Apr 01, 2015

TENTATIVE RULINGS

Probate Calendar

4/1/15 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. 

 

ANNOUNCEMENT: 

 

The Court reminds attorneys that, effective January 1, 2015, waivers of bond in decedents’ estates must be made on the new Judicial Council Form DE-142 (“Waiver of Bond by Heir or Beneficiary”).  The Judicial Council has designated the new form as a mandatory form.    

 

 

1.   DAVIS, D

      LOPEZ, L

EST OF BETTE G KISER

SPR-87303

CONT FROM 3/4/15

PROBATE OF WILL

TENTATIVE RULING: Continued to April 22 at 8:30 a.m., by agreement of counsel.

2.   BRYAN, M

EST OF ANGELO BERTOZZI

SPR-87559

PROBATE OF WILL

TENTATIVE RULING: Approved. 

3.   LEAHY, D, obo Robert Altes

      HARTOG, J, obo Robert Altes

      BEAM, K, obo Dee Altes

EST OF WESLEY C ALTES

SPR-87601

PROBATE OF WILL

TENTATIVE RULING: Approved. 

4.   CERMAK, A

EST OF JANE E POWERS AKA JANE ELIZABETH POWERS

SPR-87619

PROBATE OF WILL

TENTATIVE RULING: Approved. 

5.   JACOBS, K

EST OF GEOFFREY S JOHNSON

SPR-87620

PROBATE OF WILL & ADMIN WWA

TENTATIVE RULING: Approved. 

6.   FISHMAN, W

EST OF MALCOLM O McCOY

SPR-87632

PROBATE OF WILL

TENTATIVE RULING: Continued to April 29 at 8:30 a.m., at request of counsel. 

7.   JAY, L

EST OF ROGER T HOVLAND

SPR-87507

CONT FROM 2/25/15

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

8.   SARTORI, D

EST OF DOUGLAS SEBREE BASKETT

SPR-87650

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

9.  WIGDAHL, L

EST OF DELORES M NOYER

SPR-86524

CONFIRM SALE OF R/P

TENTATIVE RULING: Appearances are required at 8:30 a.m. for confirmation of sale of real property.

10.  ADAMS, B

       FRONEBERGER, H

       GOLDMAN, J

       JOHNSTON, R

       SINIGIANI, C

       WIGDAHL, L

EST OF MARY ELIZABETH DAVIS

SPR-83949

WAIVER OF ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Continued to April 22, at request of the probate examiner.

11.  BILTER, D K

EST OF NANCY FOOTE OGG

SPR-84862

WAIVER OF ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

12.  BORBA, J

       FLITNER, J

EST OF ROBERT H HEINSEN

SPR-86043

CONT FROM 2/25/15

WAIVER OF ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Continued to April 22 at 8:30 a.m., by stipulation of counsel.

13.  SIMI, R

       TRAUSCH, M

EST OF VICTORIA L MICKELSON

SPR-86474

CONT FROM 3/4/15

WAIVER OF ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Continued to May 6 at 8:30 a.m., by agreement of counsel.

14.  WEST, J

EST OF JAMES LYTTLE

SPR-86730

WAIVER OF ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

15.  ZELLER, C

EST OF DOLORES LUCIER

SPR-86774

WAIVER OF ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved.  The Court has re-calculated the statutory attorney’s fees. 

16.  MAXWELL, V

EST OF MARK ADRIAN BARROW

SPR-86882

WAIVER OF ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

17.  PASSALACQUA, T, SRL 

MTR OF DOLORES KOVACOVICH

SPR-83870

ACCT & RPT

TENTATIVE RULING: Approved. 

18.  GULLOTA, E

TRUST OF ERIC SMITH

SPR-86435

2ND ACCT & FOR FEES

TENTATIVE RULING: Approved. 

19.  COOKE, N

       LAMPING, J

       HANDELMAN, A 

TRUST OF KATHRYN J THOMAS

SPR-86450

PTN FOR REDRESS OF BREACH OF TRUST, IMPOSITION OF SURCHARGE ON TTEE, INSTRUCS, SUSPENSION OR REMOVE TTEE

TENTATIVE RULING: Continued to May 20 at 8:30 a.m., by agreement of counsel.

20.  DOYLE, F, obo Joseph Guntren

       DOYLE, J, obo Joseph Guntren

       ELLIOTT, M, obo C Guntren-Dreyer 

       FISHER, K, obo Patricia Guntren

       HESS, S, obo Patricia Guntren

       LEDGERWOOD, H, obo J. Guntren

       MARAVIGLIA, D, obo administrator

       PASSALACQUA, T, obo admin.

       SHIRLEY, M, obo Joseph Guntren

EST OF MARK R GUNTREN

SPR-86542

CONT FROM 2/11/15

PETITION TO ESTABLISH ESTATE’S OWNERSHIP OF PROPERTY

 

TENTATIVE RULING: Continued to April 29 at 8:30 a.m., by agreement of counsel.

