San Bernardino — Course Handouts

Source: https://sanbernardino.courts.ca.gov/system/files/general/masterconservatorshiptrainingpacket.pdf

Sparse pages use OCR; original PDF remains authoritative.

Probate _ Conservatorships of the Person Self-Help Overview Course Welcome and Introductions If You Have Questions, Please Feel Free to Ask Disclaimer of Attorney For Attorney Referrals call: San Bernardino County Bar Association (909) 885-1986

Probate Conservatorship of the Person Handbook www.sbe court. arg Resources What is a Conservatorship of the Person? e A legal arrangement where a responsible person takes care for another adult who cannot care for him/herself. ¢ Need not be a relative. e Does not manage property.

What is a Conservatorship of the Person? cont. ¢ The responsible person is called a Conservator. ¢ The adult being taken care of is called a Conservatee. What is a Conservatorship of the Person? cont.

• A General Conservatorship is set up for adults who cannot take care of themselves.
• A Limited Conservatorship is set up for adults with developmental disabilities. « Generally, Limited Conservators have less authority than General Conservators.

• LPS Conservatorship ~ Are initiated by the County Mental Health Department. What are Court Investigators?

• Court Investigators are court employees who are required fo make investigations and determinations of fact for the court. « You must cooperate with the investigator to ensure they receive the requested information.

What Will the Court Investigators Do? ¢ The Court Investigators may conduct a follow up investigation after the Conservatorship is granted. ¢ The Court may require investigations in addition to those conducted yearly. What are Court Appointed Attorneys? ¢ Court appointed Counsel are advocates for the Conservatee only! Emergency Situations

Becoming a Temporary Conservator e You must use different forms.

• You must also file for a General Conservatorship at the same time.

• Decision on temporary is separate from decision on general. Is the Conservatorship Process the Same in an Emergency? « A Temporary Conservatorship can be set up for a short period of time for emergency situations. ¢ The Temporary Conservator’s duties have an expiration date.

• The Court Investigator’s report is required after the appointment of the Temporary Conservator and before the hearing for the General Conservatorship. Starting the Process

How does the process start? « An agency, relative, or non-relative requests the appointment. e A lawyer is not required: But a lawyer can be helpful and there may be resources in your community to help you such as the self-help center at your court. Consultation is particularly helpful ahead of time when you make a major decision affecting the quality of life of the Conservatee. How does the process start? cont.

• The court looks for good cause.

• Good Cause is where you prove to the Court there is a need for the appointment of Conservator which is also in the best interest of proposed Conservatee. ¢ Anyone interested in the proposed Conservatee can object.
• Anyone interested in the proposed Conservatee may support or object to a petition. This includes spouses, domestic partners, relatives, neighbors and friends. Is a Conservatorship Needed? A Conservatorship may not be needed if the proposed Conservatee: e Voluntarily accepts informal or formal assistance. ¢ Has planned in advance for incapacity.

Conservatorship Advantages

• Ensure safety and well being for the Conservatee. ¢ Stop or prevent abuse. ¢ Clarify the responsibilities of the Conservator and the rights of the Conservatee. « Provide stability and order.
• Court supervision and protection. Conservatorship Disadvantages ¢ Judicial process can be time consuming and complicated. ¢ Can be a source of stress and conflict.
• Can be costly. Are You Ready to Become a Conservator?

A Conservator is Responsible for Ensuring Conservatee has: « Food, Clothing « Transportation and Shelter + Recreation and

• Safety and Emotional Needs Protection ¢ Personal and Health Care What Questions Should You Ask Yourself? Ask Yourself
• How will the Conservatorship affect you and your family? ¢ Do you have enough time and resources? ¢ Are you able to meet your responsibilities as Conservator? « Can you fulfill your duties to the court?

How long does the process take and how much does it cost? Notice for Probate Conservatorship Hearings What is Notice?

• Notice is when you tell the Conservatee’s family and certain agencies that you asked the court to appoint a Conservator.

• The law tells you who must give notice and to whom it must be given.

How do you give notice?

• Someone — Not You — gives copies of your court forms to certain people, relatives and agencies. ° There are 2 ways you can give notice: « Personal -To the Conservatee Only

• Mail - All others You MUST follow the notice rules carefully, or the Hearing will be continued! How to Get Ready for the Hearing and What Happens? » Know your forms and bring copies with you, EOIN proof of service, filled-in Order and etters. « Cooperate with court investigation,

• Go to the hearing. « Judge may ask questions. « Conservatee must attend unless the Court excuses the Conservatee from attending. 10

Duties & Responsibilities of a Conservator of the Person What You Must Do? ¢ Arrange for: Appropriate living = Meals situation, including 7 : housekeeping Clothing .

• Find least restrictive * Personal tere living arrangements, + Transportation with maximum + Entertainment independence ; ‘ + Vacations
• Medical
• Work together with
• Health the Conservator of
• Personal Care the Estate Hypothesis # 1-End of Life ¢ The Conservatee has executed an Advanced Health Care Directive (AHCD) expressing his or her wishes regarding end-of-life decisions.
• What is the Conservator’s authority?
• A Power of Attorney remains in effect unless revoked by the Court. 11

Hypothesis # 2-End of Life ¢ The Conservatee has no advance care directive and is in an “irreversible” coma. ¢ What is the Conservator’s authority? Conservatorship Care Plan Where Should the Conservatee Live? « Home ¢ Least restrictive and most appropriate home setting. 12

Different Levels of Care e Independent e Board & Care Living e Dementia Care e Home Care e Intermediate

• Retirement Care Community « Skilled Nursing « Assisted Living , Hospice Health Care Responsibilities Social Activities « How should a Conservator handle arranging recreation & social contact?
• Reading
• Music
• Encouraging Contact with Family & Friends
• Outings & Trips
• Finding Structured Activities Away from Home 13

Changing the Conservator ¢ Resignation of Conservator « Removal of Conservator ¢ Death of Conservator « Lack of Capacity of Conservator Ending a Conservatorship When does a Conservatorship End? « The Conservatee dies.

• If Conservatorship of the Estate a Final Accounting must be filed before Conservatorship can end. e The Court terminates or ends the Conservatorship. 14

What You Cannot Do?

• Remove the Conservatee + Isolate the Conservatee from their residence from friends and family, without court approval. without good cause,
• Place the Conservatee in » Expend funds of the a secured (locked) ite without approval facility without court of the Conservator of the approval. Estate

• Move the Conservatee to » Remove from life support another State without unless the Conservatee court approval, previously expressed is/her intent to not « Approve sterilization for the Conservatee receive life support or without court approval. Grounds for Removal ¢ Negligence ¢ Failure to perform duties ¢ Felony conviction ¢ Gross immorality ¢ Conflict of interest ¢ Abandonment of Conservatee 15

SUPERIOR COURT OF CALIFORNIA COUNTY OF SAN BERNARDINO Conservatorship Training Conservatorship of the Estate Session Goals

• Learn the overview of Conservatorship of estate. ¢ Understand the duties of a Conservator of the estate. . Conducting Conservatorship affairs.
• Learn what the Court expects of you as Conservator. __.The Process Pre-appointment ¢ Petition is filed and set for hearing. « Necessary parties are noticed and proof of service filed. ¢ Court may appoint an attorney for the proposed Conservatee.

• Court Investigator interviews Conservatee and relatives then prepares a written report for the court. 16

The Appointment Process

• Court appoints a Conservator of the Estate. ¢ Bond is fixed by the Court.
• Purchase a bond from an insurance carrier.
• Letters of Conservatorship are issued by the Court. The Process Post-appointment

• Open up a bank account in the name of the Conservatorship. « File an Inventory and Appraisal within 90 days of appointment.

• Serve the Inventory and Appraisal upon interested pee as well as a Notice of How to Object to the nventory.
• First accounting is due one year after the date of appointment. Subsequent accountings are due gvery two years or as otherwise ordered by the judge. Forms you will need
• Inventory and Appraisal (Judicial Council form GC-040/GC-041)
• Notice of Filing Inventory and How to Object (GC-042)

• Change of Residence Notice (GC-

• Accounting forms (GC-400 et seq) 17

Bond Amount Valué of personal property, plus

• Income from all sources for one year, plus e Bond recovery costs as prescribed in California Rules of Court 7.207. For example, 10% of the estate up to $500,000. « If bond becomes insufficient, the Conservator has a duty to inform the court and request a sufficient amount for bond. e Alternative to reduce bond: Blocked Accounts by Order of the Court. Calculating the Bond Example Assets: Cash “ $ 277.60 Checking Account 2,435.67 Savings Account 26,454.23 Check from IRS 4,100.00 Right to Pension/SSA 1.00 Household furniture. 4,000.00 Stocks and Bonds 32,000.00 1999 Honda Accord 3,500.00 Sub total for bond 72,768.50 Home of conservatee 400,000.00
• Total value of estate $472,768.50 Calculating the Bond Income; Equation is equal to: Social Security $ 776,00 Total liquid assets + Pension 525.00 annual income + Interest/dividends 25.00 Total income $1,326.00 Take $1,326 x 12 months= $15,912.00 recovery premium = Bond Amount Assets $ 72,768.50 Annual Income 15,912.00 Recovery (10%) _7,276.85 Bond for this example = $95,957.35 18

Tasks with time limits

• Post bond, if required, and have Letters of Conservatorship issued. « Record Letters of Conservatorship with the County Recorder where real property is located within 30 days of appointment.

• File Inventory and Appraisal Nos 040/GC-041) within 90 days from the date of appointment. ee Tasks with time limits (cont.) ¢ Open bank account(s) in Conservatorship name. Account must be interest-bearing. e File an accounting or waiver of accounting following one year of date of appointment. Opening a Conservatorship Bank Account e Account must be in the name of the Conservatorship. Account must be interest-bearing. e Account must be within FDIC limits. « Name of account:

• “Y, Conservator for X, Conservatee” 19

Opening a Conservatorship Bank Account (cont.)

• If the account is to. be blocked, bank should issue a receipt for proof of blocked account. The receipt is to be filed with the court. ¢ The reporting number for the account must be the Conservatee's social security number. Additional Tasks ¢ Maintain accounts in financial institutions « Review insurance policies - home, auto, medical, long-term care, etc. NOTE: do not change beneficiary. e Pay taxes (income, real property, personal property, etc.) e A Lvs Other tasks — selling securities, filing lawsuits, etc. « Note: Any sale of assets should first be approved by the court unless specific powers =e Granted | (Pr.C. §2590) Powers without Court Authority Use ordinary care and diligence in managing the estate. Pay prior debts of Conservatee, Collect debts owed to Conservatee. Maintain Conservatee’s home. File tax returns

• CAUTION: Cannot hire or refer any business to an entity owned by Conservator without prior court permission 20

Need Permission! « Pay for services of Conservator of the Person or Conservator of the Estate. « Pay for attorney for the Conservator or Conservatee, Sell real property. « Settle various types of claims:

• relating to real property or which require taking out foane Der 05 ONO. 7
• Claims against you as conservator.
• Wrongful death, personal injury claims or other litigation. Important Fee Facts

• Cannot pay yourself without court approval. ¢ Cannot pay your friends or family to care for the Conservatee or provide other services without court approval. e May be asked to prove that all fees were reasonable for the Conservatee. Special Powers when Judge orders
• Power to borrow/lend money. « Power to contract. Power to purchase or sell property. ¢ Power to lease property. « Power to operate a business for longer than 45 days. « Power to exercise stock rights and stock options. 21

Inventory and Appraisal ¢ Inventory and Appraisal is prepared on Judicial Council form GC-040/GC-041. ¢ Cash assets are listed on Attachment No. 1 and appraised _ by Conservator. « Non-cash assets are listed on Attachment No. 2 and appraised by the Probate Referee. . Inventory and Appraisal (cont.) ¢ Appraisal date is date of ‘ appointment. “« Inventory must be served on Conservatee, spouse and other relatives. ¢ Notice of How to Object to Inventory must also be served. Sale of Conservatee’s Residence ‘e Conservator must discuss sale with Conservatee. ¢ Court supervision required (Pre. §2540) Are there other alternatives? Does the Conservatee agree with the sale? ¢ New Inventory & Appraisal (REAPPRAISAL) required if last one is more than six months old (Pr.C. §2543). 22

Accounting ¢ There are mandatory Judicial Council forms for accountings (simplified or standard). GC-400 et seq. Forms can be found through www.courtinfo.ca.gov and link to “forms”. « First accounting is due one year after the date of appointment. Subsequent accountings are due every two years or as otherwise ordered by the Judge. » Keep good records for your accounting (receipts/expenses). Accounting (cont.) e Accountings consist of:

• Beginning balance (Inventory and Appralsal) » Receipts
• Any gains on sales
• Disbursements

• Loss on Sales « Property on hand Accounting (cont.) « Account must comply with Pr.C. §1061. ¢ Must include original statements from financial institutions:

• Non-licensed Conservator: opening statement and ending statement. +» Licensed Conservator: All statements for the accounting period. 23

Accounting (cont.) « Must include original escrow closing statement on sale of real property (if applicable).

