Probate Notes
Probate Examiner and Probate Notes
Questions regarding fees, forms or status of orders should be directed to the Probate Unit of The Superior Court of California, County of Stanislaus Clerk's Office at 209-530-3100 (option 7/option 4) between the hours of 8:15 a.m. - 3:00 p.m., Monday - Friday.
Probate Examiners, Anne Holsinger and Michelle Warren, may be reached at Probate.Examiner@stanct.org . Telephone calls can be directed to the Probate Unit as set forth above. Emails must have the case identification information and hearing time/date in the subject line. No attachments will be opened. The Probate Examiner can only respond to inquiries regarding the meaning of comments in the notes. Please do not email to notify that documents have been filed, to request a confirmation whether documents have been received, or to request the clearing of notes. No legal or procedural advice may be given by the Probate Examiner in response to your email.
- It is the goal of the Probate Examiner to have Probate Notes posted five (5) calendar days prior to the hearing.
- Defects described in the Probate Notes must be corrected prior to approval of the moving papers.
- If you are filing documents to cure technical defects, they should be filed NO LATER THAN FIVE COURT DAYS before the hearing. Later-filed documents might not be reviewed prior to the hearing and could result in a continuance of your case.
Probate Notes will be updated as needed when late-filed documents are reviewed. Please note: Late-filed documents that do not contain the hearing date in the caption require more time and effort to be matched to the files. This may result in an otherwise avoidable continuance.
Please Note: "Appearance not required (by VCourt if preferred)."
This language indicates that no one is required to appear at the hearing. Probate hearings are open to the public, however, and anyone who wishes to observe a proceeding may do so. Appearances in most cases may be made in person or remotely, by telephone, using VCourt. For more information on how to appear by VCourt, please see the section "Remote Telephonic Hearings" on the home page of this website.
Public Notices
POSTED JANUARY 6, 2026
Local Rules of Superior Court of California, County of Stanislaus, revisions effective January 1, 2026, are now available for download.
UPDATED SEPTEMBER 18, 2025; POSTED MARCH 5, 2025
Inventory and Appraisals: An Inventory and Appraisal must be filed in all decedent's estates, conservatorship, and guardianship matters by a date certain pursuant to statute. If the estate has no assets at all as of the date of the appraisal (e.g., the date of decedent's death, or the date of appointment), an Inventory and Appraisal is still required and failure to file the form even when the estate has no value will very likely result in a required court appearance. For more information, those interested are invited to review the California Probate Referee Guide published by the California Probate Referee's Association, which is available for download online.
If more time is needed to marshal the assets, please see California Probate Code section 8800(b) and (c). Failure to file the Inventory and Appraisal by the statutory deadline, or obtain an extension of time, may result in penalties.
If the Inventory and Appraisal has been submitted to the probate referee but not filed prior to the Inventory Review date, the Personal Representative, or their retained counsel, may file a declaration attesting to these facts and provide an anticipated timeframe for filing. The Court may, in its discretion, continue the Inventory Review hearing without required appearances.
POSTED JULY 15, 2025
Probate customers may view the documents in the court's files online by accessing the Case Search Portal on the court's website. Access to view confidential documents remains restricted.
POSTED DECEMBER 16, 2024
Please visit the new Probate Examiner's Corner section of the Probate Division webpage where you will find news, reminders, and guides!
POSTED SEPTEMBER 29, 2022, UPDATED 12/02/22
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Please help expand the list of qualified counsel willing to accept appointment in Probate matters, as either court-appointed counsel in Conservatorships pursuant to PrC§1471, Guardians ad litem, successor personal representatives in decedents' estates, and successor trustees.
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For appointment as counsel in a Conservatorship, please see the list of qualifications and requirements found in California Rule of Court 7.1103 and 7.1105.
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Review forms PR004, PR005, and GC-010 available for download on the Common Forms & Packets page here: https://www.stanislaus.courts.ca.gov/forms-filing/common-forms-packets for more information. Remit your completed forms to the Superior Court.
Probate Notes
THURSDAY, AUGUST 06, 2026
Department 22
8:30 a.m.
PR-22-001276 ESTATE OF GEORGIANNA MOSS
Inventory Review Hearing continued from 08/20/25, 12/10/25 03/24/26:
Letters issued 01/02/25. Inventory and Appraisal due 04/02/25.
Final Inventory and Appraisal is on file.
Prior notes:
• Appraisal totals were omitted on page 1.
• I&A was not signed by both co-special administrators pursuant to PrC §8852(b).
• The I&A lists an IRA account. Did this account designate a pay on death beneficiary? Please explain.
Corrected Inventory and Appraisal not on file.
On 03/24/26, the court directed status report to be filed before next hearing.
Counsel S. Marcus Klamm’s Declaration (file marked 08/05/26) on file. Court to consider late filed declaration by Counsel Klamm.
This matter will be continued to 08/11/26 on the court’s own motion to coincide with related matter.
Appearances not required (by VCourt if preferred)
PR-25-000725 MATTER OF MOSS 2001 REVOCABLE TRUST
2. Hearing on Demurrer:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…
1. Hearing on Petition for an Order to Recover Real Property Belonging to the Trust and Request for Double Damages and Attorney’s Fees continued from 11/20/25, 03/24/26:
Notice deemed complete on 03/24/26.
Objection filed – 05/12/26, by Aaron Moss, Trustee (proof of service attached).
Joinder to Objection filed – 05/12/26, by Aaron Moss, as an individual.
• Joinder was not verified; no proof of service was attached or filed separately.
Matter will be continued to 08/11/26, to coincide with hearing already set.
Appearance not required (by VCourt if preferred).
PR-24-000169 ESTATE OF EMMA AGNEW
Account Review Hearing continued from 03/26/26:
Account Review Hearing will not be continued further.
Hearing on First Amended First and Final Report of Administrator and Petition for Statutory Fees and Costs and for Final Distribution continued from 06/24/26:
Nothing filed since previous hearing. Prior Notes remain:
• Line 26 on page 1: The date of death does not agree with the Order for Probate file-marked 12/05/24. If the Report and Petition is incorrect, please see CRC rules 7.3 and 7.53; if the Order for Probate was incorrect, the Administrator must file ex parte for an amended Order for Probate. See Probate Code section 8006(b).
• The 90-day limitations period recently elapsed for the creditor to file suit on the rejected claim (PrC§§9250, 9353). Please supplement the petition as to the disposition of that claim purs. to PrC§10900b)(3). See also CRC rules 7.3 and 7.53.
• The proposed distribution is 100% to the estate of the decedent’s sole heir, who passed away in 2020. If probate proceedings have commenced for the heir’s estate, please identify the personal representative of that estate and file a copy of the probate letters (certified if issued from another court). If probate proceedings have not commenced, to whom is the administrator proposing distribution? Prayer paragraph 6 (distribution to the persons entitled) is more vague than the petition paragraph 31 (distribution to the estate of Kathy Stratham).
• The pleading did not include either an accounting or a waiver of account. No waiver of account is on file from the personal representative of that estate of the deceased sole heir. An Accounting appears required.
On 06/24/26, the court terminated the Fee Waiver. Need status of payment of court costs.
Appearance by counsel required (by VCourt if preferred).
PR-24-000593 ESTATE OF VIVIAN ELIZABETH WHEELAND, AKA VIVIAN ELIZABETH PETRA OLSON
Hearing on Order to Show Cause to personal representative issued 11/19/25 and continued from 03/24/26:
To appear and show cause why the court should not impose surcharge, suspend and/or remove the personal representative from office for neglecting this case purs. to PrC§8500.
Account Review Hearing continued from 03/24/26:
Final Inventory and Appraisal is on file.
Prior Notes remain:
On 11/19/25 and again on 03/24/26, the court ordered personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within forty-five (45) days. Not on file.
• Recommend court suspend the Administrator purs. to PrC§8500 for failure to abide by the court’s orders.
• Recommend court appoint the Public Administrator as Special Administrator with general powers. Recommend court request the Public Administrator to prepare a Report of the status of this estate and file it with the court before the next hearing, and serve a copy on the interested parties.
• Recommend continuance of Order to Show Cause to Administrator for surcharge and / or removal from office pursuant to PrC§8500.
• At the next hearing, the court may instruct the Public Administrator to seek appointment as successor personal representative of this estate.
Appearance by personal representative (self-represented) mandatory. Anyone appearing at this hearing may do so either in person or by telephone, by VCourt, if preferred.
PR-24-000599 ESTATE OF GEORGETTE ARLENE ALBANO, AKA GEORGETTE A. ALBANO
Hearing on Order to Show Cause issued to personal representative on 04/21/26:
• To appear and show cause for failure to appear on 04/21/26 and for failure to file pleadings as directed.
Account Review Hearing continued from 12/09/25, 04/21/26:
On 12/09/25 the court directed that a PrC§12200 Status Report must be filed if estate is not in a position to be closed. Neither Petition for Final Distribution nor PrC§12200 Status Report are on file.
• Administrator and Administrator’s counsel to appear pursuant to PrC§12202:
o To show condition of estate and why estate cannot be distributed and closed;
o So that court may order Administrator to prepare and file a First Account Current at the court’s discretion pursuant to PrC§12202(b).
o Noncompliance may result in removal of personal representative from office (PrC§§12204, 8500).
Appearance by Administrator and Administrator’s counsel mandatory (by VCourt if preferred).
PR-25-000241 ESTATE OF BUGS BOUGUERBA
Hearing on Third Amended Spousal Property Petition (file-marked 05/19/26) continued from 04/30/25, 09/04/25, 12/04/25, 03/25/26:
• Petition item 9 did not include the relationships between those listed and the decedent.
• Petition item 10 identifies the petitioner as the executor decedent’s will. The rest of the petition reflects petitioner’s allegation that the decedent died intestate (without a will). Please clarify.
• Petition item 12 was not completed (alleging whether there is or has not been a petition for probate of the decedent’s estate filed).
• Proposed Order, Form DE-226:
o Item 5a was checked, which does not agree with what the petition asked for.
o Item 8 was checked, which does not agree with what the petition asked for.
o Item 9 was completed, which is duplicative since item 7a was already checked.
o Attachments 7a were not attached: the list of property which will be confirmed as belonging to the petitioner. See the document you attached to the petition as Attachment 7b “Real Property Descriptions and Title Vesting”.
Attached to the petition are four grant deeds, each of which reflects that the properties are held in either joint tenancy or as “community property with rights of survivorship”.
Recommend court enquire of petitioner if she has attempted to record three (3) Affidavits of Death of Joint Tenants and one (1) Affidavit of Death of Spouse - Community Property.
Appearance by petitioner (self-represented) required (by VCourt if preferred).
PR-25-000459 MATTER OF OLDSON FAMILY TRUST
Hearing on Petition for 1. Internal Affairs of a Trust and Contest of Accounting; 2. Breach of Fiduciary Duties by Former Trustee; 3. Surcharge of Former Trustee; 4. Elder Financial Abuse; 5. Attorney’s Fees continued from 09/04/25, 11/18/25:
Nothing filed since previous hearing. Prior Note remains: Body of Petition omitted the names and mailing addresses of those entitled to notice (PrC§§17201, 15804).
• Recommend court set date certain for this defect to be cured or the case may be dismissed.
Proposed Order omitted necessary findings purs. to WIC§15610.30 and PrC§859.
Objection filed – 03/19/26, by Respondent, W. Oldson.
Matter will be continued to 12/02/26 on the court’s own motion due the court’s availability.
Appearance not required (by VCourt if preferred).
PR-25-000718 ESTATE OF SANDRA J. ARNETT
Inventory Review Hearing continued from 04/21/26:
Inventory and Appraisal is on file.
Petition for Final Distribution has been filed and set for hearing on 09/23/26.
Hearing of 09/23/26 will be confirmed.
Appearance not required (by VCourt if preferred).
PR-25-000818 ESTATE OF MARY LOU LEE
Inventory Review Hearing continued from 04/14/26:
Letters Issued 10/08/25. Inventory and Appraisal due 02/08/26.
Inventory and Appraisal not on file at time of review.
Recommend Account Review Hearing 12/10/26 when PrC§12200 Status Report will be due, if Petition for Final Distribution is not on file.
Inventory and Appraisal must be filed before next hearing.
See Local Rules 8.82 and 8.41 B.
Appearance not required (by VCourt if preferred).
PR-25-000956 ESTATE OF JAMES COWAN
Inventory Review Hearing continued from 04/14/26:
Letters Issued 02/19/26. Inventory and Appraisal due 06/19/26.
Inventory and Appraisal not on file at time of review.
