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Ruling
Conservatorship of MELVIN BERTRAND DOTTS
Jul 16, 2024 |
MSP08-01318
MSP08-01318 CONSERVATORSHIP OF MELVIN BERTRAND DOTTS
9:00 AM HEARING ON PETITION IN RE: STATUS REVIEW RE: ACCOUNTING
Need appearance by Mark O’Leary to report status of filing accounting
The Court is waiting for these items:
Report of atty. Tracy Regli
Notes:
1. Letters of Conservatorship of Person/Estate issued to Mark O’Leary 10-22-
2008.
2. It appears 8th Account was last account filed for period 9-1-07 through 8-31-09.
SUPERIOR COURT OF CALIFORNIA, CONTRA COSTA COUNTY
PR - MARTINEZ-WAKEFIELD TAYLOR COURTHOUSE
COURT CALENDAR FOR JULY 16, 2024
DEPARTMENT 33
JUDICIAL OFFICER: SHARA E BELTRAMO
2A. MSP21-01726 ESTATE OF MARY MOORE-MCCOY
9:00 AM HEARING IN RE: AMENDED REPORT AND PETITION FOR SETTLEMENT OF FIRST AND FINAL ACCOUNT
FILED 02/27/24 BY DORETHA MCCOY
Need:
1. Appearances to report status, including mediation ordered 3-26-2024
2. Compliance with CRC 7.250 regarding any acts taken under IAEA w/notice of
proposed action. (Specifics needed including date notice was given)
3. Verified declaration by petitioner to include revised schedule of disbursements
to include payee of each disbursement. PrC § 1062(b)
4. Verified declaration of petitioner showing compliance with Probate Code §
5. Verified declaration by petitioner to show calculation of statutory fee base as
required by CRC § 7.705. Specifically, must state any loss on sale as relates
to maximum statutory fees allowable. Calculation must begin with amounts
listed in Inventory and Appraisal.
6. Verified declaration by petitioner to specify whether all charges for bond
premiums have been paid. LR 7.317
7. Proposed Order
Notes:
1. ¶ 17.c. at page 4 requests to surcharge Mario Lavan Moore $22,800.00 for
unpaid rent.
2. Declaration re: Updated Petition for Final Distribution filed 6-6-2024 includes
an amended accounting and must be calendared and noticed. Declaration
contains “Settlment Agreement.” Declaration was filed 6-6-2024 with a hearing
date typed in of 7-16-2024. See Local Rule 7.50. This calendar was full as of
that date. This declaration is an amendment and no date has been calendared
for this amendment. Amendments must be calendared and noticed to be
considered. Ct. file contains no evidence of mailing Notice of Hearing for Decl.
filed 06-06-2024. (See CRC 7.53).
SUPERIOR COURT OF CALIFORNIA, CONTRA COSTA COUNTY
PR - MARTINEZ-WAKEFIELD TAYLOR COURTHOUSE
COURT CALENDAR FOR JULY 16, 2024
DEPARTMENT 33
JUDICIAL OFFICER: SHARA E BELTRAMO
2B. MSP21-01726 ESTATE OF MARY MOORE-MCCOY
9:00 AM HEARING IN RE: REPORT AND PETITION FOR SETTLEMENT OF FIRST & FINAL ACCOUNT, FEES, FINAL
DISTRIBUTION FILED ON 10/13/22 BY DORETHA MCCOY
Need appearances to report status, including mediation ordered 3-26-2024
Notes:
a) Per 2-14-2023 minute order, matter was continued to allow Mario Moore and
Troy Moore to file an objection; objections were ordered to be filed by 5-18-
2023. Failure to file and served timely objections will result in objections being
waived.
b) Order Settling First and Final Account filed 2-15-2023.
c) Objection of Distribution filed by Mario L. Moore 4-28-2023.
