Friday, 04 October 2024

News

 

MIDDLETOWN – An elderly Rodeo woman died of injuries she sustained in a Memorial Day weekend crash.


Helen R. Valentine, 85, died at Santa Rosa Memorial Hospital after being injured in the crash, which occurred just after 8:30 a.m. Saturday, according to California Highway Patrol Officer Steve Tanguay.


Valentine was riding with Angelo Accurso, 85, of Hidden Valley Lake in his 2001 Toyota Corolla, heading westbound on Hartmann Road. Accurso was stopped at the stop sign at Highway 29 waiting to turn left, Tanguay said.


Vidal Montanez, 51, of Clearlake, was driving his 1998 Ford Windstar northbound on Highway 29 approaching Hartmann Road at approximately 55 miles per hour when Tanguay said Accurso pulled out into the intersection directly in front of the Ford Windstar, which struck the left side of the Toyota Corolla.


Valentine was transported via Cal Star helicopter to Santa Rosa Memorial Hospital, where she succumbed to her injuries, Tanguay said. Accurso was transported by REACH to Santa Rosa Memorial Hospital for a broken right hip and other injuries. Montanez was not injured.


Tanguay said the collision is still under investigation by CHP Officer Efrain Cortez.


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Members of the local Pearl Harbor Survivors Association Chapter 23 rode on a truck provided by Supervisor Rob Brown in Lakeport's Memorial Day weekend parade in Lakeport, Calif., on Saturday, May 29, 1010. Pictured, from left to right, are Jim Harris of Lucerne, destroyer tender USS Dobbin; Bill Slater of Lakeport, USS Pennsylvania; Alice Darrow of Kelseyville, widow of Dean Darrow, who served aboard the USS West Virginia; Walter Urmann of Clearlake, USS Blue;

CLEARLAKE OAKS – A Clearlake Oaks man who served his community and died unexpectedly this past weekend will be remembered at services this coming weekend.


Franklin Toney, 44, died last Sunday, as Lake County News has reported.


Known for being a down-to-earth and generous man, his family and friends are putting together a memorable send off for Toney, who leaves behind many family members, friends, girlfriend Janet Folmar and her son, and his own young son, Parker, 7.


Toney's younger brother, Duane, said the family currently is working on setting up a trust fund for young Parker, who lost his mother last year. The family is requesting donations to the fund in lieu of flowers.


Duane Toney and close friend, Keith Leffler, were finalizing details on Tuesday for the memorial services. They wanted to make sure it was both memorable and fitting.


“Frank was my best friend,” his brother said.


A viewing will take place this Friday from 4 p.m. to 8 p.m. at Jones & Lewis Funeral Home, 16140 Main St., Lower Lake, Duane Toney said.


On Sunday, June 6, a memorial service is planned. Duane Toney said a procession of firefighters, law enforcement, Caltrans staff, family and community members will form beginning at noon at Northshore Fire Protection District's Clearlake Oaks station, 12655 E. Highway 20, where Frank Toney became a volunteer firefighter at age 16.


A brief ceremony will take place in which Frank Toney's firefighting gear and the equipment he has used over the last several years as a Caltrans employee will be placed in an antique fire engine by Leffler and another longtime friend, Jerome McKenzie, now a Sacramento Metro Fire Department firefighter who started at the Clearlake Oaks station in 1981 with Toney. The procession will leave at 12:30 p.m., Duane Toney said.


The procession is set to include two California Highway Patrol cars as escorts – one at the front of the group, one at the back, Duane Toney said. The Iron Pigs, a fraternal motorcycle group composed of fire and law enforcement personnel, will follow the CHP's lead car and be followed by the antique truck bearing Frank Toney's gear, a Caltrans truck, and vehicles with Toney's parents and family.


Duane Toney said fire engines from around Lake County – each with two firefighters apiece – will take part in the procession, including a ladder truck each from Lakeport Fire and Lake County Fire, and engines from Northshore fire's Lucerne, Nice and Upper Lakes stations, as well as engines coming from Kelseyville, Middletown, and Lake County Fire's Clearlake and Lower Lake stations.


Frank Toney formerly worked with the California Department of Forestry and Fire Protection – now called Cal Fire – and his brother said an engine and a dozer transport unit from Cal Fire's Clearlake Oaks station will take part in the procession, along with two to three Lake County Sheriff's Office patrol units committed by Sheriff Rod Mitchell and a Department of Fish and Game unit.


The procession will make its way to Lower Lake High School, 9430 Lake St., where Frank Toney graduated from high school in 1983. Duane Toney said they're expecting a crowd of more than 300 people, and the memorial services will be held in the school's new gym.


Leffler will be the master of ceremonies at the service, which Duane Toney said is expected to last about an hour and a half and will include an open microphone for sharing memories.


