January 23, 2018

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Probate Notes

Questions regarding fees, forms or status of orderes should be directed to the Probate Unit of The Superior Court of California, County of Stanislaus Clerk's Office at 209-530-3100 between the hours of 8:00 a.m. -  4:00 p.m., Monday - Friday.

Probate Examiner, Nina Wendt, may be reached at 209-530-3180 or nina.wendt@stanct.orgDue to the volume of calls received by the Probate Examiner, it may be necessary for you to leave a message. Telephone calls are returned daily at 11:00 a.m. and 4:00 p.m.

It is the goal of the examiner to have probate notes posted five (5) calendar days prior to the hearing. If defects are noted, they mus t be corrected prior to approval of the moving papers.  If you are filing documents to cure technical defects, file-marked copies must be delivered to the Probate Examiner, City Towers Courthouse, 801 Tenth Street, Sixth Floor, Modesto, CA, at least three court days prior to the hearing (if filed less than five court day prior to the hearing, there will be a $25.00 late filing fee for each document).  For your convenience, a Drop Box is located at the security desk on the sixth floor.  If the door is closed, please slide your documents under the door.

Probate notes will be updated as needed when late-filed documents are reviewed.  Please note:  Late-filed documents that do not contain the hearing date in the caption require more time and effort to be matched to the files.  This may result in an otherwise avoidable continuance.  Please be sure to include the hearing date in the caption on all documents. 

NOTE:  Unless probate notes state otherwise, an appearance is required in probate matters. 

 

TUESDAY, JANUARY 23, 2018 

 

2200472 ESTATE OF BEATRICE S. BELTRAN 

Petition for Final Distribution on Waiver of Account continued from 09/13/17. 10/17/17 and 12/20/17 recommended for approval.

Recommend Discharge Review Hearing 09/05/18.

Court will sign submitted order, appearance not required.

 

2200646 ESTATE OF BERENISE JIMENEZ GONZALEZ

Account Review Hearing.

PrC§12200 Status Report of Administration:

  • Need $200.00 filing fee.
  • Need Notice of Hearing pursuant to PrC§12201. 

Recommend continuance to 02/21/18 to allow time to pay filing fee and give notice pursuant to PrC§12201.

Appearance by counsel not required.

 

2200692 ESTATE OF AARON N. ENGELHARDT 

Account Review Hearing continued from 10/25/17. 

No documents filed since prior hearing.  Prior notes remain:

  • Need Petition for Final Distribution or PrC§12200 Status Report of Administration with Notice of Hearing pursuant to PrC§12201.

Appearance by counsel mandatory.

 

2200699 ESTATE OF ERLINDA MORA VEGA 

Account Review Hearing:

  • Need Petition for Final Distribution or PrC§12200 Status Report of Administration with Notice of Hearing pursuant to PrC§12201.

Appearance by counsel mandatory.

 

2200710 ESTATE OF MARCELLA ELIZABETH LAFFIN

Account Review Hearing.

  • PrC§12200 First Report of Status of Administration.

Recommend continuance to 06/19/18 as requested to allow time to complete sale of real property, receive escheated property from State of California, and complete income tax returns. 

Appearance by counsel not required.

 

2200810 ESTATE OF CONNIE V. ORTIZ 

Account Review Hearing.

Recommend confirm 03/02/18 hearing on PrC§12200 Report of Status of Administration.

Appearance by counsel not required.

 

2200817 MATTER OF SPECIAL NEEDS TRUST OF ANDREW S. JOHN

Account Review Hearing. 

Recommend confirm 03/02/18 hearing and First and Current Account and Report of Trustee.

Appearance by counsel not required.

 

2200827 ESTATE OF DAVID GEORGE REDLEW 

Account Review Hearing.

First and Final Account and Report and Petition for Final Distribution recommended for approval.

Recommend Discharge Review Hearing 09/05/18. 

Court will sign submitted order, appearance not required.

 

2200996 MATTER OF DANIEL RANDLE

Spousal Property Petition continued from 05/16/17, 06/06/17, 08/15/17, 10/17/17 and 12/20/17.

Submitted to Judge for determination.

Appearance by counsel mandatory.

 

2201119 ESTATE OF JOHN YNIGUEZ GARCIA 

Court Trial.

Appearances mandatory.

