INSTRUCTIONS: CALIFORNIA EX PARTE PETITION FOR AUTHORITY TO SELL SECURITIES AND ORDER (Form DE-270/GC-070)

The form discussed in this article is by a California estate conservator, guardian or personal representative to file an ex parte petition for authority to sell securities and order. This document can be obtained from the website maintained by the California Judicial Branch.

California Ex Parte Petition For Authority To Sell Securities And Order DE-270/GC-070 Step 1: Enter the name of your attorney in the first blank box, as well as their address, state bar number and phone number. If not represented by an attorney, enter your name, address and telephone number. In either instance, providing a fax number or email address is optional.

California Ex Parte Petition For Authority To Sell Securities And Order DE-270/GC-070 Step 2: In the second blank box, enter the county in which the court is located, as well as its street address, mailing address, city, zip code and branch name.

California Ex Parte Petition For Authority To Sell Securities And Order DE-270/GC-070 Step 3: Indicate with a check mark whether this concerns the estate of a decedent, conservatee or minor.

California Ex Parte Petition For Authority To Sell Securities And Order DE-270/GC-070 Step 4: Where indicated, enter the case number.

California Ex Parte Petition For Authority To Sell Securities And Order DE-270/GC-070 Step 5: On line 1, indicate with a check mark whether the petitioner is a personal representative, conservator or guardian.

California Ex Parte Petition For Authority To Sell Securities And Order DE-270/GC-070 Step 6: Check the box on line 2b if authority is given in the decedent's will to sell this property.

California Ex Parte Petition For Authority To Sell Securities And Order DE-270/GC-070 Step 7: On line 2c, indicate with a check mark the reason why sale of this property is necessary.

California Ex Parte Petition For Authority To Sell Securities And Order DE-270/GC-070 Step 8: Check the box on line 2d if this sale is for the advantage, benefit and best interests of the estate and those interested in it.

California Ex Parte Petition For Authority To Sell Securities And Order DE-270/GC-070 Step 9: Check any relevant statements on line 2e. 

California Ex Parte Petition For Authority To Sell Securities And Order DE-270/GC-070 Step 10: Sign and date the form where indicated.

INSTRUCTIONS: CALIFORNIA PETITION FOR APPOINTMENT OF PROBATE CONSERVATOR (Form GC-310)

The document discussed in this article is used to request the appointment of a California probate conservator. This form can be obtained from the website maintained by the California Judicial Branch.

California Petition For Appointment Of Probate Conservator GC-310 Step 1: In the first box at the top of the page, enter the name of your attorney, their State Bar number and address and the name of the person being represented, as well as their telephone number. If you are not represented by an attorney, provide your name, address and telephone number. In either instance, providing a fax number or email address is optional.

California Petition For Appointment Of Probate Conservator GC-310 Step 2: In the second box, enter the county in which the court is located, its street and mailing addresses, its city and zip code, and its branch name.

California Petition For Appointment Of Probate Conservator GC-310 Step 3: In the third box, enter the name of the proposed conservatee.

California Petition For Appointment Of Probate Conservator GC-310 Step 4: In the fourth box, enter the case number.

California Petition For Appointment Of Probate Conservator GC-310 Step 5: In the last three blank boxes, enter the case number, the hearing date and time, and the department number.

California Petition For Appointment Of Probate Conservator GC-310 Step 6: Indicate with a check mark whether this petition concerns a successor, as well as whether this concerns a person, estate or limited conservatorship.

California Petition For Appointment Of Probate Conservator GC-310 Step 7: On line 1, enter your name.

California Petition For Appointment Of Probate Conservator GC-310 Step 8: On line 1a, enter the name and address of the person you are petitioning to have appointed successor, conservator or limited conservator for a person. Indicate which with a check mark.

California Petition For Appointment Of Probate Conservator GC-310 Step 9: On line 1b, enter the name, telephone number and address of the estate of the conservatee or proposed conservatee to whom you wish to have appointed a successor, conservator or limited conservator. Indicate which with a check mark.

California Petition For Appointment Of Probate Conservator GC-310 Step 10: At the top of the second page and each subsequent page, enter the name of the conservatee and the case number. Complete the rest of the form as directed.

INSTRUCTIONS: CALIFORNIA SCHEDULE A, RECEIPTS, DIVIDENDS — STANDARD ACCOUNT (Form GC-400(A)(1))

The form discussed in this article is used by California guardianships and conservatorships to document receipts of dividends. Note that you should note returns of principal but not include their dollar amounts. Report returns of principal on Schedule A1, Return of Principal Items, instead, add their dollar amounts to cash assets on hand and subtract their dollar amounts from the carry values of the securities involved. Both documents can be obtained from the website maintained by the California Judicial Branch.

California Schedule A, Receipts, Dividends — Standard Account GC-400(A)(1) Step 1: Check the first box if filing for a conservatorship.

California Schedule A, Receipts, Dividends — Standard Account GC-400(A)(1) Step 2: Check the second box if filing for a guardianship.

California Schedule A, Receipts, Dividends — Standard Account GC-400(A)(1) Step 3: Where indicated, enter the name of the conservatee or minor.