The Court will set an Account Review Hearing 02/11/27 when PrC§12200 Status Report will be due, if Petition for Final Distribution is not on file.
Failure to file Inventory and Appraisal before next hearing will result in possible sanctions.
See Local Rules 8.82 and 8.41 B.
Appearance not required (by VCourt if preferred).
PR-23-001294 ESTATE OF MARY ELLA COHEN ESTATE OF MARY ELLA COHEN
Hearing on PrC§12200 Status Report of Administration reset by Minute Order issued 06/17/26:
• This report (file-marked 06/15/26) was not verified by the personal representative. The Report was also filed earlier than was strictly necessary pursuant to Local Rule 8.82 and Probate Code section 12200.
o Instead of correcting this defect in this Report, the personal representative filed another PrC§12200 Status Report, which has been set for hearing on 09/22/26. The personal representative cannot replace or supersede one pleading by filing another with the exact same title. Please see California Rules of Court rules 7.3, 7.53, and 7.102.
• Notice of Hearing file-marked 07/09/26 appears defective: language omitted pursuant to PrC§12201(b). See the box halfway down page 1 of Form DE-120, between items 1 and 2.
Declaration in Response to Status Report – filed 06/17/26, by intestate heir and Trustee of the “Frank L. Cohen Revocable Living Trust”, A. Broughton. The Declaration does not constitute a noticed petition asking for the court to take any action.
Recommend court drop today’s hearing for lack of proper notice.
Recommend court confirm the hearing of 09/22/26 on the second PrC§12200 Status Report.
Appearance not required (by VCourt if preferred).
PR-23-001293 ESTATE OF FRANK LANCE COHEN
Hearing on PrC§12200 Status Report of Administration:
• This report (file-marked 06/15/26) was not verified by the personal representative. The Report was also filed earlier than was strictly necessary pursuant to Local Rule 8.82 and Probate Code section 12200.
o Instead of correcting this defect in this Report, the personal representative filed another PrC§12200 Status Report, which has been set for hearing on 09/23/26.
• Notice of Hearing file-marked 07/09/26 appears defective: language omitted pursuant to PrC§12201(b). See the box halfway down page 1 of Form DE-120, between items 1 and 2.
o Another Notice of Hearing was filed, on 07/27/26, giving notice of a hearing on (per item 1 on the form) “[corrected] Status Report; (final and corrected] Inventory and Appraisal”. This NOH contains the same defect as the earlier NOH (see Note above). Also, there is no such document as a “[corrected] Status Report”; the personal representative filed one PrC§12200 Status Report on 06/15/26 and filed another one on 07/27/26, the latter was set for hearing on 09/23/26. Both Reports are titled exactly the same. The titles of probate pleadings matter. Please see California Rules of Court rules 7.3, 7.53, and 7.102. The personal representative cannot replace or supersede one pleading by filing another with the exact same title.
Declaration in Response to Status Report – filed 06/17/26, by intestate heir and Trustee of the “Frank L. Cohen Revocable Living Trust”, A. Broughton. The Declaration does not constitute a noticed petition asking for the court to take any action.
Recommend court drop today’s hearing for lack of proper notice.
Recommend court confirm the hearing of 09/23/26 on the second PrC§12200 Status Report.
Appearance not required (by VCourt if preferred).
PR-24-001137 ESTATE OF LESLIE DAWN BATTLES
Hearing on First and Final Report of Administrators on Waiver of Account and Petition for its Settlement; Petition for Allowance for Statutory Compensation for Ordinary and Extraordinary Services by the Attorney; for Reimbursement of Costs Advanced and for Final Distribution of Estate:
Recommend approval of Report and Petition.
Recommend Discharge Review Hearing 02/25/27 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
PR-25-001044 ESTATE OF DANIEL ABELINO LAND-ARELLANO, AKA DANIEL A. ARELLANO
Hearing on Final Report of Administrator on Waiver of Account and Petition for its Settlement, for Allowance of Compensation to the Attorney for Ordinary Services, for Reimbursement of Costs Advanced and for Final Distribution:
Notes cured.
Recommend approval of petition as supplemented.
Recommend Discharge Review Hearing 02/25/27 pursuant to Local Rule 8.92.
Recommend court vacate Account Review Hearing 03/10/27.
Appearance not required (by VCourt if preferred).
PR-26-000623 MATTER OF SANDRA LASWELL LIVING TRUST
Hearing on Petition to Compel Trustee; for Accounting; for Removal of Trustee; for the Return of Property; for Breach of Fiduciary Duty; for Elder or Dependent Financial Abuse; for Wrongful Taking; and for Attorneys Fees and Costs:
Notice issues:
Recommend court require petitioner to give notice to the estate of intestate heir EVELYN GOINS (survived Trustor but is now deceased), and the Trustee of the “Evelyn Goins Survivor’s Trust A” (paragraphs 24 and 25), as the petition includes allegations regarding estate accounts that may have been held jointly by decedent/Trustor and Evelyn Goins, or that may have named Evelyn Goins as pay-on-death beneficiary.
• Notice of Hearing not on file for Respondent J. Hollenback.
• Notice of Hearing appears defective on Respondent, K. Hollenbeck:
o Ought to be served twice in her separate capacities as an individual and as Trustee.
o Was served by mail. See PrC§851(a) and CCP§413.10 et seq.
Probate Notes regarding petition:
• The Petition did not include the names/addresses of the following individuals as being due notice purs. to PrC§17201:
o Respondent, J. Hollenback;
o The estate of deceased intestate heir (and possible account holder or pay-on-death beneficiary), E. Goins;
o The Trustee of the “Evelyn Goins Survivor’s Trust A”, alleged to be C. Beck.
• Please elaborate on paragraph 47 and 48 (allegations regarding Respondent J. Hollenback):
o When were the checks allegedly signed?
o To whom were the checks written and for what amount(s)?
o In what way did Respondent/Trustee benefit?
• Please elaborate on allegations re: elder or dependent financial abuse of E. Goins:
o What assets belonged to E. Goins?
o How did the Respondents interfere with assets belonging to E. Goins?
• Prayer paragraph 1 requests the court require an account beginning 01/25/24 while the body of the petition (paragraph 45) seeks an account beginning 01/15/25.
• Exhibit A (restated Trust) appears to be missing pages 3-1 and 3-2 (containing sections 3.01 through 3.05).
o Those pages appear to include terms regarding the successor trustees; Examiner cannot determine if the Trust said anything about a bond being necessary for the alternate successor Trustee.
• Exhibit C (letter dated 03/07/25 from Trustee’s counsel): page 1 is not legible. Please provide a clean and legible copy.
• Exhibit F is not identified, described, or referenced as being attached within the body of the petition.
Please provide points and authorities regarding:
• Petitioner’s request for court order that Respondent K. Hollenback, in her capacity as either Trustee or as an individual, account for financial accounts which petitioner alleges are not assets of the Trust, and which may have had either joint account-holders or pay-on-death beneficiaries.
o What is petitioner’s “interest” in the intestate estate of decedent, Sandra Laswell, to seek, as an “interested person” return of property belonging to the intestate estate of decedent purs. to PrC§§850, 48? Petitioner does not appear to be an intestate heir.
o What authority does the court have, purs. to PrC§850, to compel the Respondent in either capacity, to account for property that does not belong to either the Trust nor the decedent’s estate (since they are alleged to be accounts with either a joint account-holder or designated pay-on-death beneficiaries)?
• Petitioner’s standing to request that the Respondents be ordered to return property pursuant to PrC§850 belonging to the Trustor’s deceased mother, E. Goins (see petition paragraph 54).
• Petitioner’s request for court finding re: wrongful taking purs. to WIC§15610.30 as to the Trustor’s deceased mother, E. Goins (see paragraph 55). What is petitioner’s standing to make such a request on behalf of E. Goins?
Matter will be continued to 09/23/26 on the court’s own motion due to the court’s availability.
Appearance not required (by VCourt if preferred).
PR-26-000713 ESTATE OF JONATHAN GRIFFITH
Hearing on Spousal Property Petition:
• Petition item 5a(2) was left blank (existence of issue of a predeceased child).
• Petition item 5b was left blank (existence of stepchild or foster child who would have been adopted but for a legal barrier).
• Related items 1b and 7b do not agree. Item 1b is petitioner’s request for a court order confirming property belonging to the surviving spouse, but item 7b, identify the property belonging to the surviving spouse, was not checked.
o Attachment 7b was omitted.
• Three of the decedent’s four children identified in item 9 are described as minors; Guardian ad Litem will be required for acceptance of Notice of Hearing on behalf of minors. See Local Rule 8.07.
• Item 10 was completed, identifying the executor named in decedent’s will. The rest of the petition reflects petitioner’s allegation that the decedent died intestate (without a will). Please clarify.
• Attachment 7 was omitted. See Local Rule 8.98.
• Attachment 7a: please more particularly describe the type of account, not only the name of the financial institution and the account number.
• Did decedent designate a pay-on-death beneficiary of the account identified in Attachment 7a?
• If one or more assets at issue are real property, petitioner must attach a copy of the most recent recorded deed showing current title. See Local Rule 8.98 B.
• Notice of Hearing not on file (PrC§§13655, 1220).
• Proposed Order not yet submitted.
Recommend continuance to 11/12/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
PR-26-000714 ESTATE OF MAVERICK LAMOUR ARMSTRONG
Hearing on Petition for Letters of Administration:
• Petition item 8 did not properly label the proposed personal representative (Local Rule 8.26 D).
• Waivers of bond [Form DE-142/DE-111(A-3e)] not on file for all intestate heirs (see Probate Code section 6401). Bond may be required. Minimum bond would be $20,000.00 pursuant to Local Rule 8.33. Maximum bond would be $301,000.00.
• Form DE-121 Notice of Petition to Administer Estate not on file.
• Affidavit of publication not on file. See Local Rule 8.12.
• Form DE-150, Letters, not submitted.
Recommend continuance to 09/15/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
PR-26-000715 ESTATE OF PATRICK VERNON SMITH
Hearing on Petition for Probate of Will and for Letters Testamentary:
Defects in the Petition, Form DE-111:
• Heading of page 1 did not include a checkmark in box “Authorization to Administer Under the Independent Administration of Estates Act”.
• Item 3c was left blank (the street address, city, and county of decedent’s residence when he died).
• Item 3h was left blank (proposed personal representative’s residency).
• Item 4 was left blank (stating that the decedent’s will does not preclude administration under the Independent Administration of Estates Act).
• Item 5a(3) or (4) was left blank (existence of registered domestic partner).
• Item 5a(3) or (4) was left blank (existence of issue of a predeceased child).
• Item 8 must include names as they are spelled in the Will; petitioner may include aliases (AKA’s) to identify the correct individuals.
Defects in the file:
• Need Amended Duties and Liabilities, Form DE-147: telephone number omitted from item 2 on page 2.
• Form DE-121 Notice of Petition to Administer Estate not on file.
• Affidavit of publication not on file. See Local Rule 8.12.
• Form DE-150, Proposed Letters, not submitted.
• Will is not self-proving per Local Rule 8.23. Proof of Subscribing Witness (Form DE-131) not on file.
• Two specific devisees of decedent’s will are identified in the petition as being minors; the Waivers of Bond on file from these two devisees appear to have been signed by the Petitioner.
o A Guardian ad litem would appear necessary in order for the court to consider not requiring a bond from the proposed personal representative, as the petitioner lacks standing to waive bond on the children’s behalf. Please see Local Rule 8.07.
Consider visiting the California Courts Self Help page at
https://selfhelp.courts.ca.gov/probate and downloading forms from https://www.courts.ca.gov/forms.htm
Appearance by petitioner (self-represented) required (by VCourt if preferred).
PR-26-000725 ESTATE OF ANTOINETTE DYAMOND RICHARDSON
Hearing on Petition for Letters of Administration:
Defects in the Petition, Form DE-111:
• Heading of page 1 did not include a checkmark in box “Authorization to Administer Under the Independent Administration of Estates Act”.
• Item 1 does not name the newspaper where the petitioner intends to publish notice.
• Item 2b does not include the name of the proposed Administrator.
• Item 2c was left blank (whether the petitioner seeks full or limited authority under the Independent Administration of Estates Act.
• Item 5a(3) or (4) was left blank (existence of registered domestic partner).
• Item 5a(3) or (4) was left blank (existence of issue of a predeceased child).
• Item 8 must include the relationships of all those listed to the decedent.
• Item 8 does not include any one other than the petitioner, although item 5a reflects that the decedent was survived by at least one child.
