Probate Notes
Probate Examiner and Probate Notes
Questions regarding fees, forms or status of orders should be directed to the Probate Unit of The Superior Court of California, County of Stanislaus Clerk's Office at 209-530-3100 (option 6/option 4) between the hours of 8:15 a.m. - 3:00 p.m., Monday - Friday.
Probate Examiners, Anne Holsinger and Michelle Warren, may be reached at Probate.Examiner@stanct.org . Telephone calls can be directed to the Probate Unit as set forth above. Emails must have the case identification information and hearing time/date in the subject line. No attachments will be opened. The Probate Examiner can only respond to inquiries regarding the meaning of comments in the notes. Please do not email to notify that documents have been filed, to request a confirmation whether documents have been received, or to request the clearing of notes. No legal or procedural advice may be given by the Probate Examiner in response to your email.
- It is the goal of the Probate Examiner to have Probate Notes posted five (5) calendar days prior to the hearing.
- Defects described in the Probate Notes must be corrected prior to approval of the moving papers.
- If you are filing documents to cure technical defects, they should be filed NO LATER THAN FIVE COURT DAYS before the hearing. Later-filed documents might not be reviewed prior to the hearing and could result in a continuance of your case.
Probate Notes will be updated as needed when late-filed documents are reviewed. Please note: Late-filed documents that do not contain the hearing date in the caption require more time and effort to be matched to the files. This may result in an otherwise avoidable continuance.
Please Note: "Appearance not required (by VCourt if preferred)."
This language indicates that no one is required to appear at the hearing. Probate hearings are open to the public, however, and anyone who wishes to observe a proceeding may do so. Appearances in most cases may be made in person or remotely, by telephone, using VCourt. For more information on how to appear by VCourt, please see the section "Remote Telephonic Hearings" on the home page of this website.
Public Notices
POSTED OCTOBER 10, 2025
The proposed revisions to the Local Rules of Court which will take effect January 1, 2026 are now available for download. The public comment period will close November 17, 2025.
UPDATED SEPTEMBER 18, 2025; POSTED MARCH 5, 2025
Inventory and Appraisals: An Inventory and Appraisal must be filed in all decedent's estates, conservatorship, and guardianship matters by a date certain pursuant to statute. If the estate has no assets at all as of the date of the appraisal (e.g., the date of decedent's death, or the date of appointment), an Inventory and Appraisal is still required and failure to file the form even when the estate has no value will very likely result in a required court appearance. For more information, those interested are invited to review the California Probate Referee Guide published by the California Probate Referee's Association, which is available for download online.
If more time is needed to marshal the assets, please see California Probate Code section 8800(b) and (c). Failure to file the Inventory and Appraisal by the statutory deadline, or obtain an extension of time, may result in penalties.
If the Inventory and Appraisal has been submitted to the probate referee but not filed prior to the Inventory Review date, the Personal Representative, or their retained counsel, may file a declaration attesting to these facts and provide an anticipated timeframe for filing. The Court may, in its discretion, continue the Inventory Review hearing without required appearances.
POSTED JULY 15, 2025
Probate customers may view the documents in the court's files online by accessing the Case Search Portal on the court's website. Access to view confidential documents remains restricted.
POSTED DECEMBER 16, 2024
Please visit the new Probate Examiner's Corner section of the Probate Division webpage where you will find news, reminders, and guides!
POSTED SEPTEMBER 29, 2022, UPDATED 12/02/22
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Please help expand the list of qualified counsel willing to accept appointment in Probate matters, as either court-appointed counsel in Conservatorships pursuant to PrC§1471, Guardians ad litem, successor personal representatives in decedents' estates, and successor trustees.
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For appointment as counsel in a Conservatorship, please see the list of qualifications and requirements found in California Rule of Court 7.1103 and 7.1105.
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Review forms PR004, PR005, and GC-010 available for download on the Common Forms & Packets page here: https://www.stanislaus.courts.ca.gov/forms-filing/common-forms-packets for more information. Remit your completed forms to the Superior Court.
Probate Notes
TUESDAY, OCTOBER 21, 2025
Department 22
8:30 a.m.
PR-19-000552 ESTATE OF DOUGLAS BERNARD PIERCE
Hearing on Petition and Statement of Facts to Recover Money or Property on Deposit in Treasury (filed by Nighthawk Investigations) continued from 03/05/25, 06/05/25:
Nothing filed since last hearing. Prior notes remain:
• Notice of Hearing not on file.
• Assignments of Interest must be notarized and filed separately, not attached to any other pleading. See Local Rule 8.87 and PrC§11604.
• Assignment of Interest not on file for intestate heir: Catherine Pierce.
• Petition is not verified.
• It appears the Court has not been provided with a 13100 Affidavit signed by the parties as to the share from Brian’s estate.
• Division of interest does not appear to be correct. It should be divided as follows: ½ to Catherine, 1/6 of the total amount at issue to first child, 1/6 to second, and 1/6 to Nighthawk. The calculation of 1/3 to Nighthawk is incorrect.
If Petitioner disagrees with this division, please provide a memorandum of points & authorities for the Court’s review.
Need status of prior notes.
Appearance by counsel required. (Anyone wishing to appear may do so in person or by telephone, using VCourt).
PR-23-000659 ESTATE OF ENRIQUE GARCIA BENAVIDES, AKA HENRY BENAVIDES
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:
No defects remained at the time of the June hearing. The matter was continued at the request of the personal representative’s attorney, as the personal representative had allegedly not paid the fees for the Guardian ad litem.
The original request in the Final Accounting was that the court approve the personal representative’s proposal to pay statutory fees from funds outside of the probate estate; there was no specific allegation or request regarding the Guardian’s ad litem fees. If there is no arrangement for payment of the Guardian ad litem fees, the court may consider requiring the personal representative to liquidate some of the estate assets in order to ensure there are no liabilities remaining.
Attorney’s request for continuance, filed 10/17/25, will be submitted to court for determination.
Appearance by the personal representative and counsel mandatory (by VCourt if preferred).
PR-24-000070 ESTATE OF WESLEY D. RAPER
The account review hearing has been vacated.
PR-24-000295 ESTATE OF GERALDINE KITCHENS, AKA GERALDINE SANTOS
1. Hearing on Petition to Determine Persons Entitled to Distribution of Estate (PrC§11700) continued from 08/20/24, 12/04/24, 02/20/25, 06/25/25:
No one has filed a PrC§11702 statement either in support or opposition of the petition.
Need status of meet-and-confer.
2. Inventory Review Hearing continued from 02/20/25, 06/25/25:
Letters issued 05/02/25. Final Inventory and Appraisal due 09/02/25.
Final Inventory and Appraisal not on file.
Recommend court compel Personal Representative to file the Final Inventory and Appraisal pursuant to Probate Code § 8804 or face possible sanctions including removal from office.
