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IN THE SUPERIOR COURT OF THE STATE OF CALIFORNIA IN AND
FOR THE COUNTY OF SAN MATEO
Probate
Department 1
Courtroom 2H
Hon. Leland Davis, III
May 25, 2023 - 9:00 AM
If an appearance by Zoom is
allowed, parties must appear through Zoom Video.
Zoom Audio is only to be
used if Zoom Video is unavailable.
Please check in with the
clerk by 8:45 AM.
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If a
tentative ruling contains “APPEARANCE ORDERED (Zoom allowed/not
allowed)”, failure to appear may cause the Petition to be denied or Opposition
stricken. If Zoom is not allowed, an in-person appearance is required.
If a tentative ruling
contains “APPEARANCE OPTIONAL”, failure to appear is a waiver of oral
argument and the Court may issue orders differing from the tentative
ruling. Zoom is allowed for all optional appearances.
If a tentative ruling
contains “NO APPEARANCE”, an appearance is not required, as the matter
has been pre-approved, continued, or dropped, as described.
You must notify the probate clerk
at dept1@sanmateocourt.org if you wish to be
heard in response to the tentative ruling. Any interested party who
wishes to be heard in opposition to a petition must notify all other
parties of the intent to appear. Both notifications must be completed no
later than 4:30 p.m. on the court day immediately preceding the day of
the hearing. Unless notification has been given as provided above, the
tentative ruling shall become the rulings of the Court.
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PRO119460
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CONSERVATORSHIP OF MICHELLE K. LIEUW
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Line 1
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Conservatee: LIEUW, MICHELLE K.
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Conservator: LIEUW, THERESA S. ( Pro Se)
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Father: LIEUW, KENNETH S. ( Pro Se)
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Payor: Payor
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Conservatorship
Review - Biennial
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TENTATIVE RULING:
NO APPEARANCE
The Conservatorship
shall continue and be reviewed in two (2) years; The matter is set on
September 18, 2023 for Petitioner to file a request for wavier of the
estate account or request to terminate the conservatorship of the
estate; The assessment amount of $850 for the cost of the Court's
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.
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PRO123880
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ESTATE OF VIDYAGAURI KANTILAL KHATRI
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PETITION TO APPROVE
ACCOUNTING OF FORMER ADMINISTRATOR OF THE ESTATE AND FOR PAYMENT OF
EXTRAORDINARY FEES FOR FORMER EXECUTOR AND HER ATTONEYS FROM DECEDENT'S
TRUST
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Line 2
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Petitioner: KHATRI, KOKILA PRADEEP ( VERNON, STEPHEN M.)
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Petitioner: KHATRI, PRADEEP KANTILAL ( SCHWARTZ, DAVID H
VERNON, STEPHEN M.
HILL, JOHN E)
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Petitioner: KHATRI, PRADEEP KANTILAL ( VERNON, STEPHEN
M.)
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Petitioner: KHATRI, RAJESHKUMAR ( SHJEFLO, WALTER E.
RILEY, SEAN P.
FOX, MICHAEL A.)
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Petitioner: KUBERA HOTELPROPERTY, LP ( VERNON, STEPHEN
M.)
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Petitioner: PEEKAY ENTERPRISES, INC ( VERNON, STEPHEN
M.)
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Petitioner: SELLS, LAURIE R ( KARLSTEN, MELISSA R.)
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Decedent: KHATRI, VIDYAGAURI KANTILAL
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Objector: KHATRI, PRADEEP KANTILAL ( VERNON, STEPHEN M.)
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Personal Representative: KHATRI, PRADEEP KANTILAL
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Participant: LAMBIE, RICHARD ( Pro Se)
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Payor: Payor
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Status Hearing
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TENTATIVE RULING:
APPEARANCE
OPTIONAL
CONTINUED to
September 25, 2023 for trial setting; The parties are ordered to
mediation within 90 days. Status Report to be filed 10 days before
the next hearing.
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19-PRO-01534
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Conservatorship of PADMA MOYER
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SECOND AND FINAL ACCOUNT OF CONSERVATORSHIP ESTATE, PETITION TO SETTLE
SECOND AND FINAL ACCOUNT, FINAL STATUS REPORT, PETITION TO DELIVER ESTATE
,AND PETITION FOR ALLOWANCE OF COMPENSATION TO PETITIONER'S ATTORNEYS AND
BOND REDUCTION
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Line 3, 4
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Proposed Conservatee: MOYER, PADMA ( MURPHY, JAMES W.)
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Petitioner: BOTNICK, MICHAEL ( ROMA, PATRICIA
PACKARD, DAVID R.)
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Conservatee: MOYER, PADMA ( MURPHY, JAMES W.)
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Proposed Conservator: PROFESSIONAL FIDUCIARY FROM COURT
PANEL
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Temporary Conservatee: MOYER, PADMA ( MURPHY, JAMES W.)
