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Local Probate Rules of Court
PROBATE RULE 11 CONSERVATORSHIPS
A. PETITION FOR APPOINTMENT OF CONSERVATOR
B. REFERRAL FOR INVESTIGATOR’S REPORT; TRANSMITTAL OF
DOCUMENTS TO COURT INVESTIGATOR
C. NOTICE OF HEARING
D. DUTIES OF CONSERVATOR
E. ATTENDANCE AT THE HEARING
F. CONTESTED MATTERS
G. PURCHASE OF HANDBOOK AND VIEWING OF FILM
H. ORDER APPOINTING CONSERVATOR
I. FILING OF INVENTORY AND APPRAISAL
J. LETTERS OF CONSERVATORSHIP OF THE ESTATE
K. ACCOUNTINGS
L. SALE OF CONSERVATEE’S RESIDENCE
M. CHANGE OF ADDRESS OF CONSERVATOR OR CONSERVATEE
N. REMOVAL OF CONSERVATEE FROM CALIFORNIA
O. APPOINTMENT OF LIMITED CONSERVATOR FOR THE
DEVELOPMENTALLY DISABLED
P. REMOVAL OF CONSERVATORSHIP
Q. TERMINATION OF CONSERVATORSHIP
R. DEATH OF CONSERVATEE
S. CONFIDENTIAL SUPPLEMENTAL INFORMATION
T. TEMPORARY CONSERVATORSHIPS
U. PRIVATE PROFESSIONAL CONSERVATORS
V. CONSERVATEES’ TRUST
W. NOTICE TO COURT INVESTIGATIONS UNIT OF SUBSTITUTED JUDGMENT
PETITIONS
A. PETITION FOR APPOINTMENT OF CONSERVATOR
(1) BONDS
Bond will ordinarily be required for the first year for the conservator of the estate,
even though the conservatee has signed a nomination of conservator waiving
bond. The provisions of Sections 4.C through
4.F of these rules apply
to conservators. The amount of the bond must include one year's
income from all sources of income of the conservatee, any sums required
under Probate Code § 2320(c), and the fair market value of real property for conservators
authorized to sell or encumber such property pursuant to Probate Code § 2590.
(Eff. 7/01/10)
(2) INDEPENDENT POWERS
A request for independent powers under Probate Codes §§ 2590 and 2591 will not be granted without
specifying each power requested and
the specific reasons for the need for each power requested.
(Eff. 1/01/08)
(3) MEDICAL TREATMENT POWER
A petition seeking authorization to give informed consent for medical
treatment of a conservatee must be supported by an appropriate declaration
on the Judicial Council form
as described below, furnishing evidence required by Probate Code § 813, stating that there is no form of medical treatment for which the conservatee has the capacity to give consent and the reasons therefore and
signed by a medical practitioner or licensed psychologist, which must be
filed with the Court prior to the hearing. This form may be filed as an
attachment to the Petition for Appointment of Conservator and served upon
all persons who receive the Petition. If this form is not attached to the
Petition, it must be served separately by mail or personally, at the option
of petitioner, upon the proposed conservatee. The petitioner may designate
the legal capacity form as confidential by attaching two Confidential
Document Cover Sheets (see
attached local form PB-4003) to it at the time it is filed. It is required
to use
Judicial Council form GC-335, "Capacity Declaration - Conservatorship," as described below:
(Eff. 1/01/09)
a. For a Conservatorship of the Person only, In Which No
Dementia Powers
Are Being Sought: California Rules of Court require the use of
Judicial Council form GC-335 to provide the evidence necessary to support a finding
by the Court that a conservatee lacks the capacity to give an informed
consent for any form of medical treatment.
b. For a Conservatorship of the Person only, With Request for Dementia
Powers: Attach
Judicial Council form GC-335A to
Judicial Council form GC-335.
(Eff. 7/01/04)
If the Petitioner is not able to obtain the cooperation of
an authorized declarant to complete the Capacity Declaration form,
petitioner or counsel may apply for an Ex Parte Order by submitting a
completed
Judicial
Council form GC-333, "Ex Parte Application for Order
Authorizing Completion of Capacity Declaration - HIPAA," and also
Judicial
Council form GC-334, "Ex Parte Order Re Completion of Capacity - HIPAA" to the Probate Counter Clerk for
issuance. It is recommended to have the signed order certified.
