Probate Notes
Probate Examiner and Probate Notes
Questions regarding fees, forms or status of orders should be directed to the Probate Unit of The Superior Court of California, County of Stanislaus Clerk's Office at 209-530-3100 (option 6/option 4) between the hours of 8:15 a.m. - 3:00 p.m., Monday - Friday.
Probate Examiners, Anne Holsinger and Michelle Warren, may be reached at Probate.Examiner@stanct.org . Telephone calls can be directed to the Probate Unit as set forth above. Emails must have the case identification information and hearing time/date in the subject line. No attachments will be opened. The Probate Examiner can only respond to inquiries regarding the meaning of comments in the notes. Please do not email to notify that documents have been filed, to request a confirmation whether documents have been received, or to request the clearing of notes. No legal or procedural advice may be given by the Probate Examiner in response to your email.
- It is the goal of the Probate Examiner to have Probate Notes posted five (5) calendar days prior to the hearing.
- Defects described in the Probate Notes must be corrected prior to approval of the moving papers.
- If you are filing documents to cure technical defects, they should be filed NO LATER THAN FIVE COURT DAYS before the hearing. Later-filed documents might not be reviewed prior to the hearing and could result in a continuance of your case.
Probate Notes will be updated as needed when late-filed documents are reviewed. Please note: Late-filed documents that do not contain the hearing date in the caption require more time and effort to be matched to the files. This may result in an otherwise avoidable continuance.
Please Note: "Appearance not required (by VCourt if preferred)."
This language indicates that no one is required to appear at the hearing. Probate hearings are open to the public, however, and anyone who wishes to observe a proceeding may do so. Appearances in most cases may be made in person or remotely, by telephone, using VCourt. For more information on how to appear by VCourt, please see the section "Remote Telephonic Hearings" on the home page of this website.
Public Notices
POSTED JANUARY 6, 2026
Local Rules of Superior Court of California, County of Stanislaus, revisions effective January 1, 2026, are now available for download.
UPDATED SEPTEMBER 18, 2025; POSTED MARCH 5, 2025
Inventory and Appraisals: An Inventory and Appraisal must be filed in all decedent's estates, conservatorship, and guardianship matters by a date certain pursuant to statute. If the estate has no assets at all as of the date of the appraisal (e.g., the date of decedent's death, or the date of appointment), an Inventory and Appraisal is still required and failure to file the form even when the estate has no value will very likely result in a required court appearance. For more information, those interested are invited to review the California Probate Referee Guide published by the California Probate Referee's Association, which is available for download online.
If more time is needed to marshal the assets, please see California Probate Code section 8800(b) and (c). Failure to file the Inventory and Appraisal by the statutory deadline, or obtain an extension of time, may result in penalties.
If the Inventory and Appraisal has been submitted to the probate referee but not filed prior to the Inventory Review date, the Personal Representative, or their retained counsel, may file a declaration attesting to these facts and provide an anticipated timeframe for filing. The Court may, in its discretion, continue the Inventory Review hearing without required appearances.
POSTED JULY 15, 2025
Probate customers may view the documents in the court's files online by accessing the Case Search Portal on the court's website. Access to view confidential documents remains restricted.
POSTED DECEMBER 16, 2024
Please visit the new Probate Examiner's Corner section of the Probate Division webpage where you will find news, reminders, and guides!
POSTED SEPTEMBER 29, 2022, UPDATED 12/02/22
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Please help expand the list of qualified counsel willing to accept appointment in Probate matters, as either court-appointed counsel in Conservatorships pursuant to PrC§1471, Guardians ad litem, successor personal representatives in decedents' estates, and successor trustees.
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For appointment as counsel in a Conservatorship, please see the list of qualifications and requirements found in California Rule of Court 7.1103 and 7.1105.
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Review forms PR004, PR005, and GC-010 available for download on the Common Forms & Packets page here: https://www.stanislaus.courts.ca.gov/forms-filing/common-forms-packets for more information. Remit your completed forms to the Superior Court.
Probate Notes
THURSDAY, JULY 09, 2026
Department 23
8:30 a.m.
PR-23-001096 ESTATE OF JONATHAN DAVID BALINSON, AKA JONATHAN D. BALISON, JON BALINSON
Discharge Review Hearing:
Petition for Approval of Distribution of Closing Reserve has been filed and set for hearing on 08/11/26.
Hearing of 08/11/26 will be confirmed.
Appearance not 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-18-000116 ESTATE OF GUADALUPE A. OROZCO, AKA LUPE OROZCO
1. Hearing on Petition for Surcharge and Sanctions Against Samuel Orozco, et al., and Reimbursement to Rebecca Orozco for Estate Attorney Services Paid continued from 01/13/26, 05/05/26, 06/23/26:
Notice has been perfected.
• On 05/05/26, the court ordered petitioner, Rebecca Orozco, to choose one of her three (3) nearly identical “Supplements” filed on 01/08/26, 01/12/26, 01/21/26, serve it, and thereafter file a proof of service with the exact pleading title AS WELL AS the file-mark date of the Supplement of which parties were served copies, or the court would not consider the Supplement. As of 06/18/26, the petitioner has not filed complied. The Notice of Hearing file-marked 06/08/26 does not include the file-mark date of the Supplement, so the court cannot know which of the three (3) nearly identical supplements was served on the parties. Recommend court not consider any of the three supplements, finding that they are ex parte.
o Instead, the petitioner filed a fourth Supplement, on 07/06/26, with proof of service attached. Exhibit C of the 07/06/26 Supplement is illegible.
• Proposed Order submitted 01/12/26 did not include court’s finding regarding notice. See PrC§1260.
Opposition filed – 12/23/25, by Samuel Orozco, Sr., Paul Orozco, Samuel Orozco, Jr., and Jeremy Orozco.
Request for Judicial Notice filed – 12/23/25.
Response to Opposition filed – 01/06/26, by petitioner, Rebecca Orozco.
• Proof of service of Response is not on file.
2. Hearing on Petition for 1) Approval of Second and Final Account and Report of Personal Representative; 2) Approval of Payment of Statutory Compensation to Personal Representative and Counsel; 3) Approval of Payment of Extraordinary Compensation to Personal Representative and Counsel; 4) Approval of Reimbursement to Personal Representative and Counsel for Costs; 5) Instructions and Orders on Payment of Fees Based on Court’s Prior Orders; 6) Instructions and Orders on Payment of Outstanding Legal Fees by Prior Counsels; 7) Instructions and Order on Reimbursement to Rebecca Orozco for Costs; 8) Instructions and Order on Surcharge to Samuel Orozco (or, Alternatively, Against All Adversarial Beneficiaries); 9) Approval of Withholding of $2,500 for Reserve; 10) Settlement of Estate and Order for Final Distribution; 11) Order on Release of Funds from Blocked Account; 12) Order Approving Payment of Receivables; and 13) Discharge of Personal Representative and Exoneration of Bond Upon Filing of Receipts and Application for Discharge continued from 06/23/26:
a. PROBATE NOTES AS TO PETITION:
i. Notice
• Notice of Hearing did not contain the complete correct title of the pleading per PrC§11000(b); CRC rule 7.50; and Local Rule 8.83L; notice must be re-done.
• Notice of Hearing not on file for additional prior counsel for the personal representative: Broderick Legal Group. See CRC rule 7.704(b).
ii. Accounting:
• Attached as the last page of the Accounting (page 201 of 341) is a Schedule titled “Receivables Due Estate”. Said Schedule was not included in the Summary of Account. The only item listed is described as “Paul Orozco – per court ruling made on 7/22/22”. What mechanism does the personal representative propose for approval of a “receivable” now, at the close of this estate? Did the personal representative pursue enforcement procedures to collect?
• “Outstanding fee orders” as reported in petition paragraph 23 would appear to be liabilities of the estate and ought to have been included in a Schedule of the Accounting.
o Please confirm if the estate has paid the three AFC awards of $4,476.23 each as ordered per the Court’s Ruling issued 07/22/22, as they were not included elsewhere in the pleading? See Exhibit H.
• Please elaborate on the Chase account not previously reported in the prior account included in the “Schedule of Additional Assets Received” (page 181 of 341). Was the Chase account ending 9650 an account belonging to the decedent that was not inventoried, or was it an estate account that was not included in the Schedule of Property on Hand at End of Account from the Amended First Account Current file-marked 07/19/23? If the latter, please review the First Account Current and investigate how that account was reflected as balancing even though the Property on Hand was, perhaps, short by $25,054.52.
• Schedule of Disbursements (starting page 195 of 341) did not include payment of bond premiums. Have bond premiums been paid?
iii. Petition:
• Petition paragraph 5.d. does not appear to comply with PrC§9202(b) (“is or has previously been confined”). See also PrC§216, Local Rule 8.83 F.
• Petition paragraph 19 did not include a statement regarding interest bearing accounts [see PrC§1064(a)(5)].
• Please provide additional information as to Petition paragraph 27 (surcharge request). What is Paul’s last name? How did petitioner calculate the proposed surcharge amount? Recommend court require an itemized loss calculation as to request for surcharge of Sam Orozco Sr., and/or all “adversarial beneficiaries”.
• It appears that the personal representative reimbursed himself and his family members from estate funds without the court’s prior approval; it does not appear that the personal representative had authority for these reimbursements. Please provide a separate schedule for reimbursements and copies of supporting documentation, e.g.: invoices noted as paid, receipts, statements, or as a last resort – copies of financial account statements with all but the last four digits of the account number redacted purs. to California Rule of Court. [Ref: Schedule of Disbursements as well as Exhibit K (personal representative’s Declaration)].
o One of the reimbursements ($3,844.50 on 10/29/25) was to Rebecca Orozco for funeral expenses (page 195 of 341). Funeral expenses are considered a “claim” on the estate pursuant to PrC§9000 and subject to Creditor’s Claims procedure for reimbursement. Did the personal representative receive a late Creditor’s Claim?
• Personal representative’s request for statutory compensation is inconsistently pled: $18,598.51 (petition paragraph 22.a.) or $18,464.77 (prayer paragraph 7). This Probate Examiner notes the former agrees with the court’s online calculator found on the court’s website.
• Personal representative’s request for extraordinary compensation is inconsistently pled: “not less than $36,000” (petition paragraph 22.b.) or “no less than $48,000” (prayer paragraph 8).
