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/Remotely 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.

Remote appearances on or after November 2, 2026, will be conducted using "UDC", a digital courtroom appearance system. For more information on how to appear by telephone, please see the section "Remote Appearances" on the home page of this website.

 

POSTED October 2, 2026
Proposed Local Rules revisions for Superior Court of California, County of Stanislaus, which will take effect January 1, 2027, 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.

THURSDAY, NOVEMBER 05, 2026 

Department 24
8:30 a.m.

2200258 THE NICOLL & EDITH GALBRAITH TRUST
Discharge Review Hearing continued from 08/20/26:
On 08/20/26, the Court continued this hearing at request of the petitioner to allow time for receipt of bond refund.  Declaration regarding bond not yet on file.
Recommend continuance to 02/11/27 to allow time for receipt of the above pleading.
Appearance not required (remotely if preferred)

Department 22
8:30 a.m.

PR-26-000907 ESTATE OF ROSE LOTTE DRIGGS
Hearing on Original Petition (file-marked 08/31/26) for Letters of Administration continued from 09/29/26:
An ex parte order approving request to withdraw the amended petition was file-marked 10/22/26.
Prior Notes as to original petition have been cured.
Recommend approval of original petition (file-marked 08/31/26).
Recommend Inventory Review Hearing 05/05/27 pursuant to Local Rule 8.41 B.
Appearance not required (remotely if preferred).

2201131 MATTER OF JUAN JUACHE SPECIAL NEEDS TRUST
Account Review Hearing:
Fifth Account and Report of Trustee has been filed and set for hearing 01/21/27.
Hearing of 01/21/27 will be confirmed.
Appearance not required (remotely if preferred).

439659 DAVID FLUENCE SPECIAL NEEDS TRUST
Hearing on Eighth Biennial Accounting of Trustee and Petition for its Approval continued from 10/01/26:
In future accountings, please ensure the Schedules of Receipts/Disbursements include both payor/payee and purpose and not only one or the other; Disbursement Schedule included a disbursement for purpose of the beneficiary’s name, which is not a purpose but perhaps was the payee.
In future accountings, please remember that Local Rule 8.101.1 was amended to require notice of hearing be given to the Department of State Hospitals and not the Department of Mental Health Services. See also PrC§§3604-5.
Recommend approval of accounting and petition.
Recommend court set Account Review Hearing 07/27/2028.
Appearance not required (remotely if preferred.)

PR-18-000293 MELISSA NICOLE LINHARES SPECIAL NEEDS TRUST
Account Review Hearing continued from 07/07/26:
Fifth Account Current and Report of Trustee has been filed and set for hearing 02/02/27.
Hearing of 02/02/27 will be confirmed.
Appearance not required (remotely if preferred).

PR-23-001010 ESTATE OF LINDA LEE WATT
(1)    Order to Show Cause issued on 04/02/26 to Robin Groves continued from 08/05/26:
To appear and show cause for failure to appear at the 0/8/05/26 hearing, failure to file an account as directed and for possible surcharge and removal.
ON 08/05/26, the Court suspended the Administrator and referred matter to Public Administrator. 

(2)    Account Review Hearing continued from 04/02/26, 08/05/26:
Petition for Final Distribution has been filed by the Administrator and set for hearing on 12/08/26.
Hearing of 12/08/26 will be confirmed.
Appearance by Administrator and County Counsel required (remotely if preferred).

PR-24-001020 ESTATE OF JOSE MARAVILLA, JR.
(1)    Order to Show Cause issued 08/05/06 to Administrator, Estrella Moreno:
To appear and show cause why she should not be sanctioned or removed from office and to be personally present to receive the court’s order.

(2)    Account Review Hearing continued from 03/05/26:
Letters issued 05/09/25. Inventory and Appraisal due 09/09/25.
Nothing filed since previous hearing.
Final Inventory and Appraisal not on file.
On 11/12/25, the court ordered personal representative to file the Final Inventory and Appraisal within 90 days.
On 03/05/26, the personal representative presented a signed Inventory and Appraisal by Steven Pallios in open court. The Court directed personal representative to file the  Final Inventory and Appraisal.  Inventory and Appraisal is not on file.
On 08/05/26, the Court ordered 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.
•    Neither Petition for Final Distribution nor PrC§12200 Status Report are on file at the time of review.  See Local Rule 8.82. 
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
Please review your responsibilities in the Duties and Liabilities, Form DE-147, you signed and filed.
Appearance by Administrator (self-represented) required (remotely if preferred).

PR-24-001144 ESTATE OF CHARLES JOSEPH RUSSELL, AKA CHARLES J. RUSSELL
Inventory Review Hearing continued from 08/11/26:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 05/05/27 pursuant to Local Rule 8.82.
Appearance not required (remotely if preferred).

PR-26-000252 ESTATE OF KIMBERLY DAWN RAMOS, AKA KIM D. KUHN
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 07/08/27 pursuant to Local Rule 8.82.
Appearance not required (remotely if preferred).

PR-26-000503 ESTATE OF ANA CARDENAS
Hearing on Petition to Determine Succession continued from 06/25/26, 07/31/26:
Nothing has been filed since before the first continuance. Prior Notes remain:
•    Part of petition item 17 was completed, indicating that the decedent’s estate may have been under either a guardianship or a conservatorship at the time of decedent’s death. Please clarify.
•    Proof of mailing not on file for the Department of Health Care Services, nor Declaration that notice is not required (see Local Rule 8.17 and PrC§215).
Recommend court set deadline for defects to be cured or the case may be dismissed.
Appearance by counsel required (remotely if preferred).

PR-26-000603 ESTATE OF BEVERLY WAHLEN 
1.    Hearing on Amended Petition (file-marked 09/21/26) for Letters of Administration (filed by Robert Wahlen) continued from 07/28/26:  

Defects in the Petition, Form DE-111:
•    Item 2b did not include the name of the proposed administrator.
•    Item 3e reflects that the will waives bond (but the petitioner is not seeking admission of any will to probate), and also that all heirs and beneficiaries have waived bond; but no bond waivers were attached to the petition or filed separately by this petitioner.
    o    Full bond would be $449,950.00 based on estimated value of decedent’s estate alleged in the petition. Please review Probate Code sections 8480 et seq. regarding necessity of bond, and Judicial Council Form DE-142, Waiver of Bond.
•    Item 3g(2)(c) was left blank (the relationship petitioner had with the decedent).
•    Item 5a(7) or (8) was left blank (existence of issue of a predeceased child).
•    Item 8 did not include the name and date of death of the decedent’s late spouse.

