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  • IN THE MATTER OF THE KATHRYN C. QVALE MARITAL TRUST DATED 1-31-2006 TRUST (PETITION FOR APPOINTMENT OF SUCCESSOR INDEPENDENT TRUSTEE TO FILL VACANCY) document preview
  • IN THE MATTER OF THE KATHRYN C. QVALE MARITAL TRUST DATED 1-31-2006 TRUST (PETITION FOR APPOINTMENT OF SUCCESSOR INDEPENDENT TRUSTEE TO FILL VACANCY) document preview
  • IN THE MATTER OF THE KATHRYN C. QVALE MARITAL TRUST DATED 1-31-2006 TRUST (PETITION FOR APPOINTMENT OF SUCCESSOR INDEPENDENT TRUSTEE TO FILL VACANCY) document preview
  • IN THE MATTER OF THE KATHRYN C. QVALE MARITAL TRUST DATED 1-31-2006 TRUST (PETITION FOR APPOINTMENT OF SUCCESSOR INDEPENDENT TRUSTEE TO FILL VACANCY) document preview
  • IN THE MATTER OF THE KATHRYN C. QVALE MARITAL TRUST DATED 1-31-2006 TRUST (PETITION FOR APPOINTMENT OF SUCCESSOR INDEPENDENT TRUSTEE TO FILL VACANCY) document preview
  • IN THE MATTER OF THE KATHRYN C. QVALE MARITAL TRUST DATED 1-31-2006 TRUST (PETITION FOR APPOINTMENT OF SUCCESSOR INDEPENDENT TRUSTEE TO FILL VACANCY) document preview
  • IN THE MATTER OF THE KATHRYN C. QVALE MARITAL TRUST DATED 1-31-2006 TRUST (PETITION FOR APPOINTMENT OF SUCCESSOR INDEPENDENT TRUSTEE TO FILL VACANCY) document preview
  • IN THE MATTER OF THE KATHRYN C. QVALE MARITAL TRUST DATED 1-31-2006 TRUST (PETITION FOR APPOINTMENT OF SUCCESSOR INDEPENDENT TRUSTEE TO FILL VACANCY) document preview
						
                                

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FREELAND COOPER & FOREMAN LLP 150 Spear Street, Suite 1800 San Francisco, California 94105 a Diva 12 NR NM RN YN NR NR ee oD RW FF OB NH BS Som ya nD nH B® W Stewart H. Foreman (CSB #61149) Thea B. Eliot (CSB #183481) FREELAND COOPER & FOREMAN LLP 150 Spear Street, Suite 1800 ELECTRONICALLY San Francisco, California 94105 FILED Telephone: (415) 541-0200 Superior Court of California, Facsimile: (415) 495-4332 County of San Francisco Email: foreman@freelandlaw.com SEP 08 2014 Email: eliot@freelandlaw.com Clerk of the Court BY: ELIZABETH FONG Attorneys for Certain Deputy Clerk Grandchildren Beneficiaries Kendel Qvale Duford Blake Qvale Connor Qvale IN THE SUPERIOR COURT OF THE STATE OF CALIFORNIA COUNTY OF SAN FRANCISCO In the Matter of the CASE NO.: PTR-13-297016 Kathryn C. Qvale Exempt Marital Trust,| NOTICE OF OBJECTION BY KENDEL, dated January 31, 2006 BLAKE, AND CONNOR QVALE TO PETITION TO SUSPEND TRUSTEES BRUCE QVALE AND LAURA HIURA AND Miles Jeffrey Qvale, individually and as trustee, OBJECTION TO APPOINTMENT OF A "TRUST PROTECTOR" VS. Bruce H. Qvale, Laura Hiura, and Does 1-10 . Date: Time: 9:00 a.m. Dept.: Probate, Room 204 Kendel Qvale Duford ("Kendel"), Blake Qvale ("Blake") and Connor Qvale ("Connor"), three of the seven grandchildren’ of Kjell Qvale, hereby object to Jeff Qvale's petition to suspend his co- trustees Bruce Qvale and Laura Hiura. Kendel, Blake and Connor further object to the suggestion by Chris Qvale's attorney that a "trust protector" be appointed. The petitions filed by Jeff Qvale in this case seck to directly harm the interests of these three of Kjell Qvale's grandchildren as beneficiaries of his estate, including by seeking to undo a 2012 transaction between QAG and the marital trusts. The effect of Jeff's challenge, if successful, would be 1 NOTICE OF OBJECTION BY KENDEL, BLAKE AND CONNOR QVALE TO PETITION TO SUSPEND TRUSTEES BRUCE QVALE AND LAURA HIURA AND OBJECTION TO APPOINTMENT OF A “TRUST PROTECTOR" CASE NO.; PTR-13-297016 {00205823}FREELAND COOPER & FOREMAN LLP 150 Spear Street, Suite 1800 San Francisco, California 94105 13 to reduce the ownership by all the grandchildren in Qvale Automotive Group, Inc. and to increase