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 JANUARY 6, 2026
Local Rules of Superior Court of California, County of Stanislaus, revisions effective January 1, 2026, are now available for download.

UPDATED SEPTEMBER 18, 2025; POSTED MARCH 5, 2025
Inventory and Appraisals:  An Inventory and Appraisal must be filed in all decedent's estates, conservatorship, and guardianship matters by a date certain pursuant to statute. If the estate has no assets at all as of the date of the appraisal (e.g., the date of decedent's death, or the date of appointment), an Inventory and Appraisal is still required and failure to file the form even when the estate has no value will very likely result in a required court appearance. For more information, those interested are invited to review the California Probate Referee Guide published by the California Probate Referee's Association, which is available for download online.

If more time is needed to marshal the assets, please see California Probate Code section 8800(b) and (c). Failure to file the Inventory and Appraisal by the statutory deadline, or obtain an extension of time, may result in penalties.

If the Inventory and Appraisal has been submitted to the probate referee but not filed prior to the Inventory Review date, the Personal Representative, or their retained counsel, may file a declaration attesting to these facts and provide an anticipated timeframe for filing.  The Court may, in its discretion, continue the Inventory Review hearing without required appearances.

POSTED JULY 15, 2025
Probate customers may view the documents in the court's files online by accessing the Case Search Portal on the court's website. Access to view confidential documents remains restricted.

POSTED DECEMBER 16, 2024
Please visit the new Probate Examiner's Corner section of the Probate Division webpage where you will find news, reminders, and guides!

POSTED SEPTEMBER 29, 2022, UPDATED 12/02/22

• 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.

TUESDAY, SEPTEMBER 29, 2026
Department 22
8:30 a.m.

426248 DONALD LEE SCOTT BOSWELL SPECIAL NEEDS TRUST
Account Review Hearing:
Ninth Account and Report has been filed and set for hearing 10/22/26.
Hearing of 10/22/26 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-18-000314 ESTATE OF DIANE FRANCIS BELLO, AKA DIANE FRANCIS KAISER
(1)    Order to Show Cause issued 06/25/25 to Andon Rogers continued from 10/15/25, 12/04/25, 02/18/26, 06/18/26:
To appear and show cause for failing to appear at 06/25/25, 10/15/25, 12/04/25, 02/18/26, 06/18/26 hearings.  The Court on 06/18/26 ordered that failure to appear and failure to cooperate with counsel may result in additional sanctions, suspension or removal of the personal representative from office, and appointment of a Special Administrator.

(2)    Hearing on Petition for Final Distribution, Settlement of First and Final Account, Report of Administration, Allowance of Compensation of Personal Representative and Allowance of Attorney’s Fees, Extraordinary Fees and Costs continued from 02/18/26, 06/18/26:
Nothing filed by the personal representative since the previous hearing. Prior Notes remain:
• Paragraph 2 of the prayer (page 13) indicated a Waiver of Accounting was on file; however, notarized Waivers of Accounting are not on file. 
      o    Title of the pleading does not reflect a waiver of accounting.  Please clarify. See CRC rule 7.102.
      o    An accounting appears required.
• Schedule K (proposed distribution) itemizes $12,877.54 reimbursement to Personal Representative, Andon Rogers; however, the title of the pleading does not reflect a request for reimbursement. [see Probate Code § 10830, California Rule of Court 7.102, Local Rule 8.83L].
      o    Please provide copies of receipts for the $4,095.54 reimbursement request labeled as “Out of Pocket Costs” on Exhibit C.
      o    If this defect is not corrected, the court may deny reimbursement.
• Order Pursuant to Stipulation filed 04/21/21 recites the Law Office of Sekhon and O’Bryant shall receive $4,200.00 from the Probate Estate as extraordinary fees and costs, “upon filing of itemized billing.” Itemized billing has not been presented. The party formerly represented by counsel O’Bryant is now self-represented.
When defects are cured, will recommend the court hold a hearing to admonish Administrator and Administrator’s counsel they must not hold liquid estate assets in the attorney’s attorney-client trust account as no interest will accrue to benefit the estate. See PrC section 9652.

Appearance by Administrator and Administrator’s counsel mandatory (by VCourt if preferred).

PR-25-000039 ESTATE OF CALI WARFA, AKA CALI M. WARFA
Inventory Review Hearing:
Final Inventory and Appraisal is on file; reflects there are no assets in the estate. Per the petition for probate, the petitioner originally estimated that there was at least one asset consisting of real property.
Recommend court direct the personal representative to file a PrC§12200 Status Report no later than twelve months after the issuance of letters, purs. to statute, and to specifically explain the status of marshaling California assets.
Recommend court set Account Review Hearing 06/15/27 purs. to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-25-000081 ESTATE OF PAMELA JOAN BARNUM, AKA PAMELA J. BARNUM
Inventory Review Hearing continued from 06/09/26:
Prior Notes remain:
Letters issued 12/05/25. Inventory and Appraisal due 04/06/26. Final Inventory and Appraisal not on file.
+    Personal Representative’s counsel filed a document on demand captioned “Third Status Report of Administration; First and Final Account and Report of the Administrative Activities of Michael Deblois Barnum Sr., Deceased Executor; only a $200.00 filing fee was paid instead of a $435 filing fee (for an accounting); the pleading was set on calendar 10/29/26 as though the pleading were a 12200 Status Report and not an accounting (as there were no available hearing slots that day for an accounting). 
Appearance by Personal Representative and counsel mandatory (by VCourt if preferred).

