Sep 02, 2014

TENTATIVE RULINGS

Probate Calendar

9/3/14 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 is no probate calendar on October 8.

 

1.  SARTORI, D

EST OF JACQUELINE LEE SCHWARTZ ROBERTSON

SPR-86993

PROBATE OF WILL

TENTATIVE RULING: Approved. 

2.  ADAMS, D

     ANDREWS, W

     DAL POGGETTO, N

     PHILLIPS, J

EST OF MERVIN NOBLES

SPR-50266

CONT FROM 7/2/14

REVIEW

TENTATIVE RULING: Continued to October 29 at 8:30 a.m., at request of the probate examiner.

3.   DISHAROON, R

      GOLDBERG, S

      HESS, S

      FISHER, K

      BEAM, K

EST OF ALVIN HANSEN

SPR-84301

CONT FROM 7/9/14

ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Continued to October 22 at 8:30 a.m. for finalization of settlement.

4.  HANDELMAN, A

EST OF BRENDA JOAN LEDERMAN

SPR-85872

RPT ON WAIVER OF ACCT & FINAL DIST, FEES

TENTATIVE RULING: Approved. 

5.  PALLEY, J

EST OF GREGORY STONE

SPR-86039

ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

6.  YOUNG, M

EST OF CAROL RUTH MAGEE

SPR-86129

RPT ON WAIVER OF ACCT & FINAL DIST, FEES

TENTATIVE RULING: Approved. 

7.  SRL

EST OF SHARON M GUENTHER

SPR-86131

FINAL DIST, WAIVER OF ACCT & RPT

TENTATIVE RULING: Approved. 

8.  ZAKASKY, J

EST OF TIMOHTY WAYNE HUNTER

SPR-86237

WAIVER OF ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

9.  BARTOLOTTA, L

     DAL POGGETTO, N

     FISHER, K

     HENKELS, R

NOBLES v. NOBLES

SCV-247222

CONT FROM 7/2/14

REVIEW

TENTATIVE RULING: Continued to October 29 at 8:30 a.m., at request of the probate examiner.

10.  SHEA, W

TRUST OF HUGH & EILA KORPI

SPR-83165

PTN TO APPROVE AGMT UNDER SUCC TTEE’S LTD POWER OF APPT

TENTATIVE RULING: Approved. 

11.  DE LA FOREST, C

       LANDER, S

       WALL, R

TRUST OF WINIFRED M WALSH

SPR-83771

4TH ACCT & RPT, FEES

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

12.  PASSARINO, G, obo trustee

       MARTIN, B

       PERRY, L

TRUST OF MILDRED VAIL

SPR-84072

CONT FROM 7/30/14

STATUS REPORT

PTN FOR SETTLEMENT OF 2ND ACCT & RPT OF SCC TTEE & INSTRUCS RE R/P

TENTATIVE RULING: The Second Account & Report of Successor Trustee is approved.   All other matters are continued to October 29 at 8:30 a.m., by agreement of counsel.

13.  ADAMS, D

       ANDREWS, W

TRUST OF LAURIN H NOBLES

SPR-84772

CONT FROM 7/2/14

REVIEW

TENTATIVE RULING: Continued to October 29 at 8:30 a.m., at request of the probate examiner.

14. GOLDBERG, S

      HESS, S

      FISHER, K

      BEAM, K

      KNUDSON, W T

TRUST OF ALVIN HANSEN

SPR-85803

CONT FROM 7/9/14

ESTAB OWNERSHIP OF PROP IN TRUST

TENTATIVE RULING: Continued to October 22 at 8:30 a.m. for finalization of settlement.

15.  ANDREWS, W

       HANSEN, M

        HESS, S

       SHIRLEY, M

       HACKARD, H

       LEE, N

       ABBEY, R

EST OF JOHN M. BUSSMAN

SPR-86041

CONT FROM 7/30/14

PTN TO ESTAB OWNERSHIP OF PROPERTY

TENTATIVE RULING: The Court orders that the administrator’s petition filed pursuant to Probate Code § 850 may proceed and that trial by jury is not available in this type of proceeding.  [Ref: Probate Code §825]

16.  WIGDAHL, L

EST OF DELORES M NOYER

SPR-86524

PETN FOR AUTH TO SELL REAL PROPERTIES AND TO EXECUTE EXCLUSIVE LISTING AGREEMENTS

TENTATIVE RULING: Approved. 

