27
Dept. 303, 9:00 a.m. Wednesday, May 3, 2017 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, Richard B. Status RE: Filing of the Final Account NEEDS/PROBLEMS/COMMENTS: OFF CALENDAR First and Final Account filed 4/25/17 is set for hearing on 6/12/17 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: 4/27/17 UCCJEA Updates: Citation Recommendation: FTB Notice File 1- Martin 1

1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

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Page 1: 1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, Richard B.

Status RE: Filing of the Final Account

NEEDS/PROBLEMS/COMMENTS:

OFF CALENDAR

First and Final Account filed 4/25/17

is set for hearing on 6/12/17

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: 4/27/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 1- Martin

1

Page 2: 1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

2 Delilah Lynn Macias and Aneasia Macias (GUARD/P)

Case No. 13CEPR00852 Attorney Mount, Sheri R. (for Petitioner Nancy Tamez)

Objector Macias, Samantha (Pro Per – Mother – Objector)

Petition for Appointment of Guardian of the Person

See petition for details. NEEDS/PROBLEMS/COMMENTS:

Note: This petition is for Delilah only.

Note: On 4/5/17, the matter was

continued due to noticing defects and

the Court ordered the parties to go to

the Social Security Office together to

obtain a card for the minor and

ordered the mother to obtain and

provide Petitioner the birth certificate.

See Minute Order of 2/21/17 re

visitation to the mother.

The following issues remain noted:

1. Need proof of personal service of

Notice of Hearing with a copy of

petition at least 15 days prior to the

hearing Per Probate Code §1511 or

consent and waiver of notice or

further diligence on:

- Daniel Salazar (Father, if diligence

not found)

2. Need proof of service of Notice of

Hearing with a copy of petition at

least 15 days prior to the hearing

Per Probate Code §1511 or consent

and waiver of notice or declaration

of due diligence on:

- Danny Salazar

(Pat. Grandfather)

- Manuel Macias

(Maternal Grandfather)

Note: Declarations of Due Diligence

were filed 4/4/17 for grandparents

(prior to information provided in court).

Cont. from 040517

Aff.Sub.Wit.

Verified

Inventory

PTC

Not.Cred.

Notice of

Hrg

Aff.Mail w

Aff.Pub.

Sp.Ntc.

Pers.Serv. x

Conf.

Screen

Letters

Duties/Supp

Objections

Video

Receipt

CI Report

Clearances

Order

Aff. Posting Reviewed by: skc

Status Rpt Reviewed on: 4/27/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 2- Macias

2

Page 3: 1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

3 James Dulany Sample (CONS/PE) Case No. 15CEPR01081 Attorney: Gary G. Bagdasarian (for Conservator Alice Sample)

Probate Status Hearing RE: Filing of the First Account

DOD: 9/30/16 ALICE SAMPLE, spouse, was appointed

conservator of the person and estate

on 12/16/15 with bond set at $48,400.00.

Bond filed on 2/29/16.

Letters issued on 3/2/16.

Inventory and appraisal filed on 7/20/16

shows the estate valued at $276,138.00

Minute order dated 12/16/15 set this

status hearing for the filing of the first

account.

Status Report filed on 2/21/17 states the

conservatee James Sample, Jr. passed

away on 9/30/16. Request is made for

a 30 day continuance to complete the

accounting.

Status Report filed on 4/3/17 states due

to the accountant’s heavy schedule,

based on the tax season, the

accounting is not quire complete.

Therefore, therefore a request is made

for a 30-day continuance to complete

the accounting.

NEEDS/PROBLEMS/COMMENTS:

OFF CALENDAR

First and Final Account filed 4/20/17

is set for hearing on 6/12/17

Cont. from 022217,

040517

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

Status Rpt Reviewed on: 4/27/17 (skc)

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 3- Sample

3

Page 4: 1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

4 Roberto Sanchez Orosco (Estate) Case No. 15CEPR01189 Attorney: Gregory J. Roberts (for Arnold Bernal Orosco – Administrator)

Petition for Final Distribution on Waiver of Accounting and for

Allowance of Fees

DOD: 6/6/2013 ARNOLD BERNAL OROSCO, Administrator

with full IAEA without bond, is petitioner.

