Mar 29, 2015

TENTATIVE RULINGS

Probate Calendar

3/18/15 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. 

 

ANNOUNCEMENTS: 

 

1.      There is no probate calendar on March 25.

 

2.      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.  HENDRICKSON, K, SRL

EST OF CORNELIS TIMS

SPR-87556

PROBATE OF WILL

TENTATIVE RULING: Approved. 

2.   SRL

EST OF CAROLE S CHASSEREAU

SPR-87600

PROBATE OF WILL

TENTATIVE RULING: Approved. 

3.   KITTLESON, M

EST OF GARY B GAMMAL

SPR-87616

PROBATE OF WILL

TENTATIVE RULING: Approved. 

4.   HALEY, C

EST OF DANIEL JOHN MULSHENOCK

SPR-87543

LTRS OF ADMIN

TENTATIVE RULING: Continued to April 15 at 8:30 a.m., at request of counsel.

5.   RONDON, B

EST OF ANNELIESE GWINN

SPR-87606

LTRS OF ADMIN

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

6.   SRL

EST OF CARL V STRAUB JR

SPR-87613

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

7.   BEYER, G

      HOLBROOK, M

EST OF RAYMOND HEIL

SPR-78969

W/DRAW AS ATTY OF RECORD

TENTATIVE RULING: Approved. 

8.   WARGO, R

EST OF STEVEN MEDEIROS

SPR-83629

WAIVER OF ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

9.   PIEROTTI, A

EST OF BARBARA DIANE POWERS

SPR-86558

CONT FROM 3/4/15

WAIVER OF ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

10.  NIX, S

EST OF PAUL ATON GUILLORY

SPR-86799

WAIVER OF ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

11.  MARTENS, J

EST OF BOBBY J HUANG

SPR-86833

WAIVER OF ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

12.  INGERSOLL, K

EST OF DOROTHY GAY PUCCIONI

SPR-86863

ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

13.  SRL

EST OF CHARLES R MURRAY

SPR-87000

WAIVER OF ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

14.  DENNIS, A

       MARKS, J

VOGENSEN FAMILY LIVING TRUST

SPR-83755

1ST ACCT & RPT OF SUCC TTEE, FEES & INSTRUCS RE LISTING AGMNT FOR SALE OF R/P

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

15.  SEARLE, L

       SRL

TRUST OF MAZZAFERRI

SPR-84785

CONT FROM 2/18/15

PTN TO REFORM TRUST

 

TENTATIVE RULING: Appearances are required at 8:30 a.m. on status of the case.

16.  ANDREWS, W

       HANSEN, M

        HESS, S

       SHIRLEY, M

       HACKARD, H

       ABBEY, R

       WARGO, R

EST OF JOHN M BUSSMAN

SPR-86041

PTN TO ESTAB OWNERSHIP OF ANNUITY

TENTATIVE RULING: No appearances are required, in accordance with the Court’s pronouncement at the hearing on February 18, 2015.  The evidentiary hearing has been set for June 19 at 8:30 a.m. in Courtroom 18.

17.  FISHMAN, W

       PIOTRKOWSKI, I

       ROBESON, R

TRUST OF GUIDO J & IRIS Y BOCCALEONI

SPR-86109

CONT FROM 3/6/15

TO SET TRIAL

 

TENTATIVE RULING: The parties are ordered to appear at 8:30 a.m. for trial setting.

18.  COOKE, N

       LAMPING, J

       HANDELMAN, A

TRUST OF KATHRYN J THOMAS

SPR-86450

CONT FROM 2/4/15

1ST ACCT & RPT

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

19.  GALLI, J

       HANDELMAN, A 

       SINIGIANI, C

       BOESSENECKER, J     

TRUST OF FREDERICK C CHRIST

SPR-87226

CONT FROM 1/28/15

PTN TO DETERM VALIDITY OF DECLINATION OF TTEE, REMOVE TTEE & APPT SUCC & FOR FEES

TENTATIVE RULING: No appearances are required.  The case has settled.

20.  BIRNIE, T

       EPSTEIN, R

ROY OWEN BIBBY & PERRI BIBBY

TRUST

SPR-87264

CONT FROM 2/18/15

MODIF OF TRUST & REFORM TRUST DIVISION

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

21.  SRL

PTN OF AUSTIN WAYNE CABRERA ATKINS

SPR-87346

CONT FROM 2/11/15

CHANGE OF NAME

TENTATIVE RULING:  If proof of publication is filed prior to the hearing date, the petition is granted.  If not, the petition is dismissed.

