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Superior Court of California - County of San Diego: General Information: Rules of Court: ROC Division IV - Probate

2014 - Division IV – Probate

The following chapters are contained in the document above:


Chapter 1:
Departmental Administration and Organization

4.1.1 Address, Phone and Hours for Probate Examining Division (Rev. 1/1/2011)
4.1.2 Filing Location (Renum. 1/1/2012)
4.1.3 Viewing Paper and/or Electronic Files in the Probate Business Office (Adopted 1/1/2014)

Chapter 2:
Testamentary Documents; Consolidation; Sanctions

4.2.1 Backing on Papers Filed (Rev. 1/1/2008.)
4.2.2 Consolidation with the Lowest Number and Notice of Related Case/Petition (Rev. &Renum. 1/1/2009)
4.2.3 Sanctions (Rev. 1/1/2012)

Chapter 3:
Pleadings: Form of Papers Presented for Filing

4.3.1 Format Requirements and Copies (Rev. 1/1/2014)
4.3.2 Filing Documents for Calendared Matters (Rev. 1/1/2014)
4.3.3 Use of Judicial Council Forms (Rev. &Renum. 1/1/2012)
4.3.4 Affidavits and Declarations Under Penalty of Perjury (Rev. 1/1/2012)
4.3.5 Complete Address in Petition or Report (Rev. 1/1/2012)
4.3.6 Multiple Minors and Conservatees (Rev. 1/1/2012)

Chapter 4:
Settings, Assignments and Continuances

4.4.1 Calendar Settings of Probate Matters (Rev. 1/1/2010)
4.4.2 Probate Hearing Once Noticed Cannot be Advanced (Renum. 1/1/2006)
4.4.3 Continuances of Hearings on Petitions (Rev. 1/1/2012)
4.4.4 Setting Matters Already on File (Rev. 1/1/2013)
4.4.5 Telephonic Appearances (Rev. 1/1/2012)

Chapter 5:
Notices

4.5.1 General (Renum. and Moved on 1/1/2014)
4.5.2 Additional Notice Requirements (Rev. 1/1/2013)
4.5.3 Proof of Service (Rev. 1/1/2010)
4.5.4 Notice Re Letters of Special Administration (Rev. 1/1/2010)
4.5.5 Notice to Persons Requesting Special Notice (Renum. 1/1/2006)
4.5.6 Notices to Trust Beneficiaries (Renum. 1/1/2006)
4.5.7 Reserved for Future Use (Former Rules 4.5.6 & 4.5.7 moved to 4.5.1 on 1/1/2014)
4.5.8 Compliance with Notice - Medi-Cal and California Victim Compensation and Government Claims Board (Renum. 1/1/2013)
4.5.9 Notice to Prior Representative or Counsel (Rev. 1/1/2014)
4.5.10 Conservatorship Notices (Renum. 1/1/2013)

Chapter 6:
Calendar Notes and Hearings

4.6.1 Availability of Probate Examiner’s Notes and Clearing of Defects (Rev. 1/1/2014)
4.6.2 Telecourt (Rev. 1/1/2012)
4.6.3 Appearances (Adopted 1/1/2012)

Chapter 7:
Orders and Bonds

4.7.1 Preparation of Orders (Rev. 1/1/2014)
4.7.2 Material to be Included in Probate Orders (Rev. 1/1/2013)
4.7.3 Riders and Exhibits (Renum. 1/1/2006)
4.7.4 Orders for Continuing Payment Must Have a Maximum Time Limit (Renum. 1/1/2006)
4.7.5 Application for Ex Parte Orders - Generally (Rev. 1/1/2014)
4.7.6 Matters Which May be Heard Ex Parte (Renum. 1/1/2012)
4.7.7 Communications with the Court (Rev. 1/1/2009)
4.7.8 Nunc Pro Tunc Orders Correcting Clerical Errors (Rev. 1/1/2010)
4.7.9 Bond Requirements/Blocked Accounts (Rev. &Renum. 1/1/2013)
4.7.10 Bonds; Additional Bond (Rev. 1/1/2007)
4.7.11 Deposited Funds (Rev. 1/1/2009)

Chapter 8:
Appointment of Executors and Administrators

4.8.1 Letters Issued in Decedent’s Estates (Rev. 1/1/2014)
4.8.2 Allegations in Petitions Re: Beneficiaries (Rev. 1/1/2014)
4.8.3 Notice to Foreign Consul (Rev. 1/1/2013)
4.8.4 Multiple Testamentary Instruments – Proof (Renum. 1/1/2014)
4.8.5 Will With Deletions or Interlineations (Renum. 1/1/2014)
4.8.6 Bonding of Personal Representatives(Renum. 1/1/2014)
4.8.7 Declinations and Consents to Serve (Renum. 1/1/2014)
4.8.8 Continuance to Permit Filing of Contest (Renum. 1/1/2014)
4.8.9 Multiple Representatives (Renum. 1/1/2014)
4.8.10 (Renum. 1/1/2014)
4.8.11 (Del. 1/1/2014)

Chapter 9:
Summary Proceedings

4.9.1 Petition to Set Aside Small Estate (Rev. 1/1/2012)
4.9.2 Spousal Property Petition (Rev. 1/1/2014)
4.9.3 Proceedings to Establish Fact of Death (Rev. 1/1/2011)

Chapter 10:
Independent Administration

4.10.1 Independent Administration (Rev. 1/1/2011)

Chapter 11:
Miscellaneous Petitions

4.11.1 Petition for Instructions (Rev. 1/1/2008)
4.11.2 Petition to Determine Title to Real or
Personal Property (Prob. Code, § 850) (Renum. 1/1/2006)
4.11.3 Petition to Determine Persons Entitled to Distribution (Prob. Code, §§ 11700-11705) (Renum. 1/1/2006)
4.11.4 Petition for Family Allowance (Prob. Code §§ 6540-6545) (Rev. 1/1/2012)
4.11.5 Petition for Authority to Operate a Business (Prob. Code § 9760) (Rev. 1/1/2012)
4.11.6 Petition for Authority to Borrow (Prob. Code §§ 9800-9807) (Renum. 1/1/2006)
4.11.7 Petition for Authority to Retain an Attorney (Rev. 1/1/2007)
4.11.8 Joinder in Pleadings (Rev. 1/1/2012)
4.11.9 Community Property Transactions (Rev. 1/1/2013)
4.11.10 Petition for Transfer ofCase to Another County (Rev. 1/1/2012)
4.11.11 Petition for Authority to Continue Administration (Renum. 1/1/2013)
4.11.12 Petition to Appoint Guardian ad Litem (Renum. 1/1/2013)

Chapter 12:
Creditor's Claims

4.12.1 Notice to Creditors (Rev. &Renum. 1/1/2006)
4.12.2 Filing Creditors' Claims (Renum. 1/1/2006)
4.12.3 Creditors' Claims of Personal Representatives or Counsel (Rev. 1/1/2013)
4.12.4 Payment of Claims and Debts (Renum. 1/1/2006)
4.12.5 Special Creditors' Claims (Renum. 1/1/2006)

Chapter 13:
Sales

4.13.1 Publication of Notice of Sale of Real Property (Rev. 1/1/2012)
4.13.2 Vesting of Title to Property (Rev. 1/1/2009)
4.13.3 Bond on Sale of Real Property (Rev. 1/1
4.13.4 Exclusive Listings for the Sale of Real Property (Rev. 1/1/2012)
4.13.5 Commissions on Sale of Real Property (Rev. 1/1/2007)
4.13.6 Sale of Real Property When Buyer Assumes Encumbrance: Necessity for Minimum Deposit (Rev. 1/1/2012)
4.13.7 Sale of Specifically Devised Property (Renum. 1/1/2006)
4.13.8 Personal Property Must Be Appraised Before Sale (Renum. 1/1/2006)
4.13.9 Sales of Mobile Homes (Renum. 1/1/2006)
4.13.10 Sales of Securities (Renum. 1/1/2006)
4.13.11 Overbids (Renum. 1/1/2006)
4.13.12 Increased Bid Forms (Renum. 1/1/2006)
4.13.13 Allowance of Commissions Upon Overbid (Renum. 1/1/2006)

Chapter 14:
Inventory and Appraisal

4.14.1 Preparation of Inventory and Appraisal (Rev. &Renum. 1/1/2012)
4.14.2 Correcting Inventory and Appraisal (Renum. 1/1/2006)
4.14.3 Petition for Waiver of Appraisal by Referee (Renum. 1/1/2006)