• Personal representative’s request for reimbursement is inconsistently pled: “$63,535.49” (petition paragraph 22.c.) or “$18,464.77” (prayer paragraph 9).
• As reflected in the petition paragraph 2c, the court on 04/18/23 ordered the personal representative to deposit all funds save for $20,000.00 into a blocked account. A receipt was filed on 07/21/23 indicating that funds of over $150,000.00 were deposited into blocked account ending 8775 at Chase Bank. The accounting reflects that there are or were multiple other accounts opened besides the blocked account and the account holding $20,000.00 (protected by bond): 2220, 1424, 9650. Were two of those three accounts also blocked (one of the three presumably being the account protected by bond)? According to Exhibit T (copies of account statements as of the end of the account period), the latter two accounts are in the name of the Trust and not this estate – why is that?
• Petition paragraph 28 (assets on hand for distribution) misstates the amount of cash on hand as reflected in the Schedule of Property on Hand at End of Account (Exhibit H, page 199 of 341) as well as the end date of the account period.
• Petition prays for the court’s approval of reimbursement to Rebecca Orozco, but that request was not specifically pled in the petition; rather, the petition refers to the separately-filed petition by Rebecca Orozco for reimbursement. Recommend court rule separately on the Petition filed by Rebecca Orozco, and, if the court were to approve this petition by the personal representative, specifically deny the petition as to reimbursement of Rebecca Orozco.
iv. Exhibits:
• Exhibit N was out of sequential order, which complicated review of this pleading.
• Need verified Declaration(s) purs. to CRC rule 7.703 for requests for attorney fees from other attorneys or law offices (Broderick Legal Group).
• Exhibit K (personal representative’s Declaration):
o Seeks court’s approval of reimbursement of, at different points, “costs” and “fees”. The Declaration alleges that the total “costs” advanced by the personal representative are in the table that followed, however, Supporting Schedule 3.1 (page 152 of 341) attached to the petition reflects that the personal representative reimbursed himself for additional estate expenses that were not included in Exhibit K. Please prepare a verified Declaration of all the administrative costs, expenses, and legal fees advanced by the personal representative and including those that were subsequently reimbursed by him from estate funds.
o Please provide copies of invoices from law offices for legal fees paid by the personal representative from his personal funds for which he seeks reimbursement (total $63,535.49).
• Exhibit N (Buchalter’s Declaration regarding counsel’s extraordinary fees):
o The signature page is upside down and found between exhibits attached to the Declaration.
o Paralegals’ hourly rates exceed this county’s norms.
• Exhibit P (Chase’s Declaration regarding (Boutin) counsel’s extraordinary fees):
o Schedule A was not attached (breakdown of time spent).
o Paralegals’ hourly rates exceed this county’s norms.
v. Submit to court’s determination (once defects are cured):
1. Personal representative’s extraordinary compensation and reimbursement of costs purs. CRC rule 7.703(b): Exhibit K (page 272 of 341) does not contain a specific itemization of extraordinary hours worked, but, as is explained in the Declaration, does appear to contain all other requirements of the rule of court. Seeking either $36,000.00 or $48,000.00 for fees (inconsistency Noted above) and $63,535.49 as reimbursement of legal costs paid to attorneys (see Note above regarding lack of supporting documentation for the latter).
2. Counsel (Buchalter) request for extraordinary compensation and reimbursement of costs purs. CRC rule 7.703(b): Exhibit N (page 212 of 341), for $100,030.50 in fees for counsel, $3,980.00 in fees for paralegals (see Note, rate exceeds county norms), and $8,338.02 for extraordinary costs.
3. Counsel (Ogden) request for extraordinary compensation purs. CRC rule 7.703(b) previously deferred on 06/28/24: Exhibit O (page 287 of 341), for $1,080.00 in fees for counsel, $345.00 in fees for paralegals.
4. Counsel (Boutin Jones) request for extraordinary compensation and reimbursement of costs purs. CRC rule 7.703(b): Exhibits P and Q (page 299 of 341); Examiner cannot provide a specific breakdown of attorney and paralegal fees and costs as pages were missing (see Notes above).
5. Request for direction to pay extraordinary compensation to counsel Broderick Legal group in the absence of a verified Declaration from counsel pursuant to CRC rule 7.703(b).
b. PROBATE NOTES AS TO Objection, filed 06/15/26, by Samuel Orozco, Sr., Paul Orozco, Samuel Orozco, Jr., and Jeremy Orozco:
Objection is not specifically as to any single prayer, but rather as to submission of all the prayers together in one pleading: Once notice is perfected, recommend court consider making a finding as to the appropriateness of the personal representative presenting an “omnibus” (so characterized by the objectors) pleading including an account, report, petition for approval of both, for statutory and extraordinary compensation to fiduciary and his attorney, and for final distribution, together with a petition for surcharge (“fee-sharing”) of the objectors/heirs and petition for authorization to reimburse another heir. If the court were to find the presentation of a single pleading incorporating multiple prayers for relief appropriate, recommend court then set a deadline for the objectors to file whatever supplemental or amended objections as referenced in the body of the Objection, or such objections will be waived.
c. POTENTIAL TRIAL ISSUES:
i. Petition for Instructions for Surcharge of Sam Orozco or, in the alternative, other heirs for proposed amount in the range of $55,000.00 to $65,000.00.
ii. Determination of Outstanding (attorney) Statutory Fees and Extraordinary Fees (and possible reduction).
Recommend continuance of Final Account, etc., filed by personal representative, to 10/07/26 to allow time to cure defects, perfect notice; recommend continuance of Petition for Surcharge and Reimbursement, etc., filed by Rebecca Orozco, to 10/07/26 to coincide, for judicial economy.
No appearance required (by VCourt if preferred).
PR-25-001148 JOHN AND LUPE OROZCO FAMILY TRUST
Hearing on Petition for Instructions and for Approval of Reimbursement of Attorney’s Fees and Costs from Trust Principal; Request for Offsets, Discretionary Allocation of Taxable Costs, Accounting-Coordination Directive, and Ancillary Relief (filed by Samuel R. Orozco, Co-Trustee) continued from 02/25/26, 04/15/26, 05/05/26, 06/23/26:
Objection filed – 06/09/263 (by Henry Orozco)
Reply to Opposition filed – 06/12/26 (by Samuel R. Orozco)
Prior defects cured by supplement.
Request that court take Judicial Notice of related case PR-18-000116 will be submitted to Judge for determination.
Recommend continuance to 10/07/26 to coincide with related case, for judicial economy.
Appearances not required (by VCourt if preferred).
PR-24-001042 ESTATE OF LARRY WAYNE HELLER, AKA LARRY W. HELLER
Account Review Hearing continued from 03/04/26:
On 01/08/26 court ordered the personal representatives 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 representatives and their 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 Administrators and Administrators’ counsel required (by VCourt if preferred).
PR-24-001090 ESTATE OF LIDIA YVETTE AHUMADA, AKA LIDIA IVETTE AHUMADA
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 11/17/26 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-24-001111 ESTATE OF SUSAN MICHELLE COOK
Hearing on Order to Show Cause issued 02/25/26 to Administrator:
To appear and show cause why the court should not surcharge and/or remove the Administrator from office for failure to appear on 10/29/25 and 02/25/26, and for failure to perform any act as personal representative of this decedent’s estate, pursuant to PrC§§8804(b), 8502.
Failure to appear at this hearing may result in removal of Administrator from office, sanctions or surcharge, and appointment of a Special Administrator.
On 02/25/26, the court suspended Administrator purs. to PrC§8500(b).
Inventory Review Hearing continued from 10/29/25, 02/25/26:
Prior Notes Remain:
A Status Report of Administration pursuant to Probate Code section 12200 is now due.
Letters were issued 01/31/25. Inventory and Appraisal was due 06/02/25. The Final Inventory and Appraisal is not on file. See Local Rule 8.41 B, Probate Code section 8800 et seq.
On 02/25/26, the court referred this matter to the Public Administrator for possible appointment as successor purs. PrC§7621. The court may appoint the Public Administrator today as Special Administrator pending a petition for appointment of successor, if appropriate, purs. PrC§8540.
• Declaration file-marked 07/07/26 by Public Administrator; no proof of service was attached or filed separately; Declaration therefore appears to be ex parte communication.
Appearance by suspended Administrator (self-represented) mandatory; by Public Administrator and County Counsel required (by VCourt if preferred).
PR-24-001160 ESTATE OF VIEVA LAVERNE THORNTON
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 11/03/26 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-25-000073 ESTATE OF ROLF BUCHELI
Account Review Hearing:
Prior Note remains: The Final Inventory and Appraisal included anticipated recovery from pending litigation. Such an asset must be appraised by the Probate Referee and not the personal representative. See PrC§§8901 et seq. A Corrected Inventory and Appraisal appeared required. Not on file.
New Notes:
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 11/10/26 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-25-000195 ESTATE OF ROGER DALE KNIGHT
Account Review Hearing:
Hearing will be dropped; a contested petition to approve final accounting was continued from 06/17/26 to 09/17/26.
No appearances.
PR-25-000283 ESTATE OF MARY ANN MORSE
Account Review Hearing:
A Petition for Final Distribution has been filed and set for hearing 08/26/26.
Hearing of 08/26/26 will be confirmed.
Appearance not required (by VCourt if preferred).
PR-25-000288 ESTATE OF PATRICK CHARLES SAMUEL CRAWFURD
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 11/03/26 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-26-000054 ESTATE OF MARY LOUISE DOMINGUEZ
Hearing on Petition for Letters of Administration continued from 02/25/26:
Petitioner does not appear to have priority of appointment, nor is Petitioner a nominee of a person with priority (Probate Code sections 8461, 8465). A person with priority does not appear to have filed a competing petition.
Nothing filed since last hearing. Prior notes remain:
The following defects must be addressed in the Petition (Form DE-111):
• Caption box check marked “Lost” box. This pertains to a Will. The rest of the petition indicates the decedent died intestate (without a Will).
• Item 2b (name of administrator) omitted the middle name. Throughout the petition, this name is reflected as “Maria Isabel Maldonado.”
• Item 3d (estimated estate value) does not appear to be correct. The amounts do not appear to be calculated correctly.
