Mar 24, 2017

PROBATE TENTATIVE RULINGS                                                                      
THURSDAY, MARCH 23, 2017, 8:30 a.m.
Courtroom 13 – Bradford DeMeo
600 Administration Drive, Santa Rosa (2nd Floor)

 

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, CourtCall is available for telephonic 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.  CourtCall Video is now available for remote court appearances on the Probate Calendar.


PLEASE NOTE:  ALL PROBATE ORDERS WILL BE AVAILABLE AT 2:30 P.M. ON THE DAY OF THE HEARING AT:  THE PROBATE CLERK'S OFFICE, LOCATED AT 3055 CLEVELAND AVENUE.

1.  SON CTY PUBLIC DEFENDER              CONS OF KENNETH SULLIVAN           CONT FROM 2/9/17
     SON CTY COUNSEL                               SPR-81448                                      ACCT & RPT

 

TENTATIVE RULING:  Continued to April 13, 2017, at the request of counsel and the conservator.  The April 13 hearing will be in Department 12.

2.  DANKBAR, K                         CONS OF FLORENCE EYLER                           1ST ACCT & RPT
     CANNATA, T                          SPR-81521
     FLITNER, J
     DENNIS, A
     GARDNER, L

TENTATIVE RULING:  Appearances required at 8:30 a.m.
 
3.  BEAM, K                           TRUST OF JACK & HILDA ROSKELLEY             TRUST PETITION
                                             SPR-83846

 

TENTATIVE RULING:  Continued to June 22, 2017, at the request of the parties.  The June 22, 2017 hearing will be in Department 12.

 

4.  SO CO PUBLIC DEFENDER        CONS OF ROSE MARIE LEE                      CONT FROM 2/16/17
                                                  SPR-87819                                             1ST & FINAL ACCT 

                                                                                                                  RPT, FEES, TERM

 

TENTATIVE RULING:  Continued to April 13, 2017, at the request of counsel and the conservator. The April 13 hearing will be in Department 12. 

5.  BARTON, L                              GDN OF EST OF RAUL A & KRYSTAL                ACCT & RPT
                                                   M. TREVINO                                       

SPR-88086

 

TENTATIVE RULING:  The 3rd account and report of guardian is approved.  Fees of $4,500 are approved as prayed.  Future attorney fees as a guardian are limited to $135.00 per hour absent further court order. 
 
6.  MACKAY, B                           GDN OF SHELBY DAKOTA HAMMOND          1ST ACCT & RPT
                                                SPR-88212

 

TENTATIVE RULING:  Approved.  The Second and Final Account is due in 2018 and will cover the period of December 1, 2016 through June 26, 2018.  The Order has been revised to conform to this ruling.
 
7.  ROGERS, W                     TRUST OF WELLMAN & FLORENCE           COMPLIANCE HEARING
                                           BANISTER
                                            SPR-88440
 

TENTATIVE RULING: Continued to May 25, 2017, at 8:30 a.m., in Department 12. 

8.  JEFFREY, K                       EST OF EVELYN GRACE WEINGARTNER   WAIVER OF ACCT, RPT
                                            SPR-88653                                               FINAL DIST., FEES

 

TENTATIVE RULING: The hearing is continued to April 6, 2017, to allow petitioner to provide a supplemental report providing the information required by Cal. Rules of Court, Rule 7.550(b), and explaining any actions taken under the IAEA as required by CRC, Rule 7.725.  The April 6 hearing will be in Department 12.

9.  DENNIS, A                  EST OF CAROLYN ROEMER HANSEN                PTN FOR REMOVAL OF
GERARD, A                      SPR-89235                                                       PERS REP & APPT OF
                                                                                                               SUCCESSOR
TENTATIVE RULING: Continued to April 13, 2017, at 8:30 a.m., in Department 12.

10.  VAUGHT, J                EST OF JUDITH M. SMITH                            PTN FOR APPROVAL OF
                                      SPR-89333                                                   CLAIM AGAINST ESTATE
                                                                                                          BY PERSONAL REP

TENTATIVE RULING: Approved.

11.  DAVIS, D                  TRUST OF HARRY H KOENIG &                         ACCT & RPT
                                      FLORENCE A. KOENIG
                                      SPR-089444


TENTATIVE RULING: This case is on for hearing to approve of the trustee’s accountings. The petition is brought, in part, pursuant to Probate Code section 17200(b)(5). Section 17200(b)(5) is a request: “Settling the accounts and passing upon the acts of the trustee, including the exercise of discretionary powers.”

Subject to specific language in the trust, not applicable here, trustees have the discretion to pay attorneys “reasonable” compensation. (Prob. Code § 16243.)  When presented with a section 17200 petition to settle an account, “the probate court has a duty imposed by law to inquire into the prudence of the trustee's administration.” (Lazzarone v. Bank of America (1986) 181 Cal.App.3d 581, 594, & fn. 10; Schwartz v. Labow (2008) 164 Cal.App.4th 417, 427.)

The court finds no evidence has been presented to support finding that the attorney fees paid by the trustee were reasonable.

