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Photo of San Joaquin County

Court

San Joaquin County

California

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Case Information

Filed 2022-12-21
Status Pending
Type Probate Trusts
Docket 79 entries
Disposition SETTLEMENT
Photo of Hon. Schneweis Coe, Sabrina

Judge

Hon. Schneweis Coe, Sabrina

San Joaquin County (CA)

California

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Docket Entries

  1. Case initiated.
  2. Attorney, Courtney S. Hayes, retained for Heather Fisher .
  3. Payment received by Courtney Hayes in the amount of $435.00. Receipt number 798003.
  4. Petition for Instructions RE: Surcharge of Beneficiary's Interest, Repayment of Loan to Trust, Requests for Reimbursement, and Distribution filed by Fisher, Heather.
  5. Hearing regarding: Instructions RE: Surcharge of Beneficiary's Interest, Repayment of Loan to Trust, Requests for Reimbursement, and Distribution, set for 03/13/2023 at 8:30 AM before Hon. Carter Holly in Department 11A.
  6. Notice of Hearing filed by Fisher, Heather.
  7. Amendment to petition for instructions filed by Fisher, Heather.
  8. Declaration of Brandon Joaquin re fair market rental value of real property filed by Fisher, Heather.
  9. Probate Note published.
  10. Minutes finalized for Instructions held on 03/13/2023 08:30 AM .
  11. Hearing re: Instructions held on March 13, 2023.
  12. Hearing regarding: Instructions , set for 06/12/2023 at 8:30 AM before Hon. Carter Holly in Department 11A.
  13. Hearing regarding: Instructions Amended Petition: Surcharge of Beneficiary's Interest, Repayment of Loan to Trust, Requests for Reimbursement, and Distribution, set for 07/24/2023 at 8:30 AM before Hon. Carter Holly in Department 11A.
  14. Amended Petition for Instructions Re: Surcharge of Beneficiary's Interest, Repayment of Loan to Trust, Requests for Reimbursement, and Distribution filed by Fisher, Heather.
  15. Probate Note published.
  16. Minutes finalized for Instructions held on 06/12/2023 08:30 AM .
  17. Hearing re: Instructions held on June 12, 2023.
  18. Notice of Hearing - Decedent's Estate or Trust DE-120 filed by Fisher, Heather.
  19. Supplemental Notice of Hearing filed by Fisher, Heather.
  20. Probate Note published.
  21. Minutes finalized for Instructions held on 07/24/2023 08:30 AM .
  22. Hearing re: Instructions held on July 24, 2023.
  23. Hearing Result: Reassigned
  24. Hearing regarding: Case Management Conference , set for 10/09/2023 at 8:30 AM before Hon. Carter Holly in Department 11A.
  25. Hearing regarding: Settlement Conference , set for 03/01/2024 at 9:00 AM before Hon. Carter Holly in Department 11A.
  26. Hearing regarding: Court Trial 2 Days, set for 04/11/2024 at 10:00 AM before Hon. Carter Holly in Department 11A.
  27. Hearing regarding: Court Trial , set for 04/12/2024 at 10:00 AM before Hon. Carter Holly in Department 11A.
  28. Probate Note published.
  29. Minutes finalized for Case Management Conference held on 10/09/2023 08:30 AM .
  30. Hearing re: Case Management Conference held on October 9, 2023.
  31. Objection to Petition Concerning Internal Affairs of a Trust filed by Alves-Lawrence, Cynthia.
  32. Request to Waive Court Fees filed by Alves-Lawrence, Cynthia.
  33. Order on Application for Waiver of Court Fees and Costs - Granted as to Cynthia Alves-Lawrence.
  34. Hearing regarding: Case Management Conference , set for 12/18/2023 at 8:30 AM before Hon. Carter Holly in Department 11A.
  35. Sabrina Schneweis-Coe Assigned. BATCH
  36. Probate Note published.
  37. Minutes finalized for Case Management Conference held on 12/18/2023 08:30 AM .
  38. Hearing re: Case Management Conference held on December 18, 2023.
  39. Hearing regarding: Case Management Conference FCMC, set for 02/21/2024 at 8:30 AM before Hon. Sabrina Schneweis-Coe in Department 11A.
  40. Proof of service filed by Alves-Lawrence, Cynthia.

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