| Case | County / Judge | Motion | Ruling | Indexed | Hearing |
|---|
| Case | County / Judge | Motion | Ruling | Indexed | Hearing |
|---|---|---|---|---|---|
22PR00629 Guardianship of Sage Micah Rain Davis et al |
santabarbara · Civil James F. Rigali |
| 3rd Accounting and Report |
| Appearances required; discrepancies found; recommended surcharge of at least $17,011.04. |
| Jul 22, 2026 |
| Jul 28, 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 |
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 |
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 |
PRO1704652 IN THE MATTER OF DAXTON WEST PHILIPS | marin · Probate James T. Chou | Second Report and Account of Guardian and Petition for Order; Petition for Order Fixing Amount of Surcharge | CONTINUED | Jul 16, 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 |
24PR00504 Conservatorship of Liliana Gonzalez | santabarbara · Civil James F. Rigali | Review: First Accounting and Report if Conservator | Appearances required; discrepancies resolved with warnings and recommended surcharges. | Jul 22, 2026 | Jul 14, 2026 |
24PR00504 Conservatorship of Liliana Gonzalez | santabarbara · Civil James F. Rigali | Review: First Accounting and Report if Conservator | Appearances required; discrepancies noted | Jul 17, 2026 | Jul 14, 2026 |
24PR00504 Conservatorship of Liliana Gonzalez | santabarbara · Civil James F. Rigali | Review: First Accounting and Report if Conservator | Pending review with discrepancy surcharges recommended | Jul 14, 2026 | Jul 14, 2026 |
24PR00531 Conservatorship of Joel Ibarra | santabarbara · Civil Jed Beebe | Court Investigator's Biennial Review | Recommended that the conservatorship continue. | Jul 6, 2026 | Jul 13, 2026 |
26PR0155 THE ESTATE OF THE WILLIAM A. JONES & MARY H. JONES TRUST | eldorado · Civil | Removal of Trustee; Appointment of Neutral Successor Fiduciary; Accounting; Instructions; Preservation of Trust Assets; Determination of Disputed Property and Claims; Determination of Occupancy, Rental Value, Offset, and Surcharge Issues, and Related Relief | DENIED WITHOUT PREJUDICE | Jul 21, 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 and trustee’s notification, and compel actions | GRANTED | Jul 21, 2026 | Jul 13, 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 |
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 |
24PR00605 Conservatorship of Gabriel Herrera | santabarbara · Civil James F. Rigali | Court Investigator's Biennial Review | Appearances required to show cause on voting disqualification | Jul 17, 2026 | Jul 7, 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; COMPEL DISTRIBUTIONS; REDUCE TRUSTEE COMPENSATION; AND AWARD PAYMENT OF PETITIONER’S ATTORNEY’S FEES | GRANTED | Jul 21, 2026 | Jul 6, 2026 |
25PR0206 THE DARLENE ANDERSEN TRUST | eldorado · Civil | MOTION TO COMPEL FURTHER DISCOVERY RESPONSES; PETITION FOR INSTRUCTIONS AND FOR REMOVAL OF TRUSTEE | MIXED | Jul 21, 2026 | Jul 6, 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 |
24PR00662 Conservatorship of Lisa Kristin Forman | santabarbara · Civil James F. Rigali | First Accounting and Report of Conservator | Appearances required; multiple procedural defects | Jul 17, 2026 | Jun 30, 2026 |
24PR00662 Conservatorship of Lisa Kristin Forman | santabarbara · Civil James F. Rigali | First Accounting and Report of Conservator | Pending review with noted deficiencies | Jul 14, 2026 | Jun 30, 2026 |
24PR00662 Conservatorship of Lisa Kristin Forman | santabarbara · Civil James F. Rigali | First Accounting and Report of Conservator | Appearances required; discrepancies noted; attorney ordered to file separate fee petition. | Jul 22, 2026 | Jun 30, 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 |
2024-01406947 LOS COYOTES KOREAN MEMBER ASSOCIATION VS. AG LOS COYOTES LLC | orange · Civil Lee L. Gabriel | MOTION FOR ATTORNEY FEES | GRANTED | Jun 30, 2026 | Jun 30, 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 |
1 Ramirez vs. Saldana Lomeli | orange · Civil R. Shawn Nelson | Approval of Costs of Partition; Equitable Reimbursement; Order Directing Disbursement of Sale Proceeds | GRANTED | Jun 29, 2026 | Jun 26, 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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |