Dec in Support of Opposition

1 Donna Boris SBN 153033
Boris & Associates

2 9107 Wilshire Blvd., Ste. 450
Beverly Hills, California 90210
3 Telephone: (310) 492-5962
4 Attorney for Petitioner, Ryan Chase Adams
7
SUPERIOR COURT OF THE STATE OF CALIFORNIA
8
FOR THE COUNTY OF LOS ANGELES - CENTRAL DISTRICT
9
10 In re Temporary Conservatorship of CASE NO.: 17 STPB02585
11 DAVID MICHAEL VALENTINE

DECLARATION OF NATALIE B.
12 CARRERA IN SUPPORT OF RYAN
CHASE ADAMS’ OPPOSITION TO
13 CHERYL TEMPLETON’S PETITION
FOR AUTHORITY TO SIGN
14 RESIDETIAL PURCHASE
AGREEMENT AND OBJECTIONS TO
15 CHERYL TEMPLETON’S PETITION
FOR APPOINTMENT OF PROBATE
16 CONSERVATOR OF THE ESTATE
17
DATE: October 13, 2017
18 TIME: 8:30 a.m.
DEPT.: 67
19 JUDGE: Hon. William P. Barry
20 I, Natalie B. Carrera, declare and state:
21 1. I am personal friend of David Valentine. The facts contained in the following declaration
22 are known to me of my own personal knowledge and if called upon to testify, I could and would
23 competently do so.
24 2. On August 12, 2017, at the request of David Valentine, I signed in to the Los Angeles
25 Superior Court’s website (www.lacourt.org/paonlineservices/civilindex/cipublicmain.aspx?)
26 and I performed a Civil Party Name Search on Cheryl Templeton, of which I paid $2.00 for the cost
27 of the search.
28 ///
DECLARATION OF NATALIE CARRERA IN SUPPORT OF RYAN ADAMS’ OBJECTION-OPPOSITION

-1-
1 3. Attached hereto as Exhibit A, is a true and correct copy of my receipt from Los Angeles
2 Superior Court for the cost of the Civil Party Name search I performed at David’s request on August
3 12, 2017.
4 4. Attached hereto as Exhibit B, are true and correct copies of the results of the Civil Party
5 Name Search on the Los Angeles Superior Court’s website for “Cheryl Templeton”.
6 5. I discovered the attorney-client relationship between Cheryl Templeton and Marlene

7 Seltzer while reviewing the individual cases listed in the search results attached at Exhibit B.
8 6. Attached hereto as Exhibit C is a report I created using Microsoft Excel on August 12,
9 2017. I generated this report by extracting relevant data from the Case Summaries linked to the
10 search results online. The method I used to extract the data was simply by selecting or clicking on
11 a case listed in the search results online, which would open the Case Summary for that matter. If
12 Marlene Seltzer was listed as the Attorney of Record for Cheryl Templeton, I would select and copy
13 the relevant data from the Case Summary and paste that data in the respective fields of my report.
14 I limited my search to only reflect “active/open probate matters” that identified “Marlene Seltzer”
15 as the attorney of record for “Cheryl Templeton.”
16 8. My search resulted in a total number of fifteen (15) active Los Angeles probate cases that
17 identify Marlene Seltzer as the attorney of record for Cheryl Templeton.
18 9. On September 7, 2017, at the request of David Valentine, I logged in to his Gmail
19 account registered as: dmvalentine1947@gmail.com using the credentials he provided, to print and
20 save as PDF, two emails he had received from Cheryl Templeton.
21 10. Attached hereto as Exhibit D, is a true and correct copy of an email I printed from
22 David’s Gmail account registered as:dmvalentine1947@gmail.com from Cheryl Templeton at
23 ctempleton@profidsvcs.com.on September 7, 2017, that includes both an email from Cheryl AND
24 a forwarded email and attachment from Marlene Seltzer, at mss@wassermanlawgroup.com, the
25 attorney for successor trustee, Frumeh Labow , in the related trust case (BP130766) David is a
26 beneficiary of. The subject line of the email reads: “FW: Settlement Agreement - David Valentine”
27 and the email states:
28 ///

