| 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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
24PR00617 Matter of Veronica Corona Special Needs Trust | santabarbara · Civil Jed Beebe | Second Accounting and Report of Trustee | Discrepancies identified; supplemental filing required. | Jul 30, 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 | Jul 28, 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 27, 2026 | Jun 15, 2026 |
25PR0283 ESTATE OF JACK PEFLEY | eldorado · Civil | Accounting; Surcharge; Appointment of Trustee | CONTINUED | Aug 3, 2026 | Jun 15, 2026 |
24PR0084 THE MATTER OF THE VISMAN FAMILY REVOCABLE TRUST | eldorado · Civil | Compel Trust Accounting; Enjoin trustees; Deny compensation; Remove trustees; Surcharge; Award attorney fees | PARTIALLY GRANTED / CONTINUED | Aug 3, 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 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 |
25CV-01878 William Mooneyham., et al. vs Steve Mooneyham., et al. | merced · Civil Stephanie L. Jamieson | Demurrer | OVERRULED | Jun 22, 2026 | Jun 17, 2026 |
Not specified In the Matter of: THE KELVIN PENNY LIVING TRUST, dated December 19, 2018 | santaclara · Probate Panteha E. Saban | Motion to compel responses to form interrogatories; Motion to compel responses to special interrogatories; Motion to compel responses to requests for production of documents; Motion to deem admitted matters in requests for admission | GRANTED | Aug 3, 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 |
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 |
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 |
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 |
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 |
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 |
2017-00950100 Turner – Conservatorship | orange · Probate Erin Rowe | Demurrer | OVERRULED | 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 DATED FEBRUARY 21, 1989 | eldorado · Civil | PETITION TO COMPEL ACCOUNTING, REMEDY BREACH OF TRUSTEE; COMPEL DISTRIBUTIONS; REDUCE TRUSTEE COMPENSATION; AND AWARD PAYMENT OF PETITIONER’S ATTORNEY’S FEES | GRANTED | Jul 29, 2026 | Jul 6, 2026 |
25PR0206 THE DARLENE ANDERSEN TRUST | eldorado · Civil | PETITION FOR INSTRUCTIONS AND FOR REMOVAL OF TRUSTEE; MOTIONS TO COMPEL DISCOVERY RESPONSES | MIXED | Jul 29, 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 |
26PR00123 Matter of Peter Mainstain 1992 Trust #1 | santabarbara · Civil Colleen Sterne | Petition re Internal Affairs of Trust Against Former Co- Trustees 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 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 and other relief | Denied without prejudice | Jul 29, 2026 | Jul 13, 2026 |
26PR0153 In the Matter of D.J. and L.J. Chase Family 1988 Revocable Trust | eldorado · Civil | Petition to contest trust amendments | Granted | Jul 29, 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 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 |
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 |
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 |
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 |