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Photo of San Diego Court

Court

San Diego Court

California

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Case Information

Filed 2024-01-09
Status Pending
Type Trust Proceedings
Docket 63 entries
Disposition remov
Photo of Hon. John B Scherling

Judge

Hon. John B Scherling

San Diego County (CA)

California

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Docket Entries

  1. Case initiation form printed.
  2. Other (Trusts) scheduled for 04/19/2024 at 09:00:00 AM at Central in 502 John B Scherling.
  3. Case assigned to Judicial Officer Scherling, John.
  4. Proof of Service By Mail Filed by Frederick John Huber Filed By: Objector Huber, Frederick John
  5. Case Management Statement Filed by Frederick John Huber Filed By: Objector Huber, Frederick John
  6. Proof of Service Proof of Service Refers To: Petitioner Montgomery, Linda Petitioner Montgomery, Michael
  7. Case Management Statement Case Management Statement Refers To: Petitioner Montgomery, Linda Petitioner Montgomery, Michael
  8. System Generated Notice E-mailed [email protected]
  9. Petition - Other Petition to Approve Settlement Agreement Filed By: Petitioner Montgomery, Linda Refers To: Petitioner Montgomery, Michael
  10. Notice of Hearing - No Clerk's Certificate of Service
  11. Proof of Service Filed by Linda Montgomery, Michael Montgomery Filed By: Petitioner Montgomery, Linda Petitioner Montgomery, Michael
  12. Notice of Ruling Filed by Linda Montgomery, Michael Montgomery Filed By: Petitioner Montgomery, Linda Petitioner Montgomery, Michael
  13. Other Hearing ROA#1 - Petition for: 1. Breach of Fiduciary Duty; 2. Surcharge and Removal of Trustee & Appointment of Successor Trustee; 3. Instructions for Trustee Not to Use Trust Funds For Litigation Expenses filed by Linda and Michael Montgomery on 01/09/24 Hearing Date: 4/19/2024 9:00 AM Judicial Officer: SCHERLING, JOHN B. Department: 502
  14. Minute Order #1 - Petition Re: Internal Affairs of Trust (Probate Code 17200)
  15. Proof of Service by First Class Mail Filed By: Respondent Huber, Frederick John
  16. Trust Coversheet Trust Coversheet - Survivors Trust Amendment Filed By: Respondent Huber, Frederick John
  17. Trust Coversheet Trust Coversheet - Survivors Trust Huber Filed By: Respondent Huber, Frederick John
  18. Trust Coversheet Trust Coversheet - Huber Trust Filed By: Respondent Huber, Frederick John
  19. Declaration Declaration of Fredick John Huber Trustee Regarding the Accounting for the Period of March 18, 2023 Through March 31,2024 of the Revocable Trust Agreement Dated July 29,1997 of Francis Donald Huber and Betty Jane Huber Filed By: Respondent Huber, Frederick John
  20. Declaration Declaration - Frederick Huber Filed By: Respondent Huber, Frederick John
  21. Minute Order #1 - Petition Re: Internal Affairs of Trust (Probate Code 17200)
  22. Notice of Hearing-Decedent's Estate or Trust N/A Refers To: Petitioner Montgomery, Linda Petitioner
  23. Proof of Service By Mail Filed by Frederick John Huber Filed By: Objector Huber, Frederick John
  24. Case Management Statement Filed by Frederick John Huber Filed By: Objector Huber, Frederick John
  25. Proof of Service Proof of Service Refers To: Petitioner Montgomery, Linda Petitioner
  26. Case Management Statement Case Management Statement Refers To: Petitioner Montgomery, Linda Petitioner
  27. System Generated Notice E-mailed [email protected]
  28. Petition - Other Petition to Approve Settlement Agreement Filed By: Petitioner Montgomery, Linda Refers To: Petitioner Montgomery, Michael
  29. Notice of Hearing - No Clerk's Certificate of Service
  30. Proof of Service Filed by Linda Montgomery, Michael Montgomery Filed By: Petitioner Montgomery, Linda Petitioner
  31. Notice of Ruling Filed by Linda Montgomery, Michael Montgomery Filed By: Petitioner Montgomery, Linda Petitioner
  32. Minute Order #1 - Petition Re: Internal Affairs of Trust (Probate Code 17200)
  33. Proof of Service by First Class Mail Filed By: Respondent Huber, Frederick John
  34. Trust Coversheet Trust Coversheet - Survivors Trust Amendment Filed By: Respondent Huber, Frederick John