Following the service, the procession will head back to Clearlake Oaks, to the Moose Lodge, at the corner of Highway 20 and Highway 53, for a reception. Duane Toney said his brother had been a member of the lodge for 23 years.


When Frank Toney had a party he would tell people to bring their favorite dish, his brother remembered.


Those wanting to bring food for the reception are asked to contact Frank Toney's sister-in-law, Leticia Toney, at 707-350-7601, to make arrangements.


E-mail Elizabeth Larson at This email address is being protected from spambots. You need JavaScript enabled to view it. . Follow Lake County News on Twitter at http://twitter.com/LakeCoNews and on Facebook at http://www.facebook.com/pages/Lake-County-News/143156775604?ref=mf .

LAKE COUNTY – Fundraising in the two most contested races in this year's primary election has gained considerable momentum over the last two months, according to the most recent campaign finance reports.


Lake County Registrar of Voters Diane Fridley collects the information from candidates in all local elections. The information is public.


The most recent reporting period is for March 18 through May 22.


For both the district attorney and sheriff races, approximately $76,254.78 was raised by the six candidates during that two-month period. For the year so far, they've raised approximately $90,212, including a total of $26,961 in loans.


Expenditures for all six candidates in the two races totaled $54,801.72 for the two-month reporting period, and $61,411.82 for the year to date.


In the district attorney race, the single highest amount of actual cash – excluding loans – was raised during the reporting period by Don Anderson, who brought in $9,304.78, followed by $4,338 by Doug Rhoades and $4,283 for Jon Hopkins.


When counting all funding sources – including nonmonetary contributions and loans – Anderson also led, with $10,344.78, followed by Rhoades with $7,616 and Hopkins with $6,403.


Hopkins has raised the most funds overall of the year to date, with $11,722 – including $2,000 he has loaned himself – followed by Anderson with $11,004.78 and Rhoades with $9,066.


Anderson spent $11,220.92 for the reporting period and $11,360.60 year-to-date, followed by Hopkins with $9060.60 for the reporting period, $10.943.43 year-to-date, and Rhoades, $3,552 for the reporting period, $3,687.83 year-to-date.


In the sheriff's race, incumbent Rod Mitchell brought in the most cash from March to May with $23,782, followed by Francisco Rivero with $4,452 and $300 for Jack Baxter.


Rivero reported raising the most money for the year, approximately $30,643.22, of which he loaned himself $24,961. Mitchell reported a year-to-date fundraising figure of $25,431, followed by Baxter with $2,345.


Regarding expenditures, the three sheriff candidates spent the following: Mitchell, $15,888.91 for the reporting period, $18,046.17 year-to-date; Rivero, $14,575.52 for the reporting period, $16,795.81 year-to-date; and Baxter, $503.77 for the reporting period, $577.98 year-to-date.


Reports for the District 2 and 3 supervisorial races, and the county superintendent of schools will be published later this week.


The candidates will be required to file a late report, for the period covering May 23 through June 7.


Details of the district attorney and sheriff race financials are listed below.



DISTRICT ATTORNEY



Don Anderson


Total contributions received this period: $10,344.78

Monetary contributions: $9,304.78

Nonmonetary contributions: $1,040

Itemized contributions: $8,756

Unitemized contributions: $480.78

Loans: $0

Expenditures: $11,220.92

Itemized expenditures: $10,028.92

Beginning cash balance: $1,591

Total cash ending balance: $714.86

Outstanding debts: $0

Total contributions received year-to-date: $11,004.78

Total loans received year-to-date: $0

Total expenditures year-to-date: $11,360.60


Itemized contributions: $8,756


Paul Swanson, Kelseyville, attorney, $1,375

Barbara Galvan, Cobb, retired, $175

Lake County Auto Financing Inc., Lakeport, business auto financing, $500

Comprehensive Support Systems, Clearlake Park, business support, $500

Richard Knox, Ukiah, attorney, $100

Lucinda A. Brozynski, Kelseyville, Lake County deputy assessor clerk, $100

Services Employees International Union, Sacramento, employees union, $100

Perry, Johnson & Anderson et. al, Santa Rosa, attorneys at law, $250

Surface Art Engineering Inc., San Jose, art engineering service, $2,000

Theresa Sanders, Middletown, manager of Middletown Times Star, $174

Ruth Porter, Kelseyville, housewife, $125

RH (Ron) Henning, Kelseyville, retired, $200

Rob Gambill, Lakeport, self-employed, Mendo-Lake Health Care, $125

Dan Walsh, Kelseyville, self employed plumber, Valentine Plumbing, $125

Beck Law Inc., Santa Rosa, law office, $125

William Feeney, Lakeport, attorney, $200

Cheryl Pick, Kelseyville, self-employed accountant, First Pick Accounting, $100

Ruth Porter, Kelseyville, housewife, $57 (year-to-date: $182)

Wayne and Colleen Chatoff, Glenhaven, self-employed, Chatoff Realty, $185

Leilani Kohlruss, Clearlake, homemaker, $220

Vern Huggins, Kelseyville, Lake County deputy sheriff, $125

LR Russ Addiss, Kelseyville, self-employed accountant, Russ Addiss Accounting, $125 (year-to-date: $625)

Mel W. Williams Co., Lakeport, Mel's Bail Bonds, $125

Gary Muench, Lakeport, retired, $125

Tim Valentine, Clearlake Oaks, self-employed plumber, Valentine Plumbing, $140

Lauren Snider, Lakeport, self-employed automotive repair, S&K Auto, $245

Tibor Major, Lakeport, attorney, $125

Maria Messimer, Kelseyville, self-employed insurance sales, Farmers Insurance, $285

Olga Martin Steele, Clearlake Oaks, retired, $125

Donald Anderson, Lakeport, attorney and district attorney candidate, $600


Nonmonetary contributions: $1,040


Donald Anderson, Lakeport, attorney and district attorney candidate, $1,040 (auction items and supplies for silent auction and fundraiser)


Itemized expenditures: $10,028.92


Perfect Printers, Clearlake, stencils for signs, lawn signs and brochures, $3,998.09

Lake County Record-Bee, Lakeport, newspaper advertising, $235

California Voters Guide, Lakeport, voters guide inclusion information, $450

Advantage Marketing, Santa Rosa, direct mailers, $3,681

Sysco Food Services, Fremont, food for Blue Lakes fundraiser, $985.65

Tuscan Village Deli, Lower Lake, food for Tuscan Village fundraiser, $291.48

Olga Martin Steele, Clearlake Oaks, wine for Tuscan Village fundraiser, $120

Lake County Registrar of Voters, Lakeport, election office, $267.70



Jon Hopkins


Total contributions received this period: $6,403

Monetary contributions:$4,283

Nonmonetary contributions: $1,120

Itemized contributions: $3,050

Unitemized contributions: $1,233

Loans: $1,000 (all from self)

Expenditures: $9,060.60

Itemized expenditures: $7,905.17

Beginning cash balance: $3,636.17

Total cash ending balance: $978.57

Outstanding debts: $0

Total contributions received year-to-date: $11,722

Total loans received year-to-date: $2,000 (all from self)

Total expenditures year-to-date: $10,943.43


Itemized contributions: $3,050


Anthony Marchese, Lucerne, retired, $100

Jeanette Bartley, Lakeport, owner/president of Bob Bartley Pump Inc., $100

Monica Rosenthal, Middletown, self-employed, Rosenthal Vineyard, $100

Thomas Reed, Hackettstown, NJ, assistant prosecutor, county of Sussex, NJ, $250

James Hermann, Kelseyville, retired, $100

Robert Chalk, Kelseyville, retired, self-employed, Lakeside TV and Appliance, $200

James Bargetto, Soquel, financial advisor, Morgan Stanley Smith Barney, $100

Carole Becker, Lakeport, vice president and operations manager, Airport Auto Brokers, $100

Tracy Davis, Lakeport, legal secretary, county of Lake, $100

Jon Ballesteros, Kelseyville, public affairs, LS9 Inc., $200

G. David Genochio, San Jose, assistant district attorney, county of Santa Cruz, $250

Bob Wall, Nice, self-employed, BJ Wall's RV Park, $100

Bruno's Property Management, Lakeport, property management company, $100

Ted Mandrones, Lakeport, manager, Piedmont Lumber, $100

Frances Montgomery, Lakeport, owner, North Shore Sentry, $100

Kelly Ilnicki, Redwood City, housewife, $500

Mary Harry, Lucerne, retired, $100

George Speake, Kelseyville, retired, $200

Walter Cox, Lakeport, sales representative, CSAA, $100

Re-elect Bonnie Dumanis 2010, Encinitas, $150


Nonmonetary contributions: $1,120


Wildhurst Vineyards, Kelseyville, wine, $200

Amanda Beyer, Lakeport, owner, Kelsey Creek Coffee Co., auction items, $230

Geraldine Groody, Kelseyville, graphic designer, Groody River Media, Web site maintenance, $550

Leslie Levitas, Lakeport, analyst, San Francisco Sheriff's Office, auction items, $60 (year-to-date: $110)

Unitemized: $80


Itemized expenditures: $7,905.17


Pak N' Mail, Lakeport, campaign literature, $1,346.07

Lake County Registrar of Voters, Lakeport, voter registration information, $266.49

Econoline Signs, signs, $908.96

Auto Zip Mail Services/USPS, Ukiah, postage, processing and handling mailer, $5,258.65