Defects in the file:
• Need Amended Duties and Liabilities, Form DE-147: telephone number omitted from item 2 on page 2.
• Affidavit of publication not on file. See Local Rule 8.12.
• Forms DE-140 and DE-150, Proposed Order and Letters, not submitted.
• Form DE-121, Notice of Petition, file-marked 07/09/26 contains the following defects:
o Item 4 was checked, even though the petition reflects that the decedent died without a will.
o Item 10 is missing petitioner’s name.
o The only person given notice was the petitioner herself, even though the petition item 5a indicates the decedent was survived by at least one child and perhaps more.
Consider visiting the California Courts Self Help page at
https://selfhelp.courts.ca.gov/probate and downloading forms from https://www.courts.ca.gov/forms.htm
Appearance by petitioner (self-represented) required (by VCourt if preferred).
FRIDAY, AUGUST 07, 2026
Department 22
8:30 a.m.
445167 MATTER OF RAYMOND GERALD COCHRAN LIVING TRUST DATED 06/27/07; INCLUDING THE SPECIAL NEEDS TRUST FOR TERRI LYNN COCHRAN
Hearing on Sixth Annual Account and Petition for Allowance of Attorney’s Fees, for Reimbursement of Costs Advanced by Attorney continued from 02/03/26, 06/11/26:
All receipts have been reviewed by the Examiner. The court on 06/11/26 gave instruction re: reimbursement of mileage and disbursements for vacations.
1. Petitioner asked the court to take judicial notice of a Declaration filed in 2024, which supplemented the Fifth Account Current, as a means of curing a Probate Note for this, the Sixth Account Current.
Recommend denial of the request for judicial notice.
Recommend court affirm that each accounting and report thereon must independently contain an explanation of unusual circumstances purs. to PrC§1064(a)(2), and that therefore, in every accounting, the Trustee will need to explain the relationships of payees when there are frequent disbursements to the same individuals reflected in the Schedules. In every accounting when there are distributions that are not obviously for the benefit of the beneficiary (such as gifts to others, meals purchased for others, stipends paid to others), the Trustee will be expected to show that the distributions did not reduce or eliminate the beneficiary’s eligibility for public benefits, or, in the alternative, if the distributions would or did reduce/eliminate the beneficiary’s eligibility, that the distributions were in the beneficiary's best interest and Trustee acted in good faith. (McGee v. State Dep't of Health Care Services (2023) 91 Cal.App.5th 1161, 1174–1176.)
2. The review of this accounting had to include the review of hundreds of receipts offered by the Trustee for reimbursements to herself and to third parties (such as the conservator) because of the Trustee’s practice of using her own funds, or the funds of others, to purchase goods and services for the benefit of the beneficiary, and then later reimbursing herself or the third parties from the Trust funds. Such reimbursements require meticulous record-keeping and the production of receipts at the time of the accounting. Where feasible, it is better to pay vendors directly from the Trust. Recommend court offer Trustee guidance on this practice, as she will have to provide receipts for all future reimbursements.
Appearance by Trustee and Trustee’s counsel required (by VCourt if preferred).
PR-24-000325 ESTATE OF SOCORRO GARZA, AKA SOCORRO G. GARZA
Hearing on First and Final Report on Waivers of Account and Petition for its Approval; Petition for Order of Final Distribution; and for Allowance of Payment of Statutory Fees; and Reimbursement of Costs Advanced continued from 05/20/26:
• Prior Notes have been addressed.
Recommend approval of petition as supplemented by counsel’s Declaration file-marked 07/28/26.
Recommend Discharge Review Hearing 02/25/27 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
PR-24-000898 ESTATE OF GEORGIA RUTH GAMA
Court’s Motion to Dismiss set per Minute Order 07/13/26:
A copy of the Settlement is on file.
Settlement has not been submitted for the court’s approval. Submitted to Judge for determination.
Appearance by counsel required (by VCourt if preferred).
PR-24-001128 ESTATE OF SARENA SUE GAWTHORP
Hearing on Waiver of Account, Report of Administrator, Petition for Allowance of Statutory Fees to Personal Representative, and Attorney and for Final Distribution continued from 05/14/26, 06/05/26:
Prior defects cured.
• Need new order. Proposed order submitted 03/16/26:
o Reflects an appearance was made. An appearance will not be required.
o Distribution amounts (including compensation and costs) do not match the Supplemental Declaration filed.
Recommend approval of Petition and Account as supplemented.
Recommend Discharge Review Hearing 02/25/27 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
PR-24-001150 ESTATE OF BEVERLY ANN SARABIA
(1) Hearing on Petition for the Termination of Further Proceedings and for Discharge of the Personal Representative and for an Order (PrC §12251) continued from 07/07/26:
Prior defects cured.
Notice appears appropriate.
If no one appears to object, Recommend approval of Petition as supplemented.
Recommend court discharge Personal Representative and close the estate.
• Need new order. Proposed Order submitted 05/07/26:
o Omitted a statement of the Court’s finding regarding notice [see PrC§1260]. Please note, the court’s finding that notice is complete should not appear under language “Petitioner alleges” or “It is so ordered”.
o When resubmitting a new proposed order, please ensure today’s hearing date is reflected on the order.
(2) Inventory Review Hearing continued from 07/15/26:
Recommend court drop this hearing as moot.
Appearance not required (by VCourt if preferred).
PR-26-000441 ESTATE OF MEI ZHEN MEI
Hearing on Petition for Probate of Will and for Letters Testamentary continued from 07/07/26:
Nothing filed since previous hearing. Prior Note remains:
• Affidavit of publication not on file. See Local Rule 8.12.
Appearance by petitioner (self-represented) required (by VCourt if preferred).
PR-26-000464 ESTATE OF JON F. CHRISTIANSEN, AKA JON CHRISTIANSEN
Hearing on Petition for Probate of Will and for Letters of Administration with Will Annexed continued from 07/21/26:
Will is not self-proving. Proof of Subscribing Witness (Form DE-131) are on file.
Some prior defects cured. One remains:
• Proposed Letters, Form DE-150, not yet submitted
Requested bond of $480,000.00 appears adequate based on estimated value of estate alleged in the petition.
Recommend approval of petition as supplemented.
Recommend Inventory Review Hearing 02/09/27 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).
PR-26-000536 ESTATE OF DAVID JOHN PAULUK
Hearing on Petition for Letters of Administration continued from 07/14/26:
Waiver of Bond on file for all intestate heirs.
• Form DE-121 Notice of Petition to Administer Estate appears defective:
o Notice of Petition to Administer Estate reflects an incorrect court address; thus, new notice will be required. Please note the correct address for the Court is: 801 10th Street, Modesto, CA 95354
o Item 2 reflects incorrect county.
Prior Note:
• The Affidavits of publication file-marked 07/07/26 and 07/13/26 both reflect that notice of this hearing was published only twice. Pursuant to Probate Code sections 8120 through 8125, three publications are required.
o Affidavit of publication file marked 07/31/26 reflects that notice was inserted in three publications (07/17/26, 07/24/26, and 07/31/26); however, publication is defective: reflects that the notice published reflecting the prior hearing date of 07/14/26 rather than today’s hearing which means that publication was effectuated on dates after the hearing instead of before the hearing date.
o Republication will be required.
Recommend continuance to 09/18/26 to allow time to perfect notice.
Appearance not required (anyone appearing may do so either in person, or remotely, by telephone, using VCourt).
MONDAY, AUGUST 10, 2026
No decedent's estates, or trust matters on calendar
TUESDAY, AUGUST 11, 2026
Department 23
8:30 a.m.
PR-23-001096 ESTATE OF JONATHAN DAVID BALINSON, AKA JONATHAN D. BALISON, JON BALINSON
Hearing on Petition for Approval of Distribution of Closing Reserve:
Notice appears complete.
Recommend approval of Petition.
Recommend Discharge Review Hearing 02/25/27.
Appearance not required (Any person wishing to appear remotely must obtain the court’s permission to appear via VCourt by contacting the courtroom clerk).
Department 22
8:30 a.m.
PR-21-000338 ESTATE OF GARY GILES
Hearing on Second Amended (file marked 02/18/26) Fourth PrC§12200 Status Report of Administration reset on the court’s own motion from 08/06/25, continued from 08/13/25, 10/28/25, 02/24/26, 04/17/26:
Notice is now complete. One prior note remains:
• Item 7 on Second amended status report omitted how much time is requested to close the estate. Instead, petitioner attached a letter addressed to one of the Probate Examiners outlining the remaining issues of the estate and included a spreadsheet which is alleged to be a accounting. This is not the appropriate method for completing a Status Report nor an accounting. The status report should tell the Court how much time is needed to close the estate. Please see Probate Code section 12201(a).
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address these defects.
Need status of the estate.
Appearance by personal representative (self-represented) required (Anyone appearing may do so in person or remotely, by telephone, using VCourt).
PR-21-000924 ESTATE OF CYNTHIA JOAN CULBRETH
(1) Order to Show Cause issued 04/23/26 to personal representative, Sarah Culbreth:
To appear and show cause why he/she should not be removed from office pursuant to Probate Code section 8502.
Declaration in Response to Order to Show Cause (file marked 08/04/26) submitted to the Judge for determination.
(2) Order to Show Cause issued 04/23/26 to personal representative, Cynthia Culbreth:
To appear and show cause why he/she should not be removed from office pursuant to Probate Code section 8502.
Declaration in Response to Order to Show Cause (file marked 08/04/26) submitted to the Judge for determination.
(3) Account Review Hearing continued from 03/12/25, 04/11/25, 08/20/25, 12/10/25, 04/23/26:
On 12/10/25, the court directed personal representative to file a petition for final distribution within 45 days.
On 04/23/26, the court referred the matter to Public Administrator and County Counsel for possible appointment of administrator.
Petition for Final Distribution not on file at the time of review. See Local Rule 8.82.
Appearance by co-Administrators and Administrator’s counsel required (by VCourt if preferred).
PR-23-000749 MATTER OF ARLETE B. HEMPHILL 2021 REVOCABLE TRUST
3) Hearing on First and Final Account and Request for Approval of Accounting filed 04/16/26 by Successor Trustee William Hemphill continued from 06/11/26:
Nothing filed since previous hearing. Prior Notes remain:
• Pleading was not verified. See California Rule of Court 7.103, California Code of Civil Procedure sections 2015.5, 446.
• Pleading did not include Trustee’s statements required by PrC§1064(a)(1-5).
• Pleading did not include a prayer. Pursuant to PrC§1064(b), the filing of an account shall be deemed to include a petition requesting its approval.
• Summary of Account omitted. See Local Rule 8.65 and PrC§§1060-4. Please include the specific end date of the account.
• Please provide a Schedule for Property on Hand at Beginning of Account Period. See Local Rule 8.65 and PrC§§1060-4.
• Please provide a Schedule for Property on Hand at End of Account Period. See Local Rule 8.65 and PrC§§1060-4.
• Please provide a Schedule of Market Value for Property on Hand at Beginning/End of Account Period [PrC§1063(a)].
• Notice of Hearing not on file.
2) Hearing on Petition for (1) Order Granting Court Instruction to Trustee with Regard to the Administration of the Trust and its Termination in Case of Automatic Termination by Operation of Law in Order to Align Administration of the Trust with the Intent of the Settlor and the Purpose of the Trust; and (2) Dismissal of Entire Trust Action Against William Hemphill filed 04/17/25 by Successor Trustee William Hemphill continued from 08/27/25, 10/30/25, 02/24/26, 04/14/26:
Objection filed – 05/19/25 by Catherine Hemphill.
Objection filed – 10/14/25 by Robert Hemphill.
Nothing filed since previous hearing. Prior Notes remain:
On 10/30/25, the court directed petitioner to give notice of hearing to the buyers, “the Alvarados”.
The court later found the Notice of Hearing file-marked 11/17/25 defective as it gave the incorrect hearing of the continuance.
On 04/14/26, the court ordered notice be given to the Alvarados before this hearing on 08/11/26. Notice of Hearing not on file.
1) Hearing on Petition for an Accounting and Breach of Trust filed 12/18/24 by Robert Hemphill continued from 04/29/25, 08/27/25, 10/30/25, 02/24/26, 04/14/26:
Notice appears complete.
Objection filed – 04/14/25 by Successor Trustee William Hemphill.
A separate Response, with First and Final Accounting, and Request for Approval of Accounting was filed 02/23/26, also by Successor Trustee William Hemphill. If any filer wishes the court to approve an Accounting, the Accounting ought to be filed as its own separate pleading not attached to a Response, as a Response is itself only a reply to another cause of action and not a cause of action of itself; the Accounting would need to be set for hearing by the clerk’s office so that notice of hearing may be given. Notice of hearing file-marked 02/25/26 reflects notice was given only to Julie A. Alvarado and Mark Samule Alvarado.
