What is a trustee removal petition?

Useful Rulings on Trustee Removal Petition for Revocable Living Trusts

Recent Rulings on Trustee Removal Petition for Revocable Living Trusts

IN RE: JERRY MCKIBBEN AND KAREN TALLENT TRUST

Tallent Revocable Living Trust (the “Trust”). Decedent passed away on October 13, 2014, leaving Respondent as the sole trustee and current beneficiary. On November 22, 2016, Decedent’s son, Keith McKibben (“Petitioner”), filed a petition under Probate Code section 17200, seeking Respondent’s removal as trustee for various alleged breaches of trust. Petitioner filed an amended petition in July 2017.

  • Hearing

    Jun 24, 2020

IN RE: JERRY MCKIBBEN AND KAREN TALLENT TRUST

Tallent Revocable Living Trust (the “Trust”). Decedent passed away on October 13, 2014, leaving Respondent as the sole trustee and current beneficiary. On November 22, 2016, Decedent’s son, Keith McKibben (“Petitioner”), filed a petition under Probate Code section 17200, seeking Respondent’s removal as trustee for various alleged breaches of trust. Petitioner filed an amended petition in July 2017.

  • Hearing

    Mar 04, 2020

IN RE THE RESTATED BRADY FAMILY TRUST

FAMILY REVOCABLE LIVING TRUST

  • Hearing

    Jan 22, 2020

IN RE: JERRY MCKIBBEN AND KAREN TALLENT TRUST

Tallent Revocable Living Trust (the “Trust”). Decedent passed away on October 13, 2014, leaving Respondent as the sole trustee and current beneficiary. On November 22, 2016, Decedent’s son, Keith McKibben (“Petitioner”), filed a petition under Probate Code section 17200, seeking Respondent’s removal as trustee for various alleged breaches of trust. Petitioner filed an amended petition in July 2017.

  • Hearing

    Jan 15, 2020

IN RE: JERRY MCKIBBEN AND KAREN TALLENT TRUST

Tallent Revocable Living Trust (the “Trust”). Decedent passed away on October 13, 2014, leaving Respondent as the sole trustee and current beneficiary. On November 22, 2016, Decedent’s son, Keith McKibben (“Petitioner”), filed a petition under Probate Code section 17200, seeking Respondent’s removal as trustee for various alleged breaches of trust. Petitioner filed an amended petition in July 2017.

  • Hearing

    Jan 08, 2020

IN THE MATTER OF LYTLE 2009 REVOCABLE LIVING TRUST, DTD. OCTOBER 23, 2009

Continue petition for suspension/removal.

  • Hearing

    Nov 14, 2019

  • Type

    Probate

  • Sub Type

    Trust

IN THE MATTER OF LYTLE 2009 REVOCABLE LIVING TRUST, DTD. OCTOBER 23, 2009

Continue petition for suspension/removal.

  • Hearing

    Nov 14, 2019

  • Type

    Probate

  • Sub Type

    Trust

CRANE V. SHEILA S. ZAMUCEN AS TRUSTEE TO THE SHEILA S. ZAMUCEN REVOCABLE LIVING TRUST

Zamucen Revocable Living Trust) Motion for Summary Judgment/Or in the Alternative Summary Adjudication, filed on 8-29-19. Plaintiff is to give notice.

  • Hearing

    Nov 12, 2019

KIMBERLY A. HENRY) ET AL AND CHRISTIAN B. HENRY

Henry Revocable Living Trust (the trust), naming themselves as co-trustees. Upon both parents” deaths. Steven and Christian became successor co-trustees oftrust. The children are the sole and equal beneficiaries ofthe trust. The trust holds partnership interests in five limited partnerships formed and existing under California law. On March 3. 2017, Kimberly and her brother Steven filed suit against Christian and various entities (Case No. 1700816, “the Civil Case”).

