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Case Information

Filed 2021-10-18
Status Pending
Type TRUST Proceedings
Docket 20 entries
Disposition Pending

Parties

Plaintiff Davis, Tami M.
Defendant Kealaluhi, Dawn
Photo of Hon. Julia C. Kelety

Judge

Hon. Julia C. Kelety

San Diego County (CA)

California

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Lawyers

Docket Entries

  1. Minutes finalized for Petition for Removal (Trusts) heard 04/05/2022 09:00:00 AM.
  2. Petition for Removal (Trusts) continued pursuant to party's motion to 09/12/2022 at 09:15AM before Judge Julia C. Kelety.
  3. Proof of Service filed by Kealaluhi, Dawn; Vollom, Jason W.; Shoemaker, Marcheta Mae.
  4. Supplement - Other (Respondents' Supplemental Objection to Petition to: (A) Determine Validity of Purported Trust, Restatement of the Survivor's Trust of the O.W. and Mildred O. Moorman Community Property Trust Dated January 19, 1989 as Restated on May 21, 2008 as...) filed by Kealaluhi, Dawn; Shoemaker, Marcheta Mae; Vollom, Jason W..
  5. Supplement - Other (Supplemental Objections of Defendants Marcheta Mae Shoemaker and Dawn Kealaluhi to Complaint and Petition for Order, etc) filed by Kealaluhi, Dawn; Shoemaker, Marcheta Mae.
  6. Supplement - Other (Supplemental Response of Defendants Marcheta Mae Shoemaker and Dawn Kealaluhi to Complaint andd Petition for Order, etc) filed by Kealaluhi, Dawn; Shoemaker, Marcheta Mae.
  7. Minutes finalized for Petition for Removal (Trusts) heard 09/12/2022 09:15:00 AM.
  8. Petition for Removal (Trusts) continued pursuant to party's motion to 01/09/2023 at 10:15AM before Judge Julia C. Kelety.
  9. Minutes finalized for Probate Case Management Conference heard 09/12/2022 09:15:00 AM.
  10. Probate Case Management Conference continued pursuant to party's motion to 01/09/2023 at 10:15AM before Judge Julia C. Kelety.
  11. Minutes finalized for Petition for Removal (Trusts) heard 09/12/2022 09:15:00 AM.
  12. Petition for Removal (Trusts) continued pursuant to party's motion to 09/12/2022 at 09:15AM before Judge Julia C. Kelety.
  13. Accounting scheduled for 12/01/2022 at 02:30:00 PM at Central in 503 Julia C. Kelety.
  14. Fee Declaration (Declaration of Jan Matthews, Interim Successor Trustee, For Approval of Fees and Out-of-Pocket Expenses) filed by Matthews, Jan.
  15. Fee Declaration (Declaration of Debra L. Leffler Streeter, Esq., Attorney for Interim Successor Trustee, For Approval of Fees and Out-of-Pocket Expenses) filed by Matthews, Jan.
  16. Accounting - Initial - Trust (Declaration of Debra L. Leffler Streeter, Esq., Attorney for Interim Successor Trustee, For Approval of Fees and Out-of-Pocket Expenses) filed by Matthews, Jan.
  17. Proof of Service by Mail filed by Matthews, Jan.
  18. Notice of Remote Appearance filed by Matthews, Jan.
  19. Financial Statement Coversheet filed by Matthews, Jan.
  20. Notice of Hearing-Decedent's Estates and Trusts filed by Matthews, Jan.

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Full Analytics Report

  • Complete case narrative
  • Judge details and rulings
  • Case disposition and outcome
  • All docket entries
  • Related cases and filings
$20
One-time purchase