Possible long-cause matter. Need status of meet-and-confer.
Appearance by counsel required (by VCourt if preferred).
PR-24-000950 ESTATE OF SATYEN HARSHAD DESAI
(1) Hearing on Petition for Probate of Will and for Letters of Administration with Will Annexed (file marked 09/03/24 by Paresh Jayram Patel and Paresh Babubhai Patel) continued from 10/08/24, 02/13/25, 03/20/25, 08/26/25, 03/10/26:
Objection and Will Contest filed – 11/22/24 by Minal Satyen Desai
On 03/20/25, the court continued this matter to allow time to file Proof of Service of Summons.
On 08/26/25, the Court directed that each petitioner must perfect service on the Will contest prior to the next hearing or the Will contest may be dismissed.
On 03/10/26, the Court indicated that notice on the Will contests to be perfected by next hearing or the Court will dismiss those petitions.
• Proof of service of Summons for all parties not yet on file pursuant to PrC§8250, CCP§415.10 et seq.
Prior defects in petition file marked 09/03/24 cured.
• Need Proposed Order.
• Need Letters. Letters not submitted at time of review.
(1a) Hearing on Subsequent Petition for Probate of Will and for Letters Testamentary (file marked 11/22/24 by Minal Satyen Desai) continued from 01/09/25, 02/13/25, 03/20/25, 08/26/25, 03/10/26:
Prior defects cured.
Objection and Will Contest filed – 01/08/25 by Yashasvi Desai
On 03/10/26, the Court indicated that notice on the Will contests to be perfected by next hearing or the Court will dismiss those petitions.
• Summons have been issued by Yashasvi Desai for thirteen parties.
o Proof of service of Summons (Form DE-125) for all parties not yet on file pursuant to PrC§8250, CCP§415.10 et seq., CCP§417.10.
o Notice and Acknowledgement of Receipts on file for three parties. Service on their attorney was effectuated as required, but service on the petitioner is also required. See California Rules of Court rule 7.51(b) and Probate Code section 1214.
o Proof of service attached reflects a copy was served by email; notice of consent to electronic service not on file for any parties or attorneys; further, the proof of service provides only an email address and not the name of the person or entity served. See CRC rule 2.251(B).
o Pursuant to CRC rule 7.51(2), notice mailed to a person in care of another person is insufficient unless the person entitled to notice is an adult and has directed the party giving notice in writing to send the notice in care of the second person.
o Notice to a minor must be sent directly to the minor. A separate copy of the notice must be sent to the person or persons having legal custody of the minor, with whom the minor resides [CRC rule 7.51(d)].
o Declaration of Due Diligence on file for the following parties: Nirup Reddy
and Heman Vyas will be submitted to Judge for determination.
(2) Hearing on Spousal Property Petition (file marked 11/22/24 by Minal Satyen Desai) continued from 01/09/25, 02/13/25, 03/20/25, 08/26/25, 03/10/26:
Notice appears complete.
Response and Objection filed – 01/08/25 by Yashasvi Desai
On 03/20/25, the court directed counsel to file a declaration re status of cases in India by next hearing. Declaration on file (file marked 08/25/25).
On 03/20/25, the Court gave leave to file an amended petition. Amended Petition is not on file.
Surviving Spouse’s Election on file electing not have her community and quasi-community property share administered in Satyen’s Estate.
Need current status of Indian cases.
(3) Hearing on Petition for Letters of Special Administration with General Powers (file marked 02/03/25 by Yashasvi Desai to appoint Anthony Johnston, Esq) continued from 03/20/25, 08/26/25, 03/10/26:
On 08/26/25, the court granted petition and letters of special administration have been issued. Nothing pending. This hearing remains on calendar to trail with competing general petitions at the request of petitioner in case there becomes an issue with S.A, Mr. McNitt.
(4) Account Review Hearing continued from 03/10/26:
• Neither Petition for Final Distribution nor PrC§12200 Status Report are on file at the time of review. See Local Rule 8.82.
Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 90 days if estate is not in a position to be closed.
Hearing required.
Appearances required (by VCourt if preferred).
PR-24-001144 ESTATE OF CHARLES JOSEPH RUSSELL, AKA CHARLES J. RUSSELL
Inventory Review Hearing:
Letters Issued 02/26/26. Inventory and Appraisal due 06/26/26.
Inventory and Appraisal not on file at time of review.
Recommend continuance to 11/05/26 to allow time to file above pleading.
Appearance not required (by VCourt if preferred).
PR-24-001191 MATTER OF LIVING TRUST OF ORALIA E. BAUTISTA
1. Hearing on Order to Show Cause issued 07/16/25 to Objector/competing petitioner’s counsel continued from 11/18/25, 04/02/26:
Nothing filed (besides a substitution of attorney) in fifteen months.
Objector/competing petitioner to appear and show cause why the combined Objection and Petition (file-marked 05/01/25) should not be stricken with fifteen (15) days’ leave to amend. [Cf. Katzenstein v. Chabad of Poway (2015) 237 Cal.App.4th 759, 766; Code Civ. Proc., § 431.30(c)].
The Court on 07/16/25 set the deadline for any brief in opposition to the OSC to be filed and served at least fourteen (14) days before the continued hearing date. Any brief in response to an opposition to be filed and served at least seven (7) days before the continued hearing date. Nothing has been filed in more than a year: no briefs, no reports.
On 11/18/25, the court ordered that if this matter were not resolved, the court would on 04/02/26 make the order reflected in the OSC.
On 04/02/26, the court ordered that if this matter were not resolved, the court would on 08/11/26 make the order reflected in the OSC.
2. Hearing on Petition for Order Determining Trust’s Title to Personal Property continued from 03/18/25, 07/16/25, 11/18/25, 04/02/26:
Nothing filed (besides a substitution of attorney) in fifteen months.
Objection filed – 05/01/25. Objection included a separate cause of action: request for court order invalidating the trust instrument (trust contest).
• There has been no petition set for hearing purs. to PrC§17200 et seq. and notice of hearing has not been provided purs. to PrC§17203.
On 11/18/25, the court ordered joint or separate status reports be filed no fewer than fifteen days prior to the hearing of 04/02/26. None filed.
On 04/02/26, the court ordered joint or separate status reports be filed no fewer than fifteen days prior or sanctions may be imposed. Not on file. Hearing required for court to determine sanctions.
Appearance by counsel mandatory (by VCourt if preferred).
PR-25-000212 ESTATE OF TAMMY SUE CICCONE
Account Review Hearing:
• Neither Petition for Final Distribution nor PrC§12200 Status Report are on file at the time of review. See Local Rule 8.82.
Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 90 days if estate is not in a position to be closed.
Recommend continuance to 01/05/27 to allow time for filing of above pleadings.
If neither pleading is on file by the next hearing date, the court may issue an order to show cause for personal representative to appear pursuant to PrC§12202.
Appearance not required (by VCourt if preferred).
PR-25-000249 MATTER OF ANTON COOLEY SPECIAL NEEDS TRUST
Hearing on Petition for an Order to Confirm Validity of Trust; Confirm Trustee; and Confirm Assets of Trust; for Instructions Regarding Trust Terms and Determining Whom Property Shall Pass to Upon Termination of the Trust continued from 07/31/25, 12/04/25, 04/01/26:
Nothing filed since November, 2025. Prior Notes remain:
• The court has not yet determined if notice is complete: Notice of Hearing, Form DE-115, on file for all those identified in the petition but the possibly interested person, a minor, “Dante” last name unknown. Declaration of Due Diligence by petitioner on file, as well as Declaration by counsel (both filed 11/26/25). Recommend court defer this finding until a Guardian ad litem has been appointed who can receive notice.
• On 12/04/25, the court directed petitioner to seek appointment of a Guardian ad litem for Dejon H., a minor, and Dante last name unknown, someone whose name and location is unknown but may be a minor. Not on file.
See also Local Rule 8.14 B, CRC rules 7.51 and 7.52, PrC§1212 and CCP§413.30.
Appearance by counsel mandatory (by VCourt if preferred).
PR-26-000014 ESTATE OF CARMEN LOYA
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 04/20/27 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).
PR-26-000163 ESTATE OF PATRICIA LEGGETT
2. Hearing on Petition to Determine Title to Real Property and Request for Temporary Authority continued from 04/16/26:
Prior Notes remain:
• The petition was not verified. See California Rules of Court (CRC) rule 7.103.
• The petition does not appear to allege that venue is proper in this county (Probate Code §17005).
• Body of petition omitted the legal description and assessor’s parcel number for the real property.
• Body of petition omitted the names and mailing addresses of those entitled to notice (PrC§17201).
• The body of the petition does not reference each Exhibit and tie the Exhibit to the pleading.
• The petition also seeks “temporary authority” or “Temporary Letters of Administration”. This does not appear to be the proper format for a petition for letters of special administration. Please see PrC§8540 et seq. PrC§1310 does not appear to apply in this case, as no appeal appears to have been filed.
• The request that the court declare void “any other deed recorded after” decedent’s signature on a 2006 instrument appears overly broad; petitioner also seeks a court order declaring void three specific recorded instruments; if there are any other specific instruments which petitioner seeks to have declared void due to fraud, that may be sought via amendment. See CRC rules 7.3 and 7.53.
• Notice of Hearing not on file. Please see Judicial Council Form DE-115, adopted for mandatory use for this purpose pursuant to Probate Code § 851(c). See also Code of Civil Procedure §§ 413.10 et seq. In addition to those interested in the decedent’s estate, notice appears necessary on the notaries who acknowledged the deeds which petitioner seeks to have deemed void due to fraud, as well as the transferees/grantees of the property, including Rodney Leggett, Tina Wells, and Hiram Kemp.
• Please provide a copy of the 2006 deed, which the petition describes as the last recorded deed bearing the decedent’s valid signature. If that same document is not the deed by which the decedent first obtained title, please also file a copy of that recorded deed.
• Please provide a copy of the decedent’s death certificate.
Objection filed – 03/18/26, by Hiram Kemp. Objector argues the title issues have been previously litigated (res judicata) and that, as decedent’s heir but not the personal representative of decedent’s estate, petitioner lacks standing to bring this action.
Response to Objection filed – 03/24/26, by Janae Leggett.
Reply filed 03/27/26.
Two Requests for Judicial Notice (RJN) filed - 03/18/26, by objector, Hiram Kemp.
Objection to RJN filed – 03/26/26, by petitioner, Janae Leggett.
A Supplemental Request for Judicial Notice was filed 03/27/26, by Hiram Kemp; the supplemental request in fact appears to be a RJN of additional facts or documents.
Submitted to court for determination.
Submit to court’s determination: in response to this Probate Note, petitioner filed the Supplemental Declaration file-marked 05/23/26. Please file a verified supplement (see California Rules of Court rules 7.3 and 7.53) clarifying petitioner’s standing to bring an action under PrC§850 when she is not appointed as personal representative of the decedent’s estate.
A SECOND Objection filed – 07/22/26, by Hiram Kemp. Recommend court enquire of Objector what his intention is, in filing a second Objection – is the document filed on 07/22/26 intended to be an Amended Objection?
Recommend court set deadline for petitioner to cure defects, including the perfection of notice, or petition may be dismissed.
1. Hearing on Second Amended Petition (file-marked 04/07/26) for Letters of Administration continued from 04/01/26, 04/16/26:
• Heading of petition omitted checkmark in box “Authorization to Administer Under the Independent Administration of Estates Act”.
• Petitioner seeks full IAEA authority and a bond of $3,500.00; in the pleading, the petitioner alleges the estate has an estimated value of $3,500.00 in personal property and $700,000.00 in real property. Bond may not be sufficient. This will be submitted to the court for determination once the other defects are cured.
• Petition item 8 reflects that the decedent was survived by her spouse; her spouse’s estate would appear to be an heir pursuant to PrC§6401. Has a probate case commenced for Rodney Leggett’s estate? If so, please identify the personal representative of his estate. If not, please identify his heirs and estate plan. See California Decedent’s Estate Practice Guide and Local Rule 8.14 A.
• Republication is necessary pursuant to CRC 7.53(a) as an Amended Petition was filed.
• A new Notice of Petition to Administer Estate, Form DE-121, is necessary pursuant to CRC 7.53(a) as an Amended Petition was filed.
