On March 12, 2021 a
Motion-Secondary
was filed
involving a dispute between
Sad Gregory L.,
and
for Trust (General Jurisdiction)
in the District Court of Los Angeles County.
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Electronically FILED by Superior Court of California, County of Los Angeles 9/24/2021 4:35 PM Sherri R. Carter, Executive Officer/Clerk, By Richard HSU, Deputy Clerk
1 SCHOMER LAW GROUP, APC
SCOTT P. SCHOMER (State Bar No.: 150027)
2 222 N. Pacific Coast Highway, Suite 103
El Segundo, CA 90245
3 Telephone: (310) 337-7696
Facsimile: (310) 337-1277
4
Attorneys for Successor Trustee Gregory L. Sad
5
6
7
SUPERIOR COURT OF THE STATE OF CALIFORNIA
8
FOR THE COUNTY OF LOS ANGELES
9
10 In re: the matter of: Case No.: 21STPB02337
11
THE SAD FAMILY TRUST, dated August REPLY TO OBJECTIONS TO FIRST
12 10, 1996, as amended. ACCOUNT AND NOMINATION OF
CANDIDATES FOR AUDITOR OF
13 FIRST ACCOUNT
14
Date : October 8, 2021
15 Time : 10 :30 a.m.
Dept. : 5
16
17 Successor Trustee Gregory L. Sad (“Trustee”) hereby presents his Reply to Objections to
18 First and Final Account and Report (the “Account”), as Successor Trustee of The Sad Family
19 Trust, dated August 10, 1996, as amended June 26, 2014 (the “Sad Trust”), and his nominations
20 to request for appointment of an auditor, hereby alleges as follows:
21 1. The Appointment of an Auditor is Highly Unusual and Unnecessary in this
22 Matter.
23 At the last hearing of this matter on August 11, 2021, neither the court nor Trustee had
24 been afforded an adequate opportunity to review the written objections of Nicole Joy-Kerkenides
25 (“Objector”), which had only been filed the day before the hearing.
26 The Account as prepared was reviewed by the Los Angeles Superior Court’s staff and
27 probate attorneys and the Court was provided with a recommendation of “RFA” or recommended
28 for approval. (See, August 11, 2021 probate notes, Exhibit “1” attached hereto and incorporated
1
Reply to Objections to First Account and Nomination of Auditor
Document Filed Date
September 24, 2021
Case Filing Date
March 12, 2021
Category
Trust (General Jurisdiction)
Status
Statistical Disposition 10/03/2023
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Electronically FILED by Superior Court of California, County of Los Angeles 9/24/2021 4:35 PM Sherri R. Carter, Executive Officer/Clerk, By Richard HSU, Deputy Clerk 1 SCHOMER LAW GROUP, APC SCOTT P. SCHOMER (State Bar No.: 150027) 2 222 N. Pacific Coast Highway, Suite 103 El Segundo, CA 90245 3 Telephone: (310) 337-7696 Facsimile: (310) 337-1277 4 Attorneys for Successor Trustee Gregory L. Sad 5 6 7 SUPERIOR COURT OF THE STATE OF CALIFORNIA 8 FOR THE COUNTY OF LOS ANGELES 9 10 In re: the matter of: Case No.: 21STPB02337 11 THE SAD FAMILY TRUST, dated August REPLY TO OBJECTIONS TO FIRST 12 10, 1996, as amended. ACCOUNT AND NOMINATION OF CANDIDATES FOR AUDITOR OF 13 FIRST ACCOUNT 14 Date : October 8, 2021 15 Time : 10 :30 a.m. Dept. : 5 16 17 Successor Trustee Gregory L. Sad (“Trustee”) hereby presents his Reply to Objections to 18 First and Final Account and Report (the “Account”), as Successor Trustee of The Sad Family 19 Trust, dated August 10, 1996, as amended June 26, 2014 (the “Sad Trust”), and his nominations 20 to request for appointment of an auditor, hereby alleges as follows: 21 1. The Appointment of an Auditor is Highly Unusual and Unnecessary in this 22 Matter. 23 At the last hearing of this matter on August 11, 2021, neither the court nor Trustee had 24 been afforded an adequate opportunity to review the written objections of Nicole Joy-Kerkenides 25 (“Objector”), which had only been filed the day before the hearing. 26 The Account as prepared was reviewed by the Los Angeles Superior Court’s staff and 27 probate attorneys and the Court was provided with a recommendation of “RFA” or recommended 28 for approval. (See, August 11, 2021 probate notes, Exhibit “1” attached hereto and incorporated 1 Reply to Objections to First Account and Nomination of Auditor