• Must include original care facility statements (if applicable). » Accounts are subject to full or partial review by the court. « Conservator must make available all books, records, receipts upon request of court.
• May qualify for a waiver of accounting under Pr.C, 2628, Fees for Conservator

• Conservator and attorney fees are payable

• only on order of the Court. « Standards for fee requests:

• Size of the estate.
• Benefit to Conservatee from services. +» Necessity for the services, » Hourly rate and itemization of services must be included. Removal/Surcharge of Conservator « Poor management of the estate. Failure to file an inventory. Failure to file an accounting. ¢ Material errors in the accounting. Personal use of Conservatee’s assets. Violating court orders. Paying yourself or your family/friends without court approval. Other good cause. 24

RESOURCE INFORMATION _ Administration on Aging Elder Care Locator (800) 677-1116 http://www.aoa.gov/about/over/over.aspx For over 35 years, the Administration on Aging has provided home and community-based services to millions of older persons through the programs funded under the Older Americans Act. You may have heard about our home-delivered meals programs or nutrition services in congregate settings, or transportation, adult day care, legal assistance or health promotion programs. If you have visited a nursing home, you may have talked to one of our Ombudsmen, who provide an on-going presence in long-term care facilities, monitoring care and conditions and providing a voice for those who are unable to speak for themselves. Our National Family Caregiver Support Program provides a variety of services to help people who are caring for family members who are chronically ill or who have disabilities. : Alzheimer's Association Nationwide Contact Center Nationwide Toll-free Number: 1-800-272-3900 http://www.alz.org/Services/ContactCenter.asp Best Buddies, Inland Empire Chapter 22545 Barton Road, Suite 107 Grand Terrace, CA 92313 (909) 783-2721 www. bestbuddies.org Best Buddies is a nonprofit 501(c)(3) organization dedicated to enhancing the lives of people with intellectual disabilities by providing opportunities for one-to-one friendships and integrated employment. California Courts Self Help Center (Duties of a Conservator) http://www.courtinfo.ca.gov/selfhelp/seniors/duties.htm Provides information on the following topics: General Information, Conservatee's Rights, Conservator or the Person, Conservator of the Estate, Duty to Disclose of Spouses and Domestic Partners, Limited Conservator (for Developmentally Disabled Persons Only), Temporary Conservator. http://Awww.courtinfo.ca.gov/forms/ Provides current Judicial Council and the Administrative Office of the Courts forms at no cost. California Probate Referees Association http://probatereferees.org/index.php The California Probate Referees Association established this website as an additional resource for help in answering some of the many questions which arise in the probate process. Hopefully, the links on the directory to the left will be useful in providing the answer to some of the more common questions. The Guide 5 1 16 1 3 15 1190 1585 21 20 96.890617 to 5 1 16 1 3 16 1221 1585 64 26 96.982002 Using 5 1 16 1 3 17 1295 1587 88 20 96.434639 Probate 5 1 16 1 3 18 1393 1587 110 21 95.066673 Referees’ 5 1 16 1 3 19 1512 1589 16 19 96.692337 is 5 1 16 1 3 20 1537 1594 11 15 96.269615 a 5 1 16 1 3 21 1558 1589 35 21 96.269615 link 4 1 16 1 4 0 241 1606 1256 37 -1 5 1 16 1 4 1 241 1606 22 19 96.935143 to 5 1 16 1 4 2 273 1610 36 15 96.057220 our 5 1 16 1 4 3 317 1607 127 24 96.926369 procedures 5 1 16 1 4 4 454 1607 62 25 96.950600 guide 5 1 16 1 4 5 524 1607 65 20 96.966614 which 5 1 16 1 4 6 600 1608 38 20 96.979828 has 5 1 16 1 4 7 647 1608 137 26 94.229904 step-by-step 5 1 16 1 4 8 794 1608 131 23 94.229904 instructions 5 1 16 1 4 9 933 1612 31 20 95.975372 for 5 1 16 1 4 10 973 1613 101 25 95.553024 preparing 5 1 16 1 4 11 1084 1618 25 15 96.966949 an 5 1 16 1 4 12 1119 1613 102 27 96.886482 Inventory 5 1 16 1 4 13 1231 1615 41 20 96.658791 and 5 1 16 1 4 14 1280 1616 107 25 96.658791 Appraisal 5 1 16 1 4 15 1397 1617 100 26 96.316727 including 4 1 16 1 5 0 242 1635 1260 34 -1 5 1 16 1 5 1 242 1635 117 25 96.254662 completed 5 1 16 1 5 2 369 1637 116 24 95.588203 examples. 5 1 16 1 5 3 498 1636 18 20 93.225891 In 5 1 16 1 5 4 524 1636 36 20 95.695122 the 5 1 16 1 5 5 570 1637 60 20 95.695122 event 5 1 16 1 5 6 638 1642 40 20 96.732140 you 5 1 16 1 5 7 687 1638 75 19 95.432724 cannot 5 1 16 1 5 8 768 1638 40 20 95.432724 find 5 1 16 1 5 9 817 1638 33 20 96.543938 the 5 1 16 1 5 10 860 1644 87 17 96.604973 answer 5 1 16 1 5 11 953 1641 21 20 96.604973 to 5 1 16 1 5 12 983 1646 12 15 96.656082 a 5 1 16 1 5 13 1004 1642 81 25 96.607063 specific 5 1 16 1 5 14 1093 1643 98 25 96.928513 question, 5 1 16 1 5 15 1202 1648 41 21 96.732613 you 5 1 16 1 5 16 1252 1650 40 14 94.939735 can 5 1 16 1 5 17 1301 1642 82 23 94.939735 contact 5 1 16 1 5 18 1392 1651 13 14 96.937256 a 5 1 16 1 5 19 1417 1646 85 20 96.860695 Probate 4 1 16 1 6 0 243 1664 1283 36 -1 5 1 16 1 6 1 243 1664 89 20 95.795265 Referee 5 1 16 1 6 2 342 1664 25 26 96.999741 by 5 1 16 1 6 3 377 1665 73 26 96.811462 simply 5 1 16 1 6 4 459 1665 82 26 96.436394 clicking 5 1 16 1 6 5 550 1666 36 20 96.886696 the 5 1 16 1 6 6 594 1666 96 20 94.731941 “Probate 5 1 16 1 6 7 700 1667 87 20 96.956779 Referee 5 1 16 1 6 8 796 1667 112 28 74.633553 Directory tab and selecting your county. The page will list all the Referees appointed to your county including their contact and address information. County of San Bernardino Nutrition Services http://hss.sbcounty.gov/daas/nutrition/default.htm The Nutrition program includes the procurement, preparation, transportation, service of balance meals and nutrition education to older persons at congregate nutrition sites and to homebound individuals. Congregate meals are served to senior citizens, 60 years of age or older, and their spouses, at nutrition sites around the county.

[Rev. December 01, 2009] 27

RESOURCE INFORMATION County of San Bernardino Senior Center Guide http://hss.sbcounty.gov/daas/services/Senior Centers. htm Senior Centers provide the senior population of San Bernardino County a place to congregate and participate in a wide range of activities. These centers are located throughout the county. County of San Bernardino Senior Information and! Assistance Program http://hss.sbcounty.gov/daas/services/Senior Information And_Assitance.htm The Senior Information and Assistance Program provides information and assistance to help a senior citizen solve any problem he or she may have. Clients are provided referrals to other agencies and assistance and advocacy in making contact with organizations and agencies for needed services and programs. Follow up and evaluation are provided to insure the client is receiving the needed services. Field Offices are located conveniently throughout the county. Department of Aging and Adult Services (County of San Bernardino) 686 E Mill Street ‘ San Bernardino, CA 92415-0640 (909) 891-3900 http://nss.sbcounty.gov/daas Providing service to seniors and at risk individuals to improve or maintain choice, independence, and quality of life. The Department works to ensure seniors and adults with disabilities have the right to age in a place in the least restrictive environment! Department on Aging (State of California) (800) 510-2020 http:/Awww.aging.ca.aov/ The Department's mission is to promote the independence and well-being of older adults, adults with disabilities, and families through: access to information and services to improve the quality of their lives; opportunities for community involvement, and support from family members providing care. Department of Veterans Affairs (County of San Bernardino) San Bernardino Chino Victorville 175 West 5" Street 13260 Central Avenue 15456 West Sage Street Second Floor Second Floor Suite 201 San Bernardino, CA 92415 Chino, CA 91710-4165 Victorville, CA 92392 (909) 387-5516 (909) 465-5241 (760)843-4300 Loma Linda Yucca Valley Twentynine Paims 11201 Benton Street 56357 Pima Trail 73629 Sun Valley Drive Loma Linda, CA 92357 Yucca Valley, CA 92284 Twentynine Palms, CA 92277 (909) 583-6018 (760) 228-5234 (760) 361-4636 Barstow 100 East Veterans Parkway Barstow, CA 92311 (760) 252-6257 http://hss.co.san-bernardino.ca.us/VA/contacts.htm The San Bernardino County Department of Veterans Affairs is a department within the Human Services System and was created to assist this county's veterans and their families in obtaining veterans’ benefits.

[Rev. December 01, 2009] 28

RESOURCE INFORMATION Department of Veterans Affairs (United States) Federal Building 11000 Wilshire Blvd Los Angeles, CA 90024 (800) 827-1000 http:/www2.va.gov/directory/quide/home.asp?isFlash=1 The mission of the Veterans Benefits Administration, in partnership with the Veterans Health Administration and the National Cemetery Administration, is to provide benefits and services to the veterans and their families in a responsive, timely and compassionate manner in recognition of their service to the Nation. District Attorney - Elder Abuse (County of San Bernardino) 316 N Mountain View Avenue San Bemardino, CA 92415 (877) 565-2020 http://www.sbcounty.gov/da/elder_abuse/Intro.asp Abuse and neglect of the disabled and elderly happens more often than any of us would like to admit. It is serious, and it can happen in any setting. All of us, as responsible citizens, must help to prevent and stop abuse, neglect, abandonment, and financial exploitation of vulnerable adults by reporting suspected abuse to the appropriate authorities. Elder Care Locator (800) 677-1116 http://www. eldercare.qov/Eldercare.NET/Public/Home.aspx The Eldercare Locator is the first step to finding resources for older adults in any U.S. community. Just one phone call or Web site visit instantly connects you to eldercare resources in your community. Family Caregiver Alliance 180 Montgomery Street, Suite 1100 San Francisco, CA 94104 (415) 434-3388 (800) 445-8106 www.caregiver.org Founded in 1977, Family Caregiver Alliance was the first community-based nonprofit organization in the country to address the needs of families and friends providing long-term care at home. FCA now offers programs at national, state and local levels to support and sustain caregivers. Although the program is based in San Francisco, their website offers much information for anyone with internet access. Inland Counties Legal Services San Bernardino Rancho Cucamonga Victorville ‘ 715 N Arrowhead Avenue 10601 Civic Center Drive 14196 Amargosa Rd Suite 113 Suite 260 Suite K San Bernardino, CA 92401 Rancho Cucamonga, CA 91730 Victorville, CA 92392 (909) 884-8615 (909)980-0982 (760) 241-7073 (800) 677-4257 (800) 977-4257 (888) 805-6455 www.inlandlegal.org Inland 5 1 19 1 1 2 321 1884 97 20 96.217430 Counties 5 1 19 1 1 3 429 1885 59 25 96.945381 Legal 5 1 19 1 1 4 498 1886 97 19 96.993752 Services 5 1 19 1 1 5 606 1891 91 20 96.937950 pursues 5 1 19 1 1 6 704 1887 71 25 96.975822 justice 5 1 19 1 1 7 785 1888 40 19 96.994736 and 5 1 19 1 1 8 834 1890 89 25 94.692284 equality 5 1 19 1 1 9 931 1891 30 20 96.676117 for 5 1 19 1 1 10 969 1892 37 19 96.467842 low 5 1 19 1 1 11 1014 1892 82 20 96.373772 income 5 1 19 1 1 12 1105 1894 73 24 96.852333 people 5 1 19 1 1 13 1185 1894 84 25 96.969376 through 5 1 19 1 1 14 1279 1897 93 23 96.810188 counsel, 5 1 19 1 1 15 1385 1898 79 24 96.706886 advice, 5 1 19 1 1 16 1476 1899 110 26 96.700371 advocacy, 4 1 19 1 2 0 232 1912 720 36 -1 5 1 19 1 2 1 232 1912 42 20 95.712311 and 5 1 19 1 2 2 285 1913 122 25 96.785789 community 5 1 19 1 2 3 415 1913 114 25 96.906693 education, 5 1 19 1 2 4 539 1915 87 25 96.962257 treating 5 1 19 1 2 5 636 1916 24 19 94.508377 all 5 1 19 1 2 6 669 1916 44 19 94.508377 with 5 1 19 1 2 7 722 1916 72 25 96.667824 dignity 5 1 19 1 2 8 802 1917 40 19 96.922729 and 5 1 19 1 2 9 851 1914 101 34 87.578690 respect.

