| Case | County / Judge | Motion | Ruling | Indexed | Hearing |
|---|
santabarbara · Civil Jed Beebe |
| First Accounting and Report of Trustee; OSC re Accounting |
| Appearances required; issues regarding accounting and surcharges noted. |
| May 18, 2026 |
| Apr 13, 2026 |
24PR00374 Conservatorship of Elaine Twitchell | santabarbara · Civil Denise M. Hippach | 1. Review hearing; 2. Petition for Attorney's Fees (Faulks Matta); 3. Petition for Attorney's Fees (Comstock); 4. Motion for Approval of Credit Card Use; 5. Motion to Waive Bond | Appearances required; partial denial of fees; surcharge ordered | Jun 8, 2026 | Apr 15, 2026 |
24PR00504 In the Matter of Conservatorship of Liliana Gonzalez | santabarbara · Civil James F. Rigali | First Accounting and Report of Conservator | Accounting missing | Jun 12, 2026 | May 12, 2026 |
24PR00504 Conservatorship of Liliana Gonzalez | santabarbara · Civil James F. Rigali | First Accounting and Report of Conservator | Failure to file accounting | May 29, 2026 | May 12, 2026 |
24PR00504 Conservatorship of Liliana Gonzalez | santabarbara · Civil James F. Rigali | First Accounting and Report of Conservator | CONTINUED | Jun 16, 2026 | May 12, 2026 |
PR0000040 IN THE MATTER OF MARY LOUISE PORTER 2006 TRUST | marin · Probate James T. Chou | Verified Petition to Compel Account; for Removal and Surcharge of Trustee | The parties are ordered to appear. | May 18, 2026 | May 14, 2026 |
PR0001690 IN THE MATER OF JOSHUA D. MURPHY-LOWE | marin · Probate James T. Chou | Petition for Appointment of Limited Probate Conservator of the Person | The parties are ordered to appear. | May 18, 2026 | May 14, 2026 |
PR0001574 IN THE MATTER OF GOLDSTEIN FAMILY 2012 TRUST | marin · Probate James T. Chou | Petition to Instruct, Surcharge, Remove, and Suspend Trustee Mark Goldstein; to Compel Trustee to Account; to Confirm Powers of Co-Trustee; and to Appoint Successor Trustee | The parties are ordered to appear. | May 18, 2026 | May 14, 2026 |
PR0001404 IN THE MATTER OF JAY DEE WARK CREDIT SHELTER TRUST | marin · Probate James T. Chou | Petition for (1) Construction of Trust and (2) Order Voiding Trustor’s Purported Exercise of Power of Appointment | The parties are ordered to appear. | May 18, 2026 | May 14, 2026 |
30-2025-01523808 Zor – Trust | orange · Probate Sharon M. Anderson | Motion for Orders: (1) Suspending Trustee Kimberly Zor Shaw; (2) Appointing a Temporary Professional Fiduciary Trustee; (3) Compelling Surrender of Trust Property | GRANTED | May 20, 2026 | May 20, 2026 |
PR0000785 IN THE MATTER OF THE ARMAND AND CORRINE GREENFIELD LIVING TRUST A AND TRUST B | marin · Probate James T. Chou | First and Final Report and Account of Trust A and Trust B; Petition for Settlement of Account and for Reimbursement; Petition for Orders to Compel Report/Accounting/Remedy Breach/Double Damages/Surcharge/Remove Trustee/Appoint Neutral Trustee | The parties are ordered to appear. | May 26, 2026 | May 21, 2026 |
26PR00123 Matter of Peter Mainstain 1992 Trust #1 | santabarbara · Civil Colleen Sterne | Petition re Internal Affairs of Trust; Accounting and Surcharge; Breach of Trust/Fiduciary Duty; Financial Elder Abuse | Appearances required | May 21, 2026 | May 21, 2026 |
26PR00123 Matter of Peter Mainstain 1992 Trust #1 | santabarbara · Civil Colleen Sterne | Petition re Internal Affairs of Trust Against Former CoTrustees Jason Winters and Erik Sterling For Accounting and Surcharge; Breach of Trust/Fiduciary Duty and Surcharge; Recovery of Trust Funds, Damages and Fees; Financial Elder Abuse | Appearances are required. | May 18, 2026 | May 21, 2026 |
PR0001749 IN THE MATTER OF THE COLEMAN FAMILY TRUST | marin · Probate James T. Chou | Verified Petition to Remove Trustees; Appoint Professional Fiduciary; Invalidate Trust Amendment; Compel Accounting; Impose Constructive Trust; and for Surcharge | CONTINUED | May 26, 2026 | May 21, 2026 |
202000545359PRTR In Re Amanda Wissman 2018 Special Needs Trust | ventura · Probate | Account and Report 4th Account & Report | The Court will consider setting an OSC re Surcharge against Petitioner Amy Wissmann; Court approves trustee’s attorney fees in the amount of $10,376.50; Bond is to be reduced to $282,000. | May 26, 2026 | May 26, 2026 |