Lake County News, Lucerne, Internet advertising, $125



Douglas Rhoades


Total contributions received this period: $7,616

Monetary contributions: $4,338

Nonmonetary contributions: $3,278

Itemized contributions: $3,365

Unitemized contributions: $973

Loans: $0

Expenditures: $3,552

Itemized expenditures: $3,552

Beginning cash balance: $1,314.17

Total cash ending balance: $2,100.17

Outstanding debts: $0

Total contributions received year-to-date: $9,066

Total loans received year-to-date: $0

Total expenditures year-to-date: $3,687.83



Itemized contributions: $3,365


Laurel Groshong, Lakeport, retired state administrator, $25 (year-to-date: $275)

Nancy Rhoades, Lakeport, educator, Lake County Office of Education, $390 (year-to-date: $890)

Ron Green, Lower Lake, attorney, $50 (year-to-date: $150)

Mitchell Hauptman, Lakeport, attorney, $50 (year-to-date: $250)

Bill Wolfe, Kelseyville, retired tire salesman, $0 (year-to-date: $100)

Quinn Law Office, Lower Lake, Quinn Law Offices, $0 (year-to-date: $100)

Douglas Rhoades, Kelseyville, attorney and district attorney candidate, $1,500

Lake County Democratic Club, Clearlake Oaks, recipient committee, $200

Stephen Carter, Lower Lake, attorney, $500

Thomas Slaight, Cobb, retired, $100

Lowell Grant, Lakeport, Realtor, $100

Dana Kearney, Kelseyville, pharmacy tech, $150

Lake County Democratic Central Committee, Clearlake Oaks, recipient committee, $200

Jim Herrman, Kelseyville, retired PG&E employee, $100


Nonmonetary contributions: $3,278


Douglas Rhoades, Kelseyville, attorney and district attorney candidate, campaign signs, $2,212

Douglas Rhoades, Kelseyville, attorney and district attorney candidate, newspaper and balloon advertising, $746

Wildhurst Vineyards, Kelseyville, vineyard and wine store, one case premium wine for fundraiser, $220

Joey Luiz, Clearlake, wine salesman, six bottles of Shannon Ridge wine, $100


Itemized expenditures: $3,552


Lake County News, Lucerne, three months Internet advertising, $375

Lake County Registrar of Voters, Lakeport, countywide voter file with five history election, $266

American Button Machine, Plano, Texas, political button machine, $390

Lee's Sporting Goods, Lakeport, four banners, $326

Diane Davis, Lakeport, campaign Web site development, $165

Linnell Printing, Kelseyville, 5,000 brochures, layout and typesetting, $790

Victory Shore Administration, Davenport, Iowa, 14 4x8 full color plastic signs, $849

Saw Shop Gallery Bistro, Kelseyville, fundraiser on May 1, $391



SHERIFF



Jack Baxter


Total contributions received this period: $695

Monetary contributions: $300

Nonmonetary contributions: $395

Itemized contributions: $300

Unitemized contributions: $0

Loans: $0

Expenditures: $503.77

Itemized expenditures: $463.77

Beginning cash balance: $1,650

Total cash ending balance: $1,446.23

Outstanding debts: $0

Total contributions received year-to-date: $2,345

Total loans received year-to-date: $0

Total expenditures year-to-date: $577.98



Itemized contributions: $300


Mike Watson, Valencia, retired, $100

Hall Family Trust (Robert Hall), Los Gatos, retired, $100

Keith Kalm, Rancho Santa Margarita, retired, $100


Nonmonetary contributions: $395


Frank Taylor, Clearlake Oaks, editor/owner, The Outlook, media advertising, $395


Itemized expenditures: $463.77


Linnell Printing, Kelseyville, campaign literature, $204.60

Vista Print, Oakland, campaign paraphernalia, $157.48

Polestar Computers, Kelseyville, office expenses, $101.69



Rodney Mitchell


Total contributions received this period: $23,782

Monetary contributions: $23,782

Nonmonetary contributions: $0

Itemized contributions: $19,450

Unitemized contributions: $4,332

Loans: $0

Expenditures: $15,888.91

Itemized expenditures: $15,605.94

Beginning cash balance: $3,517.17

Total cash ending balance: $11,510.26

Outstanding debts: $0

Total contributions received year-to-date: $25,431

Total loans received year-to-date: $0

Total expenditures year-to-date: $18,046.17


Itemized contributions: $19,450


David and Marilyn Waldschmitt, Lakeport, self-employed vineyard owner, $100

William Forbes, Lakeport, retired, $100

Terry Fries, Kelseyville, self-employed, Fries & Fries Consulting, $100 (year-to-date: $600)