SUPERIOR COURT OF CALIFORNIA, CONTRA COSTA COUNTY
PR - MARTINEZ-WAKEFIELD TAYLOR COURTHOUSE
COURT CALENDAR FOR JULY 16, 2024
DEPARTMENT 33
JUDICIAL OFFICER: SHARA E BELTRAMO
2C. MSP21-01726 ESTATE OF MARY MOORE-MCCOY
9:00 AM HEARING IN RE: PETITION RE PERSONAL PROPERTY CLAIM FILED 06/06/23 BY MIRANDA MCCOY
Petitioner still must do the following:
1. Appear at the hearing to report status, including mediation ordered 3-26-
Note: Objection filed by Mario L. Moore 12-4-2023.
SUPERIOR COURT OF CALIFORNIA, CONTRA COSTA COUNTY
PR - MARTINEZ-WAKEFIELD TAYLOR COURTHOUSE
COURT CALENDAR FOR JULY 16, 2024
DEPARTMENT 33
JUDICIAL OFFICER: SHARA E BELTRAMO
Ruling
Matter of: The Liptack Family Trust created U/D/T dated August 28, 2013
Jul 25, 2024 |
P22-01888
P22-01888 MATTER OF: THE LIPTACK FAMILY TRUST CREATED U/D/T DATED AUGUST 28,
9:00 AM HEARING ON PETITION IN RE: FOR ORDER CONFIRMING VALIDITY OF TRUST, SOLE TRUSTEE &
OWNERSHIP OF TRUST PROPERTY FILED 11/19/22 BY MARIANNE P SMITH
--see also line #7--
Need appearances
Note: Objection filed by Dennis McLaughlin 2-14-2023.
7A. P22-01907 ESTATE OF ROBERT EDWARD LIPTACK
9:00 AM HEARING ON PETITION IN RE: PETITION FOR PROBATE OF WILL & FOR LETTERS TESTAMENTARY WITH
IAEA FILED ON 06/20/23 BY MARIANNE P. SMITH
--see also line # 6--
Need appearances
Notes:
a. If granted, bond will be fixed at $20,000.00. Petitioner is a non-resident of
California. LR 7.154
b. Letters of Special Administration issued to Marianne P. Smith expire 11/26/24
SUPERIOR COURT OF CALIFORNIA, CONTRA COSTA COUNTY
PR - MARTINEZ-WAKEFIELD TAYLOR COURTHOUSE
COURT CALENDAR FOR JULY 25, 2024
DEPARTMENT 30
JUDICIAL OFFICER: VIRGINIA M GEORGE
7B. P22-01907 ESTATE OF ROBERT EDWARD LIPTACK
9:00 AM HEARING ON PETITION IN RE: PETITION FOR PROBATE OF WILL & FOR LETTERS TESTAMENTARY FILED
ON 06/09/23 BY DENNIS MCLAUGHLIN
Need:
1. Appearances
2. Proof of Publication. PrC § 8120
3. Verified declaration by petitioner to complete petition item # 5.a.(2)(a) or
5.a.(2)(b) (whether decedent was divorced or never married or whether spouse
is deceased)
4. Verified declaration by petitioner to complete petition item # 6
5. Verified declaration by petitioner to add deceased spouse with date of death to
petition Item # 8, if needed in resolution of above. LR 7.151(d)
6. Proof of mailing Notice of Petition to Administer Estate and copy of petition to
all heirs and beneficiaries, including notice that will is lost. PrC § 8110; LR
7.151(e)
7. Lodge Original Will (w/legal process). PrC § 8200
8. Evidence to overcome presumption of revocation by the fact that the originals
cannot be located. PrC § 6124
9. Proof of Holographic Instrument Form DE-135. PrC § 8222
10. Proposed Order for Probate Form DE-140 with copy of Will attached, if lost will
is to be admitted
Note: Objection of Marianne P. Smith filed 6-20-2023.
