Marin — Table of Contents

Source: https://www.marin.courts.ca.gov/system/files/local-rules/4-table-contents-final-2026_1.pdf

MARIN COUNTY SUPERIOR COURT - UNIFORM LOCAL RULES OF COURT

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TABLE OF CONTENTS

1. GENERAL ADMINISTRATIVE RULES ................................. 1

1.1 CITATION ............................................................................................................................. 1 5/1/98 1.2 CONDUCT OF ATTORNEYS ............................................................................................ 1 5/1/98 1.3 COURTROOM DRESS ....................................................................................................... 1 7/1/24 1.4 LATE APPEARANCES ....................................................................................................... 1 7/1/24 1.5 COURT INTERPRETERS ................................................................................................... 1 7/1/09 1.6 MEDIA COVERAGE ............................................................................................................ 1 7/1/09 1.7 USE OF LAPTOPS OR OTHER ELECTRONIC DEVICES .......................................... 2 7/1/09 1.8 COURT FILE RETRIEVALS AND VIEWING................................................................ 2 7/1/24 A. Public Index Search B. Court Files Located at an Offsite Records Storage Facility C. Confidential Court Files Not Listed in the Public Index 1.9 COURT RECORDS RESEARCH ...................................................................................... 2 1/1/14 A. Research Requests B. Clerk’s Declarations on Record Searches ………………………………………3 1/1/14 1.10 COPIES OF COURT RECORDS …………………………………………………………3 7/1/24 A. Copies of Court Files B. Copies of Court Dockets, Registers of Actions and Minute Orders C. Copies of Court Orders, Filed Documents, or Other Court Records for Governmental Agencies 1.11 ATTORNEYS FEES FOR COURT-APPOINTED COUNSEL ....................................... 3 7/1/15 1.12 CHECK CASHING .............................................................................................................. 3 7/1/24 A. Acceptance B. Refusal ………………………………………………………………………….4 7/1/24 C. Checks Tendered with Insufficient Funds D. Overpayments 1.13 PAYMENT IN COINS ......................................................................................................... 4 7/1/15 1.14 ORDERS TO DISBURSE FUNDS ...................................................................................... 4 5/1/98 1.15 DIGITAL SIGNATURES .................................................................................................... 5 7/1/99 1.16 JUDICIAL FAIRNESS COMMITTEE .............................................................................. 5 7/1/99 1.17 JUROR QUALIFICATION AND SELECTION ............................................................... 5 7/1/22 A. Jury Commissioner B. Source Lists C. Qualification and Summoning ………………………………………………………6 7/1/22 D. Disqualification, Exemption, Excuse and Postponement Policy ……………….7 7/1/22 E. Term of Service 1.18 COURT REPORTERS ......................................................................................................... 7 1/1/20 A. General Provisions B. Use of Electronic Recording …………………………………………………………8 1/1/20 C. Court Reporting Services Requested by Parties in Civil Trials and Hearings D. Reporting Notes of Certified Reporters Hired to Serve as Official Pro Tempore Reporters

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1.19 PUBLIC ACCESS TO JUDICIAL ADMINISTRATIVE RECORDS ............................. 8 7/1/11

1.20 REMOTE APPEARANCES - CIVIL, FAMILY, PROBATE, AND
APELLATE DIVISIONS ..................................................................................................... 9 7/1/25
1.21 NOTICE AND WARNING: SANCTIONS FOR INCLUDING SOCIAL SECURITY
AND FINANCIAL ACCOUNT INFORMATION IN FILED DOCUMENTS………...... 9 1/1/22
1.22 CLERK’S OFFICE HOURS……………………………………………………………….. 9 1/1/22
1.23 – 1.49 left intentionally blank …………………………………………………………………. 9
1.50 ELECTRONIC RECORDS………………………………………………………………....9 1/1/22
1.51 ELECTRONIC FILING………………………………………………………………........10 1/1/26
A. Applicable Statutes and Rules of Court
B. Mandatory Electronic Filing Rules for All Cases, Including Criminal
C. Electronic filing Rules for Non-Criminal Cases ……………………………….13
D. Electronic Filing Rules for Criminal Cases ……………………………………14
1.52 “DEFINITION OF JUDICIAL DAY OF VACATION” (CRC 10.603(c)(2)(H)…………14 7/1/24
1.53 REMOTE APPEARANCE – INTERPRETER NOTIFICATION………………………..14 7/1/25

2. CIVIL RULES ................................................................................. 15

GENERAL PROVISIONS 2.1 CITATION ........................................................................................................................... 15 7/1/15 2.2 APPLICATION OF RULES ............................................................................................... 15 7/1/15

ADMINISTRATION OF CIVIL LITIGATION 2.3 FORMS TO BE ISSUED BY CLERK UPON FILING OF COMPLAINT ................... 15 7/1/26 2.4 CASE MANAGEMENT CONFERENCES....................................................................... 15 7/1/15 2.5 SERVICE OF SUMMONS AND COMPLAINT .............................................................. 16 7/1/15 A. Forms With Summons and Complaint and Return of Proof of Service B. Sanctions C. New Parties in Cross-Complaint 2.6 RESPONSIVE PLEADING ................................................................................................ 16 7/1/26 A. Service B. Entry of Default

