Form Mc 350 PDF Details

Form Mc 350 is an 8-part form used to report partnership information. The form is used by partnerships and limited liability companies (LLCs) that are taxed as partnerships. The form is also used by certain disregarded entities, such as single member LLCs. The information reported on Form Mc 350 can be used to determine the taxable income of a partnership or LLC. Form Mc 350 must be filed with the Georgia Department of Revenue by the 15th day of the 4th month following the end of the taxable year. Penalties may apply for late filing or failure to file. This article will provide an overview of Form Mc 350 and instructions on how to complete it.

QuestionAnswer
Form NameForm Mc 350
Form Length10 pages
Fillable?No
Fillable fields0
Avg. time to fill out2 min 30 sec
Other namespetition compromise, 350 court 10, 350 form fillable, form mc 350

Form Preview Example

MC-350

ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address):

FOR COURT USE ONLY

TELEPHONE NO.:

FAX NO. (Optional):

E-MAIL ADDRESS (Optional):

 

ATTORNEY FOR (Name):

 

SUPERIOR COURT OF CALIFORNIA, COUNTY OF

 

 

 

 

 

 

STREET ADDRESS:

 

 

 

 

 

 

 

 

MAILING ADDRESS:

 

 

 

 

 

 

 

 

CITY AND ZIP CODE:

 

 

 

 

 

 

 

 

 

BRANCH NAME:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CASE NAME:

 

 

 

 

CASE NUMBER:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PETITION TO APPROVE:

 

 

COMPROMISE OF DISPUTED CLAIM

 

HEARING DATE:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

COMPROMISE OF PENDING ACTION

 

 

 

 

 

 

 

 

 

 

 

 

DISPOSITION OF PROCEEDS OF JUDGMENT

 

 

 

 

 

 

 

DEPT.:

TIME:

 

 

 

 

Minor

 

 

Person With a Disability

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NOTICE TO PETITIONERS:

Except as noted below, you must use this form to request court approval of (1) the compromise of a disputed claim of a minor,

(2)the compromise of a pending action or proceeding in which a minor or a person with a disability (including a conservatee) is a party, or (3) the disposition of the proceeds of a judgment for a minor or person with a disability. (See Code Civ. Proc., § 372; Prob. Code, § 3600 et seq.) You and the minor or disabled person must attend the hearing on this petition unless the court for good cause dispenses with a personal appearance. The court may require the presence and testimony of witnesses, including the attending or examining physician, and other evidence relating to the merits of the claim and the nature and extent of the injury, care, treatment, and hospitalization. The court may consider on an expedited basis without a hearing requests for approval of the compromises of certain claims and actions or the disposition of the proceeds of certain judgments. If your claim, action, or judgment qualifies for expedited consideration and you want to request it, you must use form MC-350EX for your request. See Cal. Rules of Court, rule 7.950.5.

1.Petitioner (name):

2.Claimant (name): a. Address:

b.

Date of birth:

 

c.

Age:

d. Sex:

e.

 

Minor

 

Person with a disability

 

 

3. Relationship Petitioner's relationship to the claimant (check all applicable boxes):

 

 

 

a.

 

 

Parent

g.

 

 

 

Other relationship (specify:)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

b. Guardian ad litem

c. Guardian

d. Conservator

e.

 

Disabled adult claimant is a petitioner. (See instructions for items 3e and 3f below.)

 

 

 

 

 

Disabled adult claimant's express consent to the relief requested in this petition is provided on Attachment 3f.

f.

 

 

 

(If you checked item 3e or 3f, state facts on Attachment 3e or 3f showing that the claimant has capacity under Probate

 

 

Code section 812 to petition or consent to a petition. Only an adult claimant who has sufficient capacity and who does not

 

 

have a conservator of the estate may petition or consent to a petition. See Probate Code section 3613.)

4. Nature of claim The claim of the minor or adult person with a disability:

 

 

 

Has not been filed in an action or proceeding. (Complete items 5–23.)

 

a.

 

 

 

 

 

 

Is the subject of a pending action or proceeding that will be compromised without a trial on the merits of the claim.

b.

 

 

 

Name of court:

 

 

 

 

Case no.:

Trial date:

(Complete items 5–23.)

