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Photo of San Diego Court

Court

San Diego Court

California

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Case Information

Filed 2022-08-08
Status Case Closed - Approval Of Final Accounting
Type Trust Proceedings
Docket 44 entries
Disposition transfer
Photo of Hon. Julia C. Kelety

Judge

Hon. Julia C. Kelety

San Diego County (CA)

California

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Docket Entries

  1. Petition - Granted
  2. Accounting ROA #11 Petition for Approval of Trust Accounting and Final Distribution of Trust Assets filed by Kenneth Heinz on 10/18/2022 Hearing Date: 1/5/2023 2:30 PM Judicial Officer: KELETY, JULIA C. Department: 503
  3. Accounting - Final - Trust(Petition for Approval of Trust Accounting and Final Distribution of Trust Assets) filed by Kenneth Heinz was granted.
  4. Minutes finalized for Accounting heard 01/05/2023 02:30:00 PM.
  5. Notice of Hearing-Decedent's Estate or Trust Notice of Hearing-Decedent's Estates and Trusts filed by Heinz, Kenneth.; Transaction Number: 21490892 Filed By: Petitioner Heinz, Kenneth
  6. Accounting scheduled for 01/05/2023 at 02:30:00 PM at Central in 503 Julia C. Kelety.
  7. Accounting - Final - Trust Accounting - Final - Trust (Petition for Approval of Trust Accounting and Final Distribution of Trust Assets) filed by Heinz, Kenneth.; Transaction Number: 21478771 Filed By: Petitioner Heinz, Kenneth
  8. Petition - Granted
  9. Other Hearing ROA#1 - Petition for an Order to Confirm Validity of Trust; Confirm Trustee; and Confirm Assets to Revocable Trust filed by Kenneth Heinz on 08/08/2022 Hearing Date: 10/11/2022 9:00 AM Judicial Officer: KELETY, JULIA C. Department: 503
  10. Probate Code 850 - Petition for Conveyance or Transfer of Property Claimed to Belong to Decedent or Other Person - Trusts(Petition for an Order to Confirm Validity of Trust; Confirm Trustee; and Confirm Assets to Revocable Trust) filed by Kenneth Heinz was granted.
  11. Minutes finalized for Other (Trusts) heard 10/11/2022 09:00:00 AM.
  12. Response to Probate Notes Response to Probate Notes filed by Heinz, Kenneth.; Transaction Number: 21468541 Filed By: Petitioner Heinz, Kenneth
  13. Notice of Hearing on Petition to Determine Claim to Property Notice of Hearing on Petition to Determine Claim to Property filed by Heinz, Kenneth.; Transaction Number: 21412695 Filed By: Petitioner Heinz, Kenneth
  14. Proof of Service Proof of Service filed by Heinz, Kenneth.; Transaction Number: 21412695 Filed By: Petitioner Heinz, Kenneth
  15. Case initiation form printed.
  16. Other (Trusts) scheduled for 10/11/2022 at 09:00:00 AM at Central in 503 Julia C. Kelety.
  17. Case assigned to Judicial Officer Kelety, Julia.
  18. Probate Code 850 - Petition for Conveyance or Transfer of Pr Probate Code 850 - Petition for Conveyance or Transfer of Property Claimed to Belong to Decedent or Other Person - Trusts (Petition for an Order to Confirm Validity of Trust; Confirm Trustee; and Confirm Assets to Revocable Trust) filed by Heinz, Kenneth.; Transaction Number: 21408204 Filed By: Petitioner Heinz, Kenneth Refers To: Trust In the Matter of the: First Amendment and Restatement of Trust Agreement of Gary Heinz Dated February 5, 2018
  19. Trust Coversheet Trust Coversheet filed by Heinz, Kenneth.; Transaction Number: 21408204 Filed By: Petitioner Heinz, Kenneth
  20. Accounting - Final - Trust(Petition for Approval of Trust Accounting and Final Distribution of Trust Assets) filed by Kenneth Heinz was granted.
  21. Minutes finalized for Accounting heard 01/05/2023 02:30:00 PM.
  22. Notice of Hearing-Decedent's Estate or Trust Notice of Hearing-Decedent's Estates and Trusts filed by Heinz, Kenneth.; Transaction Number: 21490892 Filed By: Petitioner Heinz, Kenneth
  23. Accounting scheduled for 01/05/2023 at 02:30:00 PM at Central in 503 Julia C. Kelety.
