Petition Other PRCal. Super. - 2nd Dist.November 17, 2015123 Judge SUPERIOR COURT OF CALIFORNIA, TENTATIVE RULINGS EVENT DATE: EVENT TIME: OXNARD DIVISION February 04, 2019 02/07/2019 09:00:00 AM DEPT.: J6 COUNTY OF VENTURA JUDICIAL OFFICER: Roger Lund CASE NUM: CASE CATEGORY: EVENT TYPE: CASE TITLE: CASE TYPE:Probate Trust Proceedings 56-2015-00474634-PR-TR-OXN IN THE MATTER OF THE BABETTE JULIA HEIMLER TRUST Petition Other (PR) - For Order to Recover Property of the Babette Julia Heimler Trust CAUSAL DOCUMENT/DATE FILED: Petition - Other, 09/28/2018 stolo The Court intends to find that Petitioner has standing, as a trust beneficiary and as the trustee of the Richard Heimler SNT, to file his petition to recover trust property pursuant to Prob. C. § 850(a)(3)(B). (See Estate of Kraus (2010) 184 Cal.App.4th 103; Estate of Myers (2006) 139 Cal.App.4th 434.) Additionally, it is clear that the settlement agreement entered into by the parties in Case No. 474634 and approved by this court on 5/3/17 does not bar this petition. The settlement agreement specifically excluded from the mutual release all claims and issues related to the settlor's Prudential IRA. In light of the Court's ruling, does Respondent wish to file and serve a response to the petition on its merits? TENTATIVE RULINGS Page: 1
