attention - fresno county superior court probate cases on ... alyssa, agustin and jaylen ... joy...

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Dept. 303, 9:00 a.m. Monday, April 3, 2017 ATTENTION Probate cases on this calendar are currently under review by the probate examiners. Review of some probate cases may not be completed and therefore have not been posted. If your probate case has not been posted please check back again later. Thank you for your patience.

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Dept. 303, 9:00 a.m. Monday, April 3, 2017

ATTENTION

Probate cases on this calendar are currently under review by the

probate examiners. Review of some probate cases may not be

completed and therefore have not been posted.

If your probate case has not been posted please check back again later.

Thank you for your patience.

Dept. 303, 9:00 a.m. Monday, April 3, 2017

1 James R. Danielson (CONS/E) Case No. 11CEPR00554 Attorney Krbechek, Randolf (for Conservator Justine Serefine)

Third Account and Report of Conservator

JUSTINE SEREFINE, Mother and

Conservator without bond, is

Petitioner.

See petition for details.

NEEDS/PROBLEMS/COMMENTS:

1. Accounting figures are rounded.

The Court may require actual

figures going forward.

2. Need account statements

pursuant to Probate Code

§2620(c)(2).

3. Need Order.

Note: The Court will set a status

hearing for the filing of the Fourth

Account as follows:

Monday, March 4, 2019

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

Objections

Video

Receipt

CI Report

2620(c) x

Order x

Aff. Posting Reviewed by: skc

Status Rpt Reviewed on: 3/27/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 1- Danielson

1

Dept. 303, 9:00 a.m. Monday, April 3, 2017

2 Destiny Castellanos, Gage Castellanos & Priya Castellanos (GUARD/P)

Case No. 11CEPR01096 Guardian: Robert Justin Singh Roy (pro per)

Guardian: Lucia De La Rosa (pro per)

Guardian: Moises Castellanos (pro per)

Guardian: Manjit Singh Roy (pro per)

Petitioner: Jesse Castellanos, JR (pro per)

Petition for Visitation

JESSE CASTELLANOS, JR. father, is

petitioner.

NEEDS/PROBLEMS/COMMENTS:

1. Need proof of service of the

Notice of Hearing on:

a. Robert Justin Singh Roy (co-

guardian of Priya)

Cont. from

Aff.Sub.Wit.

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CI Report

9202 X

Order

Aff. Posting Reviewed by: KT

Status Rpt Reviewed on: 3/24/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 2- Castellanos

2

Dept. 303, 9:00 a.m. Monday, April 3, 2017

3 Alfredo Leon, Alyssa Ortiz, Agustin Leon, Jaylen Ortiz & Matthew Ortiz

(GUARD/P) Case No. 12CEPR00145 Petitioner: Roseanna Ortiz (pro per)

Guardian: Guadalupe Garcia Villagomez (pro per)

Guardian: Elsa Garcia (pro per)

Guardian: Grace Rios (pro per)

Petition for Visitation

ROSEANNA ORTIZ, mother, is petitioner.

NEEDS/PROBLEMS/COMMENTS:

This petition is for ALFREDO,

ALYSSA, AGUSTIN and JAYLEN

only.

1. Need Notice of Hearing.

2. Need proof of service of the

Notice of Hearing on:

a. Guadalupe Garcia

Villagomez (guardian)

b. Elsa Garcia (guardian)

c. Alyssa Ortiz (minor)

Cont. from

Aff.Sub.Wit.

✔ Verified

Inventory

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Notice of

Hrg

X

Aff.Mail X

Aff.Pub.

Sp.Ntc.

Pers.Serv.

Letters

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Video

Receipt

CI Report

9202

Order X

Aff. Posting Reviewed by: kt

Status Rpt Reviewed on: 3/24/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 3- Ortiz/ Leon

3

Dept. 303, 9:00 a.m. Monday, April 3, 2017

4 Dollie Boothe Tolman (CONS/PE) Case No. 12CEPR00843 Attorney Amador, Catherine A. (for Conservator Christina Tolman)

Status RE: Filing of the Third Account

CHRISTINA TOLMAN, Daughter, is

Conservator.

Conservator’s Second Account was

settled 9/14/15 and the Court set this

status hearing for the filing of the Third

Account.

NEEDS/PROBLEMS/COMMENTS:

1. Need Third Account pursuant to

Probate Code §2620 or written

status report pursuant to Local

Rule 7.5.

Aff.Sub.Wit.

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CI Report

9202

Order

Aff. Posting Reviewed by: skc

Status Rpt Reviewed on: 3/22/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 4- Tolman

4

Dept. 303, 9:00 a.m. Monday, April 3, 2017

5 Joseph Joel Ramirez (GUARD/P) Case No. 13CEPR00022 Guardian: Noemi Hernandez (pro per)

Petition for Termination of Guardianship

NOEMI HERNANDEZ, guardian, is

petitioner.

NEEDS/PROBLEMS/COMMENTS:

1. Need Notice of Hearing

2. Need proof of service of the

Notice of Hearing on:

a. Matthew Ramirez (father)

b. Angelica Barbosa Hernandez

(mother)

c. Jose Hernandez (maternal

grandfather)

d. Paternal grandparents.

Cont. from

Aff.Sub.Wit.

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Aff.Mail X

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Letters

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Receipt

CI Report

9202

✔ Order

Aff. Posting Reviewed by: KT

Status Rpt Reviewed on: 3/24/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 5- Ramirez

5

Dept. 303, 9:00 a.m. Monday, April 3, 2017

6 Jesenia Batista, Kristine Batista, and Alyssa Anguiano (GUARD/P)

Case No. 14CEPR00514 Attorney Lovegren-Tipton, Amy R. (for Angie Anguiano – Mother – Petitioner)

Guardian Arguello Ruiz, Jorge A. (Pro Per Guardian)

Guardian Suarez de Arguello, Rosemilia (Pro Per Guardian)

Petition for Visitation

ANGIE ANGUIANO, Mother, is Petitioner. JORGE A. ARGUELLO RUIZ, and ROSEMILIA SUAREZ DE ARGUELLO, paternal grandparents of Alyssa, were appointed Guardians of all three minors on 8/11/14. See petition for details.