21.  SHINDLEDECKER, T

TRUST OF TED J WILLIAMS

SPR-86893

PTN TO REFORM TRUST

TENTATIVE RULING: Approved. 

22.  ADAMS, B

       ROWLAND, W

VINCENT & BETTY JOSEPH TRUST

SPR-87145

CONT FROM 1/7/15

PTN FOR ORDER TO DETERMINE VALIDITY OF CHANGE OF TTEE & TERM OF TRUST RELIEF FROM BREACH OF TRUST

TENTATIVE RULING: Continued to July 15 at 8:30 a.m., at request of the probate examiner.

23.  ZELENKA, R

       CAIN, T

EST OF SCOTT W GARTIN

SPR-87163

PETITION TO DETERMINE HEIRSHIP

TENTATIVE RULING: Continued to April 22 at 8:30 a.m., by agreement of counsel.

24.  MANWELL, M

TRUST OF EDWARD AND BERNICE DERMOTT

SPR-87447

1ST ACCT & RPT, FEES & FINAL DIST

TENTATIVE RULING: Approved. 

25.  WILSON, E, obo petitioners

       DENNIS, A, obo trustee

CORRIGAN FAMILY TRUST

SPR-87537

CONT FROM 2/25/15

PTN TO REMOVE TTEE & APPT SUCC TTEE & FOR ACCTG & FEES

 

TENTATIVE RULING: Continued to May 6 at 8:30 a.m., by agreement of counsel.

26.  HARRIS, C

TRUST OF JEAN E MATHEVET-FLEMING

SPR-87610

PTN TO CONFIRM TITLE OF TRUST PROPERTY

TENTATIVE RULING: Approved. 

27.  O’DONNELL, D

TRUST OF HARRY F & MARILYN M HARDER

SPR-87612

PTN TO CONFIRM ASSETS IN TRUST

TENTATIVE RULING: Approved. 

28.  MILLER, M

TRUST OF DONALD DEAN AND NORAL DIAL

SPR-87628

PTN TO AMEND IRREV TRUST

TENTATIVE RULING: Approved. 

29.  GOLDBERG, S

       HESS, S

       JOHNSTON, R

ERWIN BYPASS TRUST & ERWIN MARITAL QTIP TRUST

SPR-87629

PETITION FOR APPROVAL OF SETTLEMENT AGREEMENT & TERMINATION OF SUB-TRUSTS

TENTATIVE RULING: Approved. 

30.  ANDREWS, W

EST OF LEE O TORR III

SPR-87647

SPOUSAL PROPERTY PETITION

TENTATIVE RULING: Approved. 

31.  SRL

PTN OF AMBRIETTA LATICIA GONZALEZ-GUERRERO

SPR-87506

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 May 13 at 8:30 a.m.

32.  SRL

PTN OF ANDREW PEPPARS

SPR-87513

CHANGE OF NAME

TENTATIVE RULING: Approved. 

33.  SRL

PTN OF RODERICK LIEF SIBLEY

SPR-87518

CHANGE OF NAME

TENTATIVE RULING: Approved. 

34.  SRL

PTN OF KERRI ELIZABETH McGOWAN-BRUCKNER

SPR-87550

CHANGE OF NAME

TENTATIVE RULING: Approved. 

35.  PASSARINO, G

CONS OF MONICA BASS

SPR-83202

ACCT & RPT, FEES

TENTATIVE RULING:  The eleventh account and report is approved.  Attorney fees are approved in the amount of $2,400.00.  The copying costs in the amount of $103.95 paid to the attorney during the period of the account are part of normal overhead and not approved.  Bond is waived.  The order has been revised to conform to this ruling. 

36.  HAEUSER, T

       RONDON, B

CONS OF MARY BARNACLE

SPR-77926

PTN FOR TEMP SUSPENSION OF C’SHIP & SUBSEQUENT TERMIN.

TENTATIVE RULING:  Approved. 

37.  KRUSE, D

CONS OF MAY G MILLER

SPR-84669

CONT FROM 1/28/15

ACCT & RPT, TERM OF C’SHIP

TENTATIVE RULING:  Pursuant to Local Rule 6.4 G. 3 this matter is continued to May 13, 2015 at 8:30 a.m. in Department 18 pending an appointment of an executor/administrator of the probate estate.  In the event that an executor or administrator has not been appointed prior to the continued date and the possible appointment of the Public Administrator to act, counsel shall prepare a verified declaration regarding her attempts to contact the proposed representative and her attorney.  Said declaration shall be filed on or before May 6, 2015 and served on the Court Investigator’s office.

38.  MILKS, J

CONS OF ALPHA O HEISE

SPR-87522

APPT OF C’TOR

TENTATIVE RULING:  Continued to May 13, 2015, for appointment of counsel pursuant to PrC§ 1471(a) and to allow counsel to prepare a report to the court.  The temporary conservatorship is continued to May 14, 2015.

 

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