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 6/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, FEBRUARY 19, 2026
Department 23
8:30 a.m.
PR-24-000291 ESTATE OF MUSED AHMED ZOKARI, AKA MUSED A. ZOKARI
Hearing on First and Final Report of Executor on Waiver of Account and Petition for Allowance of Compensation to Attorneys for Ordinary Services, and for Final Distribution continued from 11/05/25, 12/10/25:
Prior Notes have been cured. Pursuant to verified Declaration, liabilities of the estate (attorney’s statutory compensation) will be secured by a recorded promissory note.
Recommend approval of Report and Petition.
Recommend court set Discharge Review Hearing 08/20/2026 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
Department 22
8:30 a.m.
PR-24-000502 ESTATE OF HASKELL LEON MOORE
Hearing on First and Final Report of Administrator and for Final Distribution and for Allowance of Statutory Compensation to Administrator and Attorney for Ordinary Services and Reimbursement of Costs Expensed continued from 11/04/25:
Prior defects cured.
Recommend approval of petition as supplemented.
Recommend Discharge Review Hearing 08/20/26 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
PR-24-000632 ESTATE OF CRISANTA DIAZ ORDAZ, AKA CRISANTA DIAZ
(1) Account Review Hearing:
Recommend court drop the Account Review hearing.
(2) Hearing on Report of Administration; Petition for Final Distribution; for Order on First and Final Account; for Approval of Statutory Personal Representative’s fees; for Approval of Statutory Attorneys’ Fees; for Approval of Costs continued from 01/22/26:
On 01/22/26, the petition was approved pending counsel’s submission of proposed order with Points and Authorities briefing his disagreement with probate notes. Points and Authorities not on file at time of review.
Examiner’s prior notes for reference:
• The finding with the court’s approval of the report is sufficient. It does not appear necessary for the court to adopt the verbiage that the court-ordered distribution occur “subject to liens” for unpaid attorney’s fees/costs.
• Please remove this language from paragraphs 6, 7, 8 and 9 on pages 5 and 6 of the proposed order.
• This language would appear to suggest that counsel may be planning to record a lien prior to the administrator’s conveyance of the real property, rather than recording a lien after administrator distributes the property as pled.
o Once the court approves the attorney’s fees, the attorney will be able to record an Abstract of Judgment with the County Clerk Recorder’s Office; alternatively, the administrator and counsel could have agreed to seek the court’s approval to issue a promissory note and record it as a deed of trust on the real property. It does not appear necessary for the court to adopt the verbiage that the court-ordered distribution occur “subject to liens” for unpaid attorney’s fees.
Appearance by counsel required (by VCourt if preferred).
If a new proposed Order is submitted that corrects the Notes above and/or includes Points & Authorities for Judicial Review an appearance will not be required. Court will set a Discharge Review Hearing for 08/20/26 pursuant to Local Rule 8.92.
PR-24-000821 ESTATE OF ALFONSO MIRANDA AYALA, AKA ALFONSO M. AYALA, ALFONSO AYALA
Account Review Hearing:
See Local Rule 8.82 and also Probate Code sections 12200, and 9000 through 9399. Neither Petition for Final Distribution nor PrC§12200 Status Report are on file.
Please review your responsibilities in the Duties and Liabilities, Form DE-147, you signed and filed.
Appearance by Administrator (self-represented) required (by VCourt if preferred).
PR-24-000883 MATTER OF KENNETH J. OCKEY REVOCABLE TRUST
3) Hearing on Motion for Relief from Waiver of Discovery Objections continued from 01/29/26:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…
2) Hearing on Motion to Compel Further Answers to Respondent Roxanne Ockey’s Form Interrogatories, Set One, and for Sanctions continued from 01/08/26, 01/29/26:
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 to Set Aside Trust Amendment; Damages for Financial Elder Abuse and Neglect continued from 11/05/24, 03/26/25, 08/20/25:
Need status of meet-and-confer.
On 08/20/25, the court directed parties to file a joint status report or each file a separate status report before this hearing. Not on file from Petitioner.
Per Respondents’ report file-marked 02/04/26, a response has not been filed yet due to an existing extension agreement.
Appearance by counsel required (by VCourt if preferred).
PR-24-000964 ESTATE OF MANUEL GARCIA
Inventory Review Hearing:
Letters Issued 08/21/25. Inventory and Appraisal due 12/21/25.
Inventory and Appraisal not on file at time of review.
Recommend continuance to 06/17/26 to allow time to file above pleading.
Appearance not required (by VCourt if preferred).
PR-24-001034 ESTATE OF LETA MAZINE LUTZ, AKA LETA M. LUTZ, AKA LETA LUTZ
Account Review Hearing:
Recommend court drop this hearing as Petition for Final Distribution was continued to 03/25/26.
No appearances.
PR-24-001186 ESTATE OF KATHLEEN ROSE HARLAN, AKA KATHY R. HARLAN, AKA KATHY HARLAN
(1) Account Review Hearing:
Recommend court drop the Account Review hearing.
(2) Hearing on Amended (file marked 02/04/26) First and Final Report of Executor on Waiver of Account and Petition for Allowance of Executor Fee, Attorney Compensation for Ordinary Services, for Reimbursement of Costs, and for Final Distribution of Estate continued from 10/22/25:
Prior defects cured by the Amended Petition.
New Note:
• Paragraph 22, Page 7, requests that petitioner be authorized to pay the estate of former administrator, Sherwin Yates Rhinehart, compensation in the sum of $9,900.00. Proof of issued Letters of Mr. Rhinehart’s estate is not on file.
Request for extraordinary compensation will be submitted to court for determination once defects are cured.
Recommend continuance to 04/17/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
PR-25-000004 ESTATE OF MAYRA EDITH PENA, AKA MAYRA PENA
Hearing on Amended Petition for Letters of Administration (file marked 06/09/25) continued from 02/19/25, 06/18/25, 10/21/25:
Requested bond of $280,000.00 does not appear adequate based on estimated value of estate alleged in the petition ($780,000.00).
May need new Order once court determines bond.
Bond matter submitted to judge for determination.
A second supplement was filed adding an alias for decedent. Recommend court direct Clerk’s Office to update the name of the decedent to include AKA MAYRA PENA
Appearance by counsel required (by VCourt if preferred).
PR-25-000130 ESTATE OF ROBIN LAUREEN JOB
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
• Inventory and Appraisal omits characterization of decedent’s 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 03/03/26.
Hearing of 03/03/26 will be confirmed.
Appearance not required (by VCourt if preferred).
PR-25-000679 ESTATE OF WILLIAM P. WILLETTE, AKA WILLIAM PIERCE WILLETTE, WILLIAM WILLETTE
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
A Petition for Final Distribution has been filed and set for hearing 03/11/26.
Hearing of 03/11/26 will be confirmed.
Appearance not required (by VCourt if preferred).
PR-25-000719 ESTATE OF MARA POPOVIC-DYKZEUL, AKA MARA POPOVIC
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
A Petition for Final Distribution has been filed and set for hearing 04/16/26.
Hearing of 04/16/26 will be confirmed.
Appearance not required (by VCourt if preferred).
404060 ESTATE OF HAROLD HENRY SIMIDIAN
Hearing on First and Final Report on Waiver of Account, Petition for Allowance of Compensation to Attorneys for Services and for Final Distribution:
• Schedule showing Gains/Losses not attached as required by CRC 7.550(b)(6).
• Body of petition appears not to order specific distribution sought. See CRC 7.651, Local Rule 8.83M.
• Notice of Proposed Action must be filed, with affidavit of mailing attached, per Local Rules 8.83 N and 8.100.
• Need order.
Recommend continuance to 03/10/26 to coincide with previously set Account Review Hearing and allow time to cure defects.
Appearance not required (by VCourt if preferred).
PR-23-000207 ESTATE OF FELIX VEGA
Hearing on Petition to Confirm Ownership of Property and for Return of Personal Property Purs. to PrC§850; for Double Damages; for Wrongful Withholding Purs. PrC§859; and for Attorney’s Fees and Costs:
• Prayer of petition includes request for relief omitted from the pleading title: court order that respondent (Bank of America) provide an accounting of all personal property owned by decedent from the date of his death to present.
o Notice appears defective, then, for not reflecting the complete cause of action.