3. Review Hearing on Request for Judicial Notice file-marked 07/29/24 and 08/28/24 continued from 06/25/25:
Submitted to court for determination.
Appearance by Executor’s counsel and Petitioner’s counsel (C. Lawrence) required (by VCourt if preferred).
PR-24-000587 ESTATE OF ANNE LANGFORD, AKA ANNIE IRENE LANGFORD
Account Review Hearing:
A Petition for Final Distribution has been filed and set for hearing 11/19/25.
Hearing of 11/19/25 will be confirmed.
Appearance not required (by VCourt if preferred).
PR-24-000954 ESTATE OF JOEY VICTOR DUARTE
Hearing on Petition for Probate of Lost Will and for Letters Testamentary continued from 10/08/24, 02/13/25, 06/18/25:
Nothing filed since last hearing. Prior defects remain.
• The following items need to be addressed on the Petition:
o Item 1 incomplete. (Name of newspaper).
o Item 3(d)(7) incomplete. (Total estimated value of estate).
o Item 3(e) incomplete. Petition alleges no bond is required, but does not address one of the reasons why in Items 3(e)(1-4).
o Item 3(h) (3) or (4) not addressed. (resident or non-resident of United States).
o Item 5 (7) or (8) was not addressed. (existence of issue of predeceased child).
o Item 8 is incomplete.
Ages omitted. It is necessary for the court to determine if the relationships of the decedent are adults or minors.
Relationships were omitted. Item 8 must include the relationship to the decedent.
Did not include addresses for all of those listed.
o Item 9 incomplete. (number of pages attached).
o Attachment 3f(3) omitted from Petition (Declaration regarding lost will purs. PrC§6124). See also PrC§8223.
o Copy of the Lost Will was not attached. Was the will last in the testator’s possession? Was the testator competent until death?
• Form DE-147 Duties and Liabilities not on file.
• Form DE-121 Notice of Petition to Administer Estate not on file.
• Affidavit of publication not on file. See Local Rule 8.12.
• Forms DE-140 and DE-150, Proposed Order and Letters, not submitted.
On 06/18/25, the court said this would be the last continuance.
Recommend dismissal of petition.
Appearance by counsel required (by VCourt if preferred).
PR-25-000004 ESTATE OF MAYRA EDITH PENA
(1) Order to Show Cause issued 06/18/25 to Nereida Pena:
To appear and show cause for failing to appear at 06/18/25 hearing and failing to file address defects and why petitioner should not be sanctioned or petition dismissed.
(2) Order to Show Cause issued 06/18/25 to James Augustus McElroy, Esq.:
To appear and show cause for failing to appear at 06/18/25 hearing and failing to file address defects and why petitioner should not be sanctioned or petition dismissed.
(2) Hearing on Amended Petition for Letters of Administration (file marked 06/09/25) continued from 02/19/25, 06/18/25:
• The following items must be addressed on the Amended Petition:
See California Rules of Court rules 7.3 and 7.53 regarding the types of forms that may be used to address these defects.
o Item 3e incomplete (issue of bond).
o Waivers of bond [Form DE-142/DE-111(A-3e)] not on file for all intestate heirs (see Probate Code section 6401). Bond may be required. Full bond would be $780,000.00. Minimum bond would be $20,000.00.
o Bond matter will be submitted to judge for determination when defects are cured.
o Item 8 did not include the proposed personal representative (Local Rule 8.26 D): Nereida Pena.
o Please further clarify and properly label Item 8 entry: “Francisco Lomas c/o father of Matteo Lomas (son of decedent).” Attachment 3g(2)(a) alleges Matteo Lomas is a minor, but item 8 does not recite this information.
o If one of the heirs is a minor. A Guardian ad Litem may be necessary. Submitted to Judge for determination.
• Form DE-140, Proposed Order, submitted 06/23/25 is incomplete:
o Item 1 incorrect. Please correct hearing date.
o Item 3 incomplete (name of proposed personal representative).
o Item 5 incomplete (bond).
o Item 6 incomplete (probate referee: Steven G. Pallios)
• Form DE-121, Notice of Petition to Administer Estate, has the following defects:
o Item 1 recites an additional aka for decedent that is not reflected on amended petition.
o Date of service (05/05/25) indicates that notice was mailed on a date prior to the date the amended petition was filed (06/09/25). New notice is required.
• Form DE-150, Letters, submitted 08/23/25 has the following defects:
o Caption box is incorrect. Amended petition is for letters of administration.
o Item 1 incorrect. This is an intestate matter; therefore item 2 is appropriate.
o Item 2 incomplete. (Name of personal representative and box 2a is not checked.
• Republication is necessary pursuant to CRC 7.53(a) as an Amended Petition was filed.
Appearance by counsel and petitioner required (by VCourt if preferred).
PR-25-000039 ESTATE OF CALI WARFA, AKA CALI M. WARFA
Hearing on Petition for Letters of Administration continued from 02/27/25, 07/01/25:
Nothing was filed in the past eight months to address the following prior Probate Notes:
• Petition item 5a(7) or (8) was omitted (existence of issue of a predeceased child).
• Petition item 8 did not include the proposed personal representative (Local Rule 8.26 D).
• Petition Attachment 3g(2)(a) includes the allegation that the proposed personal representative is “seeking to be appointed” in the sister-state where decedent resided at time of death, and therefore PrC§12513 does not appear to yet apply.
o Petitioner appears to have the least priority to serve as a personal representative than any other person or entity described in Pr. Code §§ 8461, 8465.
On 02/27/25, the court ordered petitioner to mail notice to the Public Administrator pursuant to PrC§8100 et seq.
New Note:
• On 10/09/25, petitioner filed a verified supplement describing the results of two heir searches. Recommend court direct the petitioner to file a verified Declaration with a copy of the heir search results attached as an exhibit.
On 07/01/25, the court ordered that that would be the last continuance or the case would be dismissed. Petitioner’s request for a further sixty-day continuance, in the 10/09/25 Declaration, submitted to court for determination.
Appearance by counsel required (by VCourt if preferred).
PR-25-000206 ESTATE OF WENDY A. WEBER, AKA WENDY ALICE WEBER, AKA WENDY WEBER
Inventory Review Hearing:
This matter has been continued to 04/26/26 per order filed 10/13/25.
PR-23-000537 ESTATE OF DAVID BUCHANAN
Account Review Hearing:
A Petition for Final Distribution has been filed and set for hearing on 12/18/25.
Hearing of 12/18/25 will be confirmed.
Appearance not required (by VCourt if preferred).
