Effective January 1, 2026

48c973c35b72978a8ce69014937ec7d389dd3e04

California Superior Local Rules

SUPERIOR COURT OF CALIFORNIA COUNTY OF SAN DIEGO LOCAL RULES Effective January 1, 2026

San Diego County Superior Court Rules SAN DIEGO COUNTY Table of Contents Revised January l, 2026 Preface (Rev. 1/1/2020)................................................................................................................................. 1 I. Duties Owed to the Court (Rev. 1/1/2020) ...................................................................................... 1 II. Duties Owed to Other Lawyers, Parties, and Witnesses (Rev. 1/1/2020) ......................................... 1 DIVISION I GENERAL AND ADMINISTRATIVE

CHAPTER l SCOPE OF RULES 1.1.1 Construction, Citation, and Effect of Rules (Rev. 1/1/2023) ........................................................... 2 1.1.2 Construction and Application of Rules (Renum. 1/1/2024) ............................................................. 2 1.1.3 Definition of Words (Renum. 1/1/2006) .......................................................................................... 2 1.1.4 New, Amended, Repealed Rules (Renum. 1/1/2006) ....................................................................... 2

CHAPTER 2 GENERAL RULES 1.2.1 Policy Against Bias and Access to Court Services (Rev. 1/1/2022) ................................................ 3 1.2.2 Departments, Divisions of the Court, and Venue (Rev. 1/1/2025) ................................................... 3 1.2.3 Policy on Availability of Court Reporters and Electronic Recording (Rev. 1/1/2025) ..................... 5 1.2.4 Decorum for Court Appearances (Adopted 1/1/2025) ..................................................................... 5

CHAPTER 3 EXECUTIVE OFFICER OF THE COURT 1.3.1 Appointment, Powers, and Duties (Renum. 1/1/2006)..................................................................... 5

CHAPTER 4 MISCELLANEOUS PROVISIONS 1.4.1 Records (Renum. 1/1/2006) ............................................................................................................. 6 1.4.2 Exhibits (Rev. 1/1/2026) .................................................................................................................. 6 1.4.3 Jury Lists (Rev. 1/1/2025) ................................................................................................................ 7 1.4.4 Appointment of Counsel Under the Servicemembers Civil Relief Act (Rev. 1/1/2025) .................. 8 1.4.5 Communication and Coordination Regarding Criminal Protective Orders and Restraining Orders (California Rules of Court, rule 5.445) (Rev. 1/1/2018) ............................. 8 1.4.6 Related Civil, Probate, and Family Cases (Adopted 1/1/2026) ........................................................ 9 DIVISION II CIVIL

CHAPTER l GENERAL POLICIES AND PROCEDURES 2.1.1 Policy (Rev. 1/1/2010) ..................................................................................................................... 9 2.1.2 Filing and Service of Papers (Rev. 1/1/2025) ................................................................................ 10 2.1.3 Case Assignment (Rev. 1/1/2025) ................................................................................................. 11 2.1.3.1 Related Cases (Rev. 1/1/2026) ....................................................................................................... 11 2.1.4 Electronic Filing Program: Mandatory Electronic Filing and Service (Rev. 1/1/2024) .................. 11 2.1.4.1 Electronic Filing (E-Filing) Requirements (Rev. 1/1/2025) ........................................................... 12 2.1.5 Service of Complaint (Rev. 1/1/2022) ........................................................................................... 12

Superior Court of California, County of San Diego 2.1.6 Defendant's Appearance (Rev. 1/1/2013) ...................................................................................... 13 2.1.7 Request for Entry of Default (Rev. 1/1/2010) ................................................................................ 13 2.1.8 Default Judgment (Rev. 1/1/2016) ................................................................................................. 13 2.1.9 Case Management Conference (Rev. 1/1/2023)............................................................................. 13 2.1.10 Discovery Status Conferences (Rev. 1/1/2024) .............................................................................. 14 2.1.11 Expert Witnesses (Rev. 1/1/2010).................................................................................................. 14 2.1.12 Official Court Reporters and Reporters Pro Tempore (Adopted 1/1/2020) .................................... 15 2.1.13 Stays of Actions (Rev. 1/1/2024) ................................................................................................... 15 2.1.14 Settlements, Taking Matters Off Calendar (Rev. 1/1/2024) ........................................................... 15 2.1.15 Trial Readiness Conference (Rev. 1/1/2025) ................................................................................. 15 2.1.16 Jury Instructions (Rev. 1/1/2024) ................................................................................................... 16 2.1.17 Juror Questionnaire (Rev. 1/1/2023) .............................................................................................. 16 2.1.18 Motions in Limine (Rev. 1/1/2026) ............................................................................................... 16 2.1.19 Law and Motion Procedures (Rev. 1/1/2025) ................................................................................ 16 2.1.20 Taking Motions Off Calendar (Rev. 1/1/2026) .............................................................................. 17 2.1.21 Discovery Dispute Outline in Lieu of Separate Statement (Adopted 1/1/2021) ............................. 17

CHAPTER 2 [Moved to

Chapter 3] [Reserved for Future Use]

CHAPTER 3 ALTERNATIVE DISPUTE RESOLUTION (ADR) ADR Policy Statement (Rev. 1/1/2021) ....................................................................................................... 18 2.3.1 Voluntary Settlement Conferences (Rev. 1/1/2025) ...................................................................... 18 2.3.1.1 Mandatory Appearance (Renum. 1/1/2019) ................................................................................... 18 2.3.1.2 Settlement Statements/Briefs (Renum. 1/1/2019) .......................................................................... 19 2.3.1.3 Notifications of Settlement or Continuances (Rev. 1/1/2024) ........................................................ 19 2.3.2 Civil Mediation Program (Rev. 1/1/2024) ..................................................................................... 19 2.3.2.1 Mediator Complaint Procedure (Rev. 1/1/2025) ............................................................................ 20 2.3.3 Judicial Arbitration (Rev. 1/1/2021) .............................................................................................. 21 2.3.3.1 Arbitration Procedures (Renum. 1/1/2019) .................................................................................... 22 2.3.3.2 Exchange of Experts After Arbitration (Renum. 1/1/2019) ........................................................... 22 2.3.3.4 Request for Trial De Novo (Renum. 1/1/2019) .............................................................................. 23 2.3.3.5 Prohibition Against Post Arbitration Discovery (Renum. 1/1/2019) ............................................. 23 2.3.3.6 Monetary Sanctions (Renum. 1/1/2019) ........................................................................................ 23

CHAPTER 4 SPECIAL CASE CATEGORIES 2.4.1 Judgment Debtor Examination Proceedings (Rev. 1/1/2024) ........................................................ 23 2.4.2 Unlawful Detainer, Forcible Entry, and Forcible Detainer Proceedings (Rev. 1/1/2025) .............. 24 2.4.3 Uninsured/Underinsured Motorist Actions (Rev. 1/1/2013) .......................................................... 25 2.4.4 Small Claims Cases (Rev. 1/1/2024) .............................................................................................. 25 2.4.4.1 Copies of Attachments - Small Claims Filings (Rev. 1/1/2018) ................................................... 26 2.4.4.2 Requests for Continuances - Small Claims Hearings (Rev. 1/1/2023) .......................................... 26 2.4.5 Eminent Domain (Rev. 1/1/2023) .................................................................................................. 26 2.4.6 Minors/Incompetents/Conservatees (Rev. 1/1/2025) ..................................................................... 26 2.4.7 "Other" Civil Actions (Renum. 1/1/2006)...................................................................................... 28 2.4.8 Extraordinary Writs (Renum. 1/1/2006) ........................................................................................ 28 2.4.9 EADACPA Proceedings (Rev. 1/1/2020) ...................................................................................... 28 2.4.10 Collection Cases (Rev. 1/1/2010) .................................................................................................. 28 2.4.11 Class Actions Deemed Complex (Rev. 1/1/2016) .......................................................................... 28 2.4.12 Environmental Leadership CEQA Challenge (Rev. 1/1/2026) ....................................................... 29 2.4.13 Gun Violence Restraining Orders (Rev. 1/1/2024) ........................................................................ 29 2.4.14 False Claims Act / Qui Tam Cases (Adopted 1/1/2026). ............................................................... 29

San Diego County Superior Court Rules 2.4.15 California Environmental Quality Act (CEQA) Cases (Adopted 1/1/2026) ................................... 29 2.4.16 Private Attorneys General Act (PAGA) Cases (Adopted 1/1/2026) .............................................. 29 2.4.17 Construction-Related Accessibility Claims (Adopted 1/1/2026). ................................................... 29 2.4.18 Early Evaluations / Early Neutral Evaluation Conferences (Adopted 1/1/2026) ........................... 29

CHAPTER 5 MISCELLANEOUS PROVISIONS 2.5.1 Public Inspection and Copying of Files (Rev. 1/1/2022) ................................................................ 30 2.5.2 Fax Filings (Rev. 1/1/2024) ........................................................................................................... 30 2.5.3 Procedure Upon Death of Plaintiff (Rev. 1/1/2022)....................................................................... 31 2.5.4 Receivers (Rev. 1/1/2025) ............................................................................................................. 31 2.5.5 Confidentiality Agreements, Protective Orders, Sealed Documents (Rev. 1/1/2024) .................... 32 2.5.6 Exhibits: Permissible Filings Defined (Rev. 1/1/2022) ................................................................. 32 2.5.7 Depositions (Renum. 1/1/2010) ..................................................................................................... 32 2.5.8 Remote Appearances (Rev. 1/1/2023) ........................................................................................... 32 2.5.9 Courtesy Copies of Statements of Decisions/Judgments (Adopted 1/1/2024) ............................... 34 2.5.10 Default Attorney Fee

Schedule (Rev. 1/1/2025) ............................................................................ 34 2.5.11 Elisors (Rev. 1/1/2025) .................................................................................................................. 35 2.5.12 Sanctions (Rev. 1/1/2022) .............................................................................................................. 35 DIVISION III CRIMINAL

