Probate Notes
Probate Examiner and Probate Notes
Questions regarding fees, forms or status of orders should be directed to the Probate Unit of The Superior Court of California, County of Stanislaus Clerk's Office at 209-530-3100 (option 7/option 4) between the hours of 8:15 a.m. - 3:00 p.m., Monday - Friday.
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.
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.
Public Notices
POSTED JANUARY 6, 2026
Local Rules of Superior Court of California, County of Stanislaus, revisions effective January 1, 2026, are now available for download.
UPDATED SEPTEMBER 18, 2025; POSTED MARCH 5, 2025
Inventory and Appraisals: An Inventory and Appraisal must be filed in all decedent's estates, conservatorship, and guardianship matters by a date certain pursuant to statute. If the estate has no assets at all as of the date of the appraisal (e.g., the date of decedent's death, or the date of appointment), an Inventory and Appraisal is still required and failure to file the form even when the estate has no value will very likely result in a required court appearance. For more information, those interested are invited to review the California Probate Referee Guide published by the California Probate Referee's Association, which is available for download online.
If more time is needed to marshal the assets, please see California Probate Code section 8800(b) and (c). Failure to file the Inventory and Appraisal by the statutory deadline, or obtain an extension of time, may result in penalties.
If the Inventory and Appraisal has been submitted to the probate referee but not filed prior to the Inventory Review date, the Personal Representative, or their retained counsel, may file a declaration attesting to these facts and provide an anticipated timeframe for filing. The Court may, in its discretion, continue the Inventory Review hearing without required appearances.
POSTED JULY 15, 2025
Probate customers may view the documents in the court's files online by accessing the Case Search Portal on the court's website. Access to view confidential documents remains restricted.
POSTED DECEMBER 16, 2024
Please visit the new Probate Examiner's Corner section of the Probate Division webpage where you will find news, reminders, and guides!
POSTED SEPTEMBER 29, 2022, UPDATED 12/02/22
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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.
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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.
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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.
Probate Notes
TUESDAY, AUGUST 25, 2026
Department 22
8:30 a.m.
PR-22-001206 ESTATE OF DEBR BRITT
Account Review Hearing:
• Neither Petition for Final Distribution nor PrC§12200 Status Report are on file at the time of review. See Local Rule 8.82.
Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 90 days if estate is not in a position to be closed.
Recommend continuance to 01/05/27 to allow time for filing of above pleadings.
If neither pleading is on file by the next hearing date, the court may issue an order to show cause for personal representative to appear pursuant to PrC§12202.
Appearance not required (by VCourt if preferred).
PR-23-000443 ESTATE OF CRAIG GERARD COKER, AKA CRAIG G. COKER
1. Inventory Review Hearing continued from 04/14/26, 05/06/26:
Letters were issued 10/23/25. Final Inventory and Appraisal was due 02/23/26.
Partial No. 1 Inventory and Appraisal on file. Final Inventory and Appraisal not on file, reflecting there are currently no assets in this estate.
Submit to court for determination.
2. Hearing on Joint Petition for Leave to File a Late Creditor’s Claim continued from 07/15/26:
Nothing filed since previous hearing. Prior Note remains:
• Notice of Hearing not on file. See Form DE-120, Probate Code §§ 9103(e) and 1220.
Objection filed – 07/09/26, by personal representative.
Recommend court set deadline for notice to be perfected or petition will be dismissed.
Appearance by petitioners (self-represented) and counsel for personal representative required (by VCourt if preferred).
PR-24-000233 ESTATE OF LEE KARL EHRLER, AKA LEO K. EHRLER
Account Review Hearing:
Neither Petition for Final Distribution nor Second PrC§12200 Status Report is on file.
Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 45 days if estate is not in a position to be closed.
Recommend continuance to 01/12/27 to allow time for filing of above pleadings. If neither pleading is on file by the next hearing date, the court may issue an order to show cause for personal representative to appear pursuant to PrC§12202.
Appearance not required (by VCourt if preferred).
PR-24-000929 ESTATE OF JOSE JUAN GUTIERREZ, AKA JOSE JUAN GUTIERREZ, SR.
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 Cancellation of Probate Bond continued from 03/04/26, 04/28/26:
Nothing filed since previous hearing. Prior Note remains:
• On 03/04/26, the court directed the personal representative to file an amended petition for final distribution. Not on file.
Appearance by counsel required (by VCourt if preferred).
PR-24-001338 ESTATE OF JOHN H. RIEN
Account Review Hearing continued from 04/21/26:
On 04/21/26 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.
Petition for Final Distribution has been filed and set for hearing 10/08/26.
Hearing of 10/08/26 will be confirmed.
Appearance not required (by VCourt if preferred).
PR-25-000078 ESTATE OF KENNETH JAMES MAXWELL
(1) Account Review Hearing continued from 04/21/26:
Recommend court drop this hearing.
(2) Hearing on Petition for Final Distribution, Waiver of Accounting, Allowance of Statutory and Extraordinary Attorney’s Fees, and Reimbursement of Costs continued from 07/15/26:
• Release/Satisfaction of Creditor’s Claim, specifically, Phillips & Cohen not yet on file. Supplement to Petition (file marked 08/17/26) submitted to Judge for determination.
Appearance by counsel required (by VCourt if preferred).
PR-25-000803 ESTATE OF MARY KATHLEEN WARD, AKA KATHIE WARD
Inventory Review Hearing continued from 04/28/26:
A Petition for Final Distribution has been filed and set for hearing 09/30/26.
Hearing of 09/30/26 will be confirmed.
Appearance not required (by VCourt if preferred).
PR-25-001296 ESTATE OF BOKSUM KO
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Petition for Final Distribution has been filed and set for hearing on 09/24/26.
Hearing of 09/24/26 will be confirmed.
Appearance not required (by VCourt if preferred).
PR-25-001313 ESTATE OF REXFORD MURRAY THOMAS III, AKA REXFORD M. THOMAS
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 04/20/27 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).
PR-26-000453 ESTATE OF JOHN M. MCGOWAN
Hearing on Petition for Probate of Will and for Letters Testamentary continued from 07/15/26:
Prior Notes have been cured.
Will is not self-proving per Local Rule 8.23. Proof of Subscribing Witness on file.
Recommend approval of petition as supplemented and admission of will to probate.
