Enacted by Stats. 1990, Ch. 79.
As used in this chapter, “foreign guardian or conservator” means a guardian, conservator, committee, or comparable fiduciary in another jurisdiction.
Chapter 12 - Transfer of Personal Property out of State
California Probate Code — §§ 2800-2808
Sections (9)
Enacted by Stats. 1990, Ch. 79.
Subject to the limitations and requirements of this chapter, the court in which the guardianship of the estate or conservatorship of the estate is pending may order the transfer of some or all of the personal property of the estate to a foreign guardian or conservator in another jurisdiction outside this state where the ward or conservatee resides at the time the petition for the order authorizing the transfer is filed.
Enacted by Stats. 1990, Ch. 79.
A petition for an order authorizing a transfer may be filed by any of the following:
(a)The guardian of the estate or the conservator of the estate.
(b)The ward or conservatee.
(c)A foreign guardian or conservator.
Amended by Stats. 2001, Ch. 893, Sec. 47. Effective January 1, 2002.
The petition shall set forth all of the following:
(a)The name and address of:
(1)The foreign guardian or conservator, who may but need not be the guardian or conservator appointed in this state.
(2)The ward or conservatee.
(3)The guardian or conservator, so far as is known to the petitioner.
(b)The names, ages, and addresses, so far as they are known to the petitioner, of the spouse of the ward or the spouse or domestic partner of the conservatee and of relatives of the ward or conservatee within the second degree.
(c)A brief description of the character, condition, value, and location of the personal property sought to be transferred.
(d)A statement whether the foreign guardian or conservator has agreed to accept the transfer of the property. If the foreign guardian or conservator has so agreed, the acceptance shall be attached as an exhibit to the petition or otherwise filed with the court.
(e)A statement of the manner in which and by whom the foreign guardian or conservator was appointed.
(f)A general statement of the qualifications of the foreign guardian or conservator.
(g)The amount of bond, if any, of the foreign guardian or conservator.
(h)A general statement of the nature and value of the property of the ward or conservatee already under the management or control of the foreign guardian or conservator.
(i)The name of the court having jurisdiction of the foreign guardian or conservator or of the accounts of the foreign guardian or conservator or, if none, the court in which a proceeding may be had with respect to the guardianship or conservatorship if the property is transferred.
(j)Whether there is any pending civil action in this state against the guardian or conservator, the ward or conservatee, or the estate.
(k)A statement of the reasons for the transfer.
Amended by Stats. 2017, Ch. 319, Sec. 54. (AB 976) Effective January 1, 2018.
At least 30 days before the hearing, the petitioner shall deliver pursuant to Section 1215 a notice of the time and place of the hearing and a copy of the petition to each person required to be listed in the petition at the address stated in the petition.
Amended by Stats. 2001, Ch. 893, Sec. 48. Effective January 1, 2002.
Any of the following may appear and file written objections to the petition:
(a)Any person required to be listed in the petition.
(b)Any creditor of the ward or conservatee or of the estate.
(c)The spouse of the ward or the spouse or domestic partner of the conservatee or any relative or friend of the ward or conservatee.
(d)Any other interested person.
Enacted by Stats. 1990, Ch. 79.
The court may grant the petition and order the guardian or conservator to transfer some or all of the personal property of the estate to the foreign guardian or conservator if the court determines all of the following:
(a)The transfer will promote the best interests of the ward or conservatee and the estate.
(b)The substantial rights of creditors or claimants in this state will not be materially impaired by the transfer.
(c)The foreign guardian or conservator is qualified, willing, and able to administer the property to be transferred.
Enacted by Stats. 1990, Ch. 79.
If a transfer is ordered, the court may direct the manner of transfer and impose such terms and conditions as may be just.
Amended by Stats. 2017, Ch. 319, Sec. 55. (AB 976) Effective January 1, 2018.
(a)If the court’s order provides for the transfer of all of the property of the estate to the foreign guardian or conservator, the court, upon settlement of the final account, shall order the guardianship of the estate or the conservatorship of the estate terminated upon the filing with the clerk of the court of a receipt for the property executed by the foreign guardian or conservator.
(b)Unless notice is waived, a copy of the final account of the guardian or conservator and of the petition for discharge, together with a notice of the hearing, shall be delivered pursuant to Section 1215 at least 30 days before the date of the hearing to all persons required
to be listed in the petition for transfer, including the foreign guardian or conservator.