IN THE MATTER OF RALPH AND MARLIE EMIG IRREVOCABLE TRUST DATED JULY 11, 2015

JUNE 1, 2026 Dept. 9 Probate Tentative Rulings

4. 25PR0294 IN THE MATTER OF RALPH AND MARLIE EMIG IRREVOCABLE TRUST DATED JULY 11, 2015 PETITION FOR BREACH OF TRUST;TO COMPEL AN ACCOUNTING;SUSPEND OR REMOVE TRUSTEE

Petitioner alleges a breach of trust on the part of the trustee of the above-referenced trust (“Trust”). The Petition states that there has been no accounting since the last settlor’s death in February, 2024 death notwithstanding Petitioner’s repeated inquiries to the trustee’s counsel between October 2024 and June, 2025. See Petition Exhibits 1-5.

Petitioner alleges violations of Probate Code §§ 16000, 16002, 16004 in failing to provide an accounting, withholding information from the beneficiary, mismanagement of Trust assets including self-dealing and commingling Trust property with the trustee’s property; improper distributions or failure to make distributions and failure to act with good faith and impartiality towards the beneficiary.

Petitioner alleges violations of Probate Code §§16060, 16062 in failing to provide annual accounting of Trust assets.

Petitioner alleges that the trustee is living in the house that belongs to the Trust and is not paying rent, resulting in a loss of potential income to the Trust from rental or sale of the property.

Petitioner argues that the Trustee should be removed or suspended pursuant to Probate Code §§ 15642 and 17200 to protect Trust assets and Petitioner as beneficiary from further loss.

At the previous hearing on March 23, 2026 parties requested a continuance.

TENTATIVE RULING #4: APPEARANCES ARE REQUIRED AT 8:30 A.M. ON MONDAY, JUNE 1, 2026, IN DEPARTMENT NINE. 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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