Probate Notes

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

FRIDAY, JUNE 05, 2026
Department 24 
8:30 a.m.

2200638 ESTATE OF DARYEL JOSEPH KASINGER, AKA DARYEL J. KASINGER, DARYEL KASINGER 
Discharge Review Hearing continued from 01/16/26, 04/03/26:
Ex Parte Petition for Final Discharge and Order has been submitted and approved.
Hearing has been vacated.

Department 22
8:30 a.m.

PR-24-001128 ESTATE OF SARENA SUE GAWTHORP
Hearing on Waiver of Account, Report of Administrator, Petition for Allowance of Statutory Fees to Personal Representative, and Attorney and for Final Distribution continued from 05/14/26:
Nothing filed since last hearing. Prior notes remain:
•    Waivers of Accounting do not bear notary’s acknowledgement (Local Rule 8.69); Also, Waivers must be filed separately rather than attached to a pleading (PrC§10954).
•    Itemization of costs of administration was omitted (see Local Rules 8.69, 8.83K).
•    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. 
•    Need schedule calculating gains/losses on sales pursuant to Local Rule 8.65 B 4, CRC rule 7.550(b).
•    Need schedule of proposed distribution. See Local Rule 8.83M.
Recommend continuance to 08/07/26 pursuant to the request of counsel to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-25-001129 MATTER OF GEORGE W. MOORE TRUST
Hearing on Petition for an Order to Confirm Validity of Trust; Confirm Trustee; and Confirm Asset to Trust continued from 02/19/26, 05/20/26:
Points and Authorities have been filed as the court directed, addressing the prior Note:
•    The facts presented in this matter are that the title of the real property at issue is currently held in the name of the Trustor and his late wife (Peggy Moore), as husband and wife. According to the petition, a (valid) court order determining that the trustor’s late wife’s interest in the real property passed to the trustor has not been located. It therefore appears premature for the court to approve this petition, when the trustee has not shown that they have a claim to the property interest belonging to the trustor’s late wife. [Petitioner has argued that the trustor believed he held title, but petitioner has shown that trustor did not hold title. See PrC§850(a)(3).]
Submitted to court for determination.
Appearance by counsel required (by VCourt if preferred).

MONDAY, JUNE 8, 2026
Department 21
8:30 a.m.

PR-24-000337 ABEL RIVAS GONZALEZ LIVING TRUST DATED AUGUST 15, 2023
Settlement Conference:
Any person wishing to appear remotely must obtain the court’s permission to appear via VCourt by contacting the courtroom clerk.

TUESDAY, JUNE 9, 2026
Department 23
8:30 a.m.

84236 MATTER OF THE REIANNA DELGADO REVOCABLE TRUST
Hearing on Eleventh Account and Report by Trustee for the Period of 01/01/24 through 12/31/25, Petition for its Settlement and Approval, for Allowance of Trustee’s Compensation and Attorneys’ Fees and Costs:
Notice appears complete.
Attorney fees exceed county norms.  Declaration in Support of Attorney’s Fees (file marked 5/27/26) submitted to Judge for determination.
•    Order recites attorney’s fees as $4,500.00 which matches the petition but does not agree with counsel’s declaration (total billing = $5,808.00). May need new order.
•    Declaration appears to request an amount higher than requested on petition. Please explain.
Appearance by counsel required (Any person wishing to appear remotely must obtain the court’s permission to appear via VCourt by contacting the courtroom clerk).

Department 22
8:30 a.m.

PR-24-001137 ESTATE OF LESLIE DAWN BATTLES
Account Review Hearing:
Petition for Final Distribution has been filed and set for hearing 08/06/26.
Hearing of 08/06/26 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-25-000081 ESTATE OF PAMELA JOAN BARNUM, AKA PAMELA J. BARNUM
Inventory Review Hearing:
Letters issued 12/05/25. Inventory and Appraisal due 04/06/26.
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-25-000286 ESTATE OF RAMONA SANCHEZ, AKA RAMONA SUBIA SANCHEZ, AKA RAMONA S. SANCHEZ
Inventory Review Hearing:
Letters Issued 12/10/25.  Inventory and Appraisal due 04/10/26.
Inventory and Appraisal not on file at time of review.
Recommend continuance to 09/03/26 to allow time to file above pleading.
Appearance not required (by VCourt if preferred).

PR-25-000866 ESTATE ANGELINA GARCIA, AKA ANGIE JOSEPHINE NUNEZ, AKA ANGELINA N. GARCIA
Inventory Review Hearing:
Letters Issued 12/05/25.  Inventory and Appraisal due 04/05/26.
Partial Inventory and Appraisal is on file.
Final Inventory and Appraisal not on file at time of review.
See Local Rule 8.41 B, Probate Code section 8800 et seq.
Defects in the Partial I&A:
•    The caption fails to identify the number (1, 2, 3…etc) next to “Partial No.” 
•    Date of death recited as June 14, 2015 does not match the petition which recites the date of death as June 14, 2025.
•    Attachment is not labeled appropriately.  It appears that personal representative has considered it to be attachment 1 as it was appraised by the personal representative.  Anything included in Attachment 1 is presumed to have been appraised by the personal representative and not by the Probate Referee.  The unlabeled attachment contains property which pursuant to Probate Code sections 8000 et seq. appears to fall under the category of property which ought to have been included in an Attachment 2 and appraised by the Probate Referee. See Instructions on page 2 of that form.  
•    Inventory and Appraisal omits characterization of decedent’s property [PrC§8850(c)] (separate or community). This information will be needed prior to the closing of the 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 by Administrator (self-represented) required (Anyone appearing may do so in person or remotely, by telephone using VCourt).
 

PR-25-001044 ESTATE OF DANIEL ABELINO LAND-ARELLANO, AKA DANIEL A. ARELLANO
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 03/10/27 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-25-001067 ESTATE OF BASIL BARRANT DAVIS, SR.
Inventory Review Hearing:
Letters Issued 12/18/25.  Inventory and Appraisal due 04/20/26.
A Partial No. 1 Inventory and Appraisal on file.
•    Inventory and Appraisal omits characterization of decedent’s property [PrC§8850(c)]. This information will be needed prior to the closing of the estate.
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-25-001076 ESTATE OF KIRK DAVID BAKER 
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
•    Inventory and Appraisal omits characterization of decedent’s property (community or separate property) [PrC§8850(c)]. This information will be needed prior to the closing of the estate.
•    Current bond does not appear sufficient. Personal Representative did not file ex parte for increase of bond [PrC§8480(c), CRC 7.204].
Appearance by counsel required, to address bond (by VCourt if preferred).

PR-25-001092 ESTATE OF JANICE SIMOES, AKA JANICE C. SIMOES, AKA JANICE CAROL SIMOES
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 02/03/27 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-25-001094 ESTATE OF MARK CHRISTOPHER WALLACE, AKA MARK C. WALLACE
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Petition for Final Distribution has been filed and set for hearing on 07/29/26.
Hearing of 07/29/26 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-26-000122 ESTATE OF FRANCISCO H. CORTEZ
Hearing on Petition for Letters of Administration continued from 03/19/26:
Nothing filed since last hearing. Prior notes remain:
Defects in the Form DE-111, Petition:
•    Caption box did not address “Authorization to Administer Under the Independent Administration of Estates Act.”
•    Item 5a(3) or (4) incomplete (existence of registered domestic partner).
•    Item 5b incomplete (existence of stepchild or foster child who would have been adopted but for a legal barrier).
•    Item 8 did not identify/label the proposed personal representative (Local Rule 8.26 D).
The following must be addressed in the Court’s file:
•    Waivers of bond [Form DE-142/DE-111(A-3e)] not on file for all intestate heirs (see Probate Code section 6401). Bond may be required. Full bond would be 31,000.00. Minimum bond would be $20,000.00 pursuant to Local Rule 8.33.  Submitted to Judge for determination.
•    Form DE-121 Notice of Petition to Administer Estate omitted service to one of the heirs reflected in Item 8 of the petition.
•    Affidavit of publication not on file. See Local Rule 8.12.
•    Form DE-140, Proposed Order, not submitted.
•    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 these defects.
Appearance by petitioner (self-represented) required (by VCourt if preferred).