Consider visiting the California Courts Self Help page at
https://selfhelp.courts.ca.gov/probate and downloading forms from https://www.courts.ca.gov/forms.htm
Recommend court set deadline for petitioner to cure defects, including the perfection of notice, or petition may be dismissed.
Appearance by petitioner (self-represented) and objector (as to the petition regarding real property only, self-represented) required (by VCourt if preferred).
PR-21-000186 ESTATE OF BONIFACIO ARSE TOBAR, AKA BONIFACIO TOBAR
Hearing on PrC§12200 Status Report of Administration:
Notice appears complete.
Recommend court allow estate to remain open and set a further Account Review Hearing 06/22/27 at which time a fourth Status Report will be due if the estate is not in a position to be closed.
Appearance not required (by VCourt if preferred).
PR-23-001301 MATTER OF SPECIAL NEEDS TRUST OF BREANNE PURVIS
Hearing on First Account Current and Report of Trustee and for Allowance of Attorney’s Fees and Trustee’s Fees:
• Notice of Hearing is not on file for the Department of State Hospitals. See Local Rule 8.101.1, PrC§§3604-5.
• Prior paid attorney’s fees and costs: Please elaborate on the discrepancy between the attorney’s fees and costs approved by the court purs. to the Order file-marked 04/24/24 ($3,593.70) and what is reflected in the Accounting ($4,672.70). The petition includes the allegation that there was an overpayment of $110.00, and adjustments made “to efiling charges and reimbursement for the bond premium”.
o In the future, it is imperative that counsel is paid/reimbursed what the court ordered. If there are any discrepancies, that may be addressed in the next accounting.
• Current attorney’s fees and costs: Petition section 5 (page 3, line 18) requests $3,602.23 for legal fees, but the breakdown reflected in the two subsequent paragraphs totals $3,061.50. The number $3,602.23 appears to have come from attorney’s time-keeping attached as Exhibit A, which includes both the fees $3,061.50, and prior costs incurred of $540.82. The amount of $540.82 therefore appears to have been mistakenly included twice. Attorney and paralegal fees $3,061.50, prior costs $540.82, filing costs $518.92; total $4,121.24.
o The prayer paragraph 4 appears to have repeated the miscalculation.
• Please provide a complete time-keeping for Trustee’s hours summarized in petition section 4 (page 3, line 1).
• Some of the distributions reflected in the accounting may reduce or eliminate the beneficiary’s eligibility for public benefits, as they could be considered unearned income. Please address. See McGee v. State Dep't of Health Care Services (2023) 91 Cal.App.5th 1161, 1174–1176.
o Distributions of cash or cash-equivalents directly to the Trust beneficiary (nearly twenty distributions totaling more than $6,000.00 during account period).
o Gifts to third parties (cash and a computer for beneficiary’s son).
Please look into using an administrator-managed prepaid card, approved for use by the Social Security Administration, and consider ceasing the use of Venmo and Visa prepaid cards, as the latter may be unauthorized use as determined by the SSA.
• No interest was earned, based on the schedule of receipts totaling $0.00. Once other Notes are cured, recommend court instruct the Trustee to open an interest-yielding account and transfer some of the trust balance into the new account.
Recommend continuance to 11/12/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
PR-24-000282 ESTATE OF ELIZABETH C. ESQUIVEL
Hearing on Report on First and Final Account and Petition for Final Distribution, for Exoneration of Bond, and for Allowance of Compensation to Attorneys and Personal Representative for Ordinary Services:
• Need written notice of consent of proposed custodian of CUTMA account to serving in that capacity pursuant to Local Rule 8.84 C.
• Need order.
Recommend continuance to 08/28/26 to allow time to submit the above pleading.
Appearance not required (by VCourt if preferred).
PR-24-001313 ESTATE OF CHRISTINE CHAVEZ, AKA CHRISTINE AVALOS CHAVEZ
Hearing on Petition for Termination of Proceedings and Discharge:
Notice of Hearing is not on file.
Proposed Order not yet submitted.
Recommend continuance to 09/18/26 to allow time to perfect notice.
Appearance not required (by VCourt if preferred).
PR-25-000341 ESTATE OF JACKIE FIELD
Hearing on First and Final Account; Report of Administration; Allowance of Compensation to Attorney for Ordinary Services; Request for Reimbursement to Attorney for Costs Advanced; and Petition for Final Distribution:
Recommend approval of Account and Petition.
Recommend Discharge Review Hearing 02/25/27 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
PR-25-000725 MATTER OF MOSS 2001 REVOCABLE TRUST
3. Hearing on Motion to Compel Further Responses and Production of Documents:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…
2. Oral argument on Court’s Tentative Ruling on Demurrer, set by court per Minute Order 08/06/26:
1. Hearing on Petition for an Order to Recover Real Property Belonging to the Trust and Request for Double Damages and Attorney’s Fees continued from 11/20/25, 03/24/26, 08/06/26:
Notice deemed complete on 03/24/26.
Objection filed – 05/12/26, by Aaron Moss, Trustee (proof of service attached).
Joinder to Objection filed – 05/12/26, by Aaron Moss, as an individual.
• Joinder was not verified; no proof of service was attached or filed separately.
Appearance by counsel and Aaron Moss (self-represented) required (by VCourt if preferred).
PR-26-000635 ESTATE OF IGNACIO BARAJAS
Hearing on Spousal Property Petition:
• It appears the petitioner incorporated Attachment 7 into Attachment 7a. Attachment 7 ought to have been apart purs. to petition item 7 and Local Rule 8.98. As this is the only defect, Examiner does not consider it cause for a continuance, but please take care in future pleadings.
If no one appears to object, recommend approval of petition.
Appearance not required (by VCourt if preferred).
PR-26-000645 ESTATE OF ALVIN PRASAD
Hearing on Petition to Determine Succession to Primary Residence:
If no one appears to object, recommend court find notice complete and approve the petition.
Appearance not required (by VCourt if preferred).
PR-26-000717 ESTATE OF SHERI ANN JABLONSKI, FKA SHERI ANN CABASSI
Hearing on Petition to Determine Succession to Primary Residence:
Defects in the Petition, Form DE-310:
• Item 2 missing the decedent’s name.
• Attachment 11 includes the assessor’s parcel number but is missing the legal description [see petition item 11(1)].
• Attachment 11 includes a statement that the property was decedent’s primary residence in California but did not include any facts to show that [see petition item 11(2)].
• Copy of grant deed showing current title was not attached or provided on separate pleading. See Local Rule 8.99.
Defects in the file:
• One of the petitioners signed a Disclaimer (Probate Code section 279 et seq.). Please file a verified Supplement alleging if the disclaiming party has any children, in which case they would be the successors-in-interest of the disclaiming party, and not the other petitioner.
• Notice of petition not on file (PrC§13151).
• Notice of Hearing not on file (PrC§§13153, 1220). See Judicial Council Form DE-120.
• Proof of mailing not on file for the Department of Health Care Services, nor Declaration that notice is not required (see Local Rule 8.17 and PrC§215).
• Proposed Order not yet submitted. See Judicial Council Form DE-315.
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address these defects.
Consider visiting the California Courts Self Help page at https://selfhelp.courts.ca.gov/probate/simple-transfer, downloading forms from https://www.courts.ca.gov/forms.htm, and viewing the California Rules of Court at https://courts.ca.gov/forms-rules/rules-court
Appearance by Petitioner (self-represented) required (by VCourt if preferred).
PR-26-000718 ESTATE OF LINDA KAY HUNTLEY
Hearing on Petition for Letters of Administration:
Requested bond of $180,000.00 appears adequate based on estimated value of estate alleged in the petition.
For future filings in this county, please ensure Petition item 8 properly labels the proposed personal representative (Local Rule 8.26 D).
Defects in the file:
• Affidavit of publication not on file. See Local Rule 8.12.
• Forms DE-140 and DE-150, Proposed Order and Letters, not submitted.
Recommend continuance to 09/15/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
ADD ON:
PR-22-001276 ESTATE OF GEORGIANNA MOSS
Inventory Review Hearing continued from 08/20/25, 12/10/25 03/24/26, 08/06/26:
Letters issued 01/02/25. Inventory and Appraisal due 04/02/25.
Final Inventory and Appraisal is on file.
Prior defects:
• Appraisal totals were omitted on page 1.
• I&A was not signed by both co-special administrators pursuant to PrC §8852(b).
• The I&A lists an IRA account. Did this account designate a pay on death beneficiary? Please explain.
Corrected Inventory and Appraisal not on file.
On 03/24/26, the court directed status report to be filed before next hearing.
Counsel S. Marcus Klamm’s Declaration (file marked 08/05/26) on file. Submitted to Judge for determination.
Appearances required (by VCourt if preferred)
WEDNESDAY, AUGUST 12, 2026
Department 22
8:30 a.m.
2200342 THE VELMA L. BRISTOW TESTAMENTARY TRUST
Hearing on Fourth Account and Report; Request for Allowance of Attorney Fees and Trustee Fees continued from 11/18/25, 04/01/26:
Nothing filed since last hearing. Prior notes remain:
• Notice to remainder beneficiaries not on file [PrC§15804(a)].
• Schedules A-1 and A-2 contain foot notes explaining unusual account activity. Please note, pursuant to Probate Code §1064, unusual items should be included in the report itself (not included in a footnote of a schedule). Please further explain how the trust will be made whole.
o New note: please provide proof of fraud report on the unauthorized transactions.
• The report did not identify if the current bond amount is sufficient and omitted a request for bond increase/decrease. When submitting a bond increase or decrease, please itemize the annual income and recovery costs for the court’s verification. See CRC rule 7.207.
See California Rules of Court rules 7.3 and 7.53 regarding the types of forms that may be used to address these defects.
Appearance by trustee and trustee’s counsel required (by VCourt if preferred).
PR-20-000786 ESTATE OF ISABEL YALLI, AKA ISABELL YALLI
Account Review Hearing:
• Neither Petition for Final Distribution nor PrC§12200 Status Report are on file at the time of review. See Local Rule 8.82.
Recommend continuance to 12/08/26 as requested by personal representative’s counsel in the Declaration file-marked 07/18/26. Petitioner’s Sixth PrC §12200 Status Report will be due if the estate is not in a position to be closed.
Appearance not required (by VCourt if preferred).
PR-22-000205 ESTATE OF HAZEL MARIE SANDERS, AKA HAZEL M. SANDERS, HAZEL SANDERS
Account Review Hearing continued from 12/02/25, 04/21/26:
Account Review Hearing will not be continued further.
Hearing on First and Final Account and Report of Administrator; Petition for Order: 1. Settling Account and Approving Report of Administrator; 2. Allowing Statutory Administrator’s and Attorney’s Compensation and Reimbursement of Costs; 3. Allowing Extraordinary Attorney’s Compensation; and 4. For Final Distribution continued from 07/08/26:
Nothing filed since previous hearing. Prior Notes remain:
• Report does not appear to describe which acts Administrator took under the Independent Administration of Estates Act without court authorization, or that no such acts were taken (CRC 7.250 and Local Rule 8.83 N).
o No Notices of Proposed Action are on file. See LR 8.100 B, although it appears, based on the pleading, that the Administrator took at least one act that required a NOPA.
• Line 19 on page 5 of the report contains the allegation that the court approved of the Settlement Agreement; that characterization does not appear correct: there was no petition for order nor order approving a settlement agreement filed in this matter.
• Please elaborate on the Administrator’s payment of legal fees and/or costs related to the Trust as reported beginning line 24 on page 5. Was that an act for which the Administrator had authority without court supervision? If so, please cite the statute of the probate code. Was it an act for which the Administrator was required to first provide notice of proposed action; did he provide notice of proposed action?
• Report paragraph 18 contains the allegation that a notice to creditors was filed in this case on 12/20/17; that date is prior to the opening of this case. Was notice to creditors actually mailed or not?
• Report paragraph 29 does not appear to comply with PrC§9202(b) (“is or has previously been confined”). See also PrC§216, Local Rule 8.83 F.
• Accounting: The Schedule identifiers (A, B, C, and D) as used in the Summary of Account do not agree with the Schedules themselves.
Recommend continuance to 11/18/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
PR-22-001133 ESTATE OF KIM LUANA CHENAULT, AKA KIM L. CHENAULT, KIM CHENAULT, KIM LUANA WEBSTER, KIM L. WEBSTER
Hearing on Order to Show Cause issued 12/18/25 to personal representative and reissued on 04/23/26:
To appear and show cause why should not be surcharged and/or removed from office for failure to appear on 12/18/25 and 04/23/26.
Failure to appear on 08/12/26 may result in sanctions, surcharge and/or removal of personal representative from office.