Accounting is waived

I&A - $161,872.34

POH - $161,872.34

(all cash)

Administrator - $5,856.17

(statutory)

Costs - $996.00

(for filing, publication, certified copies fees)

Expenses (other) - $17,549.75

(per consent and agreement among heirs

for personal expenses paid by Arnold

Bernal Orosco, for care of decedent prior

to his death and funeral expenses)

Attorney - $5,856.17

(statutory)

Costs - $435.00

(for filing fee)

Closing - $2,000.00

Distribution, pursuant to intestate

succession, of property on hand consisting

of cash, is to:

Arnold Bernal Orosco $21,529.87

Conception M. Clawges $21,529.87

Diana O. Gonzales $21,529.87

Theresa Orosco-Chavez $21,529.87

Oralia Orosco Espinosa $21,529.87

Mary Louisa DeLa Cerda $21,529.87

NEEDS/PROBLEMS/COMMENTS:

Cont. from

Aff.Sub.Wit.

✔ Verified

✔ Inventory

PTC NA

Not.Cred.

✔ Notice of

Hrg

✔ Aff.Mail wo

✔ Aff.Pub.

Sp.Ntc.

Pers.Serv.

Conf.

Screen

Letters

Duties/Supp

Objections

Video

Receipt

CI Report

✔ 9202

✔ Order

Aff. Posting Reviewed by: SEF

Status Rpt Reviewed on: 4/27/2017

UCCJEA Updates:

Citation Recommendation: SUBMITTED

FTB Notice File 4- Orosco

4

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Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

5 Walter Douthett (CONS/E) Case No. 16CEPR00093 Attorney Kruthers, Heather H (for Public Guardian – Conservator)

Probate Status Hearing RE: Filing of the First or Final Account

NEEDS/PROBLEMS/COMMENTS:

OFF CALENDAR.

First Account filed

04/27/2017. Hearing set for

05/31/2017.

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: LV

Status Rpt Reviewed on: 04/28/2017

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 5- Douthett

5

Page 6: 1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

6 Pamela Kay Epperly (Estate) Case No. 16CEPR00102 Attorney Janian, Paulette (for Administrator Mitchell Epperly)

Petition for Final Distribution on Waivers of Accounting, for Statutory Attorneys Fee and

for Final Distribution

DOD: 11/21/15 MITCHELL EPPERLY, Administrator with

Will Annexed with Full IAEA without

bond, is Petitioner.

Accounting is waived

I&A: $226,234.69

POH: $222,017.95

($22,017.95 cash plus real property)

Administrator (Statutory): Waived

Attorney (Statutory): $7,524.69

Closing: $2,000.00

Distribution pursuant to decedent’s will:

Daniel Epperly: $6,246.63 cash plus an

undivided one-half interest in the real

property

Brian Epperly: $6,246.63 cash plus an

undivided one-half interest in the real

property

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: skc

Status Rpt Reviewed on: 4/28/17

UCCJEA Updates:

Citation Recommendation: SUBMITTED

FTB Notice File 6- Epperly

6

Page 7: 1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

7 Bobby E Wilbanks (CONS/E) Case No. 16CEPR00536 Attorney: Thomas A. Markeson (for Conservatee)

Attorney: Ryan Michael Janisse (for Petitioners Robert Wilbanks and Angela Anderson)

Petition to Confirm Settlement Agreement

ROBERT WILBANKS and ANGELA

ANDERSON, Co-Conservators, are

petitioners.

Petitioners state they were granted

the authority to pursue an elder

abuse civil action against Miguel

Torres (“Torres”) pertaining to certain

real estate transactions and personal

loans entered into with the

Conservatee. Conservators

commenced litigation and at

mediation on 3/13/17, the

Conservators and Torres reached a

settlement. Pursuant to this Court’s

order, any settlement is subject to

this Court’s confirmation and

approval.

Petitioners request the Court enter

an order approving the Settlement

Agreement and thereby making it a

binding agreement.

