Oct 01, 2014

TENTATIVE RULINGS

Probate Calendar

10/1/14  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 5:00 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.  SRL

EST OF DANIEL W SCHULTZ

SPR-87019

PROBATE OF WILL

TENTATIVE RULING: Approved. 

2.  SPALDING, M

EST OF REX LEE McCAPES JR

SPR-87047

PROBATE OF WILL

TENTATIVE RULING: Approved. 

3.  BOLT, J

EST OF BESSIE ZACHARY

SPR-87073

PROBATE OF WILL

TENTATIVE RULING:  If proof of publication is filed prior to the hearing date, the petition is granted.  If not, the matter is continued to November 19 at 8:30 a.m.

4.  DOHERTY, M C

EST OF MARSHALL DAVID LOGUE

SPR-87036

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

5.  BERRY, M

EST OF ROSE ANN GOVAN

SPR-87041

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

6.  BIRNIE, T

EST OF MARK E AUSEN

SPR-87044

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

7.  PERRY, L

EST OF PRANAB CHAKRAWARTI

SPR-85525

ACCT & RPT, FINAL DIST

TENTATIVE RULING: Approved. 

8.  PERLMAN, A

EST OF SANDRA CAROL JONES

SPR-85927

RPT ON WAIVER OF ACCT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

9.  BIRNIE, T

EST OF RUTH POLLARD

SPR-86217

PRELIM DIST, FEES

TENTATIVE RULING: Approved. 

10.  SIMI, R

EST OF JOHN EDWARD McDONALD

SPR-86389

RPT ON WAIVER OF ACCT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

11. PERLMAN, A

EST OF GLEN RICHARD SALBACH

SPR-86437

ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

12. SCHINDLER, R

TRUST OF CLEO ABRAMS

SPR-76967

PTN FOR CONFIRM & APPT OF SUCC TTEE

TENTATIVE RULING: Approved. 

13.  ZATMAN, M

TRUST OF RANA SHERMAN

SPR-84087

CONT FROM 8/20/14

PTN TO COMPEL RESPONSE, RECOGNIZE COURT ORDER, TTEE RIGHTS, LOAN INFO RE R/P

TENTATIVE RULING: A dismissal was entered on September 23, 2014.

14.  THOMAS, W S

       BALTER, D

TRUST OF THORNTON & JOY JENKINS

SPR-85912

3RD ACCT & RPT, FEES

TENTATIVE RULING: Approved. 

15.  COOKE, N

       HANDELMAN, A

TRUST OF KATHRYN J THOMAS

SPR-86450

CONT FROM 8/20/14

1ST ACCT & RPT OF TTEE

TENTATIVE RULING: Continued to November 12 at 8:30 a.m., by agreement of counsel.

16.  DAVIS, R

       DENNIS, A

MTR OF BRENNA BJORNESTAD

SPR-86526

CONT FROM 7/30/14

PTN TO REMOVE CUST & APPT SUCC, PTN TO TRFR ASSETS, FOR ACCTG & SURCHARGE

TENTATIVE RULING: A dismissal was entered on September 19, 2014.

17.  RICH, A

       SHUREEN, D

       WALLS, P

FAMILY TRUST OF FOWLER

SPR-86533

CONT FROM 8/27/14

PTN FOR RECOVERY OF TRUST PROP & ACCTG

TENTATIVE RULING: A dismissal was entered on September 18, 2014.

18.  WARGO, R

       PASSALACQUA, T

TRUST OF CLARENCE & LAURA ANDERSON

SPR-86613

CONT FROM 7/16/14

PTN TO REMOVE TTEE

TENTATIVE RULING: Continued to January 28, 2015, at 8:30 a.m., by agreement of counsel.

19.  ADAMS, B

       ZATMAN, M

TRUST OF GEORGETTE L STEWART

SPR-86711

CONT FROM 8/27/14

PTN FOR REMOVAL OF CO-TTEES & FEES

TENTATIVE RULING: Continued to January 14, 2015, at 8:30 a.m., by agreement of counsel.

20.  SINIGIANI, C, obo trustee

       THOMAS, R, obo respondent

       JOHNSTON, R, obo respondent

TRUST OF WILLIAM AND MARGARITA CRESTA

SPR-86840

CONT FROM 8/27/14

MODIFICATION OF TRUST

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

21.  EPSTEIN, P

       GULLOTTA, E

WEST FAMILY TRUST

SPR-86854

CONT FROM 8/20/14

OBJ TO 1ST ACCT, DAMAGES AGAINST TTEE FOR BREACH, REMOVAL & SUSPENSION

TENTATIVE RULING: Continued to November 12 at 8:30 a.m., by agreement of counsel.

22.  SHINDLEDECKER, T

       GARDNER, L  

MTR OF JEFFREY  & SUSAN GOMES

SPR-86946

CONT FROM 8/27/14

FEES

TENTATIVE RULING: A dismissal was entered on September 24, 2014.

