ATTENTION - Fresno Superior Court · If your probate case has not been posted please check back again later. ... furniture, furnishings, and ... (for Betty Phillips and Rose Lee Little,

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1 Phillip Luis Castillo Special Needs Trust Case No. 07CEPR00435

Attorney Jeffrey B. Pape (for Petitioner Bruce D. Bickel, Trustee)

Fifth Account and Report by Bruce D. Bickel, Trustee; Petition for Settlement; Approval and

Allowance of Trustee's and Attorney's Fees; Petition for Order Accepting Resignation of Trustee

and for Appointment of Successor Trustee

BRUCE D. BICKEL, Trustee, is Petitioner.

~Please see petition for details~

Declaration of Jeffrey B. Pape Regarding Fifth

Account and Report by Bruce D. Bickel, Trustee;

Petition for Settlement; Approval and Allowance of

Trustee' s and Attorneys' Fees’; Petition for

Order Accepting Resignation of Trustee and for

Appointment of Successor Trustee filed 2/9/2017.

NEEDS/PROBLEMS/

COMMENTS:

Continued from

1/24/2017. Minute Order

states counsel requests

45 days.

Note: Court will set a

status hearing as follows:

Thursday, November

29, 2018 at 9:00 am in

Dept. 303 for filing of

the Sixth Account.

Pursuant Local Rule 7.5,

if the document noted

above is filed 10 days

prior to the date listed,

the hearing will be taken

off calendar and no

appearance will be

required.

Cont. from 111215,

012417

Aff.Sub.Wit.

✔ Verified

Inventory

PTC

Not.Cred.

✔ Notice of

Hrg

✔ Aff.Mail W

/

Aff.Pub.

Sp.Ntc.

Pers.Serv.

Conf.

Screen

Letters

Duties/Supp

Objections

Video

Receipt

CI Report

✔ 2620

✔ Order

Aff. Posting Reviewed by: LEG

Status Rpt Reviewed on: 3/6/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 1 – Castillo

1


2 Maria C. Puentes (Estate) Case No. 08CEPR00156 Attorney Kruthers, Heather H. (for Public Administrator) Status RE: Filing of the First Account and Petition for Final Distribution

DOD: 1/7/08 The FRESNO COUNTY PUBLIC ADMINISTRATOR was appointed Administrator with Will Annexed on 5/13/08. On 7/14/16, the Court set this status hearing for the filing of the First Account or Petition for Final Distribution and mailed notice to Attorney Kruthers. History: Rudy Carrera, Grandson and Named Executor, filed a Petition for Probate of the Decedent’s Will dated 1/19/07. Thomas C. Puentes, Son, filed an Objection on 4/14/08 to the appointment of Rudy Carrera. On 4/28/08, the Court admitted the will to probate and appointed the PA as Administrator with Will Annexed. Letters issued 5/13/08. Note: Various Creditor’s Claims have been filed, including by DHCS. Note: No Partial or Final Inventory and Appraisal as of the Decedent’s Date of Death has been filed. A I&A Partial No. 1 Reappraisal for Sale was filed on 9/18/08 reflecting a 50% interest in certain real property on South Page Ave., in Fresno, valued at $40,000.00. (Note: This appears to be a then-current value, not a DOD value). A Notice of Proposed Action and additional Reappraisal for Sale (value $32,500.00) were filed re sale of the real property on 4/30/09. Nothing further was filed; therefore, the Court set this status hearing for closure of the estate. Status Report filed 1/9/17 states the decedent owns a one-half interest in real property; one of the beneficiaries, Johnny Puentes, owns the other half. In October 2008, the PA filed a notice of proposed action to sell the decedent’ interest along with the other owner’s half; however, the buyers backed out, and no one else showed any interest. Johnny has lived in the house for a number of years and paid all property and funeral expenses. He would like the property deeded to him, but it is unclear if the other beneficiaries would assign their interests to him or if he would have to buy their interests. If so, it is unclear if he would be able to do so. To allow time to calculate each beneficiary’s interest and Johnny’s ability to buy them out, the PA requests at least 60 days.

NEEDS/PROBLEMS/ COMMENTS: Continued from 1/17/17 1. Need Final Inventory

and Appraisal pursuant to Probate Code §8800.

2. Need First Account or Petition for Final Distribution pursuant to Probate Code §12200.

Cont. from 011717

Aff.Sub.Wit.

Verified

Inventory

PTC

Not.Cred.

Notice of Hrg

Aff.Mail

Aff.Pub.

Sp.Ntc.

Pers.Serv.

