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.

WEDNESDAY, SEPTEMBER 09, 2026
Department 22
8:30 a.m.

PR-24-000782 ESTATE OF DIANA LEE DIMENCO-FREER
Account Review Hearing:
Petition for Final Distribution has been filed and set for hearing on 10/27/26.
Hearing of 10/27/26 will be confirmed.
Appearance not required (by VCourt if preferred).
 

PR-24-001275 ESTATE OF GRAHAM FREDRICK ROTH
Account Review Hearing:
See Local Rule 8.82. Neither Petition for Final Distribution nor PrC§12200 Status Report are on file.
The document file-marked 09/03/26 and titled “Second Status Report” does not constitute a PrC§12200 Status Report as it was not verified by the personal representative; the $200.00 filing fee was not remitted; did not specify the amount of time necessary before the estate would be in a position to be closed. 
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 02/03/27 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-24-001350 ESTATE OF MATTHEW MCPHERSON
Account Review Hearing continued from 05/05/26:
On 05/05/26 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-25-000140 ESTATE OF WILLIAM DONALD FILIPPINI, AKA DONALD FILIPPINI
Account Review Hearing:
PrC§12200 Status Report has been filed and set for hearing 10/13/26.
Hearing of 10/13/26 will be confirmed.
Appearance not required (by VCourt if preferred).
 

PR-25-000519 ESTATE OF PASQUAL CASTANEDA
Account Review Hearing:
See Local Rule 8.82. Neither Petition for Final Distribution nor PrC§12200 Status Report are on file.
Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 90 days if estate is not in a position to be closed.
Recommend continuance to 02/03/27 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-25-001123 MATTER OF RAFAEL R. ARMENTA SR. FAMILY 2011 TRUST
Hearing on Petition for Order Determining Title to Assets and for Order Approving Modification of Irrevocable Trust continued from 02/18/26, 05/20/26:
Prior Notes have been cured.
•    Submitted to court for determination: The Declaration of Due Diligence file-marked 08/13/26 is as to one of the two co-petitioner’s knowledge and efforts only. Decedent’s will identified a child of decedent’s whose name and location were unknown to him at the time the will was drafted. See California Rule of Court 7.52.
Appearance by counsel required (by VCourt if preferred).

PR-25-001242 ESTATE OF SHIRLEY KOELMANS 
Inventory Review Hearing:
Final Inventory and Appraisal on file.
Petition for Final Distribution has been filed and a hearing set for 10/08/26.
Hearing of 10/08/26 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-25-001293 ESTATE OF PAMELA JEAN JOHNSON
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend court set an Account Review Hearing 05/11/27 pursuant to Local Rule 8.82 and refer the Administrator also to Probate Code sections 12200, and 9000 through 9399.
Appearance not required (by VCourt if preferred).

PR-26-000077 ESTATE OF KAREN SMITHER, AKA KAREN LOUISE SMITHER
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 05/11/27 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-26-000343 ESTATE OF IAN PAUL LABANDERO MADULARA
Hearing on Petition for Letters of Administration continued from 05/21/26:
New Notes:
Some of petitioner’s filings included an incorrect address for the Court. Please note, the correct physical and mailing address of the Clerk’s Office is: 801 10th Street, 4th Floor, Modesto, CA 95354. The courtroom is on the 6th Floor of the same address.  Please ensure future filings indicate the correct address.
• Affidavit of Publication file-marked 08/18/26 reflects the publication gave notice of an incorrect address for the department where the hearing will be held (801 10th St, 6th floor, not 1100 “I” St, Modesto, CA which is the Family Law Clerk’s Office). 
      o    Republication will not be reimbursable.
• Form DE-121 Notice of Petition to Administer Estate file-marked 07/22/26 gave notice of an incorrect address for the department where the hearing will be held (801 10th St, 6th floor, not 1100 “I” St, Modesto, CA which is the Family Law Clerk’s Office). 

Prior Notes remain:
• Petitioner has filed a Petition for Letters of Administration (which would be appropriate if the decedent died intestate) and checked box 3f (alleging the decedent died intestate), but petitioner also completed item 2a (requesting admission of the decedent’s will to probate) and item 3e (alleging the decedent’s will waived bond). Did the decedent leave a will or no? On 05/21/26, the court directed the petitioner to amend the petition pursuant to CRC rule 7.53. Not on file.
      o    If the decedent did not leave a will, bond must be addressed. See PrC§8482 and Local Rule 8.33.
• The heading of the Petition, page 1, does not agree with item 2c. Is the petitioner seeking full or limited authority under the Independent Administration of Estates Act?
• Petition item 3d was left blank (character and estimated value of the property of the estate). Is petitioner either not aware of any property of the estate, unaware of its value, or does the petitioner believe this estate has no value? Please address. See California Rules of Court rules 7.3 and 7.53.
• 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 must identify the relationships those listed had with the decedent. See item 8.
• Petition item 8 includes an heir with an incomplete address (the state only). 
• Form DE-147 Duties and Liabilities not on file.
• Forms DE-140 and DE-150, Proposed Order and Letters, not submitted.
Once defects are cured, the court may hold a hearing to determine if a Guardian ad litem will be required to represent the interests of the minor heirs. Please review Local Rule 8.07.

Recommend continuance to 01/05/27 to allow time to cure defects. Failure to amend the petition with the fatal defect noted above after having been ordered to by the court, on 05/21/26, may result in the denial of the petition.
Appearance not required (by VCourt if preferred).

PR-23-000308 ESTATE OF GEORGE DOUGLAS BIXLER, SR.
(1)    Report of Sale and Petition for Order Confirming Sale of Real Property at 4944 Mary Harrison Mine Road, Coulterville CA (APN: 003-230-015000):
•    Petition item 4c omitted date of private sale. Without this date, it is not possible for Examiner to verify if notice by publication was timely (Local Rule 8.55).
•    Deposit amount recited in item 4d ($500.00) appears to be under the minimum of 10% of the purchase price. Buyer’s committed loan not provided. Please see Local Rule 8.60.
•    Affidavit of publication file-marked 08/05/26 reflects that notice was not published in a newspaper determined to be of general circulation in the county where the real property is located. See PrC §10300(a). An order directing alternate publication is not on file. This appears to be a fatal defect since the published notice must be perfected before the sale is made (PrC 10312). It appears necessary for the court to vacate the sale and order a new sale purs. to PrC 10313(c).
Recommend court vacate sale and order a new sale pursuant to PrC10313(c).

(2)    Report of Sale and Petition for Order Confirming Sale of Real Property at 4813 Crown Lee Road, Coulterville, CA (APN: 003-240-009000):
•    Petition item 4c omitted date of private sale. Without this date, it is not possible for Examiner to verify if notice by publication was timely (Local Rule 8.55).
•    Deposit amount recited in item 4d ($500.00) appears to be under the minimum of 10% of the purchase price. Buyer’s committed loan not provided. Please see Local Rule 8.60.
•    Affidavit of publication file-marked 08/05/26 reflects that notice was not published in a newspaper determined to be of general circulation in the county where the real property is located. See PrC §10300(a). An order directing alternate publication is not on file. This appears to be a fatal defect since the published notice must be perfected before the sale is made (PrC 10312). It appears necessary for the court to vacate the sale and order a new sale purs. to PrC 10313(c).
Recommend court vacate sale and order a new sale pursuant to PrC10313(c).

