Probate Notes

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.

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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.
 

POSTED October 2, 2026
Proposed Local Rules revisions for Superior Court of California, County of Stanislaus, which will take effect January 1, 2027, 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

• 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.

THURSDAY, OCTOBER 1, 2026
Department 22
8:30 a.m.

PR-22-000667 ESTATE OF JENNIFER LYNN DUNN
Hearing on Petition for Final Distribution of Estate on Waivers of Accounting; First and Final Report of Administrator continued from 04/23/26, 06/24/26:
Nothing filed in seven months, since pleading was filed. Prior Notes remain:
• No waivers of accounting are yet on file. Pursuant to Local Rule 8.69, account waivers must be notarized.
• Notice of Hearing not on file (PrC §§ 10830, 11000, 11601).
• Report paragraph 5 (description of creditor claims and their disposition):
      o    Did not include the Claim filed by UMB Bank on 09/12/22 for $1,746.74 or the second Claim filed by Synchrony Bank on 10/03/22 for $207.05.
      o    Did not report the action the personal representative took on the claims except for the claim by ALLY Bank (see Local Rule 8.83 B).
      o    Of the three Creditor’s Claims filed in this matter which Report identified and the two Creditor’s Claims which the Report did not address (see note above), there has been neither a notice of withdrawal filed by the creditor nor a Form DE-174, Allowance or Rejection, filed in this matter by the personal representative. See California Rules of Court rule 7.401. 
                +    Notice of Hearing appears required for above four creditors (ALLY Bank, UMB Bank, SYNCHRONY Bank, AT&T UVERSE). See Probate Code §§ 48, 9250, 11640, 11429; California Rules of Court rule 7.401.
• The will included a specific bequest of personal property (to J. Chapman Lucas). The Petition does not explain why those assets were not included in the Inventory and Appraisal. 
      o    Notice of Hearing will be required on that beneficiary.
• Neither the petition, prayer, nor the attached Exhibit A (described as “The Property on Hand Available for Distribution and the Proposed Distribution schedules”) reflect the specific amount of cash to be distributed to each residual beneficiary.
Recommend court suspend the Executor for failing to perfect notice and for failing to cure defects with Accounting such that it may be approved.
Recommend court appoint the Public Administrator as Special Administrator purs. to Probate Code § 8500; recommend court direct the Public Administrator to investigate the status of the estate assets and prepare, serve, and file a Report with the court.
Recommend court issue Order to Show Cause to the Executor to appear and show cause at the next hearing why the court should not impose either sanctions or surcharge, and/or remove her from office for her failure to cure all defects with the account and bring this estate to a close.
Appearance by Executor (self-represented) mandatory (by VCourt if preferred).

PR-22-000843 ESTATE OF JAMES ARNOLD PAIONI, AKA JAMES A. PAIONI, JIM A. PAIONI
Inventory Review Hearing continued from 01/08/26, 02/27/26, 06/24/26:
Final Inventory and Appraisal 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 04/07/27 pursuant to Local Rule 8.82.

PR-23-001303 ESTATE OF VELMA ELAINE ADAMS, AKA ELAINE ADAMS, ELAINE WEST ADAMS, ELAINE W. ADAMS
Hearing on Order to Show Cause issued 06/25/26 to personal representative’s counsel:
To appear and show cause for failure to appear on 06/25/26 and for failure to file Form DE-295, Ex Parte Petition for Final Discharge and Order.

Discharge Review Hearing continued from 06/25/26:
Nothing filed since previous hearing. Prior Notes remain:
Receipts on distribution not on file.
Ex Parte Petition for Final Discharge not yet submitted.
Appearance by counsel required (by VCourt if preferred).

PR-24-000545 MATTER OF ADAMAKIS REVOCABLE TRUST
Hearing on Court’s Motion to Dismiss continued from 04/17/26:
If no one appears, case will be dismissed.
No appearances required (by VCourt if preferred).

PR-24-001157 MATTER OF SMITH FAMILY LIVING TRUST
Review Hearing continued from 02/24/26: 
Status re: Triable issues; set by court 10/01/25.
Status Report filed – 01/27/26, by Trustee.
Status Report filed – 06/15/26, by Trustee.
Status Report filed – 07/31/26, by Trustee.
Recommend court drop Review Hearing re: Status of Triable issues, as a proposed settlement agreement is pending before the court.

Hearing on Petition for Instructions and Order Confirming Power to Sell Trust Asset continued from 03/27/25, 06/05/25, 10/01/25, 02/24/26:

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.
Recommend continuance to 10/28/26, to coincide with hearing on Petition for Order Approving Settlement Agreement.

Appearance not required (by VCourt if preferred).

PR-25-001096 G. RUSSELL AND PATRICIA C. COSGRAVE TRUST
Hearing on Petition for Order Compelling Trustee to Account and Report; for Suspension of Trustee and Appointment of Temporary Trustee; and for Removal of Trustee and Appointment of Successor Trustee (PrC §§15642, 16061, 16420, 17200)(filed by Steven C. Cosgrave) continued from 02/11/26, 06/18/26:
Prior defects cured.  
Notice appears complete.
On 06/18/26, the court set a deadline for objections or any other pleadings. If not filed by 07/31/26, objections are waived pursuant to CRC 7.801.  Objections are not on file.
•    Need new order. Proposed order submitted 10/16/25 omitted a finding regarding notice [see PrC§1260].
Hearing Required.
Appearance by counsel required (by VCourt if preferred).

PR-25-001284 VIRGINIA DARE ROMEO TRUST
(1)    Hearing on Petition for Return of Personal Property (Probate Code Section 850); Elder Financial Abuse (WIC sections 15610.30 et seq); for Double Damages (Probate Code Section 859); and for Attorneys’ Fees and Costs continued from 03/19/26, 07/16/26:
Response filed - (file marked 03/12/26 by Bank of America, N.A.) 
Opposition filed - (file marked 04/29/26 by Anthony Pulliam, Rae Ann Pulliam)

Nothing filed since last hearing. Prior note remains:
•    Petition omitted a list of parties entitled to Notice pursuant to Probate Code section 17201.

(2)    Hearing on Petition for Removal of Trustee, Appointment of Successor Trustee and Related Relief (filed by Anthony Pulliam) continued from 06/18/26:
Nothing filed since last hearing. Prior note remains:
•    Petition does not appear to allege that venue is proper in this county (PrC§17005).
•    Body of petition omitted the legal description and assessor’s parcel number for the real property.
•    Body of Petition omitted the names and mailing addresses of those entitled to notice (PrC§17201).
•    Copy of the Trust was not attached to the petition.
•    Petition is not verified (See California Rule of Court 7.103, California Code of Civil Procedure sections 2015.5, 446).
•    Petition seeks to remove trustee but did not identify and seek confirmation of the named successor under the trust.
•    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.
•    Notice of Hearing (Form DE-120) not on file.  See PC§17203(a) for notice requirements in trust proceedings.
•    Need order.
Hearing Required.
Appearances required (by VCourt if preferred).

PR-26-000166 ESTATE OF ELSIE KING, AKA ELSIE MARIE KING
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 06/22/27 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-26-000228 ESTATE OF GREGORY LYNN THOMAS
(1)    Order to Show Cause issued 06/24/26 to Nicholas D. Yonano, Esq.:
To appear and show cause for failure to appear at the 06/24/26 and failure to cure defects as directed.

(2)    Hearing on Petition for Letters of Administration continued from 04/28/26, 06/24/26:
Response to Calendar Notes cured some defects. Prior notes remain:
•    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. Maximum bond would be $404,000.00.
•    Petition item 8 omitted the name and date of death of decedent’s predeceased spouse.
•    Form DE-121 Notice of Petition to Administer Estate not on file.
•    Affidavit of publication not on file. See Local Rule 8.12.
Appearance by counsel required (by VCourt if preferred).