23.  KNUDSON, W

       PIEROTTI, A

TRUST OF MARY L BEEBE

SPR-86999

PTN FOR ORDER CONFIRMING TRUST ASSETS

TENTATIVE RULING: Approved. 

24.  FELT, M

       MERINO, A

       RAMSBACHER, J

BANKE FAMILY TRUST

SPR-87033

PTN FOR MODIFICATION OR TERMIN OF TRUST; APPT OF GUARDIAN AD LITEM

TENTATIVE RULING: The Court approves the petition appointment of guardian ad litem and the petition for order approving modification of trust terms under Probate Code §§ 15409 and 17200(b). 

25.  MEEKER, D

TRUST OF VICTOR L & CAROL S YEN

SPR-87038

PTN BY TTEE TO ESTAB TRUST’S OWNERSHIP

TENTATIVE RULING: Approved. 

26.  SRL

PTN OF MELVIN NATHANIEL MORRIS MEYER JR

SPR-86980

CHANGE OF NAME

TENTATIVE RULING: Approved. 

27.  SRL

PTN OF ANTHONY ANGELO JOSEPH TORRES

SPR-86991

CHANGE OF NAME

TENTATIVE RULING: Approved. 

28.  SRL

PTN OF JESSICA ALICE DELMUE

SPR-86992

CHANGE OF NAME

TENTATIVE RULING: Approved. 

29.  SRL

PTN RE JACOB DANIELE-CONWAY

SPR-86998

CHANGE OF NAME

TENTATIVE RULING: Approved.           

30.  SRL

PTN OF T LeCLERC, J CRAMER, &

D CRAMER-WATERS

SPR-87004

CHANGE OF NAME

TENTATIVE RULING: Approved.  PLEASE BE ADVISED a name change is not an adoption.  If you are seeking legal status of adoption, please seek legal advice. 

 

31.  SRL

PTN OF THE SEELEY FAMILY

SPR-87014

CHANGE OF NAME

TENTATIVE RULING: Full legal signature of Terra C. Seeley on all petitions is required.  Petitions are continued to October 15 at 8:30 a.m., so Ms. Seeley can sign and file a new petition.” 

32.  SRL

PTN OF NICOLE ASHLEY WEBBER

SPR-87025

CHANGE OF NAME

TENTATIVE RULING: Approved. 

33.  SRL

PTN OF HEATHER THERESA DAVIS

SPR-87026

CHANGE OF NAME

TENTATIVE RULING: Approved. 

34.  ROSS, S

CONS OF MARCIA DINKELSPIEL

SPR-73734

PTN FOR ORDER AUTHO C’TOR TO ACT ON BEHALF OF CO-C’TORS

TENTATIVE RULING:  Approved. 

35.  ADAMS, B

       PASSALACQUA, R

CONS OF DIANE LAURIE-FARMER

SPR-83459

CONT FROM 8/13/14

2ND ACCT & RPT, FEES

TENTATIVE RULING:  Continued to October 22, 2014 at 8:30 a.m. in Department 18 to allow the Court Investigator to make contact with the conservatee pursuant to Probate Code § 1851. 

36.  FRONEBERGER, H

SNT OF SARA BAKER

SPR-83772

CONT FROM 7/23/14

2ND ACCT & RPT, FINAL DIST, FEES

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

37.  INGERSOLL, K

CONS OF DOROTHY PUCCIONI

SPR-85243

CONT FROM 9/17/14

APPT OF C’TOR [E]

TENTATIVE RULING: Approved.

 

38.  KELLY, C

CONS OF KATHLENE KEEPES

SPR-85561

ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING:  The first and final account is approved.  Attorney fees are granted in the amount of $15,747.50.  In making this determination the Court has considered the value of the estate, the nature and difficulty of the tasks performed, the time spent, the results achieved and the benefit to the conservatee.  The order has been revised to conform to this ruling. 

 

39.  CAMPOPIANO, H

       SO CO PD

       WIGDAHL, L

CONS OF ROSE MARIE LEE

SPR-86510

ACCT & RPT, FEES

TENTATIVE RULING:  This matter is continued to October 15, 2014 at 8:30 a.m. in Department 18 due to the workload of the Court Investigator’s Office. 

 

40.  SPAULDING, G

CONS OF JOSEPHINE INFANTE

SPR-86645

FEES

TENTATIVE RULING:  Approved. 

 

41. 

CONS OF LAWRENCE ANTHONY KUBICZ

SPR-86792

APPT OF C’TOR [E]

TENTATIVE RULING:  Having received information from the Office of the Probate Court Investigator that the proposed conservatee has died, the Court directs petitioner to file a Request for Dismissal (Judicial Council Form 982(a)(5)).

 

42.  NORTON, T

TRUST OF ARNOLD F SMITH

SPR-87045

PTN FOR ORDER ACCEPTING RESIGN OF TTEE & APPT OF SUCC

TENTATIVE RULING:  Approved. 

 

43.  SNYDER, O

EST OF JOAN C SENTER

SPR-87018

PROBATE OF WILL

TENTATIVE RULING:  Approved. 

 

© 2014 Superior Court of Sonoma County