On March 15, 2023 a
Order Approving Final Accounting Filed
was filed
involving a dispute between
O'Neal, Kenneth R,
and
for Petition for Probate of Will and for Letters Testamentary
in the District Court of San Bernardino County.
Preview
F L E
SUPERIOR COURT
I
D
OF CALIF
BETTY AUTON-BECK (St. Bar No. 132825) C§£§§E§£A§a$V~B§BNAR8§gm
'STR'CT
éogrgfegsiong Law (gorporeaggon
. tate treet, uite A
Redlands, CA 92373 JM“ 08 2024
‘
tele:(909)792—5882 By
fax: (909)792—5150
/
KIMBERLY HAN DEPUTY
ATTORNEY FOR Petitioner, KENNETH O'NEAL
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SUPERIOR COURT OF CALIFORNIA, COUNTY OF SAN BERNARDINO
Estate of
CASE NO. PR0882300309
JOHANNA LEE O NEAL- , ORDER APPROVING FINAL DISTRIBUTION 0N
WAIVER 0F ACCOUNT AND APPROVAL 0F
Deceased.
STATUTORY ATTORNEY'S FEES
Accounting Project
The petition for final distribution on waiver of account and for approval of statutory
attorney's fees, filed in this matter by KENNETH O'NEAL, Executor, was heard under
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submission without a hearing pursuant to the stipulation of all parties. Good cause appearing
to the satisfaction of the court, the court finds as follows:
OONQUI-bbJN—‘OCOONQLA&WNHO
1. Notice of the hearing has been waived by all parties.
2. All allegations of the petition are true.
3. JOHANNA LEE O’NEAL died testate on December 31, 2022, in, and was a resident
of the county of San Bernardino, state of California.
4. Decedent's Last Will and Testament dated December 29, 2010, was admitted to
probate by the court's minute order on April 27, 2023. and Letters Testamentary were issued
to petitioner on May 26, 2023, granting him full authority to administer this estate under
the Independent Administration of Estates Act.
5. The notice of death of the decedent has been published for the period and in the
LAW
manner prescribed by law. and the time forfiling or presenting claims has expired. No claims
were filed.
6. A|| debts of the decedent and of her estate have been paid. AII personal propeny
taxes due and payable by the estate have been paid.
\OOONOlli-bbJNu—a
7. All assets of the estate are the decedent's separate property.
8. No request for special notice have been filed in this proceeding.
IT IS THEREFORE ORDERED THAT
1. The administration of the estate of JOHANNA LEE O’NEAL. deceased, is brought
to a close.
2. All acts and transactions of KENNETH O’NEAL, as executor of the estate of the
decedent, as set forth in the Waiver of Account, are confirmed and approved.
3. The executor has in his possession a balance of $404,898.1 3. all of which is cash.
4. The Petition for Final Distribution on Waiver of Account and forApproval of Statutory
Attorney's Fees is allowed and settled.
5. Petitioner is authorized and directed to pay BETTY AUTON-BECK the sum of
$13,000.00 in discharge of statutory attorney's fees;
6. Petitionershall distribute the remaining assets in this estate, consisting of cash held
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in Northwestern Mutual Account No. “”4654, Northwestern Mutual Cert of Deposit, and
“\IONMQWNHOOWNQMbwwh-‘O
Northwestern Mutual Cert of Deposit, to KENNETH O'NEAL. Successor Trustee of the 201 0
AMENDMENTAND RESTATEMENT OF THEJOHANNA LEE O’NEAL REVOCABLE TRUST;
7. Any after-discovered property belonging to the decedent or to her estate, not now
known or later discovered. shall be distributed to KENNETH O’NEAL, Successor Trustee of
the 2010 AMENDMENT "AND RESTATEMENT OF THE JOHANNA LEE O‘NEAL
REVOCABLE TRUST.