PR-26-000426 ESTATE OF MARIA DE LOS ANGELES ORTEGA
Hearing on Amended (file marked 08/18/26) Petition for Probate of Lost Will and for Letters Testamentary continued from 06/25/26:

Defects in the Amended Petition (Form DE-111) which must be addressed:
•    Item 3f(2) reflects the date of the Will as 07/19/26.  The date of the Will is 07/19/16.
•    Attachment 3f(3) purports itself to be a Declaration regarding the request to admit a lost will pursuant to PrC§6124 but it does not appear to address all of the requirements of that section. Was the testator competent until death? Where amongst the decedent’s belongings was the copy of the Will found?
•    Petition seeks admission of lost will dated 07/19/16 and includes a copy of a foreign Will dated 10/25/2011. Petition alleges the 2011 Will is presented to prove decedent’s estate planning; however, the copy of the foreign Will is not translated by a qualified English translator. See Local Rule 8.24C and California Rules of Court rule 3.1110(g). 
See California Rules of Court rules 7.3 and 7.53 to learn about the types of forms that may be used to address these defects.
Petitioner may consider supplementing petition to provide the missing information.
Judicial Council forms are available for download here: https://www.stanislaus.courts.ca.gov/forms-filing/common-forms-packets 

Defects in the file:
•    Form DE-121, Notice of Petition to Administer Estate, has the following defects:
    o    Omitted notice to the foreign consulate (PrC§8113, Local Rule 8.16). Mailed notice must also be given to the foreign consulate of the nation of which the decedent was a citizen.
    o    Service incomplete on two heirs; specifically, Ramiro Valdivia and Toribia Ruvalcaba whose address reflects “unknown” on item 8 of the Amended Petition.  Submitted to Judge for determination: Declaration of Elizabeth Valdivia re Due Diligence to locate heirs (attached to the Amended Petition) does not appear sufficiently detailed pursuant to Local Rule 8.14 B. 
•    Form DE-140, Proposed Order submitted 09/14/26 does not have the word “Lost” inserted in item 2c(2) (admission of Will), nor are the terms of the Lost Will (copy of the Will) attached to the proposed Order.
Appearance by petitioner (self-represented) required (Anyone wishing to appear remotely, may do so by telephone, using VCourt). 
 

PR-26-000435 ESTATE OF ROBERT WILLIAM STENGER
Hearing on Amended Petition (file-marked 09/15/26) for Letters of Administration continued from 06/25/26:
•    Form DE-121 Notice of Petition to Administer Estate not on file.
•    Affidavit of publication not on file. See Local Rule 8.12.
Consider visiting the California Courts Self Help page at
https://selfhelp.courts.ca.gov/probate and downloading forms from https://www.courts.ca.gov/forms.htm
Recommend continuance to 11/20/26 to allow time to perfect notice.
Appearance not required (by VCourt if preferred).

439659 DAVID FLUENCE SPECIAL NEEDS TRUST
Hearing on Eighth Biennial Accounting of Trustee and Petition for its Approval: 
Notice appears complete.
More time is needed for review.
Recommend continuance to 11/05/26 to allow time for review.
Appearance not required (by VCourt if preferred.)

PR-24-000480 ESTATE OF GLADYS MAE WOODS
Hearing on Waiver of Account and Report of Administrator, Petition for Final Distribution:
•    Schedule of Proposed Distribution not included, which is required even when accounting is waived. See Local Rules 8.69 and 8.83M.
•    Waivers of Accounting bearing notary’s acknowledgement not on file (Local Rule 8.69).
•    Paragraph 10 of the Report alleges that the personal representative sold the real property estate asset and it appears to have been done without first providing Notice of Proposed Action as was required by PrC§§10510, 10580 et seq., Local Rule 8.100).
    o    Notice of Proposed Action must be filed, with affidavit of mailing attached, per Local Rules 8.83 N and 8.100.
•    Need itemized list of assets on hand.  Please refer to PC§1062f.  "(f) Itemized list of property on hand, describing each item at its carry value."  Also Local Rule 8.83M.  "The following shall be included in a report of administration, whether filing an account or waiver of account . . . .  A full and complete description of all assets on hand, including the legal description and assessor's parcel number.  Also, CRC7.651(b)(1) "Include the amount of cash on hand."
•    Caption of pleading appears inadequate as personal representative is also seeking ordinary compensation [see Probate Code § 10830, California Rule of Court 7.102, Local Rule 8.83L].
•    Itemization of costs of administration was omitted which is required whether or not reimbursement is requested (see Local Rules 8.69, 8.83K).
•    Notice of Hearing not on file (PrC §§ 10830, 11000, 11601).
•    Need Order.

See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address these defects.
Recommend continuance to 11/06/26 to allow time to cure defect.
Appearance not required (by VCourt if preferred).
 

PR-24-000593 ESTATE OF VIVIAN ELIZABETH WHEELAND, AKA VIVIAN ELIZABETH PETRA OLSON
Hearing on PrC§12200 Status Report of Administration:
As court discussed with the personal representative on 08/06/26, this first Report was due more than twelve months ago.
It’s not clear if notice of hearing is complete as it appears that at least one person who was due notice may have died since the time this case was opened, in June of 2024.
The Report indicates that the personal representative believed three months were required, from the date of her signature (08/06/26), for the estate to be ready to be closed. It is not clear in the Report what work remains to be done.
Recommend court direct the personal representative to prepare and file the petition for final distribution. Recommend court direct that the petition must identify the names and addresses of all those entitled to notice, including the successor Trustee(s), and the current and contingent Trust beneficiaries.
Recommend court confirm the Account Review Hearing and Order to Show Cause now set on 12/03/26, at which hearing the personal representative will be required to appear if the petition for final distribution is not on file.
Appearance by personal representative (self-represented) required, to receive the court’s order. Anyone appearing at this hearing may do so either in person or by telephone, by VCourt, if preferred.

PR-24-000760 ESTATE OF CHRISTINE RITA PENNACHIO
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 Guardian ad Litem Fees:
Recommend approval of petition as supplemented.
Recommend Discharge Review Hearing 04/29/27 pursuant to Local Rule 8.92.
Need Order to Deposit Funds into Blocked Account, Form MC-355.
Appearance not required (by VCourt if preferred).
 

PR-25-001212 ESTATE OF PATRICK HEANEY
Hearing on Petition for Termination of Further Proceedings and for Discharge of Personal Representative:
Notice appears appropriate.
If no one appears to object, Recommend approval of Petition.
Recommend court discharge Personal Representative and close the estate.
Recommend court vacate previously set Inventory Review Hearing.
Appearance not required (by VCourt if preferred).

PR-26-000903 ESTATE OF ERNEST LEROY GARCIA, AKA ERNEST L. GARCIA
Hearing on Spousal Property Petition:
If no one appears to object, recommend approval of petition.
Appearance not required (by VCourt if preferred.)

PR-26-000917 ESTATE OF CARLA A. ZEPEDA, AKA CARLA ANN STEIGER
Letters of Special Administration expire upon appointment of general personal representative.
Hearing on Petition for Probate of Will and for Letters Testamentary:
Will is not self-proving. Proof of Subscribing Witness on file.
Recommend approval of petition, and admission of will to probate.
Recommend Inventory Review Hearing 04/06/27 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred.)

PR-26-000935 ESTATE OF ALBERT LEROY HINKLE
Hearing on Petition for Probate of Will and for Letters Testamentary:
•    Petition item 8 omitted the name and date of death of the decedent’s late spouse. 
•    Petition item 8 must include names as they are written in the Will; AKA’s may be used to identify the correct individuals.
•    Affidavit of publication not on file. See Local Rule 8.12.
•    Proposed Letters, Form DE-150, not yet submitted.
Recommend continuance to 11/20/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred.)

FRIDAY, OCTOBER 02, 2026
Department 22
8:30 a.m.

PR-24-001280 ESTATE OF GWENDOLYN JOHNSON
Hearing on First and Final Report of Administrators on Waiver of Account and Petition for Allowance of Statutory Compensation to Attorney, and for Final Distribution continued from 09/02/26:
•    Schedule of Proposed Distribution not attached, which is required even when accounting is waived. See Local Rules 8.69 and 8.83M.
•    Need new order.
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address these defects.
This matter will be continued to 01/14/27 pursuant to counsel’s declaration (file marked 09/10/26) requesting more time.
Appearance not required (by VCourt if preferred).

PR-25-000283 ESTATE OF MARY ANN MORSE
Hearing on First and Final Report of Administrator, Request for Approval of Administrator’s Expenses Reimbursement, and Petition for Final Distribution on Waiver of Account continued from 08/26/26:
Prior Notes have been cured.
Recommend approval of Report and Petition.
Recommend Discharge Review Hearing 04/29/2027 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-25-000299 ESTATE OF GARY JACKSON
Hearing on PrC§12200 Status Report of Administration continued from 08/27/26:
Nothing filed since previous hearing. Prior Notes remain:
•    Notice of Hearing file-marked 07/09/26 did not reflect that notice was given to the creditors that have filed claims and for whom it does not appear that personal representative has filed Forms DE-174 Allowance or Rejection of Creditor’s Claim [PrC§§12201(b), 48].
Recommend court issue Order to Show Cause to personal representative to appear and show cause why surcharge should not be imposed for failure to perfect notice purs. to PrC§12201. Failure to perfect notice of the 12200 Status Report may result in the court ordering the personal representative to present a First Account Current or appear purs. to PrC§12202 to explain why court should allow estate to remain open.
Appearance by personal representative and personal representative’s counsel required (by VCourt if preferred).
 

MONDAY, OCTOBER 05, 2026
No decedent's estates or trust matters on calendar

TUESDAY, OCTOBER 06, 2026
Department 22
8:30 a.m.