NEEDS/PROBLEMS/COMMENTS:

1. Need proof of service of the

Notice of Hearing on Conservatee

Bobby E. WIlbanks.

2. Order does not comply with Local

Rule 7.6.1. The order does not

include the terms of the settlement

agreement.

3. Current bond is $148,500.00. If the

settlement agreement is approved

it appears that bond should be

increased to $1,447,620.00.

Note: If the petition is granted, status

hearings will be set as follows:

Wednesday, June 7, 2017 at 9:00

a.m. in Department 303, for the

filing of the additional bond, if

required.

Pursuant to Local Rule 7.5 if the

required documents are filed 10 days

prior the date set the status hearing

will come off calendar and no

appearance will be required.

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

Duties/Supp

Objections

Video

Receipt

CI Report

9202

✔ Order

Aff. Posting Reviwed by: KT

Status Rpt Reviewed on: 5/1/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 7- Wilbanks

7

Page 8: 1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

8 Dana H. Anderson (Estate) Case No. 16CEPR01093 Attorney Knudson, David N. (for Administrator Holly Anderson)

Status RE: Filing of the Inventory and Appraisal

DOD: 10/6/16 HOLLY ANDERSON, Daughter, was

appointed Administrator with Will

Annexed with Full IAEA without bond on

12/12/16.

At the hearing on 12/12/16, the Court

set this status hearing for the filing of the

Inventory and Appraisal.

Status Report filed 4/25/17 states

despite diligent search and inquiry

made by the Administrator, no assets

have been located which are subject

to probate in this proceeding. The

decedent owned property in Sun

Valley, ID, and an informal ancillary

probate was entered there on 3/3/17

(see Exhibit A). The Administrator is

proceeding to sell the decedent’s real

property in Idaho, and it is unknown

whether there will be any net proceeds

distributable to this domiciliary probate

here. If and when received, they will be

inventoried.

It is respectfully requested that the court

set further status for six months from

now or upon such time the Court may

deem appropriate.

NEEDS/PROBLEMS/COMMENTS:

1. Need Inventory and Appraisal

pursuant to Probate Code §8800.

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: 4/28/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 8- Anderson

8

Page 9: 1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

9 Alberto N. Gomez (CONS/PE) Case No. 16CEPR01243 Attorney: Gilbert Zavala (for Petitioner Sophia Gomez Macias)

Objector: Linda Chavez Gomez (pro per)

Attorney: Lisa Horton (Court appointed for Conservatee)

Petition for Appointment of Probate Conservator

THERE IS NO TEMPORARY. No temporary was

requested.

SOPHIA GOMEZ MACIAS, daughter, is

petitioner.

NEEDS/PROBLEMS/

COMMENTS:

Court Investigator advised

rights on 1/6/17.

Voting Rights Affected. Need

Minute order.

1. #4 of the Capacity

Declarations filed on

12/16/16, 3/7/17 and on

4/25/17 are incomplete re:

name of proposed

conservatee, date the

physician last saw the

proposed conservatee and

whether or not he is a

patient under the

physician’s continuing

treatment.

2. Petition requests that bond

be waived. Probate Code

§2320 and 2321 requires

every conservator to post

bond. The Court may not

waive bond without a good

cause determination that

the conservatee will not

suffer harm as a result of the

waiver. If the court requires

bond it should be set at

$15,378.00.

3. Need Order

Please see additional page

Cont. from 011817,

040517

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

9202

Order X

Aff. Posting Reviewed by: KT

Status Rpt Reviewed on: 5/1/17

UCCJEA Updates:

✔ Citation Recommendation:

FTB Notice File 9- Gomez

9

Page 10: 1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

9 Alberto N. Gomez (CONS/PE) Case No. 16CEPR01243

Note: If the petition is granted, status hearings will be set as follows:

Wednesday, June 7, 2017 at 9:00 a.m. in Department 303, for the filing of the bond, if required.

Wednesday, September 16, 2017 at 9:00 a.m. in Department 303, for the filing of the inventory and

appraisal.

Wednesday, July 11, 2018 at 9:00 a.m. in Department 303, for the filing of the first account.