 

The court finds that US Bank’s trustee fees and Carolyn Koenig’s trustee fees are reasonable.

The court is concerned with the following: 1) without adequate explanation not all trust assets have not been distributed over six years after the death of the surviving settlor; 2) Carolyn Koenig’s potential conflicts of interest between running a business using trust assets and managing trust administration; 3) potential lack of impartiality in hiring Kaye Koenig to help manage the trust’s rental properties; 4) potential lack of loyalty and impartiality in distributing real property to an LLC; and 5) Paul Koenig’s position with regard to the trust administration.

Appearances are required at 9:30 a.m., on March 23, 2017, in Department 13, to address the court’s concerns.
 
12.  SINK, M                          TRUST OF JOAN ELLINWOOD                         TRUST PETITION
                                             SPR-089740

TENTATIVE RULING: Approved.

13.  GUERRA, K                      EST OF GAVIN HOLLEY, JR                            CONT FROM 2/2/17
                                             SPR-089750                                                  LTRS OF ADMIN

 

TENTATIVE RULING: Approved.

14.  SRL                                  PTN OF PRISCILLA M CASTILLO                     CHANGE OF NAME
                                              SPR-089765

 

TENTATIVE RULING: Approved.

15.  SRL                                 PTN OF KOMERA MANUIGINA TALE                CHANGE OF NAME
                                             SPR-089899

 

TENTATIVE RULING: Approved.

16.  WEINROTH, D                  TRUST OF PATRICIA LYNNE WEAVER               TRUST PETITION
                                             SPR-089906

 

TENTATIVE RULING: Approved.

17.  SRL                                PTN OF MOLLY ANITA MELVILLE                      CHANGE OF NAME
                                            SPR-089909

 

TENTATIVE RULING: Approved.

18.  KOLETO, M                  EST OF BENJAMIN W. BEVIS                                  PROBATE OF WILL
                                         SPR-089910


TENTATIVE RULING: Continued to April 6, 2017, at 8:30 a.m., in Department 12, to allow petitioner to file an amended petition with the information requested at section 3.c. of the petition.


19.  SRL                        PTN OF JEANETTE MARGOT MARKMAN                       CHANGE OF NAME

                                    SPR-089911

 

TENTATIVE RULING: Continued to April 13, 2017, at 8:30 a.m., in Department 12. The court needs additional time to process internal paperwork.
 
20.  STERNFELD, J              TRUST OF ROBERT DAVID FLIPPEN                         TRUST PETITION
                                         SPR-089914


TENTATIVE RULING: Approved.

21.  SRL                              PTN OF LUCINDA IRENE SEARS VOGLER              CHANGE OF NAME
                                          SPR-089915

 

TENTATIVE RULING: Approved.

22.  GLADDEN, M                  EST OF SANDRA C ETTER                                  SPOUSAL PROPERTY
                                           SPR-089916                                                      PETITION

 

TENTATIVE RULING: Approved.

23.  ZATMAN, M                   EST OF DAMIEN CHARLES CUSTER                    LETTERS OF ADMIN
                                          SPR-089918

 

TENTATIVE RULING:  Approved.

24.  VALLUZZO, A                EST OF RICHARD BROCCO                                  PROBATE OF WILL
                                          SPR-089923

 

TENTATIVE RULING: Continued to April 6, 2017, at 8:30 a.m., in Department 12, to allow petitioner to file proof of service on Kendall Brocco in compliance with Prob. Code section 1252.

25.  SRL                             PTN OF ERIC STROTHER &                            CHANGE OF NAME/
                                                AMY STROTHER                                                        GENDER
                                         SPR-089926

 

TENTATIVE RULING: Approved.

26.  SRL                       PTN OF BEAU PHILLIP MICHAEL BRENNAN        CHANGE OF NAME
                                   SPR-089938

 

TENTATIVE RULING: Approved.

27.  QUOCK, K                  EST OF MEREDITH JANE WATTS                          LETTERS OF ADMIN
                                       SPR-090013


TENTATIVE RULING:  If proof of publication is filed prior to the hearing date, the petition is approved.  If not, the matter is continued to April 13, 2017 at 8:30 a.m. in Dept. 12.

28.  MILKS, J                     EST OF DON MORIKAWA                                     CONT FROM 3/16/17
                                        SPR-089907                                                        PROBATE OF WILL

 

TENTATIVE RULING:  Approved.

29.  GERARD, A                TRUST OF ROSEMARY HOFFMAN             EX PARTE REQ TO SUSPEND
      MADERIOUS, J           SPR-88711                                               SUSPEND TRUSTEE’S POWERS
                                                                                                       POWERS TO SELL TRUST
                                                                                                       REAL PROP OR FOR
TENTATIVE RULING: Appearances Required.                                INSTRUCTIONS TO
                                                                                                       TRUSTEE REGARDING
                                                                                                       SALE OF REAL PROP

 

30.   MACHI, M          TRUST OF GEORGE D & RUTH L BROWN         CONT FROM 3/16/17
       YOUNG, M          SPR-88659                                                      1ST ACCOUNT OF TRUSTEE

 

TENTATIVE RULING: Appearances required. 


 

 

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