PR-22-000002 ESTATE OF MARK WAYNE GIRDNER
Hearing on Amended (file-marked 08/26/26) First and Final Report of Administrator and Petition for Final Distribution on Waiver of Account continued from 06/17/26, 07/15/26:
Prior Notes have been addressed. Notice appears complete.
•     Submit to court’s determination: personal representative’s Declaration Re Community Property file-marked 07/02/26.
Objection filed – 09/16/26, by Creditor James R. Ramirez.
Hearing required.
Appearance by personal representative (self-represented) and Objector (self-represented) required (by VCourt if preferred).

PR-23-001294 ESTATE OF MARY ELLA COHEN ESTATE OF MARY ELLA COHEN

3. Hearing on PrC§12200 Status Report of Administration (file-marked 08/17/26):
Notice appears complete.
Recommend court allow estate to remain open and set a further Account Review Hearing 06/30/2027.

2. Order to Show Cause issued 09/22/26 to personal representative’s counsel:
The court will discharge the Order to Show Cause as the issue has been addressed by counsel in the related case PR-23-001293.

1. Hearing on PrC§12200 Status Report of Administration (file-marked 07/27/26) continued from 09/22/26:
Notice of Hearing not on file. 
Recommend court drop the Report file-marked 07/27/26.

Appearance not required (by VCourt if preferred).

PR-24-000152 ESTATE OF EDMUND PAUL SCIARINI, AKA EDMUND P. SCIARINI, EDMOND SCIARINI
Account Review Hearing:
•    Neither Petition for Final Distribution nor (Second) PrC§12200 Status Report are on file at the time of review.  See Local Rule 8.82. 
Last status report, personal representative indicated 6 months were needed to complete administration of the estate.  This time has expired.
Need status of estate.
Appearance by counsel required (by VCourt if preferred).

PR-24-001111 ESTATE OF SUSAN MICHELLE COOK
Public Administrator appointed Special Administrator.

3. Hearing on PrC§12200 Status Report of Administration filed by suspended personal representative, continued from 08/18/26:
Nothing filed by suspended personal representative since the last hearing.
•    Notice of Hearing not yet on file (see PrC§12201) including creditors (PrC§48).
On 08/18/26, the court ordered the suspended personal representative to perfect notice pursuant to PrC§12201 before this hearing or surcharge may be imposed.
Hearing required for court to determine if it will impose surcharge.

2. Hearing on Order to Show Cause issued 02/25/26 to Administrator and continued from 07/09/26:
To appear and show cause why the court should not surcharge and/or remove the Administrator from office for failure to appear on 10/29/25 and 02/25/26, and for failure to perform any act as personal representative of this decedent’s estate, pursuant to PrC§§8804(b), 8502.
Failure to appear at this hearing may result in removal of Administrator from office, sanctions, and/or surcharge.
On 02/25/26, the court suspended Administrator purs. to PrC§8500(b).
On 07/09/26, the court appointed the Public Administrator as Special Administrator.
Declaration from Public Administrator with copy of escrow statement on file as the court ordered on 07/09/26.
Hearing required.
Recommend court direct the Public Administrator to file a petition for appointment as successor administrator purs. PrC§7621 for the purpose of preparing an Inventory and Appraisal and thereafter a Report and Accounting of an insolvent estate purs. to Local Rules 8.65, 8.69, 8.83; recommend reissuance of Order to Show Cause for removal pending hearing on petition for appointment of successor.
Submit issue of surcharge to the court.

1. Inventory Review Hearing continued from 10/29/25, 02/25/26, 07/09/26:
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.
Recommend court drop Inventory Review Hearing.

Appearance by suspended Administrator (self-represented) mandatory; by County Counsel required (by VCourt if preferred).

PR-25-000493 MATTER OF PRITCHARD FAMILY TRUST
Hearing on Petition 1) Financial Elder Abuse; 2) Breach of Trust and Fiduciary Duty; 3) Compel Accounting; 4) Compel Distribution; 5) Surcharge for Damages Resulting from Breach of Trust; 6) Constructive Trust; 7) Suspension and Removal of Trustee; 8) Instructions continued from 09/18/25, 01/21/26, 05/12/26:
Objection filed – 06/15/26, by Gary Pritchard.
Recommend continuance to 12/01/26, to coincide with hearing on Petition for Approval of Settlement Agreement.
Appearance not required (by VCourt if preferred).

PR-25-001068 ELSA CASTANON LIVING TRUST DTD SEPTEMBER 13, 2011
Hearing on Petition for Instructing the Trustee and Removal of Trustee (Probate Code §§ 17200, 15642) continued from 02/10/26, 06/17/26: 
Nothing filed since last hearing. Prior notes remain:
•    Petition seeks to remove trustee but did not identify and seek confirmation of the named successor under the trust.
•    Need order.
On 02/10/26 and 06/17/26, parties requested a continuance for further negotiations.
Need status.
Appearance by petitioner’s counsel required (by VCourt if preferred).

PR-26-000168 ESTATE OF BARBARA ALINE SALVAIL, AKA BARBARA A. SALVAIL, AKA BARBARA SALVAIL
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 06/15/27 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-26-000175 ESTATE OF STEPHAN JOHANSEN
Inventory Review Hearing:
Letters issued 04/28/26. Inventory and Appraisal due 08/28/26.
Final Inventory and Appraisal not on file. See Local Rule 8.41 B.
Recommend Account Review Hearing 05/27/27 when PrC§12200 Status Report will be due, if Petition for Final Distribution is not on file. 
Inventory and Appraisal must be filed before next hearing.
See Local Rules 8.82 and 8.41 B.
Appearance not required (by VCourt if preferred).

PR-26-000416 ESTATE OF SHERRI LEA LOFING
Hearing on Petition for Letters of Administration continued from 06/24/26:
Bond waivers on file for all intestate heirs.
Supplement to Petition to request “all sums” be deposited at Wells Fargo Bank.
On 06/24/26, the court continued the matter to allow time to file objections. Any objection must be filed and served by 08/28/26 or objections are waived pursuant to California Rules of Court rule 7.801.  Objections are not on file.
There being no objection, Recommend approval of petition as supplemented.  
Recommend Inventory Review Hearing 04/07/27 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).

PR-26-000418 ESTATE OF PEDRO BLANCO CORTINA
Hearing on Amended Petition for Letters of Administration (file marked 04/27/26) continued from 06/24/26:
Waiver of bond is on file.
Defects not cured. Prior notes remain:
The following items must be addressed in the Amended Petition (DE-111):
• Item 3b was checked (decedent was a citizen of another country), but the country was not specified.
• Item 3c omitted the county (decedent’s residence).
• Item 3g(3) was checked (appointment of special administrator) and attachment 3g(3) was included; however, this does not appear to be a petition for special administrator as other areas of this form pertaining to appointment of special administrator were left blank. (ie caption box, item 2(b)(4)….etc).  A separate petition is required for this purpose. It is unclear if petitioner’s intention was to amend the original petition filed 04/17/26 or to amend the petition for letters of special administration (which was previously adjudicated and denied). 
• Item 5a(3) or (4) were left blank (existence of registered domestic partner).
• Item 5a(5) and (a) or (b) were left blank (existence of child).
• Item 5a(7) or (8) were left blank (existence of issue of a predeceased child).
• Item 5b was left blank (existence of stepchild or foster child who would have been adopted but for a legal barrier).
• Item 8 did not properly label the personal representative pursuant to Local Rule 8.26D.  Example, Petitioner is both the decedent’s daughter and the proposed personal representative.
• The petition characterizes the decedent’s property as personal. It appears that at least one listed asset (IRA account) may not be subject to probate.  Is there a pay on death beneficiary for this account?  Has petitioner reached out to the account institution to inquire? Another asset listed as “SSA” does not appear to be an asset of the estate.
      o    In light of this and the low estimated value of the estate ($20,630.00), it is not clear whether formal probate is necessary in this case. Recommend the petitioners review the “Probate FAQ’s (frequently-asked questions)” on the court’s website here: https://www.stanislaus.courts.ca.gov/divisions/probate/probate-faqs 
      o    While Examiner does not consider the above note to be a fatal defect, it is the court’s discretion to consider granting a petition for probate under the threshold.
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address these defects.
Petitioner may consider supplementing petition to provide the missing information.
Judicial Council forms are available for download here: https://www.stanislaus.courts.ca.gov/forms-filing/common-forms-packets 
Declarations may be written on Judicial Council Form MC-030 Declaration or on pleading paper. 
Proof of Service is Form POS-030.

The following items must be addressed in the Court’s 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-150, Letters, submitted 04/27/26 is incomplete:  Item 3 is blank.
Recommend court direct petitioner to cure defects by the next hearing or it may result in dismissal of this petition.
Appearance by petitioner (self-represented) is required (Anyone appearing may do so either in person or remotely, by telephone, using VCourt).

