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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 NOVEMBER 4, 2025
    Stanislaus County Superior Court is now recruiting for a full-time Research Attorney. Final filing date is December 3, 2025. To view the job announcement please visit: https://www.governmentjobs.com/careers/scstanct

    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

      • 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. 

      • 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.

      • 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

      WEDNESDAY, DECEMBER 17, 2025

      Department 22
      8:30 a.m.

      PR-22-001069 ESTATE OF TINA MARIE POULOS
      Hearing on Petition for Approval of Distribution of Closing Reserve:
      Recommend approval of petition.
      The Ex Parte Petition for Final Discharge and Order submitted 12/15/25 has attached a copy of an unfiled receipt. Petitioner must attach a copy of the conformed receipt previously filed. 
      Recommend Discharge Review Hearing 06/25/26.
      Appearance not required (by VCourt if preferred).

      PR-23-000631 ESTATE OF MAURICIO GUADALUPE MONTOYA, AKA MAURICIO, G. MONTOYA
      Order to Show Cause issued 07/31/25 to Administrator:
      Order to Show Cause will be discharged as receipts of distribution have been filed.

      Discharge Review Hearing continued from 07/31/25:
      Receipts of distribution have been filed.
      See Local Rule 8.92 and Judicial Council Form DE-295.
      Recommend court order the Administrator to prepare and file Form DE-295, Ex Parte Petition for Final Discharge and Order with the recording information for the real property and copies of the receipts attached forthwith.
      Consider downloading the form from https://selfhelp.courts.ca.gov/jcc-form/DE-295
      Recommend continuance to 03/26/26 to allow time for above pleading to be filed.
      Appearance not required (by VCourt if preferred).

      PR-23-001061 ESTATE OF MIO KAWAMURA REYNOLDS
      Inventory Review Hearing continued from 11/21/24, 04/16/25, 08/27/25:
      Nothing filed since April hearing. Prior Notes remain:
      Defects in Final Inventory and Appraisal filed 04/15/25:
      •    Cash may be appraised by the Administrator herself, but they must be listed on an Attachment labeled as Attachment “No. 1”.
      •    An investment account must be appraised by the Probate Referee, Steven G. Pallios and not by the Administrator, on an Attachment labeled as Attachment “No. 2”.
      •    Administrator did not include characterization of decedent’s property [PrC§8850(c)] in the descriptions of the assets. This information will be needed prior to the closing of the estate.
      On 08/27/25, the court ordered personal representative to file the Corrected Final Inventory and Appraisal prior to this hearing, and that a PrC§12200 Status Report must be filed if estate is not in a position to be closed. Neither Corrected Inventory and Appraisal, Petition for Final Distribution, nor PrC§12200 Status Report are on file.
      Recommend court issue Order to Show Cause to Administrator to be personally present pursuant to PrC§12202:
      •    To show condition of estate and why estate cannot be distributed and closed;
      •    So that court may order Administrator to prepare and file a First Account Current at the court’s discretion pursuant to PrC§12202(b).
      •    Noncompliance may result in removal of personal representative from office (PrC§§12204, 8500).
      Appearance by Administrator (self-represented) mandatory (by VCourt if preferred).

      PR-23-001293 ESTATE OF FRANK LANCE COHEN
      Hearing on Second Amended Petition (file-marked 11/04/24) for Letters of Administration continued from 01/24/24, 04/17/24, 08/07/24, 11/05/24, 01/17/25, 03/28/25, 08/27/25:
      Objection filed – 05/09/25. 
      Need status of meet-and-confer, of objector’s dissemination of documents to the petitioner’s attorney, of petitioner’s ability to qualify for bond.
      Status Report on file, from petitioner’s counsel.
      Appearance by Objector (self-represented) and petitioner’s counsel required (by VCourt if preferred).

      PR-23-001294 ESTATE OF MARY ELLA COHEN
      Hearing on Second Amended Petition (file-marked 10/03/24) for Letters of Administration continued from 01/24/24, 04/17/24, 08/07/24, 11/05/24, 01/17/25, 03/28/25, 08/27/25:
      Objection filed – 05/09/25. 
      Need status of meet-and-confer, of objector’s dissemination of documents to the petitioner’s attorney, of petitioner’s ability to qualify for bond.
      Status Report on file, from petitioner’s counsel.
      Appearance by Objector (self-represented) and petitioner’s counsel required (by VCourt if preferred).

