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Tentative Ruling
Judge Jed Beebe
Department 4 SM-Cook
312-C East Cook Street P.O. Box 5369 Santa Maria, CA 93456-5369

CONSERVATORSHIP

Conservatorship of Doris Russo

Case No: 1459489
Hearing Date: Mon Dec 11, 2017 8:30

Nature of Proceedings: Second Account and Report; Hearing re Voting Rights

Second Account and Report

 

This recommendation was posted prior to the October 16, 2017 and November 20, 2017 hearings. The hearings were continued at the request of the Public Defender. Nothing new has been filed.

 

The Second Account and Report is recommended for approval. It is further recommended that the court advise the conservator that its account is technically incorrect. For court accountings, in the fiduciary's second and later accounts, the schedule Assets on Hand—Beginning of Period must be identical to the prior account's schedule, Assets on Hand—End of Period. (Prob. Code, §1061(a)(1).)  In this case, it is apparent that the conservator assumed that the sale of the household furniture affected the value of those assets on hand. Sales do not affect the value of the assets on hand. It is recommended that the court find this inaccuracy is de minimus but instruct conservator to handle such transactions correctly in the future.

Hearing re Voting Rights

Appearances required.

 
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