Probate Notes

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

 

THURSDAY, MARCH 19, 2026
Department 22
8:30 a.m.

PR-21-001242 THE MAXWELL HEINZLE SPECIAL NEEDS TRUST
Hearing on First Account Current and Report of Trustee and for Allowance of Attorney’s Fees continued from 11/01/23, 02/27/24, 08/27/24, 12/04/25:
On 02/27/24 the Court directed Trustee to bring account current.
On 08/27/24 the Court ordered Trustee to file an account current within forty-five (45 days) of that hearing.
On 11/24/25, more than one year after the deadline set by the court, the Trustee has filed a Supplement to the First Account bringing the account “current” to 10/22/24.
•    A Supplement may correct a mistake or omission, or add information, but it may not be used to allege new facts (such as to bring an account current). Please see California Rules of Court rules 7.3 and 7.53. 
On 12/04/25, the court directed trustee to file either an amendment to the First Account or an amended First Account and give new notice.
Nothing filed since last hearing.
Recommend court issue Order to Show Cause to Trustee to appear and show cause why surcharge should not be imposed, and/or the Trustee removed, for failure to present Account.
Appearance by Trustee and Trustee’s counsel required (by VCourt if preferred).    

PR-21-001275 ESTATE OF ERA MAE BRANCO, AKA MAE BRANCO
Account Review Hearing continued from 10/02/24, 03/12/25, 07/02/25:
A Petition for Final Distribution has been filed and set for hearing 04/01/26.
Hearing of 04/01/26 will be confirmed.
Appearance not required (by VCourt if preferred).    

PR-24-000480 ESTATE OF GLADYS MAE WOODS
Account Review Hearing:
PrC §12200 Status Report filed and set for hearing 04/21/26. 
Hearing of 04/21/26 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-24-000757 ESTATE OF DARRELL VERN BYE, JR. AKA DARRELL V. BYE, JR. DARRELL BYE

Hearing on Petition for Probate of Will and for Letters Testamentary (filed by M. Bye) continued from 09/19/24, 12/12/24, 07/03/25, 12/02/25, 02/04/26:
Will is not self-proving per Local Rule 8.23.  Proof of Subscribing Witness on file.
Opposition filed – 09/05/25, by D. Ferreira (will contest). Service appears complete.

Hearing on Petition for Letters of Administration (filed by D. Ferreira) continued from 09/04/24, 09/19/24, 12/12/24, 07/03/25, 12/02/25, 02/04/26:
Objection filed – 09/05/25, by M. Bye.

Possible long-cause matter. 
Matter was continued by the court from 02/04/26 to allow time for D. Ferreira to perfect notice on the will contest or the will contest would be stricken. 
Declarations file-marked 03/06/26 and 03/16/26 submitted to court for determination.
Appearance by counsel required. Anyone choosing to appear may do so either in person or remotely, by telephone, using VCourt.

PR-24-000796 ESTATE OF PATRICIA ANN ROBBINS, AKA PATRICIA ROBBINS
Account Review Hearing continued from 11/13/25:
On 11/13/25 court ordered the personal representative to file a PrC§12200 Status Report with Notice of Hearing within 90 days if the estate is not in a position to be closed.
• 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 issue Order to Show Cause to Administrator and Administrator’s counsel to be personally present pursuant to PrC§12202:
      o To show condition of estate and why estate cannot be distributed and closed;
      o So that court may order personal representative to prepare and file a First Account Current at the court’s discretion pursuant to PrC§12202(b).
      o Noncompliance may result in removal of personal representative from office (PrC§§12204, 8500).
Appearance by Administrator and Administrator’s counsel required (by VCourt if preferred).

PR-24-000836 ESTATE OF KWEI-CEE CHU
Account Review Hearing:
PrC §12200 Status Report filed and set for hearing 04/28/26. 
Hearing of 04/28/26 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-25-000187 ESTATE OF RONALD RAY EDWARDS, AKA RON EDWARDS
Related case PR-25-000188 
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
•    Inventory and Appraisal omits characterization of decedent’s property [PrC§8850(c)]. This information will be needed prior to the closing of the estate.
Recommend Account Review Hearing 12/16/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-25-000188 ESTATE OF GERALDINE EDWARDS, AKA GERI EDWARDS
Related case PR-25-000187 
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
•    Inventory and Appraisal omits characterization of decedent’s property [PrC§8850(c)]. This information will be needed prior to the closing of the estate.
Recommend Account Review Hearing 12/16/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-25-000299 ESTATE OF GARY JACKSON
1.    Inventory Review Hearing continued from 11/12/25:
Supplemental bond rider is on file.
An Amended Final Inventory and Appraisal is on file. Prior Notes have been cured.
If the court does not remove the personal representative today, recommend court set Account Review Hearing on the next available continuance date pursuant to Local Rule 8.82, as a PrC§12200 Status Report will be due in early June.