the estate taxes payable by the estate. Jeff's conduct in this litigation and in his challenge to his father's estate is thus in direct conflict with the interests of Kjell's grandchildren. In contrast, Bruce and Laura have acted to defend the estate plan in the interests of Kjell's grandchildren and the other beneficiaries. To suspend Bruce and Laura as trustees is contrary to the interests of Kjell's beneficiaries, including his grandchildren. As Kjell's grandchildren and beneficiaries, Kendel, Blake and Connor also oppose the appointment of a “trust protector." Bruce, Laura, and Ron Malone have already devoted significant time and effort in administering this complex estate. The appointment of an additional professional, such as a "trust protector,” would impose additional duplicative and unnecessary cost and expense on the estate, which will ultimately reduce the amount available to distribute to Kjell's beneficiaries. This case should be brought to trial as quickly as possible, so that Jeff Qvale's petitions can be proven false and dismissed. In the meantime, this Court should take no action to suspend any of the duties of Bruce Qvale or Laura Hiura, who have acted to defend the trust, the grandchildren beneficiaries and the other beneficiaries against the numerous false and wasteful petitions brought by Jeff Qvale, who has sought to undermine the beneficiaries’ interests, Dated: September 5, 2014 FREELAND COOPER & FOREMAN LLP oo oo By: KEL. OOD hp PET ne STEWART H. FOREMAN Attorneys for Certain Grandchildren Beneficiaries Kendel Qvale Duford Blake Qvale Connor Qvale NOTICE OF OBJECTION BY KENDEL, BLAKE ANID CONNOR QVALE TO PETITION TO SUSPEND TRUSTE! QVALE AND LAURA HIURA AND OBJECTION TO APPOINTMENT OF A "TRUST PROTECTOR CASE NO.: PTR-13-297016 {00205823}FREELAND COOPER & FOREMAN LLP I DA hw ew Ww San Francisco, California 94105 - 150 Spear Street, Suite 1800 NN YN NON NON Yo Se 3 Awe Ow NH S&F S oO YERIFICATION I, Kendel Qvale Duford, have read the foregoing NOTICE OF OBJECTION BY KENDEL, BLAKE, AND CONNOR QVALE TO PETITION TO SUSPEND TRUSTEES BRUCE QVALE AND LAURA HIURA AND OBJECTION TO APPOINTMENT OF A "TRUST PROTECTOR," and know the contents thereof. I am informed and believe that the same is true. I declare under penalty of perjury under the laws of California that the foregoing is true and correct. Executed on September 5, 2014, acon How 1U6lo, California ENDEL QVALE I VERIFICATION {00205845}FREELAND COOPER & FOREMAN LLP IDA nA Bw Ww 150 Spear Street, Suite 1800 San Francisco, California 94105 NN RN NON NON Yo oN GBA wa RB YB Yb YF SG OD ew Stewart H. Foreman (CSB #61149) Thea B. Eliot (CSB #183481) FREELAND COOPER & FOREMAN LLP 150 Spear Street, Suite 1800 San Francisco, California 94105 Telephone: (415) 541-0200 Facsimile: (415) 495-4332 Email: foreman@freelandlaw.com Email: eliot@freelandlaw.com Attorneys for Certain Grandchildren Beneficiaries Kendel Qvale Duford Blake Qvale Connor Qvale IN THE SUPERIOR COURT OF THE STATE OF CALIFORNIA. COUNTY OF SAN FRANCISCO in the Matter of the Kathryn C. Qvale Exempt Marital Trust, dated January 31, 2006 Miles Jeffrey Qvale, individually and as trustee, VS. Bruce H. Qvale, Laura Hiura, and Does 1-10 CASE NO,: PTR-13-297016 PROOF OF SERVICE PROOF OF SERVICE {00205835}FREELAND COOPER & FOREMAN LLP 150 Spear Street, Suite 1800 San Francisco, California 94105 a PROOF OF SERVICE 1am employed in the City and County of San Francisco, State of California. I am over the age of eighteen and not a party to the within action; my business address is 150 Spear Street, Suite 1800, San Francisco, California 94105. On September 5, 2014, I served the foregoing document described as follows: NOTICE