Probate and Trusts
In re: Ericka Emery Revocable Trust
Published: Aug. 9, 2024 | Result Date: May 4, 2024 | Filing Date: Dec. 28, 2021 |Case number: 30-2021-01238259 Bench Verdict – $1,300,000
Judge
Court
Orange County Superior Court
Attorneys
Plaintiff
Andrew C. Kienle
(Hart Kienle Pentecost)
Defendant
Jon R. Vaught
(Vaught & Boutris LLP)
Facts
Plaintiff sued his deceased brother's former girlfriend who absconded with over $1.3 million in trust assets.
Contentions
PLAINTIFF'S CONTENTIONS: Certain assets were improperly removed from the trust and must be returned per Probate Code 850
DEFENDANT'S CONTENTIONS: Any assets that were removed were done so per the terms of the trust and need not be returned
Result
The court ruled in petitioner's favor, ordering the respondent to return the $1.3 million in real and personal property.
Length
three days
#143515
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