To preserve the trust and to respond to perceived breaches of trust, the probate court has wide, express powers to "make any orders and take any other action necessary or proper to dispose of the matters presented" by the § 17200 petition. Schwartz v. Labow, 164 Cal. App. 4th 417, 427 citing § 17206. Among the remedies in the probate court's arsenal, is the express power to remove a trustee on its own motion, without a petition (§ 15642(a); see 3 Gillick et al., Cal. Civil Practice: Probate & Trust Proceedings (1992) Remedies (2005 supp.), Secs. 24:96, pp. 24-102 to 24-105 & 24:47, p. 24-60), along with the express authority to suspend a trustee pending a hearing on a petition for the trustee's removal. Schwartz v. Labow, 164 Cal. App. 4th 417, 427 citing § 15642(e).
More important, the probate court has the "inherent power to decide all incidental issues necessary to carry out its express powers to supervise the administration of the trust." Schwartz v. Labow, 164 Cal. App. 4th 417, 427 citing Estate of Heggstad (1993) 16 Cal. App. 4th 943, 951. “This inherent equitable power of the probate court has long been recognized to encompass the authority to take remedial action.” Id. "Under California trust law, a court can intervene to prevent or rectify abuses of a trustee's powers." Edwards v. Edwards (1998) 61 Cal. App. 4th 599, 604.
“Where a probate court has the express authority to remove a trustee sua sponte (under § 15642(a)), it necessarily has the inherent equitable power to employ the less extreme remedy of suspending most of the trustee's powers and appointing an interim trustee pending a hearing. Schwartz v. Labow, 164 Cal. App. 4th 417, 428 citing Getty v. Getty (1988) 205 Cal. App. 3d 134, 142 (where probate court has authority in exercise of its general jurisdiction to remove a trustee, it may also, in exercise of inherent equity jurisdiction, take the ancillary step of removing only some of the trustee's powers and appointing a trustee ad litem).
The probate court has general power and duty to supervise the administration of trusts. Proceedings in the probate court "concerning the internal affairs of the trust" are commenced with the filing of a petition. §§ 17201, 17200(a); Ross, Cal. Practice Guide: Probate (The Rutter Group 2007) Para. 2:116.20, at 2-76.13.
Under Prob.C. § 17203 for a Trustee removal petition, there is a 30-day statutory notice filing requirement in advance of the hearing.
Under California Probate Code § 15642, a trustee may be removed for any “good cause,” including:
Sterling v. Sterling (2015) 242 Cal. App. 4th 185
The probate court may invoke § 1310(b), where it is found that the trustee is “vulnerable under the law” [and] “determined to be at risk of making serious lapses in judgment and was found unable to manage [...] finances or to resist fraud and undue influence. Sterling v. Sterling (2015) 242 Cal.App.4th 185, 200. The trustee is “properly removed” where this finding is “supported by strong evidence.” Id.
“The general rule that trust beneficiaries must ordinarily pay their own attorney fees in challenging a trustee’s conduct, even when successful....” Leader v. Cords (2010) 182 Cal.App. 4th 1588, 1595.
However, the equitable "common fund" doctrine operates as a well-established exception to that rule. City and County of San Francisco v. Sweet (1995) 12 Cal.4th 105, 110-111; Gray v. Don Miller & Associates, Inc. (1984) 35 Cal.3d 498, 505. “The common fund doctrine recognizes the common law 'historic power of equity to permit the trustee of a fund or property, or a party preserving or recovering a fund for the benefit of others in addition to himself, to recover his costs, including his attorneys' fees, from the fund or property itself or directly from the other parties enjoying the benefit...” The doctrine applies in trust litigation. (E.g., Estate of Reade (1948) 31 Cal.2d 669, 671-672; Winslow v. Harold G. Ferguson Corp. (1944) 25 Cal.2d 274, 277; Hutchinson v. Gertsch (1979) 97 Cal.App.3d 605, 617.)
