Orange — here

Source: https://www.occourts.org/system/files/general/sample_limited_conservatorship_forms.pdf

Sparse pages use OCR; original PDF remains authoritative.

GC-310 ATTORNEY OR PARTY WITHOUT ATTORNEY STATE BAR NO.: name: John Doe u FIRM NAME: . 1b STREET ADDRESS: 1234 South Street , SAMPLE erry: Santa Ana STATE: CA ZIP CODE: 92701 TELEPHONE NO; 714-567-8910 FAX NO: , EMAIL ADDRESS: jandjdoe@email.com ATTORNEY FOR (name: Self-Represented SUPERIOR COURT OF CALIFORNIA, COUNTY OF Orange STREET ADDRESS: Superior Court of California, County of MAILING ADDRESS: Orange, Costa Mesa Justice Complex CITY AND zip Cope: 3390 Harbor Boulevard BRANCH Name: Costa Mesa, CA 92626 FOR COURT USE ONLY CONSERVATORSHIP OF (name): Jack Doe A.K.A. John Doe, Jr. (PROPOSED) CONSERVATEE | PETITION FOR APPOINTMENT OF [—] SUCCESSOR 30-2019-000000 PROBATE CONSERVATOR OF THE PERSON | ESTATE ‘ HEARING DATE AND TIME: . DEPT.: [5<] Limited Conservatorship ‘ July 23, 2019 C8

1. Petitioner (name): John Doe requests that : a, (Name): Jane Doe ; (Telephone): 714-567-8910 (Address): 1234 South Street Santa Ana, CA 92701 be appointed [_ |] successor [] conservator limited conservator of the PERSON of the (proposed) conservatee and Letters issue upon qualification. b, (Name):June Doe (Telephone):714-567-8910 (Address): 1234 South Street Santa Ana, CA 92701 be appointed [] successor [] conservator limited conservator of the ESTATE of the (proposed) conservatee and Letters issue upon qualification. c. (1) [] bond not be required [7] because the proposed § [__] successor conservator is a corporate fiduciary or an exempt government agency. [-“} for the reasons stated in Attachment 1c. (2) [4€] bond be fixed at: $ 120,000.00 to be furnished by an authorized surety company or as otherwise provided by law. (Specify reasons in Attachment tc if the amount is different from the minimum required by Probate Code section 2320.)

3. [7 $ in deposits in a blocked account be allowed. Receipts will be filed. (Specify institution and location): d. [] orders authorizing independent exercise of powers under Probate Code section 2590 be granted. Granting the proposed [] successor conservator of the estate powers to be exercised independently under Probate Code section 2590 would be to the advantage and benefit and in the best interest of the conservatorship estate. (Specify orders, powers, and reasons in Attachment 1d.) e. [] orders relating to the capacity of the (proposed) conservatee under Probate Code section 1873 or 1901 be granted. (Specify orders, facts, and reasons in Attachment te.) f. [_] orders relating to the powers and duties of the proposed [] successor conservator of the person under Probate Code sections 2351-2358 be granted, (Specify orders, facts, and reasons in Attachment 1f.) g. [] the (proposed) conservatee be adjudged to lack the capacity to give informed consent for medical treatment or healing by prayer and that the proposed [] successor conservator of the person be granted the powers specified in Probate Code section 2355. (Complete item 9 on page 6.) Do NOT use this form for a temporary conservatorship.

Form Adopted for Mandatory Use , Probate Code, §§ 1820, 1821, sJudici il of Californi: 2680-2682 Boat on danvery 1.2046) PETITION FOR APPOINTMENT OF PROBATE CONSERVATOR sarc (Probate—Guardianships and Conservatorships)

SAMPLE == > GC-310 CONSERVATORSHIP OF CASE NUMBER: (name): Jack Doe A.K.A. John Doe, Jr. 30-2019-000000 (PROPOSED) CONSERVATEE

1. bh. (for limited conservatorship only) orders relating to the powers and duties of the proposed limited [J successor* conservator of the person under Probate Code section 2351.5 be granted. (Specify orders, powers, and duties in Attachment th and complete item 1.) i, (for limited conservatorship only) orders relating to the powers and duties of the proposed limited L__] successor* conservator of the estate under Probate Code section 1830(b) be granted. (Specify orders, powers, and duties in Attachment ti and complete item 4j.) j. (for limited conservatorship only) orders limiting the civil and legal rights of the (proposed) limited conservatee be granted. (Specify limitations in Attachment 1j.) k. [-] orders authorizing placement or treatment for a major neurocognitive disorder (such as dementia) as specified in the Attachment Requesting Special Orders Regarding a Major Neurocognitive Disorder (form GC-313) under Probate Code section 2356.5 be granted. A Capacity Declaration—Conservatorship (form GC-335) and: Major Neurocognitive Disorder Atfachment to Capacity Declaration—Conservatorship (form GC-335A), executed by a licensed physician or by a licensed psychologist acting within the scope of his or her license with at least two years experience diagnosing major neurocognitive disorders (including dementia), [___] are filed herewith, [<7] will be filed before the hearing. [7] (appointment of successor conservator only) will not be filed because an order relating to placement or treatment for a major neurocognitive disorder (such as dementia) was filed on (date): . That order has neither expired by its terms nor been revoked. [1] other orders be granted. (Specify in Attachment 11.)
2. (Proposed) conservatee Is (name): (Telephone): (Current address):
3. a. [3] Jurisdictional facts (initial appointment only) The proposed conservatee has no conservator in California and is a (1) resident of California and (a) a resident of this county. (by [] nota resident of this county, but commencement of the conservatorship in this county is in the best interests of the proposed conservatee for the reasons specified in Attachment 3a. (2) [] nonresident of California but (a) [] is temporarily living in this county, or (b) [7] has property in this county, or (c) [__] commencement of the conservatorship in this county is in the best interest of the proposed conservatee for the reasons specified in Attachment 3a. b. Petitioner (answer items (1) and (2) and check all other items that apply) (1) [] is isnot a creditor or an agent of a creditor of the (proposed) conservatee. (2) [] is isnot adebtor or an agent of a debtor of the (proposed) conservatee. (3) is the proposed [-] successor conservator. (4) [£] is the (proposed) conservatee. (if this item is not checked, you must also complete item 3f) (5) [] is the spouse of the (proposed) conservatee. (You must also complete item 6.) (6) [£] is the domestic partner or former domestic partner of the (proposed) conservatee. (You must also complete item 7.) (7) [] isa relative of the (proposed) conservatee as (specify relationship): (8) [] is an interested person or friend of the (proposed) conservatee. (9) [_] isa state or local public entity, officer, or employee. (10)[] is the guardian of the proposed conservatee. (11}[-] isabank [__] is another entity authorized to conduct the business of a trust company. (12)[[] is a professional fiduciary within the meaning of Business and Professions Code section 6501 (f) who is licensed by the Professional Fiduciaries Bureau of the Department of Consumer Affairs. Petitioner's license number is provided in item 1 on page 1 of the attached Professional Fiduciary Attachment. (Use form GC-210(A-PF)/GC-310(A-PF) for this attachment. You must also complete item 2 on page 2 of that form and item 3d below.)

• See item 5b on page 4. GC-310 [Rev. January 1, 2019] Page 2 of 8 PETITION FOR APPOINTMENT OF PROBATE CONSERVATOR (Probate—Guardianships and Conservatorships)

SAMPLE VT GC-310 CONSERVATORSHIP OF CASE NUMBER: (name); Jack Doe A.K.A. John Doe, Jr. 30-2019-000000 (PROPOSED) CONSERVATEE 3. ¢ Proposed [] successor conservator is (check all that apply) (1) [2] anominee. (Affix nomination as Attachment 3c(1).) (2) [] the spouse of the (proposed) conservatee. (You must also complete item 6.) 3) [] the domestic partner or former domestic partner of the (proposed) conservatee. (You must also complete item 7.) ‘4) a relative of the (proposed) conservatee as (specify relationship): 5) [] abank. [] another entity authorized to conduct the business of a trust company. 6) [__] a nonprofit charitable corporation that meets the requirements of Probate Code section 2104, 7) [] a professional fiduciary, as defined in Business and Professions Code section 6501(f). His or her statement concerning licensure or exemption is provided in item 1 on page 1 of the attached Professional Fiduciary Attachment, (Use form GC-210(A-PF)/GC-310(A-PF) for this attachment.) : (8) [-] other (specify): an d. [] Engagement and prior relationship with petitioning professional fiduciary (complete this item if petitioner is licensed by the Professional Fiduciaries Bureau.) (1) [7] Statements of who engaged petitioner, or how petitioner was engaged to file this petition, and a description of any prior relationship petitioner had with the (proposed) conservatee or his or her family or friends, are provided in item 2 on page 2 of the attached Professional Fiduciary Attachment. (Use form GC-210(A-PF)/G' C-310(A-PF) for this attachment.) (2) [] A petition for appointment of a temporary conservator is filed with this petition. That petition contains statements of who engaged petitioner, how petitioner was engaged to file this petition, and a description of any prior relationship petitioner had with the (proposed) conservatee or his or her family and friends, e. Character and estimated value of the property of the estate (complete items (1) or (2) and (3), (4), and (5): (1) [-] (For appointment of successor conservator only, if complete Inventory and Appraisal filed by predecessor): Personal property: $ , per Inventory and Appraisal filed in this proceeding on (specify dates of filing of all inventories and appraisals): (2) [[] Estimated value of personal property: $ 100,000.00 (3) Annual gross income from (a) real property: $0 (b) personal property: $ 100,000.00 (c) pensions: $0 (d) wages: $0 {e) public assistance benefits: $ 12,000.00 (f) other: $0 (4) Total of (1) or (2) and (3): $ 100,000.00 (5) Real property: $0 (a) [_] per Inventory and Appraisal identified in item (1). (b) [__] estimated value. f. Due diligence (complete this item if the (proposed) conservatee is not a petitioner): (1) Efforts to find the (proposed) conservatee's relatives or reasons why it is not feasible to contact any of them are described on Attachment 3f(1). (2) Statements of the (proposed) conservatee's preferences concerning the appointment of any (successor) conservator and the appointment of the proposed (successor) conservator or reasons why it is not feasible to ascertain those preferences are contained on Attachment 3f(2). GC-310 {Rev. January 1, 2019] Paga 3 of 8 PETITION FOR APPOINTMENT OF PROBATE CONSERVATOR (Probate—Guardianships and Conservatorships)

_ SAMPLE GC-310 CONSERVATORSHIP OF CASE NUMBER; (name): Jack Doe A.K.A. John Doe, Jr. 30-2019-000000 (PROPOSED) CONSERVATEE 3. g. So far as known to petitioner, a conservatorship or equivalent proceeding concerning the proposed conservatee [3¢] has not [] has_ been filed in another jurisdiction, including a court of a federally-recognized Indian tribe with jurisdiction (see Prob. Code, § 2031(b)). (fyou answered has, identify the jurisdiction and state the date the case was filed): 4. (Proposed) conservatee a. [_] is is nota patient in or on leave of absence from a state institution under the jurisdiction of the California Department of State Hospitals or the California Department of Developmental Services (specify state institution): b. [] is receiving or entitled to receive is neither receiving nor entitled to receive benefits from the U.S. Department of Veterans Affairs (estimate amount of monthly benefit payable): « [ J is is not, so far as is known to petitioner, a member of a federally recognized Indian tribe, (If you answered is, complete items (1)-(4)): (1) Name of tribe: (2) Location of tribe (if the tribe is located in more than one state, the state that is the tribe's principal location): (3) The proposed conservatee [] does [7] doesnot reside on tribal land.” (4) So far as known to petitioner, the proposed conservatee {| owns [] does not own property on tribal land. 5. a. Proposed conservatee (initial appointment of conservator only) (1) [J is an adult. (2) [4] will be an adult on the effective date of the order (date): (3) [] is a married minor. (4) [] is a minor whose marriage has been dissolved. b. [] Vacancy in office of conservator (appointment of successor conservator only. A petition for appointment of a limited conservator after the death of a predecessor is a petition for initial appointment. (Prob. Code, § 1860.5(a)(1).) There is a vacancy in the office of conservator of the [] person [] estate for the reasons L] specified in Attachment 5b. [-"] specified below.

• «Tribal land” is land that is, with respect to a specific Indian tribe and the members of that tribe, “Indian country,” as defined in 18 U.S.C. § 1151. CON Rev. dentiny 1.2018) PETITION FOR APPOINTMENT OF PROBATE CONSERVATOR (Probate—Guardianships and Conservatorships)

“SAMPLE. CONSERVATORSHIP OF CASE NUMBER: (name): Jack Doe A.K.A. John Doe, Jr. 30-2019-000000 GC-310 (PROPOSED) CONSERVATEE 5, c. (Proposed) conservatee requires a conservator and is (1) unable to properly provide for his or her personal needs for physical health, food, clothing, or shelter. Supporting facts are [_] specified in Attachment 5c(1) as follows: The proposed conservatee, Jack, is on the Autism Spectrum. Although he is high-functioning and has had some social interaction counseling, he Is unable to complete most daily activities (including but not limited to brushing his teeth, getting dressed, and eating) without assistance. (2) substantially unable to manage his or her financial resources or to resist fraud or undue influence. Supporting facts are [] specified in Attachment 5c(2) as follows: The proposed conservatee, Jack, is on the Autism Spectrum. Although he is high functioning and has had some social interaction counseling, he is unable to mange his finances. He has no ability to mange money and he has not demonstrated an ability or understanding of money of finances in order to do so. GC-310 [Rev, January 1, 2019] PETITION FOR APPOINTMENT OF PROBATE CONSERVATOR Page 5 of 8 (Probate—Guardianships and Conservatorships)

——- GC-310 CONSERVATORSHIP OF CASE NUMBER; (name): Jack Doe A.K.A. John Doe, Jr. 30-2019-000000 (PROPOSED) CONSERVATEE 5. d. [3¢] (Proposed) conservatee voluntarily requests the appointment ofa [[] successor conservator. (Specify facts showing good cause in Attachment 5(d).) e. [] Confidential Suppfemental information (form GC-312) is filed with this petition. (Initial appointment of conservator only. All petitioners must file this form except banks and other entities authorized to do business as a trust company.) f. (Proposed) conservatee [x] does [] doesnot have a developmental disability as defined in Probate Code section 1420. Petitioner is aware of the requirements of Probate Code section 1827.5. (Specify the nature and degree of the alleged disability in Attachment 5f). 6. [[7] Petitioner or proposed [~] successor conservator is the spouse of the (proposed) conservatee, (if this statement is true, you must answer a or b.) a. [] The (proposed) conservatee's spouse is not a party to any action or proceeding against the (proposed) conservatee for legal separation, dissolution of marriage, annulment, or adjudication of nullity of their marriage. b. [] Although the (proposed) conservatee's spouse is a party to an action or proceeding against the (proposed) conservatee for legal separation, dissolution, annulment, or adjudication of nullity of their marriage, or has obtained a judgment in one of these proceedings, it is In the best interest of the (proposed) conservatee that: (1) [J] a [] successor conservator be appointed. (2) [] the spouse be appointed asthe [— ] successor conservator. (lf you checked item 6b(1) or (2) or both, specify the facts and reasons in Attachment 6p.) 7. [[7] Petitioner or proposed [| successor conservator is the domestic partner or former domestic partner of the (proposed) conservatee. (/f this statement is true, you must answer a or b.} a. [] The domestic partner of the (proposed) conservatee has not terminated and does not intend to terminate the domestic partnership. b. [__] Although the domestic partner or former domestic partner of the (proposed) conservatee intends to terminate or has terminated the domestic partnership, it is in the best interest of the (proposed) conservatee that (1) [J] a [J successor conservator be appointed. (2) (] the domestic partner or former domestic partner be appointed as the [ | successor conservator. (If you checked item 7b(1) or (2) or both, specify the facts and reasons in Attachment 7b.) 8. (Proposed) conservatee (check ail that apply) a. will attend the hearing AND [_] isthe petitioner [[X7]} is not the petitioner AND ["] has [_] has not nominated the proposed [] successor conservator. b. [] (initial appointment of conservator only) is able but unwilling to attend the hearing AND [] does [] does not wish to contest the establishment of a conservatorship, [|] does [] does not object to the proposed conservator, AND [] does [] does not prefer that another person act as conservator. c. [] (initial appointment of conservator only): is unable to attend the hearing because of medical inability. A Capacity Dectaration—Conservatorship (form GC-335), executed by a licensed medical practitioner or an accredited religious practitioner [_] is filed with this petition. | [—] will be filed before the hearing. d. [_] (initial appointment of conservator only) is not the petitioner, is out of state, and will not attend the hearing. e. [] (appointment of successor conservator only) will not attend the hearing. 9. [__] Medical treatment of (proposed) conservatee a. There is no form of medical treatment for which the (proposed) conservatee has the capacity to give an informed consent. b. A Capacity Declaration—Conservatorship (form GC-335) executed by a licensed physician or by a licensed psychologist acting within the scope of his or her licensure, stating that the (proposed) conservatee lacks the capacity to give informed consent for any form of medical treatment and giving reasons and the factual basis for this conclusion, [] is filed with this petition, {J will be filed before the hearing. [] will not be filed for the reason stated in c. c. [] (appointment of successor conservator only) The conservatee's incapacity to consent to any form of medical treatment was determined by order filed in this matter on (date): That order has neither expired by its terms nor been revoked. d. (Proposed) conservatee [__ | is isnot an adherent of a religion that relies on prayer alone for healing, as defined in Probate Code section 2355(b). GC-310 fRev. January 7, 2019] PETITION FOR APPOINTMENT OF PROBATE CONSERVATOR Page 6 of 8 (Probate—Guardianships and Conservatorships)

oo eee GC-310 CONSERVATORSHIP OF CASE NUMBER: (name): Jack Doe A.K.A. John Doe, Jr. 30-2019-000000 (PROPOSED) CONSERVATEE 10.[_] Temporary conservatorship Filed with this petition is a Petition for Appointment of Temporary Conservator (form GC-111). 11. (Proposed) conservatee's relatives . The names, residence addresses, and relationships of the spouse or registered domestic partner and the second-degree relatives of the (proposed) conservatee (his or her parents, grandparents, children, grandchildren, and brothers and sisters), so far as known to petitioner, are a. listed below. b. [] not known, or no longer living, so the (proposed) conservatee’s deemed relatives under Probate Code section 1821(b) (1)-(4) are listed below. Name and relationship to conservatee Residence address {1) John Doe, Father 1234 South Street Santa Ana, CA 92701 {2) Jane Doe, Mother 1234 South Street Santa Ana, CA 92701 (3) June Doe, Sister 1234 South Street Santa Ana, CA 92701 (4) Maria Parton, Maternal Grandmother 57 North Street Santa Ana, CA 92701 (5) Peter Parton, Maternal Grandfather unknown (6) Jill Doe, Paternal Grandmother deceased {7) James Doe, Paternal Grandfather deceased (8) (9) (10) (11) (12) (13) (14) (18) (16) [_] Continued on Attachment 11. GC-B10 [Rev. January 1, 2019] PETITION FOR APPOINTMENT OF PROBATE CONSERVATOR Page 7 of 8 (Probate—Guardianships and Conservatorships)

SAMPLE _- GC-310 CONSERVATORSHIP OF CASE NUMBER: (name): Jack Doe A.K.A. John Doe, Jr. 30-2019-000000 (PROPOSED) CONSERVATEE 12. Confidential conservator screening form Submitted with this petition Is a Confidential Conservator Screening Form (form GC-314) completed and signed by the proposed [|] successor conservator. (Required for all proposed conservators except banks and trust companies.) 13.[__] Court investigator Filed with this petition is a proposed Order Appointing Court Investigator (form GC-330). 14. Number of pages attached: 5 Date: July 1, 2019 John Doe, Pro Per > (TYPE OR PRINT NAME OF ATTORNEY FOR PETITIONER) (SIGNATURE OF ATTORNEY FOR PETITIONER) (All petitioners must also sign (Prob, Code, § 1020; Cal. Rules of Court, rule 7.103).)

