Bushey v. Jensen CA1/3
── Bushey v. Jensen CA1/3 ──
Court: California Court of Appeal
Date: May 28, 2026
Category: General
Filed 5/28/26 Bushey v. Jensen CA1/3
NOT TO BE PUBLISHED IN OFFICIAL REPORTS
California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for
publication or ordered published, except as specified by rule 8.1115(b). This opinion has not been certified for publication or
ordered published for purposes of rule 8.1115.
IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA
FIRST APPELLATE DISTRICT
DIVISION THREE
CARRIE BUSHEY, as Trustee, etc.,
Plaintiff and Respondent,
A170210
v.
MICHAEL J. JENSEN, (Mendocino County
Super. Ct. No. 22PR00155)
Defendant and Appellant.
The parties have filed three petitions in this matter. First, plaintiff
Carrie Bushey filed a petition to confirm her and defendant Michael J.
Jensen’s mother’s trust. Jensen opposed the petition, but the court concluded
the trust was valid. Jensen then filed his own petition, asserting in part that
his mother’s trust had been revoked prior to her death. The court rejected
this allegation based on its prior ruling validating the trust and instructed
Jensen to file an amended petition omitting such claims. However, Jensen’s
amended petition contained similar assertions. In response, Bushey filed the
current petition at issue: a petition to enforce the trust’s no contest clause.
The court granted this petition, and Jensen appealed.
On appeal, Jensen contends the trial court erred by finding that he
contested the trust, and such contest lacked probable cause. We disagree and
affirm the order.
1
BACKGROUND
Factual Background
Bushey’s and Jensen’s mother, Gerri Dutton, created the Gerri Dutton
Family Trust (Trust), dated March 29, 2019. The Trust distributed Dutton’s
assets equally between her three children, apart from a single property gifted
to her granddaughter. The Trust also contained a no contest clause, which
provided in relevant part: “If any beneficiary under a trust created by this
document shall . . . contest in any court the validity of any trust created by
this document . . . or shall seek to obtain an adjudication in any proceeding in
any court that this trust or any of its dispositive provisions are void, or
otherwise seek to void, nullify, or set aside the trust or any of its provisions,
then the right of that person to take any interest given to him or her by this
document shall be determined as it would have been determined had the
person predeceased the execution of this declaration of trust without
surviving issue.”
On December 24, 2019, Dutton executed a “First Amendment to the
Trust” (First Amendment). That amendment still directed a single property
to be gifted to her granddaughter, but the remaining property was to be
distributed exclusively to Jensen. The First Amendment was prepared and
executed with a different law firm than the one that prepared the Trust. At
that same time, Dutton appointed Jensen as her power of attorney.
Approximately two weeks later, on January 8, 2020, Dutton executed a
revocation of the First Amendment after the attorney that prepared the Trust
explained the amendment’s legal effect to her.
On August 13, 2020, Dutton executed a “Notice of Revocation” of the
Trust (August Revocation). That revocation stated that Dutton
(1) “exercise[d] her power to revoke, in its entirety, the [Trust],” (2) “assigned
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all right, title, and interest in certain of the trust property to [Jensen],” and
(3) directed the trustee “to immediately transfer title” to such assets to
Jense
{# E23 (Nick, ruling section 1 answer 10): quoting a bill or a court opinion works
the way quoting a news article works. Select a passage above and the same panel
opens: the passage goes to the official you choose, with this document's own
address as its source and its own type. #}