TRUSTEE APPOINTMENTS: Matters
  • In re: Mortgage Fund '08 LLC

    Action No. 11-49803-RLE-11
    Appointment:  Liquidating Trustee
    Northern District of California - Judge Roger Efremsky
    2012:  Susan L. Uecker, Liquidating Trustee, under the Chapter 11 Liquidating Plan for the MF '08 Liquidating Trust.  The case has 572 scheduled investor accounts with total claims in excess of $79 million.  The Trustee worked with a commercial broker for national exposure of the sale of a $67 million land loan portfolio with property located in California, Idaho, North Carolina, South Carolina and Texas.  The Trust forclosed on three (3) San Francisco, California properties which sold for over $4.4 million and one (1) property in South Carolina with a pending offer of $2.7 million.  The Trust accepted a deed in liu of foreclosure on a Nevada property which was subsequently marketed and sold.  The Trustee negotiated a forbearance agreement and collected on a note valued at $1,250,000 .  There is extensive litigation pending.


  • In re: Mount Diablo Young Men's Christian Association

    Action No. 10-44367-EDJ-11
    Appointment:  Liquidating Trustee
    Northern District of California - Judge Edward Jellan
    2010:  Chapter 11 Plan for the Mt. Diablo YMCA Liquidating Trust and Susan L. Uecker, as Liquidating Trustee.  The Trustee worked with a commercial broker on the sale of the 12.4 acres of vacant land located in Alamo, California.  The initial bid of $1,000.000 was subject to twelve (12) overbids by four (4) bidders which resulted in a final sale price of $1,650,000.


  • In re: Restaurant Concepts, LLC

    Action No. 08-44907EDJ
    Appointment: Disbursing Agent
    Northern District of California - Edward D. Jellen
    2009: Disbursing Agent with Plan Fund payments received twice each year for a period of five years with distribution to priority tax claims and general unsecured creditors.


  • In re: West Contra Costa Healthcare District

    Action No. 06-41174-T
    Appointment: Trustee and Plan Administrator
    Northern District of California - Judge Leslie J. Tchaikovsky
    2008: Chapter 9 Plan of Liquidation with the Doctor's Medical Center Liquidating Trust and Uecker & Associates as the Trustee. Claims review and analysis with the majority of payments issued within four months of Plan confirmation. Extensive union employee wage and pension issues. Special counsel engaged in prior operator litigation.


  • In re: Globalign, Inc.

    Action No. 08-31329DM
    Appointment: Chapter 11 Trustee
    Northern District of California - Judge Dennis Montali
    2008: Chapter 11 Trustee for a technology enabled global services company offering business solutions in global resourcing and recruiting services. The Trustee operated the company for four months with Debtor in Possession funding. Marketed and sold the assets for $600,000 plus assumption of contracts before year end. Completed 2008 tax returns and converted the case to Chapter 7.


  • In re: LTD Ceramics, Inc. and LCL International, Inc.

    Action No. 08-45864 and 08-45877
    Appointment: Claims Administrator
    Northern District of California - Judge Randall Newsome
    2008: Consultant and Claims Administrator to Chapter 11 debtor. Assist debtor in
    preparation of Statement of Financial Affairs and Summary of Schedules.
    2009: Appointed Disbursing Agent of the estate to resolve and pay Administrative Claims and Priority Claims.


  • In re: Dick Bruhn, Inc.

    Action No. 07-51338RLE
    Appointment: Chief Restructuring Officer and Responsible Person
    Northern District of California - Judge Roger Efremsky
    2007: Susan Uecker was appointed Chief Restructuring Officer and Uecker & Associates, Inc. as the representative of the debtor estate. They prepared the Statement of Financial Affairs and Summary of Schedules for the three (3) Dick Bruhn, Inc. entities as follows:
            Butler's Uniforms
            Dick Bruhn Men's and Ladies' Stores
            Selix Formal Wear
    Uecker managed and operated Selix Formalwear at break even from May 2007 to sale date of January 28, 2008. Uecker completed the sale of two Butler's locations in Reno and Hayward and liquidated the remaining store in San Francisco. The men's and ladies' Bruhn Clothing stores were liquidated by a third party company in a going out of business sale held over 120 days and netting approximately $1 million to the estate. The CRO negotiated a Selix lease buy-out.  She provided the required WARN Act Notices and worked to resolve pension fund issues.


  • In re: William and Lisa Hawkins

    Action No. 06-308415
    Appointment: Disbursing Agent and Liquidating Trustee
    Northern District of California - Judge Thomas E. Carlson
    2007: Appointed Disbursing Agent of estate with significant amounts due to the IRS. The estate was closed and per the Liquidating Plan of Reorganization specific assets were transferred to the Hawkins Trust including litigation settlement funds close to $1 million. The Liquidating Trustee is monitoring the remaining assets with distributions to the IRS.


