Feb 18, 2020

 TENTATIVE RULINGS

Probate Calendar

Thursday, January 30, 2020, 2:30 p.m. 

Courtroom 18, 3055 Cleveland Avenue, Santa Rosa

Probate matters (Estates, Conservatorships, Guardianships of the Estate, etc.) will be heard:   

Thursday at 2:30 p.m. in Courtroom 18 (Until February 2020 and ongoing, at which time the calendar will be called Fridays at 9:30 a.m. in Courtroom 18).

Courtroom 18 is located at the Civil and Family Law Courthouse:

3055 Cleveland Avenue, Santa Rosa, California 95403

 

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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 2:45 p.m. on the day of the hearing. 

In accordance with CRC Rule 3.670, CourtCall is 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.

 

 
1. 
EST OF NANCY HENSHAW
SPR-70560
ACCT & RPT
 
TENTATIVE RULING: Approved. Petitioner is to submit a revised proposed order that reflects the changes requested in the Supplemental Declaration.
 
2.
SNT OF THOMAS O CARR, III
SPR-83350
ACCT & RPT
TENTATIVE RULING: Approved.                            
 
 
 
 
 
 
3. JOHNSTON, R
EST OF LENORA ANN MULLER
SPR-85832
ACCT & RPT
 
TENTATIVE RULING: Approved.
 
 
4.
GDN OF ESTATE OF RAUL A & KRYSTAL M TREVINO
SPR-88086
ACCT & RPT
TENTATIVE RULING: The 4th and Final Account and Report of Guardian is approved. Guardian fees of $1,363.50 are approved as prayed. Attorney fees of $6,500.00 are approved; costs of $1,088.45 are approved.
 
 
5. ZAKASKY, J
EST OF MARY ELIZABETH PENSOTTI
SPR-88119
ACCT & RPT
TENTATIVE RULING: Approved.
 
 
6. ROBELLO, S
EST OF MARY PATRICIA BARNACLE
SPR-88599
ACCT & RPT
TENTATIVE RULING: Approved
 
 
7. JOHNSTON, R
    KOLKO, E
EST OF CARL P BELLOVICH
SPR-090441
WAIVER OF ACCT & RPT
 
TENTATIVE RULING: This is the third time this matter has been on calendar (11/7/2019 and 12/5/2019), each time the court has issued a tentative indicating that it is inclined to approve the petition on the condition that the creditor Withdraw the pending creditor's claim and/or a DE-174 be filed; and that a copy of the release signed by Mr. Cummings (referenced in the petition) be filed on or before the hearing. The Petitioner has not filed the documents referenced by the court. If these are not filed prior to the hearing, the court will drop the petition.
 
 
8. LANZ, B
EST OF GLENN RAY KEEL
SPR-090987
ADVANCE HEARING DATE
 
TENTATIVE RULING: This petition is dropped as moot. The court notes that the appeal was dismissed.
 
 
9. CASSELLS, R
EST OF JOEL GREGORY ARELLANO
SPR-092159
ACCT & RPT
TENTATIVE RULING: Approved.
 
 
10. HESS, S
    NAEGELE, J
    YONANO, N
EST OF BRENT LINDSEY BARNUM
SPR-092894
PTN FOR TRANSFER OF ESTATE PROPERTY; DEPENDENT ADULT ABUSE, CONVERSION, WRONGFUL TAKING OF ESTATE PROP
TENTATIVE RULING: Continued to February 28, 2020, at 9:30 a.m.
 
Objections have been filed and pursuant to SCLR 6.2G2, 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 at least five (5) court days before the hearing.
 
 
11. DOHERTY, M
EST OF JOAN P DINSMORE
SPR-092970
ACCT & RPT
TENTATIVE RULING: Approved.
 
12. LUCAS, M
      SINIGIANI, C
TRUST OF CHESTER S FORSBERG AND ALICE KANE FORSBERG
SPR-093094
PTN TO ESTAB CLAIM OF OWNERSHIP TO TRUST PROPERTY; REMOVE TTEE; ACCTG
TENTATIVE RULING: On October 3, 2019 the Court ordered trustee Laura Renfro Marshall to file and deliver to Petitioners an accounting of the Trust from March 7, 2016, on or before January 15, 2020. No accounting has been filed, and according to Petitioners’ statement of issues filed on January 23, Petitioners have received no accounting, nor any communication as to when the accounting will be forthcoming, from trustee Marshall. The Court hereby issues the following order:
 
