Court Investigator's Annual Review
because allegations in the petition must include all actions taken under IAEA, including: sales, purchases, or exchanges of assets (CRC, Rule 7.550(b)(2)) changes in the form of assets (CRC, Rule 7.550(b)(3)) assets on hand (CRC, Rule 7.550(b)(4)) whether the estate is solvent (CRC, Rule 7.550(b)(5)) detailed schedules of receipts and gains or losses on sale, IF an amount other than the amount of the Inventory and Appraisal is used as a basis for calculating fees or commissions (CRC, Rule 7.550(b)(6)) a list of costs of administration, IF reimbursement of administration costs is requested (CRC, Rule 7.550(b)(7)) a list of the amount of any fees or commissions paid or to be paid (CRC, Rule 7.550(b)(8)), and the calculation of such fees or commissions as described in CRC, Rule 7.705(b) (CRC, Rule 7.550(b)(9))
Thus, the requirements of Rule 7.550(b) mandate an escrow statement for any sale of real property be submitted in support of the final report.
Tentative Ruling: Matter of The Maria Gutierrez Trust Tentative Ruling: Matter of The Maria Gutierrez Trust Case Number 22PR00500 Case Type Trust Hearing Date / Time Wed, 11/22/2023 - 08:30 Nature of Proceedings Review Hearing Tentative Ruling Probate Notes: Appearances required.
Tentative Ruling: Matter of The Maria Gutierrez Trust Tentative Ruling: Matter of The Maria Gutierrez Trust Case Number 22PR00500 Case Type Trust Hearing Date / Time Wed, 11/08/2023 - 08:30 Nature of Proceedings Hearing re: Court Ruling Tentative Ruling Probate Notes: Appearances required.
Tentative Ruling: Conservatorship of Carol Asta Tentative Ruling: Conservatorship of Carol Asta Case Number 1457365 Case Type Conservatorship Hearing Date / Time Wed, 11/15/2023 - 08:30 Nature of Proceedings Court Investigator's Annual Review Tentative Ruling Posted Probate Notes: The court investigator's report has been received and recommends that the conservatorship continue. No appearance is required. The next hearing in this matter will be held on November 13, 2024, at 8:30 a.m. in the court identified above.
Tentative Ruling: Conservatorship of Jesse Zaragoza Tentative Ruling: Conservatorship of Jesse Zaragoza Case Number 23PR00026 Case Type Conservatorship Hearing Date / Time Wed, 11/01/2023 - 08:30 Nature of Proceedings 1. Court Investigator's Six Month Review 2. Conservator Compliance Review Tentative Ruling No appearances required.
1. Court Investigator's Six Month Review The court investigator's report has been received and recommends that the conservatorship continue.
2. Conservator Compliance Review Compliance achieved.
Tentative Ruling: Estate of Deborah Salisbury (UPDATED 11/6/23) Tentative Ruling: Estate of Deborah Salisbury (UPDATED 11/6/23) Case Number 23PR00114 Case Type Decedent's Estate Hearing Date / Time Wed, 11/08/2023 - 08:30 Nature of Proceedings Petition for Final Distribution Tentative Ruling Probate Notes: No appearances required. Petition is recommended for approval.
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