• Item 3(e)(2) was checked (all heirs waived bond and Will does not require bond); however, Waivers of bond are not on file. Examiner notes, this does not appear to be the correct selection as the petition alleges there is no Will.
• Item 3(g)(1)(b) is checked (executor). Petition alleges there is no Will and is seeking appointment of Administrator. Please check the appropriate box in 3(g)(2).
• Item 3(g)(4) is checked; however, this is not a petition for successor personal representative. There is no former personal representative in this case.
• Item 5a(3) or (4) incomplete (existence of registered domestic partner).
• Item 8 did not include the proposed personal representative (Local Rule 8.26 D).
• Item 8 did not include the name and date of death of decedent’s predeceased spouse.
• Item 8 must include the relationships to decedent and the ages of all those listed.
• Item 8 did not include the complete addresses for all those listed.
See California Rules of Court rules 7.3 and 7.53 regarding the types of forms that may be used to address these defects.
Petitioners may consider supplementing petition to provide the missing information.
Judicial Council forms are available for download here: https://www.stanislaus.courts.ca.gov/forms-filing/common-forms-packets
Declarations may be written on Judicial Council Form MC-030 Declaration or on pleading paper.
Proof of Service is Form POS-030.
The following defects must be addressed in the Court’s file:
• 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.
• Form DE-140, Proposed Order, not submitted.
• Form DE-150, Letters, not submitted.
• 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. Minimum bond would be $20,000.00 pursuant to Local Rule 8.33. Maximum bond is unable to be determined until Petition Item 3(d) is corrected.
Consider visiting the California Courts Self Help page at https://selfhelp.courts.ca.gov/probate and downloading forms from https://www.courts.ca.gov/forms.htm
Appearance by petitioner (self-represented) required (Anyone appearing may do so in person, or remotely, by telephone, using VCourt).
PR-26-000061 ESTATE OF CLAUDIO M. SILVA
Hearing on Petition for Letters of Administration (filed by Vania Silva) continued from 02/26/26:
Objection filed – 04/17/26, by Ramiel Silva. Objection includes request for relief of appointing the Objector as Administrator.
• A competing petition for probate has not been filed. The Judicial Council of California adopted Form DE-111, Petition for Probate, as the mandatory form for that purpose.
Response to Objection filed – 06/16/26, by Vania Silva.
Appearance by petitioner’s counsel and objector (self-represented) required (by VCourt if preferred).
PR-23-000109 MATTER OF THE LEO LANDUCCI AND PATRICIA LANDUCCI REVOCABLE LIVING TRUST OF 2007
Hearing on Motion for Award of Attorneys’ Fees and Costs:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…
PR-24-000579 ESTATE OF JAMES EDWIN McGUY
Hearing on PrC§12200 Status Report of Administration:
Report paragraph 1 alleges the decedent was a resident of Merced County at the time of his death, which does not agree with either the original probate petition or the order appointing administrator.
Report does not specify the time necessary for closing the estate.
Recommend court allow estate to remain open and reset the Account Review Hearing of 08/19/26 to 01/14/2027.
Appearance not required (by VCourt if preferred).
PR-25-000474 ESTATE OF ALBERTA TRACY
Hearing on First and Final Report of Administrator on Waiver of Account and Petition for Allowance of Statutory Compensation to Attorney and for Final Distribution:
Objection filed – 05/19/26 by Probate Advance LLC.
• Caption of Petition (Alberta Lee Tracy) does not mirror prior documents (Alberta Tracy).
• Please note the case number is PR-25-000474 and ensure all documents reflect the preceding letters “PR”.
• Waivers of Accounting do not bear notary’s acknowledgement and must be filed separately rather than attached to any pleadings. (See Local Rule 8.69).
• List and description of the costs of administration was omitted (see Local Rules 8.69, 8.83K).
• Please provide a Schedule for Distribution. See Local Rule 8.65.
• It appears that there is insufficient liquidity in the estate to pay attorney’s compensation and costs. Please clarify how fees will be paid.
• It appears that there is insufficient liquidity in the estate to distribute cash to assignees. Please clarify how fees will be paid.
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address these defects.
Appearances by petitioner’s counsel and objector’s counsel required (by VCourt if preferred).
PR-25-000491 ESTATE OF JON DAVID BROST
Hearing on First and Final Report of Administrator on Waiver of Account and Petition for Allowance of Compensation to Attorney for Ordinary Services and for Final Distribution:
Recommend approval of Report and Petition.
Recommend Discharge Review Hearing 01/27/27 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
PR-26-000445 ESTATE OF DENNIS LAMAR SHIVER
Special Letters expire today unless extended.
Hearing on Petition for Probate of Will and for Letters Testamentary:
• Will is not self-proving per Local Rule 8.23. Proof of Subscribing Witness (Form DE-131) not on file.
o Informationally, not as a defect: this Probate Examiner’s review of the decedent’s will reflects that the will does not include a provision devising his real property, only personal property. Some of the estate may be subject to escheat if no intestate heir can be found. See PrC§§6800 et seq and §§11700 et seq.
• Petition item 3g was left blank (appointment of personal representative).
• Petition item 6 was left blank (to be completed when decedent is not survived by issue).
• Petition item 8 must include the relationship between the petitioner and the decedent, if any, other than as executor/beneficiary.
• Petition item 8 did not include the decedent’s predeceased spouse.
• Petition item 8 did not identify any intestate heirs or kin of the decedent. Please see item 6, Probate Code section 6402, and Local Rule 8.14 A.
• Forms DE-140 and DE-150, Proposed Order and Letters, not submitted.
Submitted to court for determination: whether to order on the court’s own motion that petitioner conduct an heir search to identify and locate the decedent’s surviving intestate heirs to the nearest degree of kinship pursuant to PrC§6402. Petitioner has identified no biological relatives of the decedent. Petitioner has identified a former stepchild (presumably the issue of the decedent’s late spouse, although that relationship was not specifically alleged in the petition) but not that person’s location; no notice on file for that person.
Recommend court order the petitioner to give mailed notice pursuant to PrC§8110 to the Public Administrator, Brandon Balcom, and County Counsel, Thomas Boze as the petitioner has identified no biological relatives of the decedent, and it appears possible that some of the property belonging to the estate may be subject to escheat.
Hearing required on notice issues for court to determine.
Appearance by petitioner’s counsel required (by VCourt if preferred).
PR-26-000446 ESTATE OF JAMES ABBOTT FERRELL, JR., AKA JAMES A. FERRELL, JR. AND JAMES FERRELL
Hearing on Petition for Letters of Administration:
Waivers of Bond on file for all intestate heirs
Recommend approval of petition as supplemented.
Recommend Inventory Review Hearing 01/07/27 pursuant to Local Rule 8.41B.
Appearance not required (by VCourt if preferred).
PR-26-000516 JON M. LAWRENCE LIVING TRUST
Hearing on Petition for Order Determining Trust’s Title to Real Property (PrC § 850, 17200):
If no one appears to object, Recommend approval of petition.
• Need new order. Legal description and assessor’s parcel number was omitted.
Appearance not required (by VCourt if preferred).
PR-26-000552 ESTATE OF BONNIE LEE WISE
(1) Hearing on Petition for Letters of Administration (filed by Michele Wise):
• Examiner notes your documents were submitted reflecting 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. Please ensure future filings indicate the correct address.
• The real property listed on petition for appointment of personal representative is the same property at issue in spousal property petition; therefore, full probate appears unnecessary.
The following defects must be addressed in the Petition (Form DE-111):
• Petition item 1 requested publication in a newspaper (Ceres Courier) that has not been determined to be of general circulation for the city where decedent resided at the time of her passing. Please see list of Stanislaus County newspapers on the court’s website here: https://www.stanislaus.courts.ca.gov/divisions/probate/newspapers
• Item 3(g)(3) is checked (special administrator); however, this is not a petition for letters of special administration.
• Item 5a(3) or (4) incomplete (existence of registered domestic partner).
• Item 5a(7) or (8) incomplete (existence of predeceased child).
• Item 8 did not include the proposed personal representative (Local Rule 8.26 D).
• Attachment 3(g)(2)(b) purports to be a nomination of the personal representative; however, it was not signed by heirs with priority. This attachment was improperly labeled “Attachment 3(g)(1)(c).”
See California Rules of Court rules 7.3 and 7.53 regarding the types of forms that may be used to address these defects.
Petitioners may consider supplementing petition to provide the missing information.
Judicial Council forms are available for download here: https://www.stanislaus.courts.ca.gov/forms-filing/common-forms-packets
Declarations may be written on Judicial Council Form MC-030 Declaration or on pleading paper.
Proof of Service is Form POS-030.
The following defects must be addressed in the Court’s file:
• Form DE-147 Duties and Liabilities not on file.
• Form DE-121 Notice of Petition to Administer Estate not on file.
• Form DE-140, Proposed Order, not submitted.
• Form DE-150, Letters, not submitted.
• Affidavit of publication file marked 06/22/26:
o Reflects notice was published in a newspaper that has not been determined to be of general circulation in the city where decedent resided at time of death (Modesto) (Probate Code § 8121). Republication is required in the appropriate newspaper.
o Reflects the notice did not include petitioner’s request for IAEA authority. See PrC§8100.
o Republication is required in the appropriate newspaper and will not be reimbursable.
Please see court’s website: https://www.stanislaus.courts.ca.gov/divisions/probate/newspapers
Consider visiting the California Courts Self Help page at https://selfhelp.courts.ca.gov/probate and downloading forms from https://www.courts.ca.gov/forms.htm
(2) Hearing on Spousal Property Petition (filed by Randy Breault):
• Item 1a is checked (property passing) and does not appear to agree with item 7b and Attachment 7b which requests the Court confirm ownership.
• Attachment 7 was not attached (sufficient relevant facts to support allegation that the subject properties are community property). See Local Rule 8.98 B.
• Attachment 7b includes petitioner’s allegation that the petitioner and the decedent may have considered and treated the real property as though it were community property, but Attachment 7b appears to demonstrate that the real property was decedent’s separate property (by inheritance) and both decedent and the petitioner were aware of that fact. The rest of the file reflects that it is petitioner’s intent to have the court determine that the property pass to petitioner pursuant to PrC§§6401 and 13500 et seq. Please clarify.
