On August 19, 2019 a
Petition For: - PTN FOR GUARDIAN AD LITEM FEES
was filed
involving a dispute between
Ledesma, Angela Martha,
Leon-Zerbe, Rachel Rose,
and
for Trust
in the District Court of San Bernardino County.
Preview
FCOEUHRTT
V
a
M&EURAS‘Cr)? EF BMJFORNIA
WALTER T. MOORE [STATE BAR N0. 141228] SAN esgfiaifiwafigwRD'No
'
’
'
STR'CT
7820 Boulder Avenue
Highland, California 92346 MAR O 1 2027
Telephone: (909) 809—7304
ax
Guardian ad Litem for
\OOOVONUI-PWNr-d
ANGEL LEON, Beneficiary and Conservatee
IN THE SUPERIOR COURT OF THE STATE OF CALIFORNIA
CENTRAL DISTRICT
IN AND FOR THE COUNTY OF SAN BERNARDINO
In re: ) CASE N0. TRUPS1900173
)
) PETITION FOR GUARDIAN AD LITEM
) FEES
The LEON FAMILY TRUST dated )
06/21/02 ) [Probate Code §1470]
)
DATE: I7" [22
)
) TIME: 9:00 am.
) DEPT: 36
NNNNNNNNNHr—dp—trflr—Ir—Ar—tr—ar—Ar—t
Petitioner, Walter T. Moore, hereby alleges that:
Ihave performed services on behalf of ANGEL LEON, Beneficiary and Conservatee, an
itemization of which is attached hereto and marked as “EXHIBIT A” and incorporated by
OONQ'JIbUJNt—‘OOOOVONMhWNW‘O
reference as though fully set forth herein. The value of said services totals the sum of $12,495.00.
WHEREFORE, Petitioner prays for order that the current Trustee of the LEON FAMILY
TRUST dated June 6, 2002, be ordered to pay forthwith the sum of $12,495.00 to Walter T.
Moore and for such other and fulther order the Court deems just and proper.
I declare under penalty 0f perjury under the laws of the State of California that the
foregoing is true and correct. Executed on March 1, 2022, at Hi land, California.
WALTER m,//éa Guardian ad Litem for
ANGEL LEON, Beneficiary and Conservatee
“PETITION FOR GUARDIAN AD LITEM FEES”
ANGEL LEON
Date Work Performed Time Fee
06/1 9/1 8Appeared Temporary Conservatorship
at hearing re Petition for 1.00 $425.00
06/20/1 8 Conferred with Angel Leon at his Highland home; Conferred with Court Investigator; 3.20 $1 360.00
Conferred with Mrs. Leon; Conferred with Attorney Levine
06/20/1 8 Reviewed Advanced Health Care Directive, Durable Power of Attromey for Health 2.60 $1 ,105.00
Care. Final Disposition Instructions, FirstAmendment to the First Amended and
Restate Leon Family Trust, First Codicil to the Power Over Will, HIPPA
Authorization, and Notice of Removal of Trustee
06/21/18 Prepared, walked through for Judge's signature. and filed Order Appointing Guardian 1.00 $425.00
ad Litem
06/30/1 8 Reviewed Court file 1.00 $425.00
07/02/1 8 Reviewed letterfrom Atty Levine 0.10 $42.50
07/25/1 8 Reviewed documents related to possessionand ownership of theGlock handgun; 1.20 $51 0.00
Conferred with familymembers resame
07/29/1 8 Prepared for hearing on Petition
for Conservatorship 0.30 $1 27.50
07/31/1 8 Appeared Conservatorship
at hearing re Petition for 1.00 $425.00
07/31/1 8 Conferred with Attorneys Hampton and Levine; Conferred with family members 0.80 $340.00
09/03/1 8 Reviewed letter from Attorney Hampton to Attorney Levine status estate plan 0.50 $21 2.50
documents and capacity declaration; Reviewed letter from Attorney Levine toDr.
