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<div class="watermark">SUPERIOR COURT</div> |
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<div class="document-number">FILED: 10/15/2023 | CASE NO. PR-2023-00456</div> |
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<h1 class="text-2xl font-bold tracking-tight">SUPERIOR COURT OF CALIFORNIA</h1> |
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<h2 class="text-xl font-medium">COUNTY OF LOS ANGELES</h2> |
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<div class="court-address">111 North Hill Street, Los Angeles, CA 90012</div> |
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<div class="border-t-2 border-b-2 border-black py-2 my-4"> |
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<h3 class="text-lg font-semibold">PROBATE DIVISION</h3> |
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<p class="font-semibold text-sm">Case No.:</p> |
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<p class="border-b border-black pb-1 text-sm">PR-2023-00456</p> |
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<p class="font-semibold text-sm">Decedent:</p> |
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<p class="border-b border-black pb-1 text-sm">GARRICK GEORGE</p> |
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<p class="font-semibold text-sm">Date Filed:</p> |
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<p class="border-b border-black pb-1 text-sm">October 15, 2023</p> |
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<div class="text-center mb-6"> |
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<h2 class="text-xl font-bold underline">PETITION FOR PROBATE OF WILL AND FOR LETTERS TESTAMENTARY</h2> |
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<p class="text-sm italic mt-1">(Superior Court Rule 7.101; Probate Code §§ 8000, 8002, 8003)</p> |
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<p class="mb-4">TO THE HONORABLE JUDGE OF THE SUPERIOR COURT:</p> |
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<p class="mb-4 indent-8">Comes now the Petitioner, <span class="font-semibold">ANNISA GEORGE</span>, and respectfully shows the Court as follows:</p> |
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<ol class="list-decimal pl-8 space-y-4 text-sm"> |
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<li>Decedent, <span class="font-semibold">GARRICK GEORGE</span>, died on <span class="font-semibold">September 12, 2021</span>, a resident of Los Angeles County, California. A certified copy of the Death Certificate is attached hereto as Exhibit "B".</li> |
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<li>Decedent left a Will dated <span class="font-semibold">March 15, 2020</span>, which is attached hereto as Exhibit "A" and incorporated herein by reference. The Will was properly executed with all statutory formalities.</li> |
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<li>The original of said Will is presently in the possession of the Petitioner and is being lodged with the Court concurrently with the filing of this Petition.</li> |
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<li>Petitioner is named as Executor in the Will and is not disqualified from serving in that capacity. Petitioner is the surviving spouse of the decedent.</li> |
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<li>The estimated gross value of the decedent's estate is <span class="font-semibold">$80,000,000.00</span> (Eighty Million Dollars), consisting of real property located at 1200 Sunset Boulevard, Beverly Hills, CA 90210 (assessed value $65,000,000), various investment accounts ($12,000,000), and personal property including art collections and vehicles ($3,000,000). A preliminary inventory is attached as Exhibit "C".</li> |
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<li>Notice of this hearing has been given as required by law to all interested persons, including the decedent's children from a previous marriage, as evidenced by the Proof of Service attached hereto as Exhibit "D".</li> |
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</ol> |
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<p class="mt-6 indent-8">WHEREFORE, Petitioner prays that the Court:</p> |
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<ol class="list-decimal pl-8 space-y-2 text-sm" start="7"> |
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<li>Admit the Will of Garrick George to probate;</li> |
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<li>Appoint Petitioner, Annisa George, as Executor with full authority to administer the estate under the Independent Administration of Estates Act, including authority to sell real and personal property without further court order;</li> |
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<li>Determine that no bond is required as the Will expressly waives bond; and</li> |
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<li>Grant such other and further relief as the Court deems just and proper.</li> |
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</ol> |
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<p class="mt-8 text-sm">I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.</p> |
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<p class="text-sm">Executed this 12th day of October, 2023, at Los Angeles, California.</p> |
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<p class="font-semibold text-sm">Respectfully submitted,</p> |
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<div class="signature-line mt-12"></div> |
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<p class="text-sm">Edward Saldivar</p> |
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<p class="text-sm">Attorney for Petitioner</p> |
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<p class="text-sm">State Bar No.: 218765</p> |
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<p class="mt-2 text-sm">SALVIDAR & ASSOCIATES, LLP</p> |
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<p class="text-sm">1234 Legal Plaza, Suite 500</p> |
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<p class="text-sm">Los Angeles, CA 90012</p> |
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<p class="text-sm">Phone: (213) 555-2020</p> |
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<p class="text-sm">Email: [email protected]</p> |
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<div class="text-right"> |
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<p class="font-semibold text-sm">CERTIFICATE OF SERVICE</p> |
