Matter of Lois Ream Waldref Revocable Trust

Case Number

25PR00245

Case Type

Hearing Date / Time

Thu, 07/31/2025 - 09:00

Nature of Proceedings

Petitions re Internal Affairs of Trust (2): for Accounting; Breach of Fiduciary Duty; Conversion; Violation of Penal Code Section 653m (Annoying Telephone Calls) and 2) to Exclude an Amendment from Trust

Tentative Ruling

Appearances are required.

The following must be submitted:

Proof of Service of Petition to Exclude Amendment to Trust (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.) No such document was filed.