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 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 OCTOBER 15, 2024, UPDATED JANUARY 2, 2025
To those in the probate community who handle or assist with Conservatorships: Please take care to learn about the revision to Judicial Council Form GC-355 and new attachment Form GC-356 which went into effect January 1, 2025, and the new requirements for that form based on Senate Bill 280.

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.

POSTED AUGUST 2, 2021

• Effective July 1, 2021, pursuant to Local Rule 8.04(D) , all communication with the Probate Examiner must be conducted via email, Probate.Examiner@stanct.org . Communication must be limited to the content of Probate Notes. 

FRIDAY, JANUARY 10, 2025

Department 22
8:30 a.m.

PR-20-001119 ESTATE OF FRANK CLIFFORD CARSON
Hearing on First and Final Account, Petition for Final Distribution, Allowance of Statutory Executor’s Fees, Allowance of Statutory and Extraordinary Attorney’s Fees, Reimbursement of Costs, Extinguishment of Bond, and Request for Reserve continued from 09/26/24, 11/05/24:
•    Date of death on page 1 does not agree with the Order for Probate file-marked 03/16/21.
    o    Examiner notes that the date of death reflected on the death certificate attached to Exhibit E agrees with this pleading and not the Order for Probate. This is not something that can be cured by a Supplement to the petition. See California Rules of Court rule 7.3.
    o    Recommend court order personal representative to file ex parte for an amended Order for Probate if the date of death in the Order was incorrect. See Probate Code section 8006(b). 
•    Supplement file-marked 12/19/24 entirely replaced the Accounting (Exhibit A). New Notice of Hearing appears required by CRC rule 7.53.
•    Supplement file-marked 12/19/24: Exhibit A (Accounting), Schedule D (Disbursements), the following columns contain calculation errors: Subtotal of utilities, subtotal of insurance, subtotal of property taxes, subtotal of home selling expenses, total disbursements. The account does not balance.
•    All items were rounded to the nearest dollar which is inappropriate.

Requests to be submitted to court’s determination once other notes are cured: 
•    Executor explicitly alleged that the estate is not ready to be closed, and seeks order that court allow the estate to remain open pending the wrongful death litigation pending before the US District Court, Eastern District of California. 
    o    Executor titled this pleading a First and Final Account and Petition for Final Distribution rather than a First Account Current and Petition for Preliminary Distribution.
•    Request for extinguishment of bond prior to discharge.

Recommend court order Executor to file amended pleading bringing account current as the end date of the current account is 06/06/24.

Appearance by counsel required (by VCourt if preferred).

PR-23-000031 ESTATE OF VICKIE LYNN CHACON
Hearing on First and Final Account of Administrator and Petition for Allowance of Compensation to Attorney for Ordinary and Extraordinary Services and to Administrator for Ordinary Services and for Final Distribution continued from 11/05/24:
Prior Notes have been cured.
Request for extraordinary compensation submitted to court for determination.
Appearance by counsel required (by VCourt if preferred).

PR-23-000405 ESTATE OF CLELLA BELLE CROUSE, AKA CLELLA B. CROUSE, CLELLA CROUSE
Hearing on First and Final Report of Executor on Waiver of Account and Petition for its Settlement, for Allowance of Statutory Compensation to Executor, Request for Reimbursements, Request to Confirm Minors’ Special Gifts of $5,000.00 to Parents, Request Approval of Preliminary Distributions and for Final Distribution continued from 10/01/24, 11/07/24:
Prior Notes have been cured.
Recommend approval of Report and Petition as supplemented.
Recommend Discharge Review Hearing 07/17/25 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-23-000631 ESTATE OF MAURICIO GUADALUPE MONTOYA, AKA MAURICIO, G. MONTOYA
Hearing on First and Final Report of Administrator and Petition for Final Distribution on Waivers of Account, Waiver of Statutory Compensation and Request for Reimbursements continued from 10/29/24:
Prior Notes have been cured.
Recommend approval of Report and Petition.
Recommend Discharge Review Hearing 07/17/25 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-23-001253 ESTATE OF NOEL JOHN BARFIELD
Hearing on Petition for Final Distribution, Settlement of First and Final Account, Allowance of Compensation of Personal Representative and Allowance of Attorney’s Fees, Waiver of Account continued from 11/06/24:
Prior Notes have been cured.
Recommend approval of petition.
Recommend Discharge Review Hearing 07/17/25 pursuant to Local Rule 8.92. 
Appearance not required (by VCourt if preferred).

PR-24-001020 ESTATE OF JOSE MARAVILLA, JR.
Hearing on Petition for Letters of Administration continued from 11/05/24:
•    Affidavit of publication file marked 12/31/24 reflects notice was published in a newspaper that has not been determined to be of general circulation in the city (Modesto) where decedent resided at time of death (Probate Code § 8121). Republication is required in the appropriate newspaper. Republication will not be reimbursable. 
Prior notes remain:
•    Forms DE-150, Letters, not submitted.
•    Form DE-142/DE-11, Waiver of Bond not on file for one of the intestate heirs.
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 02/28/25 to allow time to cure defects.
Appearance by petitioner (self-represented) required (by VCourt if preferred).
 

PR-24-001027 ESTATE OF BARBARA ANN CRUICKSHANK
Hearing on Petition for Letters of Administration continued from 11/05/24:
Prior Notes have been cured.
Recommend approval of petition.
•    Need new Letters (Form DE-150): Oath on Letters submitted 01/06/25 was dated prior to verification on petition (PrC§8403). 
Recommend Inventory Review Hearing 07/10/25 pursuant to Local Rule 8.41 B. 
Appearance not required (by VCourt if preferred).

PR-24-001030 ESTATE OF ANN HEDWIG ALBRECHT
Hearing on Petition for Probate of Will and for Letters Testamentary continued from 11/05/24:
Nothing filed since last hearing. Prior defects remain:
•    Form DE-121, Notice of Petition to Administer Estate, has the following defects:
    o    Item 3 a or b incomplete on page 2. Please amend or supplement to identify how the envelope was mailed.
    o    Omitted notice to non-petitioning executor pursuant to Local Rule 8.14A.
On 11/05/24, court directed counsel to perform an heir search for non-relative contingent executor(s). Need status of heir search.
Appearance by counsel required (by VCourt if preferred).
 