Pursuant to Local Rule 7.5 if the required documents are filed 10 days prior the date set the status

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

Page 11: 1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

10 Serenity Turpin (GUARD/P) Case No. 17CEPR00061 Petitioner Taylor-Delgado, Shirley (Pro Per – Maternal Grandmother – Petitioner)

Petition for Appointment of Guardian of the Person

See petition for details. NEEDS/PROBLEMS/COMMENTS:

1. Need Notice of Hearing for

this general hearing date.

2. Need proof of personal service of Notice of Hearing with a copy of the petition at least 15 days prior to the hearing per Probate Code §1511 on: - Eric Turpin (Father) - Sara Carter (Mother)

3. If diligence is not found, need proof of service of Notice of Hearing with a copy of the petition at least 15 days prior to the hearing per Probate Code §1511 or consent and waiver of notice or declaration of due diligence on: - Paternal Grandfather - Paternal Grandmother - Steven Dennis (Maternal Grandfather) - Siblings age 12 and older (Devin, Shyanne, Xavier, Erin, Madison, Erica), with copy to parent or guardian

Aff.Sub.Wit.

Verified

Inventory

PTC

Not.Cred.

Notice of

Hrg

x

Aff.Mail x

Aff.Pub.

Sp.Ntc.

Pers.Serv. x

Conf.

Screen

Letters

Duties/Supp

Objections

Video

Receipt

CI Report

Clearances

Order

Aff. Posting Reviewed by: skc

Status Rpt Reviewed on: 4/28/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 10- Turpin

10

Page 12: 1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

11 Edward H Stavlo (CONS/PE) Case No. 17CEPR00197 Attorney Matlak, Steven M.

Status RE: Filing of the Bond and/or Issuance of Letters

NEEDS/PROBLEMS/COMMENTS:

OFF CALENDAR

Bond filed 4/25/17; Letters to issue

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: 4/28/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 11- Stavlo

11

Page 13: 1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

12 Marilyn Elaine Silva (Estate) Case No. 17CEPR00206 Petitioner Sexton, Amanda (Pro Per Petitioner)

Petition for Probate of Will and for Letters Testamentary; Authorization to Administer Under the IAEA

DOD: 1/19/17 AMANDA SEXTON, Niece and

named Executor without bond, is

Petitioner.

Full IAEA – ok

Will dated 3/29/16

Residence: Fresno

Publication: Fresno Bee

Estimated value of estate:

Personal property: $ 10,000.00

Real property: $126,000.00

($220,000, encumbered for $94,000)

Total: $136,000.00

Probate Referee: Steven Diebert

NEEDS/PROBLEMS/COMMENTS:

Note: The Court will set status hearings

as follows:

Wednesday, October 4, 2017 at

9:00 a.m. in Department 303, for

the filing of the Inventory and

Appraisal.

Wednesday, July 11, 2018 at 9:00

a.m. in Department 303, for the

filing of the first account or petition

for final distribution.

Pursuant to Local Rule 7.5 if the

required documents are filed 10 days

prior the date set the status hearing will

come off calendar and no

appearance will be required.

Cont. from 040517

Aff.Sub.Wit. S/P

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: 4/27/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 12- Silva

12

Page 14: 1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

13 Eileen Carrillo, Freddy Carrillo, and Giovanni Carrillo, Jr. (GUARD/P)

Case No. 17CEPR00247 Petitioner Carrillo, Salvador (Pro Per – Paternal Grandfather – Petitioner)

Petitioner Carrillo, Ana Maria (Pro Per – Paternal Grandmother – Petitioner)

Petition for Appointment of Guardian of the Person

See petition for details. NEEDS/PROBLEMS/COMMENTS:

1. If diligence is not found,

need personal service on

the mother pursuant to

Probate Code §1511.

Aff.Sub.Wit.

Verified

Inventory

PTC

Not.Cred.

Notice of

Hrg

Aff.Mail w

Aff.Pub.

Sp.Ntc.

Pers.Serv. w

Conf.