PR-25-000197 ESTATE OF GILBERT CHARLES LONG
Hearing on Order to Show Cause issued 06/23/26 to Executor:
•    To appear and show cause why court should not suspend or remove the Executor from office, and/or impose surcharge for failure to appear on 06/23/26 and for failure to file the Inventory and Appraisal as ordered.

Inventory Review Hearing continued from 02/18/26, 06/23/26:
Nothing filed since previous hearing. 
Letters were issued 02/11/26. Final Inventory and Appraisal was due 06/11/26 and is not on file. See Local Rule 8.41 B, Probate Code section 8800 et seq.
Consider visiting the California Courts Self Help “inventory” page at
https://selfhelp.courts.ca.gov/probate/inventory-estimate-value and downloading forms from https://www.courts.ca.gov/forms.htm and please review your responsibilities in the Duties and Liabilities, Form DE-147, you signed and filed.

Appearance by Executor (self-represented) mandatory (by VCourt if preferred).

PR-25-000410 ESTATE OF LINDA MCMILLEN, AKA LINDA FAY MCMILLEN
Account Review Hearing:
Final Inventory and Appraisal is on file.
A PrC§12200 Status Report of Administration was due four months ago. See Local Rule 8.82.
Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 60 days if estate is not in a position to be closed.
Recommend continuance to 02/03/27 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-25-000841 ESTATE OF DANIEL R. HUTSELL, AKA DANIEL RICHARD HUTSELL
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 06/08/27 purs. to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-25-000955 ESTATE OF MERRY C. ROCHE, AKA MERRY CAROL ROCHE
Hearing on Petition to Establish Estate’s Claim of Ownership to Property, and for Order Directing its Transfer to Estate continued from 01/08/26, 04/16/26, 06/23/26:
Nothing has been filed to comply with the court’s prior orders.
At the hearing on 04/16/26, the court ordered petitioner to address the legal relationship between petitioner and decedent, petitioner’s own trust, jurisdiction, venue, and standing. The more particular explanation of the defects were detailed in the prior notes:
• Petition does not address jurisdiction or venue. See PrC§17005.
• Petition does not assert petitioner’s standing to bring this action. See PrC§850.
      o    Please provide points and authorities regarding petitioner’s authority, as the decedent’s surviving (or former, see note below) spouse, to effectuate a transfer of the asset as prayed for, if the court were to grant the petition. Petitioner is not the personal representative of the decedent’s estate and there appears to be no (other) appropriate transferee.
      o    Please file a verified supplement clarifying the petitioner’s legal relationship to the decedent at the time of her passing, as the Objector has alleged that the petitioner and decedent were divorced; the petition portrays the decedent’s estate plan as that of a wife intending to give all of her property to her husband (paragraph 3.l); and the decedent’s will describes the petitioner as her former spouse. If a Judgment of Dissolution was entered after the will was executed, please review PrC§6122.
• Petitioner has filed a verified Declaration which included an allegation that he neither has recollection of the existence of any trust created by the decedent, nor of having discussed the creation, execution, or terms of such a trust with her. Please consider preparing a verified Supplement to address the verbiage in Exhibit A’s Deed that indicates that petitioner created his own Trust on the same date as decedent’s (non-existent) Trust. Did petitioner create a Trust? Was his Trust executed on or around the date as described in the Deed? Who prepared his Trust for him? Was it acknowledged by a notary? 
Objection filed – 12/31/25, by S. Vegas. 

If no one appears, case will be dismissed for lack of jurisdiction and standing, purs. to the court’s order on 06/23/26

No appearance required (by VCourt if preferred).

PR-26-000022 ESTATE OF MERRY C. ROCHE, AKA MERRY CAROL ROCHE
3.   Hearing on Petition for Contest of Appointment of Personal Representative (filed 04/24/26 by Sheree Vegas) continued from 07/14/26:
    Nothing filed since previous hearing. Prior Note remains:
•    Notice of Hearing not on file at time of review.

2.   Hearing on Petition for Letters of Administration (filed by Sheree Vegas) continued from 07/08/26:
    Nothing filed since previous hearing. Prior Notes remain:
•    Will is not self-proving.  Proof of Subscribing Witness not on file.
•    Caption box and item 2b indicates decedent died intestate; however, a copy of the Will is attached to the petition and alleged on item 3(f)(2). An Amended Petition appears required purs. to California Rules of Court rule 7.3. See also CRC rule 7.53.
•    Item 5b was left blank (existence of stepchild or foster child who would have been adopted but for a legal barrier).
•    Affidavit of Publication not on file.