2.    Hearing on Petition for Removal of Personal Representative continued from 11/12/25:
Notice of Hearing not on file for the bond company. See PrC§1213.
Prior Note, rephrased: Proof of service of Citation (Form DE-122) not on file for the personal representative. See PrC§8500(b).
      -    Citation issued 02/13/26 was issued in the name of one of the heirs, Victoria W. A Citation has not been issued in the name of the personal representative.
Answer filed purs. to PrC§8500(c) – 11/04/25 (by personal representative). 
    On 11/12/25, the court set a deadline of this hearing for notice to be perfected.
Appearance by counsel required (by VCourt if preferred).
 

PR-25-000702 ESTATE OF MONICA MELENDEZ
(1)    Order to Show Cause issued 11/14/25 to Harry Roth, Esq.:
To appear and show cause for failure to appear at the 11/14/25 hearing and for possible sanctions of $300.00.

(2)    Hearing on Petition for Letters of Administration continued from 08/21/25, 10/01/25, 11/14/25:
On 11/14/25, the Court ordered that failure to appear and cure defects by next hearing will result in dismissal.
Nothing filed since last hearing. 
Recommend Court dismiss this action.
Prior notes:
• Form DE-111, Petition for Probate, has the following defects:
      o Authorization to Administer Under the Independent Administration of Estates Act box not checked.
      o Item 2(d)(3) omitted proposed amount to be deposited in blocked account. Petition seeks no bond.  The petition alleges personal property estimated at $00.00.
      o Item 8 did not include the proposed personal representatives (Local Rule 8.26 D).
      o Item 8 did not include ages of all relatives listed.
See California Rules of Court rules 7.3 and 7.53 regarding the types of forms that may be used to address the above defects.
• Form DE-121, Notice of Petition to Administer Estate, file marked 07/10/25 has the following defects:
      o Item 1 recites an “fka” for decedent that is not reflected on petition. 
      o Proof of service, page 2 recites an heir that does not match name on petition: specifically, Talina Melendez.
• Form DE-147, Duties and Liabilities, not on file.
• Form DE-140, Proposed Order, not submitted.
• Form DE-150, Letters, not submitted.
Appearance by counsel required (by VCourt if preferred).

PR-25-001101 MATTER OF MATTHEW EOFF, OR MATTER OF DURABLE POWER OF ATTORNEY OF RUFUS SANTOS, PRINCIPAL
1.    Hearing on Amended Petition (file-marked 11/24/25) to Invalidate and Revoke Power of Attorney Based on Undue Influence, Abuse of Authority and Elderly Abuse by Respondent and Mental Capacity of the Principal continued from 12/04/25:
• Does petitioner possess a copy of the Power of Attorney document? If so, please file a copy of it attached as an exhibit to a verified pleading purs. to PrC§4542. See California Rules of Court rules 7.3 and 7.53 for the types of pleadings that may be filed.
• Notice of Hearing (Form DE-120) not on file for Respondent/agent. See Probate Code sections 4544, 1220, 1214, and California Rules of Court starting with rule 7.50.
      o    Notice of Hearing on file for principal and the attorney representing principal and agent.
Objection filed – 12/01/25, by K. Hrenko as an individual. It appears the objection was prepared in response to the original petition and not the amended petition.

2.    Hearing on Motion to Disqualify Law Firm of Cyril Lawrence Inc as Counsel for Respondent Due to Conflict of Interest continued from 01/09/26:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…

3.    Hearing on Demurrer continued from 03/11/26:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…

4.    Hearing on Motion to Dismiss continued from 03/11/26:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…

Request for Judicial Notice file-marked 01/14/26. Submitted to court for determination.

