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PR0001764·marin·Probate·Trust Petition
Hearing in about 1 hourParties are ordered to appear.

IN THE MATTER OF THE SURVIVOR’S TRUST UNDER THE MCCULLOUGH LIVING TRUST

Petition for Instructions

Hearing date
Aug 20, 2026
Department
Department C
Prevailing
N/A

Motion type

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Parties

PetitionerPatrick McCullough
PetitionerMegan McCullough
PetitionerChristopher McCullough
RespondentDona McCullough
RespondentBrian J. McCullough
RespondentLawrence I. McCullough

Ruling

PR0001764 IN THE MATTER OF THE SURVIVOR'S TRUST UNDER THE MCCULLOUGH LIVING TRUST

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

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

c. Petitioners’ (Patrick, Megan, and Christopher) Reply to Lawrence and Brian’s objection filed on August 14, 2026, and non-opposition to appointment of Dona McCullough as Trustee of the separate share trusts.

Ruling. JTC Parties are ordered to appear.

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