• It does not appear that the Notice of Hearing file-marked 01/22/26 reflected personal service of the notice and a copy of the petition on the respondent’s D. Alvarez or Y. Liu. See PrC§851, CCP§§413.10 et seq.
• It does not appear that the Notice of Hearing file-marked 01/22/26 included service of notice on an agent at the central location (in California) designated for service of legal process by Bank of America. See CCP§§684.110, 684.115.
o If counsel for respondent Bank of America appears, recommend court enquire if the respondent has elected to treat service as effective.
An ex parte request to continue the hearing and extended respondent’s deadline to respond to petition has been submitted for the court’s approval. If the court adopts the probate note, the ex parte request will be returned for being moot; if the court does not adopt the probate note, ex parte request will be submitted to the court for determination.
Recommend continuance to 06/16/26 to allow time to cure defects, perfect notice.
Appearance not required (by VCourt if preferred).
PR-24-000135 ESTATE OF ANDREW H. WOODS
Hearing on Report of Executor on Waiver of Account and Petition for Allowance of Statutory Compensation to Attorney for Ordinary Services, for Costs of Administration and for Final Distribution:
Note has been cured.
Recommend approval of Report and Petition.
Recommend court vacate Account Review Hearing of 02/10/27.
Recommend Discharge Review Hearing 08/20/26 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
PR-24-000188 ESTATE OF KEVIN LEE WADDELL
Hearing on Waiver of First and Final Account; Report of Administration; Allowance of Compensation to administrator for Ordinary Services; Allowance of Compensation to Attorney for Ordinary Services; Request for Reimbursement to Lynn D. Waddel; Request for Reimbursement Attorney Nieradzik; and Petition for Final Distribution:
Recommend approval of petition as supplemented.
Recommend Discharge Review Hearing 08/20/26 pursuant to Local Rule 8.92.
Recommend court vacate Account Review Hearing 04/26/26.
Appearance not required (by VCourt if preferred).
PR-25-000135 ESTATE OF DEBRA ANN McVAY, AKA DEBRA A. McVAY, DEBRA McVAY, DEBBIE McVAY
Hearing on PrC§12200 Status Report of Administration:
Notice appears complete.
Letters issued 08/13/25. Inventory and Appraisal due 12/15/25. Final Inventory and Appraisal not on file.
Report reflects that the decedent’s intestate heir recently passed.
Recommend court order Guardian ad litem, Lynn Campama, relieved.
Recommend court allow estate to remain open, order Inventory and Appraisal filed within 90 days, and set a further Account Review Hearing 11/04/26.
Appearance not required (by VCourt if preferred).
PR-25-001129 MATTER OF GEORGE W. MOORE TRUST
Hearing on Petition for an Order to Confirm Validity of Trust; Confirm Trustee; and Confirm Asset to Trust:
Notice appears complete as to those interested in trustor’s estate and the Trust, but not as to those interested in the estate of trustor’s late wife, Peggy Moore.
• The facts presented in this matter are that the title of the real property at issue is currently held in the name of the Trustor and his late wife (Peggy Moore), as husband and wife. According to the petition, a (valid) court order determining that the trustor’s late wife’s interest in the real property passed to the trustor has not been located. It therefore appears premature for the court to approve this petition, when the trustee has not shown that they have a claim to the property interest belonging to the trustor’s late wife. [Petitioner has argued that the trustor believed he held title, but petitioner has shown that trustor did not hold title. See PrC§850(a)(3).]
o If petitioner does not ask for this petition to be dismissed without prejudice as being premature, recommend court require points and authorities from petitioner as to petitioner’s claim to the real property under these circumstances.
If that is the course of action petitioner takes, please also identify Peggy Moore’s estate plan, and provide the names and addresses of her intestate heirs and any beneficiaries/devisees of her estate plan, as they are due notice pursuant to PrC§851.
If no one appears to argue against the Probate Note, recommend continuance to 05/20/26 to allow time to file points and authorities and perfect notice.
Appearance not required (by VCourt if preferred).
PR-26-000026 ESTATE OF GUADALUPE CORTEZ, AKA GUADALUPE CORTEZ GUTIERREZ
Hearing on Spousal Property Petition:
• One of the decedent’s intestate heirs is a minor (Petition item 9). Guardian ad Litem will be required for acceptance of Notice of Hearing on behalf of minors.
• Notice of hearing not on file.
• Need Order.
Recommend continuance to 06/18/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
PR-26-000028 ESTATE OF GILBERTO L. ARANGO RESTREPO
Hearing on Petition for Probate of Will and for Letters Testamentary:
Will is self-proving.
Requested bond of $298,456.62 appears adequate based on estimated value of estate alleged in the petition.
• Proof of notice for the State Attorney General (PrC§§8111, 1209) is defective: untimely.
• Petition Item 2 recites a prefix “Rev.” in front of executor’s name. This was not included in the publication, Order or Letters. If you wish to include this, republication will be required.
• Petition item 8 did not include the proposed personal representative (Local Rule 8.26 D). This will need to include executor’s name as written on the Will (AKA’s may be used to identify the correct individual).
See California Rules of Court rules 7.3 and 7.53 regarding the types of forms that may be used to address these defects.
Recommend continuance to 03/27/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
PR-26-000039 ESTATE OF LOUISE MARIE VARGAS
Hearing on Spousal Property Petition:
Copies of recorded grant deed(s) showing current title were not attached. See Local Rule 8.98 B.
Proposed Order: verbiage in attachments 5a and 7a appear switched. 5a is supposed to be an order determining the passing of decedent’s property, and 7a is supposed to be confirmation of surviving spouse’s property.
Recommend continuance to 03/13/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
FRIDAY, FEBRUARY 20, 2026
Department 22
8:30 a.m.
PR-21-000621 THE JACK L. FREY LIVING TRUST
Review Hearing:
No further pleadings have been filed. If no one appears, the case will be closed.
No appearance required (by VCourt if preferred).
PR-22-001206 ESTATE OF DEBR BRITT
(1) Order to Show Cause issued 01/16/26 to Anthony Britt:
To appear and show cause for failure to perfect notice as directed.
Order to Show Cause will be discharged as Notice has been perfected.
(2) Hearing on PrC§12200 Status Report of Administration continued from 10/02/25, 11/21/25, 01/16/26:
On 11/21/25, the court ordered personal representative to perfect notice before next hearing or surcharge may be imposed. Notice of hearing is on file.
• It appears that the Personal Representative’s mailing address may have changed.
o The court file has not been updated with a new mailing or physical address.
This form is available for download online here:
• https://selfhelp.courts.ca.gov/jcc-form/MC-040
Recommend court direct Personal Representative to file Judicial Council Form MC-040, Notice of Change of Address or Other Contact, with the Court prior to next hearing.
Recommend court set a further Account Review Hearing 08/25/26.
Appearance not required (by VCourt if preferred).
PR-23-001083 ESTATE OF CONRAD VALOR
Hearing on Order to Show Cause issued 12/05/25 to Administrator and continued from 01/14/26:
Order to show cause will be discharged as PrC§12201 notice appears complete.
Hearing on PrC§12200 Status Report of Administration continued from 10/01/25, 12/05/25, 01/14/26:
Prior Notes have been cured. Notice appears complete.
Recommend court set aside the referral to the Public Administrator for appointment.
Recommend court lift its suspension of the personal representative (suspended eff. 1205/25).
Recommend court allow estate to remain open and set a further Account Review Hearing 09/16/26 at which time a Second PrC§12200 Status Report must be filed if a Petition for Final Distribution is not on file.
Appearance not required (by VCourt if preferred).
PR-24-000957 ESTATE OF THOMAS ALLEN STEVENS
Hearing on PrC§12200 Status Report of Administration continued from 01/07/26:
Prior Notes have been cured. Notice appears complete.
Recommend court allow estate to remain open and set a further Account Review Hearing 11/19/26 at which time a Second PrC§12200 Status Report must be filed if a Petition for Final Distribution is not on file.
Appearance not required (by VCourt if preferred).
PR-24-000959 ESTATE OF GERI LYNN ROTHSTEIN, AKA GERI ROTHSTEIN
Hearing on PrC§12200 Status Report of Administration continued from 01/21/26:
Prior Note was not cured: notice of hearing not on file.
