LOCAL RULES SUPERIOR COURT of CALIFORNIA, COUNTY of ORANGE DIVISION 6 PROBATE. Rule Eff. Page
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1 DIVISION 6 PROBATE Chapter 1. General Information 600 Application 07/01/ Filing Procedures, Hearings, and Telephone Appearances 07/01/ Vacated 07/01/ Lodging Voluminous Material for Review 07/01/ Vacated 07/01/ Captions of Petitions 07/01/ Approved Matters and Probate Notes 07/01/ Contested Matters 07/01/ Continuances 07/01/ Advancement of Hearing 07/01/ Consolidation with the Lowest Number 07/01/ Vacated 07/01/ Vacated 07/01/ Petitions for Ex Parte Orders 07/01/ Probate Orders 07/01/ Nunc Pro Tunc Orders Correcting Clerical Errors 07/01/ Bonds 07/01/ Vacated 07/01/ Letters 07/01/ Attorneys to Announce their Names 07/01/ Vacated 07/01/ Motions to be Relieved as Counsel of Record 07/01/ Law and Motion Matters 07/01/ Guardians Ad Litem 07/01/
2 Chapter 2. General Notice Requirements Vacated 07/01/ Additional Notice Requirements 07/01/ Vacated 07/01/ Vacated 07/01/ Vacated 07/01/ Notice to Trust Beneficiaries 07/01/ Vacated 07/01/ Notice when Compensation Requested for Extraordinary Services 07/01/ Notice of Petitions Affecting Inheritance Tax 07/01/ Chapter 3. Appointment of Personal Representatives Special Letters of Administration 07/01/ Wills and Codicils as Exhibits to Petition 07/01/ Declinations and Consents to Serve 07/01/ Allegations in Petitions re Heirs or Devisees 07/01/ Allegations in Petitions re Pour Over to Trust 07/01/ Request for Authority to Administer Estate under the Independent Administration of Estates Act 07/01/ Statement of Address of Nonresident Personal Representative 07/01/ Petitions for Probate Subsequent to Published Notice 07/01/ Notice to Foreign Consuls 07/01/ Notice to Public Administrator 07/01/ Proof of Wills by Affidavit or Declaration 07/01/ Lost or Destroyed Will 07/01/ Bonding of Personal Representatives 07/01/ Petition to Set Aside under Probate Code Sections , or for Letters 07/01/ Addition of Other Names by which Decedent Was Known 07/01/ Chapter 4. Probate Referees, Inventories, and Appraisals Probate Referees 07/01/ Character of Property 07/01/ Report of Status of Appraisal 07/01/ Appraisal by Independent Expert 07/01/
3 Chapter 5. Creditors Claims Form of Claims 07/01/ Allowance or Rejection of Claims 07/01/ Claims of Representatives and their Attorneys 07/01/ Approval of Funeral and Interment Claims 07/01/ Payment of Interest on Funeral and Interment Claims 07/01/ Claims of Personal Representatives for Reimbursement for Debts of Decedent and Funeral Expenses 07/01/ Claims Acted upon by Personal Representatives Acting under Independent Administration of Estates Act 07/01/ Special Creditors Claims 07/01/ Chapter 6. Sales Sales of Specifically Devised Property 07/01/ Tangible Personal Property must be Appraised before Sale 07/01/ Sales of Securities pursuant to Probate Code /01/ Sales of Cooperatives and Mobile Homes 07/01/ Exclusive Listings for the Sale of Real Property 07/01/ Compensation to Brokers 07/01/ Required Allegations Regarding Efforts to Obtain the Highest and Best Price 07/01/ Published Notice and Terms of Sale 07/01/ Mailed Notice of Sale 07/01/ Real Property Sales Appraisals 07/01/ Conditional Sales of Real Property 07/01/ Sales of Real Property where Buyer Assumes or Buys Subject to Existing Encumbrance 07/01/ Requests that Petitions Be Continued or Taken Off Calendar 07/01/ Vacated 07/01/ Proceedings on Overbids on Real Property 07/01/ Bonds on Sales of Real Estate 07/01/ Order Vacating Sales and Directing Resale 07/01/ Order Vacating Sale and Confirming Sale to New Bidder 07/01/ Chapter 7. Miscellaneous Petitions Petitions for Family Allowance 07/01/ Petitions for Authority to Borrow Money Bonds 07/01/ Petitions to Determine Title to Real or Personal Property pursuant to Probate Code /01/
