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BRUCE A. FEDER (8BN70803)
Kato, Feder-& Suzuki, LLP
685 Market Street, Suite 490 ELECTRONICALLY
San Francisco, California 94105 FILED
Telephone: (415) 974-5715 Superior Court of California,
Facsimile: (415) 974-6199 County of San Francisco
Attorneys for SEP 25 2013
: Clerk of the Court
Rosia Lee Hart BY: NOELIA RIVERA
Deputy Clerk
SUPERIOR COURT OF THE STATE OF CALIFORNIA
COUNTY OF SAN FRANCISCO
SIGNATURE VIA FAX
In Re: Case No. PTR-06-288755
DECLARATION OF ANDREW L. SMITHIN
SUPPORT OF PETITION FOR ORDER.
APPROVING FIRST AMENDMENT TO.
ROSIA L. HART REVOCABLE TRUST dated
May 19, 2004
[Probate Code §17200]
THE ROSIA.L. HART REVOCABLE
TRUST dated May 19, 2004
Date: September 30,2013
Time: 9:00 a.m.
Dept.: Probate; Room 204
Se ee
1, ANDREW L.: SMITH, declare:
Lam the proposed successor trustee and a beneficiary under the trust amendment
submitted. by Rosia. Lee Hart for this court’s approval and I submit this declaration in support of
Rosia Lee Hart’s petition to amerid her trust, By this declaration | am providing the court with
information that will assist.the court in understanding my relationship with Ms..Hart and my
qualifications to. serve as the successor trustee of her trust.
Thave known Ms, Hart for-as long as'I can remember. My mother and Ms. Hart were best
of friends even before | was born, and Ms, Hart has always been a strong and positive influence
on me, particularly as. | was growing up: My parents raised my five siblings and.me with
DECLARATION: ‘oF ANDREW: LL. SMITH t
TION FOR ORDER:APPROVING THE.FIRST ~
AMENDMENT: EB QUST = :
ART: REVOCABLE TRI
ENO. TROG-288 755 ~ :oN 7D HO FF BY NB =
discipline, faith, and a sound work ethic; all values shared with Ms. Hart, Along with my
parents, Ms. Hart instilled in me the importance of friends and family, hard work, strong faith,
and working to achieve one’s goals. These are values that | have shared with my wife of forty-
three years, and which have guided us as we have raised our own family, including our two
children, both of whom have graduated from college and secured gainful employment,
We currently reside in Antioch, after having lived in San Francisco for seventeen years,
and have been in our residence now for twenty-five years. My wife and I have worked hard over
the length of our careers and have purchased rental properties of our own, which we successfully
manage ourselves. Since Ms. Hart also resides in Antioch, it is convenient for me to visit with
her or help her with her errands when she needs assistance. As a Pastor of the Litde Bethany
Missionary Baptist Church in San Francisco where Ms. Hart is a congregant, J can also transport
Ms. Hart to and from church as she requests. Ms, Hart has confidence in my skills and
experience and has consistently indicated that she would prefer that I serve as the trustee of her
trust. [am willing to serve in that capacity.
Although I have retired from active employment, my work history has provided me with
the experience necessary to manage and administer the assets owned by Ms. Hart's trust. After
attending college, 1 began a career in the building trades, securing my electrical contractor’ s
license at age twenty-one. I worked in a variety of construction areas until I went to work for
PG&E when I was twenty-four years old. | started with construction crews for PG&E and
worked my way up until I eventually entered PG&E’s management level where I managed large
construction projects and my responsibilities included planning, organizing, budgeting, safety,
staffing, and other related tasks. After working for PG&E for thirty-three years | retired (rom the
company at age fifty-five, and pursued my interest and dedication to the church.
I served as Deacon in the same church for nineteen years, and was called to Pastor in
2000. I constantly pursued educational opportunities to better prepare and train me for my
pastoral work. In May of 2003 | received the degree of Associate of Biblical Studies from the
Sacramento Theological Seminary and Bible College. Two years later I earned a Bachelor’s of
2
DECLARATION OF ANDREW L. SMIT SUPPORT OF
AMEND!
R APPROVING THE FIRST
UST
CASE NO. PTR-06-288754Andrew Smith 7543071 p.2
Sep 17 2013 2:57PM Kato, Feder Sugukilip 415-974-6199 page 5
2& en Bm & win a
NN MW KY OW No o& ow
SSP RSPR EES se seesgia
at,
‘Theology, and two years after that I added a Master's of Theology and Christian Counseling. In
2012 I reveived a Doctorate of Theology and jn 2013 a Doctorate of Chyistian Counseling. I am
currently teaching at the Emeryville Theological Seminary and Bible College. I have also
received awards for outstanding community service and am currently participating in the Health
Equity Leadership Lnstitute’s project for San Francisco, tepresenting the faith-based community
regarding disparity in services,
T declare under penalty of perjury under the iaws of the State of California that the
foregoing is ue and correct and that this declaration was executed on September 2/, 2013,
O¢ » California.
