Fifth and Final Account and Report of Trustee of Testamentary Trust; Petition for Approval and Settlement of Fifth Account, for Allowance of Trustee’s Fees and Her Attorney’s Fees, for Final Distribution, for Retention of Reserve, and for Decrease of Bond
Absent objections, this Petition will be granted without hearing. Petitioner is ordered to: 1. Submit a proposed Order to the Court, no later than five court days from the date of this hearing; and 2. Comply with the following future dates: a. Final Inventory and Appraisal. i. A status hearing for the filing of the Final Inventory and Appraisal shall be set on September 17, 2026, at 10:00 a.m. (Prob. Code, § 8800.) ii. An appearance will be required on that date if the Final Inventory and Appraisal is not filed at least five court days prior to hearing. (Super.
Ct. Marin County, Local Rules, rule 6.2(b), Filing, Hearing, and Continuance Procedures.) b. Status on Closing Estate. i. Either: (1) a Petition for Final Distribution; or (2) a Report on Status of Administration shall be filed by May 13, 2027, as required by Probate Code sections 12200 and 12201. ii. A status hearing re filing the Petition or Report shall be set on June 3, 2027, at 10:00 a.m. PLEASE NOTE: Probate cases that are designated as confidential by California law will not be posted online.
For tentative rulings in those matters, please contact the judicial secretary at (415) 444- 7260. Page 3 | 17
1. If neither document has been timely filed, an appearance will be required.
2. If the Petition or Report is timely filed, the hearing will be set on June 3, 2027, at 9:00 a.m.
PR0000431 IN THE MATTER OF LYNELL WHEELOCK
Verified First Amended Fourth Report of Status of Administration, filed by Forbe L. Myers on 4/8/26.
Ruling. Absent objections, the Report of Status of Administration is accepted and approved. Personal Representative is ordered to comply with the following future dates: 1. Status on Closing Estate. a. Either: (1) a Petition for Final Distribution; or (2) a Report of Status of Administration shall be filed by June 11, 2026, as required by Probate Code sections 12200-12201. b. A status hearing re filing the Petition or Report shall be set on July 2, 2026, at 10:00 a.m. i. If neither document has been timely filed, an appearance will be required. ii. If the Petition or Report is timely filed, the hearing will be set on July 2, 2026, at 9:00 a.m.
PR0000451 IN THE MATTER OF JOSEPH A. ARMEL
Verified Report of Status and Petition for Additional Time for Estate Administration, filed by Joshua Armel on 3/17/26.
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Ruling. This matter is continued to June 11, 2026, at 9:00 a.m. Petitioner is ordered to: 1. Mail notice to all interested parties using the mandatory Judicial Council Form “Notice of Hearing – Decedent’s Estate or Trust” with the box checked in Item 1 stating this is a report of status of administration. (Judicial Council Forms, form DE-120.)
2. File a copy of the DE-120 that was mailed, with the Proof of Service completed on page 2 showing that all interested parties received at least fifteen days’ notice of the Report of Status of Administration. (Prob. C. § 12201(b).) The Proof of Service must be filed at least five court days prior to hearing. (Super. Ct. Marin County, Local Rules, rule 6.2(b), Filing, Hearing, and Continuance Procedures.) PLEASE NOTE: Probate cases that are designated as confidential by California law will not be posted online. For tentative rulings in those matters, please contact the judicial secretary at (415) 444- 7260. Page 4 | 17
PR0000724 IN THE MATTER OF ALI NAZARI
Petition for First and Final Report and Account of Administrator; for Settlement Thereof; for Final Distribution; for Allowance of Ordinary Compensation to Administrator and Attorney for Administrator; and for Distribution of Minor’s Share to Trust or, in the Alternative, to a Blocked Account, filed by Leah Joy Maurer Nazari on 4/16/26.
Ruling. Absent objections, this Petition will be granted with the minor’s share to be distributed to a blocked account.
1. Petitioner is ordered to submit to the Court, no later than five court days from the date of this hearing, an order to establish blocked account on the mandatory Judicial Council form “Order to Deposit Funds in Blocked Account” to be signed in addition to the Order granting this Petition. (Judicial Council Forms, form MC-355.)
3. A status hearing to confirm filing of the mandatory Judicial Council form “Acknowledgment of Receipt of Order and Funds for Deposit in Blocked Account” is set for July 14, 2026, at 10:00 a.m. (Judicial Council Forms, form MC-356.) The completed form must be filed at least five court days prior to hearing. (Super. Ct. Marin County, Local Rules, rule 6.2(b), Filing, Hearing, and Continuance Procedures.)
PR0000789 IN THE MATTER OF ISIDORE E. NATSIOS
Petition for Termination of Proceedings and for Discharge of Personal Representative, filed by Emmanual Natsios on 4/16/26.
Ruling. It appearing to the Court that there is property belonging to the Estate and that such property was improperly distributed without prior Court authorization, the Petition is denied. (Prob. Code, § 12251.) Petitioner is directed to file a new petition for final distribution and request appropriate relief in light of the factual posture of the case.
PR0001000 IN THE MATTER OF ALISON ANNE VON LACKUM
Petition for: (1) Final Account and Report; (2) Waiver of Accounting; (3) Payment of Statutory Fees; (4) and Final Distribution, filed by Evan Von Lackum on 3/11/26.
Ruling. This matter is continued to June 11, 2026, at 9:00 a.m. to address the following issues: 1. It is not clear whether notice was provided to all interested parties pursuant to Probate Code section 9202.
2. Petitioner requests an increased statutory fee based on gains and receipts to the Estate. When an accounting is waived, the statutory fee base does not include receipts to the Estate unless the Petitioner provides detailed schedules of receipts, gains, and losses (Cal. Rules of Court, rule 7.550(b)(6) and 7.705(b)). The statutory fee in this Estate totals $8,838.08 unless such schedules are provided in an Amendment to Petition. PLEASE NOTE: Probate cases that are designated as confidential by California law will not be posted online. For tentative rulings in those matters, please contact the judicial secretary at (415) 444- 7260. Page 5 | 17
Petitioner is ordered to file either: 1. A Supplement to Petition that provides the following information: a. Was Decedent the surviving spouse of a person who received the health care described in Probate Code section 9202, subd. (a)? b. Was notice to the California Victim Compensation Board required pursuant to Probate Code section 9202, subd. (b)? c. Was notice provided to the Franchise Tax Board as required by Probate Code section 9202, subd. (c)(1)? OR 2. An Amendment to Petition that: a. Provides all of the above information; and b. Provides detailed schedules of receipts, gains, and losses. (Cal. Rules of Court, rule 7.3(4).)
If Petitioner files an Amendment to Petition, he must also file Proof of Service confirming that at least fifteen days’ notice of the Amendment was provided to all interested parties on the mandatory Judicial Council Form “Notice of Hearing – Decedent’s Estate or Trust.” (Judicial Council Forms, form DE-120; Cal. Rules of Court, rule 7.53(a).)
PR0001010 IN THE MATTER OF ELEANOR C. CRISWELL
Petition for Probate of Lost Will and for Letters Testamentary, filed by Ronald C. Stone on 4/6/26.
Ruling. Absent objections, this Petition will be granted without hearing.