Suthaker re Capacity Declaration
09/05/1 8 Reviewed letterfrom Atty Levine 0.10 $42.50
10/01/1 8 Prepared for hearing on Petition for Conservatorship 0.30 $1 27.50
10/02/1 8 Appeared at hearing re Petition for Conservatorship; Conferred with Attorneys 1.50 $637.50
Hampton and Levine; Conferred with familymembers
10/30/18 Prepared for hearingon Petition for Conservatorship 0.30 $127.50
10/31/18 Appeared at hearing on Petition for Conservatorship; Conferred with Attys Hampton 1.30 $552.50
and Levine
01/08/19 Prepared for hearing on Petition for Conservatorship 0.30 $1 27.50
01/09/19 Appeared at hearing on Petition for Conservatorship; Conferred with Attys Levine, 1.40 $595.00
Theios and Parker
03/18/19 Reviewed letterfrom Atty Levine 0.10 $42.50
03/28/19 Reviewed letterfrom Atty Levine 0.10 $42.50
05/14/19 Prepared for and attended Mediation atAtty Levine's office 3.50 $1 ,487.5o
06/10/19 Prepared for hearing on PetitionforConservatorship 0.30 $127.50
06/11/19 Appeared at hearing on Petition for Conservatorship; Conferred with Attys Parker, 1.20 $510.00
Levine, and Theios
08/05/1 9 Reviewed from Atty Peccorini
letter 0.20 $85.00
08/26/1 9 Prepared for hearingon Petition for Conservatorship 0.30 $1 27.50
08/27/19 Appeared at hearing on Petition for Conservatorship; Conferred with Attys Parker, 1.20 $51 0.00
Levine, and Theios
09/04/1 9 Reviewed Notice of Transferand Consolidation and Notice of Continuance 0.10 $42.50
09/1 2/1 9Reviewed 850 Petitionby Atty Peccorini (110 Pages) 0.90 $382.50
9/23/1 9 Reviwed Demand for Production ofDocuments 0.20 $85.00
09/30/1 9 Reviewed Laura Leon's Supplemental Response to Demand for Production of 1.00 $425.00
Documents (1 1 9 Pages)
11/18/19 Prepared for hearingon Petition for Conservatorship 0.30 $1 27.50
11/19/19 Appeared at hearing on Conferred with Attys Parker,
Petition for Conservatorship; 1.60 $680.00
Peccorini,and Nafoosi
01/22/20 Reviewed Objections to850 Petition 0.50 $212.50
Totals 29.40 $12,495.00
Document Filed Date
March 01, 2022
Case Filing Date
August 19, 2019
For full print and download access, please subscribe at https://www.trellis.law/.
Preview
FCOEUHRTT V a M&EURAS‘Cr)? EF BMJFORNIA WALTER T. MOORE [STATE BAR N0. 141228] SAN esgfiaifiwafigwRD'No ' ’ ' STR'CT 7820 Boulder Avenue Highland, California 92346 MAR O 1 2027 Telephone: (909) 809—7304 ax Guardian ad Litem for \OOOVONUI-PWNr-d ANGEL LEON, Beneficiary and Conservatee IN THE SUPERIOR COURT OF THE STATE OF CALIFORNIA CENTRAL DISTRICT IN AND FOR THE COUNTY OF SAN BERNARDINO In re: ) CASE N0. TRUPS1900173 ) ) PETITION FOR GUARDIAN AD LITEM ) FEES The LEON FAMILY TRUST dated ) 06/21/02 ) [Probate Code §1470] ) DATE: I7" [22 ) ) TIME: 9:00 am. ) DEPT: 36 NNNNNNNNNHr—dp—trflr—Ir—Ar—tr—ar—Ar—t Petitioner, Walter T. Moore, hereby alleges that: Ihave performed services on behalf of ANGEL LEON, Beneficiary and Conservatee, an itemization of which is attached hereto and marked as “EXHIBIT A” and incorporated by OONQ'JIbUJNt—‘OOOOVONMhWNW‘O reference as though fully set forth herein. The value of said services totals the sum of $12,495.00. WHEREFORE, Petitioner prays for order that the current Trustee of the LEON FAMILY TRUST dated June 6, 2002, be ordered to pay forthwith the sum of $12,495.00 to Walter T. Moore and for such other and fulther order the Court deems just and proper. I declare under penalty 0f perjury under the laws of the State of California that the foregoing is true and correct. Executed on March 1, 