Ruling by
Judith D. McConnellLower Court
San Diego County Superior CourtLower Court Judge
Julia Craig KeletySufficient evidence supports court finding that trust beneficiary objected to accounting in bad faith where beneficiary fails to show reasonable cause supported objection.
Court
California Courts of Appeal 4DCA/1Cite as
2018 DJDAR 8966Published
Sep. 6, 2018Filing Date
Sep. 5, 2018Opinion Type
ModificationCLAUDIA POWELL, as Trustee, etc.,
Plaintiff and Respondent,
v.
CHARLES M. TAGAMI,
Defendant and Appellant.
Nos. D072566, D073083
(Super. Ct. No. 37-2013-00062405- PR-TR-CTL)
California Courts of Appeal
Fourth Appellate District
Division One
Filed Sept. 5, 2018
AMENDED ORDER MODIFYING OPINION
NO CHANGE IN JUDGMENT
THE COURT:
On the court's own motion, pursuant to California Rules of Court, rule 8.264(c)(1), the court issued an order modifying the opinion on August 31, 2018, which contained an error. That order is amended, and the opinion is modified as follows:
1. On page 22, the third sentence, not the second sentence, of the first full paragraph is deleted. The paragraph, as modified, shall read as follows:
"Before filing the petition for the Third Account with the court, attorney Thompson provided Charles with a complete accounting, formatted as required by the Probate Code. Thompson also provided information regarding accounts for the Trust assets. Attorney Thompson sought clarification of what documentation Charles wanted, noting his experience with responding to specific inquiries, but not wholesale demands for documents."
2. On page 22, footnote 5 is deleted.
3. On page 23, the first sentence in the first full paragraph is deleted and the second sentence is modified to read as follows:
"Even after receiving documents, Charles filed a supplemental objection, which with additional exhibits totaled more than 200 pages, and stated he still wanted more documentation."
There is no change in the judgment.
McCONNELL, P. J.
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