San Mateo — 13-122

Source: https://sanmateo.courts.ca.gov/system/files/13-122.pdf

Sparse pages use OCR; original PDF remains authoritative.

10 ll 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 STANDING ORDER 13-122 JOHN C. BEIERS, COUNTY COUNSEL (SBN 144282) By: Aimee B. Armsby, Deputy (SBN 226967) By: Justin W. Mates, Deputy (SBN 261830) ; 4 1 5 1 2 0 201 274 1256 73 -1 5 1 5 1 2 1 201 303 55 23 96.844635 Hall 5 1 5 1 2 2 266 302 31 24 96.892082 of 5 1 5 1 2 3 302 303 90 23 96.456947 Justice 5 1 5 1 2 4 402 302 45 24 96.935265 and 5 1 5 1 2 5 457 298 107 49 96.690224 Records 5 1 5 1 2 6 1214 284 35 45 32.591434 K 5 1 5 1 2 7 1263 282 26 45 27.483955 I 5 1 5 1 2 8 1302 280 41 45 86.986046 L 5 1 5 1 2 9 1360 277 39 44 77.943756 K 5 1 5 1 2 10 1413 274 44 45 79.910019 b 4 1 5 1 3 0 200 327 1308 43 -1 5 1 5 1 3 1 200 336 49 24 96.446793 400 5 1 5 1 3 2 260 336 96 30 96.822342 County 5 1 5 1 3 3 366 336 93 28 92.837013 Center, 5 1 5 1 3 4 470 330 32 29 74.290260 6" 5 1 5 1 3 5 513 336 71 23 96.288353 Floor 5 1 5 1 3 6 1169 341 66 29 95.490044 SAN 5 1 5 1 3 7 1246 334 113 32 93.270081 MATEO 5 1 5 1 3 8 1369 327 139 33 89.591156 GOUNTY 2 1 6 0 0 0 200 369 364 97 -1 3 1 6 1 0 0 200 369 364 97 -1 4 1 6 1 1 0 201 369 352 30 -1 5 1 6 1 1 1 201 369 124 24 95.832878 Redwood 5 1 6 1 1 2 337 369 63 30 95.811111 City, 5 1 6 1 1 3 411 369 44 24 95.332962 CA 5 1 6 1 1 4 473 369 80 24 95.332962 94063 4 1 6 1 2 0 200 402 364 31 -1 5 1 6 1 2 1 200 402 147 31 96.704086 Telephone: 5 1 6 1 2 2 359 403 69 29 95.836327 (650) 5 1 6 1 2 3 439 403 125 23 95.836327 363-4768 4 1 6 1 3 0 202 436 343 30 -1 5 1 6 1 3 1 202 436 127 24 96.179787 Facsimile 5 1 6 1 3 2 339 436 70 30 96.708389 (650) 5 1 6 1 3 3 420 436 125 23 96.426407 363-4034 2 1 7 0 0 0 201 501 660 32 -1 3 1 7 1 0 0 201 501 660 32 -1 4 1 7 1 1 0 201 501 660 32 -1 5 1 7 1 1 1 201 504 129 29 96.772003 Attorneys 5 1 7 1 1 2 341 502 38 24 96.398643 for 5 1 7 1 1 3 389 503 46 23 96.424675 San 5 1 7 1 1 4 446 503 82 23 96.342331 Mateo 5 1 7 1 1 5 540 503 97 29 96.855034 County 5 1 7 1 1 6 646 502 85 24 96.823647 Public 5 1 7 1 1 7 741 501 120 25 96.433418 Guardian 2 1 8 0 0 0 1143 390 418 255 -1 3 1 8 1 0 0 1143 390 418 255 -1 4 1 8 1 1 0 1143 390 418 255 -1 5 1 8 1 1 1 1143 390 418 255 95.000000 2 1 9 0 0 0 458 658 894 101 -1 3 1 9 1 0 0 458 658 894 101 -1 4 1 9 1 1 0 458 658 894 35 -1 5 1 9 1 1 1 458 670 32 23 96.312950 IN 5 1 9 1 1 2 500 670 64 23 96.883896 THE 5 1 9 1 1 3 575 669 160 23 96.504349 SUPERIOR 5 1 9 1 1 4 745 669 110 23 96.526512 COURT 5 1 9 1 1 5 866 669 39 23 96.645851 OF 5 1 9 1 1 6 915 669 64 23 95.980095 THE 5 1 9 1 1 7 991 669 100 23 95.980095 STATE 5 1 9 1 1 8 1104 658 34 34 96.095604 OF 5 1 9 1 1 9 1143 658 209 34 95.578102 CALIFORNIA 4 1 9 1 2 0 576 735 658 24 -1 5 1 9 1 2 1 576 736 32 23 96.626137 IN 5 1 9 1 2 2 619 736 70 22 96.515114 AND 5 1 9 1 2 3 699 736 64 23 95.831116 FOR 