  35. Trust Coversheet Trust Coversheet - Survivors Trust Huber Filed By: Respondent Huber, Frederick John
  36. Trust Coversheet Trust Coversheet - Huber Trust Filed By: Respondent Huber, Frederick John
  37. Declaration Declaration of Fredick John Huber Trustee Regarding the Accounting for the Period of March 18, 2023 Through March 31,2024 of the Revocable Trust Agreement Dated July 29,1997 of Francis Donald Huber and Betty Jane Huber Filed By: Respondent Huber, Frederick John
  38. Declaration Declaration - Frederick Huber Filed By: Respondent Huber, Frederick John
  39. Declaration Declaration - Randall Huber Filed By: Respondent Huber, Frederick John
  40. Objection - Other Objections to Petition for Breach of Fiduciary Duty; Surcharge and Removal of Trustee & Appointment of Successor Trustee; Instructions for Trustee Not to Use Trust Fund for Litigation Expenses Filed By: Respondent Huber, Frederick John
  41. Notice of Hearing-Decedent's Estate or Trust N/A Refers To: Petitioner Montgomery, Linda Petitioner
  42. Proof of Service By Mail Filed by Frederick John Huber Filed By: Objector Huber, Frederick John
  43. Case Management Statement Filed by Frederick John Huber Filed By: Objector Huber, Frederick John
  44. Proof of Service Proof of Service Refers To: Petitioner Montgomery, Linda Petitioner
  45. Case Management Statement Case Management Statement Refers To: Petitioner Montgomery, Linda Petitioner
  46. Petition - Other Petition to Approve Settlement Agreement Filed By: Petitioner Montgomery, Linda Refers To: Petitioner Montgomery, Michael
  47. Proof of Service Filed by Linda Montgomery, Michael Montgomery Filed By: Petitioner Montgomery, Linda Petitioner
  48. Notice of Ruling Filed by Linda Montgomery, Michael Montgomery Filed By: Petitioner Montgomery, Linda Petitioner
  49. Proof of Service by First Class Mail Filed By: Respondent Huber, Frederick John
  50. Trust Coversheet Trust Coversheet - Survivors Trust Amendment Filed By: Respondent Huber, Frederick John
  51. Trust Coversheet Trust Coversheet - Survivors Trust Huber Filed By: Respondent Huber, Frederick John
  52. Trust Coversheet Trust Coversheet - Huber Trust Filed By: Respondent Huber, Frederick John
  53. Declaration Declaration of Fredick John Huber Trustee Regarding the Accounting for the Period of March 18, 2023 Through March 31,2024 of the Revocable Trust Agreement Dated July 29,1997 of Francis Donald Huber and Betty Jane Huber Filed By: Respondent Huber, Frederick John
  54. Declaration Declaration - Frederick Huber Filed By: Respondent Huber, Frederick John
  55. Declaration Declaration - Randall Huber Filed By: Respondent Huber, Frederick John
  56. Objection - Other Objections to Petition for Breach of Fiduciary Duty; Surcharge and Removal of Trustee & Appointment of Successor Trustee; Instructions for Trustee Not to Use Trust Fund for Litigation Expenses Filed By: Respondent Huber, Frederick John
  57. Proof of Service re Verified Supplement to Cure Probate Notes/Defects re: Petition Filed By: Petitioner Montgomery, Linda Petitioner
  58. Supplement to Petition Verified Supplement to Cure Probate Notes/Defects re: Petition Filed By: Petitioner Montgomery, Linda Petitioner
  59. Notice of Hearing-Decedent's Estate or Trust Notice of Hearing-Decedent's Estates and Trusts filed by Montgomery, Linda; Montgomery, Michael.; Transaction Number: 21949564 Filed By: Petitioner Montgomery, Linda Petitioner
  60. Proof of Service Proof of Service filed by Montgomery, Linda; Montgomery, Michael.; Transaction Number: 21949564 Filed By: Petitioner Montgomery, Linda Petitioner
  61. Minute Order #1 - Petition Re: Internal Affairs of Trust (Probate Code 17200)
  62. Minute Order #1 - Petition Re: Internal Affairs of Trust (Probate Code 17200)
  63. Case Management Conference ROA #1 1. BREACH OF FIDUCIARY DUTY; 2. SURCHARGE AND REMOVAL OF TRUSTEE & APPOINTMENT OF SUCCESSOR TRUSTEE; 3. INSTRUCTIONS FOR TRUSTEE NOT TO USE TRUST FUNDS FOR LITIGATION EXPENSES; [Prob. Code§§ 17200, 15642, 16000, 16002, 16003, 16004, 16007, 16420, 16440] filed on 1/9/2024 Hearing Date: 10/17/2024 10:00 AM Judicial Officer: SCHERLING, JOHN B. Department: 502

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