Oct 25, 2014

TENTATIVE RULINGS

Probate Calendar

10/22/14 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 December 17 or December 24.

 

1.   SMITH, M

EST OF MARGARET McHUGH

SPR-87053

PROBATE OF WILL

TENTATIVE RULING: Approved. 

2.   WILSON, E

EST OF JULIA MABEL KATES

SPR-87060

PROBATE OF WILL

TENTATIVE RULING: Approved. 

3.   DRUCKER, J

EST OF LUCIA EAMES

SPR-87062

PROBATE OF WILL

TENTATIVE RULING: Approved. 

4.   WELTY, M

EST OF JOSE C MONTENEGRO

SPR-87113

PROBATE OF WILL

TENTATIVE RULING: Approved. 

5.   KRANKEMANN, W C

EST OF SARAH A ABRAMSON

SPR-87034

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

6.   KEMP, B

EST OF KIMIKO COOL

SPR-87059

LTRS OF ADMIN

TENTATIVE RULING:  Approved. 

7.   SRL

EST OF GUSTAVO MAGANA ALCAZAR

SPR-87064

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

8.   O’DONNELL, M

EST OF MARK ROBERT PERA

SPR-87071

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

9.   O’DONNELL, D

EST OF AILEEN CAMPBELL

SPR-86379

CONFIRM SALE OF R/P

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

10.  SO CO COUNSEL

EST OF VERNIE BILEK

SPR-79972

1ST ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

11.  MACKAY, B

EST OF PATRICIA GURTNER

SPR-83716

1ST ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

12.  MADERIOUS, J

       WARD, T

EST OF DAGMAR BURROW

SPR-83796

1ST ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

13.  DISHAROON, R

       GOLDBERG, S

       HESS, S

       FISHER, K

       BEAM, K

EST OF ALVIN HANSEN

SPR-84301

CONT FROM 9/3/14

APPROVE SETTLEMENT AGMNT, MODIF OF TRUST & APPROVE ACCOUNTINGS

 

TENTATIVE RULING: The Court approves the first and final report of executor (etc.) and the petition to approve settlement agreement, for modification of trust and for approval of accountings.  Alice Guglielmetti’s petition to establish ownership interest in property held by estate is continued to December 10 at 8:30 a.m.

14.  BREWER, B

 

EST OF KATHERINE ELLEN WOODFORD

SPR-85637

ACCT & RPT, FINAL DIST, FEES

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

15.  KELLY, J

EST OF DIANE J SMITH

SPR-85664

CONT FROM 8/27/14

ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: The matter is ordered off calendar.

16.  MADERIOUS, J

EST OF ELAINE DI GIULIO

SPR-85865

1ST ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

17.  BIRNIE, T

EST OF JOHNNY ROBERT WORBY

SPR-85956

PRELIM DIST

TENTATIVE RULING: Approved. 

18.  ANDREWS, W

EST OF YVONNE H STUART

SPR-86166

ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

19.  MADERIOUS, J

EST OF JANICE L HARTZOG

SPR-86405

1ST ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

20.  DE LA FOREST, C

       LANDER, S

       GLICKFELD, M

TRUST OF WINIFRED M WALSH

SPR-83771

CONT FROM 9/3/14

4TH ACCT & RPT, FEES

TENTATIVE RULING: The Court approves the fourth and final account and report of trustees and petition for instructions. 

21.  ADAMS, B

       FRONEBERGER, H

       JOHNSTON, R

       SINIGIANI, C

       WIGDAHL, L

EST OF MARY ELIZABETH DAVIS

SPR-83949

CONT FROM 9/17/14

PTN TO ESTAB OWNERSHIP TO PROPERTY

 

TENTATIVE RULING: An amended notice of hearing has been filed, showing a hearing date of December 12 at 8:30 a.m.

22.  DE MARTINI, J

       SPAULDING, G

TRUST OF NORMAN WILSON & ELEANORE WILSON

SPR-84872

CONT FROM 9/24/14

CALENDAR CONTROL, SETTLEMENT

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

23.  OBNINSKY, V

       HINDLEY, B 

       SIMON, P

EST OF PATRICIA WESTERBEKE

SPR-85260

PTN FOR INSTRUCS

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

24.  ADAMS, B

       HIRSCH, M

       O’NEILL, S

MTR OF JULIA KOZLOWSKI

SPR-85345

CONT FROM 8/20/14

3RD & FINAL ACCT

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

25.  NORTON, T, obo executor

       HESS, S, obo Michael Ferreira

       NOBLE, B, obo Vickey Snure

EST OF JOHN MOHAR

SPR-85403

CONT FROM 8/20/14

EST CLAIM OF OWNERSHIP, TRFR EST & ENJOIN RS

TENTATIVE RULING: Continued to December 3 at 8:30 a.m., for the parties and/or counsel to meet and confer.