CHAPTER l GENERAL 3.1.1 Documents Containing Confidential Personal Information (Rev. 1/1/2023) ................................. 35 3.1.2 Arraignment Options on Misdemeanors and Infractions (Rev. 1/1/2025) ...................................... 35 3.1.3 Failure to Appear in Misdemeanor "Notify Letter" Cases (Rev. 1/1/2025) .................................... 36 3.1.4 Bail (Rev. 1/1/2025) ...................................................................................................................... 36 3.1.5 Trial by Declaration (Rev. 1/1/2024). ............................................................................................ 37 3.1.6 Juror Questionnaires (Renum. 1/1/2006) ....................................................................................... 37 3.1.7 Prohibition Against Ex Parte Contacts (Rev. & Renum. 1/1/2006) ............................................... 37

CHAPTER 2 MOTIONS 3.2.1 General Requirements (Rev. 1/1/2025) .......................................................................................... 37 3.2.2 Additional Requirements - Special Motions (Rev. 1/1/2007) ......................................................... 38 3.2.3 Additional Requirements - Felonies (Renum. 1/1/2006) ................................................................ 39 3.2.4 Motions Settings - Misdemeanors and Infractions (Renum. 1/1/2006) .......................................... 39 3.2.5 Discovery Motions for Jury Services Information and/or Related Motions to Challenge Jury Selection System (Rev. 1/1/2017) ......................................................................... 39 3.2.6 Exhibits to Motions or Other Pleadings (Adopted 1/1/2019) ......................................................... 40

CHAPTER 3 EX PARTE REQUESTS 3.3.1 Ex Parte Requests (Adopted 1/1/2025). ......................................................................................... 40

CHAPTER 4 HABEAS CORPUS AND ERROR CORAM NOBIS PETITIONS 3.4.1 Application (Renum. 1/1/2025) ..................................................................................................... 42 3.4.2 Place for Filing (Renum. 1/1/2025) ............................................................................................... 42 3.4.3 Service of Petition (Renum. 1/1/2025)........................................................................................... 42

Superior Court of California, County of San Diego 3.4.4 Supporting Documents (Renum. 1/1/2025) .................................................................................... 42 3.4.5 Disposition of Petition (Renum. 1/1/2025) .................................................................................... 42 DIVISION IV PROBATE

CHAPTER l GENERAL PROVISIONS 4.1.1 Reserved for Future Use (Del. 1/1/2022) ....................................................................................... 43 4.1.2 Probate Court Information (Rev. 1/1/2026) ................................................................................... 43 4.1.3 Viewing Records in the Probate Business Office (Rev. 1/1/2026) ................................................ 43 4.1.4 Sanctions (Rev. 1/1/2025) .............................................................................................................. 44

CHAPTER 2 [Reserved for Future Use]

CHAPTER 3 FILING REQUIREMENTS 4.3.1 Format Requirements and Copies (Rev. 1/1/2026) ........................................................................ 44 4.3.2 Electronic Filing (E-Filing) (Rev. 1/1/2026) ................................................................................. 44 4.3.3 Filing Documents for Calendared Matters (Rev. 1/1/2026) ........................................................... 45 4.3.4 Use of Judicial Council Forms (Rev. 1/1/2022) ............................................................................. 47 4.3.5 Reserved for Future Use (Del. 1/1/2022) ....................................................................................... 47 4.3.6 Complete Address in Petition or Report (Rev. 1/1/2018) ............................................................... 47 4.3.7 Multiple Wards, Conservatees, or Trusts (Rev. 1/1/2023)............................................................. 47 4.3.8 Declinations, Resignations and Consents to Serve (Rev. 1/1/2022) ............................................... 47 4.3.9 Submission of Wills (Rev. & Renum. 1/1/2022) ............................................................................ 48 4.3.10 Consolidation and Notice of Related Case/Petition (Rev. 1/1/2026) .............................................. 48 4.3.11 Petitions Relating to Real and Personal Property (Adopted 1/1/2026) ........................................... 48

CHAPTER 4 SETTINGS, ASSIGNMENTS AND CONTINUANCES 4.4.1 Calendar Settings of Probate Matters (Rev. 1/1/2022) ................................................................... 48 4.4.2 Reserved for Future Use (Del. 1/1/2022) ....................................................................................... 49 4.4.3 Continuances of Hearings on Petitions In Uncontested Matters (Rev. & Renum. 1/1/2025) ......... 49 4.4.4 Requests to Take Matters Off-Calendar and Resetting Matters (Rev. 1/1/2026) ........................... 49 4.4.5 Remote Appearances (Rev. 1/1/2023) ........................................................................................... 50

CHAPTER 5 NOTICES 4.5.1 General (Rev. 1/1/2025)................................................................................................................. 50 4.5.2 Additional Notice Requirements (Rev. 1/1/2025) .......................................................................... 50 4.5.3 Proof of Service (Rev. 1/1/2026) .................................................................................................. 51 4.5.4 Notice Re Letters of Special Administration (Renum. 1/1/2014) ................................................... 51 4.5.5 Notice to Persons Requesting Special Notice (Renum. 1/1/2014) ................................................. 51 4.5.6 Notices to Trust Beneficiaries (Renum. 1/1/2014) ......................................................................... 51 4.5.7 Notice to Creditors (Rev. 1/1/2026) ............................................................................................... 52 4.5.8 Compliance With Notice - Medi-Cal and California Victim Compensation and Franchise Tax Board (Rev. 1/1/2026) ..................................................................................... 52 4.5.9 Notice to Prior Representative or Counsel or Attorney Firm (Rev. 1/1/2014)................................ 52 4.5.10 Conservatorship Notices (Renum. 1/1/2013) ................................................................................. 52

San Diego County Superior Court Rules

CHAPTER 6 CALENDAR NOTES AND HEARINGS 4.6.1 Availability of Probate Examiner's Notes and Clearing of Defects (Rev. 1/1/2025) ..................... 52 4.6.2 Reserved for Future Use (Del. 1/1/2025) ....................................................................................... 53 4.6.3 Appearances (Rev. 1/1/2025) ......................................................................................................... 53 4.6.4 Official Court Reporters and Reporters Pro Tempore (Adopted 1/1/2020) .................................... 53

CHAPTER 7 ORDERS AND BONDS 4.7.1 Submission of Orders and Letters (Rev. 1/1/2026) ........................................................................ 53 4.7.2 Material to be Included in Probate Orders and Prayers for Relief (Rev. 1/1/2026) ....................... 54 4.7.3 Attachments, Exhibits, and Riders (Rev. 1/1/2024) ....................................................................... 54 4.7.4 Reserved for Future Use (Del. 1/1/2016) ....................................................................................... 55 4.7.5 Application for Ex Parte Orders - Generally (Rev. 1/1/2025) ........................................................ 55 4.7.6 Ex Parte Guidelines for Setting Hearings and Fees (Rev. 1/1/2026) .............................................. 55 4.7.7 Communications With the Court (Rev. 1/1/2009).......................................................................... 56 4.7.8 Nunc Pro Tunc and Amended Orders (Rev. 1/1/2024) .................................................................. 56 4.7.9 Bond Requirements/Blocked Accounts (Rev. 1/1/2016) ............................................................... 56 4.7.10 Bonds; Additional Bond (Rev. 1/1/2007) ...................................................................................... 56 4.7.11 Deposited Funds (Rev. 1/1/2009) .................................................................................................. 56

CHAPTER 8 APPOINTMENT OF EXECUTORS AND ADMINISTRATORS 4.8.1 Letters Issued in Decedent's Estate (Rev. 1/1/2026) ...................................................................... 57 4.8.2 Allegations in Petitions Re: Beneficiaries (Rev. 1/1/2025) ............................................................ 57 4.8.3 Notice to Foreign Consul (Rev. 1/1/2018) ..................................................................................... 57 4.8.4 Multiple Testamentary Instruments - Proof (Renum. 1/1/2014) .................................................... 58 4.8.5 Will With Deletions or Interlineations (Rev. 1/1/2017) ................................................................. 58 4.8.6 Bonding of Personal Representatives (Rev. 1/1/2026) ................................................................... 58 4.8.7 Multiple Representatives (Renum. 1/1/2018) ................................................................................ 58 4.8.8 Nondomiciliary Decedent (Rev. 1/1/2024) .................................................................................... 58

CHAPTER 9

SUMMARY PROCEEDINGS 4.9.1 Reserved for Future Use (Del. 1/1/2016) ....................................................................................... 59 4.9.2 Spousal/Domestic Partner Property Petition (Rev. 1/1/2021)......................................................... 59 4.9.3 Proceedings to Establish Fact of Death/Birth/Marriage (Rev. 1/1/2017) ....................................... 59 4.9.4 Testate

Summary Proceedings (Rev. 1/1/2026) ............................................................................. 60

CHAPTER l0 [Reserved for Future Use] 4.10.1 Reserved for Future Use (Del. 1/1/2018) ....................................................................................... 60

CHAPTER ll MISCELLANEOUS PETITIONS 4.11.1 Petition for Instructions (Rev. 1/1/2017) ........................................................................................ 60 4.11.2 Petition to Determine Claim to Property (Prob. Code, § 850) (Rev. 1/1/2022) .............................. 60 4.11.3 Petition to Determine Persons Entitled to Distributio (Prob. Code, §§ 11700-11705) (Rev. 1/1/2022)............................................................................. 60 4.11.4 Petition for Family Allowance (Prob.

Code §§ 6540-6545) (Rev. 1/1/2020) ................................. 61 4.11.5 Petition for Authority to Operate a Business (Prob. Code § 9760) (Rev. 1/1/2017) ....................... 61

Superior Court of California, County of San Diego 4.11.6 Petition for Authority to Borrow (Prob.

