probate - San Bernardino Superior Court

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Superior Court of Calif, County of San Bernardino Page: 17A CIVPRO San Bernardino District - Probate PROBATE/CONSERVATORSHIP CALENDAR HONORABLE: RAYMOND L HAIGHT ---------------------------------------------------------------------- DATE: 05/01/13 TIME: 10:30 DEPT: S15P ---------------------------------------------------------------------- CASE#: CON PS1300083 CASE NAME: JUNELL WEBER SEE ALSO 17 HEARING: HEARING RE: PLACEMENT REVIEW COUNSEL: LYNNELL WHEAT (CPE)...CRAIG E WILSON DEEANA WHEAT (CPE)...CRAIG E WILSON JUNELL WEBER (CEP)...PRO/PER FAMRS1201334 GENERAL INFORMATION THIS CASE IS SET FOR HEARING ON re Placement Review THE FOLLOWING ISSUES AND/OR DEFICIENCIES IN THE PAPERS ARE NOTED; 1. At hearing on 4/10/13 in which the Court appointed petitioners as temporary conservators over person and estate, the court then set this Placement Review. 2. Find out status of placement and whether least restrictive placement. RECOMMENDATION Find out status. (gls)
Superior Court of Calif, County of San Bernardino Page: 18 CIVPRO San Bernardino District - Probate PROBATE/CONSERVATORSHIP CALENDAR HONORABLE: RAYMOND L HAIGHT ---------------------------------------------------------------------- DATE: 05/01/13 TIME: 10:30 DEPT: S15P ---------------------------------------------------------------------- CASE#: VC VS109 CASE NAME: IN THE MATTER OF CHRISTINE MARIE MORENO HEARING: TWENTY FOURTH Account and Report of GLORIA MORENO and Petition for allowance of fees filed. COUNSEL: GLORIA MORENO (CPE)...JANET M HERRING CHRISTINE MARIE MORENO (DEC)... GENERAL INFORMATION Continued from 09/12/12, 10/17/12, 11/28/12, 1/16/13, 2/20/13, 03/06/13 at request of counsel. THIS CASE IS SET FOR HEARING ON 24 th Account Current and Petition for Fees, Authority to Continue to Occupy Residence Rent Free and Invest Funds. THE FOLLOWING ISSUES AND/OR DEFICIENCIES IN THE PAPERS ARE NOTED: 1. Conservatorship was established in 1983. 2. Accounting period 01/01/10 – 12/31/10 (one year). Note: accountings are 1 year behind. Does court wish to require petitioner to bring accounting current? JTD 3. Assets on hand $674,137.45 consisting of $7,410.98 in cash and remaining in stocks and securities. 4. Attorney requests fees of $1,012.50. Billed at $150hour for 6.75 hours’ attorney time. Itemized. JTD. 5. Petitioner requests authority to take funds from blocked account on an ongoing basis for payment of CI fees, filing fees, $1,800/month allowance for conservatee without accounting for funds, $1,900/month to petitioner/conservator for physical care services and supervision of conservatee, payment of tax liabilities, payment of $700/year to CPA for taxes prep, payment of bank/brokerage fees, payment of medical and dental fees and medical/dental insurance, and $350/year for bookkeeper fees. JTD.
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Page 15 and 16: conservatee’s right to contract,
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Page 31 and 32: foreclosure by the estate. Need to
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Page 47 and 48: RECOMMENDATION Need notice and clea
Page 55 and 56: 7. Petitioner alleges the current b

probate - San Bernardino Superior Court

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