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 APRIL 7, 2025
The proposed revisions to the Local Rules, which will take effect July 1, 2025, are now available for download. The public commenting period is open until May 15, 2025.

POSTED MARCH 5, 2025
Inventory and Appraisals:  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 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.

MONDAY, MAY 19, 2025
Department 22 
There are no decedent's estates or trusts on calendar

TUESDAY, MAY 20, 2025
Department 24 
8:30 a.m.

2200638 ESTATE OF DARYEL JOSEPH KASINGER, AKA DARYEL J. KASINGER, DARYEL KASINGER 
Hearing on First Amended Revised Accounting for Melissa Kasinger, First Report and Account of Successor Administrator with Will Annexed, Petition for Final Distribution, Request for Surcharge of Former Administrator, and Request for Allowance of Payment of Ordinary Attorneys’ Fees and Costs continued from 09/23/21, 10/26/21, 03/02/22, 04/08/22, 06/10/22, 06/30/22, 07/28/22, 09/15/22, 10/05/22, 11/10/22, 02/03/23, 04/07/23, 04/28/23, 10/26/23, 07/19/24, 04/16/25:
Prior defects cured.  New note:
•    Notice to prior administrator’s former counsel, Tracy Nieradzik not on file nor has a waiver of notice been filed.
Recommend the Court continue this matter to allow petitioner to perfect notice.
Appearance by successor administrator required (Any person wishing to appear remotely must obtain the court’s permission to appear via VCourt by contacting the courtroom clerk).

Department 22
8:30 a.m.

PR-19-000161 ESTATE OF VIRGINIA RODRIGUEZ YNIGUEZ, AKA VIRGINIA RODRIGUEZ, VIRGINIA YNIGUEZ
Account Review Hearing on retained funds pursuant to Local Rules 8.68 and 8.92 continued from 08/22/24, 12/18/24:
Declaration Regarding Distribution of Closing Reserve on file. 
Receipts of distribution are on file.
See Local Rule 8.92. Form DE-295, Ex Parte Petition for Final Discharge and Order, was returned for correction on 08/15/24.
•    The receipts of distribution to the 13 heirs do not agree with the court’s order:
      o    Receipts of distribution to Rosamaria Christina Tapia Carreon, Martha Amaya, and Elizabeth Garcia were 927.43 less than court’s order.
      o    Receipts of distribution to Esther Gutierrez and Barbara Jean Islas were 463.73 less than court’s order.
      o    Receipt of distribution to Cynthia Gusman was 309.15 less than court’s order.
      o    Receipts of distribution to John Paul Alba, Jose Alba and Jessica Alba were 103.05 less than court’s order.
      o    Receipts of distribution to Joe Yniguez, Miguel Anthony Tapia, Angelica Tapia and Kevin Tapia were 309.15 less than court’s order.
Recommend court issue Order to Show Cause to personal representative to appear and show cause why the court should not order a “claw back” of all distributed funds to ensure they are redistributed in accordance with the court’s order.
Appearance by personal representative and counsel mandatory (by VCourt if preferred).

PR-22-000911 ESTATE OF VICTOR DAVID VARGAS
Hearing on PrC§12200 Status Report of Administration:
Nothing filed since previous hearing. Prior Note remains:
•    Notice of Hearing is not on file for the other heir. 
Also, the Report appears to indicate that the estate may be ready to be closed.

Recommend court issue Order to Show Cause to Administrator 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 co Administrator (self-represented) mandatory (by VCourt if preferred).
If Administrator is not able to appear in person, he may register to appear remotely, by telephone, using VCourt.

PR-24-000243 ESTATE OF YOUASH DANIELOADEH
Account Review Hearing:
Do not recommend further continuance of review hearing.

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 of Expenses Advanced, Reserve for Closing Expenses and for Final Distribution continued from 03/18/25:
Prior notes have been cured.
Recommend approval of Report and Petition with the exception of the request for reimbursement of the personal representative for the expense of her flight to attend the decedent’s funeral. This would reduce her reimbursement by $339.98, to $10,613.86, and increase the distributions to each heir by $169.99 each.
Recommend Discharge Review Hearing 11/20/25 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
 

PR-24-000250 ESTATE OF DALE NELSON ROBERTSON
Account Review Hearing:
On 03/05/25 the court directed personal representative to file the Final Inventory and Appraisal before the next hearing.  Final Inventory and Appraisal is on file.  
The pleading file-marked 05/16/25, titled Status Report, may not be considered as such for the following issues:
•    Filer failed to pay the $200.00 filing fee.
•    Pleading was not titled PrC§12200 Status Report; therefore, it 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 remaining $140.00 filing fee forthwith ($200.00 filing fee owed minus the $60.00 actually paid). 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 09/25/25.
Appearance not required (by VCourt if preferred).

PR-24-000333 REVOCABLE TRUST OF THOMAS JOHN PAQUETTE
Hearing on Petition to Compel Trustee to Account; to Confirm Trust Terms and Compel Distribution; for Removal of Trustee; for Return of Probate Estate Property and Enhanced Damages; Reimbursement of Fees and Costs continued from 06/11/24, 09/17/24, 01/07/25:

Nothing has been filed to cure any of the prior defects. All Notes identifying defects as reflected below originated from the Probate Attorney’s Notes as of 09/26/22 when this case was initiated in Alameda County. Notice has been defective since 09/26/22.

Recommend court consider dismissing this matter, as the court had admonished on 01/07/25 that it may do today if all defects were not cured.

