In the Matter of Conservatorship of Lisa Kristin Forman

Case Number

Case Type Conservatorship Hearing Date / Time Tue, 05/19/2026 - 09:00 Nature of Proceedings First Accounting and Report of Conservator Tentative Ruling Probate Notes: The Court received Notice of Conservatee's Death (Form GC-399) on February 24, 2026.

The death of a conservatee terminates the conservatorship by operation of law. (Prob. Code, Sec. 1860, subd. (a).) The death of a conservatee also terminates the conservatorship of the estate by operation of law (Prob. Code, Sec. 1860, subd. (a)), but the conservator of the estate remains responsible for the custody and conservation of the estate until it is either delivered to the personal representative of the conservatee-decedent's estate, or some other lawful disposition is made. (Prob. Code, Sec.Sec.1860, 2467.)

Upon the death of a conservatee, a final accounting of the conservatee's estate must be submitted. (Prob. Code, Sec. 2620(b); CRC, Rule 7.1052(c).) The death of the conservatee "does not cause the court to lose jurisdiction of the proceeding for the purpose of settling the accounts of the [] conservator or for any other purpose incident to the enforcement of the judgments and orders of the court upon such accounts or upon the termination of the relationship." (Prob. Code, Sec. 2630.)

The Final Accounting is now due, but is not on file. The accounting submitted shall comply with Prob. C. Sec. 2620(b) and (c). The period of the accounting shall be from the date of appointment as conservator to the date of death of the conservatee. A stub accounting from the date of death of the conservatee to the date the conservatee's estate is delivered to the conservatee's personal representative may be presented at the same time, or the conseravator may request an additional date to submit that account. Conservator shall give notice as required by Prob. C. Sec. 2621 and Sec. 1460.

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: Citibank NA vs Anita Arteaga Tentative Ruling: Citibank NA vs Anita Arteaga