PR-24-000244 ESTATE OF CHRISTA MARIE GONZALEZ
Hearing on First and Final Waiver of Account and Report of Administrator, Petition for Final Distribution and Allowance of Statutory Compensation of Attorney’s Fees:
• Waiver of Accounting does not bear notary’s acknowledgement (Local Rule 8.69); Waivers must be filed separately (PrC§10954).
• Body of petition appears not to describe the property on hand for distribution (after statutory compensation) nor the order of specific distribution sought. See CRC 7.651, Local Rule 8.83M.
• The calculation of statutory commissions and/or attorney’s fees must include losses on sales and include gains on sales (see Local Rule 8.69).
• Need schedule calculating gains/losses on sales pursuant to Local Rule 8.65 B 4, CRC rule 7.550(b).
• Statement regarding interest bearing accounts omitted [see PrC§1064(a)(5)].
• Statement regarding family/affiliate relationship omitted [see PrC§1064(a)(4)].
• It appears reimbursement of costs of administration is not requested. If so, Itemization of costs of administration must be included (see Local Rules 8.69, 8.83K).
• The Inventory and Appraisal and petition do not agree. If the main asset of the estate, a house, was sold, the report did not include this information nor did the compensation fee base include losses or gains on sale.
• Notice of Proposed Action must be filed, with affidavit of mailing attached, per Local Rules 8.83 N and 8.100.
Recommend continuance to 02/05/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
PR-25-000022 ESTATE OF JANET LANCASTER
Hearing on First and Final Report of Executor on Waiver of Accounting and Petition for Allowance of Compensation to Attorney for Ordinary Services and for Final Distribution:
• Prior Probate Note remains: Final Inventory and Appraisal: Pages 1 and 2 do not agree. Attachment 1 appraised value ($9,343.43) does not agree with total appraised on page 1 ($9,343.86). A Corrected Final I&A appears required.
• Report paragraph 7 does not appear to comply with PrC§9202(b) (“is or has previously been confined”). See also PrC§216, Local Rule 8.83 F.
• Report paragraph 14 appears incomplete. Did the Executor hire any agent with whom she had an affiliate relationship?
• Report paragraph 18 appears incomplete: does not include clear statements of compliance with PrC§9050, and of notice to creditors given per PrC§§10900(b)(1) or that there are no creditors known or reasonably ascertained. See PrC§9053(d).
• Itemization of costs of administration was omitted (see Local Rules 8.69, 8.83K).
• Exhibit E (copy of brokerage account statement) is not sufficient as a description of the property on hand for distribution. See Local Rule 8.83 M and specifically California Rules of Court rule 7.651(b)(4) for brokerage accounts.
• There is insufficient information in court's file to determine if notice is adequate under PrC§§1208b, 15804. Need copy of trust.
• It appears that there is insufficient liquidity in the estate to pay attorney’s compensation and costs. Please clarify how fees and costs will be paid.
• Waivers of Accounting do not bear notary’s acknowledgement (Local Rule 8.69); Waivers must be filed separately, not only attached as Exhibits (PrC§10954).
• Beneficiary of estate is a Trust; Trustee has waived an Accounting; Written acceptance of Trust by Trustee not on file [PrC§10954(b)(4)].
• Proposed Order not yet submitted.
Recommend continuance to 02/03/26 to allow time to cure defects, including filing a Corrected Final Inventory and Appraisal.
Appearance not required (by VCourt if preferred).
PR-25-000664 STEVEN A. SANDERS 2023 TRUST
Hearing on Petition for Order Directing Trustee to Account and Report and for Production of Trust Records:
No defects in the petition.
Response to Petition filed 10/15/25 (by Drew Steven Sanders)
Possible long cause.
Hearing required.
Appearances required (by VCourt if preferred).
PR-25-001005 ESTATE OF GLORIA LINDA FORD
Hearing on Petition to Determine Succession to Primary Residence:
• A copy of the current recorded grant deed was not attached as alleged in Attachment 11. See Local Rule 8.99.
• A page with the typewritten text of the holographic will was not attached to Attachment 5/12a (copy of the will).
• The decedent’s signature on the holographic will was signed with a different pen then the instrument that was used to draft the rest of the will. Recommend court order petitioner to file a Proof of holographic instrument or Declaration. See Probate Code sections 6111 and 8222, Judicial Council form DE-135.
• Petitioner has alleged that the decedent had no known next of kin. Recommend court require the petitioner to provide a family tree in a verified Declaration. If petitioner cannot or does not prepare a family tree after having been directed to, then at the next hearing the court may consider requiring petitioner to conduct an heir search.
• Petitioner identified two devisees in decedent’s will with unknown addresses. The two devisees were not given notice of this proceeding pursuant to PrC§13153. All interested parties must be given notice. If any individual is unable to be given notice because their location is unknown, a Declaration must be filed regarding petitioner’s diligent efforts to locate that individual. See Local Rule 8.14 B, California Rules of Court rule 7.52.
• Proof of mailing not on file for the Department of Health Care Services, nor Declaration that notice is not required (see Local Rule 8.17 and PrC§215).
• Notice of Hearing file-marked 09/19/25 omitted the city and state from which the server mailed the notices (item 4b on page 2).
Recommend court adopt the above two recommendations and continue the matter to 02/03/26 to allow time to correct defects and file additional verified pleadings (proof of holographic instrument, family tree).
Appearance not required (by VCourt if preferred).
PR-25-001006 ESTATE OF JEFFREY LEE GOSHIA, AKA JEFFREY L. GOSHIA
Hearing on Petition for Letters of Administration:
Waivers of bond on file for all intestate heirs.
Recommend approval of petition.
Recommend Inventory Review Hearing 04/23/26 pursuant to Local Rule 8.41B.
To learn next steps of probating a decedent’s estate, consider visiting the California Courts Self Help “inventory” page at
https://selfhelp.courts.ca.gov/probate/inventory-estimate-value and downloading forms from https://www.courts.ca.gov/forms.htm and please review your responsibilities in the Duties and Liabilities, Form DE-147, you signed and filed.
Appearance not required (Anyone wishing to appear may do so in person or remotely, by telephone using VCourt).
PR-25-001007 ESTATE OF DOREEN J. GOLDMAN
Hearing on Petition to Determine Succession to Primary Residence:
Notes have been cured.
If no one appears to object, recommend court find notice of hearing complete and approve the petition.
Appearance not required (by VCourt if preferred).
WEDNESDAY OCTOBER 22, 2025
Department 22
8:30 a.m.
PR-20-000087 APRIL WEST SPECIAL NEEDS TRUST
Hearing on Third Account and Report of Trustee; Petition to Settle Account; to Increase Bond; to Confirm, Fix, and Allow Trustee Fees; and to Fix and Allow Attorney’s Fees and Costs continued from 09/24/25:
Paralegal C. Giron’s hourly rate effective 1/1/25 exceeds this county’s norms. Since, however, the attached time sheet reflects that Mr. Giron spent no time on this accounting after 2023, it appears that this request for attorney’s and paralegal’s fees and costs is appropriate.
