The Honorable Roger L. Lund

Ventura County Superior Court, Department J6

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Biography

The Hon. Roger L. Lund is a judge for the Ventura County Superior Court in California. He was appointed to the bench in 2009 by former governor Arnold Schwarzenegger. He filled the vacancy created in September 2006 by bill SB 56. The legislation authorized the appointment of 50 superior court judges apportioned over the course of a three-year period.

He is a registered Republican.

Judge Lund received his B.A. from Brigham Young University. He went on to earn his J.D. from Pepperdine University School of Law.

Prior to his appointment to the bench, Lund had served as a court commissioner for the Ventura County Superior Court since 2008. He also served as a principal and officer for the American Law Center for four years beginning in 2004, and an associate and principal at the Law Offices of Gose, Lechman, and Lund starting in 1995.

Recent Rulings by Hon. Roger L. Lund

  • IN THE MATTER OF BARBARA PETERSON

    Aug 18, 2020 |  Ventura County

    The care plan was timely filed by Conservator on 9/6/19. The court has reviewed the plan, and it is complete. No appearance is required.

    The next previously scheduled hearing is on 8/18/20 to review the filing / sufficiency of the status report due on or before 7/20/20.

    ...

  • IN THE MATTER OF BARBARA PETERSON

    Aug 18, 2020 |  Ventura County

    The care plan was timely filed by Conservator on 9/6/19. The court has reviewed the plan, and it is complete. No appearance is required.

    The next previously scheduled hearing is on 8/18/20 to review the filing / sufficiency of the status report due on or before 7/20/20.

    ...

  • CNSVSHIP OF JESUS ROBLES MERAZ

    Aug 12, 2020 |  Ventura County

    Public Guardian, Conservator, was ordered by the Court on 2/25/20 to deposit $170,000.00 into a new blocked account at Wells Fargo. In addition, PG was ordered to open a new blocked account at Union Bank in the amount of $240,000.00.

    On 7/07/20, the Court granted Attorney Davis' request for continu...

  • IN RE THE JOSEFA SEMENCHUK TRUST

    Aug 12, 2020 |  Ventura County

    1. OSC re Contempt Against Jose Cuevas for Failure to File the Account & Report 2. Review Hearing re Post-mediation Status

    3. Account & Report re Amended Account & Report

    4. Account & Report for Period of Death etc.

    5. Review Hearing re Preliminary Injunction

    6. Trial Settin...

  • IN RE: GOLDBERG FAMILY CREDIT SHELTER TRUST

    Aug 12, 2020 |  Ventura County

    1. Review Hearing re Status for Discovery

    2. Petition for Settlement of Final Account; Fees; Final Distribution (Trailing) 3. Petition for Breach of Trust by the Trustee; Appointment by Court of Successor Trustee; and Confirmation of Trust Assets and Instructions to the Court Appointed Successor Tr...

  • IN THE MATTER OF THE KUBOVEC FAMILY TRUST

    Aug 12, 2020 |  Ventura County

    Second Accounting of David M. Harriger, Trustee; Fees

    ****************

    The Second Account by the trustee David Harriger was heard on 7/8/20. Candis Soltau filed her objections to the account and the fees requested for approval. At the 7/8 hearing, the Court declined the request for a forens...

  • IN THE MATTER OF ERIC ROSENBERG

    Aug 12, 2020 |  Ventura County

    OSC re Failure to File Petition for Final Distribution

    ***************

    On 6/6/19, the Court ordered the administrator's counsel to file an I&A by 9/4/19 and to file a petition for final distribution by 11/27/19. On 11/22/19, the I&A was filed. No petition for final distribution was filed.

  • IN THE MATTER OF NATHANIEL RAY BAKER

    Aug 12, 2020 |  Ventura County

    The family tree for decedent attached as Exh. E appears to be missing a portion; the right side of the page appears cut off. Also, the copy is difficult to read in the darkened portions. Petitioner is directed to file and serve a complete and more legible copy. The Court intends to continue the hearing for...