LAW AND MOTION MATTERS 2.7 FORM AND FORMAT OF PAPERS PRESENTED FOR FILING .............................. 17 7/1/15 A. Documents Presented for Filing B. Discovery Motions 2.8 MISCELLANEOUS GENERAL PROVISIONS .............................................................. 17 7/1/25 A. Copies for Filing B. Conformed Copies C. Attachment of Previously Filed Documents D. Filing Documents on Shortened Time E. Court's Research Staff F. Documents Filed or Conditionally Under Seal

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G. Unopposed Motions and Untimely Oppositions…………………………………...18
2.9 HEARINGS .......................................................................................................................... 18 7/1/24
A. Hearing Dates
B. Continuances
C. Removing Matters from Calendar………………………………………………….18

2.10 TENTATIVE RULINGS ..................................................................................................... 18 7/1/15 A. Obtaining Rulings B. Oral Argument C. Length of Hearings…………………………………………………………………..19 D. Sanction Requests 2.11 ORDERS ............................................................................................................................... 19 1/1/22 2.12 APPLICATIONS FOR EX PARTE ORDERS, PROVISIONAL REMEDIES AND ORDERS SHORTENING TIME ....................................................................................... 19 7/1/26 2.13 DISCOVERY FACILITATOR PROGRAM .................................................................... 19 7/1/26 A. Policy of the Marin County Superior Court B. Participation in the Program…………………………………………………………20 C. Discovery Facilitator Panel D. Selection of a Discovery Facilitator E. Facilitator Process……………………………………………………………………21 F. Compensation G. Resolution H. Declaration of Non-Resolution

SETTLEMENT AND ISSUE CONFERENCES 2.14 SETTLEMENT CONFERENCE ....................................................................................... 22 7/1/26 A. Mandatory Settlement Conference B. Settlement Conference Statement C. Required Attendance D. Sanctions 2.15 ISSUE CONFERENCE ....................................................................................................... 22 1/1/25 A. Attendance B. Documents to be Filed for Issue Conference C. Issue Conference Statements………………………………………………………..23 D. Courtesy Copies

RULES FOR CERTAIN CIVIL CASE TYPES 2.16 APPROVAL OF COMPROMISE OF MINOR’S CLAIM ............................................. 23 1/1/22 A. Application B. Attorney's Fees C. Forms to Deposit Money D. Hearing Assignment 2.17 UNLAWFUL DETAINERS ................................................................................................ 23 7/1/26 A. Settlement Conferences B. Orders………………………………………………………………………………….24

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2.18 UNINSURED MOTORIST CASES ................................................................................... 24 7/1/15
A. Required Declaration
B. Court Designation
2.19 SMALL CLAIMS CASES… .............................................................................................. 24 7/1/26
A. Continuances
B. Exhibits…………………………………………………………………………………25
2.20 SANCTIONS ........................................................................................................................ 25 7/1/15
2.21 DOCUMENTS NOT FILED OR ADMITTED AT HEARING OR TRIAL .................. 25 7/1/15
2.22 PROCEDURES FOR HANDLING MEDIATOR COMPLAINTS ................................ 25 7/1/15

3. FELONY AND MISDEMEANOR RULES ............................ 27 3.1 CITATION ........................................................................................................................... 27 1/1/13 3.2 ASSIGNMENT OF CRIMINAL MATTERS ................................................................... 27 7/1/24 A. New Out of Custody Misdemeanor Complaints B. New In-Custody Misdemeanor Complaints – no other criminal matter pending C. New Felony Complaints – no other criminal matters pending D. New Criminal Complaints – other felony matters pending E. Post Release Community Supervision and Parole Petitions …………………….28 F. Petitions to Revoke or Modify Probation or Terminate Diversion G. New Criminal Complaints with Multiple Defendants - other felony matters pending H. Assignment of Cases from Department M 3.3 SETTING OF ARRAIGNMENT DATES AND FILING OF CRIMINAL COMPLAINTS .................................................................................................................... 28 1/1/26 A. Misdemeanor and Felony Out-of-Custody Arraignment Dates B. Misdemeanor In-Custody Complaints………………………………………….29 C. Felony In-Custody Complaints D. Out-of-Custody Criminal Complaints