1.    Hearing on Petition for Probate of Will and for Letters Testamentary (filed by William J. Roche) continued from 02/18/26, 06/23/26:
Nothing filed since previous hearing. Prior Notes remain:
•    Will is not self-proving.  Proof of Subscribing Witness not on file.

Response and Objection filed - 05/01/26 (by Sheree Vegas).
Opposition filed - 05/01/26 (by Judith Brown)  
Opposition filed - 05/01/26 (by Adam Maisel)  
Opposition filed - 05/01/26 (by Mike Maisel)    
Opposition filed - 05/01/26 (by James Maisel) 
Opposition filed - 05/01/26 (by Rick Freeman) 
The Court file reflects the filing fees for the oppositions have been paid.

Recommend court set deadline for notice to be perfected or petitions filed by Sheree Vegas may be dismissed.
Recommend court instruct will proponents to work to prove up the will. See Judicial Council Form DE-131, PrC§§8220, 8221.

Appearance by counsel for competing petitioners, and self-represented objectors Judith Brown, Adam Maisel, Mike Maisel, James Maisel, and Rick Freeman, required. Anyone appearing at this hearing may do so either in person or remotely, by telephone, using VCourt.

PR-26-000123 ESTATE OF BRUCE ALLEN BROWN, AKA BRUCE A. BROWN
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
A Petition for Final Distribution has been filed and set for hearing 10/15/26.
Hearing of 10/15/26 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-26-000135 ESTATE OF PAULINA ROCHA
Inventory Review Hearing:
Final Inventory and Appraisal on file; attachment(s) identify one asset only: the anticipated distribution of cash from another decedent’s estate (San Joaquin County). The asset was appraised by the personal representative.
•    A Corrected Inventory and Appraisal appears required: please see Probate Referee Guide and PrC§§8900 et seq.; a future probate distribution from another estate is appraised by the Probate Referee, not by the personal representative.
•    Receipt showing deposit of funds into blocked account not on file.
Recommend court direct the personal representative to file a PrC§12200 Status Report no later than twelve months after the issuance of letters, purs. to statute, and to specifically explain the status of marshaling California assets.
Recommend court set Account Review Hearing 04/21/27 purs. to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-26-000144 LUKE DEMOTT, AKA LUKE DANIEL DEMOTT
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 05/27/27 purs. to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-25-000212 ESTATE OF TAMMY SUE CICCONE
Hearing on PrC§12200 Status Report of Administration:
•    Notice of Hearing not yet on file; a proof of service is not sufficient (see PrC§12201).
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 10/30/26 to allow time for notice.
Recommend court vacate Account Review Hearing of 01/05/27.
Appearance not required (by VCourt if preferred).

PR-25-000299 ESTATE OF GARY JACKSON     
Hearing on Motion to be Relieved as Counsel:
SEE TENTATIVE RULING, to be posted day prior to hearing at 
https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/… 

PR-25-000932 ESTATE OF EMILY THERESA HARRIS SIMON
Hearing on Amended (file-marked 09/08/26) First and Final Account, Petition for Final Distribution, Allowance of Statutory and Extraordinary Attorney’s Fees, Reimbursement of Costs, Request for Reserve, and Extinguishment of Bond:
Recommend court vacate Account Review Hearing of 12/17/26.
Request for extraordinary compensation submitted to court for determination.
Appearance by counsel required (by VCourt if preferred).
 

PR-25-001178 ESTATE OF ARCHIE LANE, AKA ARCHIE C. LANE
Hearing on First and Final Account and Report of Administrator with Will Annexed and Petition for Settlement Thereof; for Allowance of Statutory Compensation; for Reimbursement of Costs; for Allowance of Compensation to Attorneys for Extraordinary Services; for Retaining a Reserve; for Entitlement of Distribution; and for Final Distribution:
•    Please provide a Schedule of (proposed) Distribution as required in all accountings. See Local Rule 8.83 M and PrC§1063(f).
•    Photocopies, postage, and shipping are considered costs of doing business and are not reimbursable as administrative costs. Please update the request for reimbursement of costs. See CRC rule 7.3.
•    Declaration of counsel in support of extraordinary fees appears to contain a typographical error: is the proposed paralegal ex. fee total $4,687.50 or $4,867.50? See line 25 on page 6 and last page of the attached timesheet.
Once above notes are cured, will submit to court’s determination: counsel’s request for more “statutory” compensation than statute permits, in addition to her separate request for extraordinary fees for counsel, paralegal, and administrative assistant; and request for extraordinary compensation. The following notes will be left for court to determine, and do not necessarily require more work by the personal representative or counsel.
•    Work by an administrative assistant is not subject to CRC rules 7.702 and 7.703 (extraordinary fees for work by paralegal).
•    Paralegal’s hourly rates (for extraordinary compensation) exceed this county’s norms by more than $100.00.
Recommend continuance to 11/06/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-26-000784 MATTER OF O.G. MAYO REVOCABLE LIVING TRUST
Hearing on Petition for Instructions, Appointment of First Successor Trustee and Second Successor Trustee, Establish Trustee’s Powers, and Ascertain Trust Beneficiary:
More time is needed for review.
Recommend continuance to 10/28/26 to allow time for review.
Appearance not required (by VCourt if preferred).