  • IN RE THE ROCKETT LIVING TRUST DTD. JANUARY 25, 2017

    Aug 12, 2020 |  Ventura County

    Hearing: Petition For Instructions Re Trust Validity and Approval of Trust Revocation ******************

    Petitioner has not discussed how Art. VI section 5.A. will apply with the requested action.

    It does appear that the power to revoke or terminate the trust in whole (Art. VI section 5.C(1...

  • IN RE SHEILA VOIGT 2019 TRUST, EST 01/06/2020

    Aug 12, 2020 |  Ventura County

    Service of the notice of hearing and a copy of the petition on Bank of America does not comply with Prob. C. § 851(a)(2).

    Subject to compliance with § 851(a)(2), the Court intends to grant the petition. _________________

    The court discourages in-person appearances in Department J6 during th...

  • IN RE THE PATRICIA A CURLEY FAMILY TRUST

    Aug 12, 2020 |  Ventura County

    Need acceptance of nomination as successor trustee by Karen Manheimer. Upon filing of acceptance of nomination, grant.

    Proposed Order to be lodged prior to hearing per Local Rule 10.00.D.1. __________________

    The court discourages in-person appearances in Department J6 during the COVID-19 p...

  • IN RE SHEILA VOIGT 2019 TRUST, EST 01/06/2020

    Aug 12, 2020 |  Ventura County

    Service of the notice of hearing and a copy of the petition on Bank of America does not comply with Prob. C. § 851(a)(2).

    Subject to compliance with § 851(a)(2), or waiver by BofA, the Court intends to grant the petition. _________________

    The court discourages in-person appearances in Depa...

  • IN THE MATTER OF HOLLY BETH YORK

    Aug 12, 2020 |  Ventura County

    Approve account and report. Approve voluntarily reduced statutory attorney fees of $4,500.00. Approve proposed distribution consistent with intestate succession. (Probate Code 6401)

    Proposed Order to be lodged prior to hearing per Local Rule 10.00.D.1. __________________

    The court discourag...

  • IN THE MATTER OF BRIAN ROCHELEAU

    Aug 12, 2020 |  Ventura County

    The notice of hearing mailed on 7/13/20 gives the wrong hearing time of 8:30 AM. The correct time of the hearing is 9:00 AM.

    Petitioner Bruce Rocheleau states in the amended petition that a supplemental inventory and appraisal ("I&A:") was filed showing a value of $1,843,434.04. The court docket sh...

  • IN RE THE MARTHA S. WHITE SURVIVOR'S TRUST

    Aug 12, 2020 |  Ventura County

    Hearing: 1) Second Account Current and Report of Interim Trustee; 2) Second Status Report of Interim Trustee, Request for Interim Trustee Compensation and Request for Attorney's Fees and Costs

    TRAILING: 3) Review Hearing re: Forensic Accounting; 4) First Status Report of Trustee; 5) Account and Rep...

  • IN RE THE JOY RANDOLPH COLLOM REVOCABLE TRUST DTD. JULY 11, 1996

    Aug 12, 2020 |  Ventura County

    DE-120 mailed 02/19/2020 for the April 1, 2020 hearing date (26 –days from 02/19/2020 -03/15/2020) only to Mr. Shapiro (respondent's attorney). Probate Code §1214 and CRC 7.51 states notice to the attorney is in addition to notice to the individual.

    The DE-120 sent for the 07/09/2020 hearing was ag...

  • IN RE THE REVOCABLE INTER VIVOS TRUST OF JOHN D. ELVIDGE

    Aug 12, 2020 |  Ventura County

    On 6/22/20, Petitioner Mary Dorsey Elvidge filed an amended petition for instruction and for determination of entitlement to estate distribution. (Prob. C. §§ 21600 et seq.) No DE-120 was filed regarding the amended petition. The Court's Tentative Ruling posted on 7/1/20 inquired as to whether any notice w...

  • IN THE MATTER OF PETER DUBOSE

    Aug 11, 2020 |  Ventura County

    Limited Conservator's biennial status report was originally due by 2/21/20. On 4/21/20, the Court ordered the biennial status report to be filed on or before 8/04/20 and set an OSC hearing re Failure to File Biennial Status Report for 8/11/20, 10:30 am, J6. The mandatory appearance of Conservator Dorothy K...

