INSTRUCTIONS: CALIFORNIA ATTACHMENT TO PRE-MOVE NOTICE OF PROPOSED CHANGE OF PERSONAL RESIDENCE OF CONSERVATEE OR WARD (Form GC-079(MA))

The form discussed in this article is filed as an attachment to a California pre-move notice of proposed change of personal residence of a conservatee or ward if the form does not provide sufficient space to identify all people who should be notified. Both documents can be obtained from the website maintained by the California Judicial Branch.

California Attachment To Pre-Move Notice Of Proposed Change Of Personal Residence Of Conservatee Or Ward GC-079(MA) Step 1: Check the first box if this concerns a conservatorship.

California Attachment To Pre-Move Notice Of Proposed Change Of Personal Residence Of Conservatee Or Ward GC-079(MA) Step 2: Check the second box if this concerns a guardianship.

California Attachment To Pre-Move Notice Of Proposed Change Of Personal Residence Of Conservatee Or Ward GC-079(MA) Step 3: Check the third box if this concerns a conservatorship or guardianship of both a person and an estate.

California Attachment To Pre-Move Notice Of Proposed Change Of Personal Residence Of Conservatee Or Ward GC-079(MA) Step 4: Enter the name of the conservatee or minor.

California Attachment To Pre-Move Notice Of Proposed Change Of Personal Residence Of Conservatee Or Ward GC-079(MA) Step 5: Check the fourth box if you entered the name of a conservatee.

California Attachment To Pre-Move Notice Of Proposed Change Of Personal Residence Of Conservatee Or Ward GC-079(MA) Step 6: Check the fifth box if you entered the name of a minor.

California Attachment To Pre-Move Notice Of Proposed Change Of Personal Residence Of Conservatee Or Ward GC-079(MA) Step 7: Enter the case number where indicated.

California Attachment To Pre-Move Notice Of Proposed Change Of Personal Residence Of Conservatee Or Ward GC-079(MA) Step 8: Up to nine people can be documented on this page. In the first box of the section for each person, enter their name.

California Attachment To Pre-Move Notice Of Proposed Change Of Personal Residence Of Conservatee Or Ward GC-079(MA) Step 9: In the second box of each section, enter the person's relationship to the conservatee or ward.

California Attachment To Pre-Move Notice Of Proposed Change Of Personal Residence Of Conservatee Or Ward GC-079(MA) Step 10: In the third box, enter the address of each person.

INSTRUCTIONS: CALIFORNIA ORDER APPOINTING TEMPORARY GUARDIAN (Form GC-140)

The document discussed in this article is used to appoint a temporary guardian in California. This form can be found on the website maintained by the California Judicial Branch. This appointment will not be effective until letters of temporary guardianship have been issued.

California Order Appointing Temporary Guardian GC-140 Step 1: In the first blank box, enter the name of your attorney, 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 an email address or fax number is optional.

California Order Appointing Temporary Guardian GC-140 Step 2: In the second blank box, enter the county in which the court is located, its mailing address and street address, city and zip code, and its branch name.

California Order Appointing Temporary Guardian GC-140 Step 3: Indicate with a check mark whether this concerns temporary guardianship of a person or estate. Enter the name of the minor.

California Order Appointing Temporary Guardian GC-140 Step 4: Where indicated, enter the case number.

California Order Appointing Temporary Guardian GC-140 Step 5: On line 1a, enter the name of the judicial official at the hearing.

California Order Appointing Temporary Guardian GC-140 Step 6: On line 1b, enter the hearing date, time, department name and room.

California Order Appointing Temporary Guardian GC-140 Step 7: On lines 1c through 1l, check the box next to all listed parties who attended the hearing in person and enter their names.

California Order Appointing Temporary Guardian GC-140 Step 8: Check the box on line 2a if notice of the time and place of hearing has been given as required by law.

California Order Appointing Temporary Guardian GC-140 Step 9: Check the box on line 2b if notice of the time and place of hearing has been or should be dispensed with. Enter the reason why.

California Order Appointing Temporary Guardian GC-140 Step 10: Indicate the reason it is necessary that a temporary guardian be appointed with check marks on line 3.

California Order Appointing Temporary Guardian GC-140 Step 11: On line 4a, enter the name, address and telephone number of the person being appointed.

California Order Appointing Temporary Guardian GC-140 Step 12: Complete the rest of the form as instructed. 

INSTRUCTIONS: CALIFORNIA ATTACHMENT REQUESTING SPECIAL ORDERS REGARDING DEMENTIA (Form GC-313)

The form discussed in this article is filed in California along with petitions for exclusive authority to give consent for medical treatment as the conservator of a person. This document can be obtained from the website maintained by the California Judicial Branch.

California Attachment Requesting Special Orders Regarding Dementia GC-313 Step 1: In the first blank box, enter the name of the conservatee.

California Attachment Requesting Special Orders Regarding Dementia GC-313 Step 2: In the second blank box, enter the case number.

California Attachment Requesting Special Orders Regarding Dementia GC-313 Step 3: Check the box on line 1a if you are requesting that you be authorized to place the conservatee in a secured perimeter residential care facility for the elderly which has a care plan meeting the requirements of the California Code of Regulations.

