Sacramento Superior Court Document Filing Requirements

Applies to

Complaint

Must include

caption

SB 549 complaints must include the bolded, capitalized caption language 'TRIBAL NATIONS ACCESS TO JUSTICE ACT (SB 549) MATTER' on the right side of the caption.

All complaints that include a cause of action for declaratory and/or injunctive relief pursuant to the Tribal Nations Access to Justice Act (Government Code section 98020) must include the following bolded and capitalized language, “TRIBAL NATIONS ACCESS TO JUSTICE ACT (SB 549) MATTER” on the right side of the caption on the Complaint and any amended Complaints.

Applies to

Petition cover sheet

Cover sheets for Penal Code § 1170.18 petitions must designate Department 15 or Department 30 as the assigned department and reference this standing order.

The cover sheets for such petitions shall designate Department 15 or Department 30 as the assigned department and reference this standing order.

Applies to

Petition for writ of mandate

Must include

caption

Petitions for writ of mandate in priority election matters must include 'PRIORITY ELECTION MATTER' on the right side of the caption and cite the applicable legal authority.

All petitions for writ of mandate which qualify as a priority election matter (Elections Code § 13314, Government Code § 83121, or Code of Civil Procedure § 460.7) must include the language, “PRIORITY ELECTION MATTER” on the right side of the caption on the Petition and any amended Petitions, and must include a citation to the applicable legal authority qualifying the particular petition as a priority election matter.

Applies to

Petition for writ of mandate

Election Writ petitions must state the statutory or agency deadline by which the Court must take final action on the merits.

for an Election Writ must also contain the deadline imposed by the applicable statute or agency (such as the Secretary of State, Sacramento County Office of the Registrar of Voters, etc.) by which the Court must take final action on the merits of the petition.

Applies to

Stipulation for designation of temporary judge

Stipulations submitted under California Rule of Court 2.831 must be filed on Local Form MIC/E-001 in the department of the Supervising Judge, Family Law.

Stipulations must be filed on Local Form MIC/E-001 (Stipulation and Order for Designation of Temporary Judge) in the department of the Supervising Judge, Family Law.

Applies to

Documents filed by public entity

A qualifying digital signature must be unique, verifiable, under the signer's sole control, linked to the data so changes invalidate it, and conform to Secretary of State regulations.

If a public entity elects to use a digital signature pursuant to this Standing Order, that embodies all of the following attributes: (1) It is unique to the person using it. (2) It is capable of verification. (3) It is under the sole control of the person using it. (4) It is linked to data in such a manner that if the data are changed, the digital signature is invalidated. (5) It conforms to regulations adopted by the Secretary of State.

Applies to

Complaint

A plaintiff who believes their case is complex must file a completed Civil Case Cover Sheet (CM-010) with the complaint designating the case as complex.

If a plaintiff believes that their case is complex, they shall file a completed Civil Case Cover Sheet (CM-010) along with the complaint, designating the case as complex under California Rules of Court 3.400.

Applies to

Motion

Must include

local rule certificate

Moving counsel must attest that they reviewed the checklist and that their briefing complies with it; failure results in denial of the motion without prejudice.

Moving counsel must attest that they have reviewed the checklist and that their briefing complies with the checklist. Failure to do so will result in the denial of the motion without prejudice. (Local Rule 2.99.05)

Applies to

Cover sheet

Cover sheets for habeas petitions challenging the Prop 83 residency requirement must designate Department 21 and reference this standing order.

The cover sheets for petitions raising these claims shall designate Department 21 as the assigned department and reference this standing order.

Applies to

Joint case management statement

Must include

certificate of conference

The CMC Statement must include a declaration that the parties met and conferred in good faith on all appropriate subjects.

The CMC Statement shall include a declaration that the parties have met and conferred in good faith on all appropriate subjects set forth under # 1.

Applies to

Motion in limine

All motions in limine and other pretrial motions must be filed and served at least five court days before trial.

File and serve all motions in limine and other pretrial motions.

Applies to

Witness list

On the first day of trial, parties must submit an alphabetized joint witness list to the court.

On the first day of trial, the parties shall submit to the court an alphabetized, joint witness list.

Applies to

Notice of motion

Noticed motions in the Presiding Judge's department must include the specified tentative-ruling notice language.

All noticed motions in the Presiding Judge’s department shall include the following information in the notice: "Pursuant to Local Rule 1.05, the Court will make a tentative ruling on the merits of this matter by 2:00 p.m., two court days before the hearing. The complete text of the tentative ruling may be accessed on the public portal. If the party does not have online access, they may call the dedicated phone number for the department as referenced in the local telephone directory and receive the tentative ruling. If you do not call the Court and the opposing party by 12:00 p.m. the court day before the hearing, no hearing will be held."

Applies to

Notice of motion

Notices of motion in the designated department must include the specified tentative-ruling language.

All noticed motions in the designated department shall include the following information in the notice: "Pursuant to Local Rule 1.06 (A), the Court will make a tentative ruling on the merits of this matter by 2:00 p.m., the court day before the hearing. The complete text of the tentative ruling may be downloaded off the Court’s website. If the party does not have online access, they may call the dedicated phone number for the department as referenced in the local telephone directory between the hours of 2:00 p.m. and 4:00 p.m. on the court day before the hearing and receive the tentative ruling. If you do not call the Court and the opposing party by 4:00 p.m. the court day before the hearing, no hearing will be held."

Applies to

Ex parte application

Ex parte applications must include a written supporting declaration stating opposing counsel status, contact/agreement, or why no notice is required.

All applications must include a written supporting declaration, stating whether the opposing party is represented by counsel, whether that party has been contacted and has agreed to the requested order, or why the order should be issued without notice.

Applies to

Motion

Moving papers on shortened time must include a copy of the order, and all papers must identify on the caption page that the matter was brought on an order shortening time, with the order date and judge's name.

The moving papers must be accompanied by a copy of the order and all papers, including subsequent papers filed in the matter, must indicate on the caption page that the matter was brought on an order shortening time with specific identification of the date of the order and name of the judge.

Applies to

Copy in lieu of lost original

Must include

proposed order

A court order is required to file a copy in lieu of a lost original pleading, based on counsel's declaration or the clerk's certificate.

If an original pleading or paper previously filed with the court is lost, an order authorizing the filing of a copy in lieu of the original is required, and may be based upon declaration of the requesting counsel, or the certificate of the clerk.

Applies to

Document presented by non attorney court document preparer

Non-attorney court document preparers must comply with Business and Professions Code section 6408 or the clerk will reject the document.

Non-attorney court document preparers shall comply with the requirements of Business and Professions Code section 6408. The clerk shall not accept for filing any document presented by a non-attorney court document preparer that does not comply with these requirements.

Applies to

Petition

Must include

case number

SVP petitions must be numbered sequentially (year + 'SVP' + three-digit sequence) and must reference the underlying Sacramento felony case number in the heading.

All such petitions filed by the District Attorney’s office shall be numbered sequentially with the last two digits of the year the petition was filed, followed by the letters “SVP,” followed by a three-digit sequential number representing the number of cases filed in the year in question. Thus, 03SVP001 would be the civil number assigned to the first such case filed after January 1, 2003. All such petitions shall make reference in the text of the heading for the case to the Sacramento County felony case file number the respondent was originally confined under, i.e., such as:

Applies to

Witness list

Each side must exchange a witness list at least 15 days before trial, including the subject of each witness's testimony and a direct-examination time estimate.

No later than the 15th day before the date initially set for trial of the action, each side is required to submit and exchange their list of witnesses they plan to call at trial. Included with this submission shall be a brief statement of the subject of each witness’s testimony and an estimate of the time required for direct examination of each witness.

Applies to

Expert witness list

Each side must exchange an expert witness list at least 15 days before trial, with an expert declaration covering qualifications, substance of testimony, and copies of reports and testing data.

Separate and apart from the above requirement, no later than the 15th day before the date initially set for trial of the action, each side is required to submit and exchange a list of all expert witnesses they plan to call at trial. Included with this submission shall be a declaration from the expert stating the expert’s qualifications, the general substance of the expert’s expected testimony, and a copy of all written reports, writings, and testing data made by the designated expert in the course of preparing their opinion.

Applies to

First pleading

The caption page of the first pleading in a CEQA case must be labelled 'CEQA CASE'.

The caption page of the first pleading in any case that alleges one or more claims pursuant to the California Environmental Quality Act (CEQA) (Pub. Res Code, §§ 21000, et seq.) must be labelled with the words “CEQA CASE.”

Applies to

First pleading

For streamlined CEQA projects, the caption page must also state the governing code sections and 'STREAMLINED CEQA PROJECT'.

If one or more CEQA claims pertain to a “streamlined CEQA project” within the meaning of California Rules of Court, Rule 3.2220, the caption page must also state (1) the code sections under which the CEQA cause of action is litigated, and (2) “STREAMLINED CEQA PROJECT”.

Applies to

Court document

Attorneys and self-represented parties must personally read and verify every citation before filing any document, regardless of whether the citation came from AI or other sources.

An attorney or self-represented party filing a brief, pleading, motion, or other document in this court must personally read and verify every citation contained therein before filing to ensure it is a valid citation that accurately supports the proposition for which it is cited. This requirement applies regardless of whether the citation was obtained through generative artificial intelligence, research services, or any other source. Violation of this rule may result in sanctions.

Applies to

Order after hearing

Must include

judge name, case number

Orders after hearing must be prepared per CRC rule 3.1312 and state, immediately below the case number, the last hearing date and the hearing judge.

Unless otherwise provided in the minute order pursuant to tentative decision, orders after hearing shall be prepared pursuant to California Rules of Court, rule 3.1312 and shall specify, immediately below the case number, the date the matter was last calendared for hearing and the judge who heard the matter.

Applies to

Substitution of attorney

A substitution of attorney form from a self-represented party will not be accepted unless it includes the party's address and telephone number.

For Self-Represented parties: A substitution of attorney form will not be accepted for filing unless the address and telephone number of the party in pro per is included as part of the substitution.

Applies to

Substitution association pro hac vice

Substitution, association, and pro hac vice filings by represented parties will not be accepted unless they include the attorney's name and State Bar information.

For Represented parties: A substitution of attorney, association of attorney, or pro hac vice application/motion will not be accepted for filing unless the attorney's name, State Bar

Applies to

Motion to tax costs

Motions to tax costs must attach a copy of the memorandum of costs, except for matters subject to the Electronic Filing Program.

Except as to matters subject to the Electronic Filing Program, all motions to tax costs must have a copy of the memorandum of costs attached.

Applies to

Notice of appeal labor commissioner

Must include

certificate of service

A Notice of Appeal of a Labor Commissioner decision must be filed with the Clerk together with copies of the underlying complaint/answer and the Commissioner's order, plus a declaration of proof of service on the Labor Commissioner.

(A) Any party filing a Notice of Appeal of the order, decision or award of the Labor Commissioner pursuant to Labor Code section 98.2, shall file with the Clerk of the Court: (1) A copy of the complaint and any answer filed with the Labor Commissioner; (2) A copy of the order, decision or award of the Labor Commissioner, which shall include a summary of the hearing and the reasons for the decision; and (3) A declaration of proof of service of a copy of the Notice of Appeal upon the Labor Commissioner.

Applies to

Request to correct or cancel judgment

In small claims matters, a request to correct or cancel a judgment must be filed on Judicial Council form SC-108 (page 1) with form SC-108(A).

In small claims matters, the parties submitting a request to correct or cancel a judgment must file using a Request to Correct or Cancel Judgment and Answer (Small Claims) (Judicial Council form SC-108 (page 1)) and must also include the Order on Request to Correct or Cancel Judgment (Small Claims) (Judicial Council form SC-108(A)).

Applies to

Answer to request to correct or cancel judgment

The answer to a small claims request to correct or cancel judgment must be filed using Judicial Council form SC-108 (page 2).

The party answering the request to correct or cancel a judgment must file the answer using a Request to Correct or Cancel Judgment and Answer (Small Claims) (Judicial Council form SC-108 (page 2)).

Applies to

Petition for writ of mandate

Election Writ petitions must include 'PRIORITY ELECTION MATTER' on the right side of the caption, on the petition and any amended petitions, with a citation to the qualifying legal authority.