  • IN THE MATTER OF BLANCA ESTELA FIERRO

    Aug 11, 2020 |  Ventura County

    Co-Conservators' biennial status report was filed on 07/27/20. 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 06/02/22, and set for a filing/sufficiency hearing on 07/05/22, at 10:30 AM, in J6.

    ...

  • IN THE MATTER OF PATRICIA KENNEDY

    Aug 11, 2020 |  Ventura County

    On 03/13/2020.Conservator Jan Gomez filed the Confirmation of Viewing Conservatorship Video (VN182). This part of the OSC can be vacated.

    As of 8/04/20, at 4:57 pm, no I&A has been filed. No bond has been set nor filed.

    On 06/10/2020 A Notice of Opening or Changing a Guardianship Account or...

  • IN THE MATTER OF CALEB STEVEN BUNDY

    Aug 11, 2020 |  Ventura County

    Limited Co-Conservators' biennial status report was filed on 07/06/20. The Court has reviewed the status report and it is incomplete.

    The Court advises that the form VN233 was revised July 2019 and it now requires that if the Conservatee is a client of Tri-Counties Regional Center, the Conservators...

  • IN THE MATTER OF DAISY GONZALEZ

    Aug 11, 2020 |  Ventura County

    The Care Plan was due on 8/04/20 and was filed early by Limited Co-Conservators on 07/22/20. The Court has reviewed the Care Plan and it is incomplete. Page 4 of the GC-355 form is missing, therefore there is no signature of conservator(s) under penalty of perjury.

    If the report is filed again, inc...

  • IN THE MATTER OF CAMILLE FAYE WELTMAN

    Aug 11, 2020 |  Ventura County

    Hearing: Review Hearing Re: Filing of MC-356 Re: Balance of Guardianship Monies *******************

    The Receipt and Acknowledgment of Order For Deposit of Money Into Blocked Account (MC-356) for the balance of the funds has not been filed as of 08/04/2020.

    Discuss.

    Set for review he...

  • IN THE MATTER OF ARACELLI FERNANDEZ

    Aug 11, 2020 |  Ventura County

    Limited Conservator's biennial status report was due on 08/0420 and was filed timely on 07/08/20. As of 8/05/20, it has not been filed. Unless the report is filed before the hearing, the Court will set an OSC re Failure to File Annual Status Report and require the mandatory appearance by Conservator Donna ...

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Recent Rulings by Hon. Roger L. Lund

  • IN THE MATTER OF BARBARA PETERSON

    Aug 18, 2020 |  Ventura County

    The care plan was timely filed by Conservator on 9/6/19. The court has reviewed the plan, and it is complete. No appearance is required.

    The next previously scheduled hearing is on 8/18/20 to review the filing / sufficiency of the status report due on or before 7/20/20.

    ...

  • IN THE MATTER OF BARBARA PETERSON

    Aug 18, 2020 |  Ventura County

    The care plan was timely filed by Conservator on 9/6/19. The court has reviewed the plan, and it is complete. No appearance is required.

    The next previously scheduled hearing is on 8/18/20 to review the filing / sufficiency of the status report due on or before 7/20/20.

    ...

  • CNSVSHIP OF JESUS ROBLES MERAZ

    Aug 12, 2020 |  Ventura County

    Public Guardian, Conservator, was ordered by the Court on 2/25/20 to deposit $170,000.00 into a new blocked account at Wells Fargo. In addition, PG was ordered to open a new blocked account at Union Bank in the amount of $240,000.00.

    On 7/07/20, the Court granted Attorney Davis' request for continu...

  • IN RE THE JOSEFA SEMENCHUK TRUST

    Aug 12, 2020 |  Ventura County

    1. OSC re Contempt Against Jose Cuevas for Failure to File the Account & Report 2. Review Hearing re Post-mediation Status

    3. Account & Report re Amended Account & Report

    4. Account & Report for Period of Death etc.

    5. Review Hearing re Preliminary Injunction

    6. Trial Settin...

  • IN RE: GOLDBERG FAMILY CREDIT SHELTER TRUST

    Aug 12, 2020 |  Ventura County

    1. Review Hearing re Status for Discovery

    2. Petition for Settlement of Final Account; Fees; Final Distribution (Trailing) 3. Petition for Breach of Trust by the Trustee; Appointment by Court of Successor Trustee; and Confirmation of Trust Assets and Instructions to the Court Appointed Successor Tr...

