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.

FRIDAY, JANUARY 9, 2026

Department 22
8:30 a.m.

PR-19-001263 ESTATE OF MELVIN ALLEN, SR.
Hearing on First Account Current; Status of Administration; for Partial Allowance of Attorney’s Fees continued from 07/10/25, 08/28/25, 10/17/25, 11/21/25:
Prior Note was cured by the filing of a Notice of Hearing at 4:42p.m. the night before the previous hearing. Please see Local Rule 8.02.
Recommend approval of First Account Current.
Need new proposed Order; proposed Order submitted 05/08/25:
•    Did not include the Request for Special Notice filed 01/23/20 by M. Allen in paragraph 7 on page 3.
•    Includes an order (item 7 on page 5) which is not an order the court will make.
Recommend court confirm Account Review Hearing of 05/20/26 when a PrC§12200 Status Report is due from the Special Administrator.
Appearance not required (by VCourt if preferred).

PR-22-000327 ESTATE OF WILLIAM CARL SILVA
Hearing on First and Final Report of Administrators on Waiver of Account; Petition for Final Distribution; Allowance of Compensation to Attorney for Ordinary Services continued from 08/20/25, 10/10/25:
Prior Notes have been cured. Updated Note:
• One of the two heirs passed away after the petition was filed; prior to his death he executed an Assignment of Interest. Recommend court require the personal representative to file a verified supplement describing that heir’s estate plan and identifying his beneficiaries or intestate heirs, and recommend court direct the personal representative to give notice of hearing, as well as serving a copy of the future supplement as well as the supplement file-marked 10/23/25, to those individuals. See PrC§11601.
      o    The Supplement file-marked 01/05/26 does not appear to cure this note. A Trust alone is not an estate plan. Who are Steven Silva’s intestate heirs, and did Steven Silva leave a will?
Recommend continuance to 01/30/26 to allow time to address Note.
Appearance not required (by VCourt if preferred).

PR-22-000686 MATTER OF OZBIRN FAMILY 1993 TRUST
Hearing on Court’s Motion to Dismiss set per minute order dated 10/13/25:
Settlement not on file. 
Appearance by counsel required (by VCourt if preferred).

PR-23-000764 ESTATE OF KENNETH CAPERTON
Hearing on First and Final Account and Report of Administrator; Petition for Allowance of Statutory Fees to Attorney for Ordinary Services; and Petition for Order of Final Distribution of Estate continued from 08/13/25, 10/29/25:
Prior defects cured and previously waived court filing fees have been paid.
Recommend approval of petition.
Recommend Discharge Review Hearing 07/30/26 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
 

PR-23-001187 ESTATE OF FRANK T. FUSCO, AKA FRANK TOM FUSCO, FRANK TOMMY FUSCO
Hearing on Petition for Preliminary Distribution continued from 11/06/25:
Prior Note has been cured. Notice appears complete.
If no one appears to object, recommend approval of petition.
Need proposed Order.
Recommend court confirm Account Review Hearing of 05/20/26.
Appearance not required (by VCourt if preferred).

PR-24-000249 ESTATE OF JOHN ROBERT DALEY
Hearing on First and Final Account and Report of Administrator and Petition for its Settlement on Waiver of Account, Allowance of Statutory Fees and Costs and for Final Distribution continued from 08/26/25, 11/07/25:
Prior Notes have been cured.
Recommend approval of Account and Petition as supplemented.
Recommend court strike paragraph 6 on page 4 of the proposed Order before signing.
Recommend Discharge Review Hearing 07/30/26 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-24-001121 MATTER OF MARIA A. GONZALEZ 2016 IRREVOCABLE TRUST
(2) Hearing on Order to Show Cause issued 11/14/25 to respondent’s counsel:
To appear and show cause why sanctions should not be imposed for failing to appear on 11/14/25.

(1) Hearing on Petition to (1) Compel an Account of Trust Assets; (2) to Compel Distribution of Trust Assets continued from 03/05/25, 06/26/25, 11/05/25, 11/14/25:
Objection filed – 06/13/25, by Respondent.
Objection to Accounting filed – 12/23/25, by Petitioner. No accounting has been filed (either a courtesy copy or a petition for court’s approval of the accounting). None was ordered to be filed.
Need status of discovery, possible mediation.

Appearance by counsel for objector mandatory, appearance by petitioner and the former counsel for petitioner required (as the order relieving counsel has not yet taken effect) (by VCourt if preferred).

PR-24-001196 ESTATE OF ASHBINDRA SINGH
Hearing on Spousal Property Petition continued from 12/17/24, 02/07/25, 03/07/25, 07/02/25, 09/19/25:
Nothing filed since last hearing. Prior notes remain.
•    If minors listed under item 9 are living issue of decedent, Guardian ad Litem will be required for acceptance of Notice of Hearing on behalf of minors.
On 03/07/25, the Court indicated if guardian ad litem is filed prior to the next hearing, the Order to Show Cause will discharge. A petition to appoint guardian ad litem was submitted but returned for corrections on 06/05/25 and has not been resubmitted.
Need status of guardian ad litem.
Appearance by counsel required (by VCourt if preferred).

PR-25-000857 ESTATE OF MELODY JEAN BURNS, AKA MELODY J. BURNS, MELODY BURNS
Hearing on Amended Petition (file-marked 11/10/25) for Probate of Will and for Letters Testamentary continued from 09/18/25, 11/14/25:
Prior Notes remain:
•    Republication is necessary pursuant to CRC 7.53(a) as an Amended Petition was filed.
    o    Please note that the original affidavit of publication was defective: omitted the request to admit decedent’s will.
Appearance by counsel required (by VCourt if preferred).

