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Case Information
Case Description: PR24-00543 - TRUST: 2ND RSTMNT REV. TRST JOAN MACDONALD DIETZE
Filing Date: 07/30/2024
Case Type: TN - TRUST/CONSERVATORSHIP
Status:
Case Cross Reference
Cross Reference Number
No Cross Reference Numbers Available
Case Parties
Seq Type Name
1 JUDG - Judge GORMAN, PROB. COMM. EDMUND J.
2 PETR - Petitioner BANK OF AMERICA, N.A.,
3 TRUS - Trust 2ND RESTATEMENT OF REVOC. TRUST OF JOAN MACDONALD DIETZE,
4 ATTY - Attorney Freer, Esq., Alan D.
5 ATTY - Attorney Luszeck, Esq., Jeffrey P.
6 ATTY - Attorney Desmond, Esq., Michael P.
7 ATTY - Attorney Kreitlein, Esq., Philip L.
8 INST - Interested Party DIETZE, PATRICIA
Event Information
Date/Time Hearing Judge Event Description Outcome
01/07/2026 at 10:00 AM Honorable PROB. COMM. GORMAN HP26 - OTHER PROB/TRST/GDSHP HRG - filed on:
Extra Text:
10/23/2024 at 10:25 AM Honorable PROB. COMM. GORMAN S1 - Request for Submission S200 - Request for Submission Complet filed on: 10/24/2024
Extra Text: REPORT AND RECOMMENDATION FILED 10/24/24
09/11/2024 at 10:00 AM Honorable PROB. COMM. GORMAN HP26 - OTHER PROB/TRST/GDSHP HRG D640 - Ord Entered filed on: 09/11/2024
Extra Text: JAVS/ZOOM/COURTROOM B/10AM STACKED CALENDAR/RBRANUM 9/11/2024: Petition to Assume Jurisdiction of Trust; to Confirm Trustee; and for Instructions COURT ORDERED: Mr. Luszeck is to prepare a proposed Recommendation including the following: • Based on the pleadings, this Court assumes jurisdiction over the 2nd RSTMNT REV. TRST JOAN MACDONALD DIETZE. • Bank of America is confirmed as the Trustee of the 2nd RSTMNT REV. TRST JOAN MACDONALD DIETZE. • Trustee is instructed to continue making the income distributions to the joint account consistent with the last direction it received from the beneficiary, David Dietze. If there is a request to change those distributions to a different account, this shall be done with a Court order. (Any party may request this; and the Court will consider with a separate petition). • Any distributions of principle on behalf of David Dietze can only be made by court order. will be provided to “parties” who have ‘formally’ appeared on this case
Docket Entry Information
Docket Description Date Filed Extra Text
2550 - Notice of Hearing 11/24/2025 Extra Text: NOTICE OF HEARING: PETITION FOR PRINCIPAL DISTRIBUTION TO BENEFICIARY - JANUARY 7, 2025 AT 10:00 AM Transaction 11368744 - Approved By: NOREVIEW : 11-24-2025:13:16:07
NEF - Proof of Electronic Service 11/24/2025 Extra Text: Transaction 11368759 - Approved By: NOREVIEW : 11-24-2025:13:17:39
2650 - Opposition to ... 06/10/2025 Extra Text: LIMITED OPPOSITION TO PETITION FOR PRINCIPAL DISTRIBUTION TO BENEFICIARY - Transaction 11059389 - Approved By: EGUADRON : 06-10-2025:15:24:49
NEF - Proof of Electronic Service 06/10/2025 Extra Text: Transaction 11059554 - Approved By: NOREVIEW : 06-10-2025:15:26:22
NEF - Proof of Electronic Service 05/27/2025 Extra Text: Transaction 11028950 - Approved By: NOREVIEW : 05-27-2025:08:12:57
3645 - Petition ... 05/23/2025 Extra Text: PETITION FOR PRINCIPAL DISTRIBUTION TO BENEFICIARY - Transaction 11028361 - Approved By: EGUADRON : 05-27-2025:08:11:56
NEF - Proof of Electronic Service 12/26/2024 Extra Text: Transaction 10747314 - Approved By: NOREVIEW : 12-26-2024:09:56:09
2540 - Notice of Entry of Ord 12/26/2024 Extra Text: Transaction 10747311 - Approved By: NOREVIEW : 12-26-2024:09:55:37
NEF - Proof of Electronic Service 11/12/2024 Extra Text: Transaction 10673687 - Approved By: NOREVIEW : 11-12-2024:15:39:00
2690 - Ord Affirming Master Recommend 11/12/2024 Extra Text: Transaction 10673682 - Approved By: NOREVIEW : 11-12-2024:15:38:17
2545 - Notice of Entry ... 10/28/2024 Extra Text: Notice of Entry of Report and Recommendation - Transaction 10643948 - Approved By: NOREVIEW : 10-28-2024:09:32:49
NEF - Proof of Electronic Service 10/28/2024 Extra Text: Transaction 10643952 - Approved By: NOREVIEW : 10-28-2024:09:33:39
NEF - Proof of Electronic Service 10/24/2024 Extra Text: Transaction 10642347 - Approved By: NOREVIEW : 10-24-2024:14:34:09
1947 - Master Recommend/Ord PC 10/24/2024 Extra Text: REPORT AND RECOMMENDATION - Transaction 10642345 - Approved By: NOREVIEW : 10-24-2024:14:33:36
3860 - Request for Submission 10/23/2024 Extra Text: Transaction 10638348 - Approved By: NOREVIEW : 10-23-2024:10:26:20 DOCUMENT TITLE: REPORT AND RECOMMENDATION PARTY SUBMITTING: JEFFREY LUSZECK, ESQ DATE SUBMITTED: OCTOBER 23, 2024 SUBMITTED BY: ADIXON DATE RECEIVED JUDGE OFFICE:
NEF - Proof of Electronic Service 10/23/2024 Extra Text: Transaction 10638356 - Approved By: NOREVIEW : 10-23-2024:10:27:14
MIN - ***Minutes 10/04/2024 Extra Text: 9/11/2024: Petition to Assume Jurisdiction of Trust; to Confirm Trustee; and for Instructions - Transaction 10605523 - Approved By: NOREVIEW : 10-04-2024:16:15:23
NEF - Proof of Electronic Service 10/04/2024 Extra Text: Transaction 10605528 - Approved By: NOREVIEW : 10-04-2024:16:16:04
NEF - Proof of Electronic Service 10/03/2024 Extra Text: Transaction 10603287 - Approved By: NOREVIEW : 10-03-2024:16:59:58
3835 - Report... 10/03/2024 Extra Text: Report and Recommendation - Transaction 10603279 - Approved By: NOREVIEW : 10-03-2024:16:58:56
NEF - Proof of Electronic Service 09/10/2024 Extra Text: Transaction 10555603 - Approved By: NOREVIEW : 09-10-2024:09:12:14
1356 - Certificate of Mailing 09/10/2024 Extra Text: Certificate of Mailing - Transaction 10555600 - Approved By: NOREVIEW : 09-10-2024:09:11:33
NEF - Proof of Electronic Service 09/10/2024 Extra Text: Transaction 10555577 - Approved By: NOREVIEW : 09-10-2024:09:05:44
3795 - Reply... 09/10/2024 Extra Text: REPLY IN SUPPORT OF PETITION TO ASSUME JURISDICTION OF TRUST; TO CONFIRM TRUSTEE; AND FOR INSTRUCTIONS Transaction 10555575 - Approved By: NOREVIEW : 09-10-2024:09:05:03
PAYRC - **Payment Receipted 09/06/2024 Extra Text: A Payment of $208.00 was made on receipt DCDC752477.
