Probate Notes

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

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

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

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

This language indicates that no one is required to appear at the hearing.  Probate hearings are open to the public, however, and anyone who wishes to observe a proceeding may do so. Appearances in most cases may be made in person or remotely, by telephone.

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

 

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

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

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

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

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

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

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

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

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

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

WEDNESDAY, OCTOBER 7, 2026
Department 22
8:30 a.m.

PR-19-001263 ESTATE OF MELVIN ALLEN, SR.
Account Review Hearing continued from 05/20/26:
On 05/20/26, the court directed that a PrC§12200 Status Report must be filed if estate is not in a position to be closed. Nothing has been filed.
• Recommend court issue Order to Show Cause to Special Administrator and Special Administrator’s counsel to be personally present pursuant to PrC§12202:
      o    To show condition of estate and why estate cannot be distributed and closed;
      o    So that court may order Special Administrator to prepare and file a First Account Current at the court’s discretion pursuant to PrC§12202(b).
      o    Noncompliance may result in removal of Special Administrator from office (PrC§§12204, 8500).
Appearance by Special Administrator and Special Administrator’s counsel required (by VCourt if preferred).

PR-24-001374 L M DAVIDSON 2018 FAMILY TRUST DTD MAY 30, 2018
Hearing on Petition to 1) Compel a Report of the Trust and its Administration; 2) Compel an Account; 3) Compel Trustee to Perform Duties; 4) Instruct the Trustee; 5) Suspend and Remove the Trustee; and 6) Surcharge the Trustee (filed by Julie D. Davidson, Ted G. Davidson, and Mitchell L. Davison) continued from 05/14/25, 09/16/25, 06/24/26:
Objection and Response filed -  09/16/25 (by Karen E. Serpa, Trustee)
Defects not cured. Prior notes remain:
•    It appears necessary that the court set a bond pursuant to PrC§15602(a)(3), however petition did not request a bond nor did it allege the amount of bond that would be appropriate.
•    Need proposed order.
On 06/24/26, the Court continued this matter at the request of parties due to the counsel’s assertion that a settlement was circulating.
Need status of settlement.
Appearance by counsel required (by VCourt if preferred).

PR-25-000029 ESTATE OF CHRISTOPHER LANCE PEREZ
Account Review Hearing continued from 07/14/26:
Account Review Hearing will be dropped.

Hearing on PrC§12200 Status Report of Administration:
•    The date of the personal representative’s verification was not included, presuming that she did in fact sign the verification and that, if not done electronically, the filer is maintaining the original bearing her signature purs. to CRC rule 2.257(b).
Recommend court allow estate to remain open and set a further Account Review Hearing 04/28/27.

Appearance not required (by VCourt if preferred).

PR-25-000684 ESTATE OF FREDERICK JOSEPH OLIVERA 
Inventory Review Hearing continued from 07/08/26:
Final Inventory and Appraisal is on file.
•    Inventory and Appraisal omits characterization of decedent’s property (community or separate property) [PrC§8850(c)]. This information will be needed prior to the closing of the estate.
Recommend Account Review Hearing 05/11/27 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

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, 07/09/26:
Notice has been perfected. 
Prior Notes remain:
• 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.
      o    An unsigned and unverified document titled “Coversheet to law firm invoices/billing documents (Exhibit C of Fourth Supplement)” was filed on 10/02/26; the document was not attached to any signed or verified pleading; attached to this filing was a document labeled “Exhibit C”; the Exhibit 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.
• On 10/02/26, the petitioner, Rebecca Orozco, filed a “Declaration” asking the court not consider the 01/06/26 Response as her intention was that the 09/29/26 Response replace the pleading file-marked 01/06/26.
A second Response to Opposition filed – 09/29/26, by petitioner, Rebecca Orozco, with proof of service attached.
A Supplemental Memorandum in Support of Opposition filed – 10/02/26, by Samuel Orozco, Sr., Paul Orozco, Samuel Orozco, Jr., and Jeremy Orozco. The Memorandum appears to constitute the objectors’ preferences and opinions about the Probate Notes above.

Submit to court whether to require petitioner to cure: defect with fourth Supplement file-marked 07/06/26 (illegible Exhibit C); perfect service of Response to Opposition file-marked 01/06/26.

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, 07/09/26:
Nothing filed since previous hearing. Prior Notes remain:
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).

Submit to court whether to direct Rebecca Orozco to cure defect in her fourth supplement or perfect service of one of her two oppositions to the response to her petition for surcharge.

Submit to court whether to direct the personal representative to present an itemized loss calculation as to surcharge request, as the Probate Examiner recommends.

Recommend court set deadline for personal representative to cure all defects including perfecting notice by a date certain; submit to court whether to impose possible penalties of lump sum surcharge or daily surcharges for filing after deadline.

Objectors Samuel Orozco, Sr., Paul Orozco, Samuel Orozco, Jr., and Jeremy Orozco filed “Request” on 10/02/26 that the court impose “terms and conditions” if this matter is continued. The “Request” appears to constitute the objectors’ preferences and opinions about the Probate Notes above.

Appearance required (by VCourt if preferred).

PR-25-001148 JOHN AND LUPE OROZCO FAMILY TRUST
Related case PR-25-000116
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, 07/09/26:
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 submitted to Judge for determination.
Appearances required (by VCourt if preferred).

PR-25-001232 ESTATE OF MONICA JIMINEZ JOHNSON, AKA MONICA FRANCES JOHNSON
Inventory Review Hearing continued from 07/08/26:
Letters Issued 01/09/26.  Inventory and Appraisal due 05/09/26.
Final Inventory and Appraisal not on file. See Local Rule 8.41 B, Probate Code section 8800 et seq.
Petition for Final Distribution has been filed and set for hearing on 11/17/26.
Hearing of 11/17/26 will be confirmed.
Inventory and Appraisal must be filed by next hearing.
Appearance not required (by VCourt if preferred).
 

PR-26-000160 ESTATE OF PATRICIA ANN MONTGOMERY
(1)    Inventory Review Hearing:
Final Inventory and Appraisal is on file.

(2)    Hearing on First and Final Report of Administrator on Waiver of Accounting and Petition for its Settlement; for Statutory Attorneys’ Fees; for Reimbursement of Costs Advanced; for Exoneration of Bond; and for Final Distribution:
Recommend approval of petition.
Recommend Discharge Review Hearing 04/29/27 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
 

PR-26-000475 MATTER OF LEONA J. ASH TRUST DTD 9/18/1997
Hearing on Petition for Conveyance or Transfer of Property Claimed to Belong to Estate continued from 06/25/26:
Nothing filed since previous hearing. Prior Notes remain:
• Please provide a copy of the Letters of Administration for the Estate of Michelle Janson; if the Letters were issued by another county, the copy must be notarized.
• Please provide copies of the death certificates for Leona Ash and Michele Janson.
• Are Michele Janson and Michelle Janson the same person? Different spellings are used throughout the petition, while the exhibits are consistent in the use of one “l” in Janson’s first name.
• Are Leona I. Ash and Leona J. Ash the same person? The petition uses the middle initial J. throughout, while the exhibits are consistent in the use of middle initial I.
• The paragraphs on page 2 of the petition are numbered out of sequence, which complicated the preparation of these Probate Notes.
• Paragraphs 4 on page 1 and 9 on page 3 do not agree as to the nature of the relationship between Trustor/Trustee Leona Ash and the alleged initial successor Trustee Betty Castro. 
• Paragraph 9 on page 3 mischaracterizes Exhibit 3; the affidavit attached as Exhibit 3 was executed not by Betty Castro but by Michele Janson and was recorded (not filed) after the death of Betty Castro, not after the death of Leona Ash.
• The petition appears to substantially lack foundation, however petitioner alleges that the appropriate foundational evidence (a copy of the Leona J. Ash Trust, notices of changes of trustee) have not been and cannot be located.
      o    What efforts did the petitioner make to locate any of the missing documents? 
      o    What was the Trustor’s last known residence, and when did petitioner search it for the records? See petition paragraph 2.
      o    Did the petitioner search through the records of either Betty Castro or Michele Janson? 
      o    Did petitioner attempt contact with the notary who acknowledged the Quitclaim Deed recorded by Leona Ash on 09/18/1997 (the same date of her purported Trust)? See Exhibit 2.
      o    Did petitioner attempt contact with the notary who acknowledged the Affidavit of Death of Trustee recorded by Michele Janson on 12/24/24? See Exhibit 3.
• Exhibit 3, the Affidavit of Death of Trustee recorded by Michele Janson in 2025, and Exhibit 1, the Quitclaim Deed by which petitioner alleges the successor Trustee Michele Janson transferred title from the Trust to herself as an individual, are the sole evidence offered that Michele Janson is a rightful beneficiary of the Leona I. Ash Trust, that either Betty Castro or Michele Janson were successor Trustees, and that Michele Janson had authority to convey the real property to herself. Unfortunately, those documents contain discrepancies that complicate an already clouded title issue: 
      o    Exhibit 3, the Affidavit of Death of Trustee, identifies Michele Janson and Betty Castro as the Trustors who executed the Leona I. Ash Trust and any Amendments thereto, rather than Leona I. Ash. 
      o    The notary acknowledgement on page 2 of Exhibit 1, the Quitclaim Deed, has a section crossed out, indicating that someone, either the notary or Michele Janson herself, struck out language identifying Michele Janson as the successor Trustee of the Leona I. Ash Trust.
Recommend court set deadline for curing of defects or case may be dismissed.
Appearance by counsel required (by VCourt if preferred).