 

2201316 MATTER OF DORIS F. LUNA LIVING TRUST 

Petition to Confirm Ownership of Real Property.

Submitted to Judge for determination. 

Appearance by counsel mandatory.

 

2201332 MATTER OF MERCEDES GONZALEZ ROMO 

Petition to Determine Succession to Real Property.

Recommended for approval.

Court will sign submitted order, appearance not required.

 

2201334 ESTATE OF JOAN SCHMIDT 

Petition for Letters of Administration recommended for approval.

Recommend Inventory Review Hearing 07/24/18.

Court will sign submitted order, appearance not required.

 

2201335 ESTATE OF JOHN MATTOS 

Petition for Probate of Will and for Letters Testamentary recommended for approval.

Recommend Inventory Review Hearing 07/24/18.

Court will sign submitted order, appearance not required.

 

WEDNESDAY, JANUARY 24, 2018

 

445641 ESTATE OF LORENA ESTELLE SMOKE

PrC§12200 Status Report.

Recommend continuance to 07/24/18 as requested to allow time to complete sale of real property.

Appearance by counsel not required.

 

2200436 ESTATE OF MARVIN SMITH

Hearing vacated.

 

2200528 ESTATE OF ADAM CHRISTOPHER BOYNTON

Account Review Hearing continued from 12/19/18.

  • Need Petition for Final Distribution or PrC§12200 Status Report of Administration with Notice of Hearing pursuant to PrC§12201.

Appearance by personal representative (pro per) mandatory.

 

2200744 ESTATE OF WALTER G. DEARDORFF

PrC§12200 Status of Administration Report.

Recommend continuance to 07/24/18 to allow time for tax returns to be completed and creditor's claim to be resolved.

Appearance by cousnel not required.

 

2200754 ESTATE OF DEREK JOHN VANDER BEEK

PrC§12200 Status of Administration Report.

Recommend continuance to 07/24/18 as requested to allow time to complete sale of real property.

Appearance by counsel not required.

 

2200833 ESTATE OF MARJORIE JEAN HAMMONS

Account Review Hearing.

  • Need Petition for Final Distribution or PrC§12200 Status Report of Administration with Notice of Hearing pursuant to PrC§12201.

Appearance by counsel mandatory.

 

2201087 ESTATE OF ZONIA BERNICE GAYLOR

Inventory Review Hearing.

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 07/24/17.

Appearance by counsel not required.

 

2201088 ESTATE OF JUDITH ROMANO

Inventory Review Hearing.

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 07/24/18.

Appearance by counsel not required.

 

2201090 ESTATE OF EDNA M. INGRAHAM

Inventory Review Hearing.

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 07/24/18.

Appearance by counsel not required.

 

2201097 ESTATE OF GLADYS EVA KAUFMANN

Inventory Review Hearing.

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 07/24/18.

Appearance by counsel not required.

 

2201134 MATTER OF McCORMICK 2011 REVOCABLE TRUST

Hearing vacated.

 

2201240 ESTATE OF PATRICIA ANN VAN GROENENBERGH

Amended Petition for Letters of Administration recommended for approval.

Recommend Inventory Review Hearing 07/24/18.

Court will sign submitted order, appearance not required.

 

2201320 MATTER OF ANTONIO LIONUDAKIS LIVING TRUST

Petition for Rescission of Purported Revocable Trust and Durable Power of Attorney Upon Grounds of Incapacity, Mistake, Fraud and Undue Influence; for Attorney’s Fees and Costs.

  • Need Notice of Hearing.
  • Need proof of personal service to respondents.
  • Need Order.

Recommend continuance to 02/28/18 to allow time to cure defects.

Appearance by counsel not required.

 

2201338 ESTATE OF PAUL ROGER NABER

Petition for Probate of Will and for Letters Testamentary recommended for approval.

Recommend Inventory Review Hearing 07/24/18.

Court will sign submitted order, appearance not required.

 

2201339 ESTATE OF FRANK LOUIS SOUZA

Petition for Letters of Administration:

  • Item 1 of petition gives incorrect name of newspaper.
  • Item 3c of petition omits county.
  • Need Proof of Publication from The Modesto Bee.
  • Need Order.

Recommend continuance to 02/28/18 to allow time to cure defects.

