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Photo of San Diego Court

Court

San Diego Court

California

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Case Information

Filed 2023-09-01
Status Pending
Type Trust Proceedings
Docket 75 entries
Disposition Judgment
Photo of Hon. Ronald Frazier

Judge

Hon. Ronald Frazier

San Diego County (CA)

California

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Docket Entries

  1. Supplement to Petition filed by Mcginnis, Melissa.
  2. Minutes finalized for Other (Trusts) heard 11/14/2023 09:00:00 AM.
  3. Other (Trusts) continued pursuant to party's motion to 04/22/2024 at 09:00AM before Judge Olga Alvarez.
  4. Proof of Service filed by Anderson, Allie; Anderson, Kendall; Prokipchuk, Kerri-Lynn; Anderson, Nicole.
  5. Notice of Remote Appearance filed by Anderson, Allie; Anderson, Kendall; Prokipchuk, Kerri-Lynn; Anderson, Nicole.
  6. Response to Probate Notes filed by Anderson, Allie; Anderson, Kendall; Prokipchuk, Kerri-Lynn; Anderson, Nicole.
  7. Notice of Remote Appearance filed by Schwaebe, Michael.
  8. Response (Trustee's Verified Response to Petition for Instructions to...) filed by Schwaebe, Michael.
  9. Proof of Service filed by Anderson, Allie; Anderson, Kendall; Prokipchuk, Kerri-Lynn; Anderson, Nicole.
  10. Objections - Trust (Response and Objection to Petition for Instructions to: (1) Confirm the Trust Will Pay the Balance of the Mortgage on the Trustor's Nevada Home; (2) Confirm the Trust Will Pay All Expenses Related to Any Property in the State of Nevada During the...) filed by Anderson, Allie; Anderson, Kendall; Prokipchuk, Kerri-Lynn; Anderson, Nicole.
  11. Notice of Remote Appearance filed by Mcginnis, Melissa.
  12. Notice of Remote Appearance filed by Mcginnis, Melissa.
  13. Notice of Hearing filed by Mcginnis, Melissa.
  14. Case initiation form printed.
  15. Other (Trusts) scheduled for 11/14/2023 at 09:00:00 AM at Central in 503 Olga Alvarez.
  16. Case assigned to Judicial Officer Alvarez, Olga.
  17. Declaration - Other filed by Mcginnis, Melissa.
  18. Declaration - Other filed by Mcginnis, Melissa.
  19. Notice of Ruling Notice of Ruling and Continuance of Hearing (Notices) Refers To: Petitioner Schwaebe, Michael
  20. Miscellaneous Hearing ROA #57 Petition to: (1) Approve First Account and Report of Trustee...filed by Michael Schwaebe on 08/12/2024 Hearing Date: 9/24/2024 10:00 AM Judicial Officer: FRAZIER, RONALD F. Department: 1603
  21. System Generated Notice E-mailed [email protected]
  22. Notice of Hearing - No Clerk's Certificate of Service
  23. Petition to Determine Claim to Property CROSS-PETITION FOR THE RETURN OF TRUST ASSETS, AND FOR ATTORNEYS FEES, COSTS, AND DOUBLE DAMAGES Filed by Nicole Anderson, Kendall Anderson, Allie Anderson, Melissa Mcginnis, Kerri-Lynn Prokipchuk, Michael Schwaebe Filed By: Objector Prokipchuk, Kerri-Lynn Objector Objector Objector Petitioner Petitioner
  24. Proof of Service Filed by Nicole Anderson, Kendall Anderson, Allie Anderson, Kerri-Lynn Prokipchuk Filed By: Objector Prokipchuk, Kerri-Lynn Objector Objector Objector
  25. Response RESPONSE AND OBJECTION TO AMENDED PETITION FOR INSTRUCTIONS TO: (1)CONFIRM THE TRUST WILL PAY THE BALANCE OF THE MORTGAGE ON THE TRUSTORS NEVADA HOME; (2)CONFIRM THE INTENT OF THE DECEDENT REGARDING SECTION 6.01(b); AND (3)ORDER CONSTRUING AND REFORMING (Responses) Filed by Nicole Anderson, Kendall Anderson, Allie Anderson, Kerri-Lynn Prokipchuk Filed By: Objector Prokipchuk, Kerri-Lynn Objector Objector Objector
  26. Minute Order #57 - Petition - Other
  27. Matter is taken off calendar
  28. Minute Order #1 - Petition Re: Internal Affairs of Trust (Probate Code 17200)
  29. Case Management Statement Case Management Statement (Statements) Refers To: Petitioner Mcginnis, Melissa
  30. Proof of Service Proof of Service Refers To: Objector Prokipchuk, Kerri-Lynn Objector Objector Objector
