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

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