26.  FRANCESCHINI, R, obo trustee

       SENNEFF, M, obo Louis Foppiano

       WARGO, R, obo Joseph Valera

       VALERA, S, SRL

       HESS, S, obo Joseph Valera

       WARREN, L

       CORYELL, B

LOUIS & DELLA FOPPIANO 1991 TRUST

SPR-85756

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

TENTATIVE RULING: The Court approves the petition for approval and settlement of first accounts for the surviving grantor’s trust, the GST trust, and the GST non-exempt trust for the period 4/1/13 through 5/15/14, and for authorization to sell real property of the trust.  The trustee shall submit a form of order.

27. GOLDBERG, S

      HESS, S

      FISHER, K

      BEAM, K

      KNUDSON, W T

TRUST OF ALVIN HANSEN

SPR-85803

CONT FROM 9/3/14

SETTLEMENT

TENTATIVE RULING:  Alice Guglielmetti’s petition to establish ownership interest in property held by estate is continued to December 10 at 8:30 a.m.

28.  WARGO, R

EST OF REID S BARKER

SPR-87048

SPOUSAL PROPERTY PETITION

TENTATIVE RULING: The petition is denied.  Probate Code §§ 13501(b), 13504       

29.  KETRON, B

EST OF GLENN R SWINDELL

SPR-87049

SPOUSAL PROPERTY PETITION

TENTATIVE RULING: Approved. 

30. BANTI, C

REVOCABLE TRUST OF McKINLEY

SPR-87051

PTN TO CONFIRM ASSETS IN TRUST

TENTATIVE RULING: Approved. 

31.  HANDRON, V

TRUST OF JARED DREYFUS

SPR-87054

PTN FOR MODIF OF TRUST TERMS & APPROVAL OF ACCT

TENTATIVE RULING: Approved. 

32.  ADAMS, B, obo trustee    

       PORTER, J, obo objector

       LOFTHUS, J, obo objector

       WOOSLEY, E, obo objector

TRUST OF JUNE M GRAHAM

SPR-87055

PTN FOR UNDUE INFLUENCE, ELDER ABUSE

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

33.  WEINROTH, D

FAMILY TRUST OF MAYER

SPR-87058

PETITION FOR ORDER CONFIRMING TRUST ASSETS

TENTATIVE RULING: Approved. 

34.  MACKAY, B

TRUST OF ZAIDA

SPR-87068

PTN TO MODIFY IRREV TRUST

TENTATIVE RULING: Approved. 

35.  SRL

PTN OF KETHER

SPR-86781

CONT FROM 9/3/14

CHANGE OF NAME

TENTATIVE RULING:  If proof of publication is filed prior to the hearing date, the petition is granted.  If not, the petition is dismissed.

36.  SRL

PTN OF ELIZABETH KAY KASS

SPR-87063

CHANGE OF NAME

TENTATIVE RULING: Approved. 

37.  SRL

PTN OF IAN DOYAL ANDERSON

SPR-87074

CHANGE OF NAME

TENTATIVE RULING: Approved.   

38.  GARDNER, L

       HUYSENTRUYT, K

CONS OF SEAN SILVA

SPR-74258

 

TENTATIVE RULING:  Approved.

39.  RONDON, B

GDN OF VERONICA MC GARVY

SPR-75140

4TH ACCT & RPT, FEES

TENTATIVE RULING: Approved. 

40.  ADAMS, B

       PASSALACQUA, R

CONS OF DIANE LAURIE-FARMER

SPR-83459

CONT FROM 10/1/14

2ND ACCT & RPT, FEES

TENTATIVE RULING:  Approved. 

41.  STENEBERG, J

SNT OF ANGELO LUGO-GARCIA

SPR-84354

2ND ACCT & RPT & AUTHO TO EXPEND TRUST ASSETS FOR PURCHASE OF R/P, FEES

TENTATIVE RULING: 

1.      The Trustee of the Special Needs Trust is authorized to expend an additional $15,000.00 of trust assets in order to purchase a residence suitable to the special needs of the beneficiary for up to $325,000.00.

2.      Appearances are required at 8:30 in Department 18 on all other issues.    

42.  INGERSOLL, K

       SO CO PD

       TASKER, C

TRUST OF DOLORES SANDERS

SPR-85000

1ST ACCT & RPT

TENTATIVE RULING:  Approved. 

43.  ASPELIN, J

CONS OF JOSEPH HENRY BOTTINO

SPR-87118

APPT OF C’TOR

TENTATIVE RULING:  Continued to November 5, 2014, at 8:30 a.m., for compliance with PrC§ 1824.

 

© 2014 Superior Court of Sonoma County