Conf. Screen

Letters

Duties/Supp

Objections

Video Receipt

CI Report

9202 Order Aff. Posting Reviewed by: skc

Status Rpt Reviewed on: 3/6/17 UCCJEA Updates: Citation Recommendation: FTB Notice File 2- Puentes

2


2 Maria C. Puentes (Estate) Case No. 08CEPR00156 Page 2 – Status Report filed 2/28/17 states as previously reported, Johnny Puentes has been paying the mortgage for the last 10 years, plus insurance, etc. He owns the other half of the property and has a partial interest in the decedent’s half interest. There is still a $20,000 loan owing on the decedent’s half of the property. Johnny intends to pay that if he is deeded the house. If the siblings continue to fight him getting it, they would be partially responsible for paying off that $20,000, in additional to reimbursing Johnny for funeral expenses. The PA asserts that this case would benefit from a mandatory settlement conference and requests that one be set as early as possible and that all parties demanding part of the estate attend. Examiner’s Note: The decedent’s will dated 1/19/07 (admitted to probate per Order of 5/13/08) devises her estate as follows:

All jewelry, furniture, furnishings, and appliances to Rosanna Siller (granddaughter), except for washer/dryer and bedroom set to Johnny Puentes (son)

Residue in equal shares to the following named devisees, or their issue:

- Mary Lou Puentes (daughter) - Tomas C. Puentes, Jr. (son) - Rudy Carrera (grandson) - Dora Puentes (daughter) - Rosanna Siller (granddaughter) - Celinda Puentes (daughter) - Joe Angel Puentes (son)

Only two parties, Rudy Carrera and Thomas C. Puentes, Jr., have made appearances in this matter. Rudy filed the initial petition for probate, and Thomas objected. Thereafter, the Court appointed the Public Administrator. Note that only a partial I&A has been filed for the decedent’s interest in the house, but no Final I&A has been filed, so it is unclear if there are any other assets that will be subject to distribution.


4B 2009 Sandy Moua Special Needs Trust Case No. 10CEPR00427 Attorney: Kevin Urbatsch (for Petitioner Wells Fargo Bank)

Order to Show Cause

WELLS FARGO BANK is Trustee.

Status Hearing for the Filing of the Fourth

Account was heard on 1/24/17.

Minute order from 1/24/17 states No

appearances. The Court issues and

Order to Show Cause to Kevin Urbatsch

as to why he should not be sanctioned

for his failure to appear and to Wells

Fargo Bank, as Trustee, as to why they

should not be removed for failure to file

the fourth account. Both Mr. Urbatsch

and the Trustee are ordered to be

personally present or present via

CourtCall on 3/14/17.

NEEDS/PROBLEMS/COMMENTS:

Cont. from

Aff.Sub.Wit.

Verified

Inventory

PTC

Not.Cred.

Notice of

Hrg

Aff.Mail

Aff.Pub.

Sp.Ntc.

Pers.Serv.

Conf.

Screen

Letters

Duties/Supp

Objections

Video

Receipt

CI Report

9202

Order

Aff. Posting Reviewed by: KT


UCCJEA Updates:


FTB Notice File 4B- Moua

4B


5 Deanna Terrell-Federico, Alyssa Terrell-Avila, Bernice Terrell (GUARD/P)

Case No. 11CEPR00487 Guardian: Louise B. Corrales (pro per)

Guardian: Victor Corrales, SR (pro per)

Petitioner: Nicole Jeff (pro per)

Petition for Termination of Guardianship

NICOLE JEFF, mother, is petitioner.

LOUISE CORRALES and VICTOR

CORRALES, maternal great-

grandparents, were appointed co-

guardians on 9/27/11.


Continued from 1/17/17. As of

3/6/17 no new documents have

been filed and the following issues

remain:

1. Petition does not include the

names and current addresses for

each father of the minors.

2. Petition does not include the

names and current addresses for

each paternal and maternal

grandparent of the minors.

3. Proof of service of the Notice of

Hearing is incomplete. It does not

include the name , address and

telephone number of the person

doing the service (item #6)

4. Need proof of service of the

Notice of Hearing or Declaration

of Due Diligence on:

a. Each father of the minors

b. Each paternal grandparent of

the minors

c. Each maternal grandparent

of the minors

d. Deanna Terrell-Federico

(minor)

Cont. from 111516,

011717

Aff.Sub.Wit.

✔ Verified

Inventory

PTC

Not.Cred.

✔ Notice of

Hrg

Aff.Mail X

Aff.Pub.

Sp.Ntc.

✔ Pers.Serv.

Conf.

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Letters

Duties/Supp

Objections

Video

Receipt

CI Report

9202

✔ Order



UCCJEA Updates:


FTB Notice File 5- Terrell

5


7 Armen Kiramidjian (Estate) Case No. 13CEPR00359

Attorney Lawson K. Renge (for Betty Phillips and Rose Lee Little, Co-Executors)

First and Final Account and Report of Executors and Petition for Final

Settlement and Distribution

DOD: 11/26/2012 BETTY PHILLIPS and ROSE LEE LITTLE, sisters

and Co-Executors, are Petitioners.