17.  JACOBS, K

TRUST OF DAVID J AGGIO

SPR-86911

PETITION FOR ORDER CONFIRMING TRUST ASSETS

TENTATIVE RULING: Approved. 

18.  LEVY, J

TRUST OF TERRY J & PAULETTE CARROLL

SPR-86950

PTN FOR ORDER CONFIRMING TRUST ASSETS

TENTATIVE RULING: Approved. 

19.  FERGUSON, D

JEANNE T McLEAN TRUST

SPR-86952

PTN TO CONFIRM ASSETS IN TRUST

TENTATIVE RULING: Approved. 

20.  SHEA, W

TRUST OF ELIZABETH J GITTI

SPR-86956

PTN FOR ORDER CONFIRMING SUCC TTEE & TRUST ASSETS

TENTATIVE RULING: Approved. 

21.  ROWLAND, W, obo petitioner

       ADAMS, B, obo trustee

      

TRUST OF LARRY RAMOS

SPR-86959

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

TENTATIVE RULING: Continued to October 15 at 8:30 a.m., by agreement of counsel.

22.  GOLDBERG, S

TRUST OF WAYNE & LORRAINE HUMPHREY

SPR-86960

MODIFICATION OF TRUST

TENTATIVE RULING: Approved. 

23.  HALL, P

TRUST OF SIMON F & EMILY C BERGSTROM

SPR-86962

PTN FOR ORDER CONFIRMING SUCC TTEE & TRUST ASSETS

TENTATIVE RULING: Approved. 

24.  WARGO, R

EST OF JAMES JOSEPH LUCEY

SPR-86970

SPOUSAL PROPERTY PETITION

TENTATIVE RULING: Approved. 

25.  BANTI, C

TRUST OF WILLIAM I MACDONALD

SPR-86977

PTN TO CONFIRM IDENTITY OF BENE OF TRUST

TENTATIVE RULING: Approved. 

26.  SRL

PTN OF KETHER

SPR-86781

CONT FROM 7/30/14

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 October 22 at 8:30 a.m., at which time the petition will be dismissed unless proof of publication has been filed.

27.  SRL

PTN OF MARTHA ALVAREZ

SPR-86880

CHANGE OF NAME

TENTATIVE RULING: Approved. 

28.  SRL

PTN OF STACEY JAMES ROSE

SPR-86886

CHANGE OF NAME

 

TENTATIVE RULING: Approved. 

29.  SRL

PTN OF ELIZABETH JACK SALEH

SPR-86903

CHANGE OF NAME

TENTATIVE RULING: Approved. 

30.  RONDON, B

       STEVENSON, R

CONS OF BEVERLY HOFFMAN

SPR-70823

4TH ACCT & RPT, FEES

TENTATIVE RULING:  Continued to September 17, 2014 at 8:30 a.m. due to Court Investigator workload and to allow further investigation and with cooperation of counsel.

31.  MALKIN, D

       SO CO PD

LTD CONS OF RYAN TERRY

SPR-86864

APPT OF C’TOR [E]

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

 

The petition for substituted judgment to create and fund a special needs trust is approved provided the following change is made to the special needs trust:  Article 7.1.3  Prohibits investments by the trustee other than those permitted under Probate Code section 2574.  Petitioner is directed to submit an order that includes a special needs trust that conforms to this ruling. 

 

Attorney fees are approved in the amount of $3,820.00.  In making this determination the court has considered the legal services provided and not the anticipated services and costs.   

32.  ZAKASKY, J

GDN OF GAVIN M HUNTER

SPR-86915

APPT OF GDN [E]

TENTATIVE RULING:  Approved.

 

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