El Dorado Superior Court Document Filing Requirements

CRITICALCivil cases

Applies to

Application for videoconference appearance and order

A Local Form M-51 application must be submitted to Department 9 within seven days before the hearing, or, if there is insufficient time, within one day after service of the hearing notice.

To request to appear by Zoom videoconferencing, an Application for Videoconference Appearance and Order (Local Form M-51) must be submitted to Department 9 within seven (7) days before your hearing. If you do not have sufficient time to submit the Local Form M-51, then you may submit within one (1) day of the date you were served with the notice of hearing.

CRITICALCivil cases

Applies to

Referral order

A CCRC referral order must specify the appointment date and time and the applicable deadlines for service, registration, orientation, and required documents.

When the Court orders the parties to participate in CCRC, the Court shall issue a referral order specifying the date and time of the CCRC appointment and the applicable deadlines for service, registration, completion of orientation, and submission of required documentation.

CRITICAL

Applies to

Media request

Media coverage requests must comply with California Rules of Court, rule 1.150(e)(1), and use Judicial Council Forms MC-500 and MC-510 submitted to the assigned judicial officer.

Media requests for coverage for any type of video, still photography or audio coverage, including pool cameras, must be made in compliance with California Rules of Court, rule 1.150(e)(1) and submitted to the judicial officer assigned to hear the case on Judicial Council Forms MC-500, Media Request to Photograph, Record or Broadcast and MC-510, Order on Media Request to Permit Coverage.

CRITICAL

Applies to

Request to be excused from jury service

A request to be excused from jury service for undue hardship, if granted, must be in writing from the prospective juror or placed on the court’s record.

All requests to be excused from jury service that are granted for undue hardship shall be in writing from the prospective juror or placed on the court’s record.

CRITICAL

Applies to

Request to be excused from jury service

A request to be excused from jury service must state facts specifying the hardship and explain why it cannot be avoided by deferring service.

The prospective juror shall support the request with facts specifying the hardship and a statement why the circumstances constituting the undue hardship cannot be avoided by deferring the prospective juror’s service.

CRITICAL

Applies to

Original financial account statements and records

Original financial account statements and records filed with Probate Code section 2620(c) accountings are exempt from the rule and must be submitted separately with a separate caption page, after which they will be placed in a confidential envelope.

Original financial account statements and records filed with accountings pursuant to Probate Code section 2620(c) shall be exempt from this rule. Those original confidential financial account statements are to be filed by the parties with a separate caption page and filed as a separate document from the accounting and, when filed in that manner, they will be placed in a confidential envelope.

CRITICAL

Applies to

Written judgment or decree

Written judgments and decrees presented for signature must be accompanied at filing by a legible copy lodged with the clerk.

All written judgments and decrees presented for signature and a legible copy that shall be lodged with the clerk at the time of filing will accompany filing.

CRITICAL

Applies to

Proposed judgment

When the parties stipulate in writing to a judgment, the proposed judgment to be signed and filed must be a separate document.

If the parties enter into a written stipulation for judgment, the form of the proposed judgment to be signed and filed shall be a separate document.

CRITICAL

Applies to

Document filed for hearing

When known, the hearing date, time, and department must appear below the action number on every document filed for consideration at a law and motion, criminal, or probate hearing.

When the date of hearing of any law and motion, criminal, or probate matter is known, all documents filed for consideration at the hearing shall contain the date of hearing, the time, and the department, below the action number.

CRITICAL

Applies to

Electronic recording offered into evidence

Unless the court orders otherwise, a party offering an electronic sound or sound-and-video recording must lodge a typewritten transcript with the court and provide a copy to opposing parties by the motion-in-limine hearing.

Unless otherwise ordered by the court, a party offering into evidence an electronic sound or sound-and-video recording shall have a typewritten transcript of the recording lodged with the court and a copy provided to opposing parties no later than the time of the hearing on the motions in limine.

CRITICAL

Applies to

Continuance stipulation

A continuance stipulation must include a good-cause finding, signatures of all counsel and defendants, a court approval line, and defendants’ time waiver.

The written stipulation shall include a good cause finding and shall be signed by all counsel and defendant(s) with an approval line for the Court. The stipulation shall include a time waiver by defendant(s).

CRITICAL

Applies to

Proposed exhibits list

When 10 or more exhibits will be marked, counsel must meet and confer by the day before trial and provide the clerk a proposed-exhibit list with brief descriptions; electronic transmission is recommended when possible.

In any case in which 10 or more exhibits will be marked for identification, all counsel shall meet and confer not later than the day before trial and provide the clerk with a list of proposed exhibits, along with a brief description, to be marked. These lists should be electronically transmitted when possible.

CRITICAL

Applies to

Exhibit list

For fewer than 10 exhibits, counsel must deliver the List of Exhibits Form and marked exhibits to the clerk by 8:30 a.m. on the first day of trial; counsel may request tags and the form from the clerk.

If less than 10 exhibits are to be marked, the List of Exhibits Form, together with the marked exhibits, shall be delivered to the clerk by 8:30 a.m. on the morning of the first day of trial. The clerk will provide exhibit marking tags and the List of Exhibits Form upon request of counsel.

CRITICAL

Applies to

Exhibit

Each exhibit must be individually tagged with a completed tag securely attached; the court will not accept exhibits posing security, storage, health, or safety risks, and unidentified liquids, containers, or suspect substances will be returned to the offering party.

All exhibits must be individually tagged with the appropriate exhibit tag. Each exhibit tag must be properly completed and securely attached to the exhibit. C. No exhibit shall be received by the court if it poses a security or storage problem or a risk to health or safety. Unidentified liquids, containers, or suspect substances shall be returned to the party who offered the exhibit. Types of exhibits which will not be received include, but are not limited to, the following: (1) Any type of explosive powder; (2) Explosive chemicals, including toluene and ethane; (3) Explosive devices, including grenades, pipe bombs; (4) Flammable liquids, including gasoline, kerosene, lighter fluid, paint thinner, and ethyl ether; (5) Canisters containing tear-gas, mace, or similar substances; (6) Rags that have been soaked in flammable liquids; (7) Liquid drugs, including phencyclidine (PCP); methamphetamine, fentanyl,

CRITICAL

Applies to

Toxic exhibit

Toxic exhibits posing a human health hazard must be presented through a photographic record and a competent-authority-certified chemical analysis, unless the court finds good cause to allow their introduction in the courtroom.

D. Exhibits toxic by their nature that pose a health hazard to humans shall be introduced to the court in the form of a photographic record and a written chemical analysis certified by competent authority. Where the court finds that good cause exists to depart from this procedure, toxic exhibits may be brought into the courtroom and introduced.

CRITICAL

Applies to

Investigative fee application

An application for investigative fees and expenses must be in writing and submitted to the judge specified for the case or referral, or to the presiding judge in other cases.

A. Application for Fees and Expenses. Application for investigative fees and expenses shall be made in writing, as follows: (1) To the judge of the department to which the case has been assigned; (2) To the judge of the department to which the matter has been referred pursuant to Penal Code section 987.9; or (3) To the presiding judge for all other cases.

CRITICAL

Applies to

Expert fee application

An application for expert fees and expenses must be in writing and submitted to the judge specified for the case or referral, or to the presiding judge in other cases.

A. Application for Expert Fees and Expenses. Application for expert fees and expenses shall be made in writing as follows: (1) To the judge of the department to which the case has been assigned; (2) To the judge of the department to which the matter has been referred, pursuant to Penal Code section 987.9; or (3) For all other cases, to the presiding judge.

CRITICAL

Applies to

Expert fee application

Expert-fee applications must reasonably justify the requested fees and include the services’ nature, purpose, and materiality; estimated fees and expenses, including hourly rates; the expert’s name and qualifications; and detailed justification for unusual or extraordinary requests.

B. Amount of Fees. In no event shall the court grant fees or expenses not reasonably justified by the nature of the case, as supported by written application. The written application shall specify the nature, purpose, and materiality of the proposed expert services and shall contain an estimate of the fees and expenses involved including the proposed expert’s hourly fees for out of court work and for courtroom testimony. The name of the expert to be retained and a brief statement of qualification shall also be included or attached. Unusual or extraordinary requests shall be justified in detail.

CRITICAL

Applies to

Jury instructions

The prosecution must submit proposed jury instructions no later than the first day of trial in a criminal case.

No later than the first day of trial in a criminal case, the prosecution shall submit proposed jury instructions for use in that case.

CRITICAL

Applies to

Request for exemption from mandatory electronic filing and service

An attorney seeking exemption must file Judicial Council forms EFS-007 and EFS-008.

An attorney requesting exemption shall file a Request for Exemption from Mandatory Electronic Filing and Service (Judicial Council form EFS-007) and Order of Exemption from Electronic Filing and Service (Judicial Council form EFS-008).

CRITICAL

Applies to

Motion or application exhibit

Each exhibit supporting or opposing a motion or application must be identified, attached to a declaration, and incorporated into it by reference.

E. Each exhibit submitted in support of or in opposition to a motion or other application must be identified as an exhibit, attached to a declaration, and made a part thereof by reference.

CRITICAL

Applies to

Foreign language exhibit

A foreign-language exhibit must include an English translation certified under oath by a qualified interpreter.

Exhibits written in a foreign language shall be accompanied by an English translation, certified under oath by a qualified interpreter.

CRITICAL

Applies to

Declaration

Declarations generally must state facts the declarant could testify to and include a penalty-of-perjury declaration; when a statute permits information-and-belief statements, their factual basis must also be stated.

Unless a statute authorizes a declaration on information and belief, a declaration shall set forth statements of evidentiary facts to which the declarant could testify if called as a witness and shall include a declaration by the declarant under penalty of perjury to that fact. If a statute authorizes a statement on information and belief and such a statement is made by the declarant, the facts upon which the declarant bases such information and belief shall be included.

CRITICAL

Applies to

Notice of intent to appear and request oral argument

A party challenging any part of a tentative ruling must notify the Court and all parties of its intent to appear and request oral argument on the specific challenged aspects by 4:00 p.m. that day.

If you do not wish to accept the tentative ruling in its entirety, you must give notice of your intent to appear and request oral argument as to the specific aspects of the tentative ruling you wish to challenge to both the Court and all parties to the action through the procedures listed below by 4:00 p.m. on the day the tentative ruling is issued.

CRITICAL

Applies to

Default judgment

The clerk may not set a default or uncontested matter for hearing until the judgment and all necessary pleadings and documents are on file.

A. No defaults or uncontested matters shall be set for hearing by the clerk unless and until the judgment and all pleadings and documents necessary for hearing and disposition of the matter are on file in the clerk’s office.

CRITICAL

Applies to

Default judgment

The Court’s policy is to require an evidentiary declaration from the plaintiff or the plaintiff’s agent in every default case.

It is the policy of this Court to require an evidentiary declaration from the plaintiff or plaintiff’s agent in all cases of default.

CRITICAL

Applies to

Prove up application

Affidavits and declarations supporting a prove-up application must comply with Code of Civil Procedure sections 585 and 585.5.

(2) Affidavits and declarations presented in support of a prove-up application shall comply with the requirements of Code of Civil Procedure sections 585 and 585.5.

Checked and corrected to match the court's document on Oct 10, 2026CRITICAL

Applies to

Ex parte application

Must include

proposed order

An applicant for an ex parte order must submit the application, specified notice and evidentiary declarations, a supporting memorandum, and a proposed order.

In accordance with California Rules of Court, rule 3.1201, the applicant for an ex parte order shall submit: (1) The application; (2) A declaration, or Local Form M-1, stating that notice has been given to all 41 Revised January 1, 2026 ===== PAGE 52 ===== LOCAL RULES – SUPERIOR COURT OF CALIFORNIA, COUNTY OF EL DORADO parties no later than 10:00 a.m. the court day prior to the ex parte hearing, including the date, time, and to whom notice was given, absent a showing of exceptional circumstances that justify a shorter time for notice (California Rules of Court, rule 3.1203). (3) A declaration in support of the application, based upon personal knowledge and competent evidence, that makes an affirmative factual showing of irreparable harm, immediate danger, or other good cause for not using the noticed motion procedure. (California Rules of Court, rule 3.1202(c).); (4) A Memorandum of Points and Authorities in support of the application; and (5) A proposed order.

