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Case Information

Filed 2022-02-25
Status Case Closed - Approval Of Final Accounting
Type Letters Testamentary
Docket 59 entries
Photo of Hon. Julia C. Kelety

Judge

Hon. Julia C. Kelety

San Diego County (CA)

California

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Docket Entries

  1. Ex Parte Petition for Final Discharge and Order Ex Parte Petition for Final Discharge and Order filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21689412 Filed By: Executor Kemper, Kathleen Ann Executor Valentine, Kelsey Kemper
  2. Receipt of Distribution Receipt of Distribution filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21689412 Filed By: Executor Kemper, Kathleen Ann Executor Valentine, Kelsey Kemper
  3. E-filing transaction number 21660942 partially accepted.
  4. Receipt Receipt - Other (receipt by attorney) filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21660942 Filed By: Executor Valentine, Kelsey Kemper Executor Kemper, Kathleen Ann
  5. Petition - Granted
  6. Accounting ROA #18 - First and Final Report of Personal Representative & Petition for Final Distribution On: Account... filed by Kathleen Kemper and Kelsey Valentine on 01/03/2023 Hearing Date: 3/9/2023 2:30 PM Judicial Officer: KELETY, JULIA C. Department: 503
  7. Minutes finalized for Account and Report (Estates) heard 03/09/2023 02:30:00 PM.
  8. Final Accounting(First and Final Report of Personal Representative & Petition for Final Distribution On: Account...) filed by Kathleen Ann Kemper and Kelsey Kemper Valentine was granted.
  9. Response to Probate Notes Response to Probate Notes filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21595391 Filed By: Executor Kemper, Kathleen Ann Executor Valentine, Kelsey Kemper
  10. Notice of Hearing-Decedent's Estate or Trust Notice of Hearing-Decedent's Estates and Trusts filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21550303 Filed By: Executor Kemper, Kathleen Ann Executor Valentine, Kelsey Kemper
  11. Account and Report (Estates) scheduled for 03/09/2023 at 02:30:00 PM at Central in 503 Julia C. Kelety.
  12. Final Accounting Final Accounting (First and Final Report of Personal Representative & Petition for Final Distribution On: Account...) filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21547117 Filed By: Executor Kemper, Kathleen Ann Executor Valentine, Kelsey Kemper
  13. Notice of Change of Address / Telephone Number Notice of Change of Address / Telephone Number filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21547117 Filed By: Executor Kemper, Kathleen Ann Executor Valentine, Kelsey Kemper
  14. Inventory and Appraisal Inventory and Appraisal - Final filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21364806 Filed By: Executor Kemper, Kathleen Ann Executor Valentine, Kelsey Kemper
  15. Petition - Granted
  16. Surety Bond Surety Bond ($20,000.00) filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper. Filed By: Executor Kemper, Kathleen Ann Executor Valentine, Kelsey Kemper
  17. Petition for Probate ROA #1 - Petition for Probate of Will and Letters Testamentary with Authorization to Administer Under the Independent Administration of Estates Act filed by Kathleen Ann Kemper and Kelsey Kemper Valentine on 02/25/2022 Hearing Date: 4/28/2022 1:30 PM Judicial Officer: KELETY, JULIA C. Department: 503
  18. Court updated role of Kelsey Kemper Valentine to Co-Executor.
  19. Court updated role of Kathleen Ann Kemper to Co-Executor.
  20. Minutes finalized for Petition for Probate heard 04/28/2022 01:30:00 PM.
  21. Ex Parte Petition for Final Discharge and Order Ex Parte Petition for Final Discharge and Order filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21689412 Filed By: Executor Kemper, Kathleen Ann Executor
  22. Receipt of Distribution Receipt of Distribution filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21689412 Filed By: Executor Kemper, Kathleen Ann Executor
  23. E-filing transaction number 21660942 partially accepted.
  24. Receipt Receipt - Other (receipt by attorney) filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21660942 Filed By: Executor Valentine, Kelsey Kemper Executor
  25. Minutes finalized for Account and Report (Estates) heard 03/09/2023 02:30:00 PM.
  26. Final Accounting(First and Final Report of Personal Representative & Petition for Final Distribution On: Account...) filed by Kathleen Ann Kemper and Kelsey Kemper Valentine was granted.
  27. Response to Probate Notes Response to Probate Notes filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21595391 Filed By: Executor Kemper, Kathleen Ann Executor
  28. Notice of Hearing-Decedent's Estate or Trust Notice of Hearing-Decedent's Estates and Trusts filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21550303 Filed By: Executor Kemper, Kathleen Ann Executor
  29. Account and Report (Estates) scheduled for 03/09/2023 at 02:30:00 PM at Central in 503 Julia C. Kelety.
  30. Final Accounting Final Accounting (First and Final Report of Personal Representative & Petition for Final Distribution On: Account...) filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21547117 Filed By: Executor Kemper, Kathleen Ann Executor