SUPERIOR COURT OF CALIFORNIA, CONTRA COSTA COUNTY
PR - MARTINEZ-WAKEFIELD TAYLOR COURTHOUSE
COURT CALENDAR FOR JULY 25, 2024
DEPARTMENT 30
JUDICIAL OFFICER: VIRGINIA M GEORGE
7C. P22-01907 ESTATE OF ROBERT EDWARD LIPTACK
9:00 AM HEARING ON PETITION IN RE: FOR PROBATE OF WILL & FOR LETTERS OF ADMINISTRATION WITH
WILL ANNEXED & IAEA FILED ON 11/21/22 BY DENNIS MCLAUGHLIN
Need:
1. Appearances
2. Verified declaration by petitioner to include a legible copy of will as Attachment
3.f.(2). PrC § 8002
3. Verified declaration by petitioner to include a typed copy of will. PrC §
8002(b)(1)
4. Corrected Proof of Holographic Instrument Form DE-135 with Attorney’s
Certification dated. Certification was not dated. CCP § 2015.5; PrC § 8222
Note: Objection filed by Marianne P. Smith 06-20-2023.
SUPERIOR COURT OF CALIFORNIA, CONTRA COSTA COUNTY
PR - MARTINEZ-WAKEFIELD TAYLOR COURTHOUSE
COURT CALENDAR FOR JULY 25, 2024
DEPARTMENT 30
JUDICIAL OFFICER: VIRGINIA M GEORGE
10A. P22-02005 ESTATE OF: RHONDA FRAZIER
9:00 AM HEARING ON PETITION IN RE: PETITION TO DETERMINE INHERITANCE RIGHTS FILED ON 10/9/23 BY
GRADY FRAZIER
Need:
1. Appearances
2. Verified declaration by petitioner to state names, current addresses and
relationships of all persons entitled to receive notice so court can confirm
mailing. LR 7.112
3. Proof of mailing to anyone added by verified declaration, not already served
Notes:
a. Letters of Administration issued to Donald Gossette 03/22/2023.
b. Objection filed by Donald Gossette 02/21/24
SUPERIOR COURT OF CALIFORNIA, CONTRA COSTA COUNTY
PR - MARTINEZ-WAKEFIELD TAYLOR COURTHOUSE
COURT CALENDAR FOR JULY 25, 2024
DEPARTMENT 30
JUDICIAL OFFICER: VIRGINIA M GEORGE
10B. P22-02005 ESTATE OF: RHONDA FRAZIER
9:00 AM HEARING IN RE: PETITION FOR PROBATE OF WILL AND FOR LETTERS TESTAMENTARY WITH IAEA
FILED ON 02/27/2024 BY ALINE CASSANDRA URIBE
Need:
1. Appearances
2. Verified declaration to add petitioner to the list at Petition item 8
3. Verified declaration by petitioner to add deceased parents with dates of death
to petition Item # 8. LR 7.151(d)
4. Proof of mailing Notice of Petition to Administer Estate and copy of petition to
all heirs and beneficiaries. PrC § 8110; LR 7.151(e)
5. Verified declaration to clarify entry at Petition item 3.c, which says that
Richmond is in Alameda County
6. Have Notice of Petition to Administer Estate DE-121 published and file proof of
publication with the Court. PrC § 8120
7. Proposed Order
Notes:
Letters of Administration issued to Donald Gossette 03/22/23
SUPERIOR COURT OF CALIFORNIA, CONTRA COSTA COUNTY
PR - MARTINEZ-WAKEFIELD TAYLOR COURTHOUSE
COURT CALENDAR FOR JULY 25, 2024
DEPARTMENT 30
JUDICIAL OFFICER: VIRGINIA M GEORGE
12A. P23-01799 MATTER OF: R. LINCOLN 2004 TRUST DATED NOVEMBER 23, 2004 AS RESTATED
AUGUST 4, 2015
9:00 AM HEARING IN RE: PETITION TO DETERMINE VALIDITY OF PURPORTED DISPOSITION OF TRUST FILED BY
KIM CHERI LINCOLN AND CYNTHIA A. WILLIAMS ON 4/25/24
--see also line #15--
Petitioners still must do the following:
1. Appear at the hearing
2. Have a copy of the Notice of Hearing mailed to all persons entitled to notice,
and file proof of mailing Judicial Council Form Notice of Hearing to all persons
entitled to receive notice. PrC § 17203
3. Submit a Proposed Order
