GC-363 Petition for Transfer Orders (California Conservatorship Jurisdiction Act)

Source: https://www.courts.ca.gov/documents/gc363.pdf

GC-363 ATTORNEY OR PARTY WITHOUT ATTORNEY STATE BAR NUMBER: FOR COURT USE ONLY NAME: FIRM NAME: STREET ADDRESS: CITY: STATE: ZIP CODE: TELEPHONE NO.: FAX NO.: E-MAIL ADDRESS: ATTORNEY FOR (name): SUPERIOR COURT OF CALIFORNIA, COUNTY OF STREET ADDRESS: MAILING ADDRESS: CITY AND ZIP CODE: BRANCH NAME: CONSERVATORSHIP OF THE PERSON ESTATE OF (name): CASE NUMBER: CONSERVATEE PETITION FOR TRANSFER ORDERS HEARING DATE AND TIME: DEPT.: (California Conservatorship Jurisdiction Act)

1. I, (name): , (address):

(telephone): (e-mail): ,
the conservator of the person estate in California for the person identified in 2, request that the court order this

proceeding transferred to (name of state): (the receiving state). 2. Conservatee's personal information Name: Residence address:

(telephone): (e-mail):
The conservatee is not developmentally disabled.
The conservatee is not receiving involuntary mental health care or treatment.

3. For a conservatorship of the person: a. Conservatee's relationship to receiving state. Note: Establishment of the conservatee's residence outside California requires a prior court order. (See Prob. Code, § 2352(c) & (d)(2).) (1) The conservatee is physically present in the receiving state (describe circumstances): (2) The conservatee plans to move permanently to the receiving state on (date): . Conservatee's planned residence address in receiving state (if different from address in 2):

   b. I have made, or plan to make, the following arrangements for the conservatee's care in the receiving state (describe):

   Continued on attachment 3b. (Attach a separate sheet of paper or form MC-025.)

   c. I have arranged for the provision of the following services to the conservatee in the receiving state (describe services):

   Continued on attachment 3c. (Attach a separate sheet of paper or form MC-025.)

Form Approved for Optional Use Probate Code, § 2001 Judicial Council of California PETITION FOR TRANSFER ORDERS www.courts.ca.gov GC-363 [Rev. January 1, 2020] (California Conservatorship Jurisdiction Act)

GC-363 CONSERVATORSHIP OF CASE NUMBER: (name): CONSERVATEE

4. For a conservatorship of the estate: a. Conservatee's relationship to the receiving state: (1) The conservatee is physically present in or plans to move permanently to the receiving state. (Give address in 3a.) (2) The conservatee has the following connection(s) to the receiving state (describe all connections): (a) The following family members and other persons entitled to notice of the proceedings live in the receiving state (name and address of each): Continued on Attachment 4a(2)(a). (Use a blank sheet of paper or form MC-025.) (b) The conservatee has been present in the receiving state for a total of months from (date first arrived): to (date last departed): . During that time, the conservatee was absent from the receiving state for a total of months. (c) The conservatee holds a legal or beneficial interest in the following property located in the receiving state (describe each piece of property and give street address of real property or location of personal property): Continued on Attachment 4a(2)(c). (Use a blank sheet of paper or form MC-025.) (d) The conservatee has the following friends and social ties in the receiving state (name and address of each): Continued on Attachment 4a(2)(d). (Use a blank sheet of paper or form MC-025.) (e) The conservatee receives public benefits or services in or from the receiving state (list each): Continued on Attachment 4a(2)(e). (Use a blank sheet of paper or form MC-025.) (f) The conservatee has the following additional connections to the receiving state (if a social security number or other account number is needed to document a connection, list only the last 4 digits (Cal. Rules of Court, rule 1.201(a).)): Registered to vote in the receiving state Filed state tax return in receiving state (year(s) filed): Filed local tax return in receiving state (year(s) filed): Registered vehicle in receiving state (description of vehicle): Driver's license issued by receiving state Other ties (describe each): Continued on Attachment 4a(2)(f). (Use a blank sheet of paper or form MC-025.)

   b. The petitioner has made the following arrangements for management of the conservatee's property in the receiving state (describe all arrangements):

   Continued on Attachment 4b. (Attach a separate sheet of paper or form MC-025.)

(If you have been appointed conservator of both the person and estate for the person named in 2, complete both 3 and 4, above.)

GC-363 [Rev. January 1, 2020] PETITION FOR TRANSFER ORDERS Page 2 of 3 (California Conservatorship Jurisdiction Act)

GC-363 CONSERVATORSHIP OF CASE NUMBER: (name): CONSERVATEE

5. Objections (complete a or b): a. The petitioner is not aware of any objection to the proposed transfer. b. The petitioner knows of or anticipates objections to the proposed transfer.

6. The proposed transfer would be in the best interests of the conservatee for the following reasons (give reasons):

   Continued on Attachment 6. (Use a blank sheet of paper or form MC-025.)

7. The conservatorship is likely to be accepted by the court in the receiving state because (give reasons):

   Continued on Attachment 7. (Use a blank sheet of paper or form MC-025.)

8. Status of reports, accountings, or other documents, if any, required to terminate the California conservatorship:

   Includes documentation of payment of all fees and costs, including attorney's fees. Continued on Attachment 8. (Use a blank sheet of paper or form MC-025.)

Date filed: If not yet filed, date expected:

Date:

(TYPE OR PRINT NAME) (SIGNATURE OF ATTORNEY)

(All petitioners must also sign this form.) (Prob. Code, § 1020.)

I declare under penalty of perjury under the laws of the State of California that the information stated on this form and any attachments is true and correct.

Date:

(TYPE OR PRINT NAME) (SIGNATURE OF PETITIONER)

(TYPE OR PRINT NAME) (SIGNATURE OF PETITIONER)

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