Santa Clara — PB-4003-1

Source: https://santaclara.courts.ca.gov/system/files/forms/pb-4003-1_rem.pdf

ATTACHMENT PB-4003-1 SUPERIOR COURT OF CALIFORNIA, COUNTY OF SANTA CLARA FOR COURT USE ONLY COURT ADDRESS: 191 North First Street To keep other people from CITY AND ZIP CODE: San José, California 95113 seeing what you have entered on PHONE NUMBER: (408) 882-2761 your form, please press the FAX NUMBER: (408) 882-2797 Reset Form button at the end of BRANCH NAME: Downtown Courthouse – Court Investigator’s Division the form when finished.

IN THE MATTER OF THE Conservatorship Trust

Limited Conservatorship

RE:

CASE NUMBER:

CONFIDENTIAL DOCUMENT COVER SHEET (Conservatorship)

RE: CONSERVATORSHIP:

The following documents shall be made available only to parties, persons given notice of the petition who have requested the document or who have appeared in the proceedings, their attorneys, and the court. The court shall have discretion at any other time to release the document, if it would serve the interests of the conservatee.

1. Probate Code §1821: Supplemental Information form.

2. Probate Code §2250.6: Court Investigator’s temporary appointment report.

3. Probate Code §2250.6: Court Investigator’s ex-parte temporary appointment report.

4. Probate Code §1826: Court Investigator’s appointment report.

5. Probate Code §1850(a)(2): Court Investigator’s first year review report with an accounting.

6. Probate Code §1850(a)(2): Court Investigator’s first year review report without an accounting.

7. Probate Code §1851: Court Investigator’s biennial review report with accounting.

8. Probate Code §1851: Court Investigator’s biennial review report without an accounting.

9. Probate Code §1850(b): Court Investigator’s report requested by court order.

10. Probate Code §2355: Court Investigator’s report regarding medical consent authority.

11. Probate Code §2356.5: Court Investigator’s report regarding dementia authority.

12. Probate Code §2540: Court Investigator’s report regarding sale of personal residence.

13. Probate Code §1827.5: Ltd. Conservatorship: Regional Center assessment.

14. Probate Code §1850.5: Ltd. Conservatorship Court Investigator’s appointment report.

15. Probate Code §1850.5: Ltd. Conservatorship first year Court Investigator’s review report.

16. Probate Code §1850.5: Ltd. Conservatorship Court Investigator’s biennial report.

17. Court Investigator’s Report Re: Competing Petition

18. Court Investigator’s Declaration Re: Healthcare Issues

19. Court Investigator’s Declaration Re: Criminal Background

20. See Conservatorship Case# (place a text box here for case #) Court Investigator’s Report Re: Trust Accounting

21. Other:

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PB-4003-1 REV 01/01/13 CONFIDENTIAL DOCUMENT COVER SHEET Page 1 of 1 (Conservatorship)