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In Re: The Ella Marie Matson Tyler Revocable Living Trust

Case Last Refreshed: 7 months ago

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Dolch, Debra J., filed a(n) Trusts - Probate case in the jurisdiction of San Francisco County. This case was filed in San Francisco County Superior Courts Superior with Stephen M. Murphy presiding.

Case Details for Dolch, Debra J. v.

Case Number

(Subscribe to View)

Judge

Stephen M. Murphy

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Filing Date

January 03, 2017

Category

Substituted Judgment/Special Needs Trust Agreement

Last Refreshed

November 23, 2023

Practice Area

Probate

Filing Location

San Francisco County, CA

Matter Type

Trusts

Filing Court House

Superior

Case Complaint Summary

This complaint is a supplement to the second account and report of the successor trustee, as well as a petition for the successor trustee's fees and attorneys' fees and costs. The petitioner, Debra J. Dolch, is the successor trustee of the Ella Marie...

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Parties for Dolch, Debra J. v.

Plaintiffs

Dolch, Debra J.

Attorneys for Plaintiffs

Other Parties

Der, Ernest F (Attorney)

Dolch, Debra J. (Trustee)

Platte River Insurance Co. (Surety Company)

The Ella Marie Matson Tyler Revocable Living Trust (Trustor)

Case Documents for Dolch, Debra J. v.

for In Re: The Ella Marie Matson Tyler Revocable Living Trust

COPY OF ORDER FOR FINAL DISTRIBUTION FOR THE ESTATE OF RACHELLE M. TYLER (TRANSACTION ID # 65735868) FILED BY TRUSTEE DOLCH, DEBRA J.

Date: June 30, 2020
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

COVER SHEET - ORIGINAL CLOSING BANK STATEMENTS (TRANSACTION ID # 67387781) FILED BY PETITIONER DOLCH, DEBRA J.

Date: March 11, 2022
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

DECLARATION BY ERNEST F. DER, ESQ., ATTORNEY FOR SUCCESSOR TRUSTEE, RE: ORIGINAL CLOSING BANK STATEMENTS (TRANSACTION ID # 67387781) FILED BY PETITIONER DOLCH, DEBRA J.

Date: March 11, 2022
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

AMENDMENT TO SECOND ACCOUNT AND REPORT OF SUCCESSOR TRUSTEE; PETITION FOR SUCCESSOR TRUSTEES FEES AND ATTORNEYS FEES AND COSTS; PETITION FOR AUTHORITY TO ALLOW OCCUPANCY OF RESIDENCE (TRANSACTION ID # 65751381) FILED BY TRUSTEE DOLCH, DEBRA J.

Date: July 07, 2020
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

NOTICE OF HEARING (TRANSACTION ID # 67361535) FILED BY TRUSTEE DOLCH, DEBRA J.

Date: March 02, 2022
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

NOTICE OF HEARING (TRANSACTION ID # 65760032) FILED BY TRUSTEE DOLCH, DEBRA J.

Date: July 10, 2020
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

ORDER APPROVING ACCOUNTING #2, REPORT, FEES FILED BY TRUSTEE DOLCH, DEBRA J.

Date: August 18, 2020
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

COVER SHEET - ORIGINAL CLOSING BANK STATEMENT (TRANSACTION ID # 61692336) FILED BY TRUSTEE DOLCH, DEBRA J.

Date: February 14, 2018
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

ORDER APPROVING ACCOUNTING #1, REPORT, FEES FILED BY TRUSTEE DOLCH, DEBRA J.

Date: March 27, 2018
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

PROBATE CASE COVER SHEET (TRANSACTION ID # 60020142) FILED BY TRUSTEE DOLCH, DEBRA J.

Date: January 04, 2017
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

NOTICE OF HEARING (TRANSACTION ID # 61675298) FILED BY PETITIONER DOLCH, DEBRA J.

Date: February 09, 2018
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

NOTICE OF HEARING (TRANSACTION ID # 64730501) FILED BY TRUSTEE DOLCH, DEBRA J.

Date: February 14, 2020
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

BOND #PHI 27 06499 IN THE AMOUNT OF $27,000.00 FILED BY PETITIONER DOLCH, DEBRA J. EXECUTED BY SURETY COMPANY PLATTE RIVER INSURANCE CO.

