IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST
Case Summary
Case Details
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Case Number:
*******9007
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Filing Date:
07/30/2015
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Case Status:
Not Classified By Court
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Case Type:
Probate - Trust
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Courthouse:
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County, State:
San Francisco, California
Party Details
Petitioners and Others
LOWE, ADRIENNE
LOWE, STUART
LOWE, CURTIS
San Francisco, CA 94121
LOWE FAMILY TRUST, EST.
Defendant
THE LOWE FAMILY TRUST, TRUST
Attorney/Law Firm Details
Petitioner Attorney
FEDER, BRUCE ALLEN
685 Market Street Ste. 540
San Francisco, CA 94105
Court Documents
BANK STATEMENTS FILED BY OTHER LOWE, CURTIS
RESPONSE TO INTERIM ORDER AFTER HEARING, ETC. AND PROBATE EXAMINER NOTED DATED DECEMBER 22, 2015 FILED BY OTHER LOWE, CURTIS
ORDER - INTERIM ORDER AFTER HEARING RE FIRST AND FINAL ACCOUNT OF FORMER SUCCESSOR TRUSTEE
DECLARATION OF BRUCE A. FEDER RE: APPROVAL OF PROPOSED ORDER AFTER HEARING (TRANSACTION ID # 58453895) FILED BY PETITIONER LOWE, ADRIENNE LOWE, STUART
PROBATE OPPOSITION/OBJECTION TO ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT (TRANSACTION ID # 58335830) FILED BY PETITIONER LOWE, ADRIENNE LOWE, STUART (Fee:450.00)
ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT FILED BY PETITIONER LOWE, CURTIS HEARING SET FOR DEC-28-2015 AT 09:00 AM IN DEPT 204 (Fee:450.00)
ORDER COMPELLING TRUSTEE TO ACCOUNT FILED BY PETITIONER LOWE, ADRIENNE LOWE, STUART
NOTICE OF HEARING (TRANSACTION ID # 57653534) FILED BY PETITIONER LOWE, ADRIENNE LOWE, STUART
PETITION TO COMPEL TRUSTEE TO ACCOUNT FILED BY PETITIONER LOWE, ADRIENNE LOWE, STUART AS TO TRUSTOR LOWE FAMILY TRUST, EST. OCT 1, 1992 HEARING SET FOR SEP-01-2015 AT 09:00 AM IN DEPT 204 (Fee:450.00)
Docket Entries
- 03/23/2016
- View Court Documents
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BANK STATEMENTS FILED BY OTHER LOWE, CURTIS
- 03/14/2016
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ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT CONTINUED FROM MAR-14-2016 TO MAR-28-2016 AT 09:00 AM IN DEPT 204 PER COURT
- 02/22/2016
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ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT CONTINUED FROM FEB-22-2016 TO MAR-14-2016 AT 09:00 AM IN DEPT 204 PER COURT
- 02/19/2016
- View Court Documents
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RESPONSE TO INTERIM ORDER AFTER HEARING, ETC. AND PROBATE EXAMINER NOTED DATED DECEMBER 22, 2015 FILED BY OTHER LOWE, CURTIS
- 01/27/2016
- View Court Documents
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ORDER - INTERIM ORDER AFTER HEARING RE FIRST AND FINAL ACCOUNT OF FORMER SUCCESSOR TRUSTEE
- 01/20/2016
- View Court Documents
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DECLARATION OF BRUCE A. FEDER RE: APPROVAL OF PROPOSED ORDER AFTER HEARING (TRANSACTION ID # 58453895) FILED BY PETITIONER LOWE, ADRIENNE LOWE, STUART
- 01/11/2016
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ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT CONTINUED FROM JAN-11-2016 TO FEB-22-2016 AT 09:00 AM IN DEPT 204 HEARING HELD - SEE MINI-MINUTES FOR THIS DATE. PER COURT
- 01/11/2016
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MINI MINUTES FOR JAN-11-2016 09:00 AM FOR DEPT 204
- 12/28/2015
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ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT CONTINUED FROM DEC-28-2015 TO JAN-11-2016 AT 09:00 AM IN DEPT 204 PER COURT
- 12/22/2015
- View Court Documents
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PROBATE OPPOSITION/OBJECTION TO ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT (TRANSACTION ID # 58335830) FILED BY PETITIONER LOWE, ADRIENNE LOWE, STUART (Fee:450.00)
- 11/17/2015
- View Court Documents
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ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT FILED BY PETITIONER LOWE, CURTIS HEARING SET FOR DEC-28-2015 AT 09:00 AM IN DEPT 204 (Fee:450.00)
- 10/13/2015
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ADDED TO CALENDAR FOR STATUS ON FILING ACCOUNTING CONTINUED FROM OCT-13-2015 TO NOV-24-2015 AT 09:00 AM IN DEPT 204 HEARING HELD - SEE MINI-MINUTES FOR THIS DATE. PER COURT
- 10/13/2015
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MINI MINUTES FOR OCT-13-2015 09:00 AM FOR DEPT 204
- 09/04/2015
- View Court Documents
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ORDER COMPELLING TRUSTEE TO ACCOUNT FILED BY PETITIONER LOWE, ADRIENNE LOWE, STUART
- 09/04/2015
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PETITION TO COMPEL TRUSTEE TO ACCOUNT, CALENDAR OF SEP-01-2015, GRANTED PER WRITTEN ORDER AS MODIFIED
- 09/01/2015
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PETITION TO COMPEL TRUSTEE TO ACCOUNT, CALENDAR OF SEP-01-2015, GRANTED SUBJECT TO WRITTEN ORDER
- 09/01/2015