(Eff. 1/01/06)
(4) FILING PROCEDURES FOR CONSERVATORSHIP/GUARDIANSHIP
CALENDAR
All orders for appointment of conservator or guardian must be delivered to
the Probate Examiner's office four court days prior to the date of the
appointment hearing. All other papers (e.g., proofs of service) must be on
file or delivered to the Probate Examiner's office by 4 p.m. on the Friday
prior to the hearing.
(Eff. 1/01/09)
(5) EVIDENCE REQUIRED TO SUPPORT PETITION FOR CONSERVATORSHIP OF ESTATE
OR PERSON AND ESTATE
(Eff. 1/01/09)
Because a Conservatorship of the Estate or of the Person and
Estate is an adjudication that the conservatee lacks the legal capacity to enter into or make any transaction
that binds the estate, a petitioner who seeks appointment of a conservator of
the estate and is using a medical or psychological professional as declarant
must submit a
Judicial Council form GC-335, "Capacity Declaration - Conservatorship"
with attached local form
PB-4015, "Capacity Declaration - Conservatorship of the Estate
Attachment" attached, to provide evidence establishing that the proposed conservatee
suffers from a deficit in mental functions that significantly impairs the
proposed conservatee's capacity to make decisions, consistent with the
requirements of Probate Code § 811.
(Eff. 1/01/09)
If the petitioner who is not relying upon a medical or
psychological professional to complete the Capacity Declaration wishes to
seek appointment of a conservator of the estate, the petitioner must have a
lay declarant complete the "Layperson's Declaration re Legal Capacity"
attached local form PB-4016.
(Eff. 7/01/06)
The Capacity Declaration may be filed as an attachment to the Petition for
Appointment of Conservator and served upon all persons who receive the
Petition. If the Capacity Declaration is not attached to the Petition, it must be served
separately by mail or personally, at the discretion of the petitioner, upon
the proposed conservatee. The petitioner may designate the legal capacity
form as confidential by attaching two completed Confidential Document Cover
Sheets (see attached local form PB-4003) to it at the time it is filed.
(Eff. 7/01/06)
If the Petitioner is not able to obtain the cooperation of
an authorized declarant to complete the Capacity Declaration form,
petitioner or counsel may apply for an Ex Parte Order by submitting a
completed
Judicial
Council form GC-333, "Ex Parte Application for Order
Authorizing Completion of Capacity Declaration - HIPAA," and also
Judicial
Council form GC-334, "Ex Parte Order Re Completion of Capacity - HIPAA" to the Probate Counter Clerk for
issuance. It is recommended to have the signed order certified.
(Eff. 1/01/06)
B. REFERRAL FOR INVESTIGATOR'S REPORT; TRANSMITTAL OF
DOCUMENTS TO COURT INVESTIGATOR
A local form entitled "Referral for Investigator's Report--Conservatorship"
(attached form
PB-4002) must be completed and signed under penalty of perjury by the
proposed conservator and submitted at the time the petition is filed. This
form shall be confidential. The petitioner must provide copies of the
following documents, for use by the Court Investigator, with the Referral
form: (1) Petition for Appointment of Conservator and attachments; (2) Confidential Supplemental Information Form; (3) Legal Capacity Declaration; (4) all other documents submitted to the court as evidence
in the matter. All persons objecting to an appointment must submit a copy
of the objections and any other evidence to be filed in the matter to the
Court Investigator.
(Eff. 1/01/09)
C. NOTICE OF HEARING
The petitioner should determine how much time will be
required for any agency (e.g., Court Investigator's office, San Andreas
Regional Center, etc.) to complete its report or evaluation and set the
petition for hearing accordingly.
D. DUTIES OF CONSERVATOR
To assure that their duties and obligations are understood,
all proposed conservators must file with the Court, before Letters of
Conservatorship are issued, the Judicial Council form entitled "Duties of
Conservator." The form may be signed and submitted prior to the date set for
hearing. It is not necessary for proposed conservators to check boxes on
page 4 of the form relating to acquisition of the handbook. See Section
11.G.
