Apr 24, 2014

TENTATIVE RULINGS

Probate Calendar

4/23/14  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. 

 

 

1.  SRL

EST OF WALTER PAUL BAGGETT

SPR-86355

CONT FROM 2/26/14

PROBATE OF WILL

TENTATIVE RULING: Approved. 

2.  LARSEN, M

EST OF RUTH E MOYER

SPR-86523

CONT FROM 4/9/14

PROBATE OF WILL

TENTATIVE RULING: Approved. 

3.  SRL

EST OF GEORGIANNA M GREZAK

SPR-86541

PROBATE OF WILL

TENTATIVE RULING: Approved. 

4.  JACOBS, K

EST OF DAVID JAMES MAZZOLI

SPR-86554

PROBATE OF WILL

TENTATIVE RULING: Approved. 

5.  BIRNIE, T

EST OF JOHN ELLIOT ZABOR

SPR-86562

PROBATE OF WILL

TENTATIVE RULING: Approved. 

6.  GOLDBERG, S

     HARRIS, J

     DOYLE, F

     LEDGERWOOD, H

EST OF MARK R GUNTREN

SPR-86542

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

7.  SIMI, R

EST OF TERRY LYNN GOETZEL

SPR-86546

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

8.  ILLSLEY, R

EST OF DAVID RAY McKENDREE

SPR-86555

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

9.  SRL

EST OF KIMBERLY BELMONT

SPR-82626

WAIVER OF ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

10. LARSSEN, E

EST OF CARLA SHEVCHUK

SPR-83228

ACCT & RPT, FEES

TENTATIVE RULING: Approved. 

11. SHEA, W

EST OF SANDRA WILSON

SPR-85221

1ST ACCT & RPT, FINAL DIST

TENTATIVE RULING: Approved. 

12. ZEIGLER, K

EST OF CAROLYN AGUIRRE

SPR-85855

WAIVER OF ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

13. INGERSOLL, K

EST OF RICHARD C O’BRIEN

SPR-85092

WAIVER OF ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

14. SHINDLEDECKER, T

CHARLES L & MINA J LEWIS TRUST

SPR-84782

1st ACCT & RPT OF TTEE, FEES

TENTATIVE RULING: Approved. 

15. ADAMS, B

      BLUESTONE, M

TRUST OF JOAN SCHEFER

SPR-85841

CONT FROM 3/26/14

PTN TO REMOVE CO-TTEE & APPT SUCCESSOR

TENTATIVE RULING: Continued to May 28 at 8:30 am., by agreement of counsel.

16. MEAGHER-LEONARD, R

      GIRARD, A

TRUST OF BARBARA WALTERS

SPR-86006

CONT FROM 4/2/14

SETTLEMENT

TENTATIVE RULING: Continued to May 21 at 8:30 am., by agreement of counsel.

17. FISHMAN, W

      PIOTRKOWSKI, I

      ROBESON, R

1999 TRUST OF GUIDO J & IRIS Y BOCCALEONI

SPR-86109

CONT FROM 1/8/14

STATUS REPORT, SETTLEMENT

TENTATIVE RULING: Continued to September 10 at 8:30 a.m., by agreement of counsel.

18.  YOUNG, M

       PUGH, A

EST OF SHIRLEY O SMITH

SPR-86138

PETITION FOR ORDER DETERMINING INTEREST IN PERSONAL PROPERTY

TENTATIVE RULING: Appearances are required at 8:30 a.m. on the petition for order determining interest in personal property.

19. BREWER, J

TRUST OF BILL R MEHEW & MARY E MEHEW

SPR-86427

CONT FROM 3/12/14

PTN TO CONFIRM ACTIONS OF TTEE PURSUANT TO INSTRUCTIONS OF SETTLOR

TENTATIVE RULING: The matter is ordered off calendar, at request of counsel.

20. ERCOLINI, E

      KRUPKA, J

EST OF ENOCH JONES JR

SPR-86479

SPOUSAL PROPERTY PETITION

TENTATIVE RULING: Approved. 

21. KAHN, E

SHERYL BARON GST EXEMPT TRUST

SPR-86515

PTN FOR APPT OF GDN AD LITEM

TENTATIVE RULING: Approved. 

22. KAHN, E

SHERYL BARON GST NON-EXEMPT TRUST

SPR-86516

PTN FOR APPT OF GDN AD LITEM

TENTATIVE RULING: Approved. 

23. RONDON, B

TRUST OF JUNE GRAHAM

SPR-86525

APPT OF SUCCESSOR

TENTATIVE RULING: Approved. 

24. HANDELMAN, A

OSCAR OLSON FAMILY TRUST

SPR-86527

APPT OF SUCCESSOR

TENTATIVE RULING: Approved. 

25. SRL

PTN OF ALICIA MARQUEZ ALCALA

SPR-86390

CONT FROM 3/26/14

CHANGE OF NAME

TENTATIVE RULING: Approved. 

26. SRL

PTN OF MINGDA YANG

SPR-86451

CHANGE OF NAME

TENTATIVE RULING: Approved. 

27. SRL

PTN OF JESUS VALDERRAMA-ZAFRA

SPR-86460

CHANGE OF NAME

TENTATIVE RULING: Petitioner is required to appear at 8:30 a.m. on the petition for change of name.

28. SRL

PTN OF GEOFFREY HALL SMITH

SPR-86469

CHANGE OF NAME

TENTATIVE RULING: Approved. 

29. SRL

PTN RE NIKO ZUNIGA

SPR-86471

CHANGE OF NAME

TENTATIVE RULING: Petitioner is required to appear at 8:30 a.m. on the petition for change of name.

30. CAMPOPIANO, H

      SO CO COUNSEL

CONS OF KENNETH ROBBINS

SPR-72943

5TH ACCT & RPT, FEES

TENTATIVE RULING:  Approved with Public Guardian fees in the sum of $427.50 and attorney fees as prayed.

31. JONAS, C

CONS OF JOHN GALLAGHER

SPR-77508

5TH ACCT & RPT, FEES

TENTATIVE RULING:  Continued to June 4, 2014 at 8:30 a.m.  Petitioner is directed to file and serve an amended standard account that complies with the Probate Code and California Rules of Court.  The amended account shall be filed on or before May 27, 2014, and served, by facsimile, on the Office of the Court Investigator, on or before May 27, 2014. 

32. DENNIS, A

      MEYER, B

      ROSEN, E

      TYSON, W

      WIGDAHL, L

 

CONS OF BERNICE FERRARI

SPR-77899

CONT FROM 3/26/14

4TH ACCT & RPT, FEES

TENTATIVE RULING:  Appearances required at 8:30 a.m.

33. BROOKS, L

      CERMAK, A

      PATTERSON, D

CONS OF SANDRA MADSEN

SPR-78020

2ND ACCT & RPT, FEES

TENTATIVE RULING:  Approved.  Having received information from the Office of the Court Investigator that an error was made in the calculation of fees, Conservator fees are approved in the amount of $17,217.50.   The order has been revised to conform to this ruling. 

34. MRAULE, M

      URBATSCH, K

MTR OF GD & AD MINORS

SPR-85256

CONT FROM 4/9/14

2ND ACCT, RPT & FEES

TENTATIVE RULING:  Approved with attorney fees approved in the sum of $6,049.50 payable $3,673.50 from the A.D. Settlement Trust and $2,376.00 from the G.D. Settlement Trust. 

35. GIBSON, W

CONS OF CONTESSA ROBERTSON

SPR-86588

APPT OF TEMP C’TOR

TENTATIVE RULING:  The petition for appointment of a temporary conservator of the person and estate is denied for lack of good cause.

 

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