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Photo of Kern Co Non Criminal Court

Court

Kern Co Non Criminal Court

California

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Case Information

Filed 2022-10-28
Status 06/07/2023 Conference
Type Conservatorship Probate
Docket 115 entries
Disposition Judgment

Parties

Plaintiff Campbell, Caralee Mckenzie Jones | Mulligan, Susan | Dandy, Sharon K.
Photo of Hon. Kendall, Andrew B.

Judge

Hon. Kendall, Andrew B.

Kern County (CA)

California

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Lawyers

Docket Entries

  1. Comment of the Person Only
  2. Comment of the Person Only
  3. Comment Duties of Conservator
  4. Comment Confidential Supp Information
  5. Judicial Officer Kendall, Andrew B.
  6. Judicial Officer Kendall, Andrew B.
  7. Judicial Officer Kendall, Andrew B. Comment Hearing date: 12/19/2022 Hearing time: 8:30am Hearing Division/Department: J-1
  8. Judicial Officer Kendall, Andrew B.
  9. Hearing Time 8:00 AM Result Ruling
  10. Comment 12/19/22
  11. Comment Capacity Declaration
  12. Comment HRG DATE 12/19/2022
  13. Comment HRG DATE 12/19/2022
  14. Judicial Officer Kendall, Andrew B. Hearing Time 08:30 AM Result Continued - Court's Motion Hearing Comment NOT READY FOR HEARING - of the Person Only NOTE - 1. Need Family Court Services Report.
  15. Judicial Officer Kendall, Andrew B.
  16. Comment Ex Parte Application for Order Amending Order Appointing Temproary Conservator
  17. Comment Declaration of Robert H. Brumfield
  18. Comment Notice of Hearing 1/10/23
  19. Comment INVESTIGATORS REPORT PURSUANT TO PROBATE CODE
  20. Comment Declaration of Robert H. Brumfield re Service
  21. Judicial Officer Kendall, Andrew B. Hearing Time 08:30 AM Result Held Comment NOT READY FOR HEARING -Ex parte application for order amending order appointing temporary conservator NOTE - 1. Need Ex Parte Compliance Declaration. COMMENT/NOTE - 2. No expiration dated provided on the Temporary Letters filed 11/08/22.
  22. Judicial Officer Kendall, Andrew B. Comment Amended
  23. Comment Susan Mulligan's Objection to Petition for Conservatorship of the Person
  24. Comment of the Person Only
  25. Judicial Officer Kendall, Andrew B.
  26. Judicial Officer Kendall, Andrew B. Comment Hearing date: 02/27/2023 Hearing time: 8:30am Hearing Division/Department: J-1
  27. Comment Petition for Substitued Judgement to Revoke Any and All Estate Planning Documents Drafted After the Date Michael A. Jones Separate Property Trust Dated May 9, 2019 Was Executed
  28. Judicial Officer Kendall, Andrew B. Hearing Time 08:30 AM Result Continued - Party's Motion Hearing Comment READY FOR HEARING - of the person only (Caralee McKenzie Jones Campbell's Petition)
  29. Comment Allowance or rejection of creditors claim HRG 2/28/23
  30. Comment Notice of Hearing 2/27/23
  31. Comment Amended Notice of Hearing 2/28/23
  32. Comment HRG DATE 02/27/2023
  33. Comment Proof of Service
  34. Judicial Officer Kendall, Andrew Hearing Time 8:30 AM Cancel Reason Court's Own Motion Comment of the Person Only
  35. Judicial Officer Kendall, Andrew Hearing Time 8:30 AM Cancel Reason Court's Own Motion Comment Petition for substituted judgment to revoke any and all estate planning documents drafted after the date the Michael A. Jones separate property trusted dated May 9, 2019 was executed
