reglab/housing_qa huggingface dataset:
CA Prob Code § 2890 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 4 - PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP|CHAPTER 14 - Notification to Court by Institutions|Section 2890.

2890.  (a) When a guardian or conservator, pursuant to letters of guardianship or conservatorship of the estate, takes possession or control of any asset of the ward or conservatee held by an institution, as defined in subdivision (c), the institution shall file with the court having jurisdiction of the guardianship or conservatorship a statement containing the following information:(1) The name of the ward or conservatee.(2) The name of the guardian or joint guardians or conservator or joint conservators.(3) The court case number.(4) The name of the institution.(5) The address of the institution.(6) The account number of the account, if any, in which the asset was held by the ward or conservatee.(7) A description of the asset or assets held by the institution. If an asset is a life insurance policy or annuity, the description shall include the policy number, if available. If the asset is a security listed on a public exchange, the description shall include the name and reference number, if available.(8) The value, if known, or the estimated value otherwise, of the asset on the date the letters were issued by the court to the guardian or conservator, to the extent this value is routinely provided in the statements from the institution to the owner.(b) Taking possession or control of an asset includes, for purposes of this chapter, changing title to the asset, withdrawing all or any portion of the asset, or transferring all or any portion of an asset from the institution.(c) For purposes of this chapter, “institution” means an insurance company, insurance broker, insurance agent, investment company, investment bank, securities broker-dealer, investment adviser, financial planner, financial adviser, or any other person who takes, holds, or controls an asset subject to a conservatorship or guardianship that is not a “financial institution” as defined in Section 2892.(Added by Stats. 2001, Ch. 563, Sec. 7. Effective January 1, 2002.)
CA Prob Code § 2891 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 4 - PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP|CHAPTER 14 - Notification to Court by Institutions|Section 2891.

2891.  (a) The statement filed pursuant to Section 2890 shall be an affidavit by a person having authority to make the statement on behalf of the institution, as defined in Section 2890, and shall include that fact in the statement.(b) If the affidavit and any accompanying information to be filed pursuant to this section also contains the ward or conservatee’s social security number or any other personal information, including financial information regarding the ward or conservatee which would not be disclosed in an accounting, an inventory and appraisal, or any other nonconfidential pleading filed in the action, the information shall be kept confidential and subject to disclosure to any person only upon order of the court.(c) This chapter does not apply to any trust arrangement described in subdivision (b) of Section 82 except paragraph (4) of that subdivision relating to assets held in Totten trust.(d) No fee shall be charged by the court for the filing of the affidavit or related information as required by this section.(e) The affidavit required by Section 2890 is not required to be filed in a proceeding more than once for each asset. However, all assets held by institutions may be listed in a single affidavit filed with the court.(f) When a guardian or conservator takes possession or control of an asset in an institution, as defined in Section 2890, the institution may then file with the court the statement required by Section 2890 as to any or all other assets of the ward or conservatee held in the institution.(Added by Stats. 2001, Ch. 563, Sec. 7. Effective January 1, 2002.)
CA Prob Code § 2892 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 4 - PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP|CHAPTER 14 - Notification to Court by Institutions|Section 2892.

2892.  (a) When a guardian or conservator, pursuant to letters of guardianship or conservatorship of the estate, opens or changes the name to an account or safe-deposit box in a financial institution, as defined in subdivision (b), the financial institution shall send to the court identified in the letters of guardianship or conservatorship a statement containing the following information:(1) The name of the person with whom the account or safe-deposit box is opened or changed.(2) The account number or reference number.(3) The date the account or safe-deposit box was opened or changed ownership pursuant to letters of guardianship or conservatorship.(4) If the asset is held in an account in a financial institution, the balance as of the date the account was opened or changed.(5) If the asset is held in a safe-deposit box, and the financial institution has been given access to the safe-deposit box, a list of the contents, including, for example, currency, coins, jewelry, tableware, insurance policies or certificates, stock certificates, bonds, deeds, and wills.(6) The name and address of the financial institution in which the asset is maintained.(b) For purposes of this chapter, “financial institution” means a bank, trust, savings and loan association, savings bank, industrial bank, or credit union.(Amended by Stats. 2003, Ch. 888, Sec. 7. Effective January 1, 2004.)
CA Prob Code § 2893 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 4 - PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP|CHAPTER 14 - Notification to Court by Institutions|Section 2893.

