IN RE THE PHILIP M. SHEPARD TRUST, TRUST OF

a. A status hearing for the filing of the Final Inventory and Appraisal shall be set on November 19, 2026, at 10:00 a.m. (Prob. Code, § 8800.) b. An appearance will be required on that date if the Final Inventory and Appraisal is not filed at least five court days prior to hearing. (Super. Ct. Marin County, Local Rules, rule 6.2(B), Filing, Hearing, and Continuance Procedures.)

2. Status on Closing Estate. a. Either (1) a Petition for Final Distribution; or (2) a Report on Status of Administration shall be filed by July 15, 2027, as required by Probate Code sections 12200 and 12201. b. A status hearing re filing the Petition or Report shall be set on August 5, 2027, at 10:00 a.m. i. If neither document has been timely filed, an appearance will be required. ii. If the Petition or Report is timely filed, the hearing will be set on August 5, 2027, at 9:00 a.m.

PRO1704416 IN RE THE PHILIP M. SHEPARD TRUST, TRUST OF

Motion for: (1) Enforcement of 1/22/18 Order; (2) OSC Re Contempt; (3) Compel Co-Trustees to Provide Corrected Final Distribution; and (4) Sanctions and attorney’s fees, filed by Kathleen Shepard on 2/10/26.

Ruling. Kathleen Shepard’s motion is unsigned, unverified, seeks relief beyond simply enforcing the 1/22/18 order, was not served on all interested parties, and is therefore procedurally invalid and is therefore denied.

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