Probate Notes

Probate Examiners, Anne Holsinger and Michelle Warren, may be reached at Probate.Examiner@stanct.org . Telephone calls can be directed to the Probate Unit as set forth above. Emails must have the case identification information and hearing time/date in the subject line. No attachments will be opened. The Probate Examiner can only respond to inquiries regarding the meaning of comments in the notes. Please do not email to notify that documents have been filed, to request a confirmation whether documents have been received, or to request the clearing of notes. No legal or procedural advice may be given by the Probate Examiner in response to your email.

• It is the goal of the Probate Examiner to have Probate Notes posted five (5) calendar days prior to the hearing.
• Defects described in the Probate Notes must be corrected prior to approval of the moving papers. 
• If you are filing documents to cure technical defects, they should be filed NO LATER THAN FIVE COURT DAYS before the hearing.  Later-filed documents might not be reviewed prior to the hearing and could result in a continuance of your case.

Probate Notes will be updated as needed when late-filed documents are reviewed.  Please note:  Late-filed documents that do not contain the hearing date in the caption require more time and effort to be matched to the files.  This may result in an otherwise avoidable continuance.

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Please Note: "Appearance not required (by VCourt if preferred)."

This language indicates that no one is required to appear at the hearing.  Probate hearings are open to the public, however, and anyone who wishes to observe a proceeding may do so. Appearances in most cases may be made in person or remotely, by telephone, using VCourt. For more information on how to appear by VCourt, please see the section "Remote Telephonic Hearings" on the home page of this website.
 

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

POSTED MARCH 5, 2025
Inventory and Appraisals:  If the Inventory and Appraisal has been submitted to the probate referee but not filed prior to the Inventory Review date, the Personal Representative, or their retained counsel, may file a declaration attesting to these facts and provide an anticipated timeframe for filing.  The Court may, in its discretion, continue the Inventory Review hearing without required appearances.

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

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

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

• Please help expand the list of qualified counsel willing to accept appointment in Probate matters, as either court-appointed counsel in Conservatorships pursuant to PrC§1471, Guardians ad litem, successor personal representatives in decedents' estates, and successor trustees. 

• For appointment as counsel in a Conservatorship, please see the list of qualifications and requirements found in California Rule of Court 7.1103 and 7.1105.

• Review forms PR004, PR005, and GC-010 available for download on the Common Forms & Packets page here: https://www.stanislaus.courts.ca.gov/forms-filing/common-forms-packets for more information.  Remit your completed forms to the Superior Court.

TUESDAY, JUNE 10, 2025
Department 22
8:30 a.m.

PR-19-001263 ESTATE OF MELVIN ALLEN, SR.
Account Review Hearing continued from 10/24/23, 02/06/24, 04/23/24, 08/07/24, 02/10/25:
Recommend court drop hearing from calendar; an Account Review Hearing is set on 08/28/25, and an Accounting has been filed and set for hearing on 07/10/25.
No appearances.

PR-22-000327 ESTATE OF WILLIAM CARL SILVA
Account Review Hearing continued from 01/09/24, 05/07/24, 09/24/24, 01/30/25:
Second Corrected Inventory and Appraisal on file:
•    Omitted item 5 (re: property tax certificate). Property Tax Certificate [Probate Code 8800(d)] may be necessary.
A Petition for Final Distribution has been filed and set for hearing 08/20/25.
Hearing of 08/20/25 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-22-001206 ESTATE OF DEBRAH BRITT
(1)    Order to Show Cause issued 01/29/25 to Anthony Britt:
To appear and show cause for failing to appear at 01/29/25 hearing and failing to file pleadings as directed.

(2)    Account Review Hearing continued from 09/10/24, 01/29/25:
Letters Issued 02/10/23.  
Nothing filed since last hearing.
On 09/10/24, court directed personal representative to file either a Petition for Final Distribution or PrC§12200 Status Report.
• Neither Petition for Final Distribution nor PrC§12200 Status Report are on file.
Recommend court issue Order to Show Cause to Administrator to be personally present pursuant to PrC§12202:
      o    To show condition of estate and why estate cannot be distributed and closed;
      o    So that court may order Administrator to prepare and file a First Account Current at the court’s discretion pursuant to PrC§12202(b).
      o    Noncompliance may result in removal of personal representative from office (PrC§§12204, 8500).
See Local Rule 8.82 and also Probate Code sections 12200, and 9000 through 9399. 

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

PR-23-000887 ESTATE OF EMMANUEL GOMEZ
Account Review Hearing:
Final Inventory and Appraisal on file.
•    Date of decedent’s death does not conform to the Order for Probate.
      o    A Corrected Inventory and Appraisal is required as this is the date used for appraising assets of the estate.
A PrC§12200 Status Report has been filed and set for hearing on 07/10/25.
Hearing of 07/10/25 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-23-001143 ESTATE OF DUKE THOMAS LEFFLER, AKA DUKE T. LEFFLER, DUKE LEFFLER
Account Review Hearing continued from 01/29/25:
Final Inventory and Appraisal on file. 
A Petition for Final Distribution has been filed and set for hearing on 06/25/25.
Hearing of 06/25/25 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-24-000096 ESTATE OF ROBERT HERRERA RAYMUNDO, AKA ROBERT H. RAYMUNDO, ROBERT RAYMUNDO
Inventory Review Hearing:
Final Inventory and Appraisal on file.

Hearing on Petition for Final Distribution of Estate; First and Final Account and Report of Administrator; Petition to Unblock Estate Account; Petition for Reimbursement of Personal Monies; Petition for Allowance of Attorney and Administrator Statutory Fees and Costs continued from 05/06/25:
Prior Notes have been cured or otherwise addressed.
Recommend approval of Petition and Report as supplemented.
Recommend Discharge Review Hearing 12/18/25 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-24-000307 ESTATE OF JUSTIN BRASIEL
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 10/14/25 to allow time for filing of above pleadings. If neither pleading is on file by the next hearing date, the court may issue an order to show cause for personal representative to appear pursuant to PrC§12202.
Appearance not required (by VCourt if preferred).

PR-24-000505 ESTATE OF ERNST ALBERT MICHAELIS
Hearing on Order to Show Cause issued 01/29/25 to petitioner:

•    Recommend court discharge the Order to Show Cause as petitioner has submitted a request to dismiss the petition.
 