  • IN THE MATTER OF THE KUBOVEC FAMILY TRUST

    Aug 12, 2020 |  Ventura County

    Second Accounting of David M. Harriger, Trustee; Fees

    ****************

    The Second Account by the trustee David Harriger was heard on 7/8/20. Candis Soltau filed her objections to the account and the fees requested for approval. At the 7/8 hearing, the Court declined the request for a forens...

  • IN THE MATTER OF ERIC ROSENBERG

    Aug 12, 2020 |  Ventura County

    OSC re Failure to File Petition for Final Distribution

    ***************

    On 6/6/19, the Court ordered the administrator's counsel to file an I&A by 9/4/19 and to file a petition for final distribution by 11/27/19. On 11/22/19, the I&A was filed. No petition for final distribution was filed.

  • IN THE MATTER OF NATHANIEL RAY BAKER

    Aug 12, 2020 |  Ventura County

    The family tree for decedent attached as Exh. E appears to be missing a portion; the right side of the page appears cut off. Also, the copy is difficult to read in the darkened portions. Petitioner is directed to file and serve a complete and more legible copy. The Court intends to continue the hearing for...

  • IN RE THE ROCKETT LIVING TRUST DTD. JANUARY 25, 2017

    Aug 12, 2020 |  Ventura County

    Hearing: Petition For Instructions Re Trust Validity and Approval of Trust Revocation ******************

    Petitioner has not discussed how Art. VI section 5.A. will apply with the requested action.

    It does appear that the power to revoke or terminate the trust in whole (Art. VI section 5.C(1...

  • IN RE SHEILA VOIGT 2019 TRUST, EST 01/06/2020

    Aug 12, 2020 |  Ventura County

    Service of the notice of hearing and a copy of the petition on Bank of America does not comply with Prob. C. § 851(a)(2).

    Subject to compliance with § 851(a)(2), the Court intends to grant the petition. _________________

    The court discourages in-person appearances in Department J6 during th...

  • IN RE THE PATRICIA A CURLEY FAMILY TRUST

    Aug 12, 2020 |  Ventura County

    Need acceptance of nomination as successor trustee by Karen Manheimer. Upon filing of acceptance of nomination, grant.

    Proposed Order to be lodged prior to hearing per Local Rule 10.00.D.1. __________________

    The court discourages in-person appearances in Department J6 during the COVID-19 p...

  • IN RE SHEILA VOIGT 2019 TRUST, EST 01/06/2020

    Aug 12, 2020 |  Ventura County

    Service of the notice of hearing and a copy of the petition on Bank of America does not comply with Prob. C. § 851(a)(2).

    Subject to compliance with § 851(a)(2), or waiver by BofA, the Court intends to grant the petition. _________________

    The court discourages in-person appearances in Depa...

  • IN THE MATTER OF HOLLY BETH YORK

    Aug 12, 2020 |  Ventura County

    Approve account and report. Approve voluntarily reduced statutory attorney fees of $4,500.00. Approve proposed distribution consistent with intestate succession. (Probate Code 6401)

    Proposed Order to be lodged prior to hearing per Local Rule 10.00.D.1. __________________

    The court discourag...

  • IN THE MATTER OF BRIAN ROCHELEAU

    Aug 12, 2020 |  Ventura County

    The notice of hearing mailed on 7/13/20 gives the wrong hearing time of 8:30 AM. The correct time of the hearing is 9:00 AM.

    Petitioner Bruce Rocheleau states in the amended petition that a supplemental inventory and appraisal ("I&A:") was filed showing a value of $1,843,434.04. The court docket sh...

