P. v. Halo CA3
The facts are complicated, and the following is a greatly abbreviated version. Additional facts are provided in the relevant discussion sections, below.
This case arises from a series of transactions related to real property located at 9020 Bradshaw Road in Elk Grove, which we refer to simply as “the property.” The property encompassed approximately five acres and had two houses on it. Monna Sue Ayers owned the property and lived in one of the houses until her death in 2019.
Ayers held the property in her trust, and her son, Dewey Brazeal, Sr. was the trustee. Dewey died in September 2011. Sometime before he died, Dewey transferred the property from Ayers’ trust to himself, and then into his own trust.
After Dewey died, Carolyn Puschman, Ayers’ niece, became the successor trustee of Ayers’ trust, and Karen Brazeal, Dewey’s ex-wife, became the successor trustee of Dewey’s trust.