Hearing on Amended (file-marked 10/02/24) Petition for Letters of Administration continued from 07/25/24, 10/10/24, 01/29/25:
Nothing filed since October. Prior Notes remain:
•    Petition item 1b includes request that petitioner be appointed as both Executor and Administrator.
•    Petition item 5b incomplete (existence of stepchild or foster child who would have been adopted but for a legal barrier).
•    Waivers of bond [Form DE-142/DE-111(A-3e)] not on file from one of the four intestate heirs (see Probate Code section 6401). Bond may be required. 
      o    Minimum bond would be $20,000.00 pursuant to Local Rule 8.33, maximum bond would be $95,493.00 pursuant to estimated value of estate alleged in the petition.
•    Form DE-121 Notice of Petition to Administer Estate must be filed after the filing of the Amended Petition pursuant to California Rules of Court rule 7.53. New Form DE-121 required, reflecting new notice by mail.
•    Affidavit of publication not on file. See Local Rule 8.12. Publication must occur after the filing of the Amended Petition pursuant to California Rules of Court rule 7.53.
      o    Affidavit file-marked 10/09/24 cannot be considered as curing this defect, as the first publication occurred prior to the filing of the Amended petition.
•    Form DE-140 Proposed Order, submitted 09/30/24 has checkmarks in both boxes “Executor” and “Administrator” in the heading of page 1.
•    Form DE-150, Proposed Letters, submitted 09/30/24: petitioner’s name omitted from item 2 in the column at left.
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

No appearance required as petitioner has filed a request for dismissal of the petition.
 

PR-24-000964 ESTATE OF MANUEL GARCIA
Inventory Review Hearing:
Form DE-150, Letters, have not yet been issued pursuant to PrC § 8405.
Inventory and Appraisal not on file at time of review.
It appears an Amended Petition for Letters of Administration has been filed and set for hearing 06/24/25.
Recommend continuance to 01/07/26. 
Appearance by counsel required (by VCourt if preferred).

PR-24-000985 ESTATE OF BETTY J. BATES, AKA BETTY JEAN BATES
Inventory Review Hearing:
Final Inventory and Appraisal on file.
•    Inventory and Appraisal omits characterization of decedent’s property [PrC§8850(c)]. This information will be needed prior to the closing of the estate.
Recommend Account Review Hearing 02/10/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-25-000151 ESTATE OF HENRY C. PROVINE
Hearing on Petition for Probate of Will and for Letters Testamentary:
Nothing filed since previous hearing. Prior Notes remain:

Defects in the petition:
•    Heading of Petition page 1 omitted checkmark in box “Authorization to Administer Under the Independent Administration of Estates Act” (IAEA).
•    Item 1 did not include the name of newspaper where petitioner has (or intends to) publish notice pursuant to Local Rule 8.12. See Probate Code section 8121 and the court’s website here: https://www.stanislaus.courts.ca.gov/divisions/probate/newspapers
•    Item 3c was left blank (decedent’s street address, city, and county of residence at time of death).
•    Item 4 was not checked, which would indicate that the will did not preclude administration of this estate under the Independent Administration of Estates Act (IAEA).
•    Item 5a(3) or (4) incomplete (existence of registered domestic partner).
•    Item 5a(7) or (8) incomplete (existence of issue of a predeceased child).
•    Item 8 must include all those named in the will, even those whose names were crossed out, and, if they are deceased so state with date of death.
      o    All those identified as beneficiaries in the decedent’s will, including those whose names were crossed out, are required to be given (mailed) notice of the petition pursuant to Probate Code section 8110 and Local Rule 8.14 A 2.

Defects in the file:
•    Form DE-147 Duties and Liabilities not on file.
•    Form DE-121 Notice of Petition to Administer Estate not on file.
•    Affidavit of publication not on file. See Local Rule 8.12.
•    Forms DE-140 and DE-150, Proposed Order and Letters, not submitted.

Issues with request to admit lodged will to probate:
•    Original will, prior to the apparent interlineations (crossed-out text and handwritten additions), was witnessed by only one witness, who did not date her attestation. The proponent of the will has not yet filed a verified Declaration pursuant to California Probate Code section 6110.
•    The interlineations on the original will, in two different ink colors, do not appear to be validly executed codicils to the will because they lack the proper formalities of a holographic or witnessed codicil. For more information, please see 14 Witkin, Summary of California Law, Wills and Probate section 190 (11th ed).
      o    The petitioner’s undated letter, attached to the petition, addressing the interlineations of the will may be considered to be offered pursuant to Probate Code section 6110, however the letter was not dated nor verified under penalty of perjury, and such a Declaration would not appear to overcome the lack of the proper formalities of a holographic or witnessed codicil.

Recommend court set deadline for defects to be cured or case may be dismissed.

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) mandatory (by VCourt if preferred).

PR-21-000222 ESTATE OF CURTIS CLIFFORD LITTLE
Hearing on PrC§12200 Status Report of Administration:
Status report was filed to address the delay in closing the estate.
Two of the three Receipts of distribution on file.
Recommend court set further Discharge Review Hearing for 12/18/25 to allow time for the primary probate to close.
Appearance not required (by VCourt if preferred).

PR-21-000769 ESTATE OF SUSAN MELISSA HAYNES, AKA SUSAN M. HAYNES, SUSAN HAYNES, KYLE DAVID HAYNES, KYLE D. HAYNES, KYLE HAYNES
Hearing on Petition for Final Distribution Upon Waiver of Accounting and for Allowance of Statutory Fees for Attorney:
Informationally, please see Local Rules 8.68 and 8.92 regarding the amount of the requested reserve. This is not a defect.
Please be aware in future Notes that paragraph 21 the Report does not appear sufficiently detailed pursuant to PrC§9202(b) (knowledge of personal representative or estate attorney).
•    Itemization of costs of administration was omitted (see Local Rules 8.69, 8.83K).
•    There is neither a Form DE-174 Allowance or Rejection of Creditor’s Claim nor a release of claim on file for the Claim filed 09/03/21 (Citibank). The Examiner read the 05/29/25 Supplement, but as the Administrator has not filed Form DE-174 (which is statutorily required), please provide Notice of Hearing of the continued hearing date to the Creditor pursuant to Pr. Code section 48 as they may be considered an “interested person”.
•    Waivers of Accounting do not bear notary’s acknowledgement (Local Rule 8.69); Waivers must be filed separately (and not only attached to the pleading as an exhibit) (PrC§10954).
•    Notice of Proposed Action must be filed, with affidavit of mailing attached, per Local Rules 8.83 N and 8.100.
•    Caption of pleading and notice thereon did not include report of administration as required by PrC§10954(c). 
•    Please provide copies of supporting documentation regarding the Administrator’s request for reimbursement for the house, taxes, credit cards, utilities, e.g.: invoices noted as paid, receipts, mortgage statements, or as a last resort – copies of financial account statements with all but the last four digits of the account number redacted purs. to California Rule of Court.
•    The Supplement file-marked 05/29/25 was verified by the Administrator’s counsel and not the Administrator. Please see CRC rules 7.103(c) and 7.104(b), and Pr. Code section 1203.
Recommend continuance to 09/11/25 to allow time to cure defects, perfect notice.
Appearance not required (by VCourt if preferred).

