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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 24, 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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PRO118295
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CONSERVATORSHIP OF EMERITA G. RAMIREZ
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7TH
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Line 1
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Petitioner: FOX, SHJEFLO, HARTLEY & BABU LLP
(HARTLEY, SCOTT E.)
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Petitioner: RAMIREZ, JUDITH (Pro Se)
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Conservatee: RAMIREZ, EMERITA G.
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Conservator: SAN MATEO CO PUBLIC GUARDIAN (NIBBELIN,
JOHN D.)
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Child: DIAZ, RUBY (Pro Se)
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Child: RAMIREZ, GERARDO D (Pro Se)
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Child: RAMIREZ, JASON (Pro Se)
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Child: RAMIREZ, JOSEPH G, JR (Pro Se)
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Child: RAMIREZ, ROLANDO D (Pro Se)
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Mother: DE GUZMAN, ESPERANZA C (Pro Se)
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Payor: Payor
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Petition to Approve
Final Account, Terminate/Discharge Cons.
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Tentative Ruling:
NO APPEARANCE
Petition GRANTED
absent cogent objection.
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PRO123289
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CONSERVATORSHIP OF DUANE ALLEN
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FIFTH BIENNIAL ACCOUNTING
OF CONSERVATOR AND PETITION FOR ITS SETTLEMENT AND REQUEST FOR FEES
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Line 2, 3
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Conservatee: ALLEN, DUANE
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Conservator: SAN MATEO CO PUBLIC GUARDIAN (NIBBELIN,
JOHN D.)
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Brother: ALLEN, BRENT (Pro Se)
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Brother: ALLEN, JEFFREY D (Pro Se)
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Brother: ALLEN, STEVEN (Pro Se)
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Court Investigator: Cady, Tamara
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Payor: Payor
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Conservatorship
Review - Biennial
Accounting(Biennial) Conservator and Petition for Settlement
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Tentative Ruling:
NO APPEARANCE
The Fifth Account
is approved; The Conservatorship shall continue and be reviewed in
two (2) years; The fees requested by the Public Guardian and County
Counsel are granted; The assessment amount of $850 for the cost of
the Court's investigation are ordered to be paid from the
conservatorship estate 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.
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18-PRO-01076
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Conservatorship of JILL C. PLOUGH
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Petition for
Instructions Regarding Payment of Former Trustee's Attorneys' Fees
Pursuant to Settlement Agreement
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Line 4
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Proposed Conservatee: PLOUGH, JILL C.
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Petitioner: Hong, Bennett
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Petitioner: Plough, Kenneth A., II (KING, EDWARD
VINCENT, JR)
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Petitioner: WIECHMANN, KATHERINE (ROWE, JESSICA L.)
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Proposed Conservator: DE LA FUENTE, RYAN
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Conservatee: PLOUGH, JILL C.
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Conservator: DE LA FUENTE, RYAN (KOHLER, JEAN M.)
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Respondent: HONG, BENNETT (RIFFLE, EDWARD J.)
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Objector: PLOUGH, KENNETH, II (LEDGERWOOD, HEATHER
KING, EDWARD VINCENT, JR)
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Child: PLOUGH, CHRISTOPHER
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Child: PLOUGH, MICHAEL
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Child: WIECHMANN, KATHERINE (ROWE, JESSICA L.)
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Court Investigator: Gonzalez, Leticia
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Spouse: PLOUGH, KENNETH, II (LEDGERWOOD, HEATHER
KING, EDWARD VINCENT, JR)
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Petition Hearing
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Tentative Ruling:
APPEARANCE
OPTIONAL
Petition for
Instructions is CONTINUED to September 12, 2023 at 9:00 am for a
proof of service to be filed.
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19-PRO-00273
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Conservatorship of SERGE BESS
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Line 5
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Proposed Conservatee: BESS, SERGE (CALLEJO, G
FRANCHESCA)
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Petitioner: BIBBS, PAULA R. (VANN, DENNIS)
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Proposed Conservator: BIBBS, PAULA R. (VANN, DENNIS)
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Conservatee: BESS, SERGE (CALLEJO, G FRANCHESCA)
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Conservator: BIBBS, PAULA R. (VANN, DENNIS)
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Temporary Conservator: BIBBS, PAULA R. (VANN, DENNIS)
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Conservatorship
Review - Biennial
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Tentative Ruling:
APPEARANCE
ORDERED (Zoom allowed)
The Court intends
to set this matter on September 12, 2023 at 9:00 am for an Order to
Show Cause as to why the Conservator should not be removed for
failure to file compliance review documents and failure to file an account.