  36. Judicial Officer Kendall, Andrew B. Hearing Time 08:30 AM Result Continued - Court's Motion Hearing Comment READY FOR HEARING - OF THE PERSON ONLY (Caralee McKenzie Jones Campbell's Petition) 02/28/23 Calendar #01
  37. Judicial Officer Kendall, Andrew B. Hearing Time 08:30 AM Result Held Comment NOT READY FOR HEARING - of the Person Only (Susan Mulligan's Petition) NOTES - 1. Need Original Citation. 2. Need Capacity Declaration. 3. Need Family Court Services Report. 02/28/23 Calendar #02
  38. Judicial Officer Kendall, Andrew B. Hearing Time 08:30 AM Result Held Comment NOT READY FOR HEARING Petition for substituted judgment to revoke any and all estate planning documents drafted after the date the Michael A. Jones separate property trusted dated May 9, 2019 was executed COMMENTS/NOTES: 1. Need proof of hearing notice to conservatee, to Susan Mulligan directly, and to Joseph Jones and James Jones/second degree relatives; PrC 2581 2. Need verified supplement addressing PrC 2580(b)(11) and PrC 2582 and 2583 factors 3. Art. 4.1 of the 2019 trust states that trust may only be revoked by written instrument and revocation not effective without consent of both trustees 02/28/23 Calendar #03
  39. Comment Notice of Hearing
  40. View Document Rejection/Correction Notice Comment Amended petition
  41. Judicial Officer Myers, Brett V.
  42. Comment Amended Duties of Conservator
  43. Comment Amended
  44. Comment Amended ID Information - Cara
  45. Comment Identification Information- Sharon
  46. Comment Amended Petition For Appointment of Probate Conservator of the Person
  47. Comment Amended Referral for Investigators Report
  48. Comment Amended Confidential Screening Form - Caralee
  49. Comment Amended Confidential Screening Form - Sharon
  50. Judicial Officer Myers, Brett V.
  51. Judicial Officer Myers, Brett V. Comment Hearing date: 5/16/2023 Hearing time: 8:30am Hearing Division/Department: J-1
  52. Judicial Officer Myers, Brett V.
  53. Judicial Officer Myers, Brett V. Hearing Time 08:30 AM Result Continued - Court's Motion Hearing Comment READY FOR HEARING - (Caralee McKenzie Jones Campbell's Petition) 03/30/23 CALENDAR #01
  54. Judicial Officer Myers, Brett V. Hearing Time 08:30 AM Result Held Comment NOT READY FOR HEARING -(Susan Mulligan's Petition) SAME NOTES - 1. Need Capacity Declaration. 2. Need Family Court Services Report. 03/30/23 CALENDAR #02
  55. Judicial Officer Myers, Brett V. Hearing Time 08:30 AM Result Held Comment NOT READY FOR HEARING PETITION FOR SUBSTITUTED JUDGMENT TO REVOKE ANY AND ALL ESTATE PLANNING DOCUMENTS DRAFTED AFTER THE DATE THE MICHAEL A. JONES SEPARATE PROPERTY TRUST DATED MAY9 , 2019 WAS EXECUTED COMMENTS/NOTES: 1. Still no proof of hearing notice to conservatee; counsel for conservatee may waive 2. Need verified supplement addressing PrC 2580(b)(11) and PrC 2582 and 2583 factors 3. Art. 4.1 of the 2019 trust states that trust may only be revoked by written instrument and revocation not effective without consent of both trustees 4. Pursuant to stipulation and order signed 3/27/23, deadline for filing objections extended to 4/23/23 03/30/23 CALENDAR #04