No other defects.
Recommend approval of Account and Petition, and request to increase bond by $133,000.00 for total bond of $936,000.00.
The court will not sign the proposed Order until the supplemental bond rider is on file purs. to PrC§2320.2.
Recommend continuance to 11/21/25 to ensure that bond rider is on file so that order may be signed.
Recommend court set next Account Review Hearing 10/05/27.
Appearance not required (by VCourt if preferred).
PR-22-000002 ESTATE OF MARK WAYNE GIRDNER
Account Review Hearing:
A Third PrC§12200 Status Report has been filed and set for hearing 11/13/25.
Hearing of 11/13/25 will be confirmed.
Appearance not required (by VCourt if preferred).
PR-22-001064 ESTATE OF CLARA CONSTANCE NUNES, AKA CLARA C. NUNES
(1) Account Review Hearing:
Recommend court drop 10/22/25 account review hearing as petition for final distribution is on file.
(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:
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)
It appears objector has filed both an objection and a supplemental declaration to his petition for clarification of executor actions in the same pleading which asks the court to appoint himself as successor executor. The examiner has disregarded the request for appointment, as it is an improper request for affirmative relief combined with objections, and moreover, the request for appointment was not made using mandatory Judicial Council form DE-111.
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.
Hearing required.
Appearances by objector (self-represented) and personal representative’s counsel required (by VCourt if preferred).
PR-23-000601 ESTATE OF CAROL HAWKINS
Account Review Hearing:
Letters were issued 02/01/24. A 12200 Status Report, with notice of hearing pursuant to PrC§12201, was due within twelve months of Letters being issued. This court on 08/15/25 dropped the hearing on the Status Report filed on 04/24/25 for lack of notice.
Hearing on Order to Show Cause issued 08/15/25 to Administrator’s counsel:
To appear and show cause why the court should not impose monetary sanctions and/or remove the Administrator from office for failing to appear on 08/15/25.
Hearing on Order to Show Cause issued 08/15/25 to Administrator:
To appear and show cause why the court should not impose monetary sanctions and/or remove the Administrator from office for failing to appear on 08/15/25.
Appearance by Administrator and Administrator’s counsel mandatory (by VCourt if preferred).
PR-23-001145 ESTATE OF JAMES T. FOSTER, AKA JAMES THOMAS FOSTER
Account Review Hearing:
A Petition for Final Distribution has been filed and set for hearing 01/06/26.
Hearing of 01/06/26 will be confirmed.
Appearance not required (by VCourt if preferred).
PR-23-001350 ESTATE OF PAUL L. CALKINS, AKA PAUL LAWRENCE CALKINS
Account Review Hearing continued from 06/18/25:
Petition for Final Distribution has been filed and set for hearing on 01/08/26.
Hearing of 01/08/26 will be confirmed.
Appearance not required (by VCourt if preferred).
PR-24-000702 ESTATE OF EDWARD J. GOMEZ, AKA EDWARD JOSE GOMEZ
Account Review Hearing:
• Neither Petition for Final Distribution nor (Second) PrC§12200 Status Report are on file at the time of review. See Local Rule 8.82.
Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 90 days if estate is not in a position to be closed.
Recommend continuance to 02/24/26 to allow time for filing of above pleadings.
If neither pleading is on file by the next hearing date, the court may issue an order to show cause for personal representative to appear pursuant to PrC§12202.
Appearance not required (by VCourt if preferred).
PR-24-000898 ESTATE OF GEORGIA RUTH GAMA
(1) Hearing on Second Amended Petition for Letters of Administration (file marked 10/07/24 – filed by Ryan Gama and Sabrina Gama) continued from 09/24/24, 10/09/24, 01/30/25, 06/24/25:
Objection to Second Amended Petition filed - by Crystal Chavez
Second Amended Petition cured prior defects.
Proof of Publication and Notice on Second Amended Petition on file.
Requested bond of $216,000.00 appears adequate based on estimated value of estate alleged in the petition.
(2) Hearing on First Amended (file marked 09/10/24) Subsequent Petition for Probate of Will and for Letters of Administration with Will Annexed- filed by Crystal Chavez continued from 10/09/24, 01/30/25, 06/24/25:
Objection filed 03/07/25 – (Filed by Ryan Gama and Sabrina Gama) – On 06/24/25, Court deemed objection a Will contest.
Further Objection filed - Ryan Gama and Sabrina Gama., Objection constitutes a Will contest. STRICKEN BY THE COURT ON 06/24/25
Proof of holographic instrument on file.
Prior defects cured.
On 06/24/25, the Court ordered service of summons to be effectuated. Proofs of Service of Summons are on file. Notice and Acknowledgment of Receipt not on file for Joseph Gama (See CCP §415.30, CCP §417.10).
Appearances by objectors/petitioners’ counsel required (by VCourt if preferred).
PR-24-001144 ESTATE OF CHARLES JOSEPH RUSSELL, AKA CHARLES J. RUSSELL
Hearing on Petition for Letters of Administration continued from 01/08/25, 04/16/25, 07/02/25:
Nothing filed since last hearing. Prior notes remain:
• Petition, Item 2d incomplete (Whether or not bond is required and amount).
o Waivers of Bond not on file.
• Petition, Item 8 identified one individual whose address is unknown:
o All interested parties must be given notice. If any individual is unable to be given notice because their location is unknown, a Declaration must be filed regarding petitioner’s diligent efforts to locate that individual. See Local Rule 8.14 B, California Rules of Court rule 7.52.
• Petition item 8 reflects that the name of one of decedent’s brothers is unknown to petitioner. This person, or his issue if he is deceased, would be an heir of the decedent’s estate [PrC§6401(c)(2)(B)].
o Please explain petitioner’s efforts to identify, locate, and serve this heir including reviewing decedent’s death certificate and birth certificate.
Once the heir has been identified, please provide additional detail as to petitioner’s efforts to serve his issue pursuant to Local Rule 8.14 B and CRC 7.52.
Need status of heir search.
Appearance by counsel required (by VCourt if preferred).
PR-25-000212 ESTATE OF TAMMY SUE CICCONE
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 08/11/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).
PR-23-000436 ESTATE OF RALPH ANTHONY ASTENGO
Hearing on PrC §12200 Status Report:
• Notice of Hearing not yet on file (see PrC§12201) including any creditors (PrC§48) and those who have filed a Request for Special Notice.
Recommend continuance to previously set hearings on 01/15/26 for judicial economy and to allow time to perfect notice.
Appearance not required (by VCourt if preferred).
PR-24-000876 ESTATE OF DIANE META HAYNES
Hearing on First and Final Report of Administrator on Waiver of Account and Petition for Final Distribution:
Recommend approval of petition.
