June 13, 2021

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Probate Notes

   Questions regarding fees, forms or status of orders should be directed to the Probate Unit of The Superior Court of California, County of Stanislaus Clerk's Office at 209-530-3100 opt 6/opt 4 between the hours of 8:15 a.m. -  3:00 p.m., Monday - Friday.

Probate Examiner, Nina Wendt, may be reached at nina.wendt@stanct.org.  Telephone calls can be directed to the Probate Unit as set forth above.

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 must 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.  For your convenience, a Drop Box is located on the Fourth floor.

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.

 

FRIDAY, JUNE 11, 2021 

Department 22 

8:30 a.m. 

 

427103 MATTER OF ALONZO MARQUEZ SPECIAL NEEDS TRUST 

Account Review Hearing: 

  • Need Sixth Account and Report of Trustee.

Appearance by counsel mandatory (by VCourt if preferred).

 

PR-18-000503 ESTATE OF STEPHEN AUSTIN CAIN

Ex Parte Ptition for Allowance of Late Election by Surviving Spouse.

Submitted to Judge for determination.

Appearance by personal representative (pro per) mandatory (by VCourt if preferred).

 

MONDAY, JUNE 14, 2021

No probate matters scheduled.

 

TUESDAY, JUNE 15, 2021 

Department 24 

8:30 a.m. 

 

2200258 MATTER OF NICOLL AND EDITH GALBRAITH TRUST 

Status Review Hearing: 

  • Need status re: distribution ordered to be made by 05/17/21.

Appearance by counsel mandatory (by VCourt if preferred). 

 

WEDNESDAY, JUNE 16, 2021 

Department 24 

8:30 a.m.

 

PR19000546 MATTER OF SHIRLEY A. MORRISON IRREVOCABLE FAMILY TRUST 

Related Case No. 445288. 

Petition to Compel Transfer of Property Belonging to Trustee continued from 11/22/19, 02/27/20, 04/16/20, 06/19/20, 07/23/20, 10/22/20, 02/11/21 and 04/14/21: 

Objection on file. 

Response and Objection on file. 

Possible Long Cause Matter. 

Appearance by counsel mandatory (by VCourt if preferred).

 

THURSDAY, JUNE 17, 2021 

No probate matteers scheduled. 

 

FRIDAY, JUNE 18, 2021

No probate matters scheduled.

 

MONDAY, JUNE 21, 2021

No probate matters scheduled.

 

TUESDAY, JUNE 22, 2021

No probate matters scheduled.

 

WEDNESDAY, JUNE 23, 2021

No probate matters scheduled.

 

THURSDAY, JUNE 24, 2021

No probate matters scheduled.

 

FRIDAY, JUNE 25, 2021

No probate matters scheduled.

 

MONDAY, JUNE 28, 2021

Department 21

3:00 p.m.

 

2200192 MATTER OF DOROTHY R. JACKSON AND DONALD D. JACKSON IRREVOCABLE FAMILY TRUST

Case Management Conference continued from 04/05/21 and 05/24/21.

Appearances mandatory (by VCourt if preferred).

 

TUESDAY, JUNE 29, 2021

Department 22

8:30 a.m.

 

385598 MATTER OF MISTY MAREZ SPECIAL NEEDS TRUST

Account Review Hearing:

  1. Need Fifth Account and Report of Trustee.

Appearance by counsel mandatory (by VCourt if preferred).

 

2200707 ESTATE OF MICHELE MARIE SPAFFORD

Discharge Review Hearing continued from 06/11/20:

  • Need Accounting on Reserved Money and status re tax matters.

Appearance by counsel mandatory (by VCourt if preferred).

 

2200860 ESTATE OF BARBARA BROWN

Account Review Hearing continued from 03/23/21.

PrC§12200 Report of Status of Administration continued from 03/23/21:

  • Need Property Tax Certificate form completed and filed as box not marked in caption of Inventory and Appraisal.
  • Need Petition for Final Distribution.

Appearance by counsel mandatory (by VCourt if preferred).

 

PR-18-000714 ESTATE OF GAIL KATHERYNE JOHNSON

Account Review Hearing continued from 04/24/20 and 07/09/20, 11/05/20 and 03/24/21:

  • Need Petition for Final Distribution or PrC§12200 Status Report of Administration.

Appearance by counsel mandatory (by VCourt if preferred).

 

PR-19-000375 ESTATE OF DAN ALAN HICKS

Discharge Review Hearing:

  • Need Receipts on Distribution.
  • Need Ex Parte Petition for Final Discharge and Order submitted to Judge for signature.

Appearance by counsel mandatory (by VCourt if preferred).