Date: March 08, 2018
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

NOTICE OF HEARING (TRANSACTION ID # 61671671) FILED BY TRUSTEE DOLCH, DEBRA J.

Date: February 09, 2018
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT, FEES (TRANSACTION ID # 61669812) FILED BY TRUSTEE DOLCH, DEBRA J. HEARING SET FOR MAR-27-2018 AT 09:00 AM IN DEPT 204

Date: February 08, 2018
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

SUPPLEMENTAL DECLARATION RE: THIRD ACCOUNT AND REPORT OF SUCCESSOR TRUSTEE; PETITION FOR SUCCESSOR TRUSTEES FEES AND ATTORNEYS FEES AND COSTS (TRANSACTION ID # 67458140) FILED BY PETITIONER DOLCH, DEBRA J.

Date: April 06, 2022
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

NOTICE OF HEARING (TRANSACTION ID # 64752024) FILED BY PETITIONER DOLCH, DEBRA J.

Date: February 21, 2020
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

BOND #PHI 27 06499 IN THE AMOUNT OF $420,000.00 FILED BY PETITIONER DOLCH, DEBRA J. EXECUTED BY SURETY COMPANY PLATTE RIVER INSURANCE CO.

Date: June 17, 2020
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

ACCOUNTING PETITION RE: ACCOUNTING #2, REPORT, FEES (TRANSACTION ID # 64745164) FILED BY PETITIONER DOLCH, DEBRA J. HEARING SET FOR APR-06-2020 AT 09:00 AM IN DEPT 204

Date: February 20, 2020
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

DECLARATION DECLARATION BY ERNEST F. DER, ESQ., ATTORNEY FOR TRUSTEE, RE: ORIGINAL BOND (TRANSACTION ID # 60020142) FILED BY TRUSTEE DOLCH, DEBRA J.

Date: January 04, 2017
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

ACCOUNTING PETITION RE: ACCOUNTING #3, REPORT, FEES (TRANSACTION ID # 67340458) FILED BY TRUSTEE DOLCH, DEBRA J. HEARING SET FOR APR-06-2022 AT 09:00 AM IN DEPT 204

Date: February 23, 2022
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

ACCOUNTING PETITION RE: ACCOUNTING #4, REPORT, FEES, FINAL DISTRIBUTION (TRANSACTION ID # 70137959) FILED BY PETITIONER DOLCH, DEBRA J. HEARING SET FOR AUG-08-2023 AT 09:00 AM IN DEPT 204

Date: June 05, 2023
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

NOTICE OF CHANGE OF ADDRESS (TRANSACTION ID # 70459180) FILED BY ATTORNEY DER, ERNEST F

Date: July 21, 2023
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

NOTICE OF HEARING (TRANSACTION ID # 70501663) FILED BY TRUSTEE DOLCH, DEBRA J.

Date: July 27, 2023
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

COVER SHEET - COPIES OF CLOSING BANK STATEMENTS (TRANSACTION ID # 70691589) FILED BY TRUSTEE DOLCH, DEBRA J.

Date: August 22, 2023
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

DECLARATION BY ERNEST F. DER, ESQ., ATTORNEY FOR SUCCESSOR TRUSTEE, RE: COPIES OF CLOSING BANK STATEMENTS (TRANSACTION ID # 70691589) FILED BY TRUSTEE DOLCH, DEBRA J.

Date: August 22, 2023
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

SUPPLEMENT TO SECOND ACCOUNT AND REPORT OF SUCCESSOR TRUSTEE; PETITION FOR SUCCESSOR TRUSTEES FEES AND ATTORNEYS FEES AND COSTS; PETITION FOR AUTHORITY TO ALLOW OCCUPANCY OF RESIDENCE (TRANSACTION ID # 65758009) FILED BY TRUSTEE DOLCH, DEBRA J.

Date: July 09, 2020
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

ORDER APPROVING ACCOUNTING #3, REPORT, FEES FILED BY TRUSTEE DOLCH, DEBRA J.

