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In The Matter Of The Aloha Ailes 2000 Trust Dated June 8, 2000 Trust

Case Last Refreshed: 8 months ago

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Fidelity Personal Trust Company, Fsb, filed a(n) Trusts - Probate case represented by Palmer, Virginia, in the jurisdiction of San Francisco County. This case was filed in San Francisco County Superior Courts with Sue M. Kaplan presiding.

Case Details for Fidelity Personal Trust Company, Fsb v.

Case Number

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Judge

Sue M. Kaplan

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Filing Date

September 30, 2010

Category

Trust (Petition For Interpretation And Instructions Regarding Trust Provisions, To Approve Termination Of Trust, And To Ascertain Beneficiaries)

Last Refreshed

August 31, 2023

Practice Area

Probate

Filing Location

San Francisco County, CA

Matter Type

Trusts

Case Cycle Time

175 days

Case Complaint Summary

This complaint is related to the Aloha L. Ailes 2000 Trust. The document is a Second Consent to Distribution of the trust, signed by various beneficiaries. The consent outlines the distribution of the trust estate, including tangible personal propert...

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Parties for Fidelity Personal Trust Company, Fsb v.

Plaintiffs

Fidelity Personal Trust Company, Fsb

Attorneys for Plaintiffs

Palmer, Virginia

Other Parties

Aloha Ailes 2000 Trust Dated June 8, 2000 (Trustor)

Fidelity Personal Trust Company, Fsb (Trustee)

Case Documents for Fidelity Personal Trust Company, Fsb v.

for In The Matter Of The Aloha Ailes 2000 Trust Dated June 8, 2000 Trust

SECOND CONSENT TO DISTRIBUTION OF THE ALOHA L. AILES 2000 TRUST IN CONNECTION WITH THE AMENDED PETITION FOR INTERPRETATION AND INSTRUCTIONS REGARDING TRUST PROVISIONS, TO APPROVE TERMINATION OF TRUST, AND TO ASCERTAIN BENEFICIARIES FILED BY TRUSTEE FIDELITY PERSONAL TRUST COMPANY, FSB

Date: March 16, 2011
for In The Matter Of The Aloha Ailes 2000 Trust Dated June 8, 2000 Trust

PROOF OF SERVICE BY MAIL FILED BY PETITIONER FIDELITY PERSONAL TRUST COMPANY, FSB

Date: February 24, 2011
for In The Matter Of The Aloha Ailes 2000 Trust Dated June 8, 2000 Trust

ORDER INTERPRETING TRUST PROVISIONS AND INSTRUCTING TRUSTEE; TO APPROVE TERMINATION OF TRUST, AND TO ASCERTAIN BENEFICIARIES

Date: March 24, 2011
for In The Matter Of The Aloha Ailes 2000 Trust Dated June 8, 2000 Trust

PROOF OF SERVICE BY MAIL FILED BY PETITIONER FIDELITY PERSONAL TRUST COMPANY, FSB

Date: December 09, 2010
for In The Matter Of The Aloha Ailes 2000 Trust Dated June 8, 2000 Trust

NOTICE OF HEARING [AMENDED] FILED BY PETITIONER FIDELITY PERSONAL TRUST COMPANY, FSB

Date: November 24, 2010
for In The Matter Of The Aloha Ailes 2000 Trust Dated June 8, 2000 Trust

PROOF OF SERVICE BY MAIL FILED BY PETITIONER FIDELITY PERSONAL TRUST COMPANY, FSB

Date: January 20, 2011
for In The Matter Of The Aloha Ailes 2000 Trust Dated June 8, 2000 Trust

CONSENT TO DISTRIBUTION OF THE ALOHA L AILES 2000 TRUST IN CONNECTION WITH THE AMENDED PETITION FOR INTERPRETATION AND INSTRUCTIONS REGARDING TRUST PROVISIONS TO APPROVE TERMINATION OF TRUST, AND TO ASCERTAIN BENEFICIARIES FILED BY PETITIONER FIDELITY PERSONAL TRUST COMPANY, FSB

Date: February 14, 2011
for In The Matter Of The Aloha Ailes 2000 Trust Dated June 8, 2000 Trust

PROOF OF SERVICE BY MAIL FILED BY PETITIONER FIDELITY PERSONAL TRUST COMPANY, FSB

Date: November 12, 2010
for In The Matter Of The Aloha Ailes 2000 Trust Dated June 8, 2000 Trust

