Dec 08, 2022
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TENTATIVE RULINGS – ESTATES/OTHER PROBATE
Friday, December 9, 2022, at 9:30 a.m. 
 
Honorable Lawrence E. Ornell - Courtroom 23
 
 
3055 Cleveland Avenue
Santa Rosa, CA 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: www.sonoma.courts.ca.gov.
·         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: https://us02web.zoom.us/j/83856098726?pwd=WEI3K1BPRCswSk0ZYSs4VUw1OU5ydz09
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.
 
***
 
ESTATES/OTHER PROBATE
 
1. 
 
ESTATE OF LINDA BISHOP
SPR-87362
 
WAIVER OF ACCT & REPORT
TENTATIVE RULING: APPROVED. NO APPEARANCES REQUIRED
                                                                                
2.
ESTATE OF
ROBERT THOMPSON
SPR-093941
 
WAIVER OF ACCT & REPORT
TENTATIVE RULING: APPROVED. NO APPEARANCES REQUIRED.
 
3.       
ESTATE OF SUSAN ELIZABETH GORANSON
SPR-095311
 
WAIVER OF ACCT & REPORT
TENTATIVE RULING: NO APPEARANCES REQUIRED. This matter is CONTINUED to
January 13, 2023, at 9:30 a.m. in Department 23. Please refer to the Probate Examiner Notes posted in the case file.
 
4. 
ESTATE OF
JAMIE ALLEN FRANCISCUS
SPR-095611
 
WAIVER OF ACCT & REPORT
TENTATIVE RULING: APPROVED. NO APPEARANCES REQUIRED. Any future Case Management Conference dates are dropped from calendar.
 
5. 
ESTATE OF
LYNN HOPE TAYLOR
SPR-095707
 
ACCOUNT & REPORT
TENTATIVE RULING: APPROVED. NO APPEARANCES REQUIRED. Any future Case Management Conference dates are dropped from calendar.
 
6. 
ESTATE OF
CAROL ANN STEWART
SPR-095928
 
WAIVER OF ACCT & REPORT
TENTATIVE RULING: APPROVED. NO APPEARANCES REQUIRED. Statutory fees are miscalculated as $13,490; Correct amount is $13,090. Proposed order has been modified to reflect this change. Any future Case Management Conference dates are dropped from calendar.
 
7. 
ESTATE OF
ALAN HOWARD MATTERI
SPR-095929
 
WAIVER OF ACCT & REPORT
TENTATIVE RULING: APPROVED. NO APPEARANCES REQUIRED. Any future Case Management Conference dates are dropped from calendar.
 
8. 
ESTATE OF
MICHAEL LYNN DAVIES
SPR-096211
 
WAIVER OF ACCT & REPORT
TENTATIVE RULING: APPROVED. NO APPEARANCES REQUIRED. Any future Case Management Conference dates are dropped from calendar.
 
9. 
ESTATE OF
ELIZABETH ANNE RUTKOWSKI
SPR-096443
 
ACCOUNT & REPORT
TENTATIVE RULING: Appearance required. The file does not contain proof of notice to the VCCB and FTB or an explanation why this is not required.
 
10. 
ESTATE OF
DEBORAH NAN RAYNAUD
SPR-096455
 
WAIVER OF ACCT & REPORT
TENTATIVE RULING: APPROVED. NO APPEARANCES REQUIRED. Any future Case Management Conference dates are dropped from calendar.
 
11. 
ESTATE OF
JULIE ANN JACOBS
SPR-096511
 
WAIVER OF ACCT & REPORT
TENTATIVE RULING: APPROVED. NO APPEARANCES REQUIRED. Any future Case Management Conference dates are dropped from calendar.
 
12.
ESTATE OF HELEN PRIELIPP
SPR-097087
 
PROBATE OF WILL
TENTATIVE RULING: This matter is CONTINUED to January 13, 2023, at 9:30 a.m. in Department 23. As competing Petitions have been filed, pursuant to local rule 6.2 (G)(2), the parties are directed to meet and confer and make a reasonable and good faith attempt to informally resolve the controversy at a face-to-face conference (which is deemed to include video platforms such as Zoom), if possible, otherwise by telephone conference.If the matter has not resolved, the parties shall each file statements of issues no later than seven (7) court days before the continued hearing date. Local Rule 6.2 G.3.
 
