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Local Rules of Superior Court of California, County of Imperial

(b) In any accounting or petition for (1) A declaration by the attorney, distribution, the personal personal representative, representative shall report all acts trustee, or other fiduciary of taken without court authorization, the services rendered or to be approval, confirmation, or instruction rendered by each of them that would be required if authority to itemizing their services by administer the estate under the date, time, and service Independent Administration of rendered; Estates Act has not been granted (“independent acts”). With respect to (2) The sum requested for each each independent act, the personal item of service, together with representative shall state whether the total amount requested for notice of proposed action was not such services (and not merely given, the personal representative “reasonable fees”); and should allege whether such notice was not required or waived. (3) A reference in the caption and Independent acts reported in a prior prayer to the additional fees. noticed petition need not again be reported in a later petition. (b) In determining such fees, the Court shall consider the difficulty of the (c) If no independent acts have been tasks performed, the reasonable value taken during administration, this fact of time expended, the amount of the should be stated in the petition for estate accounted for, and whether an final distribution. accounting is waived.

[Adopted July 1, 2007, Rule 7.5 renumbered to 7.6 01/01/17] [Adopted July 1, 2007, Rule 7.7 renumbered to 7.8 01/01/17]

Rule 7.7 Fees Stated When Account Rule 7.9 Payment and Reimbursement of Waived Costs of Attorneys, Conservators, Guardians or Personal Representatives In accounts, or in petitions for distribution accompanied by waiver of accounting, the (a) The following costs advanced may be report must state the amount of the personal reimbursed to the attorney, representative’s commissions payable as well conservator, guardian, or personal as the amount of the attorney’s fees and the representative without prior court basis for calculation thereof. When income is permission: included in the basis for calculation, even (1) Fees charged by the Clerk of though the accounting is waived, a detailed the Court schedule of income must be presented. (2) Newspaper publication fee (3) Surety bond premiums [Adopted July 1, 2007, Rule 7.6 renumbered to 7.7 01/01/17] (4) Probate referee fees (5) Court investigator’s feesRule 7.8 Non-Statutory Fees and Commissions (b) The following expenses are considered by the court to be a(a) A petition for services other than business expense and are not statutory compensation rendered in a reimbursable costs or fees: probate or other proceeding shall (1) Photocopy expense and include: postage (except as set forth in subsection (c) below) 63