Probate Notes

Probate Examiners, Anne Holsinger and Michelle Warren, may be reached at Probate.Examiner@stanct.org . Telephone calls can be directed to the Probate Unit as set forth above. Emails must have the case identification information and hearing time/date in the subject line. No attachments will be opened. The Probate Examiner can only respond to inquiries regarding the meaning of comments in the notes. Please do not email to notify that documents have been filed, to request a confirmation whether documents have been received, or to request the clearing of notes. No legal or procedural advice may be given by the Probate Examiner in response to your email.

• It is the goal of the Probate Examiner to have Probate Notes posted five (5) calendar days prior to the hearing.
• Defects described in the Probate Notes must be corrected prior to approval of the moving papers. 
• If you are filing documents to cure technical defects, they should be filed NO LATER THAN FIVE COURT DAYS before the hearing.  Later-filed documents might not be reviewed prior to the hearing and could result in a continuance of your case.

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.

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Please Note: "Appearance not required (by VCourt if preferred)."

This language indicates that no one is required to appear at the hearing.  Probate hearings are open to the public, however, and anyone who wishes to observe a proceeding may do so. Appearances in most cases may be made in person or remotely, by telephone, using VCourt. For more information on how to appear by VCourt, please see the section "Remote Telephonic Hearings" on the home page of this website.

POSTED DECEMBER 16, 2024
Please visit the new Probate Examiner's Corner section of the Probate Division webpage where you will find news, reminders, and guides!

POSTED OCTOBER 15, 2024, UPDATED JANUARY 2, 2025
To those in the probate community who handle or assist with Conservatorships: Please take care to learn about the revision to Judicial Council Form GC-355 and new attachment Form GC-356 which went into effect January 1, 2025, and the new requirements for that form based on Senate Bill 280.

POSTED SEPTEMBER 29, 2022, UPDATED 12/02/22

• Please help expand the list of qualified counsel willing to accept appointment in Probate matters, as either court-appointed counsel in Conservatorships pursuant to PrC§1471, Guardians ad litem, successor personal representatives in decedents' estates, and successor trustees. 

• For appointment as counsel in a Conservatorship, please see the list of qualifications and requirements found in California Rule of Court 7.1103 and 7.1105.

• Review forms PR004, PR005, and GC-010 available for download on the Common Forms & Packets page here: https://www.stanislaus.courts.ca.gov/forms-filing/common-forms-packets for more information.  Remit your completed forms to the Superior Court.

POSTED AUGUST 2, 2021

• Effective July 1, 2021, pursuant to Local Rule 8.04(D) , all communication with the Probate Examiner must be conducted via email, Probate.Examiner@stanct.org . Communication must be limited to the content of Probate Notes. 

THURSDAY, JANUARY 16, 2025

Department 22
8:30 a.m.

PR-20-000815 ESTATE OF BUDDY JOE LYNCH

Order to Show Cause issued 10/02/24 to both co-Administrators:
To appear and show cause why they should not be held in contempt and/or removed from office pursuant to PrC 8502 for failure to file Account as ordered pursuant to PrC 11051, 11052 and failure to appear on 10/02/24.

Account Review Hearing continued from 10/24/23, 04/03/24, 07/03/24, 10/02/24:
On 10/02/24, the court suspended the co-Administrators for their failure to abide by the court’s order of 07/03/24 and file a First and Final Account and Petition for Final Distribution and referred them to the Law Library. 
Hearing on court’s own motion to appoint the Public Administrator as successor personal representative pursuant to PrC§7621.

Appearance by co-Administrators mandatory, County Counsel required (by VCourt if preferred).

PR-22-000640 ESTATE OF PEDRO S. ALBERTO, AKA PETE ALBERTO
(1)    Order to Show Cause issued 09/13/24 to personal representative to appear for her failure to file pleadings as directed continued from 10/09/24:

(2)    Account Review Hearing continued from 10/09/24:

First Account and Report of Administrator has been filed and a hearing set for 02/25/25.
The 02/25/25 hearing will be confirmed.