PR-24-000923 ESTATE OF THOMAS J. TROCHE, AKA THOMAS JOSEPH TROCHE, THOMAS TROCHE
Hearing on First and Final Report of Administrator on Waiver of Account and Petition for Allowance of Statutory Compensation to Administrator and Attorney and for Final Distribution:
As per the Probate Note from the hearing on 10/01/2024, the cost for the second publication purs. to PrC § 8100 et seq. will not be reimbursable. Costs will be reduced by $635.14, for total reimbursement of $3,068.20.
Recommend approval of the Report and Petition with the modification above, that the request for reimbursement of costs will be approved in the reduced amount of $3,068.20.
Recommend Discharge Review Hearing 12/17/26 purs. to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-25-000040 ESTATE OF BOB A. ARSANIS, AKA BABAKHAN A. ARSANIS, BOB ABAJALOO ARSANIS
Hearing on PrC§12200 Status Report of Administration:
Notice appears complete. 
Recommend the Court allow the estate to remain open and set a further Account Review Hearing 10/27/27.
Appearance not required (by VCourt if preferred).

PR-25-000754 GEORGE GARY VENIOT LIVING TRUST DTD DECEMBER 5, 2006
(1)    Hearing on Petitioner, Tawna Veniot’s Motion to Compel Responses from Respondent, Dana Garth, to Form Interrogatories and for Monetary Sanctions Against Dana Garth for Misuse of the Discovery Process continued from 05/19/26:

(2)    Hearing on Petitioner, Tawna Veniot’s Motion to Compel Responses from Respondent, Dana Garth, to Special Interrogatories and for Monetary Sanctions Against Dana Garth for Misuse of the Discovery Process reset on the court’s own motion from 05/20/26 per court’s 05/19/26 order:

(3)    Hearing on Petitioner, Tawna Veniot’s Motion to Compel Responses from Respondent, Dana Garth, to Requests for Production of Documents and for Monetary Sanctions Against Respondent for Misuse of the Discovery Process:

SEE TENTATIVE RULINGS, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…

PR-25-000813 ESTATE OF WASMINDA MAYOL NUNEZ
Hearing on Petition for Final Distribution of Estate, Waiver of Account, Report of Executor, Settlement of Estate, and for Allowance of Attorney Compensation and Extraordinary Fees; and for Final Distribution:
Notice of Hearing not on file (PrC §§ 10830, 11000, 11601).
Two late Creditor Claims were recently rejected by the personal representative, on 03/25/26. Creditors appear to have until late June 2026 to act on a rejected claim (PrC§§9250, 9353). Please supplement the Report pursuant to PrC§10900(b) after 06/24/26. See California Rules of Court rules 7.3 and 7.53.
Waivers of Accounting do not bear notary’s acknowledgement (Local Rule 8.69).
Proposed Order not yet submitted.
Recommend continuance to 07/31/26 to allow time to cure defects.
Recommend court vacate Account Review Hearing of 11/12/26.
Appearance not required (by VCourt if preferred).

PR-26-000116 JOSHUA MCCLAIN AND EDITH MCCLAIN FAMILY TRUST
Hearing on Petition for Removal of Trustee/Administrator and Revocation of Letters of Administration (filed by Lynn Blackman Jr.):
•    Petition seeks to remove trustee but did not identify and seek confirmation of the named successor under the trust.
•    Petition does not appear to allege that venue is proper in this county (PrC§17005).
•    Body of petition omitted the legal description and assessor’s parcel numbers for the piece of real property.
•    Body of Petition omitted the names and mailing addresses of those entitled to notice (PrC§17201).
•    It appears necessary that the court set a bond pursuant to PrC§15602(a)(3), however petition did not request a bond, nor did it allege the amount of bond that would be appropriate.
•    Petition is not verified (See California Rule of Court 7.103, California Code of Civil Procedure sections 2015.5, 446).
•    Page 33 of the Trust appears to be omitted.
•    Petition requests revocation of Letters of Administration but has not alleged any underlying estate case.
•    Notice of Hearing (Form DE-120) not on file.  See PC§17203(a) for notice requirements in trust proceedings.
•    Need order.
A Request for Withdrawal of Petition for Removal of Trustee and Revocation of Administration is on file (file marked 06/05/26); however, petitioner has not submitted Form CIV-110, Request for Dismissal.  Submitted to Judge for determination.
Appearance by Petitioner (self-represented) required.  (Anyone appearing may do so either in person or remotely, by telephone, using VCourt).
 

PR-26-000358 ESTATE OF GLORIA MAGHTAS
Hearing on Petition for Return of Personal Property, Probate Code §850; for Exemplary Damages Under Probate Code §859; for Conversion:
•    Notice of Hearing, Form DE-120, file marked 04/06/26, does not appear to comply with PrC §851(c)(1) (description of property), PrC §851(c)(2) (relief sought), or §851(c)(3) (statement advising interested persons). Notice therefore appears defective. See Mandatory Judicial Council Form DE-115.
•    It does not appear that the Notice of Hearing reflected personal service of the notice and a copy of the petition on the respondent. See PrC§851, CCP§§413.10 et seq.
•    Petition neither alleges a Trust nor includes a copy of a Trust.
Recommend Court require points and authorities why this petition should be filed and to address the issue of how probate court can have jurisdiction when there is no underlying estate case.
Appearance by counsel required (VCourt if preferred).
 

PR-26-000359 ESTATE OF HARRY TRUMAN DAVIS
Hearing on Petition for Probate of Will and for Letters Testamentary:
•    Petition items 7.b.(1)(a) through (e) were left blank. Please see the text in parentheses next to item 7.b.(2) and Probate Code section 6402.5(a).
•    Petition item 8 did not identify any of the heirs of decedent’s late spouse. See above note.
•    Petition item 8 did not include the dates of death for those who are deceased.
•    Petition item 8 must include the proposed personal representative. See Local Rule 8.26.
•    Petition item 8 must include all named executors, even the ones who aren’t going to serve. See Local Rule 8.26 and PrC§8110(b).
•    Form DE-121, Notice of Petition, not on file for the named co-executor. See Local Rule 8.14 and PrC§8110(b).
•    Please provide a family tree attached to a verified pleading.
•    The document which petitioner attached as the purported will is declared by the decedent to be his Living Trust; review of the document reflects that the decedent did not once refer to it as his will. The document contains some language that is typical in either a will or trust. Please provide points and authorities regarding admission of the “Living Trust of Harry Truman Davis” to probate.
•    Purported will is not self-proving per Local Rule 8.23.  Proof of Subscribing Witness (Form DE-131) not on file.
•    Forms DE-140 and DE-150, Proposed Order and Letters, not submitted.
In the future, please take care when reviewing the notice prior to publication, as there appear to be several typographical errors in the notice affixed to the affidavit of publication (decedent’s name, street address of the court).
Recommend continuance to 09/16/26 to allow time to cure defects.
If admitted to probate as the will, some terms of the “Living Trust” will make distribution difficult. Some terms have nothing to do with the probate of the estate (like things that will happen while decedent is still alive); some are unintelligible (last sentence of Article Five Death Taxes).
Appearance not required (by VCourt if preferred).

PR-26-000434 ESTATE OF DIANNE ARAMBEL-POOLE
Hearing on Petition for Letters of Administration:
Recommend approval of petition.
Recommend Inventory Review Hearing 12/09/26 pursuant to Local Rule 8.41B.
Appearance not required (by VCourt if preferred).

WEDNESDAY, JUNE 10, 2026
Department 22
8:30 a.m.

444318 MATTER OF ISAAC ORTIZ SPECIAL NEEDS TRUST
Account Review Hearing continued from 01/06/26:
Ninth Account (Petitioner’s Fourth) and Report of Trustee not on file.
Recommend court issue Order to Show Cause to Trustee to appear and show cause why surcharge should not be imposed, and/or the Trustee removed, for failure to present Account.
Appearance by Trustee and Trustee’s counsel mandatory (by VCourt if preferred).

PR-23-000916 ESTATE OF MARGIE MORINE BRISBY, AKA MORINE BRISBY
Account Review Hearing continued from 10/07/25, 01/21/26:
On 01/21/26 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.
• 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 Administrator and Administrator’s counsel required (by VCourt if preferred).

PR-23-000963 ESTATE OF GARY ALAN JOHNSON
Account Review Hearing:
Account Review Hearing will be dropped.

Hearing on Order to Show Cause issued 02/18/26 to petitioner:
To appear and show cause why the court should not dismiss the petition to determine entitlements.
Recommend continuance to 07/14/26 to coincide with hearing on Petition for Final Distribution

Hearing on Court’s Motion to Dismiss the Petition to Determine Entitlements, set by Minute Order 10/15/25, 02/18/26:
Opposition (purs. PrC§11702) filed 12/03/24 (by the personal representative in his capacity as an heir).
On 04/16/25, the parties stipulated to engage in mediation. 
A Notice of (conditional) Settlement was filed by the petitioner on 08/26/25.
A Petition to Approve a Settlement has not been filed.
Recommend continuance to 07/14/26 to coincide with hearing on Petition for Final Distribution.

