INSTRUCTIONS: CALIFORNIA INVENTORY AND APPRAISAL ATTACHMENT (Form DE-161/GC-041)

The document discussed in this article is filed alongside the California Inventory and Appraisal document contained on form DE-160/GC-040. This document is filed as part of a partial, final, corrected or supplemental inventory for an estate, or one conducted as part of a reappraisal for sale or to obtain a property tax certificate. When insufficient space is provided for documenting all parts of the estate inventory, the attachment discussed here can be used to provide further documentation. All these forms can be found on the website maintained by the California Judicial Branch.

California Inventory And Appraisal Attachment DE-161/GC-041 Step 1: In the first blank box, enter the name of the decedent.

California Inventory And Appraisal Attachment DE-161/GC-041 Step 2: In the second blank box, enter the case number.

California Inventory And Appraisal Attachment DE-161/GC-041 Step 3: On the first blank line, enter the number of attachment.

California Inventory And Appraisal Attachment DE-161/GC-041 Step 4: In the first column of the table provided, enter the number of each item.

California Inventory And Appraisal Attachment DE-161/GC-041 Step 5: In the second column, enter a description of each item.

California Inventory And Appraisal Attachment DE-161/GC-041 Step 6: In the third column, enter the appraised value of each item.

California Inventory And Appraisal Attachment DE-161/GC-041 Step 7: You may complete as many pages of this document as necessary. At the top right hand corner of each page, enter the number out of the total pages this is on the first blank line line and the total number of pages on the second blank line.

California Inventory And Appraisal Attachment DE-161/GC-041 Step 8: When filing this form along with the Inventory and Appraisal contained on form DE-160/GC-040, you must have both a total appraisal conducted by a representative guardian or conservator and an appraisal conducted by a referee. When filing, you will require the signatures of the representative, guardian, conservator or small estate claimant, as well as the signature of the fiduciary or their attorney and the signature of the probate referee. Each attachment prepared and submitted should conform to the format approved by the Judicial Council. More information about this topic can be found at the bottom of the inventory and appraisal form.

INSTRUCTIONS: CALIFORNIA PETITION FOR APPOINTMENT OF GUARDIAN AD LITEM – PROBATE (Form DE-350/GC-100)

The form discussed in this article is used to petition for the appointment of a California guardian ad litem. This document can be obtained from the website maintained by the California Judicial Branch.

California Petition For Appointment Of Guardian Ad Litem – Probate DE-350/GC-100 Step 1: In the first blank box, enter the name of your attorney and their state bar number, as well as their address and telephone number. If you are not represented by a lawyer, enter your name, address and telephone number. In either case, entering a fax number or email address is optional.

California Petition For Appointment Of Guardian Ad Litem – Probate DE-350/GC-100 Step 2: In the second blank box, enter the county in which the court is located, as well as its street and mailing addresses, city, zip code and branch name.

California Petition For Appointment Of Guardian Ad Litem – Probate DE-350/GC-100 Step 3: Indicate whether this concerns the estate of a decedent, conservatee or minor with a check mark and enter their name.

California Petition For Appointment Of Guardian Ad Litem – Probate DE-350/GC-100 Step 4: If this is a petition for an ex parte petition, check the box where indicated.

California Petition For Appointment Of Guardian Ad Litem – Probate DE-350/GC-100 Step 5: Enter the case number where indicated.

California Petition For Appointment Of Guardian Ad Litem – Probate DE-350/GC-100 Step 6: On line 1, enter your name.

California Petition For Appointment Of Guardian Ad Litem – Probate DE-350/GC-100 Step 7: Check the box on line 1a if you are the personal representative of an estate and enter the name of the estate.

California Petition For Appointment Of Guardian Ad Litem – Probate DE-350/GC-100 Step 8: Check the box on line 1b if you are a guardian and enter the name of the applicable minor.

California Petition For Appointment Of Guardian Ad Litem – Probate DE-350/GC-100 Step 9: Check the box on line 1c if you are a conservator and enter the name of the conservatee.

California Petition For Appointment Of Guardian Ad Litem – Probate DE-350/GC-100 Step 10: Check the box on line 1d if you are trustee and enter the name of the trust. Complete the rest of the form as instructed.

INSTRUCTIONS: CALIFORNIA OBJECTIONS TO INVENTORY AND APPRAISAL OF CONSERVATOR OR GUARDIAN (Form GC-045)

The form discussed in this article is used to file an objection to a California inventory and appraisal of a conservator or guardian. This document can be obtained from the website maintained by the California Judicial Branch.

California Objections To Inventory And Appraisal Of Conservator Or Guardian GC-045 Step 1: Indicate whether this concerns a guardianship or conservatorship with a check mark.

California Objections To Inventory And Appraisal Of Conservator Or Guardian GC-045 Step 2: Enter the name of the person whose estate is concerned.

California Objections To Inventory And Appraisal Of Conservator Or Guardian GC-045 Step 3: Indicate with a check mark whether this is the name of a conservatee or a minor.

California Objections To Inventory And Appraisal Of Conservator Or Guardian GC-045 Step 4: On lines 1a through 1c, enter the names of the persons completing this form.

