All fees shall be paid and all pleadings and papers shall be filed with the Clerk, before they will be considered by the Court.

(Adopted 1-1-86; Renumbered from Rule 1.0025, 8-1-11, effective 1-1-12)

Restriction on Taking.  No papers, documents or exhibits on file in the office of the Clerk of this Court shall be allowed to be taken from the custody of the Clerk except as hereinafter provided.

As sessions of the superior court are held in locations other than the county seat, pursuant to Code of Civil Procedure § 198.5 the names for master jury lists and qualified jury lists to serve in a session may be selected from t...he area in which the session is held, pursuant to a local rule that divides the county in a manner that provides all qualified persons in the county an equal opportunity to be considered for jury service.

If, after the commencement of jury selection, the number of jurors in a court region shall prove insufficient for the jury trial, the Presiding Judge must provide approval for the transfer of jurors between regions.

(Added 10-3...0-99; effective 1-1-00; amended 4-25-03, effective 7-1-03; Renumbered from Rule 1.0056, 8-1-11, effective 1-1-12; amended 4-24-15, effective 7-1-15)

Parties must request an interpreter with as much advance notice as possible to ensure that an interpreter will be available. A minimum of forty-eight (48) hours (two business days) notice is required for Spanish and Sign language ...and five (5) business days for all other languages.

Documents or audiotapes in a language other than English that will be submitted into evidence or used in a proceeding should be translated or transcribed prior to the hearing. 

(Adopted 1-1-86; Amended 10-16-98, effective 1-1-9...9; Renumbered from Rule 1.0060, 8-1-11, effective 1-1-12; amended 5-3-19, effective 7-1-19)

Communication and coordination regarding Protective Orders and child custody and visitation orders:
1.At any hearing involving a Protective Order, child custody, visitation or guardianship, all parties or their attorneys must inf...orm the judicial officer of any preexisting Protective Order, or order regarding child custody and visitation that involves any party to the case pending before the Court.  The parties or their attorneys must also provide the court with a copy of any such preexisting orders, and must update the Court regarding the status of all such orders at any subsequent hearings, should the status of the preexisting orders change.

2.Before issuing a Protective Order, the issuing Court shall make reasonable efforts to determine whether there are minor children of the relationship between the victim and the restrained person, and shall review available databases to determine whether there are existing orders, including custody and/or visitation orders, involving the defendant/restrained person, the victim/protected person, and/or the minor children. The issuing Court shall also consider whether peaceful contact with the protected person(s) should be allowed so the restrained person may have custody of and/or visitation with the minor children. In setting the terms of the Protective Order, the issuing Court may consider the existence and/or terms of any child custody or visitation orders involving the minor children co-parented by the protected person(s) and the defendant/restrained person.

3.Before setting terms of child custody or visitation, the family, juvenile or probate court setting such terms shall make reasonable efforts to determine whether any person seeking custody or visitation is subject to a Protective Order involving a co-parent or another person seeking custody/visitation, and/or the children. The family, juvenile, or probate court setting such terms shall also make reasonable efforts to determine whether there are pre-existing custody or visitation orders involving the children.

4.The Court shall maintain a procedure to be used when a request for a Protective Order is filed, to help determine whether the party to be restrained is involved in other cases involving Protective Orders or custody or visitation orders.  This internal Court procedure is not a substitute for the requirement that the parties inform the Court of preexisting orders involving any party to the newly filed case pending before the Court.

Any order permitting contact between the restrained person and their child(ren) shall comply with Cal. Penal Code Section 136.2(f)(1) and (2), and Cal. Family Code Section 3100.    

(Adopted 4-20-18, effective 7-1-18; Amended 5...-7-21, effective 7-1-21) 

Structured Settlement. If the petition for approval of a claim under Section 3500(b) of the Probate Code relates to a structured settlement calling for future periodic payments, the petition shall state the cost of the annuity. 
...
(Adopted 1-1-86; Amended 4-4-92, effective 7-1-92; Amended 4-1-95, effective 7-1-95; Amended effective 7-1-07; Renumbered from Rule 1.0070, 8-1-11, effective 1-1-12)

Entry of costs and fees
No entries of the particular amounts of costs and fees shall be made by alterations or additions on the face of a judgment.  No party shall propose to amend a judgment solely to reflect the entry of the am...ount of any costs or fees.  The entry of costs and fees shall be in accordance with the provisions of Code of Civil Procedure section 685.090, California Rules of Court rules 8.104 and 8.751 describing what constitutes entry, and any other applicable provision of law.  In cases where a party is entitled to costs because a motion to tax or strike a cost memo was not brought, such costs shall be deemed entered upon the expiration of the time for making the motion.  The party entitled to such costs may file and serve a "notice of entry" of such costs.  If requested by any party, costs and fees that the judgment creditor is entitled to collect shall be reflected in any abstract of judgment, writ of execution, writ of possession, or other appropriate post judgment forms issued by the clerk.

(Adopted effective 7-1-07; Renumbered from Rule 1.0086, 8-1-11, effective 1-1-12)

Prior to expiration of time for appeal, "exhibits" and/or "lodged documents" shall not be released to attorneys or any other parties without order of the Court. 

(Added 4-25-98, effective 7-1-98; amend. 10-17-98, effective 1-1-...99; Renumbered from Rule 1.0092, 8-1-11, effective 1-1-12)

On July 1, 1992, the Executive Officer/Clerk shall assume responsibility for management of the Revenue and Recovery Unit (now called Enhanced Collections Division) presently assigned to the County Executive Office.  Also, on this ...date, the Executive Officer/Clerk shall assume responsibility for the collection of all fines ordered in criminal proceedings.

A.Effective July 1, 1992, all fines ordered on criminal matters as a part of Terms and Conditions of Probation shall be ordered paid to the Clerk of the Court.
B.The Probation Officer and Executive Officer/Clerk shall establish procedures to insure the Court is properly informed of compliance or failures to comply with the payment of court ordered fines. 

(Added 4-25-98; effective 7-1-98; moved from Title 7 (Rule 7.0039) 10-17-98, effective 1-1-99; Renumbered from Rule 1.0210, 8-1-11, effective 1-1-12)

If an in custody defendant at the time of their arraignment requests court appointed counsel at public expense, their custodial status shall constitute a prima facie showing of their indigency.  No further showing pursuant to para...graph A, above, need be made.  However, this appointment is deemed conditional and upon the release of the defendant, or upon request of appointed counsel or the court, they shall be required to fully comply with this rule, no later than their next court appearance.

Failure to comply with this subsection shall be sufficient ground for denial of court appointed counsel at public expense.  

(Adopted 1-1-86; Amended 10-23-93, effective 1-1-94; moved from Title 7 (Rule 7.0040) 10-17-98, effective 1-1-99; Renumbered from Rule 1.0215, 8-1-11, effective 1-1-12; amended 5-7-21, effective 7-1-21)

A party requesting an order directing that a summons, citation or notice be served by publication must make such request by submitting an Application for Order for Publication Riverside Superior Court form, approved for mandatory ...use and available from the clerk of court.  Failure to use the mandatory court form may result in the rejection of the application.

(Adopted 11-7-12, effective 1-1-13)

Except as otherwise provided herein, these Local Rules in Title 3, Division 1, Civil Case Management shall apply to all general civil cases as set forth in California Rules of Court 3.712(a) that are filed on or after January 1, 2...009.  In addition, they shall apply to general civil cases filed prior to that, as ordered by the Court.  

(Added 11-9-87, effective 1-1-88; Moved to Title 1 (Rule 1.0200) 10-17-98, effective 1-1-99; reinstated and amended 10-18-02, effective 1-1-03; amended 10-24-08, effective 1-1-09; Moved from Title 11 and renumbered from Rule 11.0010, 8-1-11, effective 1-1-12; amended 10-15-13, effective 1-1-14)

Unless otherwise specified in the Order to Show Cause, any response in opposition to an Order to Show Cause (a) shall be in the form of a written declaration and (b) shall be filed no less than five court days before the hearing o...n the Order to Show Cause. The Court may find the failure to file a timely declaration to constitute an admission by the responding party that there are no meritorious grounds on which to oppose the action that is the subject of the Order to Show Cause. In that event, the Court may vacate the hearing and issue any order consistent with that admission. 

(Adopted 5-13-13, effective 7-1-13; amended 4-24-14, effective 7-1-14; amended 10-27-17, effective 1-1-18; amended 5-7-21, effective 7-1-21)

Pursuant to Code of Civil Procedure section 1010.6, subdivision (d), in all limited and unlimited civil actions, including unlawful detainers, parties represented by counsel must file documents electronically. Electronic filing is... available to but not required for self-represented litigants. In civil cases involving both represented and self-represented parties or other persons, parties or other persons who are represented must file documents electronically, but shall serve self-represented parties or persons by non-electronic means unless the self-represented party or person affirmatively agrees otherwise. 

The electronic filing of documents must be submitted using electronic filing service providers. Electronic service provider information is available on the Court's website at https://www.riverside.courts.ca.gov/FormsFiling/EFiling/civil-efiling.php.
If a party who has been granted a fee waiver files electronically, that party is exempt from the court fees associated with electronic filing.

Any party or other person required to file documents electronically under this rule may be excused from this requirement by the department to which the case is assigned upon a showing of undue hardship or significant prejudice.

Pursuant to California Rules of Court, rule 2.111(1), all documents filed with the court shall list the email address of counsel, or of the self-represented party on the first page. For purposes of electronic service, this email address will be deemed to be the proper email address for service subject to the provisions set forth in Code of Civil Procedure section 1010.6, subdivision (d).

Any document received electronically by the court between 12:00 a.m. and 11:59:59 p.m. shall be deemed to have been filed on that court day if accepted for filing. Any document received electronically on a non-court day is deemed to have been filed on the next court day if accepted for filing. (Cal. Rules of Court, rule 2.253(b)(6); Code Civ. Proc. § 1010.6(b)(3).) For purposes of this rule, filing occurs at the time the document is received by the court and a confirmation of receipt is created. (Cal. Rules of Court, rule 2.259(a)(1) & (c).) This provision concerns only the method and effective date of filing; any document that is electronically filed must satisfy all other legal filing deadlines and requirements. This rule does not affect the timing requirements for any documents that must be filed by a set time on the due date. If a document is exempt from electronic filing, the original documents must be filed in the Clerk's Office by the close of business on a court day.

(Adopted 11-7-12, effective 1-1-13; amended 10-15-13, effective 1-1-14; rule is temporarily suspended 5-12-14, effective 7-1-14; amended 11-5-21, effective 1-1-22)

When a plaintiff or cross-complainant names a defendant or cross-defendant by a fictitious name pursuant to Code of Civil Procedure section 474, and thereafter learns the party's true name, the plaintiff or cross-defendant shall p...romptly amend the complaint or cross-complaint by filing Riverside Superior Court local form RI-CI035, Amendment to Complaint / Cross Complaint. No motion or ex parte application shall be noticed.

(Adopted 4-29-16, effective 7-1-16)

After an action is removed to federal court, remand is effected when the federal court clerk sends a certified copy of the order on remand to the clerk of the superior court.

The only document the superior court receives from t...he federal court is a copy of the order of remand.  Accordingly, within 30 days of the filing of the order of remand, each party shall file a declaration describing the material pleadings that party filed in the federal action and the pertinent orders or rulings entered in the federal action.  Certified copies of all such pleadings and papers shall be attached as exhibits to the declaration.

A case management conference or trial setting conference will be scheduled within 45 days of the filing of the order of remand or within a time ordered by the court.

(Adopted 10-15-13, effective 1-1-14)

(Adopted 1-1-86; amended 11-9-87, effective 1-1-88; amended 10-21-89, effective 1-1-90; amended 10-27-90, effective 1-1-91; amended 11-7-92, effective 1-1-93; amended 10-23-93, effective 1-1-94; amended 4-16-94, effective 7-1-94; ...amended 10-17-98, effective. 1-1-99; amended 10-18-02, effective 1-1-03; CRC number corrected 1-1-07; phone number eliminated 7-6-09; Moved from Title 11 and renumbered from Rule 11.0110, 8-1-11, effective 1-1-12; repealed 10-15-13, effective 1-1-14)

When an action is designated as a complex case by plaintiff in a Civil Case Cover Sheet pursuant to California Rules of Court, rule 3.401, the court shall set an Initial Case Management Conference as provided by California Rules o...f Court, rule 3.750 within 60 days after the filing of the complaint. Plaintiff must serve the complaint and Notice of Initial Case Management Conference on all defendants no later than 30 days prior to the conference. Discovery shall be stayed pending further order of the court. 

The parties shall meet and confer prior to the conference to discuss the items specified in California Rules of Court, rule 3.750(a) and prepare a joint statement of matters agreed upon, matters upon which the court must rule at the conference, and a description of the major legal and factual issues involved in the litigation. The joint statement shall be filed no later than five (5) court days before the conference. 

At the conference, the court shall make its determination whether the action is a complex case as required by California Rules of Court, rule 3.403.

This rule covers petitions for writs of review, mandate and prohibition filed in the civil division of the superior court. It does not apply to petitions for extraordinary relief filed in the appellate division or the criminal div...ision of the superior court.

In actions seeking prohibition or mandamus relief, it is not necessary to obtain an alternative writ. The motion procedure, pursuant to e.g. Civil Procedure Code section 1094, California Rules of Court, rule 3.1103(a)(2), is prefe...rred but no motion may be set without prior court approval as set forth below. 

The court will schedule a status conference within 60 days of the filing of the petition to facilitate the use of the motion procedure and promote the efficient and timely resolution of the case. Petitioner must provide notice of the status conference on all parties at least 15 days before the conference. 

At the conference, the parties must be prepared to address the following issues: whether all parties have been served, whether any additional parties may be added or the pleadings amended, the deadline for filing any remaining pleadings and service of additional parties, in connection with a mandamus petition, whether the petition seeks traditional mandamus or administrative mandamus, whether an administrative record will be necessary, the estimated time within which such record will be available, and an appropriate briefing schedule and hearing date. 

The opening brief and moving papers should not be filed until the court provides the parties with a briefing schedule and a hearing date. An order providing a briefing schedule and hearing date eliminates the need for a formal motion and notice of motion. 

In actions that require an administrative record, the record must be lodged with the court 30 days before the hearing. 

Cases shall be designated as "General Civil-U M" if they are actions for damages which are principally being sought under the uninsured motorist coverage of the plaintiff's auto insurance policy.  Any complaint designated General ...Civil-U M shall be accompanied by a declaration by plaintiff; or if represented by plaintiff's attorney, a statement for the basis of such designation.

Two hundred-forty (240) days after such a complaint has been filed a Status Conference shall be set unless: 

1.A declaration has been filed by plaintiff stating that the case is being settled, or

2.A declaration has been fil...ed by plaintiff stating that a demand for arbitration has been made pursuant to the terms of the applicable policy of insurance, and recites the status of the arbitration proceeding.

If coverage is denied in any responsive pleading to a complaint designated General Civil-U M or if any plaintiff seeks to add new parties, the case shall be immediately redesignated by the Clerk as General Civil and a Case Managem...ent Conference date will be set forthwith.

(Added, effective 1-1-89; amended 10-27-90, effective. 2-1-99; amended. 10-23-93, effective. 1-1-94; amended 10-17-98, effective. 1-1-99; amended 10-18-02, effective 1-1-03; Moved from Title 11 and renumbered from Rule 11.0145, 8-1-11, effective 1-1-12)

In default cases in which attorney's fees are awardable, the court may consider the following schedule, but shall not be bound by it:

Attor...ney Fee Schedule Chart


(Adopted 1-1-86; amended 4-1-95, effective 7-1-95; amended 4-20-96, effective 7-1-96; amended 4-19-97, effective 7-1-97; amended 4-25-98, effective 7-1-98; amended 10-30-99, effective 1-1-00; amended 10-28-06, effective 1-1-07; Moved from Title 1 and Renumbered from Rule 1.0065, 8-1-11, effective 1-1-12; amended 4-30-20, effective 7-1-20)

Issuance.  The issuance of a writ of execution shall be made only upon order of the Court.