  • IN RE THE MARTHA S. WHITE SURVIVOR'S TRUST

    Aug 12, 2020 |  Ventura County

    Hearing: 1) Second Account Current and Report of Interim Trustee; 2) Second Status Report of Interim Trustee, Request for Interim Trustee Compensation and Request for Attorney's Fees and Costs

    TRAILING: 3) Review Hearing re: Forensic Accounting; 4) First Status Report of Trustee; 5) Account and Rep...

  • IN RE THE JOY RANDOLPH COLLOM REVOCABLE TRUST DTD. JULY 11, 1996

    Aug 12, 2020 |  Ventura County

    DE-120 mailed 02/19/2020 for the April 1, 2020 hearing date (26 –days from 02/19/2020 -03/15/2020) only to Mr. Shapiro (respondent's attorney). Probate Code §1214 and CRC 7.51 states notice to the attorney is in addition to notice to the individual.

    The DE-120 sent for the 07/09/2020 hearing was ag...

  • IN RE THE REVOCABLE INTER VIVOS TRUST OF JOHN D. ELVIDGE

    Aug 12, 2020 |  Ventura County

    On 6/22/20, Petitioner Mary Dorsey Elvidge filed an amended petition for instruction and for determination of entitlement to estate distribution. (Prob. C. §§ 21600 et seq.) No DE-120 was filed regarding the amended petition. The Court's Tentative Ruling posted on 7/1/20 inquired as to whether any notice w...

  • IN THE MATTER OF PETER DUBOSE

    Aug 11, 2020 |  Ventura County

    Limited Conservator's biennial status report was originally due by 2/21/20. On 4/21/20, the Court ordered the biennial status report to be filed on or before 8/04/20 and set an OSC hearing re Failure to File Biennial Status Report for 8/11/20, 10:30 am, J6. The mandatory appearance of Conservator Dorothy K...

  • IN THE MATTER OF BLANCA ESTELA FIERRO

    Aug 11, 2020 |  Ventura County

    Co-Conservators' biennial status report was filed on 07/27/20. 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 06/02/22, and set for a filing/sufficiency hearing on 07/05/22, at 10:30 AM, in J6.

    ...

  • IN THE MATTER OF PATRICIA KENNEDY

    Aug 11, 2020 |  Ventura County

    On 03/13/2020.Conservator Jan Gomez filed the Confirmation of Viewing Conservatorship Video (VN182). This part of the OSC can be vacated.

    As of 8/04/20, at 4:57 pm, no I&A has been filed. No bond has been set nor filed.

    On 06/10/2020 A Notice of Opening or Changing a Guardianship Account or...

  • IN THE MATTER OF CALEB STEVEN BUNDY

    Aug 11, 2020 |  Ventura County

    Limited Co-Conservators' biennial status report was filed on 07/06/20. The Court has reviewed the status report and it is incomplete.

    The Court advises that the form VN233 was revised July 2019 and it now requires that if the Conservatee is a client of Tri-Counties Regional Center, the Conservators...

  • IN THE MATTER OF DAISY GONZALEZ

    Aug 11, 2020 |  Ventura County

    The Care Plan was due on 8/04/20 and was filed early by Limited Co-Conservators on 07/22/20. The Court has reviewed the Care Plan and it is incomplete. Page 4 of the GC-355 form is missing, therefore there is no signature of conservator(s) under penalty of perjury.

    If the report is filed again, inc...

  • IN THE MATTER OF CAMILLE FAYE WELTMAN

    Aug 11, 2020 |  Ventura County

    Hearing: Review Hearing Re: Filing of MC-356 Re: Balance of Guardianship Monies *******************

    The Receipt and Acknowledgment of Order For Deposit of Money Into Blocked Account (MC-356) for the balance of the funds has not been filed as of 08/04/2020.

    Discuss.

    Set for review he...

  • IN THE MATTER OF ARACELLI FERNANDEZ

    Aug 11, 2020 |  Ventura County

    Limited Conservator's biennial status report was due on 08/0420 and was filed timely on 07/08/20. As of 8/05/20, it has not been filed. Unless the report is filed before the hearing, the Court will set an OSC re Failure to File Annual Status Report and require the mandatory appearance by Conservator Donna ...

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