Chapter 15:
Accounts and Reports

4.15.1 Required Form of Accounts (Rev. 1/1/2011)
4.15.2 Bank Letters and Statements (Rev. 1/1/2013)
4.15.3 Allegations Re: Claims (Renum. 1/1/2006)
4.15.4 Reporting Payment of Debts (Renum. 1/1/2006)
4.15.5 Allegation Re: Character of Property (Renum. 1/1/2014)
4.15.6 Vouchers (Renum. 1/1/2014)
4.15.7 Damages for Wrongful Death and for Physical Injury of Decedent (Renum. 1/1/2014)
4.15.8 Supplemental Accountings with Final Discharge (Renum. 1/1/2014)
4.15.9 Accounts and Reports of Conservators and Guardians of Estate (Renum. 1/1/2014)
4.15.10 Required Form of Conservator and Guardian Accounts (Renum. 1/1/2014)
4.15.11 Waiver of Account Involving Public Benefit Payments (Rev. &Renum. 1/1/2014)
4.15.12 Report of Guardian of Person (Renum. 1/1/2014)
4.15.13 Report of Court Appointed Attorney and Guardian ad Litem (Rev. &Renum. 1/1/2014)

Chapter 16:
Fees, Commissions and Cost Reimbursement

4.16.1 Probate EstateAdministration (Rev. 1/1/2011)
4.16.2 Fees and Commissions in Trusts, Conservatorships, and Guardianships (Rev. 1/1/2014)
4.16.3 Periodic Payments to Trustees (Adopted 1/1/2011)

Chapter 17:
Distribution

4.17.1 Distribution to Minor (Rev. 1/1/2011)
4.17.2 Distribution Under Probate Code Section 13101 Affidavit (Renum. 1/1/2006)
4.17.3 Blocked Accounts (Renum. 1/1/2006)
4.17.4 Distribution to Deceased Beneficiary (Renum. 1/1/2006)
4.17.5 Assignment of Interest in Estate (Rev. 1/1/2011)
4.17.6 Preliminary Distribution Bond (Renum. 1/1/2006)
4.17.7 Receipts on Preliminary Distribution (Rev. 1/1/2013)
4.17.8 Receipts on Final Distribution (Rev. 1/1/2011)
4.17.9 Property to be Distributed Must Be Listed (Renum. 1/1/2013)
4.17.10 Requests to Withhold Funds from Final Distribution (Rev. 1/1/2009)

Chapter 18:
Conservatorships

4.18.1 Conservatorship Orientation Program (Rev. 1/1/2011)
4.18.2 Temporary Conservatorships (Rev. 1/1/2014)
4.18.3 Petition for Appointment of Conservator; Allegations and Notice Requirements; Supplemental Information (Rev. 1/1/2014)
4.18.4 Capacity to Give Informed Consent for Medical Treatment (Renum. 1/1/2014)
4.18.5 Dementia Authority(Rev. &Renum. 1/1/2014)
4.18.6 Independent Powers: Sale of Residence (Renum.1/1/2014)
4.18.7 Consent of Conservator to Act (Renum. 1/1/2014)
4.18.8 Court Investigation/Response to Court Investigator’s Report
4.18.9 Limited Conservatorships (Renum. 1/1/2014)
4.18.10 Appointment of Counsel for Conservatee or Patient (Renum. 1/1/2014)
4.18.11 Successor Conservator (Renum. 1/1/2014)
4.18.12 Conservatorship Assessments (Rev. &Renum. 1/1/2014)
4.18.13 Investments by Conservator (Renum.1/1/2014)
4.18.14 Substituted Judgments in Conservatorships Probate Code section 2580 (Rev. &Renum. 1/1/2014)
4.18.15 Fees for Conservators and Counsel (Renum. 1/1/2014)
4.18.16 EADACPA Proceedings (Renum. 1/1/2014)
4.18.17 Court Ordered Review Hearings (Rev. &Renum. 1/1/2014)

Chapter 19:
Guardianships

4.19.1 Temporary Guardianships (Rev. 1/1/2011)
4.19.2 Petition for Appointment of Guardian: Jurisdiction (Rev. 1/1/2011)
4.19.3 Co-Habitant of Proposed Guardian (Rev. 1/1/2011)
4.19.4 Proceedings to Have Child Declared Free From Custody and Control of
One or Both Parents (Rev. &Renum. 1/1/2006)
4.19.5 Investigation (Rev. 1/1/2013)
4.19.6 Additional Powers (Renum. 1/1/2014)
4.19.7 Investments by Guardian (Renum. 1/1/2014)
4.19.8 Request for Use of Minor's Assets (Renum. 1/1/2014)
4.19.9 Fees and Commissions in Guardianships (Renum. 1/1/2014)

