Cal. Prob. Code § 15212 (2008).
(a) Subject to
the requirements of this section, a trust for the
care of an animal is a trust for a lawful
noncharitable purpose. Unless expressly provided in
the trust, the trust terminates when no animal
living on the date of the settlor's death remains
alive. The governing instrument of the animal trust
shall be liberally construed to bring the trust
within this section, to presume against the merely
precatory or honorary nature of the disposition, and
to carry out the general intent of the settlor.
Extrinsic evidence is admissible in determining the
settlor's intent.
(b) A trust for
the care of an animal is subject to the following
requirements:
(1) Except as expressly provided otherwise in the
trust instrument, the principal or income shall not
be converted to the use of the trustee or to any use
other than for the benefit of the animal.
(2) Upon termination of the trust, the trustee shall
distribute the unexpended trust property in the
following order:
(A) As directed in the trust instrument.
(B) If the trust was created in a nonresiduary
clause in the settlor's will or in a codicil to the
settlor's will, under the residuary clause in the
settlor's will.
(C) If the application of subparagraph (A) or (B)
does not result in distribution of unexpended trust
property, to the settlor's heirs under Section
21114.
(3) For the purposes of Section 21110, the residuary
clause described in subparagraph (B) of paragraph
(2) shall be treated as creating a future interest
under the terms of a trust.
(c) The intended
use of the principal or income may be enforced by a
person designated for that purpose in the trust
instrument or, if none is designated, by a person
appointed by a court. In addition to a person
identified in subdivision (a) of Section 17200, any
person interested in the welfare of the animal or
any nonprofit charitable organization that has as
its principal activity the care of animals may
petition the court regarding the trust as provided
in Chapter 3 (commencing with Section 17200) of Part
5.
(d) If a trustee
is not designated or no designated or successor
trustee is willing or able to serve, a court shall
name a trustee. A court may order the transfer of
the trust property to a court-appointed trustee, if
it is required to ensure that the intended use is
carried out and if a successor trustee is not
designated in the trust instrument or if no
designated successor trustee agrees to serve or is
able to serve. A court may also make all other
orders and determinations as it shall deem advisable
to carry out the intent of the settlor and the
purpose of this section.
(e) The
accountings required by Section 16062 shall be
provided to the beneficiaries who would be entitled
to distribution if the animal were then deceased and
to any nonprofit charitable corporation that has as
its principal activity the care of animals and that
has requested these accountings in writing. However,
if the value of the assets in the trust does not
exceed forty thousand dollars ($40,000), no filing,
report, registration, periodic accounting, separate
maintenance of funds, appointment, or fee is
required by reason of the existence of the fiduciary
relationship of the trustee, unless ordered by the
court or required by the trust instrument.
(f) Any
beneficiary, any person designated by the trust
instrument or the court to enforce the trust, or any
nonprofit charitable corporation that has as its
principal activity the care of animals may, upon
reasonable request, inspect the animal, the premises
where the animal is maintained, or the books and
records of the trust.
(g) A trust
governed by this section is not subject to
termination pursuant to subdivision (b) of Section
15408.
(h) Section 15211
does not apply to a trust governed by this section.
(i) For purposes
of this section, "animal" means a domestic or pet
animal for the benefit of which a trust has been
established.
(S.B. 685, §2,
eff. 7/22/2008)
NOTE:
Former California Probate Code §15212, repealed on
July 22, 2008 (S.B. 685, §2), read as follows:
A trust for the care of a designated domestic or pet
animal may be performed by the trustee for the life of
the animal, whether or not there is a beneficiary who
can seek enforcement or termination of the trust and
whether or not the terms of the trust contemplate a
longer duration. (Added by Stats. 1991, c. 156 (A.B. 1577), §21.) |