On 11/13/19, the Court ordered the trustee Roger Williams to serve and file a statutorily compliant trust account from the date of death of Linda Marquez through 10/31/19. The account was due by 12/6/19. No account was filed. On 12/18/19, the Court set an OSC re Contempt due to the trustee's failure to file the account. As of 9/27/20, the account still has not been filed.
On 2/5/20, the Court suspended the trustee's powers. The Court set an OSC re Removal for Failure to File Account and required the mandatory appearance by the trustee Roger Williams. The Court also ordered Jordyn Williams to arrange for an inspection/appraisal date on the real property located at 1044 S. Santa Clara St., Ventura, within 7 days from the date of the order.
At the last hearing on 8/6/20, the Court granted Petitioner's petition for surcharge and entered a surcharge in the amount of $25,479.66 against the trustee, with interest accruing.
The Court intends to remove Roger Williams as the trustee and to appoi
Hearing Date
October 07, 2020
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On 11/13/19, the Court ordered the trustee Roger Williams to serve and file a statutorily compliant trust account from the date of death of Linda Marquez through 10/31/19. The account was due by 12/6/19. No account was filed. On 12/18/19, the Court set an OSC re Contempt due to the trustee's failure to file the account. As of 9/27/20, the account still has not been filed.
On 2/5/20, the Court suspended the trustee's powers. The Court set an OSC re Removal for Failure to File Account and required the mandatory appearance by the trustee Roger Williams. The Court also ordered Jordyn Williams to arrange for an inspection/appraisal date on the real property located at 1044 S. Santa Clara St., Ventura, within 7 days from the date of the order.
At the last hearing on 8/6/20, the Court granted Petitioner's petition for surcharge and entered a surcharge in the amount of $25,479.66 against the trustee, with interest accruing.
The Court intends to remove Roger Williams as the trustee and to appoi