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2024PRTR033195·ventura·Probate·Trust Administration
Hearing about 2 months agoGRANTED

IN RE THE DAVID DWYHALO LIVING TRUST, DATED JULY 5,2011

Petition For Removal of Trustee, Appointment of Professional Fiduciary as Successor Trustee, For Surcharge Against Beneficiary’s Share, And for Attorney’s Fees and Costs

Hearing date
Jul 23, 2026
Department
J6
Judge
Prevailing
Moving Party

Motion type

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Parties

DefendantLynn B. Perley
OtherRobert Malone

Ruling

2024PRTR033195: IN RE THE DAVID DWYHALO LIVING TRUST, DATED JULY 5,2011 07/23/2026 in Department J6 Hearing on Petition For Removal of Trustee, Appointment of Professional Fiduciary as Successor Trustee, For Surcharge Against Beneficiary's Share, And for Attorney's Fees and Costs

As of 7/20/26, no response or objection to the petition has been filed. The Court intends to grant the petition in terms of removal. Re the issues of surcharge and/or damages, the matter will require further proceedings to prove the amounts.

If the petition is opposed, the Court intends to suspend the trustee Lynn B. Perley and appoint Robert Malone as an interim successor trustee. The Court intends to order the parties to mediation.

1

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