  • In re: Raymond W. Hrdlicka
    Action No. 00-45827T
    Appointment: Chapter 7 Trustee
    Northern District of California Judge Leslie Tchaikovsky
    2006: Susan Uecker as Chapter 7 Trustee upon conversion. Completion of claims work and disbursement to creditors.

  • In re: Palomar Mountain Spring Water, Inc.

    Action No. 03-07604
    Appointment: Estate Representative
    Southern District of California - Judge Louise DeCarl Adler
    2006: Chapter 11 Plan of Liquidation. Estate Representative engaged special contingency counsel on anti-trust litigation, reviewed and reconciled administrative expense payment amounts issued and due, completed claims review with objections filed as to secured, priority wage and other actions and completed preference actions and enforcement of estates rights in litigation. Tax returns were not filed pre-Plan (2003-2006) and the Plan Administrator gathered information and completed the tax filings.


  • In re: West Contra Costa Health Care District
    Action No. 06-41774T
    Appointment: Consultant
    Northern District of California Judge Leslie J. Tchaikovsky
    2006: Consultant to Chapter 9 Management Team. Assist debtor in preparation of Statement of Financial Affairs and Summary of Schedules. Created claims listing for future claims analysis.

  • In re: The National Scrip Center, Inc.

    Action No. 04-11602
    Appointment: Chapter 7 Trustee
    Northern District of California - Judge Alan Jaroslovsky
    2005: Elected Trustee by creditors in the case. The asset included a 30,000 square foot office building located in Santa Rosa, CA. valued at approx. $4.3 million.  Additional claims were investigaed by the rustee and counsel.


  • In re: IKnowMed, Inc.

    Action No. 04-43279 and 04-43281
    Appointment: Plan Administrator
    Northern District of California - Judge Leslie J. Tchaikovsky
    2005: Liquidating Plan of Reorganization. Accounts receivable negotiations and collection, completion of pending litigation, priority claim review, a 34.26% payment to Class 3 secured claims on pro-rata basis, and preference review with negotiated settlements.


  • In re: Clarent Corporation

    Action No. 02-33504 TC
    Appointment: Chapter 11 Trustee
    Northern District of California - Judge Thomas E. Carlson
    2003: Chapter 11 Trustee for Clarent Corporation a company in the business of developing software that enables users to receive voice, fax and data over the internet and other internet protocol ("IP") networks. The Trustee reduced claims from approximately $ 43.5 million to $ 19.5 million.
    2004: Uecker & Associates, Inc. as Liquidating Trustee for the Clarent Liquidating Trust
    settled malpractice litigation for $1,250,000, filed an action for return of $1 million retainer to the estate, and settled directors and officers litigation for $14 million plus. The first distribution to unsecured creditors was 91% of allowed claims. The second distribution paid the unsecured creditors in full with interest pending.


  • In re: Big Words.com
    Action No. 00-32627-TC
    Appointment: Chapter 7 Trustee
    Northern District of California Judge Thomas E. Carlson
    2004: Susan Uecker as Chapter 7 Trustee upon conversion. Continuation of pending litigation. The Trustee entered into a contingency legal fee agreement so that the pending litigation could proceed. In 2007, the estate grossed $850,000 from the litigation settlement.

  • In re: Western Asbestos Company

    Action No. 02-46284T
    Appointment: Expert Witness
    Northern District of California - Judge Leslie Tchaikovsky
    2004: Expert witness to official unsecured creditors' committee. The judge found as follows: "Conflicting evidence was presented as to how long it would take a Chapter 7 Trustee to resolve all claims and make a distribution. A witness called by Hartford - (witness-name deleted), a turnaround professional with a national reputation - testified that, if this case were converted to Chapter 7, it would likely be concluded in two years. A witness called by the Plan Proponents - Susan Uecker ("Uecker"), who frequently serves as a Chapter 11 Trustee and State Court Receiver locally - testified that it would take at least five years to conclude a Chapter 7 case of this type. The Court found Uecker's testimony more convincing than the Hartford witness (witness-name deleted)."


  • In re: Standard Media International

    Action No. 01-32214-TC
    Appointment: Liquidating Trustee
    Northern District of California - Judge Thomas E. Carlson
    2004: Liquidating Plan of Reorganization. Complete claims analysis work on 200+ claims, supervision of preference and accounts receivable collection actions and tax compliance work with parent company.


  • In re: Michael Muldoon Elder dba Vorpal Gallery

    Action No. 02-30677
    Appointment: Chapter 11 Plan Administrator
    Northern District of California - Judge Thomas E. Carlson
    2004: Susan L. Uecker, Plan Administrator for the Vorpal estate. Sale of Hamaguchi block print artwork in excess of $1.7 million


  • In re: San Jose Medical Management, Inc. and San Jose Medical Group, Inc.