• Please provide copies of death certificate to establish dates of death and survivorship. (PrC § 13500).
• Copy of grant deed showing current title was not attached or provided on separate pleading. See Local Rule 8.98B. (Copies were attached to the Petition for Probate, but not to the Spousal Petition, which is required).
• Notice of Hearing, Form DE-120, not on file. (PrC§§13655, 1220).
• Need Order. Proposed Order, Form DE-226, not yet submitted.
See California Rules of Court rules 7.3 and 7.53 regarding the types of forms that may be used to address these defects.
Petitioners may consider supplementing petition to provide the missing information.
Judicial Council forms are available for download here: https://www.stanislaus.courts.ca.gov/forms-filing/common-forms-packets
Declarations may be written on Judicial Council Form MC-030 Declaration or on pleading paper.
Proof of Service is Form POS-030.
Consider visiting the California Courts Self Help page at https://selfhelp.courts.ca.gov/probate/simple-transfer and downloading forms from https://www.courts.ca.gov/forms.htm
Appearance by petitioners (self-represented) required (Anyone appearing may do so in person, or remotely, by telephone, using VCourt).
PR-26-000554 ESTATE OF DAVID SCHORTNER
Hearing on Petition for Letters of Administration:
Recommend approval of petition.
Recommend Inventory Review Hearing 01/13/27 pursuant to Local Rule 8.41B.
Appearance not required (by VCourt if preferred).
FRIDAY, JULY 10, 2026
Department 22
8:30 a.m.
PR-24-000480 ESTATE OF GLADYS MAE WOODS
Hearing on Amended (file marked 04/16/26) PrC§12200 Status Report of Administration continued from 04/21/26 and reset on court’s own motion from 06/26/26:
On 04/21/26, court ordered personal representative to perfect notice pursuant to PrC§12201 before the next hearing or surcharge may be imposed.
Notice of hearing is on file and defective:
o Item 2, page 2, is incomplete (address of person serving).
o It appears one of the heir’s estate was served (estate of Angela Woods) rather than the duly appointed personal representative of the estate.
The report has not identified who is entitled to notice on the estate’s behalf.
The personal representative has filed another status report (file marked 07/08/26) and a hearing was set for 08/26/26.
Recommend court confirm 08/26/26 hearing.
Recommend court order personal representative to give Notice of Hearing of the 08/26/26 hearing pursuant to PrC§12201.
Appearance by personal representative and personal representative’s counsel required (by VCourt if preferred).
PR-24-001068 ESTATE MILDRED JANICE BRYSON-DAVIS
Hearing on Report and Waiver of Accounting of Estate Representative and Petition for Order Settling Report; Directing Final Distribution; Allowing Statutory Compensation and Granting Other Relief continued from 01/21/26, 03/25/26, 05/08/26:
New note:
• Need new order. Proposed order submitted 06/16/26 has the following defects:
o Caption of order does not identify all the relief sought in the Petition.
o Paragraphs 1, 2, 3, 4, page 1, do not reflect the correct title of the petition.
o Paragraph 4, page 1, reflects the incorrect hearing date.
o Third Supplement to petition (file marked 06/16/26) recites distribution to the trustee in the amount of $278,422.31. The Order recites distribution of $278,422.76.
Recommend approval of petition as supplemented.
Recommend Discharge Review Hearing 01/28/27 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
PR-24-001246 ESTATE OF WILHELMINA ANN SOUZA AKA WILHELMINA A. SOUZA
Trial Setting Hearing:
On 03/27/26 and 04/17/26, the Court ordered counsel to meet and confer to discuss mandatory settlement conference and trial dates in advance of the hearing. A stipulation may be submitted regarding settlement and trial dates.
Nothing filed since last hearing.
Appearances required (by VCourt if preferred).
PR-25-000351 ESTATE OF CAROL ANN COCKRELL
Hearing on Petition for First and Final Report of Administration, Waiver of Accounting, Waiver of Administrator’s Statutory Fees and Allowance of Attorney Statutory Fees and Reimbursement of Costs and Petition to Close Probate Estate continued from 04/21/26:
Prior Notes have been cured.
Recommend approval of Petition and Report.
Recommend Discharge Review Hearing 01/27/2027 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
PR-25-000610 ESTATE OF CHARLES LOUIS FREITAS
Hearing on First and Final Account and Report of Executor and Petition for its Settlement, and Petition for Final Distribution, for Allowance of Compensation to Executor and Attorney for Ordinary Services continued from 05/21/26:
Recommend approval of petition as supplemented.
Recommend Discharge Review Hearing 01/28/27 pursuant to Local Rule 8.92.
Recommend court vacate previously set 10/27/26 Account Review Hearing.
Appearance not required (by VCourt if preferred).
PR-26-000021 ESTATE OF JOHN DALE CHURCH, AKA DALE CHURCH
Hearing on Amended Petition (file-marked 02/17/26) for Letters of Administration continued from 02/18/26, 04/17/26:
Nothing filed since previous hearing. Prior Notes remain:
• Any / all attachments to the amended petition were omitted. Item 9 of the petition indicates there ought to be five pages attached.
• A new Notice of Petition to Administer Estate is necessary pursuant to CRC 7.53(a) as an Amended Petition was filed.
Note for the future, not a defect in this instance: Petition item 8 included second generation heirs but not the deceased ancestor through which they take (please see Local Rule 8.26 E). A Family Tree was filed separately, which is helpful and may arguably “cure” this Note, but in the future please comply with the Local Rule by including the deceased ancestor in item 8.
Recommend court set deadline for defects to be cured or case may be dismissed.
Appearance by County Counsel required (by VCourt if preferred).
PR-26-000117 MATTER OF BEUVING FAMILY TRUST
Hearing on Petition for Instructions, Modification of Trust continued from 04/22/26:
Prior Notes have been cured.
Recommend court make the findings sought in the petition as supplemented.
Recommend approval of the petition as supplemented.
Need new proposed Order; proposed Order submitted 04/23/26:
• Nothing in the proposed Order is phrased as a finding. Proposed Order items 1, 2, and 3 are findings the court must make and should be so worded.
• Please rephrase order items 4 and 5:
o “The court hereby orders: The Beuving Family Trust dated January 19, 2012, is modified as follows:
+ The Barbara L. Beuving Family Trust (Trust B) is hereby terminated its entirety and all assets are ordered distributed to Sheridan Beuving, Trustee of The Beuving Family Trust, dated January 19, 2012; and
+ The Marital Elective Income Trust (Trust C) is hereby terminated its entirety and all assets are ordered distributed to Sheridan Beuving, Trustee of The Beuving Family Trust, dated January 19, 2012.”
Appearance not required (by VCourt if preferred).
PR-26-000197 ESTATE OF DENNIS L. WASSON
Hearing on Spousal Property Petition continued from 04/16/26:
Prior Notes have been cured.
If no one appears to object, recommend approval of the petition.
• Need proposed Order.
Appearance not required (by VCourt if preferred).
PR-26-000278 ESTATE OF ROBERT BENNETT, AKA ROBERT CECIL BENNETT
Hearing on Petition for Probate of Lost Will and for Letters Testamentary continued from 05/21/26:
Nothing filed since last hearing. Prior notes remain:
• Petition item 8 did not properly label the proposed personal representative (Local Rule 8.26 D).
• Will waives bond for personal representative, however personal representative resides out of state. See PrC§8571.
o Waivers of bond [Form DE-142/DE-111(A-3e)] not on file. Bond may be required.
• Proposed Order does not have the word “Lost” inserted in item 2c(2) (admission of Will), nor are the terms of the Lost Will attached to the proposed Order.
• Letters, Form DE-150, not yet submitted.
Please be prepared to inform the court if there are any known California creditors or liabilities of the estate either by declaration or by personal appearance.
Appearance required (by VCourt if preferred).
MONDAY, JULY 13, 2026
Department 24
8:30 a.m.
PR-24-000898 ESTATE OF GEORGIA RUTH GAMA
Settlement Conference advanced from 07/20/26 per stipulation:
Appearances mandatory.
Any person wishing to appear remotely must obtain the court’s permission to appear via VCourt by contacting the courtroom clerk.
TUESDAY, JULY 14, 2026
Department 22
8:30 a.m.
PR-21-001017 ESTATE OF KAMIL ABRAHAM, AKA MIKE ABRAHAM, MAJED ABRAHAM, MIKE IBRHIM
Hearing on Order to Show Cause issued to counsel on 02/27/26:
Order to Show Cause will be discharged as the prior notes have been cured.
Hearing on (First and Final Account/Waiver of Account) and Report of (Executor/Administrator/Administrator with Will Annexed), Petition for (Allowance of Statutory Fees to Personal Representative and for) Final Distribution [sic] continued from 11/05/25, 01/14/26, 02/27/26:
Prior Notes have been cured.
Recommend approval of Report and Petition as supplemented, with the modification that the personal representative may not be discharged until after the court’s approval of this petition, and subsequent approval of Form DE-295, Ex Parte Petition for Final Discharge and Order, which will reflect the recording of the deed regarding the real property as ordered by the court pursuant to the Order for Final Distribution file-marked 11/22/23.
• Proposed Order submitted 07/09/26 goes far and beyond what the Probate Note posted 07/02/26 stated. Paragraph 7 on page 2 contains an order striking portions of prior orders, which was not part of the Probate Note; the Probate Examiner does not recommend the court make such a vague order. The only issue the Examiner found with the proposed order submitted 04/13/26 was that paragraph 6 on page 2 would have discharged the personal representative prematurely. The new proposed Order submitted 07/09/26 includes significant other alterations.
• Need another new proposed Order.
Recommend Discharge Review Hearing 01/27/2027 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
PR-23-000963 ESTATE OF GARY ALAN JOHNSON
1. Hearing on Order to Show Cause issued 02/18/26 to petitioner and continued from 06/10/26:
Recommend court discharge Order to Show Cause as a Petition for Approval of Settlement Agreement has been filed and set for hearing 08/04/26.
2. 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:
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 for Approval of Settlement Agreement has been filed and set for hearing 08/04/26.
Recommend continuance to 08/04/26 to coincide with hearing on Petition for Approval of Settlement Agreement.
