Which Lawyers Win Before Your Judge?

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Photo of San Diego Court

Court

San Diego Court

California

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Case Information

Filed 2021-12-10
Status Pending
Type Conservatorship of Estate Only
Docket 20 entries
Disposition Pending

Parties

Plaintiff Shepard Jr, Otis E.
Photo of Hon. Julia C. Kelety

Judge

Hon. Julia C. Kelety

San Diego County (CA)

California

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Lawyers

Docket Entries

  1. Proof of Service filed by Scott, Patricia Ann.
  2. Order Approving Court Appointed Attorney Fees (Order Appointing Court Appointed Fees and Costs) filed by Scott, Patricia Ann.
  3. Surety Bond ($335,566.00) filed by Shepard, Otis E. Jr.
  4. Minutes finalized for Petition for General Appointment of Conservator heard 04/28/2022 10:30:00 AM.
  5. Minutes finalized for Other (Trusts) heard 04/28/2022 10:30:00 AM.
  6. Review Hearing (Conservatorships) scheduled for 06/06/2022 at 11:00AM before Judge Julia C. Kelety.
  7. Petition to Create Trust by Substituted Judgment under PRC 2580; PRC 3100 or PRC 3600(Petition to Establish Living Trust for Conservatee) filed by Otis E. Shepard, Jr. was granted.
  8. Declaration - Other (Declaration by Otis E. Shepard Re: Cash Activity as Temporary Conservator) filed by Shepard, Otis E. Jr.
  9. Letters of Temporary Guardianship or Conservatorship (LETTERS EXPIRE: 06/06/2022) submitted by Shepard, Otis E. Jr received but not filed on 05/03/2022.
  10. [Proposed] Order (Order Granting to Petition to Establish Living Trust for Conservatee and Request for Bond) submitted by Shepard, Otis E. Jr received but not filed on 05/03/2022.
  11. Trust Coversheet filed by Shepard, Otis E. Jr.
  12. E-filing transaction partially accepted.
  13. Order - Other (Order Granting to Petition to Establish Living Trust for Conservatee and Request for Bond) filed by Shepard, Otis E. Jr.
  14. Surety Bond (Surety Rider) filed by Shepard, Otis E. Jr.
  15. Minutes finalized for Review Hearing (Conservatorships) heard 06/06/2022 11:00:00 AM.
  16. Review Hearing (Conservatorships) continued pursuant to party's motion to 08/08/2022 at 11:00AM before Judge Julia C. Kelety.
  17. Declaration - Other (Declaration By Otis E. Shephard, Jr. In Support of No Surplus of Income) filed by Shepard, Otis E. Jr.
  18. Proposed Order (Request and Order for Waiver of Accounting) submitted by Shepard, Otis E. Jr received but not filed on 06/20/2022.
  19. Order - Other (Request and Order for Waiver of Accounting) filed by Shepard, Otis E. Jr.
  20. Minutes finalized for Review Hearing (Conservatorships) heard 08/08/2022 11:00:00 AM.

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Full Analytics Report

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  • Related cases and filings
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