Estate of HALVARD L. HEGGSTAD, Deceased. GLEN P. HEGGSTAD, as Trustee, etc., Petitioner and Respondent, v. NANCY RHODES HEGGSTAD, Objector and Appellant
16 Cal. App. 4th 943 · A055005
California Court of Appeal, First Appellate District · Filed
Holding
The court held that a written declaration of trust, in which a settlor declares they hold specifically identified property as trustee, is sufficient to create a valid inter vivos trust in that property without the need for a separate deed or formal conveyance of title to the trust.
Statutes construed
- PROB § 15201
- PROB § 15202
- PROB § 15203
- PROB § 15204
- PROB § 15205
- PROB § 6560
Cited by (13)
- MARY C. KEITEL, Plaintiff and Respondent, v. GEORGE W. HEUBEL et al., Defendants and Appellants (2002) 103 Cal. App. 4th 324
- STEPHEN W. ESSLINGER, Plaintiff and Respondent, v. KENNETH J. CUMMINS, as Trustee, etc., Defendant and Appellant (2006) 144 Cal. App. 4th 517
- LAWRENCE I. SCHWARTZ, Plaintiff and Appellant, v. FRUMEH LABOW, as Trustee, etc., et al., Defendants and Respondents (2008) 164 Cal. App. 4th 417
- Estate of THOMAS C. BOWLES, Deceased; KEVIN CAVALLI, Petitioner and Appellant, v. RICHARD ALAN CAVALLI et al., Objectors and Respondents; KEVIN CAVALLI, Plaintiff and Appellant, v. RICHARD ALAN CAVALLI et al., Defendants and Respondents (2008) 169 Cal. App. 4th 684
- Estate of JANICE HELENE KRAUS, Deceased. THE REGENTS OF THE UNIVERSITY OF CALIFORNIA et al., Petitioners and Respondents, v. DAVID KRAUS, Objector and Appellant (2010) 184 Cal. App. 4th 103
- MEGAN KUCKER et al., as Trustees, etc., Plaintiffs and Appellants, v. MEGAN KUCKER, Respondent (2011) 192 Cal. App. 4th 90
- ESTATE OF Jerome Norman POST, Deceased. Kenneth Post et al., Petitioners and Respondents, v. Angela Post, Objector and Appellant. (2018) 234 Cal. Rptr. 3d 661
- DANIEL UKKESTAD, as Cotrustee, etc., Plaintiff and Appellant, v. RBS ASSET FINANCE, INC., Defendant and Respondent (2015) 235 Cal. App. 4th 156
- MELANIE CARNE, as Trustee, etc., Plaintiff and Appellant, v. NANCY A. WORTHINGTON et al., Defendants and Respondents (2016) 246 Cal. App. 4th 548
- GARY OSSWALD, Plaintiff and Appellant, v. LINDA ANDERSON, Defendant and Appellant (1996) 49 Cal. App. 4th 812
- LAURIE COOK JOHNSON, Plaintiff and Appellant, v. KARLA E. KOTYCK, Individually and as Trustee, etc., Defendant and Respondent (1999) 76 Cal. App. 4th 83
- In Re Estate of Powell (2000) 100 Cal. Rptr. 2d 501
- LORE DOBLER et al., as Cotrustees, etc., Plaintiffs and Appellants, v. ARLUK MEDICAL CENTER INDUSTRIAL GROUP, INC., Defendant and Respondent (2001) 89 Cal. App. 4th 530
Authorities cited (2)
- Getty v. Getty 28 Cal.App.3d 996
- Walton v. City of Red Bluff 2 Cal.App.4th 117