The Court also orders counsel be appointed for the Conservatee in
this matter.
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22-PRO-00160
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IN THE MATTER OF JANET L. CRIST-WHITZEL REVOCABLE 2006 TRUST
u/d/t dated 3/24/2006
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Petition to Confirm Ownership
of Trust Assets Probate Code Section 850 (a) (3)
PETITION TO APPROVE ACCOUNTING FOR JANET L. CRIST- WHITZEL REVOCABLE 2006
TRUST
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Line 6, 7
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Petitioner: Smith, Hyla (GONZALEZ-RONDAN, CAROLINA)
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Respondent: Avery, Doreen (ROMA, PATRICIA)
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Decedent: Crist-Whitzel, Janet L
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Beneficiary: Avery, Doreen (ROMA, PATRICIA)
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Petition Hearing
Petition Hearing
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Tentative Ruling:
APPEARANCE
ORDERED (Zoom allowed)
The 850 Petition
is CONTINUED to September 12, 2023 at 9:00 am for proper notice to be
given pursuant to Probate Code 851(c) and for a proof of service to
be filed. Parties are ordered to appear for trial setting for the
Second Amended Petition to Approve Accounting.
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22-PRO-00477
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Estate of ORSON EDWIN REYNOLDS
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FIRST AND FINAL
ACCOUNT/ADMINISTRATOR PETITION FOR ALLOWANCE OF STATUTORY FEES TO
PERSONAL REPRESENTATIVE AND FOR FINAL DISTRIBUTION
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Line 8
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Petitioner: Reynolds, Linda Irene (GABRIEL, MICHAEL
LYNN)
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Decedent: REYNOLDS, ORSON EDWIN
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Personal Representative: REYNOLDS, LINDA IRENE
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Claimant: BANK OF AMERICA, N.A.
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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-01276
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Conservatorship of Michael Antonio Lopez-Guerra
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Line 9
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Proposed Conservatee: Lopez-Guerra, Michael Antonio
(STREET, MALORIE M)
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Petitioner: Guadarrama, Araceli (FELDMAN, AARON R.)
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Proposed Conservator: GUADARRAMA, ARACELI
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Proposed Conservator: Lahargoue, Mark Gerard
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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 order:
1. Araceli Guadarrama and Mark Gerard Lahargoue are
appointed limited conservators of the person of Michael Antonio
Lopez-Guerra and the court finds that a limited conservatorship of
person is the least restrictive alternative to protect the proposed
conservatee petition.
2. 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.
3. The following limited powers are granted to the
limited conservators 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 confidential records and papers of the
limited conservatee;
• The right of the limited conservatee to contract;
• The power of the limited conservatee to give or
withhold medical consent;
• Decisions concerning the education of the limited
conservatee.
4. Pursuant to Probate Code §1830, the limited
conservators shall file a proof of mailing for Notice of Conservatee
Rights (GC-341) within thirty (30) days of appointment.
5. A nonappearance hearing on the limited conservator’s
filing of the following documents is set for September 6, 2023.
a. Determination of Conservatee’s Appropriate Level of
Care (GC-355)
b. Confidential General Plan (PR-22)
6. The limited co-conservators are ordered to attend the
conservator education class within six (6) months of being appointed
conservator and a Proof of Completion be filed with the Court.
7. The assessment of $850 is ordered and deferred at
this time.
8. The conservatorship be reviewed in one (1) years
time.
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22-PRO-01388
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Guardianship of Eduardo Augusto Conte Maudet
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Line 10, 11
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Petitioner: Camargo Platt, Fabricia (HORNE, JENNIFER
ELIZABETH)
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Petitioner: Conte, Alex Sandro (HORNE, JENNIFER
ELIZABETH)
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Ward: Conte Maudet, Eduardo Augusto
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Proposed Guardian: Camargo Platt, Fabricia
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Proposed Guardian: Conte, Alex Sandro
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Appointment of
Guardian for Person of the Minor
Petition for Special Immigrant Juvenile Findings
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Tentative Ruling:
APPEARANCE ORDERED
(Zoom not allowed)
The Court intends
to GRANT both petitions, make findings of abandonment and make the
following orders:
1. Alex Sandro Conte and Fabricia Camargo Platt are
appointed guardians of the person of Eduardo Augusto Conte Maudet.