Helen Behn, Middletown, retired, $200

William Kearney, Kelseyville, self-employed, Northlake Pharmacy, $200

Linda Anton, Lakeport, retired, $100

Calvin and Irene McCarley, Lower Lake, retired, $100

Jeffrey Carlton, Kelseyville, registered nurse, St. Helena Hospital Clearlake, $50 (year-to-date: $100)

Ted Mandrones, Lakeport, manager, Piedmont Lumber, $100

Roland and Nell Shaul, Kelseyville, retired, $200

Richard Seiler, Lakeport, retired, $100

Jeanette Bartley, Lakeport, self-employed, Bartley Pumps, $100

Jack Parker, Lower Lake, self-employed, Parker Plastics, $500

Michael Zimmerer, Kelseyville, self-employed, Big Valley Storage, $200

Bob Borghesani, Kelseyville, self-employed, Kelseyville Lumber, $100

Anthony Marchese, Lucerne, retired, $100

Toni Scully, Lakeport, self-employed, Scully Packing, $100

Jed Steele, Kelseyville, self-employed, Steele Winery, $100

Brandt Peterson, Clearlake Oaks, real estate broker, Coldwell Banker, $100

Richard Kuehn, Lucerne, self-employed, Copper Cross Vineyards, $250

Clay and Margarita Shannon, Clearlake Oaks, self-employed, Shannon Ridge Winery, $250

Lawrence and Carolyn Boardman, Finley, Pacific Gas & Electric, $500

Thomas Hewlett, DDS, Clearlake, self-employed, Hewlett Dentistry, $200

Richard Gorman, Clearlake Oaks, retired, $200

Carol Bise, Lakeport, registered nurse, Sutter Lakeside Hospital, $250

Monty and Nicky Tavares, Upper Lake, self-employed, Drift Inn RV Resort, $250

Ken and Joann Avila, Kelseyville, retired, $100

Craig Flynn, Cotati, self-employed, Windsor One, $2,500

Roger Sciutto, Hidden Valley Lake, investigator, county of Sonoma, $100

Austin Tavares, Upper Lake, self-employed, Drift Inn RV Resort, $100

Gregory Scott, Lakeport, retired, $100

Allen and Donna Thomas, Lakeport, retired, $100

Dennis and Ruth Darling, Lakeport, self-employed, Foods Etc., $100

Ron Minudri, Middletown, self-employed, Minudri Insurance, $100

Wolfgang Schug, Lakeport, physician, St. Helena Hospital Clearlake, $100

Robert Jordan, Kelseyville, retired, $200

Gerry Mills, Lakeport, retired, $200

Tom Marshall, Hidden Valley Lake, retired, $100

Andreas Juon, Clearlake, retired, $200

William and Victoria Myer, Kelseyville, self-employed, Piedmont Lumber, $300

William Gordon, Hidden Valley Lake, self-employed, Gordon Construction, $10,000

William T. Fithian, MD, Monterey, self-employed, $500

EA James and Francesca Peretti, Lucerne, retired, $100


Itemized expenditures: $15,605.94


United States Postal Service, Lakeport, first-class postage stamps, $264

Signs on the Cheap, Austin, Texas, signs, $1,880.22

Lake County News, online advertising, $500

Next Day Flyers, Rancho Dominguez, campaign literature, $665.04

Political Data, Burbank, voter information, $367.59

4 Over 4, Astoria, New York, bumper decals, $539.31

Target Marketing USA, Mission Viejo, voter calls, $895

Lake County Publishing, print advertising, $3,104.23

National Wild Turkey Federation, Lower Lake, event admission, $100

Cogs Signs, Modesto, signs, $2,463.16

California Voter Guide, Torrance, slate mailer, $900

Lee's Sporting Goods, Lakeport, shirts, $135.39

Political Technologies, Sacramento, online advertising, $200

Chris Jones, Newcastle, campaign consultant, $1,000

Bicoastal Media, Lakeport, radio advertising, $592

Democratic Voter Guide, Covina, slate mailer, $500

Comcast Spotlight, San Francisco, television advertising, $1,500



Francisco Rivero


Total contributions received this period: $27,414

Monetary contributions: $4,452

Nonmonetary contributions: $500

Itemized contributions: $4,060

Unitemized contributions: $392

Loans: $22,462 (all to self)

Expenditures: $14,575.52

Itemized expenditures: $14,300.52

Beginning cash balance: $1,009.91

Total cash ending balance: $13,348.39

Outstanding debts: $24,961

Total contributions received year-to-date: $30,643.22

Total loans received year-to-date: $24,961 (all to self)

