Choose a location SUPERIOR COURT OF CALIFORNIA, COUNTY OF SANTA BARBARA STREET ADDRESS: MAILING ADDRESS: CITY AND ZIP CODE: BRANCH NAME: (Check one) GUARDIANSHIP OF CONSERVATORSHIP OF FOR COURT USE ONLY NAME OF CONSERVATEE OR MINOR: HEARING DATE: TIME: DEPARTMENT: CASE NUMBER: EX PARTE REQUEST FOR ORDER DISPENSING WITH ACCOUNTINGS AND BOND I am / we are the (Check one): guardian(s) of the estate conservator(s) of the estate of: ____________________________________________. (Name of Minor or Conservatee) I am / we are the Petitioner(s) in this matter. 1. Letters of guardianship/conservatorship were issued to Petitioner(s) on ______________. (Date) 2. Assets of the Estate (complete "a" or "b" below, whichever provides most current value): a. Inventory and Appraisal(s) were filed on (Date or Dates) ______________ showing the estate to be valued at $ __________________. No Inventory and Appraisal has been filed. b. The balance on hand at the end of the last accounting period was $ _______________. 3. Dispensing with Account Petitioner requests the court dispense with future accounting as long as the conditions specified in Probate Code § 2628(a) are met. 4. Property Values a. At all times during the period of the report, did the estate consist of property with a total net value of less than $15,000 (not including the value of the minor's or conservatee's residence)? Yes Optional Form SC-6026 [Adopted 1/1/2013] No Page 1 of 4 REQUEST FOR ORDER DISPENSING WITH ACCOUNTS Probate Code § 2628 American LegalNet, Inc. www.FormsWorkFlow.com GUARDIANSHIP OF: CONSERVATORSHIP OF: CASE NUMBER: 4. Property Values (Continued) b. If yes, describe the estate's property and its value below: Description of Asset Value (Report value at End of Period if request made after an accounting) Additional sources described on Attachment 4. c. Does the estate include a bank account owned by the minor or conservatee? Yes No If yes, attach a copy of the most recent account statement(s) as Attachment 4( ). 5. Residence Does the estate include a residence owned by the minor or conservatee? Yes No If yes, did the minor or conservatee live in that residence during the entire period of the report? Yes No If no, explain: ___________________________________________________________ ______________________________________________________________________ 6. Income a. Does the minor or conservatee receive Social Security and/or SSI payments? Yes No b. Does the minor or conservatee receive income other than Social Security, SSI, or other public benefit payments (such as rental income or investment income)? Yes No Page 2 of 4 Optional Form SC-6026 [Adopted 1/1/2013] REQUEST FOR ORDER DISPENSING WITH ACCOUNTS Probate Code § 2628 American LegalNet, Inc. www.FormsWorkFlow.com GUARDIANSHIP OF: CONSERVATORSHIP OF: CASE NUMBER: 6. Income (Continued) c. Does the minor or conservatee have the right to receive income from a trust? Yes No d. Identify the source and amount of all monthly payments, including public benefits, such as Social Security or Veteran's Administration, below: Source of Monthly Payment Amount Received Monthly Additional sources described on Attachment 6b. e. Neither the source nor amount of the conservatee's or minor's monthly income is expected to change. If the conservatee's or minor's monthly income does change, petitioner understands that he or she must contact the court investigator regarding the changes. All of the conservatee's or minor's income was used for the benefit, care, or needs of the conservatee or minor. f. 7. Address: The current address of the minor/conservatee is: __________________________________________________________ 8. Other Information: Page 3 of 4 Optional Form SC-6026 [Adopted 1/1/2013] REQUEST FOR ORDER DISPENSING WITH ACCOUNTS Probate Code § 2628 American LegalNet, Inc. www.FormsWorkFlow.com GUARDIANSHIP OF: CONSERVATORSHIP OF: CASE NUMBER: PRAYER: Petitioner requests that: 1. The court dispense with future accountings provided that the conditions of Probate Code § 2628(a) are met. 2. The court dispense with the requirement of a bond pursuant to Probate Code section 2323 as long as the conditions of Probate Code § 2628(a) are met. 3. The court grant such other relief as it deems just and proper. I/we declare under penalty of perjury under the laws of the State of California, that the foregoing is true and correct. Date: _______________ _____________________________ (Type or Print Name of Conservator or Guardian) ____________________________________ (Signature of Conservator or Guardian) Date: _______________ _____________________________ (Type or Print Name of Conservator or Guardian) ____________________________________ (Signature of Conservator or Guardian) Page 4 of 4 Optional Form SC-6026 [Adopted 1/1/2013] REQUEST FOR ORDER DISPENSING WITH ACCOUNTS Probate Code § 2628 American LegalNet, Inc. www.FormsWorkFlow.com GUARDIANSHIP OF: CONSERVATORSHIP OF: CASE NUMBER: Attachment 4(c) Account Statements Optional Form SC-6026 [Adopted 1/1/2013] REQUEST FOR ORDER DISPENSING WITH ACCOUNTS Probate Code § 2628 American LegalNet, Inc. www.FormsWorkFlow.com