E. ATTENDANCE AT THE HEARING
The proposed conservatee, if located in California, must
attend the hearing for appointment of a conservator unless:
(1) The proposed conservatee states to the Court Investigator that he or she
approves both the conservatorship and the proposed conservator(s) and does
not wish to attend; or
(2) The proposed conservatee states to the Court
Investigator that he or she objects either to the conservatorship or the
proposed conservator but chooses not to attend; or
(Eff. 1/01/09)
(3)
Judicial Council form GC-335, indicating a medical inability to attend,
has been filed. When filing a
Judicial Council form GC-335 to
provide evidence of a medical inability to attend, such reasons as
"senility," "hard of hearing," or "confused" are insufficient. Any condition
that would result in pain or potential medical harm to the conservatee is
acceptable, as is incontinence.
(Eff. 1/01/09)
If the Petitioner is not able to obtain the cooperation of
an authorized declarant to complete the Capacity Declaration form,
petitioner or counsel may apply for an Ex Parte Order by submitting a
completed
Judicial
Council form GC-333, "Ex Parte Application for Order
Authorizing Completion of Capacity Declaration - HIPAA," and also
Judicial
Council form GC-334, "Ex Parte Order Re Completion of Capacity - HIPAA" to the Probate Counter Clerk for
issuance. It is recommended to have the signed order certified.
(Eff. 1/01/06)
If the petitioner is represented by an attorney, the
attorney must always attend the hearing.
If the proceeding is for the establishment of a limited conservatorship, the
proposed conservatee should arrive one-half hour before the hearing to be
interviewed by the Public Defender.
(Eff. 7/01/02)
F. CONTESTED MATTERS
When a party becomes aware that a matter will be contested,
that party must advise the Court of the estimated time necessary to hear the
matter.
The Court's primary concern is the health and welfare of the conservatee.
Parties in a contested matter should be prepared to proceed on the day set
for hearing. The Court will ordinarily hear brief testimony of the objecting
parties and render a decision forthwith.
G. PURCHASE OF HANDBOOK AND VIEWING OF FILM
Before letters of conservatorship are issued, all
conservators (except corporate or institutional conservators) must obtain a
copy of the Handbook for Conservators published by the Judicial Council of
California and view a film on the duties and responsibilities of a
conservator. Proper proof of the purchase of the handbook and attendance of
the film viewing will be required. The handbook and local supplement will be
available for purchase at the probate clerk's office. The cost of the
handbook may be reimbursed from the conservatorship estate.
Viewing of the film is free of charge and is scheduled at the courthouse
on the day of the hearing to appoint conservator. A conservator who resides
out of the County of Santa Clara may arrange with his/her attorney to view
the film through the attorney's office, or may make arrangements to view the
film through the Court Investigation office of the conservator's county of
residence.
H. ORDER APPOINTING CONSERVATOR
On the Judicial Council form entitled "Order Appointing
Probate Conservator," paragraphs 7 and 21 concerning ability to vote should be left
blank. The Court will make its own determination at the hearing based upon
the Court Investigator's report. Paragraphs 9 and 20 concerning fees refer
only to Court-appointed counsel for the conservatee. These paragraphs do not
apply to the attorney for the conservator. In all cases, the following
information should be inserted at paragraph 11: Court Investigations Unit,
191 North First Street, San Jose, California 95113, telephone (408)
882-2761.
(Eff. 7/01/07)
I. FILING OF INVENTORY AND APPRAISAL
The Inventory and Appraisal and the Notice of How to File an
Objection must be filed and served within 90
days of appointment pursuant to Probate Code § 2610. A copy must also be
served on the Court Investigator. Where the conservatorship estate consists of community
property managed by a nonconservatee spouse or registered domestic partner, who either is or is not the
conservator, the community property is not administered as part of the conservatorship estate, should not be part of the inventory, and should not
be accounted for. See Probate Code § 3051.
(Eff. 1/01/08)
At the time of appointment, the Court will set a compliance
review appointment 94 calendar days after the appointment to confirm that
the Inventory and Appraisal and Notice of How to File an Objection have been filed
and served. If the Inventory and Appraisal is not on file at that time, the Court may issue an order to produce the
Inventory and Appraisal, which will be served by certified mail on the
conservator and on the attorney for the conservator.
(Eff. 7/01/08)
J. LETTERS OF CONSERVATORSHIP OF THE ESTATE
The conservator is advised to record letters of
conservatorship of the estate in any county where real property belonging to
the conservatee is located. (Probate Code § 1875.)
K. ACCOUNTINGS: REFERRAL TO COURT
INVESTIGATOR
At the time of filing of the conservator's accounting, a
"Referral For Investigator's Report" form (attached
form PB-4002) must be submitted,
attached to a copy of the accounting, for review by the Court Investigator.
