November 23, 2020

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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.

WEDNESDAY, NOVEMBER 18, 2020

Department 22

8:30 a.m.

 

432815 MATTER OF JEAN SNYDER LIVING TRUST

Account Review Hearing continued from 07/30/20, 08/06/20 and 10/06/20.

Recommend confirm 02/11/21 hearing on Sixth Account Current and Report of Trustee.

Appearance by counsel not required.

 

444600 MATTER OF FRANK E. DRULLINGER TRUST

Account Review Hearing continued from 09/19/19, 12/19/19, 02/20/20, 04/30/20, 07/16/20 and 10/06/20.

Recommend confirm 02/03/21 hearing on Sixth Account and Report of Successor Trustee.

Appearance by counsel not required.

 

445058 MATTER OF ERIC PIERCE SPECIAL NEEDS TRUST

Account Review Hearing continued from 10/01/19, 11/26/19, 01/14/20, 03/03/20, 04/07/20, 06/16/20 and 10/01/20.

No documents filed since prior hearings.  Prior notes remain:

  • Need Fourth Account and Report of Trustee.

Appearance by counsel mandatory by VCourt.

 

2201256 MATTER OF JOSEPH AND CARRIE AMARAL 1995 TRUST

Status Review Hearing continued from 10/01/20:

  • Re:  Settlement Agreement.

Appearance by counsel mandatory by VCourt.

 

2201365 ESTATE OF ANTHONY R. GARCIA

Order to Show Cause continued from 03/11/20, 04/07/20, 06/16/20 and 10/01/20:

  • Re:  Possible $300.00 sanction for failure to appear at prior hearings. 

Amended Report of Sale and Petition for Order Confirming Sale of Real Property located at 812 Fernridge Court, Modesto for sales price of $225,000.00 (first overbid $236,750.00) continued from 02/04/20, 03/11/20, 04/07/20 and 06/16/20 has fallen through as buyer passed away.

Appearance by personal representative (pro per) ordered and mandatory by VCourt.

 

PR-18-000293 MATTER OF MELISSA NCIOLE LINHARES SPECIAL NEEDS TRUST

Second Account and Report of Trustee, Petition for its Settlement, for Authorization to Transfer Funds from Blocked Account, for Increase in Bond, for Confirmation of Accountant’s Fees Advanced and Paid, for Allowance of Attorneys’ Fees, for Approval of Costs Advanced and Paid.

Recommended for approval.

Recommend Account Review Hearing 06/28/22.

Court will sign submitted order, appearance not required.

 

PR-18-000503 ESTATE OF STEPHEN AUSTIN CAIN

PrC§12200 Status Report of Administration continued from 02/05/20, 04/08/20, 06/17/20 and 10/01/20.

Recommend continuance to 06/10/21 to allow time for completion of sale of real property and preparation and filing of Petition for Final Distribution.

Appearance by personal representative (pro per) not required.

 

PR-18-000657 ESTATE OF VENITA JEAN JAMISON

Inventory Review Hearing continued from 06/27/19, 08/21/19, 12/19/19, 02/07/20, 04/30/20, 07/17/20 and 10/06/20:

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

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

 

PR-19-000042 MATTER OF THE HILLIS FAMILY TRUST

Order to Show Cause:

  • Re:  Possible $300.00 sanctions for failure to appear at prior hearing.

Petition for Misappropriation of Trust Assets and Accounting 03/07/19, 05/29/19, 08/29/19, 10/24/19, 12/12/19, 01/22/20, 03/11/20, 04/29/20, 07/16/20 and 10/06/20.

No documents filed since prior hearings.  Prior notes remain:

  • Need accounting from Trustee, Mark Hillis.

Appearance by counsel and pro per ordered and mandatory by VCourt.

 

PR-19-000060 MATTER OF HARVEY FAMILY TRUST

Account Review Hearing continued from 07/16/19, 09/10/19, 11/19/19, 03/17/20, 06/17/20 and 10/01/20:

  • Summary of Account and Supplement to Summary of Account on file.

Petition Regarding Internal Affairs of a Trust (1) Compelling Redress of Breach of Trust, (2) Review Trustee’s Compensation, and (3) Account to Beneficiary and Obtain Information Under Probate Code 16061 for Interest, Attorney’s Fees for Bad Faith Breach of Trust continued from 03/12/19, 07/16/19, 09/10/19, 11/19/19, 03/17/20, 06/17/20 and 10/01/20:

  • Response and Objections to Petition Regarding Internal Affairs of Trust on file.
  • Notice of Settlement of Entire Case on file.

Appearance by counsel mandatory by VCourt.

 

PR-19-000244 ESTATE OF MARGIE MARTINEZ

Account Review Hearing continued from 10/21/20.

Petition for Final Distribution on Waiver of Account continued from 10/21/20:

  • Waivers of Account signatures require notarization.
  • Costs of administration set forth on page 7 of petition does not include probate referee (all costs must be included showing who the payor and payee with explanation of charges).
  • Prayer set forth on pages 8 and 9 of petition do not include request for distribution and omnibus clause.
  • Need Schedule showing loss/gain on sale of real property.
  • Need recalculation of statutory compensation once loss/gain included.
  • Need Order.

Recommend confirm 01/28/21 hearing on Amended Petition for Final Distribution on Waiver of Account.