Code §§ 9800-9807) (Renum. 1/1/2006) ......................... 61 4.11.7 Petition for Authority to Retain an Attorney (Rev. 1/1/2021) ........................................................ 61 4.11.8 Joinder in Pleadings (Rev. 1/1/2025) ............................................................................................. 62 4.11.9 Community Property Transactions (Rev. 1/1/2016) ...................................................................... 62 4.11.10 Petition for Transfer of Case to Another County (Rev. 1/1/2012). ................................................. 62 4.11.11 Petition for Authority to Continue Administration (Rev. 1/1/2016) ............................................... 62 4.11.12 Petition to Appoint Guardian ad Litem (Rev. & Renum. 1/1/2013) ............................................... 62

CHAPTER l2 CREDITORS' CLAIMS 4.12.1 Reserved for Future Use (Renum. 1/1/2019) ................................................................................. 63 4.12.2 Reserved for Future Use (Deleted 1/1/2026) ................................................................................. 63 4.12.3 Creditors' Claims of Personal Representatives or Counsel (Rev. 1/1/2020) ................................... 63 4.12.4 Payment of Claims and Debts (Rev. 1/1/2018) .............................................................................. 63 4.12.5 Special Creditors' Claims (Rev. 1/1/2015) ..................................................................................... 63

CHAPTER l3 SALES 4.13.1 Publication of Notice of Sale of Real Property (Rev. 1/1/2024) .................................................... 63 4.13.2 Vesting of Title to Property (Rev. 1/1/2009) ................................................................................. 64 4.13.3 Bond on Sale of Real Property (Rev. 1/1/2019) ............................................................................. 64 4.13.4 Exclusive Listings for the Sale of Real Property (Rev. 1/1/2024) ................................................. 64 4.13.5 Commissions on Sale of Real Property (Rev. 1/1/2007) ................................................................ 64 4.13.6 Sale of Real Property When Buyer Assumes Encumbrance: Necessity for Minimum Deposit (Rev. 1/1/2018) .......................................................................................... 65 4.13.7 Sale of Specifically Devised Property (Rev. & Renum. 1/1/2006) ................................................. 65 4.13.8 Personal Property Must Be Appraised Before Sale (Renum. 1/1/2006) ......................................... 65 4.13.9 Sales of Mobile Homes (Renum. 1/1/2006) ................................................................................... 65 4.13.10 Sales of Securities (Renum. 1/1/2006) ........................................................................................... 65 4.13.11 Overbids (Rev. 1/1/2025) ............................................................................................................... 65 4.13.12 Increased Bid Forms (Rev. 1/1/2022) ............................................................................................ 66 4.13.13 Allowance of Commissions Upon Overbid (Renum. 1/1/2006) ..................................................... 66

CHAPTER l4 INVENTORY AND APPRAISAL 4.14.1 Preparation of Inventory and Appraisal (Rev. 1/1/2025) ............................................................... 66 4.14.2 Correcting Inventory and Appraisal (Rev. 1/1/2019) ..................................................................... 67 4.14.3 Petition for Waiver of Appraisal by Referee (Renum. 1/1/2006) ................................................... 67

CHAPTER 15 ACCOUNTS AND REPORTS 4.15.1 Required Form of Accounts (Rev. 1/1/2020) ................................................................................. 67 4.15.2 Bank Letters and Statements (Rev. 1/1/2026) ................................................................................ 68 4.15.3 Allegations Re: Claims (Renum. 1/1/2026) ................................................................................... 68 4.15.4 Reporting Payment of Debts (Renum. 1/1/2006) ........................................................................... 68 4.15.5 Allegation Re: Character of Property (Rev. 1/1/2025) ................................................................... 68 4.15.6 Reserved for Future Use (Del. 1/1/2017) ....................................................................................... 69 4.15.7 Damages for Wrongful Death and for Physical Injury of Decedent (Renum. 1/1/2014) ............... 69 4.15.8 Supplemental Accountings With Final Discharge (Rev. 1/1/2026) ................................................ 69 4.15.9 Accounts and Reports of Conservators, Guardians of Estate and Trustees of Trusts Funded by Court Order (Rev. 1/1/2026) ..................................................................................................... 69 4.15.10 Required Form of Conservator and Guardian Accounts (Rev. 1/1/2026) ...................................... 70 4.15.11 Waiver of Account Involving Public Benefit Payments (Rev. 1/1/2021) ....................................... 70

San Diego County Superior Court Rules 4.15.12 Payment of Probate Referee (Adopted 1/1/2017)........................................................................... 70 4.15.13 Report of Court-Appointed Attorneys and Guardians ad Litem (Rev. 1/1/2024) ........................... 70 4.15.14 Deferred Fees for Public Entities (Adopted 1/1/2024) ................................................................... 71

CHAPTER l6 FEES, COMMISSIONS AND COST REIMBURSEMENT 4.16.1 Probate Estate Administration (Rev. 1/1/2025) .............................................................................. 71 4.16.2 Fees, Costs and Commissions in Trusts, Conservatorships, and Guardianships (Rev. 1/1/2026) ................................................................................................ 71 4.16.3 Periodic Payments to Trustees (Adopted 1/1/2011) ....................................................................... 73 4.16.4 Payments from Other Sources (Adopted 1/1/2015) ....................................................................... 73 4.16.5 Imposition of Lien (Adopted 1/1/2016) ......................................................................................... 73

CHAPTER l7 DISTRIBUTION 4.17.1 Distribution to Minor/Disabled Adult (Rev. 1/1/2026) ................................................................. 74 4.17.2 Distribution Under Probate Code

Section 13101 Affidavit (Renum. 1/1/2006) ............................ 74 4.17.3 Blocked Accounts (Renum. 1/1/2006) ........................................................................................... 74 4.17.4 Distribution to Deceased Beneficiary (Rev. 1/1/2022) ................................................................... 74 4.17.5 Assignment of Interest in Estate (Rev. 1/1/2023) .......................................................................... 74 4.17.6 Preliminary Distribution Bond (Renum. 1/1/2006) ........................................................................ 74 4.17.7 Receipts on Distribution (Rev. 1/1/2019) ....................................................................................... 75 4.17.8 Receipts on Final Distribution (Rev. 1/1/2011) ............................................................................. 75 4.17.9 Property to be Distributed Must Be Listed (Rev. 1/1/2017) .......................................................... 75 4.17.10 Requests to Withhold Funds from Final Distribution (Rev. 1/1/2022) ........................................... 75 4.17.11 Alteration of Distribution (Adopted 1/1/2021) ............................................................................... 76

CHAPTER 18 CONSERVATORSHIPS 4.18.1 Conservatorship Orientation Program (Rev. 1/1/2026) ................................................................. 76 4.18.2 Temporary Conservatorships (Rev. 1/1/2023). .............................................................................. 76 4.18.3 Petition for Appointment of Conservator; Allegations and Notice Requirements; Supplemental Information (Rev. 1/1/2025) ........................................................... 77 4.18.4 Capacity to Give Informed Consent for Medical Treatment (Rev. 1/1/2020) ................................ 78 4.18.5 Major Neurocognitive Disorder (F.K.A.

Dementia) Authority (Rev. 1/1/2026) ............................ 78 4.18.6 Independent Powers: Sale of Residence (Rev. 1/1/2021) ............................................................... 79 4.18.7 Reserved for Future Use (Del. 1/1/2016) ....................................................................................... 79 4.18.8 Court Investigation/Response to Court Investigator's Report (Rev. 1/1/2026) .............................. 79 4.18.9 Limited Conservatorships (Rev. 1/1/2017) .................................................................................... 80 4.18.10 Reserved for Future Use (Del. 1/1/2023) ....................................................................................... 80 4.18.11 Successor Conservator/Co-Conservator (Rev. 1/1/2020) ............................................................... 80 4.18.12 Conservatorship Assessments (Rev. 1/1/2018) ................................................................................ 80 4.18.13 Investments by Conservator (Renum. 1/1/2014) .............................................................................. 81 4.18.14 Substituted Judgments in Conservatorships, Probate Code

Section 2580 (Adopted 1/1/2018) .............................................................................. 81 4.18.15 Fees for Conservators and Counsel (Renum. 1/1/2014) ................................................................... 81 4.18.16 Elder Abuse and Dependent Adult Civil Protection Act Proceedings (EADACPA) (Rev. 1/1/2025) ................................................................................................................................ 81 4.18.17 Court-Ordered Review Hearings (Rev. 1/1/2026) ............................................................................ 81 4.18.18 Reserved for Future Use (Del. 1/1/2017) ......................................................................................... 82

Superior Court of California, County of San Diego

CHAPTER l9 GUARDIANSHIPS 4.19.1 Temporary Guardianships (Rev. 1/1/2023) .................................................................................... 82 4.19.2 Petition for Appointment of Guardian: Jurisdiction (Rev. 1/1/2023) ............................................. 82 4.19.3 Co-Habitant of Proposed Guardian (Rev. 1/1/2018) ...................................................................... 83 4.19.4 Proceedings to Have Child Declared Free From Custody and Control of One or Both Parents (Rev. & Renum. 1/1/2006) ........................................................................... 83 4.19.5 Investigation (Rev. 1/1/2026) ........................................................................................................ 83 4.19.6 Additional Powers (Rev. 1/1/2016)................................................................................................ 84 4.19.7 Investments by Guardian (Renum. 1/1/2014) ................................................................................ 84 4.19.8 Request for Use of Minor's Assets (Renum. 1/1/2014) .................................................................. 85 4.19.9 Fees and Commissions in Guardianships (Renum. 1/1/2014) ........................................................ 85 4.19.10 Reserved for Future Use (Del. 1/1/2017) ....................................................................................... 85 4.19.11 Reserved for Future Use (Del. 1/1/2019) ....................................................................................... 85

CHAPTER 20 TRUSTS 4.20.1 Testamentary Trust Accounts (Renum. 1/1/2025) ......................................................................... 85 4.20.2 Petition to Determine Claim to Property in Trust Matters(Probate Code

Section 850 -Heggstad) (Rev. 1/1/2026) ............................................................................................................................. 85 4.20.3 Identification of Persons Entitled to Notice (Rev. 1/1/2018) .......................................................... 86 4.20.4 Trusts Established Before Decree of Distribution (Renum. 1/1/2014) ........................................... 86 4.20.5 Trust Created or Funded Pursuant to Court Order (Rev. 1/1/2026) ............................................... 86 4.20.6 Fees and Commissions in Trusts (Renum. 1/1/2014) ..................................................................... 87 4.20.7 Petitions for Modification or Termination of Trusts (Rev. 1/1/2018) ............................................. 87 4.20.8 Petitions for Appointment of a Successor Trustee (Rev. 1/1/2016) ................................................ 87 4.20.9 Uniform Trust Decanting Act (Rev. 1/1/2025) .............................................................................. 88

