Trusts and Estates
Ca. Trs. & Estates Quarterly Volume 10, Issue 1, Spring 2004
Content
- FROM ROLES TO RULES©: A NEW MODEL FOR MANAGING FAMILY DYNAMICS IN THE ESTATE PLANNING PROCESS
- Drafting Readable Petitions For Court Review
- New Domestic Partnership Legislation and Its Impact On Estate Planning and Administration
- Trust and Estates Section Executive Committee
- SELECTED FEDERAL TAX LEGISLATION, CASES & RULINGS
- Litigation Alert
LITIGATION ALERT
By Mary F. Gillick, Esq.*
I. THE REPEAL OF FORMER PROBATE CODE SECTION 1485 DID NOT REVIVE THE EARLIER STATUTORY SCHEME CONCERNING ADULT GUARDIANSHIP LAWS
In Union Bank of California v. Superior Court of Los Angeles County (2004) 115 Cal.App.4th 484, the Second District Court of Appeal ruled that the repeal of former Probate Code § 1485 did not undo the conservatorship of an adult incompetent and did not revive the earlier guardianship of such adult.
In 1962, American National Bank of San Bernardino, a predecessor of Union Bank, was appointed guardian of the estate of an incompetent adult. In 1979, the Legislature adopted former Probate Code § 1485, which provided that adult guardianships were automatically converted to conservatorships. Following the enactment of former Probate Code § 1485, Union Bank’s predecessor filed conservatorship accountings and reports in the Superior Court in San Bernardino County and received approving orders. In 1990, former Probate Code § 1485 was repealed as part of the general repeal and reenactment of the Probate Code. After the repeal of Probate Code § 1485, the conservator did not alter its conduct and continued to file its conservatorship accountings and reports in the superior court and received orders settling the accounts.