On May 23, 2006 a
MINUTES FOR NOV-16-2006 9:30 AM FOR DEPT 204
was filed
involving a dispute between
Baum Thornley Architects, Llp One Ferry Building, Suite,
Bibbs, Paula R. Unk San Francisco, Ca 94102,
Hart, Rosia Lee,
Williams, Rosalind Reed,
Thomas, Herb,
and
Wiggins, Gregory,
for TRUST (PETITION TO REVOKE POWERS OF TRUSTEES)
in the District Court of San Francisco County.
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SUPERIOR COURT OF CALIFORNIA
COUNTY OF SAN FRANCISCO
MINUTES
Court Date: Nov 16, 2006 Courtroom: 204
IN THE MATTER OF THE ROSIA L. HART
REVOCABLE TRUST Case Number: PTR-06-288755
TRUSTOR
Nature of Cause : Petition to Revoke Powers of
Trustees, Bring Trust Under Continuing Court
Supervision, and Appoint General Successor
Trustee
Present:
Judge: DOROTHY L. MCMATH
Reporter: CARLA DAVIS — CSR#12998 Clerk: JOY GUANDIQUE
Investigator: JEANINE LIM Bailiff: DEPUTY MIZOTA
Appearing:
Edward Koplowitz (Litigation Counsel); Herb Thomas (Temporary Conservator), Andrew Schultz (Counsel for Mr.
Thomas), Rosia Hart (Proposed Conservatee), Bruce Feder (Court-appointed Counsel for Ms. Hart). Rosalind
Williams (Petitioner) was present in court
At the outset, Mr. Feder noted that Ms. Williams withdrew both Petitions: 1) Appointment of Successor Trustee and
2) Appointment of Conservator. Mr. Feder also noted that Ms. Hart is opposed to the Conservatorship, but agrees
that she needs assistance with regard to the estate. Mr. Feder requested that Ms. Hart be allowed to control her own
income, assets be controlled by a trust, and that termination of the Conservatorship be considered after her finances
are in order and all assets are brought into the trust. Mr. Schultz noted that he did not object to Mr. Feder's requests
& that the stability of a Conservatorship would be in Ms. Hart's best interest, Mr. Schultz suggested including a
provision that Mr. Thomas act as Case Manager. After Mr. Feder noted that he had no objections to the provision,
the Court granted the Petition appointing Herb Thomas the Conservator of the state of Rosia Hart and the Petition
to Revoke Powers of Trustee, Bring Trust Under Continuing Court Supervision, appointing Herb Thomas the
General Successor Trustee of the Rosia Hart Revocable Trust (signing the Orders for same in open court).
Further Orders:
Inventory, General Plan, and Assessment must be filed two weeks before: February 27, 2007
First Account and Status Report must be filed two weeks before: January 28, 2008
Ifthe estate includes real property, proof of recording of letters must be filed two weeks before: February 27, 2007.
The Assessment Fee of $690.00 is charged.
Conservatorship Bond is set at $20,000,
Trustee Inventory must be filed two weeks before: February 27, 2007.
Trustee First Account must be filed two weeks before: January 28, 2008.
Trust Bond is set at $25,000.00,
Case No. PTR-06-288755
Case Title : IN THE MATTER OF THE ROSIA L. HART REVOCABLE TRUST
Date :11/16/06 3:33 PM
-1- Form: PO01000
Document Filed Date
November 16, 2006
Case Filing Date
May 23, 2006
Category
TRUST (PETITION TO REVOKE POWERS OF TRUSTEES)
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SUPERIOR COURT OF CALIFORNIA COUNTY OF SAN FRANCISCO MINUTES Court Date: Nov 16, 2006 Courtroom: 204 IN THE MATTER OF THE ROSIA L. HART REVOCABLE TRUST Case Number: PTR-06-288755 TRUSTOR Nature of Cause : Petition to Revoke Powers of Trustees, Bring Trust Under Continuing Court Supervision, and Appoint General Successor Trustee Present: Judge: DOROTHY L. MCMATH Reporter: CARLA DAVIS — CSR#12998 Clerk: JOY GUANDIQUE Investigator: JEANINE LIM Bailiff: DEPUTY MIZOTA Appearing: Edward Koplowitz (Litigation Counsel); Herb Thomas (Temporary Conservator), Andrew Schultz (Counsel for Mr. Thomas), Rosia Hart (Proposed Conservatee), Bruce Feder (Court-appointed Counsel for Ms. Hart). Rosalind Williams (Petitioner) was present in court At the outset, Mr. Feder noted that Ms. Williams withdrew both Petitions: 1) Appointment of Successor Trustee and 2) Appointment of Conservator. Mr. Feder also noted that Ms. Hart is opposed to the Conservatorship, but agrees that she needs assistance with regard to the estate. Mr. Feder requested that Ms. Hart be allowed to control her own income, assets be controlled by a trust, and that termination of the Conservatorship be considered after her finances are in order and all assets are brought into the trust. Mr. Schultz noted that he did not object to Mr. Feder's requests & that the stability of a Conservatorship would be in Ms. Hart's best interest, Mr. Schultz suggested including a provision that Mr. Thomas act as Case Manager. After Mr. Feder noted that he had no objections to the provision, the Court granted the Petition appointing Herb Thomas the Conservator of the state of Rosia Hart and the Petition to Revoke Powers of Trustee, Bring Trust Under Continuing Court Supervision, appointing Herb Thomas the General Successor Trustee of the Rosia Hart Revocable Trust (signing the Orders for same in open court). Further Orders: Inventory, General Plan, and Assessment must be filed two weeks before: February 27, 2007 First Account and Status Report must be filed two weeks before: January 28, 2008 Ifthe estate includes real property, proof of recording of letters must be filed two weeks before: February 27, 2007. The Assessment Fee of $690.00 is charged. Conservatorship Bond is set at $20,000, Trustee Inventory must be filed two weeks before: February 27, 2007. Trustee First Account must be filed two weeks before: January 28, 2008. Trust Bond is set at $25,000.00, Case No. PTR-06-288755 Case Title : IN THE MATTER OF THE ROSIA L. HART REVOCABLE TRUST Date :11/16/06 3:33 PM -1- Form: PO01000