Total expenditures year-to-date: $16,795.81


Itemized contributions: $4,060


Larry Fabisch, Nice, retired, $110

Bill Newborn, Clearlake Oaks, retired, $100

Service Employees International Union, Sacramento, employees union, $500

Martin Levy, Santa Rosa, self-employed Realtor, $100

Alvina Vecellio, Hidden Valley Lake, retired, $100

Beverly Van Pelt, Clearlake Oaks, retired, $250

Big Valley Rancheria, Lakeport, Native American tribe, $1,000

Rosemary Cordova, Middletown, supervisor, Harbin, $500

Lake County Democratic Club, Clearlake Oaks, political party, $200

Thomas Slaight, Cobb, retired, $200

The Outlook, Clearlake Oaks, newspaper, $350

Carol Bettencourt, Lucerne, retired, $200

Susan Lockhart, Clearlake Oaks, retired, $250

John Condova, Albuquerque, New Mexico, public relations, $100

Wendy White, Glenhaven, retired, $100


Nonmonetary contributions: $500


Gregg Van Oss, Middletown, self-employed, computer services, $500


Itemized expenditures: $14,300.52


The Advantage, Santa Rosa, print advertising, $5,908.25

Pak N Mail, Lakeport, miscellaneous campaign paraphernalia, $478.50

Voter Information Guide, Sherman Oaks, mailers, $700

Signs on the Cheap, Austin, Texas, signs, $842.46

Mendo Mill, Clearlake, supplies for signs, $313.21

RA Hamilton, Hidden Valley Lake, banners and signs, $1,082.50

Bicoastal Media, Lakeport, advertising, $2,316

Lake County Record-Bee, Lakeport, advertising, $1,680

El Grande Inn, Clearlake, rent for use of room, $100

Perfect Printers, Clearlake, campaign buttons, $581.81

Lake County Registrar of Voters, Lakeport, voter information CD, $297.79



E-mail Elizabeth Larson at This email address is being protected from spambots. You need JavaScript enabled to view it. . Follow Lake County News on Twitter at http://twitter.com/LakeCoNews and on Facebook at http://www.facebook.com/pages/Lake-County-News/143156775604?ref=mf .

A trust only controls the assets that are held in the name of the trustee, i.e., as legal owner. Many people establish living trusts – known as the settlor(s) – but then neglect to properly transfer assets into their trust that should have been included.


Leaving assets out of trust may result in an otherwise avoidable probate, so undoing one of the main advantages of having a living trust.


For married persons and registered domestic partners, transferring assets into their trust entails the additional requirement that the existing community and/or separate property character of the assets be preserved as such.


How assets are transferred varies with the asset in question. The following discussion is a glimpse into how assets are transferred under United States laws. Some asset transfers require the assistance of professionals (e.g., attorneys, brokers, transfer agents, etc.).


Real estate is transferred by means of a notarized trust transfer deed that names the trustee(s) as the grantee (owner). Also, the county’s preliminary change of ownership report (PCOR) is completed and submitted with the deed. This does not trigger a change in assessed value.


Personal property (such as furniture, furnishings, jewelry, etc.) is transferred by means of a general assignment granting ownership to the trustee(s). Except in limited circumstances, no title documents are involved, but any insurance on valuables (e.g., jewelry) should list the trustee as an insured party.


Financial accounts are retitled in the name of the trustee. This sometimes may require a new signature card with each bank. Also, it may sometimes result in a new account being created, depending on the financial institution.


Stocks and bonds must also be transferred into the trust. If securities are held in the “old-fashioned” certificate form, then these certificates must be surrendered to receive newly titled certificates in the name of the trustee(s). This involves the services of a stock broker and/or an authorized transfer agent. Otherwise, for securities held in account form, just provide letters of instruction and/or complete the company’s paper work, as required by the financial institution.


Promissory notes (IOUs) owned by the settler of the trust should be transferred by means of an assignment of note, and the original note endorsed by the settler over to the trustee. The borrower should be notified in writing to make all future payments to the trustee, as such.


Debts secured by deeds of trusts (or mortgages), recorded against real estate, entail both an assignment of the promissory note and its related deed of trust. Like a trust transfer deed, a newly notarized deed of trust naming the trustee as the grantee is recorded with the county, together with a PCOR.


With respect to business interests in domestic (not foreign) legal entities (e.g., partnerships, corporations, LLC’s), the membership interest must be reissued in the name of the trustee. This entails an assignment as well as working with the general partner or the secretary of the corporation (or LLC) as the case may be, to have the entity recognize the trustee as the new owner.


Documents required by the Secretary of State (in the state where the legal entity was created), by the IRS and tax authorities, must also be completed.


In conclusion, funding a trust is an ongoing process. As assets are sold and new assets acquired the appropriate steps in transferring assets must be taken.


Dennis A. Fordham, attorney (LL.M. tax studies), is a State Bar Certified Specialist in Estate Planning, Probate and Trust Law. His office is at 55 1st St., Lakeport, California. Dennis can be reached by e-mail at This email address is being protected from spambots. You need JavaScript enabled to view it. or by phone at 707-263-3235.