NEEDS/PROBLEMS/COMMENTS:

Note: Petitioner filed this Petition for Visitation in pro per on 12/6/16; however, per Substitution filed 1/20/17, she is now represented by Attorney Amy R. Lovegren-Tipton.

Note: The Guardians were previously represented by Attorney Cindy Hopper; however, per Substitution filed 2/7/17, they are now in pro per.

1. Need Notice of Hearing.

2. Need proof of service of Notice of Hearing with a copy of the petition at least 15 days prior to the hearing on: - Jorge A. Arguello Ruiz (Pat. Grandfather and Guardian) - Rosemilia Suarez de Arguello (Pat. Grandmother and Guardian)

3. The Court may also require notice to other interested parties, including Alex Arguello and Felix Bautista.

Cont. from 012617

Aff.Sub.Wit.

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Aff.Mail

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Letters

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Objections

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CI Report

9202

Order x

Aff. Posting Reviewed by: skc

Status Rpt Reviewed on: 3/24/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 6- Batista & Anguiano

6

Dept. 303, 9:00 a.m. Monday, April 3, 2017

7 Joshua Thomas Areyano (GUARD/E) Case No. 15CEPR00427

Attorney Gary G. Bagdasarian (for Petitioner Laura Castillo, Guardian)

Second and Final Account and Report of Guardian

LAURA CASTILLO, mother and Guardian, is

Petitioner.

~Please see Petition for details~

NEEDS/PROBLEMS/COMMENTS:

Cont. from

Aff.Sub.Wit.

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✔ Order

Aff. Posting Reviewed by: LEG

Status Rpt Reviewed on: 3/24/17

UCCJEA Updates:

Citation Recommendation: SUBMITTED

FTB Notice File 7- Areyano

7

Dept. 303, 9:00 a.m. Monday, April 3, 2017

8 Jackie M Tanimoto (Estate) Case No. 15CEPR00788 Attorney Tomassian, Gerald M (for Executor Deana Nunn)

Status RE: Filing of the First or Final Account

DOD: 5/31/15 DEANA NUNN, Daughter, was appointed

Executor with Full IAEA without bond on

9/28/15; Letters issued 9/29/15.

At the hearing on 9/28/15, the Court set

this status hearing for the filing of the first

or final account.

Status Report filed 3/28/17

NEEDS/PROBLEMS/COMMENTS:

Minute Order 1/30/17: Counsel

requests 60 days.

1. Need first or final account

pursuant to Probate Code

§12200.

Cont. from 121216,

013017

Aff.Sub.Wit.

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9202

Order

Aff. Posting Reviewed by: skc

Status Rpt Reviewed on: 3/22/17

UCCJEA Updates: 3/29/17

Citation Recommendation:

FTB Notice File 8- Tanimoto

8

Dept. 303, 9:00 a.m. Monday, April 3, 2017

9A Joy Lea King (CONS/PE) Case No. 16CEPR00471

Attorney Catherine A. Amador (for Crystal Smith, mother and Conservator of the Person)

Attorney Catherine A. Amador (also for Ima Jean Hammet, maternal grandmother and

Conservator of the Estate)

Probate Status Hearing Re: Filing of the Inventory and Appraisal

IMA JOY HAMMET was appointed

Conservator of the Estate with all funds

to be placed into a blocked account

on 10/13/2016. Letters issued on

11/3/2016.

CHRYSTAL SMITH was appointed

Conservator of the Person on 7/19/2016.

Minute Order dated 10/5/16 set a status

hearing on 2/6/2017 for the filing of the

inventory and appraisal.

Verified Status Report Re: Personal Injury

Case filed by Attorney Catherine

Amador on 2/3/2017 for the previous

Status Hearing.

NEEDS/PROBLEMS/COMMENTS:

Page 9B is the Status Hearing Re Civil

Case [16CECG02505.]

Continued from 2/6/2017. Minute

Order states counsel represents that

there remains nothing to inventory at

this time; the assets are coming from

pending civil litigation. The Court

orders that the 2/27/2017 status

hearing [regarding the civil case] be

reset to 4/3/2017 as well.

1. Need Final Inventory and

Appraisal or current written status

report pursuant to Local Rule 7.5

which states in all matters set for

status hearing verified status

reports must be filed no later than

10 days before the hearing.

Cont. from 020617

Aff.Sub.Wit.

Verified

Inventory X

PTC

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Notice of

Hrg

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Aff.Pub.

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CI Report

9202

Order

Aff. Posting Reviewed by: LEG

Status Rpt Reviewed on: 3/27/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 9A- King

9A

Dept. 303, 9:00 a.m. Monday, April 3, 2017

9B Joy Lea King (CONS/PE) Case No. 16CEPR00471

Attorney Catherine A. Amador (for Crystal Smith, mother and Conservator of the Person)

Attorney Catherine A. Amador (also for Ima Jean Hammet, maternal grandmother and

Conservator of the Estate)

Probate Status Hearing Re: Status of the Civil Case

CRYSTAL SMITH, mother, was

appointed as Conservator of the

Person on 7/14/2016.

IMA JOY HAMETT, maternal

grandmother, was appointed as

Conservator of the Estate without

bond on 10/5/2016. Letters issued on

11/3/2016.

Minute Order dated 10/5/2016 from

the hearing on the petition states the

request to withdraw funds is denied,

subject to re-petitioning the Court.

The Court orders that no funds are to

be distributed without first petitioning

the Probate Court. Matter is set on

11/7/2016 for status regarding the

Civil Case.