All petitions for writ of mandate which qualify as a priority election matter (Elections Code § 13314, Government Code § 83121, or Code of Civil Procedure § 460.7) must include the language, “PRIORITY ELECTION MATTER” on the right side of the caption on the Petition and any amended Petitions, and must include a citation to the applicable legal authority qualifying the particular petition as a priority election matter.

Applies to

Petition for writ of mandate

The caption of an Election Writ petition must state, beneath the 'PRIORITY ELECTION MATTER' designation, the statutory or agency deadline by which the Court must act.

Beneath the designation of “PRIORITY ELECTION MATTER” the caption of any petition for an Election Writ must also contain the deadline imposed by the applicable statute or agency (such as the Secretary of State, Sacramento County Office of the Registrar of Voters, etc.) by which the Court must take final action on the merits of the petition.

Applies to

Petition for writ of mandate

Housing development writ petitions under CCP § 1094.9 must include 'PRIORITY HOUSING DEVELOPMENT DECISION MATTER' on the right side of the caption, with a citation to section 1094.9.

All petitions for writ of mandate filed pursuant to Code of Civil Procedure section 1094.9, to review the denial of a permit or other entitlement for a housing development project or residential dwelling unit, must include the language “PRIORITY HOUSING DEVELOPMENT DECISION MATTER” on the right side of the caption on the Petition and any amendment Petitions, and must include a citation to section 1094.9.

Applies to

Discovery motion

Discovery-related motions must be filed separately for each individual propounding party and each individual responding party.

A party filing a motion to compel responses or further responses to discovery requests, to deem matters admitted, to compel production of documents, to enforce a discovery subpoena, or to obtain a discovery-related protective order must file a separate motion for each individual propounding party and each individual responding party.

Applies to

Application for default

Applications for default based on substituted service must include a process server declaration stating the factual basis for concluding the service address was a proper location.

A party who submits an Application for Default in reliance upon service of summons by substituted service pursuant to Code of Civil Procedure section 415.20(b) shall submit a declaration by the process server indicating: (1) The factual basis upon which the process server concluded that the place of service and mailing was either the “dwelling house, usual place of abode, usual place of business, or usual mailing address other than a United States Postal Service box” of the person served;

Applies to

Request for entry of default

Must include

certificate of service

Requests for entry of default must be accompanied by the original summons and proof of service (or filed endorsed copies); in specified cases the summons must be provided before default is entered.

Requests for Entry of Default must be accompanied by either the original summons and proof of service for filing or filed endorsed copies. On cases where the complaint was filed prior to January 1, 2006, or if the original summons was issued and given to filing party at the time of filing, said summons (or file endorsed copy) must be provided prior to entry of default.

Applies to

Trial brief

Each party must submit a trial brief on the first day of trial.

On the first day of trial, each party shall submit a trial brief.

Applies to

Ex parte application

Must include

certificate of conference

Every ex parte application must include a written supporting declaration stating whether the opposing party is represented, whether notice was given and the order agreed to, and if not, facts establishing good cause to proceed without notice.

All applications shall include a written supporting declaration, stating whether the opposing party is represented by counsel, whether the opposing party or counsel has been given notice of the application as required by the California Rules of Court and has agreed to the requested order and if not, setting forth facts establishing good cause for the issuance of the order without notice.

Applies to

Ex parte application

Must include

proposed order

Moving papers on shortened time must include a proposed order, and all related papers must state on the caption page that the matter was brought on an order shortening time, with the order date and judge's name.

The moving papers must be accompanied by a copy of the proposed order and all papers, including those subsequently filed regarding the application, must indicate on the caption page that the matter was brought on an order shortening time with specific indication of the date of the order and the name of the judge.

Applies to

Uninsured motorist statement

Plaintiff must file an Uninsured Motorist Statement (form CV\E-132) advising the court of any uninsured motorist claim no later than 75 days after the action is filed.

If the complaint includes an uninsured motorist claim as defined in Government Code section 68609.5 and Insurance Code section 11580.2, plaintiff shall so advise the court in an Uninsured Motorist Statement (local form CV\E-132) to be filed at the earliest possible date but in no event later than 75 days after the action is filed.

Applies to

Supplemental uninsured motorist statement

Plaintiff must file a Supplemental Uninsured Motorist Statement within 10 days of the arbitration award or claim conclusion, stating the award or conclusion date.

Plaintiff shall file a Supplemental Uninsured Motorist Statement within 10 days of the date of the arbitration award or the date the claim is otherwise concluded, setting forth the date of the award or the date the claim concluded.

Applies to

Default judgment status statement

A party with a pending default judgment request must file a Default Judgment Status Statement in lieu of (all parties) or together with (fewer than all parties) a Case Management Statement.

If at the time a Case Management Statement is due a party has filed a request for a default judgment as to all other parties remaining in the case, that party shall file a Default Judgment Status Statement on a form provided by the court in lieu of a Case Management Statement. In the event a party has filed a request for a default judgment against fewer than all remaining parties, that party shall file a Default Judgment Status Statement together with a Case Management Statement.

Applies to

Attorney party compliance statement

For an Order to Show Cause Re: Non-Compliance, the responding party must file an Attorney/Party Compliance Statement (local form CV\E-112) no later than 15 days before the hearing.

Not later than 15 days before the date of the hearing, the responding party shall file an Attorney/Party Compliance Statement (local form CV\E-112).

Applies to

Notice of time and date of trial

Plaintiff's counsel must file a Notice of Time and Date of Trial and Mandatory Settlement Conference.

Plaintiff's counsel will serve on all parties and file a Notice of Time and Date of Trial and Mandatory Settlement Conference.

Applies to

Motion

Certain general motions (excluding non-party witnesses, settlement/mediation references, insurance references, other claims, and financial position) are deemed filed, served, and granted unless counsel shows good cause by declaration and request for hearing.

The following motions shall be deemed filed, served and granted unless good cause is otherwise shown by counsel's declaration and request for hearing: (1) motions to exclude all non-party witnesses until called to testify; (2) motions to exclude all reference to settlement negotiations, mediation, and materials related thereto that are privileged under the California Evidence Code; (3) motions to exclude all reference to insurance, or the fact that an attorney is employed by, or has been compensated by, an insurance company; (4) motions to exclude all evidence of, or reference to, other claims or actions against any party to the litigation; and, (5) motions to exclude all reference to the financial position or wealth, or lack thereof, of any party to the litigation.

Applies to

Settlement agreement

Settlements in unlimited civil cases must be placed on the record before a court reporter or reduced to a signed court form, with the settlement entered by minute order and enforceable under CCP 664.6.

In all conferences resulting in settlement of an unlimited civil case, the terms thereof shall be placed on the record and recorded by a court reporter or shall be reduced to writing on a form provided by the court and signed by all necessary parties and the fact of the settlement shall be entered by minute order. All such settlements shall be deemed enforceable pursuant to Code of Civil Procedure section 664.6.

Applies to

Jury instructions

On the first day of trial, parties must submit to the assigned trial judge a fully completed set of agreed jury instructions and all disputed jury instructions.

On the first day of trial, the parties shall submit to the assigned trial judge in electronic (word) form: (1) a fully completed set of agreed upon jury instructions; and (2) all jury instructions that the parties cannot agree upon.

Applies to

Statement of the case

The joint statement of the case must be submitted to the assigned judge on the first day of trial; if the parties cannot agree, each party submits its proposed statement.

The parties shall submit the joint statement to the assigned judge on the first day of trial. If the parties cannot agree on a joint statement, each party shall submit its proposed statement to the trial judge.

Applies to

Settlement approval motion

Preliminary and final settlement approval motion papers must include a declaration that counsel reviewed the checklist and complied with it, or the motion will be denied without prejudice.

The moving papers for a preliminary and final approval motion for a class action and/or PAGA settlement must include a declaration that attests to the fact that: (1) counsel for the moving party has reviewed the settlement checklist; and (2) that the moving papers were prepared in compliance with the checklist. Failure to provide this declaration will result in the denial of the approval motion without prejudice.

Applies to

Order authorizing withdrawal of funds

Orders authorizing withdrawal and transfer of funds between financial institutions must contain the language set forth in CRC rule 7.953(a) and must provide that the withdrawal draft is payable to the receiving financial institution for deposit in a blocked account.

Any order authorizing the withdrawal of funds for the purpose of transferring said funds from one financial institution to another shall contain the language set forth in California Rules of Court, rule 7.953(a) and shall further provide that the draft of the institution from which the funds are withdrawn shall be payable to the financial institution to which the funds are to be transferred for deposit in a blocked account.

Applies to

Petition for approval of trust advisory committee

A petition requesting approval of a trust advisory committee must set forth each member's qualifications or relationship and expertise, if any, with federal/state public benefit programs (e.g., SSI, Medi-Cal).

A petition that includes a request for approval of a trust advisory committee shall set forth the member’s qualifications or relationship and his/her expertise, if any, with federal/state public benefit programs (i.e., S.S.I., Medi- Cal).

Applies to

Petition for approval of trust

The petition for trust approval must include the proposed distribution of trust assets upon termination of the trust.

The petition for approval of the trust shall include the proposed distribution of the trust assets upon termination of the trust.

Applies to

Notice of motion

All Notices of Motion must include the advisory language from Local Rule 1.06(D); failure to do so may result in the motion being dropped or continued.

All Notices of Motion shall include the advisory language contained in Local Rule 1.06(D). Parties are advised that failure to provide this advisory language in the Notion of Motion may, in the Court’s discretion, constitute good cause for the motion to the dropped or continued.

Applies to

Trial statement

At least five court days before trial, each party must file and serve a trial statement identifying each disputed issue and the legal and factual basis for its position.

File and serve on all parties a trial statement setting forth each issue in dispute, and the legal and factual basis in support of the party’s contention as to each disputed issue;

Applies to

Exhibits

On the day of trial, parties must pre-mark and submit all exhibits and an exhibit list to the trial department immediately before trial begins, excluding rebuttal or impeachment exhibits.

Immediately prior to the commencement of trial, pre-mark and submit all exhibits and submit a list of all exhibits to the trial department except for exhibits that may be used for rebuttal or impeachment.

Applies to

Settlement conference statement

Requesting or being granted an excuse from attendance does not excuse a party from filing a Settlement Conference Statement as required.

Submission of said request, or the granting of said request, does not excuse any party from the requirement to file a Settlement Conference Statement in conformity with the California Rules of Court and these Local Rules.

Applies to

Settlement conference statement

Parties may not stipulate to waive the requirement to file a Settlement Conference Statement.

The parties may not stipulate to waive the requirement of filing a Settlement Conference Statement.

Applies to

Conservatorship petition

Each proposed conservatee must have a separate case number and separate petition unless the court orders otherwise.

Absent a court order, separate case numbers shall be required for all proposed conservatees. A separate petition for each proposed conservatee is required.

Applies to

Ex parte application

A request to combine multiple proposed conservatees in one case number must be made by ex parte application at filing, with a declaration explaining why combining is in their best interest.

Requests to include more than one proposed conservatee in the same case number shall be made by an ex parte application at the filing of the Petitions for Appointment. The ex parte application shall include a declaration providing why a combined case number is in the best interest of the proposed conservatees. The hearing date(s) will be provided upon determination of the ex parte application.

Applies to

Written verification

The proposed conservator must verify in writing, before the appointment hearing, that he or she viewed the court-approved video on conservator duties.

Prior to the hearing for appointment, the proposed conservator shall verify in writing that he or she has viewed an approved videotaped presentation located on the court’s website on the duties and responsibilities of conservators.

Applies to

Petition for spousal property transaction

A spousal property transaction petition must include a declaration from a licensed physician or psychologist on the non-petitioning spouse's capacity.

The petition shall be supported by a declaration of a licensed physician or licensed psychologist within the scope of his or her licensure as to the capacity of the non-petitioning spouse (Probate Code section 810 et seq.).

Applies to

Petition to transfer assets

Petitions to transfer Medi-Cal-related assets must include an Income and Expense Declaration (FL-150) and a Property Declaration (FL-160).

Petitions to transfer assets related to Medi-Cal eligibility, the petitioner shall file an Income and Expense Declaration (Judicial Council form FL-150) and a Property Declaration (Judicial Council form FL-160).

Applies to

Petition

A petition under Probate Code §§2580 or 3100 that affects estate planning must include one copy of all estate planning documents unless the court orders delivery to a custodian.

If a petition under Probate Code section 2580 or section 3100 seeks to provide gifts or otherwise affect the estate planning of the conservatee or incapacitated spouse, said petition shall include one copy of all estate planning documents unless the petitioner obtains an order to deliver the documents to a custodian pursuant to Probate Code section 2586(d).

Applies to

Petition

If the petitioner lacks possession of estate planning documents, the petition must identify the name, address, and telephone number of the person who has them.

If the petitioner does not have possession of the estate planning documents, the petition shall include a statement of the name, address, and telephone number of the person(s) having possession of said documents to enable the court to issue an order for delivery of the documents pursuant to Probate Code section 2586(b).

Applies to

Estate planning documents

Must include

caption

Estate planning documents must be delivered to the court in an envelope or container with a titled cover sheet stating the caption and hearing details, and must be returned at the conclusion of the proceedings.

Estate planning documents subject to subsection (A) shall be enclosed in an envelope or suitable container for delivery to the court. The party submitting the documents shall affix a cover sheet to the envelope or container entitled, “Estate Planning Documents of (name) For In Camera Review Pursuant to Probate Code section 2586” stating: (1) the caption of the case and (2) the date, time, and department of the hearing. Upon conclusion of the proceedings, the documents shall be returned to the party who submitted them.

Applies to

Will

Wills presented to probate must include the unaltered, signed original and one copy for the court.

All Wills presented to Probate shall include the unaltered, signed original Will and one copy for the court.

Applies to

Will

If the person for whom a Will is submitted is deceased, proof of death (death certificate, obituary, or declaration of date of death) is required when the Will is presented.

If the person for whom the Will is being submitted is deceased, proof of death is required at the time the Will is presented. Proof of death shall be in the form of a death certificate, an obituary, or a declaration indicating the date of death.

Applies to

Proof of will

Proof of admissibility must be submitted for each testamentary document, unless a codicil expressly republishes the Will, in which case proof of the codicil's execution is sufficient.

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

Applies to

Proof of subscribing witness

The copy of the Will attached to the proof of subscribing witness must be certified by the attorney of record.

The copy of the Will attached to the proof of subscribing witness shall be certified by the attorney of record.

Applies to

Petition for probate

Petitions to probate a Will/codicil with deletions or interlineations must request a validity determination and include supporting documentary evidence.

A petition for probate of a Will and/or codicil which includes deletions and/or interlineations shall include a request for determination of the validity of said deletions and/or interlineations and include any documentary evidence in support of the petitioner's position.

Applies to

Receipt of depository

The depository receipt must acknowledge the restrictions on withdrawal and contain no liability disclaimers.

When an order restricting withdrawals and reducing bond is obtained under Probate Code section 8483, a receipt of the depository acknowledging the restrictions on withdrawal, without liability disclaimers, shall be filed within 10 days of the order or if the property to be deposited is not then in the possession of the fiduciary, within 10 days of receipt of the property by the fiduciary.

Applies to

Notice of petition

Notice of a petition to admit a lost Will must identify that the Will is lost.

Notice mailed for a petition to admit a lost Will shall identify that the Will is lost.

Applies to

Order admitting will

A copy of the lost Will must be attached to the order admitting the Will to probate.

A copy of the lost Will shall be attached to the order admitting the Will to probate.

Applies to

Petition

If transmutation of ownership is based on a written document, a copy must be filed with the petition.

If there is an alleged transmutation of ownership interests based on a written document, a copy of the document shall be filed with the petition.

Applies to

Petition for special administrator

A special administrator petition seeking authority to defend suits or negotiate claims must request general powers unless it states good cause why notice to creditors under Probate Code §9050 is unnecessary.

If the petition for special administrator requests authority to defend suits or negotiate claims against the estate, then the petition shall pray for general powers, unless good cause is stated why notice to creditors pursuant to Probate Code section 9050 will not be necessary.

Applies to

Notice of proposed action

Must include

certificate of service

The Notice of Proposed Action with proof of service, and any objections, consent, and waiver, must be filed with the court, in addition to CRC rule 7.250 requirements.

In addition to the requirements of California Rules of Court, rule 7.250, the Notice of Proposed Action with proof of service, and any objections, consent, and waiver, shall be filed with the court.

Applies to

Confidential supplement to duties and liabilities

Personal representatives must provide their driver's license number and date of birth in the confidential supplement to duties and liabilities.

The driver's license number and date of birth of personal representatives (other than public officers or trust companies) shall be provided in the confidential supplement to the duties and liabilities required by Probate Code section 8404.

Applies to

Petition for family allowance

A petition for family allowance must state income from outside the estate, itemization of separate property, and monthly expenses.

A petition seeking an allowance shall set forth the income from sources outside the estate available to the person for whom the allowance is sought, as well as an itemization of that person’s separate property and monthly expenses.

Applies to

Declaration of personal representative

If a family allowance petition is not filed by the personal representative, the personal representative must file a declaration of the estate's current assets and liabilities before the hearing.

If the petition is not filed by the personal representative, prior to the hearing on the petition, the personal representative shall file a declaration setting forth the current assets and liabilities of the estate.

Applies to

Petition

In specified summary proceedings, the petition must state the form of record title and character of ownership at all relevant times.

In any summary proceeding under Probate Code section 13150, section 13200, or section 13650 where the court is to consider or determine the character of property as community or separate, the petition shall set forth the form of record title and character of ownership at all relevant times.

Applies to

Petition

In ownership-determination proceedings, the petition must state the form of record title and character of ownership at all relevant times.

In a proceeding to determine ownership of property under Probate Code section 850 et seq. or section 17200 et seq., the petition shall set forth the form of record title and character of ownership at all relevant times.

Applies to

Petition

If record title is based on a written document, a copy must be filed with the petition.

If the form of record title is based on a written document, a copy of the document shall be filed with the petition.

Applies to

Petition for final distribution

Petitions for final distribution must include a report covering asset character, capital transactions, liabilities, compliance declarations, tax status, and change-of-ownership compliance.

Petitions for final distribution shall include a report of the following: (1) The character of all assets as separate or community where there is a surviving spouse; (2) All capital transactions and other actions taken under the Independent Administration of Estates Act, including the amounts of any gains or losses; (3) Disclosure of liabilities and other matters necessary to show the condition of the estate (Probate Code section 10900); (4) Declaration of compliance with Local Rules, rule 4.69 (Petition to Include Proposed Distribution); (5) That no federal or California estate taxes are payable or that they have been paid; (6) 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; (7) Whether the personal representative has complied with the provisions of Probate Code section 8800(d), concerning the change of ownership requirements of Revenue & Taxation Code section 480.

Applies to

Petition for final distribution

If estate taxes are payable or paid, the final distribution petition must state whether taxes were prorated under Probate Code section 970/20100 et seq. or the Will.

If estate taxes are payable or paid: (1) the petition must set forth whether said taxes were prorated pursuant to Probate Code section 970/20100 et seq. or the provisions of the Will.

Applies to

Petition to include proposed distribution

Petitions to include a proposed distribution must set forth the distribution details, Will terms, intestate succession terms, and full proposed trust terms if a testamentary trust is involved.

Details of the proposed distribution shall be set forth either in the body of the petition or by attachment. Terms of the Will as to disposition of property and what is to be distributed under the laws of intestate succession shall be set forth. When the proposed distribution includes establishing a testamentary trust, the proposed terms shall be fully stated in the petition.

Applies to

Petition to include proposed distribution

When a distribution issue is presented, the petition must fully set forth the issue and apparent alternative resolutions for the court's consideration.

Where an issue concerning distribution is presented, the petition shall fully set forth that issue including apparent alternative resolutions for the court's consideration. Distribution issues include interpretation of the Will, validity of a testamentary trust or its provisions, issues of heirship or intestate succession.

Applies to

Petition to include proposed distribution

The caption and notice of hearing must notify affected persons that a distribution issue will be submitted for the court's determination.

The caption and notice of hearing on the petition shall include notice to affected persons that an issue concerning distribution will be submitted for the court's determination.

Applies to

Petition for distribution

Proof of appointment or authorization for a minor distribution must be supported by certified court orders, affidavits or declarations before the hearing.

Proof of appointment or authorization shall be supported by certified court orders, affidavits or declarations prior to the hearing on the petition for distribution.

Applies to

Petition for distribution

The distributee's receipt must be signed by the parent, guardian or custodian.

The distributee's receipt shall be signed by the parent, guardian or custodian

Applies to

Petition for extraordinary services

Petitions for extraordinary services must include the date each service was rendered, in addition to CRC rule 7.702 requirements.

In addition to the requirements of California Rules of Court, rule 7.702, a petition for extraordinary services shall include the date each service is rendered.

Applies to

Supplemental account

A supplemental account must be presented if more than $5,000 in assets are withheld from initial final distribution, unless waived.

A supplemental account shall be presented if assets in excess of $5,000 are withheld from initial final distribution, unless the account has been waived.

Applies to

Consent of testamentary trustee

A testamentary 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 shall be filed prior to the hearing on the petition for distribution.

Applies to

Petition for account approval

Petitions for account approval must include a report affirmatively addressing Probate Code sections 1063(g) and 1064(a) and (b).

A petition for approval of an account shall include a report affirmatively addressing Probate Code section 1063(g) and section 1064(a) and (b).

Applies to

Guardianship account

The first guardianship account must cover a minimum period of nine months from the date of appointment.

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

Applies to

Guardianship account

Accounts in proceedings with multiple wards or conservatees must reflect a separate accounting for each.

Where there are multiple wards or conservatees joined in a single guardianship or conservatorship proceeding, an account shall reflect a separate accounting for each of them.

Applies to

Guardianship account

Each account except a final account must be accompanied by a bond sufficiency report including the total bond posted, blocked accounts and balances, and annual income and assets subject to bonding.

Each account except a final account shall be accompanied by a report on the sufficiency of the bond, including (1) the total amount of bond currently posted; (2) which accounts are blocked and the balances thereof and (3) setting forth the annual income and assets subject to bonding as provided in Probate Code section 2320(c).

Applies to

Financial institution account statement

The financial institution account statement must be the most current statement showing the balance as of the close of the account period.

The financial institution account statement required by Probate Code section 2620(c) shall consist of the most current statement showing the balance as of the close of the account period.

Applies to

Financial institution account statement

Financial institution account statements must be presented in the same sequence as assets in the schedule of property on hand, and the petitioner must highlight the account holder's name and address and the account or property description number on each statement.

The financial institution account statements shall be presented in the same sequence as the assets are listed in the schedule of property on hand. The petitioner shall in addition highlight the following information contained on each account statement: (1) Name, address of account holder; (2) The account or property description number;

Applies to

Conservatorship final account

A final account is required when a conservatorship of an estate terminates.

A final account shall be required on termination of the conservatorship of an estate.

Applies to

Request for approval of fees

Fee schedules not complying with CRC 7.776 will not be accepted to support fee requests.

Trustee fees are based on fee schedules that are not in compliance with California Rules of Court, Rule 7.776 will not be accepted by the court to support a request for fees.

Applies to

Pleading

Pleadings for a pending hearing must show the hearing date, time, and department under the case number on the first page, or state 'No Hearing' if no hearing is set.

All pleadings filed for use at a pending hearing shall bear the date and time of the hearing, and department number in which the hearing is set, under the case number of the first page of the pleading or form. If a hearing is not set, the pleading or form shall bear the words "No Hearing."

Applies to

Agreement or stipulation

A defaulted self-represented party's signature on an Agreement or Stipulation must be notarized by a duly authorized Notary Public.

The signature of a defaulted self-represented party to an Agreement or Stipulation shall be subscribed by a duly authorized Notary Public.

Applies to

Petition private mediation

Must include

proposed order

A request for private mediation must be filed with a Petition (FL/E-LP-601), an Order (FL/E-LP-603), a Declaration of Qualifications (FL/E-FR-411) for each proposed mediator, and a Proof of Personal Service (FL-330).

Written notice of a request for private mediation shall be made by filing a Petition for Private Child Custody Recommending Counseling (local form FL/E-LP-601), together with an Order for Private Child Custody Recommending Counseling (local form FL/E-LP-603), a Declaration of Private Child Custody Recommending Counselor Regarding Qualifications (local form FL/E-FR-411) for each mediator proposed in the Petition, and a Proof of Personal Service (Judicial Council form FL-330).

