Aug 30, 2014

TENTATIVE RULINGS

Probate Calendar

8/27/14  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.   INGERSOLL, K

EST OF GARY CODY MITCHELL

SPR-86742

PROBATE OF WILL & ADMIN WWA

TENTATIVE RULING: The Court approves the petition of Griffin Mitchell for letters of administration with will annexed. 

2.   ZATMAN, M, obo petitioner

      DENNIS, A, obo contestant

EST OF LYNDEN J HOELBL

SPR-86749

CONT FROM 7/9/14

PROBATE OF WILL; CONTEST

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

3.  YOUNG, M, obo petitioner

     HANDELMAN, A, obo objector

     STERLING, T, obo objector

EST OF ROY A COHEN

SPR-86919

PROBATE OF WILL; OBJECTIONS

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

4.  GULLOTTA, E

EST OF KENNETH GRAHAM WALTERS

SPR-86929

PROBATE OF WILL

TENTATIVE RULING: Approved. 

5.  COOKE, N

EST OF WILBUR E DOYEL

SPR-86933

PROBATE OF WILL

TENTATIVE RULING: Approved. 

6.  McFADDEN, M

EST OF BERNARD ROWLEY

SPR-86979

LTRS OF ADMIN

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

7.  KELLY, J

EST OF DIANE J SMITH

SPR-85664

CONT FROM 7/30/14

ACCT & RPT, FINAL DIST, FEES

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

8.  GARDNER, L

EST OF LUCILLE CARLI

SPR-86218

ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

9.  SRL

PTN OF ALEXIS K A ANDREWS

SPR-86994

REQUEST FOR WAIVER OF FILING FEES

TENTATIVE RULING: The petition for change of name is dismissed, and the Court hereby vacates the hearing thereon currently set for October 1 at 8:30 a.m.   Code of Civil Procedure section 1276 (a) provides:  "All applications for change of names shall be made to the superior court of the county where the person whose name is proposed to be changed resides."  The verified petition alleges that the petitioner is a resident of Pope Valley, in Napa County.

10. KNUDSON, W

EST OF ROSALIA HIGUERA

SPR-75608

STATUS OF ADMIN

TENTATIVE RULING: Approved. 

11. PASSARINO, G

     

TRUST OF JAMES & MADELINE ZAPPELLI

SPR-82876

PTN TO REMOVE CO-TTEES FOR FAILURE TO PREPARE & FILE AN ACCT & RPT

TENTATIVE RULING: Approved. 

12. WIGDAHL, L

TRUST OF D.R. & M.A. SHERMAN

SPR-83623

PTN FOR RESIGN OF TTEE & FOR APPOINTMENT OF SUCC TTEE

TENTATIVE RULING: Approved. 

13.  SEARLE, L

TRUST OF MAZZAFERRI

SPR-84785

CONT FROM 2/19/14

PETITION TO REFORM TRUST TO CORRECT DRAFTING ERROR; PETITION TO QUIET TITLE

TENTATIVE RULING: Continued to February 18, 2015, pending the appeal currently pending in the First District Court of Appeal.

14.  HESS, S

       WARGO, R

       COPENHAVER, E

ELIZABETH CLARKE TRUST f/b/o

KENNETH W. HILLMAN

SPR-85861

CONT FROM 7/16/14

SETTLEMENT

TENTATIVE RULING: No appearances are required.  The Court has approved the stipulation for settlement, and the petition to terminate trust has been dismissed.

15.  NORTON, T

       GARDNER, L

PETER & EVELYN BOSCHETTI SURVIVOR’S TRUST

SPR-85907

CONT FROM 4/30/14

PTN TO TERM TRUST & FOR DIST

TENTATIVE RULING: Continued to November 19 at 8:30 a.m., by agreement of counsel.

16.  ANDERSON, E

       NELSON, S

       WIGDAHL, L

LIVING TRUST OF KALLMAN

SPR-86410

PTN ACCEPTG RESIGN OR REMOVING TTEE, APPTG SUCC TTEE, FEES

TENTATIVE RULING: Approved. 

17.  MOMSEN, B

       SHUREEN, D

       WALLS, P

LIVING TRUST OF FOWLER FAMILY

SPR-86533

CONT FROM 8/13/14

PTN FOR RECOVERY OF TRUST PROP & ACCTG

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

18.  ADAMS, B, obo petitioner

       ZATMAN, M, obo respondent

GEORGETTE L STEWART TRUST

SPR-86711

CONT FROM 7/16/14

PTN FOR REMOVAL OF CO-TTEES & FEES

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

19.  INGERSOLL, K

WOOD FAMILY TRUST

SPR-86820

PTN FOR APPROVAL OF CO-TTEE’S ACCTG FOR INSTRUCS RE TANGIBLE PERS PROP, R/P, PRELIM DIST, FEES

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

20.  SINIGIANI, C, obo trustee

       THOMAS, R, obo respondent

       JOHNSTON, R, obo respondent

WILLIAM AND MARGARITA CRESTA

TRUST

SPR-86840

CONT FROM 7/30/14

MODIFICATION OF TRUST

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

21.  DAVIS, D

EST OF TIMOTHY R HARRINGTON

SPR-86922

SPOUSAL PROPERTY PETITION

TENTATIVE RULING: Approved. 

