Santa Barbara — SC-6026

Source: https://www.santabarbara.courts.ca.gov/system/files/sc6026.pdf

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SUPERIOR COURT OF CALIFORNIA, COUNTY OF SANTA BARBARA FOR COURT USE ONLY

STREET ADDRESS: MAILING ADDRESS: CITY AND ZIP CODE: BRANCH NAME:

(Check one) GUARDIANSHIP OF CONSERVATORSHIP OF

NAME OF CONSERVATEE OR MINOR:

HEARING DATE: TIME: DEPARTMENT:

CASE NUMBER:

EX PARTE REQUEST FOR ORDER DISPENSING WITH ACCOUNTINGS AND BOND

I am / we are the (Check one): guardian(s) of the estate conservator(s) of the estate of:

____________________________________________. (Name of Minor or Conservatee)

I am / we are the Petitioner(s) in this matter.

1. Letters of guardianship/conservatorship were issued to Petitioner(s) on

______________.
(Date)

2. Assets of the Estate (complete “a” or “b” below, whichever provides most current value):

a. Inventory and Appraisal(s) were filed on (Date or Dates) ______________

showing the estate to be valued at $ __________________.

No Inventory and Appraisal has been filed.

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

3. Dispensing with Account

Petitioner requests the court dispense with future accounting as long as the conditions
specified in Probate Code § 2628(a) are met.

4. Property Values

a. 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

Optional Form SC-6026 [Adopted 1/1/2013] REQUEST FOR ORDER DISPENSING Probate Code § 2628 WITH ACCOUNTS

GUARDIANSHIP OF: CONSERVATORSHIP OF: CASE NUMBER:

4. Property Values (Continued)

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

Description of Asset Value
(Report value at End of Period if
request made after an accounting)

Additional sources described on Attachment 4.

c. Does the estate include a bank account owned by the minor or conservatee?
Yes No

If yes, attach a copy of the most recent account statement(s) as Attachment 4(c).

5. Residence

Does the estate include a residence owned by the minor or conservatee?
Yes No

If yes, did the minor or conservatee live in that residence during the entire period of the report?
Yes No

If no, explain: ___________________________________________________________

______________________________________________________________________

6. Income

a. Does the minor or conservatee receive Social Security and/or SSI payments?
Yes No

b. Does the minor or conservatee receive income other than Social Security, SSI, or other
public benefit payments (such as rental income or investment income)?
Yes No

Optional Form SC-6026 [Adopted 1/1/2013] REQUEST FOR ORDER DISPENSING Probate Code § 2628 WITH ACCOUNTS

GUARDIANSHIP OF: CONSERVATORSHIP OF: CASE NUMBER:

6. Income (Continued)

c. Does the minor or conservatee have the right to receive income from a trust?
Yes No

d. Identify the source and amount of all monthly payments, including public benefits, such
as Social Security or Veteran’s Administration, below:

Source of Monthly Payment Amount Received Monthly

Additional sources described on Attachment 6b.

e. Neither the source nor amount of the conservatee’s or minor’s monthly income is
expected to change. If the conservatee’s or minor’s monthly income does change,
petitioner understands that he or she must contact the court investigator regarding the
changes.

f. All of the conservatee’s or minor’s income was used for the benefit, care, or needs of
the conservatee or minor.

7. Address:

The current address of the minor/conservatee is:

__________________________________________________________

8. Other Information:

Optional Form SC-6026 [Adopted 1/1/2013] REQUEST FOR ORDER DISPENSING Probate Code § 2628 WITH ACCOUNTS

GUARDIANSHIP OF: CONSERVATORSHIP OF: CASE NUMBER:

PRAYER: Petitioner requests that:

1. The court dispense with future accountings provided that the conditions of Probate
Code § 2628(a) are met.
2. The court dispense with the requirement of a bond pursuant to Probate Code section
2323 as long as the conditions of Probate Code § 2628(a) are met.
3. The court grant such other relief as it deems just and proper.

I/we declare under 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 or Guardian) (Signature of Conservator or Guardian)

Date: _______________

_____________________________ ____________________________________
(Type or Print Name of Conservator or Guardian) (Signature of Conservator or Guardian)

Optional Form SC-6026 [Adopted 1/1/2013] REQUEST FOR ORDER DISPENSING Probate Code § 2628 WITH ACCOUNTS

GUARDIANSHIP OF: CONSERVATORSHIP OF: CASE NUMBER:

Attachment 4(c) Account Statements

Optional Form SC-6026 [Adopted 1/1/2013] REQUEST FOR ORDER DISPENSING Probate Code § 2628 WITH ACCOUNTS CLEAR FIELDS PRINT FORM