VERIFICATION FOR AMENDED PETITION FOR INTERPRETATION AND INSTRUCTIONS REGARDING TRUST PROVISIONS, TO APPROVE TERMINATION OF TRUST, AND TO ASCERTAIN BENEFICIARIES FILED BY PETITIONER FIDELITY PERSONAL TRUST COMPANY, FSB

Date: December 09, 2010
for In The Matter Of The Aloha Ailes 2000 Trust Dated June 8, 2000 Trust

PETITION FOR INTERPRETATION AND INSTRUCTIONS REGARDING TRUST PROVISIONS, TO APPROVE TERMINATION OF TRUST, AND TO ASCERTAIN BENEFICIARIES FILED BY PETITIONER FIDELITY PERSONAL TRUST COMPANY, FSB AS TO TRUSTOR ALOHA AILES 2000 TRUST DATED JUNE 8, 2000 HEARING SET FOR NOV-15-2010 AT 09:00 AM IN DEPT 204

Date: September 30, 2010
for In The Matter Of The Aloha Ailes 2000 Trust Dated June 8, 2000 Trust

AMENDED PETITION FOR INTERPRETATION AND INSTRUCTIONS REGARDING TRUST PROVISIONS, TO APPROVE TERMINATION OF TRUST, AND TO ASCERTAIN BENEFICIARIES FILED BY PETITIONER FIDELITY PERSONAL TRUST COMPANY, FSB

Date: November 24, 2010
for In The Matter Of The Aloha Ailes 2000 Trust Dated June 8, 2000 Trust

NOTICE OF HEARING FILED BY PETITIONER FIDELITY PERSONAL TRUST COMPANY, FSB

Date: September 30, 2010
for In The Matter Of The Aloha Ailes 2000 Trust Dated June 8, 2000 Trust

DECLARATION OF VIRGINIA PALMER FILED BY PETITIONER FIDELITY PERSONAL TRUST COMPANY, FSB

Date: January 04, 2011

Case Events for Fidelity Personal Trust Company, Fsb v.

Date Type Description
March 24, 2011 Docket Event ORDER INTERPRETING TRUST PROVISIONS AND INSTRUCTING TRUSTEE; TO APPROVE TERMINATION OF TRUST, AND TO ASCERTAIN BENEFICIARIES
View Document
March 24, 2011 Docket Event PETITION FOR INTERPRETATION AND INSTRUCTIONS REGARDING TRUST PROVISIONS, TO APPROVE TERMINATION OF TRUST, AND TO ASCERTAIN BENEFICIARIES, CALENDAR OF MAR-22-2011, GRANTED PER WRITTEN ORDER
March 22, 2011 Hearing Petition For Interpretation And Instructions Regarding Trust Provisions, To Approve Termination Of Trust, And To Ascertain Beneficiaries

Judge: SUE M. KAPLAN
March 22, 2011 Docket Event MINI-MINUTES FOR MAR-22-2011 9:00 AM FOR DEPT 204
March 22, 2011 Docket Event PETITION FOR INTERPRETATION AND INSTRUCTIONS REGARDING TRUST PROVISIONS, TO APPROVE TERMINATION OF TRUST, AND TO ASCERTAIN BENEFICIARIES, CALENDAR OF MAR-22-2011, GRANTED SUBJECT TO WRITTEN ORDER
March 16, 2011 Docket Event SECOND CONSENT TO DISTRIBUTION OF THE ALOHA L. AILES 2000 TRUST IN CONNECTION WITH THE AMENDED PETITION FOR INTERPRETATION AND INSTRUCTIONS REGARDING TRUST PROVISIONS, TO APPROVE TERMINATION OF TRUST, AND TO ASCERTAIN BENEFICIARIES FILED BY TRUSTEE FIDELITY PERSONAL TRUST COMPANY, FSB
View Document
February 24, 2011 Docket Event PROOF OF SERVICE BY MAIL FILED BY PETITIONER FIDELITY PERSONAL TRUST COMPANY, FSB
View Document
February 16, 2011 Hearing Petition For Interpretation And Instructions Regarding Trust Provisions, To Approve Termination Of Trust, And To Ascertain Beneficiaries

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 FOR INTERPRETATION AND INSTRUCTIONS REGARDING TRUST PROVISIONS, TO APPROVE TERMINATION OF TRUST, AND TO ASCERTAIN BENEFICIARIES CONTINUED FROM FEB-16-2011 TO MAR-22-2011 AT 09:00 AM IN DEPT 204 PER COURT
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