San Joaquin — Petition to Increase or Decrease Bond

Source: https://www.sjcourts.org/sites/default/files/forms/2026-02/SJPR005_Petition-to-Increase-Decrease-Bond.pdf

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 JOAQUIN STREET ADDRESS: 315 W. ELM STREET MAILING ADDRESS: 315 W. ELM STREET CITY AND ZIP CODE: LODI, CA 95240 BRANCH OF NAME: LODI In the Estate Trust Conservatorship Guardianship Other CASE NUMBER: of (Name):

Decedent Conservatee Minor Other
HEARING DATE:
EX PARTE PETITION TO INCREASE BOND AND/OR
PETITION TO PLACE FUNDS IN BLOCKED ACCOUNT(S)
DEPT: TIME:
PETITION TO DECREASE BOND

NOTE: A Petition to Decrease Bond CANNOT be submitted ex parte and must be submitted on noticed hearing.

1. Petitioner(s) name(s):

2. Petitioner(s) role in case: Personal Representative Trustee Conservator Guardian

   Other: _________________________________

3. Bond calculation:

   a. Current amount of bond: $ b. Appraised value of real property subject to disposition without prior court approval $ c. Any outstanding mortgage can be subtracted from the total. If a mortgage amount is being subtracted provide that amount here $ ( ) d. Appraised value of personal property $ e. Estimated annual income from real and personal property $ f. Amount of conservatorship/guardianship recovery bond required, if applicable $ g. Total amount of required bond (b-c+d+e+f): $ h. Amount of deficiency (g-a): $ i. Amount of excess (a-g): $

4. ☐ Bond should be increased by: $ for a total bond of $

   PETITION TO INCREASE BOND AND/OR PLACE FUNDS IN BLOCKED ACCOUNT(S) OR PETITION TO DECREASE BOND Mandatory Local Rule 4-106 SJPR-005 [Rev 07/2023] Page 1 of 2

IN RE (Name): CASE NUMBER:

5. ☐ The amount of $ should be placed in one or more blocked accounts as follows:

   Amount ($) Name of Institution Address of Institution

6. ☐ Bond should be decreased by: $ for a total bond of $

7. Additional Information and/or request(s) (optional):

   VERIFICATION

I declare that:

I am the personal representative trustee conservator guardian other: ____________________________ of the above-entitled estate. I have read the foregoing EX PARTE PETITION TO INCREASE BOND AND/OR PLACE FUNDS IN BLOCKED ACCOUNT(S) or PETITION TO DECREASE BOND and know the contents thereof; the same is true of my own knowledge, except as to those matters which are therein stated upon my information or belief, and as to those matters I believe them to be true.

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

Date: (Petitioner’s Signature)

PETITION TO INCREASE BOND AND/OR PLACE FUNDS IN BLOCKED ACCOUNT(S) OR PETITION TO DECREASE BOND

Mandatory Local Rule 4-106 SJPR-005 [Rev 07/2023] Page 2 of 2