Account and Report 3rd Account & Report for the period of 02/06/24 through 02/05/26
202000546191PRCE: In the Matter of Suzie Niacaris 07/14/2026 in Department J6 Account and Report 3rd Account & Report for the period of 02/06/24 through 02/05/26
The Discover credit card appears to be in Suzie Niacariss name, not in the name of the conservatorship estate. If the card is being used by the conservator, it should be titled in the conservatorship estate name.
The accounting is a standard accounting. (Cal. Rules of Court, rule 7.575(c), (d).) The expenses on the credit card are categorized only under Credit Card Payments for Bills/Utilities in Schedule D. This is not a valid subject-matter category. Each purchase using the card should be itemized in the disbursements schedule under the appropriate subject-matter (e.g., living expenses, medical expenses). If the credit card has a balance owing at the end of the account period, the balance should be shown in the schedule for liabilities as a debit owed.
Petitioner is directed to serve and file a verified supplement with corrected schedule(s) for the accounting in compliance with the foregoing.
The clerk shall give notice.
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