Superior Court of California, County of San Joaquin

1 Superior Court of california , County of San Joaquin LOCAL RULES Eff. July 1, 2018 Judges of the Superior Court Hon. Linda Lofthus, Presiding Judge (2018-2019) Hon. Xapuri Villapudua, Assistant Presiding Judge Hon. George J. Abdallah, Jr. Hon. Tony J. Agbayani, Jr. Hon. Robin Appel Hon. Jos Alva Hon. Gus C. Barrera, II Hon. Michael D. Coughlan Hon. Kristine Eagle Hon. Bernard J. Garber Hon. Richard J. Guiliani Hon. Lesley Holland Hon. Carter P. Holly Hon. Seth R. Hoyt, Jr. Hon. Elizabeth Humphreys Hon. William D. Johnson Hon. Barbara Kronlund Hon. Anthony P. Lucaccini Hon. Richard M. Mallett Hon. Brett H. Morgan Hon. Michael J. Mulvihill, Jr. Hon. Ron Northup Hon. Charlotte J.

2 Orcutt Hon. Roger Ross Hon. W. Stephen Scott Hon. Lauren P. Thomasson Hon. Phillip R. Urie Hon. Richard A. Vlavianos Commissioner Cheryl A. McCann Commissioner John Soldati Commissioner Sheryle Sparks Rosa Junqueiro, Court Executive Officer / Jury Commissioner Superior Court of california for the County of San Joaquin 1. 1 Superior Court OF california , for the County OF SAN Joaquin 180 E. Weber Avenue Phone: (209) 992-5695 Stockton, CA 95202 Effective July 1, 2018 TABLE OF CONTENTS Eff. Date Page RULE 1. GENERAL .. 6 1- OF RULES, CITATION OF RULES AND CONSTRUCTION .. 07/01/18 6 1- CALENDARS .. 07/01/98 6 1- AND IMPANELMENT OF JURORS .. 07/01/17 6 1- 103. RESERVED FOR FUTURE USE.

3 7 1- .. 07/01/15 7 1- OF ADMINISTRATIVE PROCEDURES .. 01/01/99 7 1- .. 07/01/17 8 1- COVERAGE .. 01/01/18 8 1- OF CAMERA PHONES, OTHER PHOTOGRAPHIC EQUIPMENT AND AUDIO RECORDING .. 07/01/05 12 1- JUVENILE Court REFEREES APPOINTED JUDGE PRO TEMPORE .. 07/01/17 13 1- , LARGE OR BULKY EXHIBITS .. 07/01/05 13 1- VACATION DAY DEFINED .. 07/01/08 15 OF Court COMMISSIONERS .. 07/01/10 16 RULE 2. CRIMINAL .. 17 2- IN CRIMINAL CASES .. 07/01/98 17 2- 07/01/98 17 2- TO STRIKE PRIOR CONVICTIONS .. 01/01/99 18 2- OF POINTS AND AUTHORITIES .. 07/01/98 18 2- UNDER SECTION OF THE PENAL CODE .. 07/01/98 18 2- , MOTIONS TO DISMISS, MOTIONS TO STRIKE.

4 07/01/98 19 2- AT 01/01/08 19 2- .. 07/01/98 20 2- CONFERENCES .. 07/01/98 20 2- INSTRUCTIONS .. 07/01/14 21 2- IMPROPERLY SET FOR HOLIDAYS AND NON-JUDICIAL HOLIDAYS .. 07/01/98 21 2- TO BE RELIEVED AS COUNSEL - RETAINED COUNSEL .. 01/01/99 21 2- RECORDED PROCEEDINGS IN MISDEMEANOR CASES .. 07/01/15 21 2- FEES IN CRIMINAL AND JUVENILE MATTERS .. 07/01/99 22 2- TO MODIFY JUDGMENT .. 01/01/03 22 2- APPLICATIONS FOR TEMPORARY ORDERS FOR RELEASE OF INMATE DUE TO MEDICAL, DENTAL, FUNERAL AND OTHER APPLICABLE APPOINTMENTS .. 07/01/17 22 2- 113. BAIL SCHEDULE RULE .. 01/01/10 22 2- OF DOCTOR REPORTS TO DETERMINE MENTAL HEALTH COMPENTENCY PER PC 1368.

5 01/01/17 22 RULE 3. CIVIL .. 24 3- .. 07/01/17 24 3- CALENDARING OF CIVIL CASES .. 07/01/15 24 3- OF GENERAL CIVIL LITIGATION .. 01/01/18 24 3- APPEARANCES .. 01/01/14 28 3- CONFERENCE PROCEDURES .. 07/01/17 29 3- FINDING, ORDER, JUDGMENT OR DECREE .. 01/01/14 31 Superior Court of california for the County of San Joaquin 2. 2 3- PARTE APPLICATIONS AND ORDERS .. 01/01/18 31 3- AND ORDER FOR APPOINTMENT OF GUARDIAN AD LITEM .. 01/01/09 32 3- AND RECORDS IN EMINENT DOMAIN PROCEEDINGS .. 01/01/14 32 3- OF A 07/01/98 32 3- OR ACTION ON BEHALF OF A MINOR OR DISABLED PERSON .. 01/01/09 32 3- FEES IN ACTIONS ON PROMISSORY NOTES, CONTRACTS PROVIDING FOR PAYMENT OF ATTORNEY FEES, AND FORECLOSURES.