See also Section 9.A.(1) and (2) on the format of accountings and on accounting compliance dates.
(Eff. 7/01/10)
L. SALE OF CONSERVATEE'S RESIDENCE
The sale of the conservatee's residence (including a mobile
home) will not be approved by the Court until a Court Investigator's report
showing the necessity for the sale is on file. The conservator must file a
declaration complying with Probate Code §2540(b) whenever the
conservator seeks authorization to sell the conservatee's present or former
personal
residence. A copy of the notice of the hearing and the required declaration,
as well as any petition filed regarding the sale, must be sent to the Court
Investigator with the required "Referral for Investigator's Report" form.
Sale of the residence must comply with the procedures required for sale of
real or personal property and Probate Code § 2591.5.
(Eff. 1/01/08)
M. CHANGE OF RESIDENCE OF CONSERVATOR OR CONSERVATEE
A copy of the Notice of Intention to Change Residence of the
Conservatee, and also the notice of Change of Residence of the conservator or conservatee,
must be filed with the Court and mailed to the Court Investigator.
This is in addition to the notice requirements of Probate Code § 2352
(Eff. 7/01/08)
N. REMOVAL OF CONSERVATEE FROM CALIFORNIA
A conservatee who is under a conservatorship of the person
and who is a California resident may be moved from California only upon
first obtaining the permission of the Court. Unless a longer period is
otherwise specified by the Court, the conservatee must be returned to
California within 4 months unless a conservatorship proceeding (or its
equivalent) is commenced in the place of the new residence. If a conservatee
is not returned to California, the conservator must file a declaration
showing proof of the establishment of the conservatorship (or its
equivalent) in the new jurisdiction. (See Probate Code § 2352.) Petitioner
must submit a local form entitled “Referral for Investigator’s Report”
(attached form
PB-4002) upon the filing of a petition to move a conservatee from
California and must attach a copy of the notice of hearing and a copy of the
petition to the referral form for review by the Court Investigator.
(Eff. 7/01/06)
O. APPOINTMENT OF LIMITED CONSERVATOR FOR THE
DEVELOPMENTALLY DISABLED
If the requested conservatorship is for a developmentally
disabled adult, the proceedings must comply with the limited conservatorship
code sections, even though the petition requests establishment of a general
conservatorship as an alternative.
A copy of the notice of hearing and the petition must be sent to the Public
Defender assigned to the conservatorship calendar and to the appropriate
Regional Center. The addresses for the local agencies are:
| Probate Deputy |
|
San Andreas Regional Center |
| Office of the Public Defender |
|
Attn: Regional Center Psychologist |
| 120 W. Mission Street |
|
P.O. Box 50002 |
| San Jose, California 95110 |
|
San Jose, California 95150 |
P. REMOVAL OF CONSERVATOR
Individuals requesting removal of a conservator may petition
the Court for an order for removal. The petitioner may use the local form
entitled Petition to Remove Conservator (attached form
PB-4040). Anyone objecting to a petition to remove the conservator
may use the local form entitled Objection to Petition to Remove Conservator (attached form PB-4035).
(Eff. 1/01/08)
Q. TERMINATION OF CONSERVATORSHIP
Petitioner must submit a local form entitled "Referral for
Court Investigator - Conservatorship" (attached
local form PB-4002) upon the filing of a petition to
terminate a conservatorship and must attach a copy of the notice of
hearing and a copy of the petition to the referral form for review by the
Court Investigator.
(Eff. 1/01/08)
Upon termination of a conservatorship, all claims filed by
the Court Investigator's unit for its services, unless waived, must be paid
before the Court will sign an order settling the final account. See CRC 7.1052 and 7.1054.
(Eff. 7/01/04)
R. DEATH OF CONSERVATEE
(1) TERMINATION UPON DEATH WHEN ACCOUNT IS DUE
Upon the death of the conservatee, the conservator shall turn over the
conservatee’s assets to the appointed personal representative or, if none,
to the person or persons entitled thereto, less a reasonable reserve for
closing expenses and attorney and conservator fees.
(Eff. 7/01/05)
The conservator's final account shall include an account for
the period ending on
the date of death of the conservatee, and shall show
all property on hand as of the date of death of the conservatee.