Defects in the file:
•    Affidavit of publication file-marked 10/26/26 reflects the published notice included a request to admit decedent’s will and codicils, if any, when the petition alleges decedent died intestate. See the FAQ regarding publication posted online here: https://www.stanislaus.courts.ca.gov/divisions/probate/probate-faqs 
    o    Republication will not be reimbursable.
•    New notice is required since the petitioner filed an amended petition (see California Rules of Court rules 7.3 and 7.53). Need new Form DE-121, Notice of Petition.
•    Please submit new proposed Letters. Form DE-150, Proposed Letters, submitted 09/21/26:
    o    Left-hand column: Item 2a was not checked (appointing Robert Wahlen as Administrator); item 2b(2) was checked instead, which does not appear correct.
    o    Right-hand column: Item 2 (INDIVIDUAL) was not checked; the affirmation is therefore incomplete.
•    Form DE-140, Proposed Order, submitted 09/08/26 was left nearly entirely blank. The petitioner must complete items 2b (date of death), 2c (petitioner alleged decedent died intestate), 3 (name of proposed personal representative), 3c (petitioner sought appointment as administrator), 4a (petitioner sought full IAEA authority), 5 (regarding bond or blocked account).

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

2.    Hearing on Competing Petition for Probate of Will and for Letters Testamentary (filed by Ronald Wahlen) continued from 09/23/26:
Prior Notes have been cured.
Hearing required.
Appearance by petitioner Robert Wahlen (self-represented), and by counsel for competing petitioner Ronald Wahlen required (remotely if preferred).

PR-26-000802 ESTATE OF PHILIP JAMES FINCHER
Hearing on Petition for Probate of Will and for Letters Testamentary continued from 08/19/26:
Will is self-proving.
Prior defects cured.
Recommend approval of petition and admission of Will to probate.
Recommend Inventory Review Hearing 05/06/27 pursuant to Local Rule 8.41 B.
Consider visiting the California Courts Self Help “inventory” page at
https://selfhelp.courts.ca.gov/probate/inventory-estimate-value and downloading forms from https://www.courts.ca.gov/forms.htm and please review your responsibilities in the Duties and Liabilities, Form DE-147, you signed and filed.
Appearance not required (remotely if preferred).

PR-25-000754 GEORGE GARY VENIOT LIVING TRUST DTD DECEMBER 5, 2006
Hearing on Respondent/Counter Petitioner, Dana Garth and Richard Pomares’, Motion to Set Aside the Court’s Revised Ruling Granting Motion Appointing Receiver Laurie Jamison or in the Alternative a Request for Termination of Receivership Based upon Change in Circumstances CCP section 473:
SEE TENTATIVE RULINGS, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…

PR-25-001347 ESTATE OF SUSANNE RIDGE
Hearing on Petition for Settlement of First and Final Account; for Final Distribution; and for Order Fixing and Allowing Attorney’s Fees:
Please supplement the pleading purs. to CRC rule 7.53 with a certified copy of Letters for the estate of the deceased heir.
•    Instead, the personal representative on 11/03/26 filed an uncertified copy of Letters not attached to a verified Declaration but filed with only a coversheet. 
Recommend continuance to 12/11/26 to allow time to file above pleading.
Recommend court vacate Account Review Hearing of 05/13/27.
Appearance not required (remotely if preferred).

PR-26-000077 ESTATE OF KAREN SMITHER, AKA KAREN LOUISE SMITHER
Hearing on Report on Waiver of Account, Petition for Allowance of Compensation to Attorneys for Ordinary Services, for Reimbursement of Costs Advanced and for Final Distribution:
Note has been cured.
Recommend approval of Report and Petition as supplemented.
Need new proposed Order: Order is not specific as to what assets are to be distributed to the distributee.
Recommend court vacate Account Review Hearing of 05/11/27.
Recommend Discharge Review Hearing 05/25/27 pursuant to Local Rule 8.92.
Appearance not required (remotely if preferred).

PR-26-000876 ESTATE OF GLORIA VIOLA GLUSHENKO
Hearing on Verified Cross-Petition to Invalidate a Grant Deed, Recover Estate Property, to Impose Constructive Trust, for Accounting, Fraud and Elder Abuse Remedies (filed by Guy A. Glushenko, David Glushenko, and Mark Glushenko):
•    Petition alleges Guy A. Glushenko to be decedent’s son. The attached Will does not name Guy as a beneficiary or descendant.  Please explain.
•    Attached to Petition is a copy of the Grant Deed transferring decedent’s interest to Paul Glushenko. What is the chain of title prior to the transferring deed? Please provide copies of prior deeds.
Appearance by counsel required (remotely if preferred).
 

PR-26-000962 EUGINA FIELDS 2020 REVOCABLE TRUST UAE NOVEMBER 10, 2020
Hearing on Petition for Order Confirming Trust Assets and Memorandum of Points and Authorities in Support Thereof (Probate Code section 850)
Recommend continuance to 11/10/26 to allow more time for review.
Appearance not required (remotely if preferred).
 

FRIDAY, NOVEMBER 06, 2026

Department 22
8:30 a.m.

PR-23-001268 IN THE MATTER OF JOE R. FERNANDES AND NELLIE E. FERNANDES FAMILY TRUST
Hearing on Court’s Motion to Dismiss:
This matter will be continued to 02/05/27 pursuant to the request of petitioner’s counsel.
Appearance not required (remotely if preferred).
 

PR-24-000480 ESTATE OF GLADYS MAE WOODS
Hearing on Waiver of Account and Report of Administrator, Petition for Final Distribution continued from 10/01/26:
Nothing filed since last hearing. Prior notes remain:
•    Schedule of Proposed Distribution not included, which is required even when accounting is waived. See Local Rules 8.69 and 8.83M.
•    Waivers of Accounting bearing notary’s acknowledgement not on file (Local Rule 8.69).
•    Paragraph 10 of the Report alleges that the personal representative sold the real property estate asset and it appears to have been done without first providing Notice of Proposed Action as was required by PrC§§10510, 10580 et seq., Local Rule 8.100).
o    Notice of Proposed Action must be filed, with affidavit of mailing attached, per Local Rules 8.83 N and 8.100.
•    Need itemized list of assets on hand.  Please refer to PC§1062f.  "(f) Itemized list of property on hand, describing each item at its carry value."  Also Local Rule 8.83M.  "The following shall be included in a report of administration, whether filing an account or waiver of account . . . .  A full and complete description of all assets on hand, including the legal description and assessor's parcel number.  Also, CRC7.651(b)(1) "Include the amount of cash on hand."
•    Caption of pleading appears inadequate as personal representative is also seeking ordinary compensation [see Probate Code § 10830, California Rule of Court 7.102, Local Rule 8.83L].
•    Itemization of costs of administration was omitted which is required whether or not reimbursement is requested (see Local Rules 8.69, 8.83K).
•    Notice of Hearing not on file (PrC §§ 10830, 11000, 11601).
•    Need Order.
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address these defects.
Recommend continuance to 12/11/26 to allow time to cure defects.
Appearance not required (remotely if preferred).