 

 

 

 

Page 1 of 10

 

 

 

 

 

Form Adopted for

PETITION TO APPROVE COMPROMISE OF DISPUTED CLAIM

Code of Civil Procedure, § 372 et seq.;

Alternative Mandatory Use

Probate Code, § 3500 et seq.;

OR PENDING ACTION OR DISPOSITION OF PROCEEDS OF

Judicial Council of California

Cal. Rules of Court, rules 3.1384,

MC-350 [Rev. January 1, 2011]

JUDGMENT FOR MINOR OR PERSON WITH A DISABILITY

7.101, 7.950, 7.951

 

 

 

www.courts.ca.gov

(Miscellaneous)

CASE NAME:
Nature of claim

MC-350

CASE NUMBER:

4.

c.

5.

6.

7.

8.

The claim of the minor or adult person with a disability:

Is the subject of a pending action or proceeding that has been or will be reduced to a judgment for the claimant against the defendants named below in the total amount (exclusive of interest and costs) of (specify below):

$

Defendants (names)

Additional defendants listed on Attachment 4.

 

The judgment was filed on (date):

(Attach a copy of the (proposed) judgment as Attachment 4c and complete items 13–23.) Incident or accident The incident or accident occurred as follows:

a.Date and time:

b.Place:

c.Persons involved (names):

Continued on Attachment 5.

Nature of incident or accident

The facts, events, and circumstances of the incident or accident are (describe):

Continued on Attachment 6.

Injuries

The following injuries were sustained by the claimant as a result of the incident or accident (describe):

Continued on Attachment 7.

Treatment

The claimant received the following care and treatment for the injuries described in item 7 (describe):

Continued on Attachment 8.

MC-350 [Rev. January 1, 2011]

PETITION TO APPROVE COMPROMISE OF DISPUTED CLAIM OR PENDING ACTION OR DISPOSITION OF PROCEEDS OF JUDGMENT FOR MINOR OR PERSON WITH A DISABILITY

Page 2 of 10

(Miscellaneous)

MC-350

CASE NAME:

CASE NUMBER:

9.

a.

b.

c.

10.

11.

Extent of injuries and recovery (An original or a photocopy of all doctors' reports containing a diagnosis of and prognosis for the claimant's injuries, and a report of the claimant's present condition, must be attached to this petition as Attachment 9. A new report is not necessary so long as a previous report accurately describes the claimant's current condition.)

The claimant has recovered completely from the effects of the injuries described in item 7, and there are no permanent injuries.

The claimant has not recovered completely from the effects of the injuries described in item 7, and the following injuries from which the claimant has not recovered are temporary (describe the remaining injuries):

Continued on Attachment 9b.

The claimant has not recovered completely from the effects of the injuries described in item 7, and the following injuries from which the claimant has not recovered are permanent (describe the permanent injuries):

Continued on Attachment 9c.

Petitioner has made a careful and diligent inquiry and investigation to ascertain the facts relating to the incident or accident in which the claimant was injured; the responsibility for the incident or accident; and the nature, extent, and seriousness of the claimant's injuries. Petitioner fully understands that if the compromise proposed in this petition is approved by the court and is consummated, the claimant will be forever barred from seeking any further recovery of compensation from the settling defendants named below even though the claimant's injuries may in the future appear to be more serious than they are now thought to be.

Amount and terms of settlement

By way of settlement, the defendants named below have offered to pay the following sums to the claimant:

a. The total amount offered by all defendants named below is (specify):

$

 

b. The defendants and amounts offered by each are as follows (specify):

 

 

 

Defendants (names)

 

Amounts

 

 

$

 

 

 

$

 

 

 

$

 

 

 

$

 

 

 

$

 

 

Defendants and amounts offered continued on Attachment 11.

 

 

 

 

 

c.The terms of settlement are as follows (if the settlement is to be paid in installments, both the total amount and the present value of the settlement must be included):

Continued on Attachment 11.

MC-350 [Rev. January 1, 2011]

PETITION TO APPROVE COMPROMISE OF DISPUTED CLAIM OR PENDING ACTION OR DISPOSITION OF PROCEEDS OF JUDGMENT FOR MINOR OR PERSON WITH A DISABILITY

Page 3 of 10

(Miscellaneous)

MC-350

CASE NAME:

CASE NUMBER:

12.

Settlement payments to others

 

 

 

 

a.

