Jan 25, 2015

TENTATIVE RULINGS

Probate Calendar

1/21/15 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. 

 

 

1.  WARGO, R

EST OF REID S BARKER

SPR-87403

PROBATE OF WILL

TENTATIVE RULING: Approved. 

2.  CODY, T

EST OF JOHN WINSLOW VERITY

SPR-87421

PROBATE OF WILL & ADMIN WWA

TENTATIVE RULING: Approved. 

3.  CARLSTROM, E

EST OF BRUCE VAN DYK

SPR-87227

CONT FROM 12/3/14

LTRS OF ADMIN

TENTATIVE RULING: Continued to February 25 at 8:30 a.m. for compliance with Probate Code §§ 8124 and 8481(a)(2).

4.  BERMAN, R

EST OF BETSY JANE ROSS

SPR-87396

LTRS OF ADMIN

TENTATIVE RULING: Approved. 

5.  BROWN, J

EST OF PETER JOHN MONTSON

SPR-86305

WAIVER OF ACCT & RPT & TO DETERMINE HEIRSHIP

TENTATIVE RULING: Approved. 

6.  O’DONNELL, D

EST OF AILEEN ELEANOR CAMPBELL

SPR-86379

FINAL DIST, ACCT & RPT, FEES

TENTATIVE RULING: Approved. 

7.  SIMI, R

EST OF VICTORIA LYNN MICKELSON

SPR-86474

WAIVER OF ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Continued to March 4 at 8:30 a.m., at request of counsel.

8.  DEMEO, J

     SINIGIANI, C

EST OF THOMAS JEFFREY HAUTH

SPR-86532

WAIVER OF ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

9.  DOYLE, F, obo Joseph Guntren

     DOYLE, J, obo Joseph Guntren

     ELLIOTT, M, obo C. Guntren-Dreyer 

     FISHER, K, obo Patricia Guntren

     HESS, S, obo Patricia Guntren

     LEDGERWOOD, H, obo J. Guntren

     MARAVIGLIA, D, obo administrator

     PASSALACQUA, T, obo admin.

     SHIRLEY, M, obo Joseph Guntren

EST OF MARK R GUNTREN

SPR-86542

PTN FOR REMOVAL & APPT OF SUCCESSOR ADMINISTRATOR

TENTATIVE RULING: Continued to February 11 at 8:30 a.m., by agreement of counsel.

10.  SRL

EST OF JOHN MICHAEL LACEY

SPR-86633

WAIVER OF ACCT & RPT

TENTATIVE RULING: Continued to February 25 at 8:30 a.m. for compliance with Probate Code § 8800(b) and for submission of a revised order.

11.  STERNFELD, J

EST OF FRANK CARL IMWINKELRIED

SPR-86758

ACCT & RPT, FINAL DIST, FEES

TENTATIVE RULING: Approved. 

12.  WEINROTH, D

TRUST OF ANTONIA COLLETT

SPR-81213

PTN OF SOLE BENE TO APPT SUCC TTEE

TENTATIVE RULING: Approved. 

13.  MARTIN, B

       PASSARINO, G

       PERRY, L

       WARREN, L

       WIGDAHL, L

TRUST OF MILDRED VAIL

SPR-84072

CONT FROM 12/3/14

2ND ACCT & RPT, INSTRUCS RE R/P

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

14.  HINDLEY, B

       OBNINSKY, V

       SIMON, P

EST OF PATRICIA WESTERBEKE

SPR-85260

PTN TO CONFIRM TRUST PROPERTY

TENTATIVE RULING: Continued to the trial call on January 23 at 8:30 a.m.

15.  NORTON, T, obo executor

       HESS, S, obo Michael Ferreira

       MACLEOD, J, obo Michael Ferreira

       NOBLE, B, obo Vickey Snure

       O’BRIEN, P, obo executor

EST OF JOHN MOHAR

SPR-85403

CONT FROM 12/3/14

PTN TO ESTAB CLAIM OF OWNERSHIP TO PROP & TRANSFER TO ESTATE

 

TENTATIVE RULING: Appearances are required at 8:30 a.m. on the Petition by Executrix to Establish Estate’s Claim of Ownership to Property, etc.

16.  CYPHERS, K

       WEAVER, J

       NEIBARON, G

       WELTY, M

TRUST OF EUGENE STEPHEN NEISINGH

SPR-86291

CONT FROM 12/10/14

PTN TO COMPEL TTEE TO ACCT

TENTATIVE RULING: A stipulation has been filed.  Counsel shall file a Request for Dismissal of the petition (Judicial Council Form CIV-110).

17.  REGLI, T

       REED, D

TRUST OF JOAN SKIDMORE

SPR-86494

CONT FROM 10/29/14

PTN TO APPROVE ACCT & RPT OF TTEE W/PTN FOR INSTRUCS RE DIST TO BENES AND TTEE & ATTY FEES

 

TENTATIVE RULING: Continued to May 13 at 8:30 a.m., by agreement of counsel.

18.  CARR, J

       GRAVES, B

       PIASTA, J

TRUST OF JUANITA LOUISE PONZO

SPR-86576

CONT FROM 12/3/14

STATUS REPORT

TENTATIVE RULING: Continued to June 18 at 8:30 a.m., by agreement of counsel.