PR-24-000826 ESTATE OF MARY LOUISE GREGG HANEY
Account Review Hearing:
Petition for Final Distribution has been filed and set for hearing 12/09/26.
Hearing of 12/09/26 will be confirmed.
Appearance not required (remotely if preferred).

PR-25-000323 ESTATE OF WALLACE ALLAN FARLEY
2. Hearing on Motion to Quash Deposition Subpoena for Business Records or in the Alternative for a Protective Order; and for Sanctions continued from 07/14/26, 10/13/26:
SEE TENTATIVE RULINGS, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…

1.    Hearing on Court’s Motion to Dismiss (specifically, to dismiss the Petition to Determine Ownership of Real Property, to Void Wrongful Affidavit of Death of Joint Tenant, and for Related Relief:
If no one appears, the PrC§850 petition file-marked 12/16/25 will be dismissed.
Appearance not required (remotely, if preferred).

PR-25-001113 MATTER OF JENNIFER HAYES
Hearing on Court’s Motion to Dismiss (case):
If no one appears, case will be dismissed.
Appearance not required (remotely, if preferred).

PR-26-000481 ESTATE OF JULIO TEIXEIRA
Hearing on Second Amended Spousal Property Petition (file-marked 08/25/26) continued from 07/23/26, 09/15/26:
Prior notes have been cured.
Recommend approval of Second Amended Petition as supplemented.
Recommend court strike the superfluous attachments from the proposed Order (copies of prior recorded deeds), and sign the order with only Attachment 5a attached.
Appearance not required (remotely, if preferred).

PR-26-000863 ESTATE OF ESTHER DINAH CURTIS
Hearing on Petition for Probate of Will and for Letters of Administration with Will Annexed continued from 09/16/26:
Prior notes have been cured.
Submit to court’s determination: whether to require a bond, and the appropriate amount of bond. Per petitioner (either in the filed pleadings or stated in open court at the last hearing), the estate has an estimated value of $0.00 and petitioner seeks formal probate in order to substitute in for the decedent as party in open litigation.
Appearance by petitioner (self-represented) required. Anyone appearing at this hearing may do so either in person or remotely, by telephone.

PR-26-000876 ESTATE OF GLORIA VIOLA GLUSHENKO
(1)    Hearing on Petition for Probate of Will and for Letters Testamentary (filed by Paul Glushenko and Lupita Glushenko) continued from 09/16/26:
Objection filed – 10/02/26 by Guy Glushenko, David Glushenko, and Mark Glushenko.
•    Objection constitutes a Will contest; Proof of service of Summons not yet on file pursuant to PrC§8250, CCP§415.10 et seq.
Will is self-proving.  
Prior defects in the Petition cured.

(2)    Hearing on Verified Cross-Petition to Invalidate a Grant Deed, Recover Estate Property, to Impose Constructive Trust, for Accounting, Fraud and Elder Abuse Remedies (filed by Guy A. Glushenko, David Glushenko, and Mark Glushenko) continued from 11/05/26:
•    Petition alleges Guy A. Glushenko to be decedent’s son. The attached Will does not name Guy as a beneficiary or descendant.  Please explain.
•    Attached to Petition is a copy of the Grant Deed transferring decedent’s interest to Paul Glushenko. What is the chain of title prior to the transferring deed? Please provide copies of prior deeds.

Hearing Required.
Appearances required (remotely if preferred).
 

PR-26-000881 ESTATE OF WILLIAM STANLEY GLUSHENKO
Hearing on Petition for Letters of Administration (filed by Paul Glushenko) continued from 09/16/26:
Prior Notes have been cured.
Objection filed – 10/02/26, by Guy Glushenko, David Glushenko, and Mark Glushenko.
•    Objectors ask the court to continue this petition to trail the contested petition in related case PR-26-000876.
Appearance by counsel required (remotely, if preferred).

TUESDAY, NOVEMBER 10, 2026
Department 22
8:30 a.m.

2200342 THE VELMA L. BRISTOW TESTAMENTARY TRUST
Hearing on Fourth Account and Report; Request for Allowance of Attorney Fees and Trustee Fees continued from 11/18/25, 04/01/26, 08/12/26:
Prior defects cured. 
Recommend court approve request for bond increase by $105,571.50 for a total bond of $345,000.00.
Recommend continuance to 01/15/27 to allow time for supplemental bond to be filed prior to file-marking of Order Approving Account and Report (PrC§2320.2).
Need Order for the 01/15/27 hearing.
Appearance not required (remotely if preferred).

PR-25-000073 ESTATE OF ROLF BUCHELI
Account Review Hearing continued from 07/09/26:
A PrC§12200 Status Report of Administration has been filed and set for hearing 11/19/26.
The court will not be available on 11/19/26 and the hearing must be reset.
On its own motion, for reasons of court’s availability, the hearing of 11/19/26 will be vacated and reset to 01/08/27. Personal representative to give notice of the reset hearing date purs. to PrC§12201.
Appearance not required (remotely, if preferred).

PR-25-000077 ESTATE OF DON HENRY ANDRINO, AKA DON H. ANDRINO, DON ANDRINO
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 03/16/27 to allow time for filing of above pleadings. If neither pleading is on file by the next hearing date, the court may issue an order to show cause for personal representative to appear pursuant to PrC§12202.
Appearance not required (remotely, if preferred).

PR-25-000081 ESTATE OF PAMELA JOAN BARNUM, AKA PAMELA J. BARNUM
Hearing on Third Status Report of Administration; First and Final Account and Report of the Administrative Activities of Michael Deblois Barnum Sr., Deceased Executor:
Letters of Special Administration are in effect.

This appears to be an accounting on information of belief of the attorney for the deceased personal representative, purs. to PrC§10953. 
•    Notice of Hearing not on file for the alternate executor named in decedent’s will.
•    Notice of Hearing not on file for the successors-in-interest of the sole devisee of the will, the deceased personal representative.
•    Notice of Hearing not on file for the Special Administrator (the Public Administrator) appointed on 09/29/26, or his counsel (County Counsel).
•    On 09/29/26, the court directed the filing attorney to remit the remainder of the filing fee ($235.00) to the clerk’s office. The balance does not appear to have been paid.

