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 APRIL 7, 2025
The proposed revisions to the Local Rules, which will take effect July 1, 2025, are now available for download . The public commenting period is open until May 15, 2025.

POSTED MARCH 5, 2025
Inventory and Appraisals: 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 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 OCTOBER 15, 2024, UPDATED JANUARY 2, 2025To those in the probate community who handle or assist with Conservatorships: Please take care to learn about the revision to Judicial Council Form GC-355 and new attachment Form GC-356 which went into effect January 1, 2025, and the new requirements for that form based on Senate Bill 280.

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, JUNE 12, 2025

Department 22
8:30 a.m.

PR-22-000857 ESTATE OF GWENDOLYN LORRAINE BROUILLARD, AKA GWENDOLYN L. BROUILLARD, GWEN BROUILLARD
Discharge Review Hearing:Pursuant to the Status Report file-marked 06/02/25 and the Supplemental Accounting file-marked 06/02/25, the personal representative seeks to and has retained approximately $32,740.73 of estate assets without the court’s prior authorization as required by Local Rules 8.68 and 8.92. Had the PR obtained the court’s approval to retain this amount, pursuant to Local Rule 8.92 C, the court would have set an account review hearing and not a discharge review hearing, and the PR would have been required to file a supplemental accounting for hearing and give notice thereon. Accordingly, Examiner recommends the court set a hearing on the Supplemental Accounting file-marked 06/02/25, to be heard 10/01/25, and order the PR to give notice thereon pursuant to statute and rule, as well as filing proof of service of the Status Report.
Appearance not required (by VCourt if preferred). 

PR-23-000349 ESTATE OF PAMELA C. NYEGAARD
Discharge Review Hearing:
•    Receipts of distribution on file from eight of the nine distributees. Receipt not on file from distributee M. Steven B.
•    The receipts of distribution to the eight heirs do not agree with the court’s order:
    o    Receipts of distribution to 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.
Appearance by counsel required (by VCourt if preferred).

PR-23-000502 ESTATE OF GEORGE LOUIS WANNER
Discharge Review Hearing:
See Local Rule 8.92. Form DE-295, Ex Parte Petition for Final Discharge and Order, not yet submitted at time of review.
Recommend continuance to 08/21/25 to allow time for above pleading to be submitted.
Appearance not required (by VCourt if preferred

PR-23-000509 ESTATE OF JULIA ANN McCLEERY
Discharge Review Hearing:
See Local Rule 8.92 and Judicial Council Form DE-295.
Receipts of distribution not on file [see Pr. Code section 11753(b)].
Consider downloading the form from https://selfhelp.courts.ca.gov/jcc-form/DE-295 . 
Ex Parte Petition for Final Discharge was returned for correction on 06/11/25.
Recommend continuance to 08/21/25 to allow time for above pleadings to be filed.
Appearance not required (by VCourt if preferred).

PR-23-000857 ESTATE OF ANNAMARIE FACHA, AKA ANNA MARIE FACHA
Discharge Review Hearing:
See Local Rule 8.92.
Receipts on distribution not on file.
Ex Parte Petition for Final Discharge was returned for correction on 06/11/25.
Recommend continuance to 08/21/25 to allow time for above pleadings to be filed.
Appearance not required (by VCourt if preferred).

PR-24-000973 MATTER OF RANCAÑO 2015 REVOCABLE TRUST
Hearing on Petition to Confirm Trust Asset continued from 01/09/25, 05/13/25:
•    Notice of Hearing file-marked 05/22/25 reflects notice was defective: untimely.
•    Proposed Order not yet submitted.
Once Notes are cured, matter will be submitted to court for determination.
Recommend continuance to 08/22/25 to allow time to perfect notice.
Appearance not required (by VCourt if preferred).

PR-21-001327 ESTATE OF ANECIA LEARY
Hearing on Petition for First and Final Account and Report of Administrator and Petition for its Settlement, for Allwoance of Statutory Attorney Fees, Administrative Commissions, for Reimbursement to Attorney and for Final Distribution:
Informationally, please see Local Rules 8.68 and 8.92 regarding the amount of the requested reserve. This is not a defect.
•    Statement regarding family/affiliate relationship omitted [see PrC§1064(a)(4)].
•    Report (page 2, lines 7-9) omits clear statement of compliance with PrC§9050 or a statement that there are no creditors known or reasonably ascertained. See PrC§9053(d). What were the results of the administrator’s “reasonable efforts”?
•    Administrator reports that notice to Franchise Tax Board was not required in this matter. Notice to the FTB is mandatory in all such matters [see PrC§9202(c) and Local Rule 8.83 G].
•    Report (page 3, lines 1-4) reflects that a Supplemental Inventory and Appraisal was concurrently filed. No such pleading appears to have been filed.
•    Report (page 5, lines 4-8) reflects that the administrator made preliminary distributions of cash to three of the eight heirs. Did he serve a Notice of Proposed Action for these distributions? See PrC section 10520.
•    Report (page 6, line 12) does not appear correct. A Request for Special Notice was filed on 02/05/24.
•    Notice of Proposed Action must be filed, with affidavit of mailing attached, per Local Rules 8.83 N and 8.100.
•    Schedule C-1 (Disbursements): ATM withdrawal is a method of transfer, not a payee. Does the administrator know who withdrew $160.00 from that account 9 days after the decedent passed, and why?
•    Schedules I and J (proposed distributions) leave $4,684.67 undistributed. Is the administrator intending to add that amount to the reserved funds, thus reserving $19,684.67? 
•    Notice of Hearing file-marked 05/27/25 gave the incorrect address for this court. This court is located at 801 10th Street, Modesto. The clerk’s office is located on the Fourth floor, and this courtroom, Department 22, is located on the Sixth floor.
•    Proposed Order not yet submitted.
Recommend continuance to 10/01/25 to allow time to cure defects, provide notice to the Franchise Tax Board pursuant to statute and give them time to respond.
Appearance not required (by VCourt if preferred).

