Conservatorship of Piedad Diaz de Uriarte
Conservatorship of Piedad Diaz de Uriarte
Case Number
23PR00445
Case Type
Hearing Date / Time
Tue, 04/08/2025 - 09:00
Nature of Proceedings
First Accounting and Report of Conservator
Tentative Ruling
Probate Notes:
Appearances required.
The following is noted for the court at the hearing:
Discrepancy no. 1 – Missing Schedules. The accounting does not have Schedules supporting 1) losses on sale and/or gains on sale; 2) Estate on hand at end of account listing property on hand; or 3) Changes in the form of assets. (Prob. Code, §1063(a).)
Discrepancy no. 2 – The estate is losing money at a rate that will not support the conservatee past 2026. The following causes are readily identifiable from the schedules:
- Residential Care Facility
- Unnecessary expenditures (IStorage)
Discrepancy no. 3 – Schedule C totals do not match entries. The General Administration Expenses (GC-400(C)(5)) schedule totals $ 14,398.06, but is subtotaled at $20,521, a difference of $6,122.94.
Discrepancy no. 4 – Several unusual expenditures were not explained. A supplement to the petition must be filed explaining the following unusual expenditures, including the nature and purpose of the expenditure in sufficient detail to allow the court to analyze the necessity of the expenditure (Prob. Code, § 1064(a)(2)):
DATE |
PAYEE |
AMOUNT PAID |
Various/passim |
IStorage |
$2,715.45 |
Car/Car towing |
Ult. Sound/K Auto |
$855.75 |
Discrepancy no. 5 – Closing escrow statement must be provided for all sales of real property. There is no escrow statement on file.
Discrepancy no. 6 – No allegations re: Investigation 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)
Appearances:
The court is open to the public for court business. The court is also conducting hearings via Zoom videoconference.
Meeting ID: 160 543 3416
Passcode: 5053334