Verified Status Report Re: Personal

Injury Case filed by Attorney

Catherine Amador on 11/2/2016 for

the previous Status Hearing.

NEEDS/PROBLEMS/COMMENTS:

Continued from 12/12/2016. Minute

Order states counsel requests an

additional 60 days.

Notes:

Court records show that in the

Conservatee’s personal injury Case

16CECG02505, Joy King vs. Marcial

Avila, a Minor’s Compromise action

filed 2/24/2017 is set for Law and

Motion on 4/6/2017, and for a

continued Case Management

Conference set for 4/10/2017 in

Dept. 402.

Verified Status Report filed 11/2/2016

by Attorney Amador states a petition

requesting creation of a special

needs trust will be filed following the

issuance of Letters to the

Conservator of the Estate;

Settlement proceeds of ~$18,750.00

are to be paid for the personal injury

claim of the Conservatee’s minor

daughter, MARIAH KING.

Cont. from 110716,

121216

Aff.Sub.Wit.

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Aff. Posting Reviewed by: LEG

Status Rpt X Reviewed on: 3/27/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 9B- King

9B

Dept. 303, 9:00 a.m. Monday, April 3, 2017

10 Pamela Pretzer (Estate) Case No. 16CEPR00732

Attorney Thomas A. Markeson (for Petitioner John Busick, Administrator)

Petition for Approval of First and Final Report on Waiver of Account; for

Allowance of Costs Advanced; for Payment of Attorney Fees; for Payment

of Administrator Fees; and for Final Distribution

DOD: 5/18/2016 JOHN BUSICK, brother and Administrator, is

Petitioner.

~Please see Petition for details~

NEEDS/PROBLEMS/COMMENTS:

Cont. from

Aff.Sub.Wit.

✔ Verified

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✔ 9202

✔ Order

Aff. Posting Reviewed by: LEG

Status Rpt Reviewed on: 3/27/17

UCCJEA Updates:

Citation Recommendation:

✔ FTB Notice File 10- Pretzer

10

Dept. 303, 9:00 a.m. Monday, April 3, 2017

11A Flokatherine Jones (CONS/PE) Case No. 16CEPR00822 Attorney Kruthers, Heather (for Public Guardian)

Fee Waiver Hearing

PUBLIC GUARDIAN, is petitioner.

NEEDS/PROBLEMS/COMMENTS:

11B is the Status Hearing regarding

the filing of the Inventory and

Appraisal.

Minute Order of 02/23/2017: Trailed

to meet up with the petition to

terminate.

1. Need Order After Hearing on Fee

Waiver.

Cont. from 020917,

022317

Aff.Sub.Wit.

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Order

Aff. Posting x Reviewed by: LV

Status Rpt Reviewed on: 03/28/2017

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 11A- Jones

11A

Dept. 303, 9:00 a.m. Monday, April 3, 2017

11B Flokatherine Jones (CONS/PE) Case No. 16CEPR00822 Attorney Kruthers, Heather (for Public Guardian)

Probate Status Hearing RE: Filing of Inventory and Appraisal

PUBLIC GUARDIAN, was appointed

Conservator of the Estate on

11/03/2016.

Letters issued 11/22/2016.

Notice of Status Hearing regarding the

filing of the Inventory and Appraisal

filed 01/13/2017 set this status hearing.

Clerk’s certificate of mailing indicates

Attorney Kruthers was mailed notice of

the hearing on 01/13/2017.

NEEDS/PROBLEMS/COMMENTS:

Minute Order of 02/23/2017: Counsel

asserts that there should not be an

estate; matter is trailed to meet-up

with the Petition to Terminate.

1. Need Inventory and Appraisal or

current written status report

pursuant to Local Rule 7.5 which

states in all matters set for status

hearing verified status reports

must be filed no later than 10

days before the hearing. Status

Reports must comply with the

applicable code requirements.

Notice of the status hearing,

together with a copy of the Status

Report shall be served on all

necessary parties.

Cont. from 020917,

022317

Aff.Sub.Wit.

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Order

Aff. Posting Reviewed by: LV

Status Rpt Reviewed on: 03/28/2017

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 11B- Jones

11B

Dept. 303, 9:00 a.m. Monday, April 3, 2017

11C Flokatherine Jones (CONS/PE) Case No. 16CEPR00822 Attorney Kruthers, Heather H. (for Public Guardian – Conservator – Petitioner)

Petition for Termination of Conservatorship of the Estate

PUBLIC GUARDIAN, Conservator, is petitioner.

Petitioner states: since the Public Guardian’s

appointment, an investigation into the conservatee’s

assets was conducted to determine an appropriate

budget for her. However, as a result of the

investigation, the PG determined that a

conservatorship is not the least restrictive means to

manage the conservatee’s assets. Deputy PG Stacy

Mauro provides the following information in support of

her assertion:

On 12/07/2016, Ms. Mauro traveled to

Flokatherine Jones’ home and met with her

and her daughter Tammy Swanegan, and

granddaughter, Radiance Swanegan. Ms.

Jones resides in her home with Tammy,

Radiance and Radiance’s three month old

son. Tammy and Radiance have lived with

Ms. Jones for over 13 years, and the three

combine their resources to maintain the

household. Much of the debt is jointly held in

the names of Ms. Jones and Tammy. There

are a minimum of 20 bills that are paid each

month by Ms. Jones, and all are paid online

by Radiance. Due to the combined debt, it

makes separating Ms. Jones’ monthly

expenses very complicated.

The PG spent a considerable amount of time

sorting through all of the bills and developing

several budgets, there did not appear to be

any evidence of financial abuse. The bills are

being paid on time, and prior to the

involvement of Tammy and Radiance in

managing Ms. Jones’ bills, the mortgage

company was in the process of foreclosing on

Ms. Jones’ home. Tammy and Radiance

assisted in working out a repayment plan,

which stopped the foreclosure process. Due

to the recent home flood there are personal

loans that were taken out to repair the

damage that was not covered by the

homeowners insurance.

