Co-trustees to provide trust accountings from the date of death of settlor pursuant to Pr. C. §16062, or alternatively under Pr. C. §17206 and Christie v. Kimball (2012) 202 Cal.App.4th 1407. Accountings are to be statutorily compliant.
Co-trustees trust account for 2018 is to be filed on or before April 30, 2019, as co-trustees have stated for over four months that the 2018 accounting is forthcoming and in their response stated it will be completed by mid to late April, 2019. Hearing on the accounting set for 6/13/19 9:00 am in J6.
Further the accountings from settlor's death to 12/31/17 are to be filed on or before 06/21/19. Hearing on the accountings set for August 1, 2019 9:00 J6.
As to Jessie's request to review the books and records of the trust, that request is premature and is denied without prejudice.
The trust provides for Jessie for her lifetime:
"The Settlor's intent is that the Trustees manage the Trust Remainder so that it continues to generate significant income to pay f
Hearing Date
March 21, 2019
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Co-trustees to provide trust accountings from the date of death of settlor pursuant to Pr. C. §16062, or alternatively under Pr. C. §17206 and Christie v. Kimball (2012) 202 Cal.App.4th 1407. Accountings are to be statutorily compliant.
Co-trustees trust account for 2018 is to be filed on or before April 30, 2019, as co-trustees have stated for over four months that the 2018 accounting is forthcoming and in their response stated it will be completed by mid to late April, 2019. Hearing on the accounting set for 6/13/19 9:00 am in J6.
Further the accountings from settlor's death to 12/31/17 are to be filed on or before 06/21/19. Hearing on the accountings set for August 1, 2019 9:00 J6.
As to Jessie's request to review the books and records of the trust, that request is premature and is denied without prejudice.
The trust provides for Jessie for her lifetime:
"The Settlor's intent is that the Trustees manage the Trust Remainder so that it continues to generate significant income to pay f