Bellows

Bellows v. Bellows

Good Law
125 Cal. Rptr. 3d 401·196 Cal. App. 4th 505·2011 Cal. App. LEXIS 713
Court of Appeal of CaliforniaJune 9, 2011No. A128875California3,129 words

Opinion

Lead Opinion

Pollak, J.

Donald G. Bellows appeals from an order denying his motion to compel a further accounting by his brother Frederick A. Bellows, as trustee of a trust created by their mother. He contends the court erred in holding that he and Frederick entered an accord and satisfaction as to the amount of the final distribution of the trust that precludes the need for a further accounting. He argues that the release of liability Frederick purported to impose as a condition of accepting what Frederick asserted to be the final distribution violated Probate Code section 16004.5. 1 We agree and shall reverse the court’s order.

Factual and Procedural Background

In 2003, Beverly Bellows established the Beverly Bellows trust, naming her and Frederick as cotrustees. As restated in 2005, the trust provided that on *508 her death, the trust assets would be divided equally between Frederick and Donald. Following Beverly’s death in 2008, Donald requested distribution of his share of the trust.

In September 2009, when the distribution had not been made, Donald filed a petition in the probate court pursuant to section 17200 seeking an accounting and distribution of the trust assets. On November 13,…

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