This case was last updated from Kern County Superior Courts on 10/29/2018 at 09:18:41 (UTC).

JOHN E GUNSTEN AND LOIS A GUNSTEN FAMILY TRUST

Case Summary

On 08/25/2017 JOHN E GUNSTEN AND LOIS A GUNSTEN FAMILY TRUST was filed as a Probate - Trust lawsuit. This case was filed in Kern County Superior Courts, Metropolitan Branch - Justice Building located in Kern, California. The Judges overseeing this case are Knight, Alisa R. and Kendall, Andrew. The case status is Pending - Other Pending.

Case Details Parties Documents Dockets

 

Case Details

  • Case Number:

    *********2823

  • Filing Date:

    08/25/2017

  • Case Status:

    Pending - Other Pending

  • Case Type:

    Probate - Trust

  • Court:

    Kern County Superior Courts

  • Courthouse:

    Metropolitan Branch - Justice Building

  • County, State:

    Kern, California

Judge Details

Judges

Knight, Alisa R.

Kendall, Andrew

 

Party Details

Petitioners

WESTON, DENISE L

RUOSS, LU ANN

RUOSS, MERYL

Not Yet Classified

GUNSTEN, LOIS A

GUNSTEN, JOHN E

Attorney/Law Firm Details

Petitioner Attorneys

HULSY, JAMES R

BOYLE, STEPHEN H

 

Court Documents

Accounting Initial

Accounting Initial 09/26/2018: Judicial Officer: Kendall, Andrew; Hearing Time: 08:30 AM; Result: Multiple Motions-Various Issues; Comment: READY FOR HEARING- Re First Account and Report of Trustee 09/26/2018 CALENDAR #2; Parties Present Petitioner; Attorney: HULSY, JAMES R; Petitioner; Attorney: BOYLE, STEPHEN H; Petitioner; Attorney: BOYLE, STEPHEN H

Petition

Petition 01/05/2018: Judicial Officer: Knight, Alisa R.; Hearing Time: 09:00 AM; Result: Continued - Party's Motion Hearing; Comment: READY FOR HEARING: Petition for (1) Removal of co-successor Trustees (2) Appointment of successor Trustee, (3) Requiring co-successor Trustees to account (4) For breach of fiduciary duty and damages (5) Surcharge (6) Requiring Meryl H Ruoss as attorney-in-fact to account; Parties Present Petitioner; Attorney: HULSY, JAMES R

Petition

Petition 04/26/2018: Judicial Officer: Kendall, Andrew; Hearing Time: 8:30 AM; Result: Held; Comment: READY FOR HEARING- Petition for: (1) removal of co-successor trustees; (2) appointment of successor trustee; (3) requiring co-successor trustees to account (4) for breach of fiduciary duty and damages; (5) surcharge; (6) requiring Meryl H. Ruoss as attorney-in-fact to account; Parties Present Petitioner; Attorney: HULSY, JAMES R; Petitioner; Attorney: BOYLE, STEPHEN H; Petitioner; Attorney: BOYLE, STEPHEN H

Petition

Petition 03/16/2018: Judicial Officer: Kendall, Andrew; Hearing Time: 09:00 AM; Result: Continued - Party's Motion Hearing; Comment: READY FOR HEARING- re: for (1) Removal of co-successor Trustees (2) Appointment of successor Trustee, (3) Requiring co-successor Trustees to account (4) For breach of fiduciary duty and damages (5) Surcharge (6) Requiring Meryl H Ruoss as attorney-in-fact to account; Parties Present Petitioner; Attorney: HULSY, JAMES R

Petition

Petition 02/09/2018: Judicial Officer: Knight, Alisa R.; Hearing Time: 09:00 AM; Result: Continued - Party's Motion Hearing; Comment: READY FOR HEARING- Petition for (1) Removal of Co-Successor Trustees; (2) Appointment of Successor Trustee; (3) Rquiring Co-Successor Trustees to Account; (4) For Breach of Fiduciary Duty and Damages; (5) Surcharge; (6) Requiring Meryl H. Ruoss as Attorney-in-Fact to Account