Discharge Review Hearing continued from 12/18/25, 04/23/26:
Receipts of distribution on file.
The personal representative has not yet submitted Judicial Council Form DE-295, Ex Parte Petition for Final Discharge and Order, with copies of the filed receipts attached.
Consider downloading the form from https://selfhelp.courts.ca.gov/jcc-form/DE-295.
Recommend court set aside the referral to the Public Administrator issued on the court’s own motion 04/23/26.
Appearance by Administrator (self-represented) mandatory (by VCourt if preferred).
PR-24-000047 A & T 2005 REVOCABLE TRUST
Related Decedent’s Estate matter PR-24-000104.
(1) Hearing on Petition for 1. Removal of Trustee; 2. Request for Temporary Order; 3. Modification of Trust; 4. Allocation of Trust Assets; 5. Accounting; 6. Intentional Interference with Expected Inheritance; 7. Elder Financial Abuse continued from 04/03/24, 05/23/24, 09/11/24, 12/10/24, 07/03/25, 12/03/25, 03/04/26, 03/26/26:
Objection filed – 03/26/24 (by Tina Marie Silva).
Possible long cause matter.
(2) Hearing on Tina Marie Silva’s Cross-Petition for Financial Elder Abuse and Isolation and Intentional Interference with Expected Inheritance and Objection of Tina Silva continued from 05/23/24, 09/11/24, 12/10/24, 07/03/25, 12/03/25, 03/04/26, 03/26/26:
Answer filed – 05/17/24 (by Julio Silva, Frank Silva and Susan Silva).
Possible long cause matter.
(3) Hearing on First Account and Report of Trustee and Petition for Approval of First Account and Report of Trustee (filed by Tina Marie Silva) continued from 03/26/26:
Objection filed – 02/06/26 (by Julio Silva)
Response to Objection filed – 03/18/26 (by Tina Marie Silva)
Need status.
Appearances required (by VCourt if preferred.
PR-24-000104 ESTATE OF ARTHUR F. SILVA, AKA ARTHUR SILVA
Related Trust matter PR-24-000047.
Hearing on Petition for Probate of Lost Will and for Letters of Administration with Will Annexed continued from 03/06/24, 04/03/24, 05/23/24, 09/11/24, 12/10/24, 07/03/25, 12/03/25, 03/04/26, 03/26/26:
Prior defects cured. Nothing filed since last hearing.
Objection filed - 02/28/24 (by Tina Marie Silva).
On 03/26/26, this matter was continued to trail related case PR-24-000047.
Appearances required (by VCourt if preferred).
PR-24-000821 ESTATE OF ALFONSO MIRANDA AYALA, AKA ALFONSO M. AYALA, ALFONSO AYALA
Account Review Hearing continued from 02/19/25, 02/19/26, 04/22/26:
Account Review Hearing will not be continued further.
Hearing on PrC§12200 Status Report of Administration:
Notice of Hearing not on file for interested party Violet B. See PrC§§12201, 1220.
Recommend continuance to 09/11/26 to allow time to perfect notice.
Appearance not required (by VCourt if preferred).
PR-24-001159 ESTATE OF JENNIFER ERIN BRASIL
Hearing on First and Final Report of Administrator and Petition for its Settlement, for Allowance of Compensation of Administrator’s and Attorney’s Ordinary and Attorney’s Extraordinary Services and Costs, and for Preliminary Distribution and Alternative Distributee continued from 03/25/26:
• As the court allowed on 03/25/26, Administrator in her Supplement requests the court approve additional administrative expenses for the endeavors described below be ordered payable from the distributive share of R. Duncan, in the amount of $895.00. Recommend approval.
• Submitted to court’s determination: Due diligence to locate the missing heir. As the court ordered on 03/25/26, Administrator has submitted a verified Supplement describing efforts to locate the second heir, R. Duncan, to include: published advertising, an heir search, and a request for records from the law enforcement agency (see pleading file-marked 07/02/26).
• Submitted to court’s determination: Original request for order that R. Duncan’s distributive share of this estate be held in an interest-bearing account in the name of the personal representative for five (5) years, and if after five years the heir has not reappeared, the account shall be distributed to the remaining heir of this estate, the personal representative.
Appearance by counsel required (by VCourt if preferred).
PR-25-000139 ESTATE OF ARMANDO CRUZ, AKA ARMANDO J. CRUZ
Inventory Review Hearing continued from 04/15/26:
Final Inventory and Appraisal on file.
Recommend court set an Account Review Hearing 02/03/27 pursuant to Local Rule 8.82 and refer the Administrator also to Probate Code sections 12200, and 9000 through 9399.
Appearance not required (by VCourt if preferred).
PR-25-000338 WALLACE FAMILY TRUST DTD NOVEMBER 22, 2021
Hearing on Petition for Order Determining Trust’s Title to Property [Probate Code §850, 17200.1] continued from 08/13/25, 12/11/25, 04/23/26:
Objection filed (08/13/25 – by Shirley Thomas)
On 04/23/26, Objector withdrew objection re venue.
On 04/23/26, the court indicated if this matter does not settle, the Court intends to set for trial. Counsel to meet and confer regarding trial dates.
Need status.
Prior note:
• Need new Proposed Order:
o Finding regarding notice was omitted [see PrC§1260].
o Hearing date, time and location omitted.
Hearing required.
Appearance by counsel and objector’s counsel required (by VCourt if preferred).
PR-25-000933 MATTER OF WALCZAK FAMILY TRUST
Hearing on Order to Show Cause issued to petitioner on 04/23/26:
To appear and show cause why case should not dismissed for failure to appear on 04/26/26, failure to cure defects in the Probate Notes.
Failure to appear on 08/12/26 will result in the case being dismissed.
Hearing on First Amended Petition (file-marked 09/08/25) to Confirm Trust Asset; and for Orders 1) Compelling Production of Trust Documents; 2) Confirming Real Property as Trust Asset, and 3) Instructing Distribution to Beneficiary continued from 12/18/25, 04/23/26:
Nothing filed since previous hearing. Prior Notes remain:
• Body of Petition omitted the names and mailing addresses of those entitled to notice (PrC§17201).
• Notice of Hearing was not filed on the mandatory judicial council forms. As this petition is filed pursuant to both Probate Code section 850 and section 17200, both forms DE-115, Notice of Hearing on Petition to Determine Claim to Property, and DE-120, Notice of Hearing-Decedent’s Estate or Trust, appear required. See PrC§851 and PrC§17203 for those who must be given notice.
• Does petitioner have access to the 1st amendment to the Trust and the original Trust document? If so, please file copies as exhibits attached to a verified pleading such as a Declaration.
• Prayer of the petition does not agree with the pleading title. The prayer did not include a request for court to compel production of documents, or instruct trustee to distribute.
• The Second Amendment to the Trust attached to the petition reflects that the asset at issue would be distributed to the petitioner only after the death of the surviving trustee; petitioner has not alleged that the surviving trustee (William Walczak) has passed away. Please provide points and authorities to support petitioner’s request that the court order distribution of the asset now, as it would appear to be contrary to the trust’s purposes; or, in the alternative, clarify what petitioner is seeking as to “distribution” as the pleading title and petition prayer do not agree.
Please see California Rules of Court rules 7.3 and 7.53 for the types of documents that may be filed to address these notes.
Recommend dismissal of entire case without prejudice.
Appearance by petitioner (self-represented) required (by VCourt if preferred).
PR-25-001166 ESTATE OF ROBERT BAGLEY, SR.
Hearing on Petition to Confirm Ownership of Property and for Wrongful Taking (PrC §850); for Double Damages (PrC §859); for Breach of Spousal Fiduciary Duty (FC §721); for Accounting; and for Attorney’s Fees and Costs continued from 12/16/25, 04/22/26:
On 12/16/25, the Court questioned jurisdiction as this appears to be a Civil case. On 04/22/26, the Court directed counsel to file Points and Authorities regarding jurisdiction where there is no underlying estate case. If not provided, the Court will Dismiss.
Points and Authorities (file marked 08/03/26) submitted to Judge for determination.
Hearing required.
Appearance by counsel required (by VCourt if preferred).
PR-26-000114 HANEY FAMILY TRUST U/A/D NOVEMBER 22, 1983
Hearing on Petition to Compel Accounting; For Breach of Fiduciary Duty and Removal (Probate Code §17200); for Elder Financial Abuse (WIC §15610.30 & 15657.5); and for Exemplary Damages and Attorneys’ Fees and Costs (Probate Code §§ 859 and 4231 et seq.) continued from 04/16/26:
Response and Objection filed – 04/10/26 (by Byron L. Haney)
Petitioner’s supplement addressed the issue of bond outlined in the prior note. Petitioner requests bond in the amount of $400,000.00 and requests the court order that successor trustee shall have no authority to sell real property without prior order of the Court.
On 04/16/26, the parties stipulated that an accounting shall be provided to petitioner within the next 60 days. Petitioner’s Notice of Failure of Trustee to Comply with Court Order (file marked 06/18/26) indicates the accounting has not yet been provided.
Response to Petitioner’s Notice (file marked 06/23/26) and Response to Respondent’s Response to Petitioner's Notice (file marked 07/21/26) submitted to Judge for determination.
Hearing required.
Appearance by counsel required (by VCourt if preferred).
PR-22-001064 ESTATE OF CLARA CONSTANCE NUNES, AKA CLARA C. NUNES
Hearing on Petition for Probate of Will and for Letters Testamentary:
This is a petition for appointment of a successor Administrator.
A petition for removal has been filed and was continued to 10/14/26.
The personal representative, Rickie James Perry, was suspended on 07/07/26 and Public Administrator has been appointed as Special Administrator.
The following defects must be addressed in the Petition (DE-111):
• Petition item 8 must include names as they are written in the Will; AKA’s may be used to identify the correct individuals.
• Petition item 8 must reflect dates of death of any heirs who are deceased.
• Item 8 omitted two of the beneficiaries recited in the Will; Specifically: Christine Perry and Haven Women’s Center.
• Declination of named co-executor not attached nor on file. See Local Rule 8.18.
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address these defects.
Petitioner may consider supplementing petition to provide the missing information.
Judicial Council forms are available for download here: https://www.stanislaus.courts.ca.gov/forms-filing/common-forms-packets
Declarations may be written on Judicial Council Form MC-030 Declaration or on pleading paper.
Proof of Service is Form POS-030.
The following defects must be addressed in the Court’s file:
• Notice of Petition to Administer Estate, Form DE-121, omitted notice to:
o State Attorney General (PrC§§8111, 1209).
o Women’s Haven Center. See PrC §15804.
o Tina Van Doren.
• Form DE-140, Proposed Order, not submitted.
• Form DE-150, Letters, not submitted.
Recommend continuance to 10/14/26 to coincide with previously set petition for removal and allow time to cure defects.
Appearance not required (by VCourt if preferred).
PR-25-000448 ESTATE OF ALICIA A. MENDOZA
Hearing on First and Final Account and Report of Administrator, and Petition for its Settlement on Waiver of Accounting, and for Final Distribution:
• Schedule of Proposed Distribution not included, which is required even when accounting is waived. See Local Rules 8.69 and 8.83M.
• Need new order. Proposed order submitted 06/04/26:
o Paragraph 4 (notice has been published) is incomplete. Also, it is phrased as petitioner’s allegations instead of the “court’s findings that notice is complete.” [see PrC§1260].
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address the defect in the Petition.
Recommend continuance to 09/11/26 to allow time to cure defect.
Appearance not required (by VCourt if preferred).
PR-25-000754 GEORGE GARY VENIOT LIVING TRUST DTD DECEMBER 5, 2006
Hearing on Respondent/Counter Petitioner, Dana Garth’s, Motion for Relief from Admissions Deemed Admitted, Leave of Court Allowing the Filing of Admissions:
SEE TENTATIVE RULINGS, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…
PR-25-000839 ESTATE OF JOYCE MARY MOORE, AKA JOYCE M. MOORE
Hearing on First and Final Account and Report of Personal Representative and Petition for its Settlement, for Allowance of Compensation of Personal Representative for Ordinary Services and Compensation of Attorney for Ordinary and Extraordinary Services, for Approval of Personal Representative’s Creditor’s Claim, and for Final Distribution:
• The total appraisal value as reflected on the Final I&A page 1 appears incorrect: a mathematical error resulted in a discrepancy of $0.01.
o Report paragraph 14 repeated the discrepancy.
