Apr 25, 2015

TENTATIVE RULINGS

Probate Calendar

4/22/15 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. 

 

ANNOUNCEMENT:  There is no probate calendar on May 27.

 

 

1.   DAVIS, D

      RAPOSO, C

      LOPEZ, L

EST OF BETTE G KISER

SPR-87303

CONT FROM 4/1/15

PROBATE OF WILL; CONTEST

TENTATIVE RULING: Continued to May 20 at 8:30 a.m., by agreement of counsel.

2.   FOEHR, E

EST OF MICHELE M TERREAULT

SPR-87696

PROBATE OF WILL

TENTATIVE RULING: Approved. 

3.   SRL

EST OF LOIS JEAN HYMAN

SPR-87698

PROBATE OF WILL

TENTATIVE RULING: Approved. 

4.   CHAUVEL, R

EST OF SHIRLEY CHATALIAN

SPR-87711

PROBATE OF WILL

TENTATIVE RULING: Approved. 

5.   O’DONNELL, D

EST OF THOMAS I PEUGH

SPR-87717

PROBATE OF WILL

TENTATIVE RULING: Approved. 

6.   COPENHAVER, E

EST OF LOLA ANN CARSON

SPR-87724

PROBATE OF WILL

TENTATIVE RULING: Approved. 

7.   BYRNE, D

EST OF WILLIAM N BLANCHARD III

SPR-87737

PROBATE OF WILL

TENTATIVE RULING: Approved. 

8.   CASH, D

EST OF MAY GANSTER MILLER

SPR-87743

PROBATE OF WILL

TENTATIVE RULING: Approved. 

9.   HOLBROOK, M

EST OF STEPHEN M BROWN

SPR-87718

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

10.  CUMMINS, D

       KEMP, B

EST OF GAYLE ALVIN HUNTER

SPR-86420

CONFIRM SALE OF R/P

TENTATIVE RULING: Appearances are required at 8:30 a.m. for confirmation of sale of real property.

11.  ADAMS, B

       FRONEBERGER, H

       GOLDMAN, J

       JOHNSTON, R

       SINIGIANI, C

       WIGDAHL, L

EST OF MARY ELIZABETH DAVIS

SPR-83949

CONT FROM 4/1/15

PTN TO ESTAB OWNERSHIP TO PROP FOR ORDER AUTHO & DIRECTING TRFR OF PROPERTY TO ADMINISTRATOR; WAIVER OF ACCT & RPT, FINAL DIST

 

TENTATIVE RULING: Appearances are required at 8:30 a.m. on the first and final account and report and petition for settlement thereof, etc.   

12.  BORBA, J

       FLITNER, J

EST OF ROBERT H HEINSEN

SPR-86043

CONT FROM 4/1/15

WAIVER OF ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Continued to June 3 at 8:30 a.m., by agreement of counsel.

13.  FRANCESCHINI, R

EST OF REBECA L EMMONS

SPR-86531

WAIVER OF ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

14.  GLADDEN, M

TRUST OF IONE HOEFLER

SPR-77140

PTN FOR TERMIN OF TRUST B

TENTATIVE RULING: Continued to May 20 at 8:30 a.m., at request of counsel.

15.  DENNIS, A

       MARKS, J

 

VOGENSEN FAMILY LIVING TRUST

SPR-83755

CONT FROM 3/18/15

1ST ACCT & RPT OF SUCC TTEE, FEES & INSTRUCS RE LISTING AGMNT FOR SALE OF R/P

TENTATIVE RULING: Appearances are required at 8:30 a.m. on the first account, report and petition of successor trustee.

16.  DE MARTINI, J

       SPAULDING, G

TRUST OF NORMAN WILSON & ELEANORE WILSON

SPR-84872

CONT FROM 2/18/15

SETTLEMENT

TENTATIVE RULING: Appearances are required at 8:30 a.m. on status of the settlement.

17.  HESS, S

       WARGO, R

       MACLEOD, J 

       WILSON, E

       MONTGOMERY, R

DEL CONTE FAMILY SURVIVOR’S TRUST

SPR-86091

CONT FROM 2/25/15

PTN FOR REMOVAL OF TTEE & APPT OF REPLACEMENT TTEE; TERM TRUST & DIST TRUST ASSETS

TENTATIVE RULING: Continued to June 10 at 8:30 a.m., at request of the probate examiner.

18.  LEONI, C

       OLIKER, R

TRUST OF FLAVIA & WALTER J CARLSEN

SPR-86632

CONT FROM 4/8/15

PETITION FOR INSTRUCTIONS

 

TENTATIVE RULING: No appearances are required.  The Court has approved the settlement agreement.

19.  ADAMS, B

       ZATMAN, M

TRUST OF GEORGETTE L STEWART

SPR-86711

CONT FROM 1/14/15

PTN FOR REMOVAL OF CO-TTEES & FEES

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

20.  ZELENKA, R

       CAIN, T 

       COLLIER, D

EST OF SCOTT W GARTIN

SPR-87163

CONT FROM 4/1/15

PETITION TO DETERMINE HEIRSHIP

TENTATIVE RULING: Continued to June 3 at 8:30 a.m., at request of the probate examiner.