   3.4 BENCH WARRANTS ......................................................................................................... 29 1/1/22 3.5 PLEAS IN MISDEMEANOR CASES ............................................................................... 29 7/1/24 3.6 MOTIONS ............................................................................................................................ 29 1/1/22 3.7 MOTIONS TO DISMISS PURSUANT TO PENAL CODE § 995 .................................. 30 7/1/24 3.8 MOTIONS FOR CONSOLIDATION ............................................................................... 30 1/1/13 3.9 APPLICATION OF OVERPAYMENTS .......................................................................... 30 1/1/13 3.10 TRIAL READINESS CONFERENCE .............................................................................. 30 1/1/22 A. Felonies B. Misdemeanors C. Requests to Continue Felony or Misdemeanor Trials D. Time for Submission ………………………………………………………………...31 E. Form 3.11 ADDING CASES TO CALENDAR ................................................................................... 31 1/1/22 3.12 GUARDIANS AD LITEM .................................................................................................. 31 1/1/13 3.13 PETITIONS FOR DISMISSAL OF CRIMINAL CONVICTION (PENAL CODE §§ 17, 1203.4, 1203.4a) ............................................................................. 31 1/1/26 3.14 PETITIONS TO SEAL ARREST AND RELATED RECORDS (PENAL CODE § 851.91) AND MOTION TO VACATE CONVICTION OR SENTENCE (PENAL iv Table of Contents – 7/1/26

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CODE §§ 1016.5, 1473.7) ..................................................................................................... 31 1/1/26
3.15 CRIMINAL PROTECTIVE ORDERS INVOLVING CHILD CUSTODY OR
VISITATION ....................................................................................................................... 32 1/1/22
A. Inquiry by the Court
B. Court’s Consideration
C. Modification ………………………………………………………………………….32
D. Copy of Order to Family Law Department
3.16 ENHANCED COURT COLLECTIONS PROGRAM ..................................................... 32 1/1/23
3.17 CLERK’S OFFICE………………………………………………………………………...33 7/1/24
A. Authority for Clerk’s Office to Establish Payment Terms for Court Ordered
Fines, Fees, Penalty Assessments and Surcharges
B. Requests to Perform Community Service Work
C. Requests for Installment Payment Plan
3.18 MODIFICATION OF TERMS AND CONDITIONS OF MISDEMEANOR
PROBATION ....................................................................................................................... 34 7/1/24
A. Authority of Clerk’s Office to Modify Terms and Conditions of
Misdemeanor Probation
B. Requests for Modifications That Must Be Submitted to the Clerk’s Office
C. Requests for Modifications That Must Be Submitted to the Judicial Officer
Who Pronounced Judgment …………………………………………………...……35
3.19 MENTAL HEALTH DIVERSION PETITIONS………………………………………...36 7/1/25

4. INFRACTION RULES .............................................................. 37 4.1 CITATION ........................................................................................................................... 37 1/1/12 4.2 FILINGS ............................................................................................................................... 37 1/1/12 1.3 COURT SESSIONS ............................................................................................................. 37 1/1/12 4.4 ARRAIGNMENTS .............................................................................................................. 37 7/1/24 4.5 CONTINUANCES ............................................................................................................... 37 1/1/12 4.6 TRIAL CONTINUANCES ................................................................................................. 37 1/1/12 4.7 ALTERNATE PROCEDURES FOR JUDICIAL REVIEW OF INFRACTION MATTERS ............................................................................................................................ 37 1/1/25 A. Trial by Written Declaration B. Ex Parte Judicial Review After Adjudication ……………………………….…....38 C. Monthly Calendar for Personal Appearance D. Appearance at Contested Court Trial 4.8 ADJUDICATION OF MISCELLANEOUS INFRACTION MATTERS ...................... 39 1/1/26 A. Clerks’ Authority in Infraction Cases Not Transferred to Court Collections B. Requests Neither the Court nor Clerks Will Grant …………………………….....40 4.9 COURT COLLECTIONS ................................................................................................... 40 1/1/25 4.10 APPLICATION OF OVERPAYMENTS .......................................................................... 41 1/1/13

5. JUVENILE COURT RULES……………………………………………….43 5.1 JUVENILE COURT RULES – GENERALLY…………………………………………. 43 1/1/22 A. Judicial Administration B. Filing Requirements C. Discovery v Table of Contents – 7/1/26

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D. Ex Parte Orders
E. Attendance at Hearings ………………………………………………………………44 1/1/22
F. Continuances
G. Adding Matters to Calendar
H. Safety Issues
I. Interpreters……………………………………………………………………………..44
J. In Custody Parents ……………………………………………………………………45
K. Settlement Conferences
L. Access to Courtroom by Non Parties
M. Discovery of Juvenile Documents or Records
5.2 ATTORNEYS IN JUVENILE COURT……………………………………………….....46 1/1/20
A. Minimum Training Dependency
B. Minimum Training Delinquency …………………………………………………....47 1/1/20
C. Notwithstanding Compliance
D. Costs for Appointed Counsel in Dependency Proceedings
E. Complaints
5.3 INFORMING THE COURT OF THE INTEREST OF THE CHILD; ACCESS
TO MINOR; NOTICE OF CHANGE IN PLACEMENT………………………………48 1/1/20
A. Interest of Child
B. Notification by Minor’s Counsel
C. Response by Court
D. Access to Minors Petitioned Pursuant to W&I Code § 300
E. Notice Regarding Change in Placement …………………………………..……….49
5.4 REQUESTS TO MODIFY JUVENILE COURT CUSTODY ORDERS POST
DISMISSAL………………………………………………………………………….……..49 1/1/20
5.5 JUVENILE DEPENDENCY, JUVENILE DELINQUENCY, FAMILY AND
PROBATE COURTS EXCHANGE OF INFORMATION………………………..........49 1/1/20
A. Sharing of information
B. Restraining/Protective Orders ……………………………………………………...50
5.6 ASSIGNMENT OF FAMILY, PROBATE OF DV MATTERS TO JUVENILE
COURT…………………………………………………………………………………......50 1/1/20
5.7 DUAL STATUS……………………………………………………………………….……50 1/1/22
5.8 COMPETENCY PROTOCOL……………………………………………………………50 1/1/20