A Petition for Final Distribution has been filed and set for hearing on 03/24/26.
Recommend court drop hearing on PrC§12200 Status Report for lack of notice.
Appearance not required (by VCourt if preferred).
PR-25-000323 ESTATE OF WALLACE ALLAN FARLEY
Hearing on Petition to Determine Ownership of Real Property, to Void Wrongful Affidavit of Death of Joint Tenant, and for Related Relief continued from 01/22/26, 02/03/26:
Petitioner has filed a copy of a Notice of Default and Election to Sell Under Deed of Trust.
Objection filed – 02/17/26, by Jennifer Hayes.
Hearing required. Court to discuss setting of settlement conference and trial.
Appearance required on 02/20/26 (by VCourt if preferred).
PR-25-000449 ESTATE OF PATRICIA JEAN CUMBERLAND, AKA PATRICIA J. CUMBERLAND
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 10/20/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).
PR-25-000994 ESTATE OF CAROLE ANN PELCHAT
Hearing on Petition for Letters of Administration continued from 10/28/25, 01/28/26:
Prior defects cured.
• Petitioner appears to have the least priority to serve as a personal representative than any other person or entity described in Pr. Code §§ 8461, 8465. A person with priority does not appear to have filed a competing petition. Petition requests minimum bond of $20,000.00. Bond matter submitted to Judge for determination.
• Need new order. Order submitted 01/23/26 has the following defects:
o Item 1: Need correct hearing date.
o Item 2b: Date of death recited as 09/22/25 does not match the date of death recited on Petition (09/22/24).
o Item 6: Please include the name of the probate referee (Steven G. Pallios).
On 10/28/25, this court ordered petitioner to conduct an heir search and mail notice to public administrator. The results of the heir search have been reported in the Declaration filed 01/23/26 confirming the only heir of the decedent is the one and same daughter identified in the petition. Notice to Public Administrator is on file.
Appearance by counsel required (by VCourt if preferred).
PR-25-001296 ESTATE OF BOKSUM KO
Hearing on Petition for Probate of Will and for Letters Testamentary continued from 01/15/26:
Will is not self-proving. Proofs of Subscribing Witness on file.
Prior defects cured.
Recommend approval of petition and admission of Will to Probate.
Recommend Inventory Review Hearing 08/25/26 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).
PR-25-001313 ESTATE OF REXFORD MURRAY THOMAS III, AKA REXFORD M. THOMAS
Hearing on Petition for Probate of Will and for Letters Testamentary continued from 01/27/26:
Will is self-proving.
Prior defects cured.
• Need new Letters, DE-150. The Letters submitted 01/30/26 incorrectly recites decedent’s name. Name in caption does not match Petition. Petition and publication recite decedent’s name as “Rexford Murray Thomas III, aka Rexford M. Thomas.” The order added “III” as a suffix after Rexford M. Thomas.
Recommend approval of petition as supplemented and admission of Will to Probate.
Recommend Inventory Review Hearing 08/25/26 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).
PR-25-001212 ESTATE OF PATRICK HEANEY
Hearing on Petitioners Amanda Heaney and Tina Heaney’s Motion for Order Prohibiting Sale or Transfer of Estate Property Pending Determination of Authority:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…
MONDAY, FEBRUARY 23, 2026
Department 22
There are no decedent's estates or trusts on calendar
TUESDAY, FEBRUARY 24, 2026
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:
On 08/13/25, the Court ordered personal representative to perfect notice pursuant to PrC§12201 before the next hearing or surcharge may be imposed.
• Notice of Hearing on status report is on file; however, a second Amended Status report was filed; therefore, new notice on the 2nd amended status report is required. Please also note:
o Item 1 – Must reflect the Second amended petition title.
o Date of signature of the declarant on page 2 omitted.
• 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. This is not the appropriate method for completing a Status Report. The status report should tell the court how much time is needed to close the estate. Please see Probate Code section 12201(a).
Recommend court issue Order to Show Cause to personal representative to appear to show cause why court should not impose surcharge for failure to perfect Notice pursuant to the above statute as ordered.
Appearance by personal representative (self-represented) required (Anyone appearing may do so in person or remotely, by telephone, using VCourt).
PR-21-000450 ESTATE OF BETTY JO RUSSELL
(1) Order to Show Cause issued 01/23/25 to personal representative, Helga L. Russell continued from 07/11/24, 10/01/24, 01/23/25, 05/21/25, 06/24/25, 10/30/25:
To appear and explain her failure to file receipts. Failure to appear at this hearing may result in contempt of court and issuance of bench warrant.
On 10/30/25, matter was continued for determination of appropriate surcharge.
(2) Discharge Review Hearing continued from 04/04/24, 07/11/24, 10/01/24, 01/23/25, 05/21/25, 06/24/25, 10/30/25:
See Local Rule 8.92.
Receipts of distribution not on file [see Pr. Code section 11753(b)].
Form DE-295, Ex Parte Petition for Final Discharge and Order, not yet submitted.
Consider downloading the form from https://selfhelp.courts.ca.gov/jcc-form/DE-295.
On 10/30/25, the Court removed the personal representative, Helga Russell.
Appearance by executor (self-represented) required (by VCourt if preferred).
PR-23-000749 MATTER OF ARLETE B. HEMPHILL 2021 REVOCABLE TRUST
3) 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:
Objection filed – 05/19/25 by Catherine Hemphill.
Objection filed – 10/14/25 by Robert Hemphill.
On 10/30/25, the court directed petitioner to give notice of hearing to the buyers, “the Alvarados”. Notice of Hearing file-marked 11/17/25 appears defective as it gave the incorrect hearing of this continuance. The Minute Order of 10/30/25 did not state the continuance date of this matter (only the setting of the hearing on 12/18/25 on an Order to Show Cause), however, the Minute Order issued 12/12/25 ordered the hearing on this petition be reset to 02/24/26.
2) 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:
Notice appears complete.
Objection filed – 04/14/25 by Successor Trustee William Hemphill.
Possible long-cause matter.
1) Hearing on Petition for Accounting, Breach of Trust, and Double Damages filed 07/18/23 by Catherine Hemphill continued from 10/17/23, 02/06/24, 04/23/24, 06/13/24, 09/17/24, 01/16/25, 04/29/25, 08/27/25, 10/30/25:
Objection filed – 03/12/24 by Successor Trustee William Hemphill.
Possible long-cause matter.
Need status of discovery.
Recommend continuance of all three matters to 04/14/26 to allow time for perfection of notice of the petition filed by William Hemphill on the current deeded owners of the property, as reflected above.
Appearance not required (by VCourt if preferred).
PR-23-001301 MATTER OF SPECIAL NEEDS TRUST OF BREANNE PURVIS
Account Review Hearing continued from 10/23/25:
Nothing filed since previous hearing. Prior Notes remain:
A Copy of the executed Special Needs Trust not on file following the court’s order establishing the Trust on 04/23/24.
The First Account Current and Report of Trustee not on file. Please ensure the report identifies the remainderman (PrC§15804) for the court to determine notice is complete.
Recommend court issue Order to Show Cause to Trustee to appear and show cause why Trustee should not be surcharged and/or removed from office for failure to file a copy of the executed Trust, failure to file an account. At the hearing on the Order to Show Cause, the court may suspend Trustee and appoint a Trustee ad litem.
Failure to appear at this hearing may result in the suspension of Trustee.
Appearance by Trustee and Trustee’s counsel mandatory required (by VCourt if preferred).
PR-24-001157 MATTER OF SMITH FAMILY LIVING TRUST
Review Hearing:
Status re: Triable issues; set by court 10/01/25.
Status Report filed – 01/27/26, by Trustee.
Hearing on Petition for Instructions and Order Confirming Power to Sell Trust Asset continued from 03/27/25, 06/05/25, 10/01/25:
Opposition filed – 03/07/25, by Steven Switzer. The Opposition includes request for “instruction from the Court” that would appoint of Objector as the successor Trustee of the “Carol C. Smith Special Needs Trust” and modify the terms of the SNT after the deaths of the Trustor and sole Trust beneficiary. Objector filed a Supplement on 05/02/25.
Memorandum of Points and Authorities on file – 07/31/25 by Objector (untimely, deadline 07/28/25 close of business); 08/29/25 by Petitioner (timely, deadline 08/29/25 close of business).