(Adopted 1-1-86; Moved from Title 1 and Renumbered from Rule 1.0080, 8-1-11, effective 1-1-12)

Types of Consolidation	
1.	The only types of consolidation recognized by the Court are (a) a consolidation for all purposes and (b) a consolidation for trial only.  (Code Civ. Proc., §. 1048, subd. (a); Hamilton v. Asbestos ...Corp. (2000) 22 Cal.4th 1127, 1148.)  
2.	A consolidation for all purposes results in the separate actions being merged into a single proceeding and prosecuted thereafter under a single case number.  Generally, the claims and defenses pled in all the consolidated cases are tried in a single trial, resulting in one verdict or one statement of decision, and one judgment being rendered. However, the Court has the discretion to order separate trials of claims when appropriate (Code Civ. Proc., § 1048, subd. (b)), which may result in separate judgments.
3.	In a consolidation for trial, the actions continue to be prosecuted separately until the joint trial.  After the trial, separate verdicts, statements of decision and judgments are issued. 
4.	The Court is not aware of any authority for consolidation only for purposes of discovery.  However, the parties to factually related cases may stipulate that all discovery in any of the related cases shall be deemed to have been propounded and answered in all of the cases, so long as the discovery requests and responses are served on all parties in all cases.

Contents of a Motion for Consolidation
A motion for consolidation shall:
1.	Clearly identify the common issues of fact or law that justify consolidation under Code of Civil Procedure section 1048, subdivision (a); 
2.	Describe ...the extent to which the cases either do or do not: (a) involve the same property, contract, or event; (b) name the same plaintiffs, defendants, or other parties; and (c) allege the same causes of action; and
3.	Describe the extent to which the parties are or are not represented by the same counsel.

The Court finds that it is in the best interest of civil litigants to participate in alternatives to traditional litigation and trial at the earliest appropriate date. Therefore, the Court elects to participate in mandatory court-...ordered mediation and judicial arbitration for eligible cases as specified below. For all other long cause general civil actions the Court expects litigants to participate in an Alternative Dispute Resolution (ADR) process before requesting a trial date and to participate in a settlement conference prior to trial.

(Adopted 11-9-09, effective 1-1-10; Moved from Title 4 and renumbered from Rule 4.0000, 8-1-11, effective 1-1-12)

Court-Ordered Mediation: The Court elects to participate in mandatory court-ordered mediation and adopts Title 11.6 of Code of Civil Procedure (CCP) §§ 1775 through 1775.15 (Civil Action Mediation) and CRC Rules 3.890 - 3.898. T...his chapter applies to court-ordered mediations conducted by Civil Mediation Panel members. 

The mandatory ADR forms and procedures are set forth on the Court's ADR  website: http://riverside.courts.ca.gov/adr/adr.shtml

(Adopted 1-1-86; Amended 10-...23-93, eff. 1-1-94; amended 4-1-95, eff. 7-1-95; amended 10-17-98, eff. 1-1-99; area code corrected 1-1-05; amended 10-26-07, effective 1-1-08; amended 11-9-09, effective 1-1-10; Moved from Title 4 and renumbered from Rule 4.0010, 8-1-11, effective 1-1-12; amended 5-4-12, effective 7-1-12; amended 4-24-15, effective 7-1-15)

Nothing herein shall prevent a party from seeking sanctions against another party for any act or omission arising from failure to comply with local rules or California Rules of Court regarding mediation, including failure, without... good cause, to attend all mediation sessions in person with full settlement authority.

Sanctions may include, but are not limited to, monetary fines and penalties, reasonable attorneys' fees, dismissal of the action or proceeding or any part thereof, striking of all or any part of the pleadings, entry of judgment, a...nd/or any other penalties authorized by law. 

ADR COMMITTEE
The Court has established an ADR Committee in accordance with CRC, Rule 10.783 (b). The ADR Committee is responsible for overseeing the Court's ADR programs for general civil cases, including those prescribed for th...e Court's judicial arbitration program as specified in Rule 3.813 (b) of the California Rules of Court. 

ADMINISTRATION OF COURT ADR PANELS
The ADR Administrator maintains policies pertaining to the Civil Mediation Panel and Judicial Arbitration Panel and lists of panel members approved by the Court. 

A mediator who is not on the... Civil Mediation Panel and who is selected by the parties is not considered "recommended, selected, or appointed" by the Court within the meaning of CRC Rules 3.851 (a) (2) and 3.865, and will not be compensated by the Court for any mediation services performed. 

(Adopted 1-1-86; amended 10-21-89, effective 1-1-90; amended 11-17-92, eff. 1-1-93; amended 10-23-93, eff. 1-1-94; amended 4-1-95, eff. 7-1-95; amended 5-10-02, effective 7-1-02; amended 10-18-02, effective 1-1-03; amended 10-26-07, effective 1-1-08; amended 11-9-09, effective 1-1-10; Moved from Title 4 and renumbered from Rule 4.0015, 8-1-11, effective 1-1-12; amended 4-24-15, effective 7-1-15)

The Court shall determine on a case-by-case basis the suitability of a particular case for court-ordered mediation or judicial arbitration or whether the case is exempt from mandatory ADR.

The Court specifically exempts from co...urt-ordered mediation cases valued at $50,000 or more per case; complex, coordinated or consolidated cases; and short cause cases as defined in Rule 3.735 (a). Exempted non-complex cases valued between $50,001 and $75,000 may be ordered to court-ordered mediation upon stipulation of the parties pursuant to California Rule of Court 3.891(a)(2).

Counsel or self-represented parties not filings a timely Case Management Statement waive the right to participate in the selection of judicial arbitration or court-ordered mediation.

Whenever the Court orders judicial arbitration or court-ordered mediation, it will set the date for completion.

(Deleted 4-17-99, eff. 7-1-99; new rule adopted 10-26-07, effective 1-1-08; amended 11-9-09, effective 1-1-10; Moved from Title 4 and renumbered from Rule 4.0020, 8-1-11, effective 1-1-12; amended 4-24-15, effective 7-1-15; amended 11-5-21, effective 1-1-22)

Within five (5) days after the notice of assignment of the arbitrator for judicial arbitration or acceptance of the case by the mediator for court-ordered mediation, the plaintiff shall notify the arbitrator or mediator of at leas...t three (3) dates for the ADR session that are agreeable to all parties.

Except upon the agreement of all parties and the arbitrator for judicial arbitration or mediator for court-ordered mediation

1. The ADR session must not be set on Saturdays, Sundays or legal holidays.

2. The ADR session must... take place in appropriate facilities within the County of Riverside.

Judicial Arbitration: Requests for continuances of arbitration hearings shall comply with Rule 3.818 of the California Rules of Court. Such requests shall be submitted to the arbitrator at least 5 days prior to the scheduled date ...of hearing. 

Judicial arbitration awards shall be filed in accordance with Rule 3.825 of the California Rules of Court. 

Civil Mediation Panel mediators shall use the Mediator's Fee Statement, form RI-ADR07 (mandatory), to request payment for court-ordered mediations. Judicial Arbitration Panel arbitrators shall use the Arbitrator's Fee Stat...ement, form RI-ADR08 (mandatory), to request payment for judicial arbitrations. If the mediation or arbitration session does not take place because settlement was reached by the parties prior to the scheduled mediation or arbitration session, the mediator or arbitrator is not entitled to payment by the court. The mediator or arbitrator may be entitled to compensation from the parties of up to $150.00 total if the parties failed to provide timely notice of settlement and cancelation without good cause, pursuant to Local Rules 3211 and 3230. 

(Added 10-21-89, effective 1-1-90; amended 11-7-92, effective 1-1-93; amended 10-26-07, effective 1-1-08; amended 11-9-09, effective 1-1-10; amended 4-21-10, effective 7-1-10; Moved from Title 4 and renumbered from Rule 4.0028, 8-1-11, effective 1-1-12; amended 5-4-12, effective 7-1-12; amended 4-24-15, effective 7-1-15; amended 5-7-21, effective 7-1-21)

Notice of Cancelation for Any Reason

Any party, attorney, or person necessary for the mediation, arbitration or other mandatory ADR session to proceed to meaningful conclusion must give the mediator, arbitrator or other ADR neu...tral involved in the case, and all other persons scheduled to attend a judicial arbitration, court-ordered mediation or other mandatory ADR session at least two (2) days notice that they will not be attending the session. 

(Adopted 1-1-86; CRC number corrected 1-1-07; amended 10-26-07, effective 1-1-08; amended 11-9-09, effective 1-1-10; amended 4-21-10, effective 7-1-10; Moved from Title 4 and renumbered from Rule 4.0030, 8-1-11, effective 1-1-12; amended 5-4-12, effective 7-1-12)

Court-Ordered Mediation:  

There are no costs to parties in cases ordered to mediation for the first three (3) hours of mediation services with a Civil Mediation Panel member. The three hours of mediation services shall be up t...o three (3) hours spent with the parties, in a mediation session, and does not include time spent in pre-mediation preparation and/or traveling to or from the mediation location. Parties may stipulate to compensate the mediator for additional time by way of written agreement (optional form RI-ADR04 or equivalent). 

(Adopted 10-2607, effective 1-1-08; amended 11-9-09, effective 1-1-10; Moved from Title 4 and renumbered from Rule 4.0031, 8-1-11, effective 1-1-12; amended 5-4-12, effective 7-1-12; amended 4-24-15, effective 7-1-15)

Complaint Procedures for Arbitrators and any other Court-Connected Neutrals 

1.Section A above establishes procedures as required by law for mediators. The court intends to follow the same procedures with regard to complaints a...gainst arbitrators and any other court-connected neutrals (excluding court employees).  

2.Any such complaints must be submitted in writing to Director of ADR Programs for the court. Said Director shall proceed with a preliminary review, applying the same procedures that would be invoked under subparagraphs (a), (b), and (c) of Rule 3.869 for mediators. If the matter is not resolved or closed through preliminary review said Director shall send a notice in the same format as would be required under subparagraph (d)(1) of said rule. 

3.For complaints not resolved by the Director of ADR Programs, the Presiding Judge shall conduct an investigation, or delegate that duty, in the same manner as described in paragraph C above, for mediators. 

(Adopted 4-17-09, effective 7-1-09; Moved from Title 4 and renumbered from Rule 4.0033, 8-1-11, effective1-1-12; amended 5-4-12, effective 7-1-12; amended 4-24-15, effective 7-1-15)

A case submitted to arbitration may only be withdrawn before hearing by stipulation and court order or court order on noticed motion heard in the department where the case is pending.

(Adopted 1-1-86; amended 10-26-07, effectiv...e 1-1-08; Moved from Title 4 and renumbered from Rule 4.0105, 8-1-11, effective 1-1-12)

Counsel shall prepare and serve on all other parties and the arbitrator, no later than ten (10) days prior to the arbitration hearing, a statement setting forth and discussing in detail the facts and law pertinent to the issues of... liability, damages or both, involved in the case as to the party or parties represented by that counsel. The statements, where relevant, shall contain an itemization of special damages claimed with dates therefore. The nature, extent and prognosis of any claimed physical injury shall be described fully and copies of medical reports shall be attached to the statement. The statement shall not contain or disclose any offers of settlement. The statement shall contain a declaration that all parties have discussed the case and have attempted in good faith to settle the case.

(Adopted 10-26-07, effective 1-1-08; Moved from Title 4 and renumbered from Rule 4.0115, 8-1-11, effective 1-1-12)

Appearance by all parties, their counsel, claim representatives and all persons with full authority to resolve all disputed issues are required at the arbitration session. Non-appearance of counsel or a party shall subject the cou...nsel or party, after notice and an opportunity to be heard, to monetary sanctions including, but not limited to, suitable compensation to the arbitrator and to the parties who did appear at the arbitration plus attorney's fees to make the request for sanctions.

(Adopted 10-26-07, effective 1-1-08; amended 4-21-10, effective 7-1-10; Moved from Title 4 and renumbered from Rule 4.0125, 8-1-11, effective 1-1-12)

The award must be in writing and signed by the arbitrator. It must determine all issues properly raised by the pleadings, including a determination of any damages and an award of costs if appropriate. The arbitrator is not require...d to make findings of fact or conclusions of law. 

Rule 3.826 of the California Rules of Court governs requests for trial after the arbitration award is filed with the clerk of the court.  When there is no request by any party for trial after the arbitration award is filed with th...e clerk, entry of the award as judgment is governed by Rule 3.827 of the California Rules of Court.

(Adopted 10-26-07, effective 1-1-08; Moved from Title 4 and renumbered from Rule 4.0140, 8-1-11, effective 1-1-12)

Reimbursement.  Reimbursement of the arbitrator's fee shall be made payable to the Superior Court of California, County of Riverside/Arbitration Program, and shall be delivered to the Arbitration Administrator.

Failure to Reimburse.  Should reimbursement of the arbitrator's fee not be received within forty-five days of the date of the court order/judgment under Code of Civil Procedure Section 1141.21, the Arbitration Administrator shall ...use all available legal remedies to enforce the judgment/order.

(Adopted 10-26-07, effective 1-1-08; Moved from Title 4 and renumbered from Rule 4.0145, 8-1-11, effective 1-1-12)

Notice: The Court will mail the Notice of Court-Ordered Mediation with the proposed randomly assigned mediator and the Response to Notice of Court-Ordered Mediation (mandatory form RI-ADR02) to all parties ordered to court-ordered... mediation. The Notice of Court-Ordered Mediation shall state the Mediation Completion Date.

Appointment of Mediator- Parties Stipulate to a Mediator: If the parties stipulate to a mediator, the plaintiff must (1) provide the mediator with a copy of the Notice of Court-Ordered Mediation; (2) obtain the mediator's cons...ent; (3) file the Response to Notice to Court-Ordered Mediation (mandatory form RI-ADR02) after all parties sign within 15 days of the Notice to Court-Ordered Mediation; and (4) serve a copy of the Response on the mediator and include them on the proof of service.

Mediator's Response: The assigned mediator shall file and serve the Mediator's Notice of Acceptance or Recusal (mandatory form RI-ADR03) within 15 days of the Notice of Assignment. 

Participant Lists:  Attendance and participant lists shall comply with California Rules of Court, Rule 3.894 and Local Rule 3275. At least five court days before the first mediation session, each party must serve a list of its med...iation participants on the mediator and all other parties. The list must include the names of all parties, attorneys, representatives of a party that is not a natural person, insurance representatives, and other persons who will attend the mediation with or on behalf of that party pursuant to California Rules of Court, Rule 3.894 and Local Rule 3275. A party must promptly serve a supplemental list if the party subsequently determines that listed persons will not attend the mediation and/or that other persons will attend the mediation with or on behalf of the party. 

If any party fails to comply with this rule, or fails to otherwise confirm that all persons required to personally attend the mediation will personally attend the mediation, or that all persons allowed to participate by telephone pursuant to Local Rule 3275C will participate by telephone, the mediator may cancel the mediation session and report to the court on Judicial Council form ADR 100 that the mediation was not scheduled or was scheduled but did not take place, subjecting the party to sanctions pursuant to Local Rule 3211. 

Discovery:  The parties are urged to exercise restraint with respect   to conducting discovery during the time after the order to court-ordered mediation and before the mediation session, other than that discovery necessary to eng...age in a productive mediation session. In an appropriate case, a protective order pursuant to CCP § 2017.020 and related provisions may be issued by the Court. 

Continuance of Mediation Completion Date: Parties may stipulate to one 60 -day continuance of the Mediation Completion Date.   Parties requesting a continuance shall present the Stipulation and Order for Continuance of Court Media...tion Date (mandatory form RI-ADR05) to their assigned department and shall serve a copy of any order on the mediator. Sanctions may be ordered for failure to complete mediation by the mediation completion date pursuant to Local Rule 3211. 

