Jul 30, 2014

TENTATIVE RULINGS

Probate Calendar

7/30/14  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 September 10 or October 8.  No further trust and decedents’ estate cases will be set for hearing on August 13 or August 20.

 

1.  MADERIOUS, J

EST OF MARIA ANTOINETTE SHANNON

SPR-85567

PROBATE OF WILL & ADMIN WWA

TENTATIVE RULING: No appearances are required.  The petition for probate has been dismissed without prejudice.

2.   GREENBERG, M

EST OF EUGENE E BULIN

SPR-85662

PROBATE OF WILL

TENTATIVE RULING: Approved. 

3.   INGERSOLL, K

EST OF DOROTHY GAY PUCCIONI

SPR-86863

PROBATE OF WILL & ADMIN WWA

TENTATIVE RULING: Approved. 

 

4.   NIX, S

EST OF PAUL ATON GUILLORY

SPR-86799

LTRS OF ADMINISTRATION

TENTATIVE RULING: Approved. 

5.  JOHNSTON, R

     THOMAS, R

EST OF DOROTHY E CRAVEN

SPR-86837

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

6.  SRL

EST OF MICHAEL A RICKS

SPR-86857

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

 

7.  SHEFFIELD, R

EST OF MELINDA D VAN PATTEN

SPR-86861

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

8.  SIMI, R

EST OF STEPHEN W LIEURANCE

SPR-86872

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

9.  PASSALACQUA, R

EST OF EDWARD RALPH HAYES III

SPR-86881

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

10.  HAEUSER, T

EST OF FOSTER LONGENBACH

SPR-84174

ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

11.  KELLY, J

EST OF DIANE J SMITH

SPR-85664

CONT FROM 5/28/14

ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Continued to August 30, 2014 at 8:30 a.m. in Department 18 at the request of counsel.

 

           

12.  INGERSOLL, K

EST OF GIANNI CARLO PASINI

SPR-85751

PTN FOR FINAL DIST ON WAIVER OF ACCOUNT

TENTATIVE RULING: Approved. 

13.  NORTON, T

EST OF FRANCES VERDUCCI

SPR-86171

PTN FOR FINAL DIST ON WAIVER OF ACCOUNT

TENTATIVE RULING: Approved. 

14.  TINNEY, J

EST OF STEVEN A COSTEROUSE

SPR-86335

FINAL DIST, WAIVER OF ACCOUNT, FEES

TENTATIVE RULING: Approved. 

15.  HALL, P

EST OF DANA SUSAN EVANS

SPR-86360

WAIVER OF ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

 

16.  NORTON, T

EST OF PATRICK McCOY

SPR-76127

PTN FOR SETTLEMENT OF 1ST ACCT & RPT OF ADMIN

TENTATIVE RULING: Approved. 

17.  NORTON, T

DELIA ROSSI TRUST

SPR-78387

VERIFIED PTN FOR SETTLEMENT OF 9TH ACCT & RPT OF TTEE

TENTATIVE RULING: Approved. 

18.  MARTIN, B

       PERRY, L

LIVING TRUST OF MILDRED VAIL

SPR-84072

CONT FROM 6/18/14

STATUS REPORT

TENTATIVE RULING: Continued to September 3 at 8:30 a.m., by agreement of counsel.

19.  MANWELL, M

TRUST OF BRENDA McANALLY

SPR-85271

2ND ACCT & RPT, FEES

TENTATIVE RULING: Approved. 

20.  FREEMAN, R

       ISOLA, A

       SHINDLEDECKER, T

EST OF BENJAMIN LUCAS JR

SPR-85814

PTN FOR INSTRUCS RE SNT

TENTATIVE RULING: Approved. 

21.  DUBE, D

       PETERSEN, M

INTERVIVOS TRUST OF MARION E MAZZA

SPR-86002

CONT FROM 6/25/14

STATUS REPORT

TENTATIVE RULING: The matter is ordered off calendar.  The case has settled.

22.  ANDREWS, W

       HANSEN, M

        HESS, S

       SHIRLEY, M

       HACKARD, H

       LEE, N

EST OF JOHN M BUSSMAN

SPR-86041

CONT FROM 6/18/14

PTN TO ESTAB OWNERSHIP OF PROPERTY

TENTATIVE RULING: Continued to September 3 at 8:30 a.m., by agreement of counsel.

23.  CODY, T

       BOTZ, S

       PLICHCIK, Susan, SRL

       PLICHCIK, Alice, SRL

       FAIRBAIRN, S (?)  

