reglab/housing_qa huggingface dataset:
CA Prob Code § 2610 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 4 - PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP|CHAPTER 7 - Inventory and Accounts|ARTICLE 2 - Inventory and Appraisal of Estate|Section 2610.

2610.  (a) Within 90 days after appointment, or within any further time as the court for reasonable cause upon ex parte petition of the guardian or conservator may allow, the guardian or conservator shall file with the clerk of the court and deliver pursuant to Section 1215 to the conservatee and to the attorneys of record for the ward or conservatee, along with notice of how to file an objection, an inventory and appraisal of the estate, made as of the date of the appointment of the guardian or conservator. A copy of this inventory and appraisal, along with notice of how to file an objection, also shall be delivered to the conservatee’s spouse or registered domestic partner, the conservatee’s relatives in the first degree, and, if there are no such relatives, to the next closest relative, unless the court determines that the delivery will result in harm to the conservatee.(b) The guardian or conservator shall take and subscribe to an oath that the inventory contains a true statement of all of the estate of the ward or conservatee of which the guardian or conservator has possession or knowledge. The oath shall be endorsed upon or annexed to the inventory.(c) The property described in the inventory shall be appraised in the manner provided for the inventory and appraisal of estates of decedents. The guardian or conservator may appraise the assets that a personal representative could appraise under Section 8901.(d) If a conservatorship is initiated pursuant to the Lanterman-Petris-Short Act (Part 1 (commencing with Section 5000) of Division 5 of the Welfare and Institutions Code), and no sale of the estate will occur:(1) The inventory and appraisal required by subdivision (a) shall be filed within 90 days after appointment of the conservator.(2) The property described in the inventory may be appraised by the conservator and need not be appraised by a probate referee.(e) By January 1, 2008, the Judicial Council shall develop a form to effectuate the notice required in subdivision (a).(Amended by Stats. 2017, Ch. 319, Sec. 46. (AB 976) Effective January 1, 2018.)
CA Prob Code § 2611 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 4 - PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP|CHAPTER 7 - Inventory and Accounts|ARTICLE 2 - Inventory and Appraisal of Estate|Section 2611.

2611.  If the ward or conservatee is or has been during the guardianship or conservatorship a patient in a state hospital under the jurisdiction of the State Department of State Hospitals or the State Department of Developmental Services, the guardian or conservator shall deliver pursuant to Section 1215 a copy of the inventory and appraisal filed under Section 2610 to the director of the appropriate department at the director’s office in Sacramento not later than 15 days after the inventory and appraisal is filed with the court. Compliance with this section is not required if an unrevoked certificate described in subdivision (c) of Section 1461 is on file with the court with respect to the ward or conservatee.(Amended by Stats. 2017, Ch. 319, Sec. 47. (AB 976) Effective January 1, 2018.)
CA Prob Code § 2612 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 4 - PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP|CHAPTER 7 - Inventory and Accounts|ARTICLE 2 - Inventory and Appraisal of Estate|Section 2612.

2612.  If a timely request is made, the clerk of court shall deliver pursuant to Section 1215 a copy of the inventory and appraisal filed under Section 2610 to the county assessor.(Amended by Stats. 2017, Ch. 319, Sec. 48. (AB 976) Effective January 1, 2018.)
CA Prob Code § 2613 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 4 - PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP|CHAPTER 7 - Inventory and Accounts|ARTICLE 2 - Inventory and Appraisal of Estate|Section 2613.

2613.  Whenever any property of the ward or conservatee is discovered that was not included in the inventory, or whenever any other property is received by the ward or conservatee or by the guardian or conservator on behalf of the ward or conservatee (other than by the actions of the guardian or conservator in the investment and management of the estate), the guardian or conservator shall file a supplemental inventory and appraisal for that property and like proceedings shall be followed with respect thereto as in the case of an original inventory, but the appraisal shall be made as of the date the property was so discovered or received.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 2614 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 4 - PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP|CHAPTER 7 - Inventory and Accounts|ARTICLE 2 - Inventory and Appraisal of Estate|Section 2614.

