Document for IN THE MATTER OF THE MARTIN GUZMAN SPECIAL NEEDS TRUST

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                                KEVIN URBATSCH SBN 168380
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     JESSICA JONES SBN 313766
 2   THE URBATSCH LAW FIRM, P.C.                                                               ELECTRONICALLY

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     1240 6th Street                                                                               FILED
     Berkeley, CA 94710                                                                        Superior Court of California,
                                                                                                County of San Francisco
 4   JJones@Urbatsch.com
     Tel.: (415) 593-9944                                                                          07/29/2022
                                                                                               Clerk of the Court
 5   Fax: (925) 940-9588                                                                          BY: LESLIE GOMEZ
                                                                                                             Deputy Clerk
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     Attorney for Daniel Cunningham,
 7   Petitioner and Trustee
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 9                  IN THE SUPERIOR COURT OF THE STATE OF CALIFORNIA

10                  IN AND FOR THE CITY AND COUNTY OF SAN FRANCISCO
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12   In the Matter of:                                      )   CASE NO.: PTR-20-303830
                                                            )
13                                                          )
     THE MARTIN GUZMAN SPECIAL NEEDS                        )   SUPPLEMENT TO FIRST ACCOUNT AND
14   TRUST                                                  )   REPORT OF TRUSTEE; PETITION TO
                                                            )   SETTLE ACCOUNT; TO REDUCE BOND;
                                                            )
15                                                          )   AND TO FIX AND ALLOW TRUSTEE’S
                                                            )   FEES AND ATTORNEYS’ FEES AND
16                                                          )   COSTS                      BY FAX
                                                            )
17                                                          )
                                                            )   DATE: 08/09/22
18                                                          )   TIME: 9:00 AM
                                                            )   DEPT: 204
19                                                          )
20      The First Account and Report of Trustee; Petition to Settle Account; to Reduce Bond; and
21   to Fix and Allow Trustee’s Fees and Attorneys’ Fees and Costs (hereinafter referred to as the
22   “Petition”) was filed by Petitioner Daniel Cunningham (hereinafter “Trustee”), Trustee of the
23   Martin Guzman Special Needs Trust (hereinafter referred to as the “Trust”) on June 24, 2022.
24   Trustee hereby presents this supplement to the Petition and alleges as follows:
25      1.   Initial Funding Amount. The Trust was established on June 18, 2020 for the benefit of
26   Martin Guzman pursuant to the Order Approving: Compromise of Disputed Claim of a Person
27   With a Disability made by the Stanislaus County Superior Court and filed on August 28, 2019,
28   with initial funding of $227,135.07 from proceeds of a litigation settlement in the matter titled


                                     Supplement to First Account and Report of Trustee
                                           San Francisco County Superior Court
                           The Martin Guzman Special Needs Trust - Case Number PTR-20-303830
                                                          Page 1
 1   Guzman vs. Commercial Install, et al., Stanislaus Superior Court, Case Number 2027691. A true
 2   and correct copy of the Order dated August 28, 2019 is attached hereto marked EXHIBIT A.
 3       2.   Attorneys’ Costs. This Court charged a filing fee of $200 for the Petition and not $450
 4   as anticipated by attorneys for Trustee. Accordingly, Trustee hereby reduces his request to the
 5   Court to authorize and direct Trustee to pay The Urbatsch Law Firm, P.C. from $991.40 to
 6   $741.40.
 7       3.   Public Benefits. Martin Guzman receives Medi-Cal and does not collect SSI. The
 8   disbursements made during this accounting period did not effect Martin Guzman’s public
 9   benefits eligibility.
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11   Date: July 28 , 2022
                                                                  Daniel Cunningham,
12                                                                Petitioner and Trustee
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14   Date: July 27, 2022
15                                                                Jessica Jones,
                                                                  Attorney for Petitioner
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                                       Supplement to First Account and Report of Trustee
                                             San Francisco County Superior Court
                             The Martin Guzman Special Needs Trust - Case Number PTR-20-303830
                                                            Page 2
 1                                               VERIFICATION
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 3          I, Daniel Cunningham, Trustee, declare: I am the petitioner in the Supplement to First

 4   Account and Report of Trustee; Petition to Settle Account; to Reduce Bond; and to Fix and

 5   Allow Trustee’s Fees and Attorneys’ Fees and Costs. I declare that I have read the foregoing

 6   account and petition, and the requests designated therein, and know its contents. The account,

 7   which includes the report and the supporting schedules, is true of my own knowledge, except for

 8   the matters stated therein on my information and belief, and as to those matters, I believe them

 9   to be true. The account contains a full statement of all charges against me and all credits to

10   which I am entitled in the estate during the account period.

11          I declare under penalty of perjury under the laws of the State of California that the

12   foregoing is true and correct. Executed in the City of San Francisco, California.

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     Date: July 28, 2022
15                                                              Daniel Cunningham,
16                                                              Petitioner and Trustee

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                                     Supplement to First Account and Report of Trustee
                                           San Francisco County Superior Court
                           The Martin Guzman Special Needs Trust - Case Number PTR-20-303830
                                                          Page 3