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IN THE MATTER OF ANDRE SAMUEL SIEGEL

Hearing Date: October 6, 2010 If it is your intention to submit on the tentative decision, all that is required is that you submit a telefax to Judge Kellegrew's secretary, Art Alvara, at 805.981.5929, stating that you submit on the tentative. If objectors appear in Court, the Judge will continue the matter and notify your office of the hearing...

  • Hearing

    Oct 06, 2010

  • Type

    Probate

  • Sub Type

    Trust

IN THE MATTER OF ANDRE SAMUEL SIEGEL

A Judge Pro Tem will be presiding. Judge Pro Tem, Ross E. Atkinson, discloses that he has referred several clients and cases to David Shea and Ferguson, Case, Orr, and Patterson over the years. Continue hearing to serve Notice of Hearing on Shelly Sharp (ref. Petition ¶17)....

  • Hearing

    Jan 27, 2011

  • Type

    Probate

  • Sub Type

    Trust

IN THE MATTER OF ANDRE SAMUEL SIEGEL

(Judge Pro Tem Ross Atkinson will be presiding.) Grant petition, in part; but: 1) Limit amount of distribution, in accordance with Probate Code §11623(a)(2); and 2) Award $5,359.52 (75 percent) of attorney fee and cost reimbursement of $1,724.50. Query: Does counsel intend to seek extraordinary compensation for services in connection wi...

  • Hearing

    Mar 22, 2012

  • Type

    Probate

  • Sub Type

    Trust

IN THE MATTER OF ANDRE SAMUEL SIEGEL

(Judge Pro Tem Don Hurley will be presiding.) The Court will continue the hearing to allow the trial judge the opportunity to rule on the motion and the objections....

  • Hearing

    Sep 07, 2011

  • Type

    Probate

  • Sub Type

    Trust

IN THE MATTER OF ANDRE SAMUEL SIEGEL

FCOP disclosure. On 3/23/11, I ordered decedent's contractual transfer of teacher's retirement benefits to his statutory care custodian, Shelly Sharp, be set aside; thereby passing the assets intestate to decedent's nieces. I specifically found that Ms. Sharp had drafted the handwritten portions of the beneficiary designation under Prob.C §2135...

  • Hearing

    Dec 07, 2011

  • Type

    Probate

  • Sub Type

    Trust

IN THE MATTER OF ANDRE SAMUEL SIEGEL

I agree with Ms. Sharp. The court failed to find clear and convincing evidence that the asset transfer was not the product of fraud, menace, duress or undue influence under §21351(d); and therefore, the CALSTRS beneficiary designation prepared by Ms. Sharp was set aside. But I do not recall affirmatively finding that the asset transfer was, by a pr...

  • Hearing

    Oct 05, 2011

  • Type

    Probate

  • Sub Type

    Trust

IN THE MATTER OF ANDRE SAMUEL SIEGEL

Estate administrators allege that decedent's care custodian caused herself to be named the beneficiary of decedent's CALSTRS death benefit, in violation of Prob.C.§ 21350(a)(5). The former care custodian, Sally Sharp, has asked the Court to continue the hearing for "two or three more weeks time" in order to prepare. The hearing is continued to ...

  • Hearing

    Mar 03, 2011

  • Type

    Probate

  • Sub Type

    Trust

IN THE MATTER OF ANDRE SAMUEL SIEGEL

I agree with Ms. Sharp. As clearly set out at page 100 of the trial transcript, the Court failed to find clear and convincing evidence that the asset transfer was not the product of fraud, menace, duress or undue influence under §21351(d); and therefore, the CALSTRS beneficiary designation prepared by Ms. Sharp was set aside. I did not affirmativel...

  • Hearing

    Oct 06, 2011

  • Type

    Probate

  • Sub Type

    Trust

IN THE MATTER OF ANDRE SAMUEL SIEGEL

Estate administrators allege that decedent's care custodian caused herself to be named the beneficiary of decedent's CALSTRS death benefit, in violation of Prob.C.§ 21350(a)(5). The former care custodian, Sally Sharp, has filed a "reply", which this Court determines to be objections to the petition. The matter shall be set for a two-hour eviden...

  • Hearing

    Mar 24, 2011

  • Type

    Probate

  • Sub Type

    Trust

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