Status Report of the Special Administrator on file; no proof of service was attached or filed separately.

Recommend court order the Special Administrator to serve a copy of the Report on Vincent Jamison. 
Recommend court inform counsel Jamison that if he wants further notice of any matters he is to file and serve a Request for Special Notice on the Special Administrator.
Recommend court order counsel Jamison to perfect notice or file declarations of due diligence purs. to CRC rule 7.52.
Recommend court again order counsel Jamison to remit the entire filing fee to the clerk’s office.
Recommend court direct the courtroom clerk to serve a copy of this Minute Order on counsel if either does not appear.
Recommend continuance to 03/17/26 to allow time to comply.
Since the next available date is so far out, recommend court direct the Special Administrator to file a second Status Report, with service, ten (10) court days in advance.
Appearance not required (remotely, if preferred).

PR-25-000411 ESTATE OF INEZ DEWESE DAVIS
Inventory Review Hearing continued from 08/05/26:
Final Inventory and Appraisal on file.
Recommend Account Review Hearing 04/08/27 pursuant to Local Rule 8.82.
Appearance not required (remotely, if preferred).

PR-25-001344 JOHN AND CAMILLE NELSON TRUST
Hearing on Petition Regarding Internal Affairs of a Trust, for Removal and Appointment of Trustee, for Accounting; for Disinheritance of Beneficiary; for Dependent Adult Financial Abuse; for Return Property Owned by Another; Double Damages; and for Attorney Fees continued from 03/25/26, 07/29/26:
Response/Objection filed – 07/22/26 (by Vanessa Vingrys, Trustee)
Prior defects in the petition have been cured.
•    Proposed order not yet submitted.
Pursuant to the Court’s ruling on Objector’s Motion for Separate Trial of Special Defenses, the parties shall meet and confer regarding whether a trial by declaration is acceptable to both sides. If so, they shall further confer regarding a focused briefing schedule. The parties shall submit by November 4, 2026, a joint status report that includes, if applicable, a proposed briefing schedule. The Court will then review the joint status report and address scheduling at the November 10, 2026 hearing on the petition. 
Joint Status Report is on file which defers to the Court how to proceed. 
Hearing Required.
Appearances required (remotely if preferred).

PR-26-000593 MATTER OF BROWN 2016 FAMILY TRUST
Hearing on Petition to Confirm Trust Property; to Compel Production of Accounting and Trust Records; for Elder Financial Abuse; Fraud; for Damages for Breach of Fiduciary Duty; for Double Damages; and for Attorney’s Fees and Costs continued from 07/30/26:
Nothing filed since previous hearing. Prior Notes remain:
• Petition does not appear to establish that this is the proper venue for this matter. See PrC§17005.
      o    Submit to court’s determination: petitioner filed a Supplement on 07/27/26 affirming appropriate venue purs. to PrC§§7050 and 8005(b)(1). Both of those statutes apply to decedent’s estates and not trusts.
• Exhibit C (Limited Power of Attorney) is not legible.
      o    Submit to court’s determination: petitioner filed a Supplement on 07/27/26 alleging that the copy of the letter in her possession is of the same quality and requested the court direct the respondent to file a legible copy.
• Exhibit D (doctor’s 2024 letter) is not legible. 
      o    Submit to court’s determination: petitioner filed a Declaration on 07/27/26 alleging that the copy of the letter in her possession is of the same quality.
• Petition seeks return of property to the Trust or to decedent’s estate.
      o    Submit to court’s determination: petitioner filed a Supplement on 07/27/26 asserting her standing as an “interested person” to seek return of property belonging to the decedent’s estate, when no estate proceeding has commenced.
Appearance by counsel required (remotely, if preferred).

PR-26-000733 ESTATE OF STEVEN FREDRICK GARCIA SR.
Hearing on Petition for Letters of Administration continued from 08/05/26:

Prior Notes remain, as to defects in the Petition, Form DE-111:
• Petitioner has included an allegation in the petition that decedent died intestate (without a will) and petitioner has included a request that decedent’s will be admitted to probate (item 2a). Those are contradictory.
• Item 5b box (“was”) was checked, alleging that the decedent was survived by a stepchild or foster child whom decedent would have adopted except for some legal barrier. Please identify the stepchild(ren) and/or foster child(ren) in item 8. 
• Item 8 must include the relationships those listed had with the decedent (i.e., child, grandchild). If any grandchildren are included, item 8 must identify their deceased parent through whom they inherit (i.e. the deceased child of the decedent who is the grandchild’s parent). See Local Rule 8.26. 
• Item 8 must include the deceased heirs, including the late spouse and any deceased children of the decedent, and their dates of death. If the petitioner does not know the exact date of death, please provide the approximate date of death. See Local Rule 8.26.

New Note:
• Please also file separately or attach to the petition a Declaration pursuant to Probate Code section 6454. The California Probate Code may be searched for online.
      o    A Declaration purs. to PrC§6454 was filed on 10/26/26; the Declaration refers to someone with the nickname or first name of “Dodie”; the Declaration does not provide the full name nor is there a person with the name “Dodie” in item 8 of the original petition.

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 (remotely, if preferred).

PR-26-000780 ESTATE OF JEFFERY ROGER CAUBLE
Hearing on Petition for Letters of Administration continued from 08/19/26:
Prior defects cured.
Waivers of bond [Form DE-142/DE-111(A-3e)] on file for all intestate heirs 
Recommend approval of petition as supplemented.
Recommend Inventory Review Hearing 05/11/27 pursuant to Local Rule 8.41B.
To learn next steps of probating a decedent’s estate, consider visiting the California Courts Self Help “inventory” page at
https://selfhelp.courts.ca.gov/probate/inventory-estimate-value and downloading forms from https://www.courts.ca.gov/forms.htm and please review your responsibilities in the Duties and Liabilities, Form DE-147, you signed and filed.
Appearance not required (remotely if preferred).

PR-22-000750 ESTATE OF WENDY D. MAYHUE, AKA WENDY DANELLE MAYHUE, WENDY DONELL MAYHUE
(1)    Hearing on Petition to Approve Settlement and Mutual Release (Probate Code §9837):
•    Notice of Hearing omitted notice to creditor, Stuart Jones.  See California Rules of Court rule 7.51(b) and Probate Code section 1214.
•    Need new order. Proposed order submitted 11/04/26 phrases the court’s finding regarding notice as “it is ordered and adjudged” rather than “the Court finds…”.
Recommend continuance to 12/02/26 to allow time to perfect notice.

(2)    Account Review Hearing continued from 09/30/26, 11/04/26:
•    Neither Petition for Final Distribution nor PrC§12200 Status Report are on file at the time of review.  See Local Rule 8.82. 
Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 90 days if estate is not in a position to be closed.
Recommend continuance to 03/16/27 to allow time for filing of above pleadings. 

