Matter of Winters Trust
Accounting
Motion type
Parties
Ruling
May 11, 2026 Dept. 9 Probate Tentative Rulings
6. 25PR0332 MATTER OF WINTERS TRUST Accounting
On March 5, 2026, Judge Balfour ordered that the Trustee provide an accounting before April 30, 2026. Pursuant to that Order, Petitioner, Jeffrey Murray, Sr., as Trustee of the Winters Family Trust created December 15, 1996, under the terms of the Trust established May 5, 1989, presents his verified Petition for Settlement of First and Final Account and Report of Trustee (Probate Code § 17200(b)(5)).
The Petitioner requests:
1. The Court determine that notice of hearing has been given as required by law;
2. The Court determine that this First and Final Account and Report of Trustee is settled, allowed, and approved, and all acts and transactions of Trustee set forth in it or relating to the matters set forth in it, are ratified, confirmed and approved;
3. The Court make such other relief as it considers proper.
There is no objection. TENTATIVE RULING #6: ABSENT OBJECTION THE PETITION IS GRANTED AS REQUESTED. ANY PERSON WHO HAS AN OBJECTION MAY MAKE IT ANY TIME, EVEN ORALLY AT THE HEARING (PROBATE CODE § 1043). IF A PARTY OR PARTIES WISH TO APPEAR REMOTELY, INSTRUCTIONS FOR REMOTE APPEARANCES CAN BE FOUND ON THE COURT’S WEBSITE.
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