Recommend Inventory Review Hearing 02/24/27 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).
PR-24-001292 ESTATE OF STEVEN D. BELLEAU
Hearing on PrC§12200 Status Report of Administration:
Notice appears complete.
Recommend court set a further Account Review Hearing 06/16/27.
Appearance not required (by VCourt if preferred).
PR-25-000729 ESTATE OF FERNANDO B. OLIVEIRA
Hearing on Report of Administrator with Will Annexed on Waiver of Account and Petition for Allowance of Statutory Compensation to Attorney for Ordinary Services, for Costs of Administration, Reserve for Closing Expenses and for Final Distribution:
Notes have been cured; notice appears complete or waived.
Recommend court vacate Account Review Hearing of 12/01/26.
Recommend approval of Report and Petition.
Recommend Discharge Review Hearing 02/25/27 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
PR-25-001299 ESTATE OF TRACY SCOTT FULLEN
Hearing on First and Final Report of Personal Representative on Waiver of Account and Petition for its Settlement for Allowance of Compensation of Attorney for Ordinary Services, and for Final Distribution:
Recommend approval of Report and Petition.
Recommend Discharge Review Hearing 02/25/27 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
PR-26-000073 MATTER OF DONALD AND MARY ANN MCBRIDE LIVING TRUST, AKA TRUST OF MARY ANN MCBRIDE
Hearing on Motion to Compel Further Responses:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…
PR-26-000676 BOBBIE N. MCNEAL TRUST DTD APRIL 05, 2007
Hearing on Petition for Conveyance or Transfer of Real Property (Probate Code §850):
Notice appears complete.
• Prayer is not clear as the current request for relief is big and overbroad. Need a verified supplement that includes an amended prayer that clarifies and exactly states relief being sought (percentage of interest, legal description…etc). In addition, the statement “the property described on Exhibit 1 attached hereto is an asset of the Michelle Arnold Brownlee;” should be restated as it appears language may have been omitted. For example, “The Michelle Arnold Brownlee..”
• Attachment 1 is a copy of petitioner’s father’s trust and does not clearly state the description of the property. Examiners cannot go digging for the information in the pleadings. It is helpful if Exhibits clearly state the information referred to in the petition.
• Court records indicate that in 2022, ½ of the interest of the real property commonly known as 2120 5th street was distributed from Patricia Arnold’s estate to Michelle (1/4 interest) and John (1/4 interest) through a Petition to Determine Succession (Court Case Number PR-22-000711). The information in that petition appears to be inaccurate and needs to be updated. Furthermore, what appears to be a defect in Parcel One was never properly listed in the succession petition.
o A PrC§ 850 Petition may not be the correct procedural vehicle to accomplish this. Petitioner may need to correct the title in Patricia’s estate and/or Petition to quiet title or petition for amended order regarding petition to determine succession so description can be corrected there. It appears attempts to do that previously (via Ex parte application for Amended Order and PrC §850 Petition were denied).
• Petitioner may file a verified supplement or Points and Authorities as to why the court should correct a defect in prior court order through this PrC §850 petition.
Recommend continuance to 12/08/26 to allow time to correct defects and provide the Court with more information.
Appearance not required (by VCourt if preferred).
PR-26-000778 ESTATE OF JACK RAYMOND KINKAID, JR., AKA JACK R. KINKAID JR.
Hearing on Spousal Property Petition:
If no one appears to object, recommend approval of petition as supplemented.
Appearance not required (by VCourt if preferred).
PR-26-000789 ESTATE OF KARILYN S. FOLLOWILL
Hearing on Petition to Determine Succession to Primary Residence:
If no one appears to object, recommend court find notice complete and approve the petition.
Appearance not required (by VCourt if preferred).
PR-26-000798 ESTATE OF ANNIE RUTH TIPPS, AKA RUTH TIPPS
Hearing on Petition for Letters of Administration:
Requested bond of $170,052.00 appears adequate based on estimated value of estate alleged in the petition.
• Form DE-150, Letters, not yet submitted.
Recommend approval of petition.
Recommend Inventory Review Hearing 02/02/27 pursuant to Local Rule 8.41B.
Appearance not required (by VCourt if preferred).
9:30 A.M.
PR-25-000508 TRAMMELL 1998 TRUST DTD JUNE 11, 1998, AS AMENDED – THE BYPASS TRUST
Court Trial - Day 4 continued from 05/19/26, 06/23/26, 06/24/26, 08/04/26:
Appearances mandatory.
WEDNESDAY, AUGUST 26, 2026
Department 22
8:30 a.m.
444557 MATTER OF DAMIEN AMEZCUA SPECIAL NEEDS TRUST
Account Review Hearing:
Eight Account Current and Report of Trustee not on file.
Recommend continuance to 01/20/27 to allow time for above pleading to be filed.
Appearance not required (by VCourt if preferred).
PR-23-000669 ESTATE OF DENNIS ALLEN BOYLES, AKA DENNIS ALLEN BOYLES, SR.
Discharge Review Hearing continued from 02/26/26:
Per counsel’s Declaration file-marked 02/18/26, all but one heir has received their distributions. Receipts are on file for all but that one heir.
On 08/12/26, the personal representative’s attorney filed a verified Declaration, without proof of service attached or filed separately, as to the status of the final distribution to distributee Cory G. The Declaration reflects that counsel, without authority, deposited the distribution into a bank account in her own name as Trustee of a non-existent Trust for the benefit of the distributee, Cory G. If counsel knows of any authority for her actions, please file it.
Submitted to court for determination.
Appearance by counsel required (by VCourt if preferred).
PR-23-000859 ESTATE OF JENIA SHLIMON
Discharge Review Hearing continued from 02/26/26:
All receipts are now on file as of 08/24/26.
Ex Parte Petition for Final Discharge not yet submitted.
Recommend continuance to 12/17/26 to allow time for submission of Form DE-295.
Appearance not required (by VCourt if preferred).
PR-23-001288 ESTATE OF JENEVIEVE ANN KENOYER, AKA JENEVIEVE A. KENOYER
Account Review Hearing continued from 04/29/26:
On 04/29/26 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.
• Neither Petition for Final Distribution nor PrC§12200 Status Report have been filed.