“TO: Trustee Laura Renfro Marshall.
YOU ARE HEREBY ORDERED to personally appear in Superior Court of California, County of Sonoma, Department 18, located at 3055 Cleveland Avenue, First Floor, Santa Rosa California, on April 3, 2020, at 9:30 am to show cause, if any, why you should not be sanctioned up to $1,500 pursuant to CCP section 177.5 for failure to comply with the Court Order of October 3, 2019 ordering you to file an accounting from March 7, 2016. Any written response to this OSC shall be filed and served no later than five (5) court days before the hearing. If the Court has received the accounting at least five (5) court days before the hearing, the order to show cause shall be dismissed.”
 
Trustee Marshall’s authority to make any distributions from the Trust pending the outcome of the present Petition is suspended. See Prob. Code § 15642(e) (“If it appears to the court that trust property or the interests of a beneficiary may suffer loss or injury pending a decision on a petition for removal of a trustee and any appellate review, the court may, on its own motion or on petition of a cotrustee or beneficiary, compel the trustee whose removal is sought to surrender trust property to a cotrustee or to a receiver or temporary trustee. The court may also suspend the powers of the trustee to the extent the court deems necessary.”)
 
Furthermore, without recognizing that she ever properly assumed the role of trustee of the Exemption Trust, the Court hereby suspends trustee Marshall from her role as acting trustee of the Exemption Trust pending the determination of the Petition. If a declination to serve signed by Norma Jean Gutierrez is filed no later than 5 court days prior to the continued hearing date, the Court will appoint Petitioner Stephen Forsberg as temporary trustee of the Exemption Trust. See Prob. Code § 17206 (“The court in its discretion may make any orders and take any other action necessary or proper to dispose of the matters presented by the petition, including appointment of a temporary trustee to administer the trust in whole or in part.”)
 
Last, notwithstanding the fact that objector Gloria Pearson’s statement of issues indicates that trustee Marshall is presently attempting to sell real property belonging to the Trust, the Court is inclined to suspend trustee Marshall from her role as trustee of the Forsberg Family Trust, and all subtrusts created under the Forsberg Family Trust (including the Survivor’s Trust) based on trustee Marshall’s failure to file any objection to the Petition (which in part seeks her removal) and her failure to provide the accounting ordered by the Court pending the determination of the Petition. The Court will defer this determination until the continued hearing date.
 
This matter is continued to April 3, 2020 at 9:30 am in Department 18. The parties are directed to continue their meet and confer efforts and if there is no resolution, the parties shall file updated statements of issues at least five court days before the continued hearing date. LR 6.2 (G)(3). The statements of issues should reflect the status of the sale of any real property belonging to the Trust and, if a declination to serve by Norma Jean Gutierrez has not been filed, the substance of counsel’s communications with her regarding her intentions. The parties should also confer regarding appointment of a professional fiduciary as temporary trustee of the Trust and the remaining subtrusts, and include the names of any willing to serve.
 
 
13. PASSALACQUA, T
EST OF ROBERT L GOODYEAR
SPR-093212
ACCT & RPT
TENTATIVE RULING: Approved.
 
14. SRL
MTR OF GAILORD SHEPARDSON
SPR-093247
OSC AND REVOKE POA
TENTATIVE RULING: On December 6, 2019 the Court issued an Order to Show Cause (“OSC”) why sanctions of up to $1,500 should not be imposed on Respondent Patrick Shepardson pursuant to Cal. Code Civ. Proc. § 177.5 for failure to comply with the Court Orders of August 8, 2019 and October 24, 2019 requiring him to file a code compliant accounting from October 22, 2017 to the date of the order. The OSC further provided that any written response must be filed and served no later than five (5) court days before the hearing, and that if the Court has received a conforming accounting at least five (5) court days before the hearing the OSC would be dismissed. On January 24, 2020 (four court days before the hearing) Respondent filed: 1) a “Response to the Court’s Order re: Power of Attorney”; and 2) a Request for Judicial Notice relating to Case No. SPR-092258. Respondent did not respond to his failure to comply with the court orders requiring a code-compliant accounting, which is the subject of the OSC. The Court hereby imposes sanctions in the amount of $500 against Respondent Patrick Shepardson, which shall become due and payable to the Court on March 2, 2020. Upon submission of proof on or before February 28, 2020 that Respondent has filed and served a code-compliant accounting, this order for sanctions will be vacated by the Court.  
 