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

PR-23-001082 ESTATE OF TERRY WAYNE MONKHOUSE AKA TERRY W. MONKHOUSE, TERRY MONKHOUSE
Hearing on Third PrC§12200 Status Report of Administration:
Notice appears complete.
Recommend court vacate previously set 06/10/26 Account Review Hearing and reset for 09/22/26.
Appearance not required (by VCourt if preferred).

PR-24-000487 ESTATE OF RICHARD R. BREHM
Hearing on Report of Administrator on Waiver of Account and Petition for Allowance of Statutory Compensation to Attorney for Ordinary Services, Compensation to Attorney for Extraordinary Services, for Costs of Administration and for Final Distribution Pursuant to Stipulation and Agreement for Distribution of the Estate:
The calculation of statutory compensation included receipts (appropriate, see Local Rule 8.69), however, the Schedule of Receipts included the petitioner’s $1,500.00 deposit to open the estate account. “Receipt” means property belonging to the estate that comes into the possession of the personal representative; the deposit by PR may be considered as a loan or advance by the personal representative to the estate. This Probate Examiner may not note the reporting of such a deposit in the Schedule of Receipts as an isolated defect provided that it does not then increase the calculation of statutory compensation. See CRC rule 7.705.
Recommend approval of the Report and Petition with the modification that counsel’s statutory compensation is approved at the reduced amount of $13,949.71 (calculated by reducing probate fee base by $1,500.00).
Need updated Order.
Recommend court vacate Account Review Hearing of 06/23/26.
Recommend Discharge Review Hearing 09/24/26 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-25-000010 ESTATE OF NANCY LOU PETTY
Hearing on First and Final Report of Administrator and Petition for Final Distribution on Waiver of Statutory Compensation to Administrator, Predistribution be Approved, Reimbursement to John Simmons and Release of Bond:
The report indicates that the personal representative made a preliminary distribution of $70,000.00 to one of the heirs without prior Court approval.  Written agreements are on file from all heirs.
Submitted to court for determination:
•    Administrator’s failure to obtain court’s authorization prior to executing distribution of greater than $10,000.00 to one of the heirs. See Probate Code section 10501(a)(4).
Appearance by personal representative (self-represented) required (by VCourt if preferred).

PR-25-001212 ESTATE OF PATRICK HEANEY
Hearing on Petitioners Amanda Heaney and Tina Heaney’s Motion for Order Prohibiting Sale or Transfer of Estate Property Pending Determination of Authority:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…

PR-25-001284 VIRGINIA DARE ROMEO TRUST UAD APRIL 13, 1999
Hearing on Petition for Return of Personal Property (Probate Code Section 850); Elder Financial Abuse (WIC sections 15610.30 et seq); for Double Damages (Probate Code Section 859); and for Attorneys’ Fees and Costs:
Response filed - (file marked 03/12/26 by Bank of America, N.A.)
The following defects must be addressed by petitioner:
•    Notice of Hearing (by mail) appears defective: 
    o    Untimely pursuant to Probate Code section 851(a).
    o    The petition reflects that the respondents appear to be persons claiming an interest in, having title to or possession of the property. See PrC§851(a) and CCP§413.10 et seq.
•    Petition omitted a list of parties entitled to Notice pursuant to Probate Code section 17201.
Hearing Required.
Appearances required (by VCourt if preferred).

PR-26-000122 ESTATE OF FRANCISCO H. CORTEZ
Hearing on Petition for Letters of Administration:

Defects in the Form DE-111, Petition:
•    Caption box did not address “Authorization to Administer Under the Independent Administration of Estates Act.”
•    Item 5a(3) or (4) incomplete (existence of registered domestic partner).
•    Item 5b incomplete (existence of stepchild or foster child who would have been adopted but for a legal barrier).
•    Item 8 did not identify/label the proposed personal representative (Local Rule 8.26 D).
The following must be addressed in the Court’s file:
•    Waivers of bond [Form DE-142/DE-111(A-3e)] not on file for all intestate heirs (see Probate Code section 6401). Bond may be required. Full bond would be 31,000.00. Minimum bond would be $20,000.00 pursuant to Local Rule 8.33.  Submitted to Judge for determination.
•    Form DE-121 Notice of Petition to Administer Estate omitted service to one of the heirs reflected in Item 8 of the petition.
•    Affidavit of publication not on file. See Local Rule 8.12.
•    Form DE-140, Proposed Order, not submitted.
•    Form DE-150, Letters, not submitted.
See California Rules of Court rules 7.3 and 7.53 regarding the types of pleadings that may be used to address these defects.
Appearance by petitioner (self-represented) required (by VCourt if preferred).