  31. Case Management Statement Case Management Statement Refers To: Objector Prokipchuk, Kerri-Lynn Objector Objector Objector
  32. Objection - Other OBJECTION TO PETITION TO: (1) APPROVE FIRST ACCOUNT AND REPORT OF TRUSTEE AND (2) FOR APPROVAL OF ACTS OF THE TRUSTEE AND (3) FOR APPROVAL OF COMPENSATION TO TRUSTEE (Objections) Filed by Melissa Mcginnis Filed By: Petitioner Mcginnis, Melissa
  33. Declaration SUPPLEMENTAL DECLARATION BY PETITIONER IN SUPPORT TRUSTEE FEES (Declarations) Refers To: Petitioner Schwaebe, Michael
  34. Proof of Service Filed by Nicole Anderson, Kendall Anderson, Allie Anderson, Kerri-Lynn Prokipchuk Filed By: Objector Prokipchuk, Kerri-Lynn Objector Objector Objector
  35. Brief Brief in Opposition to Jury Trial Filed by Nicole Anderson, Kendall Anderson, Allie Anderson, Kerri-Lynn Prokipchuk Filed By: Objector Prokipchuk, Kerri-Lynn Objector Objector Objector
  36. Notice of Ruling Notice of Ruling and Continuance of Hearing (Notices) Refers To: Petitioner Schwaebe, Michael
  37. Minute Order #57 - Petition - Other
  38. System Generated Notice E-mailed [email protected]
  39. Notice of Hearing - No Clerk's Certificate of Service
  40. Amended Petition Amended Petition for Instructions: (1) Confirm the Trust will pay the balance of the mortgage on the trustor's nevada home; (2) confirm the intent of the decedent.... Filed by Melissa Mcginnis Filed By: Petitioner Mcginnis, Melissa
  41. Petition to Determine Claim to Property CROSS-PETITION FOR THE RETURN OF TRUST ASSETS, AND FOR ATTORNEYS FEES, COSTS, AND DOUBLE DAMAGES Filed by Nicole Anderson, Kendall Anderson, Allie Anderson, Melissa Mcginnis, Kerri-Lynn Prokipchuk, Michael Schwaebe Filed By: Objector Prokipchuk, Kerri-Lynn Objector Objector Objector Petitioner Petitioner
  42. Proof of Service Filed by Nicole Anderson, Kendall Anderson, Allie Anderson, Kerri-Lynn Prokipchuk Filed By: Objector Prokipchuk, Kerri-Lynn Objector Objector Objector
  43. Response RESPONSE AND OBJECTION TO AMENDED PETITION FOR INSTRUCTIONS TO: (1)CONFIRM THE TRUST WILL PAY THE BALANCE OF THE MORTGAGE ON THE TRUSTORS NEVADA HOME; (2)CONFIRM THE INTENT OF THE DECEDENT REGARDING SECTION 6.01(b); AND (3)ORDER CONSTRUING AND REFORMING (Responses) Filed by Nicole Anderson, Kendall Anderson, Allie Anderson, Kerri-Lynn Prokipchuk Filed By: Objector Prokipchuk, Kerri-Lynn Objector Objector Objector
  44. Case Management Statement Case Management Statement (Statements) Refers To: Petitioner Mcginnis, Melissa
  45. Proof of Service Proof of Service Refers To: Objector Prokipchuk, Kerri-Lynn Objector Objector Objector
  46. Case Management Statement Case Management Statement Refers To: Objector Prokipchuk, Kerri-Lynn Objector Objector Objector
  47. Objection - Other OBJECTION TO PETITION TO: (1) APPROVE FIRST ACCOUNT AND REPORT OF TRUSTEE AND (2) FOR APPROVAL OF ACTS OF THE TRUSTEE AND (3) FOR APPROVAL OF COMPENSATION TO TRUSTEE (Objections) Filed by Melissa Mcginnis Filed By: Petitioner Mcginnis, Melissa
  48. Declaration SUPPLEMENTAL DECLARATION BY PETITIONER IN SUPPORT TRUSTEE FEES (Declarations) Refers To: Petitioner Schwaebe, Michael
  49. Proof of Service Filed by Nicole Anderson, Kendall Anderson, Allie Anderson, Kerri-Lynn Prokipchuk Filed By: Objector Prokipchuk, Kerri-Lynn Objector Objector Objector
  50. Brief Brief in Opposition to Jury Trial Filed by Nicole Anderson, Kendall Anderson, Allie Anderson, Kerri-Lynn Prokipchuk Filed By: Objector Prokipchuk, Kerri-Lynn Objector Objector Objector
  51. Notice of Ruling Notice of Ruling and Continuance of Hearing (Notices) Refers To: Petitioner Schwaebe, Michael
  52. Amended Petition Amended Petition for Instructions: (1) Confirm the Trust will pay the balance of the mortgage on the trustor's nevada home; (2) confirm the intent of the decedent.... Filed by Melissa Mcginnis Filed By: Petitioner Mcginnis, Melissa