(3)    Report of Sale and Petition for Order Confirming Sale of Real Property at 4901 Crown Lee Road, Coulterville, CA (APN: 003-240-012000):
•    Petition item 4c omitted date of private sale. Without this date, it is not possible for Examiner to verify if notice by publication was timely (Local Rule 8.55).
•    Deposit amount recited in item 4d ($500.00) appears to be under the minimum of 10% of the purchase price. Buyer’s committed loan not provided. Please see Local Rule 8.60.
•    Affidavit of publication file-marked 08/05/26 reflects that notice was not published in a newspaper determined to be of general circulation in the county where the real property is located. See PrC §10300(a). An order directing alternate publication is not on file. This appears to be a fatal defect since the published notice must be perfected before the sale is made (PrC 10312). It appears necessary for the court to vacate the sale and order a new sale purs. to PrC 10313(c).
Recommend court vacate sale and order a new sale pursuant to PrC10313(c).

(4)    Report of Sale and Petition for Order Confirming Sale of Real Property at Vacant Lot in Coulterville, CA (APN: 003-250-020000):
•    Petition item 4c omitted date of private sale. Without this date, it is not possible for Examiner to verify if notice by publication was timely (Local Rule 8.55).
•    Deposit amount recited in item 4d ($500.00) appears to be under the minimum of 10% of the purchase price. Buyer’s committed loan not provided. Please see Local Rule 8.60.
•    Affidavit of publication file-marked 08/05/26 reflects that notice was not published in a newspaper determined to be of general circulation in the county where the real property is located. See PrC §10300(a). An order directing alternate publication is not on file. This appears to be a fatal defect since the published notice must be perfected before the sale is made (PrC 10312). It appears necessary for the court to vacate the sale and order a new sale purs. to PrC 10313(c).
Recommend court vacate sale and order a new sale pursuant to PrC10313(c).

Examiner notes the Court granted administrator Full Authority under the Independent Administration of Estates Act. No Notices of Proposed Action (DE-165) or proof of service for these sales are on file. Recommend court inquire if Administrator served any NOPAs and received any objections to the proposed actions to clarify compliance with Probate Code §§ 10580 et seq. or basis for court confirmation of sale.

Hearing required.
Appearance by counsel mandatory (in-person only, CRC rule 7.452).
 

PR-24-000636 ESTATE OF PRITAM CHAHAL
Hearing on PrC §12200 Status Report of Administration:  
Notice appears complete. 
Recommend court set a further Account Review Hearing 03/11/27.
Appearance not required (by VCourt if preferred).

PR-24-000861 MATTER OF 2011 FRINK FAMILY TRUST
Hearing on Motion to Reopen Case and Vacate Request for Dismissal:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…

PR-24-001087 MATTER OF PATRICIA ANDERSON 2024 REVOCABLE TRUST
Hearing on First and Final Account and Report of Trustee and Petition for its Settlement; for Order Approving Payment of Attorney’s Fees and Costs; for Order Approving Retroactive Pay to Trustee for Trust Services; for Order Approving Ongoing Fees for Trust Services:

-    Note by Examiner, not a fatal defect: Trustee has labeled this as a First and Final Account since the settlor has passed away, however Trustee has also declared her intention of preparing the real property for sale before distributing the trust residue to the remaindermen; this therefore would be a First Account Current as the Trust is not ready to be distributed and terminated. Trust Article V C.2. appears to allow the Trustee discretion to delay distribution for up to a year after the settlor’s death.
-    Note by Examiner, not a fatal defect: In the body of the Report, Trustee alleged she intends to prepare the home for sale. If it is her intention to handle the sale herself before distribution to the remaindermen, she must seek the court’s prior approval before commencing the sale process as the Trust does not appear to grant that power/authority.

•    Notice of Hearing appears defective: untimely (PrC§17203).
•    The value of the cash on hand at the beginning of this account (which is to say, when the Trust was initially funded) does not agree between the following: Receipt of Distribution file-marked 07/09/26 ($279,284.34); total of two Inventory and Appraisal forms on file (file-marked 07/06/26 and 07/09/26; $279,284.34); Schedule of Distributions to Court Approved Trust attached to the Second and Final Account in related conservatorship case PR-22-001242 ($280,427.85); Summary of Account attached to this petition ($280,427.85). Please clarify.
•    Statement regarding family/affiliate relationship omitted [see PrC§1064(a)(4)].
•    Statement regarding interest bearing accounts omitted [see PrC§1064(a)(5)].
•    Accounting page 9 of 12 was omitted; Examiner could not complete review of Schedule of Disbursements.
•    Schedule of Disbursements: there appears to be an arbitrary division of categories “BENEFICIARIES CARE”, “TRUST ADMINISTRATION” (two subcategories with the same name, pages 7 of 12 and 8 of 12), “CONSERVATEE’S CARE”, and some subcategories are broken up between multiple categories (e.g.: Trustee fees, caregiver fees, telephone).

Note to be submitted to court’s determination once other defects are cured:
In the petition, Trustee asks the court to allow her to pay herself a flat monthly rate, as allowed by CRC rule 7.903(c)(8), and also that she be compensated retroactively beginning 03/01/25, however it appears based on the Account that Trustee has already been paying herself compensation at a monthly rate of $500.00 without prior court’s approval; examination of the Trust (Article VII H.) and the court’s order approving the petition for substituted Judgment reflect that neither included an order re: periodic Trustee compensation, which means that compensation was only allowed after a specific court order purs. to PrC§2643.1(b) and CRC rule 7.903(c)(8). 

Recommend continuance to 01/06/27 to allow time to cure defects, perfect notice.
Appearance not required (by VCourt if preferred).

PR-25-000288 ESTATE OF PATRICK CHARLES SAMUEL CRAWFURD
Hearing on Final Report and Petition for Final Distribution on Waiver of Account; Approval of Acts; Waiver of Representative Compensation; Allowance and Payment of Attorney Fees and Costs; Tax Compliance:
Notes cured.
Recommend approval of petition as supplemented.
Recommend Discharge Review Hearing 03/25/27 pursuant to Local Rule 8.92.
Recommend court vacate Account Review Hearing 11/03/26.
Appearance not required (by VCourt if preferred).
 

PR-25-001192 ESTATE OF WALDO R. PEREZ
Hearing on Petition for Final Distribution of Estate; First and Final Account and Report of Administrator; and for Allowance of Attorney Statutory Fees and Costs:
Recommend approval of petition.
Recommend Discharge Review Hearing 03/25/27 pursuant to Local Rule 8.92.
Recommend court vacate Account Review Hearing 02/23/27.
Appearance not required (by VCourt if preferred).
 