PR-22-001293 ESTATE OF CYNTHIA MARIE DIAZ-DIAMONDHearing on Final Account and Report, Waiver of Accounting and Petition for Final Distribution: 

Technical defects with the pleading:
•    Verification omitted personal representative’s signature and date of her signature (See California Rule of Court 7.103, California Code of Civil Procedure sections 2015.5, 446).
•    Statement regarding family/affiliate relationship was omitted [see PrC§1064(a)(4)].
•    Statement regarding interest bearing accounts was omitted [see PrC§1064(a)(5)].
•    Statement regarding Property Tax Certificate [Probate Code 8800(d) (re: change of ownership statement)] was omitted.
•    List and description of the costs of administration was omitted (see Local Rules 8.69, 8.83K).
•    Personal representative did not include either a request for statutory compensation or a statement that she has waived compensation in this matter (see Local Rules 8.69, 8.83 J).
•    Report does not include statement that by her signature thereto, the personal representative waives an accounting of the estate.
•    Report did not include allegation regarding creditor’s claims. Please review Probate Code section 10900, California Rules of  and Local Rule 8.83 B.
•    Report omitted the characterization of decedent’s property (whether the asset was decedent’s separate property or community property).
•    Petition did not include the description of the property on hand for distribution, including the legal description and assessor’s parcel number of the real property, nor the order of specific distribution sought. See CRC 7.651, Local Rule 8.83M.
•    Report did not address the status of the allowed Creditor’s Claim from the IRS. Notice of Hearing not on file for creditor (Probate Code §§ 48, 9250, 11640, 11429; California Rule of Court 7.401).
•    Notice of Hearing not on file (PrC §§ 10830, 11000, 11601).
•    Proposed Order not yet submitted.

Material defects with the pleading:The report includes an allegation that the estate is insolvent, however the sole asset of the estate was a piece of real property, which the personal representative alleged she had already transferred to herself (without the court’s prior authorization). Did the personal representative pay the creditor’s claim to the U.S. Internal Revenue Service? If not, the court’s recourse may be to order the personal representative to transfer the property back to the estate, order the property sold, and order the personal representative to use the sale proceeds to pay the Creditor’s Claim.

Recommend continuance to 10/07/25 to allow time to cure defects.Appearance not required (by VCourt if preferred).

PR-24-000148 ESTATE OF TIMOTHY ALLEN OWNBY, SR
Hearing on PrC§12200 Status Report of Administration:
Notice appears complete. 
Recommend court set a further Account Review Hearing 06/10/26.
Appearance not required (by VCourt if preferred).

PR-25-000125 MATTER OF THE TESTAMENTARY TRUST OF JAMES A. HIGGINS
Hearing on Petition for Order for Support of Beneficiary:
Please file a copy of judicial decree that established the testamentary trust, e.g., the Order for Final Distribution filed in the decedent’s estate court proceeding. See CRC rule 7.650.
Please clarify that this court is the proper venue for this proceeding. Where is the principal place of administration of the trust? See PrC§17005(a)(1).
Proposed Order contains findings that do not agree with the petition: see lines 15 through 18, and lines 24 through 27 on page 3 of the order.
Proposed Order contains an order that was not included in the prayer of the petition: see lines 12 through 14 on page 4 of the order.
Recommend continuance to 07/31/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

ADD-ONS

PR-23-000531 ESTATE OF RAMESH CHAND
Inventory Review Hearing continued from 02/11/25, 06/05/25:
Final Inventory and Appraisal on file.
•    I&A item 6 (counsel’s statement regarding bond) does not appear correct, as the court required a bond be posted in this matter and the bond is on file with the court.
•    Current bond does not appear sufficient. Personal Representative did not file ex parte for increase of bond [PrC§8480(c), CRC 7.204].
An Amended Final I&A was filed on 06/10/25; which cured the first note above, however, the amended pleading bears the same signatures as the original pleading file-marked 06/02/25, which indicates that the original form was signed, filed, then altered and filed again. This is not permitted.
Appearance by counsel required, to address bond (by VCourt if preferred).

PR-24-000709 ESTATE OF CONSUELO GLADYS QUINTERO
Inventory Review Hearing continued from 06/04/25:
Final Inventory and Appraisal on file. Current bond does not appear sufficient. 
Ex parte Application and Order for increase of bond [PrC§8480(c), CRC 7.204] has been reviewed and is recommended for approval.
Recommend Account Review Hearing 02/04/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

FRIDAY, JUNE 13, 2025

Department 22
8:30 a.m.

PR-20-000786 ESTATE OF ISABEL YALLI, AKA ISABELL YALLI
Hearing on Fourth PrC §12200 Status Report continued from 01/23/25, 04/17/25: 
Notice appears complete. 
Recommend court set a further Account Review Hearing 12/16/25.
Appearance not required (by VCourt if preferred).

PR-22-000785 ESTATE OF ANA ROSA SERRANO
Hearing on Second Amended (file-marked 02/13/25) Final Report of Administrator on Waiver of Account and Petition for Allowance of Statutory Compensation to Attorney and Administrator and for Final Distribution continued from 07/24/24, 10/03/24, 01/29/25, 03/07/25, 05/02/25:
•    Date and place of mailing both omitted from Notice of Hearing file-marked 05/05/25 (item 4 on page 2).
Recommend continuance to 08/22/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-22-001133 ESTATE OF KIM LUANA CHENAULT, AKA KIM L. CHENAULT, KIM CHENAULT, KIM LUANA WEBSTER, KIM L. WEBSTER
Hearing on Order to Show Cause issued 04/11/25:
Order to Show Cause will be discharged as prior note has been cured.

Hearing on Petition for Final Distribution on Waiver of Accounting and Request for Administrator’s Statutory Compensation continued from 02/27/25, 04/11/25:
Prior Notes have been cured.
Recommend approval of petition.
Recommend Discharge Review Hearing 12/18/25 pursuant to Local Rule 8.92.
Appearance not required (by VCourt if preferred).