California Attachment Requesting Special Orders Regarding Dementia GC-313 Step 4: Check the box on line 1b if you are requesting to be authorized to administer medications appropriate for the care and treatment of dementia.

California Attachment Requesting Special Orders Regarding Dementia GC-313 Step 5: Check the box on line 3a if you have filed a medical declaration executed by a licensed physician or a licensed psychologist acting within the scope of his or her licensure with at least two years experience in diagnosing dementia.

California Attachment Requesting Special Orders Regarding Dementia GC-313 Step 6: Check the box on line 3b if you will file a medical declaration prior to the hearing which has been executed by a licensed physician or a licensed psychologist acting within the scope of his or her licensure with at least two years experience in diagnosing dementia.

California Attachment Requesting Special Orders Regarding Dementia GC-313 Step 7: Check the box on line 4 if you are requesting restricted placement, the conservatee lacks the capacity to give informed consent to this placement, and if the placement being proposed is the least restrictive placement appropriate to the needs of the conservatee.

California Attachment Requesting Special Orders Regarding Dementia GC-313 Step 8: Check the box on line 5 if you are requesting dementia medications which the conservatee needs or would benefit from and if the conservatee lacks the capacity to give informed consent to administration of these medications.

INSTRUCTIONS: CALIFORNIA SCHEDULE A, RECEIPTS, PENSIONS, ANNUITIES, AND OTHER REGULAR PERIODIC PAYMENTS — STANDARD ACCOUNT (Form GC-400(A)(3))

The form discussed in this article is used to document pensions, annuities and other regular periodic payments made to a California conservatorship or guardianship. This document can be obtained from the website of the California Judicial Branch.

California Schedule A, Receipts, Pensions, Annuities, And Other Regular Periodic Payments — Standard Account GC-400(A)(3) Step 1: Check the first box if filing for a conservatorship.

California Schedule A, Receipts, Pensions, Annuities, And Other Regular Periodic Payments — Standard Account GC-400(A)(3) Step 2: Check the second box if you are filing for a guardianship.

California Schedule A, Receipts, Pensions, Annuities, And Other Regular Periodic Payments — Standard Account GC-400(A)(3) Step 3: Enter the name of the conservatee or minor.

California Schedule A, Receipts, Pensions, Annuities, And Other Regular Periodic Payments — Standard Account GC-400(A)(3) Step 4: Check the third box if you entered the name of a conservatee.

California Schedule A, Receipts, Pensions, Annuities, And Other Regular Periodic Payments — Standard Account GC-400(A)(3) Step 5: Check the fourth box if you entered the name of a minor.

California Schedule A, Receipts, Pensions, Annuities, And Other Regular Periodic Payments — Standard Account GC-400(A)(3) Step 6: Enter the case number where indicated.

California Schedule A, Receipts, Pensions, Annuities, And Other Regular Periodic Payments — Standard Account GC-400(A)(3) Step 7: In the first column of the table provided, enter the month, date and year of each receipt.

California Schedule A, Receipts, Pensions, Annuities, And Other Regular Periodic Payments — Standard Account GC-400(A)(3) Step 8: In the second column, enter a description of each receipt. Report receipts from each source separately.

California Schedule A, Receipts, Pensions, Annuities, And Other Regular Periodic Payments — Standard Account GC-400(A)(3) Step 9: In the third column, enter the amount of each receipt.

California Schedule A, Receipts, Pensions, Annuities, And Other Regular Periodic Payments — Standard Account GC-400(A)(3) Step 10: Use additional pages if necessary to document additional receipts. Enter the total of all receipts at the bottom of the table.

California Schedule A, Receipts, Pensions, Annuities, And Other Regular Periodic Payments — Standard Account GC-400(A)(3) Step 11: Include the total on line 3 of the Summary Of Account form.

INSTRUCTIONS: CALIFORNIA SCHEDULE D, LOSSES ON SALES — STANDARD AND SIMPLIFIED ACCOUNTS (Form GC-400(D)/GC-405(D))

The form discussed in this article is used to document the losses on sales of a California guardianship or conservatorship. This document may be obtained from the website of the California Judicial Branch.

California Schedule D, Losses On Sales — Standard And Simplified Accounts GC-400(D)/GC-405(D) Step 1: If you are filing for a conservatorship, check the first box.

California Schedule D, Losses On Sales — Standard And Simplified Accounts GC-400(D)/GC-405(D) Step 2: If you are filing for a guardianship, check the second box.

California Schedule D, Losses On Sales — Standard And Simplified Accounts GC-400(D)/GC-405(D) Step 3: Enter the name of the conservatee or minor.

California Schedule D, Losses On Sales — Standard And Simplified Accounts GC-400(D)/GC-405(D) Step 4: If you entered the name of a conservatee, check the third box.

California Schedule D, Losses On Sales — Standard And Simplified Accounts GC-400(D)/GC-405(D) Step 5: If you entered the name of a minor, check the fourth box.

California Schedule D, Losses On Sales — Standard And Simplified Accounts GC-400(D)/GC-405(D) Step 6: Where indicated, enter the case number.

