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In The Matter Of The Martin Guzman Special Needs Trust

Case Last Refreshed: 5 months ago

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Cunningham, Daniel, Villalovos, Martin Guzman, 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 Cunningham, Daniel v. , et al.

Case Number

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Judge

Stephen M. Murphy Track Judge’s New Cases

Filing Date

August 18, 2020

Category

Substituted Judgment/ Special Needs Trust Petition

Last Refreshed

November 23, 2023

Practice Area

Probate

Filing Location

San Francisco County, CA

Matter Type

Trusts

Filing Court House

Superior

Parties for Cunningham, Daniel v. , et al.

Plaintiffs

Cunningham, Daniel

Villalovos, Martin Guzman

Attorneys for Plaintiffs

Other Parties

Martin Guzman Special Needs (Trustor)

Platte River Insurance Co. (Surety Company)

Urbatsch, Kevin P (Attorney)

Case Documents for Cunningham, Daniel v. , et al.

for In The Matter Of The Martin Guzman Special Needs Trust

PETITION RE SUBSTITUTED JUDGMENT TRUST FILED BY PETITIONER VILLALOVOS, MARTIN GUZMAN AS TO TRUSTOR MARTIN GUZMAN SPECIAL NEEDS

Date: August 18, 2020
for In The Matter Of The Martin Guzman Special Needs Trust

ORDER ESTABLISHING SPECIAL NEEDS TRUST; SETTING BOND; AUTHORIZING INVESTMENT IN MUTUAL FUNDS AND BONDS WITH MATURITY DATES GREATER THAN FIVE YEARS; AUTHORIZING INTERIM TRUSTEE FEES; AND FIXING AND ALLOWING ATTORNEYS FEES AND COSTS FILED BY PETITIONER VILLALOVOS, MARTIN GUZMAN

Date: August 18, 2020
for In The Matter Of The Martin Guzman Special Needs Trust

ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT, FEES (TRANSACTION ID # 67761315) (TRANSACTION ID # 67761315) FILED BY PETITIONER CUNNINGHAM, DANIEL HEARING SET FOR AUG-09-2022 AT 09:00 AM IN DEPT 204

Date: June 24, 2022
for In The Matter Of The Martin Guzman Special Needs Trust

BOND #PHI 27 07946 IN THE AMOUNT OF $255,000.00 FILED BY PETITIONER VILLALOVOS, MARTIN GUZMAN EXECUTED BY SURETY COMPANY PLATTE RIVER INSURANCE CO.

Date: August 25, 2020
for In The Matter Of The Martin Guzman Special Needs Trust

NOTICE OF CHANGE OF ADDRESS (TRANSACTION ID # 66267881) FILED BY ATTORNEY URBATSCH, KEVIN P

Date: January 19, 2021
for In The Matter Of The Martin Guzman Special Needs Trust

NOTICE OF HEARING FILED BY PETITIONER VILLALOVOS, MARTIN GUZMAN

Date: August 18, 2020
for In The Matter Of The Martin Guzman Special Needs Trust

NOTICE OF REMOTE APPEARANCE (TRANSACTION ID # 67881591) FILED BY PETITIONER CUNNINGHAM, DANIEL

Date: July 29, 2022
for In The Matter Of The Martin Guzman Special Needs Trust

NOTICE OF ENTRY OF ORDER/NOTICE OF RULING FILED (TRANSACTION ID # 68157728) FILED BY PETITIONER CUNNINGHAM, DANIEL

Date: September 26, 2022
for In The Matter Of The Martin Guzman Special Needs Trust

ORDER APPROVING ACCOUNTING #1, REPORT, FEES FILED BY PETITIONER CUNNINGHAM, DANIEL

Date: August 10, 2022
for In The Matter Of The Martin Guzman Special Needs Trust

FINANCIAL STATEMENT (TRANSACTION ID # 67881591) FILED BY PETITIONER CUNNINGHAM, DANIEL

Date: July 29, 2022
for In The Matter Of The Martin Guzman Special Needs Trust

SUPPLEMENT TO FIRST ACCOUNT AND REPORT OF TRUSTEE; PETITION TO SETTLE ACCOUNT; TO REDUCE BOND; AND TO FIX AND ALLOW TRUSTEES FEES AND ATTORNEYS FEES AND COSTS (TRANSACTION ID # 67881591) FILED BY PETITIONER CUNNINGHAM, DANIEL

Date: July 29, 2022
for In The Matter Of The Martin Guzman Special Needs Trust

DECLARATION REGARDING RETENTION OF ORIGINAL FINANCIAL STATEMENT (TRANSACTION ID # 67881591) FILED BY PETITIONER CUNNINGHAM, DANIEL

Date: July 29, 2022

Case Events for Cunningham, Daniel v. , et al.

Date Type Description
October 17, 2023 Hearing FUTURE ACCOUNTING

Judge: STEPHEN M. MURPHY
September 12, 2023 Hearing FUTURE ACCOUNTING

Judge: STEPHEN M. MURPHY
September 12, 2023 Docket Event FUTURE ACCOUNTING CONTINUED FROM SEP-12-2023 TO OCT-17-2023 AT 09:00 AM IN DEPT 204 PER COURT
September 26, 2022 Docket Event NOTICE OF ENTRY OF ORDER/NOTICE OF RULING FILED (TRANSACTION ID # 68157728) FILED BY PETITIONER CUNNINGHAM, DANIEL
View Document
August 10, 2022 Docket Event ORDER APPROVING ACCOUNTING #1, REPORT, FEES FILED BY PETITIONER CUNNINGHAM, DANIEL
View Document
August 09, 2022 Hearing ACCOUNTING PETITION RE: Accounting #1, Report, Fees

Judge: JOSEPH M. QUINN
August 09, 2022 Docket Event ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT, FEES, CALENDAR OF AUG-09-2022, GRANTED PER WRITTEN ORDER AS MODIFIED. BOND IS REDUCED TO $241,000. CONTINUED FROM AUG-09-2022 TO SEP-12-2023 AT 09:00 AM FOR FUTURE ACCOUNTING
July 29, 2022 Docket Event NOTICE OF REMOTE APPEARANCE (TRANSACTION ID # 67881591) FILED BY PETITIONER CUNNINGHAM, DANIEL
View Document
July 29, 2022 Docket Event FINANCIAL STATEMENT (TRANSACTION ID # 67881591) FILED BY PETITIONER CUNNINGHAM, DANIEL
View Document
July 29, 2022 Docket Event SUPPLEMENT TO FIRST ACCOUNT AND REPORT OF TRUSTEE; PETITION TO SETTLE ACCOUNT; TO REDUCE BOND; AND TO FIX AND ALLOW TRUSTEES FEES AND ATTORNEYS FEES AND COSTS (TRANSACTION ID # 67881591) FILED BY PETITIONER CUNNINGHAM, DANIEL
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