5 1 9 1 2 4 772 736 63 22 95.222244 THE 5 1 9 1 2 5 846 736 137 23 96.333252 COUNTY 5 1 9 1 2 6 994 735 40 23 96.402649 OF 5 1 9 1 2 7 1045 735 63 23 95.955719 SAN 5 1 9 1 2 8 1119 735 115 23 96.391731 MATEO 2 1 10 0 0 0 922 802 680 191 -1 3 1 10 1 0 0 922 802 680 191 -1 4 1 10 1 1 0 924 802 667 24 -1 5 1 10 1 1 1 924 803 43 23 95.015602 EX 5 1 10 1 1 2 978 803 110 23 95.761871 PARTE 5 1 10 1 1 3 1098 802 230 24 95.880386 APPLICATION 5 1 10 1 1 4 1340 802 68 23 96.569038 FOR 5 1 10 1 1 5 1418 802 173 24 96.000183 STANDING 4 1 10 1 2 0 923 836 578 23 -1 5 1 10 1 2 1 923 836 119 23 95.330215 ORDER 5 1 10 1 2 2 1052 836 180 23 95.695770 GRANTING 5 1 10 1 2 3 1241 836 205 23 95.765205 AUTHORITY 5 1 10 1 2 4 1455 836 46 23 96.624702 TO 4 1 10 1 3 0 922 869 610 24 -1 5 1 10 1 3 1 922 869 130 24 96.296349 ACCESS 5 1 10 1 3 2 1063 869 99 24 95.688423 JOINT 5 1 10 1 3 3 1172 869 95 23 95.668106 BANK 5 1 10 1 3 4 1275 869 164 23 95.705109 TENANCY 5 1 10 1 3 5 1449 869 83 23 95.887596 SAFE 4 1 10 1 4 0 922 902 680 24 -1 5 1 10 1 4 1 922 903 146 23 96.483337 DEPOSIT 5 1 10 1 4 2 1078 903 109 23 96.910545 BOXES 5 1 10 1 4 3 1198 903 45 23 91.819519 OF 5 1 10 1 4 4 1253 902 270 24 91.819519 CONSERVATEES 5 1 10 1 4 5 1533 903 69 23 96.197342 AND 4 1 10 1 5 0 922 936 660 23 -1 5 1 10 1 5 1 922 936 247 23 96.598228 DECLARATION 5 1 10 1 5 2 1181 936 44 23 96.490578 OF 5 1 10 1 5 3 1234 936 112 23 93.112938 AIMEE 5 1 10 1 5 4 1357 936 28 23 92.986557 B. 5 1 10 1 5 5 1396 936 141 23 96.000816 ARMSBY 5 1 10 1 5 6 1548 936 34 23 96.960030 IN 4 1 10 1 6 0 923 969 325 24 -1 5 1 10 1 6 1 923 969 154 24 95.671570 SUPPORT 5 1 10 1 6 2 1087 970 161 23 95.671570 THEREOF 2 1 11 0 0 0 197 1057 706 6 -1 3 1 11 1 0 0 197 1057 706 6 -1 4 1 11 1 1 0 197 1057 706 6 -1 5 1 11 1 1 1 197 1057 706 6 95.000000 2 1 12 0 0 0 184 38 11 2126 -1 3 1 12 1 0 0 184 38 11 2126 -1 4 1 12 1 1 0 184 38 11 2126 -1 5 1 12 1 1 1 184 38 11 2126 95.000000 2 1 13 0 0 0 171 38 11 2127 -1 3 1 13 1 0 0 171 38 11 2127 -1 4 1 13 1 1 0 171 38 11 2127 -1 5 1 13 1 1 1 171 38 11 2127 95.000000 2 1 14 0 0 0 203 1133 1401 828 -1 3 1 14 1 0 0 304 1133 533 30 -1 4 1 14 1 1 0 304 1133 533 30 -1 5 1 14 1 1 1 304 1134 17 28 94.075935 I, 5 1 14 1 1 2 331 1133 88 24 93.288460 Aimee 5 1 14 1 1 3 430 1134 25 23 93.037399 B. 5 1 14 1 1 4 467 1133 114 30 96.312431 Armsby, 5 1 14 1 1 5 591 1133 96 23 96.899200 declare 5 1 14 1 1 6 697 1141 25 15 96.849846 as 5 1 14 1 1 7 732 1133 105 24 96.849846 follows: 3 1 14 2 0 0 203 1199 1391 158 -1 4 1 14 2 1 0 307 1199 1234 31 -1 5 1 14 2 1 1 307 1200 19 23 71.962135 1, 5 1 14 2 1 2 353 1199 59 24 78.634216 This 5 1 14 2 1 3 422 1207 29 16 96.660492 ex 5 1 14 2 1 4 462 1202 64 28 96.999451 parte 5 1 14 2 1 5 537 1199 146 31 96.979950 application 5 1 14 2 1 6 693 1199 38 24 96.904236 for 5 1 14 2 1 7 741 1207 13 16 95.925392 a 5 1 14 2 1 8 764 1199 111 30 95.925392 standing 5 1 14 2 1 9 884 1200 70 23 96.901161 order 5 1 14 2 1 10 963 1200 21 23 96.997902 is 5 1 14 2 1 11 995 1199 70 24 95.335640 made 5 1 14 2 1 12 1075 1207 32 16 96.258820 on 5 1 14 2 1 13 1117 1199 83 24 96.894569 behalf 5 1 14 2 1 14 1206 1199 31 24 96.894569 of 5 1 14 2 1 15 1243 1199 39 24 96.087379 the 5 1 14 2 1 1

2 1 7 741 1207 13 16 95.925392 a 5 1 14 2 1 8 764 1199 111 30 95.925392 standing 5 1 14 2 1 9 884 1200 70 23 96.901161 order 5 1 14 2 1 10 963 1200 21 23 96.997902 is 5 1 14 2 1 11 995 1199 70 24 95.335640 made 5 1 14 2 1 12 1075 1207 32 16 96.258820 on 5 1 14 2 1 13 1117 1199 83 24 96.894569 behalf 5 1 14 2 1 14 1206 1199 31 24 96.894569 of 5 1 14 2 1 15 1243 1199 39 24 96.087379 the 5 1 14 2 1 16 1293 1200 48 23 96.492149 San 5 1 14 2 1 17 1352 1200 82 23 96.480743 Mateo 5 1 14 2 1 18 1444 1200 97 30 96.940475 County 4 1 14 2 2 0 203 1266 1391 31 -1 5 1 14 2 2 1 203 1266 85 24 96.339699 Public 5 1 14 2 2 2 298 1266 121 24 96.889671 Guardian 5 1 14 2 2 3 430 1266 23 24 96.577675 in 5 1 14 2 2 4 463 1266 101 24 96.424561 relation 5 1 14 2 2 5 574 1269 25 21 96.850487 to 5 1 14 2 2 6 609 1266 40 24 96.987373 the 5 1 14 2 2 7 660 1266 99 24 96.395683 Probate 5 1 14 2 2 8 769 1266 216 30 96.395683 Conservatorship 5 1 14 2 2 9 996 1266 46 24 96.431320 and 5 1 14 2 2 10 1053 1267 54 23 96.841835 LPS 5 1 14 2 2 11 1118 1266 216 31 96.874153 Conservatorship 5 1 14 2 2 12 1345 1273 68 17 96.783150 cases 5 1 14 2 2 13 1423 1274 55 16 96.151878 now 5 1 14 2 2 14 1488 1266 106 31 96.795647 pending 4 1 14 2 3 0 204 1333 224 24 -1 5 1 14 2 3 1 204 1333 84 24 96.475090 before 5 1 14 2 3 2 298 1333 40 23 96.475090 the 5 1 14 2 3 3 347 1333 81 24 95.713142 Court. 3 1 14 3 0 0 205 1399 1358 96 -1 4 1 14 3 1 0 305 1399 1258 31 -1 5 1 14 3 1 1 305 1400 22 23 94.932098 2. 5 1 14 3 1 2 366 1407 39 16 88.231491 1am 5 1 14 3 1 3 415 1399 129 31 96.511406 employed 5 1 14 3 1 4 555 1407 25 16 96.976700 as 5 1 14 3 1 5 592 1407 13 16 96.841637 a 5 1 14 3 1 6 614 1400 98 30 96.099937 Deputy 5 1 14 3 1 7 721 1400 96 29 96.757431 County 5 1 14 3 1 8 828 1399 106 24 96.471237 Counsel 5 1 14 3 1 9 947 1399 37 24 96.520485 for 5 1 14 3 1 10 993 1399 40 24 96.824455 the 5 1 14 3 1 11 1042 1400 96 29 96.675301 County 5 1 14 3 1 12 1148 1399 29 24 96.568520 of 5 1 14 3 1 13 1184 1400 47 23 96.568520 San 5 1 14 3 1 14 1241 1400 93 28 96.891487 Mateo, 5 1 14 3 1 15 1345 1399 44 24 96.984276 and 5 1 14 3 1 16 1402 1399 105 24 96.833794 licensed 5 1 14 3 1 17 1518 1400 45 23 96.926643 and 4 1 14 3 2 0 205 1465 864 30 -1 5 1 14 3 2 1 205 1465 139 24 96.532112 authorized 5 1 14 3 2 2 354 1469 24 20 97.003120 to 5 1 14 3 2 3 388 1466 104 29 97.011787 practice 5 1 14 3 2 4 502 1465 45 24 96.876534 law 5 1 14 3 2 5 558 1465 25 23 96.954514 in 5 1 14 3 2 6 593 1465 30 24 96.944412 all 5 1 14 3 2 7 635 1466 87 23 96.402046 Courts 5 1 14 3 2 8 733 1465 30 24 96.237877 of 5 1 14 3 2 9 769 1466 39 23 96.657417 the 5 1 14 3 2 10 818 1466 64 23 96.579803 State 5 1 14 3 2 11 892 1465 30 24 96.694305 of 5 1 14 3 2 12 929 1465 140 24 96.909286 California. 