Appearance by personal representative (pro per) not required.

 

PR-19-000365 ESTATE OF CAROLYN LEE JOHANSEN

Inventory Review Hearing continued from 01/16/20, 03/05/20, 04/09/20 and 06/18/20:

  • Need Corrected Final Inventory and Appraisal.

Recommend confirm 01/20/21 hearing on First and Final Account and Report and Petition for Final Distribution.

Appearance by counsel not required.

 

PR-19-000641 ESTATE OF RICHARD L. COTTA

Discharge Review Hearing:

Ex Parte Petition for Final Discharge and Order submitted for signature.

Appearance by counsel not required.

 

PR-19-000770 ESTATE OF HARRY J. HOLTON

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

Recommend Discharge Review Hearing 05/18/21.

Court will sign submitted order, appearance not required.

 

PR-19-000874 ESTATE OF STEVEN D. THREET

Inventory Review Hearing continued from 07/02/20 and 10/01/20.

No documents filed since prior hearing.  Prior notes remain:

  • Letters issued 01/03/20.  Inventory and Appraisal due 05/03/20.
  • Need Final Inventory and Appraisal.

Appearance by counsel mandatory by VCourt.

 

PR-19-000930 ESTATE OF PATRICIA STOOPS

First and Final Account and Report and Petition for Final Distribution continued from 10/22/20 recommended for approval.

Recommend Discharge Review Hearing 05/18/21.

Court will sign submitted order, appearance not required.

 

PR-19-001140 ESTATE OF JUVENTINA CAMARILLO

Order to Show Cause:

  • Re:  Possible dismissal of proceedings for failure to appear or move matter forward.

Petition for Letters of Administration continued from 12/12/1, 01/23/20, 03/12/20, 04/21/20, 07/02/20 and 10/01/20.

No documents filed since prior hearings.  Prior notes remain:

  • Item 3c needs to give residence address located in Stanislaus County.
  • Item 5 of Declaration needs to be specific regarding the corrections.
  • Need Notice of Petition to Administer Estate.
  • Need Proof of Publication.

Appearance by petitioner (pro per) mandatory by VCourt.

 

PR-19-001175 ESTATE OF ROY MICKLE BEARD

Petition for Termination of Proceedings and Discharge recommended for approval.

Recommend vacate 01/05/21 Account Review Hearing.

Court will sign submitted order, appearance not required.

 

PR-20-000021 ESTATE OF PATRICIA ROSALIE QUINN

Inventory Review Hearing:

  • Letters issued 05/27/20.  Inventory and Appraisal due 09/27/20.
  • Need Final Inventory and Appraisal.

Recommend continuance to 01/07/21 to allow time for Final Inventory and Appraisal to be returned by Probate Referee.

Appearance by petitioners (pro pers) not required.

 

PR-20-000169 ESTATE OF SHIRLEY NORENE MILLER

Inventory Review Hearing.

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 05/27/21.

Appearance by counsel not required.

 

PR-20-000171 ESTATE OF JONATHAN LEMUEL BUTLER

Inventory Review Hearing.

Final Inventory and Appraisal on file.

  • Need Property Tax Certificate form (local mandatory form) completed and filed as box in caption of Inventory and Appraisal not marked.

Recommend confirm 02/10/21 hearing on First and Final Account and Report and Petition for Final Distribution.

Appearance by counsel not required.

 

PR-20-000710 MATTER OF CYNTHIA J. GOODMAN TESTAMENTARY TRUST

Petition to Compel Trustee to Act; Petition for Remedies for Breach of Trust; and Petition for Accounting.

Submitted to Judge for determination.

Appearance by counsel and trustee mandatory by VCourt.

 

PR-20-000765 ESTATE OF MARIAN MARGARET BANDUCCI

Petition for Probate of Will and for Letters Testamentary:

  • Need Bond in minimum amount of $20,000 for out-of-state personal representative, or Waivers of Bond by Beneficiaries (mandatory judicial form).
  • Attachment 3f(2) copy of Will not attached to petition.
  • Item 8 of petition omits name and date of death for predeceased spouse.
  • Item 8 of petition omits predeceased children.
  • Item 8 of petition does not list all persons exactly as named in Will.
  • Item 2 of Duties and Liabilities omits telephone number.
  • Need Order.

Recommend continuance to 12/16/20 to allow time to cure defects.

Appearance by counsel not required.

 

PR-20-000796 ESTATE OF CARROLL LEE ANDERSON

Petition for Letters of Administration recommended for approval.

Recommend Inventory Review Hearing 05/18/21.

Court will sign submitted order, appearance not required.

 

THURSDAY, NOVEMBER 19, 2020

Department 21

8:30 a.m.

 

2201283 MATTER OF THOMAS LEON TROMBETTA 2005 TRUST
Petition to Instruct Trustee to Transfer Assets to the Trustee of the Trombetta Grandchildren’s Trust, etc. 

  • Need list and relationships of grandchildren (beneficiaries). 
  • Need Notice of Hearing to grandchildren (beneficiaries).

Recommend continuance to 02/09/21 as requested by attorney.

Appearance by counsel not required. 

 

Department 22

8:30 a.m.

 

336872 ESTATE OF NORA NARAGHI

Related Case Nos. 387757 and 444380.