2614.  (a) Within 30 days after the inventory and appraisal is filed, the guardian or conservator or any creditor or other interested person may file written objections to any or all appraisals. The clerk shall set the objections for hearing not less than 15 days after their filing.(b) Notice of the hearing, together with a copy of the objections, shall be given for the period and in the manner provided in Chapter 3 (commencing with Section 1460) of Part 1. If the appraisal was made by a probate referee, the person objecting shall also deliver pursuant to Section 1215 notice of the hearing and a copy of the objection to the probate referee at least 15 days before the time set for the hearing.(c) The court shall determine the objections and may fix the true value of any asset to which objection has been filed. For the purpose of this subdivision, the court may cause an independent appraisal or appraisals to be made by at least one additional appraiser at the expense of the estate or, if the objecting party is not the guardian or conservator and the objection is rejected by the court, the court may assess the cost of any additional appraisal or appraisals against the objecting party.(Amended by Stats. 2017, Ch. 319, Sec. 49. (AB 976) Effective January 1, 2018.)
CA Prob Code § 2614.5 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 4 - PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP|CHAPTER 7 - Inventory and Accounts|ARTICLE 2 - Inventory and Appraisal of Estate|Section 2614.5.

2614.5.  (a) If the guardian or conservator fails to file an inventory and appraisal within the time allowed by law or by court order, upon request of the ward or conservatee, the spouse of the ward or the spouse or domestic partner of the conservatee, any relative or friend of the ward or conservatee, or any interested person, the court shall order the guardian or conservator to file the inventory and appraisal within the time prescribed in the order or to show cause why the guardian or conservator should not be removed. The person who requested the order shall serve it upon the guardian or conservator in the manner provided in Section 415.10 or 415.30 of the Code of Civil Procedure or in a manner as is ordered by the court.(b) If the guardian or conservator fails to file the inventory and appraisal as required by the order within the time prescribed in the order, unless good cause is shown for not doing so, the court, on its own motion or on petition, may remove the guardian or conservator, revoke the letters of guardianship or conservatorship, and enter judgment accordingly, and order the guardian or conservator to file an account and to surrender the estate to the person legally entitled thereto.(c) The procedure provided in this section is optional and does not preclude the use of any other remedy or sanction when an inventory and appraisal is not timely filed.(Amended by Stats. 2001, Ch. 893, Sec. 39. Effective January 1, 2002.)
CA Prob Code § 2614.7 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 4 - PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP|CHAPTER 7 - Inventory and Accounts|ARTICLE 2 - Inventory and Appraisal of Estate|Section 2614.7.

2614.7.  If a guardian or conservator of the person or estate, or both, is a professional fiduciary, as described in Section 2340, who is required to be licensed under the Professional Fiduciaries Act (Chapter 6 (commencing with Section 6500) of Division 3 of the Business and Professions Code), the guardian or conservator shall file, concurrently with the inventory and appraisal required by Section 2610, a proposed hourly fee schedule or another statement of his or her proposed compensation from the estate of the ward or conservatee for services performed as a guardian or conservator. The filing of a proposed hourly fee schedule or another statement of the guardian’s or conservator’s proposed compensation, as required by this section, shall not preclude a court from later reducing the guardian’s, conservator’s, or his or her attorney’s fees or other compensation.(Added by Stats. 2013, Ch. 248, Sec. 4. (AB 1339) Effective January 1, 2014.)
CA Prob Code § 2614.8 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 4 - PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP|CHAPTER 7 - Inventory and Accounts|ARTICLE 2 - Inventory and Appraisal of Estate|Section 2614.8.

2614.8.  At any time on or after one year from the submission of an hourly fee schedule or another statement of proposed compensation under this section or under Section 1510, 1821, 2250, or 2614.7, a guardian or conservator who is a professional fiduciary may submit a new proposed hourly fee schedule or another statement of his or her proposed compensation from the estate of the proposed ward or proposed conservatee. The submittal of a new hourly fee schedule or another statement of the guardian’s or conservator’s proposed compensation, as authorized by this section, shall not preclude a court from later reducing the guardian’s or conservator’s hourly fees or other compensation, or his or her attorney’s fees or other compensation.(Added by Stats. 2013, Ch. 248, Sec. 5. (AB 1339) Effective January 1, 2014.)
CA Prob Code § 2615 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 4 - PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP|CHAPTER 7 - Inventory and Accounts|ARTICLE 2 - Inventory and Appraisal of Estate|Section 2615.