Account period: [6/11/2013 – 1/22/2017]

Accounting - [$678,096.95]

Beginning POH - $678,096.95

Ending POH - $461,521.40

($284,427.15 cash)

Co-Executors - [$18,361.94]

(statutory)

Attorney - [$18,361.94]

(statutory)

Petitioners state:

During the pendency of probate,

Petitioners filed a Complaint for

breach of contract, concerning a

“Loan Agreement” in the sum of

$52,039.07 obligating KARLIE

STEINHAUER who is a beneficiary of real

property belonging to decedent‘s

Estate, and JAMIE RUST who also

executed the ”Loan Agreement;"

Petitioners brought an action for

breach of contract in Case 14 CE CG

02269, which resulted in a default

judgment against STEINHAUER and

RUST on 10/I7/2016; said Judgment is

now final in the sum of $56,882.00. As

residuary beneficiaries of the estate,

Petitioners are the beneficiaries of the

money judgment in equal shares;

~Please see additional page~


1. Paragraph 28 of the Petition

states the real property on

Central Avenue was sold for

$450,000.00. The Partial #1

Inventory and Appraisal filed

2/13/2014 values that Central

Avenue property at $360,000.00,

such that the gain on sale was

$90,000.00. Therefore, the

statutory fee calculates as

$18,361.94, rather than

$17,850.78 as stated in the

Petition, resulting in an

undercharge of $511.16 for

statutory fees and commissions

requested in the Petition.

2. Petition requests distribution in

three different alternatives, such

that the Petition apparently

seeks Court determination as to

which distribution alternative

should be authorized. The first

alternative allows for the estate

to be closed at this time, while

the other two alternatives

require the estate to remain

open for completion of either

(a) payment of money

judgment by KARLIE STEINHAUER

and/or JAMIE RUST; or (b) sale of

real property located at 647 N.

DeWolf, Fresno. Petitioner has

not provided a proposed order

for final distribution.

~Please see additional page~

Cont. from

Aff.Sub.Wit.

✔ Verified

✔ Inventory

✔ PTC

✔ Not.Cred.

✔ Notice of

Hrg

✔ Aff.Mail W

/

Aff.Pub.

Sp.Ntc.

Pers.Serv.

Conf.

Screen

Letters 061113

Duties/Supp

Objections

Video

Receipt

CI Report

✔ 9202

Order X



UCCJEA Updates: 3/7/17


✔ FTB Notice File 7- Kiramidjian

7


7 Additional Page, Armen Kiramidjian (Estate) Case No. 13CEPR00359

Petitioners state, continued:

Neither KARLIE STEINHAUER nor JAMIE RUST have made any arrangements to pay the money

judgment of $56,882.00 to Decedent's estate or to the Petitioners as residuary beneficiaries, who

are entitled to receive said sum pursuant to Decedent's Will;

Petitioners request that the real property located on Dewolf Avenue be distributed to KARLIE

STEINHAUER with a restrictive condition that said real property is subject to a money judgment lien

entered in Case 14CECG02269, and that said restrictive condition shall only be removed on

payment by KARLIE STEINHAUER and/or JAMIE RUST in full to the decedent's Estate or to Petitioners,

the testamentary beneficiaries;

In the alternative, Petitioners request that distribution of said real property to KARLIE STEINHAUER

be withheld or delayed until the money judgment is paid in full to the decedent's Estate or to the

Petitioners as the residuary beneficiaries;

As a final alternative, Petitioners request that the real property distributable to KARLIE STEINHAUER

be sold during the pendency of probate and prior to its distribution to her, with the sales proceeds

first used to satisfy the money judgment taken against her and the excess, if any, to be distributed

to her;

Petitioners have the option to exercise any of the foregoing remedies in their sole and absolute

discretion to collect and protect an estate asset for distribution to Petitioners.

Distribution pursuant to Decedent’s Will is to:

BETTY PHILLIPS – ½ interest in $56,882.00 money judgment; ½ interest in “Loan Agreement” valued at

$10,212.25; and $123,851.64 cash;

ROSE LEE LITTLE – ½ interest in $56,882.00 money judgment; ½ interest in “Loan Agreement” valued at

$10,212.25; and $123,851.64 cash;

KARLIE STEINHAUER – [distribution of real property at 647 N. DeWolf, Fresno, based upon Court

determination of one of three alternatives.]


9 In Re: Jackson White Special Needs Trust Case No. 14CEPR00757 Attorney: Gregory J. Lederman (for Petitioner Midlands State Bank)

Third Account and Report of Trustee and Petition for Allowance of Payment of Trustee's Fees;

Allowance of Payment of Attorney Fees and Reimbursement for Costs Advanced by Attorney.

MIDLANDS STATE BANK, Trustee, is

petitioner.

Account period: 1/1/16 – 12-31-16

Accounting - $178,410.73

Beginning POH - $125,090.43

Ending POH - $ 54,368.19

Trustee - $5,000.04

($416.67 per month pursuant Midlands

State Bank minimum annual fee for

management of trusts.)

Attorney - $4,697.50

(per itemization and declaration 17.2

hrs @ $150.00/hr for paralegal time and

$325/hr for attorney time.

