In the Matter of Revocable Trust of Beverly J. Kastan est. 3/11/2011
CONFERENCE STATUS; PETITION FOR ORDER INVALIDATING TRUST AND DETERMINING OWNERSHIP OF TRUST PROPERTY BY ESTATE; OBJECTIONS TO ACCOUNTING OF TRUSTEE
Motion type
Parties
Ruling
Based on the foregoing, Mr. Delgado’s request for an award of attorneys’ fees is GRANTED IN PART. Mr. Delgado is awarded attorneys’ fees in the amount of $4,050.
PROBATE CALENDAR – Hon. Joseph J. Solga, Dept. B (Historic Courthouse) at 8:30 a.m.
In the Matter of Revocable Trust of Beverly J. Kastan est. 3/11/2011 23PR000045
[1] CONFERENCE STATUS
[2] PETITION FOR ORDER INVALIDATING TRUST AND DETERMINING OWNERSHIP OF TRUST PROPERTY BY ESTATE (filed February 16, 2023)
[3] OBJECTIONS TO ACCOUNTING OF TRUSTEE; PETITION FOR ORDER DIRECTING TRUSTEE TO FILE AMENDED ACCOUNTING; AND PETITION FOR ORDER DIRECTING ATTORNEY-IN-FACT TO FILE ACCOUNTING (filed October 10, 2023)
APPEARANCE REQUIRED
Estate of Marilyn Louise Quint 23PR000119
FIRST AND FINAL REPORT OF ADMINISTRATOR AND PETITION FOR ITS SETTLEMENT, FOR ALLOWANCE OF STATUTORY COMPENSATION TO ADMINISTRATOR AND ATTORNEYS AND FOR FINAL DISTRIBUTION
TENTATIVE RULING: The matter is CONTINUED to September 17, 2026 at 8:30 a.m. in Dept. B to allow Administrator to address the following issue. There appears to be an error in Schedule C of Exhibit B attached to the Petition. (See Pet., PDF pp. 19-20.) Schedule C indicates a total amount of disbursements of $583,909.23 (= $564,466 on p. 19 + $19,443.23 on p. 20). However, the Petition and Summary of Account both indicate a total amount of disbursements of $592,531.99. (See Pet., p. 3 ln. 9, p. 13 (Exh. B).)
Conservatorship of Dustin Farfan Hernandez 25PR000111
REVIEW – 1ST YEAR
TENTATIVE RULING: After a review of the matter, the Court finds the Co- Conservators are acting in the best interest of the Conservatee. Thus, the matter is set for a Review – Biennial hearing in two years, on August 22, 2028, at 8:30 a.m. in Dept. B. The Court Investigator shall prepare a biennial investigator report for the next hearing date. The Clerk is directed to send notice to the parties.
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