Status Review Hearing.

Appearance by counsel mandatory by VCourt.

 

387757 ESTATE OF HASHEM NARAGHI

Related Case Nos. 336872 and 444380.

Status Review Hearing.

Appearance by counsel mandatory by VCourt.

 

426407 MATTER OF EZRA CAMACHO SPECIAL NEEDS TRUST

Account Review Hearing continued from 10/29/19, 02.06/2, 04/09/20, 06/18/20 and 10/08/20.

No documents filed since prior hearings.  Prior notes remain:

  • Need Fifth Account and Report of Trustee.

Recommend continuance to 01/05/21 as requested by attorney.

Appearance by counsel not required.

 

444380 MATTER OF NORA AND HASHEM NARAGHI SEPARATE PROPERTY TRUST

Related Case Nos. 336872 and 387757.

Status Review Hearing.

Appearance by counsel mandatory by VCourt.

 

445288 MATTER OF GEORGE T. MORRISON JR REVOCABLE SURVIVORS TRUST

Paula Charron’s Motion to Tax Cost continued from 12/18/19, 03/04/20, 04/03/20, 06/12/20, 07/29/20 and 10/08/20.

See Tentative Ruling.

 

445305 ESTATE OF MARY LOU RAMSEY

PrC§ Status Report of Administration continued from 10/22/20.

No documents filed since prior hearing.  Prior notes remain:

  • Need Notice of Hearing.

Appearance by counsel mandatory by VCourt.

 

445370 ESTATE OF MARY F. VAUGHN

Account Review Hearing continued from 09/16/17, 09/26/18, 12/12/18, 02/26/19, 06/26/19, 09/06/19, 11/06/19, 01/22/20, 03/11/20, 04/08/20, 06/17/20 and 10/06/20.

Amended PrC§12200 Status Report of Administration continued from 01/22/20, 03/11/20, 04/08/20, 06/17/20 and 10/06/20:

  • Need Notice of Hearing pursuant to PrC§12201 which has been requested multiple times.
  • Need Petition for Termination of Proceedings and Discharge pursuant to PrC§12251.

Appearance by counsel mandatory by VCourt.

 

2200723 ESTATE OF MARIA ASCENSAO COELHO

Account Review Hearing continued from 10/31/18, 01/09/19, 05/09/19, 07/23/19, 09/11/19, 04/09/20, 06/18/20 and 10/08/20.

PrC§12200 Status Report of Administration continued from 09/11/19, 04/09/20, 06/18/20 and 10/08/20:

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

Recommend continuance to 01/05/21 as requested by attorney.

Appearance by counsel not required.

 

2201024 ESTATE OF KEVIN D. SILVA

Petition for Issuance of Citation Requiring Citee Gregory Nauman to Appear and Account for Estate Property continued from 04/08/20, 06/17/20 and 10/01/20.

PrC§12200 Status Report of Administration continued from 10/01/20:

  • Need status re negotiations.

Appearance by counsel mandatory by VCourt.

 

PR-18-000726 ESTATE OF MARY REINEKIN

Account Review Hearing continued from 07/01/20 and 10/14/20.

No documents filed since prior hearing.  Prior notes remain:

  • Need Supplemental Inventory and Appraisal for BBVA Checking Account (listed on Declaration filed 10/31/19).
  • Need Petition for Final Distribution or PrC§12200 Status Report of Administration.

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

 

PR-18-000862 ESTATE OF HELEN M. RICHARDS

Account Review Hearing. Continued from 10/20/20.

Petition for Final Distribution on Waiver of Account continued from 10/20/20 recommended for approval.

Recommend Discharge Review Hearing 05/19/20.

Court will sign submitted order, appearance not required.

 

PR-19-000504 ESTATE OF DAVID GEORGE TARONE

Account Review Hearing continued from 10/14/20.

Recommend confirm 01/19/21 hearing on Petition for Final Distribution on Waiver of Account. 

Appearance by counsel not required.

 

PR-19-000510 ESTATE OF JESUS RIVERA

Inventory Review Hearing continued from 02/20/20, 04/21/20, 07/01/20 and 08/12/20:

  • Partial No. 1 Inventory and Appraisal on file.
  • Need Final Inventory and Appraisal.
  • Need Property Tax Certificate form completed and filed as box in caption of Inventory and Appraisal not marked.

PrC§12200 Status Report continued from 07/01/20 and 08/12/20:

Recommend continuance to 05/19/21 to allow time for litigation to be completed.

Appearance by counsel not required.

 

PR-19-000827 ESTATE OF PHILIP BRUCE BLAKELEY 

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

Recommend Discharge Review Hearing 05/19/21. 

Court will sign submitted order, appearance not required.

 

PR-19-000910 ESTATE OF JOSE S. JUAREZ

Related Case No. PR-19-001130, 

Petition for Letters of Administration continued from 10/18/19, 12/06/19, 02/19/20, 03/13/20, 04/22/20, 07/08/20 and 10/15/20: 

  • Objection on file. 
  • Competing petition under related case no. PR-19-001130. 

Possible Long Cause Matter. 

PrC§850 Petition and Complaint to Quiet Title, and Declaratory Relief to Establish Title by Adverse Possession continued from 04/22/20, 07/08/20 and 10/15/20: 

  • Objection on file. 

