Your recipients will receive an email with this envelope shortly and will be able to access it on trellis. You can always see your envelopes by clicking the Inbox on the top right hand corner.
Lucy M. Bosniak (CONS/PE)
A Conservatorship case was filed by Bosniak, Andrew M., and Medina, Audrey, in the jurisdiction of Fresno County. Judge Robert Oliver presiding.
Case Details
Case Number
Filing Date
December 06, 2011
Last Refreshed
February 21, 2021
Filing Location
Fresno County, CA
Category
Conservatorship
Practice Area
Probate
Matter Type
Guardianship,Conservatorship
Case Outcome Type
Judgment
Status
Non-Jury Verdict
Case Duration
6 months and 23 days
Time To Trial
5 months and 10 days
Parties
Plaintiffs
Other Parties
Case Events
Date | Type | Description | |
---|---|---|---|
January 16, 2013 | Docket Event |
Filed receipt Receipt of Public Guardian for Compensation and Supplemental Account to the First and final Account kc 011713 |
|
December 06, 2012 | Docket Event |
Probate order 3 of 3 of Order signed kc 121112 |
|
December 06, 2012 | Docket Event |
Probate order Order Settling First and Final Account and Report of Conservator; Petition for Allowance of Compensation to Conservator and Attorney kc 121112 |
|
December 06, 2012 | Docket Event |
Minute order Judge Nunez Minute Order from Dept.: 303 Clerk: T. Avina Reporter: NR Nature of Hearing: (1) First and Final Account and (2) Report of Conservator, (3) Petition for Allowance of Compensation to Conservator and Her Attorney (Prob. C. 1860, 2620, 2623, 2630, 2942) Subsequent to the matter being called Mr. Knudson appears and informs the Court that there are issues regarding notice. Petition granted. Order signed before court trial. tca 12/6/12 |
|
December 06, 2012 | Docket Event |
Probate order 2 of 3 of Order signed kc 121112 |
|
December 06, 2012 | Docket Event |
Accounting Petition for Appointment of Probate Conservator of the Person and Estate (Prob. C. 1820, 1821, 2680-2682) Judge: Oliver, Robert |
|
December 04, 2012 | Docket Event |
Exhibits stored Trial, Shelf B-12, Box 2 (1 envelope). tro |
|
November 14, 2012 | Docket Event |
Notice of hearing filed Notice of hearing of First and Final Account and Report of Conservator; Petition for Allowance of Compensation to Conservator and Attorney filed. Hearing set on 12/6/13 at 9:00am in Dept. 303. jfr 11/14/12 |
|
November 08, 2012 | Docket Event |
Notice of hearing filed Notice of hearing of First and Final Account and Report of Conservator; Petition for Allowance of Compensation to Conservator and Attorney filed. Hearing set on 12/6/12 at 9:00am in Dept. 303. jfr 11/9/12 |
|
October 26, 2012 | Docket Event |
Order granting waiver of fees Order granting waiver of court fees and costs signed by Judge Robert Oliver filed. cd 10-29-12 |
|
October 25, 2012 | Docket Event |
Z_Conversion 3 of 3 per petition filed 10-25-12 cd 10-26-12 Event: Motion filed |
|
October 25, 2012 | Docket Event |
Z_Conversion 2 of 3 per petition filed 10-25-12 cd 10-26-12 Event: Motion filed |
|
October 25, 2012 | Docket Event |
Any Comment Order submitted for 12-6-12 hearing at time of filing cd 10-26-12 |
|
October 25, 2012 | Docket Event |
Z_Conversion Application for waiver of court fees and costs filed. cd 10-25-12 Event: App for waiver of court fees |
|
October 25, 2012 | Docket Event |
Z_Conversion (1) First and Final Account and (2) Report of Conservator, (3) Petition for Allwoance of Compensation to Conservator and Her Attorney (Prob. C. 1860, 2620, 2623, 2630, 2942) Hearing 12-6-12 at 9am in Dept 303 cd 10-26-12 Event: Accounting/fee waived |
|
August 23, 2012 | Docket Event |
Review Petition for Appointment of Probate Conservator of the Person and Estate (Prob. C. 1820, 1821, 2680-2682) Judge: Oliver, Robert |
|
August 23, 2012 | Docket Event |
Minute order Judge Oliver Minute Order from Dept.: 303 Clerk: Teresa Avina Reporter: NR Nature of Hearing: Review Hearing Re: Communication Procedures and Protocol for Family Notification The Public Guardian is directed to advise the two sibilings of any care conferences. The Court defers the issue regarding improvements to the house. amm 08/27/12 |
|
August 16, 2012 | Docket Event |
Letters (Estates) Issued Public Guardian Letters. kc 081612 |
|