    Action No. 02-55527 and 02-55528 JRG
    Appointment: Liquidating Trustee
    Northern District of California - Judge James R. Grube
    2004: Liquidating Plan of Reorganization. Completed claims review for approximately 1,400 claims totaling $40 million. An initial claim dispute letter was sent to claimants due to discrepancies in billed vs. contracted amounts due. Responses were received and many claim objections were resolved informally. The other claim objections were filed, negotiated, and settled. The claims were reduced by $15 million. The Trustee worked with a Trust Committee and monitored the debtor's payments to the Trust and financial reporting under the Plan. The Trustee coordinated claim reductions with preference settlements when possible.


  • In re: OP Contract, Inc. and BB&T, Inc.

    Action No. 02-32725TC and 02-32726TC
    Appointment: Plan Administrator
    Northern District of California - Judge Thomas E. Carlson
    2004: Liquidating Plan of Reorganization. Extensive accounting work to convert monthly operating reports into financial statements for tax preparation pre and post Plan. Worked with counsel on large and complicated secured and unsecured claim issues as well as preparing support documentation for preference action default motions and pending litigation resolution.


  • In re: Michael Muldoon Elder dba Vorpal Gallery

    Action No. 02-30677
    Appointment: Chapter 11 Trustee
    Northern District of California - Judge Thomas E. Carlson
    2003: Appointed Chapter 11 Trustee of Vorpal Gallery a 40 year old bi-coastal retail art gallery with more than 5,600 pieces of owned art appraised at $10 to $16 million. Negotiated insurance, storage and auction agreements, inventoried and created an inventory database, negotiated the San Francisco lease termination, marketed New York owned co-ops for sale at $1.5 and $2 million, negotiated judgment settlement agreement with largest creditor, researched large inventory of consigned works, reconstructed records to prepare tax returns for 2001 and 2002.


  • In re: VM Labs, Inc.

    Action No. 01-55899-MSJ
    Appointment: Distribution Agent
    Northern District of California - Judge Marilyn Morgan
    2003: Disbursement of payments to creditors and accounting under the Chapter 11 Plan of Reorganization.


  • In re: Jovial Test Equipment, Inc.

    Action No. 01-46746-J-11
    Appointment: Disbursing Agent
    Northern District of California - Judge Edward D. Jellen
    2003: Disbursement of payments to creditors and accounting under Chapter 11 Plan of Reorganization.
    Extensive research regarding substantiation of claims.


  • In re: Merchant Land Fund I, LLC

    Action No. 02-43663T
    Appointment: Chapter 11 Trustee
    Northern District of California - Judge Leslie Tchaikovsky
    2003: Appointed Chapter 11 Trustee of MLFI, the owner of approximately 2,156 acres of real property located in Contra Costa County. The majority of the property is unimproved with the remainder being the Roddy Ranch Golf Course. The Trustee managed the golf course, secured post-petition financing and negotiated for the sale of the property. The Trustee filed a Plan and Disclosure Statement.


  • In re: Excite @ Home

    Action No. 01-32495-TC
    Appointment: Lessor Distribution Agent
    Northern District of California - Judge Thomas E. Carlson
    Settlement Judge Randall Newsome
    2002: Uecker & Associates, Inc. was selected by a group of twenty-five equipment lessors to represent the group in dealing with the debtor and the retrieval agent, CompuCom. Disbursement of settlement funds of approximately $100 million, completed extensive claims analysis, prepared a true-up of costs between lessors and generally coordinated all equipment lessor activities.


  • In re: Media Group, Inc.

    Action No. 01-4 5324 T
    Appointment: Chapter 11 Trustee
    Northern District of California - Judge Leslie Tchaikovsky
    2002: An optical media replicator service for CDs and DVDs. As Trustee managed the business until jobs in process were completed. The case was converted to Chapter 7.


  • In re: EDC Liquidating Trust

    Appointment: Liquidation Trustee appointed by Shareholders
    2002: Trustee for substantial Applied Material stocks; inventory and notes receivable.


  • In re: Omni Spectrum Communications, Inc.

    Action No. 01-51438-WSJ
    Appointment: Disbursing Agent
    Northern District of California - Judge Arthur S. Weissbrodt
    2002: Disbursing Agent until completion of creditor distributions.


  • In re: Jovial Test Equipment, Inc.

    Action No. 01-46746J11
    Appointment: Escrow Agent
    Northern District of California - Judge Edward Jellen
    2002: Escrow Agent for sale of assets and transfer of funds.


  • In re: Theodore Connolly/Connolly Development, Inc.