Prior Notes:
Response filed – 09/26/22.
On 06/11/24, the court directed both sides to file a legible copy of the Trust with the court, as the copy attached to the (transferred) petition is nearly illegible. Not on file.
Prior Notes from Superior Court of California, County of Alameda remain:
1.    The petition includes PrC§§850 & 859 claims. However, notice was provided on DE-120 instead of the mandatory Judicial Council Form DE-115. Additionally, the requirements of PrC §851(c) are not satisfied. Further, the beneficiaries of personal property listed on page 6 of the trust are not included. These individuals are. Andrew Marques, Eric Marques, Adam Marques, Brian Marques, Zack McBeth, Sandy Rice, Tyler Rice, and Alyssa Rice. Notice was provided to trustee Jeannine Anne Marques c/o her attorney only when such notice is required to be served at her place of business or residence as well. See PrC §1214.
2.    Names and addresses of each person entitled to notice were not listed in the petition (PrC§17201): Andrew Marques, Eric Marques, Adam Marques, Brian Marques, Zack McBeth, Sandy Rice, Tyler Rice, and Alyssa Rice. Additionally, Jeannine Anne Marques’s direct mailing address will need to be provided. Please provide the information in a declaration signed under penalty of perjury.
3.    Prior Probate Notes summarized supporting facts: 
     a.    Petitioner is an adult child of the settlors: and 50% beneficiary of the residue of the trust over five years, under certain conditions. A copy of the trust provided was signed by one of the settlors only and has only 14 of 16 pages referred to. It is alleged that, despite. multiple requests, the trustee has failed to account and continued to refuse to make any distributions to petitioner unless he executes a release. The release appears to be related to the distribution over five years verses lump sum distribution. If the conditions are not met each year, the 20% of petitioner's share of the residue that was to be distributed to him that year is to be distributed to Zack McBeth under CUTMA. Zack is now an adult.
4.    What efforts did petitioner undertake to find a fully executed copy of the trust.
5.    The surviving settlor reportedly died on March 6, 2020. The conditions set out on page seven of the trust (page 16 in DOMAIN) anticipate distribution to petitioner or Zack each year from June 2020 through June 2024. The release complained about appears to be an agreement to provide the full amount to petitioner; without modification of the irrevocable trust and without Zack's consent. Please clarify.
6.    A proposed order has not been submitted.
Appearance by counsel mandatory (by VCourt if preferred).

PR-24-000579 ESTATE OF JAMES EDWIN McGUY
Inventory Review Hearing:
Letters were not issued until 02/05/25 (bond issue). Inventory and Appraisal is not due until 06/05/25.
Recommend continuance to 09/09/25 to allow time for filing above pleading.
Appearance not required (by VCourt if preferred).

PR-24-001126 ESTATE OF NORMAN E. FOX
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 01/20/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-24-001127 ESTATE OF MARILYN ANN METTLER, AKA MARILYN A. METTLER, MARILYN ANN MONTGOMERY
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 01/21/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-24-001128 ESTATE OF SARENA SUE GAWTHORP
Inventory Review Hearing:
Letters Issued 02/05/25.  Inventory and Appraisal due 06/05/25.
Inventory and Appraisal not on file at time of review.
Recommend continuance to 09/10/25 to allow time to file above pleading.
Appearance not required (by VCourt if preferred).

2200521 MATTER OF ZALEEYA DE LA TORRE TRUST
Hearing on Petition to Approve Fifth Account and Report of Trustee, to Confirm Trustee’s Fees, and to Approve Attorney’s Fees:
•    Report and prayer of petition reflect Trustee received periodic compensation on account of $11,758.52 during the account period and seeks court approval of same. This amount appears to be inaccurate; it includes fees the court approved in the Fourth Accounting for that account period ($2,115.90). The Schedule of Disbursements reflects a payment of $2,115.00 (discrepancy of $0.90) dated 03/10/23 for purpose of “transition to periodic billing” which appears to be a mistake as that is the described purpose of the $1,360.50 disbursement dated 04/05/23 as explained in the “Fiduciary Fee Summary” attached to the accounting (page 26 of 36). 
      o    In summary, Trustee’s compensation (periodic payments of $250.00, lump sum adjustment disbursed 04/05/23, and payment of monthly invoices starting May 2023 and ending April 2024) for the current account period total $8,086.82. Please review and verify if that is the correct amount of Trustee’s fees for this account period which Trustee seeks court’s approval of.
•    Some, not all, of the tasks performed by Trustee in this case and the sibling Trust case are applicable or beneficial to both Trusts. Trustee has previously reported how this is a benefit to the Trust beneficiaries. Please continue to report that in each accounting.
•    Proposed Order ought to include language extending expiration of the court’s order authorizing Trustee to pay periodic trustee fees on account.
Recommend continuance to 08/01/25 to allow time to respond to Probate Notes.
Appearance not required (by VCourt if preferred).

PR-22-000176 ESTATE OF BRADLEY E. COLEMAN
Hearing on First and Final Account and Report of Administrator; Petition for Order: 1) Settling the Waived Account and Approving Report of Administrator; 2) Allowing Attorneys’ Compensation and Reimbursement of Costs; and 3) for Final Distribution:
Some defects cured. 
Recommend approval of petition as supplemented.
Recommend Discharge Review Hearing 11/20/25 pursuant to Local Rule 8.92.
Recommend court vacate 06/24/25 Account Review Hearing.
Appearance not required (by VCourt if preferred).

PR-22-000193 ESTATE OF FLORENCE WALLS
Hearing on Second PrC§12200 Status Report of Administration:
Notice appears complete.
Recommend court allow estate to remain open and set a further Account Review Hearing 04/07/26 when a Third PrC§12200 Status Report will be due if the estate is not in a position to be closed.
Appearance not required (by VCourt if preferred).

PR-24-000924 ESTATE OF LEO L. LASSWELL
Hearing on First and Final Account and Report of Administrator, and Petition for its Settlement on Waiver of Accounting, Payment of Statutory Administrator Fees, and for Final Distribution of Estate: 
Defects cured.
Recommend approval of petition as supplemented.
Recommend Discharge Review Hearing 11/20/25 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-25-000363 ESTATE OF HELEN PATRICIA SILVA
Hearing on Petition for Letters of Administration:
•    Petition item 8 must include the relationships of all those listed to the decedent.
•    Petition item 8 omitted the name and date of death of decedent’s predeceased spouse.
•    Waivers of bond [Form DE-142/DE-111(A-3e)] not on file for one of the two intestate heirs (see Probate Code section 6401). Bond may be required. Minimum bond would be $20,000.00 pursuant to Local Rule 8.33.
•    Form DE-147, Duties and Liabilities: item 2 on page 2 did not include the telephone number of the proposed administrator.
•    Affidavit of publication not on file. See Local Rule 8.12.
•    Form DE-140, Proposed Order, not submitted.
Consider visiting the California Courts Self Help page at
https://selfhelp.courts.ca.gov/probate and downloading forms from https://www.courts.ca.gov/forms.htm
Appearance by petitioner (self-represented) required (by VCourt if preferred).