Recommend court issue Order to Show Cause to personal representative and personal representative’s counsel to be personally present pursuant to PrC§12202:
o To show condition of estate and why estate cannot be distributed and closed;
o So that court may order personal representative to prepare and file a First Account Current at the court’s discretion pursuant to PrC§12202(b).
o Noncompliance may result in removal of personal representative from office (PrC§§12204, 8500).
Appearance by Executor and Executor’s counsel required (by VCourt if preferred).
PR-24-000282 ESTATE OF ELIZABETH C. ESQUIVEL
Account Review Hearing:
Petition for Final Distribution has been filed.
Hearing of 08/28/26 will be confirmed.
Appearance not required (by VCourt if preferred).
PR-24-001332 ESTATE OF THOMAS BEARD AKA THOMAS KENNAN BEARD AKA THOMAS K. BEARD, AKA T.K. BEARD
Account Review Hearing continued from 04/29/26:
On 04/29/26 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.
• Neither Petition for Final Distribution nor PrC§12200 Status Report have been filed.
Recommend court issue Order to Show Cause to personal representative and personal representative’s counsel to be personally present pursuant to PrC§12202:
o To show condition of estate and why estate cannot be distributed and closed;
o So that court may order personal representative to prepare and file a First Account Current at the court’s discretion pursuant to PrC§12202(b).
o Noncompliance may result in removal of personal representative from office (PrC§§12204, 8500).
Appearance by Executor and Executor’s counsel required (by VCourt if preferred).
PR-25-000028 ESTATE OF JOHN ROBERT PENDLEY, AKA JOHN R. PENDLEY, AKA JOHN PENDLEY
Account Review Hearing:
• Neither Petition for Final Distribution nor PrC§12200 Status Report are on file at the time of review. See Local Rule 8.82.
Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 90 days if estate is not in a position to be closed.
Recommend continuance to 01/07/27 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 (by VCourt if preferred).
PR-26-000695 ESTATE OF KATHERINE WEISS STANLEY
Hearing on Petition for Letters of Administration continued from 08/04/26:
On 08/04/26, the court ordered petitioner to serve mailed notice purs. to PrC§8110 et seq. on the Public Administrator and County Counsel.
• Petitioner’s counsel filed a “Notice of Continued Hearing” drafted on pleading paper. The Notice does not appear to “substantially” “state” the language found in PrC§8100, as is required when the court directs notice be given purs. to PrC§8110. See PrC§1202.
On 08/04/26, the court ordered petitioner to file the results of the heir search which was allegedly already conducted, as represented by counsel on 08/04/26. Not on file.
Appearance by counsel required (by VCourt if preferred).
PR-24-000480 ESTATE OF GLADYS MAE WOODS
Hearing on Amended (file marked 04/16/26) PrC§12200 Status Report of Administration continued from 04/21/26, 07/10/26:
Recommend court drop this hearing.
Petition for Final Distribution has been filed and set for hearing on 10/01/26.
Hearing of 10/01/26 will be confirmed.
Appearance not required (by VCourt if preferred).
PR-25-000283 ESTATE OF MARY ANN MORSE
Hearing on First and Final Report of Administrator, Request for Approval of Administrator’s Expenses Reimbursement, and Petition for Final Distribution on Waiver of Account:
• Waivers of Accounting do not bear notary’s acknowledgement (Local Rule 8.69).
• Proposed Order not yet submitted.
Recommend continuance to 10/02/26 to allow time to cure defect.
Appearance not required (by VCourt if preferred).
PR-25-001106 ESTATE OF SARALEE MOORAD
Hearing on First and Final Account and Report of Executor and Petition for Settlement Thereof; for Allowance of Compensation for Ordinary Services; for Reimbursement of Costs Advanced; for Payment of Creditor’s Claim; and for Final Distribution:
Recommend approval of petition as supplemented.
Recommend Discharge Review Hearing 02/25/27 pursuant to Local Rule 8.92.
Recommend court vacate Account Review Hearing 02/10/27.
Appearance not required (by VCourt if preferred).
PR-26-000073 MATTER OF DONALD AND MARY ANN MCBRIDE LIVING TRUST, AKA TRUST OF MARY ANN MCBRIDE
Hearing on Motion to Compel Further Responses continued from 08/25/26:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…
Hearing on Motion to Compel Further Responses to Petitioner’s First Set of Special Interrogatories:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…
PR-26-000685 MATTER OF RALPH C. OGDEN, III 2012 LEGACY TRUST; AND JONI F. OGDEN 2012 HERITAGE TRUST
Hearing on Petition for Order Modifying Trusts:
Please file the Consents separately, not attached to any other pleading as an exhibit or attachment.
Please supplement or amend the petition to include a specific prayer for relief, including the findings the court must make. See PrC§15403 and CRC rules 7.3 and 7.53.
Additional time is needed to review.
Recommend continuance to 12/02/26 to allow time for review.
Appearance not required (by VCourt if preferred).
PR-26-000792 ESTATE OF RONALD C. PADILLA, SR.
Hearing on Petition to Determine Succession to Primary Residence:
If no one appears to object, recommend court find notice complete and approve the petition as supplemented.
Appearance not required (by VCourt if preferred).
PR-23-000727 ESTATE OF DEAN ROBBINS, JR.
Discharge Review Hearing continued from 02/26/26:
Form DE-295, Ex Parte Petition for Final Discharge and Order, was approved.
Hearing has been vacated.
THURSDAY, AUGUST 27, 2026
Department 21
8:15 a.m.
Add-On:
PR-26-000339 MATTER OF MATTHEW T. COLE IRREVOCABLE TRUST
1. Hearing on Ex Parte Application for Order to Show Cause Why Respondents and Former Co-Trustees Alice Pedretti and Stephen Cole Should Not Be Held in Contempt for Violation of Suspension Order (filed by counsel for Matthew T. Cole):
Hearing required.
2. Hearing on Motion to Set Aside Order Based on Extrinsic and Intrinsic Fraud and Lack of Jurisdiction; to Shorten Time; and/or in the Alternative, a Stay Pending Hearing on 9-3-26 (filed by counsel for Alice Pedretti and Stephen Cole):
Hearing required.
Appearance by counsel required (by VCourt if preferred).
Department 22
8:30 a.m.
