Petition for Instructions
May 4, 2026 Dept. 9 Probate Tentative Rulings
15. 25PR0283 ESTATE OF PEFLEY Petition for Instructions
Petitioner is the successor trustee of the SAP Family Trust. He petitions the Court to issue instructions, compel the return of trust property, impose double damages for bad-faith taking, order an accounting, and grant all equitable relief necessary. He claims there are three pieces of real property at issue.
Petitioner states that Respondents include Jack L. Pefley, Sr. (deceased) and Yue Tang Pefley, who acted as trustees or purported trustees after the Trust became irrevocable, and that the beneficiary of the Trust is Shannon Marie Pefley, a dependent adult with permanent special needs.
Petitioner asks that the Court take several actions, however, there is no copy of the Trust provided. A complete copy of the Trust and any restatements or amendments are required for the Court’s review. TENTATIVE RULING #15: THE HEARING IS CONTINUED TO MONDAY, JUNE 15, 2026, AT 8:30 AM IN DEPARTMENT NINE. IF A PARTY OR PARTIES WISH TO APPEAR REMOTELY, INSTRUCTIONS FOR REMOTE APPEARANCES CAN BE FOUND ON THE COURT’S WEBSITE.
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