Request for Judicial Notice filed by Petitioner – 08/29/25.
Appearance required (by VCourt if preferred).
PR-25-000610 ESTATE OF CHARLES LOUIS FREITAS
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 10/27/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).
PR-25-000690 ESTATE OF LOUIS JAMES STAUB
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
• Inventory and Appraisal omits characterization of decedent’s 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 04/15/26.
Hearing of 04/15/26 will be confirmed.
Appearance not required (by VCourt if preferred).
PR-25-000696 ESTATE OF MARY ELIZABETH GARCIA, AKA MARY E. GARCIA, AKA MARY E. GARCIA-LIMA
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 10/22/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).
PR-25-000708 ESTATE OF MARGARET E. GASCA, AKA MARGARET ELIZABETH GASCA, AKA MARGARET GASCA
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 10/22/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).
PR-25-000720 ESTATE OF MAUD E. JENKINS, AKA MAUD E. ABLES, AKA MAUD ELIZABETH JENKINS, AKA MAUDY ABLES
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 10/27/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).
PR-24-000250 ESTATE OF DALE NELSON ROBERTSON
Hearing on First and Final Report and Account of Administrator and Petition for its Settlement, for Approval of Creditor Claim for Funeral Expenses; for Compensation to Administrator, Fees to the Attorney, Allowance of Costs of Administration, and for Final Distribution:
• Itemization of Costs does not reconcile. Exhibit 1 reflects total costs to be $943.19. This does not agree with Examiner’s calculation of $925.29. In addition, Exhibit 2 (proposed distribution) reflects costs to be distributed as $942.82. This amount is also recited on Paragraph 24, Page 5 of the report. Please clarify the correct amount of the costs requested in the report, correct Exhibits 1 and 2 if necessary and change the distribution amounts accordingly if necessary.
• Please note, pursuant to Probate Code §1064(a)(2), unusual items must be explained in the petition or report.
o Summary of Account recites $443.13 as “Unable to reconcile”. What efforts did petitioner make to reconcile the account? Did they utilize the services of an accountant?
o Schedule D: Please also explain what petitioner means by “fraudulent transfer”. What investigation has petitioner conducted to determine the source and extent of the fraud? What determination, if any, did petitioner make about how best to make the estate whole?
• In addition to what has been noted above, Schedule D (Disbursements) needs more explanation:
o “MJR- Cost of Administration”. Please explain these costs and this payee. For example: What is “MJR”.
o Please explain the purpose of the electronic transfer of $1,983.60 on 04/05/24.
o Please explain the two DMV payments for “Carol L. Morris” from estate funds.
• Need Order.
See California Rules of Court rules 7.3 and 7.53 regarding the types of forms that may be used to address these defects.
Recommend continuance to 06/18/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
PR-24-001240 ESTATE OF THOMAS LONG, AKA THOMAS J. LONG, AKA THOMAS JOSEPH LONG
Hearing on Petition for Final Distribution of Estate on Waiver of Accounting; First and Final Report of Co-Administrators; Petition for Allowance of Attorney Statutory Fees and Costs:
Recommend approval of Petition as supplemented.
Recommend court vacate the Account Review Hearing of 03/04/26.
Recommend Discharge Review Hearing 08/20/26 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
PR-25-000014 ESTATE OF SALLY ANN BROWN
Hearing on PrC § 12200 Status Report:
Petition for Final Distribution has been filed and set for hearing on 03/24/26.
Hearing of 03/24/26 will be confirmed.
Appearance not required (Anyone wishing to appear remotely, may do so by telephone, using VCourt).
PR-25-001140 FAUSTINO GARIBAY ARROYO REVOCABLE LIVING TRUST, UNDER INSTRUMENT DTD MARCH 25, 2021
Hearing on Petition to Confirm Trust Asset (Probate Code §§ 850 and 17200(a))
If no one appears to object, Recommend approval of petition.
Appearance not required (by VCourt if preferred).
PR-25-001143 MATTER OF LINEWOOD GATES DOZIER AND DORIS BEAVER DOZIER 1983 TRUST
Hearing on Petition of Beneficiary to Appoint Successor Trustee; Nomination by Beneficiaries; and for Payment of Attorneys’ Fees:
Petition paragraphs 20 and 21 do not include description of the interested parties as either adults or minors.
The petition did not identify the Special Trustee as an interested person (Eugenio C. Bayron). Please see section 6.2 of the Trust (Exhibit A) and paragraph 2 of the First Trust Amendment (Exhibit B).
Notice of Hearing not on file for Special Trustee.
It appears necessary that the court set a bond pursuant to PrC§15602(a)(3), however petition did not request a bond nor did it allege the amount of bond that would be appropriate.
Proposed Order did not address bond. Please see PrC§15602.
Recommend continuance to 04/24/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
PR-26-000040 ESTATE OF PATRICIA A. KELLY
Hearing on Petition for Probate of Will and for Letters Testamentary:
Will is self-proving.
Recommend approval of petition and admission of Will to probate.
Recommend Inventory Review Hearing 08/18/26 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).
PR-26-000048 ESTATE OF LYNDA ANN ROBERTS
Hearing on Petition for Letters of Administration:
Examiner notes your documents were submitted reflecting an incorrect address for the Court. Please note, the correct physical and mailing address of the clerk’s office is: 801 10th Street, 4th Floor, Modesto, CA 95354. Please ensure future filings indicate the correct address.
The following defects must be addressed in the Petition (Form DE-111):
• Heading omitted checkmark in box for “Authorization to Administer Under the Independent Administration of Estates Act (IAEA authority).
• Item 3(e)(3) was checked (all heirs waived bond); however, Waivers of bond are not on file. Examiner notes, this does not appear to be the correct selection as the Will waives bond.
• Item 5a(7) or (8) incomplete (existence of issue of a predeceased child).
• Item 8 must include names as they are written in the Will; AKA’s may be used to identify the correct individuals.
• Item 8 did not properly label the proposed personal representative (Local Rule 8.26 D).
• Item 8 must list all those named in Will in any capacity whether or not they are named as beneficiaries under the Will; specifically, Amy Ruf.
• Item 8 did not include the name and date of death of decedent’s predeceased spouse.
See California Rules of Court rules 7.3 and 7.53 regarding the types of forms that may be used to address these defects.
Petitioners 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:
• Will is not self-proving per Local Rule 8.23. Proof of Subscribing Witness (Form DE-131) not on file.
• Form DE-147 Duties and Liabilities not on file.
• 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-140, Proposed Order, not submitted.
• Form DE-150, Letters, not submitted.
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 (Anyone appearing may do so in person, or remotely, by telephone, using VCourt).
ADD-ON:
PR-25-000323 ESTATE OF WALLACE ALLAN FARLEY
Hearing on Petition to Determine Ownership of Real Property, to Void Wrongful Affidavit of Death of Joint Tenant, and for Related Relief continued from 01/22/26, 02/03/26, 02/20/26:
Petitioner has filed a copy of a Notice of Default and Election to Sell Under Deed of Trust.
Objection filed – 02/17/26, by Jennifer Hayes.
Hearing required. Failure to appear may result in sanctions.
Court to discuss setting of settlement conference and trial.
Appearance by parties and counsel in person is mandatory on 02/24/26, unless a stipulation is reached; if parties so stipulate, appearances may be made via VCourt.
WEDNESDAY, FEBRUARY 25, 2026
Department 22
8:30 a.m.
PR-23-001036 ESTATE OF AUREL VIREGAN
This hearing was vacated.
PR-23-001149 ESTATE OF JOHN H. COX, AKA JOHN COX, JOHN HENRY COX
Discharge Review Hearing continued from 02/27/25, 08/28/25:
Receipts on distribution not on file.
Ex Parte Petition for Final Discharge not yet submitted.
Recommend continuance to 08/26/26 to allow time to file above pleading as requested in counsel’s Declaration filed on 01/27/26.
Appearance not required (by VCourt if preferred).
PR-24-000210 ROBERT SIDNEY JUSTICE AND GAIL O’CONNOR JUSTICE 1999 REVOCABLE TRUST
(1) Hearing on Accounting (The Robert Sidney Justice & Gail O’Connor Justice 1999 Revocable Trust Summary of Account March 06, 2022 – December 31, 2023) continued from 10/23/24, 11/19/24, 04/10/25, 10/29/25:
Prior defects cured. This hearing was continued to coincide with other petitions.
Examiner notes: A trust summary account for the period of January 1, 2024 – October 31, 2025 has been filed and set for hearing 04/21/26.
(2) Hearing on Petition by Jill Libby, Conservator of the Person for Nancy Arnold, Beneficiary, for a Report of the Trust and its Administration, for an Accounting, for an Order of Distribution of Trust Assets, for Suspension of Trustees and for Removal of Trustees. (PrC §§ 17200(a); and 17200(b)(1).) continued from 04/25/24, 08/13/24, 11/19/24, 04/10/25, 10/29/25:
Objection to Petition for suspension and removal filed 06/14/24 (by acting successor trustees, Bruce Clark and Dianna Clark)
On 10/29/25, parties indicated they are working on a resolution. Need status.
(3) Hearing on Petition to Appoint Successor Trustee (filed by Bruce Clark and Dianna Clark) reset on court’s own motion from 08/06/25, 10/29/25:
On 10/29/25, this petition was granted with bond of $1,441,000.000. The hearing was continued to allow time for the proposed order to be submitted.
Order appointing successor trustee has been signed and filed.
Recommend court drop this hearing.
Hearing required.
Appearances required (by VCourt if preferred).
PR-24-000918 ESTATE OF JOYCE ANN CYPHERS, AKA JOYCE A. CYPHERS
Related Decedent’s Estate case PR-24-000980
Hearing on Spousal Property Petition continued from 09/25/24, 10/15/24, 02/13/25, 06/25/25, 10/23/25:
Notice appears complete.
Objection filed – 09/05/24.
• Objector alleges that the will attached to the petition was revoked by decedent’s later will. Both wills have been lodged with the court clerk.
On 10/23/25, the court directed parties to meet and confer within 90 days and further ordered a Declaration regarding meet and confer efforts shall be filed 15 days prior to the next hearing.
Petitioner’s Declaration regarding meet and confer efforts is on file.
Hearing required.
Appearance by petitioner’s counsel and Objector (self-represented) required.
PR-24-000980 ESTATE OF JOYCE ANN CYPHERS, AKA JOYCE A. CYPHERS
Related spousal property petition PR-24-000918
Hearing on Petition for Probate of Will and for Letters Testamentary continued from 10/15/24, 02/13/25, 06/25/25, 10/23/25:
Notice appears appropriate.
Objection filed – 10/08/24 by Dennis Wayne Cyphers. Objection constitutes a Will contest.
Response to Objection filed - 10/29/24 by Cindy Marie Largent.
Proofs of Service of Summons on file.
On 10/23/25, the court directed parties to meet and confer within 90 days and further ordered a Declaration regarding meet and confer efforts shall be filed 15 days prior to the next hearing.
Petitioner’s Declaration regarding meet and confer efforts is on file.
Proof of personal service of Summons is on file.
Hearing required.
Appearances by petitioner (self-represented) and Objector’s counsel required (by VCourt if preferred).
PR-24-000994 ESTATE OF WILLIAM HENRY MARTIN, AKA WILLIAM H. MARTIN
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 07/07/26 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 (Anyone wishing to appear may do so in person or remotely, by telephone using VCourt).
PR-24-001111 ESTATE OF SUSAN MICHELLE COOK
Hearing on Order to Show Cause issued 10/29/25 to Administrator:
To appear and show cause why the court should not surcharge, suspend, and/or remove the Administrator from office for failure to appear on 10/29/25, and for failure to file the Final Inventory and Appraisal.
Failure to appear at this hearing may result in suspension of Administrator from office, sanctions or surcharge, and appointment of a Special Administrator.
Inventory Review Hearing continued from 10/29/25:
New Note: A Status Report of Administration pursuant to Probate Code section 12200 is now due.
Nothing filed since previous hearing. Prior Notes remain:
Letters were issued 01/31/25. Inventory and Appraisal was due 06/02/25. The Final Inventory and Appraisal is not on file. See Local Rule 8.41 B, Probate Code section 8800 et seq.
Consider visiting the California Courts Self Help “inventory” page at
https://selfhelp.courts.ca.gov/probate/inventory-estimate-value and downloading forms from https://www.courts.ca.gov/forms.htm and please review your responsibilities in the Duties and Liabilities, Form DE-147, you signed and filed.
For failure of personal representative to comply with the court’s prior orders:
Recommend court suspend Administrator pursuant to PrC§8500(b).
Recommend court set a hearing on its own motion for removal of the Administrator from office (an Order to Show Cause) pursuant to PrC§§8804(b), 8502. Administrator will be ordered to appear and show cause why he/she should not be removed from office for neglecting to perform any act as personal representative.
Recommend court refer matter to the Public Administrator and County Counsel, pursuant to PrC§7621, for appointment of Public Administrator.
Appearance by Administrator (self-represented) mandatory (by VCourt if preferred).
PR-24-001292 ESTATE OF STEVEN D. BELLEAU
Inventory Review Hearing reset on court’s own motion from 08/19/25, continued from 08/26/25, 10/29/25:
Final Inventory and Appraisal is on file.
• Inventory and Appraisal omits characterization of decedent’s property [PrC§8850(c)]. This information will be needed prior to the closing of the estate.
Recommend Account Review Hearing 06/18/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).
PR-24-001303 ESTATE OF LAURA PEREZ-MANZO
Account Review Hearing:
An Amended or Corrected Inventory and Appraisal is not on file. Prior Notes remain:
• A Supplemental Inventory and Appraisal has been filed, but there has not been a Final Inventory and Appraisal yet filed. The Personal Representative must file either a Final I&A in addition to the Supplemental I&A, or file a Corrected Final I&A clarifying that the asset described in the Supplemental I&A belonged in the Final I&A.
• Decedent’s name was misspelled in the caption of the Supplemental I&A: decedent’s last name is hyphenated.
See Local Rule 8.82. Neither Petition for Final Distribution nor PrC§12200 Status Report are on file.
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 07/15/26 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-22-000250 ESTATE OF ROBERT NELSON SR, AKA ROBERT GORDON NELSON, SR.
Hearing on Petition for Termination of Proceedings and Discharge of Administrator:
Notice appears appropriate.
If no one appears to object, Recommend approval of Petition.
Recommend court discharge Personal Representative and close the estate.
• Need Order.
Appearance not required (by VCourt if preferred).
PR-24-000556 ESTATE OF LINDA JANE SUGARS, AKA LINDA JANE GONZALES
Hearing on First Amended (file marked 02/03/26) Waiver of Account and Report of Executor, Petition for Allowance of Statutory Fees to Personal Representative and for Final Distribution:
The following defects must be addressed on the petition:
• Itemization of costs of administration was omitted (see Local Rules 8.69, 8.83K).
• Need itemization of property on hand for distribution. Please provide a schedule of proposed distribution. See CRC7.651, LR 8.69, 8.83M; PC§1062f.
See California Rules of Court rules 7.3 and 7.53 regarding the types of forms that may be used to address these defects. Petitioner may consider supplementing petition to provide the missing information.
The following defects must be addressed in the Court’s file:
• Need Order. Order on petition not yet submitted.
Recommend continuance to 03/13/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
PR-24-000760 ESTATE OF CHRISTINE RITA PENNACHIO
Hearing on PrC §12200 Status Report:
• Notice appears incomplete. Proof of notice to one of the beneficiaries was omitted: Specifically, Jason Pennachio.
Recommend continuance to 03/27/26 to allow time to perfect notice.
Appearance not required (by VCourt if preferred).
PR-25-000496 ESTATE OF JOHANNA LYNN WEST, AKA JOHANNA L. WEST, AKA JOHANNA L. DAVIES
Hearing on First and Final Report on Waiver of Account, Petition for Allowance of Compensation to Attorneys for Ordinary Services, for Reimbursement of Costs Advanced by Attorneys, and for Final Distribution:
• Need itemization of property on hand for distribution. Please provide a schedule of proposed distribution. See CRC7.651, LR 8.69, 8.83M; PC§1062f.
Recommend continuance to 03/13/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
PR-25-001148 JOHN AND LUPE OROZCO FAMILY TRUST
Hearing on Petition for Instructions and for Approval of Reimbursement of Attorney’s Fees and Costs from Trust Principal; Request for Offsets, Discretionary Allocation of Taxable Costs, Accounting-Coordination Directive, and Ancillary Relief:
REVIEW IN PROGRESS. PLEASE CHECK BACK.
PR-25-001165 MATTER OF DALIA MARY ROBINSON LIVING TRUST
Hearing on Petition for an Order to Confirm Validity of Trust; Confirm Trustee; and Confirm Asset to Trust:
Recommend approval of petition.
Appearance by counsel G. Leguria required pursuant to language used in the proposed order (by VCourt if preferred).
PR-26-000054 ESTATE OF MARY LOUISE DOMINGUEZ
Hearing on Petition for Letters of Administration:
Petitioner does not appear to have priority of appointment, nor is Petitioner a nominee of a person with priority (Probate Code sections 8461, 8465). A person with priority does not appear to have filed a competing petition.
The following defects must be addressed in the Petition (Form DE-111):
• Caption box check marked “Lost” box. This pertains to a Will. The rest of the petition indicates the decedent died intestate (without a Will).
• Item 2b (name of administrator) omitted the middle name. Throughout the petition, this name is reflected as “Maria Isabel Maldonado.”
• Item 3d (estimated estate value) does not appear to be correct. The amounts do not appear to be calculated correctly.
• Item 3(e)(2) was checked (all heirs waived bond and Will does not require bond); however, Waivers of bond are not on file. Examiner notes, this does not appear to be the correct selection as the petition alleges there is no Will.
• Item 3(g)(1)(b) is checked (executor). Petition alleges there is no Will and is seeking appointment of Administrator. Please check the appropriate box in 3(g)(2).
• Item 3(g)(4) is checked; however, this is not a petition for successor personal representative. There is no former personal representative in this case.
• Item 5a(3) or (4) incomplete (existence of registered domestic partner).
• Item 8 did not include the proposed personal representative (Local Rule 8.26 D).
• Item 8 did not include the name and date of death of decedent’s predeceased spouse.
• Item 8 must include the relationships to decedent and the ages of all those listed.
• Item 8 did not include the complete addresses for all those listed.
See California Rules of Court rules 7.3 and 7.53 regarding the types of forms that may be used to address these defects.
Petitioners 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:
• Form DE-147 Duties and Liabilities not on file.
• 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-140, Proposed Order, not submitted.
• Form DE-150, Letters, not submitted.
• 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 is unable to be determined until Petition Item 3(d) is corrected.
Most of the above forms are available for download online, under “Probate” in the “Conservatorship Packet” on the court’s website here: https://www.stanislaus.courts.ca.gov/forms-filing/common-forms-packets
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 (Anyone appearing may do so in person, or remotely, by telephone, using VCourt).
THURSDAY, FEBRUARY 26, 2026
Department 22
8:30 a.m.
PR-21-000344 ESTATE OF RUDOLPH REYES
1. Account Review Hearing continued from 11/20/24, 01/08/25, 09/09/25, 10/10/25, 11/14/25, 12/12/25:
Account Review Hearing will be dropped.
2. Hearing on Order to Show Cause issued 05/08/25 to the personal representative, Richard Reyes, continued from 09/09/25, 10/10/25, 11/14/25, 12/12/25:
To appear and show cause why he should not be removed as personal representative purs. to Probate Code section 8500 for distributing the estate assets without the authority to do so.
On 12/12/25, the court imposed a surcharge of $2,750.00 on the personal representative, ordered the personal representative to open a blocked estate account at a financial institution, deposit the surcharge amount in the account, and thereafter file proof of the deposit in the blocked account with the court. Proof of deposit, Judicial Council Form MC-356, not on file.
A Dismissal of Creditor’s Claim was filed 01/07/26, by the Department of Health Care Services, dismissing the claim for $2,728.00.
Recommend court hold hearing on further surcharge or sanction for failure to abide with the court’s order.
3. Hearing on Petition for Final Distribution:
• Petition 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).
• Petition includes request for statutory compensation for the Administrator and authorization to reimburse Administrator for costs “upon sale of real property of the Estate”. How does the Administrator propose this be accomplished? Is the Administrator asking the court to authorize him to issue a promissory note to himself prior to discharge and secure it with a recorded Deed of Trust?
• The caption of pleading appears inadequate as the personal representative is also seeking ordinary compensation [see Probate Code § 10830, California Rule of Court 7.102, Local Rule 8.83L].
o Notice therefore appears defective, as well, [PrC § 10830(b), 11000(b), CRC 7.50].
• In the Supplemental Declaration file-marked 02/04/26, petitioner adds a request for reimbursement from the estate for $5,000.00 in attorney’s fees. Please provide a copy of the invoice for legal expenses. Please also elaborate: were the attorney’s fees incurred by the Administrator in his capacity as an heir, for either the petition for partition sale, or to attempt to secure a rescission deed following his unauthorized transfer of estate property to the heirs? Neither appears to have been necessary for this estate’s administration. If Administrator disagrees, please present points and authorities in support of the request for reimbursement for attorney’s fees incurred as an heir of the estate.
• Attached to a Supplemental Declaration file-marked 02/04/26 is a First and Final Account; the petitioner may not submit an account for the court’s approval via a supplement, as is a materially new request. Please review California Rules of Court rules 7.3 and 7.53. Recommend court order Administrator to file an “Amended First and Final Account, Petition for Statutory Compensation, Reimbursement of Costs, and for Final Distribution” and give new notice of hearing of same.
• Schedule of Property on Hand at close of account (Schedule H) attached to the supplemental declaration does not appear correct – as has been previously noted, the Administrator already distributed the real property belonging to the estate in 2022 without having the authority to do so. The transfer belongs on a Schedule of Distributions.
• Attached to a Supplemental Declaration file-marked 02/04/26 is a document titled “proposed distribution” which appears to include itemization of administration costs for which Administrator seeks authority to reimburse himself:
o One of the publication costs is not reimbursable, as was noted in the Probate Note posted online 07/07/21, as the first publication was made in the wrong newspaper.
o The $435.00 filing fee paid on or around 12/23/22 does not appear to be a cost of the administration of this estate, as the partition petition was filed by Administrator in his separate capacity as an individual, having received transfer of a one-third share of the decedent’s 50% interest in the real property following the unauthorized transfer by the Administrator.
o Please elaborate further as to the purpose of the undated $905.00 expense for “document preparation”, and provide a receipt or invoice noted as “paid”, or something similar, to provide documentary support for the request.
• In the petition, Administrator prays for the court to allow him to “deliver payment” to the estate beneficiaries, and that “distribution of the estate in petitioner’s hands and any other property of decedent or the estate not now known or discovered by made to the persons entitled to it, as set forth in the petition…” The personal representative has neglected to report to the court that there are currently no assets in his possession because he distributed the estate assets more than three years ago.
Recommend court on its own motion take judicial notice of the (now dismissed) Petition for Partition file-marked 12/20/22 and the pleading attached as Exhibit “A”.
Exhibit “A” is a recorded Administrator’s Deed recorded 09/22/22 reflecting that Administrator transferred the decedent’s 50% interest in the subject property to each of the three intestate heirs (Petitioner, Respondent, and deceased surviving heir Radella Reyes), as tenants-in-common.
This appears to have been done without authority – the court has made no order that the Administrator be authorized to distribute any property of this estate, nor does the Administrator appear to have such authority under the Independent Administration of Estates Act.
Appearance by personal representative (self-represented) mandatory (by VCourt if preferred).
PR-22-000192 ESTATE OF TONY NUNES, AKA ANTHONY F. NUNES
Discharge Review Hearing continued from 10/16/25:
Receipt of distribution is on file.
See Local Rule 8.92. Form DE-295, Ex Parte Petition for Final Discharge and Order, not yet submitted at time of review.
Recommend continuance to 07/30/26 to allow time for above pleading to be submitted.
Appearance not required (by VCourt if preferred
PR-22-000314 ESTATE OF RAYMOND ANTHONY LOZANO
Discharge Review Hearing:
Ex Parte Petition for Final Discharge has been received and recommended for approval.
Hearing will be vacated.
Appearance not required (by VCourt if preferred).
PR-22-000727 ESTATE OF RUTH MARIE ANTONIO
Discharge Review Hearing continued from 09/18/25:
Prior Note remains:
One of the fourteen receipts of distribution not on file: Franciscan Missions.