Please see additional page

NEEDS/PROBLEMS/COMMENTS:

Cont. from

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✔ Order

Aff. Posting Reviewed by: LV

Status Rpt Reviewed on: 03/28/2017

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 11C- Jones

11C

Dept. 303, 9:00 a.m. Monday, April 3, 2017

11C Flokatherine Jones (CONS/PE) Case No. 16CEPR00822

Tammy informed Ms. Mauro that the heater in the home is not working and they have to wait

two days for someone to be available to come out to fix it. They are trying to get enough

money together to pay for the repair. Also, another pipe just burst so they are trying to figure

out how to pay for that as well. Ms. Jones has very little money left over each month after all

bills and living expenses are paid, so these unexpected costs are a burden to the estate.

It appears from a review of bank records that Ms. Jones’ is paying approximately $1,000 more

than her share of the monthly combined expenses. However, Tammy and Radiance provide

24 hour care to her. If they were not there and caring for her, Ms. Jones would need to be

placed in a care facility. Ms. Jones appears to be well cared for and is happy in her home

with her daughter and granddaughter. Neither Tammy nor Radiance sought payment for their

services. If they did and were to be paid a minimal rate of $10 per hour, the monthly cost of

care would be over $7,000. Tammy and Radiance are not able to pay one-third each of all

expenses. If they were required to, they would have to move out and Ms. Jones would have

to be placed in a facility. If they insisted on payment for their services, which is reasonable,

Ms. Jones could not afford that and would have to move out.

The PG did not marshal assets upon her appointment for two reasons: 1. There was no

evidence of wrongdoing; and 2. The transition period of marshaling estate funds and

transferring the bills to the PG would likely have a negative impact on Ms. Jones’ credit score

due to bills being late, as most are paperless billing, paid online, and are due at various times

throughout the month.

Due to the complexity of dividing the bills, the cost to pay someone to provide in home care,

and Ms. Jones’ monthly expenses, the PG does not believe a conservatorship of the estate

would benefit her. As noted, Ms. Jones has very little money left over each month, even

without paying for care provider services. The expenses of conservatorship would be an even

bigger burden on her estate.

For all of the reasons stated herein, the Public Guardian asserts that the conservatorship of the estate

is not necessary and requests that it be dismissed and she be discharged as conservator.

Wherefore, petitioner prays for:

1. The Court find that notice of the hearing of this petition has been given as required by law;

2. The Court find that a conservatorship of the estate of Flokatherine Jones is no longer necessary

and dismiss the conservatorship of the estate;

3. The Court discharge the Fresno County PG as conservator; and

4. Other relief be granted that the Court considers proper.

Dept. 303, 9:00 a.m. Monday, April 3, 2017

12 Essie Lavella Baker (Estate) Case No. 16CEPR01014 Attorney: Robert W. Gin (for Petitioner David Washington)

Petition under Probate Code 850

DOD: 7/1/16 DAVID WASHINGTON, Administrator, is

petitioner.

Petitioner states the Decedent was married to

David Baker. David Baker predeceased the

Decedent. A probate of the estate of David

Baker was filed in Fresno Superior Court case

no. 13CEPR00999.

At the conclusion of the probate proceeding

real property located at 195 Hoover Street in

Coalinga was distributed to the Decedent.

One of the heirs of Decedent, Jacqueline

Washington contends that David Baker gave

her the Hoover Street property.

Petitioner has found no grant deed that

conveys the Hoover Street Property to

Jacqueline. The last document of which

Petitioner is aware affecting title to the

Hoover Street Property is the Order.

On or about 1/6/17 Jacqueline forcibly

entered the Hoofer Street Property and as of

this date remains in possession. Jacqueline

continues to claim that she owns the Hoover

Street Property.

Petitioner prays for an Order:

1. Determining that the Decedent owned

the Hoover Street Property at the time of

death and that the Hoover Street Property

is an asset of the estate.

2. For an order directing Jacqueline

Washington to vacate the Hoover Street

Property and deliver possession of the

Hoover Street Property to Petitioner.

NEEDS/PROBLEMS/COMMENTS:

Cont. from

Aff.Sub.Wit.

✔ Verified

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Receipt

CI Report

9202

✔ Order

Aff. Posting Reviewed by: KT

Status Rpt Reviewed on: 3/24/17

UCCJEA Updates: 3/27/17

Citation Recommendation:

FTB Notice File 12- Baker

12

Dept. 303, 9:00 a.m. Monday, April 3, 2017

13A Felix Castro (Estate) Case No. 16CEPR01166 Attorney Amador, Catherine A (for Teresa J. Goff – Petitioner)

Amended Petition for Probate of Will and for Letters of Administration with Will Annexed

DOD: 08/06/2016 TERESA J. GOFF, daughter of pre-deceased

wife, is petitioner and requests MARION

AUSTIN be appointed as Administrator with

Will-Annexed, with bond set at $215,000.00.

Full IAEA – ?

Will dated: 06/14/2016

Residence: Fresno

Publication: Need

Estimated value of the Estate

Personal Property - $55,000.00

Real property - $200,000.00

Less encumbrances - $40,000.00

Total - $215,000.00

Probate Referee: Steven Diebert

Petitioner states: the Will does not specifically

name an executor but requests Petitioner

assist with the probate of estate. Petitioner

cannot qualify for the required bond, and

therefore proposes that a professional

fiduciary be appointed in her stead.

Petitioner and Objector are in agreement

that a professional fiduciary should be

appointed now, to protect estate assets

pending resolution of the will.

Declaration of Catherine Amador Re:

Amended Petition for Probate filed

02/22/2017 states she wrote to Stephen

Castro, Decedent’s brother, on 01/20/2017

addressing that there was no one currently

able to act in the role of Administrator for the

Decedent’s estate and that certain estate

assets require someone be appointed. Ms.