Costs - $372.00

(filing fee and CourtCall fees)

Petitioner prays for an order that:

1. Notice of Hearing has been given as

required by law;

2. The allegations contained in this

petition are true;

3. The Court make an order

approving, allowing and settling the

Third Account, including each and

every action and transaction,

therein, as filed;

4. Authorizing and directing Petitioner

to pay itself in the total sum of

$5,004.00 for services rendered to

the Trust;

5. Authorizing and directing payment

to Gregory J. Lederman, Esq.,

$4.697.50 or alternatively $3,885.00 if

recommended for approval;

6. Authorizing and directing

reimbursement of $372.00 in costs

advanced.


1. Costs include CourtCall charges.

CourtCall is considered by this

court to be a cost of doing

business, and therefore not

reimbursable. Local Rule 7.17B.

Therefore the only cost that

appears reimbursable is the filing

fee of $200.00.

2. Petitioner was given the authority

to purchase a life insurance

policy for the beneficiary’s

parents, Paris and Linda White.

The prior accounting indicates

that for two years ING did not

have petitioner’s correct address

and used earnings from the

insurance policy to pay the

premiums. Petitioner stated in the

declaration filed on 3/28/16 that,

“Petitioner has contacted ING to

update its contact information

and has made payments in the

total sum of $39,000.00 to pay for

the past due premiums and

reimburse earnings.”

Disbursement schedule, for this

third account, shows a payment

of $39,000 on 4/1/16 and another

payment of $30.000 on 4/1/16. In

addition there were payments of

$15,000 and 19,500 on 9/12/16.

Payments to ING for this 1 year

accounting totals $103,500.

Need clarification.

Please see additional page

Cont. from

Aff.Sub.Wit.

✔ Verified

Inventory

PTC

Not.Cred.

✔ Notice of

Hrg

✔ Aff.Mail

Aff.Pub.

Sp.Ntc.

Pers.Serv.

Conf.

Screen

Letters

Duties/Supp

Objections

Video

Receipt

CI Report

9202

Order X



UCCJEA Updates:


FTB Notice File 9- White

9


9 In Re: Jackson White Special Needs Trust Case No. 14CEPR00757

NEEDS/PROBLEMS/COMMENTS (Cont.):

3. Need Order

Note: if the Petition is granted, the Court will set Status Hearings as follows:

Wednesday, March 6, 2019 at 9:00 a.m. in Dept. 303 for filing of the fourth account of the SNT.

Pursuant Local Rule 7.5, if the documents noted above are filed 10 days prior to the dates listed, the

hearing will be taken off calendar and no appearance will be required.


10 Dale Casey Reynolds (Estate) Case No. 15CEPR00079 Attorney: Jeffrey Jaech (for former Administrator Dustin C. Reynolds)

Attorney: Heather H. Kruthers (for Public Administrator/Successor Administrator)

Probate Status Hearing Re: Status of the Estate

DOD: 1/15/15 PUBLIC ADMINISTRATOR is the current

successor Administrator pursuant to

minute order dated 6/14/16.

DUSTIN C. REYNOLDS was appointed as

Administrator with Limited IAEA authority

and with bond set at $20,000.00 on

3/27/15.

Bond was filed on 4/22/15.

Letters issued on 4/29/15.

I & A filed 7/30/15 shows the estate

valued at $155,776.21.

On 6/14/16 the Court removed Dustin

Reynolds as Administrator and

appointed the PUBLIC ADMINISTRATOR.

Status Report filed on 3/2/17 states since

the last hearing the PA served the son

living in the house with a 60 day notice

to move. He moved out, but left the

property in a terrible condition. There

was a lot of trash left behind and the

house was littered with papers, empty

cans, bottles and other debris. The PA

had to use money from the estate to

pay someone to clean up the house

and the backyard so that it was safe to

hole the auction of personal property at

the house.

A reappraisal for sale was sent to the

probate referee on 2/1/17. Once it is

returned, the PA will move forward with

preparing the house for sale. Given the

poor condition, it may take a while to

find a buyer, so the PA requests that this

matter be set no sooner than June 13,

2017.


Cont. from 091316

Aff.Sub.Wit.

Verified

Inventory

PTC

Not.Cred.

Notice of

Hrg

Aff.Mail

Aff.Pub.

Sp.Ntc.

Pers.Serv.

Conf.

Screen

Letters

Duties/Supp

Objections

Video

Receipt

CI Report

9202

Order



UCCJEA Updates:


FTB Notice File 10- Reynolds

10


11 Willie Mae Pizzio (Estate) Case No. 15CEPR00107 Attorney: Heather H. Kruthers (for the Public Administrator)

Petitioner: Steven Randolph (pro per)

Petition for Removal of Administrator and Revocation of Letters of

Administration; Apply for Stay on Sale of Estate Assets

DOD: 10/1/14 STEVEN RANDOLPH is petitioner.

Petitioner states he is the eldest biological son

of Willie Mae Pizzio, deceased.

On 4/4/15 the Court appointed Fresno County

Public Administrator, Heather H. Kruthers, as

Administrator of the decedent’s estate.

