LOCAL RULES FOR THE

SUPERIOR COURT

COUNTY OF

EL DORADO

EFFECTIVE JULY 1, 2021

 LOCAL RULES FOR THE SUPERIOR COURT

COUNTY OF EL DORADO

Effective July 1, 2021

With the implementation of new rules and revisions, these rules should replace all other

El Dorado County Local Rules you may have in your possession.

Thank you.
 LOCAL RULES – SUPERIOR COURT, COUNTY OF EL DORADO

TABLE OF CONTENTS
EFFECTIVE JULY 1, 2021
1.00.00 SCOPE OF RULES FOR THE SUPERIOR COURT ...................................................................... 1
1.00.01 EFFECTIVE DATE OF RULES ..................................................................................................... 1
1.00.02 EFFECT OF RULES AND CITATION TO RULES ....................................................................... 1
1.00.03 CONSTRUCTION AND APPLICATION OF RULES ................................................................... 1
1.00.04 DEFINITION OF WORDS USED IN THESE RULES................................................................... 1
1.00.05 AMENDMENT, ADDITION, OR REPEAL OF RULES ............................................................... 2
2.00.00 COURT OF ORIGINAL PROCEEDINGS ..................................................................................... 2
2.00.01 SUPERVISION OF COURT BUSINESS ....................................................................................... 2
2.00.02 DUTIES OF THE PRESIDING JUDGE ......................................................................................... 2
2.00.03 ASSISTANT PRESIDING JUDGE................................................................................................. 2
2.00.04 CEO OF THE SUPERIOR COURT ................................................................................................ 3
2.00.05 COURT COMMISSIONERS AND JUDGES PRO TEMPORE ..................................................... 3
2.00.06 COMPLAINTS AGAINST COMMISSIONERS, REFEREES, AND JUDGES PRO TEMPORE 3
2.00.07 RECORD OF PROCEEDINGS ....................................................................................................... 4
2.00.08 LOCATION AND SCHEDULE OF COURT SESSIONS .............................................................. 5
2.00.09 TRANSFERRING CASES BETWEEN PLACERVILLE AND SOUTH LAKE TAHOE
SESSIONS ....................................................................................................................................... 6
2.00.10 RESERVED FOR FUTURE USE ................................................................................................... 7
2.00.11 RESERVED FOR FUTURE USE ................................................................................................... 7
2.00.12 DUTY JUDGE ................................................................................................................................. 7
2.00.13 HOLIDAYS ..................................................................................................................................... 8
2.00.14 ALCOHOLIC BEVERAGES .......................................................................................................... 9
2.00.15 FIREARMS; WEAPONS; BODY ARMOR OR BALLISTIC PROTECTION .............................. 9
2.00.16 COURT SECURITY: SEARCHES OF PERSONS AND PROPERTY .......................................... 9
2.00.17 USE OF ELECTRONIC DEVICES IN THE COURTROOM....................................................... 10
2.00.18 PRESENTATION OF AUDIO/VISUAL EVIDENCE ................................................................. 11
2.01.00 LOCAL COMMITTEE ON THE ELIMINATION OF BIAS ....................................................... 11
3.00.00 JURIES AND JURY SERVICE .................................................................................................... 13
3.00.01 COMMON JURY PANEL ............................................................................................................ 13
3.00.02 DEMAND FOR JURY IN CIVIL ACTION; PAYMENT OF FEES ............................................. 13
3.00.03 DUTY OF CITIZENSHIP ............................................................................................................. 13
3.00.04 REQUESTS TO BE EXCUSED .................................................................................................... 13
3.00.05 GROUNDS CONSTITUTING UNDUE HARDSHIP .................................................................. 13
3.00.06 PRIOR JURY SERVICE ............................................................................................................... 14
3.00.07 PERSONS QUALIFIED TO SERVE AS JURORS ...................................................................... 15
3.00.08 PERSONS DISQUALIFIED FROM JURY SERVICE ................................................................. 15
3.00.09 REQUEST FOR A PROSPECTIVE JUROR TO BE EXCUSED OR DEFERRED ..................... 15
4.00.00 DOCUMENTS PRESENTED FOR FILING ................................................................................ 15
4.00.01 GENERAL FORMAT OF DOCUMENTS.................................................................................... 15
4.00.02 FORMAT OF DOCUMENTS – LAW AND MOTION MATTERS ............................................. 17
4.00.03 JUDGMENTS AND DECREES ................................................................................................... 17
4.00.04 CONFORMING COPIES .............................................................................................................. 17
4.00.05 RETURN ENVELOPE REQUIRED FOR CONFORMED COPIES ............................................ 17
4.00.06 TIME AND DATE OF HEARING TO BE INDICATED ............................................................. 17
4.00.07 ATTORNEY “WILL-CALL” FILE .............................................................................................. 17
4.00.08 FILING OF DOCUMENTS BY FAX ........................................................................................... 18
4.00.09 FILING THROUGH FAX FILING AGENCY .............................................................................. 18
4.00.10 AFTER-HOURS DROP BOX ....................................................................................................... 18
5.00.00 CRIMINAL PROCEEDINGS ....................................................................................................... 18
5.00.01 APPLICATION OF RULES .......................................................................................................... 18
5.00.02 CRIMINAL COMPLAINTS: FORMAT....................................................................................... 18

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5.00.03 CRIMINAL COMPLAINTS: TIME AND PLACE FOR FILING ................................................ 18

5.00.04 POLICY ......................................................................................................................................... 19
5.01.00 VIDEOCONFERENCING ............................................................................................................ 19
5.02.00 – 5.09.00 RESERVED FOR FUTURE USE .................................................................................... 20
5.10.00 BAIL .............................................................................................................................................. 20
5.10.01 REQUESTS FOR BAIL OR RELEASE ON OWN RECOGNIZANCE ....................................... 20
5.10.02 BAIL FORFEITURES ................................................................................................................... 20
5.11.00 TRIAL SETTING AND READINESS CONFERENCES............................................................. 20
5.11.01 STATUS CONFERENCE ............................................................................................................. 20
5.11.02 RESERVED FOR FUTURE USE ................................................................................................. 21
5.11.03 PRETRIAL CONFERENCE ......................................................................................................... 21
5.11.04 MOTIONS IN CRIMINAL CASES .............................................................................................. 21
5.11.05 ELECTRONIC RECORDINGS OFFERED INTO EVIDENCE .................................................. 21
5.12.00 TRIAL ........................................................................................................................................... 21
5.12.01 CONTINUANCES ........................................................................................................................ 22
5.12.02 MARKING EXHIBITS ................................................................................................................. 22
5.12.03 WITHDRAWAL OF TIME WAIVERS ........................................................................................ 22
5.13.00 FELONY BAIL SCHEDULE ........................................................................................................ 22
5.14.00 EXHIBIT STORAGE AND DISPOSITION ................................................................................. 22
5.14.01 POLICY ......................................................................................................................................... 22
5.14.02 RECEIPT OF EXHIBITS .............................................................................................................. 22
5.14.03 RETENTION, DESTRUCTION, AND RETURN OF EXHIBITS ............................................... 24
5.14.04 VIEWING EXHIBITS ................................................................................................................... 24
5.15.00 COURT APPOINTED COUNSEL AND EXPERTS; COMPENSATION ................................... 24
5.15.01 RESERVED FOR FUTURE USE ................................................................................................. 24
5.15.02 INVESTIGATIVE FEES AND EXPENSES ................................................................................. 25
5.15.03 EXPERT FEES AND EXPENSES ................................................................................................ 25
5.15.04 PUBLIC ACCESS TO POLICE REPORTS .................................................................................. 25
5.15.05 JURY INSTRUCTIONS................................................................................................................ 26
6.00.00 TRAFFIC AND SMALL CLAIMS PROCEEDINGS ................................................................... 26
6.00.01 TRIAL BY WRITTEN DECLARATION ..................................................................................... 26
7.00.00 CIVIL PROCEEDINGS ................................................................................................................ 26
7.01.00 APPLICATION OF RULES .......................................................................................................... 26
7.02.00 TELECONFERENCING AND VIDEOCONFERENCING ......................................................... 26
7.03.00 – 7.08.00 RESERVED FOR FUTURE USE .................................................................................... 27
7.09.00 FACSIMILE TRANSMISSION AND SERVICE OF DOCUMENTS ......................................... 27
7.09.01 DEFINITIONS .............................................................................................................................. 27
7.10.00 LAW AND MOTION CALENDAR ............................................................................................. 27
7.10.01 SCOPE OF LAW AND MOTION RULES ................................................................................... 27
7.10.02 MOTIONS: IN GENERAL ........................................................................................................... 27
7.10.03 PLEADINGS ................................................................................................................................. 29
7.10.04 CONTINUANCES ........................................................................................................................ 29
7.10.05 TENTATIVE RULING SYSTEM FOR WESTERN SLOPE AND SOUTH LAKE TAHOE ...... 30
7.10.06 LENGTH OF HEARING; LONG CAUSE MATTERS ................................................................ 32
7.10.07 DEFAULTS OR UNCONTESTED MATTERS; PROVE-UPS.................................................... 33
7.10.08 MOTIONS TO BE RELIEVED AS COUNSEL............................................................................ 33
7.10.09 ARBITRATION ............................................................................................................................ 33
7.10.10 EX PARTE MOTIONS AND APPLICATIONS; ORDERS SHORTENING TIME .................... 34
7.10.11 MOTION FOR SUMMARY JUDGMENT AND SUMMARY ADJUDICATION ...................... 35
7.10.12 COMPROMISE OF CLAIM OF MINOR OR INCOMPETENT PERSON .................................. 36
7.11.00 EXHIBIT STORAGE AND DISPOSITION ................................................................................. 37
7.11.01 POLICY ......................................................................................................................................... 37
7.11.02 RECEIPT OF EXHIBITS .............................................................................................................. 37
7.11.03 RETENTION, DESTRUCTION, AND RETURN OF EXHIBITS ............................................... 39

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7.11.04 VIEWING EXHIBITS ................................................................................................................... 39

7.12.00 TRIAL COURT CASE MANAGEMENT RULES ....................................................................... 39
7.12.01 APPLICATION OF CASE MANAGEMENT RULES ................................................................. 39
7.12.02 POLICY ......................................................................................................................................... 40
7.12.03 ASSIGNMENT OF CASES AND CHALLENGES TO ASSIGNED JUDGE .............................. 40
7.12.04 DELEGATION TO TEMPORARY JUDGE AND CHALLENGES ............................................ 41
7.12.05 SETTING THE CASE MANAGEMENT CONFERENCE DATE AND CASE MANAGEMENT
DOCUMENTS .............................................................................................................................. 41
7.12.06 SERVICE OF COMPLAINT AND CASE MANAGEMENT DOCUMENTS ............................. 41
7.12.07 RESPONSIVE PLEADINGS ........................................................................................................ 42
7.12.08 OBLIGATION TO TAKE DEFAULT AND OBTAIN JUDGMENT .......................................... 42
7.12.09 UNINSURED MOTORIST CASES .............................................................................................. 42
7.12.10 CASE MANAGEMENT CONFERENCE .................................................................................... 43
7.12.11 MANDATORY SETTLEMENT AND READINESS CONFERENCE........................................ 46
7.12.12 ISSUES CONFERENCE ............................................................................................................... 48
7.12.13 SANCTIONS ................................................................................................................................. 49
7.12.14 RESERVED FOR FUTURE USE ................................................................................................. 49
7.12.15 PLAINTIFF’S DUTY IF CASE SETTLES, VACATION OF DATES, AND THE DISMISSAL
HEARING ..................................................................................................................................... 49
7.12.16 RESERVED FOR FUTURE USE ................................................................................................. 50
7.12.17 CONTINUANCES OF DATES..................................................................................................... 50
7.12.18 CONFLICTS AMONG THE RULES............................................................................................ 50
7.12.19 ELECTRONIC RECORDINGS OFFERED INTO EVIDENCE .................................................. 50
7.13.00 ATTORNEY’S FEES IN RESIDENTIAL UNLAWFUL DETAINER ACTIONS ...................... 50
7.14.00 RESERVED FOR FUTURE USE ................................................................................................. 51
7.15.00 RESERVED FOR FUTURE USE ................................................................................................. 51
7.16.00 RULES FOR ACTIONS ARISING UNDER THE CALIFORNIA ENVIRONMENTAL
QUALITY ACT – PUBLIC RESOURCES CODE SECTION 21000, ET SEQ. ........................... 51
8.00.00 FAMILY LAW PROCEEDINGS .................................................................................................. 56
8.00.01 DEFINITION OF FAMILY LAW MATTERS ............................................................................. 56
8.00.02 APPLICATION OF RULES .......................................................................................................... 56
8.00.03 FAMILY AND JUVENILE COURT MANAGEMENT OF CHILD ABUSE CASES ................. 56
8.00.04 FAMILY COURT ORDERS ISSUED IN JUVENILE COURT ................................................... 58
8.00.05 PROCEDURES FOR AIDS TESTING OF MINORS ................................................................... 58
8.01.00 MEET AND CONFER REQUIREMENT ..................................................................................... 59
8.01.01 REQUIREMENT........................................................................................................................... 59
8.02.00 CONTINUANCES ........................................................................................................................ 59
8.02.01 CONTINUANCE DISFAVORED ................................................................................................ 59
8.02.02 ONE CONTINUANCE LIMITATION ......................................................................................... 59
8.02.03 CONTINUANCE FOR CHILD CUSTODY RECOMMENDING COUNSELING ..................... 59
8.02.04 CONTINUANCE BY STIPULATION OR LETTER REQUEST................................................. 60
8.03.00 INCOME AND EXPENSE DECLARATIONS ............................................................................ 60
8.03.01 WHEN REQUIRED ...................................................................................................................... 60
8.03.02 PREPARATION INSTRUCTIONS .............................................................................................. 60
8.03.03 ADDITIONAL INFORMATION TO BE PROVIDED................................................................. 61
8.03.04 SANCTIONS ................................................................................................................................. 61
8.03.05 INFORMATION PRIVILEGED ................................................................................................... 61
8.04.00 CHILDREN IN COURTROOM .................................................................................................... 62
8.05.00 ORDERS TO SHOW CAUSE AND NOTICES OF MOTION ..................................................... 62
8.05.01 DATE, TIME, AND PLACE OF HEARING ................................................................................ 62
8.05.02 MOVING AND RESPONSIVE PAPERS ..................................................................................... 62
8.05.03 FORMAT OF ORDERS TO SHOW CAUSE AND NOTICES OF MOTION .............................. 62
8.05.04 APPLICATION FOR ORDER EXCLUDING FROM HOME ..................................................... 62
8.05.05 APPLICATION FOR EX PARTE TEMPORARY CUSTODY ORDER ..................................... 62

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8.05.06 APPLICATION FOR EX PARTE ORDER FOR IMMEDIATE CHANGE OF PRIOR ORDER
FOR CUSTODY OF MINOR ........................................................................................................ 63
8.05.07 TENTATIVE RULING SYSTEM................................................................................................. 63
8.06.00 CONDUCT OF HEARING ........................................................................................................... 64
8.06.01 TIME LIMITATIONS ................................................................................................................... 65
8.06.02 LACK OF APPEARANCE ........................................................................................................... 65
8.06.03 MATTERS TAKEN OFF CALENDAR........................................................................................ 65
8.06.04 PREPARATION OF ORDER AFTER HEARING ....................................................................... 65
8.07.00 EX PARTE ORDERS AND ORDERS SHORTENING TIME ..................................................... 66
8.07.01 DECLARATIONS REQUIRED.................................................................................................... 66
8.07.02 NOTICE......................................................................................................................................... 66
8.07.03 OPPONENT REPRESENTATION ............................................................................................... 66
8.07.04 NOTICE EXCUSED ..................................................................................................................... 66
8.07.05 SERVICE OF PAPERS ................................................................................................................. 66
8.07.06 NOTICE WAIVED........................................................................................................................ 66
8.08.00 CONDITIONS FOR ISSUANCE OF ORDERS SHORTENING TIME....................................... 67
8.08.01 AFFIDAVIT .................................................................................................................................. 67
8.08.02 NOTICE......................................................................................................................................... 67
8.08.03 REASON TO BE STATED ........................................................................................................... 67
8.09.00 CHILD AND SPOUSAL SUPPORT ............................................................................................. 67
8.09.01 GOVERNING LAWS ................................................................................................................... 67
8.09.02 SPOUSAL SUPPORT ................................................................................................................... 67
8.09.03 TEMPORARY SPOUSAL SUPPORT .......................................................................................... 67
8.09.04 NO LIMITATION ON COURT DISCRETION ............................................................................ 67
8.09.05 PERMANENT SPOUSAL SUPPORT .......................................................................................... 68
8.10.00 CHILD CUSTODY, VISITATION AND CHILD CUSTODY RECOMMENDING
COUNSELING – GENERAL PROVISIONS ............................................................................... 68
8.10.01 REFERRAL TO CHILD CUSTODY RECOMMENDING COUNSELING ................................ 68
8.10.02 CHILD CUSTODY RECOMMENDING COUNSELING SCHEDULING; SANCTIONS FOR
FAILURE TO ATTEND OR LATE CANCELLATION OF APPOINTMENT ............................ 68
8.10.03 APPOINTMENT OF CHILD CUSTODY RECOMMENDING COUNSELOR/EVALUATOR;
STANDARDS; QUALIFICATIONS ............................................................................................ 68
8.10.04 MINIMUM STANDARDS ........................................................................................................... 68
8.10.05 EX PARTE CONTACT PROHIBITED ........................................................................................ 69
8.10.06 PARTICIPATION OF CHILDREN .............................................................................................. 69
8.10.07 BOTH PARENTS TO BE INTERVIEWED ................................................................................. 69
8.11.00 CHALLENGES TO CHILD CUSTODY RECOMMENDING COUNSELORS OR
EVALUATORS............................................................................................................................. 69
8.11.01 ONE CHALLENGE PER PARTY ................................................................................................ 69
8.11.02 NO FURTHER CHALLENGES ................................................................................................... 69
8.11.03 SUBSEQUENT CHILD CUSTODY RECOMMENDING COUNSELING SESSIONS ............. 70
8.11.04 NO PEREMPTORY CHALLENGE AFTER FIRST INTERVIEW ............................................. 70
8.12.00 PAYMENT OF CHILD CUSTODY RECOMMENDING COUNSELOR’S OR EVALUATOR’S
FEES .............................................................................................................................................. 70
8.13.00 COMPLAINT PROCEDURE ABOUT CHILD CUSTODY RECOMMENDING COUNSELOR
70
8.14.00 CHILD CUSTODY RECOMMENDING COUNSELING PROCESS ......................................... 70
8.14.01 SUPPORT PERSONS ................................................................................................................... 70
8.14.02 CONDUCT OF CHILD CUSTODY RECOMMENDING COUNSELOR ................................... 71
8.14.03 CHILD CUSTODY RECOMMENDING COUNSELING AGREEMENT .................................. 71
8.14.04 CHILD CUSTODY RECOMMENDING COUNSELOR RECOMMENDATIONS ................... 71
8.14.05 COPY TO BE PROVIDED ........................................................................................................... 71
8.14.06 RECOMMENDATION OF CHILD CUSTODY RECOMMENDING COUNSELOR ................ 71
8.14.07 RESERVED FOR FUTURE USE ................................................................................................. 71

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8.14.08 PRIVATE CHILD CUSTODY RECOMMENDING COUNSELING.......................................... 71

8.14.09 CONFIDENTIALITY OF CHILD CUSTODY RECOMMENDING COUNSELOR REPORTS
AND EVALUATION REPORTS ................................................................................................. 72
8.15.00 EVALUATION ............................................................................................................................. 73
8.15.01 EVALUATION UNDER FAMILY CODE SECTION 3110......................................................... 73
8.15.02 EVALUATION REPORT ............................................................................................................. 73
8.15.03 TESTIMONY OF EVALUATOR ................................................................................................. 73
8.15.04 STIPULATIONS FOR USE OF SPECIAL MASTER IN CHILD CUSTODY CASES ............... 74
8.16.00 AWARD OF ATTORNEY’S FEES, COSTS, AND SANCTIONS .............................................. 75
8.16.01 GOVERNING LAW...................................................................................................................... 75
8.16.02 FACTORS TO BE CONSIDERED IN SETTING FEES AND COSTS ........................................ 75
8.16.03 DOCUMENTATION IN SUPPORT OF AWARD OF FEES OR COSTS ................................... 75
8.16.04 INCOME AND EXPENSE DECLARATION .............................................................................. 76
8.16.05 DECLARATION TESTIMONY AND BILLINGS....................................................................... 76
8.17.00 SANCTIONS ................................................................................................................................. 76
8.17.01 ATTORNEY’S FEES .................................................................................................................... 76
8.17.02 OTHER SANCTIONS ................................................................................................................... 76
8.18.00 STATUS/TRIAL SETTING CONFERENCE ............................................................................... 76
8.18.01 DATE, TIME, AND PLACE OF CONFERENCE ........................................................................ 76
8.18.02 CONTINUANCES BECAUSE OF CONFLICT ........................................................................... 76
8.18.03 ATTENDANCE ............................................................................................................................ 77
8.18.04 RESOLUTION OF ISSUES .......................................................................................................... 77
8.18.05 PARTIES’ ATTENDANCE .......................................................................................................... 77
8.18.06 SANCTIONS ................................................................................................................................. 77
8.19.00 STATEMENT OF ISSUES, CONTENTIONS, AND PROPOSED DISPOSITION OF THE
CASE ............................................................................................................................................. 77
8.19.01 FILING DATE ............................................................................................................................... 77
8.19.02 CONTENTS .................................................................................................................................. 77
8.19.03 MANDATORY SETTLEMENT CONFERENCES IN FAMILY LAW CASES ......................... 79
8.20.00 CONTESTED TRIALS ................................................................................................................. 80
8.20.01 TRIAL SETTING .......................................................................................................................... 80
8.20.02 POST-TRIAL JUDGMENT .......................................................................................................... 80
8.20.03 TRIAL EXHIBITS ........................................................................................................................ 80
8.20.04 LONG CAUSE CONTESTED HEARINGS AND TRIAL BRIEFS ............................................. 81
8.20.05 MOTIONS IN LIMINE ................................................................................................................. 81
8.20.06 COURT REPORTER FEES .......................................................................................................... 81
8.20.07 WITNESS LISTS .......................................................................................................................... 81
8.21.00 DEFAULT OR UNCONTESTED JUDGMENT........................................................................... 82
8.21.01 HEARING ..................................................................................................................................... 82
8.21.02 FORMAT OF JUDGMENT .......................................................................................................... 82
8.21.03 UNCONTESTED JUDGMENTS GRANTED IN OPEN COURT ............................................... 82
8.22.00 CONTENTS OF JUDGMENT ...................................................................................................... 83
8.22.01 CUSTODY AND VISITATION ................................................................................................... 83
8.22.02 CHILD SUPPORT ......................................................................................................................... 83
8.22.03 SPOUSAL SUPPORT ................................................................................................................... 83
8.22.04 RESTRAINING ORDERS ............................................................................................................ 83
8.22.05 DIVISION OF COMMUNITY PROPERTY ................................................................................ 84
8.23.00 APPOINTMENT OF COUNSEL FOR CHILD(REN) .................................................................. 84
8.23.01 EDUCATION AND EXPERIENCE REQUIREMENTS.............................................................. 84
8.23.02 RIGHTS AND RESPONSIBILITIES OF APPOINTED COUNSEL FOR A CHILD .................. 85
8.24.00 TITLE IV-D CASES (DEPARTMENT OF CHILD SUPPORT) .................................................. 85
8.24.01 DEFINITIONS .............................................................................................................................. 86
8.24.02 COMMISSIONER AND TITLE IV-D CASES ............................................................................. 86
8.24.03 POWERS OF COMMISSIONER IN TITLE IV-D CASES .......................................................... 86

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8.24.04 CONTESTED CUSTODY AND/OR VISITATION ISSUES RAISED IN TITLE IV-D CASES 86
8.25.00 FAMILY LAW FACILITATORS ................................................................................................. 86
8.25.01 OFFICE OF FAMILY LAW FACILITATOR............................................................................... 86
8.25.02 FACILITATOR SERVICES ......................................................................................................... 86
8.25.03 ADDITIONAL DUTIES OF THE FAMILY LAW FACILITATOR ............................................ 86
8.25.04 COMPLAINT PROCEDURE FOR FAMILY LAW FACILITATOR .......................................... 87
8.26.00 ACCESS TO COURT HEARINGS ............................................................................................... 88
8.26.01 ACCESS TO CERTAIN FAMILY LAW FILES .......................................................................... 88
8.27.00 FAMILY CENTERED CASE RESOLUTION PROCESS ........................................................... 88
8.27.01 AUTHORITY ................................................................................................................................ 88
8.27.02 APPLICABILITY ......................................................................................................................... 88
8.27.03 STATUS CONFERENCE ............................................................................................................. 88
8.27.04 RESERVED FOR FUTURE USE ................................................................................................. 89
8.27.05 STATUS CONFERENCE AND COURT’S ROLE....................................................................... 89
9.00.00 ADOPTION PROCEEDINGS ...................................................................................................... 90
9.00.01 ADOPTION HEARINGS .............................................................................................................. 90
9.00.02 ACCESS TO ADOPTION FILES ................................................................................................. 90
10.00.00 PROBATE PROCEEDINGS ......................................................................................................... 91
10.00.01 PROBATE CALENDAR AND TENTATIVE RULING SYSTEM .............................................. 91
10.00.02 FILING OBJECTIONS OR CONTINUANCES ........................................................................... 91
10.00.03 CONTINUANCES ........................................................................................................................ 92
10.00.04 MATTERS REQUIRING APPEARANCES ................................................................................. 92
10.00.05 PREPARATION OF ORDERS ..................................................................................................... 92
10.00.06 RESERVED FOR FUTURE USE ................................................................................................. 92
10.00.07 RESERVED FOR FUTURE USE ................................................................................................. 92
10.00.08 WAIVER OF RULE ...................................................................................................................... 92
10.01.00 NOTICES ...................................................................................................................................... 92
10.01.01 RESERVED FOR FUTURE USE ................................................................................................. 92
10.01.02 RESERVED FOR FUTURE USE ................................................................................................. 93
10.01.03 RESERVED FOR FUTURE USE ................................................................................................. 93
10.01.04 ADDITIONAL NOTICE IN COURT’S DISCRETION................................................................ 93
10.02.00 APPOINTMENT OF EXECUTORS AND ADMINISTRATORS ............................................... 93
10.02.01 SPECIAL LETTERS, NOTICE, AND APPOINTMENT ............................................................. 93
10.02.02 CORPORATE AND INDIVIDUAL CO-REPRESENTATIVES ................................................. 93
10.02.03 RESERVED FOR FUTURE USE ................................................................................................. 93
10.02.04 DEPOSIT OF PERSONAL PROPERTY FOR REDUCTION OF BOND .................................... 93
10.02.05 MULTIPLE REPRESENTATIVES .............................................................................................. 94
10.02.06 PROOF OF WILLS BY AFFIDAVIT OR DECLARATION ........................................................ 94
10.02.07 RESERVED FOR FUTURE USE ................................................................................................. 95
10.02.08 RESERVED FOR FUTURE USE ................................................................................................. 95
10.02.09 AGE, ADDRESS, AND RELATIONSHIP ................................................................................... 95
10.02.10 INFORMATION REQUIRED OF PERSONAL REPRESENTATIVES UPON
ACKNOWLEDGEMENT OF DUTIES ........................................................................................ 95
10.03.00 MOTIONS, PETITIONS, AND ORDERS .................................................................................... 95
10.03.01 CAPTIONS .................................................................................................................................... 95
10.03.02 PETITION TO SUPPORT EX PARTE ORDER ........................................................................... 95
10.03.03 ORDERS TO BE COMPLETE IN THEMSELVES ...................................................................... 95
10.03.04 NUNC PRO TUNC ORDERS CORRECTING CLERICAL ERRORS ........................................ 96
10.03.05 RESERVED FOR FUTURE USE ................................................................................................. 96
10.03.06 ESCHEAT PETITIONS ................................................................................................................ 96
10.03.07 RESERVED FOR FUTURE USE ................................................................................................. 96
10.04.00 CREDITORS’ CLAIMS ................................................................................................................ 96
10.04.01 RESERVED FOR FUTURE USE ................................................................................................. 96
10.04.02 APPROVAL OF FUNERAL CLAIMS ......................................................................................... 96

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10.04.03 PROOF OF SERVICE ON REJECTED CLAIMS ........................................................................ 97

10.05.00 SALES ........................................................................................................................................... 97
10.05.01 BROKER’S COMMISSION ON SALE OF REAL PROPERTY ................................................. 97
10.05.02 LISTING AGREEMENT .............................................................................................................. 97
10.05.03 NOTICE AND HEARING ON CONFIRMATION OF SALE OF REAL PROPERTY ............... 97
10.06.00 – 10.06.99 RESERVED FOR FUTURE USE ................................................................................... 97
10.07.00 ACCOUNTS, FEES, AND DISTRIBUTION ............................................................................... 97
10.07.01 RESERVED FOR FUTURE USE ................................................................................................. 97
10.07.02 RESERVED FOR FUTURE USE ................................................................................................. 97
10.07.03 RESERVED FOR FUTURE USE ................................................................................................. 97
10.07.04 ALLOWANCE ON ACCOUNT OF COMPENSATION ............................................................. 98
10.07.05 RESERVED FOR FUTURE USE ................................................................................................. 98
10.07.06 COSTS ........................................................................................................................................... 98
10.07.07 DESCRIPTION OF PROPERTY DISTRIBUTED ....................................................................... 98
10.07.08 RESERVED FOR FUTURE USE ................................................................................................. 98
10.07.09 AGREEMENTS FOR DISTRIBUTION ....................................................................................... 98
10.07.10 DISTRIBUTION TO MINORS ..................................................................................................... 98
10.07.11 DOCUMENTS TO BE ON FILE BEFORE HEARING FOR DISTRIBUTION .......................... 98
10.07.12 PETITION FOR FINAL DISTRIBUTION ................................................................................... 99
10.07.13 SPOUSAL PROPERTY ELECTION ............................................................................................ 99
10.08.00 JOINT TENANCIES AND LIFE ESTATES................................................................................. 99
10.08.01 PROCEEDINGS MUST BE IN NAME OF DECEDENT............................................................. 99
10.08.02 RESERVED FOR FUTURE USE ................................................................................................. 99
10.09.00 GUARDIANSHIPS AND CONSERVATORSHIPS – GENERAL PROVISIONS ...................... 99
10.09.01 APPOINTMENT OF TEMPORARY GUARDIAN OR CONSERVATOR ................................. 99
10.09.02 GUARDIAN’S AND CONSERVATOR’S BONDS ................................................................... 100
10.09.03 ALLOWANCE OF FEES IN GUARDIANSHIPS OR CONSERVATORSHIPS ...................... 100
10.09.04 INVESTMENT BY GUARDIAN OR CONSERVATOR ........................................................... 100
10.09.05 INVESTMENT PERFORMANCE REPORT ............................................................................. 101
10.09.06 WAIVER OF ACCOUNT ........................................................................................................... 101
10.09.07 ADDITIONAL POWERS ........................................................................................................... 101
10.09.08 ACCOUNTS ................................................................................................................................ 101
10.09.09 IDENTIFYING NUMBERS........................................................................................................ 102
10.09.10 VERIFIED DUTIES OF CONSERVATOR AND ACKNOWLEDGEMENT ........................... 102
10.10.00 GUARDIANSHIPS OF MINORS ............................................................................................... 102
10.10.01 APPOINTMENT OF GUARDIAN OF MINOR ......................................................................... 102
10.10.02 HEARING ON PETITION FOR APPOINTMENT OF GUARDIAN OF NON-RELATIVE
MINOR ........................................................................................................................................ 102
10.10.03 EFFECT OF OTHER PROCEEDINGS ...................................................................................... 103
10.10.04 DUTIES OF GUARDIAN – SUPPORT BY PARENTS ............................................................. 103
10.10.05 FINAL ACCOUNT AND REPORT ............................................................................................ 103
10.10.06 PROCEEDINGS UNDER PROBATE CODE SECTION 3410, ET SEQ. .................................. 103
10.10.07 COSTS OF INVESTIGATIONS ................................................................................................. 103
10.11.00 CONSERVATORSHIPS ............................................................................................................. 104
10.11.01 APPOINTMENT OF CONSERVATOR ..................................................................................... 104
10.11.02 PLACING PETITION ON CALENDAR .................................................................................... 104
10.11.03 TERMINATION OF CONSERVATORSHIP ............................................................................. 104
10.11.04 FINAL ACCOUNT OR REPORT ............................................................................................... 105
10.11.05 SALE OF CONSERVATEE'S RESIDENCE .............................................................................. 105
10.11.06 CONFIDENTIAL REPORTS, SUPPLEMENTS, OR PLANS ................................................... 105
10.12.00 – 10.22.01 RESERVED FOR FUTURE USE ................................................................................. 105
10.13.00 TRUSTS SUBJECT TO CONTINUING COURT JURISDICTION........................................... 105
10.13.01 IN GENERAL.............................................................................................................................. 105
10.13.02 PERIOD OF ACCOUNT ............................................................................................................. 105

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10.13.03 RESERVED FOR FUTURE USE ............................................................................................... 106

10.13.04 REPORT OF TRUSTEE.............................................................................................................. 106
10.14.00 COURT APPOINTED COUNSEL IN GUARDIANSHIPS AND CONSERVATORSHIPS ..... 106
10.14.01 INVESTIGATIVE AND EXPERT FEES AND EXPENSES; COMPENSATION .................... 108
10.15.00 ACCESS TO CERTAIN PROBATE FILES ............................................................................... 108
11.00.00 JUVENILE PROCEEDINGS ...................................................................................................... 108
11.00.01 SESSIONS ................................................................................................................................... 108
11.00.02 RULES OF PROCEDURE .......................................................................................................... 109
11.00.03 DISCLOSURE OF RECORDS IN JUVENILE CASE FILE....................................................... 109
11.00.04 AGENCY REPRESENTATION ................................................................................................. 109
11.00.05 PREHEARING DISCOVERY IN WELFARE AND INSTITUTIONS CODE SECTIONS 300,
601, AND 602 PROCEEDINGS .................................................................................................. 109
11.00.06 THE COURT APPOINTED SPECIAL ADVOCATE PROGRAM ............................................ 110
11.00.07 SERVICE OF CASA REPORTS ................................................................................................. 111
11.00.08 RELEASE OF INFORMATION TO CASA ADVOCATES ...................................................... 111
11.00.09 FAMILY LAW ADVOCACY..................................................................................................... 112
11.00.10 CALENDAR PRIORITY ............................................................................................................ 112
11.00.11 CASE SELECTION PROCEDURE ............................................................................................ 112
11.00.12 FINANCIAL DECLARATION .................................................................................................. 113
11.00.13 APPOINTMENT OF PRIVATE ATTORNEYS ......................................................................... 113
11.00.14 INVESTIGATOR, EXPERT FEES, EXPENSES IN JUVENILE COURT ................................ 118
11.00.15 DETENTION HEARINGS IN SECTION 300 MATTERS ......................................................... 119
11.00.16 NON-DETENTION HEARINGS ................................................................................................ 120
11.00.17 CONTESTED JURISDICTIONAL/DISPOSITIONAL HEARINGS ......................................... 121
11.00.18 VISITATION............................................................................................................................... 121
11.00.19 CONFIDENTIALITY IN DEPENDENCY MATTERS ............................................................. 122
11.00.20 PROTOCOL FOR TELEPHONIC APPEARANCES [CRC 5.531] ............................................ 123
12.00.00 APPELLATE DEPARTMENT OF THE SUPERIOR COURT ............................................... 123
LIST OF EFFECTIVE/REVISED DATES .................................................................................................. 125
ALPHABETICAL INDEX OF RULES ............................................................................................................ 138
LIST OF LOCAL FORMS BY FORM NUMBER ........................................................................................... 148
LIST OF LOCAL FORMS BY FORM NAME................................................................................................. 156

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1.00.00 SCOPE OF RULES FOR THE SUPERIOR COURT

These Local Rules apply to the Superior Court of California, in and for the County of El Dorado.
(Revised July 1, 2014)

1.00.01 EFFECTIVE DATE OF RULES

These rules shall take effect on July 1, 2021.
(Revised July 1, 2021)

1.00.02 EFFECT OF RULES AND CITATION TO RULES

These rules shall be known and cited as “Local Rules of the El Dorado County Superior Court.” These
rules supersede all local court rules previously adopted.
(Revised July 1, 2014)

1.00.03 CONSTRUCTION AND APPLICATION OF RULES

These rules shall be construed and applied in such a manner as to not conflict with the California Rules of
Court and shall be liberally construed to serve the proper and efficient administration of justice in the
Superior Court of El Dorado County.

The civil rules shall apply to all probate and unlawful detainer matters, except where time limits are
otherwise prescribed by law.

These rules do not apply to small claims division actions or proceedings, unless the text of specific rules
otherwise indicates.

The CEO of the Superior Court, as court clerk, shall be the official publisher of these rules and shall
maintain a set of the rules in the clerk’s office of each court for public inspection. Copies shall be made
available for sale at a reasonable fee.
(Revised January 1, 1999)

1.00.04 DEFINITION OF WORDS USED IN THESE RULES

A. The word “court” shall mean the Superior Court in and for the County of El Dorado, as well as all
branches and departments of the court. It shall further include any judge, commissioner, or judge
pro tempore, who is a duly elected or appointed member of a trial court in this county, and any
judge, commissioner, or judge pro tempore, including retired judges, who shall be assigned to a
trial court in this county by the chairperson of the Judicial Council.

B. The word “person” shall include and apply to corporations, firms, associations, and all other
entities, as well as to natural persons.

C. The word “affidavit” includes declarations and “declaration” includes affidavits.

D. The word “judgment” includes and applies to any judgment, and to any order or decree from which
an appeal may lie.

E. The use of the masculine, feminine, and neuter gender terms shall include the other genders.
(Revised January 1, 1999)

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1.00.05 AMENDMENT, ADDITION, OR REPEAL OF RULES

These rules may be amended or repealed, and new rules may be added, by a majority vote of the judges
of the Superior Court.
(Revised January 1, 1999)

2.00.00 COURT OF ORIGINAL PROCEEDINGS

The Court of Original Proceedings, as defined in the California Constitution, Article 6, section 10, and
applicable statutes, has jurisdiction of all adjudicative proceedings.
(Effective January 1, 1994)

2.00.01 SUPERVISION OF COURT BUSINESS

A. The business of the Superior Court shall be supervised by the executive committee, which shall
consist of the presiding judge, the assistant presiding judge, the court executive officer, and the
assistant court executive officer.

B. The presiding judge and the assistant presiding judge shall be selected by July 1 by a majority of
the judges of the court, and shall serve for a 2-year term beginning January 1. The presiding judge
and the assistant presiding judge may be elected for additional terms. The grand jury judge shall
be selected in January, but shall serve a term beginning July l and continuing to June 30 of the
following year.

C. Each branch court shall have a supervising judge who shall be appointed by the presiding judge.
If only one judge regularly sits in a particular branch, that judge shall be designated the supervising
judge.

D. Judges’ meetings shall be held monthly, or as otherwise determined by vote of the judges. The
executive committee is authorized to decide routine or noncontroversial matters in the event a
monthly judges’ meeting is not held.
(Revised January 1, 2017)

2.00.02 DUTIES OF THE PRESIDING JUDGE

A. The presiding judge of the court shall perform the duties specified in California Rules of Court,
rule 10.603. In performing those duties, the presiding judge shall be guided by the Standards of
Judicial Administration set forth in the California Rules of Court.

B. In accordance with the policies of the court and as authorized by California Rules of Court, rule
10.605, an executive committee may be established by the court to advise the presiding judge or
to establish policies and procedures for the internal management of the court. An executive
committee may be appointed by the presiding judge to advise the presiding judge.

C. For purposes of California Rules of Court, rule 10.603(c)(2)(H) (defining “vacation day”): An
absence of four consecutive hours in the morning (8:00 – 12:00) or afternoon (1:00 – 5:00) is
vacation time of half a day. An absence of eight consecutive hours is one full day of vacation.
Time off for dental and medical visits and for illness will not be charged as vacation time.
(Revised July 1, 2013)

2.00.03 ASSISTANT PRESIDING JUDGE

If at any time the presiding judge shall be absent, ill, on vacation, or otherwise unable to perform his or
her duties, the assistant presiding judge shall perform all the duties and exercise the authority of the

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presiding judge.

If at any time during the term of office both the presiding judge and the acting presiding judge are
unavailable because of illness, vacation, or other cause, the senior judge, or other judge as designated by
the presiding judge, shall serve as assistant presiding judge during the period of unavailability.
(Effective January 1, 1994)

2.00.04 CEO OF THE SUPERIOR COURT

The CEO of the Superior Court shall also serve as clerk of the court. The CEO of the Superior Court has
ultimate responsibility, under the supervision of the presiding judge, for the planning, organizing, and
directing the non-judicial activities of the court, and shall perform the duties specified in California Rules
of Court, rule 10.610 and in the job description as approved by the court from time to time.

The CEO of the Superior Court serves at the pleasure of the court and is appointed by the elected members
of the county judiciary by a simple majority vote.
(Revised July 1, 2012)

2.00.05 COURT COMMISSIONERS AND JUDGES PRO TEMPORE

Court commissioners for the court may be appointed by, and shall serve at the pleasure of, a majority of
its judges, and under the control and supervision of the presiding judge. Within the jurisdiction of each
court and under the direction of its judges, court commissioners shall exercise all the powers and perform
all the duties authorized by law to be performed by commissioners of the appointing court, and such
additional powers and duties as may be prescribed by law.

At the direction of the judges of the Superior Court, commissioners may have the same jurisdiction and
exercise the same powers and duties as the judges of the appointing court, and with the consent of the
parties, where required by law, may hear any other action as a judge pro tempore.

Temporary judges shall be appointed for the court in accordance with the California Rules of Court, rules
2.810–2.819. Temporary judges serve under the control and direction of the presiding judge and shall hear
matters as assigned by the presiding judge.
(Revised July 1, 2021)

2.00.06 COMPLAINTS AGAINST COMMISSIONERS, REFEREES, AND

JUDGES PRO TEMPORE
Complaints about the conduct of a subordinate judicial officer or judge pro tempore will be processed in
accordance with the procedures set forth in California Rules of Court, rule 10.703.

A person having a complaint regarding the professional conduct of and/or procedures employed by a
subordinate judicial officer or judge pro tempore shall make the complaint in writing to the presiding
judge. Persons who are unable to file a written complaint because of a disability may present an oral
complaint, which the presiding judge must commit to writing. The presiding judge, or another judge
designated by the presiding judge, will conduct an investigation of the matter, which may include
consultation with the judge pro tempore or subordinate judicial officer. Within 90 days of receipt, the
complainant will be informed in writing of the results of the investigation.
(Revised July 1, 2013)

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2.00.07 RECORD OF PROCEEDINGS

A. The court makes every effort to secure the services of official reporters for most civil case matters,
except as set forth in subsection (D). However, the court cannot guarantee that official reporting
services are available for proceedings where such services are not required by statute.

B. The parties will be notified as soon as possible in the event the court cannot secure the services of
an official reporter. If official reporting services are not required by statute for the case type, the
matter will proceed as scheduled without reporting services. On the condition it does not cause a
continuation of the proceeding, a party may also arrange, at the party’s expense, for a private
certified court reporter or certified shorthand reporter to report proceedings. The court does not
facilitate the attendance of private reporters.

C. Pursuant to Government Code section 69957, in limited civil actions and criminal misdemeanor
and infraction proceedings, the court, at its sole discretion, may utilize electronic recording as a
means of generating a verbatim record of proceedings. In those instances, court reporters will not
be provided.

D. Pursuant to California Rules of Court, rule 2.956, the court does not provide court reporters for
hearings in the following matters:

• All Civil Case Management Conferences

• All Civil Settlement Conferences
• All Civil Ex Parte Application hearings
• All hearings regarding Unlawful Detainers, Name Changes, or Small Claims
• All Infraction hearings

A litigant who wishes to obtain a record of a hearing for any of the above types of matters must
arrange for a court reporter at their expense. A litigant may contact the court to determine if a
court-connected court reporter is available by calling, as applicable, the Placerville Session at (530)
621-5867, or the South Lake Tahoe Session at (530) 573-3075. If a court-connected reporter is
available and provided to the litigant by the court, the litigant shall be charged fees as set forth in
subsection (F) below. The court does not facilitate the attendance of private certified court reporters
to report proceedings.

E. Notwithstanding subsection (D), an official reporter will be provided at court expense upon the
request for a court reporter by a party with a valid fee waiver on file, unless the proceeding is being
electronically recorded.

F. There shall be a court reporter fee as set forth in the court’s Uniform Civil Fee Schedule, which
can be viewed at the court’s web site at: www.eldoradocourt.org. All parties shall provide and post
court reporter fees pursuant to Government Code section 68086. Fees for proceedings lasting less
than one hour shall be posted by the moving party at the time of filing. Fees for proceedings lasting
more than one hour, including trials, shall be posted as directed by the court or at the beginning of
any long cause hearing or trial. Failure to provide and post court reporter fees pursuant to statute
and these rules shall be cause for the hearing or trial to be postponed or continued at the discretion
of the court. The court may award attorney fees and/or sanctions against the non-complying party.

G. Unless otherwise required by statute, the parties shall be responsible for all transcript costs
pursuant to Government Code section 69953.

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H. The court may tape or otherwise electronically record any hearing or proceeding for its internal
use. Any such recording shall not constitute an official record of the proceeding recorded and is
not available to the public.
(Revised January 22, 2020)

2.00.08 LOCATION AND SCHEDULE OF COURT SESSIONS

A. LOCATION

(1) On the Western Slope of the County, sessions of the court may be held in the courtrooms
provided in the El Dorado County Courthouse, 495 Main Street, Placerville, CA;
Placerville Superior Court, 2850 Fairlane Court, Placerville, CA; Cameron Park Superior
Court, 3321 Cameron Park Drive, Cameron Park, CA; and El Dorado County Courthouse,
295 Fair Lane, Placerville, CA. Small Claims and Unlawful Detainer proceedings are
heard at the court facility located at Cameron Park Superior Court, 3321 Cameron Park
Dr., Cameron Park, CA.

(2) In the City of South Lake Tahoe, all sessions of the Superior Court, including traffic and
small claims, are held in the El Dorado County Courthouse, 1354 Johnson Blvd., South
Lake Tahoe, CA.

(3) In addition, the court may conduct sessions at any appropriate location within the County
of El Dorado at the direction of the judicial officer presiding at the hearing.
(Revised July 1, 2019)

B. The courts take judicial notice of the last preceding census, taken under the authority of the
Congress of the United States, that the population of the City of South Lake Tahoe in the County
of El Dorado exceeds 7,000, and the City Hall in the City of South Lake Tahoe is more than 30
miles from the courthouse. Therefore, pursuant to the provisions of the Government Code section
69751.5, it is declared that a session of the Superior Court of the State of California, for the County
of El Dorado, shall be held in the City of South Lake Tahoe to serve the convenience of the
residents of the County and to promote the ends of justice.

C. For the convenience of the courts, there is hereby designated a portion of the County of El Dorado,
to be known as the South Lake Tahoe Area.

The South Lake Tahoe Area is legally described as follows:

Commencing at a point on the North section line of Section 35, Township 14 North, Range 14
East and the centerline of Barts Creek, said point being also on the El Dorado-Placer County line;
thence Southerly along the centerline of Barts Creek to its intersection with the centerline of Gerle
Creek; then Southerly along the centerline of Gerle Creek to a point on the centerline of Wentworth
Springs Road; thence Southerly along the centerline of Wentworth Springs Road to its intersection
with the centerline of Icehouse Road; thence Southerly along the centerline of Icehouse Road to
the East-West centerline of Section 13, Township 12 North, Range 14 East; then East along the
centerline of said Section 13, and Sections 18, 17, 16, 15 and 14, Township 12 North, Range 15
East to the East section line of said Section 14; then South along the East line of Section 14,
Township 12 North, Range 15 East to the Southwest corner of Section 18 of Township 12 North,
Range 16 East; thence East along the South lines of Sections 18, 17, 16, 15, 14 and 13 of Township

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12 North, Range 16 East and the South lines of Sections 18 and 17 of Township 12 North, Range
17 East to the Southeast corner of said Section 17; thence South along the West lines of Sections
21, 28 and 33 of Township 12 North and Range 17 East and the West lines of Sections 4, 9, 16, 21
and 28, Township 11 North, Range 17 East, to the Southwest corner of said Section 28; thence
West along the North line of Sections 5 and 6 to the Northwest corner of Section 6, Township 10
North, Range 17 East; thence South along the West lines of Township 10 North, Range 17 East
and Township 9 North, Range 17 East to intersection with the El Dorado-Amador County line;
thence Northeasterly along said county line to its intersection with the California-Nevada State
Line; thence Northerly and Westerly along the El Dorado County line to the point of beginning.
All Townships and Ranges are within the Mount Diablo Meridian.

D. The following actions or proceedings may be heard in the South Lake Tahoe Session:

(1) All jury actions or proceedings wherein the subject matter arises in the South Lake Tahoe
area.

(2) All non-jury actions or proceedings wherein the subject matters arise in the South Lake
Tahoe area.

(3) All non-jury actions or proceedings involving title to or possession of real property located
in said area in whole or in part.

(4) Proceedings for probate of an estate, termination of a life estate or joint tenancy and
guardianship, wherein residence is established in said area.

(5) All juvenile actions where the subject matter arises in the South Lake Tahoe area.

(6) Any action or proceeding may, for good cause, be transferred from the South Lake Tahoe
Session to the Session at the County Seat, or vice versa, on motion of any party or the
Courts.
(Revised July 1, 2011)

2.00.09 TRANSFERRING CASES BETWEEN PLACERVILLE AND SOUTH

LAKE TAHOE SESSIONS
A. Transfers shall be handled with regard for the present statutory requirements concerning cases
entitled to preference. Cases may only be transferred with the specific consent of the presiding
judge.

B. If a case has been venued in the Placerville session, all filings in that case must be made in
Placerville only.

(1) If a case has been venued in the South Lake Tahoe Session, all filings in that case must be
made in South Lake Tahoe only.

C. The judge in the receiving court shall be the authority on whether a transfer is to take place. Before
a case may be transferred, the judge in the receiving court must be consulted as to the cases pending
in that court on the date in question.

D. If the judge in the transferring court disagrees with the judge of the receiving court’s decision, the

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presiding judge shall rule as to:

(1) Whether the case shall be transferred;

(2) Whether it shall take precedence over the cases then pending in the receiving court; and

(3) Whether the case being transferred, if it is not to be heard during the trial week it was set
for in the transferring court, shall be given precedence over the cases pending in the
receiving court.

E. The judge in the receiving court shall have full authority over the case once transferred and any
change in trial status or reported settlement shall be made through the receiving court.

F. The judge of the transferring court shall notify counsel of the transfer immediately, and shall advise
counsel that all further communications and inquiries concerning the case should be made to the
judge of the receiving court assigned to try the case or the calendar clerk of that court.

G. The presiding judge may transfer any case between the 2 sessions for reasons of court convenience,
including the availability of a courtroom, the availability of a judicial officer, or for other reasons
promoting judicial efficiency as determined by the presiding judge.
(Effective January 1, 2006)

2.00.10 RESERVED FOR FUTURE USE

(Revised January 1, 2021)

2.00.11 RESERVED FOR FUTURE USE

(Revised January 1, 2021)

2.00.12 DUTY JUDGE

A. Each of the judges shall serve 1 week at a time as duty judge on a rotating basis. Each 1 week
period shall commence on Friday at 5:00 p.m. and continue until the following Friday at 5:00 p.m.,
unless otherwise noted on the schedule.

