Estate of Jeanne Pate

If you reimburse yourself for expenses paid from your own funds, describe to whom you paid the funds on behalf of the conservatee, the amount of each expenditure, and what good or service was purchased for the conservatee. You must obtain and retain receipts for all of these expenditures and organize them so you can retrieve them if you are required to show them to the court. (Handbk. Of Constrs. at p. 5-66.)

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 was 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.

Resolution of Disc. no. 3 after review of Supplement: It is recommended the court find this discrepancy resolved, but warn the Conservator that any future failures to account for an appropriate food expenditure will be surcharged against the conservator.

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.)

Resolution of Disc. no. 4 after review of Supplement: It is recommended the court find this matter resolved.

Tentative Ruling: Estate of Jeanne Pate Tentative Ruling: Estate of Jeanne Pate Case Number

Case Type Decedent's Estate Hearing Date / Time Tue, 07/14/2026 - 09:00 Nature of Proceedings Petition for Final Distribution Tentative Ruling Probate Notes: Appearances required.

This hearing was set to ensure timely filing of a Petition for Final Distribution by the administrator, who was appointed on December 16, 2024. Probate Code section 8800 requires that within four months after letters first issued, a Final Inventory and Appraisal must be filed. Probate Code section 12202 further requires a Petition for Final Distribution be on file within 12 months after appointment. There is neither a Final Inventory and Appraisal on file, nor a Petition for Final Distribution on file. It is recommended the Court issue an Order to Show Cause why the Personal Representative should not be removed, and the Public Administrator be appointed to bring this estate to a close.

Tentative Ruling: Estate of Joyce Barnett Gallagher Tentative Ruling: Estate of Joyce Barnett Gallagher Case Number