Tuolumne — Probate Notes for January 09, 2026

Source: https://www.tuolumne.courts.ca.gov/system/files/general/pb_d5_01092026_0.pdf

Superior Court of California, County of Tuolumne Consolidated Calendar Commissioner Steven Streger

Department 5 January 9, 2026 9:00 am DA Case # Date Filed

1 PR12727 Estate of Bernard L. McDaniel II AKA Bernard L. McDaniel 11/05/2025

Kathleen McDaniel Attorney: Richard Marchini

Determine Succ to Real Property

11/05/2025 Petition File Tracking 11/14/2025 High Density

Probate Notes are not tentative rulings. Parties and counsel are expected to appear for the hearings unless this note indicates that “no appearance is
necessary.” Unless a personal appearance is required, all participants may appear via Zoom without first securing Court permission using this link:
https://tuolumne-courts-ca-gov.zoomgov.com/j/1615813960?pwd=NTRMT0NwMDg5cnlYdzZ6VnBXWWFsUT09. [Meeting ID: 161 581 3960; Passcode: 123456].
All matters set for hearing in Department 5 are presumptively assigned to that department for all purposes. Parties retain the right under Cal. Const. art VI §21 to
decline consent to the Commissioner serving as a Judge Pro Tem. By participating in the first hearing, or electing not to attend after due notice thereof, parties
are deemed to have stipulated to the Commissioner serving as a Judge Pro Tem for the entire case. See CRC 2.816.

Hearing will commence at 9:00 a.m., not 8:30 a.m.

This is the initial hearing on a probate avoidance by-pass petition to determine automatic testate
succession to decedent’s purported primary residence. Notice to all of the interested persons appears to

be satisfied. See §§ 13151(b) and 13153. The stated legal basis for the putative succession (§13152(a)(4)) is via pour-over will to the acting trustee of decedent’s inter vivos trust. The Declaration of Trust specifies that the trust res includes the property set forth in Schedule A, and Schedule A does not include the property that is the subject of this petition. However, Article 10.A. allows the trustee to add other property to the trust, and Article 11.D. empowers successor trustees to do the same. Thus, it does appear that the trust could be funded post-mortem. However, there are three concerns with the petition as framed.

First, effective 01/01/2025, §13151(a) was amended to limit the scope of these by-pass petitions to the decedent’s primary residence. The property which is the subject of this petition is a 50% interest in commercial property on Washington Street, not the decedent’s primary residence in Twain Harte. How does petitioner intend to circumvent the statutory change?

Second, although succession might arguably go through the will to the trustee of the decedent’s 2007 trust, the petition does not provide sufficient evidence from which to conclude that decedent owns the 50% stake he claims. Katherine’s recordation of a transfer deed does not alone sever the joint tenancy. See §683.2(c)(1) and (2). In addition, since it appears that decedent and Katherine were still married, Katherine may have independent rights to a greater share of decedent’s alleged 50%. See Probate Code §§ 104, 21610; Reichv.Reich(2024) 105 Cal.App.5th 1282, 1288-1289; EstateofWall(2021) 68 Cal.App.5th 168, 173-175; EstateofKatleman(1993) 13 Cal.App.4th 51, 60. There is an absence of competent proof that APN 001-201-004-000 belongs to decedent (§§ 13152(a)(3), 13154(b)(4)) in light of the aforementioned concerns. Katherine is free to disclaim any statutory or joint tenancy interest therein, but that is something she would need to secure independent legal counsel for. At present, she is bound to act in a fiduciary capacity for the benefit of all trust beneficiaries, not just herself. See Probate Code §§ 16002-16004, 16006.

Third, there is no evidence to show that the property is currently in decedent’s name. Court will assume, if no appearance is made, that a request for continuance was made … and granted.

1/6/2026 8:57 am

Superior Court of California, County of Tuolumne Consolidated Calendar Commissioner Steven Streger

Department 5 January 9, 2026 9:00 am DA Case # Date Filed

2 PR12732 Estate of David Merrill Johnson 11/24/2025

David Merrill Johnson

Lahna Vonepps Attorney: John Ronge

Letters of Administration

11/24/2025 Petition File Tracking 12/05/2025 High Density

Probate Notes are not tentative rulings. Parties and counsel are expected to appear for the hearings unless this note indicates that “no appearance is
necessary.” Unless a personal appearance is required, all participants may appear via Zoom without first securing Court permission using this link:
https://tuolumne-courts-ca-gov.zoomgov.com/j/1615813960?pwd=NTRMT0NwMDg5cnlYdzZ6VnBXWWFsUT09. [Meeting ID: 161 581 3960; Passcode:
123456]. All matters set for hearing in Department 5 are presumptively assigned to that department for all purposes. Parties retain the right under Cal.
Const. art VI §21 to decline consent to the Commissioner serving as a Judge Pro Tem. By participating in the first hearing, or electing not to attend after due
notice thereof, parties are deemed to have stipulated to the Commissioner serving as a Judge Pro Tem for the entire case. See CRC 2.816.