PR-20-000243 ESTATE OF MARY ANNA BELLETTO AKA MARY A. BELLETTO, MARY BELLETTO
Discharge Review Hearing continued from 03/26/26:
Receipts of distribution not on file.
Form DE-295, Ex Parte Petition for Final Discharge and Order, was returned for correction on 08/25/26.
Recommend continuance to 01/27/27.
Appearance not required (by VCourt if preferred).
PR-22-000446 ESTATE OF GAIL ANN CARSON
Account Review Hearing on Retained Funds continued from 09/26/24, 01/23/25, 06/04/25, 12/18/25, 04/22/26:
This hearing is actually a Discharge Review Hearing. Pursuant to revisions to Local Rules 8.68 and 8.92 and accounting is not required on the retained funds.
Receipts of distribution are on file.
Form DE-295, Ex Parte Petition for Final Discharge and Order, not yet submitted.
Need status.
Appearance by counsel required (by VCourt if preferred).
PR-24-000646 ESTATE OF JUNE SPOTTS
Account Review Hearing:
• Neither Petition for Final Distribution nor PrC§12200 Status Report are on file at the time of review. See Local Rule 8.82.
Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 90 days if estate is not in a position to be closed.
Recommend continuance to 01/05/27 to allow time for filing of above pleadings.
If neither pleading is on file by the next hearing date, the court may issue an order to show cause for personal representative to appear pursuant to PrC§12202.
Appearance not required (by VCourt if preferred).
PR-24-000760 ESTATE OF CHRISTINE RITA PENNACHIO
Account Review Hearing:
Petition for Final Distribution has been filed and set for hearing on 10/01/26.
Hearing of 10/01/26 will be confirmed.
Appearance not required (by VCourt if preferred).
PR-25-000507 ESTATE OF JAMES E. BROCK
Account Review Hearing:
Final Inventory and Appraisal on file.
As reflected in the 01/06/26 Minute Order, a PrC§12200 Status Report is due, if Petition for Final Distribution is not on file.
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 45 days if estate is not in a position to be closed.
Recommend continuance to 01/06/27 to allow time for filing of above pleadings. If neither pleading is on file by the next hearing date, the court may issue an order to show cause for personal representative to appear pursuant to PrC§12202.
Appearance not required (by VCourt if preferred).
PR-25-000857 ESTATE OF MELODY JEAN BURNS, AKA MELODY J. BURNS, MELODY BURNS
Inventory Review Hearing:
Final Inventory and Appraisal on file.
Recommend Account Review Hearing 05/04/27 pursuant to Local Rule 8.82.
Appearance by counsel required (by VCourt if preferred).
PR-25-000963 MATTER OF VALRIE D. THOMPSON REVOCABLE TRUST
Hearing on Petition to Determine Validity of Purported Trust and to Impose Constructive Trust continued from 01/14/26, 05/06/26:
Updated Note:
• The recent Supplement filed by petitioner on 08/18/26 clarified and/or confirmed that one interested party (T. Holzum) is a minor, one interested party (D. Edwards) is an adult with a developmental disability who may lack capacity; the Supplement offered petitioner’s opinion that a Guardian ad litem may be required for the former and is required for the latter. As the court discussed with counsel at the last hearing, a Guardian ad litem would appear necessary for both purs. to PrC§1003 and Local Rule 8.07.
New Notes:
• Per the Supplement filed by petitioner on 08/18/26, two of the interested parties due notice, one of whom is a Respondent, are deceased and their estates “may require representation”. Notice of Hearing therefore does not appear complete purs. to PrC§17203(c) which proscribes notice when a person entitled to notice has been deceased for at least 40 days. Please supplement the petition again, purs. to CRC rules 7.3 and 7.53, identifying who is due notice purs. to PrC§17203(c).
• An Ex Parte Petition for Appointment of Guardian ad Litem, for interested party D. Edwards, was on 08/20/26 returned for correction by the Probate Examiner.
Objection filed 01/09/26, by E. Shipley.
As the 08/18/26 provided new information which indicates that notice is not complete, recommend court allow another continuance to allow time for perfection of notice and appointment of Guardian ad litem purs. to Local Rule 8.07; and recommend court reiterate that all defects must be cured, including the perfection of notice, or the case may be dismissed.
Appearance by counsel required (by VCourt if preferred).
PR-25-001303 ESTATE OF CHARLES O. SLOCUMB
Hearing on Verified Petition of Surviving Spouse and co-Executor for (1) Removal of co-Executor Nereyda Morales (Probate Code § 8502); (2) Suspension of co-Executor’s Powers Pending Hearing (Probate Code § 8500(b)); (3) Appointment of Professional Fiduciary as Sole Administrator with Will Annexed continued from 07/08/26:
Prior Notes have been cured. Notice appears complete (Form DE-121, Notice, and Form DE-122, Citation). See PrC§§8522(b) and 8500(b).
Petitioner’s counsel filed a Status Report on 08/18/26 requesting a continuance of this matter to late October or early November “so that the parties’ efforts under the Court’s direction may continue”.
Recommend court grant the request for a continuance. The next available date is 12/10/26. Recommend continuance to 12/10/26.
Appearance not required (by VCourt if preferred).
PR-26-000543 MATTER OF THE SLOCUMB 2021 LIVING TRUST
Hearing on Petition of Surviving Settlor for: (1) Removal of Co-Trustee Nereyda “Nettie” Morales; (2) Suspension of Co-Trustee’s Powers Pending Hearing; (3) Appointment of Professional Trustee as Sole Successor Trustee; and (4) in the Alternative, Reformation of Trust continued from 07/21/26:
Petitioner’s counsel filed a Status Report on 08/18/26 requesting a continuance of this matter to late October or early November “so that the parties’ efforts under the Court’s direction may continue”.
Recommend court grant the request for a continuance. The next available date is 12/10/26. Recommend continuance to 12/10/26.
Appearance not required (by VCourt if preferred).
PR-26-000064 ESTATE OF GREGORY C. MERCIADIS
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 05/05/27 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).
PR-26-000177 MATTER OF PATRICK HEANEY REVOCABLE TRUST
1. Hearing on First Amended Petition (file-marked 04/27/26) to Compel Accounting; Require Inventory and Appraisal; Restrict Distribution; Impose Court Supervision; Compel Production of Documents and Accounting Related to Sale of Trust Property filed by Amanda Heaney and Tina Heaney continued from 04/28/26:
• Amended Petition omitted the names, ages (or status as adults or minors), and mailing addresses of those entitled to notice (PrC§17201).
