February 17, 2019

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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.

THURSDAY, FEBRUARY 14, 2019

 

Department 22 

8:30 a.m.

 

2200636 ESTATE OF LEONORE KOERTGEN KEN 

Discharge Review Hearing: 

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

Appearance by counsel mandatory.

 

2201122 ESTATE OF EDWARD D. SANTANA  

PrC§12200 Report of Status of Administration. 

Recommend continuance to 05/14/19 as requested to allow time to complete sale of real property. 

Appearance by counsel not required.

 

2201368 ESTATE OF JUANITO LIGERALDI ESGUERRA 

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.

 

2201381 ESTATE OF EUGENE MYATT 

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

Recommend Discharge Review Hearing 09/13/19. 

Court will sign submitted order, appearance not required.

 

PR18000457 MATTER OF BELARMINA MARIA AZEVEDO TRUST
Petition for Order Determining Trust’s Title to Personal Property continued from 10/18/18, 11/27/18 and 01/08/19. 

Recommended for approval. 

Court will sign submitted order, appearance not required.

 

PR18000585 MATTER OF THE TONY G. HODGE 2014 TRUST
Petition to Enforce Money Judgment Against Trust Beneficiary; Memorandum of Points and Authorities; and Proposed Order continued from 01/08/19: 

  • Need Notice of Hearing (mandatory Judicial Council of California form DE-120).
    Need Order. 

Appearance by counsel mandatory.

 

PR18000642 MATTER OF GLORIA MILLER REVOCABLE TRUST 

Related Case No. PR19000012. 

Petition for Order Confirming Trust Asset: 

  • Need copy of document showing transfer of husband’s community one-half interest in real property to decedent.  

Recommend continuance to 03/14/19 to coincide with Related Case No. PR19000012. 

Appearance by not required.

 

PR18000694 MATTER OF THE CHARLES PAUL JR. AND BEATRICE ROSE CORNEJO LIVING TRUST 

Petition for Order Confirming Trust Asset continued from 01/10/19. 

Recommended for approval. 

Court will sign submitted order, appearance not required.

 

PR18000705 MATTER OF MARIA MOORE POOLED SPECIAL NEEDS TRUST 

Petition to Establish, Join, and Fund an Account for Maria Moore in the Golden State Pooled Special Needs Trust: 

  • Need revised Order with bond amount, copy of trust, limit on monies paid without court order. 

Recommend continuance to 03/14/19 to allow time to provide revised Order. 

Appearance by counsel not required.

 

PR18000711 ESTATE OF DOROTHY ELIZABETH SALGADO 

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

Recommend Inventory Review Hearing 08/14/19.

Court will sign submitted order, appearance not required.

 

PR18000821 MATTER OF LEIGH O. TIBBETTS 2014 REVOCABLE TRUST 

Petition for Order Approving Modification of Trust Terms. 

Recommended for approval. 

Court will sign submitted order, appearance not required.

 

PR18000882 ESTATE OF WILLA M. OBLIGACION 

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

Recommend Inventory Review Hearing 08/14/19. 

Court will sign submitted order, appearance not required.

 

PR18000887 ESTATE OF GERALDINE PAUL

Petition for Letters of Administration recommended for approval. 

Recommend Inventory Review Hearing 08/14/19. 

Court will sign submitted order, appearance not required.

 

PR19000012 MATTER OF JACK MILLER

Related Case No. PR18000642.

Spousal Property Petition:

  • Item 1 incorrect (should be Mark Miller, Trustee of the Gloria Miller Trust, U/A/D May 12, 2015). 
  • Item 11 of petition omitted. 
  • Item 12a marked incorrectly. 
  • Need Attachment 11 (same as Attachment 9). 

Recommend continuance to 03/14/19 to allow time to cure defects. 

Appearance by counsel not required.

 

FRIDAY, FEBRUARY 15, 2019

 

Department 22

8:30 a.m. 

