Gc 310 Form PDF Details

Delving into the complexities of conservatorship proceedings, the Gc 310 form emerges as a crucial document within California's judicial ecosystem, specifically tailored for those situations necessitating the appointment of a successor conservator. This document, officially known as the "Petition for Appointment of Probate Conservator," serves as the foundational step in the transition of conservatorship duties from one party to another, ensuring the continued protection and management of a conservatee's personal and financial well-being. It encompasses a wide array of sections detailing the petitioner's intentions, the proposed conservatee's circumstances, jurisdictional facts critical for the court's consideration, and the specifics regarding the successor conservator's abilities and qualifications to manage either the personal care or financial resources of the conservatee—or both. Critical elements such as the necessity for bonds, the independence in exercising powers under section 2590 of the Probate Code, and any special orders relating to the conservatee's medical treatment or limitations of rights are methodically laid out, offering a comprehensive blueprint for the court's deliberation. This form isn't just paperwork; it's a pivotal document that balances legal rigor with the nuanced understanding necessary to cater to the best interests of those unable to care for themselves or manage their estates due to various constraints.

QuestionAnswer
Form NameGc 310 Form
Form Length8 pages
Fillable?No
Fillable fields0
Avg. time to fill out2 min
Other nameshow to petition appointment, conservator form conservatorship, gc 310, conservatorship petition

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GC-310

ATTORNEY OR PARTY WITHOUT ATTORNEY

STATE BAR NO.:

FOR COURT USE ONLY

 

 

NAME:

 

 

FIRM NAME:

 

 

STREET ADDRESS:

 

 

CITY:

STATE:

ZIP CODE:

TELEPHONE NO.:

FAX NO.:

 

E-MAIL ADDRESS:

 

 

ATTORNEY FOR (name):

 

 

SUPERIOR COURT OF CALIFORNIA, COUNTY OF

 

 

 

 

 

 

 

STREET ADDRESS:

 

 

 

 

 

 

 

MAILING ADDRESS:

 

 

 

 

 

 

CITY AND ZIP CODE:

 

 

 

 

 

 

 

BRANCH NAME:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CONSERVATORSHIP OF

 

 

 

 

 

 

(name):

(PROPOSED) CONSERVATEE

 

 

 

 

 

 

PETITION FOR APPOINTMENT OF

 

SUCCESSOR

 

 

CASE NUMBER:

 

 

 

 

 

 

PROBATE CONSERVATOR OF THE

 

PERSON

 

ESTATE

 

 

 

 

 

 

 

Limited Conservatorship

 

 

 

 

HEARING DATE AND TIME:

DEPT.:

 

 

 

 

 

 

 

 

1.Petitioner (name):

a.(Name):

(Address):

be appointed

successor

conservator

requests that

(Telephone):

limited conservator

of the PERSON of the (proposed) conservatee and Letters issue upon qualification.

 

b. (Name):

(Telephone):

(Address):

 

be appointed

successor

conservator

 

limited conservator

 

of the ESTATE of the (proposed) conservatee and Letters issue upon qualification.

c.(1)

(2)

bond not be required

 

because the proposed

 

successor

conservator is a corporate fiduciary

 

 

or an exempt government agency.

 

 

for the reasons stated in Attachment 1c.

 

 

bond be fixed at: $

 

 

to be furnished by an authorized surety company or as otherwise provided by

law. (Specify reasons in Attachment 1c if the amount is different from the minimum required by Probate Code section 2320.)

(3)

d.

e.

$

in deposits in a blocked account be allowed. Receipts will be filed.

(Specify institution and location):

orders authorizing independent exercise of powers under Probate Code section 2590 be granted.

Granting the proposed successor conservator of the estate powers to be exercised independently under Probate Code section 2590 would be to the advantage and benefit and in the best interest of the conservatorship estate. (Specify orders, powers, and reasons in Attachment 1d.)

orders relating to the capacity of the (proposed) conservatee under Probate Code section 1873 or 1901 be granted. (Specify orders, facts, and reasons in Attachment 1e.)

f.

g.

orders relating to the powers and duties of the proposed

 

successor conservator of the person under Probate

 

Code sections 2351–2358 be granted. (Specify orders, facts, and reasons in Attachment 1f.)

the (proposed) conservatee be adjudged to lack the capacity to give informed consent for medical treatment or healing by

prayer and that the proposed successor conservator of the person be granted the powers specified in Probate Code section 2355. (Complete item 9 on page 6.)

Do NOT use this form for a temporary conservatorship.