(3)    Hearing on Petition to Compel Account PrC §10950 (filed by Stuart Jones) continued from 09/30/26, 11/04/26:
Prior defect cured. Notice appears complete.
If no one appears to object, recommend approval of petition.
•    Need new order.  Proposed order submitted 11/04/26 omitted a statement of the Court’s finding regarding notice [see PrC§1260].
Appearances not required (remotely if preferred).
 

PR-24-000404 ESTATE OF JOHN MARTINEZ AYOLT HETTINGA, AKA JOHN M.A. HETTINGA AKA JOHN HETTINGA
Hearing on Report of Sale and Petition for Order Confirming Sale of 5655 Woodland Avenue, Modesto, CA 93446 (APN 012-031-015-000):
Objection filed – 10/26/26 (by Wylmina Hettinga). 
•    Objection includes a separate causes of action which do not appear to be the proper vehicle for these claims: Complaint for Damages for Fraud and Intentional Misrepresentation, Breach of Fiduciary Duties, Elder Abuse and Demand for Jury Trial (Civil Complaint). Examiner notes the caption of the pleading on the face page lined out the words “Complaint for Damages for” which is initialed by the Objector; however, the remainder of the caption and the entirety of the pleading includes these causes of action. In addition, the Proof of Service of the Objection titles the pleading as “Complaint and Objection.” It is unclear how Objector wishes to proceed with her pleading.
Response to Objection filed – 11/05/26 (by Joel Hettinga)
Response to Response and Demand for Jury filed - 11/05/26 (by Wylmina Hettinga)

Submitted to the Judge for determination: 
Whether to issue strike the Objection and confirm the sale or allow time for Objector to Amend her pleading. 
Hearing required.
Appearance by counsel for petitioner mandatory (in-person only, CRC rule 7.452).
Appearance by objector (self-represented) required. (remotely, if preferred).
 

PR-24-000475 ESTATE OF RAUL ARRIAGA ZAMORA, AKA RAUL ZAMORA SR., RAUL ZAMORA, RAUL A. ZAMORA
Hearing on Motion to Grant Full Authority:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…

Hearing on Second PrC§12200 Status Report of Administration:
Notice appears complete.
Recommend court allow estate to remain open and set a further Account Review Hearing 05/04/27.
Appearance not required as to hearing on Status Report; please separately confirm if the tentative ruling requires appearances (remotely, if preferred).

PR-25-000507 ESTATE OF JAMES E. BROCK 
Hearing on Waiver of Accounting; Report of Administration; Allowance of Compensation to Attorney for Ordinary Services; Request for Reimbursement to Attorney for Costs Advanced; and Petition for Final Distribution:
Notes have been cured.
Recommend court terminate the Fee Waiver and direct the Administrator to pay previously waived fees, now that the estate has sufficient funds. Recently filed pleading from counsel indicates a check has been drafted and mailed to the clerk’s office.
Recommend continuance to 01/06/27, to coincide with Account Review Hearing already set, to allow time to pay court costs.
Appearance not required (remotely, if preferred).

PR-25-000890 ESTATE OF THELMA JEAN SOUZA
Hearing on Petition for Settlement of First and Final Account and Final Distribution, Allowance of Compensation to Administrator and Attorney, Allowance of Costs to Attorney and Authorization to Withhold Funds:
Recommend approval of Petition and Account.
Recommend court vacate the Account Review Hearing of 12/02/26.
Recommend Discharge Review Hearing 05/25/27 pursuant to Local Rule 8.92.
Appearance not required (remotely, if preferred).

PR-26-000977 MATTER OF DONALD H. SCOTT AND MARGARET D. SCOTT FAMILY TRUST, AND THE SUB-TRUST KNOWN AS JANET E. SCOTT TRUST
Hearing on Petition for Order to 1) Approve Settlement Agreement; 2) Approve Appointment of Successor Trustee of the Sub-trust; 3) Approve Modifications to the Trust:
• A copy of the acceptance of the proposed successor Trustee, Heather Fisher, is not on file (or attached, as was alleged in the petition paragraph 14). Please file a copy of the fiduciary’s acceptance and consent.
• The petitioner alleges (petition paragraph 20) that the sub-Trust known as “Janet E. Scott Trust” did not name an “available successor trustee”; please clarify, as Article Nine of the Family Trust is the only provision identifying any successor Trustee at all, including the present petitioner who has in this pleading held himself as the current Trustee of the sub-Trust, and Article Nine identifies two alternate successor Trustees if the petitioner “for any reason” fails to qualify or ceases to act as Trustee.
      o    Recommend court require notice of hearing be given to the alternate successor Trustees named in the Family Trust: Dona C. Nagel and Diane Ericson Bravo.
• It appears necessary that the court set a bond pursuant to PrC§15602(a)(3), however the petition did not request a bond nor did it allege the amount of bond that would be appropriate.
• Notice of Hearing appears incomplete and defective:
      o    Proof of service of notice not on file for beneficiary Janet Scott; notice given to a person represented by an attorney must be given to both the person and her attorney. See CRC rule 7.51(b) and PrC§1214.
      o    Notice of Hearing file-marked 09/16/26 omitted both the date of mailing and the place of mailing (item 4 on page 2).
Recommend continuance to 01/22/27 to allow time to cure defects, perfect notice.
Appearance not required (remotely, if preferred).

ADD ON:

PR-26-000962 EUGINA FIELDS 2020 REVOCABLE TRUST UAE NOVEMBER 10, 2020
Hearing on Petition for Order Confirming Trust Assets and Memorandum of Points and Authorities in Support Thereof (Probate Code section 850) continued from 11/05/26:
•    Paragraph 4 (pages 2-3), recite two stocks which do not agree with Morgan Stanley’s statement.
    o    Line 17 reflects B&G GOODS, INC; statement recites the name as B&G Foods, Inc.
    o    Line 25 reflects First Rep BK San Fcisco 5.5%; statement recites the name as FIRST REP BK SAN FCSCO 5.5%
•    Need new order:
    o    Line 10 reflects B&G GOODS, INC; statement recites the name as B&G Foods, Inc.
    o    Line 26 reflects First Rep BK San Fcisco 5.5%; statement recites the name as FIRST REP BK SAN FCSCO 5.5%
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address these defects.
Recommend continuance to 12/04/26 to allow time to address the above defects.
Appearance not required (remotely if preferred).
 

THURSDAY, NOVEMBER 12, 2026 
Department 22
8:30 a.m.

