Nov 26, 2014
TENTATIVE RULINGS 
Probate Calendar
November 26, 2014, 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.  FISHER, R
EST OF DONALD R PATE
SPR-87186
PROBATE OF WILL & ADMIN WWA
TENTATIVE RULING: Continued to December 31 at 8:30 a.m., at request of counsel.
2.   PASSALACQUA, R
EST OF GAIL ANN LOSCIAVO
SPR-87194
PROBATE OF WILL
TENTATIVE RULING: Approved. 
3.   ZATMAN, M
EST OF ALICE G LOVELL
SPR-87205
PROBATE OF WILL & ADMIN WWA
TENTATIVE RULING: Approved. 
4.   HESS, S
      GOLDBERG, S
EST OF LAWRENCE A BERTOLINI
SPR-87209
PROBATE OF WILL & ADMIN WWA
TENTATIVE RULING: Approved. 
5.   PASSARINO, G
EST OF BONITA ANN LEASE
SPR-87206
LTRS OF ADMIN
TENTATIVE RULING: Approved. 
6.   DENNIS, A
EST OF JULIANNE MARIE PANICK
SPR-85735
WAIVER OF ACCT & RPT, FINAL DIST, FEES
TENTATIVE RULING: Approved. 
7.   DENNIS, A
EST OF BERNICE CORA FERRARI
SPR-85952
FINAL DIST
TENTATIVE RULING: Approved. 
8.   FARLEY, M
EST OF EUNICE JANE PORTER
SPR-86075
ACCT & RPT, FINAL DIST, FEES
TENTATIVE RULING: Approved. 
9.   SIMMONS, P
EST OF T J TURNER
SPR-86401
WAIVER OF ACCT & RPT, FINAL DIST, FEES
TENTATIVE RULING: Approved. 
10. SRL
EST OF HELEN B JORDAN née SCHERRER
SPR-86475
WAIVER OF ACCT & RPT, FINAL DIST
TENTATIVE RULING: Approved. 
11. SIMI, R
EST OF TERRY L GOETZEL
SPR-86546
WAIVER OF ACCT & RPT, FINAL DIST, FEES
TENTATIVE RULING: Approved. 
12. PISTOLE, V
 
EST OF MARJORIE L RICHARDSON
SPR-86597
WAIVER OF ACCT & RPT, FINAL DIST, FEES
TENTATIVE RULING: Approved. 
13. ASIS, A
       JONAS, C
EST OF JOE A SANDY
SPR-86615
WAIVER OF ACCT & RPT, FINAL DIST, FEES
TENTATIVE RULING: Approved. 
14. WIGDAHL, L
EST OF KATHRYN A MacKENZIE
SPR-86677
WAIVER OF ACCT & RPT, FINAL DIST, FEES
TENTATIVE RULING: Approved. 
15. WIGDAHL, L, obo trustee
       WATSON, P, obo beneficiary
TRUST OF JONATHAN MOORE
SPR-77062
PTN FOR AUTH TO PURCHASE TRUCK; PTN TO EXPEND FUNDS TO INCREASE STIPEND
TENTATIVE RULING: The Court approves the petitions of the trustee and the beneficiary for expenditure of trust funds. 2 orders ok.
16. GLADDEN, M
L T & V J PARKER FAMILY TRUST
SPR-81775
PTN FOR MODIFICATION OF TRUST
TENTATIVE RULING: Approved. 
17. MANWELL, M
       KLOMPARENS, R
MACHADO FAMILY TRUST
SPR-83345
4th & FINAL ACCT; APPROVAL OF SETTLEMENT
TENTATIVE RULING: Approved. 
18. ADAMS, B
       BABB, S
       CAMPOPIANO, H
       DAVIS, D
       GARDNER, L
       GOLDBERG, S
       HESS, S
       NORTON, T
       O’NEILL, S
       WARREN, L 
TRUST OF LAWRENCE A & ROSEANN BERTOLINI
SPR-86281
PTN FOR INSTRUCS
TENTATIVE RULING: The Court orders that Deborah Wagner is relieved of any duties or obligations to the Survivor’s Trust and its beneficiaries, including but not limited to the obligations set forth in Probate Code § 1600 et seq. Further, Ms. Wagner shall have no liability to the Survivor’s Trust or its beneficiaries in connection with defending the Third and Fourth Amendments to the Survivor’s Trust or the outcome of the pending litigation concerning those amendments. 
19. SRL
EST OF VIVIAN GIRTURE BUCKLEY
SPR-86955
DETERMINE SUCCESSION TO R/P
TENTATIVE RULING: Approved. 
20. KITTLESON, M
TRUST OF HASSELL WINFIELD SCOTT
SPR-87181
PTN FOR ORDER CONFIRMING ASSETS IN TRUST
TENTATIVE RULING: Approved. 
21. BADDELEY, M
EST OF JOHN DALE FOX
SPR-87191
SPOUSAL PROPERTY PETITION
TENTATIVE RULING: Approved. 
22. BADDELEY, M
EST OF FARHOOD ERFANIAN ZOGHI
SPR-87192
SPOUSAL PROPERTY PETITION
TENTATIVE RULING: Approved. 
23. ELLIOTT, M
TRUST OF GREEOTT FAMILY
SPR-87196
PTN TO CONFIRM ASSETS IN TRUST
TENTATIVE RULING: Approved. 
24. NORTON, T
       GARDNER, L
LEE NEWLAND REVOCABLE TRUST
SPR-87200
PETITION FOR INSTRUCTIONS (etc.); PETITION TO DETERMINE VALIDITY OF POWERS OF ATTY
TENTATIVE RULING: Appearances are required at 8:30 a.m. on the petition for instructions (etc.) and the petition for release of lis pendens.
25. SRL
PTN OF ALLISTER WOLFGANG GREENFIELD
SPR-87172
CHANGE OF NAME
TENTATIVE RULING: Approved. 
26. SRL
PTN OF KEVIN ALAN WEBB
SPR-87173
CHANGE OF NAME
TENTATIVE RULING: Approved. 
27. SRL
PTN RE JADA ELIZABETH MARIE HACKETT
SPR-87184
CHANGE OF NAME
TENTATIVE RULING: The petition for change of name is denied without prejudice. There is a guardianship of the person of the minor (SPR-79630). 
 