August 13, 2012 | Docket Event |
Z_Conversion Order Appointing Public Guardian Probate Conservator of the Person and Estate. kc 081612 Event: Order to appoint |
|
August 13, 2012 | Docket Event |
Order b/f trial grant-P & E Order before trial granting guardianship/conservatorship of Person and Estate kc 081612 |
|
August 10, 2012 | Docket Event |
Any Comment Orders and Letters submitted kc 081012 |
|
August 09, 2012 | Docket Event |
Filed declaration Declaration of J. Stanley Teixeira Re: Visitation Procedures jfr 8/13/12 |
|
August 07, 2012 | Docket Event |
Certificate of mailing I certify that I am not a party to this cause and a true copy of the Votings Rights Minute Order was placed in a sealed envelope and placed for collection and mailing on the date and at the place shown below following our ordinary business practice. I am readily familiar with this court's practice for collection and processing correspondence for mailing. On the same day that correspondence is placed for collection and mailing, it is deposited in the ordinary course of business with the United States Postal Service with postage fully prepaid. Place of Mailing: Fresno, California on 8/7/12 . Parties served:Election Office kc 081612 |
|
August 03, 2012 | Docket Event |
Continued Hearing by Court Petition for Appointment of Probate Conservator of the Person and Estate (Prob. C. 1820, 1821, 2680-2682) Judge: Oliver, Robert |
|
August 03, 2012 | Docket Event |
Exhibit filed Exhibit Record. Filed on left side. 080912 jmo |
|
August 03, 2012 | Docket Event |
Minute order Judge Oliver Probate Court Trial Minutes Clerk: Kim Clugston Reporter: NR Nature of Hearing: The above-entitled matter comes on regularly for Court trial at 9:11 with Counsel Terri McCracken who is present on behalf of petitioner Angelina Bosniak who is also present in court.Counsel David Knudson appearing on behalf of competing petitioner Andrew M. Bosniak who is present in court. Counsel Stanley Teixeira is present on behalf of the objector Audrey Medina who is not present in court. Court Appointed Counsel Nancy LeVan is present on behalf of Lucy Bosniak who is not present in court.Parties announce that they are ready to proceed. PETITIONER EXHIBITS: Petitioners exhibit #1 (copy of Anderson General, INC. Proposal dated 5/16/12) marked for identification. Mr. Knudson defers to the appointment of Angelina Bosniak. Angelina Bosniak is sworn and testifies in her own behalf. Mr. Knudson defers his cross examination of Witness Angelina Bosniak. Angelina Bosniak is excused but remians subject to recall. Court stands in recess at 10:47am. The court reconvenes at 11:00am with all parties present.Trial resumes. Petitioner rests subject to any rebuttal witnesses. Walter Giardina is sworn and testifies on behalf of the objector Lucy Bosniak. Walter Giardina is excused. Christiane Kasdorf-Vega is sworn and testifies on behalf of the objector Lucy Bosniak. Christiane Kasdorf-Vega is excused. Ms. Levan rests on behalf of objector Lucy Bosniak. Ms. Knudson is sworn and testifies as a rebuttal witness on the behalf of the petitioner. The court takes its noon recess at 12:02pm. The court reconvenes at 1:32pm with all parties present.Trial resumes. Ms. Knudson having been previously sworn resumes the witness stand to further testify as a rebuttal witness on behalf of the petitioner. Ms. Knudson is excused. Petitioner rests. Objectors rests. Ms. McCracken makes a motion to exclude hearsay statements from Investigator's Report. The Court denies the motion finding that it is untimely. Ms. McCracken argues the cause to the court on behalf of petitioner. Mr. Teixeira argues the cause to the court on behalf of objector Audrey Medina. Ms. LeVan argues the cause to the court on behalf of objector Lucy Bosniak. Mr. Knudson argues the cause to the court on behalf of competing petitioner Andrew Bosniak. Petitioner's exhibit #1 having been marked for identification is received into evidence. Court finds based on medical records history and testimony today that is would be in the best interest to appoint the public guardian as the conservator of person. Voting Rights are affected. Parties consent to allow the court to communicate with Ms. Kruthers about including family members in the care meetings. The court orders that in an event that Audrey Medina is unable to visit at the time agreed upon, she is to communicate with Ms. Mauro as well as Angelina Bosniak. The court sets a review hearing on August 23, 2012 at 9:00am regarding communication procedures and protocol for family notification including when public guardian cannot be contacted. Court adjourns at 2:47pm. amm 08/07/12 |
