Jul 24, 2014

TENTATIVE RULINGS

Probate Calendar

7/23/14 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. 

 

 

NOTE:  There are no probate calendars on September 10 or October 8.  No further trust and decedents’ estate cases will be set for hearing on August 13 or August 20.

 

 

1.   STERNFELD, J

EST OF FRANK C IMWINKELRIED

SPR-86758

PROBATE OF WILL

TENTATIVE RULING: Approved. 

2.   ELLIOTT, M

EST OF GEORGE L SMITH JR

SPR-86849

PROBATE OF WILL

TENTATIVE RULING: Approved. 

3.   ZELLER, C

EST OF DOLORES LUCIER

SPR-86774

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

4.   MARTENS, J

EST OF BOBBY J HUANG

SPR-86833

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

5.   FULLERTON, R

EST OF MARIE CRESSEY BELDEN

SPR-86859

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

6.  OLSEN, S

EST OF KURTIS PHILIP STARN

SPR-86865

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

7.  SRL

EST OF DOROTHY L MENDONCA

SPR-86015

ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

8.  SHEA, W

EST OF PATRICIA L BREEDEN

SPR-86222

ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

9.  GALVIN, D

EST OF JOHN DANIEL DRISCOLL

SPR-86267

FINAL DIST, WAIVER OF ACCT & RPT, FEES

TENTATIVE RULING: Approved. 

10. BENNETT, M

EST OF MILDRED H FARRELL

SPR-86295

ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

 

11.  CORLETT, D

       FISHER, R

       HANDELMAN, A

       KATZ, M

       MORAN, A

       POST, D

       STAGG, B

EST OF EUGENE WINANS

SPR-79710

CONT FROM 5/21/14

PTN FOR ORDER AUTHO ALLOC OF EXP REIMB FOR EXPENSES & DIST EST R/P RESERVES & EST

 

TENTATIVE RULING: The Court orders that the proposed distribution of the estate’s unused loss carryover in the amount of approximately $1,200,000 shall be allocated in its entirety and divided equally between Mark Winans and Dianne Paolucci, and the co-administrators are instructed to so allocate the loss carryover. 

*********

12.  ADAMS, B

       MILKS, J

TRUST OF FREDERICKA ANNE COLEMAN

SPR-83279

 

TENTATIVE RULING: Approved.  The resignation of Mary DiLillo is accepted and Leah Bradle is appointed as successor trustee.  Bond is ordered in the sum of $651,000.00.  Mary DiLillo shall file her final account and upon approval her surety shall be discharged. 

 

13.  GLADDEN, M

TRUST OF LAWTON SHURTLEFF

SPR-84627

PTN FOR MODIFICATION OF THE BYPASS & MARITAL TRUSTS

TENTATIVE RULING: Approved. 

14.  THOMAS, W S, obo petitioner 

       BALTER, D, obo petitioner

       MORRIS, C, obo respondent

       WALK, J, obo trustee

THORTON & JOY JENKINS TRUST

SPR-85912

2ND ACCT & RPT, FEES

TENTATIVE RULING: Approved. 

15.  SINK, T

ANGELI FAMILY IRREVOCABLE TRUST

SPR-86788

FIRST ACCOUNT AND REPORT OF TRUSTEE

TENTATIVE RULING: Approved. 

16.  NORTON, T

       MANWELL, M

MARVIN & WANDA ZIMPHER TRUST

SPR-86826

PTN FOR APPROVAL OF ACCTG OF TTEE

TENTATIVE RULING: Continued to August 20 at 8:30 a.m., by agreement of counsel.

 

17.  DE LA FOREST, C

DESRYS FAMILY TRUST

SPR-86831

PETITION FOR APPOINTMENT OF SUCCESSOR TRUSTEE

TENTATIVE RULING: Approved. 

18.  KNUDSON, W T

EST OF ROBERT S GILBERT

SPR-86835

SPOUSAL PROPERTY PETITION

TENTATIVE RULING: Approved. 

19.  CHARLTON, C

TRUST OF JULIA Y MOORE

SPR-86853

PTN FOR ORDER CONFIRMING TRUST ASSETS

TENTATIVE RULING: Approved. 

20.  SRL

PTN OF JOSE DANIEL OCANA HERNANDEZ

SPR-86740

CHANGE OF NAME

TENTATIVE RULING: Approved. 

21.  SRL

PTN OF MARTIE JEAN KEREKES

SPR-86761

CHANGE OF NAME

TENTATIVE RULING: Approved. 

22.  SRL

PTN OF RICK AARON NAVARRO

SPR-86764

CHANGE OF NAME

TENTATIVE RULING: Approved. 

23.  SRL

PTN OF MELISSA STEWART LARSON

SPR-86767

CHANGE OF NAME

TENTATIVE RULING: Approved. 

24.  SRL

PTN OF MICHELLE LYNN DOYEL

SPR-86770

CHANGE OF NAME

TENTATIVE RULING: Approved. 

25.  JONAS, C

CONS OF JOHN GALLAGHER

SPR-77508

CONT FROM 6/4/14

5TH ACCT & RPT, FEES

TENTATIVE RULING:  Approved. 

 

26.  CAMPOPIANO, H

SNT OF HALE THATCHER

SPR-80388

CONT FROM 6/18/14

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

 

27.  FRONEBERGER, H

SNT OF SARA BAKER

SPR-83772

CONT FROM 6/18/14

2ND ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Continued to October 1, 2014, at 8:30 a.m., by agreement of counsel.

 

28.  DE LA FOREST, C

       RONDON, B

       SO CO PD

CONS OF RUTH BELMONT

SPR-84949

CONT FROM 7/9/14

2ND ACCT & RPT, FEES

TENTATIVE RULING:  Approved. 

 

29.  GERARD, A

       GIBSON, W

CONS OF CONTESSA ROBERTSON

SPR-86588

APPT OF C’TOR

TENTATIVE RULING:  The petition for appointment of conservator of the person and estate is denied.

 

 

 

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