PR-24-000692 ESTATE OF TAMMY LYNN JOHNSON, AKA TAMMY JOHNSON
Hearing on First and Final Report of Administrators on Waiver of Account and Petition for Allowance of Compensation to Attorney for Ordinary Services and Extraordinary Services and to Administrators for Ordinary Services and for Final Distribution:
Recommend approval of petition as prayed for.
Recommend Discharge Review Hearing 12/18/25 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-24-000869 ESTATE OF CAROL CALVIN, AKA CAROL EVELYN CALVIN, CAROL E. WEAST
Hearing on Report of Sale and Petition for Order Confirming Sale of Real Property of 1002 Blair Avenue, Modesto, CA 95350, A.P.N. 112-017-057-000):
It’s not clear if Notice of Hearing is on file for the buyer purs. to PrC§10308(c). The buyer is a corporation, was one of the persons listed in the NOH an agent of the corporation designated to receive legal notices (initials M.F.)?
New proposed Order submitted 6/9/25 omitted specific terms (box at bottom of item 9, continued in item 15 on page 2).
Appearance by County Counsel required.

PR-25-000108 FOVINCI REVOCABLE TRUST DTD JULY 31, 2017
Hearing on Petition for Order Confirming Trust Assets and Directing Transfer of Assets Probate Code 850:
If no one appears to object, Recommend approval of petition.
Appearance not required (by VCourt if preferred).

PR-25-000460 ESTATE OF BOBBY RAY BROWN
Hearing on Amended Petition (file marked 06/06/25) for Letters of Administration:
Bond waivers on file for all intestate heirs.

•    The following items need to be addressed on the Amended Petition (Form DE-111):
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.
    o    Petitioner’s name in the upper left box omitted middle initial.
    o    Need dates of death of all deceased persons listed in petition item 8.
    o    It appears petitioner attempted to cure this defect by filing a Declaration.  The Declaration file marked 06/06/25 was not verified nor was a proof of service attached.  See California Rules of Court, rules 7.53b and 7.103b.
    o    Item 8 did not properly label the petitioner as the proposed personal representative (Local Rule 8.26 D).
    o    Item 8 included second generation heirs but not the deceased ancestor through which they take (please see Local Rule 8.26 E).
    o    A Family Tree may be helpful.
•    Republication is necessary pursuant to CRC 7.53(a) as an Amended Petition was filed. Publication appears to have been circulated on dates prior to the 06/06/25 file mark date of the Amended Petition.
•    A new Notice of Petition to Administer Estate, Form DE-121, is necessary pursuant to CRC 7.53(a) as an Amended Petition was filed.
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. (Anyone appearing may do so in person or remotely, by telephone using VCourt).

PR-25-000465 ESTATE OF CONNIE BURKS
Hearing on Petition for Letters of Administration:
•    Affidavit of publication not on file. See Local Rule 8.12.
Recommend continuance to 08/15/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-25-000468 ESTATE OF DANIEL RAY JACKSON
Hearing on Spousal Property Petition:
Defects cured.
If no one appears to object, Recommend approval of Petition as supplemented.
Appearance not required (by VCourt if preferred).

PR-25-000470 ESTATE OF FRANCISCO LIMA SERPA, AKA FRANCISCO SERPA
Hearing on Spousal Property Petition:
If no one appears to object, Recommend approval of Petition.
Appearance not required (by VCourt if preferred).

PR-25-000474 ESTATE OF ALBERTA TRACY
Hearing on Petition for Letters of Administration:
•    The following items need to be addressed on the Petition.
      o    Petition item 8 included second generation heirs but not the deceased ancestor through which they take (please see Local Rule 8.26 E).
                +    Without this information, it is not clear if the Petitioner has priority of appointment (PrC§8461).
                +    A Family Tree may be helpful.
      o    Item 8 did not include/label the proposed personal representative (Local Rule 8.26 D).
      o    Item 3a (date of death 04/22/20) does not agree with the Proposed Order (Form DE-140). Which is correct?
•    Form DE-147 Duties and Liabilities not yet on file.
•    Form DE-121 Notice of Petition to Administer Estate not yet on file.
•    Affidavit of publication not yet on file. See Local Rule 8.12.
•    Form DE-150, Letters, not yet submitted.
Recommend continuance to 09/24/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

WEDNESDAY, JUNE 11, 2025
Department 22
8:30 a.m.

PR-22-001064 ESTATE OF CLARA CONSTANCE NUNES, AKA CLARA C. NUNES
(1)    Hearing on PrC §12200 Status Report continued from 01/30/25:
Nothing filed since last hearing. Prior notes remain:
•    Notice of Hearing, Form DE-120, not on file at time of review (see PrC§12201).
•    Report was not verified by the personal representative. Please see CRC rule 7.103(b).
Please review your responsibilities in the Duties and Liabilities, Form DE-147, you signed and filed.
Recommend court issue Order to Show Cause to Personal Representative 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).

(2)    Hearing on Petition for Clarification of Executor’s Actions (filed marked 06/14/24 – filed by Richard J. Perry) continued from 08/14/24, 10/08/24, 01/30/25:
On 08/14/24, the Court deemed this a Petition to Remove the Personal Representative for Failure to Timely Act, Misappropriation of Assets and Bias Against the Beneficiary.
Notice has been perfected.

On 01/30/25, the Court indicated that failure to cure above defects will result in striking petitions. Petition has been supplemented to include a verification, and a Proof of Service is on file.
Petitioner filed and additional three (3) pleadings titled “Clarification of Executors Actions” (file marked 02/21/25).  These pleadings are verified and a proof of service is on file.  Submitted to the Judge for determination.  