|
August 03, 2012 | Docket Event |
Court Trial Petition for Appointment of Temporary Guardian of the Person (Prob. C. 2250) Judge: Oliver, Robert |
|
July 27, 2012 | Docket Event |
Filed declaration Proposed Conservator's Care Plan. /s/ Terri L. McCracken. jfr 7/30/12 |
|
June 29, 2012 | Docket Event |
Letters (Estates) Issued Letters of Conservatorship of the Estate only of Lucy M. Bosniak to Fresno County Public Guardian. jfr 6/29/12 |
|
June 29, 2012 | Docket Event |
Temporary letters Issued Amended 2nd Extended Letters of Temporary Conservatorship of the Person of Lucy M. Bosniak to Fresno County Public Guardian. Letters expire on 8/3/12. jf 6/29/12 |
|
June 20, 2012 | Docket Event |
Minute order Judge Oliver Minute Order from Dept.: 303 Clerk: Kim Clugston Reporter: Wendy Saffery Nature of Hearing:Settlement Conference Hearing. Temporary Letters extended to 8/3/12. Court hearing will be 8/3/12. amm 06/22/12 |
|
June 20, 2012 | Docket Event |
Settlement Conference Petition for Appointment of Temporary Guardian of the Person (Prob. C. 2250) Judge: Oliver, Robert |
|
June 20, 2012 | Docket Event |
Continued Hearing by Court Petition to Recover Property and Revoke Durable Power of Attorney Judge: Oliver, Robert |
|
June 20, 2012 | Docket Event |
Minute order Judge Oliver Minute Order from Dept.: 303 Clerk: Kim Clugston Reporter: Wendy Saffery Nature of Hearing: Petition for Appointment of Probate Conservator of the Person (Prob. C. 1820, 1821, 2680-2682). Temporary Letters extended to 8/3/12. Court hearing will be 8/3/12. Ms McCracken states there is a care plan regarding how to care of Ms. Bosniak at home and she will provide to counsel. Temporary Guardianship/Conservatorship Letters extended to: 8/3/12. amm 06/22/12 |
|
June 05, 2012 | Docket Event |
Minute order Judge Oliver Minute Order from Dept.: 303 Clerk: Teresa Avina Reporter: Wendy Saffery Nature of Hearing: Settlement Conference Also present in the courtroom are Heather Kruthers and Stacy Mauro. There being no objection by the parties to the appointment of the Public Guardian as the permanent conservator of the estate, the Court so appoints the Public Guardian. Continued to 6/20/12, 1:30 p.m., Dept. 303 rkb 6/5/2012 |
|
June 05, 2012 | Docket Event |
Minute order Judge Oliver Minute Order from Dept.: 303 Clerk: Teresa Avina Reporter: Wendy Saffery Nature of Hearing: Petition for Appointment of Probate Conservator of the Person and Estate (Prob. C. 1820, 1821, 2680-2682) Also present in the courtroom are Heather Kruthers and Stacy Mauro. There being no objection by the parties to the appointment of the Public Guardian as the permanent conservator of the estate, the Court so appoints the Public Guardian. The Petition for Appointment of Conservator of the Person is continued to 6/20/12. The temporary is extended to 6/20/12. continued to 6/20/12, 9:00 a.m., Dept. 303 Temporary Letters extended to 6/20/12 rkb 6/5/2012 |
|
June 05, 2012 | Docket Event |
Settlement Conference Petition for Appointment of Probate Conservator of the Person and Estate (Prob. C. 1820, 1821, 2680-2682) Judge: Oliver, Robert |
|
June 05, 2012 | Docket Event |
Continued Hearing by Court Petition for Appointment of Probate Conservator of the Person and Estate (Prob. C. 1820, 1821, 2680-2682) Judge: Oliver, Robert |
|
May 22, 2012 | Docket Event |
Notice sent Docket entry for the letter produced from CDADOCT on 22-MAY-2012 by JRUTHERFORD. |
|
May 17, 2012 | Docket Event |
Minute order Judge Oliver Minute Order from Dept.: 303 Clerk: Teresa Avina Reporter: Wendy Saffery Nature of Hearing: Petition for Appointment of Probate Conservator of the Person and Estate (Prob. C. 1820, 1821, 2680-2682) Petition trailing the Settlement Conference scheduled on 6/5/12 and Trial set on 8/3/12. Continued to 6/5/12, 10:30 a.m., Dept. 303 Letters extended to 8/3/12 rkb 5/18/2012 |
|
May 17, 2012 | Docket Event |
Minute order Judge Oliver Minute Order from Dept.: 303 Clerk: Teresa Avina Reporter: Wendy Saffery Nature of Hearing: Court Trial Henry Nunez is appearing specially for Terri McCracken who is requesting a continuance of the Court Trial. Matter continued to 8/3/12. The Court sets a Settlement Conference for 6/5/12. The Court directs all counsel to submit their settlement conference statements no later than 6/1/12. Parties to address in their settlement statements the issue of why it would not be in the best interest to appoint the Public Guardian. Continued to 8/3/12, 9:00 a.m., Dept. 303 Set on 6/5/12, 10:30 a.m., Dept. 303 for Settlement Conference rkb 5/18/2012 |
|
May 17, 2012 | Docket Event |
Trial brief filed Trial Brief cd 5-18-12 |
|
May 17, 2012 | Docket Event |
Continued Hearing by Court Petition for Appointment of Temporary Guardian of the Person (Prob. C. 2250) Judge: Oliver, Robert |
|
May 17, 2012 | Docket Event |
Court Trial Petition for Appointment of Probate Conservator of the Person and Estate (Prob. C. 1820, 1821, 2680-2682) Judge: Oliver, Robert |
|
May 10, 2012 | Docket Event |
Trial brief filed Proposed Conservator, Angelina Bosniak'sTrial Brief Regarding Appointment of Convervator for Lucy M. Bosniak cd 5-10-12 |
|
May 10, 2012 | Docket Event |
Citation and pos filed Citation and proof of service. cd 5-10-12 |
|
May 07, 2012 | Docket Event |
Minute order Judge Oliver Minute Order from Dept.: 303 Clerk: T. Avina Reporter: L. Hergenrader Nature of Hearing: Petition for Appointment of Probate Conservator of the Person and Estate (Prob. C. 1820, 1821, 2680-2682) Continued to 5/17/12 @ 9:00 a.m. Dept. 303 tca 5/7/12 |
|
May 07, 2012 | Docket Event |
Petition for Appointment of Probate Conservator of the Person and Estate (Prob. C. 1820, 1821, 2680-2682)
Judge: Oliver, Robert |
|
May 01, 2012 | Docket Event |
Confidential Court Investigator Review Report Number of hours expended on investigation: |
|
May 01, 2012 | Docket Event |
Video tape viewed Viewed conservatorship video tape on 5-1-2012. Party: Angelina Marie Bosniak. jfr 5/1/12 |
|
May 01, 2012 | Docket Event |
Z_Conversion Confidential Investigator's Report to Court - Initial Review (Angelina Bosniak) jfr 5/2/12 Event: General G/S, C/S Investigator |
|
May 01, 2012 | Docket Event |
Interview Subject 6 Date of interview: Person Interviewed: |
|
May 01, 2012 | Docket Event | Charlotte Bien investigated | |
May 01, 2012 | Docket Event |
Investigator's Instructions Instructions to proposed conservatee. (Angelina Bosniak) jfr 5/2/12 |
|
May 01, 2012 | Docket Event |
Reports sent out for case Investigation report filed. |
|
May 01, 2012 | Docket Event | Gen Petition Invest. Performed | |
April 27, 2012 | Docket Event | Duties and liabilities filed. cd 4-30-12 | |
April 27, 2012 | Docket Event |
Notice of hearing filed Notice of hearing of Petition for Appointment of Probate Conservator filed. Hearing set on 5-17-12 at 9am in Dept 303 . cd 4-30-12 |
|
March 23, 2012 | Docket Event |
Temporary letters Issued 1st Extended letters of temporary conservatorship of the person and estate of Lucy M. Bosniak to Fresno County Public Guardian. Letters expire on 5/17/12. jfr 3/23/12 |
|
March 22, 2012 | Docket Event |
Minute order Judge Oliver Minute Order from Dept.: 303 Clerk: Ryan Brummell Reporter: Wendy Saffery Nature of Hearing: Petition for Appointment of Probate Conservator of the Person and Estate (Prob. C. 1820, 1821, 2680-2682) Heather Kruthers, counsel for the Public Guardian, and Terri McCracken, attorney for Angelina Bosniak, are also present. Lucy Bosniak is currently at the Armenian Home. Temporary Letters are extended as to the Public Guardian (PG) until May 17, 2012. A contested hearing with a 2-hour estimate is set for May 17, 2012 at 1:30 p.m. Ms. McCracken plans on three witness and her client testifying. The Court expects hearing briefs at least 3 days prior to trial. The Court will entertain a visitation schedule for the Armenian Home. Mr. Teixeira states his client would withdraw her petition if PG is appointed; Mr. Knudson states his client would accept PG as conservator of the estate; Ms. LeVan recommends PG over all other parties since, for example, Andrew Bosniak has not followed through with certain matters pertaining to Lucy Bosniak. Set on May 17, 2012, 1:30 p.m., Dept. 303 for Court Trial Temporary Letters extended to 5/17/12 All other orders remain in full force and effect until 5/17/12 rkb 3/23/2012 |