PR-26-000489 ESTATE OF LOUISE ELAINE SPAMAN-WILLIAMS, AKA LOUISE ELAINE WILLIAMS, LOUISE WILLIAMS
Hearing on Spousal Property Petition continued from 07/14/26:
Supplement file-marked 07/15/26 addressed the prior Probate Notes. 
Submitted to court for determination.
Appearance by counsel required (by VCourt if preferred).

PR-25-000336 ESTATE OF RICHARD DOUGLAS GARFIELD
Hearing on Petition for Settlement of First and Final Account and Final Distribution; Waiver of Accounting; Allowance of Compensation to Administrator and Attorney:
• An amended creditor's claim was filed on 09/24/26 after expiration of the creditor claim period and after filing of the petition for final distribution. The amended claim reflects an increased amount based on what appears to be accrued interest. Please clarify the status and disposition of the amended claim, whether the increase is authorized under Probate Code § 9104, and effect, if any, on proposed distribution.
      o    If the proposed disposition is affected, a new order will be required.
Recommend continuance to 11/20/26 to allow time to address the above issue.
Appearance not required (by VCourt if preferred).

PR-26-000815 MATTER OF THOMAS AND PATRICIA BEARD LIVING TRUST
Hearing on Petition to Compel Accounting and Production of Information and Documentation:
Need proposed Order.
A “Response” was filed, by the Trustee. The Response was not titled Objection/Opposition, nor does the contents appear to include opposition. An accounting was attached to the Response, and the Response includes a request that the court consider the accounting; allow ninety (90) days from entry of its order to “file and furnish the supplemental accounting and produce the remaining requested Company records, in place of the proposed thirty-day and ten-day deadlines”; and grant such other relief as is just and proper.
•    Recommend court consider setting a deadline for objection; recommend court instruct Trustee to file a Petition for Approval of Accounting with the Accounting attached if he seeks the court’s approval of the accounting, as the request must be set for noticed hearing and the court filing fee paid purs. to the County Fee Schedule.
Hearing required.
Appearance by counsel required (by VCourt if preferred).

PR-26-000927 ESTATE OF DANIEL N. LOURENCO, AKA DANIEL NUNES LOURENCO
Hearing on Spousal Property Petition:
• Related items 1b and 7b do not agree. Item 7b reflects that the petitioner has requested a court order confirming property belonging to the surviving spouse, but the actual request for that order, item 1b, was not checked.
• Petition item 9 omitted relationship.
• Declaration file-marked 09/04/26, which addressed item 7 (ought to have been attached to the petition as Attachment 7):
      o    Does not appear complete: addressed only the real property but not the vehicles, the household furnishings, or the financial account.
      o    Was signed by only one of the petitioners. See CRC rule 7.103.
      o    Verification appears incomplete: verification is more than a perjury statement.
      o    Exhibits A (copy of recorded Grant Deed) and B (copy of death certificate) were not attached. 
• Please file a copy of the Letters of Administration or Letters Testamentary for the estate of the decedent’s surviving spouse.
• Please explain the inclusion of separate property in this petition (see Attachment 7a, item B.: decedent’s retirement account). Separate property is not typically subject to a PrC§13650 proceeding. Submit to court whether to require points and authorities.
      o    Did the decedent complete a beneficiary designation with Vanguard?
Recommend continuance to 11/20/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-26-000952 ESTATE OF MONICA MELENDEZ
Hearing on Petition for Letters of Administration:
Requested bond of $233,344.00 appears adequate based on estimated value of estate alleged in the petition.
•    Affidavit of publication not on file at time of review. See Local Rule 8.12.
Recommend continuance to 11/20/26 to allow time to cure defect.
Appearance not required (by VCourt if preferred).
 

ADD ON: 

PR-24-001088 ESTATE OF JOHN C. TOWNER, AKA JOHN CLIFFORD TOWNER, AKA JOHN C. TOWNER, JR. AKA JACK TOWNER, AKA JAMES TOWNER
Hearing on Ex Parte Application for Order Shortening Time and Setting Hearing on Verified Petition for Preliminary Distribution; Interim Allowance and Payment of Extraordinary Attorney Compensation; Reimbursement of Advanced Costs and Related Relief:
Appearances required (by VCourt if preferred).
 

THURSDAY, OCTOBER 08, 2026

Department 22
8:30 a.m.

PR-19-001293 MATTER OF WALTER LEROY WELKER JR. SPECIAL NEEDS TRUST
Account Review Hearing:
Fourth Account and Report has been filed and set for hearing 12/15/26.
Hearing of 12/15/26 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-21-000536 ESTATE OF JESUS PLANCARTE-BOCANEGRA AKA JESUS PLANCARTE BOCANEGRA
(1)    Order to Show Cause issued 07/07/26 to Administrator, Dino Plancarte:
To appear and show cause for failure to appear on 07/07/26 and failure to file pleadings as the court had directed.

(2)    Account Review Hearing continued from 03/03/26, 07/07/26:
On 03/03/26 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. 
Appearance by Administrator (self-represented) required (by VCourt if preferred).

PR-22-001282 ESTATE OF HARRY P. BELLETTO
Account Review Hearing:
PrC §12200 Status Report filed and set for hearing 11/03/26. 
Hearing of 11/03/26 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-24-000245 ESTATE OF MARCOS RODRIGUEZ, AKA MARCOS RODRIGUEZ SEGURA
Account Review Hearing continued from 07/08/26:
The court’s file reflects that this estate has been ready to close for nearly twelve months. The court granted the personal representative time to prepare and file the Petition for Final Distribution on 12/17/25 when it allowed the estate to remain open and set an Account Review Hearing on 07//08/26. On 07/08/26, the court heard from counsel that the Petition for Final Distribution was in process, and the court granted a further extension of sixty days.
Recommend court issue an order compelling the personal representative to file the Petition for Final Distribution within thirty (30) days.
Recommend court issue Order to Show Cause to the personal representative to appear at the next hearing and show cause why the court should not impose a surcharge, (either a lump sum or a certain amount per day for every day after the deadline the Petition is not filed), and should not suspend or remove the personal representative from office and appoint a successor.
Appearance by Administrator and Administrator’s counsel required (by VCourt if preferred).

PR-24-000475 ESTATE OF RAUL ARRIAGA ZAMORA, AKA RAUL ZAMORA SR., RAUL ZAMORA, RAUL A. ZAMORA
Account Review Hearing continued from 07/08/26:
A Second PrC§12200 Status Report has been filed, late, and set for hearing 11/10/26.
Hearing of 11/10/26 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-24-000994 ESTATE OF WILLIAM HENRY MARTIN, AKA WILLIAM H. MARTIN 
(1)    Order to Show Cause issued 07/07/26 to Administrator, Katie Peterson:
To appear and show cause why the Court should not remove from office and issue possible surcharge for failure to appear on 07/07/26 and failure to file pleadings as the court had directed.