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\a 1 MATTHEW E. SHEASBY (SBN 197217) F LE SHEASBY AND ASSOCIATES i SUPERIOR COURT 0F CALIFORNIA 9227 Haven Avenue, Suite 280 …
San Bernardino County, CA
Nov 15, 2022
Trust
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MARK D. EVANS, Esg. (Bar No. 134530) LAW OFFICES OF MARK D. EVANS ELECTRONICALLY FILED 13217 Jamboree Road, Suite 406 SUPERIOR COURT OF CALIFORNIA Tustin, CA 92782 COUNTY OF SAN BERNARDINO SAN BERNARDINO DISTRICT P.O. Box 268 Tustin, California 92781 …
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BRYAN C. HARTNELL {STATE BAR NO: 066138} (HMEBmmvaFHMGSUMPmuw HARTNELL LAW GROUP A Professional Corporation 2 5 7 5 7 Redlands BOUlevard SUPERoOR coum or: CALIFORMA AWN Redlands, California 92373—8453 COUNTYOP SAN BERNARDINO …
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DUANE P. BOOTH (SBN:1 19452) F i LE D LAW OFFICES OF DUANE P. BOOTH SUPER|OR COURT 0F CALIFORNIA COUNTY OF SAN BERNARDING 555 N. "D" STREET, SUITE 110 SAN BERNARDING DISTRICT SAN BERNARDINO, …
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V ORIGINAL V JASONL. GAUDY (SBN 228975) GAUDY LAW, INC. 267 D Street Upland, CA 91786 SUPERIOR EOLRLTEQMFORM Tel: 909-982-3 1 99 COUNTY 0F SAN BERNARDINO PROBATE …
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San Bernardino County, CA
Jun 02, 2016
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V SPACE BELOW FOR FILING STAMP ONLY FULLERTON LEMANN SCHAEFER DOMINICK LLP 215 NORTH D STREET FIRST FLOOR 1 SAN BERNARDINO CALIFORNIA 92401 1712 TELEPHONE 909 889 3691 TELECOPIER 909 888 5119 2 3 THOMAS W DOMINICK State Bar 120525 …
Jul 19, 2018
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ELECTRONICALLY FILED SUPERIOR COURT OF CALIFORNIA COUNTY OF SAN BERNARDINO …
San Bernardino County, CA
Mar 24, 2023
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Mar 17, 2023
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San Bernardino County, CA
Mar 17, 2023
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Candice Garcia-Rodrigo
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SUPERIOR COURT OF THE STATE OF CALIFORNIA COUNTY OF YOLO PROBATE MINUTE ORDER JUDGE: HONORABLE SAMUEL T. MCADAM DATE: 10/01/2020 CASE NO: PR-2020-148 TITLE: MATTER OF RUBIO REVOCABLE TRUST PROCEERINGS: PETITION CLERK: Cte REPORTER: APPEARANC 9 OCourt orders reimbursement of Court — Investigator Fees in the sum of $__. Other orders;. NEXT SCHEDULED APPEARANCE 1 ODate. Time. For. Dept, 2 ODate: Time. For. Dept 3 U Continued by court's motion (CTC) 40 Continued by partie…
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SUPERIOR COURT OF THE STATE OF CALIFORNIA COUNTY OF YOLO PROBATE MINUTE ORDER JUDGE: HONORABLE SAMUEL T. MCADAM DATE: 10/01/2020 CASE NO: PR-2020-148 TITLE: MATTER OF RUBIO REVOCABLE TRUST PROCEEDINGS: PETITION CLERK: REPORTER: APPEARANCES…
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Yolo County, CA
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i RAMONA E VERDUZCO SBN 216979 Deputy County Counsel 2 MICHELLE D BLAKEMORE SBN 134107 S fi j cR g NARDINO County Counsel 3 385 North Arrowhead Avenue 4th Floor QV …
Nov 06, 2018
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San Bernardino County, CA
Nov 06, 2018
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RICHARD G. ANDERSON, ESQ. - STATE BAR NO. 041% ANDERSON & LEBLANC, 1365 West A.P.L.C. L supemoa coum EDcmFonmn Foothill Boulevard coumv 0F SAN aenumomo Suite 2 …
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ELECTRONICALLY FILED SUPERIOR COURT OF CALIFORNIA COUNTY OF SAN BERNARDINO FONTANA DISTRICT 1/3/202…
