State statute
Santa Clara — Form PB-4005
California foreclosure, tax-defaulted, court-ordered and probate-sale law and official procedures — verbatim and citable.
- Edition
- 2026-09-26
- Last updated
- 2026-09-27
- Jurisdiction
- Santa Clara County
Santa Clara — Form PB-4005¶
Page 1¶
ATTACHMENT PB-4005
For Court use only:
Temp hrg date: __________________
Perm hrg date: __________________
REFERRAL FOR COURT INVESTIGATOR & QUESTIONNAIRE - GUARDIANSHIP
Case number (if you have one): Guardianship of (name): Person Estate
▪ Do you think anyone will disagree with the guardianship? Yes No
If yes, who? Name: Telephone number:
▪ Has Child Protective Services (CPS) ever been called about the children in this case? Yes No
If yes, which County: Santa Clara Other (County name):
Are there any custody orders about the children in this case? Yes No
If yes, which County: Santa Clara Other (County name):
What is the primary language spoken in the home?____________________________________________
Information about the CHILDREN
▪ Child Name:
▪ Birth Date:
▪ Social Security Number:
▪ School, Grade, School Telephone Number:
▪ Child Name:
▪ Birth Date:
▪ Social Security number:
▪ School, Grade, School Telephone Number:
▪ Child Name:
▪ Birth Date:
▪ Social Security Number:
▪ School, Grade, School Telephone Number:
Check if there are more children in the case add information about them on another page.
CONFIDENTIAL – DO NOT PUT IN COURT FILE
REFERRAL FOR COURT INVESTIGATOR & QUESTIONNAIRE - GUARDIANSHIP (PROBATE)
PB-4005 REV 07/01/2022 Page 1 of 2 For Mandatory Use
Page 2¶
ATTACHMENT PB-4005
Information about the PROPOSED GUARDIANS’S ATTORNEY
Proposed Guardian doesn’t have an attorney
Name:______________________________________ email______________________________________-
Address:
Phone Number: Fax Number:
Information about the PROPOSED GUARDIAN(S)
Proposed Guardian :
▪ Name:____________________________________ email_________________________________________ ▪ Relationship to child(ren): Grandparent Aunt/Uncle Other:
▪ Birth Date:
▪ Social Security Number:
▪ Driver’s License Number:
▪ Home Address:
▪ Home Phone Number: Cell Phone Number:
▪ Work Address:
▪ Work Phone Number: Fax Number:
Proposed Guardian :
▪ Name: ____________________________________ email_________________________________________ ▪ Relationship to child(ren): Grandparent Aunt/Uncle Other:
▪ Birth Date:
▪ Social Security Number:
▪ Driver’s License Number:
▪ Home Address:
▪ Home Phone Number: Cell Phone Number:
▪ Work Address:
▪ Work Phone Number: Fax Number:
All proposed Guardians must answer these questions:
- Have you ever been convicted of a misdemeanor or felony offense? Yes No
If yes, what offense(s): Date: County:
- Is there a social worker, probation or parole officer supervising you or ANY person who lives with you? Yes No
If yes, explain:
CONFIDENTIAL – DO NOT PUT IN COURT FILE
REFERRAL FOR COURT INVESTIGATOR & QUESTIONNAIRE - GUARDIANSHIP (Probate)
PB-4005 REV 07/01/2022 Page 2 of 3 For Mandatory Use
Page 3¶
ATTACHMENT PB-4005
I/We declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. SIGN
Date: Proposed Guardian 1 signs here: SIGN
Date: Proposed Guardian 2 signs here:
Information about OTHER ADULTS (age 18 or older) WHO LIVE IN YOUR HOME
▪ Name: ____________________________________ email_________________________________________
▪ Birth Date:
▪ Social Security Number:
▪ Driver’s License Number: State:
▪ Name: ____________________________________ email_________________________________________
▪ Birth Date:
▪ Social Security Number:
▪ Driver’s License Number: State:
▪ Name: ____________________________________ email_________________________________________
▪ Birth Date:
▪ Social Security Number:
▪ Driver’s License Number: State:
▪ Name: ____________________________________ email_________________________________________
▪ Birth Date:
▪ Social Security Number:
▪ Driver’s License Number: State:
▪ Name: ____________________________________ email_________________________________________
▪ Birth Date:
▪ Social Security Number:
▪ Driver’s License Number: State:
More adults live in my home. I’ve attached information about them on a separate page.
CONFIDENTIAL – DO NOT PUT IN COURT FILE
REFERRAL FOR COURT INVESTIGATOR & QUESTIONNAIRE - GUARDIANSHIP (Probate)
PB-4005 REV 07/01/2022 Page 3 of 3 For Mandatory Use