Oct 21, 2014

TENTATIVE RULINGS

Probate Calendar

10/15/14 at 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 December 17 or December 24.

 

1.  ADAMS, B

     GEAGAN, J

     GERARD, A

     HAEUSER, T

     NORTON, T

     O’NEILL, S

EST OF PATRICIA L RYAN

SPR-86290

CONT FROM 8/20/14

PROBATE OF WILL

TENTATIVE RULING: Continued to January 7, 2015, by agreement of counsel.

2.  YOUNG, M, obo petitioner

     HANDELMAN, A, obo objector

     STERLING, T, obo objector

EST OF ROY A COHEN

SPR-86919

CONT FROM 8/27/14

PROBATE OF WILL; OBJECTIONS

TENTATIVE RULING:  Appearances are required at 8:30 a.m. on the petition for probate of will.

3.  MADERIOUS, J

EST OF LEMMIE BROWN

SPR-87028

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

4.  GLADDEN, M

EST OF RYAN T DAVIS

SPR-85864

ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING:  Approved. 

5.  INGERSOLL, K

     RIFFLE, C

WOOD FAMILY TRUST

SPR-86820

CONT FROM 8/27/14

PTN FOR APPROVAL OF CO-TTEE’S ACCTG FOR INSTRUCS

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

6.  ROWLAND, W, obo petitioner

     ADAMS, B, obo trustee

 

TRUST OF LARRY RAMOS

SPR-86959

CONT FROM 9/3/14

PTN TO DETERMINE VALIDITY OF AMENDMENT TO PURPORTED TRUST & TO IMPOSE CONSTRUCTIVE TRUST

TENTATIVE RULING:  Continued to January 14, 2015, at 8:30 a.m., by agreement of counsel.

7.  DENNIS, A

TRUST OF LESLIE H & YVONNE W WHITMAN

SPR-86963

PTN FOR INSTRUCS FOR APPROVAL OF ACCT & AUTHO PROPOSED ACTIONS OF TTEE

TENTATIVE RULING:  Approved. 

8.  RICHTER, G

TRUST OF HAROLD G KOCALIS

SPR-87016

SUCC TTEE’S PTN TO ASCERTAIN BENES & DET DIST OF PROP ON FINAL/PARTIAL TERM OF TRUST

TENTATIVE RULING:  Approved. 

9.  SRL

PTN OF MARGARET CAZEDESSUS

SPR-87023

CHANGE OF NAME

TENTATIVE RULING: Approved. 

10. SRL

PTN OF HOMER WALTON BODLEY

SPR-87029

CHANGE OF NAME

TENTATIVE RULING: Approved. 

11.  STAGG, B

LTD CONS OFKARLONAS

SPR-57370

SUBST JDGMNT PTN FOR ORDER TO EST SNT

TENTATIVE RULING: Continued to November 5, 2014 at 8:30 a.m. in Department 18 for timely service of the petition on the conservatee pursuant to PrC§ 2581. 

12.  NAUMAN, D

TRUST OF GODINES

SPR-64829

CONF ROM 9/24/14

3RD ACCT & RPT, FEES

TENTATIVE RULING: Approved. 

13.  DOOLEY, E

       FRASIER, C

       MORTARA, B

       PINNEY, W

       SAN FRAN CO PD

       SPRINGER, P

CONS OF PETER GUMP

SPR-78869

ACCT & RPT, FEES

TENTATIVE RULING:  Approved. 

14.  SO CO COUNSEL

       SO CO PD

CONS OF KENNETH SULLIVAN

SPR-81448

3RD ACCT & RPT, FEES

TENTATIVE RULING:  The third account and report is approved.  Attorney fees are approved in the amount requested.  Conservator fees are approved in the amount of $3,208.75.  This adjustment to the requested conservator compensation is based upon the criteria described at CRC § 7.756(a). 

15.  CANNATA, T

       DENNIS, A

       FLITNER, J

       GARDNER, L

       JAMES, M

       RAFFERTY, P

CONS OF FLORENCE EYLER

SPR-81521

APPT OF SUCCESSOR

TENTATIVE RULING:  Continued to November 26, 2014 at 8:30 a.m. as objections to the petition to remove conservators have been filed. 

 

Pursuant to SCLR 6.2H, 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 November 19, 2014, and served on the Office of the Court Investigator, on or before November 19, 2014. 

16.  KRUSE, D

CONS OF MAY G MILLER

SPR-84669

CONT FROM 7/9/14

ACCT & RPT, TERM OF C’SHIP

TENTATIVE RULING:  Continued to November 5, 2014 at 8:30 a.m. in Department 18 at the request of counsel.

17.  PIEROTTI, A

       SHINDLEDECKER, T

CONS OF CLARENCE WALTER CONRAD

SPR-85408

1ST ACCT & RPT, FEES

TENTATIVE RULING:  Approved. 

18.  NORTON, T

TRUST OF MARVIN & WANDA ZIMPHER

SPR-86826

CONT FROM 8/20/14

ACCTG

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

19.  COPENHAVER, E

CONS OF LISA CARAVACCI

SPR-86888

CONT FROM 9/24/14

APPT OF C’TOR [E]

TENTATIVE RULING:  The petition for appointment of conservator of the estate is approved.  Bond is waived.  The order has been revised to conform to this ruling. 

20.  COPENHAVER, E

       NORTON, T

CONS OF FRANCIS SIDEN

SPR-86889

1ST ACCT & RPT, FEES

TENTATIVE RULING:  Approved. 

21.  DENNIS, A

       MILKS, J

CONS OF JOYCE ELIZABETH FISCHER

SPR-86900

APPT OF C’TOR

TENTATIVE RULING:  Continued to October 29, 2014, at 8:30 a.m. for further investigation and review of the case.  The temporary conservatorship is continued to October 30, 2014.  Petitioner is directed to submit a temporary order and letters that conform to this ruling. 

  22.  SRL

PETITION OF THE SEELEY FAMILY

SPR-87014

CHANGE OF NAME

TENTATIVE RULING:  Approved. 

23.  CAMPOPIANO, H

       SO CO PD

       WIGDAHL, L                     

CONS OF ROSE MARIE LEE

SPR-86510

CONT FROM 10/1/14

ACCT & RPT, FEES

TENTATIVE RULING: Continued to November 12, 2014 at 8:30 a.m. in Department 18.  Petitioner is directed to file a verified declaration, no later than November 3, 2014, explaining why attorney fees were incurred after the resignation of the agent holding the power of attorney ( March 12, 2014) and appointment of temporary conservator (April 2, 2014).  The Office of the Court Investigator shall be served with a copy of the declaration.  

24. WILSON, P

IN RE MARRIAGE OF KENT

SPR-87183

PETITION TO ESTABLISH FACT, DATE & PLACE OF MARRIAGE

TENTATIVE RULING: Approved. 

 

© 2014 Superior Court of Sonoma County