PR-22-001165 ESTATE OF CLIFFORD HENRY VILMUR  
Hearing on Petition for Final Distribution, Settlement of First and Final Account, Allowance of Compensation of Personal Representative and Allowance of Attorney’s Fees Waiver of Account continued from 04/10/25:
Nothing filed since previous hearing. Prior Note remains:
•    The calculation of statutory compensation does not appear correct; the Report reflects the fee base was pulled from the Final Inventory and Appraisal, however the amount reported (paragraphs 14 and 20) was from the Reappraisal for Sale filed on the same date (the property was ultimately not sold). The fee base must be pulled from the Final I&A, to wit: $237,000.00.
•    Proposed Order not yet submitted.
Appearance by counsel required (by VCourt if preferred).

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:
Notes have been cured.
Recommend approval of Report and Petition as supplemented.
Recommend Discharge Review Hearing 12/18/25 pursuant to Local Rule 8.92.
Appearance by counsel and Guardian ad litem required (by VCourt if preferred).

PR-25-000035 ESTATE OF YVONNE ANNEATTE ALLEN, AKA YVONNE A. ALLEN
Hearing on Petition for Probate of Will and for Letters Testamentary continued from 02/27/25, 04/11/25:
Continued from 04/11/25 on the court’s own motion to allow time to cure defects.
Hearing required.
Appearance by counsel required (by VCourt if preferred).

PR-25-000175 ESTATE OF ROBERT RICHARD BLASE
Hearing on Petition for Letters of Administration continued from 04/10/25:
Prior Notes have been cured.
Recommend approval of petition.
Recommend Inventory Review Hearing 12/16/25 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).

PR-25-000274 ESTATE OF JUAN MANUEL ARRIAGA
Hearing on Petition for Letters of Administration continued from 05/06/25:
Some defects cured. Prior notes remain:
•    Waivers of bond not on file for all intestate heirs (Specifically, Juan Arriaga). (see Probate Code section 6401.  
    o    Minor heir’s custodial parent does not appear to have authority to waive bond on minor’s behalf. Guardian ad litem has not been appointed. Bond may be required.  Minimum bond would be $20,000.00 pursuant to Local Rule 8.33, maximum bond would be $565,800.00 pursuant to estimated value of estate.
Bond may be required at the court’s discretion.  Minimum bond Submitted to court for determination once other defects are cured.
•    One of the heirs is a minor. A Guardian ad Litem may be necessary.  
Recommend continuance to 10/31/25 at petitioner’s request to allow time for minor beneficiary to reach the age of majority.
Appearance not required (by VCourt if preferred).

PR-25-000298 ESTATE OF SOTERO S. RAMOS, AKA SOTERO SILVEIRA RAMOS, AKA SOTERO RAMOS
Hearing on Petition for Probate of Will and for Letters Testamentary continued from 05/08/25:
Will is self-proving.
Notice has been perfected.
Recommend approval of petition and admission of Will to probate.
Recommend Inventory Review Hearing 12/16/25 pursuant to Local Rule 8.41 B.
Appearance not required (by VCourt if preferred).

MONDAY, JUNE 16, 2025
Department 22 
There are no decedent's estates or trusts on calendar

TUESDAY, JUNE 17, 2025

Department 22
8:30 a.m.

PR-23-000437 ESTATE OF KENNETH BEDOREHearing on First and Final Account/Waiver of Account and Report of Executor, Petition for Final Distribution continued from 02/04/25, 02/13/25:

Recommend court deem the “(Waiver of Account) and Report of (Executor/Administrator), and Petition for Final Distribution” file-marked on 05/27/25 to be the “First Amended Report of Administrator on Waiver of Account and Petition for Final Distribution”, which amends the pleading file-marked on 09/26/24.

Report reflects that the Executor transferred most assets of the estate, (real property, vehicles, furnishings) to the heirs more than a year ago without having first either received the court’s authorization for such a distribution, or giving a Notice of Proposed Action (when appropriate). Transfer of assets out of the estate without authority may be grounds for surcharge and/or removal of the Executor from office. Recommend court order the Executor to file a receipt of distribution signed by the other acknowledging that she received all the property that was allegedly transferred to her in 2023 as reported by the Executor.

Prior Notes remain:
•    Itemization of costs of administration was omitted (see Local Rules 8.69, 8.83K).
•    Proposed order not yet submitted.

Please see California Rules of Court rules 7.3 and 7.53 as to the appropriate mechanism for addressing these Probate Notes.

Recommend continuance to 09/04/25 to allow time to cure defects. Appearance not required (by VCourt if preferred).

PR-23-001343 ESTATE OF KATRINA LOCKETT
1) Hearing on Petition for Approval of Creditor Claim of the Personal Representative:
Notice appears complete.
Recommend approval of claim for $3,235.00 as sought.
Need Order After Hearing.

2) Account Review Hearing:Recommend court drop Account Review Hearing from calendar.

3) Hearing on First and Final Report and Account of Personal Representative and Petition for its Settlement, for Allowance of Statutory Compensation to Personal Representative and Counsel for Personal Representative, for Allowance of Extraordinary Compensation to Counsel for Personal Representative, for Withhold, for Costs and for Final Distribution continued from 03/20/25:
Prior Notes have been cured or otherwise addressed.Request for extraordinary attorney compensation submitted to court for determination. Paralegal’s hourly rate exceeds county norms. 
Appearance by counsel required (by VCourt if preferred). 

PR-24-000070 ESTATE OF WESLEY D. RAPER
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 10/21/25 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-24-000086 ESTATE OF GEORGE EDWARD COSTA, JR.
(1)    Hearing on First Amended (file marked 06/02/25) First and Final Report of Administrator on Waiver of Account and Petition for Allowance of Compensation to Attorney for Ordinary Services and for Final Distribution continued from 04/17/25:
Prior defects cured.
•    Need new order to correct defects in the proposed order submitted 04/03/25:
    o    Correct title of petition in caption and on Lines 16, 17, and 18.
    o    Omnibus clause not clearly stated.
Recommend approval of petition.
Recommend Discharge Review Hearing 12/18/25 pursuant to Local Rule 8.92.

(2)    Account Review Hearing:
Recommend court drop Account Review Hearing.
Appearance not required (by VCourt if preferred).