PR-25-001101 MATTER OF MATTHEW EOFF, OR MATTER OF DURABLE POWER OF ATTORNEY OF RUFUS SANTOS, PRINCIPAL
Hearing on Motion to Disqualify Law Firm of Cyril Lawrence Inc as Counsel for Respondent Due to Conflict of Interest:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…

Add-On:
PR-25-001329 ESTATE OF SHERRIE AMBER PEER, AKA SHERRI PEER
Hearing on Ex Parte Petition for Letters of Special Administration continued from 12/24/25, 01/08/26:
Prior Notes remain:
•    Petitioner has not included a “declaration regarding notice” as required by California Rules of Court rule 3.1201(3). 
•    Petition item 8 does not include the relationships between all those listed and the decedent. How are Kalifornia P., Allyson R., Stephanie W., Joyce W., and Noah W. related to the decedent? See Probate Code sections 6401 et seq.
•    The Attachments are not labeled (A through G).
•    Attachment E (“pre-foreclosure status”) is illegible.
•    Attachment F (described in petition as “signed statements of agreement” were signed by three of the eight people listed in petition item 8. Are these all the heirs?  
New Note: Petitioner to bring proof that he qualifies for a bond of $73,500.00 to this hearing.
Appearance by petitioner (self-represented) required (by VCourt if preferred).
 

TUESDAY, JANUARY 13, 2026
Department 22
8:30 a.m.

PR-19-000918 THE MADISON N. BOLING SPECIAL NEEDS TRUST
Account Review Hearing continued from 09/30/25:
Status report file marked 09/12/23 reflects trustee has repaid all funds.
On 09/30/25, the Court directed trustee to file and serve a first and final account within 60 days. First and Final Account and Report of Trustee not on file at time of review.
Recommend court issue Order to Show Cause to trustee to appear and show cause why surcharge should not be imposed, and/or removed, for failure to present Account.
Appearance by trustees and trustee’s counsel mandatory (by VCourt if preferred).

PR-20-000879 ESTATE OF MIGUEL AVILA, SR.
Account Review Hearing:
Neither Petition for Final Distribution nor Fourth 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 60 days if estate is not in a position to be closed.
Recommend continuance to 05/12/26 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-21-000286 ESTATE OF JUDITH AUGUSTA DEROSA, AKA JUDITH A. DEROSA
Hearing on Petition for Letters of Administration (filed by Linda DeRosa) continued from 08/20/25, 10/02/25:
This is a Petition for Appointment of a Successor Administrator following the passing of the former executor.
Objection filed - 08/18/25 (by Jennifer L. DeRosa)
Declaration in support of Objection filed 10/01/25 (by Jennifer L. DeRosa)

Nothing filed since last hearing.  Prior note remains:
•    Notice of Petition to Administer Estate, Form DE-121, not on file.
On 10/02/25, the court indicated that it may dismiss this petition if notice is not perfected by next hearing.

A supplement to petition was filed 09/29/25 addressing the prior defects in the Petition.  
New Note:
•    Petitioner has requested Letters of Administration.  It appears a Will dated 09/28/95 was admitted to probate on 09/07/22 naming petitioner as successor executor; therefore, a petition for Petition for Probate of Will and for Letters Testamentary appears appropriate. In light of this oversight, examiner notes new items on the Petition, Form DE-111, filed 06/25/25, which will need to be addressed:
      o    Caption box is checked for “Letters of Administration” rather than “Petition for Probate of Will and for Letters Testamentary.”
      o    Item 2b(3) is checked “administrator”.  Item 2b(1) incomplete.
      o    Item 3f(2) incomplete.
      o    Copy of the Will was not attached to the petition pursuant to Local Rule 8.24.
      o    Item 8 included second generation heirs but not the deceased ancestor(s) through which they take (please see Local Rule 8.26 E).
          +    A Family Tree may be helpful.
      o    Item 8 must include names as they are written in the Will; AKA’s may be used to identify the correct individuals.
      o    Item 8 must list all those named in Will in any capacity whether or not they are named as beneficiaries under the Will.  See Article II of the Will.
      o    Item 8 identified one individual whose address is unknown. 
          +    All interested parties must be given notice. If any individual is unable to be given notice because their location is unknown, a Declaration must be filed regarding petitioner’s diligent efforts to locate that individual. See Local Rule 8.14 B, California Rules of Court rule 7.52.
See California Rules of Court rules 7.3 and 7.53 regarding the types of forms that may be used to address the above issues.
•    Forms DE-140 and DE-150, Proposed Order and Letters, not yet submitted.

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

PR-21-001379 MATTER OF MARY JESSIE SWANSON REVOCABLE TRUST  
Hearing on First Amended (file-marked 05/19/25) Petition for Damages on Rejected Creditor’s Claim for (1) Intentional Misrepresentation; (2) Breach of Implied Covenant of Good Faith and Fair Dealing; (3) Negligence continued from 03/04/25. 07/15/25: 
On calendar for setting of short-cause hearing as to 1) whether the claim at issue is subject to creditor’s claims procedures; 2) whether the petition at issue should be deemed a civil matter and transferred to the civil department of either this court or Contra Costa County.
Matter was previously continued from 07/15/25 at request of both sides to allow time for settlement efforts, possibly mediation.
As the court ordered, separate status reports are on file. Both sides report a related case in Contra Costa County (where this court was considering transferring this matter). Respondent’s report reflects that there is a Motion pending in Contra Costa regarding consolidation and transfer (of their matter and this matter).
Appearance by counsel required (by VCourt if preferred).