 
28. WARGO, R
GDN OF JOSHUA ZAPPA
SPR-79407
5TH ACCT & RPT
TENTATIVE RULING: Approved.
 
29. SHINDLEDECKER, T
CONS OF IRIS A SYCHROWSKY
SPR-80266
3RD ACCT & RPT, FEES
TENTATIVE RULING: Approved. 
30. RONDON, B
       SHINDLEDECKER, T
CONS OF MARGURETTE SHOEMAKER
SPR-80574
CONT FROM 11/12/14
3RD ACCT & RPT, TERM OF C’SHIP
TENTATIVE RULING: Approved. 
31. CANNATA, T
       DENNIS, A
       FLITNER, J
       GARDNER, L
       JAMES, M      
CONS OF FLORENCE EYLER
SPR-81521
CONT FROM 10/15/14
APPT OF SUCCESSOR
 
TENTATIVE RULING: Continued to December 3, 2014, at 8:30 a.m., by agreement of counsel.   The parties are directed to file their Statement of Issues by November 26, 2014, and to fax the Statement of Issues to the Office of the Probate Court Investigator before noon on November 26, 2014. 
32. DENNIS, A
CONS OF JEANNINE C O’CONNOR
SPR-85302
FEES/DEPOSITS
TENTATIVE RULING: Continued to January 7, 2015 at 8:30 a.m.
33. WRIGHT, T
GDN OF MACIE JEAN & MICHAEL DEAN CONOVER
SPR-85599
APPT OF GDN [E]
TENTATIVE RULING: Approved. 
34. DALE, S
       DONAHUE, T
       STENEBERG, J    
SNT OF FAITH TERESA KRAGLER
SPR-85823
1ST ACCT & RPT, FEES
TENTATIVE RULING: The 1st account and report is settled and allowed. Trustee fees paid pursuant to the terms of the SNT are confirmed in the sum of $7,803.98 plus costs in the sum of $350.00. Attorney fees are approved in the sum of $1,155.00. Requested attorney costs are denied as part of normal overhead costs. 
35. O’NEILL, S
       WIGDAHL, L      
CONS OF CARLOTTA R SCOTT
SPR-85838
CONT FROM 11/12/14
REVIEW APPT OF C’TOR

TENTATIVE RULING: Continued to January 14, 2015, at 8:30 a.m. Counsel for the conservatee is directed to file a written report, no later than January 7, 2015, regarding the conservatee’s request to terminate the conservatorship of the person.
36. PASSALACQUA, R
CONS OF AUDREY B TOBONI
SPR-87027
APPT OF C’TOR
TENTATIVE RULING: Approved. 
 
37. SO CO COUNSEL
       SO CO PD
CONS OF PAUL STOBER
SPR-87099
APPT OF C’TOR
TENTATIVE RULING: Approved. 
 
38. SO CO PD
CONS OF GREGORY HAIMS
SPR-87100
APPT OF C’TOR
TENTATIVE RULING: Approved. 
39. ASPELIN, J
CONS OF JOSEPH HENRY BOTTINO
SPR-87118
CONT FROM 11/5/14
APPT OF C’TOR
TENTATIVE RULING: Continued to December 10, 2014, for further review.
40. ALBERIGI, L
CONS OF WILBUR VLASTOS
SPR-87308
APPT OF C’TOR
TENTATIVE RULING: The petition for appointment of temporary co-conservators of the person and estate is approved with powers pursuant to PrC§ 2590. The temporary conservatorship shall expire on January 15, 2015. Petitioners are directed to submit a temporary order that conforms to this ruling. 
41. McOMBER, M
       SHINDLEDECKER, T        
CONS OF PAUL KINDIG
SPR-65041      
CONT FROM 11/19/14
9TH ACCT & RPT, FEES
TENTATIVE RULING: Approved. Jan Logan is appointed as conservator of the person. Powers pursuant to PrC§ 2590e and f are granted to Jan Logan pursuant to her existing appointment as conservator of the estate. Counsel is directed to prepare an order in conformance with the court’s ruling. 
 

 

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