| Case | County / Judge | Motion | Ruling | Indexed | Hearing |
|---|
| Case | County / Judge | Motion | Ruling | Indexed | Hearing |
|---|---|---|---|---|---|
PR040209 In re Estate of Carl J. Treise |
slo · Civil |
| Motion to Tax Costs |
| GRANTED |
| Jul 15, 2026 |
| Jul 15, 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 13, 2026 | Jul 13, 2026 |
26PR0155 The Estate of the William A. Jones & Mary H. Jones Trust | eldorado · Civil | Petition for 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 | DENIED | Jul 13, 2026 | Jul 13, 2026 |
25PR0206 THE DARLENE ANDERSEN TRUST | eldorado · Civil | MOTION TO COMPEL FURTHER DISCOVERY RESPONSES; PETITION FOR INSTRUCTIONS AND FOR REMOVAL OF TRUSTEE | MIXED | Jul 13, 2026 | Jul 6, 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 13, 2026 | Jul 6, 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 |
2017-00950100 Turner – Conservatorship | orange · Probate Erin Rowe | Respondent Tamara Joy Willits’ Demurrer | OVERRULED | Jul 13, 2026 | Jul 1, 2026 |
2026-0153097 Connolly – Probate | orange · Probate Erin Rowe | Objectors Charles A. Connolly and Patricia Ann Connolly’s Motion to Strike Petition for Probate of Purported Annexed Will and for Letters of Administration in its Entirety | DENIED | Jul 13, 2026 | Jul 1, 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 |
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 |
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 |
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 |
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 |
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 production of documents; Motion to deem admitted matters in requests for admissions | GRANTED | Jul 15, 2026 | Jun 17, 2026 |
25PR00063 Estate of Don Karl Giles | santabarbara · Civil Jed Beebe | Status of Administration | Appearances required. | Jul 13, 2026 | Jun 1, 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 |
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 |
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 |
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 |
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 |
24CV02343 Kelly Ovieda vs Moss Motors LTD et al | santabarbara · Civil | Motion: Final Approval of Class Action Settlement | GRANTED | Jun 15, 2026 | May 8, 2026 |
25PR00487 Conservatorship of Elizabeth Anne Garvin | santabarbara · Civil Denise M. Hippach | Compliance Review Hearing | Appearances required | Jun 8, 2026 | Apr 29, 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 |