 

No defendant named in item 11b has offered to pay money to any person or persons other than the claimant to

 

 

 

 

settle claims arising out of the same incident or accident that resulted in the claimant's injury.

b.

 

 

By way of settlement, one or more defendants named in item 11b have also offered to pay money to a person or

 

 

 

 

 

persons other than claimant to settle claims arising out of the same incident or accident that resulted in the

 

 

 

claimant's injury.

 

 

 

 

 

 

 

(1)

The total amount offered by all defendants to others (specify):

$

 

 

(2)

Petitioner

 

is not

 

is

a claimant against the recovery of the claimant (other than for

 

 

 

 

 

 

 

 

reimbursement for expenses paid by petitioner and listed under item 15).

 

 

 

 

 

(If you answered "is," explain in Attachment 12 the circumstances and the effect your claim has on the

 

 

 

 

proposed compromise of the claim described in this petition.)

 

 

 

(3)

Petitioner

 

is not

 

is

a plaintiff in the same action with the claimant.

 

 

 

 

(If you answered "is," explain in Attachment 12 the circumstances and the effect your claim and its disposition

 

 

 

 

has on the proposed compromise of the claim or action described in this petition.)

 

 

(4)

 

Petitioner would receive money under the proposed settlement.

 

 

 

 

 

(5) The settlement payments are to be apportioned and distributed as follows:

 

Other plaintiffs or claimants (names)

Amounts

$

$

$

$

Additional plaintiffs or claimants and amounts are listed on Attachment 12.

(6)Reasons for the apportionment of the settlement payments between the claimant and each other plaintiff or claimant named above are specified on Attachment 12.

13.The claimant's medical expenses, including medical expenses paid by petitioner and insurers, to be reimbursed from proceeds of settlement or judgment

a. Totals

(1)Total medical expenses: $

(2)

Total outstanding medical expenses to be paid from the proceeds:

$

(3)

Total out-of-pocket, co-payments, or deductible payments to be reimbursed from proceeds:

$

b. Medical expenses were paid and are to be reimbursed from proceeds as follows:

 

 

(1)

 

 

Paid by petitioner in the amount of:

$

 

 

(2)

 

 

Paid by private health insurance or a self-funded plan under:

 

 

 

 

 

 

 

 

 

(a)

 

An Employee Retirement Income Security Act (ERISA) insured plan.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(b)

 

An ERISA self-funded plan.

 

 

 

 

 

 

 

 

 

 

 

 

(c)

 

A Non-ERISA insured plan.

 

 

 

 

 

 

 

 

 

 

 

 

(d)

 

A Non-ERISA self-funded plan.

 

 

 

 

 

(e) Amount paid by plan:

$

 

 

 

 

 

 

 

 

(f) Amount of reimbursement to the plan from proceeds of settlement or judgment:

 

 

 

 

 

 

(i)

 

No reimbursement is requested by the plan.

 

 

 

 

 

 

 

 

 

 

 

 

 

(ii)

 

Reimbursement is to be made to the plan and:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(A)

 

 

There is a contractual reduction of $ (

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

There is a negotiated reduction of $ (

 

 

 

 

 

 

 

 

 

(B)

 

 

 

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(C)

 

 

No reduction has been agreed to,

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

for a total reimbursement to the plan in the amount of:

$

MC-350 [Rev. January 1, 2011]

PETITION TO APPROVE COMPROMISE OF DISPUTED CLAIM OR PENDING ACTION OR DISPOSITION OF PROCEEDS OF JUDGMENT FOR MINOR OR PERSON WITH A DISABILITY

Page 4 of 10

(Miscellaneous)

MC-350

CASE NAME:

CASE NUMBER:

13.The claimant's medical expenses, including medical expenses paid by petitioner and insurers, to be reimbursed from proceeds of settlement or judgment

b. Medical expenses were paid and are to be reimbursed from proceeds as follows:

(3)

 

Paid by Medicare in the amount of:

$

 

 

 

 

 

 

 

 

 

 

less the statutory reduction in the amount of: $ (

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

for a total reimbursement to Medicare in the amount of:

$

 

 

 

 

 

 

 

 

 

 

 

 

(Attach a copy of the final Medicare demand letter or letter agreement as Attachment 13b(3).)

