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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 30, 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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PRO124003
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CONSERVATORSHIP OF ROSARIO QUINONES
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Line 1
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Conservatee: QUINONES, ROSARIO
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Conservator: QUINONES, JOSE LORETO (DURRANS, KATHLEEN
A.)
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Conservator: QUINONES, MARIA DEL ROSARIO (DURRANS,
KATHLEEN A.)
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Brother: QUINONES, GUSTAVO (Pro Se)
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Brother: QUINONES, JOSE ANDRES (Pro Se)
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Brother: QUINONES, JUAN EDUARDO (Pro Se)
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Sister: QUINONES, CAROLINA (Pro Se)
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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 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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19-PRO-00165
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Conservatorship of MARLENE YANG
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Status of Petition
for Approval of Settlement Agreement
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Line 2, 3
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Proposed Conservatee: YANG, MARLENE
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Petitioner: WU, MICHAEL (FERRUCCI, JOSEPH)
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Proposed Conservator: WU, MICHAEL (FERRUCCI, JOSEPH)
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Conservatee: YANG, MARLENE (Pro Se)
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Conservator: WU, MICHAEL (FERRUCCI, JOSEPH)
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Temporary Conservator: WU, MICHAEL (FERRUCCI, JOSEPH)
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Objector: WU, MARY (PACKARD, DAVID R.)
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Respondent: WU, MICHAEL (FERRUCCI, JOSEPH)
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Child: WU, MARY (PACKARD, DAVID R.)
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Child: WU, MICHAEL (FERRUCCI, JOSEPH)
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Petition Hearing
Status Hearing
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Tentative Ruling:
APPEARANCE
OPTIONAL
Matters are
CONTINUED to September 6, 2023 at 9:00 am for the parties to file an
Ex Parte Petition for Approval of Settlement Agreement. If this
hearing date is not vacated by the order approving settlement
agreement, the parties are ordered to file status reports ten (10) days
before the next hearing date.
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21-PRO-00129
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Conservatorship of Jack Oliver Moravcsik
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PETITION OF COURT
APPOINTED COUNSEL FOR (1) PAYMENT OF FEES AND COSTS; AND (2) DISCHARGE
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Line 4
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Proposed Conservatee: Moravcsik, Jack Oliver (KARLSTEN,
MELISSA R.)
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Petitioner: Downie-Moravcsik, Susan Roth (EMMONS,
MELANIE J.)
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Proposed Conservator: DOWNIE-MORAVCSIK, SUSAN ROTH
(EMMONS, MELANIE J.)
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Proposed Conservator: EASTON, BARBARA JUDITH
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Temporary Conservatee: Moravcsik, Jack Oliver (KARLSTEN,
MELISSA R.)
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Conservator: DOWNIE-MORAVCSIK, SUSAN ROTH (EMMONS,
MELANIE J.)
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Conservator: EASTON, BARBARA JUDITH
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Temporary Conservator: DOWNIE-MORAVCSIK, SUSAN ROTH
(EMMONS, MELANIE J.)
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Temporary Conservator: EASTON, BARBARA JUDITH
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Petition Hearing
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Tentative Ruling:
NO APPEARANCE
Petition GRANTED
absent cogent objection.
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21-PRO-00637
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Estate of Didier Cabannes
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REPORT OF
ADMINISTRATOR; PETITION FOR ORDER: 1. APPROVING REPORT OF ADMINISTRATOR;
2. ALLOWING STATUTORY ADMINISTRATOR'S AND ATTORNEYS' COMPENSATION; 3.
FINAL DISTRIBUTION
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Line 5
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Petitioner: BEDOUSSAC, ANTHONY (TOUR-SARKISSIAN, PAUL)
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Decedent: Cabannes, Didier
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Personal Representative: Bedoussac, Anthony
(TOUR-SARKISSIAN, PAUL)
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Proposed Personal Representative: Bedoussac, Anthony
(TOUR-SARKISSIAN, PAUL)
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Petition for Final
Distribution
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Tentative Ruling:
NO APPEARANCE
Petition DENIED
for failure to indicate amount and calculation of estate to be distributed
as required by Local Rule 4.56.
