Matter of Arline Genis Trust

Case Number

24PR00474

Case Type

Hearing Date / Time

Thu, 10/31/2024 - 09:00

Nature of Proceedings

Petition re Internal Affairs of Trust Petition for Appointment of Trustee; Removal and Surcharge of De Facto Trustee; Compel Inventory and Account

Tentative Ruling

Appearances are required.

The following must be submitted:

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.)

Proposed Order (Local Rule, 1731.) – Petitioner must submit a proposed order outlining the exact relief requested in the petition.

Trust Instrument. A copy of the trust, and all accompanying amendments, must be submitted for review. (Local Rule, 1791(c).) The Trust Instrument was submitted with the Petition however, Schedule A as referenced in the Trust Instrument was not included in the submission.