Hearing will commence at 9:00 a.m., not 8:30 a.m.

This is the initial hearing on a petition to secure Letters of Administration and probate the intestate
estate of recently-deceased resident with no close family ties. The petitioner is the decedent’s
neighbor and close friend. Direct notice to second-degree family, and publication, have been
accomplished.

Although petitioner’s statement regarding biological family vs. logical family is quite astute, the law here in California is not as advanced. Probate Code §8461 gives appointment priority to blood relatives of any degree, or even the government (public administrator), over the decedent’s best friend and confidante. Even creditors of the decedent rank higher in priority than best friends. That being said, “if persons having priority fail to claim appointment as administrator, the court may appoint any person who claims appointment.” § 8468. Although nobody else with priority has (yet) claimed a right to appointment, one does not “fail to claim” until at least a reasonable amount of time has passed after acquiring actual notice that the individual has died. See, e.g., Probate Code §8001 [30 days for executor of will]. Since the cousins in Oregon may have only learned of the passing a month ago, this Court intends to give them time to decide whether they wish to seek appointment given the preference in probate for appointing those with skin in the game (see, e.g., Probate Code §8441(b)).

This Court envisions one continuance for a month, and if no blood relative, creditor or public
administrator steps forward to seek appointment, this Court otherwise has no objection to appointing
petitioner herein. In the meanwhile, this Court is certainly amenable to giving petitioner special
administrative powers to protect decedent’s residence/property and to incur on behalf of the estate
reasonable costs associated with a professional heir search.

1/6/2026 8:57 am

Superior Court of California, County of Tuolumne Consolidated Calendar Commissioner Steven Streger

Department 5 January 9, 2026 9:00 am DA Case # Date Filed

3 PR12726 Estate of Shelley Deanne Soto 11/05/2025

Jessica FultonBotfield Attorney: Brandon Meyer

Shelley Deanne Soto

Letters of Administration

11/05/2025 Petition File Tracking 11/14/2025 High Density

Probate Notes are not tentative rulings. Parties and counsel are expected to appear for the hearings unless this note indicates that “no appearance is
necessary.” Unless a personal appearance is required, all participants may appear via Zoom without first securing Court permission using this link:
https://tuolumne-courts-ca-gov.zoomgov.com/j/1615813960?pwd=NTRMT0NwMDg5cnlYdzZ6VnBXWWFsUT09. [Meeting ID: 161 581 3960; Passcode: 123456].
All matters set for hearing in Department 5 are presumptively assigned to that department for all purposes. Parties retain the right under Cal. Const. art VI §21 to
decline consent to the Commissioner serving as a Judge Pro Tem. By participating in the first hearing, or electing not to attend after due notice thereof, parties
are deemed to have stipulated to the Commissioner serving as a Judge Pro Tem for the entire case. See CRC 2.816.

Hearing will commence at 9:00 a.m., not 8:30 a.m.

This is the initial hearing on a petition to secure Letters of Administration and probate the intestate estate of recently-deceased resident with two adult children.

There is no proof of publication in the court file. See §8124.

The petition indicates that petitioner is a nonresident of California (see Para 8), which requires her to provide a permanent resident statement. See §8573.

While it is of no immediate consequence to this Department, counsel should be aware of the fact that the
petition includes the wrong street address for this courthouse. If that incorrect information was carried
over by the Union Democrat into the publication, that will need to be corrected and republished (and not

charged to the client in the final petition).

1/6/2026 8:57 am

Superior Court of California, County of Tuolumne Consolidated Calendar Commissioner Steven Streger

