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)