B. The judges shall annually by November of each year designate which time period each will be
available to serve as duty judge in the coming year, and the presiding judge shall make assignments
according to those designations. The judges shall rotate the name of each judge assigned to each 1
week period so that each of the 8 judges shall serve one period every two months. A duty judge
unable to act will arrange for a substitute and the pertinent agencies shall be so notified by the CEO
of the Superior Court. The presiding judge shall provide all relevant law enforcement and
governmental agencies with a copy of the judges’ annual duty judge schedule and any subsequent
revisions.

C. The duty judge shall be available by email or telephone at all times. In the event the duty judge
cannot be reached, any judge may be contacted for off-hours judicial business.

D. The duty judge shall be responsible for accomplishing the following:

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(1) Providing a ruling on all probable cause requests by law enforcement;

(2) Issuing domestic violence restraining orders;

(3) Executing written search warrants or, if because of distance such is not feasible, issuing
telephonic search warrants;

(4) Issuing emergency authorization for medical treatment for dependency children and other
children if required. In the event medical treatment is required for children who have been
taken into custody by Child Protective Services, it shall be the responsibility of Child
Protective Services to contact the duty judge and set forth the nature of the emergency,
including:

a. Name and telephone number of the doctor who is to be contacted;

b. Nature of the illness;

c. Names of the foster parents and their telephone number;

d. Telephone number of the Child Protective Services social worker who will be monitoring
the matter;

e. A succinct statement as to the nature of the emergency which dictates the requested
authorization.

The duty judge shall then confirm directly with the doctor the nature of the emergency and
the fact that the procedure which is to be taken cannot be delayed until the next work day
when the dependency calendar commissioner or judge will be available. The duty judge
shall then, pursuant to the requirements of law, determine whether or not said authorization
shall be given. In the event of children who are not dependent children of the juvenile court
or are not in the custody of Child Protective Services, the duty judge shall follow the
procedure as specified by law, confirming the nature of the emergency procedure and the
need for immediate operation, and proceed, if necessary, by telephonic hearing.

(5) All other emergency requests by law enforcement, Child Protective Services, probation
department, or any other governmental entity or individual entitled to emergency requests.
(Revised July 1, 2019)

2.00.13 HOLIDAYS
If any day on which an act is required by these rules to be done falls on a holiday, as defined in Code of
Civil Procedure section 134 and Government Code section 6700, the act may be performed on the next
succeeding court day after the holiday, with the same effect as if it had been performed on the required
day.
(Effective January 1, 1994)

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2.00.14 ALCOHOLIC BEVERAGES

Open containers of alcoholic beverages are prohibited in all areas of the courthouse and may not be brought
into the courthouse unless the container and its contents are to be used as an exhibit in a court proceeding.
(Effective July 1, 2010)

2.00.15 FIREARMS; WEAPONS; BODY ARMOR OR BALLISTIC

PROTECTION
No person, including correctional officers, governmental employees, deputy sheriffs, members of the
Highway Patrol, or other law enforcement representatives, other than a bailiff or person specifically
charged with the security of the court building, or as otherwise authorized by the judge, shall keep on his
or her person firearms or other weapons while in the court building and shall not bring any weapon into
the courtroom when the appearance is in a civil, family law, or probate matter. No person, except law
enforcement representatives, shall have on his or her person body armor or ballistic protection while in the
court building. (Revised July 1, 2018)

2.00.16 COURT SECURITY: SEARCHES OF PERSONS AND PROPERTY

In order to maintain adequate physical security for court personnel, litigants, and the public, the following
procedures shall apply to all court facilities.

A. All courtrooms and exterior doors of the courthouse shall be posted with a sign that shall state that
all persons entering the courthouse or a courtroom are subject to search.

B. All persons entering the courthouse or a courtroom shall be subject to cursory search, including
searches of purses, parcels and other carried items at any time deemed warranted by court security
personnel or as directed by a judge of the court. “Cursory search” includes the use of “pat down”
searches, electronic metal detection, and visual inspection of the contents of any purse, parcel, or
carried item.

C. All persons entering a courtroom shall be subject to detailed search, including searches of purses,
parcels, or other carried items at any time authorized by the judge of the subject courtroom.
“Detailed search” shall include all of the means in the previous paragraph, plus such additional
measures as may be deemed warranted by the authorizing judge.

D. Conducting searches pursuant to this rule, court security personnel shall acknowledge the right of
a person to decline a search of their person or property, on condition that they immediately leave
the courthouse. Such right to leave without being searched shall not apply to searches incident to
arrest or otherwise being taken into custody or any other circumstances authorized by law, which
permits searches without warrant. A person who refuses to submit to search and also refuses to
leave the courthouse may be subject to arrest for violation of Penal Code sections 148 and
166(a)(5).

E. Conducting searches as authorized by this rule, court security personnel, to the extent reasonably
practicable, shall conduct the searches with discretion and out of the general view of the public
and other court participants, including jurors. In exercising their discretion, court security
personnel may take into account such factors as the intrusiveness of the search, potential disruption
of court proceedings, officer safety and the security needs of the court.

F. Notwithstanding any of the foregoing provisions, upon good cause shown, a judge of the court
may order any method of search of persons or property deemed necessary on a case by case basis

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to secure the safety of the courthouse, court personnel, litigants and the public.
(Effective January 1, 1994)

2.00.17 USE OF ELECTRONIC DEVICES IN THE COURTROOM

This rule has been developed for the protection of all parties to ensure the secure and efficient handling
of cases and events in all court facilities of the Superior Court, County of El Dorado. No filming,
photography or electronic recording, including by way of smartphone or computer tablet, is permitted
in the court facilities except as permitted in the courtroom consistent with California Rules of Court,
rule 1.150 and this rule, or as permitted as a reasonable accommodation for a person with a disability
consistent with California Rules of Court, rule 1.100.

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

B. Videotaping, photographing, or electronic recording by the media and general public is not
permitted in any part of the court, including, but not limited to lobby areas, halls, stairs, and
elevators.

C. Videotaping, photographing or electronic recording devices must be turned off, while

transporting them in any area of the court.

D. All audible electronic devices must be turned off when they are in courtrooms.

E. Any photography of the interior of a courtroom through glass door windows or from the lobby
area through open doors is prohibited.

F. The use of photographic equipment or audio recording or transmission equipment in any jury
assembly area or juror deliberation room, through a window into such rooms, or into any such
rooms from any vantage point outside of such rooms is prohibited without advance permission
of the presiding judge or his/her designee.

G. Photographing, videotaping, filming, and electronic recording of anyone wearing a juror badge
anywhere inside a courthouse is prohibited. Photographing, videotaping, filming, and electronic
recording or anyone standing in line awaiting entry into a jury assembly area is also prohibited.

H. Photographing, videotaping, filming, and electronic recording of anyone involved in any case,
including litigants, witnesses, and spectators, anywhere inside a courthouse is prohibited.
Nothing in this rule shall be read to prohibit photography associated with weddings as long as
persons who are prohibited from being photographed in this rule are not depicted in such photos.

I. Unless specifically authorized by the judge, no computer, laptop, computer tablet, wireless
device, cell phone or other electronic devices may be used or accessed within any courtroom
by counsel or any member of the public.

J. Photography, video and electronic recording equipment used in violation of this rule is subject

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to confiscation and search. Any person who violates this rule may be subject to criminal or civil
prosecution under Code of Civil Procedure section 177.5; Penal Code section 632; Penal Code
section 166(a)(1); California Rules of Court, rule 1.150(f).
(Revised July 1, 2014)

2.00.18 PRESENTATION OF AUDIO/VISUAL EVIDENCE

A. COURTROOM EQUIPMENT. In general, each courtroom is equipped with a conference telephone,
assisted-listening devices, Wi-Fi internet access, and either an LCD television or a projector
screen.

B. BRINGING YOUR OWN EQUIPMENT. The court is not able to provide assistance in setup or use of
equipment which does not belong to the court. If requested, the court’s Information Technology
Department can provide reasonable technical assistance with issues involving connectivity to
court technology equipment. The request for assistance must be made at least one week in
advance of the court date.

C. USE OF DVDS; FORMAT. Please be advised that certain DVD formats are not compatible with
the court’s DVD players in the jury deliberation rooms. To prevent delays in court due to
compatibility problems, a party presenting evidence by way of DVD must ensure all video and
pictures on the DVD are burned in a DVD-player playable format.
(Effective January 1, 2017)

2.01.00 LOCAL COMMITTEE ON THE ELIMINATION OF BIAS

The court, in cooperation with the El Dorado County Bar Association, establishes a Committee on the
Elimination of Bias (“the Committee”), as required by the California Rules of Court, Standard 10.20,
Title 10, Standards of Judicial Administration.

A. POLICY. The court is dedicated to preserving the integrity and impartiality of the judicial system,
to ensuring that courtroom proceedings are conducted in a manner that is fair and impartial to
all participants, and to eliminating explicit and implicit bias in all court proceedings.

In all courtroom proceedings, except where such conduct is relevant to the issues in the
proceeding, all court staff, courtroom clerks, court reporters, bailiffs (collectively “court staff”),
judicial officers, attorneys, jurors, witnesses, and all other participants shall refrain from
engaging in any conduct or comment that exhibits bias, including but not limited to, bias based
on ancestry, race, national origin, ethnicity, gender, sexual orientation or identity, religion, age,
disability, marital status, or socioeconomic status whether that bias is directed toward counsel,
court staff, witnesses, parties, jurors, or any other participants.

Judicial officers shall ensure that all orders, rulings, and decisions are based on the sound
exercise of judicial discretion and the balancing of competing rights and interests and are not
influenced by stereotypes or biases.

B. COMMITTEE COMPOSITION AND FUNCTION

(1) The presiding judge, or the judge’s designee, shall appoint the members of the Committee,
with the intent to create a diverse representation of the community at large. The Committee
Chair shall be a judge of the court. The other Committee members should be drawn from
the court community and its justice partners, including but not limited to judges, lawyers,

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court administrators, members of any local bar association, community organizers, and
representatives and individuals from nonprofit agencies.

(2) The Committee aims to sponsor or support educational programs designed to eliminate bias
within the court and legal communities.

C. INTENT OF THE COMPLAINT PROCEDURE. The intent of this procedure is to educate with the
purpose of improving and preserving the integrity and impartiality of the judicial system. Under
the California Rules of Court, Standard 10.20, Title 10, Standards of Judicial Administration,
the Committee has no authority to take disciplinary action, however it may refer the
complainant to the appropriate disciplinary authority as warranted.

D. COMPLAINT PROCEDURE

(1) Any person who believes that they have been subjected to conduct by a judicial officer,
court staff, or any other courtroom participant in violation of paragraph (A) above, may
submit a written complaint to the Committee.

(2) Anonymous complaints are prohibited. To the extent possible and unless disclosure is
required by law, the Committee will protect the confidentiality of the complainant, the
person who is the subject of the complaint, and other interested persons.

(3) One or more members of the Committee must receive and screen complaints. No Committee
member may participate in the review or investigation of any complaint if that person is the
subject of the complaint or a percipient witness to the complained-of conduct. The
Committee’s focus will be on incidents that do not warrant discipline but should be
corrected.

(4) In determining whether a complaint raises an appearance of bias, or if there is incomplete

information, the Committee may contact the complainant for additional information.

(5) If the Committee concludes that a complaint raises the appearance of bias, the Committee
will educate the offending party for the purpose of ameliorating the problem.

(6) The complainant must be advised of the results of the Committee’s review and subsequent
action taken, if any.

(7) With respect to those incidents that, if substantiated, would warrant discipline, the
Committee will advise the complainant of the appropriate disciplinary authority.

(8) Nothing in this procedure in any way limits the ability of any person to submit a complaint
of misconduct to the appropriate disciplinary body.

(9) To the extent possible and unless disclosure is required by law, retention of written records
of complaints received is prohibited. Collection of data on types of complaints or underlying
anecdotes that might be useful in educational programs is permitted.
(Effective July 1, 2021)

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3.00.00 JURIES AND JURY SERVICE

(Effective January 1, 1994)

3.00.01 COMMON JURY PANEL

A. Any court in either the South Lake Tahoe area or the Western Slope area may use a jury panel
summoned by another court in the same area.

B. Venire persons for trial juries in El Dorado County shall be summoned from the supervisorial
district which is geographically proximate to the court within which the trial shall be held, as well
as from residents of other immediately adjacent supervisorial districts, or portions thereof, as may
be determined by the jury commissioner. In the interest of justice, the court may order a
countywide venire.

C. When a countywide venire is utilized, a prospective juror shall have the option of selecting whether
he or she wishes to serve in the South Lake Tahoe or Placerville Session of court. Such selection
shall, in the ordinary case, be determined by the mileage between the Juror’s residence and the
City of Placerville or the City of South Lake Tahoe.
(Revised, January 1, 1994)

3.00.02 DEMAND FOR JURY IN CIVIL ACTION; PAYMENT OF FEES

Demand for jury in civil actions and payment of jury fees shall be pursuant to Code of Civil Procedure
section 631, et seq.
(Revised July 1, 2013)

3.00.03 DUTY OF CITIZENSHIP

Jury service, unless excused by law, is a responsibility of citizenship. The court and its staff should employ
all necessary and appropriate means to assure that citizens fulfill this important civic responsibility.
(Effective January 1, 1994)

3.00.04 REQUESTS TO BE EXCUSED

All requests to be excused from jury service that are granted for undue hardship shall be in writing from
the prospective juror, or placed on the court’s record. The prospective juror shall support the request with
facts specifying the hardship and a statement why the circumstances constituting the undue hardship
cannot be avoided by deferring the prospective juror’s service.
(Effective January 1, 1994)

3.00.05 GROUNDS CONSTITUTING UNDUE HARDSHIP

A. An excuse on the ground of undue hardship may be granted for any of the following reasons:

(1) The prospective juror has no reasonably available means of public or private
transportation;

(2) The prospective juror must travel a distance exceeding one and one-half hours from the
prospective juror’s home;

(3) The prospective juror will bear an extreme financial burden;

B. In determining whether to excuse the prospective juror, consideration should be given to:

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(1) The source of the prospective juror’s household income;

(2) The availability and extent of income reimbursement;

(3) The expected length of service; and

(4) Whether service can reasonably be expected to compromise that person’s ability to support
himself or herself or his or her dependents, or so disrupt the economic stability of any
individual as to be against the interests of justice.

C. The prospective juror will bear an undue risk of material injury to or destruction of property of the
prospective juror, where it is not feasible to make alternative arrangements to alleviate the risk. In
determining whether to excuse the prospective juror, consideration shall be given to:

(1) The nature of the property;

(2) The source and duration of the risk;

(3) The probability that the risk will be realized;

(4) The reason why alternative arrangements to protect the property cannot be made; and

(5) Whether material injury to or destruction of the property will so disrupt the economic
stability of any individual as to be against the interests of justice.

D. The prospective juror has a physical or mental disability or impairment, not affecting that person’s
competence to act as a juror, which would expose the potential juror to undue risk of mental or
physical harm. In an individual case, except where the person is aged 70 years or older, the
prospective juror must furnish verification or a method of verification of the disability or
impairment, its probable duration, and the particular reasons for the person’s inability to serve as
a juror.

E. The prospective juror’s services are immediately needed for the protection of the public health and
safety, and it is not feasible to make alternative arrangements to relieve the person of these
responsibilities during the period of service as a juror without substantially reducing essential
public services.

F. The prospective juror has a personal obligation to provide actual and necessary care to another,
including sick, aged, or infirm dependents, or a child who requires the prospective juror’s personal
care and attention, and no comparable substitute care is either available or practical without
imposing an undue economic hardship on the prospective juror or the person cared for. Where the
request to be excused is based on care provided to a sick, disabled, or infirm person, the prospective
juror may be required to furnish verification or a method of verification that the person being cared
for is in need of regular and personal care.
(Revised January 1, 2012)

3.00.06 PRIOR JURY SERVICE

A prospective juror who served on a grand or trial jury or was summoned and appeared for jury service in
any state or federal court during the immediately preceding 12 months, shall be excused from jury service

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on request for a period of 1 year from the date of that jury service. This rule does not apply to the South
Lake Tahoe jury service requirement where a juror may be called to appear more than one time within a
one-year period.
(Revised July 1, 2012)

3.00.07 PERSONS QUALIFIED TO SERVE AS JURORS

The following persons are qualified to serve as jurors:

A. A citizen of the United States;

B. At least 18 years of age;

C. A resident of the County of El Dorado; and

D. Able to understand, read, and speak the English language.

(Effective January 1, 1994)

3.00.08 PERSONS DISQUALIFIED FROM JURY SERVICE

The following persons are disqualified from jury service:

A. Persons who do not possess the above qualifications;

B. Have been convicted of a felony and whose civil rights have not been restored, malfeasance in
office or other high crime;

C. Persons presently serving as a Grand Juror in any state or federal court;

D. A person is exempt from jury service, if currently a peace officer as defined in Penal Code sections
830.1 and 830.2(a).
(Effective January 1, 1994)

3.00.09 REQUEST FOR A PROSPECTIVE JUROR TO BE EXCUSED OR

DEFERRED
A. Upon written request, the jury commissioner or the court is empowered to excuse from jury service
persons for which jury service would entail an undue hardship as defined in rule 3.00.05.

B. Upon written request, the jury commissioner or the court is empowered to postpone the jury service
of a person for a period not to exceed 90 days.

C. Upon written request, the jury commissioner or court is empowered to postpone any other
legitimate temporary hardship not expressly defined on the summons itself, in the opinion of the
jury commissioner that would justify the temporary deferment of jury service.
(Revised July 1, 2012)

4.00.00 DOCUMENTS PRESENTED FOR FILING

(Effective January 1, 1994)

4.00.01 GENERAL FORMAT OF DOCUMENTS

A. All papers and documents presented for filing shall comply with California Rules of Court, rules

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2.100–2.150 and rules 3.1110–3.1116.

B. A document that is produced by photocopying a printed form shall possess the same format with
respect to the face and reverse side of the form as does the printed form from which it is copied.

C. All documents presented for filing should include the office telephone number, facsimile telephone
number, and the electronic mail address (e-mail address) of the attorney or party in propria persona
presenting the document for filing, although the clerk will not reject a paper presented for filing
because it does not contain the facsimile telephone number or electronic mail address of the
attorney or party in propria persona.

The “office telephone number” means a telephone at a physical location where the party or the
attorney can be reached; cellular telephone numbers are not “office telephone numbers.” If the
party or the attorney does not have a facsimile transmission telephone number, the document shall
so state.

D. CONFIDENTIAL INFORMATION IN CIVIL FILINGS

(1) When filing any documents with the court in a civil action, all parties shall exclude social
security numbers and financial account numbers from the documents to be filed. If a party
intends to file any document which would otherwise include an individual’s social security
number or financial account number(s), the party shall exclude or redact all numbers except
for the last four digits of the social security number or financial account number(s) prior to
filing the document with the court.

(2) A party wishing to file a document containing the unredacted social security or financial
account number(s) may submit a motion or ex parte application to file an unredacted
document under seal. Such documents may only be filed with the court upon order of the
court.

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

(4) Civil actions refer to all civil cases except family law (including proceedings under the
Family Law Act, Uniform Parentage Act, and Uniform Child Custody Jurisdiction Act,
freedom from parental custody and control proceedings, and adoption proceedings),
juvenile court proceedings, and domestic violence retraining orders.

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

F. Unless clearly required to be confidential, court files are public records and are open to inspection
to any member of the public. The clerk of the court is not authorized to redact any such confidential
information. It is the responsibility of counsel or a party in propria persona to redact any such
information from any document presented for filing.
(Revised July 1, 2013)

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4.00.02 FORMAT OF DOCUMENTS – LAW AND MOTION MATTERS

The rule applies to all papers filed in connection with any law and motion matter.

A. Law and motion documents filed with the court shall not include attached copies of any documents
to which reference has been made that are already in the court’s file, but such documents shall be
referred to by the title, date of the document, and date of filing, if known.

B. A duplicate copy of the law and motion document, to which shall be attached a copy of all
documents in the court’s file to which reference has been made, shall be delivered to the clerk at
the time of the filing for use by the judge who will hear the matter.
(Revised July 1, 2009)

4.00.03 JUDGMENTS AND DECREES

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

B. 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 of the proposed judgment may be attached
as an exhibit to the stipulation.
(Effective January 1, 1994)

4.00.04 CONFORMING COPIES

The clerk will conform a maximum of 2 copies of any document at the time of filing. Additional copies
will be provided by photocopying and the standard fee for photocopying will be charged.
(Effective January 1, 1994)

4.00.05 RETURN ENVELOPE REQUIRED FOR CONFORMED COPIES

A self-addressed, return envelope with sufficient postage affixed is required when any party desires the
return of conformed copies.

Copies submitted for conformance without a return envelope will be placed in the attorney’s “will-call
file” at the office of the Superior Court clerk. Conformed documents that have not been picked up within
a reasonable time may be placed in the court file or destroyed.
(Effective January 1, 1994)

4.00.06 TIME AND DATE OF HEARING TO BE INDICATED

When the date of hearing of any law and motion, criminal, or probate matter is known, all documents filed
for consideration at the hearing shall contain the date of hearing, the time, and the department, below the
action number. Failure to comply with this rule may result in documents not being before the court at the
time of the hearing.
(Effective January 1, 1994)

4.00.07 ATTORNEY “WILL-CALL” FILE

For their convenience, attorneys who wish to obtain copies of minute orders, other orders, judgments,
rulings, and other documents issued by the court may maintain a “will-call” file in the “will-call” file
cabinet located at the Placerville, Cameron Park, and South Lake Tahoe courthouses.

By requesting a “will-call” file, the attorney consents to service of the documents issued by the Superior
Court. Documents placed in an attorney’s “will-call” file located in an El Dorado County courthouse by

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individuals or agencies other than the Superior Court will not be considered “served” upon the attorney or
his or her client. Service on the attorney shall be deemed complete 5 days after the date of the minute order
or other document. Copies of documents placed in the “will-call” file will not be mailed to the attorney.
An attorney who does not consent to such service will not be permitted to maintain a “will-call” file.

In the event of partnerships or associations going under a law firm name, each member of the firm must
sign. This also includes submitting the signature of any new attorney joining the firm.

Documents placed in the “will-call” file and not picked up within a reasonable amount of time will be
placed in the court file or destroyed.
(Revised January 1, 2009)

4.00.08 FILING OF DOCUMENTS BY FAX

No documents, except for criminal complaints, parole violation petitions, and registration of protective
orders issued by the local Tribal Court, may be filed by fax with the Clerk of the Court, unless the filing
is by a fax filing agency as provided in rule 4.00.09.
(Revised January 1, 2014)

4.00.09 FILING THROUGH FAX FILING AGENCY

The Superior Court of California, County of El Dorado, accepts fax filing in civil, probate, and family law
departments by facsimile transmission pursuant to California Rules of Court, rules 2.300 through 2.306.
Documents received by 4:00 p.m. shall be filed with that day’s date. All documents received after 4:00
p.m. are deemed to have occurred on the next business day. The Superior Court of California, County of
El Dorado, does not accept direct facsimile filing of documents except as authorized in rule 4.00.08. Refer
to the court’s website for online fax filing instructions at www.eldoradocourt.org.
(Revised January 1, 2019)

4.00.10 AFTER-HOURS DROP BOX

Filings presented to the Superior Court may be placed in any of the court’s after-hours drop boxes.
Filings placed in the court’s after-hours drop boxes after 4:00 p.m. will be filed by the court on the next
court day. An after-hours drop box is available at all of the court facilities. Filings not placed in the
court’s after-hours drop box will not be accepted for filing.
(Effective January 1, 2018)

5.00.00 CRIMINAL PROCEEDINGS

(Effective January 1, 1994)

5.00.01 APPLICATION OF RULES

The criminal rules apply to all criminal cases unless otherwise provided by statute, or rule in the
California Rules of Court or the Local Rules of the El Dorado County Superior Court.
(Effective July 1, 2014)

5.00.02 CRIMINAL COMPLAINTS: FORMAT

In a criminal filing, the information and any copies of these documents shall be printed on blue paper.
(Revised July 1, 2007)

5.00.03 CRIMINAL COMPLAINTS: TIME AND PLACE FOR FILING

A. All criminal actions or proceedings wherein the subject matter arises in the South Lake Tahoe area
as defined in Local Rule 2.00.09(C) shall be filed in the South Lake Tahoe Session. All other

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criminal actions or proceedings shall be filed in the Placerville Session. The court, in its discretion,
with the concurrence of the presiding judge, may transfer an action between sessions.

B. All criminal complaints charging in-custody defendants shall be filed at the earliest time possible,
but in no case later than noon on the date set for the arraignment of the defendant on those charges.
The clerk may accept documents for filing after noon only upon permission of the judge assigned
to the arraignment, or any other judicial officer if the judge assigned is unavailable. In-custody
criminal complaints submitted electronically to the court are limited in size to 50 pages per case,
including the complaint and supporting documents, such as rap sheets and police reports in support
of criminal protective order requests. In-custody criminal complaints in excess of 50 pages per
case are excluded from electronic filing, either by email or fax, and must be printed and delivered
to the appropriate clerk’s office for filing as set forth in subsection (A) of this rule.

C. All criminal complaints charging out-of-custody defendants shall be filed with the clerk no later
than 2 court days before the time of the defendant’s first appearance on those charges. The judge
assigned to the criminal calendar may authorize the filing of late documents.
(Revised July 1, 2017)

5.00.04 POLICY
It is the policy of the Superior Court to dispose of misdemeanors and felony preliminary examinations as
follows:

A. MISDEMEANOR CASES

(1) 90 percent disposed of within 30 days after the defendant’s first court appearance.

(2) 98 percent disposed of within 90 days after the defendant’s first court appearance.

(3) 100 percent disposed of within 120 days after the defendant’s first court appearance.

B. FELONY PRELIMINARY EXAMINATIONS

(1) 90 percent disposed of within 30 days after the defendant’s first court appearance.

(2) 98 percent within 45 days after the defendant’s first court appearance.

(3) 100 percent disposed of within 90 days after the defendant’s first court appearance.
(Effective July 1, 2000)

5.01.00 VIDEOCONFERENCING
Unless otherwise prohibited by law, parties may appear or present testimony by videoconference. The
requesting party must file and serve an application at least ten (10) days prior to the date the matter is
initially set for hearing or trial. Any objections to the application must be filed and served no later than
five (5) days after service of the application. Thereafter, the court will rule on the application or set the
matter for hearing on the application.

The application form is available at the court’s website or in the clerk’s office. Videoconference
appearances will be arranged through CourtCall. Fees will be paid by the requesting party to CourtCall.
(Effective July 1, 2014)

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5.02.00 – 5.09.00 RESERVED FOR FUTURE USE

(Revised July 1, 2014)

5.10.00 BAIL
(Effective January 1, 1994)

5.10.01 REQUESTS FOR BAIL OR RELEASE ON OWN RECOGNIZANCE

Once bail has been set, counsel may request that bail be modified. Due notice of a request to modify bail
shall be given to all parties so that the issue may be fully litigated.
(Effective January 1, 1994)

5.10.02 BAIL FORFEITURES

A. The court will not give notice to the district attorney or to county counsel when considering a
request to set aside a forfeiture of bail pursuant to Penal Code section 1305(a), provided all of the
following occurs:

(1) The defendant has been delivered into the custody of the County Sheriff or the defendant
is present at the court proceeding for bail exoneration; and

(2) The proceeding for exoneration of bail has been commenced within 180 days after entry
in the minutes or mailing of the notice of forfeiture, together with whatever additional time,
if any, the court may have ordered pursuant to Penal Code section 1305(a);

(3) The Court has assessed the sum of $75.00 in those cases in which the defendant has
voluntarily surrendered to the court and has assessed the sum of $125.00 in those cases in
which the defendant’s appearance is the result of an agency arrest. These sums represent a
reasonable estimate of the court’s costs in repossessing the defendant, and shall be a
condition to the exoneration of bail in all cases; and

(4) Where the defendant has been transported back to El Dorado County at public expense,
the actual expenses incurred shall be assessed.

B. In all other cases, the district attorney and county counsel shall be given notice by the agency
posting bail pursuant to the provisions of Penal Code section 1305(a). Proof of service of such
notice shall be filed with the court.
(Effective January 1, 1994)

5.11.00 TRIAL SETTING AND READINESS CONFERENCES

Each criminal case pending trial shall receive a date certain for trial and readiness conference. At the time
a trial date is assigned, counsel shall advise the court of the estimated length of trial.
(Effective January 1, 1994)

5.11.01 STATUS CONFERENCE

Status conferences shall be held in criminal cases for the purpose of resolving discovery issues and other
matters on a date set by the Court. Counsel is required to personally meet and confer in an attempt to
resolve any outstanding discovery issues prior to the status conference.
(Revised, July 1, 2006)

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5.11.02 RESERVED FOR FUTURE USE

(Revised January 1, 2013)

5.11.03 PRETRIAL CONFERENCE

(Revised July 1, 2014)

5.11.04 MOTIONS IN CRIMINAL CASES

A. CRIMINAL LAW AND MOTION CALENDAR

(1) Length of Hearing:

Matters on the criminal law and motion calendar are set for a total of no more than 15
minutes for argument, without the taking of testimony. When a matter is called on the
criminal law and motion calendar and it appears that argument will take more than 15
minutes or testimony is required, it shall be deemed a long cause matter. The court, in its
discretion, may reset the matter at a date and time convenient to the court for long cause
hearing.

If counsels believe that a matter will take more than 15 minutes to argue, that matter should
not be placed on the regularly scheduled criminal law and motion calendar. In such a case,
counsel should contact the calendar clerk and request that the matter be scheduled as a long
cause hearing.

B. MOTIONS IN LIMINE

(1) Any motions in limine in criminal cases, unless otherwise specifically ordered by the court,
shall be submitted in writing not less than 7 calendar days before the trial date. Any
response to a motion in limine shall be filed not later than 4 calendar days preceding the
first day of trial.

(2) A hearing on the motions in limine will be specially set at the convenience of the court,
but in no event later than 1:30 p.m. on the Friday preceding the first day of trial. If counsel
believe that a hearing on the motions will delay the scheduled trial date, they shall promptly
advise the court of the circumstances which will cause the delay.

C. COMPLEX MOTIONS DURING TRIAL

(1) Motions that are complex, extensive, or are out of the ordinary in any other respect, shall
follow the same notice and hearing procedure described above for motions in limine.
(Revised July 1, 2015)

5.11.05 ELECTRONIC RECORDINGS OFFERED INTO EVIDENCE

Unless otherwise ordered by the court, a party offering into evidence an electronic sound or sound-and-
video recording shall have a typewritten transcript of the recording lodged with the court and a copy
provided to opposing parties no later than the time of the hearing on the motions in limine.
(Revised August 1, 2016)

5.12.00 TRIAL
(Effective January 1, 1994)

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5.12.01 CONTINUANCES
A continuance of a criminal trial or hearing shall require the approval of the court. Counsel are required
to file a noticed motion requesting a continuance, or by stipulating to a continuance, provided a court order
approving that stipulation is filed.

If necessary, defense counsel shall provide a written time waiver by the defendant.
(Effective January 1, 1994)

5.12.02 MARKING EXHIBITS

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

If less than ten (10) exhibits are to be marked, the List of Exhibits Form, together with the marked exhibits,
shall be delivered to the clerk by 8:30 a.m. on the morning of the first day of trial. The clerk will provide
exhibit marking tags and the List of Exhibits Form upon request of counsel.
(Revised August 1, 2016)

5.12.03 WITHDRAWAL OF TIME WAIVERS

A defendant who wishes to withdraw a previous general time waiver must give “proper notice” to the
district attorney as required by Penal Code section 1382(a). Such proper notice shall be in writing,
addressed and delivered in a manner reasonably calculated to come to the immediate attention of a
prosecutor with responsibility for the case, and be given enough in advance to permit the district
attorney to ascertain witness availability and the court to set an appropriate trial date accordingly. Two
days’ notice shall constitute proper notice. A judge may determine, however, based on the facts of the
case, that a lesser time constitutes proper notice.
(Effective July 1, 2020)

5.13.00 FELONY BAIL SCHEDULE

The court will periodically adopt a bail schedule. The CEO of the Superior Court shall maintain copies of
the current schedule.
(Revised July 1, 1998)

5.14.00 EXHIBIT STORAGE AND DISPOSITION

(Revised July 1, 2014)

5.14.01 POLICY
It is the policy of the El Dorado County Courts that evidence admitted in any case before the courts:

A. Shall be only those items required in the case;

B. Shall not pose a security or storage problem nor a risk to health or safety;

C. Shall not be retained by the court beyond the minimum time required by law, unless good cause is
shown.
(Effective January 1, 1994)

5.14.02 RECEIPT OF EXHIBITS

A. No exhibits shall be accepted by the exhibits custodian unless:

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(1) All containers of liquid substances shall be clearly marked as to the type of liquid and the
amount;

(2) All containers of controlled substances shall be clearly marked identifying the substance
and its weight, and are sealed to prevent pungent or strong-smelling odors and leaks;

(3) All cash, whether individually or packaged, shall be specifically identified as to the total
amount of cash and the number of bills of each denomination;

(4) All firearms shall be secured by means of a nylon tie or trigger guard;

(5) All hypodermic needles shall be placed in containers that safeguard personnel handling the
exhibit from accidental injury.

B. All exhibits must be individually tagged with the appropriate exhibit tag. Each exhibit tag must be
properly completed and securely attached to the exhibit.

C. No exhibit shall be received by the court, if it poses a security or storage problem or a risk to
health or safety. Unidentified liquids, containers, or suspect substances shall be returned to the
party who offered the exhibit. Types of exhibits which will not be received include, but are not
limited to, the following:

(1) Any type of explosive powder;

(2) Explosive chemicals, including toluene and ethane;

(3) Explosive devices, including grenades, pipe bombs;

(4) Flammable liquids, including gasoline, kerosene, lighter fluid, paint thinner, and ethyl
ether;

(5) Canisters containing tear-gas, mace, or similar substances;

(6) Rags that have been soaked in flammable liquids;

(7) Liquid drugs, including phencyclidine (PCP); methamphetamine, corrosive liquids,

pyrrolidine, morpholine, and piperidine; or

(8) Samples of blood, urine, other bodily fluids, and any substance requiring refrigeration or
humidity-controlled storage.

D. Exhibits toxic by their nature that pose a health hazard to humans shall be introduced to the court
in the form of a photographic record and a written chemical analysis certified by competent
authority. Where the court finds that good cause exists to depart from this procedure, toxic exhibits
may be brought into the courtroom and introduced. Upon conclusion of a trial, exhibits containing
toxic or hazardous materials, including but not limited to bodily fluids, controlled substances
(including marijuana), weapons, and any other exhibit the court determines may present a hazard
shall be returned to the originating agency for storage pending appeal.

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E. Any exhibit that is improperly tagged, marked, weighed, or otherwise improperly identified, will
not be accepted by the court.

F. The court, in its discretion, may admit any exhibit in the interests of justice.

G. Original photographs shall be substituted for any photographically enlarged exhibits.

H. The court, in its discretion, may order a representative sample and/or a photograph substituted for
large or bulky exhibits that pose a storage problem.
(Revised July 1, 2015)

5.14.03 RETENTION, DESTRUCTION, AND RETURN OF EXHIBITS

A. The clerk shall retain custody of any exhibit introduced into evidence in a criminal proceeding
until the final determination or dismissal of the action or proceeding, or as otherwise required by
law.

B. Upon entry of a judgment of acquittal/not guilty verdict, all exhibits that have been marked,
identified, and/or admitted into evidence, shall be removed from the courtroom by counsel at the
conclusion of the trial.

C. Except in capital cases, once a judgment has become final, and any appellate proceedings in the
matter have been terminated, exhibits retained from a case shall be promptly destroyed or
otherwise disposed of by the court clerk in accordance with current law or rule of court. Parties
who wish to retain their exhibits shall sign and file with the clerk a request for return of exhibits
prior to the end of the hearing or trial of the matter.

D. Except as required by law, the court, on its own motion, may order exhibits destroyed or otherwise
disposed of, or may order that exhibits be returned to the attorney for the party introducing those
exhibits, 60 days after the expiration of the time for filing a notice of appeal.
(Revised July 1, 2006)

5.14.04 VIEWING EXHIBITS

A. While a case is active, only the attorneys of record and court personnel may view the exhibits. Any
other person interested in viewing an exhibit must first obtain an order of court permitting a view.

B. Viewing of exhibits shall take place in the presence of the exhibit’s custodian. Exhibits may not
be altered or taken apart, except upon order of court. Special viewing equipment shall not be
permitted except upon prior order of court.
(Effective January 1, 1994)

5.15.00 COURT APPOINTED COUNSEL AND EXPERTS;

COMPENSATION
(Effective January 1, 1994)

5.15.01 RESERVED FOR FUTURE USE

(Revised July 1, 2006)

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5.15.02 INVESTIGATIVE FEES AND EXPENSES

A. Application for Fees and Expenses. Application for investigative fees and expenses shall be made
in writing, as follows:

(1) To the judge of the department to which the case has been assigned;

(2) To the judge of the department to which the matter has been referred pursuant to Penal
Code section 987.9; or

(3) To the presiding judge for all other cases.

B. Amount of Fees. The amount of fees will be as set by court policy, including maximum rates and
claims procedure.
(Revised July 1, 1995)

5.15.03 EXPERT FEES AND EXPENSES

A. Application for Expert Fees and Expenses. Application for expert fees and expenses shall be made
in writing as follows:

(1) To the judge of the department to which the case has been assigned;

(2) To the judge of the department to which the matter has been referred, pursuant to Penal
Code section 987.9; or

(3) For all other cases, to the presiding judge.

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

C. Order for Fees and Expenses. The order for expert fees and expenses shall be on a form approved
by the court.

D. Maximum Rates for Expert Services and Testimony. Claims for expert services authorized
pursuant to this Rule shall not exceed the amounts approved by the court.

E. Submission of Claims. Claims for expert fees and expenses shall be made on a form approved by
the court, to which must be attached a copy of the court order awarding fees and a detailed
accounting of all claimed fees and expenses. The claim shall be submitted to the department that
authorized the expenditure as specified in subsection (A) of this rule.
(Revised July 1, 2013)

5.15.04 PUBLIC ACCESS TO POLICE REPORTS

Any police report submitted to the court shall be placed in the confidential section of the court file by the
clerk.

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A member of the public may request that a police report be made available upon written notice. Within 5
court days of the request, a judge will review the report and may redact any contact information for
witnesses and victims, including telephone numbers and addresses, as well as any other information the
judge concludes meets the constitutional standards for confidentiality. Upon completion of the judge’s
review, the police report will be made available to the person requesting the report.
(Revised July 1, 2014)

5.15.05 JURY INSTRUCTIONS

No later than the first day of trial in a criminal case, the prosecution shall submit proposed jury instructions
for use in that case in a condition to go to the jury. The jury instructions will be completely and
appropriately filled in and all necessary deletions made.
(Revised July 1, 2014)

6.00.00 TRAFFIC AND SMALL CLAIMS PROCEEDINGS

(Revised January 1, 2008)

6.00.01 TRIAL BY WRITTEN DECLARATION

The court, pursuant to this rule, adopts the trial by declaration process, defined in Vehicle Code section
40902. In addition, pursuant to Vehicle Code section 40903, any person who fails to appear at trial as
provided by law may be deemed to have elected to have a trial by written declaration.
(Effective January 1, 1994)

7.00.00 CIVIL PROCEEDINGS

(Effective January 1, 1994)

7.01.00 APPLICATION OF RULES

The civil rules apply to all civil cases, including general civil, family, juvenile, and probate cases,
unless otherwise provided by statute, or rule in the California Rules of Court or the Local Rules of the
El Dorado County Superior Court.
(Effective July 1, 2014)

7.02.00 TELECONFERENCING AND VIDEOCONFERENCING

A. TELECONFERENCING. Pursuant to California Rules of Court, rule 3.670 and rule 5.9, telephonic
appearances may be authorized at the discretion of the court. Any party wishing to appear
telephonically for hearings, conferences, or proceedings listed as requiring a personal
appearance in rule 3.670(e) or rule 5.9(c) must obtain prior approval from the judicial officer.

Parties must file Local Form M-52 (Request for Telephonic Appearance) at least twelve (12)
court days before the hearing if the hearing, conference, or proceeding requires a personal
appearance and judicial approval.

If judicial approval has been previously granted for a hearing that is continued by the court, or
if approval for a telephonic appearance is granted by a judicial officer on the record and both
parties are present in court, no further notice is required and Local Form M-52 does not need to
be filed.

Telephonic appearances must be scheduled through the court’s telephonic appearance

reservation website, which can be accessed through the court’s website

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(www.eldoradocourt.org). There shall be a charge for each telephonic appearance, pursuant to

California Rules of Court, rule 3.670. There may be an additional charge for appearances
scheduled less than two (2) court days prior to the scheduled hearing. Charges for telephonic
appearances must be paid by credit card through the court’s telephonic appearance reservation
website.

B. VIDEOCONFERENCING. Unless otherwise prohibited by law, parties may appear or present

testimony by videoconference. The requesting party must file and serve an application at least
ten (10) days prior to the date the matter is initially set for hearing or trial. Any objections to
the application must be filed and served no later than five (5) days after service of the
application. Thereafter, the court will rule on the application or set the matter for hearing on the
application.

The application form is available at the court’s website or in the clerk’s office. Videoconference
appearances will be arranged through CourtCall. Fees will be paid by the requesting party to
CourtCall.
(Revised July 1, 2017)

7.03.00 – 7.08.00 RESERVED FOR FUTURE USE

(Revised July 1, 2014)

7.09.00 FACSIMILE TRANSMISSION AND SERVICE OF DOCUMENTS

(Effective January 1, 1994)

7.09.01 DEFINITIONS
A. Except as the context may otherwise require, the following terms shall have the meanings
ascribed thereto for the purposes of this rule:

(1) “Fax” shall mean and refer to the facsimile transmission of documents over telephone
lines, or other means of electronic transmission of documents.

(2) “Original Document” shall mean and refer to a document prepared in accordance with
the provisions of California Rules of Court, rules 2.100 through 2.119.

(3) “Hard Copy” shall mean and refer to a legible and durable copy of an Original
Document.
(Revised January 1, 2007)

7.10.00 LAW AND MOTION CALENDAR

(Effective January 1, 1994)

7.10.01 SCOPE OF LAW AND MOTION RULES

These rules supplement the Uniform Law and Motion Rules set forth in the California Rules of Court,
Title 3, Division 11, and orders and proceedings thereon.
(Revised January 1, 2007)

7.10.02 MOTIONS: IN GENERAL

A. All civil law and motion calendar dates will be assigned by the court clerk, upon the filing of
the appropriate papers. Civil law and motion matters will be heard at a time set by the court.

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B. The responsive papers in opposition to a calendared motion must be filed with the clerk by 3:00
p.m. no later than 9 court days prior to the date of hearing excluding the date of filing but
including the date of the hearing, see Code of Civil Procedure section 12. Any reply papers to
the opposition must be filed by the moving party no later than 5 court days prior to the
designated hearing date (not counting the day of the hearing). These requirements do not apply
to orders shortening time or ex parte applications (see rule 7.10.10) and do not affect the timing
requirements of the summary adjudication statute, Code of Civil Procedure section 437c.

C. If opposition papers are not timely filed, the court in its discretion may deem it a waiver of any
objections and treat it as an admission that the motion or other application is meritorious. The
court, in its discretion, may grant the motion. In that case, a party desiring to further oppose the
motion will be required to bring a properly noticed motion for reconsideration, motion for new
trial, or other appropriate motion, and comply with any specific requirements of the motion so
brought.

D. Failure to timely serve and file a paper or file a proof of service may, in the court’s discretion,
constitute a sufficient basis for denial of the motion or application or to disregard the untimely
filed document. This subsection is not intended to limit the court’s authority to exercise
discretion in any other appropriate manner, including, but not limited to, the granting of
continuances or the imposition of sanctions.

E. Any motion which seeks exclusively to advance or continue a civil cause for trial or arbitration,
or which pertains exclusively to calendaring the matter and which seeks no other form of relief,
shall be noticed and calendared for hearing in the department of the judge assigned to hear the
matter.

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

G. Each exhibit submitted in support of or in opposition to a motion or other application must be

identified as an exhibit, attached to a declaration, and made a part thereof by reference.

All exhibits submitted in support of or in opposition to a motion to be heard on the law and
motion calendar shall be separately tabbed, either numerically by the plaintiff or alphabetically
by defendant. All references to an exhibit in the memorandum of points and authorities shall
identify the exhibit referred to and state the page and line numbers of the exhibit to which
reference is made. (See California Rules of Court, rule 3.1113(k).)

H. Each exhibit shall be separated by an 8-1/2” x 11” sheet with hard paper or plastic tabs
extending below the bottom of the page and bearing the exhibit designation. An index to
exhibits shall be provided. Exhibits written in a foreign language shall be accompanied by an
English translation, certified under oath by a qualified interpreter.

I. Memoranda of points and authorities shall be submitted in accordance with California Rules of
Court, rule 3.1113. If a California administrative regulation, administrative decision, or opinion
of the attorney general is relied upon and cited, a copy of that authority shall be attached to the
memorandum.

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J. All declarations under penalty of perjury submitted in support of or in opposition to a motion

or other application to the court for an order shall state the date and place of execution of the
declaration, and shall otherwise comply with Code of Civil Procedure section 2015.5.

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

K. A duplicate copy of the law and motion document, to which shall be attached a copy of all
documents in the court’s file to which reference has been made, shall be delivered to the clerk
at the time of the filing for use by the judge who will hear the matter.
(Revised January 1, 2021)

7.10.03 PLEADINGS
A. The heading for each separate cause of action shall set forth the theory of the cause of action
and the parties against whom it is brought; e.g., “First Cause of Action against defendants John
Doe, Richard Roe, and Does I through III for Negligence.” (See California Rules of Court, rule
2.112.) The court, in its discretion, may strike pleadings for non-compliance with this rule.

B. Amendment of pleadings shall be in compliance with the California Rules of Court. In addition,
the following principles shall apply:

(1) Amendment to designate a party wrongly named by the correct name does not require
an order following noticed motion, and may be obtained by an ex parte order, unless the
court determines that the substantial rights of the party to be designated are adversely
affected thereby.

(2) An amended pleading is required instead of an amendment to a pleading in all other

cases. The court shall deem a motion to file an amendment to be a motion to file an
amended pleading, and shall require that the entire prior pleading, together with the
proposed amendments that have been approved by the court and incorporated into the
prior pleading, be filed and served.

(3) In addition to attaching a copy of the proposed pleading (e.g. “proposed first amended
complaint”) to the moving papers, the party seeking leave to amend a pleading shall
bring the original of the proposed amended pleading to the hearing on the motion. The
original shall not include the word “proposed” on its face and, if the motion is granted,
will in the ordinary case be ordered filed and served forthwith.

C. Motions to strike shall comply with California Rules of Court, rule 3.1322. The court will
exercise its inherent power to strike an unauthorized pleading or a pleading filed in violation of
a court order.
(Revised January 1, 2007)

7.10.04 CONTINUANCES
A. Litigants may request a change of date for a law and motion matter one time only; no other
continuances will be allowed.

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B. Notification of stipulated continuances of motions calendared on the law and motion calendar,
and any other stipulations in law and motion matters, shall be made through the calendar clerk
no later than 26 hours before the hearing or 2 hours before the tentative decision is published,
whichever is earlier. By calling and representing the continuance is by stipulation, counsel, or
the moving party if appearing in propria persona, is representing to the court that all parties
affected by the motion have agreed to the continuance. The continuance shall be to a date
certain, and shall be confirmed promptly by letter to the clerk. The continuance shall be
reflected in the court file. The moving party is responsible for giving notice to all parties of the
date to which a law and motion matter has been continued.

C. All other continuances shall be deemed discretionary continuances and may be granted by a
judge or commissioner only for good cause shown. If a continuance is granted, interim orders
on all or certain issues are favored and any remaining issues shall be continued on the law and
motion calendar or referred to the calendar clerk for setting as a long cause matter.

D. Failure to comply with this rule may result in the calendared matter being heard and ruled upon
by the court on the date the matter was originally set for hearing.
(Effective January 1, 1994)

7.10.05 TENTATIVE RULING SYSTEM FOR WESTERN SLOPE AND

SOUTH LAKE TAHOE
A. GENERAL. The Superior Court for El Dorado County has adopted the following tentative ruling
system pursuant to California Rules of Court, rule 3.1308(a)(1) for all matters set on the
regularly scheduled law and motion calendars of both the Western Slope and South Lake Tahoe
Branches. The tentative rulings can be obtained in two ways:

(1) On Line: The tentative rulings and complete written rationale for each tentative ruling
will be posted on the El Dorado County Superior Court web site at
www.eldoradocourt.org by no later than 2:00 p.m. on the court day preceding the date
the matter is set on the law and motion calendar. The tentative ruling and the rationale
can be viewed on the web site by clicking on the “Tentative Rulings” link. The tentative
rulings are listed by department and calendar date. Simply click on the tentative rulings
for the assigned department and then click on the date you wish to view.

(2) By Telephone: The tentative rulings providing the disposition of the matter only,
without the rationale, can also be obtained by calling (530) 621-6551 (Western Slope
Branch) or (530) 573-3042 (South Lake Tahoe Branch) beginning at 2:00 p.m. on the
court day preceding the date the matter is set on the law and motion calendar.

B. TENTATIVE RULING PROCEDURE

(1) Acceptance of tentative ruling

a. If you wish to accept the tentative ruling which has been issued, or do not wish to oppose
it, you do not need to do anything. If no notice of intent to appear and request oral
argument is received from any party to the matter by 4:00 p.m. on the day the tentative
ruling is issued, the tentative ruling will automatically become the final order of the
court pursuant to California Rules of Court, rule 3.1308(a)(1).

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b. If you do not wish to accept the tentative ruling in its entirety, you must give notice of
your intent to appear and request oral argument as to the specific aspects of the tentative
ruling you wish to challenge to both the court and all parties to the action through the
procedures listed below by 4:00 p.m. on the day the tentative ruling is issued. If you do
not give such notice and request oral argument by 4:00 p.m., the tentative ruling will
become the final order of the court as provided in California Rules of Court, rule
3.1308(a)(1).

(2) Notice of Intent to Appear and Request Oral Argument

a. A notice of intent to appear and request oral argument must be transmitted to the court
either electronically through the court’s website, or via telephone call by 4:00 p.m. on
the day the tentative ruling is issued.

b. Electronic requests must be sent directly from the tentative rulings link of the court’s
web site by clicking on the “Request for Oral Argument” button on the department’s
tentative ruling page.

c. Phone requests must be placed to the Western Slope Branch at (530) 621-6551 or the
South Lake Tahoe Branch at (530) 573-3076 and must provide all of the information
required on the request form found on the court’s web site.

d. Notice to all parties of your intent to appear must be made by telephone or in person
pursuant to California Rules of Court, rule 3.1308(a)(1).

(3) Scheduling of Oral Argument

a. Matters in which the parties’ total time estimate for argument is 15 minutes or less will
automatically be set for hearing on the law and motion calendar on the court day
following the issuance of the tentative ruling unless otherwise notified by the court. The
15-minute time limit for argument heard on the law and motion calendar will be strictly
enforced. The court will endeavor to set long cause oral argument requests for hearing
within 10 court days of the issuance of the tentative ruling, or as soon thereafter as the
matter can be heard.

b. Notification of the selected Hearing Date for matters not automatically set for oral
argument on the next day’s law and motion calendar will be provided to the requesting
party by 5:00 p.m. on the date the tentative ruling is issued.

c. Notification to all other parties of the hearing date for matters not automatically set for
oral argument on the next day’s law and motion calendar is the sole responsibility of the
requesting party.

