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Oct 10, 2018 Ventura County
The court set this hearing "to determine the Public Administrator's success in locating all identified prospective heirs of decedent's estate." And stated the petition to determine entitlement would trail.
The court also ordered that Loretta Weeden and Rosalinda Harris "turn over all assets, books and r... -
Oct 10, 2018 Ventura County
Why was this petition regarding the George F. Ryan, III, Trust was filed in a new action when a prior case concerning the same trust (Case No. 2018-00513148) already was pending and the trustee and her counsel were aware of this fact?
The Court intends to consolidate the two actions for all purposes. -
Oct 10, 2018 Ventura County
Proof of publication must be filed. Duties and Liabilities Acknowledgment also to be filed. Assuming the submission of both documents, the court shall appoint Andrea Niehenke as executor of the estate of Sue Ellen Driver with full IAEA authority subject to bond in the amount of $900,000.
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Oct 10, 2018 Ventura County
Approve successor trustee's first , second and final accounts and report. Authorize trustee fees and costs of $3000.60 for trust services rendered through June 20, 2018. Approve attorney fees to Ms. McConville of $12,179.65 for attorney services rendered through September 5, 2018, of which $4,250.50 remain...
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Oct 10, 2018 Ventura County
This case and Case No. 516727 will be consolidated for all purposes, as they concern the same trust and the same parties.
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See notes for Case No. 516727. -
Oct 10, 2018 Ventura County
Continue for proper notice to beneficiaries. Probate Code 17203. If notice has been given and if proof of service is filed, approve first and second (and final) account of Petitioner. Approve payment of attorneys fees in the amount of $5,429.90. Approve payment to trustee in the amount of $2,404.14. Approv...
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Oct 10, 2018 Ventura County
A final account is waived. Approve the report. Approve $11,900 in statutory compensation each to Petitioner and to his counsel unless Petitioner can show that the $122.75 refund was real income rather than a refund of a disbursement made by the estate. Approve the cost reimbursement of $25 to Petitioner. T...
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Oct 10, 2018 Ventura County
Continue for notice to beneficiaries (Probate Code section 17203). If notice has been given and proof of service is filed at hearing, grant petition and confirm that CBS and Viacom shares are assets of the Kenneth Thomaier Trust and that Carol Sue Thomaier is the successor trustee of such trust.
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Oct 10, 2018 Ventura County
Approve 7th account and report. Authorize payment of trustee fees in the amount of $5,931.40. Authorize payment of attorney's fees in the amount of $3,363.50. Authorize increase in trustee's bond to $995,000.
Approve restatement of trust (Probate Code §15409(a)) subject to the following: (1) Article IV,... -
Oct 09, 2018 Ventura County
Tentative Ruling issued by Amber Rodriguez, Judge Pro Tem presiding on 10/9/18:
According to V3, the case was transferred out on 8/31/18. On 10/1/18, a receipt and a notice of transfer from the Orange County Court were received. Accordingly, it appears that the transfer has been completed and this matte... -
Oct 09, 2018 Ventura County
Tentative Ruling issued by Amber Rodriguez, Judge Pro Tem presiding on 10/9/18:
The care plan was timely filed by Co-Conservators on July 31, 2018. The court has reviewed the care plan, and it is complete. No appearance is required.
The next previously scheduled hearing is on November 6, 2018, to rev... -
Oct 09, 2018 Ventura County
Tentative Ruling issued by Amber Rodriguez, Judge Pro Tem presiding on 10/9/18:
Conservator's biennial status report was timely filed on August 30, 2018. The court has reviewed the status report, and it is complete. No appearance is required.
The next biennial status report shall be filed on or befor... -
Oct 09, 2018 Ventura County
Tentative Ruling issued by Amber Rodriguez, Judge Pro Tem presiding on 10/9/18:
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Status Report: Not filed as of 10/03/18; was due to be filed by 09/07/18.
The Court intends to set for OSC re failure to file biennial status report. -
Oct 09, 2018 Ventura County
Tentative Ruling issued by Amber Rodriguez, Judge Pro Tem presiding on 10/9/18:
Limited Conservator's biennial status report was timely filed on August 14, 2018. The court has reviewed the status report, and it is complete. No appearance is required.
The next biennial status report shall be filed on ... -
Oct 09, 2018 Ventura County
Tentative Ruling issued by Amber Rodriguez, Judge Pro Tem presiding on 10/9/18:
Guardian's annual status report was timely filed on August 6, 2018.
The court has reviewed the status report and it is complete. No appearance is required.
The next annual status report shall be filed on or before Augu... -
Oct 09, 2018 Ventura County
Tentative Ruling issued by Amber Rodriguez, Judge Pro Tem presiding on 10/9/18:
The care plan was timely filed by Limited Conservator on August 24, 2018. The court has reviewed the care plan, and it is complete. No appearance is required.
The next previously scheduled hearing is on November 6, 2018, ... -
Oct 09, 2018 Ventura County
Tentative Ruling issued by Amber Rodriguez, Judge Pro Tem presiding on 10/9/18:
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Status Report: Not filed as of 10/03/18; was due 09/12/18.
The Court intends to set for OSC re failure to file annual status report. -
Oct 09, 2018 Ventura County
Tentative Ruling issued by Amber Rodriguez, Judge Pro Tem presiding on 10/9/18:
Conservator's biennial status report was timely filed on August 29, 2018.
The court has reviewed the status report and it is complete. No appearance is required.
The next biennial status report shall be filed on or bef... -
Oct 09, 2018 Ventura County
Tentative Ruling issued by Amber Rodriguez, Judge Pro Tem presiding on 10/9/18:
The care plan was timely filed by Conservator on September 4, 2018. The court has reviewed the care plan, and it is complete. No appearance is required.
The next previously scheduled hearing is on November 6, 2018, to rev... -
Oct 09, 2018 Ventura County
Tentative Ruling issued by Amber Rodriguez, Judge Pro Tem presiding on 10/9/18:
Limited Conservator's biennial status report was timely filed on September 4, 2018. The court has reviewed the status report, and it is complete. No appearance is required.
The next biennial status report shall be filed o... -
Oct 09, 2018 Ventura County
Tentative Ruling issued by Amber Rodriguez, Judge Pro Tem presiding on 10/9/18:
Co-Conservator' biennial status report was filed September 17, 2018.
The court has reviewed the status report and it is complete. No appearance is required.
The next biennial status report shall be filed on or before J... -
Oct 09, 2018 Ventura County
Tentative Ruling issued by Amber Rodriguez, Judge Pro Tem presiding on 10/9/18:
The Provisional Order Accepting Transfer to Utah (Carbon County) has been received by the court. Accordingly, the court intends to issue its Final Order Confirming the Transfer to Utah (Carbon County). A status hearing will ... -
Oct 09, 2018 Ventura County
Tentative Ruling issued by Amber Rodriguez, Judge Pro Tem presiding on 10/9/18:
This matter is on for a hearing regarding approval of medical treatment for the conservatee. The court has not received a Notice of Hearing for this matter.
Notice issue aside for a moment, the conservators currently have... -
Oct 09, 2018 Ventura County
Tentative Ruling issued by Amber Rodriguez, Judge Pro Tem presiding on 10/9/18:
At the last hearing on this matter, the court ordered the Conservator, Beatriz Orozco, to appear personally for the October 9, 2018 hearing.
Although the Biennial Status Report was received by this court, it was not until...