3 1 14 4 0 0 206 1531 1398 98 -1 4 1 14 4 1 0 306 1531 1298 31 -1 5 1 14 4 1 1 306 1532 21 23 93.203896 3. 5 1 14 4 1 2 347 1533 9 22 12.218018 L 5 1 14 4 1 3 366 1535 120 27 12.218018 represent 5 1 14 4 1 4 496 1532 40 23 96.787384 the 5 1 14 4 1 5 545 1531 85 24 96.504868 Public 5 1 14 4 1 6 641 1532 122 23 96.889198 Guardian 5 1 14 4 1 7 772 1532 25 23 95.899170 in 5 1 14 4 1 8 807 1532 46 24 95.899170 and 5 1 14 4 1 9 866 1532 35 23 96.258560 for 5 1 14 4 1 10 910 1532 40 23 96.258560 the 5 1 14 4 1 11 960 1533 98 29 96.721115 County 5 1 14 4 1 12 1067 1531 30 24 96.620178 of 5 1 14 4 1 13 1104 1532 46 23 96.472916 San 5 1 14 4 1 14 1160 1533 83 22 96.153313 Mateo 5 1 14 4 1 15 1254 1532 51 30 96.153313 (the 5 1 14 4 1 16 1314 1532 99 23 96.363533 “Public 5 1 14 4 1 17 1423 1532 146 30 68.064117 Guardian”) 5 1 14 4 1 18 1580 1532 24 23 95.604424 in 4 1 14 4 2 0 206 1598 778 31 -1 5 1 14 4 2 1 206 1598 31 24 96.744225 all 5 1 14 4 2 2 249 1598 207 31 96.726913 conservatorship 5 1 14 4 2 3 465 1598 161 31 95.771141 proceedings 5 1 14 4 2 4 637 1598 106 31 96.357948 pending 5 1 14 4 2 5 751 1598 85 24 96.866486 before 5 1 14 4 2 6 846 1598 46 24 96.711388 this 5 1 14 4 2 7 903 1599 81 23 95.558380 Court. 3 1 14 5 0 0 206 1664 1398 297 -1 4 1 14 5 1 0 306 1664 1279 31 -1 5 1 14 5 1 1 306 1665 22 23 92.101913 4. 5 1 14 5 1 2 347 1665 51 23 96.741646 The 5 1 14 5 1 3 408 1665 83 24 96.550674 Public 5 1 14 5 1 4 501 1665 123 23 96.796944 Guardian 5 1 14 5 1 5 633 1665 44 23 96.599617 has 5 1 14 5 1 6 688 1665 45 23 96.933022 had 5 1 14 5 1 7 744 1672 13 16 96.897568 a 5 1 14 5 1 8 766 1665 122 30 96.663567 recurring 5 1 14 5 1 9 896 1665 111 30 96.127975 problem 5 1 14 5 1 10 1019 1665 125 30 93.279564 accessing 5 1 14 5 1 11 1154 1666 177 23 90.960747 conservatees’ 5 1 14 5 1 12 1344 1664 52 25 96.855125 safe 5 1 14 5 1 13 1406 1665 94 30 96.991379 deposit 5 1 14 5 1 14 1510 1665 75 24 96.611244 boxes 4 1 14 5 2 0 206 1731 1295 30 -1 5 1 14 5 2 1 206 1731 49 23 96.596733 that 5 1 14 5 2 2 265 1739 39 15 96.596733 are 5 1 14 5 2 3 314 1731 54 23 96.740608 held 5 1 14 5 2 4 379 1731 25 23 96.598366 in 5 1 14 5 2 5 410 1731 63 30 96.836281 joint 5 1 14 5 2 6 482 1734 110 27 96.751633 tenancy. 5 1 14 5 2 7 612 1732 23 22 96.621544 A 5 1 14 5 2 8 645 1735 155 20 96.588150 conservator 5 1 14 5 2 9 809 1731 29 24 96.480965 of 5 1 14 5 2 10 845 1731 39 24 96.675209 the 5 1 14 5 2 11 894 1734 75 20 96.893501 estate 5 1 14 5 2 12 978 1731 43 24 96.587158 has 5 1 14 5 2 13 1031 1731 40 24 95.997894 the 5 1 14 5 2 14 1082 1739 65 16 96.795273 same 5 1 14 5 2 15 1157 1731 61 30 96.310860 legal 5 1 14 5 2 16 1230 1731 120 30 96.737671 authority 5 1 14 5 2 17 1359 1735 24 20 96.838684 to 5 1 14 5 2 18 1394 1739 83 16 96.571671 access 5 1 14 5 2 19 1487 1739 14 16 96.571671 a 4 1 14 5 3 0 207 1797 1193 31 -1 5 1 14 5 3 1 207 1798 179 23 92.653656 conservatee’s 5 1 14 5 3 2 396 1797 52 24 96.342201 safe 5 1 14 5 3 3 458 1797 95 31 94.992706 deposit 5 1 14 5 3 4 562 1797 50 23 96.308289 box 5 1 14 5 3 5 622 1805 26 16 97.006424 as 5 1 14 5 3 6 659 1797 39 24 93.268867 the 5 1 14 5 3 7 708 1800 155 21 92.838097 conservatee 5 1 14 5 3 8 873 1797 82 24 96.791023 would 5 1 14 5 3 9 965 1797 69 29 96.9

1 -1 5 1 14 5 3 1 207 1798 179 23 92.653656 conservatee’s 5 1 14 5 3 2 396 1797 52 24 96.342201 safe 5 1 14 5 3 3 458 1797 95 31 94.992706 deposit 5 1 14 5 3 4 562 1797 50 23 96.308289 box 5 1 14 5 3 5 622 1805 26 16 97.006424 as 5 1 14 5 3 6 659 1797 39 24 93.268867 the 5 1 14 5 3 7 708 1800 155 21 92.838097 conservatee 5 1 14 5 3 8 873 1797 82 24 96.791023 would 5 1 14 5 3 9 965 1797 69 29 96.994156 have, 5 1 14 5 3 10 1045 1797 42 24 97.001434 but 5 1 14 5 3 11 1098 1797 36 24 97.001434 for 5 1 14 5 3 12 1142 1798 40 23 96.819717 the 5 1 14 5 3 13 1191 1797 124 30 96.865158 disability 5 1 14 5 3 14 1324 1797 31 24 96.931824 of 5 1 14 5 3 15 1361 1797 39 24 96.987823 the 4 1 14 5 4 0 207 1863 1345 31 -1 5 1 14 5 4 1 207 1863 215 30 95.999290 conservatorship. 5 1 14 5 4 2 444 1864 75 29 96.671936 Many 5 1 14 5 4 3 528 1863 85 29 96.665367 banks, 5 1 14 5 4 4 624 1863 121 28 96.605476 however, 5 1 14 5 4 5 756 1871 25 16 94.987457 as 5 1 14 5 4 6 792 1871 14 16 94.987457 a 5 1 14 5 4 7 813 1863 115 31 96.901924 practical 5 1 14 5 4 8 939 1867 84 20 96.753281 matter 5 1 14 5 4 9 1033 1864 155 30 96.551285 customarily 5 1 14 5 4 10 1197 1863 81 24 96.570763 refuse 5 1 14 5 4 11 1287 1864 40 23 96.376724 the 5 1 14 5 4 12 1337 1863 84 24 96.331131 Public 5 1 14 5 4 13 1432 1864 120 23 96.273567 Guardian 4 1 14 5 5 0 207 1929 1397 32 -1 5 1 14 5 5 1 207 1937 83 17 96.369301 access 5 1 14 5 5 2 300 1932 24 21 93.284340 to 5 1 14 5 5 3 335 1932 155 22 81.480682 conservatee 5 1 14 5 5 4 500 1929 53 24 95.699944 safe 5 1 14 5 5 5 563 1929 95 31 96.967621 deposit 5 1 14 5 5 6 667 1930 77 23 96.275421 boxes 5 1 14 5 5 7 755 1929 79 24 96.894341 which 5 1 14 5 5 8 844 1937 40 16 96.472679 are 5 1 14 5 5 9 893 1929 56 24 96.472679 held 5 1 14 5 5 10 960 1930 25 23 96.625511 in 5 1 14 5 5 11 991 1930 63 30 96.879601 joint 5 1 14 5 5 12 1065 1933 107 27 96.786140 tenancy, 5 1 14 5 5 13 1183 1930 134 30 96.503227 regardless 5 1 14 5 5 14 1327 1930 31 23 96.657784 of 5 1 14 5 5 15 1364 1930 39 23 96.802795 the 5 1 14 5 5 16 1414 1930 153 31 96.814415 relationship 5 1 14 5 5 17 1578 1938 26 16 97.011864 or 2 1 15 0 0 0 207 1996 1410 31 -1 3 1 15 1 0 0 207 1996 1410 31 -1 4 1 15 1 1 0 207 1996 1410 31 -1 5 1 15 1 1 1 207 1996 54 24 96.863251 lack 5 1 15 1 1 2 271 1996 30 23 96.863251 of 5 1 15 1 1 3 307 2003 67 17 96.863174 same 5 1 15 1 1 4 383 1996 110 