Last updated: 7/9/2024
Ex Parte Petition To Dispense With Accounting And Order {PR.040}
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Description
PR.040 - EX PARTE PETITION TO DISPENSE WITH ACCOUNTING AND ORDER (PROBATE CODE §2628). This form is used to request that the court allow a conservator or guardian to skip the formal accounting process for an estate if the estate’s value is under $15,000 and monthly income is below $2,000. The form requires the petitioner to declare proper management of the estate, confirm that all income was used for the conservatee’s or minor’s benefit, and indicate that no compensation is requested. It includes sections for the financial status of the estate, the conservatee’s or minor’s residence, and proof of service of the petition. If granted, the court will allow the conservator or guardian to file a simplified annual declaration instead of a detailed accounting. www.FormsWorkflow.com