PR-26-000882 ESTATE OF CORA ANN KLEIN, AKA CORA A. KLEIN
Hearing on Petition to Determine Succession to Primary Residence:
If no one appears to object, recommend court find notice complete and approve the petition.
Appearance not required (by VCourt if preferred).

PR-26-000884 ESTATE OF ROBERT RAY CARRILLO
Hearing on Petition to Determine Succession to Primary Residence:
If no one appears to object, recommend court find notice complete and approve the petition.
Appearance not required (by VCourt if preferred).

PR-26-000896 ESTATE OF LIAN JIE MEI
Hearing on Amended (file-marked 08/31/26) Petition for Letters of Administration:
Bond waivers on file for all intestate heirs.
Recommend approval of petition.  
Recommend Inventory Review Hearing 04/07/27 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).
 

PR-26-000897 ESTATE OF KENNETH DAVID EBERWEIN
Hearing on Spousal Property Petition:
Did the petitioner record the 2002 Spousal Property Order in case 318908? If so, please file a copy of the recorded deed attached to a verified pleading. See CRC rules 7.3 and 7.53. Please also attach a copy of the prior recorded deed showing chain of title back to the time the petitioner and her late spouse acquired title.
Recommend continuance to 11/03/26 to allow time to file above.
Appearance not required (by VCourt if preferred).

PR-26-000907 ESTATE OF ROSE LOTTE DRIGGS
Hearing on Amended Petition (file-marked 09/28/26) for Letters of Administration:
Notes have been cured.
Republication is necessary pursuant to CRC 7.53(a) as an Amended Petition was filed.
A new Notice of Petition to Administer Estate is necessary pursuant to CRC 7.53(a) as an Amended Petition was filed.
Recommend continuance to 11/05/26 to allow time to perfect notice.
Appearance not required (by VCourt if preferred).

WEDNESDAY, SEPTEMBER 30, 2026
Department 22
8:30 a.m.

33869 ESTATE OF RUDY BONZI
Account Review Hearing:
On 10/30/25, the court directed the personal representative to file a Status Report (not a PrC§12200 Status Report) ten (10) days prior to this hearing. Status Report filed 09/28/26, with proof of service.
Recommend continuance to 09/30/27, with direction that counsel is to prepare and serve a new Status Report ten days prior to the next hearing.
Appearance not required (by VCourt if preferred).

429809 ESTATE OF MARY ANN BONZI
Status Review Hearing continued from 06/30/21, 12/02/21, 07/06/22, 09/20/22, 09/20/23, 09/24/24, 09/23/25:
Status Report filed 09/02/26, with proof of service.
Recommend continuance to 09/30/27, with direction that counsel is to prepare and serve a new Status Report ten days prior to the next hearing.
Appearance not required (by VCourt if preferred).

PR-19-000278 ESTATE OF KARILYN LOUISE READSHAW
Account Review Hearing continued from 05/20/26:
•    Neither Petition for Final Distribution nor PrC§12200 Status Report are on file at the time of review.  See Local Rule 8.82. 
Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 90 days if estate is not in a position to be closed.
Recommend continuance to 02/09/27 to allow time for filing of above pleadings. 
If neither pleading is on file by the next hearing date, the court may issue an order to show cause for personal representative to appear pursuant to PrC§12202.
Appearance not required (by VCourt if preferred).

PR-22-000750 ESTATE OF WENDY D. MAYHUE, AKA WENDY DANELLE MAYHUE, WENDY DONELL MAYHUE
(1)    Account Review Hearing:
•    Neither Petition for Final Distribution nor PrC§12200 Status Report are on file at the time of review.  See Local Rule 8.82. 

(2)    Hearing on Petition to Compel Account PrC §10950 (filed by Stuart Jones):
•    Notice does not appear complete. See California Rules of Court rule 7.51(b) and Probate Code section 1214.
Request for Judicial Notice (file-marked 08/26/26) will be submitted to court for determination once defect has been cured.
Recommend continuance of both hearings to 11/04/26 to allow time to perfect notice.
Appearance not required (by VCourt if preferred).
 