-2-
1
“David,
2
Attached is the agreement you signed which states that you agreed to move from the
3 apartment within 60 days of Shirley’s death. Of course you did not do that and now
your share of the trust will be diminished by the legal fees and costs associated with
4 evicting you.”
5 11. In her email attached as Exhibit D, Ms. Templeton also forwards David an email and
6 an attachment from Marlene Seltzer at mss@wassermanlawgroup.com, sent earlier that day at 1:27
7 am. In her email to Cheryl, Ms. Seltzer attaches a PDF of a Settlement Agreement between David
8 and the co-beneficiaries of the Shirlee Strahm Trust and states inter-alia:
9 “It clearly states that David must move after Shirley’s death. Which he refused to
do. I need to go to court to enforce him moving. When we complete the final Account
10 and distribution, we will ask for surcharges against Victor and David for them
refusing to move.
11
David will have cash from the Trust and cash from the sale of the apartments. After
12 your fees, you can dump him on the Public Guardian who will drool at the cash and
find a way to take the case. They do have LPS cases and Conservatorship cases.”
13
12. Attached hereto at Exhibit E, is a true and correct copy of an email I printed from
14
David’s Gmail account registered as: dmvalentine1947@gmail.com from Cheryl Templeton at
15
ctempleton@profidsvcs.com.on August 31, 2017. The subject line of the email reads “David
16
Valentine Questions” and states inter-alia:
17
18 “Third, I do know Marlene Seltzer, as I do many attorneys in this field, due to similar
practice areas of trusts/probate/conservatorships.”
19
13. At David’s request, I printed these two emails and saved them as PDF files and emailed
20
them to his nephew, Ryan Adams at ryanchaseadams@gmail.com before signing out of his email
21
account.
22
14. I would have provided this declaration and the supporting evidence earlier in the week,
23
however I live in Northern California and was forced to evacuate my home due to the fires. This
24
caused serious delays in my ability to provide Ryan with this information in a timely fashion.
25
15. I have attached the following exhibits to this Declaration:
26
Exhibit A: True and correct copy of receipt for purchase of party name search of
27 “Cheryl Templeton” on the Los Angeles Superior Court’s website, performed
on August 12, 2017.
28

-3-
I Exhibit B: True and correct copies of search results for party name "Cheryl
Templeton" generated on August 12,2017.
2
Exhibit C: True and correct copy of the Microsoft Excel Report reflecting the fifteen
a
J (15) active/openmatters identifying Marlene Seltzer as attorney ofrecord for
Cheryl Templeton.
4
Exhibit D: True and correct copy of email dated September 7r2017, sent from
5 Cheryl Templeton to David Valentine, attaching Settlement Agreement and
forwarding email sent from Marlene Seltzer to Cheryl Templeton earlier that
6 same day.
7 Exhibif E: True and correct copy of email dated August 31r2017, sent from
Cheryl Templeton to David Valentine failing to disclose her attorney-client
8 relationship with Marlene Seltzer.
9 I declare under penalty of perjury under the laws of the California that the foregoing is true
10
11
I2
13
t4
15
T6
I7
18
I9
20
2l
22
z3
24
25
26
27
28
DECLARATION OF NATALIE CARRERA IN SUPPORT OF'RYAN ADAMS' OBJECTION-OPPOSITION

-4-
1
VERIFICATION
2
a STATE OF CALIFORNIA )
J
) ss.
.}
A
COLINTY OF SONOMA )
5
6 I am aDeclarant and not aparty in the above-entitled action. I have read the foregoing and
7 know the contents thereof and I certi$r that the same is true of my own knowledge, except as to those
8 matters which are therein stated upon my information or belief, and as to those matters I believe
9 them to be true.
10 I declare under penalty of perjury under the laws of the State of Califomia that the foregoing
11 is true and correct and that this verification was executed in Sonoma, California on October 12,
t2 2017.
13
I4
15
r6
II
18
t9
20
2I
22
ZJ
aA
z.+
25
26
27
28
DECLARATION OF N.ATALIE CARRERA IN SUPPORT OF RYAN ADAMS'OBJECTION-OPPOSITION

-5-
EXHIBIT A
EXHIBIT B
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CHERYL TEMPLETON Other Commercial/Business Tort 12/13/1999 Van Nuys

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ESTATE OF LEIF SETH
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TEMPLETON CHERYL K. Trust 09/27/2007 Stanley Mosk

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TEMPLETON CHERYL K. Guardianship 03/02/2009 Stanley Mosk

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TEMPLETON CHERYL K. Decedent's Estate 02/27/2009 Stanley Mosk

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TEMPLETON CHERYL K. Other Compl-not Tort or Complex 12/23/1998 Stanley Mosk

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TEMPLETON CHERYL Other Compl-not Tort or Complex 11/21/2014 Stanley Mosk 33