PR-26-000424 ESTATE OF SHIU KUMAR
Hearing on Petition for Probate of Lost Will and for Letters Testamentary continued from 06/24/26:
Nothing filed since last hearing. Prior notes remain:
The following items must be addressed in the Petition (DE-111):
•    Item 3d(7) incomplete (Total value of estate).
•    Item 3e(1) was checked “special administrator is named executor” but petition did not request Letters of Special Administration.
•    Item 3f(3) was not checked (original Will has been lost); however, the caption of the petition reflects the box checked that this petition is for probate of a lost Will.
•    Item 3g(d) is checked “other executors will not act because of death); however, it does not appear that the other executor and date of his/her death was included on Item 8.
•    Item 5a(3) or (4) were left blank (existence of registered domestic partner).
•    Item 5a(5) and (a) or (b) were left blank (existence of child).
•    Item 5a(7) or (8) were left blank (existence of issue of a predeceased child).
•    Item 6h was checked (no next of kin) but does not agree with item 8 which reflects three heirs.
•    Item 8 did not properly label the personal representative pursuant to Local Rule 8.26D.  Example, Petitioner is both the decedent’s son and the proposed personal representative.
•    Item 8 must include all those named in the Will, and if they are deceased so state with date of death.
•    Item 8 did not include the complete addresses for all those listed.
•    Item 8 recites a person alleged to be the mother of the decedent.
•    Attachment 3f(3) omitted from Petition (Declaration regarding lost will purs. PrC§6124). See also PrC§8223.

The following items 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.

Appearance by petitioner (self-represented) is required (Anyone appearing may do so either in person or remotely, by telephone, using VCourt).

PR-24-001121 MATTER OF MARIA A. GONZALEZ 2016 IRREVOCABLE TRUST
Hearing on Amended Motion to Correct Clerical Error:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…

PR-24-001251 ESTATE OF IRMA J. KAELEMAKULE
Hearing on First and Final Report of Administrator with Will Annexed on Waiver of Account and Petition for Allowance of Compensation to Administrator with Will Annexed for Ordinary Services and Compensation to Attorney for Ordinary Services and Extraordinary Services and for Final Distribution:
Recommend approval of Report and Petition.
Recommend court vacate Account Review Hearing of 03/10/27.
Recommend Discharge Review Hearing 04/29/27 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-26-000014 ESTATE OF CARMEN LOYA
Hearing on First and Final Report of Administrator with Will Annexed on Waiver of Account and Petition for Allowance of Compensation to Attorney for Ordinary Services and Extraordinary Services and for Final Distribution:
Notes cured.
Recommend approval of petition as supplemented.
Recommend Discharge Review Hearing 04/29/27 pursuant to Local Rule 8.92.
Recommend court vacate previously set Account Review Hearing 04/20/27.
Appearance not required (by VCourt if preferred).
 

PR-26-000801 MATTER OF REVOCABLE TRUST OF MARY LOUISE SWARTZ
Hearing on Petition for Order Directing that Assets be Transferred into Trust:
Informational note from Probate Examiner, not necessarily a defect:
A pour-over will does not prove that the testator intended an asset to belong to the Trust during testator’s life, as a pour-over will, as in the nature of all wills, only reflects testator’s plan for his or her estate after death. The probate court considers a pour-over will as evidence of the absence of an alternate plan for the specific property; in other words, a pour-over will shows the court that the decedent did not devise the specific property elsewhere, it does not serve as evidence that a trustor intended his or her property to belong to a Trust during his or her life. 
•    It doesn’t appear that the decedent’s will was lodged with the clerk of this county. Was it lodged in a different court? If not, where is the original will?
•    The petition does not identify other potential persons entitled to notice: the decedent’s intestate heirs (names, addresses, status as adults or minors).
•    Is petitioner aware if the decedent signed beneficiary designations for any of three at-issue financial accounts? If not, has petitioner enquired of the financial institutions?
•    Proposed Order not yet submitted.
Recommend continuance to 02/09/27 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-26-000926 ESTATE OF CHARLES J. BARRERA, AKA CHARLES JOHN BARRERA, AKA CHARLES BARRERA
Hearing on Petition to Determine Succession to Primary Residence:
Examiner notes some of 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.
•    Proof of mailing not on file for the Department of Health Care Services, nor Declaration that notice is not required (see Local Rule 8.17 and PrC§215).
•    Copy of recorded grant deed showing current title was not attached or provided on separate pleading. See Local Rule 8.99. 
•    Petition item 9 incomplete.  9a(3) or (4) not checked (existence of registered domestic partner).
•    Attachment 11 does not appear to meet all of the requirements:
    o    Please provide additional detail as to Attachment 11(2): facts to show the property was decedent’s primary residence in California. A statement was provided alleging decedent owned it (also necessary), but the only fact     related to his residing was (decedent) “used the property as his principal residence for approximately 26 years before his death”. Item 11(2) requires “facts”, so please provide at least two facts related specifically to     residency.
    o    Attachment 11 omitted statement including facts showing the asset was decedent’s separate property [see petition item 11(3)].  See also PrC§§6401, 6402.
•    The information provided in item 13 is helpful, but it does not provide each petitioner’s specific percentage interest in the real property. This information must be provided purs. to PrC§§13150 et seq. See proposed Order item 9b.
•    Copy of recorded grant deed showing current title was not attached or provided on separate pleading. See Local Rule 8.99. 
•    Petition does not state the percentage of decedent’s ownership and seeks succession to decedent's interest in equal shares; however, the requested distribution appears inconsistent. The Order (item 9) reflects 1/3 interest.  Petition item 14 lists a trustee of a trust who is allegedly tenants in common of the real property.  Depending on the percentages, the distribution request may be incorrect.  For example, if decedent owned a 50% interest, then only the 50% interest would pass equally among the three successors, resulting in an undivided 16.667% interest (1/6 interest) to each successor in the property. 
•    The proposed order submitted 09/04/26 needs to be corrected reflecting the appropriate percentage of distribution to each heir.
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address these defects.
Recommend continuance to 02/10/27 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
 

PR-26-000940 ESTATE OF JAMES JOSEPH LAHERRAN, SR., AKA JAMES JOSEPH LAHERRAN, AKA JAMES J. LAHERRAN, AKA JAMES LAHERRAN
Hearing on Petition for Letters of Administration:
Requested bond of $235,700.00 appears adequate based on estimated value of estate alleged in the petition.
•    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. 
•    Submitted to court for determination: whether to order on the court’s own motion that petitioner conduct an heir search to identify and locate the decedent’s surviving intestate heirs to the nearest degree of kinship pursuant to PrC§6402. 
The following must be addressed in the Petition (DE-111):
•    Item 3h(2) is checked indicating proposed personal representative is a nonresident of California; however, the addressed provided appears to be in California. Please clarify if proposed personal representative is an out of state resident.
•    Need dates of death of all deceased persons listed in petition item 8.
•    Petition item 8 did not include the proposed personal representative (Local Rule 8.26 D).
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address these defects.
The following must be addressed in the Court’s file:
•    Form DE-147 Duties and Liabilities not on file.
•    Affidavit of publication not on file. See Local Rule 8.12.
•    Forms DE-140 and DE-150, Proposed Order and Letters, not submitted.
Appearance by counsel required (by VCourt if preferred).

WEDNESDAY, OCTOBER 7, 2026
Department 22
8:30 a.m.

PR-19-001263 ESTATE OF MELVIN ALLEN, SR.
Account Review Hearing continued from 05/20/26:
On 05/20/26, the court directed that a PrC§12200 Status Report must be filed if estate is not in a position to be closed. Nothing has been filed.
• Recommend court issue Order to Show Cause to Special Administrator and Special Administrator’s counsel to be personally present pursuant to PrC§12202:
      o    To show condition of estate and why estate cannot be distributed and closed;
      o    So that court may order Special Administrator to prepare and file a First Account Current at the court’s discretion pursuant to PrC§12202(b).
      o    Noncompliance may result in removal of Special Administrator from office (PrC§§12204, 8500).
Appearance by Special Administrator and Special Administrator’s counsel required (by VCourt if preferred).

PR-24-001374 L M DAVIDSON 2018 FAMILY TRUST DTD MAY 30, 2018
Hearing on Petition to 1) Compel a Report of the Trust and its Administration; 2) Compel an Account; 3) Compel Trustee to Perform Duties; 4) Instruct the Trustee; 5) Suspend and Remove the Trustee; and 6) Surcharge the Trustee (filed by Julie D. Davidson, Ted G. Davidson, and Mitchell L. Davison) continued from 05/14/25, 09/16/25, 06/24/26:
Objection and Response filed -  09/16/25 (by Karen E. Serpa, Trustee)
Defects not cured. Prior notes remain:
•    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.
•    Need proposed order.
On 06/24/26, the Court continued this matter at the request of parties due to the counsel’s assertion that a settlement was circulating.
Need status of settlement.
Appearance by counsel required (by VCourt if preferred).