Lb Kh ss
Andrew C. Smith
7
DECLARATION OF ANDREW L. SMPH LN SUPPORT OF PETITION FOR ORDER APPR
vt
AMEND) ‘TO ROSIA L. HART. REVOCABLE TRUST. OMING THE FIRST
CASE NO. FTR-06-288755PROOF OF SERVICE
Tam over the age of 18 and not.a party to this cause, | ama resident of or employed in the county
where the service-occurred. My business address is:
Law Offices.of
Kato, Feder & Suzuki, LLP
685 Market Street, Suite 540
San Francisco, California 94105
Telephone (415) 974-5715
Facsimile (415) 974-6199
On September 25, 2013, | served a true and accurate copy of the document entitled
DECLARATION OF ANDREW L. SMITH IN SUPPORT OF PETITION.FOR ORDER
APPROVING FIRST AMENDMENT TO ROSIA L. HART REVOCABLE TRUST dated May 19,
2004
as follows:
Andrew Schultz, Esq.
Witherspoon & Siracusa
1550 Bryant Street, Ste. 725
San Francisco, CA 94103
SEE ATTACHED SERVICE LIST
(X). BY U.S. MAIL. By following ordinary business practice and placing atrue copy thereof enclosed in a sealed
envelope, postage fully prepaid, for collection and mailing with the United States Postal. Service that same day
in the ordinary. course of business,
() BY FEDERAL EXPRESS. By following ordinary business practice and placing a true copy thereof enclosed
in a sealed envelope, charges fully prepaid, for collection.and mailing with Federal Express that same day-in
the ordinary course-of business,
() BY MESSENGER / HAND-DELIVERY. By placing a true copy thereof enclosed in a sealed envelope and
directing that each such envelope be delivered by courier-this date.
() BY FAX. By transmitting a true copy thereof via facsimile to the fax number(s) set forth on this date, The
transmissions were reported as complete and without error.
I declare under penalty of perjury under the laws.of the State of California that the foregoing is true
and correct and that this declaration was executed on September 25, 2013 at San Francisco,
California,
Jarrett Hedrick
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ec oc “Sf OH & WwW NB wm POR RN RD RON RD kwh eR NN GS OF & © NHN = CSC 8S GN fF HA &F WH BM = @ BRUCE A. FEDER (8BN70803) Kato, Feder-& Suzuki, LLP 685 Market Street, Suite 490 ELECTRONICALLY San Francisco, California 94105 FILED Telephone: (415) 974-5715 Superior Court of California, Facsimile: (415) 974-6199 County of San Francisco Attorneys for SEP 25 2013 : Clerk of the Court Rosia Lee Hart BY: NOELIA RIVERA Deputy Clerk SUPERIOR COURT OF THE STATE OF CALIFORNIA COUNTY OF SAN FRANCISCO SIGNATURE VIA FAX In Re: Case No. PTR-06-288755 DECLARATION OF ANDREW L. SMITHIN SUPPORT OF PETITION FOR ORDER. APPROVING FIRST AMENDMENT TO. ROSIA L. HART REVOCABLE TRUST dated May 19, 2004 [Probate Code §17200] THE ROSIA.L. HART REVOCABLE TRUST dated May 19, 2004 Date: September 30,2013 Time: 9:00 a.m. Dept.: Probate; Room 204 Se ee 1, ANDREW L.: SMITH, declare: Lam the proposed successor trustee and a beneficiary under the trust amendment submitted. by Rosia. Lee Hart for this court’s approval and I submit this declaration in support of Rosia Lee Hart’s petition to amerid her trust, By this declaration | am providing the court with information that will assist.the court in understanding my relationship with Ms..Hart and my qualifications to. serve as the successor trustee of her trust. Thave known Ms, Hart for-as long as'I can remember. My mother and Ms. Hart were best of friends even before | was born, and Ms, Hart has always been a strong and positive influence on me, particularly as. | was growing up: My parents raised my five siblings and.me with DECLARATION: ‘oF ANDREW: LL. SMITH t TION FOR ORDER:APPROVING THE.FIRST ~ AMENDMENT: EB QUST = : ART: REVOCABLE TRI ENO. TROG-288 755 ~ :oN 7D HO FF BY NB = discipline, faith, and a sound work ethic; all values shared with Ms. Hart, Along with my parents, Ms. Hart instilled in me the importance of friends and family, hard work, strong faith, and working to achieve one’s goals. These are values that | have shared with my wife of forty- three years, and which have guided us as we have raised our own family, including our two children, both of whom have graduated from college and secured gainful employment, We currently reside in Antioch, after having lived in San Francisco for seventeen years, and have been in our residence now for twenty-five years. My wife and I have worked hard over the length of our careers and have purchased rental properties of our own, which we successfully manage ourselves. Since Ms. Hart also resides in Antioch, it is