• Paragraph 23 reflects that the personal representative executed preliminary distribution of personal property to the decedent’s three heirs purs. to PrC§10520 after serving a Notice of Proposed Action.
o That appears to have been an unauthorized preliminary distribution. PrC§10520 authorizes specific distributions without prior court approval, but the distributions must be made to persons so entitled under a decedent’s will. This is an intestate proceeding, and as such, none of the specific situations described in PrC§10520 would appear to apply; therefore, PrC§11620 applies, which requires an administrator to file a noticed petition for the court’s approval before making a preliminary distribution. Please address.
• Accounting: Schedule D-1 (Advances and Reimbursements, by and to the personal representative) appears to contain a mathematical error: the total of the items from line 5 to line 8 is $500.32, a difference of $2.00. The alleged reimbursement due to the personal representative would therefore (appear to) be $0.32. This also impacts Schedule I (Proposed Distribution).
Recommend continuance to 09/11/26 to allow time to cure defects.
Submit to court whether to schedule a “prove-up” hearing specifically as to the personal representative Creditor’s Claim, which the court required be set for noticed hearing (ref. Minute Order issued 03/26/26).
Appearance by counsel required for setting of short-cause hearing as to Creditor’s Claim (by VCourt if preferred).
PR-26-000638 SYLVIA T. RODRIGUES 2015 TRUST
Hearing on Petition for Modification and Termination of Trust:
Recommend approval of petition.
Appearance not required (by VCourt if preferred).
PR-26-000724 ESTATE OF KENNETH RAY ADKINS, AKA KENNETH R. ADKINS
Hearing on Spousal Property Petition:
If no one appears to object, Recommend approval of Petition.
Appearance not required (by VCourt if preferred).
PR-26-000731 ESTATE OF ZAVEN BERGHOUDIAN
Hearing on Petition to Determine Succession to Primary Residence:
• Attachment 8 (Inventory and Appraisal, Judicial Council Form DE-160): Item 5 was omitted (re: change of ownership statement); Property Tax Certificate [Probate Code 8800(d)] may be necessary.
• Attachment 11 omitted statement including facts showing the property was decedent’s primary residence in California [see petition item 11(2)].
o An extra attachment, not identified in the body of the petition, labeled “Proof of Residency” was attached. Item 11(2) requires a statement of facts, not supporting documentation. The attachment does not cure this Note.
• Attachment 11 omitted statement including facts showing the asset was decedent’s separate property [see petition item 11(3)].
• Attachment 14 did not include ages or status as adults/minors.
• Copy of grant deed showing current title was not attached or provided on separate pleading. See Local Rule 8.99.
• Notice of petition not on file (PrC§13151).
• Notice of Hearing not on file (PrC§§13153, 1220).
• Proof of mailing not on file for the Department of Health Care Services, nor Declaration that notice is not required (see Local Rule 8.17 and PrC§215).
Recommend continuance to 11/17/26 to allow time to cure defects, perfect notice.
Appearance not required (by VCourt if preferred).
PR-26-000734 ESTATE OF SUSANA BITTNER
Hearing on Petition for Letters of Administration:
Waivers of Bond on file for all intestate heirs.
Recommend approval of petition.
Recommend Inventory Review Hearing 02/11/27 pursuant to Local Rule 8.41B.
Appearance not required (by VCourt if preferred).
PR-26-000737 ESTATE OF ANGELA CHASE
Hearing on Petition for Probate of Lost Will and for Letters Testamentary:
• Petition item 8:
o Must include all those named in the will, even if they are not devisees; e.g.: decedent’s husband’s children who are specifically disinherited. [These three people were already given mailed notice (filed 07/21/26).]
o Includes multiple people that the petitioner identified as decedent’s siblings, all of whom were described by decedent as her children in her will. What is their legal familial relationship to the decedent?
o Appears to misstate multiple relationships, for example, T. Johnson is labeled as decedent’s grandson, but also as the son of decedent’s deceased granddaughter Ariel Chase, who is herself labeled as the daughter of decedent’s deceased brother, M. Chase. In addition to correcting the relationships in petition item 8, please prepare a family tree and attach it to a verified pleading, either a supplement, amendment to the petition, or amended petition (see California Rules of Court rules 7.3 and 7.53).
• Attachment 3f(3) to the Petition purports itself to be a Declaration regarding the request to admit a lost will pursuant to PrC§6124 but it does not appear to address the second requirement of that code section. Per the Declaration, the will was last in the testator’s possession at the time of her death, which, if the testator was competent at the time of her death, then the evidence would appear to show that the presumption must apply. Was the testator competent until death?
• Form DE-121, Notice, file-marked 07/16/26, includes notice to multiple people whose names are spelled differently than the petition. The names need to match.
• Mailed notice not on file for the people having legal custody of the three heirs who petitioner described as being minors. See CRC 7.51(d).
• Affidavit of publication not on file.
• Proposed Order not yet submitted. See PrC§8223 (copy of lost will must be attached, and the word “lost” added to item 2c(2), the order admitting the will to probate).
• Proposed Letters submitted 07/15/26: the executor’s name was omitted from item 1 I the left-hand column.
Recommend continuance to 11/18/26 to allow time to cure defects, perfect notice.
Appearance not required (by VCourt if preferred).
PR-26-000743 ESTATE OF FRANKLIN THOMAS RODRIAN, AKA FRANKLIN THOMAS RODRIAN, JR.
Hearing on Petition for Probate of Lost Will and for Letters Testamentary:
• Petition item 6 was left blank (to be completed when decedent is not survived by issue).
• Attachment 3f(3) was omitted from Petition (declaration regarding lost will purs. PrC§6124).
• Proposed Order does not have the word “Lost” inserted in item 2c(2) (admission of Will), nor are the terms of the lost will (in this case, a copy of the lost will) attached to the proposed Order. See PrC§8223.
Recommend continuance to 09/11/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
THURSDAY, AUGUST 13, 2026
Department 22
8:30 a.m.
PR-21-000286 ESTATE OF JUDITH AUGUSTA DEROSA, AKA JUDITH A. DEROSA
Account Review Hearing:
• Neither Petition for Final Distribution nor PrC§12200 Status Report are on file at the time of review. See Local Rule 8.82.
Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 90 days if estate is not in a position to be closed.
Recommend continuance to 02/24/27 to allow time for filing of above pleadings.
If neither pleading is on file by the next hearing date, the court may issue an order to show cause for personal representative to appear pursuant to PrC§12202.
Appearance not required (by VCourt if preferred).
PR-22-001172 ESTATE OF BRENDA GAIL MILLER
Account Review Hearing continued from 04/14/26:
On 04/14/26, the Court ordered the personal representative to file a PrC§12200 Status Report with Notice of Hearing within 90 days if estate is not in position to be closed.
• Neither Petition for Final Distribution nor PrC§12200 Status Report are on file at the time of review. See Local Rule 8.82.
Recommend court issue Order to Show Cause to personal representative and personal representative’s counsel to be personally present pursuant to PrC§12202:
o To show condition of estate and why estate cannot be distributed and closed;
o So that court may order personal representative to prepare and file a First Account Current at the court’s discretion pursuant to PrC§12202(b).
o Noncompliance may result in removal of personal representative from office (PrC§§12204, 8500).
Appearance by Administrator and Administrator’s counsel required (by VCourt if preferred).
PR-23-000289 MATTER OF MACHADO FAMILY CREDIT BYPASS TRUST
Hearing on Motion for Consolidation of Trials of Related Actions continued from 07/07/26, 07/30/26:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…
Hearing on Motion to Quash Subpoena for Business Records or, in the Alternative, to Modify or Limit the Subpoena, and for Monetary Sanctions continued from 07/21/26, 07/30/26:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…
PR-24-000404 ESTATE OF JOHN MARTINEZ AYOLT HETTINGA, AKA JOHN M.A. HETTINGA AKA JOHN HETTINGA
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 05/19/27 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).
PR-25-000133 MATTER OF ALBERT ISSACO REVOCABLE LIVING TRUST
Hearing on Order to Show Cause issued 04/29/26 to petitioner’s counsel, D. Karpel:
Order to Show Cause will be discharged as petitioner has filed a Substitution of Attorney.
Hearing on Petition for Order: 1. Requiring Sam David to File an Account and Report; 2. Requiring Sam David to Return Stolen Funds; 3. Invalidating the Restatement Signed by Albert Issaco on September 9, 2024; 4. Removing Sam David as Trustee continued from 06/18/25, 12/17/25, 04/29/26:
Notice has not been perfected in more than twelve months. Prior Notes remain:
• Notice of Hearing (Form DE-115 file-marked 03/03/25) gave the incorrect address for this court. This court is located at 801 10th Street, Modesto. The clerk’s office is located on the Fourth floor, and this courtroom, Department 22, is located on the Sixth floor.
• Notice of Hearing (Form DE-115 file-marked 03/03/25) did not contain the complete correct title of the pleading purs. CRC rule 7.50.
• Pursuant to CRC rule 7.51(2), notice mailed to a person in care of another person is insufficient unless the person entitled to notice is an adult and has directed the party giving notice in writing to send the notice in care of the second person.
o If the person to receive notice is represented by an attorney, notice should be mailed to the party and to his/her attorney per CRC7.51(b) and PrC§1214.
• Notice of Hearing not on file for the Trust Protector named in the Restated Trust (Alan Eighmey).
Objection filed – 05/22/25, by Respondent/Trustee.
On 12/17/25, the court ordered all defects cured and notice to be perfected prior to today’s hearing or the matter may be dismissed.
As a new attorney substituted on for petitioner two months ago, the court will continue this matter on its own motion to allow time to perfect notice. This will be the last continuance for this purpose; if notice is not perfected by the next hearing, the case will be dismissed. The courtroom clerk will mail copies of this Minute Order to counsel.
Matter will be continued to 12/08/26.
Appearance not required (by VCourt if preferred).
PR-25-000167 ESTATE OF LINCOLN WACHIRA WAITIKI
Hearing on Order to Show Cause issued 04/15/26 to personal representative:
• To appear and show cause why the court should not impose sanctions, and/or surcharge, or remove the personal representative from office, for failure to appear on 04/15/26 and for failure to file a Final Inventory and Appraisal.
Inventory Review Hearing continued from 10/08/26, 04/15/26:
Nothing filed since previous hearing. Prior Notes remain:
Letters were issued 04/08/25; Inventory and Appraisal was therefore due 08/08/25.
On 10/08/25, the court directed that the Inventory and Appraisal must be filed before this hearing, and that a PrC§12200 Status Report would be due, if Petition for Final Distribution is not on file. Neither Final Inventory and Appraisal, Petition for Final Distribution, nor PrC§12200 Status Report are on file.
• Recommend court suspend the Administrator purs. to PrC§8500 for failure to abide by the court’s orders.
• Recommend court appoint the Public Administrator as Special Administrator with general powers. Recommend court request the Public Administrator to prepare a Report of the status of this estate and file it with the court before the next hearing, and serve a copy on the interested parties.
• Recommend continuance of Order to Show Cause to Administrator for surcharge and / or removal from office pursuant to PrC§8500.
• At the next hearing, the court may instruct the Public Administrator to seek appointment as successor personal representative of this estate.
Appearance by Administrator and Administrator’s counsel required (by VCourt if preferred).
PR-25-000204 ESTATE OF ANTHONY LOBIANCO
Inventory Review Hearing continued from 04/29/26:
Final Inventory and Appraisal is on file.
• Inventory and Appraisal omits characterization of decedent’s property (community or separate property) [PrC§8850(c)]. This information will be needed prior to the closing of the estate.
Recommend Account Review Hearing 03/16/27 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).
PR-25-000754 GEORGE GARY VENIOT LIVING TRUST DTD DECEMBER 5, 2006
(1) Hearing on Petitioners, Richard Pmares and Dana Garth’s, Motion to Dismiss for Lack of Subject Matter Jurisdiction, Lack of Standing, Fraud on the Court, Expiration of Time Limits, and No Legal Claiom; or in the Alternative Improper Venue:
SEE TENTATIVE RULINGS, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…
(2) Hearing on Petition to Confirm Trust Asset, to Cancel Instrument, for Slander of Title, and for Damages (Probate Code §§850, 859, CC §3412) continued from 12/10/25, 04/23/26:
No defects in petition.
(3) Hearing on Verified Counter Petition to Confirm Trust Property and Demand Return of Said Property; to Compel Production of Accounting and Trust Records; for Removal of Imposter Successor Trustee; for Surcharge Damages; for Breach of Fiduciary Duty; for Double Damages; Failure to Preserve Trust Assets; for Fees and Costs (by Richard Pomares and Dana Garth) continued from 04/23/26:
• Petition refers to Exhibits 1-13. Exhibit documents were not included behind the exhibit pages.
