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<ns0:Id>20250AB__166099INT</ns0:Id>
<ns0:VersionNum>99</ns0:VersionNum>
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<ns0:Action>
<ns0:ActionText>INTRODUCED</ns0:ActionText>
<ns0:ActionDate>2026-01-29</ns0:ActionDate>
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<ns0:SessionYear>2025</ns0:SessionYear>
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<ns0:MeasureType>AB</ns0:MeasureType>
<ns0:MeasureNum>1660</ns0:MeasureNum>
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<ns0:AuthorText authorType="LEAD_AUTHOR">Introduced by Assembly Member Schiavo</ns0:AuthorText>
<ns0:Authors>
<ns0:Legislator>
<ns0:Contribution>LEAD_AUTHOR</ns0:Contribution>
<ns0:House>ASSEMBLY</ns0:House>
<ns0:Name>Schiavo</ns0:Name>
</ns0:Legislator>
</ns0:Authors>
<ns0:Title> An act to amend Sections 2901, 2901.5, 7603, and 7660 and of the Probate Code, relating to probate. </ns0:Title>
<ns0:RelatingClause>probate</ns0:RelatingClause>
<ns0:GeneralSubject>
<ns0:Subject>Public guardians and public administrators.</ns0:Subject>
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<html:p>Existing law requires a public guardian to apply for appointment as a guardian or conservator of the person, the estate, or the person and estate, if there is an imminent threat to a person’s health or safety or the person’s estate, there is no one else who is qualified and willing to act, as specified, the appointment would be in the best interests of the person, and the person is domiciled in the county. Existing law similarly requires a court to order a public guardian of a county to apply for appointment as a guardian or conservator if it appears that there is no one else who is qualified and willing to act, that the appointment as guardian or conservator appears to be in the best interests of the person, and the person is domiciled in the county. Existing law grants public guardians a variety of powers, including the right to take control of real or personal property, issue written
certification of this fact, and to restrain any person from entering, encumbering, or disposing of any real or personal property held in a trust, as specified. Existing law requires a financial institution or other person, without inquiring into the truth of the written certification and without court order or letters being issued, to provide the public guardian or public conservator with specified information and to take specified actions.</html:p>
<html:p>Existing law establishes the public administrator as an officer of a county. Existing law regulates the administration of estates of decedents and permits the public administrator to be appointed to administer these estates under certain circumstances. Existing law grants public administrators a variety of powers in this regard, including the right to take control of a decedent’s property, issue written certification of this fact, and summarily dispose of property, as specified. Existing law requires a financial institution,
government or private agency, retirement fund administrator, insurance company, licensed securities dealer, or other person, without inquiring into the truth of the written certification, without requiring a death certificate, without charge, and without court order or letters being issued, to perform specified functions, including providing the public administrator complete information concerning property held in the name of the decedent, including names and addresses of beneficiaries or joint owners, as specified.</html:p>
<html:p>This bill would require a court to award sanctions of no less than $1,000 per violation for fees paid and costs incurred for failure of a financial institution, government or private agency, retirement fund administrator, insurance company, licensed securities dealer, or other person, as specified, to comply with these requirements.</html:p>
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<ns0:VoteRequired>MAJORITY</ns0:VoteRequired>
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<ns0:Preamble>The people of the State of California do enact as follows:</ns0:Preamble>
<ns0:BillSection id="id_2F069DDF-8265-4182-A807-64EFFCAA3AE3">
<ns0:Num>SECTION 1.</ns0:Num>
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Section 2901 of the
<ns0:DocName>Probate Code</ns0:DocName>
is amended to read:
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<ns0:Num>2901.</ns0:Num>
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<ns0:Content>
<html:p>
(a)
<html:span class="EnSpace"/>
A public guardian who is authorized to take possession or control of property under this chapter may issue a written certification of that fact. The written certification is effective for 30 days after the date of issuance.