Recommend Discharge Review Hearing 04/30/26 pursuant to Local Rule 8.92.
Recommend court vacate Account Review Hearing 01/15/26
Appearance not required (by VCourt if preferred).
PR-24-001186 ESTATE OF KATHLEEN ROSE HARLAN, AKA KATHY R. HARLAN, AKA KATHY HARLAN
Hearing on First and Final Report of Executor on Waiver of Account and Petition for Allowance of Executor Fee, Attorney Compensation for Ordinary Services, for Reimbursement of Costs, and for Final Distribution of Estate:
• Waivers of Accounting do not bear notary’s acknowledgement (Local Rule 8.69); Waivers must be filed separately and not attached to any pleading (PrC§10954).
• Beneficiary of estate is a Trust; Trustee has Waived an Accounting; Written acceptance of Trust by Trustee not on file [PrC§10954(b)(4)].
• Statement regarding family/affiliate relationship omitted [see PrC§1064(a)(4)].
• Statement regarding notice to Victim Compensation and Government Claims Board omitted [see PrC§9202(b) and Local Rule 8.83 F. See also PrC§216].
• The calculation of statutory commissions and/or attorney’s fees must include losses on sales and include gains on sales (see Local Rule 8.69). See CRC rule 7.705 regarding the proper format of compensation fee base calculation.
• Schedule showing Gains/Losses not attached as required by CRC 7.550(b)(6).
Request for extraordinary compensation will be submitted to court for determination once defects are cured.
Recommend continuance to 02/19/26 to coincide with previously set account review hearing.
Appearance not required (by VCourt if preferred).
PR-25-000665 MATTER OF NARITA REVOCABLE TRUST
Hearing on Petition for Order Confirming Trust Assets:
A request for dismissal of this action has been submitted and is pending processing.
Hearing will be vacated.
No appearances.
THURSDAY, OCTOBER 23, 2025
Department 22
8:30 a.m.
388580 MATTER OF JEREMY MILLER SPECIAL NEEDS TRUST
Hearing on Petition for Order Approving Sixth Account and Report of Trustee, and for Attorney’s Fees and Costs continued from 06/24/25:
Prior notes cured.
Recommend approval of request to increase bond by $175,000 for total bond of $505,000.00.
Recommend continuance to 01/16/26 to allow time for supplemental bond to be filed prior to file-marking of Order Approving Account and Report (PrC§2320.2).
• Need new order prior to next hearing as proposed order submitted 10/06/25 does not comply with Local Rule 8.41A.
Appearance not required (by VCourt if preferred).
PR-22-000806 ESTATE OF MICHAEL ANTHONY PERDUE
Account Review Hearing:
PrC §12200 Status Report filed and set for hearing 12/02/25.
Hearing of 12/02/25 will be confirmed.
Appearance not required (by VCourt if preferred).
PR-23-000349 ESTATE OF PAMELA C. NYEGAARD
Discharge Review Hearing continued from 06/12/25:
• Prior Note (updated) remains: The receipts of distribution to all nine heirs do not agree with the court’s order:
o Receipts of distribution to M. Steven B, D. Heckendorf, C. Calloway, R. Nyegaard, D. Frymire, C. Frymire, and N. Bankston. were each $2,603.90 less than court’s order.
o Receipts of distribution to the two organizations were each $3,905.85 less than court’s order.
On 06/12/25, the court directed counsel to file a verified pleading, with service to all the heirs, describing the situation regarding the automatic withdrawal as was verbally relayed to the court on 06/12/25. Not on file.
If this issue is not adequately addressed to the court’s satisfaction, recommend court consider issuing an Order to Show Cause to the personal representative to appear and show cause why they should not be surcharged in order to make the heirs whole.
Appearance by counsel required (by VCourt if preferred).
PR-23-001036 ESTATE OF AUREL VIREGAN
(1) Order to Show Cause issued 07/03/25 to Dariu Viregan:
• To appear and show cause for failing to appear at 07/03/25 hearing.
• To appear and show cause why she should not be surcharged and/or removed as personal representative (PrC§§12204, 8500).
• Failure to appear may result in sanctions, surcharge, and/or removal from office.
(2) Account Review Hearing continued from 12/18/24, 07/03/25:
On 07/03/25, the court suspended personal representative and referred matter to public administrator and county counsel for possible appointment.
Appearance by Administrator (self-represented) mandatory and appearance by county counsel required (Anyone appearing may do so in person, or remotely, by telephone using VCourt).
PR-23-001301 MATTER OF SPECIAL NEEDS TRUST OF BREANNE PURVIS
Account Review Hearing:
A Copy of the executed Special Needs Trust not on file following the court’s order establishing the Trust on 04/23/24.
The First Account Current and Report of Trustee not on file. Please ensure the report identifies the remainderman (PrC§15804) for the court to determine notice is complete.
Recommend continuance to 02/24/26 to allow time for above pleadings to be filed.
Appearance not required (by VCourt if preferred).
PR-24-000545 MATTER OF ADAMAKIS REVOCABLE TRUST
Hearing on Amended Petition (file-marked 05/23/24) for Order Compelling Co-Trustees to Account; for Breach of Trustee Fiduciary Duties and for Removal of Co-Trustees continued from 08/22/24, 12/18/24, 05/08/25:
Prior Note remains: One of the trust beneficiaries (John Andros) is alleged to have passed away in January, and Notice of Hearing was mailed to his “estate”. Is Petitioner aware of the beneficiary’s estate plan? Who are the beneficiary’s heirs?
Other than the beneficiary above, notice of hearing appears complete (by mail).
Objection filed – 08/20/24, by P. Adamakis and S. Adamakis.
A Declaration re: status was filed on 10/14/25. No proof of service was attached or filed separately. The Declaration is therefore ex parte communication and will not be considered by the court.
Appearance by counsel required (by VCourt if preferred).
PR-24-000664 ESTATE OF STEVEN MITCHELL GARRAD, AKA STEVEN M. GARRAD, SR., STEVEN M. GARRAD
(1) Account Review Hearing:
Recommend court drop today’s account review hearing.
(2) Hearing on Report on Waiver of Account and Petition for final Distribution and for Allowance of Compensation to Attorneys for Ordinary Services:
Recommend approval of petition.
Recommend Discharge Review Hearing 04/30/26 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
PR-24-000918 ESTATE OF JOYCE ANN CYPHERS, AKA JOYCE A. CYPHERS
Related Decedent’s Estate case PR-24-000980
Hearing on Spousal Property Petition continued from 09/25/24, 10/15/24, 02/13/25, 06/25/25:
Notice appears complete.
Objection filed – 09/05/24.
• Objector alleges that the will attached to the petition was revoked by decedent’s later will. Both wills have been lodged with the court clerk.