CRITICAL

Applies to

Ex parte application

A subsequent application for the same or similar ex parte order after a denial must include a declaration identifying the prior application and order and establishing a change of circumstances with competent evidence.

If the applicant has previously made an ex parte application which has been denied or in part denied, and a subsequent application is made for the same or similar order, either to the judge who originally denied the application or to a different judge, whether on the same or a different set of facts, the applicant shall submit a declaration that states that a previous application has been made, the date of the application, the name of the judge who denied the previous application, a copy of the order on the previous application, and the declaration shall set forth facts on competent evidence demonstrating the change of circumstances which warranted the subsequent application.

CRITICAL

Applies to

Petition for compromise of minor or incompetent persons claim

The petitioner’s application must be verified and include the specified information and supporting reports, records, and disclosures.

shall be verified by the petitioner and, in addition to the matters required by California Rules of Court, rules 7.950 through 7.955, shall contain: (1) The name and birth date of the minor or incompetent person; (2) The nature and extent of the injury giving rise to the claim with sufficient particularity to inform the Court whether the injury is permanent or temporary; (3) The original or a photocopy of all doctor’s reports containing a diagnosis or prognosis of the injury, and a current report of the person’s present condition; (4) A copy of any existing accident investigation report of any law enforcement agency; (5) A full disclosure of all information concerning the reasonableness of the proposed compromise including the amounts, if any, paid or to be paid to any other claimants; (6) The original or a photocopy of each bill which, if paid, shall disclose the date of payment, the amount paid, and the name of the payer; (7) If the money is to be deposited in an account subject to withdrawal only upon order of the Court, the name and address of the depository; and (8) The amount of attorney fees requested. Pursuant to Probate Code section 3601, the court will, in its discretion, approve a reasonable attorney fee consistent with California Rules of Court, rule 7.955.

CRITICAL

Applies to

Order approving compromise

When the court orders the funds deposited in a specified financial institution, the compromise order must include the stated delivery, receipt, and—if applicable—withdrawal provisions.

When the Court orders the money to be received by the minor or incompetent person to be deposited in a bank, trust company, or savings and loan association, the order approving the compromise shall contain the following language: (1) A certified or endorsed copy of this order shall be delivered to the manager of said bank (or savings and loan association), together with said sum to be deposited, and that there shall be a receipt of said bank (or savings and loan association) filed with the clerk acknowledging receipt. (2) If there is a finding in the order approving compromise of a minor’s claim that the minor will attain the age of eighteen or majority on a definite date, the order requiring deposit shall provide for withdrawal after that date without further order of the Court.

CRITICAL

Applies to

Case management statement

A blank Case Management Statement must be provided on mandatory Judicial Council form CM-110.

B. Blank Case Management Statement, mandatory Judicial Council form CM-110;

CRITICAL

Applies to

Dispute resolution conference statement

Each dispute resolution conference statement must include a brief summary of the status of expert and non-expert discovery.

In addition to the requirements of California Rules of Court, rule 3.1380, each party’s dispute resolution conference statement shall also contain a brief summary regarding the status of expert and non-expert discovery.

CRITICAL

Applies to

Settlement conference statement

The settlement conference statement must include the specified facts, contentions, damages, supporting documents, and—when personal injury is claimed—the additional injury, wage-loss, and settlement information.

Each party shall lodge with the Court no later than five court days before the conference and serve on the other parties a written statement that conforms to Rule 3, et seq., of the California Rules of Court, and in addition sets forth the following: (1) A statement of the facts; (2) The contentions of each party to the action regarding liability and damages; (3) An itemized list of special damages; (4) Each party shall attach to the statement copies of relevant documents, which may assist the court in settlement including photographs, diagrams, reports, bills, and contracts. In any case in which a personal injury is claimed: (1) A description of the nature and extent of any injury claimed, including residuals; (2) A description of the basis for and method of calculation of any claimed wage loss; (3) The most recent demand and offer or a description of any other proposed settlement between or among the parties.

CRITICAL

Applies to

Issues conference statement

The jointly prepared Issues Conference Statement must set out the legal and factual issues, proposed trial sequence, appropriate memoranda, and anticipated Evidence Code section 402 hearings.

(1) An Issues Conference Statement setting forth the legal and factual issues to be presented in the case, the proposed sequence of trial, any appropriate memoranda of points and authorities, and whether the parties anticipate any hearings pursuant to Evidence Code section 402;

CRITICAL

Applies to

Jury instructions

For a jury trial, the parties must submit a joint set of proposed jury instructions and proposed general and special verdict forms at the Issues Conference; disputed instructions must be tabbed or otherwise identified in an index.

(1) If set for a jury trial, a joint set of jury instructions, including all instructions proposed to be offered by either party, insofar as may be determined prior to taking evidence. Any instructions as to which there is no agreement shall be tabbed or otherwise indicated in an index to the instructions. Proposed general and special verdict forms shall also be submitted at the Issues Conference.

CRITICAL

Applies to

Exhibits

The parties must submit a joint exhibit set in tabbed, sequentially numbered three-ring binders with an exhibit-number table of contents; intended case-in-chief exhibits should be included, but depositions, requests for admission, and interrogatories must be excluded.

(2) A joint set of exhibits, tabbed and sequentially numbered, in three-ring binders, with a table of contents listing each exhibit by number. All exhibits the parties intend to present at its case-in-chief should be included. Depositions, requests for admission, and interrogatories shall not be included in the exhibit binder.

CRITICAL

Applies to

Exhibit list

The parties must jointly prepare an exhibit list stating each exhibit’s number and description, its proponent, and whether admissibility is stipulated to or foundation or hearsay objections are merely waived.

(3) A joint exhibit list, stating the exhibit number, description of the exhibit, the proponent of the exhibit, and whether the parties are stipulating to its admissibility or merely waiving foundation or hearsay objections.

CRITICAL

Applies to

Motion in limine

Each motion in limine must be separately stated, use the specified party-and-number caption, and be numbered consecutively for that party.

Motions in limine must be separately stated and captioned as “Plaintiff’s Motion in Limine No. ___” or “Defendant’s Motion in Limine No. __.” Each party’s motions shall be numbered consecutively.

CRITICAL

Applies to

Motion in limine

A motion in limine to admit or exclude evidence must include a declaration or other particularized evidentiary predicate and an accompanying memorandum of points and authorities.

Motions in limine to admit or exclude evidence must be supported with a declaration or other evidentiary predicate specifying with particularity the evidence sought to be excluded (Kelly v. New West Federal Savings (1996) 49 Cal.App.4th 659). A memorandum of points and authorities shall accompany each motion.

CRITICAL

Applies to

Motion in limine

A request for a 402 hearing must be clearly identified in the motion caption, but the Court retains discretion to hold a hearing or decide the matter on the papers.

If either party is requesting a 402 hearing as part of a motion in limine, the request must be clearly identified in the caption of the motion; e.g., “Plaintiff’s Motion in Limine No. __; Request for 402 Hearing.” The Court retains its discretion whether to conduct a 402 hearing or decide the matter on the papers.

CRITICAL

Applies to

Joint document list

At the record status conference, the parties must provide a joint list of the principal documents proposed for inclusion in the record.

The parties shall provide the Court at the record status conference a joint list of documents proposed to be included in the record that the parties consider to be the principal documents defining the issues presented by the petition and the response thereto.

CRITICAL

Applies to

Initial merits brief

Each party must file a separate document containing photocopies of every cited administrative-record page when filing its initial merits brief.

In addition, each party shall file with the Court at the time the party’s initial merits brief is filed a separate document containing a photocopy of each page of the administrative record cited in the brief.

CRITICAL

Applies to

Preliminary notification

The preliminary notification must include, to the extent known, document locations, responsible contact persons, and inspection dates and times during normal business hours.

The preliminary notification shall also state, to the extent that the information is known to the agency, the location of documents that are anticipated to be incorporated into the administrative record; the contact person(s) responsible for identifying individuals having custody of those documents, whether agency personnel or other persons; and a list of dates and times specifying when, during normal business hours, those documents will be made available to petitioners or other parties for inspection.

CRITICAL

Applies to

Preliminary notification

The preliminary notification must identify anticipated record-document locations, responsible contacts, and inspection-and-copying dates and times during normal business hours.

Within 20 calendar days after receipt of petitioners’ notice of election to prepare the record themselves, the public agency responsible for certification of the record shall personally serve on petitioners a preliminary notification designating the location of documents that are anticipated to be incorporated into the administrative record; the contact person(s) responsible for identifying individuals having custody of those documents, whether agency personnel or other persons; and a list of dates and times specifying when, during normal business hours, those documents will be made available to petitioners or other parties for inspection and copying.

CRITICAL

Applies to

Preliminary notification

The agency’s preliminary notification must inform petitioners of required photocopying procedures and other conditions for preparing the record.

The preliminary notification from the agency shall also notify petitioners of any required photocopying procedure or other conditions with which petitioners must comply to prepare the record.

CRITICAL

Applies to

Administrative record

The agency must certify the completed and prepared record before it is filed with the court.

Upon completion and preparation of the record, it must be certified by the agency before being filed with the Court.

CRITICAL

Applies to

Administrative record

Petitioners who elected to prepare the record must transmit it to the agency for certification.

If the petitioners have elected to prepare the record, the petitioners must transmit it to the agency for certification.

CRITICAL

Applies to

Statement of issues

At the record-certification hearing, the parties must provide an agreed statement of the issues for the petition hearing.

At the hearing to certify the record, the parties shall provide the Court with an agreed statement of the issues that will be presented to the Court at the hearing on the petition.

CRITICAL

Applies to

Notice of settlement meeting

The settlement-meeting notice must state that, if the parties agree, the first meeting will be continued to no later than 35 days after service of the administrative record.

The notice of settlement meeting required by Public Resources Code section 21167.8(a) shall provide that, if the parties agree, the first settlement meeting shall be continued so as to take place no later than 35 days after the administrative record has been served.

CRITICAL

Applies to

Statement of issues

The statement of issues must identify directly related portions of the administrative record by document number, full title, and record page number.

The statement of issues required by Public Resources Code section 21167.8(f) shall identify, by document number, full document title, and record page number, those portions of the administrative record that are directly related the contentions and issues remaining in the controversy.

CRITICAL

Applies to

Trial notebook

The trial notebook must contain the petition, answers, memoranda, motions set for hearing at trial, statement of issues, and any other documents agreed upon by the parties.

The trial notebook shall contain the petition, the answer(s), the memoranda of points and authorities, any motions set to be heard at the trial of the action, the statement of issues, and any other document(s) agreed upon by the parties.

CRITICAL

Applies to

Trial notebook

Each document in the trial notebook must be separately tabbed, and the notebook must have a table of contents at the front.

Each document in the trial notebook shall be separately tabbed with a table of contents at the front of the notebook.

CRITICAL

Applies to

Trial notebook

The notebook must include an index to evidence cited in the briefs, with specified record identifiers and copies of the cited pages.

The notebook shall also contain an index to evidence cited in the briefs by document title, record page number, the volume and tab number in the administrative record, and a copy of the specifically cited page(s) in the administrative record.

CRITICAL

Applies to

Responsive papers

A party responding to a motion or order to show cause involving financial matters must file and serve a completed current income and expense declaration with the responsive papers.

A party responding to a notice of motion or order to show cause involving financial matters, including but not limited to support and/or attorney’s fees, must file and serve a completed current income and expense declaration with the responsive papers.

CRITICAL

Applies to

File

The file must contain a copy of the juvenile court order.

The file shall contain a copy of the juvenile court order.