PR-26-000838 ESTATE OF MIGUEL ALONZO RODRIGUEZ
Hearing on Petition to Determine Succession to Primary Residence:
Defects in the Petition:
•    Please provide additional detail as to Attachment 11(2): decedent’s interest in the property and facts to show the property was decedent’s primary residence in California. Much is provided alleging decedent owned it (also necessary), but the only fact related to his residing there is …(decedent) “lived in the property continuously until death”. Item 11(2) requires “facts”, so please provide at least two facts related specifically to residency.
•    The information provided in item 13 is helpful, but it does not provide each petitioner’s specific percentage interest in the real property. This information must be provided purs. to PrC§§13150 et seq. See proposed Order item 9b.
•    Attachment 14 omitted.
•    Copy of grant deed showing current title was not attached or provided on separate pleading. 
Defects in the Court’s file:
•    Proof of mailing not on file for the Department of Health Care Services, nor Declaration that notice is not required (see Local Rule 8.17 and PrC§215).
•    Form DE-315, Order Determining Succession to Real Property, not on file at time of review.
Recommend continuance to 12/03/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

THURSDAY, SEPTEMBER 10, 2026
Department 22
8:30 a.m.

439659 DAVID FLUENCE SPECIAL NEEDS TRUST
Account Review Hearing continued from 05/21/26:
Eighth Account Current and Report of Trustee has been filed and set for hearing 10/01/26.
Hearing of 10/01/26 will be confirmed.
Appearance not required (by VCourt if preferred.)

PR-23-0000964 ESTATE OF DIANA HERNANDEZ
Hearing on Petition for Final Distribution on Waiver of Account; for Allowance of Statutory Compensation for Personal Representative and for Statutory Fees for Her Attorney continued from 02/05/26, 03/27/26, 05/15/26:
Nothing filed since last hearing. Prior notes remain:
•    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. 
•    Body of petition appears not to describe the property on hand for distribution (after statutory compensation) nor the order of specific distribution sought. See CRC 7.651, Local Rule 8.83M.
•    Need order.
Need status.
Appearance by counsel required (by VCourt if preferred).

PR-24-000365 ESTATE OF JAMES D. LUNA
Hearing on First and Final Report and Account of Administrator and Petition for Approval Thereof; for Order for Payment of Administrator’s Statutory Fees; for Order for Payment of Attorney’s Statutory Fees and Costs; and for Order for Final Distribution continued from 06/04/26:
Prior Notes have been cured.
Recommend approval of Account and Petition as supplemented.
Recommend Discharge Review Hearing 03/25/27 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-24-001167 MATTER OF ELDON & SHIRLEY MAWYER LIVING TRUST DTD 02/25/25, MAWYER SURVIVOR’S TRUST DTD 08/25/22
1)    Hearing on Petition Regarding Internal Affairs of a Trust; Trust Contest, Elder Abuse and Disinheritance; Claim to Return Property Owned by Another; Double Damages, Attorneys Fees continued from 03/12/25, 07/30/25, 12/04/25, 01/22/26, 01/30/26, 05/14/26:
Opposition filed – 09/10/25, by T. Mawyer. 
Need status of meet-and-confer. 

2)  Hearing on Cross-Petition for Elder Financial Abuse; for Return of Property; for Double Damages; for Accounting; and for Attorney’s Fees and Costs continued from 01/22/26, 05/14/26:
Objection filed – 12/19/25, by Chicago Title Company. 
Need status of meet-and-confer. Per Minute Order of 05/14/26, counsel were to also discuss whether any further objection(s) would be filed.

Appearance by counsel required (by VCourt if preferred).

PR-25-000207 ESTATE OF MICHELLE CORDERO
Account Review Hearing:
See Local Rule 8.82. Neither Petition for Final Distribution nor PrC§12200 Status Report are on file.
Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 60 days if estate is not in a position to be closed.
Recommend continuance to 01/14/27 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-25-001067 ESTATE OF BASIL BARRANT DAVIS, SR.
Inventory Review Hearing continued from 06/09/26:
Final Inventory and Appraisal on file.
Recommend Account Review Hearing 03/02/27 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-25-001076 ESTATE OF KIRK DAVID BAKER 
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 01/21/27 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-26-000122 ESTATE OF FRANCISCO H. CORTEZ
Hearing on Petition for Letters of Administration continued from 03/19/26, 06/09/26:
On 06/09/26, the Court granted the petitioner’s request to strike the Amended Petition.

Defects in the Form DE-111, original Petition (file marked 02/04/26):
•    Supplement (file marked 09/09/26) cured defects in the petition; however, the supplement was not verified.  See California Rule of Court 7.103, California Code of Civil Procedure sections 2015.5, 446.
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. 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; specifically, Erika Cortez.
    o    Declaration of Due Diligence (file marked 09/09/26) submitted to Judge for determination.
Appearance by petitioner (self-represented) required (by VCourt if preferred).
 

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 (filed by Rameena Stubendorff) continued from 06/06/26:
Objection filed – 05/27/26 (by Neda Zabadneh, aka Neda Howell)
•    Proof of service not on file for the petitioner. Service on her attorney and petitioner is required. See California Rules of Court rule 7.51(b) and Probate Code section 1214.

The following must be addressed in the Petition:
•    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 on those who did not waive notice. 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.
On 06/09/26, the court directed petitioner to file points and authorities as to why this petition should be filed and to address the issue of the probate court’s jurisdiction when there is no underlying estate case. Points and Authorities (file marked 07/09/26) on file. Submitted to Judge for determination.
Hearing required.
Appearances by counsel and objector (self-represented) required (Anyone appearing may do so in person, or remotely, by telephone using VCourt).
 

2201133 TAMARA MASTAIN SPECIAL NEEDS TRUST
Hearing on Petition to Approve Fifth Account and Report of Trustee from 01/01/2024, through 12/31/2025, and to Approve Trustee’s and Attorney’s Fees:
Recommend approval of Account and Petition, including reduction of bond by $43,000.00, for total bond of $217,000.00.
Recommend court reset Account Review Hearing of 11/10/26 to 08/03/2028.
Appearance not required (by VCourt if preferred).

PR-23-000658 ESTATE OF GILBERT JUNSTROM
Hearing on PrC§12200 Status Report of Administration:
Notice appears complete. 
Recommend court set a further Account Review Hearing 01/21/27.
Appearance not required (by VCourt if preferred).