Possible Long Cause Matter. 

Appearance by counsel mandatory by VCourt.

 

PR-19-000985 ESTATE OF ARTIS BROWN MILLER 

Account Review Hearing: 

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

Appearance counsel mandatory by VCourt.

 

PR-19-001130 ESTATE OF ANTONIA JUAREZ 

Related Case No. PR-19-000910. 

Petition for Probate of Will and for Letters Testamentary continued from 12/17/19, 03/25/20, 05/27/20, 07/08/20 and 10/15/20: 

  • Competing petition for probate and PrC§850 Petition and Complaint to Quiet Title, and Declaratory Relief to Establish Title by Adverse Possession under related case no. PR-19-000910. 

Possible Long Cause Matter. 

Appearance by counsel mandatory by VCourt.

 

PR-19-0001148 ESTATE OF DALE C. LANGHOUT 

Order to Show Cause: 

  • Re:  Possible $300.00 sanctions for failure to appear at prior hearing. 

Inventory Review Hearing continued from 06/18/20 and 10/08/20. 

  • Letters issued 12/18/19.  Inventory and Appraisal due 04/18/20. 
  • Need Final Inventory and Appraisal. 

Appearance by personal representative (pro per) ordered and mandatory by VCourt.

 

PR-19-001221 ESTATE OF GLEN F. ALLSUP 

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

Recommend Discharge Review Hearing 05/19/21. 

Recommend vacate 01/20/21 Account Review Hearing. 

Court will sign submitted order, appearance not required.

 

PR-20-000296 ESTATE OF AUDREE LA VONNE GADA 

Inventory Review Hearing: 

  • Letters issued 05/19/20.  Inventory and Appraisal due 09/19/20. 
  • Need Final Inventory and Appraisal. 

Appearance by counsel mandatory by VCourt. 

 

PR-20-000326 ESTATE OF SOLEDAD VICTORIA HARGROVE 

Related Case No. PR-20-000617 (competing petition for letters). 

Petition for Letters of Administration continued from 07/21/20, 10/06/20 and 10/14/20. 

No documents filed since prior hearing.  Prior notes remain: 

  • Item 1 of petition omits name of newspaper. 
  • Item 3c of petition omitted. 
  • Item 3g(2)(a) of petition omitted. 
  • Item 3h(3) of petition omitted. 
  • Item 4 of petition inappropriately marked as there is no Will.
  • Item 5a(3) or (4) of petition omitted. 
  • Item 5a(7) or (8) of petition omitted. 
  • Item 8 of petition inappropriate gives email instead of address. 
  • Item 8 of petition gives relationship as “not”. 
  • Item 2 of Duties and Liabilities of Personal Representative omits telephone number. 
  • Notice of Petition to Administer Estate Proof of Service by Mail does not include Sean Muir by address. 
  • Need Order.  
  • Need Letters.
  • Objection on file. 

Possible Long Cause Matter. 

Appearance by counsel mandatory by VCourt.

 

PR-20-000617 ESTATE OF SOLEDAD VICTORIA HARGROVE 

Related Case No. PR-20-000326 (competing petition for letters). 

Petition for Letters of Administration continued from 10/14/20 recommended for approval. 

Recommend Inventory Review Hearing 05/19/21. 

Possible Long Cause Matter. 

Submitted to Judge for determination. 

Appearance by counsel mandatory by VCourt. 

 

PR-20-000641 ESTATE OF MARIA M. ESTRADA DE MENDOZA 

Petition for Letters of Administration continued from 10/20/20 recommended for approval. 

Recommend Inventory Review Hearing 05/19/21. 

Court will sign submitted order, appearance not required. 

 

PR-20-000643 ESTATE OF JESSIE AURELIO BARGAS 

Petition for Probate of Will and for Letters Testamentary continued from 10/21/20 recommended for approval. 

Recommend Inventory Review Hearing 05/19/21. 

Court will sign submitted order, appearance not required.

 

PR-20-000776 ESTATE OF JOHNNIE LYNN 

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

Recommend Inventory Review Heairng 05/19/21.

Court will sign submitted order, appearance not required.

Need Letters.

 

PR-20-000785 MATTER OF NEMORIO MAGANA 

Petition to Determine Succession to Real Property. 

Recommended for approval. 

Court will sign submitted order, appearance not required. 

Need Order.

 

PR-20-000788 MATTER OF HIPOLITO ZAMUDIO RAMIREZ 

Spousal Property Petition: 

  • Item 5a(2) of petition omitted. 
  • Item 5b of petition omitted. 
  • Need Attachment 7. 
  • Attachment 7a and 7b do not list the legal real property description and Assessor Parcel Number. 
  • Item 9 of petition does not list all relationships.
  • Need copy of deed showing current title. 
  • Need Notice of Hearing.
  • Need proof of service to Department of Health Services. 
  • Need Order. 

Recommend continuance to 12/09/20 to allow time to cure defects. 

Appearance by petitioner (pro per) not required.

 

PR-20-000800 MATTER OF JOSE A. CARATACHEA 

  • Spousal Property Petition: 
  • Item 5a(2) of petition omitted. 
  • Item 5b of petition omitted. 
  • Attachment 7a of petition omitted (Attachment 7b is incorrect). 
  • Item 10 of petition omitted. 
  • Need proof of service to Department of Health Services. 