PR-26-000124 ESTATE OF JANET A. HEILBRONN, AKA JANET ADELE HEILBRONN
Hearing on Petition for Letters of Administration:
Waiver of bond on file.
Recommend approval of petition.
Recommend Inventory Review Hearing 09/22/26 pursuant to Local Rule 8.41B.
Appearance not required (by VCourt if preferred).

PR-26-000125 ESTATE OF MARJORIE E. SIMPSON
Hearing on Petition to Determine Succession to Primary Residence:
Notes have been cured. In future, please rely on statements of facts in Attachment 11 and not only refer to attached Exhibits. PrC§13152(a) explicitly requires statements of facts and not only reference to supporting documentation.
If no one appears to object, recommend court find notice complete and approve the petition.
Appearance not required (by VCourt if preferred).
 

PR-26-000130 ESTATE OF MILDRED POLK, AKA MILDRED TAYLOR
Hearing on Petition for Letters of Administration:
Requested bond of $168,000.00 appears adequate based on estimated value of estate alleged in the petition.
Recommend approval of petition as supplemented.
Recommend Inventory Review Hearing 09/23/26. 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-26-000132 ESTATE OF MATTHEW EDWARD SIMPSON
Hearing on Petition to Determine Succession to Primary Residence:
If no one appears to object, recommend court find notice complete and approve the petition.
Appearance not required (by VCourt if preferred).
 

FRIDAY, MARCH 20, 2026
Department 22
8:30 a.m.

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, 10/28/25, 02/05/26:
Prior Notes have been cured.
Recommend approval of Report and Petition as amended.
Recommend Discharge Review hearing 09/24/26 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-23-001036 ESTATE OF AUREL VIREGAN
Hearing on First and Final Report of Administrator and Petition for Final Distribution on Waiver of Account and Waiver of Statutory Compensation continued from 02/18/26:
Prior defects cured.
Recommend approval of petition.
Recommend Discharge Review Hearing 09/24/26 pursuant to Local Rule 8.92.
Appearance not required (Anyone wishing to appear may do so in person, or remotely, by telephone using VCourt).
 

PR-25-000025 ESTATE OF PATSY SUE OLDHAM DUKE, AKA PATSY SUE DUKE, PATSY S. DUKE
Hearing on First and Final Account and Report of Administrator with Will Annexed and Petition for its Settlement, for Allowance of Statutory Compensation to Attorney and for Final Distribution:
Prior Notes have been cured.
Recommend approval of Account and Petition as supplemented.
Recommend Discharge Review Hearing 09/24/26 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-25-001155 ESTATE OF THAYER LORING BECK
Hearing on Petition for Letters of Administration continued from 12/11/25, 01/21/26, 02/27/26:
New Note:
• Supplement file-marked 02/27/26 was not verified by the petitioner. See California Rule of Court 7.103, California Code of Civil Procedure sections 2015.5, 446.
• Supplement file-marked 02/27/26 identified two additional heirs of the decedent who were not given notice by mail of this proceeding. See Form DE-121, Notice of Petition to Administer Estate, and California Rules of Court rule 7.51(d) for notice on an interested person who is a minor.
Prior Notes remain:
• Petition item 3e was not completed (reasons why a bond would not be required, as the petitioner has requested a bond not be required).
      o Full bond would be $420,136.00 based on estimated value of decedent’s estate alleged in the petition. 
      o Waivers of bond are on file from the heirs. 
          +    At least one of the heirs has been described as a minor of 17 ½ years of age. Guardian ad litem has not been appointed. Bond may be required.
• Need new proposed Form DE-150, Letters: item 4 on the right-hand column must include the date of city where the petitioner signed the form.
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-25-001319 ESTATE OF LINDA N. ELLIOTT, AKA LINDA NELLE ELLIOT, LINDA CUDD, LINDA N. CUDD, LINDA BEST, LINDA N. BEST, LINDA SHIPMAN
Hearing on Petition for Probate of Will and for Letters Testamentary continued from 01/28/26:
Notes have been cured.
Recommend approval of petition including setting bond at $20,000.00, and admission of will to probate.
Recommend Inventory Review Hearing 09/22/26 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).