(Adopted 10-26-07, effective 1-1-08; amended 11-9-09, effective 1-1-10; amended 4-21-10, effective 7-1-10; Moved from Title 4 and renumbered from Rule 4.0200, 8-1-11, effective 1-1-12; amended 5-4-12, effective 7-1-12; amended 4-24-15, effective 7-1-15; amended 5-7-21, effective 7-1-21)

Attendance of Insurance Carriers: If any party is insured under a policy of insurance that provides or may provide coverage for a claim that is a subject of this action, a representative of the insurer with authority to settle or ...recommend settlement of the claim must attend all mediation sessions in person, unless excused or permitted to attend by telephone as provided in section C below. Parties with potential insurance coverage must notify each insurance carrier of the date, time and place of the mediation session and of the carrier's duty to attend with full settlement authority.

Presence of Counsel: Each party may have counsel present at all mediation sessions that concern the party. 

Failure to Comply: Before a mediation session is conducted, if the mediator determines that a party has failed to comply with sections A, B, and/or C, or Rule 3273G or H, the mediator may cancel the mediation session and report to... the court on Judicial Council form ADR 100 that mediation was not scheduled or was scheduled but did not take place. 

In addition to the requirements prescribed in California Rule of Court 3.1380(c), mandatory settlement conference statements shall be no more than 10 pages in length. 

All exhibits or other evidence offered by a party in support of or in opposition to any civil law and motion matter shall be filed with the clerk of the Court, unless lodging of that material is specifically authorized by statute,... the California Rules of Court, or local rule. Any Notice of Lodgment shall include a citation to the statute or rule that authorizes that type of document to be lodged.

(Adopted 4-24-14, effective 7-1-14)

The tentative ruling shall become the ruling of the Court unless, by 4:30 p.m. on the court day before the scheduled hearing, a party gives notice of intent to appear to all parties and the court.  The notice of intent to appear m...ust be given either in person or by telephone. Where notice of intent to appear has been properly given, or upon direction of the Court, oral argument will be permitted.

Continuances and Matters Taken Off Calendar.

1.When a hearing date has been set, it shall be utilized unless timely continued or taken off calendar.

2.A party seeking to continue a law and motion hearing, shall submit either... a written stipulation signed by all parties, or a declaration from counsel for the moving party, signed under penalty of perjury, informing the court that all parties have been notified and agree to have the motion continued.  The declaration or stipulation to continue the hearing on the motion shall be filed with the court as soon as reasonably possible. Additionally, if the declaration or stipulation cannot with reasonable diligence be filed at least five (5) court days before the hearing, the moving party shall orally notify the clerk in the assigned department as soon as reasonably possible that a declaration or stipulation is being submitted. 

3.If the moving party determines that a hearing on the motion is no longer necessary, the party shall immediately notify the court in writing that the motion should be taken off calendar.  When the hearing is imminent, the moving party shall also immediately give oral notice to the clerk in the assigned department that the motion should be taken off calendar.

(Adopted 1-1-86; Amended 10-23-93, effective 1-1-94; amended 10-17-98, effective 1-1-99; amended 10-18-02, effective 1-1-03; Moved from Title 2 and renumbered from Rule 2.0020, 8-1-11, effective 1-1-12)

EXCHANGE OF DOCUMENTS
Not later than 14 days before the date set for trial, or by such other time agreed upon by counsel, counsel for all parties shall exchange each of the following:
a) A list of all witnesses the party intends... to call to testify at trial, including the witness's name and a single-sentence description of the anticipated subjects on which the witness is expected to testify.  In a jury trial, the list shall also identify (i) the community in which each non-expert witness resides and (ii) the occupation and area of the principal office of each expert witness. 
b) A list of all exhibits that the party intends to introduce at trial, except those intended to be used solely to impeach a witness.  The list shall include the exhibit number, a title or other brief description, and the number of pages in the exhibit.  Except for exhibits to be used solely for impeachment of a witness, if any exhibit has not previously been exchanged in discovery, a copy of that exhibit shall also be exchanged.
c) A list of facts or issues of law that the party believes are not controverted and to which the party is willing to agree.
d) If a plaintiff, a description of each claim in support of which the party intends to offer evidence at trial and of the relief being sought as to each claim, including the nature of each element of damages for which recovery is sought and the amount of each element of economic damages.  If a defendant, a description of each affirmative defense in support of which the party intends to offer evidence at trial. 
e) Any motions in limine that the party intends to bring.
f) In a jury trial, a proposed statement of the case suitable for reading to the jury venire [unless the party intends to request to begin voir dire with a brief opening statement in accordance with Code of Civil Procedure section 222.5, subdivision (d)]. The statement of the case should be neutral and non-argumentative.  It should include the basic uncontested facts and, to the extent necessary, the contentions of the parties.  It should rarely exceed four or five simple sentences.  It should use plain English, without legal or technical jargon. 
g) In a jury trial, a list of form jury instructions and the text of special jury instructions that the party proposes to use.
h) In a jury trial, a proposed verdict form.

JOINT PRETRIAL STATEMENT AND ACCOMPANYING DOCUMENTS
a)Following the Issues Conference, counsel shall prepare a Joint Pretrial Statement and the additional documents specified below.  Unless the parties agree otherwise, the docume...nts shall be prepared by counsel for the plaintiff.  All shall be signed by lead trial counsel for each party. 
b)	The Joint Pretrial Statement shall be contained in a single document with a single caption and a single set of signatures.  The statement shall include the following: 
i)	A joint statement of parties and counsel, listing the full name of each party still in the action and the name of the attorney, if any, who will represent that party at trial.
ii)	A stipulation reciting the precise facts or legal issues to which the parties agree. If the parties have resolved any potential motions in limine, the stipulation should recite those resolutions.
iii)	A joint statement of claims and defenses in the manner described in subdivision 2. Except for good cause, no party will be allowed to introduce evidence to support any claim, any element of damage, or any affirmative defense that is not listed on that statement.
iv)	In a jury trial, a joint statement of the case in the manner described in subdivision 2, unless all parties will begin voir dire with brief opening statements as permitted by Code of Civil Procedure section 222.5, subdivision (d). If counsel are unable to agree on a joint proposal for the statement of the case, then counsel shall include a joint statement of the case to the limited extent to which all counsel can agree, together with the separate proposals as to those aspects on which counsel cannot agree.
c)	In addition to the Joint Pretrial Statement, counsel shall prepare:
i)	A joint witness list in the manner described in subdivision 2. Except for good cause, no party will be allowed to call any witness who is not on that list for any purpose other than impeachment of a witness.
ii)	A joint exhibit list in the manner described in subdivision 2. The exhibit list shall indicate whether the parties have stipulated to the admission or the authenticity of the exhibits. Except for good cause, no party will be allowed to introduce any exhibit that is not on that list for any purpose other than impeachment of a witness.
iii)	In a jury trial, the form jury instructions and any special jury instructions on which all parties agree. If the parties do not all agree as to all instructions requested, counsel shall also prepare the form jury instructions and any special jury instructions on which all parties have not agreed.  Each of the latter instructions shall identify the party or parties who are proposing or have agreed to that instruction.
iv)	In a jury trial, an agreed-upon verdict form. If counsel are unable to agree on a joint proposal for the verdict form, then counsel shall include a joint proposed verdict form to the limited extent to which all counsel can agree, together with their separate proposals as to those aspects on which counsel cannot agree.
d)	If counsel for any party fails to participate in the Issues Conference, or otherwise fails to cooperate in the preparation of the documents specified above, then counsel for the remaining party or parties shall prepare and sign proposed versions of those documents. In that event, the Proposed Joint Pretrial Statement shall include a declaration describing the attempts made by the remaining party or parties to confer with or obtain the cooperation of the non-complying party.

MOTIONS IN LIMINE
a)	Motions in limine shall be brought only if the parties disagree as to the subject of the motion.  If there is no disagreement, then the agreed-upon issue shall be included in the parties’ stipulation of ...facts and legal issues.
b)	Every motion in limine submitted to the Court:
i)	Shall be in writing.
ii)	Shall be numbered sequentially according to the party or side bringing it (e.g., Plaintiff’s No. 1, Plaintiff’s No. 2, Defendant Smith’s No. 1, Defendant’s #2, etc.).
iii)	Shall be tailored to the specific issues of the case and to the specific evidence expected to be introduced at trial.  They shall not seek declarations of existing law of general application, e.g., that the opposing party may not introduce inadmissible hearsay.
iv)	Shall be supported by a memorandum of points and authorities.  
c)	Any motion or opposition to a motion that depends upon the existence of particular facts shall be supported by competent, admissible evidence establishing those facts. Any declaration submitted must demonstrate the declarant’s personal knowledge. Any documentary evidence must be authenticated. 
d)	Any motion seeking to preclude the introduction of any evidence or to otherwise prevent the mention or display of inadmissible and prejudicial matter in the presence of the jury: 

i.)	Shall clearly describe the specific evidence or matter alleged to be inadmissible and prejudicial. 
ii.)	Shall be supported by a declaration that both: 
(1)	Demonstrates that the subject of the motion has been discussed with opposing counsel, and that opposing counsel has either (A) indicated that such matter will be mentioned or displayed in the presence of the jury or (B) refused to stipulate that such matter will not be mentioned or displayed in the presence of the jury unless and until it is admitted into evidence; and
(2)	Explains the specific prejudice that will be suffered by the moving party if the motion is not granted. 

e)	Except in cases of issue preclusion based on responses to requests for admissions, previously ordered sanctions for abuse of the discovery process, or other extraordinary circumstances, the Court will not entertain a motion seeking to exclude evidence merely because it differs from a party’s discovery responses.  
f)	Any party submitting any motions in limine shall submit a single proposed order encompassing all motions made by that party. As to each motion, the proposed order shall state the precise relief sought so that the ruling can be understood from the language of the order without the need to refer to the text of the motion.  If the motion seeks to exclude certain evidence, the proposed order shall describe the precise evidence being excluded, shall direct counsel not to refer to the excluded evidence during trial, and shall direct counsel to advise their parties and witnesses not to refer to it.

JURY INSTRUCTIONS
a)	The proposed jury instructions shall be fully edited and shall be in the form required by California Rule of Court, rule 2.1055, including the index prescribed by rule 2.1055(b).
b)	If there are CACI instruc...tions applicable to the legal issues presented, the Court will use those CACI instructions unless the party proposing a different instruction demonstrates that the instruction proposed would more accurately state the law and be more clearly understood by the jurors.  
c)	The instructions should be divided into two sets: those to which all parties agree, and those to which some party has an objection.

EFFECT OF A CONTINUANCE OF TRIAL
In the event that the trial is continued after the Issues Conference has been conducted and the trial documents have been prepared, counsel need not conduct a further Issues Conference or revise a...ny of the trial documents unless there has been a material change. In the event that counsel for any party believes that any trial document needs to be changed or supplemented, that counsel shall meet and confer with all other counsel.

When special verdicts are to be submitted to a jury, the jury questions and verdict forms shall be presented in writing to the Court, and copies thereof furnished to other parties before any evidence is offered, unless the Court s...hall order otherwise.  

(Adopted 1-1-86; Amended and moved from Title 1 (Rule 1.0055), 10-17-98, effective 1-1-99; Moved from Title 2 and renumbered from Rule 2.0070, 8-1-11, effective 1-1-12; amended and renumbered from Rule 3370, 10-15-13, effective 1-1-14)

All cases shall be designated on the face of the complaint into one of the following categories:

1.	Unlawful detainer; or

2.	Small claims.

(Adopted 7-1-94; Renumbered from Rule 3.0020, 8-1-11, effective 1-1-12)

In all small claims cases, proof of service of the claim and order on all defendants shall be filed at least five (5) court days prior to the date set of a hearing on the claim. 

(Adopted 7-1-94; amended 10-17-98, effective 1-1...-99; Renumbered from Rule 3.0030, 8-1-11, effective 1-1-12)

A party not in agreement with the information or estimates given in the Request for Setting shall within five (5) days after service, serve and file a Counter Request for Setting on the party's behalf.

(Adopted 10-18-02, effect...ive 1-1-03; Renumbered from Rule 3.0036, 8-1-11, effective 1-1-12)

The "Declaration and Worksheet for Default Judgment-Unlawful Detainer" shall be completed and filed in every unlawful detainer action which proceeds by default or summary judgment.  Except for "possession only requests", this decl...aration shall be the sole and exclusive Code of Civil Procedure Section 585 Declaration submitted, unless there are unusual circumstances which require additional elaboration. 

A party requesting the issuance of a writ of possession of real property must make such request by submitting a Declaration for Issuance of Writ of Possession form, Riverside Superior Court Form, approved for mandatory use and ava...ilable from the clerk of court.  Failure to use the mandatory Riverside Superior Court Form may result in the rejection of the application.

(Adopted 11-7-12, effective 1-1-13)

The judgment creditor or person to whom the judgment has been assigned shall file with the clerk of court an acknowledgment of satisfaction of judgment upon payment by the judgment debtor. The judgment creditor or assignee shall f...ill out and file Judicial Council of California Form SC-90 to acknowledge full payment.  To acknowledge only partial payment of the judgment, the judgment creditor or assignee may fill out and file Judicial Council of California Form EJ-100.
 
A judgment debtor who requests that the clerk of court enter a full or partial satisfaction of judgment must make such request by completing and filing a Small Claims Declaration of Satisfaction of Judgment form, Riverside Superior Court Form, approved for mandatory use and available from the clerk of court.  Failure to use the mandatory Riverside Superior Court Form may result in the rejection of the request.

(Adopted 11-7-12, effective 1-1-13)

All subsequent documents related to the case shall also be filed at the same specified courthouse, unless the case is transferred to another courthouse in which event all subsequent documents shall be filed at that other courthous...e. 

Upon receipt of a request for a Declaration in Support of Arrest Warrant from a judicial officer, the Clerk's Office shall immediately forward the request to the arresting agency.

The arresting agency will have thirty (30) days... to comply with the request.  If the arresting agency does not provide the Court with the Declaration in Support of Arrest Warrant in a timely manner, the clerk shall place the case on calendar for an OSC Re: Submission of Declaration in Support of Arrest Warrant approximately thirty (30) days thereafter.  The Clerk's Office shall notify the District Attorney of the hearing with a copy of Discovery.  

(Added 4-17-99, effective 7-1-99; Moved from Title 7 and renumbered from Rule 7.0018, 8-1-11, effective 1-1-12; amended 11-4-11, effective 1-1-12)

Penal Code Section 987.9 provides at county expense for payments of investigators, experts, and other costs that are reasonably necessary for the preparation or presentation of defense. Qualifying cases are:

- 187 PC with speci...al circumstances alleged where the District Attorney has not decided to forgo the Death Penalty; and
- Second Degree Murder, wherein the defendant has served a prior prison term for murder in the first or second degree [Penal Code 190.05(a)].

The Presiding Judge shall annually appoint judicial officers to serve as the Pay Judge Panel, which shall independently review requests for investigative funds in cases pursuant to Penal Code Section 987.9. The trial judge shall not review such requests. In the event of differing responses, a simple majority of Pay Judges concurring shall determine the court's ruling.

Upon the filing of a criminal complaint wherein the defendant is exposed to the death penalty, defense counsel is eligible for funding for investigative costs upon written application to the court. Initial requests shall be made by motion and supported by declaration or affidavit of counsel specifying:

a)	Defendant is indigent and the prosecution is seeking (or may seek) death as a penalty. An express finding of indigency must be made on the record in court by the trial judge, if the defendant is either represented by private counsel but claims to be indigent or the defendant is self-represented (a copy of the minute order must be attached to the motion in these instances).
b)	Purposes for which funds are reasonably necessary;
c)	Names, rate of pay (or fee), other costs and services required for investigators, experts, consultants, or others;
d)	Specific information as to travel expenses, or other claimable costs for parties referenced in c) above.
e)	Additional supporting statements may be requested of counsel to clarify questions. An oral in-camera explanation may also be requested.