    Action No. 95-1-1748 and 95-1-1749
    Appointment: Liquidation Agent
    Northern District of California - Judge Alan Jaroslovsky
    2002: Liquidating Agent for the sale of miscellaneous assets including real estate in Siskiyou County.
    Distributions to creditors.


  • In re: Ron McNiel, Sr.

    Action No. 97-56350ASW
    Appointment: Chapter 7 Trustee
    Northern District of California - Judge Arthur S. Weissbrodt
    2000: Liquidation of Pennsylvania real estate for $95,000. Investigation of promissory notes and numerous partnership interests. As Trustee moved for the appointment of a Receiver in partnership cases to manage and liquidate the assets. Receiver recovered approximately $3.8 million in partnership assets to the estate.  Additionally sold industrial property in Michigan for $500,000, retail property in Scotts Valley for $1.4 million and an office building in San Jose for $4,750,000 along with machinery and equipment for $2.7 million.


  • In re: Gazoontite

    Action No. 00-32405DM
    Appointment: Distribution Agent
    Northern District of California - Judge Dennis Montali
    2001: Following confirmation of the Plan, Uecker & Associates, Inc. was appointed Distribution Agent for the Gazoontite estate. The debtor provided a single source of providing quality products and information devoted to providing better breathing for people suffering from allergies and asthma. The debtor had a website and retail location(s) that were sold. Upon appointment the Distribution Agent found no tax returns completed for 2000 and worked to reconstruct the records to prepare returns for 2000 and 2001. The Plan estimated a 25% distribution to creditors while approximately 30% was disbursed on unsecured claims.


  • In re: Raymond W. Hrdlicka

    Action No. 00-45827T
    Appointment: Chapter 11 Trustee
    Northern District of California - Judge Leslie Tchaikovsky
    2001: Sales of approximately $6 million of real property assets, both office and apartment, realized from bankruptcy estate. Debtor operated Bail Bonds business through 24 entities in 10 states where corporation was 100% owned by debtor. Additionally there were two entities where the corporation was 49% owned by the debtor and six sole proprietorships operating through one of the corporate entities. Interaction with Chapter 7 Trustee for corporate entities in matters where both estates have an interest in resolution and/or recovery. Compilation of account information for tax preparation and general Trustee duties. Negotiation and settlement of large insurer claim from $4,535,000 to $600,000.


  • In re: W. R. (Peggy) Walker

    Action No. 98-4-6059 N
    Appointment: Trustee
    Northern District of California - Judge Randall J. Newsome
    2000: Sale of real property assets comprising an apartment building which sold for $235,000 and office building which sold for $2,500,000 located in Oakland, California. Evaluation of proposed real property asset located in Oakland to be considered for an exchange. Compilation of accounting information for tax preparation and general Trustee duties.


  • In re: Stor Media, Inc.

    Action No. 98-58275-ASW
    Appointment: Estate Representative
    Northern District of California - Judge Arthur S. Weissbrodt
    2000: Completion of the Plan of Reorganization. Settlement negotiations with administrative claimants. Supervision of preference actions and pending litigation.


  • In re: Mobile Information Systems Finance Company, Inc.

    Action No. 000-53734 ASW
    Appointment: Estate Representative
    Northern District of California - Judge Arthur S. Weissbrodt
    2000: Investigation and report filed with the Court re: Debtor's Operations, Financial Performance and Sale Prospects.


  • In re: Creative Communications

    Action No. 96-30178 DM
    Appointment: Disbursing Agent
    Northern District of California - Judge Dennis Montali
    2000: Successor Disbursing Agent for final reconciliation and disbursement of funds to creditors. Termination of pension plan, final accounting and tax returns.


  • In re: Affinicorp USA

    Action No. 99-49692-T-11
    Appointment: Disbursing Agent
    Northern District of California - Judge Leslie Tchaikovsky
    2000: Disbursement of payments to general unsecured creditors under a Chapter 11 Plan of Reorganization.


  • In re: Winterland Concessions Company

    Action No. 97-33693-DM-11
    Appointment: Disbursing Agent
    Northern District of California - Judge Dennis Montali
    2000: Disbursing Agent for Winterland, the preeminent U.S. producer of licensed and private label apparel and related merchandise.


  • In re: Personal Cellular Services, Inc.

    Action No. 98-48307-N
    Appointment: Trustee
    Northern District of California - Judge Randall J. Newsome
    2000: Manage and operate cellular phone company with 3,500 customers in the Bay Area. Sold the telecom company to a third party purchaser for $1.2 million. Negotiated and settled litigation with a large cellular phone service provider.


  • In re: Big Words.com

    Action No. 00-32627-TC
    Appointment: Chapter 11 Trustee
    Northern District of California - Judge Thomas E. Carlson
    2000: Liquidation of the number one online textbook retailer as well as the fastest growing
    e-commerce provider for 18-24 year olds. The textbook physical inventory was sold for
    $1 million and other assets were liquidated.


  • In re: Uniteq Application Systems, Inc.

    Action No. 00-44898J
    Appointment: Chapter 11 Trustee
    Northern District of California - Judge Edward Jellen
    2000: Uniteq designed, developed and licensed warehouse and labor management software for use in industrial and grocery establishments. Sale and liquidation of software and labor management systems. Extensive accounts receivable work through Chicago office of Uniteq.


  • In re: American Basketball League, Inc.

    Action No. 98-6-0354-MM
    Appointment: Liquidation Officer
    Northern District of California - Judge Marilyn Morgan
    1999: Consolidation and liquidation of assets of the women's basketball team known as the American Basketball League with the following teams and locations:
    San Jose - Lasers Palo Alto - League Office
    Seattle - Reign Philadelphia - Rage
    Portland - Power New England - Blizzard
    Colorado - Xplosion Nashville - Noise
    Chicago - Condors Columbus - Quest
    Assets include team merchandise, furniture fixtures and equipment, game video's and preference actions.


  • In re: Stor Media, Inc.

    Action No. 98-58275-ASW
    Appointment: Claim Agent
    Northern District of California - Judge Arthur S. Weissbrodt
    1999: Claims review and analysis for magnetic rigid disk manufacturing company. The Company had ten factories in the US, Singapore and Malaysia with over 2,500 employees. Distributions to 370creditors totaling approximately $2.4 million.


  • In re: Tilia, Inc.

    Action No. 94-33075-TC
    Appointment: Disbursing Agent
    Northern District of California - Judge Thomas Carlson
    1999: Successor Disbursing Agent to complete quarterly distributions to creditors.


  • In re: Interactive Network, Inc.

    Action No. 98-34055-DM
    Appointment: Disbursing Agent
    Northern District of California - Judge Dennis Montali
    1999: Disbursing Agent for a business that designed, developed and marketed subscription based interactive television entertainment systems. The business was based on a portfolio of intellectual property.


  • In re: Allen's Auto Body

    Action No. 96-33866-DM-11
    Appointment: Disbursing Agent
    Northern District of California - Judge Dennis Montali
    1999: Disbursing Agent for an auto body business. Monthly payments on administrative expense(s) and disbursements to general unsecured creditors.


  • In re: Ron McNiel, Sr.

    Action No. 97-56350ASW
    Appointment: Court Appointed Professional
    Northern District of California - Judge Arthur S. Weissbrodt
    1999: Appointed to facilitate/negotiate sales of real property as follows:
    Two retail buildings and residence - Scotts Valley
    Office building - San Jose
    Warehouse - Michigan
    Employed an investment banker to assist with the sale of Custom Food Machinery, Inc., a heavy machine equipment company located in Stockton.  Mediation and settlement of malpractice claims against attorneys for the debtor.


  • EndUp Corporation fka Imaginarium, Inc.

    Action No. 96-45071 T
    Appointment: Disbursing Agent
    Northern District of California - Judge Leslie Tchaikovsky
    1998: Extensive review and analysis of personal property tax claims for a retail business. Winding down business operations and closing of main office. First distribution totaled $1.2 million with the second and final distribution of $3,630,513. Work on combining financial data received from the debtor and disbursing agent to allow for the coordination of annual tax return preparation.


  • In re: California Orchards, Inc.

    Action No. 97-3-0096 DM
    Appointment: Disbursing Agent
    Northern District of California - Judge Dennis Montali
    1998: Review and analysis of general unsecured claims. One first and final disbursement pursuant to the Chapter 11 Plan of Reorganization to 275 general unsecured creditors.


  • In re: Regenerative Health Systems, Inc.

    Action No. 97-46633-N-11
    Appointment: Disbursing Agent
    Northern District of California - Judge Randall Newsome
    1998: Disbursement of payments to general unsecured creditors and taxing authorities on a quarterly basis for a convalescent hospital and accounting under a Chapter 11 Plan of Reorganization.


  • In re: Intelectron Incorporated

    Action No. 98-43509-N-11
    Appointment: Responsible Person
    Northern District of California - Judge Randall Newsome
    1998: Liquidation of wholesaler of lighting devices and other indoor/outdoor decorative lighting fixtures. Extensive accounting work to complete tax returns.


  • In re: Belmont Gardens Associates, L.P.

    Action No. 97-33270-DM
    Appointment: Liquidating Agent
    Northern District of California - Judge Dennis Montali
    1998: Marketing and bulk sale of 19 condominium units for $3,850,000. Completion of Department of Real Estate requirements to obtain White Report, including budgeting and construction reports. Disbursement to creditors pursuant to an Order of the Court.