PR-23-000753 ESTATE OF BETTY JEAN WHITTLES
Hearing on Petition for Final Distribution and Discharge of Administrator continued from 06/11/26, 06/16/26:
On 06/16/26, the court directed Administrator to file either a verified Supplement or Amendment to the Petition with a copy attached of the most recent recorded deed showing how current title is held. Not on file.
Prior Notes remain:
• This appears to be a Petition pursuant to Probate Code section 12251 for termination of proceedings and discharge; petitioner alleges that the only asset inventoried is not subject to administration as it was held in joint tenancy with “others”. Petition paragraph 8 contains the allegation that the decedent held the property in joint tenancy with others. Need most recent recorded deed showing how current title is held.
• Please include a schedule of creditor claims pursuant to California Rules of Court rule 7.403; see Creditor’s Claim file-marked 09/05/23.
• Proposed Order contains an “acknowledgement” by the court of the Assignment of Interest signed by the heir; since the Assignment is actually part of related case PR-23-000755, and the administrator has alleged no part of this estate is subject to administration, it does not appear appropriate for the court to make any finding or order regarding the Assignment in the related case. 
Appearance by administrator (self-represented) mandatory (by VCourt if preferred).

PR-23-000754 ESTATE OF RICHARD ALLEN WHITTLES
Hearing on Petition for Final Distribution and Discharge of Administrator continued from 06/16/26: 
On 06/16/26, the court directed Administrator to file either a verified Supplement or Amendment to the Petition with a copy attached of the most recent recorded deed showing how current title is held. Not on file
Prior Notes remain:
• This appears to be a Petition pursuant to Probate Code section 12251 for termination of proceedings and discharge; petitioner alleges that the only asset inventoried is not subject to administration as it was held in joint tenancy with “others”. Petition paragraph 8 contains the allegation that the decedent held the property in joint tenancy with others. Need most recent recorded deed showing how current title is held.
• Proposed Order contains an “acknowledgement” by the court of the Assignment of Interest signed by the heir; since the Assignment is actually part of related case PR-23-000755, and the administrator has alleged no part of this estate is subject to administration, it does not appear appropriate for the court to make any finding or order regarding the Assignment in the related case. 
Appearance by administrator (self-represented) mandatory (by VCourt if preferred).

PR-23-000755 ESTATE OF THOMAS RAY WHITTLES
Hearing on Petition for Final Distribution and Discharge of Administrator continued from 06/16/26:
On 06/16/26, the court ordered the administrator to prepare and file an Amended “Report of Administration on Waiver of Account and Petition for Final Distribution” pursuant to Probate Code section 10954(c) and Local Rules 8.69 and 8.83. Not on file
Prior Notes remain:
This petition is worded nearly identically to the other petitions in related cases PR-23-000753, and PR-23-000754, however this estate does have property subject to the court’s administration, and thus it is premature for the administrator to be discharged or for probate of this estate to be terminated. 
• The “Report of Administration on Waiver of Account and Petition for Final Distribution” must include the following, which were omitted from the present petition:
      o    All statements required by Probate Code section 1064(a).
      o    All allegations required by Local Rules 8.69 and 8.83; please note that even if the administrator is not seeking reimbursement, he must provide a list of all administrative costs (including filing fees, publication costs, Probate Referee’s fees, etc.).
• The prayer must state the specific distribution sought (identify the specific property including street address, APN, and legal description, and the percentage of the asset to be distributed to whom).
• Proposed Order: many changes are necessary based on the notes above, but also, for your information, it is not correct for the proposed order to state the court “acknowledges” or “recognizes” something that has been alleged as fact under penalty of perjury. 
Appearance by administrator (self-represented) mandatory (by VCourt if preferred).

PR-25-000593 ESTATE OF KELSY JEE HEE RAMOS, AKA KELSY RAMOS, KELSY JEE RAMOS, KELSY J. RAMOS
Account Review Hearing:
A PrC§12200 Status Report of Administration has been filed and set for hearing 10/14/26.
Hearing of 10/14/26 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-26-000001 ESTATE OF DOLORES MARIE CORLEY
Hearing on Amended Petition (file-marked 05/26/26) for Letters of Administration continued from 02/18/26, 06/23/26:
Nothing filed since previous hearing. Prior Notes remain:

Defects in the amended petition filed 05/26/26:
• Heading of petition page 1 omitted box in checkmark “Authorization to Administer Under the Independent Administration of Estates Act”.
• Item 5a(2)(a) or (b) was not completed (reason why decedent was not survived by a spouse, i.e. either the decedent was never married or was divorced, or the decedent’s spouse died before the decedent).
• Item 8 omitted the relationships all those listed had with the decedent.

