Matter of Verna Perry Trust

Case Number

21PR00505

Case Type

Hearing Date / Time

Tue, 09/23/2025 - 08:30

Nature of Proceedings

Petition to Compel Accounting

Tentative Ruling

Probate Notes:

Appearances required. 

The following defect requires re-service of the petition and continuance of the hearing:

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.)

There was no service to named beneficiaries of the trust, nor was service given to the trustee on the proper Judicial Council form.

Any Respondents desirous to object to the Petition, must file a written objection before the hearing.  The court has authority to require all objectors to file a written objection pursuant CRC, Rule 7.801, or else deem the failure to do so a waiver.

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