[Rev. December 01, 2009] 29

RESOURCE INFORMATION Inland Regional Center 1365 South Waterman Avenue San Bernardino, CA 92408 (909) 890-3000 www. inlandrc.org As an agency among agencies, Inland Regional Center coordinates with generic services to normalize the lives of people with developmental disabilities and their families by working to include them in the everyday routines and life rhythms of the community and by facilitating needed Supports for them. Joslyn Senior Center 21 Grant Street Redlands, CA 92373 (909) 798-7550 http:/Awww.ci.redlands.ca.us/recreation/joslyn_center.htm The Joslyn Senior Center, located at 21 Grant Street in Redlands, is a multipurpose facility providing a variety of social, instructional, health and recreational services to Redlands residents 50 years of age and older. There are meeting rooms, a billiard room with four tables, an auditorium with stage, a kitchen and outdoor patio. The building provides total accessibility to handicapped individuals. The center is open Monday through Friday from 8:00 a.m. to 5:00 p.m., and is available after hours and on weekends for your rental needs. Established in 1977, Joslyn Senior Center provides daily activities and monthly trips to destinations such as: libraries; museums, Los Angeles, Catalina Island, Santa Barbara, San Diego and more .. . and there are seasonal monthly programs (some with a small fee added). Spring events include: a fashion show, rummage sale; Annual Patron Celebration and Step-Out Walk and Breakfast. Summer events include: a One Buck BBQ, a Step Out Walk and Breakfast, and a Hawaiian Luau. Fun in the fall includes: an African Safari Party, Dessert Bake-off, Halloween costume contest, flu shot clinic and Thanksgiving Luncheon. Winter programs include: an Annual Christmas Program, Bus Light Tour, Holiday Open House, New Year's Open House, Hillbilly Hoedown, and Volunteer Luncheon. Monthly themed- dances add to our year-around fun. Legal Aid Society of San Bernardino San Bernardino Rancho Cucamonga Victorville 354 West Sixth Street 11200 Baseline Street 15411 Village Drive San Bernardino, CA 92401 Rancho Cucamonga, CA 91730 Victorville, CA 92392 Chino Chino Joshua Tree 13170 Central Avenue 5201 D Street 6171 Sunburst Avenue Chino, CA 91710 Chino, CA 91710 Joshua Tree, CA 92252 (909) 889-7328 (866) 889-7328 http://www. legalaidofsb.org The specific and primary purpose for which this corporation was formed is to provide counseling and legal services to the indigent and needy, to ascertain that the rights and Privileges of the individual are recognized and protected regardless of ability to pay, to develop a keener appreciation and better understanding of the law and the administration of justice, and to otherwise exercise any and all rights and powers which a corporation of this type may now or hereinafter exercise which do not contemplate the distribution of gains, profits or dividends to the members hereof. and low-income persons by guaranteeing access to the judicial system. National Alliance on Mental IlIness (County of San Bernardino Office) (909) 381-2888 http://www.nami.ora/Template.cfm?Section=your local NAMI&Template=/CustomSource/LocalDetail.cfm&loca !ID=0000000390&fromHL=no&state=CA Contact the County of San Bernardino National Alliance on Mental Illness for a full list of services provided.

[Rev. December 01, 2009] 30

RESOURCE INFORMATION National Alliance on Mental IlIness (State of California Division Office) 1010 Hurley Way, Ste 195 Sacramento, CA 95825-3218 http://www.nami.org/Template.cim?Section=your local NAMI&Template=/CustomSource/AffiliateFinder.cfm NAMI recognizes that the key concepts of recovery, resiliency and support are essential to improving the wellness and quality of life of all persons affected by mental illness. Mental illnesses should not be an obstacle to a full and meaningful life for persons who live with them. NAMI will advocate at all levels to ensure that all persons affected by mental illness receive the services that they need and deserve, ina timely fashion. National Alliance on Mental IlIness (United States) http:/Avww.nami.org NAMI is the National Alliance on Mental Iliness, the nation’s largest grassroots organization for people with mental illness and their families. Founded in 1979, NAMI has affiliates in every state and in more than 1,100 local communities across the country. National Family Caregivers Association 10400 Connecticut Avenue, Suite 500 Kensington; MD 20895-3944 (800) 896-3650 (301) 942-6430 www.thefamilycaregiver.org The National Family Caregivers Association educates, supports, empowers and speaks up for the more than 50 million Americans who care for loved ones with a chronic illness or disability or the frailties of old age. NFCA reaches across the boundaries of diagnoses, relationships and life stages to help transform family caregivers' lives by removing barriers to health and well being. National Long Term Care Ombudsman Resource Center 1828 L Street, NW Suite 801 Washington, DC 20036 (202) 332-2275 http://www. |tcombudsman.org/static_pages/help.cfm Ombudsmen are dedicated to enhancing the lives of long term care residents. Public Administrator (County of San Bernardino) 172 W Third Street, 1° Floor San Bernardino, CA 92415-0360 (909) 387-6249 https:/Avww.mytaxcollector.com/paDefault.aspx The primary function of the Public Administrator is to administer decedents' estates, including: collecting and safeguarding assets, paying debts, and if assets remain after paying debts and expenses, to distribute to those legally entitled. You may also visit the website to inquire about payment of property taxes.

[Rev. December 01, 2009] 31

_ RESOURCE INFORMATION Public Guardian (County of San Bernardino) 222 W Brookside Avenue Redlands, CA 92373 (809) 798-8500 http://hss.sbcounty.gov/DAAS/sales/Default.aspx The goal of the Public Guardian-Conservator's office is to insure the safety, both financially and physically, of incompetent and mentally disabled persons, who meet the criteria for conservatorship, as required by law, when there are no viable alternatives to public conservatorship. Redlands Police Department — Never Alone Safely Back Home (Redlands Residents only) 30 Cajon PO Box 1025 Redlands, CA 92373 www.rediandspolice.org Never Alone Safely Back Home is a program designed for those in the Redlands’ community who seek a means to provide an additional method of protecting family members or friends who have special needs as they go about their daily routine in our community. Social Security (Includes information on Supplemental SSI & MediCare) Redlands San Bernardino Victorville 1449 W Redlands Blvd 605 N Arrowhead Avenue Suite 101 13955 Park Avenue Redlands, CA 92373 San Bernardino, CA 92401 Victorville, CA 92392 Rancho Cucamonga Joshua Tree 1100 E Hold Bivd 56492 29 Palms Hwy Rancho Cucamonga, CA 91761 Yucca Valley, CA 92284 (800) 772-1213 (800) 325-0778 (TTY) http://www. socialsecurity.gov/ SSI gives money to low income seniors, the blind and people with disabilities. Whether or not you can get SSI depends on how much money you make and what you own. If you receive Social Security benefits, you may also receive SSI. 7

[Rev. December 01, 2009] 32

Probate Notes Access

1. Type www.sb-court.org to reach the Superior Court of California, County of San Bernardino website.
2. Scroll down the page until you see the “Probate” heading and select “Probate Notes.” (See illustration below for guidance).
3. Once you have reached the “Probate Notes” carefully read the “Viewing Directions & Tips” and the “Important information regarding Probate Notes”. “FYT* If you wish to contact a Probate Examiner, you may only do so by submitting an email to: ProbateNotes@sb-court.org Keep in mind that examiners may respond only to inquiries regarding the meaning of comments in the notes. Superior county af § Online Services News & Notices [Rev. June 2, 2011] 33

Superior Court of California, County of San Bernardino Family Tree Maternal Grandmother Maternal Grandfather Paternal Grandmother Paternal Grandfather IN A IN A Mother Father Siblings Conservatee Spouse/Domestic Partner uv Vv
Children Children Children v de N Grandchildren Grandchildren Grandchildren

• Only the proposed conservatee must be served personally with the Citation and Petition. All others can be served with the Notice and Petition by mail. ** The Director of Mental Health or the Director of Developmental Service must be served by mail if the proposed conservatee is currently in or on leave from a state hospital under the direction of one of those agencies. Est, February 20, 2009] : 35

