Enacted by Stats. 1990, Ch. 79.
(a)Several proposed transactions may be included in one petition and proceeding under this chapter.
(b)The petition may contain inconsistent allegations and may request relief in the alternative.
Article 3 - Petition
California Probate Code — §§ 3120-3123
Sections (4)
Amended by Stats. 2012, Ch. 440, Sec. 52. (AB 1488) Effective September 22, 2012.
The petition shall set forth all of the following information:
(a)The name, age, and residence of each spouse.
(b)If one or both spouses is alleged to lack legal capacity for the proposed transaction, a statement that the spouse has a conservator or a statement of the facts upon which the allegation is based.
(c)If there is a conservator of a spouse, the name and address of the conservator, the county in which the conservatorship proceeding is pending, and the court number of the proceeding.
(d)If a spouse
alleged to lack legal capacity for the proposed transaction is a patient in or on leave of absence from a state institution under the jurisdiction of the State Department of State Hospitals or the State Department of Developmental Services, the name and address of the institution.
(e)The names and addresses of all of the following persons:
(1)Relatives within the second degree of each spouse alleged to lack legal capacity for the proposed transaction.
(2)If the petition is to provide gifts or otherwise affect estate planning of the spouse who is alleged to lack capacity, as would be properly the subject of a petition under Article 10 (commencing with Section 2580) of Chapter 6 of Part 4 (substituted judgment) in the case of a conservatorship, the names and addresses of the persons identified in Section 2581.
(f)A sufficient description of the property that is the subject of the proposed transaction.
(g)An allegation that the property is community property, and, if the proposed transaction involves property in which a spouse also has a separate property interest, an allegation of good cause to include that separate property in the transaction.
(h)The estimated value of the property.
(i)The terms and conditions of the proposed transaction, including the names of all parties thereto.
(j)The relief requested.
Enacted by Stats. 1990, Ch. 79.
If the proceeding is brought for a court order authorizing a proposed transaction, the petition shall set forth, in addition to the information required by Section 3121, all of the following:
(a)An allegation that one of the spouses has a conservator or facts establishing lack of legal capacity of the spouse for the proposed transaction.
(b)An allegation that the other spouse has legal capacity for the proposed transaction or has a conservator.
(c)An allegation that each spouse either:
(1)joins in or consents to the proposed transaction, (2) has a conservator, or (3) is substantially unable to manage his or her financial resources or resist fraud or undue influence.
(d)Facts that may be relied upon to show that the authorization sought is for one or more of the following purposes:
(1)The advantage, benefit, or best interests of the spouses or their estates.
(2)The care and support of either spouse or of such persons as either spouse may be legally obligated to support.
(3)The payment of taxes, interest, or other encumbrances or charges for the protection and preservation of the community property.
(4)The providing of gifts for such purposes, and to such charities, relatives (including one of the spouses), friends, or other objects of bounty, as would be likely beneficiaries of gifts from the spouses.
Enacted by Stats. 1990, Ch. 79.
If the proceeding is brought for a court order declaring that one or both spouses has legal capacity for a proposed transaction, the petition shall set forth, in addition to the information required by Section 3121, an allegation of the legal capacity of such spouse or spouses for the proposed transaction.