Petition

Petition 10/26/2017: Judicial Officer: Knight, Alisa R.; Hearing Time: 9:00 AM; Result: Continued - Party's Motion Hearing; Comment: READY FOR HEARING: Petition for (1) Removal of co-successor Trustees (2) Appointment of successor Trustee, (3) Requiring co-successor Trustees to account (4) For breach of fiduciary duty and damages (5) Surcharge (6) Requiring Meryl H Ruoss as attorney-in-fact to account; Parties Present Petitioner; Attorney: HULSY, JAMES R

Accounting Initial

Accounting Initial 06/27/2018: Judicial Officer: Kendall, Andrew; Hearing Time: 08:30 AM; Result: Held; Comment: READY First account and report of trustee 06/27/18 CALENDAR #1; Parties Present Petitioner; Attorney: HULSY, JAMES R; Petitioner; Attorney: BOYLE, STEPHEN H; Petitioner; Attorney: BOYLE, STEPHEN H

 

Docket Entries

  • 05/01/2019
  • Court Trial - Judicial Officer: Kendall, Andrew; Hearing Time: 1:30 PM; Comment: RE: PETITION FOR (1) REMOVAL OF CO-SUCCESSOR TRUSTEES; (2) APPOINTMENT OF SUCCESSOR TRUSTEE; (3) REQUIRING CO-SUCCESSOR TRUSTEES TO ACCOUNT; (4) FOR BREACH OF FIDUCIARY DUTY AND DAMAGES; (5) SURCHARGE; (6) REQUIRING MERYL H. RUOSS AS ATTORNEY-IN-FACT TO ACCOUNT

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  • 05/01/2019
  • Court Trial - Judicial Officer: Kendall, Andrew; Hearing Time: 1:30 PM; Comment: RE: FIRST ACCOUNT AND REPORT OF TRUSTEES

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  • 04/30/2019
  • Court Trial - Judicial Officer: Kendall, Andrew; Hearing Time: 1:30 PM; Comment: RE: PETITION FOR (1) REMOVAL OF CO-SUCCESSOR TRUSTEES; (2) APPOINTMENT OF SUCCESSOR TRUSTEE; (3) REQUIRING CO-SUCCESSOR TRUSTEES TO ACCOUNT; (4) FOR BREACH OF FIDUCIARY DUTY AND DAMAGES; (5) SURCHARGE; (6) REQUIRING MERYL H. RUOSS AS ATTORNEY-IN-FACT TO ACCOUNT

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  • 04/30/2019
  • Court Trial - Judicial Officer: Kendall, Andrew; Hearing Time: 1:30 PM; Comment: RE: FIRST ACCOUNT AND REPORT OF TRUSTEES

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  • 04/29/2019
  • Court Trial - Judicial Officer: Kendall, Andrew; Hearing Time: 1:30 PM; Comment: RE: PETITION FOR (1) REMOVAL OF CO-SUCCESSOR TRUSTEES; (2) APPOINTMENT OF SUCCESSOR TRUSTEE; (3) REQUIRING CO-SUCCESSOR TRUSTEES TO ACCOUNT; (4) FOR BREACH OF FIDUCIARY DUTY AND DAMAGES; (5) SURCHARGE; (6) REQUIRING MERYL H. RUOSS AS ATTORNEY-IN-FACT TO ACCOUNT

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  • 04/29/2019
  • Court Trial - Judicial Officer: Kendall, Andrew; Hearing Time: 1:30 PM; Comment: RE: FIRST ACCOUNT AND REPORT OF TRUSTEES

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  • 01/24/2019
  • Case Management Conference - Judicial Officer: Kendall, Andrew; Hearing Time: 8:30 AM; Comment: RE: PETITION FOR (1) REMOVAL OF CO-SUCCESSOR TRUSTEES; (2) APPOINTMENT OF SUCCESSOR TRUSTEE; (3) REQUIRING CO-SUCCESSOR TRUSTEES TO ACCOUNT; (4) FOR BREACH OF FIDUCIARY DUTY AND DAMAGES; (5) SURCHARGE; (6) REQUIRING MERYL H. RUOSS AS ATTORNEY-IN-FACT TO ACCOUNT

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  • 01/24/2019
  • Case Management Conference - Judicial Officer: Kendall, Andrew; Hearing Time: 8:30 AM; Comment: RE: FIRST ACCOUNT AND REPORT OF TRUSTEES