PR-22-001172 ESTATE OF BRENDA GAIL MILLER
(1)    Order to Show Cause issued 08/13/26 to Julienne Nucum, Esq.:
To appear and show cause for why sanctions should not be issued and for possible sanctions for failure to appear at the 08/13/26 hearing and failure to file pleadings as directed.

(2)    Order to Show Cause issued 08/13/26 to Melissa Renee Nethercott:
To appear and show cause for why sanctions should not be issued and for possible sanctions for failure to appear at the 08/13/26 hearing and failure to file pleadings as directed.

(3)    Account Review Hearing continued from 04/14/26, 08/13/26:
On 04/14/26, the Court ordered the personal representative to file a PrC§12200 Status Report with Notice of Hearing within 90 days if estate is not in position to be closed.
Nothing filed.
•    Neither Petition for Final Distribution nor PrC§12200 Status Report are on file at the time of review.  See Local Rule 8.82. 
For failure to abide by the court’s order, the court may:
X    Suspend the co-personal representatives from office purs. to Probate Code § 8500.
X   Cite the co-personal representatives via Order to Show Cause for contempt and removal from office pursuant to PrC 8502 for failure to file Account as ordered pursuant to PrC 11051, 11052.
X   Refer this case to the Public Administrator and County Counsel, pursuant to PrC§7621, for appointment of Public Administrator.
Appearance by Administrator and Administrator’s counsel required (remotely if preferred).

PR-23-001301 MATTER OF SPECIAL NEEDS TRUST OF BREANNE PURVIS
Hearing on First Account Current and Report of Trustee and for Allowance of Attorney’s Fees and Trustee’s Fees continued from 08/11/26:
Prior Notes remain:
• Prior paid attorney’s fees and costs: Please elaborate on the discrepancy between the attorney’s fees and costs approved by the court purs. to the Order file-marked 04/24/24 ($3,593.70) and what is reflected in the Accounting ($4,672.70). The petition includes the allegation that there was an overpayment of $110.00, and adjustments made “to efiling charges and reimbursement for the bond premium”. 
      o    In the future, it is imperative that counsel is paid/reimbursed what the court ordered. If there are any discrepancies, that may be addressed in the next accounting.
• Current attorney’s fees and costs: Petition section 5 (page 3, line 18) requests $3,602.23 for legal fees, but the breakdown reflected in the two subsequent paragraphs totals $3,061.50. The number $3,602.23 appears to have come from attorney’s time-keeping attached as Exhibit A, which includes both the fees $3,061.50, and prior costs incurred of $540.82. The amount of $540.82 therefore appears to have been mistakenly included twice. Attorney and paralegal fees $3,061.50, prior costs $540.82, filing costs $518.92; total $4,121.24. 
      o    The prayer paragraph 4 appears to have repeated the miscalculation.
• Please provide a complete time-keeping for Trustee’s hours summarized in petition section 4 (page 3, line 1).
• Some of the distributions reflected in the accounting may reduce or eliminate the beneficiary’s eligibility for public benefits, as they could be considered unearned income. Please address. See McGee v. State Dep't of Health Care Services (2023) 91 Cal.App.5th 1161, 1174–1176.
      o    Distributions of cash or cash-equivalents directly to the Trust beneficiary (nearly twenty distributions totaling more than $6,000.00 during account period).
      o    Gifts to third parties (cash and a computer for beneficiary’s son).
Please look into using an administrator-managed prepaid card, approved for use by the Social Security Administration, and consider ceasing the use of Venmo and Visa prepaid cards, as the latter may be unauthorized use as determined by the SSA.
• No interest was earned, based on the schedule of receipts totaling $0.00. Once other Notes are cured, recommend court instruct the Trustee to open an interest-yielding account and transfer some of the trust balance into the new account.
Appearance by counsel required (remotely, if preferred).  

PR-24-000169 ESTATE OF EMMA AGNEW
Account Review Hearing continued from 03/26/26, 08/06/26:
Account Review Hearing will not be continued further.

Hearing on First Amended First and Final Report of Administrator and Petition for Statutory Fees and Costs and for Final Distribution continued from 06/24/26, 08/06/26:
Nothing filed since prior to the last two hearings. Prior Notes remain:
•    Line 26 on page 1: The date of death does not agree with the Order for Probate file-marked 12/05/24. If the Report and Petition is incorrect, please see CRC rules 7.3 and 7.53; if the Order for Probate was incorrect, the Administrator must file ex parte for an amended Order for Probate. See Probate Code section 8006(b).
•    The 90-day limitations period recently elapsed for the creditor to file suit on the rejected claim (PrC§§9250, 9353). Please supplement the petition as to the disposition of that claim purs. to PrC§10900b)(3). See also CRC rules 7.3 and 7.53.
•    The proposed distribution is 100% to the estate of the decedent’s sole heir, who passed away in 2020. If probate proceedings have commenced for the heir’s estate, please identify the personal representative of that estate and file a copy of the probate letters (certified if issued from another court). If probate proceedings have not commenced, to whom is the administrator proposing distribution? Prayer paragraph 6 (distribution to the persons entitled) is more vague than the petition paragraph 31 (distribution to the estate of Kathy Stratham).
•    The pleading did not include either an accounting or a waiver of account. No waiver of account is on file from the personal representative of that estate of the deceased sole heir. An Accounting appears required. 
On 06/24/26, the court terminated the Fee Waiver. Need status of payment of court costs.
On 08/06/26, the representation was made to the court that a Declaration had recently been filed, and that work was in progress to obtain waivers of accounting and to pay court costs. Review of the court’s file reflects that nothing has been filed since April.
Recommend court issue Order to Show Cause to the personal representative to appear and show cause why the court should not impose a surcharge (either daily or lump sum) for failure to present the court with a compliant petition for final distribution. Failure to appear at that Order to Show Cause may result in suspension from office, sanctions, surcharge, and/or removal from office.
Appearance by counsel required (remotely, if preferred).

PR-24-001030 ESTATE OF ANN HEDWIG ALBRECHT
Account Review Hearing:
Petition for Final Distribution has been filed and set for hearing on 12/15/26.
Hearing of 12/15/26 will be confirmed.
Appearance not required (remotely, if preferred).

PR-24-001207 ESTATE OF KAREN GAIL MOUNDAY
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 04/07/27 to allow time for filing of above pleadings. If neither pleading is on file by the next hearing date, the court may issue an order to show cause for personal representative to appear pursuant to PrC§12202.
Appearance not required (remotely, if preferred).

PR-25-000041 ESTATE OF ANGELA VELAZQUEZ DELAGRANDE, AKA ANGELA V. DELAGRANDE
Hearing on PrC§12200 Status Report of Administration:
Notice appears complete.

