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Matter of David Bushnell Trust

Case Number

17PR00083

Case Type

Trust

Hearing Date / Time

Thu, 08/01/2024 - 09:00

Nature of Proceedings

Petition to Compel Accounting

Tentative Ruling

The Petition to Compel Former Trustee Quinton Swanson to account was approved at the hearing on 05/02/2024. The accounting submitted on 7/12/2024 does not conform with Probate Code § 1061 and must be re-submitted. The Accounting has been scheduled to be heard on 10/03/2024.

In addition, the following items were not completed:

Proof of Service of Petition (Form DE-120) – “At least 30 days before the time set for the hearing on the petition, the petitioner shall cause notice of hearing to be delivered pursuant to Section 1215 to all of the following persons: (1) All trustees. (2) All beneficiaries, subject to Chapter 2 (commencing with Section 15800) of Part 3. (3) The Attorney General, if the petition relates to a charitable trust subject to the jurisdiction of the Attorney General.” (Prob. Code, § 17203.)

Trust Instrument. A copy of the trust, and all accompanying amendments, must be submitted for review. (Local Rule, 1791(c).)

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