Need status.
Appearance by counsel required (by VCourt if preferred).
PR-22-000785 ESTATE OF ANA ROSA SERRANO
Discharge Review Hearing:
The three receipts of distribution not on file.
Ex Parte Petition for Final Discharge not yet submitted.
Recommend continuance to 05/21/26 to allow time for above documents to be submitted.
Appearance not required (by VCourt if preferred).
PR-23-000245 ESTATE OF BERNARD PASION DE JESUS, AKA BERNARD DE JESUS
Discharge Review Hearing:
One of the six receipts of distribution not on file: N. de Jesus.
Ex Parte Petition for Final Discharge not yet submitted.
Recommend continuance to 05/21/26 to allow time for above documents to be submitted.
Appearance not required (by VCourt if preferred).
PR-23-000289 MATTER OF MACHADO FAMILY CREDIT BYPASS TRUST
1. Hearing on Petition by Angela M. Estacio, Adult Daughter of Surviving Trustor Angela Machado, to Confirm Trust Property and to Compel Production of an Accounting and Trust Records reset by Minute Order 11/07/25:
• Trial setting.
2. Hearing on First and Final Account and Report of Trustee and Petition for Settlement of Trust Administration and for Final Distribution file-marked 05/10/24, reset by Minute Order 11/07/25:
• On 11/07/25, the court ordered notice to be perfected purs. to PrC§17203 or the Account and Petition would be dismissed.
Recommend pleading be dismissed for lack of notice.
3. Hearing on Petition for Declaratory Relief:
Hearing required.
Appearance by counsel required (by VCourt if preferred).
PR-23-000669 ESTATE OF DENNIS ALLEN BOYLES, AKA DENNIS ALLEN BOYLES, SR.
Discharge Review Hearing:
Per counsel’s Declaration file-marked 02/18/26, all but one heir has received their distributions.
No receipts of distribution yet on file: three heirs, one inheritance advance company.
Ex Parte Petition for Final Discharge not yet submitted.
Recommend continuance to 08/26/26 as requested in counsel’s Declaration.
Appearance not required (by VCourt if preferred).
PR-23-000727 ESTATE OF DEAN ROBBINS, JR.
Discharge Review Hearing:
Receipts of distribution on file.
Form DE-295, Ex Parte Petition for Final Discharge and Order, not submitted.
Recommend court order the personal representative to submit the above form forthwith.
Recommend continuance to 08/26/26 to allow time for above pleading to be submitted.
Appearance not required (by VCourt if preferred).
PR-23-000859 ESTATE OF JENIA SHLIMON
Discharge Review Hearing:
One of eight receipts of distribution not on file: from M. Lachin.
Ex Parte Petition for Final Discharge not yet submitted.
Recommend continuance to 08/26/26 to allow time for above to be submitted.
Appearance not required (by VCourt if preferred).
PR-23-001292 ESTATE OF MARCIA LYNN BENSON
Discharge Review Hearing continued from 12/18/25:
See Local Rule 8.92.
Form DE-295, Ex Parte Petition for Final Discharge and Order, not yet submitted.
Consider downloading the form from https://selfhelp.courts.ca.gov/jcc-form/DE-295.
Appearance by Personal Representative (self-represented) required (by VCourt if preferred).
PR-24-000030 ESTATE OF MARIA L. GUERRERO, AKA MARIA LUISA GUERRERO, AKA MARIA GUERRERO
Discharge Review Hearing:
The three receipts of distribution not on file.
Ex Parte Petition for Final Discharge not yet submitted.
Recommend continuance to 05/21/26 to allow time for above documents to be submitted.
Appearance not required (by VCourt if preferred).
PR-24-000831 ESTATE OF EUTIGUIO ORTEGA DEANDA, AKA E. O. DEANDA
Discharge Review Hearing:
Receipts of distribution not on file.
Ex Parte Petition for Final Discharge not yet submitted.
Appearance by counsel required (by VCourt if preferred).
PR-25-000508 TRAMMELL 1998 TRUST DTD JUNE 11, 1998, AS AMENDED – THE BYPASS TRUST
Trial Readiness Conference:
A STIPULATION TO CONTINUE TRIAL HAS BEEN SIGNED. THIS HEARING HAS BEEN VACATED.
PR-18-000614 ROBERT ROHSLAN, JR. SPECIAL NEEDS TRUST
Hearing on Third Account Current and Report of Trustee and for Allowance of Attorney’s Fees and Trustee’s Fees:
REVIEW IN PROGRESS. PLEASE CHECK BACK.
PR-21-000750 ESTATE OF RAJEND PRASAD
Hearing on Amendment (file-marked 02/11/26) to Report of Administration; Petition for Final Distribution; for Order on First and Final Account; for Approval of Statutory Personal Representative’s Fees; for Approval of Statutory Attorneys’ Fees; for Approval Costs:
The Amendment to this pleading, file-marked 02/11/26, appears to completely restate the original pleading rather than merely modifying the original pleading. See CRC Rule 7.3. The Examiner therefore reviewed only the “Amendment” file-marked 02/11/26.
• Paragraph 6 does not appear correct: the Franchise Tax Board filed multiple claims. Examiner does not consider this a defect requiring correction, as the schedule of claims described later in the pleading appears correct purs. to PrC§10900.
• Paragraph 20, “Administrative Expenses and Costs”, does not agree with Schedule D “Administrative Costs”. It appears that the costs for all the items omitted from paragraph 20 were perhaps included as a single lump sum in the item dated 12/04/25 ($1,813.16), whereas Schedule D reflects that item actually cost $5.95.
• The Schedule of Losses on Sale(s) must include the complete calculation of appraisal less sales price; the total of the loss alone is not sufficient.
• Schedule E, “Estate Disbursements”, includes a disbursement for “unpaid debt for real property”. Was the decedent the sole holder of that debt, and not also the other 50% owner of the property? What was the nature of the debt?
• The report contains an allegation purs. to PrC§1064(a)(5) that the administrator maintained all cash belonging to the estate in an interest-bearing account but for an amount reasonably necessary for the estate’s execution. The accounting reflects that the estate received no interest at all, and that all but $3,000.00 (see note below) is held in the attorney’s client trust account. The accounting reflects that the administrator received the foreclosure sale proceeds on or around 02/01/23. The report together with the accounting indicate that the administrator appears not to have complied with Probate Code section 9652 (keeping cash in an interest-bearing account). This issue will be submitted to Judge for determination once other Notes are cured.
• Property on hand at end of account describes the sale proceeds from the sale of the truck; how is the cash currently held - is the $3,000.00 in an interest-bearing account at a federally-insured financial institution purs. to PrC§9652?
• The petition requests authority to distribute $7,548.66 to each of the heirs. The heirs are fifteen years old, thirteen years old, and eleven years old. Please provide points and authorities as to the request to distribute cash directly to minors. See Local Rule 8.84.
• A copy of the “Order on Petition to Determine Title” was not attached as Exhibit B as described in line 21 on page 5; Exhibit B is a breakdown of counsel’s extraordinary fees.
• Please provide a copy of documentation received by Administrator following the foreclosure sale, such as Notice of Trustee’s Sale if that document provides the final details of the sale, or Surplus Funds Notification, etc.
• Please provide a copy of the invoice for the “legal fees for trustee sale” described in Schedule E “Estate Disbursements”, unless the fees are addressed in the documentation requested in the above Note.
Recommend continuance to 06/18/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
PR-24-000771 ESTATE OF MICHAEL HOWARD WEAVER, AKA MICHAEL H. WEAVER
Hearing on Second PrC§12200 Status Report of Administration:
Recommend court allow estate to remain open and set a further Account Review Hearing 09/10/26.
Appearance not required (by VCourt if preferred).
PR-26-000061 ESTATE OF CLAUDIO M. SILVA
Hearing on Petition for Letters of Administration:
Proposed bond of $850,000.00 appears adequate.
Recommend approval of petition, with bond of $850,000.00.
Need proposed Letters.
Recommend Inventory Review Hearing 08/26/26 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).
PR-26-000064 ESTATE OF GREGORY C. MERCIADIS
Hearing on Petition for Probate of Will and for Letters Testamentary:
Will is self-proving.