3. 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:
• Corrected Final Inventory and Appraisal forms are not on file as alleged in petition paragraph 9.
• What is the status of the anticipated Trust distribution (Petition paragraph 27)? How can the court make an order for final distribution when a (large) asset has not been received by the estate yet?
• The calculation of statutory compensation appears to contain a mathematical error. The fee base of $4,384.556.96 as reflected in paragraph 29 does not appear correct. The discrepancy is more than $200,000.00.
• Petition seeks court order that the final distribution and also funds remaining from the reserve be distributed the heir in care of his attorney. Please provide a signed consent from the heir. See Local Rule 8.86.1.
• Need schedule of receipts pursuant to Local Rule 8.69.
• Petition seeks distribution pursuant to an agreement (attached as Exhibit D). The agreement does not bear notary’s acknowledgment as required by Local Rule 8.87. A Petition for Approval of Settlement Agreement has been filed and set for hearing 08/04/26.
• Declaration in support of extraordinary compensation:
o Paralegal’s hourly rate exceeds this county’s norms.
o Does not appear complete. See CRC rule 7.703(e)(4) and (5).
Recommend continuance to 08/04/26 to coincide with hearing on Petition for Approval of Settlement Agreement, to allow time to cure defects.
Appearance not required (by VCourt if preferred).
PR-23-001061 ESTATE OF MIO KAWAMURA REYNOLDS
Inventory Review Hearing continued from 11/21/24, 04/16/25, 08/27/25, 12/17/25, 03/06/26:
Nothing has been filed in sixteen months.
• On 04/16/25, the court directed personal representative to file a Corrected Final Inventory and Appraisal.
• On 08/27/25 and again on 12/17/25, the court ordered personal representative to file the Corrected Final Inventory and Appraisal prior to the next hearing, and that a PrC§12200 Status Report must be filed if estate were not in a position to be closed.
• On 12/17/25 and again 03/06/26, the court ordered personal representative to file a PrC§12200 Status Report.
• The court admonished that failure to file both may result in surcharge, suspension, and/or removal of personal representative from office.
Recommend suspension of personal representative for failure to abide by the court’s order and failure to move this estate forward.
Recommend court appoint the Public Administrator as Special Administrator and direct the submission of proposed Order and Letters from the Public Administrator pursuant to PrC§8540.
Recommend court make referral to the Public Administrator and County Counsel to seek appointment as successor personal representative pursuant to PrC§7621.
Recommend court issue an Order to Show Cause to the personal representative to appear and show cause why she should not be surcharged and removed from office on the court’s own motion pursuant to PrC§§8804, 8500, 12204
Appearance by Administrator (self-represented) mandatory (by VCourt if preferred).
PR-24-000324 ESTATE OF JOHN RALPH GRANT, JR., AKA JOHN GRANT
Account Review Hearing continued from 11/05/25, 03/12/26:
On 11/05/25 and 03/12/26, 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 personal representative and 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-24-000984 ESTATE OF JESSICA SHAW
Hearing on Petition for Final Distribution and Waiver of Account continued from 03/18/26:
Nothing filed since last hearing. Prior notes remain:
The following defects must be addressed in the Petition:
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address these defects.
• Caption of pleading appears inadequate for the following reasons:
o Did not include report of administration as required by PrC§10954(c).
o Personal representatives are seeking to waive ordinary compensation [see Probate Code § 10830, California Rule of Court 7.102, Local Rule 8.83L]
• Itemization of costs of administration was omitted (see Local Rules 8.69, 8.83K).
• Paragraph 6 appears incomplete:
o Report omits statement re: whether or not notice to creditors was given per PrC§§10900(b)(1), 9050.
o Pursuant to PrC§9050(b), the giving of notice to creditors is in addition to the published notice.
o Report alleges there were no claims filed with the Court. Two creditors claims were filed with the Court and three Allowance or Rejection of Creditor’s Claim Form DE-174 are on file indicating the claims were allowed.
• Paragraph 19 (proposed distribution) appears incorrect as surviving spouse’s disclaimer appears untimely.
• Paragraph 20 (statutory compensation) appears to contain a calculation error in the computation of statutory fees. Specifically, the Total Fee Base amount.
o Please see calculator tool available online at https://www.stanislaus.courts.ca.gov/divisions/probate/calculator-tools
• Paragraph 25 (assets on hand) incomplete. Description of assets on hand omitted legal description of real property as required by CRC 7.651(b)(3).
• Please provide a Schedule of Distribution. See Local Rule 8.83M and PrC§§1063(f).
The following defects must be addressed in the Court’s file:
• Disclaimer, not filed within nine months of decedent’s death, appears to be untimely pursuant to PrC§§279-280 and thus not effective.
o Proof of Notice to the disclaiming party and/or waiving an accounting not on file. See probate Code §1206.
o Waiver of Accounting from decedent’s spouse has been filed (file marked 03/17/26) however, it is not notarized. Please see Local Rule 8.69.
• Proposed order submitted 02/03/26 omitted legal description of the real property for distribution.
Appearance by petitioners (self-represented) required (by VCourt if preferred).
PR-24-001348 ESTATE OF VALERIE A. SCOTT
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 11/18/26 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-25-000029 ESTATE OF CHRISTOPHER LANCE PEREZ
Account Review Hearing:
The prior Probate Note reflected that the PrC§12200 Status Report will be due at the end of February if the estate is not in a position to be closed.
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 thirty (30) days if estate is not in a position to be closed.
Recommend continuance to 10/07/26. If neither pleading is on file by the deadline above, 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-25-000035 ESTATE OF YVONNE ANNEATTE ALLEN, AKA YVONNE A. ALLEN
Account Review Hearing:
This is the first hearing since appointment.
Final Inventory and Appraisal is on file.
• Item 5 was left blank (personal representative’s certification regarding requirements of California Revenue and Taxation Code section 480).
Hearing on PrC§12200 Status Report of Administration:
Notice appears complete.
Recommend court allow estate to remain open and continue Account Review Hearing to 06/09/27. If, at that time, the estate is not in a position to be closed, a Second PrC§12200 Status Report will be due.
Appearance not required (by VCourt if preferred).
PR-25-000087 ESTATE OF LEO PAUL CICCARELLI, II
Inventory Review Hearing continued from 01/13/26:
Nothing has been filed since August, 2025. Prior Notes remain:
Letters issued 07/17/25. Inventory and Appraisal due 11/17/25.
Final Inventory and Appraisal not on file.
Recommend court issue Order to Show Cause to personal representative to appear and show cause why the court should not impose penalties pursuant to Probate Code § 8804 for failure to file the Final Inventory and Appraisal, to include surcharge and/or removal from office.
A PrC§12200 Status Report of Administration is due now. Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201).
Appearance by personal representative and counsel required (by VCourt if preferred).
PR-25-000246 ESTATE OF JOHN RALPH GRANT, SR., AKA JOHN RALPH GRANT, AKA JOHN GRANT
Inventory Review Hearing continued from 11/19/25, 03/12/26:
Letters Issued 05/23/25. Inventory and Appraisal due 09/23/25.
Inventory and Appraisal not on file at time of review.
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-25-000327 ESTATE OF JENNIFER L. LOURENCO AKA JENNIFER LYNN LOURENCO
Inventory Review Hearing continued from 02/03/26:
Letters issued 09/09/25. Inventory and Appraisal due 01/09/26.
Final Inventory and Appraisal not on file.
Partial No. 1 Inventory and Appraisal is on file. Attorney left statement about the bond blank as to sufficiency.
At the prior hearing, counsel informed the court that there are or may be multiple life insurance policies for which the estate is or may be beneficiary.
Informationally, the California Probate Code is clear that a Final Inventory and Appraisal is due four months after Letters are issued; any asset marshalled after the filing of the Final Inventory and Appraisal would be included in a Supplemental I&A. It is not clear in this matter why the personal representative chose to file a Partial rather than Final I&A.
Recommend court order the personal representative to file the PrC§12200 Status Report of Administration promptly (due 09/09/26) and specifically address the status of marshaling assets, the status of the Final Inventory and Appraisal, and the sufficiency of bond.
Appearance by counsel required to receive the court’s order (by VCourt if preferred).
PR-25-001210 MAH MANZAR MOHAMMADI TABRIZI REVOCABLE TRUST DTD JUNE 12, 2012
Hearing on Beneficiary’s Petition under Probate Code §17200 for Removal of Incapacitated Trustee, Appointment of Successor Trustee, Demand for Accounting, Request for a Surcharge and Instructions continued from 03/04/26:
Objection filed 03/02/26 by Behzad Tabrizi.
• It appears it may be necessary that the court set a bond pursuant to PrC§15602(a)(2), however Paragraph VIII of the petition did not allege the amount of bond that would be appropriate. Bond matter will be submitted to Judge for determination.
• Need medical documentation establishing that the current trustee is unable to continue serving due to incapacity. Family members declarations regarding incapacity will be submitted to Judge for determination.
• Trust names Behnaz Mohammadi Tabrizi aka Behnaz Nayrami as first successor trustee. Need declination of first named successor trustee or further evidence explaining unwillingness to serve.
• Order not yet submitted.
On 03/04/26, the court ordered personal service on trustee and respondent. Proof of personal service on trustee is on file. Proof of personal service on respondent, Behzad Tabrizi is not on file; however, objection is on file.
Hearing required.
Appearances required (by VCourt if preferred).
PR-25-001281 ESTATE OF SANDRA LEE ZUMSTEG, AKA SANDRA ZUMSTEG
Inventory Review Hearing:
Final Inventory and Appraisal on file.
Recommend Account Review Hearing 03/16/27 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).
PR-23-000531 ESTATE OF RAMESH CHAND
Hearing on First and Final Report of Administrator and Petition for Final Distribution on Allowance of Statutory Compensation to Attorney for Ordinary Services and Advanced Costs, for Allowance of Statutory Compensation to Administrator for Ordinary Services and Reimbursement for Advanced Costs; Waiver of Account and Request to Release Bond After Final Distribution is Completed:
Recommend approval of Report and Petition.
Recommend court vacate Account Review Hearing of 09/01/26.