CRITICAL

Applies to

Initial moving papers

When support or attorney’s fees are requested in a family law matter, a current income and expense declaration must be filed and served with the initial moving papers.

A current income and expense declaration is required in all family law matters where support or attorney’s fees are requested. Said income and expense declaration shall be filed and served with the initial moving papers.

CRITICAL

Applies to

Income and expense declaration

The income and expense declaration must be completed in full.

The income and expense declaration shall be filled out completely.

CRITICAL

Applies to

Income and expense declaration

Every applicable question on the income and expense declaration must be answered with relevant information, and the declaration must be dated and signed.

All applicable questions shall be answered with relevant information and the income and expense declaration shall be dated and signed.

CRITICAL

Applies to

Income and expense declaration

Supporting documents must be attached to the income and expense declaration, including recent pay stubs covering at least two full months of wages and deductions and the most recent W-2 form.

Documents supporting each party’s wages, income, and other matters set forth in the income and expense declaration, such as a copy of the most recent pay stub(s) representing at least two (2) full months’ wages and deductions and a copy of the most recent W-2 form, shall be attached to the income and expense declaration.

CRITICAL

Applies to

Income and expense declaration

A self-employed party must attach a properly and accurately completed profit and loss statement covering the business’s prior 12 months of operation.

A self-employed party must attach a properly and accurately completed profit and loss statement for the prior 12 months of the operation of the business.

CRITICAL

Applies to

Moving papers or responsive declaration

For requests concerning child support or temporary spousal support, both parties must provide the appropriate proposed court-approved guideline support calculation printout when filing their papers.

If a hearing is set on a request for order regarding child support or temporary spousal support, both the moving party and the responding party shall at the time of filing the moving papers or responsive declaration provide the court with the appropriate proposed court approved guideline support calculation printout.

CRITICAL

Applies to

Ex parte temporary custody application

An ex parte temporary-custody application must include existing custody orders, identify who has physical custody, explain how physical possession was obtained, and provide facts showing the child’s best interest.

An application for ex parte orders of temporary custody shall include, among other things, existing custody order(s) which party has physical custody, details as to how, when, where, and under what circumstances the party obtained physical possession, and other facts (not conclusions) showing the best interest of the child.

CRITICAL

Applies to

Ex parte application to change custody order

An ex parte application to immediately change a minor’s custody order must include a supporting affidavit or declaration with specific allegations, explain why shortening time is impracticable, and describe the child’s placement pending hearing.

An application for an ex parte order to change an existing order for the custody of any minor child must be supported by an affidavit or declaration showing clear, specific allegations that the health and welfare of the child require the immediate change of custody. It must also include a statement setting forth why an order shortening time would not be practicable. The affidavit or declaration shall also set forth, in brief, the circumstances under which the child will be placed pending hearing.

CRITICAL

Applies to

Order after hearing

Unless the court orders otherwise, the moving party must prepare and serve a written order after an appearance on the law and motion calendar, using the stated legend.

Unless otherwise ordered by the court, the moving party shall prepare and serve a written order following an appearance on the law and motion calendar under the legend “approved as conforming to court order.”

CRITICAL

Applies to

Ex parte order

Requests for ex parte orders must be supported by specific declarations.

Specific declarations must support requests for ex parte orders.

CRITICAL

Applies to

Ex parte order

Before submitting an ex parte order for signature, parties must comply with the applicable statutes and rule, including declaration requirements explaining whether notice was given or why it was not given.

Before submitting an ex parte order for a judge’s signature, parties must comply with all applicable Family Code, Code of Civil Procedure provisions, and California Rules of Court, rule 3.1203, including all requirements for declarations explaining that notice to the other party or attorney has been given, or the reason notice has not been given.

CRITICAL

Applies to

Declaration re notice of ex parte application

A declaration concerning notice of an ex parte application must state detailed facts supporting waiver of notice.

The declaration re: notice of ex parte application shall set forth detailed facts to show the grounds for waiver.

CRITICAL

Applies to

Affidavit or declaration

An affidavit or declaration supporting an order shortening time must state whether the opposing party is represented and whether that party was contacted and agreed.

If an order shortening time is requested, the supporting affidavit or declaration shall state, pursuant to California Rules of Court, rule 3.1201 whether the opposing party is represented by counsel and whether that party has been contacted and has agreed to the requested order shortening time.

CRITICAL

Applies to

Affidavit or declaration

If the opposing party was not contacted or did not agree, the supporting affidavit or declaration must explain why the hearing should proceed on the proposed date without that party’s consent.

If the opposing party has not been contacted or agreed to the order shortening time, the supporting affidavit or declaration shall demonstrate why the hearing should be set on the proposed date without the consent of the opposing party.

CRITICAL

Applies to

Affidavit or declaration

An affidavit or declaration supporting an order shortening time generally must show emergency circumstances, except when the request solely enables a responding party to seek affirmative relief on a hearing date previously set by the opposing party.

Generally, an affidavit or declaration in support of an order shortening time must show emergency circumstances unless it is solely to enable a responding party to obtain affirmative relief on a hearing date previously set by the opposing party.

Checked and corrected to match the court's document on Oct 10, 2026CRITICAL

Applies to

Declaration of supervised visitation provider

Each professional or nonprofessional supervised visitation provider must file a qualifying declaration before the first supervised visit.

All professional and nonprofessional supervised visitation providers must file with the court the Declaration of Supervised Visitation Provider (Professional) [Judicial Council form FL-324(P)] or Declaration of Supervised Visitation Provider (NonProfessional) [Judicial Council form FL- 324(NP)], or a declaration containing the same qualifications information, before the first supervised visit.

CRITICAL

Applies to

Declaration of supervised visitation provider

A visitation-provider declaration is current only if it was completed and signed within 10 days before filing with the court.

“Current” means the Declaration of Supervised Visitation Provider (form FL-324(P) or FL-324(NP)) has been completed and signed within 10 days prior to filing the form with the court.

CRITICAL

Applies to

Complaint

Complaints concerning the evaluation procedure must be submitted to the court in writing.

All complaints raised in connection with the evaluation procedure shall be submitted in writing to the court.

CRITICAL

Applies to

Special master stipulation

Parties may use a Special Master only by agreement and written stipulation and order.

B. Parties may use a Special Master by agreement and written stipulation and order only.

CRITICAL

Applies to

Fees and costs request

An accurately and fully completed FL-150 must be submitted for fees and costs to be awarded.

Fees and costs will not be awarded unless an Income and Expense Declaration (Judicial Council form FL-150) is submitted with each item fully and accurately completed.

CRITICAL

Applies to

Statement of issues contentions and proposed disposition of the case

The served statement must be a copy of the papers filed or to be filed with the court.

The served “Statement of Issues, Contentions and Proposed Disposition of the Case” shall be a copy of the papers filed or to be filed with the court.

CRITICAL

Applies to

Statement under rule

Statements under the rule must provide a full and complete account of property, income, and expenses.

Statements under this rule shall include a full and complete statement of property, income, and expenses.

CRITICAL

Applies to

Statement under rule

Statements must present the applicable listed information in the prescribed order, subject to the rule’s exceptions.

The statement shall set forth the following information in the following order, as it applies to the party filing, except as hereafter provided:

CRITICAL

Applies to

Statement under rule

Must include

caption

The statement caption must include the trial date, time, and department.

The caption shall contain the date time and department of the trial.

CRITICAL

Applies to

Statement under rule

The statement must state the marriage’s length, the minor children’s names and birth dates, and any unusual facts.

The length of the marriage, the names and dates of birth of the minor children and any unusual facts shall be stated.

CRITICAL

Applies to

Statement under rule

Each party must state all pretrial agreements and stipulations and all currently effective orders.

Each party shall set out the terms of all pretrial agreements and stipulations entered into by the parties, and all orders currently in effect.

CRITICAL

Applies to

Statement under rule

Each party must provide specific custody and visitation proposals for the minor children.

Each party shall set forth specific proposals for custody and visitation of the minor children.

CRITICAL

Applies to

Statement under rule

For each separate-property item, the statement must provide acquisition, classification, value, encumbrance, title, and record-title information.

List each item of separate property, the date it was acquired, the basis upon which it is claimed as separate rather than community property, the current market value, the nature e, extent, and terms of payment of any encumbrance against the property, the manner in which title thereto is presently vested, and the record title data.

CRITICAL

Applies to

Statement under rule

For each community-property item, the statement must provide specified acquisition, classification, value, encumbrance, and title information, propose disposition in the prescribed format, total the values, and attach appraisals.

List each item of community property, the date it was acquired, the basis upon which it is claimed as community rather than separate property, the current market value, the nature, extent, and terms of payment of any encumbrance against the property, the manner in which title thereto is presently vested, and the record title data. Each party shall propose disposition of community assets in the following format: ASSET FMV ENCUM NET H W The values shall be totaled and copies of any appraisals shall be attached.

CRITICAL

Applies to

Statement under rule

The community-property division proposal must state the party’s position and supporting facts.

The proposal for the division of community property shall contain a statement of the party’s position and the facts supporting it.

CRITICAL

Applies to

Statement under rule

If property consists of funds held by others, the statement must identify the fund, provide its value and calculation basis and withdrawal terms, and set out details of any loans against it.

To the extent that either separate property or community property consists of funds held by others, such as insurance policies, pensions, profit sharing, or other trust or retirement funds, the statement shall fully identify the policy or fund, including policy, serial or account numbers, the present values and basis for calculation, and all terms or conditions imposed upon withdrawal of such funds. If any loans exist against any of these funds, the details regarding those loans should be set forth.

CRITICAL

Applies to

Statement under rule

When tracing interests in a single asset is at issue, the statement must detail relevant transactions, dates, values, amounts, and the computation or proration basis.

If a segregation of community property and separate property interests in a single asset is to be an issue in the case, the statement shall set forth in detail, with dates, values, and dollar amounts, the transactions relevant to the tracing issue, as well as the basis for computation or proration.

CRITICAL

Applies to

Statement under rule

The statement must propose an equal division of community property that considers liabilities, costs, and attorney’s fees.

Set forth a proposed equal division of community property of the parties, giving due consideration to the liabilities, costs, and attorney’s fees.

CRITICAL

Applies to

Statement under rule

The statement must discuss applicable law for all reimbursement issues.

All issues of reimbursement shall include a discussion of the applicable law.

CRITICAL

Applies to

Statement under rule

The statement must provide current income and expenses using a completed and filed declaration in the prescribed form; previously filed declarations do not satisfy this requirement.

Specify and set forth current income and expenses by completing and filing an income and expense declaration in the form prescribed by the California Rules of Court. Previously filed income and expense declarations shall not be considered as compliance with this requirement.

CRITICAL

Applies to

Statement under rule

Each party must provide a child-support proposal conforming to the specified Family Code sections and local guidelines, with supporting computations.

Each party shall set forth a proposal for child support in conformity with Family Code sections 4051 – 4068 and local guidelines along with the computations upon which the party relies.

CRITICAL

Applies to

Statement under rule

A spousal-support proposal must address applicable tax consequences, proposed duration, and the specified statutory factors relied on.

Any proposal for spousal support shall include a statement of the appropriate tax consequences, if any, to be considered; a proposal for the duration of support; and a statement of the factors under Civil Code sections 3651, 3653, 3654, 4320, 4330 – 4339 upon which the party relies to support his or her request.

CRITICAL

Applies to

Statement under rule

A party requesting attorney fees must submit a statement of time spent, amount charged, amount paid, and source.

The party requesting an award of attorney fees shall submit a statement of the time spent, amount charged, amount already paid, and the source

CRITICAL

Applies to

Attorney fees and sanctions request

Requests for attorney fees and sanctions under the cited statutes must state the extent to which the conduct frustrates settlement and cooperation policies.

A party requesting attorney fees and sanctions pursuant to Code of Civil Procedure section 128.5 and/or Family Code section 271 shall indicate the extent to which that conduct frustrates the policy to promote settlement and reduce the cost of litigation by encouraging cooperation.

