Attorney or Party Without An Attorney (Name, Address, Telephone Number) Attorney for (Name): SUPERIOR COURT OF CALIFORNIA, COUNTY OF SONOMA Civil & Family Law Courthouse/Probate Division 3055 Cleveland Avenue Santa Rosa, Ca 95403 Telephone: (707) 521-6500 IN THE MATTER OF: Statement of Issues for Settlement Conference or Trial Petitioner Objector/Respondent Case Number: Settlement Conference/Trial Date: Time: Department: This coversheet must be submitted to the Probate Clerk222s Office at 3055 Cleveland Avenue, Santa Rosa, California 95403; ten (10) calendar days before the settlement conference or, if no settlement conference, ten (10) calendar days before the trial date. A copy of this coversheet and of all attachments must be mailed to all parties and a Proof of Service must be filed with the original of this form. DISPUTED ISSUES *** Check items you and the other party do not (or may not) agree on *** Accounting Undue influence Mistake Interpretation of Trust terms Fraud/misrepresentation Duress Modification of Trust terms Appointment of Executor/Trustee Attorney222s Fees/Costs Other: YOU ARE REQUIRED TO PROVIDE THE FOLLOWING INFORMATION (TYPE OR CLEARLY PRINT ANSWERS TO ALL APPLICABLE QUESTIONS ON SEPARATE PAPER AND ATTACH IT TO THIS COVERSHEET): 1. State the following statistical information: A. Date of death: B. List by date and describe any temporary orders or stipulations that are in effect: 2. Summarize issues that you believe have been settled and briefly describe the terms of settlement for each issue that you believe has been settled. Sonoma County Local Form PR - 019 Form Adopted for Mandatory Use (Rev . 1/19 ) Statement of Issues for Settlement Conference or Trial Page 1 of 2 American LegalNet, Inc. www.FormsWorkFlow.com 3. If attorney222s fees are in dispute, please do the following: A. Prepare and file a spreadsheet listing all fees as disputed or not disputed. B. State your proposal for an order for attorney222s fees. C. State the factual and legal basis for your proposal. 4. Describe any significant disputed issues in your case not addressed above: 5. Attach copies of documents that may help settle disputes. 6. State your efforts to settle the issues outlined above and the dates that you met and conferred: DATED: Signature of: Petitioner; Objector/Respondent; Petitioner222s Attorney; Objector222s/Respondent222s Attorney DATED: Signature of: Petitioner; Objector/Respondent; Petitioner222s Attorney; Objector222s/Respondent222s Attorney DATED: Signature of: Petitioner; Objector/Respondent; Petitioner222s Attorney; Objector222s/Respondent222s Attorney DATED: Signature of: Petitioner; Objector/Respondent; Petitioner222s Attorney; Objector222s/Respondent222s Attorney DATED: Signature of: Petitioner; Objector/Respondent; Petitioner222s Attorney; Objector222s/Respondent222s Attorney DATED: Signature of: Petitioner; Objector/Respondent; Petitioner222s Attorney; Objector222s/Respondent222s Attorney Continued on attachment Case Name: Case Number: Sonoma County Local Form PR - 019 Form Adopted for Mandatory Use (Rev . 1/19 ) Statement of Issues for Settlement Conference and Trial Page 2 of 2 American LegalNet, Inc. www.FormsWorkFlow.com