Account Review Hearing continued 02/25/26, 07/07/26:
On 02/25/26 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. 
Appearance by Administrator (self-represented) required (Anyone appearing may do so in person or remotely, by telephone using VCourt).

PR-25-000217 ESTATE OF CARL. N. HELTON
Hearing on Amended Petition (file-marked 02/26/26) for Partition of Real Property [partition by sale] continued from 12/10/25, 03/04/26, 07/07/26:
Notice of recorded notice of pendency of action on file, as required by CCP§872.250(c).
Proof of summons on file for Respondents named in the amended petition.
Declaration in Opposition filed – 08/19/26, by Paul Helton. 
A Second Amended Declaration in Opposition filed – 10/01/26, by Paul Helton. No proof of service was attached or filed separately.
Hearing required.
Appearance by petitioner’s counsel and by objector (self-represented) required (by VCourt if preferred).

PR-25-000234 ROBERT A. COCKAYNE REVOCABLE TRUST
Hearing on Petition to Invalidate Trust Based on Undue Influence and Lack of Capacity; Damages for Elder Abuse; Finding Beneficiaries Predeceased Under Probate Code §259 and Attorney’s Fees continued from 07/30/25, 09/25/25, 01/27/26, 06/11/26:
Prior defects cured. Notice has been perfected.
Objection filed 11/04/25 (by Jennifer M. Deguara)
•    Proposed Order not yet submitted.
On 06/11/26, the court directed parties to file either a joint or separate status report(s) within 10 days of next hearing.  
Petitioner’s Status Report not on file at time of review.
Respondent’s Status Report is on file and requests the matter be set for trial (2 day estimate).
Hearing required.
Appearances by counsel and objector’s counsel required (by VCourt if preferred).

PR-26-000073 MATTER OF DONALD AND MARY ANN MCBRIDE LIVING TRUST, AKA TRUST OF MARY ANN MCBRIDE   
Hearing on Motion to Compel Further Responses to Petitioner’s First Set of Requests for Production of Documents continued from 08/25/26, 08/26/26:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…

Hearing on Motion to Compel Further Responses to Petitioner’s First Set of Special Interrogatories continued from 08/26/26:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…

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 continued from 07/09/26:
Prior Notes remain:
• 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.

On 07/09/26, the court ordered petitioner to conduct an heir search to identify and locate the decedent’s surviving intestate heirs to the nearest degree of kinship pursuant to PrC§6402. Status Report file–marked 10/06/26 provides update on heirs; heirs have been identified and located, and petitioner asks for time to serve them with notice.
• Proof of service filed separately reflects service on objector’s attorney but not on the objectors themselves. Recommend court admonish both petitioner and objector that service and notice must be done on both client and counsel purs. PrC§1214.

Recommend court set deadline for defects to be cured. Recommend court order that failure to cure defects may result in removal of Special Administrator and appointment of the Public Administrator as Special Administrator, as well as a referral to the Public Administrator to file a petition for appointment as personal representative.

Opposition filed – 10/01/26, by Sonya Canyon and Eric Baccus. Proof of service reflects a copy was served on petitioner’s attorney but not on petitioner; service therefore appears incomplete. See PrC§1214.
• Recommend court admonish both petitioner and objector that service and notice must be done on both client and counsel purs. PrC§1214.

Appearance by petitioner’s counsel required (by VCourt if preferred).

PR-24-001338 ESTATE OF JOHN H. RIEN
Hearing on First and Final Report and Account of Executor and Petition for its Approval; Petition for Payment of Executor’s Statutory Commission and for Payment of Attorney’s Statutory Commission and Costs for Ordinary Services; Petition to Retain a Reserve for Payment of Taxes and Closing Expenses of the Estate; and Petition for Final Distribution:
•    There were three Creditor’s Claims filed in this matter which Report reflects were allowed in part and subsequently paid. Notice of withdrawal/Satisfactions have not been filed by those creditors. 
    o    Notice of Hearing not on file for above three claimants (Probate Code §§ 48, 9250, 11640, 11429; CRC 7.401).  If Notice of withdrawal/Satisfactions of Claims are filed, notice to those creditors will not be required.
•    Schedule of Proposed Distribution not included. The personal representative must specify what funds will remain on hand for distribution after compensation is paid and costs are reimbursed, and how much is to be distributed to each heir.  While this information was provided in the Report, a separate schedule is required pursuant to Probate Code section 1063(f) and Local Rule 8.83M.
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address the defect in the Petition.
Recommend continuance to 10/29/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-25-000720 ESTATE OF MAUD E. JENKINS, AKA MAUD E. ABLES, AKA MAUD ELIZABETH JENKINS, AKA MAUDY ABLES
Hearing on PrC§12200 Status Report of Administration:
Notice appears complete. 
Recommend court vacate the currently set 10/27/26 Account Review Hearing set a further Account Review Hearing 09/02/27.
Appearance not required (by VCourt if preferred).

PR-25-001242 ESTATE OF SHIRLEY KOELMANS 
Hearing on First and Final Report of Executor on Waiver of Account; Petition for Approval of Report; for Allowance of Compensation to Attorneys for Ordinary Services; for Reimbursement of Costs Advanced by Attorneys; and for Final Distribution:
Recommend approval of petition.
Recommend Discharge Review Hearing 04/29/27 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-26-000831 MATTER OF HAROLD ARTHUR CARTLIDGE AND BONETA KAREN CARTLIDGE 1996 TRUST
Hearing on Petition to Approve First Account and Report of Trustee and Final Distribution:
•    Please confirm that there was no third page of the 2021 Amendment to the Amendment and Restatement of the Trust attached as Exhibit C, as the three-page exhibit is numbered 1, 2, 4.
•    Please confirm that there are no pages missing from the February 2023 Amendment to the Amendment and Restatement of the Trust attached as Exhibit E, as the three-page exhibit is numbered 1, 5.
Objection filed – 10/01/26, by Cindy Marks.
Appearance by counsel required (by VCourt if preferred).

PR-26-000932 ESTATE OF LINDA RAE POLE
Hearing on Amended (file marked 10/07/26) Petition for Probate of Will and for Letters Testamentary:
Will is self-proving.
An amended Petition filed cured all defects except one:
•    Item 8 must include names as they are written in the Will; AKA’s may be used to identify the correct individuals.
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address these defects. Petitioner may consider supplementing petition to provide the missing information.
New Note:
•    Republication is necessary pursuant to CRC 7.53(a) as an Amended Petition was filed.
•    A new Notice of Petition to Administer Estate is necessary pursuant to CRC 7.53(a) as an Amended Petition was filed.
Appearance by petitioner (self-represented) is required (Anyone appearing may do so in person or remotely, by telephone using VCourt).
 

PR-26-000954 ESTATE OF JOHN LESLIE HARP, AKA JOHN L. HARP
Hearing on Petition for Letters of Administration:
Waivers of Bond on file for all intestate heirs.
Recommend approval of petition.
Recommend Inventory Review Hearing 04/07/27 pursuant to Local Rule 8.41B.
Appearance not required (by VCourt if preferred).

FRIDAY, OCTOBER 09, 2026

Department 22
8:30 a.m.

PR-25-000497 ESTATE OF FREDEVINDA MOTA CARRILLO, AKA FREDEVINDA M. CARILLO
Hearing on First and Final Account and Report of Administrator, and Petition for its Settlement, for Allowance of Statutory Attorneys Fees and Costs Advanced, and for Final Distribution of Estate continued from 09/10/26:
Prior Notes have been cured.
Recommend approval of Account and Petition as supplemented.
Recommend Discharge Review Hearing 04/29/27 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-26-000066 ESTATE OF PHILIP K. CHRISTENSEN, AKA PHILIP KIM CHRISTENSEN, AKA PHILIP CHRISTENSEN
Bond Review Hearing:
Supplemental Bond is on file.
Recommend court set Account Review Hearing for 05/12/27.
Appearance not required (by VCourt if preferred).
 

PR-26-000763 ESTATE OF TAMALA KAY DOLZADELLI
Hearing on Petition for Letters of Administration continued from 08/18/26, 09/18/26:
Prior Notes have been cured.
Recommend approval of Petition.
Recommend Inventory Review Hearing 04/08/27 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).
 

9:00 a.m.

PR-26-000239 ESTATE OF SHERWIN YATES RHINEHART
Short Cause Hearing for Prove-up of Lost Will:
Appearances mandatory.
Any person wishing to appear remotely must obtain the court’s permission to appear via VCourt by contacting the courtroom clerk.

MONDAY, OCTOBER 12, 2026
Department 22 
There are no decedent's estates or trusts on calendar

TUESDAY, OCTOBER 13, 2026

Department 22
8:30 a.m.

PR-23-001061 ESTATE OF MIO KAWAMURA REYNOLDS
Hearing on Order to Show Cause issued 07/14/26 to personal representative:
•    To appear and show cause why the court should not impose surcharge and remove her from office for neglecting the estate (Probate Code section 8502).
The personal representative was suspended on 07/14/26 purs. to PrC§8500, and the Public Administrator appointed as Special Administrator.
Recommend court direct the Public Administrator to file a petition for appointment as successor personal representative by a date certain and continue hearing on Order to Show Cause to trail.

Inventory Review Hearing continued from 11/21/24, 04/16/25, 08/27/25, 12/17/25, 03/06/26, 07/14/26:
Nothing has been filed in sixteen months. 
Recommend court inquire of the Public Administrator for status of this estate; recommend court direct the Public Administrator to prepare, serve, and file a Report.
•    Declaration of Public Administrator file-marked 10/07/26; proof of service neither attached nor filed separately.

Appearance by Administrator (self-represented) mandatory; by County Counsel required (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, 07/14/26:
On 11/05/25, the court directed that a PrC§12200 Status Report must be filed in 90 days if estate is not in a position to be closed. 
On 03/12/26, the court directed that a PrC§12200 Status Report must be filed in 60 days if estate is not in a position to be closed. 
07/14/26, the court directed that a PrC§12200 Status Report must be filed in 30 days 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-24-000927 ESTATE OF ALEJANDRO ROMERO ACEVEDO
Hearing on Order to Show Cause issued to personal representative on 07/15/26:
•    To appear and show cause why the court should not impose sanctions, surcharge, and/or remove the personal representative from office for neglecting to perform any act as personal representative (Probate Code section 8502).

Inventory Review Hearing continued from 03/11/26, 07/15/26:
Inventory and Appraisal file-marked 07/20/26. Form was not labeled as “Final” (see heading of page 1 of the document). Is this a Final Inventory and Appraisal?
Recommend court admonish the personal representative regarding the Probate Notes, court appearances, and next steps for estate administration. 

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

PR-24-000984 ESTATE OF JESSICA SHAW
Hearing on First and Final Report of Personal Representatives Petition for Final Distribution, Report of Administration; Waiver of Account and Ordinary Compensation continued from 03/18/26, 07/14/26:
Prior defects cured.
Recommend approval of petition as supplemented.
Recommend Discharge Review Hearing 04/29/27 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-25-000087 ESTATE OF LEO PAUL CICCARELLI, II
Inventory Review Hearing continued from 01/13/26, 07/14/26:
Final Inventory and Appraisal on file.
•    Attachment 2 is illegible. An Amended I&A appears required.
•    On 07/14/26, the court ordered the personal representative to file a PrC§12200 Status Report of Administration (with Notice pursuant to PrC§12201) within sixty days. Not on file.
Recommend court issue Order to Show Cause to Administrator and Administrator’s counsel to be personally present pursuant to PrC§12202:
    •    To show condition of estate and why estate cannot be distributed and closed;
    •    So that court may order Administrator to prepare and file a First Account Current at the court’s discretion pursuant to PrC§12202(b).
    •    Noncompliance may result in removal of personal representative from office (PrC§§12204, 8500).
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
Account Review Hearing:
Notes from prior hearing:
It appears a corrected Final I&A may be required: 
Attachment No. 1 (reflecting appraisals by the personal representative) includes a distribution from another decedent’s estate but includes the words “to be determined”. An anticipated distribution from either a trust or another decedent’s estate is an asset to be appraised by the Probate Referee and not the personal representative. Please see current Probate Referee Guide, available for download online.
None of the assets listed on Attachment 1 include cents; if the appraisals were exact, that is fine, but (just in case) rounding is not permitted in an I&A.
07/14/26, the court directed that a PrC§12200 Status Report must be filed in 60 days 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 Administrator and Administrator’s counsel required (by VCourt if preferred).

PR-25-000262 ESTATE OF DENNIS J. LOCKARD
(1)    Account Review Hearing continued from 07/07/26:
•    Neither Petition for Final Distribution nor PrC§12200 Status Report are on file at the time of review.  See Local Rule 8.82. 
In 07/07/26, the Court ordered personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 90 days if estate is not in a position to be closed.
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).

(2)    Hearing on First Amended for Determination of Real Property Interest and Return of Property; (PrC §850, 856) for Double Damages (PrC §859); to Impose Constructive Trust; for Breach of Fiduciary Duty; Unjust Enrichment; for Open Book Account; for Financial Elder Abuse (WIC §15610.30); and for Attorneys’ Fees and Costs (filed by Michael Lockard, for Lida Lockard) continued from 03/12/26, 07/07/26:
•    Notice of Hearing not on file for Amended Petition.
•    Proposed order not submitted.
On 03/12/26, parties were directed to meet and confer. If this matter is not settled, the Court will set a date certain for a response.
On 07/07/26, the court indicated possible trial setting at next hearing pending outcome of motions.
On 08/14/26 parties stipulated to resolve demurrer.
Hearing required.
Appearances 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 continued from 07/14/26:
SEE TENTATIVE RULINGS, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…

PR-25-001065 ESTATE OF RITA F. BURROWS, AKA RITA F. REISINGER, RITA BURROWS
Inventory Review Hearing continued from 07/08/26:
On 07/08/26, the court struck the Partial No. 1 Inventory and Appraisal file-marked 07/06/26, for being duplicative.
A Corrected Final Inventory and Appraisal was filed 08/03/26. Prior Notes for the original Final Inventory and Appraisal appear to have been addressed.
An Objection to Inventory and Appraisal was filed 09/14/26; Objection was not set for hearing by the clerk’s office purs. to PrC§8906, nor was a $60.00 filing fee paid purs. to GC§70657 (County Fee Schedule line 152). 
Reply to Objection filed – 10/06/26.
•    Proof of service attached to Reply and to the Declaration in support of the reply reflect a copy was served on the Objector’s counsel but not on the Objector themselves. See PrC§1214; service is incomplete.

Recommend court set a hearing on the Objection to Inventory and Appraisal on 10/27/26 at 8:30 a.m. and direct the filer to remit the $60.00 filing fee to the clerk’s office. Filer to give notice of hearing purs. to PrC§8906.
Recommend court set Account Review Hearing 05/20/2027 pursuant to Local Rule 8.82.
Appearance by counsel for Objector required, to receive the court’s order (by VCourt if preferred).

PR-26-000476 KENT A. AND CHERYL MONEY FAMILY TRUST
Hearing on Petition to Compel Trustee to Report Information to Beneficiary; to Compel Trustee to Account to Beneficiary; and to Instruct Trustee to Make Proper Allocations and Distributions of Trust Assets (filed by Dayna Nicole Money) continued from 07/07/26
On 06/04/26, the Court granted petitioner’s ex parte request to service summons by publication. Affidavit of publication is on file. 
Nothing filed since last hearing. Prior notes remain:
•    It appears all pages of the Trust may not have been attached to the Petition (starts at page 2-1).  
•    Proposed order not yet submitted.
On 07/07/26, the Court ordered petitioner to file supplement with the entire trust and the supplement was directed to be served by publication, mail and by posting on the gate. Nothing yet filed.
Appearance required (by VCourt if preferred).

PR-26-000540 ESTATE OF CARLOS LOPEZ
Hearing on Spousal Property Petition (filed by Diana Lynn Valdez-Lopez) continued from 07/08/26
Response and Objection filed – 06/25/26 (by Trinidad E. Lopez, Jose Lopez, Tonya A. Lynch, Christina Michelle Oranday, Carlos Michael Lopez)
Response to Objections filed – 08/21/26 (by Diana Lynn Valdez-Lopez)
On 07/08/26, the court directed parties to meet and confer with Trinidad E. Lopez agreeing to be the contact person for counsel to communicate with. Ms. Lopez was directed to give Carlos Michael Lopez notice of next hearing and he was directed to appear at the 10/13/26 hearing.  Proof of notice to Mr. Lopez not on file.
Need status of meet and confer.
Appearance by petitioner’s counsel and Objectors (self-represented) required (by VCourt if preferred).

PR-25-000140 ESTATE OF WILLIAM DONALD FILIPPINI, AKA DONALD FILIPPINI
Hearing on Second PrC§12200 Status Report: 
•    The Status Report does not state how much time is estimated before the estate will be ready to close (required purs. to PrC§12200). 
•    Report was not verified by the personal representative. An attorney cannot verify a pleading for a fiduciary.  Please see CRC rule 7.103(c).
•    Notice of Hearing not yet on file (see PrC§12201).
Recommend court order personal representative to cure defects and 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 02/10/27 to allow time for notice.
Appearance not required (by VCourt if preferred).

PR-25-001207 ESTATE OF CAROL ANN FORREST, AKA CAROL ANN BECKHART, CAROL ANNE FORREST, CAROL ANNE BECKHART
Hearing on Report of Administrator on Waiver of Account and Petition for Allowance of Statutory Compensation to Attorney for Ordinary Services, for Costs of Administration and for Final Distribution:
Recommend approval of Report and Petition.
Recommend court vacate Account Review Hearing of 03/09/27.
Recommend Discharge Review Hearing 04/29/27 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-25-001341 ESTATE OF BARBARA HELEN PETERSON, AKA BARBARA H. PETERSON, BARBARA PETERSON
Hearing on Waiver of Accounting, Report of Executor and Petition for Final Distribution; Waiver of Compensation by Executor; for Allowance of Compensation to Attorney for Ordinary Services and for Final Distribution:
Exhibit A and Exhibit B were omitted.
Need schedule calculating gains/losses on sales pursuant to Local Rule 8.65 B 4, CRC rule 7.550(b).
Recommend court vacate Account Review Hearing of 04/06/27.
Recommend continuance to 12/04/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-26-000834 CARLA A. ZEPEDA LIVING TRUST
Hearing on Petition for Order Determining Title to Assets [PrC §17200.1; 850(a)(3)(b)]
•    Notice of Hearing, Form DE-115, not on file.
•    Proposed order not yet submitted.
Recommend continuance to 02/10/27 to perfect notice.
Appearance not required (by VCourt if preferred).

PR-26-000941 ESTATE OF RAMON ALVAREZ
Hearing on Spousal Property Petition:
If no one appears to object, recommend approval of petition.
Appearance not required (by VCourt if preferred).

PR-26-000966 ESTATE OF JUAN MANUEL GUTIERREZ, AKA JUAN M. GUTIERREZ
Letters of Special Administration expire today unless extended.
Hearing on Petition for Letters of Administration:
Requested bond of $200,000.00 appears adequate based on estimated value of estate alleged in the petition.
•    Affidavit of publication not on file. See Local Rule 8.12.
•    Please clarify if decedent’s predeceased intestate heir has any issue.
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to provide the Court with this information.
Recommend continuance to 12/04/26 to cure defects.
Appearance not required (by VCourt if preferred).

PR-26-000978 ESTATE OF JULIA KAY DI FRANCIA, AKA JULIA DI FRANCIA
Hearing on Petition for Letters of Administration:
Waivers of bond on file for all intestate heirs
•    Affidavit of publication not on file. See Local Rule 8.12.
Recommend continuance to 12/04/26 to cure defects.
Appearance not required (by VCourt if preferred).

WEDNESDAY, OCTOBER 14, 2026

Department 21
8:30 a.m.

PR-25-001255 MATTER OF JOHN SEARS TRUST
Hearing on Petition for Order Confirming Trust Assets continued from 03/11/26, 07/16/26:
Opposition filed – 09/18/26. 
Reply to Opposition filed – 10/01/26.
Appearance by counsel required (by VCourt if preferred).

Department 22
8:30 a.m.

PR-22-001064 ESTATE OF CLARA CONSTANCE NUNES, AKA CLARA C. NUNES
(1)    Hearing on Petition for Probate of Will and for Letters Testamentary (filed by Richard James Perry) continued from 08/12/26:
This is a petition for appointment of a successor Administrator.  The personal representative, Rickie James Perry, was suspended on 07/07/26 and Public Administrator has been appointed as Special Administrator.
Nothing filed since last hearing. Prior notes remain:
The following defects must be addressed in the Petition (DE-111):
•    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 must reflect dates of death of any heirs who are deceased.
•    Item 8 omitted two of the beneficiaries recited in the Will; Specifically: Christine Perry and Haven Women’s Center.
•    Declination of named co-executor not attached nor on file. See Local Rule 8.18.
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address these defects.
Petitioner may consider supplementing petition to provide the missing information.
Judicial Council forms are available for download here: https://www.stanislaus.courts.ca.gov/forms-filing/common-forms-packets 
Declarations may be written on Judicial Council Form MC-030 Declaration or on pleading paper. 
Proof of Service is Form POS-030.

The following defects must be addressed in the Court’s file:
•    Notice of Petition to Administer Estate, Form DE-121, (file marked 07/13/26) omitted notice to:
    o    State Attorney General (PrC§§8111, 1209).
    o    Women’s Haven Center. See PrC §15804.
    o    Tina Van Doren.
•    Form DE-140, Proposed Order, not submitted.
•    Form DE-150, Letters, not submitted.

(2)    Hearing on Petition for Final Distribution, Settlement of First and Final Account, Report of Administration, Allowance of Compensation of Personal Representative and Allowance of Attorney’s Fees, Extraordinary Fees and Costs continued from 08/28/25, 10/22/25. 07/07/26:
Prior defects cured. 
•    Notice of Hearing not on file for Executor’s former attorney [CRC rule 7.704(b)].
Objection filed 09/18/25 (by Richard James Perry)
On 07/07/26, a court trial was heard on the contested accounting. The court suspended the personal representative due to real concerns of his actions and as a result indicated it will not approve the Petition for Final Distribution at that time.
Prior note for reference:
Recommend court inquire how repayment of funds to the estate will be accomplished and direct the personal representative to produce documentation of how the estate will be made whole.

(3)    Hearing on Petition for Clarification of Executor’s Actions (filed marked 06/14/24 – filed by Richard J. Perry) continued from 08/14/24, 10/08/24, 01/30/25, 06/11/25:
On 08/14/24, the Court deemed this a Petition to Remove the Personal Representative for Failure to Timely Act, Misappropriation of Assets and Bias Against the Beneficiary:
Notice has been perfected.

On 07/07/26, the Court directed Public Administrator to file a noticed Petition for appointment. 
Need status.
Hearing required.
Appearances by objector (self-represented) and personal representative’s counsel required (by VCourt if preferred).

PR-25-000431 ESTATE OF JOHN W. FATTALINI, JR.
Account Review Hearing:
See Local Rule 8.82. Neither Petition for Final Distribution nor PrC§12200 Status Report are on file.
Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 90 days if estate is not in a position to be closed.
Recommend continuance to 02/10/27 to allow time for filing of above pleadings. If neither pleading is on file by the next hearing date, the court may issue an order to show cause for personal representative to appear pursuant to PrC§12202.
Appearance not required (by VCourt if preferred).

PR-25-000474 ESTATE OF ALBERTA TRACY
Hearing on Amended (file marked 10/02/26) First and Final Report of Administrator on Waiver of Account and Petition for Allowance of Statutory Compensation to Attorney and for Final Distribution continued from 07/09/26:
Objection filed – 05/19/26 by Probate Advance LLC.  A Notice of Withdrawal of Objection to Petition for Final Distribution filed – 07/15/26.
The following must be addressed in the Amended Petition:
•    Petitioner’s pleadings titled Declaration and Supplement to Petition for Distribution (file marked 10/02/26) and Summary of Account file marked 10/05/26) cured the below defects but these pleadings were defective as they were not verified by personal representative.
o    List and description of the costs of administration was omitted (see Local Rules 8.69, 8.83K).
o    It appears that there is insufficient liquidity in the estate to pay attorney’s compensation and costs. Please clarify how fees will be paid.
o    It appears that there is insufficient liquidity in the estate to distribute cash to assignees. Please clarify how fees will be paid.
Defect not cured. Prior note remains:
•    Please provide a Schedule for Distribution, including legal description of the real property. See Local Rule 8.65.
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 on the Amended Petition is defective: untimely.
Recommend continuance to 12/18/26 to allow time to cure defects.
Appearances not required (by VCourt if preferred).

PR-25-001210 M 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.
REVIEW IN PROGRESS. PLEASE CHECK BACK.

PR-26-000054 ESTATE OF MARY LOUISE DOMINGUEZ
(1)    Order to Show Cause issued 07/09/26 to Maria Isabel Maldonado:
To appear and show cause why Court should not issue possible sanctions and possible dismissal for failure to appear at the 07/09/26 hearing and failure to cure defects.

(2)    Hearing on Petition for Letters of Administration continued from 02/25/26, 07/09/26:
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

If Petitioner does not appear, recommend court dismiss petition.
Appearance by petitioner (self-represented) required (Anyone appearing may do so in person, or remotely, by telephone, using VCourt).

PR-26-000450 ESTATE OF VICTOR MANUEL ESCOBAR, JR.
(1)    Order to Show Cause issued 07/14/26 to Sophia Marie Escobar:
To appear and show cause why Court should not issue possible sanctions in the amount of $300.00 and possible dismissal for failure to appear at the 07/14/26 hearing.

(2)    Hearing on Petition for Letters of Administration continued from 07/14/26:
Nothing filed since last hearing. Prior notes remain:
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
If Petitioner does not appear, recommend court dismiss petition.
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-26-000552 ESTATE OF BONNIE LEE WISE
(1)    Order to Show Cause issued on 07/09/26 to Randy Breault:
The Order to Show Cause will be discharged pursuant to the court’s directive that if a dismissal is filed, the OSC will be discharged.

(2)    Hearing on Amended (file marked 07/09/26) Petition for Letters of Administration (filed by Michele Wise) continued from 07/09/26:

The following defects must be addressed in the Amended Petition (Form DE-111): 
•    Caption box and Item 2c was not completed (requesting either full or limited authority to administer this estate under the Independent Administration of Estates Act).
•    Item 3a reflects date of death as 05/13/2808. Please clarify.
See California Rules of Court rules 7.3 and 7.53 regarding the types of forms that may be used to address these defects.
•    Waivers of bond [Form DE-142/DE-111(A-3e)] not on file for all intestate heirs (see Probate Code section 6401). Bond may be required. Maximum bond would be $115,000.00.
Appearance by petitioners (self-represented) required (Anyone appearing may do so in person, or remotely, by telephone, using VCourt).

PR-26-000582 ESTATE OF ADRIAN SOLORIO MENDOZA
Hearing on Petition for Letters of Administration:
REVIEW IN PROGRESS. PLEASE CHECK BACK.

PR-26-000921 ESTATE OF EVELYN MARTIN, AKA EVELYN FAYE MARTIN, EVELYN MARTIN                                  
Hearing on Petition for Letters of Administration continued from 09/24/26:
Notice on file for the Public Administrator, as the court ordered on 09/24/26.
New Note: A copy of the heir search results not yet on file; Attachment 3d attached to the petition reflected that the petitioner obtained a mailing address for the decedent’s sole heir, whose location was unknown to the petitioner, via Lexis-Nexis and a genealogical search service. On 09/24/26, the court ordered a copy of the genealogical search service results be filed with the court.
Recommend continuance to 12/18/26.
Appearance not required (by VCourt if preferred).

PR-20-000290 SABRION OKIS BUSH SPECIAL NEEDS TRUST
Hearing on Third Account and Report of Trustee and Petition for its Approval; for Approval of Accounting; and for Approval of Trustee’s Fees and Attorney’s Fees and Costs Advanced:
REVIEW IN PROGRESS. PLEASE CHECK BACK.

PR-22-001206 ESTATE OF DEBR BRITT
Hearing on Motion to be Relieved as Counsel of Record filed by Administrator’s counsel, Lance Armo, Esq.:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…

PR-23-001288 ESTATE OF JENEVIEVE ANN KENOYER, AKA JENEVIEVE A. KENOYER
Hearing on First and Final Report of Executor on Waiver of Account; for Allowance of Compensation to Executor’s Attorneys for Ordinary Services; for Reimbursement of Costs Advanced; and Petition for Final Distribution:
•    Beneficiary of estate is a Trust; Trustee has waived an Accounting; Written acceptance of Trust by Trustee not on file [PrC§10954(b)(4)].
•    Schedule of Proposed Distribution not included, which is required even when accounting is waived. See Local Rules 8.69 and 8.83M.
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address these defects.
Recommend continuance to 12/10/26 to coincide with previously set Account Review Hearing and allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-23-001293 ESTATE OF FRANK LANCE COHEN
Hearing on Objection to Petitioner’s Inventory and Appraisal and “Proposed Final/ Corrected Inventory and Appraisal [sic]:
•    Filing fee of $60.00 was not paid; recommend court order filer to pay a $60.00 filing fee or submit a Fee Waiver to the clerk’s office within ten (10) days, purs. to Government Code §70657.
•    The dates of the Objector’s signature and verification were not included, presuming that she did in fact sign and execute the verification and that, if not done electronically, the filer is maintaining the original bearing her signature(s) purs. to CRC rule 2.257(b).
•    Exhibit B is a copy of a document filed in case PR-23-001294; a copy of the document described as Exhibit B in the body of the pleading was not attached (page 2, line 24).
•    Form DE-120, Notice of Hearing, not on file. See PrC§8906(c).
•    Subject to court’s determination once other defects are cured: a PrC§8906 Objection does not appear to be the appropriate mechanism to present this argument/position to the court.
    o    PrC§8906 is the statutory process by which one objects to the appraisal, that is to say, the valuation, of an asset or assets. Objector specifically opposes not the appraisal value of any asset, but the inclusion of a particular asset in the inventory of this estate, e.g. the scheduling of assets, arguing that the asset belongs not to this estate but rather to a Trust. Please see Probate Code section 850 (determining title to property claimed to belong to decedent or another person).
Recommend continuance to 11/04/26 to allow time for perfection of notice and payment of court costs by Objector.
Appearance not required (by VCourt if preferred).

PR-23-001294 ESTATE OF MARY ELLA COHEN ESTATE OF MARY ELLA COHEN
Hearing on Objection to Inventory and Appraisal and “Proposed Partial Final/ Corrected Inventory and Appraisal [sic]:
•    Filing fee of $60.00 was not paid; recommend court order filer to pay a $60.00 filing fee or submit a Fee Waiver to the clerk’s office within ten (10) days, purs. to Government Code §70657.
•    Form DE-120, Notice of Hearing, not on file. See PrC§8906(c).
•    Subject to court’s determination once other defects are cured; a PrC§8906: Objection does not appear to be the appropriate mechanism to present this argument/position to the court.
    o    PrC§8906 is the statutory process by which one objects to the appraisal, that is to say, the valuation, of an asset or assets. Objector specifically opposes not the appraisal value of any asset, but the inclusion of a particular asset in the inventory of this estate, e.g. the scheduling of assets, arguing that the asset belongs not to this estate but rather to a Trust. Please see Probate Code section 850 (determining title to property claimed to belong to decedent or another person).
Recommend continuance to 11/04/26 to allow time for perfection of notice and payment of court costs by Objector.
Appearance not required (by VCourt if preferred).
 

PR-25-000593 ESTATE OF KELSY JEE HEE RAMOS, AKA KELSY RAMOS, KELSY JEE RAMOS, KELSY J. RAMOS
Hearing on PrC§12200 Status Report of Administration:
Recommend court allow estate to remain open and set a further Account Review Hearing 09/09/27.
Appearance not required (by VCourt if preferred).

PR-26-000068 ESTATE OF FRANKLIN ORVIS CRAMER
Hearing on Petition for Final Distribution, Final Report of Administration; Settlement of Estate, Allowance of Attorneys Fees, Waiver of Account:
•    Schedule of Proposed Distribution not included, which is required even when accounting is waived. See Local Rules 8.69 and 8.83M.
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address these defects.
Recommend continuance to 10/30/26 to allow time to cure defect.
Appearance not required (by VCourt if preferred).

PR-26-000950 ESTATE OF KIM WING SHIU
Hearing on Spousal Property Petition:
If no one appears to object, Recommend approval of Petition.
Appearance not required (by VCourt if preferred).

PR-26-000960 ESTATE OF MICHAEL MCDUFFY
Hearing on Petition to Determine Succession to Real Property:
•    Petition, Form DE-310, was revised 04/01/25. Please amend petition to submit on revised form. 
    o    New notice will be required if petition is amended.
•    Item 9a(3) or (4) incomplete (existence of registered partner).
•    Attachment 11 omitted statement including facts showing the property was decedent’s primary residence in California [see petition item 11(2)].
•    Copy of recorded grant deed showing current title was not attached or provided on separate pleading. See Local Rule 8.99. 
•    Attached to the petition as Attachment 11 is a copy of a recorded Affidavit of Death of Joint Tenant; the Affidavit does not satisfy one of the prongs of item 11. Attachment 11 must include 1) the legal description and assessor’s parcel number of the real property; and 2) a statement of decedent’s interest (including facts that show it was the decedent’s primary residence in California).
•    Inventory and Appraisal recites decedent’s interest in the property as 33/13%. Attachment 11 of the petition recites decedent’s interest is 50%. 50% interest is consistent with the petitioners’ request that ¼ interest pass to each petitioner.  Please clarify the discrepancy.
Recommend continuance to 02/04/27 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-26-000975 ESTATE OF ALICIA MILLER
Hearing on Petition for Letters of Administration:
Affidavit of publication not on file. See Local Rule 8.12.
Recommend continuance to 12/04/26 to allow time to cure defect.
Appearance not required (by VCourt if preferred).

THURSDAY, OCTOBER 15, 2026

Department 21
9:30 a.m.

PR-26-000339 MATTER OF MATTHEW T. COLE IRREVOCABLE TRUST
1.    Hearing on Amended Petition (file-marked 08/04/26) for (1) Immediate Suspension and Permanent Removal of Successor Co-Trustees Alice Pedretti and Stephen Cole; (2) Appointment of an Independent Professional Fiduciary as Successor Trustee on Interim and Permanent Basis; (3) Accounting; (4) Surcharge; (5) Financial Abuse of a Dependent Adult; (6) Breach of Fiduciary Duty; (7) Constructive Fraud; and (8) Recovery of Property and Double Damages continued from 05/19/26, 09/03/26:
Notice appears complete.

2. Review Hearing on Appointment of Interim Trustee:
On 09/24/26, the court appointed Monica Ramos, CLPF, as interim Trustee. Proof of surety not yet on file; bond was set at $2,500,000.00.

Appearance required (by VCourt if preferred).

Department 22
8:30 a.m.

PR-23-000659 ESTATE OF ENRIQUE GARCIA BENAVIDES, AKA HENRY BENAVIDES
Hearing on Order to Show Cause issued to personal representative on 02/11/26 and continued from 04/16/26:
•    To appear and show cause why court should not impose surcharge and/or remove the suspended personal representative from office for “neglecting the estate”. See PrC§§8500, 8502.

Hearing on First and Final Report of Personal Representative on Waiver of Account and Petition for its Settlement, for Allowance of Compensation for Ordinary Services, and for Final Distribution continued from 04/08/25, 06/13/25, 10/21/25, 02/11/26:
Recommend court direct the suspended personal representative to amend this pleading to be a First Account Current and give notice of hearing thereon purs. to CRC rule 7.53.
Need status of estate from Public Guardian.

Appearance by the suspended personal representative and her counsel mandatory; appearance by County Counsel required (by VCourt if preferred).

PR-23-001109 ESTATE OF DOROTHY LOYD
Hearing on Order to Show Cause issued 07/22/26 to Executor:
•    To appear and show cause why surcharge should not be imposed, or the Executor removed from office, for failure to appear on 07/22/26, and for failure to cure defects. See PrC§§8500, 8502.

Hearing on Order to Show Cause issued 07/22/26 to Executor’s counsel:
•    To appear and show cause why sanctions should not be imposed for failure to appear on 07/22/26, and for failure to cure defects.

Hearing on Petition for Approval of First and Final Accounting and Distribution on Waiver of Account; for Statutory Fees; and for Discharge continued from 03/17/26, 07/22/26:
Nothing filed since this pleading was field on 01/12/26. Prior Notes remain:
•    Notice of Hearing not on file (PrC §§ 10830, 11000, 11601).
•    Proposed Order not yet submitted.
•    Waivers of Accounting not on file. Please ensure that the waivers bear a notary’s acknowledgement (Local Rule 8.69); Waivers must be filed separately (PrC§10954).
•    The petition reflects an accounting was waived, although waivers have not been filed yet. The title of the pleading and the Notice of Hearing thereon did not include “Report of Administration” as required by PrC§10954(c). 
•    Petition paragraph 5 does not appear complete pursuant to Local Rule 8.82 F. Please be specific (is or has previously been confined, and to the knowledge of the personal representative or her counsel). See also PrC§§9202(b) and 216.
•    Petition paragraph 8 describes that the personal representative made two preliminary distributions of under $10,000.00 each. 
o    The report does not reflect if the personal representative served Notices of Proposed Action for those distributions. See PrC§10520. 
o    The report does not state the specific date on which the distributions were made, or whether the distributions included interest if paid more than twelve months after the decedent’s death. See PrC§§12000, 12003. See also PrC§1063(e).
•    Petition paragraph 20 appears to contain a mathematical error. The total of the costs listed appears to be $1,599.24. This may also impact the prayer and proposed distribution.
•    The attorney’s signature was dated 2021, before Letters were issued. The executor’s signature was dated 2024. This pleading appears overly stale. Original recommendation from 03/17/26 had been that court direct executor to amend the petition to bring it current.

Recommend court suspend the Executor purs. to PrC§8500(b) and appoint the Public Administrator as Special Administrator to investigate the status of the estate; recommend court instruct the Public Administrator to prepare a Report of the status of the estate and serve it on the interested parties.
Upon receipt of the Report, the court may direct the Public Administrator to file a petition for appointment as successor, if no other qualified person seeks appointment.

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

PR-24-000358 ESTATE OF CHARLET GIVARGIS
(1)    Account Review Hearing continued from 02/18/26, 07/16/26:
Recommend court drop this hearing as PrC§ 12200 Status report has been filed.

(2)    Hearing on PrC§12200 Status Report of Administration:
On 07/16/26, the court ordered personal representative to file either a Petition for Final Distribution or PrC §12200 Status Report within 30 days. Submitted to Court’s determination: The status report was filed on 08/19/26 – 2 days after the deadline.
•    Notice of Hearing not yet on file (see PrC§12201) including creditors (PrC§48).
Appearance by counsel required (by VCourt if preferred).

PR-24-000558 ESTATE OF HOSSEIN MORAD ZANGANEH
(1)    Account Review Hearing continued from 01/08/26, 05/12/26, 07/15/26:
Recommend court drop this hearing as PrC§ 12200 Status report has been filed.

(2)    Hearing on PrC§12200 Status Report of Administration:
On 07/15/26, the Court deemed the pleading file-marked 06/24/26, titled Status Report for Hearing Re: Close of Estate, a PrC §12200 Status Report and directed the personal representative to pay the $140.00 balance of the required filing fee. Filing fee has been paid.
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). Verification not on file.
o    Notice of Hearing (file marked 09/28/26) omitted notice to one of the creditors who were served with Notice to Creditors; Specifically, Tri-Valley and the three creditors who have filed a claim. It appears the box is checked “continued on attachment” however, the attachment was not included.
Recommend court issue Order to Show Cause to personal representative and personal representative’s counsel to be personally present pursuant to PrC§12202:
•    To show condition of estate and why estate cannot be distributed and closed;
•    So that court may order Administrator to prepare and file a First Account Current at the court’s discretion pursuant to PrC§12202(b).
•    Noncompliance may result in removal of personal representative from office (PrC§§12204, 8500).
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.
Appearance by executor and executor’s counsel required (by VCourt if preferred).

