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

• Navigate to website: https://sonomacourt-org.zoomgov.com/j/1608254529 
• Meeting ID: 160 825 4529
• Password: 611386

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.

1. Estate of Rosa Lua
   SPR093151
   Case Management Conference

Tentative Ruling: NO APPEARANCES REQUIRED. Matter is CONTINUED to January 9, 2025, at 3:00 p.m. in Department 11 for status of case.

2. Conservatorship of Brian Arn Wims
   SPR094631
   Case Management Conference

Tentative Ruling: NO APPEARANCES REQUIRED. Matter has been set for hearing on 8/2/24 at 9:30 a.m. in Department 23 to allow time for Petitioner to address the matters listed in the Court Investigator’s report filed 6/20/24 in connection with the request to approve a wavier of account.  Accordingly, the case management conference hearing is DROPPED.

3. Conservatorship of Kenneth Robertson Dole
   SPR094824
   Case Management Conference

Tentative Ruling: NO APPEARANCES REQUIRED. Matter is CONTINUED to a Case Management Conference on September 26, 2024, at 3:00 p.m. in Department 23, for status of account and report.

4. Estate of Thomas Alan Barker
   SPR094976
   Case Management Conference

Tentative Ruling: NO APPEARANCES REQUIRED. Matter is CONTINUED to a Case Management Conference on January 9, 2025, at 3:00 p.m. in Department 11, for status of criminal proceedings and possible trial setting.

5. Estate of James W. Cowan
   SPR095436
   Case Management Conference

Tentative Ruling: NO APPEARANCES REQUIRED. Matter is CONTINUED to a Case Management Conference on October 17, 2024, at 3:00 p.m. in Department 23, for status of final account and distribution.

6. Conservatorship of Jane Mary Koetzner
   SPR095531
   Case Management Conference

Tentative Ruling: NO APPEARANCES REQUIRED. Matter is CONTINUED to a Case Management Conference on September 26, 2024, at 3:00 p.m. in Department 23, for status of the Second Account and Report.

7. Estate of Arnold Andrews Adams
   SPR096310
   Case Management Conference

Tentative Ruling: NO APPEARANCES REQUIRED. Matter is CONTINUED to a Case Management Conference on September 26, 2024, at 3:00 p.m. in Department 23, for status of final account and distribution.

8. Conservatorship of George Boghosian
   SPR096473
   Case Management Conference

Tentative Ruling: NO APPEARANCES REQUIRED. Matter is CONTINUED to a Case Management Conference on October 31, 2024, at 3:00 p.m. in Department 23, for status of distribution and final discharge.

9. Estate of Kenneth Elliott
   SPR096619
   Case Management Conference

Tentative Ruling: NO APPEARANCES REQUIRED. Matter is CONTINUED to a Case Management Conference on November 21, 2024, at 3:00 p.m. in Department 23, for status of distribution and final discharge.

10. Conservatorship of Peter Jon Shemonsky
    SPR096702
    Case Management Conference

Tentative Ruling: NO APPEARANCES REQUIRED. The accounting period of the approved First Account and Report is 6/13/22 through 9/30/23. The Court CONTINUES this matter to October 31, 2024, at 3:00 p.m. in Department 23, for status of the final accounting of the resigned conservators, and confirmation of transfer of the conservatorship to the successor conservator. 

11. Estate of Laura Jeanne Davis
    SPR096883
    Case Management Conference

Tentative Ruling: NO APPEARANCES REQUIRED. Matter is CONTINUED to a Case Management Conference on October 10, 2024, at 3:00 p.m. in Department 23, for status of final account and distribution.

12. Conservatorship of Charles Raymond Lamont
    SPR097389
    Case Management Conference

Tentative Ruling: NO APPEARANCES REQUIRED. Matter is DROPPED in light of the July 12, 2024, hearing on the Request for Waiver of Accounting.

13. Conservatorship of David Michael Dortch
    SPR097391
    Case Management Conference

Tentative Ruling: NO APPEARANCES REQUIRED. Matter is CONTINUED to a Case Management Conference on September 26, 2024, at 3:00 p.m. in Department 23, for status of the First Account and Report.

***End of Tentative Rulings***