Notes:
Demurrer filed by Sharon Ann Lincoln, set 12/03/24
SUPERIOR COURT OF CALIFORNIA, CONTRA COSTA COUNTY
PR - MARTINEZ-WAKEFIELD TAYLOR COURTHOUSE
COURT CALENDAR FOR JULY 25, 2024
DEPARTMENT 30
JUDICIAL OFFICER: VIRGINIA M GEORGE
12B. P23-01799 MATTER OF: R. LINCOLN 2004 TRUST DATED NOVEMBER 23, 2004 AS RESTATED
AUGUST 4, 2015
9:00 AM HEARING ON PETITION IN RE: PETITION FOR ORDER DETERMINING TITLE TO PROPERTY TO TRUST
FILED 10/9/23 BY SHARON ANN LINCOLN
Need:
Appearances
Ruling
Matter of: Smith Family Revocable Trust Agreement dated May 22, 2007
Jun 26, 2024 |
P23-00470
P23-00470 MATTER OF: SMITH FAMILY REVOCABLE TRUST AGREEMENT DATED MAY 22,
9:00 AM HEARING IN RE: PETITION TO INVALIDATE THE DURABLE POWER OF ATTORNEY FOR FINANCIAL
MANAGEMENT AND TO REMOVE THE TRUSTEE FILED ON 03/14/23 BY TERRA SMITH
Drop. Court approved Dismissal filed 04/26/24
SUPERIOR COURT OF CALIFORNIA, CONTRA COSTA COUNTY
PR - MARTINEZ-WAKEFIELD TAYLOR COURTHOUSE
COURT CALENDAR FOR JUNE 26, 2024
DEPARTMENT 33
JUDICIAL OFFICER: SHARA E BELTRAMO
4A. P23-02192 CONSERVATORSHIP OF: L. LLOYD MORGAN
9:00 AM HEARING IN RE: PETITION FOR CONSERVATORSHIP FILED ON 12/22/23 BY PETITIONER SAMANTHA
BLAKE
Drop. Per Notice of the Conservatee’s Death filed 05/23/24 states that conservatee
died on 05/22/24.
Note: Letters of Temporary Conservatorship of Person issued to petitioner expire
09/22/2024.
SUPERIOR COURT OF CALIFORNIA, CONTRA COSTA COUNTY
PR - MARTINEZ-WAKEFIELD TAYLOR COURTHOUSE
COURT CALENDAR FOR JUNE 26, 2024
DEPARTMENT 33
JUDICIAL OFFICER: SHARA E BELTRAMO
4B. P23-02192 CONSERVATORSHIP OF: L. LLOYD MORGAN
9:00 AM HEARING IN RE: PETITION FOR APPOINTMENT OF CONSERVATOR OF THE ESTATE FILED ON 02/22/24
BY JULIE MENACK
Drop. Per Notice of the Conservatee’s Death filed 05/23/24 states that conservatee
died on 05/22/24.
SUPERIOR COURT OF CALIFORNIA, CONTRA COSTA COUNTY
PR - MARTINEZ-WAKEFIELD TAYLOR COURTHOUSE
COURT CALENDAR FOR JUNE 26, 2024
DEPARTMENT 33
JUDICIAL OFFICER: SHARA E BELTRAMO
6A. P24-00073 CONSERVATORSHIP OF: NETTIE PEARL STINSON
9:00 AM HEARING IN RE: MOTION TO DISMISS PETITION FOR CONSERVATOR FILED ON 4/10/2024 BY KEITH
STINSON
Need:
1. Appearances
2. Proposed Order
SUPERIOR COURT OF CALIFORNIA, CONTRA COSTA COUNTY
PR - MARTINEZ-WAKEFIELD TAYLOR COURTHOUSE
COURT CALENDAR FOR JUNE 26, 2024
DEPARTMENT 33
JUDICIAL OFFICER: SHARA E BELTRAMO
6B. P24-00073 CONSERVATORSHIP OF: NETTIE PEARL STINSON
9:00 AM HEARING IN RE: STATUS OF COURT DATE REL WASHINGTON CASE PETITION FOR APPOINTMENT OF
PROBATE CONSERVATOR OF THE PERSON AND ESTATE FILED ON 1/12/24 BY CRYSTAL FINAU
Need:
1. Appearances to report status of case in Washington
If to proceed, will also need;
2. Return on Citation or waiver by counsel. PrC § 1824
3. Capacity Declaration (Judicial Council Form GC-335) to show whether
proposed conservatee lacks capacity to give informed medical consent. PrC §
4. Verified declaration by petitioner to clarify that you have attended the
orientation class for unlicensed conservators pursuant to LR 7.416
The Court is waiting for these items:
A. Court Investigator’s Report
B. Nettie Stinson to appear or doctor’s declaration stating inability to appear or
waiver by counsel
Notes:
a) Order from State of Washington is lodged in court file.