Appearances required (by VCourt if preferred).
 

PR-22-001197 ESTATE OF PATRICIA CAINGLIT
Account Review Hearing continued from 09/10/24, 01/29/25:
A Petition for Final Distribution has been filed and set for hearing 08/13/25.
Hearing of 08/13/25 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-23-000650 ESTATE OF KATHRYN P. ESQUIVEL, AKA KATHRYN P. FAGAN
(1)    Hearing on First and Final Report of Administrator on Waiver of Account and Petition of Allowance of Statutory Compensation to Administrator and Attorney and for Final Distribution continued from 04/16/25:
Prior defects cured. 
Recommend approval of petition.
Recommend Discharge Review Hearing 12/18/25 pursuant to Local Rule 8.92.

(2)    Account Review Hearing
Recommend court drop Account Review Hearing.
Appearance not required (by VCourt if preferred).

PR-23-000653 ESTATE OF ROSEMARY CHAVEZ
Order to Show Cause issued 01/30/25 to personal representative:
•    To appear and show cause why she should not be surcharged and/or removed as personal representative (PrC§§12204, 8500).
•    Failure to appear may result in sanctions, surcharge, and/or removal from office.

Account Review Hearing continued from 09/26/24:
See Local Rule 8.82. Neither Petition for Final Distribution nor PrC§12200 Status Report are on file.
Administrator was suspended by the court on 01/30/25.
Court has referred this matter to the Public Administrator and County Counsel for appointment of successor personal representative.

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

PR-23-000736 ESTATE OF EDDIE FRANKLIN JOHNS
Inventory Review Hearing continued from 07/24/24, 10/02/24, 02/05/25:
Final Inventory and Appraisal on file.
•    Specific bequests in the Will do not appear to be included in the Inventory and Appraisal. Examiner anticipates this will be addressed in the Petition for Final Distribution.
Petition for Final Distribution has been filed and a hearing set for 07/03/25.
Hearing of 07/03/25 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-23-001268 IN THE MATTER OF JOE R. FERNANDES AND NELLIE E. FERNANDES FAMILY TRUST
Hearing on Petition to Remove Trustee (PrC § 17200(b)(10)), Compel a Trust Accounting (PrC § 17200(b)(5),(7), (C)), Compel an Accounting by Attorney In Fact (PrC §§ 4541 and 4545), Determine Trust Beneficiaries by Construction of Trust Provision(PrC § 17200(b)(1)(3)(4)), Determine Liability for Financial Elder Abuse (W&I § 15610.30), and for Award of Attorneys’ Fees and Costs continued from 02/22/24, 05/23/24, 09/11/24: 
Objection filed 04/12/24 (by Gary Fernandes). 
Possible long cause matter.
Per minute order 09/11/24, counsel shall file the accounting for the period of 06/12/20 through 07/31/24 no later than the close of business on 10/31/24.  
Partial Accounting on file and attached to the Status report file marked 10/31/24.
Objection to Accounting attached to Status Report filed – 01/14/25 (by Denice Walker).
On 01/16/25, the Court directed parties to file a status report 10 days prior to the next hearing.  Status report is not on file.
Appearance by counsel required (VCourt if preferred). 

PR-23-001292 ESTATE OF MARCIA LYNN BENSON
Hearing on Corrected First and Final Report of Administrator on Waiver of Account, Waiver of Statutory Compensation to Administrator for Ordinary Services and for Final Distribution continued from 10/09/24, 02/05/25:
Prior defects cured. 
Recommend approval of petition.
Recommend Discharge Review Hearing 12/18/25 pursuant to Local Rule 8.92.
Appearance not required (Anyone wishing to appear by telephone, may do so by VCourt if preferred).

PR-24-000298 JOSEPH SALLABERRY AND JEANINE SALLABERRY REVOCABLE TRUST
Hearing on Petition for Conveyance or Transfer of Property, Breach of Trust, Financial Elder Abuse, Damages Purs. to PrC§859, and Fraud and Undue Influence continued from 05/21/24, 09/17/24, 01/16/25:
Objection filed (file marked 07/22/24 - by Solange Sallaberry)
On 01/16/25, the court directed a joint or separate status report to be filed.  Status Report is on file offering proposed trial dates and Notice of Unavailability of Counsel is on file.
Hearing required.
Appearance required (by VCourt if preferred).

PR-24-000840 ESTATE OF JILLINDA JANE FERGUSON MILLS
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.
•    Legal description was omitted. Examiner anticipates this will be addressed in the Petition for Final Distribution.
Petition for Final Distribution has been filed and set for hearing on 07/08/25.
Hearing of 07/08/25 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-23-000601 ESTATE OF CAROL HAWKINS
Hearing on PrC§12200 Status Report of Administration:
•    Notice of Hearing not yet on file (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 08/15/25 to allow time for notice.
Appearance not required (by VCourt if preferred).

PR-24-000801 ESTATE OF SCOTT ALLAN PIKE, AKA SCOTT PIKE
Hearing on First and Final Report of Executor Upon Waiver of Account, and Petition for Settlement Thereof; for Allowance of Compensation for Ordinary Services; for Reimbursement of Costs Advanced; and for Final Distribution:
Recommend approval of Report and Petition.
Recommend court vacate the Account Review Hearing of 10/14/25.
Recommend Discharge Review Hearing 12/18/25 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-24-001031 ESTATE OF RANDOLPH J. PORTILLO
Hearing on Waiver of Accounting; Report of Administration; Allowance of Compensation to Attorney for Ordinary Services; Allowance of Reimbursement to Attorney for Expenses; and Petition for Final Distribution:
Recommend approval of Report and Petition.
Recommend Discharge Review Hearing 12/18/25 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-25-000110 JAMES EDWARD HOUGELMAN, JR. LIVING TRUST DTD JULY 12, 2016
Hearing on Petition to 1. Demand Copy of the Terms of the Trust; 2. Confirm Sandy Ohman and Jerry Ohman Acted as Trustees of the Trust; 3. Remedy Sandy Ohman’s and Jerry Ohman’s Breach of Trust; and 4. Determine Title to and Require Transfer of Personal Property to Trust:
Notice appears complete.
•    A complete copy of the trust was not provided.  Pages appear to be missing.
Hearing required.
Appearances required (by VCourt if preferred).