NEF - Proof of Electronic Service 09/06/2024 Extra Text: Transaction 10549895 - Approved By: NOREVIEW : 09-06-2024:08:00:06
2630 - Objection to ... 09/05/2024 Extra Text: OBJECTION TO PETITION - Transaction 10549526 - Approved By: ADIXON : 09-06-2024:07:59:25
$1561 - $Obj/1st Appearance PR ONLY 09/05/2024 Extra Text: PATRICIA DIETZE - Transaction 10549526 - Approved By: ADIXON : 09-06-2024:07:59:25
1356 - Certificate of Mailing 08/16/2024 Extra Text: Certificate of Mailing - Transaction 10512723 - Approved By: NOREVIEW : 08-16-2024:11:47:42
NEF - Proof of Electronic Service 08/16/2024 Extra Text: Transaction 10512628 - Approved By: NOREVIEW : 08-16-2024:11:19:03
2589 - Notice of Stricken Document 08/16/2024 Extra Text: Transaction 10512625 - Approved By: NOREVIEW : 08-16-2024:11:18:38
NEF - Proof of Electronic Service 08/16/2024 Extra Text: Transaction 10512616 - Approved By: NOREVIEW : 08-16-2024:11:16:26
2589 - Notice of Stricken Document 08/16/2024 Extra Text: Transaction 10512611 - Approved By: NOREVIEW : 08-16-2024:11:15:53
NEF - Proof of Electronic Service 08/16/2024 Extra Text: Transaction 10512578 - Approved By: NOREVIEW : 08-16-2024:11:09:30
2589 - Notice of Stricken Document 08/16/2024 Extra Text: Transaction 10512571 - Approved By: NOREVIEW : 08-16-2024:11:08:42
NEF - Proof of Electronic Service 08/16/2024 Extra Text: Transaction 10512565 - Approved By: NOREVIEW : 08-16-2024:11:04:56
1356 - Certificate of Mailing 08/16/2024 Extra Text: STRICKEN Certificate of Mailing - Transaction 10512562 - Approved By: NOREVIEW : 08-16-2024:11:04:13
NEF - Proof of Electronic Service 08/16/2024 Extra Text: Transaction 10512518 - Approved By: NOREVIEW : 08-16-2024:10:53:58
1356 - Certificate of Mailing 08/16/2024 Extra Text: STRICKEN Certificate of Mailing - Transaction 10512510 - Approved By: NOREVIEW : 08-16-2024:10:52:48
NEF - Proof of Electronic Service 08/16/2024 Extra Text: Transaction 10512505 - Approved By: NOREVIEW : 08-16-2024:10:52:12
2550 - Notice of Hearing 08/16/2024 Extra Text: HEARING - SEPTEMBER 11, 2024 AT 10AM Notice of Hearing - Transaction 10512498 - Approved By: NOREVIEW : 08-16-2024:10:51:23
NEF - Proof of Electronic Service 08/16/2024 Extra Text: Transaction 10512492 - Approved By: NOREVIEW : 08-16-2024:10:50:20
1307 - DC-Stip/Ord W/D Plea/Dismissed 08/16/2024 Extra Text: STRICKEN Order Granting Petition to Assume Jurisdiction Confirm Trustee for Instructions - Transaction 10512491 - Approved By: NOREVIEW : 08-16-2024:10:49:50
NEF - Proof of Electronic Service 08/16/2024 Extra Text: Transaction 10512726 - Approved By: NOREVIEW : 08-16-2024:11:48:16
2550 - Notice of Hearing 08/16/2024 Extra Text: HEARING - September 11, 2024 at 10:00 a.m. Transaction 10513020 - Approved By: NOREVIEW : 08-16-2024:13:13:43
NEF - Proof of Electronic Service 08/16/2024 Extra Text: Transaction 10513029 - Approved By: NOREVIEW : 08-16-2024:13:14:44
$3545 - $Pet Living Trust 07/30/2024 Extra Text: PETITION TO ASSUME JURISDICTION OF TRUST; TO CONFIRM TRUSTEE; AND FOR INSTRUCTIONS - Transaction 10477834 - Approved By: YVILORIA : 07-30-2024:12:46:21
PAYRC - **Payment Receipted 07/30/2024 Extra Text: A Payment of $505.00 was made on receipt DCDC749953.


Notice: This is NOT an Official Court Record