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  • IN THE MATTER OF THE CAPALLA SETTLEMENT TRUSTS TRUST TRUST (petition to establish minor trusts and special needs trust from wrongful death action; purchase of primary residence for minors; and for attorneys fee) document preview
  • IN THE MATTER OF THE CAPALLA SETTLEMENT TRUSTS TRUST TRUST (petition to establish minor trusts and special needs trust from wrongful death action; purchase of primary residence for minors; and for attorneys fee) document preview
  • IN THE MATTER OF THE CAPALLA SETTLEMENT TRUSTS TRUST TRUST (petition to establish minor trusts and special needs trust from wrongful death action; purchase of primary residence for minors; and for attorneys fee) document preview
  • IN THE MATTER OF THE CAPALLA SETTLEMENT TRUSTS TRUST TRUST (petition to establish minor trusts and special needs trust from wrongful death action; purchase of primary residence for minors; and for attorneys fee) document preview
  • IN THE MATTER OF THE CAPALLA SETTLEMENT TRUSTS TRUST TRUST (petition to establish minor trusts and special needs trust from wrongful death action; purchase of primary residence for minors; and for attorneys fee) document preview
  • IN THE MATTER OF THE CAPALLA SETTLEMENT TRUSTS TRUST TRUST (petition to establish minor trusts and special needs trust from wrongful death action; purchase of primary residence for minors; and for attorneys fee) document preview
  • IN THE MATTER OF THE CAPALLA SETTLEMENT TRUSTS TRUST TRUST (petition to establish minor trusts and special needs trust from wrongful death action; purchase of primary residence for minors; and for attorneys fee) document preview
  • IN THE MATTER OF THE CAPALLA SETTLEMENT TRUSTS TRUST TRUST (petition to establish minor trusts and special needs trust from wrongful death action; purchase of primary residence for minors; and for attorneys fee) document preview
						
                                

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1 KEVIN URBATSCH (SBN 168380) JESSICA FARINAS (SBN 313766) 2 THE URBATSCH LAW FIRM, P.C. ELECTRONICALLY 3478 Buskirk Ave., Ste. 300 F I L E D 3 Pleasant Hill, CA 94523 Superior Court of California, Tel.: (415) 593-9944 County of San Francisco 4 Fax: (925) 940-9588 06/27/2019 JFarinas@Urbatsch.com Clerk of the Court 5 BY: LESLIE GOMEZ Deputy Clerk 6 Attorneys for Virgilio Talao, Petitioner and Trustee 7 8 9 IN THE SUPERIOR COURT OF THE STATE OF CALIFORNIA 10 IN AND FOR THE COUNTY OF SAN FRANCISCO 11 ) 12 In re the Matter of: ) CASE NO.: PTR14-298128 ) 13 ) ) PART 1 OF 3 FINANCIAL 14 ) STATEMENTS FOR SECOND THE CAPALLA SETTLEMENT ) ) ACCOUNT AND REPORT OF 15 TRUSTS ) TRUSTEE 16 ) ) ) DATE: 07/08/2019 17 ) TIME: 9:00 AM 18 ) ) DEPT: 204 19 20 The Second Account and Report of Trustee for Virgilio Capalla covers the period 21 from April 11, 2017 through March 31, 2019. The Second Account and Report of Trustee 22 for Alyssandra Capalla covers the period from March 22, 2017 through March 31, 2019. 23 The Second Account and Report of Trustee for Ysabella Caplla covers the period from 24 March 24, 2017 through March 31, 2019. Attached hereto are the copies of the financial 25 statements in support of the Second Account and Report of Trustee for the following 26 accounts: 27 28 Financial Statements for Second Account The Capalla Settlement Trusts Special Needs Trust San Francisco County Superior Court Case No.: PTR-14-298128 -1- 30 31 1 1. Exhibit A- Wells Fargo Advisors Brokerage Account Number xx3431- 2 Virgilio Capalla covering April 11, 2017 through March 31, 2019; 3 2. Exhibit B- Wells Fargo Advisors Brokerage Account Number xx3415- 4 Alyssandra Capalla covering March 22, 2017 through March 31, 2019; and 5 3. Exhibit C- Wells Fargo Advisors Brokerage Account Number xx3423- 6 Ysabella Caplla covering March 24, 2017 through March 31, 2019. 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 Financial Statements for Second Account The Capalla Settlement Trusts Special Needs Trust San Francisco County Superior Court Case No.: PTR-14-298128 -2- 30 31