Amador proposed the appointment of the

Public Guardian or professional fiduciary as

Administrator of the estate, who could act

on behalf of the estate and address any

pressing issues pending resolution of the Will

presented for Probate.

Please see additional page

NEEDS/PROBLEMS/COMMENTS:

13B is the Petition for Will Contest and

Objection to Petition for Probate of Will

filed by Stephen Castro.

Minute Order of 03/06/2017: Matter is

continued to allow Counsel to cure the

defects.

The following issues remain:

1. Marion Austin is not listed on #8 of the

petition as required.

2. Need consent to act as Administrator

with Will Annexed from Marion Austin.

3. Pursuant to California Rule of Court

7.53(a) an amended pleading or an

amendment to the pleading requires

the same notice of hearing, including

publication, as the pleading amends.

Need Affidavit of Publication.

4. Notice of Hearing to Administer

Estate filed 03/20/2017 lists the

hearing date as 04/26/2017 however

the hearing is set for 04/03/2017.

5. Proof of service of the Notice of

Petition to Administer Estate filed

03/20/2017 does not provide the

correct hearing date. Therefore

pursuant to Probate Code §8110

need notice to the following:

Marion Austin

Juana “Jenny” Contreras

Jason Marik

Teresa J. Goff

Michelle Maxime Olivia

Gerome

Cont. from 030617

Aff.Sub.Wit.

✔ Verified

Inventory

PTC

Not.Cred.

✔ Notice of

Hrg

✔ Aff.Mail

Aff.Pub. x

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: 03/28/2017

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 13A - Castro

13A

Dept. 303, 9:00 a.m. Monday, April 3, 2017

13A Felix Castro (Estate) Case No. 16CEPR01166

Ms. Amador states she spoke to Mr. Castro at the hearing on 02/01/2017, however by that time Mr. Castro had

already filed his objections to the original petition and that Ms. Amador’s client would not qualify for bond. It

was agreed to request the appointment of a professional fiduciary promptly, as Mr. Castro is equally likely to

have problems obtaining a bond in the event he prevails in the Will contest. That way, all possible heirs will have

their interests’ protected pending resolution of the contest. Ms. Amador states she advised the Court of their

conversation and of her intention to file an Amended Petition. Ms. Amador states she pointed out there is a

substantial life insurance policy which is an estate asset and which can assist in preserving the other estate

assets if it can be marshalled. Ms. Amador states Mr. Castro was present and assured the Court of his

agreement in the plan to request the appointment of a professional fiduciary. Ms. Amador received a letter

from Mr. Castro on 02/14/2017, confirming his agreement with her proposed amended Petition.

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

• Tuesday, 09/05/2017 at 9:00a.m. in Dept. 303 for the filing of the inventory and appraisal and

•Tuesday, 06/05/2018 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.

Dept. 303, 9:00 a.m. Monday, April 3, 2017

13B Felix Castro (Estate) Case No. 16CEPR01166 Attorney Amador, Catherine A (for Teresa J. Goff)

Petitioner Castro, Stephen (Pro Per – Brother)

Petition of Will Contest and Objection to Petition for Probate of Will; Declaration of Stephen Castro in Support

DOD: 08/06/2016 STEPHEN CASTRO, brother, is petitioner.

Petitioner states: on or about 11/09/2016,

Respondent filed with this Court a Petition to

Probate the alleged last will and testament of

the Decedent. The purported will leaves the

bulk of the decedent’s estate to his step-

granddaughter who is a minor to be

supervised by his stepdaughter, all of whom

has been case out of Decedent’s life based

on their behavior and estranged from

Decedent for ten years or more.

At the time of the alleged execution of the will

on or about June 14, 2016, Decedent had

been admitted to Clovis Community Hospital

since June 6, 2016, had several invasive

operations, including one for fluid (pus)

between the skull and the brain, putting

pressure on the brain. On June 14th, Decedent

was in ICU, on multiple medications and life

support, hardly conducive to clear thinking. At

the time of the alleged execution of the will

Decedent did not have the required mental

capacity and was under undue influence

exercised by Respondent over the Decedent

and is not, and never was, the will of

Decedent.

It is Objector’s contention that in addition, the

signature on the execution of the will while it

was his name, had not been signed by him

and was forged. Objector is an interested

person entitled to contest the admission of the

purported will in that Objector is a surviving heir

of the Decedent (brother of Decedent). Based

on paragraph’s three (3) and four (4) above,

Probate of the purported will should be

denied.

In addition to the estrangement as well as

multiple discrepancies in the Petition, Mr.

Castro objects to the appointment of Teresa J.

Goff as administrator or executor of the

Decedent’s estate.

Please see additional page

NEEDS/PROBLEMS/COMMENTS:

Minute Order of 03/06/2017: Examiner

notes provided in open court.

The following issues remain:

1. Need summons to be issued and

served, with a copy of the

objection. The Summons shall

contain a direction that the

persons summoned file with the

court a written pleading in

response to the contest within 30

days of the summons.

2. Need proof of service of Summons.

3. Need proof of service of Summons

pursuant to Probate Code §8110

on:

Catherine Amador

Juana “Jenny” Contreras

Jason Marik

Teresa J. Goff

Michelle Maxime Olivia

Gerome

4. Need Order. Local Rule 7.1 states a

proposed Order shall be submitted

with all pleadings that request

relief. If the proposed order is not

received in the Probate Filing

Clerk’s Office ten (10) days before

the scheduled hearing, a

continuance may be required.

Cont. from 030617

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: LV

Status Rpt Reviewed on: 03/28/2017

UCCJEA Updates:

Summons x Recommendation:

FTB Notice File 13B- Castro

13B

Dept. 303, 9:00 a.m. Monday, April 3, 2017

13B(additional page) Felix Castro (Estate) Case No. 16CEPR01166

Mr. Castro states at the last hearing he voiced his objection orally. After, the hearing he spoke with

Attorney Amador about the misspelling of his name and that he had not middle name. He also

informed Ms. Amador that his sister’s name was not Juana but Jenny and he informed Ms. Amador of

his correct address. Mr. Castro also states that his nephews address was also incorrect.

