San Bernardino — SB-2628

Source: https://sanbernardino.courts.ca.gov/system/files/sb-2628fillable.pdf

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 SAN BERNARDINO

STREET ADDRESS:

MAILING ADDRESS:

CITY AND ZIP CODE:

BRANCH NAME: CONSERVATORSHIP GUARDIANSHIP OF (Name):

CASE NUMBER:

EX PARTE PETITION TO DISPENSE WITH ACCOUNTING AND ORDER (Probate Code §2628)

1. I 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

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______________________________________________________________________________________.

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.

I DECLARE UNDER THE PENALTY OF PERJURY UNDER THE LAWS OF THE STATE OF CALIFORNIA THAT THE FOREGOING IS TRUE AND CORRECT.

Date:

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(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
Optional

CONSERVATORSHIP/GUARDIANSHIP OF (Name): CASE NUMBER:

PROOF OF SERVICE

1. I am over the age of 18 and am not a party in this case. I live or work in the county where the mailing occurred.

2. My (the server’s) home or business address is _________________________________________

_________________________________________

3. I 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.

placing the envelope for collection and mailing on the date and at the place shown in item 4 following our ordinary
business practices. I 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) __________________________________

I DECLARE UNDER PENALTY OF PERJURY UNDER THE LAWS OF THE STATE OF CALIFORNIA THAT THE FOREGOING IS TRUE AND CORRECT.

Date: ______________________

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(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:

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JUDICIAL OFFICER
SIGNATURE FOLLOWS LAST ATTACHMENT

EX PARTE PETITION TO DISPENSE WITH ACCOUNTING AND ORDER Local Form (Rev. 6/10/11)
Pr.C.§2628 2
Local Rule 20-1460
OptionalClear Form Print Form