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PR0001702·marin·Probate·Trust Administration
Hearing in about 1 hourCONTINUED

IN THE MATTER OF GERALD K. SCHOFIELD TRUST

Petition for Instructions and Trust Terms Modification

Hearing date
Aug 20, 2026
Department
Department C
Prevailing
N/A
Next hearing
Dec 10, 2026

Motion type

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Parties

PetitionerLynn Schofield Clark

Ruling

PLEASE NOTE: Probate cases that are designated as confidential by California law will not be posted online. For tentative rulings in those matters, please contact the judicial secretary at (415) 444- 7260. Page 3 | 11

First and Final Account and Report of Administrator; Petition for Settlement of Account; for Allowance of Statutory Compensation to Administrator and Attorneys; for Approval of Acts; for Final Distribution, filed by Drake Tam on 7/30/26.

Ruling. Absent objections this Petition will be granted without hearing.

PR0001434 IN THE MATTER OF THE AMENDED AND RESTATED NANCY B. DREW TRUST

First Amended Petition to Invalidate the 2024 Restatement of the Nancy B. Drew Trust and 2024 Will Because of Undue Influence; for Accounting; for Recovery of Trust Property Under Cal. Prob. Code Section 850; for Damages and Attorneys’ Fees for Financial Elder Abuse, Physical Elder Abuse, Negligence, Willful Misconduct, Undue Influence, Breach of Fiduciary Duties, Unjust Enrichment, and Fraud and Deceit, filed by Robert Drew and Cindi L. Baker on 1/12/26. a. Response/Objections filed by Mary Crowley on 2/26/26.

Ruling. Parties are ordered to appear.

PR0001608 IN THE MATTER OF LEAH ANN SANDERS

First and Final Report of Administrator and Petition for Settlement and Approval; for (1) Allowance of Attorney’s Compensation, and (2) Final Distribution on Waiver of Account, filed by Elizabeth Moreci on 7/13/26.

Ruling. Absent objections this Petition will be granted without hearing.

PR0001647 IN THE MATTER OF WILLIAM C GREENWOOD FAMILY TRUST

1. Motion to File Under Seal, filed by Gina M. Greenwood-Meinert on 3/26/26.

2. Motion to File Under Seal, filed by Gina M. Greenwood-Meinert on 4/2/26.

Ruling. This matter is continued to October 29, 2026 pursuant to this Court’s August 11, 2026 order.

PR0001702 IN THE MATTER OF GERALD K. SCHOFIELD TRUST

1. Petition for Instructions and Trust Terms Modification, filed by Lynn Schofield Clark on 3/5/26.

2. Status Conference - Mediation

Ruling.

PLEASE NOTE: Probate cases that are designated as confidential by California law will not be posted online. For tentative rulings in those matters, please contact the judicial secretary at (415) 444- 7260. Page 4 | 11

In light of the notice of settlement filed on July 14, 2026, this matter is now continued to December 10, 2026 at 9:00 a.m. in Department C for an Order to Show Cause as to why this petition should not be dismissed.

PR0001725 IN THE MATTER OF MARTHA PETRINI

Verified Petition for: (1) Immediate Suspension and Permanent Removal of Martino Petrini as Co- Trustee/Trustee; (2) an Order Compelling Martino Petrini to Surrender Trust Property Pending Removal; (3) an Order for Payment from Trust to Petitioner of Attorney’s Fees and Costs Incurred; and, (4) Instructions that Martino Petrini Not Use Trust Funds to Advance His Personal Beneficial Interest, filed by Martha Petrini on 3/16/26. a. Response filed by Martino Petrini on 5/5/26.

Ruling. In light of the dismissal entered on August 14, 2026, this matter is ordered off calendar.

PR0001759 IN THE MATTER OF LISE SONNEN TRUST -- 2000 FIRST AMENDED - RE STATEMENT

Petition for Order Modifying Trust Due to Changed Circumstances Unanticipated by the Settlor, filed by Chirstopher Sheron on 4/10/26.

Ruling. Absent objections this Petition will be granted without hearing. Petitioner is ordered to submit to the court a proposed order by no later than August 26, 2026.

PR0001764 IN THE MATTER OF THE SURVIVOR’S TRUST UNDER THE MCCULLOUGH LIVING T RUST

Petition for Instructions: (1) Ordering that Dona McCullough Is Appointed the Trustee for the Trusts of Patrick McCullough, Megan McCullough, and Christopher McCullough Under the Survivor’s Trust Under the McCullough Living Trust Dated November 30, 1992 as Amended Effective on the Date of the Entry of the Court’s Order; (2) Ordering All of the Assets of Those Trusts Be Transferred to Dona McCullough as Trustee Within Ten (10) Calendar Days of Entry of the Court’s Order; (3) Denying Brian J. McCullough and Lawrence I.

McCullough the Use of Any Trust Assets in Relation to This Proceeding or the Subject Trusts and That, If They Have Utilized Any Such Funds, Surcharging Them for Those Funds and Ordering Them to Return Such Funds to the Subject Trusts; (4) Enjoining Brian J. McCullough and Laurence I. McCullough from Further Breaching Their Fiduciary Duties; (5) Denying Any Trustee Fees to Brian J. McCullough and Lawrence I. McCullough in Relation to the Subject Trusts, filed by Patrick McCullough, Megan McCullough, and Christopher McCullough on 4/13/26. a.

Response filed by Lawrence I. McCullough and Brian J. McCullough on 6/23/26. b. Objection/Non-Opposition filed by Lawrence I. McCullough and Brian J. McCullough on 8/10/26 -FILED LATE

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