Jun 18, 2013

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TENTATIVE RULINGS
Probate Calendar
Courtroom 18 - Judge Nancy Case Shaffer
TENTATIVE RULINGS
Probate Calendar
6/5/13 8:30 a.m.
Courtroom 18 – Judge Nancy Case Shaffer
 
 
 
If the tentative ruling is accepted, no appearance is necessary unless otherwise indicated. You must notify the probate clerk at (707) 521-6893 if you wish to be heard in response to the tentative ruling. Any interested party who wishes to be heard in opposition to a petition must notify all other parties of the intent to appear. Both notifications must be completed no later than 4:00 p.m. on the court day immediately preceding the day of the hearing.
 
Unless notification to the probate clerk has been given as provided above, the tentative rulings shall become the rulings of the court at 8:45 a.m. on the day of the hearing. 
 
In accordance with CRC Rule 3.670, Court Call is now available for telephone appearances on the Probate Calendar, except for hearings on petitions to confirm the sale of property and other matters in which the court determines that a personal appearance would materially assist in the determination of proceedings or in the effective management or resolution of the particular case. 
 
 
 
NOTE: There are no probate calendars on June 12, June 19, or July 3. No further trust or decedent’s estates matters will be scheduled for hearing on July 24.
 

1. KALLER, J
EST OF JAMES THOMAS SWEENEY
SPR-85612
LTRS OF ADMIN
TENTATIVE RULING: Approved. 
2. ZATMAN, M
EST OF DAVID THOMAS MAGNER
SPR-83168
WAIVER OF ACCT & RPT, FINAL DIST, FEES
TENTATIVE RULING: Approved. 
3. O’DONNELL, D
EST OF DAVID KENNETH MARSHALL
SPR-84107
ACCT & RPT, FINAL DIST, FEES
TENTATIVE RULING: Approved. 
4. PASSALACQUA, T
EST OF CATHERINE CRAFT
SPR-84463
WAIVER OF ACCT & RPT, FINAL DIST, FEES
TENTATIVE RULING: Approved. 
5. MICHAELSEN, S
EST OF JOSEPH GRANT GRAY
SPR-84643
ACCT & RPT, FINAL DIST, FEES
TENTATIVE RULING: Approved. 
6. SRL
EST OF THELMA M RELYEA
SPR-85010
WAIVER OF ACCT & RPT, FINAL DIST, FEES
TENTATIVE RULING: Approved. 
7. WIGDAHL, L
EST OF GILBERT DAVID AYRON
SPR-85145
ACCT & RPT, FINAL DIST, FEES
TENTATIVE RULING: The Court approves the account, report and petition, with the modification that the executor is authorized to withhold a reserve of $7,500 for closing expenses and liabilities. The Court has modified the amount of cash for residuary distribution stated in the order to reflect this change. 
8. SHEA, W
EST OF CECIL KETRON
SPR-85164
ACCT & RPT, FINAL DIST, FEES
TENTATIVE RULING: Approved. 
9. PEARL, N
EST OF PEARL A GALLOWAY
SPR-85409
PTN TO DIRECT EXECUTOR TO TRFR R/P TO ENTITY ENTITLED
TENTATIVE RULING: Approved. 
10. PEDDER, S
      McDONAGH, S
ELIZABETH C LINN 2000 TRUST
SPR-85427
CONT FROM 4/17/13
PTN RE CONTEST OF TRUST ADMENDMENT & PTN UNDER THE ELDER ABUSE & DEPENDANT ADULT CIVIL PROTECTION ACT
TENTATIVE RULING: Continued to August 7 at 8:30 a.m., by agreement of counsel.
11. NORTON, T
EST OF RICHARD CLAY
SPR-70388
PTN FOR SETTLEMENT OF 3RD & FINAL ACCT & RPT OF TTEE FOR W/HOLDING A RESERVE; TERM OF THE TRUST
TENTATIVE RULING: Approved. 
12. ROYCE, G
EST OF MARIE FANUCCHI
SPR-74293
PTN TO TERMINATE IRREV TRUST CREATED BY THE LAST WILL & TEST OF DECEDENT & RQT FOR ALLOW OF ORDIN COMP OF TTEE
TENTATIVE RULING: Approved. 
13. HANDELMAN, A, obo co-trustee  
      BRICENO, F, obo beneficiary                                                           
      O’BRIEN, J, obo remainder bene’s
TRUST OF EDNA MARTINO
SPR-77511
CONT FROM 4/24/13
REVIEW
TENTATIVE RULING: Appearances are required at 8:30 a.m. on status of the case.
14. SINIGIANI, C, obo trustee 
       HANDELMAN, A, obo objectors
       HINSHAW, C, obo objectors
      