(3)    Hearing on Petition for 1. Removal of Irma Zarate as Personal Representative of Estate; 2. Removal of Irma Zarate as Trustee; 3. Appointment of Personal Representative and Successor Trustee; and 4. Surcharge Against Irma Zarate continued from 10/09/24:
Proof of service of Citation on file.

Examiner notes a status report was filed 01/03/25 and may have been inadvertently set for hearing on 02/19/25.  This does not appear to be a PrC §12200 status report, rather a review status report which was directed to be filed at the 10/09/24 hearing.  Recommend the court vacate the 02/19/25 status report hearing and order the $200.00 filing fees refunded.  Matter of the status report is Submitted to judge for determination. Counsel to inform the court of the intent of the status report.

Prior notes remain:
Petitioner has not filed all necessary pleadings to seek appointment as successor personal representative, to wit (see PrC§8522):
•    Form DE-147 Duties and Liabilities not on file.
•    Form DE-121 Notice of Petition to Administer Estate not on file. See PrC§§8110-3
Hearing Required.
Appearance by counsel mandatory (by VCourt if preferred).

PR-23-000268 ESTATE OF LEONOR MACIEL AVELAR, AKA LEONOR M. AVELAR
(1)    Hearing on PrC§12200 Status Report of Administration continued from 06/20/24, 08/09/24, 09/13/24:
On 06/20/24, Personal Representative was directed to perfect notice before next hearing. Notice has been perfected. Recommend court allow estate to remain open.

(2)    Hearing on First and Final Report of Administrator and Petition for Final Distribution on Waivers of Account, Request for Statutory Compensation to Administrator and Reimbursement for Costs Advanced:
•    Description of assets on hand omitted the motor vehicle itemized in the Inventory and Appraisal.  
•    Report page 3 (regarding Creditor’s Claims) does not appear sufficiently detailed pursuant to Local Rule 8.83 B.
•    Declaration did not itemize the cost and purpose of each expense related to upkeep of the property.  Please supplement the report describing the use of Personal Representative’s personal funds and later reimbursement from estate.
•    Need schedule calculating gains/losses on sales pursuant to Local Rule 8.65 B 4, CRC rule 7.550(b).
Recommend continuance to 05/14/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-23-000640 ESTATE OF MARIA DE REFUGIO JAUREGUI
Account Review Hearing:
Petition for Final Distribution has been filed and set for hearing on 02/04/25.
Hearing of 02/04/25 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-23-000659 ESTATE OF ENRIQUE GARCIA BENAVIDES, AKA HENRY BENAVIDES
Account Review Hearing:
On 09/19/24, noting that a PrC§12200 Status Report was already due, the court ordered the personal representative to file either the above report or a Petition for Final Distribution within thirty days of that hearing. Not on file.
•    Recommend court issue Order to Show Cause to Administrator and Administrator’s counsel to be personally present pursuant to PrC§12202:
    o    To show condition of estate and why estate cannot be distributed and closed;
    o    So that court may order Administrator to prepare and file a First Account Current at the court’s discretion pursuant to PrC§12202(b).
    o    Noncompliance may result in removal of personal representative from office (PrC§§12204, 8500).
Appearance by Administrator and Administrator’s counsel required (by VCourt if preferred).

PR-23-000749 MATTER OF ARLETE B. HEMPHILL 2021 REVOCABLE TRUST 

Hearing on Petition for Accounting, Breach of Trust, and Double Damages filed by Catherine Hemphill continued from 10/17/23, 02/06/24, 04/23/24, 06/13/24, 09/17/24:
Objection filed – 03/12/24.

Hearing on Petition for Court Order Establishing Claim to Property, Quantum Meruit, Constructive Trust, and Declaratory Relief filed by Successor Trustee William Hemphill continued from 06/13/24, 09/17/24:
Objection filed – 09/13/24.
Prior Notes remain:
•    Notice of Hearing, Form DE-120, file marked 04/02/24, did not appear to comply with PrC§§851(c)(1) (description of property) or 851(c)(3) statement advising interested persons). Notice therefore appears defective. See Mandatory Judicial Council Form DE-115.
•    If the person to receive notice is represented by an attorney, notice should be mailed to the party and to his/her attorney per CRC7.51(b) and PC§1214.
Recommend court set deadline for notice to be cured or Petition by Trustee may be dismissed.

