Preview
DE-120
ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address):
| Dominic J. Campisi, SBN 63326
Andrew Zabronsky, SBN 115339
Evans, Latham & Campisi
One Post Street, Suite 600
San Francisco, CA 94104
TELEPHONENO. (415) 421-0288
E-MAIL ADDRESS (Optionsi):
ATTORNEY FOR (Namo): Jeffrey Qvale, Co-Trustee
FAXNO. (Optionay: (415) 421-0464
SUPERIOR COURT OF CALIFORNIA, COUNTYOF San Francisco
srreerappress, 400 McAllister Street
waincaooress: 400 McAllister Street
eryenozecooe: San Francisco, CA 94102
BRANCHNAME: San Francisco Superior Court
(7) ESTATE OF (ama): DX] INTHE MATTER OF (Name): Kathryn C. Qvale
Exempt Marital Trust, dated January 31, 2006
DECEDENT [X | TRUST
OTHER
FOR COURT USE ONLY
ELECTRONICALLY
FILED
Superior Court of California,
County of San Francisco
APR 09 2014
Clerk of the Court
BY: NOELIA RIVERA
Deputy Clerk
NOTICE OF HEARING—DECEDENT’S ESTATE OR TRUST
CASE NUMBER:
PTR-13-297016
This notice is required by law.
This notice does not require you to appear in court, but you may attend the hearing if you wish.
. NOTICE is given that (name);
(representative capacity, if any):
Jeffrey Qvale, individually and as Co-Trustee
has filed (specify)* PETITION TO DETERMINE VALIDITY OF EXERCISE OF POWER OF APPOINTMENT; FOR
REDRESS FOR WRONGFUL INTERFERENCE WITH RIGHT TO INHERIT; FOR DAMAGES AND OTHER
RELIEF FOR FINANCIAL ELDER ABUSE (Prob. Code § 17200(b)(3); Welf. & Inst. Code § 15657.3)
2. You may refer to the filed documents for more information. (Some documents filed with the court are confidential.)
3. A HEARING on the matter will be heid as follows:
a. Date: May 13, 2014 Time: 9:00 a.m.
Dept: Probate Room: 202
b. Address of court |_X | shown above is (specify):
Assistive listening systems, computer-assisted real-time captioning, or sign language interpreter services are
available upon request if at least 5 days notice is provided. Contact the clerk's office for Request for
Accommodations by Persons With Disabilities and Order (form MC-410), (Civil Code section 54.8.)
* Do not use this form to give notice of a petition to administer estate (see Prob. Code, § 8100 and form DE-121) or
notice of a hearing in a guardianship or conservatorship (see Prob. Code, §§ 1511 and 1822 and form GC-020).
Page 1 of 2
Form Adopted for Mandatory Use
Judicial Counelt of California
DE-120 [Rev. July 1, 2005] {Probate—Decedents' Estates)
NOTICE OF HEARING—DECEDENT'S ESTATE OR TRUST
Probate Code §§ 857, 1211,
ut is” 1215, 1216, 1230, 17100
te Dus[__] ESTATE OF (Namo): LX} INTHE MATTER OF (Namoj: In the Matter of | cAsrNumper:
| the Kathryn C. Qvale Exempt Marital Trust, dated
January 31, 2006 DECEDENT LX |Taust_[__] otwer| PER-13-297016
GLERK’S CERTIFICATE OF POSTING
41. i certify that | am not a party to this cause.
2, Acopy of the foregoing Notice of Hearlng—Decedent's Estate or Trust
a. Was posted at (address): .
b. was posted on (dats):
Date: Clerk, by a , Deputy
PROOF OF SERVICE BY MAIL *
4. 1am over the ago of 18 and not a party to this cause. | am a resident of or employed in the county where the mailing occurred.
2. My residence ot business address Is (specify); One Post Street
Suite 600
San Francisco, CA 94104
3. {served the foregoing Notice of Hearing—Decedent's Estate or Trust on each person named below by enclosing a copy In an
envelope addressed as shown below AND .
a. [__] depositing the sealed envelope on the date and at the place shown in Item 4 with the United States Postal Service
with the postage fully prepaid.
b. [X] placing the envelope for collection and mailing on the date and at the place shown in item 4 following our ordinary business
practices. | am readily familiar with this business's practice for collecting and processing correspondence for mailing. On the
same day that correspondence is placed for collection and mailing, it ls deposited in the ordinary course of business with the
United States Postal Service in a sealed envelope with postage fully prepaid.
4. a Datemailed: April 7, 2014 b, Place mailed (city, state); San Francisco, California
5. [X] | served with the Notice of Hearing—Decedent's Estate or Trust a copy of the petition or other document referred to in the
Notice,
1 declare under penalty of perjury under the laws of the State of Californla that the foregoing is true and correct.
Date: April 8, 2014 vy
Sagas! Qowie
Vanessa Araujo
{TYPE OR PRINT NAME OF PERSON COMPLETING THIS FORM) (SIGNATURE OF PERSON COMPLETING THIS
NAME AND ADDRESS OF EACH PERSON TO WHOM NOTICE WAS MAILED
Name of person served Address (number, streot, city, state, and zip code}
4, |Peter L. Muhs Cooper, White & Cooper, LLP
201 California Street, 17th Floor
Gan Francisco, CA 94111-5002
2, |Monica Dell'Osso law Offices of Monica Dell'Osso
Guardian Ad Litem for Minors Miles | |Monica Dell. 'Osso
Coliti Qvale and Max Keaton Qvale | | 1901 Harrison Street, 14th Floor
3. |Jordan P, Rose Manatt, Phelps & Phillips, LLP
Gary D. Rothstein One Embarcadero Center, 30th Floor
: San Francisco, CA 94111
4, [Laura Hiura 901 Van Ness Ave.
(Co-Trustee of the San Francisco, CA 94109
Survivor's Trust)
X_] Continued on an attachment. (You may use Attachment to Notice of Hearing Proof of Service by Mail,
form DE-120(MA}/GC-020(MA), for thls purpose.)
* Do not use this form for proof of personal service. You may use form DE-120{P) to prove personal service of this Notice.
DEszO Rew hy 1, 20081 NOTICE OF HEARING—DECEDENT'S ESTATE OR TRUST Page 2012
(Probate—Decedents' Estates)DE-120(MA)IGC-020(MA)
OF CASE NUMBER:
PYR+13+297016
(Tlestare [7] suarpiansuie {7 conservarorsuip [3] MATTER
(Nome)! In. the Matter of the Kathryn C. Qvale Exempt
Marital Trust, dated January 31, 2006
ATTACHMENT TO NOTICE OF HEARING PROOF OF SERVICE BY MAIL
(This Attachment is for use with forms DE-120 and GC-020,)
NAME AND ADDRESS OF EACH PERSON TO WHOM NOTICE WAS MAILED
Address (number, streat, city, and zip cade)
147 Lagunitas Road
Ross, CA 94957
147 Lagunitas Road
Ross, CA 94957
350G Scott st.
San Francisco, CA 94123
. No. Name of person served
Miles Colin Qvale
§ |(minor beneficiary)
Miles Jeffrey Qvale
6_|Parent of Miles Colin Qvale)
Kendel Hailey Qvale
7_|(adult beneficiary)
Christopher Kjell Qvale
8 |{adult beneficiary)
2945 Pacific Ave., Unit 6
San Francisco, CA 94115
Blake Henry Qvale
9 j(aduit beneficiary)
336 8.
New York,
18th St., Apt. E-2
NY 10003
Miles Jeffrey Qvale
10|/Parent of Max Keaton Qvale
147 Lagunitas Road
Ross, CA 94957
Max Keaton “Qvale
AL|({minor beneficiary)
147 Lagunitas Road
Ross, CA 94957
Connor Hammond Qvale
12){adult beneficiary)
| Boca Raton,
98 Via Poinciana Lane
FL 33487
Caroline Paige Qvale
13) (adult beneficiary)
461 2nd Street, #C227
San Francisco, CA 94107
Rita delincic
14} (adult beneficiary)
