Aug 20, 2014

TENTATIVE RULINGS

Probate Calendar

8/20/14  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. 

 

NOTE:  There are no probate calendars on September 10 or October 8.   

 

1.   GREENBERG, M

EST OF EUGENE E BULIN

SPR-85662

CONT FROM 5/7/14

PROBATE OF WILL

TENTATIVE RULING: The petition for probate of will was previously approved, and letters testamentary were issued on July 30, 2014.  The will contest has been dismissed.

2.   GEAGAN, J

      GERARD, A

      HAEUSER, T

EST OF PATRICIA L RYAN

SPR-86290

CONT FROM 4/30/14

PROBATE OF WILL

TENTATIVE RULING: Continued to October 15 at 8:30 a.m., by agreement of counsel.

3.   BREWER, B

EST OF RUBY WELLS PREDMORE

SPR-86877

PROBATE OF WILL

TENTATIVE RULING: Approved. 

4.   OLSEN, S

EST OF RACHEL JACOBS

SPR-86920

PROBATE OF WILL

TENTATIVE RULING: Approved. 

5.   LAWRENCE, M

EST OF LOUIS E GUIDI

SPR-86921

PROBATE OF WILL

TENTATIVE RULING: Approved. 

6.   COPENHAVER, E

EST OF CAROLYN ANN KEEVER

SPR-86869

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

7.   MAXWELL, V

EST OF MARK ADRIAN BARROW

SPR-86882

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

8.   SRL

EST OF BARBARA JUNE WILSON

SPR-86897

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

9.  O’DONNELL, D

EST OF ANN CATHERINE CALDEN

SPR-86187

CONFIRM SALE OF R/P

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

10.  BAKER, R G

EST OF PAMELA J BOEKE

SPR-85437

WAIVER OF ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

11.  HAINSTOCK, J

EST OF LELAND EUGENE PRITCHETT

SPR-86273

ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

12.  TRUMP, D

EST OF JAMES JOSEPH RAGGIO JR

SPR-86315

WAIVER OF ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Continued to September 17 at 8:30 a.m., at request of counsel.

13.  ANDREWS, W

       COPENHAVER, E

TRUST OF JACK C SEARS

SPR-82573

CONT FROM 7/9/14

1ST ACCT & RPT, FEES, FINAL DIST

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

14.  ZATMAN, M

TRUST OF RANA SHERMAN

SPR-84087

PTN TO COMPEL RESPONSES TO RECONGNIZE COURT ORDER & RIGHTS OF TTEE, PROVIDE LOAN INFO RE R/P

TENTATIVE RULING: Continued to October 1 at 8:30 a.m., at request of counsel.

15.  MICKELSEN, M, obo co-trustees

       HOLDREDGE, J, obo co-trustees

       OLIKER, R, obo petitioner

TRUST OF SOPHIE H NOMMSEN

SPR-84819

2ND PTN FOR INSTRUCS TO TTEE

 

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

16.  ADAMS, B

       MILLER, M

       O’NEILL, S

       HIRSCH, M

MTR OF JULIA KOZLOWSKI

SPR-85345

CONT FROM 7/2/14

3RD & FINAL ACCT & TTEE

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

17.  NORTON, T, obo executor

       HESS, S, obo respondent

       NOBLE, B, obo beneficiary

 

EST OF JOHN MOHAR

SPR-85403

CONT FROM 5/21/11

PTN TO ESTAB CLAIM OF OWNERSHIP TO PROP, ORDER DIR TRFR OF EST & ENJOINING RS FROM INTERFERING

TENTATIVE RULING: Continued to October 22 at 8:30 a.m., at request of counsel.

18.  FRANCESCHINI, R

       HESS, S

       WARGO, R

       WARREN, L

       BRAVO, J

       SENNEFF, M

       CORYELL, B

       VALERA, S, SRL

       BERGLUND, G D, spec. appearing

TRUST OF LOUIS & DELLA FOPPIANO

SPR-85756

CONT FROM 7/2/14

1ST ACCT FOR THE SURVIVING GRANTOR’S TRUST, THE GST EXEMPT TRUST & GST NON-EXEMPT TRUST

TENTATIVE RULING: Appearances are required at 8:30 a.m. on the trustee’s accounts and on appointment of a trustee for the trusts to be established for the benefit of Paul Foppiano and Gina Foppiano.

19.  COOKE, N, obo petitioner

       WEST, J, obo objector

       HANDELMAN, A, obo beneficiaries

TRUST OF KATHRYN J THOMAS

SPR-86450

CONT FROM 7/2/14

1ST ACCT & RPT OF TTEE

 

TENTATIVE RULING: Continued to October 1 at 8:30 a.m., by agreement of counsel.