PR-25-000029 ESTATE OF CHRISTOPHER LANCE PEREZ
Account Review Hearing continued from 07/14/26:
Account Review Hearing will be dropped.

Hearing on PrC§12200 Status Report of Administration:
•    The date of the personal representative’s verification was not included, presuming that she did in fact sign the verification and that, if not done electronically, the filer is maintaining the original bearing her signature purs. to CRC rule 2.257(b).
•    Notice of Hearing not yet on file (see PrC§12201) including creditor(s) (PrC§48) for whom a Form DE-174, Allowance or Rejection is not yet on file, to wit: Claim file-marked 07/18/25 by Snap-On Credit, LLC.
Recommend court order personal representative to perfect notice pursuant to PrC§12201 before the next hearing or surcharge may be imposed. If the Petition for Final Distribution is filed prior to the next hearing, the next hearing may be vacated.
Recommend continuance of hearing on PrC§12200 Report to 12/11/26 to allow time for notice.

Appearance not required (by VCourt if preferred).

PR-25-000684 ESTATE OF FREDERICK JOSEPH OLIVERA 
Inventory Review Hearing continued from 07/08/26:
Final Inventory and Appraisal is on file.
•    Inventory and Appraisal omits characterization of decedent’s property (community or separate property) [PrC§8850(c)]. This information will be needed prior to the closing of the estate.
Recommend Account Review Hearing 05/11/27 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-18-000116 ESTATE OF GUADALUPE A. OROZCO, AKA LUPE OROZCO   

1.    Hearing on Petition for Surcharge and Sanctions Against Samuel Orozco, et al., and Reimbursement to Rebecca Orozco for Estate Attorney Services Paid continued from 01/13/26, 05/05/26, 06/23/26, 07/09/26:
Notice has been perfected. 
Nothing filed since previous hearing. Prior Notes remain:
• On 05/05/26, the court ordered petitioner, Rebecca Orozco, to choose one of her three (3) nearly identical “Supplements” filed on 01/08/26, 01/12/26, 01/21/26, serve it, and thereafter file a proof of service with the exact pleading title AS WELL AS the file-mark date of the Supplement of which parties were served copies, or the court would not consider the Supplement. As of 06/18/26, the petitioner has not filed complied. The Notice of Hearing file-marked 06/08/26 does not include the file-mark date of the Supplement, so the court cannot know which of the three (3) nearly identical supplements was served on the parties. Recommend court not consider any of the three supplements, finding that they are ex parte.
      o    Instead, the petitioner filed a fourth Supplement, on 07/06/26, with proof of service attached. Exhibit C of the 07/06/26 Supplement is illegible.
• Proposed Order submitted 01/12/26 did not include court’s finding regarding notice. See PrC§1260.
Opposition filed – 12/23/25, by Samuel Orozco, Sr., Paul Orozco, Samuel Orozco, Jr., and Jeremy Orozco.
Request for Judicial Notice filed – 12/23/25.
Response to Opposition filed – 01/06/26, by petitioner, Rebecca Orozco.
• Proof of service of Response is not on file.A second Response to Opposition filed – 09/29/26, by petitioner, Rebecca Orozco, with proof of service attached.
A Supplemental Memorandum in Support of Opposition filed – 10/02/26, by Samuel Orozco, Sr., Paul Orozco, Samuel Orozco, Jr., and Jeremy Orozco. The Memorandum appears to constitute the objectors’ preferences and opinions about the Probate Notes above.

Submit to court whether to require petitioner to cure: defect with fourth Supplement file-marked 07/06/26 (illegible Exhibit C); perfect service of Response to Opposition file-marked 01/06/26.

2.    Hearing on Petition for 1) Approval of Second and Final Account and Report of Personal Representative; 2) Approval of Payment of Statutory Compensation to Personal Representative and Counsel; 3) Approval of Payment of Extraordinary Compensation to Personal Representative and Counsel; 4) Approval of Reimbursement to Personal Representative and Counsel for Costs; 5) Instructions and Orders on Payment of Fees Based on Court’s Prior Orders; 6) Instructions and Orders on Payment of Outstanding Legal Fees by Prior Counsels; 7) Instructions and Order on Reimbursement to Rebecca Orozco for Costs; 8) Instructions and Order on Surcharge to Samuel Orozco (or, Alternatively, Against All Adversarial Beneficiaries); 9) Approval of Withholding of $2,500 for Reserve; 10) Settlement of Estate and Order for Final Distribution; 11) Order on Release of Funds from Blocked Account; 12) Order Approving Payment of Receivables; and 13) Discharge of Personal Representative and Exoneration of Bond Upon Filing of Receipts and Application for Discharge continued from 06/23/26, 07/09/26:
Nothing filed since previous hearing. Prior Notes remain:
a.    PROBATE NOTES AS TO PETITION:
i.    Notice
• Notice of Hearing did not contain the complete correct title of the pleading per PrC§11000(b); CRC rule 7.50; and Local Rule 8.83L; notice must be re-done.
• Notice of Hearing not on file for additional prior counsel for the personal representative: Broderick Legal Group. See CRC rule 7.704(b).
ii.    Accounting:
• Attached as the last page of the Accounting (page 201 of 341) is a Schedule titled “Receivables Due Estate”. Said Schedule was not included in the Summary of Account. The only item listed is described as “Paul Orozco – per court ruling made on 7/22/22”. What mechanism does the personal representative propose for approval of a “receivable” now, at the close of this estate? Did the personal representative pursue enforcement procedures to collect?
• “Outstanding fee orders” as reported in petition paragraph 23 would appear to be liabilities of the estate and ought to have been included in a Schedule of the Accounting.
      o    Please confirm if the estate has paid the three AFC awards of $4,476.23 each as ordered per the Court’s Ruling issued 07/22/22, as they were not included elsewhere in the pleading? See Exhibit H. 
• Please elaborate on the Chase account not previously reported in the prior account included in the “Schedule of Additional Assets Received” (page 181 of 341). Was the Chase account ending 9650 an account belonging to the decedent that was not inventoried, or was it an estate account that was not included in the Schedule of Property on Hand at End of Account from the Amended First Account Current file-marked 07/19/23? If the latter, please review the First Account Current and investigate how that account was reflected as balancing even though the Property on Hand was, perhaps, short by $25,054.52. 
• Schedule of Disbursements (starting page 195 of 341) did not include payment of bond premiums. Have bond premiums been paid?
iii.    Petition:
• Petition paragraph 5.d. does not appear to comply with PrC§9202(b) (“is or has previously been confined”). See also PrC§216, Local Rule 8.83 F.
• Petition paragraph 19 did not include a statement regarding interest bearing accounts [see PrC§1064(a)(5)].
• Please provide additional information as to Petition paragraph 27 (surcharge request). What is Paul’s last name? How did petitioner calculate the proposed surcharge amount? Recommend court require an itemized loss calculation as to request for surcharge of Sam Orozco Sr., and/or all “adversarial beneficiaries”. 
• It appears that the personal representative reimbursed himself and his family members from estate funds without the court’s prior approval; it does not appear that the personal representative had authority for these reimbursements. Please provide a separate schedule for reimbursements and copies of supporting documentation, e.g.: invoices noted as paid, receipts, statements, or as a last resort – copies of financial account statements with all but the last four digits of the account number redacted purs. to California Rule of Court. [Ref: Schedule of Disbursements as well as Exhibit K (personal representative’s Declaration)].
      o    One of the reimbursements ($3,844.50 on 10/29/25) was to Rebecca Orozco for funeral expenses (page 195 of 341). Funeral expenses are considered a “claim” on the estate pursuant to PrC§9000 and subject to Creditor’s Claims procedure for reimbursement. Did the personal representative receive a late Creditor’s Claim?
• Personal representative’s request for statutory compensation is inconsistently pled: $18,598.51 (petition paragraph 22.a.) or $18,464.77 (prayer paragraph 7). This Probate Examiner notes the former agrees with the court’s online calculator found on the court’s website.
• Personal representative’s request for extraordinary compensation is inconsistently pled: “not less than $36,000” (petition paragraph 22.b.) or “no less than $48,000” (prayer paragraph 8). 
• Personal representative’s request for reimbursement is inconsistently pled: “$63,535.49” (petition paragraph 22.c.) or “$18,464.77” (prayer paragraph 9). 
• As reflected in the petition paragraph 2c, the court on 04/18/23 ordered the personal representative to deposit all funds save for $20,000.00 into a blocked account. A receipt was filed on 07/21/23 indicating that funds of over $150,000.00 were deposited into blocked account ending 8775 at Chase Bank. The accounting reflects that there are or were multiple other accounts opened besides the blocked account and the account holding $20,000.00 (protected by bond): 2220, 1424, 9650. Were two of those three accounts also blocked (one of the three presumably being the account protected by bond)? According to Exhibit T (copies of account statements as of the end of the account period), the latter two accounts are in the name of the Trust and not this estate – why is that?
• Petition paragraph 28 (assets on hand for distribution) misstates the amount of cash on hand as reflected in the Schedule of Property on Hand at End of Account (Exhibit H, page 199 of 341) as well as the end date of the account period.
• Petition prays for the court’s approval of reimbursement to Rebecca Orozco, but that request was not specifically pled in the petition; rather, the petition refers to the separately-filed petition by Rebecca Orozco for reimbursement. Recommend court rule separately on the Petition filed by Rebecca Orozco, and, if the court were to approve this petition by the personal representative, specifically deny the petition as to reimbursement of Rebecca Orozco.
iv.    Exhibits:
• Exhibit N was out of sequential order, which complicated review of this pleading.
• Need verified Declaration(s) purs. to CRC rule 7.703 for requests for attorney fees from other attorneys or law offices (Broderick Legal Group).
• Exhibit K (personal representative’s Declaration): 
      o    Seeks court’s approval of reimbursement of, at different points, “costs” and “fees”. The Declaration alleges that the total “costs” advanced by the personal representative are in the table that followed, however, Supporting Schedule 3.1 (page 152 of 341) attached to the petition reflects that the personal representative reimbursed himself for additional estate expenses that were not included in Exhibit K. Please prepare a verified Declaration of all the administrative costs, expenses, and legal fees advanced by the personal representative and including those that were subsequently reimbursed by him from estate funds.
      o    Please provide copies of invoices from law offices for legal fees paid by the personal representative from his personal funds for which he seeks reimbursement (total $63,535.49).
• Exhibit N (Buchalter’s Declaration regarding counsel’s extraordinary fees): 
      o    The signature page is upside down and found between exhibits attached to the Declaration.
      o    Paralegals’ hourly rates exceed this county’s norms.
• Exhibit P (Chase’s Declaration regarding (Boutin) counsel’s extraordinary fees): 
      o    Schedule A was not attached (breakdown of time spent).
      o    Paralegals’ hourly rates exceed this county’s norms.
v.    Submit to court’s determination (once defects are cured):
1.    Personal representative’s extraordinary compensation and reimbursement of costs purs. CRC rule 7.703(b): Exhibit K (page 272 of 341) does not contain a specific itemization of extraordinary hours worked, but, as is explained in the Declaration, does appear to contain all other requirements of the rule of court. Seeking either $36,000.00 or $48,000.00 for fees (inconsistency Noted above) and $63,535.49 as reimbursement of legal costs paid to attorneys (see Note above regarding lack of supporting documentation for the latter).
2.    Counsel (Buchalter) request for extraordinary compensation and reimbursement of costs purs. CRC rule 7.703(b): Exhibit N (page 212 of 341), for $100,030.50 in fees for counsel, $3,980.00 in fees for paralegals (see Note, rate exceeds county norms), and $8,338.02 for extraordinary costs.
3.    Counsel (Ogden) request for extraordinary compensation purs. CRC rule 7.703(b) previously deferred on 06/28/24: Exhibit O (page 287 of 341), for $1,080.00 in fees for counsel, $345.00 in fees for paralegals.
4.    Counsel (Boutin Jones) request for extraordinary compensation and reimbursement of costs purs. CRC rule 7.703(b): Exhibits P and Q (page 299 of 341); Examiner cannot provide a specific breakdown of attorney and paralegal fees and costs as pages were missing (see Notes above).
5.    Request for direction to pay extraordinary compensation to counsel Broderick Legal group in the absence of a verified Declaration from counsel pursuant to CRC rule 7.703(b).

