What is a petition for approval of settlement trust?

Applicable Procedure to Approve a Probate Settlement Agreement

Some Probate related issues may rely on the Code of Civil Procedure for a vehicle to bring a matter before the court. Probate Code section 1000 states that “[e]xcept to the extent that this code provides applicable rules, the rules of practice applicable to civil actions,…apply to, and constitute the rules of practice in, proceedings under this code.”

Probate Code section 17200 is the applicable statute governing a request for Court approval of settlement terms involving a trust. Upon approval of the terms, the Court would then consequently accept the request to retain jurisdiction under Code of Civil Procedure 664.6. As such, a Court will treat a to Motion to Approve A Probate Settlement Agreement as a Petition under Probate Code section 17200.

A motion under Code of Civil Procedure section 664.6 is normally the method used to resolve disputes arising over settlement agreements. Weil & Brown, Cal. Practice Guide: Civil Procedure Before Trial (The Rutter Group 2019) ¶ 12:951. The Court may adjudicate terms of the settlement, under such a motion. Id. at 12:955.8.

Role of the Court in Approval

Pursuant to Probate Code section 17200, upon Petition by the trustee or beneficiary of a trust, the court may pass on the internal affairs of the trust. Probate Code section 17200 provides a non-exclusive list of items the Court may address. This list includes the ability for the Court to pass on the acts of the Trustees, including the exercise of discretionary powers, such as entering a settlement agreement. Probate Code, § 17200(b)(5). It also allows the Court to instruct the Trustee. Probate Code, §17200(b)(6).

Multiple Trustees

Probate Code section 15620. That section states “[u]nless otherwise provided in the trust instrument, a power vested in two or more trustees may only be exercised by their unanimous action.”

While trustees must act unanimously when taking actions on behalf of the trust, they each owe an individual fiduciary duty to act in accordance with the duties set forth in Probate Code section 15000, et seq. (Prob. Code, § 16000.) “Tort liability arises where a fiduciary owes a duty to another, breaches the duty, and that breach proximately causes damage.” Gaab v. Reese, Cal. Practice Guide: Civ. Proc. Before Trial Claims and Defenses (The Rutter Group 2018) ¶ 3:500; see also Meister v. Mensinger (2014) 230 Cal.App.4th 381, 395.

“Where a breach of fiduciary duties results in liability to more than one co-trustee, the liability is joint and several.” Cagnolatti v. Guinn (1983) 140 Cal.App.3d 42, 49. Thus, Co-Trustees may be joint tortfeasors. Id.

Objecting Parties

Objecting parties forfeit their right to object to the approval of the settlement by failing to appear and file responses/objections to the initial trustee’s petition and by failing to participate in the mediation. Smith v. Szeyller (2019) 31 Cal.App.5th 450.

Useful Resources for Petition for Approval of Settlement Trust

Documents on Petition for Approval of Settlement Trust

1-25 of 3112 results

ORDER - APPLICATION AND ORDER FOR RELEASE OF CELOTEX ASBESTOS SETTLEMENT...

OU NNR OU San Francisco Superior Courts Information Technology Group Document Scanning Lead Sheet Sep-28-2007 9:31 am Case Number: CGC-05-446771 Filing Date: Sep-28-2007 9:30 Juke Box: 001 Image: 01898110 ORDER JONATHAN ZIEBELL et al VS. A.W.CHESTERTON COMPANY et al 001001898110 Instructions: Please place this sheet on top of the document to be scanned.Bb wWON ou wm NN OY bow YR NY NY NK NHN KR fF Fe SF Fe eo szs oa A A FON =| SD oe wn DMF Y YN = Laura Przetak, Esq....

DISMISSAL WITHOUT PREJUDICE OF COMPLAINT (TRANSACTION ID # 23409548) AS ...

[ aTToaNEy (OR PARTY WITHOUT ATTORNEY (Name and Adcress) TELEPHONE NG. __ Stephen Fishback State Bar No: 191646 818.342.7442 LLER, FISHBACK & JACKSON LLP 18425 Burbank Blvd.. Suite 610 Tarzana, CA 91356 . ‘branchocut tary ELECTRONICALLY FOR COURT USE ORLY ATTORNEY FOR {ams}: Plai ‘nsert name of court and name of! SAN FRANCISCO SUPERIOR COURT FILED REE ” Superior Court of California, PLAINTIFF/PETITIONER: RENETTA J. NAIL, et al. County of San Francisco DEFENDANT/RESPO...