• Notice of Hearing is not complete. The Notice of Hearing (NOH) file-marked 04/27/26 was already determined by the court to be defective (untimely) and every other NOH filed after that point for this amended petition reflected the wrong hearing date. This matter was originally heard on 04/28/26 and on 04/28/26 the court continued this hearing to 08/27/26. None of the NOH forms filed by the petitioners reflect a hearing date of 08/27/26. Recommend court set a date certain for notice to be perfected or petition may be dismissed.
2. Hearing on Petition Regarding Internal Affairs of a Trust Accounting of Trustee for Surcharge of Amanda Heaney, Tina Heaney filed 03/26/26 by Monica Wagner, continued from 05/19/26, 06/10/26:
Objection filed – 05/04/26, by Amanda Heaney and Tina Heaney.
On 06/23/26, the second cause of action of this petition was granted in part and order was signed. The First, Third, and Fourth causes of action remain contested.
Need status.
Appearance by co-petitioners (self-represented) and counsel for competing petitioner required (by VCourt if preferred).
PR-24-000357 ESTATE OF LARRY D. EMENS, SR.
Hearing on Petition for Final Distribution of Estate on Waivers of Account; First and Final Report of Administrator; and for Reimbursement of Personal Monies Advanced:
Submit to court’s determination: The personal representative reports he made two preliminary distributions to each of the three heirs (including himself) without first giving notice of proposed action, a requirement of which he alleges he was unaware. For distributions of the size reported, a notice of proposed action would not have been sufficient; a noticed petition for the court’s prior approval was required. See Probate Code §§ 10501, 11620. Receipts of distribution are on file for all six reported distributions.
Appearance by personal representative (self-represented) required (by VCourt if preferred).
PR-24-000358 ESTATE OF CHARLET GIVARGIS
Hearing on Petition for Order Approving Settlement Agreement:
Notice appears complete.
If no one appears to object, Recommend approval of petition.
Appearance not required (by VCourt if preferred).
PR-25-000299 ESTATE OF GARY JACKSON
Hearing on PrC§12200 Status Report of Administration:
• Notice of Hearing file-marked 07/09/26 did not reflect that notice was given to the creditors that have filed claims and for whom it does not appear that personal representative has filed Forms DE-174 Allowance or Rejection of Creditor’s Claim [PrC§§12201(b), 48].
Recommend court order personal representative to perfect notice pursuant to PrC§12201 before the next hearing or surcharge may be imposed. If the Petition for Final Distribution is filed prior to the next hearing, the next hearing may be vacated.
Recommend continuance to 10/02/26 to allow time to perfect notice.
Appearance not required (by VCourt if preferred).
PR-25-001317 ESTATE OF DENNIS HENSLEY
Hearing on First and Final Account; Report of Administration; Allowance of Compensation to Administrator for Ordinary Services; Allowance of Compensation to Attorney for Ordinary Services; Request for Reimbursement to Administrator for Costs Advanced; and Petition for Final Distribution:
Notes have been cured. Please note for the future that funeral costs are a Claim against the estate, and the personal representative ought to have submitted a Creditor’s Claim to the court for its allowance or rejection purs. to PrC§§9000 et seq.
Recommend approval of Account and Petition as supplemented.
Recommend Discharge Review Hearing 03/25/27 purs. to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
PR-26-000697 MATTER OF KURT EDWARD SMITH LIVING TRUST
Hearing on Petition for Order Confirming Trust Assets and Directing Transfer of Assets:
Recommend approval of petition, if no one appears to object.
Appearance not required (by VCourt if preferred).
PR-26-000796 ESTATE OF ALFREDO C. FLORES JR., AKA ALFREDO FLORES, JR.
Hearing on Spousal Property Petition:
If no one appears to object, Recommend approval of Petition.
Appearance not required (by VCourt if preferred).
FRIDAY, AUGUST 28, 2026
Department 22
8:30 a.m.
PR-24-000282 ESTATE OF ELIZABETH C. ESQUIVEL
Hearing on Report on First and Final Account and Petition for Final Distribution, for Exoneration of Bond, and for Allowance of Compensation to Attorneys and Personal Representative for Ordinary Services continued from 08/11/26:
Prior defects cured.
Recommend approval of petition as supplemented.
Recommend Discharge Review Hearing 02/25/27 pursuant to Local Rule 8.92.
Appearance by counsel required pursuant to the language in the proposed order which indicates an appearance was made (by VCourt if preferred).
PR-26-000602 ESTATE OF DELBERT OLEN EVITT
(1) Hearing on Petition for Probate of Will and for Letters Testamentary continued from 07/28/26:
Wavier of bond on file for sole heir.
• Will was not witnessed. Declaration re: supporting evidence not on file. See PrC§§8221, 6110. Form DE-135 (file-marked 06/04/26) does not appear adequate for this purpose. In addition, a notary is not a subscribing witness as defined in the statute.
(2) Prove Up Hearing set on court’s own motion:
On 07/28/26, the court directed petitioner to file a verified declaration regarding supporting evidence 10 days before the hearing. Declaration of Petitioner, Kenneth Bryan Evitt, (file marked 08/03/26) is on file. Submitted to Judge for determination.
Hearing Required.
Appearance required (by VCourt if preferred).
PR-26-000625 ESTATE OF JHONNA CELESTINE LAMUR
Hearing on Spousal Property Petition continued from 07/28/26:
Prior Notes have been cured.
Recommend approval of petition, if no one appears to object.
Need new proposed Order; Order submitted 07/24/26 does not agree with the petition:
• Item 5a of the proposed Order was not checked, but corresponding item 1a of the Petition was checked.
• Item 8 was checked, but does not appear to apply in this case.
• Attachments omitted. See items 5a and 7a, and the corresponding attachments to the petition: 7a and 7b.
Appearance not required (by VCourt if preferred).
PR-26-000631 ESTATE OF DOUGLAS FERRELL JONES
Hearing on Petition to Determine Succession to Primary Residence continued from 07/29/26:
Prior Notes have been cured.
Recommend court find notice complete and approve petition, if no one appears to object.