PR-24-000593 ESTATE OF VIVIAN ELIZABETH WHEELAND, AKA VIVIAN ELIZABETH PETRA OLSON
Inventory Review Hearing continued from 02/06/25:
Prior Notes remain:
•    Letters Issued 08/09/24.  Inventory and Appraisal (I&A) due 12/09/24.
•    On 02/06/25, the court ordered the I&A be filed within thirty days. I&A not on file.
Recommend court issue an Order to Show Cause to personal representative to be personally present to receive the court’s order. 
Recommend court compel personal representative to file the Final Inventory and Appraisal pursuant to Probate Code § 8804 or face possible sanctions including removal from office.
Appearance by personal representative (self-represented) mandatory. Anyone appearing at this hearing may do so either in person or by telephone, by VCourt, if preferred.

PR-24-000770 ESTATE OF JOYCE L. KESLER
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Petition for Final Distribution has been filed and set for hearing on 06/26/25.
Hearing of 06/26/25 will be confirmed.
Appearance not required (by VCourt if preferred).

PR-24-001034 ESTATE OF LETA MAZINE LUTZ, AKA LETA M. LUTZ, AKA LETA LUTZ
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 02/19/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-24-001082 ESTATE OF DAVID OWENS
Inventory Review Hearing:
Letters issued 01/13/25. Inventory and Appraisal due 05/13/25.
Partial No. 1 Inventory and Appraisal is on file. 
Final Inventory and Appraisal not on file.
Recommend continuance to 09/24/25 to allow time for filing above pleading.
Appearance not required (by VCourt if preferred).

PR-24-001186 ESTATE OF KATHLEEN ROSE HARLAN, AKA KATHY R. HARLAN, AKA KATHY HARLAN
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 02/19/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-24-001193 ESTATE OF JOSEPHINE RODRIGUEZ TORRES
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 02/18/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-18-000116 ESTATE OF GUADALUPE A. OROZCO, AKA LUPE OROZCO   
Hearing on Report of Sale and Petition for Order Confirming Sale of an undivided 50% interest of 758 Oxen Street, Paso Robles, CA (A.P.N.: 009-778-017):
•    On a showing of good cause, the court may consider other terms if the deposit is under the minimum of 10% of the purchase price (Local Rule 8.60). Pursuant to the purchase agreement, there was no deposit, but “Consideration… shall be the full faith of the Buyer’s ability to perform under the terms of this Agreement.”
•    The affidavit of publication reflects the published Notice of Intention gave notice that the sale was to be made on 04/30/25. The petition (item 4c) reported that the sale was made on 04/29/25. Date of sale was reported to have been prior to the date on or after the sale was to be made, as reflected in the published Notice of Intention to Sell. See PrC§10306. Pursuant to Local Rule 8.55(2) "The published notice of sale of real property constitutes a solicitation for offers. A petition must not be filed and an offer must not be accepted prior to the date of sale specified in the published notice. If this situation occurs, the sale will be denied."
      o    Petitioner filed a Supplement on 06/12/25: Petitioner appears to be arguing that he executed a “Notice of Private Sale” with a date of 04/28/25 (one day before the sale was made). That date does not appear anywhere in the affidavit of publication, but for the sake of argument, Examiner prepared the following Note as though 04/28/25 was the date published as the day on or after which the sale was to be made purs. to PrC§10304(a)(2). 
          +    Pursuant to the petitioner’s 06/12/25 Supplement, the published notice appears to have been defective. Recommend court vacate sale and order a new sale pursuant to PrC10313(c). The first date of publication was 04/20/25 and the third date was 04/27/25, therefore pursuant to PrC§10300(a) and GC§6063a, the published notice was not “complete” until the tenth day after the first date of publication, to wit: 04/30/25. See also PrC§§10300(b)(1), 10306. (Examiner will not address the fact that the published notice appears to have set a deadline for overbids to be submitted, which seems contraindicated by PrC§10306 which allows a sale to be made up to one year after the published notice of intent.) 
Appearance by petitioner’s counsel required (by VCourt if preferred).

PR-21-000487 ESTATE OF GREGORY ALAN HANTZ
Hearing on Petition for Final Distribution; for Order on First Account; for Approval of Statutory Personal Representative’s Fees; for Approval of Statutory Attorneys’ Fees; for Approval of Costs; for Extraordinary Fees:
Petitioner, in her 05/13/25 Supplement, clarified that this is both a First and Final Account and Petition for Order approving same. Proof of service is on file; Examiner considers the prior note cured.
•    Two Final Inventory and Appraisal forms are on file (11/08/22 and 12/10/24) that appear identical except for the following: appraised value of the asset, and there are two different A.P.N.’s reflected in the later filing. The court cannot approve Distribution until this is corrected. Did the later of the two forms correct the earlier? If so, it was incorrectly captioned. But which of the two A.P.N.’s included in the later I&A is correct?
•    Paragraphs 6 and 10 contain allegations that the successor personal representative did not receive claims from creditors, including the Franchise Tax Board, while she has administered this estate. The time for filing claims began running when Letters were first issued to the late administrator. If the successor PR is not able to report to the court if a claim was filed or received at any point during this estate’s administration, there is a standing order of this court that the attorney for the late administrator prepare and file an account “upon information and belief” purs. to PrC§10953.
•    Paragraph 9 contains an allegation purs. to PrC§1064(a)(5) that the administrator maintained all cash invested in interest bearing accounts or other investments authorized by law except for such amounts necessary to administer the estate. The accounting reflects that the estate received no interest during the account, and the property on hand is held in a “client trust account”. Is that the attorney’s client trust account? Deposit in such account does not appear to comply with the relevant statute. Issue will be submitted to the court for determination once other notes are cured.
•    The successor PR is seeking 100% of the statutory compensation payable in this matter; the petition does not appear to request apportionment to the estate of the late administrator. See CRC 7.704(a)-(b).
•    There is no request for reimbursement of administrative costs. Who paid them? The estate had no liquidity until the real property was sold in January 2025 and the costs in Schedule C occurred before that. Are the costs not a liability of the estate?
      o    Included in the costs is the fee for publication of the petition for appointment of the successor administrator. Statute does not require published notice of that petition, and it would be for the court to determine if that cost were reimbursable.
•    Was the successor administrator furnished with a PrC§13100 Affidavit from the heir of the estate of the late administrator? A statement to that effect will suffice rather than a copy of the affidavit itself.
Recommend continuance to 10/09/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-23-000727 ESTATE OF DEAN ROBBINS, JR.
Hearing on First and Final Account and Report of Administrator and Petition for its Settlement, for Allowance of Statutory Compensation to Administrator and Attorney, and for Final Distribution:
For future accountings, unauthorized advancements/ or authorized preliminary distributions do not belong in the Schedule of Disbursements, but in a separate Schedule of their own. See PrC§1061(a).
•    Notice of Hearing not on file for person(s) having legal custody of minor children [see California Rule of Court 7.51(d)].
•    Form MC-355, Order to Deposit Funds in Blocked Account, one for each minor heir, not yet submitted.
Recommend continuance to 08/13/25, to coincide with Account Review Hearing already set, to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-23-001041 ESTATE OF DELBERT TINSLEY, AKA DELBERT DWANE TINSLEY, DELBERT D. TINSLEY
Hearing on PrC§12200 Status Report of Administration:
Notice complete.
Recommend court allow estate to remain open and set a further Account Review Hearing 04/30/26.
Appearance not required (by VCourt if preferred).

