On November 17, 2016 a
Hearing
was filed
involving a dispute between
and
for Decedent's Estate
in the District Court of Butte County.
Preview
9/28/2020
F Superior Court of California F
DIRK POTTER, SBN 107091 | County of Butte
Jacobs, Anderson & Potter LLP l
20 Independence Circle L SEP L
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4
2 9 2020
Chico, CA 95973 E
(530)342—6144 D Ki y enerCierk D
BVMDBWW
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Attorney for Conservator
SUPERIOR COURT OF CALIFORNIA
BUTTE COUNTY
In re the Estate of Timothy Wayne Wagoner, Case N0.: 16PR00397
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also known as Tim Wagoner. ) ORDER EXCLUDING FUNDS FROM
v). ESTATE AND TO DIRECT PAYMENT TO
.)JSPECIAL NEEDS TRUST FOR SCOTT
WAGONER
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3
Hearing Date:
- '
), ‘
Hearing Time: 9:0 am.
g De t.:
.) Ju ge: Tamara L. Mosbarger
’)
I
The petition of JUDITH WAGONER as conservator of the person of SCOTT
WAGONER, conservatee, for an order excluding funds received pursuant to an inheritance
distribution in the above-reference matter from the conservatorship estate and directing that
I
the funds be paid to a special needs trust came on regularly for hearing by the court on this
date. DIRK POTTER appeared as attorney for JUDITH WAGONER.
The court finds from proof made to the satisfaction ofthe court as follows:
1. Notice of Hearing has been given as provided by law.
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Order Excluding Funds From Estate and Directing Payment Io Special Needs Trust
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Electronically Filed
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2. The conservatee has a disability that substantially impairs his ability to piovide
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for his own care or custody and coristitutes a substantial handicap.
3. The conservatee is likely to have special needs that will not be met without the
trust.
4. The remaining balance, aer payment of all expenses, costs, fees; and liens of
the money provided for the benet of the conservatee pursuant to the inheritance distribution
currently before this court does not exceed the amount that appears reasonably necessary to
meet the special needs of the conservatee.
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5. This trust is subject to the continuing jurisdiction of the court and is subject to
n.
court supervision under the Probate Code to the extent determined by the court.
Good cause appearing;
IT IS ORDERED:
1. The conservator of the estate of SCOTT WAGONER, JUDITH WAGONER, is
authorized and directed to execute the Special Needs Trust for SCOTT WAGONER in the form
'
attached to the petition as Exhibit A;
2. The remaining balance, after payment of all expenses, costs, fees, and liens of
the money provided for the benet of the conservatee pursuant to the inheritance distribution
currently before this court shall be paid to a special needs trust for the benet of SCOTT
WAGONER.
3. This trust is subject to the continuing jurisdiction of the court and is subject to
court supervision under the Probate Code to the extent determined by the court.
Dated:
Tamara L. Mos u-arg
-2
Order Excluding Funds Fmm Estate and Directing Payment lo Special Needs 'l rusl
Document Filed Date
February 16, 2021
Case Filing Date
November 17, 2016
Category
Decedent's Estate
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