Clearing Probate Calendar Notes for Guardianship or Conservatorship
Templates and Forms
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).
This process will be different, or may not exist, in other county probate courts.
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.
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.
Once you log in and find your case, click on “Download Documents.”
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 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
Related Video
- Petition for Guardianship of the Person, Parts 1-4
Step-by-Step Instructions
1
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)
2
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.
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 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.
For Help
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.
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)
Samples
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.