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Matter of The James Bean Trust

Case Number

24PR00439

Case Type

Trust

Hearing Date / Time

Mon, 10/28/2024 - 08:30

Nature of Proceedings

Review Hearing

Tentative Ruling

Probate Notes:

Appearances required.

On July 23, 2024, Victoria Jeffries filed a Petition to Appoint a Successor Trustee for the subject trust.  On August 21, 2024, Portia Jeffries filed a written objection to the petition, placing this matter at issue and 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.)  In addition to the objection by Portia Jeffries, the matter was further complicated by two petitions filed by Tiffany Williams, one nonsensical petition for “Joinder” and one competing petition for appointment of trustee.

It is recommended the Court, pursuant to CCP section 436 (b), strike the Petition for Joinder filed by Tiffany Williams on August 29, 2024, because it appears to be an improper attempt to join in another parties objection, thus not filed in conformity of the laws of this State.

Any other 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.

Appearances:

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

Meeting ID: 161 797 5412

Passcode: 8749009

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