Petitioner states he is entitled to succeed to

part of the estate and is otherwise qualified to

serve as Administrator.

Pursuant to Probate Code §8503 he has

priority over Heather H. Kruthers for

appointment as Administrator.

Petitioner states he neither had actual notice

of the proceedings in which Heather H.

Kruthers was appointed nor an opportunity to

contest appointment.

Immediate suspension of powers and grounds

for removal include (a) mismanagement of

the estate or about to do so. (c)(sic)

neglected estate and/or neglected to

perform acts. (d) removal is necessary for

protection of the estate and interested

persons.

Wherefore Petitioner prays:

1. That citation issue to Heather H. Kruthers to

show cause why she should not be

removed as administrator and her letters of

administration should not be revoked.

2. For an order suspending the powers of

Heather H. Kruthers pending the hearing on

the petition.

3. For an order that Heather H. Kruthers make

an accounting and surrender all property

in her possession belonging to the estate to

the duly appointed successor.


1. Petition was not verified.

Probate Code §1021.

2. Need Notice of Hearing.

3. Need proof of service of

the Notice of Hearing on:

a. Public Administrator

b. Heather Kruthers

(attorney for Public

Administrator)

c. Clifford Randolph (heir)

d. Linda Graves (heir)

e. James Randolph (heir)

4. If petitioner wishes to be

appointed as Administrator

or have Lakisha Randolph

appointed as Special

Administrator then a

Petition must be filed using

the mandatory Judicial

Council form with notice to

all interested parties.

5. Heather H. Kruthers is the

attorney for the Public

Administrator and not the

Public Administrator. Ms.

Kruthers has not been

appointed as Administrator

for the estate.

6. Need Order

Cont. from

Aff.Sub.Wit.

Verified X

Inventory

PTC

Not.Cred.

Notice of

Hrg

X

Aff.Mail X

Aff.Pub.

Sp.Ntc.

Pers.Serv.

Conf.

Screen

Letters

Duties/Supp

Objections

Video

Receipt

CI Report

9202

Order X



UCCJEA Updates:


FTB Notice File 11- Pizzio

11


13 Josephina Lemus (GUARD/P) Case No. 15CEPR00786 Attorney Walters, Jennifer L. (for Guardian Maria Lemus – Petitioner)

Petition for Change in Orders Allowing Minor to Travel Outside of Fresno County

See petition for details. NEEDS/PROBLEMS/COMMENTS:

1. Need Notice of Hearing.

2. Need proof of service of Notice of

Hearing on all interested parties,

including:

- Julia Pena, Maternal Aunt

- Juan Lemus, Father

- Any other relatives, including

paternal and maternal

grandparents, whose visitation

may be affected.

3. Need Order.

Cont. from

Aff.Sub.Wit.

Verified

Inventory

PTC

Not.Cred.

Notice of

Hrg

x

Aff.Mail x

Aff.Pub.

Sp.Ntc.

Pers.Serv.

Conf.

Screen

Letters

Duties/Supp

Objections

Video

Receipt

CI Report

9202

Order x

Aff. Posting Reviewed by: skc


UCCJEA Updates:


FTB Notice File 13- Lemus

13


14 James Lee (Estate) Case No. 15CEPR00795 Attorney Teixeira, J. Stanley (for Executor Ophelia Lee)

Status RE: Filing of the First or Final Account

DOD: 8/4/12 OPHELIA LEE, Daughter, was appointed

Executor with Full IAEA without bond

and Letters issued on 9/29/15.

At the hearing on 9/29/15, the Court set

this status hearing for the filing of the first

or final account.

Status Report filed 11/23/16 states

Petitioner has recently filed a Creditor’s

Claim with the Court and also given

notice to another potential creditor.

Once the claims have been settled,

Petitioner sill be in a better position to

begin preparing her Petition for Final

Distribution.


Minute Order 11/29/16: Counsel

requests 90 days.

1. Need first account or petition for

final distribution pursuant to

Probate Code §12200 or written

status report pursuant to Local

Rule 7.5.

Note: Executor Ophelia Lee filed a

Creditor’s Claim in the amount of

$30,437.36 on 11/21/16; however, it

does not appear she has requested

Court approval by submitting an

Allowance or Rejection pursuant to

Probate Code §9252.

Note: Upon brief review, the

Executor’s claim appears to be

amounts expended during and for

administration of the estate, such as

property taxes, repairs, etc., rather

than amounts originating prior to the

decedent’s death. These amounts

may be more appropriately

requested as reimbursement within

the accounting, rather than ex parte

without accounting reference. The

Court will review further once the

Allowance or Rejection is submitted.

Cont. from 112916

Aff.Sub.Wit.

Verified

Inventory

PTC

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Hrg

Aff.Mail

Aff.Pub.

Sp.Ntc.

Pers.Serv.