Accounting. At the termination of the proceedings, the attorney shall furnish to the court a complete accounting of all money received and disbursed. 

(Adopted 1-1-86; amended 10-24-08, effective 1-1-09; Moved from Title 7 and ...renumbered from Rule 7.0070, title of rule amended, 8-1-11, effective 1-1-12)

A request for a hold on the release of an arrestee / defendant from custody pursuant to section 1275.1 of the Penal Code shall be made on the Declaration re: Felonious Source of Bail form. 

(Adopted 10-19-12, effective 1-1-13)

Reassumptions.
In all instances wherein the Court orders bail reinstated, such order shall be made on the official form entitled "Reassumption of Liability by Surety."

In misdemeanor cases, private counsel, prior to a defendant's scheduled appearance date, may enter a plea of "Not Guilty" and set a trial readiness calendar and jury trial date with the clerk of the court pursuant to Penal Code Se...ction 977(a). Counter Facsimile Arraignments are permitted for misdemeanor cases with no outstanding warrants and will not be permitted on failures to appear when arrest warrants have been issued, defendants charged with violation of Penal Code section 192(c), 243.4, 273a, 273d, 273.5, 273.6, or 647.6, or violations of Vehicle Code section 23152 and 23153 (second or subsequent offenses is evidenced by Department of Motor Vehicle records) have been charged, or on violations of probation.

All misdemeanor and felony complaints received for in-custody arraignment shall be filed no later than 11:00 a.m. on the day that the arraignment is scheduled.  Example:  If the arraignment is scheduled for 1:30 p.m. on a Thursday..., the complaint must be filed by 11:00 a.m. that same day.

An attorney appearing on behalf of an absent misdemeanor defendant pursuant to Penal Code Sections 977(a), and/or 1043(e), in order to enter a plea of guilty or no contest, must have written authorization from the defendant to do ...so, and that document must authorize the attorney to accept imposition of judgment on behalf of defendant, including probation terms, monetary orders, and custody.  Further, if the attorney is appearing on behalf of an absent defendant at trial, pursuant to Penal Code section 1043(e), then the written waiver must specifically authorize the defense attorney to conduct the trial in defendant's absence.  The written waivers mentioned herein must be filed with the court prior to a defense attorney appearing on behalf of an absent defendant pursuant to Penal Code sections 977(a), and/or 1043(e).  If a written waiver is not filed with the court, then the defendant shall appear in court at all pretrial hearings and trial. 

Outstanding Warrants

1. Arraignment Locations
All initial arraignment cases shall be heard at the court location where the defendant was cited/ordered to appear. Defendants with cases in multiple court locations may appear at ...any location with at least one open case.  

2. Violations of Probation
On cases where there is a warrant outstanding for a violation of probation, the defendant and/or attorney may check in at the Clerk’s Office to be added onto that day’s calendar. Check in times for all court locations: 7:30 a.m. 

a.	Desert Region
-	Blythe 
-	Indio 

b.	Mid County Region
-	Murrieta 

c.	Western Region
-	Banning 
-	Riverside

3. Non-Violations of Probation
On cases where there is a warrant outstanding for a reason other than a violation of probation, each court will calendar the hearing on the earliest available court day. The defendant and/or attorney shall complete a Request to Calendar form (Form #OTS01).

Extenuating Circumstances 
If a case has no warrant and there are extenuating circumstances, to add the case onto the morning calendar, the Clerk's Office must obtain approval from the Judicial Officer in the department where the... case will be assigned.  The Judicial Officer will have the discretion to approve or deny the request. 

A defendant who wishes to be evaluated for transfer of their case to Veterans Court must first complete and submit to the court the Veterans Court Program Referral form. 

(Adopted 10-19-12, effective 1-1-13; amended 5-7-21, eff...ective 7-1-21)

To implement the foregoing policy, a declaration shall have been executed by the defendant and his attorney, and shall be filed at the time of entry of the plea and prior to pronouncement of judgment.  Said declaration shall conta...in:

1.	An acknowledgment that the declarant is the defendant in the criminal proceedings and that declarant is aware of the charge(s);

2.	An express waiver of the defendant's presence for the entry of the plea of guilty or nolo contendere;

3.	An acknowledgment that the defendant has read and considered and the attorney has explained to the defendant each and every legal and constitutional right which the defendant is waiving.  Further, an acknowledgment that the defendant understands each of the rights being waived.  A written waiver of defendant's legal and constitutional rights which shall be attached as an exhibit to the Declaration.

4.	An acknowledgment that the defendant has been informed of, and understands, the provisions of 1016.5 of the Penal Code.

5.	A statement that the defendant is entering a plea of guilty or nolo contendere to specified charges.

6.	Sentencing

a.	If defense counsel and the district attorney have negotiated a proposed sentence involving probation to be considered by the Court, the Declaration shall contain:

1.	An acknowledgment that the defendant understands that they are being placed on probation;

2.	A written acceptance of the terms and conditions of probation which shall be an attachment to the Declaration;

3.	An express waiver of defendant's right to be present at the pronouncement of sentence; and

4.	An express waiver of time for imposition of sentence.

b.	If a proposed sentence has not been negotiated with the district attorney, and the Court grants probation, it shall be the responsibility of counsel to obtain the defendant's written acceptance of the terms and conditions of probation.  This acceptance shall be filed by the date ordered by the Court.

Memoranda of Points and Authorities, exclusive of notice, declarations, evidentiary attachments and exhibits, shall not exceed ten (10) pages in length, except by permission of the Court upon ex parte application. Such application... shall be accompanied by an attorney declaration setting forth good cause why the motion or opposition requires additional documentation, and setting forth the number of pages declarant believes necessary.

Motions to Quash Search or Arrest Warrants shall contain a certified copy of the warrant and affidavit in support of the warrant.  Motions shall be heard in the same manner as outlined in Penal Code § 1538.5.

(Added 10-23-93, ...effective 1-1-94; amended 10-24-08, effective 1-1-09; Moved from Title 7 and renumbered from Rule 7.5150, 8-1-11, effective 1-1-12)

Where motion to dismiss an information pursuant to Penal Code Section 995 is made and the judge assigned to the case presided as the magistrate at the preliminary examination, the case shall be referred to another judge to hear th...e motion.  If the motion is denied in whole or in part after a hearing on the merits, the case shall be assigned back to the original judge.

Responding points and authorities shall specify in what respects the alleged deficiencies are met or covered by the evidence, with references to the transcripts of prior proceedings by page and line number.  

Upon the oral or written request of the defendant, a one-time 60-day extension from the original date to appear shall be granted by the Clerk’s Office on violations processed in the Minor Offense Divisions. To request an exte...nsion beyond 60 days from the original appearance date, the defendant must appear in court to make the request or the defendant must submit a written request to the court for review by a judicial officer. The written request may be submitted via eSubmit, mail, or email. Otherwise the matter will be placed on calendar for the next available arraignment date.

(Added 4-25-98, effective 7-1-98; amended 10-22-10, effective 1-1-11; Moved from Title 7 and renumbered from Rule 7.6005, 8-1-11, effective 1-1-12; amended 11-6-20, effective 1-1-21; amended 11-4-22, effective 1-1-23)

All petitions for dismissal pursuant to Penal Code sections 1203.4 or 1203.4a must be served on the District Attorney. Proof of service must be filed with the clerk's office at the time the petition is filed. 

Applicability of Rules. These rules apply in all departments of the Riverside Superior Court hearing family law matters.

Geographical Regions
All documents initiating or responding to actions arising out of the Family Code, including Adoptions, Petitions for Freedom from Parental Control and Custody, and actions involving the Department of Child Su...pport Services shall be filed at the court facility as designated in the Administrative Order - Where to File Family Law Documents. The order can be located on the court's website at http://www.riverside.courts.ca.gov/ by clicking on Local Rules under the General Information tab.   

(Adopted 11-4-11, effective 1-1-12; amended 10-19-12, effective 1-1-13; amended 5-13-13, effective 7-1-13)

Filing Fees.  All Requests for Orders are subject to statutory fees under the Government Code.

Page Limits. The court, in its discretion, may refuse to consider declarations which exceed the mandatory page limits.  

Orders After Hearing. Preparation and submission of orders after hearing are governed by the California Rules of Court.

References:
Civil Code of Procedure 1005
California Rules of Court, rule 2.100 et. seq.
California Rules... of Court, rules 5.90 through 5.125

Local Form:
Stipulation regarding Hearing Resolution (RI-FL010)                        
http://riverside.courts.ca.gov/localfrms/ri-fl010.pdf

(Adopted 1-1-86; amended 10-27-90, effective 1-1-91; amend. 10-21-95, effective 1-1-96; amend. 4-25-98, effective 7-1-98; amended 4-28-06, effective 7-1-06; Renumbered from Rule 5.0010, 8-1-11, effective 1-1-12, amended 11-4-11, effective 1-1-12; amended 5-4-12, effective 7-1-12; amended 10-15-13, effective 1-1-14)

Surrogacy Checklist
A Surrogacy Judgment Checklist outlining compliance with the statutory and local rules requirements will be submitted on the local form prescribed by the court with each surrogacy action. 

Sealing 
Any request for sealing of a surrogacy action shall comply with California Rules of Court.

Reference
Family Code 3030
Family Code 7960 - 7962
California Rules of Court, rules 2.550, 2.551
 
Local Forms:
Certific...ate of Assignment - Surrogacy (RI-FL040)
http://www.riverside.courts.ca.gov/localfrms/ri-fl040.pdf

Surrogacy Judgment Checklist

(Adopted 10-30-15, effective 1-1-16; amended 4-28-17, effective 7-1-17; amended 4-20-18, effective 7-1-18) 

Stipulation and Order to Continue
The parties must file a written stipulation and proposed order, signed by all parties, continuing the hearing.  The court may deny any stipulation that does not state good cause for a continuance....  The stipulation and order must state whether any temporary orders are reissued.  Any stipulation for continuance is subject to statutory fees under the Government Code.  The parties may use local form RI-FL306 to submit their stipulation.

Submission of Request for Restraining Orders
Requests for restraining orders shall be issued or denied on the same day they are received if submitted to the court by 2:00 p.m.  Requests for restraining order received after 2:00 p....m. may be issued the same day if the court has time for effective review.

Modifying and Terminating Permanent Restraining Order

(1) Modification. Modification of a permanent restraining order prior to its expiration date shall be made on a Request for Order (FL-300).  Requests for modification of the... order must include a proposed Restraining Order After Hearing (form DV-130).

(2) Termination by Protected Party. Termination (dismissal) of a permanent restraining order prior to its expiration date may be made by the protected party on local form RI-FL016. Requests for termination (dismissal) of the order must include a proposed Findings and Order to Terminate Restraining Order After Hearing (form DV-400).  

(3) Termination by Restrained Party. Termination (dismissal) of a permanent restraining order prior to its expiration date shall be made by the restrained party on a Request for Order (FL-300). Requests for termination (dismissal) of the order must include a proposed Findings and Order to Terminate Restraining Order After Hearing (form DV-400).

Direct Calendar Case Assignment

1.	Notice of Assignment. New cases are assigned to a specific judicial officer for all purposes.  The petitioner will receive a notice of case assignment when the petition is filed.  A copy of th...e notice of case assignment must be served on the respondent with the petition.

2.	Commissioner Hearing Matter as a Temporary Judge.  The Commissioner hears matters as a Temporary Judge pursuant to stipulation between the parties. The stipulation is implied when parties proceed without objection. If a statement on non-stipulation to a Commissioner is filed, the Commissioner will hear matters and report findings and conclusions to the Family Law Supervising Judge for approval or rejection.

Except in cases where a Domestic Violence Restraining Order has been issued or a request for Domestic Violence Restraining Order is pending, the following rules apply:

A. Requesting a Settlement Conference. A party may request ...a settlement conference and trial by filing local form RI-FL008.  Prior to filing a request, the requesting party must have complied with serving their preliminary declaration of disclosure and filing a Declaration Regarding Service of Preliminary Declaration of Disclosure (Judicial Council Form FL-141) with the court.  If the requesting party has not filed Judicial Council Form FL-141, the mandatory settlement conference will not be scheduled.

B. Declarations of Disclosure. Unless previously filed, both parties shall file with the court the following documents at least ten days before the Mandatory Settlement Conference:

1.	Party Requesting the Settlement Conference.  Declaration Regarding Service of Final Declaration of Disclosure (FL-141), unless the other party has waived disclosure in writing (FL-144). 

2.	Party Responding to the Request for Settlement Conference. 
a.	Declaration Regarding Service of Preliminary Declaration of Disclosure (FL-141), unless already filed.
b.	Declaration Regarding Service of Final Declaration of Disclosure (FL-141), unless the other party has waived disclosure in writing (FL-144).

C. Prior to the Settlement Conference.
1. 	File and Serve. Unless previously filed and served, at least ten days before the Mandatory Settlement Conference, the parties shall file with the court and serve on each other:

a.	A hearing brief including: 
i.	Summary of existing orders, including dates the orders were entered; 
ii.	A written summary of all pending discovery;
iii.	Spousal support declaration using Judicial Council Form FL-157 if spousal support is at issue, or a similar declaration that adequately describes the factors under Family Code § 4320; and
iv.	Attorney's fees declaration using Judicial Council Form FL-158 if attorney's fees are at issue, or a similar declaration that addresses the factors covered in Judicial Council Form FL-319.
b.	Community property declaration (FL-160), including proposed division of community property, if community property is at issue.
c.	Separate property declaration (FL-160), if separate property is at issue. 

Parties may use optional local form RI-FL014 to prepare their hearing brief, or they may prepare a brief on pleadings that is in compliance with the California Rules of Court. 

2. Serve. At least ten days before the Mandatory Settlement Conference, the parties shall serve on each other, and provide to the court upon request:

a.	Current income and expense declaration, including all required attachments (pay stubs/profit and loss);
b.	Two most recent tax returns, including personal and corporate returns, if applicable, including all attachments and schedules, W-2 forms, and 1099 forms; 
c.	Most recent financial statements, showing current balances of any assets and debts that the parties will request the court to make findings or orders on; 
d.	Financial statements showing balances of assets and debts at date of separation that the parties will request the court to make findings and orders on; 
e.	Supporting documents for any credits or reimbursements sought.
f.	Documents showing fair market values of property; 
g.	Any documents related to imputation of income, including: 
i.	job listings 
ii.	job search efforts 
iii.	vocational evaluations; and 
h.	A Proposed Judgment with a good faith settlement of all issues in the case.

D. Appearance. Trial counsel, parties, and persons with full authority to settle the case must personally attend the conference, unless excused by the court for good cause. 

References:
Family Code 2100 et. seq. 
California Rules of Court, rule 5.394

Local Form:
Request for Settlement Conference and Trial (RI-FL008)
http://riverside.courts.ca.gov/localfrms/ri-fl008.pdf

Settlement Conference Statement (RI-FL014)
http://riverside.courts.ca.gov/localfrms/ri-fl014.pdf

(Adopted 1-1-86; Amended 3-6-87, effective 5-6-87; amended 12-1-87, effective 1-1-88; amended 4-25-98, effective 7-1-98; amended 3-17-89, effective 5-15-89 amended 10-27-90, effective 1-1-91; Renumbered from Rule 5.0050, 8-1-11, effective 1-1-12; amended 10-19-12, effective 1-1-13; amended 10-15-13, effective 1-1-14; amended 4-24-14, effective 7-1-14)

Prior to the Trial Readiness Conference.  At least 10 days before the Trial Readiness Conference, or 10 days before trial, if no Trial Readiness Conference , all attorneys and self-represented parties shall prepare and file a writ...ten stipulation including: 

1.	Undisputed facts; 
2.	Disputed facts, including each party's proposed finding on each disputed fact; 
3.	Undisputed issues;
4.	Disputed issues, including each party's proposed order on each disputed issue; 
5.	Exhibits that can be admitted without foundation; 
6.	Exhibits requiring further foundation, including a description of the exhibit and identifying the proffering party (not including impeachment exhibits); 
7.	Time estimate for trial; and 
8.	List of witnesses each side intends to call, a short description of anticipated testimony, and time estimates for direct and cross examination (not including impeachment witnesses).

