On October 10, 2012 a
Party Statement
was filed
involving a dispute between
Bautista, Leo F.,
and
for TRUST (petition for order appointing successor trustee)
in the District Court of San Francisco County.
Preview
Sheila K. Robello, Esq. (SBN 209300)
Solan, Park & Robello
354 Pine St., 7" Floor
San Francisco, CA 94104 ELECTRONICALLY
Telephone: (415) 777-3300 FILED
Facsimile: (415) 777-3301 Superior Court of California,
Email: law@solanpark.com County of San Francisco
06/16/2023
Attorneys for Executor, Clerk of the Court
Leo F. Bautista, Successor Trustee BY: CARLOS MURILLO
Deputy Clerk
SUPERIOR COURT OF CALIFORNIA
COUNTY OF SAN FRANCISCO
10 In Re: Case No.: PTR-12-296124
11 DECLARATION OF SHEILA K. ROBELLO
San Lee and Mui Chow Lee REGARDING ELECTRONIC FINANCIAL
12 Revocable Trust dated STATEMENTS
March 24, 1995, as amended
13 December 22, 2004 Date: September 19, 2023
Time: 9:00 AM
14 Place: Room 204
15 J, Sheila K. Robello declare as follows:
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1 Tam an attorney at law in good standing, duly licensed to practice law in the State of
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California and am a partner with the law firm of Solan, Park & Robello. I represent the Successor
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Trustee, Leo F. Bautista in these proceedings.
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20 2 I certify that I have, in my possession, the electronic financial statements which
21 support my trustee’s Fifth and Final Report and Account of Trustee; Petition
for its
22 Settlement and Approval; for Approval of Trustee and Attorneys’ Fees and Reimbursement of Costs
23
Advanced, for Reduction of Bond by $138,000 from $686,000 to $548,000; for Distribution of
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Remaining Assets Pursuant to the Terms of the Trust as Modified by the Settlement Agreement Approved|
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by the Court on January 22, 2022; for Appointment of Jeannette St. Onge as Trustee of the Subtrust
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28 DECLARATION OF SHEILA K. ROBELLO REGARDING ELECTRONIC FINANCIAL STATEMENTS
Solan, Park CASE NO.: PTR-12-296124
& Robello 1
Created for Bryan Chow to Serve Without Bond as Named Successor Trustee and, for Removal of Trust
from Continued Court Supervision
3. Successor Trustee receives the statements in paper form and sent them over as an
encrypted email. Statement that consists of the Bank of America account number xxxx8916.
4, My office has made no alterations to the statements other than obscuring the entire
accounting number in interests of safeguarding the assets of the estate.
I declare under penalty of perjury under the laws of the State of California that the above is true
and correct and if called as a witness I could testify competently thereto.
10 Executed this 16" day of June, 2023 in San Francisco, California.
11 SOLAN, PARK & ROBELLO
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14 Sheila K. Robello, Attorney for
15 Leo F. Bautista, Successor Trustee
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28 DECLARATION OF SHEILA K. ROBELLO REGARDING ELECTRONIC FINANCIAL STATEMENTS
Solan, Park CASE NO.: PTR-12-296124
& Robello 2
Document Filed Date
June 16, 2023
Case Filing Date
October 10, 2012
Category
TRUST (petition for order appointing successor trustee)
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Sheila K. Robello, Esq. (SBN 209300) Solan, Park & Robello 354 Pine St., 7" Floor San Francisco, CA 94104 ELECTRONICALLY Telephone: (415) 777-3300 FILED Facsimile: (415) 777-3301 Superior Court of California, Email: law@solanpark.com County of San Francisco 06/16/2023 Attorneys for Executor, Clerk of the Court Leo F. Bautista, Successor Trustee BY: CARLOS MURILLO Deputy Clerk SUPERIOR COURT OF CALIFORNIA COUNTY OF SAN FRANCISCO 10 In Re: Case No.: PTR-12-296124 11 DECLARATION OF SHEILA K. ROBELLO San Lee and Mui Chow Lee REGARDING ELECTRONIC FINANCIAL 12 Revocable Trust dated STATEMENTS March 24, 1995, as amended 13 December 22, 2004 Date: September 19, 2023 Time: 9:00 AM 14 Place: Room 204 15 J, Sheila K. Robello declare as follows: 16 1 Tam an attorney at law in good standing, duly licensed to practice law in the State of 17 California and am a partner with the law firm of Solan, Park & Robello. I represent the Successor 18 Trustee, Leo F. Bautista in these proceedings. 19 20 2 I certify that I have, in my possession, the electronic financial statements which 21 support my trustee’s Fifth and Final Report and Account of Trustee; Petition for its 22 Settlement and Approval; for Approval of Trustee and Attorneys’ Fees and Reimbursement of Costs 23 Advanced, for Reduction of Bond by $138,000 from $686,000 to $548,000; for Distribution of 24 Remaining Assets Pursuant to the Terms of the Trust as Modified by the Settlement Agreement Approved| 25 by the Court on January 22, 2022; for Appointment of Jeannette St. Onge as Trustee of the Subtrust 26 27 28 DECLARATION OF SHEILA K. ROBELLO REGARDING ELECTRONIC FINANCIAL STATEMENTS Solan, Park CASE NO.: PTR-12-296124 & Robello 1 Created for Bryan Chow to Serve Without Bond as Named Successor Trustee and, for Removal of Trust from Continued Court Supervision 3. Successor Trustee receives the statements in paper form and sent them over as an encrypted email. Statement that consists of the Bank of America account number xxxx8916. 4, My office has made no alterations to the statements other than obscuring the entire accounting number in interests of safeguarding the assets of the estate. I declare under penalty of perjury under the laws of the State of California that the above is true and correct and if called as a witness I could testify competently thereto. 10 Executed this 16" day of June, 2023 in San Francisco, California. 11 SOLAN, PARK & ROBELLO 12 13 14 Sheila K. Robello, Attorney for 15 Leo F. Bautista, Successor Trustee 16 17 18 19 20 21 22 23 24 25 26 27 28 DECLARATION OF SHEILA K. ROBELLO REGARDING ELECTRONIC FINANCIAL STATEMENTS Solan, Park CASE NO.: PTR-12-296124 & Robello 2