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Matter of Kinnebrew Family Trust

Case Number

23PR00548

Case Type

Trust

Hearing Date / Time

Wed, 04/30/2025 - 08:30

Nature of Proceedings

1. Review, 2. Petition for Instructions

Tentative Ruling

Probate Notes:

Appearances required. 

The following matters are on calendar:

Review Hearing re: Accounting

Parties must file a Status Report before the hearing detailing whether any disputes remain, and whether there will be any objections to the accountings.

Petition for Instructions (Amended)

On March 27, 2025, Trustee, Debra V. Trout, filed a Petition for Instructions pursuant to Probate Code section 17200, requesting the Court to interpret certain terms of the trust. Whether the agreement between the former trustee and Jana L. LaFollette is binding and satisfies her interest in the trust, identify/confirm beneficiaries, and successor beneficiaries.  The Petition of the Trustee received written opposition on April 10, 2025, placing the matter at issue, requiring evidentiary hearing to resolve. (In re Estate of Lensch (2009) 177 Cal.App.4th 667, 676; Conservatorship of Farrant (2021) 67 Cal.App.5th 370, 377.)

Parties must come prepared to set trial dates and discuss discovery deadlines.

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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