Estate of Tarlow
The court held that a trustee named in a decedent's will has standing to file a petition under Probate Code §11700 to obtain a judicial determination of his right to the trust-funded share of the estate, thereby reversing the trial court's dismissal for lack of standing and confirming that trustees, as persons "entitled to distribution of a share of the estate," may invoke §11700 to protect their interests.
Date Filed: February 27, 2025
Case Name: Estate of Tarlow
Case Number: B333665
Court: California Court of Appeal, Second Appellate District, Division Four
(‘The Court decides that a trustee named in a decedent’s will has standing to file a petition under Probate Code §11700 to obtain a court determination of his right to receive the trust‑funded share of the estate. Accordingly, the trial court’s dismissal of the trustee’s petition for lack of standing is reversed and the matter is remanded for further proceedings. This holding clarifies that trustees, as persons “entitled to distribution of a share of the estate,” may invoke §11700 to protect their interests, expanding the procedural tools available in California probate and trust administration.’, ‘7a4f72bc’)
This case summary was prepared for educational purposes. For the authoritative version, please refer to the full opinion or the official California Courts website.