      PR-24-000556 ESTATE OF LINDA JANE SUGARS, AKA LINDA JANE GONZALES
      Account Review Hearing:
      Petition for Final Distribution has been filed and set for hearing on 02/25/26.
      Hearing of 02/25/26 will be confirmed.
      Appearance not required (by VCourt if preferred).

      PR-24-000793 ESTATE OF PATRICIA MARLENE REED
      Hearing on First and Final Account; Report of Administration; Allowance of Compensation to Attorney for Ordinary Services; and Petition for Final Distribution continued from 10/01/25:
      •    New Note: The Supplement file-marked 12/12/25 agrees with paragraph 2 of the petition that the end date of the account period was 04/07/25; that end date does not agree with either the Summary of Account (which reflects that the Schedule of Property on Hand at the end of the account was dated 06/17/25), the Schedule of Disbursements which includes items dated after 04/07/25, or the Schedule of Assets on Hand which was dated 06/17/25.
      •    It appears that the personal representative has made interpretations of the decedent’s intent based on the language in her will, particularly in regard to the decedent’s residence. On 10/01/25, the court directed the personal representative to give notice of the continued hearing, and serve a copy of the petition, purs. to PrC§§1202, 1205 to all the specific beneficiaries and heirs. 
      The court may also (or instead), in its discretion, set the issue for hearing. See PrC§11640(b). Submitted to the court for determination.
      Appearance by counsel required (by VCourt if preferred).

      PR-24-000821 ESTATE OF ALFONSO MIRANDA AYALA, AKA ALFONSO M. AYALA, ALFONSO AYALA
      Hearing on Amended Petition (file-marked 09/15/25) for Order Determining Title to Personal Property, Double Damages, Attorney’s Fees, Financial Elder Abuse continued from 09/16/25:
      •    Exhibit C is not legible.
      •    Notice of Hearing reflects notice was mailed to one of the Respondents, Jose Ayala, by mail rather than by personal service. 

      Objection filed – 09/10/25, by Jose Luis Ayala. 
      Nothing filed since previous hearing. Prior Notes remain:
      •    Objection was superseded by the filing of the amended petition. 
      •    Date of counsel’s signature was 09/07/24, before the original petition was filed.
      •    Objection was not verified. 
      •    No proof of service is on file. 

      Appearance by petitioner (self-represented) and counsel for objector required (by VCourt if preferred).

      PR-25-000133 MATTER OF ALBERT ISSACO REVOCABLE LIVING TRUST
      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:
      Nothing filed by Petitioner since March; 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.

      Recommend court set deadline for notice to be perfected or case will be dismissed.
      Appearance by counsel mandatory (by VCourt if preferred).

      PR-25-000496 ESTATE OF JOHANNA LYNN WEST, AKA JOHANNA L. WEST, AKA JOHANNA L. DAVIES
      Inventory Review Hearing:
      Final Inventory and Appraisal is on file.
      Petition for Final Distribution has been filed and set for hearing on 02/25/26.
      Hearing of 02/25/26 will be confirmed.
      Appearance not required (by VCourt if preferred).

      PR-25-000832 ESTATE OF LILLIAN MITCHELL
      Hearing on Petition to Determine Succession to Primary Residence continued from 09/16/25:
      Prior defects cured.
      If no one appears to object, recommend court find notice complete and approve the petition.
      Appearance not required (by VCourt if preferred).

      PR-23-000498 ESTATE OF DONALD E. GARNER, AKA DONALD EUGENE GARNER
      Hearing on First and Final Account and Report of Executor; Petition for Settlement Thereof; for Allowance of Statutory Compensation to Executor and to Attorneys for Ordinary Services; for Reimbursement of Costs Advanced; for Approval of Allocation Between Domiciliary and Ancillary Estates; and for Final Distribution to Trustees:
      Recommend approval of petition.
      Recommend Discharge Review Hearing (6 months) pursuant to Local Rule 8.92.
      Appearance not required (by VCourt if preferred).

      PR-23-000952 ESTATE OF JAMES EARLY TONEY
      Hearing on First and Final Account and Report of Executor and Petition for its Settlement, for Allowance of Statutory Compensation to Executor and Attorneys, for Reimbursement to Attorneys for Costs Advanced, and for Final Distribution:
      Recommend approval of petition as supplemented.
      Recommend Discharge Review Hearing 06/25/26 pursuant to Local Rule 8.92.
      Appearance not required (by VCourt if preferred).
       

