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In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

Case Last Refreshed: 6 months ago

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Marchi, Gene, 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 Ross C. Moody presiding.

Case Details for Marchi, Gene v.

Case Number

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Judge

Ross C. Moody

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Filing Date

January 29, 2019

Category

Substituted Judgment/Special Needs Trust Agreement

Last Refreshed

November 22, 2023

Practice Area

Probate

Filing Location

San Francisco County, CA

Matter Type

Trusts

Filing Court House

Superior

Case Complaint Summary

This complaint was electronically filed in the Superior Court of California, County of San Francisco on May 21, 2021. The document was filed by Deputy Clerk Michael Rayray.


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Parties for Marchi, Gene v.

Plaintiffs

Marchi, Gene

Attorneys for Plaintiffs

Other Parties

Friedeberg, Trisha D (Attorney)

Levin, David (Trustee)

Marchi, Gene (Trustee)

Philadelphia Indeminty Insurance Company (Surety Company)

Sara R. Julian 2018 Dated 1 16 19 Special Needs (Trustor)

Case Documents for Marchi, Gene v.

for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

SUBSTITUTED JUDGMENT TRUST AGREEMENT FILED BY PETITIONER MARCHI, GENE AS TO TRUSTOR SARA R. JULIAN 2018 DATED 1/16/19 SPECIAL NEEDS

Date: January 29, 2019
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

BANK STATEMENTS IN SUPPORT OF FIRST ACCOUNT AND REPORT OF TRUSTEE (TRANSACTION ID # 66248426) FILED BY TRUSTEE LEVIN, DAVID

Date: January 12, 2021
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

BANK STATEMENTS IN SUPPORT OF AMENDMENT TO FIRST ACCOUNT AND REPORT OF TRUSTEE (TRANSACTION ID # 66192828) FILED BY TRUSTEE LEVIN, DAVID

Date: December 16, 2020
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

NOTICE OF HEARING (TRANSACTION ID # 67681333) (TRANSACTION ID # 67681333) FILED BY TRUSTEE LEVIN, DAVID

Date: June 01, 2022
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

ACCOUNTING PETITION RE: ACCOUNTING #2, REPORT, FEES (TRANSACTION ID # 67661748) FILED BY TRUSTEE LEVIN, DAVID HEARING SET FOR JUL-12-2022 AT 09:00 AM IN DEPT 204

Date: May 25, 2022
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

ORDER APPROVING ACCOUNTING #1, REPORT, FEES FILED BY TRUSTEE LEVIN, DAVID

Date: November 16, 2021
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

RECEIPT OF SPECIAL NEEDS TRUST ASSETS (TRANSACTION ID # 67010940) FILED BY TRUSTEE LEVIN, DAVID

Date: October 13, 2021
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

NOTICE OF HEARING (TRANSACTION ID # 66635573) FILED BY TRUSTEE LEVIN, DAVID

Date: May 26, 2021
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

AMENDED FIRST ACCOUNT AND REPORT OF TRUSTEE; PETITION FOR ITS SETTLEMENT; FOR APPROVAL OF TRUSTEES AND ATTORNEYS FEES AND COSTS ADVANCED; FOR ALLOWANCE OF PAYMENTS TO TRUST BENEFICIARY; FOR AUTHORIZATION OF ALLOWANCE PAYMENTS TO TRUST BENEFICIARY; FOR AUTHORIZATION OF PERIODIC PAYMENTS TO TRUSTEE; AND FOR REDUCTION OF BOND (TRANSACTION ID # 66623251) FILED BY TRUSTEE LEVIN, DAVID

