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Case Information

Filed 2024-07-10
Status Active
Type Conservatorship Of Estate Only
Docket 34 entries

Parties

Plaintiff Boutwell, Daniel J, Jr.
Photo of Hon. Mosbarger Tamara L

Judge

Hon. Mosbarger Tamara L

Butte County (CA)

California

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Lawyers

Docket Entries

  1. Conservatorship Review Accounting Judicial Officer Mosbarger, Tamara L Hearing Time 10:30 AM Comment First Account
  2. Confidential Screening Form
  3. Confidential Supplemental Information
  4. Investigator's Information Sheet
  5. Citation Issued
  6. Proof of Service
  7. Court Investigator Conservatorship Review Report
  8. Notice of Hearing Re. Cost Assessment and Right to Object
  9. Appointment Original Type Appointment Judicial Officer Mosbarger, Tamara L Hearing Time 10:30 AM Result Continuance on Court's Motion Comment Petition for Appointment of Conservator of the Estate Parties Present Petitioner: Boutwell, Daniel J, Jr. Retained Counsel: Nef, Andrew T
  10. Hearing Regarding Cost Assessment PR 1851.5 Original Type Hearing Regarding Cost Assessment PR 1851.5 Judicial Officer Mosbarger, Tamara L Hearing Time 10:30 AM Result Held
  11. Tentative Ruling - Probate Comment Mr. Latimer is appointed to represent the proposed conservatee and the matter is continued to September 17, 2024 at 10:30 a.m. for Mr. Latimer to meet with his client and for counsel for the proposed conservator to file a Capacity Declaration.
  12. Minute Order
  13. Order Appointing Attorney for Proposed Conservatee Judicial Officer Mosbarger, Tamara L
  14. Appointment Original Type Appointment Judicial Officer Mosbarger, Tamara L Hearing Time 10:30 AM Result Continuance on Court's Motion Comment Petition for Appointment of Conservator of the Estate; continued Parties Present Petitioner: Boutwell, Daniel J, Jr. Retained Counsel: Nef, Andrew T
  15. Hearing Regarding Cost Assessment PR 1851.5 Original Type Hearing Regarding Cost Assessment PR 1851.5 Judicial Officer Mosbarger, Tamara L Hearing Time 10:30 AM Result Held
  16. Tentative Ruling - Probate Comment The Court orders that the proposed conservatee submit to a mental examination by a licensed physician or psychologist and that said medical provider complete a Capacity Declaration to be filed with the Court. The petitioner and Mr. Latimer are to meet and confer regarding arrangements for the examination. This matter is continued to October 22, 2024 at 10:30 a.m. for further hearing on the petition.
  17. Minute Order
  18. Proof of Mailing
  19. Amended Petition Comment Amended Petition for Appointment of Conservator
  20. Appointment Original Type Appointment Judicial Officer Mosbarger, Tamara L Hearing Time 10:30 AM Result Continuance on Party's motion Comment Petition for Appointment of Conservator of the Estate; continued from 9/17/2024; Amended Petition filed Adding Co-Conservator Parties Present Petitioner: Boutwell, Daniel J, Jr. Retained Counsel: Nef, Andrew T
  21. Hearing Regarding Cost Assessment PR 1851.5 Original Type Hearing Regarding Cost Assessment PR 1851.5 Judicial Officer Mosbarger, Tamara L Hearing Time 10:30 AM Result Held
  22. Tentative Ruling - Probate Comment The Court will hear from counsel.
  23. Minute Order
  24. Proof of Service Comment Proof of Service
  25. Appointment Original Type Appointment Judicial Officer Mosbarger, Tamara L Hearing Time 10:30 AM Result Held Comment Amended Petition for Appointment of Conservator of the Estate; continued from Parties Present Petitioner Retained Counsel: Nef, Andrew T
  26. Hearing Regarding Cost Assessment PR 1851.5 Original Type Hearing Regarding Cost Assessment PR 1851.5 Judicial Officer Mosbarger, Tamara L Hearing Time 10:30 AM Result Held
  27. Declaration and Order re Conservatorship Investigation Judicial Officer Mosbarger, Tamara L Comment Fees Ordered in Full
  28. Tentative Ruling - Probate Comment Based upon the Court Investigator's report dated August 1, 2024, which the Court has read and considered, the conservatorship is necessary and appropriate and the petition is granted. Bond is to be posted in the amount of $150,000.00. Fees in the amount of $450.00 are to be paid within 30 days. The first accounting is due by September 23, 2025 with a review hearing on November 4, 2025 at 10:30 a.m. The Court will sign the form of order submitted by counsel.
  29. Order Appointing Conservator Judicial Officer Mosbarger, Tamara L
  30. Minute Order
  31. Letters Issued
  32. Bond Posted View Document Bond Posted
  33. Proof of Mailing
  34. Proof of Mailing

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