 

PR-19-000944 ESTATE OF JOSEPH YONAN  

Discharge Review Hearing:

  • Need Receipts on Distribution.
  • Need Ex Parte Petition for Final Discharge and Order submitted to Judge for signature.

Appearance by counsel mandatory (by VCourt if preferred).

 

PR-19-001293 MATTER OF WALTER LEROY WELKER JR. SPECIAL NEEDS TRUST

Account Review Hearing:

  • Need First Account and Report of Co-Trustees.

Appearance by Co-Trustees (pro per) mandatory (by VCourt if preferred).

 

PR-20-000094 ESTATE OF SHIRLEY A. MOODY

Account Review Hearing:

  • Need Petition for Final Distribution or PrC§12200 Status Report of Administration.

Appearance by counsel mandatory (by VCourt if preferred).

 

PR-20-000215 ESTATE OF WILLIE LEON SMALLWOOD

Related Case No. PR-20-000570 (competing petition).

Account Review Hearing:

  • Need Petition for Final Distribution or PrC§12200 Status Report of Administration.

Petition to Revoke Probate continued from 02/25/21:

  • Need copy of Will referred to in petition.
  • Objection on file.

Possible Long Cause Matter.

Appearance by counsel mandatory (by VCourt if preferred).

 

PR-20-000260 ESTATE OF MELINDA SUE LUCE

Inventory Review Hearing:

  • Letters issued 12/14/20.  Inventory and Appraisal due 04/14/21.
  • Need Final Inventory and Appraisal.

Appearance by counsel mandatory (by VCourt if preferred).

 

PR-20-000359 ESTATE OF ROBERT BEIDLEMAN

Account Review Hearing:

  • Need Petition for Final Distribution or PrC§12200 Status Report of Administration.

Appearance by counsel mandatory (by VCourt if preferred).

 

PR-20-000570 ESTATE OF WILLIE LEON SMALLWOOD

Related Case No. PR-20-000215.

Probate of Lost Will and for Letters of Administration with Will Annexed continued from 10/07/20, 12/09/20 and 02/25/21:

  • Need Proof of Holographic Instrument (mandatory form DE-131) signed by unbiased person.
  • Item 8 of petition omits petitioner’s relationship, age and address.
  • Objection on file.

Possible Long Cause Matter.

Appearance by counsel mandatory (by VCourt if preferred).

 

PR-20-000620 ESTATE OF KATHERINE POVIO 

Petition for Letters of Administration (Successor) recommended for approval.

Recommend Inventory Review Hearing 12/29/21.

Court will sign submitted order, appearance not required.

Need Letters.

 

PR-20-000621 ESTATE OF JOHN F. CHAPPEL 

Inventory Review Hearing continued from 04/20/21:

No documents filed since prior hearing.  Prior notes remain: 

  • Letters issued 10/20/20.  Inventory and Appraisal due 02/20/21. 
  • Need Final inventory and Appraisal. 

Appearance by counsel mandatory (by VCourt if preferred).

 

PR-20-000690 ESTATE OF VERNON RAY WALLWEBER

Inventory Review Hearing:

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 02/23/22.

Appearance by counsel not required.

 

PR-20-000694 ESTATE OF TONYA ANDREWS

Inventory Review Hearing:

  • Letters issued 12/14/20.  Inventory and Appraisal due 04/14/21.
  • Need Final Inventory and Appraisal.

Appearance by counsel mandatory (by VCourt if preferred).

 

PR-20-000837 ESTATE OF JANE MARIE BELL

Inventory Review Hearing.

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 02/09/22.

Appearance by counsel not required.

 

PR-20-000839 ESTATE OF NORMA JEAN HOFMANN

Inventory Review Hearing.

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 12/14/21.

Appearance by counsel not required.

 

PR-20-000906 ESTATE OF DIANNA L. MARTIN

Inventory Review Hearing:

  • Letters issued 12/29/20.  Inventory and Appraisal due 04/29/21.
  • Need Final Inventory and Appraisal.

Appearance by counsel mandatory (by VCourt if preferred).

 

PR-20-000913 ESTATE OF JOHN J. GULLATT JR.

Inventory Review Hearing:

  • Letters issued 12/29/20.  Inventory and Appraisal due 04/29/21.
  • Partial No. 1 Inventory and Appraisal on file.
  • Need Final Inventory and Appraisal.
  • Need Property Tax Certificate as box in caption not marked in caption of Inventory and Appraisal.

Appearance by counsel mandatory (by VCourt if preferred).

 

PR-20-000922 ESTATE OF RAYMOND RAMIREZ

Inventory Review Hearing:

  • Letters issued 12/29/20.  Inventory and Appraisal due 04/29/21.
  • Need Final Inventory and Appraisal.

Appearance by counsel mandatory (by VCourt if preferred).

Last updated: June 10, 2021 4:38 PM