convenient for me to visit with her or help her with her errands when she needs assistance. As a Pastor of the Litde Bethany Missionary Baptist Church in San Francisco where Ms. Hart is a congregant, J can also transport Ms. Hart to and from church as she requests. Ms, Hart has confidence in my skills and experience and has consistently indicated that she would prefer that I serve as the trustee of her trust. [am willing to serve in that capacity. Although I have retired from active employment, my work history has provided me with the experience necessary to manage and administer the assets owned by Ms. Hart's trust. After attending college, 1 began a career in the building trades, securing my electrical contractor’ s license at age twenty-one. I worked in a variety of construction areas until I went to work for PG&E when I was twenty-four years old. | started with construction crews for PG&E and worked my way up until I eventually entered PG&E’s management level where I managed large construction projects and my responsibilities included planning, organizing, budgeting, safety, staffing, and other related tasks. After working for PG&E for thirty-three years | retired (rom the company at age fifty-five, and pursued my interest and dedication to the church. I served as Deacon in the same church for nineteen years, and was called to Pastor in 2000. I constantly pursued educational opportunities to better prepare and train me for my pastoral work. In May of 2003 | received the degree of Associate of Biblical Studies from the Sacramento Theological Seminary and Bible College. Two years later I earned a Bachelor’s of 2 DECLARATION OF ANDREW L. SMIT SUPPORT OF AMEND! R APPROVING THE FIRST UST CASE NO. PTR-06-288754Andrew Smith 7543071 p.2 Sep 17 2013 2:57PM Kato, Feder Sugukilip 415-974-6199 page 5 2& en Bm & win a NN MW KY OW No o& ow SSP RSPR EES se seesgia at, ‘Theology, and two years after that I added a Master's of Theology and Christian Counseling. In 2012 I reveived a Doctorate of Theology and jn 2013 a Doctorate of Chyistian Counseling. I am currently teaching at the Emeryville Theological Seminary and Bible College. I have also received awards for outstanding community service and am currently participating in the Health Equity Leadership Lnstitute’s project for San Francisco, tepresenting the faith-based community regarding disparity in services, T declare under penalty of perjury under the iaws of the State of California that the foregoing is ue and correct and that this declaration was executed on September 2/, 2013, O¢ » California. Lb Kh ss Andrew C. Smith 7 DECLARATION OF ANDREW L. SMPH LN SUPPORT OF PETITION FOR ORDER APPR vt AMEND) ‘TO ROSIA L. HART. REVOCABLE TRUST. OMING THE FIRST CASE NO. FTR-06-288755PROOF OF SERVICE Tam over the age of 18 and not.a party to this cause, | ama resident of or employed in the county where the service-occurred. My business address is: Law Offices.of Kato, Feder & Suzuki, LLP 685 Market Street, Suite 540 San Francisco, California 94105 Telephone (415) 974-5715 Facsimile (415) 974-6199 On September 25, 2013, | served a true and accurate copy of the document entitled DECLARATION OF ANDREW L. SMITH IN SUPPORT OF PETITION.FOR ORDER APPROVING FIRST AMENDMENT TO ROSIA L. HART REVOCABLE TRUST dated May 19, 2004 as follows: Andrew Schultz, Esq. Witherspoon & Siracusa 1550 Bryant Street, Ste. 725 San Francisco, CA 94103 SEE ATTACHED SERVICE LIST (X). BY U.S. MAIL. By following ordinary business practice and placing atrue copy thereof enclosed in a sealed envelope, postage fully prepaid, for collection and mailing with the United States Postal. Service that same day in the ordinary. course of business, () BY FEDERAL EXPRESS. By following ordinary business practice and placing a true copy thereof enclosed in a sealed envelope, charges fully prepaid, for collection.and mailing with Federal Express that same day-in the ordinary course-of business, () BY MESSENGER / HAND-DELIVERY. By placing a true copy thereof enclosed in a sealed envelope and directing that each such envelope be delivered by courier-this date. () BY FAX. By transmitting a true copy thereof via facsimile to the fax number(s) set forth on this date, The transmissions were reported as complete and without error. I declare under penalty of perjury under the laws.of the State of California that the foregoing is true and correct and that this declaration was executed on September 25, 2013 at San Francisco, California, Jarrett Hedrick