PR-23-001200 ESTATE OF BESSIE MAE PUGH
Hearing on First and Final Account and Report of Lois Johnson; Petition for Final Distribution, Statutory Fees and Extraordinary Fees:
•    Caption of the Petition and Order appears inadequate as personal representative is also seeking Reimbursement of Funds Advanced [California Rule of Court 7.102, Local Rule 8.83L].
    o    Notice therefore appears defective, as well, [CRC 7.50].
•    Exhibit D, Proposed distribution, requests reimbursement to the personal representative in the amount of $11,460.94 which does not appear to agree with the prayer of the petition. Paragraph 9 of the prayer requests the amount of $9,142.94 which represents half of the $18,285.88 she advanced from her personal funds for the benefit of the estate as outlined in Exhibit A.  $5,737.82 of the personal funds advanced were for the purpose of reimbursing Brenda Puh Phinizzee. What was the nature of the expense which was reimbursed? Please explain and/or correct the discrepancy.
•    Please provide additional information in support of attorney’s fees, including a breakdown of which tasks were performed by counsel, and which were performed by the paralegal pursuant to CRC 7.702.
•    The title/caption of the proposed order does not match the title/caption of the Petition. In addition, please phrase as an “Order” rather than a “Judgment”.
Request for extraordinary compensation will be submitted to the Judge for determination once defects are cured. 
Recommend continuance to 12/01/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
 

PR-25-000497 ESTATE OF FREDEVINDA MOTA CARRILLO, AKA FREDEVINDA M. CARILLO
Hearing on First and Final Account and Report of Administrator, and Petition for its Settlement, for Allowance of Statutory Attorneys Fees and Costs Advanced, and for Final Distribution of Estate:
Please be aware in future Notes that paragraph 7 the Report does not appear sufficiently detailed pursuant to PrC§9202(b) (knowledge of personal representative or estate attorney).
• Notice of Proposed Action must be filed, with affidavit of mailing attached, per Local Rules 8.83 N and 8.100.
• Accounting does not appear correct:
      o    Based on the escrow statement, there were no losses or gains on sale; the sale price was exactly the same as the appraisal value.
      o    The expenses of sale are not considered losses on sale, they are considered disbursements; they do not impact the calculation of statutory compensation.
      o    Credits are where money comes from: property on hand at beginning of account, additional property received, receipts, gains on sale. Charges are where money goes to: disbursements, losses on sale, property on hand at close of account.
      o    The “total charges” ought to equal the “total credits”; in this case, the record would appear to reflect that both total $90,000.00.
      o    The Summary of Account reflects that an amount of cash on hand at the end of the account period that does not agree with the Schedule of Property on Hand at the End of the Account period. The latter appears to be incorrect, based on the Examiner’s calculations, while the former appears accurate.
• The disbursements issue detailed above impacted the calculation of attorney’s statutory compensation, which already had a number of defects:
      o    The accounting reflects that $503.23 was not from receipts but rather disbursements, and so does not belong in the calculation.
      o    Even with the above correction, the fee base appears to be lower than expected, likely due to a mathematical error. 
      o    4% of the first $100,000.00 cannot be $4,000.00 in this case.
• The proposed distribution does not appear correct. Cash on hand at the end of the account less fees, costs, and reserve, does not equal the amount described in line 6 on page 8. All of that is moot given that the calculation of statutory compensation does not appear correct.
Recommend continuance to 10/09/26 to allow time to cure defects.
Recommend court vacate Account Review Hearing of 12/01/26.
Appearance not required (by VCourt if preferred).

PR-26-000828 ESTATE OF JORDAN OLIVER ROSE
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-26-000832 ESTATE OF ANIL K. JOSHI
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-26-000853 ESTATE OF WAYNE S. ARMBRUST, AKA WAYNE SCOTT ARMBRUST
Hearing on Petition for Letters of Administration:
Notes have been cured.
Recommend approval of petition.
Recommend Inventory Review Hearing 03/10/27 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).

FRIDAY, SEPTEMBER 11, 2026
Department 22
8:30 a.m.

PR-24-000821 ESTATE OF ALFONSO MIRANDA AYALA, AKA ALFONSO M. AYALA, ALFONSO AYALA
Hearing on PrC§12200 Status Report of Administration continued from 08/12/26:
Nothing filed since previous hearing. Prior Note remains:
Notice of Hearing not on file for interested party Violet B. See PrC§§12201, 1220.
Appearance by counsel required (by VCourt if preferred).

PR-24-001186 ESTATE OF KATHLEEN ROSE HARLAN, AKA KATHY R. HARLAN, AKA KATHY HARLAN
Hearing on Amended (file marked 02/04/26) First and Final Report of Executor on Waiver of Account and Petition for Allowance of Executor Fee, Attorney Compensation for Ordinary Services, for Reimbursement of Costs, and for Final Distribution of Estate continued from 10/22/25, 02/19/26, 09/03/26:
Prior defects cured by the Amended Petition.
One note remains:
•    Paragraph 22, Page 7, requests that petitioner be authorized to pay the estate of former administrator, Sherwin Yates Rhinehart, compensation in the sum of $9,900.00.  Proof of issued Letters of Mr. Rhinehart’s estate is not on file.
The Court approves the extraordinary compensation at a reduced amount of $6,700.00.
•    Need new order.
Recommend continuance to 11/13/26 to allow time to submit proof of Letters and new order.
Appearance not required (by VCourt if preferred).
 

PR-24-001300 ESTATE MARIA MADALENA VIEIRA, AKA MARIA MADALINA VIEIRA AND MARIA M. VIEIRA  
Hearing on Amended (file marked 08/20/26) First and Final Report of Personal Representative and Petition for Final Distribution on Waiver of Account and for Payment of Compensation for Ordinary Services to Attorney for Personal Representative and for Waiver of Ordinary Compensation for Personal Representative continued from 07/22/26:
Prior defects cured.
Recommend approval of amended petition.
Recommend Discharge Review Hearing 03/25/27 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-25-000448 ESTATE OF ALICIA A. MENDOZA
Hearing on First and Final Account and Report of Administrator, and Petition for its Settlement on Waiver of Accounting, and for Final Distribution continued from 08/12/26:
Prior defects cured.
Recommend approval of petition as supplemented.
Recommend Discharge Review Hearing 03/25/27 pursuant to Local Rule 8.92.
Recommend court vacate Account Review Hearing 10/13/26.
Appearance not required (by VCourt if preferred).

PR-26-000239 ESTATE OF SHERWIN YATES RHINEHART
Hearing on Petition for Probate of Lost Will and for Letters Testamentary continued from 04/29/26, 08/13/26:
Prior Notes are cured.
Submitted to court’s determination:
•    Whether a Guardian ad litem is necessary for the three minor beneficiaries. See Local Rule 8.07.
•    Whether to set a prove up hearing purs. to PrC§6124 (lost will presumption). See Declaration of counsel file-marked 07/14/26, Declaration of petitioner file-marked 08/13/26, and Declaration of counsel file-marked 08/14/26.
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, 09/01/26:
The Court has reviewed the Supplement. The Court approves the Petition to Determine Succession to Primary Residence. 
Appearance not 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, 09/01/26:
The Court has reviewed the Supplement. The Court approves the Petition to Determine Succession to Primary Residence. 
Appearance not required (by VCourt if preferred).

PR-26-000746 ESTATE OF SHIRLEY MARIE JANZ, AKA SHIRLEY M. JANZ
Hearing on Petition to Determine Succession to Primary Residence continued from 08/18/26:
Prior defects cured.
If no one appears to object, Recommend court find notice complete and approve petition.
Appearance not required (by VCourt if preferred).

PR-26-000781 ESTATE OF BILLY EDWARD ADAMS
Hearing on Petition for Letters of Administration continued from 08/13/26:
Nothing filed since previous hearing. Prior Notes remain:
•    Petition item 8 omitted address for one of the relatives.
•    Affidavit of publication not on file.
New Note:
•    Review of the Objection reflects that the petitioner misspelled multiple heirs’ names in item 8 of the Petition.

Objection filed – 09/08/26. 
•    Objection was not verified.
•    A copy of the Objection was served on petitioner and petitioner’s counsel, but not on the fifth heir identified in the petition: Nichole A.

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

MONDAY, SEPTEMBER 14, 2026
No decedent's estate or trust matters on calendar

TUESDAY, SEPTEMBER 15, 2026
Department 23
8:30 a.m.

PR-26-000759 ESTATE OF GURBAKSH KAUR UPPAL
1.    Hearing on Amended Petition (file-marked 07/21/26) for Probate of Will and for Letters Testamentary (filed by Kashmir Uppal) continued from 08/13/26:
• Prior Note remains: Petition Attachment 8 did not allege whether the living heirs/beneficiaries are adults or children.
      o    None of the Declarations filed 08/12/26 cured this final remaining Note. In the petition Attachment 8, petitioner identified children, grandchildren, and/or beneficiaries named in the will, but did not include an allegation whether they are adults or children: Kashmir, Amarjit, Manjit, Pardip, Anthony, Admonick, Raja.
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address these defects.
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
• Forms DE-140 and DE-150, Proposed Order and Letters, not submitted.

2.    Hearing on Petition for Letters of Administration (filed by Amarjit Uppal):
• Petition item 8 identified Admonick Uppal as the decedent’s grandson, whose ancestor was Admonick Uppal, the predeceased son of decedent. Item 8 did not identify a predeceased son of decedent named Admonick Uppal.
• Multiple attachments attached to the petition reflect that petitioner Amarjit Uppal would consent to act as an executor if the court determines that the will at issue in the Petition filed by Kashmir Uppal were valid. (No will contest has been filed.)
• Nothing has been filed by this petitioner besides the Petition:
      o    Form DE-147 Duties and Liabilities not on file.
      o    Form DE-121 Notice of Petition to Administer Estate not on file.
      o    Affidavit of publication not on file. See Local Rule 8.12.
      o    Forms DE-140 and DE-150, Proposed Order and Letters, not submitted.

Appearance by petitioner K. Uppal (self-represented) and counsel for competing petitioner (A. Uppal) required. Anyone appearing at this hearing may do so either in person or remotely, by telephone, using VCourt.

Department 22
8:30 a.m.

PR-22-000640 ESTATE OF PEDRO S. ALBERTO, AKA PETE ALBERTO
(1)    Order to Show Cause issued 08/18/26 to Anthony D. Johnston, Esq.:
To appear and show cause for failure to appear at the 08/18/26 hearing.
Pursuant to compliance with the Court’s order dated 08/18/26 the OSC will be discharged.

(2)    Hearing on First Account and Report of Executor and Petition for its Settlement – filed by Irma Zarate continued from 02/25/25, 06/26/25, 10/28/25, 03/18/26, 08/18/26:
No procedural defects in petition. Notice is complete.
Objection filed 02/20/25 – by Monica Alberto
On 08/18/26, the court directed counsel to give the court status of the objection and if it will be dismissed. If a pleading regarding status is filed prior to the 09/15/26 hearing the Order to Show Cause will be discharged.
Withdrawal of Objection filed 08/19/26 (by Monica Alberto)
Appearance by counsel required (by VCourt if preferred).

PR-23-000726 ALFONSO GENEL NAVARRO TRUST
Hearing on Amended Petition (file-marked 01/29/24) to Invalidate Trust Based on Undue Influence, for Surcharge Damages for Breach of Fiduciary Duty, to Compel Production of Accounting and Trust Records, for Removal of Trustee, Alfonso Genel Cuevas, for Double Damages and for Attorney’s Fees and Costs continued from 10/11/23, 01/30/24, 04/16/24, 08/06/24, 10/29/24, 03/26/25, 07/09/25, 08/22/25, 03/24/26, 07/23/26:
Objection to Amended Petition (file marked 05/30/24 - by Alfonso G. Cuevas)
On 03/24/26, the Court continued this matter to allow time for arbitration.  The court directed the issue of fees (requested by counsel Hardister) to be resolved by 07/23/26 and if either have not been done, the Court plans to dismiss this matter.
Need status of arbitration and fees.
Appearances required (by VCourt if preferred).

PR-23-000963 ESTATE OF GARY ALAN JOHNSON

1.    Hearing on Court’s Motion to Dismiss the Petition to Determine Entitlements, set by Minute Order 10/15/25 and continued from 02/18/26, 06/10/26, 07/14/26, 08/04/26:
Petition to Determine Persons Entitled to Distribution of Estate filed 07/01/24 by Nicholas Payton.
Opposition (purs. PrC§11702) filed 12/03/24 (by the personal representative in his capacity as an heir).
On 08/04/26, the court approved the Petition for Approval of Settlement Agreement. Per the Settlement Agreement, the petition to determine entitlements will be dismissed within sixty (60) days of distribution to Nicholas Payton. Petition therefore appears to be trailing Petition for Final Distribution.
Recommend continuance to 12/17/26. If nothing has been filed by that hearing, e.g., request for dismissal, petition to enforce the settlement agreement, etc., the petition will be dismissed.

2.    Hearing on First and Final Report of Administrator on Waiver of Account and Petition for Final Distribution and for Statutory Fees for Administrator and Attorneys and Extraordinary Fees for Attorneys and Reimbursement of Costs continued from 07/14/26, 08/04/26:
Prior Notes have been cured.
Recommend approval of Report and Petition, as Supplemented, and purs. to the court’s order of 08/04/26 regarding extraordinary compensation.
Need new proposed Order: line 24 on page 2 references an “Exhibit A”, but no exhibits were attached to the proposed Order.
Recommend Discharge Review Hearing 03/25/27 purs. to Local Rule 8.92.

Appearance not required (by VCourt if preferred).

PR-24-001191 MATTER OF LIVING TRUST OF ORALIA E. BAUTISTA
1.    Hearing on Order to Show Cause issued 07/16/25 to Objector/competing petitioner’s counsel continued from 11/18/25, 04/02/26, 08/11/26:
Counsel for Objector/competing petitioner to appear and show cause why the combined Objection and Petition (file-marked 05/01/25) should not be stricken with fifteen (15) days’ leave to amend. [Cf. Katzenstein v. Chabad of Poway (2015) 237 Cal.App.4th 759, 766; Code Civ. Proc., § 431.30(c)].
Counsel for Objector/competing petitioner to appear and show cause for failure to appear on 08/11/26.

The Court on 07/16/25 set the deadline for any brief in opposition to the OSC to be filed and served at least fourteen (14) days before the continued hearing date. Any brief in response to an opposition to be filed and served at least seven (7) days before the continued hearing date. Nothing has been filed in more than a year: no briefs, no reports.

