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 12 “Zoom” Online

Navigate to website: https://sonomacourt-org.zoomgov.com/j/1603772262
Enter Meeting ID: 160 377 2262
And Password: 419097

To Join Department 12 “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 12:

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

August 13, 2026, at 3:30 p.m.

Limited Conservatorship of Mackenzie Welling
24PR00619
Appointment of Successor Co-Conservator

Tentative Ruling: NO APPEARANCES REQUIRED. The petition to add Rachelle Alexander, to serve alongside Kimberly Young, as limited co-conservators of the person, with the powers pursuant to Probate Code [PrC] §2351.5(b)(1)-(7), is APPROVED.

The request for medical powers under PrC § 2355 is denied as the Court granted powers under PrC § 2351.5(b)(5).

The Order has been revised to conform to the Court’s ruling.

The matter is SET on Thursday, August 19, 2027, at 3:30 p.m. in Department 63, for the annual review and report of the court investigator.

Limited Conservatorship of Christopher Ortiz Chavez
25PR01523
Review

Tentative Ruling: NO APPEARANCES REQUIRED. The matter is CONTINUED to Thursday, October 8, 2026, at 3:30 p.m. in Department 63, to allow more time for the limited co-conservators to comply with filing the following document:

(1) 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 30^th day following the filing date of the Order Appointing Conservator.

Form GC-341 must be served on all required parties, including the Sonoma County Public Defender. The original GC-341 form, with completed Proof of Mailing, shall be filed with the Court.

(2) Probate Code § 2352.5: Confidential Conservatorship Care Plan – Part 1 (Judicial Council Form GC-355), Items 1-4 only, shall be filed with the court within 120 days of the date of the Court’s Order Appointing Conservator.

The limited co-conservators may wish to contact the Family Law Facilitator’s Office for assistance.

If the limited co-conservators comply with the above requirements, no appearances shall be required, and a date for the annual review and report of the court investigator shall be set on the limited conservatorship calendar one year after the appointment of co-conservator.

Limited Conservatorship of Max Benjamin Keach
26PR00530
Appointment of Limited Conservator

Tentative Ruling: NO APPEARANCES REQUIRED. The petition for appointment of Michele I. Keach and Olivia N. Keach, as limited co-conservators of the person is APPROVED, with the powers pursuant to Probate Code [PrC] § 2351.5(b)(1)-(7). The joint limited conservators must concur to exercise a power pursuant to PrC § 2105(c)(1). For convenience only, Michele I. Keach shall be the primary contact.

The request for medical powers pursuant to PrC §2355 is denied as the Court approved medical powers pursuant to PrC §2351.5(b)(5).

The Petitioners are direct to submit a revised Order that conforms to the Court’s ruling.

The matter is SET on Thursday, December 17, 2026, at 3:30 p.m., in Department 12, for review of compliance with the Probate Code section(s) listed below

Form GC-341 must be served on all required parties, including the Sonoma County Public Defender. The original GC-341 form, with completed Proof of Mailing, shall be filed with the Court.

(3) Letters of Limited Conservatorship must be submitted.

Limited Conservatorship of Steven Bartley
SPR84336
Account & Report

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

The Seventh Account and Report of the limited co-conservators is APPROVED.

“Trustee fees” to Exchange Bank, are approved as prayed.

Bond is increased to $388,000.00.

The limited co-conservators are directed to pay the court investigator assessment of $600.00, within 30 days, payable to the Sonoma County Superior Court. Please include the case number and name of the conservatorship and send payment to the Probate Clerk’s office.

The matter is SET on Thursday, June 15, 2028, at 3:30 p.m. in Department 63, for status of the Eighth Account and Report of the limited conservators.

Limited Conservatorship of Jeffrey Dean Sanford
SPR88971
Change of Venue

Tentative Ruling: NO APPEARANCES REQUIRED. The matter is CONTINUED to Thursday, November 12, 2026, at 3:30 p.m. in Department 63, to allow time for the conservator to file an amended Petition for Transfer of the Limited Conservatorship of the Person and Estate, to Solano County Superior Court. Alternately, the conservator may request to appear for the purpose of requesting that the conservatorship of the estate be terminated if it is no longer needed. In that case, absent objection, the Court would be inclined to terminate the conservatorship of the estate forthwith in light of the waiver of accountings ordered in Solano County and to grant the petition for transfer.

Limited Conservatorship of Kai Le Hanson
SPR094545
Review

Tentative Ruling: NO APPEARANCES REQUIRED. The matter is CONTINUED to Thursday, September 10, 2026, at 3:30 p.m. in Department 63, for the report of the court investigator.

Limited Conservatorship of Zachary Crossler
SPR097580
Review

Tentative Ruling: NO APPEARANCES REQUIRED. The matter is DROPPED in light of the hearing set on August 27, 2026, at 3:30 p.m. in Department 63, for status of account.

If an account or Request and Order for Waiver of Accounting is filed at least seven days prior to the next hearing, the matter will be set for the biennial review and report of the court investigator.

Limited Conservatorship of Alexis Brown
SPR097662
Review

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

The matter is SET on July 27, 2028, at 3:30 p.m. in Department 63, for the biennial review and report of the court investigator.

Limited Conservatorship of Giselle Rios Rocha
26PR00499
Appointment of Limited Conservator

Tentative Ruling: NO APPEARANCES REQUIRED. The matter is CONTINUED to Thursday, September 10, 2026, at 3:30 p.m. in Department 63, for receipt of the regional center report.

***End of Tentative Rulings***