PR-25-000412 ESTATE OF JOHN PEREIRA ESCOBAR, AKA JOHN PEREIRA DE ESCOBAR
Hearing on Probate of Will and for Letters Testamentary:
Will is self-proving.
Recommend approval of petition.  
Recommend Inventory Review Hearing 12/11/25 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).

PR-25-000475 ESTATE OF JEFFERY DAVID FENDLEY
Hearing on Petition for Letters of Administration:
Please be advised that the heading of petitioner’s pleadings has not reflected the correct address for this court. This court is located at 801 10th Street, Modesto, CA. The clerk’s office is located on the fourth floor and the courtroom, Department 22, is located on the 6th. Please take care when providing notice that it reflects the correct addresses.
•    Petition item 8 did not include the name and date of death of decedent’s late spouse.
•    Form DE-121 Notice of Petition to Administer Estate not on file.
•    Affidavit of publication not on file. See Local Rule 8.12.
•    Form DE-150, Proposed Letters, not submitted.
Recommend continuance to 08/22/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-25-000479 ESTATE OF DONALD RAY HEFFNER, AKA DONALD R. HEFFER, DON HEFFNER
Hearing on Petition for Letters of Administration:
No defects in the petition; notice appears complete.
Recommend continuance to 06/17/25, to coincide with hearing already set, for the court to determine if bond has been waived by decedent’s intestate heirs.
Appearance not required (by VCourt if preferred).

THURSDAY, JUNE 12, 2025

Department 22
8:30 a.m.

PR-22-000857 ESTATE OF GWENDOLYN LORRAINE BROUILLARD, AKA GWENDOLYN L. BROUILLARD, GWEN BROUILLARD
Discharge Review Hearing:
Pursuant to the Status Report file-marked 06/02/25 and the Supplemental Accounting file-marked 06/02/25, the personal representative seeks to and has retained approximately $32,740.73 of estate assets without the court’s prior authorization as required by Local Rules 8.68 and 8.92. Had the PR obtained the court’s approval to retain this amount, pursuant to Local Rule 8.92 C, the court would have set an account review hearing and not a discharge review hearing, and the PR would have been required to file a supplemental accounting for hearing and give notice thereon. Accordingly, Examiner recommends the court set a hearing on the Supplemental Accounting file-marked 06/02/25, to be heard 10/01/25, and order the PR to give notice thereon pursuant to statute and rule, as well as filing proof of service of the Status Report.
Appearance not required (by VCourt if preferred). 

PR-23-000349 ESTATE OF PAMELA C. NYEGAARD
Discharge Review Hearing:
•    Receipts of distribution on file from eight of the nine distributees. Receipt not on file from distributee M. Steven B.
•    The receipts of distribution to the eight heirs do not agree with the court’s order:
    o    Receipts of distribution to D. Heckendorf, C. Calloway, R. Nyegaard, D. Frymire, C. Frymire, and N. Bankston. were each $2,603.90 less than court’s order.
    o    Receipts of distribution to the two organizations were each $3,905.85 less than court’s order.
Appearance by counsel required (by VCourt if preferred).

PR-23-000502 ESTATE OF GEORGE LOUIS WANNER
Discharge Review Hearing:
See Local Rule 8.92. Form DE-295, Ex Parte Petition for Final Discharge and Order, not yet submitted at time of review.
Recommend continuance to 08/21/25 to allow time for above pleading to be submitted.
Appearance not required (by VCourt if preferred

PR-23-000509 ESTATE OF JULIA ANN McCLEERY
Discharge Review Hearing:
See Local Rule 8.92 and Judicial Council Form DE-295.
Receipts of distribution not on file [see Pr. Code section 11753(b)].
Consider downloading the form from https://selfhelp.courts.ca.gov/jcc-form/DE-295. 
Appearance by Administrator (self-represented) required (by VCourt if preferred).

PR-23-000857 ESTATE OF ANNAMARIE FACHA, AKA ANNA MARIE FACHA
Discharge Review Hearing:
See Local Rule 8.92.
Receipts on distribution not on file.
Ex Parte Petition for Final Discharge not yet submitted.
Appearance by counsel required (by VCourt if preferred).

PR-24-000973 MATTER OF RANCAÑO 2015 REVOCABLE TRUST
Hearing on Petition to Confirm Trust Asset continued from 01/09/25, 05/13/25:
•    Notice of Hearing file-marked 05/22/25 reflects notice was defective: untimely.
•    Proposed Order not yet submitted.
Once Notes are cured, matter will be submitted to court for determination.
Recommend continuance to 08/22/25 to allow time to perfect notice.
Appearance not required (by VCourt if preferred).

PR-21-001327 ESTATE OF ANECIA LEARY
Hearing on Petition for First and Final Account and Report of Administrator and Petition for its Settlement, for Allwoance of Statutory Attorney Fees, Administrative Commissions, for Reimbursement to Attorney and for Final Distribution:
Informationally, please see Local Rules 8.68 and 8.92 regarding the amount of the requested reserve. This is not a defect.
•    Statement regarding family/affiliate relationship omitted [see PrC§1064(a)(4)].
•    Report (page 2, lines 7-9) omits clear statement of compliance with PrC§9050 or a statement that there are no creditors known or reasonably ascertained. See PrC§9053(d). What were the results of the administrator’s “reasonable efforts”?
•    Administrator reports that notice to Franchise Tax Board was not required in this matter. Notice to the FTB is mandatory in all such matters [see PrC§9202(c) and Local Rule 8.83 G].
•    Report (page 3, lines 1-4) reflects that a Supplemental Inventory and Appraisal was concurrently filed. No such pleading appears to have been filed.
•    Report (page 5, lines 4-8) reflects that the administrator made preliminary distributions of cash to three of the eight heirs. Did he serve a Notice of Proposed Action for these distributions? See PrC section 10520.
•    Report (page 6, line 12) does not appear correct. A Request for Special Notice was filed on 02/05/24.
•    Notice of Proposed Action must be filed, with affidavit of mailing attached, per Local Rules 8.83 N and 8.100.
•    Schedule C-1 (Disbursements): ATM withdrawal is a method of transfer, not a payee. Does the administrator know who withdrew $160.00 from that account 9 days after the decedent passed, and why?
•    Schedules I and J (proposed distributions) leave $4,684.67 undistributed. Is the administrator intending to add that amount to the reserved funds, thus reserving $19,684.67? 
•    Notice of Hearing file-marked 05/27/25 gave the incorrect address for this court. This court is located at 801 10th Street, Modesto. The clerk’s office is located on the Fourth floor, and this courtroom, Department 22, is located on the Sixth floor.
•    Proposed Order not yet submitted.
Recommend continuance to 10/01/25 to allow time to cure defects, provide notice to the Franchise Tax Board pursuant to statute and give them time to respond.
Appearance not required (by VCourt if preferred).

