| Case | County / Judge | Motion | Ruling | Indexed | Hearing |
|---|
| Case | County / Judge | Motion | Ruling | Indexed | Hearing |
|---|
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 |
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 |
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 |
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 |
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 |
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 |
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 |
25PR0283 ESTATE OF JACK PEFLEY | eldorado · Civil | Accounting Hearing; Surcharge; Appointment of Trustee | CONTINUED | Aug 18, 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 |
24PR0084 THE MATTER OF THE VISMAN FAMILY REVOCABLE TRUST | eldorado · Civil | Compel Trust Accounting | GRANTED IN PART | Aug 18, 2026 | Jun 15, 2026 |
Not specified In the Matter of: THE KELVIN PENNY LIVING TRUST | 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; Motion to deem matters admitted | GRANTED | Aug 18, 2026 | Jun 17, 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 |
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 |
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 |
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 |
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 |
26PB-0033254 IN RE: BETTY EDITY JOHN TRUST | shasta · Probate | Petition to Compel Accounting, Surcharge and Redress of Breaches of Trustee, Removal of Trustee, Appointment of Successor Trustee, Damages, and Attorney’s Fees and Costs | Appearance required | Jun 29, 2026 | Jun 29, 2026 |
2017-00950100 Turner – Conservatorship | orange · Probate Erin Rowe | Demurrer | OVERRULED | Jul 21, 2026 | Jul 1, 2026 |
25PR0206 The Darlene Andersen Trust | eldorado · Civil | Petition for Instructions and Removal of Trustee; Motion to Compel Discovery Responses | Mixed | Aug 18, 2026 | Jul 6, 2026 |
26PR00112 Matter of Trisha Evans Trust | santabarbara · Civil Colleen Sterne | Petition re Internal Affairs of Trust for Removal of Trustee and Trust Attorney, to Compel Full Accounting, for Surcharge and Disgorgement, for Invalidation of Waiver, and for Appointment of a Forensic Accountant as Temporary Trustee | Appearances are required to update the court. | Jul 13, 2026 | Jul 9, 2026 |
26PR0155 The Estate of the William A. Jones & Mary H. Jones Trust | eldorado · Civil | Petition for Removal of Trustee | DENIED without prejudice | Aug 18, 2026 | Jul 13, 2026 |
PR040209 In re Estate of Carl J. Treise | slo · Civil | Motion to Tax Costs | GRANTED | Jul 15, 2026 | Jul 15, 2026 |
26PR00059 Matter of Diane Honaker Trust of 2002 | santabarbara · Civil Colleen Sterne | Petition re Internal Affairs of Trust for Order: Breach of Trust; Surcharge; Denying Compensation; Removing Trustee | Appearances required | Jul 17, 2026 | Jul 16, 2026 |
26PR00059 Matter of Diane Honaker Trust of 2002 | santabarbara · Civil Colleen Sterne | Petition re Internal Affairs of Trust for Order: Breach of Trust; Surcharge; Denying Compensation to Trustee or Set Off; Denying Compensation to Trustee's Attorneys; Removing Trustee and Appointing Successor Trustee | Appearances are required. | Jul 13, 2026 | Jul 16, 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 | CONTINUED | Jul 16, 2026 | Jul 16, 2026 |
2024PRTR033195 IN RE THE DAVID DWYHALO LIVING TRUST, DATED JULY 5,2011 | ventura · Probate | Petition For Removal of Trustee, Appointment of Professional Fiduciary as Successor Trustee, For Surcharge Against Beneficiary’s Share, And for Attorney’s Fees and Costs | GRANTED | Jul 23, 2026 | Jul 23, 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 | Appearances required | Jul 23, 2026 | Jul 23, 2026 |
26PR000124 In The Matter of The Allen and Valija Tyler Revocable Trust | napa · Civil Cynthia P. Smith | PETITION TO COMPEL TRUSTEE TO ACCOUNT AND PROVIDE INFORMATION; 11 OTHER MOTIONS | CONTINUED | Aug 6, 2026 | Jul 29, 2026 |
26PR0178 Matter of Wayne Randall Martin and Vanessa Lopez Family Trust | eldorado · Probate | Trust Petition | CONTINUED | Aug 18, 2026 | Jul 31, 2026 |
25PR-0050 In re The Robert J. PeBenito and Patricia PeBenito Revocable Living Trust | slo · Civil | Motion to Strike | The motion to strike the First Supplement is granted. The motion to strike the Second Supplement is denied. | Aug 4, 2026 | Aug 5, 2026 |
25PR0273 IN THE MATTER OF DONENE VUKOVICH | eldorado · Civil | Petition to Determine Entitlement to Assets; Petition for Breach of Trust | DENIED (in part) | Aug 18, 2026 | Aug 10, 2026 |
26PB-0033254 IN RE: BETTY EDITY JOHN TRUST | shasta · Probate Not specified | Petition to Compel Accounting, Surcharge and Redress of Breaches of Trustee, Removal of Trustee, Appointment of Successor Trustee, Damages, and Attorney’s Fees and Costs | Appearance required | Aug 10, 2026 | Aug 10, 2026 |
26PR000097 In The Matter of The Bressler Irrevocable Trust | napa · Civil Cynthia P. Smith | 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 UNDER PROBATE CODE § 859 | APPEARANCE REQUIRED | Aug 18, 2026 | Aug 18, 2026 |
25CV000794 Marylouise Avist v. Nathan Fite et al | napa · Civil Cynthia P. Smith | MOTION FOR LEAVE OF COURT TO FILE A SECOND AMENDED COMPLAINT | GRANTED IN PART. DENIED as to deeming Second Amended Complaint filed. | Aug 18, 2026 | Aug 18, 2026 |
25PR000136 Estate of Aida D. Nunez | napa · Civil Cynthia P. Smith | MOTION TO BE RELIEVED AS COUNSEL | CONTINUED | Aug 18, 2026 | Aug 18, 2026 |
25PR00187 Matter of Jack C Stevenson Decedent's Trust created under the First Restatement of the Jack C and Charnee D Stevenson Famliy Trust | santabarbara · Civil Colleen Sterne | 1. Accounting Second Account; 2. Accounting Trustee's First Account & Report; 3. Petition re Internal Affairs of Trust for Order Compelling Accounting; Removing Trustee and Appointing Successor Trustee; Surcharging Trustees | — | Aug 18, 2026 | Aug 27, 2026 |