6. PROBATE RULES ................................................................... 51 6.1 INTRODUCTION................................................................................................................ 51 7/1/24 A. General B. Contact Information 6.2 CALENDAR AND PROCEDURAL MATTERS………………………………………..51 1/1/25 A. General Guidelines B. Filing, Hearing, and Continuance Procedures …………………………………….52 C. Submission of Proposed Orders …………………………………...……………….53 D. Hearings and Tentative Rulings E. Contested Matters…………………………………………………………………… .54 6.3 EX PARTE MATTERS ....................................................................................................... 54 1/1/25 A. Presentation of Emergency Probate Applications vi Table of Contents – 7/1/26

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B. Ex Parte Hearings C. Timing ……………………………………………………………………………..…55 D. Contents of Application E. Notice

6.4 DISCOVERY FACILITATOR PROGRAM …………………………………………… 56 7/1/24 6.5 SETTLEMENT CONFERENCES.…………………………………………………….....56 7/1/26 A. Mandatory Settlement Conference B. Settlement Conference Statement C. Required Attendance D. Continuances E. Sanctions ……………………………………………………………………………..57

SPOUSAL PROPERTY PETITION AND ELECTION 6.6 FILING AND CONTENTS OF SPOUSAL PROPERTY PETITION ........................... 57 1/1/04 6.7 REQUIRED ALLEGATIONS ............................................................................................ 57 7/1/24 A. Source of Property B. Claims Based on Documents 6.8 ELECTION OF SURVIVING SPOUSE TO ADMINISTER .......................................... 57 5/1/98

APPOINTMENT OF EXECUTORS AND ADMINISTRATORS:

PROOF OF WILLS 6.9 SPECIAL LETTERS OF ADMINISTRATION ............................................................... 58 1/1/25 6.10 PETITION FOR PROBATE OF WILL AND LETTERS OF ADMINISTRATION ........................................................................................................... 58 1/1/25 A. Holographic Will and Foreign Language Will B. Attachments C. Listing Devisees and Heirs 6.11 NOTICE REQUIREMENTS OBTAINING LETTERS IN DECEDENT'S ESTATES ............................................................................................................................. 59 7/1/24 A. Letters Testamentary and Letters of Administration B. Methods of Giving Various Notices C. Requirement of Publication of Notice to Administer Estate D. Defective Notice 6.12 PROOF OF WILLS ........................................................................................................... .59 5/1/98 6.13 LOST OR DESTROYED WILLS ...................................................................................... 60 1/1/04 6.14 WILL WITH DELETIONS OR INTERLINEATIONS .................................................. 60 5/1/98

BOND 6.15 APPLICATION OF BOND SECTION ............................................................................. 60 5/1/98 6.16 REQUIREMENT OF BOND/WAIVER OF BOND (SEE CRC 7.201) .......................... 60 7/1/24 A. Personal Representatives in Probate Estate B. Conservatorships/Guardianships ………………………………..………………….61 6.17 REDUCING BOND THROUGH USE OF DEPOSITORY FOR BLOCKED ACCOUNT ........................................................................................................................... 61 1/1/25 vii

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A. Before Issuance of Letters
B. After Appointment
C. Direct Transmittal to Depository
D. Withdrawals or Releases from Depository
E. Letters

6.18 BOND MODIFICATION .................................................................................................... 61 1/1/25
A. Duty and Application
B. Bond Increase
C. Bond Decrease
6.19 BOND OF SPECIAL ADMINISTRATORS ..................................................................... 62 5/1/98

INVENTORY AND APPRAISAL 6.20 PREPARING INVENTORY AND APPRAISAL ............................................................. 62 1/1/04 A. Preparation B. Due Date 6.21 APPOINTMENT OF REFEREE ....................................................................................... 62 7/1/24 A. Procedure for Request B. Waiver of Appointment of Referee 6.22 SUFFICIENCY OF BOND ................................................................................................. 62 5/1/98 6.23 OBJECTION TO APPRAISED VALUE OF ASSETS .................................................... 62 7/1/10