(4) Appearances

a. Except where the tentative ruling states that “appearances are required” or, having
received a request for oral argument of 15 minutes or less, the matter has been
automatically scheduled for hearing on the next day’s law and motion calendar, no other

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appearances will be required nor permitted at the law and motion calendar on the day
following the issuance of the tentative ruling.

b. Unless otherwise indicated in the tentative ruling, appearances for oral argument may
be made either in person or telephonically.

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

(1) For motions heard in the Western Slope Branch:

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

(2) For motions heard in the South Lake Tahoe Branch:

“Pursuant to Local Rule 7.10.05(A), the court will issue a tentative ruling for this matter
on the court day before the hearing. The complete text of the tentative ruling will be
available beginning at 2:00 p.m. at the court’s web site, www.eldoradocourt.org. The
tentative ruling providing the disposition of the matter only, without the rationale, can
be obtained by calling (530) 573-3042 (South Lake Tahoe Branch) beginning at 2:00
p.m. on the court day before the hearing. The tentative ruling shall become the final
ruling on the matter and no hearing will be held unless oral argument is timely requested
or the tentative ruling indicates otherwise. Requests for oral argument must be made
either through the court’s web site or by calling (530) 573-3042 no later than 4:00 p.m.
on the court day before the hearing.”
(Revised July 1, 2021)

7.10.06 LENGTH OF HEARING; LONG CAUSE MATTERS

A. Matters on the law and motion calendar are set for no more than a total of 15 minutes for
argument. When a matter is called on the law and motion calendar and it appears that argument
will exceed a total of 15 minutes, it shall be deemed a long cause matter. The court, in its
discretion, may reset the matter at a date and time convenient to the court for long cause hearing.

B. If counsel believe that a matter will take more than 15 minutes to argue, that matter should not
be placed on the regularly scheduled law and motion calendar. In such a case, counsel should
contact the calendar clerk and request that the matter be scheduled as a long cause hearing.
(Revised July 1, 2011)

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7.10.07 DEFAULTS OR UNCONTESTED MATTERS; PROVE-UPS

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

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

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

(3) At a default prove-up, allegations in the complaint or cross-complaint, if applicable, are

not deemed proved because of the failure of the adverse party to answer. In all cases,
proof must be presented by competent evidence on each and all essential elements of
the causes of action sought to be proved; conclusions, whether legal or factual, are
insufficient. Affidavits and declarations must affirmatively show that the affiant or
declarant is competent to testify to the statements made therein. In general, the court
will use the same standards for assessing the quality and sufficiency of the evidence as
would be applied in a contested proceeding. (Code of Civil Procedure section 585(d);
see Harris v. Cavasso (1977) 68 Cal.App.3d 723; Devlin v. Kearny Mesa AMC (1984)
155 Cal.App.3d 381.)

B. In actions on promissory notes and contracts providing for the payment of attorney’s fees,
whenever a prevailing party is entitled to the recovery of reasonable attorney’s fees, the
following schedule shall be considered by the court, in its discretion, in awarding such fees:

25% of the first $1,000;

20% of the next $4,000;
15% of the next $5,000;
10% of the next $10,000;
5% of the next $30,000; and
2% of the amount over $50,000.
(Revised January 1, 2000)

7.10.08 MOTIONS TO BE RELIEVED AS COUNSEL

A. All motions and declarations to be relieved as counsel shall be on the mandatory Judicial
Council forms (MC-051 and MC-052).

B. In accordance with California Rules of Court, rule 3.1362(e), withdrawal will be effective on
the date the withdrawing attorney files proof of service of the formal, signed order on the client
and all parties who have appeared in the case.
(Revised January 1, 2012)

7.10.09 ARBITRATION
A. Upon stipulation of the parties, or election of the plaintiff, if the matter in controversy is less

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than $50,000, a case may be referred to arbitration. The Arbitration Program shall be
administered in accordance with the provisions of the Code of Civil Procedure section 1141.11,
et seq., and California Rules of Court, rule 3.810, et seq.

B. When a case has been assigned to arbitration, notice of assignment to arbitration shall be sent
to all parties by the court.
(Revised, January 1, 2012)

7.10.10 EX PARTE MOTIONS AND APPLICATIONS; ORDERS

SHORTENING TIME
A. The moving papers in support of an ex parte application shall be filed with the court at the first
reasonable opportunity, no later than 2:00 p.m. the court day preceding the ex parte application
in accordance with California Rules of Court, rule 3.1206. The moving papers shall be served
by facsimile or electronic transmission where possible.

B. After filing, all ex parte applications, including applications for an order shortening time, will
be reviewed by the court clerk for signatures, verifications, form of motion, verification that all
exhibits are attached, and for general compliance with the California Rules of Court prior to
presentation to a bench officer.

C. In accordance with California Rules of Court, rule 3.1201, the applicant for an ex parte order
shall submit:

(1) The application;

(2) A declaration, or Local Form M-1, stating that notice has been given to all parties no
later than 10:00 a.m. the court day prior to the ex parte hearing, including the date, time,
and to whom notice was given, absent a showing of exceptional circumstances that
justify a shorter time for notice (California Rules of Court, rule 3.1203). In construing
the term “exceptional circumstances” in the case of applications for an ex parte
temporary restraining order regarding harassment, the court will ordinarily require at
least 4 hours’ notice to the opposing party or parties.

(3) A declaration in support of the application, based upon personal knowledge and
competent evidence, that makes an affirmative factual showing of irreparable harm,
immediate danger, or other good cause for not using the noticed motion procedure.
(California Rules of Court, rule 3.1202(c).);

(4) A Memorandum of Points and Authorities in support of the application; and

(5) A proposed order.

D. If an application for an order to shorten time to hear a motion or other request has been granted,
the moving papers supporting that motion shall be served on the opposing party at least 2 court
days prior to the hearing.

E. Applications for entry of judgment ex parte pursuant to stipulation due to a debtor’s default on
a conditional settlement agreement, or other applications for entry of judgment or termination
of a stay of execution upon failure to perform express conditions, must provide notice pursuant

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to this rule and California Rules of Court, rule 3.1200, et seq., unless there is an express waiver
of notice in the stipulation. The application shall be supported by a declaration stating the
amount of any payments made by the debtor, or other compliance with the agreement by the
defendant, as well as the specific facts supporting the alleged failure to perform.

F. An application for an ex parte stay of execution of a judgment shall only be made to the trial
judge who entered the judgment. If there is no trial judge, the application may be presented to
the judge assigned to the law and motion calendar.

G. If the applicant has previously made an ex parte application which has been denied or in part
denied, and a subsequent application is made for the same or similar order, either to the judge
who originally denied the application or to a different judge, whether on the same or a different
set of facts, the applicant shall submit a declaration that states that a previous application has
been made, the date of the application, the name of the judge who denied the previous
application, a copy of the order on the previous application, and the declaration shall set forth
facts on competent evidence demonstrating the change of circumstances which warranted the
subsequent application.
(Revised July 1, 2020)

7.10.11 MOTION FOR SUMMARY JUDGMENT AND SUMMARY

ADJUDICATION
A. POLICY. It is this court’s policy to adhere strictly to the evidentiary and procedural requirements
governing motions for summary judgment and summary adjudication as set forth in the
Evidence Code, Code of Civil Procedure section 437c, and other applicable provisions of that
Code, as well as the California Rules of Court, rule 3.1350, et seq. These requirements apply
as well to all affidavits and declarations submitted in support of or in opposition to the motion.

B. MOTIONS FOR SUMMARY JUDGMENT OR ADJUDICATION; SEPARATE STATEMENT REQUIREMENT.

While a motion for summary adjudication made in the alternative may make reference to and
depend on the same evidence submitted in support of the motion for summary judgment, a
motion for summary adjudication requires its own separate statement that identifies the issue
or issues to be summarily adjudicated and sets forth the facts contended to be undisputed and
the evidence in support of those facts. Incorporation by reference of the separate statement
submitted in support of the motion for summary judgment, or references in the separate
statement in support of the motion for summary adjudication to facts or evidence in the separate
statement submitted in support of the motion for summary judgment, do not comply with the
California Rules of Court and may result in denial of the motion.

C. MOTIONS FOR SUMMARY JUDGMENT OR ADJUDICATION; SEPARATE STATEMENT IN OPPOSITION.

California Rules of Court, rule 3.1350(f), imposes a requirement that the opponent’s response
in a separate statement in opposition “must unequivocally state whether the fact is ‘disputed’
or ‘undisputed.’” Objections to evidence in a separate statement should be made in the format
provided in California Rules of Court, rule 3.1354 and not argued in the separate statement.
Other objections to a fact in a party’s separate statement of facts, such as objections that the
fact is incomplete, misstates a fact, etc., are legal argument and belong in the Memorandum of
Points and Authorities, not in the separate statement.

D. SUPPLEMENTAL BRIEFING. Code of Civil Procedure section 437c, subsections (a) and (b), set
forth the mandatory time requirements for serving and filing the moving and opposing

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supporting papers. Supplemental briefing, or supplemental evidentiary submissions, may not

be served or filed except by leave of court, on good cause shown. Granting leave to file
supplementary submissions may result in the hearing date, the trial date, and other scheduled
dates to be reset.
(Revised January 1, 2012)

7.10.12 COMPROMISE OF CLAIM OF MINOR OR INCOMPETENT

PERSON
A. A petition for court approval of a compromise pursuant to Code of Civil Procedure section 372,
Probate Code section 2504, or Probate Code section 3500, shall be verified by the petitioner
and in addition to the matters required by California Rules of Court, rules 7.950 through 7.955,
shall contain:

(1) The name and birth date of the minor or incompetent person;

(2) The nature and extent of the injury giving rise to the claim with sufficient particularity
to inform the Court whether the injury is permanent or temporary;

(3) The original or a photocopy of all doctor’s reports containing a diagnosis or prognosis
of the injury, and a current report of the person's present condition;

(4) A copy of any existing accident investigation report of any law enforcement agency;

(5) A full disclosure of all information concerning the reasonableness of the proposed
compromise including the amounts, if any, paid or to be paid to any other claimants;

(6) The original or a photocopy of each bill which, if paid, shall disclose the date of
payment, the amount paid, and the name of the payer;

(7) If the money is to be deposited in an account subject to withdrawal only upon order of
the Court, the name and address of the depository; and

(8) The amount of attorney’s fees requested. Pursuant to Probate Code section 3601, the
court will, in its discretion, approve a reasonable attorney’s fee consistent with
California Rules of Court, rule 7.955.

B. When the court orders the money to be received by the minor or incompetent person to be
deposited in a bank, trust company, or savings and loan association, the order approving the
compromise shall contain the following language:

(1) A certified or endorsed copy of this order shall be delivered to the manager of said bank
(or savings and loan association), together with said sum to be deposited, and that there
shall be a receipt of said bank (or savings and loan association) filed with the clerk
acknowledging receipt.

(2) If there is a finding in the order approving compromise of a minor’s claim that the minor
will attain the age of eighteen or majority on a definite date, the order requiring deposit
shall provide for withdrawal after that date without further order of the court.

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C. Requests for withdrawal of funds deposited for minors will be allowed only upon filing a
verified petition, which shall include a designation of the depository, a showing of the amounts
previously withdrawn, the balance on deposit at the time of the filing of the petition, and an
adequate justification for the requested withdrawal. Except as otherwise ordered by the court
for good cause shown, if the attorney for the petitioner was awarded fees at the time the
settlement was approved, no further attorney fees in connection with a petition for withdrawal
of funds shall be awarded.

D. The presence of the petitioner and the minor or incompetent person shall be required, unless, in
advance of the hearing, good cause is shown to the court by letter request seeking to excuse that
person’s presence. In considering whether to excuse a personal appearance on letter request,
the court shall consider, without limitation, the following factors:

(1) The amount of the settlement;

(2) Policy limits;

(3) Extent of injury and need for future medical care related to the injury;

(4) Extent of residual conditions, including cosmetic and psychological factors;

(5) Liability;

(6) Travel distance for the minor and guardian including consideration of any disability
causing difficulties in traveling; and

(7) Interruption of education: Generally, where petitioner is not represented by counsel, an

appearance will be required.
(Revised July 1, 2013)

7.11.00 EXHIBIT STORAGE AND DISPOSITION

(Revised July 1, 2014)

7.11.01 POLICY
It is the policy of the El Dorado County Courts that evidence admitted in any case before the courts:

A. Shall be only those items required in the case;

B. Shall not pose a security or storage problem nor a risk to health or safety; and

C. Shall not be retained by the court beyond the minimum time required by law, unless good cause
is shown.
(Revised, January 1, 1994)

7.11.02 RECEIPT OF EXHIBITS

A. No exhibits shall be accepted by the exhibit’s custodian unless:

(1) All containers of liquid substances shall be clearly marked as to the type of liquid and
the amount;

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(2) All containers of controlled substances shall be clearly marked identifying the substance
and its weight, and are sealed;

(3) All cash, whether individually or packaged, shall be specifically identified as to the total
amount of cash and the number of bills of each denomination;

(4) All firearms shall be secured by means of a nylon tie or trigger guard; and

(5) All hypodermic needles shall be placed in containers that safeguard personnel handling
the exhibit from accidental injury.

B. All exhibits must be individually tagged with the appropriate exhibit tag. Each exhibit tag must
be properly completed and securely attached to the exhibit.

C. No exhibit shall be received by the court if it poses a security or storage problem or a risk to
health or safety. Unidentified liquids, containers, or suspect substances shall be returned to the
party who offered the exhibit. Types of exhibits which will not be received include, but are not
limited to, the following:

(1) Any type of explosive powder;

(2) Explosive chemicals, including toluene and ethane;

(3) Explosive devices, including grenades and pipe bombs;

(4) Flammable liquids, including gasoline, kerosene, lighter fluid, paint thinner, and ethyl
ether;

(5) Canisters containing teargas, mace, or similar substances;

(6) Rags that have been soaked in flammable liquids;

(7) Liquid drugs, including phencyclidine (PCP); methamphetamine, corrosive liquids,

pyrrolidine, morpholine, and piperidine; or

(8) Samples of blood, urine other bodily fluids, and any substance requiring refrigeration
or humidity-controlled storage.

D. Exhibits toxic by their nature that pose a health hazard to humans shall be introduced to the
court in the form of a photographic record and a written chemical analysis certified by
competent authority. Where the court finds that good cause exists to depart from this procedure,
toxic exhibits may be brought into the courtroom and introduced. Upon conclusion of a trial,
exhibits containing toxic or hazardous materials, including but not limited to bodily fluids,
controlled substances (including marijuana), weapons, and any other exhibit the court
determines may present a hazard shall be returned to the originating agency for storage pending
appeal.

E. Any exhibit that is improperly tagged, marked, weighed, or otherwise improperly identified,

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will not be accepted by the court.

F. The court, in its discretion, may admit any exhibit in the interests of justice.

G. Original photographs shall be substituted for any photographically enlarged exhibits.

H. The court, in its discretion, may order a photograph substituted for large or bulky exhibits that
pose a storage problem.
(Revised, January 1, 2008)

7.11.03 RETENTION, DESTRUCTION, AND RETURN OF EXHIBITS

A. The clerk shall retain custody of any exhibit introduced into evidence in a civil proceeding,
until the final determination or dismissal of the action or proceeding.

B. Once a judgment has become final and any appellate proceedings in the matter have been
terminated, exhibits retained from a case shall be promptly destroyed or otherwise disposed of
by the court clerk in accordance with current law or rule of court. Parties who wish to retain
their exhibits shall sign and file with the clerk a request for return of exhibits prior to the end
of the hearing or trial of the matter.

C. The court, on its own motion, may order exhibits destroyed or otherwise disposed of, or may
order that exhibits be returned to the attorney for the party introducing those exhibits, 60 days
after the expiration of the time for filing a notice of appeal.
(Effective January 1, 2000)

7.11.04 VIEWING EXHIBITS

A. As long as a case is active, only the attorneys of record and court personnel may view the
exhibits. Any other person interested in viewing an exhibit must first obtain an order of court
permitting a view.

B. Viewing of exhibits shall take place in the presence of the exhibit’s custodian. Exhibits may not
be altered or taken apart, except upon order of court. Special viewing equipment shall not be
permitted except upon prior order of the court.
(Effective January 1, 1994)

7.12.00 TRIAL COURT CASE MANAGEMENT RULES

(Effective July 1, 2002)

7.12.01 APPLICATION OF CASE MANAGEMENT RULES

A. APPLICATION. These rules apply to all general civil cases pending in the Superior Court,
regardless of when the case was originally filed or whether the case was transferred from
another court.

B. EXCLUSIONS. Excluded from the application of these rules are probate, guardianship,
conservatorship, family law (including proceedings under the Family Law Act, Uniform
Parentage Act, Uniform Child Custody Jurisdiction Act, proceedings for freedom from parental
custody and control, and proceedings for adoption) juvenile court proceedings, small claims
appeals, and “other civil petitions” including petitions for writs of prohibition or mandate,
temporary restraining orders, harassment restraining orders, domestic violence restraining

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orders, writs of possession, appointment of receiver, release of property from lien, and change
of name. Excluded also are unlawful detainers and cases which are the subject of a petition for
coordination.

C. COLLECTION CASES. Excluded also from the application of these rules are collection cases as
defined in California Rules of Court, rule 3.740(a). Collection cases shall be processed as set
forth in California Rules of Court, rule 3.740. In addition, the following rules shall apply.

(1) Obligation to Take Default and Obtain Judgment. It is the plaintiff’s obligation to take
the defendant’s default and proceed to judgment within 360 days after the complaint has
been filed. Compliance with California Rules of Court, rule 3.740(f) will be strictly
enforced. If defendant has not filed a responsive pleading and plaintiff has not obtained
a judgment, the clerk shall prepare an order to show cause why reasonable sanctions
shall not be imposed against plaintiff and present the order to show cause to the judge
for signature.

(2) Time For Service. The complaint must be served on all named defendants, and proofs
of service on those defendants must be filed, or the plaintiff must obtain an order for
publication of the summons, within 180 days after the filing of the complaint.

(3) Responsive Pleading. Parties are to comply with California Rules of Court, rule 3.110
relating to responsive pleadings, cross-complaints, extensions of time, and the deadline
for obtaining a default judgment following entry of default.

(4) Case Management Conference. If, at any time, an answer or other responsive pleading
is filed, the clerk shall set a case management conference within 30 days.
(Revised January 1, 2016)

7.12.02 POLICY
A. It is the policy of the Superior Court to manage all cases subject to these rules in order to insure
proper preparation and timely disposition. The goal for timely disposition is to conclude 90%
of the subject cases within 12 months after filing the complaint, 98% within 18 months, and
100% within 24 months.

B. It is also the policy of the Superior Court that the subject cases be assigned to one judge for all
purposes; provided, however, that the judge to whom a case is assigned may delegate pretrial
case management to a temporary judge, or settlement attorney.

C. It is also the policy of the Superior Court that once a date has been set in the management of a
case, the date may not be changed without a clear showing of good cause. Nothing in these
rules, however, shall prevent the court from exempting a case from the processes of these rules
based upon a specific showing that the interests of justice are served thereby.
(Revised July 1, 2014)

7.12.03 ASSIGNMENT OF CASES AND CHALLENGES TO ASSIGNED

JUDGE
A. Upon filing the complaint, the clerk shall assign a subject case to a single judge and shall notify
the parties of the assignment. Nothing in these rules shall prevent the court from reassigning a
subject case to a different judge, in which case the court shall notify the parties of the

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assignment.

B. A challenge to the assigned judge pursuant to Code of Civil Procedure section 170.6 shall be
made within 15 days after notice of the assignment. Upon the acceptance of such a challenge,
the court shall reassign the case to a different judge and notify counsel of the reassignment.
(Revised January 1, 2012)

7.12.04 DELEGATION TO TEMPORARY JUDGE AND CHALLENGES

If the judge to whom the case is assigned delegates pretrial management of the case to a temporary
judge and the parties do not agree to the delegation, the parties shall object within 30 days after notice
of the delegation. If the parties do not object within 30 days, they will be deemed to have agreed to the
delegation.
(Effective July 1, 2001)

7.12.05 SETTING THE CASE MANAGEMENT CONFERENCE DATE AND

CASE MANAGEMENT DOCUMENTS
Upon filing the complaint, the clerk shall assign a case management conference date as provided in
Local Rule 7.12.10 and deliver to the plaintiff an issued summons, a “filed” endorsed copy of the
complaint and the following case management documents:

A. Notice of Case Management Conference;

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

C. Notice to Litigants informational Local Form C-13.

The term “case management documents” also includes any case management order issued in the case.
(Revised July 1, 2013)

7.12.06 SERVICE OF COMPLAINT AND CASE MANAGEMENT

DOCUMENTS
A. SERVICE OF COMPLAINT. Within 60 days after filing a complaint, the plaintiff shall serve the
summons and complaint and case management documents on all defendants and file a proof of
service with the court. Within 30 days after amending a complaint to add a defendant, the
plaintiff shall serve the added defendant and file a proof of service with the court.

B. SERVICE OF CROSS-COMPLAINT. Within the time permitted by law, the cross-complainant shall
file and serve a cross-complaint against a party who has appeared in the action together with a
proof of service. If the cross-complaint adds new parties, the cross-complainant shall serve the
cross-complaint and the case management documents on the new parties and file a proof of
service with the court within 30 days after filing the cross-complaint.

C. MODIFYING TIME FOR SERVICE. On its own motion or on application of a party, the court may
modify the time for service. An application for an order modifying the time for service must be
filed before the time for service has expired and must be accompanied by a declaration
(1) showing why service has not been affected, (2) documenting the efforts that have been made
to effect service, and (3) specifying the date by which service is proposed to be affected.

D. FAILURE TO SERVE. The failure timely to serve the summons and complaint or cross-complaint

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and the case management documents and file a proof of service may result in sanctions pursuant
to Local Rule 7.12.13.
(Revised July 1, 2002)

7.12.07 RESPONSIVE PLEADINGS

A. TIMING OF RESPONSIVE PLEADINGS. The parties shall file and serve responsive pleadings within
the time permitted by law; provided, however, that the parties may stipulate without leave of
court to one 15 day extension of the time for filing responsive pleadings.

B. MODIFYING TIMING OF RESPONSIVE PLEADINGS. On its own motion or on application of a party

in writing for good cause shown, the court may modify the time for filing a responsive pleading.
(Revised July 1, 2002)

7.12.08 OBLIGATION TO TAKE DEFAULT AND OBTAIN JUDGMENT

A. OBLIGATION TO TAKE DEFAULT. If a responsive pleading has not been filed within the time for
response provided for in Local Rule 7.12.07, the plaintiff or cross-complainant must file a
request for entry of default within 10 days after the time for response has elapsed.

B. OBLIGATION TO OBTAIN JUDGMENT. Except as set forth in subdivision C of this rule, after a
default is entered, the party requesting the default must obtain a default judgment against the
defaulting party within 45 days after the entry of default, unless the court has granted an
extension of time.

C. DEFAULTS JUDGMENT IN MULTI-DEFENDANT CASES. Default judgments in multi-defendant

cases need not be pursued until the entire action against all responding defendants has been
concluded.

D. FAILURE TO TAKE DEFAULT OR OBTAIN JUDGMENT. The failure to take default or obtain a
default judgment within the time set forth in this rule may result in sanctions pursuant to Local
Rule 7.12.13.
(Revised January 1, 2012)

7.12.09 UNINSURED MOTORIST CASES

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

B. Upon review of the declaration, the court may designate the action as an UM case, which
designation suspends the time requirements of these rules for 180 days from the date of
designation. The court shall review the case by setting a case management conference at the
end of the suspension period.

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

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proceeding under the UM policy, the plaintiff shall dismiss the case.
(Revised January 1, 2012)

7.12.10 CASE MANAGEMENT CONFERENCE

A. ORIGINAL COMPLAINTS. For all cases subject to these rules, upon filing an original complaint,
the clerk shall schedule a case management conference within 120 days, but not less than 90
days, after the complaint is filed. On its own motion or at the request of a party or parties, the
court may hold other case management conferences at any time.

B. TRANSFER CASES. If a subject case is transferred from another jurisdiction after a responsive
pleading has been filed, the clerk shall schedule the case management conference within 45
days, but not less than 30 days, after the order of transfer. If a responsive pleading has not been
filed, the clerk shall set the case management conference within 90 days, but not less than 60
days, after the order of transfer.

C. CASE MANAGEMENT STATEMENT. The plaintiff and each party who has been served or who has
appeared in the action shall file and serve a completed case management statement at least 15
calendar days prior to the case management conference.

D. CASE MANAGEMENT CONFERENCE HEARING. The plaintiff and each party who has been served
or who has appeared in the action or counsel shall attend the case management conference, shall
be familiar with the case, and shall be prepared to discuss all matters enumerated in this
subparagraph. The parties or counsel may appear by telephone as set forth in Local Rule
7.12.16. Parties or counsel failing to attend or to be prepared may be subject to sanctions as
provided for in Local Rule 7.12.13. At the case management conference, the court shall make
all appropriate pretrial orders to ensure the proper preparation and timely disposition of the case
including the following:

(1) Service and Default. The Court may set dates or otherwise address the methods by
which service is to be accomplished or default taken.

(2) Dismiss Defendants, Except DOE Defendants. The Court may dismiss defendants,
except DOE defendants, who have not appeared and who have not been defaulted,
unless the court, for good cause shown, sets dates by which such defendants shall be
served or defaulted.

(3) Bifurcation, Severance, Consolidation. The court may consolidate separately filed
cases, for all or for limited purposes; or may order bifurcation, or severance of issues,
causes of action or parties in a single case.

(4) Case Plans and Limited Civil Actions. The court may classify or reclassify cases to an
appropriate case Management Plan, and may assign or reassign cases as Limited Civil
Actions or Unlimited Civil Actions.

(5) Mandatory Settlement Conferences, Issues Conferences, and Trial Dates. The court may
schedule a mandatory settlement conference, an issues conference, motion in limine
hearings, and the trial date. The court may schedule additional settlement conferences
at the request of the parties or on its own motion.

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(6) Alternative Dispute Resolution. The court has initiated an Alternative Dispute
Resolution (ADR) Program which applies to all civil cases that are subject to these rules;
provided, however, that on the joint request of the parties or on its own motion, the court
may order that the program apply to any civil case.

Unless the parties agree to another form of ADR, they will be ordered to participate in
a Dispute Resolution Conference (DRC). The DRC shall take place within 60 days of
the case management conference, unless the court otherwise orders for good cause
shown. The DRC will be conducted by one attorney temporary judge. The DRC will be
conducted as a mandatory settlement conference pursuant to California Rules of Court,
rule 3.1380, and the parties and counsel are directed to comply with the terms thereof.

Within 7 to 10 days after the case management conference, the court will notify the
parties of the DRC temporary judge assigned to the case. It is the responsibility of the
plaintiff to contact the temporary judge and arrange for a time and place for the DRC
convenient to them and all parties.

At least 5 court days prior to the DRC, each party is to submit to the temporary judge
and the other parties a dispute resolution conference statement which meets the
requirements of California Rules of Court, rule 3.1380, and any special requirements
set forth below.

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

Prior to the DRC, the parties are to exchange documents and records pertinent to
settlement and shall provide copies of these to the DRC temporary judge.

With leave of court and in lieu of participation in a DRC, the parties may participate in
arbitration (binding or non-binding), judicial arbitration, or mediation. The parties may
select the neutral from the court’s panel or a private neutral of their choice. The parties
will be responsible for any fees associated with arbitration, judicial arbitration or
mediation. The court’s panel of neutrals may be obtained from the court’s website or
the clerk’s office.

(7) Discovery. The court may establish a plan regulating the timing and scope of discovery
and the discovery proceedings. The court may also establish a plan for managing
documents, which are the product of discovery. The court may also appoint a discovery
officer to supervise discovery and to make such orders related to discovery as may be
required to ensure the proper preparation and timely disposition of the case.

(8) Expert Witnesses. The court may schedule the exchange of information relating to
expert witnesses required pursuant to Code of Civil Procedure section 2034, and the
examination of expert witnesses.

(9) Law and Motion. The court may schedule dates by which law and motion matters must
be concluded.

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E. RULES FOR SPECIAL DISPUTE RESOLUTION CONFERENCES. This subsection

provides special procedures for the following cases:

(1) Personal Injury Actions. At least 5 court days prior to the DRC in personal injury
actions, the parties shall exchange relevant photographs, accident reports, medical bills
and reports, and statements of lost income and shall provide copies of these to the DRC
temporary judges.

If there are claims or liens which may affect the settlement, the affected party shall
initiate negotiations with claimants or lien holders prior to the DRC. If a claim or lien
is not resolved, counsel shall request the holder in writing to attend the DRC. This
subsection authorizes counsel to request collateral source providers to attend the DRC
on behalf of the court, pursuant to Government Code section 985(c).

(2) Building and Construction Cases. Within 30 days after the first status conference in
building and construction cases, the party complaining of defective construction shall
serve on all other parties a statement of damages, including a scope of damages which
sets forth with particularity the defects complained of and a cost of repair which itemizes
the cost of repairing the defects.

Within 30 days thereafter, the other parties may inspect the premises; provided,
however, that any such inspection shall be conducted only after the parties have met and
conferred and shall be scheduled to minimize inconvenience for the owner of the
premises.

Within 45 days after service of the statement of damages, the other parties shall serve
on all parties a response to statement of damages, which responds with particularity to
the scope of damages and the cost of repair.

The DRC shall be scheduled after the statement of damages and the response have been
completed and the parties shall provide copies to the DRC temporary judges.

(3) Business/Partnership Dissolution and Accounting Cases. In any case which requires the
taking of accounts, the court may appoint an accounting officer, whose fees shall be
divided equally among the parties. Within 10 days after the appointment, the accounting
officer may serve on the parties a request for documents requesting with particularity
the documents he or she believes are necessary for the accounting. Within 10 days
thereafter, any party may object to the request, which objection will be heard, together
with any response thereto, by the court within 20 days. The objecting party shall contact
the court’s ADR department for a hearing date. Documents requested by the accounting
officer shall be produced within 30 days of the request; provided, however, that if there
is an objection, documents shall be produced only as the court may direct. Within 30
days after he or she has received requested documents, or such other time as the court,
for good cause shown, may direct, the accounting officer shall file with the court and
serve on all parties a statement of account.

The DRC shall be scheduled after the statement of account has been filed and served
and the parties shall provide copies of the statement of account to the DRC temporary
judges. It is the plaintiff’s responsibility to schedule the DRC.

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(Revised January 1, 2016)

7.12.11 MANDATORY SETTLEMENT AND READINESS CONFERENCE

A. SETTLEMENT CONFERENCE. Approximately 4 weeks prior to the trial date, a Mandatory
Settlement and Readiness Conference (MSRC) shall be held in all cases. At the MSRC, all
matters that need to be resolved prior to trial, including the matters set out in Local Rules
7.12.10 D and E, shall be before the court.

B. PERSONS ATTENDING AND AUTHORITY. Trial counsel, the parties, and all persons whose consent
is necessary for a settlement must attend the MSRC in person; provided, however, that for good
cause shown, the court may excuse the personal attendance of any person. All persons required
to attend must have full authority to settle the case.

C. SETTLEMENT CONFERENCE STATEMENT. Each party shall lodge with the court no later than 5
court days before the conference and serve on the other parties a written statement that
conforms to Rule 3, et seq., of the California Rules of Court, and in addition sets forth the
following:

(1) A statement of the facts;

(2) The contentions of each party to the action regarding liability and damages;

(3) An itemized list of special damages;

(4) Each party shall attach to the statement copies of relevant documents, which may assist
the court in settlement including photographs, diagrams, reports, bills, and contracts.

In any case in which a personal injury is claimed:

(4) A description of the nature and extent of any injury claimed, including residuals;

(5) A description of the basis for and method of calculation of any claimed wage loss;

(6) The most recent demand and offer or a description of any other proposed settlement
between or among the parties.

D. MOTIONS IN LIMINE.

(1) Motions in limine declarative of existing law (e.g., to exclude mention of liability
insurance pursuant to Evidence Code section 1155, or reference to settlement
negotiations pursuant to Evidence Code section 1152) are unnecessary and should not
be made.

Motions in limine to admit or exclude evidence must be supported with a declaration or

other evidentiary predicate specifying with particularity the evidence sought to be
excluded (Kelly v. New West Federal Savings (1996) 49 Cal.App.4th 659).

(2) Placerville Session.

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a. A briefing schedule will be set at the Case Management Conference for filing the
motions in limine, oppositions, and replies. Ordinarily, all motions must be filed and
served 45 days before they are heard; oppositions must be filed and served 30 days prior
to hearing; and replies, if any, must be filed and served 20 days prior to hearing. This
briefing schedule shall not apply to motions in limine concerning expert witnesses
deposed on or before 15 days prior to the date initially set for trial, pursuant to Code of
Civil Procedure section 2024.030. Motions in limine concerning such experts must be
filed and served no later than 10 days prior to trial; oppositions shall be filed and served
no later than 5 days prior to trial; and replies, if any, may be presented at the hearing on
the motion. Service of motions in limine concerning expert witnesses and any
opposition is to be made in a manner that will ensure same day service (e.g., personal
service, electronic service).

b. All motions in limine must be in writing and include an original and working copy. All
motions, oppositions, and replies are to be filed with the clerk’s office in department 9,
located at 3321 Cameron Park Drive, Cameron Park, California, and served on all
parties.

c. Hearings on motions in limine will ordinarily be heard on a Thursday approximately 2

weeks before the trial date. The court will schedule a hearing on motions in limine
concerning expert witnesses as the calendar permits. If such expert witness motions
cannot be heard before trial, they may be heard on the first day of trial.

(3) South Lake Tahoe Session.

a. No later than 3 court days before the MSRC, each party shall file and serve all motions
in limine.

b. Any party opposing a motion in limine shall file and serve that party’s opposition no
later 7 court days after the MSRC. Any replies must be filed and served no later than 5
court days after service of the opposition.

c. All motions in limine must be in writing and include an original and working copy. All
motions, oppositions, and replies are to be filed with the clerk’s office located at 1354
Johnson Boulevard, South Lake Tahoe, CA 96150, and served on all parties.

d. Motions in limine will ordinarily be heard at the Issues Conference.

(4) Court Reporter. The parties shall notify the court no later than the MSRC whether a
court reporter is requested for the hearing on the motions in limine. The requesting party
shall bear the costs of the court reporter.

(5) Format of Motion Papers. Motions in limine must be separately stated and captioned as
“Plaintiff’s Motion in Limine No. ___” or “Defendant’s Motion in Limine No. ___”.
Each party’s motions shall be numbered consecutively. A memorandum of points and
authorities shall accompany each motion. If particular testimony is to be excluded, a
copy of the statement or the page(s) from the transcript of the proposed testimony must
be attached to the motion, along with any necessary declaration.

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(6) “402” Hearings. If either party is requesting a 402 hearing as part of a motion in limine
(e.g., where there is a challenge to the recognition of a witness as an expert), the request
must be clearly identified in the caption of the motion; e.g., “Plaintiff’s Motion in
Limine No. ___; Request for 402 Hearing”. The court retains its discretion whether to
conduct a 402 hearing or decide the matter on the papers.

E. GOOD FAITH PARTICIPATION AND SANCTIONS. Counsel, the parties, and all persons attending
the MSRC, shall participate fully and in good faith. The court may impose sanctions on any
person required to attend who fails to attend, to participate fully and in good faith, or to file the
required documents as set forth in Local Rule 7.12.13. In addition to such sanctions, the court
may vacate the trial date

F. SETTLEMENT OF THE ACTION. If a case is settled, (1) the parties shall place the settlement on the
record or reduce it to writing, as the court may direct, (2) the court shall vacate all pending court
dates, and (3) the plaintiff shall dismiss the action within 45 days; provided, however, that if
the conditions for dismissal in the settlement cannot be completed within 45 days, the plaintiff
shall specify the date of dismissal. If the plaintiff does not dismiss the case within 45 days of
the date of dismissal, the court shall dismiss the case unless good cause is shown why the case
should not be dismissed.
(Revised July 1, 2021)

7.12.12 ISSUES CONFERENCE

If no settlement is reached at the MSRC, the officer conducting the MSRC shall set a date for the Issues
Conference, if not previously set at a CMC. Attendance by the attorney who will actually try the case
is mandatory.

A. Prior to the Issues Conference, the parties shall meet and confer and prepare the following
jointly, which shall be submitted at least three (3) court days before the Issues Conference:

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

(2) A joint issues statement to be read to prospective jurors during jury selection. The issues
statement should identify the factual issue(s) to be considered by the jury and should be
stated in a neutral and concise manner.

(3) Proposed voir dire.

B. Prior to the Issues Conference, the parties shall meet and confer and prepare the following
jointly, which shall be submitted at the Issues Conference:

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

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

(3)A joint exhibit list, stating the exhibit number, description of the exhibit, the proponent of
the exhibit, and whether the parties are stipulating to its admissibility or merely waiving
foundation or hearsay objections.
(Revised July 1, 2021)

7.12.13 SANCTIONS
The failure of any person to comply with these rules or any order of the court shall constitute an
unlawful interference with the proceedings of the court. For any such interference, the court may
impose upon the offending person sanctions which may include, but are not limited to, continuing a
conference and requiring the filing of appropriate documents, awarding monetary sanctions, attorney’s
fees, expenses and costs, striking pleadings and entering the default of any party, dismissing the action,
and contempt.
(Revised January 1, 2012)

7.12.14 RESERVED FOR FUTURE USE

(Revised January 1, 2006)

7.12.15 PLAINTIFF’S DUTY IF CASE SETTLES, VACATION OF DATES,

AND THE DISMISSAL HEARING
A. PLAINTIFF’S DUTY TO NOTIFY OF SETTLEMENT. Whenever a case settles, the plaintiff shall notify
the court in writing with copies to all parties, arbitrators or other ADR neutrals and dismiss the
case. If any scheduled event, including a hearing, conference or trial, is imminent, the plaintiff
shall also notify the court, arbitrator or other ADR neutral orally or by telephone.

B. CONDITIONAL SETTLEMENT. If a condition of the settlement cannot be completed within 45 days

of the notice of settlement, hereinafter a “conditional settlement,” the notice shall state the date
upon which the condition is to be completed and the dismissal filed.

C. VACATION OF DATES AND THE DISMISSAL HEARING. Upon notification of a settlement, the court
shall vacate all scheduled events and notify the parties that the court will dismiss the case at a
hearing to take place 45 days after the notice of settlement, unless the parties show good cause
why the case should not be dismissed. If the settlement is a conditional settlement, the dismissal
hearing shall take place 45 days after the date for dismissal stated in the notice of settlement.

D. ORDER TO SHOW CAUSE. The order to show cause shall be vacated if a dismissal has been filed,
together with proof of service of the dismissal on all parties at least 24 hours prior to the date
set for the hearing. At the hearing the court will dismiss the action unless plaintiff’s counsel
personally appears and shows good cause why the case should not be dismissed. Telephonic
appearances will not be allowed at the hearing unless prior leave of court has been obtained.

E. SANCTIONS. Failure to follow the procedures set forth in this rule and California Rules of Court,
rule 3.1385, may result in the imposition of sanctions. If no dismissal has been filed prior to the
hearing and counsel fail to appear at the hearing, the court will dismiss the action and set the
matter for an order re: sanctions as to plaintiff or plaintiff’s counsel.

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(Revised January 1, 2007)

7.12.16 RESERVED FOR FUTURE USE

(Revised July 1, 2014)

7.12.17 CONTINUANCES OF DATES

A. The trial date, any hearing date, and case management dates may be modified only on a noticed
motion, for good cause shown and with the consent of the judge to whom the case has been
assigned, or upon ex parte application if authorized by statute or the California Rules of Court;
provided, however, that if case management authority has been delegated to a judge pro tem, case
management dates, but not the trial date, may be modified by the judge pro tem on an ex parte
showing of good cause in writing with 24 hours’ notice to all parties.

B. Stipulations to continue trial dates will be accepted, and no hearing will be held, provided the parties
agree to acceptable future trial date(s). The stipulation must be accompanied by a proposed order.
A stipulation to continue trial will be considered a motion and will be charged a motion fee.

C. This rule does not apply to hearings set on the law and motion calendar as provided in Local Rules
7.10.00, et seq.
(Revised January 1, 2016)

7.12.18 CONFLICTS AMONG THE RULES

In the event of any conflict between these Case Management Rules and any other Local Rules, which
may apply, the Case Management Rules shall control.
(Revised July 1, 2002)

7.12.19 ELECTRONIC RECORDINGS OFFERED INTO EVIDENCE

Unless otherwise ordered by the court, a party offering into evidence an electronic sound or sound and
video recording shall tender to the court and to opposing parties a typewritten transcript of the
electronic recording no later than 15 days prior to the trial or hearing.
(Effective July 1, 1999)

7.13.00 ATTORNEY’S FEES IN RESIDENTIAL UNLAWFUL DETAINER

ACTIONS
In actions for unlawful detainer for possession of residential property, except for property governed by
Civil Code section 798, et seq., attorney’s fees awarded by the court will not, under normal
circumstances, exceed the amounts indicated below. Normal circumstances include, without limitation,
contested trials of one hour or less.

A. $200.00 in cases by default where the defendant has filed no answer pursuant to Code of Civil
Procedure section 1170.

B. $300.00 in cases uncontested at trial where the defendant failed to appear, has filed an answer
and a non-appearance default prove-up hearing is required.

C. $400.00 in cases where both parties are represented by counsel and enter into a stipulation at
least one day prior to the scheduled trial and the trial date has been vacated. Or, when a
represented party and a self-represented party stipulate prior to the commencement of trial.

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D. $500.00 in cases where a represented party and a self-represented party commence a contested
trial.

E. $750.00 in cases where both parties are represented by counsel and the case has not settled prior
to the scheduled trial date.
(Effective July 1, 2015)

7.14.00 RESERVED FOR FUTURE USE

(Effective July 1, 2013)

7.15.00 RESERVED FOR FUTURE USE

7.16.00 RULES FOR ACTIONS ARISING UNDER THE CALIFORNIA

ENVIRONMENTAL QUALITY ACT – PUBLIC RESOURCES CODE
SECTION 21000, ET SEQ.
A. GENERAL

(1) WHERE FILED. Actions in the nature of mandate challenging an agency decision under
the California Environmental Quality Act (Public Resources Code section 21000, et
seq.) shall be filed in the civil section of the clerk’s office and the case shall be thereafter
assigned for all purposes to a judge designated by the presiding judge.

(2) Record Status Conference:

a. REQUEST FOR STATUS CONFERENCE. At the time that a petition is filed in accordance
with these rules, the petitioner shall request the court set a record status conference
before the judge assigned to the case within 30 days of the date of filing of the petition,
and serve notice of the date of the record status conference on the respondent.

b. CERTIFICATION OF THE RECORD. The court will set a tentative hearing date for a hearing
to certify the administrative record. The parties shall provide the court at the record
status conference a joint list of documents proposed to be included in the record that the
parties consider to be the principal documents defining the issues presented by the
petition and the response thereto.

Each party may supplement the joint document list with a list of additional documents
the party considers to be of particular importance to its position. Each document shall
be designated by both the page number in the record and by the document’s title.

The parties shall also give the court a preliminary indication of any disputes concerning
the accuracy or scope of the record, with specific references to document page and title.

c. BRIEFING SCHEDULE AND HEARING ON THE PETITION. The court will set a tentative
briefing schedule and tentative hearing date at the record status conference. The hearing
date and the briefing schedule may be reset either on the court’s own motion or on
noticed motion by a party, for good cause shown.

Memoranda of Points and Authorities shall be in accordance with the requirements of

California Rules of Court, rule 3.1113. Factual references in the brief shall be followed

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by a citation to the specific portion of the administrative record supporting that

reference, by AR page number, as well as by the title of the document and document
page number in which that reference occurs. In addition, each party shall file with the
court at the time the party’s initial merits brief is filed a separate document containing
a photocopy of each page of the administrative record cited in the brief.

B. ORDERING THE ADMINISTRATIVE RECORD

(1) In accordance with Public Resources Code section 21167.6, within 10 business days
after the action is filed, petitioners shall personally serve on the appropriate public
agency their request for preparation of the administrative record or their notice of
election to prepare the administrative record themselves.

C. MEDIATION

(1) In accordance with Government Code section 66031, within 5 days after the deadline
for respondent to file a response to the action, petitioners shall prepare and lodge with
the Civil Clerk a notice form for the court’s signature inviting mediation. The clerk shall
then mail the notice of invitation to the parties.

D. PREPARATION OF THE ADMINISTRATIVE RECORD

(1) Preparation of the Record by the Public Agency. Within 20 calendar days after receipt
of a request to prepare the administrative record, the public agency responsible for the
preparation shall personally serve on petitioners a preliminary notification of the
estimated cost of preparation, including the agency’s normal cost per page, any other
reasonable costs the agency mat anticipate, and an estimate of the probable number of
pages. The preliminary notification shall also state, to the extent that the information is
known to the agency, the location of documents that are anticipated to be incorporated
into the administrative record; the contact person or persons responsible for identifying
individuals having custody of those documents, whether agency personnel or other
persons; and a list of dates and times specifying when, during normal business hours,
those documents will be made available to petitioners or other parties for inspection.
The agency shall supplement the preliminary notification from time to time as additional
documents are located or are determined to be appropriate for inclusion in the record.

(2) Election by Petitioners

a. Upon receipt of the preliminary notification, petitioners may elect to prepare the record
themselves provided that they notify the agency within 5 calendar days of receipt.
Within forty (40) calendar days of service of the notice of the request to prepare the
administrative record, petitioners shall prepare and serve on all parties a detailed index
listing the documents proposed by petitioners to constitute the record. Within 7 calendar
days of service of petitioners’ proposed document index, the agency and any other party
shall prepare and serve on petitioners a notice specifying any documents or items that
the agency or party contends should be added to or deleted from the record as proposed
by petitioners.

The agency shall promptly notify petitioners of any required photocopying procedures

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or other conditions with which petitioners must comply to prepare the record.

b. If petitioners do not elect to prepare the record themselves, then within forty (40)
calendar days after service of the request to prepare the administrative record, the
agency shall prepare and serve on all parties a detailed index listing the documents
proposed by the agency to constitute the record together with a supplemental estimated
cost of preparation. Within 7 calendar days after service of the agency’s proposed
document index, petitioners and any other parties shall prepare and serve the agency
and all parties with a notice specifying any documents or items that a party contends
should be added to or deleted from the record.

(3) Preparation of the Record by Petitioners. Within 20 calendar days after receipt of
petitioners’ notice of election to prepare the record themselves, the public agency
responsible for certification of the record shall personally serve on petitioners a
preliminary notification designating the location of documents that are anticipated to be
incorporated into the administrative record; the contact person or persons responsible
for identifying individuals having custody of those documents, whether agency
personnel or other persons; and a list of dates and times specifying when, during normal
business hours, those documents will be made available to petitioners or other parties
for inspection and copying. The preliminary notification from the agency shall also
notify petitioners of any required photocopying procedure or other conditions with
which petitioners must comply to prepare the record. The agency shall supplement the
preliminary notification from time to time as additional documents are located or are
determined to be appropriate for inclusion in the record.

Within forty (40) calendar days after service of petitioners’ notice of election to prepare
the administrative record, petitioners shall prepare and serve on all parties a detailed
index listing the documents proposed by petitioners to constitute the record. Within 7
calendar days of service of petitioners’ proposed document index, the agency and any
other party shall prepare and serve on petitioners a notice specifying any documents or
items that the agency or party contends should be added to or deleted from the record
as proposed by petitioners.

E. FORMAT OF ADMINISTRATIVE RECORD

(1) Type of Paper. The administrative record shall be prepared on white or unbleached
paper, preferably recycled, of standard quality not less than 20 pound weight, 8½ by 11
inches in size, using a photocopying process that will produce clear and permanent
copies legible to printing. Only one side of the paper shall be used and the margin shall
not be less than 1¼ inches on the left side of the page. The original of an environmental
document may be lodged as part of the administrative record provided that exact copies
of the original are provided to all parties in the action. The pages of the administrative
record shall be numbered consecutively and three-hole punched in the left margin.

(2) Volume Designation. The administrative record shall be lodged in one or more volumes
of loose leaf binder, tabbed by document number and prominently titled
“ADMINISTRATIVE RECORD VOL. 1,” etc. Each volume shall consist of not more
than three hundred (300) pages and shall be numerically tabbed by the document
number in the volume. Each volume shall have a cover page listing each document in

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the volume by the number of the tab which it appears, the full title of the document, and
the page number of the record of the first page of the document.

(3) Organization. Prior to certification and lodging, the administrative record shall be
organized with the documents in the following order:

a. The Notice of Determination;

b. The resolution(s) or ordinance(s) adopted by the lead agency approving the project,
including any resolution(s) or ordinance(s) adopted in compliance with Public
Resources Code sections 21081 and 21081.6;

c. The Draft or revised Draft Environmental Impact Report and initial study;

d. The comments received on and the responses to those comments prepared for the Draft
Environmental Impact Report or Negative Declaration, including any modifications to
the environmental documents and project made after the comment period;

e. The remainder of the Final Environmental Impact Report (e.g., the Technical
Appendices and other technical materials);

f. The staff reports prepared for the approval bodies of the lead agency;

g. Transcripts and/or minutes of hearings; and

h. The remainder of the administrative record, in chronological order if possible.

NOTE: The above table of organization if not intended to dictate the content of the
record but rather to describe a uniform order for those documents typically contained in
an administrative record. Documents to be included in the record are specified in Public
Resources Code section 21167.6(e).

F. CERTIFYING AND LODGING THE RECORD. Upon completion and preparation of the record, it
must be certified by the agency before being filed with the court. If the agency has prepared the
record, it shall make the required certification and shall personally serve the record and lodge
it with the court no later than 60 days after the request. If the petitioners have elected to prepare
the record, the petitioners must transmit it to the agency for certification. After certification,
petitioners shall then personally serve the record and lodge it with the Court no later than 60
days after service of the notice of election to prepare the record. Any extension of the 60 day
period may be requested by filing a stipulation signed by all parties and obtaining court approval
of the extension(s) prior to the expiration of the 60 day period. Alternatively, an extension may
be requested on noticed motion prior to the expiration of the 60 day period.

If the agency refuses to make a complete certification, it shall make a partial certification,
specifying the alleged defects in the record and stating reasons for refusing to certify portions
of it.

G. DISPUTES REGARDING THE CONTENTS OF THE ADMINISTRATIVE RECORD. Once the

administrative record has been lodged with the court, any disputes about its accuracy or scope

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shall be resolved on noticed motion. For example, if the agency has prepared the administrative
record, petitioners may contend that the record as prepared omits relevant documents or
contains inappropriate documents; if petitioners have prepared the record, the agency may have
similar contentions. Objections to documents contained within the record shall be specific as to
document number, full title, record page number, and the portion(s) to which the objection
pertains.

A motion to supplement the administrative record with additional documents and/or to object
to certain documents may be noticed by any party after obtaining a hearing date from the clerk
of the court. The hearing to supplement the record or to object to documents shall be separate
from and heard on a date prior to the hearing on the writ. Notice shall be given in accordance
with Code of Civil Procedure, section 1005.

H. HEARING TO CERTIFY THE ADMINISTRATIVE RECORD. The date of the hearing to certify the
administrative record will normally be set by the court at the record status conference and may
be advanced or continued by the court or on noticed motion of a party for good cause shown.

At the hearing to certify the record, the parties shall provide the court with an agreed statement
of the issues that will be presented to the court at the hearing on the petition. Each party may
supplement the agreed statement of issues with additional issues that a party intends to raise.
The court will confirm or revise the tentative briefing schedule and hearing date that were set
at the record status conference.