With respect to Petitioner’s Petition to Compel Accounting by Attorney-In-Fact, the Court indicated at the December 5 hearing that notwithstanding Respondent’s failure to provide the court-ordered accounting, it was concerned with the impact on principal Gailord Shepardson of removing or suspending Patrick Shepardson without concurrently appointing a successor. As such, in its December 6, 2020 order the Court ordered the parties to each submit the names of three (3) people they propose to have serve as agent for principal Gailord Shepardson who are willing to serve (and, if not professional fiduciaries, their relationship to the party and to principal Gailord Shepardson) no later than five (5) court days before the continued hearing date. As of noon on January 24, 2020, neither party submitted this list.
 
With respect to Petitioner’s Petition Declaring the Authority of the Attorney-in-Fact is Revoked & Determination that the Power of Attorney is Invalid and Not in Effect (Prob. Code § 4541(d), 811), the Court’s December 6 order required Petitioner to serve the principal in accordance with Prob. Code § 4544(a). A proof of service is now on file indicating that Gailord Shepardson was properly served. However, the Court’s December 6 order also stated that it appeared to the Court that a guardian ad litem would need to be appointed to represent Gailord’s interests in light of the allegations in the petition that he lacks capacity, and the Court’s order indicated that the request for appointment could be made on an ex parte basis. As of noon on January 24, 2020, no petition for appointment of a guardian ad litem has been filed by Petitioner.
 
In light of Petitioner’s failure to have a guardian ad litem appointed for Gailord Shepardson and both parties’ failure to provide a list of people they propose to have serve as agent to replace Respondent Patrick Shepardson, these matters are continued to March 13, 2020 at 9:30 am in Department 18. Once again, if circumstances arise prior to the continued hearing date which threaten the welfare of Gailord Shepardson, Petitioner can apply on an ex parte basis (see Local Rules 6.1H; Cal. R. Ct. 3.1200 et seq.) for an order shortening time to have these matters heard on an expedited basis, or pursue a conservatorship, as appropriate. However, if Petitioner fails to pursue appointment of a guardian ad litem and recruitment of a potential third party agent, this matter may be dismissed at the continued hearing date.
 
 
15. FISHER, R
TRUST OF EDNA LEE KELLY
SPR-093284
PTN TO MODIFY TRUST
TENTATIVE RULING: The Court’s tentative ruling from the initial hearing date of September 26, 2019 raised concerns regarding the potential consequences to Petitioner of granting the Petition. The Court raised the issue of whether the fact that it is the recipient of public benefits who is obtaining modification of a disqualifying irrevocable trust (the Trust of Edna Lee Kelly Dated May 9, 2012) to provide for Petitioner’s outright distribution to be changed into a distribution into a third party special needs trust, would be a basis for a governmental agency to demonstrate that the Trust’s assets are an available resource to the beneficiary. The Court has received and reviewed Petitioner’s January 16, 2020 response, which asks whether certain matters are acceptable to the Court, yet which indicates that Petitioner wishes to proceed despite the Court’s input. As a result, the Petition is APPROVED, except that paragraph 3 of the [proposed] order which makes the order “retroactive to the Settlor’s date of death” will be stricken.
 
 
16. ELZI, C
TRUST OF MARGOT VOSSELER
SPR-093413
PTN TO DETERMINE TITLE TO PROPERTY
TENTATIVE RULING: This is a petition by Seigrid Vosseler, trustee of the Margot Vosseler 2016 Revocable Living Trust, for an order that all of Decedent’s accounts at Wells Fargo Bank are assets of the Trust, as according to the Petition, at least one account at Wells Fargo was not transferred into the name of the Trust. The Petition was originally noticed for hearing on October 31, 2019 but, due to the Kincade Fire and the resulting evacuations and court closure, it was heard on November 7, 2019. The Court’s tentative ruling for November 7, which was adopted without opposition, continued the hearing on the Petition to December 12, 2019 “to permit Petitioner to supplement the petition with a verified statement as to whom notice is required to be given (Prob. Code § 17201), to provide the 30 day notice to every interested party as required by Prob. Code § 851(b) (as the Notice of Hearing and proof of service indicate that only Wells Fargo and not the beneficiaries were given notice), and to comply with the Notice of Hearing requirements of Prob. Code §§ 851(c)(1) and (c)(3).” It further required Petitioner to serve and lodge a new [proposed] order “which clearly indicates that the Court would be ordering that all accounts at Wells Fargo in Margot Vosseler’s individual name are assets of The Margot Vosseler 2016 Revocable Living Trust dated March 28, 2016,and not that ‘all’ accounts at Wells Fargo are assets of the Trust.”
 
