PETITION TO (1) INVALIDATE/REFORM TRUST INSTRUMENTS BASED UPON UNDUE INFLUENCE, FRAUD, MISTAKE; (2) FOR REFORMATION; (3) TO COMPEL TRUSTEE TO ACCOUNT; (4) TO RESTRAIN TRUSTEE FROM USING TRUST ASSETS TO DEFEND; (5) FOR PRELIMINARY INJUNCTION PREVENTING TRUSTEE FROM SPENDING TRUST FUNDS TO DEFEND; MOTION TO ENFORCE INTERIM SETTLEMENT AGREEMENT
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In The Matter of Vivian L. Manfree Revocable Trust 25PR000179
[1] PETITION TO (1) INVALIDATE/REFORM TRUST INSTRUMENTS BASED UPON UNDUE INFLUENCE, FRAUD, MISTAKE; (2) FOR REFORMATION; (3) TO COMPEL TRUSTEE TO ACCOUNT; (4) TO RESTRAIN TRUSTEE FROM USING TRUST ASSETS TO DEFEND; (5) FOR PRELIMINARY INJUNCTION PREVENTING TRUSTEE FROM SPENDING TRUST FUNDS TO DEFEND [Filed 7/24/25]
TENTATIVE RULING: In light of the First Amended Petition, filed May 18, 2026, and noticed for hearing on July 23, 2026, the present petition appears moot. The hearing is therefore VACATED.
[2] MOTION TO ENFORCE INTERIM SETTLEMENT AGREEMENT [filed 5/13/26]
TENTATIVE RULING: The matter is CONTINUED to July 23, 2026 at 8:30 a.m. in Dept. A to coincide with the hearing on the First Amended Petition. The relief requested in the present Motion—i.e., to compel Respondents to account—is the same relief requested in the First Amended Petition, which ordinarily goes to an evidentiary hearing. Moreover, the subject matter of the present Motion—i.e., whether or not Respondents’ accounting is code-compliant—is a matter that generally comes on for an evidentiary hearing after formal objections to the accounting are raised and settled. Thus, the Court does not intend to provide a Tentative Ruling on this Motion; rather, the continued hearing will be a case management conference on both the First Amended Petition and the present Motion.
Estate of Cicero Jones, Jr. 26PR000088
PETITION FOR PROBATE OF WILL AND FOR LETTERS TESTAMENTARY AND AUTHORIZATION TO ADMINISTER UNDER THE INDEPENDENT ADMINISTRATION OF ESTATES ACT
TENTATIVE RULING: The Petition is GRANTED. Richard S. Thomas is appointed as probate referee. Petitioner shall immediately submit Proposed letters (DE-150) for the Court’s signature. The matter is set for a Status Hearing Re: Final Distribution on June 10, 2027, at 8:30 a.m. in Dept. A. The Status Hearing may be vacated or continued without appearances needed if, prior thereto, the personal representative files a petition for an order for final distribution or a report of status of administration pursuant to Probate Code section 12200. The Clerk is directed to provide notice to the parties.
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