MONDAY, MARCH 23, 2026

Department 22 
There are no decedent's estates or trust matters on calendar

TUESDAY, MARCH 24, 2026
Department 22
8:30 a.m.

PR-22-000875 ESTATE OF J. JESUS JIMENEZ
Hearing on First Amended (file-marked 11/17/25) Petition and Report on First and Final Account of Administration, for Waiver of Statutory Commission by Administrator, for Allowance of Statutory Attorney Fees, and for Final Distribution continued from 07/31/25:
Prior Notes remain:
•    Notice of Hearing file-marked 11/17/25 appeared defective: the amended pleading was not filed until 11/17/25, but notice thereon was mailed 10/31/25. On 11/18/25, the court ordered the personal representative to perfect new notice purs. to CRC rule 7.53. Not on file.
•    A Declaration of counsel was not attached as alleged in the Petition paragraph 13(d).
Recommend continuance to 05/08/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-22-001276 ESTATE OF GEORGIANNA MOSS
Inventory Review Hearing continued from 08/20/25, 12/10/25:
Letters issued 01/02/25. Inventory and Appraisal due 04/02/25.
Final Inventory and Appraisal is on file.
Prior notes:
•    Appraisal totals were omitted on page 1. 
•    I&A was not signed by both co-special administrators pursuant to PrC §8852(b).
•    The I&A lists an IRA account.  Did this account designate a pay on death beneficiary? Please explain.
On 12/10/25, the Court:
      +    Indicated if this matter not resolved by the next hearing, the Court will set this matter for trial.
      + The Court directed counsel to file status report, either joint or separate, regarding meet and confer efforts.  Joint Status Declaration is on file indicating further investigation on the accounts will be needed.  
      + Directed counsel Javier to submit Letters.  Letters for Special Administration for co-Administrators, Packy Moss and Aaron Moss, have been submitted and issued.
Appearance by counsel and each co-special administrator required (Per prior court’s directive, personal appearance is required at this hearing. VCourt will not be permitted).

PR-23-000726 ALFONSO GENEL NAVARRO TRUST
Hearing on Amended Petition (file-marked 01/29/24) to Invalidate Trust Based on Undue Influence, for Surcharge Damages for Breach of Fiduciary Duty, to Compel Production of Accounting and Trust Records, for Removal of Trustee, Alfonso Genel Cuevas, for Double Damages and for Attorney’s Fees and Costs continued from 10/11/23, 01/30/24, 04/16/24, 08/06/24, 10/29/24, 03/26/25, 07/09/25, 08/22/25:
Objection to Amended Petition (file marked 05/30/24 - by Alfonso G. Cuevas)
On 08/22/25, the parties were ordered to mediation as the trust mandates arbitration by the provisions of the American Arbitration Association.  Parties were directed to contact the AAA.
Need status of arbitration.
Hearing required.  
Appearances by co-petitioners’ counsel and objector (self-represented) required. (Anyone appearing at this hearing may do so either in person or remotely, by telephone, using VCourt)

PR-24-000365 ESTATE OF JAMES D. LUNA
1.    Account Review Hearing:
The Account Review Hearing will be vacated.

2.    Hearing on PrC§12200 Status Report of Administration (file-marked 10/30/25) continued from 01/06/26, 01/30/26:
Prior Note remains:
•    Notice of Hearing not on file (see PrC§12201).
On 01/06/26 and again on 01/30/26, the court ordered personal representative to perfect notice pursuant to PrC§12201 before the next hearing or surcharge may be imposed. 

3.    Hearing on Order to Show Cause to personal representative issued 01/30/26:
To appear and show cause why the court should not impose surcharge and/or remove the personal representative from office for failure to appear, failure to abide by the court’s order.

4.    Hearing on Order to Show Cause to personal representative’s counsel issued 01/30/26:
To appear and show cause why the court should not sanction or impose surcharge for failure to appear, failure to perfect notice of hearing as previously ordered.

5.    Hearing on PrC§12200 Status Report of Administration (file-marked 01/30/26):
•    Status Report is signed by the personal representative’s counsel and not the personal representative; Report is also not verified. 
•    Notice of Hearing not on file (see PrC§12201).

Appearance by personal representative, personal representative’s counsel mandatory (by VCourt if preferred).