Screen

Letters

Duties/Supp

Objections

Video

Receipt

CI Report

Clearances

Order

Aff. Posting Reviewed by: skc

Status Rpt Reviewed on: 4/28/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 13- Carrillo

13

Page 15: 1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

14 Kaiden Tait (GUARD/P) Case No. 17CEPR00254 Attorney Ruiz, Richard (for Janet Hatfield – Petitioner – Paternal Grandmother) Petition for Appointment of Guardian of the Person

Age: 10 TEMPORARY EXPIRES 05/03/2017

JANET DAWN HATFIELD, paternal

grandmother, is Petitioner.

Please see petition for details

NEEDS/PROBLEMS/COMMENTS:

Minute Order of 03/15/2017 (in part): Mr.

Ruiz may bring information on the

Random Choices program on

05/03/2017 with regard to testing for the

father, and the Court will consider it. The

petition is granted to preserve the status

quo. The Court orders supervised

visitation only as to the father, and no

visits as to the mother until she appears

before the Court.

1. Need Notice of Hearing.

2. Need proof of service fifteen (15)

days prior to the hearing of the

Notice of Hearing along with a

copy of the Petition for

Appointment of Guardian or

consent and waiver of notice or

declaration of due diligence for:

Juanita Diester (Maternal

Grandmother)

Makayla Tait (Sibling)

Cont. from

Aff.Sub.Wit.

✔ Verified

Inventory

PTC

Not.Cred.

Notice of

Hrg

x

Aff.Mail x

Aff.Pub.

Sp.Ntc.

Pers.Serv. n/a

✔ Conf.

Screen

✔ Letters

✔ Duties/Supp

Objections

Video

Receipt

✔ CI Report

9202

✔ Order

Aff. Posting Reviewed by: LV

Status Rpt Reviewed on: 05/01/2017

✔ UCCJEA Updates:

Citation Recommendation:

FTB Notice File 14- Tait

14

Page 16: 1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

15 Samson Elicagaray (Estate) Case No. 17CEPR00268 Attorney: Patrick Etchebehere (of San Mateo, CA, for Petitioner Marie-Jeanne Elicagaray)

Petition for Letters of Administration; Authorization to Administer under the IAEA

DOD: 10/25/16 MARIE-JEANNE ELICAGARAY,

Spouse, is Petitioner and requests

appointment of Attorney PATRICK

ETCHEBEHERE as Administrator with

Full IAEA without bond. Nomination

and waiver of bond attached.

Full IAEA – need publication

Decedent died intestate

Residence: Saint Jean le Vieux,

Pyrenees Atlantique, France

Decedent owned real property in

Fresno County.

Publication: Fresno Bee

Estimated value of estate:

Annual income: $ 5,000.00

Real property: $500,000.00

Total: $505,000.00

Probate Referee: Steven Diebert

NEEDS/PROBLEMS/COMMENTS:

1. Need affidavit of publication

pursuant to Probate Code §8120. The

“Proof of Publication” filed 4/25/17

indicates an update to prior

publication; however, there is no

proof of prior publication of Notice of

Petition to Administer Estate on file.

2. Need Duties and Liabilities of

Personal Representative (DE-147)

and Confidential Supplemental

(DE-147S)

3. Need Order, Letters. See Local Rule

7.1.1.F.

Note: The Court will set status hearings

as follows:

Wednesday, October 4, 2017 at 9:00

a.m. in Department 303, for the filing

of the Inventory and Appraisal.

Wednesday, July 11, 2018 at 9:00

a.m. in Department 303, for the filing

of the first account or petition for

final distribution.

Pursuant to Local Rule 7.5 if the required

documents are filed 10 days prior the

date set the status hearing will come off

calendar and no appearance will be

required.

Cont. from 041317

Aff.Sub.Wit.

Verified

Inventory

PTC

Not.Cred.

Notice of

Hrg

Aff.Mail w

Aff.Pub. X

Sp.Ntc.

Pers.Serv.

Conf.