PR-25-000365 ESTATE OF MARCIE J. BARLOW ISAMAN, AKA MARCIE BARLOW, MARCIE JOHNSON ISAMAN
Hearing on Petition for Probate of Will and for Letters Testamentary:
Note has been cured, however, the amended Notice file-marked 05/13/25 reflects notice was defective: untimely.
Recommend continuance to 06/27/25 to allow time to perfect mailed notice.
Consider visiting the California Courts Self Help page at
https://selfhelp.courts.ca.gov/probate and downloading forms from https://www.courts.ca.gov/forms.htm
Appearance not required (by VCourt if preferred).

PR-25-000369 ESTATE OF MARY LEE SPROUSE
Hearing on Petition for Probate of Will and for Letters Testamentary:
No defects in the petition.
The page order of the lodged will does not agree with the page order of the copies of the will attached to Form DE-111 Petition, Form DE-131 Proof of Subscribing Witness, or Form DE-135 Proof of Holographic Instrument. Recommend court hold hearing to make a finding regarding the correct page order of the three pages prior to admitting the will to probate. 
Form DE-150, proposed Letters, not yet submitted.
Appearance by counsel required (by VCourt if preferred).

PR-25-000372 ESTATE OF CECILIA BOBBIE LOZANO, AKA CECILIA BOBBIE MUNIAIN
Hearing on Petition for Probate of Will and for Letters of Testamentary:
Defects cured.
Recommend approval of petition and admission of Will to probate.
Recommend Inventory Review Hearing 12/02/25 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).

WEDNESDAY, MAY 21, 2025
Department 23 
8:30 a.m.

PR-23-001096 ESTATE OF JONATHAN DAVID BALINSON, AKA JONATHAN D. BALISON, JON BALINSON
Hearing on Petition for Determination of Entitlement to Estate Distribution (Probate Code §11700):
Notice has been perfected.  Prior defects cured.
Distribution Agreement filed 04/29/25 subject to the approval of the Court.
If no one appears to object, recommend approval of petition as supplemented 
except the Court finds that if there is anything remaining from the final 10% after payment of funeral expenses, the remainder should be equally split between Wife, Aime Rhizza de Castro Lustre, and two sisters, Andrea Balinson and Sara Goldstein as opposed to being solely distributed to Aime Rhizza de Castro Lustre. 
•    Need new order
The hearing on §12200 Status Report for 06/26/25 is confirmed.
Appearance not required.  (Any person wishing to appear remotely must obtain the court’s permission to appear via VCourt by contacting the courtroom clerk).

Department 22
8:30 a.m.

PR-19-001293 MATTER OF WALTER LEROY WELKER JR. SPECIAL NEEDS TRUST
Account Review Hearing continued from 01/15/25:
Third Account and Report of Trustees has been filed and set for hearing on 09/23/25.
Hearing of 09/23/25 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-20-000719 RAMON GILBERT GONZALES TRUST
Hearing on Fifth Account and Report of Trustee; Petition for Settlement of Accounts; for Settlor to Continue to Receive His Social Security Payment Directly; and for Fees to Attorney for Trustee and Conservator continued from 01/28/25:
•    The Notice of Hearing file-marked 01/28/25 was filed after the hearing had been called, when the court had already continued the matter for notice to be perfected (ref: Minute Order dated 01/28/25). New Notice is required. See Pr. Code section 1205.
      o    Counsel’s 05/19/25 Declaration requests the court deem notice complete. Submitted to court for determination.
•    Paralegals’ hourly rate exceeds this county’s norms.
      o    Counsel’s 05/19/25 Declaration reflects that this county’s norms are “accepted”. A modified request for paralegal’s fees has not been filed. Submitted to court for determination.
Request to reduce bond of $384,000.00 to total bond of $152,000.00 appears appropriate. Recommend court reduce bond to $152,000.00 now, to save the Trust the higher premiums.
Appearance by counsel required (by VCourt if preferred).

PR-21-000450 ESTATE OF BETTY JO RUSSELL
(1)    Order to Show Cause issued 01/23/25 to personal representative, Helga L. Russell continued from 07/11/24, 10/01/24, 01/23/25:
To appear and explain her failure to file receipts and for removal pursuant to PrC §8502.

(2)    Discharge Review Hearing continued from 04/04/24, 07/11/24, 10/01/24, 01/23/25:
See Local Rule 8.92. 
Receipts of distribution not on file [see Pr. Code section 11753(b)].
Form DE-295, Ex Parte Petition for Final Discharge and Order, not yet submitted.
Consider downloading the form from https://selfhelp.courts.ca.gov/jcc-form/DE-295. 

On 01/23/25, the Court suspended the personal representative pursuant to PrC §8500.
Recommend court refer matter to the Public Administrator and County Counsel, pursuant to PrC§7621, for appointment of Public Administrator.

Appearance by personal representative (self-represented) required (by VCourt if preferred).

PR-21-001189 ESTATE OF NANCY SHAILOR
Hearing on First Amended (file-marked 01/10/25) Petition for Final Distribution, Waiver of Account, Allowance of Compensation Attorneys, Extraordinary Fees, Costs continued from 06/12/24, 09/11/24, 01/15/25:
Prior Notes remain:
•    Waiver of Account not on file as alleged in the pleading.
•    A copy of the final seller’s statement was not attached. What the Report describes as the final seller’s statement, Exhibit A, appears to be a 2019 statement regarding the decedent’s refinance of a loan.
Recommend continuance to 06/27/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-23-000436 ESTATE OF RALPH ANTHONY ASTENGO
Hearing on Petition to Transfer Property Held in the Name of Trust to Estate Probate Code Section 850;859 (file marked 08/02/24 by Deborah Lynn Ott) continued from 09/17/24, 01/08/25: 
Nothing filed since last hearing. Prior notes remain: 
•    Notice of Hearing, Form DE-120, file marked 09/05/24, does not appear to comply with PrC§§851(c)(1) (description of property), PrC§§851(c)(2) (relief sought), or 851(c)(3) statement advising interested persons). 
•    Notice of Hearing, file marked 09/05/24, appears defective: untimely pursuant to PrC§17203(b).
•    The following items need to be addressed on the Petition:
      o    Exhibit B referenced in the Petition not attached. 
      o    Neither the caption nor the prayer appear to include all of the requested relief.
      o    The petitioner has not clearly described each of the “Judgment terms” that are being requested in prayer #1. 
      o    The petition does not clearly identify the property the petitioner is seeking to be confirmed to the estate.  
      o    Please provide any documentation necessary for each asset, including copy of grant deed.
•    Proposed Order not submitted at the time of review.
Appearance by counsel required (by VCourt if preferred).