TRUST OF JOHNNIE BANKS
SPR-84120
CONT FROM 4/10/13
2nd ACCOUNT & REPORT; PETITION FOR INSTRUCTIONS; PETITION FOR APPROVAL OF PROPOSED ACTION
TENTATIVE RULING: Appearances are required at 8:30 a.m. on status of the case.
15. LILLIGREN, M
       PURTILL, B
TRUST OF TREFCER FAMILY
SPR-84560
CONT FROM 2/6/13
PTN TO DETERMINE VALIDITY OF TRUST PROVISION
TENTATIVE RULING: The petitioner has filed a dismissal, and the matter is ordered off calendar.
16. DE MARTINI, J
TRUST OF NORMAN WILSON & ELEANORE WILSON
SPR-84872
CONT FROM 3/27/13
SETTLEMENT
TENTATIVE RULING: Continued to September 4 at 8:30 a.m., by agreement of counsel.
17. ADAMS, B
       BROTHERS, M
       FISHER, R
       MACKAY, B
       O’NEILL, S
       SINIGIANI, C
TRUST OF MARY PATRICIA ROSS
SPR-84881
PTN FOR APPROVAL OF SETTLEMENT
TENTATIVE RULING: Approved. 
18. GETCHELL, M
       PURTILL, B
       HANDELMAN, A
TRUST OF BETTY MOREHEAD
SPR-84894
CONT FROM 4/24/13
ACCOUNTING; PETITION FOR REMOVAL OF TRUSTEE
TENTATIVE RULING: Continued to July 31 at 8:30 a.m., by agreement of counsel.
19. HILLBERG, R
       BURGER, R
TRUST OF CLAIR NORMAN
SPR-84997
CONT FROM 5/15/13
SETTLEMENT
TENTATIVE RULING: Continued to July 10 at 8:30 a.m., by agreement of counsel.
20. TASKER, C
       O’NEILL, S
TRUST OF DOLORES SANDERS
SPR-85000
CONT FROM 5/1/13
PETN FOR RELIEF FROM BREACH OF TRUST, etc.
TENTATIVE RULING: Appearances are required at 8:30 a.m. on the petition for relief from breach of trust, etc.
21. FISHMAN, W
       HANDELMAN, A
TRUST OF MARVIN ROSSON
SPR-85136
CONT FROM 5/1/13
REVIEW
TENTATIVE RULING: Continued to July 17 at 8:30 a.m., at request of the probate examiner, to afford further time for ongoing discussions between the parties and counsel.
22. BIRNIE, T
       LILLIGREN, M
EST OF GEORGE TREFCER
SPR-85143
CONT FROM 2/6/13
PTN FOR ORDER AND DAMAGES
TENTATIVE RULING: The matter is ordered off calendar. The Court has been advised that a petition to terminate probate proceedings, pursuant to Probate Code § 12251, will be filed.
23. MACKAY, B
       RADCLIFFE, S
       FULLERTON, R
TRUST OF RUDOLPH L & MARIE C MAPPUS
SPR-85220
CONT FROM 5/8/13
PTN TO APPOINT RUDOLPH L MAPPUS III AS CO-TRUSTEE
TENTATIVE RULING: Appearances are required at 8:30 a.m. on the petition to appoint Rudolph L. Mappus III as co-trustee.  
24. BROTHERS, M
TRUST OF HUGH W & HAZEL A MITCHELL
SPR-85513
CONT FROM 5/1/13
PTN FOR ORDER MODIFYING TERMS OF TRUST; ACCEPTING DECLINATION OF TRUSTEE & FOR APPT OF SUCCESSOR
TENTATIVE RULING: Approved. 
25. GALLAGHER, B
TRUST OF GEORGINA FUNTANELLAS
SPR-85568
PTN FOR INSTRUCS & FOR AUTHO TO SELL R/P
TENTATIVE RULING: Approved. 
26. DOHERTY, M C
TRUST OF ERIKA NEMETH
SPR-85602
PTN FOR ORDER CONFIRMING ASSET IN TRUST
TENTATIVE RULING: Approved. 
27. BIRNIE, TATE
MTR OF ELISE M LOVEJOY
SPR-85606
PTN FOR APPROVAL OF SNT
TENTATIVE RULING: Approved. 
28. RONDON, B
TRUST OF DALE D FULTON
SPR-85614
PTN FOR ORDER CONFIRMING TRUST ASSETS & APPT OF SUCC CO-TTEES
TENTATIVE RULING: Approved. 
29. SRL
TRUST OF EMIL RICHARD PASSALACQUA
SPR-85616
PTN FOR APPT OF TTEES
TENTATIVE RULING: Approved. 
30. HANDELMAN, A, obo petitioner
       WILSON, E, obo trustee
BOEHM FAMILY TRUST OF 1992
SPR-85621
PTN FOR ACCTG FOR ORDER DIRECTING SALE & DISTRIB OF TRUST ASSETS; SUSPENSION OF TTEE PENDING REMOVAL & APPT OF TEMP SUCC TTEE
TENTATIVE RULING: Continued to July 17 at 8:30 a.m., by agreement of counsel.
31. NORTON, T
TRUST OF GEORGE & MARY ZANDRINO
SPR-85622
PTN FOR SETTLEMENT OF 1ST & FINAL ACCT & RPT OF CO-TTEES
TENTATIVE RULING: Approved. 
32. SHAW, V
PTN RE MARICELA SANCHEZ
SPR-85377
 
CHANGE OF NAME
TENTATIVE RULING: The petition for change of name is dismissed. Code of Civil Procedure section 1276 (a) provides: "All applications for change of names shall be made to the superior court of the county where the person whose name is proposed to be changed resides." The verified petition alleges that both petitioner and the minor are residents of Contra Costa County.
33. SRL
PTN OF JENNIFER LYNN HYMAN
SPR-85519
CHANGE OF NAME
TENTATIVE RULING: Approved. 
34. SRL
PTN OF LIZZIE SHAY
SPR-85563
CHANGE OF NAME
TENTATIVE RULING: Approved. 
35. SRL
PTN RE MAIA MARIE ZOLLO
SPR-85577
CHANGE OF NAME
TENTATIVE RULING: Approved. 
36. SRL
PTN OF JASON ROBERT MIRANDA
SPR-85581
CHANGE OF NAME
TENTATIVE RULING: Approved. 
37. SRL
MTR OF MELE’EIKI LEILIMA ALEXIA LOLO MAFI
SPR-85585
CHANGE OF NAME
TENTATIVE RULING: Approved. 
38. SRL
PTN OF AVA DARIA BOSANAC
SPR-85596
CHANGE OF NAME
TENTATIVE RULING: Approved. 
39. SRL
PTN OF VICTORIA LEE MAXWELL
SPR-85601
CHANGE OF NAME
TENTATIVE RULING: Approved. 
40. SRL
PTN OF OSBORNE FAMILY
SPR-85609
CHANGE OF NAME
TENTATIVE RULING: Approved. 
41. SRL
PTN OF JOHN HOWARD BERRY JR
SPR-85611
CHANGE OF NAME
TENTATIVE RULING: If proof of publication is filed prior to the hearing date, the petition is granted. If not, the matter is continued to July 17 at 8:30 a.m.
42. HINSHAW, B
       CULLEN, J
       DER, E
       HINSHAW, C
       LEVIN, N
       NORTON, T
       PARK, A
       RONDON, B
       STOLL, G
       URBATSCH, K
SNT OF CHRISTINE JAMA
SPR-77865
APPT OF C’TOR
TENTATIVE RULING: Continued to June 26, 2013 at 8:30 a.m., at the request of the Sonoma County Public Guardian.
43. MILKS, J
CONS OF ALAN COOK
SPR-81910
 
TERM OF C’SHIP
TENTATIVE RULING: Having reviewed the Report of Court Appointed Counsel for the conservatee filed on May 29, 2013, the Court terminates the conservatorship of the person and estate of Alan Cook. The requirement for a final account of the co-conservators is waived. The Office of the Probate Court Investigator is directed to submit an order that conforms to this ruling. 
44. 
CONS OF MICHAEL MOUNGOVAN
SPR-82431
2ND ACCT & RPT, FEES
TENTATIVE RULING: Approved. 
45. GALANTI, M
       GARDNER, L
CONS OF LENA EVELYN MAGUTH
SPR-84234
1ST ACCT & RPT, FEES
TENTATIVE RULING: The First Account and Report of the Conservator and Petition for Allowance of Fees is approved. The request for allowance of fees to the attorney for conservator is continued to July 17, 2013 at 8:30 a.m. in Department 18 for compliance with California Rules of Court §§ 7.754 and 7.703(e). An amended declaration in support of attorney fees shall be filed on or before July 3, 2013. 
46. HESS, S
       HOLDREDGE, J
       MILLER, M
       NORTON, T
       WARGO, R
TRUST OF WANDA ZIMPHER
SPR-85105
CONT FROM 4/17/13
TENTATIVE RULING: Appearances required at 8:30 a.m. for status report.
47. DENNIS, A
       RONDON, B
CONS OF JEANNINE C O’CONNOR
SPR-85302
CONT FROM 5/1/13
APPT OF C’TOR
TENTATIVE RULING: Appearances required at 8:30 a.m. for status of the meet and confer and for parties to present their positions regarding the conservatorship petition.

 
© 2013 Superior Court of Sonoma County