Clearing Probate Calendar Notes for Guardianship or Conservatorship
Templates and Forms
In Sacramento, the probate file examiner reviews the pleadings and court files in each guardianship or conservatorship case, and creates a document noting anything that remains to be filed, or which appears to be omitted from the pleadings. This document is posted on the court’s website approximately 10-12 calendar days prior to the court hearing date in that case (Sacramento County Superior Court Local Rule 4.02). This document is commonly referred to as “Probate Notes,” “Probate Calendar Notes,” or “Calendar Notes.” This process will be different, or may not exist, in other County Superior courts.
At least 5 court days (Monday through Friday, excluding holidays) before the hearing date, the Petitioner must submit their response to these Probate Calendar Notes, and file it with any necessary documents at the Probate Filing Counter in Room 214 at the William R. Ridgeway Family Relations Courthouse.
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. If you search by your hearing date, you will also need the Department number. The Sacramento Superior Court holds most probate hearings in Department 129 at the William R. Ridgeway Family Relations Courthouse; however, you will wish to confirm your department by checking your Petition. The court clerk always writes your department number on your Petition.
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 two stapled copies, at the Probate Filing Counter in Room 214 at the William R. Ridgeway Family Relations Courthouse. The court will keep the original and one copy and return one stamped “Endorsed/Filed” to you. Be sure to bring this endorsed copy with you to all of your court hearings.
Related Step-by-Step Guides
- Petition for Guardianship of the Person, Parts 1-4
Complete the Required Forms
Instructions for completing the necessary form are included at the end of this packet. 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)
Copying and Assembling
Make two copies of your Response to Calendar Notes. Leave your original unstapled, but staple each 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.
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 one copy and return one stamped “Endorsed/Filed” to you. Bring the endorsed copy to all of your court hearings. There is no fee for filing your response to Calendar Notes.
SH@LL (Self-Help at the Law Library) (formerly Civil Self Help Center)
609 9th 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 civil legal issues, including name changes. 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.
Self-Help Center – Family Law Facilitator
William R. Ridgeway Family Relations Courthouse
3341 Power Inn Road, Sacramento, CA 95826
Services Provided: The Self-Help Center provides free legal, procedural assistance to individuals without an attorney in the areas of Probate Guardianship, including assistance with responding to Calendar Notes. All services are provided free of charge.
For More Information
On the Web:
Local Rules 4.01 and 4.02, Sacramento County Superior Court
About Probate Calendar Notes ,Sacramento County Superior Court
At the Law Library:
The Guardianship Book for California KFC 134 .B76 (Self Help)
Sample Forms with and Instructions
This material is intended as general information only. Your case may have factors requiring different procedures or forms. The information and instructions are provided for use in the Sacramento County Superior Court. Please keep in mind that each court may have different requirements. If you need further assistance consult a lawyer.