  • Hearing

    Aug 14, 2019

IN RE THE JOSHUA AMOTZ BONEH REVOCABLE LIVING TRUST

. §17200(b)(7)(B)(C); Petition for Instructions and For Removal of Trustee ******************* At the hearing on 12/20/18 re the accountings, the parties jointly requested a continuance, which have been continued twice since. Have the parties reached an agreement to settle all pending issues? If the parties have not reached an agreement, the parties will be directed to mediation.

  • Hearing

    Jul 11, 2019

  • Type

    Probate

  • Sub Type

    Trust

LYDIA B. CORRAL V. DEBRA S. HOYT

After Decedent became ill, Plaintiff alleges that Defendant requested Plaintiff vacate and remove her belongings from the Property, and that Defendant then stayed at the Property, and began “a pattern of harassing conduct towards the Plaintiff.” (Compl., ¶¶ 12-15.) There is a related probate action (San Luis Obispo Superior Court Case No. 18PR-0377), In re the Hoyt Family Revocable Living Trust dated September 6, 2000 (the Probate Action).

  • Hearing

    Jul 03, 2019

IN RE THE HUGH M CALLAGHAN REVOCABLE LIVING TRUST

The Court intends to set OSC re Removal/Surcharge of co-trustees John Callaghan and Ragnar Storm-Larsen hearing. The Court will discuss appointment of an interim successor trustee with the sole current beneficiary, Jessie O. Callaghan. The named successor trustees are John Callaghan together with Ragnar Storm-Larsen. IF either is unable to serve, then the other to serve with Wells Fargo Bank.

  • Hearing

    Jun 13, 2019

  • Type

    Probate

  • Sub Type

    Trust

IN RE THE HUGH M CALLAGHAN REVOCABLE LIVING TRUST

The Court intends to set OSC re Removal/Surcharge of co-trustees John Callaghan and Ragnar Storm-Larsen hearing. The Court will discuss appointment of an interim successor trustee with the sole current beneficiary, Jessie O. Callaghan. The named successor trustees are John Callaghan together with Ragnar Storm-Larsen. IF either is unable to serve, then the other to serve with Wells Fargo Bank.

  • Hearing

    Jun 13, 2019

  • Type

    Probate

  • Sub Type

    Trust

IN RE THE HUGH M CALLAGHAN REVOCABLE LIVING TRUST

The Court intends to set OSC re Removal/Surcharge of co-trustees John Callaghan and Ragnar Storm-Larsen hearing. The Court will discuss appointment of an interim successor trustee with the sole current beneficiary, Jessie O. Callaghan. The named successor trustees are John Callaghan together with Ragnar Storm-Larsen. IF either is unable to serve, then the other to serve with Wells Fargo Bank.

  • Hearing

    Jun 13, 2019

  • Type

    Probate

  • Sub Type

    Trust

IN RE THE HUGH M CALLAGHAN REVOCABLE LIVING TRUST

The Court intends to set OSC re Removal/Surcharge of co-trustees John Callaghan and Ragnar Storm-Larsen hearing. The Court will discuss appointment of an interim successor trustee with the sole current beneficiary, Jessie O. Callaghan. The named successor trustees are John Callaghan together with Ragnar Storm-Larsen. IF either is unable to serve, then the other to serve with Wells Fargo Bank.

  • Hearing

    Jun 13, 2019

  • Type

    Probate

  • Sub Type

    Trust

IN RE THE HUGH M CALLAGHAN REVOCABLE LIVING TRUST

The Court intends to set OSC re Removal/Surcharge of co-trustees John Callaghan and Ragnar Storm-Larsen hearing. The Court will discuss appointment of an interim successor trustee with the sole current beneficiary, Jessie O. Callaghan. The named successor trustees are John Callaghan together with Ragnar Storm-Larsen. IF either is unable to serve, then the other to serve with Wells Fargo Bank.