b.    PROBATE NOTES AS TO Objection, filed 06/15/26, by Samuel Orozco, Sr., Paul Orozco, Samuel Orozco, Jr., and Jeremy Orozco:
Objection is not specifically as to any single prayer, but rather as to submission of all the prayers together in one pleading: Once notice is perfected, recommend court consider making a finding as to the appropriateness of the personal representative presenting an “omnibus” (so characterized by the objectors) pleading including an account, report, petition for approval of both, for statutory and extraordinary compensation to fiduciary and his attorney, and for final distribution, together with a petition for surcharge (“fee-sharing”) of the objectors/heirs and petition for authorization to reimburse another heir. If the court were to find the presentation of a single pleading incorporating multiple prayers for relief appropriate, recommend court then set a deadline for the objectors to file whatever supplemental or amended objections as referenced in the body of the Objection, or such objections will be waived.

c.    POTENTIAL TRIAL ISSUES:
i.    Petition for Instructions for Surcharge of Sam Orozco or, in the alternative, other heirs for proposed amount in the range of $55,000.00 to $65,000.00.
ii.    Determination of Outstanding (attorney) Statutory Fees and Extraordinary Fees (and possible reduction).

Submit to court whether to direct Rebecca Orozco to cure defect in her fourth supplement or perfect service of one of her two oppositions to the response to her petition for surcharge.

Submit to court whether to direct the personal representative to present an itemized loss calculation as to surcharge request, as the Probate Examiner recommends.

Recommend court set deadline for personal representative to cure all defects including perfecting notice by a date certain; submit to court whether to impose possible penalties of lump sum surcharge or daily surcharges for filing after deadline.

Objectors Samuel Orozco, Sr., Paul Orozco, Samuel Orozco, Jr., and Jeremy Orozco filed “Request” on 10/02/26 that the court impose “terms and conditions” if this matter is continued. The “Request” appears to constitute the objectors’ preferences and opinions about the Probate Notes above.

Appearance required (by VCourt if preferred).

PR-25-001148 JOHN AND LUPE OROZCO FAMILY TRUST
Related case PR-25-000116
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 (filed by Samuel R. Orozco, Co-Trustee) continued from 02/25/26, 04/15/26, 05/05/26, 06/23/26, 07/09/26:
Objection filed – 06/09/263 (by Henry Orozco)
Reply to Opposition filed – 06/12/26 (by Samuel R. Orozco)
Prior defects cured by supplement.
Request that court take Judicial Notice of related case PR-18-000116 submitted to Judge for determination.
Appearances required (by VCourt if preferred).

PR-25-001232 ESTATE OF MONICA JIMINEZ JOHNSON, AKA MONICA FRANCES JOHNSON
Inventory Review Hearing continued from 07/08/26:
Letters Issued 01/09/26.  Inventory and Appraisal due 05/09/26.
Inventory and Appraisal not on file at time of review.
Recommend court compel Personal Representative to file the Final Inventory and Appraisal pursuant to Probate Code § 8804 or face possible sanctions including removal from office.
Appearance by Personal Representative and counsel required (by VCourt if preferred).

PR-26-000160 ESTATE OF PATRICIA ANN MONTGOMERY
(1)    Inventory Review Hearing:
Final Inventory and Appraisal is on file.

(2)    Hearing on First and Final Report of Administrator on Waiver of Accounting and Petition for its Settlement; for Statutory Attorneys’ Fees; for Reimbursement of Costs Advanced; for Exoneration of Bond; and for Final Distribution:
Recommend approval of petition.
Recommend Discharge Review Hearing 04/29/27 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
 

PR-26-000475 MATTER OF LEONA J. ASH TRUST DTD 9/18/1997
Hearing on Petition for Conveyance or Transfer of Property Claimed to Belong to Estate continued from 06/25/26:
Nothing filed since previous hearing. Prior Notes remain:
• Please provide a copy of the Letters of Administration for the Estate of Michelle Janson; if the Letters were issued by another county, the copy must be notarized.
• Please provide copies of the death certificates for Leona Ash and Michele Janson.
• Are Michele Janson and Michelle Janson the same person? Different spellings are used throughout the petition, while the exhibits are consistent in the use of one “l” in Janson’s first name.
• Are Leona I. Ash and Leona J. Ash the same person? The petition uses the middle initial J. throughout, while the exhibits are consistent in the use of middle initial I.
• The paragraphs on page 2 of the petition are numbered out of sequence, which complicated the preparation of these Probate Notes.
• Paragraphs 4 on page 1 and 9 on page 3 do not agree as to the nature of the relationship between Trustor/Trustee Leona Ash and the alleged initial successor Trustee Betty Castro. 
• Paragraph 9 on page 3 mischaracterizes Exhibit 3; the affidavit attached as Exhibit 3 was executed not by Betty Castro but by Michele Janson and was recorded (not filed) after the death of Betty Castro, not after the death of Leona Ash.
• The petition appears to substantially lack foundation, however petitioner alleges that the appropriate foundational evidence (a copy of the Leona J. Ash Trust, notices of changes of trustee) have not been and cannot be located.
      o    What efforts did the petitioner make to locate any of the missing documents? 
      o    What was the Trustor’s last known residence, and when did petitioner search it for the records? See petition paragraph 2.
      o    Did the petitioner search through the records of either Betty Castro or Michele Janson? 
      o    Did petitioner attempt contact with the notary who acknowledged the Quitclaim Deed recorded by Leona Ash on 09/18/1997 (the same date of her purported Trust)? See Exhibit 2.
      o    Did petitioner attempt contact with the notary who acknowledged the Affidavit of Death of Trustee recorded by Michele Janson on 12/24/24? See Exhibit 3.
• Exhibit 3, the Affidavit of Death of Trustee recorded by Michele Janson in 2025, and Exhibit 1, the Quitclaim Deed by which petitioner alleges the successor Trustee Michele Janson transferred title from the Trust to herself as an individual, are the sole evidence offered that Michele Janson is a rightful beneficiary of the Leona I. Ash Trust, that either Betty Castro or Michele Janson were successor Trustees, and that Michele Janson had authority to convey the real property to herself. Unfortunately, those documents contain discrepancies that complicate an already clouded title issue: 
      o    Exhibit 3, the Affidavit of Death of Trustee, identifies Michele Janson and Betty Castro as the Trustors who executed the Leona I. Ash Trust and any Amendments thereto, rather than Leona I. Ash. 
      o    The notary acknowledgement on page 2 of Exhibit 1, the Quitclaim Deed, has a section crossed out, indicating that someone, either the notary or Michele Janson herself, struck out language identifying Michele Janson as the successor Trustee of the Leona I. Ash Trust.
Recommend court set deadline for curing of defects or case may be dismissed.
Appearance by counsel required (by VCourt if preferred).