  31. Notice of Change of Address / Telephone Number Notice of Change of Address / Telephone Number filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21547117 Filed By: Executor Kemper, Kathleen Ann Executor
  32. Inventory and Appraisal Inventory and Appraisal - Final filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21364806 Filed By: Executor Kemper, Kathleen Ann Executor
  33. Surety Bond Surety Bond ($20,000.00) filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper. Filed By: Executor Kemper, Kathleen Ann Executor
  34. Order for Probate Order for Probate filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21315665 Filed By: Executor Valentine, Kelsey Kemper Executor
  35. Letters Testamentary (LETTERS EXPIRE: 10/28/2023) filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21315665 Filed By: Executor Kemper, Kathleen Ann Executor
  36. Minutes finalized for Petition for Probate heard 04/28/2022 01:30:00 PM.
  37. The Petition for Probate of Will and Letters Testamentary with Authorization to Administer Under the Independent Administration of Estates Act filed by Kathleen Ann Kemper and Kelsey Kemper Valentine is granted. Court appointed Kathleen Ann Kemper and Kelsey Kemper Valentine as Co-Executors for the Estate of James Isaac Valentine, aka James I. Valentine on 04/28/2022. Letters to issue.
  38. Ancillary Will dated 12/23/2020 admitted to probate on 04/28/2022.
  39. Court updated role of Kathleen Ann Kemper to Co-Executor.
  40. Court updated role of Kelsey Kemper Valentine to Co-Executor.
  41. Ex Parte Petition for Final Discharge and Order Ex Parte Petition for Final Discharge and Order filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21689412 Filed By: Executor Kemper, Kathleen Ann Executor
  42. Receipt of Distribution Receipt of Distribution filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21689412 Filed By: Executor Kemper, Kathleen Ann Executor
  43. Receipt Receipt - Other (receipt by attorney) filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21660942 Filed By: Executor Valentine, Kelsey Kemper Executor
  44. Response to Probate Notes Response to Probate Notes filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21595391 Filed By: Executor Kemper, Kathleen Ann Executor
  45. Notice of Hearing-Decedent's Estate or Trust Notice of Hearing-Decedent's Estates and Trusts filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21550303 Filed By: Executor Kemper, Kathleen Ann Executor
  46. Final Accounting Final Accounting (First and Final Report of Personal Representative & Petition for Final Distribution On: Account...) filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21547117 Filed By: Executor Kemper, Kathleen Ann Executor
  47. Notice of Change of Address / Telephone Number Notice of Change of Address / Telephone Number filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21547117 Filed By: Executor Kemper, Kathleen Ann Executor
  48. Inventory and Appraisal Inventory and Appraisal - Final filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21364806 Filed By: Executor Kemper, Kathleen Ann Executor
  49. Surety Bond Surety Bond ($20,000.00) filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper. Filed By: Executor Kemper, Kathleen Ann Executor
  50. Order for Probate Order for Probate filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21315665 Filed By: Executor Valentine, Kelsey Kemper Executor
  51. Letters Testamentary (LETTERS EXPIRE: 10/28/2023) filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21315665 Filed By: Executor Kemper, Kathleen Ann Executor
  52. Proof of Publication Proof of Publication filed by Kemper, Kathleen Ann.; Transaction Number: 21276237 Filed By: Executor Kemper, Kathleen Ann
  53. Notice of Petition to Administer Estate Notice of Petition to Administer Estate filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21261886 Filed By: Executor Kemper, Kathleen Ann Executor
  54. Petition for Probate of Will and Letters Testamentary Petition for Probate of Will and Letters Testamentary with Authorization to Administer Under the Independent Administration of Estates Act filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21257556 Filed By: Executor Kemper, Kathleen Ann Executor Refers To: Executor Kemper, Kathleen Ann Executor Decedent
  55. Duties and Liabilities of Personal Representative Duties and Liabilities of Personal Representative filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21257556 Filed By: Executor Kemper, Kathleen Ann Executor
  56. Declaration - Other Declaration - Other filed by Kemper, Kathleen Ann; Valentine, Kelsey Kemper.; Transaction Number: 21257556 Filed By: Executor Kemper, Kathleen Ann Executor
  57. Minutes finalized for Account and Report (Estates) heard 03/09/2023 02:30:00 PM.
  58. Minutes finalized for Petition for Probate heard 04/28/2022 01:30:00 PM.
  59. Accounting ROA #18 - First and Final Report of Personal Representative & Petition for Final Distribution On: Account... filed by Kathleen Kemper and Kelsey Valentine on 01/03/2023 Hearing Date: 3/9/2023 2:30 PM Judicial Officer: KELETY, JULIA C. Department: 503

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Full Analytics Report

  • Complete case narrative
  • Judge details and rulings
  • Case disposition and outcome
  • All docket entries
  • Related cases and filings
$20
One-time purchase