  56. Judicial Officer Myers, Brett V. Hearing Time 08:30 AM Result Held Comment NOT READY FOR HEARING - NOTE - 1. As of 03/24/23, amended letters have not been filed. 03/30/23 CALENDAR #03
  57. Comment TEMPORARY CONSERVATORSHIP/ PERSON
  58. Comment NOH 5/26/23
  59. Comment Objection to Petition to Susan Mulligan's Petition for Conservatorship of the Person
  60. Comment Objection to substituted judgment petition
  61. Judicial Officer Myers, Brett V. Hearing Time 01:30 PM Result Held Comment RE MEDIATION 04/25/23 Calendar #03
  62. Judicial Officer Myers, Brett V. Hearing Time 01:30 PM Cancel Reason In Compliance Comment RE AMENDED LETTERS
  63. Judicial Officer Myers, Brett V. Hearing Time 01:30 PM Result Held Comment NOT READY FOR HEARING - THE PERSON ONLY (Susan Mulligan's Petition) SAME NOTES - 1. Need Capacity Declaration. 2. Need Family Court Services Report. 04/25/23 Calendar #02
  64. Judicial Officer Myers, Brett V. Hearing Time 01:30 PM Result Held Comment NOT READY FOR HEARING PETITION FOR SUBSTITUTED JUDGMENT TO REVOKE ANY AND ALL ESTATE PLANNING DOCUMENTS DRAFTED AFTER THE DATE THE MICHAEL A. JONES SEPARATE PROPERTY TRUST DATED MAY9 , 2019 WAS EXECUTED SAME COMMENTS/NOTES: 1. Still no proof of hearing notice to conservatee; counsel for conservatee may waive 2. Need verified supplement addressing PrC 2580(b)(11) and PrC 2582 and 2583 factors 3. Art. 4.1 of the 2019 trust states that trust may only be revoked by written instrument and revocation not effective without consent of both trustees 4. Pursuant to stipulation and order signed 3/27/23, deadline for filing objections extended to 4/23/23 04/25/23 Calendar #04
  65. Judicial Officer Myers, Brett V. Hearing Time 01:30 PM Result Continued - Court's Motion Hearing Comment READY FOR HEARING - Of the Person Only (Caralee McKenzie Jones Campbell's Petition) 04/25/23 Calendar #01
  66. Judicial Officer Myers, Brett V. Hearing Time 01:30 PM Result Continued - Court's Motion Hearing Comment NOT READY FOR HEARING - Amended petition for appointment of conservator of the Person Only (Caralee McKenzie Jones Campbell and Sharon K. Dandy's Petition) NOTES - 1. Amended Confidential Supplemental Information filed 03/21/2023, item 4a was not completed. Need completion via verified supplement. 2. Notice of Hearing filed 04/12/2023, address listed in the notice to James Arthur Jones is inconsistent with address provided in the petition and in the Order Prescribing Notice. Was said individual properly notice? 3. Need Family Court Services Report. 05/16/23 Calendar #05
  67. Judicial Officer Myers, Brett V. Hearing Time 01:30 PM Result Held Comment re mediation 05/16/23 CALENDAR #03
  68. Judicial Officer Myers, Brett V. Hearing Time 01:30 PM Result Held Comment READY FOR HEARING - THE PERSON ONLY (Caralee McKenzie Jones Campbell's Petition) 05/16/23 Calendar #01
  69. Judicial Officer Myers, Brett V. Hearing Time 01:30 PM Result Held Comment NOT READY FOR HEARING - OF THE PERSON ONLY (Susan Mulligan's Petition) SAME NOTES - 1. Need Capacity Declaration. 2. Need Family Court Services Report. 05/16/23 Calendar #02
