On September 30, 2014 a
PART 1 OF 3 FINANCIAL STATEMENTS FOR SECOND ACCOUNT AND REPORT OF TRUSTEE (TRANSACTION ID # 63488046) FILED BY TRUSTEE TALAO, VIRGILIO TRUSTEE OF THE VIRGILIO CAPALLA SETTLEMENT TRUST, THE ALYSSANDRA CAPALLA SETTLEMENT TRUST AND THE YSABELLA CAPALLA FIRST PARTY SPECIAL NEEDS TRUST
was filed
involving a dispute between
Capalla, Maria,
Talao, Virgilio,
and
for TRUST (petition to establish minor trusts and special needs trust from wrongful death action; purchase of primary residence for minors; and for attorneys fee)
in the District Court of San Francisco County.
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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
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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:
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Financial Statements for Second Account
The Capalla Settlement Trusts Special Needs Trust
San Francisco County Superior Court Case No.: PTR-14-298128
-1-
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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.
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Financial Statements for Second Account
The Capalla Settlement Trusts Special Needs Trust
San Francisco County Superior Court Case No.: PTR-14-298128
-2-
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Document Filed Date
June 27, 2019
Case Filing Date
September 30, 2014
Category
TRUST (petition to establish minor trusts and special needs trust from wrongful death action; purchase of primary residence for minors; and for attorneys fee)
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