On September 23, 2010 a
Probate Matters
was filed
involving a dispute between
Kelley, Beth,
Sweet, Patsy Wendler,
and
Sweet, Patsy Wendler,
for Trust
in the District Court of San Bernardino County.
Preview
Superior Court of Calif County of San Bernardino
Page 20
CIVPRO San Bernardino District Probate
PROBATE CONSERVATORSHIP CALENDAR
HONORABLE KYLE BRODIE
DATE 01 25 16 TIME 9 30 DEPT S37P
CASE PRO DS1000723
CASE NAME FRED H and BETTY LOU WENDLER LIVING TRUST
SEE ALSO 12
HEARING
Accounting Review
COUNSEL
BETH KELLEY PET HARTNELL LAW GROUP
THE FRED HWENDLER AND BETTY L TRU
PATSY WENDLER SWEET PET BROWN WHITE OSBORN LLP
PATSY JO WENDLER OBJ JACK B OSBORN
MELODIE Z SCOTT HORSPOOL H ORSPOOL HORSPOOL
PATSY WENDLER SWEET BROWN WHITE OSBORN BROWN WHI
X REF CON PS1100156
GENERAL INFORMATION
THIS CASE IS SET FOR HEARING ON Accounting review for trust
THE FOLLOWING ISSUES AND OR DEFICIENCIES IN THE PAPERS ARE NOTED
1 Order granting petition to create substituted trust was entered on 4 3 14 creating
trust for conservatee and funding certain assets into the trust and appointing Natalie
Blickenstaff conservator as trustee Order also requires annual accounting for
trust assets
2 Need first trust accounting
RECOMMENDATION
Court s discretion
ds
Revised second checknotes post two court days prior to the hearing
Documents filed at least seven daysprior to the hearing will be
included while later documents may be delivered to the courtroom for consideration at the judge s discretion
Examiners can be contacted at
ProbateNotes@sb court for clarification of the notes only
no legalor procedural advice will be given
Document Filed Date
January 21, 2016
Case Filing Date
September 23, 2010
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Superior Court of Calif County of San Bernardino Page 20 CIVPRO San Bernardino District Probate PROBATE CONSERVATORSHIP CALENDAR HONORABLE KYLE BRODIE DATE 01 25 16 TIME 9 30 DEPT S37P CASE PRO DS1000723 CASE NAME FRED H and BETTY LOU WENDLER LIVING TRUST SEE ALSO 12 HEARING Accounting Review COUNSEL BETH KELLEY PET HARTNELL LAW GROUP THE FRED HWENDLER AND BETTY L TRU PATSY WENDLER SWEET PET BROWN WHITE OSBORN LLP PATSY JO WENDLER OBJ JACK B OSBORN MELODIE Z SCOTT HORSPOOL H ORSPOOL HORSPOOL PATSY WENDLER SWEET BROWN WHITE OSBORN BROWN WHI X REF CON PS1100156 GENERAL INFORMATION THIS CASE IS SET FOR HEARING ON Accounting review for trust THE FOLLOWING ISSUES AND OR DEFICIENCIES IN THE PAPERS ARE NOTED 1 Order granting petition to create substituted trust was entered on 4 3 14 creating trust for conservatee and funding certain assets into the trust and appointing Natalie Blickenstaff conservator as trustee Order also requires annual accounting for trust assets 2 Need first trust accounting RECOMMENDATION Court s discretion ds Revised second checknotes post two court days prior to the hearing Documents filed at least seven daysprior to the hearing will be included while later documents may be delivered to the courtroom for consideration at the judge s discretion Examiners can be contacted at ProbateNotes@sb court for clarification of the notes only no legalor procedural advice will be given