CHAPTER 2l MISCELLANEOUS 4.21.1 Withdrawal of Counsel of Record (Rev. 1/1/2025) ....................................................................... 88 4.21.2 Appointment of Probate Referees (Renum. 1/1/2006) ................................................................... 88 4.21.3 Petitions Involving Charities (Rev. 1/1/2016) ................................................................................ 88 4.21.4 Dismissal of Proceedings (Rev. 1/1/2019) ..................................................................................... 89 4.21.5 Disclosure by Conservators, Guardians, and Attorneys (Rev. 1/1/2021) ....................................... 89 4.21.6 Reserved for Future Use (Del. 1/1/2016) ....................................................................................... 90 4.21.7 Elisors (Rev. 1/1/2025) .................................................................................................................. 90 4.21.8 Disclosure of Change in Licensing Status of Licensed Private ..................................................... 90 Fiduciary (Adopted 1/1/2025) ........................................................................................................ 90

CHAPTER 22 CONTESTED MATTERS 4.22.1 Introduction (Rev. 1/1/2016) ......................................................................................................... 90 4.22.2 Filing of Petitions and Contests and Setting Contested Matters for Hearing (Rev. 1/1/2015) ........ 90 4.22.3 Service of Notice (Rev. 1/1/2015) ................................................................................................. 91 4.22.4 Filing of Objections (Rev. 1/1/2024) ............................................................................................. 91 4.22.5 Determination of Contested Matters (Rev. 1/1/2026) ..................................................................... 91 4.22.6 Meet and Confer, Joint Case Management Report (Rev. 1/1/2026) ............................................... 92 4.22.7 Case Management Conference (Rev. 1/1/2015) ............................................................................. 92 4.22.8 Trial Readiness Conference Report/Advance Trial Review Order (Rev. 1/1/2016) ...................... 92 4.22.9 Trial Readiness Conference; Sanctions (Rev. 1/1/2011) ................................................................ 93 4.22.10 Mandatory Settlement Conference (MSC) (Rev. 1/1/2023) ........................................................... 93 4.22.11 Trial Briefs and Motions in Limine (Rev. 1/1/2026) ..................................................................... 94

San Diego County Superior Court Rules 4.22.12 Mediation Statements and Documents Not Admissible Evidence (Rev. & Renum. 1/1/2014) ... 94

CHAPTER 23 LAW AND MOTION 4.23.1 Preliminary

Definitions and Procedure (Rev. & Renum. 1/1/2010) ............................................... 94 4.23.2 Applicability of Division Two in Probate Proceedings (Rev. 1/1/2017) ........................................ 94 4.23.3 Filing Motion Papers (Rev. 1/1/2022) ........................................................................................... 94 4.23.4 Hearings (Rev. 1/1/2010) ............................................................................................................... 95 4.23.5 Filing and Serving Opposition or Support Papers on Motion (Rev. 1/1/2010) ............................... 95 4.23.6 Reserved for Future Use (Del. 1/1/2021) ....................................................................................... 95 4.23.7 Tentative Rulings (Rev. 1/1/2020) ................................................................................................. 95 DIVISION V FAMILY LAW

CHAPTER l GENERAL 5.1.1 Application of Rules and Sanctions (Rev. 1/1/2016)...................................................................... 95 5.1.2

Definitions (Rev. 1/1/2025) ........................................................................................................... 96 5.1.3 Abbreviations (Rev. 1/1/2026) ....................................................................................................... 96 5.1.4 General Resources (Rev. 1/1/2024) ............................................................................................... 97 5.1.5 Family Law Divisions and Venue (Rev. 1/1/2025) ........................................................................ 97 5.1.6 Notice to Court and Sanctions (Rev. 1/1/2026) .............................................................................. 97 5.1.7 Requirement for Current Contact Information (Rev. 1/1/2025) ..................................................... 98 5.1.8 Official Court Reporters and Reporters Pro Tempore (Rev. 1/1/2022) .......................................... 98 5.1.9 Imaged Cases and Partial-Imaged Cases (Rev. 1/1/2026) .............................................................. 98 5.1.10 Filing (Rev. 1/1/2026) .................................................................................................................... 98 5.1.11 Service (Rev. 1/1/2026) ................................................................................................................. 98 5.1.12 Guardian Ad Litem (GAL) (Rev. 1/1/2026) .................................................................................. 99

CHAPTER 2 CASE MANAGEMENT 5.2.1 Case Assignments (Rev. 1/1/2026) ................................................................................................ 99 5.2.2 Family Resolution Conference (FRC), Case Status Conference (CSC), and Self-Represented Family Resolution Conference (SFRC) (Collectively, "Conferences") (Rev. 1/1/2026) ............... 100 5.2.3 Alternative Dispute Resolution (ADR) (Rev. 1/1/2026) ................................................................ 100 5.2.4 Related Cases (Rev. 1/1/2026) ....................................................................................................... 101 5.2.5 Remote Appearances in Family Court (Rev. 1/1/2026). ................................................................. 101

CHAPTER 3 TEMPORARY EMERGENCY ORDERS (EX PARTE ORDERS) 5.3.1 Temporary Emergency Orders (Ex Parte Orders) (Rev. 1/1/2026) ................................................ 102 5.3.2 Non-Emergency Orders Not Requiring Notice (Rev. 1/1/2026) .................................................... 102

Superior Court of California, County of San Diego

CHAPTER 4 DOMESTIC VIOLENCE RESTRAINING ORDERS 5.4.1 Domestic Violence Restraining Order Hearings (Rev. 1/1/2026) .................................................. 102 5.4.2 Residence Removal Orders (Rev. 1/1/2024) .................................................................................. 103 5.4.3 Guardian Ad Litem (GAL) on Behalf of Minor and Related Cases (Rev. 1/1/2026) ..................... 103 5.4.4 Procedures for Registering a Tribal Court Protective Order (Adopted 1/1/2025) .......................... 103 5.4.5 Requests to Change or End a Restraining Order After Hearing (Adopted 1/1/2026)..................... 103

CHAPTER 5 REQUEST FOR ORDER (RFO) 5.5.1 Hearings on Requests for Order (RFO) (Rev. 1/1/2026)................................................................ 104 5.5.2 Proposed Orders Entered at Hearing (Rev. 1/1/2022) .................................................................... 105 5.5.3 Related RFO/Notice of Motion (Rev. 1/1/2024) ............................................................................ 105 5.5.4 RFO Procedures (Rev. 1/1/2024) ................................................................................................... 105 5.5.5 Exhibits (Rev. 1/1/2026) ................................................................................................................ 105

CHAPTER 6 INCOME AND EXPENSE DECLARATION 5.6.1 Parties' Income (Rev. 1/1/2023) .................................................................................................... 106

CHAPTER 7 CALENDAR ASSIGNMENTS 5.7.1 Calendar Assignments and Procedure (Rev. 1/1/2026) .................................................................. 107

CHAPTER 8 MANDATORY SETTLEMENT CONFERENCES AND TRIALS 5.8.1 Mandatory Settlement Conference (MSC) (Rev. 1/1/2026) ........................................................... 107 5.8.2 Trial Setting (Rev. 1/1/2026) ......................................................................................................... 108 5.8.3 Trial Readiness Conferences (Adopted 1/1/2026) ......................................................................... 108 5.8.4 Electronic Evidence for Trials and Evidentiary Hearings (Rev. 1/1/2026) .................................... 109

CHAPTER 9 PARENTAGE ACTIONS 5.9.1 Inspection and Copying of Court Files in a Parentage Action (Rev. 1/1/2024) .............................. 109 5.9.2 Assisted Reproduction Agreements (Adopted 1/1/2026) ............................................................... 109

CHAPTER l0 FAMILY SUPPORT DIVISION 5.10.1 Family Support Division (Renum. 1/1/2017) ................................................................................. 109 5.10.2 Pre-Hearing Mandatory Meet and Confer; Acknowledgment of Advisement of Rights (Rev. 1/1/2024)............................................................................................................... 109 5.10.3 Remote Appearance in FSD (Rev. 1/1/2024). ................................................................................ 110

CHAPTER ll CHILD CUSTODY AND VISITATION 5.11.1 Child Custody Recommending Counseling (Rev. 1/1/2026) ......................................................... 110 5.11.2 Non-Confidentiality and Recommendation (Rev. 1/1/2026) .......................................................... 111 5.11.3 Reserved for Future Use (Renum. 1/1/2017) ................................................................................. 112 5.11.4 Private (Non Court-Connected) Child Custody Counseling (Rev. 1/1/2019) ............................... 112 5.11.5 Child Custody Evaluations (Rev. 1/1/2026) ................................................................................... 112 5.11.6 Professional Providers of Supervised Visitation (Rev. 1/1/2026) .................................................. 113

San Diego County Superior Court Rules

CHAPTER l2 ORDERS AFTER HEARING AND JUDGMENTS 5.12.1 Preparation of Orders After Hearing and Judgments (Rev. 1/1/2026) ........................................... 114

CHAPTER l3 MINOR'S COUNSEL 5.13.1 Minor's Counsel (Rev. 1/1/2025) .................................................................................................. 114

CHAPTER l4 MISCELLANEOUS 5.14.1 Attorneys of Record (Rev. 1/1/2026) ............................................................................................. 115 5.14.2 Appointment of Elisor (Rev. 1/1/2020) ......................................................................................... 115 5.14.3 Court Appointed Evaluator/Expert (Rev. 1/1/2025) ...................................................................... 116 5.14.4 Family Law Facilitator (Rev. 1/1/2025)......................................................................................... 117 5.14.5 Communication and Coordination Regarding Criminal Protective Orders, Domestic Violence Restraining Orders and Child Custody and Visitation Orders (California Rules of Court, Rule 5.445) (Rev. 1/1/2026) ......................................................................................................... 117 5.14.6 Appointment of Counsel Under Servicemembers Civil Relief Act (SCRA) (Rev. 1/1/2026) ....... 117 DIVISION VI JUVENILE