21.  GERARD, A

       MEYER, B

       BIGGS, M

LARSON FAMILY LIVING TRUST

SPR-87660

PTN FOR INSTRUCS TO TTEES TO DETERM LIABILITIES OF BENE TTEES & APPROP DIST OF REMAINING ASSETS

TENTATIVE RULING: Continued to June 24 at 8:30 a.m., by agreement of counsel.

22.  MILLER, P

EST OF PETER ROLF BAGINSKY

SPR-87670

SPOUSAL PROPERTY PETITION

TENTATIVE RULING: Approved. 

23.  HALL, P

TRUST OF BEVERLY K ST ANGELO

SPR-87695

PTN FOR ORDER CONFIRM SUCC TTEE & TRUST ASSETS

TENTATIVE RULING: Approved. 

24.  GARDNER, L

TRUST OF MALONE FAMILY

SPR-87716

PTN FOR ORDER APPROVING MOD OF TRUST TERMS

TENTATIVE RULING: Approved. 

25.  O’NEIL, J

HARRY & ALYCE SUGIYAMA TRUST

SPR-87730

PTN FOR ORDER DETERMINING TITLE TO R/P

TENTATIVE RULING: Approved. 

26.  SRL

PTN RE HAZEL ISABELLE GONZALEZ BROWN

SPR-87585

CHANGE OF NAME

TENTATIVE RULING: Approved. 

27.  SRL

PTN OF RICHARD TODD VAN REES

SPR-87588

CHANGE OF NAME

TENTATIVE RULING: Approved. 

28.  SRL

PTN OF SUSAN STEELMAN

SPR-87596

CHANGE OF NAME

TENTATIVE RULING: Approved. 

29.  SRL

PTN OF CANDELARIO BARCENAS TINAJERO

SPR-87658

CHANGE OF NAME

TENTATIVE RULING: Approved.    

30.  SRL

PTN OF EVE O’ROURKE DILLINGHAM

SPR-87659

CHANGE OF NAME

TENTATIVE RULING: Approved. 

31.  MILKS, J

PTN OF JACOB DANIEL LOPEZ WEBB

SPR-87677

CHANGE OF NAME

TENTATIVE RULING: Approved. 

32.  SRL

PTN OF DIANA MICHELLE GILBERT

SPR-87680

CHANGE OF NAME

TENTATIVE RULING: Approved. 

33.  BENDER, B

       BIRNIE, T

SNT OF JUDITH PACCASSI

SPR-81670

4TH ACCT & RPT OF TTEE, REDUCE BOND & FEES TO TTEE & ATTY

TENTATIVE RULING:  Approved. 

34.  FRONEBERGER, H

SNT OF SARA BAKER

SPR-83772

1ST ACCT & RPT OF TTEE, FEES

TENTATIVE RULING:  Approved.  Future attorney fees shall be approved by the court before reimbursement for advancement of attorney fees are paid.

35.  GARDNER, L

GDN OF ALEXANDRIA & DANIELLE SORG

SPR-84245

1ST ACCT & RPT, FEES

TENTATIVE RULING:  Approved.

36.  SIMI, R

CONS OF AASE MARTINSEN

SPR-85347

2ND ACCT & RPT, FEES, TERMIN

TENTATIVE RULING:  Approved. 

37.  LEVY, J

GDN OF TAI Z ZIATZ

SPR-87258

CONT FROM 2/11/15

APPT OF GDN [E], BOND

TENTATIVE RULING: Appearance is required at 8:30 a.m. in Department 18 regarding the issue of bond. 

38.  SMITH, K

GDN OF RILEY REGULAR

SPR-87377

APPT OF GDN [E]

TENTATIVE RULING: Approved.  Bond is set at $137,610.00 pursuant to Probate Code §2320(c).

39.  LIBICKI, S

CONS OF E.C. PHILLIPS SR

SPR-87591

APPT OF C’TOR

TENTATIVE RULING:  Continued to June 3, 2015 at 8:30 a.m. allow for further investigation by the court investigator and to allow opposition to the petition to be filed.

40.  JONES, D

MTR OF TOMAS DEGUZMAN

SPR-87702

PTN RE CAPACITY/HEALTH CARE DECISIONS

TENTATIVE RULING:  Continued to May 20, 2015, at 8:30 a.m.  The Court rules as follows:

1.         Pursuant to PrC 3206(a), petitioner shall personally serve the patient with notice of hearing and a copy of the petition and file proof of service with the court;

2.         Petitioner shall file proof of service of the notice of hearing and copy of the petition on the patient’s relatives named in the petition;

3.         Petitioner shall file a verified declaration indicating that the patient does/does not have the requisite capacity to make health care decisions;

4.         The Sonoma County Public Defender is appointed to consult with and represent the patient at the hearing on the petition; and

5.         Petitioner is directed to serve court appointed counsel, no later than April 29, 2015, with copies of all pleadings and file a proof of service with the court.

41.  RONDON, B

GDN OF ASHLYN DAISY GOLEY

SPR-87705

APPT OF GDN [E]

TENTATIVE RULING:  Approved.

 

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