Appearance not required (by VCourt if preferred).
PR-26-000639 ESTATE OF FAKEHA NAGI DABWAN, AKA FAKA DABWAN
Hearing on Spousal Property Petition continued from 07/29/26:
Prior Notes have been cured.
Recommend approval of petition, if no one appears to object.
Appearance not required (by VCourt if preferred).
PR-26-000758 ESTATE OF GUADALUPE RUBIO
Hearing on Petition for Letters of Administration continued from 08/05/26:
Prior defects cured.
• Petition seeks no bond, and an order that “any funds” be deposited in a blocked account at Bank of Stockton. The petition alleges personal property estimated at $0.00 and real property estimated at $385,000.00 with a encumbrance $61,000.00. Submitted to court for determination.
Appearance by counsel required (by VCourt if preferred).
MONDAY, AUGUST 31, 2026
Department 22
There are no decedent's estates or trusts on calendar
TUESDAY, SEPTEMBER 01, 2026
Department 22
8:30 a.m.
PR-19-000918 THE MADISON N. BOLING SPECIAL NEEDS TRUST
(1) Order to Show Cause issued 05/07/26 to Stephen W. Dale, Esq.
On 05/07/26, the Court ordered Mr. Dale to appear at the 09/01/26 hearing.
(2) Order to Show Cause issued 01/13/26 to Teresa Boling continued from 05/07/26:
To appear and show cause for failure to appear at the 01/13/26 hearing and failure to file First and Final Account.
On 09/30/25, the Court directed Trustee to file and serve a Final Account and Report within 60 days purs to PrC §16062.
On 05/07/26, the Court ordered trustee, Teresa Boling to appear on 09/01/26 and provide an accounting. Accounting is not on file.
(3) Hearing for Removal of Trustee and Appointment of Successor Trustee set on the court’s own motion:
On 01/13/26, the court indicated it intends to appoint a fiduciary for successor trustee.
Appearance by trustees and trustee’s counsel mandatory (by VCourt if preferred).
PR-22-001147 ESTATE OF VIRGINIA J. WILTON
Hearing on Amended Second and Final Account and Petition for Final Distribution and for Compensation for Ordinary and Extraordinary Services continued from 05/05/26:
In the future, please ensure that the caption is specific as to whether compensation is sought for personal representative, or counsel, or both.
Prior Notes have been cured.
Submit request for extraordinary compensation to court for determination (counsel’s Declaration file-marked 08/06/26).
Appearance by counsel required (by VCourt if preferred).
PR-23-000606 ESTATE OF OFELIA VALDEZ
Account Review Hearing continued from 04/16/26:
On 04/16/26 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.
• Neither Petition for Final Distribution nor PrC§12200 Status Report have been filed.
Recommend court issue Order to Show Cause to personal representative and personal representative’s counsel to be personally present pursuant to PrC§12202:
o To show condition of estate and why estate cannot be distributed and closed;
o So that court may order personal representative to prepare and file a First Account Current at the court’s discretion pursuant to PrC§12202(b).
o Noncompliance may result in removal of personal representative from office (PrC§§12204, 8500).
Appearance by Executor and Executor’s counsel required (by VCourt if preferred).
PR-24-001232 ESTATE OF JEFFREY VAUGHN CHASE
Account Review Hearing continued from 04/28/26:
PrC§12200 Status Report has been filed and set for hearing 09/16/26
Hearing of 09/16/26 will be confirmed.
Appearance not required (by VCourt if preferred).
PR-26-000093 ESTATE OF LOUISE REIS, AKA LOUISE G. REIS
Hearing on Petition to Determine Succession to Primary Residence continued from 03/11/26, 07/21/26:
Prior Notes were cured.
Submitted to the court for determination: On 07/21/26, the court directed petitioners to file a substantive rebuttal to the PrC§6112 presumption (since one of the witnesses of decedent’s will is also a devisee in the will). Declaration file-marked 08/24/26 was filed in response.
Appearance by at least one of the eight co-petitioners (self-represented) required (by VCourt if preferred).
PR-26-000253 MATTER OF PHILLIP MELVIN GALTON 2022 REVOCABLE LIVING TRUST
Hearing on Petition for: 1. Cancellation of Instrument (Undue Influence; Lack of Capacity); 2. Removal of Trustee; 3. Financial Elder Abuse continued from 05/07/26:
Prior Notes have been cured. Notice appears complete.
Submit to court whether to set deadline for filing of objection.
Appearance by counsel required (by VCourt if preferred).
PR-26-000254 ESTATE OF WILLIAM A. NELSON, AKA WILLIAM ARTHUR NELSON, AKA BILL NELSON
Hearing on Petition for Letters of Administration continued from 05/06/26:
Requested bond of $480,000.00 appears adequate based on estimated value of estate alleged in the petition.
• Letters, Form DE-150, submitted 04/03/26 omitted the decedent’s aka’s in the caption.
• Declaration (file marked 05/05/26) cured the prior defects in the petition; however, it is not verified and did not include a proof of service.
o See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address these defects. See also CRC 7.103(b).
o Prior defects in the petition for reference:
Name of decedent recited on Item 1 of the Notice of Petition to Administer Estate (Form DE-121) and the Affidavit of Publication does not agree with the decedent’s name as recited on Petition (Form DE-111). (The decedent’s aka’s were omitted from caption of petition).
Need dates of death of all deceased persons listed in petition item 8.
The date recited as petitioner’s signature on the petition appears to be incorrect as it reflects a date in the future (10/03/26) and does not agree with the date stamped below the electronic signature.
On 05/06/26, the Court set a deadline of 06/26/26 for objections or competing petitions. Objections and/or competing petitions are not on file.
Recommend court direct petitioner to cure defects in the Declaration.
Appearance not required (by VCourt if preferred).
PR-24-000547 ESTATE OF ADELAIDE S. LINDO, AKA ADELAIDE AUGUSTA LINDO
Hearing on First and Final Report of Administrator on Waiver of Accounting and Petition for its Settlement, for Allowance of Compensation for Ordinary Services and Costs, and for Final Distribution continued from 05/12/26:
On 05/12/26, court on its own motion took judicial notice of the Petitions to Determine Succession filed in case PR-26-000263 for the Estate of Clara Lindo and PR-26-000264 for the Estate of Joe Lindo. In each petition, the petitioner (who is the personal representative of this estate) alleged that the decedents CLARA and JOE each owned 1/3 of the real property asset that is also the sole asset of this estate. In this estate proceeding, the personal representative alleged that this decedent owned 100% of the subject property.