8. Ex Parte Petition for Final Discharge is due by Q] [j 0(2025
DATED: // 9/:Y
/""——
I
g
Honorable Judge
Douglas K. Mann Page 2
Document Filed Date
January 10, 2024
Case Filing Date
March 15, 2023
Category
Petition for Probate of Will and for Letters Testamentary
Status
Under Court Supervision
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F L E SUPERIOR COURT I D OF CALIF BETTY AUTON-BECK (St. Bar No. 132825) C§£§§E§£A§a$V~B§BNAR8§gm 'STR'CT éogrgfegsiong Law (gorporeaggon . tate treet, uite A Redlands, CA 92373 JM“ 08 2024 ‘ tele:(909)792—5882 By fax: (909)792—5150 / KIMBERLY HAN DEPUTY ATTORNEY FOR Petitioner, KENNETH O'NEAL \OOOQamkkRNH SUPERIOR COURT OF CALIFORNIA, COUNTY OF SAN BERNARDINO Estate of CASE NO. PR0882300309 JOHANNA LEE O NEAL- , ORDER APPROVING FINAL DISTRIBUTION 0N WAIVER 0F ACCOUNT AND APPROVAL 0F Deceased. STATUTORY ATTORNEY'S FEES Accounting Project The petition for final distribution on waiver of account and for approval of statutory attorney's fees, filed in this matter by KENNETH O'NEAL, Executor, was heard under NNNNNNNNNHHHHn—dn—Ar—I—‘H— submission without a hearing pursuant to the stipulation of all parties. Good cause appearing to the satisfaction of the court, the court finds as follows: OONQUI-bbJN—‘OCOONQLA&WNHO 1. Notice of the hearing has been waived by all parties. 2. All allegations of the petition are true. 3. JOHANNA LEE O’NEAL died testate on December 31, 2022, in, and was a resident of the county of San Bernardino, state of California. 4. Decedent's Last Will and Testament dated December 29, 2010, was admitted to probate by the court's minute order on April 27, 2023. and Letters Testamentary were issued to petitioner on May 26, 2023, granting him full authority to administer this estate under the Independent Administration of Estates Act. 5. The notice of death of the decedent has been published for the period and in the LAW manner prescribed by law. and the time forfiling or presenting claims has expired. No claims were filed. 6. A|| debts of the decedent and of her estate have been paid. AII personal propeny taxes due and payable by the estate have been paid. \OOONOlli-bbJNu—a 7. All assets of the estate are the decedent's separate property. 8. No request for special notice have been filed in this proceeding. IT IS THEREFORE ORDERED THAT 1. The administration of the estate of JOHANNA LEE O’NEAL. deceased, is brought to a close. 2. All acts and transactions of KENNETH O’NEAL, as executor of the estate of the decedent, as set forth in the Waiver of Account, are confirmed and approved. 3. The executor has in his possession a balance of $404,898.1 3. all of which is cash. 4. The Petition for Final Distribution on Waiver of Account and forApproval of Statutory Attorney's Fees is allowed and settled. 5. Petitioner is authorized and directed to pay BETTY AUTON-BECK the sum of $13,000.00 in discharge of statutory attorney's fees; 6. Petitionershall distribute the remaining assets in this estate, consisting of cash held NNNNMNNNNHHn—nn—nflv—IH—t—A—t in Northwestern Mutual Account No. “”4654, Northwestern Mutual Cert of Deposit, and “\IONMQWNHOOWNQMbwwh-‘O Northwestern Mutual Cert of Deposit, to KENNETH O'NEAL. Successor Trustee of the 201 0 AMENDMENTAND RESTATEMENT OF THEJOHANNA LEE O’NEAL REVOCABLE TRUST; 7. Any after-discovered property belonging to the decedent or to her estate, not now known or later discovered. shall be distributed to KENNETH O’NEAL, Successor Trustee of the 2010 AMENDMENT "AND RESTATEMENT OF THE JOHANNA LEE O‘NEAL REVOCABLE TRUST. 8. Ex Parte Petition for Final Discharge is due by Q] [j 0(2025 DATED: // 9/:Y /""—— I g Honorable Judge Douglas K. Mann Page 2