Follow Lake County News on Twitter at http://twitter.com/LakeCoNews and on Facebook at http://www.facebook.com/pages/Lake-County-News/143156775604?ref=mf .

LAKEPORT – D-Day veterans will gather to remember their experiences at the Normandy invasion during a special ceremony planned for Sunday, June 6, at the Pearl Harbor Survivors' memorial flag mast in Lakeport's Library Park.


The commemoration will begin at 11 a.m.


D-Day is a military term used to designate the date of the launching of an attack or operation.


The term is attached to June 6, 1944, because that was the date of World War II’s most famous D-Day, the largest invasion by sea in history. The code name for the operation that launched the invasion was “Operation Overlord.”


This year marks the 66th anniversary of the historic invasion of Normandy. Western Allied forces advanced on the beaches of Normandy, France from across the English Channel by sea and by air to liberate mainland Europe from Nazi control.


The ceremony honors D-Day veterans from around Lake County and beyond. Please bring information to share of love ones who participated in the invasion.


Guest speakers will be Bill Brunetti and Ronnie Bogner.


Follow Lake County News on Twitter at http://twitter.com/LakeCoNews and on Facebook at http://www.facebook.com/pages/Lake-County-News/143156775604?ref=mf .

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Local Pearl Harbor survivors were featured in the Memorial Day weekend parade in Lakeport, Calif., on Saturday, May 29, 2010. Photo by Tera DeVroede.


 


 



LAKEPORT – Perfect parade weather graced Lakeport just in time for its Memorial Day parade on Saturday.


The streets filed quickly and people parked many blocks away to get a spot on Main Street in their lawn chairs for the sunny 11:00 a.m. start time.


This year’s theme was “Celebrate America,” and all participants showed their patriotism in red, white and blue. The American flag marked many of the goodies thrown from the parade’s theme contestants, like tiny toy beach balls and foam airplane gliders.


Candy was hurled from high and low, aimed at friends and family all the while people were waving and smiling. Kids filled their pockets, and mouths, full of candy and yet still screamed and waved for more.


“Kids are candy magnets,” said one woman, although she did not have hers with her at the time.


Those who wished to enter their floats into the competition had four categories to go for: grand sweepstakes, judge’s favorite, theme awards and best of division.

 

 

 

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The revving engines of the Corvettes of Lake County were a favorite during the Memorial Day weekend parade in Lakeport, Calif., on Saturday, May 29, 2010. Photo by Tera DeVroede.
 

 

 


Amidst the array of political displays, there were some fun ones, like Uncle Sam – portrayed once again by Clearlake Oaks resident Ronnie Bogner – with members of the local Pearl Harbor Survivors chapter.


The revving engines of the Corvettes of Lake County were a big hit with the kids, many of whom preferred purring motors over the blaring fire trucks towards the end.


The equestrians also appealed to the many little kids running up and down the sidewalks to get a better look.


Once the last fire engine honked its horn, the crowd dispersed, mostly to the craft fair held afterward at Natural High. The fun faire had the essential food, music and cool crafts to have a good time on such a gorgeous day.


More fun is ahead this weekend, as on Sunday Lower Lake will host its annual Memorial Day weekend parade and activities from noon to 4 p.m.


The festivities will include fun for children – a petting zoo, face painting, games and pony rides – plus activities for adults, including food and craft vendors, a barbecue, music during the afternoon and a raffle.


E-mail Tera deVroede at This email address is being protected from spambots. You need JavaScript enabled to view it.. Follow Lake County News on Twitter at http://twitter.com/LakeCoNews and on Facebook at http://www.facebook.com/pages/Lake-County-News/143156775604?ref=mf .

 

 

 

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The Clear Lake High School marching band made its way through the streets of Lakeport, Calif., during the city's annual Memorial Day weekend celebration on Saturday, May 29, 2010. Photo by Tera DeVroede.
 

 

 

 

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The Patriot Guard Riders make their way along Main Street in Lakeport, Calif., during the Memorial Day weekend parade on Saturday, May 29, 2010. Photo by Tera DeVroede.
 

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An open nursery showing small marijuana plants. In all, Glenn County Sheriff's Office Marijuana Eradication Team members removed 13,632 marijuana plants from a grow operation near Elk Creek, Calif., on Tuesday, June 1, 2010. Photo courtesy of the Glenn County Sheriff's Office.

 

 

 

 

 

 



MENDOCINO NATIONAL FOREST – An eradication effort in the Mendocino National Forest led to the seize of thousands of marijuana plants, officials reported Tuesday.


Glenn County Sheriff Larry Jones said the Glenn County Sheriff's Office Marijuana Eradication Team (MET) removed 13,632 marijuana plants, in the nursery stage, from the Mendocino National Forest on Tuesday.