Chapter 20:
Trusts

4.20.1 Testamentary Trust Accounts (Renum. 1/1/2014)
4.20.2 Petition to Determine Title in Trust Matters (Probate Code section 850-Heggstad) (Renum. 1/1/2014)
4.20.3 Identification of Persons Entitled to Notice (Renum. 1/1/2014)
4.20.4 Trusts Established Before Decree of Distribution (Renum. 1/1/2014)
4.20.5 Special Needs Trusts (Renum. 1/1/2014)
4.20.6 Fees and Commissions in Trusts(Renum. 1/1/2014)
4.20.7 Petitions for Modifications or Termination of Trusts (Rev. &Renum. 2014)
4.20.8 Petitions for Appointment of a Successor Trustee (Adopted 1/1/2014)

Chapter 21:
Miscellaneous

4.21.1 Withdrawal of Counsel of Record (Rev. 1/1/2014)
4.21.2 Appointment of Probate Referees (Renum. 1/1/2006)
4.21.3 Settlements Involving Charities (Renum. 1/1/2014)
4.21.4 Dismissal of Proceedings (Rev. &Renum. 1/1/2014)
4.21.5 Disclosure by Conservators, Guardians, and Attorneys (Renum. 1/1/2014)
4.21.6 Court Appointment: Proof of Insurance (Rev. &Renum. 1/1/2014)

Chapter 22:
Contested Matters

4.22.1 Introduction (Rev. 1/1/2012)
4.22.2 Filing of Petitions and Contests and Setting Contested Matters for Hearing (Rev. 1/1/2013)
4.22.3 Service of Notice (Renum. 1/1/2006)
4.22.4 Filing of Objections (Rev. 1/1/2013)
4.22.5 Determination of Contested Matters (Rev. 1/1/2013)
4.22.6 Meet and Confer, Joint Case Management Report (Rev. 1/1/2010)
4.22.7 Case Management Conference (Rev. 1/1/2013)
4.22.8 Trial Readiness Conference Report/Advance Trial Review Order (Rev. 1/1/2013)
4.22.9 Trial Readiness Conference; Sanctions (Rev. 1/1/2011)
4.22.10 Mandatory Settlement Converence (MSC) (Rev. 1/1/2014)
4.22.11 Trial Briefs and Motions in Limine (Rev. 1/1/2013)
4.22.12 Mediation Statements and Documents not Admissible Evidence (Rev. &Renum. 1/1/2014)

Chapter 23:
Law and Motion and Discovery Matters

4.23.1 Preliminary Definitions and Procedure (Rev. &Renum. 1/1/2010)
4.23.2 Applicability of Division Two in Probate Proceedings (Rev. &Renum. 1/1/2009)
4.23.3 Filing Motion Papers (Rev. 1/1/2013)
4.23.4 Hearings (Rev. 1/1/2010)
4.23.5 Filingand Serving Opposition or Support Papers on Motion (Rev. 1/1/2010)
4.23.6 Filing of Proof of Service (Renum. 1/1/2014)
4.23.7 Tentative Rulings (Renum. 1/1/2014)



2013 - Division IV – Probate

The following chapters are contained in the document above:


Chapter 1:
Departmental Administration and Organization

4.1.1 Address, Phone and Hours for Probate Examining Division (Rev. 1/1/2011)
4.1.2 Filing Location (Renum. 1/1/2012)

Chapter 2:
Testamentary Documents; Consolidation; Sanctions

4.2.1 Backing on Papers Filed (Rev. 1/1/2008.)
4.2.2 Consolidation with the Lowest Number and  Related Case/Petition (Rev. & Renum. 1/1/2009)
4.2.3 Sanctions (Rev. 1/1/2012)

Chapter 3:
Pleadings: Form of Papers Presented for Filing

4.3.1 Caption of Petitions (Rev. 1/1/2013)
4.3.2 Filing Documents for Calendared Matters (Rev. 1/1/2013)
4.3.3 Use of Judicial Council Forms (Rev. & Renum. 1/1/2012)
4.3.4 Affidavits and Declarations Under Penalty of Perjury (Rev. 1/1/2012)
4.3.5 Complete Address in Petition or Report (Rev. 1/1/2012)
4.3.6 Multiple Minors and Conservatees (Rev. 1/1/2012)

Chapter 4:
Settings, Assignments and Continuances

4.4.1 Calendar Settings of Probate Matters (Rev. 1/1/2010)
4.4.2 Probate Hearing Once Noticed Cannot be Advanced (Renum. 1/1/2006)
4.4.3 Continuances of Hearings on Petitions (Rev. 1/1/2012)
4.4.4 Setting Matters Already on File (Rev. 1/1/2013)
4.4.5 Telephonic Appearances (Rev. 1/1/2012)