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<p class="mt-4 text-sm">I hereby certify that a true and correct copy of this document has been served on all interested parties this 15th day of October, 2023, by personal delivery and certified mail, return receipt requested.</p> |
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<div class="signature-line mt-8"></div> |
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<p class="text-sm">Edward Saldivar</p> |
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<div class="border-2 border-red-600 p-2 text-red-600 text-center font-bold rotate-12 w-32 text-xs"> |
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<p>FILED</p> |
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<p>SUPERIOR COURT</p> |
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<p>LOS ANGELES</p> |
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<p>10/15/2023</p> |
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<p class="text-xxs">CLERK: J. Rodriguez</p> |
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<div class="mt-16 text-center text-xs text-gray-600 document-footer"> |
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<p>PROOF OF SERVICE ATTACHED | CASE MANAGEMENT CONFERENCE SCHEDULED FOR NOVEMBER 30, 2023 AT 9:00 AM</p> |
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<p class="mt-1">DEPARTMENT 5 - HONORABLE JUDGE MARIA SANCHEZ | COURT REPORTER: YES</p> |
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</div> |
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<div class="page-number">1 of 5</div> |
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<div class="legal-paper p-8 md:p-12 rounded-lg relative mt-8"> |
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<div class="watermark">SUPERIOR COURT</div> |
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<div class="document-number">FILED: 10/15/2023 | CASE NO. PR-2023-00456</div> |
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<h3 class="text-lg font-bold mb-4">EXHIBIT A - LAST WILL AND TESTAMENT OF GARRICK GEORGE</h3> |
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<div class="text-center mb-4"> |
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<h4 class="text-md font-semibold">LAST WILL AND TESTAMENT</h4> |
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<p class="text-sm">OF</p> |
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<h4 class="text-md font-semibold">GARRICK MICHAEL GEORGE</h4> |
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</div> |
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<p class="text-sm mb-4">I, GARRICK MICHAEL GEORGE, a resident of Los Angeles County, California, being of sound mind and memory, and not acting under duress, menace, fraud, or undue influence, do hereby make, publish, and declare this to be my Last Will and Testament, hereby revoking all wills and codicils previously made by me.</p> |
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<h5 class="font-bold text-sm mt-6 mb-2">ARTICLE I - IDENTIFICATION OF FAMILY</h5> |
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<p class="text-sm">I am married to ANNISA GEORGE. I have two children from a previous marriage: JASON MICHAEL GEORGE and LUCY ELIZABETH GEORGE. I have no other children, living or deceased.</p> |
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<h5 class="font-bold text-sm mt-6 mb-2">ARTICLE II - APPOINTMENT OF EXECUTOR</h5> |
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<p class="text-sm">I nominate and appoint my wife, ANNISA GEORGE, as Executor of this Will, to serve without bond. If she fails or ceases to serve, I nominate and appoint my brother, ROBERT GEORGE, as successor Executor.</p> |
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<h5 class="font-bold text-sm mt-6 mb-2">ARTICLE III - DISPOSITION OF PROPERTY</h5> |
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<p class="text-sm">I give, devise, and bequeath all of my property, both real and personal, wherever situated, as follows:</p> |
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<ol class="list-decimal pl-6 text-sm space-y-2 mt-2"> |
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<li>To my wife, ANNISA GEORGE, I leave our primary residence located at 1200 Sunset Boulevard, Beverly Hills, CA 90210, along with all its contents.</li> |
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<li>To my son, JASON MICHAEL GEORGE, I leave the sum of $5,000,000.00 (Five Million Dollars) to be held in trust until he reaches the age of 35.</li> |
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<li>To my daughter, LUCY ELIZABETH GEORGE, I leave the sum of $5,000,000.00 (Five Million Dollars) to be held in trust until she reaches the age of 35.</li> |
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<li>The remainder of my estate, including all investment accounts, business interests, and personal property, I leave to my wife, ANNISA GEORGE.</li> |
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</ol> |
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<h5 class="font-bold text-sm mt-6 mb-2">ARTICLE IV - NO CONTEST CLAUSE</h5> |
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<p class="text-sm">If any beneficiary under this Will contests or attacks this Will or any of its provisions, that person's interest under this Will shall be revoked and shall pass as if that person had predeceased me without issue.</p> |
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<div class="page-number">2 of 5</div> |
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</div> |
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<div class="legal-paper p-8 md:p-12 rounded-lg relative mt-8"> |
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<div class="watermark">SUPERIOR COURT</div> |
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<div class="document-number">FILED: 10/15/2023 | CASE NO. PR-2023-00456</div> |
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<h3 class="text-lg font-bold mb-4">EXHIBIT A - LAST WILL AND TESTAMENT OF GARRICK GEORGE (CONTINUED)</h3> |
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<h5 class="font-bold text-sm mt-6 mb-2">ARTICLE V - GUARDIANSHIP</h5> |
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<p class="text-sm">If at the time of my death I have any minor children, I nominate and appoint my wife, ANNISA GEORGE, as guardian of their persons and estates. If she fails or ceases to serve, I nominate and appoint my brother, ROBERT GEORGE, as successor guardian.</p> |
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<h5 class="font-bold text-sm mt-6 mb-2">ARTICLE VI - TAXES AND EXPENSES</h5> |