  • Hearing

    Jun 13, 2019

  • Type

    Probate

  • Sub Type

    Trust

IN RE THE JOSHUA AMOTZ BONEH REVOCABLE LIVING TRUST

. §17200(b)(7)(B)(C); Petition for Instructions and For Removal of Trustee ****************************** At the hearing on 12/20/18 the parties jointly requested a continuance. If the parties have not reached an agreement, the Court intends to send the parties to mediation.

  • Hearing

    May 09, 2019

  • Type

    Probate

  • Sub Type

    Trust

IN RE: DWIGHT H. LINDHOLM AND LORETTA LINDHOLM REVOCABLE LIVING TRUST DATED MAY 26,1995 AS AMENDED

Petition to Remove Trustee, to Suspend Powers of Trustee and Appoint a Neutral Trustee, and to Compel an Accounting and Surcharge 3. Petition to Immediately Remove Trustee Pending Trial and to Appoint an Interim, Neutral Successor Trustee 4. Trial Setting Conference This is a continued status conference to discuss status of discovery, stipulations, and a Trial Setting Conference. Counsel should be prepared to discuss settlement attempts, time estimates. proposed witnesses, etc.

  • Hearing

    May 02, 2019

  • Type

    Probate

  • Sub Type

    Trust

IN RE: DWIGHT H. LINDHOLM AND LORETTA LINDHOLM REVOCABLE LIVING TRUST DATED MAY 26,1995 AS AMENDED

Petition to Remove Trustee, to Suspend Powers of Trustee and Appoint a Neutral Trustee, and to Compel an Accounting and Surcharge 3. Petition to Immediately Remove Trustee Pending Trial and to Appoint an Interim, Neutral Successor Trustee 4. Trial Setting Conference This is a continued status conference to discuss status of discovery, stipulations, and a Trial Setting Conference. Counsel should be prepared to discuss settlement attempts, time estimates. proposed witnesses, etc.

  • Hearing

    May 02, 2019

  • Type

    Probate

  • Sub Type

    Trust

IN RE THE JOSHUA AMOTZ BONEH REVOCABLE LIVING TRUST

. §17200(b)(7)(B)(C); Petition for Instructions and For Removal of Trustee ****************************** At the hearing on 12/20/18 the parties jointly requested a continuance. If the parties have not reached an agreement, the parties are sent to mediation.

  • Hearing

    Apr 04, 2019

  • Type

    Probate

  • Sub Type

    Trust

WALTER VAN BUSKIRK III VS CHARLES BLUTH ET AL

The plaintiff claimed that her siblings’ actions with regards to the mother’s revocable living trust constituted financial abuse of an elder. (Id.) The elderly mother intervened in the action, and joined the defendant siblings’ demurrer to the complaint which the court sustained without leave to amend on grounds that plaintiff sibling lacked standing to sue. (Id.)

  • Hearing

    Apr 02, 2019

IN RE THE HUGH M CALLAGHAN REVOCABLE LIVING TRUST

Set for a review hearing re post-mediation status and/or trial setting re: breach of trust and possible removal of trustees.

  • Hearing

    Mar 21, 2019

  • Type

    Probate

  • Sub Type

    Trust

IN RE THE HUGH M CALLAGHAN REVOCABLE LIVING TRUST

Set for a review hearing re post-mediation status and/or trial setting re: breach of trust and possible removal of trustees.

  • Hearing

    Mar 21, 2019

  • Type

    Probate

  • Sub Type

    Trust

IN RE THE HUGH M CALLAGHAN REVOCABLE LIVING TRUST

Set for a review hearing re post-mediation status and/or trial setting re: breach of trust and possible removal of trustees.

  • Hearing

    Mar 21, 2019

  • Type

    Probate

  • Sub Type

    Trust

IN RE THE HUGH M CALLAGHAN REVOCABLE LIVING TRUST

Set for a review hearing re post-mediation status and/or trial setting re: breach of trust and possible removal of trustees.

  • Hearing

    Mar 21, 2019

  • Type

    Probate

  • Sub Type

    Trust

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