Chapter 5:
Notices

4.5.1 Additional Notice Requirements (Rev. 1/1/2013)
4.5.2 Proof of Service (Rev. 1/1/2010)
4.5.3 Notice Re Letters of Special Administration (Rev. 1/1/2010)
4.5.4 Notice to Persons Requesting Special Notice (Renum. 1/1/2006)
4.5.5 Notices to Trust Beneficiaries (Renum. 1/1/2006)
4.5.6 (Adopted 1/1/2012)
4.5.7   (Adopted 1/1/2012)
4.5.8 Compliance with Notice -- Medi-Cal and California Victim Compensation  and Government Claims Board (Renum. 1/1/2013)
4.5.9 Notice to Prior Representative or Counsel (Renum. 1/1/2013)
4.5.10 Conservatorship Notices (Renum. 1/1/2013)

Chapter 6:
Calendar Notes and Hearings

4.6.1 Availability of Probate Examiner’s Notes and Clearing of Defects (Rev. 1/1/2013)
4.6.2 Telecourt (Rev. 1/1/2012)
4.6.3 Appearances (Adopted 1/1/2012)

Chapter 7:
Orders and Bonds

4.7.1 Preparation of Orders (Rev. 1/1/2013)
4.7.2 Material to be Included in Probate Orders (Rev. 1/1/2013)
4.7.3 Riders and Exhibits (Renum. 1/1/2006)
4.7.4 Orders for Continuing Payment Must Have a Maximum Time Limit (Renum. 1/1/2006)
4.7.5 Application for Ex Parte Orders - Generally (Rev. 1/1/2013)
4.7.6 Matters Which May be Heard Ex Parte (Renum. 1/1/2012)
4.7.7 Communications with the Court (Rev. 1/1/2009)
4.7.8 Nunc Pro Tunc Orders Correcting Clerical Errors (Rev. 1/1/2010)
4.7.9 Bond Requirements/Blocked Accounts (Rev. & Renum. 1/1/2013)
4.7.10 Bonds; Additional Bond (Rev. 1/1/2007)
4.7.11 Deposited Funds (Rev. 1/1/2009)

Chapter 8:
Appointment of Executors and Administrators

4.8.1 Letters Issued in Decedent’s Estates (Rev. 1/1/2013)
4.8.2 Allegations in Petitions Re: Beneficiaries (Rev. 1/1/2013)
4.8.3 Notice to Foreign Consul (Rev. 1/1/2013)
4.8.4 Reserved for Future Use (Del. 1/1/2009)
4.8.5 Multiple Testamentary Instruments – Proof (Rev. 1/1/2010)
4.8.6 Will With Deletions or Interlineations (Rev. 1/1/2010)
4.8.7 Bonding of Personal Representatives (Rev. 1/1/2009)
4.8.8 Declinations and Consents to Serve (Rev. 1/1/2012)
4.8.9 Continuance to Permit Filing of Contest (Renum. 1/1/2006)
4.8.10 Multiple Representatives (Renum. 1/1/2006)
4.8.11 Statement of Address of Nonresident Personal Representative (Rev. 1/1/2009)

Chapter 9:
Summary Proceedings

4.9.1 Petition to Set Aside Small Estate (Rev. 1/1/2012)
4.9.2 Spousal Property Petition (Rev. 1/1/2011)
4.9.3 Proceedings to Establish Fact of Death (Rev. 1/1/2011)

Chapter 10:
Independent Administration

4.10.1 Independent Administration (Rev. 1/1/2011)

Chapter 11:
Miscellaneous Petitions

4.11.1 Petition for Instructions (Rev. 1/1/2008)
4.11.2 Petition to Determine Title to Real or Personal Property (Prob. Code, § 850) (Renum. 1/1/2006)
4.11.3 Petition to Determine Persons Entitled to  Distribution (Prob. Code, §§ 11700-11705) (Renum. 1/1/2006)
4.11.4 Petition for Family Allowance (Prob. Code §§ 6540-6545) (Rev. 1/1/2012)
4.11.5 Petition for Authority to Operate a Business (Prob. Code § 9760) (Rev. 1/1/2012)
4.11.6 Petition for Authority to Borrow (Prob. Code §§ 9800-9807) (Renum. 1/1/2006)
4.11.7 Petition for Authority to Retain an Attorney (Rev. 1/1/2007)
4.11.8 Joinder in Pleadings (Rev. 1/1/2012)
4.11.9 Community Property Transactions (Rev. 1/1/2013)
4.11.10 Petition for Transfer of Case to Another County (Rev. 1/1/2012)
4.11.11 Petition for Authority to Continue Administration (Renum. 1/1/2013)
4.11.12 Petition to Appoint Guardian ad Litem (Renum. 1/1/2013)

