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Conservatorship of Mary Louise Hamann

Case Number

17PR00010

Case Type

Conservatorship - Person and Estate

Hearing Date / Time

Thu, 09/14/2023 - 09:00

Nature of Proceedings

Accounting 3rd Account

Tentative Ruling

Appearance required.

This matter was previously continued to provide the Conservator sufficient time to file a supplement that addresses the deficiencies listed below that were previously noted at the last hearing:

Supplement re: Conservator’s Fee request. Digital page 61 of the petition states that the Conservator paid herself $39,266.36 pursuant to the previous court order. On digital page 8, the prayer asks for $19,110.76. Upon review of the Conservator’s billing statements, each month ends in a balance of 0 (zero).

Please provide the Court a supplement explaining the following:

  • Did the Conservator pay herself the $39,266.36 allowed by court order?
  • Is the Conservator asking for an additional $19,110.76 ?
  • If the response to both is yes, please provide a detailed explanation for the need for the additional fees.

Supplement re: Safety Deposit Box. Digital Page 56 of the Petition shows that on 07/07/2020 $65.00 was paid for a Safety Deposit Box. Having a safety deposit box is not necessarily inappropriate, however, the Court has concerns as to the contents. The contents could be assets that need to be protected and therefore marshalled by the estate. Or, on the contrary, it could be empty and be a waste of the estate’s funds. Please provide a supplement providing the Court the contents of the safety deposit box.

Supplement re: A-American Self- Storage. Digital pages 75-76 of the petition show that $11,932.00 was paid to A-American Self-Storage. There are two concerns the Court has with this transaction. The first is the need to determine if within the Contents of the storage there are assets unbeknownst to the estate (security certificates, titles of ownership, written Will etc.) that need to be marshalled and protected by the estate. The second is whether this expense is necessary, and if it is in the Conservatee’s best interest to dispose of these tangible properties. (See Cal. Rules of Court, rule 7.1059 (b0 (18).) Please provide a supplement that addresses the storage and its contents.

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