PR-22-001293 ESTATE OF CYNTHIA MARIE DIAZ-DIAMOND
Hearing on Final Account and Report, Waiver of Accounting and Petition for Final Distribution: 

Technical defects with the pleading:
•    Verification omitted personal representative’s signature and date of her signature (See California Rule of Court 7.103, California Code of Civil Procedure sections 2015.5, 446).
•    Statement regarding family/affiliate relationship was omitted [see PrC§1064(a)(4)].
•    Statement regarding interest bearing accounts was omitted [see PrC§1064(a)(5)].
•    Statement regarding Property Tax Certificate [Probate Code 8800(d) (re: change of ownership statement)] was omitted.
•    List and description of the costs of administration was omitted (see Local Rules 8.69, 8.83K).
•    Personal representative did not include either a request for statutory compensation or a statement that she has waived compensation in this matter (see Local Rules 8.69, 8.83 J).
•    Report does not include statement that by her signature thereto, the personal representative waives an accounting of the estate.
•    Report did not include allegation regarding creditor’s claims. Please review Probate Code section 10900, California Rules of  and Local Rule 8.83 B.
•    Report omitted the characterization of decedent’s property (whether the asset was decedent’s separate property or community property).
•    Petition did not include the description of the property on hand for distribution, including the legal description and assessor’s parcel number of the real property, nor the order of specific distribution sought. See CRC 7.651, Local Rule 8.83M.
•    Report did not address the status of the allowed Creditor’s Claim from the IRS. Notice of Hearing not on file for creditor (Probate Code §§ 48, 9250, 11640, 11429; California Rule of Court 7.401).
•    Notice of Hearing not on file (PrC §§ 10830, 11000, 11601).
•    Proposed Order not yet submitted.

Material defects with the pleading:
The report includes an allegation that the estate is insolvent, however the sole asset of the estate was a piece of real property, which the personal representative alleged she had already transferred to herself (without the court’s prior authorization). Did the personal representative pay the creditor’s claim to the U.S. Internal Revenue Service? If not, the court’s recourse may be to order the personal representative to transfer the property back to the estate, order the property sold, and order the personal representative to use the sale proceeds to pay the Creditor’s Claim.

Recommend continuance to 10/07/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-24-000148 ESTATE OF TIMOTHY ALLEN OWNBY, SR
Hearing on PrC§12200 Status Report of Administration:
Notice appears complete. 
Recommend court set a further Account Review Hearing 06/10/26.
Appearance not required (by VCourt if preferred).

PR-25-000125 MATTER OF THE TESTAMENTARY TRUST OF JAMES A. HIGGINS
Hearing on Petition for Order for Support of Beneficiary:
Please file a copy of judicial decree that established the testamentary trust, e.g., the Order for Final Distribution filed in the decedent’s estate court proceeding. See CRC rule 7.650.
Please clarify that this court is the proper venue for this proceeding. Where is the principal place of administration of the trust? See PrC§17005(a)(1).
Proposed Order contains findings that do not agree with the petition: see lines 15 through 18, and lines 24 through 27 on page 3 of the order.
Proposed Order contains an order that was not included in the prayer of the petition: see lines 12 through 14 on page 4 of the order.
Recommend continuance to 07/31/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

ADD-ONS

PR-23-000531 ESTATE OF RAMESH CHAND
Inventory Review Hearing continued from 02/11/25, 06/05/25:
Final Inventory and Appraisal on file.
•    I&A item 6 (counsel’s statement regarding bond) does not appear correct, as the court required a bond be posted in this matter and the bond is on file with the court.
•    Current bond does not appear sufficient. Personal Representative did not file ex parte for increase of bond [PrC§8480(c), CRC 7.204].
Appearance by counsel required, to address bond (by VCourt if preferred).

PR-24-000709 ESTATE OF CONSUELO GLADYS QUINTERO
Inventory Review Hearing continued from 06/04/25:
Final Inventory and Appraisal on file. Current bond does not appear sufficient. 
Ex parte Application and Order for increase of bond [PrC§8480(c), CRC 7.204] has been reviewed and is recommended for approval.
Recommend Account Review Hearing 02/04/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

FRIDAY, JUNE 13, 2025

Department 22
8:30 a.m.

PR-20-000786 ESTATE OF ISABEL YALLI, AKA ISABELL YALLI
Hearing on Fourth PrC §12200 Status Report continued from 01/23/25, 04/17/25: 
Notice appears complete. 
Recommend court set a further Account Review Hearing 12/16/25.
Appearance not required (by VCourt if preferred).

PR-22-000785 ESTATE OF ANA ROSA SERRANO
Hearing on Second Amended (file-marked 02/13/25) Final Report of Administrator on Waiver of Account and Petition for Allowance of Statutory Compensation to Attorney and Administrator and for Final Distribution continued from 07/24/24, 10/03/24, 01/29/25, 03/07/25, 05/02/25:
•    Date and place of mailing both omitted from Notice of Hearing file-marked 05/05/25 (item 4 on page 2).
Recommend continuance to 08/22/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-22-001133 ESTATE OF KIM LUANA CHENAULT, AKA KIM L. CHENAULT, KIM CHENAULT, KIM LUANA WEBSTER, KIM L. WEBSTER
Hearing on Order to Show Cause issued 04/11/25:
Order to Show Cause will be discharged as prior note has been cured.

Hearing on Petition for Final Distribution on Waiver of Accounting and Request for Administrator’s Statutory Compensation continued from 02/27/25, 04/11/25:
Prior Notes have been cured.
Recommend approval of petition.
Recommend Discharge Review Hearing 12/18/25 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-22-001165 ESTATE OF CLIFFORD HENRY VILMUR  
Hearing on Petition for Final Distribution, Settlement of First and Final Account, Allowance of Compensation of Personal Representative and Allowance of Attorney’s Fees Waiver of Account continued from 04/10/25:
Nothing filed since previous hearing. Prior Note remains:
•    The calculation of statutory compensation does not appear correct; the Report reflects the fee base was pulled from the Final Inventory and Appraisal, however the amount reported (paragraphs 14 and 20) was from the Reappraisal for Sale filed on the same date (the property was ultimately not sold). The fee base must be pulled from the Final I&A, to wit: $237,000.00.
•    Proposed Order not yet submitted.
Appearance by counsel required (by VCourt if preferred).