b) Objection to Petition for Appointment of Conservator filed by Keith Stinson on
03/14/24
c) Keith Stinson’s Objection to Ex Parte Petition for Conservatorship filed 1-31-
2024.
d) Order Vacating Temporary Conservatorship filed 2-2-2024, stayed this
proceeding pending outcome of the proceeding in Washington.
SUPERIOR COURT OF CALIFORNIA, CONTRA COSTA COUNTY
PR - MARTINEZ-WAKEFIELD TAYLOR COURTHOUSE
COURT CALENDAR FOR JUNE 26, 2024
DEPARTMENT 33
JUDICIAL OFFICER: SHARA E BELTRAMO
Ruling
Estate of: Patricia Gunhouse
Jul 18, 2024 |
P24-00349
P24-00349 ESTATE OF: PATRICIA GUNHOUSE
9:00 AM HEARING IN RE: PETITION FOR PROBATE OF WILL AND FOR LETTERS TESTAMENTARY WITH IAEA
FILED ON 02/23/24 BY KRISTINA GUNHOUSE-VIGIL
Need:
1. Verified declaration by petitioner to include trustee of trust and trust
beneficiaries in Item # 8. PrC § 8002
2. Proof of mailing to anyone added by verified declaration, not already served
3. Order for Probate Form DE-140
SUPERIOR COURT OF CALIFORNIA, CONTRA COSTA COUNTY
PR - MARTINEZ-WAKEFIELD TAYLOR COURTHOUSE
COURT CALENDAR FOR JULY 18, 2024
DEPARTMENT 33
JUDICIAL OFFICER: SHARA E BELTRAMO
Ruling
Matter of: The Grigoriy Vilenskiy Revocable Living Trust, dated September 12, 2012
Jul 02, 2024 |
P24-00231
P24-00231 MATTER OF: THE GRIGORIY VILENSKIY REVOCABLE LIVING TRUST, DATED
SEPTEMBER 12, 2012
9:00 AM HEARING IN RE: PETITION TO APPROVE TRUSTEE'S RESIGNATION AND TO APPOINT SUCCESSOR
TRUSTEE FILED ON 02/07/2024 BY ALEKSANDR VILSENSKIY
Need:
1. Verified declaration by petitioner to state names, current addresses and
relationships of all persons entitled to receive notice. LR 7.112
2. Proof of mailing Judicial Council Form Notice of Hearing to all persons entitled
to receive notice. PrC § 17203
3. Copies of all trust instruments, including original trust dated in 2012, and all
amendments, besides the ones already provided. Ct. must conclude that the
trust was properly restated (i.e. that restatement is operative), which cannot be
done without review of prior documents. Ct. must conclude that 2019
amendment was proper, which cannot be done without review of the prior
amendments.
4. Proposed Order
SUPERIOR COURT OF CALIFORNIA, CONTRA COSTA COUNTY
PR - MARTINEZ-WAKEFIELD TAYLOR COURTHOUSE
COURT CALENDAR FOR JULY 2, 2024
DEPARTMENT 33
JUDICIAL OFFICER: MARK SCHMUCK
Ruling
Matter of: RICHARD N. DODGE FAMILY TRUST
Jun 27, 2024 |
P23-01308
P23-01308 MATTER OF: RICHARD N. DODGE FAMILY TRUST
9:00 AM HEARING IN RE: PETITION TO SUSPEND & REMOVE TRUSTEE RONALD E. DODGE, REQUEST TO
APPOINT JADE L. DODGE SUCCESSOR TRUSTEE, FOR ORDER APPROVING SETTLEMENT AGREEMENT,
ATTORNEYS' FEES FILED ON 07/18/23 BY JADE L. DODGE
Need:
1. Appearances to report status, including meet and confer.
2. Proof of mailing Judicial Council Form Notice of Hearing to all persons entitled
to receive notice, except Ronald Dodge who has responded. PrC § 17203
3. Proposed Order
Notes:
a) Response and Objection filed by Ronald Dodge 8-21-2023.
b) Reply filed 8-28-2023.