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Conservator: BOTNICK, MICHAEL ( ROMA, PATRICIA)
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Temporary Conservator: BOTNICK, MICHAEL ( ROMA,
PATRICIA)
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Conservatorship
Review - Biennial
Petition Hearing
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TENTATIVE RULING:
APPEARANCE
OPTIONAL
The Second and Final
Account is approved, bond is set at $706,000.00. Final discharge of
the conservator and discharge of bond may be obtained upon filing of
Ex Parte Petition for Final Discharge and Order mandatory judicial
council form DE-295/GC-395.
Fees requested by attorney Roma are denied as unreasonable and
not in compliance with requirements of California Rules of Court Rule
7.702. Costs are approved in the amount of $114.75. Attorney Packard
requested fees and costs are approved as requested.
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20-PRO-01398
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Estate of Patricia
Louise French
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Petition to Determine
Heirship
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Line 5
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Petitioner: Crenshaw, Peggy ( CAIN, THOMAS W)
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Petitioner: San Mateo County Public Administrator (
CRUZ, PETER H)
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Petitioner: Webster-Cox, Dionne Elizabeth ( Pro Se)
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Decedent: French, Patricia Louise
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Interested Party: French, Kirk A.
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Interested Party: My Inheritance Cash, LLC ( Pro Se)
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Interested Party: STATE OF CALIFORNIA FRANCHISE TAX
BOARD
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Interested Party: Waddles, Kevin
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Personal Representative: Webster-Cox, Dionne Elizabeth
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Proposed Personal Representative: Webster-Cox, Dionne
Elizabeth
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Other: AMERICAN RESEARCH BUREAU
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Petition Hearing
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TENTATIVE RULING:
APPEARANCE
OPTIONAL
Petition GRANTED
absent cogent objection.
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21-PRO-01136
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IN RE: THE SANTOS INGERSOLL TRUST DATED MARCH 9, 2015 AS
AMENDED AND RESTATED APRIL 24, 2020
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PETITION FOR
INSTRUCTIONS INSTRUCTING THE TRUSTEE AND FOR ORDER TO MODIFY AND
TERMINATE TRUSTS;ALLOWING PAYMENT OF THE TRUSTEE'S COMPENSATION; AWARD COSTS
AND FEES PURSUANT TO PROBATE CODESECTION 17211
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Line 6, 7
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Petitioner: Santos, Heather ( Pro Se)
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Decedent: INGERSOLL, JEFFREY D.
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Decedent: SANTOS, KATHERINE
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Guardian Ad Litem: ROWE, JESSICA L.
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Minor: SANTOS, MARLEY
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Respondent: Tandoc, Lisa ( BOBOWSKI, PAMELA C)
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Petition Hearing
Status Hearing
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TENTATIVE RULING:
APPEARANCE
OPTIONAL
An OSC shall
issue to Heather Santos as to why the Petition for Instructions
should not be GRANTED. The Guardian Ad Litem for Marley Santos is
ordered to file a report on whether the Petition for Instructions is
in the best interest of Marley Santos. CONTINUED to September 18,
2023 for further hearing.
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22-PRO-00156
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Conservatorship of Anton Jensen
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PETITION FOR
AUTHORITY TO EXECUTE AND FUND TRUST AND EXECUTE POUROVER WILL BY
SUBSTITUTED JUDGMENT, BRING TRUST UNDER CONTINUING COURT SUPERVISION, AND
SET TRUSTEE'S BOND AND EXONERATE CONSERVATORSHIP BOND
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Line 8
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Proposed Conservatee: Jensen, Anton ( KARLSTEN, MELISSA
R.)
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Petitioner: Jensen, Wallace ( EISENBERG, MARTA C.)
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Proposed Conservator: Jensen, Wallace
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Conservatee: Jensen, Anton ( KARLSTEN, MELISSA R.)
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Conservator: Jensen, Wallace
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Objector: CARRILLO, JAVIER A. ( Pro Se)
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Petition Hearing
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TENTATIVE RULING:
APPEARANCE
OPTIONAL
Petition GRANTED
absent cogent objection.
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22-PRO-00300
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Estate of Tony Jelincich
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First and Final Report
of Co-Executors on Waiver of Account and Petition for Allowance of
Statutory Compensation to Attorneys and Compensation to Attorneys for
Extraordinary Services and for Final Distribution (Petitions)
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Line 9
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Petitioner: Jelincich, Karina ( HARTOG, JOHN A.)
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Petitioner: Jelincich, Sarita ( HARTOG, JOHN A.)
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Decedent: Jelincich, Tony
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Interested Party: JELINCICH, KARMEN
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Interested Party: STATE OF CALIFORNIA FRANCHISE TAX
BOARD
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Personal Representative: Jelincich, Karina
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Personal Representative: Jelincich, Sarita
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Proposed Personal Representative: Jelincich, Karina
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Proposed Personal Representative: Jelincich, Sarita
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Beneficiary: Jelincich, Karmen
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Claimant: RENDIC, VINKA
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Claimant: STATE OF CALIFORNIA FRANCHISE TAX BOARD
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Petition for Final
Distribution
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TENTATIVE RULING:
NO APPEARANCE
Petition GRANTED
absent cogent objection.