 

(4)

 

Paid by Medi-Cal in the amount of

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(a)

 

 

Notice of this claim or action has been given to the State Director of Health Care Services under Welfare

 

 

 

 

 

and Institutions Code section 14124.73. A copy of the notice and proof of its delivery

 

 

is attached.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

was filed in this matter on (date):

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(b)

 

 

Notice of this claim or action has not been given to the State Director of Health Care Services.

 

 

 

 

 

 

 

 

 

(Explain why notice has not been given in Attachment 13b(4).)

 

 

 

 

 

 

 

 

(c)

 

 

In full satisfaction of its lien rights, Medi-Cal has agreed to accept reimbursement

 

 

 

 

 

 

 

 

 

 

 

in the amount of:

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Attach a copy of the final Medi-Cal demand letter or letter agreement as Attachment 13b(4).)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(d)

 

 

Petitioner is entitled to a reduction of the Medi-Cal lien under Welfare and Institutions Code

 

 

 

 

 

 

section 14124.76 and:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(i)

 

 

Is filing a motion seeking a reduction of the lien concurrently with this petition.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Requests that the court reserve jurisdiction over this issue.

 

 

 

 

 

 

(ii)

 

 

 

 

 

The amount of the lien in dispute is: $

 

 

 

 

(5)

 

(a) There are one or more statutory or contractual liens of medical service providers for payment of medical

 

 

 

expenses. The total amount claimed under these liens is: $

 

 

 

. In full satisfaction

 

 

of their lien claims, the lienholders have agreed to accept the total sum of:

$

 

 

 

 

 

 

 

 

(Provide requested information on each lienholder and certain other medical service providers below.)

(b)The name of each medical service provider that furnished care and treatment to claimant and (1) has a lien for all or any part of the charges or (2) was paid (or will be paid from the proceeds) by petitioner for which petitioner requests reimbursement; the amounts charged and paid; the amount of negotiated reduction of charges, if any; and the amount to be paid from the proceeds of the settlement or judgment to each provider are as follows:

(i)(A) Provider (name):

(B)Address:

(C)

Amount charged:

$

 

 

(D)

Amount paid (whether or not by insurance):

$ (

)

(E)

Negotiated reduction, if any:

$ (

)

(F)

Amount to be paid from proceeds of settlement or judgment: $

 

 

 

 

 

 

 

 

 

(ii)(A) Provider (name):

(B)Address:

(C)

Amount charged:

$

 

 

(D)

Amount paid (whether or not by insurance):

$ (

)

(E)

Negotiated reduction, if any:

$ (

)

(F)

Amount to be paid from proceeds of settlement or judgment: $

 

 

 

 

 

 

 

 

 

Continued on Attachment 13b(5). (Provide information about additional providers in the above format, including providers paid or to be paid by petitioner for which reimbursement is requested in item 13b(1) above. You may use form MC-350(A-13b(5)) for this purpose.)

MC-350 [Rev. January 1, 2011]

PETITION TO APPROVE COMPROMISE OF DISPUTED CLAIM OR PENDING ACTION OR DISPOSITION OF PROCEEDS OF JUDGMENT FOR MINOR OR PERSON WITH A DISABILITY

Page 5 of 10

(Miscellaneous)

MC-350

CASE NAME:

CASE NUMBER:

14.The claimant's attorney's fees and all other expenses (except medical expenses), including expenses advanced by claimant's attorney or paid or incurred by petitioner to be reimbursed from proceeds of settlement or judgment

a. Total amount of attorney's fees for which court approval is requested:$

(If fees are requested, attach as Attachment 14a, a declaration from the attorney explaining the basis for the request, including a discussion of applicable factors listed in rule 7.955(b) of the Cal. Rules of Court. Respond to item 18a(2) on page 7 and attach a copy of any written attorney fee agreement as Attachment 18a.)

b. The following additional items of expense (other than medical expenses) have been incurred or paid, are reasonable, resulted from the incident or accident, and should be paid out of claimant's share of the proceeds of the settlement or judgment:

Items

Payees (names)

Amounts

 

$

 

$

 

$

 

$

 

$

 

$

 

$

 

$

 

$

 

$

 

$

Continued on Attachment 14b.

Total: $

15.Reimbursement of expenses paid by petitioner

a.

b.

Petitioner has paid none of the claimant's expenses listed in items 13 and 14 for which reimbursement is requested. Petitioner has paid (or become obligated to pay) the following total amounts of the claimant's expenses for which reimbursement is requested.

