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Case Information

Filed 2022-01-12
Status Disposed
Type Probate Estates
Docket 43 entries
Photo of Hon. Holly Carter

Judge

Hon. Holly Carter

San Joaquin County (CA)

California

View Judge Profile

Docket Entries

  1. Ex Parte Petition for Final Discharge and Order filed.
  2. Attorney, Gina Leguria, retained for Katie Roe .
  3. Payment received by Gina Leguria in the amount of $435.00. Receipt number 709789.
  4. Petition for Probate - Letters of Administration filed by Roe, Katie.
  5. Duties and Liabilities of Personal Representative DE-147 filed by Roe, Katie.
  6. Hearing regarding: Appointment of Personal Representative , set for 03/07/2022 at 10:00 AM before Hon. Elizabeth Humphreys in Department 11A.
  7. Notice of Petition to Administer Estate DE-121 filed by Roe, Katie.
  8. Waiver of Bond by Heir or Beneficiary DE-142/DE-111 (A-3d) filed by Roe, Katie.
  9. Waiver of Bond by Heir or Beneficiary DE-142/DE-111 (A-3d) filed by Roe, Katie.
  10. Waiver of Bond by Heir or Beneficiary DE-142/DE-111 (A-3d) filed by Roe, Katie.
  11. Probate Note published.
  12. Proof of Publication filed by Roe, Katie.
  13. Lineal Chart filed by Roe, Katie.
  14. Probate Note published.
  15. Lineal Chart filed by Roe, Katie.
  16. Probate Note published.
  17. Ex Parte Petition for Final Discharge and Order filed.
  18. Minutes finalized for Appointment of Personal Representative held on 03/07/2022 10:00 AM .
  19. Hearing re: Appointment of Personal Representative held on March 7, 2022.
  20. Order Appointing Personal Representative filed.
  21. Letters filed and issued.
  22. Hearing regarding: Compliance I & A , set for 08/08/2022 at 9:30 AM before Hon. Elizabeth Humphreys in Department 11A.
  23. Hearing regarding: Compliance Accounting , set for 06/05/2023 at 9:30 AM before Hon. Elizabeth Humphreys in Department 11A.
  24. Case status updated to Under Court Supervision.
  25. Clerk's Certificate of Service by Mail.
  26. Carter Holly Assigned. BATCH
  27. Hearing Result: Vacated
  28. Inventory and Appraisal filed in the amount of $504,286.14
  29. Notice to Department of Health Care Services filed by Roe, Katie.
  30. Notice to Franchise Tax Board filed by Roe, Katie.
  31. Hearing Result: Vacated
  32. Payment received by Katie Roe in the amount of $435.00. Receipt number 769335.
  33. Report of Administrator on Waiver of Account and Petition for Allowance of Statutory Compensation to Administrator and Attorney for Ordinary Services, for Costs of Administration and for Final Distribution filed by Roe, Katie.
  34. Waiver of Account by Distributee filed by Roe, Katie.
  35. Waiver of Account by Distributee filed by Roe, Katie.
  36. Notice of Hearing - Decedent's Estate or Trust DE-120 filed by Roe, Katie.
  37. Probate Note published.
  38. Minutes finalized for Final Distribution held on 12/21/2022 08:30 AM .
  39. Hearing re: Final Distribution held on December 21, 2022.
  40. Order for Final Distribution on Waiver of Account, Allowing Statutory Compensation to Administrator and Attorney and for Costs of Administration entered and filed.
  41. Receipt of distribution filed by Roe, Katie.
  42. Receipt of distribution filed by Roe, Katie.
  43. Ex Parte Petition for Final Discharge and Order DE-295/GC-395 filed by Roe, Katie.

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