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In The Matter Of Trust For Benefit Of Lisa Lemmon Palma Established Under Will Of Millard A Waldheim

Case Last Refreshed: 8 months ago

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Bank Of America, N.A., filed a(n) Trusts - Probate case in the jurisdiction of San Francisco County. This case was filed in San Francisco County Superior Courts with Mary E. Wiss presiding.

Case Details for Bank Of America, N.A. v.

Case Number

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Judge

Mary E. Wiss

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Filing Date

September 27, 2007

Category

Trust (Petition For Instructions Regarding Trust Investments And For Addition Of Trustee Removal And Replacement Provision)

Last Refreshed

August 31, 2023

Practice Area

Probate

Filing Location

San Francisco County, CA

Matter Type

Trusts

Case Cycle Time

1299 days

Parties for Bank Of America, N.A. v.

Plaintiffs

Bank Of America, N.A.

Attorneys for Plaintiffs

Other Parties

Palma, Lisa Lemmon (Trustor)

Skootsky, Seth Morris (Attorney)

Case Documents for Bank Of America, N.A. v.

for In The Matter Of Trust For Benefit Of Lisa Lemmon Palma Established Under Will Of Millard A Waldheim

ORDER MODIFYING TRUSTEE TO CLARIFY TRUSTEE INVESTMENT AUTHORITY, MODIFYING LIMITATION ON TRUSTEE COMPENSATION, RATIFYING PRIOR FUTURE CHANGE OF SITUS OF ADMINISTRATION AND GOVERNING LAW

Date: April 18, 2011
for In The Matter Of Trust For Benefit Of Lisa Lemmon Palma Established Under Will Of Millard A Waldheim

DECLARATION RE: SPECIAL SETTING OF PETITION FOR INSTRUCTIONS REGARDING TRUST INVESTMENTS AND FOR ADDITION OF TRUSTEE REMOVAL AND REPLACEMENT PROVISION FILED BY PETITIONER BANK OF AMERICA, N.A.

Date: September 27, 2007
for In The Matter Of Trust For Benefit Of Lisa Lemmon Palma Established Under Will Of Millard A Waldheim

NOTICE OF HEARING FILED BY PETITIONER BANK OF AMERICA, N.A.

Date: September 29, 2010
for In The Matter Of Trust For Benefit Of Lisa Lemmon Palma Established Under Will Of Millard A Waldheim

DECLARATION (SUPPLEMENTAL) ADDRESSING POINTS RAISED IN PROBATE EXAMINER'S NOTES FILED BY PETITIONER BANK OF AMERICA, N.A.

Date: February 15, 2011
for In The Matter Of Trust For Benefit Of Lisa Lemmon Palma Established Under Will Of Millard A Waldheim

PROBATE EX PARTE APPLICATION FOR ORDER FOR APPOINTMENT OF GUARDIAN AD LITEM FILED BY PETITIONER BANK OF AMERICA, N.A.

Date: December 08, 2010
for In The Matter Of Trust For Benefit Of Lisa Lemmon Palma Established Under Will Of Millard A Waldheim

PROOF OF SERVICE BY MAIL FILED BY PETITIONER BANK OF AMERICA, N.A.

Date: November 02, 2010
for In The Matter Of Trust For Benefit Of Lisa Lemmon Palma Established Under Will Of Millard A Waldheim

ORDER APPOINTING GUARDIAN AD LITEM [EX PARTE]

Date: December 10, 2010
for In The Matter Of Trust For Benefit Of Lisa Lemmon Palma Established Under Will Of Millard A Waldheim

NOTICE OF HEARING FILED BY PETITIONER BANK OF AMERICA, N.A.

Date: September 27, 2007
for In The Matter Of Trust For Benefit Of Lisa Lemmon Palma Established Under Will Of Millard A Waldheim

PROOF OF SERVICE BY MAIL FILED BY PETITIONER BANK OF AMERICA, N.A.

Date: September 28, 2007
for In The Matter Of Trust For Benefit Of Lisa Lemmon Palma Established Under Will Of Millard A Waldheim

DECLARATION AND CONSENT OF LILLIAN E.NG AS GUARDIAN AD LITEM FOR TRUST BENEFICIARIES BROOKE MAKENA PALMA AND ELLIE ROSE PALMA, MINORS FILED BY PETITIONER BANK OF AMERICA, N.A.

Date: December 14, 2010
for In The Matter Of Trust For Benefit Of Lisa Lemmon Palma Established Under Will Of Millard A Waldheim

PETITION FOR INSTRUCTIONS REGARDING TRUST INVESTMENTS AND FOR ADDITION OF TRUSTEE REMOVAL AND REPLACEMENT PROVISION FILED BY PETITIONER BANK OF AMERICA, N.A. AS TO TRUSTOR PALMA, LISA LEMMON HEARING SET FOR OCT-31-2007 AT 09:00 AM IN DEPT 204

Date: September 27, 2007
for In The Matter Of Trust For Benefit Of Lisa Lemmon Palma Established Under Will Of Millard A Waldheim

CONSENT AND WAIVER OF NOTICE OF LISA LEMMON PALMA TO PETITION FOR INSTRUCTIONS REGARDING TRUST INVESTMENTS AND FOR ADDITION OF TRUSTEE REMOVAL AND REPLACEMENT PROVISION AND AMENDMENT TO PETITION FILED BY PETITIONER BANK OF AMERICA, N.A.