PR-23-001200 ESTATE OF BESSIE MAE PUGH
Account Review Hearing:
On 09/04/25, the court directed the personal representative to file a PrC§12200 Status Report before the next hearing.  
•    Neither Petition for Final Distribution nor PrC§12200 Status Report have been filed by the personal representative. 
Recommend court issue Order to Show Cause to personal representative and personal representative’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 personal representative 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).
Appearance required (by VCourt if preferred).

PR-24-000871 ESTATE OF KENNETH W. HARLAN
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 06/11/26 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-24-001058 ESTATE OF SHONNIA KAY CERVANTES, AKA SHONNIA CERVANTES
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. 
Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 90 days if estate is not in a position to be closed.
Recommend continuance to 05/20/26 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-25-000014 ESTATE OF SALLY ANN BROWN
Inventory Review Hearing:
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. It is expected it will be included in the petition for final distribution.
PrC § 12200 Status Report of Administration has been filed and set for hearing on 02/24/26.
Hearing of 02/24/26 will be confirmed.
Appearance not required (Anyone wishing to appear remotely, may do so by telephone, using VCourt). 

PR-25-000087 ESTATE OF LEO PAUL CICCARELLI, II
Inventory Review Hearing:
Letters issued 07/17/25. Inventory and Appraisal due 11/17/25.
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 counsel required (by VCourt if preferred).

PR-25-000324 ESTATE OF RUDY ALBERTO BURGARA, AKA RUDY BURGARA
Hearing on Petition for Letters of Administration continued from 05/13/25, 09/04/25:
Prior notes cured.
Bond waivers on file for all intestate heirs.
Recommend approval of petition.  
Recommend Inventory Review Hearing 07/21/26 pursuant to Local Rule 8.41 B.
•    Need new order for Probate (Form DE-140) and Letters (Form DE-150).  Caption does not match petition (decedent’s aka was omitted).  Please also ensure the order has correct hearing date.
Appearance not required (by VCourt if preferred).

PR-18-000116 ESTATE OF GUADALUPE A. OROZCO, AKA LUPE OROZCO   
Hearing on Petition for Surcharge and Sanctions Against Samuel Orozco, et al., and Reimbursement to Rebecca Orozco for Estate Attorney Services Paid:
• Notice of Hearing file-marked 01/07/26 reflects notice was defective:
      o    The Proof of Electronic Service attached reflects service (by email) was effected by the petitioner herself and not an uninvolved person over the age of eighteen.
      o    The attachments indicate that the notices were emailed on 01/07/26. Notice appears to be untimely.
      o    Attachment Form EFS-050(P), Attachment to Proof of Electronic Service (Persons Served), was not attached as alleged in item 3c of Form EFS-050 attached to the Notice. Email addresses alone do not inform the court whom was served. The Notice therefore does not reflect which parties were given notice.
      o    Review of the court’s file does not reflect that any of the interested parties or attorneys in this matter have consented to electronic service of notices by filing Form EFS-005, Consent to Electronic Service. See PrC§1215.
• Please provide additional supporting documentation as to petitioner’s payment of legal costs that support petitioner’s argument that the cashier’s checks were paid on behalf of the estate. See California Rules of Court rules 7.3 and 7.53 for the types of documents that may be filed to address this Note.
      o    Supplement file-marked 01/08/26 in response to this Note was not verified.
      o    Proof of service filed separately has all the same issues as the Notice of Hearing in the first bullet point of this Probate Note.
• Proposed Order submitted 01/08/26:
      o    Omitted date, time, and department of hearing.
      o    The first half of the order were not phrased as the court’s findings. See PrC§1260.
      o    Did not detail the sanctionable conduct by each respondent purs. to CCP§128.5(c). See also CCP§128.5(f)(2).

Opposition filed – 12/23/25, by Samuel Orozco, Sr., Paul Orozco, Samuel Orozco, Jr., and Jeremy Orozco.
• Opposition was not verified. See California Rules of Court rule 7.103.
• Proof of service of Opposition and four (4) Declarations related thereto is not on file.
Request for Judicial Notice filed – 12/23/25.
Reply to Opposition filed – 01/06/26.
• Proof of service of Reply is not on file.

Recommend continuance to 05/05/26 to allow time to cure Probate Notes.
Appearance not required (by VCourt if preferred).

PR-19-001177 ESTATE OF JOHN LEE PEELER, AKA JOHN L. PEELER, JOHN PEELER
Hearing on Fourth PrC§12200 Status Report of Administration:
Notice appears complete.
Hearing required.
Appearance by counsel required. (by VCourt if preferred).

PR-22-000768 ESTATE OF CAROL J. OWENS, AKA CAROL JUNE OWENS
Hearing on First and Final Account and Report of Personal Representative and Petition for its Settlement, for Allowance of Compensation of Personal Representative and Attorney for Ordinary Services and for Final Distribution:
Recommend approval of Report and Petition.
Recommend Discharge Review Hearing 07/30/26 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-23-000706 ESTATE OF LAWRENCE ROY MARTIN   
Related Trust matter PR-23-001118
Hearing on Motion to Deem Facts Admitted as to Jennafer Baker and Request for Sanctions:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…

PR-24-000695 ESTATE OF JOSEPHINE V. DILLINGER
Hearing on First and Final Report of Administrator with Will Annexed on Waiver of Account and Petition for Allowance of Compensation to Attorney for Ordinary Services and for Final Distribution:
Recommend approval of Report and Petition.
Recommend court vacate Account Review Hearing of 02/25/26.
Recommend Discharge Review Hearing 07/30/26 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-25-000964 RICHARD AND JEAN KERSHNER FAMILY LIVING TRUST DTD SEPTEMBER 05, 1991 AS AMENDED AND RESTATED MAY 11, 2016
Hearing on Petition for an Order to Confirm Validity of Trust; confirm Trustee; and Confirm Assets to Trust:
•    It appears one or more of the accounts may be a retirement account. A qualified or individual retirement account transfer into a trust is a prohibited transaction under the Internal Revenue Code and accordingly, cannot be confirmed as a trust asset after Settlor's death. Recommend attorney file points and authorities to clarify the nature of the accounts and address the issue of the tax implications to the trust and the appropriateness of this prohibited transaction.  
•    The petition has not presented clear and convincing evidence that the decedent intended to transfer the assets into the trust during their lifetime. The policies may be assets of the estate.  A formal probate may be necessary.  Will be submitted to Judge for determination at next hearing.
Recommend continuance to 05/06/26 to allow time to file points and authorities as reflected in the Note.
Appearance not required (by VCourt if preferred).
 

PR-25-001253 ESTATE OF RICHARD EUGENE WALKER
Hearing on Petition for Probate of Will and for Letters Testamentary:
•    Petition item 8 does not identify the personal representative of the domiciliary probate of decedent’s estate (in Georgia). 
•    Petition item 8 does not include name and date of death of the decedent’s predeceased spouse.
•    Petition items 5a and 8 reflect that devisees D. Johnson and A. Walker are the decedent’s children, however, in decedent’s will, he identified them as his stepchildren. If they are not his children (i.e., if they are not his biological children or legally adopted children), then petition items 6 and 7 must be completed (identification of decedent’s kin and the heirs of the decedent’s predeceased spouse). If they are his biological or adopted children, please file a verified supplement to clarify that point. See CRC rules 7.3 and 7.53.
•    Form DE-147 Duties and Liabilities not on file.
•    Form DE-121 Notice of Petition to Administer Estate file-marked 12/04/25 has the following defects; New notice appears required. See PrC§§8100 et seq.: 
      o    Item 5 was not checked. 
      o    Item 10 was not completed.
•    Affidavit of publication not on file. See Local Rule 8.12.
•    Form DE-140, Proposed Order, not submitted.
•    Need new Form DE-150, Proposed Letters: case caption does not agree with petition; decedent’s last name appears incorrect.
•    An authenticated copy of the order admitting the will to probate in the sister state is not on file [see PrC§12521(a)(1)].
•    Will waives bond for personal representative, however personal representative resides out of state. See PrC§8571. 
      o    Waivers of bond [Form DE-142/DE-111(A-3e)] not on file.  Bond may be required.
Recommend continuance to 05/05/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-25-001261 ESTATE OF BEVERLY BILODEAU, AKA BEVERLY JANE BILODEAU
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-25-001281 ESTATE OF SANDRA LEE ZUMSTEG, AKA SANDRA ZUMSTEG
Hearing on Petition for Letters of Administration:
Recommend approval of petition.
Need proposed Letters.
Recommend Inventory Review Hearing 07/14/26 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).

PR-25-001292 ESTATE OF MARY DIANE WORD, AKA MARY WORD
Hearing on Spousal Property Petition:
If no one appears to object, Recommend approval of Petition.
Appearance not required (by VCourt if preferred).

Add-On:
PR-25-001329 ESTATE OF SHERRIE AMBER PEER, AKA SHERRI PEER
Hearing on Ex Parte Petition for Letters of Special Administration continued from 12/24/25, 01/08/26, 01/09/26:
Prior Notes remain:
• Petitioner has not included a “declaration regarding notice” as required by California Rules of Court rule 3.1201(3). 
• Petition item 8 does not include the relationships between all those listed and the decedent. How are Kalifornia P., Allyson R., Stephanie W., Joyce W., and Noah W. related to the decedent? See Probate Code sections 6401 et seq.
• The Attachments are not labeled (A through G).
• Attachment E (“pre-foreclosure status”) is illegible.
• Attachment F (described in petition as “signed statements of agreement” were signed by three of the eight people listed in petition item 8. Are these all the heirs?  
Petitioner to bring proof that he qualifies for a bond of $73,500.00 to this hearing.
New Note:
• Three Waivers of bond filed 01/09/26 were signed by someone named R. Oliveira; they appear to have been signed by him perhaps on behalf of three of the heirs who were identified in the petition as being minors. Is R. Oliveira a court-appointed Guardian of the Estate for the minors, or a Guardian ad litem appointed by the court with authority granted by the court to waive bond? If so, please file Letters of Guardianship or a copy of the Order appointing a Guardian ad litem. If R. Oliveira is not a court-appointed Guardian of the Estate or Guardian ad litem, it does not appear that he has authority to waive bond on an heir’s behalf.
Appearance by petitioner (self-represented) required (by VCourt if preferred).

9:30 A.M.

PR-24-000283 ESTATE OF LEO GENE JONES, AKA LEO JONES
Day Three of short cause evidentiary hearing (one-half day to one-day estimate) re: priority and eligibility of competing petition R. Jones:
Appearances mandatory.