Additionally, pursuant to Probate Code § 2620(b), a supplemental accounting, to be incorporated in
the final account and report, shall reflect all post-death transactions and
show property on hand as of the filing of the accounting. If a personal representative has been appointed in a probate
proceeding following the death of the conservatee, then the probate case
number must be set forth in the final report and account.
(Eff. 1/01/09)
(2) TERMINATION UPON DEATH WHEN NO ACCOUNT IS DUE
Upon the death of the conservatee, if no account is due, the conservator
must file a notice of death of conservatee with a photocopy of the
conservatee's death certificate attached and must serve a copy of the notice
on the Court Investigator.
S. CONFIDENTIAL SUPPLEMENTAL INFORMATION
(Eff. 1/01/09)
The supplemental information required of conservators by Probate
Code § 1821(a) at appointment must be filed on
Judicial Council form GC-312 ("Confidential Supplemental Information")
separately from the petition and must have two completed Confidential
Document Cover Sheets (see
attached local form PB-4003) attached. This
Confidential Supplemental Information form must be verified (Probate Code § 1021).
(Eff. 1/01/09)
T. TEMPORARY CONSERVATORSHIPS
(1) PETITION FOR APPOINTMENT
The petition for appointment of a temporary conservator may be filed only with
or after the filing of a petition for appointment of a permanent
conservator. The petition must state facts establishing the urgency
requiring the appointment of a temporary
conservator. A situation requiring immediate action to protect the health,
welfare, or the estate of the proposed conservatee will be sufficient.
Ordinarily, a situation requiring immediate action constitutes good cause.
(Eff. 1/01/08)
(2) IMMEDIATE NOTIFICATION OF COURT INVESTIGATOR
Petitioner or petitioner's attorney should contact the Court
Investigator's Office at (408) 882-2761 as soon as possible when it appears
that a temporary conservatorship may be requested in order that the
Investigator can begin the investigation and report necessary for the
appointment of a temporary conservator.
(Eff. 1/01/09)
(3) PRIOR REVIEW OF PETITION
All petitions for a temporary conservatorship must be presented to the
Probate Examiner's office for review before presentation to the Court.
(4) NOTICE
Since a petition for temporary conservatorship is ordinarily filed only in
cases requiring immediate action, the Court may dispense with the 5-day
notice requirement. Petitioner must comply with the requirements of CRC
7.1062. If notice is dispensed with by the Court, the petition may be heard
on an ex parte basis.
(Eff. 7/01/08)
(5) LETTERS OF TEMPORARY CONSERVATORSHIP
Letters of temporary conservatorship expire on the appointment of a general
conservator. Letters of temporary conservatorship should be recorded in
counties where conservatees possess real property. (See Probate Code § 1875.) When the temporary conservator will come into possession of personal
property of the conservatee, bond as provided in Rule 11.A.(1)
of these rules must be posted before temporary letters of conservatorship of the
estate can be issued.
(Eff. 7/01/07)
(6) POWERS OF TEMPORARY CONSERVATOR
The temporary conservator has only those powers allowed by the Probate Code
or specifically granted by the Court. The Court generally grants only the
powers necessary to meet the situation that has caused the application for a
temporary conservatorship. There is no provision in the law for granting
exclusive medical powers under a temporary conservatorship, absent a hearing
for a grant of powers under Probate Code §1880, et seq. A temporary
conservator may also seek authorization to give consent for treatment under
Probate Code § 2357. The court requires that there be a grant of
exclusive medical powers under section 1880 for there to be a grant of
powers under Probate Code § 2356.5.
(Eff. 7/26/00)
(7) CHANGE OF RESIDENCE OF TEMPORARY CONSERVATEE
When the residence of a temporary conservatee is proposed to be changed, the
hearing must be calendared for the first Tuesday afternoon conservatorship
appointment calendar following the date of filing of the petition. A
"Referral for Court Investigator - Conservatorship" form
(attached local form PB-4002) must be submitted when the
petition is filed, and a copy of the petition must be attached to the
referral and submitted to the clerk at that time. See Probate Code § 2253.
(Eff. 1/01/08)
U. PRIVATE PROFESSIONAL CONSERVATORS
(1) APPOINTMENT OF PROFESSIONAL FIDUCIARY AS CONSERVATOR
(Eff. 1/01/09)
A person seeking appointment as a professional conservator must
be licensed as a professional fiduciary as defined in Business &
Professions Code §§ 6500 et seq. before the Superior Court can make
such appointment. All pleadings filed by a professional fiduciary must
include the fiduciary's license number as issued by the Professional
Fiduciary Bureau.