  • In re: Susanna Shaw

    Action No. 98-31299-DM
    Appointment: Examiner
    Northern District of California - Judge Dennis Montali
    1998: Investigation and report to the court on estimated value of four San Francisco rental properties, Debtor compliance with San Francisco ordinances, Debtor's maintenance of accounting records, feasibility of the Debtor's Plan of Reorganization and whether a Chapter 11 Trustee should be appointed.


  • In re: Los Medanos Health Care Corporation

    Action No. 94-4-2864-J and 96-4-1356-J
    Appointment: Disbursing Agent
    Northern District of California - Judge Edward Jellen
    1998: Liquidation of hospital equipment valued in excess of $1 million and sale of vacant parcels adjacent to hospital valued in excess of $1.2 million. Vacant parcels required rezoning subject to a General Plan revision. Completion of first disbursement of approximately $3.9 million to over 1,400 creditors including extensive amount of wage claimants and vendors.


  • In re: Trans-Action Commercial Mortgage Investors, Ltd.

    Action No. 97-46123-T-11
    Appointment: Chapter 11 Trustee
    Northern District of California - Judge Leslie Tchaikovsky
    1998: A limited partnership controlling 100% of another limited partnership interest in the Berkeley Land Company, which controls the ground lease on the Berkeley Center. The Center, located in Berkeley, California, includes the Shattuck Hotel, the Landmark theaters and five retail properties comprising 16,000 square feet, and office space comprising 52,000 square feet. Additionally, the partnership has an interest in the Berkeley Conference Center, 27,000 square feet of commercial space also located in Berkeley. The 174 room Shattuck Hotel was sold for $8.5 million.


  • In re: Basic Living Products, Inc. (Whole Earth Access)

    Action No. 96-43353 J
    Appointment: Creditors-Trustee
    Northern District of California - Judge Edward Jellen
    1997: Analysis of claims and research to determine potential preference actions. Review and analysis of numerous factoring and reclamation claims. Ongoing interaction with Creditors' Committee and counsel. Collection of note payments and disbursements to creditors under Chapter 11 Plan of Reorganization. First and final distribution of $375,000 to convenience class with 524 checks issued.  Two distributions to general unsecured creditors. Coordination of tax return analysis and preparation for the creditors' trust.


  • In re: ISO Restructuring Trust and PX Restructuring Trust


    Application No. 96-07-001
    Appointment: Trustee by Public Utilities Commission of the State of California
    1997: Trustee is financially responsible to pay ISO/PX corporations' expenses, trust administration expenses; hold notes and supervise draw down requests of corporations; administer loans totaling $250 million to the Trust; and wind down the Trust financial activities. Extensive interaction with the corporations' Chief Executive Officers and Chief Financial Officers.


  • In re: XNO Corporation, fdba NetExpress, Inc.

    Action No. 94-33316-DM
    Appointment: Disbursing Agent
    Northern District of California - Judge Dennis Montali
    1995: Extensive analysis of claims and disbursements of payments to creditors under Chapter 11 Plan of Reorganization. Reconstruction of financial records, sale transactions and income data for tax reporting. The convenience class disbursement totaled $98,000 to 192 claimants. There were two disbursements to general unsecured creditors totaling $2.3 million that represented a $.50 on the dollar dividend.


  • In re: Marin Advisors Investors VI d/b/a The Woodlands

    Action No. 94-12270
    Appointment: Disbursing Agent
    Northern District of California - Judge Alan Jaroslovsky
    1995: Disbursement of payments to creditors and accounting.


  • In re: Richard D. Klinger and Peggy J. Klinger, Debtors

    Action No. 94-43198 T
    Appointment: Plan Administrator
    Northern District of California - Judge Leslie Tchaikovsky
    1995: Liquidation of estate; oversight of long-term toxic remediation work at estate property requiring interaction with California Regional Water Quality Board; and accounting under Chapter 11 Plan of Reorganization.


  • In re: Amerian Bros., Inc.

    Action No. 95-54103 MM
    Appointment: Plan Administrator
    Northern District of California - Judge Marilyn Morgan
    1995: Disbursement of payments to creditors and accounting under a Chapter 11 Plan of Reorganization.


  • In re: Phase II, Inc.

    Action No. 94-3-2388-TC
    Appointment: Disbursing Agent
    Northern District of California - Judge Thomas Carlson
    1995: Disbursement of payments to creditors and accounting under a Chapter 11 Plan of Reorganization.


  • In re: Fan Asylum

    Action No. 93-3-0215-LK
    Appointment: Disbursing Agent
    Northern District - Judge Dennis Montali
    1994: Collection and disbursement of payments to creditors and accounting under Chapter 11 Plan of Reorganization.