Trailing are the competing petitions for probate:

1.    Hearing on (Original) Petition for Letters of Administration (filed by D. Gould) continued from 10/08/24, 11/06/24:
This petitioner is a nominee of the person who appears to have the greatest priority.
Petitioner filed a copy of the death certificate and filed supplement correcting the date of death alleged in the petition.
Request for bond of $333,500.00 appears adequate based on estimated value of estate alleged in the petition.
Objection filed – 12/06/24 (by John Resso). 

2.    Hearing on (Competing) Petition for Letters of Administration (filed by J. Resso) continued from 12/03/24:
This petitioner is a nominee of the person who appears to have the second-greatest priority.
Petition item 1d(3) did not include the institution and location where petitioner intends to set up a blocked account. Examiner does not consider this defect fatal as the proposed Order reflects the blocked account would be at Bank of Stockton on J Street in downtown Modesto, a member of FDIC. Submitted to court for determination.
Objection filed – 02/14/25 (by Ronald Jones).
•    Proof of service attached reflects service only on William Broderick-Villa and not any other interested party or attorney. 

WEDNESDAY, JANUARY 14, 2026
Department 22
8:30 a.m.

2201024 ESTATE OF KEVIN D. SILVA 
(1)    Account Review Hearing:
On 09/17/25, the court directed the personal representative to filer a PrC§12200 Status Report within 60 days if estate is not in a position to be closed.  
• 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 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).

(2)    Review Hearing:
This hearing was set at the 09/17/25 Status Conference for review of ongoing negotiations.
Need status of meet and confer.
Appearance by Administrator and both counsel required (by VCourt if preferred).

PR-21-001017 ESTATE OF KAMIL ABRAHAM, AKA MIKE ABRAHAM, MAJED ABRAHAM, MIKE IBRHIM
Hearing on (First and Final Account/Waiver of Account) and Report of (Executor/Administrator/Administrator with Will Annexed), Petition for (Allowance of Statutory Fees to Personal Representative and for) Final Distribution [sic] continued from 11/05/25:
•    Caption of pleading omitted the recently added alias for the decedent (which was the reason given for this subsequent administration).
•    This is a report of the subsequent administration of the estate, purs. to PrC§12252; please report the facts of the subsequent administration, to wit: order was approved 04/15/25, Letters were issued 04/21/15. This report and petition cannot replace or supersede the report and petition approved by this court for the original probate, purs. to the court’s order file-marked 11/22/23. 
•    The court already approved statutory compensation from the original probate, based on the value of the real property asset, in its order of 11/22/23. Are administrator or administrator’s counsel requesting any compensation for the subsequent probate?
•    The court already authorized distribution of the real property asset in its order of 11/22/23. Were there any additional assets marshaled in this subsequent administration?
Recommend continuance to 02/27/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-22-000911 ESTATE OF VICTOR DAVID VARGAS
Hearing on Report of Administration; Petition for Final Distribution; for Settlement of Estate on Waiver of Accounting; for Approval of Statutory Personal Representative’s Fees; for Approval of Statutory Attorneys’ Fees; for Approval of Costs continued from 11/05/25:
• Waivers of Accounting must be filed as separate documents not attached to any other filing (Exhibit A).
• Distribution agreements must be filed as separate documents not attached to any other filing (Exhibits B and C).
• The report includes the allegation that the Administrator paid all costs and waives reimbursement. It appears confusing, then, to include the order that the court “approves” costs in a specific amount and permits distribution “subject to liens for unpaid … costs”. The finding with the court’s approval of the report was sufficient. Please remove paragraph 6 on page 5 of the proposed order and the phrase “and costs” from line 25 of the same page.
• The language in paragraph 7 on page 5 of the proposed order would appear to suggest that counsel may be planning to record a lien prior to the administrator’s conveyance of the real property, rather than recording a lien after administrator distributes the property as pled.
      o    Once the court approves the attorney’s fees, the attorney will be able to record an Abstract of Judgment with the County Clerk Recorder’s Office; alternatively, the administrator and counsel could have agreed (but apparently did not) to seek the court’s approval to issue a promissory note and record it as a deed of trust on the real property. It does not appear necessary for the court to adopt the verbiage that the court-ordered distribution occur “subject to liens” for unpaid attorney’s fees. 
                +    This proposed order, if not modified in a new proposed order, will be submitted to the court for determination once other notes are cured.
Recommend continuance to 01/30/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred). 

PR-23-000554 ESTATE OF VICTORIA FRASER
Account Review Hearing continued from 09/10/25:
On 09/10/25, court ordered the personal representative to file a Third PrC§12200 Status Report with Notice of Hearing within 90 days if the estate is not in a position to be closed.
• Neither Petition for Final Distribution nor PrC§12200 Status Report have been filed.
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 personal representative to prepare and file a First Account Current at the court’s discretion pursuant to PrC§12202(b).
      o    Noncompliance may result in removal of personal representative from office (PrC§§12204, 8500).
Appearance by Administrator and Administrator’s counsel required (by VCourt if preferred).

PR-23-001083 ESTATE OF CONRAD VALOR
Hearing on Order to Show Cause issued 12/05/25 to Administrator’s counsel:
To appear and show cause for failure to appear on 12/05/25.

Hearing on Order to Show Cause issued 12/05/25 to Administrator:
To appear and show cause why court should not remove and/or surcharge the Administrator for failure to appear on 12/05/25, failure to perfect notice purs. to PrC§12201. See PrC§8502.
The court suspended the Administrator from office on 12/05/25 and referred matter to the Public Administrator as possible successor.