Appearance by counsel not required.

 

THURSDAY, JANUARY 25, 2018

 

2200467 ESTATE OF JOHN COOK

Account Review Hearing continued from 06/20/17 and 12/20/17.

Petition for Final Distribution on Waiver of Account recommended for approval.
Recommend Discharge Review Hearing 09/05/18.

Court will sign submitted order, appearance not required.

 

2200520 ESTATE OF BOBBIE JOE BROWN

Status Conference continued from 01/18/17, 04/27/17, 07/27/17 and 10/31/17.

  • Need status re settlement agreement.
  • Final Inventory and Appraisal on file.

Recommend Account Review Hearing 03/21/18.

Appearance by counsel mandatory.

 

2200590 ESTATE OF BALBIR KAUR VIRK

Inventory Review Hearing continued from 07/20/17 and 10/31/17.

Letters issued 07/05/16.  Inventory and Appraisal due 11/05/16.

No documents filed since prior hearing.  Prior notes remain:

  • No Inventory and Appraisal on file.

Appearance by counsel mandatory.

 

2200638 ESTATE OF DARYEL JOSEPH KASINGER

Inventory Review Hearing continued from 10/31/17.

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 02/23/18.

Appearance by counsel not required.

 

2200828 ESTATE OF DOVA MAY LANGDON

Account Review Hearing.

  • Need Petition for Final Distribution or PrC§12200 Status Report of Administration with Notice of Hearing pursuant to PrC§12200.

Appearance by counsel not required.

 

2200928 ESTATE OF ROBERT DODGION SR.
Petition for Final Distribution on Waiver of Account recommended for approval.

Recommend Discharge Review Hearing 09/05/18.

Recommend vacate 04/27/18 hearing.

Court will sign submitted order, appearance not required.

 

2201056 ESTATE OF KATHLEEN ANN WASSON

Petition for Letters of Administration continued from 06/19/17, 08/17/17, 10/05/17, 10/31/17 and 11/17/17 filed by attorney Rosalinda A. Ruppel.

Objection on file.

Competing Petition for Probate of Wil continued from 10/31/17 and 11/17/17 filed by attorney Simran Singh Hundal:

  • Item 5a(7) or (8) of petition omitted.

Submitted to Judge for determination.

Appearance by counsel mandatory.

 

2201068 ESTATE OF DAVID EDWARD CUMMINGS

Inventory Review Hearing.

Recommend continuance to 05/01/18 as requested to allow time for Final Inventory and Appraisal to be completed and filed.

Appearance by counsel not required.

 

2201073 ESTATE OF RAM NEWAJ

Hearing vacated.

 

2201091 ESTATE OF PATRICIA ANN ADDIMANDO

Inventory Review Hearing:

  • Letters issued 07/25/17.  Inventory and Appraisal due 11/25/17.
  • No Inventory and Appraisal on file.
  • Need Status Report filed immediately with proof of mailing to beneficiaries.

Appearance by counsel mandatory.

 

2201163 MATTER OF RYDER FAMILY REVOCABLE TRUST

Stewart Title of California’s Memorandum of Points and Authorities in Support of its Motion for Judgment on the Pleadings.

Opposition on file.

Submitted to Judge for determination.

 

2201341 MATTER OF SAMUEL ATENCIO

Spousal Property Petition:

  • Need proof of notice to Department of Health Care Services.

Recommend continuance to 02/22/18 to allow time to cure defects.

Appearance by counsel not required.

 

2201349 MATTER OF WILLIAM CLARK ANDERSON

Petition to Determine Succession to Real Property,

Recommended for approval.

Court will sign submitted order, appearance not required.

 

2201350 ESTATE OF DANIEL BARTL

Petition for Letters of Administration:

  • “The Ancillary Administration of” Daniel Bartl used in the caption is incorrect (only the decedent’s name should be used).
  • Item 3c of petition omitted.
  • Need explanation for filing if there are no assets as indicated in item 3d.
  • Item 3g(2)(a) of petition omitted.
  • Item 5a(3) or (4) of petition omitted.
  • Item 5a(7) or (8) of petition omitted.
  • Item 6 of petition does not need to be completed as there are surviving issue (children of decedent).
  • Item 2 of Duties and Liabilities of Personal Representative omits telephone number.
  • Need Notice of Petition to Administer Estate.
  • Need Proof of Publication.