Bond Review Hearing:
This review was set by the court on 10/15/26 to ensure compliance. Current bond does not appear sufficient. Personal Representative did not file ex parte for increase of bond [PrC§8480(c), CRC rule 7.204].
Recommend court issue Order to Show Cause to counsel and personal representative to appear and show cause why the personal representative should not be sanctioned and/or removed from office for failure to notify the court of a need for and file ex parte for increased bond pursuant to PrC§8480(c), California Rule of Court rule 7.204.

Appearance by personal representative and personal representative’s counsel mandatory (remotely, if preferred).

PR-25-000327 ESTATE OF JENNIFER L. LOURENCO AKA JENNIFER LYNN LOURENCO
Account Review Hearing:
Partial No. 1 and a Final Inventory and Appraisal are on file. 
Final I&A reflects that the current bond is insufficient. Personal representative did not file ex parte for increase of bond [PrC§8480(c), CRC 7.204].
On 07/23/26, the court admonished counsel that a PrC§12200 Status Report was due on 09/09/26. Neither Petition for Final Distribution nor PrC§12200 Status Report of Administration 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.
Appearance by counsel required, to address bond (remotely, if preferred).

PR-26-000277 ESTATE OF CATHY GAIL AKERS
Inventory Review Hearing:
Letters issued 05/14/26. Inventory and Appraisal due 09/14/26.
Final Inventory and Appraisal not on file.
Recommend court compel Personal Representative to file the Final Inventory and Appraisal pursuant to Probate Code § 8804 or face possible sanctions including removal from office.
Appearance by Personal Representative and counsel required (by VCourt if preferred).

PR-26-000310 ESTATE OF JACQUELYN S. DEWALT, AKA JACQUELYN SUE DEWALT, AKA JACKIE S. DEWALT, AKA SUE DEWALT
Inventory Review Hearing:
Letters Issued 05/20/26.  Inventory and Appraisal due 09/20/26.
Inventory and Appraisal not on file at time of review.
Recommend continuance to 03/11/27 to allow time to file above pleading.
Appearance not required (remotely, if preferred).

PR-26-000622 FRANCES B. VAN WINKLE REVOCABLE TRUST U/A/D AUGUST 18, 2020, AND AS RESTATED ON APRIL 11, 2025
Hearing on Petition for Return of Property (PrC §850); for Elder Financial Abuse (WIC §15610.30); for Double Damages (PrC §859); for Determination of Operative Trust Instrument and for Accounting (PrC §17200); and for Attorneys Fees and Costs continued from 08/05/26:
Prior defects cured.
Objection filed – 11/04/26 (by Michael Van Winkle)
•    Order not yet submitted.
Hearing Required.
Appearances required (by VCourt if preferred).

PR-26-000713 ESTATE OF JONATHAN GRIFFITH
A Request for Dismissal Form has been filed.

PR-24-000821 ESTATE OF ALFONSO MIRANDA AYALA, AKA ALFONSO M. AYALA, ALFONSO AYALA
Hearing on Petition for Order Determining Title to Personal Property [sic] Double Damages, Attorneys Fees and Financial Elder Abuse:
Exhibit G omitted (1986 Grammy nomination).
Notice of Hearing not on file for Respondent Juan Manuel Ayala.
Recommend continuance to 03/16/27 to allow time to perfect notice.
Appearance not required (remotely, if preferred).

PR-24-001027 ESTATE OF BARBARA ANN CRUICKSHANK
Hearing on First and Final Report of Administrator on Waiver of Account and Petition for Allowance of Statutory Compensation to Administrator and Attorneys and for Final Distribution:
•    Waivers of Accounting do not bear notary’s acknowledgement (Local Rule 8.69); Waivers must be filed separately and not only attached as exhibits (PrC§10954).
•    A copy of the final settler’s escrow statement was neither attached nor filed separately (attached to a verified pleading) following sale of the real property.
•    Proposed Order not yet submitted.
Recommend continuance to 12/11/26, to coincide with hearing on Status Report already set, to allow time to cure defects.
Appearance not required (remotely, if preferred).

PR-26-000168 ESTATE OF BARBARA ALINE SALVAIL, AKA BARBARA A. SALVAIL, AKA BARBARA SALVAIL
Hearing on Petition for Final Distribution of Estate on Waiver of Accounting; First and Final Report of Co-Administrators; for Allowance of Attorney Statutory Fees and Costs; for Reimbursement of Personal Monies Advanced:
Recommend approval of petition as supplemented.
Recommend Discharge Review Hearing 05/25/27 pursuant to Local Rule 8.92.
Recommend court vacate Account Review Hearing 06/15/27.
Appearance not required (remotely, if preferred).

PR-26-000236 CRAIG GERARD COKER LIVING TRUST
Hearing on Petition for Application of Revocable Trust Assets:
•    Caption of the pleading appears incomplete as to relief sought. See California Rules of Court rule 7.50.
•    Petitioners do not appear to have established their standing to request an accounting “or tracing”, nor did Petitioners cite the statutory authority by which they request an accounting. (Ref.: pages 17 and 24 of the petition.)

Submit to court: petition appears premature; every request in the petition except for an accounting/tracing is qualified by the petitioners as being sought only after a ruling is made as to the Creditor’s Claim pending before this court in Decedent’s Estate case PR-23-000443.
•    The pleading appears to indicate that the petitioners are not presently seeking any ruling of the court regarding a claim or application of assets, but rather wish to “preserve” multiple “theories” as legally available to them “if and only if an underlying claim” in the related decedent’s estate case is ultimately “established”, and if and only if the “probate Estate is inadequate to satisfy” the claim (in the related decedent’s estate case). (Ref.: page 16 of the petition.)
•    Petitioners argue on page 24 “The requested Trust relief is therefore expressly contingent on the necessary predicate findings concerning the underlying estate claim and Estate inadequacy”, as is the prayer for court’s determination of available monetary relief and order applying property toward payment of a claim (in the decedent’s estate case) (ref.: page 25 of the petition).
•    Finally, petitioners’ request for “leave to amend or supplement… after rulings in the related estate proceeding… or other developments” further demonstrates that the petitioners are aware this pleading is premature.
•    Additionally, the request for “compensatory damages, prejudgment interest, costs, and attorney fees” appears premature.

Objection filed – 11/02/26, by Erik Coker.
•    No proof of service was attached or filed separately.

Recommend continuance to 12/03/26, to coincide with hearing on petitioner’s motion, to allow time to cure defects, provide points and authorities if any, and for objector to file proof of service.
Appearance not required (remotely, if preferred).