CRITICAL

Applies to

Judgment

For a contested trial of one day or less when no statement of decision is requested, the designated party must prepare the judgment and submit it to opposing counsel for signature with the specified legend.

After a contested trial of one day or less, at which no statement of decision is requested, the party directed by the court shall prepare the judgment in accordance with the court’s decision and shall submit it to opposing counsel for signature under the legend, “Approved as conforming to court Order.”

CRITICAL

Applies to

Exhibit list

On the exhibit lists, the opposing party must initial the appropriate box to indicate any stipulation to admission or to the absence of a foundation requirement.

On the Exhibit Lists, the opposing party shall indicate by their initials in the appropriate box if they stipulate to the admission of the exhibit or if they stipulate that the exhibit does not need a foundation established.

CRITICAL

Applies to

Exhibit list

The original exhibit list and one copy for the judge must be delivered to the clerk before trial or the evidentiary hearing begins.

The original of the Exhibit List, and a copy for the judge, shall be delivered to the clerk before the trial or evidentiary hearing begins.

CRITICAL

Applies to

Exhibits

When there are 10 or fewer exhibits, deliver the marked exhibits to the clerk with judge’s copies and an exhibit list.

If there are 10 or fewer exhibits, the marked exhibits shall be delivered to the clerk, together with copies for the judge along with an exhibit list.

CRITICAL

Applies to

Witness list

Each party must file and serve an initial list of intended lay and expert trial witnesses no later than 10 calendar days before the earliest of the settlement conference, trial, or long-cause evidentiary hearing.

No later than 10 calendar days prior to the mandatory settlement conference, trial, or long-cause evidentiary hearing date, whichever is earliest, each party shall file and serve on the other parties an initial list identifying all lay witnesses and expert witnesses the party intends to call at trial.

CRITICAL

Applies to

Witness list

Parties and counsel in DVRO proceedings must comply with the local witness-list rules, and parties must exchange lists consistently with this rule.

Parties or counsel in Domestic Violence Restraining Order (DVRO) proceedings shall comply with the local rules regarding witness lists. Parties in DVRO matters shall exchange witness lists consistent with this rule.

CRITICAL

Applies to

Default judgment

Child support, spousal support, or attorney’s fees may be awarded only with an attached written agreement or sufficient supporting information, including a completed income and expense declaration attached to and served with the Request to Enter Default.

No award of child support, spousal support or attorney’s fees shall be granted unless there is either an attached written agreement between the parties settling those issues, or there is sufficient information on which a court may base such an award, including an executed and fully completed income and expense declaration (with information concerning both parties where available) attached to and served with the Request to Enter Default.

CRITICAL

Applies to

Martial settlement agreement

All parties and their attorneys of record must sign the Martial Settlement Agreement.

All parties and their attorneys of record must sign the Martial Settlement Agreement.

CRITICAL

Applies to

Proposed judgment

For an uncontested judgment stipulated to in open court with the orders stated on the record, the directed party must prepare the judgment, submit it to opposing counsel with the specified legend, allow 10 days for approval, and may submit it to the trial judge without approval with an explanatory cover letter and proof a copy was sent to opposing counsel.

After an uncontested judgment to which the parties stipulate in open court, provided the court states on the record the orders to be included in the judgment, the party directed by the court shall prepare the judgment in accordance with the court’s orders, and shall submit it to opposing counsel for signature under the legend, “Approved as conforming to court order.” Opposing counsel shall have 10 days from receipt in which to approve the judgment. If not so approved by opposing counsel, the preparing party may submit the proposed judgment to the trial judge with a cover letter explaining why it was submitted without such approval and showing that a copy of said correspondence has been sent to opposing counsel.

CRITICAL

Applies to

Default judgment

A default judgment without an attached custody and visitation agreement must include an attached factual declaration addressing the specified custody, visitation, separation, caretaker, and contact facts.

Where the judgment is taken by default, and there is no attached written agreement of the parties concerning custody and visitation, an attached factual declaration shall set forth the following: A. Where the party is seeking joint custody, what contact with the child the defaulting party shall have. B. Where the party is seeking to deny visitation between the child and the defaulting party, the reasons why visitation should not be ordered. C. In preparing the declaration, the party shall inform the court when the parties were separated, who has been the primary caretaker of the child during the immediate past 6 months, and the extent of contact between the child and the non-caretaker parent during that time.

CRITICAL

Applies to

Default judgment

A default judgment without an attached child-support agreement must include a declaration stating the specified order date, support amounts, income, child, custody-time, and guideline calculation information.

Where judgment is obtained by default, and there is no attached written agreement concerning child support: A. An attached declaration shall state the effective date of the order sought, the amount of support sought per child and in total, the net incomes of each party, the name and birth date of each child, the percentage of time each party has physical custody of the child(ren), the amount of support as determined in the case of each child by Family Code sections 4051 – 4068.

CRITICAL

Applies to

Judgment

If the support recipient receives public assistance, the judgment must state that fact and order support payable to the Department of Child Support Services.

Where a support order is sought and the party to whom support is to be paid is receiving public assistance, that fact shall be set out in the judgment and support shall be ordered payable to the Department of Child Support Services.

CRITICAL

Applies to

Child support agreement

A written child-support agreement must comply with Family Code section 4063.

Any written agreement regarding child support shall comply with the provisions of Family Code section 4063.

CRITICAL

Applies to

Judgment

The judgment must address spousal support for each party.

The issue of spousal support for each party must be addressed.

CRITICAL

Applies to

Default judgment

A default request for spousal support must include an attached declaration stating the order’s effective date, the support amount sought, and each party’s net income.

If a request for support is by default, the party shall attach a declaration stating the effective date of the order, the amount of support sought, and the net incomes of each party.

CRITICAL

Applies to

Judgment

A judgment restraining order issued under Family Code section 2045 must state its expiration date, and attached declarations must set forth good cause for the order.

All restraining orders in a judgment issued pursuant to Family Code section 2045 must be followed by the date of expiration of such order; good cause for granting such order(s) shall be set forth in attached declaration(s).

CRITICAL

Applies to

Judgment

The court will not order a community-property division or confirm separate property unless there is an attached written agreement, a court order after hearing or trial, or—on default without agreement—satisfactory proof of notice at least 30 days before submission of the proposed default judgment, including the specified proposed division and service proof.

No division of community property (assets or obligations), or confirmation of separate property, will be ordered unless there is one of the following: A. An attached written agreement between the parties settling those issues; or B. An order of the court at a hearing or trial dividing the community property and confirming any separate property; or C. When the judgment is obtained by default without agreement, proof provided to the satisfaction of the court that the respondent was given notice of the proposed division of community property and confirmation of any separate property at least 30 days in advance of the submission of the proposed default judgment. Such proof shall be satisfied by one of the following: (1) A proposed property division, including proposed values of assets and debts, contained within or attached to the initial petition or an amended petition, along with proof of service indicating the documents were properly served on the

CRITICAL

Applies to

Declaration

Appointed counsel must file a declaration demonstrating compliance with the applicable qualification requirements.

No later than 10 days after being appointed and prior to beginning work on a case counsel shall file a declaration with the court demonstrating compliance with the requirements set forth in California Rules of Court, rule 5.242 and this rule.

CRITICAL

Applies to

Petition to access sealed adoption file

A nonparty seeking information from a sealed adoption file must petition the court and show facts establishing good cause tantamount to necessity.

Any person, other than a party, requesting information from a sealed adoption file must petition the court, setting forth a detailed factual showing sufficient to establish good cause. For the purposes of this rule, the “good cause” required to be shown shall be tantamount to necessity.

CRITICAL

Applies to

Order to deposit money into blocked account

When seeking this bond reduction, the order must provide for either continued deposit or direct transfer, with withdrawals subject to court authorization.

When the personal representative, under Probate Code section 8483, seeks to reduce the amount of bond (whether at the time of appointment of subsequently) by restricting the withdrawal of money or other personal property that has not already been deposited under Probate Code sections 9700 or 9701, the Order to Deposit Money Into Blocked Account (Judicial Council form MC-355) shall either provide: (1) The money or other personal property shall remain on deposit at the financial institution or trust company then in possession of the money or other personal property, subject to withdrawal only upon authorization of the court; or (2) The money of other personal property shall be transferred directly from the financial institution or trust company then in possession of the money or other personal property to another financial institution or trust company, without the money or other personal property coming into the possession of the personal representative, subject to withdrawal only upon authorization of the court.

CRITICAL

Applies to

Representative qualification

When an order appoints multiple representatives and directs that letters issue to them, all must qualify.

When multiple representatives are appointed by an order, which directs that “letters shall issue to them,” the clerk will not allow less than all to qualify.

CRITICAL

Applies to

Proof of will

Submit proof of admissibility for each testamentary document, except that proof of the codicil’s execution may suffice when it expressly republishes the will.

Proof as to the admissibility of each testamentary document must be submitted; except that in the event there is a codicil, which expressly republishes the will, proof of the execution of the codicil may be deemed sufficient.

CRITICAL

Applies to

Proof of subscribing witness

A copy of the will attached to the subscribing witness’s proof must be certified by the attorney of record or endorsed by the court clerk.

The copy of the will attached to the proof of subscribing witness must be certified by the attorney of record or by endorsement of the clerk of the court.

CRITICAL

Applies to

Petition

The petition must include each required person’s full address or the post office box customarily used for residence mailing purposes.

The petition shall also include the following with respect to persons required to be named in the petition by the Probate Code: A. The address, including the residence number, street, city, state, and zip code, or post office box number customarily used for residence mailing purposes;

CRITICAL

Applies to

Receipt of acknowledgement of duties and liabilities

The receipt acknowledging duties and liabilities must include personal representatives’ driver’s license numbers, except for public officers and trust companies.

The driver’s license numbers of personal representatives (other than public officers or trust companies) shall be provided in the receipt of the acknowledgement of duties and liabilities required by Probate Code section 8404.

CRITICAL

Applies to

Petition or motion

Must include

caption

A probate petition or motion caption must identify each matter requiring court action.

The caption in each petition or motion filed in a probate matter shall identify each matter requiring action by the court.

CRITICAL

Applies to

Ex parte order

An ex parte order must be accompanied by a supporting petition, affidavit, or declaration, where applicable.

An ex parte order will not be granted unless accompanied by a petition, affidavit, or declaration (where applicable) in support thereof.

CRITICAL

Applies to

Order or judgment

Probate orders and judgments must stand alone and state the court’s rulings and affected persons, property, amounts, trusts, leases, and other agreements with the required particularity.

All orders and judgments in probate matters must be complete in themselves. All matters actually passed on by the court, including the relief granted, the names of persons and descriptions of property (including assessor’s parcel number and specific legal description), amounts of money affected, the terms of trusts, and the provisions of leases or other agreements must be set forth with the same particularity that is required in judgments in civil matters.

CRITICAL

Applies to

Report accompanying account

If interest was paid because a funeral-expense claim was paid late, the report accompanying the account must state a specific reason for the delay.

When interest has been paid in connection with the delayed payment of a claim for funeral expenses, a specific reason for the delay must be made in the report accompanying the account in which credit for such payment has been taken.

CRITICAL

Applies to

Petition for authorization to enter listing agreement

A petition seeking court approval to enter a listing agreement must include the proposed agreement, except that authorized personal representatives under the Independent Administration of Estates Act need not submit one for approval.

A petition for authorization to enter into a listing agreement submitted for court approval must be accompanied by a copy of the proposed agreement. Personal representatives with authority under the Independent Administration of Estates Act need not submit proposed listing agreements to the court for approval.

CRITICAL

Applies to

Petition and judgment for distribution

The petition and judgment for distribution must list and describe all property, including the assessor’s parcel number and specific legal description of real property.

A. The petition for distribution, as well as the judgment of distribution, shall list and describe all property, including the assessor’s parcel number and specific legal description of real property to be distributed.

CRITICAL

Applies to

Petition for distribution

In an intestate case where the decedent leaves a surviving spouse, the petition must allege whether the property is community or separate.