San Bernardino County, CA
Jan 03, 2024
Trust
Candice Garcia-Rodrigo
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CIV-110 ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address): Carolina Gonzalez—Rondan, Esq. SBN: 332857 …
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Superior Court of California, County of Butte Minute Order Anna Lorene Hall Irrevocable Trust of 1998 19PR00204 Hearing Type: Petition Hearing Petition to Remove Trustee and Appoint Successor Trustee; Compel Trustee to Account; and Surcharge Trustee Hearing Date: February 18, 2020 at 9:00 AM …
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LAW OFFICES OF TODD A. MURRAY, INC. Sumerlor Cour'lof Califomla Todd A. Murray (SBN 075364) F F County 0i Butte 1050 Fulton Aven…
Jul 27, 2018
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1 BRYAN C HARTNELL STATE BAR NQ 0 66138 sPACE BEzow o FZLZNG sT p oNLY HARTNELL LAW GROUP 2 A Professional Corpora ion A 25757 REDLANDS …
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San Bernardino County, CA
Mar 22, 2019
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14 pages
F é} L ED MATTHEW E. SHEASBY (SBN 197617) SUPERIOR COURT 0F CALgFORNeA COUNTY 0F SAN BERNARDINQ SHEASBY AND ASSOCIATES SAN szERNARmNo msmacr 9227 Haven Ave…
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Jan 29, 2020
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San Bernardino County, CA
Jan 29, 2020
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G J j u y SPACE BELOW FOR FILING STAMP ONLY J Attorney at Law 2 State Bar No 134553 10700 CIVIC CENTER DRIVE 3 SUITE 100 C …
Oct 12, 2016
Inactive
San Bernardino County, CA
Oct 12, 2016
Petition for Probate
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ELECTRONICALLY FILED SUPERIOR COURT OF CALI :ORNIF …
San Bernardino County, CA
Oct 09, 2023
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Candice Garcia-Rodrigo
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qr- ELECTRONICALLY FILED 4/11/2023 2:18 PM Superior Court of California …
Apr 11, 2023
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San Bernardino County, CA
Apr 11, 2023
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V V Damian G. Garcia, SBN 244864 SUPERIOR COURT 0F CALlFORNIA & Jams, Attorneys ' _ Banks, Garc1a …
San Bernardino County, CA
Sep 20, 2021
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WILLIAM M. NASSAR, ESQ, (SBN 171787) WILLIAM M. NASSAR & ASSOCIATES supER.ORFc<§u%T§FRUFORN. F\ wnassar@nassarlaw.com Cgm’gggf SDAN BERNARDINO …
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J. DAVID HORSPOOL {STATE BAR NO: 098587} (SPACE BELOW FOR FILING STAMP ONLY) THE HORSPOOL LAW GROUP A Professional Corporation 300 E. State Street, Ste. 200 Redlands, California 92373 …
San Bernardino County, CA
Oct 09, 2023
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08/06/2022 THU 15I03 FAX @002/043 WILLIAM C. MORISON (No. 99981) F LE D…
San Bernardino County, CA
Apr 04, 2022
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F Superior Court ol Cattomia F JOHN W. D’EWART (SBN 155084) County of Butte Attorney at Law | 669 Palmetto Avenue, Ste. F JUN 26 2018 L Chico, California 95973 …
Butte County, CA
Jul 31, 2018
2 pages
1 ROBERT r SceauEx rschauer@rschauerlaw com SBN 48614 SUPERIQ COUN CY CtF 5AN R qt MF pRNIA …
Nov 05, 2019
Appealed
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DAVID LIVINGSTONE TAUB, ESQ. (SBN 246660) SUPERIOHEDOIUlfiTgFQALIFORNIA WILLIAM NASSAR & ASSOCIATES comm 0F SAN aenNAnomo …
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To Attn Civil Clerk San Bernardino Court Page 2 af 53 2Q20 1 Q 20 22 28 23 GMT 19519406250 From RICHARD HASSEN SItF FRI…