California Schedule A, Receipts, Dividends — Standard Account GC-400(A)(1) Step 4: Check the third box if you have entered the name of a conservatee.

California Schedule A, Receipts, Dividends — Standard Account GC-400(A)(1) Step 5: Check the fourth box if you have entered the name of a minor.

California Schedule A, Receipts, Dividends — Standard Account GC-400(A)(1) Step 6: In the box where indicated, enter the case number assigned to the estate.

California Schedule A, Receipts, Dividends — Standard Account GC-400(A)(1) Step 7: In the first column of the table provided, enter the month, date and year of each receipt.

California Schedule A, Receipts, Dividends — Standard Account GC-400(A)(1) Step 8: In the second column, enter a description of each receipt. Report dividends from each security separately.

California Schedule A, Receipts, Dividends — Standard Account GC-400(A)(1) Step 9: In the third column, enter the amount of receipt.

California Schedule A, Receipts, Dividends — Standard Account GC-400(A)(1) Step 10: Complete additional pages as necessary for complete documentation of all receipts.

California Schedule A, Receipts, Dividends — Standard Account GC-400(A)(1) Step 11: Enter the total from all pages at the bottom of the table.

California Schedule A, Receipts, Dividends — Standard Account GC-400(A)(1) Step 12: Include the total of all receipts on line 3 of the Summary of Account form.

INSTRUCTIONS: CALIFORNIA SCHEDULE C, DISBURSEMENTS, LIVING EXPENSES — STANDARD ACCOUNT (Form GC-400(C)(7))

The form discussed in this article is used by a California guardianship or conservatorship to document living expenses including personal expenses, noninstitutional housing costs, clothing and food. This document can be obtained from the website maintained by the California Judicial Branch.

California Schedule C, Disbursements, Living Expenses — Standard Account GC-400(C)(7) Step 1: Check the first box if you are filing for a conservatorship.

California Schedule C, Disbursements, Living Expenses — Standard Account GC-400(C)(7) Step 2: Check the second box if you are filing for a guardianship.

California Schedule C, Disbursements, Living Expenses — Standard Account GC-400(C)(7) Step 3: Enter the name of the conservatee or minor.

California Schedule C, Disbursements, Living Expenses — Standard Account GC-400(C)(7) Step 4: Check the third box if you entered the name of a conservatee.

California Schedule C, Disbursements, Living Expenses — Standard Account GC-400(C)(7) Step 4: Check the fourth box if you entered the name of a minor.

California Schedule C, Disbursements, Living Expenses — Standard Account GC-400(C)(7) Step 5: Where indicated, enter the case number.

California Schedule C, Disbursements, Living Expenses — Standard Account GC-400(C)(7) Step 6: In the first column of the table provided, enter the date of each payment.

California Schedule C, Disbursements, Living Expenses — Standard Account GC-400(C)(7) Step 7: In the second column, enter the check number of each payment.

California Schedule C, Disbursements, Living Expenses — Standard Account GC-400(C)(7) Step 8: In the third column, enter each payee and the purpose of each payment.

California Schedule C, Disbursements, Living Expenses — Standard Account GC-400(C)(7) Step 9: In the fourth column, enter the amount of each payment.

California Schedule C, Disbursements, Living Expenses — Standard Account GC-400(C)(7) Step 10: Complete additional pages as necessary for complete documentation of living expenses.

California Schedule C, Disbursements, Living Expenses — Standard Account GC-400(C)(7) Step 11: Enter the total of all expenses at the bottom of the table.

California Schedule C, Disbursements, Living Expenses — Standard Account GC-400(C)(7) Step 12: Include the total of these expenses on line 8 of the Summary of Account form.

INSTRUCTIONS: CALIFORNIA CIVIL SUBPOENA (DUCES TECUM) FOR PERSONAL APPEARANCE AND PRODUCTION OF DOCUMENTS, ELECTRONICALLY STORED INFORMATION, AND THINGS AT TRIAL OR HEARING AND DECLARATION

The document discussed in this article is served upon California residents to require them to appear at a trial or hearing. This document can be obtained from the website maintained by the California Judicial Branch.

California Civil Subpoena (Duces Tecum) For Personal Appearance And Production Of Documents, Electronically Stored Information, And Things At Trial Or Hearing And Declaration Step 1: In the first box at the top of the first page, the name of the attorney filing this form or the party filing it without an attorney should be entered, along with their telephone number, address, fax number, email address and (if an attorney) state bar number.

California Civil Subpoena (Duces Tecum) For Personal Appearance And Production Of Documents, Electronically Stored Information, And Things At Trial Or Hearing And Declaration Step 2: In the second box, the name of the court, its street and mailing address, city and zip code, and branch name should be entered.

California Civil Subpoena (Duces Tecum) For Personal Appearance And Production Of Documents, Electronically Stored Information, And Things At Trial Or Hearing And Declaration Step 3: In the third box, the names of the plaintiff and defendant should be entered.

California Civil Subpoena (Duces Tecum) For Personal Appearance And Production Of Documents, Electronically Stored Information, And Things At Trial Or Hearing And Declaration Step 4: In the fourth box, enter the case number.