Exhibits. Unless otherwise ordered by the court, all exhibits shall be pre-marked and exchanged 10 days before the day of trial. Petitioner's exhibits shall be marked with numbers (1, 2, 3, etc.) and the Respondent's exhibits mark...ed with letters (A, B, C, etc.). 

Appearance. Trial counsel, parties, and persons with full authority to settle the case must personally attend the trial readiness conference and trial, unless excused by the court for good cause. 

Enforcing Compliance. Parties or their counsel who fail to comply with any portion of this rule without good cause are subject to sanctions as outlined in Local Rule 5100. 


References:
California Rules of Court, rules 5.393 ...and 5.394

Local Forms:
Trial Rules and Procedures (RI-FL035)
http://www.riverside.courts.ca.gov/localfrms/ri-fl035.pdf

Joint Statement of Disputed and Undisputed Facts (Spousal Support) (RI-FL020)

(Adopted 5-20-05, effective 7-1-05; Renumbered from Rule 5.0053, 8-1-11, effective 1-1-12; amended 10-19-12, effective 1-1-13; amended 10-15-13, effective 1-1-14; amended 4-24-15, effective 7-1-15)

(Adopted 10-18-02, effective 1-1-03; Renumbered from Rule 5.0056, 8-1-11, effective 1-1-12; amended 5-4-12, effective 7-1-12; repealed 10-15-13, effective 1-1-14)

Except for Department of Child Support hearings, all requests for a telephone appearance must be made on local form RI-FL679, filed with the court and served on all parties at least 10 court days before the scheduled hearing.  The... judicial officer has discretion to grant or deny any request. 

Emergency Orders.  Requests for emergency orders, including requests to shorten time, are also known as ex parte applications.  These rules do not apply to ex parte applications for domestic violence restraining orders under the D...omestic Violence Prevention Act.

Service. After providing notice, each party must be served with the documents requesting the emergency orders.

A petitioner may file local form Ex Parte Request and Order to Set Aside Default RI-FL002 to set aside a default prior to filing an amended petition. The ex parte request shall be processed administratively and routed to the assig...ned department for consideration. 

References:
Civil Code of Procedure 473(c)(1)
Van Sickle v. Gilbert (2011) 196 Cal.App. 4th 1495 citing Julius Schifaugh IV Consulting Services, Inc. v. Avaris Capital, Inc. (2008) 164 Cal.App.4th 1393, 1395; 79 Cal. Rptr. 3d 910.)

Local Form:
Ex Parte Request and Order to Set Aside Default (RI-FL002)
http://riverside.courts.ca.gov/localfrms/ri-fl002.pdf

(Adopted 5-20-05, effective 7-1-05; amended 5-4-11, effective 7-1-11; Renumbered from Rule 5.0066, 8-1-11, effective 1-1-12; amended 5-4-12, effective 7-1-12; amended 10-15-13, effective 1-1-14)

Peremptory Challenges to Child Custody Evaluators. When a private child custody evaluator is appointed, other than by stipulation, each side will be permitted one peremptory challenge to the specific child custody evaluator. 

Complaints Regarding Child Custody Evaluators. Complaints about the performance of a child custody evaluator shall be in writing and directed to the Family Court Services Manager for review and written response within thirty (30) ...days from the date the written complaint was received. 

Child Custody Evaluators Training Requirements and Qualifications. Court appointed Child Custody Evaluators shall document that they meet the qualifications and training requirements by filing with the court Judicial Council form ...FL-326 Declaration of Private Child Custody Evaluator Regarding Qualifications. The FL-326 will be filed within 10 days of the appointment and prior to initiating evaluation services on a case. 

References:
Family Code 3110 through 3118 and 3151
California Rules of Court, rules 5.220, 5.225, 5.230 and 5.235

Local Forms:
Annual Declaration of Child Custody Evaluator Qualifications (RI-FL007)
http://riverside.courts.ca.gov/localfrms/ri-fl007.pdf

Child Custody Evaluation Report (RI-FL006)
http://riverside.courts.ca.gov/localfrms/ri-fl006.pdf

(Added 5-10-02, effective 7-1-02; CRC number corrected 1-1-07; Renumbered from Rule 5.0075, 8-1-11, effective 1-1-12; amended 10-19-12, effective 1-1-13; amended 10-15-13, effective 1-1-14; amended 5-7-21, effective 7-1-21)

Non-professional visitation providers are required to file the Declaration of Supervised Visitation Provider (Non-Professional) form FL-324(NP) prior to serving as a visitation supervisor.

Complaints regarding the conduct and procedures employed by counsel appointed for a child shall be in writing and will be handled by the judicial officer to whom the case is assigned. 

Written notice of the outcome will be sent to complainant within 90 days of receipt of the complaint. 

References:
Family Code 3150 et. seq.
California Rules of Court, rule 5.240. 5.241 and 5.242

(Adopted 5-4-12, effective... 7-1-12; amended 10-15-13, effective 1-1-14)

There shall be one Presiding Judge of the Juvenile Court.  The Presiding Judge of the Juvenile Court shall be appointed by the Presiding Judge of the Riverside Superior Court and shall take actions and assume responsibilities as s...pecified.  To the extent possible, the Presiding Judge of the Juvenile Court shall remain in that position for at least three (3) years.  

(Added 10-19-96 Effective 1-1-97; amend. 10-17-98, effective 1-1-99; Moved from Title 12 and Renumbered from Rule 12.0020, 8-1-11, effective 1-1-12)

Delinquency Cases: Detention filings must be filed in their entirety no later than 3:00 p.m. of the Court day prior to the detention hearing.  For a detention filing to be complete, the detention petition and the probation officer... report must be received by the Court prior to the cut-off time.

The Clerk of the Court shall provide a procedure to ensure only persons authorized by law to view files have access to confidential files.  

(Added 10-19-96 Effective 1-1-97; Moved from Title 12 and Renumbered from Rule 12.0030..., 8-1-11, effective 1-1-12)

All persons under 18 years of age cited for non-traffic infractions shall be required to appear in person before the juvenile court along with their parent or legal guardian.

(Adopted 11-8-14, effective 1-1-15)

Reference: 
...Welfare and Institutions Code Section 664(c)(1)

Every paper submitted for filing with the Juvenile Court shall bear the name of all minors subject to the action. 

(Added 10-19-96 Effective 1-1-97; Moved from Title 12 and Renumbered from Rule 12.0045, 8-1-11, effective 1-1-12...)

Access to Juvenile Court Records not specified by the standing ORDER shall be upon application and review by a judge of the court.  Records include any papers acquired by agency or department in the course of administering or enfo...rcing Juvenile Law. 

Applications shall support finding that the evidentiary value in a civil or criminal proceeding outweighs the need for confidentiality.  Review of the records will be conducted in camera outside the presence of counsel.  Parties are encouraged to seek stipulations which will avoid disclosure of confidential records.  

(Added 10-19-96 Effective 1-1-97; Moved from Title 12 and Renumbered from Rule 12.0051, 8-1-11, effective 1-1-12)

All RCAT interview tapes shall be confidential except as authorized pursuant to Welfare and Institutions Code 827.  Viewing, discovery, or production of tapes shall conform to the policies established by the RCAT Board.  

1.	Ea...ch department or agency shall conform to the policies promulgated by the RCAT Board.  
2.	An order by the Judge of the Superior Court is required in each instance that a tape will be viewed, copied, or provided as discovery.  

(Added 10-30-99; effective 1-1-00; Moved from Title 12 and Renumbered from Rule 12.0053, 8-1-11, effective 1-1-12)

Private Counsel is expected to comply with Cal. Rule of Court 5.660 regarding competency of counsel.  If private counsel does not comply with Cal. Rule of Court 5.660, a knowing and intelligent waiver may be obtained by the Court ...from the represented party

Appointed attorneys for children in dependency proceedings must, at minimum:

1.	Establish and maintain an attorney-client relationship with the child using age-appropriate language;

2.	Visit child clients in their placements... prior to each statutory hearing whenever possible and practicable; 

3.	Conduct thorough, continuing and independent investigations and interviews at every stage of the proceedings; 

4.	Contact social workers and other professionals associated with the client’s case, including CASA and school personnel, prior to each hearing;

5.	Request services to access entitlements and ensure a comprehensive service plan, and attend meetings related to the child as practicable; 

6.	Monitor compliance with court orders, including provision of an effectiveness of court-ordered services;

7.	File pleadings, motions, responses, or objections as necessary to represent the child;

8.	Prepare for and participate in all hearings; 

9.	Prepare for and participate in 241.1 hearings with a goal of maintaining dependency jurisdiction whenever possible and appropriate;

10.	Investigate the interests of the child beyond the scope of the juvenile proceeding and notify the Court of, and as appropriate, request authority from the Court to pursue issues on behalf of the child; 

11.	Determine if appeals and writs are appropriate, and file same if necessary;

12.	Accept appointments as guardian ad litem;

13.	Advocate for adherence to mandated timelines; and

14.	Arrange for qualified substitutive representation when necessary to avoid court delay.

Appointed attorneys appearing in dependency proceedings must provide the Executive Office of the Court with a Certification of Competency, which confirms the attorney has satisfied these Local Rules, and the competency requirement...s set forth in the California Rules of Court. Attorneys whose employer has a contract with the Court for representation of the parties shall provide a Certification of Competency once upon hire or initiation of the contract, and resubmit such certification upon renewal of the contract.

(Added 10-28-16, effective 1-1-17) 

Discovery shall be conducted as set forth in Local Rule 5290.

(Adopted 4-29-16, effective 7-1-16)

When a dependency petition has been filed, the Court will appoint counsel for each minor who is the subject of the dependency petition as soon as practicable.  Counsel will be appointed through the firm or firms that have a contra...ct with the Court for legal representation in juvenile dependency matters in that geographic area.  Appointed counsel for the minor shall also serve as the CAPTA Guardian ad Litem, unless the Court finds the child would not benefit from such appointment, pursuant to Cal. Rule of Court 5.660.

Competency of Counsel
i.	All appointed attorneys representing parties in dependency cases must comply with Cal. Rule of Court 5.660 regarding competency of counsel.

ii.	All retained attorneys representing parties in dependency... cases should comply with Cal. Rule of Court 5.660 regarding competency of counsel.

If private counsel representing a party in a dependency case does not comply with Cal. Rule of Court 5.660 regarding competency of counsel, a knowing and intelligent waiver may be obtained by the Court from the represented party.
...

(Adopted 4-29-16, effective 7-1-16)

This section applies to complaints against court-appointed counsel in a juvenile dependency proceeding.

Notification.  When a complaint is received by the agency, law firm, or contract holder appointed to represent a party, the recipient of the complaint shall promptly notify the Court of the complaint. 

i.	Resolved. Once a resol...ution is reached, the recipient of the complaint shall promptly notify the complaining party and the Court of the resolution. 

ii.	Unresolved.  If the issue remains unresolved to the satisfaction of all parties, the contract holding agency or law firm that was appointed as counsel shall inform the Court that a mutually agreeable resolution could not be reached.

Notification to the complaining party of the outcome of the complaint shall include information regarding the party’s ability to bring the issue before the Court and/or the State Bar of California, and how to take such action.

Nothing in this local rule limits or prohibits a party from raising concerns regarding their counsel with the Court or the State Bar of California.

(Adopted 4-29-16, effective 7-1-16)

The following procedures shall be followed when informing the Court of the interests of a dependent child: 

A.	At any time during a dependency proceeding, any interested person may notify the court that the minor who is the sub...ject of the proceeding may have an interest or right which needs to be protected or pursued in another judicial or administrative forum. If counsel for the minor becomes aware of such interest or right, they shall so notify the court as soon as it is reasonably possible for counsel to do so. 

B.	Notice to the court may be given by the filing of Judicial Council form JV-180. The person giving notice shall set forth the nature of the interest or right which needs to be protected or pursued, the name and address, if known, of the administrative agency or judicial forum in which the right or interest may be affected and the nature of the proceedings being contemplated or conducted there. 

C.	If the person filing the notice is the counsel for the minor, the motion shall state what action on the child's behalf the counsel believes is necessary, whether the counsel is willing or able to pursue the matter on the child's behalf, whether the association of counsel specializing in practice before that agency or court may be necessary or appropriate, whether the appointment of a guardian ad litem may be necessary to initiate or pursue the proposed action, whether joinder of an administrative agency to the juvenile court proceedings pursuant to Welfare and Institutions Code § 362 may be appropriate or necessary to protect or pursue the child's interests and whether further investigation may be necessary. 

D.	If the person filing the notice is not the counsel for the child, a copy of the notice shall be served on the counsel for the child, or, if the child is unrepresented, the notice shall so state. 

E.	The court may set a hearing on the notice if the court deems it necessary in order to determine the nature of the child's right or interest or whether said interest should be protected or pursued.

F.	If the court determines that further action on behalf of the child is required, the court shall address the following at the hearing: 

(1) Authorize the minor's counsel to pursue the matter on the child's behalf; 

(2) Appoint a counsel for the child if the child is unrepresented; 

(3) Notice a joinder hearing pursuant to Welfare and Institutions Code § 362 compelling the responsible agency to report to the court with respect to whether it has carried out its statutory duties with respect to the child; 

(4) Appoint a guardian ad litem for the child for the purposes of initiating or pursuing appropriate action in the other forum(s); 

(5) Take any other action the court may deem necessary or appropriate to protect the welfare, interests and rights of the child.

(Adopted 11-8-14, effective 1-1-15; amended 5-7-21, effective 7-1-21)

References:
WIC §§ 317, 317.6
California Rules of Court, rule 5.660

Unless authorized by the judicial officer presiding over the hearing, all jurisdiction and/or disposition reports, addendum(s), and memorandum(s) shall be filed and served no later than 12:00 noon at least three (3) judicial days ...before any hearing.  All reports and assessments shall be timely filed and served as mandated by the Welfare and Institutions Code and/or the California Rules of Court.  

(Added 10-19-96 Effective 1-1-97; amend. 10-30-99; effective 1-1-00; amended 10-20-00, effective 1-1-01; amended 9-29-01, effective 1-1-02; amended 4-25-03, effective 7-1-03; amended 10-22-04, effective 1-1-05; amended 10-26-07, effective 1-1-08; amended 10-22-10, effective 1-1-11; Moved from Title 12 and Renumbered from Rule 12.0080, 8-1-11, effective 1-1-12)

No report shall be filed with any attachment, exhibit or other document previously filed in the same matter.  Previously filed reports and/or attachments or exhibits attached thereto may be incorporated by reference by denoting th...e title and file date of the referenced report, the page and line number and/or the specific attachment or exhibit number to be referenced. 

(Added 5-10-02, effective 7-1-02; Moved from Title 12 and Renumbered from Rule 12.0082, 8-1-11, effective 1-1-12)

No copies of any court minute order generated by the Riverside Superior Court shall be attached to any report. A party may within a court report request the court to take judicial notice of any court minute order referencing the d...ate of the court minute order and the specific order or orders. 

(Added 5-10-02, effective 7-1-02; Moved from Title 12 and Renumbered from Rule 12.0084, 8-1-11, effective 1-1-12)

All requests for orders for psychotropic medications must comply with the requirements set forth in California Rule of Court 5.640.