Screen

Letters X

Duties/Supp X

Objections

Video

Receipt

CI Report

9202

Order X

Aff. Posting Reviewed by: skc

Status Rpt Reviewed on: 4/28/17

UCCJEA Updates: 5/1/17

Citation Recommendation:

FTB Notice File 15- Elicagaray

15

Page 17: 1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

16 Linda Fullbright (Estate) Case No. 17CEPR00305 Attorney Gunner, Kevin D (for Jason Fullbright – Petitioner – Son) Petition for Letters of Administration and IAEA

DOD: 08/10/2016 JASON FULLBRIGHT, son, is petitioner

and requests appointment as

Administrator without bond.

All heirs waive bond and nominate

petitioner as Administrator

Full IAEA – o.k.

Decedent died intestate

Residence: Clovis

Publication: The Business Journal

Estimated value of the Estate:

Real Property - $150,000.00

Probate Referee: Rick Smith

NEEDS/PROBLEMS/COMMENTS:

1. Item #5b of the petition is

incomplete regarding stepchild or

foster child.

Note: If the petition is granted status

hearings will be set as follows:

• Wednesday, 10/04/2017 at

9:00a.m. in Dept. 303 for the filing

of the inventory and appraisal

and

•Wednesday, 07/11/2018 at

9:00a.m. in Dept. 303 for the filing

of the first account and final

distribution.

Pursuant to Local Rule 7.5 if the required

documents are filed 10 days prior to the

hearings on the matter the status

hearing will come off calendar and no

appearance will be required.

Cont. from

Aff.Sub.Wit.

✔ Verified

Inventory

PTC

Not.Cred.

✔ Notice of

Hrg

✔ Aff.Mail

✔ Aff.Pub. w/

Sp.Ntc.

Pers.Serv.

Conf.

Screen

✔ Letters

✔ Duties/Supp

Objections

Video

Receipt

CI Report

9202

✔ Order

Aff. Posting Reviewed by: LV

Status Rpt Reviewed on: 05/01/2017

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 16- Fullbright

16

Page 18: 1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

17 Sharon Brown (Estate) Case No. 17CEPR00309 Petitioner Williams, Shawntel Shree (Pro Per – Daughter) Petition for Letters of Administration & IAEA

DOD: 12/06/2016 SHAWNTEL SHREE WILLIAMS,

daughter, is petitioner and requests

appointment as Administrator

without bond.

Full IAEA – o.k.

Decedent died intestate

Residence: Fresno

Publication: The Business Journal

Estimate value of the Estate:

Personal property - $50,000.00

Real property - $150,000.00

Total - $200,000.00

Probate referee: Rick Smith

NEEDS/PROBLEMS/COMMENTS:

Note: The filing fee was initially waived for this

petition; however, the fee will be due prior to

distribution pursuant to Government Code

§68637. (Filing fee is $435.00)

1. Petition states all heirs waive bond however it

does not appear that waivers of bond have

been filed. Need waivers of bond from each

heir on Mandatory Judicial Council Form, DE-

142 or bond in the amount of $200,000.00.

2. Need Notice of Petition to Administer Estate.

3. Need proof of service of the Notice of Petition

to Administer Estate pursuant to Probate

Code §8110 on Tamisha Burrus.

Note: If the petition is granted status hearings will be

set as follows:

• Wednesday, 06/07/2017 at 9:00a.m. in

Dept. 303 for the filing of the bond, if

ordered and

Wednesday, 10/04/2017 at 9:00a.m. in Dept.

303 for the filing of the inventory and

appraisal and

•Wednesday, 07/11/2018 at 9:00a.m. in

Dept. 303 for the filing of the first account

and final distribution.

Pursuant to Local Rule 7.5 if the required documents

are filed 10 days prior to the hearings on the matter

the status hearing will come off calendar and no

appearance will be required.

