Limited Conservatorship Calendar

If the tentative ruling is accepted, no appearance is necessary unless otherwise indicated.  You must notify the Judicial Assistant 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 1:45 p.m. on the day of the hearing. 

To Join Department 63 “Zoom” Online

To Join Department 63 “Zoom” By Phone:

  • Call: +1 669 254 5252 US (San Jose) and enter same meeting ID and password as listed above.

Guide for Participating in Court Proceedings via Zoom for Dept 63:

  • 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 Rulings

September 3, 2026, at 3:30 p.m.

  1. Limited Conservatorship of Daniel Lopez
    25PR00895
    Review

Tentative Ruling: NO APPEARANCES REQUIRED. The required forms have been received and reviewed and are satisfactory.

The matter is SET on Thursday, January 14, 2027, at 3:30 p.m. in Department 63, for the annual review and report of the court investigator.

 

  1. Limited Conservatorship of Kathy Lopez Bermudez
    25PR00901
    Review

Tentative Ruling: NO APPEARANCES REQUIRED. The required forms have been received and reviewed and are satisfactory.

The matter is SET on Thursday, January 14, 2027, at 3:30 p.m. in Department 63, for the annual review and report of the court investigator.

 

  1. Limited Conservatorship of Pavan Singh Grace
    25PR01034
    Review

Tentative Ruling: NO APPEARANCES REQUIRED. The required forms have been received and reviewed and are satisfactory.

The matter is SET on Thursday, March 4, 2027, at 3:30 p.m. in Department 63, for the annual review and report of the court investigator.

 

  1. Limited Conservatorship of Joy Angela Gibson
    SPR86800
    Request for Waiver of Account

Tentative Ruling: NO APPEARANCES REQUIRED. The limited conservatorship shall continue without modification.

The request to waive an accounting for the period of June 30, 2024 through June 29, 2026 is APPROVED.

The matter is SET on Thursday, August 19, 2028, at 3:30 p.m. in Department 63 for status of account, or request and order for waiver of accounting.

 

  1. Limited Conservatorship of Michael William Ouellette
    SPR092819
    Review

Tentative Ruling: NO APPEARANCES REQUIRED. The required forms have been received and reviewed and are satisfactory.

The matter is SET on Thursday, April 8, 2027, at 3:30 p.m. in Department 63, for the annual review and report of the court investigator.

 

  1. Limited Conservatorship of Madison Garnet Sheridan
    26PR00805
    Appointment of Limited Conservator

Tentative Ruling: NO APPEARANCES REQUIRED. The matter is CONTINUED to Thursday, October 1, 2026, at 3:30 p.m. in Department 63, to allow additional time for the petitioners to file a completed Confidential Capacity Assessment and Declaration.

 

  1. Limited Conservatorship of Ryan Harrell
    SPR090238
    Review
    Appointment as Limited Co-Conservator

Tentative Ruling: NO APPEARANCES REQUIRED. This matter is CONTINUED to Thursday, November 5, 2026, at 3:30 p.m. in Department 63. As objections have been filed, pursuant to Local Rule 6.2 (F)(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 been resolved, the parties shall each file statements of issues no later than seven (7) court days before the continued hearing date pursuant to Local Rule 6.2 (F)(3).  As part of their meet and confer efforts the parties are directed to discuss the effect of Probate Code section 2105(c)(1), which requires: “Where there are two … conservators, both must concur to exercise a power.”  If the Court were to appoint joint conservators, sometimes colloquially referred to as “co’” conservators, who are in adversarial positions with each other, how do the parties propose the conservatorship will function to benefit and protect the interests of the conservatee?  Would the Court risk creating a situation where the conservatee was without the benefit intended by the establishment of a conservatorship?  How would that be in the best interests of the conservatee?  The parties are also directed to discuss the legal standard required and the burden of proof at any evidentiary hearing, and on which party the burden of proof falls.  Both matters should be addressed in the statements of issues filed prior to the next hearing.

As to the request to review the conservatorship, the Court notes the Office of the Court Investigator has initiated a review and that is also continued to the future hearing date.

 

***End of Tentative Ruling***