In the Matter of Jody McCaffree

7. PR0000884 In re the Estate of Warren Henry Schlief No appearances are required. The petition for order confirming sale of real property is granted as prayed. A proposed order has been provided.

8. PR0000902 In the Matter of Kelly Giacomini No appearances are required. The Court has received the signed stipulation of the parties resolving all outstanding matters. The Court has signed the stipulation and will direct it be filed. This matter is off calendar.

9. PR0000933 In the Matter of Jody McCaffree Appearances are required. The parties shall be prepared to update the Court on the status of this litigation and the status of Trustee True’s professional license. In the event an agreement has not been reached, the Court is favorably inclined to order the parties to attend mediation, with costs of the same to be paid by the trust, pursuant to Probate Code section 17206 and Breslin v. Breslin (2021) 62 Cal. App.5th 801, 806 (“The probate court has the power to order the parties into mediation.”). The parties are hereby advised:

Mediation may result in a settlement of the matters that are the subject of this case and of any and all interested persons and parties interests therein. Settlement of the matter may result in an agreement for the distribution of assets of the above- referenced trust and of the estates of the settlors therein, however those assets may be held. Settlement of the matter may also result in an award of attorneys’ fees to one or more parties under Smith v. Szeyller (2019) 31 Cal.App.5th 450, 242. Interested persons or parties who do not have counsel may attend the mediation and participate.

Non-participating persons or parties who receive notice of the date, time and place of the mediation may be bound by the terms of any agreement reached at mediation without further action by the Court or further hearing. Rights of trust beneficiaries or prospective beneficiaries may be lost or forfeited by the failure to participate in mediation. Participation in mediation is a prerequisite to an evidentiary hearing. By failing to participate in mediation, a person or party will waive their right to an evidentiary hearing.

Petitioner Jody McCaffree and Trustee David shall meet and confer regarding selection of a mutually acceptable mediator. The Court continues this matter for review on the status of mediation to July 24, 2026, at 9:00 a.m., in Department 6, and continues to reserve jurisdiction over the pending motions. No later than two weeks prior to the continued hearing date, the parties shall submit a joint statement indicating the status regarding selection of a mediator.