I. SETTLEMENT MEETING. The notice of settlement meeting required by Public Resources Code
section 21167.8(a) shall provide that, if the parties agree, the first settlement meeting shall be
continued so as to take place no later than 35 days after the administrative record has been
served. If the parties do not so agree, the first settlement meeting shall take place in conformity
Public Resources Code section 21167.8. In the event there is no agreement for a continuance
of the first settlement meeting, a second settlement meeting shall take place within 5 days after
the administrative record is served. The parties shall agree to the time and place of any
settlement meeting(s); failure to agree may result in the imposition of sanctions pursuant to
Public Resources Code section 21167.8(e). Other settlement meetings may be scheduled by the
parties.

The statement of issues required by Public Resources Code, section 21167.8(f) shall identify,
by document number, full document title, and record page number, those portions of the
administrative record that are directly related the contentions and issues remaining in the
controversy. While the statement of issues will be utilized by the Court in focusing on the legal
and factual contentions and issues raised by the parties, those contentions and issues must be
consistent with the pleadings to be properly resolved by the Court.

J. TRIAL NOTEBOOK. Petitioners shall prepare a trial notebook in a three-ring binder that shall be
filed with the Court no later than 15 days prior to the date of the hearing. The trial notebook
shall contain the petition, the answer(s), the memoranda of points and authorities, any motions
set to be heard at the trial of the action, the statement of issues, and any other document(s)
agreed upon by the parties. Each document in the trial notebook shall be separately tabbed with
a table of contents at the front of the notebook. The notebook shall also contain an index to
evidence cited in the briefs by document title, record page number, the volume and tab number
in the administrative record, and a copy of the specifically cited page(s) in the administrative

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record.
(Revised July 1, 2017)

8.00.00 FAMILY LAW PROCEEDINGS

(Effective January 1, 1994)

8.00.01 DEFINITION OF FAMILY LAW MATTERS

As used in this Rule, the term “family law matters” includes all matters under the Family Law Act,
Uniform Parentage Act, emergency protective orders, the Domestic Violence Prevention Act, the
Uniform Child Custody Jurisdiction Act, the Revised Uniform Reciprocal Enforcement of Support Act,
petitions for writ of habeas corpus or warrant in lieu thereof, (involving child custody), non-business
orders prohibiting harassment, and guardianships, and any other matter involving child support, spousal
support or child custody and visitation.
(Revised January 1, 1994)

8.00.02 APPLICATION OF RULES

Except as inconsistent with this rule, family law matters shall be subject to the rules governing civil
cases generally, including but not limited to the California Rules of Court and California Code of Civil
Procedure.
(Revised January 1, 2012)

8.00.03 FAMILY AND JUVENILE COURT MANAGEMENT OF CHILD

ABUSE CASES
It is the policy of the Superior Court to identify and coordinate custody proceedings involving the same
child which may appear in multiple legal settings. It is further the policy of the Superior Court to
coordinate the efforts of the different court systems so that the child’s needs are served and the
resources of the family and the court are not wasted. To these ends, the Superior Court and the agencies
serving the court shall cooperate to increase the exchange of information and to determine the most
appropriate forum for resolution of the issues related to the child.

A. REPORT PURSUANT TO PENAL CODE SECTION 11166. If during the pendency of a family law
proceeding a child abuse allegation against one or more of the child’s parents comes to the
attention of a family court judge, commissioner, or other child custody recommending
counselor or evaluator, any of these persons shall first determine whether the allegation must
be reported to a child protection agency, pursuant to Penal Code section 11166. If that person
determines the allegation does not fall within the description of section 11166, he/she need not
make a report.

B. CHILD ABUSE INVESTIGATION. When the El Dorado County Social Services Department, Child
Protective Services (CPS), receives a report of suspected child abuse during the pendency of a
family law proceeding, it shall investigate the matter immediately or within 3 or 10 days
pursuant to DSS Regulations 30-132. CPS shall coordinate its investigation with the reporting
policy agency. CPS shall inform the family court judge or commissioner of any decisions it
makes concerning the child abuse investigation. It shall contact the investigating agency
immediately so that all investigative efforts can be coordinated.

C. WELFARE AND INSTITUTIONS CODE SECTION 329 APPLICATION. If CPS decides not to intervene
or fails to report to the reporting party within 10 days, any person may apply to the social worker
to commence proceedings in the Juvenile Court, pursuant to Welfare and Institutions Code

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section 329. In that application, the affiant shall give notice and identifying information of any
pending family law proceeding. A copy of the application shall be sent to the family court judge
or commissioner by the moving party. The social worker shall respond in writing to the
application as soon as possible or within 3 weeks after submission of the application (Welfare
and Institutions Code section 329). The social worker shall send a copy of the written response
to the family court.

D. SUSPENSION OF FAMILY COURT PROCEEDINGS

(1) CPS Report

After a report of suspected child abuse has been made to a child protection agency,
custody and visitation proceedings in the family court are suspended, except that the
Family court shall have the power to make temporary protective orders to ensure the
safety of the child. The suspension shall remain for eighteen calendar days from the
report or until CPS indicates in writing that it will take no action in the matter, whichever
occurs first.

(2) Welfare and Institutions Code section 300 Petition – Juvenile Court
If a petition pursuant to Welfare and Institutions Code section 300 is filed in the Juvenile
Court, all custody and visitation proceedings in the Family court are suspended.
Thereafter, custody and visitation issues shall be determined by the Juvenile Court. The
family court shall resume custody or visitation litigation only after written authorization
is received from the Juvenile Court.

E. REVIEW OF THE DECISION OF THE CPS SOCIAL WORKER NOT TO INITIATE DEPENDENCY
PROCEEDINGS. If the probation officer or CPS social worker decides not to initiate dependency
proceedings, any person who has applied for the commencement of dependency proceedings
pursuant to Welfare and Institutions Code section 329 within 1 month of that application, may
apply to the juvenile court to review that decision pursuant to Welfare and Institutions Code
section 331. The application shall include a copy of any application made to pursuant to Welfare
and Institutions Code section 329. The juvenile court shall rule on the application as soon as
possible and in no event later than 30 days after receipt of the application.

F. INFORMAL SUPERVISION AGREEMENT. If, during the probation officer’s or CPS social worker’s
investigation, one or both parents reach an informal supervision agreement pursuant to Welfare
and Institutions Code section 301, a copy of that agreement shall be sent immediately to CPS,
to family court services and to each parent or their counsel.

G. FAMILY CODE SECTION 3150 APPOINTMENT OF COUNSEL. During family law proceedings in
which allegations of child abuse have been made, the family court judge or commissioner may
appoint counsel for the child (Family Code section 3150.) to protect the child’s interests and/or
expedite the policy stated herein and carry out the terms of this protocol.

H. COORDINATION OF CASES. At any time during the process described herein, the judges,
commissioners, and referees assigned to hear family court and juvenile court matters are
encouraged to discuss problems relating to the coordination of cases involving child abuse
allegations.
(Revised January 1, 2012)

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8.00.04 FAMILY COURT ORDERS ISSUED IN JUVENILE COURT

A. PETITION FOR DISMISSAL OF A DEPENDENCY PROCEEDING IN THE JUVENILE COURT. Whenever
any interested party believes that juvenile court intervention on behalf of a child is no longer
necessary, application may be made to the juvenile court pursuant to Welfare and Institutions
Code section 388 or at any regularly scheduled hearing to have the case dismissed. If dismissed,
any future litigation relating to custody, visitation and control of the child shall be heard in the
family court or other appropriate Superior Court civil department.

B. JUVENILE COURT CUSTODIAL ORDER. If the juvenile court determines that jurisdiction of the
juvenile court is no longer necessary for the protection of the child, the court may create a
custodial order consistent with the needs of the child and thereafter dismiss the juvenile petition
and case (Welfare and Institutions Code sections 361.2 and 362.4).

C. MAINTENANCE OF ORDERS IN COURT FILES

(1) Juvenile Court. The original court order shall be filed in the family court or civil file
and endorsed copies shall be filed in the juvenile court file. A copy of the endorsed,
filed order shall be mailed to all attorneys and parties.

(2) Superior Court. If no court file exists in the family court or other Superior Court division
or in any other jurisdiction, the Clerk of the Superior Court shall create a file under the
names of the child’s parents. The file shall contain a copy of the juvenile court order.
There shall be no filing fee. (Welfare and Institutions Code section 362.4).
(Revised January 1, 2012)

8.00.05 PROCEDURES FOR AIDS TESTING OF MINORS

A. POLICY. The juvenile court finds it necessary to engage in early intervention and to provide
treatment for dependent children who are infected with the human immunodeficiency virus
(HIV), the probable causative agent of acquired immune deficiency syndrome (AIDS).
Therefore, it is ordered that certain high risk infants who are taken into temporary custody
pursuant to Welfare and Institutions Code sections 306(a)(2) and 309(b) and who may have
been exposed to HIV, be tested for the presence of HIV pursuant to the limitations in this order.

B. SUBJECT TO TESTING. Children who meet all of the following criteria may be tested:

(1) Child is age 0 – 18 months as of the date the consent form is signed.

(2) Child has been or will be placed in out of home care.

(3) Child’s parent(s)/legal guardian(s) have refused to provide consent or their whereabouts
is unknown.

(4) A parent of the child has one or more of the following risk behaviors: history of
prostitution; intravenous drug use; hypodermic needle sharing; and/or multiple sex
partners whose personal histories are either unknown or known to include one or more
of the above cited risk behaviors.

(5) Child is a victim of sexual abuse, the nature of which has placed the child at risk of
exposure to HIV.

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Pursuant to Welfare and Institutions Code section 369(a) and Health and Safety Code section
199.27 and the order of the presiding judge, the Director of the El Dorado Department of Social
Services or the Director’s designee, is authorized to consent to the child’s evaluation for the
presence of infection by the human immunodeficiency virus and to receive the results of such
testing and any diagnosis derived there from.

Further, the Department of Social Services is authorized to disclose the results of the HIV test(s)
and any diagnosis derived there from to the child’s attorney, out of home care providers, parents
(unless their parental rights have been terminated), legal guardian, prospective adoptive parents,
dentist or mental health practitioner who is currently providing professional services to the
child, the nature of which creates a legal need to know the child’s HIV status.

The Department of Social Services shall not disclose the test results and any diagnosis derived
there from to any other parties, but may petition the presiding judge of the juvenile court for
such disclosure, upon a showing of good cause.

The Department of Social Services is directed to report to the presiding judge of the Juvenile
Court, on a quarterly basis, the names and case numbers of the children who have been tested
pursuant to this rule.
(Revised July 1, 2002)

8.01.00 MEET AND CONFER REQUIREMENT

(Effective January 1, 1994)

8.01.01 REQUIREMENT
Counsel with their respective clients, either physically present or immediately available, shall attempt
to meet and confer in good faith and resolve all issues before any motion, order to show cause, or trial
is heard by the court. The requirement to meet and confer does not apply to cases involving domestic
violence.
(Revised January 1, 2019)

8.02.00 CONTINUANCES
(Effective January 1, 1994)

8.02.01 CONTINUANCE DISFAVORED

Continuances of motions or orders to show cause in family law matters are disfavored.
(Effective January 1, 1994)

8.02.02 ONE CONTINUANCE LIMITATION

No more than one continuance at the request of either party shall be allowed except for good cause.
(Revised January 1, 2012)

8.02.03 CONTINUANCE FOR CHILD CUSTODY RECOMMENDING

COUNSELING
A continuance necessary to allow for child custody recommending counseling or for receipt of the child
custody recommended counselor’s report, shall not be counted as a continuance requested by either
party.
(Revised January 1, 2012)

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8.02.04 CONTINUANCE BY STIPULATION OR LETTER REQUEST

If both parties and their attorneys agree to a continuance, neither party need appear in court provided
at least one party contacts the calendar clerk not less than three (3) court days prior to the hearing to
advise the court and further confirm the continuance in writing by stipulation or letter request signed
by both parties or attorneys, or signed by one attorney with confirmation that the request for
continuance is agreed to by all parties and counsel. Said stipulation or letter request shall confirm that
the attorneys are authorized by their clients to continue said matters and the reason for the request. The
attorney(s) shall contact the court calendar clerk for available dates prior to submitting the written
request.

For hearings in which a client/party must appear, a request for continuance must be signed by each
party and by each attorney. Filings made by facsimile transmission within three (3) calendar days of
the scheduled hearing are acceptable. If a continuance is required because of the absence of a report
from a child custody recommending counselor, the court may grant one continuance without the
required signatures.
(Revised August 1, 2016)

8.03.00 INCOME AND EXPENSE DECLARATIONS

8.03.01 WHEN REQUIRED
A current income and expense declaration is required in all family law matters where support or
attorney’s fees are requested. Said income and expense declaration shall be filed and served with the
initial moving papers. A party responding to a notice of motion or order to show cause involving
financial matters, including but not limited to support and/or attorney’s fees, must file and serve a
completed current income and expense declaration with the responsive papers. If responsive papers are
not filed, then the completed current income and expense declaration shall be filed at least five (5)
calendar days prior to the hearing date on the motion.
(Revised August 1, 2016)

8.03.02 PREPARATION INSTRUCTIONS

The income and expense declaration shall be completely filled out.

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

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

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

B. Documents supporting each party’s wages, income, and other matters set forth in the income
and expense declaration, such as a copy of the most recent pay stub(s) representing at least 2
full months’ wages and deductions and a copy of the most recent W-2 form, shall be attached
to the income and expense declaration. A self-employed party must attach a properly and
accurately completed profit and loss statement for the prior twelve (12) months of the operation
of the business.

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(Revised July 1, 2013)

8.03.03 ADDITIONAL INFORMATION TO BE PROVIDED

Each party shall exchange the following documentation at least 5 calendar days prior to any scheduled
hearing involving support or attorney’s fees and/or costs:

A. Copies of the 2 most recent paychecks or stubs.

B. Complete Federal and State income tax returns for the last 2 years; including all schedules.

C. Copies of any current W-2 and 1099 forms.

D. Business entity’s Federal and State income tax returns and profit and loss statements for the
past 2 years. A business entity is defined as any business, including but not limited to, a sole
proprietorship, partnership, joint venture, or corporation in which a party has any right of
management and/or control.

E. Any other documentation requested by the opposing party, provided such request is made in
writing at least 10 days prior to the scheduled hearing. The party requested to produce such
additional documentation, however, may raise any objection to the production of said
documentation, provided that such objection is conveyed to the requesting party in writing at
least 5 calendar days prior to the date of the scheduled hearing and provided, further, that the
objecting party brings the subject documentation to the scheduled hearing. The court shall
resolve any objection at the hearing. Failure to object as herein provided shall be deemed a
waiver of any objection to the production of the requested documentation. Written notice may
be by facsimile transmission.
(Revised January 1, 2012)

8.03.04 SANCTIONS
If a party fails to comply with this rule, upon request of a party or upon the court’s own motion, the
court may take any of the following actions at the scheduled hearing.

A. Continue the hearing.

B. Set a hearing for imposition of sanctions pursuant to Code of Civil Procedure section 128.5
and/or Family Code section 271.

C. Assess reasonable attorney fees against the non-complying party.

D. Strike all or part of the non-complying party’s motion or response, as the case may be.

E. Make other orders as the court may deem appropriate.

(Revised January 1, 2012)

8.03.05 INFORMATION PRIVILEGED

All documentation identified in rule 8.03.03, which is received by a party and/or their attorney of
record, shall not be disclosed to any non-litigation related third party. Disclosure shall result in the
imposition of sanctions pursuant to Code of Civil Procedure section 128.5 and/or Family Code section
271.

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(Revised January 1, 2012)

8.04.00 CHILDREN IN COURTROOM

While children who are the subject of litigation may appear in the courthouse, it is the policy of the
court not to have any subject child in the courtroom without the court’s prior knowledge and consent.
Children shall remain in the hallway or elsewhere in the care of a responsible person.
(Revised January 1, 2012)

8.05.00 ORDERS TO SHOW CAUSE AND NOTICES OF MOTION

(Effective January 1, 1994)

8.05.01 DATE, TIME, AND PLACE OF HEARING

The date, time, and place of hearing on any family law motion or order to show cause shall be scheduled
through the calendar clerk.
(Revised January 1, 2012)

8.05.02 MOVING AND RESPONSIVE PAPERS

All moving and responsive papers in family law matters shall be filed and served as specified in Code
of Civil Procedure section 1005(b). Proof of service of the moving papers must be filed no later than 5
court days before the time appointed for the hearing (California Rules of Court, rule 3.1300(c)). Proof
of service of the responsive papers shall be filed no later than 1 court day prior to the hearing.
(Revised January 1, 2012)

8.05.03 FORMAT OF ORDERS TO SHOW CAUSE AND NOTICES OF

MOTION
The provisions of rule 4.00.02 shall apply to orders to show cause and notices of motion in family law
matters. A copy of any document in the court’s file which is to be affected by the relief sought in the
order to show cause or notice of motion shall be attached to the duplicate copy of the document
delivered to the clerk for the use of the court.

If a hearing is set on a motion or order to show cause regarding child support or temporary spousal
support, both the moving party and the responding party shall at the time of the hearing provide the
court with appropriate proposed support DissoMaster or X-Spouse calculation printouts.
(Revised January 1, 2012)

8.05.04 APPLICATION FOR ORDER EXCLUDING FROM HOME

An application for an ex parte restraining order excluding either party from the family dwelling, or the
dwelling of the other, must be supported by an affidavit or declaration showing an assault or threatened
assault and emotional or physical harm, as required under Family Code section 2045, specifying in
detail the time and place of any past act or acts of alleged misconduct, and stating why an order
shortening time would not be practicable. Upon hearing, the court may order temporary exclusion upon
a sufficient showing under Family Code section 6321 of an assault or threatened assault and physical
or emotional harm.
(Effective January 1, 2012)

8.05.05 APPLICATION FOR EX PARTE TEMPORARY CUSTODY ORDER

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

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best interest of the child.

(Effective January 1, 2012)

8.05.06 APPLICATION FOR EX PARTE ORDER FOR IMMEDIATE

CHANGE OF PRIOR ORDER FOR CUSTODY OF MINOR
An application for an ex parte order to change an existing order for the custody of any minor child must
be supported by an affidavit or declaration showing by clear, specific allegations that the health and
welfare of the child require the immediate change of custody, and stating why an order shortening time
would not be practicable. The affidavit or declaration shall also set forth, in brief, the circumstances
under which the child will be placed pending hearing.
(Effective January 1, 2012)

8.05.07 TENTATIVE RULING SYSTEM

A. GENERAL. The Superior Court for El Dorado County adopts the following tentative ruling
system pursuant to California Rules of Court, rule 3.1308(a)(1) for all matters set on the
regularly scheduled law and motion calendar for Department 5:

(1) On Line: The tentative rulings and complete written rationale for each tentative ruling
will be posted on the El Dorado County Superior Court web site at
www.eldoradocourt.org by no later than 2:00 p.m. on the court day preceding the date
the matter is set on the law and motion calendar. The tentative ruling and the rationale
can be viewed on the web site by clicking on the “Tentative Rulings” link. The tentative
rulings are listed by department and calendar date. Simply click on the tentative rulings
for Department 5 and then click on the date you wish to view.

(2) By Telephone: The tentative rulings providing the disposition of the matter only,
without the rationale, can also be obtained by calling (530) 621-6726 beginning at
2:00 p.m. on the court day preceding the date the matter is set on the law and motion
calendar.

B. TENTATIVE RULING PROCEDURE

(1) Acceptance or Rejection of Tentative Ruling

a. If you wish to accept the tentative ruling which has been issued, or do not wish to oppose
it, you do not need to do anything. If no notice of intent to appear and request oral
argument is received from any party to the matter by 4:00 p.m. on the day the tentative
ruling is issued, the tentative ruling will automatically become the final order of the
court pursuant to California Rules of Court, rule 3.1308(a)(1).

b. If you do not wish to accept the tentative ruling in its entirety, you must give notice of
your intent to appear and request oral argument as to the specific aspects of the tentative
ruling you wish to challenge to both the court and all parties to the action through the
procedures listed below by 4:00 p.m. on the day the tentative ruling is issued. If you do
not give such notice and request oral argument by 4:00 p.m., the tentative ruling will
become the final order of the court as provided in California Rules of Court, rule
3.1308(a)(1).

(2) Notice of Intent to Appear and Request Oral Argument

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a. A notice of intent to appear and request oral argument must be transmitted to the court
either electronically through the court’s website, or via telephone call by 4:00 p.m. on
the day the tentative ruling is issued.

b. Electronic requests must be sent directly from the tentative rulings link of the court’s
web site by clicking on the “Request for Oral Argument” button on the department’s
tentative ruling page.

c. Phone requests must be placed to (530) 621-6725 and must provide all of the
information required on the request form found on the court’s web site.

d. Notice to all parties of your intent to appear must be made by telephone or in person
pursuant to California Rules of Court, rule 3.1308(a)(1).

(3) Scheduling of Oral Argument

a. Matters in which the parties’ total time estimate for argument is 15 minutes or less will
automatically be set for hearing on the law and motion calendar on the court day
following the issuance of the tentative ruling unless otherwise notified by the court. The
15-minute time limit for argument heard on the law and motion calendar will be strictly
enforced. For matters in which the parties’ total time estimate for argument is more than
15 minutes, the court will endeavor to set long cause oral argument requests for hearing
within 10 court days of the issuance of the tentative ruling, or as soon thereafter as the
matter can be heard.

b. Notification of the selected hearing date for matters not automatically set for oral
argument on the next day’s law and motion calendar will be provided to the requesting
party by 5:00 p.m. on the date the tentative ruling is issued.

c. Notification to all other parties of the hearing date for matters not automatically set for
oral argument on the next day’s law and motion calendar is the sole responsibility of the
requesting party.

(4) Appearances

a. Except where the tentative ruling states that “appearances are required” or, having
received a request for oral argument of 15 minutes or less, the matter has been
automatically scheduled for hearing on the next day’s law and motion calendar, no other
appearances will be required nor permitted at the law and motion calendar on the day
following the issuance of the tentative ruling.

b. Unless otherwise indicated in the tentative ruling, appearances for oral argument may
be made either in person or remotely per the Presiding Judge’s orders.
(Effective January 1, 2021)

8.06.00 CONDUCT OF HEARING

(Effective January 1, 1994)

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8.06.01 TIME LIMITATIONS

Hearings on the law and motion calendar are limited to 10 minutes and are subject to further time
limitations to accommodate the court’s calendar. In the event either party in good faith believes that
the matter cannot be completed in 10 minutes, he or she shall, at the time the matter is called, so inform
the court.

The court may then set the matter for a long cause hearing or make such other order as may be
appropriate under the circumstances.
(Revised January 1, 2012)

8.06.02 LACK OF APPEARANCE

Any matter in which there is no appearance by either party or their attorneys at the time of calendar
call shall be ordered off calendar unless the courtroom clerk has been notified that there will be a late
appearance or that the matter has been continued.
(Revised January 1, 2012)

8.06.03 MATTERS TAKEN OFF CALENDAR

If a matter is to be taken off calendar, the moving party shall, as soon as is reasonably possible, notify
the calendar clerk and all parties who were served with the moving papers as soon as possible.
(Revised January 1, 2012)

8.06.04 PREPARATION OF ORDER AFTER HEARING

Unless otherwise ordered by the court, the moving party shall prepare and serve a written order
following an appearance on the law and motion calendar under the legend “approved as conforming to
court order.” The moving party shall have 10 calendar days to prepare and serve the proposed order
after hearing on opposing counsel or in the case of an unrepresented litigant, the opposing party.
Opposing counsel, or in the case of a litigant representing themselves, the opposing party, shall have
10 calendar days from the date of service, in which to approve the order and return the signed order to
the preparer. The written objection shall state with specificity the nature of the objection and the
proposed revisions. The parties shall meet and confer to resolve the disputes. If no written objection is
served upon the preparing party within the 10 calendar days after service of the proposed order, then
the preparing party shall submit the prepared order to the trial judge with a cover letter explaining why
it is submitted without the approval and showing that a copy of said correspondence has been sent to
the opposing counsel, or the opposing party in the case of a litigant representing themselves.

The court may in its discretion and in appropriate circumstances, shorten the time for approval by the
opposing counsel or by the opposing self-represented litigant, or dispense with the approval time
altogether.

The written proposed order and any written objections thereto may be served by facsimile transmission.

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

All orders made by the court at a noticed motion or order to show cause hearing are effective
immediately without the preparation of a formal order after hearing.
(Revised January 1, 2012)

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8.07.00 EX PARTE ORDERS AND ORDERS SHORTENING TIME

(Effective January 1, 1994)

8.07.01 DECLARATIONS REQUIRED

Specific declarations must support requests for ex parte orders.
(Effective January 1, 1994)

8.07.02 NOTICE
Before submitting an ex parte order for a judge’s signature, parties must comply with all applicable
Family Code, Code of Civil Procedure provisions and California Rules of Court, rule 3.1203, including
all requirements for declarations explaining that notice to the other party or attorney has been given, or
the reason notice has not been given.
(Revised January 1, 2012)

8.07.03 OPPONENT REPRESENTATION

The party requesting ex parte orders must inform the judge in a declaration re: notice of ex parte
application if the opposing party is represented by an attorney or is non-represented stating the name,
address, and telephone number of the attorney or non-represented party, and the date and time notice
has been given so the attorney or non-represented party may have an opportunity to oppose the
application within 4 hours.
(Effective January 1, 1994)

8.07.04 NOTICE EXCUSED

Notice may be excused if, following a good faith attempt, the giving of notice is not possible or if the
opposing attorney, or non-represented party, does not object to the ex parte orders sought.
(Effective January 1, 1994)

8.07.05 SERVICE OF PAPERS

Unless a declaration stating reasons why notice should not be required has been filed with the court,
and absent a showing of exceptional circumstances; notice shall be given to the opposing side by 10:00
a.m. the court day preceding the ex parte application. The moving papers in support of an ex parte
application shall be filed with the court at the first reasonable opportunity, no later than 2:00 p.m. the
court day preceding the ex parte application in accordance with California Rules of Court, rule 3.1206.
The moving papers shall be served by facsimile transmission where possible.
(Revised July 1, 2012)

8.07.06 NOTICE WAIVED

Notice may be waived if the giving of such notice would frustrate the very purpose of the order and
lead the applicant to suffer immediate and irreparable injury. The declaration re: notice of ex parte
application shall set forth detailed facts to show the grounds for waiver. The application and declaration
for the orders requested might be considered by the court in determining whether a waiver should be
granted.

If a responding party requests an ex parte order be set aside prior to the date set for hearing, notice shall
be given to the moving party. The court may order an earlier hearing date or modify the orders on a
proper showing in lieu of setting aside the orders.
(Effective January 1, 1994)

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8.08.00 CONDITIONS FOR ISSUANCE OF ORDERS SHORTENING TIME

(Effective January 1, 1994)

8.08.01 AFFIDAVIT
If an order shortening time is requested, the supporting affidavit or declaration shall state, pursuant to
California Rules of Court, rule 3.1201 whether the opposing party is represented by counsel and
whether that party has been contacted and has agreed to the requested order shortening time.
(Revised January 1, 2012)

8.08.02 NOTICE
Notice shall be given to the opposing party in accordance with the requirements of California Rules of
Court, rule 3.1203.
(Revised January 1, 2012)

8.08.03 REASON TO BE STATED

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

As a general rule, an affidavit or declaration in support of an order shortening time must show
emergency circumstances unless it is solely to enable a responding party to obtain affirmative relief on
a hearing date previously set by the opposing party.
(Effective January 1, 1994)

8.09.00 CHILD AND SPOUSAL SUPPORT

(Effective January 1, 1994)

8.09.01 GOVERNING LAWS

Child support is governed in all cases by the provisions of California Family Code sections
4051 – 4068, and shall be based upon the information provided in the moving and responding papers.
(Effective January 1, 1994)

8.09.02 SPOUSAL SUPPORT

8.09.03 TEMPORARY SPOUSAL SUPPORT
In the typical case, spousal support for temporary awards is calculated at 40% of the supporting
spouse’s net income and subject to reduction by 50% of the supported spouse’s net income.

If child support is paid by one supporting parent for children of the relationship, the spousal support
for temporary awards shall be calculated according to the formula adopted by Alameda County, as
amended. These guidelines will be applied only to determine temporary spousal support awards.
(Revised January 1, 2001)

8.09.04 NO LIMITATION ON COURT DISCRETION

These guidelines are not intended to limit the court’s discretion except as otherwise provided by the
Family Law Act or other applicable law. The court will take all circumstances into consideration to the
extent permitted by law.
(Revised January 1, 2001)

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8.09.05 PERMANENT SPOUSAL SUPPORT

Permanent spousal support shall be determined pursuant to Family Code sections 3651, 3653, 3654,
4320, 4330 – 4339, in accordance with applicable law.
(Effective January 1, 1994)

8.10.00 CHILD CUSTODY, VISITATION AND CHILD CUSTODY

RECOMMENDING COUNSELING – GENERAL PROVISIONS
(Revised January 1, 2012)

8.10.01 REFERRAL TO CHILD CUSTODY RECOMMENDING

COUNSELING
All contested custody and visitation matters including the legal terms used to define the parties’
relationship with the child or children must be scheduled for child custody recommending counseling.
However, if a child custody recommending counseling report has been issued within the past 6 months,
a new child custody recommending counseling date shall not be set. The parties will be directed to
appear in court on the scheduled hearing date.
(Revised January 1, 2012)

8.10.02 CHILD CUSTODY RECOMMENDING COUNSELING

SCHEDULING; SANCTIONS FOR FAILURE TO ATTEND OR
LATE CANCELLATION OF APPOINTMENT
Child custody recommending counseling shall be scheduled prior to or at the date of the hearing.

The child custody recommending counseling appointment shall be considered a court date at which the
parties shall appear. Failure to attend child custody recommending counseling or late cancellation (less
than 48 hours’ notice) may result in sanctions.
(Revised January 1, 2019)

8.10.03 APPOINTMENT OF CHILD CUSTODY RECOMMENDING

COUNSELOR/EVALUATOR; STANDARDS; QUALIFICATIONS
Whenever possible, the court shall appoint for each child custody recommending counseling,
evaluation, assessment, investigation, or family study ordered under Family Code section 3110 or
Evidence Code section 730 a child custody recommending counselor /evaluator whose skills, training
and background are best suited to the particular needs of the family.
(Revised January 1, 2012)

8.10.04 MINIMUM STANDARDS

The minimum standards of qualification for performing child custody recommending
counseling/evaluations are those possessed by:

A. Person(s) to whom the parties stipulate in writing, subject to approval by the court;

B. Court child custody recommending counselors or other county employees who meet statutory
minimum requirements for child custody recommending counselors; or

C. Mental health professionals who possess at least the statutory minimum requirements for family
court child custody recommending counselors.
(Revised January 1, 2012)

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8.10.05 EX PARTE CONTACT PROHIBITED

No party or attorney for a party shall initiate contact with a child custody recommending
counselor/evaluator, orally or in writing, to discuss the merits of the case without notice to the other
party and an opportunity to be present or to receive a copy of a written communication.

A. The court shall advise all child custody recommending counselors/evaluators, attorneys, and
parties of this prohibition at the time the order for child custody recommending
counseling/evaluation is made.

B. Nothing in this rule shall prohibit the child custody recommending counselor or evaluator from
contacting either party or attorney provided that the other party or attorney is advised of such
communication. Ex parte questions regarding the completed report (child custody
recommending counseling recommendation and evaluation) will be allowed; however, the child
custody recommending counselor/evaluator has the discretion to request concurrent contact.
(Revised January 1, 2012)

8.10.06 PARTICIPATION OF CHILDREN

The child custody recommending counselor/evaluator shall have discretion as to whether the lack of
confidentiality shall be disclosed to the child(ren). The child custody recommending
counselor/evaluator need only address this question after a specific inquiry by the child(ren).

A. Children are not to be present for child custody recommending counseling sessions unless
ordered by the court. The court and/or the child custody recommending counselor will
determine whether and under what conditions a minor may be interviewed.

B. Interviews with siblings can be separate at the discretion of the child custody recommending
counselor/evaluator.
(Revised January 1, 2015)

8.10.07 BOTH PARENTS TO BE INTERVIEWED

If one party fails to appear for the child custody recommending counseling appointment, the child
custody recommending counselor shall inform the court of the failure to appear by one party. The child
custody recommending counselor may make professional collateral contacts, if appropriate, and report
the collateral contact statements to the court. The child custody recommending counselor will not make
any recommendation pursuant to California Rules of Court, rule 5.210(h)(4).
(Revised January 1, 2015)

8.11.00 CHALLENGES TO CHILD CUSTODY RECOMMENDING

COUNSELORS OR EVALUATORS
(Revised January 1, 2012)

8.11.01 ONE CHALLENGE PER PARTY

Each party is allowed one peremptory challenge at the time of initiation of child custody recommending
counseling or evaluation.
(Revised January 1, 2012)

8.11.02 NO FURTHER CHALLENGES

After an initial peremptory challenge, parties will be required to accept the next child custody
recommending counselor/evaluator available. A child custody recommending counselor/evaluator will

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not be replaced after an initial challenge unless a written document is submitted proving, to the
satisfaction of the court, a clear conflict of interest (inability to be objective).
(Revised January 1, 2012)

8.11.03 SUBSEQUENT CHILD CUSTODY RECOMMENDING

COUNSELING SESSIONS
Cases returning to child custody recommending counseling within 6 months of a report being
completed, or the last court date—whichever is the latest—will be reassigned to the same individual
that completed the most recent report.
(Revised August 1, 2016)

8.11.04 NO PEREMPTORY CHALLENGE AFTER FIRST INTERVIEW

A child custody recommending counselor/evaluator will not be replaced after the initial interview with
the parties, except for good cause. The request for replacement shall be heard on the regular court
calendar by notice of motion.
(Revised January 1, 2012)

8.12.00 PAYMENT OF CHILD CUSTODY RECOMMENDING

COUNSELOR’S OR EVALUATOR’S FEES
If the court orders a child custody recommending counseling/evaluation, and if any fees or costs will
be charged for child custody recommending counseling and/or evaluation, the cost shall be apportioned
equally among the parties. Either party can file a notice of motion to have the fees reallocated.
(Revised January 1, 2012)

8.13.00 COMPLAINT PROCEDURE ABOUT CHILD CUSTODY

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

A complaint about a child custody recommending counselor may be submitted by letter to the Court
Executive Officer with proof of service of a copy to all other counsel and self-represented parties. The
complaint must be submitted within 30 days of the child custody recommending counseling session.
The Court Executive Officer, or his/her designee, will conduct an investigation of the matter, which
may include consultation with the child custody recommending counselor, and shall respond to the
complaint in writing to all parties within 30 days. The Child Custody Recommending Counseling
Client Complaint Form is available at the court’s website or in the clerk’s office.
(Revised January 1, 2015)

8.14.00 CHILD CUSTODY RECOMMENDING COUNSELING PROCESS

(Revised January 1, 2012)

8.14.01 SUPPORT PERSONS

A child custody recommending counselor may exclude a support person from, including a domestic
violence support person pursuant to Family Code section 6303, from a child custody recommending
counseling session if the support person participates in the child custody recommending counseling
session, acts as an advocate, or the presence of a particular support person is disruptive or disrupts the
process of child custody recommending counseling.
(Revised January 1, 2012)

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8.14.02 CONDUCT OF CHILD CUSTODY RECOMMENDING

COUNSELOR
In order to facilitate an agreement of the parties, the child custody recommending counselor may meet
with the parties together or separately. The child custody recommending counselor may contact, meet
with, or interview such other persons as the child custody recommending counselor deems appropriate,
including, but not limited to, the children, relatives, friends, or employers.
(Revised July 1, 2017)

8.14.03 CHILD CUSTODY RECOMMENDING COUNSELING

AGREEMENT
If the child custody recommending counselor reports an agreement to the court, the clerk shall direct
the child custody recommending counselor’s agreement, stipulation, and order to a judge or
commissioner.
(Revised January 1, 2015)

8.14.04 CHILD CUSTODY RECOMMENDING COUNSELOR

RECOMMENDATIONS
If the parties do not reach a complete agreement, the child custody recommending counselor is required
to submit recommendations regarding custody and visitation to the court.

If the child custody recommending counselor reports a recommendation to the clerk, the clerk shall file
the recommendation in the action. The child custody recommending counselor shall issue a report of
the child custody recommending counseling outcome no later than 10 calendar days prior to the
scheduled hearing date.
(Revised January 1, 2012)

8.14.05 COPY TO BE PROVIDED

A copy of the agreement or recommendation shall be provided to the court, to all counsel, and to non-
represented adult parties. The report shall not be shown to or distributed to any non-litigation related
persons.
(Revised January 1, 2012)

8.14.06 RECOMMENDATION OF CHILD CUSTODY RECOMMENDING

COUNSELOR
If the parties cannot reach an agreement and the child custody recommending counselor reports a
recommendation to the court, the recommendation shall be reviewed at the next calendared hearing
date.
(Revised January 1, 2012)

8.14.07 RESERVED FOR FUTURE USE

(Revised January 1, 2019)

8.14.08 PRIVATE CHILD CUSTODY RECOMMENDING COUNSELING

The parties may stipulate to have a private child custody recommending counselor attempt to resolve
their disputes regarding custody and visitation. The parties must fill out an order for private child
custody recommending counseling and submit that form to the court.
(Revised January 1, 2012)

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8.14.09 CONFIDENTIALITY OF CHILD CUSTODY RECOMMENDING

COUNSELOR REPORTS AND EVALUATION REPORTS
A. In any proceeding involving minor children and the issues of parentage, custody, visitation, or
parenting time with such minor children, any written report, including, but not limited to, the
following documents shall be deemed to be confidential:

(1) Any Child Custody Recommending Counselor Report issued by a Family Court
Services Child Custody Recommending Counselor or Family Court Services
Investigator employed by the El Dorado County Superior Court, or any person or agency
appointed by the court to conduct a mediation or evaluation involving minor children.

(2) Any Child Custody and Investigation Report prepared and/or issued pursuant to Family
Code section 3110, et seq.

(3) Any report or recommendations prepared and/or issued pursuant to Evidence Code
section 730.

B. In any case in which any of the foregoing reports exist, those reports shall be maintained as
confidential and shall be unavailable to any entities or persons except:

(1) The court and its personnel.

(2) Attorneys of record for the parties, or the parties themselves. In the event that a party to
a proceeding obtains a copy of one of the foregoing reports, either directly or through
its inclusion in a file that they receive from the court or their former legal counsel, they
shall be subject to the rules regarding confidentiality, dissemination, and copying of the
reports, and the penalties proscribed for the violation of those rules.

(3) Private mediators, Family Code section 3111 or Evidence Code section 730 custody
evaluators, psychologists or psychiatrists engaged in psychological profiling or
evaluation of one or both of the parties.

(4) Any other person or entity to whom the court expressly grants access by written order
made with prior notice to all parties.

C. All persons and/or entities having access to a report issued by a Family Court Services Child
Custody Recommending Counselor, Family Court Services Investigator, or an evaluator
appointed pursuant to Family Code section 3110, et seq., or Evidence Code section 730, are
prohibited from making copies of the report, disseminating the report, or disclosing the
contents, agreements, or recommendations contained in that report to any child who is the
subject to the report, family members or relatives of the parties, or to any other person or entity
not expressly authorized to receive the report under subsection (B), except in the following
circumstances:

(1) If the agreements and/or recommendations contained in any such report are adopted by
the court as orders, then those agreements and recommendations may be quoted or
incorporated verbatim in subsequent orders prepared for the court’s execution and
filing.

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(2) If the agreements and/or recommendations contained in any such report are adopted by
the court as orders, only that portion of the report containing those specific agreements
and recommendations adopted by the court may be attached to subsequent court orders,
if attachment of that portion of the report would lend itself to the brevity and/or clarity
of the court’s orders.

(3) Upon the issuance of a prior court order permitting the copying, dissemination, or
disclosure of the report and its contents to a person or entity previously prohibited from
receiving this information.

a. In the event of a police, Child Protective Services, or related investigation in which the
welfare or safety of a minor child is at issue, and there is not sufficient time to obtain a
court order permitting the disclosure of the information.

D. In the event that any person, entity, or attorney fails to maintain the confidentiality of a report,
they shall be subject to the imposition of sanctions by the court in the form of monetary fines
or penalties, and/or restriction of their access to any existing or future confidential reports.
(Revised January 1, 2015)

8.15.00 EVALUATION
(Effective January 1, 1994)

8.15.01 EVALUATION UNDER FAMILY CODE SECTION 3110

A. Any case in which custody or visitation remains in dispute after completion of child custody
recommending counseling, may, in the discretion of the court, be referred for evaluation.

B. The case shall not be referred to the person who conducted the child custody recommending
counseling for evaluation, unless the parties so stipulate.

C. As an alternative to a court evaluation and subject to the court’s approval, the parties by
stipulation may nominate a private evaluator to perform an evaluation of the pending matter
and to render a written report and recommendation to the court under Family Code section
3110.
(Revised July 1, 2013)

8.15.02 EVALUATION REPORT

If an evaluation is ordered, the court shall establish a specific return date to court, and the order shall
state the date the evaluator shall return the report. The date may be extended by order of the court or
written agreement of the parties. The report shall be in writing and shall be distributed to the court, to
all counsel, and to non-represented adult parties. The report, and information contained in the report,
shall only be used in a legal proceeding and for no other purpose and shall not be shown or distributed
to any non-litigation related third persons.
(Revised January 1, 2012)

8.15.03 TESTIMONY OF EVALUATOR

As employees of the superior court, witness subpoenas for child custody recommending counselors are
governed by Government Code sections 68097.1 and 68097.2, including the subpoenaing party’s
obligation for all statutory fees and salary reimbursements.

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A. COUNSELOR’S AVAILABILITY AND SERVICE OF PROCESS. Before serving the subpoena, the party
must first contact the family law clerk’s office to confirm the counselor’s availability on the
scheduled hearing date and time. After confirmation of the counselor’s availability, the
subpoena must be served at least 10 calendar days before the hearing along with the required
fee deposit.

B. APPEARANCE. If the counselor’s appearance will no longer be required, the subpoenaing party
must notify the family law clerk’s office at the earliest opportunity.

If the hearing date has been continued and the counselor’s appearance is still required, a new
subpoena will not be necessary if the subpoenaing party does both of the following: (1) contacts
the family law clerk’s office at the earliest opportunity to determine the counselor’s availability
on the continued hearing date, and (2) immediately provides the family law clerk’s office
written notice that the counselor’s appearance is required on the new date and time.

If, at the time of the hearing, the counselor is no longer an employee of the superior court, is on
leave, or other circumstances prevent the court from producing the counselor as a witness in
response to the subpoena, the court will assign the case for another child custody recommending
counseling session with a different counselor.

C. DEPOSITIONS. The court will not order depositions of counselors absent a showing of
extraordinary good cause.
(Revised July 1, 2015)

8.15.04 STIPULATIONS FOR USE OF SPECIAL MASTER IN CHILD

CUSTODY CASES
A. “Special Master” designates the person appointed pursuant to Code of Civil Procedure section
638 in family law custody cases to make decisions about custody related issues other than
decisions involving the substantial modification of legal or physical custody. Use of a Special
Master is intended as an alternative to frequent, continuing custody litigation. The Special
Master may be a mental health professional or attorney. The family law courtrooms will publish
a list of individuals who possess the minimum qualifications deemed appropriate by the court
to serve as a Special Master and will provide a packet of materials with more specific
information about appointment of a Special Master.

B. Parties may use a Special Master by agreement and written stipulation and order only. The court
will not order parties to use a Special Master. Upon execution of a stipulation appointing a
Special Master which stipulation includes a specific time period during which parties agree to
participate with the Special Master, the court will enforce such a stipulation for the time period
designated by the parties.

C. Upon appointment of a Special Master by stipulation of the parties, the Special Master may
make decisions which, in the absence of an objection raised by a party by timely filing a motion
with the court as more specifically set forth in the stipulation appointing the Special Master,
will have the effect of a court order.

D. A sample Special Master stipulation will be available in the family law courtrooms. Although
parties may develop individual stipulations appointing a Special Master, any stipulation, to be
enforced by the court, must include the following specific provisions:

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(1) A grievance procedure which conforms to the procedure set forth in the sample Special
Master stipulation;

(2) A term of appointment;

(3) A definition of the scope of authority of the Special Master;

(4) A statement of quasi-judicial immunity;

(5) A hearing process;

(6) A decision process; and

(7) An agreement for payment of fees charged by the Special Master.

(Revised January 1, 2016)

8.16.00 AWARD OF ATTORNEY’S FEES, COSTS, AND SANCTIONS

(Revised July 1, 2014)

8.16.01 GOVERNING LAW

Attorney’s fees and costs shall be awarded as authorized by statute or case law.
(Effective January 1, 1994)

8.16.02 FACTORS TO BE CONSIDERED IN SETTING FEES AND COSTS

The party requesting fees and costs should expect to present evidence in his or her moving papers on
the following issues:

A. The nature of the litigation;

B. Its complexity;

C. The amounts involved;

D. The financial circumstances of the parties (“need” and “ability to pay”);

E. The skill required; and

F. The professional standing and reputation of the attorneys.

The conscientious efforts of counsel to resolve as many areas of disagreement as possible without
judicial intervention is entitled to serious consideration in awarding attorney’s fees pursuant to Family
Code section 271.
(Revised January 1, 2016)

8.16.03 DOCUMENTATION IN SUPPORT OF AWARD OF FEES OR

COSTS
Rules 8.16.04 and 8.16.05 apply whether the request for an award is noticed or without notice.
(Effective January 1, 1994)

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8.16.04 INCOME AND EXPENSE DECLARATION

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

If a party intends to rely on a previously filed income and expense declaration, this must be stated in a
declaration under penalty of perjury, stating that there are no changes from the declaration filed by the
party, giving the date the previously filed declaration was filed.
(Revised July 1, 2013)

8.16.05 DECLARATION TESTIMONY AND BILLINGS

Declaration testimony of experts in support of prospective cost awards will be allowed. Where an
expert submits a report that has been attached to a statement of issues, a billing based on that service
may be admitted at any hearing where the report itself may be received.
(Effective January 1, 1994)

8.17.00 SANCTIONS
(Effective January 1, 1994)

8.17.01 ATTORNEY’S FEES

In addition to the foregoing factors, the various factors of Code of Civil Procedure section 128.5 and
Family Code section 271 may bear on the award of attorney’s fees to either side, including the
resistance of a request for an award on the basis that the services were not “reasonably necessary” to
the prosecution of the proceeding.
(Revised January 1, 2012)

8.17.02 OTHER SANCTIONS

In the event that any party or attorney fails at any stage of the proceedings to substantially comply with
the requirements of the current guidelines, Local Rules or California Rules of Court, the court may
order the case off calendar, proceed to hear the matter on a default basis, proceed under any condition
the court finds proper, award attorney’s fees or impose other appropriate sanctions.
(Effective January 1, 1994

8.18.00 STATUS/TRIAL SETTING CONFERENCE

(Effective January 1, 1994)

8.18.01 DATE, TIME, AND PLACE OF CONFERENCE

Upon the filing of a request for status/trial setting conference pursuant to Rule 8.20.01, the court shall
set the time, date, and place of the conference.

As nearly as possible, such status/trial setting conference shall be held within 30 days of filing of the
request.
(Revised January 1, 2001)

8.18.02 CONTINUANCES BECAUSE OF CONFLICT

In the event any counsel has a conflict with a date specified for status/trial setting conference, said
counsel must notify the court in writing within 15 calendar days of the date of mailing of notice of
Status/Trial Setting Conference by the clerk.

In the event any counsel fails to do so and thereafter request a continuance because of calendar conflict,

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said counsel must file a noticed motion, unless otherwise ordered by the court.
(Revised July 1, 2013)

8.18.03 ATTENDANCE
Each attorney attending the Status/Trial Setting Conference shall have a thorough knowledge of the
evidence and shall be prepared to discuss the facts and law pertaining to all issues then pending and to
be resolved at trial.
(Revised January 1, 2012)

8.18.04 RESOLUTION OF ISSUES

The parties are expected to resolve all or as many issues as possible at the time of the status/trial setting
conference. Bifurcation of issues is to be recognized as an expedient manner in which to accomplish
this goal. At the conclusion of the conference the parties shall submit a status/trial setting conference
form approved by the court.
(Revised January 1, 2012)

8.18.05 PARTIES’ ATTENDANCE

Parties are expected to attend the status/trial setting conference unless specifically directed not to do so
by the court. The court may exempt a party whose residence is more than 100 miles from El Dorado
County from appearing if the party is available on telephone standby and the court and the opposing
party/parties have/has been previously notified by letter.
(Revised January 1, 2001)

8.18.06 SANCTIONS
Sanctions for failure of attorneys or parties to attend the status conference shall be pursuant to Rule
7.12.11.
(Revised July 1, 2013)

8.19.00 STATEMENT OF ISSUES, CONTENTIONS, AND PROPOSED

DISPOSITION OF THE CASE
(Effective January 1, 1994)

8.19.01 FILING DATE

Where a matter is set for contested trial, both parties shall file and serve a “Statement of Issues,
Contentions and Proposed Disposition of the Case” no later than 10 calendar days prior to the
settlement conference or 10 calendar days prior to the trial date, whichever is greater. If both parties
fail to file a statement pursuant to this part, the matter shall be dropped from the trial calendar. Failure
by one party will allow the complying party to continue the cause and may result in the imposition of
sanctions. The purpose of the statement is to assist the trial judge, and the time for filing of a statement
may not be extended by stipulation.
(Revised July 1, 2018)

8.19.02 CONTENTS
Statements under this rule shall include a full and complete statement of property, income, and
expenses. Information contained in a filed final disclosure statement as required by Family Code
section 2105 may be incorporated by reference, with a copy of the statement to be attached. The
statement shall set forth the following information in the following order, as it applies to the party
filing, except as hereafter provided:

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

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

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

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

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

F. COMMUNITY PROPERTY. List each item of community property, the date it was acquired, the
basis upon which it is claimed as community rather than separate property, the current market
value, the nature, extent, and terms of payment of any encumbrance against the property, the
manner in which title thereto is presently vested, and the record title data. Each party shall
propose disposition of community assets in the following format:

ASSET FMV ENCUM NET H W

The values shall be totaled and copies of any appraisals shall be attached. The appraisal shall
be admitted into evidence subject to cross-examination and motions to strike, unless an
objection is filed with the court prior to the trial date. The proposal for the division of
community property shall contain a statement of the party’s position and the facts supporting
it.

G. DEBTS. Separately list all debts and obligations of the parties which are liabilities of the
community and, so far as known, debts and obligations which are alleged to be the separate
liabilities of the respective spouses.

Specify the identity of the creditor, the purpose for which the debt was incurred, the date upon
which the debt was incurred, the balance currently due thereon, the terms of payment, and the
security, if any, held by the creditor. The obligations shall be listed in the following format:

DATE OF DATE/AND DATE/AND

CURRENT
CREDITOR SEPARATION. CURRENT CURRENT
BALANCE
BALANCE PAID BY W PAID BY H

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

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I. TRACING. If a segregation of community property and separate property interests in a single

asset is to be an issue in the case, the statement shall set forth in detail, with dates, values, and
dollar amounts, the transactions relevant to the tracing issue, as well as the basis for
computation or proration.

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

K. REIMBURSEMENT CREDITS. All issues of reimbursement shall include a discussion of the

applicable law.

L. CURRENT INCOME AND EXPENSES. Specify and set forth current income and expenses by
completing and filing an income and expense declaration in the form prescribed by the
California Rules of Court.

Previously filed income and expense declarations shall not be considered as compliance with
this requirement.