Date: April 20, 2022
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

ORDER AFTER HEARING APPROVING PETITION FOR AUTHORITY TO ALLW OCCUPANCY OF RESIDENCE AND CONTINUING SECOND ACCOUNT AND REPORT OF SUCCESSOR TRUSTEE; PETITION FOR SUCCESSOR TRUSTEE'S FEES AND ATTORNEYS' FEES AND COSTS

Date: July 17, 2020
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

SUBSTITUTED JUDGMENT TRUST AGREEMENT FILED BY PETITIONER DOLCH, DEBRA J. AS TO TRUSTOR THE ELLA MARIE MATSON TYLER REVOCABLE LIVING TRUST AS AMENDED AND RESTATED PURSUANT TO SUBSTITUTED JUDGMENT

Date: January 03, 2017
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

PROBATE EX PARTE APPLICATION FOR ORDER FOR AN INCREASE IN SUCCESSOR TRUSTEES BOND (TRANSACTION ID # 61669812) FILED BY TRUSTEE DOLCH, DEBRA J.

Date: February 08, 2018
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

DECLARATION OF ERNEST F. DER ESQ. ATTORNEY FOR SUCCESSOR TRUSTEE RE ORIGINAL CLOSING BANK STATEMENTS (TRANSACTION ID # 61692336) FILED BY TRUSTEE DOLCH, DEBRA J.

Date: February 14, 2018
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

ORDER INCREASING BOND TO $160,000.00 [INCREASED IN AMOUNT OF $27,000.00] FILED BY PETITIONER DOLCH, DEBRA J.

Date: March 02, 2018
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

PROBATE EX PARTE APPLICATION FOR ORDER FOR AN INCREASE IN SUCCESSOR TRUSTEES BOND (TRANSACTION ID # 64727919) FILED BY TRUSTEE DOLCH, DEBRA J.

Date: February 14, 2020
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

DECLARATION BY ERNEST F. DER, ESQ., ATTORNEY FOR SUCCESSOR TRUSTEE, RE: ORIGINAL CLOSING BANK STATEMENTS (TRANSACTION ID # 65704339) FILED BY TRUSTEE DOLCH, DEBRA J.

Date: June 16, 2020
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

ORDER INCREASING SUCCESSOR TRUSTEE'S BOND

Date: March 12, 2020
for In Re: The Ella Marie Matson Tyler Revocable Living Trust

ORIGINAL CLOSING BANK STATEMENTS (TRANSACTION ID # 65704339) FILED BY PETITIONER DOLCH, DEBRA J.

Date: June 16, 2020

Case Events for Dolch, Debra J. v.

Date Type Description
March 26, 2024 Hearing FUTURE ACCOUNTING

Judge: STEPHEN M. MURPHY
September 25, 2023 Hearing ACCOUNTING PETITION RE: Accounting #4, Report, Fees, Final Distribution

Judge: CECILIA CASTELLANOS
August 22, 2023 Docket Event COVER SHEET - COPIES OF CLOSING BANK STATEMENTS (TRANSACTION ID # 70691589) FILED BY TRUSTEE DOLCH, DEBRA J.
View Document
August 22, 2023 Docket Event DECLARATION BY ERNEST F. DER, ESQ., ATTORNEY FOR SUCCESSOR TRUSTEE, RE: COPIES OF CLOSING BANK STATEMENTS (TRANSACTION ID # 70691589) FILED BY TRUSTEE DOLCH, DEBRA J.
View Document
August 08, 2023 Hearing ACCOUNTING PETITION RE: Accounting #4, Report, Fees, Final Distribution

Judge: STEPHEN M. MURPHY
August 08, 2023 Docket Event ACCOUNTING PETITION RE: ACCOUNTING #4, REPORT, FEES, FINAL DISTRIBUTION CONTINUED FROM AUG-08-2023 TO SEP-25-2023 AT 09:00 AM IN DEPT 204 PER COURT
July 27, 2023 Docket Event NOTICE OF HEARING (TRANSACTION ID # 70501663) FILED BY TRUSTEE DOLCH, DEBRA J.
View Document
July 21, 2023 Docket Event NOTICE OF CHANGE OF ADDRESS (TRANSACTION ID # 70459180) FILED BY ATTORNEY DER, ERNEST F
View Document
June 05, 2023 Docket Event ACCOUNTING PETITION RE: ACCOUNTING #4, REPORT, FEES, FINAL DISTRIBUTION (TRANSACTION ID # 70137959) FILED BY PETITIONER DOLCH, DEBRA J. HEARING SET FOR AUG-08-2023 AT 09:00 AM IN DEPT 204
View Document
October 12, 2022 Hearing FUTURE ACCOUNTING

Judge: ROSS C. MOODY
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