Dec 08, 2022
Tentative Rulings Probate Calendar – CONSERVATORSHIPS
Friday, December 9, 2022, at 9:30 a.m 
Honorable Lawrence E. Ornell - Courtroom 23 
Civil and Family Law Courthouse
3055 Cleveland Avenue,
Santa Rosa, California 95403

If the tentative ruling does not require appearances, and is accepted, no appearance is necessary. 

Any party who wishes to be heard in response or opposition to the Court’s tentative ruling MUST NOTIFY the Court’s Judicial Assistant by telephone at (707) 521-6893 and MUST NOTIFY all other parties of the intent to appear, and whether they will appear in person or by Zoom.  Both notifications must be completed no later than 4:00 p.m. on the court (business) day immediately before the day of the hearing.

Unless notification of an appearance has been given as provided above, the tentative ruling shall become the ruling of the court the day of the hearing at the beginning of the calendar, absent an objection from an interested party per Probate Code section 1043.    

To Access the Probate Examiner Notes:
·         Navigate to the Home page of the Sonoma Superior Court website:
·         Choose Court Case Portal
·         Choose “Click here to access the Portal”
·         Accept the Terms
·         Choose Smart Search, insert your case number, and follow all instructions.
To Join Department 23 “Zoom” Online

Navigate to website:
Enter Meeting ID: 854-4114-2253
And Password: 611386
To Join Department 23 “Zoom” By Phone:

Call: +1 669 900 6833 US (San Jose)
Enter Meeting ID: 854-4114-2253
And Password: 611386
Guide for Participating in Court Proceedings via Zoom for Dept 23:
-After joining the meeting and checking in with the clerk, please mute your audio when not speaking. This helps keep background noise to a minimum.
-Be mindful of background noise when your microphone is not muted. Avoid activities that could create additional noise, such as shuffling papers.
-Position your camera properly if you choose to use a web camera. Be sure it is in a stable position and focused at eye level, if possible. Make sure everything visible in the frame is appropriate for an appearance in court.
-If a confidential session becomes necessary it is incumbent on you to ensure you are able to participate from a private location so that unauthorized people cannot overhear or see the proceedings.
-Chat is enabled for the sharing of documents among participants and the court and to allow attorneys to communicate individually with each other or their clients only. No chat messages should be sent privately to the court as it would amount to an unauthorized ex parte communication. Neither should chat messages be sent to all participants unless directed by the court.
-The recording function has been disabled. Remember, the prohibition against recording court proceedings, even remote ones, remains.
-Be patient. Check in will take more time and the experience from those who have tried this before is that proceedings are a little slower generally.
TENTATIVE RULING:   The third account and report is approved. Conservator fees are approved in the amount requested. Attorney fees and costs are approved in the amounts requested. Bond is reduced to $298,000.00.
The matter is set for review on Thursday, October 3, 2024, at 3:00 p.m., in Department 23 for status of accounting. If the fourth account and report has been filed, no appearance shall be required.
TENTATIVE RULING: Erin Purtell Davenport and Matthew Purtell are appointed co-conservatorss  of the person of Shannon Purtell with medical authority pursuant to PrC§ 2355.
The matter is set on Thursday March 16, 2023, at 3:00 p.m. in Department 23 for review of compliance with the Probate Code sections listed below:
-Probate Code § 1830 Notice of Conservatee’s Rights (Judicial Council Form GC-341) and a copy of the Order Appointing Conservator shall be mailed on or before the 30th day following the filing date of the Order Appointing Conservator.
-Probate Code § 2352.5 Determination of Conservatee’s Appropriate Level of Care (Judicial Council Form GC-355) shall be filed with the court within 60 days of the date of the court’s order appointing conservator.
If the co-conservators comply with all requirements above, no appearance shall be required, and a date for the annual review and report of the court investigator shall be set on the probate calendar for one year after the establishment of the conservatorship.
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