|
March 22, 2012 | Docket Event |
Continued Hearing by Court Petition for Appointment of Probate Conservator of the Person and Estate (Prob. C. 1820, 1821, 2680-2682) Judge: Oliver, Robert |
|
March 22, 2012 | Docket Event |
Minute order Judge Oliver Minute Order from Dept.: 303 Clerk: Ryan Brummell Reporter: Wendy Saffery Nature of Hearing: Petition to Recover Property and Revoke Durable Power of Attorney Heather Kruthers, counsel for the Public Guardian, and Terri McCracken, attorney for Angelina Bosniak, are also present. Lucy Bosniak is currently at the Armenian Home. Temporary Letters are extended as to the Public Guardian (PG) until May 17, 2012. A contested hearing with a 2-hour estimate is set for May 17, 2012 at 1:30 p.m. Ms. McCracken plans on three witness and her client testifying. The Court expects hearing briefs at least 3 days prior to trial. The Court will entertain a visitation schedule for the Armenian Home. Mr. Teixeira states his client would withdraw her petition if PG is appointed; Mr. Knudson states his client would accept PG as conservator of the estate; Ms. LeVan recommends PG over all other parties since, for example, Andrew Bosniak has not followed through with certain matters pertaining to Lucy Bosniak. Set on May 17, 2012, 1:30 p.m., Dept. 303 for Court Trial Temporary Letters extended to 5/17/12 All other orders remain in full force and effect until 5/17/12 rkb 3/23/2012 |
|
March 22, 2012 | Docket Event |
Minute order Judge Oliver Minute Order from Dept.: 303 Clerk: Ryan Brummell Reporter: Wendy Saffery Nature of Hearing: Petition for Appointment of Probate Conservator of the Person and Estate (Prob. C. 1820, 1821, 2680-2682) Heather Kruthers, counsel for the Public Guardian, and Terri McCracken, attorney for Angelina Bosniak, are also present. Lucy Bosniak is currently at the Armenian Home. Temporary Letters are extended as to the Public Guardian (PG) until May 17, 2012. A contested hearing with a 2-hour estimate is set for May 17, 2012 at 1:30 p.m. Ms. McCracken plans on three witness and her client testifying. The Court expects hearing briefs at least 3 days prior to trial. The Court will entertain a visitation schedule for the Armenian Home. Mr. Teixeira states his client would withdraw her petition if PG is appointed; Mr. Knudson states his client would accept PG as conservator of the estate; Ms. LeVan recommends PG over all other parties since, for example, Andrew Bosniak has not followed through with certain matters pertaining to Lucy Bosniak. May 17, 2012, 1:30 p.m., Dept. 303 for Court Trial Temporary Letters extended to 5/17/12 All other orders remain in full force and effect until 5/17/12 rkb 3/23/2012 |
|
March 22, 2012 | Docket Event |
Petition for Appointment of Probate Conservator of the Person and Estate (Prob. C. 1820, 1821, 2680-2682)
Judge: Oliver, Robert |
|
March 22, 2012 | Docket Event |
Conversion Petition for Appointment of Temporary Guardian of the Person (Prob. C. 2250) Judge: Oliver, Robert |
|
March 21, 2012 | Docket Event |
Reply/Answer Opposition of Angelina Bosnik to Appointment of Audrey Medina as Conservator of Lucy Bosnik kc 032112 |
|
March 21, 2012 | Docket Event | Confidential supplemental information. kc 032112 | |
March 21, 2012 | Docket Event |
Confdntl Screen frm cons/gu Confidential Guardianship/Conservatorship Screening Form kc 032112 |
|
March 21, 2012 | Docket Event |
Payment A Payment of -$395.00 was made on receipt PRCE60110. |
|
March 21, 2012 | Docket Event |
Z_Conversion Petition for Appointment of Probate Conservator of the Person and Estate (Prob. C. 1820, 1821, 2680-2682) Hearing set for: 5/7/12 at 9am in Dept 303 kc 032112 Event: Pet For C/S of Person & Estate |
|
March 15, 2012 | Docket Event |
Petition for Appointment of Temporary Guardian of the Person (Prob. C. 2250)
Judge: Oliver, Robert |
|
March 09, 2012 | Docket Event | Charlotte Bien investigated | |
March 09, 2012 | Docket Event |
Z_Conversion Confidential Investigator's Report to Court - Initial Review jfr 3/12/12 Event: General G/S, C/S Investigator |