CLAIMS 6.24 CLAIMS PROCEDURES ................................................................................................... 63 5/1/98 6.25 NOTICE TO CREDITORS ................................................................................................ 63 5/1/98

SALES OF ESTATE PROPERTY 6.26 GENERAL INFORMATION ............................................................................................. 63 7/1/08 A. Judicial Approval B. Notice C. Exclusive Listings for Sale of Property D. Purchase of Estate Property by Personal Representative 6.27 SALES OF PERSONAL PROPERTY ............................................................................... 63 1/1/25 A. Tangible Personal Property B. Securities………………………………………………………………………………64 C. Condominiums, Community or Cooperative Apartments 6.28 RETURN OF SALE OF REAL PROPERTY ................................................................... 64 5/1/98 A. Publication of Notice of Intention to Sell Real Property B. Contents of Notice and Purpose of Notice C. Effect of Notice ……………………………………………………………...……….65 6.29 RETURN OF PRIVATE SALE FOR COURT CONFIRMATION ............................... 65 1/1/25 A. Appraisal and Reappraisal B. Market Exposure of Property C. Second Deeds of Trust D. Hearing on Return of Sale and Overbids E. Earnest Money Deposit by Overbidder viii

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F. Bond
G. Absence of Attorney for Estate at Confirmation Hearing
H. Partial Interest
6.30 BROKER'S COMMISSIONS ............................................................................................. 66 7/1/09
A. Improved Real Property
B. Unimproved Real Property
C. Commission Rates at Real Property Situs Will Apply
D. Broker Bidding for Own Account Not Entitled to a Commission
E. Broker's Commissions in Overbid Situations
F. Order Must Allocate Commission

ACCOUNTS 6.31 IN GENERAL ...................................................................................................................... 66 7/1/10 6.32 BONDS .................................................................................................................................. 67 5/1/98 6.33 TRUSTEE'S FIRST ACCOUNT ........................................................................................ 67 5/1/98 6.34 WAIVER OF ACCOUNT ................................................................................................... 67 5/1/98 A. By All Interested Parties B. Effect of Waiver C. Waiver by Trustee

DISTRIBUTION OF PROBATE ESTATE 6.35 NOTICE REQUIREMENTS ON PETITIONS FOR DISTRIBUTION ........................ 68 5/1/98 A. Basic Notice Requirements B. Notice to Prior Representative and Attorney C. Proof of Notice D. Additional Notices 6.36 PRELIMINARY DISTRIBUTION .................................................................................... 68 1/1/25 A. Preliminary Distribution Under Probate Code § 11620 B. Ex Parte Petition for Preliminary Distribution 6.37 FINAL DISTRIBUTION IN GENERAL .......................................................................... 69 5/1/98 A. List of Assets and Description of Property Required B. Specific Statement How Estate to be Distributed C. Non-Pro Rata Distribution D. Decree of Distribution E. Preliminary Distribution Receipts 6.38 ADDITIONAL REQUIREMENTS RE: PETITION FOR FINAL DISTRIBUTION .................................................................................................................. 69 7/1/15 A. Allegations Relating to Creditor's Claims B. Allegations Relating to Independent Acts C. Allegations Relating to Character of Property…………………………………….70 D. Community and Quasi Community Property Elections E. Change of Ownership F. Payment of Taxes G. Retention of a Reserve 6.39 AGREEMENTS FOR DISTRIBUTION; ASSIGNMENTS; DISCLAIMERS ............. 70 5/1/98 A. Agreements ix

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B. Assignments
C. Disclaimers
6.40 DISTRIBUTION TO PERSONS UNDER CONSERVATORSHIP OR
GUARDIANSHIP ................................................................................................................ 70 5/1/98
6.41 DISTRIBUTION TO MINORS .......................................................................................... 71 5/1/98
A. Delivery to Parent
B. Depository ……………………………………………………………………………71
6.42 DISTRIBUTIONS TO TRUSTEES ................................................................................... 71 5/1/98
6.43 DISTRIBUTION TO REPRESENTATIVE OF DECEASED HEIR OR
BENEFICIARY ................................................................................................................... 71 5/1/98
6.44 DISTRIBUTION TO INTESTATE HEIRS ...................................................................... 71 5/1/98
6.45 DISTRIBUTION TO "MISSING" HEIR ......................................................................... 71 1/1/04
6.46 INTEREST ON GENERAL PECUNIARY LEGACIES ................................................. 71 5/1/98

MISCELLANEOUS PETITIONS AND ORDERS 6.47 FAMILY ALLOWANCE .................................................................................................... 72 1/1/25 A. Necessary Allegations of Petition B. Duration of Family Allowance C. Before Inventory Filed D. After Inventory Filed 6.48 STATUS REPORTS ............................................................................................................ 72 1/1/25 6.49 OBTAINING FINAL DISCHARGE .................................................................................. 72 7/1/15 6.50 PROCEEDINGS TO ESTABLISH FACT OF DEATH .................................................. 73 5/1/98 A. Filing Under Decedent's Name B. Separate Petition Preferred C. Property Description D. Death Certificate E. Attorneys' Fees 6.51 PETITION TO ESTABLISH IDENTITY OF HEIRS ..................................................... 73 5/1/98 6.52 TRANSFER OF ESTATE PLANNING DOCUMENTS TO CLERK............................ 73 1/1/14