22.  MADERIOUS, J

EST OF JOHN L HANCOCK

SPR-86925

SPOUSAL PROPERTY PETITION

TENTATIVE RULING: Approved. 

23.  SHINDLEDECKER, T

       GARDNER, L

JEFFREY & SUSAN GOMES TRUST

SPR-86946

PTN FOR TTEE & ATTY FEES & REIMB OF COSTS

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

24.  SRL

EST OF VIVIAN GIRTURE BUCKLEY

SPR-86955

DETERMINE SUCCESSION TO R/P

TENTATIVE RULING: The Court denies the petition without prejudice.

25.  SRL

PTN OF STEVEN ALBERT HUMBLE

SPR-86885

CHANGE OF NAME

TENTATIVE RULING: Approved. 

26.  SRL

PTN OF DAVID EDWARD FABIAN

SPR-86892

CHANGE OF NAME

TENTATIVE RULING: Approved. 

27.  BROWN, J

CONS OF MARILYNNE WILLIAMSON

SPR-70558

5TH ACCT & RPT, FEES

TENTATIVE RULING:  Approved. 

28.  BROWN, I

       ROUDA, D

       SHINDLEDECKER, T

       URBATSCH, K

MTR OF JULIA BERTOLI

SPR-82215

CONT FROM 7/30/14

1ST ACCT & RPT OF TTEE & PTN FOR SETTLEMENT, ALLOW COMP TO TTEE & ATTY

TENTATIVE RULING:  Approved. 

29.  BLOMBERG, T

       CAVERLY, K

       NORTON, T

       PROVINE, J

       SHINDLEDECKER, T

CONS OF ALLISON McBRIDE

SPR-84411

FEES

TENTATIVE RULING:  Approved. 

30.  CAMPOPIANO, H

CONS OF BARBARA ANN LUCORE

SPR-85140

ACCT & RPT, TERM OF C’SHIP

TENTATIVE RULING:  Approved. 

31.  INGERSOLL, K

CONS OF DOROTHY PUCCIONI

SPR-85243

APPT OF C’TOR [E]

TENTATIVE RULING: Continued to September 17, 2014 at 8:30 a.m. in Department 18.  Petitioner is directed to file an amended accounting, no later than September 8, 2014, that complies with the probate code.   

32.  CAMPOPIANO, H

       SO CO PD

       WIGDAHL, L

CONS OF ROSE MARIE LEE

SPR-86510

ACCT & RPT, FEES

TENTATIVE RULING:  Approved with conservator fees approved in the sum of $4,152.50 and attorney fees in the sum of $4,827.50.  Temporary conservator and her bond shall both be discharged upon filing receipt showing delivery of the remaining assets on hand to Rose Marie Lee and presentation of the necessary Judicial Council form. 

33.  INGERSOLL, K

       SO CO PD

CONS OF RICHARD S MILLER

SPR-86757

APPT OF C’TOR

TENTATIVE RULING:  Appearances are required at 8:30 a.m.  Petitioner is directed to ensure that the proposed conservatee attend the court hearing.   

34.  COPENHAVER, E

CONS OF FRANCIS SIDEN

SPR-86889

APPT OF C’TOR [E]

TENTATIVE RULING:  Continued to September 17, 2014 at 8:30 a.m. due to court investigator workload and to allow the investigator to further review the case.  The temporary Conservatorship of the Estate is continued in force as ordered on July 14, 2014 and will terminate on September 18, 2014.

35.  DENNIS, A

       MILKS, J

CONS OF JOYCE ELIZABETH FISCHER

SPR-86900

PTN TO RECLAIM PROPERTY

TENTATIVE RULING:  Continued to September 24, 2014 at 8:30 a.m. at request of counsel.

36.  CLINE, K

GDN OF DYLAN JACOB EDMONDS & WYATT KING REYNES

SPR-86958

APPT OF GDN [E]

TENTATIVE RULING: Continued to September 24, 2014 at 8:30 a.m. in Department 18.  The petition and all related documents shall be served on the Office of the Probate Court Investigator pursuant to Local Rule of Court 6.4 3. a. on or before September 12, 2014. 

37.  NORTON, T

CONS OF ARNOLD F SMITH

SPR-86971

CONT FROM 8/13/14

APPT OF C’TOR [P]

TENTATIVE RULING:  Approved. 

 

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