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ONLINE TABLE OF CONTENTS

FORM ATTACHMENTS TO LOCAL PROBATE RULES

INTRODUCTION

1 ADMINISTRATION AND GENERAL POLICIES

A. VENUE
B. CONSOLIDATION
C. PROBATE CALENDAR
D. TELEPHONIC APPEARANCE
E. DEADLINE FOR SUBMITTING PROPOSED ORDERS IN UNCONTESTED MATTERS
F. OBJECTIONS
G. CONTESTED MATTERS
H. APPROVED MATTERS
I. CONTINUANCES
J. APPOINTMENTS
K. WITHDRAWAL OF ATTORNEY OF RECORD
L. COURT COMMUNICATION REGARDING RESTRAINING ORDERS
M. PRIVACY REQUIREMENTS FOR DOCUMENTS FILED IN PROBATE MATTERS
N. COURT INVESTIGATOR REPORTS

2 NOTICES, PETITIONS, DECLARATIONS, AND ORDERS

A. PREPARATION OF NOTICES, PETITIONS, DECLARATIONS, ORDERS AND PRINTED PROBATE FORMS
B. SIGNATURE BY ATTORNEY
C. NOTICE
D. NOTICE TO PERSONS WHOSE ADDRESSES ARE UNKNOWN
E. PETITIONS FOR EX PARTE ORDERS
F. PROBATE ORDERS
G. ORDERS CORRECTING CLERICAL ERRORS
H. LATE FILINGS
I. FACSIMILE FILING

3 APPOINTMENT OF EXECUTORS AND ADMINISTRATORS

A. LETTERS OF SPECIAL ADMINISTRATION
B. PETITION FOR PROBATE OF WILL OR CODICIL
C. ALLEGATIONS RE HEIRS, BENEFICIARIES, AND FIDUCIARIES
D. PUBLICATION
E. LETTERS
F. DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE FORM
G. REMOVAL OF PERSONAL REPRESENTATIVE

4 BONDS

A. AMOUNT OF BOND UNDER INDEPENDENT ADMINISTRATION
OF ESTATE ACT (IAEA)
B. NON-RESIDENT PERSONAL REPRESENTATIVE
C. INCREASE OR DECREASE IN AMOUNT OF BOND
D. REDUCTION OF BOND IN FOLLOWING YEARS BY DEPOSITING ASSETS IN BLOCKED ACCOUNT AND PROVIDING RECEIPTS
E. BOND ON BORROWING
F. BOND NOT REQUIRED WHERE TRUST COMPANY SERVES AS FIDUCIARY

5 THE INDEPENDENT ADMINISTRATION OF ESTATES ACT

A. PETITION FOR AUTHORITY TO ADMINISTER ESTATE PURSUANT TO THE INDEPENDENT ADMINISTRATION OF ESTATES ACT (IAEA)
B. EXTENT OF POWER DEPENDENT ON DATE LETTERS ISSUED
C. REPORT OF ACTIONS TAKEN UNDER THE IAEA
D. FILING NOTICE OF PROPOSED ACTION WITH COURT

6 FAMILY ALLOWANCE

A. BY PETITION TO THE COURT
B. BY THE PERSONAL REPRESENTATIVE PURSUANT TO THE INDEPENDENT ADMINISTRATION OF ESTATES ACT
C. INCOME AND EXPENSE DECLARATION

7 SALE UNDER COURT SUPERVISION

A. PUBLICATION OF NOTICE OF INTENTION TO SELL
B. PETITION FOR CONFIRMATION OF SALE OF REAL PROPERTY;
SALE PROCEDURE

8 PETITION FOR INSTRUCTIONS AND OTHER INSTRUCTIONS

A. PETITION FOR INSTRUCTIONS
B. APPOINTMENT OF SUCCESSOR TRUSTEE

9 ACCOUNTS, REPORTS, FEES COMMISSIONS, AND DISTRIBUTION

A. FORM OF ACCOUNTS
B. ALLEGATIONS REGARDING CREDITOR’S CLAIMS AND REPORT OF ACTIONS TAKEN UNDER IAEA
C. FRANCHISE TAX BOARD CERTIFICATE
D. STATUTORY COMMISSIONS AND FEES
E. COMPENSATION FOR EXTRAORDINARY SERVICES
F. COSTS
G. COMPENSATION
H. NO COMPENSATION WITHOUT COURT ORDERS
I. PROPERTY TO BE DISTRIBUTED AND DISTRIBUTEES MUST BE LISTED
J. AGREEMENTS FOR DISTRIBUTION OF ASSETS
K. FILING OF RECEIPTS FOR PRELIMINARY DISTRIBUTIONS

10 SPOUSAL OR REGISTERED DOMESTIC PARTNER PROPERTY PETITIONS

A. WHEN FILED WITH PETITION FOR PROBATE
B. SURVIVORSHIP CONDITION IN WILL

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: REFERRAL TO COURT INVESTIGATOR
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 CONSERVATOR
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

12 GUARDIANSHIPS

A. GUARDIAN OF MINOR’S ESTATE
B. PETITION FOR APPOINTMENT OF GUARDIAN OF MINOR’S PERSON
C. OBJECTION TO GUARDIANSHIP
D. DUTIES OF GUARDIAN
E. ATTENDANCE AT THE HEARING
F. CONTESTED GUARDIANSHIP
G. CHANGE OF RESIDENCE OF GUARDIAN OR WARD
H. USE OF WARD’S ASSETS FOR SUPPORT
I. ACCOUNTINGS
J. TERMINATION OF GUARDIANSHIP OF THE PERSON
K. TEMPORARY GUARDIANSHIPS
L. REMOVAL OF GUARDIAN
M. VISITATION
N. FIXING RESIDENCE OF A WARD OUTSIDE CALIFORNIA

13 GUARDIAN AD LITEM AND COMPROMISES OF CLAIMS OF MINORS AND PERSONS WITH A DISABILITY

A. GUARDIAN AD LITEM
B. WHERE PETITIONS ARE PRESENTED
C. CONTENTS OF PETITION
D. PRESENCE OF MINOR OR PERSON WITH A DISABILITY
E. EX PARTE PETITIONS
F. ATTORNEY’S FEES
G. MEDICAL MALPRACTICE MATTERS
H. DISTRIBUTION
I. FUNDS IN BLOCKED ACCOUNT IN NON-GUARDIANSHIP CASES
J. TRANSFER OF FUNDS OF A MINOR OR A PERSON WITH A DISABILITY TO A TRUST

14 COMPENSATION OF REFEREES

15 MINOR’S EMANCIPATION

A. DEPARTMENT
B. INVESTIGATION
C. REPRESENTATION
D. STATEMENT
E. APPEARANCE

16 REMOVAL OF TRUSTEE

17 NAME CHANGE

A. DEPARTMENT
B. AGE OF MINOR
C. WRITTEN CONSENT

FORM ATTACHMENTS TO LOCAL PROBATE RULES

Rule Summaries: Civil - Criminal - Family - Juvenile - Probate - General