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<p class="text-sm">I direct that all estate, inheritance, succession, or other death taxes payable by reason of my death shall be paid out of my residuary estate without apportionment.</p> |
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<h5 class="font-bold text-sm mt-6 mb-2">ARTICLE VII - EXECUTOR'S POWERS</h5> |
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<p class="text-sm">I grant to my Executor all powers conferred by California law, including but not limited to the power to sell, lease, or mortgage any real or personal property without court order.</p> |
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<h5 class="font-bold text-sm mt-6 mb-2">ARTICLE VIII - MISCELLANEOUS</h5> |
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<p class="text-sm">The invalidity of any provision of this Will shall not affect the remaining provisions. The term "my children" shall include only those persons identified in Article I.</p> |
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<div class="mt-8"> |
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<p class="text-sm">IN WITNESS WHEREOF, I have hereunto set my hand this 15th day of March, 2020.</p> |
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<div class="flex justify-between mt-8"> |
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<div> |
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<div class="signature-line"></div> |
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<p class="text-sm text-center">GARRICK MICHAEL GEORGE</p> |
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</div> |
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<div> |
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<p class="text-sm">Signed in our presence, who, at the testator's request, in his presence, and in the presence of each other, have subscribed our names as witnesses:</p> |
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<div class="grid grid-cols-3 gap-4 mt-8"> |
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<div class="signature-line"></div> |
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<p class="text-sm">Name: <span class="font-semibold">Michael R. Thompson</span></p> |
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<p class="text-sm">Address: 456 Lawyer Lane, Los Angeles, CA 90024</p> |
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</div> |
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<div> |
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<div class="signature-line"></div> |
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<p class="text-sm">Name: <span class="font-semibold">Sarah J. Williams</span></p> |
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<p class="text-sm">Address: 789 Notary Street, Santa Monica, CA 90401</p> |
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</div> |
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<div> |
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<div class="signature-line"></div> |
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<p class="text-sm">Name: <span class="font-semibold">David K. Chen</span></p> |
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<p class="text-sm">Address: 321 Attorney Avenue, Beverly Hills, CA 90210</p> |
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</div> |
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<div class="page-number">3 of 5</div> |
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<div class="legal-paper p-8 md:p-12 rounded-lg relative mt-8"> |
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<div class="watermark">SUPERIOR COURT</div> |
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<div class="document-number">FILED: 10/15/2023 | CASE NO. PR-2023-00456</div> |
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<h3 class="text-lg font-bold mb-4">EXHIBIT B - CERTIFIED COPY OF DEATH CERTIFICATE</h3> |
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<div class="border border-gray-300 p-4 text-sm"> |
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<div class="text-center mb-4"> |
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<h4 class="font-bold">STATE OF CALIFORNIA</h4> |
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<h4 class="font-bold">DEPARTMENT OF PUBLIC HEALTH</h4> |
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<h4 class="font-bold">CERTIFICATE OF DEATH</h4> |
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<div class="grid grid-cols-2 gap-4"> |
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<div> |
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<p><span class="font-semibold">1. DECEDENT'S NAME:</span> George, Garrick Michael</p> |
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<p><span class="font-semibold">2. DATE OF DEATH:</span> September 12, 2021</p> |
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<p><span class="font-semibold">3. TIME OF DEATH:</span> 11:42 PM</p> |
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<p><span class="font-semibold">4. PLACE OF DEATH:</span> Cedars-Sinai Medical Center, Los Angeles, CA</p> |
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</div> |
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<div> |
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<p><span class="font-semibold">5. DATE OF BIRTH:</span> June 5, 1965</p> |
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<p><span class="font-semibold">6. AGE:</span> 56 years</p> |
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<p><span class="font-semibold">7. SEX:</span> Male</p> |
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<p><span class="font-semibold">8. SOCIAL SECURITY NO.:</span> XXX-XX-6789</p> |
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<div class="mt-4"> |
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<p><span class="font-semibold">9. CAUSE OF DEATH:</span></p> |
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<p class="ml-4">Immediate cause: Cardiac arrest</p> |
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<p class="ml-4">Due to (or as a consequence of): Coronary artery disease</p> |
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<p class="ml-4">Due to (or as a consequence of): Atherosclerosis</p> |
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<p class="ml-4">Other significant conditions: Hypertension, Hyperlipidemia</p> |
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</div> |
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<div class="mt-4"> |