6 01/01/17 33 3- SHORTENING TIME .. 01/01/02 34 3- LAW AND MOTION .. 01/01/18 34 3- CONFERENCES AND EX PARTE MATTERS .. 01/01/18 35 3- 115.[Repealed 07/01/15].. 07/01/15 35 3- FEES AND EXPENSES .. 01/01/14 35 3- COPIES OF BRIEFS AND PAPERS .. 01/01/14 35 3- 118. RESERVED FOR FUTURE USE .. 07/01/05 36 3- 119. RESERVED FOR FUTURE USE .. 07/01/05 36 3- SERVICE .. 07/01/05 36 3- DISPUTE RESOLUTION .. 07/01/17 36 3- ARBITRATION [Local Rule 3-121 revised] .. 01/01/14 37 3- MEDIATION PROGRAM .. 07/01/17 38 3- ARBITRATION .. 01/01/14 41 3- EVALUATION .. 01/01/14 41 3- BY REFERENCE .. 01/01/14 41 3- JURY TRIAL 07/01/17 42 RULE 4.

7 PROBATE .. 43 PART ONE - GENERAL PROCEDURAL GUIDE .. 43 4- PETITIONS .. 01/01/12 43 4- MATTERS .. 01/01/11 43 4- MATTERS .. 01/01/14 43 4- PERSONAL APPEARANCE REQUIRED .. 0 1/01/14 43 4- WITH THE LOWEST NUMBER .. 01/01/11 44 4- PARTE APPLICATIONS .. 01/01/09 44 4- INFORMATION REGARDING BENEFICIARIES .. 01/01/14 44 4- CONTENTS, ATTACHMENTS & SIGNATURE PAGE .. 01/01/14 44 4- COPY OF PETITION MUST BE INCLUDED WITH NOTICE OF HEARING .. 01/01/11 44 4- AGAINST ADVANCEMENT OF PROBATE MATTERS ONCE NOTICED .. 01/01/11 44 4- A CONTINUANCE .. 01/01/13 45 4- ON PLEADINGS .. 01/01/09 45 4- CREATED 45 4- CODE 850 PETITIONS CONFIRMING 45 PART TWO - DECEDENTS ESTATES.

8 45 4- TO NAMED CONTINGENT LEGATEES AND BENEFICIARIES .. 01/01/08 45 4- FORM REQUIRED FOR APPOINTMENT OF PERSONAL REPRESENTATIVE .. 01/01/11 45 4- 203.[Repealed 01/01/11] .. 01/01/11 46 4- CONFIRMATION OF SALE BY REPRESENTATIVE WITH FULL AUTHORITY UNDER .. 01/01/09 46 4- S COMMISSION .. 01/01/08 46 4- FOR FAMILY ALLOWANCE .. 01/01/11 46 4- FOR PRELIMINARY DISTRIBUTION .. 01/01/11 46 4- FOR PARTIAL ALLOWANCE ON STATUTORY COMPENSATION .. 01/01/11 47 Superior Court of california for the County of San Joaquin 3. 3 4-209. STATUS REPORTS REQUIRED ALLEGATIONS .. 01/01/11 47 4-210. FORM OF ACCOUNT FOR INCOME AT FINAL DISTRIBUTION.

9 01/01/08 47 4-211. RESERVED FOR FUTURE USE [Repealed 01/01/14] .. 01/01/14 47 4-212. FEES AND COMMISSIONS MUST BE FIXED BEFORE PAYMENT .. 01/01/08 48 4-213. EXTRAORDINARY ATTORNEY FEES .. 01/01/14 48 4-214. FEES TO ATTORNEY AND PERSONAL REPRESENTATIVE WHO ARE 01/01/11 48 4-215. REQUIRED ALLEGATIONS IN A PETITION FOR FINAL DISTRIBUTION .. 01/01/14 49 4-216. MISCELLANEOUS ADDITIONAL ALLEGATIONS IN A PETITION FOR FINAL 01/01/14 49 4-217. REQUIRED MATTERS IN A DECREE OF FINAL DISTRIBUTION .. 01/01/11 50 4-218. NOTICE OF MOTION TO WITHDRAW AS ATTORNEY OF 01/01/13 51 PART THREE - SPOUSAL PROPERTY PETITIONS .. 51 4-301. PROCEDURE WHERE WILL CONTAINS MINIMUM SURVIVAL TIME.

10 01/01/08 51 4-302. WHERE PASSAGE OF TITLE TO COMMUNITY PROPERTY IS SOUGHT .. 01/01/09 51 PART FOUR - TRUSTS .. 51 4-401. FEES .. 01/01/14 5 1 4-402. REPORT OF TRUSTEE, INCLUDING SPECIAL NEEDS TRUSTEE .. 01/01/09 52 4-403. RESERVED FOR FUTURE USE [Repealed 01/01/13].. 01/01/13 52 PART FIVE - CONSERVATORSHIP .. 53 4-501. APPOINTMENT OF Court INVESTIGATOR .. 01/01/11 53 4-502. CONFIDENTIAL SCREENING 01/01/11 53 4-503. TEMPORARY CONSERVATORSHIP BEFORE NOTICED HEARING .. 01/01/11 53 4-504. SETTING PETITIONS TO BE INVESTIGATED FOR HEARING .. 01/01/09 53 4-505. COMPENSATION AND FEES .. 01/01/14 53 4-506. WAIVER OF ACCOUNTING WHEN PERMITTED .. 01/01/09 55 4-507.