| Case | County / Judge | Motion | Ruling | Indexed | Hearing |
|---|
| Case | County / Judge | Motion | Ruling | Indexed | Hearing |
|---|---|---|---|---|---|
24PR00617 Matter of Veronica Corona Special Needs Trust | santabarbara · Civil Jed Beebe | Second Accounting and Report of Trustee | CONTINUED | Jun 12, 2026 |
| Jun 15, 2026 |
PRO1704652 In the Matter of Daxton West Philips | marin · Probate James T. Chou | Second Report and Account of Guardian; Petition to Fix Amount of Surcharge | The parties are ordered to appear. | Jun 12, 2026 | Jun 11, 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 | OVERRULED; DENIED | Jun 12, 2026 | Jun 10, 2026 |
30-2020-01174580 Burciaga – Limited Conservatorship | orange · Probate Catherine Evans | Motion to Be Relieved | GRANTED | Jun 12, 2026 | Jun 10, 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 |
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 |
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 |
34-2021-00309961-PR-LA-FRC In the matter of Alan K Buchecker | sacramento · Probate | Motion for Reconsideration | DENIED | Jun 4, 2026 | Jun 3, 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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
21PR00490 Conservatorship of Joanetta Hanson | 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 |