Date: May 21, 2021
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

NOTICE OF CHANGE OF ADDRESS (TRANSACTION ID # 66623251) FILED BY ATTORNEY FRIEDEBERG, TRISHA D

Date: May 21, 2021
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

NOTICE OF CHANGE OF ADDRESS (TRANSACTION ID # 66987480) FILED BY TRUSTEE LEVIN, DAVID

Date: October 04, 2021
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

NOTICE OF CHANGE OF ADDRESS (TRANSACTION ID # 66980981) FILED BY TRUSTEE LEVIN, DAVID

Date: September 30, 2021
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

DECLARATION OF RETENTION OF ORIGINAL DOCUMENTS (TRANSACTION ID # 66248426) FILED BY TRUSTEE LEVIN, DAVID

Date: January 12, 2021
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

AMENDMENT TO FIRST ACCOUNT AND REPORT OF TRUSTEE; PETITION FOR ITS SETTLEMENT; FOR APPROVAL OF TRUSTEE?S AND ATTORNEYS? FEES AND COSTS ADVANCED; FOR ALLOWANCE OF PAYMENTS TO TRUST BENEFICIARY; FOR AUTHORIZATION OF ALLOWANCE PAYMENTS TO TRUST BENEFICIARY; FOR AUTHORIZATION OF PERIODIC PAYMENTS TO TRUSTEE; AND FOR REDUCTION OF BOND (TRANSACTION ID # 66064410) FILED BY TRUSTEE LEVIN, DAVID

Date: October 29, 2020
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT, FEES (TRANSACTION ID # 65872738) FILED BY TRUSTEE LEVIN, DAVID HEARING SET FOR OCT-28-2020 AT 09:00 AM IN DEPT 204

Date: August 24, 2020
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

BOND #PB117534011175 IN THE AMOUNT OF $1,508,000.00 FILED BY TRUSTEE LEVIN, DAVID EXECUTED BY SURETY COMPANY PHILADELPHIA INDEMINTY INSURANCE COMPANY

Date: January 29, 2019
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

RESIGNATION OF GENE MARCHI, CO-TRUSTEE OF SARA R. JULIAN 2018 SPECIAL NEEDS TRUST FILED BY TRUSTEE MARCHI, GENE LEVIN, DAVID

Date: January 29, 2019
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

NOTICE OF HEARING (TRANSACTION ID # 66068923) (TRANSACTION ID # 66068923) FILED BY TRUSTEE LEVIN, DAVID

Date: October 30, 2020
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

DECLARATION OF RETENTION OF ORIGINAL DOCUMENTS (TRANSACTION ID # 66192828) FILED BY TRUSTEE LEVIN, DAVID

Date: December 16, 2020
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

ORDER APPROVING ACCOUNTING #2, REPORT, FEES FILED BY TRUSTEE LEVIN, DAVID

Date: August 08, 2023
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

NOTICE OF HEARING (TRANSACTION ID # 68847829) FILED BY TRUSTEE LEVIN, DAVID

Date: January 10, 2023
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

ADDITIONAL SUPPLEMENTAL DECLARATION IN SUPPORT OF AMENDED SECOND ACCOUNT AND REPORT OF TRUSTEE; PETITION FOR ITS SETTLEMENT; FOR AUTHORITY TO PAY TRUST BENEFICIARY AN ALLOWANCE; FOR AUTHORITY TO INVEST TRUST ASSETS; FOR APPROVAL OF TRUSTEES AND ATTORNEYS FEES AND COSTS ADVANCED AND FOR AUTHORIZATION OF PERIODIC PAYMENTS TO TRUSTEE (TRANSACTION ID # 70156828) FILED BY TRUSTEE LEVIN, DAVID

Date: June 07, 2023
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

BOND #PB11753401175 IN THE AMOUNT OF $57,000.00 FILED BY TRUSTEE LEVIN, DAVID EXECUTED BY SURETY COMPANY PHILADELPHIA INDEMINTY INSURANCE COMPANY

Date: December 06, 2022
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

NOTICE OF HEARING (TRANSACTION ID # 68357108) FILED BY TRUSTEE LEVIN, DAVID

Date: November 07, 2022
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

PROBATE EX PARTE APPLICATION FOR ORDER FOR INCREASE OF BOND (TRANSACTION ID # 68347539) FILED BY TRUSTEE LEVIN, DAVID

Date: November 03, 2022
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

DECLARATION SUPPLEMENTAL DECLARATION IN SUPPORT OF AMENDED SECOND ACCOUNT AND REPORT OF TRUSTEE; PETITION FOR ITS SETTLEMENT; FOR AUTHORITY TO PAY TRUST BENEFICIARY AN ALLOWANCE; FOR AUTHORITY TO INVEST TRUST ASSETS; FOR APPROVAL OF TRUSTEE'S AND ATTORNEYS' FEES AND COSTS ADVANCED AND FOR AUTHORIZATION OF PERIODIC PAYMENTS TO TRUSTEE (TRANSACTION ID # 68348368) FILED BY TRUSTEE LEVIN, DAVID