On 11/18/25, the court ordered that if this matter were not resolved, the court would on 04/02/26 make the order reflected in the OSC.

On 04/02/26, the court ordered that if this matter were not resolved, the court would on 08/11/26 make the order reflected in the OSC.

2.    Hearing on Petition for Order Determining Trust’s Title to Personal Property continued from 03/18/25, 07/16/25, 11/18/25, 04/02/26, 08/11/26:

Objection filed – 05/01/25. Objection included a separate cause of action: request for court order invalidating the trust instrument (trust contest). 
•    There has been no petition set for hearing purs. to PrC§17200 et seq. and notice of hearing has not been provided purs. to PrC§17203.

On 11/18/25, the court ordered joint or separate status reports be filed no fewer than fifteen days prior to the hearing of 04/02/26. None were filed. 

On 04/02/26, the court ordered joint or separate status reports be filed no fewer than fifteen days prior or sanctions may be imposed. Separate Declaration on file from petitioner’s attorney, filed five days prior to the hearing. Hearing required for court to determine sanctions.

Appearance by counsel mandatory (by VCourt if preferred).

PR-25-001347 ESTATE OF SUSANNE RIDGE
Inventory Review Hearing:
Final Inventory and Appraisal on file.
Recommend Account Review Hearing 05/13/27 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-26-000481 ESTATE OF JULIO TEIXEIRA
Hearing on Second Amended Spousal Property Petition (file-marked 08/25/26) continued from 07/23/26:
• Attachment 7a, attached to the Second Amended Petition, did not include the legal description as of the property. 
• Copies of the following deeds were not attached to the Second Amended Petition:
      o    The original Grant Deed whereby the petitioner and the decedent first acquired title to the property.
      o    The Interspousal Transfer Deed whereby petitioner and decedent transferred the property into the name of the decedent as his separate property.
• Since a Second Amended Petition was filed after the notice of hearing forms were mailed, a new Notice of Hearing, Form DE-120, will need to be prepared for the next hearing and then mailed, specifying “Second Amended Spousal Property Petition” item 1 on page 1.
• Proposed Order, Form DE-226, submitted 08/25/26:
      o    Item 7a was checked, but should not be, since the petitioner did not ask for that order. 
      o    Attachment 5a should include the description of the property only, not any facts regarding the marriage. Specifically, Attachment 5a should include the assessor’s parcel number and legal description of the real property.
Appearance by Petitioner (self-represented) required (by VCourt if preferred).

PR-26-000548 ESTATE OF GEORGE M. SOUSA
Hearing on Amended (file marked 08/03/26) Petition to Determine Succession to Primary Residence continued from 07/22/26:
Some defects cured. New notes:
•    Please provide additional detail as to Attachment 11(2): facts to show the property was decedent’s primary residence in California. Information is provided alleging decedent owned it (also necessary), but the only fact related to his residing there is …(decedent) “the property was the decedent’s primary residence”. Item 11(2) requires “facts”, so please provide at least two facts related specifically to residency.
•    A new Notice of Hearing, Form DE-120, appears necessary as the Petition was amended. The Notice of Hearing (file marked 09/09/26) has the following defects:
    o    Reflects the same date of service (07/22/26) as the first Notice of Hearing (file marked 07/22/26).
    o    Item 1 does not reflect the correct title of Petition: Amended Petition to Determine Succession to Primary Residence.
•    Neither proof of mailing on file for the Department of Health Care Services, nor Declaration that notice is not required (see Local Rule 8.17 and PrC§215).
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 10/30/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
 

PR-26-000714 ESTATE OF MAVERICK LAMOUR ARMSTRONG
Hearing on Petition for Letters of Administration continued from 08/06/26:
Prior notes remain.
•    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. Maximum bond would be $301,000.00.
•    Form DE-121 Notice of Petition to Administer Estate not on file.
•    Affidavit of publication not on file. See Local Rule 8.12.
New note:
•    Petition item 5a(6) indicates decedent was survived by no child.  Petition item 8 recites two individuals as “daughter”. Please explain the relationship of these two individuals.
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address these defects.
Need status.
Appearance by counsel required (by VCourt if preferred).

PR-26-000718 ESTATE OF LINDA KAY HUNTLEY
Hearing on Petition for Letters of Administration continued from 08/11/26:
Requested bond of $180,000.00 appears adequate based on estimated value of estate alleged in the petition.
For future filings in this county, please ensure Petition item 8 properly labels the proposed personal representative (Local Rule 8.26 D).
Defects not cured. Prior notes remain:
•    Affidavit of publication not on file. See Local Rule 8.12.
•    Form DE-140, Proposed Order not submitted.
Need status.
Appearance by counsel required (by VCourt if preferred).

PR-24-000558 ESTATE OF HOSSEIN MORAD ZANGANEH
Hearing on PrC§12200 Status Report of Administration:
On 07/15/26, the Court deemed the pleading file-marked 06/24/26, titled Status Report for Hearing Re: Close of Estate, a PrC §12200 Status Report and directed the personal representative to pay the $140.00 balance of the required filing fee.
      o    Report was not verified by the personal representative. Please note: An attorney cannot verify a pleading for a fiduciary. Please see CRC rule 7.103(c).
      o    Need new notice of the 10/15/26 hearing date.
Recommend continuance to 10/15/26 to coincide with previously set Account Review Hearing pursuant to a request filed by Personal Representative’s counsel.
Appearance not required (by VCourt if preferred).

PR-24-000634 AMENDED AND RESTATED DEL AND PAT FARREL FAMILY TRUST
Hearing on Petition for Instructions (Probate Code §17200) filed by Keith Crain and Thomas Anderson:
Notice appears complete.
•    Petition seeks approval of corrective trust distributions but does not appear to provide sufficient evidentiary support.
More time is needed for review. Court will continue this matter to 11/03/26 to coincide with previously set Petition for Removal.
Appearance not required (by VCourt if preferred).
 

PR-24-001042 ESTATE OF LARRY WAYNE HELLER, AKA LARRY W. HELLER
Hearing on First and Final Report of Personal Representatives on Waiver of Account and Petition for its Settlement, for Allowance of Compensation of Personal Representatives for Ordinary Services and Compensation of Attorney for Ordinary and Extraordinary Services, and for Final Distribution:
•    Statement regarding interest bearing accounts omitted [see PrC§1064(a)(5)].
•    Statement regarding family/affiliate relationship omitted [see PrC§1064(a)(4)].
•    Distribution did not include itemized costs totaling $2,451.22 nor did report include a statement that these were paid. Please clarify if costs are being requested and if so, the distribution will need to be corrected in the Petition and Order.
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address these defects.
Recommend continuance to 10/14/26 to coincide with previously set Account Review Hearing to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-25-001092 ESTATE OF JANICE SIMOES, AKA JANICE C. SIMOES, AKA JANICE CAROL SIMOES
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:
Note cured.
Recommend approval of petition as supplemented.
Recommend Discharge Review Hearing 03/25/27 pursuant to Local Rule 8.92.
Recommend court vacate Account Review Hearing 02/03/27.
Appearance not required (by VCourt if preferred).
 