Chapter 12:
Creditor's Claims

4.12.1 Notice to Creditors (Rev. & Renum. 1/1/2006)
4.12.2 Filing Creditors' Claims (Renum. 1/1/2006)
4.12.3 Creditors' Claims of Personal Representatives or Counsel (Rev. 1/1/2013)
4.12.4 Payment of Claims and Debts (Renum. 1/1/2006)
4.12.5 Special Creditors' Claims (Renum. 1/1/2006)

Chapter 13:
Sales

4.13.1 Publication of Notice of Sale of Real Property (Rev. 1/1/2012)
4.13.2 Vesting of Title to Property (Rev. 1/1/2009)
4.13.3 Bond on Sale of Real Property (Rev. 1/1/2010)
4.13.4 Exclusive Listings for the Sale of Real Property (Rev. 1/1/2012)
4.13.5 Commissions on Sale of Real Property (Rev. 1/1/2007)
4.13.6 Sale of Real Property When Buyer Assumes Encumbrance: Necessity  for Minimum Deposit (Rev. 1/1/2012)
4.13.7 Sale of Specifically Devised Property (Renum. 1/1/2006)
4.13.8 Personal Property Must Be Appraised Before Sale (Renum. 1/1/2006)
4.13.9 Sales of Mobile Homes (Renum. 1/1/2006)
4.13.10 Sales of Securities (Renum. 1/1/2006)
4.13.11 Overbids (Renum. 1/1/2006)
4.13.12 Increased Bid Forms (Renum. 1/1/2006)
4.13.13 Allowance of Commissions Upon Overbid (Renum. 1/1/2006)

Chapter 14:
Inventory and Appraisal

4.14.1 Preparation of Inventory and Appraisal (Rev. & Renum. 1/1/2012)
4.14.2 Correcting Inventory and Appraisal (Renum. 1/1/2006)
4.14.3 Petition for Waiver of Appraisal by Referee (Renum. 1/1/2006)

Chapter 15:
Accounts and Reports

4.15.1 Required Form of Accounts (Rev. 1/1/2011)
4.15.2 Bank Letters and Statements (Rev. 1/1/2013)
4.15.3 Allegations Re: Claims (Renum. 1/1/2006)
4.15.4 Reporting Payment of Debts (Renum. 1/1/2006)
4.15.5 Reserved for Future Use (Moved to 4.17.9 on 1/1/2013)
4.15.6 Allegation Re: Character of Property (Renum. 1/1/2006)
4.15.7 Reserved for Future Use (Moved to 4.5.8 on 1/1/2013)
4.15.8 Vouchers (Renum. 1/1/2006)
4.15.9 Damages for Wrongful Death and for Physical Injury of Decedent (Renum. 1/1/2006)
4.15.10 Reserved for Future Use (Moved to 4.5.9 on 1/1/2013)
4.15.11 Reserved for Future Use  (Moved to 4.11.11 on 1/1/2013)
4.15.12 Supplemental Accountings with Final Discharge (Rev. & Renum. 1/1/2013)
4.15.13 Accounts and Reports of Guardians of Estate (Rev. & Renum. 1/1/2013)
4.15.14 Required Form of Conservator and Guardian Accounts (Rev. & Renum. 1/1/2013)
4.15.15 Waiver of Account Involving Public Benefit Payments (Renum. 1/1/2013)
4.15.16 Report of Guardian of Person  (Renum. 1/1/2013)
4.15.17 Report of Court Appointed Attorney and
 Guardian ad Litem (Rev. & Renum. 1/1/2013)

Chapter 16:
Fees, Commissions and Cost Reimbursement

4.16.1 Probate Estate Administration (Rev. 1/1/2011)
4.16.2 Fees and Commissions in Trusts, Conservatorships, and Guardianships (Rev. 1/1/2013)
4.16.3 Periodic Payments to Trustees (Adopted 1/1/2011)