Page 1 of 8

 

 

Form Adopted for Mandatory Use

PETITION FOR APPOINTMENT OF PROBATE CONSERVATOR

Probate Code, §§ 1820, 1821,

GC-310 [Rev. January 1, 2019]

www.courts.ca.gov

Judicial Council of California

 

2680–2682

(Probate—Guardianships and Conservatorships)

GC-310

CONSERVATORSHIP OF

(name):

(PROPOSED) CONSERVATEE

CASE NUMBER:

1.h. (for limited conservatorship only) orders relating to the powers and duties of the proposed limited conservator of the person under Probate Code section 2351.5 be granted. (Specify orders, powers, and duties in Attachment 1h and complete item 1j.)

i. (for limited conservatorship only) orders relating to the powers and duties of the proposed limited conservator of the estate under Probate Code section 1830(b) be granted. (Specify orders, powers, and duties in Attachment 1i and complete item 1j.)

successor*

successor*

j. (for limited conservatorship only) orders limiting the civil and legal rights of the (proposed) limited conservatee be granted. (Specify limitations in Attachment 1j.)

k. orders authorizing placement or treatment for a major neurocognitive disorder (such as dementia) as specified in the Attachment Requesting Special Orders Regarding a Major Neurocognitive Disorder (form GC-313) under Probate Code section 2356.5 be granted. A Capacity Declaration—Conservatorship (form GC-335) and Major Neurocognitive Disorder

Attachment to Capacity Declaration—Conservatorship (form GC-335A), executed by a licensed physician or by a licensed psychologist acting within the scope of his or her license with at least two years experience diagnosing major

neurocognitive disorders (including dementia),

 

are filed herewith.

 

will be filed before the hearing.

 

 

(appointment of successor conservator only) will not be filed because an order relating to placement or treatment for

a major neurocognitive disorder (such as dementia) was filed on (date):. That order has neither expired by its terms nor been revoked.

l. other orders be granted. (Specify in Attachment 1l.)

2. (Proposed) conservatee is (name):

(Telephone):

(Current address):

 

3.a.

(1)

(2)

Jurisdictional facts (initial appointment only) The proposed conservatee has no conservator in California and is a resident of California and

(a) a resident of this county.

(b) not a resident of this county, but commencement of the conservatorship in this county is in the best interests of the proposed conservatee for the reasons specified in Attachment 3a.

nonresident of California but

(a) is temporarily living in this county, or

(b) has property in this county, or

(c) commencement of the conservatorship in this county is in the best interest of the proposed conservatee for the reasons specified in Attachment 3a.

b.Petitioner (answer items (1) and (2) and check all other items that apply)

(1)

 

is

 

is not

a creditor or an agent of a creditor of the (proposed) conservatee.

 

 

(2)

 

is

 

is not

a debtor or an agent of a debtor of the (proposed) conservatee.

 

 

(3)

 

is the proposed

 

successor

conservator.

 

 

(4) is the (proposed) conservatee. (If this item is not checked, you must also complete item 3f.)

(5) is the spouse of the (proposed) conservatee. (You must also complete item 6.)

(6) is the domestic partner or former domestic partner of the (proposed) conservatee. (You must also complete item 7.)

(7) is a relative of the (proposed) conservatee as (specify relationship):

(8) is an interested person or friend of the (proposed) conservatee.

(9) is a state or local public entity, officer, or employee.

(10) is the guardian of the proposed conservatee.

(11)

 

is a bank

 

is another entity authorized to conduct the business of a trust company.

 

 

(12) is a professional fiduciary within the meaning of Business and Professions Code section 6501(f) who is licensed by the Professional Fiduciaries Bureau of the Department of Consumer Affairs. Petitioner's license number is provided in item 1 on page 1 of the attached Professional Fiduciary Attachment. (Use form GC-210(A-PF)/GC-310(A-PF) for this attachment. You must also complete item 2 on page 2 of that form and item 3d below.)

* See item 5b on page 4.

GC-310 [Rev. January 1, 2019]

PETITION FOR APPOINTMENT OF PROBATE CONSERVATOR

 

Page 2 of 8

(Probate—Guardianships and Conservatorships)

GC-310

CONSERVATORSHIP OF

(name):

(PROPOSED) CONSERVATEE

CASE NUMBER:

3. c.

d.

Proposed

 

successor conservator is (check all that apply)

 

(1) a nominee. (Affix nomination as Attachment 3c(1).)

(2) the spouse of the (proposed) conservatee. (You must also complete item 6.)

(3) the domestic partner or former domestic partner of the (proposed) conservatee. (You must also complete item 7.)

(4) a relative of the (proposed) conservatee as (specify relationship):

(5)

 

a bank.

 

another entity authorized to conduct the business of a trust company.

 

 

(6) a nonprofit charitable corporation that meets the requirements of Probate Code section 2104.

(7) a professional fiduciary, as defined in Business and Professions Code section 6501(f). His or her statement concerning licensure or exemption is provided in item 1 on page 1 of the attached Professional Fiduciary Attachment. (Use form GC-210(A-PF)/GC-310(A-PF) for this attachment.)

(8) other (specify):

Engagement and prior relationship with petitioning professional fiduciary (complete this item if petitioner is licensed by the Professional Fiduciaries Bureau.)

(1) Statements of who engaged petitioner, or how petitioner was engaged to file this petition, and a description of any prior relationship petitioner had with the (proposed) conservatee or his or her family or friends, are provided in item 2 on page 2 of the attached Professional Fiduciary Attachment. (Use form GC-210(A-PF)/GC-310(A-PF) for this attachment.)

