Conservatorship of Courtney O'Connor

Case Number

22PR00336

Case Type

Hearing Date / Time

Mon, 01/08/2024 - 08:30

Nature of Proceedings

First Accounting and Report

Tentative Ruling

Probate Notes:

Court records show that an Accounting is due (See Prob. Code, § 2620), but there is no accounting on file.  The Court ordered the accounting on October 13, 2022.  According to the order, the Accounting should have been filed for review by December 24, 2023, which is 15 days before the hearing.

If the estate qualifies, the conservator may request an order dispensing with accountings pursuant to Probate Code section 2628. This may often be accomplished by submission of a declaration (Judicial Council Form MC-030) ex parte.

As the Court’s representative, the Court Investigator is required to visit the conservatee to make advisements and determine ongoing need in accordance with Probate Code section 1851. The Court Investigator must be served with a copy of the accounting. In Santa Maria, it should be sent to 312-C E. Cook Street, Santa Maria, CA 93454. In Santa Barbara, it should be sent to 118 E. Figueroa, Santa Barbara, CA 93101.