Recommend continuance to 12/09/20 to allow time to cure defects.

Appearance by petitioner (pro per) not required.

 

FRIDAY, NOVEMBER 20, 2020 

Department 24 

8:30 a.m.

 

2200258 MATTER OF NICOLL AND EDITH GALBRAITH TRUST 

Status Review Hearing continued from 09/10/20 and 10/01/20: 

Fifth Account, Report and Petition for Settlement continued from 10/01/20: 

  • Objection on file.  

Allegations and Points and Authorities in Response to Proposed Settlement Agreement and Mutual Release: 

  • Need noticed hearing.
  • Objection on file.
  • Response to Objection on file.

Possible Long Cause Matter. 

Appearance by counsel mandatory by VCourt.

 

PR-19-001011 ESTATE OF STEPHEN E. BLAIRE 

Inventory Review Hearing continued from 06/18/20 and 08/18/20. 

No documents filed since prior hearing.  Prior notes remain: 

  • Letters issued 12/18/19.  Inventory and Appraisal due 04/18/20. 
  • Need Final Inventory and Appraisal. 

Appearance by counsel mandatory by VCourt. 

 

MONDAY, NOVEMBER 23, 2020

No probate matters scheduled.

 

TUESDAY, NOVEMBER 24, 2020 

No probate matters scheduled.

 

WEDNESDAY, NOVEMBER 25, 2020 

No probate matters scheduled.

 

THURSDAY, NOVEMBER 26, 2020

Court Holiday - Thanksgiving Day.

 

FRIDAY, NOVEMBER 27, 2020 

Court Holiday - Day After Thanksiging.

 

MONDAY, NOVEMBER 30, 2020

Department 24

8:30 a.m.

 

2200638 ESTATE OF DARYEL JOSEPH KASINGER

PrC§12200 Status Report of Administration continued from 08/20/19, 11/19/19, 02/06/20, 02/27/20, 03/12/20, 06/11/20 and 08/27/20.

First and Final Account and Report and Petition for Final Distribution continued from 02/06/20, 02/27/20, 03/12/20, 06/11/20 and 08/27/20:

  • Need Amended Petition for Final Distribution.

Petition for Family Allowance continued from 08/27/20.

Appearance by counsel mandatory by VCourt.

 

TUESDAY, DECEMBER 1, 2020

Department 21

9:30 a.m.

 

445230 ESTATE OF LONNIE LAMONT ASHLOCK

Court Trial.

Appearances mandatory in person.

 

Department 22

8:30 a.m.

 

334534 ESTATE OF JUTIN R. WOOD

PrC§12200 Status Report of Administration:

  • Need Notice of Hearing.

Appearance by counsel mandatory by VCourt.

Recommend confirm Account Review Hearing 02/10/21.

 

444867 MATTER OF JOEL DOUGLAS RADUECHEL SPECIAL NEEDS TRUST

Account Review Hearing:

  • Need Fourth Account and Report of Trustee.

Appearance by counsel mandatory by VCourt.

 

2200904 ESTATE OF JOSE MARIO RAMIREZ JR.

Order to Show Cause continued from 10/07/20:

  • Re:  Possible additional $300.00 sanctions for failure to appear at prior hearing.

Amended First and Final Account and Report and Petition for Final Distribution continued from 12/19/19, 02/20/20, 06/04/20, 06/24/20, 07/30/20 and 10/07/20.

No documents filed since prior hearings.  Prior notes remain:

  • Need Property Tax Certificate form completed and filed as box not marked in Inventory and Appraisal.
  • Need required language re inventory and Appraisal.
  • Page 3, line 22, of petition gives no total.
  • Page 4, paragraph 14, is incorrect as there is a large amount of money.
  • Need Schedule of loss as real property appraised at $400,000.00 and sold for $333,000.00.
  • Need recalculation of statutory fees.
  • Payment made to Legal Document Assistance without court order in amount of $990.00.  Need explanation as to why this amount should not be deducted from attorney’s fees.
  • Need Notice of Hearing on Amended Petition.

Appearance by counsel ordered and mandatory by VCourt.

 

PR-18-000028 ESTATE OF PETRA JIMENEZ

First and Final Account and Report and Petition for Final Distribution:

  • Need additional information with re to reimbursement and payment to personal representative.
  • Need real property description.
  • Need revised Order.

Recommend continuance to 02/03/21 to allow time to cure defects.

Appearance by personal representative (pro per) not required.

 

PR-18-000120 ESTATE OF MARTHA JANE CANDELARIA

Account Review Hearing continued from 08/11/20 and 10/21/20:

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

Motion to Be Relieved as Counsel:

See Tentative Ruling. 

 

PR-19-000375 ESTATE OF DAN ALAN HICKS

First and Final Account and Report and Petition for Final Distribution continued from 10/22/20.

  • No written objections on file to date.

Appearance by counsel mandatory by VCourt.

 

PR-19-000868 ESTATE OF WALLACE W. PRAHSER

Account Review Hearing.

Petition for Final Distribution on Waiver of Account continued from 10/28/20 recommended for approval.

Recommend Discharge Review Hearing 06/02/21.

Court will sign submitted order, appearance not required.