PR0001647 IN THE MATTER OF WILLIAM C. GREENWOOD FAMILY TRUST | marin · Probate James T. Chou | Petition for Surcharge and Suspension of Trustee; Petition for Conveyance of Trust Property; Petition for Accounting | The parties are ordered to appear. | May 27, 2026 | May 28, 2026 |
2025PRTR047751 IN RE THE VIRGINIA MONICA RODARTE 2024 REVOCABLE TRUST | ventura · Probate | Petition Approving Attorney Fees and Costs | DENIED | May 28, 2026 | May 28, 2026 |
24PR00540 Guardianship of Bassam R Rifai et al | santabarbara · Civil James F. Rigali | First Accounting and Report of Guardian | Appearances required | Jun 12, 2026 | Jun 2, 2026 |
25PR00080 Matter of Beverly G Iles Trust | santabarbara · Civil Colleen Sterne | Petition re Internal Affairs of Trust for Limited Accounting; Surcharge Prior Co-Trustee; Relief from Breaches of Fiduciary Duties; Financial Elder Abuse; Conversion | CONTINUED | Jun 11, 2026 | Jun 4, 2026 |
25PR00080 In the Matter of Beverly G Iles Trust | santabarbara · Civil Colleen Sterne | Petition re Internal Affairs of Trust for Limited Accounting; Surcharge Prior Co-Trustee; Relief from Breaches of Fiduciary Duties; Financial Elder Abuse; Conversion | Appearances are required. | Jun 2, 2026 | Jun 4, 2026 |
PR0001389 IN THE MATTER OF JULIANA GREVESMUHL | marin · Probate James T. Chou | Verified Petition for Order Determining Claim to Trust Property; Cancellation of Void Instrument; Imposition of Constructive Trust; Financial Elder Abuse; Double Damages; Accounting and Surcharge; Fraud | The parties are ordered to appear. | Jun 10, 2026 | Jun 4, 2026 |
21PR190185 THE MASAO SUMIDA 2013 TRUST, dated October 24, 2013, as amended and restated on August 5, 2019 | santaclara · Probate Amber Rosen | Motion for leave to file a combined amended petition and cross-complaint | GRANTED | Jun 8, 2026 | Jun 4, 2026 |
30-2025-01472222 Ueberroth – Trust | orange · Probate Catherine Evans | — | Motion moot. | Jun 11, 2026 | Jun 10, 2026 |
30-2025-01487809 Baker – Trust | orange · Probate Catherine Evans | Demurrer and Motion to Strike | Demurrer OVERRULED; Motion to Strike DENIED | Jun 16, 2026 | Jun 10, 2026 |
30-2020-01174580 Burciaga – Limited Conservatorship | orange · Probate Catherine Evans | Motion to Be Relieved | GRANTED | Jun 16, 2026 | Jun 10, 2026 |
PRO1704652 IN THE MATTER OF DAXTON WEST PHILIPS | marin · Probate James T. Chou | Second Report and Account of Guardian; Petition for Order Fixing Amount of Surcharge | The parties are ordered to appear. | Jun 16, 2026 | Jun 11, 2026 |
20-01126838 Cung vs. Cung | orange · Civil Andre Manssourian | Motion for Equitable Credit; Motion for Attorney Fees; Notice of Joinder; Motion for Final Approval | Equitable credit DENIED; Attorney fees GRANTED; Final approval GRANTED | Jun 22, 2026 | Jun 12, 2026 |
24PR00617 Matter of Veronica Corona Special Needs Trust | santabarbara · Civil Jed Beebe | Second Accounting and Report of Trustee | Supplement to petition required. | Jul 6, 2026 | Jun 15, 2026 |
24PR00617 Matter of Veronica Corona Special Needs Trust | santabarbara · Civil Jed Beebe | Second Accounting and Report of Trustee | Defects must be remedied | Jul 9, 2026 | Jun 15, 2026 |
26PB-0033254 In re: Betty Edity John Trust | shasta · Probate | Petition to Compel Accounting, Surcharge and Redress of Breaches, Removal of Trustee, Appointment of Successor, Damages, Attorney Fees | GRANTED in part | Jun 13, 2026 | Jun 15, 2026 |
24PR00617 Matter of Veronica Corona Special Needs Trust | santabarbara · Civil Jed Beebe | Second Accounting and Report of Trustee | Supplement to petition required addressing specific discrepancies. | Jul 7, 2026 | Jun 15, 2026 |
24PR00617 Matter of Veronica Corona Special Needs Trust | santabarbara · Civil Jed Beebe | Second Accounting and Report of Trustee | Supplement required. | Jul 3, 2026 | Jun 15, 2026 |
24PR00617 Matter of Veronica Corona Special Needs Trust | santabarbara · Civil Jed Beebe | Second Accounting and Report of Trustee | Supplement to petition must be submitted. | Jul 13, 2026 | Jun 15, 2026 |