CHAPTER l JUVENILE RULES 6.1.1 Preliminary Provisions (Renum. 1/1/2006) .................................................................................... 117 6.1.2

Definitions, Construction of Terms, Nature of Hearings (Rev. 1/1/2026) ..................................... 118 6.1.3 Standing, Rights, and Levels of Participation in Dependency Cases (Rev. 1/1/2026) ................... 118 6.1.4 Assignment of Cases and Peremptory Challenges (Rev.1/1/2012) ................................................ 119 6.1.5 Objection to the Sufficiency of the Petition (Renum. 1/1/2006) ..................................................... 119 6.1.6 Amendment of the Welfare and Institutions Code

Section 300 Petition (Rev. 1/1/2026) .............. 120 6.1.7 Prehearing Discovery and Use of Juvenile Case File in Dependency Matter (Rev. 1/1/2026) ...... 120 6.1.8 Pretrial Status Conference (Rev. 1/1/2025) .................................................................................... 121 6.1.9 Settlement Conference (Rev. 1/1/2025) ......................................................................................... 121 6.1.10 Mediation (Renum. 1/1/2006) ........................................................................................................ 121 6.1.11 Use of Social Worker's Report at the Jurisdiction Hearing (Rev. 1/1/2025) .................................. 121 6.1.12 Tribal Participation (Adopted 1/1/2024) ........................................................................................ 122 6.1.13 Court-Appointed Special Advocates (CASAs) (Rev. 1/1/2025) .................................................... 123 6.1.14 Ex Parte Applications and Orders (Rev. 1/1/2022) ........................................................................ 123 6.1.15 Presence of Parties at Court Hearings (Rev. 1/1/2026) .................................................................. 123 6.1.16 Procedure for Establishing Parentage; Genetic Testing (Rev. 1/1/2024) ....................................... 124 6.1.17 Confidentiality of Resource Family Homes (Welf. & Inst.

Code, §§ 308, 319(h)(3)) (Rev. 1/1/2026) .............................................................................................................................. 124 6.1.18 CASA Reports (Rev. 1/1/2022) ..................................................................................................... 125 6.1.19 Court Orders to Address Parental Substance Abuse (Rev. 1/1/2025) ............................................ 125 6.1.20 Filing by Fax or Email (Rev. 1/1/2022) ......................................................................................... 125 6.1.21 Exhibits: Permissible Filings Defined (Rev. 1/1/2018) .................................................................. 126 6.1.22 Health Care for Children in HHSA-CFWB Custody; Disclosure of Health Care Information (Rev. 1/1/2025) ...................................................................................... 126 6.1.23 Requests for Special Hearings (Adopted 1/1/2025) ....................................................................... 126 6.1.24 Petition to Change Name of Dependent Child or Nonminor Dependent (Adopted 1/1/2026) ........ 127

Superior Court of California, County of San Diego

CHAPTER 2 ADOPTION RULES 6.2.1 Adoption Calendar in Juvenile Court (Rev. 1/1/2026) ................................................................... 127

CHAPTER 3 ATTORNEY SCREENING AND STANDARDS OF REPRESENTATION 6.3.1 General Competency Requirement (Rev. 1/1/2012) ...................................................................... 127 6.3.2 Screening for Competency (Rev. 1/1/2022) ................................................................................... 127 6.3.3 Minimum Standards of Education and Training (Rev. 1/1/2026) .................................................. 128 6.3.4 Standards of Representation (Rev. 1/1/2025) ................................................................................ 129

CHAPTER 4 PROCEDURES FOR REVIEWING AND RESOLVING COMPLAINTS 6.4.1 Reviewing and Resolving Complaints (Rev. 1/1/2025) ................................................................. 132

CHAPTER 5 PROCEDURES FOR INFORMING THE COURT OF OTHER INTERESTS OF A DEPENDENT CHILD (Welf. & Inst. Code, §§ 3l7, 3l7.6; Cal. Rules of Court, rule S.660) 6.5.1 Informing the Court of Other Interests of a Dependent Child (Rev. 1/1/2026) .............................. 132

CHAPTER 6 ACCESS TO CONFIDENTIAL INFORMATION 6.6.1 Disclosure of Information Relating to Children and Their Families-Preliminary Provisions (Rev. 1/1/2026) ......................................................................... 133 6.6.2 Disclosure of Juvenile Court Records to Persons and Agencies Not Designated in Welfare and Institutions Code Sections 362.5, 827, 827.10 or 827.12 - Petition for Access to Juvenile Case File (Judicial Council form JV-570) Required (Rev. 1/1/2025) ............................................................................................................... 134 6.6.3 Disclosure of Sealed Juvenile Case Files to Counsel (Adopted 1/1/2026) ..................................... 135 6.6.4 Disclosure of Juvenile Court Records Petition to View Records (SDSC JUV-004), and Stipulation (SDSC JUV-237) Required (Rev. 1/1/2025) .............................................................. 135 6.6.5 Disclosure of Dependency Records to Counsel for the Child in a Juvenile Justice Proceeding or to Counsel for the Parent or Guardian in a Criminal Proceeding (Rev. 1/1/2025) .................... 136 6.6.6 Disclosure of WIC § 329 Report to Counsel for the Child in a Juvenile Justice Proceeding (Rev. 1/1/2026) ............................................................................................................................. 137 6.6.7 Disclosure of Law Enforcement Reports Regarding Juveniles to Persons and Agencies Not Designated in Welfare and Institutions Code

Section 828 (Rev. 1/1/2022) ............................. 137 6.6.8 Disclosure of Medical Information to Resource Parents (Rev. 1/1/2026) ...................................... 137 6.6.9 Disclosure of IEPs, Immunization Records, and Other Health Records (Rev. 1/1/2025) .............. 137 6.6.10 Disclosure of Information Regarding HHSA-CFWB Clients Receiving Voluntary Services or Court Ordered Services (Rev. 1/1/2025) .................................................... 138 6.6.11 Disclosure of Juvenile Justice Records to Victims of Crime (Rev. 1/1/2018) ............................... 138 6.6.12 Disclosure of Psychological Evaluations and Psychiatric Evaluations (Rev. 1/1/2026) ................ 138 6.6.13 Public and Media Access: Dependency (Rev. 1/1/2026) ............................................................... 138

San Diego County Superior Court Rules

CHAPTER 7 PROCEDURES FOR APPOINTING COUNSEL 6.7.1 Attorneys for Children and Nonminor Dependents (Rev. 1/1/2026) .............................................. 139 6.7.2 Attorneys for Parents or Guardians (Rev. 1/1/2022) ...................................................................... 139

CHAPTER 8 PROCEDURES FOR DETERMINING APPROPRIATE CASELOADS FOR CHILDREN'S COUNSEL 6.8.1 Determining Appropriate Caseloads for Children's Counsel (Rev. 1/1/2022) ............................... 140

CHAPTER 9 JUVENILE JUSTICE PROCEEDINGS 6.9.1 Preliminary Provisions (Rev. 1/1/2024) ......................................................................................... 140 6.9.2

Definitions, Construction of Terms (Rev. 1/1/2022) ...................................................................... 140 6.9.3 Assignment of Cases and Peremptory Challenges (Rev. 1/1/2018) ............................................... 140 6.9.4 Presence of Parties at Court Hearings (Adopted 1/1/2023) ............................................................ 141 6.9.5 Ex Parte Applications and Orders (Rev. 1/1/2022) ........................................................................ 141 6.9.6 Requirements for Noticed Motions (Rev. 1/1/2023) ...................................................................... 142 6.9.7 Remote Filing (Rev. 1/1/2022) ...................................................................................................... 143 6.9.8 Reserved for Future Use (Del. 1/1/2022) ....................................................................................... 143 6.9.9 Reciprocal Discovery (Rev. 1/1/2018) ........................................................................................... 143 6.9.10 Public and Media Access: Juvenile Justice (Rev. 1/1/2022) .......................................................... 143 6.9.11 Competency and Mental Health Evaluations (Rev. 1/1/2022) ........................................................ 144 6.9.12 Administration of Psychotropic Medications (Rev. 1/1/2025) ....................................................... 144 6.9.13 Initial Health Screening (Rev. 1/1/2024) ....................................................................................... 144 6.9.14 Immunizations (Rev. 1/1/2024) ..................................................................................................... 144 6.9.15 Reserved for Future Use (Del. 1/1/2022) ....................................................................................... 144 6.9.16 Off-Site Counseling (Rev. 1/1/2024) ............................................................................................. 144 6.9.17 Reserved for Future Use (Del. 1/1/2022) ....................................................................................... 144 6.9.18 Disclosure of Medical Information (Rev. 1/1/2021) ...................................................................... 145 6.9.19 Sharing of Information (Rev.1/1/2026) .......................................................................................... 145 6.9.20 Habeas Corpus Petitions (Adopted 1/1/2016) ................................................................................ 145 6.9.21 Settlement Conference and Contested Hearing (Rev. 1/1/2025) .................................................... 145 6.9.22 Exhibits: Permissible Filings Defined (Rev. 1/1/2021) ................................................................. 146 6.9.23 Sealing (Adopted 1/1/2022) ........................................................................................................... 146 6.9.24 Court-Appointed Special Advocates (CASAs) (Adopted 1/1/2022) .............................................. 146 DIVISION VII APPELLATE

CHAPTER l APPEALS TO THE APPELLATE DIVISION 7.1.1 Application of the San Diego Superior Court Rules (Rev. 1/1/2017)............................................. 146 7.1.2 Filing Requirements (Rev. 1/1/2024) ............................................................................................. 147 7.1.3 Record Election Options (Rev. 1/1/2024) ...................................................................................... 147 7.1.4 Imaged Appellate Case Files (Adopted 1/1/2023) ......................................................................... 147 7.1.5 Trial Court May Order Transcript (Rev. 1/1/2016) ........................................................................ 148 7.1.6 Sufficient Completeness of the Record/Time for Preparation of Transcript (Adopted 1/1/2015) .......... 148 7.1.7 Binding of Clerk's Transcript (Adopted 1/1/2015) ........................................................................ 148 7.1.8 Oral Argument (Adopted 1/1/2022) ............................................................................................... 148