PR-24-000593 ESTATE OF VIVIAN ELIZABETH WHEELAND, AKA VIVIAN ELIZABETH PETRA OLSON
Hearing on Order to Show Cause to personal representative issued 11/19/25:
To appear and show cause why the court should not impose surcharge, suspend and/or remove the personal representative from office for neglecting this case purs. to PrC§8500.

Account Review Hearing:
Nothing filed since previous hearing. Prior Notes remain:
On 11/19/25, the court ordered personal representative to file a PrC§12200 Status Report (with Notice pursuant to PrC§12201) within forty-five (45) days, to include a statement explaining her failure to file the Inventory and Appraisal. 

Appearance by personal representative (self-represented) mandatory. Anyone appearing at this hearing may do so either in person or by telephone, by VCourt, if preferred.

PR-24-001027 ESTATE OF BARBARA ANN CRUICKSHANK
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 08/05/26 to allow time for filing of above pleadings. If neither pleading is on file by the next hearing date, the court may issue an order to show cause for personal representative to appear pursuant to PrC§12202.
Appearance not required (by VCourt if preferred).

PR-25-000410 ESTATE OF LINDA MCMILLEN, AKA LINDA FAY MCMILLEN
Inventory Review Hearing continued 12/02/25:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 09/29/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-25-000459 MATTER OF OLDSON FAMILY TRUST
Hearing on Petition for 1. Internal Affairs of a Trust and Contest of Accounting; 2. Breach of Fiduciary Duties by Former Trustee; 3. Surcharge of Former Trustee; 4. Elder Financial Abuse; 5. Attorney’s Fees continued from 09/04/25, 11/18/25:
•    Prior Note remains: Body of Petition omitted the names and mailing addresses of those entitled to notice (PrC§§17201, 15804).
•    Submit to court’s determination whether the Notice on Form DE-120 file-marked 11/26/25 is adequate for a request for finding of financial elder abuse and exemplary damages pursuant to PrC§851(c)(2).
•    Proposed Order omitted necessary findings purs. to WIC§15610.30 and PrC§859. 
Appearance by counsel required (by VCourt if preferred).

PR-25-000725 MATTER OF MOSS 2001 REVOCABLE TRUST
Hearing on Petition for an Order to Recover Real Property Belonging to the Trust and Request for Double Damages and Attorney’s Fees continued from 11/20/25:
On 11/20/25, the court directed petitioner to file proof of personal service on Aaron Moss as an individual purs. to PrC§851.
•    Proof of Personal Service, Form POS-020, file-marked 01/06/26, appears incomplete: it reflects that the petitioner was served with a copy of the petition and a copy of a Notice of Hearing, but the only Notice of Hearing on file is the one file-marked 10/20/25, which gave notice of the hearing date of 11/20/25. PrC§851 requires that, thirty days in advance of a hearing, notice be given of that hearing to set in the future. 
Recommend court direct petitioner to have Aaron Moss served personally with a new Notice of Hearing for the next continued hearing date. 
Recommend continuance to 06/24/26 to allow time to perfect notice.
Appearance not required (by VCourt if preferred).

PR-25-000872 ESTATE OF ANN ELIZABETH BELL, AKA ANN E. BELL
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Petition for Final Distribution has been filed and set for hearing on 04/21/26.
Hearing of 04/21/26 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-25-000884 ESTATE OF VICKI BOZARTH, AKA VICKI LYNN BOZARTH
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 12/02/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-23-000109 MATTER OF THE LEO LANDUCCI AND PATRICIA LANDUCCI REVOCABLE LIVING TRUST OF 2007
Hearing on Petition to Reopen Probate and Vacate Dismissal Due to Extrinsic Fraud Upon the Court:
REVIEW IN PROGRESS. PLEASE CHECK BACK.

PR-24-000959 ESTATE OF GERI LYNN ROTHSTEIN, AKA GERI ROTHSTEIN
Hearing on First and Final Report of Executor and Petition for Final Distribution on Waiver of Account and Request for Statutory Compensation:
Recommend approval of Report and Petition.
Recommend Discharge Review Hearing 09/24/26 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).
 