Appearance by counsel required (by VCourt if preferred).

PR-23-000936 ESTATE OF SHARON LEE WYNNE
Account Review Hearing:
PrC §12200 Status Report filed and set for hearing 02/20/25. 
Hearing of 02/20/25 will be confirmed.
Inventory and Appraisal must be filed before next hearing.
Appearance not required (by VCourt if preferred).

PR-23-001082 ESTATE OF TERRY WAYNE MONKHOUSE AKA TERRY W. MONKHOUSE, TERRY MONKHOUSE
Account Review Hearing:
PrC §12200 Status Report filed and set for hearing 02/04/25. 
Hearing of 02/04/25 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-23-001086 ESTATE OF CARLA NELSON
Account Review Hearing:
Petition for Final Distribution has been filed and set for hearing on 03/27/25.
Hearing of 03/27/25 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-23-001268 IN THE MATTER OF JOE R. FERNANDES AND NELLIE E. FERNANDES FAMILY TRUST
Hearing on Petition to Remove Trustee (PrC § 17200(b)(10)), Compel a Trust Accounting (PrC § 17200(b)(5),(7), (C)), Compel an Accounting by Attorney In Fact (PrC §§ 4541 and 4545), Determine Trust Beneficiaries by Construction of Trust Provision(PrC § 17200(b)(1)(3)(4)), Determine Liability for Financial Elder Abuse (W&I § 15610.30), and for Award of Attorneys’ Fees and Costs continued from 02/22/24, 05/23/24, 09/11/24: 
Objection filed 04/12/24 (by Gary Fernandes). 
Possible long cause matter.
Per minute order 09/11/24, counsel shall file the accounting for the period of 06/12/20 through 07/31/24 no later than the close of business on 10/31/24.  Partial Accounting on file and attached to the Status report file marked 10/31/24.
Please be prepared to advise the court of the status of the accouting.
Appearance by counsel required (VCourt if preferred). 

PR-24-000298 JOSEPH SALLABERRY AND JEANINE SALLABERRY REVOCABLE TRUST
Hearing on Petition for Conveyance or Transfer of Property, Breach of Trust, Financial Elder Abuse, Damages Purs. to PrC§859, and Fraud and Undue Influence continued from 05/21/24, 09/17/24:
Objection filed (file marked 07/22/24 - by Solange Sallaberry)
Possible long cause. Need status of discovery.
Hearing required.
Appearance required (by VCourt if preferred).

PR-24-000662 ESTATE OF WILLIAM A. JOHNSON
Hearing on Petition for Probate of Will and for Letters of Administration with Will Annexed continued from 08/15/24, 10/18/24:
Will is not self-proving.  Proof of Subscribing Witness on file.
Prior defects cured.
Recommend approval of petition as supplemented and admission of Will to Probate.
Recommend Inventory Review Hearing 07/16/25 pursuant to Local Rule 8.41B.
Appearance not required (by VCourt if preferred).

PR-21-000924 ESTATE OF CYNTHIA JOAN CULBRETH
Hearing on Second PrC§12200 Status Report of Administration:
•    Notice of Hearing file-marked 11/20/24 did not reflect that notice was given to the trustee(s) for the Estate of Ameila Limon.
Recommend continuance to 03/12/25 to coincide with previously set Account Review Hearing and allow time to perfect notice.
Appearance not required (by VCourt if preferred).