  • In re: E.G. Craig

    Action No. 92-4-5387-T
    Appointment: Disbursing Agent
    Northern District - Judge Leslie Tchaikovsky
    1994: Note collection, disbursement of payments to creditors, and accounting under Chapter 11 Plan of Reorganization.


  • In re: H. David Choo

    Action No. 93-4-0277-N
    Appointment: Disbursing Agent
    Northern District - Judge Randall J. Newsome
    1994: Collection and disbursement of payments to creditors and accounting under Chapter 11 Plan of Reorganization.


  • In re: Kellar

    Action No. 92-50698-JRG
    Appointment: Liquidating Agent
    Northern District - Judge James Grube
    1994: Liquidation of apartment complexes located in San Jose and Los Gatos, California.


  • In re: Monarch Village Partners

    Action No. 92-5-2277-JRG
    Appointment: Liquidating Agent
    Northern District - Judge James R. Grube
    1993: Selection and supervision of property management company for on-site work. Selection of broker(s) for marketing and liquidation of one office building (15,000 square feet) located in Monterey, California. Completion of Chapter 11 Plan of Reorganization.


  • In re: Taldan Investment Company, Inc.

    Action No. 92-32514-LK
    Appointment: Liquidation Agent
    Northern District - Judge Thomas Carlson
    1993: Liquidation of 60 condominium units located in Oakland sold for approximately $100,000 a unit, 4 luxury condominium units in San Francisco sold for $725,000 - $1.9 million, one mini-storage facility with 964 units located in San Mateo and sold for $5,825,000,  vacant land (15.6 acres) located in Tiburon for $2.2 million, vacant land at Ocean Beach in San Francisco for $3 million and one medical building in San Mateo which sold for $1.8 million.  Operation of mini-storage facility and management of medical building. Completion of Chapter 22 Plan of Reorganization.


  • In re: E. Chad and Joan Dwyer

    Action No. 92-5-2279-JRG
    Appointment: Liquidating Agent
    Northern District - Judge James R. Grube
    1993: Liquidation of securities and sale of one single-family home. Extensive negotiations and analysis of investment partnerships with eventual liquidation. Completion of the Chapter 11 Plan of Reorganization.


  • In re: Po Ying Chern

    Action No. 93-92452
    Appointment: Examiner
    Eastern District - Judge J.W. Hedrick, Jr.
    1993: Management of one 84-unit apartment complex located in Concord, California.


  • In re: City Electric Supply of California, Inc. et al.

    Action No. 92-1-1437
    Appointment: Disbursing Agent
    Northern District - Judge Alan Jaroslovsky
    1993: Collection and disbursement of payments to creditors and accounting under Chapter 11 Plan of Reorganization. First distribution totaled $1.2 million and over 550 disbursements.


  • In re: Sacramento Greystone Condominiums

    Action No. 92-31465-TC
    Appointment: Property Manager
    Northern District - Judge Lloyd King
    1992: Five apartment buildings totaling 88 units located in Sacramento, California. Engaged by the responsible person for full service property management. Supervision of two person on-site staff and accounting responsibilities to comply with Trustee requirements.


  • In re: Gensto, Inc. dba Headlines

    Action No. 92-3-0221 LK
    Appointment: Disbursing Agent
    Northern District - Judge Arthur S. Weissbrodt
    1992: Payment of claims and review of accounting under Chapter 11 Plan of Reorganization.


  • In re: Storek & Storek/Environmental Center

    Action No. 3-90-04593
    Appointment: Property Manager
    Northern District - Judge Lloyd King
    1991: One office building (100,300 square feet) located in San Francisco, California. Engaged by the Trustee for full service property management. Supervision of three on-site staff and accounting responsibilities to comply with Trustee requirements.


  • In re: Majestic Wine Corporation

    Action No. 4-89-00474
    Appointment: Liquidating Trustee
    Northern District - Judge Randall Newsome
    1991: Liquidation of two real property leases, extensive work and interaction with the PBGC in winding up the pension plan, disbursements to creditors and completion of the Chapter 11 Plan of Reorganization.


  • In re: Advalloy, Inc.

    Action No. 3-90-003399
    Appointment: Trustee
    Northern District - Judge Thomas Carlson
    1990: One office/light warehouse building (15,000 square feet) housing a precision-stamped leadframe manufacturing business located in Palo Alto, California. Toxic remediation issues.


  • In re: Data America Corporation
    Action No. 3-89-01272
    Appointment: Representative of the Estate
    Northern District - Judge Thomas Carlson
    1990: Liquidation of personal property, completion of preference actions, and completion of the Chapter 11 Plan of Reorganization.

