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Probate Case Management Conference Calendar

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. You must inform the clerk concerning your appearance choice: Zoom or in person. 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 3:15 p.m. on the day of the hearing.  

To Join Department 23 "Zoom" Online

To Join Proceedings via Zoom by Phone

Call 1-669-254-5252 (San Jose) and enter same meeting ID and password as listed above.

Guide for participating in court proceedings via Zoom for Department 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 Rulings

June 20, 2024 at 3:00 p.m. 

**AMENDED to add a tentative ruling for Casey v. Casey-Nielson originally omitted inadvertently from the initial posting**
 

  1. Conservatorship of Robert Alviso
    23PR00408
    Case Management Conference

Tentative Ruling: NO APPEARANCES REQUIRED. The required documents have been received and reviewed.  This matter is CONTINUED to the Case Management Conference calendar on April 3, 2025, at 3:00 p.m. in Department 11 for status of accounting or waiver of account.

 

  1. Estate of Christopher Marlin Noble
    SPR80622
    Case Management Conference

Tentative Ruling: This matter was continued from March 21, 2024, for status of estate or final account and distribution.  Since that date there have been no new filings, and no status update on the estate administration.  This matter is CONTINUED to August 8, 2024, at 3:00 p.m. in Department 23.  At that time, if a petition for final distribution and account (or on waiver of account), or a status update, has not been filed at least seven days before the hearing an order to show cause re: sanctions and/or removal of the personal representative will issue.  

 

  1. Matter of Morton H. Gothelf Trust
    SPR093253
    Case Management Conference

Tentative Ruling: No update from any party having been received, the Court presumes the trust litigation in Marin County remains unresolved.  The matter is CONTINUED to September 19, 2024, at 3:00 p.m. in Department 23.  The parties shall file statements of issues (or a joint statement) on the status of the case at least seven days before the next hearing date.

 

  1. Estate of Alice S. Halloran
    SPR094884
    Case Management Conference

Tentative Ruling: This matter was continued from March 21, 2024, for status of estate or final account and distribution.  Since that date there have been no new filings, and no status update on the estate administration.  This matter is CONTINUED to August 8, 2024, at 3:00 p.m. in Department 23.  At that time, if a petition for final distribution and account (or on waiver of account), or a status update, has not been filed at least seven days before the hearing an order to show cause re: sanctions and/or removal of the personal representative will issue.  

 

  1. Conservatorship of Jan P. Young
    SPR095641
    Case Management Conference

Tentative Ruling: This matter was continued from April 26, 2024, when the conservator was suspended by the Court and ordered, within 15 days, to hand over to the Personal Representative of the Conservatee’s estate in SPR096894, or her counsel, property, etc. This hearing was set to confirm receipt by the estate.  At the request of the Personal Representative, the estate case has now been continued to August 29, 2024.  The Court presumes more time is needed by the Personal Representative and this hearing is also CONTINUED to August 29, 2024, at 3:00 p.m. in Department 23 for status of compliance by the conservator with the Court’s April 26, 2024, order.  The Conservator remains suspended.

 

 

  1. Estate of Patricia Ann Elder aka Talleur
    SPR095768
    Case Management Conference

Tentative Ruling: This matter was continued from March 14, 2024, for status of estate or final account and distribution.  Since that date there have been no new filings, and no status update on the estate administration.  This matter is CONTINUED to August 8, 2024, at 3:00 p.m. in Department 23.  At that time, if a petition for final distribution and account (or on waiver of account), or a status update, has not been filed at least seven days before the hearing an order to show cause re: sanctions and/or removal of the personal representative will issue.  

 

  1. Estate of Mitchell Luksich
    SPR096039
    Case Management Conference

Tentative Ruling: This matter was continued from March 21, 2024, for status of estate or final account and distribution.  Since that date there have been no new filings, and no status update on the estate administration.  This matter is CONTINUED to August 8, 2024, at 3:00 p.m. in Department 23.  At that time, if a petition for final distribution and account (or on waiver of account), or a status update, has not been filed at least seven days before the hearing an order to show cause re: sanctions and/or removal of the personal representative will issue.  

 

  1. Conservatorship of Joshua Ostrand
    SPR096379
    Case Management Conference

Tentative Ruling: NO APPEARANCES REQUIRED. Matter is DROPPED in light of the July 19, 2024, hearing on Account and Report.

 

  1. Estate of Mitra Khazal
    SPR096833
    Case Management Conference

Tentative Ruling: NO APPEARANCES REQUIRED. This matter is CONTINUED to a Case Management Conference on August 22, 2024, at 3:00 p.m. in Department 23 for status of Inventory and Appraisal as well as Final Account and Distribution.

 

  1. Estate of Yvonne Joan Bain
    SPR097124
    Case Management Conference

Tentative Ruling:  The related case of the Estate of Terry Bain (SPR096859) is presently calendared for July 18, 2024.  The hearing in this case, on the OSC as well as status of administration, is CONTINUED to July 18, 2024, at 3:00 p.m. in Department 23.  The Court reserves on the issue of the imposition of sanctions, depending on the status of estate administration at that time.  The Court does at this time impose sanctions of $150 on counsel only, and not on the personal representative, for failing to appear.  Sanctions are payable by counsel within 30 days.

 

  1. Estate of Christina Marie Sweeney
    SPR097183
    Case Management Conference

Tentative Ruling: APPEARANCE REQUIRED of executor Kristin Sweeney to update the Court on the status of filing of an Inventory and Appraisal as well as a Final Account and Distribution.  If no appearance is made, the Court may issue an Order to Show Cause to the executor why monetary sanctions should not be imposed on her and/or why she should not be removed as executor.

 

  12. Casey v Casey-Nielson
           SCV-268792
           Case Management Conference

Tentative Ruling: APPEARANCE REQUIRED for setting of hearing.

 

***End of Tentative Rulings***

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