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Photo of Fresno County

Court

Fresno County

California

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Case Information

Filed 2022-05-13
Status Open
Type Trust Special Needs
Docket 40 entries

Parties

Plaintiff Merlo, Kaci K
Photo of Hon. Orozco Gary

Judge

Hon. Orozco Gary

Fresno County (CA)

California

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Lawyers

Docket Entries

  1. Probate Status Hearing Judicial Officer Orozco, Gary Hearing Time 9:00 AM Comment Probate Status Hearing RE: Filing of the Second Account
  2. Declaration Comment Declaration for Philip M. Flanigan in Support of Petition for Order Establishing Special Needs Trust; for Authority to Invest in Mutual Funds and U.S. Government Bonds with Maturity Dates Later Than 5 Years; and for Attorney Fees
  3. Notice of Hearing Comment Date: Time: 9:00 a.m. Department: 303
  4. Notice of Remote Appearance.
  5. Petition Judicial Officer Arax, Brian M Hearing Time 9:00 AM Result Granted Comment Petition for Order Establishing Special Needs Trust; for Authority to Invest in Mutual Funds and U.S. Government Bonds with Maturity Dates Later Than 5 Years; and for Attorney Fees
  6. Remote Appearance Via Zoom
  7. Order on Trust Petition Judicial Officer Arax, Brian M Comment Order Establishing Special Needs Trust; For Authority to Invest in Mutual Funds and U.S. Government Bonds with Maturity Dates Later than 5 Years; and for Attorney Fees cc emailed
  8. Status Report Comment Status Report RE: Filing First Account Current and Report of Trustee
  9. Probate Status Hearing Judicial Officer Arax, Brian M Hearing Time 9:00 AM Result Heard Comment Status Hearing Re: Filing of the First Account
  10. Remote Appearance Via Zoom
  11. Minute Order Attachment
  12. Accounting Comment First Account and Report of Trustee of the Nicholas R. Merlo Special Needs Trust; Petition to Settle Account; and to Fix and Allow Trustee and Attorney Fees
  13. Continued Hearing by Court Judicial Officer Arax, Brian M Hearing Time 9:00 AM Cancel Reason Off Calendar Comment Status Hearing Re: Filing of the First Account
  14. Affidavit Comment Affidavit Regarding Account Statements
  15. Notice of Hearing Comment Date: Time: 9:00 a.m. Dept.: 97A
  16. Accounting Original Type Accounting Judicial Officer Arax, Brian M Hearing Time 9:00 AM Result Heard Comment First Account and Report of Trustee of the Nicholas R. Merlo Special Needs Trust; Petition to Settle Account; and to Fix and Allow Trustee and Attorney Fees
  17. Minute Order Attachment
  18. Remote Appearance Via Zoom
  19. Supplement to Comment First Supplement to First Account and Report of Trustee of the Nicholas R. Merlo Special Needs Trust; Petition to Settle Account; and to Fix and Allow Trustee and Attorney Fees
  20. Confidential Bank Statement(s) Comment Affidavit Regarding Account Statements
  21. Exparte Petition/Application (Generic) Comment Ex Parte Petition for Order Accepting Resignation of Trustee and for Appointment of Successor Trustee
  22. Declaration Comment Declaration of Philip M. Flanigan in Support of First Supplement of First Account
  23. Exparte Order (Generic) Judicial Officer Cardoza, Jane Comment Ex Parte Order Accepting Resignation of Trustee and for Appointment of Successor Trustee cc emailed
  24. Continued Hearing by Court Judicial Officer Cardoza, Jane Hearing Time 9:00 AM Result Granted Comment First Account and Report of Trustee of the Nicholas R. Merlo Special Needs Trust; Petition to Settle Account; and to Fix and Allow Trustee and Attorney Fees
  25. Minute Order Attachment
  26. Remote Appearance Via Zoom
  27. Order (Generic) Judicial Officer Cardoza, Jane Comment Order Settling First and Final Supplemental Accounts and Report of Trustee and Allowing Compensation to Trustee and Attorney cc emailed
  28. Receipt Comment Proof of Receipt of Trust Assets by Successor Trustee
  29. Probate Status Hearing Judicial Officer Arax, Brian M Hearing Time 9:00 AM Cancel Reason Off Calendar Comment Probate Status Hearing RE: Filing Proof of Trust Assets Delivered to Successor Trustee
  30. Accounting Comment Petition for Approval of First Account Current of Trustee for the Period of April 9, 2024 to November 30, 2024; Approval of Trustee s Fees; Approval of Attorney s Fees; Petition for Authority to Invest in Mutual Funds and in Bonds that Mature in More or Less than Five Years; Declaration of Randolph M. Sharon
  31. Notice of Hearing Comment Date; Time: 9:00am Dept: 402
  32. Consent Comment Consent to Electronic Service and Notice of Electronic Service Address (Comment)
  33. Proof of Service Comment Proof of Electronic Service
  34. Notice of Remote Appearance. Comment Via Zoom
  35. Confidential Bank Statement(s)
  36. Accounting Judicial Officer Orozco, Gary Hearing Time 9:00 AM Result Granted Comment Petition for Approval of First Account Current of Trustee for the Period of April 9, 2024 to November 30, 2024; Approval of Trustee s Fees; Approval of Attorney s Fees; Petition for Authority to Invest in Mutual Funds and in Bonds that Mature in More or Less than Five Years; Declaration of Randolph M. Sharon
  37. Minute Order Attachment
  38. Remote Appearance Via Zoom Comment Zoom: Ian Sharon
  39. Order (Generic) Judicial Officer Orozco, Gary Comment CC Emailed - Order for Approval of First Account Current of Trustee for the Period of April 9, 2024 to November 30, 2024; Approval of Trustee's Fees, Order Granting Petition for Authority to Invest in Mutual Funds and in Bonds that Mature in More or Less than Five Years
  40. Probate Status Hearing Judicial Officer Orozco, Gary Hearing Time 9:00 AM Cancel Reason Off Calendar Comment Probate Status Hearing RE: Status of Filing the First Account of Court Appointed Successor Trustee

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