  24. Accounting - Final - Trust Accounting - Final - Trust (Petition for Approval of Trust Accounting and Final Distribution of Trust Assets) filed by Heinz, Kenneth.; Transaction Number: 21478771 Filed By: Petitioner Heinz, Kenneth
  25. Probate Code 850 - Petition for Conveyance or Transfer of Property Claimed to Belong to Decedent or Other Person - Trusts(Petition for an Order to Confirm Validity of Trust; Confirm Trustee; and Confirm Assets to Revocable Trust) filed by Kenneth Heinz was granted.
  26. Minutes finalized for Other (Trusts) heard 10/11/2022 09:00:00 AM.
  27. Response to Probate Notes Response to Probate Notes filed by Heinz, Kenneth.; Transaction Number: 21468541 Filed By: Petitioner Heinz, Kenneth
  28. Notice of Hearing on Petition to Determine Claim to Property Notice of Hearing on Petition to Determine Claim to Property filed by Heinz, Kenneth.; Transaction Number: 21412695 Filed By: Petitioner Heinz, Kenneth
  29. Proof of Service Proof of Service filed by Heinz, Kenneth.; Transaction Number: 21412695 Filed By: Petitioner Heinz, Kenneth
  30. Case initiation form printed.
  31. Other (Trusts) scheduled for 10/11/2022 at 09:00:00 AM at Central in 503 Julia C. Kelety.
  32. Case assigned to Judicial Officer Kelety, Julia.
  33. Probate Code 850 - Petition for Conveyance or Transfer of Pr Probate Code 850 - Petition for Conveyance or Transfer of Property Claimed to Belong to Decedent or Other Person - Trusts (Petition for an Order to Confirm Validity of Trust; Confirm Trustee; and Confirm Assets to Revocable Trust) filed by Heinz, Kenneth.; Transaction Number: 21408204 Filed By: Petitioner Heinz, Kenneth Refers To: Trust In the Matter of the: First Amendment and Restatement of Trust Agreement of Gary Heinz Dated February 5, 2018
  34. Trust Coversheet Trust Coversheet filed by Heinz, Kenneth.; Transaction Number: 21408204 Filed By: Petitioner Heinz, Kenneth
  35. Notice of Hearing-Decedent's Estate or Trust Notice of Hearing-Decedent's Estates and Trusts filed by Heinz, Kenneth.; Transaction Number: 21490892 Filed By: Petitioner Heinz, Kenneth
  36. Accounting - Final - Trust Accounting - Final - Trust (Petition for Approval of Trust Accounting and Final Distribution of Trust Assets) filed by Heinz, Kenneth.; Transaction Number: 21478771 Filed By: Petitioner Heinz, Kenneth
  37. Response to Probate Notes Response to Probate Notes filed by Heinz, Kenneth.; Transaction Number: 21468541 Filed By: Petitioner Heinz, Kenneth
  38. Notice of Hearing on Petition to Determine Claim to Property Notice of Hearing on Petition to Determine Claim to Property filed by Heinz, Kenneth.; Transaction Number: 21412695 Filed By: Petitioner Heinz, Kenneth
  39. Proof of Service Proof of Service filed by Heinz, Kenneth.; Transaction Number: 21412695 Filed By: Petitioner Heinz, Kenneth
  40. Probate Code 850 - Petition for Conveyance or Transfer of Pr Probate Code 850 - Petition for Conveyance or Transfer of Property Claimed to Belong to Decedent or Other Person - Trusts (Petition for an Order to Confirm Validity of Trust; Confirm Trustee; and Confirm Assets to Revocable Trust) filed by Heinz, Kenneth.; Transaction Number: 21408204 Filed By: Petitioner Heinz, Kenneth Refers To: Trust In the Matter of the: First Amendment and Restatement of Trust Agreement of Gary Heinz Dated February 5, 2018
  41. Trust Coversheet Trust Coversheet filed by Heinz, Kenneth.; Transaction Number: 21408204 Filed By: Petitioner Heinz, Kenneth
  42. Minutes finalized for Accounting heard 01/05/2023 02:30:00 PM.
  43. Minutes finalized for Other (Trusts) heard 10/11/2022 09:00:00 AM.
  44. Accounting ROA #11 Petition for Approval of Trust Accounting and Final Distribution of Trust Assets filed by Kenneth Heinz on 10/18/2022 Hearing Date: 1/5/2023 2:30 PM Judicial Officer: KELETY, JULIA C. Department: 503

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