      PR-24-000245 ESTATE OF MARCOS RODRIGUEZ, AKA MARCOS RODRIGUEZ SEGURA
      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 07/08/26.
      Appearance not required (by VCourt if preferred).

      PR-25-000886 JAMES D. SALTER LIVING TRUST DTD DECEMBER 7, 1999
      Hearing on Petition for Order Confirming Trust Assets and Directing Transfer of Assets (Probate Code §850(a)(2)(C) and 850 (a)(3)(B)):
      If no one appears to object, Recommend approval of petition.
      Appearance not required (by VCourt if preferred).

      PR-25-000898 TRUDY C. WONG 2021 TRUST
      Hearing on Petition for Order Confirming Co-Trustees and Trust Assets (Probate Code §850(a)(3): 
      If no one appears to object, Recommend approval of petition.
      Appearance not required (by VCourt if preferred).

      PR-25-001181 ESTATE OF DOROTHY LAVERNE PETERSON
      Hearing on Petition for Letters of Administration:
      •    Waivers of bond on file from intestate heirs, however personal representative resides out of state. See PrC§8571. Bond may be required at the court’s discretion. Submitted to court for determination.
      Appearance by counsel required (by VCourt if preferred).

      PR-25-001186 ESTATE OF JAVIER BENAVIDEZ
      Hearing on Spousal Property Petition:
      •    Two of the decedent’s intestate heirs are minors (Petition item 9). Guardian ad Litem will be required for acceptance of Notice of Hearing on behalf of minors.
      •    Title was vested as “an unmarried man” in 2009 after the date decedent and petitioner were married. Please explain.
      Appearance by counsel required (by VCourt if preferred) regarding appointment of a Guardian ad litem. (If a Guardian ad litem has been appointed ex parte prior to this hearing, no appearance will be required, and the Note will be updated to reflect a continuance).

      THURSDAY, DECEMBER 18, 2025

      Department 22
      8:30 a.m.

      PR-21-000222 ESTATE OF CURTIS CLIFFORD LITTLE
      Discharge Review Hearing continued from 03/07/24, 07/11/24, 01/07/25:
      Two of the three Receipts of distribution 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.
      Per declaration of counsel, Recommend continuance to 04/30/26 to allow time for above pleading to be submitted.
      Appearance not required (by VCourt if preferred

      PR-21-000856 ESTATE OF MARIBEL MENDEZ
      Receipts of distribution 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 04/30/26 to allow time for above pleading to be submitted.
      Appearance not required (by VCourt if preferred

      PR-21-001455 ESTATE OF MARIA H. BATISTA
      Discharge Review Hearing:
      Receipts of distribution are on file; the receipts do not agree with the court’s order of final distribution file-marked 06/10/25. The discrepancy is exactly $240.00 per each receipt, a total of $480.00.
      A Supplemental Account was returned for correction on 06/23/25 as it was not labeled as being submitted ex parte, nor was it submitted to the clerk’s office to be set for hearing.
      Appearance by counsel required (by VCourt if preferred).

      PR-22-000184 ESTATE OF KENNETH HERMAN KUSNIK
      Receipts of distribution 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 03/26/26 to allow time for above pleading to be submitted.
      Appearance not required (by VCourt if preferred

      PR-22-000446 ESTATE OF GAIL ANN CARSON
      (1)    Account Review Hearing on Retained Funds continued from 09/26/24, 01/23/25, 06/04/25:
      Nothing filed since last hearing.
      See 01/01/25 revisions to Local Rules 8.68 and 8.92.
      Form DE-295, Ex Parte Petition for Final Discharge and Order, not yet submitted.

      (2)    Order to Show Cause issued 01/23/25 to personal representative’s counsel, Frances C. Fort, Esq. continued from 06/04/25:
      To appear and show cause for failure to file receipts.
      Receipts of distribution are not on file.
      Appearance by counsel 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
      Discharge Review Hearing:
      See Local Rule 8.92 and Judicial Council Form DE-295
      Receipts of distribution not on file [see Pr. Code section 11753(b)].
      Consider downloading the form from https://selfhelp.courts.ca.gov/jcc-form/DE-295
      Appearance by Administrator (self-represented) required (by VCourt if preferred).

      PR-23-000308 ESTATE OF GEORGE DOUGLAS BIXLER, SR.
      Inventory Review Hearing:
      Letters issued 08/18/25. Inventory and Appraisal due 12/18/25.
      Final Inventory and Appraisal not on file. See Local Rule 8.41 B, Probate Code section 8800 et seq.
      Pursuant to a declaration filed by administrator, Recommend continuance to 04/28/26 to allow time for filing of the above pleading.
      Appearance not required (by VCourt if preferred).

      PR-23-000640 ESTATE OF MARIA DE REFUGIO JAUREGUI
      Discharge Review Hearing:
      Receipts on distribution not on file.
      Form DE-295, Ex Parte Petition for Final Discharge and Order, not yet submitted.
      Recommend continuance to 03/26/26 to allow time to file the above pleadings.
      Appearance not required (by VCourt if preferred).

      PR-23-000650 ESTATE OF KATHRYN P. ESQUIVEL, AKA KATHRYN P. FAGAN
      Discharge Review Hearing:
      Receipts on distribution on file.
      Form DE-295, Ex Parte Petition for Final Discharge and Order, not yet submitted.
      Recommend continuance to 03/26/26 to allow time to file the above pleadings.
      Appearance not required (by VCourt if preferred).

      PR-23-000749 MATTER OF ARLETE B. HEMPHILL 2021 REVOCABLE TRUST
      Hearing on Order to Show Cause issued 10/30/25 to Attorney Katerina Zima Vita:
      To appear and show cause why she should not be monetarily sanctioned in the amount of $5,000, payable to the clerk of the court, why she should not be directed to serve a copy of the ruling on her client if the OSC is not discharged, and why the clerk of the court should not be directed to serve a copy of the ruling on the State Bar if the OSC is not discharged.
      Appearance by Katerina Zima Vita mandatory (by VCourt if preferred).

      PR-23-000834 ESTATE OF THOMAS LESLIE BERTKEN, AKA THOMAS L. BERTKEN
      Discharge Review Hearing:
      Form DE-295, Ex Parte Petition for Final Discharge and Order, has been submitted and is recommended for approval.
      Hearing will vacate.
      No appearances.

      PR-23-000872 ESTATE OF DOLORES BISCARRA
      Discharge Review Hearing:
      Receipts on distribution on file.
      Form DE-295, Ex Parte Petition for Final Discharge and Order, not yet submitted.
      Recommend continuance to 02/26/26 to allow time to file the above pleadings.
      Appearance not required (by VCourt if preferred).

      PR-23-001292 ESTATE OF MARCIA LYNN BENSON
      Discharge Review Hearing:
      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
      Recommend continuance to 02/26/26 to allow time to file the above pleadings.
      Appearance not required (by VCourt if preferred).

      PR-24-000086 ESTATE OF GEORGE EDWARD COSTA, JR.
      Discharge Review Hearing:
      Receipts on distribution on file.
      Form DE-295, Ex Parte Petition for Final Discharge and Order, not yet submitted.
      Recommend continuance to 03/26/26 to allow time to file the above pleadings.
      Appearance not required (by VCourt if preferred).

      PR-24-000096 ESTATE OF ROBERT HERRERA RAYMUNDO, AKA ROBERT H. RAYMUNDO, ROBERT RAYMUNDO
      Discharge Review Hearing:
      Form DE-295, Ex Parte Petition for Final Discharge and Order, has been submitted and is recommended for approval.
      Hearing will vacate.
      No appearances.

      PR-24-000387 ESTATE OF JEFFREY LEE KRETZ
      Hearing on Waiver of Accounting, Report of Administrator and Petition for Final Distribution; allowance of Compensation by Administrator; for Allowance of Compensation to Attorney for Ordinary Services and for Final Distribution continued from 10/09/25
      Recommend approval of report and petition.
      Need new proposed Order specifying the amounts of funds to be distributed to each heir; the court will compare the order to the future receipts.
      Recommend Discharge Review Hearing 06/25/26 pursuant to Local Rule 8.92.
      Appearance not required (by VCourt if preferred).

      PR-24-000410 ESTATE OF ANITA L. BRADLEY
      Discharge Review Hearing:
      Receipts on distribution on file.
      Form DE-295, Ex Parte Petition for Final Discharge and Order, not yet submitted.
      Recommend continuance to 03/26/26 to allow time to file the above pleadings.
      Appearance not required (by VCourt if preferred).

