Jan 22, 2021
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TENTATIVE RULINGS

Probate Estates Calendar

Friday, January 22, 2021               9:30 a.m. – Hon. Jennifer V. Dollard

Courtroom 18, 3055 Cleveland Avenue, Santa Rosa

Probate matters will be heard as follows: 

PLEASE NOTE: In accordance with the Addendum to First Amended Omnibus Order of the Presiding Judge issued May 27, 2020, only those persons with court hearings in criminal actions shall enter a Sonoma County Superior Court facility.  Until further notice, all matters set for hearing in this courtroom shall be heard remotely through Zoom.  No party or representative of a party may appear personally in Courtroom 18.  CourtCall is not permitted for this calendar 

If the tentative ruling is accepted, no appearance by Zoom 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 9:45 a.m. on the day of the hearing. 

TO JOIN “ZOOM” ONLINE,

D18 – Probate 9:30am

MeetingID: 838—5609--8726

Password: 000169

https://us02web.zoom.us/j/83856098726?pwd=WEI3K1BPRCswSk0ZYSs4VUw1OU5ydz09

TO JOIN “ZOOM” BY PHONE,
By Phone (same meeting ID and password as listed for each calendar):
+1 669 900 6833 US (San Jose)

 

Guide for participating in court proceedings via Zoom for Department 18.

-After joining the meeting and checking in with the clerk, please mute your audio when not speaking. This helps keep background noise to a minimum.

-Be mindful of background noise when your microphone is not muted.  Avoid activities that could create additional noise, such as shuffling papers.

-Position your camera properly if you choose to use a web camera. Be sure it is in a stable position and focused at eye level, if possible.  Make sure everything visible in the frame is appropriate for an appearance in court.

-If a confidential session becomes necessary it is incumbent on you to ensure you are able to participate from a private location so that unauthorized people cannot overhear or see the proceedings.

-Chat is enabled for the sharing of documents among participants and the court and to allow attorneys to communicate individually with each other or their clients only. No chat messages should be sent privately to the court as it would amount to an unauthorized ex parte communication. Neither should chat messages be sent to all participants unless directed by the court.

-The recording function has been disabled. Remember, the prohibition against recording court proceedings, even remote ones, remains.

-Be patient.  Check in will take more time and the experience from those who have tried this before is that proceedings are a little slower generally.

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ESTATES/OTHER PROBATE
 
1. MAGUIRE JR, C.
 
ESTATE OF
RONALD FREDERICK GOOD
SPR-091527
ACCOUNT & REPORT
 
TENTATIVE RULING: Approved.
 
 
 
2. SHINDLEDECKER, T.
ESTATE OF DUANE STRANG
SPR-093324
 
STATUS UPDATE
TENTATIVE RULING: Executor’s Status Report is approved. Matter is continued to a Case Management Conference on July 22, 2021 at 3:00 pm in Department 18 for status of administration.
 
 
 
3. DEJONG, J.      
ESTATE OF ALAN HEIMILLER
SPR-093437
ACCOUNT & REPORT
 
TENTATIVE RULING: Approved.
 
 
 
4. FALLON JR, M,
ESTATE OF ADOPLH NICHOLAS HOFMANN
SPR-093488
WAIVER OF ACCT & RPT
 
TENTATIVE RULING: Approved.
 
 
 
5. TALBO, J.
ESTATE OF LISA VICTORY
SPR-093888
 
SALE OF PROPERTY
TENTATIVE RULING: Appearances required for sale of real property.
 
 
 
6. BREWER, B.
ESTATE OF
ANNE JUDITH JACKSON
SPR-094196
 
OTHER
TENTATIVE RULING: The Court continues the matter and requires an additional effort at locating potential heirs. The investigator’s report is dated November 18, 2020, after the Administrator had located the Trust. It is unclear to the Court why the investigator was not given the exact birth dates and names listed in the Trust in Article Two. That information should be provided for an additional investigative search to be conducted. The Court also requires the administrator to use due diligence to serve notice on the individual(s) listed as potential trustee(s) in the trust document and if she is not able to do so, to file a supplement detailing her efforts in that regard at least five days before the hearing. Matter is continued to February 26, 2021 at 9:30 a.m. in Department 18.
 