[tt0z “2 Af -zy] ANNVW XTAWLL ¥ NI GALATd NOD ANY SUSVL TIY LVHL AUNSNA OL MOLVAUASNOOD AHL AO ALIMAISNOdSAY AHL SIL ‘sBupumosor ay] Oy sSupreay ASIA Jas [JIM INOS ay} pur ATTenuur 31v1Sy aya Jo drysroqearasu0Z Joy anp aq |]! SuruNosoe Uy ‘a181Sq] Jo dtystoywarasu07 10] “Burunosse ue aly [] quourajoddy moxy ra X | “reak Azaaa way] pur ‘aur sty Je ppey aq ][l4 Sunway vy uaurqutodde mory sy MOY] 9 J21FV ‘nod aut] 10 UOTIOUes “IOWAIISUOD se noX aaoutar Jou pynoys 10D ay Ayar asnvo poos MOYS pUe ULTIY MIAAT a1 0} JUIOD 07 BART [ITAA NOK aouryduros uy jou are nos JT “1aAaMOF] “squaurarinbar Suny ay ype yA gouryduios ur are nod jt payesea aq [las yorya ‘jas SurTeay MazAar v aq [fla ataq], [] squaurqutodde moxy skvq OZI ‘aqeasy Jo drystowarasuog soy ‘Testeaddy 29 Axoquaauy aft-y [ J ‘uosiad JO drysioyeasasu0Z, I0j urd are) jo Jess] ai Burmay/yuaurgurodde wioxy skeq OO UY ‘s191]9] pUe SIapIO ay aly ‘oWarasuod v syutodde pur uolted ay3 Bursordde 30] rapio we sayeur a8pnf aya saayy [ | ‘aqep Burmeay 1xAU ay a10Jaq suoTa[qo aq] ssarppe pur s1daJap ay} aIND “2oUENUTIUOD v aq ]]}M 9191 ‘sqoafqo auoautos Ji Jo Surrway ayy 3 syoajap are azay Jy [ ] JoyAIasuOS ay] WIodde puy Japio ue ayPUt [TM a8pnf[ aya ‘sqoalqo auo ou pur sqoaqap ou are azaya JI [J Buliway ay ty sse[D Bururer] drysioyarasuoD puany, Buyreay sy3 IOJag B10'7.MOI-qs' Mara Je $9]0U SIUTUTENY eGo Yq, [] ‘(Aquo drysroywasasu03 pauuny 10J) Juautsasse 1aqUa_ JeuoIssy [ ] ‘Aeon parutoddy qnoD wor ystA v joadxy [ ] “‘royBNSIAU] UND ayy wor Wsta v yoadxy [ ] mmormed Burpy z91ye skeg OI-2 Ajateurrxorddy “‘SOTAIIG Jo JOoIg ayy pure ( Suuupay 21) 240f2q sop) G1 183] 30) aaqearasuoZD pasodord uo uoneUD aaras [ ] “‘3OIAIag JO Joorg aly pure (Bupreay ay a10jaq sdep | asa] 2) aateatasuos pasodoard 03 sarjdde VA Ji uonensturmpy steiajaA 01 291]0N aat, [] ‘DIAIag Jo Joorg 3]y pur (Surreay a1ojaq shep CT sea] I) Saatqepay gar8aq puz 01 29M10N aaty :sdrysrorwarzasu05 |TV [ ] (Butreay azojaq shep O¢ 3sea] Te) BdIAIaG Jo Joorg a]f puL JaqUaD [RUOIIY 01 ANON aaty :ATuo drysioqwarasuos payuny 10.J [_] squaurjutodde urory skeq 06 UIT Bupmay ay 210Jaq 423A 1 Surry xsqye Ayayerpaureny yoday jesterddy i painoddy jr sta13] JoyeBNsaau] 1N0D ay A1oquaauy] 9 SIBPIO FL] aivisy ayy ‘aortas jo H 3dIAIag JO jodrysiorearasuop! = Buyrwayy! Joorg ayy 29 saysry weld sa]ON JaUyMIEXy! oor aI] ‘UoNeAD sseyD Suruiel wontad 10j Sununossy 21] MAITARY JO 2dIION Lf} F1VD Jo [aaa] 27 Burivay] aWwQOId! IAIIg ‘IIION PATH} JOIwAIISUO") |. a ad <i < < < < < < < Suuvayi «= BurIeayy! Burwapy ayy Woy! = Burrwazy Woy diysioyearasu07) Surway! diysowarasuoD Surteap] 07 JONI WON] 1waX | woy! skeq og uN! skeq 09 UNM paquiry 10] a0 Jaq YAMA parry she OZI H syaa §-9/3uITy | 1oy skeq] ¢]/Burway 1 Tage S23 + arojaq sku OE drystoyeasasuoy Joy astIPpeyD) Ben) ouTyatar | ourpreusag weg Jo AqunoZ ‘vTUAOFTPLD Jo 31n0D rotadng St

CONFIDENTIAL ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address): TELEPHONE NO.: FAX NO. (Optional): E-MAIL ADDRESS (Optional): ATTORNEY FOR (Name): SUPERIOR COURT OF CALIFORNIA, COUNTY OF SAN BERNARDINO STREET ADDRESS: 216 Brookside Avenue MAILING ADDRESS: 216 Brookside Avenue CITY AND ZIP CODE: Redlands, CA 92373 BRANCH NAME: Redlands District CONSERVATORSHIP OF THE [] PERSON [] ESTATE OF (Name): CONFIDENTIAL GENERAL CARE PLAN OF CONSERVATEE CASE NUMBER: All questions on this form must be completed and answered. If the question or blank does not apply, write “not applicable” or “none”. If you need additional space to fully respond, please note on the form that a separate attachment is being provided and staple the attachment fo the form. PERSONAL NEEDS Living Arrangements Current address of Conservatee: Phone: (Include name of facility if appropriate) Current living arrangement: [] Personal residence [] Home of relative []Board & care home [_] Assisted living (] Skilled nursing facility The Conservatee has been at the present residence since If the Conservatee is in his/her personal residence, what is the current level of care? []No assistance needed at this time. [} Household help Hours per week [-] Personal caregivers Hours per week What will be necessary to keep the Conservatee in his/her residence? If the Conservatee is not living in his/her residence: What is the plan to return Conservatee to his/her personal residence? If there are no plans to return the Conservatee to his/her personal residence in the foreseeable future, explain the limitations or restrictions: Medical Information [] Is in good health [_] Is developmentally disabled [] Confusion / Disorientation [] Unable to read / write [__] Memory loss [-} Deaf or communication problem [J Other Name Purpose of Medication Name Purpose of Medication Pr.C.§2352.5 GENERAL CARE PLAN FOR CONSERVATEE Local Form (Rev. 03/21/08) CONFIDENTIAL 1 SB-10120 39

CONFIDENTIAL CONSERVATORSHIP OF (Name): CASE NUMBER: Provider Name Phone mumber Last visit Physician Dentist Other (e.g. visiting nurse, case worker) Visitations How often do you visit the Conservatee? How often does the Conservatee receive visits from family and friends? Are any visitations particularly valued or upsetting to the Conservatee? Activities Describe the normal activities of Conservatee: [] Outings (__] Television / Radio [] Social (] Educational [] Recreational {] Unwilling to participate : (] Unable to participate {] Other (i.e. reading material) Special Problems Explain how you have addressed any special needs or problems raised by the Court Investigator, the Court, or other interested persons: Cl. Estimated Monthly Income PAE REEES Social Security $ Income - other sources $ Pension (type ) $_ Dividends $ Veterans Benefits $ Rentals $ Supplemental Security Income $ Other $ Estimated Interest from Investment $ TOTAL Estimated Monthly Income $ Estimated Monthly Expenses. : TAXES Currently Paid? Next Due Date Estimated Monthly Payment Income (Yes [] No $ RealEstate []Yes [_]No $e $ INSURANCE Company Premium Paid Coverage Amount Estimated Monthly Payment Homeowners (] Yes [] No $ . Renters [] Yes [] No $ Automobile L] Yes [] No $ Workers Comp (] Yes [] No $ Health [-] Yes [] No $ Life L_] Yes [] No $ Other [] Yes [__] No $ LIVING EXPENSES Rent or Mortgage $C tilitiess $ Nursing Home or Telephone $ Board & Care Home $ Laundry and Cleaning $ Live-In Attendants $ Clothing $ Other Care Providers $ Entertainment / Recreation $ Medical and Transportation $ Dental Supplies $ Other $ Food - §$ TOTAL Estimated Monthly Expenses $ Pr.C.§2352.5 GENERAL CARE PLAN FOR CONSERVATEE Local Form (Rev. 4/1/08) CONFIDENTIAL 2 40

CONFIDENTIAL CONSERVATORSHIP OF (Name): CASE NUMBER: If monthly expenses exceed monthly income, how do you plan to meet the shortfall a) for the present and b) for the long term? Describe any planned changes in investments to be made and/or any major assets that may be sold in the coming year and the reason for these changes and/or sales: Identify the contents of any safety deposit box. Are there any valuable assets in the conservatee’s residence that need to be protected? If so, describe them and specify what steps have been take to protect these items from loss or theft: Conservator believes it will be necessary to provide the following additional services to properly care for and maintain the personal and financial needs of the Conservatee: The undersigned conservator will: a. Carry out all mandatory duties of a conservator (refer to form GC-348); b. Maintain periodic contact with the conservatee’s family and friends, if applicable; fo Be available to the conservatee on a 24-hour basis for emergencies, or arrange for such coverage by a qualified agent; If appointed conservator of the estate d. Inventory all assets in which the conservatee has any interest; e, Render timely, accurate and complete accountings to the court; f. Maintain accurate records related to the estate; g. Maintain all estate assets in interest-bearing account, except as necessary for everyday administration; ; h. Maintain an adequate surety bond as required by law; If appointed conservator of the person i. Maintain periodic contact with the conservatee’s physician and other health care providers. if Maintain conservatee in the least restrictive placement and, if moved, notice the court and interested parties.

| declare under penalty of perjury under the laws of the State of California that the foregoing

is true and correct, and that | have retained a copy of this case plan for my records, Date Attorney Date : Conservator Pr.C.§2352.5 GENERAL CARE PLAN FOR CONSERVATEE Local Form (Rev. 4/1/08) CONFIDENTIAL 3 41

DE-160/GC-040 FOR COURT USE ONLY ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, state bar number, and address):

| SAMUEL MATLOCK (STATE BAR NO. 12345)

MATLOCK & ASSOCIATES ° PO'BOX 123 PRE-APPRAISAL SAMPLE ANYTOWN, CA 01293 -: TELEPHONENO: (909)123-4567 FAX NO. (Optional): E-MAIL ADDRESS (Optional): ATTORNEY FOR (Name): JOE TUDBALL stReeTADDRESS; 303 WEST THIRD STREET MAILING ADDRESs: 303 WEST THIRD STREET ea cmyanpzipcope: SAN BERNARDINO 92415 BRANCH NAME: SAN BERNARDINO CIVL AND PROBATE DIVISION ESTATE OF (Name): MAGGIE WIGGINS (] pecepenT [X]conservatee [] minor r CASE NUMBER: © : INVENTORY AND APPRAISAL CON PS 0600123 (] Partial No.: (] Corrected Date of Death of Decedent or of Appointment of Final [] Reappraisal for Sale Guardian or Conservatoz [] Supplemental [_) Property Tax Certificate APPRAISALS

1. Total appraisal by representative, guardian, or conservator (Attachment 1): $
2. Total appraisal by referee (Attachment 2): $ TOTAL: $ DECLARATION OF REPRESENTATIVE, GUARDIAN, CONSERVATOR, OR SMALL ESTATE CLAIMANT
3. Attachments 1 and 2 together with all prior inventories filed contain a true statement of al [_Ja portion of the estate that has come to my knowledge or possession, including particularly all money and all just claims the estate has against me. | have truly, honestly, and impartially appraised to the best of my ability each item set forth in Attachment 1.
4. [] No probate referee is required. [] by order of the court dated (specify):
5. Property tax certificate. | certify that the requirements of Revenue and Taxation Code section 480 a. L_] are not applicable because the decedent owned no real property in California at the time of death. b. [__] have been satisfied by the filing of a change of ownership statement with the county recorder or assessor of each county in California in which the decedent owned property at the time of death.

| declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Date:) JANUARY 31, 2008 JOE TUDBALL > (TYPE OR PRINT NAME; INCLUDE TITLE IF CORPORATE OFFICER) (SIGNATURE) STATEMENT ABOUT THE BOND (Complete in all cases. Must be signed by attorney for fiduciary, or by fiduciary without an attorney.) 6. [] Bond is waived, or the sole fiduciary is a corporate fiduciary or an exempt government agency. v3 Bond filed in the amount of: $ 98, 000 Sufficient [—_] Insufficient 8. [] Receipts for: $ have been filed with the court for deposits in a blocked account at (specify institution and location): : Date!) JANUARY 31, 2008 SAMUEL MATLOCK (STATE BAR NO. 12345) > (TYPE OR PRINT NAME) (SIGNATURE OF ATTORNEY OR PARTY WITHOUT ATTORNEY) ? Page 1 of 2 rornidisiel Counell of Calforiar” INVENTORY AND APPRAISAL Legal Probate Code, §§ 2610-2616, 8800-8980, DE-160/GC-040 [Rey. January 1, 2007) Olu! ns” Cal. Rules of Court, rule 7.501 Ce DUS ' 43