Recommend continuance to 02/28/18 to cure defects.

Appearance by petitioner (pro per) not required.

 

FRIDAY, JANUARY 26, 2018

 

444264 ESTATE OF TONY RAZONABLE TABALON JR.

Discharge Review Hearing continued from 05/20/15, 04/28/16, 06/28/16, 08/16/16, 11/16/16, 02/15/17, 06/16/17, 08/17/17, 10/18/17 and 11/29/17.

  • Need status re vehicles.

Appearance by counsel mandatory.

 

444600 MATTER OF FRANK E. DRULLINGER TRUST

Court Motion to Dismiss.

  • Matter has settled and court trial vacated.

Appearance by counsel mandatory.

 

445167 MATTER OF RAYMOND GERALD COCHRAN TRUST

Second Annual Account and Petition for Allowance of Attorneys’ Fees, for Reimbursement of Costs Advanced by Attorneys recommended for approval.

Recommend Account Review Hearing 02/28/19.

Court will sign submitted order, appearance not required.

 

445305 ESTATE OF MARY LOU RAMSEY

Account Review Hearing continued from 05/25/17, 06/20/17, 09/20/17 and 11/29/17.

No documents filed since prior hearings.  Prior notes remain:

  • Need Petition for Final Distribution.

Appearance by attorney mandatory.

 

2200627 ESTATE OF PATRICIA KRIEGER KAIN

PrC§12200 Status Report of Administration.

Recommend continuance to 07/26/18 to allow time for litigation to be completed.

Appearance by counsel not required.

 

2200718 ESTATE OF DAVID ROY BUTLER SR.

PrC§12200 Status Report of Administration.

Recommend continuance to 02/27/18 to allow time for Notice of Hearing pursuant to PrC§12201 to be given.

Appearance by counsel not required.

 

2200795 ESTATE OF GIOVANNI PODESTA

Second Amended Petition for Probate of Will and for Letters Testamentary continued from 12/01/17 and 01/04/18:

  • Item 8 does not include all the information required.  Need “Family Tree” for decedent including, but not limited to, nephew’s date of death and living issue, if any.

Appearance by counsel mandatory.

 

2200802 ESTATE OF NORMAN M. REYNOLDS SR.

Inventory Review Hearing continued from 10/26/17 and 11/29/17.

No documents filed since prior hearings.  Prior notes remain:

  • Letters issued 02/27/17.  Inventory and Appraisal due 06/27/17.
  • Partial No. 1 Inventory and Appraisal on file.
  • Need Property Tax Certificate as box in caption of Inventory and Appraisal not marked.
  • Need Status Report filed immediately with proof of mailing to beneficiaries.

Appearance by counsel mandatory.

 

2200888 MATTER OF RAYMOND L. BROWN

Petition for Order Determining Title to Real and Personal Property and for Order Directing Transfer of Same to the Estate of Raymond L. Brown; Request for Double Damages.

Submitted to Judge for determination.

Appearance by counsel mandatory.

 

2201347 ESTATE OF ZORA MAKSENTE

Petition for Probate of Will and for Letters Testamentary recommended for approval.

Recommend Inventory Review Hearing 07/26/18.

Court will sign submitted order, appearance not required.

 

2201352 MATTER OF ARTHUR ALBERT MARTIN

Spousal Property Petition.

Recommended for approval.

Court will sign submitted order, appearance not required.

 

MONDAY, JANUARY 29, 2018

No probate matters scheduled.

 

TUESDAY, JANUARY 30, 2018

 

8:30 a.m.

 

445754 ESTATE JONATHAN PICCININI

Discharge Review Hearing continued from 12/01/18:

  • No Receipt on file. 
  • No Ex Parte Petition for Final Distribution and Order submitted for signature.
  • Need Status Report filed immediately with proof of mailing to beneficiary. 

Appearance by counsel mandatory.

 

2200273 ESTATE OF DAWN ELIZABETH CRAVEN 

Discharge Review Hearing:

  • No Ex Parte Petition for Final Distribution and Order submitted for signature.
  • Need Status Report filed immediately with proof of mailing to beneficiary.

Appearance by counsel mandatory. 