In case of intestacy: (1) where the decedent leaves a surviving spouse, the petition shall allege whether the property is community or separate;

CRITICAL

Applies to

Petition for distribution

If distribution is made under Probate Code section 6402.5, the petition must allege the source of the property.

(2) where distribution is to be made pursuant to Probate Code section 6402.5, the source of the property shall be alleged.

CRITICAL

Applies to

Supplemental account

A supplemental account must be presented when assets in excess of $1,000 or more are withheld from initial final distribution, unless the account has been waived.

A supplemental account must be presented if assets in excess of $1,000 or more are withheld from initial final distribution, unless the account has been waived.

CRITICAL

Applies to

Distribution agreement or petition

When distributees seek a distribution different from the will or intestate succession, they must file a written agreement or endorse consent to it on the petition.

If the distributees seek a distribution in a manner other than that provided by the will or by the laws of intestate succession, a written agreement between the affected distributees must be filed in the probate proceeding or consent thereto endorsed on the petition.

CRITICAL

Applies to

Order of distribution

The order of distribution must refer to the assignment, agreement, or disclaimer on which the distribution is based.

The order of distribution shall include reference to the assignment, agreement or disclaimer, which is the basis for the distribution.

CRITICAL

Applies to

Distribution agreement assignment or disclaimer

A minor or otherwise disabled distributee must be represented by a legal representative, and prior court approval of an agreement, assignment, or disclaimer is required if the distributee is subject to guardianship or conservatorship.

A minor distributee or other distributee under disability must be represented by his or her legal representative; and prior court approval of the agreement, assignment, or disclaimer must be obtained if the distributee is subject to a guardianship or conservatorship.

CRITICAL

Applies to

Decree

If a minor is to receive a distribution, the decree must identify the Probate Code section providing the distribution method on the minor’s behalf.

If a minor is to receive a distribution, the decree shall indicate the Probate Code section providing the method for distribution on behalf of the minor.

CRITICAL

Applies to

Petition for distribution supporting documents

When the specified guardianship, affidavit, declaration, or Probate Code section 3410 proceedings apply, the required appointment or documents must be filed before the distribution hearing.

Where a guardian of a minor must be appointed, or affidavits or declarations are required under Probate Code sections 3401 or 13101, or proceedings are had under Probate Code section 3410, et seq., the guardian must be appointed or such affidavits or declarations, or a certified copy of the order made under Probate Code section 3410, et seq., shall be filed prior to the hearing on the petition for distribution.

CRITICAL

Applies to

Trustee consent

If distribution is to a testamentary trustee, the trustee’s consent to act must be filed before the hearing on the petition for distribution.

When distribution is to be made to a testamentary trustee, the consent of the trustee to act must be filed prior to the hearing on the petition for distribution.

CRITICAL

Applies to

Petition

The petition must state that no federal or California estate taxes are payable or that they have been paid.

(1) That no federal or California estate taxes are payable or that they have been paid;

CRITICAL

Applies to

Petition

The petition must state that income taxes and all other taxes have been paid or otherwise provided for.

(2) That income taxes and all other taxes (e.g., supplemental real property or personal property taxes, if any) have been paid or otherwise provided for.

CRITICAL

Applies to

Petition

If estate taxes are payable or paid, the petition must state whether they were prorated under the cited Probate Code provisions or the will.

B. If estate taxes are payable or paid: (1) the petition shall set forth whether said taxes were prorated pursuant to Probate Code section 20100, et seq., or the provisions of the will;

CRITICAL

Applies to

Written election

The specified formal probate must be supported by a written election considering the alternative procedures and acknowledging the potential additional fees.

Formal probate of community, quasi community, or separate property passing or confirmed to a surviving spouse in a decedent’s estate pursuant to Probate Code section 13502 must be supported by a written election expressly indicating a consideration of the alternative procedures available pursuant to Probate Code section 13650. Written elections pursuant to Probate Code section 13502 shall contain an express acknowledgement that the inclusion of property passing to or belonging to the surviving spouse in the probate estate could result in additional appraisal fees, commissions, and attorney fees.

CRITICAL

Applies to

Petition

A petition to establish the fact of death must be filed in the deceased person’s name.

A petition to establish the fact of death must be filed in the name of the deceased person whose interest is to be terminated.

CRITICAL

Applies to

Final report or account

A final report or account must describe the remaining assets to be distributed to the ward.

The final report and/or account shall include a description of the remaining assets on hand to be distributed to the ward.

CRITICAL

Applies to

Application

An application for a temporary guardian or conservator must be submitted with an endorsed copy of the petition for appointment of a general guardian or conservator.

An endorsed copy of the petition for appointment of a general guardian or conservator shall be submitted with the application for a temporary guardian or conservator.

CRITICAL

Applies to

Request

A request to dispense with notice must be supported by a written declaration specifically stating all facts showing good cause.

Requests to dispense with notice of a temporary guardianship or conservatorship petition under Probate Code section 2250 shall be supported by a written declaration setting forth with specificity all facts showing good cause therefore.

CRITICAL

Applies to

Petition

A fee petition must specify the services rendered and the fees requested.

The petition shall specify the services rendered and the fees requested.

CRITICAL

Applies to

Petition

A fee petition must describe each service, the time expended, and the compensation requested for it.

The petition shall include a description of the service, time expended, and requested compensation for each service.

CRITICAL

Applies to

Accounting

Each guardian or conservator accounting must include an investment report addressing objectives, results, the ward’s or conservatee’s needs, losses, and unproductive property.

Each accounting of a guardian or a conservator shall be accompanied by a report containing the guardian’s or conservator’s investment objectives and results with reference to the needs of the ward or conservatee and shall explain why the estate suffered any loss or held unproductive property.

CRITICAL

Applies to

Final report

A final report stating the assets on hand must be filed when a guardianship or conservatorship terminates, even if accounts were waived.

A final report setting forth the assets on hand shall be filed upon termination of a guardianship or conservatorship even when accounts have been waived.

CRITICAL

Applies to

Accounting

An account in a proceeding with multiple wards must separately account for each ward.

Where there are multiple wards joined in a single guardianship proceeding, an account shall reflect a separate accounting for each of the respective wards.

CRITICAL

Applies to

Accounting

Each account filing must include the current address of the conservatee and conservator, or the guardian and ward.

Along with each account, the current address of the conservatee and conservator, or guardian and ward shall be filed with the court.

CRITICAL

Applies to

Conservatorship petition

Before the conservatorship petition hearing, the proposed conservator must execute and file Judicial Council Form GC-348.

Prior to the hearing on a conservatorship petition, the proposed conservator shall execute and file the verified Duties of Conservator and Acknowledgement of Receipt of Handbook for Conservators form (Judicial Council Form GC-348).

CRITICAL

Applies to

Notice of hearing

Each notice of hearing must be accompanied by a copy of the petition.

A copy of the petition shall accompany each notice of hearing.

CRITICAL

Applies to

Petition for appointment

When filing the appointment petition, the petitioner’s attorney must file a notification to the court of address on conservatorship or guardianship.

At the time of filing the petition for appointment, the attorney for the petitioner shall file a notification to the court of address on conservatorship or guardianship.

CRITICAL

Applies to

Guardianship petition

A guardianship petition must state whether the minor has been or is a party to a civil action claiming monetary damages.

Petitions for guardianships shall contain an allegation as to whether or not the minor(s) has been or is a party to a civil action in which monetary damages are claimed.

CRITICAL

Applies to

Guardian account waiver

An adult ward’s waiver of a guardian’s account requires the ward’s personal appearance and confirmation or a filed written waiver listing all assets to be distributed.

Waiver of a guardian’s account by a ward who has attained the age of majority will not be accepted unless the ward personally appears and confirms the waiver or a written waiver by the ward is filed which includes a complete list of the assets to be distributed to the ward.

CRITICAL

Applies to

Petition

A petition under Probate Code section 3410 et seq. must be filed as a separate proceeding under the minor’s name and state the specified jurisdictional, payment, reimbursement, and deposit information.

Petitions filed under Probate Code section 3410, et seq., must be filed in a separate proceeding under the name of the minor, and must set forth jurisdictional facts and state the amount to be paid, by whom, and what reimbursement for costs and fees is requested, and request the deposit of the balance of the proceeds in a specific bank or savings and loan association in the manner provided by law.

CRITICAL

Applies to

Order

The order must direct one check to the persons entitled to costs and fees and a second check for the deposit to the proposed trustee and specified financial institution.

The order shall provide for the persons holding funds to make one check payable to the persons entitled to costs and fees, and shall provide for the issuance of a second check for the amount to be deposited, payable to the proposed trustee and the specific bank or savings and loan association.

CRITICAL

Applies to

Notice of hearing

Notice of a conservatorship appointment hearing must comply with Probate Code section 1822, and each notice must include a copy of the petition.

Notice of hearing of a petition for the appointment of a conservator shall be given pursuant to Probate Code section 1822. A copy of the petition shall accompany each notice of hearing.

CRITICAL

Applies to

Petition

The appointment petition must state the addresses of the conservator and proposed conservatee when filed.

At the time of filing the petition for appointment, the attorney for the petitioner shall set forth the address of the conservator and proposed conservatee.

CRITICAL

Applies to

Termination petition

A termination petition for a living conservatee will not be granted unless the conservatee appears personally or is excused after filing a physician’s affidavit or declaration explaining why the conservatorship is no longer required.

A petition for termination of conservatorship of a living person will not be granted unless the conservatee personally appears in court or is excused after the filing of a physician’s affidavit or declaration setting forth the reasons why the conservatorship is no longer required.

CRITICAL

Applies to

General plan

After appointment approval, the conservator must file a general plan addressing the conservatee’s personal and financial needs, provide it to the court investigator, and notify those previously given notice of the petition when the plan is filed.

Upon approval of a petition for appointment of a conservator, the court will order the conservator to file a “general plan” detailing how the personal and financial needs of the conservatee will be met. A copy of the plan shall be provided to the court investigator, and notice of the filing of the general plan shall be given to those persons who have been given notice of the petition.

CRITICAL

Applies to

Termination petition

Except when the conservatee is deceased, a termination petition must be set for hearing at least 30 days after filing and include the conservatee’s current address.

Except in cases where the conservatee is deceased, a petition for termination shall be set for hearing no sooner than 30 days after filing; the petition shall set forth the current address of conservatee.

CRITICAL

Applies to

Final account or report

The final account or report must state the heirs’ and devisees’ names, relationships, and addresses.

The names, relationships, and addresses of the heirs and devisees shall be set forth in the final account and/or report.

CRITICAL

Applies to

Final account

A final account is required when an estate conservatorship terminates, subject to the stated waiver and court-order exceptions, including the requirement that all heirs or devisees waive when the conservator is also the personal representative.

A final account shall be required on termination of the conservatorship of an estate except under the following circumstances: (1) the former conservatee who has been restored to full capacity waives the accounting; (2) if the conservatee is deceased, when an account is waived by those persons entitled to receive distribution of the estate as provided in Probate Code section 10954; except that if conservator is also the personal representative of the conservatee’s estate, waivers shall be required by all heirs or devisees; or (3) when the court has ordered that accounts are not required pursuant to Probate Code section 2628 and the conditions of that Probate Code section are otherwise met.

CRITICAL

Applies to

Report

The report must state the specific assets on hand.

The report shall include a statement of the specific assets on hand.

CRITICAL

Applies to

Sale of conservatee residence

A conservatee’s residence may not be sold without prior authorization in compliance with Probate Code section 2540(b).

Sale of a conservatee’s residence requires prior authorization in compliance with Probate Code section 2540(b).

CRITICAL

Applies to

Confidential report supplement or plan

A confidential report, supplement, or plan filed in the specified conservatorship proceedings must be filed separately, marked “CONFIDENTIAL” in the caption, and verified by the presenting party.

Any confidential report, supplement or plan filed in conservatorship proceedings pursuant to Probate Code section 2620 (accounts) or 1821 (establishment) shall be filed as a separate document, shall contain the word “CONFIDENTIAL” in the caption, and shall be verified by the party presenting it.

CRITICAL

Applies to

Trustee account

Trustee accounts must follow the form and other requirements applicable to personal representatives’ accounts in decedents’ estates.

Accounts filed by trustees shall be in the form and otherwise conform to the requirements for accounts by personal representatives in decedents’ estates.

CRITICAL

Applies to

Trustee account

Each trustee account must be accompanied by a report.

A report shall accompany each account of a trustee.

CRITICAL

Applies to

Trustee report

The trustee’s report must concisely state the trust’s purposes and how the trustee satisfied them during the accounting period.

The report shall contain concise reference to the purposes of the trust and how they have been satisfied by the trustee during the period of the account.

CRITICAL

Applies to

Trustee report

The trustee’s report must identify present and future beneficiaries and briefly summarize distributions made to or for their benefit as reflected in the account.

The report shall identify the beneficiaries (both present and future) and give a brief summary of distributions made to or for their benefit, as reflected in the account.

CRITICAL

Applies to

Trustee report

The report must set out investment objectives and results in relation to the trust’s purpose, with a brief account summary measured against the specific trust objectives and requirements.

Investment objectives, and results with reference to the purpose of the trust, are to set forth with a brief summary of the account measured in terms of the specific trust objectives and requirements.

CRITICAL

Applies to

Trustee report

The trustee’s report must relate the activities in the account to the purposes and persons for which the trust was created, rather than merely list completed actions.

The report shall not merely recite what has been done but shall relate the activities reflected in the account to the purposes and persons for which the trust was created.

CRITICAL

Applies to

Application for investigative and/or expert fees and expenses

Applications for investigative or expert fees and expenses must be in writing and directed to the judge of the assigned department.

Application for investigative and/or expert fees and expenses shall be made in writing to the judge of the department to which the case has been assigned.

CRITICAL

Applies to

Application for investigative and/or expert fees and expenses

The written application must describe and justify the proposed services, estimate fees and expenses, and identify the proposed expert and their qualifications; unusual or extraordinary requests require detailed justification.

The written application shall specify the nature, purpose, and materiality of the proposed investigator/expert services and shall contain an estimate of the fees and expenses involved including the proposed investigator’s/expert’s hourly fees for out of court work and for courtroom testimony. The name of the investigator/expert to be retained and a brief statement of qualification shall also be included or attached. Unusual or extraordinary requests shall be justified in detail.

CRITICAL

Applies to

Investigator expert fee expense order

An order for investigator or expert fees and expenses must use a court-approved form.

The order for investigator/expert fees and expenses shall be on a form approved by the court.

CRITICAL

Applies to

Investigator expert fee expense claim

Investigator or expert fee claims must use a court-approved form and include the fee-award order and a detailed accounting.

Claims for investigator/expert fees and expenses shall be made on a form approved by the court, to which must be attached a copy of the court order awarding fees and a detailed accounting of all claimed fees and expenses.

CRITICAL

Applies to

Competency certification

An attorney appearing in a dependency matter for the first time must submit a competency certification within 10 days of that first appearance.

Any attorney appearing in a dependency matter for the first time shall complete and submit a certification of competency to the Court within 10 days of his or her first appearance in a dependency matter.

CRITICAL

Applies to

Competency certification

Attorneys must submit a certification of competency and meet the minimum training and/or experience standards in California Rules of Court, rule 5.660(d).

Attorneys must meet the minimum standards of training and/or experience as set forth in California Rules of Court, rule 5.660(d) and must submit a certification of competency to the court.

CRITICAL

Applies to

Financial declaration

When counsel is appointed in a juvenile proceeding, the specified parents or responsible party must execute a financial declaration addressing ability to pay attorney’s fees.

In all juvenile proceedings where the court has appointed counsel, the parents or responsible party of the minor in Welfare and Institutions Code sections 602 or 300, shall execute a financial declaration as to their ability to pay attorney’s fees for the minor in section 602 and for the minor and themselves in section 300 proceedings when the court appoints such an attorney.

CRITICAL

Applies to

Renewal certification

Previously certified attorneys must renew their competency certificate every three years by the specified January 31 deadline and attach evidence of at least eight hours of qualifying continuing education or training.

In order to retain certification to practice before the juvenile court, each attorney who has been previously certified shall submit a new certificate of competency to the court on or before January 31 of the third year after the year in which the attorney was first certified and then every third year thereafter. The attorney shall attach to the renewal certification of competency evidence that he or she has completed at least eight (8) hours of continuing education or training directly related to dependency hearings since the attorney was last certified.

CRITICAL

Applies to

Notice

A notice of the minor’s right or interest may be filed on form JV-180 or by declaration and must describe the interest, the other forum and its known address, and the proceedings there.

(2) Notice of the minor’s right or interest may be given by filing Judicial Council form JV-180 or by filing a declaration. In either case, the person giving notice shall set forth the nature of the right or interest to be protected or pursued, the name and address, if known, of the judicial or administrative forum in which the right or interest may be affected, and the nature of the proceedings being contemplated or conducted there.

CRITICAL

Applies to

Notice

When the minor’s attorney files the notice, it must address the proposed action, counsel’s ability and willingness to pursue it, possible additional counsel or a guardian ad litem, possible agency joinder, and further investigation.

(3) If the person filing the notice is the attorney for the minor, the notice shall state what action on the child’s behalf counsel believes is necessary, whether the attorney is willing or able to pursue the matter on the child’s behalf, whether the association of counsel specializing in practice before that court or administrative agency may be necessary or appropriate, whether appointment of a guardian ad litem is necessary for the proceedings in the other forum, whether joinder of an administrative agency to the juvenile court proceedings pursuant to Welfare and Institutions Code section 362, may be appropriate or necessary, and what if any further investigation may be necessary.

CRITICAL

Applies to

Notice

If the minor is unrepresented, the notice must state that fact.

If the minor is not represented, the notice shall so state.

CRITICAL

Applies to

Investigator or expert fee request

In juvenile court section 300, 601, or 602 cases, investigator and expert fees and expenses must be submitted to the court with specified need, scope, and budget, and hiring may occur only after court approval.

All fees and expenses for investigators or experts employed by court appointed attorneys in juvenile court section 300, 601 or 602 cases shall be submitted to the court for approval with specificity as to the need, the scope of the work to be done, and the budget requested. The attorney will hire the investigator or expert only after approval from the court.

CRITICAL

Applies to

Investigator or expert invoice

Investigator and expert invoices must be submitted with the fee-award order and a detailed accounting of all claimed fees and expenses.

Investigator or expert invoices for fees and expenses shall be submitted along with a copy of the court order awarding fees and a detailed accounting of all claimed fees and expenses.

CRITICAL

Applies to

Native american involvement form

Counsel for the parents must obtain and complete the Native American Involvement Form for delivery to the court.

Counsel for the parents shall obtain and complete for delivery to the court the Native American Involvement Form.

CRITICAL

Applies to

Confidentiality statement

Each party other than the agency and appointed counsel must sign the court-approved confidentiality statement restricting disclosure and duplication of information or reports.

Each party, excluding the agency and appointed counsel, shall sign a confidentiality statement in the form approved by the court and adopted by these rules which shall require that the person receiving information or reports will not release the information to any other person(s), or duplicate the information.

CRITICAL

Applies to

Report

When these rules impose a duplication or confidentiality restriction, the specified notice must be inserted.

In the case of any restriction as to duplication and confidentiality provided by these rules, the following shall be inserted: NOTICE TO PERSONS RECEIVING THIS REPORT: YOU SHALL NOT RELEASE THIS DOCUMENT TO ANY PERSON OTHER THAN YOUR ATTORNEY PURSUANT TO A COURT ORDER ENTERED IN YOUR CASE. IF YOU PERMIT ANY UNAUTHORIZED PERSON TO READ THIS REPORT, YOU MAY BE IN VIOLATION OF CALIFORNIA PENAL CODE SECTION 166(D) WHICH CAN SUBJECT YOU TO BEING HELD IN CONTEMPT OF COURT. SHOULD A FINDING OF CONTEMPT BE MADE, YOU ARE SUBJECT TO THE IMPOSITION OF A FINE NOT EXCEEDING $1,000 OR IMPRISONMENT IN THE EL DORADO COUNTY JAIL FOR A TERM NOT TO EXCEED 1 YEAR.

CRITICAL

Applies to

Request to vacate criminal protective order form

The Request to Vacate Criminal Protective Order form (CR-020) is mandatory.

CRIMINAL x Request to Vacate Criminal Protective Order CR-020 Mandatory

CRITICAL

Applies to

Plea in absentia form

The Plea in Absentia form (CR-109) is mandatory.

CRIMINAL x Plea in Absentia CR-109 Mandatory

CRITICAL

Applies to

Dui advisement of rights waiver and plea form vehicle code 23153

The DUI Advisement of Rights, Waiver, and Plea Form for Vehicle Code § 23153 (CR-122) is mandatory.

CRIMINAL x DUI Advisement of Rights, Waiver, and Plea Form (Vehicle Code § 23153) CR-122 Mandatory

CRITICAL

Applies to

Advisement of rights waiver and plea form deferred entry of judgment

The Advisement of Rights, Waiver, and Plea Form for Deferred Entry of Judgment under Penal Code § 1000 et seq. (CR-123) is mandatory.

CRIMINAL x Advisement of Rights, Waiver, and Plea Form Deferred Entry of Judgment (Penal Code § 1000 et seq.) CR-123 Mandatory

CRITICAL

Applies to

Dui advisement of rights waiver and plea form vehicle code 23152

The DUI Advisement of Rights, Waiver, and Plea Form for Vehicle Code § 23152 (CR-127) is mandatory.

CRIMINAL x DUI Advisement of Rights, Waiver, and Plea Form (Vehicle Code § 23152) CR-127 Rev. 01/12 Mandatory

CRITICAL

Applies to

Promissory note form

The Promissory Note form (CR-151) is mandatory.

CRIMINAL x Promissory Note CR-151 Mandatory

Checked and corrected to match the court's document on Oct 10, 2026CRITICAL

Applies to

Order approving property bond form

The Order Approving Property Bond form (CR-152) is mandatory.

CRIMINAL x CR-152 04/02/23 Mandatory

Checked and corrected to match the court's document on Oct 10, 2026CRITICAL

Applies to

Misdemeanor diversion referral form and court order

The Misdemeanor Diversion Referral Form and Court Order (CR-180) is mandatory.

CRIMINAL x Diversion Referral CR-180 11/21/22 Mandatory

CRITICAL

Applies to

CR-123 Advisement of Rights, Waiver, and Plea Form Deferred Entry of Judgment (Penal Code § 1000 et seq.)

The Advisement of Rights, Waiver, and Plea Form Deferred Entry of Judgment (CR-123) is identified as mandatory.

CRIMINAL x Advisement of Rights, Waiver, and Plea Form Deferred Entry of Judgment (Penal Code § 1000 et seq.) CR-123 Rev. 01/2012 Mandatory

CRITICAL

Applies to

C-62 Application, Declaration, and Order to Serve the Secretary of State

The Application, Declaration, and Order to Serve the Secretary of State (C-62) is identified as mandatory.

CIVIL x Application, Declaration, and Order to Serve the Secretary of State C-62 Rev. 04/01/25 Mandatory

CRITICAL

Applies to

CR-150 Application for Real Property Equity Bond and Declaration of Property Owner

The Application for Real Property Equity Bond and Declaration of Property Owner (CR-150) is identified as mandatory.

CRIMINAL x Application for Real Property Equity Bond and Declaration of Property Owner CR-150 New 03/17/17 Mandatory

CRITICAL

Applies to

J-6 Certification of Competency to Practice in Juvenile Dependency Court

The Certification of Competency to Practice in Juvenile Dependency Court (J-6) is identified as mandatory.