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22-PRO-00424
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Estate of Nathalie
Sharpe
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PETITION FOR FINAL DISTRIBUTION
ON WAIVERS OF ACCOUNTING AND FOR ALLOWANCE OFORDINARY STATUTORY
COMPENSATION OF PERSONAL REPRESENTATIVE AND ATTORNEY
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Line 10
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Petitioner: Sharpe, Michael ( HANSON, PIPER L.)
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Decedent: Sharpe, Nathalie
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Personal Representative: Sharpe, Michael ( HANSON, PIPER
L.)
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Petition for Final
Distribution
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TENTATIVE RULING:
NO APPEARANCE
Petition GRANTED
absent cogent objection.
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23-PRO-00086
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Estate of Cynthia S
Christopher
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Line 11
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Petitioner: Soriano, Carlos C ( BARNES, DOUGLAS P.)
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Decedent: Christopher, Cynthia S
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Interested Party: VEGA, NYMSORIN LIM ( Pro Se)
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Proposed Personal Representative: Soriano, Carlos C
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Letters of
Administration Hearing with ATA
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TENTATIVE RULING:
APPEARANCE
OPTIONAL
Petition DENIED
for failure to lodge will.
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23-PRO-00087
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Estate of Gordon Chan
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Line 12
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Petitioner: Scalettar, Grace Chan ( YEE, MICHAEL)
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Decedent: Chan, Gordon
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Proposed Personal Representative: Scalettar, Grace Chan
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Letters of
Administration Hearing with ATA
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TENTATIVE RULING:
NO APPEARANCE
Petitioner
GRANTED absent cogent objection.
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23-PRO-00112
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Conservatorship of JUVE JEAN SANCHEZ
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LIMITED
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Line 13
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Proposed Conservatee: SANCHEZ, JUVE JEAN ( FRIEDMAN,
SHERRIE S.)
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Petitioner: JUARAZ, ANGELICA ( Pro Se)
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Proposed Conservator: JUAREZ, ANGELICA
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Appointment of
Conservator for Person
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TENTATIVE RULING:
APPEARANCE
ORDERED (Zoom allowed)
The court intends
to GRANT the petition and make the following orders:
Angelica Juarez
is appointed limited conservator of the person of Juve Jean Sanchez
and the court finds that a limited conservatorship of person is the
least restrictive alternative to protect the proposed
conservatee.
In lieu of the
in-person interview required by Probate Code §1826(a)(1), the Court
accepts the court investigator’s video conference with the proposed
limited conservatee as a result of the COVID-19 crisis, and the court
waives the requirement for an in-person interview by the court
investigator for the present petition
The following
limited powers be granted to the limited conservator pursuant to
Probate Code section 2351.5 and the limited conservatee’s civil and
legal rights will be limited in the following areas:
To fix the
residence or specific dwelling of the limited conservatee;
Access to the
confidential records and papers of the limited conservatee;
The right of the
limited conservatee to contract;
Decisions
concerning the education of the limited conservatee.
The court make a
determination as to the power of the limited conservatee to give or
withhold consent to medical consent.
Pursuant to
Probate Code §1830, the limited conservator file a proof of mailing
for Notice of Conservatee Rights (GC-341) within thirty (30) days of
appointment.
A nonappearance
hearing on the limited conservator’s filing of the following
documents be set for September 11, 2023:
a. Determination of Conservatee’s
Appropriate Level of Care (GC-355)
b. Confidential General Plan (PR-22)
The assessment of
$850 is ordered and deferred until the Court determines sufficient
funds exist.
The
conservatorship be reviewed in one (1) years time.
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23-PRO-00353
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IN RE TERREY RANDOLPH SR. DECEASED
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APPLICATION FOR ORDER
TO RELEASE REMAINS OF DECEDENT
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Line 14
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Petitioner: RANDOLPH, TIMBERLEY ( Pro Se)
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Decedent: RANDOLPH, TERREY, SR
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Petition Hearing
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TENTATIVE RULING:
APPEARANCE
OPTIONAL
CONTINUED to June
16, 2023, to be heard with the competing Petition.
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23-PRO-00469
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PATRIZIA DeLUCA BASUALDO
vs. JULIO DeLUCA
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Line 15
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Petitioner: DeLUCA BASUALDO, PATRIZIA ( CROWLEY, JOHN
K.)
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Real Party In Interest: DeLUCA, CLOTILDE
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Respondent: DeLUCA, JULIO
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Request for Orders to
Stop Elder or Dependent Adult Abuse
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TENTATIVE RULING:
APPEARANCE
ORDERED (Zoom not allowed)
Response to
Request on file, but without a Proof of Service.
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Hearings Total: 15
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