THE DOMINIC VELETZOS SPECIAL NEEDS TRUST, TRUST OF
Sixth Account and Report of Trustees; Petition to Settle Account; to Increase Bond; and to Fix and Allow Attorneys’ Fees and Costs
Motion type
Parties
Ruling
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1. Trustee’s Thirteenth Account and Report for the period 2/1/26 – 1/31/28 shall be filed by April 13, 2028.
2. A status hearing re filing the Thirteenth Account and Report shall be set on May 18, 2028, at 10:00 a.m. a. If the Thirteenth Account and Report is not timely filed, an appearance will be required. b. If the Thirteenth Account and Report is timely filed, the hearing will be set on May 18, 2028, at 9:00 a.m.
PRO1501502 THE DOMINIC VELETZOS SPECIAL NEEDS TRUST, TRUST OF
Sixth Account and Report of Trustees; Petition to Settle Account; to Increase Bond; and to Fix and Allow Attorneys’ Fees and Costs, filed by Philippe Veletzos and Roxanne Veletzos on 8/20/26.
Ruling. This matter is continued to October 15, 2026, at 9:00 a.m. Petitioner is ordered to: 1. Mail notice to all interested parties using the mandatory Judicial Council Form “Notice of Hearing – Decedent’s Estate or Trust”. (Judicial Council Forms, form DE-120.)
2. File a copy of the DE-120 that was mailed, with the Proof of Service completed on page 2 showing that all interested parties received at least thirty days’ notice of the Twelfth Account and Report. (Prob. C. §17203.) The Proof of Service must be filed at least five court day s prior to hearing. (Super. Ct. Marin County, Local Rules, rule 6.2(b), Filing, Hearing, and Continuance Procedures.)
PRO1704416 IN RE THE PHILIP M. SHEPARD TRUST, TRUST OF
Motion for: (1) Enforcement of 1/22/18 Order; (2) OSC Re Contempt; (3) Compel Co-Trustees to Provide Corrected Final Distribution; and (4) Sanctions and Attorney’s Fees, filed by Kathleen Shepard on 2/10/26.
Ruling. This matter is improperly before this court as a motion seeking relief that should properly be brought by way of a Probate Code compliant petition. The motion is denied.
PRO1802115 ROSEMARY THERESA BOCK, ESTATE OF
Amended Petition for Order on Report of Administrator; for Waiver of Account; for Statutory Administrator’s and Attorney’s Compensation; for Reimbursement of Costs Advanced; and for Final Distribution, filed by Holger Siegwart on 8/26/26.
Ruling. This matter is continued to October 1, 2026, at 9:00 a.m. Petitioner is ordered to: 1. Mail notice of the Amended Petition to all interested parties using the mandatory Judicial Council Form “Notice of Hearing – Decedent’s Estate or Trust”. (Judicial Council Forms, form DE- 120.)
2. File a copy of the DE-120 that was mailed, with the Proof of Service completed on page 2 showing that all interested parties received at least fifteen days ’ notice of the Report of Status of Administration. (Cal. Rules of Court, rule 7.53(a).)
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