San Bernardino County, CA
Oct 21, 2020
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JOHN Chico, Telephone: w. Attorney at Law D‘EWART (SBN 669 Palmetto Avenue, California 95973 (530) 899-7071 Attorney for Petitioner, …
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dowected oo, o ~ SUPERIOR COURT OF THE STATE OF CALIFORNIA COUNTY OF YOLO PROBATE MINUTE ORDER JUDGE: THOMAS E. WARRINER CASENO: YOSU-CVP2-2018-209 TITLE: MATTER OF ZURBORG TRUST DATE: 15th day of November, 2018 PROCEEDINGS: PETITION TO REMOVE TIME: 9:00 AM TRUSTEE; APPOINT SUCCESSOR TRUSTEE; AND COMPEL AN ACCOUNTING CLERK: wgalindo COURT REPORTER: APPEARANCES 1 @ Petitioner Present DONNA GARCIA 2 BM WIBy Attorney JENNIFER M. SCHMITT (¢d)™4 ‘ell 3 © Dep. Co. Counsel JAMES CILLEY, Primary …
Sep 05, 2018
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4 pages
JOHN w. Attorney at Law D’EWART(SBN155084) 669 Palmetto Avenue, Chico, California 95926 Telephone: (530) Attorney for Petitioner, Suite 899-7071 …
Butte County, CA
Jul 31, 2018
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F ccgulfiTgF CALIFORNIA Sténgflg‘r} SUZANNE M. GRAVES, SBN 132055 SAN BE§§A%A07~B§§%§%?$° LAW OFFICES OF SUZANNE M. GRAVES, INC. 13 l7 …
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Mary M. Bader, SBN 248518 Law Office of Maxy M. Bader SUPERIOR CO Floggggmfi …
San Bernardino County, CA
Apr 24, 2023
Trust
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Superior Court of California, County of Butte Minute Order Anna Lorene Hall Irrevocable Trust of 1998 19PR00204 Hearing Type: Petition Hearing Petition to 1) Remove Trustee and Appoint Successor Trustee; 2) Compel Trustee to Account; and 3) Surcharge Trustee Hearing Date: October 15, 2019 at 9:00 AM …
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f Electronically FILED by uperior Court of California County of Los Angeles 1 24 2018 12 56 PM Sherri R Carter Executive Officer Clerk By H Suh Deputy CI k 1 NOLEN P MILBURN JR 82341 LAW OFFICE OF NOLEN MILBURN a PC 2 1125 West Avenue M 14 Suite A 3 Palmdale …
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I i c N RUFORNiA JASON L GAUDY SBN 228975 Tu …
San Bernardino County, CA
Jan 13, 2016
Petition for Probate
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Superior Court of California, County of Butte Minute Order The Thea Max Revocable Living Trust 22PR00018 Hearing Type: Petition Hearing Petition to Remove Trustee and Appoint Successor Trustee; continued from 7/26/22, …
Jan 13, 2022
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40 pages
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1 r 1 Kariann M Voorhees SBN 295290 Holly M Ratzlaff SBN 292936 I L D 2 SUPERIOR COURT Voorhees Law Group P C COUNTY OF SAN BERNARDINO 13831 Roswell Ave Suite D …
Apr 28, 2017
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Superior ' Court of California, County of Butte Minute Order Schwein, Caslyn L. Testamentary Trust 16PR00368 Heari…
Oct 27, 2016
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Donna Patricia Foy, Proposed Successor Trustee 5463 N. Paramount Blvd, #20] Long Beach, CA 90805 bWN— (562)296-5306 sumo; £255.50 SUPERIOR COURT OF CALIFORNIA FOR THE COUNTY 0F SAN BERNARDINO …
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Oct 12, 2016
Inactive
San Bernardino County, CA
May 01, 2023
Petition for Probate
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ha BROWN WHITE & OSBORN LLP F a. W JACK B. OSBORN (Bar No. 230447) mum 0s F )PERIOR CALsFORNm b3 JACOB H. VANDER FEER (Bar N0. 335423) …
San Bernardino County, CA