Nothing further was filed in advance of the December 12 hearing date. Nevertheless, the Court’s tentative ruling for the December 12 hearing, which was adopted without objection, continued the matter one more time to the present hearing date. As of noon on January 24, 2020 nothing further was filed. As a result, the petition is DISMISSED without prejudice.
 
 
17. SRL
PTN OF ASHLEY MICHALKA-DEMEO
SPR-093446
 
CHANGE OF NAME
TENTATIVE RULING: Petition for Change of Name is Granted. Decree Changing Name to be reissued.
 
 
18. COPENHAVER, E
CONS OF CONNIE CATOR
SPR-093611
SALE OF PROPERTY
TENTATIVE RULING: Appearances required at 2:30 p.m. in Courtroom 18 for confirmation of sale of other property sold as a unit. 
 
 
 
19. SRL
PTN OF AUTUMN GILLETTE
SPR-093697
CHANGE OF NAME
 
TENTATIVE RULING: Continued to March 11, 2020 at 3:00 pm in Department 18 for proof of publication.
 
 
20. NAUMAN, D
TRUST OF AUDREY B BUSH AND FRITZ T BUSH
SPR-093757
MODIFICATION OF TRUST
TENTATIVE RULING: Approved. However, the Court will modify the [proposed] order submitted with the Petition to correct certain inaccurate statements of law and fact. First, the [proposed] order incorrectly states that “all” beneficiaries consented. While Petitioner is the primary beneficiary of the Exemption/Bypass Trust, her daughter Audrey Sue Bush is the remainder beneficiary of that irrevocable subtrust, and the issue of Audrey Sue Bush, whether born or unborn, are contingent remainder beneficiaries (i.e. beneficiaries in the event that Audrey Sue Bush predeceases Petitioner). Thus, even though there was consent by all beneficiaries reasonably likely to take under the circumstances (Prob. Code § 15403(c)), there was not consent by “all beneficiaries.” See Prob. Code § 24 (in regards to a trust, “beneficiary” means “a person who has any present or future interest, vested or contingent.”) Second, the [proposed] order incorrectly cites Prob. Code § 15300 and misquotes a prior version of Prob. Code § 15403(a), which now reads that beneficiaries are authorized to petition for modification or termination by consent under certain circumstances, and eliminates the word “compel.” These incorrect citations and quotations will be stricken.
 
 
21. EVANS, N
TRUST OF DEVENCENCI
SPR-093765
BREACH OF FIDUCIARY DUTY BY SUCCESSOR TRUSTEE
TENTATIVE RULING: The original Petition filed in this matter purports to attach a number of exhibits, including the Trust and its amendments, but none of the referenced exhibits are attached to the Petition. See Pet. ¶¶ 8 (referring to Exhibit 1 as the Devencenzi Trust executed January 20, 2001); 10 (referring to Exhibit 2 as the First Amendment to the Trust); 13 (referring to Exhibit 3 as the Third Amendment to the Trust); 14 (referring to Exhibit 4 as Patricia C. Devencenzi’s Last Will and Testament). See Local Rule 6.8 A (“For every petition filed pursuant to Division 9 of the Probate Code, the petition must include a copy of the entire trust instrument(s) relevant to the action, including all amendments thereto, and all attachments, schedules, and exhibits.”) The Court is in receipt of an “Amended Petition” filed on January 23, 2020, but it is was not accompanied by any new Notice of Hearing or Proof of Service and as of noon on January 24 none were filed. See Cal. R. Ct. 7.53. Moreover, although the Petition alleges that decedent/settlor Patricia C. Devencenzi entered into an agreement with Petitioner, Respondent Michael J. Rock, and Daniel Devencenzi to “eliminate the Bypass Trust so that the entire Trust estate would be distributed to the Survivor’s Trust for the benefit of Patricia in return for immediate distribution to Daniel Devencenzi of a home located in Tahoe Donner in the State of California” (Pet. ¶ 12), Daniel Devencenzi was nevertheless a named a beneficiary of the bypass trust (Pet. ¶ 9). As such, he is entitled to notice of the present Petition. Prob. Code § 17203; Prob. Code § 24.
 