PR-23-001083 ESTATE OF CONRAD VALOR
Account Review Hearing:
See Local Rule 8.82. Neither Final Inventory and Appraisal 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 10/14/25 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-23-001193 ESTATE OF MARTIN J. McKEAN, AKA MARTIN McKEAN
Account Review Hearing continued from 01/22/25:
A Corrected Final Inventory and Appraisal is on file.
A PrC§12200 Status Report has been filed and set for hearing 07/02/25.
Hearing of 07/02/25 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-24-000354 ESTATE OF KATHRYN MARTLOCK
Hearing on Petition for Final Distribution Accounting Waived, Allowance of Statutory Fees continued from 04/15/25:
Prior defects cured.
Final Inventory and Appraisal is on file.
•    Need order.
Recommend approval of petition.
Recommend Discharge Review Hearing 11/20/25 pursuant to Local Rule 8.92.
Recommend the Court discharge the Order to Show Cause issued to administrator and administrator’s counsel.
Recommend the Court vacate the Inventory and Appraisal Hearing and Order to Show Cause hearings set for 08/05/25.
Appearance not required (by VCourt if preferred).

PR-25-000246 ESTATE OF JOHN RALPH GRANT, SR., AKA JOHN RALPH GRANT, AKA JOHN GRANT
Hearing on Petition for Probate of Will and for Letters of Administration with Will Annexed continued from 04/30/25: 
Waivers of Bond on file for all heirs. 
Recommend approval of petition and admission of Will to probate.
Recommend Inventory Review Hearing 11/19/25 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).

PR-23-001324 ESTATE OF NORMA PAULINE WALLEY
Hearing on Waiver of Account and Report of Administrator; Petition for Final Distribution:
•    Defects in the petition which must be addressed:
      o    Paragraph 16 is unclear.  It is labeled “summary of account” which is not required when an accounting is waived. It appears to be an itemized list of costs previously incurred.  Petitioner has not included a statement if reimbursement of costs is requested or not requested.  
                +    The total amount of the “costs” recited in this paragraph equal the same amount requested to be withheld as reserve for anticipated costs. Is this correct?
                +    Please note, costs of copies, mailing and postage are not reimbursable.
      o    Computation of statutory compensation, including gains on sales, is required even when compensation is waived (see Local Rules 8.69, 8.83 J). The calculator tool may be found online at https://www.stanct.org/calculator-tools. 
      o    Need itemization of property on hand for distribution.  See CRC7.651, LR 8.69, 8.83M; PC§1062f.
      o    Petition must be verified. See California Rules of Court rule 7.103(b).
•    Waiver of Accounting does not bear notary’s acknowledgement (Local Rule 8.69).
•    Form DE-120, Notice of Hearing, not on file (PrC §§ 10830, 11000, 11601).
      o    Proof of Service (file marked 03/10/25) is not sufficient notice.
•    The court granted a Fee Waiver at the onset of the case. There appear to be sufficient assets on hand for payment of court fees. Recommend court terminate the Fee Waiver.
      o    Administrator must make arrangements to pay previously waived court fees. Examiner estimates costs would be approximately $870.00. Parties may contact the clerk’s office for an exact amount.  
•    Proposed Order:
      o    Payment of previously waived fees from the estate may change the distribution amounts; therefore, a new proposed order may be necessary.
      o    Total property amount on hand for distribution omitted.

Recommend continuance to 10/08/25 to coincide with previously set Account Review Hearing to allow time for petitioner to address defects and pay court costs.
Appearance not required (by VCourt if preferred).

PR-24-000006 ESTATE OF VICTORIA L. McMILLEN, AKA VICTORIA LYNN McMILLEN
Hearing on First and Final Account and Report of Administrator and Petition for Final Distribution, for Statutory Fees for Administrator and Attorneys, for Extraordinary Fees for Attorneys, Approval of Creditor’s Claim by Administrator, Reimbursement of Costs and Assigning Costs of Eviction to Gretchen McMillen’s and Melissa Kanga’s Shares of Estate:
Defects cured.
The Court has reviewed the declaration re: extraordinary expenses.  While counsel’s hourly rate may be comparable to rates in the bay area, they exceed the norm in Stanislaus County. Accordingly, this Court will award extraordinary expenses in the reduced sum of $4,380, representing an hourly rate of $350 for atty Vermont at 2.6 hrs, $350 for atty Jacques for 2.6 hrs, $350 for atty Sargent for 6.8 hrs, and $150 for paralegal Lilly for 1.2 hrs. 

Matter will be approved with the above modification.
Counsel to submit new order.
Recommend Discharge Review Hearing 11/20/25 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-24-000135 ESTATE OF ANDREW H. WOODS
Hearing on PrC§12200 Status Report of Administration:
Notice appears complete.
Recommend court allow estate to remain open and set a further Account Review Hearing 02/10/27.
Appearance not required (by VCourt if preferred).

PR-25-000021 MATTER OF THOMAS M. MEDEIROS SPECIAL NEEDS TRUST
Hearing on Petition for Order Establishing Special Needs Trust; for Authority to Invest in Mutual Funds and U.S. Government Bonds with Maturity Dates Later than Five Years; and for Attorney Fees:
•    Hourly rate for paralegal’s fees exceeds county norms. Counsel filed a Supplement 05/13/25 affirming the rate as originally sought. Submitted to court for determination.
•    Note remains: The petition repeatedly identifies the Trust as the “Thomas M. Medeiros Special Needs Trust”, but the draft of the Trust (Exhibit A) is the “Thomas M. Medeiros Supplemental Needs Trust”. Please clarify why the petition and the draft Trust do not agree. Of note: the proposed Order would authorize establishment of the Special Needs Trust, and not a Supplemental Needs Trust.
      o    As counsel did not address this Note in his 05/13/25 Supplement, Examiner infers he does not consider this a defect. Should he make a court appearance on 05/21/25, Examiner recommends the court question him and make an order as to the name of the Trust, as the petition and order do not agree, and it is Examiner’s understanding these Trusts are typically titled “Special” and not “Supplemental”.
Recommend continuance to 09/10/25 to allow time to cure defect.
Appearance not required (by VCourt if preferred).

