On March 22, 2019 a
Complaint,Petition
was filed
involving a dispute between
Carlton, James M.T.,
Coco, Whitney,
and
for Trust
in the District Court of San Bernardino County.
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From 858 810 0191 Fri 22 Mar 2019 03 55 43 PM1R MST ST Page 3 of 47
1 MARGERI E YQUDATki ESQ SBN 232953
LA 4 V OFFrC OF 1VCARGTRIE E YOUDATH F L
SUPERiCiR Ct URT JF CAt 1FORNtA
2 3175 Sedana Court Ste E cai r r u vr N ca
Uirtario Catifornia 9l 764
3 Tele hone 9b9 5 1 6035 t 2 2 2019
Facszm le 85 810 Q192
4
Att0171C f0Y PCt1tlOI1C1IBC 1CflC1AP WHITNEY COCO
5 t U
C 1
7
SUPERI 7R COURT OF THE STATE OF CALIFOTtr1IA
9 Ct UNTY OF SAN BERNARDTNO
10
1 1 E36
In Re CASB NO
II PETITION TO COMPEL TRUSTEE
CLYI E AND ELIZABETH CARLTQN AMILY TU ACCOUNT TO R MQV
12 TRUST ESTABLISHED JANUAR 9 199G TRUST E AND TO APPOTNT
SUCCESSOFt TRUSTEE
13
Prabs te code 172q0 b 7 and
14 ProbRte code 15642 b I 2 and
t
1S
201
DATE M Y
16 TIME 3 M
DEPT 2
17
18 Petitioner WHITI IEY CQCO alleges
j
1 Petitioner is a bene ciary of tl e Clyde a d Etizabetl Ca ICQIl FAtl fI TI IIS tll Trust estftb2isl ed
2
oYi
Januaty 9 I996 A capy of tlle Clyde flnd Elizabeth Carlton Famil T st is attached as Exhibit
21
A and itteorpot atecl 1 ereit by referen ce Ti e Tritst was amezaded fi r the first tit e on Apx it 19 20t16
Z2
A copy af t e First An e c mei2i to ti e Clyde and Elizabeth Carltan Fatnity Tri st is attached as
Exhibit B af d incorporated herein by efere ice The Trust w ts mended for the second time on
4
Septeinber 13 2013 A c
y of tlie Second Amenciment to ie Ciyde and Eliz beth Carlton Famzly
s
Trust Ag eenzent is attached as ahibit C and incorporated lierein by reference
26
2 Survivor Trustor Clyde C Carlton dietl on Marcii 23 2016 O March 23 2016 Ja nes M T
27
Carltan accepted the position of I rustee and foi thwith became Trustee ofthe Trust Since that ime
28
James M T Ca IZ0I1 ic S B Ii Btitl GtiT II I IS tll S 3I0 TTt stee of tl e Trust Jan2es M T Cc Y fOri IS
From 858 1Q 191 Fri 22 Mar 2019 03 55 43 PM MST MST Page 4 of 47
1 a esident of San Bert ardino Caut ty California wllicli is the prulcipal plac of administratit n of
2 the tcust
3 3 James M T Carlton lias neverprovided Petitioner with an accaunt O i Deceinbez 1 2016 Petitioner
and lier brotlxer Bradley Booher rvha is alsa a ene icia y caftlie T ust rnailed a letter ta the firustee
reqtresting tlaat lze provic e an accaunt A capy oftliat Ietter is attachect as Exhibit D and i corpo ated
b herein by No response
referezice was receiveci
C1n k et ruary 14 20I9 Margerie E Youclath
Petitiouer s Iegal counsel made a second demat d foz an accouziting A copy ofthat letteris attachetl
g
as Exhibit E and i3 corpoz ated herein by r ference Again nt r spans was received Tc date tl e
Tt has failed to
usfee prepaie arrct pi ovide an accaunt
T w piec s of real prapei ty have been solci
stnce tl e appai it l ent of James M T Catlton Given t13at approxiznateiy 2 7 n onths have passed
11
sii ce an accar nt was first demanded by tl is petifion Petitioner seeks an order co npelling James
2
M T Carlton to pravidc ti accautit
13
4 Petifioner t equests the cotu t remove James M T Carltoxi as Trustee purst ant to its at tho it under
1A
Probate Code 15642 because the Tri stee has committed a breacl o the Tz c st and has failed o act
1S
as Ti ustee pu su nt to tl e tern s of the Tz ust and tlie Califo nia probate code
16
5 Tlie Secor d Amendment ta the Trust attacIied hereto as Exhibit C appaints Michael H Booher as
17
Successor T ustee Petitic ner ie ehy reqirests t e coi t al pnint Michael H Roaher as Successoi
1
Trtzstee in ccordance with the terms of the Second A nendment to tl e Tz ust Michael H I3ool er s
19
consent ta serve is attached liereto as Ext7ibit F Pefitione fiu ther requests that flie court appoint
20
Michael H Boaher wiYho t bond per the ter ns ofA ticle VII Pa agraph 7 05 af t11e Trust which
21
pravides that o bond sl all be requirec of aiiy person named as Trustee
z2
Petitione believes t at NSicliael H Boal er s appoinfinent as SuccessorTrtistee is in the best
23
interest of the Trust estake because the Tri st administration is i l a position to be clos ci and Michael
24
H Boo ter can perform tl e acts iecess ry to close the admiiiistration of the trust
25
6 Petitioner belie res ih t co Zpe sation in the amo int af 1 500 is reaso able foz her atta ney fees for
26
tl is Petition and t11at this amount p1 2s costs o 435 for filing fee for a total aruo mt of 1 35 shQ lci
27
be chargecl directly to James M T Garlton pe sonally and paid dircctly to tl e Yetitio ter s ttorne
