Legal Opinion

Schwartz v. Schwartz

California Court of Appeal

Decided October 16, 2008No. F053942PublishedCited by 3 opinions

[CERTIFIED FOR PARTIAL PUBLICATION*]

1Opinion of the Court

Opinion

VARTABEDIAN, Acting P. J.

Appellant Robert Schwartz appeals from the September 11, 2007, order denying his petition for an order directing distribution of trust property and granting the petition of respondent Nicolette Schwartz, as Trustee of the Adolf. W. Schwartz and Chris Edda Schwartz Living Trust of 1987, to invoke the no contest clause of the trust. The published portion of this opinion discusses the continuing ramifications of a petition such as appellant’s, even after its claimed withdrawal. We affirm.

FACTS AND PROCEEDINGS

On July 21, 1987, Adolf W. Schwartz and Chris Edda…

2Cases cited5 opinions

  1. Estate of HiteCalifornia Supreme Court · 1909
  2. Estate of KailaCalifornia Court of Appeal · 2001
  3. San Diego County Health & Human Services Agency v. Martha P.California Court of Appeal · 2004
  4. Merrill v. FinbergCalifornia Court of Appeal · 1992
  5. Schnitman v. HustedCalifornia Court of Appeal · 1929

3Cited by3 opinions

  1. Dae v. TraverCalifornia Court of Appeal · 2021
  2. Guttman v. GuttmanCalifornia Court of Appeal · 2021
  3. In Re Elijah and Mary Stiny TrustsDistrict Court, E.D. Arkansas · 2024

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