A Petition for Final Distribution has been filed and set for hearing on 07/14/26. Cursory review reflects that the petition seeks distribution pursuant to an agreement. The agreement does not bear notary’s acknowledgment as required by Local Rule 8.87. A petition to approve the settlement agreement may be required.

Appearance not required (by VCourt if preferred).

PR-23-001193 ESTATE OF MARTIN J. McKEAN, AKA MARTIN McKEAN
Account Review Hearing continued from 01/28/26:
A Petition for Final Distribution has been filed and set for hearing on 07/07/26. 
Hearing of 07/07/26 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-24-000148 ESTATE OF TIMOTHY ALLEN OWNBY, SR
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 12/15/26 to allow time for filing of above pleadings. 
If neither pleading is on file by the next hearing date, the court may issue an order to show cause for personal representative to appear pursuant to PrC§12202.
Appearance not required (by VCourt if preferred).

PR-24-000372 ESTATE OF LAVERNE BARBARA GEORGE
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 12/15/26 to allow time for filing of above pleadings. 
If neither pleading is on file by the next hearing date, the court may issue an order to show cause for personal representative to appear pursuant to PrC§12202.
Appearance not required (by VCourt if preferred).

PR-24-001099 ESTATE OF PAMELA J. DOBBYN, AKA PAMELA JUNE DOBBYN
Account Review Hearing:
Account Review Hearing will be dropped.

Hearing on First and Final Account of Administrator and Petition for Allowance of Compensation to Attorney for Ordinary and Extraordinary Services and to Administrator for Ordinary Services and for Final Distribution continued from 05/06/26:
• Prior Notes have been cured.
• The pleading, including the Schedule of Disbursements and the Declaration file-marked 05/05/26 supplementing the pleading, reflect that the current personal representative and the former PR, who resigned, were reimbursed out of the estate’s funds during this estate’s administration. That is not an act for which the personal representative has authority without the court’s prior approval. 
      o    Submitted to court for determination.
Appearance not required (by VCourt if preferred).

PR-26-000177 MATTER OF PATRICK HEANEY REVOCABLE TRUST
Hearing on Petition Regarding Internal Affairs of a Trust Accounting of Trustee for Surcharge of Amanda Heaney, Tina Heaney filed 03/26/26, 05/19/26:
In the future please do not use color or highlighting in the accountings, as it has made several Schedules very difficult for court staff to read.
Prior Notes remain:
•    Please provide the street addresses of the real property assets, as the Trust directed specific distributions of four real property assets to individual beneficiaries.
•    Schedule of Net Income did not identify from which property or properties the rental income was received. Since the Trust directed distribution of certain pieces of real property to specific beneficiaries, they may be entitled to know if those assets produced income.
Objection filed – 05/02/26, by Amanda Heaney and Tina Heaney. The Objectors’ verification was filed separately. Prior Probate Notes have addressed the filing of verification separately by these parties, and recommended the court admonish them that verifications are to be attached to the pleading and not filed separately except if due to mistake.
The prior Probate Note recommended this matter be continued to 08/27/26, to coincide with continued hearing on contested petition, for judicial economy.
On 05/19/26, petitioner’s counsel appeared and requested the court rule on the petition for instructions.
Appearance by counsel and the self-represented Objectors requried (by VCourt if preferred).

PR-26-000191 ESTATE OF JOSEPH B. ZIA
Hearing on Amended Spousal Property Petition (file-marked 05/07/26) continued from 04/15/26:
Prior Notes have been cured.
If no one appears to object, recommend approval of amended petition.
Appearance not required (by VCourt if preferred).

445058 MATTER OF ERIC PIERCE SPECIAL NEEDS TRUST
Hearing on Seventh Account and Report of Trustee of the Eric Pierce Special Needs Trust; Petition to Settle Account; to Confirm Trustee Fees; and to Fix and Allow Attorney Fees:
Recommend approval of Account and Petition with the exception of attorney’s fees which exceed county norms.  Attorney’s fees submitted to the Judge for determination.
Appearance by counsel required pursuant to language used in the proposed Order (which reflects that counsel appeared) (by VCourt if preferred).
 

PR-22-001282 ESTATE OF HARRY P. BELLETTO
Hearing on Third PrC§12200 Status Report: 
Notice appears complete. 
Recommend court vacate previously set 07/22/26 Account Review Hearing and reset it for 10/08/26.
Appearance not required (by VCourt if preferred).

PR-24-001201 ESTATE OF JOSE Z. SANCHEZ, AKA JOSE Z. SANCHEZ RODRIGUEZ
Hearing on First and Final Account and Report of Administrator and Petition for its Settlement, for Allowance of Statutory Compensation to Administrator and Attorney, for Costs of Administration and for Final Distribution:
In the future, a hearing on a petition for final distribution may be continued for failure to attach a Schedule of proposed distribution purs. to CRC rule 7.651, Local rule 8.83 M; PrC§1062(f).
Request for order authorizing distribution into a blocked account for the benefit of a minor heir submitted to court for determination.
Appearance by counsel required (by VCourt if preferred).

PR-25-000969 ESTATE OF PATRICIA ANN CHIPPONERI, AKA PATRICIA A. CHIPPONERI
Hearing on First and Final Report of Administrator on Waiver of Account and Petition for Allowance of Compensation to Attorney for Ordinary Services and Extraordinary Services and to Administrator for Ordinary Services and for Final Distribution:
Notes have been cured.
Recommend approval of Report and Petition.
Recommend Discharge Review Hearing 12/17/26 pursuant to Local Rule 8.92.
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 Compel Further Responses to Special Interrogatories, Set One, and 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-26-000360 ESTATE OF DOUGLAS L. ROBERTS
Hearing on Petition for Probate of Will and for Letters Testamentary:
Will is self-proving.
•    Will waives bond for personal representatives, however personal representatives reside out of state. See PrC§8571. Bond may be required. Minimum bond amount currently is $20,000.00 pursuant to Local Rule 8.33.
Bond matter submitted to Judge for Determination.
Appearance by counsel required (by VCourt if preferred). Please be prepared to inform the court if there are any known California creditors or liabilities of the estate.

PR-26-000365 ESTATE OF JANET FREDERICKSEN
Hearing on Amended Petition (file-marked 06/04/26) for Letters of Administration:
Please be advised that the heading of multiple documents filed by petitioner have not reflected the correct address for this court, including those giving notice of hearings. This court is located at 801 10th Street, Modesto, CA. The clerk’s office is located on the fourth floor and the courtroom, Department 22, is located on the sixth.
Notes have been cured. New Notes: 
•    Republication is necessary pursuant to CRC 7.53(a) as an Amended Petition was filed.
•    A new Notice of Petition to Administer Estate is necessary pursuant to CRC 7.53(a) as an Amended Petition was filed.
Consider visiting the California Courts Self Help page at
https://selfhelp.courts.ca.gov/probate and downloading forms from https://www.courts.ca.gov/forms.htm
Recommend continuance to 07/17/26 to allow time for publication and mailed notice.
Appearance not required (by VCourt if preferred).

PR-26-000387 MATTER OF ALICE FAYE ANDERSON LIVING TRUST
Hearing on Petition for Conveyance or Transfer of Property Claimed to Belong to Trust:
Are William’s two surviving children adults or minors?
The petition reflects a “last known” address for Milton; is petitioner not aware of the current mailing address for that interested party? See California Rule of Court rule 7.52.
It appears the original will was lodged with the court approximately two weeks after the petition was verified; please consider updating line 6 on page 2 of the petition (allegation that someone destroyed the will).
Recommend continuance to 06/24/26 to allow time to cure defects, for judicial economy, to coincide with hearing in related case.
Appearance not required (by VCourt if preferred).
 

THURSDAY, JUNE 11, 2026
Department 22
8:30 a.m.

