CA CA - Bob Harrod, 81, Orange County, 27 July 2009 - # 4

I think this CNN story is provocative regarding the issue of Elder Financial Abuse:

http://www.cnn.com/2010/HEALTH/10/27/elderly.abuse/index.html?hpt=T2

"(CNN) -- Some court-appointed guardians for incapacitated seniors are not screened before they're appointed, and many are not monitored by the courts after they've taken over the affairs of their charges, resulting in hundreds of allegations of abuse, a federal probe found.

In 20 cases studied by the office in which criminal or civil penalties resulted, investigators found that guardians stole at least $5.4 million in assets from 158 victims, the report said. In some instances, these same guardians abused or physically neglected the people they were supposed to help and protect."

What fascinated me about the report was the overwhelming finding in the test cases that the guardians credit was not run prior to the appointment. So instances of bankruptcy or debt which might tempt the appointed conservator/guardian to steal were not uncovered prior to the appointment.

This was uncovered by another member and is public information:




Case Number

Title

Filing Date

Category

Case Type

30-2009-00291267-PR-CE-LJC

HARROD - CONSERVATORSHIP

08/07/2009

PROBATE

CONSERVATORSHIP OF ESTATE ONLY

ORDER DESIGNATING PROBATE REFEREE FILED BY B, P.S. ON 10/15/2010

10/15/2010

B. P.S. ON 10/15/2010

https://ocapps.occourts.org/ProbPubv2/DisplayCase.do?caseNbr=30-2009-00291267-PR-CE-LJC&src=case_src_dtl#top_page


Case Number

Title

Filing Date

Category

Case Type

30-2009-00297798-PR-TR-LJC

HARROD - TRUST

08/28/2009

PROBATE

TRUST PROCEEDINGS

ORDER DESIGNATING PROBATE REFEREE FILED BY B., P.S. ON 10/15/2010

10/15/2010

B., P.S. ON 10/15/2010

ORDER APPOINTING SUCCESSOR TRUSTEE FILED BY B., P.S. and B., R.D. ON 06/18/2010

06/18/2010

B., P.S. and B., R.D. ON 06/18/2010

SURETY BOND FILED BY B., P.S. and B., R.D ON 06/18/2010

06/18/2010

B., P.S. and B., R.D ON 06/18/2010

PAYMENT RECEIVED BY FOR 37 - STIPULATION AND ORDER IN THE AMOUNT OF 20.00, TRANSACTION NUMBER AND RECEIPT NUMBER 10461173.

05/13/2010

(P) COURT'S ORDER TO SHOW CAUSE SCHEDULED FOR 11/16/2010 AT 01:30:00 PM IN L73 AT LAMOREAUX JUSTICE CENTER.
05/13/2010

https://ocapps.occourts.org/ProbPubv2/DisplayCase.do?caseNbr=30-2009-00297798-PR-TR-LJC&src=case_src_dtl#top_page

SUPERIOR COURT OF THE STATE OF CALIFORNIA COUNTY OF ORANGE
NOTICE TO ATTORNEYS / PROBATE EXAMINERS NOTES

REGARDING CASE: 30-2009-00297798-PR-TR-LJC - HARROD - TRUST
CDD: No CDD found
PARTY NUMBER: MATTER: 70980804
HEARING SET FOR: 01:30 PM November 16, 2010 DEPT L73 Page 1 of 2
REVIEWED 10/06/10

COURT SETS ORDER TO SHOW CAUSE ON 11/16/10 1:30 L73 RE: ACCOUNTING

PER M/O OF 05/05/10 ROBERT(?) D.B, AND P.S.B ARE
APPOINTED AS SUCCESSOR CO-TRUSTEE OF ROBERT MERLE HARROD. 1,700,000
BOND REQUIRED. TRUST TO BE COURT SUPERVISED. PETITIONERS ARE NOT
AUTHORIZED TO SELL ANY TRUST ASSETS OR OBTAIN ANY LOANS SECURED BY
TRUST ASSETS WITHOUT PRIOR COURT APPROVAL. THIS RESTRICTION IS
LIMITED TO THE REAL ESTATE OWED BY THE HARROD FAMILY TRUST AND DOES
NOT PERTAIN TO OR IN ANY WAY RESTRICT THE MANAGEMENT AND SALE OF
SECURITIES BY WAY OF TRADING.

REQUIRES ACCOUNTING TO BE FILED.

http://www.occourts.org/calendars/probnotesroot/probnotesv3/30-2009-00297798-pr-tr-ljcm70980804.html

Probate code section 16247 specifically allows Probate Referees to provide values in trust matters which are necessary for purposes of distribution, sale of assets, tax filings or general trust valuations. Using an independent Probate Referee for such matters helps relieve the Trustee of potential conflicts of interest or liability for errors. http://probatereferees.org/index.php

The bold and italic as well as the question mark are mine.

believe09 said:

This was uncovered by another member and is public information:




Case Number

Title

Filing Date

Category

Case Type

30-2009-00291267-PR-CE-LJC

HARROD - CONSERVATORSHIP

08/07/2009

PROBATE

CONSERVATORSHIP OF ESTATE ONLY

ORDER DESIGNATING PROBATE REFEREE FILED BY B, P.S. ON 10/15/2010

10/15/2010

B. P.S. ON 10/15/2010

https://ocapps.occourts.org/ProbPubv2/DisplayCase.do?caseNbr=30-2009-00291267-PR-CE-LJC&src=case_src_dtl#top_page


Case Number

Title

Filing Date

Category

Case Type

30-2009-00297798-PR-TR-LJC

HARROD - TRUST

08/28/2009

PROBATE

TRUST PROCEEDINGS

ORDER DESIGNATING PROBATE REFEREE FILED BY B., P.S. ON 10/15/2010

10/15/2010

B., P.S. ON 10/15/2010

ORDER APPOINTING SUCCESSOR TRUSTEE FILED BY B., P.S. and B., R.D. ON 06/18/2010

06/18/2010

B., P.S. and B., R.D. ON 06/18/2010

SURETY BOND FILED BY B., P.S. and B., R.D ON 06/18/2010

06/18/2010

B., P.S. and B., R.D ON 06/18/2010

PAYMENT RECEIVED BY FOR 37 - STIPULATION AND ORDER IN THE AMOUNT OF 20.00, TRANSACTION NUMBER AND RECEIPT NUMBER 10461173.

05/13/2010

(P) COURT'S ORDER TO SHOW CAUSE SCHEDULED FOR 11/16/2010 AT 01:30:00 PM IN L73 AT LAMOREAUX JUSTICE CENTER.
05/13/2010

https://ocapps.occourts.org/ProbPubv2/DisplayCase.do?caseNbr=30-2009-00297798-PR-TR-LJC&src=case_src_dtl#top_page

SUPERIOR COURT OF THE STATE OF CALIFORNIA COUNTY OF ORANGE
NOTICE TO ATTORNEYS / PROBATE EXAMINERS NOTES

REGARDING CASE: 30-2009-00297798-PR-TR-LJC - HARROD - TRUST
CDD: No CDD found
PARTY NUMBER: MATTER: 70980804
HEARING SET FOR: 01:30 PM November 16, 2010 DEPT L73 Page 1 of 2
REVIEWED 10/06/10

COURT SETS ORDER TO SHOW CAUSE ON 11/16/10 1:30 L73 RE: ACCOUNTING

PER M/O OF 05/05/10 ROBERT(?) D.B, AND P.S.B ARE
APPOINTED AS SUCCESSOR CO-TRUSTEE OF ROBERT MERLE HARROD. 1,700,000
BOND REQUIRED. TRUST TO BE COURT SUPERVISED. PETITIONERS ARE NOT
AUTHORIZED TO SELL ANY TRUST ASSETS OR OBTAIN ANY LOANS SECURED BY
TRUST ASSETS WITHOUT PRIOR COURT APPROVAL. THIS RESTRICTION IS
LIMITED TO THE REAL ESTATE OWED BY THE HARROD FAMILY TRUST AND DOES
NOT PERTAIN TO OR IN ANY WAY RESTRICT THE MANAGEMENT AND SALE OF
SECURITIES BY WAY OF TRADING.

REQUIRES ACCOUNTING TO BE FILED.

http://www.occourts.org/calendars/probnotesroot/probnotesv3/30-2009-00297798-pr-tr-ljcm70980804.html

Probate code section 16247 specifically allows Probate Referees to provide values in trust matters which are necessary for purposes of distribution, sale of assets, tax filings or general trust valuations. Using an independent Probate Referee for such matters helps relieve the Trustee of potential conflicts of interest or liability for errors. http://probatereferees.org/index.php

The bold and italic as well as the question mark are mine.

Click to expand...

I would like to see the three grown daughters of Mr. Harrod put the same effort into finding out what happened to their father.

Perhaps they could contact the media, hold a vigil, or take polygraphs, if they have not already done so.

Angelo said:

I would like to see the three grown daughters of Mr. Harrod put the same effort into finding out what happened to their father.

Perhaps they could contact the media, hold a vigil, or take polygraphs, if they have not already done so.

Click to expand...

That would be great! Maybe they are working on those things but keeping things close to the vest.

A few people have asked me about the typos-the only alteration I made to the listing was to use initials where the parties names appeared. The typos belong to the clerk who entered the info,

cloudajo said:

That would be great! Maybe they are working on those things but keeping things close to the vest.

Click to expand...

Oh I think it is safe to say that this family is keeping many many things close to their vest. So to speak.

One thought just occurred to me-perhaps Bob's estate is so extensive, no one has time to focus on the mundane things like vigils, rewards and the like. We have at a minimum 6 adults, possibly 7 if you include AH's wife; I am not 100% on who is working and who is not...we know that Bob's wife has been pushing a media campaign from day 1 and I applaud her.

So perhaps it is a time management issue? I sure wish there was some momentum to find him, but as I stated earlier I have a feeling the tide is turning in this case and it is only a matter of time before something breaks.

Thread 5 has been opened, please continue here:

CA CA - Bob Harrod, 81, Orange Cty, 27 July 2009 - Part 5 - Websleuths Crime Sleuthing Community