MONDAY, JANUARY 13, 2025
NO DECEDENT'S ESTATES OR TRUST MATTERS ON CALENDAR.

TUESDAY, JANUARY 14, 2025
Department 22
8:30 a.m.

PR-19-001289 MATTER OF THE GLORIA STEAN WILLIAMS LIVING TRUST
Hearing on Respondent/Trustee’s Petition to Settle Accounts and Pass Upon Acts of the Trustee [PrC§17200(b)(5)] filed 08/18/21 continued from 11/23/21, 05/06/22, 08/18/22, 10/12/22, 12/01/22, 05/10/23, 12/06/23, 03/27/24, 07/02/24:
Matter has settled. Court approved settlement agreement.
Recommend court set Case Status Review 07/15/25 at which time, if there are no further pleadings on file, case will be closed.
No appearance required (by VCourt if preferred). 

PR-20-001129 ESTATE OF STACEY CARLSON, AKA STACEY LEIGH CARLSON, STACEY MONAGHAN
Account Review Hearing:
Second PrC§12200 Status Report filed and set for hearing 02/05/25.
Hearing of 02/05/25 will be confirmed.

Review Hearing set by court 12/05/24 for proof of deposit of sale proceeds into blocked account:
Acknowledgement of Receipt of Order and Funds for Deposit in Blocked Account was filed 01/06/25.  The deposit amount does not agree with the sale price.  Please explain.
Recommend personal representative file a copy of the escrow statement that agrees with deposit in blocked account.

Appearance by counsel required (by VCourt if preferred).
 

PR-23-000345 ESTATE OF STEVE MASON
Related trust case PR-24-001092
Letters of Special Administration in effect and shall expire upon issuance of Letters of general administration; PrC§9760 special power expired by operation of law 02/11/24 (six months after approval).

Hearing on Petition for Probate of Will and for Letters Testamentary continued from 05/04/23, 08/09/23, 11/14/23, 03/12/24, 05/22/24, 09/17/24:
Objection was dismissed 09/16/24. 
Need status of settlement. 

Hearing on Petition for Termination of Proceedings and Discharge of Special Administrator continued from 11/13/24:
Supplemental Declaration filed 12/27/24. Defects cured.  One remains.  Probate Examiner anticipates it will be cured before the hearing.
•    Settlement agreement has not been filed as described in paragraph 6c of Petition page 2.

Appearance by counsel required pursuant to language used in the proposed Order (which reflects that counsel appeared) (by VCourt if preferred).

PR-24-001092  MATTER OF 2018 MASON REVOCABLE LIVING TRUST
Related decedent’s estate case PR-23-000345
Hearing on Petition for Order Determining Title to Assets continued from 11/13/24:
Supplement to Petition filed. Defects cured.
Appearance by counsel required pursuant to language used in the proposed Order (which reflects that counsel appeared) (by VCourt if preferred).

PR-23-000592 ESTATE OF COLLEEN M. BERGAMASCHI
Account Review Hearing:
•    Date of decedent’s death on the Inventory and Appraisal (file marked 02/08/24) does not conform to the Order for Probate file-marked 01/26/24. This is not something that can be cured by a Supplement or Declaration. See CRC 7.3.  A Corrected Inventory and Appraisal is required as this is the date used for appraising assets of the estate.  If the Order for Probate is incorrect, personal representative may wish to apply to the court to amend its order.  This must be corrected before distribution.
Petition for Final Distribution has been filed and set for hearing on 04/03/25.
Hearing of 04/03/25 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-23-000783 ESTATE OF LADEAN ANN BURNETT, AKA LaDEAN BURNETT
Inventory Review Hearing:
Letters issued 07/22/24. Inventory and Appraisal due 11/22/24.
Final Inventory and Appraisal is on file. See Local Rule 8.41 B.
•    Statement of Bond reflects bond is waived; however, a bond was fixed at $340,000.00.
Recommend Account Review Hearing 09/16/25 pursuant to Local Rule 8.82.
Corrected Inventory and Appraisal must be filed before next hearing.
Appearance not required (by VCourt if preferred).

PR-24-000303 ESTATE OF GARY BURNETT, AKA GARY GENE BURNETT
Hearing on Petition for Letters of Administration continued from 05/08/24, 07/12/24, 08/06/24:
Petition item 3d reflects that the estimated value of decedent’s estate is under the threshold for formal probate. Declaration file-marked 05/08/24 alleges that formal probate is necessary in order to establish a Special Needs Trust for the sole heir, an incapacitated adult.
•    Petition seeks limited IAEA authority and no bond, as well as order that the personal representative is not authorized to take possession of money or other property with a specific court order.
Proof of mailed notice (pursuant to Pr. Code section 8110) on the Public Administrator and County Counsel on file.
Hearing required. Court has ordered the Public Administrator and County Counsel to appear at this hearing. Need status.
Appearance by petitioner (self-represented), Public Administrator and County Counsel required (by VCourt if preferred).

PR-23-001111 ESTATE OF ERIC G. COSTA
Account Review Hearing:
Petition for Final Distribution has been filed and set for hearing on 02/26/25.
Hearing of 02/26/25 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-23-001145 ESTATE OF JAMES T. FOSTER, AKA JAMES THOMAS FOSTER
Account Review Hearing:
The pleading file-marked 12/17/24, titled a PrC§12200 Status Report, may not be considered as such for the following issues:
•    Filer failed to pay the $200.00 filing fee.
•    Pleading was not set for hearing by the clerk’s office and thus no notice purs. to PrC§12201 was given.
Recommend court order personal representative to pay $200.00 filing fee forthwith. Failure to do so may result in the court holding a PrC§12202 hearing and requiring personal representative to be present.
Recommend court order personal representative to give Notice of Hearing of the continued hearing pursuant to PrC§12201.
Recommend continuance to 02/14/25.
Appearance not required (by VCourt if preferred).