PR-25-000381 ESTATE OF PAUL AMOS ROBERTS
Hearing on Amended (file-marked 04/17/25) Petition for Letters of Administration:
Notes have been cured.
Please note that some of the filings have had the incorrect address for this court in the heading; this court is located at 801 10th Street, Modesto, CA. The clerk’s office is located on the fourth floor, and Department 22 is located on the sixth floor.
Recommend approval of amended petition.
Recommend Inventory Review Hearing 12/02/25 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).

PR-25-000383 ESTATE OF VINCENT GEORGE SABEAN
Hearing on Petition for Letters of Administration:
•    Petition item 2b omitted the name of the proposed personal representative.
•    Petition item 3h was left blank (residency of the proposed personal representative).
•    Petition item 8 omitted the name and date of death of decedent’s predeceased spouse.
•    Petition item 8 must include the relationships of all those listed to the decedent.
•    Form DE-147, Duties and Liabilities: item 2 on page 2 did not include the telephone number of the proposed personal representative.
•    Affidavit of publication file-marked 05/14/25 reflects the published notice 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.
•    Form DE-150, proposed Letters submitted 5/14/25: 
      o    Item 2 on the left side did not include the name of the proposed administrator.
Consider visiting the California Courts Self Help page at
https://selfhelp.courts.ca.gov/probate and downloading forms from https://www.courts.ca.gov/forms.htm
Appearance by petitioner (self-represented) required (by VCourt if preferred).

PR-25-000386 ESTATE OF JOSE RICARDO MORENO
Hearing on Spousal Property Petition:
•    Item 1 and Item 7 do not agree.  Item 1a box checked (passing to surviving spouse), but Item 7b box checked (confirmed to surviving spouse).
•    Attachment 7b was not attached (including the legal descriptions as well as the assessor’s parcel numbers of the community property assets that petitioner requests to be determined as having belonged to her at the time of her spouse’s passing). This must include the percentages of the community property interest in each asset belonging to the petitioner. See wording in item 7b of the petition. See also Local Rule 8.98 A.
•    Copy of grant deed showing current and prior title was not attached or provided on separate pleading.  See Local Rule 8.98 B.
•    Notice of Hearing not on file (PrC§§13655, 1220).
•    Form DE-226, Spousal Property Order, not yet on file. Need proposed order.
Recommend continuance to 06/27/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-25-000410 ESTATE OF LINDA MCMILLEN, AKA LINDA FAY MCMILLEN
Hearing on Petition for Probate of Will and for Letters Testamentary:
Will is self-proving.  
Recommend approval of petition and admission of Will to probate.
Recommend Inventory Review Hearing 12/02/25 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).

THURSDAY, MAY 22, 2025
Department 22
8:30 a.m.

2201213 MATTER OF THE MICHAEL GERDS SPECIAL NEEDS DISABILITY TRUST
Account Review Hearing: 
Fourth Account and Report has been filed and set for hearing 08/28/25.
Hearing of 08/28/25 will be confirmed.
Appearance not required (by VCourt if preferred). 

PR-21-000110 JAMES R. ORTEZ, JR. 2008 REVOCABLE FAMILY TRUST 
Court’s Motion to Dismiss set per Minute Order 07/22/24 continued from 01/23/25:
Settlement not on file.
On calendar for trial setting.
Appearance by counsel mandatory (by VCourt if preferred).

PR-24-000188 ESTATE OF KEVIN LEE WADDELL
Account Review Hearing:
Final Inventory and Appraisal on file.
•    A.P.N. was not included in the Inventory and Appraisal. Examiner anticipates this will be addressed in the Petition for Final Distribution.
•    Total recited for Attachment 1 ($404,515.22) appears to be miscalculated.  Total equals $404,514.92. Thus, the total recited for attachment 1 and 2 also appears incorrect.
•    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.
A Corrected Final Inventory and Appraisal appears required.
Recommend continuance to 09/24/25 to allow time for filing of above pleadings. 
Appearance not required (by VCourt if preferred).
 

PR-24-000275 ESTATE OF WAYNE ELMO BRIGMAN
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 11/12/25 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-24-000477 ESTATE OF BONNIE LOU KEENER, AKA BONNIE KEENER
Inventory Review Hearing:
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 01/27/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-24-000484 ESTATE OF DONALD F. AYRES
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 01/27/26 pursuant to Local Rule. 8.82.
Appearance not required (by VCourt if preferred).

PR-24-000685 ESTATE OF WILLIAM JAMES REEDY 
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 04/07/26 pursuant to Local Rule. 8.82.
Appearance not required (by VCourt if preferred).

PR-24-000688 ESTATE OF RONALD L. BROWN
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 01/06/26 pursuant to Local Rule. 8.82.
Appearance not required (by VCourt if preferred).

PR-24-001018 SCOTT JAMES THON, AKA SCOTT THON
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 12/16/25 pursuant to Local Rule. 8.82.
Appearance not required (by VCourt if preferred).

PR-24-001307 ESTATE OF ANNA KATHARINA THEAUDEAUS
Hearing on Amended Petition (file-marked 02/18/25) for Probate continued from 01/23/25:
Defects in the Amended Petition (Form DE-111):
•    Heading of page 1 included checkmarks in boxes for both “Probate of Will and for Letters Testamentary” and “Letters of Administration”. As the petition includes allegation decedent died “intestate”, that is, without a will, recommend court deem this to be a Petition for “Letters of Administration”.
•    Petitioner has included an allegation in the petition that decedent died intestate (without a will) and petitioner has included a request that decedent’s will be admitted to probate (item 2a). Those are contradictory.
•    Items 5a(5) and 5a(6) were both checked, which are contradictory allegations that the decedent was survived by her child(ren) but also that she was not survived by children.
•    Items 5a(7) or 5a(8) were left blank (existence of issue of a predeceased child).

Defects in the 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.
•    Petition reflects that decedent’s only heir is her surviving son (see Probate Code section 6401). Waiver of bond [Form DE-142/DE-111(A-3e)] not on file for that heir. Bond may be required.
•    Form DE-150, Proposed Letters submitted 02/18/25:
      o    Item 2: missing petitioner’s full name, including his entire middle name.
      o    Item 2b(2) was checked, which does not apply to this petition.
•    Petitioner appears to have the least priority to serve as a personal representative than any other person or entity described in Pr. Code §§ 8461, 8465. A person with priority does not appear to have filed a competing petition.
      o    Recommend court require petitioner to mail notice (Form DE-121) to the Public Administrator.