(2)

A petition for appointment of a temporary conservator is filed with this petition. That petition contains statements of who engaged petitioner, how petitioner was engaged to file this petition, and a description of any prior relationship petitioner had with the (proposed) conservatee or his or her family and friends.

e. Character and estimated value of the property of the estate (complete items (1) or (2) and (3), (4), and (5)):

(1)

(For appointment of successor conservator only, if complete Inventory and Appraisal filed by predecessor):

Personal property: $

, per Inventory and Appraisal filed in this proceeding on

(specify dates of filing of all inventories and appraisals):

f.

(2)

 

Estimated value of personal property:

$

 

(3)

Annual gross income from

 

 

(a)

real property:

$

 

(b)

personal property:

$

 

(c)

pensions:

$

 

(d)

wages:

$

 

(e)

public assistance benefits:

$

 

(f)

other:

$

(4)

Total of (1) or (2) and (3):

$

(5)

Real property:

$

(a) per Inventory and Appraisal identified in item (1).

(b) estimated value.

Due diligence (complete this item if the (proposed) conservatee is not a petitioner):

(1)Efforts to find the (proposed) conservatee's relatives or reasons why it is not feasible to contact any of them are described on Attachment 3f(1).

(2)Statements of the (proposed) conservatee's preferences concerning the appointment of any (successor) conservator and the appointment of the proposed (successor) conservator or reasons why it is not feasible to ascertain those preferences are contained on Attachment 3f(2).

GC-310 [Rev. January 1, 2019]

PETITION FOR APPOINTMENT OF PROBATE CONSERVATOR

Page 3 of 8

(Probate—Guardianships and Conservatorships)

GC-310

CONSERVATORSHIP OF

(name):

(PROPOSED) CONSERVATEE

CASE NUMBER:

3. g. So far as known to petitioner, a conservatorship or equivalent proceeding concerning the proposed conservatee

 

has not

 

 

has been filed in another jurisdiction, including a court of a federally-recognized Indian tribe with

 

 

 

 

 

 

 

jurisdiction (see Prob. Code, § 2031(b)).

(If you answered

"has," identify the jurisdiction and state the date the case was filed):

4.(Proposed) conservatee

a.

 

is

 

is not a patient in or on leave of absence from a state institution under the jurisdiction of the California

 

 

 

Department of State Hospitals or the California Department of Developmental Services (specify state institution):

b. is receiving or entitled to receive is neither receiving nor entitled to receive

benefits from the U.S. Department of Veterans Affairs (estimate amount of monthly benefit payable):

c.

 

 

is

 

is not , so far as is known to petitioner, a member of a federally recognized Indian tribe.

 

 

 

 

(If you answered "is," complete items (1)–(4)):

(1)

 

Name of tribe:

(2)

Location of tribe (if the tribe is located in more than one state, the state that is the tribe's principal location):

(3)

The proposed conservatee

 

does

 

does not

reside on tribal land.*

 

 

(4)

So far as known to petitioner, the proposed conservatee

 

 

owns

 

does not own property on tribal land.

 

 

 

5.a. Proposed conservatee (initial appointment of conservator only)

(1) is an adult.

(2) will be an adult on the effective date of the order (date):

(3) is a married minor.

(4) is a minor whose marriage has been dissolved.

b. Vacancy in office of conservator (appointment of successor conservator only. A petition for appointment of a limited conservator after the death of a predecessor is a petition for initial appointment. (Prob. Code, § 1860.5(a)(1).)

There is a vacancy in the office of conservator of the

 

person

 

estate

for the reasons

 

 

 

specified in Attachment 5b.

 

specified below.

 

 

 

 

 

 

 

 

*“Tribal land” is land that is, with respect to a specific Indian tribe and the members of that tribe, “Indian country,” as defined in 18 U.S.C. § 1151.

GC-310 [Rev. January 1, 2019]

PETITION FOR APPOINTMENT OF PROBATE CONSERVATOR

Page 4 of 8

(Probate—Guardianships and Conservatorships)

GC-310

CONSERVATORSHIP OF

(name):

(PROPOSED) CONSERVATEE

CASE NUMBER:

5. c. (Proposed) conservatee requires a conservator and is

 

 

(1)

 

unable to properly provide for his or her personal needs for physical health, food, clothing, or shelter.

 

 

 

Supporting facts are

 

specified in Attachment 5c(1)

 

as follows:

 

 

 

 

(2)

substantially unable to manage his or her financial resources or to resist fraud or undue influence.

Supporting facts are

 

specified in Attachment 5c(2)

 

as follows:

 

 

GC-310 [Rev. January 1, 2019]

PETITION FOR APPOINTMENT OF PROBATE CONSERVATOR

 

Page 5 of 8

(Probate—Guardianships and Conservatorships)

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appointment probate empty spaces to complete

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Jurisdictional facts initial, resident of California and, a b, a resident of this county not a, nonresident of California but, a b c, is temporarily living in this, Petitioner answer items  and  and, is not, is not, a creditor or an agent of a, is the proposed is the proposed, conservator, successor, and is the domestic partner or former in appointment probate

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