SUPERIOR COURT OF CALIFORNIA, CONTRA COSTA COUNTY
PR - MARTINEZ-WAKEFIELD TAYLOR COURTHOUSE
COURT CALENDAR FOR JUNE 27, 2024
DEPARTMENT 33
JUDICIAL OFFICER: SHARA E BELTRAMO
Ruling
Estate of MARC LENK
Jun 18, 2024 |
P24-00150
P24-00150 ESTATE OF MARC LENK
9:00 AM HEARING IN RE: PETITION FOR PROBATE OF WILL AND FOR LETTERS TESTAMENTARY FILED ON
01/25/2024 BY RAE LENK-ECKHOLM
Need:
1. Lodge Original Will (w/legal process). PrC § 8200
If Original Will cannot be located, will also need:
2. Evidence to overcome presumption of revocation by the fact that the originals
cannot be located. PrC § 6124
3. Proof of mailing notice that will/codicil is lost. PrC § 1202
4. Proof of Subscribing Witness Form DE-131. PrC § 8220.
5. Proposed Order for Probate Form DE-140 with copy of Will attached, if lost will
is to be admitted
SUPERIOR COURT OF CALIFORNIA, CONTRA COSTA COUNTY
PR - MARTINEZ-WAKEFIELD TAYLOR COURTHOUSE
COURT CALENDAR FOR JUNE 18, 2024
DEPARTMENT 33
JUDICIAL OFFICER: SHARA E BELTRAMO
Ruling
Guardianship of: NAOMI BOYKINS
Jul 12, 2024 |
P24-00785
P24-00785 GUARDIANSHIP OF: NAOMI BOYKINS
9:30 AM HEARING IN RE: PETITION FOR APPOINTMENT OF GUARDIAN OF THE PERSON ONLY FILED ON
5/13/2024 BY KEISHA THOMPSONSCOTT
Petitioner, biological mother, still must do the following:
1. Appear at the hearing
2. Do one or the other, but not both: (1) Have a copy of the Notice of Hearing and
Petition Form GC-210 personally served on minor and file Proof of Service or
(2) have minor sign a consent and waiver form (GC-211)
3. Do one or the other, but not both: (1) Have a copy of the Notice of Hearing,
Petition Form GC-210 and Order Appointing Temporary Guardian personally
served on mother and file Proof of Service or have her sign a consent and
waiver form (GC-211); OR (2) if she cannot be found, submit a declaration
(GC-02) explaining what efforts have been made to find her. CRC 7.52
4. Have a copy of the Notice of Hearing and petition mailed to State Department
of Social Services at 744 P Street MS-3-34, Sacramento, CA 95814. Then file
a Proof of Service By Mail with the court. PrC § 1542
5. File a verified declaration to address Item # 3 of Confidential Guardian
Screening Form GC-212
The Court is waiting for these items:
Court Investigator’s Report
Note: No temporary orders are currently in place.
SUPERIOR COURT OF CALIFORNIA, CONTRA COSTA COUNTY
PR - MARTINEZ-WAKEFIELD TAYLOR COURTHOUSE
COURT CALENDAR FOR JULY 12, 2024
DEPARTMENT 33
JUDICIAL OFFICER: SHARA E BELTRAMO
Document
CASEY ALLEN FRAZIER
Jul 15, 2024 |
2ND CIRCUIT DIVISION 5 |
DECEDENT ESTATE ADMINISTRATION |
DECEDENT ESTATE ADMINISTRATION |
18PR-24-163