It appeared to the Probate Examiner that the personal representative may have filed the two related Petitions to Determine Succession anticipatorily, based on the expected inheritance from this estate. It also seemed that the personal representative intended or intends to show in this matter that he and his brother MANUEL LINDO are the sole successors-in-interest in the estates of both CLARA and JOE purs. to PrC§13006.
In response to the above notes and following the hearing on 05/12/26, the personal representative filed a Supplement, file-marked 08/17/26.
Submitted to court for determination.
Appearance by counsel required (by VCourt if preferred).
PR-26-000263 ESTATE OF CLARA F. LINDO, AKA CLARA FATIMA LINDO
Hearing on Petition to Determine Succession to Primary Residence continued from 05/12/26:
• Prior Note remains: Copy of grant deed showing current title was not attached or provided on separate pleading. See Local Rule 8.99.
o An “Amended Attachment 11” was filed as a separate document, not attached to a verified pleading. This is not an acceptable way to cure this defect. See CRC rules 7.3 and 7.104.
On 05/12/26, the court took judicial notice of the Petition to Determine Succession filed in case PR-26-000264 for the Estate of Joe Lindo, and the Petition for Final Distribution filed in case PR-24-000547. In the former petition and this one, the petitioner (who is the personal representative of the Estate of ADELAIDE LINDO) alleged that the decedents CLARA and JOE each owned 1/3 of the real property asset that is also the sole asset of this estate. In Estate of ADELAIDE, the personal representative alleged that ADELAIDE decedent owned 100% of the subject property.
It appeared to the Probate Examiner that the personal representative may have filed the two related Petitions to Determine Succession anticipatorily, based on the expected inheritance from Estate of ADELAIDE. It also seemed that the personal representative intended or intends to show in this matter that he and his brother MANUEL LINDO are the sole successors-in-interest in the estates of both CLARA and JOE purs. to PrC§13006; the personal representative is not seeking a court order distributing any asset to the estates of CLARA or JOE.
Recommend court hold a hearing and inquire of petitioner what percentage, if any, of the real property each decedent owned at the time of their passing.
Recommend court inquire of petitioner as to the authority under which he seeks a court order distributing the 100% of the real property currently titled to ADELAIDE to the personal representative, when he also seeks a court order determining that the two 1/3 shares of the same real property each owned by CLARA and JOE passes to the personal representative in related cases PR-26-000263 and PR-26-000264.
Submitted to court for determination.
Appearance by counsel required (by VCourt if preferred).
PR-26-000264 ESTATE OF JOE A. LINDO, AKA JOE ALBERTO LINDO
Hearing on Petition to Determine Succession to Primary Residence continued from 05/12/26:
• Prior Note remains: Copy of grant deed showing current title was not attached or provided on separate pleading. See Local Rule 8.99.
o An “Amended Attachment 11” was filed as a separate document, not attached to a verified pleading. This is not an acceptable way to cure this defect. See CRC rules 7.3 and 7.104.
On 05/12/26, the court took judicial notice of the Petition to Determine Succession filed in case PR-26-000263 for the Estate of Clara Lindo, and the Petition for Final Distribution filed in case PR-24-000547. In the former petition and this one, the petitioner (who is the personal representative of the Estate of ADELAIDE LINDO) alleged that the decedents CLARA and JOE each owned 1/3 of the real property asset that is also the sole asset of this estate. In Estate of ADELAIDE, the personal representative alleged that ADELAIDE decedent owned 100% of the subject property.
It appeared to the Probate Examiner that the personal representative may have filed the two related Petitions to Determine Succession anticipatorily, based on the expected inheritance from Estate of ADELAIDE. It also seemed that the personal representative intended or intends to show in this matter that he and his brother MANUEL LINDO are the sole successors-in-interest in the estates of both CLARA and JOE purs. to PrC§13006; the personal representative is not seeking a court order distributing any asset to the estates of CLARA or JOE.
Recommend court hold a hearing and inquire of petitioner what percentage, if any, of the real property each decedent owned at the time of their passing.
Recommend court inquire of petitioner as to the authority under which he seeks a court order distributing the 100% of the real property currently titled to ADELAIDE to the personal representative, when he also seeks a court order determining that the two 1/3 shares of the same real property each owned by CLARA and JOE passes to the personal representative in related cases PR-26-000263 and PR-26-000264.
Submitted to court for determination.
Appearance by counsel required (by VCourt if preferred).
PR-26-000599 ESTATE OF JON W. KINSEY, AKA JON WHITFIELD KINSEY
Hearing on Amended Petition (file-marked 06/09/26) for Probate of Will and for Letters Testamentary continued from 07/23/26:
Will is not self-proving per Local Rule 8.23. Proof of Subscribing Witness is on file.
Prior Note remains:
• Affidavit of publication not on file. See Local Rule 8.12.
Appearance by counsel required (by VCourt if preferred).
PR-24-001248 ESTATE OF ALICIA MALDONADO MIJARES
Hearing on PrC§12200 Status Report of Administration:
Notice appears complete.
Recommend court set a further Account Review Hearing 01/14/27.
Appearance not required (by VCourt if preferred).
PR-24-001348 ESTATE OF VALERIE A. SCOTT
Hearing on Waiver of First and Final Account and Report of Administrator, Petition for Settlement, for Payment of Attorney Fees and Costs and for Final Distribution:
• Waivers of Accounting do not bear notary’s acknowledgement (Local Rule 8.69).
Recommend continuance to 10/02/26 to allow time to cure defect.
Appearance not required (by VCourt if preferred).
PR-25-000967 ESTATE OF KENT PAUL GONZALES
Hearing on Waiver of Account and Petition for Allowance of Statutory Compensation to Administrator and Attorney; for Costs Reimbursement to Administrator and Attorney; and for Final Distribution:
Please be aware in future Notes that paragraph 10 (lines 27-28) of the Report does not appear sufficiently detailed pursuant to PrC§9202(b) (knowledge of personal representative or estate attorney).