Department 5 January 9, 2026 9:00 am DA Case # Date Filed

4 PR12731 In the Matter of Edward Noerdinger 11/17/2025

Edward Noerdinger

Gabrielle Noerdinger Attorney: Mary McEwen

Petition Hearing

To Determine Succession to Primary Residence
Petition Hearing

Guardian Ad Litem

11/17/2025 Petition File Tracking 11/21/2025 High Density

Probate Notes are not tentative rulings. Parties and counsel are expected to appear for the hearings unless this note indicates that “no appearance is
necessary.” Unless a personal appearance is required, all participants may appear via Zoom without first securing Court permission using this link:
https://tuolumne-courts-ca-gov.zoomgov.com/j/1615813960?pwd=NTRMT0NwMDg5cnlYdzZ6VnBXWWFsUT09. [Meeting ID: 161 581 3960; Passcode:
123456]. All matters set for hearing in Department 5 are presumptively assigned to that department for all purposes. Parties retain the right under Cal.
Const. art VI §21 to decline consent to the Commissioner serving as a Judge Pro Tem. By participating in the first hearing, or electing not to attend after due
notice thereof, parties are deemed to have stipulated to the Commissioner serving as a Judge Pro Tem for the entire case. See CRC 2.816.

Hearing will commence at 9:00 a.m., not 8:30 a.m.

This is the initial hearing on a probate avoidance by-pass petition to determine instate succession to
decedent’s purported primary residence. Notice to all of the interested persons appears to be satisfied.
See §§ 13151(b) and 13153. The stated legal basis for the putative succession (§13152(a)(4)) is partial
intestacy, partial assignment/disclaimer, and partial secondary intestacy. Before unwinding all the
various layers of succession, it is worth noting that the petition lacks an Attachment 11 or any evidence
from which to conclude that APN 047-112-013-000 was decedent’s primary residence. The I&A
describes it as “income producing property” but that is of little assistance.

As for the cerebral succession gymnastics, if all the interested parties execute a stipulation and proposed
order, this Court will abide by that group decision so long as there is proof of contemporaneous ownership
by decedent and that it was his primary residence.

1/6/2026 8:57 am

Superior Court of California, County of Tuolumne Consolidated Calendar Commissioner Steven Streger

Department 5 January 9, 2026 9:00 am DA Case # Date Filed

5 PR12568 In re Thors Family Living Trust dated April 25, 2000 12/24/2024

Elizabeth Nunes Attorney: Carrie McKernan

Petition Hearing

for Order Ascertaining Beneficiaries, Etcetera

11/18/2025 Petition File Tracking 02/20/2025 High Density

Probate Notes are not tentative rulings. Parties and counsel are expected to appear for the hearings unless this note indicates that “no appearance is
necessary.” Unless a personal appearance is required, all participants may appear via Zoom without first securing Court permission using this link:
https://tuolumne-courts-ca-gov.zoomgov.com/j/1615813960?pwd=NTRMT0NwMDg5cnlYdzZ6VnBXWWFsUT09. [Meeting ID: 161 581 3960; Passcode:
123456]. All matters set for hearing in Department 5 are presumptively assigned to that department for all purposes. Parties retain the right under Cal.
Const. art VI §21 to decline consent to the Commissioner serving as a Judge Pro Tem. By participating in the first hearing, or electing not to attend after due
notice thereof, parties are deemed to have stipulated to the Commissioner serving as a Judge Pro Tem for the entire case. See CRC 2.816.

Hearing will commence at 9:00 a.m., not 8:30 a.m.

This was originally a petition to declare an untethered asset (APN 058-420-014-000) as one belonging to
the subject trust (aka Heggstad petition). That petition was unopposed and granted at the first hearing
thereon (see Minute Order dtd 01/31/2025).

Ten months later, on 11/18/2025, petitioner filed a new petition seeking a wide array of relief – some of
which are technically incompatible with one another. The petition shall be verified. See Probate
Code §1021(a)(1), CRC 7.103(b), TCSC Local Rule 5.04.1. The unverified petition was personally served
on respondent on 11/20/2025. There is no response filed yet, though it is this Court’s practice not to
impose response deadlines under CRC 7.801 for unverified petitions. Technically this Court is not
supposed to even consider an unverified petition.

Petitioner first seeks an order ascertaining the beneficiaries of the subject trust. The trust expressly
identifies Elizabeth, Steven and Andrew as the beneficiaries. According to petitioner, Steven should be
deemed to have predeceased Donald due to confirmed financial elder abuse; however, the prayer for
relief seeks only “to offset Steven’s distributable share based upon the damages caused” by his
transgressions, not a total disinheritance. Clarification is needed.

Petitioner next seeks an order fixing her compensation. Pursuant to CRC 7.776 (which petitioner did
not cite), this court is to consider (1) the gross income of the trust estate; (2) the success or failure of the
trustee's administration; (3) any unusual skill, expertise, or experience brought to the trustee's work; (4)
the fidelity or disloyalty shown by the trustee; (5) the amount of risk and responsibility assumed by the
trustee; (6) the time spent in the performance of the trustee's duties; (7) local custom for fees; and (8)
whether the work performed was routine, or required more than ordinary skill or judgment. The petition
does not provide any of the needed information, and the generic reference to 193.25 hours of time is of
no assistance without a true billing statement to show what the work entailed. For example, if
Elizabeth is to purchase the home, work on the home is not compensable.