DE-160/GC-040 ESTATE OF (Name): MAGGIE WIGGINS CASE NUMBER: ry [] DECEDENT CONSERVATEE [|minoR |CON PS 0600123 DECLARATION OF PROBATE REFEREE 9. | have truly, honestly, and impartially appraised to the best of my ability each item set forth in Attachment 2. 10. A true account of my commission and expenses actually and necessarily incurred pursuant to my appointment is: Statutory commission: $ Expenses (specify): $ TOTAL: $

| 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) (SIGNATURE OF REFEREE) INSTRUCTIONS (See Probate Code sections 2610-2616, 8801, 8804, 8852, 8905, 8960, 8961, and 8963 for additional instructions.) 1, See Probate Code section 8850 for items to be included in the inventory. 2. If the minor or conservatee is or has been during the guardianship or conservatorship confined in a state hospital under the jurisdiction of the State Department of Mental Health or the State Department of Developmental Services, mail a copy to the director of the appropriate department in Sacramento. (Prob. Code, § 2611.) 3. The representative, guardian, conservator, or small estate claimant shall list on Attachment 1 and appraise as of the date of death of the decedent or the date of appointment of the guardian or conservator, at fair market value, moneys, currency, cash items, bank accounts and amounts on deposit With each financial institution (as defined in Probate Code section 40), and the proceeds of life and accident insurance policies and retirement plans payable upon death in lump sum amounts to the estate, except items whose fair market value is, inthe opinion of the representative, an amount different from the ostensible value or specified amount. 4. The representative, guardian, conservator, or small estate claimant shall list in Attachment 2 all other assets of the estate which shall be appraised by the referee. 5. If joint tenancy and other assets are listed for appraisal purposes only and not as part of the probate estate, they must be separately listed on additional attachments and their value excluded from the total valuation of Attachments 1 and 2. 6. Each attachment should conform to the format approved by the Judicial Council. (See Inventory and Appraisal Attach- ment (form DE-161/GC-041) and Cal. Rules of Court, rules 2.100—2.119.) DE-160/GC-040 [Rev. January 1, 2007} INVENTORY AND APPRAISAL Page 2 of 2 44

DE-161, GC-041 ESTATE OF (Name): MAGGIE WIGGINS CASE NUMBER: PRO PS 0600123 INVENTORY AND APPRAISAL ATTACHMENT NO: 1 (In decedents' estates, attachments must conform to Probate Page) 1 sof: 1_ total pages. Code section 8850(c) regarding community and separate property.) (Add pages as, required.) Item No. Description Appraised value 4; CASH FOUND IN CONSERVATEE'S HOME. $277.60 2. BANK OF AMERICA, REDLANDS, CALIFORNIA BRANCH $2,435.67 CHECKING ACCOUNT NO. 24525 35672 3s WELL FARGO SAVINGS, REDLANDS, CALIFORNIA BRANCH $26,454.23 SAVINGS ACCOUNT NO. 324 72394523 4. UNCASHED CHECK FROM INTERNAT, REVENUE SERVICE $4,100.00 PAYABLE TO CONSERVATEE, DATED BEFORE DATE OF APPOINTMENT By RIGHT TO RECEIVE SOCIAL SECURITY INCOME F.Y.1 TOTAL ATTACHMENT NO. 1 $33,268.50 sidioal Coat et cathe INVENTORY AND APPRAISAL ATTACHMENT she! ND 21S, SEN Ce, ») 2610-2613, 8800-8920, DE-161, GC-041 [Rev. January 1, 1998] es 10308 Mandatory Use [1/1/2000]

DE-161, GC-041 ESTATE OF (Name): MAGGIE WIGGINS CASE NUMBER: PRO PS 0600123 INVENTORY AND APPRAISAL ATTACHMENT NO: 2 (In decedents' estates, attachments must conform to Probate Page: 1 _—sof: 1 ___ total pages. Code section 8850(c) regarding community and separate property. ) (Add pages as required.) Item No. Description Appraised value

1. RESIDENTIAL REAL PROPERTY LOCATED AT $ 493 KATHLEEN PLACE, SAN BERNARDINO, CALIFORNIA DESCRIBED AS FOLLOWS LOT 34, BLOCK C, TRACT NO. 316, ORANGE TREE HOMESTEADM #1, SHOWN ON MAP ON FILE IN BOOK 2 OR MAPS, AT PAGE 63, OFFICIAL RECORDS OF SAN BERNARDINO COUNTY, CALIFORNIA APN 723-234-324
2. HOUSEHOLD FURNITURE AND FURNISHINGS AT $ 493 KATHLEEN PLACE, SAN BERNARDINO, CALIFORNIA
3. 1999 HONDA ACCORD, 4 DOOR,VIN URADBAIHY23HEY0711 $ ; APPROXIMATELY 32,000 MILES, IN GOOD CONDITION
4. MORGAN STANLEY INVESTMENT ACCOUNT NO.234-62349323 450 SHARES OF MICROSOFT CORPORATION, COMMON $ STOCK (MSFT) ; CUSIP 594918104 23 SHARES OF WORLD WRESTLING ENTERTAINMENT $ (WWE) ‘ CSUIP 98157510 206 SHARES OF.T. ROWE PRICE NEW INCOME $ MUTUAL FUND (PRCX) CSUIP 779570100 TOTAL ATTACHMENT NO. 2 $ catenin Colpo INVENTORY AND APPRAISAL ATTACHMENT 5 Eseraprieely DE-161, GC-041 [Rev. January 1, 1998) LU gs 40309 Mandatory Use [1/1/2000] us 46

DE-160/GC-040 ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, state bar number, and address): FOR COURT USE ONLY

| SAMUEL MATLOCK (STATE BAR NO. 12345)

MATLOCK & ASSOCIATES PO BOX 123 POST-APPRATSAL SAMPLE ANYTOWN, CA 01293 TELEPHONENO: (909 )123-4567 FAX NO. (Optional): E-MAIL ADDRESS (Optional): ATTORNEY FOR (Name); JOE TUDBALL sTREETADDRESS: 303 WEST THIRD STREET MAILING ADDREss: 303 WEST THIRD STREBT ciryanozipcope: SAN BERNARDINO 92415 BRANCHNAME: SAN BERNARDINO CIVL AND PROBATE DIVISION ESTATE OF (Name): MAGGIE WIGGINS [] pecepENT [X]conservatee [] MINOR INVENTORY AND APPRAISAL CASE NUMBER: (] Partial No.: (] Corrected = coe of a 32 2 aaa Final [] Reappraisal for Sale Guardian or Conservator. (] Supplemental [_] Property Tax Certificate APPRAISALS

1. Total appraisal by representative, guardian, or conservator (Attachment 1): $
2. Total appraisal by referee (Attachment 2): $ TOTAL: $ DECLARATION OF REPRESENTATIVE, GUARDIAN, CONSERVATOR, OR SMALL ESTATE CLAIMANT
3. Attachments 1 and 2 together with all prior inventories filed contain a true statement of all [_la portion of the estate that has come to my knowledge or possession, including particularly all money and all just claims the estate has against me. | have truly, honestly, and impartially appraised to the best of my ability each item set forth in Attachment 1.
4. [] No probate referee is required [] by order of the court dated (specify):
5. Property tax certificate. | certify that the requirements of Revenue and Taxation Code section 480 a. L_] are not applicable because the decedent owned no real property in California at the time of death. b. [__] have been satisfied by the filing of a change of ownership statement with the county recorder or assessor of each county in California in which the decedent owned property at the time of death.

| declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Date) JANUARY 31, 2008 JOE TUDBALL > (TYPE OR PRINT NAME; INCLUDE TITLE IF CORPORATE OFFICER) (SIGNATURE) STATEMENT ABOUT THE BOND (Complete in all cases. Must be signed by attomey for fiduciary, or by fiduciary without an attorney.) [] Bond is waived, or the sole fiduciary is a corporate fiduciary or an exempt government agency. 6. 7. Bond filed in the amount of: $ 98, 000 Sufficient [[_] Insufficient 8. |] Receipts for: $ have been filed with the court for deposits in a blocked account at (specify institution and location): Date: JANUARY 31, 2008 SAMUEL MATLOCK (STATE BAR NO. 12345) > (TYPE OR PRINT NAME) (SIGNATURE OF ATTORNEY OR PARTY WITHOUT ATTORNEY) Page 4 of 2 rorfidisia Gouncihot Galfornia INVENTORY AND APPRAISAL Legal Probate Code, §§ 2510-2616, 8800-8800, DE-160/GC-040 [Rev. January 1, 2007] Solutions Cal. Rules of Court, rule 7.894 (& Plus 47

DE-160/GC-040 ESTATE OF (Name); MAGGIE WIGGINS ; CASE NUMBER: (J beceDent CONSERVATEE [_] mINoR [CON PS 0600123 DECLARATION OF PROBATE REFEREE 9. Ihave truly, honestly, and impartially appraised to the best of my ability each item set forth in Attachment 2. 10. A true account of my commission and expenses actually and necessarily incurred pursuant to my appointment is: Statutory commission: $ Expenses (specify): $ TOTAL: $

| 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) (SIGNATURE OF REFEREE) INSTRUCTIONS (See Probate Code sections 2610-2616, 8801, 8804, 8852, 8905, 8960, 8961, and 8963 for additional instructions.)

1. See Probate Code section 8850 for items to be included in the inventory.
2. If the minor or conservatee is or has been during the guardianship or conservatorship confined in a state hospital under the jurisdiction of the State Department of Mental Health or the State Department of Developmental Services, mail a copy to the director of the appropriate department in Sacramento. (Prob. Code, § 2611.) 3: The representative, guardian, conservator, or small estate claimant shall list on Attachment 1 and appraise as of the date of death of the decedent or the date of appointment of the Quardian or conservator, at fair market value, moneys, currency, cash items, bank accounts and amounts on deposit with each financial institution (as defined in Probate Code section 40), and the proceeds of life and accident insurance policies and retirement plans payable upon death in lump sum amounts to the estate, except items whose fair market value is, in the opinion of the representative, an amount different from the ostensible value or specified amount.
3. The representative, guardian, conservator, or small estate claimant’shall list in Attachment 2 all other assets of the estate which shall be appraised by the referee.
4. If joint tenancy and other assets are listed for appraisal purposes only and not as part of the probate estate, they must be separately listed on additional attachments and their value excluded from the total valuation of Attachments 1 and 2.
5. Each attachment should conform to the format approved by the Judicial Council. (See /nventory and Appraisal Attach- ment (form DE-161/GC-041) and Cal. Rules of Court, rules 2.100—2, 119.) DE-160/GC-040 [Rev. January 1, 2007) INVENTORY AND APPRAISAL Page 2 of 2 48

DE-161, GC-041 ESTATE OF (Name): MAGGIE WIGGINS CASE NUMBER: PRO PS 0600123 INVENTORY ANID APPRAISAL ATTACHMENT NO: 1 (In decedents' estates, attachments must conform to Probate Page: 1 of. 1 total pages. Code section 8850(c) regarding community and separate property.) (Add pages as required.) Item No. Description Appraised value

1. CASH FOUND IN CONSERVATEE'S HOME $277.60
2. BANK OF AMERICA, REDLANDS, CALIFORNIA BRANCH $2,435.67 CHECKING ACCOUNT NO. 24525 35672 cy WELL FARGO SAVINGS, REDLANDS, CALIFORNIA BRANCH $26,454.23 SAVINGS ACCOUNT NO. 324 72394523 u 4, UNCASHED CHECK FROM INTERNAL REVENUE SERVICE $4,100.00 PAYABLE TO CONSERVATEE, DATED BEFORE DATE OF APPOINTMENT ;
3. RIGHT TO RECEIVE SOCIAL SECURITY INCOME PaY st TOTAL ATTACHMENT NO. 1 $33,268.50 Judicial Cosmet ot Calfonia INVENTORY AND APPRAISAL ATTACHMENT =. Legal 20102619, 80-8800, DE-161, GC-041 [Rev. January 1, 1998] O! Mandatory Use [1/1/2000] ee TS 40309 49

DE-161, GC-041 ESTATE OF (Name): MAGGIE WIGGINS CASE NUMBER: i: PRO PS 0600123 INVENTORY AND APPRAISAL ATTACHMENT NO: 2 (In decedents' estates, attachments must conform to Probate Page: 1 _—sof: «1 __ total pages. Code section 8850(c) regarding community and separate property.) (Add pages as required.) Item No. Description Appraised value