19.  LEONI, C

       OLIKER, R

       SARTORI, D

TRUST OF FLAVIA & WALTER J CARLSEN

SPR-86632

CONT FROM 11/19/14

INSTRUCTIONS

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

20.  EPSTEIN, P

       GULLOTTA, E

TRUST OF WEST FAMILY

SPR-86854

CONT FROM 12/10/14

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

TENTATIVE RULING: Continued to February 11 at 8:30 a.m., by agreement of counsel.

21.  MAGUIRE, C

       SINIGIANI, C

       CRUMP, S

       FISHER, R J

       PASSARINO, G

       ANDREWS, C

GALLAGHER FAMILY LIVING TRUST

SPR-86988

PTN FOR APPROVAL OF SETTLEMENT AGREEMENT; PETITION FOR APPROVAL OF FIRST & FINAL ACCOUNT

TENTATIVE RULING: The Court grants the Petition for Approval of Settlement Agreement and the Stipulated Order Approving First and Final Account of Trustee Lisa Harder. 

22.  SINK, T

TRUST OF REGE FAMILY

SPR-87380

PETITION FOR ORDER CONFIRMING TITLE TO PROPERTY

TENTATIVE RULING: Approved. 

23.  PONDOLFINO, S

EST OF CHARLES F DANIELS

SPR-87384

SPOUSAL PROPERTY PETITION

TENTATIVE RULING: Approved. 

24.  SRL

EST OF JAN LYNN BREWER

SPR-87395

DETERMINE SUCCESSION TO R/P

TENTATIVE RULING: Approved.    

25.  NAUMAN, D

TRUST OF FRITZ T & AUDREY B BUSH

SPR-87406

PTN APPROV REVOC OF TRUST

TENTATIVE RULING: Approved. 

26.  HARDWICK, R

EST OF KEVIN J CAMPBELL

SPR-87415

DETERMINE SUCCESSION TO R/P

TENTATIVE RULING: Approved. 

27.  SRL

PTN OF KÁROLY LÁSZLO KAMONDI

SPR-87080

CONT FROM 12/3/14

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.

28.  McBEATH, C

PTN OF KARLIE SUNSHINE KENNEDY

SPR-87367

CHANGE OF NAME

TENTATIVE RULING: Approved. 

29.  BRANDT, S

       FERGUSON, D

       SO CO PD

       THIELE, D

LTD CONS OF JAMES BLASCHKA

SPR-65879

CONT FROM 1/7/15

3RD ACCT & RPT, FEES

TENTATIVE RULING:  Continued to February 11, 2015 for submission of Declaration or Declarations providing itemization of Attorney’s costs sought.  Please note, costs which are part of normal overhead will not be approved.

30.  ADAMS, B

       BURGER, G

       NORTON, T

       SANTA CLARA CO COUNSEL

CONS OF JONATHAN MUSSER

SPR-71123

CONT FROM 1/715

2ND ACCT & RPT, FEES

Continued to February 11, 2015 for submission of Declaration or Declarations providing itemization of Attorney’s costs sought.  Please note, costs which are part of normal overhead will not be approved.

31.  WEINROTH, D

GDN OF ASHLEY LYNN CUCCARO

SPR-83152

WAIVER OF ACCT & RPT, FEES, TERMIN OF GDN

TENTATIVE RULING:  Continued to March 4, 2015 at 8:30 a.m. in Department 18.  On or before February 13, 2015 counsel for the guardian is directed to file a verified declaration explaining the entries in the time diary submitted as part of the current request for attorney fees in the Final Report of Guardian of the Estate on Waiver of Account for all services billed between June 3, 2012 and April 23, 2103 to prepare and/or reconcile 2nd accounting.  The court needs sufficient information to assess the reasonableness of these billings for the services provided.

 

Petitioner shall file a declaration verifying the assets on hand at Morgan Stanley on October 29, 2014 that was omitted from the petition at page 3, line 6.  Copies of the verified declarations shall also be served on the Office of the Court Investigator. 

32.  TASKER. C, obo conservator

       WIGDAHL, L, obo trustee

       ROSEN, E, obo Carol Kaufman

 

TRUST OF J WEAVER GADDINI

SPR-83223

CONT FROM 7/16/14

PETITION TO REFORM TRUST TO INCREASE MONTHLY ALLOWANCE

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

33.  DE LA FOREST, C

       RONDON, B

       SO CO PD

CONS OF RUTH BELMONT

SPR-84949

ACCT & RPT, TERM OF C’SHIP, FEES

TENTATIVE RULING:  Approved. 

34.  LEIGH, M

MTR OF M.D. A DISABLED MINOR

SPR-85920

1ST ACCT & RPT, FEES

TENTATIVE RULING: The first and final account is allowed, settled and approved.  The resignation of trustee, Shelly Ocana, is accepted and her surety discharged.  The Court appoints Jeannie Delgado and Manuel Delgado as successor co-trustees of the Michael A. Delgado Special Needs Trust.  Bond is set at $32,000.00.

35.  SMITH, K

GDN OF RILEY REGULAR

SPR-87377

APPT OF GDN(E)

TENTATIVE RULING:  Continued to February 25, 2015 at 8:30 a.m. in Department 18 for notice to the minor’s mother pursuant to PrC§1511.  Further, the Court directs petitioner to Local Rule 6.4 E.2.b. and c. regarding the special powers requested pursuant to PrC§§ 2590 and 2591 and to Local Rule 6.6 C. regarding bond.  

 

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