PR-24-000433 ESTATE OF JOAN HELENE BELLO
Hearing on First and Final Account and Report of Executrix; Petition for Order: 1) Settling Account and Approving Report of Executrix; 2) Allowing Statutory Compensation; 3) for Final Distribution:
•    Notice of Hearing not on file for co-Trustees, S. Hart (the personal representative) and W. Bello in their fiduciary capacities.
•    Report paragraph 28 does not appear to comply with PrC§9202(b) (“is or has previously been confined”). See also PrC§216, Local Rule 8.83 F.
•    Itemization of costs of administration was omitted (see Local Rules 8.69, 8.83K). How were these costs paid? Are they not a liability of the estate?
•    The petition requests a distribution different from the decedent’s will. The proposed distribution would bypass transfer to the Trust (“pour-over” will) and would distribute directly to the two Trust beneficiaries (decedent’s two children, who serve as co-Trustees). Is there an agreement to that effect between the co-Trustees, Executor, and Trust beneficiaries (two individuals in their various capacities)? If not, the proposal will be submitted to the court for determination.
•    Title of proposed Order does not appear complete; please specify the account that is being approved, to wit “Settling First and Final Account”, etc.
Recommend continuance to 09/03/25, to coincide with Account Review Hearing already set, to allow time to cure defects.
Appearance not required (by VCourt if preferred).

PR-24-000952 ESTATE OF FRANK BERNHARD MARKS, JR., AKA FRANK B. MARKS, JR.
Hearing on First and Final Report of Executors and Petition for its Settlement, for Allowance for Trustees to Pay Expenses Out of the Trust Corpus, Allowance of Statutory Compensation to Executors, for Allowance of Statutory Compensation to Attorneys, for Reimbursement to Attorneys of Costs Advanced and for Final Distribution:
Recommend approval of petition.
Recommend Discharge Review Hearing 12/18/25 pursuant to Local Rule 8.92.
Recommend court vacate Account Review Hearing 12/11/25.
Appearance not required (by VCourt if preferred).

PR-25-000128 REVOCABLE LIVING TRUST OF SALLY C. RAMIREZ
Hearing on Petition for Modification of Trust Due to Changed Circumstances PrC §17200:
If no one appears to object, recommend approval of petition.
•    Need Order.
Appearance not required (by VCourt if preferred).

PR-25-000479 ESTATE OF DONALD RAY HEFFNER, AKA DONALD R. HEFFNER, DON HEFFNER
1) Hearing on Petition for Order: 1) Deeming Jeannie Heffner as Predeceased; and 2) Waiving Notice and Bond Waiver for Jeannie Heffner:
Notice appears complete.
Request for Judicial Notice file-marked 05/12/25.
Submitted to court for determination.

2) Hearing on Petition for Letters of Administration continued from 06/11/25:
No defects. Trailing.
Objection filed – 06/11/25 by attorney-in-fact for decedent’s surviving spouse; Objection specifically requests a continuance to allow surviving spouse to seek legal counsel. Proof of service on file for petitioner but not petitioner’s attorney.

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

9:30AM

PR-21-001404 ESTATE OF ROBERT NELSON, AKA ROBERT G. NELSON, SR.
(Related case PR-22-000250)
Court Trial:
Stipulation to Continue Trial has been submitted and is under review.  Please check back.
Appearances mandatory.    

WEDNESDAY, JUNE 18, 2025

Department 22
8:30 a.m.

PR-22-000749 ESTATE OF JACQUELINE IDEN
Hearing on First and Final Account, Waiver of Account and Report of Executor/Administrator/Administrator with Will Annexed Petition for Allowance of Statutory Fees to Personal Representative and for Final Distribution continued from 02/11/25:
•    New Note: Notice of Hearing not on file for the attorney who previously represented the personal representative and later substituted off the case.

Most prior Notes remain. Some have been reworded, but the note remains:
•    Technical defects in the Petition which petitioner must address:
    o    Report did not include a statement regarding family/affiliate relationship [see Probate Code section 1064(a)(4)].
    o    Report did not include a statement regarding separate/community property [see Local Rule 8.83h].
    o    Body of petition appears not to (specifically) describe the property on hand for distribution (after statutory compensation). See California Rules of Court rule 7.651, Local Rule 8.83M.
    o    Please provide a Schedule of proposed Distribution. See Local Rule 8.65 and PrC§§1063(f).
    o    Itemization of costs of administration was omitted (see Local Rules 8.69, 8.83K).
    o    Computation of statutory compensation is required even when compensation is waived (see Local Rules 8.69, 8.83 J). The calculator tool may be found online at https://www.stanct.org/calculator-tools . 
    o    Request for compensation to prior attorney, or a waiver of compensation signed by the prior attorney was omitted.  See PrC§10814, CRC rules 7.704(a), 7.704(b).
    o    Waivers of Accounting not on file (Local Rule 8.69); notarized Waivers must be filed separately (PrC§10954). If the petitioner is not able to obtain notarized waivers of accounting from each of the intestate heirs, petitioner must prepare a complete formal accounting. 
        x    The “sample document” of a Summary of Account on page 5 is incomplete. Please consider visiting a local California Law Library and reviewing a Decedent’s Estate Practice Guide.
    o    Paragraph 9, Page 3 (Inventory and Appraisal) appears to be a rounded number rather than the exact total of the inventory. See Final Inventory and Appraisal file-marked 11/21/23.
•    Proposed Order not yet submitted.
Petitioner may consider reviewing Probate Code sections §§§10900 – 11005, 10830, 11640.
Appearance by Administrator (self-represented) required. Anyone appearing at this hearing may do so either in person or remotely, by telephone, using VCourt.

PR-23-001010 ESTATE OF LINDA LEE WATT
(1)    Order to Show Cause issued 10/08/24 to personal representative, Robin Groves continued from 02/11/25:
To appear and show cause for failing to appear at the 10/08/24 and 02/11/25 hearings and failing to file Inventory and Appraisal as directed.

(2)    Inventory Review Hearing continued from 10/08/24, 02/11/25:Letters Issued 04/10/24.  Inventory and Appraisal due 08/10/24.

On 10/08/24, the Court ordered personal representative to file the Final Inventory and Appraisal prior to this hearing and failure to file may result in removal of the representative.
Inventory and Appraisal not on file at time of review.  See Local Rule 8.41 B, Probate Code section 8800 et seq.
A Status Report pursuant to Probate Code section 12200 is overdue by two months.

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 .
Personal representative is encouraged to review the responsibilities in the Duties and Liabilities, Form DE-147, which was signed and filed.

Nothing filed since last hearing.
For failure of personal representative to comply with the court’s prior orders:
    x    Recommend court suspend Personal Representative pursuant to PrC§8500(b).
    x    Recommend court set a hearing on its own motion for removal of the personal representative from office (an Order to Show Cause) pursuant to PrC§§8804(b), 8502. Personal Representative and counsel will be ordered to appear and show cause why he/she should not be removed from office for neglecting to perform any act as personal representative.
    x    Recommend court refer matter to the Public Administrator and County Counsel, pursuant to PrC§7621, for appointment of Public Administrator.

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

PR-23-001350 ESTATE OF PAUL L. CALKINS, AKA PAUL LAWRENCE CALKINS
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 10/22/25 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-24-000590 ESTATE OF DANELLE COLE
Inventory Review Hearing continued from 02/11/25: 
Letters Issued 09/04/24.  Inventory and Appraisal due 12/04/24.
Partial No. 1 Inventory and Appraisal on file.
Final Inventory and Appraisal not on file. See Local Rule 8.41 B.

Recommend court issue an Order to Show Cause to personal representative and counsel to be personally present to receive the court’s order. 
Recommend court compel Personal Representative to file the Final Inventory and Appraisal pursuant to Probate Code § 8804 or face possible sanctions including removal from office.Appearance by Personal Representative and counsel required (by VCourt if preferred).

PR-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:
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. 
        x    Ages omitted. It is necessary for the court to determine if the relationships of the decedent are adults or minors. 
        x    Relationships were omitted. Item 8 must include the relationship to the decedent.
        x    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.
Appearance by counsel required (by VCourt if preferred).

PR-24-001139 ESTATE OF MARIA L. SOUSA, AKA MARIA LEONILDE SOUSA
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 02/03/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-24-001148 ESTATE OF ANDREW SATAVU
Inventory Review Hearing:
Final Inventory and Appraisal on file.
•    Current bond does not appear sufficient. Personal Representative did not file 
ex parte for increase of bond [PrC§8480(c), CRC 7.204].
Appearance by counsel required to address bond (by VCourt if preferred).

PR-24-001214 ESTATE OF IQWAL SINGH
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 02/18/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-24-001216 ESTATE OF DONALD RAY PATTERSON, AKA DONALD PATTERSON
Inventory Review Hearing:
Final Inventory and Appraisal is on file.
Recommend Account Review Hearing 02/24/26 pursuant to Local Rule 8.82.
Appearance not required (by VCourt if preferred).

PR-25-000004 ESTATE OF MAYRA EDITH PENA
Hearing on Petition for Probate continued from 02/19/25:
Nothing filed since last hearing.
•    The following items must be addressed on the Petition:
    o    Heading of Petition did not checkmark the appropriate box; either: “Petition for Probate of Will and for Letters Testamentary” or “Letters of Administration.”
    o    Item 3f(1) was checked indicating decedent died intestate; however, petition alleges decedent died with a Will on items 2b and 3e.  In addition, publication contained a statement that petition requests Will and codicils be admitted.  If there is no Will, these items will need to be corrected. 
    o    Item 3f(2) incomplete (date of Will).
    o    Item 5a(7) or (8) incomplete (existence of issue of a predeceased child).
    o    Item 8 must include the relationships of all those listed to the decedent.
    o    Item 8 did not include the proposed personal representative (Local Rule 8.26 D).
    o    Please clarify if Matteo Lomas is son of the decedent or son of Nereida Pena.
    o    A copy of the Will was not attached to the petition.
    o    Based on the above defects, it is unclear if petitioner has priority of appointment. 
•    Form DE-147 Duties and Liabilities not on file.
•    Form DE-140, Proposed Order, not submitted.
•    Original Will was not yet lodged at time of review.
•    One of the heirs appears to be a minor. A Guardian ad Litem may be necessary.
•    It is not clear if notice was given to the person having legal custody of the minor heir [CRC 7.51(d)].
Appearance by counsel required (by VCourt if preferred).