On 02/13/25, the court directed parties to meet and confer regarding possible mediators within 15 days and further ordered a Declaration regarding mediation update shall be filed 10 days prior to the next hearing.
Declaration regarding mediation not on file.
Nothing filed since last hearing.
Need status of meet and confer efforts.
Hearing required.
Appearance by petitioner’s counsel and Objector (self-represented) required.
PR-24-000980 ESTATE OF JOYCE ANN CYPHERS, AKA JOYCE A. CYPHERS
Related spousal property petition PR-24-000918
Hearing on Petition for Probate of Will and for Letters Testamentary continued from 10/15/24, 02/13/25, 06/25/25:
Notice appears appropriate.
Objection filed – 10/08/24 by Dennis Wayne Cyphers. Objection constitutes a Will contest.
Response to Objection filed - 10/29/24 by Cindy Marie Largent.
Proofs of Service of Summons on file.
On 02/13/25, the court directed parties to meet and confer regarding possible mediators within 15 days and further ordered a Declaration regarding mediation update shall be filed 10 days prior to the next hearing. Petitioner was directed to file a proof of service of summons with personal service on Melissa Cyphers.
Declaration Re Mediation Update is on file.
Proof of personal service of Summons for Mellisa Virnig is on file. Declaration alleges Melissa Cyphers is also known as Mellisa Virnig.
Hearing required.
Appearances by petitioner (self-represented) and Objector’s counsel required (by VCourt if preferred).
PR-24-001110 MATTER OF CARLEEN ANN KENDALL TRUST
Hearing on Petition for Order Compelling Accounting and Service of Trust Instruments continued from 02/27/25, 06/25/25:
Nothing filed since last hearing. Prior notes remain:
• The petition does not appear to adequately identify what the Exhibits are.
• Every other page was omitted from Exhibit A.
• Notice of Hearing appears defective: incorrect address of this court in the heading of the Notice file-marked 10/16/24. Department 22 is located at 801 10th Street, 6th floor, Modesto, CA 95354 and its mailing address is 801 10th Street, 4th floor, Modesto, CA 95354.
• Without a copy of the Trust, it is not possible to determine if petitioner has satisfied PrC§15800(c) in establishing the fact of settlor’s incapacity, or if petitioner has standing to bring a petition to compel accounting by Trustee. Once other defects are cured, recommend court direct Respondent to file and serve a copy of the Trust and any amendments thereto.
Need status.
On 06/25/25, court indicated if defects are not cured by next hearing matter may be dismissed.
Appearance by counsel required (by VCourt if preferred).
PR-21-000570 MATTER OF ROBERT SINGLETON POOLED SPECIAL NEEDS TRUST
Hearing on Petition to Approve Third Account and Report of Co-Trustees from 02/01/2023 through 01/31/2025; to Decrease Bond; to Confirm Co-Trustees’ Fees; and to Approve Attorney’s Fees:
Request to reduce bond to $121,000.00 appears appropriate.
Recommend approval of Petition and Account.
Recommend court set Account Review Hearing 11/10/27 for receipt of Fourth Account and Report of Trustees for period of 02/01/25 through 01/31/27.
Appearance not required (by VCourt if preferred).
PR-24-000188 ESTATE OF KEVIN LEE WADDELL
Hearing on PrC §12200 Status Report:
Notice appears complete.
Recommend court set a further Account Review Hearing 04/29/26.
Appearance not required (by VCourt if preferred).
PR-24-000903 ESTATE OF EDNA JOHNSON
Hearing on Report of Administrator on Waiver of Account and Petition for Allowance of Statutory Compensation to Administrator and Attorney for Ordinary Services, for Costs of Administration, Reserve for Closing Expenses and for Final Distribution:
Notes have been cured.
Recommend approval of Report and Petition as supplemented.
Recommend court vacate Account Review Hearing of 12/16/25.
Recommend Discharge Review Hearing 04/30/26 purs. to Local Rules 8.68, 8.92.
Appearance not required (by VCourt if preferred).
ADD-ON:
PR-25-000083 MATTER OF DONALD LARRY LILLEGARD AND DENISE LOUISE LILLEGARD 2002 TRUST
Hearing on Demurrer continued from 10/17/25:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…
FRIDAY, OCTOBER 24, 2025
Department 22
8:30 a.m.
2201213 MATTER OF THE MICHAEL GERDS SPECIAL NEEDS DISABILITY TRUST
Hearing on Fourth Account and Report of Trustee and Petition for its Approval continued from 09/12/25:
Prior Note has been cured; notice appears complete.
Recommend approval of Fourth Account and Petition.
Need new proposed Order including finding regarding notice purs. to PrC§1260.
Recommend Account Review Hearing 06/16/27 for receipt of Fifth Account Current.
Appearance not required (by VCourt if preferred).
PR-22-000749 ESTATE OF JACQUELINE IDEN
Review Hearing:
Order After Hearing from hearing of 08/26/25 has been submitted and signed.
This hearing will vacate.
No appearances.
PR-23-001232 ESTATE OF CARRIE EDNA BECKER
Hearing on PrC §12200 Status Report of Administration continued from 09/11/25:
Notice appears complete.
Prior defects cured.
On 09/11/25, the court ordered personal representative to file a Final Inventory and Appraisal pursuant to Probate Code section 8804. Final Inventory and Appraisal is on file.
Recommend court set a further Account Review Hearing 10/28/26.
Appearance not required (by VCourt if preferred).
PR-23-001288 ESTATE OF JENEVIEVE ANN KENOYER, AKA JENEVIEVE A. KENOYER
Hearing on PrC§12200 Status Report of Administration continued from 08/28/25:
One defect cured. Prior note remains:
• Notice of Hearing not yet on file (see PrC§12201) including notice to creditors (PrC§48) and those who have filed a Request for Special Notice.
Recommend court order personal representative to perfect notice pursuant to PrC§12201 before the next hearing or surcharge may be imposed.
Appearance by counsel required (by VCourt if preferred).
PR-25-000204 ESTATE OF ANTHONY LOBIANCO
Hearing on Second Amended Petition for Probate (file marked 09/12/25) continued from 04/16/25, 08/20/25:
Waivers of Bond [Form DE-142/DE-111(A-3e)] on file for all intestate heirs.
• Form DE-140, Proposed Order, not yet submitted.
• Form DE-150, Letters, not yet submitted.
Recommend approval of second amended petition.
Recommend Inventory Review Hearing 04/29/26. See Local Rule 8.41 B, Probate Code section 8800 et seq.
To learn next steps of probating a decedent’s estate, consider visiting the California Courts Self Help “inventory” page at
https://selfhelp.courts.ca.gov/probate/inventory-estimate-value and downloading forms from https://www.courts.ca.gov/forms.htm and please review your responsibilities in the Duties and Liabilities, Form DE-147, you signed and filed.
