California Additional Property Received During Period Of Account-Standard And Simplified Accounts
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FAQ
A substituted judgment petition in Los Angeles is used to ask the court to order the conservator to take certain types of actions, which many times include making a will, or a trust, funding a trust, or making gifts on behalf of the Conservatee, as well as other types of actions.
California probate accounting format Section 16063 of the Probate Code requires accountings to contain the following information: a statement of receipts and disbursements of trust principal and income occurring either during the last complete fiscal year of the trust or since the last accounting was made.
Probate Code section 2620 provides that every guardianship and conservatorship accounting is subject to random or discretionary, full or partial review by the court. The review may include consideration of any information necessary to determine the accuracy of the accounting.
2021 California Code Probate Code - PROB PROBATE CODE. DIVISION 1 - PRELIMINARY PROVISIONS AND DEFINITIONS 1 - 88 DIVISION 2 - GENERAL PROVISIONS 100 - 890 DIVISION 3 - GENERAL PROVISIONS OF A PROCEDURAL NATURE 1000 - 1312 DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS 1400 - 3925
Probate Code section 2620(c)(1) requires conservators to file supporting documents, including original account statements, from any ?institution? or ?financial institution? in which money or other assets of the conservatorship estate are held or deposited.
Probate Code section 2620 provides that every guardianship and conservatorship accounting is subject to random or discretionary, full or partial review by the court. The review may include consideration of any information necessary to determine the accuracy of the accounting.
(b)(1) The guardian or conservator shall not be compensated from the estate for any costs or fees that the guardian or conservator incurred in unsuccessfully defending their fee request petition, opposing a petition, or any other unsuccessful request or action made by, or 1behalf of, the ward or conservatee.
Compensation for the temporary conservator or guardian, and counsel for the temporary conservator or guardian, shall be treated as a surcharge against the conservator or guardian, and if unpaid shall be considered a breach of condition of the bond.