 

PR-19-000954 ESTATE OF JOSE ARCOS MONDRAGON

Inventory Review Hearing continued from 05/01/20:

  • Partial No. 1 Inventory and Appraisal on file.
  • Need Amended Letters of Administration.
  • Need Final Inventory and Appraisal.

Recommend continuance to 01/06/21 as requested by attorney.

Appearance by counsel not required.

 

PR-20-000581 ESTATE OF ALICE DARLENE LABATTE

Related Case No. PR-20-000674 (competing petition).

Petition for Probate of Will and for Letters Testamentary continued from 09/30/20 and 10/22/20.

No documents filed since prior hearing.  Prior notes remain:

  • Need Proof of Subscribing Witness as Will not self-proving.
  • Caption omits marking the box requesting Authorization to Administer Under the Independent Administration of Estates Act.
  • Item 1 of petition omits name of newspaper.
  • Item 2b of petition omits name.
  • 5a(3) or (4) of petition omitted.
  • 5a(7) or (8) of petition omitted.
  • 5(b) of petition omitted.
  • Item 8 of petition does not list all persons named in Will.
  • Item 8 of petition does list names exactly as they appear in Will.
  • Need Declarations of Due Diligence re unknown addresses.
  • Need Duties and Liabilities of Personal Representative.
  • Need Notice to Petition to Administer Estate.
  • Need Proof of Publication.
  • Need Order.
  • Need Letters with original signature.

Appearance by petitioner (pro per) mandatory by VCourt.

 

PR-20-000623 ESTATE OF ROLAND ROBERTSON

Related Case No. PR-20-000018.

Petition for Appointment of Letters of Administration:

Petition for An Order Authorizing the Special Administrator to Execute and File a Disclaimer of Interest; for Request to Dismiss Probate Petition After disclaimer is filed for the Estate of Roland Robertson.

Recommended for approval.

Court will sign submitted order, appearance not required.

 

PR-20-000625 MATTER OF JOHN & BERNICE HOMEN TRUST

Petition for Order Confirming Trust Assets continued from 10/15/20:

  • Need copy of recorded Affidavit Termination of Joint Tenancy.
  • Need Order.

Appearance by counsel mandatory by VCourt.

 

PR-20 -000674 ESTATE OF ALICE D. LABETTE

Related Case No. PR-20-000581 (competing petition).

Petition for Letters of Administration continued from 10/22/20

  • No technical defects.

Possible Long Cause Matter.

Appearance by counsel mandatory by VCourt.

 

PR-20-000675 MATTER OF IRINIA LORETTA TURNER REVOCABLE TRUST

Petition for Ascertaining Beneficiaries and Determining to Whom Property Shall Pass or be Delivered Upon Final or Partial Termination of the Trust; for a Reasonable Compensation for the Administration of the Trust continued from 10/25/20.

  • Need value fo assets on hand for distribution.
  • Need specific request for reasonable trustee fees.

Recommend continued to 01/06/21 t allow time to cure defects.

Appearance by counsel not required.

 

PR-20-000724 MATTER OF YOTSUYA FAMILY TRUST

Petition to Confirm Ownership of Personal Property:

  • Need additional supporting points and authorities re Hegstad petition.
  • Need copy of Pour-Over Will.
  • Need supporting documents showing clerical error in transfer of account.

Recommend continuance to 01/06/21 to allow time to cure defects.

Appearance by counsel not required.

 

PR-20-000756 ESTATE OF ROBERT TILDEN HARRIS JR.

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

Recommend Inventory Review Hearing 06/02/21.

Court will sign submitted Order, appearance not required.

 

PR-20-000778 ESTATE OF CHARLES WARD COX

Petition for Probate of Will and for Letters Testamentary:

  • Need Proof of Subscribing Witness as Will not self-proving.
  • Item 8 of petition does not list all relationships.
  • Need Duties and Liabilities of Personal Representative.
  • Need Notice of Petition to Administer Estate.
  • Need Proof of Publication.
  • Need Order.
  • Need Letters with original signature.

Recommend continuance to 01/06/21 to allow time to cure defects.

Appearance by petitioner (pro per) not required.

 

PR-20-000786 ESTATE OF ISABEL YALLI

Petition for Letters of Administration recommended for approval.

Recommend Inventory Review Hearing 06/02/21.

Court will sign submitted order, appearance not required.

 

Department 23

8:30 a.m.

 

PR20000177 MATTER OF ARSENIO FAMILY TRUST 

Motion to Quash Subpoena or Alternatively Motion for Protective Order/Subpoenaed Records Received. 

See Tentative Ruling.

 

WEDNESDAY, DECEMBER 2, 2020

Department 22

8:30 a.m.

 

444857 MATTER OF KATHERINE O’KEEFE SPECIAL NEEDS TRUST

Account Review Hearing continued from 06/10/20, 08/25/20 and 10/27/20.

  • Need Eighth Account and Report of Successor Trustees.

Appearance by counsel mandatory by VCourt.

 

445641 ESTATE OF LORENA ESTELLE SMOKE

Related Case No. PR20000149.

Account Review Hearing continued from 05/29/19, 12/18/20, 02/26/20, 08/20/20 and 10/21/20.

No documents filed since prior hearing.  Prior notes remain:

  • Need Petition for Final Distribution.
  • Need Successor Administrator.

Recommend continuance to 01/07/21 as requested by attorney.