3636 Jackson St.
San Francisco, CA 94118
Norma Hepworth
15} (adult beneficiary)
P.O. Box 871
Hailey, ID 83333
Raymonde Gely
16) (adult beneficiary)
3532 Sacramento St., #2
San Francisco, CA 94118
. Page of
Fim Arsoved tor Optonel Use ATTACHMENT TO NOTICE OF HEARING PROOF OF SERVICE BY MAIL pagal
“He eoioe cou {Probate—Decedents' Estates and Guardianships and Conservatorships) Somtigns
(Now July 1, 2005]DE-120(MA)/GG-020(MA)
ESTATE, GUARDIANSHIP [__] CONSERVATORSHIP [X_], MATTER
(Narhe): In the Matter of the Kathryn C. Qvale Exempt Marital Trust, dated January 31, 2006 PTR~13~-297016
OF | CASE NUMBER:
ATTACHMENT TO NOTICE OF HEARING PROOF OF SERVICE BY MAIL
: (This Attachment Is for use with forms DE-120 and GC-020.}
NAME AND ADDRESS OF EACH PERSON TO WHOM NOTICE WAS MAILED
No. Name of person served
Address (number, street, cify, and zip code)
Nancy Bong
AZ| {adult beneficiary)
23 Kingston Place
Walnut Creek, CA 94596
Don Endo
18|(adult beneficiary)
21000 Glenwood Drive
Castro Valley, CA 94552
Hubert Gely
19} (adult beneficiary}
3532 Sacramento St., #2
San Francisco, CA 94118
Karen Duarteau
20|(adult beneficiary)
2600 Nicasio Valley Road
Nicasio, CA 94946
Lillian Fredriksson
21|(adult beneficiary}
“1318 Hale Drive
Concord, CA 94518
Roger Hangen
22 |{adult beneficiary)
868 Hast 2830 South
Hagerman, ID 83332
Ronald Hayes Malone
23|(Co-Trustee of the Exempt and
Non-Exempt Trusts)
909 Mustang Court
Petaluma, CA 94954
Laura Hiura
24/(adult beneficiary)
901 Van Ness Ave.
San Francisco, CA 94109
Shirley Hansen
25| (adult beneficiary)
868 Bast 2830 South
Hagerman, ID 83332
Bruce H, Qvale
26] (Co-Family Trustee and adult
beneficiary)
13260 Sabel Chase
West Palm Beach, FL 33418
Miles Jeffrey Qvale
271 (Co-Family Trustee and adult
beneficiary)
147 Lagunitas Road
Ross, CA 94957
Page of
Form Approved fer Optenel Use ATTACHMENT TO NOTICE OF HEARING PROOF OF SERVICE BY MAIL. 8
(Probate—Decedents’ Estates and Guardianships and Conservatorships) .
DE-120(MAVGC-020(HA)
[New July 4, 2005)
Preview
DE-120 ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address): | Dominic J. Campisi, SBN 63326 Andrew Zabronsky, SBN 115339 Evans, Latham & Campisi One Post Street, Suite 600 San Francisco, CA 94104 TELEPHONENO. (415) 421-0288 E-MAIL ADDRESS (Optionsi): ATTORNEY FOR (Namo): Jeffrey Qvale, Co-Trustee FAXNO. (Optionay: (415) 421-0464 SUPERIOR COURT OF CALIFORNIA, COUNTYOF San Francisco srreerappress, 400 McAllister Street waincaooress: 400 McAllister Street eryenozecooe: San Francisco, CA 94102 BRANCHNAME: San Francisco Superior Court (7) ESTATE OF (ama): DX] INTHE MATTER OF (Name): Kathryn C. Qvale Exempt Marital Trust, dated January 31, 2006 DECEDENT [X | TRUST OTHER FOR COURT USE ONLY ELECTRONICALLY FILED Superior Court of California, County of San Francisco APR 09 2014 Clerk of the Court BY: NOELIA RIVERA Deputy Clerk NOTICE OF HEARING—DECEDENT’S ESTATE OR TRUST CASE NUMBER: PTR-13-297016 This notice is required by law. This notice does not require you to appear in court, but you may attend the hearing if you wish. . NOTICE is given that (name); (representative capacity, if any): Jeffrey Qvale, individually and as Co-Trustee has filed (specify)* PETITION TO DETERMINE VALIDITY OF EXERCISE OF POWER OF APPOINTMENT; FOR REDRESS FOR WRONGFUL INTERFERENCE WITH RIGHT TO INHERIT; FOR DAMAGES AND OTHER RELIEF FOR FINANCIAL ELDER ABUSE (Prob. Code § 17200(b)(3); Welf. & Inst. Code § 15657.3) 2. You may refer to the filed documents for more information. (Some documents filed with the court are confidential.) 