445167 MATTER OF RAYMOND GERALD COCHRAN LIVING TRUST DATED 06/27/07; INCLUDING THE SPECIAL NEEDS TRUST FOR TERRI LYNN COCHRAN
Hearing on Sixth Annual Account and Petition for Allowance of Attorney’s Fees, for Reimbursement of Costs Advanced by Attorney continued from 02/03/26:
• Please explain the “stipends” for “church offerings, sundries, etc.” paid to Debra Henry. Who is Debra Henry? Are these cash or cash equivalents to or for the trust beneficiary? Does Ms. Henry provide any kind of receipt or itemization to the Trustee for the stipends? What percentage is used for tithing and what percentage for sundries? 
• Please show either that the distributions (tithing, gifts to others) did not reduce or eliminate the beneficiary’s eligibility for public benefits, or, in the alternative, if the distributions would or did reduce/eliminate the beneficiary’s eligibility, that the distributions were in the beneficiary's best interest and Trustee acted in good faith. (McGee v. State Dep't of Health Care Services (2023) 91 Cal.App.5th 1161, 1174–1176.) 
• The Trustee ought not use the Trust to purchase her own meals. Trustee is entitled to seek compensation, and has heretofore waived compensation. Please show either that the distributions for meals for the Trustee did not reduce or eliminate the beneficiary’s eligibility for public benefits, or, in the alternative, if the distributions would or did reduce/eliminate the beneficiary’s eligibility, that the distributions were in the beneficiary's best interest and Trustee acted in good faith. (McGee v. State Dep't of Health Care Services (2023) 91 Cal.App.5th 1161, 1174–1176.) 
• Please provide copies of receipts for purchases the Trustee made using her own funds for which she later reimbursed herself from Trust funds and copies of receipts or invoices for purchases made by third parties which the Trustee later reimbursed from Trust funds. 
      o    The court does not encourage this practice; such reimbursements require meticulous record-keeping and the production of receipts at the time of the accounting. Where feasible, it is better to pay vendors directly from the Trust.
• Schedule of Distributions reflects that checks are issued to “Deb Henry” for the purpose of “stipend for Church offerings, sundries, etc”. Who is Deb Henry and how does a monthly check issued to her accomplish both Church offerings and the purchase of sundries?
• Please explain the 09/19/23 disbursement for “executors luncheon meeting/conservator”.
• What were the doctor’s appointment(s) for which Dale Schoeman was reimbursed on 12/07/23, 01/03/24? What expense was incurred that required reimbursement?
• The accounting reflects purchase of and/or reimbursement to others for the purchase of personal property items such as an iPad and computer. These items appear to be trust property; please include them in the Schedule of Property on Hand.
Recommend continuance to 09/22/26 to allow time to cure defects, address Notes.
Appearance not required (by VCourt if preferred).

PR-22-001317 ESTATE OF CONNIE L. HOWER, AKA CONNIE LYNN HOWER, CONNIE HOWER
Hearing on Petition for Final Distribution, Settlement of estate, Report of Administration, Allowance of Compensation of Personal Representative and Allowance of Attorneys Fees, Extraordinary Fees Costs, Waiver of Account continued from 06/05/25, 10/15/25, 02/04/26:
Prior Note from 06/05/25: Proposed distribution submitted to court for determination. An account appears required if the court does not approve the proposed distribution. [Notarized waivers of account not on file from the three contingent beneficiaries of the residue (charitable entities).]
On 02/04/26, the court directed the filing of a joint or separate status report no fewer than ten (10) days before this hearing, and ordered that if the matter was not settled, the personal representative would be required to attend the hearing.
On 05/28/26, the personal representative’s counsel filed an unverified Declaration alleging his anticipation that an agreement would be submitted prior to this hearing.
On 05/29/26, the attorney representing the three charities (devisees in decedent’s will) field an unverified Status Report alleging a settlement agreement has been finalized and is in the process of being signed.
Appearance by personal representative and counsel required (by VCourt if preferred).
 

PR-24-000871 ESTATE OF KENNETH W. HARLAN
Account Review Hearing continued from 01/13/26:
Petition for Final Distribution has been filed and set for hearing 07/30/26.
Hearing of 07/30/26 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-25-000158 CRUZ FAMILY TRUST U/A/D NOVEMBER 2, 1995
Hearing on Petition to Compel Trustee; to Charge Respondent with Breach of Fiduciary Duty, for Surcharge and Removal (PrC §17200); for Accounting; with Elder or Dependent Adult Financial Abuse (WIC §15610.30 & 15657.5), with Wrongful Taking and for Exemplary Damages and Attorney Fees and Costs (Probate Code §§ 859 and 4231 et seq) (filed by Bethany Cruz) continued from 07/01/25, 10/28/25, 02/05/26:
Objection filed 10/02/25 (by Joel Cruz).  Proof of service of objection is on file.
Prior defects on petition cured. Prior notes remain:
•    Need Order.
•    Petitioner requests appointment as successor trustee; therefore, it appears necessary that the court set a bond pursuant to PrC§15602(a)(3), however petition did not request a bond nor did it allege the amount of bond that would be appropriate.
On 02/05/26, the Court ordered counsel to provide an accounting within 90 days. 
Petitioner’s Notice of Failure of Trustee to Comply with Court’ Order (file marked 04/16/26) and Objector’s Responsive Declaration (file marked 04/21/26) submitted to Judge for determination.
At last hearing, the Court ordered parties to meet and confer and indicated if matter is not settled by the next hearing, the Court intends to set for trial.
Hearing required.
Appearance by counsel required (by VCourt if preferred).

PR-25-000234 ROBERT A. COCKAYNE REVOCABLE TRUST
Hearing on Petition to Invalidate Trust Based on Undue Influence and Lack of Capacity; Damages for Elder Abuse; Finding Beneficiaries Predeceased Under Probate Code §259 and Attorney’s Fees continued from 07/30/25, 09/25/25, 01/27/26:
Prior defects cured. Notice has been perfected.
Objection filed 11/04/25 (by Jennifer M. Deguara)
•    Proposed Order not yet submitted.
On 01/27/26, the court directed parties to file either a joint or separate status report(s) within 10 days of next hearing.  Status reports are not on file at time of review.
Hearing required.
Appearances by counsel and objector’s counsel required (by VCourt if preferred).

PR-25-000256 RODRIGUEZ 2008 REVOCABLE TRUST
Related Case PR-25-000284
Hearing on Petition regarding Internal Affairs of a Trust and Request for Appointment of Trustee Probate Code §17200; Confirming Removal of Trustee, Appointing Trustee (filed by Patricia Romo) reset on the court’s own motion from 08/05/25, continued from 08/13/25, 10/28/25, 02/10/26:
Prior Notes remain:
•    It appears necessary that the court set a bond pursuant to PrC§15602(a)(3), however petition did not request a bond nor did it allege the amount of bond that would be appropriate. Matter will be submitted to judge if appointment is sought.
Declaration file marked 09/23/25 alleges that the trustee is now deceased and that petitioner no longer seeks appointment.  On 02/10/26, the matter was continued to allow time for parties to meet and confer regarding a third party fiduciary.   
Need status of petition.
Appearance by counsel required (by VCourt if preferred).

PR-25-000284 RODRIGUEZ 2008 REVOCABLE TRUST
Related Case PR-25-000256
Hearing on Petition Regarding Family Trust Established by Jesus Espinoza Rodriguez in 2008 (filed by Daniel Rodriguez, David Rodriguez, Julian Rodriguez, Esther Bristow and Linda Rodriguez) reset on court’s own motion from 08/07/25, continued from 08/21/25, 10/28/25, 02/10/26:
Prior notes:
•    It appears necessary that the court set a bond pursuant to PrC§15602(a)(3), however petition did not request a bond nor did it allege the amount of bond that would be appropriate.
•    Notice of Hearing not on file.
•    Petition did not list those who are entitled to notice (PrC §172001).
•    Proposed order has not been submitted.
On 10/28/25, counsel indicated that parties were attempting to settle.
Need status of settlement agreement.
Appearances required (by VCourt if preferred).

PR-25-000723 ESTATE OF ELAINE JOYCE GARDNER, AKA ELAINE J. GARDNER, ELAINE GARDNER
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 02/11/27 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-25-001329 ESTATE OF SHERRIE AMBER PEER, AKA SHERRI PEER
Hearing on Order to Show Cause issued to petitioner on 01/29/26:
To appear and show cause why court should not dismiss case for failure to appear and for failure to cure defects.
Failure to appear on 01/29/26 will result in dismiss of the case.

Hearing on Petition for Letters of Administration continued from 01/29/26:

Nothing filed since previous hearing. Prior Notes remain:
Defects in the petition, Form DE-111:
•    Heading of page 1 did not include a checkmark in box “Authorization to Administer Under the Independent Administration of Estates Act”.
•    Item 1 did not identify the newspaper where petitioner intends to publish notice.
•    Item 3d(5) did not include the amount of encumbrances (the amount of the decedent’s share of the mortgage).
•    Petition item 8 was not completed (names and addresses of all the intestate heirs, as well as whether they are adults or minors).
•    The court cannot determine if Waivers of Bond are on file from all heirs until item 8 is completed.

Defects in the file:
•    Form DE-121 Notice of Petition to Administer Estate not on file.
•    Affidavit of publication not on file. See Local Rule 8.12.