|
March 09, 2012 | Docket Event |
Reports sent out for case Investigation report filed. |
|
March 09, 2012 | Docket Event | Gen Petition Invest. Performed | |
March 09, 2012 | Docket Event |
Investigator's Instructions Instructions to proposed conservatee. jfr 3/12/12 |
|
March 09, 2012 | Docket Event |
12 hour investigation Number of hours expended on investigation: |
|
March 09, 2012 | Docket Event |
Interview Subject 8 Date of interview: Person Interviewed: |
|
March 02, 2012 | Docket Event |
Citation and pos filed Citation and proof of service. cd 3-8-12 |
|
February 17, 2012 | Docket Event |
Temporary letters Issued letters of temporary Conservatorship, expires 3-22-12 . cd 3-6-12 |
|
February 10, 2012 | Docket Event |
Notice of hearing filed Notice of hearing of Petition for Appointment of Probate Conservator filed. Hearing set on 3-22-12 at 9am in Dept 303 . cd 2-29-12 |
|
February 09, 2012 | Docket Event | Off calendar for 3/15/12 rescheduled for 3/22/12 . | |
February 09, 2012 | Docket Event |
Conversion Petition for Appointment of Probate Conservator of the Person and Estate (Prob. C. 1820, 1821, 2680-2682) Judge: Oliver, Robert |
|
February 09, 2012 | Docket Event |
Minute order Judge Oliver Minute Order from Dept.: 303 Clerk: Teresa Avina Reporter: Connie Silva Nature of Hearing: Petition for Appointment of Probate Conservator of the Person and Estate (Prob. C. 1820, 1821, 2680-2682) The Court appoints the Public Guardian as temporary conservator of the person and estate with medical powers. The temporary expires on 3/22/12. The Court orders that the hearing scheduled on 3/15/12 be vacated and rescheduled for 3/22/12. Continued to: 3/22/12 at 9 am in Dept. 303 Temporary Guardianship/Conservatorship Letters extended to: 3/22/12 021512 jmo |
|
February 08, 2012 | Docket Event |
Report filed Report of Court Appointed Attorney, Nancy J. LeVan filed. cd 2-8-12 |
|
February 08, 2012 | Docket Event | Proof of service. jfr 2/8/12 | |
February 08, 2012 | Docket Event |
Medical capacity declaration Confidential Medical Records to Support Report of Court Appointed Attorney cd 2-8-12 |
|
February 07, 2012 | Docket Event |
Ex Parte Order [Re: Ex Parte Petition to Recover Property and Revoke Durable Power of Attorney filed 2-7-12], /s/ Judge Robert Oliver, 2-7-2012. Matter to be as a noticed hearing. Hearing is set for Thursday March 22, 2012, 9:00 a.m., Dept. 303 rkb 2/9/2012 |
|
February 07, 2012 | Docket Event |
Exparte Petition/Application (Generic) Ex parte Petition to Recover Property and Revoke Durable Power of Attorney (Prob. C. 850, 4541, 1203) cd 2-7-12 |
|
February 07, 2012 | Docket Event |
Payment A Payment of -$40.00 was made on receipt PRCE59427. |
|
February 07, 2012 | Docket Event |
Filed declaration Declaration in Support of Ex parte Petition to Recover Property and Revoke Durable Power of Attorney, and in Support of Request for Order Shortening Time cd 2-7-12 |
|
February 07, 2012 | Docket Event |
Memorandum of P & A filed Declaration and Points and Authorities in Support of Ex parte Petition to Recover Property and Revoke Durable Power of Attorney or in the Alternative, for Order Shortening Time of Notice (Prob. C. 1203) filed. cd 2-7-12 |
|
February 07, 2012 | Docket Event |
Notice of hearing filed Notice of hearing of Petition for Appointment of Probate Conservator filed. Hearing set on 3/15/12 at 9 am in D303. 020712 jmo |
|
February 03, 2012 | Docket Event |
Z_Conversion Petition for Appointment of Probate Conservator of the Person and Estate (Prob. C. 1820, 1821, 2680-2682) Hearing set for: March 15, 2012, 9:00 a.m., Dept. 303 rkb 2/3/2012 Event: Pet For C/S of Person & Estate |
|
February 03, 2012 | Docket Event |
Confdntl Screen frm cons/gu Confidential Guardianship/Conservatorship Screening Form rkb 2/3/2012 |
|
February 03, 2012 | Docket Event |
Payment A Payment of -$395.00 was made on receipt PRCE59380. |
|
February 03, 2012 | Docket Event | Duties and liabilities filed. rkb 2/3/2012 | |
February 03, 2012 | Docket Event |
Any Comment Orders and Letters submitted for 3-15-2012 hearing rkb 2/3/2012 |
|
February 03, 2012 | Docket Event |