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EXHIBIT C
REPORT OF ONLINE CIVIL PARTY NAME SEARCH RESULTS ON LA SUPERIOR COURT WEBSITE PORTAL
Date of Query: 8/12/17 # RESULTS: 15 TOTAL CASES Search Criteria: 1) Name: TEMPLETON, CHERYL and 2) Name: MARLENE SELTZER
URL: https://www.lacourt.org/paonlineservices/civilindex/CISearchByName.asp
PARTY FILING ATTORNEY OF
NAME CASE TYPE CASE # DATE RECORD COURT CASE NAME
CASE IN Trust BP132521 1/12/2012 Marlene Seltzer, Esq.) Stanley Mosk STRAHM, SHIRLEE - TRUST DTD
CONFLICT: Courthouse DECEMBER 4, 1974 TRUST
SUCCESSOR NOTE: David valentine is a named beneficiary.
TRUSTEE, Successor trustee, Frumeh Labow is represented By
FRUMEH Marlene Seltzer.
Cheryl Conservatorship BP131867 12/1/2011 Marlene Seltzer, Esq. Stanley Mosk NIPARKO, HELEN MILDRED –
Templeton Courthouse CONSERVATORSHIP
Cheryl Trust BP132781 1/25/2012 Marlene Seltzer, Esq. Stanley Mosk PETERMAN, MILTON J. – TRUST
Templeton Courthouse
Cheryl Trust BP133626 3/15/2012 Marlene Seltzer, Esq. Stanley Mosk NIPARKO, HELEN M. - FAMILY TRUST
Templeton Courthouse AGREEMENT
Cheryl Decedent's Estate LP016722 7/3/2012 Marlene Seltzer, Esq. Stanley Mosk DAYAN, MARGOR RACHEL - DECEDENTS
Templeton Courthouse ESTATE
Cheryl Conservatorship BP148151 12/31/2013 Marlene Seltzer, Esq. Stanley Mosk HERRIOTT, DOLORES V. –
Cheryl Trust BP149971 3/5/2014 Marlene Seltzer, Esq. Stanley Mosk THE CHASE THOMAS DITTFELD
Templeton Courthouse TESTAMENTARY TRUST
Cheryl Decedent's Estate BP160697 3/10/2015 Marlene Seltzer, Esq. Stanley Mosk BILEK, KENNETH B. – DECEDENT
Cheryl Conservatorship BP150274 3/13/2014 Marlene Seltzer, Esq. Stanley Mosk CARUTHERS, BETTY M. -
Cheryl Trust BP150674 3/27/2014 Marlene Seltzer, Esq. Stanley Mosk THE ERMOND JOSEPH NATHANSON
Templeton Courthouse REVOCABLE TRUST DTD: 10/19/09 Related
Case: LP016722
Cheryl Trust BP163277 6/2/2015 Marlene Seltzer, Esq. Stanley Mosk CARUTHERS-KING LIVING TRUST - TRUST
Cheryl Conservatorship BP170107 1/19/2016 Marlene Seltzer, Esq. Stanley Mosk RAUSCH, BARBARA CONSERVATORSHIP
Cheryl Conservatorship 16STPB04699 9/30/2016 Marlene Seltzer, Esq. Stanley Mosk MEO-CROYLE, VILMA MARIE –
Cheryl Conservatorship 16STPB04730 10/3/2016 Marlene Seltzer, Esq. Stanley Mosk NAUD, LILLIAN FARMER -
Cheryl Trust 17STPB05069 6/9/2017 Marlene Seltzer, Esq. Stanley Mosk LOUISE P. YBARRA FAMILY TRUST
Cheryl Conservatorship 17STPB05652 6/23/2017 Marlene Seltzer, Esq. Stanley Mosk GRANT, STEPHEN B. – CONSERVATORSHIP
EXHIBIT D
David Valentine <dmvalentine1947@gmail.com>
FW: Settlement Agreement - David Valentine

Cheryl Templeton <CTempleton@profidsvcs.com> Thu, Sep 7, 2017 at 2:58 PM
To: David Valentine <dmvalentine1947@gmail.com>
David,
Attached is the agreement you signed which states that you agreed to move from the apartment within 60 days of
Shirley's death. Of course, you didn't do that and now your share of the trust will be diminished by the legal fees and
costs associated with evicting you.
Cheryl Templeton
Probate and Estate Planning Paralegal
Licensed Professional Fiduciary
19725 Sherman Way, Suite 140
Winnetka, California 91306
(818) 707-5261 (private line)
(818) 709-6400
(818) 709-6500 (fax)
(818) 723-9124 (cell)
-----Original Message-----
From: Seltzer, Marlene S. [mailto:mss@wassermanlawgroup.com]
Sent: Thursday, September 7, 2017 1:27 AM
To: Cheryl Templeton <CTempleton@profidsvcs.com>
Subject: Settlement Agreement - David Valentine
This is the same Settlement Agreement I sent you before. David and his attorney negotiated and signed it and the court
approved it.
It clearly states that David must move after Shirley's death. Which he refused to do. I need to go to court to enforce him
moving. When we complete the final Account and distribution, we will ask for surcharges against Victor and David for
them refusing to move.
David will have cash from the Trust and cash from the sale of the apartments. After your fees, you can dump him on the
Public Guardian who will drool at the cash and find a way to take the case. They do have LPS cases and
Conservatorship cases.
Please Update Records: Company Name and E-Mail have changed:

Marlene S. Seltzer, Esq.
Wasserman Law Group
5567 Reseda Blvd. Suite 330
Tarzana, CA 91356
Tel: (818) 609-2348
Fax: (818) 996-8266
E-Mail: mss@wassermanlawgroup.com
This email and its attachments are from a law firm and may contain attorney-client, work product or other privileged,
confidential or proprietary information and may be exempt from disclosure under applicable laws. This email and its
attachments are for the intended recipient(s). If you are not the intended recipient, any dissemination, disclosure,
distribution, or copying of this email or its attachments is strictly prohibited. If you received this email or its attachments
in error, please reply indicating so and delete all copies of the email and its attachments. Thank you.
-----Original Message-----
From: Xerox9201@wcclaw.com [mailto:Xerox9201@wcclaw.com]
Sent: Thursday, September 07, 2017 1:20 AM
To: Seltzer, Marlene S.
Subject: Scanned from a Xerox multifunction device
Please open the attached document. It was scanned and sent to you using a Xerox multifunction device.
Attachment File Type: pdf
Device Name: XeroxCQube9201
For more information on Xerox products and solutions, please visit http://www.xerox.com
Scanned from a Xerox multifunction device001.pdf

465K
EXHIBIT E
David Valentine <dmvalentine1947@gmail.com>
David Valentine Questions

2 messages
Ryan Adams <ryanchaseadams@gmail.com> Thu, Aug 31, 2017 at 9:43 AM

To: Cheryl Templeton <ctempleton@profidsvcs.com>, "Richard L. Solomon" <RLS@solomonlaw.net>
Cc: David Valentine <dmvalentine1947@gmail.com>
Hi Cheryl,
The day we met at the courthouse I expressed some concerns about Frumeh's interests for the property not alighting with
Davids interests. You told me, "oh, Frumeh would never do that.."
Can you please tell me how you know Frumeh and how you know her attorney Marlene?
Ryan
Cheryl Templeton <CTempleton@profidsvcs.com> Thu, Aug 31, 2017 at 5:03 PM

To: Ryan Adams <ryanchaseadams@gmail.com>
Cc: David Valentine <dmvalentine1947@gmail.com>, "Richard L. Solomon" <rls@solomonlaw.net>, "Seltzer, Marlene S."
<mss@wassermanlawgroup.com>, "Mahvesh Garcia (mg@goldlawcorp.com)" <mg@goldlawcorp.com>
First, I have no idea what question you asked me that related “to David’s
interests” that I responded “Frumeh would never do that.” I have a vague
recollection that the apartment David and Victor lived in was in the building
next door to the one they were given by the trust, and there was some
agreement between all parties that they had to move, but I have no idea of
the particulars. You will have to ask David and his attorney about this, if that
is what you are referring to.
Second, Frumeh and I are in the same business, both private professional
fiduciaries often appointed by the court, and our paths do cross from time to time.

Third, I do know Marlene Seltzer, as I do many attorneys in this field, due to
similar practice areas of trusts/probate/conservatorships.

Cheryl Templeton
Probate and Estate Planning Paralegal
Licensed Professional Fiduciary
19725 Sherman Way, Suite 140
Winnetka, California 91306

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1 Donna Boris SBN 153033

Boris & Associates

4 Attorney for Petitioner, Ryan Chase Adams

10 In re Temporary Conservatorship of CASE NO.: 17 STPB02585

11 DAVID MICHAEL VALENTINE

20 I, Natalie B. Carrera, declare and state:

25 Superior Court’s website (www.lacourt.org/paonlineservices/civilindex/cipublicmain.aspx?)

DECLARATION OF NATALIE CARRERA IN SUPPORT OF RYAN ADAMS’ OBJECTION-OPPOSITION

6 5. I discovered the attorney-client relationship between Cheryl Templeton and Marlene