PR-24-000328 ESTATE OF ELOISE FERNANDEZ, AKA ELOISE FRANCES FERNANDEZ
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 09/16/25 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

426407 MATTER OF THE EZRA CAMACHO SPECIAL NEEDS TRUST
Hearing on Seventh Account Report of Trustee and Petition for its Approval and for Allowance of Legal Fees and Costs for Trustee’s Attorneys:
•    Paragraph 16 (calculation of bond):
      o    Misstates the amount of legal fees due (see paragraph 13).
      o    Does not take into account the cost of recovery purs. to CRC rule 7.903(c)(5) and PrC§2320. Please see online calculator tool here: https://www.stanislaus.courts.ca.gov/divisions/probate/calculator-tools 
•    Account and Report does not report the court’s prior order(s) regarding caretakers’ fees and rent. In every account until the court orders otherwise, Trustee must report to the court about satisfaction of rent due from the beneficiary’s parents in lieu of caretaker compensation. Is $25.00 per hour still reasonable compensation for caretaking services? Is the equivalent annual sum still $146,000.00? 
•    Proposed Order not yet submitted.
Recommend continuance to 02/28/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-22-000840 ESTATE OF VICTORIA RASHO
Hearing on Second PrC§12200 Status Report of Administration: 
•    Notice of Hearing not on file at time of review.
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 to 02/14/25 to allow time for notice.
Appearance not required (by VCourt if preferred).

PR-23-000955 ESTATE OF JAMES M. MENDENCE
Hearing on Report of Administrator on Waiver of Account and Petition for Allowance of Statutory Compensation to Administrator and Attorney for Ordinary Services, for Costs of Administration and for Final Distribution:
In future accountings, please provide a clear Schedule of Proposed Distribution. See PrC§1063(f) and Local Rules 8.69 and 8.83 M.
Recommend approval of Report and Petition.
Recommend Discharge Review Hearing 07/17/2025 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-23-001306 ESTATE OF WENDY ANN KNOWLES
Hearing on First and Final Report of Administrators on Waiver of Account; Petition for Final Distribution of Estate; Petition for Allowance of Costs Advanced by Attorney and Statutory Fees:
Recommend approval of petition.
Recommend Discharge Review Hearing 07/17/25 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-24-000201 ESTATE OF EDWARD ZAIA
Hearing on Report of Administrator on Waiver of Account and Petition for Allowance of Statutory Compensation to Administrator and Attorney for Ordinary Services, for Costs of Administration, Reimbursement for Expenses Advanced and for Final Distribution:
In future accountings, please provide a clear Schedule of Proposed Distribution. See PrC§1063(f) and Local Rules 8.69 and 8.83 M.
Recommend approval of Report and Petition.
Recommend Discharge Review Hearing 07/17/2025 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-24-001276 ESTATE OF ALVIN LANCE STILLFORD, AKA ALVIN L. STILLFORD, AKA AL STILLFORD
Hearing on Petition for Letters of Administration:
Bond waivers on file for all intestate heirs.
Recommend approval of petition.
Recommend Inventory Review Hearing 07/15/25 pursuant to Local Rule 8.41B.
Appearance not required (by VCourt if preferred).

PR-24-001280 ESTATE OF GWENDOLYN JOHNSON
Hearing on Petition for Letters of Administration:
Bond waivers on file for all intestate heirs.
Recommend approval of petition.
Recommend Inventory Review Hearing 07/15/25 pursuant to Local Rule 8.41B.
Appearance not required (by VCourt if preferred).

WEDNESDAY, JANUARY 15, 2025

Department 23
8:30 a.m.

PR-23-000760 ESTATE OF ETHEL VONNELL MANTARRO, AKA VONNELL MANTARRO
Hearing on First and Final Report of Executor and Petition for Final Distribution on Waivers of Account and Waiver of Statutory Compensation:
Recommend approval of petition.
Recommend Discharge Review Hearing 07/17/25 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

Department 22
8:30 a.m.

PR-19-001293 MATTER OF WALTER LEROY WELKER JR. SPECIAL NEEDS TRUST
Account Review Hearing:
Third Account and Report of Trustee not on file.
Recommend continuance to 05/21/25 to allow time for filing of above pleading.
Appearance not required (by VCourt if preferred).

PR-21-001189 ESTATE OF NANCY SHAILOR
Hearing on Petition for Final Distribution, Settlement of Estate, Allowance of Attorneys Fees, Costs, and Waiver of Account continued from 06/12/24, 09/11/24:
Nothing filed since June 2024. Prior Notes remain:
•    Petition and proposed Order both misstate the date Letters were issued.
•    Part of petition paragraph 3 does not appear correct, as there was a Notice of Proposed Action filed in this matter.
•    Petition paragraph 6 omits statement re: whether or not notice to creditors was given per PrC§§10900(b)(1), 9050.
•    There were three Creditor’s Claims filed in this matter which paragraph 3 alleges were paid but for which there have been neither a notice of withdrawal filed by the creditor nor a Form DE-174, Allowance or Rejection, filed in this matter. See California Rules of Court rule 7.401. (Capital One, AT&T, Silvia Sosa.)
    o    Notice of Hearing not on file for above three claimants (Probate Code §§ 48, 9250, 11640, 11429; CRC 7.401).
•    Paragraph 18 of the Petition alleges that the personal representative made an unauthorized distribution to himself of all of the estate funds save for approximately $20,000.00. Please file a verified pleading with the court specifying the exact amount(s) of the unauthorized distribution(s).
•    Paragraph 20 of the Petition does not address apportionment/division of attorney’s compensation following substitution of counsel PrC § 10814, CRC 7.704(a).
•    Waiver of Account not on file as alleged in the pleading.
•    Verification omitted.
•    Counsel’s signature omitted.
•    Exhibit A not attached (copy of final seller’s statement).
•    Notice of Hearing not on file (PrC §§ 10830, 11000, 11601). See also California Rules of Court rule 7.704(b) regarding notice on former counsel.
•    Proposed Order must state the property on hand for distribution as well as the specific distribution ordered.
•    Proposed Order omitted omnibus clause for property not now known.
•    Proposed Order referred to decedent’s will when decedent was alleged to have died intestate.
Recommend court require both personal representative and counsel to be present to receive the court’s order.
Recommend court order personal representative to file a formal account with an end date current (as it is unclear if all Creditor’s Claims have been satisfied) and give notice thereon to creditors and former counsel.
Appearance by personal representative and counsel mandatory (by VCourt if preferred).

PR-22-000257 ESTATE OF BLANCA N SANCHEZ
Discharge Review Hearing continued from 08/22/24:
Ex Parte Petition for Final Discharge has been received and recommended for approval.
Hearing will be vacated.
Appearance not required (by VCourt if preferred).

PR-22-000296 ESTATE OF NIRAJ AMIT SINGH
Account Review Hearing:
PrC §12200 Status Report filed and set for hearing 02/13/25. 
Hearing of 02/13/25 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-23-001020 IN THE MATTER OF DOROTHY PURYEAR
Hearing on Petition to Compel Return of Property Wrongfully Taken; and for Damages pursuant to Probate Code sections §§850, 859 continued from 12/13/23, 03/20/24, 06/18/24, 09/11/24:
Response filed – 12/06/23 by Nathan Adams. (This respondent has been dismissed)
Objection filed - 12/28/23 by Constalina, Inc.
Objection filed - 07/15/24 by Dog Money The Brand LLC.
On 09/11/24, counsel indicated parties are in possible settlement negotiations.
Need status of settlement.
Possible long cause.
Appearance required (by VCourt if preferred).

PR-24-000030 ESTATE OF MARIA L. GUERRERO, AKA MARIA LUISA GUERRERO, MARIA GUERRERO
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 09/16/25 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-24-000482 ESTATE OF SANDRA JO ELTON, AKA SANDRA J. ELTON
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 09/16/25 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-24-000488 ESTATE OF LEO HARLEY SCHUBER, JR., AKA LEO H. SCHUBER, JR., AKA LEO SCHUBER, JR.
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 09/17/25 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-24-000733 MATTER OF ANN CAMP REVOCABLE LIVING TRUST, DTD MARCH 10, 2014
Hearing on Petition to Remove Trustee and to Appoint Successor Trustee continued from 10/02/24:
A request to withdraw petition to remove trustee and appoint successor has been submitted to this Court. The order has been signed.
This hearing has been vacated.
Appearance not required (by VCourt if preferred).
 

PR-18-000293 MELISSA NICOLE LINHARES SPECIAL NEEDS TRUST
Hearing on Fourth Account and Report of Trustees, Petition for its Settlement, for Authorization to Transfer Funds from Blocked Account, for Increase of Bond, for Confirmation of Accountant’s Fees Advanced and Paid, for Allowance of Attorney’s Fees, for Approval of Costs Advanced and Paid, and for Approval of Costs Advanced:
•    Petition paragraph 9 (calculation of bond increase) does not include the funds currently in the unblocked account. Request for increase of bond does not appear sufficient.
•    Paralegals’ hourly rates exceed county norms.
•    Statement(s) regarding paralegals did not include staff with initials KMA or IYU.
•    Schedule of Disbursements page 13 of 20 includes a 01/13/23 disbursement to Trustee’s counsel for $3,288.46. The court, in the Order file-marked 11/10/22 settling the Third Account, approved fees of $2,819.00 and costs of $438.60. Please review and determine the source of the discrepancy.
Recommend continuance to 05/14/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-21-000958 ESTATE OF LINDA ANN WATSON
Hearing on Third PrC§12200 Status Report of Administration:
Recommend court allow estate to remain open and set a further Account Review Hearing 02/05/26 at which time a Fourth PrC§12200 Status Report must be filed, if the estate is not in a position to be closed.
Appearance not required (by VCourt if preferred).

PR-23-000491 ESTATE OF WAYNE RUSSELL MELVIN
Hearing on Petition for Final Distribution; for Settlement of Estate on Waiver of Accounting; for Approval of Statutory Personal Representative’s Fees; for Approval of Statutory Attorney’s Fees; for Approval of Costs:
In future accountings, please provide a clear Schedule of Proposed Distribution. See PrC§1063(f) and Local Rules 8.69 and 8.83 M.
Recommend approval of Petition.
Need new proposed Order:
•    Lines 17 through 23 on page 4 are phrased as the petitioner’s waivers and requests rather than the court’s findings or orders.
•    Paragraph 14 contains language phrased as the petitioner’s requests rather than the court’s findings or orders.
•    Paragraph 6 on page 5 contains an order of a specific amount of cash to be distributed to each heir, however, as that cash is the reserve, the court will not order it distributed in any specific amount but rather fractions of the unspent remaining funds following any closing costs of administration pursuant to Local Rule 8.68.
•    Page 5 omitted distribution of the real property.
•    Omnibus clause on page 5 is not sufficiently specific as it references a part of the order that does not exist. Please specify the fractions or percentage of the total estate due to each heir in the omnibus clause.
Recommend Discharge Review Hearing 07/17/25 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-24-000036 ESTATE OF LORI JEANNE HECTOR, AKA LORI J. HECTOR
Hearing on First and Final Report of Administrator Upon Waiver of Account and Petition for its Settlement thereof; for Allowance of Compensation for Ordinary Services; for Reimbursement of Costs Advanced; and for Final Distribution:
Recommend approval of report and petition as supplemented.
Recommend court vacate 05/06/25 Account Review Hearing.
Recommend Discharge Review Hearing 07/17/25 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-24-001281 ESTATE OF ESTHER B. RODARTE
Hearing on Petition for Letters of Administration:
Recommend approval of petition.
Recommend Inventory Review Hearing 07/15/25 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).

PR-24-001282 ESTATE OF ORA Z. OSIBIN, AKA ORA ZERETTA OSIBIN
Hearing on Petition to Determine Succession to Real Property:
•    Notice of Hearing not on file at time of review (PrC§§13153, 1220).
•    Proof of mailing not on file for the Department of Health Care Services, nor Declaration that notice is not required (see Local Rule 8.17 and PrC§215).
Recommend continuance to 02/21/25 to allow time to perfect notice.
Appearance not required (by VCourt if preferred).

THURSDAY, JANUARY 16, 2025

Department 22
8:30 a.m.

PR-20-000815 ESTATE OF BUDDY JOE LYNCH

Order to Show Cause issued 10/02/24 to both co-Administrators:
To appear and show cause why they should not be held in contempt and/or removed from office pursuant to PrC 8502 for failure to file Account as ordered pursuant to PrC 11051, 11052 and failure to appear on 10/02/24.

Account Review Hearing continued from 10/24/23, 04/03/24, 07/03/24, 10/02/24:
On 10/02/24, the court suspended the co-Administrators for their failure to abide by the court’s order of 07/03/24 and file a First and Final Account and Petition for Final Distribution and referred them to the Law Library. 
Hearing on court’s own motion to appoint the Public Administrator as successor personal representative pursuant to PrC§7621.

Appearance by co-Administrators mandatory, County Counsel required (by VCourt if preferred).

PR-22-000640 ESTATE OF PEDRO S. ALBERTO, AKA PETE ALBERTO
(1)    Order to Show Cause issued 09/13/24 to personal representative to appear for her failure to file pleadings as directed continued from 10/09/24:

(2)    Account review hearing continued from 10/09/24:

On 08/09/24, the court directed personal representative to file an Accounting within 90 days.  An Accounting is not on file.

(3)    Hearing on Petition for 1. Removal of Irma Zarate as Personal Representative of Estate; 2. Removal of Irma Zarate as Trustee; 3. Appointment of Personal Representative and Successor Trustee; and 4. Surcharge Against Irma Zarate continued from 10/09/24:
Proof of service of Citation on file.

Examiner notes a status report was filed 01/03/25 and may have been inadvertently set for hearing on 02/19/25.  This does not appear to be a PrC §12200 status report, rather a review status report which was directed to be filed at the 10/09/25 hearing.  Recommend the court vacate the 02/19/25 status report hearing and order the $200.00 filing fees refunded.  Matter of the status report is Submitted to judge for determination. Counsel to inform the court of the intent of the status report.

Prior notes remain:
Petitioner has not filed all necessary pleadings to seek appointment as successor personal representative, to wit (see PrC§8522):
•    Form DE-147 Duties and Liabilities not on file.
•    Form DE-121 Notice of Petition to Administer Estate not on file. See PrC§§8110-3
Hearing Required
Appearance by counsel mandatory (by VCourt if preferred).

PR-23-000268 ESTATE OF LEONOR MACIEL AVELAR, AKA LEONOR M. AVELAR
(1)    Hearing on PrC§12200 Status Report of Administration continued from 06/20/24, 08/09/24, 09/13/24:
On 06/20/24, Personal Representative was directed to perfect notice before next hearing. Notice has been perfected.

(2)    Hearing on First and Final Report of Administrator and Petition for Final Distribution on Waivers of Account, Request for Statutory Compensation to Administrator and Reimbursement for Costs Advanced:
•    Description of assets on hand omitted the motor vehicle itemized in the Inventory and Appraisal.  
•    Report page 3 (regarding Creditor’s Claims) does not appear sufficiently detailed pursuant to Local Rule 8.83 B.
•    Declaration did not itemize the cost and purpose of each expense related to upkeep of the property.  Please supplement the report describing the use of Personal Representative’s personal funds and later reimbursement from estate.
•    Need schedule calculating gains/losses on sales pursuant to Local Rule 8.65 B 4, CRC rule 7.550(b).
Recommend continuance to 05/14/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-23-000640 ESTATE OF MARIA DE REFUGIO JAUREGUI
Account Review Hearing:
Petition for Final Distribution has been filed and set for hearing on 02/04/25.
Hearing of 02/04/25 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-23-000659 ESTATE OF ENRIQUE GARCIA BENAVIDES, AKA HENRY BENAVIDES
Account Review Hearing:
On 09/19/24, noting that a PrC§12200 Status Report was already due, the court ordered the personal representative to file either the above report or a Petition for Final Distribution within thirty days of that hearing. Not 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-23-000749 MATTER OF ARLETE B. HEMPHILL 2021 REVOCABLE TRUST 

Hearing on Petition for Accounting, Breach of Trust, and Double Damages filed by Catherine Hemphill continued from 10/17/23, 02/06/24, 04/23/24, 06/13/24, 09/17/24:
Objection filed – 03/12/24.

Hearing on Petition for Court Order Establishing Claim to Property, Quantum Meruit, Constructive Trust, and Declaratory Relief filed by Successor Trustee William Hemphill continued from 06/13/24, 09/17/24:
Objection filed – 09/13/24.
Prior Notes remain:
•    Notice of Hearing, Form DE-120, file marked 04/02/24, did not appear to comply with PrC§§851(c)(1) (description of property) or 851(c)(3) statement advising interested persons). Notice therefore appears defective. See Mandatory Judicial Council Form DE-115.
•    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 PC§1214.
Recommend court set deadline for notice to be cured or Petition by Trustee may be dismissed.

Appearance by counsel required (by VCourt if preferred).

PR-23-000936 ESTATE OF SHARON LEE WYNNE
Account Review Hearing:
PrC §12200 Status Report filed and set for hearing 02/20/25. 
Hearing of 02/20/25 will be confirmed.
Inventory and Appraisal must be filed before next hearing.
Appearance not required (by VCourt if preferred).

PR-23-001082 ESTATE OF TERRY WAYNE MONKHOUSE AKA TERRY W. MONKHOUSE, TERRY MONKHOUSE
Account Review Hearing:
PrC §12200 Status Report filed and set for hearing 02/04/25. 
Hearing of 02/04/25 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-23-001086 ESTATE OF CARLA NELSON
Account Review Hearing:
Petition for Final Distribution has been filed and set for hearing on 03/27/25.
Hearing of 03/27/25 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-23-001268 IN THE MATTER OF JOE R. FERNANDES AND NELLIE E. FERNANDES FAMILY TRUST
Hearing on Petition to Remove Trustee (PrC § 17200(b)(10)), Compel a Trust Accounting (PrC § 17200(b)(5),(7), (C)), Compel an Accounting by Attorney In Fact (PrC §§ 4541 and 4545), Determine Trust Beneficiaries by Construction of Trust Provision(PrC § 17200(b)(1)(3)(4)), Determine Liability for Financial Elder Abuse (W&I § 15610.30), and for Award of Attorneys’ Fees and Costs continued from 02/22/24, 05/23/24, 09/11/24: 
Objection filed 04/12/24 (by Gary Fernandes). 
Possible long cause matter.
Per minute order 09/11/24, counsel shall file the accounting for the period of 06/12/20 through 07/31/24 no later than the close of business on 10/31/24.  Partial Accounting on file and attached to the Status report file marked 10/31/24.
Please be prepared to advise the court of the status of the accouting.
Appearance by counsel required (VCourt if preferred). 

PR-24-000298 JOSEPH SALLABERRY AND JEANINE SALLABERRY REVOCABLE TRUST
Hearing on Petition for Conveyance or Transfer of Property, Breach of Trust, Financial Elder Abuse, Damages Purs. to PrC§859, and Fraud and Undue Influence continued from 05/21/24, 09/17/24:
Objection filed (file marked 07/22/24 - by Solange Sallaberry)
Possible long cause. Need status of discovery.
Hearing required.
Appearance required (by VCourt if preferred).

PR-24-000662 ESTATE OF WILLIAM A. JOHNSON
Hearing on Petition for Probate of Will and for Letters of Administration with Will Annexed continued from 08/15/24, 10/18/24:
Will is not self-proving.  Proofs of Subscribing Witness on file.
Prior defects cured by supplement. One note remains:
•    Affidavit of Publication (file marked 10/17/24) was published for the 08/15/24 hearing and untimely (first day of publication was not 15 days before the hearing)
Recommend continuance to 03/21/25 to allow time to complete publication.
Appearance not required (by VCourt if preferred).

PR-21-000924 ESTATE OF CYNTHIA JOAN CULBRETH
Hearing on Second PrC§12200 Status Report of Administration:
•    Notice of Hearing file-marked 11/20/24 did not reflect that notice was given to the trustee(s) for the Estate of Ameila Limon.
Recommend continuance to 03/12/25 to coincide with previously set Account Review Hearing and allow time to perfect notice.
Appearance not required (by VCourt if preferred).

PR-22-001059 ESTATE OF VIVIENNE S. WIGLE
Hearing on First and Final Account and Report of Executor and Petition for its Settlement, for Allowance of Statutory Compensation to Executor and Attorneys; and for Final Distribution:
Proposed distribution includes two specific cash bequests but not interest. See PrC§§12000, 12003.
Proposed Order not yet submitted.
Recommend continuance to 02/14/25 to allow time to cure defect.
Appearance not required (by VCourt if preferred).

PR-24-000191 ESTATE OF SHARON ANN CONTENT, AKA SHARON A. CONTENT, SHARON CONTENT
Hearing on Report on Waiver of Account, Petition for Waiver of Compensation to Executor, Allowance of Compensation to Attorneys for Ordinary Services, Allowance of Reimbursement to Attorneys for Costs Advanced, Reserve for Closing Expenses, and for Final Distribution:
Recommend approval of Report and Petition. Please see revision to Local Rule 8.68 effective 01/01/25 for what is required for retains of $5,000.00 or greater.
Recommend Discharge Review Hearing 07/17/25 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-24-000993 MATTER OF RESULTING TRUST FOR THE BENEFIT OF ALEXANDRIA CARL
Hearing on Petition for Title to Property Held Trustee of Resulting Trust:
•    Notice of Hearing not on file.
A Request for Continuance is on file.
Recommend continuance to 05/15/25 to allow time for notice to be perfected.
Please take note of the Minute Order issued 10/02/24 with the following language: 
“The Court has concerns regarding its jurisdiction over the property at issue. The property is not in a decedent’s estate, an express trust, a conservatorship, or a guardianship, and it does not involve a power of attorney agreement. Because of the possible lack of jurisdiction, the Court cannot at this time find that the underlying petition states a valid claim. However, the Court will hear argument on this issue.”
Appearance not required (by VCourt if preferred).

PR-24-001292 ESTATE OF STEVEN D. BELLEAU
Hearing on Petition for Letters of Administration:
•    Waivers of bond on file for all intestate heirs; however, personal representative resides out of state.  Bond may be required at the court’s discretion. See Probate Code §8571. Minimum bond amount currently is $20,000.00 pursuant to Local Rule 8.33.
•    Petition item 5b incomplete (existence of stepchild or foster child who would have been adopted but for a legal barrier).
•    Affidavit of publication not on file at time of review. See Local Rule 8.12.
•    Form DE-140, Proposed Order, not submitted.
•    Form DE-150, Letters, not submitted.
Please be prepared to inform the court if there are any known California creditors or liabilities of the estate at next hearing.
Recommend continuance to 05/14/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred). 

FRIDAY, JANUARY 17, 2025

Department 22
8:30 a.m.

2201146 STEPHANIE K. ST. PIERRE SPECIAL NEEDS TRUST
Hearing on Petition to Approve Fourth Account and Report of Trustees from 06/01/2021 Through 05/31/2023, to Decrease Bond, and to Approve Attorney’s Fees continued from 10/31/24:
•    Declaration in Support of Request for Attorneys’ Fees requests authorization of payment for attorneys’ fees during a time period (02/04/22 – 07/02/24) which overlaps the time period of the accounting (of 06/01/21 – 05/31/23).  Examiner notes Declaration filed 10/31/24.  Submitted to judge for determination.
Recommend approval of request to decrease bond by $28,000 for total bond of $71,000.00.
Once approved, Recommend continuance to allow time for confirmation of bond reduction to be filed prior to file-marking of Order Approving Account and Report (PrC§2320.2).
Appearance by counsel required (by VCourt if preferred).

PR-21-001318 ESTATE OF LINDA ELIZABETH BANUELOS
Hearing on Second Amended (file-marked 01/08/23) First and Final Report of Administrator, and Petition for Final Distribution on Waiver of Account continued from 09/13/23, 01/23/24, 05/07/24, 08/15/24, 11/14/24:
Prior Notes have been cured.
Recommend approval of Report and Petition.
Recommend Discharge Review Hearing 07/17/25 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred). 

PR-22-001215 ESTATE OF JUDITH STEPHANIE PEREZ
Hearing on First and Final Account and Report of Administrator, Petition for Termination of Proceedings continued from 11/19/24:
Prior Notes have been cured.
Recommend approval of petition as supplemented.
Appearance not required (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:
REVIEW IN PROGRESS. PLEASE CHECK BACK.

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:
REVIEW IN PROGRESS. PLEASE CHECK BACK.

PR-24-000279 ESTATE OF MARIA GUADALUPE SALAZAR
Hearing on Amended Petition (file-marked 06/27/24) for Letters of Administration continued from 04/25/24, 08/07/24, 09/13/24, 11/15/24:
Nothing filed since previous hearing. Prior Note remains:
•    Affidavit of publication file-marked 10/28/24 reflects the published notice:
    o    Included a request to admit decedent’s will and codicils, if any, when the petition alleges decedent died intestate. See the FAQ regarding publication posted online here: https://www.stanislaus.courts.ca.gov/divisions/probate/probate-faqs 
    o    Republication will not be reimbursable.
Appearance by counsel required (by VCourt if preferred).

PR-24-000605 ESTATE OF ANNIE PEARL COTTON
Hearing on Petition for Probate of Will and for Letters of Administration with Will Annexed continued from 08/13/24, 11/06/24:
Prior Notes have been cured.
Will is not self-proving.  Proof of Subscribing Witness on file.
Recommend approval of petition, and admission of will to probate.
•    Need Letters, Form DE-150.
Recommend Inventory Review Hearing 07/16/25 pursuant to Local Rule 8.41 B.
Appearance by counsel required (by VCourt if preferred).

PR-24-000825 ESTATE OF DORIS COETTA BELL, AKA DORIS COETTA RAMBO
Review Hearing continued from 11/22/24:
REVIEW IN PROGRESS. PLEASE CHECK BACK.

ADD ON:
PR-23-000289 The Machado Family Credit Bypass Trust
Hearing on Ex Parte Motion to Continue Trial:
Appearance Required (Appearance may be made by VCourt if preferred)
 

MONDAY, JANUARY 20, 2025
COURT HOLIDAY.  NO MATTERS ON CALENDAR.

TUESDAY, JANUARY 21, 2025

Department 22
NO DECEDENT'S ESTATES OR TRUST MATTERS ON CALENDAR.

Department 21
1:30p.m.

PR-23-001039 AJIT S. SAMRA & BEANT K. SAMRA LIVING TRUST
Settlement Conference:
Appearances mandatory (by VCourt if preferred).

Department 23
1:30p.m.

PR-22-000274 LEOPOLD T. PRESCOTT LIVING TRUST
Settlement Conference:
Appearances mandatory.
Any person wishing to appear remotely must obtain the court’s permission to appear via VCourt by contacting the courtroom clerk.
 

WEDNESDAY, JANUARY 22, 2025
Department 23
8:30 a.m.

PR-23-001096 ESTATE OF JONATHAN DAVID BALINSON, AKA JONATHAN D. BALISON, JON BALINSON
Account Review Hearing:
See Local Rule 8.82. Neither Petition for Final Distribution nor PrC§12200 Status Report are on file.
Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 90 days if estate is not in a position to be closed.
Recommend continuance to 05/16/25 to allow time for filing of above pleadings. If neither pleading is on file by the next hearing date, the court may issue an order to show cause for personal representative to appear pursuant to PrC§12202.
Appearance not required (by VCourt if preferred).

Department 22
8:30 a.m.

PR-23-001192 ESTATE OF RYAN SCOTT THOMPSON
Account Review Hearing:
On 07/02/24, court ordered Inventory and Appraisal to be filed prior to next hearing. Final Inventory and Appraisal is on file.
•    Neither Petition for Final Distribution nor (Second) PrC§12200 Status Report are on file at the time of review.  See Local Rule 8.82. 
Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 90 days if estate is not in a position to be closed.
Recommend continuance to 05/22/25 to allow time for filing of above pleadings. 
Appearance not required (by VCourt if preferred).

PR-23-001193 ESTATE OF MARTIN J. McKEAN, AKA MARTIN McKEAN
Account Review Hearing:
•    Final Inventory and Appraisal: Attachment 2 reflects the sole asset of the estate is a distribution from a Trust. Did this distribution occur before or after decedent’s passing? If before, the cash must be listed in Attachment 1. If after, the inheritance must be appraised by the Probate Referee. See PrC§§8901 et seq. A Corrected Inventory and Appraisal appears required in either case.
See Local Rule 8.82. Neither Petition for Final Distribution nor PrC§12200 Status Report are on file.
Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 90 days if estate is not in a position to be closed.
Recommend continuance to 05/21/25 to allow time for filing of above pleadings. If neither pleading is on file by the next hearing date, the court may issue an order to show cause for personal representative to appear pursuant to PrC§12202.
Appearance not required (by VCourt if preferred).

PR-23-001201 ESTATE OF ZACHARY I. VILLAREAL, AKA ZACHARY ISAAC VILLAREAL
Account Review Hearing:
Letters issued 12/28/23. Inventory and Appraisal due 04/29/24. Final Inventory and Appraisal not on file.
On 07/02/24, the court ordered the co-Administrators to file the Inventory and Appraisal prior to this hearing. Per the Report (see note below), the I&A was sent to the Referee in the last month (one year after Letters were issued) and the explanation for the delay was that co-Administrators had lately received information regarding financial accounts; no further explanation was included as to why they did not file a Partial I&A identifying the other assets.

Multiple claims have been filed that were signed by one of the co-Administrators. Please see PrC§9252. A proposed Form DE-174 Allowance or Rejection of Claim has not been submitted to the court for the court to approve or reject the claims.

PrC§12200 Status Report is due, if Petition for Final Distribution is not on file. 
Status report not on file at time of review.
•    Co-Administrators filed a pleading titled “Status Report of Administration” on 12/02/24 however it does not constitute a PrC§12200 Status Report of Administration:
      o    Filing fee of $200.00 not paid.
      o    Matter was not set on calendar by the clerk’s office so that Notice of Hearing may be given.
Recommend court order personal representative to file a PrC§12200 Status Report with $200.00 filing fee within five court days.
Recommend continuance to 03/20/25 to ensure compliance with the court’s order.

Appearance not required (by VCourt if preferred).

