Fillable CONFIDENTIAL DOCUMENT COVER SHEET ATTACHMENT PB-4003-1 (The Superior Court of California, County of Santa Clara)

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CONFIDENTIAL DOCUMENT COVER SHEET ATTACHMENT PB-4003-1 (The Superior Court of California, County of Santa Clara)

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ATTACHMENT PB-4003-1
PB-4003-1 REV 01/01/13
CONFIDENTIAL DOCUMENT COVER SHEET Page 1 of 1
(Conservatorship)
SUPERIOR COURT OF CALIFORNIA, COUNTY OF SANTA CLARA
COURT ADDRESS:
CITY AND ZIP CODE:
PHONE NUMBER:
FAX NUMBER:
BRANCH NAME:
191 North First Street
San José, California 95113
(408) 882-2761
(408) 882-2797
Downtown Courthouse – Court Investigator’s Division
IN THE MATTER OF THE
Conservatorship Trust
Limited Conservatorship
RE:
FOR COURT USE ONLY
CONFIDENTIAL DOCUMENT COVER SHEET
(Conservatorship)
CASE NUMBER:
RE: CONSERVATORSHIP:
The following documents shall be made available only to parties, persons given notice of the petition who have
requested the document or who have appeared in the proceedings, their attorneys, and the court. The court shall
have discretion at any other time to release the document, if it would serve the interests of the conservatee.
1.
Probate Code §1821: Supplemental Information form.
2.
Probate Code §2250.6: Court Investigator’s temporary appointment report.
3.
Probate Code §2250.6: Court Investigator’s ex-parte temporary appointment report.
4.
Probate Code §1826: Court Investigator’s appointment report.
5.
Probate Code §1850(a)(2): Court Investigator’s first year review report with an accounting.
7.
Probate Code §1850(a)(2): Court Investigator’s first year review report without an accounting.
8.
Probate Code §1851: Court Investigator’s biennial review report with accounting.
9.
Probate Code §1851: Court Investigator’s biennial review report without an accounting.
10.
Probate Code §1850(b): Court Investigator’s report requested by court order.
11.
Probate Code §2355: Court Investigator’s report regarding medical consent authority.
12.
Probate Code §2356.5: Court Investigator’s report regarding dementia authority.
13.
Probate Code §2540: Court Investigator’s report regarding sale of personal residence.
14.
Probate Code §1827.5: Ltd. Conservatorship: Regional Center assessment.
15.
Probate Code §1850.5: Ltd. Conservatorship Court Investigator’s appointment report.
16.
Probate Code §1850.5: Ltd. Conservatorship first year Court Investigator’s review report.
17.
Probate Code §1850.5: Ltd. Conservatorship Court Investigator’s biennial report.
18.
Court Investigator’s Report Re: Competing Petition
19.
Court Investigator’s Declaration Re: Healthcare Issues
20.
Court Investigator’s Declaration Re: Criminal Background
21.
See Conservatorship Case# (place a text box here for case #) Court Investigator’s Report Re: Trust Accounting
22. Other:
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CONFIDENTIAL DOCUMENT COVER SHEET ATTACHMENT PB-4003-1 (The Superior Court of California, County of Santa Clara)

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Completed 29 June 2021

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