1. RESIDENTIAL REAL PROPERTY LOCATED AT $400,000.00 493 KATHLEEN PLACE, SAN BERNARDINO, CALIFORNIA DESCRIBED AS FOLLOWS LOT 34, BLOCK C, TRACT NO. 316, ORANGE TREE HOMESTEADM #1, SHOWN ON MAP ON FILE IN BOOK 2 OR MAPS, AT PAGE 63, OFFICIAL RECORDS OF SAN BERNARDINO COUNTY, CALIFORNIA APN 723-234-324
2. : HOUSEHOLD FURNITURE AND FURNISHINGS AT $4,000.00 493 KATHLEEN PLACE, SAN BERNARDINO, CALIFORNIA Bs 1999 HONDA ACCORD,4 DOOR,VIN URADBAIHY23HEY0711 $3,500.00 APPROXIMATELY 32,000 MILES, IN GOOD CONDITION
3. MORGAN STANLEY INVESTMENT ACCOUNT NO.234-62349323 450 SHARES OF MICROSOF'T CORPORATION, COMMON $10,000.00 STOCK (MSFT) CUSIP 594918104 23 SHARES OF WORLD WRESTLING ENTERTAINMENT $7,000.00 (WWE) CSUIP 98157510 206 SHARES OF T. ROWE PRICE NEW INCOME $15,000.00 MUTUAL FUND (PRCX) CSUIP 779570100 TOTAL ATTACHMENT NO. 2 $439,500.00 pantera INVENTORY AND APPRAISAL ATTACHMENT sok te Cote: 90's DE-161, GC-041 [Rev. January 1, 1998] UI ms 10309 Mandatory Use [1/4/2000] fe Bus 50

GC-400(SUM)/GC-405(SUM) [x] ConSERVaTORSHIP [_] GUARDIANSHIP OF CASE NUMBER: (Name): MAGGIE WIGGINS CONPS0600125 Pa Conservatee | Minor SUMMARY OF ACCOUNT—STANDARD AND SIMPLIFIED ACCOUNTS First [1] (Check if final.) and Final Account [] (Check if interim.) Account Current Account number ("First," etc.) January 29, 2008 through January 28, 2009 Opening date of account Closing date of account CHAR GES* Property on Hand at Beginning of Account Period, consisting of: fa Cash Assets | $ 33,268.50 1b Non-Cash Assets (carry value) |° _439,500.00 te Total Property on Hand at Beginning of Account Period (add 1a and 1b) | $ 472,768.50 2 | Additional Property Received During Period of Account — Schedule 0.00 3 | Receipts During Period of Account — Schedule A 15,957.97 4 | Gains on Sales During Period of Account — Schedule B 0.00 5 | Other Charges (describe): i — Schedule 0.00 6 | Net Income From Trade or Business During Period of Account — Schedule ~ 0.00 7 TOTAL CHARGES (add tc, 2, 3, 4, 5, and 6)| $ __488.726.47 CREDITS* 8 | Disbursements During Period of Account — Schedule C $ 21,037.02 9 | Losses on Sales During Period of Account — Schedule D 0.00 10 | Distributions to Conservatee or Ward — Schedule 0.00 11 | Other Credits (describe): — Schedule 0.00 12 | Net Loss From Trade or Business During Period ‘of Account _ Schedule 0.00 Property on Hand at End of Account Period 3 — Schedule E, consisting of: 13a : CashAssets | $ 28,189.45 13b Non-Cash Assets (carry value) 439.500.00 13¢ Total Property on Hand at End of Account Period (add 13a and 13D) 467.689.45 14 TOTAL CREDITS (aaa 8, 9, 10, 11, 12, and 130) | $ __ 488,726.47

• (Enter 0 for all categories of charges or credits for which you have no entries. Do not include schedules for these categories, but do not relabel or redesignate the schedules that are included.) Page 1 of4 Form Adopted for Mandatory Use SUMMARY OF ACCOUNT — al _ Probate Code, §§ 1060-1064, 2620; ic of California D becprenererashrent ay STANDARD AND SIMPLIFIED ACCOUNTS Solutions” ——°*" Fuss of out. nie 7.575 [New January 1, 2008] (Probate—Guardianships and Conservatorships) Ce us 51

Conservatorship of Case Number MAGGIE WIGGINS, . tte “ES Conservatee} CONPS0600123 Schedule A, Receipts, Dividends - Standard Account Dividends : Date of Receipt Description Amounts (mm/dd/yyyy) 3/31/2008 Dividend on MSFT 12.62 3/31/2008 Dividend on WWE 16.25 3/31/2008 Dividend on PRCIX 23.32 6/30/2008 Dividend on MSFT 19.32 6/30/2008 |Dividend on WWE 21.62 6/30/2008 Dividend on PRCIX 12.62 9/30/2008 Dividend on MSFT 30.23 9/30/2008 Dividend on WWE 52.21 9/30/2008 Dividend on PRCIX 23.52 12/31/2008 Dividend on MSFT 51.23 12/31/2008 Dividend on WWE 23.33 12/31/2008 Dividend on PRCIX 31.11 Subtotal, Dividends: 317.38 SCHEDULE A, RECEIPTS, DIVIDENDS - Page 2 of 18 52

Conservatorship of Case Number MAGGIE WIGGINS, Conservatee| CONPS0600123 Schedule A, Receipts, Interest - Standard Account Interest Date of Receipt » Description Amounts (mam/dd/yyyy) 1/31/2008 . {Interest on Wells Fargo Savings Account 1.43 2/29/2008 Interest on Wells Fargo Savings Account 1.38 3/31/2008 Interest on Wells Fargo Savings Account 1.50 4/30/2008 Interest on Wells Fargo Savings Account 1.45 5/31/2008 Interest on Wells Fargo Savings Account 1.42 6/30/2008 Interest on Wells Fargo Savings Account 1.45 7/31/2008 Interest on Wells Fargo Savings Account 1.53 8/31/2008" Interest on Wells Fargo Savings Account 1.22 9/30/2008 Interest on Wells Fargo Savings Account 1.20 10/31/2008 Interest on Wells Fargo Savings Account 0.98 11/30/2008 Interest on Wells Fargo Savings Account 0.83 12/31/2008 Interest on Wells Fargo Savings Account 1.20 Subtotal, Interest: 15.59 SCHEDULE A, RECEIPTS, INTEREST - Page 3 of 18 53

Conservatorship of ‘ Case Number MAGGIE WIGGINS, Conservatee | CONPS0600123 Schedule A, Receipts, Pensions, Annuities, and Other Regular Periodic Payments - Standard Account ; ’ Pensions, annuities, and other regular periodic payments Date of Receipt. Description Amounts (mm/dd/yyyy) 1/31/2008 ~ Worker's Pension 525.00 2/29/2008 Worker's Pension 525.00 3/31/2008 Worker's Pension 525.00 4/30/2008 Worker's Pension 525.00 5/31/2008 Worker's Pension 525.00 6/30/2008 Worker's Pension 525.00 7/31/2008 Worker's Pension 525.00 8/31/2008 Worker's Pension 525.00 9/30/2008 Worker's Pension 525.00 10/31/2008 Worker's Pension 525.00 11/30/2008 Worker's Pension 525.00 12/31/2008 Worker's Pension 525.00 Subtotal, Pensions, Annuities, Other Regular or Periodic Payments 6,300.00 SCHEDULE A, RECEIPTS, PENSIONS, ANNUITIES, AND OTHER REGULAR PERIODIC PAYMENTS - Page 4 of 18 54

Conservatorship of ’ |Case Number MAGGIE WIGGINS, * . Conservatee| CONPS0600123 Schedule A, Receipts, Social Security, Veterans' Benefits, Other Public Benefits - ; Standard Account Social Security, veterans! benefits, and other public benefit payments Date of Receipt Description ’ Amounts . (mm/dd/yyyy) ; 2/1/2008 Social Security Income J 776.00 3/2/2008 Social Security Income 776.00 4/1/2008 Social Secutity Income 776.00 5/2/2008 Social Security Income ; ; 776.00 6/3/2008 Social Security Income 776.00 4 1 12 2 6 0 153 729 1367 36 -1 5 1 12 2 6 1 153 729 124 26 95.722176 7/1/2008 5 1 12 2 6 2 422 730 83 25 96.741364 Social 5 1 12 2 6 3 515 731 108 32 96.829285 Security 5 1 12 2 6 4 632 731 106 25 95.283340 Income 5 1 12 2 6 5 869 755 2 2 16.248999 . 5 1 12 2 6 6 1430 740 90 25 95.876686 776.00 4 1 12 2 7 0 154 772 1366 36 -1 5 1 12 2 7 1 154 772 123 26 96.229507 8/1/2008 5 1 12 2 7 2 422 772 83 26 96.933266 Social 5 1 12 2 7 3 515 773 108 32 96.313126 Security 5 1 12 2 7 4 632 774 106 25 96.482010 Income 5 1 12 2 7 5 1430 782 90 26 79.581688 776.00 4 1 12 2 8 0 153 814 1367 41 -1 5 1 12 2 8 1 153 814 124 26 96.180260 9/2/2008 5 1 12 2 8 2 422 814 83 26 96.982048 Social 5 1 12 2 8 3 515 815 109 32 96.900368 Security 5 1 12 2 8 4 632 816 106 25 95.096176 Income 5 1 12 2 8 5 1023 851 3 4 31.325222 ; 5 1 12 2 8 6 1430 824 90 26 94.544823 776.00 4 1 12 2 9 0 156 856 1363 35 -1 5 1 12 2 9 1 156 856 137 25 96.672699 10/1/2008 5 1 12 2 9 2 422 856 83 26 96.879555 Social 5 1 12 2 9 3 515 857 109 32 96.835258 Security 5 1 12 2 9 4 632 858 106 24 95.054680 Income 5 1 12 2 9 5 1381 874 3 3 0.000000 * 5 1 12 2 9 6 1430 866 89 25 68.351028 776.00 4 1 12 2 10 0 155 898 1364 35 -1 5 1 12 2 10 1 155 898 138 25 95.952393 11/1/2008 5 1 12 2 10 2 422 898 83 25 96.817970 Social 5 1 12 2 10 3 515 899 109 31 96.568291 Security 5 1 12 2 10 4 632 900 107 24 96.155273 Income 5 1 12 2 10 5 1429 908 90 25 95.933281 776.00 4 1 12 2 11 0 155 940 1364 35 -1 5 1 12 2 11 1 155 940 138 25 96.567238 12/3/2008 5 1 12 2 11 2 422 940 83 25 96.915359 Social 5 1 12 2 11 3 516 941 108 31 96.852905 Security 5 1 12 2 11 4 632 942 106 24 93.913979 Income 5 1 12 2 11 5 1222 942 2 3 14.713087 , 5 1 12 2 11 6 1429 950 90 25 94.495529 776.00 4 1 12 2 12 0 156 981 1364 36 -1 5 1 12 2 12 1 156 981 121 26 96.465767 1/2/2009 5 1 12 2 12 2 423 982 81 25 96.729965 Social 5 1 12 2 12 3 516 982 109 32 96.497498 Security 5 1 12 2 12 4 633 984 106 24 96.223923 Income 5 1 12 2 12 5 1429 992 91 25 95.829681 789.00 3 1 12 3 0 0 363 1946 1155 40 -1 4 1 12 3 1 0 363 1946 1155 40 -1 5 1 12 3 1 1 363 1946 118 31 96.649460 Subtotal, 5 1 12 3 1 2 492 1947 81 25 96.649460 Social 5 1 12 3 1 3 583 1947 120 32 93.241806 Security, 5 1 12 3 1 4 713 1948 130 25 90.830017 Veterans' 5 1 12 3 1 5 850 1949 116 32 96.826424 Benefits, 5 1 12 3 1 6 977 1951 77 26 96.816910 Other 5 1 12 3 1 7 1062 1952 85 26 96.382706 Public 5 1 12 3 1 8 1154 1953 111 26 96.803947 Benefits 5 1 12 3 1 9 1397 1956 121 30 93.427773 9,325.00 2 1 13 0 0 0 1270 174 8 1814 -1 3 1 13 1 0 0 1270 174 8 1814 -1 4 1 13 1 1 0 1270 174 8 1814 -1 5 1 13 1 1 1 1270 174 8 1814 95.000000 2 1 14 0 0 0 148 1974 752 11 -1 3 1 14 1 0 0 148 1974 752 11 -1 4 1 14 1 1 0 148 1974 752 11 -1 5 1 14 1 1 1 148 1974 752 11 95.000000 2 1 15 0 0 0 148 1974 1387 21 -1 3 1 15 1 0 0 148 1974 1387 21 -1 4 1 15 1 1 0 148 1974 1387 21 -1 5 1 15 1 1 1 148 1974 1387 21 95.000000 2 1 16 0 0 0 158 2080 1396 35 -1 3 1 16 1 0 0 158 2080 1396 35 -1 4 1 16 1 1 0 158 2080 1396 35 -1 5 1 16 1 1 1 158 2080 152 21 96.650230 SCHEDULE 5 1 16 1 1 2 318 2080 27 24 96.672958 A, 5 1 16 1 1 3 353 2080 134 24 96.644287 RECEIPTS, 5 1 16 1 1 4 496 2080 99 21 96.345131 SOCIAL 5 1 16 1 1 5 603 2081 147 25 93.299896 SECURITY, 5 1 16 1 1 6 759 2081 145 24 92.628975 VETERANS' 5 1 16 1 1 7 911 2084 139 26 96.483299 BENEFITS, 5 1 16 1 1 8 1059 2081 91 25 96.724556 OTHER 5 1 16 1 1 9 1156 2086 99 22 96.375282 PUBLIC 5 1 16 1 1 10 1263 2087 122 22 93.259155 BENEFITS 5 1 16 1 1 11 1395 2101 10 3 92.689240 - 5 1 16 1 1 12 1413 2090 59 25 96.656517 Page 5 1 16 1 1 13 1480 2091 12 20 96.656517 5 5 1 16 1 1 14 1502 2090 24 20 96.712212 of 5 1 16 1 1 15 1532 2091 22 20 96.926025 18 2 1 17 0 0 0 1638 2095 35 27 -1 3 1 17 1 0 0 1638 2095 35 27 -1 4 1 17 1 1 0 1638 2095 35 27 -1 5 1 17 1 1 1 1638 2095 35 27 96.705933 55

