Monterey — CI-123

Source: https://www.monterey.courts.ca.gov/system/files/ci-123.pdf

CI-123

ATTORNEY OR PARTY WITHOUT ATTORNEY FOR COURT USE ONLY

NAME: STATE BAR NO:

FIRM NAME:

ADDRESS:

CITY: STATE: ZIP CODE:

E-MAIL ADDRESS (OPTIONAL): TELEPHONE NO:

ATTORNEY FOR (NAME): FAX NO. (OPTIONAL): SUPERIOR COURT OF CALIFORNIA, COUNTY OF MONTEREY Monterey Division 1200 Aguajito Road Monterey, California 93940 Conservatorship Person Estate of

CASE NUMBER:

REFERRAL TO COURT INVESTIGATOR — CONFIDENTIAL

Complete and file with each action listed below, and when any party changes residence. Note: A fee may be assessed for Court Investigator Services – See Probate Code §1851.5

Hearing Date:

This referral is being sent to the Probate Court Investigator for an investigation regarding (check all that apply):

Transfer from Another State (Prob. Code 1851.1, 2002)

Information about the (Proposed) CONSERVATEE: (Proposed) Conservatee’s CURRENT address: Address: Phone number: (Proposed) Conservatee’s HOME address: Address: Phone number: Birth Date: Social Security Number:

Marital Status: Single/Divorced Widowed Married Registered Domestic Partner Special Needs (i.e. language)? Is (proposed) conservatee under an LPS Conservatorship now? Yes No If yes, LPS #: (Proposed) Conservatee’s Attorney (name): Address: Phone number: Fax number:

Form Approved for Mandatory Use REFERRAL TO COURT INVESTIGATOR — CONFIDENTIAL Monterey County Superior Court CI-123 Rev. March 2021 (CIVIL) Page 1 of 3

CI-123 CONSERVATORSHIP OF (NAME): CASE NUMBER:

Information about the (Proposed) CONSERVATOR: All proposed conservators must complete the information on this page. If there are more than two proposed conservators, attach a copy of this page with the additional conservator's information. Person Estate Person Estate

Name:

Address:

Daytime Phone:

Relationship to Conservatee/ward: Date of Birth: Social Security Number: Driver’s License Number: Work Phone: Cell Phone: Attorney: Attorney’s Address: Attorney’s Phone: Attorney’s Fax: I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Date: Signature of Proposed Conservator

Information sheet(s) for (number) (proposed) co-conservators is attached.

Form Approved for Mandatory Use REFERRAL TO COURT INVESTIGATOR — CONFIDENTIAL Monterey County Superior Court CI-123 Rev. March 2021 (CIVIL) Page 2 of 3

CI-123 CONSERVATORSHIP OF (NAME): CASE NUMBER:

Information about the (Proposed) Conservatee’s Relatives & Friends:

List the spouse or registered domestic partner, 1st and 2nd degree relatives (these are parents, children, brothers/sisters, grandparents and grandchildren), neighbors and close friends of the (proposed) conservatee.

Name: Relationship to (proposed Conservatee:

Home Address: Home Phone: Work Phone: Cell Phone:

Name: Relationship to (proposed Conservatee:

Home Address: Home Phone: Work Phone: Cell Phone:

Name: Relationship to (proposed Conservatee:

Home Address: Home Phone: Work Phone: Cell Phone:

Name: Relationship to (proposed Conservatee:

Home Address: Home Phone: Work Phone: Cell Phone:

Name: Relationship to (proposed Conservatee:

Home Address: Home Phone: Work Phone: Cell Phone:

Name: Relationship to (proposed Conservatee:

Home Address: Home Phone: Work Phone: Cell Phone:

Name: Relationship to (proposed Conservatee:

Home Address: Home Phone: Work Phone: Cell Phone:

Form Approved for Mandatory Use REFERRAL TO COURT INVESTIGATOR — CONFIDENTIAL Monterey County Superior Court CI-123 Rev. March 2021 (CIVIL) Page 3 of 3