Jun 09, 2022
Trust
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F l SUPERIOR COURT 0F CALIFORNIA LE D Y …
Oct 24, 2023
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San Bernardino County, CA
Oct 24, 2023
Trust
Candice Garcia-Rodrigo
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Marisa Marino 3795 Modesto Dr. San Bemardino. CA 92404 WM” Weghggtmn W …
20 pages
BRYAN C. HARTNELL {STATE BAR NO: 066138} (flgfifiggfi?fiuwgmgmyomm HARTNELL LAW GROUP COUNTY EgflQFCALwop A Professional Corporation SANBHmmhm¢§gmeWgM 25757 Redlands Boulevard w …
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Jan 30, 2007
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ELECTRONICALLY FILED SUPERIOR COURT OF CALIFORNIA COUNTY OF SAN BERNARDINO SAN BERNARDINO DISTRICT BrettMurdock (SBN: 28 1 8 1 6) The Law Offices of Brett Murdock 8/14/2023 12:31 …
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Superior Court of California, County of Butte Minute Order Anna Lorene Hall Irrevocable Trust of 1998 19PR00204 Hearing Type: Petition Hearing Petition to (1) Remove Trustee and Appoint Successor Trustee (2) Compel Trustee to …
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(SPACE BELOW FOR FILING STAMP ONLY) FULLERTON. LEMANN, SCHAEFER & DOMINICK, LLP 215 NORTH D STREET. FIRST FLOOR SAN BERNARDINO, CALIFORNIA 92401 -1 71 2 TELEPHONE (909) 889-3691 TELECOPIER (909) 888-51 19 Su F …
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1 SU P CHEAH SBN 248726 Law Office ofSu P Cheah 2 15431 Anacapa Road Suite B Victorville CA 92392 S ERi p LIFORNIA 3 Tel 760 241 9884 r KoiNo …
San Bernardino County, CA
Jul 27, 2016
Petition for Probate
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AUG/2a/2022/FR1; 03:05 PM m No. P. 002 moacou‘“ 32am!“ MARKW. BDBLSTEIN, ESQ. [SEN 197778] sfim$s§5uo msmCT …
San Bernardino County, CA
Aug 26, 2022
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San Bernardino County, CA
Mar 24, 2017
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1 page
Superior Court of California, County of Butte Minute Order The Thea Max Revocable Living Trust 22PR00018 Hearing Type: Petition Hearing Petitition to Remove Trustee and Appoint Successor Trustee Hearing Date: September 27, 2022 at 9:00 AM Location: NC-3; Department 1 - …
Jan 13, 2022
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Superior Court of California, County of Butte Minute Order The Thea Max Revocable Living Trust 22PR00018 Hearing Type: Petition Hearing Petition to Remove Trustee & Appoint Successor Trustee; Continued Hearing Date: …
Jan 13, 2022
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Dec 27, 2023
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San Bernardino County, CA
Dec 27, 2023
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Jun 01, 2020
Under Court Supervision
San Bernardino County, CA
Dec 28, 2022
Trust
26 pages
F Superior Court of California F JOHN W. D’EWART (SBN 155084) Attorney at Law | County of Butte | 669 Palmetto Avenue, Suite F L 5/18/2021 L Chico, CA 95926 …
Mar 26, 2021
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1 d C Sf SPACE BELOW FOR FILING STAMP ONLI EDWARD B FISCHEL LL M SBN 155213 2 A al Law Corporation Professio 459 West 4 Street u ERip e …
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Apr 08, 2013
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San Bernardino County, CA
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LESTER, CANTRELL & KRAUS, LLP Colin A. Northcutt [SBN 251073] F I L E …
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Oct 30, 2020