28
2
Document Filed Date
March 22, 2019
Case Filing Date
March 22, 2019
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From 858 810 0191 Fri 22 Mar 2019 03 55 43 PM1R MST ST Page 3 of 47 1 MARGERI E YQUDATki ESQ SBN 232953 LA 4 V OFFrC OF 1VCARGTRIE E YOUDATH F L SUPERiCiR Ct URT JF CAt 1FORNtA 2 3175 Sedana Court Ste E cai r r u vr N ca Uirtario Catifornia 9l 764 3 Tele hone 9b9 5 1 6035 t 2 2 2019 Facszm le 85 810 Q192 4 Att0171C f0Y PCt1tlOI1C1IBC 1CflC1AP WHITNEY COCO 5 t U C 1 7 SUPERI 7R COURT OF THE STATE OF CALIFOTtr1IA 9 Ct UNTY OF SAN BERNARDTNO 10 1 1 E36 In Re CASB NO II PETITION TO COMPEL TRUSTEE CLYI E AND ELIZABETH CARLTQN AMILY TU ACCOUNT TO R MQV 12 TRUST ESTABLISHED JANUAR 9 199G TRUST E AND TO APPOTNT SUCCESSOFt TRUSTEE 13 Prabs te code 172q0 b 7 and 14 ProbRte code 15642 b I 2 and t 1S 201 DATE M Y 16 TIME 3 M DEPT 2 17 18 Petitioner WHITI IEY CQCO alleges j 1 Petitioner is a bene ciary of tl e Clyde a d Etizabetl Ca ICQIl FAtl fI TI IIS tll Trust estftb2isl ed 2 oYi Januaty 9 I996 A capy of tlle Clyde flnd Elizabeth Carlton Famil T st is attached as Exhibit 21 A and itteorpot atecl 1 ereit by referen ce Ti e Tritst was amezaded fi r the first tit e on Apx it 19 20t16 Z2 A copy af t e First An e c mei2i to ti e Clyde and Elizabeth Carltan Fatnity Tri st is attached as Exhibit B af d incorporated herein by efere ice The Trust w ts mended for the second time on 4 Septeinber 13 2013 A c y of tlie Second Amenciment to ie Ciyde and Eliz beth Carlton Famzly s Trust Ag eenzent is attached as ahibit C and incorporated lierein by reference 26 2 Survivor Trustor Clyde C Carlton dietl on Marcii 23 2016 O March 23 2016 Ja nes M T 27 Carltan accepted the position of I rustee and foi thwith became Trustee ofthe Trust Since that ime 28 James M T Ca IZ0I1 ic S B Ii Btitl GtiT II I IS tll S 3I0 TTt stee of tl e Trust Jan2es M T Cc Y fOri IS From 858 1Q 191 Fri 22 Mar 2019 03 55 43 PM MST MST Page 4 of 47 1 a esident of San Bert ardino Caut ty California wllicli is the prulcipal plac of administratit n of 2 the tcust 3 3 James M T Carlton lias neverprovided Petitioner with an accaunt O i Deceinbez 1 2016 Petitioner and lier brotlxer Bradley Booher rvha is alsa a ene icia y caftlie T ust rnailed a letter ta the firustee reqtresting tlaat lze provic e an accaunt A capy oftliat Ietter is attachect as Exhibit D and i corpo ated b herein by No response referezice was receiveci C1n k et ruary 14 20I9 Margerie E Youclath Petitiouer s Iegal counsel made a second demat d foz an accouziting A copy ofthat letteris attachetl g as Exhibit E and i3 corpoz ated herein by r ference Again nt r spans was received Tc date tl e Tt has failed to usfee prepaie arrct pi ovide an accaunt T w piec s of real prapei ty have been solci stnce tl e appai it l ent of James M T Catlton Given t13at approxiznateiy 2 7 n onths have passed 11 sii ce an accar nt was first demanded by tl is petifion Petitioner seeks an order co npelling James 2 M T Carlton to pravidc ti accautit 13 4 Petifioner t equests the cotu t remove James M T Carltoxi as Trustee purst ant to its at tho it under 1A Probate Code 15642 because the Tri stee has committed a breacl o the Tz c st and has failed o act 1S as Ti ustee pu su nt to tl e tern s of the Tz ust and tlie Califo nia probate code 16 5 Tlie Secor d Amendment ta the Trust attacIied hereto as Exhibit C appaints Michael H Booher as 17 Successor T ustee Petitic ner ie ehy reqirests t e coi t al pnint Michael H Roaher as Successoi 1 Trtzstee in ccordance with the terms of the Second A nendment to tl e Tz ust Michael H I3ool er s 19 consent ta serve is attached liereto as Ext7ibit F Pefitione fiu ther requests that flie court appoint 20 Michael H Boaher wiYho t bond per the ter ns ofA ticle VII Pa agraph 7 05 af t11e Trust which 21 pravides that o bond sl all be requirec of aiiy person named as Trustee z2 Petitione believes t at NSicliael H Boal er s appoinfinent as SuccessorTrtistee is in the best 23 interest of the Trust estake because the Tri st administration is i l a position to be clos ci and Michael 24 H Boo ter can perform tl e acts iecess ry to close the admiiiistration of the trust 25 6 Petitioner belie res ih t co Zpe sation in the amo int af 1 500 is reaso able foz her atta ney fees for 26 tl is Petition and t11at this amount p1 2s costs o 435 for filing fee for a total aruo mt of 1 35 shQ lci 27 be chargecl directly to James M T Garlton pe sonally and paid dircctly to tl e Yetitio ter s ttorne 28 2