Date: November 03, 2022
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

DECLARATION OF RETENTION OF ORIGINAL DOCUMENTS IN SUPPORT OF SECOND ACCOUNT (TRANSACTION ID # 68306031) FILED BY TRUSTEE LEVIN, DAVID

Date: October 26, 2022
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

AMENDED SECOND ACCOUNT AND REPORT OF TRUSTEE; PETITION FOR ITS SETTLEMENT; FOR AUTHORITY TO PAY TRUST BENEFICIARY AN ALLOWANCE; FOR AUTHORITY TO INVEST TRST ASSETS; FOR APPROVAL OF TRUSTEES AND ATTORNEYS FEES AND COSTS ADVANCED; FOR AUTHORIZATION OF PERIODIC PAYMENTS TO TRUSTEE; AND FOR REDUCTION OF BOND (TRANSACTION ID # 68130473) FILED BY TRUSTEE LEVIN, DAVID

Date: September 20, 2022
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

BANK STATEMENTS IN SUPPORT OF SECOND ACCOUNT AND REPORT OF TRUSTEE (TRANSACTION ID # 68302826) FILED BY TRUSTEE LEVIN, DAVID

Date: October 25, 2022
for In Re: Sara R. Julian 2018 Dated 1/16/19 Special Needs

NOTICE OF HEARING (TRANSACTION ID # 68181132) FILED BY TRUSTEE LEVIN, DAVID

Date: September 28, 2022

Case Events for Marchi, Gene v.

Date Type Description
May 20, 2024 Hearing FUTURE ACCOUNTING

Judge: STEPHEN M. MURPHY
August 08, 2023 Docket Event ORDER APPROVING ACCOUNTING #2, REPORT, FEES FILED BY TRUSTEE LEVIN, DAVID
View Document
August 07, 2023 Hearing ACCOUNTING PETITION RE: Accounting #2, Report, Fees

Judge: ROSS C. MOODY
August 07, 2023 Docket Event ACCOUNTING PETITION RE: ACCOUNTING #2, REPORT, FEES, CALENDAR OF AUG-07-2023, GRANTED PER WRITTEN ORDER AS MODIFIED. CONTINUED FROM AUG-07-2023 TO MAY-20-2024 AT 09:00 AM FOR FUTURE ACCOUNTING
August 02, 2023 Hearing ACCOUNTING PETITION RE: Accounting #2, Report, Fees

Judge: ROSS C. MOODY
August 02, 2023 Docket Event ACCOUNTING PETITION RE: ACCOUNTING #2, REPORT, FEES CONTINUED FROM AUG-02-2023 TO AUG-07-2023 AT 09:00 AM IN DEPT 204 PER COURT
June 07, 2023 Docket Event ADDITIONAL SUPPLEMENTAL DECLARATION IN SUPPORT OF AMENDED SECOND ACCOUNT AND REPORT OF TRUSTEE; PETITION FOR ITS SETTLEMENT; FOR AUTHORITY TO PAY TRUST BENEFICIARY AN ALLOWANCE; FOR AUTHORITY TO INVEST TRUST ASSETS; FOR APPROVAL OF TRUSTEES AND ATTORNEYS FEES AND COSTS ADVANCED AND FOR AUTHORIZATION OF PERIODIC PAYMENTS TO TRUSTEE (TRANSACTION ID # 70156828) FILED BY TRUSTEE LEVIN, DAVID
View Document
May 24, 2023 Hearing ACCOUNTING PETITION RE: Accounting #2, Report, Fees

Judge: ROSS C. MOODY
May 24, 2023 Docket Event ACCOUNTING PETITION RE: ACCOUNTING #2, REPORT, FEES CONTINUED FROM MAY-24-2023 TO AUG-02-2023 AT 09:00 AM IN DEPT 204 PER COURT
April 12, 2023 Hearing ACCOUNTING PETITION RE: Accounting #2, Report, Fees

Judge: RONALD E. QUIDACHAY
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