Defects in the file, as explained by the court on 06/23/26:
• Republication is necessary pursuant to CRC 7.53(a) as an Amended Petition was filed.
      o    For petitioner’s information, the Affidavit of publication file-marked 06/08/26 contained the following defects:
                +    The left-hand margin of the document is cut off, leaving much of the document illegible.
                +    The notice published did not include petitioner’s request for authority under the Independent Administration of Estates Act.
• 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. Submitted to court for determination.
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-26-000028 ESTATE OF GILBERTO L. ARANGO RESTREPO
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 06/30/27 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-26-000356 HEILMAN FAMILY TRUST U/D/T MARCH 6, 1992 
(1)    Hearing on Petition for (1) Removal of Trustee; (2) Suspension of Trustee Powers; (3) Invalidation of First Amendment; (4) Invalidation of Installment Land Contract; (5) Breach of Fiduciary Duty; (6) Surcharge; (7) Full Accounting; (8) Appointment of Successor Trustee; (9) Constructive Trust; (10) Attorney Fees and Costs (filed by John Heilman, Patrick R. Heilman, and Therese Gill) continued from 05/20/26, 06/16/26:
Objection filed – 04/21/26 (by Theodore Heilman, successor trustee) 
Supplement to Objection filed – 05/26/26 
Second Supplement to Objection filed – 06/09/26
Prior defects cured. One note remains:
•    It appears necessary that the court set a bond pursuant to PrC§15602(a)(3); however, neither paragraph 5 of the petition nor supplement alleged the amount of bond that would be appropriate. Petitioners’ Second Verified Supplement (file marked 06/11/26) regarding bond issue submitted to Judge for determination.

(2)    Hearing on Petition: for Order Establishing Trust’s Claim to Property; for Order Directing Transfer; for Double Damages; for Attorney’s Fees and Costs; for Constructive Trust (filed by Theodore Heilman) continued from 06/16/26:
Objection filed – 06/12/26, by John Heilman, Patrick R. Heilman, and Therese Gill.
Objection filed – 06/12/26 (John Heilman, Patrick R. Heilman, Therese Gill)
Need status of meet and confer.
Hearing required.
Appearances by counsel and counsel for objector required (by VCourt if preferred).

PR-26-000473 MATTER OF REVOCABLE TRUST AGREEMENT OF GARY R. VANCE AND MAUREEN ELIZABETH VANCE
Hearing on Petition for Order to Determine Title to Personal Property continued from 06/23/26:
The Probate Examiner cannot determine if notice is complete as the petition did not appear to identify all those entitled to notice; see Note below.
Objection filed – 09/21/26, by Bonnie Vance. Objection argues notice is inadequate and identifies other persons and entities entitled to notice.

Nothing filed by the petitioner since the last hearing cured these Prior Notes, which remain:
Informational note from Probate Examiner, not a defect:
A pour-over will does not prove that the testator intended an asset to belong to the Trust during testator’s life, as a pour-over will, as in the nature of all wills, only reflects testator’s plan for his or her estate after death. The probate court considers a pour-over will as evidence of the absence of an alternate plan for the specific property; in other words, a pour-over will shows the court that the decedent did not devise the specific property elsewhere, it does not serve as evidence that a trustor intended his or her property to belong to a Trust during his or her life. 
•    Exhibit 6 is described by petitioner as a pour-over will. That does not appear correct, as the attached will named the petitioner as an individual as sole devisee of the entirety of the testator’s estate, and named the Trust as contingent devisee only if the petitioner were not living at the time of testator’s death.
•    It doesn’t appear that the decedent’s will was lodged with the clerk of this county. Was it lodged in a different court? If not, where is the original will?
•    Petition paragraph VI alleges that this county is the proper venue based on the “corporation principal place of administration”; please clarify where the Trustee resides (“principal place of administration of the trust”). See PrC§17005(a)(1).
•    Exhibit 1: “Schedule ‘A’” of the Restated Trust was not included; the Restated Trust identifies Schedule A as a list of all assets to be made part of the Trust.
•    The petition does not identify other potential persons entitled to notice:
              o    the decedent’s intestate heirs.
              o    statement if probate proceedings have commenced in any other jurisdiction.
              o    surviving co-owners of the asset and/or officers who may be shareholders.
•    Neither the petition nor prayer appear sufficiently specific as to the decedent’s particular interest in the personal property. Can petitioner identify the number/class of decedent’s shares or specify the interest in some other way?
•    How did the decedent’s partnership interests convert into specific corporate shares upon incorporation? Did the decedent receive stock? Were there any later transfers?
•    The prayer seeks confirmation of “all [decedent’s] rights… dividends, voting rights”; is petitioner aware of any transfer restrictions in the bylaws or articles of incorporation?
•    The petition does not appear to offer an argument, or any proof in support thereof (other than the allegation that the decedent’s will is a pour-over will), that the decedent/trustor intended, prior to his death, to include the personal property in his Trust. It does not appear that petitioner has shown that the Trustee has a claim to the at-issue property purs. to PrC§850.
•    Proposed Order does not agree entirely: paragraphs 2 and 3 on page 2 of the order are phrased as though the entire corporation belonged to the decedent and is ordered confirmed as an asset of the Trust and transferred to the Trustee; the prayer sought confirmation of only decedent’s interest in the corporation.

Appearance by counsel required (by VCourt if preferred).

PR-23-001293 ESTATE OF FRANK LANCE COHEN
Hearing on PrC§12200 Status Report of Administration:
Notice appears complete.