PR-22-001059 ESTATE OF VIVIENNE S. WIGLE
Hearing on First and Final Account and Report of Executor and Petition for its Settlement, for Allowance of Statutory Compensation to Executor and Attorneys; and for Final Distribution:
Notes have been cured.
Recommend approval of Account and Petition.
Recommend Discharge Review Hearing 07/17/25 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-24-000191 ESTATE OF SHARON ANN CONTENT, AKA SHARON A. CONTENT, SHARON CONTENT
Hearing on Report on Waiver of Account, Petition for Waiver of Compensation to Executor, Allowance of Compensation to Attorneys for Ordinary Services, Allowance of Reimbursement to Attorneys for Costs Advanced, Reserve for Closing Expenses, and for Final Distribution:
Recommend approval of Report and Petition. Please see revision to Local Rule 8.68 effective 01/01/25 for what is required for retains of $5,000.00 or greater.
Recommend Discharge Review Hearing 07/17/25 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-24-000993 MATTER OF RESULTING TRUST FOR THE BENEFIT OF ALEXANDRIA CARL
Hearing on Petition for Title to Property Held Trustee of Resulting Trust:
•    Notice of Hearing not on file.
A Request for Continuance is on file.
Recommend continuance to 05/15/25 to allow time for notice to be perfected.
Please take note of the Minute Order issued 10/02/24 with the following language: 
“The Court has concerns regarding its jurisdiction over the property at issue. The property is not in a decedent’s estate, an express trust, a conservatorship, or a guardianship, and it does not involve a power of attorney agreement. Because of the possible lack of jurisdiction, the Court cannot at this time find that the underlying petition states a valid claim. However, the Court will hear argument on this issue.”
Appearance not required (by VCourt if preferred).

PR-24-001292 ESTATE OF STEVEN D. BELLEAU
Hearing on Petition for Letters of Administration:
•    Waivers of bond on file for all intestate heirs; however, personal representative resides out of state.  Bond may be required at the court’s discretion. See Probate Code §8571. Minimum bond amount currently is $20,000.00 pursuant to Local Rule 8.33.
•    Petition item 5b incomplete (existence of stepchild or foster child who would have been adopted but for a legal barrier).
•    Form DE-150, Letters, not submitted.
Please be prepared to inform the court if there are any known California creditors or liabilities of the estate at next hearing.
Recommend continuance to 02/14/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred). 

FRIDAY, JANUARY 17, 2025

Department 22
8:30 a.m.

2201146 STEPHANIE K. ST. PIERRE SPECIAL NEEDS TRUST
Hearing on Petition to Approve Fourth Account and Report of Trustees from 06/01/2021 Through 05/31/2023, to Decrease Bond, and to Approve Attorney’s Fees continued from 10/31/24:
•    Declaration in Support of Request for Attorneys’ Fees requests authorization of payment for attorneys’ fees during a time period (02/04/22 – 07/02/24) which overlaps the time period of the accounting (of 06/01/21 – 05/31/23).  Examiner notes Declaration filed 10/31/24.  Submitted to judge for determination.
Recommend approval of request to decrease bond by $28,000 for total bond of $71,000.00.
Once approved, Recommend continuance to allow time for confirmation of bond reduction to be filed prior to file-marking of Order Approving Account and Report (PrC§2320.2).
Appearance by counsel required (by VCourt if preferred).

PR-21-001318 ESTATE OF LINDA ELIZABETH BANUELOS
Hearing on Second Amended (file-marked 01/08/23) First and Final Report of Administrator, and Petition for Final Distribution on Waiver of Account continued from 09/13/23, 01/23/24, 05/07/24, 08/15/24, 11/14/24:
Prior Notes have been cured.
Recommend approval of Report and Petition.
Recommend Discharge Review Hearing 07/17/25 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred). 

PR-22-001215 ESTATE OF JUDITH STEPHANIE PEREZ
Hearing on First and Final Account and Report of Administrator, Petition for Termination of Proceedings continued from 11/19/24:
Prior Notes have been cured.
Recommend approval of petition as supplemented.
Appearance not required (by VCourt if preferred).

PR-23-001293 ESTATE OF FRANK LANCE COHEN
Hearing on Second Amended Petition (file-marked 11/04/24) for Letters of Administration continued from 01/24/24, 04/17/24, 08/07/24, 11/05/24:
•    Republication is necessary pursuant to CRC 7.53(a) as an Amended Petition was filed. The Affidavit file-marked 11/05/24 cannot apply to this pleading as it reflects publication occurred prior to the filing of this pleading.
•    A new Notice of Petition to Administer Estate, Form DE-121, is necessary pursuant to CRC 7.53(a) as an Amended Petition was filed.
Recommend one last continuance to allow time to perfect notice, to 02/28/25.
Appearance not required (by VCourt if preferred).

PR-23-001294 ESTATE OF MARY ELLA COHEN
Hearing on Second Amended Petition (file-marked 10/03/24) for Letters of Administration continued from 01/24/24, 04/17/24, 08/07/24, 11/05/24:
•    Republication is necessary pursuant to CRC 7.53(a) as an Amended Petition was filed. The Affidavit file-marked 11/05/24 cannot apply to this pleading as it reflects publication occurred prior to the filing of this pleading.
•    A new Notice of Petition to Administer Estate, Form DE-121, is necessary pursuant to CRC 7.53(a) as an Amended Petition was filed.
•    Recommend one last continuance to allow time to perfect notice, to 02/28/25.
Appearance not required (by VCourt if preferred).

PR-24-000279 ESTATE OF MARIA GUADALUPE SALAZAR
Hearing on Amended Petition (file-marked 06/27/24) for Letters of Administration continued from 04/25/24, 08/07/24, 09/13/24, 11/15/24:
Nothing filed since previous hearing. Prior Note remains:
•    Affidavit of publication file-marked 10/28/24 reflects the published notice:
    o    Included a request to admit decedent’s will and codicils, if any, when the petition alleges decedent died intestate. See the FAQ regarding publication posted online here: https://www.stanislaus.courts.ca.gov/divisions/probate/probate-faqs 
    o    Republication will not be reimbursable.
Appearance by counsel required (by VCourt if preferred).

PR-24-000605 ESTATE OF ANNIE PEARL COTTON
Hearing on Petition for Probate of Will and for Letters of Administration with Will Annexed continued from 08/13/24, 11/06/24:
Prior Notes have been cured.
Will is not self-proving.  Proof of Subscribing Witness on file.
Recommend approval of petition, and admission of will to probate.
Recommend Inventory Review Hearing 07/16/25 pursuant to Local Rule 8.41 B.
Appearance by counsel required (by VCourt if preferred).

PR-24-000825 ESTATE OF DORIS COETTA BELL, AKA DORIS COETTA RAMBO
Review Hearing continued from 11/22/24:

The court on 11/22/24 ordered both of the competing petitioners to either:
1.    Republish notice pursuant to Probate Code sections 8120 et seq. in either the WESTSIDE INDEX or the MODESTO BEE. See list of local newspapers on the court’s website here: https://www.stanislaus.courts.ca.gov/divisions/probate/newspapers 
OR
2.    Prepare, serve on the opposing petitioner, and then file with the court a verified Declaration (with proof of service attached) alleging substantial compliance pursuant to Probate Code section 8122. Petitioners are referred to read Probate Code sections 8120 through 8122.

The court on 11/22/24 ordered petitioner S. Fermon to either:
1.    Prepare, serve on the opposing petitioner and on QWAMMON MARLBOROUGH, and then file with the court a verified Declaration (with proof of service attached) alleging that QWAMMON MARLBOROUGH is not a surviving grandson of the decedent. 

OR

2.    Perfect mailed notice (Form DE-121) on QWAMMON MARLBOROUGH and thereafter file proof of mailed notice (Form DE-121) with the court.
         a.    The Notice file-marked 01/15/25 is defective: 
                     i.    Server’s residence omitted (item 2 on page 2).
                     ii.    Server’s signature was not dated (page 2).

Recommend court allow for one last continuance of this review to allow the competing petitioners time to republish, to 03/21/25. 

No appearance required on 01/17/25. Anyone who chooses to appear at this hearing may do so either in person or remotely, by telephone, using VCourt.
 

ADD ON:
PR-23-000289 The Machado Family Credit Bypass Trust
Hearing on Ex Parte Motion to Continue Trial:
Appearance Required (Appearance may be made by VCourt if preferred)
 

MONDAY, JANUARY 20, 2025
COURT HOLIDAY.  NO MATTERS ON CALENDAR.

TUESDAY, JANUARY 21, 2025

Department 22
NO DECEDENT'S ESTATES OR TRUST MATTERS ON CALENDAR.

Department 21
1:30p.m.

PR-23-001039 AJIT S. SAMRA & BEANT K. SAMRA LIVING TRUST
Settlement Conference:
Appearances mandatory (by VCourt if preferred).

Department 23
1:30p.m.

PR-22-000274 LEOPOLD T. PRESCOTT LIVING TRUST
Settlement Conference:
Appearances mandatory.
Any person wishing to appear remotely must obtain the court’s permission to appear via VCourt by contacting the courtroom clerk.
 

WEDNESDAY, JANUARY 22, 2025
Department 23
8:30 a.m.

PR-23-001096 ESTATE OF JONATHAN DAVID BALINSON, AKA JONATHAN D. BALISON, JON BALINSON
Account Review Hearing:
See Local Rule 8.82. Neither Petition for Final Distribution nor PrC§12200 Status Report are on file.
Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 90 days if estate is not in a position to be closed.
Recommend continuance to 05/16/25 to allow time for filing of above pleadings. If neither pleading is on file by the next hearing date, the court may issue an order to show cause for personal representative to appear pursuant to PrC§12202.
Appearance not required (by VCourt if preferred).

Department 22
8:30 a.m.

PR-23-001192 ESTATE OF RYAN SCOTT THOMPSON
Account Review Hearing:
Examiner notes that personal representative filed what appears to be her first PrC §12200 status report (file marked 12/05/24); however, a hearing was not set nor were the correct filing fees paid ($200.00).  
•    Notice of Hearing is not on file.
In a cursory review, it appears that personal representative references decedent’s predeceased spouse’s estate.  Was that filed in this county? Please provide more detail before the next hearing and specify an estimated time needed to close the estate.
Recommend court set a hearing on PrC §12200 Status Report on 03/04/25 to allow time allow time to perfect notice and to pay the additional $140.00 filing fee. 
Appearance not required (by VCourt if preferred).

PR-23-001193 ESTATE OF MARTIN J. McKEAN, AKA MARTIN McKEAN
Account Review Hearing:
•    Final Inventory and Appraisal: Attachment 2 reflects the sole asset of the estate is a distribution from a Trust. Did this distribution occur before or after decedent’s passing? If before, the cash must be listed in Attachment 1. If after, the inheritance must be appraised by the Probate Referee. See PrC§§8901 et seq. A Corrected Inventory and Appraisal appears required in either case.
See Local Rule 8.82. Neither Petition for Final Distribution nor PrC§12200 Status Report are on file.
Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 90 days if estate is not in a position to be closed.
Recommend continuance to 05/21/25 to allow time for filing of above pleadings. If neither pleading is on file by the next hearing date, the court may issue an order to show cause for personal representative to appear pursuant to PrC§12202.
Appearance not required (by VCourt if preferred).

PR-23-001201 ESTATE OF ZACHARY I. VILLAREAL, AKA ZACHARY ISAAC VILLAREAL
Account Review Hearing:
Letters issued 12/28/23. Inventory and Appraisal due 04/29/24. Final Inventory and Appraisal not on file.
On 07/02/24, the court ordered the co-Administrators to file the Inventory and Appraisal prior to this hearing. Per the Report (see note below), the I&A was sent to the Referee in the last month (one year after Letters were issued) and the explanation for the delay was that co-Administrators had lately received information regarding financial accounts; no further explanation was included as to why they did not file a Partial I&A identifying the other assets.

Multiple claims have been filed that were signed by one of the co-Administrators. Please see PrC§9252. A proposed Form DE-174 Allowance or Rejection of Claim has not been submitted to the court for the court to approve or reject the claims.

PrC§12200 Status Report has been filed and set for hearing 02/25/25. Notice of Hearing not yet on file (see PrC§12201).
Hearing of 02/25/25 will be confirmed.

Appearance not required (by VCourt if preferred).

PR-24-000354 ESTATE OF KATHRYN MARTLOCK
Inventory Review Hearing:
Letters issued 07/17/24. Inventory and Appraisal due 11/17/24.
Final Inventory and Appraisal not on file. See Local Rule 8.41 B, Probate Code section 8800 et seq.
Need status of Inventory and Appraisal.
•    Recommend court compel Personal Representative to file the Final Inventory and Appraisal pursuant to Probate Code § 8804 or face possible sanctions including removal from office.
Appearance by Personal Representative and counsel required (by VCourt if preferred).

PR-24-000414 ESTATE OF BARBARA L. ROSSI, AKA BARBARA ROSSI, AKA BARBARA LOIS ROSSI
Inventory Review Hearing: 
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 08/20/25 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-24-000442 ESTATE OF HAROLD D. PETERSON, AKA HAROLD DON PETERSON
Inventory Review Hearing:
Letters issued 06/27/24. Inventory and Appraisal due 10/27/24.
Final Inventory and Appraisal not on file. See Local Rule 8.41 B, Probate Code section 8800 et seq.
Pursuant to the personal representative’s request for extension of time to file the I&A [PrC§8800(b)], recommend court set Account Review Hearing 07/29/25 pursuant to Local Rule 8.82, at which time a PrC§12200 Status Report must be filed if the I&A is not on file.
Appearance not required (by VCourt if preferred).

PR-24-000447 ESTATE OF BRIAN CHARLES JACKSON, AKA BRIAN C. JACKSON, BRIAN JAKSON
Inventory Review Hearing: 
Final Inventory and Appraisal is on file.
•    Inventory and Appraisal omits characterization of decedent’s property [PrC§8850(c)] except for the asset that is real property. This information will be needed prior to the closing of the estate.
Recommend Account Review Hearing 07/22/25 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-24-000501 ESTATE OF JUDITH D. HILL, AKA JUDITH DEE WISE
Inventory Review Hearing: 
Final Inventory and Appraisal is on file.
A Petition for Final Distribution has been filed and set for hearing on 03/26/25.
Hearing of 03/26/25 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-24-000502 ESTATE OF HASKELL LEON MOORE
Inventory Review Hearing: 
Final Inventory and Appraisal is on file.
•    Inventory and Appraisal omits characterization of decedent’s property [PrC§8850(c)] except for the asset that is real property. This information will be needed prior to the closing of the estate.
Recommend Account Review Hearing 10/02/25 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-24-000509 ESTATE OF KARL J. SPARKS, AKA KARL JOHN SPARKS
Inventory Review Hearing: 
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 08/28/25 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-23-000546 ESTATE OF ROBERT LEROY CARLSON, AKA ROBERT L. CARLSON, ROBERT CARLSON
Hearing on PrC§12200 Status Report of Administration:
•    Notice of Hearing (see PrC§12201), including creditors (PrC§48) not on file at time of review.
Recommend continuance to 04/30/25 to coincide with previously set Account Review Hearing to allow time to perfect notice.
Appearance required (by VCourt if preferred).

PR-23-000915 ESTATE OF SHELLY McCAY, AKA SHELLY RENEE McCAY
Hearing on Report on Waiver of Account, Petition for Allowance of Compensation to Attorneys for Ordinary Services, for Reimbursement of Costs Advanced and for Final Distribution:
Recommend approval of Report and Petition.
Recommend Discharge Review Hearing 08/21/25 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-23-001281 ESTATE OF THEODORE MARTIN HRUTKY, JR., AKA TED M. HRUTKY, JR., TED HRUTKY
Hearing on Petition for Final Distribution on Waiver of Account, and for Payment of Attorney Fees:
•    Petition paragraph 7 does not appear to comply with PrC§9202(b) (“is or has previously been confined”). See also PrC§216, Local Rule 8.83 F.
•    Exhibit A (assets on hand for distribution) does not include the vehicle as reported in Petition paragraph 25.
•    Schedule showing Gains/Losses not attached as required by CRC 7.550(b)(6), Local Rule 8.65 B 4.
•    Itemization of costs of administration was omitted (see Local Rules 8.69, 8.83K).
•    Copy of final seller’s statement following sale of real property was neither attached nor filed separately.
•    Proposed Order not yet submitted.
Recommend continuance to 02/21/25 to allow time to cure defects.
Recommend court vacate Account Review Hearing of 03/26/25.
Appearance not required (by VCourt if preferred).