Mr. Castro asserts there is a gross understatement of the value of the Decedent’s estate in that the

real estate is valued about $273,000 instead of $200,000. Mr. Castro has attached as Exhibit A, the

Zillow.com and Realtor.com estimates of value. With $273,000 market value and allegedly $55,000 in

personal property and cash in the bank the bond should be in the $330,000 to $350,000 range.

Mr. Castro states that it is his contention that these discrepancies were intentional and designed to

keep Decedent’s interested heirs from discovering the looting of his estate for their own purposes and

greed.

Wherefore, Objector prays as follows:

1. That the purported will of Decedent be denied probate;

2. That Respondent’s request for Letters to administer or be executor be denied;

3. For costs of suit; and that Respondent’s attorney fees not be paid out of the estate.

4. For such other relief as the Court deems proper.

Dept. 303, 9:00 a.m. Monday, April 3, 2017

14 Steven Vargas-Amador and Alexandria Amador (GUARD/P)

Case No. 17CEPR00007 Petitioner Urias, Albertos (Pro Per – Step-Father – Petitioner)

Petition for Appointment of Guardian of the Person

See petition for details. NEEDS/PROBLEMS/COMMENTS:

Note: This petition is for Steven

only.

Minute Order 3/6/17: Alberto

Urias is ordered to be personally

present in court on 4/3/17.

1. 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 or consent and waiver

of notice or declaration of

due diligence on:

- Steven Vargas-Amador

(Minor)

- Javier Vargas (Father)

2. 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

Cont. from 030617

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: 3/22/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 14- Vargas-Amador &

Amador

14

Dept. 303, 9:00 a.m. Monday, April 3, 2017

16 Kaedin Balash, Elijah Delgado (GUARD/P) Case No. 17CEPR00107 Petitioner: Kiana Rojas (Pro per – Sister)

Petition for Appointment of Guardian of the Person

TEMPORARY EXPIRES 4/3/2017

KIANA ROJAS, sister, is petitioner

Court Investigator report filed

3/24/2017.

Please see petition for details.

NEEDS/PROBLEMS/COMMENTS:

Petitioner:

1. Need proof of personal service of

Notice of Hearing (of the 4/3/2017

hearing) with copy of petition at least

15 days prior to the hearing or consent

and waiver of notice for:

a. Kaedin Balash (proposed ward)

2. Need proof of service of Notice of

Hearing with copy of petition at least

15 days prior to the hearing or consents

and waivers of notice or declarations

of due diligence for:

a. Kaedin’s paternal grandparents

b. Elijah’s paternal grandparents

c. Ray Delgado (maternal

grandfather)

d. Teresa Delgado (maternal

grandmother)

3. Need UCCJEA form.

4. Declaration filed 2/6/2017 by petitioner

was not accompanied by a proof of

service.

Court Investigator Charlotte Bien

to provide:

Investigation report

Clearances

Cont. from

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 x

9202

✔ Order

Aff. Posting Reviewed by: SEF

Status Rpt Reviewed on: 3/24/2017

UCCJEA x Updates: 3/27/2017

Citation Recommendation:

FTB Notice File 16- Balash & Delgado

16

Dept. 303, 9:00 a.m. Monday, April 3, 2017

17 Sayla Torres, Selena Torres, Jesus Torres, III (GUARD/P) Case No. 17CEPR00110

Petitioner: Norma Lee Falcon (Pro per – Step-grandmother)

Petitioner: Rolando Falcon, SR (Pro per – Maternal grandfather)

Attorney: Mark J. Castro (for Jesus Torres Jr – Father/Objector)

Objector: Serena Down Falcon (Pro per – Mother/Objector)

Petition for Appointment of Guardian of the Person

TEMPORARY EXPIRES 4/3/2017

as to Selena and Jesus only

ROLANDO FALCON and NORMA LEE

FALCON, maternal grandfather and

step-grandmother, are petitioners

Objection filed 2/14/2017 by Jesus

Torres (father).

Declaration filed 2/24/2017 by

Petitioners [in response to father’s

objection].

Objection filed 2/24/2017 by Serena

Falcon (mother).

Court Investigator report filed

3/27/2017.

Please see case file for details.

NEEDS/PROBLEMS/COMMENTS:

Petitioners (Rolando and Norma Falcon):

1. Declarations filed 2/15/2017 and

2/24/2017 by petitioners were not

accompanied by proofs of service.

Objector (Serena Falcon):

1. Need proof of service of objections on:

a. Rolando Falcon (petitioner)

b. Norma Lee Falcon (petitioner)

c. Jesus Torres Jr. (father)

d. Jesus Torres (paternal

grandfather)

e. Hilda Torres (paternal

grandmother)

f. Lila Esquer (maternal

grandmother)

Cont. from 021417

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

9202

✔ Order

Aff. Posting Reviewed by: SEF

Status Rpt Reviewed on: 3/27/2017

✔ UCCJEA Updates:

Citation Recommendation:

FTB Notice File 17- Torres

17

Dept. 303, 9:00 a.m. Monday, April 3, 2017

18 Brody Thompson (GUARD/P) Case No. 17CEPR00112 Petitioner: Tabitha Diane Blevins (pro per)

Petition for Appointment of Guardian of the Person

TEMPORARY EXPIRES ON 4/3/17

TABITHA DIANE BLEVINS, maternal

aunt, is petitioner.