Applies to

Petition private mediation

Must include

proposed order

Parties may stipulate to private mediation; written notice must be made by filing a Petition (FL/E-LP-601) with an Order (FL/E-LP-603) and a Declaration of Qualifications (FL/E-FR-411) for each proposed mediator.

Parties may stipulate that they would like to go to private mediation in lieu of mediation conducted by the Office of Family Court Services. Written notice of a request for private mediation shall be made by filing a Petition for Private Child Custody Recommending Counseling (local form FL/E-LP-601), together with an Order for Private Child Custody Recommending Counseling (local form FL/E-LP-603) a Declaration of Private Child Custody Recommending Counselor Regarding Qualifications (local form FL/E-FR-411) for each mediator proposed in the Petition.

Applies to

Memorandum to set

To set a case for trial, a party must file a Memorandum to Set (FL/E-LP-625) after satisfying five prerequisites: responsive pleading on file, Preliminary Declarations of Disclosure served/received or waived, discovery responses provided, and meet-and-confer on MSC and trial dates.

A party may set all issues in a case for trial by filing a Memorandum to Set (Family Law) (local form FL/E-LP-625). Prior to filing the Memorandum to Set, the filing party shall have: (1) Verified that a Response, Answer, or other responsive pleading is filed in the case; (2) Served the Preliminary Declaration of Disclosure on all other parties to the action; (3) Received a copy of the other party’s Preliminary Declaration of Disclosure or has obtained a waiver pursuant to Family Code section 2107; (4) Provided responses to discovery propounded under the Discovery Act, excepting that discovery properly objected to; and (5) Met and conferred, or attempted to meet and confer, with all other parties to determine agreed upon Mandatory Settlement Conference and Trial dates.

Applies to

Statement of issues and contentions

The Statement of Issues and Contentions must identify each disputed issue, the party's contention, and supporting legal authority, without extensive argument.

The Statement of Issues and Contentions shall identify each issue in dispute, the contention of the party as to each issue in dispute, and the legal authority supporting the party's contention, excluding extensive argument.

Applies to

Proposed order

Must include

certificate of service

Failure to respond to a proposed order is deemed approval; the preparer must then submit the order with the minute order, proof of service, and a cover letter to the court.

Failure to notify the party ordered to prepare the order within the time required shall be deemed an approval of the order and the party ordered to prepare the order shall then submit the order, together with a copy of the court's minute order from the hearing, a proof of service evidencing service of the proposed order, and a cover letter advising the court of the other party or parties' failure to timely respond, to the court for entry.

Applies to

Media request to permit coverage

Media seeking camera or recording permission in non-confidential delinquency proceedings must file Judicial Council form MC-510.

A California Rules of Court, rule 1.150, the Order on Media Request to Permit Coverage (Judicial Council form (MC-510), must be filed in order to seek the exercise of such discretion.

Applies to

Waiver of rights juvenile dependency

Counsel must assist the parent in completing the Waiver of Rights-Juvenile Dependency (JV-190) in all submitted jurisdictional hearings.

In all submitted jurisdictional hearings, counsel shall assist the parent in completing the Waiver of Rights-Juvenile Dependency (Judicial Council form JV-190).

Applies to

Pre trial statement

Each party must prepare, serve, and file a pre-trial statement whenever a matter is scheduled for a pre-trial conference, unless the court orders otherwise.

Unless otherwise ordered by the court, any time a matter is scheduled for a pre-trial, each party shall prepare, serve, and file a pre-trial statement in conformity with the rules of this chapter.

Applies to

Motion for outside counsel appointment

Must include

proposed order

A filing seeking appointment of outside counsel must include notice, a supporting motion naming the requested attorney and firm and seeking WIC 827 access, supporting documentation, and proposed orders.

(2) The name and firm of the attorney the dependency attorney is requesting the court to appoint (3) A motion pursuant to Welfare and Institutions Code Section 827 requesting the outside attorney access to confidential case information relevant to the child’s injury or claim (D) Upon the filing of notice, supporting motion and documentation, and proposed orders, the court shall address the following:

Applies to

Rehearing application

Each rehearing application must include a statement of reasons the rehearing is requested.

Applications pursuant to Welfare and Institutions Code section 252 for rehearing of a decision by a referee in a dependency proceeding shall be filed in typewritten form and shall include a statement of reasons the rehearing is requested.

Applies to

Rehearing application

Rehearing applications must use local form JC/E-001 as the first page; other documents may be attached and incorporated by reference.

The applicant shall utilize the Application for Rehearing and Statement (local form JC/E-001). Other documents may be attached to local form JC/E-001 and incorporated by reference therein, but the court will not accept for filing an application that does not utilize the form as the first page of the application.

Applies to

Psychological assessment order

Parties requesting psychological assessment or evaluation orders must use the specified local forms (JC/E-327 or JC/E-326).

All parties requesting a court order for a psychological and related assessments and evaluations, shall use the appropriate local form: Court Ordered Psychotropic Medication Evaluation or Mental Health Assessment – For Children (local form JC\E-327) or Court Ordered Psychological/Psychiatric Evaluation or Mental Health Assessment – For Parent(s) (local form JC\E-326).

Applies to

Motion to withdraw

Motions to withdraw must be in writing and include a signed affidavit prepared and served per CRC 3.1362 unless the court orders otherwise.

Unless otherwise ordered by the court, a motion to withdraw as attorney of record shall be in writing and shall include a signed affidavit prepared and served in compliance with California Rule of Court, rule 3.1362.

Applies to

Motion to withdraw

Motions to withdraw must include identifying information about the children, case numbers, client, client status, next hearing, and home court department.

The motion must include the full name(s) of the child(ren), the case number(s), the full name of the client, the client’s status in the case (e.g., child, parent, guardian, de facto parent), the date and type of the next scheduled hearing, and the home court department.

Applies to

Ex parte application

Ex parte applications must be submitted on local form JC/E-335 (Juvenile Ex Parte Application and Declaration Re Notice).

Ex parte applications may be submitted on Juvenile Ex Parte Application and Declaration Re Notice (local form JC/E-335), a copy of which is available on the Court’s website.

Applies to

Icwa 101 form

The social worker must submit the original ICWA-101 form to the assigned department before or at the hearing for the judicial officer to verify and certify.

The social worker shall submit the original ICWA-101 form to the assigned department prior to or at the hearing. At the hearing, the judicial officer will verify the parent’s/Indian Custodian’s signature on the ICWA-101 form and certify the form by signing on page 3.

Applies to

Ex parte application

Ex parte applications must contain a statement concerning notice, set forth by affidavit or declaration, showing that interested parties were informed, that the applicant attempted but could not inform them, or why notice should be excused; otherwise the application may be summarily denied.

An ex parte application that does not contain a statement concerning notice may be summarily denied. Ex parte applications shall set forth by affidavit or declaration the following: (1) that within the time prescribed in subparagraph (2) below, the applicant has informed other interested parties when and where the application would be made; or (2) that the applicant attempted to inform an interested party or the party's attorney but was unable to do so, specifying the efforts made to inform the party; or (3) that for reasons specified, the applicant should not be required to inform the interested party or the party's attorney.

Applies to

Ex parte notice

Notice of an ex parte application must include a specific statement of the nature of the order sought.

Notice shall include a specific statement of the nature of the order sought.

Applies to

Ex parte medical request

Requests for medical, surgical, dental, or other remedial care may be presented ex parte only when the minor is not a ward and an objecting parent/guardian received notice of the request and hearing, or when the minor is a ward of the court.

Requests for authorization for medical, surgical, dental or other remedial care may be presented to the court on an ex parte basis only in the following circumstances: (1) The minor is not a ward of the court and a parent, guardian, or person standing in loco parentis has been contacted and objects to, or is unwilling to authorize, the provision of care found to be medically necessary and the person objecting to the care has been given notice of the ex parte request and the date and time that a hearing is requested to obtain the order; (2) The minor is a ward of the court.

Applies to

Application for rehearing

Rehearing applications must include a statement of reasons for the requested rehearing.

Applications for rehearing of a decision by a referee or Commissioner assigned as a referee pursuant to section 252 shall be filed in typewritten form and shall include a statement of reasons the rehearing is requested.

Applies to

Application for rehearing

Rehearing applications must use local form JC/E-001 as the first page; other documents may be attached and incorporated by reference.

The applicant shall utilize an Application for Rehearing and Statement (local form JC\E-001), a copy of which is available on the Court's website and at the appropriate juvenile court filing counter. Other documents may be attached to local form JC\E-001 and incorporated by reference therein, but the court will not accept for filing an application that does not utilize the form as the first page of the application.

Applies to

Declaration for emergency removal

A minor may be immediately removed from the Youth Detention Facility and transported to SCMHTC upon filing a declaration with the Juvenile Court containing specified content about the declarant's qualifications and evaluation findings.

Absent further order of the court, any previous court order that a minor shall be detained in the Sacramento County Youth Detention Facility is suspended, and the minor shall be immediately removed from such facility by the probation officer and transported to the Sacramento County Mental Health Treatment Center (SCMHTC), upon the filing of a declaration with the Juvenile Court containing all of the following: (1) The declarant is a mental health clinician assigned to the Youth Detention Facility (designated by the Sacramento County Department of Health and Human Services, Mental Health Division pursuant to section 5585.50) or is a probation officer assigned to the Youth Detention Facility; (2) The declarant conducted an evaluation of the minor and as a result believes that the minor has a mental disorder which renders the minor a danger to himself/herself, a danger to others, or gravely disabled;

Applies to

Discovery motion

A formal motion to compel discovery must be supported by a declaration stating facts showing the opposing party's failure to comply with the informal discovery request and specifying the particular items not disclosed.

A formal motion for an order to compel discovery shall be supported by a declaration stating facts showing a failure by the opposing party to comply with the informal request for discovery. The declaration shall specify in particular those items not disclosed in response to any informal request for discovery.

Applies to

Declaration

Good cause for shortened notice on an Election Writ merits hearing may be established by a declaration filed concurrently with the verified petition.

Absent a showing of good cause, which may be established by declaration filed concurrently with the verified petition, the Court will not set a merits hearing for an Election Writ on less than four court days’ notice to the respondent(s) and any real party(ies) in interest.

Applies to

Documents filed by public entity

Filing a digitally signed document constitutes a representation that the signer's certificate is maintained and will be produced to the Court upon request.

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

Applies to

Motion

Motions for approval of class action or PAGA settlements must follow the same order as the court's checklist.

The motion shall follow the same order as this checklist, as that is how the court will review the motion.

Applies to

Settlement agreement

When using a model class action or PAGA settlement agreement, moving counsel must provide a redline version showing any modifications.

When the parties use a model agreement, moving counsel shall provide a redline version showing any modifications to the model agreement.

Applies to

Joint case management statement

The joint CMC Statement must itemize and report all matters discussed during the meet-and-confer session.

All matters discussed during the meet-and-confer session shall be itemized and reported in the joint CMC Statement.

Applies to

Joint case management statement

The Court will not consider individual CMC statements; only the joint statement is accepted.

Individual statements will not be considered.

Applies to

Joint case management statement

If no meet-and-confer occurs or some issues are not discussed, the parties must provide a brief and reasonable explanation to the Court.

If no meet-and-confer session occurs, or if some of the issues under # 1 are not discussed, the parties shall provide the Court with a brief and reasonable explanation.

Applies to

Cmc appearance

Counsel and self-represented parties appearing at the CMC must be thoroughly familiar with the case and prepared to discuss and commit to their positions.

Counsel for each party and each self-represented party who appears at the CMC shall be thoroughly familiar with the case, and must be prepared to discuss and commit to the party's position on the issues outlined in # 1 above.

Applies to

Master party list

The master party list must include each party's name and complaint(s), counsel names and contact information, party status, and any other pertinent case management information.

the following information: (a) name of each party and the complaint(s) to which they are a party; (b) the names and contact information of their respective counsel; (c) the status of the party (e.g., served, appeared, settled, dismissed, etc.); and (d) any other information pertinent to case management.

Applies to

Master party list

An up-to-date master party list must be attached to all Joint CMC Statements, Notices of Settlement, and Requests for Dismissal.

The parties shall attach an up-to-date master list to all Joint Case Management Statements, Notices of Settlement, and Requests for Dismissal filed in this case.