PR-24-001028 ESTATE OF CYNTHIA L. TRUMAN, AKA CYNTHIA LEE TRUMAN
Hearing on PrC§12200 Status Report of Administration
Examiner notes counsel submitted an order after hearing. An order is not required for Status Reports.
•    Notice of Hearing file-marked 01/30/26 did not reflect that notice was given to one of the creditors that have filed a claim and for whom it does not appear that personal representative has filed Form DE-174 Allowance or Rejection of Creditor’s Claim [PrC§§12201(b), 48]; Specifically, City of Modesto.
Recommend continuance to 05/20/26 to coincide with previously set Account Review Hearing to allow time to perfect notice.
Appearance not required (by VCourt if preferred).

PR-25-000014 ESTATE OF SALLY ANN BROWN
Hearing on First and Final Report of Administrator and Petition for Settlement and Final Distribution on Waiver of Accounting:
The following must be addressed in the Petition:
•    The Assignments of Interest attached to the Account as Exhibit 3 and Exhibit 1 of the supplement were not filed with the court; agreements constituting transfers for consideration must be filed in order to be effective. See PrC§11604(d).
    o    Assignments of Interest must be notarized and filed separately, not attached to any other pleading. See Local Rule 8.87 and PrC§11604. 
•    Computation of statutory compensation, including gains on sales, is required even when compensation is waived (see Local Rules 8.69, 8.83 J). Please see calculator tool available online at https://www.stanislaus.courts.ca.gov/divisions/probate/calculator-tools 
•    Itemization of costs of administration was omitted (see Local Rules 8.69, 8.83K).
•    Legal description of the real property omitted. See CRC rule 7.651(B)(3).
•    Please provide a Schedule for Distribution. See Local Rule 8.83M.
The following must be addressed in the proposed order:
•    Legal description of the real property omitted.
Recommend continuance to 06/10/26 to allow time to cure defects.
Appearance not required (Anyone wishing to appear may do so in person or remotely, by telephone, using VCourt).
 

PR-25-000147 MATTER OF ROBERT H. AND JOANNE MUELLER JUNE 1977 TRUST DTD JUNE 30, 1977
Hearing on Petition to Amend and Correct Order Confirming Trust Assets and Exhibits:
REVIEW IN PROGRESS. PLEASE CHECK BACK.

PR-25-001212 ESTATE OF PATRICK HEANEY
Hearing on Petitioners Amanda Heaney and Tina Heaney’s Motion to Compel Accounting:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…

PR-25-001289 MATTER OF ROY KLEIN AND VELMA EDNA KLEIN FAMILY TRUST
Hearing on Petition for 1. Cancellation of Instrument (Undue Influence; Lack of Capacity); 2. Trust Accounting; 3. Removal of Trustee; 4. Financial Elder Abuse; 5. Constructive Fraud; 6. Return of Trust Assets; 7. Unjust Enrichment:
•    Need copies of the original Trust, and the First, Second, and Third Amendments to the Trust if they do not completely restate the Trust.
•    Please then identify the particular Trust provisions at issue.
•    Please include street addresses, assessor’s parcel numbers, and the legal description of both assets identified in Petition paragraph 24.
•    Is petitioner aware of the date the Trustor was diagnosed as lacking capacity, or of the name of the doctor who made the diagnosis? (Petition paragraphs 2, 17)
•    Is petitioner aware of the name of the attorney who was alleged to have assisted in creating at least one of the Trust amendments? (Petition paragraph 20).
•    Who asked the Trustee to provide accountings, by what method, and when? (Petition paragraphs 26, 35).
•    From what specific start date does Petitioner seek an accounting?
•    Which specific assets does petitioner seek to have transferred back to the Trust?
•    What amount of damages is petitioner seeking?
•    Does the Trust identify an alternate successor Trustee? If not, it appears necessary for the court to set a bond. See PrC§15602(a)(3).
•    Notice of Hearing not on file. See PrC§851 and CCP§§413.10 et seq.
Recommend continuance to 07/29/26 to allow time to cure defects. Please see California Rules of Court rules 7.3 and 7.53 for the types of pleadings that may be filed to address these defects.
Appearance not required (by VCourt if preferred).
 

PR-26-000135 ESTATE OF PAULINE ROCHA
Hearing on Petition for Letters of Administration:
•    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.
The request for deposit of “any funds” in a blocked account will be submitted to the court’s determination once other defects are cured.
Recommend continuance to 05/15/26 to allow time to cure defects.
Appearance not required (by VCourt if preferred).