ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address):
FOR COURT USE ONLY
TELEPHONE NO.:
FAX NO. (Optional):
E-MAIL ADDRESS (Optional):
ATTORNEY FOR (Name):
SUPERIOR COURT OF CALIFORNIA, COUNTY OF SAN BERNARDINO
STREET ADDRESS:
MAILING ADDRESS:
CITY AND ZIP CODE:
BRANCH NAME:
CONSERVATORSHIP
GUARDIANSHIP
OF
(Name):
CASE NUMBER:
EX PARTE PETITION TO DISPENSE WITH ACCOUNTING AND ORDER
(Probate Code §2628)
1. I am (we are) now the duly appointed, qualified, and acting conservator(s)/guardian(s) of the estate of said
conservatee/minor(s).
2. Petitioner’s accounting, if presented, would cover the period from ___________________[date] through and
including ___________________[date].
3. The estate at the beginning and end of this period of account consisted of property of a total net value of less
than $15,000.00 and the property on hand at the end of this accounting period is $_____________________.
4. Income of the estate for each month of this period of account, exclusive of public benefit payments, was less
than $2,000.00. All of the income of the estate during this period of account, if not retained, was spent for the
benefit of the conservatee/minor.
5. During this period of account, petitioner has managed and administered the conservatee’s estate with
ordinary care and diligence, has provided for the conservatee’s/minor’s care, has paid the expenses of said
care, has collected assets of the estate, and has provided for their safekeeping. Petitioner is not requesting
compensation.
6. During the accounting period, the conservatee/minor has resided at
______________________________________________________________________________________
______________________________________________________________________________________.
7.
No Request for Special Notice has been filed in this matter.
Request for Special Notice has been filed and notice has been given to _________________________.
8. All attachments to this form are incorporated by this reference as though placed here in this form.
Check here if attachments are included. There are ________ pages attached to this form.
I DECLARE UNDER THE PENALTY OF PERJURY UNDER THE LAWS OF THE STATE OF
CALIFORNIA THAT THE FOREGOING IS TRUE AND CORRECT.
Date:
___________________________________
____________________________________________
(TYPE OR PRINT NAME OF CONSERVATOR(S)/GUARDIAN(S))
(SIGNATURE OF CONSERVATOR(S)/GUARDIAN(S))
Pr.C.§2628
EX PARTE PETITION TO DISPENSE WITH ACCOUNTING AND ORDER
Local Form (Rev. 6/10/11)
Local Rule 20-1406
1