Finally, the issue of Steven’s alleged wrongdoing is obviously the crux of the petition, and the catalyst for
significant discovery. Parties to discuss how much time is needed for that.

1/6/2026 8:57 am

Superior Court of California, County of Tuolumne Consolidated Calendar Commissioner Steven Streger

Department 5 January 9, 2026 9:00 am DA Case # Date Filed

6 PR12667 In re Sagaser Trust dated March 9, 2005 06/23/2025

Joseph Warren Sagaser Attorney: Nicholas Yonano

Review Hearing

Status Hearing

06/23/2025 Petition File Tracking 06/24/2025 Gloria Doehring

Probate Notes are not tentative rulings. Parties and counsel are expected to appear for the hearings unless this note indicates that “no appearance is
necessary.” Unless a personal appearance is required, all participants may appear via Zoom without first securing Court permission using this link:
https://tuolumne-courts-ca-gov.zoomgov.com/j/1615813960?pwd=NTRMT0NwMDg5cnlYdzZ6VnBXWWFsUT09. [Meeting ID: 161 581 3960; Passcode:
123456]. All matters set for hearing in Department 5 are presumptively assigned to that department for all purposes. Parties retain the right under Cal.
Const. art VI §21 to decline consent to the Commissioner serving as a Judge Pro Tem. By participating in the first hearing, or electing not to attend after due
notice thereof, parties are deemed to have stipulated to the Commissioner serving as a Judge Pro Tem for the entire case. See CRC 2.816.

Hearing will commence at 9:00 a.m., not 8:30 a.m.

This is the continued hearing on a trust petition seeking a formal accounting, an inventory
of trust assets, and “instructions” regarding the manner in which assets believed to be
held in trust should be distributed (or clawed back if need be).

NO APPEARANCE IS NECESSARY.

Good cause is shown for the requested continuance sought jointly by both sides. Although the Court would have preferred that the parties selected their own review date, the request for “60 days” puts a review hearing on Friday the 13 th of March, 2026, at 9:00 a.m. It is so scheduled.

1/6/2026 8:57 am

Superior Court of California, County of Tuolumne Consolidated Calendar Commissioner Steven Streger

Department 5 January 9, 2026 9:00 am DA Case # Date Filed

7 PR12656 The Estate of Harry F. Bollinger IV 06/10/2025

Harry Bollinger Attorney: Brandon Meyer

Review Hearing - Inventory and Appraisal

Inventory and Appraisal

06/10/2025 Petition File Tracking 06/11/2025 High Density

Hearing will commence at 9:00 a.m., not 8:30 a.m.

NO APPEARNCE IS NECESSARY.

This was to be the §8800 review hearing, but a review of the court file reveals a final I&A already on file. This hearing can go off calendar. The

§12200 review hearing is still scheduled for 09/11/2026.

1/6/2026 8:57 am

Superior Court of California, County of Tuolumne Consolidated Calendar Commissioner Steven Streger

Department 5 January 9, 2026 10:00 am DA Case # Date Filed

8 PR8852 Conservatorship of Allison L. Condit 03/23/2001

Ross Condit Attorney: Gary Dambacher

Susan Condit Attorney: Gary Dambacher

Allison L. Condit

Polly Levin

Review Hearing - Investigator Report - PR Code 1850

03/05/2010 Accounting: Other File Tracking 01/28/2025 High Density

This is a general conservatorship over a person and estate. Although the annual investigative report is not yet complete, this Court anticipates finding by clear and convincing evidence that (1) the conservatee remains unable to provide properly for her personal needs for physical health, food, clothing, or shelter; (2) the conservatee remains substantially unable to manage her finances or resist undue influence; and (3) a general conservatorship is still the least restrictive alternative needed for the conservatee’s protection, taking into consideration her abilities and capacities with current and possible supports. Court intends to consider whether biennial reviews are appropriate in this case.

