Petition Other PR

Cal. Super. - 2nd Dist.October 31, 2019

123 23561 378401583 562400020067960 113454 21905 89 SUPERIOR COURT OF CALIFORNIA, MINUTE ORDER TIME: 09:00:00 AM JUDICIAL OFFICER PRESIDING: Roger Lund COUNTY OF VENTURA OXNARD DATE: 12/19/2019 DEPT: J6 CLERK: Sonia Barreto REPORTER/ERM: Wendy Driscoll CASE NO: 56-2019-00535454-PR-TR-OXN CASE TITLE: In Re The Wise Family Trust CASE CATEGORY: Probate CASE TYPE: Trust Proceedings EVENT TYPE: Petition Other (PR) Petition To Invalidate And/Or Terminate Estate Plan And For An Order of The Court Pursuant To Welfare And Institutions Code 15610.30 And 15657 That The Respondent's Actions Constitute Financial Elder Abuse MOVING PARTY: Marcia Janine Galles CAUSAL DOCUMENT/DATE FILED: Petition - Other Petition To Invalidate And/Or Terminate Estate Plan And For An Order of The Court Pursuant To Welfare And Institutions Code 15610.30 And 15657 That The Respondent's Actions Constitute Financial Elder Abuse, 10/31/2019 STOLO APPEARANCES STOLO Christopher A Fortunati, counsel, present for Petitioner(s). Marcia Janine Galles, Petitioner is present. Gary Galles, Petitioner's Husband, is present Donald Wise, appearing telephonically, in Pro Per DPD Daniel Taylor is present with Shirley Wise Stolo At 10:16am, court convenes in this matter with all parties present as previously indicated. Counsel have received and read the court's written tentative ruling. Supplement filed 12/18/19 is read and considered Unfiled letter, which the Court orders Attorney Fortunati to file today, is read and considered Matter submitted to the Court with argument. The Court finds/orders: The Court grants the petition for Invalidation And/Or Terminate Estate Plan And For An Order of The Court Pursuant To Welfare And Institutions Code 15610.30 And 15657 That The Respondent's Actions Constitute Financial Elder Abuse). The Court finds that the estate plan named Shirley Jane Wise Trust dated August 5, 2005, restated on March 21, 2013, is reinstated. The Court reserves as to the Public Defender fees, Attorney fees and/or damages fees to the trust. VEN-FNR-10.03 MINUTE ORDER DATE: 12/19/2019 Page 1 DEPT: J6 CASE TITLE: In Re The Wise Family Trust CASE NO: 56-2019-00535454-PR-TR-OXN Formal order to be submitted by Attorney Fortunati. SUBMISSION OF ELECTRONIC ORDERS: Orders requested electronically are to be submitted as a PDF attachment to CourtroomJ6@ventura.courts.ca.gov. Orders must be received within 48 hours from the hearing date; any orders not received electronically within 48 hours are to be submitted by way of the Clerk's Office. Please be aware that the Courtroom J6 Email address for Judge Lund is ONLY for the submission of orders as requested directly by the judge. When using the Email to forward these documents for signature, please CC: all parties entitled to notice. At this time, if counsel requires copies they will need to go through the proper route of requesting the copies through our Records department once the order has been signed and filed in the Clerk's Office. The office can be reached by telephone at 805-289-8820. Office hours are Monday-Friday from 8:00 a.m. to 4:00 p.m. If you need your copies certified, there is a fee in addition to the per page copy fee. STOLO VEN-FNR-10.03 MINUTE ORDER DATE: 12/19/2019 Page 2 DEPT: J6