Superior Court of California, County of San Diego

CHAPTER 2 WRIT PETITIONS TO THE APPELLATE DIVISION 7.2.1 Application of the San Diego Superior Court Rules (Rev. 1/1/2017)............................................. 148 7.2.2 Filing Requirements (Rev. 1/1/2024) ............................................................................................. 149 7.2.3 Request for Stay (Rev. 1/1/2009) ................................................................................................... 149 7.2.4 Unlawful Detainer Writ Relief (Rev. 1/1/2017) ............................................................................. 149

CHAPTER 3 APPEALS TO THE FOURTH DISTRICT COURT OF APPEAL 7.3.1 Application of the Fourth District Court of Appeal Rules (Adopted 1/1/2017) ............................. 149 7.3.2 Trial Court May Order Transcript (Adopted 1/1/2020) .................................................................. 149 7.3.3 Filing Documents in the Superior Court (Adopted 1/1/2024) ........................................................ 150 DIVISION VIII MENTAL HEALTH COURT

CHAPTER l COURT, LOCATIONS, VENUE, PROCEDURES 8.1.1 Mental Health Courts (Adopted 7/1/2025) ..................................................................................... 150 8.1.2 Mental Health Court Judge (Rev. 1/1/2025) .................................................................................. 150 8.1.3 Addresses and Telephone Numbers of the Mental Health Court (Rev. 1/1/2017) ......................... 150 8.1.4 Venue (Adopted 7/1/2006) ............................................................................................................ 151 8.1.5 Pleadings (Adopted 7/1/2006) ....................................................................................................... 151 8.1.6 Written Notice (Adopted 7/1/2006) ............................................................................................... 151 8.1.7 Notices Other Than Written (Rev. 1/1/2017) ................................................................................. 152 8.1.8 Hearing Once Noticed Cannot be Advanced (Adopted 7/1/2006).................................................. 152 8.1.9 Preparation of Order or Judgment (Adopted 7/1/2006) .................................................................. 152

CHAPTER 2 LANTERMAN-PETRIS-SHORT ("LPS") CONSERVATORSHIP 8.2.1 "Conservator" (Adopted 7/1/2006) ................................................................................................ 152 8.2.2 "Conservatee" (Adopted 7/1/2006) ................................................................................................ 152 8.2.3 Reserved for Future Use (Del. 1/1/2023) ....................................................................................... 153 8.2.4 Service-Proof of Service (Adopted 7/1/2006) ................................................................................ 153 8.2.5 Subpoenas (Adopted 7/1/2006) ...................................................................................................... 153 8.2.6 Establishment of Conservatorship - A Referral Initiates The Establishment Procedure (Adopted 7/1/2006) ........................................................................................................................ 153 8.2.7 Establishment of Conservatorship - Preparation and Filing of Petition (Adopted 7/1/2006). ........ 153 8.2.8 Establishment of Conservatorship - Temporary Conservatorship (Adopted 7/1/2006) .................. 153 8.2.9 Establishment of Conservatorship - Notice of Temporary Conservatorship (Adopted 7/1/2006) .......... 153 8.2.10 Establishment of Conservatorship - Term of Temporary Conservatorship (Rev. 1/1/2023) .......... 153 8.2.11 Establishment of Conservatorship - Preparation of Conservatorship Investigation Report (Rev. 1/1/2016) .............................................................................................................................. 154 8.2.12 Establishment of Conservatorship - Hearing - Waiver of Presence of Physician (Adopted 7/1/2006) ........................................................................................................................ 154 8.2.13 Establishment of Conservatorship - Hearing - Conservatee Unable or Unwilling to Attend Hearing (Rev. 1/1/2023) ................................................................................................................ 154 8.2.14 Establishment of Conservatorship - Hearing - Evidence (Conservatorship Referral Document) (Adopted 7/1/2006) ........................................................................................................................ 154 8.2.15 Establishment of Conservatorship - Hearing - Evidence (Conservatorship Investigation Report) (Rev. 1/1/2023) .............................................................................................................................. 154

San Diego County Superior Court Rules 8.2.16 Establishment of Conservatorship - Hearing -Appointment of Conservator (Adopted 7/1/2006) ... 154 8.2.17 Establishment of Conservatorship - Preparation of Orders (Adopted 7/1/2006) ............................ 155 8.2.18 Conservator - Request To Be Relieved (Adopted 7/1/2006) ......................................................... 155 8.2.19 Conservator - Successor By Operation of Law (Adopted 7/1/2006) .............................................. 155 8.2.20 Conservator, Private - Relief For Non-Performance - Appointment of Interim Conservator (Adopted 7/1/2006) ................................................................................................... 155 8.2.21 Rehearing - Time for Filing (Adopted 7/1/2006) ........................................................................... 155 8.2.22 Rehearing - Issues Raised - Burden of Proof (Adopted 7/1/2006) ................................................ 155 8.2.23 Rehearing - Procedure (Adopted 7/1/2006) ................................................................................... 156 8.2.24 Rehearing Order Preparation (Adopted 7/1/2006) ......................................................................... 156 8.2.25 - 8.2.30 [reserved] ............................................................................................................................ 156 8.2.31 Re-Establishment of Conservatorship - Notice of Expiration (Rev. 1/1/2021) ............................. 156 8.2.32 Re-Establishment of Conservatorship - Petition (Adopted 7/1/2006) ............................................ 156 8.2.33 Re-Establishment of Conservatorship - Consent to Re-Establishment (Adopted 7/1/2006) .......... 157 8.2.34 Re-Establishment of Conservatorship - Hearing Procedures (Adopted 7/1/2006). ....................... 157 8.2.35 Re-Establishment of Conservatorship - Termination of Conservatorship (Adopted 7/1/2006) ..... 157 8.2.36 - 8.2.40 [reserved] ............................................................................................................................ 157 8.2.41 Early Termination of Conservatorship - By Conservator's Request (Adopted 7/1/2006) ............. 157 8.2.42 Early Termination of Conservatorship - By Conservatee's Request (Adopted 7/1/2006) ............. 157 8.2.43 Early Termination of Conservatorship - Procedure (Adopted 7/1/2006) ....................................... 157 8.2.44 - 8.2.50 [reserved] ............................................................................................................................. 158 8.2.51 Jury Trial - Request (Adopted 7/1/2006) ....................................................................................... 158 8.2.52 Jury Trial - Request Withdrawn (Adopted 7/1/2006) .................................................................... 158 8.2.53 Post Verdict Matters (Rev. 1/1/2023) ............................................................................................ 158

CHAPTER 3 AUTHORIZATION FOR CONSERVATOR TO CONSENT TO MEDICAL TREATMENT FOR CONSERVATEE 8.3.1 Authority For Conservator (Adopted 7/1/2006) ............................................................................ 159 8.3.2 Obtaining Authority For Medical Treatment (Adopted 7/1/2006) ................................................. 159 8.3.3 Hearing on Petition (Adopted 7/1/2006) ........................................................................................ 159 8.3.4 Notice (Adopted 7/1/2006) ............................................................................................................ 160 8.3.5 Transportation (Adopted 7/1/2006)................................................................................................ 160 8.3.6 Emergency Treatment (Adopted 7/1/2006) .................................................................................... 160

CHAPTER 4 ELECTROCONVULSIVE TREATMENT 8.4.1 Conditions for Administering (Rev. 1/1/2021) .............................................................................. 160 8.4.2 Attorney's Consent to Patient's Capacity (Adopted 7/1/2006) ........................................................ 160 8.4.3 Filing Petition (Adopted 7/1/2006) ................................................................................................ 160 8.4.4 Patient's Attorney - Declaration Concerning Conflict of Interest (Adopted 7/1/2006) .................. 160 8.4.5 Treating Physician - Declaration Concerning Treatment (Adopted 7/1/2006) ............................... 161 8.4.6 Change of Patient's Condition (Adopted 7/1/2006) ........................................................................ 161 8.4.7 Appointment of Temporary Conservator (Adopted 7/1/2006) ....................................................... 161

CHAPTER 5 DETERMINATION OF CAPACITY OF MENTAL HEALTH PATIENTS TO GIVE OR WITHHOLD INFORMED CONSENT TO ADMINISTRATION OF ANTIPSYCHOTIC MEDICATION (RIESE HEARING) 8.5.1 Scope and Purpose (Rev. 1/1/2024) ............................................................................................... 161 8.5.2 Petition (Rev. 1/1/2026) ................................................................................................................. 161 8.5.3 Required Documents (Rev. 1/1/2026) ............................................................................................ 161 8.5.4 Calendaring Hearings (Adopted 7/1/2026) .................................................................................... 162 8.5.5 Attorney Duties (Rev. 1/1/2024) .................................................................................................... 162

Superior Court of California, County of San Diego 8.5.6 Reserved for Future Use (Del. 1/1/2023) ....................................................................................... 162 8.5.7 Treating Physician or Treating Certified Nurse Practitioner or Treating Physician Assistant to Attend Hearing and Present Evidence (Rev. 1/1/2026).................................................................. 162 8.5.8 Surroundings of Hearing (Rev. 1/1/2024) ...................................................................................... 162 8.5.9 Burden of Proof (Rev. 1/1/2026) ................................................................................................... 162 8.5.10 Determination of Capacity (Rev. 1/1/2024) ................................................................................... 162 8.5.11 Patient Presence (Rev. 1/1/2025) ................................................................................................... 163 8.5.12 Reserved for Future Use (Del. 1/1/2024) ....................................................................................... 163 8.5.13 Continuance of Hearings (Adopted 7/1/2006) ............................................................................... 163 8.5.14 Determination (Rev. 1/1/2024) ...................................................................................................... 163 8.5.15 Confidentiality (Adopted 7/1/2006) ............................................................................................... 163