(1)

 

Medical expenses listed in item 13:

$

(2)

 

Attorney's fees included in the total fee amount shown in item 14a:

$

 

(3)

 

Other expenses included in the total shown in item 14b:

$

 

Total: $

(Attach proofs of the expenses incurred and payments made or obligations to pay incurred, e.g., bills or invoices, canceled checks, credit card statements, explanations of benefits from insurers, etc.)

16.Net balance of proceeds for the claimant

The balance of the proceeds of the proposed settlement or judgment remaining for the claimant

after payment of all requested fees and expenses is:

$

 

 

17. Summary

 

 

 

a.

Gross amount of proceeds of settlement or judgment for claimant:

b.

Medical expenses to be paid from proceeds of settlement

 

 

 

 

or judgment:

$

 

 

c.

Attorney's fees to be paid from proceeds of settlement or

 

 

 

 

judgment:

$

 

 

d.

Expenses (other than medical) to be paid from proceeds

 

 

 

 

of settlement or judgment:

$

 

 

 

 

 

e.Total of fees and expenses to be paid from proceeds of settlement or judgment (add (b), (c), and (d)):

f.Balance of proceeds of settlement or judgment available for claimant after payment of all fees and expenses (subtract (e) from (a)):

$

$ (

 

)

$

MC-350 [Rev. January 1, 2011]

PETITION TO APPROVE COMPROMISE OF DISPUTED CLAIM OR PENDING ACTION OR DISPOSITION OF PROCEEDS OF JUDGMENT FOR MINOR OR PERSON WITH A DISABILITY

Page 6 of 10

(Miscellaneous)

MC-350

CASE NAME:

CASE NUMBER:

18.Information about attorney representing or assisting petitioner

a. (1)

 

Petitioner has not been represented or assisted by an attorney in preparing this petition or in any other way with

 

 

respect to the claim asserted. (Go to item 19.)

 

 

(2)

 

Petitioner has been represented or assisted by an attorney in preparing this petition or with respect to the claim

 

 

 

asserted. Petitioner and the attorney

 

do not

 

do have an agreement for services provided in

 

 

 

 

connection with the claim giving rise to this petition. (If you answered ''do,'' attach a copy of the agreement as Attachment 18a, and complete items 18b.–18f.)

b.The attorney who has represented or assisted petitioner is (name):

(1)State Bar number:

(2)Law firm:

(3)Address:

(4)Telephone number:

c.

 

The attorney

 

has not

 

 

 

has

received attorney's fees or other compensation in addition to that requested in this

 

 

petition for services provided in connection with the claim giving rise to this petition. (If you answered ''has,'' identify the person

 

 

who paid the fees or other compensation, the amounts paid, and the dates of payment):

 

 

 

 

From whom (names)

 

 

Amounts

Dates

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

Continued on Attachment 18c.

 

 

 

 

 

 

 

d.

 

 

 

 

 

 

The attorney

 

 

did not

 

 

did

become concerned with this matter, directly or indirectly, at the instance of a party

 

against whom the claim is asserted or a party's insurance carrier. (If you answered ''did," explain the circumstances in

 

Attachment 18d.)

 

 

 

 

 

 

 

 

 

 

e.

The attorney

 

 

is not

 

 

 

is

representing or employed by any other party or any insurance carrier involved in the

 

 

 

 

 

matter. (If you answered "is," identify the party or carrier and explain the relationship in Attachment 18e.)

f.

The attorney

 

 

does not

 

 

 

does expect to receive attorney's fees or other compensation in addition to that

 

 

 

 

 

 

requested in this petition for services provided in connection with the claim giving rise to this petition. (If you answered ''does,''

 

identify the person who will pay the fees or other compensation, the amounts to be paid, and the expected dates of payment):

 

 

 

From whom (names)

 

 

Amounts

Expected dates

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

$

$

Continued on Attachment 18f.

MC-350 [Rev. January 1, 2011]

PETITION TO APPROVE COMPROMISE OF DISPUTED CLAIM OR PENDING ACTION OR DISPOSITION OF PROCEEDS OF JUDGMENT FOR MINOR OR PERSON WITH A DISABILITY

Page 7 of 10

(Miscellaneous)

will be transferred to the trustee of a special needs trust under

MC-350

CASE NAME:

CASE NUMBER:

19.Disposition of balance of proceeds of settlement or judgment

Petitioner requests that the balance of the proceeds of the settlement or judgment be disbursed as follows:

a.

