Conservatorship of Samantha Gallardo

Allegations must "list and describe in detail the property to be distributed, in the body of the petition or in an attachment that is incorporated in the petition by reference." (CRC, Rule 7.651, subd. (a))

Allegations include the amount of cash on hand (CRC, Rule 7.651, subd. (b)(1))

Allegations state whether promissory notes are secured or unsecured, and describe in detail the security interest of any secured notes (CRC, Rule 7.651, subd. (b)(2))

Allegations include the complete description of each individual security held in "street name" in security brokers' accounts (CRC, Rule 7.651, subd. (b)(4))

Allegations include the character of the property to be distributed (e.g. separate, community, or quasi-community) (CRC, Rule 7.652, subd. (a)(1); see also PC Sec. 8850)

IF community/quasi-community property is to be distributed, allegations include whether or not property is the decedent's one-half interest only, or the entire interest of the decedent and the decedent's spouse (CRC, Rule 7.652, subd. (a)(2))

If the documents curing these deficiencies are not processed by 8:00 a.m. on November 13, 2023, it is recommended that the matter be continued to a date to be set by the Court at the hearing, unless the party appears and requests a different date, or submits a request for a different continuance date prior to the hearing. (Local Rule 1721(c)(2)(A-B).)

If the matter is continued, documents must be submitted at least 10 days prior to the new hearing date to be considered.

Due to staffing limitations, processing times may be delayed.

To assist in processing, attorneys and parties should include the next court date in the "Filing Description" field provided by the electronic service provider. That field is also used for further descriptions of the document being e-filed, so be sure to put the calendar date FIRST in the field - BEFORE any further description of the document being e-filed (e.g.: 06/28/16 For XYZ).

Tentative Ruling: Conservatorship of Samantha Gallardo Tentative Ruling: Conservatorship of Samantha Gallardo Case Number

Case Type Conservatorship Hearing Date / Time Wed, 11/01/2023 - 08:30 Nature of Proceedings Petition to Appoint Limited Conservator Tentative Ruling Probate Notes: Appearances required.

The following issue is noted for the Court: Proof of Timely Mailed Service on Regional Center.

When the proposed conservatee is a person with developmental disabilities, at least 30 days before the day of the hearing on the petition, the petitioner shall mail a notice of hearing and a copy of the petition to the appropriate regional center (in this geographical area, the regional center is Tri-Counties). (Prob. C. Sec. 1822(e).)

The Regional Center was served on October 9, 2023, 7 days short of the 30 day requirement.

The Regional Center Report is not on file.

The proposed conservatee is expected to attend the hearing. (Prob. Code, Sec. 1825.)

Tentative Ruling: Estate of James Glen Wiseman Tentative Ruling: Estate of James Glen Wiseman Case Number