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200700288787PRTR·ventura·Probate·Trust Administration
Hearing 2 months agoThe court intends to sustain the objections, surcharge Sally Patton Walter according to proof, and that Sally Patton Walter be removed as trustee. Special Master to File a Fee Petition.

In the Matter of Lowell T. Patton Trust

Account and Report

Hearing date
Jun 24, 2026
Department
J6
Judge
Prevailing
Moving Party

Motion type

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Parties

DefendantSally Patton Walter
OtherLowell T. Patton Trust

Ruling

200700288787PRTR: In the Matter of Lowell T. Patton Trust 06/24/2026 in Department J6 Account and Report

The court intends to sustain the objections, surcharge Sally Patton Walter according to proof, and that Sally Patton Walter be removed as trustee. (Probate Code §15642) Discuss appointment of successor trustee.

Discuss segregating the Marital Trust and Exemption Trust from the Lowell T. Patton Trust in the accountings, so that expenses can be better allocated.

Special Master to File a Fee Petition.

1

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