Consider visiting the California Courts Self Help page at
https://selfhelp.courts.ca.gov/probate and downloading forms from https://www.courts.ca.gov/forms.htm
Appearance by petitioner (self-represented) required (by VCourt if preferred).

PR-22-000002 ESTATE OF MARK WAYNE GIRDNER
Hearing on Second Pr. Code Section 12200 Status Report of Administration:
•    Notice of Hearing (Form DE-120) is not on file. See Pr. Code sections 12200 and 12201.
Appearance by Administrator (self-represented) required (by VCourt if preferred).

PR-23-001346 ESTATE OF RONALD GARBER
Hearing on Petition for Final Distribution, for the Allowance of Statutory Fees to Executor and to Attorneys; for Reimbursement of Costs Advanced and to be Advanced; and the First and Final Account and Report of Executor:

A Supplement to Petition was filed 05/20/25 addressing the below defects; however, it was not served pursuant to California Rules of Court, rule 7.53(b).
Defects which were cured by supplement:
•    A (second) allowance/rejection of W. Garber’s creditor claim was filed by the Executor 01/14/25. The Creditor had ninety days thereafter to act on the partially allowed claim (PrC§9250). Please supplement the Report pursuant to PrC§10900(b).
•    Prayer omitted petitioner’s request to reimburse herself $200.00 (ref: lines 13-14 on page 7).
•    Proposed distribution in prayer of report does not agree with paragraph 31 of the report ($0.80 to each distributee).
•    The final seller’s settlement statement (Exhibit B) reflects a $1,324.00 debit for “Attorney fees and Costs” from the category “Loan payoff to… mortgage services”. Please clarify the purpose and payee of that sale expense.
Recommend continuance to 07/02/25 to coincide with previously scheduled Account Review Hearing to allow time to serve Supplement to Petition.
Appearance not required (by VCourt if preferred).

PR-24-000798 ESTATE OF MELVA JEAN JORDAN
Hearing on Petition for Final Distribution on Waiver of Account and for Allowance of Statutory Attorney Fees and for Reimbursement to Attorney:
Defects cured.
Recommend approval of petition as supplemented.
Recommend Discharge Review Hearing 11/20/25 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-25-000051 MATTER OF ANTONE S. DIAS 2009 TRUST
Hearing on Petition to Remove Trustee; for Surcharge of Trustee; for Relief from Breach of Trust; for an Accounting; for Instructions:
Notice appears complete.
Hearing required.
Appearance by petitioner’s counsel required (by VCourt if preferred).

PR-25-000302 ESTATE OF JESUS RANGEL
Hearing on Petition for Letters of Administration:

– 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.
Defects in the Form DE-111, Petition:
•    Item 1 did not include the name of the newspaper where Petitioner intends to publish notice. See Probate Code section 8121 and the court’s website here: https://www.stanislaus.courts.ca.gov/divisions/probate/newspapers 
•    Item 2b did not include the name of the proposed personal representative.
•    Item 2c was not completed (requesting either full or limited authority to administer this estate under the Independent Administration of Estates Act).
•    Petition item 8 did not include the proposed personal representative (Local Rule 8.26 D).

Defects in the file:
•    Item 4 was not completed on the Waiver of Bond form; it’s unclear if the heir waived bond for the petitioner or some other proposed personal representative.
•    Form DE-147 Duties and Liabilities not on file.
•    Form DE-121 Notice of Petition to Administer Estate not on file. Form DE-120 Notice of Hearing may not be used for this purpose because Form DE-121 is a mandatory form. See Pr. Code sections 8100 et seq.
      o    Mailed notice must also be given to the foreign consulate of the nation of which the decedent was a citizen (Pr. Code section 8113, Local Rule 8.16).
•    Affidavit of publication not on file. See Local Rule 8.12.
•    Forms DE-140 and DE-150, Proposed Order and Letters, not submitted.
•    Petitioner appears to have the least priority to serve as a personal representative than any other person or entity described in Pr. Code §§ 8461, 8465. A person with priority does not appear to have filed a competing petition. Recommend court require petitioner to mail notice (Form DE-121) to the Public Administrator.

Consider visiting the California Courts Self Help page at
https://selfhelp.courts.ca.gov/probate and downloading forms from https://www.courts.ca.gov/forms.htm
Appearance by petitioner (self-represented) required (by VCourt if preferred).

PR-25-000303 ESTATE OF MARIA DE LOS ANGELES QUEZADA MACIAS
Hearing on Petition for Letters of Administration:

– 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.
Defects in the Form DE-111, Petition:
•    Item 1 did not include the name of the newspaper where Petitioner intends to publish notice. See Probate Code section 8121 and the court’s website here: https://www.stanislaus.courts.ca.gov/divisions/probate/newspapers 
•    Item 2b did not include the name of the proposed personal representative.
•    Item 2d(1), (2), or (3) were left blank (petitioner’s requests regarding bond or blocked account).

Defects in the file:
•    Item 4 was not completed on the Waiver of Bond forms; it’s unclear if the heirs waived bond for the petitioner or some other proposed personal representative.
•    Form DE-147 Duties and Liabilities not on file.
•    Form DE-121 Notice of Petition to Administer Estate not on file. Form DE-120 Notice of Hearing may not be used for this purpose because Form DE-121 is a mandatory form. See Pr. Code sections 8100 et seq.
      o    Mailed notice must also be given to the foreign consulate of the nation of which the decedent was a citizen (Pr. Code section 8113, Local Rule 8.16).
•    Affidavit of publication not on file. See Local Rule 8.12.
•    Forms DE-140 and DE-150, Proposed Order and Letters, not submitted.

Consider visiting the California Courts Self Help page at
https://selfhelp.courts.ca.gov/probate and downloading forms from https://www.courts.ca.gov/forms.htm
Appearance by petitioner (self-represented) required (by VCourt if preferred).

PR-25-000411 ESTATE OF INEZ DEWESE DAVIS
Hearing on Petition for Probate of Will and for Letters Testamentary:
•    Proposed personal representative’s telephone number was omitted from item 2 of Form DE-147, Duties and Liabilities.
•    Will is not self-proving per Local Rule 8.23.  Proof of Subscribing Witness (Form DE-131) not on file.
Recommend continuance to 08/08/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

FRIDAY, MAY 23, 2025
No decedent's estates or trust matters on calendar.

