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Photo of Fresno County

Court

Fresno County

California

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Case Information

Filed 2022-11-08
Status Open
Type Trust Special Needs
Docket 44 entries

Parties

Plaintiff Dion, Keith J.
Photo of Hon. Orozco Gary

Judge

Hon. Orozco Gary

Fresno County (CA)

California

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Lawyers

Docket Entries

  1. Probate Status Hearing Judicial Officer Orozco, Gary Hearing Time 9:00 AM Cancel Reason Off Calendar Comment Probate Status Hearing RE: Filing of the Second Account of Trustee
  2. Declaration Comment Supplemental Declaration in Support of Petition for Order Directing Establishment of Supplemental Needs Trust, Expanding Trust Investment Authority, and Approving Attorneys' Fees
  3. Amended Comment First Amended Petition for Order Directing Establishment of Supplemental Needs Trust, Expanding Trust Investment Authority, and Approving Attorney's Fees
  4. Declaration Comment Declaration of Jennifer L. Steneberg in Support of Request for Attorneys' Fees
  5. Notice of Hearing Comment Date: Time: 9am Dept: 303
  6. Exparte Petition/Application (Generic) Comment Ex Parte Petition to Advance Hearing
  7. Declaration Comment Declaration of Notice of Ex Parte Application
  8. Declaration Comment Declaration of Vladie P. Viltman in Support of Ex Parte Application for an Order Advancing Hearing on Petition for Order Directing Establishment of Supplemental Needs Trust, Expanding Trust Investment Authority, and Approving Attorneys' Fees
  9. Exparte Order (Generic) Judicial Officer Arax, Brian M Comment Order Granting Ex Parte Petition to Advance Hearing DENIED cc emailed atty
  10. Petition Judicial Officer Arax, Brian M Hearing Time 9:00 AM Cancel Reason Off Calendar Comment Petition for Order Directing Establishment of Supplemental Needs Trust, Expanding Trust Investment Authority, and Approving Attorney's Fees
  11. Petition Judicial Officer Arax, Brian M Hearing Time 9:00 AM Result Granted Comment First Amended Petition for Order Directing Establishment of Supplemental Needs Trust, Expanding Trust Investment Authority, and Approving Attorney's Fees
  12. Remote Appearance Via Zoom
  13. Minute Order Attachment
  14. Order (Generic) Judicial Officer Arax, Brian M Comment Order Approving Establishment of Pooled Supplemental Special Needs Trust, Expanding Trust Investment Authority, and Approving Attorneys' Fees cc emailed
  15. Probate Status Hearing Judicial Officer Arax, Brian M Hearing Time 9:00 AM Result Heard Comment Probate Status Hearing RE: Proof of Bond
  16. Minute Order Attachment
  17. Notice of Remote Appearance.
  18. Clerk's Certificate of Mailing Comment I certify that I am not a party to this cause and a true copy of the Minute Order dated was placed in a sealed envelope and placed for collection and mailing on the date and at the place shown below following our ordinary business practice. I am readily familiar with this court's practice for collection and processing correspondence for mailing. On the same day that correspondence is placed for collection and mailing, it is deposited in the ordinary course of business with the United States Postal Service with postage fully prepaid. Place of Mailing: Fresno, California on 05/25/2023. Parties served: Jennifer Steneberg
  19. Probate Bond Filed Comment Amount: $267,000.00 cc mailed
  20. Continued Hearing by Court Judicial Officer Arax, Brian M Hearing Time 9:00 AM Cancel Reason Off Calendar Comment Probate Status Hearing RE: Proof of Bond
  21. Probate Status Hearing Judicial Officer Arax, Brian M Hearing Time 9:00 AM Result Heard Comment Probate Status Hearing RE: Filing of the First Account
  22. Minute Order Attachment
  23. Remote Appearance Via Zoom
  24. Clerk's Certificate of Mailing Comment I certify that I am not a party to this cause and a true copy of the Minute Order was emailed on 5/22/2024. Parties served: Daniel Marvin - [email protected]
  25. Notice of Remote Appearance.
  26. Continued Hearing by Court Original Type Continued Hearing by Court Judicial Officer Arax, Brian M Hearing Time 9:00 AM Result Heard Comment Probate Status Hearing RE: Filing of the First Account
  27. Minute Order Attachment
  28. Remote Appearance Via Zoom Comment Zoom: Kimberly Carstens
  29. Petition (Special Needs Trust) Comment First Account and Report of Trustee of Pooled Supplemental Special Needs Trust and Petition for its Settlement, and for Approval of Trustee and Attorney's Fees
  30. Notice of Hearing Comment Date: Time: 9:00a.m. Dept: 97A
  31. Document filed Comment Supplement to First Account and Report
  32. Accounting Judicial Officer Cardoza, Jane Hearing Time 9:00 AM Result Granted Comment First Account and Report of Trustee of Pooled Supplemental Special Needs Trust and Petition for its Settlement, and for Approval of Trustee and Attorney's Fees
  33. Minute Order Attachment
  34. Remote Appearance Via Zoom
  35. Order (Generic) Judicial Officer Cardoza, Jane Comment CC Emailed - Order Settling First Account and Report of Trustee of Pooled Supplemental Special Needs Trust, and for Approval of Trustee and Attorneys' Fees
  36. Notice Filed Comment Notice of Entry of Order
  37. Document filed Comment Bond Reduction Rider
  38. Probate Status Hearing Judicial Officer Orozco, Gary Hearing Time 9:00 AM Cancel Reason Off Calendar Comment Probate Status Hearing RE: Filing of the Proof of Decreased Bond
  39. Creditor's Claim Comment Amount: $63,495.67
  40. Request for Special Notice
  41. Continued Hearing by Court Judicial Officer Arax, Brian M Hearing Time 9:00 AM Cancel Reason Off Calendar Comment Probate Status Hearing RE: Filing of the First Account
  42. Accounting Comment Second Account and Report of Trustee of Pooled Supplemental Special Needs Trust and Petition for its Settlement; and for Approval of Trustee and Attorneys' Fees
  43. Supplement to Comment Supplement to Second Account and Report
  44. Accounting Judicial Officer Orozco, Gary Hearing Time 9:00 AM Comment Second Account and Report of Trustee of Pooled Supplemental Special Needs Trust and Petition for its Settlement; and for Approval of Trustee and Attorneys' Fees

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