Appearance by counsel not required.

 

2201245 ESTATE OF LORRAINE GEHEGAN

PrC§12200 Status Report of Administration continued from 10/28/20.

Recommend confirm 01/28/21 hearing on Petition for Final Distribution on Waiver of Account.

Appearance by counsel not required.

 

2201405 ESTATE OF KATHERINE V. McKINNIS

Petition for Final Distribution on Waiver of Account continued from 04/21/20, 07/01/20, 08/26/20 and 10/27/20:

  • Need Waivers of Accounting with notarized signatures by all beneficiaries.
  • Need Order listing assets on hand for distribution before distribution is outlined (i.e., bank account, personal property) and including omnibus clause.

Recommend continuance to 12/23/20 to allow time to cure defects.

Appearance by personal representatives (pro per) not required.

 

2201498 ESTATE OF IRA DAWEN PARKS

Discharge Review Hearing continued from 06/12/20, 08/26/20 and 10/27/20:

No documents filed since prior hearing.  Prior notes remain:

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

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

 

PR-18-000291 ESTATE OF CYNTHIA D. PALOMINO

Account Review Hearing continued from 12/10/19, 06/03/20 and 08/2720.

PrC§12200 Status Report of Administration:

  • Need Notice of Hearing.

Recommend continuance to 12/23/20 to allow time to give notice.

Appearance by counsel not required.

 

PR-19-000575 ESTATE OF CYNTHIA WIESEL

Inventory Review Hearing continued from 01/09/20, 02/27/20, 04/30/20, 07/16/20 and 10/07/20.

  • Letters issued 07/09/19.  Inventory and Appraisal due 11/09/19.
  • Need Final Inventory and Appraisal.

Motion to Be Relieved as Counsel.

See Tentative Ruling.

 

PR-19-000810 ESTATE OF JACQUELINE ANN DILLON

PrC§12200 Status Report of Administration.

Recommend continuance to 04/13/21 as requested by attorney.

Appearance by counsel not required.

 

PR-19-001035 ESTATE OF KATHLEEN ELEANOR WESLEY

Account Review Hearing:

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

Appearance by counsel mandatory by VCourt.

 

PR-19-001274 ESTATE OF MARC DORVILIAS

Petition for Final Distribution on Waiver of Account continued from 10/27/20 recommended for approval.

Recommend Discharge Review Hearing 06/02/21.

Court will sign submitted order, appearance not required.

 

PR-20-000149 ESTATE OF LORENA ESTELLE SMOKE

Related Case No. 445641.

Account Review Hearing:

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

Recommend continuance to 01/07/21 as requested by attorney.

Appearance by counsel not required.

 

PR-20-000302 ESTATE OF HAROLD DANIEL CARR

Inventory Review Hearing:

  • Letters issued 06/03/20.  Inventory and Appraisal due 10/03/20.
  • Need Final Inventory and Appraisal.

Appearance by counsel mandatory by VCourt.

 

PR-20-000690 ESTATE OF VERNON RAY WALLWEBER

Petition for Letters of Administration (with bond):

  • Item 3c of petition omits county.
  • Item 3g(2)(c) of petition omitted.
  • Need Order.
  • Need Letters.

Recommend continuance to 12/23/20 to allow time to cure defects.

Appearance by counsel not required.

 

PR-20-000780 ESTATE OF DOROTHY BABBIDGE MOORE

Petition for Letters of Administration:

  • May require minimum $20,000 bond for out-of-state personal representative (Waivers on file).
  • Item 4 of petition incorrectly marked as there is no Will.

Recommend continuance to 12/23/20 to allow time to cure defects.

Appearance by counsel not required.

 

PR-20-000781 MATTER OF NEYEN KHATRI

Spousal Property Petition:

  • Need copies of statements showing current title to accounts.

Recommend continuance to 12/23/20 to allow time to cure defects.

Appearance by counsel not required.

 

PR-20-000782 MATTER OF LUCILLE R. NAVARRO

Spousal Property Petition:

  • Item 9 of petition omits relationships.
  • Need copies of deeds showing current title.
  • Need Notice of Hearing including proof of service to Department of Health Services.
  • Need Order.

Recommend continuance to 12/23/20 to allow time to cure defects.

Appearance by counsel not required.

 

THURSDAY, DECEMBER 3, 2020

Department 22

8:30 a.m.

 

PR-18-000413 ESTATE OF MOYA ARLENE PALMA

Discharge Review Hearing:

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

Appearance by counsel mandatory by VCourt.

 

PR-18-000826 MATTER OF JOAN CUNNINGHAM LIVING TRUST

Status Review Hearing continued from 01/09/20 and 08/25/20:

  • Re:  Petition to Determine Validity of Purported Trust and to Impose Constructive Trust; to Compel Trustee; to Return Property to the Estate; for Cancellation of Deed; to Charge Respondent With Breach of Fiduciary Duty, With Elder or Dependent Adult Financial Abuse, and With Wrongful Taking and for Exemplary Damages and Attorney Fees and Costs continued from 02/07/19, 03/08/19, 05/08/19, 07/10/19, 09/05/19, 10/17/19, 01/09/20 and 08/25/20:
  • Objection on file.

Possible Long Cause Matter.

Appearance by counsel mandatory by VCourt.

 

PR-19-000019 ESTATE OF SHARON YONAN

PrC§12200 Status Report of Administration continued from 06/04/20:

  • Need status re sale of real property.

Appearance by counsel mandatory by VCourt.

 

PR-19-000044 ESTATE OF PATRICIA ANN FERNANDEZ

PrC§12200 Status Report of Administration continued from 06/04/20:

  • Need status re Department of Health Services Claim.

Appearance by counsel mandatory by VCourt.

 

PR-19-000428 ESTATE OF JAMES J. FERNANDES

Discharge Review Hearing:

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

Appearance by counsel mandatory by VCourt.

 

PR-19-000432 ESTATE OF PATRICIA ANN MEUNIER 

First and Final Account and Report and Petition for Final Distribution:

  • Accounting schedules need to include date, payee, explanation and charge.
  • Need new Order.

Recommend continuance to 12/23/20 to allow time to cure defects.

Appearance by counsel not required.

 

PR-19-000555 ESTATE OF DAVID ALLEN ROSE

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

Recommend Discharge Review Hearing 06/03/21.

Court will sign submitted order, appearance not required.

Need Order.

  

PR-19-001184 ESTATE OF TRENT FREDERICK JOHNSON

Inventory Review Hearing:

  • Letters issued 06/05/20.  Inventory and Appraisal due 10/05/20.
  • Need Final Inventory and Appraisal.

Appearance by counsel mandatory by VCourt.

 

PR-20-000172 ESTATE OF OWEN C. ENSELE

Inventory Review Hearing.

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 06/08/21.

Appearance by counsel not required.

 

PR-20-000335 ESTATE OF CHRI A. BRADLEY

Inventory Review Hearing:

  • Letters issued 06/08/20.  Inventory and Appraisal due 10/08/20.
  • Need Final Inventory and Appraisal.

Appearance by counsel mandatory by VCourt.

 

PR-20-000344 ESTATE OF MICHAEL EDWARD DUCEY

Inventory Review Hearing.

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 06/08/21.

Appearance by counsel not required.

 

PR-20-000353 ESTATE OF MARIA S. AGUIAR

Inventory Review Hearing.

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 06/08/21.

Appearance by counsel not required.

 

PR-20-000609 ESTATE OF JORGE ALEJO DEL RIO

Status Review Hearing.

Recommend confirm Inventory Review Hearing 04/13/21.

Appearance by counsel not required.

 

PR-20-000662 ESTATE OF BENITO PESINA GONZALEZ III

Petition for Letters of Administration continued from 11/03/20.

No documents filed since prior hearing.  Prior notes remain:

  • Caption omits marking box for Authorization to Administer under the Independent Administration of Estates Act.
  • Item 1 of petition omits name of newspaper.
  • Item 1a of petition incorrectly marked.
  • Item 1b of petition omitted.
  • Item 2c of petition omitted.
  • Item 3c of petition omits county.
  • Item 3g(2)(a) of petition omitted.
  • Item 8 of petition omits relationship and age.
  • Item 4 of Waiver of Bond by Heir omits name of personal representative.
  • Item 2 of Duties and Liabilities of Personal Representative omits telephone number.
  • Item 2 of Notice of Petition to Administer Estate omitted.
  • Need explanation for additional parties listed on Notice of Hearing as personal representative appears to be only beneficiary.
  • Need Letters with original signature.

Appearance by counsel mandatory by VCourt.

 

PR-20-000686 ESTATE OF JEFFREY DEWAIN ROY

Petition for Probate of Lost Will and for Letters Testamentary continued from 10/28/20 recommended for approval.

Recommend Inventory Review Hearing 06/08/21.

Court will sign submitted order, appearance not required.

 

PR-20-000755 MATTER OF REBAGLIATI FAMILY TRUST

Petition for Order Directing that Assets Be Transferred Into Revocable Trust.

Recommended for approval.

Court will sign submitted order, appearance not required.

Need Order.

 

PR-20-000871 ESTATE OF OFELIA ALEJO DEL RIO

Petition for Probate of Lost Will and for Letters of Administration with Will Annexed recommended for approval upon receipt of Proof of Publication (with $200,000 bond).

Recommend Inventory Review Hearing 06/08/21.

Court will sign submitted order, appearance not required.

 

PR-20-000931 ESTATE OF MICHAEL NEELEY

Petition for Letters of Administration (with limited authority and $20,000 bond):

  • Need Proof of Publication.
  • Need Order.
  • Need Letters.

Recommend continuance to 12/23/20 to allow time to cure defects.

Appearance by counsel not required.

 

PR-20-000948 MATTER OF GRIECELDA ALANIZ

Petition for Order Authorizing Particular Transaction and for Creation of Final Power of Attorney for Incapacitated Spouse (PrC§3101 and PrC§17200).

  • Need input/report from Court Appointed Counsel on behalf of incapacitated spouse.
  • Need Order.

Recommend continuance to 12/23/20 to allow time to cure defects.

Appearance by counsel not required.

 

FRIDAY, DECEMBER 4, 2020 

No probate matters scheduled.

 

MONDAY, DECEMBER 7, 2020

Department 21

8:30 a.m.

 

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

Settlement Conference continued from 09/28/20.

Appearances mandatory by VCourt. 

Last updated: November 18, 2020 9:10 AM