PR-26-000489 ESTATE OF LOUISE ELAINE SPAMAN-WILLIAMS, AKA LOUISE ELAINE WILLIAMS, LOUISE WILLIAMS
Hearing on Spousal Property Petition continued from 07/14/26:
Supplement file-marked 07/15/26 addressed the prior Probate Notes. 
Submitted to court for determination.
Appearance by counsel required (by VCourt if preferred).

PR-25-000336 ESTATE OF RICHARD DOUGLAS GARFIELD
Hearing on Petition for Settlement of First and Final Account and Final Distribution; Waiver of Accounting; Allowance of Compensation to Administrator and Attorney:
• An amended creditor's claim was filed on 09/24/26 after expiration of the creditor claim period and after filing of the petition for final distribution. The amended claim reflects an increased amount based on what appears to be accrued interest. Please clarify the status and disposition of the amended claim, whether the increase is authorized under Probate Code § 9104, and effect, if any, on proposed distribution.
      o    If the proposed disposition is affected, a new order will be required.
Recommend continuance to 11/20/26 to allow time to address the above issue.
Appearance not required (by VCourt if preferred).

PR-26-000815 MATTER OF THOMAS AND PATRICIA BEARD LIVING TRUST
Hearing on Petition to Compel Accounting and Production of Information and Documentation:
Need proposed Order.
A “Response” was filed, by the Trustee. The Response was not titled Objection/Opposition, nor does the contents appear to include opposition. An accounting was attached to the Response, and the Response includes a request that the court consider the accounting; allow ninety (90) days from entry of its order to “file and furnish the supplemental accounting and produce the remaining requested Company records, in place of the proposed thirty-day and ten-day deadlines”; and grant such other relief as is just and proper.
•    Recommend court consider setting a deadline for objection; recommend court instruct Trustee to file a Petition for Approval of Accounting with the Accounting attached if he seeks the court’s approval of the accounting, as the request must be set for noticed hearing and the court filing fee paid purs. to the County Fee Schedule.
Hearing required.
Appearance by counsel required (by VCourt if preferred).

PR-26-000927 ESTATE OF DANIEL N. LOURENCO, AKA DANIEL NUNES LOURENCO
Hearing on Spousal Property Petition:
• Related items 1b and 7b do not agree. Item 7b reflects that the petitioner has requested a court order confirming property belonging to the surviving spouse, but the actual request for that order, item 1b, was not checked.
• Petition item 9 omitted relationship.
• Declaration file-marked 09/04/26, which addressed item 7 (ought to have been attached to the petition as Attachment 7):
      o    Does not appear complete: addressed only the real property but not the vehicles, the household furnishings, or the financial account.
      o    Was signed by only one of the petitioners. See CRC rule 7.103.
      o    Verification appears incomplete: verification is more than a perjury statement.
      o    Exhibits A (copy of recorded Grant Deed) and B (copy of death certificate) were not attached. 
• Please file a copy of the Letters of Administration or Letters Testamentary for the estate of the decedent’s surviving spouse.
• Please explain the inclusion of separate property in this petition (see Attachment 7a, item B.: decedent’s retirement account). Separate property is not typically subject to a PrC§13650 proceeding. Submit to court whether to require points and authorities.
      o    Did the decedent complete a beneficiary designation with Vanguard?
Recommend continuance to 11/20/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-26-000952 ESTATE OF MONICA MELENDEZ
Hearing on Petition for Letters of Administration:
Requested bond of $233,344.00 appears adequate based on estimated value of estate alleged in the petition.
•    Affidavit of publication not on file at time of review. See Local Rule 8.12.
Recommend continuance to 11/20/26 to allow time to cure defect.
Appearance not required (by VCourt if preferred).
 

THURSDAY, OCTOBER 08, 2026

Department 22
8:30 a.m.

PR-19-001293 MATTER OF WALTER LEROY WELKER JR. SPECIAL NEEDS TRUST
Account Review Hearing:
Fourth Account and Report has been filed and set for hearing 12/15/26.
Hearing of 12/15/26 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-21-000536 ESTATE OF JESUS PLANCARTE-BOCANEGRA AKA JESUS PLANCARTE BOCANEGRA
(1)    Order to Show Cause issued 07/07/26 to Administrator, Dino Plancarte:
To appear and show cause for failure to appear on 07/07/26 and failure to file pleadings as the court had directed.

(2)    Account Review Hearing continued from 03/03/26, 07/07/26:
On 03/03/26 court ordered the personal representative to file a PrC§12200 Status Report with Notice of Hearing within 90 days if estate is not in position to be closed.
•    Neither Petition for Final Distribution nor PrC§12200 Status Report have been filed. 
Appearance by Administrator (self-represented) required (by VCourt if preferred).

PR-22-001282 ESTATE OF HARRY P. BELLETTO
Account Review Hearing:
PrC §12200 Status Report filed and set for hearing 11/03/26. 
Hearing of 11/03/26 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-24-000245 ESTATE OF MARCOS RODRIGUEZ, AKA MARCOS RODRIGUEZ SEGURA
Account Review Hearing continued from 07/08/26:
The court’s file reflects that this estate has been ready to close for nearly twelve months. The court granted the personal representative time to prepare and file the Petition for Final Distribution on 12/17/25 when it allowed the estate to remain open and set an Account Review Hearing on 07//08/26. On 07/08/26, the court heard from counsel that the Petition for Final Distribution was in process, and the court granted a further extension of sixty days.
Recommend court issue an order compelling the personal representative to file the Petition for Final Distribution within thirty (30) days.
Recommend court issue Order to Show Cause to the personal representative to appear at the next hearing and show cause why the court should not impose a surcharge, (either a lump sum or a certain amount per day for every day after the deadline the Petition is not filed), and should not suspend or remove the personal representative from office and appoint a successor.
Appearance by Administrator and Administrator’s counsel required (by VCourt if preferred).

PR-24-000475 ESTATE OF RAUL ARRIAGA ZAMORA, AKA RAUL ZAMORA SR., RAUL ZAMORA, RAUL A. ZAMORA
Account Review Hearing continued from 07/08/26:
On 07/08/26, the court directed that a Second PrC§12200 Status Report must be filed if estate is not in a position to be closed. Neither Petition for Final Distribution nor PrC§12200 Status Report are on file.
•    Recommend court issue Order to Show Cause to Administrator and Administrator’s counsel to be personally present pursuant to PrC§12202:
    o    To show condition of estate and why estate cannot be distributed and closed;
    o    So that court may order Administrator to prepare and file a First Account Current at the court’s discretion pursuant to PrC§12202(b).
    o    Noncompliance may result in removal of personal representative from office (PrC§§12204, 8500).
Appearance by Administrator and Administrator’s counsel required (by VCourt if preferred).

PR-24-000994 ESTATE OF WILLIAM HENRY MARTIN, AKA WILLIAM H. MARTIN 
(1)    Order to Show Cause issued 07/07/26 to Administrator, Katie Peterson:
To appear and show cause why the Court should not remove from office and issue possible surcharge for failure to appear on 07/07/26 and failure to file pleadings as the court had directed.

Account Review Hearing continued 02/25/26, 07/07/26:
On 02/25/26 court ordered the personal representative to file a PrC§12200 Status Report with Notice of Hearing within 90 days if estate is not in position to be closed.
•    Neither Petition for Final Distribution nor PrC§12200 Status Report have been filed. 
Appearance by Administrator (self-represented) required (Anyone appearing may do so in person or remotely, by telephone using VCourt).