24 95.868713 between 5 1 15 1 1 5 503 1996 40 24 92.800117 the 5 1 15 1 1 6 553 1999 156 21 91.964874 conservatee 5 1 15 1 1 7 719 1996 46 24 96.574776 and 5 1 15 1 1 8 776 1996 39 24 96.730576 the 5 1 15 1 1 9 824 1996 69 24 96.220001 other 5 1 15 1 1 10 899 1996 64 31 92.429184 joint 5 1 15 1 1 11 973 1997 127 29 92.429184 tenants(s) 5 1 15 1 1 12 1111 1996 44 24 96.853333 and 5 1 15 1 1 13 1165 1996 135 31 96.941002 regardless 5 1 15 1 1 14 1310 1996 31 24 96.997490 of 5 1 15 1 1 15 1347 1996 40 24 96.927048 the 5 1 15 1 1 16 1396 1997 136 30 96.090279 ownership 5 1 15 1 1 17 1542 1997 30 23 96.154480 of 5 1 15 1 1 18 1578 1997 39 24 96.154480 the 2 1 16 0 0 0 1625 37 16 2128 -1 3 1 16 1 0 0 1625 37 16 2128 -1 4 1 16 1 1 0 1625 37 16 2128 -1 5 1 16 1 1 1 1625 37 16 2128 95.000000

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 property contained in the boxes. 5. In most cases where access has been a problem, the property in the boxes in question have been the sole property of the conservatee, and the joint tenant has been placed on the account for convenience purposes only. In some cases, the joint tenant is a relative or close friend who actually has the best interests of the conservatee in mind. In many cases, unfortunately, the joint tenant is a financial abuser, sometimes related to the conservatee, many times not. The position of some banks has been that a joint tenant may access a safe deposit box at any time, regardless of the ownership of the contents, but that a conservator does not have that authority absent a court order. 6. The Public Guardian has a compelling need to access the safe deposit boxes of conservatees as expeditiously as possible. In many cases, there is ongoing financial abuse of the conservatee and an exigent need exists to take control of wills and other important documents, and sometimes cash, before the abuser can abscond with them. Ifthe Public Guardian is not permitted to stand in the shoes of a conservatee and exercise the same authority over a joint tenancy safe deposit box as the conservatee or any other joint tenant, there is nothing to prevent a wrongdoer from wrongfully removing and stealing the conservatee’s property and documents from the boxes. The Public Guardian has no desire to expropriate the property of individuals who have legitimately a safe deposit box with a conservatee. Rather, the Public Guardian requests only to have enforced the same authority over conservatees’ safe deposit boxes as any joint tenant, including the conservatee, would have. 7. In order to protect the due process rights of joint tenants, the standing order could include a requirement that the Public Guardian make a reasonable attempt to notify the joint tenant(s) that the Public Guardian has taken control of the safe deposit box, and that the joint tenant(s) has/have thirty (30) days to provide written evidence of