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

Date: July 1, 2019 John Doe » (TYPE OR PRINT NAME OF PETITIONER) (SIGNATURE OF PETITIONER) John Doe > {TYPE OR PRINT NAME OF PETITIONER) (SIGNATURE OF PETITIONER) GC-310 [Rev, January 1, 2019} PETITION FOR APPOINTMENT OF PROBATE CONSERVATOR Page 8 of & (Probate—Guardianships and Conservatorships)

SAMPLE ~— = MC-025 SHORT TITLE: CASE NUMBER:

| Conservatorship of Jack Doe A.K.A. John Doe, Jr. 30-2019-000000

ATTACHMENT (Number): 1(h) (This Attachment may be used with any Judicial Councif form.) I hereby request the Limited Conservator or Co-Conservators have the following powers and duties over the person: (1) To fix the residence or specific dwelling of the limited conservatee. (2) Access to the confidential records and papers of the limited conservatee. (3) To consent or withhold consent to the marriage of, or the entrance into a registered domestic partnerhsip by, the limited conservatee. (4) The right of the limited conservatee to contract. (5) The power of the limited conservatee to give or withhold medical consent. (6) The limited conservatee's right to control his or her own social and sexual contacts and relationships. (7) Decisions concerning the education of the limited conservatee. (if the item that this Aitachment concerns is made under penalty of perjury, all statements in this Page 1 of 5 Attachment are made under penalty of perjury.) (Add pages as required) Form Approved for Optional Use ATTACG H M Ee) N IT www, courtinfo,ca.gov Judicial Council of California soe 4 1 17 1 2 0 176 2082 850 21 -1 5 1 17 1 2 1 176 2087 54 13 84.809204 MC-025 5 1 17 1 2 2 235 2087 35 16 63.824917 [Rev. 5 1 17 1 2 3 275 2086 88 17 87.227158 July 5 1 17 1 2 4 308 2079 12 34 92.179008 1, 5 1 17 1 2 5 327 2086 36 17 78.492638 2008] 5 1 17 1 2 6 718 2084 24 19 96.849976 to 5 1 17 1 2 7 751 2083 97 20 96.568153 Judicial 5 1 17 1 2 8 857 2082 95 20 95.309036 Council 5 1 17 1 2 9 962 2082 64 20 96.243828 Form 2 1 18 0 0 0 1567 160 2 102 -1 3 1 18 1 0 0 1567 160 2 102 -1 4 1 18 1 1 0 1567 160 2 102 -1 5 1 18 1 1 1 1567 160 2 102 95.000000

__SAMPLE SHORT TITLE: CASE NUMBER:

| Conservatorship of Jack Doe A.K.A. John Doe, Jr. 30-2019-000000

ATTACHMENT (Number): 1G) (This Attachment may be used with any Judicial Council form.} Thereby request the Limited Conservator or Co-Conservators have the following powers and duties over the petson: MC-025 (1) The properties of the limited conservatee to which the limited conservator is entitle to possession and management, giving a description of the properties that will be sufficient to identify them. (2) The debts, rentals, wages, or other claims due to the limited conservatee which the limited conservator is entitled to collect, or file suit with respect to, if necessary, and thereafter to possess and manage. (3) The contractual or other obligations which the limited conservator may incur on behalf of the limited conservatee. (4) The claims against the limited conservatee which the limited conservator may pay, compromise, or defend, if necessary. (5) Any other powers, limitations, or duties with respect to care of the limited conservatee or the management of the property specified in this subdivision by the limited conservator which the court shall specifically and expressly grant. {if the item that this Atlachment concerns is made under penalty of perjury, all statements in this Page 2 of 5 Attachment are made under penalty of perjury.) (Add pages as required) dudiclal Council of Califomia Form Approved for Optional Use ATT. ACHMENT www. courtinfo.ca.gov MC-025 [Rev. July 1, 2008} to Judicial Council Form .

SAMPLE

• —_— Mc-025 SHORT TITLE: CASE NUMBER:

| Conservatorship of Jack Doe A.K.A. John Doe, Jr. 30-2019-000000

ATTACHMENT (Number): 1G) (This Attachment may be used with any Judicial Council form.) Thereby request the following civil and legal rights of the Limited Conservatee be limited: (1) To fix the residence or specific dwelling of the limited conservatee. (2) Access to the confidential records and papers of the limited conservatee. (3) To consent or withhold consent to the marriage of, or the entrance into a registered domestic partnership by, the limited conservatee. (4) The right of the limited conservatee to contract. (5) The power of the limited conservatee to give or withhold medial consent. (6) The limited conservatee's right to control his or her own social and sexual contacts and relationships. (7) Decisions concering the education of the limited conservatee. (If the item that this Attachment concerns is made under penalty of perjury, all statements in this Page~ 3 of 5 ft jury, Attachment are made under penalty of perjury.) (Add pages as required) Form Appraved for Optianal Use ATTACHMENT www. courtinfo,ca.gov Judicial Council of Califomia Loe , MC-026 [Rey. July 1, 2008] to Judicial Council Form

ae MG-025 SHORT TITLE: CASE NUMBER:

| Conservatorship of Jack Doe A.K.A. John Doe, Jr, 30-2019-000000

ATTACHMENT (Number): 3€(E) (This Attachment may be used with any Judicial Council form.) It is not feasible to contact the maternal prandfather, Peter Parton, of proposed conservatee, Jack, because he has had no contact with Petitioner for over 20 years. He deserted the family. Petitioners have looked on social media and searched the internet, but have found no reference to him. Relatives have been asked, but no one admits to knowing his weherabouts. It is not feasible to contract paternal grandmother, Jill Doe, or paternal grandfather, James Doe, of proposed conservatee, Jack, becuase they are both deceased. Paternal grandmother, Jill Doe, died in 1999. Paternal grandfather, James Doe, died in 2018. (if the item that this Attachment concerns is made under penalty of perjury, all statements in this Page 4 of 5 Attachment are made under penalty of perjury.) (Add pages as required) Form Approved for Optional Use ATTACHMENT wwrw.courtinfo.ca.gov Judicial Counc! of California noe 7 MC-028 [Rev. July 4, 2009] to Judicial Council Form

SAMPLE MC-025 SHORT TITLE: CASE NUMBER:

| Conservatorship of Jack Doe A.K.A. John Doe, Jr. 30-2019-000000

ATTACHMENT (Number): 3£(2) (This Attachment may be used with any Judicial Couneil form.) The Statements of the proposed conservatee's prefence conerning the appointment of a conservator and the co-conservators are not feasible to ascertain because although the proposed conservatee, Jack, is high-functioning, he is on the Autism Spectrum and is incapable of expressing or understanding his needs or wants and is overwhelmed by having to make decisions. (if the item that this Attachment concerns is made under penalty of perjury, all statements in this Page 5 of 5 Attachment are made under penalty of perfury.) (Add pages as required) Form Approved for Optional Use ATTACHMENT www. courlinfo.ca.gov Judicial Council of Callfornla soe : MC-025 [Rev. Jttly 1, 2009] to Judicial Council Form

i

| SAMPLE CONFIDENTIAL (DO NOT ATTACH TO PETITION) GC-312

~~ [ATTORNEY OR PARTY WITHOUT ATTORNEY (Nama, state bar number, and address): FOR COURT USE ONLY John Doe

| Self-Represented

1234 South Street Santa Ana, CA 92701 teterHone No. 714-567-8910 FAX NO. (Optional: E-MAIL ADDRESS (Optional: jandidoe@email.com ATTORNEY FOR (Nama): FTO Fer SUPERIOR COURT OF CALIFORNIA, COUNTY OF Orange streer aporess: 700 Civic Center Drive West maine appress: 700 Civic Center Drive West cry ano zip cove: Santa Ana, CA 92701 prancH Nave: CENTRAL JUSTICE CENTER GONSERVATORSHIP OF (Name): Jack Doe A.K.A. John Doe, Jr. PROPOSED CONSERVATEE CONFIDENTIAL SUPPLEMENTAL INFORMATION CASE NUMBER: (Probate Conservatorship} 30-2019-000000 Conservatorship of Lv] Person [Vv] Estate Lv] Limited Conservatorship HEARING DATE:

1. a, Proposed conservatee (name): Jack Doe A.K.A. John Doe, Jr. July 23, 2019 b. Date of birth: February 14, 2000 DEPT: TIME: c. Social security No.: 000-00-0000 C8 1:45PM
2. LZ] UNABLE TO PROVIDE FOR PERSONAL NEEDS* The following facts support petitioner's allegation that the proposed conservatee is unable to provide properly for his or her needs for physical health, food, clothing, and shelter (specify in detail, enlarging upon the reasons stated in the petition; provide specific examples from the proposed conservatee's daily life showing significant behavior patterns): L] Specified in Attachment 2. The proposed conservatee, Jack is on the Autism Spectrum. Although he is high-functioning and has had some social interaction counseling, he is unable to complete most daily activities (including but not limited to brushing his teeth, getting dressed, and eating) without assistance.

• If this item is not applicable, complete item 8. {Continued on reverse) Page one of four Form Adopted for Mandatory Use. CONFIDENTIAL SUPPLEMENTAL INFORMATION Probate Code, § 1821 Judicial Counsll of California : GC-312 [Rev. January 1, 2001] (Probate Conservatorship)

SAMPLE CONFIDENTIAL _

|_CONSERVATORSHIP OF (Name): Jack Doe A.K.A. John Doe, Jr. CASE NUMBER:

PROPOSED CONSERVATEE 30-2019-000000 3. [¥] UNABLE TO MANAGE FINANCIAL RESOURCES* The following facts support petitioner's allegation that the proposed conservatee is substantially unable to manage his or her financial resources or to resist fraud or undue influence (specify in detail, enlarging upon the reasons stated in the petition; provide specific examples from the proposed conservatee's daily life showing significant behavior patterns): Specified in Attachment 3. The proposed conservatee, Jack, is on the Autism Spectrum. Although he is high-functioning and has had some social interaction counseling, he is unable to manage his finances. He has no ability to mange money and he has not demonstrated any ability or understanding of money or finances to do so. 4, RESIDENCE (‘Residence” means the place usually described as home”, 5 1 10 1 1 11 980 1602 32 19 96.966675 for 5 1 10 1 1 12 1017 1602 96 24 96.951813 example, 5 1 10 1 1 13 1124 1602 74 20 97.001045 owned 5 1 10 1 1 14 1204 1603 42 19 96.885223 real 5 1 10 1 1 15 1251 1603 93 24 96.885223 property 5 1 10 1 1 16 1351 1608 23 15 96.745644 or 5 1 10 1 1 17 1379 1603 104 24 96.514511 long-term 5 1 10 1 1 18 1491 1604 76 24 95.230942 rental.) 2 1 11 0 0 0 159 1633 783 59 -1 3 1 11 1 0 0 159 1633 783 59 -1 4 1 11 1 1 0 159 1633 783 26 -1 5 1 11 1 1 1 159 1639 17 14 91.992516 a. 5 1 11 1 1 2 197 1633 41 20 96.471855 The 5 1 11 1 1 3 246 1633 99 25 93.266388 proposed 5 1 11 1 1 4 354 1634 135 19 90.986801 conservatee 5 1 11 1 1 5 499 1633 15 20 96.280060 is 5 1 11 1 1 6 524 1634 85 19 96.938965 located 5 1 11 1 1 7 618 1634 19 19 96.964043 at 5 1 11 1 1 8 646 1634 72 24 60.743633 (street 5 1 11 1 1 9 727 1629 85 34 96.588158 address, 5 1 11 1 1 10 825 1635 40 24 96.309258 city, 5 1 11 1 1 11 875 1635 67 24 96.633850 state): 4 1 11 1 2 0 198 1661 531 31 -1 5 1 11 1 2 1 198 1662 61 24 95.456604 1234 5 1 11 1 2 2 269 1661 75 25 96.686455 South 5 1 11 1 2 3 354 1662 78 25 96.384300 Street 5 1 11 1 2 4 441 1662 73 25 96.652252 Santa 5 1 11 1 2 5 522 1663 63 29 95.985886 Ana, 5 1 11 1 2 6 596 1663 44 24 95.607407 CA 5 1 11 1 2 7 650 1663 79 24 96.689293 92701 2 1 12 0 0 0 159 1726 1333 36 -1 3 1 12 1 0 0 159 1726 1333 36 -1 4 1 12 1 1 0 159 1726 1333 36 -1 5 1 12 1 1 1 159 1734 17 20 66.730064 b. 5 1 12 1 1 2 196 1734 41 19 94.526649 The 5 1 12 1 1 3 246 1733 98 25 93.222031 proposed 5 1 12 1 1 4 354 1734 152 20 92.218933 conservatee's 5 1 12 1 1 5 515 1734 115 20 93.168243 residence 5 1 12 1 1 6 639 1734 27 20 82.807541 is* 5 1 12 1 1 7 710 1726 51 29 43.280392 [¥J 5 1 12 1 1 8 774 1735 34 19 96.303391 the 5 1 12 1 1 9 816 1735 86 20 94.401878 address 5 1 12 1 1 10 911 1735 16 20 95.477226 in 5 1 12 1 1 11 937 1735 44 20 83.990547 item 5 1 12 1 1 12 989 1736 27 19 95.042381 4a 5 1 12 1 1 13 1068 1727 50 29 42.458107 [J 5 1 12 1 1 14 1132 1736 56 20 96.841530 other 5 1 12 1 1 15 1197 1736 70 25 96.643654 (street 5 1 12 1 1 16 1273 1736 92 24 95.500519 address, 5 1 12 1 1 17 1376 1736 41 25 96.074432 city, 5 1 12 1 1 18 1427 1737 65 25 92.809357 state): 2 1 13 0 0 0 159 1835 1333 161 -1 3 1 13 1 0 0 159 1835 1333 161 -1 4 1 13 1 1 0 159 1835 685 25 -1 5 1 13 1 1 1 159 1840 15 15 91.312889 c. 5 1 13 1 1 2 196 1835 73 24 95.314064 Ability 5 1 13 1 1 3 277 1835 22 20 95.314064 to 5 1 13 1 1 4 308 1835 38 19 96.658165 live 5 1 13 1 1 5 355 1835 19 20 93.214516 in 5 1 13 1 1 6 384 1835 126 20 91.640244 residence* 5 1 13 1 1 7 525 1835 42 20 96.986534 The 5 1 13 1 1 8 576 1836 102 24 93.277802 proposed 5 1 13 1 1 9 687 1837 133 19 83.138931 conservatee 5 1 13 1 1 10 829 1836 15 20 92.951279 is 4 1 13 1 2 0 197 1856 461 41 -1 5 1 13 1 2 1 197 1869 27 25 90.111572 (1) 5 1 13 1 2 2 227 1856 55 41 56.354431 ral 5 1 13 1 2 3 294 1869 62 24 96.552650 living 5 1 13 1 2 4 365 1868 17 21 94.798828 in 5 1 13 1 2 5 391 1868 31 21 94.798828 his 5 1 13 1 2 6 431 1874 21 15 96.784256 or 5 1 13 1 2 7 461 1869 35 20 96.784256 her 5 1 13 1 2 8 503 1869 107 20 96.739769 residence 5 1 13 1 2 9 619 1869 39 20 96.852966 and 4 1 13 1 3 0 294 1890 708 41 -1 5 1 13 1 3 1 294 1890 89 41 0.000000 @l] 5 1 13 1 3 2 391 1902 35 20 94.454414 will 5 1 13 1 3 3 435 1903 93 19 96.781708 continue 5 1 13 1 3 4 536 1903 20 19 95.471207 to 5 1 13 1 3 5 565 1903 35 19 96.764099 live 5 1 13 1 3 6 608 1903 56 19 96.959732 there 5 1 13 1 3 7 673 1903 70 20 96.912956 unless 5 1 13 1 3 8 752 1903 156 20 96.237671 circumstances 5 1 13 1 3 9 916 1904 86 24 96.301979 change. 4 1 13 1 4 0 294 1927 1198 37 -1 5 1 13 1 4 1 294 1936 28 25 53.245579 {b) 5 1 13 1 4 2 328 1927 50 29 73.977928 L_] 5 1 13 1 4 3 391 1936 35 20 95.352821 will 5 1 13 1 4 4 435 1936 53 20 93.635567 need 5 1 13 1 4 5 497 1937 19 19 96.072975 to 5 1 13 1 4 6 525 1936 27 20 96.072975 be 5 1 13 1 4 7 561 1936 72 20 94.929321 moved 5 1 13 1 4 8 641 1936 51 20 89.022423 after 5 1 13 1 4 9 699 1942 12 14 89.022423 a 5 1 13 1 4 10 720 1938 128 19 94.343971 conservator 5 1 13 1 4 11 856 1937 16 20 93.089272 is 5 1 13 1 4 12 879 1937 108 25 96.793365 appointed 5 1 13 1 4 13 997 1937 86 25 96.675301 (specify 5 1 13 1 4 14 1089 1938 116 25 95.671257 supporting 5 1 13 1 4 15 1212 1938 52 20 95.671257 facts 5 1 13 1 4 16 1271 1938 67 20 96.514526 below 5 1 13 1 4 17 1343 1938 19 20 96.514526 in 5 1 13 1 4 18 1369 1938 48 20 92.869003 item 5 1 13 1 4 19 1425 1938 67 26 87.149307 4c(3)). 4 1 13 1 5 0 294 1961 761 35 -1 5 1 13 1 5 1 294 1969 26 26 85.117119 (c) 5 1 13 1 5 2 328 1961 50 29 8.442726 [™] 5 1 13 1 5 3 391 1970 58 20 96.603996 other 5 1 13 1 5 4 458 1970 86 25 96.641434 (specify 5 1 13 1 5 5 551 1970 41 20 96.878433 and 5 1 13 1 5 6 599 1970 43 24 96.989990 give 5 1 13 1 5 7 651 1970 117 25 96.959335 supporting 5 1 13 1 5 8 775 1971 51 20 96.106125 facts 5 1 13 1 5 9 833 1971 66 20 95.742668 below 5 1 13 1 5 10 905 1971 18 20 96.855492 in 5 1 13 1 5 11 931 1971 47 20 93.233902 item 5 1 13 1 5 12 986 1971 69 25 23.012100 4e(3)). 2 1 14 0 0 0 118 2037 1488 124 -1 3 1 14 1 0 0 118 2037 1488 124 -1 4 1 14 1 1 0 118 20

13 1 5 6 599 1970 43 24 96.989990 give

5 1 13 1 5 7 651 1970 117 25 96.959335 supporting 5 1 13 1 5 8 775 1971 51 20 96.106125 facts 5 1 13 1 5 9 833 1971 66 20 95.742668 below 5 1 13 1 5 10 905 1971 18 20 96.855492 in 5 1 13 1 5 11 931 1971 47 20 93.233902 item 5 1 13 1 5 12 986 1971 69 25 23.012100 4e(3)). 2 1 14 0 0 0 118 2037 1488 124 -1 3 1 14 1 0 0 118 2037 1488 124 -1 4 1 14 1 1 0 118 2037 505 25 -1 5 1 14 1 1 1 118 2037 10 9 93.048080 * 5 1 14 1 1 2 137 2037 12 20 60.675026 If 5 1 14 1 1 3 154 2037 36 20 81.026344 this 5 1 14 1 1 4 199 2037 43 20 96.322777 item 5 1 14 1 1 5 251 2037 16 20 96.011917 is 5 1 14 1 1 6 275 2038 33 19 96.522003 not 5 1 14 1 1 7 316 2037 116 25 96.522003 applicable, 5 1 14 1 1 8 442 2037 100 25 96.298920 complete 5 1 14 1 1 9 551 2037 45 20 96.125320 item 5 1 14 1 1 10 605 2038 18 19 96.118958 8. 4 1 14 1 2 0 732 2071 254 22 -1 5 1 14 1 2 1 732 2071 104 22 96.672302 (Continued 5 1 14 1 2 2 845 2076 22 13 96.672302 on 5 1 14 1 2 3 875 2075 47 18 96.913612 page 5 1 14 1 2 4 929 2071 57 22 96.770767 three) 4 1 14 1 3 0 118 2105 1488 23 -1 5 1 14 1 3 1 118 2102 53 34 73.974251 GC-312 5 1 14 1 3 2 178 2102 36 34 66.803406 [Rev. 5 1 14 1 3 3 221 2107 56 17 96.573044 January 5 1 14 1 3 4 283 2107 11 16 96.799500 1, 5 1 14 1 3 5 300 2107 40 17 85.124924 2001] 5 1 14 1 3 6 539 2105 205 22 95.454430 CONFIDENTIAL 5 1 14 1 3 7 753 2106 223 22 94.592552 SUPPLEMENTAL 5 1 14 1 3 8 986 2107 192 21 94.592552 INFORMATION 5 1 14 1 3 9 1475 2110 39 16 96.399475 Page 5 1 14 1 3 10 1519 2110 27 13 96.176270 two 5 1 14 1 3 11 1553 2110 15 13 96.899643 of 5 1 14 1 3 12 1575 2110 31 13 96.965332 four 4 1 14 1 4 0 703 2135 311 26 -1 5 1 14 1 4 1 703 2135 100 25 73.518784 {Probate 5 1 14 1 4 2 811 2136 203 25 96.692093 Conservatorship) 2 1 15 0 0 0 113 2088 1496 22 -1 3 1 15 1 0 0 113 2088 1496 22 -1 4 1 15 1 1 0 113 2088 1496 22 -1 5 1 15 1 1 1 113 2088 1496 22 95.000000

SAMPLE CONFIDENTIAL —

| CONSERVATORSHIP OF (Name): Jack Doe A.K.A. John Doe, Jr. CASE NUMBER:

PROPOSED CONSERVATEE 30-2019-000000 4, ¢. (continued) (2) LJ not living in his or her residence and {a) L_] will return by (date): (specify supporting facts below in item 4c(3)). {b) [] will not return to live there (specify supporting facts below in item 4c(3)). {c) [J other (specify and give supporting facts below in item 4c(3)). (3) CJ Supporting facts (specify if required): C4 Specified in Attachment 4c. 5. ALTERNATIVES TO CONSERVATORSHIP* Petitioner has considered the following alternatives to conservatorship and found them to be unsuitable or unavailable to the proposed conservatee (specify the alternatives considered and the reason or reasons each is unsuitable or unavailable): [] Reasons specified in Attachment 5. a. Voluntary acceptance of informal or formal assistance (give reason this is unsuitable or unavailable). The proposed conservatee, Jack, is high-functioning, but he is on the Autism Spectrum. He generally allows parents and sister to assist him with daily activities (including but not limited to brushing his teeth, getting dressed, and eating), but he is sometimes resistant to any assistance at all. Special or limited power of attorney (give reason this is unsuitable or unavailable): The proposed conservatee, Jack, lacks the capacity to prepare the documents. Generat power of attorney (give reason this is unsuitable or unavailable): The proposed conservatee, Jack, lacks the capacity to prepare the documents Durable power of attorney for [] health care [] estate management (give reason this is unsuitable or unavailable): The proposed conservatee, Jack, lacks the capacity to prepare the documents. Trust (give reason this is unsuitable or unavailable): The proposed conservatee, Jack, lacks the capacity to prepare the documents. Other alternatives considered (specify and give reason each is unsuitable or unavailable): The proposed conservatee, Jack, lacks the capacity. 6, SERVICES PROVIDED* (complete a or b, or both a and b) a. L4] During the year before this petition was filed, (1) health services [7] were provided [J were not provided to the proposed conservatee (explain): Explained in Attachment 6a(1). (2) social services [7] were provided [_] were not provided {o the proposed conservatee (explain): Explained in Attachment 6a(2).

• If this item is not applicable, complete item 8. (Continued on page four) GC-312 Rev, January 1, 2001} CONFIDENTIAL SUPPLEMENTAL INFORMATION Page three of four {Probate Conservatorship}

‘SAMPLE CONFIDENTIAL

| CONSERVATORSHIP OF (Name): Jack Doe A.K.A. John Doe, Jr. CASE NUMBER:

PROPOSED CONSERVATEE 30-2019-000000 6. a. (continued) (3) estate management assistance LZ] was provided CJ] was not provided to the proposed conservatee (explain):

| Explained in Attachment 6a(3).

b. LJ Petitioner has no knowledge of what [] social services [1] health services [] estate management assistance was provided to the proposed conservatee during the year before this petition was filed. Petitioner has no reasonable means of determining what services were provided. 7. SUPPORTING FACTS (AFFIDAVITS) The information provided above is stated Item 1: G2] on petitioner's own knowledge [}) in an affidavit (declaration) by another person attached as Attachment ta. Item 2; CL] on petitioner's own knowledge [] in an affidavit (declaration) by another person attached as Attachment 2a. Item 3: L] on petitioner's own knowledge [] in an affidavit (declaration) by another person attached as Attachment 3a. ttem 4: L] on petitioner's own knowledge [] in an atfidavit (declaration) by another person attached as Attachment 4a. Hem 5: [] on petitioner's own knowledge [1] in an affidavit (declaration) by another person attached as Attachment 5a. item 6: [] on petitioner's own knowledge [} in an atfidavit (declaration) by another person attached as Attachment 6a.

~p9 ao”

8. ITEMS NOT APPLICABLE The following items on this form were not applicable to the proposed conservatee: LJ2(43 (J4 [LoJ4¢ £15 (l6 (specity reasons each item is not applicable): Reasons specified in Attachment 8.
9. Number of pages attached: __ I DECLARATION

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

Date: July £, 2019 John Doe > (TYPE OR PRINT NAME) (SIGNATURE OF PETITIONER) GC-812 [Rev. January 1, 2001] CONFIDENTIAL SUPPLEMENTAL INFORMATION Page four of four {Probate Conservatorship)

. SAMPLE CONFIDENTIAL (DO NOT ATTACH TO PETITION) GC-314 ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address): FOR COURT USE ONLY John Doe Self-Represented 1234 South Stree Santa Ana, CA 92701 TELEPHONE NO; 714-567-8910 FAX NO, (Optional): E-MAIL ADDRESS (Optona): jandjdoe@email.com ATTORNEY FOR (Name): Pro Per SUPERIOR COURT OF CALIFORNIA, COUNTY OF Orange street aporess: 700 Civic Center Drive West mawne aporess: 700 Civic Center Drive West cry ann zip cove: Santa Ana, CA 92701 BRANCH NAME: CENTRAL JUSTICE CENTER CONSERVATORSHIP OF CASE NUMBER: (Name): Jack Doe A.K.A, John Doe, Jr. 30-2019-000000 PROPOSED CONSERVATEE CONFIDENTIAL CONSERVATOR SCREENING FORM HEARING DATE AND TIME: DEPT.: Conservatorship of [VY] Person [/] Estate [7] Limited Conservatorship |July 23, 2019 at 1:45PM The proposed conservator must complete and sign this form. The person requesting appointment of a conservator must submit the completed and signed form to the court with the conservatorship petition. This form must remain confidential. How This Form Will Be Used This form is confidential and will not be a part of the public file in this case. Each proposed conservator must complete and sign a separate copy of this form under rule 7.1050 of the California Rules of Court. The information provided in this form will be used by the court and by the persons and agencies designated by the court to assist the court in determining whether fo appoint the proposed conservator as conservator. The proposed conservator must respond to each item. 3. a. Proposed conservator (name): John Doe b. Date of birth: December 22, 1972 c. Social security number: 111-11-1111 d. Driver's license number: F5677777 State: CA. @. Telephone numbers: Home: 714-567-8910 Work: Other: a. | am related to the proposed conservatee as (specify relationship): b. | have personally known the proposed conservatee for: 17 years, 4 months. [] Iwas Iwas not nominated as conservator ofthe [] person [[_] estate of the proposed conservatee, by [] the proposed conservatee. [] the spouse or registered domestic partner of the proposed conservatee. [} a parent of the proposed conservatee. (if you checked Iwas, provide documentation in Attachment 3.) a. {] 1am the spouse of the proposed conservatee. C__| Ihave [-] ihavenot _ filed for legal separation, dissolution of marriage, annulment, or adjudication of nullity of the marriage. (if you checked I 5 1 26 1 5 16 1325 1541 71 23 70.508476 have,” 4 1 26 1 6 0 279 1570 271 25 -1 5 1 26 1 6 1 279 1570 77 24 96.290329 explain 5 1 26 1 6 2 363 1571 19 19 96.299171 in 5 1 26 1 6 3 389 1571 127 19 96.303337 Attachment 5 1 26 1 6 4 523 1571 27 24 96.154633 4.) 4 1 26 1 7 0 164 1608 658 25 -1 5 1 26 1 7 1 164 1608 17 20 84.007423 b. 5 1 26 1 7 2 279 1608 3 19 64.264412 | 5 1 26 1 7 3 291 1613 33 14 64.264412 am 5 1 26 1 7 4 333 1609 32 19 96.868134 not 5 1 26 1 7 5 373 1608 33 20 96.908287 the 5 1 26 1 7 6 414 1613 80 20 96.849045 spouse 5 1 26 1 7 7 501 1608 21 20 96.411751 of 5 1 26 1 7 8 529 1609 34 19 96.860794 the 5 1 26 1 7 9 572 1609 102 24 93.145218 proposed 5 1 26 1 7 10 683 1610 139 19 90.974846 conservatee. 4 1 26 1 8 0 164 1642 1297 31 -1 5 1 26 1 8 1 164 1652 17 15 90.818741 a. 5 1 26 1 8 2 203 1642 52 27 52.112282 [] 5 1 26 1 8 3 280 1647 45 20 63.355236 lam 5 1 26 1 8 4 333 1647 33 20 93.494949 the 5 1 26 1 8 5 375 1647 108 25 96.769310 registered 5 1 26 1 8 6 493 1648 99 19 96.439018 domestic 5 1 26 1 8 7 600 1649 79 23 96.470161 partner 5 1 26 1 8 8 686 1648 21 19 96.470161 of 5 1 26 1 8 9 712 1648 34 20 96.637436 the 5 1 26 1 8 10 755 1649 101 24 90.361786 proposed 5 1 26 1 8 11 865 1650 139 19 88.511604 conservatee. 5 1 26 1 8 12 1034 1644 52 28 83.235497 [] 5 1 26 1 8 13 1103 1650 3 19 0.000000 1 5 1 26 1 8 14 1116 1650 69 20 0.000000 donot 5 1 26 1 8 15 1219 1645 52 28 0.000000 [-~] 5 1 26 1 8 16 1293 1651 39 19 33.964890 1do 5 1 26 1 8 17 1369 1651 65 20 36.996876 intend 5 1 26 1 8 18 1442 1653 19 18 68.934135 to 4 1 26 1 9 0 277 1679 1269 30 -1 5 1 26 1 9 1 277 1679 101 19 96.879166 terminate 5 1 26 1 9 2 387 1684 31 20 96.986961 my 5 1 26 1 9 3 427 1679 99 20 95.880676 domestic 5 1 26 1 9 4 534 1679 123 26 96.288414 partnership 5 1 26 1 9 5 665 1680 43 19 96.985825 with 5 1 26 1 9 6 716 1680 34 20 96.916542 the 5 1 26 1 9 7 759 1681 101 24 93.028000 proposed 5 1 26 1 9 8 869 1682 139 19 92.490837 conservatee. 5 1 26 1 9 9 1025 1682 24 24 75.939034 (If 5 1 26 1 9 10 1052 1687 40 19 96.972443 you 5 1 26 1 9 11 1099 1682 94 19 93.247147 checked 5 1 26 1 9 12 1202 1682 13 20 72.710655 ! do," explain in Attachment 5.) b. [__] | ama former domestic partner of the proposed conservatee. My domestic partnership with the proposed conservatee was terminated on (date): . {Explain circumstances in Attachment 5.) c. | am neither a current nor former domestic partner of the proposed conservatee. a. [] tdo [_] Idonot owe money or have a financial obligation to the proposed conservatee. {if you checked I 5 1 26 1 14 5 399 1851 46 23 95.157936 do,“ 5 1 26 1 14 6 451 1851 77 24 96.339920 explain 5 1 26 1 14 7 536 1851 19 19 96.627235 in 5 1 26 1 14 8 562 1851 129 20 96.354233 Attachment 5 1 26 1 14 9 698 1852 26 24 75.089638 6.) 4 1 26 1 15 0 163 1882 1261 31 -1 5 1 26 1 15 1 163 1886 18 20 53.263367 b. 5 1 26 1 15 2 205 1885 41 20 92.208466 The 5 1 26 1 15 3 255 1886 98 24 84.495872 proposed 5 1 26 1 15 4 362 1887 134 18 82.643677 conservatee 5 1 26 1 15 5 535 1882 53 27 82.185219 [__] 5 1 26 1 15 6 609 1886 52 19 96.735420 does 5 1 26 1 15 7 771 1887 52 19 96.526115 does 5 1 26 1 15 8 833 1888 33 19 81.439644 not 5 1 26 1 15 9 901 1893 44 14 81.439644 owe 5 1 26 1 15 10 955 1893 72 20 96.695953 money 5 1 26 1 15 11 1035 1893 21 14 95.398773 or 5 1 26 1 15 12 1064 1888 52 20 96.512024 have 5 1 26 1 15 13 1118 1883 12 34 95.792191 a 5 1 26 1 15 14 1144 1889 91 19 95.792191 financial 5 1 26 1 15 15 1244 1889 105 24 96.779350 obligation 5 1 26 1 15 16 1357 1890 20 19 96.779350 to 5 1

1888 33 19 81.439644 not

5 1 26 1 15 9 901 1893 44 14 81.439644 owe 5 1 26 1 15 10 955 1893 72 20 96.695953 money 5 1 26 1 15 11 1035 1893 21 14 95.398773 or 5 1 26 1 15 12 1064 1888 52 20 96.512024 have 5 1 26 1 15 13 1118 1883 12 34 95.792191 a 5 1 26 1 15 14 1144 1889 91 19 95.792191 financial 5 1 26 1 15 15 1244 1889 105 24 96.779350 obligation 5 1 26 1 15 16 1357 1890 20 19 96.779350 to 5 1 26 1 15 17 1386 1895 38 14 96.882164 me. 4 1 26 1 16 0 206 1918 530 26 -1 5 1 26 1 16 1 206 1918 24 25 77.833977 {if 5 1 26 1 16 2 233 1923 39 19 96.565994 you 5 1 26 1 16 3 279 1918 92 19 93.282951 checked 5 1 26 1 16 4 379 1918 78 23 87.218224 “does, explain in Attachment 6.) c. L_] tam lamnot an agent for a creditor of the proposed conservatee, if you checked I 5 1 28 1 1 5 397 1990 53 22 96.402191 am, explain in Attachment 6.) Page 1 of 2 d for Mandatory U: Probate Coda, , 1811, rovicile Cough of Caroma CONFIDENTIAL CONSERVATOR SCREENING FORM eee ose, BS OO 2540, GC-314 (Rev, July 1, 2009] (Probate—Guardianships and Conservatorships) Cal. Rules of Court, rule 7.1050 www.courtinfo.ca.gov

SAMPLE CONFIDENTIAL so CONSERVATORSHIP OF (Name): CASE NUMBER:

| Jack Doe A.K.A. John Doe, Ir. 30-2019-000000

PROPOSED CONSERVATEE GC-314 7. [] thave ! have not _ filed for bankruptcy protection within the last 10 years. (if you checked ! 5 1 8 1 1 21 1345 308 73 23 88.796883 have,” 5 1 8 1 1 22 1431 308 76 25 95.779434 explain 5 1 8 1 1 23 1515 309 18 19 96.822052 in 4 1 8 1 2 0 550 338 160 25 -1 5 1 8 1 2 1 550 338 128 20 96.623650 Attachment 5 1 8 1 2 2 686 338 24 25 96.086418 7.) 4 1 8 1 3 0 415 375 1167 28 -1 5 1 8 1 3 1 415 375 2 19 73.170181 I 5 1 8 1 3 2 429 375 51 20 73.170181 have 5 1 8 1 3 3 489 376 33 19 67.356476 not 5 1 8 1 3 4 552 375 52 20 81.104439 been 5 1 8 1 3 5 613 375 103 20 95.419624 convicted 5 1 8 1 3 6 725 376 22 19 96.840363 of 5 1 8 1 3 7 753 381 12 14 96.240952 a 5 1 8 1 3 8 773 376 65 25 96.240952 felony 5 1 8 1 3 9 847 381 21 15 96.867874 or 5 1 8 1 3 10 876 377 38 19 96.576790 had 5 1 8 1 3 11 923 382 13 14 95.521179 a 5 1 8 1 3 12 943 377 65 24 95.521179 felony 5 1 8 1 3 13 1016 377 107 24 96.955841 expunged 5 1 8 1 3 14 1131 377 48 20 96.865700 from 5 1 8 1 3 15 1189 383 31 19 96.725227 my 5 1 8 1 3 16 1228 377 74 20 96.540848 record. 5 1 8 1 3 17 1313 378 24 24 88.500526 (if 5 1 8 1 3 18 1341 383 41 20 96.494934 you 5 1 8 1 3 19 1390 379 92 20 96.685219 checked 5 1 8 1 3 20 1491 380 12 19 61.489429 | have,” explain in Attachment 8.) thave not been charged with, arrested for, or convicted of embezzlement, theft, or any other crime involving the taking of property. (if you checked I 5 1 8 1 6 10 1104 478 71 23 94.918549 have, explain in Attachment 9.) Thave not been charged with, arrested for, or convicted of a crime involving fraud, conspiracy, or misrepresentation of information. (if you checked | 5 1 8 1 8 8 1123 548 71 23 84.892899 have, explain in Attachment 10.)

|have not been charged with, arrested for, or convicted of any form of elder abuse or neglect.

(If you checked ! 5 1 8 1 10 5 750 616 70 24 96.309151 have, explain in Attachment 11.) Thave not had a restraining order or protective order filed against me in the last 10 years. (if you checked I 5 1 8 1 12 5 749 686 71 23 95.436752 have,” 5 1 8 1 12 6 826 686 77 25 95.833984 explain 5 1 8 1 12 7 910 687 19 19 96.443893 in 5 1 8 1 12 8 936 687 125 20 96.399879 Attachment 5 1 8 1 12 9 1070 687 38 25 96.378059 12.) 4 1 8 1 13 0 414 720 999 25 -1 5 1 8 1 13 1 414 720 88 20 90.227455 lamnot 5 1 8 1 13 2 551 721 89 24 40.616718 required 5 1 8 1 13 3 648 722 21 18 96.836708 to 5 1 8 1 13 4 678 721 81 24 93.999222 register 5 1 8 1 13 5 767 726 24 14 93.999222 as 5 1 8 1 13 6 799 726 13 15 96.311424 a 5 1 8 1 13 7 821 726 37 15 96.604057 sex 5 1 8 1 13 8 865 721 91 20 96.166153 offender 5 1 8 1 13 9 964 722 62 20 96.760750 under 5 1 8 1 13 10 1033 722 102 20 96.389626 California 5 1 8 1 13 11 1144 723 62 19 96.950768 Penal 5 1 8 1 13 12 1215 723 57 19 96.972633 Code 5 1 8 1 13 13 1281 723 76 20 96.971931 section 5 1 8 1 13 14 1366 724 47 19 82.061699 280. 4 1 8 1 14 0 551 753 538 27 -1 5 1 8 1 14 1 551 753 25 25 78.406250 (If 5 1 8 1 14 2 579 758 40 20 96.096214 you 5 1 8 1 14 3 627 754 93 19 96.096214 checked am,” explain in Attachment 13.)

| have not previously been appointed conservator, executor, or fiduciary in another proceeding.

(lf you checked I 5 1 8 1 16 5 749 822 71 23 86.538040 have, explain in Attachment 14.)

| have not been removed or resigned as a conservator, guardian, executor, or fiduciary in any other case,

(lf you checked I 5 1 8 1 18 5 749 891 71 24 86.543526 have, explain in Attachment 15.) { have or may have (do nothave an adverse interest that the court may consider fo be a risk to, or to have an effect on, my ability to faithfully perform the duties of conservator. (if you checked | 5 1 8 1 20 16 1471 968 52 19 96.841484 have 5 1 8 1 20 17 1531 973 25 15 96.889526 or 4 1 8 1 21 0 550 998 416 25 -1 5 1 8 1 21 1 550 1003 48 19 95.846092 may 5 1 8 1 21 2 604 998 71 23 76.944054 have, explain in Attachment 16.) lam lamnot a private professional fiduciary, as defined in Business and Professions Code section 6501 (f). , (if you checked ! 5 1 8 1 23 6 749 1066 50 23 90.598007 am, respond to item 18. If you checked I 5 1 8 1 23 15 1221 1073 33 14 94.256241 am 5 1 8 1 23 16 1261 1068 51 22 94.256241 not, go to item 19.) lam lamnot currently licensed by the Professional Fiduciaries Bureau of the Department of Consumer Affairs. My license status and information is stated in item 1 on page 1 of the Professional Fiduciary Attachment signed by me and attached to the petition that proposes my appointment as conservator in this matter. (Complete and sign the Professional Fiduciary Attachment and attach it to the petition, or deliver it to the petitioner for attachment, before the petition is filed. See item 3c(7) of the petition. Use form GC-210(A-PF}/GC-310(A-PF) for this attachment.) lam lamnot a responsible corporate officer authorized to act for (name of corporation):

| have | have

10. [have
11. t have
12. | have
13. lam
14. | have 15, t have

17, UU GUHUUODUGoDOO 18. [J 19. a California nonprofit charitable corporation that meets the requirements for appointment as conservator of the proposed conservatee under Probate Code section 2104. | certify that the corporation's articles of incorporation specifically authorize it to accept appointments as conservator. (If you checked ! 5 1 24 1 4 6 901 1489 50 22 94.726601 am, explain the circumstances of the corporation's care of, counseling of, or financial assistance to the proposed conservatee in Attachment 19.) 20, Do you, or does any other person living in your home, have a social worker or parole or probation officer assigned to him or her? (__] Yes No (if you checked “Yes," explain in Attachment 20 and provide the name, address, and telephone number of each social worker, parole officer, or probation officer.) DECLARATION I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Date: July 1, 2019 John Doe > (TYPE OR PRINT NAME OF PROPOSED CONSERVATOR) (SIGNATURE OF PROPOSED CONSERVATOR)* *Each proposed conservator must fill out and file a separate screening form. 66-314 [Rev, July 1, 2008] CONFIDENTIAL CONSERVATOR SCREENING FORM Page 2 of 2 (Probate—Guardianships and Conservatorships)

SAMPLE GC-320 ATTORNEY OR PARTY WITHOUT ATTORNEY: STATE BAR NO.: FOR COURT USE ONLY Name: John Doe FIRM NAME: Self-Represented STREET ADDRESS: 1234 South Street cry: Santa Ana STATE: CA ZIP CODE: 92701 TELEPHONE NO.: 714-567-8910 FAX NO.: E-MAILADDRESS: jandjdoe@email.com ATTORNEY FOR (name): Pro Per SUPERIOR COURT OF CALIFORNIA, COUNTY OF Orange STREET AODRESS: 700 Civic Center West MAILING ADDRESS: 700 Civic Center West city aNDzip cope: ~~ Santa Ana, CA 92701 BRANCH NAME: CENTRAL JUSTICE CENTER CONSERVATORSHIP OF THE [x] PERSON ESTATE of (name): Jack Doe A.K.A. John Doe, Jr. PROPOSED CONSERVATEE CITATION FOR CONSERVATORSHIP 30-2019-000000 Limited Conservatorship THE PEOPLE OF THE STATE OF CALIFORNIA, To (name): Jack Doe A.K.A. John Doe, Jr. 4. You are hereby cited and required to appear at a hearing in this court on a. Date: July 23, 2019 Time: 1:45PM Dept.: C8 [7] Room: b. Address of court: same as noted above [] other (specify): and to give any legal reason why, according to the verified petition filed with this court, you should not be found to be unable to provide for your personal needs [C] unable to manage your financial resources and by reason thereof, why the following person should not be appointed [] conservator limited conservator of your person estate (name): Jeck Doe A.K.A. John Doe, Jr. 2. Aconservatorship of the person may be created for a person who is unable properly to provide for his or her personal needs for physical health, food, clothing, or shelter. A conservatorship of the property (estate) may be created for a person who is unable to tesist fraud or undue influence, or who is substantially unable to manage his or her own financial resources. Substantial 5 1 19 1 3 20 1487 1347 89 24 94.836311 inability may not be proved solely by isolated incidents of negligence or improvidence. 3. At the hearing a conservator may be appointed for your person [x] estate. The appointment may affect or transfer to the conservator your right to contract, to manage and control your property, to give informed consent for medical treatment, to fix your place of residence, and to marry. 4. You may be disqualified from voting if you are found to be incapable of communicating, with or without reasonable accommodations, a desire to participate in the voting process. You will not be disqualified from voting on the basis that you do, or would need to do, any of the following to complete an affidavit of voter registration: a. Sign the affidavit of voter registration with a mark or a cross, pursuant to Section 2150(b) of the Elections Code; b. Sign the affidavit of voter registration by means of a signature stamp pursuant to Section 354.5 of the Elections Code; c. Complete the affidavit of voter registration with the assistance of another person pursuant to Section 2150(d) of the Elections Code; or d. Complete the affidavit of voter registration with reasonable accommodations. 5. The judge or the court investigator will explain to you the nature, purpose, and effect of the proceedings and answer questions concerning the explanation. CONTINUED ON PAGE 2. THE CLERK'S SEAL IS ALSO ON THAT PAGE. Page 1 of3 Form Adapted for Mandatory Use CITATION FOR CONSERVATORSHIP Probate Code, § 1823 Judicial Council of Catifomia GC-320 www.couits.ca.gov {Rev. July 1, 2016] (Probate—Guardianships and Conservatorships)

‘SAMPLE CONSERVATORSHIP OF THE of (name): — GC-320 PERSON [3c] ESTATE CASE NUMBER: Jack Doe A.K.A. John Doe, Jr.| 30-2019-000000 PROPOSED CONSERVATEE 6. You have the right to appear at the hearing and oppose the petition. You have the right to hire an attorney of your choice to tepresent you. The court will appoint an attorney to represent you if you are unable to retain one. You must pay the cost of that attorney if you are able. You have the right to a jury trial if you wish. 7. (For limited conservatorship only) In addition to the rights stated in item 6 above, you have the right to oppose the petition in part by objecting to any or all of the requested duties or powers of the limited conservator. Date: (SEAL) Clerk, by , Deputy Assistive listening systems, computer-assisted real-time captioning, or sign language interpreter services are available upon request if at least 5 days notice is provided. Contact the clerk's office for Request for Accommodations by Persons With Disabilities and Order (form MC-410). (Civil Code section 54.8.) GC-320 [Rev. July 4, 2016] CITATION FOR CONSERVATORSHIP Page 20f3 (Probate—Guardianships and Conservatorships)

7 oT GC-320 CONSERVATORSHIP OF THE PERSON ESTATE CASE NUMBER: of (name): Jack Doe A.K.A. John Doe, ur.| 30-2019-000000 PROPOSED CONSERVATEE PROOF OF SERVICE . Atthe time of service | was at least 18 years of age and not a party to this proceeding. | served copies of the Citation for Conservatorship and the Petition for Appointment of Probate Conservator (form GC-310) as follows: 2. a. Person cited (name): Jack Doe A.K.A. John Doe, Jr. b. Person served: (1) person in item 2a (2) [7] other (specify name and title or relationship to the person named in item 2a): c. Address (specify): 1234 South Street Santa Ana, CA 92701 3. | served the person named in item 2 a. by personally delivering the copies (1) on (date): July 1, 2019 (2) at (time): 11:00 AM b. [] by mailing the copies to the person served, addressed as shown in item 2c, by first-class mail, postage prepaid, (1) on (date): (2) from (city): (3) [7] with two copies of the Notice and Acknowledgment of Receipt-—Civil and a postage-paid return envelope addressed to me. (Attach completed Notice and Acknowledgment of Receipt—Civil (form POS-015).) (4) [[] to an address outside California with return receipt requested. (Attach completed return receipt.) c. [-] other (specify other manner of service, and the authorizing code section and order of the court): 4, a. Person serving (name, address, and telephone number): . {] Fee for service: $ X | Not a registered California process server. Exempt from registration under Business and Professions Code section 22350(b). . [] Registered California process server. (1) [_] Employee or independent contractor. (2) Registration no. (specify): (83) County (specify): (4) Expiration (date): poor 5. | declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. 6, [] | ama California sheriff or marshal and | certify that the foregoing is true and correct. » Date: (SIGNATURE OF PERSON SERVING) GC-820 [Rev. July 1, 2016] CITATION FOR CONSERVATORSHIP Page 3 of 3 (Probate—Guardianships and Conservatorships)

SAMPLE GC-020 ATTORNEY OR PARTY WITHOUT ATTORNEY (Namo, State Bar number, and address); FOR COURT USE ONLY John Doe

| Self-Represented

1234 South Street Santa Ana, CA 92701 TELEPHONE NO.: 7 1 4.567-8 9 1 0 FAX NO. (Optional): EMAIL ADDRESS (Optional: jandjdoe@email.com ATTORNEY FOR (Name): Pro Per SUPERIOR COURT OF CALIFORNIA, COUNTY OF Orange streetappress: 700 Civic Center Drive West maine appress: 700 Civic Center Drive West cry anozipcove: Santa Ana, CA 92701 BRANCH NAME: CENTRAL JUSTICE CENTER [] euarDIANsHiP CONSERVATORSHIP OF THE PERSON ESTATE OF (Name); Jack Doe A.K.A. John Doe, Jr. ([] minor (PROPOSED) CONSERVATEE CASE NUMBER: NOTICE OF HEARING—GUARDIANSHIP OR CONSERVATORSHIP 30-2019-000000 This notice is required by law. This notice does not require you to appear in court, but you may attend the hearing if you wish. NOTICE is given that (name): John Doe (representative capacity, if any): has filed (specify): Petition of Limited Conservatorship of Person and Estate You may refer to documents on file in this proceeding for more information. (Some documents filed with the court are confidential. Under some circumstances you or your atlomey may be able to see or receive copies of confidential documents if you file papers in the proceeding or apply to the court.) [] Probate Code section 2108 [] Probate Code section 2590, Powers requested are [| specifiedbelow [] specified in Attachment 3. 4. AHEARING on the matter will be held as follows: [) The petition includes an application for the independent exercise of powers by a guardian or conservator under a, Date: July 23, 2019 Time: 1:45PM Dept. C8 [_] Room: b. Address of court same as noted above [| is (specify): Assistive listening systems, computer-assisted real-time captioning, or sign language interpreter services are available upon request if at least 5 days notice is provided. Contact the clerk's office for Request for Accommodations by Persons with Disabilities and Order (form MC-410). (Civil Code section 54.8.)

Form Adopted for Mandatory Use NOTICE OF HEARING—-GUARDIANSHIP OR CONSERVATORSHIP Judicial Council of California ~ . ; GC-020 [Rev. July 1, 2005] {Probate—Guardianships and Conservatorships) Probate Code, §§ 1264, 1460-1469, 1611, 1822 www.courtinfo.ca.gov

‘SAMPLE LJ] GuarpiANsHIP CONSERVATORSHIP OF THE PERSON ESTATE | CASENUMBER:

| OF (amo): Jack Doe A.K.A. John Doe, Jr. 30-2019-000000

[] minor (PROPOSED) CONSERVATEE NOTE: * A copy of this Notice of Hearing—Guardianship or Conservatorship ("Notice") must be served on—delivered to—each person who has the right under the law to be notified of the date, time, place, and purpose of a court hearing in a guardianship or conservatorship. Copies of this Notice may be served by mail in most situations. In a guardianship, however, copies of this Notice must sometimes be personally served on certain persons; and copies of this Notice may be personally served instead of served by mail in both guardianships and conservatorships. The petitioner (the person who requested the court heating) may not personally perform either service by mail or personal service, but must show the court that copies of this Notice have been served in a way the law allows. The petitioner does this by arranging for someone else to perform the service and complete and sign a proof of service, which the petitioner then files with the original Notice. This page contains a proof of service that may be used only to show service by mail. To show personal service, each person who performs the service must complete and sign a proof of personal service, and each signed copy of that proof of service must be attached to this Notice when it is filed with the court. You may use form GC-020(P) to show personal service of this Notice.

• (This Note replaces the clerk's certificate of posting on prior versions of this form. if notice by posting is desired, attach a copy of form GC-020(C), Clerk's Certificate of Posting Notice of Hearing—Guardianship or Conservatorship. (See Prob. Code, § 2543(c).) PROOF OF SERVICE BY MAIL lam over the age of 18 and not a party to this cause. | am a resident of or employed in the county where the mailing occurred, My residence or business address is (specify): 1234 South Street Santa Ana, 92701

3. I served the foregoing Notice of Hearing—Guardianship or Conservatorship 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. 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. No a. Date mailed: July 1, 2019 b. Place mailed (city, state); Santa Ana, CA
4. | served with the Notice of Hearing—Guardianship or Conservatorship a copy of the petition or other document referred to in the Notice. .

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

Date: July 1, 2019 John Doe > (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 of person served Address (number, street, city, state, and zip code) o Regional Center of Orange 1525 N. Tustin Ave. County Santa Ana, CA 92705 2. Ms. Jane Doe 1234 South Street Santa Ana, CA 92701 3. Ms, June Doe 1234 South Street Santa Ana, CA 92701 4 /Ms, Maria Parton 57 North Street Santa Ana, CA 92701 Continued on an attachment. (You may use form DE-120(MA)/GC-020(MA) fo show additional persons served.) 66-020 [Rev. July 1, 2008] NOTICE OF HEARING—GUARDIANSHIP OR CONSERVATORSHIP Pago 2 of 2 (Probate—Guardianships and Conservatorships)

_ SAMPLE DE-120(MA)/GC-020(MA) (] estate [] GUARDIANSHIP CONSERVATORSHIP [7] MATTER OF | CASE NUMBER: (Name): Jack Doe A.K.A. John Doe, Jr. 30-2019-000000 ATTACHMENT TO NOTICE OF HEARING PROOF OF SERVICE BY MAIL (This Attachment is for use with forms DE-120 and GC-020.) NAME AND ADDRESS OF EACH PERSON TO WHOM NOTICE WAS MAILED No. Name of person served Address (number, street, city, state, and zip code, 5 Ms. Penelope Cruz 1525 N. Tustin Ave. a Santa Ana, CA 92701 6 Mr, Mike Cruz 36 Tree St. — Orange, CA 92856 7 Ms. Penny Cruz 36 Tree St. —_ Orange, CA 92856 8 Mr. Mateo Cruz 36 Tree St. i Orange Ca, 92856 9 Public Defender Office 600 W. Santa Ana Ave. ~~ Santa Ana, CA 92701 pagel ol. ries Cosel of Galfomia ATTACHMENT TO NOTICE OF HEARING PROOF OF SERVICE BY MAIL wrs.courtho.cagov DE-120(MAYGC-020(MA) (Probate—Decedents' Estates and Guardianships and Conservatorships) [New July 4, 2008]

SAMPLE GC-340 ATTORNEY OR PARTY WITHOUT ATTORNEY: STATE BAR NO.: NAME: John Doe FIRM NAME: STREET ADDRESS: 1234 South St. cry: Santa Ana STATE: CA ZIP CODE: 92701 TELEPHONE NO. 741-567-8910 FAX NO.: E-MAILADDRESS: jandjdoe@email.com ATTORNEY FOR (name): Self-Represented SUPERIOR COURT OF CALIFORNIA, COUNTY OF Orange STREET ADDRESS: 700 Civic Center Drive West MAILING ADDRESS: 700 Civic Center Drive West CITY AND ZIP coDE: ~~ Santa Ana, CA 92701 BRANCH NAME: GENTRAL JUSTICE CENTER CONSERVATORSHIP OF (name): Jack Doe A.K.A. John Doe, Jr. FOR COURT USE ONLY CONSERVATEE, ORDER APPOINTING [_] SUCCESSOR CASE NUMBER: PROBATE CONSERVATOR OF THE PERSON ESTATE 30-2018-000000 Limited Conservatorship WARNING: THIS APPOINTMENT IS NOT EFFECTIVE UNTIL LETTERS HAVE ISSUED.

1. The petition for appointment of [-“] successor conservator came on for hearing as follows (check boxes ¢, d, e, and f or g to indicate personal presence): a. Judicial officer (name): Judge Kim Hubbard Hearing date: Time: 1:45PM Dept.: C8 [= ]Room: . X] Petitioner (name): John Doe d. {] Attorney for petitioner (name): 6 . [3X] Attorney for [—] person cited [x] the conservatee on petition to appoint successor conservator: (Name): Public Defender Office (Telephone): (657) 251-6090 (Address): 600 W. Santa Ana Ave. Santa Ana, CA 92701 es fF. Person cited was present. (] unable to attend. [] able but unwilling to attend. [] out of state. g. The conservatee on petition to appoint successor conservator was present. [] not present, THE COURT FINDS
2. All notices required by law have been given.
3. Granting the conservatorship is the least restrictive alternative needed for the protection of the conservatee. 4, (Name): Jack Doe A.K.A. John Doe, Jr. a. is unable properly to provide for his or her personal needs for physical health, food, clothing, or shelter, b. (J |s substantially unable to manage his or her financial resources or to resist fraud or undue influence. c. [_] has voluntarily requested appointment of a conservator and good cause has been shown for the appointment.
4. The conservatee a. [] is an adult, b, will be an adult on the effective date of this order, c. [] is a married minor. d. [__] is a minor whose marriage has been dissolved.
5. There is no form of medical treatment for which the conservatee has the capacity to give an informed consent. [_{] The conservatee is an adherent of a religion defined in Probate Code section 2355(b).
6. (] Granting the (] successor conservator powers to be exercised independently under Probate Code section 2590 is to the advantage and benefit and in the best interest of the conservatorship estate.
7. [__] The conservatee cannot communicate, with or without reasonable accommodations, a desire to participate in the voting process. Do NOT use this form for a temporary conservatorship. Page 1 of 3 Form Adopted for Mandatory Use re) RDER APPOINTIN G PROBATE CONSERVATOR Probate Code, §§ 1830, 2688 Judicial Councll of Califomla a . : www. courts. ca.gov GO-240 [Rev. January 15, 2016} (Probate—Guardianships and Conservatorships)

SAMPLE GC-340 CONSERVATORSHIP OF CASE NUMBER: (name): Jack Doe A.K.A, John Doe, Jr.) 30-2019-000000 CONSERVATEE 9. [] The conservatee has dementia as defined in Probate Code section 2356.5, and the court finds all other facts required to make the orders specified in item 28. 10.[-] Attorney (name): has been appointed by the court as legal counsel to represent the conservatee in these proceedings. The cost for representation is: $ The conservatee has the ability topay [] all [] none {] aportion ofthis sum (specify): $ 11.[77] The conservatee need not attend the hearing. 12.[—] The appointed court investigator is (name): (Address and telephone): 13, [©] (For limited conservatorship only) The limited conservatee is developmentally disabled as defined in Probate Code section 1420. 14.[-] The [] successor conservator Is a professional fiduciary as defined by Business and Professions Code section 6501(f). 15.[] The [] successor conservator holds a valid, unexpired, unsuspended license as a professional fiduciary issued by the Professional Fiduciaries Bureau of the California Department of Consumer Affairs under chapter 6 (commencing with section 6500) of division 3 of the Business and Professions Code. License no.: Issuance or last renewal date: Expiration date: 16. (Either a, b, or c must be checked): a. The {__] successor conservator is not the spouse of the conservatee. b. [[7] The [[] successor conservator is the spouse of the conservatee and js not a party to an action or proceeding against the conservatee for legal separation, dissolution, annulment, or adjudication of nullity of their marriage. c. [] The [] successor conservator is the spouse of the conservatee and is a party to an action or proceeding against the conservatee for legal separation, dissolution, annulment, or adjudication of nullity of their marriage. It is in the best interest of the conservatee to appoint the spouse as [] successor conservator. 417, (Either a, b, or ¢ must be checked): a. The [~~] successor conservator is not the domestic partner or former domestic partner of the conservatee. b. [] The [-] successor conservator is the domestic partner of the conservatee and has neither terminated nor intends to terminate their domestic partnership. c. [-_] The [7] successor conservator is the domestic partner or former domestic partner of the conservatee and intends to terminate or has terminated their domestic partnership. It is in the best interest of the conservatee to appoint the domestic partner or former domestic partner as [] successor conservator. THE COURT ORDERS 18, a. (Name): John Doe, Jane Doe, and June Doe (Telephone): 714-567-8910 (Address): 1234 South St. Santa Ana, CA is appointed[] successor [] conservator limited conservator of the PERSON of (narne): Jack Doe A.K.A. John Doe, dr. and Letters of Conservatorship shall issue upon qualification. b. (Name): John Doe, Jane Doe, and June Doe (Telephone):7 114-867-8910 (Address): 1234 South St. Santa Ana, CA is appointed[—] successor [] conservator limited conservator of the ESTATE of (name): Jack Doe A.K.A. John Doe, Jr. and Letters of Conservatorship shall issue upon qualification. 19.[] The conservatee need not attend the hearing. 20.a. [] Bond is not required. b. [¢] Bond is fixed at: $120,000.00 to be furnished by an authorized surety company or as otherwise provided by law. c. [] Deposits of: $ are ordered to be placed in a blocked account at (specify institution and location): and receipts shall be filed. No withdrawals shall be made without a court order. [] Additional orders in attachment 20c. GC-340 [Rey, January 15, 2016] ORDER APPOINTING PROBATE CONSERVATOR Page 2 of 3 (Probate—Guardianships and Conservatorships)

' SAMPLE GC-340 CONSERVATORSHIP OF CASE NUMBER; (name): Jack Doe A.K.A. John Doe, Jr,| 30-2019-000000 CONSERVATEE 20. (cont. d. The [-] successor conservator is not authorized to take possession of money or any other property without a specific court order. . 21.[7] For legal services rendered, [—] conservatee [__] conservatee's estate shall pay the sum of. $ to (name): LJ forthwith [] as follows (specify terms, including any combination of payors): ([71 Continued in attachment 21. 22,[] The conservatee is disqualified from voting. 23, The conservatee lacks the capacity to give informed consent for medical treatment and the [7] successor conservator of the person is granted the powers specified in Probate Code section 2355. [7] The treatment shall be performed by an accredited practitioner of a religion as defined in Probate Code section 2355(b). 24.[%] The [] successor conservator of the estate is granted authorization under Probate Code section 2590 to exercise independently the powers specified in attachment 24 [] subject to the conditions provided. 25. [2<] Orders relating to the capacity of the conservatee under Probate Code sections 1873 or 1901 as specified in attachment 25 are granted. 26. [[X] Orders relating to the powers and duties of the [] successor conservator of the person under Probate Code oo sections 2351-2358 as specified in attachment 26 are granted. (Do not include orders under Probate Code section 2356.5 relating to dementia.) 27. [[X] Orders relating to the conditions imposed under Probate Code section 2402 onthe [7] successor conservator of the estate as specified in attachment 27 are granted. 28. a. The [(] successor conservator of the person is granted authority to place the conservatee in a care or nursing facility described in Probate Code section 2356.5(b). o. The [[] successor conservator of the person is granted authority to authorize the administration of medications appropriate for the care and treatment of dementia described in Probate Code section 2356.5(c). 29.[-_] Other orders as specified in attachment 29 are granted. 30.[] The probate referee appointed is (name and address): 3t. (For limited conservatorship only) Orders relating to the powers and duties of the [_.] successor limited conservator of the person under Probate Code section 2351.5 as specified in attachment 31 are granted. 32. (For limited conservatorship only) Orders relating to the powers and duties of the [] successor limited conservator of the estate under Probate Code section 1830(b) as specified in attachment 32 are granted. 33. (For limited conservatorship only) Orders limiting the civil and legal rights of the limited conservatee as specified In attachment 33 are granted. 34. [7] This order is effective on the [] date signed date minor attains majority (specify): April 15, 2020 35, Number of boxes checked in items 18-34: 10 36. Number of pages attached: 3 Date: JUDICIAL OFFICER SIGNATURE FOLLOWS LAST ATTACHMENT GC-240 {Rev. January 15, 2016] ORDER APPOINTING PROBATE CONSERVATOR Page 9 of 3 (Probate—Guardianships and Conservatorships)

|

‘SAMPLE MC-025 SHORT TITLE: CASE NUMBER: I Attachment 31 to Order Appointing Probate Conservator 30-2019-000000 ATTACHMENT (Number): 31 (This Attachment may be used with any Judicial Council form.) (1) To fix the residence or specific dwelling of hte limited conservatee. (2) Access to the confidential records and papers of the limited conservatee. (3) To consent or withhold consent to the marriage of, or the entrance into a registered domestic partnership by, the limited conservatee. (4) The right of the limited conservatee to contract. (5) The power of the limited conservatee to give or withhold medical consent. (6) The limited consertee's right to control his or her own social and sexual contacts and relationships/ (7) Decisions concerning the education of the limited conservatee. (if the item that this Attachment concerns is made under penalty of perjury, all statements in this Page | of 1 Attachment are made under penaity of perjury.) (Add pages as required) Form Approved for Optional Use ATT. ‘ACH M ENT www.courtinfo.ca.gov Judicial Counell of California aoe 4 MG-026 [Rev. July 1, 2009} to Judicial Council Form

SAMPLE Ot MC-025 “SHORT TITLE: CASE NUMBER:

| Attachment 32 to Order Appointing Probate Conservator 30-2019-000000

ATTACHMENT (Number): 32 (This Attachment may be used with any Judicial Council form.) (1) The properties of hie limited conservatee to which the limited conservator is entitled to possession and management, giving a description of the properties that will be sufficient to identify them. (2) The debts, rentals, wages, or other claims due to the limited conservatee which the limited conservator is entitled to collect, or file suit with respect to, ifnecessary, and thereafter to possess and manage. (3) The contractual or other obligations which the limited conservator may incur on behalf of the limited conservatee, (4) The claims against the limited conservator may incur on behalf of the limited conservatee. (5) Any other powers, limitations, or duties with respect to the care of the limited conservatee or the management of the property specified in this subdivision by the limited conservator which the court shall specifically and expressly grant. (if the item that this Attachment concerns is made under penalty of perjury, all statements in this Page 1 of 1 Attachment are made under penalty of perfury.) (Add pages as required) Form Approved for Optional Use ATTACHMENT. wew,courtinfo.ca,gov: Judicial Council of California oe . MC-026 [Rev. July 1, 2009] to Judicial Council Form

SAMPLE GC-341 ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, Stale Bar number, and adaress): FOR COURT USE ONLY John Doe

| 1234 South St.

Santa Ana, CA 92701 TeLePHONE No: 714-567-8910 FAX NO. (Optional): E-MAIL ADDRESS (Option): Jand doe@email.com ATTORNEY FOR (Name): Self-Represented SUPERIOR COURT OF CALIFORNIA, COUNTY OF Orange STREET ADDRESS: 7(}() Civic Center Drive West maline aboress: 70() Civic Center Drive West ctryaNozipcooe: Santa Ana, CA 92701 BRANCH NAME: CONSERVATORSHIP OF THE PERSON ESTATE OF (Name): Jack Doe A.K.A, Jonh Doe, Jr. CONSERVATEE CASE NUMBER: NOTICE OF CONSERVATEE'S RIGHTS 30-2019-000000 When a person becomes a conservatee, he or she does not necessarily lose the right to take part in important decisions affecting his or her property and way of life. Every conservatee has the right to be treated with understanding and respect and to have his or her wishes considered. Every conservatee has all basic human rights and the right to be well cared for by his or her conservator. The conservatee has the right to ask questions and to express concerns and complaints about the conservatorship and the actions of his or her conservator. The conservatee may ask the court to review the conservator's management of the conservatorship if disputes cannot be worked out between them. Even if the conservatee does not take direct action, the court will periodically send a person, called a court investigator, to visit the conservatee, to inquire about his or her circumstances and desires, and to advise the conservatee of his or her rights. The court also may appoint a lawyer to represent the conservatee. The conservatee will be allowed the greatest degree of freedom and privacy possible consistent with the underlying reasons for the conservatorship. The conservator should give as much regard to the wishes of the conservatee as possible under the circumstances so that the conservatee may function at the highest level his or her ability permits. The conservator must give due regard to the preferences of the conservatee and to encourage the conservatee's participation in decision-making. THE CONSERVATEE'S RIGHTS After appointment of a conservator, the conservatee keeps the right to: e Be represented by a lawyer; e Aska judge to replace the conservator; ® Aska judge to end the conservatorship; © Make or change his or her will; ¢ Directly receive and control his or her salary; and

• Control an allowance (an allowance is personal spending money the court has authorized the conservator to pay directly to the conservatee). (Conservatee's rights continued on next page) Page 4 of 4 Fo enero NOTICE OF CONSERVATEE'S RIGHTS Probate Cod, § 1890 GOO New. January 4, 2008] (Probate—Guardianships and Conservatorships)

SAMPLE GC-341 CONSERVATORSHIP OF THE PERSON ESTATE OF CASE NUMBER:

| (Name): Jack Doe A.K.A. Jonh Doe, Jr. 30-2019-000000

CONSERVATEE THE CONSERVATEE'’S RIGHTS (continued) Unless the court has limited or taken the right away, the conservatee also keeps the right to: ® Receive personal mail; ® Vote; ® Marry or enter into a registered domestic partnership; © Receive visits from family and friends; ©@ Make his or her own medical decisions; e Enter into transactions, to the extent reasonable to (1) provide the necessaries of life to the conservatee and his or her minor children, and (2) provide the necessaries of life to his or her spouse or basic living expenses to his or her registered domestic partner; © Engage in other activities the court expressly allows him or her to do, at the time of the conservator's appointment, or a later time following a court hearing on a request for authority to engage in the activity; and e Ifthe conservatee is a limited conservatee, to engage in any activity that the court has not expressly reserved to his or her limited conservator. {Proof of mailing on page 3) (Instructions for mailing on page 4) GC-341 [New January 1, 2008} NOTICE OF CONSERVATEE'S RIGHTS Page 2 of 4 (Probate—Guardianships and Conservatorships)

SAMPLE GC-341 CONSERVATORSHIP OF THE PERSON ESTATE OF (Name): Jack Doe A.K.A. Jonh Doe, Jr. CONSERVATEE CASE NUMBER: 30-2019-000000 PROOF OF MAILING 41. lam over the age of 18. | am the appointed conservator of the above-named conservatee, the conservator's attorney, or an employee of the conservator's attorney. | am a resident of or employed in the county where the mailing occurred. 2. My residence or business address is (specify): 1234 South Street, Santa Ana, CA 92701 3. [mailed the foregoing Notice of Conservatee's Rights to each person named below by enclosing a copy in an envelope addressed as shown below AND a. CJ depositing the sealed envelope on the date and at the place shown in item 4 with the United States Postal Service with the postage fully prepaid. b. 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 malling. 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: August 27,2019 b. Place mailed (city, state): Santa Ana, CA 5. Each copy of the Notice of Conservatee’s Rights was mailed with an attached conformed copy, showing the date of its filing and the judicial officer's signature, of the Order Appointing Probate Conservator filed in this matter on (date): August 26, 2019

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

Date: August 27, 2019 John Doe » (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 Address (number, street, city, stale, and zip code) to conservatee

5 1 50 1 3 2 194 1245 54 23 16.698694 lTack 5 1 50 1 3 3 256 1245 57 28 94.602150 Doe, 5 1 50 1 3 4 323 1245 89 23 19.321213 A.K.A. 5 1 50 1 3 5 423 1245 59 23 96.825241 John 5 1 50 1 3 6 491 1245 60 27 88.957657 Doe, 5 1 50 1 3 7 561 1245 29 23 96.563278 Jr. 5 1 50 1 3 8 700 1243 58 23 95.880020 1234 5 1 50 1 3 9 769 1243 71 24 96.939163 South 5 1 50 1 3 10 850 1244 31 22 96.258606 St. 4 1 50 1 4 0 698 1279 270 27 -1 5 1 50 1 4 1 698 1279 68 22 96.461288 Santa 5 1 50 1 4 2 774 1279 58 27 95.460709 Ana, 5 1 50 1 4 3 843 1279 43 22 95.349518 CA 5 1 50 1 4 4 895 1279 73 23 95.349518 92701 4 1 50 1 5 0 363 1325 135 18 -1 5 1 50 1 5 1 363 1325 135 18 92.031822 Conservatee 4 1 50 1 6 0 157 1377 17 19 -1 5 1 50 1 6 1 157 1377 17 19 94.320297 2. 4 1 50 1 7 0 193 1391 800 28 -1 5 1 50 1 7 1 193 1396 78 23 95.908218 Public 5 1 50 1 7 2 280 1395 116 24 96.440643 Defender 5 1 50 1 7 3 404 1396 81 23 96.854507 Office 5 1 50 1 7 4 697 1391 45 23 91.612274 600 5 1 50 1 7 5 753 1391 35 23 91.612274 W. 5 1 50 1 7 6 799 1391 68 23 96.481293 Santa 5 1 50 1 7 7 875 1391 53 23 96.390884 Ana 5 1 50 1 7 8 935 1391 58 23 90.477211 Ave. 4 1 50 1 8 0 698 1426 271 28 -1 5 1 50 1 8 1 698 1426 68 23 96.392418 Santa 5 1 50 1 8 2 774 1426 58 28 96.154709 Ana, 5 1 50 1 8 3 843 1427 43 22 96.698776 CA 5 1 50 1 8 4 895 1427 74 23 96.790016 92701 4 1 50 1 9 0 305 1466 258 23 -1 5 1 50 1 9 1 305 1466 86 23 91.336784 Attomey 5 1 50 1 9 2 398 1466 30 19 93.191589 for 5 1 50 1 9 3 435 1466 128 19 92.322556 conservatee 4 1 50 1 10 0 158 1521 16 18 -1 5 1 50 1 10 1 158 1521 16 18 95.024094 3. 4 1 50 1 11 0 234 1608 400 24 -1 5 1 50 1 11 1 234 1609 76 23 96.828323 Spouse 5 1 50 1 11 2 318 1613 20 14 96.711128 or 5 1 50 1 11 3 345 1608 104 24 96.634590 registered 5 1 50 1 11 4 457 1608 96 19 95.742668 domestic 5 1 50 1 11 5 560 1609 74 23 96.915070 partner 4 1 50 1 12 0 158 1668 724 32 -1 5 1 50 1 12 1 158 1668 16 18 77.718628 4. 5 1 50 1 12 2 194 1672 46 23 0.000000 Ms. 5 1 50 1 12 3 249 1672 54 23 96.906441 Jane 5 1 50 1 12 4 311 1672 51 22 96.942337 Doe 5 1 50 1 12 5 701 1676 58 23 96.956421 1234 5 1 50 1 12 6 769 1676 72 24 96.936844 South 5 1 50 1 12 7 851 1677 31 23 95.011108 St. 4 1 50 1 13 0 197 1713 773 45 -1 5 1 50 1 13 1 197 1733 130 24 94.740662 Relationship: 5 1 50 1 13 2 341 1708 5 54 67.568123 | 5 1 50 1 13 3 345 1735 94 23 91.384369 Mother 5 1 50 1 13 4 699 1713 68 22 95.806915 Santa 5 1 50 1 13 5 775 1713 58 27 95.454399 Ana, 5 1 50 1 13 6 844 1713 42 23 95.454399 CA 5 1 50 1 13 7 896 1713 74 23 96.604271 92701 4 1 50 1 14 0 157 1813 725 31 -1 5 1 50 1 14 1 157 1813 17 18 51.159767 5. 5 1 50 1 14 2 188 1809 4 42 25.344143 | 5 1 50 1 14 3 194 1818 45 23 25.344143 Ms. 5 1 50 1 14 4 249 1818 55 22 95.977654 June 5 1 50 1 14 5 313 1818 51 22 96.623138 Doe 5 1 50 1 14 6 701 1821 58 22 95.821884 1234 5 1 50 1 14 7 769 1820 71 24 95.821884 South 5 1 50 1 14 8 851 1821 31 23 92.782906 St. 4 1 50 1 15 0 305 1856 665 29 -1 5 1 50 1 15 1 305 1880 61 5 33.993893 a, 5 1 50 1 15 2 699 1856 68 23 96.507675 Santa 5 1 50 1 15 3 775 1856 59 28 96.176613 Ana, 5 1 50 1 15 4 844 1857 43 22 96.424759 CA 5 1 50 1 15 5 896 1856 74 24 96.784019 92701 4 1 50 1 16 0 196 1880 219 24 -1 5 1 50 1 16 1 196 1880 130 24 95.775398 Relationship: 5 1 50 1 16 2 333 1876 9 32 94.744492 | 5 1 50 1 16 3 344 1881 71 23 94.744492 Sister 4 1 50 1 17 0 250 1955 996 24 -1 5 1 50 1 17 1 250 1955 103 19 94.106079 Continued 5 1 50 1 17 2 361 1960 25 14 95.049591 on 5 1 50 1 17 3 394 1960 26 14 95.049591 an 5 1 50 1 17 4 429 1955 121 19 96.057617 attachment. 5 1 50 1 17 5 568 1955 48 23 95.799301 (You 5 1 50 1 17 6 623 1960 46 18 96.527756 may 5 1 50 1 17 7 676 1960 36 14 96.870728 use 5 1 50 1 17 8 721 1955 45 19 93.295097 form 5 1 50 1 17 9 775 1956 131 23 91.413612 GC-341(MA) 5 1 50 1 17 10 915 1956 18 18 96.980301 to 5 1 50 1 17 11 941 1955 55 19 96.952843 show 5 1 50 1 17 12 1003 1955 101 19 95.659088 additional 5 1 50 1 17 13 1111 1956 135 23 93.717003 addressees.) 4 1 50 1 18 0 155 2005 1406 26 -1 5 1 50 1 18 1 155 2006 51 14 41.443806 GC-344 5 1 50 1 18 2 213 2006 34 16 96.256958 [New 5 1 50 1 18 3 252 2005 114 17 96.403603 January 5 1 50 1 18 4 311 2001 13 37 94.574814 1, 5 1 50 1 18 5 332 2001 38 37 82.990005 2008] 5 1 50 1 18 6 621 2007 97 21 96.539848 NOTICE 5 1 50 1 18 7 727 2008 35 20 92.840736 OF 5 1 50 1 18 8 771 2008 221 20 91.085831 CONSERVATEE'S 5 1 50 1 18 9 1003 2008 96 20 95.704903 RIGHTS 5 1 50 1 18 10 1479 2015 82 16 96.422050 Page 5 1 50 1 18 11 1520 2004 6 34 93.642052 3 5 1 50 1 18 12 1534 2004 15 34 88.248329 of 5 1 50 1 18 13 1554 2004 9 34 88.248329 4 2 1 51 0 0 0 585 2044 549 24 -1 3 1 51 1 0 0 585 2044 549 24 -1 4 1 51 1 1 0 585 2044 549 24 -1 5 1 51 1 1 1 585 2044 284 24 23.512354 {Probate—Guardianships 5 1 51 1 1 2 877 2045 40 18 92.899849 and 5 1 51 1 1 3 927 2045 207 23 81.847878 Conservatorships) 2 1 52 0 0 0 1564 206 3 116 -1 3 1 52 1 0 0 1564 206 3 116 -1 4 1 52 1 1 0 1564 206 3 116 -1 5 1 52 1 1 1 1564 206 3 116 95.000000 2 1 53 0 0 0 1568 1226 4 706 -1 3 1 53 1 0 0 1568 1226 4 706 -1 4 1 53 1 1 0 1568 1226 4 706 -1 5 1 53 1 1 1 1568 1226 4 706 95.000000

_ SAMPLE GC-341 CONSERVATORSHIP OF THE PERSON ESTATE OF CASE NUMBER: (Name): Jack Doe A.K.A. Jonh Doe, Jr. 30-2019-000000 CONSERVATEE INSTRUCTIONS FOR MAILING COPIES OF NOTICE OF CONSERVATEE'S RIGHTS AND ORDER APPOINTING PROBATE CONSERVATOR 2 What to mail: The conservator, the conservators attorney, or the attorney's employee must mail a copy of this Notice of Conservatee's Rights, with an attached copy of the Order Appointing Probate Conservator showing the judicial officer's signature and the date of filing, to each person identified in item 2 below. Who must receive the mailing: The persons to whom copies of this Notice of Conservatee's Rights and the Order Appointing Probate Conservator must be mailed are: a. The conservatee; b. The conservatee's attorney, if any; C. The following relatives of the conservatee named in Probate Code section 1821(b) (spouse or registered domestic partner and second-degree relatives required to be named in the Petition for Appointment of Probate Conservator): (1) Spouse or registered domestic partner; (2) Parents; (3) Children at least 12 years old (see item e below if there are children under the age of 12); (4) Grandparents; (8) Grandchildren at least 12 years old (see item e below if there are grandchildren under the age of 12); and (8) Brothers and sisters, including half-brothers and half-sisters. d. Ifthe conservator knows of no spouse or registered domestic partner or second-degree relative of the conservatee, copies of this Notice of Conservatee’s Rights and the Order Appointing Probate Conservator must be mailed to the following persons: (1) Spouse or registered domestic partner of a predeceased parent of the conservatee; (2) Children of a predeceased spouse or predeceased registered domestic partner of the conservatee at least 12 years old (see item e below if there are children under the age of 12); (3) Brothers and sisters of the conservatee's parents (conservatee’s aunts and uncles), if any, or, if none, to their natural and adoptive children at least 12 years old (see itern e below if there are children under the age of 12); and (4) The natural and adoptive children of the conservatee's brothers and sisters at least 12 years old (see item e below if there are children under the age of 12). e. Ifa person named above is under the age of 12, a parent, guardian, or other person having legal custody of the person entitled to notice, with whom the person entitled to notice resides. When the mailing must be completed: The mailing described in item 1 must be completed on or before the 30th day following the filing date of the Order Appointing Probate Conservator. Fill out Proof of Mailing: The conservator or his or her attorney of record must fill out the Proof of Mailing on page 3 of this form, including the correct addresses of the persons to receive the mailing, identified in item 2 above, before making the copies to be mailed. if the Proof of Mailing does not have enough space for the names and addresses of all persons who will receive the mailing, the names and addresses not shown on the Proof of Mailing must be shown on one or more additional pages attached to this form. One or more copies of Affachment to Notice of Conservatee's Rights (form GC-341(MA)) may be used for this purpose. After the mailing described in item 5 below, the conservator or his or her attorney must date and sign the Proof of Mailing on page 3 of this form. - How to mail: The conservator, the conservator's attorney of record, or an employee of the attorney, must do the following: a. Place copies of this Notice of Conservatee's Rights, with attached conformed copies of the Order Appointing Probate Conservator in sealed envelopes, addressed to each person at the address shown for that person on the Proof of Mailing on page 3 of this form, or on attached additional pages, with postage fully prepaid. b, Deposit (mail) the sealed envelope(s) with the United States Postal Service on the date and from the place (city and state) shown in item 4 of the Proof of Mailing on page 3 of this form. Filing Notice of Conservatee'’s Rights: The conservator, or his or her attorney of record, must file with the court the original Notice of Conservatee’s Rights, with a signed and dated Proof of Mailing and all attached additional address pages. Do not attach a copy of the Order Appointing Probate Conservator to the original Notice of Conservatee's Rights filed with the court. GC-341 (New Jeruary 1, 2000 NOTICE OF CONSERVATEE'S RIGHTS Page 4ot4 (Probate—Guardianships and Conservatorships)

SAMPLE GC-344(MA) (Name): Jack Doe A.K.A, John Doe, Jr. CONSERVATORSHIP OF THE PERSON ESTATE OF CASE NUMBER: 30-2019-000000 CONSERVATEE ATTACHMENT TO NOTICE OF CONSERVATEE'S RIGHTS (This attachment is for use with Form GC-341,) NAME AND ADDRESS OF EACH PERSON TO WHOM NOTICE WAS MAILED Name and relationship to conservatee Address (number, street, city, state, and zip code) 6 |Ms. Maria Parton Relationship: |Maternal Grandmother i. ae os oO PINOMMT sireer Santa Ana, CA 92701 7 |Ms. Penelope Cruz Relationship: ! Aunt 1535 North Tustin Ave. Santa Ana, CA 92701 8 |Mr. Mike Cruz Relationship: |Uncle 36 Tree Street Orange, CA 92856 9 |Ms. Penny Cruz Relationship: |Cousin 30 Tres street Orange, CA 92856 10 |Mr. Mateo Cruz Relationship: Cousin 36 Tree Street Orange, CA 92856 Relationship: Relationship: Relationship: Relationship: Pago 1 of 1 Form Approved for Optfonal Use ATTACHMENT TO NOTICE OF CONSERVATEE'S RIGHTS dudiclal Council of California GC-341(MA) [New. January 1, 2008] (Probate—Guardianships and Conservatorships)

SAMPLE GC-348 ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address): FOR COURT USE ONLY John Doe [1234 South St. Santa Ana, CA 92701 EMAIL ADDRESS (Optionay: jandjdoe@email.com reLepHoNne No: 714-567-8910 — FAX No. (Optionay: ATTORNEY FOR (Name: Self-Represented SUPERIOR COURT OF CALIFORNIA, COUNTY OF Orange street avpress:; 700 Civic Center Drive West wating aporess: 700 Civic Center Dirve West omy and zipcove: Santa Ana, CA 92701 BRANCH NAME: CENTRAL JUSTICE CENTER CONSERVATORSHIP OF THE [7] PERSON ra ESTATE OF (Name): Jack Doe A.K.A. John Doe, Jr. CONSERVATEE DUTIES OF CONSERVATOR CASE NUMBER: and Acknowledgment of Receipt of Handbook for Conservators 30-2019-000000 DUTIES OF CONSERVATOR When you are appointed by the court as a conservator, you become responsible to the court and assume certain duties and obligations, All of your actions as conservator are subject to review by the court, You should clearly understand the information on this form. You will find additional information in the Judicial Council's Handbook for Conservators, receipt of which, in addition to a copy of this form, you are required by law to acknowledge. THE CONSERVATEE'S RIGHTS Conservatees do not lose all rights or all voice in important decisions affecting their lives. All conservatees have the right to be treated with understanding and respect, the right to have their wishes considered, and the right to be well cared for by their conservators. Conservatees generally keep the right to (1) control their own wages or salary from employment, (2) make or change a will, (3) marry, (4) receive personal mail, (5) be represented by a lawyer, (6) ask a judge to change conservators, (7) ask a judge to end the conservatorship, (8) vote, unless a judge decides they are not capable of exercising this right, (9) control personal spending money if a judge has authorized an allowance, and (10) make their own medical decisions, unless a judge has taken away that right and given it exclusively to their conservators. . CONSULT WITH YOUR ATTORNEY Your attorney will advise you on your duties, the limits of your authority, the conservatee’s rights, your dealings with the court, all other topics discussed in this form, and many other matters. He or she will tell you when you must ask for prior court approval to take an action, when you may do so (and why it might be a good idea), and when prior court approval is not required. All legal questions should be discussed with your attorney, not the court staff, which is not permitted to give legal advice. Your attorney will also help prepare your inventories, accountings, petitions, and all other documents to be filed with the court; and will see that the persons entitled to be notified of your actions are given proper notice. He or she will also advise you about legal limits on estate investments, leases and sales of estate assets, loans, lawsuits against others involving the conservatee or his or her property, and many other matters, and can prepare or review documents needed in these matters. You should communicate frequently and cooperate fully with your attorney at all times. When in doubt, contact your attorney. Other questions may be answered by calling on local community resources. (To find these resources, see the Handbook for Conservators and the local supplement distributed by the court.)

|. CONSERVATOR OF THE PERSON

If the court appoints you as conservator of the person, you are responsible for the conservatee’s care and protection. You must decide, within certain limits, where the conservatee will live; and you must arrange for the conservatee’s health care, meals, clothing, personal care, housekeeping, transportation, and recreation. A. DETERMINE THE APPROPRIATE LEVEL OF CARE FOR THE CONSERVATEE You must determine the conservatee’s appropriate level of care. Your determination must be in writing, signed under penalty of perjury, must be filed with the court within 60 days of the date of the court’s order appointing you as conservator, and must include: Page 1 of7 Form Adopted for Mandatory Use Probate Code, § 1834 Judicial Council of Califomia DUTIES OF CONSERVATOR www.couris.ca.gov GC-348 [Rev. January 7, 2014] and Acknowledgment of Receipt of Handbook for Conservators (Probate—Guardianships and Conservatorships)

' SAMPLE GC-348 CONSERVATORSHIP OF (Name): CASE NUMBER:

| Jack Doe A.K.A. John Doe, Jr. 30-2019-000000

CONSERVATEE Ill. A. 1. An evaluation of the level of care existing when the petition for your appointment as a conservator was filed and the measures that would be necessary to keep the conservatee in his or her personal residence. (Note: The conservatee 's personal residence is the residence the conservatee understood or believed to be his or her permanent residence on (1) the date the petition for appointment of a conservator was filed in this matter, or (2) on the last earlier date the conservatee could form or communicate an understanding or belief about a permanent residence, whether or not he or she was living there when the appointment petition was filed. See Cal. Rules of Court, rule 7,1063(b).) 2. A plan to return the conservatee to his or her personal residence or an explanation of the limitations or restrictions on a return of the conservatee to that residence in the foreseeable future if the conservatee was not living there when the petition for appointment of a conservator was filed. . A reevaluation after a material (important) change in circumstances affecting the conservatee’s needs for placement and care after your initial determination. Ifthe conservatee is a limited conservatee who is developmentally disabled, special rules may apply to the determination of his or her level of care and residential placement. See item VI below. B, DECIDE WHERE THE CONSERVATEE WILL LIVE 1. 6. You must decide where the conservatee will live. You may choose a residence in California without prior approval of the court, but you must choose the least restrictive appropriate residence that is available and necessary to meet the conservatee’s needs and that is in his or her best interests. You must file a written notice of any change of the conservatee’s residence with the court within 30 days of the move, and you must mail copies of the notice to the conservatee’s attorney, the conservatee’s spouse or registered domestic partner, and the conservatee’s relatives who were mailed copies of the petition for your appointment as conservator, unless the court excuses you from the mailing to prevent harm to the conservatee, (There is a court form you must use for this notice and another form you may use to prove that you have mailed it. The forms are the Post-Move Notice of Change of Residence of Conservatee or Ward (form GC-080) and the Attachment to Post-Move Notice, etc, (form GC-080(MA). These forms refer to a “post-move notice” because the notice may be filed and mailed after the date of the move.) The law presumes that the conservatee’s personal residence (see item IMA) is the conservatee’s least restrictive appropriate residence. There must be a reason supported by sufficient evidence to justify a change of residence from the conservatee’s personal residence (including a move from a care facility or other temporary placement to a residence that is not the conservatee’s personal residence). If you want to move the conservatee from his or her personal residence, in addition to the post-move notice described in item 2, you must mail a notice of your intent to change the conservatee’s residence to the conservatee, the conservatee’s attorney, if any, and to each other person or entity entitled to notice of the hearing on the petition for your appointment as conservator; and then you must file with the court proof that the notice was mailed. Unless there is an emergency requiring a shorter period of notice, this notice must be mailed at least 15 days before the date of the proposed move. (There is a court form you must use for this notice and another form you may use to prove that you have mailed it. The forms are the Pre-Move Notice of Proposed Change of Personal Residence of Conservatee or Ward (form GC-079) and the Attachment to Pre-Move Notice, etc. (form GC-079(MA). These forms refer to a “pre-move notice” because the notice must be mailed before the move.) If you want to establish the conservatee’s residence outside California, you must petition the court for permission before the move. Notice of the court hearing on this petition, together with a copy of the petition, must be mailed to the conservatee and the other persons and entities that were entitled to notice of the hearing on the petition for your appointment as conservator. There is a court form for this petition, the Petition to Fix Residence Outside the State of California (form GC-085), Notice of the hearing and proof of its mailing is given on another court form, the Notice of Hearing—Guardianship or Conservatorship (form GC-020). You may not place the conservatee involuntarily in a mental health treatment facility unless he or she has been determined to be gravely disabled as the result of a mental disorder or impairment by chronic alcoholism, you have been appointed as conservator under the Lanterman-Petris-Short Act (Welf. & Inst. Code, § 5350 et seq.), and then only if the court has authorized the placement. If the court has authorized you to place the conservatee in a secured-perimeter residential care facility or a locked and secured nursing facility because he or she suffers from dementia, you must be sure that the placement is the least restrictive placement appropriate to the conservatee’s needs. 60-848 Rov, January , 2047] DUTIES OF CONSERVATOR Page 2017 and Acknowledgment of Receipt of Handbook for Conservators (Probate—Guardianships and Conservatorships)

' SAMPLE GC-348 CONSERVATORSHIP OF (Name): CASE NUMBER:

| Jack Doe A.K.A. John Doe, Jr. 30-201 9-000000

CONSERVATEE Ill. CG. PROVIDE MEDICAL CARE FOR THE CONSERVATEE You are responsible for making sure that the conservatee’s health care needs are met. But there are special rules you must follow to meet these needs. Two of the most important rules are as follows:

1. Unless the court has given you exclusive authority to consent to the conservatee’s medical treatment because the court has determined that the conservatee has lost the capacity to make sound medical decisions, your consent or refusal to consent to such treatment is not sufficient if the conservatee disagrees (except in certain emergency situations). If you do have exclusive medical consent authority, you should be sure that all medical treatment and medications are appropriate,
2. If the conservatee has dementia and has lost the capacity to give an informed consent to the administration of medications for its treatment and care, you must be given specific authority by the court to consent to the administration of these medications. If you do have this authority, you should be sure that the medications are appropriate, D. WORK WITH THE PERSON(S) RESPONSIBLE FOR MANAGING THE CONSERVATEE'S PROPERTY Ifother persons are handling the conservatee’s property, such as his or her estate conservator, the conservatee’s spouse or registered domestic partner in possession of the couple’s marital or partnership property, or the trustee of a trust created for the management of the conservatee’s property and for his or her support, you must work together to be sure that the conservatee can afford the care you arrange. Purchases you make for the conservatee must be approved by the person(s) responsible for managing the conservatee’s assets or you may not be reimbursed or your reimbursement may be delayed. Iv. CONSERVATOR OF THE ESTATE The conservatee’s property or assets and income are known as the conservatee’s “estate.” If the court appoints you as conservator of the estate, you will manage the conservatee's finances, protect the conservatee’s income and property or assets, make an inventory of the conservatee’s property or assets, make sure the conservatee’s bills are paid, invest the conservatee’s money, see that the conservatee receives all the income and benefits to which he or she is entitled, ensure that the conservatee’s tax returns are filed on time and all taxes paid, keep accurate financial records, and regularly report the conservatee’s financial condition to the court. (Note: Property or assets and income in a trust for the conservatee's support and maintenance are usually not considered as part of the conservatee's estate, particularly if the trust was created and funded before the appointment of a conservator, Unless the conservatee's spouse or registered domestic partner consents to its inclusion in the conservatee’s estate, the community property of the conservatee and his or her spouse or registered domestic partner under the management and control of the spouse or partner is also not part of the conservatee’s estate.) A. MANAGING THE ESTATE
3. Prudent management for the benefit of the conservatee; prudent investments You must manage the estate’s property or assets and income for the benefit of the conservatee and with the care of a prudent person dealing with someone else’s property. You must not make unreasonably risky investments of money or property of the estate. 2, Prior court approval required for fees, borrowing, loans, and gifts You must ask and receive the court’s permission, after full disclosure of all relevant facts, before you may pay from the conservatee’s estate fees to yourself for your services as conservator and to your attorney for his or her services to you; borrow money for or loan money from the conservatee's estate (to yourself or anyone else); or make gifts of estate assets or property.
4. Keep estate money and property separate from your or anyone else’s money or property You must keep the money and property of the conservatee’s estate separate from your money or property or from the money or property of any other person. Never deposit estate funds in your personal bank account or otherwise mix them with your or anyone else’s funds, even for brief periods. Title to individual stocks, bonds, or other securities; securities broker accounts; mutual funds; and accounts with banks and other financial institutions must show that these assets are property of the conservatorship estate and not your or anyone else’s property. 4, Interest-bearing accounts and other investments Except for a checking account intended for payment of ordinary expenses, estate bank accounts must earn interest. You may deposit estate funds in one or more insured accounts in financial institutions, but you should not put more than the FDIC insurance limit, currently $250,000, in any single institution. You have authority to make some investments without court approval. Other investments may be made only after court approval has been obtained. Consult with an attorney before making any investments, even those you have authority to make without court approval. GC-348 [Rav. January 1, 2041] DUTIES OF CONSERVATOR Page 3 of 7 and Acknowledgment of Receipt of Handbook for Conservators (Probate—Guardianships and Conservatorships)

_ SAMPLE GC-348 CONSERVATORSHIP OF (Name): CASE NUMBER:

|_ Jack Doe A.K.A: John Doe, Jr. 30-2019-000000

CONSERVATEE IV. A. 5. Claims against others on behalf of the conservatee 9. 10, 11. 12. 13. Pursue claims against others on behalf of the conservatee’s estate when it is in the best interests of the conservatee or his or her estate to do so, The court may require you to be represented by a lawyer to proceed with litigation on behalf of the conservatee’s estate. Consider requesting prior court authority to pursue or compromise large or complex claims, particularly those that might require litigation and the assistance of legal counsel and those that might result in an award of attorney fees for the other party against the conservatee’s estate if you are unsuccessful. You may sign a contingent fee agreement with legal counsel on behalf of the conservatee’s estate if such agreements are customary for the type of case involved, but the court must approve the agreement before it is enforceable. You may ask for court approval of a contingent fee agreement before signing it and before legal counsel performs any services under it. Defend against claims against the conservatee’s estate Defend against actions or claims against the conservatee or his or her estate when it is in the best interest of the conservatee or the estate to do so, The court may require you to be represented by a lawyer for your defense of a lawsuit against the conservatee’s estate. You may request court approval or instructions concerning the defense or compromise of such a lawsuit. Public and insurance benefits You must learn about and collect all public and insurance benefits for which the conservatee is eligible. Evaluate the conservatee’s ability to manage cash and other assets You should evaluate the conservatee’s ability to manage cash or other assets and take appropriate action, including asking for prior court approval when necessary or appropriate, to enable the conservatee to do so to the level of his or her ability. Locate the conservatee's estate planning documents You should undertake, as soon as possible after your appointment and qualification as conservator, to locate and take reasonable steps to ensure the safety of the conservatee's estate planning documents, including wills and codicils, living trusts, powers of attorney for health care and finances, life insurance policies, and pension records, Preserve property mentioned in the conservatee's estate planning documents Make reasonable efforts to identify, locate, and preserve property mentioned in the conservatee’s estate planning documents, Guard against inappropriate disclosure of the conservatee’s financial information Subject to your duty of full disclosure to the court and persons entitled under the law to receive it, you must closely guard against unnecessary or inappropriate disclosure of the conservatee's financial information. Conservatee's tangible personal property If you plan to dispose of any of the conservatee’s tangible personal property, inform the conservatee’s family members in advance and give them an opportunity to acquire the property, with approval or confirmation of the court, Factors to consider when deciding whether to dispose of any of the conservatee’s property In deciding whether it is in the best interest of the conservatee to dispose of property of his or her estate, consider the following factors, among others, as appropriate in the circumstances: (A) The likely benefit or improvement of the conservatee’s life that disposing of the property would bring; (B) The likelihood that the conservatee would need or benefit from the property in the future; (C) The previously expressed or current desires of the conservatee concerning the property, unless accommodating those desires would violate your fiduciary duty to the conservatee or impose an unreasonable expensé on the estate; (D) The provisions of the conservatee’s estate plan concerning the property; (E) The tax consequences of disposing of the property; (F) The impact of disposition on the conservatee’s eligibility for public benefits; (G) The condition of the entire estate; (H) The likelihood that the property will deteriorate or be subject to waste if kept in the estate; and () The benefit versus the cost or liability of maintaining the property in the estate, GC-348 [Rev. January 1, 2011] DUTIES OF CONSERVATOR Page 4 of? and Acknowledgment of Receipt of Handbook for Conservators (Probate—Guardianships and Conservatorships)

SAMPLE GC-348 CONSERVATORSHIP OF (Name): CASE NUMBER;

|_Jack Doe A.K.A. John Doe, Jr. 30-2019-000000

CONSERVATEE {V. A. 14, Property, casualty, and liability insurance 15. 16. Determine the appropriate kinds and adequate levels of property, casualty, and liability insurance covering the property, assets, risks, and potential liabilities of the conservatee and his or her estate, Maintain the insurance in force during the entire period of the administration (except for assets after they are sold), Communicate with conservator of the person and trustee You should communicate as necessary and appropriate with the conservator of the conservatee’s person, if any, and with the trustee of any trust of which the conservatee is a beneficiary. Other limitations or restrictions There are many limitations or restrictions on your authority to deal with estate assets not mentioned here, If you do not obtain the court’s permission when it is required before taking an action, you may be removed as conservator or you may be required to reimburse the estate from your own personal funds, or both. B. INVENTORY OF ESTATE PROPERTY 1. Locate and take possession of the estate's property and prepare an inventory You must identify, locate, take possession of, and protect all the conservatee’s property, assets, and income that will be or become part of the conservatorship estate. You must change the record title or ownership of most property and assets of the estate to reflect the conservatorship. You must record a copy of your Letters of Conservatorship (form GC-350) with the county recorder in each county where the conservatee owns real property. You must then prepare an inventory, or a list, of all of the real and personal property of the estate. There are court forms that must be used for the inventory. These consist of a two-page cover sheet, Inventory and Appraisal (form DE-160/GC-040) and one or more pages to be attached to the cover sheet containing the list of property, Inventory and Appraisal Attachment (form DE-161/GC-041). The property is separated into two categories, cash and cash-equivalent items, listed on Attachment 1; and all other types of real and personal property, listed on Attachment 2. Determine the value of the estate’s property You must arrange to have a probate referee appointed by the court appraise, or determine the fair market value of, the noncash property of the estate shown in Attachment 2 of your inventory unless the referee’s appointment is waived by the court. You, rather than the referee, may appraise the value of the cash and cash-equivalent items of property listed in Attachment 1, such as bank accounts. File and mail copies of the inventory and appraisal and notice of how to object Within 90 days after your appointment as conservator, unless the court gives you more time, you must file with the court your inventory containing the appraisals of estate property, signed by you and, if the probate referee has appraised assets, by the referee, You must also mail copies of the completed inventory and appraisal to the conservatee, the conservatee’s attomey, if any, and the conservatee’s spouse or registered domestic partner, parents, and children, and must give them written notice of how to file an objection to the inventory and appraisal. There is a court form that must be used for this notice, the Notice of Filing of Inventory and Appraisal and How to Object to the Inventory or the Appraised Value of Property (form GC-042). Cc. RECORD KEEPING AND ACCOUNTING 1 Keep records and prepare accountings You must keep complete and accurate records of each financial transaction affecting the estate, including all receipts of income, changes in assets or property held in the estate, and expenditures, The checkbook for the conservatorship checking account is your indispensable tool for keeping records of income and expenditures. You should also save original bills or invoices paid, records of property sale transactions, receipts for money spent, and bank or other institutions’ statements showing income received and money spent. You must prepare periodic accountings of all money and property you have received, what you have spent, the date of each transaction, and its purpose. Your accountings must describe in detail what you have left after you pay the estate’s expenses. There are court forms you may, or in some situations must, use for your accountings. You will have to file original statements from banks and other institutions with your accountings. GO-348 (Rev. January 1, 2011] DUTIES OF CONSERVATOR Page 5of7 and Acknowledgment of Receipt of Handbook for Conservators {Probate—Guardianships and Conservatorships}

a GC-348 CONSERVATORSHIP OF (Name): CASE NUMBER:

|_ Jack Doe A.K.A. John Doe, Jr. 30-2019-000000

CONSERVATEE IV. C. 2. Court review of your accountings and records You must file with the court a report with each of your accountings that shows the current circumstances of the conservatee and the estate, along with a petition requesting that the court review and approve the accounting. Your first accounting is due one year after your appointment, and later accountings must be filed at least every two years after that. The court may order you to file more frequent accountings. You must save your receipts and other original records because the court may ask to review them. If you do not file your accountings as required, the court will order you to do so. You may be removed as conservator if you fail to properly prepare and file your accountings or comply with the court’s orders, V. DUTY TO DISCLOSE CHANGES IN MARITAL OR DOMESTIC PARTNERSHIP STATUS If you are the spouse of the conservatee, you must disclose to the court, and give notice to interested persons under the Probate Code, of the filing of any action or proceeding against the conservatee for (1) legal separation, (2) dissolution of marriage, or (3) adjudication of nullity of the marriage. If you are or were the registered domestic partner of the conservatee, you must disclose to the court any termination of the domestic partnership. The disclosure must be made within 10 days of the initial filing of the action or proceeding or termination of the partnership by filing a notice with the court. If you are not the spouse or registered domestic pariner or former partner of the conservatee and one of these events occurs, the conservatee’s spouse or former registered domestic partner must disclose the event to you within the same 10-day period. VI. LIMITED CONSERVATOR (for the developmentally disabled only) A. AUTHORITY SPECIFIED IN YOUR LETTERS OF CONSERVATORSHIP AND APPOINTMENT ORDER Ifthe court appoints you as limited conservator, you will have authority to take care of only those aspects of the conservatee's life and financial affairs specified in your Letters of Conservatorship and the court's order appointing you. The conservatee retains all other legal and civil rights. Although most of the information provided in this form also applies to limited conservatorships (especially the duties of the conservator of the person), you should clarify with your attorney exactly which information applies in your case, B. DUTY TO HELP LIMITED CONSERVATEE DEVELOP SELF-RELIANCE You must secure treatment, services, and opportunities that will assist the limited conservatee to develop maximum self-reliance and independence. This assistance may include training, education, medical and psychological services, social opportunities, vocational opportunities, and other appropriate help. C. DETERMINATION OF LEVEL OF CARE FOR CERTAIN LIMITED CONSERVATEES The level of care determination described in item IIIA does not apply to a limited conservatee who receives services from a regional center for the developmentally disabled and for whom the Director of Developmental Services or the regional center is acting as conservator, Determination of the services provided for and residential placement of these limited conservatees are to be identified, delivered, and evaluated consistent with the individual program plan process described in Welfare and Institutions Code sections 4640-4659, (See Prob. Code, § 2352.5(e).) VII. TEMPORARY CONSERVATOR Ifthe court appoints you as temporary conservator, you will generally have the same duties and authority as general conservators, except the conservatorship will end on the date specified in your Letters of Temporary Conservatorship. Most of the information in this form also applies to temporary conservatorships, but you must consult your attorney about which duties you will not perform because of the short duration of the temporary conservatorship appointment, A temporary conservator should avoid making long-term decisions or changes that could safely wait until a general conservator is appointed, As temporary conservator, you may not move a conservatee from his or her home, unless there is an emergency, or sell or give away the conservatee's home or any other assets without prior court approval. Sign the Acknowledgment of Receipt on page 7. GC-348 (Rev. January 1, 2011] DUTIES OF CONSERVATOR Page 6 of 7 and Acknowledgment of Receipt of Handbook for Conservators (Probate—Guardianships and Conservatorships)

SAMPLE GC-348 GONSERVATORSHIP OF (Name): CASE NUMBER:

|_ Jack Doe A.K.A. John Doe, Jr. 30-2019-000000

CONSERVATEE Vill, JUDICIAL COUNCIL FORMS This form identifies a number of Judicial Council forms used for court filings in conservatorship proceedings, This form, the petition for your appointment as conservator, and the order that appoints you as conservator are examples of Judicial Council forms. Judicial Council forms are either mandatory or optional. If a mandatory form applies to a situation or proposed action, it must be used. Optional forms may be used, at the option of the person preparing and filing the form or, in some situations, at the option of the court. Each form is identified on the bottom left side of its first page as optional or mandatory. Judicial Council forms are not available for every situation where a document may or must be filed with the court, but the forms address the most common and important matters that occur during a conservatorship. The Handbook for Conservators has additional information about Judicial Council conservatorship forms. Your attomey will select and prepare the appropriate Judicial Council forms. However, if you do not have an attorney, you can prepare them yourself, All Judicial Council forms are posted on the California courts’ public website, www.courts.ca.gov. Select “Forms” at the top of the site's home page, then select the form group in the drop-down menu in the middle of the page. All conservatorship forms are collected in the Probate—Guardianships and Conservatorships form group. They are designated with the prefix “GC,” followed by a three-digit number, Forms shown in the drop-down list with an asterisk are mandatory forms. The forms are posted on the website in both unfillable and fillable versions, as PDF files. The unfillable versions are designed to be completed by typewriter or, in some cases, by hand, Fillable forms may be filled out online, then printed out ready for signing and filing with the court, and they may also be saved to your computer and completed in more than one sifting. Go to the “Forms and Information” page at the Web site’s Self-Help Center for more information on accessing the forms. ACKNOWLEDGMENT OF RECEIPT of Duties of Conservator and Handbook for Conservators (Probate Code, § 1834) Tacknowledge that I have received this statement of the duties and liabilities of the office of conservator, the Duties of Conservator (form GC-348), and the Handbook for Conservators adopted by the Judicial Council. I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Date: August 26, 2019 John Doe > (TYPE OR PRINT NAME) (SIGNATURE OF (PROPOSED) CONSERVATOR Date: August 26, 2019 Jane Doe » (TYPE OR PRINT NAME) {SIGNATURE OF (PROPOSED) CONSERVATOR Date: August 26, 2019 June Doe » (TYPE OR PRINT NAME) {SIGNATURE OF (PROPOSED) CONSERVATOR NOTICE This statement of duties and liabilities is a summary and is not a complete statement of the law. Your conduct as a conservator is governed by the law itself and not by this summary or by the Judicial Council's Handbook for Conservators, When in doubt, consult your attorney. GC-348 [Rev. January 1, 2014] DUTIES OF CONSERVATOR Page 7 of 7 and Acknowledgment of Receipt of Handbook for Conservators (Probate—Guardianships and Conservatorships)

\SAMPLE | GC-350 ATTORNEY OR PARTY WITHOUT ATTORNEY (name, address, and State Bar number): After recording return to: John Doe 1234 South Street Santa Ana, CA 97201 TELNO.: 714-567-8910 FAX NO, (optional): E-MAIL ADDRESS (optional: fandi@email.com ATTORNEY FOR (name): Self-Represented SUPERIOR COURT OF CALIFORNIA, COUNTY OF Orange STREET ADDRESS: 700 Civic Center Drive West MAILING ADDRESS: 700 Civic Center Drive West city AND ZIP CODE: Satna Ana, CA 92701 BRANCH NAME: CENTRAL JUSTICE CENTER CONSERVATORSHIP OF (name): Jack Doe A.K.A. John Doe, Jr. FOR RECORDER'S USE ONLY CASE NUMBER: 30-2019-000000 CONSERVATEE LETTERS OF CONSERVATORSHIP FOR COURT USE ONLY Person Estate [x] Limited Conservatorship

1. (Name): is the appointed [] conservator limited conservator ofthe [] person [] estate of (name):
2. [] (For conservatorship that was on December 31, 1980, a guardianship of an adult or of the person of a married minor) (Name): was appointed the guardian of the [__] person [-] estate by order dated (specify): and is now the conservator of the [_ | person [-] estate — of (name):
3. Other powers. have been granted or conditions imposed as follows: a. Exclusive authority to give consent for and to require the conservatee to receive medical treatment that the conservator In good faith based on medical advice determines to be necessary even if the conservatee objects, subject to the limitations stated in Probate Code section 2356. (1) [-] This treatment shall be performed by an accredited practitioner of the religion whose tenets and practices call for reliance on prayer alone for healing of which the conservatee was an adherent prior to the establishment of the conservatorship. (2) [__] (#f court order limits duration) This medical authority terminates on (date): . Authority to place the conservatee in a care or nursing facility described in Probate Code section 2356,5(b). . [] Authority to authorize the administration of medications appropriate for the care and treatment of dementia described in Probate Code section 2356.5(c). . Powers to be exercised independently under Probate Code section 2590 are specified in Attachment 3d (specify powers, restrictions, conditions, and limitations). or a e. (CJ Conditions relating to the care and custody of property under Probate Code section 2402 are specified in Attachment 3e. f. Conditions relating to the care, treatment, education, and welfare of the conservatee under Probate Code section 2358 are spectified in Attachment 3f. g. (3C] (For limited conservatorship only) Powers of the limited conservator of the person under Probate Code section 2351.5 are specified in Attachment 3g. h. (For limited conservatorship only) Powers of the limited conservator of the estate under Probate Code section 1830(b) are specified in Attachment 3h. i. Other powers granted or conditions imposed are specified in Attachment 3i. (SEAL) 4. [__] The conservator is not authorized to take possession of money or any other property without a specific court order.
4. Number of pages attached: WITNESS, clerk of the court, with seal of the court affixed. Date: Clerk, by , Deputy Page 1 of 2 This form may be recorded as notice of the establishment of a conservatorship of the estate as provided in Probate Code § 1875, F fe Q , 1 forged oun LETTERS OF CONSERVATORSHIP Pb Co 85 GC-350 [Rev. July 1, 2015] (Probate—Guardianships and Conservatorships} Code of Civil Procedure, § 2015.6 vavw.courts.ca.gov

‘SAMPLE 7 GC-350 CONSERVATORSHIP OF (name): CASE NUMBER: CONSERVATEE NOTICE TO INSTITUTIONS AND FINANCIAL INSTITUTIONS {Probate Code sections 2890-2893) When these Letters of Conservatorship (Letters) are delivered to you as an employee or other representative of an institution or financial institution (described below) in order for the conservator of the estate (1) to take possession or control of an asset of the conservatee named above held by your institution (including changing title, withdrawing all or any portion of the asset, or transferring all or any portion of the asset) or (2) to open or change the name of an account or a safe-deposit box in your financial institution to reflect the conservatorship, you must fill out Judicial Council form GC-050 (for an institution) or form GC-051 (for a financial institution), An officer authorized by your Institution or financial institution must date and sign the form, and you must file the completed form with the court. There is no filing fee for filing the form. You may either arrange for personal delivery of the form or mail it to the court for filing at the address given for the court on page 1 of these Letters. The conservator should deliver a blank copy of the appropriate form to you with these Letters, but it is your institution's or financial institution's responsibility to complete the correct form, have an authorized officer sign it, and file the completed form with the court, If the correct form is not delivered with these Letters or is unavailable for any other reason, blank copies of the forms may be obtained from the court. The forms may also be accessed from the Judicial branch's public Web site free of charge. The internet address (URL) is www.courts.ca.gov/forms/, Select the form group Probate—Guardianships and Conservatorships and scroll down to form GC-050 for an institution or form GC-061 for a financial institution. The forms may be printed out as blank forms and filled in by typewriter or may be filled out online and printed out ready for signature and filing. An institution under California Probate Code section 2890(c) is an insurance company, agent, or broker; an investment company; an investment bank; a securities broker-dealer; an investment advisor; a financlal planner; a financial advisor; or any other person who takes, holds, or controls an asset subject to a conservatorship or guardianship other than a financial institution. Institutions must file a Notice of Taking Possession or Control of an Asset of Minor or Conservatee (form GC-050) for an asset of the conservatee held by the institution, A single form may be filed for all affected assets held by the institution. A financial institution under California Probate Code section 2892(b) is a bank, a trust, a savings and loan association, a savings bank, an industrial bank, or a credit union. Financial institutions must file a Notice of Opening or Changing a Guardianship or Conservatorship Account or Safé-Deposit Box (form GC-051) for an account or a safe-deposit box held by the financial institution. A single form may be filed for all affected accounts or safe-deposit boxes held by the financial institution. LETTERS OF CONSERVATORSHIP AFFIRMATION

| sclemnly affirm that | will perform accarding to law the duties of [[_] conservator limited conservator.

Executed on (date): August 27, 2019 , at (place): 700 West Civic Center Drive, Santa Ana, CA 92701 John Doe > (TYPE OR PRINT NAME) (SIGNATURE OF APPOINTEE} CERTIFICATION

| certify that this document, including any attachments, is a correct copy of the original on file in my office, and that the Letters issued to

the person appointed above have not been revoked, annulled, or set aside, and are still in full force and effect. (SEAQ) Date: Clerk, by , Deputy 0-350 Rev. duly 4, 2046) LETTERS OF CONSERVATORSHIP Page 2012 (Probate—Guardianships and Conservatorships) {this formi’| | Save this form |

oT MC-025 SHORT TITLE: CASE NUMBER:

| Attachment 3g to Letters of Conservatorship 30-2019-000000

ATTACHMENT (Number): 32 (This Attachment may be used with any Judicial Council form.) (a) Subject to subdivision (b): (1) The limited conservator has the care, custody, and control of the limited conservatee. (2) The limited conservator shall secure for the limited conservatee those habilitation or treatment, training, education, medical and psychological services, and social and vocational opportunity as appropriate and as will assist the limited conservatee in the development of maximum self-reliance and independence. (b) A limited conservator does not have any of the following powers or controls over the limited conservatee unless those powers or controls are specifically requested in the petition for appointment of a limited conservator and granted by the court in its order appointing the limited conservator: (1) To fix the residence or specific dwelling of the limited conservatee. (2) Access to the confidential records and papers of the limited conservatee. (3) To consent or withhold consent to the marriage of, or the entrance into a registered domestic partnership by, the limited conservatee. (4) The right of the limited conservatee to contract. (5) The power of the limited conservatee to give or withhold medical consent. (6) The limited conservatee ' s right to control his or her own social and sexual contacts and relationships. (7) Decisions concerning the education of the limited conservatee. {if the item that this Attachment concerns Is made under penalty of perjury, all statements in this Page 1 of 1 Attachment are made under penalty of perjury.) (Add pages as required) . Form Approved for Optional Use ATTACH MENT www.courtinfo.ca.gov dudiolal Council of Califomla aa Ft MC-025 fRev. Jully 1, 2009] to Judicial Council Form

SAMPLE GC-355 ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address): FOR COURT USE ONLY John Doe

| 1234 South Street

Santa Ana, CA 92701 TELEPHONE NO.: 7 1 4-567-891 ie] FAX NO. (Optional): EMAIL ADDRESS (Optional: fan didoe@email.com ATTORNEY FOR (Name): Self-Represented SUPERIOR COURT OF CALIFORNIA, COUNTY OF Orange street Aporess:/00 Civic Center Drive West maiLine appress:700 Civic Center Drive West airy ano zip copbeSanta Ana, CA 92701 BRANCH NAMEOENTRAL JUSTICE CENTER CONSERVATORSHIP OF THE PERSON AND ESTATE OF (Name): Jack Doe A.K.A. John Doe, Jr. CONSERVATEE CASE NUMBER: DETERMINATION OF CONSERVATEE'S APPROPRIATE LEVEL OF CARE | 30-2019-000000 Notice to Conservator of the Person You must prepare a written determination of the conservatee's appropriate level of care, sign it under penalty of perjury, and file it with the court within 60 days of the date of the court's order appointing you as conservator. You must use this form for that purpose. Your determination must include an evaluation of the conservatee's level of care on the date the conservatorship proceeding was started (the date the petition for the appointment of a conservator was filed with the court or, if more than one petition was filed, the date the first petition was filed), and the measures that would be necessary to keep the conservatee in his or her personal residence. If the conservatee was not living in that residence on the date the proceeding was started, your determination must include either a plan to retum the conservatee to that residence or an explanation of the reasons why the conservatee cannot return to that residence in the foreseeable future. This determination is in addition to, not a replacement for, any written care or placement plan the court may require. Check the court's local rules to see if a care or placement plan must also be filed. The conservatee's personal residence is the residence he or she understood or believed, or appeared to understand or believe, was his or her permanent residence on the date the conservatorship proceeding was started, whether or not he or she was living there on that date, If the conservatee could not then form or communicate an understanding or belief about his or her permanent residence, the conservatee's personal residence is the residence he or she last previously understood or appeared to understand was his or her permanent residence. (See Cal. Rules of Court, rule 7.1063.) (Name): John Doe , declares as follows:

1. lam conservator of the person of the above-named conservatee. | am determining the conservatee's appropriate level of care as of (date): August 26, 2019 , the date of the order appointing me as conservator.
2. a. On the date stated in item 1, the conservatee was living at the following residence or facility (address and name of facility, if any): 1234 South Street Santa Ana, CA 97201 Telephone: 714-567-8910 b. The conservatee has been living in the above residence or facility since (date): February 14, 2000

Fam Adoped fr Mandaoy USS DETERMINATION OF CONSERVATEE'S APPROPRIATE LEVEL OF CARE oq, qftbasceen.§ 2328 Judicial Council of Califomla . GC-365 {New July 4, 2011] (Probate—Guardianships and Conservatorships) www.courts.ca.gov

' SAMPLE GC-355 CONSERVATORSHIP OF CASE NUMBER: L.(Name). Jack Doe A.K.A. John Doe, Jr. 30-2019-000000 CONSERVATEE 2. ¢, The residence or facility identified in item 2a is described as follows (select aif that apply): v OUUOUUB Conservatee's single family home, condominium, or apartment Relative's or friend's single family home, condominium, or apartment Acute care hospital [] Acute psychiatric hospital [] Intermediate-care facility [] Skilled nursing facility Licensed residential care facility [__] Assisted living facility (7 or more beds) Board and care home (6 or fewer beds) [] Continuing-care retirement community [[—] Secured perimeter Congregate living health facillty—terminal or life-threatening illness type (hospice) Other (describe): 3. a. The conservatee's care requirements as of the date given in item 4 are as follows (select ail that apply; you may provide additional information concerning any items selected below under other 5 1 14 1 2 10 975 874 109 19 96.199341 assistance 5 1 14 1 2 11 1092 874 109 24 94.516533 required): HUOUUBOU b. 12] No assistance is needed at this time. [-] Light housekeeping help required, hours per week. Personal caregivers required, hours per week: (4) 24-hour care [] Part-time, _____ hours per day. Assistance with daily living skills, 42 hours per week. Nursing care required, hours per week. LJ Meal preparation assistance required, ——s hours per week. Assistance with medication required, hours per week: Co Dispensing CL] Set-up only Assistance with ambulation: [77] Maximum L] Standby {71 In-home hospice services. Other assistance required, ———s—sAhours per week (describe): [1 Continued on Attachment 3a. A professional assessment of the conservatee's care needs has been made. A copy of the assessment, including a statement of the professional's qualifications, is provided on Attachment 3b. (A professional assessment of the conservatee's care needs is not required, but is recommended if the conservatee's circumstances and condition warrant it and the conservatee can afford the expense. Include any written assessment performed by a professional fiduciary proposed for appointment or appointed as conservator.) 0-356 {New July 1, 2011] DETERMINATION OF CONSERVATEE'S APPROPRIATE LEVEL OF CARE Page 2 of 4 (Probate—Guardianships and Conservatorships)

SAMPLE GC-355 CONSERVATORSHIP OF CASE NUMBER:

|_(Name):; Jack Doe A.K.A. John Doe, Jr. 30-2019-000000

CONSERVATEE 4. (Complete item 4a if the residence identified in item 2 is the conservatee's personal residence as defined in Cal, Rules of Court, rule 7.1063, Complete item 4b if the residence identified in item 2 is not the conservatee's personal residence.) a. Conservatee living in personal residence The residence or facility described in Item 2 is the conservatee's personal residence within the meaning of Cal. Rules of Court, rule 7.1063. The following measures are necessary to keep the conservatee in that residence: [J] Continued on Attachment 4a. b. £-] Conservatee not living in personal residence The residence.or facility described in item 2 is not the conservatee's personal residence within the meaning of Cal, Rules of Court, rule 7.1063. The conservatee's personal residence is (address and name of facility, if any): (Complete either item 4b(1) below or itern 4b(2) on page 4. Complete item 4b(1) if you believe the conservatee can be returned to his or her personal residence in the foreseeable future. Complete item 4b(2) if you believe the conservatee cannot be returned to his or her personal residence in the foreseeable future.) (1) (] The conservators plan to restore the conservatee to his or her personal residence is as follows: [J Continued on Attachment 4b(1). GC-965 {New July 4, 2011] DETERMINATION OF CONSERVATEE'S APPROPRIATE LEVEL OF CARE Page 3 of 4 (Probate—Guardianships and Conservatorships)

_ SAMPLE GC-355 CONSERVATORSHIP OF CASE NUMBER:

|_(Name). Jack Doe A.K.A. John Doe, Jr. 30-2019-000000

CONSERVATEE 4. b. (2) [1 The limitations or restrictions on the conservatee's return to his or her personal residence in the foreseeable future are as follows: [J Continued on Attachment 4b(2). 5, Number of pages attached: Q

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

Date: August 26, 2019 John Doe » (TYPE OR PRINT NAME OF CONSERVATOR OF THE PERSON) (SIGNATURE OF CONSERVATOR OF THE PERSON} GC-965 [New July 1, 2017] DETERMINATION OF CONSERVATEE'S APPROPRIATE LEVEL OF CARE Page 4 of 4 (Probate—Guardianships and Conservatorships)

SAMPLE Diagnosis of Developmental Disability Probate Code §1827.5 requires a report from Regional Center regarding the extent of the developmental disability and the rights that they believe should be held by the conservator instead of the conservatee. If services have never been received, the proposed conservator should contact Regional Center and set up an appointment to determine eligibility. If the proposed conservatee is eligible, Regional Center can offer a variety of services and will continue to do so for the extent of the proposed conservatee’s lifetime. But some proposed conservatees, who have never received services from Regional Center, may not be eligible but this will be determined at the evaluation. However, if the proposed conservatee is not eligible for Regional Center services, the Court requires an evaluation from a qualified medical professional. The current court form, entitled Capacity Declaration — Conservatorship (GC- 335), is not appropriate for limited conservatorship matters. That form specifically requires a determination of whether or not the proposed conservatee has a major cognitive disorder, whether the proposed conservatee needs to be placed in a residential care facility for the elderly and whether they would benefit from medication for the treatment of major cognitive disorders. Limited conservatorships for the developmentally disabled are significantly different. Under Probate Code §1420, Developmental Disability is defined as a condition that arises before age 18, continues indefinitely and is a substantial disability. It includes intellectual disability, autism, cerebral palsy and epilepsy. It also includes physical disabilities that are closely identified with the developmental disability. ‘ If parties are unable to obtain a Regional Center report, the evaluation by a medical professional must include the diagnosis of the developmental disability and what rights should be removed from the individual. Parties can contact their own doctors for a referral to such a professional or may be able to obtain a referral from Regional Center.

VERIFIED SUPPLEMENTS Probate, whether conservatorship, guardianship or decedent's estates, is the only area where the Court will let you know, before the hearing, what is wrong with your documents, if anything, and what the Court needs for you to fix it. When you access Probate Notes on-line (procedure available in the courtroom), go directly to the area marked “Deficiencies”. Each item marked deficiency is a note to which you must respond. Some deficiencies go to notice of the proceedings and that note must be cured by sending the required notice to the required individuals on the appropriate Judicial Council forms. But other deficiencies require a Verified Supplement. The sample limited conservatorship documents include five Probate Notes — first, that Petitioners requested powers 3 and 6. Probate Code §2351.5 states that power 3 is the power to consent or withhold consent to the marriage of, or the entrance into a registered domestic partnership by, the limited conservatee. Power 6 is the right to control the limited conservatee’s right to control his or her own social and sexual contacts and relationships. Generally Regional Center will not support these requests. Only in rare instances, with an appropriate diagnosis, will they support those powers. In most cases, with the support and advocacy of Regional Center, which he will receive for life, powers 3 and 6 are not necessary. Parties must remember that we want to reserve all possible powers to the conservatee and only restrict those powers that are necessary to preserve the conservatee’s well-being. Petitioner’s should communicate with the Regional Center to see if they have recommended those powers. If not, Petitioners will be entitled to an evidentiary hearing on their establishment. However, that is expensive and time consuming. If Petitioners merely withdraw that request, it will not hold up the proceedings. It should be noted that Petitioners may always petition for those powers in the future if they are necessary. The second note states that Petitioners must give 15 days-notice of the hearing date to the paternal grandfather or must file a declaration of diligent search

regarding their attempts to locate him. The Court has many cases where relatives within the second degree are difficult to locate and serve. As shown by their responses in the Verified Supplement, John and Jane do not know where John’s father is as he deserted the family over 20 years ago. Therefore, a declaration of diligent search is required. That search must include social media, internet review and discussions with other family members. If that declaration is sufficient, notice will be waived as to paternal grandfather. The third note states that Petitioners must give 15 days-notice to the Public Defender, who has been appointed to represent the proposed limited conservatee. Many Petitioners forget to give notice and it requires a continuance. It is very rare for the Public Defender not to be appointed on a case and they are entitled to notice. Check the file to see if they have been appointed and, if so, give 15 days-notice. The fourth note states that proposed co-conservators must file consent to serve. Even though the proposed co-conservator is Petitioners wife, she must file a consent to serve, Petitioner is presumed to have given his consent by filing the petition. However, no such assumption is made with regard to proposed co- conservators. The fifth note states that notice must be given to each individual regardless of whether they share an address. Although it may seem redundant, the law requires that each individual entitled to notice must receive that notice sent directly to them at their address. This includes a proposed co-conservator. Attached hereto is a sample Verified Supplement that answers these questions. Petitioners should repeat the question and then answer. This may be done on the Court’s Verified Supplement form or on pleading paper. If the Verified Supplement is handwritten, PLEASE ensure that it is legible. Relief cannot be granted if the Court cannot understand what help is being requested. The attached samples have the Court's Verified Supplement form, handwritten, and a typewritten Verified Supplement on pleading paper. Either type must have the language “I declare under penalty of perjury and the laws of the State of California that the foregoing is true and correct. Executed this day of , 2019 at , CA,”

SAMPLE That statement is verification. Underneath the statement, parties need to sign and date their signatures. At that point, it is a verified supplement. To clear notes for the hearing date, any Verified Supplement(s) and/or Notices of Hearing must be filed at least 5 court days before the hearing in order to be reviewed.

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 SAMPLE John and Jane Doe 1234 South Street Santa Ana, CA 92701 (714)567-8910 jandjdoe@email.com SUPERIOR COURT OF THE STATE OF CALIFORNIA. IN AND FOR THE COUNTY OF ORANGE CONSERVATORSHIP OF Case No.: 30-2019-001073366 Jack Doe AKA, John Doe, Jr. RESPONSE TO PROBATE NOTES Response to Probate Notes: 1, Regional Center does not recommend powers 3 and 6 nor does the Probate Investigator. Petitioners hereby withdraw their requests for powers 3 and 6 after discussion with the Public Defender. 2, 15 days-notice of the hearing must be given to the paternal grandfather or Petitioners need to file a verified supplement regarding diligent efforts to find him. Petitioners have had no contact with the paternal grandfather for over 20 years. He deserted the family. Petitioners have looked on social media and searched the internet, but have found no reference! to him. Relatives have been asked, but no one admits to knowing his whereabouts. Petitioners ask that the Court waive notice to the paternal grandfather. 3. 15 days-notice required to be given to counsel for the proposed conservatee, the Public Defender. Petitioners have given 15 days-notice to the Public Defender and filed a new Notice of Hearing. 4. Proposed co-conservators must file consent to serve, Both proposed co-conservators have now signed a Consent to Serve. 5. Notice must be given to each individual separately regardless of whether they live at the same address. Individual notice has now been given to each individual and Notice of Hearing has been filed.

10 iB 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 _ SAMPLE We declare under penalty of perjury and the laws of the State of California that the foregoing is true and correct, Executed this 22™ day of July 2019 at Santa Ana, CA. July 22, 2019 John Doe July 22, 2019 Jane Doe

SAMPLE Diagnosis of Developmental Disability Probate Code §1827.5 requires a report from Regional Center regarding the - extent of the developmental disability and the rights that they believe should be held by the conservator instead of the conservatee. If services have never been received, the proposed conservator should contact Regional Center and set up an appointment to determine eligibility. If the proposed conservatee is eligible, Regional Center can offer a variety of services and will continue to do so for the extent of the proposed conservatee’s lifetime. But some proposed conservatees, who have never received services from Regional Center, may not be eligible but this will be determined at the evaluation. However, if the proposed conservatee is not eligible for Regional Center services, the Court requires an evaluation from a qualified medical professional. The current court form, entitled Capacity Declaration — Conservatorship (GC- 335), is not appropriate for limited conservatorship matters. That form specifically requires a determination of whether or not the proposed conservatee has a major cognitive disorder, whether the proposed conservatee needs to be placed in a residential care facility for the elderly and whether they would benefit from medication for the treatment of major. cognitive disorders. Limited conservatorships for the developmentally disabled are significantly different. Under Probate Code §1420, Developmental Disability is defined as a condition that arises before age 18, continues indefinitely and is a substantial disability. It includes intellectual disability, autism, cerebral palsy and epilepsy. It also includes physical disabilities that are closely identified with the developmental disability. if parties are unable to obtain a Regional Center report, the evaluation bya medical professional must include the diagnosis of the developmental disability and what rights should be removed from the individual. Parties can contact their own doctors for a referral to such a professional or may be able to obtain a referral from Regional Center.

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Request for Estate Powers Most limited conservatees receive public benefits. As the conservator is required to account to the agency from which benefits are received, the Court does not require accountings. Therefore, if the proposed conservatee receives only public benefits, conservatorship of the estate is not appropriate. There are instances where the proposed conservatee does have an estate that is not derived solely from public benefits. In those cases, the Court will generally not establish conservatorship of the estate IF funds are placed in a Special Needs Trust or if they are placed in a blocked account. - There are specific provisions in a Special Needs Trust that allow for public benefits to continue as no funds therefrom can be used for food, clothing or shelter. However, it will provide for extras (such as TV, stereo, vacation) that are not covered by those benefits. Court authority is necessary for any withdrawals from a blocked account and requires an order to establish said account and a receipt from the financial institution proving that such an account has been opened. Blocked accounts may only contain the amount that is FDIC secured.

Limited Conservatorship:

Fact pattern:

Jane and John Doe, parents of Jack Doe, a 17 year, 8-month-old male diagnosed with Autism spectrum disorder, high functioning. He has also received counselling in social interactions. Jack’s sister, June Doe, is very close to her brother and is 21 years old.

Jane and John want to petition to be the limited co-conservators of the person and estate of Jack Doe and want June to serve with them. Jack has damages from a car accident that was potentially life threatening but from which he has fully recovered. A minor’s compromise is pending to approve the settlement, which will net Jack approximately $100,000.

Jack has one aunt and uncle living and they have three children. Two of them live at home and are ages 14 and 8. Another daughter is out-of-state in college but lives at home in the summer. The paternal grandparents are deceased. The maternal grandmother lives a few miles from the Does. The maternal grandfather has not been heard from in over 20 years and abandoned his family. They have no knowledge of his whereabouts.

Jack is a current client of Regional Center.

Diagnosis of Developmental Disability

Probate Code §1827.5 requires a report from Regional Center regarding the extent of the developmental disability and the rights that they believe should be held by the conservator instead of the conservatee.

If services have never been received, the proposed conservator should contact Regional Center and set up an appointment to determine eligibility. If the proposed conservatee is eligible, Regional Center can offer a variety of services and will continue to do so for the extent of the proposed conservatee’s lifetime. But some proposed conservatees, who have never received services from Regional Center, may not be eligible but this will be determined at the evaluation.

However, if the proposed conservatee is not eligible for Regional Center services, the Court requires an evaluation from a qualified medical professional. The current court form, entitled Capacity Declaration – Conservatorship (GC- 335), is not appropriate for limited conservatorship matters. That form specifically requires a determination of whether or not the proposed conservatee has a major cognitive disorder, whether the proposed conservatee needs to be placed in a residential care facility for the elderly and whether they would benefit from medication for the treatment of major cognitive disorders.

Limited conservatorships for the developmentally disabled are significantly different. Under Probate Code §1420, Developmental Disability is defined as a condition that arises before age 18, continues indefinitely and is a substantial disability. It includes intellectual disability, autism, cerebral palsy and epilepsy. It also includes physical disabilities that are closely identified with the developmental disability.

If parties are unable to obtain a Regional Center report, the evaluation by a medical professional must include the diagnosis of the developmental disability and what rights should be removed from the individual. Parties can contact their own doctors for a referral to such a professional or may be able to obtain a referral from Regional Center.

Request for Estate Powers

Most limited conservatees receive public benefits. As the conservator is required to account to the agency from which benefits are received, the Court does not require accountings. Therefore, if the proposed conservatee receives only public benefits, conservatorship of the estate is not appropriate.

There are instances where the proposed conservatee does have an estate that is not derived solely from public benefits. In those cases, the Court will generally not establish conservatorship of the estate IF funds are placed in a Special Needs Trust or if they are placed in a blocked account.

There are specific provisions in a Special Needs Trust that allow for public benefits to continue as no funds therefrom can be used for food, clothing or shelter. However, it will provide for extras (such as TV, stereo, vacation) that are not covered by those benefits.

Court authority is necessary for any withdrawals from a blocked account and requires an order to establish said account and a receipt from the financial institution proving that such an account has been opened. Blocked accounts may only contain the amount that is FDIC secured.

John and Jane Doe

1234 South Street

Santa Ana, CA 92701

(714) 567-8910

Self-represented

SUPERIOR COURT OF THE STATE OF CALIFORNIA

IN AND FOR THE COUNTY OF ORANGE

Response to Probate Notes:

1. Regional Center does not recommend powers 3 and 6 nor does the Probate Investigator.

Petitioners hereby withdraw their request for powers 3 and 6 after discussion with the Public Defender.

2. 15 days-notice of the hearing must be given to the paternal grandfather or Petitioners need to file a verified supplement regarding diligent efforts to find him.

Petitioners have had no contact with the paternal grandfather for over 20 years. He deserted the family. Petitioners have looked on social media and searched the internet but have found no reference to him Relatives have been asked but no one admits to knowing his whereabouts. Petitioners ask that the Court waive notice to the paternal grandfather.

3. 15 days-notice is required to be given to counsel for the proposed conservatee, the Public Defender.

Petitioners have given 15 days-notice to the Public Defender and filed a new Notice of Hearing.

We declare under penalty of perjury and the laws of the State of California that the foregoing is true and correct. Executed this 22 nd day of July 2019 at Santa Ana, CA.

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July 22, 2019 John Doe

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July 22, 2019 Jane Doe

1 John and Jane Doe 1234 South Street 2 Santa Ana, CA 92701 (714)567-8910 3 jandjdoe@email.com

4 SUPERIOR COURT OF THE STATE OF CALIFORNIA

5 IN AND FOR THE COUNTY OF ORANGE

6 CONSERVATORSHIP OF Case No.: 30-2019-0000000

7 Jack Doe A.K.A. John Doe, Jr. 8 RESPONSE TO PROBATE NOTES

9 Response to Probate Notes:

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11 1. Regional Center does not recommend powers 3 and 6 nor does the Probate Investigator.

12 Petitioners hereby withdraw their requests for powers 3 and 6 after discussion with the Public Defender.

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14 2. 15 days-notice of the hearing must be given to the paternal grandfather or Petitioners need to file a

15 verified supplement regarding diligent efforts to find him.

16 Petitioners have had no contact with the paternal grandfather for over 20 years. He deserted the

17 family. Petitioners have looked on social media and searched the internet, but have found no reference

18 to him. Relatives have been asked, but no one admits to knowing his whereabouts.

19 Petitioners ask that the Court waive notice to the paternal grandfather.

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21 3. 15 days-notice required to be given to counsel for the proposed conservatee, the Public Defender.

22 Petitioners have given 15 days-notice to the Public Defender and filed a new Notice of Hearing.

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24 4. Proposed co-conservators must file consent to serve.

25 Both proposed co-conservators have now signed a Consent to Serve.

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27 5. Notice must be given to each individual separately regardless of whether they live at the same address.

28 Individual notice has now been given to each individual and Notice of Hearing has been filed.

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

3 Executed this 22 nd day of July 2019 at Santa Ana, CA.

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5 _________________ ______________________________

6 July 22, 2019 John Doe

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8 __________________ ______________________________

9 July 22, 2019 Jane Doe

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