PR-25-000217 ESTATE OF CARL. N. HELTON
Hearing on Amended Petition (file-marked 02/26/26) for Partition of Real Property [partition by sale] continued from 12/10/25, 03/04/26, 07/07/26:
Notice of recorded notice of pendency of action on file, as required by CCP§872.250(c).
Proof of summons on file for Respondents named in the amended petition.
Declaration in Opposition filed – 08/19/26, by Paul Helton. 
Hearing required.
Appearance by petitioner’s counsel and by objector (self-represented) required (by VCourt if preferred).

PR-25-000234 ROBERT A. COCKAYNE REVOCABLE TRUST
Hearing on Petition to Invalidate Trust Based on Undue Influence and Lack of Capacity; Damages for Elder Abuse; Finding Beneficiaries Predeceased Under Probate Code §259 and Attorney’s Fees continued from 07/30/25, 09/25/25, 01/27/26, 06/11/26:
Prior defects cured. Notice has been perfected.
Objection filed 11/04/25 (by Jennifer M. Deguara)
•    Proposed Order not yet submitted.
On 06/11/26, the court directed parties to file either a joint or separate status report(s) within 10 days of next hearing.  
Petitioner’s Status Report not on file at time of review.
Respondent’s Status Report is on file and requests the matter be set for trial (2 day estimate).
Hearing required.
Appearances by counsel and objector’s counsel required (by VCourt if preferred).

PR-26-000073 MATTER OF DONALD AND MARY ANN MCBRIDE LIVING TRUST, AKA TRUST OF MARY ANN MCBRIDE   
Hearing on Motion to Compel Further Responses to Petitioner’s First Set of Requests for Production of Documents continued from 08/25/26, 08/26/26:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…

Hearing on Motion to Compel Further Responses to Petitioner’s First Set of Special Interrogatories continued from 08/26/26:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…

PR-26-000445 ESTATE OF DENNIS LAMAR SHIVER
Special Letters expire today unless extended.
Hearing on Petition for Probate of Will and for Letters Testamentary continued from 07/09/26:
Nothing has been filed by petitioner to address these defects since the previous hearing. Prior Notes remain:
•    Will is not self-proving per Local Rule 8.23.  Proof of Subscribing Witness (Form DE-131) not on file.
    o    Informationally, not as a defect: this Probate Examiner’s review of the decedent’s will reflects that the will does not include a provision devising his real property, only personal property. Some of the estate may be subject to escheat if no intestate heir can be found. See PrC§§6800 et seq and §§11700 et seq.
•    Petition item 3g was left blank (appointment of personal representative).
•    Petition item 6 was left blank (to be completed when decedent is not survived by issue).
•    Petition item 8 must include the relationship between the petitioner and the decedent, if any, other than as executor/beneficiary.
•    Petition item 8 did not include the decedent’s predeceased spouse.
•    Petition item 8 did not identify any intestate heirs or kin of the decedent. Please see item 6, Probate Code section 6402, and Local Rule 8.14 A.
•    Forms DE-140 and DE-150, Proposed Order and Letters, not submitted.

On 07/09/26, the court ordered petitioner to conduct an heir search to identify and locate the decedent’s surviving intestate heirs to the nearest degree of kinship pursuant to PrC§6402. Petitioner has identified no biological relatives of the decedent. Petitioner has identified a former stepchild (presumably the issue of the decedent’s late spouse, although that relationship was not specifically alleged in the petition) but not that person’s location; no notice on file for that person.

Recommend the court order the petitioner to give mailed notice pursuant to PrC§8110 to the Public Administrator, Brandon Balcom, and County Counsel, Thomas Boze as the petitioner has identified no biological relatives of the decedent, and it appears possible that some of the property belonging to the estate may be subject to escheat.

Recommend court set deadline for defects to be cured. Recommend court order that failure to cure defects may result in removal of Special Administrator and appointment of the Public Administrator as Special Administrator, as well as a referral to the Public Administrator to file a petition for appointment as personal representative.

Appearance by petitioner and petitioner’s counsel required (by VCourt if preferred).

PR-24-001338 ESTATE OF JOHN H. RIEN
Hearing on First and Final Report and Account of Executor and Petition for its Approval; Petition for Payment of Executor’s Statutory Commission and for Payment of Attorney’s Statutory Commission and Costs for Ordinary Services; Petition to Retain a Reserve for Payment of Taxes and Closing Expenses of the Estate; and Petition for Final Distribution:
•    There were three Creditor’s Claims filed in this matter which Report reflects were allowed in part and subsequently paid. Notice of withdrawal/Satisfactions have not been filed by those creditors. 
    o    Notice of Hearing not on file for above three claimants (Probate Code §§ 48, 9250, 11640, 11429; CRC 7.401).  If Notice of withdrawal/Satisfactions of Claims are filed, notice to those creditors will not be required.
•    Schedule of Proposed Distribution not included. The personal representative must specify what funds will remain on hand for distribution after compensation is paid and costs are reimbursed, and how much is to be distributed to each heir.  While this information was provided in the Report, a separate schedule is required pursuant to Probate Code section 1063(f) and Local Rule 8.83M.
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address the defect in the Petition.
Recommend continuance to 10/29/26 to allow time to cure defects.
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
Hearing on PrC§12200 Status Report of Administration:
Notice appears complete. 
Recommend court vacate the currently set 10/27/26 Account Review Hearing set a further Account Review Hearing 09/02/27.
Appearance not required (by VCourt if preferred).

PR-25-001242 ESTATE OF SHIRLEY KOELMANS 
Hearing on First and Final Report of Executor on Waiver of Account; Petition for Approval of Report; for Allowance of Compensation to Attorneys for Ordinary Services; for Reimbursement of Costs Advanced by Attorneys; and for Final Distribution:
•    Need new order. Proposed Order submitted 08/24/26 does not appear compliant with Local Rule 8.41 (location of Judge’s signature).
Recommend approval of petition.
Recommend Discharge Review Hearing 04/29/27 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-26-000831 MATTER OF HAROLD ARTHUR CARTLIDGE AND BONETA KAREN CARTLIDGE 1996 TRUST
Hearing on Petition to Approve First Account and Report of Trustee and Final Distribution:
•    Please confirm that there was no third page of the 2021 Amendment to the Amendment and Restatement of the Trust attached as Exhibit C, as the three-page exhibit is numbered 1, 2, 4.
•    Please confirm that there are no pages missing from the February 2023 Amendment to the Amendment and Restatement of the Trust attached as Exhibit E, as the three-page exhibit is numbered 1, 5.
Objection filed – 10/01/26, by Cindy Marks.
Appearance by counsel required (by VCourt if preferred).

PR-26-000932 ESTATE OF LINDA RAE POLE
Hearing on Petition for Probate of Will and for Letters Testamentary:
REVIEW IN PROGRESS. PLEASE CHECK BACK.

PR-26-000954 ESTATE OF JOHN LESLIE HARP, AKA JOHN L. HARP
Hearing on Petition for Letters of Administration:
Waivers of Bond on file for all intestate heirs.
Recommend approval of petition.
Recommend Inventory Review Hearing 04/07/27 pursuant to Local Rule 8.41B.
Appearance not required (by VCourt if preferred).

FRIDAY, OCTOBER 09, 2026

Department 22
8:30 a.m.

PR-25-000497 ESTATE OF FREDEVINDA MOTA CARRILLO, AKA FREDEVINDA M. CARILLO
Hearing on First and Final Account and Report of Administrator, and Petition for its Settlement, for Allowance of Statutory Attorneys Fees and Costs Advanced, and for Final Distribution of Estate continued from 09/10/26:
Prior Notes have been cured.
Recommend approval of Account and Petition as supplemented.
Recommend Discharge Review Hearing 04/29/27 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-26-000066 ESTATE OF PHILIP K. CHRISTENSEN, AKA PHILIP KIM CHRISTENSEN, AKA PHILIP CHRISTENSEN
Bond Review Hearing:
Administrator, Brian Davidson, has not yet filed supplemental bond in the amount of $30,000.00 per Ex Parte Order Increasing Bond filed 09/15/26.
Hearing required.
Appearance by counsel required (by VCourt if preferred).

PR-26-000763 ESTATE OF TAMALA KAY DOLZADELLI
Hearing on Petition for Letters of Administration continued from 08/18/26, 09/18/26:
Prior Notes have been cured.
Recommend approval of Petition.
Recommend Inventory Review Hearing 04/08/27 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).
 

9:00 a.m.

PR-26-000239 ESTATE OF SHERWIN YATES RHINEHART
Short Cause Hearing for Prove-up of Lost Will:
Appearances mandatory.
Any person wishing to appear remotely must obtain the court’s permission to appear via VCourt by contacting the courtroom clerk.

MONDAY, OCTOBER 12, 2026
Department 22 
There are no decedent's estates or trusts on calendar