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Video

Receipt

CI Report

9202

Order



UCCJEA Updates:


FTB Notice File 14- Lee

14


15 Ker Lor (CONS/PE) Case No. 15CEPR00841 Conservator Yang, Houa Wa (Pro Per – Husband – Conservator)

First Account Current and Report of Conservator and Petition to Withdraw Fund from Blocked Account


Note: Petitioner was previously represented by

Attorney Charles M. Palmer; however, per

Substitution filed 11/21/16, is now self-

represented.

1. Petition is not verified.

2. Need Notice of Hearing and proof of

service at least 15 days prior to the hearing

per Probate Code §1460 on Conservatee

Ker Lor.

3. The Court may require clarification re the

expected dates of the future installments

expected to be deposited to the blocked

account, and how they are received.

Is a check mailed to the conservatee? Or

deposited directly?

4. Need order approving the accounting.

See Local Rule 7.6.1.

Note: If granted, the Court will set a status

hearing for the filing of the next accounting:

Tuesday, December 11, 2018

Cont. from 012417

Aff.Sub.Wit.

Verified x

Inventory

PTC

Not.Cred.

Notice of Hrg x

Aff.Mail x

Aff.Pub.

Sp.Ntc.

Pers.Serv.

Conf. Screen

Letters 10/16/15

Duties/Supp

Objections

Video

Receipt

CI Report

2620(c)

Order x



UCCJEA Updates:


FTB Notice File 15- Lor

15


16 Pamela E. Cochrum (Estate) Case No. 16CEPR00557 Attorney Turner, Patrick A. (for Executor Stephanie A. McKnight)

Waiver of Accounting and Petition for Final Distribution under Will and for Allowance of

Statutory Attorney's Fees

DOD: 1/28/16 STEPHANIE A. MCKNIGHT, Executor with

Full IAEA with bond of $550,000.00, is

Petitioner.

Accounting is waived.

I&A: $535,000.00

POH: $535,000.00 (real property)

Executor (Statutory): Waived

Attorney (Statutory): $13,700.00

Distribution pursuant to Decedent’s will:

Stephanie A. McKnight, Successor

Trustee of the Pamela E. Cochrum 2005

Trust dated 1/14/05: Entire estate


1. A Creditor’s Claim for $527.54 was

filed 12/30/16 by Collectibles

Management Resources,

assignee for American

Ambulance. Need Allowance or

Rejection of Creditor’s Claim

pursuant to Probate Code §9250

and proof of payment or

withdrawal of claim by the

creditor. Note: If rejected, the

creditor has 90 days to respond to

the rejection.

Aff.Sub.Wit.

Verified

Inventory

PTC

Not.Cred.

Notice of

Hrg

Aff.Mail

Aff.Pub.

Sp.Ntc.

Pers.Serv.

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CI Report

9202

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UCCJEA Updates:


FTB Notice File 16- Cochrum

16


18 Tanina Maria Anderson (Estate) Case No. 16CEPR00908 Attorney Coleman, William H. (for Co-Administrators)

Status RE: Filing of the Inventory and Appraisal

DOD: 7/8/16 GINA M. ANDERSON and BRIGITTE M.

ANDERSON PERKINS were appointed

Co-Administrators with Full IAEA without

bond on 10/13/16. Letters issued

10/13/16.

At the hearing on 10/13/16, the Court

set this status hearing for the filing of the

Inventory and Appraisal.


1. Need Inventory and Appraisal

pursuant to Probate Code §8800

or written status report pursuant to

Local Rule 7.5.

Aff.Sub.Wit.

Verified

Inventory

PTC

Not.Cred.

Notice of

Hrg

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Aff.Pub.

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UCCJEA Updates:


FTB Notice File 18- Anderson

18


19 The Teresa Silva-Rincon Living Trust Case No. 16CEPR00951 Attorney Fanucchi, Edward L. (for Trustee Leticia Lopez – Petitioner)

Attorney Flanigan, Philip M. (for Settlor Teresa Silva Flores – Objector)

Motion for Order Requiring Teresa Silva-Rincon to Submit to a Mental Examination Before

Howard B. Terrell, M.D.

LETICIA LOPEZ, Trustee, is Petitioner.

History: Petitioner filed Petition for Injunction,

for Confirmation of Current Trustee, for

Accounting by Trustee and Attorney’s Fees

and Costs on 9/9/16.

TERESA SILVA-FLORES, Settlor, filed Opposition

to the Petition on 10/24/16.

Pursuant to Minute Order 12/12/16, the matter

was set for Trial 3/14/17, and the Court

encourages further discussion towards

agreement with regard to a physician.

On 1/10/17, Petitioner filed this Motion for

Order Requiring Teresa Silva-Rincon to Submit

to a Mental Examination Before Howard B.

Terrell, M.D. On 1/11/17, Petitioner filed an Ex

Parte Application for Order Shortening Time on

the motion; however, the Ex Parte Application

was denied 1/12/17.

See petition for details.


Note: Trial is set for 3/14/17.

See Minute Order of 12/12/16.


represents that parties are

settling. This matter is

continued to the trial date;

parties are directed to arrive

at 8:30 on 3/14/17 if

proceeding to trial, or at 9:00 if

the matter is settled.