22.  SRL

PTN OF JOCELYN SARAH KIRSCH

SPR-87348

CONT FROM 2/18/15

CHANGE OF NAME

TENTATIVE RULING: The Court denies the petition without prejudice.        

23.  SRL

PTN OF MARTINE CAROL DEVORE

SPR-87511

CHANGE OF NAME

TENTATIVE RULING: Approved. 

24.  SRL

PTN OF EVA KILGORE

SPR-87534

CHANGE OF NAME

TENTATIVE RULING: Approved. 

25.  SRL

PTN OF MATTHEW DONALD RADLEY

SPR-87603

CHANGE OF NAME

TENTATIVE RULING: Approved. 

26.  PUTNAM, J

CONS OF ELISABETH LUCAS

SPR-68120

9TH ACCT & RPT, FEES

TENTATIVE RULING:  Approved.  The fees paid to counsel have been reduced by the amount of costs for copying and postage already reimbursed to counsel which the court finds are part of normal overhead and are not approved.  This amount is offset against the fees requested.   

27.  INGERSOLL, K

       MANWELL, M

       MOLINARI, G

       ZATMAN, M

      

MTR OF RACHELLE MOLINARI

SPR-74790

1ST ACCT & RPT, FEES

TENTATIVE RULING: Continued to April 29, 2015, at 8:30 a.m.    

 

Objections have been filed and, pursuant to SCLR 6.2G, the parties are directed to meet and confer and make a reasonable and good faith attempt to informally resolve the controversy at a face-to-face conference, before any hearing of the contested petition.  If such resolution is not possible, then each party shall file a Statement of Issues and ADR Information Sheet at least five (5) court days before the hearing.  The Statement of Issues shall be filed on or before April 22, 2015, and served on the Office of the Court Investigator, on or before April 22, 2015. 

28.  COPENHAVER, E

       HAEUSER, T

GDN OF RYAN MORGAN

SPR-79298

ACCT & RPT, FEES, TERM OF GDN

TENTATIVE RULING:  Approved. 

29.  CANNATA, T

       DENNIS, A

       FLITNER, J

       GARDNER, L

       JAMES, M      

CONS OF FLORENCE EYLER

SPR-81521

CONT FROM 2/11/15

RESIGN AS CO-C’TOR & REQ FOR ATTY FEES

TENTATIVE RULING:  Appearances required at 8:30 a.m.

30.  GARDNER, L

       WIGDAHL, L

CONS OF LENA EVELYN MAGUTH

SPR-84234

2ND ACCT & RPT, FEES

TENTATIVE RULING:  Approved.  Attorney fees are approved in the sum of $3,962.50.  All other fees are approved as prayed.  Bond is increased by $317,015 for a total of $618,415.00. 

31.  DE LA FOREST, C

       GARDNER, L

CONS OF SHEILA E GORDON

SPR-84481

ADD POWERS

TENTATIVE RULING:  Continued to April 15, 2015, at 8:30 a.m., at the request of counsel.

32.  GARDNER, L

       SO CO PD

CONS OF LELAND RESNICK

SPR-84728

FEES

TENTATIVE RULING:  Approved. 

33.  DALE, S

LTD CONS OF GARY ROBERT LEDGER

SPR-85389

CONT FROM 3/4/15

1ST ACCT & RPT

 

TENTATIVE RULING:  Approved.  Attorney fees and costs are approved in the sum of $3,515.00. 

34.  O’NEILL, S

       WIGDAHL, L

CONS OF CARLOTTA R SCOTT

SPR-85838

CONT FROM 1/14/15

TERM OF C’SHIP

TENTATIVE RULING:  Continued to April 29, 2015, at 8:30 a.m., at the request of counsel for the conservatee.

35.  ASPELIN, J

CONS OF JOSEPH HENRY BOTTINO

SPR-87118

CONT FROM 2/11/15

REVIEW

TENTATIVE RULING:  Continued to April 29, 2015, at 8:30 a.m. at the request of counsel.

36.  RONDON, B

CONS OF EDWARD EDGERTON WHALEN

SPR-87546

APPT OF C’TOR

TENTATIVE RULING:  Approved.  The powers of Sheldon Berk as agent pursuant to an Advance Health Care Directive dated April 25, 2005 are hereby revoked.  Counsel for petitioner is directed to prepare an order in conformance with the Court’s ruling. 

37.  RONDON, B

CONS OF MARJORIE SZE WHALEN

SPR-87547

APPT OF C’TOR

TENTATIVE RULING:  Approved.  The powers of Sheldon Berk as agent pursuant to an Advance Health Care Directive dated April 25, 2005 are hereby revoked.  Counsel for petitioner is directed to prepare an order in conformance with the Court’s ruling.   

 

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