ORDER DENYING PLAINTIFFS' MOTION TO QUASH DEFENDANT PORTLAND CEMENT CO.'...

IOUT San Francisco Superior Courts Information Technology Group Document Scanning Lead Sheet Jun-22-2007 2:22 pm Case Number: CGC-04-430588 Filing Date: Jun-22-2007 2:21 Juke Box: 001 Image: 01805569 ORDER ROBERT ERWIN et al VS. AMERICAN ASBESTOS CO. 001001805569 Instructions: Please place this sheet on top of the document to be scanned.HO Copets To: SFSC D-610 From: Marlena Aying Wednesday, June 20, 2007 12:13 PM Page: 5 of 6 Subject: Betty Erwin, et al. v. American Asbe...

ORDER QUASHING DEFENDANTS FORD MOTOR CO. AND GENERAL MOTORS CORP.'S CIVI...

OOM MACAN San Francisco Superior Courts Information Technology Group Document Scanning Lead Sheet Dec-22-2005 9:12 am Case Number: CGC-05-442834 Filing Date: Dec-22-2005 9:11 Juke Box: 001 Image: 01350244 ORDER FRED CHENAULT VS. A.W.CHESTERTON COMPANY 001001350244 Instructions: Please place this sheet on top of the document to be scanned.10 i 12 13 14 15 16 17 18 19 2 22 24 25 27 28 Dean A. Hanley, Esq. (State Bar No. 169507) ne Philip A. Harley, Esq. (Sta...

ORDER QUASHING DEFENDANTS' TRIAL SUBPOENAS TO UNR INDUSTRIES TRUST, EAGL...

OUNOUOL OE San Francisco Superior Courts Information Technology Group Document Scanning Lead Sheet Feb-24-2006 9:34 am Case Number: CGC-05-442973 Filing Date: Feb-24-2006 9:30 Juke Box: 001 Image: 01391045 ORDER ROBERT JOHNSEN et al VS. ASBESTOS CORPORATION, LTD.., et al 001001391045 Instructions: Please place this sheet on top of the document to be scanned.18 19 20 21 22 23 24 25 26 27 28 Dean A. Hanley, Esq. (State Bar No. 169507) Philip A. Harley, Esq. (State Bar ...

ORDER GRANTING PLAINTIFF'S MOTION TO QUASH DEPOSITION SUBPOENA FOR THE P...

WOON San Francisco Superior Courts Information Technology Group Document Scanning Lead Sheet Jan-18-2006 9:39 am Case Number: CGC-04-431536 Filing Date: Jan-18-2006 9:39 Juke Box: 001 Image: 01365245 ORDER VICTOR MEDINA SR. VS. ASBESTOS DEFENDANTS (BP) AS REFLECTED ON EXHIBITS 001001365245 Instructions: Please place this sheet on top of the document to be scanned.ALAN R. BRAYTON, ESQ., S.B. #73685 CHRISTINA C. SKUBIC, ESQ., S.B. #191368 VICTOR MEDINA, SR., Plaintiff, vs. ...

AMENDMENT TO COMPLAINT PER ORDER (TRANSACTION ID # 30125810) DEFENDANT S...

Oo oe NY DAW RB BW De RPM NM BM BR NM RD RR mm ee oD A A RF BO OU Se SO me ND WH RB wD NY & DS STEVEN M, HAROWITZ (State Bar No. 71117) KATHERINE Y, WANG (State Bar No. 215663) ELECTRONICALLY SARAH E. GILSON (State Bar No, 260263) FILED HAROWITZ & TIGERMAN, LLP Superior Court of Califgrnia, 450 Sansome St., 3° Floor County of San Franci$co San Francisco, CA 94111 Tel: (415) 788-1588; Fax (415) 788-1598 MAR 18 2010 BY: WILLIAM TRUPEK Attorneys for Plaintiffs Deputy Clerk SUPERIOR COU...

ORDER GRANTING PLAINTIFF'S MOTION TO QUASH DEPOSITION SUBPOENA FOR THE P...

WOOO San Francisco Superior Courts Information Technology Group Document Scanning Lead Sheet Jan-18-2006 9:39 am Case Number: CGC-02-414280 Filing Date: Jan-18-2006 9:32 Juke Box: 001 Image: 01365244 ORDER RONALD MOWER VS. ASBESTOS DEFENDANTS (BHC)AS REFLECTED ON EXHIBIT 001001365244 Instructions: Please place this sheet on top of the document to be scanned.ALAN R. BRAYTON, ESQ.,S.B. #73685 CHRISTINA C. SKUBIC, ESQ., S.B. #191368 2|| BRAYTON**PURCELL LLP Attorneys at Law Sa...

ORDER QUASHING DEFENDANT GENUINE PARTS COMPANY'S SUBPOENA DUCES TECUM TO...

UMMA San Francisco Superior Courts Information Technology Group Document Scanning Lead Sheet Dec-22-2005 3:39 pm Case Number: CGC-04-428512 Filing Date: Dec-22-2005 3:38 Juke Box: 001 Image: 01351049 ORDER BARBARA DAVISON VS. ANVIL INDUSTRIES, ING.,INDIVIDUALLY AND AS SUCCESS « 001001351049 Instructions: Please place this sheet on top of the document to be scanned.10 iW 12 13 14 15 16 17 18 19 21 22 24 26 27 Dean A. Hanley, Esq. (State Bar No. 169507) Phili...

ORDER - APPLICATION AND ORDER FOR RELEASE OF CELOTEX ASBESTOS SETTLEMENT...

OU NNR OU San Francisco Superior Courts Information Technology Group Document Scanning Lead Sheet Sep-28-2007 9:31 am Case Number: CGC-05-446771 Filing Date: Sep-28-2007 9:30 Juke Box: 001 Image: 01898110 ORDER JONATHAN ZIEBELL et al VS. A.W.CHESTERTON COMPANY et al 001001898110 Instructions: Please place this sheet on top of the document to be scanned.Bb wWON ou wm NN OY bow YR NY NY NK NHN KR fF Fe SF Fe eo szs oa A A FON =| SD oe wn DMF Y YN = Laura Przetak, Esq....

ORDER RE MOTION FOR LEAVE OF COURT TO FILE CROSS-COMPLAINT AGAINST THE M...

Dv SUPERIOR COURT OF CALIFORNIA COUNTY OF SAN FRANCISCO Document Scanning Lead Sheet Jul-06-2010 11:12 am Case Number: CGC-09-275129 Filing Date: Jul-06-2010 11:12 Juke Box: 001 Image: 02900682 ORDER WILMA HOOSER et al VS. ADVOCATE MINES, LIMITED et al 001002900682 Instructions: Please place this sheet on top of the document to be scanned.ec ew a A He eR BW NH - — 11 12 13 14 15 16 Wy 18 19 20 22 23 24 25 “26 27 28 ~ Gary D. Sharp, Esq. SBN 116216 Jennifer M. McCormi...

ORDER GRANTING PLAINTIFFS' MOTION TO QUASH DEFENDANT SEARIVER MARITIME, ...

IAAT San Francisco Superior Courts Information Technology Group Document Scanning Lead Sheet Dec-22-2005 9:32 am Case Number: CGC-03-420972 Filing Date: Dec-22-2005 9:13 Juke Box: 001 Image: 01350269 ORDER RONALD DUTTON VS. ASBESTOS DEFENDANTS (B/P)AS REFLECTED ON EXHIBIT 00101350269 Instructions: Please place this sheet on top of the document to be scanned.ALAN R. BRAYTON, ESQ., S.B. #73685 DAVID R. DONADIO, ESQ., S.B. #154436 CHRISTINA C. SKUBIC, ESQ., S.B. #191368 x BRAY...

ORDER ISSUING COMMISION TO TAKE THE OUT-OF-STATE DEPOSITION OF THE CUSTO...

AIAN San Francisco Superior Courts Information Technology Group Document Scanning Lead Sheet Jan-22-2002 12:08 pm Case Number: CGC-00-312112 Filing Date: Jan-22-2002 12:07 Juke Box: 001 Image: 00347646 ORDER HARVEY VS ABB LUMMUS GLOBAL, INC* 001000347646 Instructions: Please place this sheet on top of the document to be scanned.TWivigidJ So Oe IN DWH BP WwW wy = ee Nu KF So H ‘aresodanne 15 16 17 18 19 20 21 22 23 24 25 26 27 28 THOMAS D. SCHROEDER (Admitted Pro Hac Vic...