As of 3/6/17, nothing further

has been filed.

Cont. from 022817

Aff.Sub.Wit.

Verified

Inventory

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UCCJEA Updates:


FTB Notice File 19- Silva-Rincon Trust

19


21A The Huber Living Trust/Survivor's Trust Case No. 16CEPR01048 Attorney Georgeson, C. Russell (for Petitioner Marcia J. Bimat)

Attorney Gould, Jennifer F. (for Objector Ronda L. Spires)

Petitioner Marcia J. Bimat's Petition for Instructions

H. Ronald Huber

DOD: 5/8/10



represents that parties

attended a day of mediation

last Friday, and have an

additional day set for this

Friday. He requests 30-45 days

for further status.

1. Need order.

Charlotte M. Huber

DOD: 1/26/14

Cont. from 112916,

013117

Aff.Sub.Wit.

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9202

Order x



UCCJEA Updates:


FTB Notice File 21A- Huber

21A


21B The Huber Living Trust/Survivor's Trust Case No. 16CEPR01048 Attorney Georgeson, C. Russell (for Petitioner Marcia J. Bimat)


Petitioner's Request for Mediation Order

H. Ronald Huber

DOD: 5/8/10

MARCIA J. BIMAT, Beneficiary and Co-

Trustee, is movant.

Movant requests the Court exercise its

plenary power and order that the

Petition for Instructions be mediated by

a mediator agreeable to the parties,

mediator and date selected and

agreed upon no later than 12/6/16, to

be concluded no later than 1/30/17.

Note: Non-Opposition to Request for

Mediation Order was part of the

Objection filed 11/28/16.



represents that parties attended a

day of mediation last Friday, and

have an additional day set for this

Friday. He requests 30-45 days for

further status.

Charlotte M. Huber

DOD: 1/26/14

Cont. from 112916,

013117

Aff.Sub.Wit.

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Inventory

PTC

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9202

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UCCJEA Updates:


FTB Notice File 21B- Huber

21B


21C The Huber Living Trust/Survivor's Trust Case No. 16CEPR01048 Attorney Georgeson, C. Russell (for Petitioner Marcia J. Bimat)


Status RE: Settlement

MARCIA J. BIMAT, Beneficiary and Co-

Trustee, filed Petition for Instruction on

10/13/16.

Petitioner also filed a Request for

Mediation Order on 10/18/16.

RONDA L. SPIRES, Beneficiary and Co-

Trustee, filed an Objection to Petition for

Instructions and Non-Opposition to

Request for Mediation Order on

11/28/16.

On 11/29/16, the parties were ordered

to meet and confer. On 1/31/17, the

parties reported that they had

attended a day of mediation and have

an additional day set for Friday 2/3/17.

Therefore, the Court set this status

hearing re settlement.


Aff.Sub.Wit.

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Inventory

PTC

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Hrg

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CI Report

9202

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UCCJEA Updates:


FTB Notice File 21C- Huber

21C


22 Maria Palos (Estate) Case No. 16CEPR01192 Attorney Wright, Judith A. (for Administrator Petra L. Castro)

Status RE: Filing Receipt from blocked account


OFF CALENDAR

Receipt filed 2/22/17

Cont. from 021417

Aff.Sub.Wit.

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UCCJEA Updates:


FTB Notice File 22- Palos

22


23 Shane Hanks (GUARD/P) Case No. 16CEPR01308 Petitioner Violette, Brittany (Pro Per – Non-relative – Petitioner)

Petition for Appointment of Temporary Guardian of the Person

See petition for details.


Aff.Sub.Wit.

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Inventory

PTC

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N/A Notice of

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UCCJEA Updates:


FTB Notice File 23- Hanks

23


24 Michael Aiden Rocha (GUARD/P) Case No. 17CEPR00038

Petitioner Rose M. Flores (Pro Per, maternal grandmother)

Petitioner Patrick M. Rocha (Pro Per, maternal grandfather)

Petition for Appointment of Guardian of the Person

NO TEMPORARY REQUESTED

ROSE M. FLORES and PATRICK M. ROCHA,

maternal grandparents, are Petitioners.

~Please see Petition for details~


Cont. from

Aff.Sub.Wit.

✔ Verified

Inventory

PTC

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CI Report X

Clearances X

✔ Order



✔ UCCJEA Updates:


FTB Notice File 24- Rocha

24


25 Hayley Love Falcon (GUARD/P) Case No. 17CEPR00041

Petitioner Roberto Zavala Falcon, Jr. (Pro Per, paternal uncle)

Petitioner Aleia Janaye Falcon (Pro Per, paternal aunt)

Petition for Appointment of Guardian of the Person

NO TEMPORARY REQUESTED

ROBERTO ZAVALA FALCON, JR. and

ALEIA JANAYE FALCON, paternal uncle

and paternal aunt by marriage, are

Petitioners.

~Please see Petition for details~


1. Need proof of service by mail

at least 15 days prior to

hearing of the Notice of

Hearing with a copy of the

Petition for Appointment of

Guardian, or Consent to

Appointment of Guardian

and Waiver of Notice, or a

Declaration of Due Diligence,

for:

Maternal grandparents.