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

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

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

P. SANCTIONS. A party requesting attorney fees and sanctions pursuant to Code of Civil Procedure
section 128.5 and/or Family Code section 271 shall indicate the extent to which that conduct
frustrates the policy to promote settlement and reduce the cost of litigation by encouraging
cooperation.
(Revised January 1, 2012)

8.19.03 MANDATORY SETTLEMENT CONFERENCES IN FAMILY LAW

CASES
A. Prior to the date set for trial, a mandatory settlement conference may be held in all short and
long cause matters.

B. Other mandatory settlement conferences may be held on the joint request of the parties or on
order of the Court.

C. Trial counsel, the parties, and all persons with full authority to settle the case shall personally
attend the conference, unless excused by the Court for good cause. If any consent to settle is
required for any reason, the person with that consensual authority must be personally present at
the conference, unless excused by the Court for good cause.

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D. No later than 10 calendar days before the date set for the settlement conference, each party shall
file an original and 2 copies of a statement of issues, contentions, and proposed disposition of
the case as required by Local Rule 8.19.02 with the court. The opposing party shall also be
served no later than 10 calendar days prior to the settlement conference. The statement shall set
forth a good faith proposal for the disposition of the case.

E. Counsel and the parties must be fully prepared to participate in the conference and must do so
in good faith. The court may impose sanctions for the failure to comply with this rule as
provided by statute and the rules of court.
(Revised July 1, 2018)

8.20.00 CONTESTED TRIALS

(Effective January 1, 1994)

8.20.01 TRIAL SETTING

A Request for Status/Trial Setting Conference shall be filed with the court along with a proof of service
to the opposing counsel/party before any contested case may be set for trial.
(Revised January 1, 2012)

8.20.02 POST-TRIAL JUDGMENT

After a contested trial of one day or less, at which no statement of decision is requested, the party
directed by the court shall prepare the judgment in accordance with the court’s decision, and shall
submit it to opposing counsel for signature under the legend, “Approved as conforming to court Order.”
Opposing counsel shall have 10 calendar days from receipt in which to approve the judgment. If not so
approved, the preparing party may submit the prepared judgment to the trial judge with a cover letter
explaining why it was submitted without such approval and showing that a copy of said correspondence
has been sent to opposing counsel.

After a status-only judgment ordered in open court, the party directed by the court shall prepare the
judgment in accordance with the court’s decision and shall submit it directly to the court for its
approval.
(Revised January 1, 2015)

8.20.03 TRIAL EXHIBITS

A. Counsel 1 shall attempt to meet and confer at least 10 calendar days prior to the start of trial and
shall attempt to present all intended exhibits to be introduced at the trial.

B. Exhibits shall be listed, with petitioner’s exhibits to be listed serially by number, and
respondent’s exhibits listed alphabetically.

(1) Exhibits to follow shall be marked with appropriate stickers.

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

(3) The original of the Exhibit List, and a copy for the judge, shall be delivered to the clerk

1
Unrepresented parties shall perform the duties of counsel as set forth herein.

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before the trial begins.

C. Copies of all exhibits shall be presented to the other party.

D. The originals shall be placed in a standard binder and given to the judge for their use during
trial. A duplicate copy of this binder shall be provided for the use of witnesses during trial.
Exhibits shall be separated by tabbed separators, numbered for petitioner’s exhibits and lettered
for respondent’s exhibits. A party desiring to refer to an exhibit shall refer the witness to the
tab number or letter of that exhibit. If there are 10 or fewer exhibits, the marked exhibits shall
be delivered to the clerk, together with copies for the judge along with an exhibit list.

E. Counsel is advised that if exhibits are tendered at trial that were not premarked and otherwise
handled as set forth above, they must be prepared to show good reason why this was not done.
Sanctions may be imposed.

F. For purposes of the retention, destruction, and return of exhibits, exhibits in family law cases
shall be treated as exhibits in all civil cases. Please refer to Local Rule 7.11.03.
(Revised July 1, 2018)

8.20.04 LONG CAUSE CONTESTED HEARINGS AND TRIAL BRIEFS

In any cases where a Mandatory Settlement Conference is not set, any long cause contested hearing
brief or trial brief by either party shall be filed and served at least ten (10) calendar days before the
scheduled long cause contested hearing or trial date. No briefs will be accepted on the day of the long
cause contested hearing or trial.
(Revised August 1, 2016)

8.20.05 MOTIONS IN LIMINE

All motions in limine shall be filed and served at least 5 calendar days before the scheduled Mandatory
Settlement Conference
(Revised July 1, 2018)

8.20.06 COURT REPORTER FEES

In Superior Court, there shall be a court reporter fee as set in the court’s Uniform Civil Fee Schedule. All
parties shall provide, and post, court reporter fees pursuant to Government Code section 68086. Fees
for proceedings lasting less than one hour shall be posted by the moving party at the time of filing. Fees
for proceedings lasting more than one hour, including trials, shall be posted as directed by the court or
at the beginning of any long cause hearing or trial. Failure to provide and post court reporter fees
pursuant to statute and these rules shall be cause for the hearing or trial to be postponed or continued
at the discretion of the court. The court may award attorney’s fees and/or sanctions against the non-
complying party.
(Effective January 1, 2013)

8.20.07 WITNESS LISTS

No later than ten (10) calendar days prior to the mandatory settlement conference or trial date,
whichever is earliest, each party shall file and serve on the other parties a list identifying all lay
witnesses and expert witnesses the party intends to call at trial.
(Revised August 1, 2016)

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8.21.00 DEFAULT OR UNCONTESTED JUDGMENT

(Effective January 1, 1994)

8.21.01 HEARING
Where a judgment of dissolution is to be obtained by written agreement of the parties after a response
has been filed (uncontested) or by default, judgments should be obtained by declaration without the
necessity of a hearing. However, a hearing may be set upon request of a party or by court order.
(Effective January 1, 1994)

8.21.02 FORMAT OF JUDGMENT

The judgment shall be prepared on Judicial Council form FL-180, and shall comply with the following
provisions:

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

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

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

D. The signature of the judge shall not follow any attached agreement of the parties, but shall be
set forth on the judgment following the orders of the court.

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

All respondents upon whom default has been taken must have his or her signature
acknowledged by a notary, if not represented by counsel. If only one party is represented by
counsel, the attorney for that party must sign the agreement and the other party must sign a
statement in agreement or a declaration or affidavit that the party has been advised to consult
an attorney regarding the agreement, but declined to do so.

The requirement of acknowledgment by parties not represented by counsel does not apply to
stipulated judgments prepared and submitted by the Department of Child Support Services.
(Revised January 1, 2015)

8.21.03 UNCONTESTED JUDGMENTS GRANTED IN OPEN COURT

After an uncontested judgment to which the parties stipulate in open court, provided the court states on
the record the orders to be included in the judgment, the party directed by the court shall prepare the
judgment in accordance with the court’s orders, and shall submit it to opposing counsel for signature
under the legend, “Approved as conforming to court order.” Opposing counsel shall have 10 days from
receipt in which to approve the judgment. If not so approved by opposing counsel, the preparing party
may submit the proposed judgment to the trial judge with a cover letter explaining why it was submitted

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without such approval and showing that a copy of said correspondence has been sent to opposing
counsel.
(Effective January 1, 2015)

8.22.00 CONTENTS OF JUDGMENT

(Effective January 1, 1994)

8.22.01 CUSTODY AND VISITATION

Where the judgment is taken by default, and there is no attached written agreement of the parties
concerning custody and visitation, an attached factual declaration shall set forth the following:

A. Where the party is seeking joint custody, what contact with the child the defaulting party shall
have.

B. Where the party is seeking to deny visitation between the child and the defaulting party, the
reasons why visitation should not be ordered.

C. In preparing the declaration, the party shall inform the court when the parties were separated,
who has been the primary caretaker of the child during the immediate past 6 months, and the
extent of contact between the child and the non-caretaker parent during that time.
(Effective January 1, 1994)

8.22.02 CHILD SUPPORT

Where judgment is obtained by default, and there is no attached written agreement concerning child
support:

A. An attached declaration shall state the effective date of the order sought, the amount of support
sought per child and in total, the net incomes of each party, the name and birth date of each
child, the percentage of time each party has physical custody of the child(ren), the amount of
support as determined in the case of each child by Family Code sections 4051 – 4068.

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

C. Any written agreement regarding child support shall comply with the provisions of Family
Code section 4063.
(Revised January 1, 2012)

8.22.03 SPOUSAL SUPPORT

The issue of spousal support for each party must be addressed. A support amount may be requested,
support may be terminated, or the issue of support may be reserved. If a request for support is by
default, the party shall attach a declaration stating the effective date of the order, the amount of support
sought, and the net incomes of each party.
(Effective January 1, 1994)

8.22.04 RESTRAINING ORDERS

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

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declaration(s).
(Revised July 1, 2001)

8.22.05 DIVISION OF COMMUNITY PROPERTY

No division of community property (assets or obligations), or confirmation of separate property, will
be ordered unless there is one of the following:

A. An attached written agreement between the parties settling those issues; or

B. An order of the court at a hearing or trial dividing the community property and confirming any
separate property; or

C. When the judgment is obtained by default without agreement, proof provided to the satisfaction
of the court that the respondent was given notice of the proposed division of community
property and confirmation of any separate property at least 30 days in advance of the submission
of the proposed default judgment. Such proof shall be satisfied by one of the following:

(1) A proposed property division, including proposed values of assets and debts, contained
within or attached to the initial petition or an amended petition, along with proof of service
indicating the documents were properly served on the respondent; or

(2) A completed and filed property declaration, with a proposed division of property and
proposed values of assets and debts, along with proof of service indicating the documents
were properly served on the respondent.
(Revised January 1, 2016)

8.23.00 APPOINTMENT OF COUNSEL FOR CHILD(REN)

(Effective January 1, 1994)

8.23.01 EDUCATION AND EXPERIENCE REQUIREMENTS

A. PURPOSE. This rule is established to insure that attorneys appointed to represent the best
interests of a child in a family law custody and visitation proceeding meet the appointment
requirements of California Rules of Court, rule 5.242.

B. EDUCATION REQUIREMENTS. Prior to being appointed as counsel to represent the best interests
of a child in a custody or visitation proceeding under Family Code section 3150, counsel must
demonstrate that he or she is an active member of the State Bar of California, has professional
liability insurance or demonstrate to the court that he or she is adequately self-insured, and
complete at least twelve (12) hours of education and training, including all of the following:

(1) Statutes, case law and court rules relating to child custody and visitation;

(2) Representation of a child in custody and visitation proceedings;

(3) Special issues in representing a child, including stages of child development;

communication with a child at different stages of development and presenting the
child’s view; recognizing, evaluating, and understanding evidence of child abuse and
neglect, family violence and substance abuse, cultural and ethnic diversity, and gender
specific issues; the effects of domestic violence and child abuse and neglect on children;

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and working effectively with multidisciplinary experts.

C. ANNUAL RECERTIFICATION. To remain eligible for appointment, counsel must annually

complete a minimum of eight (8) hours of training in the subjects listed above.

D. DEMONSTRATION OF COMPLIANCE WITH REQUIREMENTS. No later than 10 days after being

appointed and prior to beginning work on a case counsel shall file a declaration with the court
demonstrating compliance with the requirements set forth in California Rules of Court, rule
5.242 and this rule. Counsel may use form FL-322, Declaration of Counsel for a Child
Regarding Qualifications. This form may also be used to demonstrate eligibility for annual
reappointment.

If any disciplinary action is taken by the State Bar of California against an attorney who has
been appointed to represent a child under this rule and California Rules of Court, rule 5.242, he
or she must advise the court within 5 days of the action stating the basis of the complaint, result,
and notice of any reproval, probation, or suspension.

E. EXPERIENCE REQUIREMENTS:

(1) Initial Experience Requirements. To be appointed counsel in a family law proceeding,

counsel must have represented a party or a child in at least 6 proceedings involving child
custody within the previous 5 years. At least 2 of the 6 must have involved contested
custody and visitation issues, and no more than 3 of the 6 may be dependency or
guardianship proceedings.

(2) Alternative Experience Requirements. If an attorney does not meet the initial experience
requirements set forth above, he or she must meet one of the following alternatives:

a. Be employed by a legal services organization or government agency, or employed by a

private law firm that has previously been approved by the court as qualified to represent
children in family law proceedings and be supervised by an attorney who has met the
initial experience requirements; or

b. Be an attorney working in consultation with a qualified attorney; or

c. Demonstrate substantial equivalent experience to the satisfaction of the court.

(Revised July 1, 2014)

8.23.02 RIGHTS AND RESPONSIBILITIES OF APPOINTED COUNSEL

FOR A CHILD
Counsel appointed to represent the best interests of a child in a custody or visitation proceeding shall
have the rights and responsibilities enumerated in California Rules of Court, rule 5.242(i), (j) and (k),
in addition to the statutory rights and duties conferred by California law.
(Revised July 1, 2009)

8.24.00 TITLE IV-D CASES (DEPARTMENT OF CHILD SUPPORT)

(Revised January 1, 2015)

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8.24.01 DEFINITIONS
As used in this section 8.24.00, the following terms have the following meanings:

A. “Title IV-D” cases are those cases described by Family Code section 4251.

B. “Commissioner” means a person appointed as a Superior Court commissioner.

C. “IV-D Time” means the time spent by a commissioner on Title IV-D cases.
(Effective July 1, 1997)

8.24.02 COMMISSIONER AND TITLE IV-D CASES

A commissioner of this court may sit on Title IV-D cases. The commissioner shall keep track of his or
her IV-D Time.
(Revised July 1, 2013)

8.24.03 POWERS OF COMMISSIONER IN TITLE IV-D CASES

A commissioner shall have all the powers enumerated in Family Code section 4251(d).
(Effective July 1, 1997)

8.24.04 CONTESTED CUSTODY AND/OR VISITATION ISSUES RAISED

IN TITLE IV-D CASES
A commissioner of this court may hear contested custody and visitation issues in his or her capacity as
a commissioner or temporary judge. Said issues shall be severed from the Title IV-D case in which
raised, and tried separately. The time spent on such severed issues shall not be changed as IV-D Time.
This rule is intended to comply with the provisions of Family Code section 4251(e)(3).
(Revised July 1, 2013)

8.25.00 FAMILY LAW FACILITATORS

(Effective January 1, 1998)

8.25.01 OFFICE OF FAMILY LAW FACILITATOR

Each division of the Superior Court shall maintain an office of family law facilitator pursuant to the
provisions of the Family Law Facilitator Act (Family Code Division 14).
(Effective January 1, 1998)

8.25.02 FACILITATOR SERVICES

The family law facilitator shall provide the services as set forth in Family Code section 10004, and
shall act in all types of cases described in Family Code section 10003.
(Effective January 1, 1998)

8.25.03 ADDITIONAL DUTIES OF THE FAMILY LAW FACILITATOR

The Bench Officer presiding over any case described in Family Code section 10003 may designate any
of the following duties to be performed by the Family law Facilitator:

A. Meeting with litigants to mediate issues of child support, spousal support, and maintenance of
health insurance, subject to Family Code section 10012. Actions in which one or both of the
parties are non-represented by counsel shall have priority.

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B. Drafting stipulations to include all issues agreed to by the parties, which may include issues
other than specified in Family Code section 10003.

C. If the parties are unable to resolve issues with the assistance of the family law facilitator, prior
to or at the hearing and at the request of the court, the family law facilitator shall review the
paperwork, examine documents, prepare support schedules, and advise the judge whether or
not the matter is ready to proceed.

D. Assisting the clerk in maintaining records.

E. Preparing formal orders consistent with the court’s announced order in cases where both parties
are non-represented.

F. Serving as a special master in proceedings and making findings to the court unless he or she
has served as a child custody recommending counselor in that case.

G. Providing the services specified in Division 15 (commencing with Family Code section 10100).
Except for the funding specifically designated for visitation programs pursuant to section 669B
of Title 42 of the United States Code, Title IV-D child support funds shall not be used to fund
the services specified in Division 15 (commencing with Family Code section 10100).

H. Providing the services specified in Family Code section 10004 concerning the issues of child
custody and visitation as they relate to calculating child support, if funding is provided for that
purpose.

I. In addition to the above duties, the Bench Officer may designate any of the following additional
duties to the family law facilitator:

(1) Assisting the court with research and any other responsibilities which will enable the
court to be responsive to the litigants’ needs.

(2) Developing programs for bar and community outreach through day and evening
programs, videotapes, and other innovative means that will assist non-represented and
financially disadvantaged litigants in gaining meaningful access to family court. These
programs shall specifically include information concerning underutilized legislation,
such as expedited child support orders (Chapter 5 commencing with section 3620 of
Part 1 of Division 9), and preexisting, court sponsored programs, such as supervised
visitation and appointment of attorneys for children.
(Revised July 1, 2013)

8.25.04 COMPLAINT PROCEDURE FOR FAMILY LAW FACILITATOR

A person wishing to register a complaint against a family law facilitator may do so either verbally or
in writing to the family law commissioner for the session of court (Western Slope or South Lake Tahoe)
in which the services were provided. The family law commissioner will conduct an investigation, which
may include consultation with the staff, the other party, or with the attorneys. Within 30 days, the
family law commissioner will respond to the complainant acknowledging receipt of the complaint. To
the extent possible, the court will complete an investigation of the complaint within ninety (90) days
of receipt.

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The complaining party may appeal the family law commissioner’s action to the presiding judge of the
El Dorado Superior Court. The presiding judge may request that the complaint be put in writing. Within
30 days, the presiding judge will respond to the complainant acknowledging receipt of the complaint.
To the extent possible, the court will complete all appeal investigations of the complaint within ninety
(90) days of receipt.
(Effective July 1, 2003)

8.26.00 ACCESS TO COURT HEARINGS

All litigants, both non-represented by counsel and represented by counsel, shall have ultimate access
to a hearing before the court.
(Revised July 1, 2000)

8.26.01 ACCESS TO CERTAIN FAMILY LAW FILES

Paternity Files and Complaints to Establish Paternity. Only the parties to the action or their attorneys
of record may inspect the file. Copies of documents in the file may be released to the party or the
attorney upon the presentation of proof of identification.

The final judgment is a public record. All other documents are confidential. A person, other than a
party or the attorney of record for a party, seeking copies of other documents in the file must file a
noticed motion setting forth a detailed factual showing constituting good cause.
(Effective January 1, 2012)

8.27.00 FAMILY CENTERED CASE RESOLUTION PROCESS

(Effective July 1, 2013)

8.27.01 AUTHORITY
This rule is intended to implement a family centered case resolution process in conformance with
Family Code sections 2450 – 2451 and California Rules of Court, rule 5.83.
(Effective July 1, 2013)

8.27.02 APPLICABILITY
This rule applies to all dissolution, legal separation, nullity, and parentage cases filed after July 1, 2013.
(Effective July 1, 2013)

8.27.03 STATUS CONFERENCE

A. Upon the filing of any case listed in Local Rule 8.27.02, the court will issue a notice of status
conference and calendar three (3) status conferences: one within six (6) months of the filing of
the petition, one within one (1) year of filing of the petition, and one within eighteen (18)
months of the filing of the petition. The court also will calendar two (2) dismissal hearings: one
after two (2) years of the date of the filing of the petition, and one after five (5) years of the
filing of the petition, at which point the court shall consider the dismissal of the case for failure
to serve the respondent or for failure to obtain a final judgment, pursuant to California Code of
Civil Procedure sections 583.310 and 583.420(a)(1). The petitioner shall serve the notice of
status conference on the respondent with the summons and petition and any other initial papers
to be served with the summons and petition.

B. The purpose of the Status Conference is to assess the case early and assist the litigants with
creating a case management plan for resolution of all the issues presented in their cases. The
design of the case management plan will depend on the complexity of the case.

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C. On request of either party or on the court’s own motion, the court may set any matter for a
Status Conference.

D. The parties are not required to attend the Status Conferences, unless required to attend by order
of the court, but the parties may attend to discuss the status of their case. The parties may submit
a Case Management Conference Statement prior to the Status Conference.
(Revised July 1, 2017)

8.27.04 RESERVED FOR FUTURE USE

(Revised January 26, 2016)

8.27.05 STATUS CONFERENCE AND COURT’S ROLE

A. At the Status Conference, the judicial officer, or his or her designee, which could include court
staff or a temporary judge, will review the case to determine whether it is progressing towards
disposition in a timely and effective manner in accordance with the milestones, disposition
standards, and additional factors set forth in California Rules of Court, rule 5.83. The judicial
officer may take action authorized by California Rules of Court, rule 5.83, including but not
limited to setting additional Status Conferences, setting a family centered case resolution
conference, or scheduling the case for further review without appearances by the parties.

B. Any party in attendance at a Status Conference must inform the court of the following matters:

(1) The attendance of both parties at family court services mediation;

(2) The service by both parties of a complete preliminary declaration of disclosure;

(3) The filing with the court of a declaration regarding service of declaration of disclosure
and income and expense declaration;

(4) The readiness of the parties to participate in mediation;

(5) The appropriateness of referral to arbitration;

(6) The willingness of the parties to limit, schedule, or expedite discovery, including the
willingness to provide the opposing party, without a discovery request:

a. The name, address, and telephone number of each individual likely to have desirable
information that supports the party’s disclosures, and

b. A copy of, or a description by category and location of, all documents, data
compilations, and tangible things that are in the possession, custody, or control of the
party and that supports the party’s disclosures.

(7) The appropriateness of implementation of a family centered case resolution plan

pursuant to Family Code section 2451; and

(8) The willingness of the parties to stipulate to the appointment of court experts, and
allocate the expert’s expense, or to schedule a hearing for the appointment and expense

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allocation of court experts.

C. At any Status Conference the court may:

(1) Schedule disclosure of expert witnesses, by stipulation;

(2) Inquire whether issues can be narrowed by stipulation and set dates for the filing of
stipulations;

(3) Set dates for further Status Conferences, as needed, and no less often than every six (6)
months;

(4) Set dates for other events that must take place before the next Status Conference;

(5) Set the date for trial and/or settlement conferences; and

(6)Take such other action, as permitted by law, which could promote the just and efficient
disposition of the case.
(Revised August 1, 2016)

9.00.00 ADOPTION PROCEEDINGS

(Effective January 1, 1994)

9.00.01 ADOPTION HEARINGS

Adoption hearings will be scheduled at the request of petitioner, on the day and time set by the court
for the hearing of such matters. Petitioner should contact the calendar clerk for scheduling purposes.
All proposed orders, accountings, agreements, consents, and other pleadings required by law shall be
on file prior to scheduling a hearing.
(Revised July 1, 2014)

9.00.02 ACCESS TO ADOPTION FILES

A. Adoption and Related Files (Civil Code sections 232, 7017, Probate Code section 1500).

(1) The attorney of record may have access to the file and may make copies of documents
therein without a court order.

(2) A party to an adoption may, on written request, receive a “Certificate of Adoption” from
the court clerk. There is no fee for this service. If a party to an adoption wishes to obtain
information from the file other than a certificate of adoption, he or she must first obtain
a court order authorizing release of the information.

(3) A party desiring to access the original birth certificate must petition the Superior Court
of the county in which the petitioner resides pursuant to Health and Safety Code section
10439. The clerk will send a copy of the petition to the Department of Social Services,
which will provide such information as it may possess. Upon receipt of the information
from DSS, the petition will be set for hearing and the petitioner will be notified of the
date and time set for hearing.

(4) Any person, other than a party, requesting information from a sealed adoption file must

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petition the court, setting forth a detailed factual showing sufficient to establish good
cause. For the purposes of this rule, the “good cause” required to be shown shall be
tantamount to necessity. After the petition has been filed, the matter shall be set for
hearing.
(Effective January 1, 2012)

10.00.00 PROBATE PROCEEDINGS

10.00.01 PROBATE CALENDAR AND TENTATIVE RULING SYSTEM

A. PROBATE CALENDAR. The probate calendar shall be heard pursuant to the scheduling
established by the Superior Court in the department assigned by the presiding judge.

B. TENTATIVE RULING SYSTEM – DEPARTMENT NINE

(1) The Superior Court will operate a tentative ruling system for matters set on the regularly
scheduled probate calendar. Most matters on this calendar will not be heard on the
probate calendar date. Only those maters where the tentative rulings mandate
appearances will there be oral argument. These will generally be limited to the matters
specified in Local Rule 10.0.04. Oral argument in all other matters will not be permitted,
unless hearing is requested at the time the matter is scheduled on the probate calendar.

(2) Uncontested matters seeking approval of petitions, reports and accounts will have a
ruling granting, denying, or a qualified grant or denial. No appearances will be required
on these matters and no hearing will be held, if a proposed order is submitted prior to
hearing, unless the court mandates the appearances are required in the ruling.

(3) Nothing in this rule is to be construed as prohibiting counsel from attending the hearing
of the probate calendar for any reason, even if their appearance is not required.

(4) The tentative ruling and written rationale can be obtained via the Internet on the El
Dorado County Superior Court web page at www.eldoradocourt.org on the court day
preceding the date the matter is set on the probate calendar. The written rationale, if
appropriate, can be viewed on the web page by clicking on the “Tentative Rulings” link
and you will find the tentative rulings listed by department and calendar date. Simply
click on the tentative rulings for the assigned department and then click on the date you
wish to view.

(5) The tentative ruling and written rationale, if appropriate, will also be posted outside the
assigned department for viewing on the court day preceding the date the matter is set on
the probate calendar.

(6) In matters where no appearances are required, the tentative ruling will become the order
of the court at the time and date the matter is set on the probate calendar, unless oral
argument is requested .
(Revised January 1, 2016)

10.00.02 FILING OBJECTIONS OR CONTINUANCES

Objections to a matter on the probate calendar shall be asserted at the hearing or filed and served by
mail on the attorney for the petitioner 5 days prior to the hearing. If the petitioning party has not been
timely served with the objections and is not present at the hearing or requests a continuance, the matter

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will be continued for one week only. Written objections, if not already filed and served, shall then be
filed and served 2 days prior to the continued hearing date.
(Effective January 1, 1994)

10.00.03 CONTINUANCES
Unless formal objections have been filed, the petitioning party may request a continuance by contacting
the court, in writing, no later than 1:00 p.m. the day before the hearing. The continuance shall be to a
date certain and shall be confirmed promptly by the clerk.
(Revised January 1, 2015)

10.00.04 MATTERS REQUIRING APPEARANCES

The following probate matters require appearance of counsel or parties at the hearing, unless notified
by the court.

A. Application for appointment of guardian or conservator.

B. Termination of guardianship or conservatorship, other than by death of the minor or

conservatee, or the minor attaining the age of majority.

C. Confirmation of sale of real or personal property.

D. Contested matters.

E. Other matters at the request of the court.

(Effective January 1, 1994)

10.00.05 PREPARATION OF ORDERS

An order or judgment not presented for signature at the time of the hearing should be presented within
5 court days thereafter and shall include in the first paragraph a recitation of the date of the hearing.
Such order or judgment shall be dated as of the date heard with an additional blank for the date of the
signature.
(Revised January 1, 2016)

10.00.06 RESERVED FOR FUTURE USE

(Revised January 1, 2016)

10.00.07 RESERVED FOR FUTURE USE

(Revised January 1, 2016)

10.00.08 WAIVER OF RULE

For good cause shown, the court in probate proceedings may waive the application of any Local Rule
in a particular case.
(Revised January 1, 2016)

10.01.00 NOTICES
(Effective January 1, 1994)

10.01.01 RESERVED FOR FUTURE USE

(Revised January 1, 2016)

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10.01.02 RESERVED FOR FUTURE USE

(Revised January 1, 2016)

10.01.03 RESERVED FOR FUTURE USE

(Revised January 1, 2016)

10.01.04 ADDITIONAL NOTICE IN COURT’S DISCRETION

Under the provisions of Probate Code section 1202, the court may require additional notice in any
matter. Ordinarily, such notice will be required whenever it appears that the interest of any person may
be adversely affected by the determination of the issue raised by the pleading.
(Revised January 1, 2012)

10.02.00 APPOINTMENT OF EXECUTORS AND ADMINISTRATORS

(Effective January 1, 1994)

10.02.01 SPECIAL LETTERS, NOTICE, AND APPOINTMENT

A. An ex parte petition for special letters of administration ordinarily will not be granted without
notice to the surviving spouse, the person nominated as executor, any other person having
priority, and any other person the court determines to be equitably entitled to notice.

B. When appointing a special administrator, preference will be given to the person entitled to
letters testamentary or of administration. If it appears that a bona fide contest exists between
these persons, the court will consider the appointment of a neutral party as special administrator.
(Effective January 1, 1994)

10.02.02 CORPORATE AND INDIVIDUAL CO-REPRESENTATIVES

A corporate representative cannot assume responsibility for the acts of its individual co-representative
who must provide bond as required by law. Any deposit made under the provisions of the Financial
Code for the purpose of reducing bond must be made jointly by the corporate and individual co-
representatives.
(Effective January 1, 1994)

10.02.03 RESERVED FOR FUTURE USE

(Revised January 1, 2016)

10.02.04 DEPOSIT OF PERSONAL PROPERTY FOR REDUCTION OF

BOND
A. When the personal representative, under Probate Code section 8483, seeks to reduce the amount
of bond (whether at the time of appointment of subsequently) by restricting the withdrawal of
money or other personal property that has not already been deposited under Probate Code
sections 9700 or 9701, the Order to Deposit Money Into Blocked Account (Judicial Council
form MC-355) shall either provide:

(1) The money or other personal property shall remain on deposit at the financial institution
or trust company then in possession of the money or other personal property, subject to
withdrawal only upon authorization of the court; or

(2) The money of other personal property shall be transferred directly from the financial

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institution or trust company then in possession of the money or other personal property
to another financial institution or trust company, without the money or other personal
property coming into the possession of the personal representative, subject to
withdrawal only upon authorization of the court.

The personal representative and the personal representative’s attorney, if any, shall deliver a
copy of the Order to Deposit Money Into Blocked Account (Judicial Council form MC-355) to
each financial institution or trust company then in possession of the money or other personal
property and, if applicable, to the financial institution or trust company to which the money or
other personal property is to be transferred. The depository’s Receipt and Acknowledgment of
Order for the Deposit of Money Into Blocked Account (Judicial Council form MC-356) shall
be filed with the court within 15 days of the issuance of the order. Additionally, a status
conference shall be set for 3 weeks after the court issues the order to confirm filing of the
Receipt and Acknowledgment. If the Receipt and Acknowledgment is timely filed, the matter
will be removed from the calendar and no appearances will be required.

B. When the personal representative, under Probate Code section 8483, seeks to reduce a bond
that has already been given by restricting the withdrawal of money or other personal property
that has already been deposited under Probate Code sections 9700 or 9701, the personal
representative and the personal representative’s attorney, if any, shall deliver a copy of the
Order to Deposit Money Into Blocked Account (Judicial Council form MC-355) to each
depository in which the money or other personal property is deposited. The depository’s Receipt
and Acknowledgment of Order for the Deposit of Money Into Blocked Account (Judicial
Council form MC-356) shall be filed with the court within 15 days of the issuance of the order.
Additionally, a status conference shall be set for 3 weeks after the court issues the order to
confirm filing of the Receipt and Acknowledgment. If the Receipt and Acknowledgment is
timely filed, the matter will be removed from the calendar and no appearances will be required.
(Revised January 1, 2016)

10.02.05 MULTIPLE REPRESENTATIVES

When multiple representatives are appointed by an order, which directs that “letters shall issue to
them,” the clerk will not allow less than all to qualify.
(Effective January 1, 1994)

10.02.06 PROOF OF WILLS BY AFFIDAVIT OR DECLARATION

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

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

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

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

(Effective January 1, 1994)

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10.02.07 RESERVED FOR FUTURE USE

(Revised January 1, 2016)

10.02.08 RESERVED FOR FUTURE USE

(Revised January 1, 2016)

10.02.09 AGE, ADDRESS, AND RELATIONSHIP

The petition shall also include the following with respect to persons required to be named in the petition
by the Probate Code:

A. The address, including the residence number, street, city, state, and zip code, or post office box
number customarily used for residence mailing purposes;

B. The relationship of the person to the decedent;

C. The age of the person; except that a person over the age of eighteen (18) may simply be
designated as an adult unless the person’s age is relevant to the person’s interest in the estate.
(Revised January 1, 2016)

10.02.10 INFORMATION REQUIRED OF PERSONAL REPRESENTATIVES

UPON ACKNOWLEDGEMENT OF DUTIES
The driver’s license numbers of personal representatives (other than public officers or trust companies)
shall be provided in the receipt of the acknowledgement of duties and liabilities required by Probate
Code section 8404. These numbers shall be kept confidential and shall not be made available for public
inspection without a court order.
(Revised January 1, 2012)

10.03.00 MOTIONS, PETITIONS, AND ORDERS

(Effective January 1, 1994)

10.03.01 CAPTIONS
The caption in each petition or motion filed in a probate matter shall identify each matter requiring
action by the court.
(Effective January 1, 1994)

10.03.02 PETITION TO SUPPORT EX PARTE ORDER

An ex parte order will not be granted unless accompanied by a petition, affidavit, or declaration (where
applicable) in support thereof.
(Effective January 1, 1994)

10.03.03 ORDERS TO BE COMPLETE IN THEMSELVES

All orders and judgments in probate matters must be complete in themselves. All matters actually
passed on by the court, including the relief granted, the names of persons and descriptions of property
(including assessor’s parcel number and specific legal description), amounts of money affected, the
terms of trusts, and the provisions of leases or other agreements must be set forth with the same
particularity that is required in judgments in civil matters.
(Effective January 1, 1994)

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10.03.04 NUNC PRO TUNC ORDERS CORRECTING CLERICAL ERRORS

A. If, through inadvertence, the minute order or the signed decree fails to state the order actually
made by the court, the court will, on motion, make a nunc pro tunc order correcting the mistake.
Such a motion must normally be supported by an affidavit or declaration.

B. If the nunc pro tunc order does not take the form of a completely amended order reflecting its
nunc pro tunc character, it should be substantially in the following form:

“On motion to correct a clerical error, the (identify the order to be corrected, giving the title and
date thereof) is corrected by striking the following: (here set out the matter to be eliminated)
and by inserting in lieu thereof the following: (here set out the correct matter).”

C. To prevent errors, not less than a complete clause or sentence should be stricken, even if it is
intended only to correct one word or a figure.
(Effective January 1, 1994)

10.03.05 RESERVED FOR FUTURE USE

(Revised January 1, 2016)

10.03.06 ESCHEAT PETITIONS

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

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

C. All documentary evidence in support of the petition must be on file at the time the matter is
calendared for hearing.

D. In the absence of satisfactory proof that the petitioner(s) has (have) sole entitlement to the
escheated property, payment of all of the property shall not be ordered until after expiration of
the time to file claims.
(Effective January 1, 1994)

10.03.07 RESERVED FOR FUTURE USE

(Revised January 1, 2016)

10.04.00 CREDITORS’ CLAIMS

(Effective January 1, 1994)

10.04.01 RESERVED FOR FUTURE USE

(Revised January 1, 2016)

10.04.02 APPROVAL OF FUNERAL CLAIMS

A. Funeral expenses (including the cost of interment, interment plot, endowment care, and a
suitable monument) proportionate to value of decedent’s assets, and in keeping with the
standard of living adopted by the decedent prior to his or her death, or as provided in the will,
will be approved by the court. The burden of proof as to the reasonableness of the claim for
funeral expenses is on the personal representative.

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B. When interest has been paid in connection with the delayed payment of a claim for funeral
expenses, a specific reason for the delay must be made in the report accompanying the account
in which credit for such payment has been taken.
(Effective January 1, 1994)

10.04.03 PROOF OF SERVICE ON REJECTED CLAIMS

Proof of service of the rejection of any claim under Probate Code section 9250 must also be filed with
a copy of the notice of rejection.
(Effective January 1, 1994)

10.05.00 SALES
(Effective January 1, 1994)

10.05.01 BROKER’S COMMISSION ON SALE OF REAL PROPERTY

Upon the confirmation of the sale of real property, a broker’s commission in excess of the amounts set
forth in the following schedule will not be allowed:

Improved property 6%
Unimproved property 10%
(Effective January 1, 1994)

10.05.02 LISTING AGREEMENT

Statutory provisions concerning listing agreements for the sale of real property are set forth at Probate
Code section 10150, et seq. A petition for authorization to enter into a listing agreement submitted for
court approval must be accompanied by a copy of the proposed agreement. Personal representatives
with authority under the Independent Administration of Estates Act need not submit proposed listing
agreements to the court for approval.
(Revised January 1, 2012)

10.05.03 NOTICE AND HEARING ON CONFIRMATION OF SALE OF REAL

PROPERTY
A 10% deposit in the form of cash or certified check must be submitted at the hearing in order for a
person to bid on real property.
(Revised January 1, 2012)

10.06.00 – 10.06.99 RESERVED FOR FUTURE USE

10.07.00 ACCOUNTS, FEES, AND DISTRIBUTION

(Revised July 1, 2014)

10.07.01 RESERVED FOR FUTURE USE

(Revised January 1, 2016)

10.07.02 RESERVED FOR FUTURE USE

(Revised January 1, 2016)

10.07.03 RESERVED FOR FUTURE USE

(Revised January 1, 2016)

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10.07.04 ALLOWANCE ON ACCOUNT OF COMPENSATION

Except for good cause shown, the last 25 percent of the statutory compensation will not be allowed
prior to the approval of the final account and the judgment of distribution.
(Revised January 1, 2016)

10.07.05 RESERVED FOR FUTURE USE

(Revised January 1, 2016)

10.07.06 COSTS
The cost of long distance telephone calls and unusual amounts of photocopies and postage, if properly
itemized, shall be allowed as costs of administration.
(Effective January 1, 1994)

10.07.07 DESCRIPTION OF PROPERTY DISTRIBUTED

A. The petition for distribution, as well as the judgment of distribution, shall list and describe all
property, including the assessor’s parcel number and specific legal description of real property
to be distributed. In case of intestacy: (1) where the decedent leaves a surviving spouse, the
petition shall allege whether the property is community or separate; and (2) where distribution
is to be made pursuant to Probate Code section 6402.5, the source of the property shall be
alleged.

B. A supplemental account must be presented if assets in excess of $1,000 or more are withheld
from initial final distribution, unless the account has been waived.
(Revised January 1, 2012)

10.07.08 RESERVED FOR FUTURE USE

(Revised January 1, 2016)

10.07.09 AGREEMENTS FOR DISTRIBUTION

A. If the distributees seek a distribution in a manner other than that provided by the will or by the
laws of intestate succession, a written agreement between the affected distributees must be filed
in the probate proceeding or consent thereto endorsed on the petition. The order of distribution
shall include reference to the assignment, agreement or disclaimer, which is the basis for the
distribution.

B. A minor distributee or other distributee under disability must be represented by his or her legal
representative; and prior court approval of the agreement, assignment, or disclaimer must be
obtained if the distributee is subject to a guardianship or conservatorship.
(Revised January 1, 2016)

10.07.10 DISTRIBUTION TO MINORS

If a minor is to receive a distribution, the decree shall indicate the Probate Code section providing the
method for distribution on behalf of the minor.
(Revised January 1, 2016)

10.07.11 DOCUMENTS TO BE ON FILE BEFORE HEARING FOR

DISTRIBUTION
Where a guardian of a minor must be appointed, or affidavits or declarations are required under Probate

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Code sections 3401 or 13101, or proceedings are had under Probate Code section 3410, et seq., the
guardian must be appointed or such affidavits or declarations, or a certified copy of the order made
under Probate Code section 3410, et seq., shall be filed prior to the hearing on the petition for
distribution. When distribution is to be made to a testamentary trustee, the consent of the trustee to act
must be filed prior to the hearing on the petition for distribution.
(Revised January 1, 2012)

10.07.12 PETITION FOR FINAL DISTRIBUTION

A. Petitions for final distribution must include a report of the following:

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

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

B. If estate taxes are payable or paid: (1) the petition shall set forth whether said taxes were
prorated pursuant to Probate Code section 20100, et seq., or the provisions of the will; and
(2) the petition must reflect whether or not there are non-probate assets includable in the gross
estate for estate tax purposes.
(Revised January 1, 2016)

10.07.13 SPOUSAL PROPERTY ELECTION

Formal probate of community, quasi community, or separate property passing or confirmed to a
surviving spouse in a decedent’s estate pursuant to Probate Code section 13502 must be supported by
a written election expressly indicating a consideration of the alternative procedures available pursuant
to Probate Code section 13650. Written elections pursuant to Probate Code section 13502 shall contain
an express acknowledgement that the inclusion of property passing to or belonging to the surviving
spouse in the probate estate could result in additional appraisal fees, commissions, and attorney fees.
(Revised January 1, 2012)

10.08.00 JOINT TENANCIES AND LIFE ESTATES

(Effective January 1, 1994)

10.08.01 PROCEEDINGS MUST BE IN NAME OF DECEDENT

A petition to establish the fact of death must be filed in the name of the deceased person whose interest
is to be terminated.
(Revised January 1, 2016)

10.08.02 RESERVED FOR FUTURE USE

(Revised January 1, 2016)

10.09.00 GUARDIANSHIPS AND CONSERVATORSHIPS – GENERAL

PROVISIONS

10.09.01 APPOINTMENT OF TEMPORARY GUARDIAN OR

CONSERVATOR
A. On or after filing a petition for appointment of a guardian or conservator, any person entitled to
be a guardian or conservator may be appointed as temporary guardian or conservator of the

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

B. An endorsed copy of the Petition for Temporary Guardian or Conservator (Judicial Council
forms GC-110 or GC-111) shall be served upon the court investigator along with a citation
appointing the court investigator to conduct an investigation regarding guardianship (local form
available) or conservatorship (Judicial Council form GC-330).

C. Requests to dispense with notice of a temporary guardianship or conservatorship petition under

Probate Code section 2250 shall be supported by a written declaration setting forth with
specificity all facts showing good cause therefore. If a noticed hearing is required the court will
set the matter for hearing.

D. The Notice of Hearing (Judicial Council form GC-020) and a copy of the petition shall be
personally served at least 5 days before the date of hearing on the conservatee or on the minor,
if the minor is 12 or older. If the petition is by a person other than a parent, and if a parent or
parents of the minor is or are living, notice of hearing and a copy of the petition should be
served personally on such parent or parents at least 5 days before the date of hearing. The court
may require notice to other persons or may waive notice for good cause.
(Revised July 1, 2013)

10.09.02 GUARDIAN’S AND CONSERVATOR’S BONDS

A. Except when the provisions of Probate Code section 2323 apply, the policies of the court with
reference to bonds in decedents’ estates set forth in Local Rule 10.02.04 shall be followed in
guardianship and conservatorship proceedings. Under Probate Code section 2323, the court
may dispense with the requirement of a bond.

B. If assets are ordered blocked, a written receipt shall be obtained from the depository
acknowledging that principal and earnings shall not be withdrawn without prior court order.
The receipt will be filed within 10 days of deposit. The court shall set a hearing to determine
that the deposit has been made and the receipt filed.
(Revised August 1, 2016)

10.09.03 ALLOWANCE OF FEES IN GUARDIANSHIPS OR

CONSERVATORSHIPS
A. The guardian or conservator or the attorney for the guardian or conservator may petition the
court to determine fees in the manner authorized by Probate Code section 2640, et seq. The
petition shall specify the services rendered and the fees requested. The title of the petition
embodying such application and the notice of hearing shall include a reference to the request.

B. The petition shall include a description of the service, time expended, and requested
compensation for each service. The court may require additional detailed documentation
showing for each date the services performed and the time expended.
(Revised January 1, 2012)

10.09.04 INVESTMENT BY GUARDIAN OR CONSERVATOR

A. The standard set out in Probate Code section 16040 (providing for investments by trustees) will
be the standard applied by the court in authorizing proposed investments by guardians or
conservators. The court does not act as an investment counselor but suggests that investments

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should be prudent and in keeping with the size and character of the ward’s or conservatee’s
estate. Investments in existence at the time of the creation of the guardianship or
conservatorship usually may be maintained.

B. The court will not ordinarily authorize the investment of the ward’s or conservatee’s funds in
unsecured loans, secured loans to a near relative, bonds, or obligations of foreign governments
or corporations, or debenture bonds except those which are part of a large issue, well-seasoned,
and readily marketable.

C. Investments in real estate, either by purchase or encumbrance, will not be authorized unless
supported by an appraisement by the probate referee regularly appointed in the guardianship or
conservatorship estate. It is preferred that the guardian or conservator be authorized to purchase
real estate for cash only.

D. Purchase of life insurance on the minor ward's life will not ordinarily be authorized.
(Revised January 1, 2012)

10.09.05 INVESTMENT PERFORMANCE REPORT

Each accounting of a guardian or a conservator shall be accompanied by a report containing the
guardian’s or conservator’s investment objectives and results with reference to the needs of the ward
or conservatee and shall explain why the estate suffered any loss or held unproductive property. (See
Local Rule 10.07.01.)
(Revised January 1, 2012)

10.09.06 WAIVER OF ACCOUNT

A. If Probate Code section 2628 (public benefit payments) is applicable, the guardian or
conservator may petition the court for an order dispensing with accounts. Ex parte petitions
pursuant to Probate Code section 2628 will not be granted.

B. A final report setting forth the assets on hand shall be filed upon termination of a guardianship
or conservatorship even when accounts have been waived.
(Revised January 1, 2012)

10.09.07 ADDITIONAL POWERS

On the petition of the guardian or conservator at the time of appointment or later, the court may grant
additional powers to the guardian or conservator as authorized by Probate Code sections 2590 and
2591. Such powers are not automatically granted; and, when requested, sufficient reasons must be
shown for their necessity. The court will grant only those additional powers necessary or proper under
the specific circumstances of each case. Any powers so granted must be set forth at length in the order
and in the Letters of Guardianship or Conservatorship.
(Revised January 1, 2012)

10.09.08 ACCOUNTS
A. The first account shall be filed on or before the anniversary date of the order appointing the
guardian or conservator; and subsequent accounts shall be filed at least biennially thereafter.
The first account shall be for a minimum period of nine (9) months from date of appointment.

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

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

D. Pursuant to Probate Code section 2620(c)(8), the court shall retain all documents lodged with
it until the court’s determination of the guardian’s or conservator’s account has become final,
at which time the supporting documents shall be returned to the depositing guardian or
conservator, or delivered to any successor appointed by the court.
(Revised January 1, 2014)

10.09.09 IDENTIFYING NUMBERS

Driver’s license number of the conservator, conservatee, guardian, or ward shall be presented to the
probate investigator’s office on request. Social security number may be requested provided the
individual is informed that disclosure is voluntary. These numbers are to be used by the investigator’s
office for the performance of investigatory duties only and will not be disclosed to third persons without
prior court authorization.
(Effective January 1, 1994)

10.09.10 VERIFIED DUTIES OF CONSERVATOR AND

ACKNOWLEDGEMENT
Prior to the hearing on a conservatorship petition, the proposed conservator shall execute and file the
verified Duties of Conservator and Acknowledgement of Receipt of Handbook for Conservators form
(Judicial Council Form GC-348).
(Revised January 1, 2012)

10.10.00 GUARDIANSHIPS OF MINORS

(Effective January 1, 1994)

10.10.01 APPOINTMENT OF GUARDIAN OF MINOR

A. The attorney for the petitioner shall be responsible for the mailing of all required notices. If
there are no relatives within the second degree, the petition shall so allege. A copy of the petition
shall accompany each notice of hearing.

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

C. All petitions for appointment shall be set for hearing no sooner than 30 days after filing.

D. There shall be no ex parte appointment of a permanent guardian.

E. 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 must be indicated, as well as the name of the county in
which the case is pending.
(Effective January 1, 1994)

10.10.02 HEARING ON PETITION FOR APPOINTMENT OF GUARDIAN

OF NON-RELATIVE MINOR
A petition for appointment of guardian of a minor shall be set for hearing, and notice of hearing thereon

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shall be given as provided in Probate Code section 1511, subject to the exceptions stated therein.
(Revised January 1, 2012)

10.10.03 EFFECT OF OTHER PROCEEDINGS

A guardianship of the person will not be granted by the probate court under any of the following
circumstances: (a) family law court has jurisdiction over custody of the proposed ward; (b) adoption
proceedings are pending; or (c) the minor is subject to the jurisdiction of the juvenile court.
(Effective January 1, 1994)

10.10.04 DUTIES OF GUARDIAN – SUPPORT BY PARENTS

Guardianship funds shall not be used for a minor’s support, except upon a showing of the parents’
financial inability or other circumstances which would justify the same. If there is a claim that the
parents lack financial ability to provide support, the parents shall file Family Law Income and Expense
Declaration (Judicial Council form FL-150) and Property Declaration (Judicial Council form FL-160).
(Revised July 1, 2013)

10.10.05 FINAL ACCOUNT AND REPORT

A. Waiver of guardian’s final account will be permitted for good cause. The final account shall be
set for hearing no sooner than 20 days after filing.

B. 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.

C. The final report and/or account shall include a description of the remaining assets on hand to
be distributed to the ward.
(Effective January 1, 1994)

10.10.06 PROCEEDINGS UNDER PROBATE CODE SECTION 3410, ET SEQ.

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

B. If the petition merely seeks the deposit of funds subject to reimbursement for costs expended
for the filing of the petition, the petition may be granted by the court without notice. If, however,
attorney’s fees are sought, the matter must be noticed for hearing on the court’s regular calendar.

C. The order shall provide for the persons holding funds to make one check payable to the persons
entitled to costs and fees, and shall provide for the issuance of a second check for the amount
to be deposited, payable to the proposed trustee and the specific bank or savings and loan
association.
(Revised January 1, 2012)

10.10.07 COSTS OF INVESTIGATIONS

Court investigations will be conducted upon filing of the guardianship petition and at the time of each
accounting. Charges will be assessed for each investigation and review pursuant to Probate Code
section 1513.1.

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(Revised January 1, 2012)

10.11.00 CONSERVATORSHIPS
(Effective January 1, 1994)

10.11.01 APPOINTMENT OF CONSERVATOR

A. The attorney for the petitioner shall be responsible for the mailing of all required notices. If
there are no relatives within the second degree, the petition shall so allege. Notice of hearing of
a petition for the appointment of a conservator shall be given pursuant to Probate Code section
1822. A copy of the petition shall accompany each notice of hearing. There shall be a separate
proceeding for each person for whom the appointment of a conservator is sought.

B. At the time of filing the petition for appointment, the attorney for the petitioner shall set forth
the address of the conservator and proposed conservatee. All petitions for appointment shall be
set for hearing no sooner than 30 days after filing.

C. Proposed conservators, except public officers and corporate fiduciaries, shall appear personally
for the hearing on the petition for appointment as conservator.

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

The general plan may be reviewed by those persons who have been given notice of the petition
and who request to review the general plan. A hearing date will usually then be set at least 120
days from the date of appointment for a hearing on the general plan.
(Revised January 1, 2012)

10.11.02 PLACING PETITION ON CALENDAR

When a petition is filed, the Hearing shall be set within 30 days and a citation shall issue accordingly.
If service of the citation is incomplete on the return date, it cannot be perfected by continuance and
completion of service, except by issuance of an amended citation. In such circumstances, the original
citation shall be filed showing no service.
(Effective January 1, 1994)

10.11.03 TERMINATION OF CONSERVATORSHIP

A. A conservatorship may be terminated pursuant to Probate Code section 1860, et seq. Except in
cases where the conservatee is deceased, a petition for termination shall be set for hearing no
sooner than 30 days after filing; the petition shall set forth the current address of conservatee.
The court investigator shall be noticed of the petition for termination of conservatorship.