2022, at Hi land, California. WALTER m,//éa Guardian ad Litem for ANGEL LEON, Beneficiary and Conservatee “PETITION FOR GUARDIAN AD LITEM FEES” ANGEL LEON Date Work Performed Time Fee 06/1 9/1 8Appeared Temporary Conservatorship at hearing re Petition for 1.00 $425.00 06/20/1 8 Conferred with Angel Leon at his Highland home; Conferred with Court Investigator; 3.20 $1 360.00 Conferred with Mrs. Leon; Conferred with Attorney Levine 06/20/1 8 Reviewed Advanced Health Care Directive, Durable Power of Attromey for Health 2.60 $1 ,105.00 Care. Final Disposition Instructions, FirstAmendment to the First Amended and Restate Leon Family Trust, First Codicil to the Power Over Will, HIPPA Authorization, and Notice of Removal of Trustee 06/21/18 Prepared, walked through for Judge's signature. and filed Order Appointing Guardian 1.00 $425.00 ad Litem 06/30/1 8 Reviewed Court file 1.00 $425.00 07/02/1 8 Reviewed letterfrom Atty Levine 0.10 $42.50 07/25/1 8 Reviewed documents related to possessionand ownership of theGlock handgun; 1.20 $51 0.00 Conferred with familymembers resame 07/29/1 8 Prepared for hearing on Petition for Conservatorship 0.30 $1 27.50 07/31/1 8 Appeared Conservatorship at hearing re Petition for 1.00 $425.00 07/31/1 8 Conferred with Attorneys Hampton and Levine; Conferred with family members 0.80 $340.00 09/03/1 8 Reviewed letter from Attorney Hampton to Attorney Levine status estate plan 0.50 $21 2.50 documents and capacity declaration; Reviewed letter from Attorney Levine toDr. Suthaker re Capacity Declaration 09/05/1 8 Reviewed letterfrom Atty Levine 0.10 $42.50 10/01/1 8 Prepared for hearing on Petition for Conservatorship 0.30 $1 27.50 10/02/1 8 Appeared at hearing re Petition for Conservatorship; Conferred with Attorneys 1.50 $637.50 Hampton and Levine; Conferred with familymembers 10/30/18 Prepared for hearingon Petition for Conservatorship 0.30 $127.50 10/31/18 Appeared at hearing on Petition for Conservatorship; Conferred with Attys Hampton 1.30 $552.50 and Levine 01/08/19 Prepared for hearing on Petition for Conservatorship 0.30 $1 27.50 01/09/19 Appeared at hearing on Petition for Conservatorship; Conferred with Attys Levine, 1.40 $595.00 Theios and Parker 03/18/19 Reviewed letterfrom Atty Levine 0.10 $42.50 03/28/19 Reviewed letterfrom Atty Levine 0.10 $42.50 05/14/19 Prepared for and attended Mediation atAtty Levine's office 3.50 $1 ,487.5o 06/10/19 Prepared for hearing on PetitionforConservatorship 0.30 $127.50 06/11/19 Appeared at hearing on Petition for Conservatorship; Conferred with Attys Parker, 1.20 $510.00 Levine, and Theios 08/05/1 9 Reviewed from Atty Peccorini letter 0.20 $85.00 08/26/1 9 Prepared for hearingon Petition for Conservatorship 0.30 $1 27.50 08/27/19 Appeared at hearing on Petition for Conservatorship; Conferred with Attys Parker, 1.20 $51 0.00 Levine, and Theios 09/04/1 9 Reviewed Notice of Transferand Consolidation and Notice of Continuance 0.10 $42.50 09/1 2/1 9Reviewed 850 Petitionby Atty Peccorini (110 Pages) 0.90 $382.50 9/23/1 9 Reviwed Demand for Production ofDocuments 0.20 $85.00 09/30/1 9 Reviewed Laura Leon's Supplemental Response to Demand for Production of 1.00 $425.00 Documents (1 1 9 Pages) 11/18/19 Prepared for hearingon Petition for Conservatorship 0.30 $1 27.50 11/19/19 Appeared at hearing on Conferred with Attys Parker, Petition for Conservatorship; 1.60 $680.00 Peccorini,and Nafoosi 01/22/20 Reviewed Objections to850 Petition 0.50 $212.50 Totals 29.40 $12,495.00