2. Proof of Service by Mail of

Notice of Hearing filed

2/27/2017 shows the following

persons were served with

notice who are not identified

in the Petition:

PATRICIA CERVANTES;

ANGEL CERVANTES;

ROBERTO R. FALCON. Note:

Petition lists the paternal

grandfather as ROBERTO R.

RODRIGUEZ; need clarification

of correct name.

3. Need Attachment 3 and

Attachment 10 explaining the

answers to Item 3 and Item 10

of both of the Petitioners

Confidential Guardian

Screening forms filed on

1/13/2017.

Cont. from

Aff.Sub.Wit.

✔ Verified

Inventory

PTC

Not.Cred.

✔ Notice of

Hrg

✔ Aff.Mail

Aff.Pub.

Sp.Ntc.

✔ Pers.Serv.

✔ Conf.

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✔ Letters

✔ Duties/Supp

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CI Report X

Clearances X

✔ Order



✔ UCCJEA Updates:


FTB Notice File 25- Falcon

25


26 Loretta P Attkisson (Estate) Case No. 17CEPR00088 Attorney Ramirez, Edward R., Jr. (for Petitioner Cherri Makasian)

Petition for Letters of Administration Authorization to Administer under the IAEA

DOD: 12/27/16 CHERRI MAKASIAN, Daughter, is

Petitioner and requests appointment

as Administrator with Full IAEA.

Bond is not addressed.

Full IAEA – need publication

Decedent died intestate

Residence: Sanger, CA

Publication: Need publication

Estimated value of estate:

Personal property: $20,000.00

Real property: $100,000.00

($350,000.00, encumbered for

$250,000.00)

Total: $120,000.00

Probate Referee: Steven Diebert


1. Need date of death of deceased

spouse per Local Rule 7.1.1.D.

2. Need publication per Probate

Code §8120 and Local Rule 7.9.

3. Need bond of $120,000.00 or

waivers of bond (DE-142) from:

- Tami Henderson

- Lori Johnson

- Rodney Attkisson

Note: If granted, the Court will set

status hearings as follows:

Tuesday, April 25, 2017 for filing of

bond, if required

Tuesday, August 15, 2017 for filing

the Inventory and Appraisal

Tuesday, May 15, 2018 for filing

the first or final account

Aff.Sub.Wit.

Verified

Inventory

PTC

Not.Cred.

Notice of

Hrg

Aff.Mail w/o

Aff.Pub. x

Sp.Ntc.

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9202

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UCCJEA Updates:


FTB Notice File 26- Attkisson

26


27 Yancy Pierre Johnson (CONS/PE) Case No. 17CEPR00127 Petitioner Johnson, Tamara (Pro Per – Sister – Petitioner)

Petition for Appointment of Probate Conservator of the Person and Estate


Court Investigator advised rights on

2/24/17.

Minute Order 2/15/17 (Temp): The

Court appoints the Public Guardian as

Temporary Conservator.

1. Need Citation and proof of

personal service of Citation with a

copy of the petition at least 15 days

prior to the hearing per Probate

Code §1824 on Proposed

Conservatee Yancy Johnson.

2. Need Notice of Hearing and proof

of service of Notice of Hearing with

a copy of the petition at least 15

days prior to the hearing per

Probate Code §1822 or declaration

of due diligence, on all second

degree relatives:

- Doris Johnson-Butler (Mother)

- Father, if living

- Children and grandchildren, if any

- Maternal and Paternal

Grandparents, if living

SEE ADDITIONAL PAGES

Aff.Sub.Wit.

Verified

Inventory

PTC

Not.Cred.

Notice of

Hrg

x

Aff.Mail x

Aff.Pub.

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Pers.Serv. x

Conf.

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x

CI Report

9202

Order



UCCJEA Updates:

Citation x Recommendation:

FTB Notice File 27- Johnson

27


27 Yancy Pierre Johnson (CONS/PE) Case No. 17CEPR00127

Page 2 – NEEDS/PROBLEMS/COMMENTS (Cont’d):

3. Petitioner states at #4 that the proposed conservatee is neither receiving nor entitled to receive

Veterans’ benefits; however, the Investigator’s report indicates that he served in the military. See

report for details. The Court may require notice to the Office of Veterans Administration pursuant to

Probate Code §1822(d).

4. Need video receipt pursuant to Local Rule 7.15.8.

5. Need bond of at least $16,302.00, which includes income stated and cost of recovery pursuant to

Probate Code §2320 and CRC 7.207.

Note: If granted, the Court will set status hearings as follows:

Tuesday, April 25, 2017 for filing of bond

Tuesday, July 11, 2017 for filing the Inventory and Appraisal

Tuesday, May 15, 2018 for filing the first account

If the proper items are on file, the status hearings may come off calendar. Otherwise, written status

report and appearance are required. See Local Rule 7.5.

Documents

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