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ADDED TO CALENDAR FOR STATUS ON FILING ACCOUNTING HEARING SET FOR OCT-13-2015 AT 09:00 AM IN DEPT 204
- 09/01/2015
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MINI MINUTES FOR SEP-01-2015 09:00 AM FOR DEPT 204
- 08/04/2015
- View Court Documents
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NOTICE OF HEARING (TRANSACTION ID # 57653534) FILED BY PETITIONER LOWE, ADRIENNE LOWE, STUART
- 07/30/2015
- View Court Documents
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PETITION TO COMPEL TRUSTEE TO ACCOUNT FILED BY PETITIONER LOWE, ADRIENNE LOWE, STUART AS TO TRUSTOR LOWE FAMILY TRUST, EST. OCT 1, 1992 HEARING SET FOR SEP-01-2015 AT 09:00 AM IN DEPT 204 (Fee:450.00)
Tentative Rulings
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | JUN-13-2018 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | TRUDY J. VERZOSA | |
| Calendar Matter: | ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT, FEES | |
| Rulings: | Appearance required |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | MAY-30-2018 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | TRUDY J. VERZOSA | |
| Calendar Matter: | ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT, FEES | |
| Rulings: | Continued to 6/13/18 - Notes emailed 5/25/18 |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | MAY-16-2018 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | TRUDY J. VERZOSA | |
| Calendar Matter: | ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT, FEES | |
| Rulings: | Continued to 5/30/18 - Examiner needs more time to review complicated issues. Please file a Supplement that provides the name and address of each beneficiary as required by CRC 7.902. |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | MAR-26-2018 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | SEAN BANG | |
| Calendar Matter: | ADDED TO CALENDAR FOR Status On Filing Of The Co-Trustees' Accounting And Proposed Form Of Distribution | |
| Rulings: | off calendar |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | FEB-26-2018 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | SEAN BANG | |
| Calendar Matter: | ADDED TO CALENDAR FOR Status On Filing Of The Co-Trustees' Accounting And Proposed Form Of Distribution | |
| Rulings: | Appearance required. |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | JAN-22-2018 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | SEAN BANG | |
| Calendar Matter: | ADDED TO CALENDAR FOR Status On Filing Of The Co-Trustees' Accounting And Proposed Form Of Distribution | |
| Rulings: | Appearance required. |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | OCT-16-2017 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | HELEN TROWBRIDGE | |
| Calendar Matter: | Petition To Allow First Forensic Accounting Of Successor Co-Trustees For The Period September 2, 2014 To February 27, 2015, And For Approval Of Payment To Forensic Accountant For Services Rendered | |
| Rulings: | Hearing. Appearance required. |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | SEP-25-2017 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | HELEN TROWBRIDGE | |
| Calendar Matter: | Petition To Allow First Forensic Accounting Of Successor Co-Trustees For The Period September 2, 2014 To February 27, 2015, And For Approval Of Payment To Forensic Accountant For Services Rendered | |
| Rulings: | Continued to 10/16/17. No courtesy copy of opposition. No proof of service of opposition. |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | AUG-23-2017 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | HELEN TROWBRIDGE | |
| Calendar Matter: | Petition To Allow First Forensic Accounting Of Successor Co-Trustees For The Period September 2, 2014 To February 27, 2015, And For Approval Of Payment To Forensic Accountant For Services Rendered | |
| Rulings: | Hearing. Appearance required. |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | JUL-10-2017 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | HELEN TROWBRIDGE | |
| Calendar Matter: | Petition To Allow First Forensic Accounting Of Successor Co-Trustees For The Period September 2, 2014 To February 27, 2015, And For Approval Of Payment To Forensic Accountant For Services Rendered | |
| Rulings: | Continued to 8/23/17 at Counsel's request. Not yet reviewed. |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | JUN-05-2017 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | HELEN TROWBRIDGE | |
| Calendar Matter: | ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT | |
| Rulings: | OFF CALENDAR |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | APR-24-2017 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | HELEN TROWBRIDGE | |
| Calendar Matter: | ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT | |
| Rulings: | Hearing |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | MAR-27-2017 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | HELEN TROWBRIDGE | |
| Calendar Matter: | ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT | |
| Rulings: | Continued to 4/24/17. Final continuance without an appearance. |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | MAR-06-2017 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | HELEN TROWBRIDGE | |
| Calendar Matter: | ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT | |
| Rulings: | Continued to 3/27/17 per stipulation of parties. |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | FEB-06-2017 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | HELEN TROWBRIDGE | |
| Calendar Matter: | ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT | |
| Rulings: | Continued to 3/6/17 at Counsel's request. Accounting almost complete. |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | JAN-09-2017 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | HELEN TROWBRIDGE | |
| Calendar Matter: | ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT | |
| Rulings: | Continued to 2/6/17 at Counsel's request and without objection from opposing party. |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | DEC-05-2016 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | HELEN TROWBRIDGE | |
| Calendar Matter: | ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT | |
| Rulings: | Continued to 1/9/17 as stipulated, to give accountant more time to prepare accounting. |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | OCT-24-2016 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | HELEN TROWBRIDGE | |
| Calendar Matter: | ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT | |
| Rulings: | Continued to 12/5/16 at Counsel's request, per Judge Cheng. |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | AUG-15-2016 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | HELEN TROWBRIDGE | |
| Calendar Matter: | ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT | |
| Rulings: | Hearing |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | AUG-01-2016 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | HELEN TROWBRIDGE | |
| Calendar Matter: | ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT | |
| Rulings: | Continued to 8/15/16 to be heard by Judge Cheng. |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | JUN-27-2016 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | HELEN TROWBRIDGE | |
| Calendar Matter: | ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT | |
| Rulings: | Hearing. Appearance required. |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | MAY-16-2016 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | HELEN TROWBRIDGE | |
| Calendar Matter: | ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT | |
| Rulings: | Hearing |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | MAY-02-2016 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | HELEN TROWBRIDGE | |
| Calendar Matter: | ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT | |
| Rulings: | Hearing |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | MAR-28-2016 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | HELEN TROWBRIDGE | |
| Calendar Matter: | ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT | |
| Rulings: | Continued to 5/2/16, as stipulated (in part) by parties. |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | MAR-14-2016 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | HELEN TROWBRIDGE | |
| Calendar Matter: | ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT | |
| Rulings: | Continued to 3/28/16. Notes sent. |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | FEB-22-2016 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | HELEN TROWBRIDGE | |
| Calendar Matter: | ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT | |
| Rulings: | Continued to 3/14/16 pursuant to interim order. |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | JAN-11-2016 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | HELEN TROWBRIDGE | |
| Calendar Matter: | ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT | |
| Rulings: | Hearing. Appearance required. |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | DEC-28-2015 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | HELEN TROWBRIDGE | |
| Calendar Matter: | ACCOUNTING PETITION RE: ACCOUNTING #1, REPORT | |
| Rulings: | Continued to 1/11/16. Notes sent. |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | NOV-24-2015 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | TRUDY J. VERZOSA | |
| Calendar Matter: | ADDED TO CALENDAR FOR Status On Filing Accounting | |
| Rulings: | Off calendar |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | OCT-13-2015 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | TRUDY J. VERZOSA | |
| Calendar Matter: | ADDED TO CALENDAR FOR Status On Filing Accounting | |
| Rulings: | Appearance required |
| Case Number: | *******9007 | |
| Case Title: | IN THE MATTER OF THE LOWE FAMILY TRUST, EST. OCT 1, 1992 TRUST | |
| Court Date: | SEP-01-2015 09:00 AM | |
| Court/Room: | 204 | |
| Examiner: | TRUDY J. VERZOSA | |
| Calendar Matter: | Petition To Compel Trustee To Account | |
| Rulings: | Appearance required |
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