Petition
expressly designed to facilitate the transfer of property that belonged to the decedent at the time of death. Here, based upon the information provided by Wells Fargo Bank, N.A., the Court agrees that it is not obvious that the balance in the accounts was “money due the decedent” at the time of her death. Specifically, because neither account existed when Decedent died on November 29, 2024. Rather, both accounts were opened after her death by Petitioner pursuant to a Durable Power of Attorney that had no legal effect.
As such, the Court concludes that if Petitioner contends that the funds deposited into the accounts at Wells Fargo Bank, N.A., were, in equity, property of the Trust or property that should have been titled in the Trust’s name, Petitioner's proper remedy is a petition under Probate Code §850. The Petition Under Probate Code §13100 to Compel Transfer of Assets and Request for Attorney's Fees Pursuant to Probate Code §13105(b) is denied.
Estate of: The petition is denied as the petitioner has failed to file an amended petition to address the 9:00 26PR00131 Saise, Alfonso, deficiencies noted by the Court on May 19, 2026 in its tentative ruling. Jr
The petition is granted, the will dated March 1, 1992 is admitted to probate, letters testamentary with full authority shall issue, Jane Dolan is appointed as probate referee and a final distribution hearing is Estate of Knibb, set for June 29, 2027, at 9:00 a.m. In the event the Executor is unable to file the petition for final 9:00 26PR00144 James Harry distribution seven (7) days prior to the final distribution hearing, the Executor shall file a status update seven (7) days prior to the hearing. The Court will sign the form of order submitted by the petitioner.
In the Matter The Court has received the Acknowledgment of Receipt of Order and Funds for Deposit in Blocked 9:00 26PR00153 of: Drummond, Account (MC-356). This matter has concluded and no appearances are required. Rylie
In the Matter The Court has received the Acknowledgment of Receipt of Order and Funds for Deposit in Blocked 9:00 26PR00158 of: Drummond, Account (MC-356). This matter has concluded and no appearances are required. Skylar
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The petition is granted, the will dated July 1, 1999 and the codicil dated December 11, 2007 are admitted to probate, letters testamentary with full authority shall issue, Jane Dolan is appointed as Estate of probate referee and a final distribution hearing is set for June 29, 2027, at 9:00 a.m. In the event the 9:00 26PR00195 Eisenberg, Executor is unable to file the petition for final distribution seven (7) days prior to the final distribution Susan Ellen hearing, the Executor shall file a status update seven (7) days prior to the hearing. The Court will sign the form of order submitted by counsel.
Jan T McGregor and Sheila Absent objection the petition is granted and the Court will sign the form of order submitted by 9:00 26PR00202 McGregor counsel. Family Trust