• Copy of Trust was not attached.
• Notice of hearing not on file at time of review.
Nothing filed since last hearing.
On 04/23/26, the Court continued this petition to allow time to cure defects and indicated it may strike counter petition if defects not cured.
Submitted to Judge for determination if counter petition should be stricken for failure to cure defects.
Appearance required (by VCourt if preferred).
PR-25-001178 ESTATE OF ARCHIE LANE, AKA ARCHIE C. LANE
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
• Inventory and Appraisal omits characterization of decedent’s property (community or separate property) [PrC§8850(c)]. This information will be needed prior to the closing of the estate.
Petition for Final Distribution has been filed and set for hearing on 09/29/26.
Hearing of 09/29/26 will be confirmed.
Appearance not required (by VCourt if preferred).
PR-26-000073 MATTER OF DONALD AND MARY ANN MCBRIDE LIVING TRUST, AKA TRUST OF MARY ANN MCBRIDE
Hearing on First Amended Verified Petition to Compel Accounting; for Removal of Trustee; for Instructions; and for Other Relief continued from 04/15/26:
Notice appears complete. Petitioner has filed points and authorities.
• Prior Note: Exhibits B, C, D, E, F, G, and H were not attached, nor were they separately filed contemporaneously with or after the Amended Petition. Any Declarations or Supplements filed after the original petition applied to the original petition, and were superseded by the filing of this Amended Petition.
o In response to this Note, petitioner filed a Declaration disagreeing with the Probate Note, and asserting that the First Amended Petition did not modify the “substance” of the Exhibits, that they were filed with the Court and are part of the Court record, and were “hereby incorporated by reference”. Submit to court’s determination.
Response filed – 03/20/26, by Trustee Monica Ramos. The Response does not appear to oppose, object to, or respond to any of the relief sought in the petition; rather the “Response” independently asked the court to approve the accounting attached and the proposed distribution “in accordance with” the unsigned “Receipt of Distribution” attached as part of Exhibit A. See PrC§16063(b).
• On 04/15/26, the court directed that a petition to approve any accounting must be filed and set for hearing purs. to PrC§§1060.
Need status.
Appearance by petitioner (self-represented) and Respondent’s counsel required (by VCourt if preferred).
PR-26-000159 MATTER OF AUBREY G. AND ELIZABETH HAMLOW 1982 TRUST
Hearing on Amended Petition (file-marked 06/12/26) for Order Confirming Trust Assets and Directing Transfer of Assets continued from 04/28/26:
Prior Notes have been cured.
• New Note: The last page of the amended pleading (second page of Exhibit F) is described as the supporting documentation to show that EQ Shareholder Services account ending 8395 is in the Trustor’s name; the number “8395” appears nowhere on that document. This was not noted as a defect in the original Petition, so the Probate Examiner compared this exhibit to the corresponding Exhibit (B) attached to the Supplement file-marked 03/25/26 (which was, of course, superseded by the filing of the Amended Petition). The document attached to the Supplement appeared sufficient to Examiner, whereas the Exhibit attached to the Amended Petition appears insufficient. Please address.
• Need new proposed Order.
Recommend continuance to 10/02/26 to allow time to cure defect.
Appearance not required (by VCourt if preferred).
PR-26-000206 DON MURRISON 2005 FAMILY TRUST
Hearing on Verified Petition to (1) Remove Trustee; (2) Compel Accounting; and 3) Appoint Successor Trustee continued from 05/05/26:
Nothing filed since last hearing. Prior note remains:
• Body of Petition omitted the names and mailing addresses of those entitled to notice (PrC§17201).
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address these defects.
Need status.
Appearance by counsel required (by VCourt if preferred).
PR-26-000223 ESTATE OF CAROL ILENE BOGDANICH, AKA CAROL BOGDANICH
Hearing on Amended Petition (file-marked 07/15/26) for Letters of Administration continued from 04/29/26:
Most prior notes have been cured.
• Affidavit of publication not on file. See Local Rule 8.12.
Appearance by petitioner (self-represented) required (by VCourt if preferred).
PR-26-000239 ESTATE OF SHERWIN YATES RHINEHART
Hearing on Petition for Probate of Lost Will and for Letters Testamentary continued from 04/29/26:
• The proof of service file-marked 07/14/26 does not cure the prior notes regarding incomplete notice, as the service was of the Form DE-121 file-marked 03/09/26, which gave notice of the hearing on 04/29/26. Those who were required to be given notice but were not must be given timely notice of the hearing on the petition at least fifteen days before the hearing purs. to PrC§8110. Notice is therefore incomplete on the minors.
• Proposed Order submitted 07/14/26 has the last page of the lost will attached twice.
• Declaration of counsel file-marked 07/14/26, pursuant to PrC§6124 regarding a lost will, includes allegations based on knowledge and belief of the petitioner, but was not verified by the petitioner. Additionally, the Declaration addresses only one prong of PrC§6124 and not the second: Was the testator competent until death? Lastly, the information presented regarding who was last in the possession of the will appears to include conclusory statements; once other defects are cured, recommend court set a prove-up hearing.
Recommend continuance to 09/11/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
PR-21-000536 ESTATE OF JESUS PLANCARTE-BOCANEGRA AKA JESUS PLANCARTE BOCANEGRA
Hearing on Petition for: 1. Apportionment of Statutory Attorney’s Compensation; 2. Reimbursement of Costs Advanced; and 3. Interim Extraordinary Fees of Attorney:
REVIEW IN PROGRESS. PLEASE CHECK BACK.
PR-24-000128 ESTATE OF CHARLES QUINTON HEMINGWAY
Hearing on PrC §12200 Status Report:
• Notice of Hearing not yet on file.
On 07/30/26, the Court signed an order approving a settlement agreement.
Recommend court drop hearing on PrC§12200 Status Report.
Appearance not required (by VCourt if preferred).
PR-24-000709 ESTATE OF CONSUELO GLADYS QUINTERO
Hearing on First and Final Account and Report of Administrator and Petition for its Settlement, for Allowance of Statutory Compensation to Administrator and Attorney, for Costs of Administration, Reserve for Closing Expenses and for Final Distribution:
Beginning and ending date of account period omitted from Summary of Account (Exhibit B). As this is the only defect, please note it for future accountings.
Recommend approval of Account and Petition.
Recommend Discharge Review Hearing 02/25/27 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
PR-25-000721 ESTATE OF EDWARD DWIGHT MORROW, AKA EDWARD D. MORROW, EDWARD MORROW
Hearing on Report on Waiver of Account, Petition for Allowance of Compensation to Attorneys for Ordinary Services, for Reimbursement of Costs Advanced and for Final Distribution:
In order to comply with Local Rule 8.87, please file a copy of the First Amendment to the Morrow Family Trust as a separate pleading, with a cover sheet that complies with filing requirements, labeling the document as an “Assignment of Interest”. Assignments of Interest are to be notarized (which the Amendment is) but must also be separately filed not attached to any other document (such as in the case of an Exhibit).
Recommend court vacate Account Review Hearing of 11/10/26.
Recommend continuance to 10/02/26 to allow time to cure defect.
Appearance not required (by VCourt if preferred).
PR-26-000641 MATTER OF JOSHUA McCLAIN AND EDITH McCLAIN FAMILY TRUST
Hearing on Petition of Linda Peterson for Instructions, Determination of Trust Terms, Trustee Authority, Beneficiary Rights, and Declaratory Relief Regarding the Administration, Interpretation, and Distribution of the Trust:
REVIEW IN PROGRESS. PLEASE CHECK BACK.
PR-26-000757 ESTATE OF EVELYN IONE WILLIAMS
Hearing on Petition for Letters of Administration:
• Petition item 2 omitted the name of the proposed personal representative.
• Petition item 8 included second generation heirs but not the deceased ancestor through which they take (please see Local Rule 8.26 E).
• An individual named in item 8 is alleged to have survived decedent but since passed away. The successors-in-interest of that individual are not clearly identified, nor is the personal representative of that individual’s estate. See California Decedent’s Estate Practice Guide, Local Rule 8.14 A, and California Rules of Court rule 7.51.
o If there is an estate proceeding commenced for the estate of this deceased heir, please file a copy of the Letters; if the Letters were issued in a county other than this one, the Letters must be certified.
• Affidavit of publication not on file.
• Form DE-121, Notice of Petition, did not include notice to the personal representative of the estate of this decedent’s sole heir.
Recommend continuance to 23 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
PR-26-000759 ESTATE OF GURBAKSH KAUR UPPAL
Hearing on Amended Petition (file-marked 07/21/26) for Probate of Will and for Letters Testamentary (filed by K. Uppal):
REVIEW IN PROGRESS. PLEASE CHECK BACK.
PR-26-000761 ESTATE OF EDWIN W. CROSBY, SR.
Hearing on Petition for Letters of Administration:
• Form DE-147 Duties and Liabilities not on file.
• Affidavit of publication not on file. See Local Rule 8.12.
• Forms DE-140 and DE-150, Proposed Order and Letters, not submitted.
Recommend continuance to 09/04/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
PR-26-000781 ESTATE OF BILLY EDWARD ADAMS
Hearing on Petition for Letters of Administration:
• Petition item 8 omitted address for one of the relatives.
• Affidavit of publication not on file.
Recommend continuance to 09/11/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
FRIDAY, AUGUST 14, 2026
Department 22
8:30 a.m.
PR-23-000976 ESTATE OF DENNIS BRADFORD
Hearing on First and Final Report of Administrator; for Allowance of Attorney’s Fees Upon Waiver of Accounting and for Final Distribution Pursuant to Agreement of Heirs continued from 07/22/26:
Prior defect cured.
Recommend approval of petition as supplemented.
Recommend Discharge Review Hearing 02/25/27 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
PR-26-000021 ESTATE OF JOHN DALE CHURCH, AKA DALE CHURCH
Hearing on Amended Petition (file-marked 02/17/26) for Letters of Administration continued from 02/18/26, 04/17/26, 07/10/26:
Prior Notes were cured.
Recommend approval of amended petition.
Recommend Inventory Review Hearing 02/23/27 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).
PR-26-000369 ESTATE OF GRACE TRUNCALI
Hearing on Petition for Probate of Will and for Letters of Administration with Will Annexed continued from 06/16/26:
Nothing filed since previous hearing. Prior Notes remain:
• Petition item 8 must include names as they are written in the Will and codicils; AKA’s may be used to identify the correct individuals.
• The Will dated 07/14/1988 is not self-proving per Local Rule 8.23. Proof of Subscribing Witness (Form DE-131) not on file.
• The second codicil dated 09/22/20 is not self-proving: witness affirmation was not dated. Proof of Subscribing Witness (Form DE-131) not on file.
• Form DE-121, Notice of Petition, not on file for those named as executor and alternate executor. See Local Rule 8.14 and PrC§8110(b).
o Petition item 8 reflects that the address for the person first named as executor is unknown to petitioner. A Declaration of Due Diligence reflecting petitioner’s efforts to locate and serve that interested person has not been filed. See California Rule of Court 7.52 and Local Form FL009 Declaration of Due Diligence available for download on the court’s website here, under “Probate Forms”: https://www.stanislaus.courts.ca.gov/forms-filing/common-forms-packets
• Affidavit of publication not on file. See Local Rule 8.12.
• Form DE-150, Proposed Letters, not submitted.
Recommend court set deadline for defects to be cured or case maybe dismissed.
Appearance by counsel required (by VCourt if preferred).
PR-26-000461 ESTATE OF SALVADOR RODRIGUEZ
Hearing on Spousal Property Petition continued from 07/16/26:
Petitioner responded to the prior Probate Notes by filing a verified Supplement on 07/30/26. Prior Notes have been addressed. Submitted to court for determination.
Hearing required.
Appearance by counsel required (by VCourt if preferred).
PR-26-000578 ESTATE OF LAWRENCE FANNAR DAVIS
Hearing on Petition for Letters of Administration continued from 07/16/26:
For future filings in this county, please ensure Petition item 8 properly labels the proposed personal representative (Local Rule 8.26 D).
Nothing filed since last hearing. Prior notes remain:
• Notice of Hearing is defective: the incorrect court address is reflected on the pleading. Need new notice.
• Waivers of bond [Form DE-142/DE-111(A-3e)] not on file for all intestate heirs. Personal representative resides out of state. See PrC§8571. Bond may be required at the court’s discretion. Bond matter will be submitted to court for determination.
When defects are cured, please be prepared to inform the Court if there are any known California creditors or liabilities of the estate.
Recommend continuance to 09/18/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).