Review of Investigator's Report
Accounting discrepancies. The accounting still fails to comply with Probate Code section 1060, et seq. requirements for an accounting, and does not balance in the slightest. Credits do not equal Charges, nor are the supporting schedules meaningful or organized in a way to support the summary of account. "Furthermore, failure to provide proper accounting for entrusted funds is cause for discipline whether or not financial loss has ultimately occurred." (See McCray v. State Bar (1985) 38 Cal.3d 257, 270; Fitzsimmons v. State Bar (1983) 34 Cal.3d 327, 331-332.)" (Ridge v. State Bar (1989) 47 Cal.3d 952, 961.)
Tentative Ruling: Conservatorship of Caleb B Willis Tentative Ruling: Conservatorship of Caleb B Willis Case Number 1457059 Case Type Conservatorship Hearing Date / Time Mon, 05/04/2026 - 08:30 Nature of Proceedings Review of Investigator's Report Tentative Ruling Probate Notes: The court investigator's report has been received and recommends that the conservatorship continue. No appearance is required. The next review hearing will be held on May 3, 2027, at 8:30. The Court will give notice of the hearing.
Appearances: The court is open to the public for court business. The court is also conducting hearings via Zoom videoconference. Meeting ID: 161 797 5412 Passcode: 8749009
Tentative Ruling: Matter of Veronica Corona Special Needs Trust Tentative Ruling: Matter of Veronica Corona Special Needs Trust Case Number 24PR00617 Case Type Trust Hearing Date / Time Mon, 06/15/2026 - 08:30 Nature of Proceedings Second Accounting and Report of Trustee Tentative Ruling Probate Notes* A supplement to the petition must be submitted addressing the following:
Discrepancy no. 1 - The verification is not signed by the trustee. Petition must be verified (PC 1021) & signed by attorney (CCP 128.7). The supplement should contain a copy of the entire petition (without exhibits) and the executed verification page.
Discrepancy no. 2 - There are no income producing investments. The default investment standard for all
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