California Schedule D, Losses On Sales — Standard And Simplified Accounts GC-400(D)/GC-405(D) Step 7: In the first column of the table provided, enter the date of each loss on sales during the period of account.

California Schedule D, Losses On Sales — Standard And Simplified Accounts GC-400(D)/GC-405(D) Step 8: In the second column, enter the property sold.

California Schedule D, Losses On Sales — Standard And Simplified Accounts GC-400(D)/GC-405(D) Step 9: In the third column, enter the carry value.

California Schedule D, Losses On Sales — Standard And Simplified Accounts GC-400(D)/GC-405(D) Step 10: In the fourth column, enter the sale price.

California Schedule D, Losses On Sales — Standard And Simplified Accounts GC-400(D)/GC-405(D) Step 11: In the fifth column, enter the loss.

California Schedule D, Losses On Sales — Standard And Simplified Accounts GC-400(D)/GC-405(D) Step 12: At the bottom of the table, enter the total of your losses on sales. Transfer this to line 9 of the summary of account.

INSTRUCTIONS: OHIO APPLICATION TO RELIEVE ESTATE FROM ADMINISTRATION (Form 5.0)

The form discussed in this article is used to request that an Ohio estate be relieved from administration. This document can be obtained from the website maintained by the Ohio Supreme Court.

Ohio Application To Relieve Estate From Administration 5.0 Step 1: On the first blank line, enter the name of the county in which the probate court is located.

Ohio Application To Relieve Estate From Administration 5.0 Step 2: On the second blank line, enter the name of the decedent.

Ohio Application To Relieve Estate From Administration 5.0 Step 3: On the third blank line, enter the assigned case number.

Ohio Application To Relieve Estate From Administration 5.0 Step 4: On the fourth blank line, enter the date of death of the decedent.

Ohio Application To Relieve Estate From Administration 5.0 Step 5: On the fifth blank line, enter the street address of the domicile of the decedent.

Ohio Application To Relieve Estate From Administration 5.0 Step 6: On the sixth blank line, enter the city, village or township and county of the domicile of the decedent.

Ohio Application To Relieve Estate From Administration 5.0 Step 7: On the seventh blank line, enter the post office, state and zip code of the domicile of the decedent.

Ohio Application To Relieve Estate From Administration 5.0 Step 8: Check the first statement if the decedent's will has been administered to probate in this court.

Ohio Application To Relieve Estate From Administration 5.0 Step 9: Check the second statement if it is believed the decedent did not leave a will.

Ohio Application To Relieve Estate From Administration 5.0 Step 10: Check the box next to the applicable statement below regarding the value of the assets concerned and the date of the death of the decedent.

Ohio Application To Relieve Estate From Administration 5.0 Step 11: On the left hand side of the bottom of the page, enter the applicant's attorney's signature, typed or printed name, address, phone number and registration number.

Ohio Application To Relieve Estate From Administration 5.0 Step 12: On the right hand side, enter your signature, printed or typed name, address and phone number. Complete the second page as instructed.

INSTRUCTIONS: OHIO ELECTION OF SURVIVING SPOUSE TO TAKE AGAINST WILL (Form 8.2)

Form 8.2 can be filed by the surviving spouse of an Ohio decedent during probation of their estate to elect to take against the will. This will entitle the spouse to one half of the decedent's net estate unless there are two or more of the decedent's children or their lineal descendants surviving, in which case filing this form will entitle you to one third of the net estate. This document can be obtained from the website maintained by the Ohio Supreme Court.

Ohio Election Of Surviving Spouse To Take Against Will 8.2 Step 1: Enter the name of the county on the first blank line.

Ohio Election Of Surviving Spouse To Take Against Will 8.2 Step 2: Enter the name of the decedent on the second blank line.

Ohio Election Of Surviving Spouse To Take Against Will 8.2 Step 3: Enter the assigned case number on the third blank line.

Ohio Election Of Surviving Spouse To Take Against Will 8.2 Step 4: Enter the date on the fourth blank line.

Ohio Election Of Surviving Spouse To Take Against Will 8.2 Step 5: Enter the signature of the surviving spouse on the fifth blank line.

Ohio Election Of Surviving Spouse To Take Against Will 8.2 Step 6: The probate judge or magistrate overseeing the case will enter their signature on the sixth blank line.

Ohio Election Of Surviving Spouse To Take Against Will 8.2 Step 7: The attorney for the surviving spouse will enter their signature on the seventh blank line.

Ohio Election Of Surviving Spouse To Take Against Will 8.2 Step 8: The attorney for the surviving spouse will print or type their name on the eighth blank line.

Ohio Election Of Surviving Spouse To Take Against Will 8.2 Step 9: The attorney for the surviving spouse will enter their address on the next two blank lines.

Ohio Election Of Surviving Spouse To Take Against Will 8.2 Step 10: The attorney for the surviving spouse will enter their phone number, including the area code, on the next blank line.

Ohio Election Of Surviving Spouse To Take Against Will 8.2 Step 11: Enter the attorney's registration number on the last blank line.