On August 30, 2018 a
Request,Application
was filed
involving a dispute between
Korkes Wendi,
and
Schwartz Melissa,
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 12/7/2018 11:53 AM Sherri R. Carter, Executive Officer/Clerk, By T. Young, Deputy Clerk
SARA I. MELEMEN SEN: ZTIJHFT
LAW OFFICE OF DAVID A. ESQUIBIAS
2625 TDWNSGATE ROAD, SUITE 330
WESTLAKE VILLAGE, CALIFORNIA 91361
[305} 26mm FAX [305} 26?.1140
Attorneys far Petitioner
Wendi Knrkes
\Dm‘qfl‘tmfiMMH
SUPERIOR COURT FUR THE STATE {3F CALIFURNIA
COUNTY 0F LBS ANGELESICENTRAL DISTRICT
IN RE: CASE ND. IBSTPBDEIQ'Q
THE 2MB SCHAFFER LIVING TRUST; REQUEST 0F CURRENT BENEHcmRY
AND SUBFTRUSTS, INCLUDING: T0 WAIVE BDND IF PROFESSIONAL
ECHAFFER ADMINISTRATIVE TRUST; FIDUCIARY Is APPOINTED
KDRKES CHARITABLE
W'ENl'JI [PROBATE CODE § 15632 {31(3) and {b};
REMAINDER TRUST; AND WENDI
KDRKES IRREVDCAHLE TRUST DATE: JANUARY 1T, 2013
TIME: 3:31] AM
DEPT: 11
Petitioner, Wendi Knrkea, beneficiary declarea the fnllawing:
1. I am thfi current, 3013 beneficiary 0f the chdi Karkcs Charitable
Remainder Trust and flu: Wendi Korkes Irrevncable Trust {hereafter “Trusts”}.
HMMNNMMMMHHHHHHHHI—IH
mummnuanmmqmmthI-Ia
2. On Augual 30, 2013, I filed a pfifitinn to remove Melissa Schwartz a3
Trustee and propoaad an appointmfint of Angelique Friend, a Frnfcssiflnal Fiduciary,
Licansf: N0. 368, a5 Trustee of the Trusts.
3. Probate Cede § 156U2[a][3] does not require bond for aTrustee appninted
by the Court.
4. Further, as sole currcnt beneficiary, I hereby waive Lhe IEQuirament for
bond, undfir Probate Code § 1.5602(1)], should proffissional fiduciary, Angcliquc Friend
be appointed. Campelling circumstances exist in that the current trustee Melissa
Schwartz has chargfid trustee fees Which exceed $30D,DDU.DU Dvfir a thrce year ptrind.
The remainder beneficiaries arc charitable institutinns, the appointment uf a
pmfes-sional fiduciary will limit the administrative custS fur thc current b&neficiary a3
1
REQUEST or CURRENT BENEFICIARY T0 WAIVE BOND 11: vmwfisslnml. FIDUCIARY 15 APPOINTED
[PRU BATE CODE 5 155112 {anal and [bu
Document Filed Date
December 07, 2018
Case Filing Date
August 30, 2018
Category
Trust (General Jurisdiction)
Status
Statistical Disposition 10/21/2019
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Electronically FILED by Superior Court of California, County of Los Angeles 12/7/2018 11:53 AM Sherri R. Carter, Executive Officer/Clerk, By T. Young, Deputy Clerk SARA I. MELEMEN SEN: ZTIJHFT LAW OFFICE OF DAVID A. ESQUIBIAS 2625 TDWNSGATE ROAD, SUITE 330 WESTLAKE VILLAGE, CALIFORNIA 91361 [305} 26mm FAX [305} 26?.1140 Attorneys far Petitioner Wendi Knrkes \Dm‘qfl‘tmfiMMH SUPERIOR COURT FUR THE STATE {3F CALIFURNIA COUNTY 0F LBS ANGELESICENTRAL DISTRICT IN RE: CASE ND. IBSTPBDEIQ'Q THE 2MB SCHAFFER LIVING TRUST; REQUEST 0F CURRENT BENEHcmRY AND SUBFTRUSTS, INCLUDING: T0 WAIVE BDND IF PROFESSIONAL ECHAFFER ADMINISTRATIVE TRUST; FIDUCIARY Is APPOINTED KDRKES CHARITABLE W'ENl'JI [PROBATE CODE § 15632 {31(3) and {b}; REMAINDER TRUST; AND WENDI KDRKES IRREVDCAHLE TRUST DATE: JANUARY 1T, 2013 TIME: 3:31] AM DEPT: 11 Petitioner, Wendi Knrkea, beneficiary declarea the fnllawing: 1. I am thfi current, 3013 beneficiary 0f the chdi Karkcs Charitable Remainder Trust and flu: Wendi Korkes Irrevncable Trust {hereafter “Trusts”}. HMMNNMMMMHHHHHHHHI—IH mummnuanmmqmmthI-Ia 2. On Augual 30, 2013, I filed a pfifitinn to remove Melissa Schwartz a3 Trustee and propoaad an appointmfint of Angelique Friend, a Frnfcssiflnal Fiduciary, Licansf: N0. 368, a5 Trustee of the Trusts. 3. Probate Cede § 156U2[a][3] does not require bond for aTrustee appninted by the Court. 4. Further, as sole currcnt beneficiary, I hereby waive Lhe IEQuirament for bond, undfir Probate Code § 1.5602(1)], should proffissional fiduciary, Angcliquc Friend be appointed. Campelling circumstances exist in that the current trustee Melissa Schwartz has chargfid trustee fees Which exceed $30D,DDU.DU Dvfir a thrce year ptrind. The remainder beneficiaries arc charitable institutinns, the appointment uf a pmfes-sional fiduciary will limit the administrative custS fur thc current b&neficiary a3 1 REQUEST or CURRENT BENEFICIARY T0 WAIVE BOND 11: vmwfisslnml. FIDUCIARY 15 APPOINTED [PRU BATE CODE 5 155112 {anal and [bu