Pellegrini

BACKGROUND

The following background is taken from the appellate record, which does not include a reporter’s transcript.

I. Provisions of the Trust instrument

a. The subtrusts Upon the death of the first spouse, the surviving spouse—as the sole trustee— “shall divide the Trust estate” “into three separate trusts”: the Survivor’s Trust, the Marital Trust, and the Family Trust. The share of the Trust estate to be allocated to the Survivor’s Trust “shall consist of the Surviving Spouse’s interest in the Trustors’ community property and the Surviving Spouse’s separate property, if any . . . .” “The entire net income from the Survivor’s Trust shall be distributed currently to the Surviving Spouse in quarter-annual or more frequent installments during his/her life.” “The Trustee may pay to or apply for the

2 The “Notice of Appeal” (boldface & capitalization omitted) indicated Beverly appeals from orders entered “August 13, 2024 and September 18, 2024.” Attached to the civil case information statement were (1) a probate minute order accompanied by a detailed written ruling entered on August 13, 2024; (2) a probate minute order accompanied by a detailed written ruling entered on…