The plants were found in the Grindstone Canyon off of Forest Highway 7, west of Elk Creek, Jones said. The MET was assisted in the eradication by US Forest Service officials.


Jones said members of a drug trafficking organization had selected an extremely remote site, some 1,000 feet drop in elevation, below FH 7, near a good water source where they had started to clear cut areas, terrace the land and lay plastic irrigation pipe in preparation for planting.


One camp site was located, which appeared to have been hastily abandoned by at least two individuals, he said.


A large amount of trash and waste had all ready started to accumulate on the forest floor. Jones said that in an effort to conceal and camouflage the operations, all equipment in the camp and grow areas had been painted green. Three nursery grow areas also had been set up and camouflaged with green netting.


Jones said that it was be a large grow operation as seeds and growing materials were located indicating additional plants would be started.


If allowed to grow to maturity, the potential street value of the plants would have been in the millions of dollars, Jones said. However, since they don't know how many of these plants would be female, the estimated street value will be adjusted.


Due to the late rains, which will provide good watering sources on public lands, the illegal marijuana growing season potentially could be large, Jones suggested.


Anyone traveling in remote areas of our forests who views suspicious activity is asked to call their local law enforcement, he said.


Follow Lake County News on Twitter at http://twitter.com/LakeCoNews and on Facebook at http://www.facebook.com/pages/Lake-County-News/143156775604?ref=mf .

 

 

 

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One of three nurseries covered by green netting found by Glenn County Sheriff's Office Marijuana Eradication Team members on Tuesday, June 1, 2010, near Elk Creek, Calif. Photo courtesy of the Glenn County Sheriff's Office.
 

 

 

 

 

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A propane tank painted green, trash and plastic pipe discovered at the camp site near Elk Creek, Calif., on Tuesday, June 1, 2010. Photo courtesy of the Glenn County Sheriff's Office.
 

LAKE COUNTY – The Old West lives on in Lake County with the return of two annual western-themed events, Wild West Day in Upper Lake on June 5, and Middletown Days, in Middletown on June 18, 19, and 20, where families can enjoy a ranch rodeo, live music, parades, wagon rides, Old West skits, and much more.

 

The 17th-annual Wild West Day, held in downtown Upper Lake from 7 a.m. to 5 p.m. Saturday, June 5, is a Western-themed street festival and wearing costume is encouraged.


With Old West skits, a parade, pancake breakfast, tri-tip barbecue, wagon rides and country music, Wild West Day is a family-friendly event and all ages can enter contests for best beard, bonnet and costume.


Established in 1854, the town of Upper Lake once was a former stagecoach stop along the route from Sacramento to Mendocino and today features the restored Tallman Hotel, which is listed on the California Register of Historic Resources as a Point of Historical Interest, a re-created Blue Wing Saloon & Café next door, and a former livery that is now home to an antique plumbing business.

 

Also along Upper Lake’s Main Street, visitors will find a local wine tasting bar, antiques, and collectibles from all over the world, local crafts, and fine art from throughout Northern California, as well as household necessities, pet care items, gifts, and home décor.

 

Wild West Day in Upper Lake is sponsored by the Upper Lake Community Council for community projects and the Northshore Fire Protection District. Admission is free. For information call 707-275-2000 or visit www.upperlakeca.org.


On June 18, 19 and 20, Middletown Days, a tradition for 49 years, returns for three days of family fun and features a ranch rodeo, live music, craft and food booths, children’s activities and more.


Friday features team roping in the evening and Saturday begins with a parade at 10 a.m. and ends with a dance at 8:30 p.m. Sunday features the gymkhana.


Established in 1870, Middletown, midway between Lower Lake and Calistoga, is surrounded by outlying ranches, vineyards and The Geysers, the largest geothermal energy source in the world.


Middletown balances Old West charm and forward-thinking businesses with a vision for a sustainable world, including Harbin Hot Springs, one of the oldest operating hot springs resorts in California, Hardester’s Market, Boar’s Breath Restaurant, and more.

 

Middletown Days is held at Middletown Central Park, 15299 Central Park Road. Admission is free; small fee for dance on Saturday night. Team roping on Friday begins at 5 p.m. Parade on Saturday begins at 10 a.m. and gymkhana at 9:00 a.m. on Sunday. Call 707-994-1954 for information.

 

For information about guided trail rides, the 81st-annual Lake County Rodeo on July 10 and 11, and other equestrian activities, contact the Lake County Visitor Information Center at 800-525-3743 or visit www.lakecounty.com.


Follow Lake County News on Twitter at http://twitter.com/LakeCoNews and on Facebook at http://www.facebook.com/pages/Lake-County-News/143156775604?ref=mf .

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