2615.  If a guardian or conservator fails to file any inventory required by this article within the time prescribed by law or by court order, the guardian or conservator is liable for damages for any injury to the estate, or to any interested person, directly resulting from the failure timely to file the inventory. Damages awarded pursuant to this section are a personal liability of the guardian or conservator and a liability on the bond, if any.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 2616 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 4 - PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP|CHAPTER 7 - Inventory and Accounts|ARTICLE 2.5 - Examination Concerning Assets of Estate|Section 2616.

2616.  (a) A petition may be filed under this article by any one or more of the following:(1) The guardian or conservator.(2) The ward or conservatee.(3) A creditor or other interested person, including persons having only an expectancy or prospective interest in the estate.(b) Upon the filing of a petition under this article, the court may order that a citation be issued to a person to answer interrogatories, or to appear before the court and be examined under oath, or both, concerning any of the following allegations made in the petition:(1) The person has wrongfully taken, concealed, or disposed of property of the ward or conservatee.(2) The person has knowledge or possession of any of the following:(A) A deed, conveyance, bond, contract, or other writing that contains evidence of or tends to disclose the right, title, interest, or claim of the ward or conservatee to property.(B) An instrument in writing belonging to the ward or conservatee.(3) The person asserts a claim against the ward or conservatee or the estate.(4) The estate asserts a claim against the person.(c) If the citation requires the person to appear before the court, the court and the petitioner may examine the person under oath upon the matters recited in the petition. The citation may include a requirement for this person to produce documents and other personal property specified in the citation.(d) Disobedience of a citation issued pursuant to this section may be punished as a contempt of the court issuing the citation.(Amended by Stats. 1994, Ch. 806, Sec. 18. Effective January 1, 1995.)
CA Prob Code § 2617 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 4 - PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP|CHAPTER 7 - Inventory and Accounts|ARTICLE 2.5 - Examination Concerning Assets of Estate|Section 2617.

2617.  Interrogatories may be put to a person cited to answer interrogatories under Section 2616. The interrogatories and answers shall be in writing. The answers shall be signed under penalty of perjury by the person cited. The interrogatories and answers shall be filed with the court.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 2618 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 4 - PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP|CHAPTER 7 - Inventory and Accounts|ARTICLE 2.5 - Examination Concerning Assets of Estate|Section 2618.

2618.  (a) At an examination, witnesses may be produced and examined on either side.(b) If upon the examination it appears that the allegations of the petition are true, the court may order the person to disclose the person’s knowledge of the facts.(c) If upon the examination it appears that the allegations of the petition are not true, the person’s necessary expenses, including reasonable attorney’s fees, shall be charged against the petitioner or allowed out of the estate, in the discretion of the court.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 2619 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 4 - PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP|CHAPTER 7 - Inventory and Accounts|ARTICLE 2.5 - Examination Concerning Assets of Estate|Section 2619.

2619.  (a) On petition of the guardian or conservator, the court may issue a citation to a person who has possession or control of property in the estate of the ward or conservatee to appear before the court and make an account under oath of the property and the person’s actions with respect to the property.(b) Disobedience of a citation issued pursuant to this section may be punished as a contempt of the court issuing the citation.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 2620.1 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 4 - PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP|CHAPTER 7 - Inventory and Accounts|ARTICLE 3 - Accounts|Section 2620.1.

2620.1.  The Judicial Council shall, by January 1, 2009, develop guidelines to assist investigators and examiners in reviewing accountings and detecting fraud.(Added by Stats. 2007, Ch. 553, Sec. 21. Effective January 1, 2008.)
CA Prob Code § 2621 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 4 - PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP|CHAPTER 7 - Inventory and Accounts|ARTICLE 3 - Accounts|Section 2621.

2621.  Notice of the hearing on the account of the guardian or conservator shall be given for the period and in the manner provided in Chapter 3 (commencing with Section 1460) of Part 1. If notice is required to be given to the Director of State Hospitals or the Director of Developmental Services under Section 1461, the account shall not be settled or allowed unless notice has been given as provided in Section 1461.(Amended by Stats. 2012, Ch. 440, Sec. 47. (AB 1488) Effective September 22, 2012.)
CA Prob Code § 2622 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 4 - PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP|CHAPTER 7 - Inventory and Accounts|ARTICLE 3 - Accounts|Section 2622.

