Aug 27, 2015
TENTATIVE RULINGS
 

Probate Calendar

8/26/15 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. 
 
 
1. BABB, S
     FISHMAN, W 
     ROYBAL, A
EST OF MALCOLM O McCOY
SPR-87632
CONT FROM 6/24/15
STATUS CONFERENCE
TENTATIVE RULING: Continued to Sept. 30 at 8:30 a.m., by agreement of counsel.
2. MYERS, P
EST OF EDWARD LEO MATSCHINEGG
SPR-88057
CONT FROM 7/29/15
PROBATE OF WILL & ADMIN WWA
TENTATIVE RULING: Approved. 
3. MACKAY, B
EST OF MARY ELIZABETH PENSOTTI
SPR-88119
PROBATE OF WILL
TENTATIVE RULING: Approved. 
4. KITTLESON, M
EST OF MARION VIOLA CUTLER
SPR-88141
PROBATE OF WILL
TENTATIVE RULING: Approved. 
5. BUSH, D
EST OF SUSAN LYNN INGALLS
SPR-87898
CONT FROM 7/29/15
LTRS OF ADMIN
TENTATIVE RULING: Continued to September 23 at 8:30 a.m., at request of counsel.
6. MAIZE, R
EST OF MARJORIE E RAWNSLEY
SPR-88127
LTRS OF ADMIN
TENTATIVE RULING: Approved. 
7. O’DONNELL, D
EST OF ANN CATHERINE CALDEN
SPR-86187
ACCT & RPT, FINAL DIST, FEES
TENTATIVE RULING: Approved. 
8. CUMMINS, D
     KEMP, B
     PICONE, S
EST OF GAYLE ALVIN HUNTER
SPR-86420
ACCT & RPT, FINAL DIST, FEES
TENTATIVE RULING: Continued to September 16, at request of the probate examiner. 
9. PALLEY, J
EST OF ANDREA KATHLEEN STEIN
SPR-87240
ACCT & RPT, FINAL DIST, FEES
TENTATIVE RULING: Approved. 
10. DENNIS, A
EST OF JAMES FREDERICK GUTSCH
SPR-87277
PRELIM DIST
TENTATIVE RULING: Approved. 
11. MANFRED, M
EST OF HELEN MARY LAUTENSCHLAGER
SPR-87541
WAIVER OF ACCT & RPT, FINAL DIST, FEES
TENTATIVE RULING: Approved. 
12. BJORNSTROM, D
MTR OF ELSBETH GIORGI TRUST f/b/o ELSBETH D BJORNSTROM
SPR-55048
PTN ACCEPTING RESIGN OF TTEE & APPT SUCC TTEE
TENTATIVE RULING: Approved. 
13. NORTON, T
TRUST OF EDWARD & DORIS GUSTELY
SPR-77024
1ST & FINAL ACCT & RPT OF TTEE & TERMIN OF TRUST
TENTATIVE RULING: Approved. 
14. MADERIOUS, J
       THIRKELL, E
BETTE MARY GILBERT TRUST № 1 SPR-81516
ENFORCE JUDGMENT OR AGMNT
TENTATIVE RULING: Continued to September 23 at 8:30 a.m., by agreement of counsel.
15. BLOMBERG, T
       CAVERLY, K
       NORTON, T
TRUST OF ALLISON McBRIDE
SPR-84976
1ST ACCT & RPT OF TTEE
TENTATIVE RULING: Appearances required at 8:30 a.m. to allow the parties to present their positions and objections to the accounting.
16. HESS, S
       WARGO, R
       MACLEOD, J 
       WILSON, E
       MONTGOMERY, R
DEL CONTE FAMILY TRUST
SPR-86091
CONT FROM 6/10/15
PTN FOR REMOVAL OF TTEE & APPT OF REPLACEMENT TTEE; TERM TRUST & DIST TRUST ASSETS
TENTATIVE RULING: Appearances are required at 8:30 a.m. on the status of the case.
17. AGUILAR, C
       BARTEL, K
       COLLIER, R
       KING, D
       MINTON, J
       RADDIE, T
TRUST OF HAROLD & ELVA TRAFTON
SPR-86449
CONT FROM 7/1/15
PTN FOR REMOVAL OF TTEE, SUSPENSION OF POWERS, SURCHARGE FOR BREACH OF TRUST, APPT OF IND TTEE
TENTATIVE RULING: Continued to October 28 at 8:30 a.m., by agreement of counsel.
18. AGUILAR, C
       BARTEL, K
       COLLIER, R
       KING, D
       MINTON, J
       RADDIE, T
TRUST OF H ROBERT & JEAN M TRAFTON
SPR-86480
CONT FROM 7/1/15
PTN TO REMOVE TTEE
 
