Court Investigator's Biennial Review
"Transfer to Jeannie" | *Not calculated, but easily totals several thousand dollars. | Discrepancy no. 3 - Petitioner spent $12,592.20 on groceries and $1,485.49 on restaurants for the accounting period. This is excessive for one person and indicates the conservator is using the estate to provide food for more than just the conservatee. Several of the restaurant charges show the purchase was for more than one person. According to the USDA Food Plans, the Cost of Food for one person during the accounting period is $233-258 per month. (https://www.fns.usda.gov/cnpp/usda-food-plans-cost-food-monthly-reports) This means the amount the conservator exceeded the cost of food for the Conservatee by 3 times the recommended budget ($4,291.40).
Supplement should explain why this occurred, and how the conservator plans to remedy this issue in the future. Discrepancy no. 4 - Title on account does not reflect the conservatorship. (CRC 7.1059 (b)(7).) The account is currently held in joint tenancy between the Conservator and Conservatee. The Account must be held in care of the Conservatee only. Supplement must show that title to the account was changed to reflect being held in the name of the conservatorship (e.g. Jeannie Zoppo, Conservator of; Jeannie Zoppo in care of Liliana Gonzalez, Conservatee, etc.)
Please also note: Attorney for petitioner initially billed for interest of the attorney's fees. While the attorney retracted that request, it is relevant to note for all future accountings that interest on attorney's fees in Probate Court, especially in guardianships and conservatorships, does not begin to run until the Court orders the fees allowed. (See Estate of Beach (1975) 15 Cal.3d 623, 646. See also Palmer v. Gregg (1967) 65 Cal.2d 657, 661; Hilton v. McNitt (1957) 49 Cal.2d 79, 83.)) Therefore, interest on attorney's fees should never be requested in practice.
Appearances: The court is open to the public for court business. The court is also conducting hearings via Zoom videoconference. Meeting ID: 160 543 3416 Passcode: 5053334
Tentative Ruling: Conservatorship of Leslie De Jesus Tentative Ruling: Conservatorship of Leslie De Jesus Case Number
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Case Type Conservatorship Hearing Date / Time Tue, 06/23/2026 - 09:00 Nature of Proceedings Court Investigator's Biennial Review Tentative Ruling Probate Notes: No appearances are required. The court investigator's report has been received and recommends that the conservatorship continue. The next review hearing will be held on June 20, 2028. The Court will give notice of this hearing to all parties.
Tentative Ruling: Conservatorship of Lisa Kristin Forman Tentative Ruling: Conservatorship of Lisa Kristin Forman