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

Aff. Posting Reviewed by: LV

Status Rpt Reviewed on: 04/28/2017

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 17- Brown

17

Page 19: 1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

18 The Marguerite Coyle McClintic Living Trust Case No. 17CEPR00312 Attorney Poochigian, Mark S. (for Petitioner Cathleen Ann McClintic, Trustee)

Petition for Order Determining Validity of Instrument, Excusing Trustee from Requirements

of Probate Code Section 16061.7, and for Instructions Regarding Distribution of Trust Estate

NEEDS/PROBLEMS/COMMENTS:

CONTINUED TO 5/17/17 Per attorney request

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: 4/28/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 18- McClintic

18

Page 20: 1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

19 Mary F Neumann (Estate) Case No. 17CEPR00313 Attorney Fanucchi, Edward L. (for Petitioner Shelli A. Sakaguchi)

Petition for Letters of Administration; Authorization to Administer under the IAEA

DOD: 1/6/17 SHELLI A. SAKAGUCHI, Daughter, is

Petitioner and requests appointment as

Administrator with Full IAEA without

bond.

All heirs waive bond.

Full IAEA – ok

Decedent died intestate

Residence: Fresno

Publication: Business Journal

Estimated value of estate:

Real property: $142,900.00

Probate Referee: Rick Smith

NEEDS/PROBLEMS/COMMENTS:

Note: The Court will set status

hearings as follows:

Wednesday, October 4, 2017 at

9:00 a.m. in Department 303, for

the filing of the Inventory and

Appraisal.

Wednesday, July 11, 2018 at 9:00

a.m. in Department 303, for the

filing of the first account or

petition for final distribution.

Pursuant to Local Rule 7.5 if the

required documents are filed 10 days

prior the date set the status hearing

will come off calendar and no

appearance will be required.

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: 4/28/17

UCCJEA Updates:

Citation Recommendation: SUBMITTED

FTB Notice File 19- Neumann

19

Page 21: 1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

20 Bagdasar Bedoian (Det. Succ) Case No. 17CEPR00314 Attorney: Gary G. Bagdasarian, (for Diana Bedoian – Petitioner)

Petition to Determine Succession to Real Property

DOD: 9/13/2015 DIANA BEDOIAN, surviving spouse, is

petitioner.

40 days since DOD

No other proceedings

I&A - $125,000.00

Will dated 4/28/2004

Petitioner requests Court

determination that decedent’s one-

half interest in real property located at

736 Fulton Street, Fresno CA pass to

Diana Bedoian as the Trustee of the

Bagdasar Bedoian and Diana J.

Bedoian Revocable Living Trust

Agreement pursuant to decedent’s

will.

NEEDS/PROBLEMS/COMMENTS:

1. Need proof of service of Notice

of Hearing with at least 15 days’

notice on all persons named in

petition, pursuant to Probate

Code 13153. (Persons listed in

item 15 were noticed; however,

also require notice to persons

listed in item 16.)

Cont. from

Aff.Sub.Wit. s/p

✔ 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

9202

✔ Order

Aff. Posting Reviewed by: SEF

Status Rpt Reviewed on: 4/28/2017

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 20- Bedoian

20

Page 22: 1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

21 Lee R. Schulte Trust Case No. 17CEPR00315

Attorney Marvin T. Helon (for Trustees Terence Miller and Jamie M. Flynn)

Petition for Determination and Confirmation of Trust Asset and for

Order Instructing Trustees

DOD: 5/13/2015 TERENCE MILLER, and JAMIE M. FLYNN, Co-

Trustees of the LEE R. SCHULTE TRUST, are

Petitioners.

~Please see petition for details~

NEEDS/PROBLEMS/COMMENTS:

1. Need proposed order

pursuant to Local Rule

7.1.1(F).

Cont. from 100416

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

9202

Order X

Aff. Posting Reviewed by: LEG

Status Rpt Reviewed on: 5/1/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 21- Schulte

21

Page 23: 1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

22 Ruby Baker (Det. Succ) Case No. 17CEPR00316 Attorney: Judith A. Wright (for Harleena Dix, Darlene Staggs and Charles Baker – Petitioners)

Petition to Determine Succession to Real and Personal Property

DOD: 7/21/2010 Petitioners are:

HARLEENA F. DIX (daughter)

DARLENE M. STAGGS (daughter)

CHARLES E. BAKER (son)

40 days since DOD

No other proceedings

I&A - $77,000.00

Will dated 10/6/2001

Petitioner requests Court

determination that decedent’s 100%

in real property located at 3927 N.