• Waivers of Accounting do not bear notary’s acknowledgement (Local Rule 8.69); Waivers must be filed separately (not only attached to as Exhibits to this pleading) (PrC§10954).
• Petition paragraph 21.B. reflected that the personal representative is seeking “reimbursement” including being paid $30.00 per hour for repair work he undertook rather than hiring contractors. Review of the breakdown attached as Attachment “21B” reflects that he is seeking compensation for both himself at rates of $30.00 and $50.00, and someone named Cindy. Please supplement the petition. See California Rules of Court rules 7.3 and 7.53.
• Petition paragraph 27 reflected the only agent hired by the personal representative with whom he has an affiliate or family relationship was himself, for the repairs and clean-up of the real property. The attachments to the petition reflect that he also hired someone first name Cindy for clean up, and that he (may have) also engaged his own services as “selling agent” for the real property. Please supplement the petition. See California Rules of Court rules 7.3 and 7.53.
• Attachment 4A(1) (final seller’s escrow statement) appears to have been cut off and is missing what appears to be the bottom quarter of the page including the amount due to the seller.
• The columns of the table on the first page of Attachment “21B” run off the end of the page, so the information provided as to the personal representative’s requests for reimbursement is not complete. Please particularly provide complete detail as to the 2/21/26 reimbursement of $6,675.00 for a 1.5% seller commission.
o Funeral/burial expenses were included. Funeral expenses would appear to fall under PrC§9000 (creditor’s claims), and pursuant to PrC9252, Administrator’s creditor’s claim was not submitted to the court for allowance or rejection. Please provide supporting documentation.
o Can personal representative explain why an additional seller commission was necessary besides the commission reflected in the final seller’s escrow statement?
• Please provide copies of supporting documentation regarding the personal representative’s requests for reimbursements, e.g.: invoices noted as paid, receipts, 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.
• Any costs incurred by the personal representative for attendance at the decedent’s funeral services would not appear to be a reimbursable expense of administration; please clarify if the AirBnB expense dated 08/03/25 was for petitioner’s own overnight accommodations, or if it was the venue for a family gathering ($1,270.93).
Recommend continuance to 12/03/26 to allow time to cure defects.
Recommend court vacate Account Review Hearing of 01/20/27.
Appearance not required (by VCourt if preferred).
PR-25-001101 MATTER OF MATTHEW EOFF, OR MATTER OF DURABLE POWER OF ATTORNEY OF RUFUS SANTOS, PRINCIPAL
Hearing on Motion to Deem Requests for Admission, Set Two, Admitted; Request for Monetary Sanctions:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…
PR-26-000705 MATTER OF JEWELL A. SMALLEY TESTAMENTARY TRUST
Hearing on Petition for Appointment of Successor Trustee of a Testamentary Trust:
Recommend approval of petition.
Appearance not required (by VCourt if preferred).
PR-26-000786 ESTATE OF JOSEPH RONALD RENDA
Hearing on Spousal Property Petition:
The following defects must be addressed in the Petition (Form DE-221):
• Item 8 incomplete (written agreement does or does not exist).
• Attachment 7 was not attached (relevant facts to support allegation that the subject property is community property). See item 7 of the petition and Local Rule 8.98.
• Attachment 7a was not attached specifying the percentage of ownership in the real property.
• Attachment 7b was not attached specifying the percentage of ownership in the real property.
• Copy of grant deed showing current title was not attached or provided on separate pleading. See Local Rule 8.98B.
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address these defects.
Petitioners may consider supplementing petition to provide the missing information.
Judicial Council forms are available for download here: https://www.stanislaus.courts.ca.gov/forms-filing/common-forms-packets
Declarations may be written on Judicial Council Form MC-030 Declaration or on pleading paper.
Proof of Service is Form POS-030.
The following defects must be addressed in the Court’s file:
• Notice of this hearing, Form DE-120, not on file.
• Proposed Order, Form DE-226, not yet submitted.
Consider visiting the California Courts Self Help page at https://selfhelp.courts.ca.gov/probate/simple-transfer and downloading forms from https://www.courts.ca.gov/forms.htm
Appearance by petitioner (self-represented) required. Anyone appearing at this hearing may do so either in person or remotely, by telephone, using VCourt.
PR-26-000817 ESTATE OF ELLEN L. GIBBS
Hearing on Petition for Probate of Will and for Letters Testamentary:
• Affidavit of publication not on file. See Local Rule 8.12.
• Petition item 1 did not include the name of the newspaper where Petitioner intends to publish notice. See Probate Code section 8121 and the court’s website here: https://www.stanislaus.courts.ca.gov/divisions/probate/newspapers
• Petition item 3f(2) identified the date of only one codicil; lodged with the court are two codicils: one dated 04/28/22, and the other dated 01/27/25.
• Petition item 5a(3) or (4) incomplete (existence of registered domestic partner).
• Petition item 5a(7) or (8) incomplete (existence of issue of a predeceased child).
• Petition item 5b incomplete (existence of stepchild or foster child who would have been adopted but for a legal barrier).
• Petition item 8 did not include the proposed personal representative (Local Rule 8.26 D).
• Petition item 8 must list all those named in Will in any capacity, whether or not they are named as beneficiaries under the Will, and whether they are living or deceased.
o If they are deceased, please include the date of death. If the exact date of death is not known, please use the approximate date of death.
• Petition item 8 must include names as they are written in the Will; AKA’s may be used to identify the correct individuals.
• Proposed Order: item 2c(2) must include the date of the second codicil, dated 01/27/25.
• Are the other two co-executors named in the decedent’s second codicil unwilling or unable to serve as co-executor? Declination of named co-executor(s) not on file. See Local Rule 8.18.
Appearance by petitioner (self-represented) required. Anyone appearing at this hearing may do so either in person or remotely, by telephone, using VCourt.
PR-26-000824 ESTATE OF ROSALIO O. ARCOS, SR., AKA LEO ARCOS, SR., AKA LEO O. ARCOS, AKA LEO AROOS
Hearing on Petition for Probate of Will and for Letters Testamentary:
Will is self-proving.
• Affidavit of publication not on file at time of review. See Local Rule 8.12.
Recommend continuance to 10/02/26 to allow time to cure defect.
Appearance not required (by VCourt if preferred).