any claimed ownership interest in any of the contents in said box. 8. This application supersedes the application made May 30, 1997. WHEREFORE, Petitioner prays for a standing order of this Court authorizing the Public Guardian to exercise control over the joint tenancy safe deposit boxes of conservatees, whether the conservatorship is permanent or temporary, to the same degree as could a joint tenant, and requiring all banks and other financial institutions situated in California allow the Public Guardian full access to, and control over, safe deposit boxes of which a conservatee of the Public Guardian is a joint tenant and for

ao ND 10 ir 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 such other relief as the Court may deem proper. I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct except as to those matters asserted on information and belief and as to those matters, I believe them to be true. Executed this 14 day of August, 2013 at Redwood City, California. _/ Ainiee B. /) Deputy

10 ll 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 STANDING ORDER 13-122 JOHN C. BEIERS, COUNTY COUNSEL (SBN 144282) By: Aimee B. Armsby, Deputy (SBN 226967) By: Justin W. Mates, Deputy (SBN 261830) i q L E Dp Hall of Justice and Records SAN MATEO COUNTY 400 County Center, 6"" Floor Redwood City, CA 94063 AUG 1 5 2013 Telephone: (650) 363-4768 f Facsimile (650) 363-4034 Ciera in : e { e 7 . . Bi Attorneys for San Mateo County Public Guardian y J) CLERK NN — IN THE SUPERIOR COURT OF THE STATE OF CALIFORNIA IN AND FOR THE COUNTY OF SAN MATEO STANDING ORDER GRANTING AUTHORITY TO ACCESS JOINT TENANCY SAFE DEPOSIT BOXES OF CONSERVATEES Based upon the Ex Parte Application of Aimee B. Armsby, Deputy County Counsel, as attorney for the Office of the San Mateo County Public Guardian and, for good cause appearing, IT IS HEREBY ORDERED that:

1. The San Mateo County Public Guardian (the “Public Guardian”) as conservator of the estate of conservatees possessing joint tenancy safe deposit boxes in banks and other financial institutions, is hereby authorized to access said joint tenancy boxes and to exercise control over the contents of those boxes to the same degree as could a joint tenant;
2. All banks and other financial institutions in the State of California offering safe deposit boxes for rent, and the officers and employees of such institutions, are required to comply with a valid demand by the Public Guardian or its duly deputized representative, as conservator of the estate of a conservatee retaining a safe deposit box at such institution to access said box, whether or not held in joint tenancy;
3. A demand by the Public Guardian or its duly deputized representative shall be considered valid if accompanied by a certified copy of this Order and a certified copy of Letters of Conservatorship naming the Public Guardian as conservator of the estate of any person named as a joint tenant in said safe deposit box;