 

2200763 ESTATE OF TAMARA JEAN STAGGS

Account Review Hearing continued from 08/15/18:

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

Appearance by counsel mandatory.

 

2201260 ESTATE OF DONALD COLOMBUS SMITH

PrC§12200 Status Report.

  • Need Notice of Hearing pursuant to PrC§12201.

Recommend continuance to 03/15/19 to allow time to give notice properly.

Appearance by counsel not required.

 

2200557 ESTATE OF KENNETH ELDRED MUSCIO

Account Review Hearing continued from 08/24/18:

Recommend further continuance to 03/15/19 to allow time to reopen cases and revise Inventory and Appraisal and complete sale of additional real property.

Appearance by counsel not required.

 

2200560 MATTER OF THE ADRIANA CRISTINA RODRIGUEZ ARIAS SETTLEMENT TRUST

Related Case No. 2200561.

Account Review Hearing:

  • Need Second Account and Report of Successor Trustee and Petition for its Settlement.

Appearance by counsel mandatory.

 

2200561 MATTER OF THE ALEJANDRA STEPHANIE RODRIGUEZ ARIAS SETTLEMENT TRUST

Related Case No. 2200560.

Account Review Hearing:

  • Need Second Account and Report of Successor Trustee and Petition for its Settlement.

Appearance by counsel mandatory.

 

2201326 ESTATE OF KIMBERLY A. KENNARD

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.

 

2201405 ESTATE OF KATHERINE V. McKINNIS

Inventory Review Hearing:

  • Letters issued 08/16/18.  Inventory and Appraisal due 12/16/18.
  • Inventory and Appraisal prepared incorrectly and needs to be value by the probate referee.

Recommend continuance to 03/29/19 to allow time to cure defects.

Appearance by personal representative (pro per) not required.

 

2201429 ESTATE OF MARY A. CUSTER

Inventory Review Hearing continued from 10/10/18.

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 08/20/19.

Appearance by counsel not required.

 

2201463 ESTATE OF JOSEPH ANTHONY SANDOVAL

Inventory Review Hearing:

  • Need Corrected Final Inventory and Appraisal:
  • Caption does not mark box for “Partial” or “Final”.
  • Caption does not mark box for “Property Tax Certificate”.
  • Item 4 omitted.
  • Item 5b omitted.

Recommend continuance to 03/15/19 to allow time to cure defects.

Appearance by counsel not required.

 

PR18000013 ESTATE OF RICK J. HECKEL

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

Recommend Discharge Review Hearing 09/17/19.

Recommend vacate 02/27/19 Inventory Review Hearing.

Court will sign submitted order, appearance not required.

 

PR18000204 ESTATE OF BETTY G. CARLSON

Inventory Review Hearing:                                               

Final Inventory and Appraisal on file.

Recommend confirm 03/12/19 hearing on First and Final Account and Report and Petition for Final Distribution.

Appearance by counsel not required.

 

PR18000216 ESTATE OF MICHAEL HAJDUK

Inventory Review Hearing:

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 08/20/19.

Appearance by counsel not required.

 

PR18000219 ESTATE OF DONNA M. MYERS

Inventory Review Hearing:

Letters issued 08/21/18.  Inventory and Appraisal due 12/21/18.

Need Final Inventory and Appraisal.

Appearance by counsel mandatory.

 

PR18000891 ESTATE OF PHYLLIS CAROL SPEARS

Petition for Letters of Administration recommended for approval (may require bond for out-of-state personal representative/Waivers of Bond by Heirs on file). 

Recommend Inventory Review Hearing 08/15/19. 

Court will sign submitted order, appearance not required. 

 

MONDAY, FEBRUARY 18, 2019

Court Holiday - President's Day

 

WEDNESDAY, FEBRUARY 20, 2019

 

Department 22

8:30 a.m.

 

439528 MATTER OF THE 2000 LESLIE D. ORR IRREVOCABLE TRUST

Petition to Terminate Trust of Leslie D. Orr dated March 123, 2000, Distribute and Exonerate Bond continued from 10/16/18, 11/29/18 and 12/20/18.

