| Case Description: | PR25-00661 - TRUST: MILDRED R.T. SURREY IRREVOCABLE TRUST |
| Filing Date: | 08/22/2025 |
| 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 | DUNHAM TRUST COMPANY, |
| 3 | TRUS - Trust | MILDRED R.T. SURREY IRREVOCABLE TRUST DTD 08/23/2001, |
| 4 | ATTY - Attorney | Millsap, Esq., Patrick R. |
| 5 | ATTY - Attorney | Wallace, Esq., F. McClure |
| 6 | ATTY - Attorney | Goddard, Esq., Leigh T. |
| 7 | INST - Interested Party | SURREY, RUTH |
| Event Information | |||
| Date/Time | Hearing Judge | Event Description | Outcome |
| 04/07/2026 at 10:00 AM | Honorable PROB. COMM. GORMAN | HP26 - OTHER PROB/TRST/GDSHP HRG |
- filed on: Extra Text: |
| 02/26/2026 at 1:42 AM | Honorable PROB. COMM. GORMAN | S1 - Request for Submission |
- filed on: Extra Text: |
| 02/25/2026 at 9:08 AM | Honorable PROB. COMM. GORMAN | S1 - Request for Submission |
S200 - Request for Submission Complet filed on: 02/26/2026 Extra Text: ORDER GRANTING STIPULATION REGARDING BRIEFING SCHEDULE FILED 2/26/26 |
| 10/01/2025 at 1:00 PM | Honorable PROB. COMM. GORMAN | HP26 - OTHER PROB/TRST/GDSHP HRG |
D845 - Vacated filed on: 10/01/2025 Extra Text: JAVS/ZOOM/COURTROOM "B"/1:00PM STACKED CALENDAR/RBRANUM 10/1/2025: Dunham Trust Company's Petition for Assumption of Jurisdiction of the Trust; Petition to Confirm Dunham Turst Company as Trustee of the Trust and Petition for Instructions Regarding Administration of the Trust |
| 09/30/2025 at 8:28 AM | Honorable PROB. COMM. GORMAN | S1 - Request for Submission |
S200 - Request for Submission Complet filed on: 10/06/2025 Extra Text: |
| Docket Entry Information | |||
| Docket Description | Date Filed | Extra Text | |
| NEF - Proof of Electronic Service | 02/27/2026 | Extra Text: Transaction 11545322 - Approved By: NOREVIEW : 02-27-2026:11:17:05 | |
| 3870 - Request | 02/27/2026 | Extra Text: Request for Oral Argument - Transaction 11545316 - Approved By: NOREVIEW : 02-27-2026:11:16:05 | |
| NEF - Proof of Electronic Service | 02/26/2026 | Extra Text: Transaction 11543914 - Approved By: NOREVIEW : 02-26-2026:15:33:21 | |
| 2683 - Ord Addressing Stipulation | 02/26/2026 | Extra Text: ORDER GRANTING STIPULATION REGARDING BRIEFING SCHEDULE - Transaction 11543911 - Approved By: NOREVIEW : 02-26-2026:15:32:50 | |
| NEF - Proof of Electronic Service | 02/26/2026 | Extra Text: Transaction 11541320 - Approved By: NOREVIEW : 02-26-2026:01:43:01 | |
| 3860 - Request for Submission | 02/26/2026 | Extra Text: Transaction 11541319 - Approved By: NOREVIEW : 02-26-2026:01:42:32 DOCUMENT TITLE: MOTION TO DISMISS PARTY SUBMITTING: LEIGH GODDARD, ESQ. DATE SUBMITTED: 2/26/26 SUBMITTED BY: EG DATE RECEIVED JUDGE OFFICE: | |
| NEF - Proof of Electronic Service | 02/26/2026 | Extra Text: Transaction 11541318 - Approved By: NOREVIEW : 02-26-2026:01:17:00 | |
| 3795 - Reply... | 02/26/2026 | Extra Text: Reply in Support of Motion - Transaction 11541317 - Approved By: NOREVIEW : 02-26-2026:01:16:31 | |
| NEF - Proof of Electronic Service | 02/25/2026 | Extra Text: Transaction 11537426 - Approved By: NOREVIEW : 02-25-2026:09:09:04 | |
| 3860 - Request for Submission | 02/25/2026 | Extra Text: Transaction 11537419 - Approved By: NOREVIEW : 02-25-2026:09:08:31 DOCUMENT TITLE: STIPULATION REGARDING BRIEFING SCHEDULE PARTY SUBMITTING: LEIGH GODDARD, ESQ. DATE SUBMITTED: 2/25/26 SUBMITTED BY: EG DATE RECEIVED JUDGE OFFICE: | |
| 2610 - Notice ... | 02/23/2026 | Extra Text: Notice of Withdrawal of Motion to Associate Counsel - Samuel J. Smith - Transaction 11532689 - Approved By: NOREVIEW : 02-23-2026:14:03:16 | |
| NEF - Proof of Electronic Service | 02/23/2026 | Extra Text: Transaction 11532477 - Approved By: NOREVIEW : 02-23-2026:13:11:37 | |