4 Petitions for Permission to Continue Operation of a Decedent s Business 07/01/ Petitions for Determination of Entitlement to Estate Distribution 07/01/ Petitions to Vacate Order Fixing Inheritance Tax 07/01/ Petitions to Compromise Wrongful Death Claims 07/01/ Petitions Filed under the Uniform Transfers to Minors Act (UTMA) 07/01/ Petitions to Authorize Medical Treatment for Adult without Conservator 07/01/ Spousal Property Petitions (Probate Code Sections and 13660) 01/01/ Petitions for Change of Name 07/01/ Chapter 8. Accounts, Compensation, and Distribution Required Form of Accounts for Decedent s Estates and Trusts 07/01/ Required Form of Accounts for Conservatorships and Guardianships 07/01/ General Information on Compensation 07/01/ Vacated 07/01/ Request for Compensation in Estates Administered under Independent Administration of Estates Act 07/01/ Request for Compensation in Decedents Estates Lacking Cash for Payment 07/01/ Vacated 07/01/ Creditors Claims 07/01/ Administration Costs 07/01/ Taxes 07/01/ Health Care Benefits 07/01/ Vacated 07/01/ Election by Spouse to Submit Property to Administration 07/01/ Disclaimers 07/01/ Vacated 07/01/ Distributions to Assignees 07/01/ Notice to Trust Beneficiaries 07/01/ Vacated 07/01/ Orders Dispensing with Accounts in Guardianships and Conservatorships 07/01/ Completeness of Petitions, Accounts and Orders 07/01/
5 Documents to be on File before Hearing on Petition for Distribution 07/01/ Vacated 07/01/ Chapter 9. Joint Tenancies and Life Estates Proceedings Must Be in Name of Decedent 07/01/ Separate Petition Preferred 07/01/ Hearings 07/01/ Inventories Unnecessary 07/01/ Attorney Fees 07/01/ Chapter 10. Guardianships Consolidation of Adoption & Guardianship Proceedings 07/01/ Appointment of Temporary Guardian 07/01/ Vacated 07/01/ Appointment of General Guardian 07/01/ Waiver of Investigation and Report 07/01/ Vacated 07/01/ Guardianship of the Person Investigation Fees 10/01/ Vacated 07/01/ Vacated 07/01/ Petitions for Appointment of Non-Profit Corporations as Guardians of Minors 07/01/ Duties of Guardian Liability of Parents to Support Child 07/01/ Guardians Accounts 07/01/ Vacated 07/01/ Additional Independent Powers 07/01/ Bonds for Guardians 07/01/ Investments by Guardian 07/01/ Vacated 07/01/ Deceased Wards Liquidation of Estate 07/01/ Attorneys Appointed for Wards or Proposed Wards 07/01/ Chapter 11. Conservators Appointment of Out-of-State Conservators 07/01/ Appointment of Temporary Conservator 07/01/ Appointment of General Conservator 07/01/ Petition for Appointment of Non-Profit Corporations as Conservators 07/01/ Vacated 07/01/
6 Capacity to Give Informed Consent for Medical Treatment 07/01/ Additional Independent Powers 07/01/ Establishing Trusts for Conservatees 07/01/ Bonds of Conservators 07/01/ Investments by Conservators 07/01/ Conservators Accounts 07/01/ Substituted Judgment 07/01/ Petitions to Terminate Conservatorship 07/01/ Death of the Conservatee 07/01/ Vacated 07/01/ Deceased Conservatees Liquidation of Estate 07/01/ Attorneys Appointed for Conservatees or Proposed Conservatees 07/01/ Vacated 07/01/ Conservator s Handbook and Orientation Program 07/01/ Visitation 07/01/ Chapter 12. Trusts - Vacated Vacated 07/01/ Vacated 07/01/ Vacated 07/01/ Chapter 13. Blocked Accounts in Guardianships, Conservatorships, Decedent s Estates, and Trusts Forms 07/01/ General Information on Blocked Accounts 07/01/ Deposit of Minors Funds in Blocked Accounts (No Guardianship Estate) 07/01/ Withdrawal of Funds of Former Minor now 18 Years or Older 07/01/ Withdrawals during Minority 07/01/ Deposit of Funds of Guardianship Estate in Blocked Account 07/01/ Withdrawal of Guardianship Estate Funds from Blocked Account 07/01/ Deposit of Decedent s or Conservatee s Estate Funds in Blocked Account 07/01/ Withdrawal of Decedent s or Conservatee s Estate Funds from Blocked Account 07/01/
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