MONDAY, MAY 26, 2025
No decedent's estates or trust matters on calendar.

TUESDAY, MAY 27, 2025
No decedent's estates or trust matters on calendar.

WEDNESDAY, MAY 28, 2025
No decedent's estates or trust matters on calendar.

THURSDAY, MAY 29, 2025
No decedent's estates or trust matters on calendar.

FRIDAY, MAY 30, 2025
No decedent's estates or trust matters on calendar.

MONDAY, JUNE 2, 2025

Department 22
No decedent's estates or trust matters on calendar.

TUESDAY, JUNE 3, 2025
Department 22
8:30 a.m.

PR-21-000621 THE JACK L. FREY LIVING TRUST
Hearing on Petition for Order Authorizing Service of Process by Electronic Means:
Recommend approval of petition.

Hearing on Second Amended (file-marked 12/02/24) Petition for Approval of First and Final Accounting and Report and Petition for Allowance of Compensation of Trustee continued from 05/09/24, 08/28/24, 12/04/24, 04/02/24:
Notice of (continued) hearing, by mail or personal service, not on file.
Recommend continuance to 08/08/25 to allow time for notice of hearing as allowed by the court pursuant to today’s order.
Appearance not required (by VCourt if preferred).

PR-22-000295 ESTATE OF INGRID EDDINS
Hearing on Order to Show Cause issued 01/24/25 to personal representative:
•    To appear and show cause for failing to appear on 01/24/25 and for failure to present Form DE-295, Ex Parte Petition for Final Discharge and Order.

Discharge Review Hearing continued from 11/07/24, 01/24/25:
Nothing filed since previous hearing. Prior Notes remain:
See Local Rule 8.92. Form DE-295, Ex Parte Petition for Final Discharge and Order, not yet submitted.
Appearance by personal representative and personal representative’s counsel mandatory (by VCourt if preferred).

PR-22-000324 ESTATE OF KURT D. BESERRA
Discharge Review Hearing continued from 11/07/24, 01/24/25:
Nothing filed since last hearing. Prior notes remain:
Receipts of Distribution not on file.
See Local Rule 8.92. Ex Parte Petition for Final Discharge not yet submitted.
Need status of estate.
Appearance by counsel required (by VCourt if preferred).

PR-23-000640 ESTATE OF MARIA DE REFUGIO JAUREGUI
Hearing on First Amended (File marked 05/13/25) First and Final Account and Report of Administrator and Petition for its Settlement, for Allowance of Compensation and Reimbursement to Administrator and Attorney for Costs Advanced and Ordinary Services and for Final Distribution continued from 02/04/25:
Some prior defects cured. Prior notes remain:
•    The Court’s calculations do not agree with itemizations on Attachment 4 (Reimbursement to Petitioner).  Please clarify.
      o    Payments to Rushmore Servicing equal $9,146.29 instead of $9,145.47.
      o    Total expenses by Petitioner equal $20,780.65 instead of $20,779.83, a difference of $.82.
•    Paragraph 18: calculation of statutory compensation appears incorrect. The fee base is the appraisal value of all assets as of the date of death, which is to say, the value reflected in the Final Inventory and Appraisal and not any of the Reappraisals for Sale. Any change in value due to sale of the assets would be reflected as a Gain or Loss on Sale. See California Rules of Court rule 7.705 and Local Rule 8.69.
      o    The change in this calculation may change the distribution amounts.
•    Need new order as compensation and distribution amounts do not agree with Petition and may change when the above note is addressed.
Appearance by counsel required (by VCourt if preferred).

PR-23-001074 ESTATE OF COOPER ALEXANDER GERLING
Hearing on Waiver of Account and Report of Administrator, Petition for Allowance of Statutory Fees to Personal Representative and for Final Distribution continued from 04/03/25:
The following defects remain:
The following are defects in the Petition:
•    Paragraph 19 (line 2 and 3) does not match the fee base calculation recited immediately below it; however, since the distribution recites the correct amount, examiner does not consider this a fatal defect.
•    Schedule showing Gains/Losses not attached as required by CRC 7.550(b)(6).
•    The value of estate does not appear to match the assets on hand for distribution. It is not clear why there is a significant difference. Please explain the difference between the inventory and appraisal and the estimated value of $316,741.63.
•    Paragraph 24 identified non-cash items to be distributed to J. Gerling.  It is unclear if these are the items identified on the Corrected Inventory and Appraisal.  Please outline to whom each specific item will be distributed.
The following must be addressed in the file:
•    Notice of Proposed Actions filed 06/14/24 and 06/21/24 did not include an affidavit of mailing attached, per Local Rules 8.83 N and 8.100.
•    Proposed order was not submitted.
Recommend continuance to 09/11/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-23-001187 ESTATE OF FRANK T. FUSCO, AKA FRANK TOM FUSCO, FRANK TOMMY FUSCO
Account Review Hearing continued from 01/28/25:
Inventory and Appraisal did not include the asset described in the Notice of Proposed Action file-marked 02/21/25.
On 01/28/25, the court directed that a PrC§12200 Status Report must be filed if estate is not in a position to be closed. Neither Petition for Final Distribution nor PrC§12200 Status Report are on file.
•    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-24-000095 ESTATE OF NORMA JEAN CATHCART
Account Review Hearing:
See Local Rule 8.82 and also Probate Code sections 12200, and 9000 through 9399. Neither Petition for Final Distribution nor PrC§12200 Status Report are on file.
Please review your responsibilities in the Duties and Liabilities, Form DE-147, you signed and filed.
Recommend court order the personal representative to prepare and file a Probate Code section 12200 Status Report of Administration, and give notice thereon pursuant to Probate Code section 12201, within ninety (90) days if the estate is not in a position to be closed.
Appearance by Administrator (self-represented) required (by VCourt if preferred).