PR-23-000659 ESTATE OF ENRIQUE GARCIA BENAVIDES, AKA HENRY BENAVIDES
Hearing on First and Final Report of Personal Representative on Waiver of Account and Petition for its Settlement, for Allowance of Compensation for Ordinary Services, and for Final Distribution continued from 04/08/25:
Notes have been cured.
Recommend approval of Report and Petition as supplemented.
Recommend Discharge Review Hearing 12/18/25 pursuant to Local Rule 8.92.
Appearance by counsel and Guardian ad litem required (by VCourt if preferred).

PR-25-000035 ESTATE OF YVONNE ANNEATTE ALLEN, AKA YVONNE A. ALLEN
Hearing on Petition for Probate of Will and for Letters Testamentary continued from 02/27/25, 04/11/25:
Continued from 04/11/25 on the court’s own motion to allow time to cure defects.
Hearing required.
Appearance by counsel required (by VCourt if preferred).

PR-25-000175 ESTATE OF ROBERT RICHARD BLASE
Hearing on Petition for Letters of Administration continued from 04/10/25:
Prior Notes have been cured.
Recommend approval of petition.
Recommend Inventory Review Hearing 12/16/25 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).

PR-25-000274 ESTATE OF JUAN MANUEL ARRIAGA
Hearing on Petition for Letters of Administration continued from 05/06/25:
Some defects cured. Prior notes remain:
•    Waivers of bond not on file for all intestate heirs (Specifically, Juan Arriaga). (see Probate Code section 6401.  
    o    Minor heir’s custodial parent does not appear to have authority to waive bond on minor’s behalf. Guardian ad litem has not been appointed. Bond may be required.  Minimum bond would be $20,000.00 pursuant to Local Rule 8.33, maximum bond would be $565,800.00 pursuant to estimated value of estate.
Bond may be required at the court’s discretion.  Minimum bond Submitted to court for determination once other defects are cured.
•    One of the heirs is a minor. A Guardian ad Litem may be necessary.  
Recommend continuance to 10/31/25 at petitioner’s request to allow time for minor beneficiary to reach the age of majority.
Appearance not required (by VCourt if preferred).

PR-25-000298 ESTATE OF SOTERO S. RAMOS, AKA SOTERO SILVEIRA RAMOS, AKA SOTERO RAMOS
Hearing on Petition for Probate of Will and for Letters Testamentary continued from 05/08/25:
Will is self-proving.
Nothing filed since last hearing. Prior note remains:
•    Form DE-121, Notice of Petition to Administer Estate, omitted the foreign consulate (PrC§8113, Local Rule 8.16).
    o    Proof of Service was filed to foreign consulate. This is not the correct way to cure this defect.  Form DE-121, Notice of Petition to Administer Estate, is not on file for proof of notice to the consulate.
Recommend continuance to 08/01/25 to allow time to perfect notice.
Appearance not required (by VCourt if preferred).

MONDAY, JUNE 16, 2025
Department 22 
There are no decedent's estates or trusts on calendar

TUESDAY, JUNE 17, 2025

Department 22
8:30 a.m.

PR-23-000437 ESTATE OF KENNETH BEDORE
Hearing on First and Final Account/Waiver of Account and Report of Executor, Petition for Final Distribution continued from 02/04/25, 02/13/25:

Recommend court deem the “(Waiver of Account) and Report of (Executor/Administrator), and Petition for Final Distribution” file-marked on 05/27/25 to be the “First Amended Report of Administrator on Waiver of Account and Petition for Final Distribution”, which amends the pleading file-marked on 09/26/24.

Report reflects that the Executor transferred most assets of the estate, (real property, vehicles, furnishings) to the heirs more than a year ago without having first either received the court’s authorization for such a distribution, or giving a Notice of Proposed Action (when appropriate). Transfer of assets out of the estate without authority may be grounds for surcharge and/or removal of the Executor from office. Recommend court order the Executor to file a receipt of distribution signed by the other acknowledging that she received all the property that was allegedly transferred to her in 2023 as reported by the Executor.

Prior Notes remain:
•    Itemization of costs of administration was omitted (see Local Rules 8.69, 8.83K).
•    Proposed order not yet submitted.

Please see California Rules of Court rules 7.3 and 7.53 as to the appropriate mechanism for addressing these Probate Notes.

Recommend continuance to 09/04/25 to allow time to cure defects. 
Appearance not required (by VCourt if preferred).

PR-23-001343 ESTATE OF KATRINA LOCKETT
1) Hearing on Petition for Approval of Creditor Claim of the Personal Representative:
Notice appears complete.
Recommend approval of claim for $3,235.00 as sought.
Need Order After Hearing.

2) Account Review Hearing:
Recommend court drop Account Review Hearing from calendar.

3) Hearing on First and Final Report and Account of Personal Representative and Petition for its Settlement, for Allowance of Statutory Compensation to Personal Representative and Counsel for Personal Representative, for Allowance of Extraordinary Compensation to Counsel for Personal Representative, for Withhold, for Costs and for Final Distribution continued from 03/20/25:
Prior Notes have been cured or otherwise addressed.
Request for extraordinary attorney compensation submitted to court for determination. Paralegal’s hourly rate exceeds county norms. 
•    New proposed Order required no matter the court’s ruling on the extraordinary fees, as the Order submitted 03/14/25 did not include the specific distributions to the heirs, or the distribution to the Victim Compensation Board.
Appearance by counsel required (by VCourt if preferred). 

Proposed reserve of $11,500.00.
(See Exhibit A of 03/14/25 supplement for breakdown)
Statutory compensation: $11,687.36.
Attorney’s extraordinary fees: $6,412.50. (14.25 hours at $450/hour)   
Paralegal’s extraordinary fees: $778.05. (3.99 hours at $195/hour)

PR-24-000070 ESTATE OF WESLEY D. RAPER
Account Review Hearing:
•    Neither Petition for Final Distribution nor (Second) PrC§12200 Status Report are on file at the time of review.  See Local Rule 8.82. 
Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 90 days if estate is not in a position to be closed.
Recommend continuance to 10/21/25 to allow time for filing of above pleadings. 
If neither pleading is on file by the next hearing date, the court may issue an order to show cause for personal representative to appear pursuant to PrC§12202.
Appearance not required (by VCourt if preferred).

