| Case | County / Judge | Motion | Ruling | Indexed | Hearing |
|---|
| Case | County / Judge | Motion | Ruling | Indexed | Hearing |
|---|---|---|---|---|---|
26PB-0033254 IN RE: BETTY EDITY JOHN TRUST |
| 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 |
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 |
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 |
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-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 |
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 |
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 UNDER PROBATE CODE § 859 | APPEARANCE REQUIRED | Jun 29, 2026 | Jun 18, 2026 |
26PR000100 In The Matter of The Harnett Family Trust | napa · Civil Robert Stamps | PETITION TO APPOINT PUBLIC GUARDIAN SUCCESSOR TRUSTEE OF THE HARNETT FAMILY TRUST | CONTINUED | Jun 29, 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. Case set for Review- Biennial hearing. Conservatee's right to register to vote restored. | Jun 29, 2026 | Jun 18, 2026 |
26PR000101 Conservatorship of Deirdre Combs | napa · Civil Robert Stamps | PETITION FOR APPOINTMENT OF PROBATE CONSERVATOR OF THE ESTATE | APPEARANCE REQUIRED | Jun 29, 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; Motion to Deem Matters Admitted | GRANTED | Jun 29, 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 |
25PR00627 In the Matter of the Conservatorship of Roberto Carlos Pablo-Vargas | santabarbara · Civil James F. Rigali | Conservatorship Compliance Hearing | CONTINUED (Missing GC-355) | Jun 26, 2026 | Jun 16, 2026 |
25PR00627 In the Matter of Conservatorship of Roberto Carlos Pablo-Vargas | santabarbara · Civil James F. Rigali | Conservatorship Compliance Hearing | Deficiencies cited; appearance required. | Jun 11, 2026 | Jun 16, 2026 |
25PR00627 In the Matter of Conservatorship of Roberto Carlos Pablo-Vargas | santabarbara · Civil James F. Rigali | Conservatorship Compliance Hearing | Missing required filings; appearances required. | Jun 24, 2026 | Jun 16, 2026 |
25PR00020 In the Matter of Guardianship of Olivia Jade Kristina Ma Jackson | santabarbara · Civil James F. Rigali | First Accounting and Report | Termination of guardianship recommended due to zero asset estate; appearances required. | Jun 24, 2026 | Jun 16, 2026 |
25PR00627 Conservatorship of Roberto Carlos Pablo-Vargas | santabarbara · Civil James F. Rigali | Conservatorship Compliance Hearing | Appearances required | Jun 29, 2026 | Jun 16, 2026 |
25PR00627 Conservatorship of Roberto Carlos Pablo-Vargas | santabarbara · Civil James F. Rigali | Conservatorship Compliance Hearing | Compliance required | Jun 12, 2026 | Jun 16, 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 |
25PR0283 ESTATE OF JACK PEFLEY | eldorado · Civil | Accounting Hearing; Surcharge; Appointment of Trustee | CONTINUED | Jun 29, 2026 | Jun 15, 2026 |
24PR00617 Matter of Veronica Corona Special Needs Trust | santabarbara · Civil Jed Beebe | Second Accounting and Report of Trustee | Supplement required. | Jun 29, 2026 | Jun 15, 2026 |
24PR0084 THE MATTER OF THE VISMAN FAMILY REVOCABLE TRUST | eldorado · Civil | Compel Trust Accounting | CONTINUED | Jun 29, 2026 | Jun 15, 2026 |
20-01126838 Cung vs. Cung | orange · Civil Andre Manssourian | Motion for Equitable Credit; Motion for Attorney Fees; Notice of Joinder; Motion for Final Approval | Equitable credit DENIED; Attorney fees GRANTED; Final approval GRANTED | Jun 22, 2026 | Jun 12, 2026 |
PRO1704652 IN THE MATTER OF DAXTON WEST PHILIPS | marin · Probate James T. Chou | Second Report and Account of Guardian; Petition for Order Fixing Amount of Surcharge | The parties are ordered to appear. | Jun 16, 2026 | Jun 11, 2026 |
30-2025-01487809 Baker – Trust | orange · Probate Catherine Evans | Demurrer and Motion to Strike | Demurrer OVERRULED; Motion to Strike DENIED | Jun 16, 2026 | Jun 10, 2026 |
30-2025-01472222 Ueberroth – Trust | orange · Probate Catherine Evans | — | Motion moot. | Jun 11, 2026 | Jun 10, 2026 |
30-2020-01174580 Burciaga – Limited Conservatorship | orange · Probate Catherine Evans | Motion to Be Relieved | GRANTED | Jun 16, 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 |
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 |
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 |
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 |
25PR00400 In the Matter of Conservatorship of Nicolas Filemon Meza | santabarbara · Civil James F. Rigali | Conservatorship Compliance Hearing | Missing required filings; appearances required. | Jun 24, 2026 | Jun 2, 2026 |
25PR00400 Conservatorship of Nicolas Filemon Meza | santabarbara · Civil James F. Rigali | Conservatorship Compliance Hearing | Appearances required; documents missing | Jun 29, 2026 | Jun 2, 2026 |
25PR00400 Conservatorship of Nicolas Filemon Meza | santabarbara · Civil James F. Rigali | Conservatorship Compliance Hearing | CONTINUED | Jun 16, 2026 | Jun 2, 2026 |
24PR00540 Guardianship of Bassam R Rifai et al | santabarbara · Civil James F. Rigali | First Accounting and Report of Guardian | Appearances required | Jun 12, 2026 | Jun 2, 2026 |
25PR00400 In the Matter of Conservatorship of Nicolas Filemon Meza | santabarbara · Civil James F. Rigali | Conservatorship Compliance Hearing | Documents missing | Jun 12, 2026 | Jun 2, 2026 |
25PR00400 In the Matter of the Conservatorship of Nicolas Filemon Meza | santabarbara · Civil James F. Rigali | Conservatorship Compliance Hearing | CONTINUED (Missing documents) | Jun 26, 2026 | Jun 2, 2026 |
25PR00400 Conservatorship of Nicolas Filemon Meza | santabarbara · Civil James F. Rigali | Conservatorship Compliance Hearing | Appearances required | May 29, 2026 | Jun 2, 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 |
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 |
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 |
22-01299697 East Orange County Water District vs. Performance Pipeline Technologies | orange · Civil Richard Y. Lee | Motion for Summary Judgment; Motion for Summary Adjudication | DENIED | May 26, 2026 | May 21, 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 |
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 |