      PR-24-000433 ESTATE OF JOAN HELENE BELLO
      Discharge Review Hearing:
      Receipts of distribution on file.
      Recommend continuance to 05/21/26 as requested by the personal representative (Status Report file-marked 12/02/250 to allow additional time for taxes.
      Appearance not required (by VCourt if preferred).

      PR-23-000537 ESTATE OF DAVID BUCHANAN
      Hearing on First and Final Account and Report of Administrator; Petition for Order: Settling Account and Approving Report of Administrator; Allowing Statutory Administrator’s and Attorneys’ Compensation; Allowing Extraordinary Attorneys’ Compensation; and for Final Distribution:
      •    Report paragraph cc does not appear to comply with PrC§9202(b) (“is or has previously been confined”). See also PrC§216, Local Rule 8.83 F.
      •    Please provide a copy of the fee agreement referenced in Report paragraph y (tort litigation).
      •    Proposed Order not yet submitted.
      Recommend continuance to 01/23/26 to allow time to cure defects.
      Appearance not required (by VCourt if preferred).
       

      PR-23-001288 ESTATE OF JENEVIEVE ANN KENOYER, AKA JENEVIEVE A. KENOYER
      Hearing on Second PrC§12200 Status Report of Administration:
      Notice appears complete. 
      Recommend court vacate previously set Account Review Hearing of 02/04/26 and reset for 04/29/26.
      Appearance not required (by VCourt if preferred).

      PR-24-000702 ESTATE OF EDWARD J. GOMEZ, AKA EDWARD JOSE GOMEZ
      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 Attorney’s Fees; for Approval of Costs; for Extraordinary Fees:
      Recommend approval of petition.
      Recommend Discharge Review Hearing 06/25/26 pursuant to Local Rule 8.92.
      Recommend court vacate 02/24/26 Account Review Hearing.
      Appearance not required (by VCourt if preferred).
       

      PR-25-000915 MATTER OF MARC C. STONER TRUST
      Hearing on Petition for Order Confirming Property Owned by Trust:
      •    Petition offers that the Amendment to the Trust names the petitioner as beneficiary of the Settlor’s interest in Pathways. Paragraph 6.2 C as amended states “C. Settlor interest in PATHWAYS NURSING PRACTITIONERS, INC., shall be distributed per the LLC Agreement. If the LLC Agreement does not have distribution provisions, then Settlor shares shall be distributed to [Petitioner as an individual]”. Is it Petitioner’s position that the LLC Agreement does not have distribution provisions? Recommend court direct petitioner to attach a copy of the LLC Agreement as an exhibit to a verified pleading purs. to CRC rules 7.3, 7.53.
      Objection filed – 12/11/25, by D. Iverson. 
      Possible long-cause matter.
      Appearance by counsel required (by VCourt if preferred).

      PR-25-000933 MATTER OF WALCZAK FAMILY TRUST:
      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:
      •    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.
      Appearance by petitioner (self-represented) required (by VCourt if preferred).

      PR-25-001192 ESTATE OF WALDO R. PEREZ
      Hearing on Petition for Letters of Administration:
      Bond waivers on file for all intestate heirs.
      Recommend approval of petition.
      Recommend Inventory Review Hearing 06/17/26 pursuant to Local Rule 8.41B.
      Appearance not required (by VCourt if preferred).

      PR-25-001195 ESTATE OF ROBERTO DIAZ OCAMPO
      Hearing on Spousal Property Petition:
      If no one appears to object, recommend approval of petition.
      Appearance not required. (by VCourt if preferred).

      PR-22-001214 ESTATE OF ARCELIA MADRID VAZQUEZ, AKA ARCELIA MADRID, AKA ARECELIA M. VAZQUEZ
      Discharge Review Hearing:
      Ex Parte Petition for Final Discharge and Order has been submitted and is recommended for approval.
      Hearing will vacate.
      No appearances.

      FRIDAY, DECEMBER 19, 2025
      Department 22 
      There are no decedent’s estates or trusts on calendar

      MONDAY, DECEMBER 22, 2025
      Department 22 
      There are no decedent's estates or trusts on calendar

      TUESDAY, DECEMBER 23, 2025
      Department 22 
      There are no decedent's estates or trusts on calendar

      WEDNESDAY, DECEMBER 24, 2025
      Department 22 
      There are no decedent's estates or trusts on calendar

      THURSDAY, DECEMBER 25, 2025
      COURT HOLIDAY

      FRIDAY, DECEMBER 26, 2025
      COURT HOLIDAY