GUARDIANSHIPS AND CONSERVATORSHIPS 6.53 TEMPORARY GUARDIANSHIPS AND CONSERVATORSHIPS .............................. 73 1/1/25 A. Good Cause Required………………………………………………………………..74 B. Hearings of Temporary Guardianship and Conservatorship Cases C. Bond D. Notice E. Powers of Temporary Guardians and Conservators F. Special Powers………………………………………………………………………..75 G. Length of Appointment 6.54 GUARDIANSHIPS ....................................................................................................... …...75 1/1/25 A. Notice of Petition for Appointment of Guardian B. Proposed Ward's Appearance at Hearing for Appointment of Guardian C. Investigative Reports D. Required Documents E. Inventory and Appraisal……………………………………………………………..76

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F. Accounts and Reports
G. Guardianship Status Report
H. Discharges …………………………………………………………………………….77
I. Current Address
J. Use of Minor's Assets for Support
6.55 ORDERS FOR WITHDRAWALS OF FUNDS IN BLOCKED ACCOUNTS .............. 77 1/1/25

6.56 DISPOSITION OF MINOR'S FUNDS (PROBATE CODE § 3410) ............................... 77 1/1/25
A. Contents of Petition
B. Order ……………………………………………………………………………..….. 78
6.57 CONSERVATORSHIPS ..................................................................................................... 78 1/1/25
A. Special Requirements
B. Appointment of Conservator
C. Additional Powers of Conservator
D. No Attorneys' Fees in Order Appointing Conservator
E. Doctor's Declaration
F. Professional Conservators
G. Limited Conservatorships
H. Petition for Substituted Judgment…………………………………………………..79
I. General Plan and Determination of Conservatee’s Appropriate Level of Care
6.58 NOTICE IN CONSERVATORSHIP PROCEEDINGS ................................................... 79 1/1/25
A. Power of Attorney
B. On Final Accounts
C. Exclusive Broker Listings
6.59 MEDICAL AUTHORIZATION FOR CONSERVATORS ............................................. 79 1/1/06
A. Medical Consent Authority
B. Exclusive Medical Consent Authority……………………………………………...80
6.60 ACCOUNTS AND REPORTS IN CONSERVATORSHIP PROCEEDING ………….80 1/1/25
A. Inventory and Appraisal
B. Account and Report ………………………………………………………………….81
C. Waivers of Account
D. Assessment Fees of Court Investigator…………………………………………….81
6.61 SALE OF RESIDENCE BY CONSERVATOR …………………………………………81 1/1/25
6.62 TERMINATION OF CONSERVATORSHIP .................................................................. 81 1/1/25
A. Resignation of Conservator
B. Petitions for Appointment of Successor Conservator
C. Distribution of Assets
6.63 COURT APPOINTED ATTORNEYS FOR (PROPOSED) CONSERVATEE ............. 81 1/1/25

TRUSTS 6.64 FILING OF ACTIONS CONCERNING TRUSTS .......................................................... 82 5/1/98 A. Filed in Probate Court B. Filed as a Civil Action 6.65 NOTICE REQUIREMENTS CONCERNING TRUSTS ................................................. 82 1/1/25 A. Notice Generally B. Notice to Trust Beneficiaries xi

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6.66 PETITIONS FOR TRANSFER OF PROPERTY TO TRUST
(“HEGGSTAD PETITIONS”) ........................................................................................... 83 1/1/25
A. Notice Requirements
B. Proof of Ownership
6.67 WAIVER OF ACCOUNT BY TRUSTEE ......................................................................... 83 5/1/98
6.68 TRUSTEE'S FIRST ACCOUNT ........................................................................................ 83 5/1/98
6.69 DISTRIBUTIONS TO TESTAMENTARY TRUSTEE ................................................... 83 5/1/98
6.70 SUBSTITUTED JUDGMENT ............................................................................................ 84 5/1/98