 
 
7. MAIZE, R.
ESTATE OF
GREGORY SCOTT SAFFORES
SPR-094421
 
WAIVER OF ACCT & RPT
TENTATIVE RULING: Approved.
 
 
 
8. STRICKLAND, K.
ESTATE OF
STEVEN JOHN MORENO
SPR-094982
 
LETTERS OF ADMIN
TENTATIVE RULING: The Petition is approved. The Court may, in its discretion, require the personal representative to furnish a bond (CRC 7.201(b), Probate Code §8481(b).) As the personal representative is not a resident of California, bond is fixed in the amount of $700,000. Petitioner is to file an Inventory and Appraisal within four months of issuance of letters (Prob. Code section 8800(b)) and either a petition for an order for final distribution of the estate or a report of status of administration within the timeframe set out in Probate Code section 12200.
 
The matter is set on the July 14, 2022 Probate Case Management Conference calendar at
3:00 p.m. in Department 18 for status of estate or final account and distribution. No appearances at the hearing will be required if the Court determines that administration of the estate is timely proceeding, or good cause is shown why more time is required.
 
 
 
9. SRL
ESTATE OF
SUZANNE IHLENFELD
SPR-095152
 
PROBATE OF WILL
TENTATIVE RULING: The Petition is approved. No bond is required as the will waives bond.   Petitioner is to file an Inventory and Appraisal within four months of issuance of letters (Prob. Code section 8800(b)) and either a petition for an order for final distribution of the estate or a report of status of administration within the timeframe set out in Probate Code section 12200.
 
The matter is set on the July 14, 2022 Probate Case Management Conference calendar at
3:00 p.m. in Department 18 for status of estate or final account and distribution. No appearances at the hearing will be required if the Court determines that administration of the estate is timely proceeding, or good cause is shown why more time is required.
 
 
 
10. KERN, A.
ESTATE OF TANYA MICHAELA KINBERG
SPR-095168
 
PROBATE OF WILL
TENTATIVE RULING: While the most recently filed amended Proofs of Subscribing Witness do not contain the document to which the Witnesses are attesting, the original Proofs filed with the Court do contain the attachment. The Court accepts the Proofs of Subscribing Witness.
The Petition is approved. Bond is fixed at $351,675. Petitioner is to file an Inventory and Appraisal within four months of issuance of letters (Prob. Code section 8800(b)) and either a petition for an order for final distribution of the estate or a report of status of administration within the timeframe set out in Probate Code section 12200.
 
The matter is set on the July 14, 2022 Probate Case Management Conference calendar at
3:00 p.m. in Department 18 for status of estate or final account and distribution. No appearances at the hearing will be required if the Court determines that administration of the estate is timely proceeding, or good cause is shown why more time is required.
 
 
 
11. GULLOTTA, E.
ESTATE OF
ELIZABETH ANN PICKERING
SPR-095220
 
LETTERS OF ADMIN
TENTATIVE RULING: The Petition is approved. The Court may, in its discretion, require the personal representative to furnish a bond (CRC 7.201(b), Probate Code §8481(b).) As the personal representative is not a resident of California, bond is fixed in the amount of $700,000. Petitioner is to file an Inventory and Appraisal within four months of issuance of letters (Prob. Code section 8800(b)) and either a petition for an order for final distribution of the estate or a report of status of administration within the timeframe set out in Probate Code section 12200.
 
The matter is set on the July 14, 2022 Probate Case Management Conference calendar at
3:00 p.m. in Department 18 for status of estate or final account and distribution. No appearances at the hearing will be required if the Court determines that administration of the estate is timely proceeding, or good cause is shown why more time is required.
 
 
 
12. HESPENHEIDE, A.
ESTATE OF
R. DOUGLAS NORBY
SPR-095230
 
PROBATE OF WILL
TENTATIVE RULING: The Petition is approved. No bond is required as the will waives bond.   Petitioner is to file an Inventory and Appraisal within four months of issuance of letters (Prob. Code section 8800(b)) and either a petition for an order for final distribution of the estate or a report of status of administration within the timeframe set out in Probate Code section 12200.
 