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 26 27 28 4. Upon demand by the Public Guardian, the bank or other financial institution shall immediately attempt to notify any and all joint tenants of this Order and of the Public Guardian’s demand for access. An officer of the institution and a duly deputized representative of the Public Guardian shall agree on a time during normal banking hours not less than ten (10) days nor more than fifteen (15) days following a demand by the Public Guardian for opening the box and conducting an inventory of the contents. Any joint tenant may be present at the time the box is opened and the contents inventoried. Any contents that are not clearly the property of a joint tenant other than the conservatee shall be released to the duly deputized representative of the Public Guardian, as conservator of the estate of the conservatee. A copy of an inventory conducted pursuant to this Order shall be provided on the same day to the Public Guardian; 5. Following receipt of a valid demand by the Public Guardian accompanied by a certified copy of this Order, neither the institution nor its officers nor the employees of any such institution may allow access to the safe deposit box in question to any joint tenant unless a duly deputized representative of the Public Guardian is present when the box is opened. If the box is opened at the request of a joint tenant other than the conservatee, such joint tenant may remove only such property as the joint tenant can unequivocally demonstrate is his or her property; 6. The Public Guardian or its duly deputized representative is authorized to remove any and all contents from any safe deposit box and finally to close said box, unless the box is found to contain property that is clearly the property of a joint tenant other than a conservatee for whom the Public Guardian is conservator; 7. The Public Guardian is instructed not to remove, and the institutions referenced above are instructed not to permit the removal from a safe deposit box of any property than can positively be identified as belonging to a joint tenant other than a conservatee for whom the Public Guardian is conservator. The Public Guardian is instructed not to dispose of any property of which it takes control pursuant to this Order and whose origin or ownership is uncertain until the fact of ownership is established in a noticed hearing held in this Court or in the context of a separate civil action. 8. This Order supersedes Standing Order 97-17. 9. This Order shall be a Standing Order of the Court and shall remain in full force and effect until

10 i 12 13 14 15 16 17 18 19 20 21 22 23 24 25 27 28 it has been revoked or superseded by order of this Court. paTED: _&, / is] [3 VW #0) HONORABLE ROBERT D. FO{LES PRESIDING JUDGE OF THE SUPERIOR COURT