</html:p>
<html:p>
(b)
<html:span class="EnSpace"/>
The written recordable certification shall substantially comply with the following form:
</html:p>
<html:p>
<html:h1>“CERTIFICATE OF AUTHORITY</html:h1>
</html:p>
<html:p class="Boundary00">THIS IS AN OFFICIAL CERTIFICATE ENTITLING THE PUBLIC GUARDIAN TO TAKE POSSESSION OF ANY AND ALL PROPERTY BELONGING TO THE FOLLOWING INDIVIDUAL:</html:p>
<html:br/>
<html:p>
<html:h1>(Name of Individual) _____________</html:h1>
</html:p>
<html:br/>
<html:p class="Boundary00">This Certificate of Authority has been issued by the Public Guardian pursuant to and in compliance with Chapter 1 (commencing with Section 2900) of Part 5 of Division 4 of the California Probate Code. Under California law, this Certificate of Authority authorizes the Public Guardian to take possession or control of property belonging to the above-named individual.</html:p>
<html:br/>
<html:p class="Boundary00">SPECIAL NOTE TO FINANCIAL INSTITUTIONS:</html:p>
<html:p class="Boundary00">State law requires that upon receiving a copy of this Certificate of Authority, financial institutions shall provide the public guardian with information concerning property held by the above-named individual and surrender the property to the Public Guardian if requested.</html:p>
<html:br/>
<html:p class="Boundary00">This Certificate of Authority shall only be valid when signed and dated by the Public Guardian or a deputy Public Guardian of the County of _____ and affixed with the official seal of the</html:p>
Public Guardian below.
<html:p class="FlushLeftRight">
<html:br/>
This Certificate of Authority expires 30 days after the date of issuance.
</html:p>
<html:br/>
<html:br/>
Signature of Public Guardian:
<html:p class="Boundary00">Date:</html:p>
<html:p class="Boundary00">Official Seal”</html:p>
<html:br/>
<html:p>
(c)
<html:span class="EnSpace"/>
The public guardian may record a copy of the written certification in any county in which is located real property of which the public guardian is authorized to take possession or control under this chapter.
</html:p>
<html:p>
(d)
<html:span class="EnSpace"/>
(1)
<html:span class="EnSpace"/>
A financial institution or other person shall, without the necessity of inquiring into the truth of the written certification and without court order or letters being issued:
</html:p>
<html:p>
(A)
<html:span class="EnSpace"/>
Provide the public guardian information concerning property held in the sole name of the proposed ward or conservatee.
</html:p>
<html:p>
(B)
<html:span class="EnSpace"/>
Surrender to the public guardian property of the proposed ward or conservatee that is subject to loss, injury, waste, or misappropriation.
</html:p>
<html:p>
(2)
<html:span class="EnSpace"/>
Failure to comply with the requirements of paragraph (1) shall result in monetary sanctions pursuant to court order of no less than one thousand dollars ($1,000) per violation for costs and fees incurred.
</html:p>
<html:p>
(e)
<html:span class="EnSpace"/>
Receipt of the written certification:
</html:p>
<html:p>
(1)
<html:span class="EnSpace"/>
Constitutes sufficient acquittance for providing information and for surrendering property of the proposed ward or conservatee.
</html:p>
<html:p>
(2)
<html:span class="EnSpace"/>
Fully discharges the financial institution or other person from any liability for any act or omission of the public guardian with respect to the property.
</html:p>
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<ns0:BillSection id="id_5193CBCE-DBB5-4CAE-B12E-667559DEA3BC">
<ns0:Num>SEC. 2.</ns0:Num>
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Section 2901.5 of the
<ns0:DocName>Probate Code</ns0:DocName>
is amended to read:
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<ns0:LawSection id="id_0E0A4228-45BA-4503-B518-4FF2FE53F30A">
<ns0:Num>2901.5.</ns0:Num>
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<ns0:Content>
<html:p>
(a)
<html:span class="EnSpace"/>
A public guardian or public conservator, who is authorized to restrain any person from transferring, encumbering, or in any way disposing of any real or personal property held in a trust in accordance with paragraph (2) of subdivision (a) of Section 2900, may issue a written certification of that fact. The written certification is effective for 30 days after the date of issuance.
