Compliance Review Hearing
probate. All codicils must be proven in the same manner as a will (Prob. Code, Sec.Sec. 88, 6110, 8222), and all holographic instruments must be proven by submission of evidence that that the holographic instrument is in fact in the testator's handwriting. Form DE-135 must be used to do so.
Nomination of Administrator. The holographic will does not name an executor. Petitioner does not have priority of administration over William Kotaksa or Paul Gruber pursuant to Probate Code section 8461. Please submit a nomination from all those with equal or greater priority. A written declination must be filed by or on behalf of an individual who is entitled to priority for issuance of Letters of administration but does not desire to act, or evidence must be produced that the person with priority is not competent under Probate Code section 8402 or refuses to act. (Local Rule 1752(d)1.)
Tentative Ruling: Conservatorship of Elizabeth Anne Garvin Tentative Ruling: Conservatorship of Elizabeth Anne Garvin Case Number
Case Type Conservatorship Hearing Date / Time Wed, 04/29/2026 - 09:30 Nature of Proceedings Compliance Review 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 said documents on March 13, 2026: Determination of Conservatee's Appropriate Level of Care (Form GC-355) (Prob. Code, Sec. 2352.5.) Conservators must file Form GC-355 showing where the conservatee lives/has been placed, and the level of care necessary to provide for the conservatee's needs. No Form GC-355 is on file.
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.
Proof of Recording Letters of Conservatorship (Prob. Code, Sec. 2313). A conservator of the estate shall record a certified copy of the letters with the county recorder's office in each county in which the conservatee owns an interest in real property, including a security interest. The conservator shall record the letters as soon as practicable after they are issued, but no later than 90 days after the conservator is appointed.
PLEASE NOTE: Failure to submit the required documents listed in the previous Conservator Compliance Order is a breach of fiduciary duty as a conservator, and can result in removal as conservator and surcharge. (Prob. Code, Sec. 2650(c).) If you are removed from office, a successor conservator will be appointed and will be entitled to collect fees. The death of the conservatee does not relieve a conservator of the duty to cure the deficiencies from the previous hearings.
Appearances: The court is open to the public for court business. The court is also conducting hearings via Zoom videoconference. Meeting ID: 161 956 1423
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