Woodson, Fresno CA and household

furniture and furnishings and personal

effects, pass to petitioners in equal

1/3rd shares, pursuant to decedent’s

will.

NEEDS/PROBLEMS/COMMENTS:

1. Need date of death of

Decedent’s deceased spouse,

pursuant to Local Rule 7.1.1D.

Cont. from

Aff.Sub.Wit. s/p

✔ 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

9202

✔ Order

Aff. Posting Reviewed by: SEF

Status Rpt Reviewed on: 4/28/2017

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 22- Baker

22

Page 24: 1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

23 The 1999 Carmina Viveros Trust Case No. 17CEPR00319 Attorney Coleman, William H. (for Petitioners)

Petition to Confirm Trust Assets Under Probate Code

Carmina Viveros

DOD: 4/28/16

See petition for details. NEEDS/PROBLEMS/

COMMENTS:

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: 4/28/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 23- Viveros

23

Page 25: 1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

24 In Re the Frank Moradian Testamentary Trust Case No. 17CEPR00325 Attorney Lucich, Nicholas L, Jr. (for Petitioner Michael Nicoletti)

Petition for Appointment of Successor Trustee

See petition for details. NEEDS/PROBLEMS/COMMENTS:

Note: If granted, the Court will set a

status hearing for the filing of the

bond as follows:

Wednesday, June 14, 2017

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: 4/28/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 24- Moradian

24

Page 26: 1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

25 Ann-Marie Kemley (GUARD/P) Case No. 17CEPR00419 Petitioner Sage, Meredith (Pro Per – Maternal Grandmother – Petitioner)

Petition for Appointment of Temporary Guardian of the Person

See petition for details.

NEEDS/PROBLEMS/COMMENTS:

1. Need Notice of Hearing.

2. Need proof of personal service of

Notice of Hearing with a copy of

the petition at least five court

days prior to the hearing per

Probate Code §2250(e) or

consent and waiver of notice or

declaration of due diligence on:

- Alyssa Kemley-Mota (Mother)

- Unknown Father (if diligence not

found)

Aff.Sub.Wit.

Verified

Inventory

PTC

Not.Cred.

Notice of

Hrg

x

Aff.Mail

Aff.Pub.

Sp.Ntc.

Pers.Serv. x

Conf.

Screen

Letters

Duties/Supp

Objections

Video

Receipt

CI Report

9202

Order

Aff. Posting Reviewed by: skc

Status Rpt Reviewed on: 4/28/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 25- Kemley

25

Page 27: 1 Christopher Martin Trust Case No. 09CEPR00543 · 1 Christopher Martin Trust Case No. 09CEPR00543 Attorney Barron, ... Sp.Ntc. Pers.Serv. Conf. Screen ... $5,856.17 (statutory)

Dept. 303, 9:00 a.m. Wednesday, May 3, 2017

26 Eddie Aguilar, Jasmine Aguilar, Case No. 17CEPR00422

Finesses Sifuentes, and Helena Bonilla (GUARD/P) Petitioner Leavitt, Kathy (Pro Per – Maternal Grandmother – Petitioner)

Petition for Appointment of Temporary Guardian of the Person

See petition for details. NEEDS/PROBLEMS/COMMENTS:

1. Need proof of personal

service of Notice of Hearing

with a copy of the temp

petition at least five court

days prior to the hearing per

Probate Code §2250(e) or

consent and waiver of

notice or declaration of due

diligence on:

- Fabian Bonilla (Helena’s

father)

- Gus Sifuentes (Finesses’

father, if not excused)

Aff.Sub.Wit.

Verified

Inventory

PTC

Not.Cred.

Notice of

Hrg

Aff.Mail

Aff.Pub.

Sp.Ntc.

Pers.Serv. w

Conf.

Screen

Letters

Duties/Supp

Objections

Video

Receipt

CI Report

9202

Order

Aff. Posting Reviewed by: skc

Status Rpt Reviewed on: 4/28/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 26- Aguilar, Sifuentes &

Bonilla

26