JUVENILE x Certification of Competency to Practice in Juvenile Dependency Court J-6 Rev. 09/15/16 Mandatory

CRITICAL

Applies to

F-100 Child Custody Recommending Counseling Client Complaint Form

The Child Custody Recommending Counseling Client Complaint Form (F-100) is identified as mandatory.

FAMILY LAW x Child Custody Recommending Counseling Client Complaint Form F-100 Rev. 08/23/16 Mandatory

CRITICAL

Applies to

A-4 Consent of Spouse of Adopting Party

The Consent of Spouse of Adopting Party form (A-4) is identified as mandatory.

ADOPTION x Consent of Spouse of Adopting Party A-4 Rev. 09/25/01 Mandatory

CRITICAL

Applies to

J-16 Declaration For Access to Juvenile Case File in Possession of Juvenile Court (Welfare and Institutions Code § 827)

The Declaration For Access to Juvenile Case File in Possession of Juvenile Court (J-16) is identified as mandatory.

JUVENILE x Declaration For Access to Juvenile Case File in Possession of Juvenile Court (Welfare and Institutions Code § 827) J-16 New 01/01/17 Mandatory

WARNING

Applies to

Document presented for filing

Documents should include the filer’s office phone, fax, and email; the office number must be at a physical location, and any lack of a fax number must be stated, but missing fax or email information will not cause rejection.

All documents presented for filing should include the office telephone number, facsimile telephone number, and the electronic mail address (e-mail address) of the attorney or party in propria persona presenting the document for filing, although the clerk will not reject a paper presented for filing because it does not contain the facsimile telephone number or electronic mail address of the attorney or party in propria persona. The “office telephone number” means a telephone at a physical location where the party or the attorney can be reached; cellular telephone numbers are not “office telephone numbers.” If the party or the attorney does not have a facsimile transmission telephone number, the document shall so state.

WARNING

Applies to

Conformed copies

Conformed documents left uncollected for a reasonable time may be placed in the court file or destroyed.

Conformed documents that have not been picked up within a reasonable time may be placed in the court file or destroyed.

Checked and corrected to match the court's document on Oct 10, 2026WARNING

Applies to

Will call document

Documents in the “will-call” file that are not collected within a reasonable time will be filed with the court or destroyed.

Documents placed in the “will-call” file and not picked up within a reasonable amount of time will be placed in the court file or destroyed.

WARNING

Applies to

Digitally signed document

A party filing a digitally signed document represents that the signer’s certificate or similar verification document is in its possession or control and may be produced at the court’s request.

A party who files a document containing a digital signature under this rule represents that the signer’s certificate or similar verification document is maintained in the party’s possession or control and may be subject to production upon request from the Court.

WARNING

Applies to

Papers and materials lodged with clerk

Papers and materials lodged with the clerk must include an addressed return envelope with sufficient postage.

D. Papers and materials lodged with the clerk shall be accompanied by an addressed return envelope with sufficient postage.

WARNING

Applies to

Memorandum of points and authorities

Each exhibit reference in a memorandum of points and authorities must identify the exhibit and specify the cited page and line numbers.

All references to an exhibit in the memorandum of points and authorities shall identify the exhibit referred to and state the page and line numbers of the exhibit to which reference is made.

WARNING

Applies to

Exhibits

An index to exhibits is required when there are five or more exhibits.

An index to exhibits shall be provided if there are five or more exhibits.

WARNING

Applies to

Memorandum

A memorandum relying on and citing a California administrative regulation, administrative decision, or Attorney General opinion must attach a copy of that authority.

If a California administrative regulation, administrative decision, or opinion of the attorney general is relied upon and cited, a copy of that authority shall be attached to the memorandum.

WARNING

Applies to

Default judgment

For default-judgment requests, supporting evidence is generally required in written form unless prohibited by law.

(1) In all cases of a request for entry of a default judgment, whether the request is for a clerk’s judgment, court judgment, or the matter is set for prove-up, it is this Court’s general policy to require evidence in support thereof shall be provided in written form, unless prohibited by law (Code of Civil Procedure section 585(c)).

WARNING

Applies to

Supplemental declaration

If the UM-policy proceeding remains incomplete at the review conference, the plaintiff may request a further suspension by filing a supplemental declaration that states specific facts showing why it is necessary.

If the proceeding under the UM policy is not completed by the review case management conference, the plaintiff may file a supplemental declaration requesting a further suspension and setting forth specific facts showing the necessity thereof.

WARNING

Applies to

Preliminary notification

The agency must supplement the preliminary notification as additional appropriate record documents are located or identified.

The agency shall supplement the preliminary notification from time to time as additional documents are located or are determined to be appropriate for inclusion in the record.

WARNING

Applies to

Written objection to order after hearing

If a written objection is served on the preparer, the objector must notify the court in writing, and the court will set a hearing to determine the proper content of the order.

If a written objection is served on the preparer, the objector shall give written notice to the court of the objection and the court shall set a hearing to resolve and determine the proper content of the order after hearing.

WARNING

Applies to

Fees and costs moving papers

A party requesting fees and costs should expect to address the listed factors with evidence in the moving papers.

The party requesting fees and costs should expect to present evidence in his or her moving papers on the following issues: A. The nature of the litigation; B. Its complexity; C. The amounts involved; D. The financial circumstances of the parties (“need” and “ability to pay”); E. The skill required; and F. The professional standing and reputation of the attorneys.

WARNING

Applies to

Statement under rule

Information from a filed final disclosure statement may be incorporated by reference if a copy is attached.

Information contained in a filed final disclosure statement as required by Family Code section 2105 may be incorporated by reference, with a copy of the statement to be attached.

WARNING

Applies to

Judgment submission

If opposing counsel does not approve the judgment, the preparing party may submit it to the trial judge with a cover letter explaining the lack of approval and showing that the correspondence was sent to opposing counsel.

If not so approved, the preparing party may submit the prepared judgment to the trial judge with a cover letter explaining why it was submitted without such approval and showing that a copy of said correspondence has been sent to opposing counsel.

WARNING

Applies to

Exhibits

Counsel tendering exhibits at trial that were not pre-marked and handled as prescribed must be prepared to show good reason; the court may impose sanctions for noncompliance.

Counsel is advised that if exhibits are tendered at trial that were not pre-marked and otherwise handled as set forth above, they must be prepared to show good reason why this was not done. Sanctions may be imposed by the court for failure to comply with this procedure.

WARNING

Applies to

Exhibits

When setting a short-cause evidentiary hearing, the court may on its own motion order the parties to exchange trial exhibits by a specified date before the hearing.

At the discretion of the Court, it may, on its own motion at the time of setting a short-cause evidentiary hearing, order the parties/counsel to exchange trial exhibits by a specific date before the short-cause evidentiary hearing.

WARNING

Applies to

Witness list

When setting a short-cause evidentiary hearing, the court may on its own motion order witness lists filed and served by a specified date before the hearing.

In its discretion and on its own motion, the Court, may, at the time of setting a short-cause evidentiary hearing, order the parties/counsel to file and serve witness lists by a specific date before the short-cause evidentiary hearing.

WARNING

Applies to

Default judgment

For an uncontested or default dissolution judgment after a response has been filed, the judgment should be obtained by declaration without a hearing, but a hearing may be set at a party’s request or by court order.

Where a judgment of dissolution is to be obtained by written agreement of the parties after a response has been filed (uncontested) or by default, judgments should be obtained by declaration without the necessity of a hearing. However, a hearing may be set upon request of a party or by court order.

WARNING

Applies to

Stipulated judgment

The acknowledgment requirement for parties without counsel does not apply to stipulated judgments prepared and submitted by the Department of Child Support Services.

The requirement of acknowledgment by parties not represented by counsel does not apply to stipulated judgments prepared and submitted by the Department of Child Support Services.

WARNING

If the receipt and acknowledgment is timely filed, the matter is removed from the calendar and no appearances are required.

If the Receipt and Acknowledgment is timely filed, the matter will be removed from the calendar and no appearances will be required.

WARNING

Applies to

Nunc pro tunc order

If the nunc pro tunc order is not a completely amended order, it should substantially follow the provided correction format.

If the nunc pro tunc order does not take the form of a completely amended order reflecting its nunc pro tunc character, it should be substantially in the following form: “On motion to correct a clerical error, the (identify the order to be corrected, giving the title and date thereof) is corrected by striking the following: (here set out the matter to be eliminated) and by inserting in lieu thereof the following: (here set out the correct matter).”

WARNING

Applies to

Pretrial statement

The court may require a pretrial statement by a specified time before a contested hearing, identifying witnesses, their expected time, contested issues and facts, and applicable law.

The court may require the filing of pretrial statement at a specified time before the contested hearing date to include the witnesses to be called, the time required for each, and a statement of the contested issues and facts, as well as the applicable law.

INFO

Applies to

Conformed copies

Copies submitted for conformance without a return envelope will be placed in the attorney’s will-call file at the clerk’s office.

Copies submitted for conformance without a return envelope will be placed in the attorney’s “will-call file” at the office of the Superior Court clerk.

INFO

Applies to

Opposition

A party opposing a remote appearance may use form RA-020.

The party opposing the remote appearance may use Order Regarding Remote Appearance (Judicial Council form RA-020).

INFO

Applies to

Statement of issues

Each party may add issues it intends to raise to the agreed statement of issues.

Each party may supplement the agreed statement of issues with additional issues that a party intends to raise.

INFO

Applies to

Order after hearing

Orders made at a noticed motion or order to show cause hearing take effect immediately without preparation of a formal order after hearing.

All orders made by the court at a noticed motion or order to show cause hearing are effective immediately without the preparation of a formal order after hearing.

INFO

Applies to

Witness list

Parties may file and serve an amended list of intended trial witnesses 10 days before trial or a long-cause evidentiary hearing.

10 days prior to trial or long cause evidentiary hearing, parties may file and serve an amended witness list identifying all persons intended to call at trial.

INFO

Applies to

Proof of will

The court prefers wills to be proven by affidavit or declaration rather than testimony.

The court prefers that both formal witnessed wills and holographic wills be proven by affidavit or declaration rather than by testimony.

INFO

Applies to

Self proving will

Self-proving wills require no additional proof unless the court requests it.

Self-proving wills need no additional proof unless requested by the court.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Media request ?

A copy of the request must also be submitted to the court’s Public Information Office.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Document presented for filing ?

The responsibility for redacting these personal identifiers rests solely with the filing party.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Exhibit

No exhibits shall be accepted by the exhibits custodian unless: (1) All containers of liquid substances shall be clearly marked as to the type of liquid and the amount; (2) All containers of controlled substances shall be clearly marked identifying the substance and its weight, and are sealed to prevent pungent or strong- smelling odors and leaks; (3) All cash, whether individually or packaged, shall be specifically identified as to the total amount of cash and the number of bills of each denomination; (4) All firearms shall be secured by means of a nylon tie or trigger lock (5) All hypodermic needles shall be placed in containers that safeguard personnel handling the exhibit from accidental injury.

Summary: Before exhibits are accepted, liquid and controlled-substance containers, cash, firearms, and hypodermic needles must meet the specified labeling, securing, and containment requirements.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Opposition

Must include

proposed order

The opposition must be accompanied by a proposed order.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Notice of motion

Must include

caption ?

C. NOTIFICATION OF TENTATIVE RULING SYSTEM IN THE NOTICE OF MOTION. All noticed motion proceedings for which a tentative ruling will issue shall contain the following statement in all notices of motion:

Summary: Notices of motion for noticed proceedings with tentative rulings must contain the applicable tentative-ruling statement.

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

“Pursuant to Local Rule 7.10.05(A), the Court will issue a tentative ruling for this matter on the court day before the hearing. The complete text of the tentative ruling will be available beginning at 2:00 p.m. on the Court’s website, www.eldorado.courts.ca.gov. The tentative ruling providing the disposition of the matter only, without the rationale, can be obtained by calling (530) 621-6551 (Western Slope Branch) beginning at 2:00 p.m. on the court day before the hearing. The tentative ruling shall become the final ruling on the matter and no hearing will be held unless oral argument is timely requested or the tentative ruling indicates otherwise. Requests for oral argument must be made either through the Court’s web site or by calling (530) 621-6551 no later than 4:00 p.m. on the court day before the hearing.”

