In re: Philip H. Greenlee Revocable Trust
Verified Petition for Determination of Ownership of Disputed Brokerage Account, Declaratory Relief, and Instructions to Trustee
Motion type
Causes of action
Ruling
CASE NUMBER: 26PB-0033507 This matter is on calendar for hearing on a Verified Petition for Determination of Ownership of Disputed Brokerage Account, Declaratory Relief, and Instructions to Trustee. The matter has not been properly noticed. The Petition seeks a determination of ownership of property. As such, the notice provisions of Probate Code Section 851 apply. Here, the Notice of Hearing fails to comply with Probate Code Section 851(c). Petitioner is required to use Mandatory Judicial Council Form DE-115 and 30 days notice is required.
Additionally, no summons has been served on any party claiming an interest in, or having possession of, the property in question as required by Probate Code Section 851. The matter is continued to Monday, October 12, 2026, at 2:30 p.m. in Department 44 for further proceedings on the Verified Petition for Determination of Ownership of Disputed Brokerage Account, Declaratory Relief, and Instructions to Trustee. Petitioner is required to file and serve a summons and Notice of Hearing on Petition to Determine Claim to Property for the continued hearing date, along with a copy of the Petition, on all parties entitled to notice.
No appearance is necessary on today’s calendar.
IN RE: ZANE FAMILY TRUST
Cited authorities
Looking for case law or statutes not cited here? Search published authorities
Ask about this ruling
Examples: “Why did the court rule this way?” · “What were the procedural grounds?” · “Is appearance required?”