1 vernon charley price (estate) case no. . 303, 9:00 a.m. friday, october 18, 2013 1 vernon charley...

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  • Dept. 303, 9:00 a.m. Friday, October 18, 2013

    1 Vernon Charley Price (Estate) Case No. 10CEPR00891 Atty Motsenbocker, Gary L. (for Nora Alice Borges Administrator) Probate Status Hearing Re: Filing Inventory & Appraisal and Final Distribution

    DOD: 6-29-10 NORA ALICE BORGES was appointed

    Administrator with Will Annexed with Full IAEA

    without bond pursuant to petition by

    Surviving Spouse SUZY BORGES PRICE. Letters

    issued to NORA ALICE BORGES on 1-10-11.

    On 6-13-13, the Court set this status hearing

    for failure to file Inventory and Appraisal and

    Petition for Final Distribution.

    Notice was sent to Attorney Richard

    Wheeler, Administrator Nora Alice Borges,

    and Surviving Spouse Suzi Borges Price on 6-

    13-13.

    NEEDS/PROBLEMS/COMMENTS:

    Continued from 7-12-13

    Minute Order 7-12-13: Attorney Motsenbocker

    is substituting into this matter. The inventory

    and appraisal will be completed within 30

    days.

    Note: The Substitution was filed 8-1-13;

    however, as of 10-16-13, nothing further has

    been filed.

    1. Need Inventory and Appraisal. Probate

    Code 8800.

    Note: I&A is overdue by over two years

    per Probate Code 8800(b).

    2. Need first account or petition for final

    distribution.

    Note: Closing the estate is over a year

    overdue per Probate Code 12200.

    Note: It was originally estimated the estate at

    a total of $17,680, which consisted of personal

    property, the nature of which is unknown,

    valued at $10,000.00 and real property

    valued at $151,000, but encumbered at

    $143,320, a net estimated value of $7,680.

    Note: The will devises the entire estate to

    Surviving Spouse Suzy Borges Price.

    Cont. from 071213

    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: 10-16-13

    UCCJEA Updates:

    Citation Recommendation:

    FTB Notice File 1 Price

    1

  • Dept. 303, 9:00 a.m. Friday, October 18, 2013

    2 Rafael Ortiz (CONS/PE) Case No. 0341384

    Atty Kruthers, Heather H (for Public Guardian/Conservator)

    Status Hearing Re: Accounting

    PUBLIC GUARDIAN was appointed

    conservator of the person and estate on

    2/14/1986.

    The Public Guardians 12th Account for the

    account period ending 6/30/2011 was

    approved on 8/24/2011.

    Minute Order dated 8/24/2011 set this status

    hearing for the filing of the 13th account.

    Status Report filed on 10/9/12 states it has

    been the Courts practice to set a status

    hearing for a subsequent account

    approximately 2 years from the date of the

    hearing. There does not appear to be any

    issues that came up with the 12th account

    were the Court would request a one-year

    follow-up. The Public Guardian usually

    automatically calendars two years from the

    end date of an account period to do the

    next one. Therefore, the schedules and

    supporting schedules for the 13th account

    were not prepared.

    Therefore, it is respectfully requested that the

    Court set another status hearing for the 13th

    account for one year for the state of this

    status hearing, or if the court did intend for

    the Public Guardian to file an annual

    account, a 60 day continuance is requested

    to prepare and file the account.

    NEEDS/PROBLEMS/COMMENTS:

    OFF CALENDAR. Order on 13th account was signed on 9/5/13.

    Cont. from 102412

    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: 10/16/13

    UCCJEA Updates:

    Citation Recommendation:

    FTB Notice File 2 - Ortiz

    2

  • Dept. 303, 9:00 a.m. Friday, October 18, 2013

    3 Lisa Susan Miller Special Needs Trust Case No. 0439065 Atty Matlak, Steven (for Ronald Miller Brother Trustee) Status Hearing Re: Filing of the First Account

    Age: 47 RONALD MILLER was appointed

    Successor Conservator of the Person on 4-

    13-10 and Conservator of the estate on 3-

    28-12.