This the Third PrC§12200 Status Report of Administration filed by the personal representative, but the first for which proof of notice of hearing was filed. All three reports were filed earlier than required by statute and Local Rule 8.82; this type of Report is first due twelve months after Letters are issued. Report paragraph 1 indicates that the Report was intentionally filed early because the PR was directed to file one and because the PR believes “the court and interested parties would benefit from knowing what is going on in these cases”. Paragraph 5 reflects PR’s intention to “augment this status report with another status report if he becomes aware of any new information”. 

Filing three Status Reports over the span of two months does not appear to be a judicious use of the court’s time. Up to now, court costs have been waived, as the personal representative is not authorized to take possession or control of any estate asset or cash. Each Status Report incurs a filing cost of $200.00.

Recommend the court allow the estate to remain open and instruct the personal representative of the purpose and frequency of PrC§12200 Status Reports. 
Recommend court admonish the personal representative that once the estate has been funded, all previously-waived filing costs will have to be paid as costs of administration have the greatest priority of expenses in probate, including fees for PrC§12200 Status Reports that were dropped for lack of notice.

Appearance by counsel required (by VCourt if preferred).

PR-25-000803 ESTATE OF MARY KATHLEEN WARD, AKA KATHIE WARD
Hearing on Petition for First and Final Report of Administration Upon Waiver of Accounting; for Allowance of Statutory Attorney’s Fees; and for Final Distribution Pursuant to Distribution Agreement:
Please be aware in future Notes that paragraph 7 the Report does not appear sufficiently detailed pursuant to PrC§9202(b) (knowledge of personal representative or estate attorney).
• The personal representative filed a Partial No. 1 Inventory and Appraisal and then later A Final Inventory and Appraisal; the same assets and appraisal values were listed on both. A Partial and Final Inventory and Appraisal are read together; they do not replace each other. Please address this in Report paragraph 8. See CRC rules 7.3 and 7.53.
• Please provide copies of supporting documentation (receipts, invoices noted as paid, or, as a last resort, copies of financial account statements with all but the last four digits of the account number redacted pursuant to rule of court) regarding the requests for reimbursement of personal representative and her relative will (Exhibits B and C). 
      o    Funeral expenses were included. Funeral expenses would appear to fall under PrC§9000 (creditor’s claims), and pursuant to PrC9252, Administrator’s creditor’s claim was not submitted to the court for allowance or rejection. This may still be approved by the court; see Local Rule 8.67.
• Please be more specific as to the proposed distribution (see LR 8.83 M and CRC rule 7.651): What is the cash on hand for distribution after payment of compensation, costs, and reimbursement? What is the amount of cash that will be distribution to Theresa and to Jennifer?
      o    Proposed Order must also be more specific as to distribution of cash to Theresa and Jennifer.
Recommend continuance to 11/04/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-25-000836 ESTATE OF ALLEN MITCHELL JACKSON, AKA ALLEN M. JACKSON
Hearing on First and Final Report of Administrator on Waiver of Account and Petition for Allowance of Compensation to Attorney for Ordinary Services and for Final Distribution:
•    The Court file reflects a Notice of Lien was filed by the Department of Child Support Services against the distributive share of Zachary Jackson.  A receipt for payment of the lien is on file. Need Satisfaction/Withdrawal of Lien to provide proof that DCSS has released its claim.
•    Need new order. 
    o    Paragraph 14 reflects no requests for special notice have been filed. A Request has been filed by DCSS.
    o    Paragraph 4, Page 6 omitted legal description.
Need status of lien.
Appearance by counsel required (by VCourt if preferred).
 

PR-26-000787 MATTER OF JAMES G. HORNER AND DIANE G. HORNER REVOCABLE TRUST
Hearing on Petition for Removal of Trustee:
Notice appears complete.
Appearance required (by VCourt if preferred).

PR-26-000889 ESTATE OF BILLY RICHARD WALDO
Hearing on Spousal Property Petition:
•    Will is not self-proving per Local Rule 8.23.  Proof of Subscribing Witness (Form DE-131) not on file.
•    A copy of a recorded deed was filed separately with a cover page, not attached to any verified pleading.
Recommend continuance to 11/13/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-26-000914 ESTATE OF CHRISTIE S. LEE
(1)    Hearing on Petition for Letters of Administration:
Bond waivers on file for all intestate heirs.
Recommend approval of petition.  
Recommend Inventory Review Hearing 04/07/27 pursuant to Local Rule 8.41 B.