Appearance not required (by VCourt if preferred).
PR-25-000607 ESTATE OF AARON SCOTT BOONE
Hearing on Petition for Letters of Administration continued from 07/31/25, 09/12/25:
Prior Notes have been cured.
A Petition for appointment of Guardian ad litem has been considered ex parte and is pending processing.
Recommend approval of petition, with bond of $246,000.00.
Need new proposed Order with bond of $246,000.00.
Recommend Inventory Review Hearing 04/28/26 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).
PR-25-000803 ESTATE OF MARY KATHLEEN WARD, AKA KATHIE WARD
Hearing on Amended Petition (filed-marked 09/17/25) for Letters of Administration continued from 10/24/25:
Prior Notes have been cured.
Recommend approval of the amended petition.
Recommend Inventory Review Hearing 04/28/26 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).
PR-25-000841 ESTATE OF DANIEL R. HUTSELL, AKA DANIEL RICHARD HUTSELL
Hearing on Petition for Letters of Administration continued from 09/17/25:
Some Prior Notes were addressed in the Supplement filed by petitioner on 10/17/25.
• On 09/17/25, the court directed petitioner to include in a verified supplement clarification as to whether the decedent’s spouse had any other heirs or beneficiaries besides the two children identified in the petition as the decedent’s children. Petitioner reported to the court that she is unaware of the spouse’s estate plan. That does not completely respond to the court’s direction - Is it the petitioner’s assertion that she is not aware whether the decedent’s spouse had any children at all?
Recommend court take judicial notice of case PR-25-000483 on its own motion. As there is not a temporary or general Guardian of the Estate appointed for either of the two minor heirs, a Guardian ad litem appears required. See PrC§1210. Submitted to court for determination.
Hearing required.
Appearance by petitioner’s counsel required (by VCourt if preferred).
MONDAY, OCTOBER 27, 2025
Department 22
There are no decedent's estates or trusts on calendar
TUESDAY, OCTOBER 28, 2025
Department 22
8:30 a.m.
PR-21-000338 ESTATE OF GARY GILES
Hearing on Fourth PrC§12200 Status Report of Administration reset on the court’s own motion from 08/06/25, continued from 08/13/25:
Nothing filed since last hearing. Prior notes remain:
• Notice of Hearing not on file at time of review. (See Probate Code section 12201).
• Status Report does not indicate how much time is needed to close the estate.
On 08/13/25, the Court ordered personal representative to perfect notice pursuant to PrC§12201 before the next hearing or surcharge may be imposed.
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.
Recommend court issue Order to Show Cause to personal representative to appear to show cause why court should not impose surcharge for failure to perfect Notice pursuant to the above statute as ordered.
Appearance by personal representative required (by VCourt if preferred).
PR-22-000640 ESTATE OF PEDRO S. ALBERTO, AKA PETE ALBERTO
Hearing on First Account and Report of Executor and Petition for its Settlement – filed by Irma Zarate continued from 02/25/25, 06/26/25:
No procedural defects in petition.
• Need Order.
Objection filed 02/20/25 – by Monica Alberto
On 02/25/25 and 06/26/25, parties were ordered to meet and confer to discuss settlement.
Need status.
Appearances by counsel mandatory (by VCourt if preferred).
PR-22-001311 ESTATE OF ROBERT S. VIERRA, JR.
Hearing on Report of Administration; Petition for Final Distribution; for Order on First and Final Account; for Approval of Statutory Personal Representative’s Fees; for Approval of Statutory Attorney’s Fees; for Approval of Costs; for Extraordinary Fees continued from 10/08/25:
• Summary of Account omitted the period covered by the account See PrC§1061(a).
• Schedule of Receipts: payor of rent was omitted.
• Schedule of Loss on Sale: appraisal value and sales price were omitted.
• Schedule D (Titled “Administrative Costs”):
o Payee of “bank fee for paper statement” omitted.
o Payee of “property repair” omitted.
o Several items are labeled “payment” but do not specify payment for what:
Payment to AAA.
Payment to Franchise Tax Board for “2021” (are they partial pyaments for outstanding 2021 income taxes?)
Payment for Estate Taxes (is that for preparation of the estate tax return?)
Payment to Irrigation Groundwater Sustainability Agency.
• Additional schedule of market value of property on hand at the end of the account period was not included. See PrC§1063(a).
• An Affidavit of mailing was not attached to the Notice of Proposed Action file-marked 10/01/24. See Local Rule 8.100.
• A Declaration “in anticipation of potential probate notes” was filed on 10/01/25, which adds a request not included in the original pleading, to wit: authorization to pay Guardian ad litem’s fees. Please see CRC rule 7.3: only an amended petition or amendment to the petition may modify the petition by adding a request.
o The request will have modified the proposed distribution, however that change was not addressed.
o New proposed Order will be necessary.
Recommend continuance to 02/05/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
PR-23-000207 ESTATE OF FELIX VEGA
Account Review Hearing:
Neither Petition for Final Distribution nor PrC§12200 Status Report are on file.
Recommend court order personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within 45 days if estate is not in a position to be closed.
Recommend continuance to 04/10/26 to allow time for filing of above pleadings. If neither pleading is on file by the next hearing date, the court may issue an order to show cause for personal representative to appear pursuant to PrC§12202.
Appearance not required (by VCourt if preferred).
PR-23-000646 ESTATE OF ROSEMARIE DEJONG
(1) Order to Show Cause issued 07/01/25 to Brandi Marie Tucker:
To appear and show cause for failure to cure defects and perfect notice as directed.
(2) Hearing on First and Final Report of Administrator on Waiver of Account; Petition for Final Distribution; and for Allowance of Statutory Compensation to Administrator and Reimbursement of Costs continued from 11/07/24, 03/19/25, 07/01/25:
On 03/19/25, the court continued this matter at the petitioner’s request and indicated that failure to cure defects and perfect notice by the next hearing may result in surcharge and removal from office.
Supplement (file marked 06/27/25) cured most of the defects. Prior note remains:
• Notice of Proposed Action on file did not include an affidavit of mailing, per Local Rules 8.83 N and 8.100.
• Notice of Hearing defective: not signed by the person effectuating the service on page 2.
• Calculation of statutory compensation with the addition of gains and losses appears incorrect and does not agree with the Court’s calculation of: $10,131.68
o This will change the cash on hand for distribution and distribution amounts for each beneficiary.
o The calculator tool may be found online at https://www.stanct.org/calculator-tools.
• Exhibit 1 does not appear correct (property on hand). The schedule recites the property on hand for the same amount of the total of the Final Inventory and Appraisal rather than the actual amount on hand.