Recommend approval of petition and admission of Will to probate.
Recommend Inventory Review Hearing 08/27/26 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).
PR-23-001007 ESTATE OF DAVID BRADLEY, AKA DAVID LESLIE BRADLEY, DAVID L. BRADLEY
Discharge Review Hearing:
Form DE-295 has been submitted and is recommended for approval.
Hearing will vacate.
No appearances.
PR-23-001183 ESTATE OF THOMAS GREGG JOHNSON, AKA THOMAS G. JOHNSON
Discharge Review Hearing:
Form DE-295 has been submitted and is recommended for approval.
Hearing will vacate.
No appearances.
FRIDAY, FEBRUARY 27, 2026
Department 22
8:30 a.m.
PR-21-001017 ESTATE OF KAMIL ABRAM, AKA MIKE ABRAM, MAJED ABRAM, MIKE IBRHIM
Hearing on (First and Final Account/Waiver of Account) and Report of (Executor/Administrator/Administrator with Will Annexed), Petition for (Allowance of Statutory Fees to Personal Representative and for) Final Distribution [sic] continued from 11/05/25, 01/14/26:
Nothing filed since previous hearing. Prior Notes remain:
• Caption of pleading omitted the recently added alias for the decedent (which was the reason given for this subsequent administration).
• This is a report of the subsequent administration of the estate, purs. to PrC§12252; please report the facts of the subsequent administration, to wit: order was approved 04/15/25, Letters were issued 04/21/15. This report and petition cannot replace or supersede the report and petition approved by this court for the original probate, purs. to the court’s order file-marked 11/22/23.
• The court already approved statutory compensation from the original probate, based on the value of the real property asset, in its order of 11/22/23. Are administrator or administrator’s counsel requesting any compensation for the subsequent probate?
• The court already authorized distribution of the real property asset in its order of 11/22/23. Were there any additional assets marshaled in this subsequent administration?
Appearance by counsel required (by VCourt if preferred).
PR-22-000686 MATTER OF OZBIRN FAMILY 1993 TRUST
(1) Order to Show Cause issued 01/09/26 to Alfred L. Whitehurst, Esq.:
To appear and show cause for failure to appear and why sanctions should not be ordered. Declaration regarding Order to Show Cause on file. Submitted to Judge for determination.
(1) Hearing on Court’s Motion to Dismiss set per minute order dated 10/13/25 and continued from 01/09/26:
Petition for Approval of Settlement not yet filed. Need status of settlement.
Appearance by counsel required (by VCourt if preferred).
PR-22-000843 ESTATE OF JAMES ARNOLD PAIONI, AKA JAMES A. PAIONI, JIM A. PAIONI
Hearing on Order to Show Cause issued to personal representative on 01/08/26:
Order to Show Cause will be discharged as Letters have been issued.
Inventory Review Hearing continued from 01/08/26:
Personal representative was appointed purs. to the court’s ruling (Tentative Decision file-marked 04/29/25), and the will was admitted to probate; the Order for Probate was subsequently filed on 07/02/25.
Letters Testamentary were only recently submitted and issued.
Recommend continuance to 06/24/26 to allow time for I&A to be filed.
Appearance not required (by VCourt if preferred).
PR-23-000868 ESTATE OF MARY ELIZABETH ALLEY
(2) Order to Show Cause issued 01/16/26 to David L. Alley:
To appear and show cause for failure to cure defects as directed.
(3) Hearing on First and Final Report of Administrator on Waiver of Account and Petition for Allowance of Compensation to Attorney for Ordinary Services, and for Final Distribution continued from 10/09/25, 12/02/25, 01/16/26:
Nothing filed since last hearing. Prior notes remain:
• Report paragraph 5 (regarding Creditor’s Claims) does not appear sufficiently detailed pursuant to Local Rule 8.83 B. There were two creditors’ claims filed. Were they paid? A release of creditor’s claim is on file for Stanford Health Care.
o Notice to remaining unpaid creditor (JP Morgan) also appears necessary.
• Paragraph 17 “statutory fees” appears to contain an error in the computation of statutory fees. Please see calculator tool available online at https://www.stanislaus.courts.ca.gov/divisions/probate/calculator-tools
• Report reflects property on hand is cash. This does not agree with the Final Inventory and Appraisal. Was the real property sold? If so, gains/losses on sale were not included in the fee base calculation nor was a schedule attached.
• Itemization of costs of administration was omitted (see Local Rules 8.69, 8.83K).
• Order not yet submitted.
Appearance by administrator and administrator’s counsel mandatory (by VCourt if preferred).
PR-24-001196 ESTATE OF ASHBINDRA SINGH
Hearing on Spousal Property Petition continued from 12/17/24, 02/07/25, 03/07/25, 07/02/25, 09/19/25, 01/09/26:
Nothing filed since last hearing. Prior notes remain.
• If minor listed under item 9 are living issue of decedent, Guardian ad Litem will be required for acceptance of Notice of Hearing on behalf of minors.
On 01/09/26, the Court indicated if guardian ad litem is not filed prior to the next hearing, the court will dismiss this petition.
Based on the Court’s indication at the last hearing, Recommend dismissal of petition.
Appearance by counsel required (by VCourt if preferred).
PR-25-000773 MATTER OF NORLEEN FAMILY TRUST
Hearing on Petition for Order Directing that Assets be Transferred into Trust continued from 12/11/25:
• Prior Note: Upon what factual basis does petitioner allege that decedent intended to transfer the property to the Trust after completion of refinancing (paragraphs 13 and 16 of the petition)?
o Updated Note: Supplement file-marked 01/07/26 responded to this Note by referring to the fact that the Trust, executed prior to the refinancing, reflects that the Trustor assigned the property to the Trust. That does not appear to cure this Note. In petition paragraph 13, the petitioner alleged “[Trustor] intended to retitle the Property to the Trust after the refinancing was completed”. In petition paragraph 16, the petitioner alleged “However, due to inadvertence and/or error, he unintentionally died while holding title to the Property in his name and not in the name of the Trust”. On what facts does petitioner base these allegations?
• Prior Note: Please provide copies of the prior recorded grant deeds reflecting the chain of title back to the time that the decedents first obtained title to the real property.
o Updated Note: Exhibit E to the Supplement file-marked 01/07/26 is a copy of a notarized Quitclaim Deed but not a copy of the recorded Quitclaim Deed.
o Updated Note: Supplement file-marked 01/07/26: lines 15-18 on page 3 describe Exhibit C correctly as a Quitclaim Deed reflecting that decedent took title in his own name; line 28 on page 3 incorrectly identifies Exhibit C as a Grant Deed dated 08/15/2000. A copy of that recorded deed does not appear to have been attached.
• Once notes are cured, please provide a new proposed Order with the correct APN as noted in the Supplement file-marked 01/07/26.
Recommend continuance to 04/24/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
PR-25-000857 ESTATE OF MELODY JEAN BURNS, AKA MELODY J. BURNS, MELODY BURNS
Hearing on Amended Petition (file-marked 11/10/25) for Probate of Will and for Letters Testamentary continued from 09/18/25, 11/14/25, 01/09/26:
Prior Notes have been cured.
Recommend approval of amended petition and admission of will to probate.
Recommend Inventory Review Hearing 08/27/26 pursuant to Local Rule 8.41 B.
Appearance by counsel required (by VCourt if preferred).
PR-25-001155 ESTATE OF THAYER LORING BECK
Hearing on Petition for Letters of Administration continued from 12/11/25, 01/21/26:
Nothing filed since previous hearing. Prior Notes remain:
• Petition item 3e was not completed (reasons why a bond would not be required, as the petitioner has requested a bond not be required).
o Full bond would be $420,136.00 based on estimated value of decedent’s estate alleged in the petition.
o Waivers of bond are on file for the three living relatives identified in the petition. See item below, as it is not clear if there are additional intestate heirs other than these three.
• Petition item 8:
o Did not include the date of death of the decedent’s late spouse.
o Did not include the date of death of the decedent’s late daughter.
o Did not include the names, ages, and addresses of the issue who inherit through the decedent’s late daughter (decedent’s grandchildren by the daughter who predeceased the decedent).
• Need new proposed Form DE-150, Letters: item 4 on the right-hand column must include the date of city where the petitioner signed the form.
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).