Consider visiting the California Courts Self Help page at
https://selfhelp.courts.ca.gov/probate and downloading forms from https://www.courts.ca.gov/forms.htm

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

PR-26-000163 ESTATE OF PATRICIA LEGGETT
Hearing on Ex Parte Application for Temporary Restraining Order and Order Preserving Estate Assets Pending Probate Determination:
Notice of Hearing, Judicial Council Form DE-120, not on file.
Appearance by petitioner (self-represented) required (by VCourt if preferred).

PR-20-000879 ESTATE OF MIGUEL AVILA, SR.
Hearing on Fourth 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 (by VCourt if preferred).

PR-23-000749 MATTER OF ARLETE B. HEMPHILL 2021 REVOCABLE TRUST
Hearing on First and Final Account and Request for Approval of Accounting filed 04/16/26 by Successor Trustee William Hemphill:
•    Pleading was not verified. See California Rule of Court 7.103, California Code of Civil Procedure sections 2015.5, 446.
•    Pleading did not include Trustee’s statements required by PrC§1064(a)(1-5).
•    Pleading did not include a prayer. Pursuant to PrC§1064(b), the filing of an account shall be deemed to include a petition requesting its approval. 
•    Summary of Account omitted. See Local Rule 8.65 and PrC§§1060-4. Please include the specific end date of the account.
•    Please provide a Schedule for Property on Hand at Beginning of Account Period. See Local Rule 8.65 and PrC§§1060-4. 
•    Please provide a Schedule for Property on Hand at End of Account Period. See Local Rule 8.65 and PrC§§1060-4.
•    Please provide a Schedule of Market Value for Property on Hand at Beginning/End of Account Period [PrC§1063(a)].
•    Notice of Hearing not on file.
Recommend continuance to 08/11/26 to allow time to cure defects and to coincide with related contested matters already set.
Appearance not required (by VCourt if preferred).

PR-23-000753 ESTATE OF BETTY JEAN WHITTLES
Hearing on Petition for Final Distribution and Discharge of Administrator:
Recommend continuance to 06/16/26, to coincide with hearings in related matters PR-23-000754 and PR-23-000755, for judicial economy.
Appearance not required (by VCourt if preferred).

PR-24-000599 ESTATE OF GEORGETTE ARLENE ALBANO, AKA GEORGETTE A. ALBANO
Hearing Motion to be Relieved as Counsel:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…

PR-25-000465 ESTATE OF CONNIE BURKS
Hearing on Petition for Termination of Proceedings and Discharge Pursuant to Cal. Probate Code Sec. 12251:
•    Please explain the “incentive” payment to the personal representative and the credit/debit to Probate Legal Solutions for “Probate Attorney” as reflected in the final settlement statement attached to the petition.
•    Please clarify line 7 on page 2 of the petition, which reflects that the fair market value of the real property was greater than the mortgage – that situation would ordinarily result in net proceeds from a sale. 
•    The petition includes a statement that the Probate Referee did not appraise the real property before the sale. Please explain why (unnecessary, unavailable?).
•    Report regarding creditor claims appears incomplete. See California Rules of Court rule 7.403.
Recommend continuance to 07/16/26 to allow time to cure defects, address Probate Notes, to coincide with hearing already set.
Appearance not required (by VCourt if preferred).

PR-25-000730 ESTATE OF CAROLINE MARTINEZ
Hearing on First and Final Report of Executor on Waiver of Accounting and Petition for its Settlement, for Allowance of Compensation of Ordinary Services and Costs for Attorney and Executor, and for Final Distribution:
Recommend approval of petition.
Recommend Discharge Review Hearing 12/17/26 pursuant to Local Rule 8.92.
Recommend court vacate Account Review Hearing 11/10/26.
Appearance not required (by VCourt if preferred).

PR-26-000367 ESTATE OF DOMINGO ESPINOZA SUNIGA, AKA DOMINGO E. SUNIGA
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-26-000408 BEVERLY A. MICHEL 1985 DECLARATION OF TRUST
Hearing on Petition for Removal of Trustee, Appoint Successor Trustee; Accounting, and Surcharge (filed by Richard A. Michel, II):
•    Petition does not appear to allege that venue is proper in this county (PrC§17005).
•    Body of Petition omitted the names and mailing addresses of those entitled to notice (PrC§17201).
•    Notice of Hearing not on file.  See PC§17203(a) for notice requirements in trust proceedings.
•    Order not submitted.
Appearance by Petitioner (self-represented) required.  (Anyone appearing may do so either in person, or remotely, by telephone, using VCourt).
 

FRIDAY, JUNE 12, 2026
Department 22
8:30 a.m.

PR-24-000825 ESTATE OF DORIS COETTA BELL, AKA DORIS COETTA RAMBO
Inventory Review Hearing continued from 10/03/25, 10/17/25, 04/15/26:
Nothing filed since previous hearing. Prior Notes remain:
Letters issued 01/14/26. Final Inventory and Appraisal due 05/14/26. 
While the personal representative was self-represented and before Letters were issued, she filed a (defective) Inventory and Appraisal reflecting multiple financial accounts, totaling more than $250,000.00. This court ordered all funds deposited in a blocked account. A receipt of deposit is not yet on file.
Recommend court issue Order to Show Cause to personal representative to appear and show cause why she should not be surcharged and/or removed from office for failure to show proof of having deposited estate funds into a blocked account.
Appearance by personal representative and counsel mandatory (by VCourt if preferred).

PR-24-001355 MATTER OF JENEVIEVE ANN KENOYER LIVING TRUST    
Review Hearing on court’s motion to close case:
If no one appears, the court will order the case closed.
Appearances not required (by VCourt if preferred).

PR-25-000172 ESTATE OF JAMES D. HOLBROOK
Hearing on First and Final Account and Report of Administrator and Petition for Its Settlement; Petition for Final Distribution; and Allowance of Compensation to Attorney and Administrator for Ordinary Services continued from 05/20/26:
Prior defects cured.
Recommend approval of petition as supplemented.
Recommend Discharge Review Hearing 12/17/26 pursuant to Local Rule 8.92.
Recommend court vacate Account Review Hearing 09/15/26.
Appearance not required (by VCourt if preferred).

PR-25-000287 ESTATE OF AARON PATRICK WALSH
Hearing on PrC§12200 Status Report of Administration continued from 04/15/26:
Nothing filed since previous hearing. Prior Note remains:
•    Notice of Hearing not yet on file (see PrC§12201) including creditors (PrC§48). The court cannot consider the contents of the report when they remain ex parte.
Recommend court issue Order to Show Cause to personal representative to appear and show cause why court should not order the filing of a First Account Current purs. to PrC§12202.
Appearance by personal representative and counsel mandatory (by VCourt if preferred).

PR-25-000618 FELIPE M. TERAN SPECIAL NEEDS TRUST
(1)    Hearing on Second Account and Report of Trustee of Felipe Teran’s Special Needs Trust; Petition to Settle Account; and to Fix and Allow Trustee and Attorney Fees continued from 05/05/26: 
Prior notes cured by supplement.
Recommend approval of request to increase bond by $117,274.18 for total bond of $1,480,983.10.
Recommend continuance to 07/31/26 to allow time for supplemental bond to be filed prior to file-marking of Order Approving Account and Report (PrC§2320.2).
•    Need new order prior to next hearing.
Appearance not required (by VCourt if preferred).

PR-25-000841 ESTATE OF DANIEL R. HUTSELL, AKA DANIEL RICHARD HUTSELL
Review Hearing set on court’s own motion on 05/01/26 regarding Guardian ad litem:
The court on its own motion takes judicial notice of Minute Order of 06/05/26 in related case PR-25-000483 and finds the issue of a Guardian ad litem is moot.
Inventory Review Hearing of 09/29/26 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-25-000875 ESTATE OF BENJAMIN ANDRES PAUL, AKA BENJAMIN A. PAUL, BENJAMIN PAUL
Inventory Review Hearing continued from 04/02/26:
Based on the verified Declaration file-marked 04/10/26, current bond appears sufficient. 
Recommend Account Review Hearing 01/14/27 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-25-001155 ESTATE OF THAYER LORING BECK
Hearing on Petition for Letters of Administration continued from 12/11/25, 01/21/26, 02/27/26, 03/20/26:
Prior Notes:
• Need new proposed Form DE-150, Letters: Letters submitted 02/26/26 have two boxes checked in the header: “Testamentary” and “of Administration”. This is a petition for Letters of Administration, not Letters Testamentary.
• Supplement file-marked 02/27/26 was not verified by the petitioner. See California Rule of Court 7.103, California Code of Civil Procedure sections 2015.5, 446. This is the pleading that identified the possible heirs Colton W. and Hunter W. 