2893.  (a) The written statement provided pursuant to Section 2892 by the financial institution shall be in the form of an affidavit signed by an officer of the financial institution and the officer shall provide his or her name and title in the affidavit.(b) The affidavit required by this section is subject to disclosure under the circumstances described in subdivision (l) of Section 7480 of the Government Code under the California Right to Financial Privacy Act (Chapter 20 (commencing with Section 7460) of Division 7 of Title 1 of the Government Code).(c) This chapter does not apply to any trust arrangement described in subdivision (b) of Section 82 except paragraph (4) of that subdivision relating to assets held in a Totten trust.(d) The affidavit described in Section 2892 is not required to be filed in a proceeding more than once for each asset. However, all assets held by the financial institution may be listed in a single affidavit filed with the court.(e) If the affidavit and any accompanying information to be filed pursuant to this section also contains the ward or conservatee’s social security number or any other personal information, including financial information regarding the ward or conservatee which would not be disclosed in an accounting, an inventory and appraisal, or other nonconfidential pleading filed in the action, the information shall be kept confidential and subject to disclosure to any person only upon order of the court.(Added by Stats. 2001, Ch. 563, Sec. 7. Effective January 1, 2002.)
CA Prob Code § 2901 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 5 - PUBLIC GUARDIAN|CHAPTER 1 - Taking Temporary Possession or Control of Property|Section 2901.

2901.  (a) A public guardian who is authorized to take possession or control of property under this chapter may issue a written certification of that fact. The written certification is effective for 30 days after the date of issuance.(b) The written recordable certification shall substantially comply with the following form:“CERTIFICATE OF AUTHORITYTHIS IS AN OFFICIAL CERTIFICATE ENTITLING THE PUBLIC GUARDIAN TO TAKE POSSESSION OF ANY AND ALL PROPERTY BELONGING TO THE FOLLOWING INDIVIDUAL:(Name of Individual) _____________This Certificate of Authority has been issued by the Public Guardian pursuant to and in compliance with Chapter 1 (commencing with Section 2900) of Part 5 of Division 4 of the California Probate Code. Under California law, this Certificate of Authority authorizes the Public Guardian to take possession or control of property belonging to the above-named individual.SPECIAL NOTE TO FINANCIAL INSTITUTIONS:State law requires that upon receiving a copy of this Certificate of Authority, financial institutions shall provide the public guardian with information concerning property held by the above-named individual and surrender the property to the Public Guardian if requested.This Certificate of Authority shall only be valid when signed and dated by the Public Guardian or a deputy Public Guardian of the County of _____ and affixed with the official seal of the Public Guardian below.This Certificate of Authority expires 30 days after the date of issuance.Signature of Public Guardian: Date:Official Seal”(c) The public guardian may record a copy of the written certification in any county in which is located real property of which the public guardian is authorized to take possession or control under this chapter.(d) A financial institution or other person shall, without the necessity of inquiring into the truth of the written certification and without court order or letters being issued:(1) Provide the public guardian information concerning property held in the sole name of the proposed ward or conservatee.(2) Surrender to the public guardian property of the proposed ward or conservatee that is subject to loss, injury, waste, or misappropriation.(e) Receipt of the written certification:(1) Constitutes sufficient acquittance for providing information and for surrendering property of the proposed ward or conservatee.(2) Fully discharges the financial institution or other person from any liability for any act or omission of the public guardian with respect to the property.(Amended by Stats. 2011, Ch. 370, Sec. 2. (AB 1288) Effective January 1, 2012.)
CA Prob Code § 2902 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 5 - PUBLIC GUARDIAN|CHAPTER 1 - Taking Temporary Possession or Control of Property|Section 2902.

2902.  A public guardian who takes possession or control of property pursuant to this chapter is entitled to reasonable costs incurred for the preservation of the property, together with reasonable compensation for services, in case of the subsequent appointment of another person as guardian or conservator of the estate. The costs and compensation are a proper and legal charge against the estate of the ward or conservatee.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 2903 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 5 - PUBLIC GUARDIAN|CHAPTER 1 - Taking Temporary Possession or Control of Property|Section 2903.

2903.  This chapter applies only to possession or control of property by a public guardian on or after July 1, 1989. Possession or control of property by a public guardian before July 1, 1989, is governed by the applicable law in effect before July 1, 1989, notwithstanding its repeal by Chapter 1199 of the Statutes of 1988.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 2910 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 5 - PUBLIC GUARDIAN|CHAPTER 2 - Prefiling Investigation by Public Guardian|Section 2910.