This matter is therefore continued to April 3, 2020 at 9:30 am in Department 18 to permit Petitioner to properly notice the Amended Petition and to provide notice to Daniel Devencenzi, and any other person entitled to notice pursuant to Prob. Code § 17203. Petitioner shall file and serve a new Notice of Hearing for the continued hearing date on the Amended Petition no later than 30 days before the continued hearing date.
 
The Court is in receipt of the objection filed by Respondent Michael J. Rock, as well as the meet and confer declarations and statements of issues filed by both Petitioner and Respondent. Both declarations indicate that the parties have met and conferred and are scheduling discovery and discussing potential trial dates and considering alternative dispute resolution. Although counsel both indicate that August and September 2020 are available for trial, the Court will not set a trial date in the absence of proper notice to all beneficiaries entitled to notice.
 
The parties are directed to continue their meet and confer efforts and if there is no resolution, the parties shall file updated statements of issues at least five court days before the continued hearing date. LR 6.2 (G)(3). The updated statements of issues shall also reflect updated availability for trial and estimates for length of trial.
 
 
22. HALL, P
TRUST OF REBECCA C SIBERT AND CHARLES C SIBERT
SPR-093767
CONFIRM SUCCESSOR TRUSTEE & TRUST ASSETS
TENTATIVE RULING: Approved.
 
 
23. SRL
PTN OF LYNDA WHITMAR
SPR-093884
 
CHANGE OF NAME
TENTATIVE RULING: Approved
 
 
24. SRL
PTN OF DANIEL HATTEM AND MARY AKERS-BELL
SPR-093889
 
CHANGE OF NAME
TENTATIVE RULING: Approved
 
 
25. SRL
PTN OF LISA SFARZO-CROSS
SPR-093895
 
CHANGE OF NAME
TENTATIVE RULING: Appearances required. An objection has been filed to the petition.
 
 
26. SRL
PTN OF RYAN KENDL
SPR-093900
CHANGE OF NAME
TENTATIVE RULING: Approved.
 
 
27. SRL
PTN OF VIKTOR THEIS
SPR-093901
CHANGE OF NAME
TENTATIVE RULING: Approved.
 
28. SRL
PTN OF EVEN KIESER AND GILLIAN KIESER
SPR-093904
CHANGE OF NAME
TENTATIVE RULING: Approved.
 
 
29. SRL
PTN OF YADIRA ALVAREZ
SPR-093905
CHANGE OF NAME
 
TENTATIVE RULING:  Petition continued to March 11, 2020, at 3:00pm in Department 18. The petition was not properly served on father, who resides in Mexico. Per Code of Civil Procedure, section 1277 subdivision (a)(4) “the petitioner shall cause, not less than 30 days before the hearing, to be served notice of the time and place of the hearing or a copy of the order to show cause on the other parent pursuant to Section 413.10, 414.10, 415.10, or 415.40.” Civil Procedure, section 413.10 subdivision (c), provides: “[A] summons shall be served on a person:… Outside the United States, as provided in this chapter or as directed by the court in which the action is pending, or, if the court before or after service finds that the service is reasonably calculated to give actual notice, as prescribed by the law of the place where the person is served or as directed by the foreign authority in response to a letter rogatory. These rules are subject to the provisions of the Convention on the “Service Abroad of Judicial and Extrajudicial Documents” in Civil or Commercial Matters (Hague Service Convention).” Mexico is subject to “the Convention on the “Service Abroad of Judicial and Extrajudicial Documents” in Civil or Commercial Matters (Hague Service Convention)” and thus service must be accomplished pursuant to that process.
 
 
30. ROADARMEL, J
EST OF NATHAN EVAN EISENMAN
SPR-093947
PROBATE OF WILL
 
 
TENTATIVE RULING: The matter is continued to February 21, 2020 at 9:30am in Department 18 for the petitioner to complete part 3(c) of the petition. The court will call the matter on January 30, 2020 to determine if there are any appearances based on publication—therefore any amended petition will not have to be noticed by publication.
 
