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ATTENTION:

Effective March 2, 2026, the Superior Court of Santa Barbara welcomed Angela Braun as the new Court Executive Officer. Local forms have been updated to reflect this change. Please use the latest versions available on our website. Prior versions will continue to be accepted during this transition period.

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Tentative Ruling: Matter of Lon Lavelle Brazelton Special Needs Trust

Case Number

16PR00405

Case Type

Decedent's Estate

Hearing Date / Time

Wed, 05/14/2025 - 08:30

Nature of Proceedings

Second Accounting of Successor Trustee

Tentative Ruling

Probate Notes:

Appearances required.

The following must be submitted:

Supplement re: Unexplained Disbursements - Several unusual expenditures are not readily understandable and were not explained.  A supplement to the petition must be filed explaining the stipends to Penny Trueworthy, why beneficiary was given such large amounts of unaccounted for cash, and why should not be surcharged to the Conservator. (Prob. Code, § 1064(a)(2).)

Appearances:

The court is open to the public for court business. The court is also conducting hearings via Zoom videoconference.

Meeting ID: 161 956 1423

Passcode: 137305

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