Hearing on PrC§12200 Status Report of Administration continued from 10/01/25, 12/05/25:
Nothing filed since previous hearing. Prior Note remains:
•    Notice of Hearing not yet on file (see PrC§12201).
On 10/01/25 and again on 12/05/25, the court ordered personal representative to perfect notice pursuant to PrC§12201 before this hearing or surcharge may be imposed. 
Recommend court vacate Account Review Hearing of 01/15/26.

Appearance by Administrator and Administrator’s counsel mandatory, appearance by County Counsel required (by VCourt if preferred).

PR-23-001109 ESTATE OF DOROTHY LOYD
Account Review Hearing continued from 09/09/25:
On 03/11/25, the court directed that a PrC§12200 Status Report must be filed if estate is not in a position to be closed. 
On 09/09/25, the court extended the above deadline by thirty (30) days.
Neither Petition for Final Distribution nor PrC§12200 Status Report are on file.
• Recommend court issue Order to Show Cause to Executor and Executor’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 Executor and Executor’s counsel mandatory (by VCourt if preferred). Executor’s appearance is mandatory. Appearance by counsel alone may result in the issuance of an order to show cause for failure to appear.

PR-24-000095 ESTATE OF NORMA JEAN CATHCART
Hearing on Order to Show Cause issued to Administrator on 09/17/25:
For failure to appear, failure to file pleadings as directed.

Account Review Hearing continued from 06/03/25, 09/17/25:
Nothing filed in more than twelve months. 
On 06/03/25, the court directed that a PrC§12200 Status Report must be filed if estate is not in a position to be closed. 
The court suspended the Administrator from office on 09/17/25 and referred matter to the Public Administrator as possible successor.

Appearance by Administrator mandatory, appearance by County Counsel required (by VCourt if preferred).

PR-24-000468 ESTATE OF GRACIE DUTRA
Account Review Hearing continued from 09/10/25:
Petition for Final Distribution has been filed and set for hearing on 01/27/26.
Hearing of 01/27/26 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-24-000479 ESTATE OF STEPHANIE MARIE VENNEMA, AKA STEPHANIE M. VENNEMA
Account Review Hearing continued from 09/04/25:
On 09/04/25, 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-24-001028 ESTATE OF CYNTHIA L. TRUMAN, AKA CYNTHIA LEE TRUMAN
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. 
Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 90 days if estate is not in a position to be closed.
Recommend continuance to 05/20/26 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-25-000029 ESTATE OF CHRISTOPHER LANCE PEREZ
Inventory Review Hearing continued from 0826/25:
Nothing filed since previous hearing.
Letters issued 02/26/25. Inventory and Appraisal due 06/26/25.
Final Inventory and Appraisal not on file. See Local Rule 8.41 B.
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-23-000556 ESTATE OF RAUL ZEPEDA, JR.
Hearing on Second PrC§12200 Status Report: 
•    Notice of Hearing not on file at time of review.
•    Final Inventory and Appraisal not on file. Examiner notes status report indicates the sole asset of the estate is a Vangaard account. 
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.

Recommend court order personal representative to perfect notice pursuant to PrC§12201 before the next hearing or surcharge may be imposed.

Appearance by Personal Representative and counsel required (by VCourt if preferred).

PR-23-001118 VICKIE MARTIN AND LAWRENCE MARTIN REVOCABLE LIVING TRUST 
Related decedent’s estate matter PR-23-000706
Hearing on Motion to Deem Facts Admitted as to Jennafer Baker and Request for Sanctions:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…

Hearing on Motion to Deem Facts Admitted as to Annette D. Martin and Request for Sanctions:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…

Hearing on Motion to Deem Facts Admitted as to Andrew Martin and Request for Sanctions:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…

PR-24-000148 ESTATE OF TIMOTHY ALLEN OWNBY, SR
Hearing on Petition for Allowance of Extraordinary Attorney’s Fees:
REVIEW IN PROGRESS. PLEASE CHECK BACK.

PR-24-000634 AMENDED AND RESTATED DEL AND PAT FARREL FAMILY TRUST
Hearing on Petition to Remove Co-Trustees and to Appoint Successor Trustee for cause, including Breach of Fiduciary Duty; Petition to Compel Accounting; for Conspiracy to Defraud Petitioner; for Double Damages Pursuant to Probate Code 859 for Wrongful Taking of Trust Assets, and for Damages for Harassment and Intentional Infliction of Emotional Distress continued per stipulation and order: 
A stipulation and Order to Continue hearing has been submitted and is pending approval. Please check back.

PR-24-001156 ESTATE OF WESLEY DEWAYNE GROGAN SR.
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:
REVIEW IN PROGRESS. PLEASE CHECK BACK.

PR-25-000963 MATTER OF VALRIE D. THOMPSON REVOCABLE TRUST
Hearing on Petition to Determine Validity of Purported Trust and to Impose Constructive Trust:
• Notice of Hearing not on file. See PrC§17203.
• Please file a verified Supplement to the petition alleging whether the interested people identified in paragraph 20 are minors or adults. If any minor’s share would be impacted by the granting of a petition, a Guardian ad litem may be required if there is no Guardian of the child’s estate. See Local Rule 8.07. 
      o    If there is a Guardian of the child’s estate, please identify the Guardian and, if possible, file a copy of the Letters of Guardianship. Letters issued by another county must be certified; if the Letters were issued by this county, the copy need not be certified.
• The petition describes one interested party, D. Edwards, as having a developmental disability. Is that party competent? Does he have an attorney-in-fact, a conservator of the estate? If not, and he lacks capacity, a Guardian ad litem may be required. See Local Rule 8.07.
Recommend continuance to 05/06/26 to allow time to cure defects.
Appearance not counsel required (by VCourt if preferred).
 