3. A HEARING on the matter will be heid as follows: a. Date: May 13, 2014 Time: 9:00 a.m. Dept: Probate Room: 202 b. Address of court |_X | shown above is (specify): Assistive listening systems, computer-assisted real-time captioning, or sign language interpreter services are available upon request if at least 5 days notice is provided. Contact the clerk's office for Request for Accommodations by Persons With Disabilities and Order (form MC-410), (Civil Code section 54.8.) * Do not use this form to give notice of a petition to administer estate (see Prob. Code, § 8100 and form DE-121) or notice of a hearing in a guardianship or conservatorship (see Prob. Code, §§ 1511 and 1822 and form GC-020). Page 1 of 2 Form Adopted for Mandatory Use Judicial Counelt of California DE-120 [Rev. July 1, 2005] {Probate—Decedents' Estates) NOTICE OF HEARING—DECEDENT'S ESTATE OR TRUST Probate Code §§ 857, 1211, ut is” 1215, 1216, 1230, 17100 te Dus[__] ESTATE OF (Namo): LX} INTHE MATTER OF (Namoj: In the Matter of | cAsrNumper: | the Kathryn C. Qvale Exempt Marital Trust, dated January 31, 2006 DECEDENT LX |Taust_[__] otwer| PER-13-297016 GLERK’S CERTIFICATE OF POSTING 41. i certify that | am not a party to this cause. 2, Acopy of the foregoing Notice of Hearlng—Decedent's Estate or Trust a. Was posted at (address): . b. was posted on (dats): Date: Clerk, by a , Deputy PROOF OF SERVICE BY MAIL * 4. 1am over the ago of 18 and not a party to this cause. | am a resident of or employed in the county where the mailing occurred. 2. My residence ot business address Is (specify); One Post Street Suite 600 San Francisco, CA 94104 3. {served the foregoing Notice of Hearing—Decedent's Estate or Trust on each person named below by enclosing a copy In an envelope addressed as shown below AND . a. [__] depositing the sealed envelope on the date and at the place shown in Item 4 with the United States Postal Service with the postage fully prepaid. b. [X] placing the envelope for collection and mailing on the date and at the place shown in item 4 following our ordinary business practices. | am readily familiar with this business's practice for collecting and processing correspondence for mailing. On the same day that correspondence is placed for collection and mailing, it ls deposited in the ordinary course of business with the United States Postal Service in a sealed envelope with postage fully prepaid. 4. a Datemailed: April 7, 2014 b, Place mailed (city, state); San Francisco, California 5. [X] | served with the Notice of Hearing—Decedent's Estate or Trust a copy of the petition or other document referred to in the Notice, 1 declare under penalty of perjury under the laws of the State of Californla that the foregoing is true and correct. Date: April 8, 2014 vy Sagas! Qowie Vanessa Araujo {TYPE OR PRINT NAME OF PERSON COMPLETING THIS FORM) (SIGNATURE OF PERSON COMPLETING THIS NAME AND ADDRESS OF EACH PERSON TO WHOM NOTICE WAS MAILED Name of person served Address (number, streot, city, state, and zip code} 4, |Peter L. Muhs Cooper, White & Cooper, LLP 201 California Street, 17th Floor Gan Francisco, CA 94111-5002 2, |Monica Dell'Osso law Offices of Monica Dell'Osso Guardian Ad Litem for Minors Miles | |Monica Dell. 'Osso Coliti Qvale and Max Keaton Qvale | | 1901 Harrison Street, 14th Floor 3. |Jordan P, Rose Manatt, Phelps & Phillips, LLP Gary D. Rothstein One Embarcadero Center, 30th Floor : San Francisco, CA 94111 4, [Laura Hiura 901 Van Ness Ave. (Co-Trustee of the San Francisco, CA 94109 Survivor's Trust) X_] Continued on an attachment. (You may use Attachment to Notice of Hearing Proof of Service by Mail, form DE-120(MA}/GC-020(MA), for thls purpose.) * Do not use this form for proof of personal service. You may use form DE-120{P) to prove personal service of this Notice. DEszO Rew hy 1, 20081 NOTICE OF HEARING—DECEDENT'S ESTATE OR TRUST Page 2012 (Probate—Decedents' Estates)DE-120(MA)IGC-020(MA) OF CASE NUMBER: PYR+13+297016 (Tlestare [7] suarpiansuie {7 conservarorsuip [3] MATTER (Nome)! In. the Matter of the Kathryn C. Qvale Exempt Marital Trust, dated January 31, 2006 ATTACHMENT TO NOTICE OF HEARING PROOF OF SERVICE BY MAIL (This Attachment is for use with forms DE-120 and GC-020,) NAME AND ADDRESS OF EACH PERSON TO WHOM NOTICE WAS MAILED Address (number, streat, city, and zip cade) 147 Lagunitas Road Ross, CA 94957 147 Lagunitas Road Ross, CA 94957 350G Scott st. San Francisco, CA 94123 . No. Name of person served Miles Colin Qvale § |(minor beneficiary) Miles Jeffrey Qvale 6_|Parent of Miles Colin Qvale) Kendel Hailey Qvale 7_|(adult beneficiary) Christopher Kjell Qvale 8 |{adult beneficiary) 2945 Pacific Ave., Unit 6 San Francisco, CA 94115 Blake Henry Qvale 9 j(aduit beneficiary) 336 8. New York, 18th St., Apt. E-2 NY 10003 Miles Jeffrey Qvale 10|/Parent of Max Keaton Qvale 147 Lagunitas Road Ross, CA 94957 Max Keaton “Qvale AL|({minor beneficiary) 147 Lagunitas Road Ross, CA 94957 Connor Hammond Qvale 12){adult beneficiary) | Boca Raton, 98 Via Poinciana Lane FL 33487 Caroline Paige Qvale 13) (adult beneficiary) 461 2nd Street, #C227 San Francisco, CA 94107 Rita delincic 14} (adult beneficiary) 3636 Jackson St. San Francisco, CA 94118 Norma Hepworth 15} (adult beneficiary) P.O. Box 871 Hailey, ID 83333 Raymonde Gely 16) (adult beneficiary) 3532 Sacramento St., #2 San Francisco, CA 94118 . Page of Fim Arsoved tor Optonel Use ATTACHMENT TO NOTICE OF HEARING PROOF OF SERVICE BY MAIL pagal “He eoioe cou {Probate—Decedents' Estates and Guardianships and Conservatorships) Somtigns (Now July 1, 2005]DE-120(MA)/GG-020(MA) ESTATE, GUARDIANSHIP [__] CONSERVATORSHIP [X_], MATTER (Narhe): In the Matter of the Kathryn C. Qvale Exempt Marital Trust, dated January 31, 2006 PTR~13~-297016 OF | CASE NUMBER: ATTACHMENT TO NOTICE OF HEARING PROOF OF SERVICE BY MAIL : (This Attachment Is for use with forms DE-120 and GC-020.} NAME AND ADDRESS OF EACH PERSON TO WHOM NOTICE WAS MAILED No. Name of person served Address (number, street, cify, and zip code) Nancy Bong AZ| {adult beneficiary) 23 Kingston Place Walnut Creek, CA 94596 Don Endo 18|(adult beneficiary) 21000 Glenwood Drive Castro Valley, CA 94552 Hubert Gely 19} (adult beneficiary} 3532 Sacramento St., #2 San Francisco, CA 94118 Karen Duarteau 20|(adult beneficiary) 2600 Nicasio Valley Road Nicasio, CA 94946 Lillian Fredriksson 21|(adult beneficiary} “1318 Hale Drive Concord, CA 94518 Roger Hangen 22 |{adult beneficiary) 868 Hast 2830 South Hagerman, ID 83332 Ronald Hayes Malone 23|(Co-Trustee of the Exempt and Non-Exempt Trusts) 909 Mustang Court Petaluma, CA 94954 Laura Hiura 24/(adult beneficiary) 901 Van Ness Ave. San Francisco, CA 94109 Shirley Hansen 25| (adult beneficiary) 868 Bast 2830 South Hagerman, ID 83332 Bruce H, Qvale 26] (Co-Family Trustee and adult beneficiary) 13260 Sabel Chase West Palm Beach, FL 33418 Miles Jeffrey Qvale 271 (Co-Family Trustee and adult beneficiary) 147 Lagunitas Road Ross, CA 94957 Page of Form Approved fer Optenel Use ATTACHMENT TO NOTICE OF HEARING PROOF OF SERVICE BY MAIL. 8 (Probate—Decedents’ Estates and Guardianships and Conservatorships) . DE-120(MAVGC-020(HA) [New July 4, 2005)