  53. Fee Declaration DECLARATION BY PETITIONER IN SUPPORT OF PETITION (1) TO APPROVE FIRST ACCOUNT AND REPORT OF TRUSTEE AND (2) FOR APPROVAL OF ACTS OF THE TRUSTEE AND (3) FOR APPROVAL OF COMPENSATION TO TRUSTEE AND (4) APPROVAL OF TRUSTEE RESIGNATION (Declarations) Refers To: Petitioner Schwaebe, Michael
  54. Response to Probate Notes Response to Probate Notes (Responses) Refers To: Petitioner Schwaebe, Michael
  55. Proof of Service Independent Proof of Service (Comment) Refers To: Petitioner Schwaebe, Michael
  56. Case Management Statement Filed by Melissa Mcginnis Filed By: Petitioner Mcginnis, Melissa
  57. Notice of Hearing-Decedent's Estate or Trust Filed By: Petitioner Schwaebe, Michael
  58. Proof of Service Filed by Nicole Anderson, Kendall Anderson, Allie Anderson, Kerri-Lynn Prokipchuk Filed By: Objector Prokipchuk, Kerri-Lynn Objector Objector Objector
  59. Case Management Statement Filed by Nicole Anderson, Kendall Anderson, Allie Anderson, Kerri-Lynn Prokipchuk Filed By: Objector Prokipchuk, Kerri-Lynn Objector Objector Objector
  60. Petition - Other Petition to: (1) Approve First Account and Report of Trustee... Filed by Melissa Mcginnis, Michael Schwaebe Filed By: Petitioner Schwaebe, Michael Petitioner
  61. Minute Order #57 - Petition - Other
  62. Minute Order #1 - Petition Re: Internal Affairs of Trust (Probate Code 17200)
  63. Minute Order #57 - Petition - Other
  64. Minute Order #1 - Petition Re: Internal Affairs of Trust (Probate Code 17200)
  65. Minute Order
  66. Minute Order
  67. Minute Order #1 - Petition Re: Internal Affairs of Trust (Probate Code 17200)
  68. Minutes finalized for Other (Trusts) heard 11/14/2023 09:00:00 AM.
  69. (Cancelled) Miscellaneous Hearing Hearing Date: 11/26/2024 10:00 AM Judicial Officer: FRAZIER, RONALD F. Department: 1603 Cancellation Reason: Vacated
  70. Case Management Conference ROA#57 PETITION TO: (1) APPROVE FIRST ACCOUNT AND REPORT OF TRUSTEE AND (2) FOR APPROVAL OF ACTS OF THE TRUSTEE AND (3) APROVAL OF COMPENSATION TO TRUSTEE Filed: 8/12/2024 Hearing Date: 11/15/2024 1:30 PM Judicial Officer: FRAZIER, RONALD F. Department: 1603
  71. Case Management Conference ROA#1 PETITION FOR INSTRUCTIONS TO: (1) Confirm the Trust Will Pay the Balance of the Mortgage on the Trustor's Nevada Home; (2) Confirm the Trust will Pay All Expenses Related to Any Property in the State of Nevada During the Trust Administration Period; and (3) Confirm the Intent of the Decedent Regarding Section 6.01(b). Probate Code §§17200(b)(1) & (b)(6) Hearing Date: 11/15/2024 1:30 PM Judicial Officer: FRAZIER, RONALD F. Department: 1603
  72. Miscellaneous Hearing ROA #57 Petition to: (1) Approve First Account and Report of Trustee...filed by Michael Schwaebe on 08/12/2024 Hearing Date: 9/24/2024 10:00 AM Judicial Officer: FRAZIER, RONALD F. Department: 1603
  73. Case Management Conference ROA #1 - Petition for Instructions to: (1) Confirm the Trust Will Pay the Balance of the Mortgage on the Trustor's Nevada Home Filed by: Melissa McGinnis on 09/01/2023 Hearing Date: 8/23/2024 1:30 PM Judicial Officer: FRAZIER, RONALD F. Department: 1603
  74. Motion Hearing ROA#22 - Notice of Motion and Motion for Judgment on the Pleadings filed by Allie Anderson, Kendall Anderson and Kerri-Lynn Prokipchuk on 01/30/2024 Hearing Date: 7/26/2024 8:30 AM Judicial Officer: FRAZIER, RONALD F. Department: 1603
  75. Case Management Conference ROA #1 - Petition for Instructions to: (1) Confirm the Trust Will Pay the Balance of the Mortage on the Trustor's Nevada Home Filed by: Melissa McGinnis on 09/01/2023 Event Date: 11/14/2023; Comments: ROA #1 - Petition for Instructions to: (1) Confirm the Trust Will Pay the Balance of the Mortage on the Trustor's Nevada Home Filed by: Melissa McGinnis on 09/01/2023 Hearing Date: 4/22/2024 9:00 AM Judicial Officer: ALVAREZ, OLGA Department: 503

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