Chapter 17:
Distribution

4.17.1 Distribution to Minor (Rev.  1/1/2011)
4.17.2 Distribution Under Probate Code Section 13101 Affidavit (Renum. 1/1/2006)
4.17.3 Blocked Accounts (Renum. 1/1/2006)
4.17.4 Distribution to Deceased Beneficiary (Renum. 1/1/2006)
4.17.5 Assignment of interest in Estate (Rev. 1/1/2011)
4.17.6 Preliminary Distribution Bond (Renum. 1/1/2006)
4.17.7 Receipts on Preliminary Distribution (Rev. 1/1/2013)
4.17.8 Receipts on Final Distribution (Rev.  1/1/2011)
4.17.9 Property to be Distributed Must Be Listed (Renum. 1/1/2013)
4.17.10 Requests to Withhold Funds from Final Distribution (Rev. 1/1/2009)
4.17.11 Reserved for Future Use (Moved to 4.15.12 on 1/1/2013)

Chapter 18:
Conservatorships

4.18.1 Conservatorship Orientation Program (Rev.  1/1/2011)
4.18.2 Temporary Conservatorships (Rev. 1/1/2011)
4.18.3 Petition for Appointment of Conservator; Allegations and Notice  Requirements; Supplemental Information (Rev. 1/1/2013)
4.18.4 Reserved for Future Use (Del. 1/1/2009)
4.18.5 Capacity to Give Informed Consent for Medical Treatment (Rev. 1/1/2008)
4.18.6 Dementia Authority (Rev. 1/1/2009)
4.18.7 Independent Powers: Sale of Residence
4.18.8 Consent of Conservator to Act (Renum. 1/1/2006)
4.18.9 Court Investigation/Response to Court Investigator’s Report
4.18.10 Limited Conservatorships (Renum. 1/1/2006)
4.18.11 Reserved for Future Use  (9 on 1/1/2013)
4.18.12 Appointment of Counsel for Conservatee or Patient (Renum. 1/1/2013)
4.18.13 Successor Conservator (Renum. 1/1/2006)
4.18.14 Conservatorship Assessments (Rev. 1/1/2013)
4.18.15 Investments by Conservator (Rev. 1/1/2007)
4.18.16 Substituted Judgments in Conservatorships Probate Code section 2580 (Rev. 1/1/2013)
4.18.17 Reserved for Future Use (Moved to 4.15.13 on 1/1/2013)
4.18.18 Reserved for Future Use (Moved to 4.5.10 on 1/1/2013)
4.18.19 Reserved for Future Use (Del. 1/1/2009)
4.18.20 Reserved for Future Use (Del. 1/1/2008)
4.18.21 Fees for Conservators and Counsel (Rev. 1/1/2011)
4.18.22 Reserved for Future Use (Moved to 4.15.14 on 1/1/2013)
4.18.23 EADACPA Proceedings (Rev. 1/1/2012)
4.18.24 Court Ordered Review Hearings (Rev. 1/1/2011)
4.18.25 Reserved for Future Use (Moved to 4.15.15 on 1/1/2013)
4.18.26 (Del. 1/1/2013)

Chapter 19:
Guardianships

4.19.1 Temporary Guardianships (Rev. 1/1/2011)
4.19.2 Petition for Appointment of Guardian: Jurisdiction (Rev. 1/1/2011)
4.19.3 Co-Habitant of Proposed Guardian (Rev. 1/1/2011)
4.19.4 Proceedings to Have Child Declared Free From Custody and Control of  One or Both Parents (Rev. & Renum. 1/1/2006)
4.19.5 Investigation (Rev. 1/1/2013)
4.19.6 Reserved for Future Use (Del. 1/1/2013)
4.19.7 Additional Powers (Rev. 1/1/2011)
4.19.8 Investments by Guardian (Rev. 1/1/2011)
4.19.9 Reserved for Future Use (Del. 1/1/2013)
4.19.10 Reserved for Future Use (Del. 1/1/2013)
4.19.11 Reserved for Future Use (Del. 1/1/2013)
4.19.12 Request for Use of Minor's Assets (Rev. 1/1/2011)
4.19.13 Fees and Commissions in Guardianships (Rev. & Renum. 1/1/2011)
4.19.14 Reserved for Future Use (Del. 1/1/2013)
4.19.15 Reserved for Future Use (Del. 1/1/2013)

Chapter 20:
Trusts

4.20.1 (Del. 1/1/2013)
4.20.2 Testamentary Trust Accounts (Rev. 1/1/2011)
4.20.3 Petition to Determine Title in Trust Matters  (Probate Code section 850-Heggstad) (Rev. 1/1/2007)
4.20.4 Identification of Persons Entitled to Notice (Rev. 1/1/2011)
4.20.5 Trusts Established Before Decree of Distribution (Rev. 1/1/2012)
4.20.6 Special Needs Trusts (Rev. & Renum. 1/1/2012)
4.20.7 Fees and Commissions in Trusts (Rev. & Renum. 1/1/2011)
4.20.8 Petitions for Modifications or Termination of Trusts (Adopted 1/1/2008)