The matter is set on the July 14, 2022 Probate Case Management Conference calendar at
3:00 p.m. in Department 18 for status of estate or final account and distribution. No appearances at the hearing will be required if the Court determines that administration of the estate is timely proceeding, or good cause is shown why more time is required.
 
 
 
13. BIRNIE, T.
ESTATE OF
GEORGEAN SALISBURY
SPR-095236
 
LETTERS OF ADMIN
TENTATIVE RULING: The Petition is approved. No bond is required as all heirs have waived bond.   Petitioner is to file an Inventory and Appraisal within four months of issuance of letters (Prob. Code section 8800(b)) and either a petition for an order for final distribution of the estate or a report of status of administration within the timeframe set out in Probate Code section 12200.
 
The matter is set on the July 14, 2022 Probate Case Management Conference calendar at
3:00 p.m. in Department 18 for status of estate or final account and distribution. No appearances at the hearing will be required if the Court determines that administration of the estate is timely proceeding, or good cause is shown why more time is required.
 
 
 
14. TASKER, L.
ESTATE OF
BRADLEY COWEN
SPR-095237
 
LETTERS OF ADMIN
TENTATIVE RULING: The Petition is approved. No bond is required as all heirs have waived bond.   Petitioner is to file an Inventory and Appraisal within four months of issuance of letters (Prob. Code section 8800(b)) and either a petition for an order for final distribution of the estate or a report of status of administration within the timeframe set out in Probate Code section 12200.
 
The matter is set on the July 14, 2022 Probate Case Management Conference calendar at
3:00 p.m. in Department 18 for status of estate or final account and distribution. No appearances at the hearing will be required if the Court determines that administration of the estate is timely proceeding, or good cause is shown why more time is required.
 
 
 
15. SRL
ESTATE OF
WILLIAM STEWART
SPR-095240
 
DETERMINE SUCC TO R/P
TENTATIVE RULING: Matter is continued to February 26, 2021 at 9:30 am in Department 18 for Petitioner to file a copy of the property Grant Deed with the Court. If Petitioner is able to file a copy of the Grant Deed prior to 1/22/21, they may request appearances at the hearing. If the Court is satisfied with the Grant Deed, and there are no objections, the Petition will be approved.
 
 
 
16. FINLAY, M.
ESTATE OF MARY BORDT
SPR-095251
 
LETTERS OF ADMIN
TENTATIVE RULING: Petitioner has not filed a Proof of Service for the Notice of Hearing in compliance with Probate Code section 8110. Matter is continued to February 26, 2021 at
9:30 am in Department 18 for Petitioner to file Proof of Service for the Notice of Hearing. If Petitioner is able to file a Proof of Service prior to 1/22/2021, they may request appearances at the hearing. If the Court is satisfied with the Proof of Service, and there are no objections, the Petition will be approved.
 
 
 
17. DENNIS, A.
ESTATE OF
ROBERT LOUIS FRATI
SPR-095252
 
PROBATE OF WILL
TENTATIVE RULING: The Petition is approved. No bond is required as the will waives bond.   Petitioner is to file an Inventory and Appraisal within four months of issuance of letters (Prob. Code section 8800(b)) and either a petition for an order for final distribution of the estate or a report of status of administration within the timeframe set out in Probate Code section 12200.
 
The matter is set on the July 14, 2022 Probate Case Management Conference calendar at
3:00 p.m. in Department 18 for status of estate or final account and distribution. No appearances at the hearing will be required if the Court determines that administration of the estate is timely proceeding, or good cause is shown why more time is required.
 
 
 
18. COLLIER, D.
ESTATE OF
THOMAS PAUL TERRITO
SPR-095260
 
PROBATE OF WILL
TENTATIVE RULING: The Petition is approved. No bond is required as the will waives bond.   Petitioner is to file an Inventory and Appraisal within four months of issuance of letters (Prob. Code section 8800(b)) and either a petition for an order for final distribution of the estate or a report of status of administration within the timeframe set out in Probate Code section 12200.
 
The matter is set on the July 14, 2022 Probate Case Management Conference calendar at
3:00 p.m. in Department 18 for status of estate or final account and distribution. No appearances at the hearing will be required if the Court determines that administration of the estate is timely proceeding, or good cause is shown why more time is required.
 
 
*This is the end of these Tentative Rulings*
 
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