24PR00617 Matter of Veronica Corona Special Needs Trust | santabarbara · Civil Jed Beebe | Second Accounting and Report of Trustee | Supplement required; fee reduction suggested. | Jul 22, 2026 | Jun 15, 2026 |
24PR00617 Matter of Veronica Corona Special Needs Trust | santabarbara · Civil Jed Beebe | Second Accounting and Report of Trustee | Supplement required | Jul 14, 2026 | Jun 15, 2026 |
24PR00617 Matter of Veronica Corona Special Needs Trust | santabarbara · Civil Jed Beebe | Second Accounting and Report of Trustee | Supplement to petition required. | Jul 8, 2026 | Jun 15, 2026 |
24PR0084 THE MATTER OF THE VISMAN FAMILY REVOCABLE TRUST | eldorado · Civil | Compel Trust Accounting | GRANTED IN PART; CONTINUED | Jul 23, 2026 | Jun 15, 2026 |
25PR0283 ESTATE OF JACK PEFLEY | eldorado · Civil | Accounting Hearing; Surcharge; Appointment of Trustee | CONTINUED | Jul 23, 2026 | Jun 15, 2026 |
Unknown In the Matter of: THE KELVIN PENNY LIVING TRUST, dated December 19, 2018 | santaclara · Probate Panteha E. Saban | Motion to Compel Initial Responses to Form Interrogatories; Motion to Compel Initial Responses to Special Interrogatories; Motion to Compel Initial Responses to Requests for Production of Documents; Motion to Deem Admitted Matters Stated in Requests for Admissions | GRANTED | Jul 23, 2026 | Jun 17, 2026 |
25CV-01878 William Mooneyham., et al. vs Steve Mooneyham., et al. | merced · Civil Stephanie L. Jamieson | Demurrer | OVERRULED | Jun 22, 2026 | Jun 17, 2026 |
26PR000097 In The Matter of The Bressler Irrevocable Trust | napa · Civil Robert Stamps | Verified Petition to Compel Trust Accounting; to Compel Accounting of Acts of Attorney-in-Fact; for Breach of Fiduciary Duty and Surcharge; for Removal of Trustee; and for Double Damages | APPEARANCE REQUIRED | Jul 7, 2026 | Jun 18, 2026 |
26PR000100 In The Matter of The Harnett Family Trust | napa · Civil Robert Stamps | Petition to Appoint Public Guardian Successor Trustee | CONTINUED | Jul 7, 2026 | Jun 18, 2026 |
17PR000109 Conservatorship of Kiana Stagner | napa · Civil Robert Stamps | Review Hearing | Conservator is acting in the best interest of the Conservatee. Matter set for Review-Biennial hearing. | Jul 7, 2026 | Jun 18, 2026 |
26PR000101 Conservatorship of Deirdre Combs | napa · Civil Robert Stamps | Petition for Appointment of Probate Conservator of the Estate | APPEARANCE REQUIRED | Jul 7, 2026 | Jun 18, 2026 |
26PR00116 Matter of Jason Mendez Dominguez | santabarbara · Civil Jed Beebe | Review of Acknowledgement and Receipt | Appearances required; OSC re: Sanctions if not filed. | Jul 22, 2026 | Jun 22, 2026 |
25PR200568 In the Matter of The Benito Martinez Trust | santaclara · Probate Amber Rosen | Determination of standing to pursue claims | Petitioner has standing to raise her claims. | Jun 22, 2026 | Jun 22, 2026 |
25PR200567 In the Matter of The Ada Weeks Trust | santaclara · Probate Amber Rosen | Determination of standing to pursue claims | Petitioner has standing to raise her claims. | Jun 22, 2026 | Jun 22, 2026 |
26PB-0033383 IN RE: FERRELL FAMILY TRUST | shasta · Probate Not Specified | Petition for Order (1) Compelling Trustee to Account; (2) Instructing Trustee to Make Distributions; (3) for Redress of Breach of Trust; (4) for Redress of Breach of Fiduciary Duty; (5) for Surcharge of Trustee; and (6) for Unjust Enrichment | Appearance required | Jun 22, 2026 | Jun 22, 2026 |
200700288787PRTR In the Matter of Lowell T. Patton Trust | ventura · Probate | Account and Report | The court intends to sustain the objections, surcharge Sally Patton Walter according to proof, and that Sally Patton Walter be removed as trustee. Special Master to File a Fee Petition. | Jun 24, 2026 | Jun 24, 2026 |
PR0001468 IN RE THE DAX PHILIPS REVOCABLE LIVING TRUST / IN THE MATTER OF DAXTON WEST PHILIPS | marin · Probate James T. Chou | Status Conference; Second Report and Account of Guardian and Petition for Order; Petition for Order Fixing Amount of Surcharge | Parties ordered to appear | Jun 29, 2026 | Jun 25, 2026 |