If a child is a ward of the juvenile court pursuant to Welfare & Institutions Code section 602, if the parent or legal guardian does not authorize administration of medications, the prescribing physician must obtain court approval... regarding prescription and administration of psychotropic medications for that child.

Notice shall be provided pursuant to Cal. Rule of Court 5.640.

(Adopted 10-30-15, effective 1-1-16)

Geographical Locations For Filing

In all actions and special proceedings in which the alleged cause of action occurred or the subject matter of the action is located in the geographical area of the Western Region, Mid County Re...gion or Desert Region of the Riverside County Superior Court, the documents initiating the action or special proceeding shall be filed in the relevant region at the court facility as designated in the Administrative Order - Where to File Probate Documents. The order can be located on the court's website at http://www.riverside.courts.ca.gov/ by clicking on Local Rules under the General Information tab. Except for documents pertaining to appeals, all subsequent documents related to that action or special proceeding shall also be filed in the specified courthouse within that region. Documents pertaining to appeals shall be filed as specified in Title 8.

Self-represented litigants may visit a self-help center at any court location in the county for assistance in filing documents at the proper courthouse.

Actions and proceedings shall usually be heard in the courthouse in which they were filed or in another courthouse in the same region. For good cause, and to maximize efficient use of court resources, actions or proceedings may also be assigned for hearings in other regions.  

(Adopted 11-4-11, effective 1-1-12; amended 5-13-13, effective 7-1-13)

Caption of Petitions

1.	The caption of petitions must be all-inclusive as to the nature of the petition and relief sought so that the matter may be properly calendared and noticed and filing fees, if any, determined. LPS cases ...shall indicate "W&I" after the case number. 

2.	Attorneys are encouraged to use subheadings in the body of the petition, particularly for required allegations.

3.	All petitions, applications, reports, or accounts being filed in probate proceedings, which are not prepared on the form approved and required by the Judicial Council of California, shall bear pertinent code citation(s) beneath the nature or title of the paper. 

4.	All documentation pertaining to a hearing shall be filed with the Clerk at least four (4) court days before the hearing. Failure to comply with this rule will be cause for a continuance. 

5.	All pleadings and orders shall include in the caption the date, time and department of the matter heard or shall provide a space for the Clerk to insert this information. 

Certificate of Assignment

The first paper filed in an action or proceeding to which the Probate Code applies must be accompanied by a certificate of assignment. The certificate must be on the local from prescribed by the court.... The party who files the certificate is not required to serve the certificate on any party. The certificate is used for statistical purposes and may affect the assignment of the case to the location specified by local rule where certain types of actions or proceedings may be tried.

(Adopted 1-1-86; amended 3-17-89, effective 7-1-89; amended 10-21-89, effective 1-1-90;  amended 3-16-91, effective 7-1-91; amended 4-4-92, effective 7-1-92; amended 4-28-06, effective 7-1-06; amended 10-21-09, effective 1-1-10; amended 10-22-10, effective 1-1-11; Moved from Title 6 and renumbered from Rule 6.0101, 8-1-11, effective 1-1-12)

Contested Matters.

l.	Contested matters normally will not be heard on the daily calendar.  Attorneys shall either (1) appear at the time scheduled for hearing, advise the Probate Judge of the contest, obtain a trial date from t...he Probate Judge; or (2) obtain a trial date from the Probate Judge in advance of the time scheduled for hearing.

2.	As to will contests, trial and pre-trial rules of the Court, if any, shall apply.  Counsel should inquire of the trial judge if any rules are applicable to that department.

The Probate Examiner will ordinarily review the daily probate calendar approximately ten (10) days in advance of the date of hearing, and shall indicate thereon those matters which, procedurally and jurisdictionally, are either de...ficient or are recommended for approval by the Court.  The examiners' notes are finalized three (3) court days before the scheduled hearing date.

Notes appearing on the calendar are for the Court's benefit in reaching its determination and decision.  Counsel may be informed of and may rectify said deficiencies by filing appropriate verified supplements and/or amendments provided appropriate notices are given as required by statute or rule.  Supplements and corrections not received by the examiner prior to the three (3) day finalization of notes will not be reflected in the notes reviewed by the Court, and such matters may be continued for further hearing to allow further examination and review.  The Court, in its discretion, may consider such late-filed supplements/corrections.  

The Probate Examiner will not ordinarily discuss said notes in detail nor advise counsel of the action to be taken, nor is the Clerk's Probate Section authorized to answer questions regarding probate notes.  Counsel or their secretaries may call for Examiner's notes in advance of the hearing or may retrieve notes via the Court's Internet website.  Each Court location may set its own hours for telephone availability of its examiners.  

(Adopted 1-1-86; amended 3-17-89, effective 7-1-89; amended 10-21-89, effective 1-1-90; amended 4-28-06, effective 7-1-06; Moved from Title 6 and renumbered from Rule 6.0104, 8-1-11, effective 1-1-12)

Matters Not Approved.  At the call of the calendar, if the matter is not ready for hearing, it will be continued for at least four (4) weeks, unless good cause is shown otherwise.  Any matter continued two (2) times may be ordered... off calendar or denied.

All original documents submitted by fiduciaries in support of their Inventory and Appraisals or accountings as required by Local Rules 7129 or 7162, Probate Code 2620(c), including financial account statements, original closing es...crow statements, and original residential care facility or long-term care facility bills must be lodged separately from the Inventory and Appraisal or accounting as a confidential document complying with California Rules of Court, Rule 2.100 et seq. To facilitate scanning, the document must be loosely bound and not stapled. The caption page for the document must be the mandated local form RI-PR060 "Financial Document(s) Cover Sheet," and must include a statement regarding the total number of pages (including the cover sheet) submitted and a declaration by the fiduciary under penalty of perjury stating the documents attached are the originals. To facilitate return of the original document, the fiduciary must submit, at the time of filing, a self-addressed envelope with sufficient postage for mailing the documents or an attorney service pick up slip. Documents scanned by the Court shall constitute the Court's permanent record of such documents. After the documents are scanned, the Clerk is directed to return the documents to the fiduciary. The court will retain the documents in electronic form only. The fiduciary must retain the originals until the order approving the final account is final. 

(Added 4-21-10; effective 7-1-10; moved from Title 6 and renumbered from Rule 6.0107, 8-1-11, effective 1-1-12; amended 11-8-14, effective 1-1-15; amended 4-30-20, effective 7-1-20)

A. GENERAL ELIGIBILITY REQUIREMENTS. 

1. As provided in the California Rules of Court, Rule 7.1104, in addition to the requirements set forth in Rule 7.1101 et seq., counsel appointed by the court must meet the requirements for... each specific area(s) of interest selected from the following: 

a)	Conservatorships. To represent a conservatee in a conservatorship proceeding, an attorney must satisfy the requirements of California Rules of Court, Rule 7.1103. 

b)	Guardianships. To represent a ward in a guardianship proceeding, an attorney must satisfy the requirements of California Rules of Court, Rule 7.1102.

c)	Probate Code 3101. To represent parties in proceedings under Probate Code 3101, an attorney must be familiar with the laws and regulations for Medi-Cal eligibility, including the rules regarding the increase of the Community Spouse Resource Allowance or the minimum monthly maintenance needs allowance, exempt assets, gifting rules, special needs trusts under 42 U.S.C. 1396p(d)(4)(a) and (c), and tax and estate planning ramifications related to Medi-Cal planning. An attorney must also satisfy the requirements of California Rules of Court, Rule 7.1103. 

d)	Probate Code 3600 / CRC 7.903 Trusts. To represent a party in a proceeding under Probate Code 3600 or to establish or fund a trust that is subject to California Rules of Court, Rule 7.903, an attorney must be familiar with the laws and regulations for eligibility for Supplemental Security Income (SSI) and Medi-Cal, including income and asset limits, exempt assets, special needs trusts under 42 U.S.C. §1396p(d)(4)(a) and (c), and ABLE accounts. The attorney must also be familiar with the application of MICRA to medical malpractice settlements. The attorney must also satisfy the requirements of California Rules of Court, Rule 7.1102 or 1103. 

e)	Fiduciary Appointments / Probate Code 9252(c) / Guardians ad Litem. To serve in a fiduciary capacity, represent an estate under Probate Code 9252(c), or serve as a guardian ad litem, an attorney must have at least five years of experience in the practice of California law representing fiduciaries in court proceedings, or serving as a fiduciary or guardian ad litem in court proceedings. The relevant experience must include at least five different court proceedings within five years prior to the date of the attorney's application.

f)	Health Care Decisions for Adults Without Conservators. To represent a party in a proceeding under Probate Code 3200 et seq., an attorney must satisfy the requirements of California Rules of Court, Rule 7.1103.  

2. Proof of compliance with the requirements set forth in this rule shall be provided using a mandatory local form filed as an attachment to Judicial Council form GC-011, and shall be filed in the same court location where proceedings under Welfare and Institutions Code section 5350 et seq. are filed.

A. Appointment

1.	The appointment of probate referees shall be on a rotational basis.  No deviation in appointment rotation shall be authorized or permitted without prior written approval of the Court for good cause shown.

2....	Whenever the appointment is not effected on the order for probate, the appointment of a probate referee may be accomplished by ex-parte application delivered to the Clerk's Office.

(Adopted 1-1-86; amended 3-17-89, effective 7-1-89; amended 10-21-89, effective 1-1-90; deleted 4-28-06, effective 7-1-06; Moved from Title 6 and renumbered from Rule 6.0601, 8-1-11, effective 1-1-12)

Complete Inventory.  An inventory entitled "Inventory and Appraisal ( ) Complete" will be deemed to be a full inventory of all the known assets of an estate, valued as of the date of death.  All items specifically bequeathed (and ...in existence at the date of death) must be separately listed in the inventory.

Final Inventory.  The final inventory and appraisal will be deemed to be the last of the partial inventories and shall be entitled "Inventory and Appraisal ( ) Final."

Amended/Corrected Inventory.  If the inventory and appraisal is filed to correct an error in one previously filed, it shall be entitled "AMENDED/CORRECTED Inventory and Appraisal (proper block to be checked).  "It should show the ...total inventory amount as amended.  This may result in a change in the date-of-death valuation and may have an effect on the computation of death taxes, if any, and statutory compensation.  The entire inventory and appraisal shall be restated, not just the items being changed or corrected.  An amendment to an inventory shall not be filed.

When a minor, conservatee, or decedent's estate receives an asset as the heir or beneficiary of a decedent's estate, the guardian, conservator, or personal representative who receives the asset shall file concurrent with the filin...g of the Inventory and Appraisal a declaration and attach a copy of the Order of Partial or Final Distribution, Spousal or Domestic Partner Property Order, Affidavit re Real Property of Small Value, Order Determining Succession to Real Property, or Affidavit for Collection or Transfer of Personal Property from the decedent's estate.

When a minor, conservatee, or decedent's estate receives proceeds as the beneficiary of a life insurance policy, the guardian, conservator, or personal representative who receives the asset shall file concurrent with the filing of... the Inventory and Appraisal a declaration and attach a copy of the check received from the life insurance company.

When a conservator, guardian, or personal representative files an Inventory and Appraisal that includes property to be appraised by the guardian or conservator or personal representative pursuant to Probate Code 2610(a) and / or P...robate Code 8901(c) and (d), they shall concurrently lodge in the manner provided in Local Rule 7112 the following: 

1. For accounts at a bank or other financial institution, account statements as defined in Probate Code 2620(c)(1) for each account showing the account balance as of the date of appointment of the guardian or conservator or the decedent's date of death. Submitting an account statement pursuant to this rule satisfies the requirement to file the statement pursuant to Probate Code 2620(c). Any variation between the statement and the balance reflected in the inventory or account that is not otherwise readily understandable from the statement shall be explained by a declaration filed with the lodged documents.

2. For checks, a copy of the check. 

General.   All ex-parte matters shall be submitted to the Probate Department.

Specifically Bequeathed Property.  Petitions for sale of stock or personal property must allege whether the property is specifically bequeathed.  If the property is so bequeathed, the consent of the beneficiary must accompany the ...petition.

Where notice is required to be given pursuant to Probate Code § 1208(b) such as where a trust is a beneficiary of a decedent's estate, the petitioner shall file separately from the petition as a confidential document a true and c...orrect copy of the trust, including any amendments, disclaimers, and any directions or instructions to the trustee that affect the disposition of the trust. The confidential document shall be filed using the court's mandatory local form RI-PR058 - Trust Documents Coversheet - Confidential - as the cover page. The confidential document shall not be released to any party absent a prior order of the court.

(Adopted 10-15-13, effective 1-1-14; amended 11-8-14, effective 1-1-15)

Vesting Deed Attached to Petition
Any petitioner under Probate Code 13150 et seq. (Petition to Determine Succession to Real Property, form DE-310), or Probate Code 13650 et seq. (Spousal or Domestic Partner Property Petition, for...m DE-221) requesting an order concerning title to real property held in whole or in part by the decedent shall attach to the petition a copy of all deeds by which the decedent acquired title

The petition shall set forth sufficient facts for the Court to determine the advisability of the continuance of the business and the parties to whom notice of the hearing should be given.  Ordinarily, the Court will require that a...t least fifteen (15) days notice of the hearing be given to the five (5) largest creditors of the estate, in addition to the notice required under Probate Code Section 1220.  

(Adopted 1-1-86; amended 3-17-89, effective 7-1-89; amended 10-21-89, effective 1-1-90; Moved from Title 6 and renumbered from Rule 6.0703, 8-1-11, effective 1-1-12)

Any Petition under Probate Code section 850 must state the names and last known addresses of all parties entitled to notice pursuant to Probate Code section 851. 

For any Petition under Probate Code section 850 that concerns a lease of land held by the Bureau of Indian Affairs, the parties entitled to notice pursuant to Probate Code section 851(a)(2) shall include the Bureau of Indian Affai...rs.

Where more than one broker is involved, petitioner shall indicate the manner in which the commission is to be allocated if agreed upon between the brokers.  No commission shall be paid to a broker who is a buyer or related to the ...buyer within the 2nd degree. 

(Adopted 1-1-86; amended 3-17-89, effective 7-1-89; amended 4-28-06, effective 7-1-06; Moved from Title 6 and renumbered from Rule 6.0903, 8-1-11, effective 1-1-12)

At the hearing on confirmation of sale at which an overbid is accepted, a written overbid is required to be filed with the Court by the successful bidder. 

(Adopted 1-1-86; amended 3-17-89, effective 7-1-89; amended 4-28-06, ef...fective 7-1-06; Moved from Title 6 and renumbered from Rule 6.0905, 8-1-11, effective 1-1-12)

Petitions for preliminary or final distribution shall contain an allegation that all real or personal property taxes, current federal and California income taxes, and all federal and California estate taxes have been paid or that ...such estate taxes have been adequately secured to the satisfaction of the Internal Revenue Service.

(Adopted 1-1-86; amended 3-17-89, effective 7-1-89; amended 10-21-89, effective 1-1-90; amended 4-28-06, effective 7-1-06; Moved from Title 6 and renumbered from Rule 6.1007, 8-1-11, effective 1-1-12; amended 4-24-14, effective 7-1-14)

Notice of the time and place of hearing on a petition, report, or account, and a notice of the filing of an inventory, together with a copy of the petition, report, inventory, or account, shall be mailed to the Indian tribe of the... minor or conservatee at least 15 days before the hearing, or within 15 days after the inventory is filed, if both of the following conditions exist:

(1)	The guardianship or conservatorship estate includes money received from the minor or conservatee’s Indian tribe, property acquired with that money, or revenue or profit from that money or property. 

(2)	The petition, report, inventory, or account is filed under any one or more of the following provisions: Section 1510, 1601, 1820, 1861, 1874, 2422, or 2423; Article 7 (commencing with Section 2540) of Chapter 6 of Part 4; Section 2570, 2571, 2580, 2592, 2610, 2613, or 2620; Chapter 8 (commencing with Section 2640) of Part 4; Chapter 9.5 (commencing with Section 2670) of Part 4; Section 3080 or 3088; or Chapter 3 (commencing with Section 3100) of Part 6.