2910.  (a) Upon a showing of probable cause to believe that a person is in substantial danger of abuse or neglect and needs a conservator of the person, the estate, or the person and estate for his or her own protection, the public guardian or the county’s adult protective services agency may petition for either or both of the orders of the court provided in subdivision (b) in connection with his or her investigation to determine whether a petition for the appointment of the public guardian as conservator of the person, estate, or the person and estate of the person would be necessary or appropriate.(b) The petition may request either or both of the following orders for the limited purposes of the investigation concerning a person:(1) An order authorizing identified health care providers or organizations to provide private medical information about the person to the public guardian’s authorized representatives.(2) An order authorizing identified financial institutions or advisers, accountants, and others with financial information about the person to provide the information to the public guardian’s authorized representatives.(c) Notice of the hearing and a copy of the petition shall be served on the person who is the subject of the investigation in the manner and for the period required by Section 1460 or, on application of the public guardian contained in or accompanying the petition, on an expedited basis in the manner and for the period ordered by the court. The court may dispense with notice of the hearing only on a showing of facts demonstrating an immediate threat of substantial harm to the person if notice is given.(Added by Stats. 2007, Ch. 553, Sec. 25. Effective January 1, 2008.)
CA Prob Code § 2911 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 5 - PUBLIC GUARDIAN|CHAPTER 2 - Prefiling Investigation by Public Guardian|Section 2911.

2911.  A court order issued in response to a public guardian’s petition pursuant to Section 2910 shall do all of the following:(a) Authorize health care providers to disclose a person’s confidential medical information as permitted under California law, and also authorize disclosure of the information under federal medical privacy regulations enacted pursuant to the Health Insurance Portability and Accountability Act of 1996.(b) Direct the public guardian or the adult protective services agency to keep the information acquired under the order confidential, except as disclosed in a judicial proceeding or as required by law enforcement or an authorized regulatory agency.(c) Direct the public guardian or the adult protective services agency to destroy all copies of written information obtained under the order or give them to the person who was the subject of the investigation if a conservatorship proceeding is not commenced within 60 days after the date of the order. The court may extend this time period as the court finds to be in the subject’s best interest.(Added by Stats. 2007, Ch. 553, Sec. 25. Effective January 1, 2008.)
CA Prob Code § 2920 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 5 - PUBLIC GUARDIAN|CHAPTER 3 - Appointment of Public Guardian|Section 2920.

2920.  (a) If any person domiciled in the county requires a guardian or conservator and there is no one else who is qualified and willing to act and whose appointment as guardian or conservator would be in the best interests of the person, then either of the following shall apply:(1) The public guardian shall apply for appointment as guardian or conservator of the person, the estate, or the person and estate, if there is an imminent threat to the person’s health or safety or the person’s estate.(2) The public guardian may apply for appointment as guardian or conservator of the person, the estate, or the person and estate in all other cases.(b) The public guardian shall apply for appointment as guardian or conservator of the person, the estate, or the person and estate, if the court so orders. The court may make an order under this subdivision on motion of an interested person or on the court’s own motion in a pending proceeding or in a proceeding commenced for that purpose. The court shall order the public guardian to apply for appointment as guardian or conservator of the person, the estate, or the person and estate, on behalf of any person domiciled in the county who appears to require a guardian or conservator, if it appears that there is no one else who is qualified and willing to act, and if that appointment as guardian or conservator appears to be in the best interests of the person. However, if prior to the filing of the petition for appointment it is discovered that there is someone else who is qualified and willing to act as guardian or conservator, the public guardian shall be relieved of the duty under the order. The court shall not make an order under this subdivision except after notice to the public guardian for the period and in the manner provided for in Chapter 3 (commencing with Section 1460) of Part 1, consideration of the alternatives, and a determination by the court that the appointment is necessary. The notice and hearing under this subdivision may be combined with the notice and hearing required for appointment of a guardian or conservator.(c) The public guardian shall begin an investigation within two business days of receiving a referral for conservatorship or guardianship.(Amended by Stats. 2006, Ch. 493, Sec. 32. Effective January 1, 2007.)
CA Prob Code § 2921 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 5 - PUBLIC GUARDIAN|CHAPTER 3 - Appointment of Public Guardian|Section 2921.

2921.  An application of the public guardian for guardianship or conservatorship of the person, the estate, or the person and estate, of a person who is under the jurisdiction of the State Department of State Hospitals or the State Department of Developmental Services shall not be granted without the written consent of the department having jurisdiction of the person.(Amended by Stats. 2012, Ch. 440, Sec. 50. (AB 1488) Effective September 22, 2012.)
CA Prob Code § 2922 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 5 - PUBLIC GUARDIAN|CHAPTER 3 - Appointment of Public Guardian|Section 2922.