B. A petition for termination of conservatorship of a living person will not be granted unless the
conservatee personally appears in court or is excused after the filing of a physician’s affidavit
or declaration setting forth the reasons why the conservatorship is no longer required.
(Revised January 1, 2012)

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10.11.04 FINAL ACCOUNT OR REPORT

A. When a final account or report is filed, notice of the hearing and a copy of the final account
and/or report shall be given. If the conservatee is deceased, notice of the hearing and a copy of
the account and/or report shall be given to the personal representative of the deceased
conservatee’s estate and the court investigator. If the conservator is also the personal
representative of the deceased conservatee’s estate or there is no personal representative, notice
of the hearing and copies of the final account and/or report shall be given to the deceased
conservatee’s heirs and devisees. The names, relationships, and addresses of the heirs and
devisees shall be set forth in the final account and/or report.

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

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

(Revised January 1, 2012)

10.11.05 SALE OF CONSERVATEE'S RESIDENCE

Sale of a conservatee’s residence requires prior authorization in compliance with Probate Code section
2540(b). Petitions for authorization of sale of the conservatee’s residence and/or authorization to
execute a listing agreement for sale of the conservatee’s residence will be considered only upon a
calendared motion with notice given pursuant to Probate Code section 1460 (general mailed notice)
and Probate Code section 2702 (special notice).
(Revised January 1, 2012)

10.11.06 CONFIDENTIAL REPORTS, SUPPLEMENTS, OR PLANS

Any confidential report, supplement or plan filed in conservatorship proceedings pursuant to Probate
Code section 2620 (accounts) or 1821 (establishment) shall be filed as a separate document, shall
contain the word “CONFIDENTIAL” in the caption, and shall be verified by the party presenting it.
(Revised January 1, 2012)

10.12.00 – 10.22.01 RESERVED FOR FUTURE USE

10.13.00 TRUSTS SUBJECT TO CONTINUING COURT JURISDICTION

(Effective January 1, 1994)

10.13.01 IN GENERAL
Accounts filed by trustees shall be in the form and otherwise conform to the requirements for accounts
by personal representatives in decedents’ estates.
(Revised January 1, 2016)

10.13.02 PERIOD OF ACCOUNT

The first account of a trustee subject to continuing court jurisdiction shall be rendered one year after
the judgment of distribution of the estate or other court order or judgment from which the trust was

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funded. Thereafter, accounts shall be rendered at intervals prescribed by the court as the nature of the
trust property and the interests of the beneficiaries require.
(Revised January 1, 2016)

10.13.03 RESERVED FOR FUTURE USE

(Revised January 1, 2016)

10.13.04 REPORT OF TRUSTEE

A report shall accompany each account of a trustee. The report shall contain concise reference to the
purposes of the trust and how they have been satisfied by the trustee during the period of the account.
The report shall identify the beneficiaries (both present and future) and give a brief summary of
distributions made to or for their benefit, as reflected in the account. Investment objectives, and results
with reference to the purpose of the trust, are to set forth with a brief summary of the account measured
in terms of the specific trust objectives and requirements.

The report shall not merely recite what has been done but shall relate the activities reflected in the
account to the purposes and persons for which the trust was created.
(Revised January 1, 2012)

10.14.00 COURT APPOINTED COUNSEL IN GUARDIANSHIPS AND

CONSERVATORSHIPS
A. PURPOSE. The purpose of this rule is to ensure that counsel appointed for minors in guardianship
proceedings or for appointment to represent conservatees or proposed conservatees in probate
proceedings meet the professional qualifications imposed by California Rules of Court, rule
7.1101.

B. GENERAL CRITERIA. To be eligible for appointment as counsel under Probate Code section 1470
or 1471 for a minor in a guardianship proceeding or to represent conservatees of proposed
conservatees, an attorney must be an active member of the State Bar of California for at least 3
years immediately before the date of appointment and have no discipline imposed within a 12
month period prior to appointment. In addition, he or she must have professional liability
insurance in the amount of $100,000.00 per occurrence and $300,000.00 per year.

Appointed counsel must meet the minimum appointment qualifications prescribed by

California Rules of Court, rule 7.1101 and annually complete 3 hours of MCLE credit for State
Bar certified specialists in estate planning, trust and probate law.

C. CERTIFICATION OF QUALIFICATIONS. Prior to initial appointment, counsel must certify to the

court, in writing, that he or she has met the qualifications for appointment by submission of a
fully executed Certification of Attorney Concerning Qualifications for Court Appointment in
Guardianships or Conservatorships (Judicial Council form GC-010).

Thereafter, before the end of March of each following year, counsel must file the mandatory
Annual Certification of Court Appointed Attorney (Judicial Council form GC-011.)

Counsel are required to immediately advise the court of the imposition of any State Bar
discipline.

D. REQUIRED QUALIFICATIONS FOR PRIVATE COUNSEL

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(1) Appointments to Represent Minors in Guardianship Proceedings. In addition to

satisfying the general criteria and the annual continuing education requirement, counsel
must either:

a. Within the previous 5 years, have represented three wards or proposed wards in probate
guardianships, three children in juvenile court dependency proceedings, or three
children in custody proceedings under the Family Code; or

b. Have been certified by the court as eligible for appointment under California Rules of
Court, rule 5.242 and Local Rule 8.23.00, et seq., to represent minors in family law child
custody and visitation proceedings or has been certified as eligible for appointment
under California Rules of Court, rule 5.660 and Local Rule 11.00.17 to represent parties
in juvenile dependency proceedings.

(2) Appointments to Represent Conservatees or Proposed Conservatees. For an

appointment to represent a conservatee or a proposed conservatee, counsel must have
represented at least three conservatees or proposed conservatees in either probate or LPS
conservatorships or complete three of the following five:

a. Represented petitioners for the appointment of a conservator at commencement of three

probate conservatorship proceedings, from initial contact with the petitioner through the
hearing and issuance of Letters of Conservatorship;

b. Represented a petitioner, a conservatee or a proposed conservatee, or an interested third

party in 2 contested probate or LPS conservatorship matters.

A contested matter that qualifies under this item and also qualifies under (a) may be
applied toward satisfaction or both items;

c. Represented a party for whom the court could appoint legal counsel in a total of three
matters described in Probate Code sections 1470, 1471, 1954, 2356.5, 2357, 2620.2,
3140, or 3205;

d. Represented fiduciaries in three separate cases for settlement of a court filed account
and report, through filing, hearing, and settlement, in any combination of probate
conservatorships or guardianships, decedent’s estates, or trust proceedings under
division 9 of the Probate Code; or

e. Prepared five wills or trusts, five durable powers of attorney for health care, and five
durable powers of attorney for asset management.

E. REQUIRED QUALIFICATIONS FOR DEPUTY PUBLIC DEFENDERS. To be eligible for appointment, a

deputy public defender must either satisfy the same requirements as private counsel for
appointment to represent a minor in a guardianship proceeding or a conservatee or proposed
conservatee in probate proceeding or have a minimum of 3 years’ experience representing
minors in juvenile dependency or delinquency proceedings or patients in post certification
judicial proceedings or conservatorships under the LPS Act.
(Revised July 1, 2013)

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10.14.01 INVESTIGATIVE AND EXPERT FEES AND EXPENSES;

COMPENSATION
A. APPLICATION FOR FEES AND EXPENSES. Application for investigative and/or expert fees and
expenses shall be made in writing to the judge of the department to which the case has been
assigned.

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

C. ORDER FOR FEES AND EXPENSES. The order for investigator/expert fees and expenses shall be on a
form approved by the court.

D. MAXIMUM RATES FOR INVESTIGATOR/EXPERT SERVICES AND TESTIMONY. Claims for

investigator/expert services authorized pursuant to this rule shall not exceed the amounts approved
by the court.

E. SUBMISSION OF CLAIMS. Claims for investigator/expert fees and expenses shall be made on a form
approved by the court, to which must be attached a copy of the court order awarding fees and a
detailed accounting of all claimed fees and expenses. The claim shall be submitted for approval to
the department of the Superior Court that authorized the expenditure specified in subsection (A)
of this rule.
(Effective July 1, 2012)

10.15.00 ACCESS TO CERTAIN PROBATE FILES

Lanterman-Petris-Short (LPS) Act Conservatorship File (Welfare and Institutions Code section 5540).
A qualified professional, the attorney for the patient, a county patient’s rights advocate, or a person
designated by the patient may inspect and copy confidential client information and records when
specifically authorized by the client or the guardian ad litem. The authorization shall be in writing and
shall be kept with the file.
(Revised January 1, 2012)

11.00.00 JUVENILE PROCEEDINGS

(Effective January 1, 1994)

11.00.01 SESSIONS
Juvenile court matters shall be scheduled to be heard before the assigned judicial officer on days and
times as directed by the court and within the provisions of the Welfare and Institutions Code and the
California Rules of Court. Contested matters will be scheduled for hearing during times allocated for
juvenile matters on the calendar, but in no event shall any contested matter be scheduled for hearing
more than 30 days from the date of trial setting, where time is waived, or within the statutory time
limits otherwise, even if it requires transferring the case to a different judicial officer to hear the case.
(Revised July 1, 2012)

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11.00.02 RULES OF PROCEDURE

Juvenile proceedings and hearings shall be governed by the provisions of the Welfare and Institutions
Code and the California Rules of Court. Procedurally, juvenile 300 proceedings and hearings shall be
governed by Welfare and Institutions Code and California Rules of Court, beginning at section 5.667,
et seq.; and juvenile 601 or 602 proceedings and hearings shall be governed by Welfare and Institutions
Code and California Rules of Court, beginning at section 5.752, et seq., except as specifically noted in
these Local Rules.
(Revised July 1, 2012)

11.00.03 DISCLOSURE OF RECORDS IN JUVENILE CASE FILE

Access to juvenile case file records, including documents and information maintained by the
Department of Health and Human Services and the Probation Department, even where nothing is filed
with the court, is governed by Welfare and Institutions Code sections 827 and 828, California Rules of
Court, rules 5.552 and 5.553, and El Dorado County Juvenile Court Standing Order dated March 22,
2017. The juvenile court’s standing order regarding procedures for disclosing juvenile case file records
is available on the court’s website at http://www.eldoradocourt.org/generalinfo/standord.html.
(Revised July 1, 2018)

11.00.04 AGENCY REPRESENTATION

The district attorney shall be present to represent the probation department in all proceedings conducted
pursuant to Welfare and Institutions Code section 602. County counsel shall be present to represent the
Department of Social Services in all proceedings conducted pursuant to Welfare and Institutions Code
section 300, et seq.
(Revised July 1, 2012)

11.00.05 PREHEARING DISCOVERY IN WELFARE AND INSTITUTIONS

CODE SECTIONS 300, 601, AND 602 PROCEEDINGS
For contested matters in Welfare and Institution Code section 300 proceedings, all requests for
prehearing discovery shall be made either orally or in writing at the hearing, but in no case later than 5
court days after setting a contested hearing or learning of the need to request discovery. The contested
hearing shall be scheduled to allow reasonable time to accommodate the discovery request. The
discovery request shall be specific and shall seek information that is reasonably likely to lead to
admissible evidence. When discovery is sought from the agency, discovery may be completed either
by (1) allowing inspection of the juvenile file at a location approved by the agency no later than 3 court
days from the date the agency receives notice of the discovery request; or (2) by production of copies
in a manner agreed upon by the parties, but no later than 10 court days from the date the agency receives
notice of the discovery request. When the circumstances warrant, the court may shorten the time for
production of discovery.

Notwithstanding anything to the contrary contained in this rule, California Rules of Court, rule 5.546
governs all prehearing discovery in Welfare and Institution Code sections 601 or 602 proceedings.

All disputes regarding discovery shall be brought pursuant to California Rules of Court, rule 5.546(f),
and shall be filed no later than 10 calendar days prior to the contested hearing. For hearings that are
scheduled within 30 court days of the trial setting date, the motion shall be filed no later than 5 court
days prior to the contested hearing, and may be heard according to local ex parte procedures.

Nothing in this provision is intended to limit a party’s right to otherwise inspect the juvenile case file.
Requests for inspection of the juvenile file may be made at any time, but shall be made 3 business days

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in advance of inspection.
(Revised July 1, 2012)

11.00.06 THE COURT APPOINTED SPECIAL ADVOCATE PROGRAM

A. REQUEST FOR APPOINTMENT. A request for appointment of a child advocate in dependency
proceedings, wardship proceedings, or other appropriate proceedings as determined by the
judicial officer before whom the case is pending, may be made orally or by written application
in open court, or ex parte by any interested person, or by the court on its own motion. After
approval by the court, the referral shall be forwarded to the Court Appointed Special Advocate
(CASA) program’s office for screening and assignment. CASA will select an appropriate
advocate for review and approval by the court.

B. OFFICER OF THE COURT. An advocate is an officer of the court and is bound by the California
Rules of Court and the El Dorado Superior Court Local Rules. The duties and responsibilities
of a child advocate are set forth in Welfare and Institutions Code sections 102, 104, and 356.5.

C. ADVOCATE’S FUNCTIONS. Advocates serve at the pleasure of the court having jurisdiction over
the proceeding in which the advocate has been appointed. In general, an advocate’s functions
are as follows:

(1) To support the child throughout the court proceedings;

(2) To establish a relationship with the child to better understand his or her particular needs
and desires;

(3) To communicate the child’s needs and desires to the court in written reports and
recommendations;

(4) To identify and explore potential resources which will facilitate early family
reunification or alternative permanency planning;

(5) To provide continuous attention to the child’s situation to ensure the court’s plans for
the child are being implemented;

(6) To the fullest extent possible, to communicate and coordinate efforts with the case
manager, social worker, and/or probation officer;

(7) To the fullest extent possible, to communicate and coordinate efforts with the child’s
attorneys; and

(8) To investigate the interests of the child in other judicial or administrative proceedings
outside the juvenile court, report to the juvenile court concerning same, and, with the
approval of the court, offer his or her services on behalf of the child to such other courts
or tribunals.

D. SPECIFIC DUTIES. The court will, in its initial order of appointment and/or in subsequent orders,
specifically state the advocate’s duties in each case. Such duties may include conducting an
independent investigation of the circumstances of the case; interviewing and observing the child
as well as other individuals where appropriate; reviewing appropriate records and reports; and

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recommending visitation rights for the child’s grandparents, siblings, and other relatives and
reporting back directly to the court as indicated. If no specific duties are outlined by court order,
the advocate shall discharge his or her obligations to the child and the court as set forth in
Welfare and Institutions Code sections 102, 104, and 356.5.

E. REQUIRED REPORTING OF CHILD ABUSE. A CASA advocate is a mandated child abuse reporter
with respect to the case to which he or she has been assigned (Penal Code section 11164, et
seq.]

F. ADVOCATE’S RIGHT TO APPEAR AND BE REPRESENTED. An advocate has the same right to be
present and to be heard at all court proceedings involving the child, and to accompany the child
into chambers for conferences. At the court’s discretion, the advocate will not be subject to
exclusion by virtue of the fact that he or she may be called to testify at some point in the
proceedings. An advocate is not a “party” but, in the court’s discretion, may be given amicus
curiae status which shall include the right to appear with counsel and to request court appointed
counsel if the need arises.

G. VISITATION THROUGHOUT DEPENDENCY. The advocate must visit the child regularly until the
child is secure in a permanent placement. Thereafter, the advocate must monitor the case as
appropriate until dependency is dismissed or the advocate is relieved from appointment.

H. ADVOCATE’S RIGHT TO TIMELY NOTICE. CASA shall be given timely notice, by the moving
party, or any motion concerning a child for whom a CASA advocate has been appointed.
(Revised July 1, 2013)

11.00.07 SERVICE OF CASA REPORTS

Absent good cause, not later than 5 calendar days prior to any hearing at which a CASA report will
first be considered or, in the case of a report for a status review, 10 calendar days prior to the hearing,
copies of the report shall be filed with the court and served on all counsel of record, on the Department
of Social Services, and on any party to the proceeding not represented by counsel. It shall be the
responsibility of CASA to copy and distribute the report. A proof of service must accompany any
document filed by a CASA advocate, including CASA Reports.
(Revised July 1, 2012)

11.00.08 RELEASE OF INFORMATION TO CASA ADVOCATES

A. ACCOMPLISH APPOINTMENT. Unless the court orders otherwise, the advocate has the authority
to review specific relevant documents and to interview parties involved in the case, as well as
other persons having significant information relating to the child, to the same extent as any
other officer appointed to investigate proceedings on behalf of the court.

B. ACCESS TO RECORDS. As an officer of the court, an advocate shall have the same legal rights to
records relating to the child as those named in Welfare and Institutions Code section 827(a).
The advocate shall present his or her identification as a court appointed advocate to any such
record holder in support of his or her request for access to specific records. No consent from
the parent or guardian is necessary for the advocate to have access to any records relating to the
child.

C. COMMUNICATION. There shall be ongoing, regular communication concerning the child’s best
interests, current status, and significant case developments maintained among the advocate,

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case manager, social worker, or probation officer, the child’s attorney, attorneys for parents,
relatives, foster parents, and any therapist for the child.
(Revised July 1, 2012)

11.00.09 FAMILY LAW ADVOCACY

Should the juvenile court dismiss dependency and create family law orders pursuant to Welfare and
Institutions Code section 362.4, the advocate’s appointment may be continued in the family law
proceeding, in which case the juvenile court order shall set forth the nature, extent and duration of the
advocate’s duties in the family law proceeding.
(Effective January 1, 2003)

11.00.10 CALENDAR PRIORITY

Because advocates are rendering a volunteer service to children and the court, matters on which they
appear should be granted priority on the court’s calendar, whenever possible.
(Effective January 1, 2003)

11.00.11 CASE SELECTION PROCEDURE

Recognizing that a CASA volunteer cannot be assigned to each case, the following procedure will be
followed by the juvenile court judge with regard to assignment of CASA volunteers:

A. PROCEDURE UPON COMMENCEMENT OF PROGRAM.

(1) Cases previously adjudicated will be reviewed as they are calendared for regular
reviews.

(2) Special cases known to be in progress will be reviewed.

B. After start up, each case will be reviewed at the time of jurisdiction hearing or, if especially
unique, at detention hearing.

C. The review of each case shall consider the following factors:

(1) Age of the child.

(2) Number of children in the family subject of court proceedings.

(3) Specific areas where a CASA volunteer would be of assistance which are out of the
normal situation.

(4) The court shall consider all factors stated in the CASA Policies and Procedures for Court
Appointed Special Advocate Programs, as set forth in Welfare and Institutions Code
section 100, et seq.

(5) Areas where Child Protective Services would have limited or no ability to provide
specific information or assistance which the court believes essential.

(6) Recommendations from any agency or parent that a CASA volunteer be appointed.

(7) Any other factor the juvenile court judge believes important.

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D. The final decision shall be exercised in the sound discretion of the appointing juvenile court
judge.
(Revised January 1, 2019)

11.00.12 FINANCIAL DECLARATION

In all juvenile proceedings where the court has appointed counsel, the parents or responsible party of
the minor in Welfare and Institutions Code sections 602 or 300, shall execute a financial declaration as
to their ability to pay attorney’s fees for the minor in section 602 and for the minor and themselves in
section 300 proceedings when the court appoints such an attorney.
(Revised July 1, 2012)

11.00.13 APPOINTMENT OF PRIVATE ATTORNEYS

A. PURPOSE. This rule is established to comply with California Rules of Court, rule 5.660.

B. GENERAL COMPETENCY REQUIREMENT. All attorneys appearing in juvenile dependency

proceedings must meet minimum standards of competence as set forth in California Rules of
Court, rule 5.660.

C. SCREENING FOR COMPETENCY

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

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

(3) Upon submission of a certification of competency, the court may determine a particular
court appointed attorney does not meet minimum competency standards based on query
of the attorney’s knowledge of the minimum requirements of competency, the
attorney’s overall competency based on the court’s observations of the attorney’s
abilities in other proceedings before the court, or based on conduct or performance of
counsel before the court in a dependency case within the 6 month period prior to, or
after the submission of the certification to the court.

(4) In instances where the court determines an attorney is not competent to represent
persons in dependency matters, the court will inform the attorney. The attorney has the
right to request a hearing on the matter within ten days of being informed. After the
hearing on the matter, the decision is final and not subject to appeal. If the attorney does
not request a hearing, the decision will become final after 10 days of informing the
attorney.

(5) In the case of an attorney who maintains his or her principal office outside of this county,
proof of certification by the juvenile court of the California county in which the attorney
maintains an office shall be sufficient evidence of competence to appear in a juvenile
proceeding in this county subject to (3) above.

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D. MINIMUM STANDARDS OF EDUCATION AND TRAINING

(1) Prior to certification, the attorney shall have either:

a. Participated in at least eight (8) hours of training or education on juvenile dependency

law, which training or education shall have included information on the applicable case
law and statutes, the Rules of Court, Judicial Council forms, motions, trial techniques
and skills, writs and appeals, child development, child abuse and neglect, family
reunification and preservation of reasonable efforts;

b. At least 6 months of experience during which the attorney has demonstrated competence
in representing clients in juvenile dependency proceedings. In determining whether
competence has been demonstrated, the court shall consider whether the attorney’s
performance has substantially complied with the requirements of these rules.

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

a. Evidence of completion of the required number of hours of education or training may

include a copy of a certificate of attendance issued by a California MCLE provider; a
certificate of attendance issued by a professional organization which provides training
and/or education for its members, whether or not it is a MCLE provider; a copy of the
training or educational program schedule together with evidence of attendance at the
program; or such other documentation as may be reasonably considered to demonstrate
the attorney’s attendance at the program. Attendance at a court sponsored or approved
program will also fulfill this requirement.

(3) The attorney’s continuing education or training shall be in the areas set forth in
subsection 11.00.13.D(1)(a), or in other areas relating to juvenile dependency practice,
including, but not limited to, special education; mental health; health care; immigration
issues; the rules of evidence; adoption practice and parentage issues; the Uniform Child
Custody Jurisdiction Act; the Parental Kidnapping Prevention Act; state and federal
public assistance programs; the Indian Child Welfare Act; client interviewing and
counseling techniques; case investigation and settlement negotiations; child custody
recommending counseling ; basic motion practice; and the rules of civil procedure.

(4) When a certified attorney fails to submit evidence that he or she has completed at least
the minimum required education and training to the court by the due date, the court shall
notify the attorney that he or she will be decertified. The attorney shall have 20 days
from the date of the mailing of notice to submit evidence that he or she has completed
the required education or training. If the attorney fails to submit the required evidence
or fails to complete the minimum number of required hours of continuing education or
training, the court shall order that certified counsel be substituted for the attorney who
failed to complete the required continuing education, except in the case of retained

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counsel.

(5) In the case of retained counsel, the court shall notify the party that his or her attorney
has failed to meet the minimum standards required by these rules. The determination
whether to retain substitute counsel shall be solely within the discretion of the party so
notified.

E. STANDARDS OF REPRESENTATION. All attorneys appearing in dependency proceedings shall

meet the following minimum standards of representation:

(1) The attorney shall thoroughly and completely investigate the accuracy of the allegations
of the petition or other moving papers and the filed court reports supporting those
allegations. The attorney shall conduct a comprehensive interview with the client to
ascertain the client’s knowledge or involvement in the matters alleged or reported; shall
contact social workers and other professionals associated with the case to ascertain
whether the allegations and reports are supported by accurate facts and reliable
information; shall consult with experts, and, if necessary, seek to have the expert(s)
appointed by the court, in order to advise the attorney or the court on matters which are
beyond the expertise of the attorney or the court; and shall obtain any other facts,
evidence, or information necessary to effectively present the client’s position to the
court.

(2) The attorney shall determine the client’s interests and the position the client wishes to
take in the proceeding. Except in those cases in which the whereabouts of the client is
unknown, this shall include a comprehensive interview with the client. If the client is a
minor child who is placed outside of the home, in addition to interviewing the child the
attorney shall interview the child’s caretaker. The attorney or the attorney’s agent shall
make at least one visit to the child at the child’s placement prior to the jurisdiction
hearing. Thereafter, the attorney or the attorney’s agent should make at least one visit
to the child at the child’s placement prior to each review hearing.

(3) The attorney shall advise the client of the possible courses of action and of the risks and
benefits of each. This shall include advising the client of the risks and benefits of
resolving disputed matters without the necessity for adhering to court mandated time
limits.

(4) The attorney shall vigorously represent the child within applicable legal and ethical
boundaries. Representation shall include the duty to work cooperatively with other
counsel and the court; to explore alternative methods of resolving disputes without the
necessity for a hearing if possible to do so consistent with the client’s interests; and to
comply with Local Rules and procedures as well as with statutorily mandated time lines.

F. PROCEDURES FOR REVIEWING AND RESOLVING COMPLAINTS

(1) Any party to a juvenile court proceeding may lodge a written complaint with the court
concerning the performance of the client’s appointed counsel in the proceeding. Where
the complaint concerns the performance of counsel appointed to represent a minor, the
complaint may be lodged on behalf of the child by the social worker, a caretaker relative,
or a foster parent.

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(2) Promptly after appointment, each appointed attorney shall have an affirmative
obligation to advise his or her client of the right to lodge a written complaint with the
court concerning the performance of the appointed attorney. If the client is a minor, the
caretaker of the child shall be advised of the right to lodge a written complaint; if the
minor is twelve (12) years of age or older, the minor shall be so advised as well.

(3) The court shall review a complaint within 10 days of receipt. If the court determines
that the complaint presents reasonable cause to believe that the attorney may have failed
to act competently or may have violated Local Rules, the court shall notify the attorney
of the complaint, shall provide a copy of the complaint to him or her, and shall give the
attorney 20 days from the date of the notice to respond to the complaint in writing.

(4) After a response has been filed by the attorney or the time for submission of a response
has passed, the court shall review the complaint and any response thereto and determine
whether the attorney has acted incompetently or has violated Local Rules. The court
may seek additional information from the complainant or the attorney prior to making
its determination.

(5) If the court determines that the attorney has violated Local Rules of Court, the attorney
may be sanctioned as provided in Local Rule 7.12.11.

If the court determines that the attorney has acted incompetently, the court may order
that the attorney practice under the supervision of a mentor attorney for a period to be
determined by the court in its discretion; that the attorney complete a specified number
of hours of continuing education or training in the area in which the attorney was found
to be incompetent; or a combination of the 2.

If the court finds that the attorney’s incompetence has resulted in actual harm to the
client, the court shall remove the attorney and substitute other counsel. The matter may
be referred to the State Bar of California in the court’s discretion.

(6) The court shall notify the attorney and the complaining party in writing of its
determination. If the court makes a finding pursuant to Local Rule 11.00.13.F(5), the
attorney shall have 10 days from the date of the notice to request a hearing before the
court concerning the court’s proposed action. If the attorney does not request a hearing
within that period of time, the court’s determination shall become final.

(7) If the attorney requests a hearing, the attorney shall serve a copy of the request on the
complaining party. The hearing shall be held as soon as practicable after the request has
been made, but in no case shall it be held more than 30 days after the date of the request,
except upon stipulation of the attorney and the complainant.

The attorney and the complainant shall be given at least 10 days’ notice of the hearing.
The hearing may be held in chambers, and shall not be open to the public. The court
may designate a commissioner, referee, judge pro tempore, or any qualified member of
the bar to act as hearing officer.

(8) At the hearing, each party shall have the right to present arguments to the hearing officer

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concerning the court’s determination. The arguments shall be based on the evidence
before the court at the time the determination was made. No new evidence may be
presented unless the proponent of that evidence can demonstrate to the hearing officer
that it was not reasonably available to the party at the time that the court made its
determination.

Within 10 days after the hearing, the court or the hearing officer shall issue a written
determination upholding, reversing, or modifying the original determination. This
written determination shall be the final determination of the court on the matter. A copy
of the determination shall be provided to both the complainant and the attorney.

G. PROCEDURES FOR INFORMING THE COURT OF THE INTERESTS OF A DEPENDENT CHILD

(1) At any time during the pendency of a juvenile dependency proceeding, any interested
person may notify the court that the minor who is the subject of the proceeding may
have an interest or right which needs to be protected or pursued in another judicial or
administrative forum. If the attorney for the minor becomes aware that the minor may
have a right or interest which needs to be protected or pursued in another judicial or
administrative forum, he or she shall promptly notify the court of that right or interest.

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

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

(4) If the person filing the notice is not the attorney for the minor, a copy of the notice shall
be served upon the minor’s attorney. If the minor is not represented, the notice shall so
state.

(5) The court may set a hearing on the notice if it deems a hearing is necessary to determine
the minor’s right or interest, and whether that interest should be protected or pursued.

(6) If the court determines that further action on behalf of the minor is required, the court
shall do one or more of the following:

a. Authorize the minor’s attorney to pursue the matter on the minor’s behalf;

b. Appoint an attorney for the minor if the minor is not represented;

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c. Notice a joinder hearing pursuant to Welfare and Institutions Code section 362,
compelling the responsible agency to report to the court as to whether it has carried out
its statutory duties concerning the minor;

d. Appoint a guardian ad litem for the minor to initiate or pursue appropriate action in the
other forum(s);

e. Take any other action the court may deem necessary or appropriate to protect the
welfare, interests, and rights of the minor.

H. TIME LINES. Attorneys for parties are required to adhere to the statutory time lines for all
hearings. Time waivers will be accepted and continuances granted only on a showing of good
cause pursuant to Welfare and Institutions Code section 352.

I. CERTIFICATE OF COMPETENCY

SUPERIOR COURT OF CALIFORNIA

IN AND FOR THE COUNTY OF EL DORADO
JUVENILE COURT
CERTIFICATE OF ATTORNEY COMPETENCY

I, ____________________________________________________________________________
(Name Office Address Telephone Number)
am an attorney licensed to practice law in the State of California. My State Bar Number is _________.
I hereby certify that I meet the minimum standards for practice before a juvenile court set forth in
California Rules of Court, rule 5.660 and Local Rule 11.00.13 and that I have completed the minimum
requirements for training, education and/or experience as set forth below.

This is a [ ] New Certification [ ] Recertification

Training and Education: (Attach copies of MCLE certificates or other documentation of attendance)

Course Title Date Completed Hours Provider

Summary of Juvenile Dependency Experience:

Date ______________ Signature _________________________________________

(Revised July 1, 2013)

11.00.14 INVESTIGATOR, EXPERT FEES, EXPENSES IN JUVENILE

COURT
All fees and expenses for investigators or experts employed by court appointed attorneys in juvenile
court section 300, 601 or 602 cases shall be submitted to the court for approval with specificity as to
the need, the scope of the work to be done, and the budget requested. The attorney will hire the
investigator or expert only after approval from the court. The court will pay the investigator or expert
directly after completion of the work. Investigator or expert invoices for fees and expenses shall be
submitted along with a copy of the court order awarding fees and a detailed accounting of all claimed

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fees and expenses.

Fees and expenses for investigators or experts employed by court appointed attorneys in juvenile court
sections 601 and 602 cases shall be in accordance with Local Rules 5.15.02 and 5.15.03. (Revised July
1, 2012)

11.00.15 DETENTION HEARINGS IN SECTION 300 MATTERS

The following provisions shall apply to all dependency detention hearings:

A. CPS shall advise the clerk of the Superior Court in the department handling the dependency
calendar of the need to have a hearing and counsel appointed for the parties, not later than 2
hours prior to filing the petition, or as soon as a determination is made to file a petition,
whichever is first. At that time:

(1) CPS shall advise the court clerk of the following, to the extent it is available to CPS:

a. Name or names of the children involved and birth dates.

b. Full names, addresses, and phone numbers of the parents, guardians, or caregivers.

c. Any possible conflict of interests between the parents, alleged parents, and/or custodial
caregivers, which would require the appointment of a separate attorney for each of them.

d. The name of the emergency social worker who effected the removal or the placement
in protective custody.

e. Any special circumstances, which would require the appointment of attorneys for
parties other than the minor(s), mother and/or father.

(2) Not later than 2 hours after receipt of notice of the filing of the petition or the
determination that the petition will be filed, the clerk of the dependency court shall, after
conferring with the judicial officer assigned, appoint counsel to represent all parties
(parents, guardians, caretakers, and minor(s)).

Attorneys contacted by the clerk shall only accept the appointment if he or she can
appear at the detention hearing.

B. Prior to the detention hearing, all parties and counsel shall comply with the following time
frame:

(1) Designated court appearance time shall be 1 hour prior to the time of the detention
hearing. CPS shall have the caseworker, or a person familiar with the case, together with
the full file, at the courthouse at the designated court appearance time, so as to be
available to discuss the facts of the case with the attorneys. The attorneys shall be given
access to any documents CPS intends to rely on at the detention hearing.

(2) County counsel shall be available by telephone or, at his or her option, personally
present to meet with the other attorneys at the designated court appearance time.

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(3) The attorneys shall meet with clients at the courthouse no later than one-half hour after
the designated court appearance time.

(4) All of the documents disclosed to the attorneys shall be subject to the rules of
confidentiality. Counsel shall not duplicate the documents, nor provide to any person,
including the client, copies of the documents. No copies shall be made of any document,
except as authorized pursuant to Welfare and Institutions Code section 827 and
California Rules of Court, rule 5.552. When disclosing information within the report(s)
to clients, attorneys must follow the rules of confidentiality as it relates to confidential
materials of persons other than the client contained within the report(s).

(5) Attorneys must meet and act in good faith in an attempt to resolve all issues.

(6) Parents’ attorneys, or any other person involved, must advise CPS at the earliest possible
time of any relative who would be suitable for potential placement, providing the name,
address, and phone number.

(7) Parents’ attorneys shall also confirm as soon as possible the willingness of said person
or persons to act as caregiver.

(8) All requested visitation matters shall be discussed prior to the detention.

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

C. CONTESTED DETENTIONS. Contested hearings shall be held as soon as possible but in no case
later than as required by Welfare and Institutions Code section 321 for prima facie hearings,
and California Rules of Court, rule 5.680(d).

D. NOTIFICATION OF MINOR’S ATTORNEY. If a minor has been detained by CPS and placed with a
caretaker, CPS shall provide the attorney for the minor the name, address, and telephone
number of the caretaker no later than the time set for the detention hearing.

(1) If there is a change in placement of the minor, CPS shall notify the attorney for the
minor no later than 5 court days prior to the change in placement. CPS shall provide the
attorney for the minor with any and all information CPS has considered in making a
determination that a change in placement may be necessary.

(2) If CPS determines that a minor is in imminent danger and that a change in placement
must be made immediately, CPS shall notify the attorney for the minor no later than
5:00 p.m. the following court day. CPS shall provide the attorney for the minor with the
name, address, and telephone number of the new caretaker.
(Revised July 1, 2012)

11.00.16 NON-DETENTION HEARINGS

A. In non-detention cases, the initial hearing may be conducted as the jurisdictional hearing at the
court’s determination, and shall be scheduled not later than 30 court days following the filing
of the petition.

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B. All discovery and negotiation shall take place prior to the jurisdiction hearing, at a mutually
agreeable time for the parties, not less than 2 court days prior to the jurisdiction hearing.

C. Counsel shall be appointed on non-detention matters not later than 1 court day after the filing
of the petition.
(Revised July 1, 2012)

11.00.17 CONTESTED JURISDICTIONAL/DISPOSITIONAL HEARINGS

The following shall be requirements for all contested jurisdictional/dispositional hearings:

A. Pre-hearing discovery shall be conducted pursuant to Local Rule 11.00.05.

B. The names, addresses, and reports of any expert witnesses or witnesses to be called by any party
shall be disclosed as soon as possible, and no later than 10 calendar days prior to the contested
hearing for hearings that are scheduled 30 or more court days from the trial setting date. For
hearings that are scheduled within 30 court days of the trial setting date, the disclosure shall be
made no later than 5 calendar days prior to the contested hearing.

C. When a party requests a contested hearing, the presiding judicial officer may require either at
the request of a party, or on the court’s own motion, an offer of proof as to the triable issue(s)
and the facts to be proved. The court may require the filing of pretrial statement at a specified
time before the contested hearing date to include the witnesses to be called, the time required
for each, and a statement of the contested issues and facts, as well as the applicable law.

D. Each party shall be responsible for subpoenaing their own witnesses. If any party requests the
appearance of a specific social worker, such request shall be made at the hearing when
scheduling the contested hearing.

E. All exhibits reasonably known to be used at the hearing shall be pre-marked, listed, and copied
for exchange among counsel prior to the hearing.

F. Counsel must meet and confer with their respective clients and other counsel regarding
resolution of contested issues at the earliest possible time, not later than 30 minutes prior to the
contested hearing.

The parties shall attempt, in good faith, to resolve the matter, and counsel representing the party
requesting the contested hearing shall clarify and delineate the factual and legal issues to be
resolved at the hearing
(Revised July 1, 2012)

11.00.18 VISITATION
Visitation is essential to reunification of children with their parents during the pendency of a juvenile
matter. CPS shall make its best efforts to effectuate visitation as ordered by the court and to liberalize
visitation as to frequency and duration when ordered by the court and justified under the circumstances.

CPS will make every reasonable effort to allow visitation between children and their parents as soon
as possible after removal, and in no event shall the first visit occur more than 5 calendar days after
removal, irrespective of the timing of the detention hearing, unless CPS determines that visitation
would be detrimental to the best interests of the child(ren) and reduces its reasoning to writing.

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Visitation shall be addressed at every regularly scheduled hearing. Requests for modifications to the
existing order at regularly scheduled hearings shall not require a 388 motion. All counsel shall meet
and confer on the issue of visitation in advance of every hearing and counsel shall give notice if
requesting a different visitation order than recommended by the agency.

Motions filed under Welfare and Institutions Code section 388 related to visitation orders will normally
be heard on an order shortening time within 5 court days of filing the motion, unless there is good cause
to delay the hearing to a later date. The party filing the motion shall be responsible for immediately
notifying all parties of the request and ensuring that all parties receive a copy of the motion no later
than 2 court days after the motion is filed. If a hearing is scheduled, the clerk shall inform the petitioning
party, who shall then be responsible for immediately notifying all parties of the hearing date and time.

Nothing herein shall limit the court’s power for good cause to make any emergency orders regarding
visitation.
(Revised July 1, 2012)

11.00.19 CONFIDENTIALITY IN DEPENDENCY MATTERS

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

B. Psychological or psychiatric evaluations, or similar type assessments or evaluations, must be

retained by the attorney. Psychological evaluations, or similar type assessments or evaluations,
are not to be released to anyone, other than the subject of the evaluation. In the event of a
contested hearing where the client insists on disclosure of the contents of a psychological
evaluation, or similar type assessments or evaluations, or on obtaining a copy of another
person’s psychological evaluation, the attorney shall set a noticed motion so as to allow all
parties to object to disclosure and/or release of the report; or to petition the court for a protective
order. If a copy is disclosed, it will be subject to court order that it not be released to any other
person unless specified in the court order by name or profession.

C. In the event the court receives any ex parte communication from anyone involved in the case
where the party is represented, the court clerk shall return the documents, unread, to the person
sending the same to the court and advise the person making the ex parte communication to
contact their counsel of record. In the event of an non-represented party, the court clerk shall
duplicate the same, send the communication to all counsel, and the court may read the
documents only after consent of all counsel.

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

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EXCEEDING $1,000 OR IMPRISONMENT IN THE EL DORADO COUNTY JAIL FOR A

TERM NOT TO EXCEED 1 YEAR.

E. Upon termination of the case, any and all documents distributed to a client must be destroyed
by said client or returned to attorney.

F. Transcripts of any hearing under section 300 and any subsequent hearing or any hearing
involving the minors in the above situation shall be prepared only as required by law. In the
event the party or interested person requests a copy, they shall file a noticed motion with the
court and a hearing shall be held to determine whether or not such shall be released. No
transcripts other than as required by law, being appeal writs, etc., may be prepared without a
specific order of court after hearing.

G. There shall be no confidentiality as regards attorneys with regard to court appointed experts,
and any professional so appointed shall be advised of the requirement that there shall not be
confidentiality.
(Revised July 1, 2012)

11.00.20 PROTOCOL FOR TELEPHONIC APPEARANCES [CRC 5.531]

A. Minors and non-minor dependents may appear telephonically with 24 hours’ notice given by
their counsel to all parties and the court.

B. A parent who is unable to appear in court for a previously scheduled hearing may request to
appear telephonically with 48 hours’ notice to all counsel and the court. Counsel for the parent
may submit a request to the court by completing Local Forms J-1 (Declaration Regarding
Notice of Application for Telephonic Appearance) and J-2 (Order Re: Telephonic Appearance),
which are available on the court’s website at http://www.eldoradocourt.org/localforms.html.
The court will endeavor to approve or reject counsel’s request in advance of the hearing. In the
event of an emergency, counsel may request a telephone appearance in person at the court
hearing.

C. Domestic telephone appearances will be initiated by the courtroom clerk on the courtroom’s
speaker phone. International telephone appearances must be arranged for and initiated by
counsel.
(Effective April 12, 2018)

12.00.00 APPELLATE DEPARTMENT OF THE SUPERIOR COURT

A. ORAL ARGUMENT. A party appearing in propria persona, or counsel where a party is
represented, may request oral argument by notifying the court in writing no later than 5 court
days prior to the date set for hearing the appeal as designated in the notice of time and place of
hearing on appeal and time for filing of briefs. If the court does not receive a timely request for
hearing, the court will take the matter under submission without oral argument and render a
decision in due course. Notification of a request for oral argument shall be made to the appeals
clerk at the Placerville courthouse, 495 Main Street, Placerville, California 95667.

B. TRIAL COURT FILE INSTEAD OF CLERK’S TRANSCRIPT

(1) Application. For misdemeanor and traffic infraction appeals, the original trial court file
may be used instead of a clerk’s transcript, unless the trial court orders otherwise after

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notice to the parties. (California Rules of Court, rules 8.863, 8.914.)

(2) Preparation of Original File. Within 20 days after the filing of the notice of appeal, the
court clerk must put the trial court file in chronological order, number the pages, and
attach a chronological index and a list of all attorneys or record, the parties they
represent, and any unrepresented parties.

(3) Copies. The clerk must send a copy of the index to the appellant and the respondent for
use in paginating their copies of the file to conform to the index. If there is more than
one appellant, the clerk must prepare an extra copy of the index for each additional
appellant who is represented by separate counsel or self-represented.
(Effective July 1, 2013)

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LIST OF EFFECTIVE/REVISED DATES

Effective or
Chapter Title Revised Date
1.00.00 SCOPE OF RULES FOR THE SUPERIOR COURT. Revised 8/1/2016
1.00.01 EFFECTIVE DATE OF RULES Revised 7/1/2021
1.00.02 EFFECT OF RULES AND CITATION TO RULES Revised 7/1/2014
1.00.03 CONSTRUCTION AND APPLICATION OF RULES Effective 1/1/1999
1.00.04 DEFINITION OF WORDS USED IN THESE RULES Effective 1/1/1999
AMENDMENT, ADDITION, OR REPEAL OF
1.00.05 Effective 1/1/1999
RULES
2.00.00 COURT OF ORIGINAL PROCEEDINGS Effective 1/1/1994
2.00.01 SUPERVISION OF COURT BUSINESS Revised 7/1/2013
2.00.02 DUTIES OF THE PRESIDING JUDGE Revised 7/1/2013
2.00.03 ASSISTANT PRESIDING JUDGE Effective 1/1/1994
2.00.04 CEO OF THE SUPERIOR COURT Effective 1/1/1999
COURT COMMISSIONERS AND JUDGES PRO
2.00.05 Revised 7/1/2021
TEMPORE
COMPLAINTS AGAINST COMMISSIONERS,
2.00.06 Revised 7/1/2013
REFEREES, AND JUDGES PRO TEMPORE
2.00.07 RECORD OF PROCEEDINGS Revised 1/22/2020
LOCATION AND SCHEDULE OF COURT
2.00.08 Effective 7/1/2011
SESSIONS
TRANSFERRING CASES BETWEEN
2.00.09 PLACERVILLE AND SOUTH LAKE TAHOE Effective 1/1/2006
SESSIONS
2.00.10 RESERVED FOR FUTURE USE Revised 1/1/2021
2.00.11 RESERVED FOR FUTURE USE Revised 1/1/2021
2.00.12 DUTY JUDGE Revised 7/1/2013
2.00.13 HOLIDAYS Effective 1/1/1994
2.00.14 ALCOHOLIC BEVERAGES Effective 7/1/2010
2.00.15 FIREARMS Effective 1/1/1994
COURT SECURITY: SEARCHES OF PERSONS
2.00.16 Effective 1/1/1994
AND PROPERTY
USE OF ELECTRONIC DEVICES IN THE
2.00.17 Revised 7/1/2014
COURTROOM
USE OF ELECTRONIC DEVICES IN THE
2.00.18 Effective 1/1/2017
COURTROOM
LOCAL COMMITTEE ON THE ELIMINATION OF
2.01.00 Effective 7/1/2021
BIAS
3.00.00 JURIES AND JURY SERVICE Effective 1/1/1994
3.00.01 COMMON JURY PANEL Effective 1/1/1994
DEMAND FOR JURY IN CIVIL ACTION;
3.00.02 Revised 7/1/2013
PAYMENT OF FEES
3.00.03 DUTY OF CITIZENSHIP Effective 1/1/1994

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Effective or
Chapter Title Revised Date
3.00.04 REQUESTS TO BE EXCUSED Effective 1/1/1994
3.00.05 GROUNDS CONSTITUTING UNDUE HARDSHIP Revised 1/1/2012
3.00.06 PRIOR JURY SERVICE Revised 7/1/2012
3.00.07 PERSONS QUALIFIED TO SERVE AS JURORS Effective 1/1/1994
3.00.08 PERSONS DISQUALIFIED FROM JURY SERVICE Effective 1/1/1994
REQUEST FOR A PROSPECTIVE JUROR TO BE
3.00.09 Revised 7/1/2012
EXCUSED OR DEFERRED
4.00.00 DOCUMENTS PRESENTED FOR FILING Effective 1/1/1994
4.00.01 GENERAL FORMAT OF DOCUMENTS Revised 7/1/2013
FORMAT OF DOCUMENTS – LAW AND MOTION
4.00.02 Effective 7/1/2009
MATTERS
4.00.03 JUDGMENTS AND DECREES Effective 1/1/1994
4.00.04 CONFORMING COPIES Effective 1/1/1994
RETURN ENVELOPE REQUIRED FOR
4.00.05 Effective 1/1/1994
CONFORMED COPIES
TIME AND DATE OF HEARING TO BE
4.00.06 Effective 1/1/1994
INDICATED
4.00.07 ATTORNEY “WILL-CALL” FILE Effective 1/1/2009
4.00.08 FILING OF DOCUMENTS BY FAX Revised 1/1/2014
4.00.09 FAX FILING Revised 1/1/2019
4.00.10 AFTER HOURS DROP BOX Effective 1/1/2018
5.00.00 CRIMINAL PROCEEDINGS Revised 7/1/2014
5.00.01 APPLICATION OF RULES Revised 7/1/2014
5.00.02 CRIMINAL COMPLAINTS: FORMAT Revised 7/1/2014
CRIMINAL COMPLAINTS: TIME AND PLACE FOR
5.00.03 Revised 7/1/2017
FILING
5.00.04 POLICY Revised 7/1/2014
5.01.00 VIDEOCONFERENCING Effective 7/1/2014
5.02.00–
RESERVED FOR FUTURE USE Revised 7/1/2014
5.09.00
5.10.00 BAIL Effective 1/1/1994
REQUESTS FOR BAIL OR RELEASE ON OWN
5.10.01 Effective 1/1/1994
RECOGNIZANCE
5.10.02 BAIL FORFEITURES Effective 1/1/1994
TRIAL SETTING AND READINESS
5.11.00 Effective 1/1/1994
CONFERENCES
5.11.01 STATUS CONFERENCE Effective 7/1/2006
5.11.02 RESERVED FOR FUTURE USE Revised 1/1/2013
5.11.03 PRETRIAL CONFERENCE Revised 7/1/2014
5.11.04 MOTIONS IN CRIMINAL CASES Revised 7/1/2015
ELECTRONIC RECORDINGS OFFERED INTO
5.11.05 Revised 8/1/2016
EVIDENCE

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Effective or
Chapter Title Revised Date
5.12.00 TRIAL Effective 1/1/1994
5.12.01 CONTINUANCES Effective 1/1/1994
5.12.02 MARKING EXHIBITS Revised 8/1/2016
5.12.03 WITHDRAWAL OF TIME WAIVERS Effective 7/1/2020
5.13.00 FELONY BAIL SCHEDULE Effective 7/1/1998
5.14.00 EXHIBIT STORAGE AND DISPOSITION Revised 7/1/2014
5.14.01 POLICY Effective 1/1/1994
5.14.02 RECEIPT OF EXHIBITS Effective 7/1/2015
RETENTION, DESTRUCTION, AND RETURN OF
5.14.03 Effective 7/1/2006
EXHIBITS
5.14.04 VIEWING EXHIBITS Effective 1/1/1994
COURT APPOINTED COUNSEL AND EXPERTS;
5.15.00 Effective 1/1/1994
COMPENSATION
5.15.01 RESERVED FOR FUTURE USE Effective 7/1/2006
5.15.02 INVESTIGATIVE FEES AND EXPENSES Effective 7/1/1995
5.15.03 EXPERT FEES AND EXPENSES Revised 7/1/2013
5.15.04 PUBLIC ACCESS TO POLICE REPORTS Revised 7/1/2014
5.15.05 JURY INSTRUCTIONS Revised 7/1/2014
6.00.00 TRAFFIC AND SMALL CLAIMS PROCEEDINGS Revised 7/1/2014
6.00.01 TRIAL BY WRITTEN DECLARATION Effective 1/1/1994
7.00.00 CIVIL PROCEEDINGS Effective 1/1/1994
7.01.00 APPLICATION OF RULES Effective 7/1/2014
TELECONFERENCING AND
7.02.00 Revised 7/1/2017
VIDEOCONFERENCING
7.03.00–
RESERVED FOR FUTURE USE Revised 7/1/2014
7.08.00
FACSIMILE TRANSMISSION AND SERVICE OF
7.09.00 Effective 1/1/1994
DOCUMENTS
7.09.01 DEFINITIONS Effective 1/1/2007
7.10.00 LAW AND MOTION CALENDAR Effective 1/1/1994
7.10.01 SCOPE OF LAW AND MOTION RULES Effective 1/1/2007
7.10.02 MOTIONS: IN GENERAL Revised 1/1/2021
7.10.03 PLEADINGS Effective 1/1/2007
7.10.04 CONTINUANCES Effective 1/1/1994
TENTATIVE RULING SYSTEM FOR WESTERN
7.10.05 Revised 7/1/2021
SLOPE AND SOUTH LAKE TAHOE
7.10.06 LENGTH OF HEARING; LONG CAUSE MATTERS Effective 7/1/2011
DEFAULTS OR UNCONTESTED MATTERS;
7.10.07 Effective 1/1/2000
PROVE-UPS
7.10.08 MOTIONS TO BE RELIEVED AS COUNSEL Revised 1/1/2012
7.10.09 ARBITRATION Revised 1/1/2012