Conservatorship of MAGGIE WIGGINS, Conservatee Case Number CONPS0600123 Schedule C, Disbursements, Conservatee's Caregiver Expenses - Standard Conservatee's caregiver expenses Account ‘Date | Check Description Amounts (mm/dd/yyyy) No. * : 2/5/2008 1102 Louis Martinez, Caregiver 150.00 2/19/2008 1106 Louis Martinez, Caregiver 150.00 3/4/2008 1110 Louis Martinez, Caregiver 150.00 3/18/2008 1113 Louis Martinez, Caregiver 150.00 4/1/2008 1115 Louis Martinez, Caregiver 150.00 4/15/2008 1118 {Louis Martinez, Caregiver 150.00 4/29/2008 1120 Louis Martinez, Caregiver 150.00 §/13/2008 1125 Louis Martinez, Caregiver 150.00 5/27/2008 1130 Louis Martinez, Caregiver 150.00 6/10/2008 1132 |Louis Martinez, Caregiver 150.00 6/24/2008 1133 |Louis Martinez, Caregiver 150.00 7/8/2008 1135 Louis Martinez, Caregiver 150,00 7/22/2008 1138 |Lowis Martinez, Caregiver 150.00 8/5/2008 1140 |Lowis Martinez, Caregiver 150.00 8/19/2008 1145 Louis Martinez, Caregiver 150.00 9/2/2008 1148 Louis Martinez, Caregiver 150.00 9/16/2008 1150 Louis Martinez, Caregiver 150.00 9/30/2008 1151 |Louis Martinez, Caregiver 150.00 10/14/2008 1153 Louis Martinez, Caregiver 150.00 10/28/2008 1155 Louis Martinez, Caregiver 150.00 11/11/2008 1157 Louis Martinez, Caregiver 150.00 11/25/2008 1160 Louis Martinez, Caregiver 150.00 12/9/2008 1165 |Louis Martinez, Caregiver 150.00 12/23/2008 1167 Louis Martinez, Caregiver 150.00 ~ 1/6/2009 1169 |Louis Martinez, Caregiver 150.00 1/20/2009 1173 Louis Martinez, Caregiver 150.00 Subtotal, Conservatee's Caregiver Expenses: 3,900.00 SCHEDULE C, DISBURSEMENTS, CONSERVATEE'S CAREGIVER EXPENSES - Page 6 of 18 56

Conservatorship of MAGGIE WIGGINS, Conservatee Case Number CONPS0600123| Schedule C, Disbursements, Conservatee's Residential or Long-Term Care Facility Expenses - Standard Account Conservatee's residential or long-term care facility expenses Date Check Description Amounts (mm/dd/yyyy) No. 2/2/2008 1101 Shining Rivers Retirement Home 950.00 3/3/2008 1109 =| Shining Rivers Retirement Home 950.00 4/1/2008 1116 Shining Rivers Retirement Home 950.00 4/30/2008 . 1121 Shining Rivers Retirement Home . 950.00 6/2/2008 1131 Shining Rivers Retirement Home 950.00 7/3/2008 1134 | Shining Rivers Retirement Home 950.00 8/1/2008 1139 —_|Shining Rivers Retirement Home 950.00 9/1/2008 1147 Shining Rivers Retirement Home 950.00 10/2/2008 1152 | Shining Rivers Retirement Home 950.00 11/3/2008 1156 Shining Rivers Retirement Home 950.00 12/1/2008 1163 Shining Rivers Retirement Home 950.00 1/2/2009 1168 = |Shining Rivers Retirement Home 1,000.00 Subtotal, Conservatee's Residential or Long-Term Care F acility Expenses: 11,450.00 SCHEDULE C, DISBURSEMENTS, CONSERVATEE'S RESIDENTIAL OR LONG-TERM CARE FACILITY EXPENSES - Page 7 of 18 57

Conservatorship of Case Number MAGGIE WIGGINS, Conservatee |__| CONPS0600123 Schedule C, Disbursements, Fiduciary and Attorney Fees - Standard Account Fees of conservator or guardian and his or her attorney paid from estate of conservatee or ward Date of Date of Order Check Payee Amounts Payment | Authorizing| No. ; (mm/dd/yyyy)| Distribution (mm/dd/yyyy) 10/23/2008 = |10/21/2008 1001 |Matlock & Associates, Attorneys at Law 1,200.00 10/23/2008 10/21/2008 1002 |Joe Tudball 950.00 Subtotal, Fiduciary and Attorney Fees: 2,150.00 SCHEDULE C, DISBURSEMENTS, FIDUCIARY AND ATTORNEY FEES - Page 8 of 18 58

Conservatorship of Case Number MAGGIE WIGGINS, : Conservatee | CONPS0600123 Schedule C, Disbursements, General Administration Expenses - Standard Account General administration expenses paid by the estate other than fees of conservator or attorney Date Check Description Amounts (mm/dd/yyyy) No. 5/14/2008 1126 — |Bond Services of California 125.00 11/13/2008 1159 Court Investigator ; 350.00 11/13/2008 1160 —_|Clerk of the Court - Certified Copy of Letters 16.50 Subtotal, General Administration Expenses: 491.50 SCHEDULE C, DISBURSEMENTS, GENERAL ADMINISTRATION EXPENSES - Page 9 of 18 59

Conservatorship of Case Number MAGGIE WIGGINS, . Conservatee CONPS0600123 Schedule C, Disbursements, Investment Expenses - Standard Account Investment Expenses Date Check Description Amounts (mm/dd/yyyy) No. ; 6/20/2008 n/a Bank Charge 12.00 8/5/2008 n/a ‘Wire Transfer Fee 15.00 12/31/2008 n/a Bank Charge 12.00 Subtotal, Investment Expenses:| 39.00 SCHEDULE C, DISBURSEMENTS, INVESTMENT EXPENSES - Page 10 of 18 60

Conservatorship of Case Number MAGGIE WIGGENS, ; Conservatee CONPS0600123 Schedule C, Disbursements, Living Expenses - Standard Account Living Expenses Date Check Description Amounts (mm/dd/yyyy) No. 2/7/2008 1103 AT&T : oy ly 3/1/2008 1108 Wal-Mart for Clothes and Vitamins for Conservatee _ 186.75 4/13/2008 1117‘ [Netflix 18.65 5/20/2008 1128 |Home Depot for storage containers to organize garage - 982.52 8/31/2008 1146 | Vons for conservatee's stash of chocolate 102.05 10/21/2008 1154 [Macy's for new pajamas, housecoat and slippers 246.53 11/29/2008 1162 {JCPenney for new towels and sheets _ 452.32 1/26/2009 1175. |Toys R' Us for puzzles to stimulate conservatee's mind 243.99 Subtotal, Living Expenses: 2,285.18 SCHEDULE C, DISBURSEMENTS, LIVING EXPENSES - Page 11 of 18

Conservatorship of Case Number MAGGIE WIGGINS, ; Conservatee | CONPS0600123 Schedule C, Disbursements, Medical Expenses - Standard Account Medical Expenses of conservatee or ward Date Check Description Amounts (mm/dd/yyyy) No. 9/4/2008 1149 [New Millenium Medical Associates 146.34 11/12/2008 1158 |Beaver Medical Group Co-pay 10.00 1/10/2009 1171. {Independent Health Care Services 565.00 Subtotal, Medical Expenses: 721.34 SCHEDULE C, DISBURSEMENTS, MEDICAL EXPENSES - Page 12 of 18 62

Conservatorship of MAGGIE WIGGINS, Case Number Conservatee | CONPS0600123 Schedule E, Cash Assets on Hand at End of Account Period - Standard Account Cash Assets on Hand as of January 28, 2009 Description of Cash Assets | Value Citibank Checking Account # 573214234 1,734.22 Wells Fargo Savings Account #324- 72394523 26,454.23: Right to Receive SSI 1,00 Total, Cash Assets: 28,189.45 SCHEDULE E, CASH ASSETS ON HAND AT END OF ACCOUNT PERIOD - Page 13 of 18 63

Conservatorship of MAGGIE WIGGENS, Conservatee Case Number CONPS0600123 Schedule EF, Non-Cash Assets on Hand at End of Account Period - Standard Account Non-Cash Assets on Hand as of January 28, 2009 Description of Non-Cash Assets Estimated Carry Value Market Value Residential real property located at 493 Kathleen Place, San 325,000.00 400,000.00 Bernardino, California : Lot 34, Block C, Tract No. 316, Long Island Homestead, #1, shown on the map on file in Book 2 of Maps, at Page 63, Official Records of San Bernardino County, California. Assessor's Parcel # 723-234-324 Household furniture and furnishings at 493 Kathleen Place, 4,000.00 4,000.00 San Bernardino, California 92401 1999 Honda Accord 4 door, VIN URADBAIHY23HEYO711, 2,250.00 3,500.00 approximately 32,000 miles, in good condition Morgan Stanley Investment Account #234-62349323 450 shares of Microsoft Corporation, common stock 8,500.00 10,000.00 (MSFT). CUSIP 594918104 23 shares of World Wrestling Entertainment (WWE). 2,359.00 7,000.00 CUSIP 98157510 206 shares of T. Rowe Price New Income Mutual Fund 11,164.00 15,000.00 (PRCIX) CUSIP 779570100 Total, Non-Cash Assets: 353,273.00 439,500.00 SCHEDULE E, NON-CASH ASSETS ON HAND AT END OF ACCOUNT PERIOD - Page 14 of 18 64

Conservatorship of Case Number MAGGIE WIGGINS, Conservatee CONPS0600123 Schedule F, Changes in Form of Assets - Standard Account Changes in Form of Assets During the Account Period Date : Transaction (mm/dd/yyyy) 1/27/2009 Transferred remaining money from Bank of America Checking Account to Citibank Checking Account # 573214234 SCHEDULE F, CHANGES IN FORM OF ASSETS - Page 15 of 18 65

Conservatorship of MAGGIE WIGGINS, Conservatee Case Number CONPS0600123 Schedule G, Liabilities at End of Account Period - Standard Account Liabilities at End of Account Period : . Description of Liabilities Mastercard Credit Card with a balance of $1,268.65 SCHEDULE G, LIABILITIES AT END OF ACCOUNT PERIOD - Page 16 of 18 66

Conservatorship of MAGGIE WIGG-INS, Case Number Conservatee | CONPS0600123 Cash Assets on Hand at Beginning of Account Period - Standard Account Cash Assets on Hand as of January 29, 2008 Description of Cash Assets Value Cash Found in Conservatee's Home 277.60 Bank of America Checking Account #24525 35672 2,435.67 Wells Fargo Savings Account #324- 72394523 26,454.23 Uncashed Check from Internal Revenue Service payable to conservatee, dated 4,100.00 before date of appointment Right to Receive SSI 1.00 Total, Cash Assets:} . 33,268.50 CASH ASSETS ON HAND AT BEGINNING OF ACCOUNT PERIOD - Page 17 of 18 67

