Los Angeles local probate form — Accounting Bond (LASC PRO 052)

Source: https://lascpubstorage.blob.core.windows.net/forms/Forms%20Comprehensive%20List/LASC%20PRO%20052.pdf

NAME, ADDRESS, AND TELEPHONE NUMBER OF ATTORNEY OR PARTY WITHOUT ATTORNEY: STATE BAR NUMBER FOR COURT USE ONLY

TELEPHONE NO.:

E-MAIL ADDRESS (Optional):

ATTORNEY FOR (Name): SUPERIOR COURT OF CALIFORNIA, COUNTY OF LOS ANGELES COURTHOUSE ADDRESS:

GUARDIANSHIP/CONSERVATORSHIP OF:

CASE NUMBER:

REPORT AND PETITION FOR DISPENSING WITH: □ ACCOUNTING HEARING DATE: □ BOND DEPT.: TIME:

Petitioner is the:  guardian of the estate  conservator of the estate of

.
(Name of Minor or Conservatee)

1. Letters: Letters of guardianship/conservatorship were issued to petitioner
on .

2. Inventory and Appraisal (complete “a” or “b” below):

a.  Inventory and Appraisal(s) were filed herein on
(Date or Dates)
showing the value of the estate to be $ .
 No Inventory and Appraisal has been filed.

b.  The balance on hand at the end of the last accounting period was
$

3. Period of Report

This report covers the period from to ,
inclusive (the “period of the report”).

4. Dispensing with Account

 Petitioner requests an order dispensing with the requirement to account for the
period to .
 Petitioner requests the court dispense with future accounting as long as the
conditions specified in Probate Code § 2628(a) are met.

Petition Dispensing with Accounting and/or Bond
SCLAC PRO 052 Rev. 04/26 PC 2323 and 2628

5. Property Values

   At all times during the period of the report, did the estate consist of property with a total net value of less than $15,000 (not including the value of the minor’s or conservatee’s residence)?  Yes  No

   If yes, describe the estate’s property and its value below:

   Description of Asset Value at Beginning of Report Value at End of Report
   Period Period

6. Residence

   Does the estate include a residence owned by the minor/conservatee?  Yes  No If yes, did the minor/conservatee live in that residence during the entire period of the report?  Yes  No

   If no, explain:

   Petition Dispensing with Accounting and/or Bond

SCLAC PRO 052 Rev. 04/26 PC 2323 and 2628

7. Income

   Did the minor or conservatee receive Social Security and/or SSI payments during the period of the report?  Yes  No

   Did the minor or conservatee receive income other than Social Security, SSI, or other public benefit payments during the period of the report?  Yes  No

   If yes, identify the source and amount of monthly payments below:

   Describe Source of Monthly Monthly Amount at Beginning of Monthly Amount at End of Report Payments Report Period Period

8. Bond

 Petitioner requests that the court dispense with the requirement of bond for the guardian/conservator of the estate.  During the entire period covered by this report, the estate met the conditions specified in Probate Code § 2628(a).

9. Veterans Administration Benefits

    The guardianship/conservatorship estate does not receive money from the Veterans Administration, receive revenue or profit from money received from the Veterans Administration, or contain property acquired with money from the Veterans Administration. (Notice to the Veterans Administration is not required.) Petition Dispensing with Accounting and/or Bond

SCLAC PRO 052 Rev. 04/26 PC 2323 and 2628

 The guardianship/conservatorship estate receives money from the Veterans Administration, receives revenue or profit from money received from the Veterans Administration, or contains property acquired with money from the Veterans Administration. (Notice to the Veterans Administration is required.)

10. State Hospital

 The minor or conservatee was not a patient in a state hospital at any time during the period of the account.  The minor or conservatee was a patient in, on leave from, or on outpatient status from a state hospital during some or all of the period of the account and notice to the Director of the Department of Mental Health or the Director of the Department of Developmental Services is required.  Notice to the Director of the Department of Mental Health or the Director of the Department of Developmental Services is not required because the value of the guardianship/conservatorship estate is less than $1,500, the annual gross income of the guardianship/conservatorship estate is less than $6,000, and the minor or conservatee is not a patient in, on leave from, or on outpatient status from a state hospital.

11. Address

The current address of the minor/conservatee is:

PRAYER: Petitioner requests that:

1. This report be approved.

2. The court dispense with the requirement of an accounting for the period from to .
3. The court dispense with future accountings provided that the conditions of Probate Code § 2628(b) are met.
4. The court dispense with the requirement of a bond provided that the conditions of Probate Code § 2628(b) are met
5. The court grant such other relief as it deems just and proper.

Dated: SIGN (Signature)

(Typed or Printed Name)

Petition Dispensing with Accounting and/or Bond

SCLAC PRO 052 Rev. 04/26 PC 2323 and 2628

VERIFICATION

I declare under penalty of perjury under the laws of the State of California that the

foregoing is true and correct of my own personal knowledge, except as to matters stated on information and belief, and as to those matters I believe them to be true.

Executed this day of , 2____, at _____.
(City and State)

SIGN

(Signature)

Petition Dispensing with Accounting and/or Bond

SCLAC PRO 052 Rev. 04/26 PC 2323 and 2628

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