Conservatorship of Michael Shane Moniot

At the hearing on September 22, 2025, the Court noted the problems with the accounting, the procedural implications of the objection and subsequent amendment, and stated on the record the accounting could not be approved. Continuance was granted to correct the accounting.

Between the September 22, 2025, hearing, and the October 20, 2025, hearing, a Memoranda of Points and Authorities was filed by each party, two Objections to Declarations were filed by Patrick Thomas Mills, and a Second Amended Petition to Approve the First Accounting was filed by Patrick Thomas Mills.

At the October 22, 2025, hearing, the Court again noted the inability to approve the accounting, ordered Patrick Thomas Mills to account from the date of the Third Amendment to the trust, and file a new amended accounting containing all the missing documents in the previous accountings. The Court continued the matter to November 17, 2025.

At the November 17, 2025, hearing, the Third Amended Petition to Approve the First Accounting had not been filed. The Court ordered that an estimate of time be ready for the next hearing, which was continued to December 1, 2025.

Mr. Martinez filed a status report on November 25, 2025. The status report gives an estimate of December 10, 2025, for the "corrected First Accounting," and an estimate of December 31, 2025, for the "newly ordered accounting."

On January 9, 2026, Patrick Mills filed the Third Amended Petition to Approve the First Accounting. Although no objection is yet on file with the Court, Mr. Mills also filed a Reply to an objection, implying that an objection was received to the accounting. As of June 12, 2026, that objection still has not been filed. It is recommended the Court consider all objections to the accounting waived pursuant to CRC, Rule 7.801.

Tentative Ruling: Conservatorship of Michael Shane Moniot Tentative Ruling: Conservatorship of Michael Shane Moniot Case Number

Case Type Conservatorship Hearing Date / Time Mon, 07/06/2026 - 08:30 Nature of Proceedings Conservatorship Compliance Hearing Tentative Ruling Probate Notes: Appearances required.

The following documents have not been filed with the court pursuant to the Court's order to file the documents, issued on February 2. 2026: Inventory & Appraisal (Form GC-040) (Prob. Code, Sec. 2610). The conservator must file an inventory and appraisal of the estate, made as of the date of the appointment of the guardian or conservator.

Proof of Service - Notice of How to File Objection to I & A (Form GC-042) (Prob. Code, Sec. 2610) A copy of the Inventory & Appraisal (Form GC-040), along with Notice of How to File Objection to I & A (Form GC-042), must be delivered to the conservatee's spouse or registered domestic partner, the conservatee's relatives in the first degree, and, if there are no such relatives, to the next closest relative, unless the court determines that the delivery will result in harm to the conservatee.