 

2200338 ESTATE OF SARAH LYLE 

Discharge Review Hearing:

  • Missing Receipts. 
  • No Ex Parte Petition for Final Distribution and Order submitted for signature. 
  • Need Status Report filed immediately with proof of mailing to beneficiaries.

Appearance by counsel mandatory. 

 

2200645 ESTATE OF JASWINDER SINGH

Amended Petition for Final Distribution on Waiver of Account continued from 11/29/17.

No documents filed since prior hearing.  Prior notes remain:

  • Accounting required when estate is insolvent.
  • No Notice of Hearing on file.

Recommend continuance to 04/05/18 as requested by attorney to allow time to complete and file accounting. 

Appearance by counsel not required. 

 

2200842 ESTATE OF RAMONA KAY AVINA 

Account Review Hearing:

  • Need Property Tax Certificate.
  • Need Petition for Final Distribution or PrC§12200 Status Report of Administration with Notice of Hearing pursuant to PrC§12201.

Appearance by counsel mandatory.

 

2200844 ESTATE OF JOANN VANDER BEEK

Account Review Hearing:

  • Need Petition for Final Distribution or PrC§12200 Status Report of Administration with Notice of Hearing pursuant to PrC§12201. 

Appearance by counsel mandatory.

 

2200984 ESTATE OF WILLIAM RAY FISHER 

Amended Petition for Final Distribution on Waiver of Account recommended for approval.

Recommend Discharge Review Hearing 09/05/18.

Court will sign submitted order, appearance not required. 

 

2201317 MATTER OF TESTAMENTRY TRUST OF LOUIS A. JOAQUIN 

Petition to Appoint Trustee.

Submitted to Judge for determination.

Appearance by counsel mandatory. 

 

2201321 ESTATE OF PEDRO H. QUINTEROS 

Petition for Probate of Will and for Letters Testamentary: 

  • Need Proof of Subscribing Witness as Will not self-proving. 
  • Need Declination of named executor. 
  • Item 8 of petition does not include trustee or beneficiaries of trust. 
  • Need copy of trust.
  • Item 2 of Duties and Liabilities of Personal Representative omits telephone number. 
  • Need Notice of Petition to Administer Estate.
  • Need Proof of Publication.
  • Need email if available. 

Recommend continuance to 03/06/18 to allow time to cure defects.

 Appearance by personal representative (pro per) mandatory.

 

2201342 ESTATE OF ALRED JOSEPH SPRECKENS III

Petition for Letters of Administration recommended for approval with bond in amount of $20,000.00.

Recommend Inventory Review Hearing 07/31/18.

Court will sign submitted order, appearance not required.

 

2201351 ESTATE OF JULIE PORTER 

Petition for Probate of Will and for Letters Testamentary recommended for approval. 

Recommend Inventory Review Hearing 07/31/18. 

Court will sign submitted order, appearance not required.

 

2201367 ESTATE OF DAMASIO BOCANEGRA 

Petition for Probate of Lost Will and for Letters Testamentary: 

  • Need Proof of Subscribing Witness as Will not self-proving. 
  • Caption omits b ox for Authorization to Administer Under the independent Administration of Estates Act. 
  • Item 1 of petition omits name of newspaper. 
  • Item 2d of petition omitted. 
  • Item 3a of petition omits place of death. 
  • Item 3d of petition not completed. 
  • Item 3f(3) of petition omitted. 
  • Item 5a(1) or (2) of petition omitted. 
  • Item 5a(3) or (4) of petition omitted. 
  • Item 5a(7) or (8) of petition omitted. 
  • Item 6 of petition not required. 
  • Item 7 of petition not required. 
  • Item 8 of petition does not list all persons in Will. 
  • Item 8 of petition does not list names exactly as they appear in Will. 
  • Need Notice of Petition to Administer Estate. 
  • Need Proof of Publication. 
  • Need Order. 
  • Need Letters. 

Recommend continuance to 03/06/18 to allow time to cure defects. 

Appearance by personal representative (pro per) mandatory. 

 

9:30 a.m.

 

2200751 MATTER OF JOSEPH ISAAC AND SARA ISAAC 2005 REVOCABLE TRUST 

Court Trial continued from 10/18/17.

Appearance by counsel mandatory.

Last updated: January 22, 2018 3:52 PM