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
169 Cal. App. 4th 684 · B203254
California Court of Appeal, Second Appellate District · Filed
Holding
The court held that a trust beneficiary has standing to bring a direct civil action against a third party who actively participates in or knowingly benefits from a trustee’s breach of trust, and that such an action is not an improper collateral attack on the probate court’s exclusive jurisdiction over trust administration.
Statutes construed
- CCP § 367
- CCP § 369
- CCP § 430.10
- PROB § 17200
Cited by (7)
- EDWARD BENNETT GREGGE, Plaintiff and Appellant, v. MICHAEL HUGILL, as Trustee, etc., Defendant and Respondent (2016) 1 Cal. App. 5th 561
- TAMMY KING, Plaintiff and Appellant, v. BARBARA JOHNSTON, Defendant and Respondent (2009) 178 Cal. App. 4th 1488
- JOSHUA LICKTER et al., Plaintiffs and Appellants, v. MAGGIE LICKTER, as Trustee, etc., et al., Defendants and Respondents (2010) 189 Cal. App. 4th 712
- PORTICO MANAGEMENT GROUP, LLC, Plaintiff and Appellant, v. ALAN J. HARRISON et al., Defendants and Respondents (2011) 202 Cal. App. 4th 464
- B.F., a Minor, etc., et al., Petitioners, v. THE SUPERIOR COURT OF LOS ANGELES COUNTY, Respondent (2012) 207 Cal. App. 4th 621
- 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
- JAMES C. KELLY, as Trustee, etc., Plaintiff and Appellant, v. BARBARA J. ORR et al., Defendants and Respondents (2016) 243 Cal. App. 4th 940
Authorities cited (16)
- RICHARD F. EVANGELHO et al., Plaintiffs and Respondents, v. DARLENE T. PRESOTO, Defendant and Appellant 67 Cal.App.4th 615
- LOWELL T. PATTON et al., Plaintiffs and Appellants, v. MARK C. SHERWOOD et al., Defendants and Respondents 152 Cal.App.4th 339
- 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
- In re Marriage of the TAMMY LYNN and KEITH COLLINS PERRY; TAMMY LYNN PERRY, Respondent, v. BEVERLY PERRY, Appellant 58 Cal.App.4th 1104
- ESTATE OF MAY BARRETT MULLINS, Deceased. MARY CARTER HAWLEY et al., Petitioners and Appellants, v. JOHN McSWEENEY, as Trustee, etc., Objector and Respondent 206 Cal.App.3d 924
- SUSAN DAVID, Plaintiff and Respondent, v. WENDY ALTER HERMANN, Individually and as Trustee, etc., Defendant and Appellant 129 Cal.App.4th 672
- WILLIAM J. HARNEDY, Plaintiff and Respondent, v. MARY B. HARNEDY WHITTY, Defendant and Appellant 110 Cal.App.4th 1333
- LILA J. SAKS et al., Plaintiffs and Appellants, v. DAMON RAIKE AND COMPANY et al., Defendants and Respondents 7 Cal.App.4th 419
- LAURENCE L. PILLSBURY, Plaintiff and Appellant, v. WAYNE A. KARMGARD et al., Defendants and Respondents 22 Cal.App.4th 743
- ROBERT S. WOLF, Plaintiff and Appellant, v. MITCHELL, SILBERBERG & KNUPP et al., Defendants and Respondents 76 Cal.App.4th 1030
- IBM PERSONAL PENSION PLAN, Plaintiff and Appellant, v. CITY AND COUNTY OF SAN FRANCISCO et al., Defendants and Respondents; CITY AND COUNTY OF SAN FRANCISCO, Plaintiff and Appellant, v. ASSESSMENT APPEALS BOARD OF THE CITY AND COUNTY OF SAN FRANCISCO, Defendant; IBM PERSONAL PENSION PLAN, Real Party in Interest and Respondent 131 Cal.App.4th 1291
- MITCHELL J. BILAFER, Plaintiff and Appellant, v. MARTIN J. BILAFER, Individually and as Trustee, etc., et al., Defendants and Respondents; MITCHELL J. BILAFER, Plaintiff and Appellant, v. JUDITH A. DOYLE et al., Defendants and Respondents 161 Cal.App.4th 363
- Klopstock v. Superior Court 17 Cal.2d 13
- TINA CLOUD, Plaintiff and Appellant, v. NORTHROP GRUMMAN CORP., et al., Defendants and Respondents 67 Cal.App.4th 995
- LOWELL T. PATTON et al., Plaintiffs and Appellants, v. MARK C. SHERWOOD et al., Defendants and Respondents 152 Cal.App.4th 339
- ROBERT S. WOLF, Plaintiff and Appellant, v. MITCHELL, SILBERBERG & KNUPP et al., Defendants and Respondents 76 Cal.App.4th 1030