THE GRAHAM SALTONSTALL SPECIAL NEEDS TRUST, IN THE MATTER OF
Petition to Approve Twelfth Account and Report of Trustee; Confirm Trustee’s and Trust Advisory Committee Member Fees; Approve Attorneys’ Fees
Motion type
Parties
Ruling
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b. An appearance will be required on that date if the Final Inventory and Appraisal is not filed at least five court days prior to hearing. (Super. Ct. Marin County, Local Rules, rule 6.2(b), Filing, Hearing, and Continuance Procedures.)
2. Status on Closing Estate. a. Either: (1) a Petition for Final Distribution; or (2) a Report on Status of Administration shall be filed by September 9, 2027, as required by Probate Code sections 12200 and 12201. b. A status hearing re filing the Petition or Report shall be set on September 30, 2027, at 10:00 a.m. i. If neither document has been timely filed, an appearance will be required. ii. If the Petition or Report is timely filed, the hearing will be set on September 30, 2027, at 9:00 a.m.
PR0001927 IN THE MATTER OF PAUL RICHARD CALDERARO
Petition for Letters of Administration, filed by Marin County Public Administrator on 8/4/26.
Ruling. Absent objections, this Petition will be granted without hearing. Petitioner is ordered to comply with the following future dates: 3. Final Inventory and Appraisal. a. A status hearing for the filing of the Final Inventory and Appraisal shall be set on January 14, 2027, at 10:00 a.m. (Prob. Code, § 8800.) b. An appearance will be required on that date if the Final Inventory and Appraisal is not filed at least five court days prior to hearing. (Super. Ct. Marin County, Local Rules, rule 6.2(b), Filing, Hearing, and Continuance Procedures.)
4. Status on Closing Estate. c. Either: (1) a Petition for Final Distribution; or (2) a Report on Status of Administration shall be filed by September 9, 2027, as required by Probate Code sections 12200 and 12201. d. A status hearing re filing the Petition or Report shall be set on September 30, 2027, at 10:00 a.m. i. If neither document has been timely filed, an appearance will be required. ii. If the Petition or Report is timely filed, the hearing will be set on September 30, 2027, at 9:00 a.m.
PRO042829 THE GRAHAM SALTONSTALL SPECIAL NEEDS TRUST, IN THE MATTER OF
Petition to Approve Twelfth Account and Report of Trustee from 2/1/24, Through 1/31/26, and to Confirm Trustee’s and Trust Advisory Committee Member Fees; and Approve Attorneys’ Fees, filed by Westamerica Bank on 6/8/26.
Ruling. Absent objections, the Twelfth Account and Report of Trustee will be granted without hearing. Trustee is ordered to comply with the following future dates:
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1. Trustee’s Thirteenth Account and Report for the period 2/1/26 – 1/31/28 shall be filed by April 13, 2028.
2. A status hearing re filing the Thirteenth Account and Report shall be set on May 18, 2028, at 10:00 a.m. a. If the Thirteenth Account and Report is not timely filed, an appearance will be required. b. If the Thirteenth Account and Report is timely filed, the hearing will be set on May 18, 2028, at 9:00 a.m.
PRO1501502 THE DOMINIC VELETZOS SPECIAL NEEDS TRUST, TRUST OF
Sixth Account and Report of Trustees; Petition to Settle Account; to Increase Bond; and to Fix and Allow Attorneys’ Fees and Costs, filed by Philippe Veletzos and Roxanne Veletzos on 8/20/26.
Ruling. This matter is continued to October 15, 2026, at 9:00 a.m. Petitioner is ordered to: 1. Mail notice to all interested parties using the mandatory Judicial Council Form “Notice of Hearing – Decedent’s Estate or Trust”. (Judicial Council Forms, form DE-120.)
2. File a copy of the DE-120 that was mailed, with the Proof of Service completed on page 2 showing that all interested parties received at least thirty days’ notice of the Twelfth Account and Report. (Prob. C. §17203.) The Proof of Service must be filed at least five court day s prior to hearing. (Super. Ct. Marin County, Local Rules, rule 6.2(b), Filing, Hearing, and Continuance Procedures.)
PRO1704416 IN RE THE PHILIP M. SHEPARD TRUST, TRUST OF
Motion for: (1) Enforcement of 1/22/18 Order; (2) OSC Re Contempt; (3) Compel Co-Trustees to Provide Corrected Final Distribution; and (4) Sanctions and Attorney’s Fees, filed by Kathleen Shepard on 2/10/26.
Ruling. This matter is improperly before this court as a motion seeking relief that should properly be brought by way of a Probate Code compliant petition. The motion is denied.
PRO1802115 ROSEMARY THERESA BOCK, ESTATE OF
Amended Petition for Order on Report of Administrator; for Waiver of Account; for Statutory Administrator’s and Attorney’s Compensation; for Reimbursement of Costs Advanced; and for Final Distribution, filed by Holger Siegwart on 8/26/26.
Ruling. This matter is continued to October 1, 2026, at 9:00 a.m. Petitioner is ordered to: 1. Mail notice of the Amended Petition to all interested parties using the mandatory Judicial Council Form “Notice of Hearing – Decedent’s Estate or Trust”. (Judicial Council Forms, form DE- 120.)
2. File a copy of the DE-120 that was mailed, with the Proof of Service completed on page 2 showing that all interested parties received at least fifteen days ’ notice of the Report of Status of Administration. (Cal. Rules of Court, rule 7.53(a).)
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