(2)    Hearing on Petition for Appointment of Practice Administrator (PrC §9764):
Notice appears complete.
Bond request in the amount of $102,737.22 appears appropriate based on the value alleged in the petition and supplement.
Recommend approval of petition as supplemented.
Appearance not required (by VCourt if preferred)

PR-26-000915 ESTATE OF ANTHONY WAYNE ABERNATHY
Hearing on Petition for Letters of Administration:
•    It is unclear based on the petition alone if the adopted child of decedent’s relationship with their natural parents was severed purs. to PrC§6451; due to this issue, the Probate Examiner cannot determine if bond waivers are on file from all intestate heirs. Please supplement the petition purs. to CRC rule 7.3 to provide additional information: Did decedent and the adopted child live together as parent and child at any time, or did decedent and the adopted child’s other natural parent cohabitate at the time of conception and pass away before the adopted child’s birth? See PrC§6451(a)(1). Did the adoption occur after the death of either of the natural parents? See PrC§6451(a)(2). If available, the Law Revision Commission Comments for the Probate Code section are extremely helpful.
•    Once the above Note is cured, issue of bond will be submitted to court for determination, as bond waivers are on file from the other two intestate heirs, but the proposed personal representative resides out of state. Please be prepared at that time to inform the court of the existence of any known California creditors or liabilities or file a verified Declaration providing that information in advance.
Recommend continuance to 11/20/26 to allow time for filing of supplement.
Appearance not required (by VCourt if preferred).
 

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

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

PR-22-000843 ESTATE OF JAMES ARNOLD PAIONI, AKA JAMES A. PAIONI, JIM A. PAIONI
Inventory Review Hearing continued from 01/08/26, 02/27/26, 06/24/26:
Final Inventory and Appraisal on file.
•    Inventory and Appraisal omits characterization of decedent’s property [PrC§8850(c)]. This information will be needed prior to the closing of the estate.
Recommend Account Review Hearing 04/07/27 pursuant to Local Rule 8.82.

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

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

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

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

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

Opposition filed – 03/07/25, by Steven Switzer. The Opposition includes request for “instruction from the Court” that would appoint of Objector as the successor Trustee of the “Carol C. Smith Special Needs Trust” and modify the terms of the SNT after the deaths of the Trustor and sole Trust beneficiary. Objector filed a Supplement on 05/02/25.  
Memorandum of Points and Authorities on file – 07/31/25 by Objector (untimely, deadline 07/28/25 close of business); 08/29/25 by Petitioner (timely, deadline 08/29/25 close of business).
Request for Judicial Notice filed by Petitioner – 08/29/25.
Recommend continuance to 10/28/26, to coincide with hearing on Petition for Order Approving Settlement Agreement.

Appearance not required (by VCourt if preferred).

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

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

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

(2)    Hearing on Petition for Removal of Trustee, Appointment of Successor Trustee and Related Relief (filed by Anthony Pulliam) continued from 06/18/26:
Nothing filed since last hearing. Prior note remains:
•    Petition does not appear to allege that venue is proper in this county (PrC§17005).
•    Body of petition omitted the legal description and assessor’s parcel number for the real property.
•    Body of Petition omitted the names and mailing addresses of those entitled to notice (PrC§17201).
•    Copy of the Trust was not attached to the petition.
•    Petition is not verified (See California Rule of Court 7.103, California Code of Civil Procedure sections 2015.5, 446).
•    Petition seeks to remove trustee but did not identify and seek confirmation of the named successor under the trust.
•    It appears necessary that the court set a bond pursuant to PrC§15602(a)(3), however petition did not request a bond nor did it allege the amount of bond that would be appropriate.
•    Notice of Hearing (Form DE-120) not on file.  See PC§17203(a) for notice requirements in trust proceedings.
•    Need order.
Hearing Required.
Appearances required (by VCourt if preferred).

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

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

(2)    Hearing on Petition for Letters of Administration continued from 04/28/26, 06/24/26:
Response to Calendar Notes cured some defects. Prior notes remain:
•    Waivers of bond [Form DE-142/DE-111(A-3e)] not on file for all intestate heirs (see Probate Code section 6401). Bond may be required. Maximum bond would be $404,000.00.
•    Petition item 8 omitted the name and date of death of decedent’s predeceased spouse.
•    Form DE-121 Notice of Petition to Administer Estate not on file.
•    Affidavit of publication not on file. See Local Rule 8.12.
Appearance by counsel required (by VCourt if preferred).

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

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

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

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

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

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

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

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

PR-24-000760 ESTATE OF CHRISTINE RITA PENNACHIO
Hearing on Report of Administration; Petition for Final Distribution; for Order on First and Final Account; for Approval of Statutory Personal Representative’s Fees; for Approval of Statutory Attorneys’ Fees; for Approval of Guardian ad Litem Fees:
Recommend approval of petition as supplemented.
Recommend Discharge Review Hearing 04/29/27 pursuant to Local Rule 8.92.
Need Order to Deposit Funds into Blocked Account, Form MC-355.
Appearance not required (by VCourt if preferred).
 

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

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

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

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

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

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

PR-25-000283 ESTATE OF MARY ANN MORSE
Hearing on First and Final Report of Administrator, Request for Approval of Administrator’s Expenses Reimbursement, and Petition for Final Distribution on Waiver of Account continued from 08/26/26:
Prior Notes have been cured.
Recommend continuance to 10/02/26 to allow time to cure defect.
Appearance not required (by VCourt if preferred).

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

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