PR-24-000354 ESTATE OF KATHRYN MARTLOCK
Inventory Review Hearing:
Letters issued 07/17/24. Inventory and Appraisal due 11/17/24.
Final Inventory and Appraisal not on file. See Local Rule 8.41 B, Probate Code section 8800 et seq.
Need status of Inventory and Appraisal.
•    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-24-000414 ESTATE OF BARBARA L. ROSSI, AKA BARBARA ROSSI, AKA BARBARA LOIS ROSSI
Inventory Review Hearing: 
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 08/20/25 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-24-000442 ESTATE OF HAROLD D. PETERSON, AKA HAROLD DON PETERSON
Inventory Review Hearing:
Letters issued 06/27/24. Inventory and Appraisal due 10/27/24.
Final Inventory and Appraisal not on file. See Local Rule 8.41 B, Probate Code section 8800 et seq.
Need status of Inventory and Appraisal.
•    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-24-000447 ESTATE OF BRIAN CHARLES JACKSON, AKA BRIAN C. JACKSON, BRIAN JAKSON
Inventory Review Hearing: 
Final Inventory and Appraisal is on file.
•    Inventory and Appraisal omits characterization of decedent’s property [PrC§8850(c)] except for the asset that is real property. This information will be needed prior to the closing of the estate.
Recommend Account Review Hearing 07/22/25 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-24-000501 ESTATE OF JUDITH D. HILL, AKA JUDITH DEE WISE
Inventory Review Hearing: 
Final Inventory and Appraisal is on file.
A Petition for Final Distribution has been filed and set for hearing on 03/26/25.
Hearing of 03/26/25 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-24-000502 ESTATE OF HASKELL LEON MOORE
Inventory Review Hearing: 
Final Inventory and Appraisal is on file.
•    Inventory and Appraisal omits characterization of decedent’s property [PrC§8850(c)] except for the asset that is real property. This information will be needed prior to the closing of the estate.
Recommend Account Review Hearing 10/02/25 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-24-000509 ESTATE OF KARL J. SPARKS, AKA KARL JOHN SPARKS
Inventory Review Hearing: 
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 08/28/25 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-23-000546 ESTATE OF ROBERT LEROY CARLSON, AKA ROBERT L. CARLSON, ROBERT CARLSON
Hearing on PrC§12200 Status Report of Administration:
•    Notice of Hearing (see PrC§12201), including creditors (PrC§48) not on file at time of review.
Recommend continuance to 04/30/25 to coincide with previously set Account Review Hearing to allow time to perfect notice.
Appearance required (by VCourt if preferred).

PR-23-000915 ESTATE OF SHELLY McCAY, AKA SHELLY RENEE McCAY
Hearing on Report on Waiver of Account, Petition for Allowance of Compensation to Attorneys for Ordinary Services, for Reimbursement of Costs Advanced and for Final Distribution:
Recommend approval of Report and Petition.
Recommend Discharge Review Hearing 08/21/25 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-23-001281 ESTATE OF THEODORE MARTIN HRUTKY, JR., AKA TED M. HRUTKY, JR., TED HRUTKY
Hearing on Petition for Final Distribution on Waiver of Account, and for Payment of Attorney Fees:
•    Petition paragraph 7 does not appear to comply with PrC§9202(b) (“is or has previously been confined”). See also PrC§216, Local Rule 8.83 F.
•    Exhibit A (assets on hand for distribution) does not include the vehicle as reported in Petition paragraph 25.
•    Schedule showing Gains/Losses not attached as required by CRC 7.550(b)(6), Local Rule 8.65 B 4.
•    Itemization of costs of administration was omitted (see Local Rules 8.69, 8.83K).
•    Copy of final seller’s statement following sale of real property was neither attached nor filed separately.
•    Proposed Order not yet submitted.
Recommend continuance to 02/21/25 to allow time to cure defects.
Recommend court vacate Account Review Hearing of 03/26/25.
Appearance not required (by VCourt if preferred).

PR-24-000995 MATTER OF DORIS ILDA ALLEN LIVING TRUST
Hearing on Petition for Order Confirming Trust Assets:
•    Notice of Hearing (Form DE-115) not on file. See PrC§851.
•    Proposed Order not yet submitted.
•    Please provide supporting documentation reflecting that the assets listed in lines ## were held in the name of the Settlor at the time of death (such as copies of financial account statements with appropriate redactions, vehicle registration documentation).
•    Please supplement or amend the petition to specifically allege if there exist any beneficiary designations for the financial accounts; they may be nonprobate transfers that pass outside of will and trust directly by financial institution. (Prob. Code 5000 et seq.)
Recommend continuance to 05/15/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-24-001293 ESTATE OF NORRINE COYLE, AKA NORRINE MILDRED COYLE
Hearing on Petition for Probate of Will and for Letters Testamentary:
REVIEW IN PROGRESS. PLEASE CHECK BACK.

PR-24-001297 ESTATE OF KATHLEEN RAE WOSICK
Hearing on Petition for Letters of Administration:
•    Petition item 5b was incomplete (existence of stepchild or foster child who would have been adopted but for a legal barrier).
•    Petition item 8 must identify the names and addresses of all those named in the Will, as well as the decedent’s intestate heirs. If any are deceased, please include the date of death (late spouse, deceased parents). See Petition item 8 and Local Rule 8.26.
•    Affidavit of publication not on file. See Local Rule 8.12.
•    Forms DE-140 and DE-150, Proposed Order and Letters, not submitted.
•    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. This issue will be submitted to court for determination once other Notes are cured.
Recommend continuance to 02/21/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-24-001298 ESTATE OF JASWINDER SINGH WALIA
Hearing on Spousal Property Petition:
If no one appears to object, Recommend approval of Petition.
Appearance not required (by VCourt if preferred).

PR-24-001300 ESTATE MARIA MADALENA VIEIRA, AKA MARIA MADALINA VIEIRA AND MARIA M. VIEIRA
Hearing on Petition for Probate of Lost Will and for Letters of Administration with Will Annexed:
Lost Will is not self-proving. Proof of Subscribing Witness is not on file.
•    Examiner notes the heading of Petition has checkmarks in boxes for both “Petition for Probate of Lost Will and for Letters of Administration with Will Annexed” and for “Letters of Administration”; however, Petition asserts that decedent had a Will and the proposed personal representative was named as alternate co-executor.  The decedent did not die intestate; therefore, Letters of Administration is not applicable. The Proposed Order and Letters will also need to be corrected to identify the correct type of personal representative and check the correct box in the caption.
•    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 the requirements of that section. Specifically, was the testator competent until death?
•    Proposed Order has the following defects:
      o    Does not agree with facts alleged in the petition; specifically, the boxes that are checked in the caption.
      o    Item #3b is incomplete.  Item 3c is checked instead.
      o    Proposed Order does not have the word “Lost” inserted in item 2c(2) (admission of Will), nor are the terms of the Lost Will attached to the proposed Order.
•    Need new Letters.  Please correct the box in the caption and correct Item 1 and 2.  (administrator with will annexed).
Recommend continuance to 03/26/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-24-001303 ESTATE OF LAURA PEREZ-MANZO
Hearing on Petition for Letters of Administration:
Recommend approval of petition.
Recommend Inventory Review Hearing 07/22/25 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).