 
13.
ESTATE OF
GERARD MICHAEL O’BRIEN
SPR-097091
 
PROBATE OF WILL ADMIN WWA
TENTATIVE RULING: APPROVED. NO APPEARANCES REQUIRED. No bond is required as all beneficiaries have waived bond.   Petitioner is to file an Inventory and Appraisal within four months of issuance of letters (Prob. Code section 8800(b)) and either a petition for an order for final distribution of the estate or a report of status of administration within the timeframe set out in Probate Code section 12200.
 
The matter is set on the March 28, 2024, probate case management conference calendar at
3:00 p.m. in Department 23 for status of estate or final account and distribution. No appearances at the hearing will be required if the court determines that administration of the estate is timely proceeding, or good cause is shown why more time is required.
 
14.
ESTATE OF
SUSAN DIANE HAMRICK
SPR-097098
 
LETTERS OF ADMIN
TENTATIVE RULING: APPROVED. NO APPEARANCES REQUIRED.  Bond is to posted in the amount of $380,000.   Bond to be waived should the other heirs consent.   No POS was filed.
 
Petitioner is to file an Inventory and Appraisal within four months of issuance of letters (Prob. Code section 8800(b)) and either a petition for an order for final distribution of the estate or a report of status of administration within the timeframe set out in Probate Code section 12200.
 
The matter is set on the March 28, 2024, probate case management conference calendar at
3:00 p.m. in Department 23 for status of estate or final account and distribution. No appearances at the hearing will be required if the court determines that administration of the estate is timely proceeding, or good cause is shown why more time is required.
 
15.
ESTATE OF
PAUL THOMAS REYNOLDS
SPR-097099
 
PROBATE OF WILL
TENTATIVE RULING: APPROVED. NO APPEARANCES REQUIRED. No bond is required as the will waives bond.   Petitioner is to file an Inventory and Appraisal within four months of issuance of letters (Prob. Code section 8800(b)) and either a petition for an order for final distribution of the estate or a report of status of administration within the timeframe set out in Probate Code section 12200.
 
The matter is set on the March 28, 2024, probate case management conference calendar at
3:00 p.m. in Department 23 for status of estate or final account and distribution. No appearances at the hearing will be required if the court determines that administration of the estate is timely proceeding, or good cause is shown why more time is required.
 
16.
ESTATE OF
JOHN ROBERT LOWE
SPR-097102
 
PROBATE OF WILL
TENTATIVE RULING: APPROVED. NO APPEARANCES REQUIRED.   Bond is required in the amount of $35,000.
 
Petitioner is to file an Inventory and Appraisal within four months of issuance of letters (Prob. Code section 8800(b)) and either a petition for an order for final distribution of the estate or a report of status of administration within the timeframe set out in Probate Code section 12200.
 
The matter is set on the March 28, 2024, probate case management conference calendar at
3:00 p.m. in Department 23 for status of estate or final account and distribution. No appearances at the hearing will be required if the court determines that administration of the estate is timely proceeding, or good cause is shown why more time is required.
 
17.
ESTATE OF
RICHARD ALLEN BISHOP
SPR-097111
 
LETTERS OF ADMIN
TENTATIVE RULING: APPEARANCE REQUIRED.  Venue/transfer to be discussed.   Richard Bishop died in Kern County. Judith Bishop along with both of her children live in Kern County. Even the attorney is from Kern County. Which begs the question why Sonoma County, was Richard Bishop domiciled here PC7051 even though decedent’s residence at time of death was Kern County? How could publication in the Healdsburg Tribune have the best chance of providing notice?   
 
18.
MATTER OF BRUCE ZINZAN MONTGOMERIE
SPR-097181
 
ESTABLISH FACT OF DEATH
TENTATIVE RULING: No appearance required.   Granted.
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