PR-24-000394 ESTATE OF SHIRLEY LAWRENCE
Inventory Review Hearing continued from 02/05/25: 
Final Inventory and Appraisal is on file. 
•    Inventory and Appraisal omits characterization of decedent’s property [PrC§8850(c)]. This information will be needed prior to the closing of the estate.
Recommend Account Review Hearing 12/03/25 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-24-000962 ESTATE OF GREGORY A. FILIN, AKA GREGORY FILIN
Inventory Review Hearing: 
Final Inventory and Appraisal is on file. 
Recommend Account Review Hearing 01/07/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-24-001197 ESTATE OF JEFFREY A. ELWESS
Inventory Review Hearing:
Letters issued 12/18/24. Inventory and Appraisal due 04/18/25.
Final Inventory and Appraisal not on file.
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-24-001201 ESTATE OF JOSE Z. SANCHEZ, AKA JOSE Z. SANCHEZ RODRIGUEZ
Inventory Review Hearing:
Pursuant to the Supplement to the petition file-marked 12/13/24, recommend court order the case caption corrected to reflect decedent’s AKA of RODRIGUEZ and not RODRIQUEZ and have the clerk’s update the file accordingly.
Letters issued 12/18/24. Inventory and Appraisal due 04/18/25.
Final Inventory and Appraisal not on file.
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-22-000335 ESTATE OF FRANK PAUL HERNANDEZ
Hearing on Third PrC§12200 Status Report of Administration:
Notice appears complete.
Recommend court allow estate to remain open and set a further Account Review Hearing 02/10/26.
Appearance not required (by VCourt if preferred).

PR-23-001091 ESTATE OF CAMERON K. SCHLICHT
Hearing on First Report and First Account of Executor and Petition for Compensation to Attorneys for Extraordinary Services, for Reimbursement of Costs Advanced and for Distribution:
•    Corrected Inventory and Appraisal file-marked 04/09/25: Attachment 1 omitted.
•    Notice of Hearing not on file (PrC §§ 10830, 11000, 11601).
•    There were twenty-two (22) proofs of service (POS) filed on 10/15/24 and 10/16/24 reflecting service of a Notice of Proposed Action (NOPA) but not specifying which NOPA the POS applied to; eleven (11) appear to identical duplicates. There were two original NOPA (with affidavit of mailing attached) filed in this matter, two Objections to NOPA and thirteen (13) unique Consents to NOPA. Reviewing each of these documents revealed that there (appear to) have been eleven “acts” for which the personal representative may have given notice in advance and for which she has not filed nine of the original NOPA. Careful review and comparison of all NOPA and all POS by the Examiner has not clearly shown that timely NOPA was given for the eleven acts, or that a POS has been filed for each NOPA. Examiner has not been able to verify if the personal representative has complied with Local Rule 8.100 B. There does not appear to be a motion for review pending at this time (PrC§10590).
      o    Report paragraph 5 (on page 3) does not appear to adequately describe the particular actions taken with the specificity required by California Rules of Court rule 7.250.
•    Declaration of counsel regarding extraordinary compensation and costs does not appear to have been filed as alleged in the Report, line 14 on page 8.
•    Declaration of counsel regarding extraordinary compensation and costs does not appear to have been filed as alleged in the Report, line 7 on page 9.
•    Please provide a Schedule of (prior) Distributions as referenced in the Summary of Account (Exhibit A). Were these assets included in the Corrected I&A file-marked 04/09/25?
•    Schedule 4 of the Account is not clearly labeled as the Schedule of Disbursements; dates were omitted.
•    Please provide a more detailed Schedule of (Proposed) Distribution, including calculation showing cash on hand at end of account period, less proposed extraordinary compensation, less proposed reimbursement of costs, and totaling the proposed reserve.
•    Please provide points and authorities for distribution of estate asset to a parent of or Guardian ad litem for a minor beneficiary. Please review Local Rule 8.84.
•    Declaration for extraordinary attorney compensation & costs (Wirowek): 
      o    Postage and shipping are considered a cost of doing business and is not reimbursable.
      o    Please elaborate on the second probate petition filing fee, as the file reflects probate petition only, file-marked 10/17/23.
      o    Please elaborate on the second publication fee, as the file reflects one published notice only, file-marked 11/20/23.
Recommend continuance to 06/05/25 to coincide with contested PrC§850 petition.
Appearance not required (by VCourt if preferred).

PR-24-000410 ESTATE OF ANITA L. BRADLEY
Hearing on First and Final Account and Report of Administrator and Petition for its Settlement, for Allowance of Statutory Compensation to Administrator and Attorney, for Costs of Administration, Reimbursement for Expenses Advanced, Reserve for Closing Expenses and for Final Distribution:
•    Need order.
Recommend approval of petition as supplemented.
Recommend Discharge Review Hearing 12/18/25 pursuant to Local Rule 8.92.
Recommend court vacate Account Review Hearing 08/05/25.
Appearance not required (by VCourt if preferred).

PR-25-000385 ESTATE OF KHOSHOU S. ASEHAK, AKA KHOSHOU ASEHAK
Hearing on Spousal Property Petition:
•    Notice of Hearing not on file (PrC§§13655, 1220).
•    Proposed Order not yet submitted.
Recommend continuance to 09/16/25 to allow time to cure defect.
Appearance not required (by VCourt if preferred).

PR-25-000407 ESTATE OF NANCY MANLEY, AKA NANCY ELAINE MANLEY
Hearing on Petition for Letters of Administration:
•    Form DE-147, Duties and Liabilities: item 2 omitted the petitioner’s telephone number.
      o    Recommend court order the petitioner to file an Amended DE-147 forthwith.
Recommend approval of petition.
Recommend Inventory Review Hearing 12/03/25 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).

PR-25-000417 ESTATE OF ENRIQUE V. PEREZ
Hearing on Spousal Property Petition:
If no one appears to object, recommend approval of petition.
Appearance not required (by VCourt if preferred).

PR-25-000424 ESTATE OF KEVIN DALE WILLIAMS
Hearing on Spousal Property Petition:
•    Notice of hearing omitted residence/business address of person completing the mailing. (Item 2, page 2).
Recommend continuance to 08/08/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-25-000431 ESTATE OF JOHN W. FATTALINI, JR.
Hearing on Petition for Letters of Administration:
•    Petition item 5a(7) or (8) omitted (existence of issue of a predeceased child).
•    Petition item 8 omitted the name and date of death of the decedent’s late spouse. 
•    Affidavit of publication not on file. See Local Rule 8.12.
•    Need new proposed Letters, Form DE-150: the period in decedent’s suffix is in the incorrect location.
Recommend continuance to 08/08/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred).