Petition for Removal of Trustee; Appointment of Neutral Successor Fiduciary; Accounting; Instructions; Preservation of Trust Assets; Determination of Disputed Property and Claims; Determination of Occupancy, Rental Value, Offset, and Surcharge Issues
July 13, 2026 Dept. 9 Probate Tentative Rulings
14. 26PR0155 THE ESTATE OF THE WILLIAM A. JONES & MARY H. JONES TRUST PETITION HEARING
On June 1, 2026, Petitioners, Donna Foster and Susan Lewis (collectively “Petitioners”), filed a Verified Petition for: 1) Removal of Trustee; 2) Appointment of Neutral Successor Fiduciary; 3) Accounting; 4) Instructions; 5) Preservation of Trust Assets; 6) Determination of Disputed Property and Claims; 7) Determination of Occupancy, Rental Value, Offset, and Surcharge Issues, and Related Relief.
The Verified Petition is not signed. Petitioners have not filed a Notice of Hearing.
TENTATIVE RULING #14: PETITION IS DENIED WITHOUT PREJUDICE. NO HEARING ON THIS MATTER WILL BE HELD UNLESS A REQUEST FOR ORAL ARGUMENT IS TRANSMITTED ELECTRONICALLY THROUGH THE COURT’S WEBSITE OR BY TELEPHONE TO THE COURT AT (530) 621-6551 BY 4:00 P.M. ON THE DAY THE TENTATIVE RULING IS ISSUED. CAL. RULE CT. 3.1308; LOCAL RULE 8.05.07; SEE ALSO LEWIS V. SUPERIOR COURT, 19 CAL.4TH 1232, 1247 (1999).
NOTICE TO ALL PARTIES OF A REQUEST FOR ORAL ARGUMENT AND THE GROUNDS UPON WHICH ARGUMENT IS BEING REQUESTED MUST BE MADE BY TELEPHONE OR IN PERSON BY 4:00 P.M. ON THE DAY THE TENTATIVE RULING IS ISSUED. CAL. RULE CT. 3.1308; EL DORADO COUNTY LOCAL RULE 8.05.07. PROOF OF SERVICE OF SAID NOTICE MUST BE FILED PRIOR TO OR AT THE HEARING.
LONG CAUSE HEARINGS MUST BE REQUESTED BY 4:00 P.M. ON THE DAY THE TENTATIVE RULING IS ISSUED AND THE PARTIES ARE TO PROVIDE THE COURT WITH THREE MUTUALLY AGREEABLE DATES ON FRIDAY AFTERNOONS AT 2:30 P.M. LONG CAUSE ORAL ARGUMENT REQUESTS WILL BE SET FOR HEARING ON ONE OF THE THREE MUTUALLY AGREEABLE DATES ON FRIDAY AFTERNOONS AT 2:30 P.M. THE COURT WILL ADVISE THE PARTIES OF THE LONG CAUSE HEARING DATE AND TIME BY 5:00 P.M. ON THE DAY THE TENTATIVE RULING IS ISSUED. PARTIES MAY PERSONALLY APPEAR AT THE HEARING.
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