(Eff. 1/01/09)
(2) DISCLOSURE OF FEE SCHEDULE
At the time a private professional conservator is nominated to serve as
conservator, the petitioner must attach the private professional's fee schedule to the
petition for appointment of conservator and must serve the fee schedule as
part of the petition upon all persons entitled to service of the petition
under Probate Code § 1822 and also to the Court Investigator. If the Court appoints a private
professional fiduciary who was not nominated in the petition as a temporary
conservator, the
private professional must attach his/her fee schedule to the order appointing
temporary conservator at the time the order is
filed with the Court and must mail a copy of the fee schedule to all persons
entitled to service of the petition under Probate Code § 1822 and also to
the Court Investigator.
(Eff. 7/01/08)
(3) FILING OF ESTIMATED FEES; COMPLIANCE HEARING
Unless the court otherwise orders, at the time of the appointment, the Court
must order the private professional conservator to file with the Court a
plan of estimated fees of the private professional conservator, his or her
staff, and his or her counsel, to cover the first year of the
conservatorship, and to serve a copy of the plan of estimated fees on all
persons entitled to notice of the original petition under Probate Code
§ 1822, the Court Investigator, and any persons who have requested special notice.
The Court must set a date not more than 94 calendar days after
the appointment for a compliance hearing, which shall be a nonappearance matter if the plan of estimated fees
has been filed. If the plan of estimated fees is not on file at that time,
the Court must issue an order to produce the plan of estimated fees, which
must be served by certified mail on the conservator and on the attorney for
the conservator. The plan of estimated fees is not binding upon the
conservator and/or counsel. All conservator fees and attorney fees are
subject to review and approval by the Court, pursuant to Probate Code § 2640 et seq.
(Eff. 7/01/08)
V. CONSERVATEES’ TRUSTS
(1) When a conservator or some other person seeks an order
under the doctrine of substituted judgment to create a trust that contains
assets of the conservatee, the petition should provide detailed information
demonstrating that the proposed trustee is qualified to be appointed as a
trustee of the trust. In addition, the proposed trust must comply with all
provisions required in CRC 7.903, including but not limited to requiring a
bond for the trustee and periodic accountings to the Court. The proposed
trust should be attached to the petition as an exhibit. At the time of
filing of the trustee's accounting, a "Referral for Investigator's Report"
form (attached local form PB-4002)
must be submitted, attached to a copy of the accounting, for review by the
Court Investigator. See also Section 9.A. (1) and (2) on the format of
accountings and on accounting compliance dates.
(Eff. 7/01/10)
If the
conservator of the estate is named trustee, the conservator may elect to
treat the trust estate as part of the conservatorship estate for purposes of
bond and accounting and shall not be required to post a separate bond as
trustee. The trustee must file the trust, the court order approving
establishment of the trust, and the trustee's bond, if applicable, in a new
file with a probate file number, and the filing should take place within 30
days after court approval of the trust. The trust may be filed as a
confidential document by attaching two copies of the
Confidential Document Cover Sheet. (See
attached local form PB-4003.)
(Eff. 1/01/10)
(2) When a conservator or some other person seeks
appointment of a successor trustee of the conservatee's existing living
trust, the court may require the successor trustee to post a bond, place the
trust under court supervision, and provide accountings for the trust
parallel to the accounting schedule of the conservatorship. In such case,
the trustee must file the trust, the court order approving the trust, and
the bond, in a new file with a probate file number, and the filing should
take place within 30 days after court approval of the appointment of the
successor trustee, as the case may be. The trust may be filed as a
confidential document by attaching two copies of
attached local form PB-4003, the
Confidential Document Cover Sheet.
(Eff. 7/01/10)
W. NOTICE TO COURT INVESTIGATIONS UNIT OF
SUBSTITUTED JUDGMENT PETITIONS
Whenever a petition for substituted judgment is brought, the
petitioner shall complete the local form entitled "Referral for
Court Investigator - Conservatorship" (attached local
form PB-4002) and must attach a copy of the notice of hearing and a
copy of the petition to the referral form for review by the Court
Investigator.
(Eff. 1/01/08)
Probate Rules: Summary -
Intro - 1 -
2 - 3 -
4 - 5 -
6 - 7 -
8 -
9 -
10 -
11 -
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16 -17
List of attached Probate local forms
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