Applies to

Tentative ruling

Parties must review the tentative ruling in its entirety and be prepared to address all issues outlined in it, including possible updates to the CMC date/time.

It is imperative for the parties to review the tentative ruling in its entirety. The ruling may include important updates for the parties, including possible updates to the date/time of the CMC. The parties shall be prepared to address all issues outlined in the Court's ruling.

Applies to

Paga early evaluation confidential statement

Confidential PAGA EEC statements and supporting evidence submitted to the EEC department must be clearly marked "CONFIDENTIAL MATERIALS RELATED TO PAGA EARLY EVALUATION CONFERENCE. NOT TO BE FILED."

For EECs that are conducted by the court, the confidential statements and supporting evidence described in Labor Code sections 2699.3(f)(3)(B), (C), and (E) shall be submitted by email or lodged submission only to the department in which the EEC is calendared. The materials emailed or lodged shall be clearly marked "CONFIDENTIAL MATERIALS RELATED TO PAGA EARLY EVALUATION CONFERENCE. NOT TO BE FILED."

Applies to

Pleading

Self-represented litigants' name, address, and phone number must appear at the top of all filed pleadings.

The name, address and phone number of the litigant who is representing him/herself must appear at the top of all filed pleadings.

Applies to

Authorization for non attorney court document preparer

Family law and probate litigants using a non-attorney document preparer as courier must file an Authorization for Non-Attorney Court Document Preparer (form FL/E-LP-609 or PR/E-LP-021).

A litigant in a family law or probate case designating a non-attorney court document preparer to act as a courier to submit documents for processing or to receive endorsed copies of documents from the court shall file an Authorization for Non-Attorney Court Document Preparer (local form FL/E-LP-609 or local form PR/E-LP-021).

Applies to

Writ of execution or abstract of judgment

Except in matters subject to the Electronic Filing Program, a file-endorsed copy of the judgment(s) and memos of costs must be submitted to obtain a writ of execution/possession or abstract of judgment.

Except as to matters subject to the Electronic Filing Program, a file-endorsed copy of the judgment(s) and memos of costs, if applicable, shall be submitted for issuance of writ of execution or possession and/or abstract of judgment.

Applies to

Petition

Petitions for final discharge must include filed endorsed copies of all proper receipts.

Petitions shall include filed endorsed copies of all proper receipts.

Applies to

Request for correction

Any interested party may correct inaccurate e-filing header data by filing a Request for Correction; corrections are made without notice and do not constitute an amended filing.

In the event that an inaccuracy in the data is discovered subsequent to submission, any interested party may request that the data be corrected by filing a "Request for Correction" with the court. Such errors may be corrected without notice and shall not constitute an amended filing.

Applies to

Photography request form

Members of the public must submit a completed request form to obtain prior written permission to photograph or record in a courthouse facility.

A member of the public, who is not Media, who seeks to photograph, or record in a courthouse facility must request and receive prior written permission by submitting a completed request form to the Public Information Office/Court Executive Office in a timely manner at 720 Ninth Street, Room 611 or by email at SSCPIO@saccourt.ca.gov to seek prior approvals.

Applies to

Media request form

Media seeking coverage must file a completed Judicial Council form MC-500 accompanied by form MC-510.

Media or media agency seeking to perform Media coverage must strictly comply with California Rules of Court, rule 1.150(e), including the timely filing of a fully completed Judicial Council form MC-500 Media Request to Photograph, Record, or Broadcast, accompanied by a form MC-510 Order on Media Request to Permit Coverage.

Applies to

Digital evidence

Parties presenting digital evidence must comply with the court's Digital Evidence policy.

Parties presenting digital evidence must comport with the court’s Digital Evidence policy. The policy is located on the court’s website on the Exhibits webpage.

Applies to

Local form

Mandatory local civil forms must be used whenever applicable, using the current version available on the Court's website.

Local forms adopted for mandatory use shall, whenever applicable, be used. The current version of each of these forms is available for viewing and downloading on the Courts website.

Applies to

Proposed order

If a moving party submits a proposed order and no opposition is filed, the court may deem the non-opposing party to have approved the proposed order's form, except as to sanctions.

If the moving party has served and submitted a proposed order with the moving papers, and no opposition to the motion is filed, the court may deem that the party who failed to oppose the motion has approved the form of the proposed order, except as to any sanctions included in the proposed order.

Applies to

Document

Documents must include the attorney's bar number, firm name, address, email address, and telephone number as part of the document.

number, firm name, address, email address, and telephone number are included as part of the document.

Applies to

Motion

A party joining another party's motion must comply with all motion-filing procedural requirements (filing fees, notice, format, and service) or the papers will not be treated as a separate motion and no relief will be granted.

If a party desires to receive the same relief as another party and files papers "joining" another party's motion, the court will not consider the papers to be a separate motion and will not grant relief to the party joining the motion unless that party has complied with all procedural requirements for the filing of motions, including payment of filing fees, proper notice, format of motion and method of service.

Applies to

Application for order of examination

Applications for orders of examination must include a file-endorsed copy of the Judgment as an exhibit if the judgment was entered before November 13, 2007.

A file-endorsed copy of the Judgment, if entered prior to November 13, 2007, shall be submitted as an exhibit to the application.

Applies to

Motion to continue trial date

Motions to continue a trial date must include the moving attorney's availability calendar covering the 90-day period after the current trial date (if no new date is requested) or the 60-day period after the requested new date.

For the purpose of assigning a trial date in the tentative rulings, all motions to continue a trial date shall include the moving party's attorney's calendar showing the attorney's availability as follows: (a) If no new trial date is requested, for the 90-day period following the current trial date. (b) If a new trial date is requested, for the 60-day period following that date.

Applies to

Opposition

All other parties must file papers showing their attorneys' calendars within the opposition filing deadline, whether or not they oppose the continuance motion.

All other parties, whether or not they oppose the motion to continue the trial date, shall, within the time limits for filing an opposition, file papers showing the attorney's calendars for the time period specified above.

Applies to

Motion

Certain motions — including motions in limine, new-trial motions, motions to stay judgments, statement-on-appeal proceedings, and post-trial cost and fee motions — must be made to the trial judge.

The following motions shall be made to the trial judge: (1) Motions in limine; (2) Motions for new trial, or to set aside and vacate a judgment and enter a different judgment pursuant to the provisions of Code of Civil Procedure section 663; (3) Motions to stay judgments; (4) Proceedings to settle any statement on appeal; (5) Motion to tax costs after trial; (6) Motion for attorney’s fees after trial.

Applies to

Judgment

Judgment forms submitted for the trial judge's signature must show full party names in their pleading capacities, use names as they appear in the pleadings (or obtain an amendment order), and include a blank space for costs unless costs are already fixed.

In drafting forms of judgment for the trial judge to sign, counsel shall: (A) Clearly show the full names of the parties for whom, and against whom, the judgment is rendered, including their capacities as plaintiffs, defendants, cross-complainants and cross-defendants. (B) Refer to such full names as they appear in the pleadings, or obtain an order amending the pleadings in respect to such names. (C) Unless costs have already been awarded in a specific amount, leave a blank space for insertion of any costs, as follows: " . . . and costs in the sum of $ _."

Applies to

Proposed judgment

The proposed judgment form must be a separate document from the written stipulation for judgment, though a copy may be attached as an exhibit or incorporated by recital.

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. A copy thereof may be attached as an exhibit to, or incorporated by recital in, such stipulation.

Applies to

Notice of motion or hearing

All notices of motions or hearings in writ proceedings must include the tentative ruling language set out in Local Rule 1.06.

All notices of motions or hearings must contain the tentative ruling language in Local Rule 1.06.

Applies to

Amended complaint cross complaint

Must include

caption

Amended complaints and cross-complaints must list all party names in the case caption or in an addendum.

(A) A party filing an amended complaint or cross-complaint shall list the names of all parties in the case caption or include an addendum to the document listing all party names.

Applies to

Exhibits

Must include

caption, case number

Electronic exhibits must be labeled with the case number, case title, and exhibit number/letter designation and must include a declaration describing the medium's contents.

All exhibits submitted in an electronic medium must be labeled with the case number, case title and exhibit number/letter designation and be accompanied by a declaration providing a general description of the contents of the medium.

Applies to

Motion

Deposition transcripts may not be lodged unless requested; pertinent portions must be attached as exhibits and incorporated by reference in a declaration.

Lodging of deposition transcripts is not permitted unless requested by the court. Copies of pertinent portions of depositions shall be attached as exhibits to the motion and incorporated by reference in a declaration.

Applies to

Default judgment

Default judgments requested by affidavit under CCP 585(d) must be submitted to the courtroom clerk in the law and motion department; if the court requires personal testimony, the moving party must arrange a hearing date with the clerk.

If a default judgment is requested by affidavit pursuant to Code of Civil Procedure section 585(d), the request and accompanying declarations shall be submitted to the courtroom clerk in the appropriate law and motion department. If, after reviewing the materials submitted, the court determines that personal testimony is required, the clerk shall so advise the moving party. If testimony is required, the moving party must notify the law and motion clerk to arrange a hearing date.

Applies to

Discovery motion

Motions seeking monetary sanctions under the Civil Discovery Act must state in the notice of motion that sanctions are sought and against whom, and must be supported by appropriate legal authority.

When seeking monetary sanctions under the Civil Discovery Act, the requesting party must so state in the notice of motion, and state against whom sanctions are sought. The request must be supported by the appropriate legal authority (e.g., interrogatories, Code of Civil Procedure section2030.290.)

Applies to

Discovery motion

Sanctions motions must include a declaration with facts supporting the amount sought (service provided, date of service, attorney's fee); conclusory allegations of reasonableness are insufficient.

The motion shall be accompanied by a declaration setting forth facts supporting the amount of any monetary sanctions sought, including the service provided, the date of service, and the attorney's fee for the service. Conclusory allegations that the amount of sanctions sought is reasonable are insufficient to support the request.

Applies to

Discovery motion

Discovery motions in limited civil cases must comply with Code of Civil Procedure section 94 et seq. where applicable.

Motions regarding discovery in limited civil cases shall comply with Code of Civil Procedure section 94 et seq., if applicable.

Applies to

Objection

A response objecting that discovery violates CCP section 94 must specifically set forth how the discovery violates that section; failure to timely object waives the objection.

If discovery is sought in violation of Code of Civil Procedure section 94, it is a sufficient response to object on the ground of violation of that section, setting forth specifically the manner in which the discovery sought violates that section. Failure to timely so object will be deemed a waiver of such objection.

Applies to

Discovery motion

Motions to compel or limit discovery in which relevancy is at issue must include a synopsis of each pertinent cause of action and defense so the court need not read the pleadings.

Where an order compelling or limiting discovery is sought, and relevancy to the subject matter is in issue, the moving papers shall set forth a synopsis of each pertinent cause of action and each defense in a manner sufficient that it will not be necessary for the court to read the pleadings.

Applies to

Case management document

All CMP case management documents must include the date, time, and department where the matter is set for hearing.

All program case management documents shall include the date, time, and department where the matter is set for hearing.

Applies to

Case management statement

Parties must use the Judicial Council-mandated form for Case Management Statements.

In filing the Case Management Statements, parties shall utilize the form mandated by the Judicial Council.

Applies to

Certificate of short cause

Short cause certification must be entered on a Certificate of Short Cause (local form CV\E-131).

The certification shall be entered upon a Certificate of Short Cause (local form CV\E-131) located on the Court's website.

Applies to

Declaration requesting sanctions

An arbitrator may lodge a declaration requesting sanctions against a party or attorney who failed to meaningfully participate, and the Court will issue an order to show cause.

In the event of such failure to meaningfully participate, the arbitrator may present a declaration to the court requesting sanctions against the offending party or attorney. The declaration shall be lodged with the Court, and an order to show cause shall be issued and set for hearing.

Applies to

Declaration requesting msc exemption

A declaration requesting exemption from the Mandatory Settlement Conference Program must state the grounds for the exemption.

The declaration shall state the grounds for the exemption.

Applies to

Mediation program statement

The Mediation Program Statement and supporting material must be detailed enough to allow the mediator to facilitate meaningful negotiations.

The statement and supporting material must be sufficiently detailed to enable the mediator to facilitate meaningful negotiations.

