California Court of Appeal

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Manson v. Shepherd, H034019

In a trustee's petition for settlement of first account and report and approval of attorney's fees over the objection of her deceased husband's four daughters from a prior marriage, trial court's order approving the trustee's accounting with two exceptions is affirmed where: 1) the partial liquidation exception of section 16350(d)(1)(A) applies and the trial court properly allocated the $3 million distribution to trust principal; 2) there is no merit in the daughters' contention that the trial court erred in approving the trustee's allocation to trust principal of charges totaling $39,293.63; 3) there is no merit in the daughters' contentions that the trial court erred in approving the allocation of $122,878.16 in interest expense to principal; and 4) trial court did not abuse its discretion in approving the payment form trust assets of the attorney's fees.

Appellate Information

  • Decided 09/30/2010
  • Published 09/30/2010

Judges

  • BAMATTRE-MANOUKIAN

Court

  • California Court of Appeal

Counsel

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