2922.  If the public guardian is appointed as guardian or conservator:(a) Letters shall be issued in the same manner and by the same proceedings as letters are issued to other persons. Letters may be issued to “the public guardian” of the county without naming the public guardian.(b) The official bond and oath of the public guardian are in lieu of the guardian or conservator’s bond and oath on the grant of letters.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 2923 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 5 - PUBLIC GUARDIAN|CHAPTER 3 - Appointment of Public Guardian|Section 2923.

2923.  On or before January 1, 2008, the public guardian shall comply with the continuing education requirements that are established by the California State Association of Public Administrators, Public Guardians, and Public Conservators.(Added by Stats. 2006, Ch. 493, Sec. 33. Effective January 1, 2007.)
CA Prob Code § 2940 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 5 - PUBLIC GUARDIAN|CHAPTER 4 - Administration by Public Guardian|Section 2940.

2940.  All funds coming into the custody of the public guardian shall be deposited or invested in the same manner and subject to the same terms and conditions as deposit or investment by the public administrator of money in an estate pursuant to Article 3 (commencing with Section 7640) of Chapter 4 of Part 1 of Division 7.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 2941 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 5 - PUBLIC GUARDIAN|CHAPTER 4 - Administration by Public Guardian|Section 2941.

2941.  The public guardian may, if necessary and in the public guardian’s discretion, employ private attorneys where the cost of employment can be defrayed out of estate funds or where satisfactory pro bono or contingency fee arrangements can be made.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 2942 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 5 - PUBLIC GUARDIAN|CHAPTER 4 - Administration by Public Guardian|Section 2942.

2942.  The public guardian shall be paid from the estate of the ward or conservatee for all of the following:(a) Reasonable expenses incurred in the execution of the guardianship or conservatorship.(b) Compensation for services of the public guardian and the attorney of the public guardian, and for the filing and processing services of the county clerk or the clerk of the superior court, in the amount the court determines is just and reasonable. In determining what constitutes just and reasonable compensation, the court shall, among other factors, take into consideration the actual costs of the services provided, the amount of the estate involved, the special value of services provided in relation to the estate, and whether the compensation requested might impose an economic hardship on the estate. Nothing in this section shall require a public guardian to base a request for compensation upon an hourly rate of service.(c) An annual bond fee in the amount of twenty-five dollars ($25) plus one-fourth of 1 percent of the amount of an estate greater than ten thousand dollars ($10,000). The amount charged shall be deposited in the county treasury. This subdivision does not apply if the ward or conservatee is eligible for Social Security Supplemental Income benefits.(Amended by Stats. 1999, Ch. 866, Sec. 1. Effective January 1, 2000.)
CA Prob Code § 2943 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 5 - PUBLIC GUARDIAN|CHAPTER 4 - Administration by Public Guardian|Section 2943.

2943.  (a) Notwithstanding subdivision (c) of Section 2610, the property described in the inventory may be appraised by the public guardian and need not be appraised by a probate referee if the public guardian files with the inventory an appraisal showing that the estimated value of the property in the estate does not exceed the amount prescribed in Section 13100.(b) If the conservator seeks authority pursuant to subdivision (b) of Section 2540 to sell the conservatee’s personal residence, whether or not it is real property, or if the conservator seeks authority pursuant to Section 2590 to sell the conservatee’s real property, valued in excess of ten thousand dollars ($10,000), or an item of personal property valued in excess of ten thousand dollars ($10,000) that is not a security sold pursuant to subdivision (a) of Section 2544, that property shall be appraised by a probate referee.(Amended by Stats. 1996, Ch. 86, Sec. 3. Effective January 1, 1997.)
CA Prob Code § 2944 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 5 - PUBLIC GUARDIAN|CHAPTER 4 - Administration by Public Guardian|Section 2944.

2944.  The public guardian is not liable for failing to take possession or control of property that is beyond the ability of the public guardian to possess or control.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 3300 (2021)
2021 California Code|Probate Code - PROB|DIVISION 4 - GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS|PART 8 - OTHER PROTECTIVE PROCEEDINGS|CHAPTER 1 - General Provisions|Section 3300.

3300.  A parent who receives any money or property belonging to a minor under any provision of this part shall account to the minor for the money or other property when the minor reaches the age of majority.(Enacted by Stats. 1990, Ch. 79.)