THURSDAY, JANUARY 15, 2026
Department 22
8:30 a.m.

PR-23-000436 ESTATE OF RALPH ANTHONY ASTENGO
(1)    Order to Show Cause issued 09/24/25 to John T. Hranek, Esq.:
To appear and show cause for failure file Final Inventory and Appraisal as directed and for possible sanctions.

(2)    Order to Show Cause issued 09/24/25 to Deborah Lynn Ott:
To appear and show cause for failure file Final Inventory and Appraisal as directed and for possible sanctions.
• It appears that the Personal Representative’s mailing address may have changed.
      o    The court file has not been updated with a new mailing or physical address.
Recommend court direct Personal Representative to file Judicial Council Form MC-040, Notice of Change of Address or Other Contact, with the Court prior to next hearing.

(1)    Inventory Review Hearing:
On 09/24/25, the court ordered the Final Inventory and Appraisal to be filed within 60 days.  Partial No. 1 on file. Partial I&A was incomplete.
Final Inventory and Appraisal is not on file.
For failure of personal representative to comply with the court’s prior orders:
Recommend court suspend Personal Representative pursuant to PrC§8500(b).
Recommend court set a hearing on its own motion for removal of the personal representative from office (an Order to Show Cause) pursuant to PrC§§8804(b), 8502. Personal Representative and counsel will be ordered to appear and show cause why he/she should not be removed from office for neglecting to perform any act as personal representative.
Recommend court refer matter to the Public Administrator and County Counsel, pursuant to PrC§7621, for appointment of Public Administrator.

(2)    Hearing on PrC §12200 Status Report continued from 10/22/25: 
Defects not cured. Prior notes remain:
• Notice of Hearing not yet on file (see PrC§12201) including any creditors (PrC§48) and those who have filed a Request for Special Notice.
• Report does not indicate how much time is needed to close the estate.

(3)    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, 05/21/25, 09/11/25: 
On 09/11/25, the court indicated this will be the last continuance.
Defects not cured. 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 therefore appears defective on those who did not waive notice. See Mandatory Judicial Council Form DE-115.
• 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.
Need status.
Appearance by personal representative and counsel required (by VCourt if preferred).

PR-24-000795 ESTATE OF DAVID MICHAEL SINJEM
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.
Appearance by Administrator (self-represented) required (by VCourt if preferred).

PR-24-000869 ESTATE OF CAROL CALVIN, AKA CAROL EVELYN CALVIN, CAROL E. WEAST
Hearing on First and Final Account and Report of Administrator and Petition for its Settlement and for Allowance of Statutory Commissions and Fees and for Final Distribution continued from 11/20/25:
In future matters, please ensure the pleading title is specific as to whether compensation is sought for the Public Administrator or counsel or both.
•    Notice of Hearing not on file for (allowed) creditors who have not been paid but for whom the petitioner seeks authorization to pay. See PrC§§48, 11429, 11640.
•    Proposed Order: paragraph 7 does not clearly order the creditors and amounts to be paid. Please break that down as reflected in Schedule E attached to the accounting.
Recommend continuance to 01/15/26, to coincide with Account Review Hearing already set, to allow time to perfect notice on the creditors.
Appearance not required (by VCourt if preferred).

PR-24-000983 ESTATE OF KELLY RENE EVANS
Account Review Hearing:
See Local Rule 8.82. Neither Petition for Final Distribution nor PrC§12200 Status Report are on file.
Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 90 days if estate is not in a position to be closed.
Recommend continuance to 05/14/26 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-24-001373 MATTER OF THE AREVALO FAMILY TRUST
Hearing on Beneficiary’s Petition for Hearing Per Prob. Code 16061 et. seq. Regarding Failure to Notify and Undue Influence continued from 05/13/25, 9/11/25:

Nothing filed since case was opened in December 2024. Previous Notes remain:
Defects in the petition:
• The title of the petition did not clearly and completely identify the nature of relief sought in the prayer (see California Rules of Court rule 7.102).
      o    Please see Probate Code §§ 17200 et seq.
• The petition identified only one person entitled to notice (line 89 of page 3), however the preceding paragraph identified a current Trustee and multiple other trust beneficiaries (PrC§17201).
• Petition is not verified (see California Rules of Court rule 7.103, California Code of Civil Procedure sections 2015.5, 446).
      o    Document appears to have been signed by the petitioner’s spouse in the capacity of “Ast. Representative”. It’s not clear in what capacity he signed for the petitioner – is he her attorney-in-fact (did she sign a power-of-attorney)?

Defects in the file:
• Was the Trust irrevocable at any of the times it was alleged to have been amended? The petition includes several citations to PrC§16061.7, but is quiet as to whether the Trust was revocable or irrevocable when amended. Please see PrC§§15400 et seq. and a California Trust Administration Practice Guide.
• Without a copy of the original Trust and all its amendments, the court cannot verify if all necessary parties are given notice of this proceeding (purs. PrC§17203, 15804). Please file copies of the original Trust and all amendments thereto.
• Form GC-020, Notice of Hearing, not on file.  See PC§17203(a) for notice requirements in trust proceedings. 