No documents filed since prior hearing.  Prior notes remain:

  • Need explanations and accounting of withhold of $3,000.00.

Appearance by counsel mandatory.

 

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

Status Review Hearing:

  • Need status re adjustments.

Appearance by counsel mandatory.

2200888 ESTATE OF RAYMOND L. BROWN

PrC§12200 Status Report of Administration continued from 11/30/18 and 12/20/18.

No documents filed since prior hearing.  Prior notes remain:

  • Need Notice of Hearing pursuant to PrC§12201.

Appearance by counsel mandatory.

 

2201147 MATTER OF DAVID LEE AMESQUITA II SPECIAL NEEDS TRUST

Accounting Review Hearing continued from 12/20/18.

Recommend confirm 03/28/19 hearing on First Accounting and Report of Trustee.

Appearance by counsel not required.

 

2201480 ESTATE OF JUDY ROBERTA HACKETT

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

  • Need Inventory and Appraisal.
  • Page 2, line 26, of petition gives incorrect expiration date for filing of creditor’s claim unless Notice of Administration to Creditor’s has been given and changes date.  If so, need the Notice of Administration to Creditors filed with the court.

Recommend continuance to 03/19/19 to allow time to cure defects.

Appearance by counsel not required.

 

PR18000244 ESTATE OF DONNA JEAN GIBSON

Inventory Review Hearing.

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 08/23/19.

Appearance by counsel not required.

 

PR18000247 ESTATE OF MARIA P. SILVEIRA

Inventory Review Hearing.

Final Inventory and Appraisal on file.

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

Recommend Discharge Review Hearing 09/20/19.

Court will sign submitted order, appearance not required.

 

PR18000384 ESTATE OF RALPH JAMES HARRELSON II

Related Case No. PR18000676.

Petition for Letters of Administration filed by George P. Rodarakis on behalf of creditor continued from 09/20/18, 10/25/18 and 12/20/18.

No documents filed since prior hearing.  Prior notes remain:

  • Need bond in amount of $20,000.00 (minimum amount).
  • Need Duties and Liabilities of Personal Representative.
  • Need Proof of Publication.

Appearance by counsel mandatory.

 

PR18000467 MATTER OF BETTY JEAN FILIPPINI

Spousal Property Petition continued from 10/02/18, 12/05/18 and 12/20/18.

No documents filed since prior hearings.  Prior notes remain:

  • Item 4c of petition omitted.
  • Need proof of mailing to Department of Health Services.
  • Order signed on page 1 of 1, not attachment.

Appearance by counsel mandatory.

 

PR18000472 ESTATE OF EDWARD ARTHUR PEARCE

Petition for Probate of Lost Will and for Letters Testamentary continued from 12/05/18 and 12/20/18 recommended for approval.

Recommend Inventory Review Hearing 08/20/19.

Court will sign submitted order, appearance not required.

 

PR18000672 ESTATE OF ANNETTE TALAMANTE 

Petition for Probate of Will and for Letters Testamentary continued from 11/30/18 and 12/20/18:                                 

  • Need Order.
  • Need Letters with original signature.

Objection/Declaration on file.

Possible Long Cause Matter.

Appearance by counsel mandatory.

 

PR19000019 ESTATE OF SARGON YONAN

Petition for Letters of Administration recommended for approval with bond in amount to be determined (minimum bond $20,000.00).

Recommend Inventory Review Hearing 08/20/19.

Court will sign submitted order, appearance not required.

 

PR19000020 ESTATE OF THOMAS HOLLIS

Petition for Letters of Administration recommended for approval.

Recommend Inventory Review Hearing 08/20/19.

Court will sign submitted order, appearance not required.

 

PR19000021 ESTATE OF CORINNE NICOLE MAY

Petition for Letters of Administration recommended for approval.

Recommend Inventory Review Hearing 08/20/19.

Court will sign submitted order, appearance not required.

Last updated: February 14, 2019 12:52 PM