Applies to

Mediation program statement

Counsel must certify a good faith belief in the accuracy of the Mediation Program Statement and certify knowledge of the mediation rules.

Counsel shall certify good faith belief in the accuracy of the information provided and shall certify knowledge of the requirements of these rules.

Applies to

Mediation program statement

In personal injury actions, the Mediation Program Statement must include a current statement of all economic damages claimed, and counsel must bring corroborating evidence and pertinent medical reports/records to mediation.

In personal injury actions, counsel for each party claiming damages shall bring pertinent medical reports and records to the mediation. The Mediation Program Statement shall include a current statement of all economic damages claimed and counsel shall have corroborating evidence at the mediation for examination by the mediator.

Applies to

Mediator statement

The mediator's statement must be submitted on Judicial Council form ADR-100 and advise the court of the mediation outcome.

Within 10 calendar days of the conclusion of the mediation, the mediator shall file a statement on Judicial Council form ADR-100, advising the court whether the mediation ended in full agreement, partial-agreement, or no agreement.

Applies to

Certificate

Short-cause civil trials are set for trial by judicial order after review of a Limited Civil Case Status Memorandum or upon filing a Certificate per Local Rule 2.52.

All short-cause civil trials shall be set for trial either by judicial order after review of a Limited Civil Case Status Memorandum or upon filing a Certificate in compliance with Local Rule 2.52.

Applies to

Notice of settlement

When a case with a trial date settles, the parties must immediately notify the court (plaintiff primarily) by letter of confirmation or filing a Notice of Settlement.

Whenever a case assigned a trial date settles, the parties shall immediately notify the court. The plaintiff has the primary obligation to notify the court. Notification must be made by a letter of confirmation or the filing of a Notice of Settlement.

Applies to

Settlement conference statement

Settlement Conference Statements must be in writing, follow the court's format, be sufficiently detailed (normally 3-10 pages), and include counsel's certifications of accuracy and awareness of the rules.

The Settlement Conference Statement shall be in writing and comply with the format set forth in the example, which may be obtained on the Court's website. The statement and supporting material (normally 3 to 10 pages) must be sufficiently detailed to enable the Supervising Settlement Judge and the settlement conference temporary judge to conduct a meaningful settlement conference. Counsel shall certify his/her good faith belief in the accuracy of the information provided and shall certify that he/she is fully aware of the requirements of these rules.

Applies to

Settlement conference statement

In personal injury cases, counsel must bring all examining doctors' reports and records, include a current, itemized, totaled, and categorized list of special damages in the Settlement Conference Statement, and have corroborating evidence at the conference.

The attorney(s) for each party claiming damages for personal injuries (including psychological injuries) shall bring all reports and records of all examining doctors to the conference, shall include a list of all special damages claimed in the settlement conference statement, and shall have corroborating evidence at the settlement conference for examination by the Supervising Settlement Judge and the settlement conference temporary judge. In personal injury actions, the special damages for each plaintiff shall be current, listed separately, totaled, and categorized as health care (including medical, hospital, ambulance, and drugs) and loss of earnings, if any.

Applies to

Settlement conference statement

Waiver of settlement conference rules is disfavored and requires good cause, and settlement conference statement requirements under subdivision (D) cannot be waived absent extraordinary circumstances.

Waiver of the provisions of this chapter is disfavored. However, the court may, in its discretion, waive any provisions for good cause; provided that the court shall not waive the provisions of subdivision (D) relating to settlement conference statements in the absence of extraordinary circumstances.

Applies to

Jury instructions

Pinpoint or special jury instructions must be accompanied by case or statutory authority following the text of the instruction.

If pinpoint or special jury instructions are offered, counsel shall provide case or statutory authority for the offered instruction following the text of the instruction.

Applies to

Settlement approval motion

Parties must comply with the settlement checklist and structure preliminary/final approval motions in the same order as the checklist.

All parties shall carefully review the checklist and fully comply with each applicable item to ensure a prompt ruling from the Court. The preliminary and final approval motion must follow the same order as the checklist, as that is how the Court will review the motion.

Applies to

Request for exemption from mandatory electronic filing

Must include

proposed order

An attorney requesting an e-filing exemption must file with the clerk's office a Request for Exemption on JCC form EFS-007 with a Proposed Order on JCC form EFS-008.

An attorney requesting an exemption shall file with the clerk’s office and serve on all parties a Request for Exemption from Mandatory Electronic Filing and Service (JCC form EFS-007) with a Proposed Order (JCC form EFS-008).

Applies to

Application for appointment of guardian ad litem

Where the guardian ad litem nominee is a plaintiff in the same action or a participant in the underlying transaction, the application must be accompanied by declarations under penalty of perjury establishing that no other parent, relative, or friend will accept appointment and that the nominee's attorney finds no conflict of interest.

When an application is made for appointment of a guardian ad litem and the nominee for appointment is a plaintiff in the same action with the ward or in some manner was a participant in the transaction or occurrence giving rise to the alleged injury to the ward, the nominee will ordinarily not be appointed unless the application is accompanied by: (A) A declaration under penalty of perjury setting forth facts establishing that no other parent, relative, or friend can or will accept the appointment of guardian ad litem for the minor in the action; and (B) A declaration under penalty of perjury by the attorney for the nominee stating that the attorney, having investigated the circumstances, has represented to the nominee and represents to the court that there is no conflict of interest between the nominee and the minor if the nominee is appointed the guardian ad litem.

Applies to

Court ordered trust

Trusts created by Probate Court order for minors or incompetent adults will ordinarily be required to include provisions requiring a trustee bond, prior court approval for gifting/borrowing/loans/sales and fee payments, payment of court-approved investigation and administration costs, and prior court approval for advisory committee appointments and fees.

A trust created by order of the Probate Court for the benefit of a minor or incompetent adult pursuant to Probate Code section 2580 et seq., section 3100 et seq. or section 3600 et seq. will ordinarily be required to contain the following provisions to be effective during the lifetime of the incompetent adult or during the minor’s minority. (1) Trustee must post bond for assets and income of the trust. (2) Trustee shall obtain prior court approval for gifting, hypothecation, borrowing, loans, and sales of assets as would be required by a guardian or conservator of the estate. (3) Prior court approval shall be required for payments of fees to attorneys, conservators, guardians and trustees. (4) The trust shall pay for court approved court investigation costs, fees for guardians, conservators, their attorneys and court-appointed counsel as well as other costs of administration approved by the court. (5) Prior court approval shall be required for appointment of advisory committee members and for requested fees.

Applies to

Pleading

Pleadings for a pending hearing must show the hearing date, time, and department number under the case number on the first page; if no hearing is set, the pleading must state 'No Hearing.'

All pleadings filed for use at a pending hearing shall bear the date and time of the hearing, and department number in which the hearing is set, under the case number on the first page of the pleading. If a hearing is not set, the pleading shall bear the words "No Hearing."

Applies to

Amended pleading

Amended pleadings must identify deleted and added allegations with their page, paragraph, and line number locations.

All amended pleadings and amendments to pleadings shall: (a) State what allegations in the previous pleading are proposed to be deleted, if any, and where, by page, paragraph, and line number, the deleted allegations are located; and (b) State what allegations are proposed to be added to the previous pleading, if any, and where, by page, paragraph, and line number, the additional allegations are located.

Applies to

Amended pleading

Amended pleadings must generate a new hearing date, provided at filing.

All amended pleadings and amendments to pleadings shall generate a new hearing date, which will be provided at filing.

Applies to

Response to calendar notes

A written response to probate calendar notes must be captioned 'Response to Calendar Notes,' list each note in paragraph form, attach endorsed copies as exhibits when proof is required, and be signed and verified under Probate Code sections 1020-1023.

A written response to probate calendar notes shall be captioned “Response to Calendar Notes.” The response shall list each calendar note and each note shall be written in paragraph form directly below the corresponding calendar note. If a calendar note requires proof of a filed document, an endorsed copy shall be attached as an exhibit to the response. The response shall be signed and verified pursuant to Probate Code sections 1020 through 1023.

Applies to

Filing

The filing party must notify the court of Public Defender or County Counsel involvement at the time of filing.

The filing party shall notify the court of the Public Defender or County Counsel’s involvement at the time of the filing.

Applies to

Notice

All notices required to be published, except the notice under Probate Code section 8120, must be captioned 'Notice of Hearing' followed by the general nature of the petition.

All notices required to be published (except the notice required by Probate Code section 8120) shall be captioned with the words "Notice of Hearing" followed by the general nature of the petition.

Applies to

Petition

When a clerk's posted notice is required, a completed Notice of Hearing form (DE-120, GC-020, or GC-020(c)) and all necessary copies must be presented with the petition.

When a clerk's posted notice is required, a completed Notice of Hearing (Judicial Council forms DE-120, GC-020 or GC-020(c)) together with all necessary copies shall be presented concurrently with the petition.

Applies to

Petition

Petitions must list the names, addresses, and notice-entitling status of all persons entitled to notice.

In all petitions, the names and addresses of the persons entitled to notice shall be set forth along with the status entitling the person to notice (e.g., "heir," "beneficiary," or "filed request for special notice").

Applies to

Request to reset

To reset a calendared matter, the petitioner must submit a written request to drop the current setting (specifying date and time) and provide copies of the drop request and first page of the petition to the Probate Court.

When a matter on calendar is to be reset, the petitioner shall request in writing that the current setting be dropped (specifying the date and time of the setting). A copy of the drop request and a copy of the first page of the petition shall then be provided to the Probate Court to reset the matter.

Applies to

Objection

Objections to calendared matters must not include requests for affirmative relief (except surcharge on an account); such requests require a separate noticed petition.

A request for affirmative relief, other than a request for surcharge on an account, shall not be included in an objection to matters on calendar and shall not be considered except upon filing a separate petition, calendared for hearing and noticed as required by law.

Applies to

Local form PR/E-LP-002

All parties appearing in a contested matter must serve and file local form PR/E-LP-002.

All parties to a contested matter who make an appearance shall serve and file local form PR/E-LP-002.

Applies to

Written confirmation

Before trial, parties must file written confirmation that all objecting parties have exchanged copies of exhibits to be offered into evidence, excluding rebuttal or impeachment exhibits.

File written confirmation that each of the objecting parties has exchanged copies of all exhibits which may be offered in evidence, except exhibits that will be used for rebuttal or impeachment.

Applies to

Stipulation list

On the day of trial, parties must provide a list of exhibits to be admitted by stipulation and identify in writing all facts to be stipulated.

Provide a list of all exhibits that will be entered into evidence by stipulation. Identify in writing all facts to which a stipulation will be entered.

Applies to

Order

All court orders must include names of persons, property descriptions with assessor's parcel number and legal description, affected money amounts, trust terms, and lease or agreement provisions.

All orders issued by the court shall set forth 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.

Applies to

Order

Trust-related orders must include the names of current beneficiaries and their dates of birth when distributions are conditioned on age.

In addition to the requirements of California Rules of Court, rule 7.650(b), the names of current beneficiaries of the trust, along with their dates of birth if distributions are conditioned upon the beneficiaries having attained certain ages, shall be included in the order.

Applies to

Motion for attorney fees

Court-appointed attorneys must request payment for compensation and expenses by filing a Motion for Attorney Fees.

An attorney appointed by the court pursuant to Probate Code section 1470 and section 1471 shall request payment for compensation and expenses by filing a Motion for Attorney Fees.

Applies to

Ex parte application

All ex parte applications and petitions must be accompanied by the local Declaration of Notice of Ex Parte Application form (PR-E-LP_036) and Attachment (PR-E-LP-043) as needed.

All applications and petitions shall be accompanied by local form Declaration of Notice of Ex Parte Application (PR-E-LP_036) and Attachment (PR-E-LP-043) as needed.

Applies to

Document drop off sheet

The moving party must provide the court with current telephone numbers and email addresses for all parties and their attorneys using form FL/E-LP-668.

Provide the court with current telephone numbers and emails addresses for all parties and their attorney’s using the Document Drop-Off Sheet for Domestic Violence and Ex Parte Applications form (FL/E-LP-668). This will allow the court to contact all parties if they need to appear for a hearing.

Applies to

Declaration

A party requesting waiver of notice for emergency orders must file a written declaration.