 
 
31. WELTY, M
EST OF TRINA L LACEY
SPR-093957
LTRS OF ADMIN
TENTATIVE RULING: The petition is approved. No bond is required as all heirs have waived bond.   Petitioner is to file an Inventory and Appraisal within four months of issuance of letters (Prob. Code section 8800(b)) and either a petition for an order for final distribution of the estate or a report of status of administration within the timeframe set out in Probate Code section 12200.
 
The matter is set on the July 30, 2020 probate case management conference calendar at 3:00 p.m. in Department 18 for status of inventory and appraisal, and on March 4, 2021 at 3:00 p.m. in Department 18 for status of estate or final account and distribution. No appearances at either of these hearings will be required if the court determines that administration of the estate is timely proceeding, or good cause is shown why more time is required.
 
 
 
32. JOHNSTON, R
EST OF JOSEPH ALBERT URGE, JR
SPR-093978
LTRS OF ADMIN
TENTATIVE RULING: The petition is approved. No bond is required as all heirs have waived bond.   Petitioner is to file an Inventory and Appraisal within four months of issuance of letters (Prob. Code section 8800(b)) and either a petition for an order for final distribution of the estate or a report of status of administration within the timeframe set out in Probate Code section 12200.
 
The matter is set on the July 30, 2020 probate case management conference calendar at 3:00 p.m. in Department 18 for status of inventory and appraisal, and on March 4, 2021 at 3:00 p.m. in Department 18 for status of estate or final account and distribution. No appearances at either of these hearings will be required if the court determines that administration of the estate is timely proceeding, or good cause is shown why more time is required.
 
 
33. WARGO, R
EST OF AMRAM ATTIAS
SPR-093990
PROBATE OF WILL
TENTATIVE RULING: The petition is approved. No bond is required as will waives bond.   Petitioner is to file an Inventory and Appraisal within four months of issuance of letters (Prob. Code section 8800(b)) and either a petition for an order for final distribution of the estate or a report of status of administration within the timeframe set out in Probate Code section 12200.
 
The matter is set on the July 30, 2020 probate case management conference calendar at 3:00 p.m. in Department 18 for status of inventory and appraisal, and on March 4, 2021 at 3:00 p.m. in Department 18 for status of estate or final account and distribution. No appearances at either of these hearings will be required if the court determines that administration of the estate is timely proceeding, or good cause is shown why more time is required.
 
 
34. BROWN, D
EST OF OSIRIDE ANGELO FAZZI
SPR-094000
LTRS OF ADMIN
TENTATIVE RULING: The petition is approved. No bond is required as all heirs have waived bond.   Petitioner is to file an Inventory and Appraisal within four months of issuance of letters (Prob. Code section 8800(b)) and either a petition for an order for final distribution of the estate or a report of status of administration within the timeframe set out in Probate Code section 12200.
 
The matter is set on the July 30, 2020 probate case management conference calendar at 3:00 p.m. in Department 18 for status of inventory and appraisal, and on March 4, 2021 at 3:00 p.m. in Department 18 for status of estate or final account and distribution. No appearances at either of these hearings will be required if the court determines that administration of the estate is timely proceeding, or good cause is shown why more time is required.
 
 
35. BRICENO, F
EST OF HOLLY MARIE MILES
SPR-094004
PROBATE OF WILL
TENTATIVE RULING: The petition is approved. No bond is required as will waives bond.   Petitioner is to file an Inventory and Appraisal within four months of issuance of letters (Prob. Code section 8800(b)) and either a petition for an order for final distribution of the estate or a report of status of administration within the timeframe set out in Probate Code section 12200.
 
The matter is set on the July 30, 2020 probate case management conference calendar at 3:00 p.m. in Department 18 for status of inventory and appraisal, and on March 4, 2021 at 3:00 p.m. in Department 18 for status of estate or final account and distribution. No appearances at either of these hearings will be required if the court determines that administration of the estate is timely proceeding, or good cause is shown why more time is required.
 
 
 
36. INGERSOLL, K
      DENNIS, A
      HALL, M
 
 
CONS OF L RINA HIRAI
SPR-093103
CONT FROM 1/23/20
APPT OF C’TOR
TENTATIVE RULING: Continued to February 21, 2020, at 9:30 a.m.
 
Objections have been filed and pursuant to SCLR 6.2G2, 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 at least five (5) court days before the hearing. The Statement of Issues shall be filed on or before February 14, 2020.
 
 
 

 

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