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21-PRO-00766
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Estate of JOHN MALONEY
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WAIVER OF FIRST AND
FINAL ACCOUNT AND REPORT OF ADMINISTRATOR AND PETITION FOR SETTLEMENT; FOR
WAIVER OF STATUTORY COMPENSATION TO ADMINISTRATOR AND ATTORNEYS FOR
ORDINARY SERVICES; AND FOR FINAL DISTRIBUTION
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Line 6
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Petitioner: Etcheverry, Kathy (BOWMAN, STACY H.)
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Decedent: MALONEY, JOHN
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Personal Representative: Etcheverry, Kathy (BOWMAN, STACY
H.)
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Proposed Personal Representative: Etcheverry, Kathy
(BOWMAN, STACY H.)
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Petition for Final
Distribution
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Tentative Ruling:
NO APPEARANCE
Petition GRANTED
absent cogent objection. Formal order required.
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21-PRO-00784
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Conservatorship of Hilda Genevieve Cuschieri
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Line 7
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Proposed Conservatee: Cuschieri, Hilda Genevieve (Pro
Se)
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Petitioner: McCline, Hilda Dockery (LINGYS, JULIA E.)
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Petitioner: Smith Jr., Ellis (LINGYS, JULIA E.)
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Conservatee: Cuschieri, Hilda Genevieve (Pro Se)
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Proposed Conservator: McCline, Hilda Dockery (LINGYS,
JULIA E.)
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Proposed Conservator: Smith Jr., Ellis (LINGYS, JULIA
E.)
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Temporary Conservatee: Cuschieri, Hilda Genevieve (Pro
Se)
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Conservator: McCline, Hilda Dockery (LINGYS, JULIA E.)
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Conservator: Smith Jr., Ellis (LINGYS, JULIA E.)
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Temporary Conservator: McCline, Hilda Dockery (LINGYS,
JULIA E.)
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Temporary Conservator: Smith Jr., Ellis (LINGYS, JULIA
E.)
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Conservatorship
Review - Annual
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Tentative Ruling:
NO APPEARANCE
The Court has
received notice of the conservatee’s death, the Review of the
Conservatorship is DROPPED. Matter set on September 8, 2023 at 9:00
am for the Final Account.
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21-PRO-01428
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IN THE MATTER OF THE ROSE MARIE NICHOLS 2006 TRUST
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Third Account and
Report of Successor Trustee and Petition for Settlement of Account
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Line 8
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Petitioner: Nichols, Scott (DURRANS, KATHLEEN A.)
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Decedent: NICHOLS, ROSE MARIE
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Objector: Nichols, Dana (THOMPSON, ANGELA C.)
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Petition Hearing
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Tentative Ruling:
NO APPEARANCE
Third Account and
Report of Successor Trustee and Petition for Settlement of Account is
GRANTED absent cogent objection.
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22-PRO-00520
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Conservatorship of LORRY I. LOKEY
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PETITION FOR
REIMBURSEMENT OF ATTORNEYS FEES AND COSTS INCURRED BY PETITIONER MIRIAM
KHALSA Anne Lassahn
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Line 9, 10
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Proposed Conservatee: LOKEY, LORRY I. (THIRKELL, EDWARD
D.)
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Petitioner: KHALSA, MIRIAM A. (PACKARD, DAVID R.)
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Proposed Conservator: PINE, V. RONALD
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Interested Party: CuriOdyssey (MINTON, JOHN D.)
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Temporary Conservator: LASSAHN, T. ANNE (OWENS, MATTHEW
R.)
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Objector: Lokey, Karen (ALBERTSON, STEWART)
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Child: KHALSA, MIRIAM
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Child: LOKEY, ANN
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Child: LOKEY, BASYA
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Petition Hearing
Petition Hearing
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Tentative Ruling:
APPEARANCE
ORDERED
The Court makes
the following orders:
(1) The Petition for Reimbursement of Attorney’s Fees and
Costs Incurred by Petitioner Miriam Khalsa is GRANTED in the amount
of $105,199.50 ($102,375 fees and $2,824.50 costs) as requested. A
revised order conforming to this ruling is required.
(2) The hearing on the Petition for Supplemental Fees
filed February 21, 2023 is DROPPED as the fees in question were
included in the Court’s Order signed February 28, 2023 and filed on
March 2, 2023.