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Superior Court of California, County of Butte Minute Order The Thea Max Revocable Living Trust 22PR00018 Hearing Type: Petition Hearing Petition to Remove Trustee & Appointment of Successor Trustee; Continued Hearing Date: January 03, 2023 at 9:00 AM Location: NC-3; Department 1 - …
Jan 13, 2022
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3 pages
Superior Caurt of Califamia F F Erwin Williams (206908) Guuniy cl Butla …
Butte County, CA
Dec 17, 2019
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pd KARIN E. HORSPOOL {STATE BAR NO: 205015} LAW OFFICE 0F ‘KARIN E. HORSPOOL ‘niw BREW; STAMP ONLY) S‘c’gfiévaigégfl R&Brooksidegkvew #430 35%.?333…
Aug 07, 2002
Under Court Supervision
San Bernardino County, CA
Dec 28, 2022
Trust
44 pages
Lawyaw Package ID: d1 35fb59-d6a2—49e4—8a48-fa7a2b6f8904 RYAN E. FENDER Bar No. 315532 LAW OFFICE 0F RYAN E. FENDER SUPEHOREJCLk figummm 300 E State St., Ste 200 …
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1 page
SUPERIOR COURT OF THE STATE OF CALIFORNIA COUNTY OF YOLO PROBATE MINUTE ORDER JUDGE: HONORABLE SAMUEL T. MCADAM DATE: 03/05/2021 CASE NO: PR-2020-132 TITLE: MATTER OF CADINHA TRUST PROCEEDINGS: PETITION for Removal of Trustee. CLERK: (eds fer- REPORTER: APREARANCES -Via. Zoowe T[aPresent M. Cad iMio- 8 CO Parties referred to FLF for referral to mediation 9 OCourt orders reimbursement of Court Investigator Fees in the sum of ofS. 100Other orders:, SPRTByARs: BZ Ala [eleose 3 Dep.Co.Co…
Jul 14, 2020
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n 1 COURT 1 RANDOLPH M SHARON ESQ SBN 118607 OSANGELES S R …
San Bernardino County, CA
Jun 17, 2009
Trust
1 page
SUPERIOR COURT OF THE STATE OF CALIFORNIA COUNTY OF YOLO PROBATE MINUTE ORDER JUDGE: HONORABLE SAMUEL T. MCADAM DATE: 12/03/2020 CASE NO: PR-2020-132 TITLE: MATTER OF CADINHA TRUST PROCEEDINGS: PETITION for Removal of Trustcé CLERK: (Weloster REPORTER: APPEARANCES -ViQ Zoom {APresent B Gadintra SEANByAtys: Hake kes 8 O Parties referred to FLF for referral to mediation 9 OCourt orders reimbursement of Court Investigator Fees in the sum of $ 100 Other orders: 30Dep.Co.Counsel: NEX…
Jul 14, 2020
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SHEPPARD, MULLIN. RICHTER & HAMPTON LLP A Limited Liability Partnership F 5UP“)! Cfiul't bf Califflmia Including Professional Corporations mm,“ Bum STEVEN P. BRACCINI, Cal. Bar No. 230708 I KENDAL…
Butte County, CA
Dec 17, 2019
10 pages
SHEPPARD, MULLIN. RICHTER & HAMPTON LLP A Limited Liability Partnership F 5UP“)! Cfiul't bf Califflmia Including Professional Corporations mm,“ Bum STEVEN P. BRACCINI, Cal. Bar No. 230708 I …
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DE-120 FOR COURT USE ONLY NAME: David R. Grifftth Steven J. ChamberlinI70l72350239 FTRMNAME: Griffith & Horn, LLP sTREETADDREss' 1530 Humboldt Rd., Ste. 3 crv: Chico srArE: CA ztP …
2 pages
10/20/2023 1 | DAVID R, GRIFFITH, ESQ. (SBN 170172) | GRIFFITH & HORN, LLP 2 | 1530 Humboldt Road, Suite 3 Chico, California 95928 3 | Telephone: (530) 812-1000 Facsimile: (530) 809-1093 4 || Email: david@davidgriffithlaw.com 5 || Attorney for Petitioner, | DEREK SHELDON …
1 page
Superior Court of California, County of Butte Minute Order The Thea Max Revocable Living Trust 22PR00018 Hearing Type: Petition Hearing Petition to Remove Trustee and to Appoint Successor Trustee Hearing Date: July 26, 2022 at 9:00 AM Location: NC-3; Department 1 - …
Jan 13, 2022
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Damian G Garcia Bar No 244864 SUPERIQh COURT Banks Garcia Janis Attorneys COUN AN BE Y …
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