CHAPTER 6 PROCEDURES FOR ADDITIONAL CONFINEMENT OF PERSONS DEMONSTRATED TO BE DANGEROUS 8.6.1 Preparation of Petition (Rev. 1/1/2021) ......................................................................................... 163 8.6.2 Filing and Service of Petition (Adopted 7/1/2006) ......................................................................... 163 8.6.3 Affidavits (Rev. 1/1/2021) ............................................................................................................. 164 8.6.4 Right to Attorney and Jury Trial (Adopted 7/1/2006) .................................................................... 164

CHAPTER 7 CERTIFICATION REVIEW HEARINGS 8.7.1 Compliance With Welfare and Institutions Code (Rev. 1/1/2016) ................................................. 164 8.7.2 Procedures (Rev. 1/1/2025)............................................................................................................ 164

CHAPTER 8 WRIT OF HABEAS CORPUS 8.8.1 Filing Petitions, Orders, Writs (Adopted 7/1/2006) ........................................................................ 165 8.8.2 Applications for Writ Seeking Release or Modification of Custody (Adopted 7/1/2006) .............. 165 8.8.3 Hearing (Adopted 7/1/2006) .......................................................................................................... 165 8.8.4 Time of Hearing (Adopted 7/1/2006) ............................................................................................ 165

CHAPTER 9 WRIT OF HABEAS CORPUS FOR MINORS ADMITTED TO PRIVATE PSYCHIATRIC FACILITY BY PARENT 8.9.1 Writ of Habeas Corpus (Rev. 1/1/2014) ........................................................................................ 165 8.9.2 Procedures (Rev. 1/1/2025)............................................................................................................ 166

CHAPTER l0 ADMISSION OF JUVENILE COURT WARD OR DEPENDENT MINORS FOR ACUTE CARE PSYCHIATRIC HOSPITAL TREATMENT 8.10.1 Applicability and

Definitions (Adopted 7/1/2006) ......................................................................... 166 8.10.2 Involuntary Hospitalization for the Initial 72-hour Period (Rev. 1/1/2025) ................................... 166 8.10.3 Involuntary Hospitalization After the Initial 72-Hour Period (Adopted 7/1/2006) ......................... 167 8.10.4 Voluntary Hospitalization (Welf. & Inst. Code, § 6552) (Rev. 1/1/2025). .................................... 167

CHAPTER ll ADMISSION OF MINORS WHO ARE NOT DEPENDENTS OR WARDS OF THE JUVENILE COURT FOR ACUTE CARE PUBLIC PSYCHIATRIC HOSPITALS AND PRIVATE FACILITIES UNDER CONTRACT WITH THE COUNTY (ROGER S. HEARING) 8.11.1 Applicability (Rev. 1/1/2014) ........................................................................................................ 168 8.11.2

Definitions (Rev. 1/1/2014) ........................................................................................................... 169

San Diego County Superior Court Rules 8.11.3 Initiating Hospitalization (Rev. 1/1/2014) ..................................................................................... 169 8.11.4 Procedure for a Non-Protesting Minor Who Wishes to Waive the Right to a Hearing (Rev. 1/1/2014) ................................................................................................................ 169 8.11.5 Protesting Minor (Rev. 1/1/2016) .................................................................................................. 170 8.11.6 Facility Review (Adopted 7/1/2006) .............................................................................................. 171 8.11.7 Confidentiality (Adopted 7/1/2006) ............................................................................................... 171 8.11.8 Records (Adopted 7/1/2006) .......................................................................................................... 171 8.11.9 Writ of Habeas Corpus (Rev. 1/1/2014) ........................................................................................ 171 8.11.10 Filing a Writ of Habeas Corpus (Adopted 7/1/2006) ...................................................................... 171

CHAPTER l2 APPOINTED COUNSEL, FEES, COSTS 8.12.1 Representation of Patients in Mental Health Court (Rev. 1/1/2017) .............................................. 172 8.12.2 Private Conflict Counsel (Rev. 1/1/2017) ...................................................................................... 172 8.12.3 Patient Reimbursement of Appointed Counsel's Fees and Costs (Adopted 7/1/2006) ................... 172

CHAPTER l3 COMMUNITY ASSISTANCE, RECOVERY, AND EMPOWERMENT (CARE) ACT PROCEEDINGS 8.13.1 CARE Act Proceedings (Adopted 1/1/2025) ................................................................................. 173

Superior Court of California, County of San Diego Local Rules, Effective 1/1/2026 1 PREFACE The San Diego County Bar Association has adopted Attorney Civility and Practice Guidelines. They are set forth below. The San Diego Superior Court expects all attorneys who appear before it to abide by these guidelines. (Rev. 1/1/2020) I. DUTIES OWED TO THE COURT A. We expect lawyers to be courteous and respectful to the court and all court and court-related personnel. B. We expect lawyers arguing for an extension of existing law to clearly state that fact and state why. C.

We expect lawyers appearing in court to dress neatly and appropriately, and encourage their clients to do the same. D. We expect lawyers to be on time and adhere to time constraints. E. We expect lawyers to be prepared for all court appearances. F. We expect lawyers to attempt to resolve disputes promptly, fairly, and reasonably, with resort to the court for judicial relief only if necessary. G. We expect lawyers to discourage and refuse to accept a role in litigation that is meritless or designed primarily to harass or drain the financial resources of the opposing party. H.

We expect lawyers to honor and maintain the integrity of our justice system, including by not impugning the integrity of its proceedings, or its members. (Rev. 1/1/2020) II. DUTIES OWED TO OTHER LAWYERS, PARTIES, AND WITNESSES A. We expect lawyers to address legal arguments with other lawyers professionally, and not personally. B. We expect lawyers to treat adverse witnesses, litigants, and opposing counsel with courtesy, fairness, and respect. C. We expect lawyers to conduct themselves in the discovery process as if a judicial officer were present. D.

We expect lawyers to not arbitrarily or unreasonably withhold consent to a reasonable request for cooperation or accommodation. E. We expect lawyers to refrain from attributing to an opponent a position the opponent has not clearly taken. F. We expect lawyers to be accurate in written communications intended to make a record. G. We expect lawyers to refrain from proposing a stipulation in the presence of the court or trier of fact unless the other parties have previously agreed to it. H.

We expect lawyers to refrain from interrupting an opponent's legal argument unless making an appropriate objection for a legitimate basis. I. We expect lawyers in court to address opposing lawyers through the court. J. We expect lawyers to seek sanctions sparingly, and not to obtain a tactical advantage or for any other improper purpose. K. We expect lawyers to refrain from seeking to disqualify opposing counsel for any improper purpose or for any reason not supported by fact or law. L. We expect lawyers to encourage other lawyers to conform to the standards in these guidelines. M.

We expect lawyers to conduct themselves so that they may conclude each case amicably with the opposing lawyer or party. (Rev. 1/1/2020)

Superior Court of California, County of San Diego Local Rules, Effective 1/1/2026 2 DIVISION I GENERAL AND ADMINISTRATIVE

CHAPTER 1 SCOPE OF RULES These rules apply to all cases filed in or transferred to the courts of San Diego County. Rule 1.1.1 Construction, Citation, and Effect of Rules These rules are known and cited as the “San Diego Superior Court Local Rules” and are at all times supplementary to and subject to statutes, the California Rules of Court, and any rules adopted by the Judicial Council and are to be construed and applied so they do not conflict with such rules and statutes.

These rules have no retroactive effect or application. (Adopted 1/1/1998; Rev. 1/1/2000; Rev. 1/1/2004; Renum. 1/1/2006; Rev. 1/1/2023) Rule 1.1.2 Construction and Application of Rules These rules will be construed to secure the efficient administration of the business of the court and to promote and facilitate the administration of justice by the court. Division, section, rule, and paragraph headings do not affect the scope, meaning, or intent of the provisions of these rules. If any part of a rule is held invalid, all valid parts that are severable from the invalid parts remain in effect.

If a rule is held invalid in one or more of its applications, the rule remains in effect in all valid applications that are severable from the invalid applications. Failure to comply with these rules, or any of the requirements thereof, may result in the imposition of sanctions in accordance with Code of Civil Procedure

section 575.2. (Adopted 1/1/1998; Rev. 1/1/2000; Renum. 1/1/2006; Rev. 1/1/2024) Rule 1.1.3 Definition of Words The

definitions set forth in the California Rules of Court for the trial courts apply to these rules with equal force and for all purposes, unless the context or the subject matter requires otherwise. “Answer” includes response. “Case management conference” includes what was formerly referred to as “status conference.” “Complaint” includes cross-complaint and petition. “County” means the County of San Diego, State of California. “Court” means the Superior Court of the County of San Diego and includes any judge, commissioner, referee, and temporary judge currently serving on the bench of any division in the county. “Day” means a calendar day, unless otherwise specified. “Defendant” includes cross-defendant and respondent. “Party,” or other designation of a party, includes such party's attorney of record. “Plaintiff” includes cross-complainant and petitioner. “Rule” refers to a rule of the San Diego Superior Court, unless otherwise indicated. (Adopted 1/1/1998; Rev. 1/1/1999; Rev. 1/1/2000; Rev. 1/1/2004; Renum. 1/1/2006) Rule 1.1.4 New, Amended, Repealed Rules Any rule may be amended or repealed, and new rules may be added by majority vote of the judges of the San Diego Superior Court. (Adopted 1/1/1998; Rev. 1/1/2000; Renum. 1/1/2006)

Superior Court of California, County of San Diego Local Rules, Effective 1/1/2026 3

CHAPTER 2 GENERAL RULES Rule 1.2.1 Policy Against Bias and Access to Court Services It is the policy of the court to provide an environment free of all types of bias, prejudice, any kind of discrimination, or unfair practice, including that based on citizenship status, race, color, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), age, religion, disability: physical or mental, genetic information, marital status, sexual orientation, gender identity and gender expression, AIDS/HIV, medical condition, political activities or affiliations, military or veteran status, or status as a victim of crime or abuse.