Recommend Discharge Review Hearing 01/27/27 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
PR-25-000323 ESTATE OF WALLACE ALLAN FARLEY
Hearing on Motion to Quash Deposition Subpoena for Business Records or in the Alternative for a Protective Order; and for Sanctions:
SEE TENTATIVE RULINGS, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…
PR-26-000022 ESTATE OF MERRY C. ROCHE, AKA MERRY CAROL ROCHE
Hearing on Petition for Contest of Appointment of Personal Representative (filed by Sheree Vegas):
• Notice of Hearing not on file at time of review.
Recommend continuance to 09/29/26 to coincide with competing petitions.
Appearance not required (by VCourt if preferred).
PR-26-000450 ESTATE OF VICTOR MANUEL ESCOBAR, JR.
Hearing on Petition for Letters of Administration:
Defects in the Petition (Form DE-111) which must be addressed:
• Caption box on page 1 did not include a checkmark in the box “Authorization to Administer Under the Independent Administration of Estates Act”.
• Item 3d reflects petitioner’s estimate that the decedent’s estate is valued at $35,870.00. No declaration alleging why formal probate is necessary has been filed. While Examiner does not consider the above note to be a fatal defect, it is the court’s discretion to consider granting a petition for probate under the threshold. Please submit a verified supplement to explain the following: Are there any other assets other than the $35,870.00 in personal property?
• 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.
Petitioners may consider supplementing petition to provide the missing information.
Judicial Council forms are available for download here: https://www.stanislaus.courts.ca.gov/forms-filing/common-forms-packets
Declarations may be written on Judicial Council Form MC-030 Declaration or on pleading paper.
Proof of Service is Form POS-030.
The following items must be addressed in the Court’s file:
• Form DE-147 Duties and Liabilities not on file.
• Form DE-121 Notice of Petition to Administer Estate not on file.
• Affidavit of publication not on file. See Local Rule 8.12.
• Form DE-140, Proposed Order, not submitted.
• Form DE-150, Letters, not submitted.
• Waivers of bond [Form DE-142/DE-111(A-3e)] not on file for all intestate heirs (see Probate Code section 6401). Personal representative resides out of state. See PrC§8571. Bond may be required at the court’s discretion. Submitted to court for determination. Minimum bond would be $20,000.00 pursuant to Local Rule 8.33. Maximum bond would be $35,870.00.
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). Please be prepared to inform the court if there are any known California creditors or liabilities of the estate.
PR-26-000489 ESTATE OF LOUISE ELAINE SPAMAN-WILLIAMS, AKA LOUISE ELAINE WILLIAMS, LOUISE WILLIAMS
Hearing on Spousal Property Petition:
• Notice of Hearing Form DE-115 is not the appropriate form to use to give notice of this kind of proceeding, as it applies only to petitions filed pursuant to PrC§850. Please see Judicial Council Form DE-120.
• Proposed Order:
o Item 10 was omitted (number of pages attached).
o The first lines of Attachment 5a and 7a ought to be phrased as the decedent’s particular percentage interest and the petitioner’s particular percentage interest, respectively, as this is the court’s order and not petitioner’s allegation.
• Please file a (verified) list of all the known creditors of each unincorporated business and the amounts owing to each. See PrC§13658.
• Please provide additional detail in Attachment 7 for all property but for the real property. See Local Rule 8.98.
• Please also particularly answer:
o When was each asset acquired?
o What was the nature of the funds used to purchase each asset (if acquired through purchase)?
o How is title to each vehicle currently held?
o Who is listed as account holder on the PNC Bank account and the Charles Schwab account?
o Were there beneficiary designations completed as to either above account?
o As to Limited Liability Company, are there any restrictions on transfer, succession provisions, or consent requirements?
o As to the Corporation, are there any transfer restrictions in the bylaws or articles of incorporation as to the shares of corporate stock?
o As to the Limited Partnership, are there are any restrictions on transfer, death provisions, or buyout requirements?
• Please provide additional supporting documents, including copies of stock certificates, partnership and/or operating agreements, buy-sell agreements (if relevant), and/or property schedules.
Recommend continuance to 09/17/26 to allow time to cure defects, address Notes.
Appearance not required (by VCourt if preferred).
PR-26-000530 MANOUCH AZAD REVOCABLE TRUST
Hearing on Petition to Determine Validity of Trust Amendments; to Compel an Accounting; to Remove Trustees and Appoint Successor Trustee; to Impose Constructive Trust; for Damages for Breach of Fiduciary Duty; for Elder Financial Abuse; and for other Relief Under Probate Code §17200:
Demurrer to Petition filed and set for hearing 08/05/26 – filed 06/30/26 (by Giannelli Law Firm)
• 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.
• Body of Petition omitted the names and mailing addresses of those entitled to notice (PrC§17201).
• Notice of Hearing not on file. Examiner notes Proofs of service are on file, but Notice of Hearing, Form DE-120, is not on file. See PC§17203(a) for notice requirements in trust proceedings.
• Proposed Order not yet submitted.
Appearance by petitioner (self-represented) required (Anyone appearing may do so either in person, or remotely, by telephone, using VCourt).
PR-26-000536 ESTATE OF DAVID JOHN PAULUK
Hearing on Petition for Letters of Administration:
Waiver of Bond on file for all intestate heirs.
The following must be addressed in the Court’s file:
• Form DE-121 Notice of Petition to Administer Estate not on file.
• Affidavit of publication not on file. See Local Rule 8.12.
• Form DE-140, Proposed Order, not submitted.
• Form DE-150, Letters, not submitted.
Appearance by petitioner (self-represented) required (Anyone appearing may do so either in person, or remotely, by telephone, using VCourt).
PR-26-000568 ESTATE OF LISA A. MCKNIGHT, AKA LISA ANNE MCKNIGHT
Hearing on Petition for Letters of Administration:
• Waivers of bond [Form DE-142/DE-111(A-3e)] not on file for all intestate heirs (see Probate Code section 6401). Personal representative resides out of state. See PrC§8571. Bond may be required at the court’s discretion. Submitted to court for determination. Minimum bond would be $20,000.00 pursuant to Local Rule 8.33.
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.
WEDNESDAY, JULY 15, 2026
Department 22
8:30 a.m.
PR-22-000002 ESTATE OF MARK WAYNE GIRDNER
Account Review Hearing:
Account Review Hearing will be vacated.
Hearing on First and Final Report of Administrator and Petition for Final Distribution on Waiver of Account continued from 06/17/26:
Some prior Notes were cured.
On 06/17/26, with the personal representative appearing in court to receive the court’s order, the court ordered the personal representative to file either an Amendment to the Report and Petition or an Amended Report and Petition addressing the proposed distribution. Instead, the personal representative filed a Supplement to the Report and Petition, a Corrected Inventory and Appraisal, and a “Declaration re Community Property”. The position taken by the personal representative is significantly different than originally represented: the personal representative now alleges that the entirety of this decedent’s estate is community property.
• Prior Note from hearing on 06/17/26: The proposed distribution is 100% of property on hand to the decedent’s surviving spouse. This does not appear correct purs. to PrC§6401 (intestate succession when the decedent is survived by a spouse). According to the amended Petition for Probate file-marked 04/14/22, decedent was also survived by both his parents. Purs. to PrC§6401(c)(2), the intestate share of the decedent’s surviving spouse is one-half of the intestate estate, and purs. to PrC§6402(b), the part of the estate not passing to the surviving spouse passes to the decedent’s parents equally.
• New Note: Supplement line 14 on page 2: does not appear adequate as to Claim filed by Y. Gutierrez purs. to PrC§10900. Purs. to that part of the supplement, the only changes made to that section of the original pleading, are the date the Claim was filed and the action taken was “None” instead of “None; Claim period expired.” The section of the original pleading the Supplement modified was the table on Attachment A comprised of “The following claims have been filed with the Court and served on the Estate but have not been allowed, were rejected, or no action taken as the claim period had expired.” “None” is not one of the three categories applicable to the entries in that table. Does the Claim filed by Y. Gutierrez still fall under one of those three categories, or does it belong in a different table? See also California Rules of Court rule 7.403.
Recommend court set a deadline of forty-five (45) days from the date of this hearing for the personal representative to either amend the pleading or file an amendment to the pleading, as was previously ordered. Failure to do so may result in sanctions or surcharge. See California Rules of Court rules 7.3 and 7.53.
Recommend court order the personal representative to give new Notice of Hearing pursuant to CRC rule 7.53 to the decedent’s intestate heirs and Creditor Y. Gutierrez (purs. Probate Code §§ 48, 9250, 11640, 11429; CRC 7.401).
Recommend continuance to 10/06/26.
Appearance not required (by VCourt if preferred).
PR-24-000250 ESTATE OF DALE NELSON ROBERTSON
Hearing on First and Final Report and Account of Administrator and Petition for its Settlement, for Approval of Creditor Claim for Funeral Expenses; for Compensation to Administrator, Fees to the Attorney, Allowance of Costs of Administration, and for Final Distribution continued from 02/24/26, 03/13/26:
A supplement was submitted responding to the probate notes which cured some defects. In her supplement, the Personal Representative alleged that the decedent’s bank account was compromised and funds were withdrawn before appointment. Examiner notes Letters were issued 04/18/24 and the report identifies forty-three (43) fraudulent transfers after that date.
On 03/13/26, the court directed personal representative to file a police report regarding fraud. Declaration re efforts to be filed 10 days prior to hearing.
Declaration by Kimberley Yates regarding Police Report (file marked 05/26/26) submitted to Judge for determination.
Prior notes for reference only:
• Please note, pursuant to Probate Code §1064(a)(2), unusual items must be explained in the petition or report.
o Schedule D: Please also explain what petitioner means by “fraudulent transfer”. What investigation has petitioner conducted to determine the source and extent of the fraud? What determination, if any, did petitioner make about how best to make the estate whole?
o Please explain the purpose of the electronic transfer of $1,983.60 on 04/05/24.
o Please explain the two DMV payments for “Carol L. Morris” from estate funds.
Appearance by counsel required (by VCourt if preferred).
PR-24-000426 ESTATE OF RAUL PALAZUELOS
(1) Hearing on PrC§12200 Status Report (file marked 12/09/25) continued from 02/04/26, 03/17/26:
On 02/04/26, this Court directed personal representative to perfect notice before the next hearing or surcharge may be imposed.
• Notice of hearing not on file. However, an additional PrC§12200 Status Report was filed and set for hearing for today.