| 4050 - Stipulation ... | 02/23/2026 | Extra Text: Regarding Briefing Schedule on Motion to Dismiss - Transaction 11532475 - Approved By: NOREVIEW : 02-23-2026:13:11:07 | |
| NEF - Proof of Electronic Service | 02/23/2026 | Extra Text: Transaction 11532692 - Approved By: NOREVIEW : 02-23-2026:14:04:00 | |
| NEF - Proof of Electronic Service | 12/24/2025 | Extra Text: Transaction 11422928 - Approved By: NOREVIEW : 12-24-2025:12:31:08 | |
| 2645 - Opposition to Mtn ... | 12/24/2025 | Extra Text: DUNHAM TRUST COMPANY'S OPPOSITION TO MOTION TO DISMISS - Transaction 11422920 - Approved By: SACORDAG : 12-24-2025:12:30:40 | |
| NEF - Proof of Electronic Service | 11/03/2025 | Extra Text: Transaction 11330073 - Approved By: NOREVIEW : 11-03-2025:12:23:32 | |
| 2690 - Ord Affirming Master Recommend | 11/03/2025 | Extra Text: Transaction 11330060 - Approved By: NOREVIEW : 11-03-2025:12:22:11 | |
| NEF - Proof of Electronic Service | 10/23/2025 | Extra Text: Transaction 11311590 - Approved By: NOREVIEW : 10-23-2025:08:08:09 | |
| 2315 - Mtn to Dismiss ... | 10/22/2025 | Extra Text: Transaction 11311436 - Approved By: EGUADRON : 10-23-2025:08:07:31 | |
| 2490 - Motion ... | 10/22/2025 | Extra Text: MOTION TO ASSOCIATE COUNSEL - Transaction 11311436 - Approved By: EGUADRON : 10-23-2025:08:07:31 | |
| NEF - Proof of Electronic Service | 10/03/2025 | Extra Text: Transaction 11278567 - Approved By: NOREVIEW : 10-03-2025:16:41:50 | |
| 1947 - Master Recommend/Ord PC | 10/03/2025 | Extra Text: RECOMMENDATION AND ORDER APPROVING STIPULATION TO CONTINUE HEARING AND TO SET BRIEFING SCHEDULE - Transaction 11278564 - Approved By: NOREVIEW : 10-03-2025:16:41:08 | |
| NEF - Proof of Electronic Service | 09/30/2025 | Extra Text: Transaction 11268258 - Approved By: NOREVIEW : 09-30-2025:08:30:39 | |
| 3860 - Request for Submission | 09/30/2025 | Extra Text: Transaction 11268243 - Approved By: NOREVIEW : 09-30-2025:08:29:19 DOCUMENT TITLE: STIPULATION TO CONTINUE HEARING AND SET BRIEFING SCHEDULE PARTY SUBMITTING: LEIGH GODDARD, ESQ. DATE SUBMITTED: 9/30/25 SUBMITTED BY: EG DATE RECEIVED JUDGE OFFICE: | |
| NEF - Proof of Electronic Service | 09/30/2025 | Extra Text: Transaction 11268184 - Approved By: NOREVIEW : 09-30-2025:08:19:48 | |
| PAYRC - **Payment Receipted | 09/30/2025 | Extra Text: A Payment of $208.00 was made on receipt DCDC782985. | |
| 2520 - Notice of Appearance | 09/29/2025 | Extra Text: LEIGH GODDARD, ESQ. FOR RUTH SURREY - Transaction 11267673 - Approved By: EGUADRON : 09-30-2025:08:19:08 | |
| $1560 - $Def 1st Appearance - CV | 09/29/2025 | Extra Text: RUTH SURREY - Transaction 11267673 - Approved By: EGUADRON : 09-30-2025:08:19:08 | |
| 4050 - Stipulation ... | 09/29/2025 | Extra Text: STIPULATION TO CONTINUE HEARING AND TO SET BRIEFING SCHEDULE - Transaction 11267673 - Approved By: EGUADRON : 09-30-2025:08:19:08 | |
| 1356 - Certificate of Mailing | 09/16/2025 | Extra Text: Transaction 11241076 - Approved By: NOREVIEW : 09-16-2025:07:04:17 | |
| NEF - Proof of Electronic Service | 09/16/2025 | Extra Text: Transaction 11241078 - Approved By: NOREVIEW : 09-16-2025:07:04:45 | |
| NEF - Proof of Electronic Service | 09/15/2025 | Extra Text: Transaction 11238812 - Approved By: NOREVIEW : 09-15-2025:10:02:04 | |
| 2550 - Notice of Hearing | 09/15/2025 | Extra Text: 1st day of October 2025 at 1:00 p.m. Transaction 11238807 - Approved By: NOREVIEW : 09-15-2025:10:01:24 | |
| PAYRC - **Payment Receipted | 08/22/2025 | Extra Text: A Payment of $505.00 was made on receipt DCDC780214. | |
| $3545 - $Pet Living Trust | 08/22/2025 | Extra Text: DUNHAM TRUST COMPANY'S PETITION FOR ASSUMPTION OF JURISDICTION OF THE TRUST; PETITION TO CONFIRM DUNHAM TRUST COMPANY AS TRUSTEE OF THE TRUST AND PETITION FOR INSTRUCTIONS REGARDING ADMINISTRATION OF THE TRUST - Transaction 11198287 - Approved By: SACORDAG : 08-22-2025:12:07:24 | |