Conservatorship of MAGGIE WIGGINS, Conservatee Case Number CONPS0600123 Non-Cash Assets on Hand at Beginnimg of Account Period - Standard Account Non-Cash Assets on Hand as of Januaray 29, 2008 Description of Non-Cash Assets Estimated Carry Value Market Value Residential real property located at 493 Kathleen Place, San 400,000.00 400,000.00 Bernardino, California Lot 34, Block C, Tract No. 316, Orange Tree Homestead, #1, shown on the map on file in Book 2 of Maps, at Page 63, Official Records of San Bernardino County, California. Assessor's Parcel # 723-234-324 Household furniture and furnishings at 493 Kathleen Place, 4,000.00 4,000.00 San Bernardino, California 92401 1999 Honda Accord 4 door, VIN URADBAIHY23HEYO711, 3,500.00 3,500.00 approximately 32,000 miles, in good condition Morgan Stanley Investment Account #234-62349323 ' 450 shares of Microsoft Corporation, common stock 10,000.00 10,000.00 (MSFT). CUSIP 594918104 23 shares of World Wrestling Entertainment (WWE). 7,000.00 7,000.00 CUSIP 98157510 206 shares of T. Rowe Price New Income Mutual Fund 15,000.00 15,000.00 (PRCIX) CUSIP 779570100 Total, Non-Cash Assets: 439,500.00 439,500.00 NON-CASH ASSETS ON HAND AT BEGINNING OF ACCOUNT PERIOD - Page 18 of 18 68

ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address): TELEPHONE NO.: FAX NO. (Optional): E-MAIL ADDRESS (Optiona) ATTORNEY FOR (Name): FOR COURT USE ONLY SUPERIOR COURT OF CALIFORNIA, COUNTY OF SAN BERNARDINO STREET ADDRESS: MAILING ADDRESS: CITY AND ZIP CODE: BRANCH NAME: C—J CONSERVATORSHIP L—] GUARDIANSHIP OF (Name): r EX PARTE PETITION TO DISPENSE WITH ACCOUNTING AND ORDER (Probate Code §2628) CASE NUMBER:

1. | am (we are) now the duly appointed, qualified, and acting conservator(s)/guardian(s) of the estate of said conservatee/minor(s).
2. Petitioner's accounting, if presented, would cover the period from [date] through and including [date].
3. The estate at the beginning and end of this period of account consisted of property of a total net value of less than $15,000.00 and the property on hand at the end of this accounting period is $
4. Income of the estate for each month of this period of account, exclusive of public benefit payments, was less than $2,000.00. All of the income of the estate during this period of account, if not retained, was spent for the benefit of the conservatee/minor.
5. During this period of account, petitioner has managed and administered the conservatee’s estate with ordinary care and diligence, has provided for the conservatee's/minor's care, has paid the expenses of said care, has collected assets of the estate, and has provided for their safekeeping. Petitioner is not requesting compensation.
6. During the accounting period, the conservatee/minor has resided at
7. [£7 No Request for Special Notice has been filed in this matter. [_] Request for Special Notice has been filed and notice has been given to
8. All attachments to this form are incorporated by this reference as though placed here in this form. [Check here if attachments are included. There are pages attached to this form.

| DECLARE UNDER THE 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(S)/GUARDIAN(S)) (SIGNATURE OF CONSERVATOR(S)/GUARDIAN(S)) Pr.C.§2628 EX PARTE PETITION TO DISPENSE WITH ACCOUNTING AND ORDER _Local Form (Rev. 6/10/11) Local Rule 20-1406 1 (4

CONSERVATORSHIP/GUARDIANSHIP OF (Name): CASE NUMBER: PROOF OF SERVICE 1, 1am over the age of 18 and am not a party in this case. | live or work in the county where the mailing occurred. 2. My (the server's) home or business address is 3. | served the Ex Parte Petition to Dispense with Accounting and Order on each person named below by putting a copy in a sealed envelope addressed as shown below AND [—] depositing the sealed envelope with the United States Postal Service on the date and at the place shown in item 4 with the postage fully prepaid. CI placing the envelope for collection and mailing on the date and at the place shown in item 4 following our ordinary business practices. | am readily familiar with this business's practice for collecting and processing correspondence for mailing. On the same day that correspondence is placed for collection and mailing, it is deposited in the ordinary course of business with the United State Postal Service in a sealed envelope with postage fully prepaid. 4. Date mailed: Place mailed (city, state)

| DECLARE UNDER PENALTY OF PERJURY UNDER THE LAWS OF THE STATE OF CALIFORNIA THAT THE

FOREGOING IS TRUE AND CORRECT. Date: (Print Server's Name) (Server Signs Name) Name of Person Address Where it Was Mailed (CONSERVATEE/MINOR 12 OR OLDER) ORDER TO DISPENSE WITH ACCOUNT THE COURT FINDS that the facts stated in the forgoing Ex Parte Petition to Dispense with Accounting are true. THE COURT ORDERS THAT the Conservator/Guardian shall file a declaration in lieu of accounting annually so long as all the above conditions remain. The next annual declaration will be filed on Date: JUDICIAL OFFICER [--] SIGNATURE FOLLOWS LAST ATTACHMENT Pr.C.§2628 EX PARTE PETITION TO DISPENSE WITH ACCOUNTING AND ORDER Local Form (Rev. 6/10/11) Local Rule 20-1460 2 70

GC-042 ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar ‘number, and address): FOR COURT USE ONLY TELEPHONE NO.; FAX NO. (Optional): E-MAIL ADDRESS (Optional): ATTORNEY FOR (Name): SUPERIOR COURT OF CALIFORNIA, COUNTY OF STREET ADDRESS: MAILING ADDRESS: CITY AND ZIP CODE: BRANCH NAME: [--] CONSERVATORSHIP [] GUARDIANSHIP OFTHE [_] PERSON AND ESTATE OF (Name): [] conservaTeE [] MINOR NOTICE OF FILING INVENTORY AND APPRAISAL AND HOW TO OBJECT GARE NUMBER: TO THE INVENTORY OR THE APPRAISED VALUE OF PROPERTY

1. NOTICE is given that (name): : [J Conservator [--] Guardian of the estate of the above-named conservatee or ward, filed with the court a [] Partial No.: [] Final [J Supplemental [-] Corrected [—] Reappraisal for Sale Inventory and Appraisal on (date filed): [p= _
2. If you object to the Inventory and Appraisal identified above or to the appraised value of any property listed in it, and you want the court to hear your objections, they must be in writing, signed by you under penalty of perjury, and filed with the court at the court's address stated above. If you object to the appraised value of any property listed in the Inventory and Appraisal, you must file your objections with the clerk of the court no later than 30 days after the date specified in item 1 above.
3. If you object to a Final Inventory and Appraisal or to an Inventory and Appraisal filed on or after the later of (1) 90 days from the date of the order appointing the conservator or guardian or (2) the last day of any extension granted by the court for filing the Inventory and Appraisal, in addition to the objections described above you may also object to that Inventory and Appraisal and all others previously filed on the ground that they do not list property that should have been listed and valued as property of the estate.
4. You may prepare your written objections on form GC-045, Objections to Inventory and Appraisal of Conservator or Guardian. When you file your objections, the court will set a date, time, and place for a hearing on them. Unless the court orders otherwise, you then must arrange for someone other than yourself to mail, at least 15 days before the hearing date, copies of your objections and copies of another form, form GC-020, Notice of Hearing—Guardianship or Conservatorship, showing the date, time, and place of the court hearing, to (1) the conservator or guardian of the estate; (2) the conservator's or guardian's attorney, if any, at the address shown at the top of this form; (3) the conservatee or the minor (if the minor is at least 12 years of age; if not, to the minor's parents, guardian, or other adult residing with the minor who has legal custody); (4) the spouse or registered domestic partner of the conservatee or the spouse of the minor; (5) any person who has filed form DE-154/GC-035, Request for Special Notice, in this case; and (6) any probate referee who made an appraisal of property to which you object. (You do not have to ask someone to mail copies to you if you are one of the persons listed above.) You must then arrange for the person who did the mailing to complete and sign the proof of service on page 2 of the original Notice of Hearing and file the Notice with the court before the date of the hearing.
5. At the hearing the court will consider and determine the merits of your objections and may fix the true value of any property to the appraised value of which you have objected. The court may order an independent reappraisal by one or more additional appraisers at the expense of the conservatorship or guardianship estate, but if your objection to the appraisal of any property that the court orders to be reappraised is not upheld by the court, the cost of the reappraisal may be charged to you. Assistive listening systems, computer-assisted real-time captioning, or sign language interpreter services are available upon request if at least five days notice is provided. Contact the clerk's office for Request for Accommodations by Persons With Disabilities and Order (form MC-410). (Civ. Code, § 54.8.)

Form Adopted for Mandatory Use © NOTICE OF FILING OF INVENTORY AND APPRAISAL AND HOW TO OBJECT Probate Code, §§ 2610, 2614 Judicial Council of California TO THE INVENTORY OR THE APPRAISED VALUE OF PROPERTY wi. coUT c.goy bedi acs ca (Probate—Guardianships and Conservatorships)

GC-042 [J conservatorsHip [] GUARDIANSHIP oF THE [] PERSONAND ESTATE CASE NUMBER: OF (Name): [] CONsERVATEE [] MINOR INSTRUCTIONS TO CONSERVATOR OR GUARDIAN Each time you file an Inventory and Appraisal in this matter, you must complete this Notice of Filing Inventory and Appraisal and How to Object to the Inventory or the Appraised Value of Property. You, your attorney, or an employee of your attorney must mail copies of the completed Notice and court file-stamped copies of the filed Inventory and Appraisal to the conservatee, the attorney for the conservatee or ward, the conservatee's spouse or registered domestic partner, and the conservatee's first-degree relatives (parents and children) or, if none, to the conservatee's nearest relative. The person who does the mailing must complete and sign the proof of mailing below. You then must file the original Notice with the court. PROOF OF MAILING

1. 1am over the age of 18. | am the appointed conservator or guardian, the conservator's or guardian's attorney, or an employee of the attorney. | am a resident of or employed in the county where the mailing occurred.
2. My residence or business address is (specify):
3. | mailed the foregoing Notice of Filing Inventory and Appraisal and How to Object to the Inventory or the Appraised Value of Property on each person named below by enclosing a copy in an envelope addressed as shown below AND a. [__] depositing the sealed envelope with the United States Postal Service on the date and at the place shown in item 4 with the postage fully prepaid. b. LJ placing the envelope for collection and mailing on the date and at the place shown in item 4 following our ordinary business practices. | am readily familiar with this business's practice for collecting and processing correspondence for mailing. On the same day that correspondence is placed for collection and mailing, it is deposited in the ordinary course of business with the United States Postal Service in a sealed envelope with postage fully prepaid.
4. a. Date mailed: b. Place mailed (city, state):
5. | mailed with this Notice of Filing Inventory and Appraisal and How to Object to the Inventory or the Appraised Value of Property a copy of the Inventory and Appraisal identified in item 1 on page 1 of this Notice, showing the date it was filed with the court.

| 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 PERSON COMPLETING THIS FORM) (SIGNATURE OF PERSON COMPLETING THIS FORM) NAME AND ADDRESS OF EACH PERSON TO WHOM NOTICE WAS MAILED Name and relationship to conservatee or ward Address (number, street, city, state, and zip code, Conservatee Attorney for conservatee or ward Spouse or registered domestic partner of conservatee [-] Continued on an attachment. (You may use form GC-042(MA) to show additional persons served.) SE-O42 Nei denuery1. 2008) NOTICE OF FILING OF INVENTORY AND APPRAISAL AND HOW TO OBJECT Page 2 of 2 TO THE INVENTORY OR THE APPRAISED VALUE OF PROPERTY (Probate—Guardianships and Conservatorships)