PR-24-000825 ESTATE OF DORIS COETTA BELL, AKA DORIS COETTA RAMBO
Inventory Review Hearing continued from 10/03/25, 10/17/25, 04/15/26, 06/12/26, 07/22/26:
A Corrected Inventory and Appraisal was filed 06/11/26: form is labeled neither partial, final or supplemental. This must be corrected.
On 10/17/25, the court ordered all funds deposited in a blocked account. 
On 06/12/26, counsel informed the court that the personal representative closed the decedent’s bank accounts and that the bank issued a cashier’s check to the personal representative. Counsel also stated a blocked account would be opened and the cashier’s check would be deposited. 
On 07/29/26, as the court ordered, the personal representative and her counsel filed a Declaration (with proof of service) alleging the assets of the estate [issued check(s)] were in the possession of the attorney; as of 07/21/26, the checks had not been deposited as the personal representative was waiting for an “employer identification number” (EIN) to be issued by the Federal Internal Revenue Service (IRS).
Need status.
Appearance by personal representative and counsel required (by VCourt if preferred).

PR-25-000041 ESTATE OF ANGELA VELAZQUEZ DELAGRANDE, AKA ANGELA V. DELAGRANDE
Account Review Hearing:
Final Inventory and Appraisal on file. 
See Local Rule 8.82. Neither Petition for Final Distribution nor PrC§12200 Status Report are on file.
Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 90 days if estate is not in a position to be closed.
Recommend continuance to 03/02/27 to allow time for filing of above pleadings. If neither pleading is on file by the next hearing date, the court may issue an order to show cause for personal representative to appear pursuant to PrC§12202.
Appearance not required (by VCourt if preferred).

PR-25-000042 ESTATE OF AUGUSTINE L. DELAGRANDE JR., AKA AUGUSTINE DELAGRANDE JR.
Account Review Hearing:
See Local Rule 8.82. Neither Petition for Final Distribution nor PrC§12200 Status Report are on file.
Final Inventory and Appraisal on file. Current bond does not appear sufficient. Personal Representative did not file ex parte for increase of bond [PrC§8480(c), CRC 7.204].
Appearance by counsel required, to address bond (by VCourt if preferred).

PR-25-001190 ESTATE OF LINDA CAROLYN COLLINS
Inventory Review Hearing continued from 07/21/26:
Letters Issued 02/06/26.  Inventory and Appraisal due 06/06/26.
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-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:
An Ex Parte Application to Continue Hearing was submitted and recommend for approval.  
Hearing will be continued to 02/11/27.
No appearances.

PR-26-000600 ESTATE OF ROBERT P. DICK, AKA ROBERT PAUL DICK
Hearing on Petition for Letters of Administration continued from 07/23/26:
Supplement to Petition cured prior defects in the Petition.
New Note:
•    Proposed bond appears higher than is permitted by statute. See PrC§8482. The maximum bond would appear to be $738,119.58.
Prior notes remain:
The following are defects which must be addressed in the Court’s file:
•    Form DE-140, Proposed Order, not submitted.
•    Form DE-150, Letters, not submitted.
•    Form DE-121, Notice of Petition to Administer Estate, was adopted for mandatory use by the Judicial Council of California for giving notice of this type of petition; Form DE-121 is not on file. See PrC§8100 et seq. Form DE-120 may not be used for the purpose of giving notice of this petition.
Recommend the court direct the clerk’s office to update the court’s file to reflect the decedent’s name as Robert Paul Dick, aka Robert P. Dick.
Recommend continuance to 12/11/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-25-001221 ESTATE OF JOAN M. BOHL, AKA JOAN MARTHA BOHL, MARTHA JOAN RYBERG
Hearing on Petition for Final Distribution of Estate on Waivers of Accounting; First and Final Report of Administrator; for Allowance of Attorney and Administrator Statutory Fees and Costs:
Please be aware in future Notes that paragraph 5 the Report does not appear sufficiently detailed pursuant to PrC§9202(b) (knowledge of personal representative or estate attorney).
Attachment D (proposed distribution): Balance of cash remaining after payment of statutory compensation does not appear correct: Discrepancy is ($200.00). 
Proposed distributions of cash to each heir appear incorrect, related to the note above; the Examiner calculates a balance remaining for distribution (after payment of compensation) of $299,385.89, one-half of which is $149,692.94 / 5.
Recommend continuance to 12/11/26 to allow time to cure defect with schedule of proposed distribution. New Order needed.
Recommend court vacate Account Review Hearing of 03/09/27.
Appearance not required (by VCourt if preferred).

PR-26-000123 ESTATE OF BRUCE ALLEN BROWN, AKA BRUCE A. BROWN
Hearing on First and Final Account and Report of Executors Upon Waiver of Account and Petition for Settlement Thereof; for Allowance of Compensation for Ordinary Services; for Reimbursement of Costs Advanced; and for Final Distribution:
Recommend approval of Report and Petition.
Recommend Discharge Review Hearing 04/29/27 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-26-000872 THOMAS K. BEARD II FAMILY IRREVOCABLE TRUST DTD OCTOBER 31, 1970
Hearing on Co-Trustee, Ruth Ann Olssne and Catherine Peck’s, Petition for Instruction Related to Notification under Governing Shareholders’ Agreement and Distribution:
REVIEW IN PROGRESS. PLEASE CHECK BACK.

PR-26-000963 ESTATE OF PATRICIA VI RAY
Hearing on Petition for Letters of Administration:

Defects in the petition, Form DE-111:
•    Item 8 omitted the names and dates of death of the decedent’s late parents.
See California Rules of Court rules 7.3 and 7.53 for the types of pleadings petitioner may file to cure this defect.

Defects in the file:
•    Affidavit of publication not on file. See Local Rule 8.12.
•    Forms DE-140 and DE-150, Proposed Order and Letters, not submitted.

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

PR-26-000971 ESTATE OF JOEL D. COCKRELL, AKA JOEL DEAN COCKRELL
Hearing on Petition for Letters of Administration:
Recommend approval of petition.
Recommend Inventory Review Hearing 04/15/27 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).

FRIDAY, OCTOBER 16, 2026
Department 22
8:30 a.m.

PR-24-000821 ESTATE OF ALFONSO MIRANDA AYALA, AKA ALFONSO M. AYALA, ALFONSO AYALA
Hearing on PrC§12200 Status Report of Administration continued from 08/12/26, 09/11/26:
Nothing filed in five months. Prior Note remains:
Notice of Hearing not on file for interested party Violet B. See PrC§§12201, 1220.
Recommend court drop hearing on 12200 Status Report for lack of notice; recommend court issue Order to Show Cause to personal representative to appear purs. to PrC§12202, so that the court may order the personal representative to file either a First Account Current or Petition for Final Distribution.
Appearance by Administrator and Administrator’s counsel required (by VCourt if preferred).

PR-25-000299 ESTATE OF GARY JACKSON     
Hearing on Motion to be Relieved as Counsel continued from 09/29/26:
SEE TENTATIVE RULING, to be posted day prior to hearing at 
https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/… 

PR-26-000718 ESTATE OF LINDA KAY HUNTLEY
Hearing on Petition for Letters of Administration continued from 08/11/26, 09/15/26:
Requested bond of $180,000.00 appears adequate based on estimated value of estate alleged in the petition.
Defects cured.  One prior note remains:
•    Form DE-140, Proposed Order not yet submitted.
Recommend approval of petition.  
Recommend Inventory Review Hearing 04/15/27 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).

PR-26-000869 ESTATE OF JUDITH HARDIE
Hearing on Petition for Letters of Administration continued from 09/16/26:
Prior Notes have been cured.
•    Proposed Letters, Form DE-150, not yet submitted.
Recommend approval of petition, and proposed bond of $630,000.00.
Recommend Inventory Review Hearing 04/15/2027 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).