TENTATIVE RULING: Continued to October 28 at 8:30 a.m., by agreement of counsel.
19. RICHTER, G
       ROBIN, C
TRUST OF HAROLD G KOCALIS
SPR-87016
MOTION TO BE RELIEVED AS COUNSEL
TENTATIVE RULING: Approved. Order ok.
20. BEAM, K
       SRL
      
PHYLLIS J & STANLEY G HAGEMANN TRUST
SPR-87119
ACCT & RPT OF TTEE, INSTRUCS, DIST PLAN & FOR SURCHARGE
TENTATIVE RULING: Continued to September 16 at 8:30 a.m., for the parties or their respective counsel to meet and confer in a good faith attempt to resolve the controversy, as required by Sonoma County Rule 6.2 G(2). If such resolution is not achieved, each party shall file a statement of issues and ADR Information Sheet at least 5 court days before the hearing date.
21. HASTINGS, J
       STRAUSS, J
       WINTON, D
       SHEA, W
JACK A HUDSON & MARILYN R STAVISH TRUST
SPR-87287
CONT FROM 7/8/15
PTN TO RETURN & DIST PROP
 
TENTATIVE RULING: Continued to December 2 at 8:30 a.m., by agreement of counsel.
22. PASSARINO, G
       PHIPPS, B
TRUST OF RICHARD P GROFF
SPR-87848
CONT FROM 7/29/15
PTN TO DETERMINE EXISTENCE & CONTSTRUCTION OF TRUST, & DETERM REASONABLE ATTY COMP
TENTATIVE RULING: The Court approves the petition with respect to the non-contested issues. Order will be submitted. The remaining matters are continued to September 16 at 8:30 a.m., by agreement of counsel.
23. DENNIS, A
       HOPFER, L
TRUST OF ROY RIVARD
SPR-87967
CONT FROM 8/12/15
STATUS OF SETTLEMENT; PTN FOR INSTRUCTIONS
TENTATIVE RULING: Appearances are required at 8:30 a.m. on status of settlement.
IN COURT: Ms. Dennis will present a signed stipulation.
24. CAMPOPIANO, H
EST OF PAUL KAIMAN CHAN
SPR-88090
SPOUSAL PROPERTY PETITION
TENTATIVE RULING: Approved. 
25. GREENBERG, M
EST OF AUGUST NEIL HERMOSO
SPR-88108
SPOUSAL PROPERTY PETITION
TENTATIVE RULING: The petition is denied.   Probate Code §§ 13501(b)
26. SRL
EST OF WENDELL JOLER
SPR-88113
DETERMINE SUCCESSION TO R/P
TENTATIVE RULING: Approved. 
27. KITTLESON, M
TRUST OF EDWIN FREDERICK CUTLER II
SPR-88120
PTN TO APPOINT SUCC TTEE & ALTERNATE SUCC TTEE
TENTATIVE RULING: Approved. 
28. COLLIER, D
EST OF RONALD STEVEN WHITTEMORE
SPR-88140
SPOUSAL PROPERTY PETITION
TENTATIVE RULING: Approved. 
29. SRL
PTN RE ABRIL MONCERAT-MORGA
SPR-88075
CHANGE OF NAME
TENTATIVE RULING: Approved. 
30. SRL
PTN OF KATHERINE A DENAULT
SPR-88076
CHANGE OF NAME
TENTATIVE RULING: Approved. 
31. SRL
PTN RE ZOEY ELLA NEWCOMB
SPR-88084
CHANGE OF NAME
TENTATIVE RULING: Approved. 
32. HAEUSER, T
       RONDON, B
CONS OF MARY BARNACLE
SPR-77926
CONT FROM 8/5/15
5TH ACCT & RPT, FEES
TENTATIVE RULING: Approved.  
33. SO CO COUNSEL
       SO CO PD
CONS OF PATRICIA STEEL
SPR-78232
FEES
TENTATIVE RULING: Approved. 
34. CANNATA, T
       DENNIS, A
       FLITNER, J
       GARDNER, L
       JAMES, M
     
