Matter of Lon Lavelle Brazelton Special Needs Trust

Case Number

16PR00405

Case Type

Hearing Date / Time

Wed, 07/31/2024 - 08:30

Nature of Proceedings

First Accounting of Successor Trustee

Tentative Ruling

Probate Notes:

Appearances required. The following is noted for the Court at the hearing:

Discrepancy no. 1 – Estate on hand at beginning of account does not match the amount on hand at the end of the last account. (Prob. Code, §1061(a).) The sixth account was filed on August 9, 2017, and shows a total estate value of $137,218.55.  The property on hand here shows $137,895.76, a difference of (-$677.21).  The property on hand should have reflected the amount on hand at the end of the last account. (Prob. Code, §1061(a).)

Discrepancy no. 2 – Fee requests for both the trustee and attorney for trustee are high, compared to the amount of trust property and apparent work that needed to be performed.

Discrepancy no. 3 – The petition contains allegations that the real property in the trust will be sold, without explanation as to why the sale of an income generating property would be prudent.

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