Recommend court enquire of petitioner if Colton W. and Hunter W. are the children of Heath W., or if they are the children of a different child of Kathy W., and if that child of Kathy W. is or is not deceased. 
• If Colton W. and Hunter W. are the children of Heath W., then Colton W. and Hunter W. are not heirs of this estate, and Waivers of Bond are on file from all intestate heirs. If they are the children of a deceased child of Kathy W. (who has not been identified in any of petitioner’s pleadings yet), then they are heirs of this estate.
      o    If they are heirs of this estate, recommend court ask petitioner for the name of their parent, and also for Hunter W.’s age or date of birth. If he is under the age of 18, he may not sign a bond waiver on his own behalf (Waiver of Bond was filed 05/27/26 with his signature dated 05/06/26), and a bond would therefore appear required.
      o    If they are heirs of this estate, Waiver of Bond not on file from Colton W., and a bond would therefore appear required. 

Consider visiting the California Courts Self Help page at
https://selfhelp.courts.ca.gov/probate and downloading forms from https://www.courts.ca.gov/forms.htm
Appearance by petitioner (self-represented) required (by VCourt if preferred).

PR-26-000058 BELMIRA JOSEPHINE LOPES LIVING TRUST
Hearing on Petition for Order Confirming Successor Trustee and Trust Asset (Probate Code section 850(a)(3) continued from 04/14/26:
On 04/14/26, the court directed counsel to file additional points and authorities in support of venue within 30 days.  Additional Points and Authorities not on file.  
Nothing filed since last hearing. Prior notes remain:
•    Notice of Hearing file-marked 02/02/26 does not appear compliant with PrC§§851(c)(1) or (3). Please see Judicial Council Form DE-115, adopted for mandatory use for this purpose pursuant to PrC§851(c).
•    Paragraph 6 of the supplement to petition includes the incorrect assertion that venue is proper in this county because the trust asset (the real property) is located in this county; the Trustee resides in Sacramento which is considered the “principal place of administration of the trust”. See PrC§17005(a)(1).  Submitted to Judge for determination.
Recommend court dismiss case for failure to perfect notice and wrong venue.
Appearance by counsel required (by VCourt if preferred).
 

PR-25-000754 GEORGE GARY VENIOT LIVING TRUST DTD DECEMBER 5, 2006
Hearing on Petitioner, Tawna Veniot’s Motion to Deem Requests for Admission Admitted and for Monetary Sanctions Against Respondent for Misuse of the Discovery Process:
SEE TENTATIVE RULINGS, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…

9:30 a.m.

PR-24-000210 ROBERT SIDNEY JUSTICE AND GAIL O’CONNOR JUSTICE 1999 REVOCABLE TRUST 
Court Trial (1 hour estimate)
Appearances mandatory.

TUESDAY, JUNE 16, 2026
Department 22
8:30 a.m.

430620 EVAN M. AULDRIDGE SPECIAL NEEDS TRUST
Account Review Hearing:
Ninth Account and Report of Trustee not on file at time of review.
Recommend continuance to 09/16/26 to allow time to file the above pleading.
Appearance not required (by VCourt if preferred).

PR-20-001119 ESTATE OF FRANK CLIFFORD CARSON
Hearing on Amended (file-marked 08/07/25) First and Final Account, Petition for Final Distribution, Allowance of Statutory Executor’s Fees, Allowance of Statutory and Extraordinary Attorney’s Fees, Reimbursement of Costs, Reduction of Bond, and Request for Reserve continued from 09/26/24, 11/05/24, 01/10/25, 03/21/25, 08/13/25, 12/10/25, 01/30/26:
Objection filed – 03/06/26 at 5:15 p.m.; the court set a deadline of “close of business”. Submit to court’s determination whether objection was untimely.
•    If deemed untimely, prior notes have been cured; request for extraordinary compensation submitted to court for determination. 
•    If deemed timely, need status of meet-and-confer.
Appearance by counsel required (by VCourt if preferred).

PR-23-000207 ESTATE OF FELIX VEGA
Hearing on Petition to Confirm Ownership of Property and for Return of Personal Property Purs. to PrC§850; for Double Damages; for Wrongful Withholding Purs. PrC§859; and for Attorney’s Fees and Costs continued from 02/19/26:
Nothing filed since previous hearing. Prior Notes remain:
• Prayer of petition includes request for relief omitted from the pleading title: court order that respondent (Bank of America) provide an accounting of all personal property owned by decedent from the date of his death to present.
      o    Notice appears defective, then, for not reflecting the complete cause of action.
• It does not appear that the Notice of Hearing file-marked 01/22/26 reflected personal service of the notice and a copy of the petition on the respondent’s D. Alvarez or Y. Liu. See PrC§851, CCP§§413.10 et seq.
• It does not appear that the Notice of Hearing file-marked 01/22/26 included service of notice on an agent at the central location (in California) designated for service of legal process by Bank of America. See CCP§§684.110, 684.115. 
      o    If counsel for respondent Bank of America appears, recommend court enquire if the respondent has elected to treat service as effective.

Recommend court set deadline for defects to be cured or petition may be dismissed.
Appearance by petitioner’s counsel required (by VCourt if preferred).

PR-23-000699 ESTATE OF THELMA JENKINS
Account Review Hearing:
On 01/08/26, the court ordered that a Third Report must be filed if the estate is not in a position to be closed. 
Neither Petition for Final Distribution nor Third PrC§12200 Status Report are on file.
Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 60 days if estate is not in a position to be closed. 
Recommend court order that the Report is to include an updated report of the estate (the 2024 and 2025 reports both sought an extension of administration in order to list property for sale).
Recommend continuance to 09/17/26 to allow time for filing of above pleadings. If neither pleading is on file by the next hearing date, the court may issue an order to show cause for personal representative to appear pursuant to PrC§12202.
Appearance not required (by VCourt if preferred).

PR-23-000903 ESTATE OF DENISE MARIE BUTLER
Order to Show Cause issued 02/10/26 to personal representative: 
To appear and show cause for failing to appear on 02/01/26 and for failing to file either a Status Report or a Petition for Final Distribution. See Probate Code sections 12200 et seq.
Failure to appear may result in sanctions include monetary surcharge, suspension, or removal from office.

Account Review Hearing continued from 04/29/25, 09/03/25, 02/10/26:
Nothing filed since September 2025. Prior Notes remain:
•    Neither Petition for Final Distribution nor Second PrC§12200 Status Report are on file. See Local Rule 8.82 and also Probate Code sections 12200, and 9000 through 9399. Please review your responsibilities in the Duties and Liabilities, Form DE-147, you signed and filed.

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

PR-23-001091 ESTATE OF CAMERON K. SCHLICHT
2. Hearing on First Report and First Account of Executor and Petition for Compensation to Attorneys for Extraordinary Services, for Reimbursement of Costs Advanced and for Distribution continued from 06/03/25, 06/05/25, 10/08/25, 02/10/26:
    Nothing filed since January. Prior Notes remain:
    Prior Notes have been cured. 
    Personal representative reimbursed herself for administrative expenses without first obtaining prior court approval, and has provided documentation to support the allegation that the reimbursements were for administrative expenses. Submitted to court for determination.
    Request for extraordinary attorney fees submitted to court for determination.
    Personal representative has, in the second Supplement file-marked 01/23/26 (ten months after the accounting was originally filed) provided a Schedule of proposed distribution. The request is to distribute personal property with appraisal value of $51,000.00 and $44,281.40 cash and retain $75,000.00. The aggregate of the proposed preliminary distribution is less than 50% of the net value of the estate in the inventory and appraisal which is permitted pursuant to PrC§11623.
    Objection filed – 10/01/25 by S. Wright; objection is specific as to the proposal to distribute three firearms to the Guardian ad litem. Would Ms. Wright consent, as custodian, to receiving the property on behalf of the minor heir(s)? Please see Local Rule 8.84 and PrC§3401.
    02/10/26 allegedly settled.

1. Hearing on Petition to Confirm Assets to Probate Estate, to Compel Return of Assets and Related Information, and to Compel Account and Report continued from 08/29/24, 10/18/24, 02/04/25, 06/05/25, 10/08/25, 02/10/26:
    Nothing filed since January. Prior Notes remain:
    Objection filed – 05/29/25 by Meta Platforms Inc.
    Objection filed – 05/29/25 by S. Wright.
    Status Report filed by Executor on 05/29/25 included allegation of settlement with Respondent, Google, however the attached Exhibit A does not appear to be an agreement but rather a proposed Order.     There has been no request that the court approve a stipulation or settlement agreement in this matter between Petitioner and that Respondent.
    02/10/26 allegedly settled.