Substitution of attorney filed Substitution of attorneys filed. Old atty: Party represented self New atty: J. Stanley Teixeira rkb 2/3/2012 |
|
February 03, 2012 | Docket Event | Confidential supplemental information. rkb 2/3/2012 | |
January 30, 2012 | Docket Event | Charlotte Bien investigated | |
January 30, 2012 | Docket Event |
Interview Subject 6 Date of interview: Person Interviewed: |
|
January 30, 2012 | Docket Event |
10 hour investigation Number of hours expended on investigation: |
|
January 30, 2012 | Docket Event |
Reports sent out for case Investigation report filed. |
|
January 30, 2012 | Docket Event | Supplemental report investigation. | |
January 30, 2012 | Docket Event |
Z_Conversion Confidential Investigator's Report to Court - Supplemental Report jfr 1/31/12 Event: Supp. Investigator Report |
|
January 25, 2012 | Docket Event |
Substitution of attorney filed Substitution of attorneys filed. Old atty: Julie A. Hick New atty:Self kc 012712 |
|
January 09, 2012 | Docket Event |
Petition for Appointment of Probate Conservator of the Person and Estate (Prob. C. 1820, 1821, 2680-2682)
Judge: Oliver, Robert |
|
January 09, 2012 | Docket Event |
Minute order Judge Oliver Minute Order from Dept.: 303 Clerk: Teresa Avina Reporter: Wendy Saffery Nature of Hearing: Petition for Appointment of Probate Conservator of the Person and Estate (Prob. C. 1820, 1821, 2680-2682) Ms. LeVan is appearing via conference call. Ms. Hicks requests a continuance. The Court on its own motion grants a temporary conservatorship of the estate in favor of Andrew Bosniak for the limited purpose of him paying the bills. The temporary expires on 2/9/12. The temproary conservatorship of the person is extended to 2/9/12. The Court orders that court investigator Charlotte Bien contact Ms. LeVan regarding the concerns. The Court further orders that all the children and grandchildren have visitation at the California Armenian Home consistent with the rules of the facility. Continued to 2/9/12 at 9 am in Dept. 303 Temporary Guardianship/Conservatorship Letters extended to 2/9/12 011012 jmo |
|
January 06, 2012 | Docket Event |
Filed declaration Confidential - Declaration to Accompany Physician's Capacity Declaration (re: Inability to Attend Hearing) kc 010612 |
|
January 05, 2012 | Docket Event |
Filed declaration CONFIDENTIAL - Notice of Filing Records and Declaration of Service kc 010512 |
|
January 03, 2012 | Docket Event |
Notice sent Docket entry for the fee assessment letter produced from CDADOCT on 03-JAN-2012 by JRUTHERFORD. |
|
December 30, 2011 | Docket Event |
Temp Pet - Crt Invest Temporary Petition - Court Investigator Fee jfr 12/30/11 |
|
December 27, 2011 | Docket Event | Proof of service of Notice of Hearing; Petition for Appointment of Probate Conservator of the Person & Estate filed. Hearing set on 1/9/12 at 9:00am in Dept. 303. jfr 12/29/11 | |
December 27, 2011 | Docket Event |
Citation and pos filed Citation and proof of service. Hearing set for 1/9/12 at 9:00am in Dept. 303 jfr 12/29/11 |
|
December 23, 2011 | Docket Event |
Notice of hearing filed Notice of Hearing of Petition for Appointment of Probate Conservator of the Person and Estate Hearing is set for January 9, 2012, 9:00 a.m., Dept. 303 rkb 12/23/2011 |
|
December 22, 2011 | Docket Event |
12 hour investigation Number of hours expended on investigation: |
|
December 22, 2011 | Docket Event |
Z_Conversion Confidential Investigator's Report to Court - Initial Review jfr 12/22/11 Event: General G/S, C/S Investigator |
|
December 22, 2011 | Docket Event |
Interview Subject 7 Date of interview: Person Interviewed: |
|
December 22, 2011 | Docket Event |
Reports sent out for case Investigation report filed. |
|
December 22, 2011 | Docket Event |
Filed declaration Confidential Medical Report to Court jfr 12/22/11 |
|
December 22, 2011 | Docket Event | Gen Petition Invest. Performed | |
December 22, 2011 | Docket Event |
Investigator's Instructions Instructions to proposed conservatee. jfr 12/22/11 |
|
December 22, 2011 | Docket Event | Charlotte Bien investigated | |
December 21, 2011 | Docket Event |
Probate order Order Continuing Appointment of temporary Conservator of Person and Ordering release of Medical Information and records kc 122211 |
|
December 21, 2011 | Docket Event |
