IN THE MATTER OF MARY AGNES SATLIN

2024PRCE032518: IN THE MATTER OF MARY AGNES SATLIN 06/02/2026 in Department J6 Account and Report

Financial statement for US Bank acct. #1898 showing the balance as of the closing date of the account (8/22/25) is not provided. (Prob. Code, § 2620, subd. (c)(2).) The balance immediately before the conservator’s appointment (12/6/24) appears to have been $11,067.66, not $11,062.66 as reported in the account and the I&A.

The May 2025 Invoice from Assisted Living on Glade, LLC appears to be missing. Statements for Feb. and March 2026 fall outside the account period.

The account appears to show that the conservatee’s son Eric Satlin took approximately $26,873.75 from the joint account xx0009 at California Credit Union during this account period.

Under Probate Code section 5013, subdivision (a), a joint account belongs, during the lifetime of all parties, to the parties in proportion to the net contributions by each, unless there is clear and convincing evidence of a different intent. Net contribution of a party to a joint account is the sum of all deposits thereto made by the party less all withdrawals. (§ 5134, subd. (a)(1).) Reviewing the bank statements for 2025, it appears to the Court that the only contributions of significance to the account was made by the conservatee, and thus all or most of the monies in the account belong solely to her.

A conservator of the estate has a duty to pursue claims against others on behalf of the estate when it would be in the best interest of the conservatee or the estate to do so. (Cal. Rules of Court, rule 7.1059(b)(13).) Here, the conservator makes no mention of what he intends to do, if anything, re the funds taken by Eric. Also, why hasn’t the conservator withdrawn all funds belonging to the conservatee from the account? Petitioner is directed to serve and file a verified supplement in response.

The Court intends to continue the hearing for the foregoing issues to be addressed.

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