DECLARATION OF NATALIE CARRERA IN SUPPORT OF RYAN ADAMS’ OBJECTION-OPPOSITION

DECLARATION OF NATALIE CARRERA IN SUPPORT OF RYAN ADAMS’ OBJECTION-OPPOSITION

DECLARATION OF NATALIE CARRERA IN SUPPORT OF'RYAN ADAMS' OBJECTION-OPPOSITION

DECLARATION OF N.ATALIE CARRERA IN SUPPORT OF RYAN ADAMS'OBJECTION-OPPOSITION

Civil Party Name Search

CHERYL TEMPLETON Other Commercial/Business Tort 12/13/1999 Van Nuys

DITTFELD ESTATE OF Small Claims (Limited) 08/31/2012 Van Nuys

TEMPLETON CHERYL U.D.- RESIDENTIAL (Limited) 02/05/2013 Pasadena

TEMPLETON CHERYL K. Trust 09/27/2007 Stanley Mosk

TEMPLETON CHERYL K. Guardianship 03/02/2009 Stanley Mosk

TEMPLETON CHERYL K. Decedent's Estate 02/27/2009 Stanley Mosk

TEMPLETON CHERYL K. Other Compl-not Tort or Complex 12/23/1998 Stanley Mosk

TEMPLETON CHERYL U.D.- RESIDENTIAL (Limited) 04/15/2014 Pasadena

TEMPLETON CHERYL Conservatorship 06/23/2017 Stanley Mosk

TEMPLETON CHERYL Conservatorship 10/05/2007 Stanley Mosk

TEMPLETON CHERYL Decedent's Estate 08/03/2012 Stanley Mosk

TEMPLETON CHERYL Trust 10/15/2013 Stanley Mosk

TEMPLETON CHERYL Conservatorship 08/22/2001 Stanley Mosk

TEMPLETON CHERYL Trust 10/11/2002 Stanley Mosk

TEMPLETON CHERYL Trust 10/17/2002 Stanley Mosk

TEMPLETON CHERYL U.D. RESIDENTIAL (Limited) 04/27/2010 Stanley Mosk

TEMPLETON CHERYL Other Compl-not Tort or Complex 11/21/2014 Stanley Mosk 33

TEMPLETON CHERYL Conservatorship 01/19/2016 Stanley Mosk

TEMPLETON CHERYL U.D. RESIDENTIAL (Limited) 03/14/2014 Stanley Mosk

TEMPLETON CHERYL Decedent's Estate 07/14/2010 Stanley Mosk

TEMPLETON CHERYL Decedent's Estate 09/22/2010 Stanley Mosk

TEMPLETON CHERYL Trust 09/24/2010 Stanley Mosk

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TEMPLETON CHERYL Trust 03/08/2001 Stanley Mosk

TEMPLETON CHERYL Decedent's Estate 03/10/2015 Stanley Mosk

TEMPLETON CHERYL Trust 02/10/2014 Stanley Mosk

TEMPLETON CHERYL Conservatorship 02/10/2011 Stanley Mosk

TEMPLETON CHERYL Decedent's Estate 04/07/2014 Stanley Mosk

TEMPLETON CHERYL Guardianship 09/11/1996 Stanley Mosk

TEMPLETON CHERYL Decedent's Estate 08/28/2008 Stanley Mosk

TEMPLETON CHERYL Decedent's Estate 10/03/1995 Stanley Mosk

TEMPLETON CHERYL Conservatorship 12/01/2011 Stanley Mosk

TEMPLETON CHERYL Conservatorship 09/30/2016 Stanley Mosk

TEMPLETON CHERYL Small Claims (Limited) 03/17/2016 Van Nuys

TEMPLETON CHERYL OTHER CONTRACT (Limited) 05/25/2004 Chatsworth

TEMPLETON CHERYL Conservatorship 07/14/2008 Stanley Mosk

TEMPLETON CHERYL Decedent's Estate 11/24/2003 Stanley Mosk

TEMPLETON CHERYL Other Probate With At Least 07/18/1988 Stanley Mosk

TEMPLETON CHERYL Decedent's Estate 10/27/2006 Stanley Mosk

TEMPLETON CHERYL Decedent's Estate 06/21/2016 Stanley Mosk

TEMPLETON CHERYL Conservatorship 05/14/1993 Stanley Mosk

TEMPLETON CHERYL Trust 01/25/2012 Stanley Mosk

TEMPLETON CHERYL Trust 03/15/2012 Stanley Mosk

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"Barcelona" by Kristen Pleasant

Civil Party Name Search

TEMPLETON CHERYL Conservatorship 08/07/2008 Stanley Mosk Courthouse