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

BRUCE E. WICK VS, ALL PERSONS CLAIMING ANY INTEREST IN CERTAIN REAL PROPERTY, ET AL

Wick Revocable Living Trust ("Wick" or "plaintiff'), Tracing the property’s history, the Lagunitas Development Company ("LDC") purchased most of the San Geronimo Valley in the early 19005 from the Mallaird Estate. In or around 1922 LDC recorded a subdivision map of Woodacre.

  • Hearing

ESTATE OF LAURENCE O PILGERAM

Alcor alleges: In 1993, Laurence set up “The Laurence Pilgeram Trust; The Pilgeram Trust” with a Revocable Living Trust Agreement. The Trust Agreement required the transfer of substantially all assets of the Trust to the Pilgeram Foundation, a 501(c)(3) corporation dedicated to the advancement of cryonics research. In 1998, Laurence opened a trust account for his Trust at Morgan Stanley: “Dr. Laurence Pilgeram Trustee FBO The Pilgeram Trust.”

  • Hearing

IN RE THE ELMER E. WHIPPLE, JR. 1993 REVOCABLE LIVING TRUST

Hearing: 1) OSC re Removal of Trustee's Petition to Approve Accounting; 2) Petition For Damages For Breach of Trust; For Removal of Trustee; and For Order Compelling Trustee to Account (Probate Code §17200; §15642) ********************* The court intends to suspend John Whipple as trustee of the Elmer E. Whipple Jr. Trust and appoint an interim trustee. The court intends to refer the parties to mediation, or in the alternative, set a hearing re evidentiary hearing.

  • Hearing

  • Type

    Probate

  • Sub Type

    Trust

IN RE HARTMAN REVOCABLE LIVING TRUST

Hearing: Petition to Remove Trustee and Suspension of Powers of Trust and For Appointment of Successor Trustee; For an Order to Compel an Accounting; For Surcharge; and For Other Orders ******************** The Court intends to order co-trustees Glenn Hartman and Theresa M. Ryan to provide a statutorily compliant account for the period beginning when co-trustees became successor trustees of the trust through the date of this hearing.

  • Hearing

  • Type

    Probate

  • Sub Type

    Trust

ESTATE OF LAURENCE O PILGERAM

Alcor alleges: In 1993, Laurence set up “The Laurence Pilgeram Trust; The Pilgeram Trust” with a Revocable Living Trust Agreement. The Trust Agreement required the transfer of substantially all assets of the Trust to the Pilgeram Foundation, a 501(c)(3) corporation dedicated to the advancement of cryonics research. In 1998, Laurence opened a trust account for his Trust at Morgan Stanley: “Dr. Laurence Pilgeram Trustee FBO The Pilgeram Trust.”

  • Hearing

THE VIOLA E COX TRUST ET AL VS VERNA MONDON ET AL

Defendant Verna Mondon allegedly deposited proceeds from the sale of a house into an account co-owned in Defendant’s own name, even though the proceeds were supposed to go into a revocable living trust for eventual distribution to trust beneficiaries. Defendant Vista Cove allegedly participated in a scheme with Defendant Mondon to isolate decedent Viola Cox and prevent communication with other family members. Plaintiff Nicholas Gary, Personal Representative of Decedent Viola E.

  • Hearing

IN RE HARTMAN REVOCABLE LIVING TRUST

(Probate Code §17203) DE-120 mailed 03/30/2020 for the 05/06/2020 hearing to the trust beneficiaries, however Glenn Hartman and Theresa Ryan were served at incorrect addresses as noted in the Errata to Petition to Remove Trustee and Suspension of Powers of Trustee and For Appointment of Successor Trustee; For an Order to Compel an Accounting; For Surcharge; and For Other Orders filed 06/10/2020. The notice was therefore deficient.

  • Hearing

  • Type

    Probate

  • Sub Type

    Trust

IN RE HARTMAN REVOCABLE LIVING TRUST

(Probate Code §17203) DE-120 mailed 03/30/2020 for the 05/06/2020 hearing to the trust beneficiaries, however Glenn Hartman and Theresa Ryan were served at incorrect addresses as noted in the Errata to Petition to Remove Trustee and Suspension of Powers of Trustee and For Appointment of Successor Trustee; For an Order to Compel an Accounting; For Surcharge; and For Other Orders filed 06/10/2020. The notice was therefore deficient.

  • Hearing

  • Type

    Probate

  • Sub Type

    Trust

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

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

IN RE THE RESTATED BRADY FAMILY TRUST

FAMILY REVOCABLE LIVING TRUST

  • Hearing

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

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

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

Continue petition for suspension/removal.

  • Hearing

  • Type

    Probate

  • Sub Type

    Trust

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

Continue petition for suspension/removal.

  • Hearing

  • 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

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

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

  • 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

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

  • 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

  • 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

  • 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

  • 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

  • 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

  • Type

    Probate

  • Sub Type

    Trust

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