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SUPERIOR COURT OF CALIFORNIA
COUNTY OF SAN FRANCISCO
Document Scanning Lead Sheet
Apr-15-2015 11:20 am
Case Number: PTR-14-298367
Filing Date: Apr-15-2015 11:17
Filed by: KURT KYAUK
Juke Box: 001 Image: 04871369
TRUST ORDER
IN THE MATTER OF THE ROBIN WILLIAMS TRUST
001P04871369
Instructions:
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MANATT, PHELPS &
PHin.sps, LP
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SAS Feascisco
MANATT, PHELPS & PHILLIPS, LLP F | L E: DB
ANDREW A. BASSAK (Bar No. CA 162440) inty Supérior
CHRISTOPHER A. RHEINHEIMER (Bar No. CA 253890)
One Embarcadero Center, 30th Floor
San Francisco, CA 94111
Telephone: (415) 291-7400
Facsimile: (415) 291-7474
Attorneys for Trustees
Arnold Kassoy and Joel Faden
SUPERIOR COURT OF THE STATE OF CALIFORNIA
FOR THE COUNTY OF SAN FRANCISCO
In the Matter of Case # PTR-14-298367
THE ROBIN WILLIAMS TRUST ORDER SETTING
DEADLINES RELATING TO
DISPOSITION OF TANGIBLE
PERSONAL PROPERTY
Date: March 30, 2015
Time: 9:00 a.m.
Div: Probate
Dept.: 204
ORDER SETTING DEADLINES RELATING TO DISPOSITION OF TANGIBLE PERSONAL PROPERTYCm nt A HM PB WY
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MANATT, PHELPS &
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SAX FRANCISCO
This matter came before the Court on March 30, 2015 for hearing on Susan
Schneider Williams’ Petition for Instructions Per Prob. Code § 17200 et seq. Regarding
Interpretation of Trust Terms (the “Petition for Instructions”). James M. Wagstaffe and Kevin
Clune appeared on behalf of Petitioner Beneficiary Susan Schneider Williams. Meredith R.
Bushnell appeared on behalf of Objector Beneficiaries Zachary Williams, Zelda Williams, and
Cody Williams. (Susan, Zachary, Zelda, and Cody are collectively referred to herein as the
“Beneficiaries.”) Andrew A. Bassak and Veronica K. Cerruti appeared on behalf of Objector
Trustces Arnold Kassoy and Joel Faden.
Based on all of the filings and records in this action, and upon argument presented
to the Court at the hearing, and good cause appearing,
THE COURT HEREBY RULES AS FOLLOWS:
L The hearing on Ms. Williams’ Petition for Instructions is continued to June 1,
2015, at 9:00 a.m. in Department 204 of this Court.
2. On or before April 6, 2015 at 2:00 p.m., the Beneficiaries will identify in writing
each item of tangible personal property for which they dispute Trustees’ determination as set
forth in the Trustees Determinations and Decisions dated March 26, 2015, if any, to the extent
such disputes have not previously been identified in writing to the Trustees.
3. On or before April 9, 2015, all items of tangible personal property at the Tiburon
residence as to which there is no dispute will be distributed in accordance with (a) the Trustees
Determinations and Decisions dated March 26, 2015; or (b) a unanimous executed written
agreement among the Beneficiaries.
4. The Beneficiaries’ counsel will have an in-person, informal discussion regarding
resolution of the disputed items of tangible personal property on or before April 10, 2015. At the
request of all Beneficiaries, the Trustees counsel shall participate in the informal discussions
among the Beneficiaries.
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ORDER SETTING DEADLINES RELATING TO DISPOSITION OF TANGIBLE PERSONAL PROPERTY. 27
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5. To the extent the Beneficiaries are not able to resolve their disputes regarding
resolution of the disputed items of tangible personal property through informal discussions, the
Beneficiaries and their counsel shall participate in private mediation on or before May 8, 2015.
At the request of all Beneficiaries, the Trustees and their counsel shall participate in the private
mediation among the Beneficiaries.
IT IS SO ORDERED.
Dated: _ , 2015
Honorable Andrew Y.S. Cheng
"Signdshure of the Superior Court
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Approved as to form:
KERR & WAGSTAFFE LLP
By:
James M. Wagstaffe, Attorneys
for Beneficiary Susan Schneider
Williams
ARNOLD & PORTER LLP
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Meredith R. Bushnell, Attorneys
for Beneficiaries Zachary
Williams, Zelda Williams, and
Cody Williams
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5. To the extent the Beneficiaries are not able to resolve their disputes regarding
resolution of the disputed items of tangible personal property through informal discussions, the
Beneficiaries and their counsel shall participate in private mediation on or before May 8, 2015.
At the request of all Beneficiaries, the Trustees and their counsel shall participate in the private
mediation among the Beneficiaries.
IT IS SO ORDERED.
Dated: 4h, 2015
Approved as to form:
KERR & WAGSTAFFE LLP
By:
Kevin B. Clune, Attorneys
for Beneficiary Susan Schneider
Williams
ARNOLD & PORTER LLP
By:
Meredith R. Bushnell, Attorneys
for Beneficiaries Zachary
Williams, Zelda Williams, and
Cody Williams
CAAA S CK
Honorable Andrew Y.S. Cheng
Judge of the Superior Court
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ORDER SETTING DEADLINES RELATING TO DISPOSITION OF TANGIBLE PERSONAL PROPERTY