TRUST OF JACQUELINE LOIS PIERI

SPR-86430

CONT FRPM 6/25/14

PTN COMPELLING RTN OF

PROP & REMOVE TTEE

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

 

           

24.  DENNIS, A

       DAVIS, R

MTR OF BRENNA BJORNESTAD

SPR-86526

CONT FROM 4/16/14

PTN TO REMOVE CUSTODIAN & APPT SUCC, PTN TO TRFR ASSETS, FOR ACCTG & SURCHARGE

TENTATIVE RULING: Continued to October 1 at 8:30 a.m., by agreement of counsel.

25.  GARDNER, L

REVOCABLE TRUST OF ANNE TORNEY

SPR-86772

PTN TO APPT SUCC TTEE

TENTATIVE RULING: Approved. 

26.  SINK, T

TRUST OF EARNEST R ANGELI

SPR-86811

PTN TO SETTLE & APPROVE TTEE’S 1ST ACCT & RPT

TENTATIVE RULING: Approved. 

27.  SINIGIANI, C

TRUST OF WILLIAM AND MARGARITA CRESTA

SPR-86840

MODIFICATION OF TRUST

TENTATIVE RULING: Continued to August 27 at 8:30 a.m., by agreement of counsel.

28.  SHINDLEDECKER, T

TRUST OF NAOMI SHORT

SPR-86844

PTN FOR INSTRUCS

TENTATIVE RULING: Approved. 

29.  McCULLOUGH, K

       VERMILLION, D

TRUST OF GORDON & MARILYN LEWIS

SPR-86845

INTERPRETATION OF TRUST DECL & DIST OF TRUST ASSETS

TENTATIVE RULING: Approved. 

30.  MCCULLOUGH, K

TRUST OF LAURENCE & JADE DASHIELL

SPR-86851

PTN DETERMINING TITLE TO PROP

TENTATIVE RULING: Approved. 

31.  SRL

PTN OF MILAGROS GOLDBERG

SPR-86778

CHANGE OF NAME

TENTATIVE RULING: Approved. 

32.  SRL

PTN OF KETHER

SPR-86781

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 September 3 at 8:30 a.m.

33.  SRL

PTN RE MACKENZIE CLAIRE CHAIX ALBRECHT

SPR-86783

CHANGE OF NAME

TENTATIVE RULING: Approved. 

34.  SRL

PTN RE CHRISTIAN MATTHEW BAZZANO

SPR-86801

CHANGE OF NAME

TENTATIVE RULING: Approved. 

 

35.  SRL

PTN RE ROXANNE ROSE ELDRED

SPR-86802

CHANGE OF NAME

TENTATIVE RULING: Approved. 

 

36.  SRL

PTN OF AMRAT PAL KAUR

SPR-86807

CHANGE OF NAME

TENTATIVE RULING: Approved. 

37.  ALAMEDA CO COUNSEL

       GOODMAN, M

       NORTON, T

       SO CO PD

       WIGDAHL, L

       WINNIE, R

CONS OF RICHARD ESTRADA

SPR-75036

CONT FROM 7/9/14

PTN REQ DEMENTIA POWERS

TENTATIVE RULING:  Approved. 

 

38.  BELAND, B

       CAMPOPIANO, H

CONS OF CEDRIC BEEBE

SPR-77861

CONT FROM 4/9/14

5TH ACCT 7 RPT

TENTATIVE RULING:  Approved. 

 

39.  DE LA FOREST, C

       LIPPMAN, E

       SO CO PD

CONS OF ELIZABETH McGINNIS

SPR-80330

3RD ACCT & RPT, FEES

TENTATIVE RULING: Approved. 

Investigator:  Rick

40.  ROUDA, D

       SHINDLEDECKER, T

       URBATSCH, K

MTR OF JULIA BERTOLI

SPR-82215

1ST ACCT & RPT OF TTEE & PTN FOR SETTLEMENT, ALLOW COMP TO TTEE & ATTY

TENTATIVE RULING:  Continued to August 27, 2014 at 8:30 a.m. in Department 18.  On or before August 20, 2014 the Trustee shall prepare, file and serve the Court Investigator with a verified declaration addressing and explaining:

1.  Payments to David Rouda, Esq. in the sum of $8,400 without Court Authorization.

2.  Reimbursement to the Social Security Administration in the sum of $10,850.

3.  The inclusion of a charge of $121,621,76 on January 16, 2014 and a credit of $121,621.76 on January 17, 2014.

 

41.  DE LA FOREST, C

       NORTON, T

CONS OF LUCILLE WARDELL

SPR-85102

1ST ACCT & RPT, FEES

TENTATIVE RULING: Approved with conservator fees of $18,241.00 less $3,200.00 previously paid for a total of $15,041.00 and attorney fees in the sum of $20,175.00. 

 

42.  HANN, S

CONS OF FIONA N. ALLAN

SPR-86011

PTN FOR AUTHORITY TO SELL PROPERTY

TENTATIVE RULING:  Approved. 

 

 

 

 

 

 

 

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