  70. Judicial Officer Myers, Brett V. Hearing Time 01:30 PM Result Held Comment NOT READY FOR HEARING PETITION FOR SUBSTITUTED JUDGMENT TO REVOKE ANY AND ALL ESTATE PLANNING DOCUMENTS DRAFTED AFTER THE DATE THE MICHAEL A. JONES SEPARATE PROPERTY TRUST DATED MAY9, 2019 WAS EXECUTED SAME (PARTIAL) COMMENTS/NOTES: 1. No proof of hearing notice to conservatee; counsel for conservatee may waive 2. Need verified supplement addressing PrC 2580(b)(11) and PrC 2582 and 2583 factors 05/16/23 CALENDAR #06
  71. Comment HRG: 06/13/23
  72. Comment HRG: 06/13/23
  73. Judicial Officer Myers, Brett V. Hearing Time 09:30 AM Result Held Comment re to release FCS supplement report.
  74. Judicial Officer Myers, Brett V. Hearing Time 08:30 AM Result Continued - Court's Motion Hearing Comment NOT READY FOR HEARING - AMENDED PETITION FOR APPOINTMENT OF CONSERVATOR OF THE PERSON ONLY (Caralee McKenzie Jones Campbell and Sharon K. Dandy's Petition) SAME NOTES - 1. Amended Confidential Supplemental Information filed 03/21/2023, item 4a was not completed. Need completion via verified supplement. 2. Notice of Hearing filed 04/12/2023, address listed in the notice to James Arthur Jones is inconsistent with address provided in the petition and in the Order Prescribing Notice. Was said individual properly notice? 06/13/23 CALENDAR #02
  75. Judicial Officer Myers, Brett V. Hearing Time 08:30 AM Result Held Comment NOT READY FOR HEARING - RE PETITION FOR SUBSTITUTED JUDGMENT TO REVOKE ANY AND ALL ESTATE PLANNING DOCUMENTS DRAFTED AFTER THE DATE THE MICHAEL A. JONES SEPARATE PROPERTY TRUST DATED MAY 9, 2019 WAS EXECUTED NOT READY FOR HEARING SAME (PARTIAL) COMMENTS/NOTES: 1. No proof of hearing notice to conservatee; counsel for conservatee may waive 2. If matter has not settled, need verified supplement addressing PrC 2580(b)(11) and PrC 2582 and 2583 factors 06/13/23 CALENDAR #03
  76. Judicial Officer Myers, Brett V. Hearing Time 08:30 AM Result Held Comment NOT READY FOR HEARING - PETITION FOR APPOINTMENT OF CONSERVATOR OF THE PERSON ONLY (Susan Mulligan's Petition) SAME NOTES - 1. Need Capacity Declaration. 06/13/23 CALENDAR #01
  77. Comment HRG: 06/13/23
  78. Judicial Officer Myers, Brett V. Hearing Time 08:30 AM Result Continued - Court's Motion Hearing Comment NOT READY FOR HEARING - PETITION FOR APPOINTMENT OF CONSERVATOR OF THE PERSON ONLY (Susan Mulligan's Petition) SAME NOTE - 1. Need Capacity Declaration. 07/25/23 CALENDAR #01
  79. Judicial Officer Myers, Brett V. Hearing Time 08:30 AM Result Continued - Court's Motion Hearing Comment NOT READY FOR HEARING - AMENDED PETITION FOR APPOINTMENT OF CONSERVATOR OF THE PERSON ONLY (Caralee McKenzie Jones Campbell and Sharon K. Dandy's Petition) SAME NOTES - 1. Amended Confidential Supplemental Information filed 03/21/2023, item 4a was not completed. Need completion via verified supplement. 2. Notice of Hearing filed 04/12/2023, address listed in the notice to James Arthur Jones is inconsistent with address provided in the petition and in the Order Prescribing Notice. Was said individual properly notice? 07/25/23 CALENDAR #02
  80. Judicial Officer Myers, Brett V. Hearing Time 08:30 AM Result Continued - Court's Motion Hearing Comment NOT READY FOR HEARING -PETITION FOR SUBSTITUTED JUDGMENT - SAME (PARTIAL) COMMENTS/NOTES: 1. No proof of hearing notice to conservatee; counsel for conservatee may waive 2. If matter has not settled, need verified supplement addressing PrC 2580(b)(11) and PrC 2582 and 2583 factors NEW COMMENTS/NOTE - 3. Settlement agreement has not been filed, if any. 07/25/23 CALENDAR #03