CROSS COMPLAINT (TRANSACTION ID # 32254592) FILED BY CROSS COMPLAINANT C...

eo ey A vA eB WN m RN oY NR MY RP MR BW ON Be Be Be Be oe Be eB RB oe eB Se 2A kA ek TD BP es SF Bee IND MH FW NH HS Gary D. Sharp, Esq. SBN 116216 Jennifer M. McCormick, Esq. SBN 189693 ELECTRONICALLY Maria A. Caruana, Esq. SBN 139901 FILED Foley & Mansfield P.L.LP. Superior Court of California, 300 Lakeside Drive, Suite 1900 County of San Francisco Oakland, CA 94612 JUL 24 2010 Telephone: (510) 590-9500 Facsimile: (510) 590-9595 oclerk of the Court Attorneys for Defendant Depuly Clerk C...

NOTICE OF ERRATA REGARDING PLNTFS' TRIAL BRIEF FILED BY PLAINTIFF FULLER...

IONE SUPERIOR COURT OF CALIFORNIA COUNTY OF SAN FRANCISCO Document Scanning Lead Sheet Oct-26-2010 8:14 am Case Number: CGC-04-431719 Filing Date: Oct-19-2010 1:46 Juke Box: 001 Image: 03006603 NOTICE J ASBESTOS SETTLEMENT TRUST et al VS. ZURICH-AMERICAN INSURANCE COMPAN 001C03006603 Instructions: Please place this sheet on top of the document to be scanned.B BW oN o~ nd MORGAN, LEWIS & BOCKIUS LLP Paul A. Zevnik, State Bar No. 75343 Michel Y. Horton, State Bar No. 1142...

DISMISSAL WITHOUT PREJUDICE OF COMPLAINT (TRANSACTION ID # 23409548) AS ...

[ aTToaNEy (OR PARTY WITHOUT ATTORNEY (Name and Adcress) TELEPHONE NG. __ Stephen Fishback State Bar No: 191646 818.342.7442 LLER, FISHBACK & JACKSON LLP 18425 Burbank Blvd.. Suite 610 Tarzana, CA 91356 . ‘branchocut tary ELECTRONICALLY FOR COURT USE ORLY ATTORNEY FOR {ams}: Plai ‘nsert name of court and name of! SAN FRANCISCO SUPERIOR COURT FILED REE ” Superior Court of California, PLAINTIFF/PETITIONER: RENETTA J. NAIL, et al. County of San Francisco DEFENDANT/RESPO...

NOTICE OF LODGING PLNTF'S FINAL TRIAL BRIEF FILED BY PLAINTIFF FULLER-AU...

TT SUPERIOR COURT OF CALIFORNIA COUNTY OF SAN FRANCISCO Document Scanning Lead Sheet Oct-29-2010 12:44 pm Case Number: CGC-04-431719 Filing Date: Oct-19-2010 1:49 Juke Box: 001 image: 03017427 MICE OF LODGING PLNTF'S FINAL TRIAL BRIEF FILED BY PLAINT { ASBESTOS SETTLEMENT TRUST et al VS. ZURICH-AMERICAN INSURANCE COMPAN’ 001003017427 Instructions: Please place this sheet on top of the document to be scanned.

NOTICE OF LODGING PLNTF'S FINAL TRIAL BRIEF FILED BY PLAINTIFF FULLER-AU...

MONTANA SUPERIOR COURT OF CALIFORNIA COUNTY OF SAN FRANCISCO Document Scanning Lead Sheet Oct-29-2010 12:44 pm Case Number: CGC-04-431719 Filing Date: Oct-19-2010 1:48 Juke Box: 001 Image: 03017428 TICE OF LODGING PLNTF'S FINAL TRIAL BRIEF FILED BY PLAIN] J ASBESTOS SETTLEMENT TRUST et al VS. ZURICH-AMERICAN INSURANCE COMPAN 001C03017428 Instructions: Please place this sheet on top of the document to be scanned.

ORDER GRANTING PLAINTIFFS' MOTION TO QUASH DEFENDANT VOLKSWAGEN OF AMERI...

IU San Francisco Superior Courts Information Technology Group Document Scanning Lead Sheet Oct-04-2005 1:40 pm Case Number: CGC-03-427160 Filing Date: Oct-04-2005 1:39 Juke Box: 001 Image: 01296400 RANTING PLAINTIFFS' MOTION TO QUASH DEFENDANT VOLKSV BUDDY RUSK SR VS. ASBESTOS DEFENDANTS (BP) AS REFLECTED ON EXHIBIT: 001001296400 Instructions: Please place this sheet on top of the document to be scanned.yw oN Aw WN C C ALAN R. BRAYTON, ESQ, S.B. #73685 C...

