7th and Final Account and Report
78 incoming emails for January, 9 from caregiver, 6 from bank, 34 from attorney, 1 form pharmacy, 13 from investment advisor, 4 from family, 9 from geriatric manager, 1 from pension plan, one from physician. | About what? Politics? | All petitions for orders fixing and allowing compensation must comply with the requirements of rule 7.702 concerning petitions for extraordinary compensation in decedents' estates, to the extent applicable to guardianships and conservatorships, except that the best interest of the ward or conservatee is to be considered instead of the interest of beneficiaries of the estate.
CRC 7.751(b) Phrases such as 'court appearances,' 'initial investigation, study and preparation,' 'determination of complex issues,' 'sales of property,' 'services in connection with the collection of notes and accounts,' 'services in negotiating and completing the settlement of the issues presented by * * * and subsequent services in effectuating,' 'extensive preparation in advance of the hearing,' 'extensive office consultation, research, interviewing of witnesses, collection of evidence,' 'preparation and filing of * * * tax returns * * * including numerous conferences' lend little towards informing of the extent of the extraordinary services performed, without the taking of evidence to substantiate with particularity the actual services, item by item, for which extra compensation is sought. (In re Fulcher's Estate (1965) 234 Cal.App.2d 710, 717 [emphasis added].)
According to CRC, Rule 7.756: (a) The court may consider the following nonexclusive factors in determining just and reasonable compensation for a conservator from the estate of the conservatee or a guardian from the estate of the ward: (1) The size and nature of the conservatee's or ward's estate; (2) The benefit to the conservatee or ward, or his or her estate, of the conservator's or guardian's services; (3) The necessity for the services performed; (4) The conservatee's or ward's anticipated future needs and income; (5) The time spent by the conservator or guardian in the performance of services; (6) Whether the services performed were routine or required more than ordinary skill or judgment; (7) Any unusual skill, expertise, or experience brought to the performance of services; (8) The conservator's or guardian's estimate of the value of the services performed; and (9) The compensation customarily allowed by the court in the community where the court is located for the management of conservatorships or guardianships of similar size and complexity. (b) No single factor listed in (a) should be the exclusive basis for the court's determination of just and reasonable compensation.
Discrepancy no. 8 - There is no allegation in the petition related to Court Investigator fees. "In cases involving a court investigation, a petition for approval of an account must state the amount of court investigator's assessments that have been paid and any amount due and owing. A receipt for payment must be filed, unless the fiduciary has obtained an order deferring or waiving payment of the assessment." (Local Rule 1741) Tentative Ruling: Conservatorship of Yumi Yo McLaughlin Tentative Ruling: Conservatorship of Yumi Yo McLaughlin Case Number 1483296 Case Type Conservatorship Hearing Date / Time
Tue, 06/30/2026 - 09:00 Nature of Proceedings 7th and Final Account and Report Tentative Ruling Probate Notes: The Court received Notice of Conservatee's Death (Form GC-399) on February 9, 2026. The death of a conservatee terminates the conservatorship of the person and estate by operation of law (Prob. Code, Sec. 1860, subd. (a)), but the conservator of the estate remains responsible for the custody and conservation of the estate until it is either delivered to the personal representative of the conservatee-decedent's estate, or some other lawful disposition is made. (Prob.
Code, Sec.Sec.1860, 2467.) Upon the death of a conservatee, a final accounting of the conservatee's estate must be submitted. (Prob. Code, Sec. 2620(b); CRC, Rule 7.1052(c).) The death of the conservatee "does not cause the court to lose jurisdiction of the proceeding for the purpose of settling the accounts of the [] conservator or for any other purpose incident to the enforcement of the judgments and orders of the court upon such accounts or upon the termination of the relationship." (Prob. Code, Sec. 2630.)
Tentative Ruling: Guardianship of Michael Marvin Nogues Tentative Ruling: Guardianship of Michael Marvin Nogues Case Number 18PR00202 Case Type Guardianship Hearing Date / Time Tue, 08/04/2026 - 09:00 Nature of Proceedings Petition for Visitation Tentative Ruling Probate Notes: Appearances required. Tentative Ruling: Damian Albarran vs Amita Restaurant Inc Tentative Ruling: Damian Albarran vs Amita Restaurant Inc Case Number 23CV00387 Case Type Unlimited Other Employment (15) Hearing Date / Time Tue, 07/28/2026 - 08:30 Nature of Proceedings Petition to Confirm Arbitration Tentative Ruling /media/2169 Tentative Ruling: Red Target LLC vs Dock A Wickham et al Tentative Ruling: Red Target LLC vs Dock A Wickham et al
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