A party may ask the court to waive notice to all parties and their attorneys of the request for emergency orders. To make the request, the party must file a written declaration

Applies to

Petition for guardianship

Guardianship petitions must include the proposed guardian's rap sheet and fingerprint live scan (Form BCIA 8016 at a certified Live Scan site), with the proposed guardian bearing the cost.

When filing any Petition for Guardianship, the filing counsel or party shall submit a rap sheet and a fingerprint live scan for the proposed guardian. Proposed guardians shall submit to the background check by completing Form BCIA 8016 and having fingerprints taken at a Public Applicant Live Scan Site, as certified by the State Department of Justice. The proposed guardian shall be responsible for the cost of the Live Scan.

Applies to

Response

A response to a child custody evaluator complaint must be in writing.

Said response shall be in writing and copies of the response shall be served on all parties.

Applies to

Petition for guardianship

Guardianship petitions must allege whether the minor has been or is a party to a civil action claiming monetary damages and, if so, state the action's file number and court (UCCJEA Declaration, Form FL-105).

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. If the minor(s) is such a party, the file number of the action shall be indicated, as well as the name of the court in which the case is pending (Declaration Under Uniform Child Custody Jurisdiction and Enforcement Act (UCCJEA) (Judicial Council form FL-105)).

Applies to

Petition for guardianship

Children with a common parent must be included in the same guardianship petition; otherwise separate petitions and case numbers are required.

Children with a common parent shall be included in the same petition. Otherwise, separate petitions and case numbers shall be required.

Applies to

Request for minors funds

Requests to use a minor's funds must be supported by an Income and Expense Declaration (FL-150) and a Property Declaration (FL-160).

A request for funds shall be supported by an Income and Expense Declaration (Judicial Council form FL-150) and a Property Declaration (Judicial Council form FL-160).

Applies to

Petition under probate code 3410

Petitions under Probate Code § 3410 et seq. must be filed as separate proceedings in the minor's name and state jurisdictional facts, the fund holder, amount to be paid, fees/costs, payee, and where net proceeds will be deposited.

Petitions filed under Probate Code section 3410 et seq. shall be filed in a separate proceeding under the name of the minor, and shall set forth jurisdictional facts and state the current holder of the funds, amount to be paid, requested amount of fees and costs and to whom and the net proceeds to be deposited in a specific bank or savings and loan association in the manner provided by law.

Applies to

Petition for conservatorship

Conservatorship petitions must include the proposed conservator's rap sheet and fingerprint live scan.

When filing any Petition for Conservatorship, the filing counsel or party shall submit a rap sheet and a fingerprint live scan for the proposed conservator.

Applies to

Written waiver of guardianship account

A ward who has reached majority must personally confirm a waiver of the guardian's account, or file a 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.

Applies to

Guardianship final account

The guardianship 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.

Applies to

Petition for approval of trust accounting

Petitions for approval of trust accountings with fee disbursements must include a declaration supporting the fees.

A petition for approval of a trust accounting that includes disbursements for trustee fees or attorney fees shall include a declaration to support the payment of fees stated in the accounting.

Applies to

Petition for approval of trust accounting

Trustees must explain how reasonable fees were calculated when authorized by the trust or Probate Code section 15681.

If “reasonable fees” are authorized by the trust or if compensation is paid based on Probate Code section 15681, the trustee shall set forth how the “reasonable fee” was calculated. Trustee fees which are provided in the Trust instrument subject to review and determination of the court shall also set forth how the fees were calculated.

Applies to

Request for approval of fees

Fee approval requests must comply with CRC 7.776, categorize services with hourly rates and hours, and state total hours and fees.

Requests for approval of fees shall comply with California Rules of Court, Rule 7.776 and shall categorize the services performed and state the hourly rate, hours performed and amount of fees rendered for each category of services. Each request shall also include a statement of the total hours and total amount of fees incurred for the accounting period.

Applies to

Request for approval of fees

Trustee compensation up to 1% of asset value per annum is presumed reasonable; above that, a detailed fee justification is required.

Trustee compensation shall be presumed reasonable if the total compensation requested does not exceed one percent (1%) per annum of the fair market value of the assets at the end of the accounting period for all services rendered during the account period by Trustee and its affiliates that provide administrative and financial Trust management services. If the total compensation requested exceeds one percent (1%) per annum of the fair market value of the assets at the end of the accounting period, then the request must be supported by a detailed description of the services rendered, their necessity, benefit to the estate, expertise required, time expended, and hourly rate.

Applies to

Petition for approval of trust accounting

Petitions must disclose affiliates acting as investment advisors or financial managers and their compensation.

If the Trustee engages affiliates who act as investment advisors or financial managers, the Petition must disclose the affiliate, the affiliate’s total compensation, and state how compensation was calculated.

Applies to

Trust accounting

Trust accountings must categorize receipts and disbursements into sub-schedules for income sources or payees with more than twelve entries.

A schedule for receipts and for disbursements shall be categorized into sub-schedules reflecting the particular income sources or payees from whom there are more than twelve entries per accounting period.

Applies to

Trust accounting

Trust accounting disbursement schedules must separately list all compensation paid to fiduciaries, attorneys, or accountants.

A schedule for disbursements shall contain a separate listing for all compensation paid to any fiduciary, attorney or accountant during the accounting period from trust assets.

Applies to

Report of trustee

Each trustee account must be accompanied by a report stating the trust's purpose and satisfaction, beneficiary details, and distribution summaries.

A report shall accompany each account of a trustee and shall include the following: (1) A concise reference to the purpose of the trust and how they have been satisfied by the trustee during the period of the account; (2) A list of the beneficiaries (both present and future), the address, relationship to the trustor, whether they are a minor or an adult, and the beneficiary’s age, if age is relevant; (3) A brief summary of distributions made to or for their benefit, as reflected in the account;

Applies to

Ex parte application for restoration of former name

When filing FL-395, counsel or the party must also submit a single copy of the entered judgment; the copy need not be attached and may be discarded by the court after processing.

When filing an Ex Parte Application for Restoration of Former Name After Entry of Judgment and Order (FL-395) the filing counsel or party shall also submit a single copy of the judgment that was entered. The copy of the judgment is to assist the court in processing the application and does not need to be attached to the application. After processing of the application, the copy of the judgment may be discarded by the court.

Applies to

Document drop off sheet

The moving party must provide the court with current telephone numbers and email addresses for all parties and attorneys using the Document Drop-Off Sheet form FL-E/LP-668.

Provide the court with current telephone numbers and email addresses for all parties and their attorneys, using the Document Drop-Off Sheet for Domestic Violence and Ex Parte Applications form (FL-E/LP-668).

Applies to

Declaration

A party seeking to waive notice of an emergency order request must file a written declaration signed under penalty of perjury showing good cause not to give notice.

A party may ask the court to waive notice to all parties and their attorneys of the request for emergency orders. To make the request, the party must file a written declaration signed under penalty of perjury that includes facts showing good cause not to give the notice, as explained in California Rules of Court, rule 5.165.

Applies to

Application for order shortening time

An application for an order shortening time must be supported by a declaration showing good cause.

The court, on its own motion or on application for an order shortening time supported by a declaration showing good cause, may prescribe shorter times for the filing and service of papers than the times specified in Code of Civil Procedure section 1005.

Applies to

Child custody visitation pleading

Child custody/visitation pleadings must include a Family Law Case Demographics Information Sheet for Child Custody/Visitation (local form ME-811).

Pleadings involving child custody and visitation disputes, shall be filed with the clerk of the court in the Office of Family Court Services, room 104, and shall include a Family Law Case Demographics Information Sheet for Child Custody/Visitation (local form ME-811).

Applies to

Mediation report

Mediation reports in custody/visitation disputes are non-confidential and parties must have a copy available to review at any custody or visitation hearing.

mediation of child custody and visitation disputes is non- confidential, and a written report including recommendations may be provided to the parties, counsel, and court pursuant to Family Code section 3183 through the court’s Public Case Access System located on the Court’s website or at FCS, and the parties must have a copy available to review at any hearing involving custody or visitation issues.

Applies to

Statement of issues and contentions

The original and two copies of the Statement must be presented to the courtroom clerk in Department 128; the original is filed 20 days before the MSC and the two copies are endorsed and retained by the court.

The original and two copies of the Statement of Issues and Contentions shall be presented to the courtroom clerk in Department 128 for filing and endorsement. The original Statement of Issues and Contentions shall be filed 20 days prior to the Mandatory Settlement Conference. The two copies shall be endorsed and retained by the court for use by the settlement conference temporary judges.

Applies to

Proposed order

If a party objects to the proposed order, the preparer must submit the proposed order, minute order, and written objections to the court for review.

If a party timely notifies the party directed to prepare the order in writing of the reasons for disapproval of the proposed order, the party directed to prepare the order shall submit the proposed order, a copy of the court's minute order from the hearing, and a copy of the writing setting forth the reasons for disapproval, to the court for review.

Applies to

Proposed order

If the directed party fails to prepare the order, any other party may prepare and submit it with the minute order and a cover letter.

If the party directed by the court to prepare a Findings and Order After Hearing fails to prepare and submit the order as required by subsection (a) above, any other party may prepare and submit the order, together with a copy of the court's minute order from the hearing and a cover letter advising the court of the failure of the party directed to prepare the order to so prepare the order, to the court for entry.

Applies to

Stipulation

A stipulation to establish or modify child support for a child receiving public assistance must be approved and signed by an authorized representative of the local child support agency.

A stipulation to establish or modify child support payable for a child receiving public assistance shall be approved and signed by an authorized representative of the local child support agency of the county providing public assistance, or of the county in which the existing child support order is registered.

Applies to

Complaint

A complaint about a child custody evaluator must be in writing.

Said complaint shall be in writing and copies of the complaint shall be served on all parties.

Applies to

Complaint

Complaints about minor's counsel performance must be in writing.

The complaint shall be in writing and copies of the complaint shall be served on all parties.

Applies to

Request to vacate casa appointment

A request by the CASA program to vacate its appointment must include a statement of cause.

Any request by the CASA program to vacate the appointment of the program shall be accompanied by a statement of cause.

Applies to

Grievance

A CASA volunteer may file a grievance with the Presiding Judge only after exhausting the CASA program's grievance process and certifying that exhaustion in the grievance.

A CASA volunteer may file a grievance regarding the CASA program with the Presiding Judge of the Juvenile Court if the volunteer has exhausted the CASA program's grievance process and certifies that fact in the grievance filed with the Presiding Judge of the Juvenile Court.

Applies to

Declaration good cause

Counsel must attach to form JV-450 a declaration showing good cause for the incarcerated parent's attendance, including facts or the parent's statement of desire to be present.

Counsel for the incarcerated parent shall attach a declaration to the JV-450 that demonstrates good cause for the attendance of the incarcerated parent, including a recitation of facts and/or a statement from the incarcerated parent indicating that the incarcerated parent has expressed a desire to be present.

Applies to

Prisoner appearance request

DCFAS must prepare and submit form JV-450 and a blank JV-451 at the Welf. & Inst. Code § 366.26 status review hearing when termination of parental rights is or may be at issue.

Department of Child, Family and Adult Services (DCFAS) shall prepare and submit an Order for Prisoner’s Appearances at Hearing Affecting Parental Rights (form JV-450) and blank Prisoner’s Statement Regarding Appearances at Hearing Parental Rights (form JV-451) at the Welfare and Institutions Code Section 366.26 Status Review Hearing when termination of parental rights is or may be at issue.

Applies to

Form jv450

The submitted form JV-450 must identify the specific type of hearing at which the incarcerated parent's attendance is requested.

The submitted form JV-450 shall identify the specific type of hearing at which the incarcerated parent’s attendance is requested.

Applies to

Order to produce state prisoner testimony

Requests for an Order to Produce State Prisoner must include the specific hearing type and a declaration showing the testimony is material and necessary.

Requests for an Order to Produce State Prisoner to Testify shall be submitted to the assigned department. The application shall contain: (a) The specific type of hearing at which the witness’s attendance is requested, and (b) A declaration showing the testimony is material and necessary.

Applies to

Pre trial statement

Pre-Trial Statements must be in writing and address the issues on local form JC/E-305; use of the proposed form is encouraged but not required.

The Pre-Trial Statement shall be in writing and shall address the issues as set forth in the Pre-Trial Statement (local form JC\E-305) located on the Court's website and at the Juvenile Dependency Court filing counter. Use of the proposed form is encouraged but not required.