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Effective or
Chapter Title Revised Date
EX PARTE MOTIONS AND APPLICATIONS;
7.10.10 Revised 7/1/2020
ORDERS SHORTENING TIME
MOTION FOR SUMMARY JUDGMENT AND
7.10.11 Revised 1/1/2012
SUMMARY ADJUDICATION
COMPROMISE OF CLAIM OF MINOR OR
7.10.12 Revised 7/1/2013
INCOMPETENT PERSON
7.11.00 EXHIBIT STORAGE AND DISPOSITION Revised 7/1/2014
7.11.01 POLICY Effective 1/1/1994
7.11.02 RECEIPT OF EXHIBITS Effective 1/1/2008
RETENTION, DESTRUCTION, AND RETURN OF
7.11.03 Effective 1/1/2000
EXHIBITS
7.11.04 VIEWING EXHIBITS Effective 1/1/1994
7.12.00 TRIAL COURT CASE MANAGEMENT RULES Effective 7/1/2002
7.12.01 APPLICATION OF CASE MANAGEMENT RULES Revised 1/1/2016
7.12.02 POLICY Revised 7/1/2014
ASSIGNMENT OF CASES AND CHALLENGES TO
7.12.03 Revised 1/1/2012
ASSIGNED JUDGE
DELEGATION TO TEMPORARY JUDGE AND
7.12.04 Effective 7/1/2001
CHALLENGES
SETTING THE CASE MANAGEMENT
7.12.05 CONFERENCE DATE AND CASE MANAGEMENT Revised 7/1/2013
DOCUMENTS
SERVICE OF COMPLAINT AND CASE
7.12.06 Revised 7/1/2014
MANAGEMENT DOCUMENTS
7.12.07 RESPONSIVE PLEADINGS Effective 7/1/2002
OBLIGATION TO TAKE DEFAULT AND OBTAIN
7.12.08 Revised 1/1/2012
JUDGMENT
7.12.09 UNINSURED MOTORIST CASES Revised 1/1/2012
7.12.10 CASE MANAGEMENT CONFERENCE Revised 1/1/2016
MANDATORY SETTLEMENT AND READINESS
7.12.11 Revised 7/1/2021
CONFERENCE
7.12.12 ISSUES CONFERENCE Revised 7/1/2021
7.12.13 SANCTIONS Revised 1/1/2012
7.12.14 RESERVED FOR FUTURE USE Effective 1/1/2006
PLAINTIFF’S DUTY IF CASE SETTLES,
7.12.15 VACATION OF DATES, AND THE DISMISSAL Effective 1/1/2007
HEARING.
7.12.16 RESERVED FOR FUTURE USE Revised 7/1/2014
7.12.17 CONTINUANCES OF DATES Revised 1/1/2016
7.12.18 CONFLICTS AMONG THE RULES Effective 7/1/2002
ELECTRONIC RECORDINGS OFFERED INTO
7.12.19 Revised 7/1/2014
EVIDENCE
ATTORNEY’S FEES IN RESIDENTIAL
7.13.00 Adopted 7/1/2015
UNLAWFUL DETAINER ACTIONS

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Effective or
Chapter Title Revised Date
7.14.00 RESERVED FOR FUTURE USE Revised 7/1/2013
7.15.00 RESERVED FOR FUTURE USE Effective 1/1/2007
RULES FOR ACTIONS ARISING UNDER THE
CALIFORNIA ENVIRONMENTAL QUALITY ACT –
7.16.00 Revised 7/1/2017
PUBLIC RESOURCES CODE, SECTION 21000, ET
SEQ.
8.00.00 FAMILY LAW PROCEEDINGS Revised 7/1/2014
8.00.01 DEFINITION OF FAMILY LAW MATTERS Effective 1/1/2019
8.00.02 APPLICATION OF RULES Revised 1/1/2012
FAMILY AND JUVENILE COURT MANAGEMENT
8.00.03 Revised 1/1/2012
OF CHILD ABUSE CASES
FAMILY COURT ORDERS ISSUED IN JUVENILE
8.00.04 Revised 1/1/2012
COURT
8.00.05 PROCEDURES FOR AIDS TESTING OF MINORS Effective 7/1/2002
8.01.00 MEET AND CONFER REQUIREMENT Effective 1/1/1994
8.01.01 REQUIREMENT Revised 1/1/2012
8.02.00 CONTINUANCES Effective 1/1/1994
8.02.01 CONTINUANCE DISFAVORED Effective 1/1/1994
8.02.02 ONE CONTINUANCE LIMITATION Revised 1/1/2012
CONTINUANCE FOR CHILD CUSTODY
8.02.03 Revised 1/1/2012
RECOMMENDING COUNSELING
CONTINUANCE BY STIPULATION ON LAW AND
8.02.04 Revised 8/1/2016
MOTION MATTERS
8.03.00 INCOME AND EXPENSE DECLARATIONS Effective 1/1/1994
8.03.01 WHEN REQUIRED Revised 8/1/2016
8.03.02 PREPARATION INSTRUCTIONS Revised 7/1/2013
8.03.03 ADDITIONAL INFORMATION TO BE PROVIDED Revised 1/1/2012
8.03.04 SANCTIONS Effective 1/1/1994
8.03.05 INFORMATION PRIVILEGED Revised 1/1/2012
8.04.00 CHILDREN IN COURTROOM Revised 1/1/2012
ORDERS TO SHOW CAUSE AND NOTICES OF
8.05.00 Effective 1/1/1994
MOTION
8.05.01 DATE, TIME, AND PLACE OF HEARING Revised 1/1/2012
8.05.02 MOVING AND RESPONSIVE PAPERS Revised 1/1/2012
FORMAT OF ORDERS TO SHOW CAUSE AND
8.05.03 Revised 1/1/2012
NOTICES OF MOTION
APPLICATION FOR ORDER EXCLUDING FROM
8.05.04 Revised 1/1/2012
HOME
APPLICATION FOR EX PARTE TEMPORARY
8.05.05 Revised 1/1/2012
CUSTODY ORDER
APPLICATION FOR EX PARTE ORDER FOR
8.05.06 IMMEDIATE CHANGE OF PRIOR ORDER FOR Revised 1/1/2012
CUSTODY OF MINOR

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Effective or
Chapter Title Revised Date
8.05.07 TENTATIVE RULING SYSTEM Effective 1/1/2021
8.06.00 CONDUCT OF HEARING Effective 1/1/1994
8.06.01 TIME LIMITATIONS Revised 1/1/2012
8.06.02 LACK OF APPEARANCE Revised 1/1/2012
8.06.03 MATTERS TAKEN OFF CALENDAR Revised 1/1/2012
8.06.04 PREPARATION OF ORDER AFTER HEARING Revised 1/1/2012
EX PARTE ORDERS AND ORDERS SHORTENING
8.07.00 Effective 1/1/1994
TIME
8.07.01 DECLARATIONS REQUIRED Effective 1/1/1994
8.07.02 NOTICE Revised 1/1/2012
8.07.03 OPPONENT REPRESENTATION Effective 1/1/2004
8.07.04 NOTICE EXCUSED Effective 1/1/1994
8.07.05 SERVICE OF PAPERS Revised 7/1/2012
8.07.06 NOTICE WAIVED Effective 1/1/1994
CONDITIONS FOR ISSUANCE OF ORDERS
8.08.00 Effective 1/1/1994
SHORTENING TIME
8.08.01 AFFIDAVIT Revised 1/1/2012
8.08.02 NOTICE Revised 1/1/2012
8.08.03 REASON TO BE STATED Effective 1/1/1994
8.09.00 CHILD AND SPOUSAL SUPPORT Effective 1/1/1994
8.09.01 GOVERNING LAWS Effective 1/1/1994
8.09.02 SPOUSAL SUPPORT Effective 1/1/1994
8.09.03 TEMPORARY SPOUSAL SUPPORT Effective 1/1/2001
8.09.04 NO LIMITATION ON COURT DISCRETION Effective 1/1/2001
8.09.05 PERMANENT SPOUSAL SUPPORT Effective 1/1/1994
CHILD CUSTODY, VISITATION AND CHILD
8.10.00 CUSTODY RECOMMENDING COUNSELING – Revised 1/1/2012
GENERAL PROVISIONS
REFERRAL TO CHILD CUSTODY
8.10.01 Revised 1/1/2012
RECOMMENDING COUNSELING
CHILD CUSTODY RECOMMENDING
8.10.02 Revised 1/1/2019
COUNSELING SCHEDULING
APPOINTMENT OF CHILD CUSTODY
8.10.03 RECOMMENDING COUNSELOR OR Revised 1/1/2012
EVALUATOR; STANDARDS; QUALIFICATIONS
8.10.04 MINIMUM STANDARDS Revised 1/1/2012
8.10.05 EX PARTE CONTACT PROHIBITED Revised 1/1/2012
8.10.06 PARTICIPATION OF CHILDREN Revised 1/1/2015
8.10.07 BOTH PARENTS TO BE INTERVIEWED Revised 1/1/2015
CHALLENGES TO CHILD CUSTODY
8.11.00 Revised 1/1/2012
RECOMMENDING COUNSELORS/EVALUATORS
8.11.01 ONE CHALLENGE PER PARTY Revised 1/1/2012

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Effective or
Chapter Title Revised Date
8.11.02 NO FURTHER CHALLENGES Revised 1/1/2012
SUBSEQUENT CHILD CUSTODY
8.11.03 Revised 8/1/2016
RECOMMENDING COUNSELING SESSIONS
NO PEREMPTORY CHALLENGE AFTER FIRST
8.11.04 Revised 1/1/2012
INTERVIEW
PAYMENT OF CHILD CUSTODY
8.12.00 RECOMMENDING COUNSELOR’S OR Revised 1/1/2012
EVALUATOR’S FEES
COMPLAINT PROCEDURE ABOUT CHILD
8.13.00 Revised 1/1/2015
CUSTODY RECOMMENDING COUNSELOR
CHILD CUSTODY RECOMMENDING
8.14.00 Revised 1/1/2012
COUNSELING PROCESS
8.14.01 SUPPORT PERSONS Revised 1/1/2012
CONDUCT OF CHILD CUSTODY
8.14.02 Revised 7/1/2017
RECOMMENDING COUNSELOR
CHILD CUSTODY RECOMMENDING
8.14.03 Revised 1/1/2015
COUNSELING AGREEMENT
CHILD CUSTODY RECOMMENDING
8.14.04 Revised 1/1/2012
COUNSELOR RECOMMENDATIONS
8.14.05 COPY TO BE PROVIDED Revised 1/1/2012
RECOMMENDATION OF CHILD CUSTODY
8.14.06 Revised 1/1/2012
RECOMMENDING COUNSELOR
CHILD CUSTODY RECOMMENDING
8.14.07 Revised 1/1/2019
COUNSELING WITHOUT PENDING PROCEEDING
PRIVATE CHILD CUSTODY RECOMMENDING
8.14.08 Revised 1/1/2012
COUNSELING
CONFIDENTIALITY OF CHILD CUSTODY
8.14.09 RECOMMENDING COUNSELOR REPORTS AND Revised 1/1/2015
EVALUATION REPORTS
8.15.00 EVALUATION Effective 1/1/1994
EVALUATION UNDER FAMILY CODE SECTION
8.15.01 Revised 7/1/2013
3110
8.15.02 EVALUATION REPORT Effective 1/1/2012
8.15.03 TESTIMONY OF EVALUATOR Revised 7/1/2015
STIPULATIONS FOR USE OF SPECIAL MASTER
8.15.04 Revised 1/1/2016
IN CHILD CUSTODY CASES
AWARD OF ATTORNEY’S FEES, COSTS, AND
8.16.00 Revised 7/1/2014
SANCTIONS
8.16.01 GOVERNING LAW Effective 1/1/1994
FACTORS TO BE CONSIDERED IN SETTING FEES
8.16.02 Revised 1/1/2016
AND COSTS
DOCUMENTATION IN SUPPORT OF AWARD OF
8.16.03 Effective 1/1/1994
FEES OR COSTS
8.16.04 INCOME AND EXPENSE DECLARATION Revised 7/1/2013
8.16.05 DECLARATION TESTIMONY AND BILLINGS Effective 1/1/1994

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Effective or
Chapter Title Revised Date
8.17.00 SANCTIONS Effective 1/1/1994
8.17.01 ATTORNEYS FEES Revised 1/1/2012
8.17.02 OTHER SANCTIONS Effective 1/1/1994
8.18.00 STATUS/TRIAL SETTING CONFERENCE Effective 1/1/1994
8.18.01 DATE, TIME, AND PLACE OF CONFERENCE Effective 1/1/2001
8.18.02 CONTINUANCES BECAUSE OF CONFLICT Revised 7/1/2013
8.18.03 ATTENDANCE Revised 1/1/2012
8.18.04 RESOLUTION OF ISSUES Revised 1/1/2012
8.18.05 PARTIES’ ATTENDANCE Effective 1/1/2001
8.18.06 SANCTIONS Revised 7/1/2013
STATEMENT OF ISSUES, CONTENTIONS, AND
8.19.00 Effective 1/1/1994
PROPOSED DISPOSITION OF THE CASE
8.19.01 FILING DATE Revised 1/1/2012
8.19.02 CONTENTS Revised 1/1/2012
MANDATORY SETTLEMENT CONFERENCES IN
8.19.03 Revised 1/1/2012
FAMILY LAW CASES
8.20.00 CONTESTED TRIALS Effective 1/1/1994
8.20.01 TRIAL SETTING Revised 1/1/2012
8.20.02 POST-TRIAL JUDGMENT Revised 1/1/2015
8.20.03 TRIAL EXHIBITS Revised 8/1/2016
LONG CAUSE CONTESTED HEARINGS AND
8.20.04 Revised 8/1/2016
TRIAL BRIEFS
8.20.05 MOTIONS IN LIMINE Revised 1/1/2012
8.20.06 COURT REPORTER FEES Revised 1/1/2013
8.20.07 WITNESS LISTS Effective 8/1/2016
8.21.00 DEFAULT OR UNCONTESTED JUDGMENT Effective 1/1/1994
8.21.01 HEARING Effective 1/1/1994
8.21.02 FORMAT OF JUDGMENT Revised 1/1/2015
UNCONTESTED JUDGMENTS GRANTED IN OPEN
8.21.03 Effective 1/1/2015
COURT
8.22.00 CONTENTS OF JUDGMENT Effective 1/1/1994
8.22.01 CUSTODY AND VISITATION Effective 1/1/1994
8.22.02 CHILD SUPPORT Revised 1/1/2012
8.22.03 SPOUSAL SUPPORT Effective 1/1/1994
8.22.04 RESTRAINING ORDERS Effective 7/1/2001
8.22.05 DIVISION OF COMMUNITY PROPERTY Revised 1/1/2016
8.23.00 APPOINTMENT OF COUNSEL FOR CHILD(REN) Effective 1/1/1994
8.23.01 EDUCATION AND EXPERIENCE REQUIREMENTS Revised 7/1/2014
RIGHTS AND RESPONSIBILITIES OF APPOINTED
8.23.02 Effective 7/1/2009
COUNSEL FOR A CHILD
TITLE IV-D CASES (DEPARTMENT OF CHILD
8.24.00 Effective 7/1/1997
SUPPORT)

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Effective or
Chapter Title Revised Date
8.24.01 DEFINITIONS Effective 7/1/1997
8.24.02 COMMISSIONER AND TITLE IV-D CASES Revised 7/1/2013
POWERS OF COMMISSIONER IN TITLE IV-D
8.24.03 Effective 7/1/1997
CASES
CONTESTED CUSTODY AND/OR VISITATION
8.24.04 Revised 7/1/2013
ISSUES RAISED IN TITLE IV-D CASES
8.25.00 FAMILY LAW FACILITATORS Effective 1/1/1998
8.25.01 OFFICE OF FAMILY LAW FACILITATOR Effective 1/1/1998
8.25.02 FACILITATOR SERVICES Effective 1/1/1998
ADDITIONAL DUTIES OF THE FAMILY LAW
8.25.03 Revised 7/1/2014
FACILITATOR
COMPLAINT PROCEDURE FOR FAMILY LAW
8.25.04 Effective 7/1/2003
FACILITATOR
8.26.00 ACCESS TO COURT HEARINGS Effective 7/1/2000
8.26.01 ACCESS TO CERTAIN FAMILY LAW FILES Revised 1/1/2012
FAMILY CENTERED CASE RESOLUTION
8.27.00 Effective 7/1/2013
PROCESS
8.27.01 AUTHORITY Effective 7/1/2013
8.27.02 APPLICABILITY Effective 7/1/2013
8.27.03 STATUS CONFERENCE Revised 7/1/2017
8.27.04 RESERVED FOR FUTURE USE Revised 1/26/2016
8.27.05 STATUS CONFERENCE AND COURT’S ROLE Revised 8/1/2016
9.00.00 ADOPTION PROCEEDINGS Effective 1/1/1994
9.00.01 ADOPTION HEARINGS Revised 7/1/2014
9.00.02 ACCESS TO ADOPTION FILES Revised 1/1/2012
10.00.00 PROBATE PROCEEDINGS Revised 1/1/2016
PROBATE CALENDAR AND TENTATIVE RULING
10.00.01 Revised 1/1/2016
SYSTEM
10.00.02 FILING OBJECTIONS OR CONTINUANCES Effective 1/1/1994
10.00.03 CONTINUANCES Revised 1/1/2015
10.00.04 MATTERS REQUIRING APPEARANCES Effective 1/1/1994
10.00.05 PREPARATION OF ORDERS Revised 1/1/2016
10.00.06 RESERVED FOR FUTURE USE Effective 1/1/2016
10.00.07 RESERVED FOR FUTURE USE Revised 1/1/2016
10.00.08 WAIVER OF RULE Revised 1/1/2016
10.01.00 NOTICES Effective 1/1/1994
10.01.01 RESERVED FOR FUTURE USE Revised 1/1/2016
10.01.02 RESERVED FOR FUTURE USE Revised 1/1/2016
10.01.03 RESERVED FOR FUTURE USE Revised 1/1/2016
10.01.04 ADDITIONAL NOTICE IN COURT’S DISCRETION Revised 1/1/2012
APPOINTMENT OF EXECUTORS AND
10.02.00 Effective 1/1/1994
ADMINISTRATORS

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Effective or
Chapter Title Revised Date
SPECIAL LETTERS, NOTICE, AND
10.02.01 Effective 1/1/1994
APPOINTMENT
CORPORATE AND INDIVIDUAL CO-
10.02.02 Effective 1/1/1994
REPRESENTATIVES
10.02.03 RESERVED FOR FUTURE USE Revised 1/1/2016
DEPOSIT OF PERSONAL PROPERTY FOR
10.02.04 Revised 1/1/2016
REDUCTION OF BOND
10.02.05 MULTIPLE REPRESENTATIVES Effective 1/1/1994
PROOF OF WILLS BY AFFIDAVIT OR
10.02.06 Effective 1/1/1994
DECLARATION
10.02.07 RESERVED FOR FUTURE USE Revised 1/1/2016
10.02.08 RESERVED FOR FUTURE USE Revised 1/1/2016
10.02.09 AGE, ADDRESS, AND RELATIONSHIP Revised 1/1/2016
INFORMATION REQUIRED OF PERSONAL
10.02.10 REPRESENTATIVES UPON Revised 1/1/2012
ACKNOWLEDGEMENT OF DUTIES
10.03.00 MOTIONS, PETITIONS, AND ORDERS Effective 1/1/1994
10.03.01 CAPTIONS Effective 1/1/1994
10.03.02 PETITION TO SUPPORT EX PARTE ORDER Effective 1/1/1994
10.03.03 ORDERS TO BE COMPLETE IN THEMSELVES Effective 1/1/1994
NUNC PRO TUNC ORDERS CORRECTING
10.03.04 Effective 1/1/1994
CLERICAL ERRORS
10.03.05 RESERVED FOR FUTURE USE Revised 1/1/2016
10.03.06 ESCHEAT PETITIONS Effective 1/1/1994
10.03.07 RESERVED FOR FUTURE USE Revised 1/1/2016
10.04.00 CREDITORS’ CLAIMS Effective 1/1/1994
10.04.01 RESERVED FOR FUTURE USE Revised 1/1/2016
10.04.02 APPROVAL OF FUNERAL CLAIMS Effective 1/1/1994
10.04.03 PROOF OF SERVICE ON REJECTED CLAIMS Effective 1/1/1994
10.05.00 SALES Effective 1/1/1994
BROKER’S COMMISSION ON SALE OF REAL
10.05.01 Effective 1/1/1994
PROPERTY
10.05.02 LISTING AGREEMENT Revised 1/1/2012
NOTICE AND HEARING ON CONFIRMATION OF
10.05.03 Revised 1/1/2012
SALE OF REAL PROPERTY
10.06.00–
RESERVED FOR FUTURE USE Effective 1/1/1994
10.06.99
10.07.00 ACCOUNTS, FEES, AND DISTRIBUTION Revised 7/1/2014
10.07.01 RESERVED FOR FUTURE USE Revised 1/1/2016
10.07.02 RESERVED FOR FUTURE USE Revised 1/1/2016
10.07.03 RESERVED FOR FUTURE USE Revised 1/1/2016
ALLOWANCE ON ACCOUNT OF
10.07.04 Revised 1/1/2016
COMPENSATION

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Effective or
Chapter Title Revised Date
10.07.05 RESERVED FOR FUTURE USE Effective 1/1/2016
10.07.06 COSTS Effective 1/1/1994
10.07.07 DESCRIPTION OF PROPERTY DISTRIBUTED Revised 1/1/2012
10.07.08 RESERVED FOR FUTURE USE Revised 1/1/2016
10.07.09 AGREEMENTS FOR DISTRIBUTION Revised 1/1/2016
10.07.10 DISTRIBUTION TO MINORS Revised 1/1/2016
DOCUMENTS TO BE ON FILE BEFORE HEARING
10.07.11 Revised 1/1/2012
FOR DISTRIBUTION
10.07.12 PETITION FOR FINAL DISTRIBUTION Revised 1/1/2016
10.07.13 SPOUSAL PROPERTY ELECTION Revised 1/1/2012
10.08.00 JOINT TENANCIES AND LIFE ESTATES Effective 1/1/1994
PROCEEDINGS MUST BE IN NAME OF
10.08.01 Revised 1/1/2016
DECEDENT
10.08.02 RESERVED FOR FUTURE USE Revised 1/1/2016
GUARDIANSHIPS AND CONSERVATORSHIPS –
10.09.00 Effective 1/1/1994
GENERAL PROVISIONS
APPOINTMENT OF TEMPORARY GUARDIAN OR
10.09.01 Revised 7/1/2013
CONSERVATOR
10.09.02 GUARDIAN’S AND CONSERVATOR’S BONDS Revised 8/1/2016
ALLOWANCE OF FEES IN GUARDIANSHIPS OR
10.09.03 Revised 1/1/2012
CONSERVATORSHIPS
INVESTMENT BY GUARDIAN OR
10.09.04 Revised 1/1/2016
CONSERVATOR
10.09.05 INVESTMENT PERFORMANCE REPORT Revised 1/1/2012
10.09.06 WAIVER OF ACCOUNT Revised 1/1/2012
10.09.07 ADDITIONAL POWERS Revised 1/1/2012
10.09.08 ACCOUNTS Revised 1/1/2014
10.09.09 IDENTIFYING NUMBERS Effective 1/1/1994
VERIFIED DUTIES OF CONSERVATOR AND
10.09.10 Revised 1/1/2012
ACKNOWLEDGEMENT
10.10.00 GUARDIANSHIPS OF MINORS Effective 1/1/1994
10.10.01 APPOINTMENT OF GUARDIAN OF MINOR Effective 1/1/1994
HEARING ON PETITION FOR APPOINTMENT OF
10.10.02 Revised 1/1/2012
GUARDIAN OF NON-RELATIVE MINOR
10.10.03 EFFECT OF OTHER PROCEEDINGS Effective 1/1/1994
10.10.04 DUTIES OF GUARDIAN – SUPPORT BY PARENTS Revised 7/1/2013
10.10.05 FINAL ACCOUNT AND REPORT Effective 1/1/1994
PROCEEDINGS UNDER PROBATE CODE
10.10.06 Effective 1/1/1994
SECTION 3410, ET SEQ.
10.10.07 COSTS OF INVESTIGATIONS Revised 1/1/2012
10.11.00 CONSERVATORSHIPS Effective 1/1/1994
10.11.01 APPOINTMENT OF CONSERVATOR Revised 1/1/2012

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Effective or
Chapter Title Revised Date
10.11.02 PLACING PETITION ON CALENDAR Effective 1/1/1994
10.11.03 TERMINATION OF CONSERVATORSHIP Revised 1/1/2012
10.11.04 FINAL ACCOUNT OR REPORT Revised 1/1/2012
10.11.05 SALE OF CONSERVATEE'S RESIDENCE Revised 1/1/2012
CONFIDENTIAL REPORTS, SUPPLEMENTS, OR
10.11.06 Revised 1/1/2012
PLANS
10.12.00–
RESERVED FOR FUTURE USE Effective 1/1/1994
10.22.01
TRUSTS SUBJECT TO CONTINUING COURT
10.13.00 Effective 1/1/1994
JURISDICTION
10.13.01 IN GENERAL Revised 1/1/2016
10.13.02 PERIOD OF ACCOUNT Revised 1/1/2016
10.13.03 RESERVED FOR FUTURE USE Revised 1/1/2016
10.13.04 REPORT OF TRUSTEE Revised 1/1/2012
COURT-APPOINTED COUNSEL IN
10.14.00 Revised 7/1/2013
GUARDIANSHIPS AND CONSERVATORSHIPS
INVESTIGATIVE AND EXPERT FEES AND
10.14.01 Effective 7/1/2012
EXPENSES; COMPENSATION
10.15.00 ACCESS TO CERTAIN PROBATE FILES Revised 1/1/2012
11.00.00 JUVENILE PROCEEDINGS Effective 1/1/1994
11.00.01 SESSIONS Revised 7/1/2019
11.00.02 RULES OF PROCEDURE Revised 7/1/2012
DISCLOSURE OF RECORDS IN JUVENILE CASE
11.00.03 Revised 7/1/2012
FILE
11.00.04 AGENCY REPRESENTATION Effective 1/1/1994
PREHEARING DISCOVERY IN WELFARE AND
11.00.05 INSTITUTIONS CODE SECTIONS 300, 601, AND Revised 7/1/2012
602 PROCEEDINGS
THE COURT-APPOINTED SPECIAL ADVOCATE
11.00.06 Revised 7/1/2013
PROGRAM
11.00.07 SERVICE OF CASA REPORTS Effective 1/1/2003
RELEASE OF INFORMATION TO CASA
11.00.08 Revised 7/1/2012
ADVOCATES
11.00.09 FAMILY LAW ADVOCACY Effective 1/1/2003
11.00.10 CALENDAR PRIORITY Effective 1/1/2003
11.00.11 CASE SELECTION PROCEDURE Revised 7/1/2013
11.00.12 FINANCIAL DECLARATION Revised 7/1/2012
11.00.13 APPOINTMENT OF PRIVATE ATTORNEYS Revised 7/1/2013
INVESTIGATOR, EXPERT FEES, EXPENSES IN
11.00.14 Revised 7/1/2012
JUVENILE COURT
DETENTION HEARINGS IN SECTION 300
11.00.15 Revised 7/1/2012
MATTERS
11.00.16 NON-DETENTION HEARINGS Revised 7/1/2012

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Effective or
Chapter Title Revised Date
CONTESTED JURISDICTIONAL/DISPOSITIONAL
11.00.17 Revised 7/1/2012
HEARINGS
11.00.18 VISITATION Revised 7/1/2012
11.00.19 CONFIDENTIALITY IN DEPENDENCY MATTERS Effective 1/1/1996
11.00.20 PROTOCOL FOR TELEPHONIC APPEARANCES Effective 1/12/2018
12.00.00 APPELLATE DEPARTMENT Effective 7/1/2013

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ALPHABETICAL INDEX OF RULES

Section Title/Description Page
9.00.02 ACCESS TO ADOPTION FILES 90
8.26.01 ACCESS TO CERTAIN FAMILY LAW FILES 88
10.15.00 ACCESS TO CERTAIN PROBATE FILES 108
8.26.00 ACCESS TO COURT HEARINGS 88
10.09.08 ACCOUNTS 101
10.07.00 ACCOUNTS, FEES, AND DISTRIBUTION 97
8.25.03 ADDITIONAL DUTIES OF THE FAMILY LAW FACILITATOR 86
8.03.03 ADDITIONAL INFORMATION TO BE PROVIDED 61
10.01.04 ADDITIONAL NOTICE IN COURT’S DISCRETION 93
10.09.07 ADDITIONAL POWERS 101
9.00.01 ADOPTION HEARINGS 90
9.00.00 ADOPTION PROCEEDINGS 90
8.08.01 AFFIDAVIT 67
4.00.10 AFTER-HOURS DROP BOX 18
10.02.09 AGE, ADDRESS, AND RELATIONSHIP 95
11.00.04 AGENCY REPRESENTATION 109
10.07.09 AGREEMENTS FOR DISTRIBUTION 98
2.00.14 ALCOHOLIC BEVERAGES 9
ALLOWANCE OF FEES IN GUARDIANSHIPS OR
10.09.03 100
CONSERVATORSHIPS
10.07.04 ALLOWANCE ON ACCOUNT OF COMPENSATION 98
ALPHABETICAL INDEX OF RULES 138
1.00.05 AMENDMENT, ADDITION, OR REPEAL OF RULES 2
12.00.00 APPELLATE DEPARTMENT OF THE SUPERIOR COURT 123
8.27.02 APPLICABILITY 88
APPLICATION FOR EX PARTE ORDER FOR IMMEDIATE CHANGE
8.05.06 63
OF PRIOR ORDER FOR CUSTODY OF MINOR
8.05.05 APPLICATION FOR EX PARTE TEMPORARY CUSTODY ORDER 62
8.05.04 APPLICATION FOR ORDER EXCLUDING FROM HOME 62
7.12.01 APPLICATION OF CASE MANAGEMENT RULES 39
5.00.01 APPLICATION OF RULES 18
7.01.00 APPLICATION OF RULES 26
8.00.02 APPLICATION OF RULES 56
APPOINTMENT OF CHILD CUSTODY RECOMMENDING
8.10.03 68
COUNSELOR/EVALUATOR; STANDARDS; QUALIFICATIONS
10.11.01 APPOINTMENT OF CONSERVATOR 104
8.23.00 APPOINTMENT OF COUNSEL FOR CHILD(REN) 84
10.02.00 APPOINTMENT OF EXECUTORS AND ADMINISTRATORS 93
10.10.01 APPOINTMENT OF GUARDIAN OF MINOR 102
11.00.13 APPOINTMENT OF PRIVATE ATTORNEYS 113
10.09.01 APPOINTMENT OF TEMPORARY GUARDIAN OR CONSERVATOR 99
10.04.02 APPROVAL OF FUNERAL CLAIMS 96
7.10.09 ARBITRATION 33
7.12.03 ASSIGNMENT OF CASES AND CHALLENGES TO ASSIGNED JUDGE 40
2.00.03 ASSISTANT PRESIDING JUDGE 2
8.18.03 ATTENDANCE 77

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Section Title/Description Page

4.00.07 ATTORNEY “WILL-CALL” FILE 17
8.17.01 ATTORNEY’S FEES 76
ATTORNEY’S FEES IN RESIDENTIAL UNLAWFUL DETAINER
7.13.00 50
ACTIONS
8.27.01 AUTHORITY 88
8.16.00 AWARD OF ATTORNEY’S FEES, COSTS, AND SANCTIONS 75
5.10.00 BAIL 20
5.10.02 BAIL FORFEITURES 20
8.10.07 BOTH PARENTS TO BE INTERVIEWED 69
10.05.01 BROKER’S COMMISSION ON SALE OF REAL PROPERTY 97
11.00.10 CALENDAR PRIORITY 112
10.03.01 CAPTIONS 95
7.12.10 CASE MANAGEMENT CONFERENCE 43
11.00.11 CASE SELECTION PROCEDURE 112
2.00.04 CEO OF THE SUPERIOR COURT 3
CHALLENGES TO CHILD CUSTODY RECOMMENDING
8.11.00 69
COUNSELORS OR EVALUATORS
8.09.00 CHILD AND SPOUSAL SUPPORT 67
8.14.03 CHILD CUSTODY RECOMMENDING COUNSELING AGREEMENT 71
8.14.00 CHILD CUSTODY RECOMMENDING COUNSELING PROCESS 70
CHILD CUSTODY RECOMMENDING COUNSELING SCHEDULING;
8.10.02 SANCTIONS FOR FAILURE TO ATTEND OR LATE CANCELLATION 68
OF APPOINTMENT
CHILD CUSTODY RECOMMENDING COUNSELOR
8.14.04 71
RECOMMENDATIONS
CHILD CUSTODY, VISITATION AND CHILD CUSTODY
8.10.00 68
RECOMMENDING COUNSELING – GENERAL PROVISIONS
8.22.02 CHILD SUPPORT 83
8.04.00 CHILDREN IN COURTROOM 62
7.00.00 CIVIL PROCEEDINGS 26
8.24.02 COMMISSIONER AND TITLE IV-D CASES 86
3.00.01 COMMON JURY PANEL 13
COMPLAINT PROCEDURE ABOUT CHILD CUSTODY
8.13.00 70
RECOMMENDING COUNSELOR
8.25.04 COMPLAINT PROCEDURE FOR FAMILY LAW FACILITATOR 87
COMPLAINTS AGAINST COMMISSIONERS, REFEREES, AND
2.00.06 3
JUDGES PRO TEMPORE
7.10.12 COMPROMISE OF CLAIM OF MINOR OR INCOMPETENT PERSON 36
8.08.00 CONDITIONS FOR ISSUANCE OF ORDERS SHORTENING TIME 67
8.14.02 CONDUCT OF CHILD CUSTODY RECOMMENDING COUNSELOR 71
8.06.00 CONDUCT OF HEARING 64
10.11.06 CONFIDENTIAL REPORTS, SUPPLEMENTS, OR PLANS 105
11.00.19 CONFIDENTIALITY IN DEPENDENCY MATTERS 122
CONFIDENTIALITY OF CHILD CUSTODY RECOMMENDING
8.14.09 72
COUNSELOR REPORTS AND EVALUATION REPORTS
7.12.18 CONFLICTS AMONG THE RULES 50
4.00.04 CONFORMING COPIES 17

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Section Title/Description Page

10.11.00 CONSERVATORSHIPS 104
1.00.03 CONSTRUCTION AND APPLICATION OF RULES 1
8.19.02 CONTENTS 77
8.22.00 CONTENTS OF JUDGMENT 83
CONTESTED CUSTODY AND/OR VISITATION ISSUES RAISED IN
8.24.04 86
TITLE IV-D CASES
11.00.17 CONTESTED JURISDICTIONAL/DISPOSITIONAL HEARINGS 121
8.20.00 CONTESTED TRIALS 80
8.02.04 CONTINUANCE BY STIPULATION OR LETTER REQUEST 60
8.02.01 CONTINUANCE DISFAVORED 59
CONTINUANCE FOR CHILD CUSTODY RECOMMENDING
8.02.03 59
COUNSELING
5.12.01 CONTINUANCES 22
7.10.04 CONTINUANCES 29
8.02.00 CONTINUANCES 59
10.00.03 CONTINUANCES 92
8.18.02 CONTINUANCES BECAUSE OF CONFLICT 76
7.12.17 CONTINUANCES OF DATES 50
8.14.05 COPY TO BE PROVIDED 71
10.02.02 CORPORATE AND INDIVIDUAL CO-REPRESENTATIVES 93
10.07.06 COSTS 98
10.10.07 COSTS OF INVESTIGATIONS 103
5.15.00 COURT APPOINTED COUNSEL AND EXPERTS; COMPENSATION 24
COURT APPOINTED COUNSEL IN GUARDIANSHIPS AND
10.14.00 106
CONSERVATORSHIPS
2.00.05 COURT COMMISSIONERS AND JUDGES PRO TEMPORE 3
2.00.00 COURT OF ORIGINAL PROCEEDINGS 2
8.20.06 COURT REPORTER FEES 81
2.00.16 COURT SECURITY: SEARCHES OF PERSONS AND PROPERTY 9
10.04.00 CREDITORS’ CLAIMS 96
5.00.02 CRIMINAL COMPLAINTS: FORMAT 18
5.00.03 CRIMINAL COMPLAINTS: TIME AND PLACE FOR FILING 18
5.00.00 CRIMINAL PROCEEDINGS 18
8.22.01 CUSTODY AND VISITATION 83
8.18.01 DATE, TIME, AND PLACE OF CONFERENCE 76
8.05.01 DATE, TIME, AND PLACE OF HEARING 62
8.16.05 DECLARATION TESTIMONY AND BILLINGS 76
8.07.01 DECLARATIONS REQUIRED 66
8.21.00 DEFAULT OR UNCONTESTED JUDGMENT 82
7.10.07 DEFAULTS OR UNCONTESTED MATTERS; PROVE-UPS 33
8.00.01 DEFINITION OF FAMILY LAW MATTERS 56
1.00.04 DEFINITION OF WORDS USED IN THESE RULES 1
7.09.01 DEFINITIONS 27
8.24.01 DEFINITIONS 86
7.12.04 DELEGATION TO TEMPORARY JUDGE AND CHALLENGES 41
3.00.02 DEMAND FOR JURY IN CIVIL ACTION; PAYMENT OF FEES 13
10.02.04 DEPOSIT OF PERSONAL PROPERTY FOR REDUCTION OF BOND 93

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Section Title/Description Page

10.07.07 DESCRIPTION OF PROPERTY DISTRIBUTED 98
11.00.15 DETENTION HEARINGS IN SECTION 300 MATTERS 119
11.00.03 DISCLOSURE OF RECORDS IN JUVENILE CASE FILE 109
10.07.10 DISTRIBUTION TO MINORS 98
8.22.05 DIVISION OF COMMUNITY PROPERTY 84
8.16.03 DOCUMENTATION IN SUPPORT OF AWARD OF FEES OR COSTS 75
4.00.00 DOCUMENTS PRESENTED FOR FILING 15
DOCUMENTS TO BE ON FILE BEFORE HEARING FOR
10.07.11 98
DISTRIBUTION
10.10.04 DUTIES OF GUARDIAN – SUPPORT BY PARENTS 103
2.00.02 DUTIES OF THE PRESIDING JUDGE 2
2.00.12 DUTY JUDGE 7
3.00.03 DUTY OF CITIZENSHIP 13
8.23.01 EDUCATION AND EXPERIENCE REQUIREMENTS 84
10.10.03 EFFECT OF OTHER PROCEEDINGS 103
1.00.02 EFFECT OF RULES AND CITATION TO RULES 1
1.00.01 EFFECTIVE DATE OF RULES 1
5.11.05 ELECTRONIC RECORDINGS OFFERED INTO EVIDENCE 21
7.12.19 ELECTRONIC RECORDINGS OFFERED INTO EVIDENCE 50
10.03.06 ESCHEAT PETITIONS 96
8.15.00 EVALUATION 73
8.15.02 EVALUATION REPORT 73
8.15.01 EVALUATION UNDER FAMILY CODE SECTION 3110 73
8.10.05 EX PARTE CONTACT PROHIBITED 69
EX PARTE MOTIONS AND APPLICATIONS; ORDERS SHORTENING
7.10.10 34
TIME
8.07.00 EX PARTE ORDERS AND ORDERS SHORTENING TIME 66
5.14.00 EXHIBIT STORAGE AND DISPOSITION 22
7.11.00 EXHIBIT STORAGE AND DISPOSITION 37
5.15.03 EXPERT FEES AND EXPENSES 25
8.25.02 FACILITATOR SERVICES 86
7.09.00 FACSIMILE TRANSMISSION AND SERVICE OF DOCUMENTS 27
8.16.02 FACTORS TO BE CONSIDERED IN SETTING FEES AND COSTS 75
FAMILY AND JUVENILE COURT MANAGEMENT OF CHILD ABUSE
8.00.03 56
CASES
8.27.00 FAMILY CENTERED CASE RESOLUTION PROCESS 88
8.00.04 FAMILY COURT ORDERS ISSUED IN JUVENILE COURT 58
11.00.09 FAMILY LAW ADVOCACY 112
8.25.00 FAMILY LAW FACILITATORS 86
8.00.00 FAMILY LAW PROCEEDINGS 56
5.13.00 FELONY BAIL SCHEDULE 22
8.19.01 FILING DATE 77
10.00.02 FILING OBJECTIONS OR CONTINUANCES 91
4.00.08 FILING OF DOCUMENTS BY FAX 18
4.00.09 FILING THROUGH FAX FILING AGENCY 18
10.10.05 FINAL ACCOUNT AND REPORT 103
10.11.04 FINAL ACCOUNT OR REPORT 105

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Section Title/Description Page

11.00.12 FINANCIAL DECLARATION 113
FIREARMS; WEAPONS; BODY ARMOR OR BALLISTIC
2.00.15 9
PROTECTION
4.00.02 FORMAT OF DOCUMENTS – LAW AND MOTION MATTERS 17
8.21.02 FORMAT OF JUDGMENT 82
8.05.03 FORMAT OF ORDERS TO SHOW CAUSE AND NOTICES OF MOTION 62
4.00.01 GENERAL FORMAT OF DOCUMENTS 15
8.16.01 GOVERNING LAW 75
8.09.01 GOVERNING LAWS 67
3.00.05 GROUNDS CONSTITUTING UNDUE HARDSHIP 13
10.09.02 GUARDIAN’S AND CONSERVATOR’S BONDS 100
GUARDIANSHIPS AND CONSERVATORSHIPS – GENERAL
10.09.00 99
PROVISIONS
10.10.00 GUARDIANSHIPS OF MINORS 102
8.21.01 HEARING 82
HEARING ON PETITION FOR APPOINTMENT OF GUARDIAN OF
10.10.02 102
NON-RELATIVE MINOR
2.00.13 HOLIDAYS 8
10.09.09 IDENTIFYING NUMBERS 102
10.13.01 IN GENERAL 105
8.16.04 INCOME AND EXPENSE DECLARATION 76
8.03.00 INCOME AND EXPENSE DECLARATIONS 60
8.03.05 INFORMATION PRIVILEGED 61
INFORMATION REQUIRED OF PERSONAL REPRESENTATIVES
10.02.10 95
UPON ACKNOWLEDGEMENT OF DUTIES
INVESTIGATIVE AND EXPERT FEES AND EXPENSES;
10.14.01 108
COMPENSATION
5.15.02 INVESTIGATIVE FEES AND EXPENSES 25
11.00.14 INVESTIGATOR, EXPERT FEES, EXPENSES IN JUVENILE COURT 118
10.09.04 INVESTMENT BY GUARDIAN OR CONSERVATOR 100
10.09.05 INVESTMENT PERFORMANCE REPORT 101
7.12.12 ISSUES CONFERENCE 48
10.08.00 JOINT TENANCIES AND LIFE ESTATES 99
4.00.03 JUDGMENTS AND DECREES 17
3.00.00 JURIES AND JURY SERVICE 13
5.15.05 JURY INSTRUCTIONS 26
11.00.00 JUVENILE PROCEEDINGS 108
8.06.02 LACK OF APPEARANCE 65
7.10.00 LAW AND MOTION CALENDAR 27
7.10.06 LENGTH OF HEARING; LONG CAUSE MATTERS 32
LIST OF EFFECTIVE/REVISED DATES 125
LIST OF LOCAL FORMS BY FORM NAME 156
LIST OF LOCAL FORMS BY FORM NUMBER 148
10.05.02 LISTING AGREEMENT 97
2.01.00 LOCAL COMMITTEE ON THE ELIMINATION OF BIAS 11
2.00.08 LOCATION AND SCHEDULE OF COURT SESSIONS 5
8.20.04 LONG CAUSE CONTESTED HEARINGS AND TRIAL BRIEFS 81

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Section Title/Description Page

7.12.11 MANDATORY SETTLEMENT AND READINESS CONFERENCE 46
MANDATORY SETTLEMENT CONFERENCES IN FAMILY LAW
8.19.03 79
CASES
5.12.02 MARKING EXHIBITS 22
10.00.04 MATTERS REQUIRING APPEARANCES 92
8.06.03 MATTERS TAKEN OFF CALENDAR 65
8.01.00 MEET AND CONFER REQUIREMENT 59
8.10.04 MINIMUM STANDARDS 68
MOTION FOR SUMMARY JUDGMENT AND SUMMARY
7.10.11 35
ADJUDICATION
5.11.04 MOTIONS IN CRIMINAL CASES 21
8.20.05 MOTIONS IN LIMINE 81
7.10.08 MOTIONS TO BE RELIEVED AS COUNSEL 33
10.03.00 MOTIONS, PETITIONS, AND ORDERS 95
7.10.02 MOTIONS: IN GENERAL 27
8.05.02 MOVING AND RESPONSIVE PAPERS 62
10.02.05 MULTIPLE REPRESENTATIVES 94
8.11.02 NO FURTHER CHALLENGES 69
8.09.04 NO LIMITATION ON COURT DISCRETION 67
8.11.04 NO PEREMPTORY CHALLENGE AFTER FIRST INTERVIEW 70
11.00.16 NON-DETENTION HEARINGS 120
8.07.02 NOTICE 66
8.08.02 NOTICE 67
NOTICE AND HEARING ON CONFIRMATION OF SALE OF REAL
10.05.03 97
PROPERTY
8.07.04 NOTICE EXCUSED 66
8.07.06 NOTICE WAIVED 66
10.01.00 NOTICES 92
10.03.04 NUNC PRO TUNC ORDERS CORRECTING CLERICAL ERRORS 96
7.12.08 OBLIGATION TO TAKE DEFAULT AND OBTAIN JUDGMENT 42
8.25.01 OFFICE OF FAMILY LAW FACILITATOR 86
8.11.01 ONE CHALLENGE PER PARTY 69
8.02.02 ONE CONTINUANCE LIMITATION 59
8.07.03 OPPONENT REPRESENTATION 66
10.03.03 ORDERS TO BE COMPLETE IN THEMSELVES 95
8.05.00 ORDERS TO SHOW CAUSE AND NOTICES OF MOTION 62
8.17.02 OTHER SANCTIONS 76
8.10.06 PARTICIPATION OF CHILDREN 69
8.18.05 PARTIES’ ATTENDANCE 77
PAYMENT OF CHILD CUSTODY RECOMMENDING COUNSELOR’S
8.12.00 70
OR EVALUATOR’S FEES
10.13.02 PERIOD OF ACCOUNT 105
8.09.05 PERMANENT SPOUSAL SUPPORT 68
3.00.08 PERSONS DISQUALIFIED FROM JURY SERVICE 15
3.00.07 PERSONS QUALIFIED TO SERVE AS JURORS 15
10.07.12 PETITION FOR FINAL DISTRIBUTION 99
10.03.02 PETITION TO SUPPORT EX PARTE ORDER 95

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Section Title/Description Page

10.11.02 PLACING PETITION ON CALENDAR 104
PLAINTIFF’S DUTY IF CASE SETTLES, VACATION OF DATES, AND
7.12.15 49
THE DISMISSAL HEARING
7.10.03 PLEADINGS 29
5.00.04 POLICY 19
5.14.01 POLICY 22
7.11.01 POLICY 37
7.12.02 POLICY 40
8.20.02 POST-TRIAL JUDGMENT 80
8.24.03 POWERS OF COMMISSIONER IN TITLE IV-D CASES 86
PREHEARING DISCOVERY IN WELFARE AND INSTITUTIONS
11.00.05 109
CODE SECTIONS 300, 601, AND 602 PROCEEDINGS
8.03.02 PREPARATION INSTRUCTIONS 60
8.06.04 PREPARATION OF ORDER AFTER HEARING 65
10.00.05 PREPARATION OF ORDERS 92
2.00.18 PRESENTATION OF AUDIO/VISUAL EVIDENCE 11
5.11.03 PRETRIAL CONFERENCE 21
3.00.06 PRIOR JURY SERVICE 14
8.14.08 PRIVATE CHILD CUSTODY RECOMMENDING COUNSELING 71
10.00.01 PROBATE CALENDAR AND TENTATIVE RULING SYSTEM 91
10.00.00 PROBATE PROCEEDINGS 91
8.00.05 PROCEDURES FOR AIDS TESTING OF MINORS 58
10.08.01 PROCEEDINGS MUST BE IN NAME OF DECEDENT 99
10.10.06 PROCEEDINGS UNDER PROBATE CODE SECTION 3410, ET SEQ. 103
10.04.03 PROOF OF SERVICE ON REJECTED CLAIMS 97
10.02.06 PROOF OF WILLS BY AFFIDAVIT OR DECLARATION 94
11.00.20 PROTOCOL FOR TELEPHONIC APPEARANCES [CRC 5.531] 123
5.15.04 PUBLIC ACCESS TO POLICE REPORTS 25
8.08.03 REASON TO BE STATED 67
5.14.02 RECEIPT OF EXHIBITS 22
7.11.02 RECEIPT OF EXHIBITS 37
RECOMMENDATION OF CHILD CUSTODY RECOMMENDING
8.14.06 71
COUNSELOR
2.00.07 RECORD OF PROCEEDINGS 4
8.10.01 REFERRAL TO CHILD CUSTODY RECOMMENDING COUNSELING 68
11.00.08 RELEASE OF INFORMATION TO CASA ADVOCATES 111
10.13.04 REPORT OF TRUSTEE 106
REQUEST FOR A PROSPECTIVE JUROR TO BE EXCUSED OR
3.00.09 15
DEFERRED
5.10.01 REQUESTS FOR BAIL OR RELEASE ON OWN RECOGNIZANCE 20
3.00.04 REQUESTS TO BE EXCUSED 13
8.01.01 REQUIREMENT 59
2.00.10 RESERVED FOR FUTURE USE 7
2.00.11 RESERVED FOR FUTURE USE 7
5.02.00 –
RESERVED FOR FUTURE USE 20
5.09.00
5.11.02 RESERVED FOR FUTURE USE 21

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Section Title/Description Page

5.15.01 RESERVED FOR FUTURE USE 24
7.03.00 –
RESERVED FOR FUTURE USE 27
7.08.00
7.12.14 RESERVED FOR FUTURE USE 49
7.12.16 RESERVED FOR FUTURE USE 50
7.14.00 RESERVED FOR FUTURE USE 51
7.15.00 RESERVED FOR FUTURE USE 51
8.14.07 RESERVED FOR FUTURE USE 71
8.27.04 RESERVED FOR FUTURE USE 89
10.00.06 RESERVED FOR FUTURE USE 92
10.00.07 RESERVED FOR FUTURE USE 92
10.01.01 RESERVED FOR FUTURE USE 92
10.01.02 RESERVED FOR FUTURE USE 93
10.01.03 RESERVED FOR FUTURE USE 93
10.02.03 RESERVED FOR FUTURE USE 93
10.02.07 RESERVED FOR FUTURE USE 95
10.02.08 RESERVED FOR FUTURE USE 95
10.03.05 RESERVED FOR FUTURE USE 96
10.03.07 RESERVED FOR FUTURE USE 96
10.04.01 RESERVED FOR FUTURE USE 96
10.06.00 –
RESERVED FOR FUTURE USE 97
10.06.99
10.07.01 RESERVED FOR FUTURE USE 97
10.07.02 RESERVED FOR FUTURE USE 97
10.07.03 RESERVED FOR FUTURE USE 97
10.07.05 RESERVED FOR FUTURE USE 98
10.07.08 RESERVED FOR FUTURE USE 98
10.08.02 RESERVED FOR FUTURE USE 99
10.12.00 –
RESERVED FOR FUTURE USE 105
10.22.01
10.13.03 RESERVED FOR FUTURE USE 106
8.18.04 RESOLUTION OF ISSUES 77
7.12.07 RESPONSIVE PLEADINGS 42
8.22.04 RESTRAINING ORDERS 83
5.14.03 RETENTION, DESTRUCTION, AND RETURN OF EXHIBITS 24
7.11.03 RETENTION, DESTRUCTION, AND RETURN OF EXHIBITS 39
4.00.05 RETURN ENVELOPE REQUIRED FOR CONFORMED COPIES 17
RIGHTS AND RESPONSIBILITIES OF APPOINTED COUNSEL FOR A
8.23.02 85
CHILD
RULES FOR ACTIONS ARISING UNDER THE CALIFORNIA
7.16.00 ENVIRONMENTAL QUALITY ACT – PUBLIC RESOURCES CODE 51
SECTION 21000, ET SEQ.
11.00.02 RULES OF PROCEDURE 109
10.11.05 SALE OF CONSERVATEE'S RESIDENCE 105
10.05.00 SALES 97
7.12.13 SANCTIONS 49
8.03.04 SANCTIONS 61

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Section Title/Description Page