On 02/10/26, the court ordered both sides to submit a Status Report no fewer than ten days before this hearing if a petition for court’s approval of the settlement agreement wasn’t filed. Status Report filed by petitioner 06/02/26, requests continuance to late July to trail hearing on petition for approval of settlement agreement (hearing set 06/24/26). Status Report not on file from objector.

Recommend court deem this matter as trailing the petition to approve settlement agreement filed in related case PR-25-000488.

Appearance by petitioner’s counsel and objector (self-represented) required (by VCourt if preferred).

PR-25-000488 C. SCHLICHT 2022 TRUST, DTD SEPTEMBER 15, 2022
Hearing on Petition for Modification of Trust continued from 09/16/25, 10/08/25, 02/10/26:
Prior Note remains:
• Petition does not include a prayer for relief at the end of the pleading. 
      o    On 10/08/25, the court directed the petitioner to file documents to cure this defect before this hearing. See California Rules of Court rules 7.3 and 7.53.
Objection filed - 09/12/25 by S. Wright. Brief in support of Objection filed 10/03/25.

On 02/10/26, the court ordered both sides to submit a Status Report no fewer than ten days before this hearing if a petition for court’s approval of the settlement agreement wasn’t filed. Status Report filed by petitioner 06/02/26, requests continuance to late July to trail hearing on petition for approval of settlement agreement (hearing set 06/24/26). Status Report not on file from objector.

Appearance by petitioner’s counsel and objector (self-represented) required (by VCourt if preferred).

PR-24-000484 ESTATE OF DONALD F. AYRES
Account Review Hearing continued from 01/27/26:
On 01/27/26 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-24-000634 AMENDED AND RESTATED DEL AND PAT FARREL FAMILY TRUST
Hearing on Petition to Remove Co-Trustees and to Appoint Successor Trustee for cause, including Breach of Fiduciary Duty; Petition to Compel Accounting; for Conspiracy to Defraud Petitioner; for Double Damages Pursuant to Probate Code 859 for Wrongful Taking of Trust Assets, and for Damages for Harassment and Intentional Infliction of Emotional Distress continued per stipulation and order from 09/04/24, 05/06/25, 09/04/25: 
Defects not cured. Prior Notes remain:
•    Petition does not appear to allege that venue is proper in this county (PrC§17201).
•    Body of Petition omitted the names and mailing addresses of those entitled to notice (PrC§17201).
•    Notice of Hearing not on file for the other Trust beneficiary/beneficiaries or contingent beneficiaries.
New Note:
•    It appears necessary that the court set a bond pursuant to PrC§15602(a)(3), however petition did not request a bond nor did it allege the amount of bond that would be appropriate.
Appearance by counsel required (by VCourt if preferred).

PR-24-001139 ESTATE OF MARIA L. SOUSA, AKA MARIA LEONILDE SOUSA
Account Review Hearing continued from 02/03/26:
On 02/03/26, the court directed that a PrC§12200 Status Report must be filed if estate is not in a position to be closed. Neither Petition for Final Distribution nor PrC§12200 Status Report are on file.
• Recommend court issue Order to Show Cause to Administrator and Administrator’s counsel to be personally present pursuant to PrC§12202:
      o    To show condition of estate and why estate cannot be distributed and closed;
      o    So that court may order Administrator to prepare and file a First Account Current at the court’s discretion pursuant to PrC§12202(b).
      o    Noncompliance may result in removal of personal representative from office (PrC§§12204, 8500).
Appearance by Administrator and Administrator’s counsel required (by VCourt if preferred).

PR-26-000356 HEILMAN FAMILY TRUST U/D/T MARCH 6, 1992
(1)    Hearing on Petition for (1) Removal of Trustee; (2) Suspension of Trustee Powers; (3) Invalidation of First Amendment; (4) Invalidation of Installment Land Contract; (5) Breach of Fiduciary Duty; (6) Surcharge; (7) Full Accounting; (8) Appointment of Successor Trustee; (9) Constructive Trust; (10) Attorney Fees and Costs (filed by John Heilman, Patrick R. Heilman, and Therese Gill) continued from 05/20/26:
Objection filed – 04/21/26 (by Theodore Heilman, successor trustee) 
Supplement to Objection filed – 05/26/26 

Nothing filed since last hearing.  Prior defects remain:
•    Body of Petition omitted the names and mailing addresses of those entitled to notice (PrC§17201).
•    It appears necessary that the court set a bond pursuant to PrC§15602(a)(3); however, paragraph 5 of the petition did not allege the amount of bond that would be appropriate.
•    Copy of the Trust was not attached to the Petition.

(2)    Hearing on Petition: for Order Establishing Trust’s Claim to Property; for Order Directing Transfer; for Double Damages; for Attorney’s Fees and Costs; for Constructive Trust (filed by Theodore Heilman):
•    As this petition is filed pursuant to both Probate Code section 850 and section 17200, both forms DE-115, Notice of Hearing on Petition to Determine Claim to Property, and DE-120, Notice of Hearing-Decedent’s Estate or Trust, appear required. See PrC§851 and PrC§17203.
Hearing required.
Appearances by counsel and counsel for objector required (by VCourt if preferred).
 

PR-23-000753 ESTATE OF BETTY JEAN WHITTLES
Hearing on Petition for Final Distribution and Discharge of Administrator continued from 06/11/26:
•    This appears to be a Petition pursuant to Probate Code section 12251 for termination of proceedings and discharge; petitioner alleges that the only asset inventoried is not subject to administration as it was held in joint tenancy with “others”. Petition paragraph 8 contains the allegation that the decedent held the property in joint tenancy with others. Recommend court direct the administrator to file either a verified Supplement or Amendment to the Petition with a copy attached of the most recent recorded deed showing how current title is held.
•    Please include a schedule of creditor claims pursuant to California Rules of Court rule 7.403; see Creditor’s Claim file-marked 09/05/23.
•    Notice of Hearing not on file. See Form DE-120 and Probate Code section 12251(b).
•    Proposed Order contains an “acknowledgement” by the court of the Assignment of Interest signed by the heir; since the Assignment is actually part of related case PR-23-000755, and the administrator has alleged no part of this estate is subject to administration, it does not appear appropriate for the court to make any finding or order regarding the Assignment in the related case. 
Appearance by administrator (self-represented) required (by VCourt if preferred).

PR-23-000754 ESTATE OF RICHARD ALLEN WHITTLES
Hearing on Petition for Final Distribution and Discharge of Administrator: 
•    This appears to be a Petition pursuant to Probate Code section 12251 for termination of proceedings and discharge; petitioner alleges that the only asset inventoried is not subject to administration as it was held in joint tenancy with “others”. Petition paragraph 8 contains the allegation that the decedent held the property in joint tenancy with others. Recommend court direct the administrator to file either a verified Supplement or Amendment to the Petition with a copy attached of the most recent recorded deed showing how current title is held.
•    Notice of Hearing not on file. See Form DE-120 and Probate Code section 12251(b).
•    Proposed Order contains an “acknowledgement” by the court of the Assignment of Interest signed by the heir; since the Assignment is actually part of related case PR-23-000755, and the administrator has alleged no part of this estate is subject to administration, it does not appear appropriate for the court to make any finding or order regarding the Assignment in the related case. 
Appearance by administrator (self-represented) required (by VCourt if preferred).

PR-23-000755 ESTATE OF THOMAS RAY WHITTLES
Hearing on Petition for Final Distribution and Discharge of Administrator:
This petition is worded nearly identically to the other petitions in related cases PR-23-000753, and PR-23-000754, however this estate does have property subject to the court’s administration, and thus it is premature for the administrator to be discharged or for probate of this estate to be terminated. 
Recommend court order the administrator to prepare and file an Amended “Report of Administration on Waiver of Account and Petition for Final Distribution” pursuant to Probate Code section 10954(c) and Local Rules 8.69 and 8.83. 
• Did the administrator record “Affidavits of Death of Joint Tenants” with the Stanislaus County Clerk Recorder, to reflect that this decedent owns 100% of the real property?
• The “Report of Administration on Waiver of Account and Petition for Final Distribution” must include the following, which were omitted from the present petition:
      o    All statements required by Probate Code section 1064(a).
      o    All allegations required by Local Rules 8.69 and 8.83; please note that even if the administrator is not seeking reimbursement, he must provide a list of all administrative costs (including filing fees, publication costs, Probate Referee’s fees, etc.).
• The prayer must state the specific distribution sought (identify the specific property including street address, APN, and legal description, and the percentage of the asset to be distributed to whom).
• Notice of Hearing not on file. See Form DE-120 and Probate Code section 11601.
• Proposed Order: many changes are necessary based on the notes above, but also, for your information, it is not correct for the proposed order to state the court “acknowledges” or “recognizes” something that has been alleged as fact under penalty of perjury. 
Appearance by administrator (self-represented) required (by VCourt if preferred).