2. In lieu of the in-person interview required by Local
Court Rule 4.77.8 (A), the court accepts the Zoom interview conducted
by the court investigator via video conference 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.
3. The guardian shall immediately notify the Court in
writing of any significant change in circumstances impacting his
ability to continue as the minor’s guardians, including, but not
limited to:
a) Changes in the guardian’s address and/or telephone
numbers.
b) If the minor is no longer residing in the guardians’
home, why the minor moved and the name, relationship, address and
telephone number of the person with whom the minor resides.
c) Any significant physical or mental health issues of
the guardians or minor impacting the ability of the guardian to
continue in their capacity as guardian.
d) Any
significant change, traumatic event, or major disruption impacting
the minor or guardian’s ability to continue in their capacity as
guardian.
e) The guardian’s inability to continue their duties and
obligations as the child’s guardian.
A copy of any such notice to the court should also be
delivered to the Office of the Court Investigator.
4. The Court investigation in this matter is in
compliance with the mandates of the Probate Code. All of the
assessment of $850 against the guardianship is waived on the basis of
hardship.
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23-PRO-00077
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Estate of Dalbir Singh Negi
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Line 12
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Petitioner: Negi, Jyotsana Pearl (JEN, ROXANNE T.)
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Decedent: Negi, Dalbir Singh
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Proposed Personal Representative: Negi, Jyotsana Pearl
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Letters of
Administration Hearing
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Tentative Ruling:
NO APPEARANCE
Petition GRANTED absent
cogent objection.
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23-PRO-00080
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Estate of Aage Henry Jacobsen
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Line 13
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Petitioner: Thomas, Herb (LUND, GREY R.)
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Decedent: Jacobsen, Aage Henry
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Proposed Personal Representative: Thomas, Herb
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Letters of
Administration Hearing with ATA
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Tentative Ruling:
NO APPEARANCE
Petition GRANTED
absent cogent objection. Formal order required.
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23-PRO-00081
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Conservatorship of Samuel Beltran Arredondo
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LIMITED
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Line 14
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Proposed Conservatee: Arredondo, Samuel Beltran
(WILKINS, PAUL A.)
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Petitioner: Arredondo, Zulma Beltran de (CABRASAWAN, FEB
ROMAN)
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Proposed Conservator: Arredondo Beltran, Jessica
Jamelette
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Proposed Conservator: Arredondo, Zulma Beltran de
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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:
1. The Court finds that a limited conservatorship of person
is the least restrictive alternative to protect the proposed
conservatee and Zulma Beltrand de Arredondo and Jessica Jamelette
Arredondo Beltran are appointed limited conservator of the person of
Samuel Beltran Arredondo.
2. 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.
3. The following limited powers are granted to the
limited conservators 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;
• The power of the limited conservatee to give or
withhold medical consent; and
• Decisions concerning the education of the limited
conservatee.
4. Pursuant to Probate Code §1830, the limited
conservators file a proof of mailing for Notice of Conservatee Rights
(GC-341) within thirty (30) days of appointment.
5. A nonappearance hearing on the limited conservator’s
filing of the following documents is set for September 8, 2023:
a. Determination of Conservatee’s Appropriate Level of
Care (GC-355)
b. Confidential General Plan (PR-22)
6. The limited conservator Jessica Jamelette Arredondo
Beltran is ordered to attend the conservator education class within
six (6) months of being appointed conservator and a Proof of
Completion be filed with the Court.
7. The requirement to attend the conservator education
class for Zulma Beltran de Arredondo is deferred.
8. The assessment of $850 is ordered and deferred at
this time.
9. The conservatorship be reviewed in one (1) years
time.
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23-PRO-00084
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Guardianship of Chanel Rain Iorio, Nevaeh Rose Ramey,
Anthony James Ramey
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Line 15
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Petitioner: Reyes, Barbara Ann (DEMAS, HARRY)
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Ward: Iorio, Chanel Rain
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Ward: Ramey, Anthony James
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Ward: Ramey, Nevaeh Rose
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Proposed Guardian: Reyes, Barbara Ann
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Appointment of Guardian
for Person of the Minor
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Tentative Ruling:
APPEARANCE
ORDERED (Zoom allowed)
Petition DENIED
without prejudice for failure to file an Amended Petition indicating
Minor Chanel Iorio’s paternal relatives and failure to file proof of
service or consent for all relatives in the 2nd degree.
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Hearings Total: 15
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