| Case | County / Judge | Motion | Ruling | Indexed | Hearing |
|---|
| Case | County / Judge | Motion | Ruling | Indexed | Hearing |
|---|---|---|---|---|---|
25PR00187 Matter of Jack C Stevenson Decedent's Trust |
santabarbara · Civil Colleen Sterne |
| Accounting Trustee's First Account & Report; Petition re Internal Affairs of Trust for Order Compelling Accounting; Removing Trustee and Appointing Successor Trustee; Surcharging Trustees |
| — |
| Jun 16, 2026 |
| Jun 18, 2026 |
Unknown In the Matter of: THE KELVIN PENNY LIVING TRUST | santaclara · Probate HON. PANTEHA E. SABAN | Motion to compel initial responses to form interrogatories; Motion to compel initial responses to special interrogatories; Motion to compel responses to requests for production of documents; Motion to deem admitted matters in requests for admissions | GRANTED | Jun 16, 2026 | Jun 17, 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 | APPEARANCES REQUIRED | Jun 13, 2026 | Jun 15, 2026 |
24PR0084 THE MATTER OF THE VISMAN FAMILY REVOCABLE TRUST | eldorado · Civil | Compel Trust Accounting | GRANTED IN PART; CONTINUED | Jun 13, 2026 | Jun 15, 2026 |
24PR00617 Matter of Veronica Corona Special Needs Trust | santabarbara · Civil Jed Beebe | Second Accounting and Report of Trustee | CONTINUED | Jun 16, 2026 | Jun 15, 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 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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |