Santa Clara — PB-4080*

Source: https://santaclara.courts.ca.gov/system/files/forms/pb-4080_rem.pdf

SUPERIOR COURT OF CALIFORNIA COUNTY OF SANTA CLARA

Probate Uncontested Ex Parte Coversheet: Matters Submitted on the Pleadings

Case Number: Date Submitted:____________________

Case Name:

Party Seeking Judicial Review and Relief:

Party seeking Judicial Review and relief is (check all that apply):

□ Trustee □ Personal Representative □ Trust Beneficiary □ Estate Heir □ Surviving Spouse □ Guardian □ Conservator □ Attorney for Conservatee □ Other (explain): .

Attorney or Party Contact Information:

Attorney/Party Name:

Email Address:

Telephone No.:

Petition type: □ Probate □ Final Distribution Petition with Waiver of Accounting and Consents □ Payment of creditor claims □ Payment of Attorney and/or Administrator Fees with Waiver of Hearing and

Consents

□ Transfer Will □ Small Estate Collection (Probate Code 13100 et. seq.)

□ Spousal Property Petition §13650 with Waiver of Hearing and Consents

PB-4080 09/17/2021 Probate Uncontested Ex Parte Coversheet: Page 1 of 4 For Mandatory Use Matters Submitted on the Pleadings

□ Petition to Determine Succession to Real Property §13152 with Waiver of Hearing

and Consents

□ Approval of Settlement Agreement with Waiver of Hearing and Consents □ Appoint Guardian Ad Litem □ Increase/Decrease Bond □ Conservatorship □ Petition for Attorney Fees for Court-Appointed Counsel for Conservatee with

Waiver of Hearing and Consents

□ Petition for Conservator Fees with Waiver of Hearing and Consents □ Other _____________________________________________________________

Interested Parties - Minors or Persons Lacking Capacity

List the full name(s) and relationship(s) of all interested persons who are minors and/or otherwise lack capacity, and whether any guardian ad litem, conservator, or attorney in fact has been appointed (please attach an extra sheet if more space is required):

Name Relationship GAL/CNR/AIF

Probate - Final Distribution Petition with Waivers of Accounting and Consents □ Inventory and Appraisal filed □ Waivers of accounting from heirs/beneficiaries attached □ Consents from heirs/beneficiaries attached.

PB-4080 09/17/2021 Probate Uncontested Ex Parte Coversheet: Page 2 of 4 For Mandatory Use Matters Submitted on the Pleadings

Spousal/Domestic Partner Property Petition §13650 □ Consents from all children or heirs attached □ Declaration summarizing the community / separate property nature of assets attached □ If estate includes an unincorporated business or an interest therein, list of known creditors and

amount owed to each creditor is attached

Petition to Determine Successor to Real Property §13150 □ Inventory and Appraisal provided □ Consents provided from any persons listed in #9 or #10 □ Legal description of property attached □ If required - attached copy of will

Petition to Approve Settlement Agreement (check all that apply):

□ All trust beneficiaries/estate heirs/interested parties have signed the settlement agreement, or □ Not all interested parties signed the settlement agreement □ The settlement agreement contains a provision that the agreement shall be made a court order

Petition for Attorney’s Fees for Court Appointed Counsel for Conservatee

□ Declaration of Attorney in support of fees □ Invoice submitted □ Consent from Conservator □ Discharge Requested

PB-4080 09/17/2021 Probate Uncontested Ex Parte Coversheet: Page 3 of 4 For Mandatory Use Matters Submitted on the Pleadings

Petition for Conservator’s and/or Conservator's Attorney’s Fees □ Declaration of Attorney in support of fees □ Invoices are submitted □ Consent from Attorney for Conservatee (if counsel appointed) □ Consents from all parties entitled to notice

Page 4 of 4PB-4080 09/17/2021 Probate Uncontested Ex Parte Coversheet:

For Mandatory Use Matters Submitted on the Pleadings