Case Information
Case Description: PR21-00346 - TRUST: PATRICIA ANN DAVIDS TRUST DATED 10-5-2005
Filing Date: 05/19/2021
Case Type: TN - TRUST/CONSERVATORSHIP
Status: Case Disposed
Case Cross Reference
Cross Reference Number
No Cross Reference Numbers Available
Case Parties
Seq Type Name
1 JUDG - Judge GORMAN, PROB. COMM. EDMUND J.
2 ATTY - Attorney Reid, Esq., Tamara
3 ATTY - Attorney Jager, Esq., J. Scott
4 ATTY - Attorney Riley, Esq., Timothy J.
5 PETR - Petitioner BOLDI, SUSAN MARIE
6 TRUS - Trust PATRICIA ANN DAVIDS TRUST, DATED OCTOBER 5, 2005, AS AMENDED,
7 TRUS - Trust SUSAN MARIE BOLDI IRREVOCABLE TRUST DATED MARCH 1, 2017,
8 INST - Interested Party JOHNSON, CPA, JAMES
9 ATTY - Attorney Rafferty, Esq., Michaelle DiGrazia
11 ATTY - Attorney Renner, Esq., Carolyn K.
12 ATTY - Attorney Wallace, Esq., F. McClure
13 ATTY - Attorney Millsap, Esq., Patrick R.
Event Information
Date/Time Hearing Judge Event Description Outcome
01/21/2026 at 1:00 PM Honorable PROB. COMM. GORMAN HP26 - OTHER PROB/TRST/GDSHP HRG D425 - Granted filed on: 01/21/2026
04/25/2023 at 8:02 AM Honorable PROB. COMM. GORMAN S1 - Request for Submission S200 - Request for Submission Complet filed on: 05/18/2023
04/18/2023 at 9:07 AM Honorable PROB. COMM. GORMAN S1 - Request for Submission S200 - Request for Submission Complet filed on: 04/20/2023
02/27/2023 at 12:49 PM Honorable PROB. COMM. GORMAN S1 - Request for Submission S200 - Request for Submission Complet filed on: 03/13/2023
01/20/2023 at 10:51 AM Honorable PROB. COMM. GORMAN S1 - Request for Submission S200 - Request for Submission Complet filed on: 01/26/2023
01/06/2023 at 2:26 PM Honorable PROB. COMM. GORMAN S1 - Request for Submission S200 - Request for Submission Complet filed on: 01/13/2023
12/01/2022 at 11:10 AM Honorable PROB. COMM. GORMAN S1 - Request for Submission S200 - Request for Submission Complet filed on: 12/09/2022
11/03/2022 at 2:37 PM Honorable PROB. COMM. GORMAN S1 - Request for Submission S200 - Request for Submission Complet filed on: 11/10/2022
08/26/2022 at 8:38 AM Honorable PROB. COMM. GORMAN S1 - Request for Submission S200 - Request for Submission Complet filed on: 09/02/2022
07/14/2022 at 1:00 PM Honorable PROB. COMM. GORMAN H820 - STATUS HEARING D270 - Continued - Counsel to Reset filed on: 07/14/2022
06/17/2022 at 4:41 PM Honorable PROB. COMM. GORMAN S1 - Request for Submission S200 - Request for Submission Complet filed on: 06/17/2022
05/24/2022 at 10:00 AM Honorable PROB. COMM. GORMAN H820 - STATUS HEARING D270 - Continued - Counsel to Reset filed on: 07/14/2022
04/29/2022 at 12:01 PM Honorable PROB. COMM. GORMAN S1 - Request for Submission S200 - Request for Submission Complet filed on: 05/05/2022
04/14/2022 at 1:00 PM Honorable PROB. COMM. GORMAN H820 - STATUS HEARING D844 - Vacated - Reset filed on: 03/07/2022
01/27/2022 at 1:00 PM Honorable PROB. COMM. GORMAN HP26 - OTHER PROB/TRST/GDSHP HRG D843 - Vacated - to be reset filed on: 01/26/2022
01/19/2022 at 2:52 PM Honorable PROB. COMM. GORMAN S1 - Request for Submission S200 - Request for Submission Complet filed on: 02/16/2022
11/03/2021 at 10:00 AM Honorable PROB. COMM. GORMAN HP26 - OTHER PROB/TRST/GDSHP HRG D445 - Heard - Continued filed on: 11/03/2021
10/13/2021 at 10:00 AM Honorable PROB. COMM. GORMAN HP26 - OTHER PROB/TRST/GDSHP HRG D445 - Heard - Continued filed on: 10/13/2021