There is a guardianship of the estate of the minor or a conservatorship of the estate of the adult person with a disability filed in (name of court):

Case no.:

(1)

 

 

$

of the proceeds in money or other property will be paid or delivered to

 

 

 

the guardian of the estate of the minor or the conservator of the estate of the conservatee. The money

 

 

 

or other property is specified in Attachment 19a(1).

 

(2)

 

 

Petitioner is the guardian or conservator of the estate of the minor or the adult person with a disability.

 

 

 

 

 

Petitioner requests authority to deposit or invest $

of the money or other

property to be paid or delivered under 19a(1) with one or more financial institutions in this state or with a trust company, subject to withdrawal only as authorized by the court. The money or other property and the name, branch, and address of each financial institution or trust company are specified in Attachment 19a(2).

(3)

Petitioner proposes that all or a portion of the proceeds not become part of the guardianship or conservatorship estate. Petitioner requests authority to deposit or transfer these proceeds as follows (check all that apply):

(a)

(b)

(c)

$

will be deposited in insured accounts in one or more financial

institutions in this state from which no withdrawals can be made without a court order.

The name, branch, and address of each depository are specified in Attachment 19a(3).

$

will be invested in a single-premium deferred annuity subject to

withdrawal only on order of the court. The terms and conditions of the annuity are specified in Attachment 19a(3).

$will be transferred to a custodian for the benefit of the minor under the California Uniform Transfers to Minors Act. The name and address of the proposed custodian and the property to be transferred are specified in Attachment 19a(3).

(d)

(e)

$will be transferred to the trustee of a trust that is either created by or approved of in the order approving the settlement or the judgment given or to be given for the minor. This trust is revocable when the minor attains the age of 18 years and contains all other terms and conditions determined to be necessary by the court to protect the minor's interests. The terms of the proposed trust and the property to be transferred are specified in Attachment 19a(3).

A copy of the (proposed) judgment is attached as Attachment 4c.

$

Probate Code sections 3602(d) and 3604 for the benefit of the minor or the adult person with a disability. The terms of the proposed special needs trust and the property to be transferred are specified in Attachment 19a(3).

MC-350 [Rev. January 1, 2011]

PETITION TO APPROVE COMPROMISE OF DISPUTED CLAIM OR PENDING ACTION OR DISPOSITION OF PROCEEDS OF JUDGMENT FOR MINOR OR PERSON WITH A DISABILITY

Page 8 of 10

(Miscellaneous)

MC-350

CASE NAME:

CASE NUMBER:

19.Disposition of balance of proceeds of settlement or judgment (cont.)

Petitioner requests that the balance of the proceeds of the settlement or judgment be disbursed as follows:

b.

 

 

There is no guardianship of the estate of the minor or conservatorship of the estate of the adult person with a disability.

 

 

 

Petitioner requests that the balance of the proceeds of the settlement or judgment be disbursed as follows

 

 

 

(check all that apply):

 

 

 

 

(1)

 

 

 

 

 

 

 

A guardian of the estate of the minor or a conservator of the estate of the adult person with a disability

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

will be appointed. $

of money and other property will be paid or delivered

 

 

 

 

 

 

 

 

 

 

 

to the person so appointed. The money or other property are specified in Attachment 19b(1).

 

 

 

 

 

 

 

 

 

 

 

 

 

(2)

 

 

 

$

 

of money will be deposited in insured accounts in one or more financial

 

 

 

 

 

 

 

 

 

 

 

institutions in this state, subject to withdrawal only upon the authorization of the court. The name,

 

 

 

 

 

 

 

 

 

 

 

branch, and address of each depository are specified in Attachment 19b(2).

 

 

 

(3)

 

 

 

 

 

of money will be invested in a single-premium deferred annuity, subject to

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

withdrawal only upon the authorization of the court. The terms and conditions of the annuity are specified

 

 

 

 

 

 

 

 

 

 

 

in Attachment 19b(3).

 

 

 

 

(4)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

will be paid or transferred to the trustee of a special needs trust under

 

 

 

 

 

 

 

 

 

 

Probate Code sections 3604 and 3611(c) for the benefit of the minor or the adult person with a disability.