PR-26-001060 ESTATE OF LOIS L. MOORE, AKA LOIS LORAINE MOORE, AKA LOIS MOORE
Hearing on Petition for Letters of Administration:
Bond waivers on file for all intestate heirs; however, proposed personal representative resides out of state.  See Probate Code §8571.  Bond may be required at the court’s discretion: Minimum bond amount currently is $20,000.00 pursuant to Local Rule 8.33.  Maximum bond would be $455,000.00.
•    Petition item 1d requests $20,000.00 bond; however bond waiver is on file. Please clarify.
•    Affidavit of publication not on file. See Local Rule 8.12.
•    Form DE-150, Letters, not submitted.
Please be prepared to inform the Court of the existence of any known California liabilities or creditors.
Recommend continuance to 12/18/26 to allow time to address defects.
Appearance not required (remotely, if preferred).

PR-26-001072 ESTATE OF LAURA M. BOYER, AKA LAURA MERCEDES BOYER, AKA LAURA BOYER
Hearing on Petition for Probate of Will and for Letters Testamentary:
Will is self-proving.
Will waives bond and Bond waivers on file for all heirs; however, proposed personal representative resides out of state.  See Probate Code §8571.  Bond may be required at the court’s discretion: Minimum bond amount currently is $20,000.00 pursuant to Local Rule 8.33.  Maximum bond would be $2,799,000.00.
•    Need new Letters: Oath was dated prior to verification on petition (PrC§8403).
Please be prepared to inform the Court of the existence of any known California liabilities or creditors.
Appearance by counsel required (remotely, if preferred).
 

PR-26-001074 ESTATE OF VICTOR DANIEL MONTES
Hearing on Petition for Letters of Administration:
Bond waivers on file for all intestate heirs.
• Petition caption does not reflect an “aka” for decedent; however, Notice of Petition to Administer Estate, Form DE-121, reflects an “aka” (Daniel Montes).
      o    Proposed order does not reflect an “aka” for decedent.
• Affidavit of publication not on file. See Local Rule 8.12.
• Form DE-150, Letters, not submitted.
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address defects in the Petition.
Recommend continuance to 12/18/26 to allow time to address defects.
Appearance not required (remotely, if preferred).

FRIDAY, NOVEMBER 13, 2026
Department 21
8:30 a.m.

PR-24-000337 ABEL RIVAS GONZALEZ LIVING TRUST DATED AUGUST 15, 2023
Hearing on court’s own motion to dismiss case:
If no one appears, case will be dismissed.
No appearance required (remotely, if preferred).

Department 22
8:30 a.m.

PR-24-001186 ESTATE OF KATHLEEN ROSE HARLAN, AKA KATHY R. HARLAN, AKA KATHY HARLAN
Hearing on Amended (file marked 02/04/26) First and Final Report of Executor on Waiver of Account and Petition for Allowance of Executor Fee, Attorney Compensation for Ordinary Services, for Reimbursement of Costs, and for Final Distribution of Estate continued from 10/22/25, 02/19/26, 09/03/26, 09/11/26:
Prior defects cured by the Amended Petition.  A Copy of Certified Letters from related estate case is on file.
On 09/11/26, the Court approved the extraordinary compensation at a reduced amount of $6,700.00. 
•    Neither supplement (file marked 10/26/26) nor proposed order submitted 10/26/26 addressed the reduced amount of extraordinary fees and the modification of the proposed distribution as a result.
Recommend continuance to 12/11/26 to allow time to address the above defects.
Appearance not required (remotely if preferred).

PR-24-001232 ESTATE OF JEFFREY VAUGHN CHASE
Hearing on PrC§12200 Status Report of Administration continued from 09/16/26:
Prior defects cured. Notice appears complete.
Recommend court set Account Review Hearing 05/13/27.
Appearance not required (remotely if preferred).

PR-24-001316 ESTATE OF MARY C. OROZCO, AKA MARY CHRISTINE OROZCO AND MARY OROZCO
Hearing on Petition for Final Distribution of Estate; First and Final Account and Report of Executor; for Allowance of Attorney and Executor’s Statutory Fees and Costs; for Reimbursement of Personal Monies Advanced continued from 09/23/26:
Recommend approval of petition as supplemented.
Recommend Discharge Review Hearing 05/25/27 pursuant to Local Rule 8.92.
Appearance not required (remotely, if preferred).

PR-25-000050 ESTATE OF JENNY LU MCCORD ERICKSON
Bond Review Hearing:
Final Inventory and Appraisal is on file. 
Supplemental Bond is on file.
Recommend court set Account Review Hearing for 05/13/27.
Appearance not required (remotely if preferred).

PR-26-000122 ESTATE OF FRANCISCO H. CORTEZ
Hearing on Petition for Letters of Administration continued from 03/19/26, 06/09/26, 09/10/26:
    On 06/09/26, the Court granted the petitioner’s request to strike the Amended Petition.
    On 09/10/26, the court imposed a $31,000.00 bond.

Prior defects in the Form DE-111, original Petition (file marked 02/04/26) were cured by Supplement (file marked 09/09/26); however, the supplement was not verified.  See California Rule of Court 7.103, California Code of Civil Procedure sections 2015.5, 446.
Prior note remains:
• Form DE-121 Notice of Petition to Administer Estate omitted service to one of the heirs reflected in Item 8 of the petition; specifically, Erika Cortez.
      o    On 09/10/26, the Court directed petitioner to provide more information about the whereabouts of the heir who cannot be located and efforts she has made to locate her.  Declaration of Due Diligence (file marked 0/09/26) submitted to Judge for determination.
Appearance by petitioner (self-represented) required (remotely if preferred).

PR-26-000875 ESTATE OF HILTON ROYCE JACKSON, SR.
Hearing on Petition for Probate of Will and for Letters Testamentary continued from 09/23/26:
Prior Notes have been cured.
Recommend approval of petition and admission of will to probate.
•    Need Form DE-150, Proposed Letters.
Recommend Inventory Review Hearing 05/13/27 pursuant to Local Rule 8.41 B.
Consider visiting the California Courts Self Help “inventory” page at
https://selfhelp.courts.ca.gov/probate/inventory-estimate-value and downloading forms from https://www.courts.ca.gov/forms.htm and please review your responsibilities in the Duties and Liabilities, Form DE-147, you signed and filed. 
Appearance not required (remotely, if preferred).

PR-26-000889 ESTATE OF BILLY RICHARD WALDO
Hearing on Spousal Property Petition continued from 09/30/26:
Prior Notes have been cured.
If no one appears to object, recommend approval of petition.
Appearance not required (remotely, if preferred).