    On 8-22-12, a Special Needs Trust was

    established to be funded with survivor

    and death benefits from Lisas mother as

    Case Number 12CEPR00861.

    The Court set this status hearing for the

    filing of the first account for the Special

    Needs Trust.

    NEEDS/PROBLEMS/COMMENTS:

    Note: It appears this status hearing was

    erroneously set in the court system under

    the conservatorship case number

    0439065 rather than the Special Needs

    Trust case number 12CEPR00861.

    However, the first account is due in the

    Special Needs Trust 12CEPR00861.

    1. Need first account or written status

    report per local rules filed in SNT

    12CEPR00861.

    Note: Any further status hearings for

    accounting will be set in the Special

    Needs Trust Case No. 12CEPR00861.

    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: 10-16-13

    UCCJEA Updates:

    Citation Recommendation:

    FTB Notice File 3 Miller

    3

  • Dept. 303, 9:00 a.m. Friday, October 18, 2013

    4 Michael James Lancaster (Estate) Case No. 09CEPR00499 Atty Donaldson, Larry A. (for Mary Sue Lancaster sister/Petitioner) Probate Status Hearing Re: Failure to File Inventory and Appraisal and Failure to

    File First Account or Petition for Final Distribution

    DOD: 01/06/09 MARY SUE LANCASTER, sister, was appointed

    Administrator with full IAEA and without bond

    on 09/15/09. Letters of Administration were

    issued on 09/15/09.

    Notice of Status Hearing filed 07/17/13 set this

    matter for status.

    NEEDS/PROBLEMS/COMMENTS:

    CONTINUED FROM 09/06/13

    Minute Order from 09/06/13 states: No

    appearances. The Court directs that a

    copy of the minute order and examiner

    notes be sent to Larry Donaldson. The

    Court sets the matter for an Order to

    Show Cause on 10/18/13 regarding Larry

    Donaldsons failure to appear. Larry

    Donaldson and Mary Sue Lancaster are

    ordered to be personally present on

    10/18/13.

    As of 10/16/13, nothing further has been

    filed by Petitioner or her attorney.

    1. Need Inventory & Appraisal.

    2. Need Account/Report on Waiver

    of Account and Petition for Final

    Distribution.

    Cont. from 090613

    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: JF

    Status Rpt Reviewed on: 10/16/13

    UCCJEA Updates:

    Citation Recommendation:

    FTB Notice File 4 Lancaster

    4

  • Dept. 303, 9:00 a.m. Friday, October 18, 2013

    4B Michael James Lancaster (Estate) Case No. 09CEPR00499 Atty Donaldson, Larry A. (for Mary Sue Lancaster sister/Petitioner) Order to Show Cause Re: Failure to Appear (As to Larry Donaldson)

    DOD: 01/06/09 MARY SUE LANCASTER, sister, was appointed

    Administrator with full IAEA and without bond

    on 09/15/09. Letters of Administration were

    issued on 09/15/09.

    Notice of Status Hearing filed 07/17/13 set

    the matter for a status hearing on 09/06/13

    regarding failure to file an Inventory &

    Appraisal and failure to file the

    Accounting/Petition for Distribution.

    Minute Order from 09/06/13 set this matter for

    an Order to Show Cause on 10/18/13 and

    ordered that Larry Donaldson and Mary Sue

    Lancaster be personally present on

    10/18/13.

    Order to Show Cause filed 09/11/13.

    Clerks Certificate of Mailing filed 09/20/13

    states that a copy of the Minute Order from

    the hearing on 09/06/13 along with a copy

    of the Order to Show Cause were mailed to

    Larry Donaldson and Mary Sue Lancaster on

    09/20/13.

    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 Review