PR-23-001201 ESTATE OF ZACHARY I. VILLAREAL, AKA ZACHARY ISAAC VILLAREAL
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 05/27/27 at which time a Third PrC§12200 Status Report will be due if the estate is not in a position to be closed.
Appearance not required (by VCourt if preferred).

PR-25-000083 MATTER OF DONALD LARRY LILLEGARD AND DENISE LOUISE LILLEGARD 2002 TRUST
Hearing on Motion to Quash Deposition Subpoena for Business Records or, in the Alternative, for a Protective Order; and for Sanctions:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…

PR-26-000369 ESTATE OF GRACE TRUNCALI
Hearing on Petition for Probate of Will and for Letters of Administration with Will Annexed:
• The Will dated 07/14/1988 is not self-proving per Local Rule 8.23.  Proof of Subscribing Witness (Form DE-131) not on file.
• The second codicil dated 0922/20 is not self-proving: witness affirmation was not dated. Proof of Subscribing Witness (Form DE-131) not on file.
• Form DE-121, Notice of Petition, not on file for those named as executor and alternate executor. See Local Rule 8.14 and PrC§8110(b).
      o    Petition item 8 reflects that the address for the person first named as executor is unknown to petitioner. A Declaration of Due Diligence reflecting petitioner’s efforts to locate and serve that interested person has not been filed. See California Rule of Court 7.52 and Local Form FL009 Declaration of Due Diligence available for download on the court’s website here, under “Probate Forms”: https://www.stanislaus.courts.ca.gov/forms-filing/common-forms-packets
• Petition item 8 must include names as they are written in the Will and codicils; AKA’s may be used to identify the correct individuals.
• Affidavit of publication not on file. See Local Rule 8.12.
• Form DE-150, Proposed Letters, not submitted.
Recommend continuance to 0814/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-26-000370 ESTATE OF BETTY LOUELLA SIEBRECHT, AKA BETTY L. SIEBRECHT, AKA BETTY SIEBRECHT
Hearing on Petition for Probate of Will and for Letters of Administration with Will Annexed:
Waivers of bond on file for intestate heirs.
•    Petition checked box for both “Petition for Probate of Will and for Letters Administration with Will Annexed”; however, Petition asserts that decedent died intestate.  (Item 3f is checked).  Please clarify.
•    Item 2b(3) is checked (administrator); however, the petition is for Letters of administration with Will Annexed.
•    Petition item 8 did not properly label the proposed personal representative (Local Rule 8.26 D).
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 07/17/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-26-000419 MATTER OF KOBEL 1985 FAMILY TRUST
Hearing on Petition Pursuant to Probate Code § 17200:
• Caption of pleading does not clearly and completely state the relief sought. Notice of Hearing appears defective for the same reason. See California Rules of Court rule 7.102, 7.50.
• The body of petition does not appear to allege that venue is proper in this county (PrC§17005).
• Body of Petition omitted the names and mailing addresses of those entitled to notice (PrC§17201). 
      o    Harold Clyde Boyles was named as the alternate successor Trustee and is one of the beneficiaries of the Kobel Trust, but was not identified as a person entitled to notice. Petition paragraph 18 states “both of her [Trustor’s] adult sons are dead”. Is Harold Boyles deceased?
• The body of petition omitted the street addresses, legal description and assessor’s parcel numbers of the real property assets described in paragraphs 4 and 5. Please clearly reference and relate the individual Exhibits 2, 3, and 4 (deeds) to the specific and correct asset in the body of the petition.
• Please more clearly describe the San Jose property sold in the 1031 exchange in 2015 (including street address, legal description, and APN) and trace its chain of title as part of the Trust, beginning with the originating transfer/purchase. 
• Petition line 19, on page 4 appears to refer to Boyles’s Will as Exhibit 3, but Exhibit 3 is a deed (referenced in paragraphs 5, 8, and 9).
• Please clarify the sequence of events, preferably in chronological order. The Petition describes the following events sequentially: the San Jose property was sold on a 1031 exchange basis “around 2015”, Douglas Boyles died “in around March, 2015” and he executed estate plan documents “several years before he died in 2015”. Please also clarify which sales and exchanges were executed by Douglas Boyles as successor trustee and which were executed by petitioner as “de facto” successor trustee.
      o    The petition includes statements that Boyles purchased the current assets of the trust (line 17 on page 7) and that Boyles held “legal title” to the three Ceres properties when he died (starting line 28 on page 7 of petition), and Paragraph 23 contains the allegation that petitioner succeeded to and acquired title to the three Ceres properties when she became “de facto” successor trustee, however Exhibits 2 and 3 (copies of two of three Ceres deeds) indicate that the purchases were made by petitioner in her capacity as “de facto” successor trustee of the Kobel Trust and title to them was held by her in that capacity at the time of sale. This appears to be an inconsistency.
• Please specifically point to the provision(s) of the Kobel Trust that has/have become impossible to fulfill and/or has/have been fulfilled. 
      o    Please provide specific facts to support the petitioner’s assertion that the purposes of the Kobel trust have been fulfilled. 
      o    Please provide facts to establish that the post-death distributions required in the Kobel trust have been accomplished, and, if necessary, support with a schedule or exhibit from earlier trust post-death administration. When describing the distributions, clearly tie them to the dispositive terms of the Kobel trust with citations to the exact subsection(s) of Exhibit 1.
      o    Please address the Kobel trust post-death distributive provision of a separate trust for the benefit of Douglas Boyles’s children (Exhibit 1 section 5.02.B.3, as amended in the First Amendment). Was the separate trust funded and/or terminated? How does its existence intersect with the San Jose property and the later 1031 exchange transactions? 
      o    Was the San Jose property trust residue (Exhibit 1 § 5.02.B.4 of the First Amendment to the Kobel Trust) or a corpus asset of the separate life estate (Exhibit 1 section 5.02.B.3, as amended in the First Amendment)? Petitioner has alleged that former successor Trustee Boyles, for reasons unknown to petitioner, failed to distribute the asset to himself in accordance with the trust’s residuary terms. It would seem, however, that if Boyles believed and understood the asset as belonging to the separate trust (Exhibit 1 section 5.02.B.3), then he would have been abiding by the trust’s terms by not transferring it.
• Petitioner alleged as fact that she, in her capacity as the successor Trustee of the “Boyles Trust” which is the sole devisee of Douglas Boyles’s pour-over will (petitioner having alleged that Douglas Boyles is the sole residual beneficiary of the “Kobel Trust”) “holds and controls Douglas Boyles’s beneficial interest in the Kobel Trust” (petition line 26, page 4), and she therefore also “holds and controls the entire beneficial interest in the three real properties described” in the petition (petition line 1 on page 5). This statement appears speculative or conclusory; the petition does not indicate that a court with jurisdiction has admitted Boyles’s will to probate. Boyles’s pour-over will demonstrates the existence of his estate plan, it does not effectuate its terms. Please provide points and authorities.
• Petitioner seeks a court order modifying the Kobel trust to reflect that all three remaining real property assets are to be distributed directly to her as an individual. Please elaborate on how that modification furthers the purpose of the Kobel trust and settlor’s intent [rather than furthering the purpose of the Boyles trust, since, as the petitioner has alleged, Douglas Boyles while serving as successor trustee of the Kobel trust, retained and exchanged property contrary to what “should have been distributed” (line 4 on page 8 of the petition)].
• Notice of Hearing file-marked 05/08/26 is defective:
      o    The wrong address is given on top of page 1. This department is located at 801 10th Street, Modesto. The clerk’s office is located on the fourth floor and the courtroom is located on the sixth floor.
      o    If notice is mailed to multiple parties residing at the same address, they ought to each be listed on a separate line on the proof of service page of the notice, or it gives the impression that multiple people were served in one envelope, which is not appropriate.
      o    Notice not on file for the petitioner in her separate capacities as Trustee of the Boyles Trust and as heir/beneficiary of Boyles’ estate.
Recommend continuance to 09/22/26 to allow time to cure defects, file points and authorities.
Appearance not required (by VCourt if preferred).

9:30 A.M.

PR-23-000155 ESTATE OF FRANK R. HERNANDEZ
Court Trial:
Appearances mandatory.