PR-26-000846 ESTATE OF BEVERLY JUNE UNLAND, AKA BEVERLY J. UNLAND
Hearing on Petition to Determine Succession to Primary Residence:
Note cured.
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-26-000848 ESTATE OF ODETTE TORRE
Hearing on Spousal Property Petition:
The following issues with the Petition must be addressed:
•    Attachment 7 alleges that inherited assets were “considered community property by the couple,” without stating whether any transmutation met formalities, and the petition seeks community characterization relief without detailing dates, title form, or tracing for those inheritances.  See Family Code §770.
    o    Attachment 7 does not appear to contain sufficient relevant facts to support allegation that the subject property is community property. See Local Rule 8.98 B.
    o    What funds were used to purchase and/or maintain the property? For example, how were the inherited funds deposited? Were they co-mingled with joint/community funds? etc.
•    Copy of grant deed showing current title was not attached or provided on separate pleading. See Local Rule 8.98B.
•    Attached to the Petition is a pour-over will. The Petition does not provide a copy of the referenced trust instrument. If petitioner seeks relief based upon, or transfer of property to, the trust, please submit a copy of the trust (or relevant excerpts/certification) sufficient to establish the trust's existence, operative provisions, and beneficiary designations.
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 01/07/27 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
 

PR-26-000850 ESTATE OF RENDEL DAVID HOLMES
Hearing on Petition to Determine Succession to Primary Residence:
• The information provided in item 13 is helpful, but it does not provide each petitioner’s specific percentage interest in the real property. This information must be provided purs. to PrC§§13150 et seq. See proposed Order item 9b.
• Petition seeks succession to decedent's 50% interest (1/2 interest) in the residence; however, the requested distribution appears inconsistent. It appears the decedent's 50% interest would pass equally among the three successors, resulting in an undivided 16.667% interest (1/6 interest) to each successor in the property. 
      o    The proposed order submitted 08/13/26 must be corrected to reflect the appropriate percentage of distribution to each heir.
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 10/16/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-26-000862 ESTATE OF MARK PAUL, AKA MARK A. PAUL, AKA MARK ALLEN PAUL
Hearing on Petition for Letters of Administration:
Bond Waiver is on file for intestate heir.
Note cured.
Recommend approval of petition as supplemented.  
Recommend Inventory Review Hearing 03/16/27 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).
 

WEDNESDAY, SEPTEMBER 16, 2026
Department 23
8:30 a.m.

PR-26-000740 ESTATE OF DEREK ANTONIO, AKA DEREK MARTINS
Hearing on Petition for Letters of Administration continued from 08/05/26:
Requested bond of $345,000.00 appears adequate based on estimated value of estate alleged in the petition.
•    Three of the heirs are minors. On 08/05/263, the court directed petitioner to petition for a guardian ad litem. Appointment of Guardian ad Litem not yet on file.
•    Form DE-121 Notice of Petition to Administer Estate file marked 08/06/26:
o    It is not clear if notice was given to the person having legal custody of the minor heirs [CRC 7.51(d)].
Need status of Guardian ad Litem.
Appearance by counsel required (by VCourt if preferred).

Department 22
8:30 a.m.

PR-25-000485 MATTER OF ARMANDO VILLA BUELNA OBRA 93 TRUST
Hearing on Amended Petition (file-marked 03/13/26) for Substituted Judgment to Establish and Fund a Trust; to Set Trustee Bond; to Exonerate Conservator Bond; and to Permit Interim Fees and Additional Investments continued from 09/11/25, 12/03/25, 03/25/26, 05/21/26:
Objection filed – 08/19/26, by appointed counsel.
Appearance by counsel required (by VCourt if preferred).

430620 EVAN M. AULDRIDGE SPECIAL NEEDS TRUST
Account Review Hearing continued from 06/16/26:
Ninth Account and Report of Trustee not on file at time of review.
Recommend court issue Order to Show Cause to Trustee to appear and show cause why surcharge should not be imposed, and/or the Trustee removed, for failure to present Account.
Appearance by Trustee and Trustee’s counsel required (by VCourt if preferred).

444318 MATTER OF ISAAC ORTIZ SPECIAL NEEDS TRUST
(1)    Order to Show Cause issued 06/10/26 to WestAmericaBank:
To appear and show cause for failure to appear at the 06/10/26 hearing and failure to file the Account as directed and why court should not impose surcharge and/ore remove as Trustee.

(2)    Order to Show Cause issued 06/10/26 to M. Armon Cooper, Esq.:
To appear and show cause for failure to appear at the 06/10/26 hearing and failure to file the Account as directed

(3)    Account Review Hearing continued from 01/06/26, 06/10/26:
Ninth Account (Petitioner’s Fourth) and Report of Trustee not on file.

Appearance by Trustee and Trustee’s counsel mandatory (by VCourt if preferred).

PR-18-000520 ESTATE OF MARIA CARMEN RUIZ VDA DE TELLEZ
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 01/20/27 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-23-000887 ESTATE OF EMMANUEL GOMEZ
Account Review Hearing continued from 05/13/26:
Prior Note remains: A Corrected Inventory and Appraisal is not on file and is required: Date of death did not agree with the Order for Probate.
On 05/13/26, 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-23-001083 ESTATE OF CONRAD VALOR
Account Review Hearing:
On 02/20/26, the court discharged the previously-issued Orders to Show Cause, lifted the suspension, and ordered that a Second PrC§12200 Status Report must be filed by today if a Petition for Final Distribution is not on file. Neither is on file.
Recommend court issue Order to Show Cause to the personal representative and the personal representative’s attorney for continued failure to abide by the court’s orders. 
Recommend court admonish counsel that the court may require appearances at every review hearing until close of the estate administration if the personal representative does not start complying with the laws and rules of court.
If counsel fails to appear, recommend suspension of the personal representative from office and referral to the Public Administrator pending hearing on removal purs. to PrC§8502.
Appearance by Administrator and Administrator’s counsel required (by VCourt if preferred).

PR-24-000484 ESTATE OF DONALD F. AYRES
Account Review Hearing continued from 01/27/26, 06/16/26:
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.
On 06/16/26, the court ordered personal representative to file a PrC§12200 Status Report with Notice of Hearing within 30 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-25-000107 ESTATE OF PETER C. LIMPER
Account Review Hearing continued from 06/04/26:
On 06/04/26, 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-25-000158 CRUZ FAMILY TRUST U/A/D NOVEMBER 2, 1995
(1)    Trial Setting Hearing:
On 06/11/26, the Court directed counsel to provide an accounting within 60 days, or court may issue possible sanctions. Court does not wish to set trial without the Accounting on file/served.  
Parties were directed to meet and confer to discuss trial dates within eight to ten months.
Need status.
Hearing required.