On 09/11/25, the court admonished the petitioner that failure to cure the above defects by this hearing date would result in dismissal of the case. Accordingly, if no one appears at this hearing, this matter will be dismissed without prejudice.
No appearance required. Anyone choosing to appear at this hearing may do so either in person or remotely, by telephone, using VCourt.

PR-25-000041 ESTATE OF ANGELA VELAZQUEZ DELAGRANDE, AKA ANGELA V. DELAGRANDE
Hearing on Order to Show Cause re: Preliminary Injunction; Order for Temporary Restraining Order issued 09/09/25, reset by stipulation and order file-marked 09/24/25, continued from 12/11/25:
Proof of service on file, reflects service by mail, fax, and email on 09/09/25.
Request for judicial notice – filed 12/04/25. Submitted to court for determination.
Response filed – 12/04/25 by Carrington Mortgage.
Need status. 
Appearances required (by VCourt if preferred).

PR-25-000170 SPECIAL NEEDS TRUST OF JAMES W. MALLEY
Account Review Hearing continued from 06/06/25:
Nothing filed since copy of executed Trust, on 02/21/25.
On 06/06/25, the court ordered Trustee to file the Second Account Current and Report of Trustee for period beginning 04/19/22 above within sixty days. Not on file.
Recommend court issue Order to Show Cause to Trustee to appear and show cause why court should not impose surcharge and/or remove Trustee for failure to present account as ordered, or impose surcharge for each day accounting is late.
Appearance by Trustee and Trustee’s counsel mandatory (by VCourt if preferred).

PR-23-000443 ESTATE OF CRAIG GERARD COKER, AKA CRAIG G. COKER
Hearing on Petition to Establish Probate Ownership of Property:
•    Recommend court require points and authorities as to utilization of PrC§850 procedure since, as petitioner states, while the decedent “may have intended for the [assets] to be disposed of pursuant to the terms of his 2004 Trust, the terms of said trust are unknown, thus making the administration of the trust impossible.” Petitioner in the petition appears to allege that the decedent was aware that all the assets were part of the Trust, had the opportunity to address the issue, and, for reasons unknown to petitioner, chose not to. What “claim” did decedent have in this instance purs. to PrC§850(a)(2)(D)? [See alternative legal remedy in PrC§§17200(c)(10), 17200(c)(13), 17206, 15407(a)(4), 15410(d).]
•    Please provide legal descriptions of all real property assets in the body of the petition.
•    Please provide documentation to support petitioner’s allegation that the Bank of America account is held in the name of the Trust. Was petitioner not able to attach redacted copies of the documents described in lines 10-14 on page 4 of the petition as an Exhibit? 
•    Please provide a verified supplement (see CRC rules 7.3 and 7.53) alleging if there are any pay-on-death beneficiaries of the financial accounts. If the court were to find that these assets belonged to decedent at the time of death and not the Trust, assets with POD beneficiaries would not be part of this estate.
•    It appears premature for the court to approve petitioner’s request as to the U.S. Bank accounts, given petitioner’s allegation that the institution has not cooperated in confirming the existence, let alone providing account numbers, of any accounts belonging to the Trust. What is petitioner’s request as to these accounts? It’s not clear in the petition.
Recommend continuance to 04/14/26, to coincide with the Inventory Review Hearing already set, to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-24-000884 ESTATE OF JOSEPH PLANT, AKA JOSEPH EDWARD PLANT, AKA JOSEPH E. PLANT
Hearing on PrC§12200 Status Report:  
Notice appears complete. 
Recommend court set a further Account Review Hearing 01/21/27.
Appearance not required (by VCourt if preferred).

PR-25-000980 SAM RANDY TRUST
Hearing on Petition for Breach of Fiduciary Duty and Order to Compel Distribution (Probate Code §§ 17200; 16000; 16003:
REVIEW IN PROGRESS. PLEASE CHECK BACK.

PR-25-001293 ESTATE OF PAMELA JEAN JOHNSON
Hearing on Petition for Probate of Will and for Letters Testamentary:

Defects in Form DE-111, Petition:
•    Item 5a(5) or (6) was omitted (existence of child of decedent that survived the decedent).
•    If predeceased beneficiary Shawn K. left any issue, those children are contingent beneficiaries of this estate. Petition item 8 did not include allegation if Shawn K. died without issue. 
Please see California Rules of Court rules 7.3 and 7.53 for the types of documents that may be filed to cure the above defects.

Defects in the file:
•    Will is not self-proving per Local Rule 8.23.  Proof of Subscribing Witness (Form DE-131) not on file.

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-25-001296 ESTATE OF BOKSUM KO
Hearing on Petition for Probate of Will and for Letters Testamentary:
•    Will is not self-proving per Local Rule 8.23.  Proof of Subscribing Witness (Form DE-131) not on file.
•    Affidavit of publication not on file. See Local Rule 8.12.
•    Form DE-150, Letters, not submitted.
Recommend continuance to 02/20/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-25-001299 ESTATE OF TRACY SCOTT FULLEN
Hearing on Petition for Letters of Administration:
•    Form DE-121 Notice of Petition to Administer Estate not on file.
•    Affidavit of publication not on file. See Local Rule 8.12.
Recommend continuance to 02/20/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-25-001303 ESTATE OF CHARLES O. SLOCUMB
Hearing on Petition for Probate of Will and for Letters Testamentary:
•    Affidavit of publication not on file. See Local Rule 8.12.
•    Form DE-140, Proposed Order, not yet submitted.
Recommend continuance to 02/20/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-23-001083 ESTATE OF CONRAD VALOR
Account Review Hearing:
Hearing will be vacated on 01/14/26.