AMENDMENT TO FIRST ACCOUNT & REPORT OF TRUSTEE OF JAMIL KAID SETTLEMENT ...

WOM SUPERIOR COURT OF CALIFORNIA COUNTY OF SAN FRANCISCO Document Scanning Lead Sheet Jun-14-2012 10:46 am Case Number: PTR-11-294562 Filing Date: Jun-14-2012 10:45 am Filed by: LESLIE GOMEZ Juke Box: 001 Image: 03652286 GENERIC PROBATE PLEADING IN THE MATTER OF THE THE JAMIL KAID SETTLEMENT TRUST 001P03652286 Instructions: Please place this sheet on top of the document to be scanned.Oo Pm DDH F&F WHY RK KH YW HN NK NK SB ee es es Se ew ee eory DHA PB wWwNYH KF So we HAH P...

DECLARATION TO SUPPLEMENT PETITION TO ESTABLISH MINORS SETTLEMENT TRUST ...

COU MH NAH PB wWN RMN YN KR NN NK KF ee Se Fe eB Be Be Be S2IAaDAA FwWNH = DSO eI DU BF wWwH KEVIN URBATSCH, SBN 168380 JESSICA FARINAS, SBN 313766 THE URBATSCH LAW FIRM, P.C. “FILED | 3478 Buskirk Avenue, Suite 300 : Pleasant Hill, CA 94923 County of San Francisca] elephone: yo" Fax: (925) 940-9588 09/20/2017 [email protected] BY:AISHA NELSON Deputy Cle} Attorneys for Ean Vizzi, Petitioner In re the Matter of THE MAYA VIZZI SETTLEMENT TRUST I, Ean Vizzi, declare and state...

DECLARATION REGARDING FINANCIAL STATEMENTS FOR SECOND ACCOUNT PERIOD (TR...

Oo eon Dun F&F WN — YN Y NY YN N NN ew eee ee eS on DH FF wWNeHKH SCS OD eA DH F&F WN KH CS KEVIN URBATSCH SBN 168380 TESsicA FARINAS SBN 3 13766 e Urbatsch Law Firm, 3478 Buskirk Ave., Ste. 300° Fleasant F Hill, CA94523 [email protected]' Urbasch h.com elephone: (415) 593-9944 Fax: (925) 940-9588 Attorneys for Virgilio Talao, Petitioner and Trustee IN THE SUPERIOR COURT OF THE STATE OF CALIFORNIA IN AND FOR THE COUNTY OF SAN FRANCISCO In re the matter of: CASE NO.: PTR14-298128 THE CAP...

ORDER QUASHING DEFENDANTS FORD MOTOR CO. AND GENERAL MOTORS CORP.'S CIVI...

OOM MACAN San Francisco Superior Courts Information Technology Group Document Scanning Lead Sheet Dec-22-2005 9:12 am Case Number: CGC-05-442834 Filing Date: Dec-22-2005 9:11 Juke Box: 001 Image: 01350244 ORDER FRED CHENAULT VS. A.W.CHESTERTON COMPANY 001001350244 Instructions: Please place this sheet on top of the document to be scanned.10 i 12 13 14 15 16 17 18 19 2 22 24 25 27 28 Dean A. Hanley, Esq. (State Bar No. 169507) ne Philip A. Harley, Esq. (Sta...

REQUEST FOR DISMISSAL, WITH PREJUDICE, ON BEHALF OF PLFS FULLER-AUSTIN A...

DISMISSAL-ENFEREDS, SSAL-ENFERED- "ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address) Michel Y, Horton (SBN 114243) FOR COURTUSE OY MORGAN, LEWIS & BOCKIUS LLP ELECTRONICALLY 390 85, Szand Avenue F I L E ast Ploor Los Angeles, California 90071 y iin TeuEPHoNEND: 213.612.2500 FAxNo. (Oana 213.612.2501 Superior Court of Caltgrnia E-Man, ADORESS (Optoney: [email protected] ‘ounty of San Francisco ATTORNEY FOR (Name: Paller~Austin. FEB 18 2015 SUPERIOR COURT OF ...

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