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Notice of motion ?

“Pursuant to Local Rule 7.10.05(A), the Court will issue a tentative ruling for this matter on the court day before the hearing. The complete text of the tentative ruling will be available beginning at 2:00 p.m. on the Court’s website, www.eldorado.courts.ca.gov. The tentative ruling providing the disposition of the matter only, without the rationale, can be obtained by calling (530) 573-3042 (South Lake Tahoe Branch) beginning at 2:00 p.m. on the court day before the hearing. The tentative ruling shall become the final ruling on the matter and no hearing will be held unless oral argument is timely requested or the tentative ruling indicates otherwise. Requests for oral argument must be made either through the Court’s web site or by calling (530) 573-3042 no later than 4:00 p.m. on the court day before the hearing.”

Summary: South Lake Tahoe notices of motion must include the prescribed tentative-ruling statement, including the oral-argument request methods and deadline.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Prove up application ?

(3) At a default prove-up, allegations in the complaint or cross-complaint, if applicable, are not deemed proved because of the failure of the adverse party to answer. In all cases, proof must be presented by competent evidence on each and all essential elements of the causes of action sought

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Ex parte application ?

A declaration in support of the application, based upon personal knowledge and competent evidence, that makes an affirmative factual showing of irreparable harm, immediate danger, or other good cause for not using the noticed motion procedure.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Ex parte application ?

The application shall be supported by a declaration stating the amount of any payments made by the debtor, or other compliance with the agreement by the defendant, as well as the specific facts supporting the alleged failure to perform.

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

Upon determining that an action is to proceed as an uninsured motorist (UM) case, the plaintiff shall promptly, and in no event later than the first case management conference, file a declaration under penalty of perjury setting forth the information upon which the determination was made. The declaration shall include (1) a statement that coverage exists under a UM insurance policy; (2) the name of the UM insurance carrier and the limits of coverage under the policy; and (3) a statement that plaintiff intends diligently to proceed under the UM policy and, upon completion of the proceeding under the UM policy, dismiss the case.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Statement of the case

(2) If set for a jury trial, a Statement of the Case to be read to prospective jurors during jury selection. The statement should identify the factual issue(s) to be considered by the jury and should be stated in a neutral and concise manner;

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Proposed voir dire

(3) If set for a jury trial, proposed voir dire.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Motion in limine ?

If particular testimony is to be excluded, a copy of the statement or the page(s) from the transcript of the proposed testimony must be attached to the motion, along with any necessary declaration.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Joint document list ?

Each document shall be designated by both the page number in the record and by the document’s title.

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

Each volume shall have a cover page listing each document in the volume by the number of the tab which it appears, the full title of the document, and the page number of the record of the first page of the document.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Order after hearing submission ?

If no written objection is served upon the preparing party within the 10 calendar days after service of the proposed order, then the preparing party shall submit the prepared order to the trial judge with a cover letter explaining why it is submitted without the approval and showing that a copy of said correspondence has been sent to the opposing counsel, or the opposing party in the case of a litigant representing themselves.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Declaration of supervised visitation provider ?

In addition, each time a professional provider submits a report to the court, the professional provider must also file and serve on all parties, their attorneys, and the attorney for the child a new and current declaration.

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

Although parties may develop individual stipulations appointing a Special Master, any stipulation, to be enforced by the court, must include the following specific provisions: (1) A grievance procedure which conforms to the procedure set forth in the sample Special Master stipulation; (2) A term of appointment; (3) A definition of the scope of authority of the Special Master; (4) A statement of quasi-judicial immunity; (5) A hearing process; (6) A decision process; and (7) An agreement for payment of fees charged by the Special Master.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Fees and costs request ?

If a party intends to rely on a previously filed income and expense declaration, this must be stated in a declaration under penalty of perjury, stating that there are no changes from the declaration filed by the party, giving the date the previously filed declaration was filed.

Summary: A party relying on a previously filed income and expense declaration must declare under penalty of perjury that it is unchanged and state its filing date.

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

Separately list all debts and obligations of the parties which are liabilities of the community and, so far as known, debts and obligations which are alleged to be the separate liabilities of the respective spouses. Specify the identity of the creditor, the purpose for which the debt was incurred, the date upon which the debt was incurred, the balance currently due thereon, the terms of payment, and the security, if any, held by the creditor.

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

Local Form F-5 Request for Trial Setting Conference – Family Law West Slope shall be filed in the West Slope or Local Form F-6 Request for Trial Setting Conference – Family Law SLT shall be filed in South Lake Tahoe with the court along with a proof of service to the opposing counsel/party before any contested case may be set for trial or evidentiary hearing.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Statement of issues contentions and proposed disposition ?

The statement shall set forth a good faith proposal for the disposition of the case.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Escheat petition ?

A copy of the decree of distribution must be attached to the petition.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Default judgment ?

The original of the proposed judgment, including any marital settlement agreement, shall be submitted to the court clerk.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Martial settlement agreement ?

All respondents upon whom default has been taken must have his or her signature acknowledged by a notary, if not represented by counsel.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Martial settlement agreement ?

If only one party is represented by counsel, the attorney for that party must sign the agreement and the other party must sign a statement in agreement or a declaration or affidavit that the party has been advised to consult an attorney regarding the agreement but declined to do so.

Not confirmed. Read the court's wording below.CRITICAL?

All proposed orders, accountings, agreements, consents, and other pleadings required by law shall be on file prior to scheduling a hearing.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Petition ?

The relationship of the person to the decedent;

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Petition ?

The age of the person; except that a person over the age of 18 may simply be designated as an adult unless the person’s age is relevant to the person’s interest in the estate.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Escheat petition ?

A genealogy chart must be attached to the petition showing the relationship of the claimant to the decedent and all heirs of the decedent, including deceased heirs who have or would have had standing to inherit equal to or greater than that of the claimant.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Petition

(2) the petition must reflect whether or not there are non-probate assets includable in the gross estate for estate tax purposes.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Petition

The title of the petition embodying such application and the notice of hearing shall include a reference to the request.

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

The first account shall be for a minimum period of nine (9) months from date of appointment.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Guardianship petition ?

If the minor(s) is such a party, the file number of the action must be

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Petition ?

There shall be a separate proceeding for each person for whom the appointment of a conservator is sought.

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

CIVIL x Designation of American Indian Status C-40 Mandatory

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

CIVIL x Application, Declaration, and Order to Serve the Secretary of State C-62 Mandatory

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

CRIMINAL x Application for Real Property Equity Bond and Declaration of Property Owner CR-150 Mandatory

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

CRIMINAL x Information Regarding Property Bonds CR-150 INFO Mandatory

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

CRIMINAL x Supplement to DUI Plea Agreement CR-159 Mandatory

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

CRIMINAL x Jury Procedural Stipulation CR-181 Mandatory

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

Declaration For Access to Juvenile Case File in Possession of Juvenile Court (Welfare and Institutions Code § 827) J-16 New 01/01/17 Mandatory

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

Certification of Competency to Practice in Juvenile Dependency Court J-6 Rev. 09/15/16 Mandatory

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

Request to Vacate or Reduce Civil Assessment M-40 Rev. 03/21/17 Mandatory

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

Application for Videoconference Appearance and Order M-51 Rev. 04/01/25 Mandatory

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

Request for Telephonic Appearance M-52 Rev. 04/01/25 Mandatory

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

Declaration of Restrained Person Re: Firearms M-7 New 04/14/08 Mandatory

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

Refund Request M-71 New 06/08/23 Mandatory

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

Notice of Motion to Modify or Set Aside Conviction T-17 Rev. 04/01/25 Mandatory

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

Request for Court Trial, Plea of Not Guilty and Advisement of Rights T-19 Rev. 06/14/17 Mandatory

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

Request for Trial by Written Declaration T-21 Rev. 06/14/17 Mandatory

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

MISCELLANEOUS x Application for Videoconference Appearance and Order M-51 Rev. 04/01/25 Mandatory

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

FAMILY LAW x CCRC Supplemental Questionnaire F-17b Rev. 08/21/15 Mandatory

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

CIVIL x Confidential Info Re: Pet. For Name Change – West Slope C-2 Rev. 04/01/25 Mandatory

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

CIVIL x Confidential Info Re: Petition for Name Change (SLT) C-2S Rev. 04/01/25 Mandatory

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

ADOPTION x Consent of Natural Parent to Adopt A-2 Rev. 03/04/02 Mandatory

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

ADOPTION x Consent of Parent A-5 Rev. 12/01/04 Mandatory

We could not find this wording in the court's document. Open the source before relying on it.CRITICAL?

MISCELLANEOUS x Declaration of Restrained Person Re: Firearms M-7 New 04/14/08 Mandatory

We could not find this wording in the court's document. Open the source before relying on it.WARNING?

A person having a complaint regarding the professional conduct of and/or procedures employed by a subordinate judicial officer or judge pro tempore shall make the complaint in writing to the presiding judge. Persons who are unable to file a written complaint because of a disability may present an oral complaint, which the presiding judge must commit to writing.

Not confirmed. Read the court's wording below.WARNING?

Applies to

Written concern

Written concerns must be signed and include an address where the Court’s response can be sent.

Not confirmed. Read the court's wording below.WARNING?

Applies to

Document filed for hearing ?

Failure to comply with this rule may result in documents not being before the court at the time of the hearing.

Not confirmed. Read the court's wording below.WARNING?

Applies to

Income and expense declaration ?

A declaration that is not dated and signed or is not filled out with all applicable questions answered, shall not be considered in evidence by the court, except in so far as it may constitute an admission against the interest of the party.

Not confirmed. Read the court's wording below.WARNING?

Applies to

Supplemental declaration

If a Supplemental Declaration is ordered by the court to be filed prior to the next hearing date, and both parties or counsel fail to do so, the court may drop the hearing from its calendar.

Not confirmed. Read the court's wording below.WARNING?

Applies to

Written objection to order after hearing ?

The written objection shall state with specificity the nature of the objection and the proposed revisions.

Not confirmed. Read the court's wording below.WARNING?

The parties shall meet and confer to resolve the disputes.

Not confirmed. Read the court's wording below.WARNING?

Applies to

Proposed order ?

An order or judgment not presented for signature at the time of the hearing should be presented within five (5) court days thereafter and shall include in the first paragraph a recitation of the date of the hearing. Such order or judgment shall be dated as of the date heard with an additional blank for the date of the signature.

Summary: An order or judgment not presented for signature at the hearing must recite the hearing date in its first paragraph, be dated as of the hearing date, and include a blank for the signature date.

Not confirmed. Read the court's wording below.WARNING?

Applies to

Nunc pro tunc motion ?

Such a motion must normally be supported by an affidavit or declaration.

Not confirmed. Read the court's wording below.INFO?

Applies to

Stipulation for judgment ?

A copy of the proposed judgment may be attached as an exhibit to the stipulation.

Not confirmed. Read the court's wording below.INFO?

Applies to

Income and expense declaration ?

If a party is present at the hearing and has not dated or signed the declaration, the party shall be permitted to amend the declaration by entering an admission of the date of signing or to sign same.

Not confirmed. Read the court's wording below.INFO?

Applies to

Demanded documentation ?

Copies of the demanded party’s 2 (two) most recent paychecks or stubs.

Not confirmed. Read the court's wording below.INFO?

Applies to

Default judgment ?

All orders concerning child custody, visitation, child support, spousal support, attorney’s fees, the division of community property and confirmation of separate property may be set forth either in the body of the judgment, or in an attached agreement incorporated in the judgment by reference.

Summary: The listed family-law orders may be included in the judgment’s body or in an attached agreement incorporated by reference.