| Case | County / Judge | Motion | Ruling | Indexed | Hearing |
|---|
| 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 |
25PR00487 Conservatorship of Elizabeth Anne Garvin | santabarbara · Civil Denise M. Hippach | Compliance Review Hearing | Appearances required | Jun 8, 2026 | Apr 29, 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 |
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 |
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 |
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 |
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 |
25PR00063 Estate of Don Karl Giles | santabarbara · Civil Jed Beebe | Status of Administration | Appearances required. | Jul 13, 2026 | Jun 1, 2026 |
24PR0084 THE MATTER OF THE VISMAN FAMILY REVOCABLE TRUST | eldorado · Civil | Compel Trust Accounting | GRANTED IN PART | Aug 28, 2026 | Jun 15, 2026 |
26PR000648 IN RE: THE TRUDI TUCKER LIVING TRUST | sacramento · Probate | Motion for Sanctions (CCP §128.7); Motion to Strike | DENIED | Aug 19, 2026 | Jun 17, 2026 |
Unknown 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 of Documents; Motion to Deem Matters Admitted | GRANTED | Aug 28, 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 |
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 |
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 |
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 |
2025PRTR039181 IN RE THE LEONE M RIECK REVOCABLE TRUST AGREEMENT DTD FEBRUARY 24, 2017, AS AMENDED ON SEPTEMBER 28, 2018 | ventura · Probate | Petition to Compel an Accounting, for Denial of Compensation and Surcharge, etc | The Court intends to order the trustee to serve and file a statutory accounting from 11/13/19 to the present. The Court will suspend the trustee’s powers and appoint Debra Rieck as the interim successor trustee pending further order of the Court. | Jun 25, 2026 | Jun 25, 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 |
202200566844PRCE In the Matter of Carol M. Young | ventura · Probate | Final Account and Report 2nd and Final Accounting | The court intends to approve the account and deny the request to reserve conservator fees. | Jun 30, 2026 | Jun 30, 2026 |
2017-00950100 Turner – Conservatorship | orange · Probate Erin Rowe | Demurrer | OVERRULED | Jul 21, 2026 | Jul 1, 2026 |
2026-0153097 Connolly – Probate | orange · Probate Erin Rowe | Motion to Strike Petition for Probate | DENIED | Jul 21, 2026 | Jul 1, 2026 |
PR0001764 IN THE MATTER OF THE SURVIVOR’S TRUST UNDER THE MCCULLOUGH LIVING TRUST DATED NOVEMBER 30, 1992 | marin · Probate James T. Chou | Petition for Instructions | The parties are ordered to appear. | Jul 3, 2026 | Jul 2, 2026 |
26PR0104 In re: The Declaration of Trust of Dolby R. Marple and Tamzia L. Marple | eldorado · Civil | Petition to Compel Accounting, Remedy Breach of Trustee | GRANTED | Aug 26, 2026 | Jul 6, 2026 |
25PR0206 The Darlene Andersen Trust | eldorado · Civil | Petition for Instructions and Removal of Trustee; Motions to Compel Further Discovery | Mixed | Aug 26, 2026 | Jul 6, 2026 |
24PR00589 Estate of Jeanne Pate | santabarbara · Civil James F. Rigali | Petition for Final Distribution | Appearances required. | Aug 19, 2026 | Jul 14, 2026 |
24PR00589 Estate of Jeanne Pate | santabarbara · Civil James F. Rigali | Petition for Final Distribution | Recommended to issue Order to Show Cause for removal of personal representative | Aug 19, 2026 | Jul 14, 2026 |
PR040209 In re Estate of Carl J. Treise | slo · Civil | Motion to Tax Costs | GRANTED | Jul 15, 2026 | Jul 15, 2026 |
2026PRTR062117 IN RE THE WEYMAN FAMILY TRUST DATED APRIL 28, 2014 | ventura · Probate | Petition for Order Requiring Respondent to Provide Information; Petition for Order Surcharging Respondent for Breach of Fiduciary Duties | The court intends to continue the hearing for statutorily sufficient service of notice if notice has not been given, or order the parties to mediation if notice is sufficient. | Jul 22, 2026 | Jul 22, 2026 |
PR0001389 IN THE MATTER OF THE GREVESMUHL-YOUNG REVOCABLE TRUST UDT 06/19/ 2009 | marin · Probate James T. Chou | Verified Petition for Order; Verified Petition for Orders | CONTINUED | Jul 23, 2026 | Jul 23, 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 |
25CV459137 Alexander Xue vs EMC Santana Row, LLC | santaclara · Civil Nahal Iravani-Sani | Demurrer to Answer | OVERRULED | Jul 28, 2026 | Jul 29, 2026 |
01426688 Sanburg – Trust | orange · Probate Not Specified | Motion to Compel Responses to Requests for Production of Documents | DENIED | Aug 6, 2026 | Aug 5, 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 |
01094693 Schwarz - Probate | orange · Probate Not Specified | Motion for Judgment on Bond | GRANTED | Aug 6, 2026 | Aug 5, 2026 |
20PR000163 In The Matter of The Ashe Family Trust | napa · Civil Cynthia P. Smith | PETITIONER’S MOTION TO COMPEL KRISTINE KLUSSMAN’S FURTHER RESPONSES TO DEMANDS FOR PRODUCTION OF DOCUMENTS, SET ONE | DENIED | Aug 24, 2026 | Aug 6, 2026 |
25PR0273 IN THE MATTER OF DONENE VUKOVICH | eldorado · Civil | Petition to Determine Entitlement to Assets; Petition for Breach of Trust; Surcharge; Removal of Trustees; Recovery of Trust Property; Compel Information | DENIED in part | Aug 26, 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 26, 2026 | Aug 18, 2026 |
25PR000136 Estate of Aida D. Nunez | napa · Civil Cynthia P. Smith | MOTION TO BE RELIEVED AS COUNSEL | CONTINUED | Aug 26, 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 26, 2026 | Aug 18, 2026 |
26PR000648 In re: The Trudi Tucker Living Trust | sacramento · Probate | Motion to disqualify counsel; Motion for sanctions; Motion to freeze trust accounts; Request to strike compromised filings | DENIED | Aug 19, 2026 | Aug 19, 2026 |
26PR000648 IN RE: THE TRUDI TUCKER LIVING TRUST | sacramento · Probate | Motion for Substitution of Successor-In-Interest and Appointment of Neutral Professional Fiduciary | DENIED | Aug 19, 2026 | Aug 19, 2026 |
26PR000648 In the Matter of The Trudi Tucker Living Trust | sacramento · Probate | Motion for Leave to File First Amended Petition and Concurrent Supplemental Petition | DENIED without prejudice | Aug 19, 2026 | Aug 19, 2026 |
PR0001702 IN THE MATTER OF GERALD K. SCHOFIELD TRUST | marin · Probate James T. Chou | Petition for Instructions and Trust Terms Modification | CONTINUED | Aug 19, 2026 | Aug 20, 2026 |
PR0001702 IN THE MATTER OF GERALD K. SCHOFIELD TRUST | marin · Probate James T. Chou | Petition for Instructions and Trust Terms Modification | CONTINUED | Aug 20, 2026 | Aug 20, 2026 |