• Exhibit 2 (schedule of proposed distribution) will change as the compensation amount needs to be adjusted as well as the assets on hand for distribution.
• Proposed Order has the following issues that must be addressed:
o May need to be changed to reflect the correct compensation amount and distribution amounts.
o Did not include a finding regarding notice [see PrC§1260].
o Did not include an omnibus clause identifying the percentage of distribution to beneficiaries of any assets not now known or discovered.
Appearance by administrator (self-represented) is required (Anyone wishing to appear remotely, may do so by telephone, using VCourt).
PR-23-000964 ESTATE OF DIANA HERNANDEZ
Account Review Hearing continued from 07/09/25:
On 07/09/25, 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.
• Neither Petition for Final Distribution nor (Second) PrC§12200 Status Report are on file at the time of review. See Local Rule 8.82.
For their failure to abide by the court’s order, the court may:
Suspend the co-personal representatives from office purs. to Probate Code § 8500.
Cite the co-personal representatives via Order to Show Cause for contempt and removal from office pursuant to PrC 8502 for failure to file Account as ordered pursuant to PrC 11051, 11052.
Refer this case to the Public Administrator and County Counsel, pursuant to PrC§7621, for appointment of Public Administrator.
Appearance by Administrator and counsel required (by VCourt if preferred).
PR-23-001273 ESTATE OF ROBERT R. VERGARA
Hearing on Report of Administrator and Petition for Approval of Statutory Compensation and for Final Distribution and Waiver of Accounting:
• Please file a copy of the final seller’s escrow statement attached as an exhibit to a verified pleading. See CRC rule 7.3.
• Please do not round the sum of the statutory compensation calculation to the nearest dollar. See calculator tool available online at https://www.stanislaus.courts.ca.gov/divisions/probate/calculator-tools
• Notice of hearing does not contain the complete correct title of the pleading per PC§11000(b); CRC7.50; and Local Rule 8.83L.
• Proposed Order: Title does not agree with the Report and Petition.
Recommend continuance to 01/09/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).
PR-24-001343 ESTATE OF BARBARA JANE LOFING
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 04/01/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).
PR-25-000158 CRUZ FAMILY TRUST U/A/D NOVEMBER 2, 1995
Hearing on Petition to Compel Trustee; to Charge Respondent with Breach of Fiduciary Duty, for Surcharge and Removal (PrC §17200); for Accounting; with Elder or Dependent Adult Financial Abuse (WIC §15610.30 & 15657.5), with Wrongful Taking and for Exemplary Damages and Attorney Fees and Costs (Probate Code §§ 859 and 4231 et seq) (filed by Bethany Cruz) continued from 07/01/25:
Objection filed 10/02/25 (by Joel Cruz). Proof of service not on file.
Recommend the court enquire if objector served the objection on anyone.
Prior defects on petition cured. One note remains:
• Need Order.
New Note:
• Petitioner requests appointment as successor trustee; therefore it appears necessary that the court set a bond pursuant to PrC§15602(a)(3), however petition did not request a bond nor did it allege the amount of bond that would be appropriate.
Possible long cause.
Hearing required.
Appearance by counsel required (by VCourt if preferred).
PR-25-000256 RODRIGUEZ 2008 REVOCABLE TRUST
Related Case PR-25-000284
Hearing on Petition regarding Internal Affairs of a Trust and Request for Appointment of Trustee Probate Code §17200; Confirming Removal of Trustee, Appointing Trustee reset on the court’s own motion from 08/05/25:
REVIEW IN PROGRESS. PLEASE CHECK BACK.
PR-25-000284 RODRIGUEZ 2008 REVOCABLE TRUST
Related Case PR-25-000256
Hearing on Petition Regarding Family Trust Established by Jesus Espinoza Rodriguez in 2008 (filed by Daniel Rodriguez, David Rodriguez, Julian Rodriguez, Esther Bristow and Linda Rodriguez) reset on court’s own motion from 08/07/25:
REVIEW IN PROGRESS. PLEASE CHECK BACK.
PR-21-000186 ESTATE OF BONIFACIO ARSE TOBAR, AKA BONIFACIO TOBAR
Hearing on Second PrC§12200 Status Report of Administration:
Recommend court allow estate to remain open and reset Account Review Hearing of 12/08/25 to 06/24/26 at which time a third Status Report must be filed if the estate is not in a position to be closed.
Recommend court discharge order to show causes issued to personal representative and counsel and vacate the 12/03/25 order to show cause hearings.
Appearance not required (by VCourt if preferred).
PR-21-000815 ESTATE OF JONATHAN NICKOLAS WILLIAMS
Hearing on Petition for Termination of Proceedings and Discharge:
Notice appears complete.
The petition’s report of the status of this case does not appear correct. The parties tentatively settled the contested 850 petition (originally filed 09/01/21) at the Settlement Conference on 07/15/24. There were thereafter four review hearings held by this court to hear why the settlement had not been finalized and submitted to this court’s approval. Ultimately, on 03/05/25, which the court had said would be “set or settle”, with counsel for both sides present, the court set the contested 850 petition for trial. The trial is still on the court’s calendar, 01/06/26.
Please explain in greater detail what occurred since the tentative settlement was reached on 07/15/24, as this court has never approved of the settlement. On what authority was the settlement effected?
Appearance by counsel for co-personal representatives and counsel for objector mandatory (by VCourt if preferred).
PR-24-001246 ESTATE OF WILHELMINA ANN SOUZA AKA WILHELMINA A. SOUZA
Hearing on First Amended Motion for Protective Order and for Sanctions against Darrell Souza:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…
PR-25-000985 ESTATE OF DENISE COLEEN DAVIS
Hearing on Petition for Letters of Administration:
Recommend approval of petition.
Need proposed Letters, Form DE-150.
Recommend Inventory Review Hearing 04/28/26 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).
PR-25-000994 ESTATE OF CAROLE ANN PELCHAT
Hearing on Petition for Letters of Administration:
Neither the Petition nor Supplement (file marked 10/01/25) addressed the following issues:
• Petition item 8 must include the relationships of all those listed to the decedent.
• Petition item 8 did not properly label the proposed personal representative nor identify relationship to the decedent (Local Rule 8.26 D).
• Petitioner appears to have the least priority to serve as a personal representative than any other person or entity described in Pr. Code §§ 8461, 8465. A person with priority does not appear to have filed a competing petition. Recommend court require petitioner to mail notice (Form DE-121) to the Public Administrator.
• Submitted to court for determination: whether to order on the court’s own motion that petitioner conduct an heir search to identify and locate the decedent’s surviving intestate heirs to the nearest degree of kinship pursuant to PrC§6402.
• Forms DE-140 and DE-150, Proposed Order and Letters, not yet submitted.
Appearance by counsel required (by VCourt if preferred).