Recommend court drop hearing on PrC§12200 Status Report for lack of notice and proceed with status report filed 03/24/26.
(2) Hearing on PrC§12200 Status Report (file marked 03/24/26):
• Notice of hearing defective: Item 1 on Notice of Hearing (file marked 04/02/26) is not checked indicating the filing is a report of the status under Probate Code section 12200. This is required.
Recommend court order personal representative to perfect notice pursuant to PrC§12201 before the next hearing or surcharge may be imposed.
Recommend continuance to 09/18/26 to allow time for notice.
Appearance not required (by VCourt if preferred).
PR-24-000558 ESTATE OF HOSSEIN MORAD ZANGANEH
(1) Order to Show Cause issued on 05/12/26 to Bita Zanganeh:
To appear and show cause for failure to appear at the 05/12/26 hearing and failure to file pleadings as directed.
(2) Account Review Hearing continued from 01/08/26, 05/12/26:
On 01/08/26 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.
The pleading file-marked 06/24/26, titled Status Report for Hearing Re: Close of Estate, requesting more time to close the estate may not be considered a PrC§12200 Status Report for the following issues:
o Filer paid $60.00 filing fee rather than the $200.00 filing fee.
o Pleading was not set for hearing by the Clerk’s Office and thus no notice purs. to PrC§12201 was given. Proof of service is on file. Notice of Hearing is not on file.
o For future filings, filer should note that the Clerk’s Office will not set for a hearing if the report is not titled Status Report of Administration pursuant to PrC§12200.
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).
Recommend court order personal representative to pay $140.00 filing fee forthwith (The difference between the fee paid and the fee due). Failure to do so may result in the court holding a PrC§12202 hearing and requiring personal representative to be present.
Recommend court order personal representative to give Notice of Hearing of the continued hearing pursuant to PrC§12201.
Appearance by executor and executor’s counsel required (by VCourt if preferred).
PR-24-000927 ESTATE OF ALEJANDRO ROMERO ACEVEDO
Inventory Review Hearing continued from 03/11/26:
Nothing filed in ten months. Prior Notes remain:
Letters issued 09/12/25. Inventory and Appraisal due 01/12/26.
Final Inventory and Appraisal not on file. See Local Rule 8.41 B, Probate Code section 8800 et seq.
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 (by VCourt if preferred).
PR-24-001087 MATTER OF PATRICIA ANDERSON 2024 REVOCABLE TRUST
Hearing on Order to Show Cause issued 03/11/26 to Trustee:
To appear and show cause why sanctions or surcharge should not be imposed for failure to file the First Account Current and Report of Trustee.
Account Review Hearing continued from 03/11/26:
Prior Note remains: First Account Current and Report of Trustee not on file. Trust was executed 10/07/24; the end date of the last account in the related conservatorship was 12/31/23.
New Note: An Inventory and Appraisal has been filed. I&A’s do not apply to revocable trusts; the property on hand at beginning of the account will be compared to the final accounting in the related conservatorship case.
Appearance by Trustee and Trustee’s counsel mandatory (by VCourt if preferred).
PR-24-001150 ESTATE OF BEVERLY ANN SARABIA
Inventory Review Hearing:
Final Inventory and Appraisal is not on file; however, a petition for termination is pending and therefore may not be required.
Recommend continuance to 08/07/26 to coincide with Petition for Termination hearing.
Appearance not required (by VCourt if preferred).
PR-24-001303 ESTATE OF LAURA PEREZ-MANZO
Account Review Hearing:
Account Review Hearing will be dropped.
No appearances.
PR-24-001313 ESTATE OF CHRISTINE CHAVEZ, AKA CHRISTINE AVALOS CHAVEZ
Inventory Review Hearing continued from 03/11/26:
Letters issued 03/23/26. Final Inventory and Appraisal due 07/23/26. Not on file.
Please review the 2025 Probate Referee Guide, available for download online. Appraisal of pending litigation is the purview of the Probate Referee; a Final I&A can be prepared and filed while litigation is ongoing.
Appearance by counsel required (by VCourt if preferred).
PR-25-000047 ESTATE OF JANELLE KAY AHRENHOLTZ, AKA JANELLE KAY TABOGA
Hearing on Petition for Final Distribution on Waiver of Accounting; Waiver of Statutory Commission, and Report of Administration continued from 03/17/26:
Prior Notes have been cured.
Recommend approval of Petition and Report as supplemented.
Recommend court vacate Account Review Hearing of 07/21/26.
Recommend Discharge Review Hearing 01/27/2027 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
PR-25-000683 MATTER OF JEANNE MARTIN TRUST
Hearing on Order to Show Cause issued to petitioner on 03/11/26:
• To appear and show cause why case should not be dismissed for failure to cure all defects and for failure to appear on 03/11/26.
Failure to appear on 07/15/26 may result in dismissal of the case.
Hearing on Petition to 1) Determine the Validity and Enforceability of a Creditor’s Claim Against Trust Property; 2) for Equitable Estoppel; 3) for Promissory Estoppel; 4) for Specific Performance; 5) for Unjust Enrichment/Restitution; 6) for Imposition of Constructive [sic] continued from 11/05/25, 03/11/26:
Nothing filed since October 2025. Prior Notes remain:
• Notice of Hearing (Judicial Council Form DE-120) not on file. See Probate Code sections 17203(a), 1215 for notice requirements in trust proceedings.
• To the extent that this pleading purports to be a § 850 petition, Notice of Hearing on Petition to Determine Claim to Property (Judicial Council form DE-115) not on file. See Probate Code § 851 for notice requirements in 850 proceedings.
o Note: Section 850 is a procedural mechanism for property disputes, not a general debt collection tool. It does not create substantive rights for unpaid wages. It appears that the petitioner’s claims may sound in contract and/or labor law.
• As a Creditor’s Claim pursuant to PrC§§19100 et seq., as was also alleged in the petition, the petition does not include the affidavit required by Pr. Code §19151.
Petitioner’s legal argument relies in part on Probate Code section 850, which does not appear to apply to this situation, as petitioner has alleged that she is a creditor of the deceased settlor. All prayers for relief found on page 8 of the petition appear outside the scope of a Creditor’s Claim. Should the Trustee reject the Creditor’s Claim, the Creditor’s recourse is the filing of a civil action purs. Pr. Code § 19254-5.
Appearance by petitioner (self-represented) mandatory (by VCourt if preferred).
PR-25-001299 ESTATE OF TRACY SCOTT FULLEN
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
A Petition for Final Distribution has been filed and set for hearing 08/25/26.
Hearing of 08/25/26 will be confirmed.
Appearance not required (by VCourt if preferred).
PR-25-001303 ESTATE OF CHARLES O. SLOCUMB
Inventory Review Hearing:
Letters issued 01/20/26. Inventory and Appraisal due 05/20/26.
Final Inventory and Appraisal not on file.
Recommend Account Review Hearing 02/23/27 when PrC§12200 Status Report will be due, if Petition for Final Distribution is not on file.
Inventory and Appraisal must be filed before next hearing.
See Local Rules 8.82 and 8.41 B.
Appearance not required (by VCourt if preferred).
PR-23-000443 ESTATE OF CRAIG GERARD COKER, AKA CRAIG G. COKER
Hearing on Joint Petition for Leave to File a Late Creditor’s Claim:
• Notice of Hearing not on file. See Form DE-120, Probate Code §§ 9103(e) and 1220.
Recommend continuance to 08/25/26, to coincide with hearing already set, to allow time to perfect notice.
Appearance not required (by VCourt if preferred).
PR-23-000985 ESTATE OF CARLOS LUNA
Hearing on Petition for Final Distribution on Waiver of Account; for Allowance of Attorney’s Compensation for Ordinary Services:
Recommend approval of Petition.
Recommend Discharge Review Hearing 01/27/27 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
PR-23-001187 ESTATE OF FRANK T. FUSCO, AKA FRANK TOM FUSCO, FRANK TOMMY FUSCO
Hearing on Petition for Preliminary Distribution:
If no one appears to object, recommend approval of petition.
Need proposed Order.
Appearance not required (by VCourt if preferred).
PR-25-000078 ESTATE OF KENNETH JAMES MAXWELL
Hearing on Petition for Final Distribution, Waiver of Accounting, Allowance of Statutory and Extraordinary Attorney’s Fees, and Reimbursement of Costs:
• Schedule of proposed distribution not provided. See Local Rule 8.83 M.
• Release/Satisfaction of Creditor’s Claim, specifically, Phillips & Cohen not yet on file.
Recommend continuance to 08/25/26 to coincide with previously set Account Review Hearing to allow time to cure defects.
Appearance not required (by VCourt if preferred).
PR-26-000453 ESTATE OF JOHN M. MCGOWAN
Hearing on Petition for Probate of Will and for Letters Testamentary:
• Petition item 5a(3) or (4) incomplete (existence of registered domestic partner).
• Petition item 8 must include names as they are written in the Will; AKA’s may be used to identify the correct individuals.
• Petition item 8 reflects that the location of one of decedent’s daughters is unknown to petitioner. This person is entitled to notice. Please explain petitioner’s efforts to identify, locate, and serve this heir. See Local Rule 8.14 B and CRC rule 7.52.
• Will is not self-proving per Local Rule 8.23. Proof of Subscribing Witness (Form DE-131) not on file.
• Form DE-150, proposed Letters, not yet submitted.
Recommend continuance to 08/25/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
PR-26-000455 ESTATE OF JENNIFER R. TURPITT
Hearing on Petition to Determine Succession to Primary Residence:
Copy of grant deed showing current title was not attached or provided on separate pleading. See Local Rule 8.99.
Recommend continuance to 08/14/26 to allow time to cure defect.
Appearance not required (by VCourt if preferred).
PR-26-000534 ESTATE OF GRACIAN ITURRERIA
Hearing on Petition for Order Appointing Successor Trustee of a Testamentary Trust; for Final Distribution on Waiver of Account; Waiver of Bond; and for Termination of Testamentary Trust (PrC §15409, 17200(a),(b)(13):
REVIEW IN PROGRESS. PLEASE CHECK BACK.
PR-26-000570 ESTATE OF GARRY ALLAN HELLERUD, AKA GARRY A. HELLERUD
Hearing on Petition for Letters of Administration:
Recommend approval of petition.