Chapter 21:
Miscellaneous

4.21.1 Withdrawal of Counsel of Record (Rev. 1/1/2007)
4.21.2 Appointment of Probate Referees (Renum. 1/1/2006)
4.21.3 Reserved for Future Use (Del. 1/1/2009)
4.21.4 Settlements Involving Charities (Renum. 1/1/2006)
4.21.5 Dismissal of Proceedings (Rev. 1/1/2013)
4.21.6 Reserved for Future Use (Del. 1/1/2011)
4.21.7 Disclosure by Conservators, Guardians, and Attorneys (Rev. 1/1/2013)
4.21.8 Court Appointment:  Proof of Insurance (Rev. 1/1/2013)

Chapter 22:
Contested Matters

4.22.1 Introduction (Rev. 1/1/2012)
4.22.2 Filing of Petitions and Contests and Setting  for Hearing (Rev. 1/1/2013)
4.22.3 Service of Notice (Renum. 1/1/2006)
4.22.4 Filing of Objections (Rev. 1/1/2013)
4.22.5 Determination of Contested Matters (Rev. 1/1/2013)
4.22.6 Meet and Confer, Joint Case Management Report (Rev. 1/1/2010)
4.22.7 Case Management Conference (Rev. 1/1/2013)
4.22.8 Trial Readiness Conference Report/Advance Trial Review Order (Rev. 1/1/2013)
4.22.9 Trial Readiness Conference; Sanctions (Rev. 1/1/2011)
4.22.10 Settlement Conference (Rev. 1/1/2012)
4.22.11 Trial Briefs and Motions in Limine (Rev. 1/1/2013)
4.22.12 Reserved for Future Use
4.22.13 Mediation Statements and Documents not Admissible Evidence (Rev. 1/1/2013)
4.22.14 Alternative Dispute Resolution in Contested Probate Matters (Rev. 1/1/2013)
4.22.15 Parties Select ADR Facilitator (Rev. 1/1/2008)
4.22.16 Costs and Fees (Rev. 1/1/2013)
4.22.17 ADR Statement Re: Impartiality (Rev. & Renum. 1/1/2008)

Chapter 23:
Law and Motion and Discovery Matters

4.23.1 Preliminary Definitions and Procedure (Rev. & Renum. 1/1/2010)
4.23.2 Applicability of Division Two in Probate Proceedings (Rev. & Renum. 1/1/2009)
4.23.3 Filing Motion Papers (Rev. 1/1/2013)
4.23.4 Hearings (Rev. 1/1/2010)
4.23.5 Filing and Serving Opposition or Support Papers on Motion (Rev. 1/1/2010)
4.23.6 Reserved for Future Use (Del. 1/1/2011)
4.23.7 Filing of Proof of Service (Adopted 1/1/2006)
4.23.8 Tentative Rulings (Rev. 1/1/2012)



Policies and Procedures

Central Division - Main Courthouse
Department 46 
Honorable Lisa Schall
Department 48 
Hon.Lorna A. Alksne
Department 52 
Hon. William R. Nevitt, Jr

Central Division - Hall of Justice
Department 61 
Hon. John S. Meyer
Department 62 
Hon. Ronald L. Styn
Department 65 
Hon. Joan M. Lewis
Department 66 
Hon. Joel M. Pressman
Department 67 
Hon. Eddie C. Sturgeon
Department 68 
Hon. Judith F. Hayes
Department 69 
Hon. Katherine A. Bacal
Department 70 
Hon. Randa Trapp
Department 71 
Hon. Ronald S. Prager
Department 72 
Hon. Timothy B. Taylor
Department 73 
Hon. Joel R. Wohlfeil
Department 74 
Hon. Kevin A. Enright
Department 75 
Hon. Richard E. L. Strauss

Madge Bradley
Probate Department PC 1 
Hon. Jeffrey S. Bostwick
(Probate)
Probate Department PC 2 
Hon. Julia Craig Kelety
(Probate)

East County Division
Department 21 

North County Division
Department N-26 
Hon. Sim von Kalinowski
Department N-27 
Hon. Jacqueline M. Stern
Department N-28 
Hon. Earl H. Maas, III
Department N-29 
Hon. Robert P. Dahlquist
Department N-31 
Hon. Timothy M. Casserly
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