PR-21-000815 ESTATE OF JONATHAN NICKOLAS WILLIAMS
Hearing on PrC§12200 Status Report of Administration:
Notice appears complete.
Recommend court allow estate to remain open and set a further Account Review Hearing 02/10/26, at which time a Third PrC§12200 Status Report must be filed if the estate is not in a position to be closed.
Appearance not required (by VCourt if preferred).

PR-22-001311 ESTATE OF ROBERT S. VIERRA, JR.
Hearing on Petitio for Allowance of Claim and Imposition of Personal Liability on Administrator:
A Notice of withdrawal of this petition is on file from the filing party.
Filer must submit a Request for Dismissal.
Hearing will be dropped.
No appearances required. Anyone choosing to appear at this hearing may do so either in person or remotely, by telephone, using VCourt.

PR-24-000328 ESTATE OF ELOISE FERNANDEZ, AKA ELOISE FRANCES FERNANDEZ
Hearing on First and Final Report of Executors Upon Waiver of Account and Petition for Settlement Thereof; for Allowance of Compensation for Ordinary Services; for Reimbursement of Costs Advanced; and for Final Distribution:
Recommend approval of petition.
Recommend Discharge Review Hearing 12/18/25 pursuant to Local Rule 8.92.
Recommend court vacate Account Review Hearing 09/16/25.
Appearance not required (by VCourt if preferred).

PR-24-000346 ESTATE OF JANINA TANSEY
Hearing on First and Final Account and Report of Administrator and Petition for Settlement Thereof; for Allowance of Compensation for Ordinary Services; for Reimbursement of Costs Advanced; and for Final Distribution:
Recommend approval of petition.
Recommend Discharge Review Hearing 12/18/25 pursuant to Local Rule 8.92.
Recommend court vacate Account Review Hearing 08/26/25.
Appearance not required (by VCourt if preferred).

PR-24-000466 HALL FAMILY TRUST
Hearing on Motion for Terminating Sanctions or, in the Alternative, Issue and/or Evidentiary Sanctions for Spoliation of Evidence; and Monetary Sanctions in the Amount of $5,650.00 Against Michael Hall filed by Alyssa Dickerson:
SEE TENTATIVE RULING, to be posted day prior to hearing at https://www.stanislaus.courts.ca.gov/online-services/tentative-rulings/…

PR-25-000133 MATTER OF ALBERT ISSACO REVOCABLE LIVING TRUST
Hearing on Petition for Order: 1. Requiring Sam David to File an Account and Report; 2. Requiring Sam David to Return Stolen Funds; 3. Invalidating the Restatement Signed by Albert Issaco on September 9, 2024; 4. Removing Sam David as Trustee:
•    Notice of Hearing (Form DE-115 file-marked 03/03/25) gave the incorrect address for this court. This court is located at 801 10th Street, Modesto. The clerk’s office is located on the Fourth floor, and this courtroom, Department 22, is located on the Sixth floor.
•    Notice of Hearing (Form DE-115 file-marked 03/03/25) did not contain the complete correct title of the pleading purs. CRC rule 7.50.
•    Pursuant to CRC rule 7.51(2), notice mailed to a person in care of another person is insufficient unless the person entitled to notice is an adult and has directed the party giving notice in writing to send the notice in care of the second person.
      o    If the person to receive notice is represented by an attorney, notice should be mailed to the party and to his/her attorney per CRC7.51(b) and PrC§1214.
•    Notice of Hearing not on file for the Trust Protector named in the Restated Trust (Alan Eighmey).

Objection filed – 05/22/25, by Respondent/Trustee.
Possible long cause matter.Recommend continuance to 10/14/25 to allow time for notice to be perfected.
Appearance not required (by VCourt if preferred).

PR-25-000491 ESTATE OF JON DAVID BROST
Hearing on Petition for Letters of Administration:
Recommend approval of petition.
Need proposed Letters.
Recommend Inventory Review Hearing 01/06/26 pursuant to Local Rule 8.41B.
Appearance not required (by VCourt if preferred).

PR-25-000495 ESTATE OF PETER GLEN SAAD, AKA PETER GLENN SAAD
Hearing on Petition for Probate of Will and for Letters Testamentary:
Will is not self-proving per Local Rule 8.23.  Proof of Subscribing Witness on file.
Recommend approval of petition and admission of will to probate.
Recommend Inventory Review Hearing 01/06/26 pursuant to Local Rule 8.41B.
Appearance not required (by VCourt if preferred).

PR-25-000496 ESTATE OF JOHANNA LYNN WEST, AKA JOHANNA L. WEST, AKA JOHANNA L. DAVIES
Hearing on Petition for Letters of Administration:
Examiner notes the box Heading omitted checkmark in box for IAEA authority.
Waivers of Bond on file for all intestate heirs.
Recommend approval of petition.
Recommend Inventory Review Hearing 12/17/25 pursuant to Local Rule 8.41B.
Appearance not required (by VCourt if preferred).

PR-25-000497 ESTATE OF FREDEVINDA MOTA CARRILLO, AKA FREDEVINDA M. CARRILLO
Hearing on Petition for Letters of Administration:
•    Telephone number was omitted from item 2 on page 2 of Form DE-147, Duties and Liabilities.
•    Form DE-121 Notice of Petition to Administer Estate not on file.
•    Please review Local Rule 8.16 and PrC§8113. Notice to the foreign consulate may be required.
•    Affidavit of publication not on file. See Local Rule 8.12.
•    Waivers of bond [Form DE-142/DE-111(A-3e)] not on file for all intestate heirs (see Probate Code section 6401). Bond may be required. Minimum bond would be $20,000.00 pursuant to Local Rule 8.33.
Recommend continuance to 08/29/25 to allow time to cure defects.
Appearance not required (by VCourt if preferred).

THURSDAY, JUNE 19, 2025
COURT HOLIDAY

FRIDAY, JUNE 20, 2025

Department 22
8:30 a.m.

