Karamooz
Karamooz v. Karamooz CA4/3
Opinion
Opinion
FACTS AND PROCEDURAL HISTORY
A. The Trial The following facts are taken from the prior appeal in this matter, Karamooz v. Karamooz (Apr. 27, 2020, G056897) [nonpub. opn.] (Karamooz I). “Decedent, who died in December 2008, created a revocable trust (Trust) and also executed a pour-over will (Will). Decedent’s son Nima was the sole beneficiary of the Trust and, except for $1 each to Nima’s two siblings, the Will as well. Decedent
1 All further undesignated statutory references are to the Probate Code. 2 We use the parties’ first names for ease of reference.
2 was the original trustee of the trust; Nima was named as the successor trustee. Nima did not want to serve as the trustee and he appointed his father, Hossein Karamooz (Hossein), as successor trustee. [Hossein and decedent acrimoniously divorced about six years before the latter’s death.] The Will named decedent’s brother Saeed as the personal representative of the estate. “Estate assets at the date of death included two Wells Fargo bank accounts (Wells Fargo Accounts) totaling approximately $182,600; two US Bank accounts totaling approximately $7,000; a 34 percent interest in commercial real estate (Bonsall Property); a…