COMPENSATION 6.71 STATUTORY COMPENSATION IN DECEDENT'S ESTATE .................................... 84 1/1/14 A. Calculation Must Be Shown B. Basis for Computing Statutory Compensation on Waiver of Accounting C. Expenses of Tax Related Services, Accounting and Bookkeeping D. Executor/Attorney Compensation on Sale of Real Property E. Reimbursement of Costs 6.72 EXTRAORDINARY COMPENSATION IN DECEDENT'S ESTATES ....................... 85 1/1/14 A. Factors B. Declaration C. Paralegal Services D. Examples of Services E. Litigation Connected with Estate…………………………………………………...86 F. Proposed Order for Extraordinary Compensation in Decedent’s Estates 6.73 PARTIAL ALLOWANCE OF COMPENSATION ......................................................... 86 5/1/98 A. Statutory Compensation B. Apportionment C. Extraordinary Compensation 6.74 COMPENSATION FOR TRUSTEES AND THEIR ATTORNEYS .............................. 86 1/1/14 A. Criteria B. Compensation of Trustees C. When Will or Trust Instrument Sets Trustee’s Fees………………………………87 D. Attorneys' Compensation 6.75 COMPENSATION TO CONSERVATORS AND GUARDIANS AND THEIR ATTORNEYS ....................................................................................................................... 87 1/1/17 A. Criteria B. Expenses That May Not Be Reimbursed C. Professional Licensed Fiduciary D. Corporate Conservator/Guardian – Percentage Guideline……………………….88 E. Non-Professional Conservators/Guardians F. Attorneys’ Compensation G. Compensation of Conservator or Conservator’s Attorney from Trust or Other Source 6.76 PROCEDURE FOR OBTAINING COMPENSATION .................................................. 88 1/1/17 A. Form of Application for Compensation B. Notice………………………………………………………………………………….89 C. Notice to Prior Representative or Attorney

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LANTERMAN-PETRIS-SHORT (LPS) CONSERVATORSHIPS 6.77 NOTICE OF EX PARTE APPLICATION FOR TEMPORARY CONSERVATORSHIP ....................................................................................................... 89 1/1/13 7. FAMILY LAW RULES .............................................................. 91

ADMINISTRATION OF FAMILY LAW LITIGATION 7.1 CITATION ........................................................................................................................... 91 7/1/15 7.2 APPLICATION OF RULES ............................................................................................... 91 1/1/20 7.3 ASSIGNMENT TO JUDICIAL OFFICER ....................................................................... 91 1/1/20 7.4 CONFORMED COPIES OF FILINGS ............................................................................. 91 7/1/24 7.5 FAMILY CENTERED CASE RESOLUTION ................................................................. 92 7/1/24 A. Policy and Effective Date B. Forms to be Issued by Clerk Upon Filing of Petition C. Service of Summons and Petition – Forms to be Served on Other Party D. Case Progress Conferences 7.6 EX PARTE MATTERS AND ORDERS ........................................................................... 93 7/1/26 A. Ex Parte Applications B. Conditions for Issuance of Ex Parte Orders C. Orders Shortening Time …………………………………………………………….94 7.7 SPECIAL PROCEDURES FOR RESTRAINING ORDERS AND INJUNCTIVE INJUNCTIVE RELIEF PERTAINING TO DOMESTIC VIOLENCE (FAMILY CODE §§ 6200-6389) ......................................................................................... 94 1/1/26 A. Remote Appearances in Domestic Violence Restraining Order Hearing B. Termination or Modification of a Domestic Violence Restraining Order

LAW AND MOTION AND REQUEST FOR ORDER PROCEEDINGS 7.8 FORMAT OF SUPPORTING DOCUMENTS AND EXHIBITS ................................... 95 7/1/26 A. Minimize Number of Attachments B. Discovery Motions C. Discovery Exhibits D. Prior Court Order E. Attachment of Previously Filed Documents F. Address Verification in Post-Judgment Proceedings 7.9 HEARING DATES .............................................................................................................. 95 7/1/15 7.10 CONTINUANCES ............................................................................................................... 96 7/1/15 7.11 REMOVING MATTERS FROM CALENDAR ............................................................... 96 7/1/24 7.12 HEARINGS .......................................................................................................................... 96 7/1/26 A. Tentative Rulings B. Obtaining Tentative Rulings C. Oral Argument D. Length of Hearings 7.13 FINANCIAL INFORMATION TO BE PROVIDED TO THE COURT ....................... 97 7/1/24 A. Income and Expense Declaration with Supporting Documentation B. Full Financial Disclosure C. Required Supplemental Documentation xiii

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D. Support Calculations…………………………………………………………………98
7.14 CHILD AND SPOUSAL SUPPORT PROCEEDINGS ................................................... 98 7/1/25
A. Computer Software Use
B. Temporary Spousal Support
C. Calculation of Time-Share with Children
D. Modification …………………………………………………………………………99

DISCOVERY MATTERS 7.15 GENERAL DISCOVERY PROVISIONS ....................................................................... 100 7/1/24 A. Policy Regarding One Deposition Rule B. Discovery Motions C. Discovery Review 7.16 DISCOVERY FACILITATOR PROGRAM .................................................................. 100 7/1/26 A. Participation in the Discovery Facilitator Program B. Discovery Motions C. Discovery Facilitator Panel D. Selection of a Discovery Facilitator E. Facilitator Process ……………………………………………………………….…101 F. Compensation G. Resolution H. Declaration of Non-Resolution