PR-24-000086 ESTATE OF GEORGE EDWARD COSTA, JR.
(1)    Hearing on First Amended (file marked 06/02/25) 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 continued from 04/17/25:
Prior defects cured.
•    Need new order to correct defects in the proposed order submitted 04/03/25:
    o    Correct title of petition in caption and on Lines 16, 17, and 18.
    o    Omnibus clause not clearly stated.
Recommend approval of petition.
Recommend Discharge Review Hearing 12/18/25 pursuant to Local Rule 8.92.

(2)    Account Review Hearing:
Recommend court drop Account Review Hearing.
Appearance not required (by VCourt if preferred).

PR-24-000593 ESTATE OF VIVIAN ELIZABETH WHEELAND, AKA VIVIAN ELIZABETH PETRA OLSON
Inventory Review Hearing continued from 02/06/25:
Prior Notes remain:
•    Letters Issued 08/09/24.  Inventory and Appraisal (I&A) due 12/09/24.
•    On 02/06/25, the court ordered the I&A be filed within thirty days. I&A not on file.
Recommend court issue an Order to Show Cause to personal representative to be personally present to receive the court’s order. 
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 (self-represented) mandatory. Anyone appearing at this hearing may do so either in person or by telephone, by VCourt, if preferred.

PR-24-000770 ESTATE OF JOYCE L. KESLER
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Petition for Final Distribution has been filed and set for hearing on 06/26/25.
Hearing of 06/26/25 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-24-001034 ESTATE OF LETA MAZINE LUTZ, AKA LETA M. LUTZ, AKA LETA LUTZ
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.
Recommend Account Review Hearing 02/19/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-24-001082 ESTATE OF DAVID OWENS
Inventory Review Hearing:
REVIEW IN PROGRESS. PLEASE CHECK BACK.

PR-24-001186 ESTATE OF KATHLEEN ROSE HARLAN, AKA KATHY R. HARLAN, AKA KATHY HARLAN
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.
Recommend Account Review Hearing 02/19/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-24-001193 ESTATE OF JOSEPHINE RODRIGUEZ TORRES
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 02/18/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-18-000116 ESTATE OF GUADALUPE A. OROZCO, AKA LUPE OROZCO   
Hearing on Report of Sale and Petition for Order Confirming Sale of an undivided 50% interest of 758 Oxen Street, Paso Robles, CA (A.P.N.: 009-778-017):
•    On a showing of good cause, the court may consider other terms if the deposit is under the minimum of 10% of the purchase price (Local Rule 8.60). Pursuant to the purchase agreement, there was no deposit, but “Consideration… shall be the full faith of the Buyer’s ability to perform under the terms of this Agreement.”
•    The affidavit of publication reflects the published Notice of Intention gave notice that the sale was to be made on 04/30/25. The petition (item 4c) reported that the sale was made on 04/29/25. Date of sale was reported to have been prior to the date on or after the sale was to be made, as reflected in the published Notice of Intention to Sell. See PrC§10306. Pursuant to Local Rule 8.55(2) "The published notice of sale of real property constitutes a solicitation for offers. A petition must not be filed and an offer must not be accepted prior to the date of sale specified in the published notice. If this situation occurs, the sale will be denied."
Submitted to court for determination.
Appearance by petitioner’s counsel required (in person only).

PR-21-000487 ESTATE OF GREGORY ALAN HANTZ
Hearing on Petition for Final Distribution; for Order on First Account; for Approval of Statutory Personal Representative’s Fees; for Approval of Statutory Attorneys’ Fees; for Approval of Costs; for Extraordinary Fees:
REVIEW IN PROGRESS. PLEASE CHECK BACK.

PR-23-000727 ESTATE OF DEAN ROBBINS, JR.
Hearing on First and Final Account and Report of Administrator and Petition for its Settlement, for Allowance of Statutory Compensation to Administrator and Attorney, and for Final Distribution:
REVIEW IN PROGRESS. PLEASE CHECK BACK.

PR-23-001041 ESTATE OF DELBERT TINSLEY, AKA DELBERT DWANE TINSLEY, DELBERT D. TINSLEY
Hearing on PrC§12200 Status Report of Administration:
Notice complete.
Recommend court allow estate to remain open and set a further Account Review Hearing 04/30/26.
Appearance not required (by VCourt if preferred).

PR-24-000433 ESTATE OF JOAN HELENE BELLO
Hearing on First and Final Account and Report of Executrix; Petition for Order: 1) Settling Account and Approving Report of Executrix; 2) Allowing Statutory Compensation; 3) for Final Distribution:
REVIEW IN PROGRESS. PLEASE CHECK BACK.

PR-24-000952 ESTATE OF FRANK BERNHARD MARKS, JR., AKA FRANK B. MARKS, JR.
Hearing on First and Final Report of Executors and Petition for its Settlement, for Allowance for Trustees to Pay Expenses Out of the Trust Corpus, Allowance of Statutory Compensation to Executors, for Allowance of Statutory Compensation to Attorneys, for Reimbursement to Attorneys of Costs Advanced and for Final Distribution:
Recommend approval of petition.
Recommend Discharge Review Hearing 12/18/25 pursuant to Local Rule 8.92.
Recommend court vacate Account Review Hearing 12/11/25.
Appearance not required (by VCourt if preferred).

PR-25-000128 REVOCABLE LIVING TRUST OF SALLY C. RAMIREZ
Hearing on Petition for Modification of Trust Due to Changed Circumstances PrC §17200:
If no one appears to object, recommend approval of petition.
•    Need Order.
Appearance not required (by VCourt if preferred).

PR-25-000479 ESTATE OF DONALD RAY HEFFNER, AKA DONALD R. HEFFER, DON HEFFNER
1) Hearing on Petition for Order: 1) Deeming Jeannie Heffner as Predeceased; and 2) Waiving Notice and Bond Waiver for Jeannie Heffner:
Notice appears complete.
Request for Judicial Notice file-marked 05/12/25.
Submitted to court for determination.

2) Hearing on Petition for Letters of Administration continued from 06/11/25:
No defects. Trailing.

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

9:30AM

PR-21-001404 ESTATE OF ROBERT NELSON, AKA ROBERT G. NELSON, SR.
(Related case PR-22-000250)
Court Trial:
Appearances mandatory.