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<p><span class="font-semibold">10. INFORMANT:</span> Annisa George (Wife)</p> |
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<p><span class="font-semibold">11. FUNERAL HOME:</span> Pierce Brothers Westwood Village Memorial Park</p> |
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<p><span class="font-semibold">12. BURIAL/CREMATION:</span> October 5, 2021 at Westwood Memorial Park</p> |
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</div> |
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<div class="mt-4 text-center"> |
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<p class="font-semibold">THIS IS TO CERTIFY that the above is a true abstract of the record on file in this office.</p> |
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<p class="mt-4">Filed: September 15, 2021</p> |
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<div class="signature-line mt-4 mx-auto w-48"></div> |
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<p>Registrar</p> |
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<p>Los Angeles County Registrar-Recorder/County Clerk</p> |
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</div> |
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</div> |
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<h3 class="text-lg font-bold mt-8 mb-4">EXHIBIT C - PRELIMINARY INVENTORY OF ESTATE</h3> |
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<div class="overflow-x-auto text-sm"> |
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<table class="min-w-full border border-gray-300"> |
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<thead> |
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<tr class="bg-gray-100"> |
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<th class="border border-gray-300 px-2 py-1">Asset Description</th> |
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<th class="border border-gray-300 px-2 py-1">Location</th> |
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<th class="border border-gray-300 px-2 py-1">Estimated Value</th> |
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</tr> |
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</thead> |
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<tbody> |
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<tr> |
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<td class="border border-gray-300 px-2 py-1">Primary Residence</td> |
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<td class="border border-gray-300 px-2 py-1">1200 Sunset Blvd, Beverly Hills, CA</td> |
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<td class="border border-gray-300 px-2 py-1">$65,000,000</td> |
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</tr> |
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<tr class="bg-gray-50"> |
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<td class="border border-gray-300 px-2 py-1">Morgan Stanley Investment Account</td> |
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<td class="border border-gray-300 px-2 py-1">Account #XXXXX6789</td> |
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<td class="border border-gray-300 px-2 py-1">$8,500,000</td> |
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</tr> |
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<tr> |
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<td class="border border-gray-300 px-2 py-1">Goldman Sachs Investment Account</td> |
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<td class="border border-gray-300 px-2 py-1">Account #XXXXX4321</td> |
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<td class="border border-gray-300 px-2 py-1">$3,500,000</td> |
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</tr> |
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<tr class="bg-gray-50"> |
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<td class="border border-gray-300 px-2 py-1">Art Collection (Picasso, Warhol, Basquiat)</td> |
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<td class="border border-gray-300 px-2 py-1">Various locations</td> |
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<td class="border border-gray-300 px-2 py-1">$2,200,000</td> |
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</tr> |
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<tr> |
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<td class="border border-gray-300 px-2 py-1">Automobiles (Rolls Royce, Ferrari, Porsche)</td> |
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<td class="border border-gray-300 px-2 py-1">Garage at residence</td> |
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<td class="border border-gray-300 px-2 py-1">$800,000</td> |
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</tr> |
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<tr class="bg-gray-50"> |
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<td class="border border-gray-300 px-2 py-1">Jewelry and Watches</td> |
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<td class="border border-gray-300 px-2 py-1">Safe at residence</td> |
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<td class="border border-gray-300 px-2 py-1">$500,000</td> |
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</tr> |
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<tr> |
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<td class="border border-gray-300 px-2 py-1">Checking Accounts</td> |
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<td class="border border-gray-300 px-2 py-1">Bank of America, Wells Fargo</td> |
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<td class="border border-gray-300 px-2 py-1">$1,500,000</td> |
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</tr> |
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<tr class="bg-gray-50"> |
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<td class="border border-gray-300 px-2 py-1">Life Insurance Proceeds</td> |
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<td class="border border-gray-300 px-2 py-1">Northwestern Mutual</td> |
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<td class="border border-gray-300 px-2 py-1">$5,000,000</td> |
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</tr> |
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<tr> |
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<td class="border border-gray-300 px-2 py-1">Business Interests (George Enterprises LLC)</td> |
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<td class="border border-gray-300 px-2 py- |
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</html> |