2622.  The ward or conservatee, the spouse of the ward or the spouse or domestic partner of the conservatee, any relative or friend of the ward or conservatee, or any creditor or other interested person may file written objections to the account of the guardian or conservator, stating the items of the account to which objection is made and the basis for the objection.(Amended by Stats. 2001, Ch. 893, Sec. 40. Effective January 1, 2002.)
CA Prob Code § 2622.5 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 4 - PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP|CHAPTER 7 - Inventory and Accounts|ARTICLE 3 - Accounts|Section 2622.5.

2622.5.  (a) If the court determines that the objections were without reasonable cause and in bad faith, the court may order the objector to pay the compensation and costs of the conservator or guardian and other expenses and costs of litigation, including attorney’s fees, incurred to defend the account. The objector shall be personally liable to the guardianship or conservatorship estate for the amount ordered.(b) If the court determines that the opposition to the objections was without reasonable cause and in bad faith, the court may award the objector the costs of the objector and other expenses and costs of litigation, including attorney’s fees, incurred to contest the account. The amount awarded is a charge against the compensation of the guardian or conservator, and the guardian or conservator is liable personally and on the bond, if any, for any amount that remains unsatisfied.(Added by Stats. 1996, Ch. 563, Sec. 12. Effective January 1, 1997.)
CA Prob Code § 2623 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 4 - PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP|CHAPTER 7 - Inventory and Accounts|ARTICLE 3 - Accounts|Section 2623.

2623.  (a) Except as provided in subdivision (b), the guardian or conservator shall be allowed all of the following:(1) The amount of the reasonable expenses incurred in the exercise of the powers and the performance of the duties of the guardian or conservator (including, but not limited to, the cost of any surety bond furnished, reasonable attorney’s fees, and such compensation for services rendered by the guardian or conservator of the person as the court determines is just, reasonable, and in the best interest of the ward or conservatee).(2) Such compensation for services rendered by the guardian or conservator as the court determines is just, reasonable, and in the best interest of the ward or conservatee.(3) All reasonable disbursements made before appointment as guardian or conservator.(4) In the case of termination other than by the death of the ward or conservatee, all reasonable disbursements made after the termination of the guardianship or conservatorship, but before the discharge of the guardian or conservator by the court.(5) In the case of termination by the death of the ward or conservatee, all reasonable expenses incurred before the discharge of the guardian or conservator by the court for the custody and conservation of the estate and its delivery to the personal representative of the estate of the deceased ward or conservatee or in making other disposition of the estate as provided for by law.(b) (1) The guardian or conservator shall not be compensated from the estate for any costs or fees that the guardian or conservator incurred in unsuccessfully defending their fee request petition, opposing a petition, or any other unsuccessful request or action made by, or behalf of, the ward or conservatee.(2) If the court determines, by clear and convincing evidence, that the defense, opposition, or other action described in paragraph (1) was made in good faith, was based upon the best interest of the ward or conservatee, and did not harm the ward or conservatee, the court may reduce the compensation awarded for the costs or fees incurred instead of denying it completely. The court shall state the reasons for its determination in writing or on the record.(Amended by Stats. 2021, Ch. 417, Sec. 23. (AB 1194) Effective January 1, 2022.)
CA Prob Code § 2625 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 4 - PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP|CHAPTER 7 - Inventory and Accounts|ARTICLE 3 - Accounts|Section 2625.

2625.  Any sale or purchase of property or other transaction not previously authorized, approved, or confirmed by the court is subject to review by the court upon the next succeeding account of the guardian or conservator occurring after the transaction. Upon such account and review, the court may hold the guardian or conservator liable for any violation of duties in connection with the sale, purchase, or other transaction. Nothing in this section shall be construed to affect the validity of any sale or purchase or other transaction.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 2626 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 4 - PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP|CHAPTER 7 - Inventory and Accounts|ARTICLE 3 - Accounts|Section 2626.

2626.  If it appears upon the settlement of any account that the estate has been entirely exhausted through expenditures or disbursements which are approved by the court, the court, upon settlement of the account, shall order the proceeding terminated and the guardian or conservator forthwith discharged unless the court determines that there is reason to continue the proceeding.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 2627 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 4 - PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP|CHAPTER 7 - Inventory and Accounts|ARTICLE 3 - Accounts|Section 2627.

2627.  (a) After a ward has reached majority, the ward may settle accounts with the guardian and give the guardian a release which is valid if obtained fairly and without undue influence.(b) Except as otherwise provided by this code, a guardian is not entitled to a discharge until one year after the ward has attained majority.(Enacted by Stats. 1990, Ch. 79.)