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  • 09/26/2018
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  • Petition - Accounting Initial 09/26/2018: Judicial Officer: Kendall, Andrew; Hearing Time: 08:30 AM; Result: Multiple Motions-Various Issues; Comment: READY FOR HEARING- Petition for 1) removal of co-successor trustees; 2) appointment of successor trustee; 3) requiring co-successor trustees to account; 4) for breach of fiduciary duty and damages; 5) surcharge; 6) requiring Meryl H. Ruoss as attorney-in-fact to account 09/26/2018 CALENDAR #1

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  • 09/26/2018
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  • Accounting Initial - Accounting Initial 09/26/2018: Judicial Officer: Kendall, Andrew; Hearing Time: 08:30 AM; Result: Multiple Motions-Various Issues; Comment: READY FOR HEARING- Re First Account and Report of Trustee 09/26/2018 CALENDAR #2; Parties Present Petitioner; Attorney: HULSY, JAMES R; Petitioner; Attorney: BOYLE, STEPHEN H; Petitioner; Attorney: BOYLE, STEPHEN H

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5 More Docket Entries
  • 03/29/2018
  • Notice of Hearing - Comment: 06/27/18

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  • 03/28/2018
  • Notice of Hearing - Comment: 06/27/18

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  • 03/16/2018
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  • Petition - Petition 03/16/2018: Judicial Officer: Kendall, Andrew; Hearing Time: 09:00 AM; Result: Continued - Party's Motion Hearing; Comment: READY FOR HEARING- re: for (1) Removal of co-successor Trustees (2) Appointment of successor Trustee, (3) Requiring co-successor Trustees to account (4) For breach of fiduciary duty and damages (5) Surcharge (6) Requiring Meryl H Ruoss as attorney-in-fact to account; Parties Present Petitioner; Attorney: HULSY, JAMES R

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  • 03/15/2018
  • Account and Report - Comment: First account and report of trustee

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  • 02/09/2018
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  • Petition - Petition 02/09/2018: Judicial Officer: Kendall, Andrew; Hearing Time: 09:00 AM; Result: Continued - Party's Motion Hearing; Comment: READY FOR HEARING- Petition for (1) Removal of Co-Successor Trustees; (2) Appointment of Successor Trustee; (3) Rquiring Co-Successor Trustees to Account; (4) For Breach of Fiduciary Duty and Damages; (5) Surcharge; (6) Requiring Meryl H. Ruoss as Attorney-in-Fact to Account

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  • 01/05/2018
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  • Petition - Petition 01/05/2018: Judicial Officer: Kendall, Andrew; Hearing Time: 09:00 AM; Result: Continued - Party's Motion Hearing; Comment: READY FOR HEARING: Petition for (1) Removal of co-successor Trustees (2) Appointment of successor Trustee, (3) Requiring co-successor Trustees to account (4) For breach of fiduciary duty and damages (5) Surcharge (6) Requiring Meryl H Ruoss as attorney-in-fact to account; Parties Present Petitioner; Attorney: HULSY, JAMES R

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  • 10/26/2017
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  • Petition - Petition 10/26/2017: Judicial Officer: Knight, Alisa R.; Hearing Time: 9:00 AM; Result: Continued - Party's Motion Hearing; Comment: READY FOR HEARING: Petition for (1) Removal of co-successor Trustees (2) Appointment of successor Trustee, (3) Requiring co-successor Trustees to account (4) For breach of fiduciary duty and damages (5) Surcharge (6) Requiring Meryl H Ruoss as attorney-in-fact to account; Parties Present Petitioner; Attorney: HULSY, JAMES R

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  • 09/08/2017
  • Notice of Hearing - Comment: 10/26/17

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  • 09/01/2017
  • Confidential Information - Comment: Lodging of confidential estate planning documents in support of petition for (1) removal of co-successor trustees, (2) appointment of successor trustee, (3) requiring co-successor trustees to account (4) for breach of fiduciary duty and damages (5) surcharge

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  • 08/25/2017
  • Petition (Initiating) - Comment: Petition for (1) Removal of co-successor Trustees (2) Appointment of successor Trustee, (3) Requiring co-successor Trustees to account (4) For breach of fiduciary duty and damages (5) Surcharge (6) Requiring Meryl H Ruoss as attorney-in-fact to account

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