Conservatorship of Liliana Gonzalez

percent the settlement is to the value of the full claim amount: Expressed mathematically, the Ahlborn formula calculates the reimbursement due as the total settlement divided by the full value of the claim, which is then multiplied by the value of benefits provided. (Reimbursement Due = [Total Settlement ÷ Full Value of Claim] × Value of Benefits Provided.) (Aguilera v. Loma Linda University Medical Center (2015) 235 Cal.App.4th 821, 828.)

If such deficiencies are adequately addressed prior to the hearing, the court may sign the Order Approving Compromise and vacate the hearing date.

Tentative Ruling: Conservatorship of Liliana Gonzalez Tentative Ruling: Conservatorship of Liliana Gonzalez Case Number

Case Type Conservatorship Hearing Date / Time Tue, 05/12/2026 - 09:00 Nature of Proceedings First Accounting and Report of Conservator Tentative Ruling Probate Notes: Court records show that an Accounting is due (See Prob. Code, Sec. 2620), but there is no accounting on file.

The Court ordered the accounting on October 1, 2021. According to the order, the Accounting should have been filed for review by September 12, 2022, which is 15 days before the hearing.

The Notice to File an Accounting was issued pursuant to Probate Code section 2620.2 on March 3, 2026, served on March 6, 2026, requiring the accounting be filed within 30 days of that notice. The accounting is still not on file.

As a result of the failure to file the accounting, the court may remove the conservator (Prob. Code, Sec.2620.2(b)(1)), cite the conservator for contempt of court (Prob. Code, Sec.2620.2(b)(2)), suspend the powers of the conservator, appoint a temporary conservator to take hold of the assets, and recommend surcharge (Prob. Code, Sec.2620.2(b)(3)), and/or appoint legal counsel for the conservatee and compensate counsel via surcharge to the conservator (Prob. Code, Sec.2620.2(b)(4)).

If the estate qualifies, the conservator may request an order dispensing with accountings pursuant to Probate Code section 2628. This may often be accomplished by submission of a declaration (Judicial Council Form MC-030) ex parte.

As the Court's representative, the Court Investigator is required to visit the conservatee to make advisements and determine ongoing need in accordance with Probate Code section 1851. The Court Investigator must be served with a copy of the accounting. In Santa Maria, it should be sent to 312-C E. Cook Street, Santa Maria, CA 93454. In Santa Barbara, it should be sent to 118 E. Figueroa, Santa Barbara, CA 93101.