PR-24-000995 MATTER OF DORIS ILDA ALLEN LIVING TRUST
Hearing on Petition for Order Confirming Trust Assets:
•    Notice of Hearing (Form DE-115) not on file. See PrC§851.
•    Proposed Order not yet submitted.
•    Please provide supporting documentation reflecting that the assets listed in lines ## were held in the name of the Settlor at the time of death (such as copies of financial account statements with appropriate redactions, vehicle registration documentation).
•    Please supplement or amend the petition to specifically allege if there exist any beneficiary designations for the financial accounts; they may be nonprobate transfers that pass outside of will and trust directly by financial institution. (Prob. Code 5000 et seq.)
Recommend continuance to 05/15/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-24-001293 ESTATE OF NORRINE COYLE, AKA NORRINE MILDRED COYLE
Hearing on Petition for Probate of Will and for Letters Testamentary:
Recommend approval of petition and admission of will to probate.
Need Letters.
Recommend Inventory Review Hearing 07/22/25 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).

PR-24-001297 ESTATE OF KATHLEEN RAE WOSICK
Hearing on Petition for Letters of Administration:
•    Form DE-150, Proposed Letters, not submitted.
•    Waivers of bond on file from intestate heirs, however personal representative resides out of state. See PrC§8571. Bond may be required at the court’s discretion. submitted to court for determination.
Please be prepared to inform the court if there are any known California creditors or liabilities of the estate at the hearing.
Appearance by counsel required (by VCourt if preferred).

PR-24-001298 ESTATE OF JASWINDER SINGH WALIA
Hearing on Spousal Property Petition:
If no one appears to object, Recommend approval of Petition.
Appearance not required (by VCourt if preferred).

PR-24-001300 ESTATE MARIA MADALENA VIEIRA, AKA MARIA MADALINA VIEIRA AND MARIA M. VIEIRA
Hearing on Petition for Probate of Lost Will and for Letters of Administration with Will Annexed:
Lost Will is not self-proving. Proof of Subscribing Witness is not on file.
•    Examiner notes the heading of Petition has checkmarks in boxes for both “Petition for Probate of Lost Will and for Letters of Administration with Will Annexed” and for “Letters of Administration”; however, Petition asserts that decedent had a Will and the proposed personal representative was named as alternate co-executor.  The decedent did not die intestate; therefore, Letters of Administration is not applicable. The Proposed Order and Letters will also need to be corrected to identify the correct type of personal representative and check the correct box in the caption.
•    Attachment 3f(3) purports itself to be a Declaration regarding the request to admit a lost will pursuant to PrC§6124 but it does not appear to address the requirements of that section. Specifically, was the testator competent until death?
•    Proposed Order has the following defects:
      o    Does not agree with facts alleged in the petition; specifically, the boxes that are checked in the caption.
      o    Item #3b is incomplete.  Item 3c is checked instead.
      o    Proposed Order does not have the word “Lost” inserted in item 2c(2) (admission of Will), nor are the terms of the Lost Will attached to the proposed Order.
•    Need new Letters.  Please correct the box in the caption and correct Item 1 and 2.  (administrator with will annexed).
Recommend continuance to 03/26/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-24-001303 ESTATE OF LAURA PEREZ-MANZO
Hearing on Petition for Letters of Administration:
Recommend approval of petition.
Recommend Inventory Review Hearing 07/22/25 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).