</html:p>
<html:p>
(b)
<html:span class="EnSpace"/>
The written recordable certification shall substantially comply with the following form:
</html:p>
<html:h1>“CERTIFICATE OF AUTHORITY</html:h1>
<html:p class="Boundary00">THIS IS AN OFFICIAL CERTIFICATE ENTITLING THE PUBLIC GUARDIAN/PUBLIC CONSERVATOR TO RESTRAIN ANY PERSON FROM TRANSFERRING, ENCUMBERING, OR IN ANY WAY DISPOSING OF
ANY REAL OR PERSONAL PROPERTY HELD IN THE FOLLOWING TRUST:</html:p>
<html:h1>(Name of Trust) _____________</html:h1>
<html:p class="Boundary00">THE PUBLIC GUARDIAN/PUBLIC CONSERVATOR HAS DETERMINED THAT IT HAS AUTHORITY TO ISSUE THIS CERTIFICATE WITH RESPECT TO THE ABOVE-NAMED TRUST AND IN CONNECTION WITH PROCEEDINGS THAT ARE OR WILL BE PENDING RELATED TO THE FOLLOWING INDIVIDUAL:</html:p>
<html:h1>(Name of Individual) _____________</html:h1>
<html:p class="Boundary00">This Certificate of Authority has been issued by the Public Guardian/Public Conservator pursuant to and in compliance with Chapter 1 (commencing with Section 2900) of Part 5 of Division 4 of the California Probate Code. Under California law, this Certificate of Authority authorizes the Public Guardian/Public Conservator to restrain any person from transferring, encumbering, or in any way disposing of any real or personal property held in the
above-named trust.</html:p>
<html:br/>
SPECIAL NOTE TO FINANCIAL INSTITUTIONS:
<html:p class="Boundary00">State law requires that, upon receiving a copy of this Certificate of Authority, financial institutions shall provide the public guardian/public conservator with information concerning property held in the above-named trust and shall restrain any person from transferring, encumbering, or in any way disposing of any real or personal property held in the above-named trust.</html:p>
<html:br/>
<html:p class="Boundary00">This Certificate of Authority shall only be valid when signed and dated by the Public Guardian/Public Conservator or a deputy Public Guardian/Public Conservator of the County of _____ and affixed with the official seal of the Public Guardian/Public Conservator</html:p>
below.
<html:p class="FlushLeftRight">
<html:br/>
This Certificate of Authority expires 30
days after the date of issuance.
</html:p>
<html:br/>
Signature of Public Guardian/Public Conservator:
<html:p class="Boundary00">Date:</html:p>
<html:p class="Boundary00">
Official Seal”
<html:br/>
</html:p>
<html:p>
<html:span class="EmSpace"/>
</html:p>
<html:p>
(c)
<html:span class="EnSpace"/>
The public guardian or public conservator may record a copy of the written certification in any county in which is located real property held in a trust as to which the public guardian or public conservator has determined it has authority to issue the written certification.
</html:p>
<html:p>
(d)
<html:span class="EnSpace"/>
(1)
<html:span class="EnSpace"/>
A financial institution or other person who is provided with the written certification by the public guardian or public conservator
shall, without the necessity of inquiring into the truth of the written certification and without court order or letters being issued:
</html:p>
<html:p>
(A)
<html:span class="EnSpace"/>
Provide the public guardian or public conservator information concerning any real or personal property held in the trust identified in the written certification.
</html:p>
<html:p>
(B)
<html:span class="EnSpace"/>
Restrain any person from
transferring, encumbering, or in any way disposing of any real or personal property held in the trust identified in the written certification.
</html:p>
<html:p>
(2)
<html:span class="EnSpace"/>
Failure to comply with the requirements of paragraph (1) shall result in monetary sanctions pursuant to court order of no less than one thousand dollars ($1,000) per violation for costs and fees incurred.
