Estate of Armondo J. Mendoza
Estate of Armondo J. Mendoza
Case Number
24PR00341
Case Type
Hearing Date / Time
Wed, 12/11/2024 - 08:30
Nature of Proceedings
Petition for Letters Administration
Tentative Ruling
Probate Notes:
Appearances required.
The following must be submitted:
Further briefing. Further briefing must be submitted addressing the following:
- Standing. Petitioner is a lender that loaned what appears to be $5,000 and $20,000 to the surviving spouse of the Decedent in exchange for assignment of a payment of $9,900 and $36,000 from the surviving spouse’s share of the final distribution of the estate. Therefore, petitioner is not a creditor of the estate, and meets no definition of “interested person” in Probate Code sections 48 and 8000. Further briefing is required to show how Petitioner has standing to petition and be appointed the personal representative in this case.
- Validity of Assignment. The Court will also review whether the assignment to Probate Advance, LLC meets the procedural requirements of Probate Code section 11604.5, subdivision (d), and whether the assignment was “grossly unreasonable” pursuant to subdivision (h)(1). Petitioner must file further briefing explaining how the requirements of subdivision (d) were met, and why the Court should not find the assignment of $9,900 and $36,000 in exchange $5,000 and $20,000 are not grossly unreasonable loans. Further briefing must discuss how the choice of law clause designating NY law should not be viewed as a void-as-against-public-policy attempt to circumvent California law.
In addition to further briefing, the following procedural defects must be corrected:
Nomination of Administrator. Petitioner does not have priority of administration over Decedent’s spouse and children pursuant to Probate Code section 8461. Please submit a nomination from all those with equal or greater priority. A written declination must be filed by or on behalf of an individual who is entitled to priority for issuance of Letters of administration but does not desire to act, or evidence must be produced that the person with priority is not competent under Probate Code section 8402 or refuses to act. (Local Rule 1752(d)1.)
Supplement re: Probate vs. Spousal Property Petition. The petition requests probate of a Decedent’s estate who left a surviving spouse. Petitioner must submit supplement explaining why probate of this estate is favorable over the following procedures:
- Spousal or Domestic Partner Property Petition (form DE-221)
- Affidavit for Disposition of Community Property Real Estate (Probate Code 13540-13541)
- Disposition of Community Property Securities (Probate Code 13545)
- Affidavit for Collection of Compensation Owed to Deceased Spouse or Registered Domestic Partner (Probate Code 13600)
Due to staffing limitations, processing times may be delayed. To assist in processing, attorneys and parties should include the next court date in the “Filing Description” field provided by the electronic service provider. That field is also used for further descriptions of the document being e-filed, so be sure to put the calendar date FIRST in the field – BEFORE any further description of the document being e-filed (e.g.: 06/28/16 For XYZ).
Appearances:
The court is open to the public for court business. The court is also conducting hearings via Zoom videoconference.
Meeting ID: 161 956 1423
Passcode: 137305