Estate of Mary Jessie Aguilera

In addition, if the personal representative requests that the court allow for a substantial reserve (or even a reserve of more than $5,000), some courts will refuse to characterize the distribution as "final" and will require additional accounts (or waivers) before permitting distribution of any balance of the reserve. For example, in Contra Costa County, the court will not characterize the distribution as final if the personal representative requests more than a nominal reserve. If the entire estate will be distributed to a single beneficiary, such as a trust established during the decedent's lifetime, a reserve may not be necessary. (Cal. Dec. Est. Pract. (CEB 2023), Sec.31.66.) Accordingly, it is recommended the Court either deny a reserve or deem this estate not to be in a condition to be closed.

New Proposed Order. A proposed order must be submitted with relief that matches that requested in the petition (Local Rule 1724(b), subd.(d)) and contains the proper language outlined in the Probate Code at Part 10 of Division 7, so the court can make the requisite findings and orders required to close out the estate and order final distribution. The proposed order does not meet the requirements of Part 10, thus the use of Local Form SC-6029 is required.

If the documents curing these deficiencies are not processed by 8:00 a.m. on July 20, 2026, it is recommended that the matter be continued to a date to be set by the Court at the hearing, unless the party appears and requests a different date, or submits a request for a different continuance date prior to the hearing. (Local Rule 1721(c)(2)(A-B).) If the matter is continued, documents must be submitted at least 10 days prior to the new hearing date to be considered.

Due to staffing limitations, processing times may be delayed. To assist in processing, attorneys and parties should include the next court date in the "Filing Description" field provided by the electronic service provider. That field is also used for further descriptions of the document being e-filed, so be sure to put the calendar date FIRST in the field - BEFORE any further description of the document being e-filed (e.g.: 06/28/16 For XYZ).

Appearances: The court is open to the public for court business. The court is also conducting hearings via Zoom videoconference. Meeting ID: 161 956 1423 Passcode: 137305

Tentative Ruling: Estate of Mary Jessie Aguilera Tentative Ruling: Estate of Mary Jessie Aguilera Case Number

Case Type Decedent's Estate Hearing Date / Time Wed, 07/22/2026 - 09:30 Nature of Proceedings Petition for Final Distribution Tentative Ruling Probate Notes: No appearances required. Petition is recommended for approval.