09/15/2021 at 10:00 AM Honorable PROB. COMM. GORMAN HP26 - OTHER PROB/TRST/GDSHP HRG D445 - Heard - Continued filed on: 09/15/2021
07/28/2021 at 1:00 PM Honorable PROB. COMM. GORMAN HP26 - OTHER PROB/TRST/GDSHP HRG D445 - Heard - Continued filed on: 07/28/2021
06/30/2021 at 1:00 PM Honorable PROB. COMM. GORMAN HP26 - OTHER PROB/TRST/GDSHP HRG D445 - Heard - Continued filed on: 06/30/2021
Docket Entry Information
Docket Description Date Filed
NEF - Proof of Electronic Service 02/09/2026
MIN - ***Minutes 02/09/2026
2540 - Notice of Entry of Ord 01/23/2026
1067 - Affidavit/Declaration of Service 01/23/2026
NEF - Proof of Electronic Service 01/23/2026
NEF - Proof of Electronic Service 01/22/2026
3357 - Ord upon Petition 01/22/2026
F140 - Adj Summary Judgment 01/22/2026
1067 - Affidavit/Declaration of Service 12/12/2025
2550 - Notice of Hearing 12/12/2025
NEF - Proof of Electronic Service 12/12/2025
3645 - Petition ... 12/11/2025
NEF - Proof of Electronic Service 12/11/2025
2690 - Ord Affirming Master Recommend 06/13/2023
NEF - Proof of Electronic Service 06/13/2023
1947 - Master Recommend/Ord PC 05/18/2023
NEF - Proof of Electronic Service 05/18/2023
3860 - Request for Submission 04/25/2023
NEF - Proof of Electronic Service 04/25/2023
NEF - Proof of Electronic Service 04/24/2023
3790 - Reply to/in Opposition 04/24/2023
2683 - Ord Addressing Stipulation 04/20/2023
NEF - Proof of Electronic Service 04/20/2023
NEF - Proof of Electronic Service 04/18/2023
NEF - Proof of Electronic Service 04/18/2023
3860 - Request for Submission 04/18/2023
4050 - Stipulation ... 04/18/2023
NEF - Proof of Electronic Service 03/20/2023
3880 - Response... 03/20/2023
NEF - Proof of Electronic Service 03/13/2023
2683 - Ord Addressing Stipulation 03/13/2023
NEF - Proof of Electronic Service 02/27/2023
3860 - Request for Submission 02/27/2023
NEF - Proof of Electronic Service 02/27/2023
4047 - Stip Extension of Time ... 02/27/2023
2490 - Motion ... 02/07/2023
NEF - Proof of Electronic Service 02/07/2023
NEF - Proof of Electronic Service 01/26/2023
2683 - Ord Addressing Stipulation 01/26/2023
3860 - Request for Submission 01/20/2023
4047 - Stip Extension of Time ... 01/20/2023
NEF - Proof of Electronic Service 01/20/2023
NEF - Proof of Electronic Service 01/20/2023
NEF - Proof of Electronic Service 01/13/2023
2777 - Ord Approving ... 01/13/2023
4050 - Stipulation ... 01/06/2023
3860 - Request for Submission 01/06/2023
NEF - Proof of Electronic Service 01/06/2023
NEF - Proof of Electronic Service 01/06/2023
NEF - Proof of Electronic Service 12/09/2022
2683 - Ord Addressing Stipulation 12/09/2022
3835 - Report... 12/01/2022
NEF - Proof of Electronic Service 12/01/2022
NEF - Proof of Electronic Service 12/01/2022
3860 - Request for Submission 12/01/2022
NEF - Proof of Electronic Service 11/10/2022
3105 - Ord Granting ... 11/10/2022
3860 - Request for Submission 11/03/2022
NEF - Proof of Electronic Service 11/03/2022
NEF - Proof of Electronic Service 10/14/2022
1040P - Affidavit of Mailing - PR 10/14/2022
NEF - Proof of Electronic Service 10/12/2022
3835 - Report... 10/12/2022
NEF - Proof of Electronic Service 09/30/2022
NEF - Proof of Electronic Service 09/30/2022
1040P - Affidavit of Mailing - PR 09/30/2022
1040P - Affidavit of Mailing - PR 09/30/2022