Applies to

Pre trial statement

Pre-trial statements must be sufficiently detailed to allow the judicial officer to conduct a meaningful pre-trial conference.

The statement shall be sufficiently detailed to enable the judicial officer to conduct a meaningful pre-trial conference.

Applies to

Rehearing application

Represented parties must have rehearing applications filed by their attorney of record, not by the child, parent/guardian, or social worker personally.

If represented by counsel, the application must be filed by the attorney of record and not by the child, parent/guardian, or social worker personally.

Applies to

Rehearing application

Rehearing applications must accurately list the hearing date(s) for which rehearing is sought.

In order to ensure timely preparation of the reporter's transcript, the application must accurately list the date(s) of the hearing(s) for which the applicant seeks a rehearing.

Applies to

Proposed order

The parent's counsel must submit proposed Judicial Council forms JV-200, JV-205, and JV-206 when custody or visitation orders are sought at termination of a dependency.

Unless otherwise ordered by the court, whenever custody or visitation orders are sought at the time a dependency is to be terminated, counsel for the parent seeking custody shall electronically submit to the courtroom mailbox, the proposed Custody Order – Juvenile – Final Judgment (Judicial Council form JV-200), including the Visitation Order – Juvenile (Judicial Council form JV-205) and Reasons for No or Supervised Visitation – Juvenile (Judicial Council form JV-206), as appropriate.

Applies to

Motion to withdraw

Motions to withdraw should be noticed and calendared for the same day, time, and department as the next scheduled hearing when possible.

The motion shall be noticed and calendared, if possible, for the same day, time, and department as the next scheduled hearing.

Applies to

Notice of motion to withdraw

The notice of motion to withdraw must state in clear, simple, non-technical terms the attorney's intention to withdraw at the hearing.

The notice should contain in clear, simple, and non-technical terms a statement to the client regarding the attorney’s intention to withdraw as attorney of record at the hearing.

Applies to

Electronically submitted document

Electronically submitting a document represents that a signed copy is in the filer's possession or control, and the court or any party may require production of the signed copy at any time after filing or service.

A party who electronically submits a document for filing represents that a signed copy of the document is in their possession or control. At any time after filing or service of an electronically submitted document, the court, or any party to the action, may require the filing party to produce the signed copy of the filed document. The demand shall be served on all other parties, but need not be filed with the court.

Applies to

Pre trial statement

Each party must prepare, serve, and file a detailed pre-trial statement for the JDSC that includes terms of any proposed settlement, and counsel must consult with their clients before submitting it.

Unless otherwise ordered by the Court, each party shall prepare, serve, and file a pre-trial statement. The statement shall be sufficiently detailed to enable the judicial officer to conduct meaningful settlement discussions and shall include terms of any proposed settlement. All counsel must consult with their clients prior to submitting the statement, and shall be prepared to discuss all aspects of the case at the JDSC date.

Applies to

Request to compel physical presence

A request to compel a party's physical presence at a hearing must be made in writing.

Such request must be made in writing as well as filed and served no later than two (2) court days prior to the hearing that is the subject of the request.

Applies to

Request for remote testimony

A request for remote witness testimony must be in writing, filed or presented as a stipulation, and include certification of all parties' consent.

A request for a witness to appear remotely with the consent of all parties must be made in writing no later than 3 court days before the hearing. It is the burden of the party proffering the witness to file the request or present the stipulation and to certify that all parties consent to the remote testimony.

Applies to

Application for conditional release

The application for conditional release must include a recitation of relevant facts, a recommendation, and a copy of the Probation Department Intake Sheet.

The application to the judicial officer shall consist of a recitation of relevant facts and a recommendation that a conditional release should be granted. The application shall be accompanied by a copy of the Probation Department Intake Sheet.

Applies to

Application for conditional release

The probation officer must ascertain in writing each party's position on the proposed modification (hearing requested, objection without hearing, or agreement) and include it in the application.

When serving a copy of the application and proposed modification order on the attorneys for both parties, the probation officer shall ascertain in writing whether each party (a) requests a hearing before the judicial officer, (b) objects to the proposed modification of custody status, but does not request a hearing, or (c) agrees with the proposed modification order without a hearing, and shall include that information from the attorneys in the application to the judicial officer.

Applies to

Application for rehearing

Represented parties' rehearing applications must be filed by the attorney of record, not by the minor or parent/guardian personally.

If represented by counsel, the application must be filed by the attorney of record and not by the minor or parent/guardian personally.

Applies to

Application for rehearing

Rehearing applications must accurately list the hearing date(s) for which rehearing is sought.

In order to ensure timely preparation of the reporter’s transcript, the application must accurately list the date(s) of the hearing(s) for which the applicant seeks a rehearing.

Applies to

Trial readiness conference

At the Trial Readiness Conference, counsel must indicate trial readiness and whether the trial will be conducted via Zoom or in person.

On the day of the scheduled Trial Readiness Conference hearing, counsel shall indicate readiness to begin trial and whether the trial shall be conducted via Zoom or in person.

Applies to

Medical authorization order

Medical authorization orders must be submitted on the Court Order for Medical Authorization (local form JC/E-670).

An order for medical authorization shall be submitted on the Court Order for Medical Authorization (local form JC\E-670), a copy of which is available on the Court's website and at the appropriate Juvenile Court filing counter.

Applies to

Electronic filing

Electronic filers represent that a signed copy is in their possession and must produce it upon demand by the court or any party.

A party who electronically submits a document for filing represents that a signed copy of the document is in their possession or control. At any time after filing or service of an electronically submitted document, the court, or any party to the action, may require the filing party to produce the signed copy of the filed document.

Applies to

Red light camera statement

For automated enforcement citations, trial by declaration requires completion of a Red Light Camera Statement Regarding Identification admitting driver identity for trial by declaration only.

Trial by declaration shall be permitted for any citation issued by an automated enforcement system, except where identification of the driver is being contested. The defendant must complete a Red Light Camera Statement Regarding Identification indicating that, for the purpose of a trial by declaration only, they are not contesting the allegation that they were the driver of the vehicle pictured in the automated enforcement photograph.

Applies to

Charging document

Prosecuting agency must include specified identifying numbers and the court/team designation in the upper-right corner of the first page of all charging documents.

The prosecuting agency shall place the following information in the upper-right corner of the first page of all original and amended charging documents: (1) The arresting agency report number; (2) The arrest or booking number as determined by the Sacramento County Sheriff's Department; (3) The defendant's cross-reference number as determined by the Sacramento County Sheriff's Department; (4) The court or team designation sufficient to identify in which court the matter will be filed.

Applies to

Request for calendaring

The 48-hour notice procedure requires a Request for Calendaring form signed by a judge on the court's form.

by submitting a Request for Calendaring form signed by a judge, using a form provided by the court

Applies to

Motion

Must include

caption, case number

The caption of all law and motion papers must include the department, hearing date and time, trial date, and spaces for opposition and reply due dates.

The caption of all law and motion papers must contain the department, date, and time of the hearing, and the trial date. The moving papers shall provide spaces for the insertion of the dates on which opposition and reply are due.

Applies to

Brief

Counsel must provide the court a copy of any non-California authority relied upon upon the court's request, including out-of-state statutes and cases, AG opinions, ordinances, law review articles, and federal cases other than U.S. Supreme Court decisions.

If counsel relies on other than California state statutory or case authority, a copy of such authority shall be provided upon request of the court. This rule applies to Attorney General opinions, local ordinances, law review articles, citations to other state cases and statutes, and to all federal cases, other than United States Supreme Court decisions.

Applies to

Discovery compliance receipt

When providing discovery, the prosecutor must give a written receipt showing the date of compliance and a written notice stating whether an informal request is made for the defense to disclose materials under Penal Code section 1054.3 or that no such request is being made.

At the time the prosecuting attorney provides the discovery of items in compliance with subparagraph (A) above, the prosecuting attorney shall provide a written receipt showing the date of compliance and shall include a written notice that either an informal request is made that the defense disclose all materials and information set forth in Penal Code section 1054.3 or that no informal request is being made.

Applies to

Discovery log

Parties providing discovery must retain a document memorializing the specific items provided to the opposing side and the dates they were provided.

Any discovery material provided to the opposing side, including documents, photographs, audio, or video tape recordings, shall be recorded in a document retained by the party providing the discovery memorializing the specific items provided and the date they were provided to the opposing side.

Applies to

Case assignment motion

A motion to assign a case to a trial judge for all purposes must be joined by all parties, include the express approval of each assigned counsel's supervisor if applicable, and state the particular need for the assignment.

The motion must be joined by all parties, with express approval of the supervisor of each assigned counsel, if applicable, and must state the particular need for such assignment.

Applies to

Jury instructions

In criminal jury trials the court uses CALCRIM instructions where practicable; counsel proposing instructions must provide the number and text in writing with modifications, and non-CALCRIM instructions must be numbered consecutively, show the offering party, and include citations of authority.

In criminal jury trials, the court shall, insofar as is practicable, use those instruction forms obtained from Judicial Council of California Criminal Jury Instructions (CALCRIM). In proposing any instruction to the court, counsel shall provide in writing the number and text of the proposed instruction with appropriate modifications. Instructions other than CALCRIM shall be numbered consecutively, show the name of the party offering same, and contain citations of authority therefore. The court, in its discretion, may allow counsel to provide a list of the numbered CALCRIM instructions desired in lieu of providing the text.

Applies to

Exhibit

Electronic exhibits must be labeled with the case number, case title, and a general description of their contents.

All exhibits submitted in an electronic medium must be labeled with the case number, case title, and a general description of the contents of the medium.

Applies to

Request

A party seeking to submit non-documentary evidence must make a formal request to the magistrate describing the items and why a photographic record cannot be submitted instead.

If a party wishes to submit non-documentary evidence a formal request shall be made to the magistrate which completely describes the item(s) and the reasons a photographic record cannot be submitted alternatively.

Applies to

Appellate filing

Must include

captioin

All Appellate Division filings must include the scheduled hearing date of the appeal on the front-page captioin.

All briefs, motioins, applications, and other papers filed with the Appellate Division shall include the scheduled hearing date of the appeal on the front-page captioin.

Applies to

Appellate filing

Must include

captioin

All Appellate Division documents must include the full case title identifying all parties, the attorney's address and California bar number, and the party represented.

All documents filed with the Appellate Division shall include: (1) the full case title specifically identifying all parties; (2) the attorney’s address and California state bar number; and (3) which party in the action the attorney represents.

Applies to

Motion to augment correct record

Motioins to augment or correct the record must state good cause for omission and identify prior augmentation motions granted or denied after the notice of appeal.

All motioins for augmentation and/or correction of the record pursuant to California Rules of Court, rule 8.841, rule 8.873 and rule 8.923, shall set forth facts showing: (1) good cause why the materials have not been included in the record on appeal; and (2) any previous motioins for augmentation or additions to the record granted or denied to any party after filing of the notice of appeal.

Applies to

Motion to augment correct record

Motioins to augment or correct the record must specifically identify each paper, record, or exhibit requested and/or identify by subject, date, and department the transcript portion sought.

All such motioins shall specifically identify each paper, record, or exhibit that is being requested and/or specifically identify, by subject, date, and department what portion of the proceedings before the trial court is being requested to be transcribed.

Applies to

Stipulation and proposed order

Must include

proposed order

Parties seeking an earlier ruling on a CMC continuance request may submit a separate Stipulation and Proposed Order.

Alternatively, if the parties are seeking an earlier ruling on the request for continuance, they may submit a separate Stipulation and Proposed Order to the Court for its consideration.

Applies to

Guardianship final account

A guardian's final account may be waived for good cause.

Waiver of guardian's final account will be permitted for good cause.

Applies to

Remote appearance request

Form RA-025 is the form used to request a remote appearance.

Form RA-025 is available for requesting a remote appearance.

Applies to

Account registration form

The Account Registration Form requires first name, last name, bar number, current phone number, and current email; private counsel must present a California Driver's License or ID, while agency counsel must be authenticated by their agency.

The following information is required for the Account Registration: First Name, Last Name, Bar Number, Current Phone Number (Area code + Phone Number), and Current E-mail Address. Presentation of a current California Driver’s License or Identification card (private counsel) or authentication by affiliated agencies (PD, DA, CCD, AG, Sac City Attorney) will be required prior to account activation.