Conservatorship of R.J. CA5

CourtCalifornia Court of Appeal
DecidedAugust 13, 2025
DocketF088679
StatusUnpublished

This text of Conservatorship of R.J. CA5 (Conservatorship of R.J. CA5) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Conservatorship of R.J. CA5, (Cal. Ct. App. 2025).

Opinion

Filed 8/13/25 Conservatorship of R.J. CA5

NOT TO BE PUBLISHED IN THE OFFICIAL REPORTS California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or ordered published, except as specified by rule 8.1115(b). This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA

FIFTH APPELLATE DISTRICT

Conservatorship of the Person and Estate of R.J.

COLLEEN PHILLEY, as Conservator, etc., F088679

Plaintiff and Respondent, (Super. Ct. No. MI003971-04)

v. OPINION R.J.,

Defendant and Appellant.

APPEAL from an order of the Superior Court of Kern County. Stephanie R. Childers, Judge. Rudolph Kraft III, under appointment by the Court of Appeal, for Defendant and Appellant. Margo A. Raison, County Counsel, and Alexandria M. Ottoman, Deputy County Counsel, for Plaintiff and Respondent. -ooOoo- After a jury trial, R.J. was placed under conservatorship of the Kern County Public Conservator (public conservator) for some months, from September 3, 2024, until February 18, 2025. The court’s post-trial order placing R.J. under conservatorship included a provision authorizing the public conservator to collect periodic compensation payments from R.J.’s estate, under certain conditions and subject to court approval at subsequent accounting proceedings. On appeal, R.J. challenges, for the first time, this aspect of the court’s order. We conclude R.J.’s challenges are forfeited on account of his failure to raise them in the trial court. Accordingly, we affirm the judgment. RELEVANT FACTUAL AND PROCEDURAL BACKGROUND On April 15, 2024, the Kern County Public Conservator filed, in the Kern County Superior Court, a petition for appointment of temporary conservator and conservator of the person and the estate (petition) as to R.J., a 37-year-old man. The petition stated: “The appointment of the Conservator of the Person and Estate is required because the proposed Conservatee is a gravely disabled person as defined in Welfare and Institutions Code Section 5008(h)(1)(A) and is unwilling to accept or incapable of accepting treatment voluntarily.” The petition added: “Additional information supporting the request for appointment of a Conservator will be more fully set forth in the Conservatorship Investigation Report to be filed with this court prior to the hearing.” The petition further provided: “The character and value of the property of the proposed Conservatee is unknown to Petitioner and Petitioner will file an Inventory when the same has been ascertained.” The petition noted that “it is in the best interest of the proposed Conservatee [that] [t]he Conservator … have the power and authority to conserve and protect the property of the Conservatee from loss or injury” and that “[t]he Conservator … have the right to require the Conservatee to receive treatment related specifically to remedying or preventing the recurrence of Conservatee being gravely disabled.” The petition added: “It is in the best interest of the proposed Conservatee that a Temporary Conservator be appointed with the power to consent to psychiatric treatment and to detain the proposed Conservatee in a facility providing intensive treatment pending the determination of this Conservatorship proceeding.”

2. In addition, the petition stated: “[I]t would be in the best interests of the proposed Conservatee, and therefore Petitioner requests authority to make periodic payments from the conservatorship estate for compensation for services of the Public Conservator [p]ursuant to Probate Code section 2643, based on the current Public Conservator/Public Guardian fee schedule. Authorizing periodic payments according to the existing fee schedule will not only ensure that conservatorship fees are paid only when the conservatorship estate can afford such payment, it will also create less of a burden on the smaller conservatorship estates, which can ill afford a large annual lump sum payment. The Conservator would make the periodic fee payment from the Conservatee’s estate at the end of each month, after all monthly expenses have been paid. However, Petitioner will neither request nor pay fees on those accounts which contain less than $200.00 after monthly living expenses have been paid.” The petition clarified that fee payments would not be made during the period of temporary conservatorship. The petition’s prayer for relief requested, in relevant part:

“1. Petitioner be appointed Temporary Conservator of the Person and estate of the proposed Conservatee with the power to authorize psychiatric treatment and to detain the proposed Conservatee in a facility providing intensive treatment pending final determination by the Court of this Conservatorship proceeding.

“2. The Kern County Public Conservator or some other suitable person be appointed Conservator of the Person and Estate of the proposed Conservatee. [¶] … [¶]

“[3]. The Conservator be given the following powers:

“(a) The Conservator shall have the power to detain the Conservatee in the intensive treatment facility or to place the Conservatee for treatment in one of the facilities set out in Welfare and Institutions Code Section 5358.

“(b) The Conservator shall have the power and authority to conserve and protect the property of the Conservatee from loss or injury.

3. “(c) The Conservator shall have the right to require the Conservatee to receive treatment related specifically to remedying or preventing the recurrence of Conservatee being gravely disabled.

“(d) The Conservator shall have the right to authorize routine medical treatment for the Conservatee.

“[4.] The Court make an Order authorizing Petitioner, as Conservator, to make periodic payments on account to the Public Conservator based on the existing Public Guardian/Conservator Fee Schedule …. The payments made pursuant to this order will be subject to review and approval by the court upon the next succeeding account of the Conservator, pursuant to Probate Code section 2643, subdivision (c). This shall not apply during the period of Temporary Conservatorship.” Multiple documentary exhibits regarding R.J., including psychiatric records, were attached to the petition. That same day, that is, April 15, 2024, the court entered an order appointing the public conservator as temporary conservator of the person and estate of R.J. and directing that temporary letters of conservatorship be issued. The court’s order provided: “The Petition of the Kern County Public Conservator for appointment as Temporary Conservator of the Person and Estate of [R.J.] was presented to this Court. After examining the Petition, the Court finds that the facts alleged in the Petition are true, that the appointment of a Temporary Conservator of the Person and Estate is necessary pending the final determination on the Petition for Appointment of a Permanent Conservator, because the proposed Conservatee is gravely disabled as a result of a mental disorder, and that no alternative to Conservatorship is available.” The court’s order added: “The Temporary Conservator shall have the power to detain the Conservatee in an intensive treatment facility or to place the Conservatee for treatment in one of the facilities set out in Welfare and Institutions Code § 5358.” The court’s order further stated: “The Temporary Conservator shall have the power and authority to conserve and protect the property of the Conservatee from loss or injury.” Subsequently, on May 10, 2024, the Kern County Public Conservator filed a conservatorship investigation report in R.J.’s matter. The report detailed R.J.’s mental 4. health condition and inability to care for himself, among other things.

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Conservatorship of R.J. CA5, Counsel Stack Legal Research, https://law.counselstack.com/opinion/conservatorship-of-rj-ca5-calctapp-2025.