2540 - Notice of Entry of Ord 09/07/2022
NEF - Proof of Electronic Service 09/07/2022
2777 - Ord Approving ... 09/02/2022
NEF - Proof of Electronic Service 09/02/2022
3870 - Request 08/26/2022
NEF - Proof of Electronic Service 08/26/2022
3860 - Request for Submission 08/26/2022
NEF - Proof of Electronic Service 08/26/2022
NEF - Proof of Electronic Service 06/27/2022
2540 - Notice of Entry of Ord 06/27/2022
NEF - Proof of Electronic Service 06/17/2022
NEF - Proof of Electronic Service 06/17/2022
FIE - **Document Filed in Error 06/17/2022
2683 - Ord Addressing Stipulation 06/17/2022
4045 - Stipulation to Continuance 06/16/2022
NEF - Proof of Electronic Service 06/16/2022
3860 - Request for Submission 06/16/2022
NEF - Proof of Electronic Service 06/16/2022
2683 - Ord Addressing Stipulation 05/05/2022
NEF - Proof of Electronic Service 05/05/2022
NEF - Proof of Electronic Service 04/29/2022
NEF - Proof of Electronic Service 04/29/2022
NEF - Proof of Electronic Service 04/29/2022
3860 - Request for Submission 04/29/2022
4045 - Stipulation to Continuance 04/29/2022
2520 - Notice of Appearance 04/29/2022
NEF - Proof of Electronic Service 03/08/2022
2690 - Ord Affirming Master Recommend 03/08/2022
NEF - Proof of Electronic Service 02/16/2022
1947 - Master Recommend/Ord PC 02/16/2022
3860 - Request for Submission 01/19/2022
3795 - Reply... 01/19/2022
NEF - Proof of Electronic Service 01/19/2022
1040P - Affidavit of Mailing - PR 01/19/2022
NEF - Proof of Electronic Service 01/12/2022
2645 - Opposition to Mtn ... 01/12/2022
NEF - Proof of Electronic Service 12/30/2021
PAYRC - **Payment Receipted 12/30/2021
NEF - Proof of Electronic Service 12/30/2021
$2200 - $Mtn for Summary Judgment 12/29/2021
2520 - Notice of Appearance 12/29/2021
1040P - Affidavit of Mailing - PR 12/29/2021
NEF - Proof of Electronic Service 11/09/2021
MIN - ***Minutes 11/09/2021
MIN - ***Minutes 10/13/2021
NEF - Proof of Electronic Service 10/13/2021
MIN - ***Minutes 09/15/2021
NEF - Proof of Electronic Service 09/15/2021
2610 - Notice ... 09/13/2021
NEF - Proof of Electronic Service 09/13/2021
1040P - Affidavit of Mailing - PR 07/29/2021
MIN - ***Minutes 07/29/2021
NEF - Proof of Electronic Service 07/29/2021
NEF - Proof of Electronic Service 07/29/2021
NEF - Proof of Electronic Service 07/26/2021
NEF - Proof of Electronic Service 07/26/2021
3880 - Response... 07/26/2021
1040P - Affidavit of Mailing - PR 07/26/2021
NEF - Proof of Electronic Service 07/23/2021
2520 - Notice of Appearance 07/23/2021
1120 - Amended ... 07/22/2021
NEF - Proof of Electronic Service 07/22/2021
NEF - Proof of Electronic Service 07/20/2021
2540 - Notice of Entry of Ord 07/20/2021
1040P - Affidavit of Mailing - PR 07/20/2021
MIN - ***Minutes 07/05/2021
NEF - Proof of Electronic Service 07/05/2021
2520 - Notice of Appearance 06/29/2021
$1560 - $Def 1st Appearance - CV 06/29/2021
NEF - Proof of Electronic Service 06/29/2021
PAYRC - **Payment Receipted 06/29/2021
1005 - Acceptance of Service 06/28/2021
NEF - Proof of Electronic Service 06/28/2021
2550 - Notice of Hearing 06/08/2021
NEF - Proof of Electronic Service 06/08/2021
NEF - Proof of Electronic Service 06/08/2021
1040P - Affidavit of Mailing - PR 06/08/2021
PAYRC - **Payment Receipted 05/19/2021
$3545 - $Pet Living Trust 05/19/2021


Notice: This is NOT an Official Court Record