Matter of Kinnebrew Family Trust
Matter of Kinnebrew Family Trust
Case Number
23PR00548
Case Type
Hearing Date / Time
Wed, 03/27/2024 - 08:30
Nature of Proceedings
Status Hearing re: Accounting, etc.
Tentative Ruling
Probate Notes:
Appearances required. An accounting was ordered by the Court to be filed by Mr. Kinnebrew before March 20, 2024. No accounting is on file, and the current sanctions of $250 per day are running. Current total is $5,250.
Attorney for Ms. DeFilippo must file a detailed status report on the following:
- Known trust assets. The list can be “rough” estimates, but the extent and nature of trust res is the goal.
- Further attempts and any progress with contact of the former trustee and any news of a forthcoming accounting.
- Petitioner’s litigation objectives. The language in Article II, subdivision C4, of the trust appears to direct the full distribution of the sub-trusts to the beneficiaries therein named. Does petitioner seek this result, and if so, what does a final judgment for distribution look like, considering Jana LaFollette’s previous distribution? Please also include discussion of 1) whether Ms. LaFollette’s settlement has been fully distributed; and 2) what the distribution looks like, taking into consideration the commandment in the trust to distribute to pre-deceased beneficiaries’ heirs per stirpes.
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