CHILD CUSTODY/VISITATION 7.17 PROCEDURES .................................................................................................................. 102 7/1/26 A. Initial Child Custody Recommending Counseling B. Existence of Criminal Protective Order C. Documents Provided to the Child Custody Recommending Counselor D. Contact With Family Court Services E. Statement of Agreement/Disagreement with FCS Recommendations F. Settlement Conferences G. Required Local Forms …………………………………………………………..…103 H. Interview of Child and Child in Court I. Child Endangerment J. Child Custody Recommending Counselor Recommendations and Testimony K. Child Custody Recommending Counselor Complaint Procedure 7.18 COUNSEL FOR CHILD ................................................................................................... 104 1/1/20 A. Appointment of Attorney for Child B. Complaint Procedure for Minor’s Counsel 7.19 CHILD CUSTODY EVALUATIONS .............................................................................. 104 1/1/20 A. Child Custody Evaluators B. Appointment C. Contact With Evaluator D. Raw Data of Evaluator E. Report of Evaluator F. Prohibition of Dissemination of Report……………………………………………105 G. Peremptory Challenge to Evaluator

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H. Withdrawal by Evaluator
I. Evaluator Complaint Procedure
J. Fees…………………………………………………………………………………..106
K. Evaluator Domestic Violence Training
L. Submission of Child to Evaluation
7.20 SUPERVISED VISITATION ........................................................................................... 106 1/1/14
7.21 PARENTING COORDINATOR ...................................................................................... 106 7/1/15

TRIAL SETTING/READINESS AND BENCH/BAR SETTLEMENT CONFERENCES 7.22 TRIAL READINESS CONFERENCE ............................................................................ 106 1/1/26 A. At-Issue Memorandum B. Mandatory Trial Readiness Conference…………………………………….…….107 7.23 SETTLEMENT CONFERENCE AND TRIAL SETTING ........................................... 107 7/1/24 A. Panel B. Attendance C. Trial Setting Conference D. Continuances 7.24 BENCH/BAR SETTLEMENT CONFERENCE STATEMENT GENERALLY ........ 108 7/1/26 A. Issues and Contentions B. Filing C. Updated Preliminary Declarations of Disclosure 7.25 FORM AND CONTENTS OF BENCH/BAR CONFERENCE STATEMENT......... ..108 1/1/20 A. Form B. Contents: Statement of Issues, Property, and Income and Expense Data

JUDGMENTS 7.26 DEFAULT OR UNCONTESTED JUDGMENT BY AFFIDAVIT OR DECLARATION ............................................................................................................... 110 1/1/26 7.27 DEFAULT OR UNCONTESTED JUDGMENTS GENERALLY ................................ 111 7/1/24 A. Support and/or Fee Awards B. Child Support C. Spousal Support D. Child Custody and Visitation E. Community and/or Separate Property 7.28 DEFAULT JUDGMENT WITH WRITTEN AGREEMENT OF THE PARTIES ..... 112 1/1/13

FAMILY LAW FACILITATOR 7.29 GENERAL .......................................................................................................................... 112 7/1/24 7.30 PROTOCOL FOR DISQUALIFICATIONS .................................................................. 113 1/1/20 7.31 GRIEVANCE PROCEDURE ........................................................................................... 113 1/1/17

MISCELLANEOUS FAMILY LAW RULES 7.32 DOCUMENTS NOT FILED OR ADMITTED AT HEARING OR TRIAL ................ 113 7/1/15 xv

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7.33 COURT REPORTERS ...................................................................................................... 114 7/1/18
7.34 SERVICE OF SUMMONS BY PUBLICATION OR POSTING .................................. 114 1/1/16
7.35 APPOINTMENT OF ELISOR ………………………………………………………….114 1/1/25
A. Request for Order
B. Mandatory Information in Supporting Declaration(s)
C. Mandatory Language in Proposed Order ………………………….…………….…115
D. Mandatory Additional Requirements
E. Order Granted

8. APPELLATE DIVISION RULES ........................................... 117 8.1 APPLICATION ................................................................................................................. 117 1/1/18 8.2 APPELLATE DIVISION JURISDICTION ……………………………………………117 1/1/26 A. Appeals B. Writs 8.3 WRITS INVOLVING FELONY MATTERS PRIOR TO THE DEFENDANT BEING HELD TO ANSWER …………………………………………………………...117 1/1/26 8.4 DISMISSAL UPON FAILURE TO FILE OPENING BRIEF ...................................... 117 1/1/18 8.5 MOTIONS .......................................................................................................................... 117 1/1/18 8.6 RECORD ON APPEAL - CIVIL MATTERS…………………………………………..118 1/1/18 A. Record on Appeal B. Settled Statement on Appeal 8.7 RECORD ON APPEAL - FELONIES AND MISDEMEANORS ................................. 118 7/1/18 8.8 RECORD ON APPEAL - INFRACTIONS ..................................................................... 118 1/1/18

APPENDIX A – LOCAL FORMS BY NAME ................................ …119 APPENDIX A – LOCAL FORMS BY NUMBER ……………………..123 APPENDIX B………………………………………………………………..127 APPENDIX C ……………………………………………………………….137 INDEX…………………………………………………………….………….153

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