Date: October 25, 2007
for In The Matter Of Trust For Benefit Of Lisa Lemmon Palma Established Under Will Of Millard A Waldheim

CONSENT BY TRUST BENEFICIARY TO MODIFY TRUST (3) FILED BY PETITIONER BANK OF AMERICA, N.A.

Date: November 02, 2010
for In The Matter Of Trust For Benefit Of Lisa Lemmon Palma Established Under Will Of Millard A Waldheim

DECLARATION BY TRUSTEE RE VALUE OF TRUST ASSETS FILED BY PETITIONER BANK OF AMERICA, N.A.

Date: December 08, 2010
for In The Matter Of Trust For Benefit Of Lisa Lemmon Palma Established Under Will Of Millard A Waldheim

ORDER APPROVING PETITION FOR INSTRUCTIONS REGARDING TRUST INVESTMENTS AND FOR ADDITION OF TRUSTEE REMOVAL AND REPLACEMENT PROVISION

Date: October 31, 2007

Case Events for Bank Of America, N.A. v.

Date Type Description
April 18, 2011 Docket Event ORDER MODIFYING TRUSTEE TO CLARIFY TRUSTEE INVESTMENT AUTHORITY, MODIFYING LIMITATION ON TRUSTEE COMPENSATION, RATIFYING PRIOR FUTURE CHANGE OF SITUS OF ADMINISTRATION AND GOVERNING LAW
View Document
April 18, 2011 Docket Event PETITION TO MODIFY TRUST TO CLARIFY TRUSTEE INVESTMENT AUTHORITY, MODIFY LIMITATION ON TRUSTEE COMPENSATION, RATIFY PRIOR INVESTMENTS, AND PERMIT FUTURE CHANGE OF SITUS OF ADMINISTRATION AND GOVERNING LAW, CALENDAR OF MAR-30-2011, GRANTED PER WRITTEN ORDER AS MODIFIED.
March 30, 2011 Docket Event PETITION TO MODIFY TRUST TO CLARIFY TRUSTEE INVESTMENT AUTHORITY, MODIFY LIMITATION ON TRUSTEE COMPENSATION, RATIFY PRIOR INVESTMENTS, AND PERMIT FUTURE CHANGE OF SITUS OF ADMINISTRATION AND GOVERNING LAW, CALENDAR OF MAR-30-2011, TAKEN UNDER SUBMISSION AS OF MAR-30-2011
March 30, 2011 Hearing Petition To Modify Trust To Clarify Trustee Investment Authority, Modify Limitation On Trustee Compensation, Ratify Prior Investments, And Permit Future Change Of Situs Of Administration And Governing Law

Judge: MARY E. WISS
March 16, 2011 Docket Event PETITION TO MODIFY TRUST TO CLARIFY TRUSTEE INVESTMENT AUTHORITY, MODIFY LIMITATION ON TRUSTEE COMPENSATION, RATIFY PRIOR INVESTMENTS, AND PERMIT FUTURE CHANGE OF SITUS OF ADMINISTRATION AND GOVERNING LAW CONTINUED FROM MAR-16-2011 TO MAR-30-2011 AT 09:00 AM IN DEPT 204 PER COURT
March 16, 2011 Hearing Petition To Modify Trust To Clarify Trustee Investment Authority, Modify Limitation On Trustee Compensation, Ratify Prior Investments, And Permit Future Change Of Situs Of Administration And Governing Law

Judge: MARY E. WISS
March 02, 2011 Docket Event PETITION TO MODIFY TRUST TO CLARIFY TRUSTEE INVESTMENT AUTHORITY, MODIFY LIMITATION ON TRUSTEE COMPENSATION, RATIFY PRIOR INVESTMENTS, AND PERMIT FUTURE CHANGE OF SITUS OF ADMINISTRATION AND GOVERNING LAW CONTINUED FROM MAR-02-2011 TO MAR-16-2011 AT 09:00 AM IN DEPT 204 PER COURT
March 02, 2011 Hearing Petition To Modify Trust To Clarify Trustee Investment Authority, Modify Limitation On Trustee Compensation, Ratify Prior Investments, And Permit Future Change Of Situs Of Administration And Governing Law

Judge: MARY E. WISS
February 16, 2011 Docket Event MINI-MINUTES FOR FEB-16-2011 9:00 AM FOR DEPT 204
February 16, 2011 Docket Event PETITION TO MODIFY TRUST TO CLARIFY TRUSTEE INVESTMENT AUTHORITY, MODIFY LIMITATION ON TRUSTEE COMPENSATION, RATIFY PRIOR INVESTMENTS, AND PERMIT FUTURE CHANGE OF SITUS OF ADMINISTRATION AND GOVERNING LAW CONTINUED FROM FEB-16-2011 TO MAR-02-2011 AT 09:00 AM IN DEPT 204 PER COURT
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