NEEDS/PROBLEMS/COMMENTS:

1. Need proof of personal service of

the Notice of Hearing along with

a copy of the Petition or Consent

and Waiver of Notice or

Declaration of Due Diligence on:

a. Danielle Robin Blevins

(mother)

Cont. from

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 X

9202

✔ Order

Aff. Posting Reviewed by: KT

Status Rpt Reviewed on: 3/27/17

✔ UCCJEA Updates:

Citation Recommendation:

FTB Notice File 18- Thompson

18

Dept. 303, 9:00 a.m. Monday, April 3, 2017

19 Nathaniel Padilla and Melody Knowles (GUARD/P) Case No. 17CEPR00174

Attorney Jon P. Adams (for Katherine Padilla, paternal grandmother of Nathaniel;

non-relative to Melody)

Petition for Appointment of Temporary Guardian of the Person

General Hearing set for 5/22/2017

KATHERINE PADILLA, paternal grandmother of

Nathaniel and non-relative to Melody, is

Petitioner.

~Please see Petition for details~

NEEDS/PROBLEMS/COMMENTS:

1. Need Notice of Hearing.

2. Need proof of five (5)

court days’ notice by

personal service of the

Notice of Hearing with a

copy of the Petition for

Appointment of

Temporary Guardian, or

Consent to

Appointment of

Guardian and Waiver of

Notice, or a Declaration

of Due Diligence for:

Lee Ann Knowles,

mother.

3. Need Petitioner’s

address to be included

in proposed order and

proposed letters (Court

will not issue order and

letters with

“confidential” listed as

Petitioner’s address.)

Cont. from

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: LEG

Status Rpt Reviewed on: 3/27/17

✔ UCCJEA Updates:

Citation Recommendation:

FTB Notice File 19- Padilla/ Knowles

19

Dept. 303, 9:00 a.m. Monday, April 3, 2017

20 Berniece Barnes (Det. Succ) Case No. 17CEPR00180 Attorney: Donald H. Hazel

Petition to Determine Succession to Real Property

DOD: 2/23/2016 Petitioners are:

BRENDA R. BOWMAN (daughter)

ELLEN C. VASQUEZ (daughter)

ERIN DAVIS (granddaughter)

RAE LYNN SIMPSON (daughter)

CHRISTINA GARZA (granddaughter)

JESSICA BARNES (granddaughter)

40 days since DOD

No other proceedings

I&A – $115,000.00

Will dated 4/26/1999

Petitioner requests Court determination

that pursuant to decedent’s will,

decedent’s 100% interest in real property

located at 932 P Street, Sanger CA (APN

317-171-07) pass to:

BRENDA R. BOWMAN (residue – ??%)

ELLEN C. VASQUEZ (18%)

ERIN DAVIS (8%)

RAE LYNN SIMPSON (18%)

CHRISTINA GARZA (8%)

JESSICA BARNES (8%)

NEEDS/PROBLEMS/COMMENTS:

1. Need Notice of Hearing.

2. Need proof of service of

Notice of Hearing at least

15 days prior to the hearing,

pursuant to Probate Codes

13153, 13152(a)(7) and 1220,

on the following:

a. Gwyn Reese

(granddaughter)

b. Kimberly Ruffin

(granddaughter)

c. Lori Wrinkle

(granddaughter)

d. Lisa Wrinkle

(granddaughter)

3. Item 11 of petition does not

state decedent’s interest in

the real property subject to

this proceeding.

4. Need order.

Cont. from

Aff.Sub.Wit. s/p

✔ 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: SEF

Status Rpt Reviewed on: 3/27/2017

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 20- Barnes

20

Dept. 303, 9:00 a.m. Monday, April 3, 2017

21 Charla Kelley (Spousal) Case No. 17CEPR00186 Petitioner: Phillip Martin Donaldson (pro per)

Spousal or Domestic Partner Property Petition

DOD: 9/25/15 PHILLIP DONALDSON, surviving spouse, is

petitioner.

No other proceedings.

Decedent died intestate.

Petitioner states ???

NEEDS/PROBLEMS/COMMENTS:

Need amended petition, based on

but not limited to:

1. #6 of the petition was not

complete re: whether or not the

decedent was survived by a

parent, brother, sister, or issue of a

deceased brother or sister.

2. Need attachment 7a listing the

legal description (and APN if real

property) of the property the

petitioner requests to pass to him.

3. Need order.

Note: Petition was filed using a fee

waiver. Filing fees are considered to

be a cost of administration and must

be paid prior to any distribution of

property.

Cont. from

Aff.Sub.Wit.

✔ Verified

Inventory

PTC

Not.Cred.

Notice of

Hrg

X

Aff.Mail

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: 3/27/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 21- Kelley

21

Dept. 303, 9:00 a.m. Monday, April 3, 2017

22 Kenso Araki (Spousal) Case No. 17CEPR00190 Attorney Willoughby, Hugh W. (for Petitioner Grace Y. Araki)

Spousal Property Petition

DOD: 5/13/08 GRACE Y. ARAKI, Surviving Spouse, is

Petitioner.

No other proceedings

Decedent died intestate

Petitioner states the real property

described at Attachment 7a is titled in

the name of Petitioner and Decedent

“as community property” by deed

recorded 9/14/98. At the time said

deed was executed, the parties were

husband and wife.

Petitioner requests that the real

property be determined as having

passed to her pursuant to intestate

succession.

Petitioner states the decedent was not

survived by children or issue of

predeceased child, but was survived

by siblings and issue of deceased

siblings, listed at Attachment 9.

NEEDS/PROBLEMS/COMMENTS:

1. The Court may require additional

information about the marriage to

make a determination that it is

community property passing to

Petitioner.

Note: Petitioner states the deed

reflects that it was community

property, but does not provide a

copy of the deed.

Note also: Petitioner states that:

“At the time said deed was

executed the parties were

husband and wife.” Were

Petitioner and the decedent

continuously married until his

death? Need clarification or

further relevant information.

Aff.Sub.Wit.

Verified

Inventory

PTC

Not.Cred.