Any Comment Orders submitted for hearing on 12/19/11 kc 122111 |
|
December 21, 2011 | Docket Event |
Medical capacity declaration Declaration with Medical capacity declaration attached kc 122111 |
|
December 20, 2011 | Docket Event |
Fld ordr appoint attorney Order appointing Nancy J. LeVan as counsel for Conservatee. Fees to be paid by the conservatorship estate upon Court approval of attorney's petition for fees pursuant to Prob. C. 1470, et seq. jfr 12/20/11 |
|
December 19, 2011 | Docket Event |
Minute order Judge Oliver Minute Order from Dept.: 303 Clerk: T. Avina Reporter: W. Saffery Nature of Hearing: Petition for Appointment of Temporary Conservator of the Person (Prob. C. 2250) Mr. Knudson informs the Court that the Kaiser Medical Insurance has been reinstated however, Lucy Bosniak is currently on Medicare. The Court orders Andrew Bosniak to authorize the release of Lucy Bosniak's medical records to Mr. Knudson. Mr. Knudson is ordered to provide a copy of the medical records to Ms. Hicks and the Court upon receipt. Mr. Knudson is directed to prepare the authorization and the order. The temporary of the person is extended to 1/9/12. The General Hearing remains set for 1/9/12. tca 12/19/11 |
|
December 19, 2011 | Docket Event |
Temporary Guardianship/Conservatorship Appointment Petition for Appointment of Probate Conservator of the Person and Estate (Prob. C. 1820, 1821, 2680-2682) Judge: Oliver, Robert |
|
December 16, 2011 | Docket Event |
Response (per party) Objection to Appointment of Andrew Bosniak as Conservator. jfr 12/16/11 |
|
December 16, 2011 | Docket Event |
Payment A Payment of -$395.00 was made on receipt PRCE58697. |
|
December 14, 2011 | Docket Event |
Notice of hearing filed Notice of hearing of Ex Parte Petition for Appointment of Temporary Conservator of the Person filed. The Court has set a review hearing on the appointment of a Temporary Conservator of the Person. Hearing set on 12/19/11 at 9:00am in Dept. 303. jfr 12/14/11 |
|
December 08, 2011 | Docket Event | Temp Petition Invest. Performe | |
December 08, 2011 | Docket Event |
Investigator's Instructions Instructions to proposed conservatee. jfr 12/9/11 |
|
December 08, 2011 | Docket Event |
8 hour investigation Number of hours expended on investigation: |
|
December 08, 2011 | Docket Event | Charlotte Bien investigated | |
December 08, 2011 | Docket Event |
Reports sent out for case Investigation report filed. |
|
December 08, 2011 | Docket Event |
Z_Conversion Confidential Investigator's Report to Court - Temporary Conservatorship jfr 12/9/11p Event: Temp G/S, C/S Investigator Re |
|
December 08, 2011 | Docket Event |
Interview Subject 6 Date of interview: Person Interviewed: |
|
December 07, 2011 | Docket Event |
Temporary letters Issued letters of temporary conservatorship, appointing Andrew Bosniak as conservator of the person of Lucy. Letters expire 12-19-2011. rkb 12/7/2011 |
|
December 07, 2011 | Docket Event |
Temp G/S, C/S Person Grant Order Appointing Temporary Conservator, appointing Andrew M. Bosniak as conservator of the person of Lucy Bosniak, /s/ Judge Robert Oliver, 12-7-2011. Order expires 12-19-11. rkb 12/7/2011 |
|
December 06, 2011 | Docket Event |
Any Comment Letters for permanent hearing and Letters and Orders submitted for temporary hearing. rkb 12/6/2011 |
|
December 06, 2011 | Docket Event |
Z_Conversion Petition for Appointment of Probate Conservator of the Person and Estate (Prob. C. 1820, 1821, 2680-2682) Hearing set for: Jan 9, 2012, 9:00 a.m., Dept. 303 rkb 12/6/2011 Event: Pet For C/S of Person & Estate |
|
December 06, 2011 | Docket Event |
Confdntl Screen frm cons/gu Confidential Guardianship/Conservatorship Screening Form rkb 12/6/2011 |
|
December 06, 2011 | Docket Event | JBSIS: New Filed | |
December 06, 2011 | Docket Event | Duties and liabilities filed. rkb 12/6/2011 | |
December 06, 2011 | Docket Event |
Pet For Temp. G/S, C/S-Person Petition for Appointment of Temporary Conservator of the Person (Prob. C. 2250) Hearing is set for December 19, 2011, 8:30 a.m., Dept. 71 rkb 12/6/2011 |
|
December 06, 2011 | Docket Event | Confidential supplemental information. rkb 12/6/2011 | |
December 06, 2011 | Docket Event |
Payment A Payment of -$435.00 was made on receipt PRCE58518. |