Matter of The Tosti Trust Dated September 3 2003

Case Number

25PR00465

Case Type

Hearing Date / Time

Wed, 10/15/2025 - 08:30

Nature of Proceedings

1. Accounting, 2. Petition to Determine Claim to Property

Tentative Ruling

Probate Notes:

Appearances required. 

Accounting

The following must be submitted:

Proof of Service of Petition (Form DE-120) on Cody D. Bridges, Daniella J. Simpson, Brook Tosti and “all grandchildren.” –  “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.) 

The persons above were listed in the trust and have not been served.

Trustee fees.  Petitioner requests the court to approve trustee fees, but does not state the amount, nor attach a billing statement for review.  There are no trustee fees listed in the disbursements schedule.  The petition, if fees are sought, must be amended to account for the fees properly.

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

Any 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.

Petition to Determine Claim to Property

 

Petition is recommended for approval, absent objection. 

Due to staffing limitations, processing times may be delayed. To assist in processing, attorneys and parties should include the next court date in the “Filing Description” field provided by the electronic service provider. That field is also used for further descriptions of the document being e-filed, so be sure to put the calendar date FIRST in the field – BEFORE any further description of the document being e-filed (e.g.: 06/28/16 For XYZ).

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