spacer

Home | Case Info | Courthouses | Fees | Forms | Phone | Rules | Site Map | Search

Superior Court of California County of Santa Clara
 
 

Probate Court

   Bullet Probate Home   
   Bullet Probate Rules
    & Attachments

   Bullet Preapproved List

   Bullet Self Service
     Probate Website

   Bullet Case Info
     Website


 

 
Shim  
 

Local Probate Rules of Court

PROBATE RULE 8 PETITION FOR INSTRUCTIONS AND OTHER INSTRUCTIONS

A. PETITION FOR INSTRUCTIONS
B. APPOINTMENT OF SUCCESSOR TRUSTEE

A. PETITION FOR INSTRUCTIONS

In decedents' estates, guardianships, and conservatorships, a petition for instructions is available only when no other procedure is provided by statute. For example, the Court will not determine how a will should be interpreted or the manner in which an estate should be distributed on a petition for instructions. Such direction can be obtained only by a petition for distribution or by a petition to determine persons entitled to distribution.

B. APPOINTMENT OF SUCCESSOR TRUSTEE

A petition seeking appointment of a successor trustee or co-trustee should include a description of the procedure required by the trust instrument for such appointment, detailed information demonstrating that the proposed trustee is qualified to be appointed as a trustee of the trust, whether some or all of the beneficiaries of the trust have been consulted about the appointment of the proposed trustee, and a recommendation for the amount of the bond of the proposed trustee or a showing of good cause why a bond should not be required.


Probate Rules: Summary - Intro - 1 - 2 - 3 - 4 - 5 - 6 - 7 - 8 - 9 - 10 - 11 - 12 - 13 - 14 - 15 - 16 -17
List of attached Probate local forms

 

 
Shim

Contact the Court      © 2010 - Superior Court of California      Disclaimer