Transfers Between Cash Accounts. Transfers of cash between accounts as defined in Probate Code § 21 or money market mutual funds as defined in subdivision (b) of Probate Code §9730 shall not be reported in the detailed schedules... required by Probate Code §1062(a) (receipts), (b) (disbursements), (d) (calculation of gains or losses on sale or other disposition), or Probate Code § 1063(b) (purchases or other changes in the form of assets). 

Total for Purchases. Each detailed schedule required by Probate Code § 1063(b) (purchases or other changes in the form of assets) shall contain a calculation of the total of the column of the schedule providing the purchase price... of the assets. Items that are not purchased or sold in exchange for cash shall not be included in this total. 

If an order for final distribution of an estate of a decedent, ward, conservatee or trust includes a reserve of more than $1,500, an accounting of the reserve shall be attached to the Ex Parte Petition for Final Discharge (Judicia...l Council form DE-295 or GC-395). If the reserve amount is $10,000 or more, the Ex Parte Petition for Final Discharge shall be set for hearing, and notice of hearing shall be given in the same manner as is required for an accounting.

(Adopted 11-8-14, effective 1-1-15)

A copy of the decedent's death certificate, with the decedent's social security number redacted, shall be filed with any Petition for Probate (Probate Code 7000 et seq), Petition to Determine Succession to Real Property (Probate C...ode 13150 et seq) or Spousal Property Petition (Probate Code 13500 et seq).

(Adopted 10-30-15, effective 1-1-16)

A petitioner who files a petition for letters of administration, letters of administration with will annexed, probate of will and for letters testamentary, to determine succession to real property, or a spousal property petition m...ust comply with this rule if either of the following is true: 

(1)	The petition requests a finding that the decedent died intestate when a will and/or codicil has been lodged as an original with the court or a copy of a will and/or codicil has been otherwise filed with the court. 

(2)	The petition requests probate of or distribution under a will and/or codicil, and a different will and/or codicil has been lodged as an original with the court or a copy has otherwise been filed with the court. 

This rule does not apply if any of the following is true:

(1)	The petition requests probate of or distribution under a will that purports to have been executed after the date of rejected will and/or codicil and that expressly r...evokes all prior wills. 

(2)	The petition is for letters of administration or distribution under intestate succession and the rejected will and/or codicil provides for distribution that is identical to intestate succession and does not appoint a party other than petitioner to serve as executor.

(Adopted 10-30-15, effective 1-1-16)

CONFIDENTIAL SUPPLEMENT TO DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE(S)

The Confidential Supplement to Duties and Liabilities of the Personal Representatives(s) Judicial Council Form DE-147(S) must be submitted by each ...personal representative and must contain the personal representative's date of birth and driver's license number. This form shall be filed as confidential and shall not be released to any party absent a prior order of the court. The clerk must maintain the form in a manner that will protect and preserve its confidentiality.

NOTICE TO VICTIM COMPENSATION AND GOVERNMENT CLAIMS BOARD

The optional local form for Notice to the Victim Compensation and Government Claims Board (RI-PR039) contains the date of birth of the heirs and/or beneficiaries of the ...decedent's estate. Consequently, the form shall be filed as confidential, and shall not be released to any party absent a prior order of the court. The clerk must maintain the form in a manner that will protect and preserve its confidentiality. 

Any written election under Probate Code section 13502 must include a declaration under penalty of perjury by the electing surviving spouse or registered domestic partner, or by the personal representative, guardian, or conservator... of their estate acknowledging the following:

1.	That the alternative procedures available pursuant to Probate Code sections 13540, 13541, 13545, 13600, and 13650 have been considered; and

2.	That inclusion of the property in the administration of the decedent’s estate could result in probate fees, personal representative commissions, and attorney fees that are higher than if an alternative procedure was used. 

(Adopted 10-19-12, effective 1-1-13; amended 5-7-21, effective 7-1-21)

The original will shall be deposited with the court pursuant to Probate Code Section 8200.  

If the original will is lost, a copy of the lost will or a document setting forth the terms of the lost will shall be filed as an attachment to the affidavit or petition. The attachment must clearly indicate that the original will... is lost, and shall be accompanied by a declaration addressing the presumption of revocation under Probate Code 6124. 

(Adopted 10-26-07, effective 1-1-08; Moved from Title 6 and renumbered from Rule 6.0403, 8-1-11, effective 1-1-12; amended 10-30-15, effective 1-1-16; amended 11-5-21, effective 1-1-22)

When accrued interest has been paid in connection with the delayed payment of claims for the reasonable costs of funeral expenses, a specific allegation must be made in the report accompanying the account in which credit for such ...payment has been taken setting forth the reasons for credit for payment of interest where the delay in payment of the claims is not justified by the facts set forth.  Interest for funeral and interment claims will be allowed only as provided by Health and Safety Code Section 7101, and will be separately set forth. 

(Adopted 1-1-86; amended 3-17-89, effective 7-1-89; Moved from Title 6 and renumbered from Rule 6.0804, 8-1-11, effective 1-1-12)

A. Guardianship of the Person
1.   Upon filing of a petition for appointment of guardian of the person or petition for termination of guardianship of the person, the petitioner or the petitioner's attorney shall furnish to th...e Clerk a completed copy of the following local forms:

One form for each Guardian/Parent:
Social History of Guardian / Parent, Local Form RI-PR092
Employment Verification and Consent, Local Form RI-PR093
Three forms for each Guardian/Parent:
Character Reference Questionnaire, Local Form RI-PR094
One form for each Minor:
Social History of Minor, Local Form RI-PR095
School Report, Local Form RI-PR096

2.   When a referral is made to the Riverside County Department of Public Social Services under Probate Code 1513(b), the investigation otherwise required by Probate Code section 1513(a) for a proposed guardian who is a relative is waived unless ordered by the court.
3.   If the surviving parent(s) has not been personally served with a copy of a petition for appointment of guardian in the proceeding and does not appear at any hearing on a petition for appointment of guardian of the person, the petitioner shall file with the court a certified informational copy of the birth certificate for the proposed ward unless this requirement is waived by the court. The clerk shall file the birth certificate as a confidential document that is only available to the court absent a court order releasing the document. After imaging, the clerk shall forward the original to the local police or sheriff's department with jurisdiction over the residence of the proposed guardian. The police or sheriff's department shall check with the National Crime Information Center Missing Person System to ascertain whether the child has been reported missing or is the victim of an abduction and shall report the results of the check to the court.

B. Guardianship of the Estate
When a petition requests appointment of a guardian of the estate only, the investigation otherwise required by Probate Code section 1513 is waived unless ordered by the court.

C. Confidentiality
1.   The Employment Verification and Consent, Local Form RI-PR093, Character Reference Questionnaire, Local Form RI-PR094, and School Report, Local Form RI-PR096 are used by the court and / or by the Riverside County Department of Public Social Services to prepare reports under Probate Code 1513 or as ordered by the court. The forms and the information contained on the forms are confidential. They shall only be made available to persons who have been served in the proceedings or their attorneys. The clerk of the court shall make provisions to limit access to these documents exclusively to persons entitled to receipt.
2.   The Social History of Guardian / Parent, Local Form RI-PR092 and Social History of Minor, Local Form RI-PR095 are used by the court and / or by the Riverside County Department of Public Social Services to prepare reports under Probate Code 1513 or as ordered by the court. The forms contain personal identifiers and are confidential. They shall not be released to any party or their attorney absent a court order. The clerk must maintain these forms in a manner that will protect and preserve their confidentiality.
3.   The information on the Confidential Cohabitant Screening Form, Local Form RI-PR040 is used by the court and by persons or agencies designated by the court to supervise the placement and care of minors under guardianship. The form and the information obtained on the form are confidential and shall not be released to any party or their attorney absent a court order. The clerk must maintain these forms in a manner that will protect and preserve their confidentiality.
4.   The results of the screening by the Riverside County Department of Public Social Services required by Probate Code 1516 are confidential. They shall only be made available to court-appointed counsel for the ward, or the person who is the subject of the screening results or their attorney. The clerk of the court shall make provisions to limit access to the results exclusively to persons entitled to receipt.
5.   Confidential information from the California Law Enforcement Telecommunications System obtained by the Probate Investigator to complete the investigation required by Probate Code 1513(a) shall be in a separate attachment to the investigation report. It shall only be made available to court-appointed counsel for the ward, or the person who is the subject of the screening results or their attorney. The clerk of the court shall make provision to limit access to the results exclusively to persons entitled to receipt.

(Adopted 1-1-86; amended 3-17-89, effective 7-1-89; amended 10-21-89, effective 1-1-90; amended 4-4-92, effective 7-1-92; amended 10-30-99; effective 1-1-00; amended 4-28-06, effective 7-1-06; Moved from Title 6 and renumbered from Rule 6.1101, 8-1-11,
effective 1-1-12; amended 10-3-15, effective 1-1-16; amended 10-26-18, effective 1-1-19; amended 5-7-21, effective 7-1-21; amended 5-5-23, effective 7-1-23)

Where a guardian accounts for the assets of more than one minor, an accounting for each minor must be set forth separately.

(Adopted 1-1-86; amended 3-17-89, effective 7-1-89; amended 10-21-89, effective 1-1-90; amended 4-28-06..., effective 7-1-06; Moved from Title 6 and renumbered from Rule 6.1104, 8-1-11, effective 1-1-12)

If a guardian is required to file a confidential guardianship status report and an adult has moved into the child's home after the guardianship was established, in addition to the mandatory Judicial Council form the guardian shall... file a confidential local form. The form shall provide the date of birth, driver's license number, and social security number of each adult who has moved into the child's home after the guardianship was established. 

The clerk shall obtain State summary criminal information, as defined in Penal Code section 11105, concerning each adult who is indicated on the form filed pursuant to this rule and shall provide the information to the judicial of...ficer who is reviewing the guardianship status report. 

(Adopted 5-13-13, effective 7-1-13)

If a proposed conservator fails to meet these requirements, the court may continue or deny the petition for appointment, or make other appropriate orders. If the proposed conservator has been appointed as temporary conservator and... fails to meet these requirements, the temporary conservator must attend the hearing on the petition for appointment as conservator. If the temporary conservator fails to attend the hearing or fails to show good cause why they failed to attend the educational program, the court may suspend the powers of the temporary conservator, terminate the temporary conservatorship, deny or continue the petition for appointment of conservator, or make other appropriate orders. 

In addition to the notice required pursuant to Probate Code, Section 2250, all persons entitled to notice on the general petition shall be given at least twenty-four (24) hour, telephonic notice of the request for appointment of a... temporary conservator.

(Added 10-21-89, effective 1-1-90; amended 4-28-06, effective 7-1-06; Moved from Title 6 and renumbered from Rule 6.1200, 8-1-11, effective 1-1-12)

Termination of Life Support Treatment.  Notwithstanding that the conservator has the authority to give medical consent for the conservatee, the conservator shall not withhold or terminate life support treatment without prior court... authorization.  Advice of a licensed physician as well as the consents of the immediate family members are required. 

(Adopted 1-1-86; amended 3-17-89, effective 7-1-89; amended 10-21-89, effective 1-1-90; amended 10-17-98, effective 1-1-99; Moved from Title 6 and renumbered from Rule 6.1203, 8-1-11, effective 1-1-12)

Probate Investigators Referral Report 
1.  Use of Form. The Probate Investigator's Referral Report (local form RI-PR016) provides phone and email contact information for relatives of the conservatee, contact information concernin...g the conservatee's residence and school or day program, need for an interpreter, and the conservatee's current medical diagnoses and medications. This information is provided to assist the probate investigator in completing the duties required by law. 
2.	Confidentiality. The Probate Investigator's Referral Report shall be confidential and shall be made available only to parties, persons given notice of the proceedings who have requested these forms or who have appeared in the proceedings, their attorneys, and the court. The court shall have the discretion at any other time to release the forms to other persons if it would serve the interests of the conservatee. The clerk of the court shall make provision for limiting disclosure of the forms exclusively to persons entitled to receive them under this rule.	

(Adopted 10-30-15, effective 1-1-16)

All payments made to care providers (relative or non-relative) for personal care to the conservatee must be authorized by the court prior to the rendition of services. 

(Added 10-19-96, effective 1-1-97; amend. 10-17-98, effect...ive 1-1-99; Moved from Title 6 and renumbered from Rule 6.1204.1, 8-1-11, effective 1-1-12)

All orders and letters for limited conservatorship of person, limited conservatorship of estate, or limited conservatorship of person and estate, must include mandatory local form RI-PR062 as an attachment, setting forth the speci...fic powers and duties over the Person and/or Estate granted by the Court.

(Adopted 4-28-17, effective 7-1-17)

Conservatee's Address.  The conservatee's current residence address shall be set forth in each accounting or Declaration in Support of Order Dispensing With Accounting filed.

Copies of all inventories and appraisals shall be served on any attorneys of record for any conservatee at the time of filing with the Clerk.

Adopted 1-1-86; amended 3-17-89, effective 7-1-89; amended 10-21-89, effective 1-1-90...; amended 4-28-06, effective 7-1-06; Moved from Title 6 and renumbered from Rule 6.1208, 8-1-11, effective 1-1-12)

One of the following findings shall be made in conservatorship matters where counsel has been appointed:

The conservatee, proposed conservatee, limited conservatee, proposed limited conservatee, or person alleged to lack legal ...capacity is:

- Able to pay court-appointed counsel's attorney fees.

- Unable to pay court-appointed counsel's attorney fees.


- Able to pay a portion of the sum in the amount of $________________.
- The court presently lacks sufficient information to determine whether the conservatee, proposed conservatee, proposed limited conservatee, or person alleged to lack legal capacity, or the conservator of such person's estate has sufficient funds to pay all or a portion of the attorney's fees.  Therefore, the court orders the County of Riverside to pay attorney an amount to be determined upon submission of the payment voucher.


Note:	If this finding is made, the court shall reconsider the ability to pay all or a portion of the attorney's fees paid by the County of Riverside at the time of the hearing on the First Accounting, and the probate examiner(s) shall make a note regarding same.

Should the court determine that there is an ability to pay, an order shall be made that the County of Riverside be reimbursed, from the estate, for attorney's fees advanced, payable to the County of Riverside.

(Adopted 4-28-06, effective 7-1-06; Moved from Title 6 and renumbered from Rule 6.1211, 8-1-11, effective 1-1-12)

When a Petition to Approve Compromise of Disputed Claim or Pending Action or Disposition of Proceeds of Judgment for Minor or Adult Person with a Disability is filed where a request is made for the establishment or funding of a tr...ust, a separate probate petition shall be filed requesting the establishment or funding of the trust, to be heard concurrently with the Petition to Approve Compromise of Disputed Claim. The petition shall be filed in a new file with a probate case number, and there shall be no initial filing fee for such petition. 

(Adopted 10-24-08, effective 1-1-09; Moved from Title 6 and renumbered from Rule 6.1505, 8-1-11, effective 1-1-12; amended 5-1-21, effective 7-1-21)

The medical facility must ensure that the patient is present at the appointed time of the hearing unless the patient has waived their presence.

For hearings conducted at the medical facility, it is the responsibility of the medical facility to provide adequate security for the hearing.  The following security measures must be met by each medical facility conducting such h...earings:

1.	Competent and capable security personnel or orderly must be present in the hearing room at all times;
2.	A table that is a minimum of 60" wide by 24" deep must be present between the patient and the judicial officer.  This table shall be secured to the floor in order to provide a physical barrier. There shall be a minimum of 3'-5" between the edge of the table and the wall behind to accommodate a wheelchair or mobility device and allow the judicial officer sufficient work area;
3.	All furniture and potentially dangerous objects in the room shall be secured to the floor; and
4.	A separate exit door on the judicial officer's side of the table.