Notice of

Hrg

Aff.Mail w/o

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: 3/27/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 22- Araki

22

Dept. 303, 9:00 a.m. Monday, April 3, 2017

23 Tonie Shane Priest, Jr. (GUARD/P) Case No. 16CEPR01266 Petitioner Priest, Margaret Ann (Pro Per – Paternal Great-Grandmother – Petitioner)

Petitioner Priest, Hollis, Sr. (Pro Per – Paternal Great-Grandfather – Petitioner)

Objector Peyton, Jessica (Pro Per – Mother – Objector)

Petition for Appointment of Guardian of the Person

See petition for details. NEEDS/PROBLEMS/COMMENTS:

Minute Order 3/22/17: Tonie

Priest, Sr., represents that he just

received the paperwork on

Friday, not on 3/5/17 as indicated

on the proof of service. The Court

orders that any written objections

are to be filed and properly

served by 3/27/17.

Cont. from 021517,

032217

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: 3/24/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 23- Priest

23

Dept. 303, 9:00 a.m. Monday, April 3, 2017

24 Jackson Priest (GUARD/P) Case No. 16CEPR01267 Petitioner Priest, Margaret Ann (Pro Per – Paternal Great-Grandmother – Petitioner)

Petitioner Priest, Hollis, Sr. (Pro Per – Paternal Great-Grandfather – Petitioner)

Petition for Appointment of Guardian of the Person

See petition for details. NEEDS/PROBLEMS/COMMENTS:

Minute Order 3/22/17: Tonie

Priest, Sr., represents that he

just received the paperwork

on Friday, not on 3/5/17 as

indicated on the proof of

service. The Court orders that

any written objections are to

be filed and properly served

by 3/27/17.

Cont. from 021517,

032217

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: 3/24/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 24- J. Priest

24

Dept. 303, 9:00 a.m. Monday, April 3, 2017

25 Morgan Elizabeth Pasley (CONS/PE) Case No. 12CEPR00938 Attorney Hastrup, John (for Debra Pasley – Conservator – Petitioner)

Second Amended Account Current and Report of Conservator; Petition of Conservator

Petition for its Settlement, for Allowance of Attorneys Compensation and for its Termination

DEBRA PASLEY, Mother and Conservator of

the Person and Estate with bond of

$15,000.00, is Petitioner. (Not verified.)

Account period: 3/28/13 – 10/17/14

Accounting: Not provided

Beginning POH: $13,438.31

Ending POH: $70,195.61

($1,715.61 plus a 1/5 interest in real property

in Virginia valued at $68,480.00)

Petitioner states: Inventory and Appraisal was

filed 6/5/13 showing the value of the estate

to be $13,438.31. Summary of account and

supporting schedules are provided at Exhibit

B. (See #1.)

As reflected in prior pleadings, the

Conservator and Conservatee moved out of

state. The Conservator was appointed

Guardian of the Conservatee in Oklahoma

by Court order and Letters issued on 8/13/14.

Petitioner does not request compensation for

her services.

Petitioner requests attorney’s compensation

as set forth in Exhibit “C.” (See #3.)

Petitioner prays:

1. That this account and report be

approved and settled;

2. That the acts of the Conservator shown in

the account and report be approved;

3. That, upon settlement of this account, the

Conservator be directed to pay her

attorneys, McCormick Barstow, LLP,

compensation for services rendered and,

as yet, unpaid;

4. That the Conservatorship in California be

terminated; and

5. That the Court grant such other and

further relief as it deems just and proper.

NEEDS/PROBLEMS/COMMENTS:

Minute Order 3/27/17: Counsel

represents that an amended

petition has been verified and

has been/will be filed this

morning.

As of 3/28/17, nothing further

has been filed.

SEE PAGE 2

Cont. from 042315,

060215, 081815,

091515, 102015,

120115, 010516,

020916, 051716,

072616, 092716,

010317, 020717,

021417, 031317,

032017, 032717

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 3/28/13

Duties/Supp

Objections

Video

Receipt

CI Report

9202

Order x

Aff. Posting Reviewed by: skc

Status Rpt Reviewed on: 3/28/17

UCCJEA Updates:

Citation Recommendation:

FTB Notice File 25 – Pasley

25

Dept. 303, 9:00 a.m. Monday, April 3, 2017

25 Morgan Elizabeth Pasley (CONS/PE) Case No. 12CEPR00938

Page 2 – NEEDS/PROBLEMS/COMMENTS:

1. This petition does not provide any accounting in the form required by Probate Code §§ 2620, 1060,

or any mandatory schedules on the required Judicial Council forms.

Need amended petition with accounting, schedules, including required mandatory form for

summary. Although Petitioner has been appointed Guardian in Oklahoma, this Court retains

jurisdiction for settling accounts pursuant to Probate Code §2630.

The only schedule provided at Exhibit B is a statement of property on hand, labeled as “receipts,”

but which does not show any account summary, receipts, disbursements, etc., and further

indicates that the conservatorship estate cash has been reduced by $11,722.70 without

explanation.

Note: The Conservatee’s interest in the Virginia real property is not an asset of this conservatorship

estate, but should be referenced in its own schedule pursuant to §1063(h).

2. This petition is not verified by the Conservator as required by Probate Code §§ 1021, 1023.

(Note: §1023 provides that an attorney may sign or verify on a client’s behalf if he or she is absent

from the county unless the person is a fiduciary appointing in the proceeding.)

3. Petitioner requests attorney’s compensation pursuant to Exhibit C, but no Exhibit C is attached.

4. Need Notice of Hearing.

5. Need proof of service of Notice of Hearing at least 15 days prior to the hearing pursuant to

Probate Code §1460(b)(6) on:

- Morgan Elizabeth Pasley (Conservatee)

- Debra Pasley (Conservator/Fiduciary, since the petition is not verified by her)

- David Hal Jones (Father)

6. The Court may also require notice to the surety of any continued or future hearings.