California Objections To Inventory And Appraisal Of Conservator Or Guardian GC-045 Step 5: On line 2, enter your address and telephone number.

California Objections To Inventory And Appraisal Of Conservator Or Guardian GC-045 Step 6: On line 3, if you have an attorney, enter their name, state bar number, firm name (if applicable), street address, mailing address (if different) and phone number. Providing their fax number or email address is optional.

California Objections To Inventory And Appraisal Of Conservator Or Guardian GC-045 Step 7: On line 4, indicate your relationship to the conservatee or minor with a check mark.

California Objections To Inventory And Appraisal Of Conservator Or Guardian GC-045 Step 8: At the top of the second page, indicate with a check mark whether this concerns a conservatorship or guardianship with a check mark, enter the name of the conservatee or minor, and indicate which you have entered with a check mark, as well as providing the case number.

California Objections To Inventory And Appraisal Of Conservator Or Guardian GC-045 Step 9: On line 5, indicate with a check mark whether you object to a partial, final, supplemental, corrected or reappraisal for sale inventory and appraisal, as well as the date on which it was filed.

California Objections To Inventory And Appraisal Of Conservator Or Guardian GC-045 Step 10: Complete the rest of the form as instructed.

INSTRUCTIONS: CALIFORNIA PETITION FOR APPOINTMENT OF TEMPORARY CONSERVATOR (Form GC-111)

To request that the petitioner or a person of their nomination be appointed to the position of temporary conservator in California, the form discussed in this article is filed. This document can be obtained from the website maintained by the California Judicial Branch.

California Petition For Appointment Of Temporary Conservator GC-111 Step 1: In the first blank box, enter the name of your attorney, in addition to their state bar number, address and telephone number. If not represented by an attorney, enter your name, address and telephone number. In either instance, entering a fax number or email address is optional.

California Petition For Appointment Of Temporary Conservator GC-111 Step 2: In the second blank box, enter the county in which the court is located, as well as its street and mailing addresses, city, zip code and branch name.

California Petition For Appointment Of Temporary Conservator GC-111 Step 3: In the third blank box, enter the name of the conservatee.

California Petition For Appointment Of Temporary Conservator GC-111 Step 4: In the fourth blank box, enter the case number.

California Petition For Appointment Of Temporary Conservator GC-111 Step 5: In the next three blank boxes, enter the hearing date, department and time.

California Petition For Appointment Of Temporary Conservator GC-111 Step 6: Indicate with a check mark whether this concerns appointing a temporary conservator for an estate, person or both a person and their estate.

California Petition For Appointment Of Temporary Conservator GC-111 Step 7: On line 1, enter the name of the petitioner or petitioners.

California Petition For Appointment Of Temporary Conservator GC-111 Step 8: On line 1a, if applicable, enter the name, address and telephone number of the person being nominated to the position of temporary conservator of a person.

California Petition For Appointment Of Temporary Conservator GC-111 Step 9: On line 1b, if applicable, enter the name, address and telephone number of the person being nominated to the position of temporary conservator of an estate.

California Petition For Appointment Of Temporary Conservator GC-111 Step 10: On line 1c, check any applicable statements concerning requiring a bond.

California Petition For Appointment Of Temporary Conservator GC-111 Step 11: On line 2, enter the name and current telephone number of the conservatee.

California Petition For Appointment Of Temporary Conservator GC-111 Step 12: Complete the rest of the form as instructed.

INSTRUCTIONS: CALIFORNIA DUTIES OF GUARDIAN AND ACKNOWLEDGMENT OF RECEIPT (Form GC-248)

The form discussed in this article is given to California guardians to outline their duties. It must be signed by the guardian to acknowledge receipt of the form. This document can be obtained from the website maintained by the California Judicial Branch.

California Duties Of Guardian And Acknowledgment Of Receipt GC-248 Step 1: In the first blank box, enter the name of your attorney, their state bar number, their address, their telephone number and the name of the person being represented.

California Duties Of Guardian And Acknowledgment Of Receipt GC-248 Step 2: If you are not represented by an attorney, in the first blank box enter your name, address and telephone number.

California Duties Of Guardian And Acknowledgment Of Receipt GC-248 Step 3: Whether entering information for yourself or an attorney, providing your fax number and email address is optional.

California Duties Of Guardian And Acknowledgment Of Receipt GC-248 Step 4: In the second blank box, enter the county in which the court is located, as well as its mailing address, street address, city and zip code and branch name.

California Duties Of Guardian And Acknowledgment Of Receipt GC-248 Step 5: Indicate with a check mark whether this concerns guardianship of a person or estate with a check mark.

California Duties Of Guardian And Acknowledgment Of Receipt GC-248 Step 6: Enter the name of the minor in question.

California Duties Of Guardian And Acknowledgment Of Receipt GC-248 Step 7: Enter the case number where indicated.

California Duties Of Guardian And Acknowledgment Of Receipt GC-248 Step 8: At the top of the second page and all subsequent pages, enter the name of the minor in question and the case number.