(2)    Hearing on Petition: First and Final Account of Trustee (Probate Code 17200(b)(5)); for Reservation of Right to Request Trustee Fees:
Notice appears complete.
For future accountings, please include in the caption all relief sought, i.e. settlement, allowance and approval of the trustee's account. See Cal. Rules of Court, rule 7.102.
If no one appears to object, Recommend approval of petition.
Appearance by counsel required (by VCourt if preferred).

PR-25-000256 RODRIGUEZ 2008 REVOCABLE TRUST
REVIEW IN PROGRESS. PLEASE CHECK BACK.

PR-25-000284 RODRIGUEZ 2008 REVOCABLE TRUST
REVIEW IN PROGRESS. PLEASE CHECK BACK.

PR-25-000287 ESTATE OF AARON PATRICK WALSH
Hearing on Order to Show Cause to the personal representative:
To appear and show cause why sanctions should not be imposed, or the personal representative removed from office, for failure to appear and failure to abide by the court’s order.

Hearing on Order to Show Cause to counsel for the personal representative:
To appear and show cause why sanctions should not be imposed, or the personal representative removed from office, for failure to appear and failure to abide by the court’s order.

Hearing on PrC§12200 Status Report of Administration continued from 04/15/26:
Nothing filed since previous hearing. 
Notice of Hearing was never perfected (see PrC§12201) including creditors (PrC§48) and now the contents of the Report are stale (date of verification was more than six months ago). 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-26-000359 ESTATE OF HARRY TRUMAN DAVIS
Hearing on Petition for Probate of Will and for Letters Testamentary continued from 06/09/26:
Nothing filed since previous hearing. Prior Notes remain:
•    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 court set deadline for defects to be cured or case may be dismissed.
Appearance by counsel required (by VCourt if preferred).

PR-24-001232 ESTATE OF JEFFREY VAUGHN CHASE
Hearing on PrC§12200 Status Report of Administration:
•    Notice of Hearing not yet on file (see PrC§12201).
•    The Report did not specify the time needed for the estate to be closed. See PrC§12201(a).
Recommend continuance to 11/13/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-25-000455 ESTATE OF MELISSA ANN ZEPEDA
Hearing on Report of Administration; Petition for Final Distribution; for Settlement of Estate on Waiver of Accounting; for Approval of Statutory Personal Representative’s Fees; for Approval of Statutory Attorneys’ Fees; for Approval of Costs; for Extraordinary Fees:
• Notice of Proposed Action not on file, with affidavit of mailing attached, as required purs. to Local Rules 8.83 N and 8.100.
• The pleading appears to reflect that the sale proceeds were paid directly into the attorney’s client trust account (final seller’s escrow statement attached to the petition), and that the sole asset on hand to be distributed is cash held in the attorney’s client trust account (description of assets on hand for distribution). It is the Examiner’s understanding that attorney’s client trust accounts do not bear interest; also, this court has determined in other decedent’s estate cases that such a practice is not compliant with Probate Code section 9652, and specifically that all the cash in the estate is not an amount “reasonably necessary for orderly administration of the estate”.
      o    Failure to keep estate cash in interest-bearing accounts in the name of the estate may constitute a breach of fiduciary duty purs. PrC§9600, for which the personal representative may be liable, including interest, purs. to PrC§9601. Please refer to section 1.c. of the Duties and Liabilities, Form DE-147, which the personal representative signed. Submit to court’s determination.
Hearing required.
Appearance by counsel required (by VCourt if preferred).

PR-25-000521 ESTATE OF KARI DEIJA COWAN, AKA KARI DEIJAH COWAN, FKA FRANK MURDOCH COWAN
Hearing on First and Final Account and Report of Personal Representative and Petition for its Settlement for Allowance of Compensation of Personal Representative for Ordinary and Extraordinary Services, and for Final Distribution:
• There is neither a Form DE-174 Allowance or Rejection of Creditor’s Claim nor a release of claim on file for the Claim filed 11/25/25, by SERVHL UNDERLYING TRUST. The document attached to the Accounting as Exhibit E does not appear to constitute a withdrawal or release of claim nor does it reference the Claim. 
      o    Notice of Hearing not on file for claimant (Probate Code §§ 48, 9250, 11640, 11429; CRC 7.401).
• Proposed Order not yet submitted.
Request for extraordinary compensation will be submitted to court for determination once notice is perfected.
Recommend continuance to 10/16/26 to allow time to perfect notice.
Recommend court vacate Account Review Hearing of 01/12/27.
Appearance not required (by VCourt if preferred).
 

PR-26-000863 ESTATE OF ESTHER DINAH CURTIS
Hearing on Petition for Probate of Will and for Letters of Administration with Will Annexed:

Defects in the Petition, Form DE-111, which petitioner must work to correct:
•    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 must include the petitioner (Local Rule 8.26 D).
•    Petition item 8 must include names as they are written in the Will; AKA’s may be used to identify the correct individuals with different legal names, nicknames, or misspellings.
•    Petition item 8 did not identify the Trustee of the Trust identified in decedent’s Will. See Local Rule 8.14A and 8.26.
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address these defects.

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

Appearance by petitioner (self-represented) required. Anyone appearing at this hearing may do so either in person or remotely, by telephone, using VCourt.

PR-26-000869 ESTATE OF JUDITH HARDIE
Hearing on Petition for Letters of Administration:
Affidavit of publication not on file.
Proposed Letters, Form DE-150, not yet submitted.
Recommend continuance to 10/16/26 to allow time to perfect notice.
Appearance not required (by VCourt if preferred).

PR-26-000870 ESTATE OF LINDA ANN MITCHELL, AKA LINDA A. MITCHELL, AKA LINDA MITCHELL
Hearing on Petition for Probate of Will and for Letters Testamentary:
Will is self-proving.  
Recommend approval of petition and admission of Will to probate.
Recommend Inventory Review Hearing 03/16/27 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).

PR-26-000876 ESTATE OF GLORIA VIOLA GLUSHENKO
Hearing on Petition for Probate of Will and for Letters Testamentary:
Will is self-proving.  
•    Need dates of death of all deceased persons listed in petition item 8. Date of death omitted for Matthew Glushenko.
•    Petition item 8 must include names as they are written in the Will; AKA’s may be used to identify the correct individuals.
•    Affidavit of publication not on file. See Local Rule 8.12.
Recommend continuance to 11/06/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-26-000881 ESTATE OF WILLIAM STANLEY GLUSHENKO
Hearing on Petition for Letters of Administration:
•    Petition item 4 was checked (allegation regarding will and IAEA authority), however the petition indicates that the decedent died intestate. Did this decedent have a will?
•     Need dates of death of all deceased persons listed in petition item 8. Date of death omitted for Matthew Glushenko.
•    The second page of Attachment 8 did not allege if the three grandchildren are minors or adults.
•    Affidavit of publication not on file. See Local Rule 8.12.
•    The affirmation on the proposed Letters predates the petitioner’s signature on the petition. New proposed Letters are required.
•    Form DE-140, proposed Order, not yet submitted.
Recommend continuance to 11/06/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

THURSDAY, SEPTEMBER 17, 2026
No decedent's estate or trust matters on calendar.