Recommend Inventory Review Hearing 01/14/27 pursuant to Local Rule 8.41B.
Appearance not required (by VCourt if preferred).
ADD-ON:
PR-25-000841 ESTATE OF DANIEL R. HUTSELL, AKA DANIEL RICHARD HUTSELL
Hearing on Petition for Instructions Pursuant to Probate Code Section 10589(b) continued from 07/08/26:
Objection filed – 07/07/26, by Guadalupe Madrigal, now personal representative for the estate of Dinella Hutsell, PR-26-000047.
Points and Authorities on file from petitioner.
Appearance by counsel (for petitioner, objector, and Guardian of the Estate) required (by VCourt if preferred).
THURSDAY, JULY 16, 2026
Department 22
8:30 a.m.
PR-21-000344 ESTATE OF RUDOLPH REYES
REVIEW IN PROGRESS. PLEASE CHECK BACK.
PR-24-000358 ESTATE OF CHARLET GIVARGIS
Account Review Hearing continued from 02/18/26:
On 02/18/26, the court ordered the personal representative to file a PrC§12200 Status Report with Notice of Hearing within 90 days if estate is not in position to be closed.
• 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-24-000796 ESTATE OF PATRICIA ANN ROBBINS, AKA PATRICIA ROBBINS
(1) Hearing on Order to Show Cause issued to Timothy Robbins on 03/19/26:
To appear and show cause for failure to appear and failure to file first account current.
Order to Show Cause will be discharged as the personal representative has filed a Petition for Final Account and Report.
(2) Account Review Hearing continued from 03/19/26:
On 11/13/25 court ordered the personal representative to file a PrC§12200 Status Report with Notice of Hearing within 90 days if the estate is not in a position to be closed. Recommend court drop this hearing as Petition for Final Distribution is on file.
(3) Hearing on First and Final Report of Administrator on Waiver of Account and Petition for Allowance of Compensation to Attorney for Ordinary Services and for Final Distribution:
Recommend approval of petition.
Recommend Discharge Review Hearing 01/27/27 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
PR-25-000465 ESTATE OF CONNIE BURKS
Hearing on Order to Show Cause issued to personal representative on 03/05/26:
Recommend Order to Show Cause be discharged as the PR has filed a verified Response to Probate Notes and addressed the failure to file an Inventory and Appraisal.
Hearing on Order to Show Cause issued to counsel on 03/05/26:
Recommend Order to Show Cause be discharged as the PR has filed a verified Response to Probate Notes and addressed the failure to file an Inventory and Appraisal.
Inventory Review Hearing continued from 03/05/26:
Recommend Inventory Review Hearing be dropped as moot.
Hearing on Petition for Termination of Proceedings and Discharge Pursuant to Cal. Probate Code Sec. 12251 continued from 06/11/26:
Prior Notes have been cured.
Recommend approval of Petition as supplemented.
The personal representative will be discharged and case closed.
Appearance not required (by VCourt if preferred).
PR-25-000557 ESTATE OF RICHARD McVAY
Inventory Review Hearing continued from 03/05/26:
Nothing filed since previous hearing.
On 03/05/26, the court ordered the personal representative to file the Final Inventory and Appraisal within sixty (60) days. Not on file.
On 03/05/26, the court informed counsel that an Inventory and Appraisal may be prepared prior to an anticipated distribution from another decedent’s estate and that that is not necessarily cause for delay of the filing of the I&A. The Final I&A is due by a specific time pursuant to PrC§8800(b) and (c). Please also see the 2025 Probate Referee’s Guide, available for download online.
Appearance by counsel required (by VCourt if preferred).
PR-25-000817 ESTATE OF GLADYS QUIROZ
REVIEW IN PROGRESS. PLEASE CHECK BACK.
PR-25-001255 MATTER OF JOHN SEARS TRUST
Hearing on Petition for Order Confirming Trust Assets continued from 03/11/26:
Prior Notes have been cured. Notice appears complete.
Recommend approval of petition as supplemented.
Appearance by counsel required based on language used in the proposed Order (by VCourt if preferred).
PR-25-001284 VIRGINIA DARE ROMEO TRUST UAD APRIL 13, 1999
Hearing on Petition for Return of Personal Property (Probate Code Section 850); Elder Financial Abuse (WIC sections 15610.30 et seq); for Double Damages (Probate Code Section 859); and for Attorneys’ Fees and Costs continued from 03/19/26:
Response filed - (file marked 03/12/26 by Bank of America, N.A.)
Opposition filed - (file marked 04/29/26 by Anthony Pulliam, RaeAnn Pulliam)
The following defects must be addressed by petitioner:
• Petition omitted a list of parties entitled to Notice pursuant to Probate Code section 17201.
Hearing Required.
Appearances required (by VCourt if preferred).
PR-26-000231 ESTATE OF VERA N. MARLETT, AKA VERA NADEEN MARLETT
Hearing on Petition for Probate of Will and for Letters Testamentary continued from 04/28/26:
Prior Notes have been cured. The will is not self-proving per Local Rule 8.23, and a Proof of Subscribing Witness (Form DE-131) with signature(s) of witness(es) is not on file, however the petitioner has filed a verified Declaration explaining why the latter form has not been or cannot be filed (PrC§8221), e.g., availability of one or both witnesses (EvC§240), including a verified Declaration regarding decedent’s handwriting (PrC§8221).
Recommend approval of petition and admission of will to probate.
Recommend Inventory Review Hearing 01/20/27 pursuant to Local Rule 8.41 B.
Consider visiting the California Courts Self Help “inventory” page at
https://selfhelp.courts.ca.gov/probate/inventory-estimate-value and please review your responsibilities in the Duties and Liabilities, Form DE-147, you signed and filed.
Appearance not required (by VCourt if preferred).
PR-24-000234 ESTATE OF ALAN M. DAVIS, JR.
Hearing on Petition for Final Distribution, Waiver of Accounting, Allowance of Statutory and Extraordinary Attorney’s Fees, Reimbursement of Costs, and Request for Reserve:
• Schedule of proposed distribution not provided. See Local Rule 8.83 M.
Request for extraordinary compensation to attorney will be submitted to the Court once defect is cured.
Recommend continuance to 09/01/26 to coincide with previously set Account Review Hearing and allow time to cure defect.
Appearance not required (by VCourt if preferred).
PR-24-001027 ESTATE OF BARBARA ANN CRUICKSHANK
Hearing on PrC§12200 Status Report of Administration:
• Notice of Hearing appears defective: language omitted pursuant to PrC§12201(b). See the box between item 1 and item 2 on page 1 of Form DE-120.
Recommend court order personal representative to perfect notice pursuant to PrC§12201 before the next hearing or surcharge may be imposed. If the Petition for Final Distribution is filed prior to the next hearing, the next hearing may be vacated.
Recommend continuance to 08/05/26, to coincide with Account Review Hearing already set, to allow time for notice.
Appearance not required (by VCourt if preferred).
PR-25-000262 ESTATE OF DENNIS J. LOCKARD
Hearing on Petitioner’s Motion to Strike SLAPP Suit by Respondents and for Attorney Fees:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…
PR-26-000459 ESTATE OF GLENN E. MILLER, AKA GLENN EDWARD MILLER, GLENN MILLER
Hearing on Petition to Determine Succession to Primary Residence:
Petition item 13 misspelled the first name of co-petitioner E. Cox.
Copy of grant deed showing current title was not attached or provided on separate pleading. See Local Rule 8.99.
Recommend continuance to 08/07/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
PR-26-000461 ESTATE OF SALVADOR RODRIGUEZ
Hearing on Spousal Property Petition:
• Petition item 4c was not completed (whether decedent died testate or intestate).
• Attachment 7:
o Petitioner explains in Attachment 7 that the real property was purchased by both petitioner and the decedent but titled to the decedent as his sole separate property because the petitioner was not available to sign. Please elaborate on that last alleged fact.
o What was the nature/source of funds for the down payment, if any? What was the nature/source of funds to maintain the real property (mortgage, taxes, insurance). Was the decedent’s separate property ($33,111.00 inheritance) kept separate from the couple’s community property? Was any portion of the inheritance used for the real property?
Recommend continuance to 08/14/26 to allow time to cure defect, address Probate Notes.
Appearance not required (by VCourt if preferred).
PR-26-000535 MATTER OF WILLIAMS FAMILY TRUST, DATED OCTOBER 23, 2025
Hearing on Petition for an Order to Confirm Validity of Trust; Confirm Trustee; and Confirm Asset to Trust:
REVIEW IN PROGRESS. PLEASE CHECK BACK.
PR-26-000571 ESTATE OF RONALD MALFATTI
Hearing on Petition to Determine Succession to Primary Residence:
REVIEW IN PROGRESS. PLEASE CHECK BACK.
PR-26-000578 ESTATE OF LAWRENCE FANNAR DAVIS
Hearing on Petition for Letters of Administration:
• Petition item 8 did not include 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.
• Notice of Hearing is defective: the incorrect court address is reflected on the pleading. Need new notice.
• Waivers of bond [Form DE-142/DE-111(A-3e)] not on file for all intestate heirs. Personal representative resides out of state. See PrC§8571. Bond may be required at the court’s discretion. Bond matter will be submitted to court for determination.
When defects are cured, please be prepared to inform the court if there are any known California creditors or liabilities of the estate.
Recommend continuance to 08/14/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
PR-26-000579 ESTATE OF SHERI LYN CLEWETT, AKA SHERI LYN REED
Hearing on Petition for Probate of Will and for Letters Testamentary:
Will is not self-proving, but a Proof of Subscribing Witness Form is on file.
• The alleged successor-in-interest to the interest of one of the devisees is a minor child. If probate administration is not commenced for the late devisee’s estate, a Guardian ad litem appears required. See Local Rule 8.07.
• Petition item 8 must list all those named in Will in any capacity whether or not they are named as beneficiaries under the Will (including alternate executors).
• Notice of Petition not on file for the alternate Executor named in the Will [PrC§8110(b)].
• Affidavit of publication not on file.
• Form DE-150, proposed Letters, not yet submitted.
Once notes are cured, a hearing will be required for the court to determine bond.
Recommend continuance to 08/14/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).