OF OBJECTION BY KENDEL, BLAKE, AND CONNOR QVALE TO PETITION TO SUSPEND TRUSTEES BRUCE QVALE AND LAURA HIURA AND OBJECTION TO APPOINTMENT OF A "TRUST PROTECTOR" by placing a true and correct copy thereof enclosed in a sealed envelope addressed to the party(ies) of record whose name(s) and address(es) appear below: See Attachment A _X_ [BY MAIL - CCP § 1013a] I caused such sealed envelope with postage thereon fully prepaid to be placed in the United States mail at San Francisco, California, for collection and mailing to the office of addressee(s) on the date shown herein following ordinary business practice. _X. [STATE] I declare under penalty of perjury under the laws of the State of California that the above is true and correct. [FEDERAL] Service was made under the direction of a member of the bar of this Court who is admitted to practice and is not a party to this cause. Executed on September 5, 2014, at San Francisco, California. beh. —— Shane K. Dickinson PROOF OF SERVICE {00205835}Attachment A Nancy Bong 23 Kingston Place Walnut Creek, CA 94596 (adult beneficiary) Kendel Hailey Qvale 3500 Scott Street San Francisco, CA 94123 (adult beneficiary) Norma Hepworth P.O, Box 871 Hailey, [D 83333 (adult beneficiary) Roger Hansen 868 East 2830 South Hagerman, ID 83332 Connor Hammond Qvale 98 Via Poinciana Lane Boca Raton, FL 33487 Hubert Gely 3532 Sacramento Street, #2 San Francisco, CA 94118 (adult beneficiary) (adult beneficiary) (adult beneficiary) Shirley Hansen Caroline Paige Qvale Blake Henry Qvale 868 East 2830 South 461 2nd St. #C227 336 E. 18th St, Apt. E-2 Hagerman, [D 83332 San Francisco, CA 94107 New York, NY 10003 {adult beneficiary) (adult beneficiary) (adult beneficiary) Don Endo Lilian Fredriksson Christopher Kjell Qvale 21000 Glenwood Drive Castro Valley, CA 94552 (adult beneficiary) 1318 Hale Drive Concord, CA 94518 (adult beneficiary) 2945 Pacific Ave., Unit 6 San Francisco, CA 94115 (adult beneficiary) Raymonde Gely 3532 Sacramento Street, #2 San Francisco, CA 94118 (adult beneficiary) Laura Hiura 901 Van Ness Avenue San Francisco, CA 94109 (adult beneficiary) Rita Jelinic 25385 Palomares Road Castro Valley, CA 94552 {adult beneficiary) Max Keaton Qvale 147 Lagunitas Road Ross, CA 94957 (minor beneficiary) Karen Duarteau 2600 Nicasio Valley Road Nicasio, CA 94946 (adult beneficiary) Bruce H. Qvale 13260 Sabel Chase West Palm Beach, FL 33418 (adult beneficiary) Edward A. Koplowitz, Esq. Maclnnis, Donner & Koplowitz 465 California Street, Suite 222 San Francisco, CA 94104 Bruce H. Qvale 13260 Sabel Chase West Palm Beach, FL 33418 (Co-Family Trustee) Laura Hiura 901 Van Ness Avenue San Francisco, CA 94109 (Co-Trustee of the Survivor's Trust) Miles Jeffery Qvale 147 Lagunitas Road Ross, CA 94957 (parent of minor beneficiary, Max Keaton Qvale) Miles Jeffery Qvale 147 Lagunitas Road Ross, CA 94957 (parent of minor beneficiary, Miles Colin Qvale) Monica Dell'Osso, Esq. 1901 Harrison Street, 14th Fi. Oakland, CA 94612-3501 (Guardian Ad Litem — for Minors Miles Colin Qvale and Max Keaton Qvale) £0N2058400}Miles Jeffery Qvale 147 Lagunitas Road Ross, CA 94957 (Co-Family Trustee and adult beneficiary) Ronald Hayes Malone, Esq 909 Mustang Court Petaluma, CA 94954 (Co-Trustee of the Exempt and NonExempt Trusts) Miles Colin Qvale 147 Lagunitas Road Ross, CA 94957 (minor beneficiary} Dominic J. Campisi Andrew Zabronsky Evans, Latham & Campisi One Post Street, Suite 600 San Francisco, CA 94104 John W. Keker Warren A Braunig Benjamin Berkowitz Abhishek Bajoria Keker & Van Nest LLP 633 Battery Street San Francisco, CA 94111 Peter S. Myers Matthew R. Mraule Myers Urbatsch P.C. 625 Market Street, 4th Floor San Francisco, CA 94105 {00205840}