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The second purported trust instrument is dated January 13,
1997, and it identifies a Carol Ruthenberg as the “creator” (or
“sovereign creator”) of Bella Vista Chiropractic Trust and Robert
Hogue as “legal trustee” (or “sovereign trustee”).
Notwithstanding its date of January 13, 1997, the instrument
identifies as an “article of personal property” subject to the
trust “One 2000 Honda Accord Lic# 4kmx 255" (Emphasis added).
The instrument also states that there need not be more than one
trustee.
Both purported trust instruments represent that they were
executed within the State of California and that California State
law is controlling.
E. Respondent’s Response
At the Court’s direction, respondent filed a Response to the
foregoing Objection. Simultaneously respondent filed a
Declaration, attaching thereto (inter alia) copies of Forms 1041,
U.S. Income Tax Return for Estates and Trusts, filed in the name
of Bella Vista Chiropractic Trust for 1997 and 1998. These
returns, which were executed by Robert Hogue on October 7, 1998,
and October 15, 1999, respectively, list the date the entity was
created as January 1, 1994.
F. Bella Vista’s Failure To Reply
After considering respondent’s Response and Declaration, the
Court directed Bella Vista to file a reply. Bella Vista failed
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Last modified: May 25, 2011