Conservatorship of Tom Nielsen Brummett

Tentative Ruling Probate Notes: The following must be submitted: Final Inventory and Appraisal - The Final Inventory and Appraisal does not meet the requirements outlined in the Probate Code, as follows: Contain certification that Change in Ownership Statement was filed with county recorder or assessor, unless decedent owned no real property (Prob. Code, 8800, subd. (d)) (i.e. Petitioner must file the appropriate notice indicated in Paragraph 5b, and check that box.) Petitioner must submit supplement clarifying this issue.

Supplement re: Escrow Statement or Foreclosure Distribution Statement. Real property was sold, but no Escrow Statement or Foreclosure Distribution Statement are on file. The escrow statement or Foreclosure Distribution Statement are a requisite filing to satisfy the final report requirements of the Probate Code (Prob. Code, Sec. 10954(c)(1)), and the California Rules of Court (Rule 7.550): Allegations of 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)) 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)) The requirements of Rule 7.550(b) mandate an escrow statement or Foreclosure Distribution Statement for any sale of real property must be submitted in support of the final report.

If the documents curing these deficiencies are not processed by 8:00 a.m. on June 15, 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).

Tentative Ruling: Conservatorship of Tom Nielsen Brummett Tentative Ruling: Conservatorship of Tom Nielsen Brummett Case Number

Case Type Conservatorship Hearing Date / Time Wed, 05/06/2026 - 09:30 Nature of Proceedings Court Investigator's Biennial Review Tentative Ruling No appearances are required. The court investigator's report has been received and recommends that the conservatorship continue. The next review hearing will be held on May 3, 2028. The Court will give notice of this hearing to all parties.