8.17.00 SANCTIONS 76
8.18.06 SANCTIONS 77
7.10.01 SCOPE OF LAW AND MOTION RULES 27
1.00.00 SCOPE OF RULES FOR THE SUPERIOR COURT 1
11.00.07 SERVICE OF CASA REPORTS 111
7.12.06 SERVICE OF COMPLAINT AND CASE MANAGEMENT DOCUMENTS 41
8.07.05 SERVICE OF PAPERS 66
11.00.01 SESSIONS 108
SETTING THE CASE MANAGEMENT CONFERENCE DATE AND
7.12.05 41
CASE MANAGEMENT DOCUMENTS
10.02.01 SPECIAL LETTERS, NOTICE, AND APPOINTMENT 93
10.07.13 SPOUSAL PROPERTY ELECTION 99
8.09.02 SPOUSAL SUPPORT 67
8.22.03 SPOUSAL SUPPORT 83
STATEMENT OF ISSUES, CONTENTIONS, AND PROPOSED
8.19.00 77
DISPOSITION OF THE CASE
5.11.01 STATUS CONFERENCE 20
8.27.03 STATUS CONFERENCE 88
8.27.05 STATUS CONFERENCE AND COURT’S ROLE 89
8.18.00 STATUS/TRIAL SETTING CONFERENCE 76
STIPULATIONS FOR USE OF SPECIAL MASTER IN CHILD
8.15.04 74
CUSTODY CASES
SUBSEQUENT CHILD CUSTODY RECOMMENDING COUNSELING
8.11.03 70
SESSIONS
2.00.01 SUPERVISION OF COURT BUSINESS 2
8.14.01 SUPPORT PERSONS 70
7.02.00 TELECONFERENCING AND VIDEOCONFERENCING 26
8.09.03 TEMPORARY SPOUSAL SUPPORT 67
8.05.07 TENTATIVE RULING SYSTEM 63
TENTATIVE RULING SYSTEM FOR WESTERN SLOPE AND SOUTH
7.10.05 30
LAKE TAHOE
10.11.03 TERMINATION OF CONSERVATORSHIP 104
8.15.03 TESTIMONY OF EVALUATOR 73
11.00.06 THE COURT APPOINTED SPECIAL ADVOCATE PROGRAM 110
4.00.06 TIME AND DATE OF HEARING TO BE INDICATED 17
8.06.01 TIME LIMITATIONS 65
8.24.00 TITLE IV-D CASES (DEPARTMENT OF CHILD SUPPORT) 85
6.00.00 TRAFFIC AND SMALL CLAIMS PROCEEDINGS 26
TRANSFERRING CASES BETWEEN PLACERVILLE AND SOUTH
2.00.09 6
LAKE TAHOE SESSIONS
5.12.00 TRIAL 21
6.00.01 TRIAL BY WRITTEN DECLARATION 26
7.12.00 TRIAL COURT CASE MANAGEMENT RULES 39
8.20.03 TRIAL EXHIBITS 80
8.20.01 TRIAL SETTING 80
5.11.00 TRIAL SETTING AND READINESS CONFERENCES 20
10.13.00 TRUSTS SUBJECT TO CONTINUING COURT JURISDICTION 105

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Section Title/Description Page

8.21.03 UNCONTESTED JUDGMENTS GRANTED IN OPEN COURT 82
7.12.09 UNINSURED MOTORIST CASES 42
2.00.17 USE OF ELECTRONIC DEVICES IN THE COURTROOM 10
10.09.10 VERIFIED DUTIES OF CONSERVATOR AND ACKNOWLEDGEMENT 102
5.01.00 VIDEOCONFERENCING 19
5.14.04 VIEWING EXHIBITS 24
7.11.04 VIEWING EXHIBITS 39
11.00.18 VISITATION 121
10.09.06 WAIVER OF ACCOUNT 101
10.00.08 WAIVER OF RULE 92
8.03.01 WHEN REQUIRED 60
5.12.03 WITHDRAWAL OF TIME WAIVERS 22
8.20.07 WITNESS LISTS 81

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LIST OF LOCAL FORMS BY FORM NUMBER

*before form name indicates form is accessible to the public via the web or other outside agencies
EFFECTIVE Mandatory/
NAME OF FORM FORM # OR REVISED Optional
ACCOUNTING
*Pro Tem Claim and Order for Compensation AC-01 Rev. 01/01/19 Optional
ADOPTION
Citation to Parent A-1 Rev. 05/03/02 Optional
*Consent of Natural Parent to Adopt A-2 Rev. 03/04/02 Mandatory
Certificate of Adoption A-3 Rev. 01/23/07 Optional
*Consent of Spouse of Adopting Party A-4 Rev. 09/25/01 Mandatory
*Consent of Parent A-5 Rev. 12/01/04 Mandatory
Petition for Authorization to Inspect Records A-6 Rev. 01/2012 Optional
CIVIL
Notice of Case Assignment – West Slope C-1 Rev. 05/20/13 Mandatory
Notice of Case Assignment – (SLT) C-1S Rev. 05/20/13 Mandatory
*Confidential Info Re: Pet. For Name Change – West C-2 Rev. 11/15/05 Mandatory
Slope
*Confidential Info Re: Pet. For Name Change - SLT C-2S Rev. 11/15/05 Mandatory
*Dispute Resolution Conference Report C-3 Rev. 01/14/15 Mandatory
Notice of Entry of Judgment on Verdict C-9 Rev. 01/23/07 Optional
Civil Bench Warrant C-10 Rev. 04/18/02 Optional
Certificate of Satisfaction of Judgment C-11 Rev. 05/03/02 Optional
*Notice to Litigants – Civil Trial Delay Reduction and C-13 Rev. 01/14/15 Mandatory
Alternative Dispute Resolution
Trial Readiness Checklist C-16 Rev. 07/01/04 Optional
Case Management Conference Order C-17 Rev. 05/01/17 Optional
Notice of Mandatory Settlement Conference C-21 New 10/12/04 Optional
Expedited Limited Civil Collections Action
Notice of Trial – Expedited Limited Civil C-22 New 10/12/04 Optional
Collections Action
Notice To File Dismissal and/or OSC West Slope C-23 Rev. 07/17/14 Optional
Order to Show Cause re: Failure to Pay Sanctions C-24 Rev. 07/22/14 Optional
*Default Judgment Checklist C-25 Rev. 03/01/13 Optional
Small Claims Information Sheet C-26 Rev. 01/01/12 Optional
Stipulation of Parties C-27 no date Optional
Small Claims Information Sheet - Spanish C-28 Rev. 10/04/11 Optional
*Application and Order to Serve Summons by Posting C-29 New 10/30/06 Optional
for Unlawful Detainer
*Request and Order for Free Service of Orders C-30 Rev. 08/16/16 Optional
Verification – Name Change C-31 New 04/2007 Optional
Order to Show Cause re: Failure to File Proof of Service C-32 Rev. 01/01/12 Optional
(collection case)
Order to Show Cause re: Failure to File Default C-33 Rev. 01/01/12 Optional
Judgment (collection case)
*Notice of Motion and Motion for Order C-35 New 05/22/08 Optional
Civil Standby notice C-36 New 09/15/08 Optional
Civil Bench Warrant – Personal Information C-37 Rev. 04/14/14 Optional

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EFFECTIVE Mandatory/
NAME OF FORM FORM # OR REVISED Optional
Application to Serve as Voluntary Attorney (ADR) C-38 New 07/15/09 Optional
*Designation of American Indian Status C-40 New 07/14/11 Mandatory
*Declaration of Judgment Debtor Regarding C-41 New 08/05/11 Optional
Satisfaction of Judgment (C.C.P. 116.850)
UD Notice of Restricted Access C-42 New 09/21/11 Mandatory
Complex Fees Tracking sheet C-43 New 12/1/11 Optional
*Stipulation and Order to Participate in Alternative C-45 New 07/01/13 Optional
Dispute Resolution (ADR)
Civil Notes/Orders after Ex Parte Application C-46 New 08/29/14 Optional
Stipulation re: Jury Instructions C-47 New 09/12/14 Optional
Declaration of Restrained Person re Firearms C-48 New 03/08/17 Optional
Mandatory Settlement Conference Order C-49 Rev. 07/10/17 Optional
CRIMINAL
Batterer’s Treatment Programs CR-002 Rev. 11/06/15 Mandatory
Child Abuse Prevention Programs CR-003 New 05/28/19 Mandatory
*Plea & Waiver Felony CR-017 Rev. 06/03/14 Optional
*Request to Vacate Criminal Protective Order CR-020 Rev. 06/17/15 Mandatory
Calendar Add On Request CR-021 Rev. 04/01/08 Mandatory
Criminal Addendum CR-022 New 07/19/05 Mandatory
*Cash Bail Request Form CR-023 New 01/01/05 Optional
Criminal Appearance Card CR-099 New 10/31/13 Optional
Supplemental Agreement to DUI Waiver of Rights CR-103 New 02/01/08 Mandatory
Law Enforcement Gun Dealer’s receipt of firearms CR-104 New 04/14/08 Mandatory
Proof of Sale or Turning in of Firearms CR-105 Rev. 03/16/09 Mandatory
Murder Advisement CR-106 New 01/01/05 Mandatory
DUI Court Handbook CR-107 New 03/01/08 Optional
*Waiver of Defendant’s Personal Presence (PC § 977) CR-108 New 05/19/08 Optional
Plea in Absentia CR-109 New 05/23/08 Mandatory
Tax Intercept Notice CR-110 New 08/08/08 Optional
Remand Form – D7 CR-111 New 09/01/08 Mandatory
Confidential Witness Key form CR-112 New 04/10/13 Mandatory
O/R release form CR-113 Rev. 04/09/18 Mandatory
Request to Vacate Criminal Protective Order CR-114 New 03/09/09 Mandatory
Advisement of Firearm Prohibition CR-115 New 03/16/09 Mandatory
Local Provider form CR-116 Rev. 12/18/15 Mandatory
*Plea and Waiver (Felony) CR-117 Rev. 11/08/19 Mandatory
State Prison Commitment Information form CR-118 Rev. 06/2014 Mandatory
Probation Sentencing Order CR-119 Rev. 05/01/18 Mandatory
Pretrial Diversion Sentencing Order CR-120 Rev. 01/31/18 Mandatory
Arraignment/OR Order CR-121 New 04/2007 Mandatory
*DUI Advisement of Rights, Waiver, and Plea Form CR-122 Rev. 01/2012 Mandatory
(Vehicle Code § 23153)
*Advisement of Rights, Waiver, and Plea Form CR-123 Rev. 01/2012 Mandatory
Deferred Entry of Judgment (Penal Code § 1000 et seq.)
* Advisement of Rights, Waiver, and Plea Form for CR-124 Rev. 01/2012 Mandatory
Felonies and/or Misdemeanors – Proposition 36 (Penal

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EFFECTIVE Mandatory/
NAME OF FORM FORM # OR REVISED Optional
Code § 1210 et seq.)
*DUI Advisement of Rights, Waiver, and Plea Form CR-127 Rev. 01/2012 Mandatory
(Vehicle Code § 23152)
Behavioral Health Agreement CR-128 New 09/21/11 Mandatory
Behavioral Health Referral CR-129 New 09/21/11 Mandatory
*Misdemeanor Advisement Rights, Waiver, and Plea CR-130 Rev. 01/2012 Mandatory
Form
*Addendum to Advisement, Waiver, and Pleas Form CR-131 Rev. 01/2012 Mandatory
Driver’s License Suspensions (Vehicle Code §§
13201.5, 13202.5, 13202.6)
Veteran’s Court Referral CR-132 Rev. 09/18/14 Mandatory
Felony Sentencing 1170(h)PC CR-133 New 01/17/18 Mandatory
Felony Back Combo CR-134 Rev. 04/15/12 Optional
Contract Counsel CR-135 New 07/12/12 Optional
Order Denying Petition for Resentencing w/o Hearing CR-136 New 03/21/13 Optional
Waiver of Personal Appearance for Resentencing CR-137 New 03/21/13 Optional
Petition for Resentencing CR-138 New 03/21/13 Optional
Order After Hearing on Petition for Resentencing CR-139 New 03/21/13 Optional
Victim Restitution CR-140 New 01/13/14 Optional
Violation of Probation/Criminal Justice Realignment CR-141 New 03/25/14 Optional
Order to Show Cause re: Violation of Condition CR-142 New 04/04/14 Optional
Prior Conviction Notice CR-143 New 07/30/14 Optional
Special Conditions for Sex Offenders Recommendation CR-144 New 07/21/16 Mandatory
and Order
*Petition/Application for Resentencing or Dismissal for CR-145 New 11/14/16 Information
Redesignation or Dismissal/Sealing Information and al
Instructions
* Petition/Application Adult Crime(s) (Health and CR-146 New 11/2016 Optional
Safety § 11361.8)
Prop 64 Order for Petition/Application Adult Crimes HS CR-147 New 11/2016 Optional
11361.8
*Proof of Service Petition/Application, Adult Crime(s) CR-148 New 11/2016 Optional
Evaluation Form – Specific Crimes CR-149 Rev. 01/01/18 Mandatory
*Information Regarding Property Bonds CR-150 New 03/17/17 Mandatory
INFO
*Application for Real Property Equity Bond and CR-150 New 03/17/17 Mandatory
Declaration of Property Owner(s)
*Promissory Note CR-151 New 03/17/17 Mandatory
*Order Approving Property Bond CR-152 New 03/17/17 Mandatory
Prison Work Sheet CR-153 New 09/28/17 Mandatory
Prop 63 Assignment to Probation CR-154 New 01/01/18 Mandatory
Diversion Program Referral Order CR-155 New 01/01/18 Mandatory
Authorization to Release Information CR-156 New 01/01/18 Mandatory
Own Recognizance Release Agreement CR-157 New 10/19/18 Mandatory
Order Dismissing Fines and Fees (CCC Graduates) CR-158 New 07/26/19 Optional
*Supplemental to DUI Plea Agreement CR-159 New 08/10/20 Mandatory

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EFFECTIVE Mandatory/
NAME OF FORM FORM # OR REVISED Optional
FAMILY LAW
Therapeutic Supervised Visitation Referral & Order F-1 New 12/01/01 Optional
Order: Referral to Child Custody Recommending Counselor - F-2 Rev. 06/06/12 Mandatory
WS
Order: Referral to Child Custody Recommending Counselor F-2a Rev. 03/26/14 Mandatory
- SLT
*Stipulation and Order F-3 New 07/01/95 Optional
Family Court Services Information Sheet F-4 New 07/2002 Optional
*Request for Status Trial Setting Conference (Family F-5 Rev. 03/01/21 Optional
Law – West Slope)
*Request for Status Trial Setting Conference (Family F-6 New 02/16/21 Optional
Law – South Lake Tahoe)
*Stipulation and Order for Bifurcation F-7 New 07/01/95 Optional
Stipulation and Order for Appointment of Judge Pro F-9 New 07/01/95 Optional
Tem
Stipulation for Appointment of Court Commissioner F-9a Rev. 03/23/12 Optional
*Request to Vacate Restraining Order F-10a Rev. 06/10/11 Mandatory
Order on Request to Vacate Restraining Order F-10b New 03/2005 Mandatory
*True Default Judgment Checklist F-11 New 07/01/18 Optional
*Technical Default Judgment Checklist F-12 New 07/01/18 Optional
*Stipulation or Marital Settlement Agreement Judgment F-13 New 07/01/18 Optional
Checklist
Stipulation – one page (white) F-14 Rev. 02/10/10 Optional
*Reserved Issues Judgment Checklist F-15 New 07/01/18 Optional
*Status Only Judgment Checklist F-16 New 07/01/18 Optional
CCRC – Information Sheet F-17 Rev. 04/20/15 Optional
*Office of the Child Custody Recommending F-17a Rev. 02/06/20 Mandatory
Counseling (CCRC) Questionnaire - Confidential
CCRC Supplemental Questionnaire F-17b Rev. 03/01/14 Mandatory
*Status Conference Order F-18 New 07/01/18 Optional
Issues for Trial F-19 Rev. 04/2010 Optional
Notes/Orders After Ex Parte Application F-20 New 10/06/00 Optional
Clerk’s Certificate of Mailing re Mediation F-21 New 10/06/00 Optional
CCRC Confidential Report F-22 Rev. 08/25/14 Optional
Waiver of Disqualification F-23 New 12/20/00 Optional
*Parent-Child Supervision Guidelines F-25 New 01/17/01 Optional
Judgment Check List F-26 New 04/10/01 Optional
*Stipulation to Waive Final Disclosure (Family Code § F-26a New 05/06/03 Optional
2105[c])
*Ex Parte Application and Declaration for Orders and F-27 New 01/13/14 Optional
Notice
*INFO on Ex Parte Policies and Procedures F-27 Rev. 03/17/14 Optional
INFO
*Stipulation & Order Re: Private Mediation F-70 New 07/31/00 Optional
*Stipulation & Order Re: Custody Evaluations F-71 New 07/31/00 Optional
Order Appointing Counsel for Minors F-72 New 07/31/00 Optional

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EFFECTIVE Mandatory/
NAME OF FORM FORM # OR REVISED Optional
Employment Efforts Order F-74 New 07/31/00 Optional
Court Order for Random Drug Testing F-75 New 09/01/00 Optional
Order (Special Master) F-76 New 07/31/00 Optional
Notice of MSC & Trial Setting F-79 New 09/18/00 Optional
*Stipulation and Order for Telephonic Appearance F-80 Rev. 08/06/08 Optional
Settlement Conference Order F-81 New 11/20/03 Optional
Order for Search F-82 New 03/17/04 Optional
*Request for CLETS Search F-82a New 11/01/04 Optional
* Stipulation and Order (Family Law) F-83 New 05/01/04 Optional
Order for Reimbursement Court Appointed Counsel FL-85 Rev. 05/12/14 Optional
Fees
*Application for Order Shortening Time and Order F-86 New 11/15/04 Optional
Memorandum – Request to Vacate Hearing WS F-87 Rev. 04/23/15 Optional
Memorandum – Request to Vacate Hearing SLT F-87a New 04/23/15 Optional
Informed Consent for Mediation F-88 Rev. 06/01/14 Optional
Informed Consent for Mediation – Spanish F-88a Rev. 06/01/14 Optional
Child Custody Recommending Counseling Disclosure F-89 New 06/01/14 Optional
Statement
MSC Report F-90 New 03/26/12 Optional
*Family Law Information Sheet F-91 Rev. 06/05/14 Optional
*Statement of Issues, Contentions, and Proposed F-92 Rev. 02/16/21 Optional
Disposition of the Case
Authorization for Release of Confidential Information - F-93 Rev. 08/14/15 Mandatory
WS
Authorization for Release of Confidential Information - F-93a Rev. 08/14/15 Mandatory
SLT
Child Custody Visitation Stipulation F-94 New 07/23/14 Optional
CRCC Confidential Report – One Parent F-95 New 08/25/14 Optional
CRCC Agreement regarding Child Custody F-96 Rev. 09/25/15 Optional
CRCC Recommendation F-97 New 08/25/14 Optional
CRCC Agreement and Recommendation F-98 New 08/25/14 Optional
Request for CLETS Criminal History F-99 New 01/05/15 Mandatory
*Child Custody Recommending Counseling Client F-100 Rev. 08/23/16 Mandatory
Complaint Form
*Custody and Parenting Services Resource List F-101 Rev. 04/12/21 Optional
*Request for Child Custody Recommending Counseling F-102 New 08/17/15 Mandatory
Telephonic Appearance
Notice of 1st Status Conference – West Slope F-103 New 01/28/16 Mandatory
Notice of 1st Status Conference – South Lake Tahoe F-103a New 01/28/16 Mandatory
*Request for Hearing on Order for Reimbursement of F-104 New 02/05/16 Mandatory
Court Attorney Fees
Non-Professional Supervisor F-105 New 04/07/16 Mandatory
Support Person for Victims of DV Information and F-106 New 10/24/16 Optional
Agreement
Waiver and Disclosure Form F-107 New 12/15/17 Mandatory
Supervised Visitation Referral Form F-108 New 04/01/18 Mandatory

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EFFECTIVE Mandatory/
NAME OF FORM FORM # OR REVISED Optional
*Advisement of Rights, Waiver and Plea Form - Family F-109 New 04/18/17 Mandatory
Law Contempt
JUVENILE
*Declaration Regarding Notice of Application for J-1 New 04/16/18 Optional
Telephonic Appearance
*Order Re: Telephonic Appearance J-2 New 04/16/18 Optional
*Financial Responsibility Declaration J-4 New 10/01/03 Optional
Notification of Appeal Rights J-4a New 07/24/03 Optional
Notice re: 366.26/Writ J-5 New 07/24/03 Optional
*Certification of Competency to Practice in Juvenile J-6 Rev. 09/15/16 Optional
Dependency Court
Order to Appear for Financial Evaluation J-7 New 08/26/11 Mandatory
*Instructions Re: Financial Responsibility J-8 New 08/26/11 Optional
Recommendation re: Ability to Repay Costs J-9 New 08/26/11 Mandatory
Financial Declaration J-10 Rev. 04/01/12 Mandatory
Order for Repayment of Costs of Legal Services J-11 New 08/26/11 Mandatory
JDCCP Statement of Costs (excel spreadsheet) J-12 New 08/26/11 Mandatory
Record Seal Letter J-13 New 07/22/16 Optional
* Juvenile Petition/Application (Prop. 64 – Health and J-14 New 11/2016 Optional
Safety Code § 11361.8(m) pursuant to Welfare and
Institutions Code § 778)
Prop 64 Juvenile Order After Petition/Application HS J-15 New 11/2016 Optional
11361.8(m)
*Declaration for Access to Juvenile Case File in J-16 New 01/01/17 Mandatory
Possession of Juvenile Court
Juvenile Infraction Minute Order J-17 New 03/21/17 Optional
Receipt of Juvenile Records J-18 New 05/07/19 Mandatory
Application for Psychotropic Medication (internal use J-19 New 05/07/19 N/A
only)
PROBATE
Ex Parte Order Appointing Court Investigator (Quest) P-1 Rev. 03/30/16 Mandatory
*Due Diligence Statement P-2 New 07/01/01 Optional
Ex Parte Order Appointing Court Investigator (Dept. of P-3 Rev. 07/06/12 Mandatory
Social Services - Relative
Petition to Inspect Adoption Records P-4 New 03/01/10 Optional
Certificate of Registration of Private Professional P-7 Rev. 07/01/07 Optional
Conservator
Ex-Parte Declaration and Order for Reimbursement P-10 Rev. 09/22/14 Optional
TRAFFIC
FTA Notice Infraction WS-SLT T-1 Rev. 04/13/18 Mandatory
FTP Notice Infraction WS-SLT T-2 Rev. 04/13/18 Mandatory
*Plea & Waiver for Infractions/Terms & Conditions of T-10 Rev. 09/10/05 Optional
Payment
Traffic School Sign Up T-13 Rev. 01/28/09 Optional
Traffic School Sign Up - SLT T-13a New 03/27/08 Optional
Traffic/Small claims docket T-14 Rev. 09/01/06 Optional

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EFFECTIVE Mandatory/
NAME OF FORM FORM # OR REVISED Optional
Subpoena Traffic/Small Claims T-15 Rev. 11/20/07 Optional
Trial by Written Declaration Decision T-16 New 09/14/16 Mandatory
*Notice of Motion to Modify or Set Aside Conviction T-17 Rev. 10/10/14 Mandatory
Traffic Docket T-18 Rev. 01/01/09 Optional
*Request for Court Trial, Plea of Not Guilty and T-19 Rev. 06/11/17 Mandatory
Advisement of Rights
Unable to Locate Citation T-20 New 02/02/12 Mandatory
*Request for Trial by Written Declaration T-21 Rev. 06/14/17 Mandatory
Softfile Data Input Transmittal Sheet T-22 New 06/03/13 Mandatory
Amnesty Program T-23 New 09/28/15 Mandatory
Citation Return form – West Slope (to citing agencies) TR- New 08/02/16 Optional
24WS
Citation Return form – So. Lake Tahoe (to citing TR- New 08/02/16 Optional
agencies) 24SLT
Correspondence Traffic – West Slope and SLT T-25 New 06/28/17 N/A
(internal use only)
*Request Adjudication Without an Appearance on a T-26 New 07/06/20 Optional
Traffic Citation or Other Infraction Citation
MISCELLANEOUS
*Declaration of Notice of Ex-Parte Application M-1 Rev. 04/08/14 Optional
Proof of Service by Mail M-2 Rev. 06/26/09 Optional
*Request to Set Uncontested Matter M-3 Rev. 11/20/07 Optional
Exemplification M-4 Rev. 01/26/12 Optional
Fax Request for Case Files Record Researchers M-5 Rev. 09/20/16 Optional
Fax Request for Case Numbers Record Researchers M-6 Rev. 05/2008 Optional
Declaration of Restrained Person Re: Firearms M-7 New 04/14/08 Optional
Unavailability of Subpoenaed Person M-15 New 08/01/06 Optional
File Return Letter M-16 Rev. 12/03/12 Optional
Collections Referral Form M-17 Rev. 01/25/08 Optional
Unable to Locate Case M-24 New 08/27/03 Optional
Child Custody Recommending Counselor Statement – M-25 New 06/2008 Optional
CLETS
Confidential Jury Info – to remain in file M-26 Rev. 03/10/15 Mandatory
Confidential Jury Info – sent to Jury Coordinator M-27 Rev. 03/02/09 Mandatory
Court Reporter Destruction Order M-28 New 06/01/09 Mandatory
Case File Certification M-29 New 08/07/09 Optional
Access Document Pickup form M-30 Rev. 10/19/12 Mandatory
Case Destruction form M-31 New 01/25/10 Optional
3rd Party Use of Facilities M-32 New 12/02/09 Mandatory
Transcript Order form M-33 Rev. 10/22/15 Optional
Case Dismissal M-34 New 09/23/10 Mandatory
Public Agency Fee Waiver Information Sheet M-35 New 06/20/11 Optional
Asset Tag Assignment M-36 New 10/01/11 Optional
Asset Transfer or Disposal M-37 New 10/01/11 Optional
Asset-Employee owned M-38 New 10/01/11 Optional
Stipulation to Waive Court Reporter M-39 New 12/01/11 Optional

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EFFECTIVE Mandatory/
NAME OF FORM FORM # OR REVISED Optional
*Request to Vacate or Reduce Civil Assessment M-40 Rev. 03/21/17 Mandatory
Juror Key M-41 New 04/08/13 Optional
Confidential Witness Key M-42 New 04/08/13 Optional
Juror Contact List M-43 New 04/08/13 Optional
Receipt for Return of Evidence M-44 New 04/08/13 Optional
Release of Subpoenaed Documents Receipt M-46 New 03/28/14 Optional
Interpreter M-47 Rev. 01/01/15 Mandatory
Ex-Parte Communication Return Letter M-48 New 05/06/15 Optional
Ex-Parte Communication Forward Letter M-49 New 05/06/15 Optional
Notice of Court’s Own Motion – RMD M-50 New 04/15/16 Mandatory
*Application and Order for Video Conference M-51 New 05/09/16 Optional
Appearance
*Request for Telephonic Appearance M-52 Rev. 05/16/17 Mandatory
Request for Copy Court Surveillance Video M-53 Rev. 02/22/17 Mandatory
*Request for Record Research and Copies M-55 Rev. 01/07/20 Optional
Juror Cancellation Notice for Employer - SLT M-56 New 04/28/17 Optional
Juror Cancellation Notice for Employer - WS M-57 New 04/28/17 Optional
Request for One Family One Judge Assignment M-58 New 10/01/19 Mandatory
Order Re: One Family One Judge Assignment M-59 New 10/01/19 Mandatory
Declaration of Authenticity of Electronically M-60 New 03/19/20 Optional
Transmitted Order/Document(s) (COVID-19 emergency
order)
*Jury Service Request to be Disqualified, Postponed, or M-61 New 05/29/20 Optional
Excused
*Online Facsimile Request for Copies (For Civil, M-62 New 01/27/21 Optional
Family Law, and Probate ONLY)
*Court Trial Exhibit List M-63 New 05/03/21 Optional

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LIST OF LOCAL FORMS BY FORM NAME

*before form name indicates form is accessible to the public via the web or other outside agencies
EFFECTIVE Mandatory/
NAME OF FORM FORM # OR REVISED Optional
3rd Party Use of Facilities M-32 New 12/02/09 Mandatory
Access Document Pickup form M-30 Rev. 10/19/12 Mandatory
*Addendum to Advisement, Waiver, and Pleas Form CR-131 Rev. 01/2012 Mandatory
Driver’s License Suspensions (Vehicle Code §§
13201.5, 13202.5, 13202.6)
Advisement of Firearm Prohibition CR-115 New 03/16/09 Mandatory
*Advisement of Rights, Waiver and Plea Form - Family F-109 New 04/18/17 Mandatory
Law Contempt
*Advisement of Rights, Waiver, and Plea Form CR-123 Rev. 01/2012 Mandatory
Deferred Entry of Judgment (Penal Code § 1000 et seq.)
*Advisement of Rights, Waiver, and Plea Form for CR-124 Rev. 01/2012 Mandatory
Felonies and/or Misdemeanors – Proposition 36 (Penal
Code § 1210 et seq.)
Amnesty Program T-23 New 09/28/15 Mandatory
*Application and Order for Video Conference M-51 New 05/09/16 Optional
Appearance
*Application and Order to Serve Summons by Posting C-29 New 10/30/06 Optional
for Unlawful Detainer
*Application for Order Shortening Time and Order F-86 New 11/15/04 Optional
Application for Psychotropic Medication (internal use J-19 New 05/07/19 N/A
only)
*Application for Real Property Equity Bond and CR-150 New 03/17/17 Mandatory
Declaration of Property Owner(s)
Application to Serve as Voluntary Attorney (ADR) C-38 New 07/15/09 Optional
Arraignment/OR Order CR-121 New 04/2007 Mandatory
Asset Tag Assignment M-36 New 10/01/11 Optional
Asset Transfer or Disposal M-37 New 10/01/11 Optional
Asset-Employee owned M-38 New 10/01/11 Optional
Authorization for Release of Confidential Information - F-93a Rev. 08/14/15 Mandatory
SLT
Authorization for Release of Confidential Information - F-93 Rev. 08/14/15 Mandatory
WS
Authorization to Release Information CR-156 New 01/01/18 Mandatory
Batterer’s Treatment Programs CR-002 Rev. 11/06/15 Mandatory
Behavioral Health Agreement CR-128 New 09/21/11 Mandatory
Behavioral Health Referral CR-129 New 09/21/11 Mandatory
Calendar Add On Request CR-021 Rev. 04/01/08 Mandatory
Case Destruction form M-31 New 01/25/10 Optional
Case Dismissal M-34 New 09/23/10 Mandatory
Case File Certification M-29 New 08/07/09 Optional
Case Management Conference Order C-17 Rev. 05/01/17 Optional
*Cash Bail Request Form CR-023 New 01/01/05 Optional
CCRC – Information Sheet F-17 Rev. 04/20/15 Optional
CCRC Confidential Report F-22 Rev. 08/25/14 Optional

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EFFECTIVE Mandatory/
NAME OF FORM FORM # OR REVISED Optional
CCRC Supplemental Questionnaire F-17b Rev. 03/01/14 Mandatory
Certificate of Adoption A-3 Rev. 01/23/07 Optional
Certificate of Registration of Private Professional P-7 Rev. 07/01/07 Optional
Conservator
Certificate of Satisfaction of Judgment C-11 Rev. 05/03/02 Optional
*Certification of Competency to Practice in Juvenile J-6 Rev. 09/15/16 Optional
Dependency Court
Child Abuse Prevention Programs CR-003 New 05/28/19 Mandatory
*Child Custody Recommending Counseling Client F-100 Rev. 08/23/16 Mandatory
Complaint Form
Child Custody Recommending Counseling Disclosure F-89 New 06/01/14 Optional
Statement
Child Custody Recommending Counselor Statement – M-25 New 06/2008 Optional
CLETS
Child Custody Visitation Stipulation F-94 New 07/23/14 Optional
Citation Return form – So. Lake Tahoe (to citing TR- New 08/02/16 Optional
agencies) 24SLT
Citation Return form – West Slope (to citing agencies) TR- New 08/02/16 Optional
24WS
Citation to Parent A-1 Rev. 05/03/02 Optional
Civil Bench Warrant C-10 Rev. 04/18/02 Optional
Civil Bench Warrant – Personal Information C-37 Rev. 04/14/14 Optional
Civil Notes/Orders after Ex Parte Application C-46 New 08/29/14 Optional
Civil Standby notice C-36 New 09/15/08 Optional
Clerk’s Certificate of Mailing re Mediation F-21 New 10/06/00 Optional
Collections Action
Collections Referral Form M-17 Rev. 01/25/08 Optional
Complex Fees Tracking sheet C-43 New 12/1/11 Optional
*Confidential Info Re: Pet. For Name Change - SLT C-2S Rev. 11/15/05 Mandatory
*Confidential Info Re: Pet. For Name Change – West C-2 Rev. 11/15/05 Mandatory
Slope
Confidential Jury Info – sent to Jury Coordinator M-27 Rev. 03/02/09 Mandatory
Confidential Jury Info – to remain in file M-26 Rev. 03/10/15 Mandatory
Confidential Witness Key M-42 New 04/08/13 Optional
Confidential Witness Key form CR-112 New 04/10/13 Mandatory
*Consent of Natural Parent to Adopt A-2 Rev. 03/04/02 Mandatory
*Consent of Parent A-5 Rev. 12/01/04 Mandatory
*Consent of Spouse of Adopting Party A-4 Rev. 09/25/01 Mandatory
Contract Counsel CR-135 New 07/12/12 Optional
Correspondence Traffic – West Slope and SLT (internal T-25 New 06/28/17 N/A
use only)
Court Order for Random Drug Testing F-75 New 09/01/00 Optional
Court Reporter Destruction Order M-28 New 06/01/09 Mandatory
*Court Trial Exhibit List M-63 New 05/03/21 Optional
CRCC Agreement and Recommendation F-98 New 08/25/14 Optional
CRCC Agreement regarding Child Custody F-96 Rev. 09/25/15 Optional

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EFFECTIVE Mandatory/
NAME OF FORM FORM # OR REVISED Optional
CRCC Confidential Report – One Parent F-95 New 08/25/14 Optional
CRCC Recommendation F-97 New 08/25/14 Optional
Criminal Addendum CR-022 New 07/19/05 Mandatory
Criminal Appearance Card CR-099 New 10/31/13 Optional
*Custody and Parenting Services Resource List F-101 Rev. 04/12/21 Optional
*Declaration for Access to Juvenile Case File in J-16 New 01/01/17 Mandatory
Possession of Juvenile Court
Declaration of Authenticity of Electronically M-60 New 03/19/20 Optional
Transmitted Order/Document(s) (COVID-19 emergency
order)
*Declaration of Judgment Debtor Regarding C-41 New 08/05/11 Optional
Satisfaction of Judgment (C.C.P. 116.850)
*Declaration of Notice of Ex-Parte Application M-1 Rev. 04/08/14 Optional
Declaration of Restrained Person re Firearms C-48 New 03/08/17 Optional
Declaration of Restrained Person Re: Firearms M-7 New 04/14/08 Optional
*Declaration Regarding Notice of Application for J-1 New 04/16/18 Optional
Telephonic Appearance
*Default Judgment Checklist C-25 Rev. 03/01/13 Optional
*Designation of American Indian Status C-40 New 07/14/11 Mandatory
*Dispute Resolution Conference Report C-3 Rev. 01/14/15 Mandatory
Diversion Program Referral Order CR-155 New 01/01/18 Mandatory
*Due Diligence Statement P-2 New 07/01/01 Optional
*DUI Advisement of Rights, Waiver, and Plea Form CR-127 Rev. 01/2012 Mandatory
(Vehicle Code § 23152)
*DUI Advisement of Rights, Waiver, and Plea Form CR-122 Rev. 01/2012 Mandatory
(Vehicle Code § 23153)
DUI Court Handbook CR-107 New 03/01/08 Optional
Employment Efforts Order F-74 New 07/31/00 Optional
Evaluation Form – Specific Crimes CR-149 Rev. 01/01/18 Mandatory
*Ex Parte Application and Declaration for Orders and F-27 New 01/13/14 Optional
Notice
Ex Parte Order Appointing Court Investigator (Dept. of P-3 Rev. 07/06/12 Mandatory
Social Services - Relative
Ex Parte Order Appointing Court Investigator (Quest) P-1 Rev. 03/30/16 Mandatory
Exemplification M-4 Rev. 01/26/12 Optional
Ex-Parte Communication Forward Letter M-49 New 05/06/15 Optional
Ex-Parte Communication Return Letter M-48 New 05/06/15 Optional
Ex-Parte Declaration and Order for Reimbursement P-10 Rev. 09/22/14 Optional
Expedited Limited Civil Collections Action
Family Court Services Information Sheet F-4 New 07/2002 Optional
*Family Law Information Sheet F-91 Rev. 06/05/14 Optional
Fax Request for Case Files Record Researchers M-5 Rev. 09/20/16 Optional
Fax Request for Case Numbers Record Researchers M-6 Rev. 05/2008 Optional
Felony Back Combo CR-134 Rev. 04/15/12 Optional
Felony Sentencing 1170(h)PC CR-133 New 01/17/18 Mandatory
File Return Letter M-16 Rev. 12/03/12 Optional

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EFFECTIVE Mandatory/
NAME OF FORM FORM # OR REVISED Optional
Financial Declaration J-10 Rev. 04/01/12 Mandatory
*Financial Responsibility Declaration J-4 New 10/01/03 Optional
FTA Notice Infraction WS-SLT T-1 Rev. 04/13/18 Mandatory
FTP Notice Infraction WS-SLT T-2 Rev. 04/13/18 Mandatory
*INFO on Ex Parte Policies and Procedures F-27 Rev. 03/17/14 Optional
INFO
*Information Regarding Property Bonds CR-150 New 03/17/17 Mandatory
INFO
Informed Consent for Mediation F-88 Rev. 06/01/14 Optional
Informed Consent for Mediation – Spanish F-88a Rev. 06/01/14 Optional
*Instructions Re: Financial Responsibility J-8 New 08/26/11 Optional
Interpreter M-47 Rev. 01/01/15 Mandatory
Issues for Trial F-19 Rev. 04/2010 Optional
JDCCP Statement of Costs (excel spreadsheet) J-12 New 08/26/11 Mandatory
Judgment Check List F-26 New 04/10/01 Optional
Juror Cancellation Notice for Employer - SLT M-56 New 04/28/17 Optional
Juror Cancellation Notice for Employer - WS M-57 New 04/28/17 Optional
Juror Contact List M-43 New 04/08/13 Optional
Juror Key M-41 New 04/08/13 Optional
*Jury Service Request to be Disqualified, Postponed, or M-61 New 05/29/20 Optional
Excused
Juvenile Infraction Minute Order J-17 New 03/21/17 Optional
*Juvenile Petition/Application (Prop. 64 – Health and J-14 New 11/2016 Optional
Safety Code § 11361.8(m) pursuant to Welfare and
Institutions Code § 778)
Law Enforcement Gun Dealer’s receipt of firearms CR-104 New 04/14/08 Mandatory
Local Provider form CR-116 Rev. 12/18/15 Mandatory
Mandatory Settlement Conference Order C-49 Rev. 07/10/17 Optional
Memorandum – Request to Vacate Hearing SLT F-87a New 04/23/15 Optional
Memorandum – Request to Vacate Hearing WS F-87 Rev. 04/23/15 Optional
*Misdemeanor Advisement Rights, Waiver, and Plea CR-130 Rev. 01/2012 Mandatory
Form
MSC Report F-90 New 03/26/12 Optional
Murder Advisement CR-106 New 01/01/05 Mandatory
Non-Professional Supervisor F-105 New 04/07/16 Mandatory
Notes/Orders After Ex Parte Application F-20 New 10/06/00 Optional
Notice of 1st Status Conference – South Lake Tahoe F-103a New 01/28/16 Mandatory
Notice of 1st Status Conference – West Slope F-103 New 01/28/16 Mandatory
Notice of Case Assignment – (SLT) C-1S Rev. 05/20/13 Mandatory
Notice of Case Assignment – West Slope C-1 Rev. 05/20/13 Mandatory
Notice of Court’s Own Motion – RMD M-50 New 04/15/16 Mandatory
Notice of Entry of Judgment on Verdict C-9 Rev. 01/23/07 Optional
Notice of Mandatory Settlement Conference C-21 New 10/12/04 Optional
*Notice of Motion and Motion for Order C-35 New 05/22/08 Optional
*Notice of Motion to Modify or Set Aside Conviction T-17 Rev. 10/10/14 Mandatory
Notice of MSC & Trial Setting F-79 New 09/18/00 Optional

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EFFECTIVE Mandatory/
NAME OF FORM FORM # OR REVISED Optional
Notice of Trial – Expedited Limited Civil C-22 New 10/12/04 Optional
Notice re: 366.26/Writ J-5 New 07/24/03 Optional
Notice To File Dismissal and/or OSC West Slope C-23 Rev. 07/17/14 Optional
*Notice to Litigants – Civil Trial Delay Reduction and C-13 Rev. 01/14/15 Mandatory
Alternative Dispute Resolution
Notification of Appeal Rights J-4a New 07/24/03 Optional
O/R release form CR-113 Rev. 04/09/18 Mandatory
*Office of the Child Custody Recommending F-17a Rev. 02/06/20 Mandatory
Counseling (CCRC) Questionnaire - Confidential
*Online Facsimile Request for Copies (For Civil, M-62 New 01/27/21 Optional
Family Law, and Probate ONLY)
Order (Special Master) F-76 New 07/31/00 Optional
Order After Hearing on Petition for Resentencing CR-139 New 03/21/13 Optional
Order Appointing Counsel for Minors F-72 New 07/31/00 Optional
*Order Approving Property Bond CR-152 New 03/17/17 Mandatory
Order Denying Petition for Resentencing w/o Hearing CR-136 New 03/21/13 Optional
Order Dismissing Fines and Fees (CCC Graduates) CR-158 New 07/26/19 Optional
Order for Reimbursement Court Appointed Counsel FL-85 Rev. 05/12/14 Optional
Fees
Order for Repayment of Costs of Legal Services J-11 New 08/26/11 Mandatory
Order for Search F-82 New 03/17/04 Optional
Order on Request to Vacate Restraining Order F-10b New 03/2005 Mandatory
Order Re: One Family One Judge Assignment M-59 New 10/01/19 Mandatory
*Order Re: Telephonic Appearance J-2 New 04/16/18 Optional
Order to Appear for Financial Evaluation J-7 New 08/26/11 Mandatory
Order to Show Cause re: Failure to File Default C-33 Rev. 01/01/12 Optional
Judgment (collection case)
Order to Show Cause re: Failure to File Proof of Service C-32 Rev. 01/01/12 Optional
(collection case)
Order to Show Cause re: Failure to Pay Sanctions C-24 Rev. 07/22/14 Optional
Order to Show Cause re: Violation of Condition CR-142 New 04/04/14 Optional
Order: Referral to Child Custody Recommending F-2a Rev. 03/26/14 Mandatory
Counselor - SLT
Order: Referral to Child Custody Recommending F-2 Rev. 06/06/12 Mandatory
Counselor - WS
Own Recognizance Release Agreement CR-157 New 10/19/18 Mandatory
*Parent-Child Supervision Guidelines F-25 New 01/17/01 Optional
Petition for Authorization to Inspect Records A-6 Rev. 01/2012 Optional
Petition for Resentencing CR-138 New 03/21/13 Optional
Petition to Inspect Adoption Records P-4 New 03/01/10 Optional
*Petition/Application Adult Crime(s) (Health and Safety CR-146 New 11/2016 Optional
§ 11361.8)
*Petition/Application for Resentencing or Dismissal for CR-145 New 11/14/16 Information
Redesignation or Dismissal/Sealing Information and al
Instructions
*Plea & Waiver Felony CR-017 Rev. 06/03/14 Optional

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EFFECTIVE Mandatory/
NAME OF FORM FORM # OR REVISED Optional
*Plea & Waiver for Infractions/Terms & Conditions of T-10 Rev. 09/10/05 Optional
Payment
*Plea and Waiver (Felony) CR-117 Rev. 11/08/19 Mandatory
Plea in Absentia CR-109 New 05/23/08 Mandatory
Pretrial Diversion Sentencing Order CR-120 Rev. 01/31/18 Mandatory
Prior Conviction Notice CR-143 New 07/30/14 Optional
Prison Work Sheet CR-153 New 09/28/17 Mandatory
*Pro Tem Claim and Order for Compensation AC-01 Rev. 01/01/19 Optional
Probation Sentencing Order CR-119 Rev. 05/01/18 Mandatory
*Promissory Note CR-151 New 03/17/17 Mandatory
Proof of Sale or Turning in of Firearms CR-105 Rev. 03/16/09 Mandatory
Proof of Service by Mail M-2 Rev. 06/26/09 Optional
*Proof of Service Petition/Application, Adult Crime(s) CR-148 New 11/2016 Optional
Prop 63 Assignment to Probation CR-154 New 01/01/18 Mandatory
Prop 64 Juvenile Order After Petition/Application HS J-15 New 11/2016 Optional
11361.8(m)
Prop 64 Order for Petition/Application Adult Crimes HS CR-147 New 11/2016 Optional
11361.8
Public Agency Fee Waiver Information Sheet M-35 New 06/20/11 Optional
Receipt for Return of Evidence M-44 New 04/08/13 Optional
Receipt of Juvenile Records J-18 New 05/07/19 Mandatory
Recommendation re: Ability to Repay Costs J-9 New 08/26/11 Mandatory
Record Seal Letter J-13 New 07/22/16 Optional
Release of Subpoenaed Documents Receipt M-46 New 03/28/14 Optional
Remand Form – D7 CR-111 New 09/01/08 Mandatory
*Request Adjudication Without an Appearance on a T-26 New 07/06/20 Optional
Traffic Citation or Other Infraction Citation
*Request and Order for Free Service of Orders C-30 Rev. 08/16/16 Optional
*Request for Child Custody Recommending Counseling F-102 New 08/17/15 Mandatory
Telephonic Appearance
Request for CLETS Criminal History F-99 New 01/05/15 Mandatory
*Request for CLETS Search F-82a New 11/01/04 Optional
Request for Copy Court Surveillance Video M-53 Rev. 02/22/17 Mandatory
*Request for Court Trial, Plea of Not Guilty and T-19 Rev. 06/11/17 Mandatory
Advisement of Rights
*Request for Hearing on Order for Reimbursement of F-104 New 02/05/16 Mandatory
Court Attorney Fees
Request for One Family One Judge Assignment M-58 New 10/01/19 Mandatory
*Request for Record Research and Copies M-55 Rev. 01/07/20 Optional
*Request for Status Trial Setting Conference (Family F-6 New 02/16/21 Optional
Law – South Lake Tahoe)
*Request for Status Trial Setting Conference (Family F-5 Rev. 03/01/21 Optional
Law – West Slope)
*Request for Telephonic Appearance M-52 Rev. 05/16/17 Mandatory
*Request for Trial by Written Declaration T-21 Rev. 06/14/17 Mandatory
*Request to Set Uncontested Matter M-3 Rev. 11/20/07 Optional

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EFFECTIVE Mandatory/
NAME OF FORM FORM # OR REVISED Optional
*Request to Vacate Criminal Protective Order CR-020 Rev. 06/17/15 Mandatory
Request to Vacate Criminal Protective Order CR-114 New 03/09/09 Mandatory
*Request to Vacate or Reduce Civil Assessment M-40 Rev. 03/21/17 Mandatory
*Request to Vacate Restraining Order F-10a Rev. 06/10/11 Mandatory
*Reserved Issues Judgment Checklist F-15 New 07/01/18 Optional
Settlement Conference Order F-81 New 11/20/03 Optional
Small Claims Information Sheet C-26 Rev. 01/01/12 Optional
Small Claims Information Sheet - Spanish C-28 Rev. 10/04/11 Optional
Softfile Data Input Transmittal Sheet T-22 New 06/03/13 Mandatory
Special Conditions for Sex Offenders Recommendation CR-144 New 07/21/16 Mandatory
and Order
State Prison Commitment Information form CR-118 Rev. 06/2014 Mandatory
*Statement of Issues, Contentions, and Proposed F-92 Rev. 02/16/21 Optional
Disposition of the Case
*Status Conference Order F-18 New 07/01/18 Optional
*Status Only Judgment Checklist F-16 New 07/01/18 Optional
Stipulation – one page (white) F-14 Rev. 02/10/10 Optional
*Stipulation & Order Re: Custody Evaluations F-71 New 07/31/00 Optional
*Stipulation & Order Re: Private Mediation F-70 New 07/31/00 Optional
*Stipulation and Order (Family Law) F-83 New 05/01/04 Optional
*Stipulation and Order F-3 New 07/01/95 Optional
Stipulation and Order for Appointment of Judge Pro F-9 New 07/01/95 Optional
Tem
*Stipulation and Order for Bifurcation F-7 New 07/01/95 Optional
*Stipulation and Order for Telephonic Appearance F-80 Rev. 08/06/08 Optional
*Stipulation and Order to Participate in Alternative C-45 New 07/01/13 Optional
Dispute Resolution (ADR)
Stipulation for Appointment of Court Commissioner F-9a Rev. 03/23/12 Optional
Stipulation of Parties C-27 no date Optional
*Stipulation or Marital Settlement Agreement Judgment F-13 New 07/01/18 Optional
Checklist
Stipulation re: Jury Instructions C-47 New 09/12/14 Optional
Stipulation to Waive Court Reporter M-39 New 12/01/11 Optional
*Stipulation to Waive Final Disclosure (Family Code § F-26a New 05/06/03 Optional
2105[c])
Subpoena Traffic/Small Claims T-15 Rev. 11/20/07 Optional
Supervised Visitation Referral Form F-108 New 04/01/18 Mandatory
Supplemental Agreement to DUI Waiver of Rights CR-103 New 02/01/08 Mandatory
*Supplemental to DUI Plea Agreement CR-159 New 08/10/20 Mandatory
Support Person for Victims of DV Information and F-106 New 10/24/16 Optional
Agreement
Tax Intercept Notice CR-110 New 08/08/08 Optional
*Technical Default Judgment Checklist F-12 New 07/01/18 Optional
Therapeutic Supervised Visitation Referral & Order F-1 New 12/01/01 Optional
Traffic Docket T-18 Rev. 01/01/09 Optional
Traffic School Sign Up T-13 Rev. 01/28/09 Optional

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EFFECTIVE Mandatory/
NAME OF FORM FORM # OR REVISED Optional
Traffic School Sign Up - SLT T-13a New 03/27/08 Optional
Traffic/Small claims docket T-14 Rev. 09/01/06 Optional
Transcript Order form M-33 Rev. 10/22/15 Optional
Trial by Written Declaration Decision T-16 New 09/14/16 Mandatory
Trial Readiness Checklist C-16 Rev. 07/01/04 Optional
*True Default Judgment Checklist F-11 New 07/01/18 Optional
UD Notice of Restricted Access C-42 New 09/21/11 Mandatory
Unable to Locate Case M-24 New 08/27/03 Optional
Unable to Locate Citation T-20 New 02/02/12 Mandatory
Unavailability of Subpoenaed Person M-15 New 08/01/06 Optional
Verification – Name Change C-31 New 04/2007 Optional
Veteran’s Court Referral CR-132 Rev. 09/18/14 Mandatory
Victim Restitution CR-140 New 01/13/14 Optional
Violation of Probation/Criminal Justice Realignment CR-141 New 03/25/14 Optional
Waiver and Disclosure Form F-107 New 12/15/17 Mandatory
*Waiver of Defendant’s Personal Presence (PC § 977) CR-108 New 05/19/08 Optional
Waiver of Disqualification F-23 New 12/20/00 Optional
Waiver of Personal Appearance for Resentencing CR-137 New 03/21/13 Optional

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