  81. Comment Petition For Order to Pay Attorney's Fees Pursuant to Proabte Code 2642
  82. Comment Amended HRG 9/26/23
  83. Comment Notice of Continued Hearing
  84. Comment to Petition for Substituted Judgment- HRG 9/26/23, J1
  85. Comment to Amended Petition for Conservatorship- HRG 9/26/23, J1
  86. Comment 09/26/2023
  87. View Document Rejection/Correction Notice Comment Stip and Order
  88. Judicial Officer Stein, Cameryn Comment Stipulation re: Settlement Agreement; Order Approving Stipulation
  89. Comment Objection and Response to Brumfield's Fee Petition
  90. Judicial Officer Myers, Brett V. Hearing Time 08:30 AM Result Continued - Court's Motion Hearing Comment NOT READY FOR HEARING - petition for appointment of conservator of the person only (Susan Mulligan petition) SAME NOTE - 1. Need Capacity Declaration. 09/26/23 CALENDAR #01
  91. Judicial Officer Myers, Brett V. Hearing Time 08:30 AM Result Held Comment READY FOR HEARING - amended petition for appointment of conservator of the person only (Caralee Mckenzie Jones Campbell and Sharon K. Dandy petition) COMMENT/NOTE - 1. Substitution of Attorney filed on 06/20/23 indicates attorney William Smyth as co-petitioner, Sharon Dandy's new counsel of record. Is co-petitioner, Caralee McKenzie Jones Campbell still being represented by attorney Robert Brumfield? 09/26/23 CALENDAR #02
  92. Judicial Officer Myers, Brett V. Hearing Time 08:30 AM Result Held Comment READY FOR HEARING petition for substituted judgment to revoke any and all estate planning documents drafted after the date the Michael A. Jones separate property trust dated May 9 , 2019 was executed 09/26/23 CALENDAR #03
  93. Judicial Officer Myers, Brett V. Hearing Time 08:30 AM Result Continued - Court's Motion Hearing Comment READY FOR HEARING Petition for Order to Pay Attorney's Fees COMMENTS: 1. Objection filed on 9/21/23 2. Parties have not addressed whether fees paid from trust fall under Probate Code 2646; see CEB Cal. Conservatorship Practice, sec. 20.49 - 20.51 09/26/23 CALENDAR #04
  94. Judicial Officer Myers, Brett V. Hearing Time 8:00 AM Result Ruling Comment RE PETITION FOR ATTORNEY'S FEES
  95. Comment Capacity Declaration - Conservatorship
  96. Judicial Officer Stein, Cameryn Hearing Time 08:30 AM Result Held Comment READY FOR HEARING - PETITION FOR SUBSTITUTED JUDGMENT TO REVOKE ANY AND ALL ESTATE PLANNING DOCUMENTS DRAFTED AFTER THE DATE THE MICHAEL A. JONES SEPARATE PROPERTY TRUST DATED MAY 9 , 2019 WAS EXECUTED COMMENT/NOTE - 1. Petition for Appointment of Conservator has not been granted. 10/24/23 CALENDAR #02
  97. Judicial Officer Stein, Cameryn Hearing Time 08:30 AM Result Held Comment READY FOR HEARING - AMENDED PETITION FOR APPOINTMENT OF CONSERVATOR OF THE PERSON ONLY AND SUPPLEMENT THERETO (Sharon K. Dandy's Petition only) 10/24/23 CALENDAR #01
  98. Hearing Time 8:00 AM Result Ruling
  99. Judicial Officer Kendall, Andrew B. Hearing Time 10:00 AM Comment RE PETITION FOR ORDER TO PAY ATTORNEY'S FEES PURSUANT TO PC 2642
  100. Judicial Officer Myers, Brett V. Hearing Time 8:30 AM Cancel Reason Other Comment RE PETITION FOR ORDER TO PAY ATTORNEY'S FEES PURSUANT TO PC2 642

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