Conservatorship of Wayne O. Evenson
Conservatorship of Wayne O. Evenson
Case Number
22PR00263
Case Type
Hearing Date / Time
Tue, 08/13/2024 - 09:00
Nature of Proceedings
Review: Request for Surcharge and Accounting
Tentative Ruling
Probate Notes:
Appearances required.
On December 27, 2023, Shirley Evenson filed a Petition that contained a request for surcharge of a former co-conservator, Donna R. Maron, pursuant to Probate Code section 2401.3(a). Donna R. Maron filed an objection to that request on April 15, 2024, placing the matter at issue and requiring evidentiary hearing to resolve. (In re Estate of Lensch (2009) 177 Cal.App.4th 667, 676; Conservatorship of Farrant (2021) 67 Cal.App.5th 370, 377.)
On May 7, 2024, the Court ordered Donna R. Maron to provide an accounting compliant with Probate Code section 1060 et seq. before an evidentiary hearing is scheduled, because the request for surcharge requires exact damages calculations and proof of malfeasance. No deadline was placed on that order, but no accounting has been filed since the order was made.