</html:p>
<html:p>
(e)
<html:span class="EnSpace"/>
Receipt of the written certification:
</html:p>
<html:p>
(1)
<html:span class="EnSpace"/>
Constitutes sufficient acquittance for providing information and for restraining any person from transferring,
encumbering, or in any way disposing of any real or personal property held in the trust identified in the written certification.
</html:p>
<html:p>
(2)
<html:span class="EnSpace"/>
Fully discharges the financial institution or other person from any liability for any act or omission of the public guardian or public conservator with respect to the property.
</html:p>
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<ns0:Num>SEC. 3.</ns0:Num>
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Section 7603 of the
<ns0:DocName>Probate Code</ns0:DocName>
is amended to read:
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<ns0:Num>7603.</ns0:Num>
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<ns0:Content>
<html:p>
(a)
<html:span class="EnSpace"/>
A public administrator who is authorized to take possession or control of property of a decedent pursuant to this article may issue a written certification of that fact. The written certification is effective for 30 days after the date of issuance.
</html:p>
<html:p>
(b)
<html:span class="EnSpace"/>
The public administrator may record a copy of the written certification in any county in which is located real property of which the public administrator is authorized to take possession or control under this article.
</html:p>
<html:p>
(c)
<html:span class="EnSpace"/>
(1)
<html:span class="EnSpace"/>
A financial institution, government or private agency, retirement fund administrator, insurance
company, licensed securities dealer, or other person shall, without the necessity of inquiring into the truth of the written certification, without requiring a death certificate, without charge, and without court order or letters being issued:
</html:p>
<html:p>
(A)
<html:span class="EnSpace"/>
Provide the public administrator complete information concerning property held in the sole name of the decedent, including the names and addresses of any beneficiaries.
</html:p>
<html:p>
(B)
<html:span class="EnSpace"/>
Grant the public administrator access to a safe-deposit box rented in the sole name of the decedent for the purpose of inspection and removal of any will or instructions for disposition of the decedent’s remains. Costs and expenses incurred in drilling or forcing a safe-deposit box shall be borne by the estate of the decedent.
</html:p>
<html:p>
(C)
<html:span class="EnSpace"/>
Surrender to the public administrator any property of the decedent that, in the sole discretion of the public administrator, is deemed to be subject to loss, injury, waste, or misappropriation.
</html:p>
<html:p>
(2)
<html:span class="EnSpace"/>
Failure to comply with the requirements of paragraph (1) shall result in monetary sanctions pursuant to court order of no less than one thousand dollars ($1,000) per violation for costs and fees incurred.
</html:p>
<html:p>
(d)
<html:span class="EnSpace"/>
Receipt of the written certification provided by this section:
</html:p>
<html:p>
(1)
<html:span class="EnSpace"/>
Constitutes sufficient acquittance for providing information or granting access to the safe-deposit box, for removal of the decedent’s will and instructions for disposition of the decedent’s remains, and for surrendering property of the decedent.
</html:p>
<html:p>
(2)
<html:span class="EnSpace"/>
Fully discharges the financial institution, government or private agency, retirement fund administrator, insurance company, licensed securities dealer, or other person from any liability for any act or omission of the public administrator with respect to the
property or the safe-deposit box.
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<ns0:Num>SEC. 4.</ns0:Num>
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Section 7660 of the
<ns0:DocName>Probate Code</ns0:DocName>
is amended to read:
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<ns0:LawSection id="id_2F58CE19-783E-4FD5-9BE4-E3E993290A6D">
<ns0:Num>7660.</ns0:Num>
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<html:p>
(a)
<html:span class="EnSpace"/>
If a public administrator takes possession or control of an estate pursuant to this chapter, the public administrator may, acting as personal representative of the estate, summarily dispose of the estate in the manner provided in this article in either of the following circumstances:
</html:p>
<html:p>
(1)
<html:span class="EnSpace"/>
The total value of the property in the decedent’s estate does not exceed the amount prescribed in Section 13100. The authority provided by this paragraph may be exercised only upon order of the court. The order may be made upon ex parte application. The fee to be allowed to the clerk for the filing of the application is two hundred five dollars ($205). The authority for this summary administration of the estate shall be evidenced by a court order for summary disposition.