1/6/2026 8:57 am

Superior Court of California, County of Tuolumne Consolidated Calendar Commissioner Steven Streger

Department 5 January 9, 2026 10:00 am DA Case # Date Filed

9 PR11378 Conservatorship of Brooke Winham 10/25/2016

Lucien Winham Attorney: Jennifer Lothert

Brooke Winham

Review Hearing - Investigator Report - PR Code 1850

10/25/2016 Petition: Other File Tracking 10/25/2016 Petition 01/28/2025 High Density

This is a general conservatorship over a person. Although the annual investigative report is not yet complete, this Court anticipates finding by clear and convincing evidence that (1) the conservatee remains unable to provide properly for her personal needs for physical health, food, clothing, or shelter; and (2) a general conservatorship is still the least restrictive alternative needed for the conservatee’s protection, taking into consideration her abilities and capacities with current and possible supports. Court intends to consider whether biennial reviews are appropriate in this case.

1/6/2026 8:57 am

Superior Court of California, County of Tuolumne Consolidated Calendar Commissioner Steven Streger

Department 5 January 9, 2026 10:00 am DA Case # Date Filed

10 PR10632 Guardianship of Barbara T. E. Labrado 08/18/2010

Barbara Posada Pro Per

Robert Posada Pro Per

Barbara Tonia Elizabeth Labrado

Review Hearing - Guardian Rept-Probate Code 1513.2

09/16/2015 Petition: Other File Tracking 09/16/2015 Petition: Other 10/24/2024 High Density Other Cases FL13327

This is a guardianship involving co-guardians and one minor child. Pursuant to Probate Code
§1513.2(a), every year the guardian shall complete and return to the court a status report (GC-251). The
court clerk is required to provide a reminder to the guardian, along with a blank GC-251, which did occur
herein on 08/01/2025. There is no report on file, which requires an appearance by the guardian. The
guardians missed one hearing already, but to date have not complied with no explanation provided to this
Court. Pursuant to §1513.2(a), “if the court is unable to obtain this information within 30 days after the
date the status report is due, the court shall either order the guardian to make himself or herself available
to the investigator for purposes of investigation of the guardianship, or to show cause why the guardian
should not be removed.” Pursuant to §1513.1(a), “the court may order reimbursement to the court or to
the county in the amount of the assessment, unless the court finds that all or any part of the assessment
would impose a hardship on the ward or the ward's estate.” In other words, investigative costs may be
payable by the guardians if compliance is not forthcoming.

The court investigator shall be directed to locate the guardians, complete the forms with the guardians,

and bill her time for that to the guardians personally.

1/6/2026 8:57 am

Superior Court of California, County of Tuolumne Consolidated Calendar Commissioner Steven Streger

Department 5 January 9, 2026 10:00 am DA Case # Date Filed

11 PR11847 Guardianship of Carson James Green 09/14/2020

James Althouse Pro Per

Lisa Althouse Pro Per

Carson James Green Pro Per

Breanna Althouse Attorney: Jennifer Lothert

Review Hearing - Guardian Rept-Probate Code 1513.2

06/20/2025 Termination of Guardianship File Tracking 01/14/2025 From Court Legal Document 5

This is a maternal grandparent guardianship in which the bio mother has filed for, and recently secured, visitation rights. Mother currently enjoys long weekends (Thurs @ 5:30 pm Sun @ 7:00 pm) which obviates the need for further action on her motion for visitation. Mother also has a separate motion pending to terminate the guardianship (filed 06/20/2025), which is currently stayed pending a “test run” on Mother’s visitation which is getting close to 50/50.

The parties are present this day simply for the annual guardianship review. The Court is in possession of the GC-251 with attachments and confirms the completeness of the filings. The guardianship will remain in place pending review of the court investigator report regarding termination of the guardianship, and confirmation from the parties whether a trial will be required. There is a review hearing on the termination petition set for 03/06/2026.

1/6/2026 8:57 am

Superior Court of California, County of Tuolumne Consolidated Calendar Commissioner Steven Streger

Department 5 January 9, 2026 10:00 am DA Case # Date Filed

12 PR11692 Guardianship of David Sean Johnson II 06/27/2019

Jamie Renee Fraser Pro Per

David Sean Johnson II

Tuolumne County Social Services

Ashley Nichole Schriver

Kelly Amber Schriver

Review Hearing

Terminate operation of law - Minor turns 18 2/14/25

06/27/2019 Petition: Other File Tracking 06/27/2019 Petition 12/11/2024 High Density

No appearance is necessary. This guardianship has terminated by operation of law.

1/6/2026 8:57 am

Superior Court of California, County of Tuolumne Consolidated Calendar Commissioner Steven Streger

Department 5 January 9, 2026 10:00 am DA Case # Date Filed

13 PR11259 Guardianship of Ericka Taylor, et al. 12/08/2015

Martha Peterson

Robert E Peterson

Ericka L Taylor

Kendra L Taylor

Kimberley Coey Pro Per

Trina Terradista

Kendra L Taylor

Appoint Guardian

Perm

11/07/2025 Petition File Tracking 04/24/2024 High Density Other Cases PR12730

This is a de facto petition by a family friend to substitute in as a successor guardian. It was established as a

new petition in PR12730, but that was dismissed as procedurally improvident. The court investigator will need to be re-appointed to complete a study, and all relatives within the second degree will need to be contacted and informed. A temporary guardianship can remain in place for the time being.

1/6/2026 8:57 am

Superior Court of California, County of Tuolumne Consolidated Calendar Commissioner Steven Streger

Department 5 January 9, 2026 10:00 am DA Case # Date Filed

14 PR12218 Guardianship of Indica Mia Lynn Murray 12/22/2022

Brian M Greene Attorney: Jennifer Lothert

Devon M Greene Attorney: Jennifer Lothert

Indica Mia Lynn Murray

Review Hearing - Guardian Rept-Probate Code 1513.2

12/22/2022 Petition File Tracking 12/22/2022 Petition 01/14/2025 From Court Legal Document 5

No appearance is necessary.

The Court, having received and reviewed the GC-251 with attachments for the ward, finds by a preponderance of the evidence that the guardianship remains necessary/convenient and that the guardians continue to serve the ward’s best interests. Court will set the annual review date.

Clerk’s office will provide notice.

1/6/2026 8:57 am

Superior Court of California, County of Tuolumne Consolidated Calendar Commissioner Steven Streger

Department 5 January 9, 2026 10:00 am DA Case # Date Filed

15 PR10490 Guardianship of Jeremiah Jay Swanson 08/13/2009

Priscilla Kirkland Pro Per

Suzanne Michelle Beutler Pro Per

Kellie DECEASED Swanson Pro Per

Jeremiah Jay Swanson

Review Hearing - Guardian Rept-Probate Code 1513.2

08/13/2009 Petition: Other File Tracking 08/13/2009 Petition 01/14/2025 From Court Legal Document 5

No appearance is necessary.

The Court, having received and reviewed the GC-251 with attachments for the ward, finds by a preponderance of the evidence that the guardianship remains necessary/convenient and that the guardians continue to serve the ward’s best interests. Court will set the annual review date.

Clerk’s office will provide notice.

1/6/2026 8:57 am

Superior Court of California, County of Tuolumne Consolidated Calendar Commissioner Steven Streger

Department 5 January 9, 2026 10:00 am DA Case # Date Filed

16 PR11337 Guardianship of Jesse J. Bustamante 06/23/2016

Kathryn Keagy Pro Per

Jesse Lucas Bustamante

Jesus Bustamante Pro Per

Review Hearing - Guardian Rept-Probate Code 1513.2

10/20/2022 Termination of Guardianship File Tracking 10/17/2024 High Density

This is a guardianship involving one minor child. Pursuant to Probate Code §1513.2(a), every year the
guardian shall complete and return to the court a status report (GC-251). The court clerk is required to
provide a reminder to the guardian, along with a blank GC-251, which did occur herein on 08/01/2025.
There is no report on file, which requires an appearance by the guardian. The guardian missed one
hearing already, but to date has not complied with no explanation provided to this Court. Pursuant to
§1513.2(a), “if the court is unable to obtain this information within 30 days after the date the status
report is due, the court shall either order the guardian to make himself or herself available to the
investigator for purposes of investigation of the guardianship, or to show cause why the guardian should
not be removed.” Pursuant to §1513.1(a), “the court may order reimbursement to the court or to the
county in the amount of the assessment, unless the court finds that all or any part of the assessment
would impose a hardship on the ward or the ward's estate.” In other words, investigative costs may be
payable by the guardian if compliance is not forthcoming.

The court investigator shall be directed to locate the guardian, complete the forms with the guardian,
and bill her time for that to the guardian personally.

1/6/2026 8:57 am

Superior Court of California, County of Tuolumne Consolidated Calendar Commissioner Steven Streger

Department 5 January 9, 2026 10:00 am DA Case # Date Filed

17 PR11484 Guardianship of Joy Jean Ireland 09/18/2017

Aaron Hupp Pro Per

Gina Hupp Pro Per

Joy Jean Noel Clay Ireland

Bryanna J. Ireland

Review Hearing - Guardian Rept-Probate Code 1513.2

09/18/2017 Petition: Other File Tracking 09/18/2017 Petition 01/14/2025 From Court Legal Document 5

No appearance is necessary.

The Court, having received and reviewed the GC-251 with attachments for the ward, finds by a preponderance of the evidence that the guardianship remains necessary/convenient and that the guardians continue to serve the ward’s best interests. Court will set the annual review date.

Clerk’s office will provide notice.

1/6/2026 8:57 am

Superior Court of California, County of Tuolumne Consolidated Calendar Commissioner Steven Streger

Department 5 January 9, 2026 10:00 am DA Case # Date Filed

18 PR11620 Guardianship of Luke Huston Poe 11/13/2018

Raymond Alan Pryor Pro Per

Linda Pryor Pro Per

Luke Huston Poe

Review Hearing - Guardian Rept-Probate Code 1513.2

11/13/2018 Petition File Tracking 01/14/2025 From Court Legal Document 5

No appearance is necessary.

The Court, having received and reviewed the GC-251 with attachments for the ward, finds by a preponderance of the evidence that the guardianship remains necessary/convenient and that the guardians continue to serve the ward’s best interests. Court will set the annual review date.

Clerk’s office will provide notice.

1/6/2026 8:57 am

Superior Court of California, County of Tuolumne Consolidated Calendar Commissioner Steven Streger

Department 5 January 9, 2026 10:00 am DA Case # Date Filed

19 PR12717 Guardianship of Mia Ellyana Faith O'Connor 10/14/2025

Bonnie Ellen O'Connor Pro Per

Faith O'Connor Pro Per

Mia Ellyana Faith O'Connor Pro Per

Appoint Guardian

Long Term

10/14/2025 Petition File Tracking 10/14/2025 Petition 10/23/2025 High Density

Confirm that temporary guardians have received and reviewed investigative report.

Concerns: Tardiness Lack of awareness in home Boundaries Occupants “Plan B” just in case Family Code §3041.5: “In any guardianship proceeding, the court may order any person who is seeking custody of, or visitation with, a child to undergo testing for the illegal use of controlled substances and the use of alcohol if there is a judicial determination based upon a preponderance of evidence that there is the habitual, frequent, or continual illegal use of controlled substances or the habitual or continual abuse of alcohol by the parent, legal custodian, person seeking guardianship, or person seeking visitation in a guardianship.”

1/6/2026 8:57 am

Superior Court of California, County of Tuolumne Consolidated Calendar Commissioner Steven Streger

Department 5 January 9, 2026 10:00 am DA Case # Date Filed

20 PR11445 Guardianship of Ricardo Anthony Lee Castillo 05/30/2017

Lisa Renee Romine Pro Per

Ricardo Anthony Lee Castillo

Review Hearing

Guardianship Update

05/30/2017 Petition: Other File Tracking 05/30/2017 Petition 10/17/2024 High Density Other Cases PR9954

No appearance is necessary.

The Court, having received and reviewed the GC-251 with attachments for the ward, finds by a preponderance of the evidence that the guardianship remains necessary/convenient and that the guardians continue to serve the ward’s best interests. Court will set review date to align with ward’s 18th birthday in September and termination of guardianship by operation of law.

Clerk’s office will provide notice.

1/6/2026 8:57 am

Superior Court of California, County of Tuolumne Consolidated Calendar Commissioner Steven Streger

Department 5 January 9, 2026 10:00 am DA Case # Date Filed

21 PR11619 Guardianship of Roman Grace Poe 11/13/2018

Becky Niven Pro Per

Roman Grace Poe

Review Hearing - Guardian Rept-Probate Code 1513.2

11/13/2018 Petition File Tracking 01/14/2025 From Court Legal Document 5

No appearance is necessary.

The Court, having received and reviewed the GC-251 with attachments for the ward, finds by a preponderance of the evidence that the guardianship remains necessary/convenient and that the guardians continue to serve the ward’s best interests. Court will set the annual review date.

Clerk’s office will provide notice.

1/6/2026 8:57 am

Superior Court of California, County of Tuolumne Consolidated Calendar Commissioner Steven Streger

Department 5 January 9, 2026 10:00 am DA Case # Date Filed

22 PR11470 Guardianship of Sergio R. De La Rosa 08/11/2017

Jessica C Robles Pro Per

Sergio R De La Rosa

Ruben De La Rosa

Review Hearing - Guardian Rept-Probate Code 1513.2

08/15/2017 Petition: Other File Tracking 01/14/2025 From Court Legal Document 5 Other Cases JV7497

Court is awaiting GC-251 from guardians.

1/6/2026 8:57 am

Superior Court of California, County of Tuolumne Consolidated Calendar Commissioner Steven Streger

Department 5 January 9, 2026 10:00 am DA Case # Date Filed

23 PR11768 Guardianship of Zoerose Duncan 12/31/2019

Linda M. Duncan Pro Per

Zoerose Duncan

Justin Duncan Pro Per

Terminate Guardianship Hearing

FURTHER

12/31/2019 Petition File Tracking 02/05/2025 From Court-Probate on Calendar

This is the continued hearing on a petition by the biological father to terminate a guardianship currently in
the hands of the paternal grandmother. This guardianship has been in place since 2019, right about the
time that the parents were both found to be unfit in their related family case FL14257 (even though Father
had “full custody” of the child, he was quite ill, unemployed and eventually unhoused here in California).
Grandmother’s first effort to secure a guardianship (PR11456) was unsuccessful.

The court investigator has completed her report on Father’s petition to terminate. All interested parties
– guardian and both biological parents – signed a consent to terminate the guardianship as the ward now
resides with Father full-time. The only concern for this Court is the presence of another child in Father’s

home with a history that is not conducive to a return of the child. Has Father talked to the ward about these issues and put her on notice?

Court may reserve for interview of ward.

1/6/2026 8:57 am

Superior Court of California, County of Tuolumne Consolidated Calendar Commissioner Steven Streger

Department 5 January 9, 2026 1:30 pm DA Case # Date Filed

24 PR12585 In Re O'Rourke, Oliver Chase 01/27/2025

Oliver Chase O'Rourke Pro Per

People of the State of California Attorney: District Attorney

California Attorney General Pro Per

State of CA, Dept of Justice Pro Per

Pre-Trial Hearing - W&I 8103-Relief from Restriction

CONFIDENTIAL-Trial Setting / W&I 8103-Relief from Restriction

01/27/2025 Initial Filing File Tracking 06/06/2025 High Density

Pre-trial conference to determine whether petitioner has succeeded in securing medical records as requested at last hearing.

1/6/2026 8:57 am

Superior Court of California, County of Tuolumne Consolidated Calendar Commissioner Steven Streger

Department 5 January 9, 2026 1:30 pm DA Case # Date Filed

25 CV67763 Petition of Shane David Bergman 10/24/2025

Shane David Bergman Pro Per

OSC Hearing - Name Change

10/24/2025 Petition File Tracking 11/03/2025 High Density

Probate Notes are not tentative rulings. Parties and counsel are expected to appear for the hearings unless this note indicates that “no appearance is
necessary.” Unless a personal appearance is required, all participants may appear via Zoom without first securing Court permission using this link:
https://tuolumne-courts-ca-gov.zoomgov.com/j/1615813960?pwd=NTRMT0NwMDg5cnlYdzZ6VnBXWWFsUT09. [Meeting ID: 161 581 3960; Passcode:
123456]. All matters set for hearing in Department 5 are presumptively assigned to that department for all purposes. Parties retain the right under Cal.
Const. art VI §21 to decline consent to the Commissioner serving as a Judge Pro Tem. By participating in the first hearing, or electing not to attend after due
notice thereof, parties are deemed to have stipulated to the Commissioner serving as a Judge Pro Tem for the entire case. See CRC 2.816.

Nonconfidential petition to change last name.

No proof of publication.

Voir dire to be postponed.

1/6/2026 8:57 am

Superior Court of California, County of Tuolumne Consolidated Calendar Commissioner Steven Streger

Department 5 January 9, 2026 1:30 pm DA Case # Date Filed

26 CV67580 Petition of Jasmine Janae Oliver 08/27/2025

Jasmine Janae Oliver Pro Per

OSC Hearing - Name Change

08/27/2025 Petition File Tracking 09/19/2025 High Density

Probate Notes are not tentative rulings. Parties and counsel are expected to appear for the hearings unless this note indicates that “no appearance is
necessary.” Unless a personal appearance is required, all participants may appear via Zoom without first securing Court permission using this link:
https://tuolumne-courts-ca-gov.zoomgov.com/j/1615813960?pwd=NTRMT0NwMDg5cnlYdzZ6VnBXWWFsUT09. [Meeting ID: 161 581 3960; Passcode:
123456]. All matters set for hearing in Department 5 are presumptively assigned to that department for all purposes. Parties retain the right under Cal.
Const. art VI §21 to decline consent to the Commissioner serving as a Judge Pro Tem. By participating in the first hearing, or electing not to attend after due
notice thereof, parties are deemed to have stipulated to the Commissioner serving as a Judge Pro Tem for the entire case. See CRC 2.816.

Nonconfidential petition to change middle name.

No proof of publication.

Voir dire to be postponed.

Second hearing. Dismissal if no compliance.

1/6/2026 8:57 am