Grant as to the real property, 3418 West Street, Somis, CA. 93006, the TD Ameritrade account number 424-557875, the contents of the Wells Fargo safe deposit Box Number CAWFB00796109 and as to Wells Fargo account number 8708763795.
As to the request that "any and all accounts located at Wells Fargo" be transferred to the trust, deny.
Petitioner requests a specific court order to allow a check from CalPERS to "Stanley A. Kohls" written after his death in the amount of $1,024.60, "and any anticipated checks to be deposited into an account titled in the name of the trustee" of the trust. Petitioner again fails to provide facts as to how this check and "any anticipated checks" could be considered trust property. It appears petitioner will either need to open a probate, or use the small estate affidavit procedure, if the estate qualifies, to transfer these assets. Deny.
Request for Appointment of Successor Trustee: Petitioner requests, pursuant to Probate Code §17200(b)(10), that the court a
Hearing Date
February 25, 2021
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Grant as to the real property, 3418 West Street, Somis, CA. 93006, the TD Ameritrade account number 424-557875, the contents of the Wells Fargo safe deposit Box Number CAWFB00796109 and as to Wells Fargo account number 8708763795.
As to the request that "any and all accounts located at Wells Fargo" be transferred to the trust, deny.
Petitioner requests a specific court order to allow a check from CalPERS to "Stanley A. Kohls" written after his death in the amount of $1,024.60, "and any anticipated checks to be deposited into an account titled in the name of the trustee" of the trust. Petitioner again fails to provide facts as to how this check and "any anticipated checks" could be considered trust property. It appears petitioner will either need to open a probate, or use the small estate affidavit procedure, if the estate qualifies, to transfer these assets. Deny.
Request for Appointment of Successor Trustee: Petitioner requests, pursuant to Probate Code §17200(b)(10), that the court a