</html:p>
<html:p>
(2)
<html:span class="EnSpace"/>
The total value of the property in the decedent’s estate does not exceed fifty thousand dollars ($50,000). The authority provided by this paragraph may be exercised without court authorization.
</html:p>
<html:p>
(A)
<html:span class="EnSpace"/>
A public administrator who is authorized to summarily dispose of property of a decedent pursuant to this paragraph may issue a written certification of Authority for Summary Administration. The written certification is effective for 30 days after the date of issuance.
</html:p>
<html:p>
(B)
<html:span class="EnSpace"/>
A financial institution, government or private agency, retirement fund administrator, insurance company, licensed securities dealer, or other person shall, without the necessity of inquiring into the truth of the written certification of Authority for Summary Administration and without court order or letters being issued, do all of the following:
</html:p>
<html:p>
(i)
<html:span class="EnSpace"/>
Provide the public administrator complete information concerning any property held in the name of the decedent, including the names and addresses of any beneficiaries or joint owners.
</html:p>
<html:p>
(ii)
<html:span class="EnSpace"/>
Grant the public administrator access to a safe-deposit box or storage facility rented in the name of the decedent for the purpose of inspection and removal of property of the decedent. Costs and expenses incurred in accessing a safe-deposit box or storage facility shall be borne by the estate of the decedent.
</html:p>
<html:p>
(iii)
<html:span class="EnSpace"/>
Surrender to the public administrator any property of the decedent that is held or controlled by the financial institution, agency, retirement fund administrator, insurance company, licensed securities dealer, or other person.
</html:p>
<html:p>
(C)
<html:span class="EnSpace"/>
(i)
<html:span class="EnSpace"/>
Receipt by a financial institution, government or private agency, retirement fund administrator, insurance company, licensed securities dealer, or other person of the written certification provided by this article shall do both of the following:
</html:p>
<html:p>
(I)
<html:span class="EnSpace"/>
Constitute sufficient acquittance for providing information or granting access to a safe-deposit box or a storage facility and for surrendering any property of the decedent.
</html:p>
<html:p>
(II)
<html:span class="EnSpace"/>
Fully discharge the financial institution, government or private agency, retirement fund administrator, insurance company, licensed securities dealer, or other person from liability for any act or omission of the public administrator with respect to the property, a safe-deposit box, or a storage facility.
</html:p>
<html:p>
(ii)
<html:span class="EnSpace"/>
Failure to comply with the requirements of clause (i) shall result in monetary sanctions pursuant to court order of no less than one thousand dollars ($1,000) per violation for costs and fees incurred.
</html:p>
<html:p>
(b)
<html:span class="EnSpace"/>
Summary disposition may be made notwithstanding the existence of the decedent’s will, if the
will does not name an executor or if the named executor refuses to act.
</html:p>
<html:p>
(c)
<html:span class="EnSpace"/>
Nothing in this article precludes the public administrator from filing a petition with the court under any other provision of this code concerning the administration of the decedent’s estate.
</html:p>
<html:p>
(d)
<html:span class="EnSpace"/>
Petitions filed pursuant to this article shall contain the information required by Section 8002.
</html:p>
<html:p>
(e)
<html:span class="EnSpace"/>
If a public administrator takes possession or control of an estate pursuant to this chapter, this article conveys the authority of a personal representative as described in Section 9650 to the public administrator to summarily dispose of the estates pursuant to the procedures described in paragraphs (1) and (2) of subdivision (a).
</html:p>
<html:p>
(f)
<html:span class="EnSpace"/>
The fee charged under paragraph (1) of subdivision
(a) shall be distributed as provided in Section 68085.4 of the Government Code. When an application is filed under that paragraph, no other fees shall be charged in addition to the uniform filing fee provided for in Section 68085.4 of the Government Code.
</html:p>
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