Clearing Probate Calendar Notes for Guardianship or Conservatorship

Before a guardianship or conservatorship is granted, the court holds a hearing. In Sacramento, about 3 weeks before the hearing, the court posts “calendar notes” (also called “probate notes” or “probate calendar notes”) in the online case file. These contain a list of papers and information that are missing, so that the petitioner can make sure the file is complete before the hearing. (Sacramento County Superior Court Local Rule 4.02).

You must clear the Probate Calendar Notes and file all necessary documents at least five court days before your hearing or the Court will continue or dismiss your case.

This process will be different, or may not exist, in other county probate courts.

Note: although this guide is intended for guardianship or conservatorship cases, the basic instructions and samples are the same for all probate cases, so it may be useful when probating estates as well.

Templates and Forms

• Response to Calendar Notes (Sacramento County)

At least 5 court days (Monday through Friday, excluding holidays) before the hearing date, the Petitioner must file their response to these Probate Calendar Notes, along with any necessary documents, at the Probate Filing Counter in Room 214 at the William R. Ridgeway Family Relations Courthouse.

All cases receive Probate Calendar Notes, even if the court file is complete. Check for the Probate Calendar Notes three weeks prior to the hearing. If they are not there yet, check again two weeks prior.

Probate Calendar Notes may be viewed for free online at on Sacramento County Superior Court’s Public Portal. You may search the notes by your case number or your hearing date.

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Once you log in and find your case, you will see a list of documents filed in your case, including any Probate Notes available.

Your Probate Calendar Notes will contain a number of informational notations that require no response. However, if any of the items are listed as “NEEDED;” a response must be prepared and filed. These responses must include (1) the specific note that is “NEEDED,” (2) a response to the note, and (3) any requested documents that need to be filed with the court.

To respond to the Probate Calendar Notes for a guardianship case in Sacramento County, you must use the form Response to Calendar Notes (Sacramento County Local Form PR-E-LP-022).

Once your written response is complete, file the original (unstapled), plus one stapled copy, at the Probate Filing Counter in Room 214 at the William R. Ridgeway Family Relations Courthouse. The court will keep the original and return the copy to you, stamped “Endorsed/Filed.” Bring this endorsed copy with you to all of your court hearings.

Step-by-Step Instructions

1

Complete the Required Forms

Instructions for completing the necessary form are included at the end of this guide. You must use the following form in order to respond to your Probate Calendar Notes:

• Response to Calendar Notes (Sacramento County Local Form PR-E-LP-022)

2

Copying and Assembling

Make one copy of your Response to Calendar Notes. Leave your original unstapled, but staple the copy.

In the Sacramento County Superior Court, because documents are scanned into a computer, any multiple-page original documents are left unstapled, while each copy is stapled.

3

Filing

Your Response to Calendar Notes must be filed at Probate Front Counter in Room 214 at the William R. Ridgeway Family Relations Courthouse. The court will keep the original and return the copy to you, stamped “Endorsed/Filed.” Bring the endorsed copy to all of your court hearings.

There is no fee for filing Responses to Probate Calendar Notes.

For Help

SH@LL (Self-Help at the Law Library)
609 9^th Street, Sacramento CA 95814
(916) 476-2731 (Appointment Request Line)

Services Provided: SH@LL provides general information and basic assistance to self-represented litigants on a variety of legal issues. All assistance is provided by telephone. Visit “What we can help with” for a list of qualifying cases.

Eligibility: Must be a Sacramento County resident or have a qualifying case in the Sacramento County Superior Court.

Family and Probate Self Help Center
3341 Power Inn Road, Room 113, Sacramento CA 95826
(916) 875-3400

8:30 a.m. to 4:00 p.m. Monday through Thursday
8:30 a.m. to 12:00 p.m. Friday

Services Provided: The Self Help Center provides assistance, instruction, and information in family law and probate cases to individuals representing themselves in a case before the Sacramento Superior Court. Many services are available through the e-Correspondence System.

For assistance using e-Correspondence or to register your email with the Center, visit in person or contact the Virtual Front Counter from 8:30 a.m. – 10:30 a.m. on Tuesday and Thursdays via Zoom.

For More Information

On the Web:

Local Rules 4.01 and 4.02, Sacramento County Superior Court

Probate Calendar Notes, Sacramento County Superior Court

At the Law Library:

The Guardianship Book for California KFC 134 .B76 (Self Help)

Samples

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