 

 

 

 

 

 

 

 

 

 

The terms of the proposed special needs trust and the money or other property to be paid or transferred are

 

 

 

 

 

 

 

 

 

 

specified in Attachment 19b(4).

 

 

 

(5)

 

 

 

 

 

 

 

will be paid or delivered to a parent of the minor, upon the terms and under the

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

conditions specified in Probate Code sections 3401–3402, without bond. The name and address of the

 

 

 

 

 

 

 

 

 

 

parent and the money or other property to be delivered are specified in Attachment 19b(5). (Value of minor's

 

 

 

 

 

 

 

 

 

 

entire estate, including the money or property to be delivered, must not exceed $5,000.)

 

 

 

(6)

 

 

 

 

 

 

 

will be transferred to a custodian for the benefit of the minor under the California

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

Uniform Transfers to Minors Act. The name and address of the proposed custodian and the money or other

 

 

 

 

 

 

 

 

 

 

property to be transferred are specified in Attachment 19b(6).

 

 

 

(7)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

will be transferred to the trustee of a trust that is either created by or

 

 

 

 

 

 

 

 

 

 

 

approved of in the order approving the settlement or the judgment given or to be given for the minor. This

 

 

 

 

 

 

 

 

 

 

 

trust is revocable when the minor attains the age of 18 years and contains all other terms and conditions

 

 

 

 

 

 

 

 

 

 

 

determined to be necessary by the court to protect the minor's interests. The terms of the proposed trust and

 

 

 

 

 

 

 

 

 

 

 

the money or other property to be transferred are specified in Attachment 19b(7).

 

 

 

 

 

 

 

 

 

 

 

 

A copy of the (proposed) judgment is attached as Attachment 4c.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(8)

 

 

 

$

 

of money will be held on such conditions as the court in its discretion determines

 

 

 

 

 

 

 

 

 

 

 

is in the best interest of the minor or the adult person with a disability. The proposed conditions are specified

 

 

 

 

 

 

 

 

 

 

 

on Attachment 19b(8). (Value must not exceed $20,000.)

 

 

 

 

 

 

 

 

 

 

 

 

 

of property other than money will be held on such conditions as the court in its

 

 

 

(9)

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

discretion determines is in the best interest of the minor or the adult person with a disability. The proposed

 

 

 

 

 

 

 

 

 

 

 

conditions and the property are specified in Attachment 19b(9).

 

 

 

(10)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

will be deposited with the county treasurer of the County of (name):

 

 

 

 

 

 

 

 

 

 

 

The deposit is authorized under and subject to the conditions specified in Probate Code section 3611(h).

 

 

 

(11)

 

 

 

 

$

 

will be paid or transferred to the adult person with a disability. The money or other

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

property is specified in Attachment 19b(11).

 

 

 

 

 

 

Continued on Attachment 19.

 

 

 

 

 

 

MC-350 [Rev. January 1, 2011]

PETITION TO APPROVE COMPROMISE OF DISPUTED CLAIM OR PENDING ACTION OR DISPOSITION OF PROCEEDS OF JUDGMENT FOR MINOR OR PERSON WITH A DISABILITY

Page 9 of 10

(Miscellaneous)

MC-350

CASE NAME:

CASE NUMBER:

20.

Statutory liens for special needs trust

Petitioner requests a court order for payment of funds to a special needs trust (explain how statutory liens under Probate Code section 3604, if any, will be satisfied):

21.

Continued on Attachment 20.

Additional orders

Petitioner requests the following additional orders (specify and explain):

Continued on Attachment 21.

22.Petitioner recommends the compromise settlement or the proposed disposition of the proceeds of the judgment for the claimant to the court as being fair, reasonable, and in the best interest of the claimant and requests that the court approve this compromise settlement or proposed disposition and make such other and further orders as may be just and reasonable.

23.Number of pages attached:

Date:

(TYPE OR PRINT NAME OF ATTORNEY)

(SIGNATURE OF ATTORNEY)

I 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 PETITIONER)

(SIGNATURE OF PETITIONER)

MC-350 [Rev. January 1, 2011]

PETITION TO APPROVE COMPROMISE OF DISPUTED CLAIM OR PENDING ACTION OR DISPOSITION OF PROCEEDS OF JUDGMENT FOR MINOR OR PERSON WITH A DISABILITY

Page 10 of 10

(Miscellaneous)