CONS OF FLORENCE EYLER
SPR-81521
APPT OF SUCC C’TOR

TENTATIVE RULING: Continued to September 9, 2015, at 8:30 a.m. Deborah Wagner is directed to file and serve a resignation of conservator effective upon the appointment of successor conservators.
35. DE LA FOREST, C
       GARDNER, L
CONS OF SHEILA E GORDON
SPR-84481
CONT FROM 1/22/14
 
TENTATIVE RULING: Continued to September 16, 2015, due to workload of the court investigator.
36. NORTON, T
       TAPELLA, C
CONS OF JAMES J FLOOD
SPR-86396
2ND ACCT & RPT, FEES
TENTATIVE RULING: The Sonoma County Public Defender is appointed as counsel for the conservatee and this case is continued to September 30, 2015, at 8:30 a.m., to allow court appointed counsel to interview the conservatee and file a report with the court. The report of court appointed counsel is to be filed and served at least 5 days prior to the next hearing.
37. DENNIS, A
       GERARD, A
CONS OF NANCY SKINNER
SPR-87611
CONT FROM 8/12/15
APPT OF C’TOR (P)
TENTATIVE RULING: Continued to September 26, 2015 at 8:30 a.m. at request of counsel.
38. BOLT, J
       DENNIS, A
CONS OF CHARLES HOBART PAGE
SPR-87906
CONT FROM 7/29/15
APPT OF C’TOR
TENTATIVE RULING: Appearances required at 8:30 a.m.
39. SO CO PD
      
CONS OF IRMA GIBBONS
SPR-88038
CONT FROM 7/29/15
APPT OF C’TOR (P)
TENTATIVE RULING: Approved. 
40. DENNIS, A
       NORTON, T
CONS OF MARGARET E FRITZINGER
SPR-88061
APPT OF C’TOR

TENTATIVE RULING: Having considered the Report of Court Appointed Counsel filed on August 19, 2015, the Court appoints Matt Fritzinger and Jonathan Fritzinger as co-conservators of the person and estate with the powers requested. Bond is set in the amount of $32,100.00. The order has been revised to conform to this ruling. 
41. MADERIOUS, J 
       DENNIS, A
CONS OF CARMEN D PAGE
SPR-88074
CONT FROM 7/29/15
APPT OF C’TOR (P)
TENTATIVE RULING: Appearances are required at 8:30 a.m. in Department 18. (Hold order).
42. PASSALACQUA, T
       SHINDLEDECKER, T
CONS OF E WALTER MURRAY
SPR-88087
REVIEW
TENTATIVE RULING: Continued to the original hearing date of September 2, 2015 at 8:30 a.m. in Department 18. The temporary conservatorship is extended to and shall expire on September 3, 2015. (No order).
43. DENNIS, A
ROBERT THOMPSON
SPR-88196
 
APPT OF TEMP C’TOR
TENTATIVE RULING: If proof of personal service on the proposed conservatee has been filed or provided to the Court - the temporary conservatorship of the person is granted. Jason Thompson and Robert Brandon Thompson are appointed temporary co-conservators of the person. The temporary conservatorship of the estate is denied without prejudice. The temporary conservatorship of the person shall expire October 15, 2015. Counsel shall prepare an order in conformance with the Court’s ruling.
 
If proof of personal service has not been filed or provided to the Court, the matter is continued to September 2, 2015 at 8:30 a.m. in Department 18.
 
© 2015 Superior Court of Sonoma County