Review Hearing Inventory and Appraisal
2025PRGE040881: IN THE MATTER OF JADE AND ALEXANDER LOPEZ JOHNS 05/26/2026 in Department J6 Review Hearing Inventory and Appraisal
The I&A was filed 05/15/26 It was originally due by 12/1/25.
The I&A lists: Chase Court-blocked Account for Alexander Lopez Johns XXXX-XX-9632 Chase Court-blocked Account for Jade Lopez Johns XXXX-XX-9616
The I&A also lists the minors social security cards (without the numbers), the birth certificates, two garment bags with baby clothes, etc., locked safe with key with Swarovski crystal, four plastic storage boxes of the minors mothers belongings, and photo albums.
Probate Code §2610 states, in pertinent part:
(a) Within 90 days after appointment, or within any further time as the court for reasonable cause upon ex parte petition of the guardian or conservator may allow, the guardian or conservator shall file with the clerk of the court and deliver pursuant to Section 1215 to the conservatee and to the attorneys of record for the ward or conservatee, along with notice of how to file an objection, an inventory and appraisal of the estate, made as of the date of the appointment of the guardian or conservator.
A copy of this inventory and appraisal, along with notice of how to file an objection, also shall 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. (b) The guardian or conservator shall take and subscribe to an oath that the inventory contains a true statement of all of the estate of the ward or conservatee of which the guardian or conservator has possession or knowledge.
The oath shall be endorsed upon or annexed to the inventory. (c) The property described in the inventory shall be appraised in the manner provided for the inventory and appraisal of estates of decedents. The guardian or conservator may appraise the assets that a personal representative could appraise under Section 8901.
The guardian has included the blocked accounts, which were set up after the guardians appointment. The guardian was supposed to appraise what he received as assets, not what he transferred the received assets to.
2025PRGE040881: IN THE MATTER OF JADE AND ALEXANDER LOPEZ JOHNS
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The I&A is incorrect, has items that do not belong on an I&A (baby clothes, social Security cards, birth certificates, etc.), however, the amount of the assets in the blocked account do conform to what was reported throughout the appointment proceedings.
Discuss with the guardian the I&A.
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