  • In re: Robert C. and Helga Johnson

    Action No. 3-87-03262
    Appointment: Plan Administrator
    Northern District - Judge Lloyd King
    1990: Liquidation of real property and securities under Chapter 11 Plan of Reorganization.


  • In re: Peter Bellucci

    Action No. 288-06613
    Appointment: Trustee
    Eastern District - Judge Christopher Klein
    1989: Real estate developer of numerous single-family homes located in the Sacramento area plus numerous notes receivable.


  • In re: El Dorado Inn, Inc.

    Action No. 1-86-00821
    Appointment: Trustee
    Northern District - Judge Alan Jaroslovsky
    1989: A historic inn located in Sonoma, California.


  • In re: Evers Pacific Investments

    Action No. 588-00340
    Appointment: Examiner
    Northern District - Judge Moore
    1989: Investigation concerning pizza parlor operations located in Lompoc, Santa Barbara, Santa Ana, and two in Santa Maria, California. Investigation concerning six pieces of real estate, including two single-family homes, a triplex, a condominium unit, two office buildings (30,000 square feet), business entities, vacant land, and personal property located in Monterey, California.


  • In re: Sonoma Valley Corporation

    Action No. 1-87-00428
    Appointment: Trustee
    Northern District - Judge Alan Jaroslovsky
    1989: Holding corporation for El Dorado Inn, Inc. (see above).


  • In re: Seabreeze Yacht Center, Inc.

    Action No. 4-88-01370
    Appointment: Trustee
    Northern District - Judge Edward Jellen
    1989: Operation of a 150-slip boat marina, boatyard, and subleased cafe located on the estuary in Oakland, California. Toxic remediation issues.


  • In re: Bair Island Marina

    Action No. 4-88-00769-W
    Appointment: Trustee
    Northern District - Judge Randall Newsome
    1989: Enforced existing sale of 7.3 acres of undeveloped land located in South San Francisco, California.


  • In re: William and Nancy Connolly

    Action No. 3-88-02226
    Appointment: Trustee
    Northern District - Judge Thomas Carlson
    1989: Operation of a 5,000-acre exotic animal ranch and a 60-acre ranch located which sold for $350,000 in Klamath Falls and Jacksonville, Oregon. Other assets include oil and gas leases, farm equipment, a single-family residence which sold for $850,000 located in Marin County and two airplanes. Liquidation of all assets under Chapter 11 Plan of Reorganization.


  • In re: Ruth Fairley Howard

    Action No. 4-88-03105
    Appointment: Trustee
    Northern District - Judge Randall Newsome
    1989: Management of four single-family rentals and sale of one single-family residence located in Oakland, California, and one office building with warehouse facility located in Richmond, California.


  • In re: Choice Financial Services, Inc.

    Action No. 5-89-001472
    Appointment: Trustee
    Northern District - Judge James R. Grube
    1989: Management, operation, and sale of a 73-bed convalescent hospital located in Fremont, California. Real estate loan business and miscellaneous real property.


  • In re: Bradley Stark & Co. dba Hart's Cafe and dba California Copy Center

    Action No. 3-87-00705
    Appointment: Trustee
    Northern District - Judge Thomas Carlson
    1988: Management and operation of a copy service center business. Business sold pursuant to court order.


  • In re: Joseph Mathews Winery

    Action No. 1-88-01201
    Appointment: Property Manager and Responsible Person
    Northern District - Judge Alan Jaroslovsky
    1988: One 10-room bed and breakfast inn, one 90-seat restaurant, and one wholesale/retail winery located in Napa, California. Management of on-site staff and accounting responsibilities.


  • In re: Restaurant 101

    Action No. 3-87-00389
    Appointment: Trustee
    Northern District - Judge Thomas Carlson
    1987: First-class restaurant and bar located at 101 California Street, a Class A high rise office building, located in San Francisco, California.


  • In re: Edward Estreito

    Action No. 3-86-03800
    Appointment: Trustee
    Northern District - Judge Thomas Carlson
    1987: Three apartment buildings totaling 90 units, one single-family mansion located on Broadway in San Francisco and one single-family residence located in Bolinas, California.


  • In re: Bay Area Location Caterers dba The Boathouse

    Action No. 3-85-02653
    Appointment: Trustee
    Northern District - Judge Jack Rainville
    1986: Sale of leasehold interest in restaurant, bar, banquet facilities, and boating/fishing concession located at Lake Merced in San Francisco, California. Negotiation with the lessor, the City of San Francisco for sale of the lease.


  • In re: Golden Gate Heating

    Action No. 3-85-1571
    Appointment: Trustee
    Northern District - Judge Jack Rainville
    1985: One 27-unit apartment building and one 6-unit apartment building in San Francisco,
    California.