In lieu of the above security requirements, the medical facility may provide video conference equipment to allow the patient and the doctor to appear for the hearing by video. The video equipment must provide two-way video and audio communication compatible with the video conference equipment of the court. The equipment must also provide the ability for the judicial officer to simultaneously view both the patient and the doctor.

The local rules in this title are intended to supplement the California Rules of Court, which govern appeals in (1) limited civil appeals taken pursuant to Code of Civil Procedure Section 904.2, (2) misdemeanor and infraction appe...als taken pursuant to Penal Code Sections 1466 and 1538.5, and (3) small claims appeals taken pursuant to Code of Civil Procedure Section 116.710 et sequitur.

(Adopted 11-4-11, effective 1-1-12)

Record of Oral Proceedings 

1.	The record of oral proceedings in limited civil, excluding limited unlawful detainer appeals as noted in subsection (A)(2), and misdemeanor appeals may be submitted by a) statement on appeal, b) e...lectronic recording or transcript therefrom, or (c) reporter's transcript.  In limited civil appeals, the appellant and respondent may also jointly prepare or stipulate to an agreed statement on appeal.

2.	The official record of the oral proceedings in infraction trials and limited unlawful detainer trials shall be a transcription of the official electronic recording, and the parties shall be entitled to a free copy of that transcript, unless the appellant elects in the notice of appeal to proceed by statement on appeal. Infraction appellants are encouraged to use Local Form "Notice of Appeal and Record of Oral Proceedings (Infraction)." Limited unlawful detainer appellants are encouraged to use Local Form "Notice of Appeal and Record of Oral Proceedings (Unlawful Detainer)." The transcription of the official electronic recording shall be provided within 20 days of the notice to prepare the transcript. 

3.	If the appellant in a misdemeanor appeal proceeds by way of reporter's transcript, the appellant shall be responsible for transcript preparation unless appellant obtains a waiver of transcript fees pursuant to Government Code Section 68634.5 and Rule 8.866 of the California Rules of Court. Respondent shall be responsible to make private arrangements with court reporter(s) to obtain copies if appellant does not obtain a waiver of transcript fees.

Continuation.  In every criminal case where a defendant in a lower court has assigned counsel, and such defendant files an appeal, the assigned counsel is hereby appointed to continue on as counsel for the purpose of perfecting an...d arguing the appeal.

Attorney Fees.  After the decision on appeal has become final, assigned counsel may submit an application for attorney fees for services rendered in the appeal proceeding to the Presiding Judge who shall consider the application a...nd may award reasonable attorney fees pursuant to Penal Code Section 987.2.

(Adopted 1-1-86; Renumbered from Rule 8.0015, 8-1-11, effective 1-1-12; amended 11-4-11, effective 1-1-12; amended 5-7-21, effective 7-1-21)

Transmittal.  A certified copy of the notice accompanied by a certified copy of the notice of appeal, the fee for filing of an appeal in a civil matter, and a certified copy of the docket shall be transmitted to the Appellate Divi...sion of the Superior Court forthwith upon mailing the aforesaid notice to the appellant.

(Adopted 1-1-86; Amend 4-25-98, effective 7-1-98; Renumbered from Rule 8.0025, 8-1-11, effective 1-1-12; amended 11-4-11, effective 1-1-12)

Schedule 8035 is for the initiation and prosecution of an appeal to the Appellate Division of the Superior Court.  Compliance therewith shall be strictly enforced.


See Schedul...e 8035

Multiple Defendants.  In cases involving multiple defendants in which there is an appeal by less than all defendants, the only original documents which should be transmitted to the Clerk of the Superior Court should be the notice ...of appeal and the notice of entry of judgment; other documents required pursuant to Rule 8.957 of the California Rules of Court are to be certified copies.

Extraneous Documents.  Extraneous correspondence and other documents which are neither admitted into evidence nor marked for identification should not be transmitted to the court.

(Adopted 1-1-86; Renumbered from Rule 8.0040, 8...-1-11, effective 1-1-12; amended 11-4-11, effective 1-1-12)

The County Clerk is hereby relieved of any obligation imposed on them by law with respect to the above powers, duties and responsibilities.  This rule does not transfer from said County Clerk to the Executive Officer those powers,... duties, and responsibilities of the County Clerk which are performed by County Clerk in such capacity such as the issuance of marriage licenses, the filing of fictitious business name statements, and the keeping of naturalization records.

Pursuant to Government Code section 69508 and Rule 10.602 of the California Rules of Court, on the last Monday in June, hereafter called election date, every other year, by a majority vote in a secret ballot, the sitting judges sh...all elect a Presiding Judge, who will serve one two-year term beginning on January 1 following the election.  The Presiding Judge shall not serve a second consecutive two-year term.  A sitting judge having served one two-year term may serve additional two-year terms, but not consecutively.

Three weeks before the election date, the Executive Officer shall distribute ballots to all sitting judges containing the names of all individuals who received the minimum number of nominations required and who have agreed to serv...e as Presiding Judge, if elected.  Completed ballots must be returned to the Executive Officer no later than 4:00 p.m. on the election date. Voting cannot be by proxy.

Upon being elected Presiding Judge, the successful candidate (herein, "Presiding Judge Elect"), shall forthwith meet and confer with each of the sitting judges for the purpose of selecting an Assistant Presiding Judge.  Up...on completion of said meet and confer process, the Presiding Judge Elect shall nominate their designee for the position of Assistant Presiding Judge and shall notify in writing all judges of such nomination.   The name of the designee shall thereafter be placed before the sitting judges in a confirmation election.  If a designee fails to receive confirmation by majority vote, the Presiding Judge Elect shall recommence the process (meet and confer; nomination; and confirmation election) until a designee is confirmed by majority vote.  The Assistant Presiding Judge shall serve for a term of two (2) years, concurrent with that of the Presiding Judge.  A designee who failed to receive confirmation by majority vote shall not be eligible for the position of Assistant Presiding Judge for a period of one year. 

The restriction of serving consecutive terms set forth in section A shall not prevent an Assistant Presiding Judge who assumes the duties and responsibilities of the Presiding Judge pursuant to this rule from election to a full te...rm as Presiding Judge consecutive to the term he/she completed.

(Added 10-17-98, effective 1-1-99; amended 9-29-01, effective 1-1-02; amended 10-22-04, effective 1-1-05; amended 10-28-06; effective 1-1-07; amended effective 7-1-07; Moved from Title 9 and renumbered from Rule 9.2000, 8-1-11, effective 1-1-12; amended 5-7-21, effective 7-1-21)

The voting members of the Executive Committee shall consist of: 

1.	The Presiding Judge;
2.	The Assistant Presiding Judge;
3.	The immediate past Presiding Judge;
4.	The Countywide Supervising Judge for Civil;
5.	The Countyw...ide Supervising Judge for Criminal;
6.	The Countywide Supervising Judge for Family Law;
7.	The Countywide Supervising Judge for Probate;
8.	The Presiding Judge for Juvenile Court; and
9.	Four judges, selected from the bench at large.

Executive Committee members shall be appointed by the Presiding Judge. The Presiding Judge shall take into consideration regional balance on the Executive Committee when selecting the at-large judges. 

Pursuant to California Rule of Court 10.603, the Presiding Judge has the authority to delegate judicial administrative responsibilities and shall do so by appropriate standing order.  

The Presiding Judge shall appoint: 

1.	Countywide Civil Law Supervising Judge;
2.	Countywide Criminal Law Supervising Judge;
3.	Countywide Family Law Supervising Judge;
4.	Countywide Probate Law Supervising Judge; and
A Pre...siding Judge for Juvenile Court. 

(Adopted 4-30-04, effective 7-1-04; Moved from Title 9 and renumbered from Rule 9.2600, 8-1-11, effective 1-1-12; amended 10-19-12, effective 1-1-13)

Special meetings of the entire court may be called on notice by the Presiding Judge or on written request of twelve (12) sitting judges served on the Executive Officer and bench at least five days before the proposed meeting date.

There shall be no proxy voting on questions before the Court, except that absentee voting shall be allowed on proposed amendments to Court Rules and the election of the Presiding Judge.  In the matter of approval of amendments to ...these Rules, absentee ballots must be signed, placed in a sealed envelope and delivered to the Executive Officer prior to the date of the meeting in which the amendments are to be considered.  A majority vote of all sitting judges shall be necessary to adopt an amendment to these Rules.

Definitions
For purposes of this Local Rule, the following definitions apply: 
(1)	The term "court" means any courtroom, courthouse, court office, or court facility in the County where the court conducts business, including but ...not limited to all entrances, exits, hallways, elevators, stairwells, waiting areas, security screening stations, service areas, lobbies, clerk's offices, and adjacent court parking areas.  It does not include the offices in any courthouse or court facility occupied by independent agencies, including the Offices of the District Attorney and the Public Defender. 
(2)	The term "media" or "media agency" means any person or organization engaging in news gathering or reporting and includes any newspaper, radio or television station or network, news service, magazine, trade paper, in-house publication, professional journal, or other news-reporting or news-gathering agency.
(3)	The term "media coverage" means any photographing, recording or broadcasting of court proceedings by the media using television, radio, photographic, or recording equipment.

Media Inquiries Regarding Use of Court Facilities
(1)Media Coverage in Court Facilities, Aside from Proceedings in Courtrooms
Media requests to film, photograph, or otherwise broadcast, aside from court proceedings in a courtroo...m, shall be made in writing to the court's Public Information Office before the proposed filming or photographing is to occur.  The request should include relevant details including, but not limited to: the amount of time needed to complete the assignment, the purpose, scope, proposed time and date of the filming, photographing and/or broadcast.  Such written requests will be reviewed, and routed to the Presiding Judge or the Supervising/Lead Judge for the requested facility, or their designee, as appropriate for approval.
	(2) Other Media Inquiries to Use Court Facilities 
Other media requests for use of court facilities not relating to media coverage of court proceedings in a courtroom, and not falling within Section C(1) of this Local Rule shall be made in writing to the Public Information Office.  The written request should include relevant details including, but not limited to: the amount of time requested for use of the court facility, the purpose, scope, and proposed time and date of the requested use of the court facility.   Such written requests will be reviewed, and routed to the Presiding Judge or Executive Officer for consideration. 
	(3) Requirements for Media Regarding Court Policies and Procedures
Each media agency is responsible for ensuring that all its personnel in the court know and follow all court policies and procedures, and any instructions of court representatives.
	(4) Court Authority to Revoke Permission
Permission to film, photograph, broadcast or otherwise use the court facility granted pursuant to Section C of this Local Rule may be revoked by the court at any time.

 A list of visitation providers is available through the Riverside Superior Court website. The individuals on the list have identified themselves as professional supervised visitation providers and have submitted a Declaration of ...Supervised Visitation Provider (Professional) FL-324(P), proof of the required training and Trustline registry. Form FL-324(P) must also be filed with any supervision reports submitted to the court.

Except in cases for unlawful detainer, all case management conferences, trial setting conferences, status hearings, status conferences, orders to show cause, and trial call hearings appearances in unlimited and limited civil cases... shall be telephonic unless (1) the Court orders a particular hearing to be conducted in person, or (2) a party timely notifies the Court and all other parties of the party's intent to appear in person. In order to appear in person, at least one party to the litigation must file and serve the court's mandatory local form RI-CI038 - Notice of Intent to Appear in Person (Civil) - no later than 10 days before the hearing.  If one party files a Notice of Intent to Appear in Person, then all other parties are permitted to appear in person without further notification.

(Adopted 11-5-21, effective 1-1-22; temporarily suspended 1-10-22, effective 1-12-22)

Unless an in-person appearance is expressly ordered by the court or otherwise required by law, attorneys and self-represented litigants intending to appear remotely shall notify all opposing parties of their intention before the h...earing. That notice may be given informally, including by telephone, email or text message. No advance notice to the court of the intention to appear remotely is required prior to the date of the hearing. 

If for any reason the court determines that an in-person appearance is required, the hearing may be continued to a date at which the parties will be ordered to appear in person. 

This rule applies to all non-evidentiary hearings in cases brought under the Family Code. Non-evidentiary hearings are those in which oral testimony will not be received, such as (a) hearings on motions, request for orders and ex-parte applications; (b) case management proceedings such as case status conferences, mandatory settlement conferences and trial readiness conferences; and (c) hearings in response to orders to show cause other than those for contempt.

This rule shall be in effect until January 1, 2026. Local Rule 5160 is suspended until that date.

(Adopted 2-10-22, effective 2-15-22; amended 6-2-23, effective 7-5-23)

Pursuant to the Cal. Standards of Judicial Administration, Standard 10.20, there shall be a Committee to Eliminate Bias and Promote Equal Justice.  The chair and members of the committee shall be selected by the Presiding Judge. V...arious subcommittees may be created by the chair based on needs in areas such as education, outreach and stakeholder interests, among other relevant topics.  The committee's goals will include improving communication between the Court, justice partners and court users, while identifying and confronting institutional racism, historical biases, and discrimination within the justice system and community.

(Adopted 5-6-22, effective 7-1-22)

Forms FL-324(P) and FL-324(NP) shall be filed as confidential documents.

References:
Family Code 3200 and 3200.5
Standards of Judicial Administration, standard 5.20
Judicial Council Forms:
Declaration of Supervised Visitati...on Provider (Professional) FL-324(P)
Declaration of Supervised Visitation Provider (Non-Professional) FL-324(NP)

Local Forms:
Service Provider Application (RI-FL013)

(Adopted 10-15-13, effective 1-1-14; amended 11-5-21, effective 1-1-22; amended 5-6-22, effective 7-1-22)

A. Definitions.
For purposes of this rule, the following definition shall apply:
1. "Conservator" includes a proposed conservator, conservator, or limited conservator.
2. "Conservatee" includes a proposed conser...vatee, conservatee, or limited conservatee.
3. "Petition requesting an order that would change the rights of a conservatee" includes a Petition for Appointment of Probate Conservator (form GC-310), a Petition for Exclusive Authority to Give Consent for Medical Treatment (form GC-380), or any other petition that seeks any order that would add or remove powers or duties of a conservator, or add or removes rights of a conservatee.
4. "Order changing the rights of a conservatee" includes an Order Appointing Probate Conservator (form GC-340), Order Authorizing Conservator to Give Consent for Medical Treatment (GC-385), or any other court order that adds or removes powers or duties of a conservator, or adds or removes rights of a conservatee.

B. Personalized List of Rights
1.   Petition. A petitioner who files a petition requesting an order that would change the rights of a conservatee shall file concurrently with the petition a Personalized List of Rights (Local Form RI-PR105). The form shall be completed with the rights the conservatee would have if the petition were granted, and shall be signed by the conservator.
2.   Court Order Changing the Rights of Conservatee. If the court makes an order changing the rights of a conservatee and a Personalized List of Rights (Local Form RI-PR105) has not already been filed that accurately states the rights of the conservatee, within 30 days after the court's order the conservator must file a Personalized List of Rights (Local Form RI-PR105) completed with the rights of the conservatee and signed by the conservator.
3.   Appointment of Probate Investigator. If after the appointment of a conservator the court appoints a probate investigator to complete an investigation under Probate Code 1851 and a Personalized List of Rights (Local Form RI-PR105) has not already been filed that accurately states the rights of the conservatee, within 30 days after the court's order the conservator must file a Personalized List of Rights (Local Form RI-PR105) completed with the rights of the conservatee and signed by the conservator.

C. Proof of Service of Personalized List of Rights.
Within 30 days after the court makes an order changing the rights of a conservatee, the conservator shall serve the conservatee with the Personalized List of Rights (Local Form RI-PR105) that was filed as required by this rule. Service may be accomplished by mail, or by personal service. Proof of service shall be filed using Proof of Service of Personalized List of Rights (Local Form RI-PR106).

(Adopted 5-5-23, effective 7-1-23)