(3) Temporary Conservator T. Anne Lassahn’s request for
discharge as conservator and discharge of the conservatorship bond is
GRANTED.
(4) The request to discharge the Trust bond is DENIED
due to lack of information indicating the appropriate amount of bond
and/or whether trust assets are protected by bond under a different
case number.
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22-PRO-01100
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Guardianship of Yonatan Adonay Marin-Alas
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Line 11
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Petitioner: Marin-Alas, Miguel Angel (BOSWORTH, MARY J.)
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Ward: Marin-Alas, Yonatan Adonay
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Guardian: Marin Alas, Miguel Angel
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Petition for Special
Immigrant Juvenile Findings
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Tentative Ruling:
APPEARANCE
OPTIONAL (Zoom not allowed)
Petition GRANTED,
the Court makes findings of abandonment. Petitioner is directed to
file an order conforming to this ruling.
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22-PRO-01163
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Conservatorship of Schu Chu
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Line 12
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Proposed Conservatee: Chu, Schu (TOLEDO, LETICIA G.)
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Petitioner: Hutto, Caroline (BARNES, DOUGLAS P.)
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Conservatee: Chu, Schu (TOLEDO, LETICIA G.)
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Conservator: Hutto, Caroline
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General Plan
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Tentative Ruling:
NO APPEARANCE
Matter CONTINUED to
September 8, 2023 at 9:00 am for Petitioner to file General Plan and
Inventory & Appraisal.
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23-PRO-00096
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IN THE MATTER OF THE KOZNED REVOCABLE TRUST UDT 8/30/96 AS
AMENDED
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PETITION TO COMPEL TRUSTEE
TO PROVIDE ESTATE PLANNING DOCUMENTS
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Line 13
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Petitioner: Terry, Lilian (WOODS, MICHAEL F.)
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Decedent: KOZNED, ALEXANDER
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Decedent: KOZNED, NADIA
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Petition Hearing
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Tentative Ruling:
APPEARANCE
ORDERED (Zoom allowed)
Parties are ordered
to appear. Petitioner is to advise if she has received the requested
estate planning documents. If she has not received them, Respondent
will be ordered to provide copies of all requested estate planning
documents to Petitioner within fourteen (14) days to a physical
address or email address provided by Petitioner. The remaining
requests for orders in the Petition are CONTINUED to September 7,
2023 at 9:00 am for Petitioner to serve Daniel Kozned, Sonja Kozned,
and any other interested persons, and for Respondent to file written
objections. Parties are ordered to file status reports ten (10) days
before the next hearing.
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23-PRO-00098
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Estate of Lauri Karttunen
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Line 14
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Petitioner: Zaenen, Annie (BREWER, JANET L.)
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Decedent: Karttunen, Lauri
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Proposed Personal Representative: Zaenen, Annie
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Probate of Will and
Letters Testamentary Hearing w/ ATA
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Tentative Ruling:
NO APPEARANCE
Petition
CONTINUED to 8/7/2023 at 9:00 am for transfer of the will from Santa
Clara County.
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23-PRO-00109
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Estate of William Knapp Seger
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Line 15
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Petitioner: Seger, Samantha Vivienne (Pro Se)
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Decedent: Seger, William Knapp
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Proposed Personal Representative: Seger, Samantha
Vivienne
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Letters of Administration
Hearing with ATA
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Tentative Ruling:
NO APPEARANCE
Petition GRANTED
absent cogent objection.
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23-PRO-00520
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Conservatorship of Nell Riley
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Petition for
Appointment of Temporary Conservator of the Estate and Person of Nell Riley
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Line 16
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Proposed Conservatee: Riley, Nell
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Petitioner: LoCoco, Julie (CHAGONJIAN, BETH F.)
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Proposed Conservator: LoCoco, Julie
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Appointment of
Temporary Conservator for Person and Estate
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Tentative Ruling:
APPEARANCE ORDERED
(Zoom allowed)
The Court intends
to make the following orders:
1. The Temporary conservatorship of the person and estate
is GRANTED.
2. Julie LoCoco is appointed Temporary Conservator of the
Person and the Estate.
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Hearings Total: 16
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