PR-18-000293 MELISSA NICOLE LINHARES SPECIAL NEEDS TRUST
Hearing on Fourth Account and Report of Trustees, Petition for its Settlement, for Authorization to Transfer Funds from Blocked Account, for Increase of Bond, for Confirmation of Accountant’s Fees Advanced and Paid, for Allowance of Attorney’s Fees, for Approval of Costs Advanced and Paid, and for Approval of Costs Advanced continued from 01/15/25, 05/14/25:
Matter was previously approved on 05/14/25; this continuance was set purs. to PrC§2320.2 to ensure bond rider was filed.
Bond rider of $2,900.00 is on file, Trustees have filed proof of total bond of $223,000.00.
Court will sign Order approving Account and Petition.
Recommend Account Review Hearing 07/07/26 for receipt of Fifth Account and Report.
Appearance not required (by VCourt if preferred).

PR-24-000404 ESTATE OF JOHN MARTINEZ AYOLT HETTINGA, AKA JOHN M.A. HETTINGA AKA JOHN HETTINGA
Consolidated: PR-24-000742 Estate of John Martinez Ayolt Hettinga (Non-Primary Case)
(1)    Hearing on Amended Petition (file marked 07/22/24 by Joel Hettinga) for Probate of Will and for Letters Testamentary continued from 12/05/24, 04/29/25:
Prior defects cured. Notice appears complete.
Will is not self-proving.  Proof of Subscribing witness on file.
•    Declination of named executor not on file. See Local Rule 8.18.

(2)    Hearing on (Competing) Amended Petition for Probate of Will and For Letters Testamentary (file marked 12/03/24 by Wylmina Hettinga) original petition continued from 08/29/24, 12/05/24, 04/29/25:

On 04/29/25, the court granted one last continuance to allow time to perfect notice and indicated if notice is not perfected, this petition will be dismissed at next hearing.  Notice has been perfected.Submitted to Judge for determination.

Hearing required.Appearances required (by VCourt if preferred).

PR-24-000496 ESTATE OF LENA FRANCES RAMIREZ, AKA LENA F. RAMIREZ
Hearing on First and Final Report of Personal Representative; Petition for Final Distribution on Waiver of Account and for Waiver of Compensation to Personal Representative continued from 05/15/25:
Prior defects cured. 
Recommend approval of petition as supplemented.
Recommend Discharge Review Hearing 12/18/25 pursuant to Local Rule 8.92.
Recommend court vacate Account Review Hearing 11/19/25.
Appearance not required (by VCourt if preferred).

PR-24-000983 ESTATE OF KELLY RENE EVANS
Inventory Review Hearing continued from 04/15/25:
Bond was increased pursuant to order approving ex parte application file-marked 05/22/25. Supplement bond rider of $135,234.00 not yet on file. [PrC§8480(c), CRC 7.204].
Recommend court issue Order to Show Cause to personal representative to appear and show cause for failure to file bond rider. [See PrC§8480(c), CRC 7.204].
Appearance by Administrator and Administrator’s counsel required (by VCourt if preferred).

PR-25-000135 ESTATE OF DEBRA ANN McVAY, AKA DEBRA A. McVAY, DEBRA McVAY, DEBBIE McVAY
Hearing on Petition for Letters of Administration continued from 03/27/25:
•    Proposed bond appears higher than is permitted by statute. See PrC§8482. Is the estimated value of the estate and encumbrances described in Petition item 3d correct? If so, the maximum bond would appear to be $610,000.00.
•    Petitioner does not appear to have priority of appointment, nor is Petitioner a nominee of a person with priority (Probate Code sections 8461, 8465). A person with priority does not appear to have filed a competing petition.
      o    The petition alleges that an heir of the estate has dementia. Petitioner’s counsel informed the court on 03/27/25 that the petitioner was working to prepare a petition to appoint a GAL. 
          +    An ex parte petition for appointment of a guardian ad litem has been submitted and is pending review by the court.
Hearing required.
Appearance by petitioner’s counsel required (by VCourt if preferred).

PR-25-000197 ESTATE OF GILBERT CHARLES LONG
Hearing on Petition for Probate of Will and for Letters Testamentary continued from 04/16/25:
Nothing filed since previous hearing. Prior Notes remain:
•    Item 8 omitted dates of death for decedent’s deceased spouse and deceased son.
•    If the decedent’s deceased son died after the decedent, item 8 must identify the personal representative of the deceased son’s estate or the heirs of his estate and notice must be mailed to that person or persons. See Local Rule 8.14 and California Rules of Court rule 7.51(e).
•    Affidavit of publication file-marked 04/07/25 reflected that the notice did not include the department where this hearing will be held (Department 22). Since there are four court departments in the same building, it does not appear that petitioner can show substantial compliance with Probate Code sections 8100, 8120 et seq.
    o    Republication will be required.
•    Proposed Letters (submitted 04/07/25): Item 1 and item 2 were both completed, however, the petitioner seeks appointment only as Executor (see item 1). Letters were returned for correction on 04/10/25.
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) mandatory (by VCourt if preferred).

PR-25-000286 ESTATE OF RAMONA SANCHEZ, AKA RAMONA SUBIA SANCHEZ, AKA RAMONA S. SANCHEZ
Hearing on Amended Petition (file marked 06/05/25) for Probate of Will and for Letters of Administration with Will Annexed continued from 05/06/25:
Will is not self-proving per Local Rule 8.23.  Proofs of Subscribing Witness (Form DE-131) on file.
•    Republication is necessary pursuant to CRC 7.53(a) as an Amended Petition was filed.  
•    Need new Letters: Oath was dated prior to verification on petition (PrC§8403).
•    Petition item 3a recites decedent’s date of death to be 02/16/25; however, attachment 3g(2)(a) recites decedent’s date of death to be 12/15/24.  Please clarify which is correct. 
•    Petition seeks no bond, and order that “all funds” be deposited in a blocked account at a financial institution Westamerica Bank. The petition alleges personal property estimated at $00.00 and real property estimated at $340,000.00 with no encumbrance. Request will be submitted to court for determination once defects are cured.
See California Rules of Court rules 7.3 and 7.53 to learn about the types of forms that may be used to address the defects in the petition.

Recommend continuance to 08/22/25 to allow time to cure defects.Appearance not required (by VCourt if preferred).