Probate Department Tentative Rulings for Wednesday

Probate

Courtroom 2D

Hon. John Grandsaert

December 1, 2021 9:00 AM

If a court appearance is required, parties must appear remotely through Zoom Video.

Zoom video strongly preferred by the Court. Zoom audio is only to be used if video is unavailable.

Please check in with the clerk by 8:45 am.

Zoom Video Information

Zoom Phone-Only Information Please Note: You must join by dialing in from a telephone; credentials will not work from a tablet or PC

Click on this link to join the Zoom meeting (no meeting ID or passcode required):

Meeting ID: 161 809 3162

PASSWORD: 355238

Phone number: 1 (669)-254-5252

Meeting ID: 161 809 3162

PASSWORD: 355238

 

Approved - Non-Appearance

Appearance

Continued or Dropped Matters

 

Case No

Case Name

Case No

Case Name

Zoom OK?

Case No

Case Name

 

16-00117

Conservatorship of Karen Sue Jacobson (line 1, 2) Fifth Trust Accounts and Petition for Settlement of Fifth Accounts, Fifth Status Report, Modification of Bond//The conservatorship shall continue and be reviewed in two (2) years; The Fifth Trust Accounts are approved; Trust Bond is fixed at $1,783,400; Fees requested by conservator are approved; Fees and reimbursements requested by counsel are approved; The assessment amount of $850 for the cost of this investigation is ordered to be paid from the trust to the Superior Court of California, County of San Mateo, within fifteen (15) days; The court waives the requirement of an in-person interview by the court investigator for the present review;  The court continues the holiday gift authority granted to the conservator in March of 2020;  The court continues the personal allowance authority of $525.00 per month funded by a Tru-Link card for the Conservatee’s personal allowance

18-01076

Conservatorship of Jill C. Plough (line 5) Third Account and Report of Conservator and Petition for Its Settlement; Third Account and Report of Trustee and Petition for Its Settlement; Request for Conservator's and Trustee's Fees and Attorneys' Fees and Costs//**DENIED without prejudice for failure to file a two-part Final Account of the Conservatorship that complies with the requirements of Probate Code §2620(b), and failure to file financial statements as required by Probate Code §2620(c)

Yes

 

**Appearance Optional, However, failure to appear will be viewed as waiver of oral argument and the court may issue an order that differs from the tentative ruling based on argument presented by those who attend, or based on further consideration of the papers.

 

*Appearance Ordered, Failure to Appear may cause Petition to be Denied or Opposition Stricken

16-00132

Conservatorship of Walter Chung (line 3) Conservatorship Review, Biennial//The conservatorship shall continue and be reviewed in two (2) years; The assessment amount of $850 for the cost of this investigation is ordered and deferred until the court determines sufficient funds exist; The court waives the requirement of an in-person interview by the court investigator for the present review

19-00826

In Re the Matter of the Rose Chin Swan Sio-Chen Revocable Trust Agreement Dated November 24, 1993, as Amended and Restated (line 6) Motion to Enforce Settlement Agreement//*APPEARANCE REQUIRED

Yes

117428-A

Conservatorship of Linda Turner (line 7) Notice of Death of Conservatee and Petition for Final Account//The Biennial Review of the conservatorship is DROPPED due to notification that the Conservatee passed away; Hearing on the Notice of Death and the Final Account of the Conservator is scheduled for February 25, 2022 at 9:00 am

 

16-00199

Conservatorship of Ruba Haddad (line 4) Conservatorship Review, Biennial//The conservatorship shall continue and be reviewed in two (2) years; The assessment amount of $850 for the cost of this investigation is ordered and deferred until the court determines sufficient funds exist; The court waives the requirement of an in-person interview by the court investigator for the present review

21-00082

Conservatorship of Ingrid H Rempel (line 9) First and Final Account and Report of Temporary Conservator of the Person and Estate and Petition for (1) Settlement of Account; (2) Authorization to Pay Fees to Temporary Conservator and Her Attorneys; and (3) Discharge of Temporary Conservator//**DENIED without prejudice for failure to submit supporting financial statements as required by Probate Code §2620(c)

Yes

 

 

 

20-00281

Estate of Nancy Elizabeth Thompson (line 8) Petition for Final Distribution//GRANTED absent cogent objection

21-00366

The Bier Living Trust, Dated 6/20/1988 (line 10) Status Hearing//*APPEARANCE REQUIRED; additional information needed re consents/settlements, particularly re grandchildren provisions

Yes

 

 

 

21-00833

Shevlin De La Roza Trust Agreement Dated December 27, 2007 (line 12) Petition for Instructions Regarding Distribution of Trust//GRANTED absent cogent objection

21-00621

In the Matter of the James and Martha Hodges Family Trust, Dated January 20, 1993 (line 11) Status Hearing//*APPEARANCE REQUIRED

Yes

 

 

 

21-00855

Estate of Fern Leburkien (line 13) Letters of Administration Hearing with ATA//GRANTED absent cogent objection

21-01166

Guardianship of Brayan Biliberto Callejas Velis (line 15, 16) SIJF, Appointment of Guardian for Person of the Minor//*IN-PERSON APPEARANCE REQUIRED; SIJF GRANTED based on abandonment only; Guardianship Appointment GRANTED in accordance with SIJF; SIJF order required

No

 

 

 

21-00886

Estate of Francisco Tremillo-Torres (line 14) Letters of Administration Hearing with ATA//GRANTED absent cogent objection

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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