20.  ZATMAN, M, obo petitioner

       HESS, S, obo respondent

       SHIRLEY, M, obo respondent

CHARLES G RIGBY JR TRUST

SPR-86806

 

CONT FROM 7/9/14

PTN TO INVALIDATE TRUST ADMEND, FOR ACCTG & RPT, REMOVE & SURCHARGE TTEE

TENTATIVE RULING: Continued to November 19 at 8:30 a.m., at request of the probate examiner.

21.  NORTON, T

       MANWELL, M

       WARGO, R

       HAEUSER, T 

TRUST OF MARVIN & WANDA ZIMPHER

SPR-86826

CONT FROM 7/23/14

PTN FOR APPROVAL OF ACCTG

TENTATIVE RULING: Continued to October 15 at 8:30 a.m., by agreement of counsel.

22.  EPSTEIN, P

       GULLOTTA, E

TRUST OF WEST FAMILY

SPR-86854

OBJS TO 1ST ACCT, PTN FOR DAMAGES AGAINST TEE FOR BREACH OF TRUST, REMOVAL & IMMEDIATE SUSPENSION

TENTATIVE RULING: Continued to October 1 at 8:30 a.m., by agreement of counsel.

23.  MILKS, J

RUSSELL A PICKETT S/P TRUST

SPR-86868

PTN FOR ORDER MODIFYING IRREV TRUST TO CREATE SNT

TENTATIVE RULING: Approved. 

24.  KNUDSON, W T

TRUST OF SHIRLEY JAMES ALVEY

SPR-86871

PTN FOR ORDER ACCEPTING RESIGN OF TTEE & APPT OF SUCC

TENTATIVE RULING: Approved. 

25.  SHINDLEDECKER, T

TRUST OF TED J WILLIAMS

SPR-86893

PTN CONFIRMING PROP IN TRUST

TENTATIVE RULING: Approved. 

26.  STAGG, B

TRUST OF MARY ANN & JULIUS KARLONAS

SPR-86895

PTN AUTHO TRFR OF R/P

TENTATIVE RULING: Approved. 

27.  SRL

PTN OF KYLE ANTHONY NELSON

SPR-86714

CONT FROM 7/9/14

CHANGE OF NAME

TENTATIVE RULING: Approved. 

28.  SRL

PTN OF BEATRIX ROSE LYRA KUHN

SPR-86756

CONT FROM 7/23/14

CHANGE OF NAME

TENTATIVE RULING: Approved. 

29.  SRL

PTN OF DANIEL ALLEN LOPES JR

SPR-86848

CHANGE OF NAME

TENTATIVE RULING: Approved. 

30.  SRL

PTN OF PATRICIA LYNN HUTCHINSON

SPR-86855

CHANGE OF NAME

TENTATIVE RULING:  If proof of publication is filed prior to the hearing date, the petition is granted.  If not, the matter is continued to September 24 at 8:30 a.m.

31.  SRL

PTN OF MARIANA RIAL YEPSEN

SPR-86860

CHANGE OF NAME

TENTATIVE RULING: Approved. 

32.  SRL

PTN OF SHAWN DANIEL RENTERIA-BALISTERERI

SPR-86862

CHANGE OF NAME

TENTATIVE RULING: Approved. 

33.  MILKS, J

       WEITZENBERG, W

DENY VS EHRET

SCV-204250

8TH ACCT & RPT, FEES

TENTATIVE RULING:  Approved. 

34.  HAEUSER, T

       RONDON, B

CONS OF MARY BARNACLE

SPR-77926

CONT FROM 7/9/14

PTN FOR AUTO TO INCREASE BORROWING TO EXECUTE A NOTE & DEED OF TRUST

TENTATIVE RULING:  1. Fourth Account and Report is approved.  Attorney fees are approved in the sum of $2,490 and trustee fees are approved in the sum of $17,275.05.  Counsel for trustee shall prepare an order in conformance with the Court’s ruling. 

 

2. The petition for authority to increase borrowing and to execute a note and deed of trust is approved.

35.  COPENHAVER, E

       HAEUSER, T

GDN OF RYAN MORGAN

SPR-79298

1ST ACCT & RPT, FEES

TENTATIVE RULING:  Approved. 

36.  INGERSOLL, K

CONS OF DOROTHY PUCCIONI

SPR-85243

FEES

TENTATIVE RULING:  Attorney fees are approved for Beyers|Costin in the amount requested.  Costs are approved in the amount of $909.00.  In making this determination the Court has considered the factors associated with normal overhead of operating a business. 

 

Attorney fees are approved for Norton & Ingersoll in the amount requested.  Having received information from the Office of the Court Investigator that an error was made in the calculation of costs, costs are approved in the amount of $435.00.  The order has been revised to conform to this ruling. 

37.  NORTON, T

CONS OF VICTOR A POZZI

SPR-86974

APPT OF TEMP C’TOR

TENTATIVE RULING:  Approved.  Barbara J. Thomas is appointed temporary conservator of the person and estate.  Bond is fixed at $1,341,000.00.  Letters of Temporary Conservatorship shall expire on November 13, 2014. 

 

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