California Duties Of Guardian And Acknowledgment Of Receipt GC-248 Step 9: The form must be signed by the recipient after reviewing the information content contained on the document's five pages. On the first blank line of the last page, type or print your name.

California Duties Of Guardian And Acknowledgment Of Receipt GC-248 Step 10: On the second blank line, enter your signature.

California Duties Of Guardian And Acknowledgment Of Receipt GC-248 Step 11: Up to two more petitioners may enter their signature and the date on the remainder of the last page.

INSTRUCTIONS: CALIFORNIA DUTIES OF CONSERVATOR AND ACKNOWLEDGMENT OF RECEIPT OF HANDBOOK FOR CONSERVATORS (Form GC-348)

The form discussed in this article outlines the duties of a California conservator and also contains an acknowledgment of the receipt of the handbook for conservators. This document can be obtained from the website maintained by the California Judicial Branch.

California Duties Of Conservator And Acknowledgment Of Receipt Of Handbook For Conservators GC-348 Step 1: In the first blank box, enter the name of the attorney, in addition to their state bar number, address, telephone number and the name of the person they are representing. Entering their fax number and email address is optional.

California Duties Of Conservator And Acknowledgment Of Receipt Of Handbook For Conservators GC-348 Step 2: If there is no attorney and you are representing yourself, enter your name, address and telephone number. Entering your fax number and email address is optional.

California Duties Of Conservator And Acknowledgment Of Receipt Of Handbook For Conservators GC-348 Step 3: In the second blank box, enter the county of the court issuing this document.

California Duties Of Conservator And Acknowledgment Of Receipt Of Handbook For Conservators GC-348 Step 4: Enter the street and mailing address of the court.

California Duties Of Conservator And Acknowledgment Of Receipt Of Handbook For Conservators GC-348 Step 5: Enter the city and zip code of the court.

California Duties Of Conservator And Acknowledgment Of Receipt Of Handbook For Conservators GC-348 Step 6: Enter the branch name of the court.

California Duties Of Conservator And Acknowledgment Of Receipt Of Handbook For Conservators GC-348 Step 7: In the third blank box, indicate with a check mark whether conservatorship is of a person or of an estate.

California Duties Of Conservator And Acknowledgment Of Receipt Of Handbook For Conservators GC-348 Step 8: Enter the name of the conservatee.

California Duties Of Conservator And Acknowledgment Of Receipt Of Handbook For Conservators GC-348 Step 9: In the fourth blank box, enter the case number.

California Duties Of Conservator And Acknowledgment Of Receipt Of Handbook For Conservators GC-348 Step 10: At the top of the second page and all subsequent pages, enter the name of the conservatee and the case number.

California Duties Of Conservator And Acknowledgment Of Receipt Of Handbook For Conservators GC-348 Step 11: Print and sign your name and enter the date on the last page.

INSTRUCTIONS: CALIFORNIA SCHEDULE C, DISBURSEMENTS, RENTAL PROPERTY EXPENSES — STANDARD ACCOUNT (Form GC-400(C)(10))

The form discussed in this article is used by California guardianships and conservatorships to document rental property expenses. This form may be obtained from the website maintained by the California Judicial Branch.

California Schedule C, Disbursements, Rental Property Expenses — Standard Account GC-400(C)(10) Step 1: If filing for a conservatorship, check the first box.

California Schedule C, Disbursements, Rental Property Expenses — Standard Account GC-400(C)(10) Step 2: If filing for a guardianship, check the second box.

California Schedule C, Disbursements, Rental Property Expenses — Standard Account GC-400(C)(10) Step 3: Enter the name of the conservatee or minor.

California Schedule C, Disbursements, Rental Property Expenses — Standard Account GC-400(C)(10) Step 4: Check the third box if you have entered the name of a conservatee.

California Schedule C, Disbursements, Rental Property Expenses — Standard Account GC-400(C)(10) Step 5: Check the fourth box if you have entered the name of a minor.

California Schedule C, Disbursements, Rental Property Expenses — Standard Account GC-400(C)(10) Step 6: Enter the case number assigned to the estate.

California Schedule C, Disbursements, Rental Property Expenses — Standard Account GC-400(C)(10) Step 7: Enter the month, date and year of each payment in the first column of the table provided.

California Schedule C, Disbursements, Rental Property Expenses — Standard Account GC-400(C)(10) Step 8: Enter the check number of each payment in the second column.

California Schedule C, Disbursements, Rental Property Expenses — Standard Account GC-400(C)(10) Step 9: Enter the name of the payee and the purpose of each payment in the third column.

California Schedule C, Disbursements, Rental Property Expenses — Standard Account GC-400(C)(10) Step 10: Enter the amount of each payment in the fourth column.

California Schedule C, Disbursements, Rental Property Expenses — Standard Account GC-400(C)(10) Step 11: Complete additional pages as necessary for complete documentation of all rental property expenses.

California Schedule C, Disbursements, Rental Property Expenses — Standard Account GC-400(C)(10) Step 12: Enter the total of all rental property expenses at the bottom of the table.

California Schedule C, Disbursements, Rental Property Expenses — Standard Account GC-400(C)(10) Step 13: Include the total expense on line 8 of the Summary of Account form.