California Civil Subpoena (Duces Tecum) For Personal Appearance And Production Of Documents, Electronically Stored Information, And Things At Trial Or Hearing And Declaration Step 5: In box 1, the date, time, room and address at which the witness is being required to attend should be entered.

California Civil Subpoena (Duces Tecum) For Personal Appearance And Production Of Documents, Electronically Stored Information, And Things At Trial Or Hearing And Declaration Step 6: In section 3, indicate whether the witness is required to attend in person with a check mark.

California Civil Subpoena (Duces Tecum) For Personal Appearance And Production Of Documents, Electronically Stored Information, And Things At Trial Or Hearing And Declaration Step 7: In section 4, enter the name and telephone number of the person to be contacted by the witness with any questions. Complete the rest of the form as instructed.

INSTRUCTIONS: OHIO NOTICE AND CITATION OF HEARING ON APPOINTMENT OF FIDUCIARY (Form 4.4)

The document discussed in this article is completed by an Ohio probate judge or deputy clerk to notify involved parties regarding an upcoming hearing on the appointment of a fiduciary for the administration of an estate. This document can be obtained from the website maintained by the Ohio Supreme Court.

Ohio Notice And Citation Of Hearing On Appointment Of Fiduciary 4.4 Step 1: Enter the name of the county in which the probate court is located on the first blank line.

Ohio Notice And Citation Of Hearing On Appointment Of Fiduciary 4.4 Step 2: Enter the name of the decedent whose estate is being administered on the second blank line.

Ohio Notice And Citation Of Hearing On Appointment Of Fiduciary 4.4 Step 3: Enter the case number assigned to administration of the estate on the third blank line.

Ohio Notice And Citation Of Hearing On Appointment Of Fiduciary 4.4 Step 4: In the section provided below, enter the names and addresses of all persons being notified of this upcoming hearing.

Ohio Notice And Citation Of Hearing On Appointment Of Fiduciary 4.4 Step 5: On the next blank line, enter the name of the applicant.

Ohio Notice And Citation Of Hearing On Appointment Of Fiduciary 4.4 Step 6: On the next blank line, enter the date on which the hearing will be held.

Ohio Notice And Citation Of Hearing On Appointment Of Fiduciary 4.4 Step 7: On the next blank line, enter the time at which the hearing will be held.

Ohio Notice And Citation Of Hearing On Appointment Of Fiduciary 4.4 Step 8: On the next blank line, enter "A" if the hearing will be held before noon or "P" if it will be held at noon or after.

Ohio Notice And Citation Of Hearing On Appointment Of Fiduciary 4.4 Step 9: On the next two blank lines, enter the location of the court.

Ohio Notice And Citation Of Hearing On Appointment Of Fiduciary 4.4 Step 10: On the last blank line, the probate judge or deputy clerk completing the form will enter their signature.

Ohio Notice And Citation Of Hearing On Appointment Of Fiduciary 4.4 Step 11: Send the form to all parties listed.

INSTRUCTIONS: OHIO CITATION TO SURVIVING SPOUSE TO EXERCISE ELECTIVE RIGHTS (Form 8.0)

The document discussed in this article is sent to surviving spouses as part of the administration of an Ohio estate to advise them to exercise their elective rights. Failure to do so within five months of the initial appointment of the administrator or executor will be taken as an election not to exercise these rights. The form will be completed by the deputy clerk of the court and can be found on the website maintained by the Ohio Supreme Court.

Ohio Citation To Surviving Spouse To Exercise Elective Rights 8.0 Step 1: Enter the name of the county in which the probate court is located on the first blank line.

Ohio Citation To Surviving Spouse To Exercise Elective Rights 8.0 Step 2: Enter the name of the estate on the second blank line.

Ohio Citation To Surviving Spouse To Exercise Elective Rights 8.0 Step 3: Enter the case number on the third blank line.

Ohio Citation To Surviving Spouse To Exercise Elective Rights 8.0 Step 4: Enter the name of the surviving spouse on the fourth blank line.

Ohio Citation To Surviving Spouse To Exercise Elective Rights 8.0 Step 5: Enter the street address of the surviving spouse on the fifth blank line.

Ohio Citation To Surviving Spouse To Exercise Elective Rights 8.0 Step 6: Enter the city, state and zip code of the surviving spouse on the sixth blank line.

Ohio Citation To Surviving Spouse To Exercise Elective Rights 8.0 Step 7: Enter the date of the appointment of the administrator or executor on the seventh blank line.

Ohio Citation To Surviving Spouse To Exercise Elective Rights 8.0 Step 8: Enter the address of the probate court on the eighth blank line.

Ohio Citation To Surviving Spouse To Exercise Elective Rights 8.0 Step 9: On the left, enter the name of the attorney for the applicant, their registration number, and their address and phone number.

Ohio Citation To Surviving Spouse To Exercise Elective Rights 8.0 Step 10: On the right, enter the name, title, address and phone number of the administrator or executor.

Ohio Citation To Surviving Spouse To Exercise Elective Rights 8.0 Step 11: The form will be signed and dated by the court deputy clerk.