All judges, commissioners, referees, court officers, and court employees must perform their duties in a manner calculated to prevent any such conduct, either by court personnel or by those appearing in court in any capacity. This rule does not preclude legitimate comment or advocacy when such factors are raised as issues in court proceedings. To ensure access to the courts for persons with disabilities, the court has appointed ADA coordinators at each of its facilities to address requests for accommodation.

Such requests shall be made as far in advance as possible and pursuant to California Rules of Court, rule 1.100. This rule is not intended to impose limitations or to invalidate the remedies, rights, and procedures accorded to persons with disabilities under state or federal law. More information about accommodations for disabilities can be found on the court’s website, www.sdcourt.ca.gov. To increase access to limited-English-proficient (“LEP”) court users, the court offers language access assistance, including interpreters.

Whenever possible given available resources and in accordance with applicable law, the court will provide language access services to LEP court users in all areas of the court. To facilitate efficient scheduling of interpreters, court users are asked to request interpreters as far in advance as possible, and to advise the court as soon as possible when an interpreter is no longer needed. Further information, including information concerning obtaining an interpreter and for making complaints about language access, may be obtained from the Language Access page on the court’s website, www.sdcourt.ca.gov.

Any violation of the above policies should be reported directly to the presiding judge or executive officer. Any violation of these policies by persons appearing in court should be reported directly to the judicial officer before whom the proceedings were conducted. (Adopted 1/1/1998; Rev. 1/1/2000; Renum. 7/1/2001; Renum. 1/1/2006; Rev. 1/1/2017; Rev. 1/1/2018; Rev. 1/1/2022) Rule 1.2.2 Departments, Divisions of the Court, and Venue A. The court consists of all the departments and divisions wherever they may be located and whatever their function.

These include all facilities located within the North County, East County, South County, and Central Divisions. The hours of operation are published in the professional and legal newspapers in the county, on the court’s website, and posted in each courthouse. B. In addition to the trial departments of each division, there is a presiding or supervising department and other specialized departments as determined by the presiding judge.

The supervising judge at each location is responsible for the administrative and calendar operations of the departments located there and for assignment of proceedings in those cases that are filed there. C. Except as set forth otherwise below or elsewhere provided in these rules, venue for all cases will be according to the zip codes found on the court’s website at http://www.sdcourt.ca.gov. D. The following matters must be filed in the Central Division: 1.

Matters now heard on the mental health calendar of the court, including all proceedings under the Lanterman-Petris-Short Act, except permanent conservatorships; 2. The return and filing of indictments; and 3. False claims actions. E. Venue for Civil Cases. Venue for limited and unlimited civil cases, including collection cases, is divided into two divisions: Central and North County. The East and South County Divisions are included in the Central Division for purposes of these cases.

This does not apply to civil harassment and elder or dependent abuse restraining orders, which will be filed in accordance with the zip code list. Venue for unlawful detainer, forcible entry, and forcible detainer cases will be governed by rule 2.4.2. F. Venue for Construction Defect Cases. Venue for construction defect cases is divided into two divisions: Central and North County. The East and South County Divisions are included in the Central Division for purposes of these cases. If a case primarily involves construction defect claims, it may be assigned to a judge designated to hear construction defect cases.

Superior Court of California, County of San Diego Local Rules, Effective 1/1/2026 4 G. Venue for CEQA Cases. Venue for CEQA (California Environmental Quality Act) cases is divided into two divisions: Central and North County. The East and South County Divisions are included in the Central Division for purposes of CEQA cases. Original petitions must show the proper venue and be filed in accordance with the zip code list found on the court’s website at: http://www.sdcourt.ca.gov, and in accordance with this rule. Pursuant to Public Resources Code

section 21167.1(b), CEQA cases will be assigned to a judge designated to hear CEQA matters. A list of CEQA designated judges can be found on the court’s website at: http://www.sdcourt.ca.gov. If one of the designated judges becomes disqualified for any reason, the case will be reassigned to another CEQA designated judge. H. Venue for Criminal Cases 1. Generally. Except as otherwise set forth in these rules, the People must file all criminal cases in the division in which the crime is alleged to have occurred, in accordance with the zip code list found on the court's website at http://www.sdcourt.ca.gov.

The People may make written application to the supervising judge of the division in which the case would be filed in accordance with the zip code list on the court's website, setting forth good cause why that case should not be filed in accordance with this rule. 2. City of Coronado and City of Del Mar Cases. Cases arising in the City of Coronado must be filed in the South County Division, and cases arising in the City of Del Mar must be filed in the North County Division. I. Venue for Adult Traffic/Minor Offense Cases. Except as set forth in Vehicle Code

section 40502, subdivision (b), venue for traffic and minor offense cases charged against adults will be in accordance with the zip code list found on the court's website (http://www.sdcourt.ca.gov), except that cases arising in the City of Coronado must be filed in the South County Division, and cases arising in the City of Del Mar must be filed in the North County Division. J. Venue for Juvenile Traffic/Minor Offense Cases.

Venue for traffic and minor offense violations charged against juveniles (under 18 years of age) will be in the Juvenile Court of the Central Division, except the following categories of citations will be accepted for filing in the Adult Traffic and Minor Offense Departments of the respective Court Divisions: 1. All Vehicle Code infraction citations issued to juveniles (under 18 years) that do not involve drugs or alcohol; 2. All Municipal Code and Local Ordinances that involve driving or operation of a motor vehicle; 3.

All appeals of parking citations issued to juveniles (under 18 years) and minors (18-21 years); 4. All infractions citations issued to minors (18-21 years) for Business and Professions Code violations involving minors in possession and related alcohol and drug charges; and 5. Citations issued to minors (18-21 years) for Vehicle Code

section 23140, subdivision (a), (person under 21 years, driving under the influence of alcohol). See exception noted below. Exception: Citations issued to minors (18 -21 years) for Vehicle Code

section 23140, subdivision (a), in the Central Division will be accepted for filing in the Criminal Division downtown. K. Venue for Juvenile Justice Cases. Venue for all juvenile justice cases initiated by petition will be in the Juvenile Court of the Central Division, except as otherwise set forth in these rules. L. Venue for Juvenile Dependency Cases and Adoption Cases. Juvenile dependency cases must be filed in the Central, North County, and East County Divisions in accordance with the zip code list that is as agreed upon by the Juvenile Court, Child and Family Well-Being, and County Counsel.

The current list will be maintained by the presiding judge of the Juvenile Court. Adoption cases must be filed as set forth in rule 6.2.1. M. Venue for Family, Domestic Violence and State Government Child Support Cases. Venue in family law, domestic violence and state government child support cases will be governed by rule 5.1.5. N. Venue for Probate Cases. Venue in probate cases will be governed by rule 4.1.2. O. Transfer of Actions. Any action or proceeding may, for good cause shown on motion of a party, and after hearing, be transferred to a different court location.

Motions and hearings on such transfer must be heard in the court where the action or proceeding is pending. In ruling on such a motion the judge presiding may, in their discretion, deny transfer of a case that has been filed at a court location not authorized by subsection C above. The presiding judge, supervising judge, or designee (including any judge assigned for all purposes to a case) may order a transfer to a different court location at any time without motion or hearing in their discretion for reasons stated in the order to transfer.

Although transfer will ordinarily be ordered in civil matters at the time of the case management conference or in criminal matters at the time of arraignment, such transfer may be ordered at any time at the discretion of any of the judges set forth above. If the order to transfer is made without a hearing or at a time other than a hearing, any party will be entitled to be heard concerning such transfer if a request for hearing is made to the judge who ordered the transfer within 10 days after notice of transfer.

Whenever, in the discretion of the presiding judge or his or her designee, the criminal calendar in any division has become so congested so as to jeopardize the right of a party to a speedy trial or to interfere with the proper handling of the judicial business in that division, or for security or calendar management reasons, the judge may order those cases that are to be filed in that division be filed in a different division.

Superior Court of California, County of San Diego Local Rules, Effective 1/1/2026 5 (Adopted 1/1/1998; Rev. 1/1/1999; Rev. 1/1/2001; Renum. 7/1/2001; Rev. 1/1/2002; Rev. 1/1/2003; Rev. 1/1/2004; Rev. & Renum. 1/1/2006; Rev. 1/1/2007; Rev. 1/1/2010; Rev. 1/1/2013; Rev. 1/1/2015; Rev. 1/1/2016; Rev. 1/1/2019; Rev. 1/1/2021; Rev. 1/1/2023; Rev. 1/1/2024; Rev. 1/1/2025) Rule 1.2.3 Policy on Availability of Court Reporters and Electronic Recording The availability and unavailability of official court reporters is set forth in the Court’s Policy Regarding Normal Availability and Unavailability of Official Court Reporters ( Form SDSC #ADM -317 ).

The Court’s current policy is available on its website, www.sdcourt.ca.gov. The San Diego Superior Court provides electronic recording services in infraction and misdemeanor proceedings. The court may electronically record limited civil proceedings. Examples of such proceedings include but are not limited to: limited unlawful detainer trials, collections trials, and small claims trials. Otherwise, matters will not be recorded unless ordered by the court.

The San Diego Superior Court will not regularly provide electronic recording of hearings on motions or ex parte applications in limited civil proceedings, including, but not limited to limited unlawful detainer proceedings. A party who has been granted a waiver of court fees and costs may request the services of an official court reporter for a proceeding for which a reporter is not normally available and for which an electronic recording is not provided.

Such a request should be made using the Request for Court Reporter by a Party with a Fee Waiver form (SDSC Form #ADM-379), available on the court’s website, www.sdcourt.ca.gov, and must be filed with the clerk at least 10 days before the proceeding. If the requesting party received less than 10 days' notice of the hearing or trial, the requesting party must file the request as soon as practicable. Party(ies) to the case who do not qualify for a waiver of fees may be responsible for a pro rata share of the fees.

The clerk will notify the requestor as soon as possible if an official court reporter will not be available. The court does not provide court reporter transcripts free of charge. A party who has not received a fee waiver pursuant to California Rules of Court, rule 3.55(7) and who seeks a verbatim record should arrange for a certified shorthand reporter to serve as an official pro tempore reporter, unless the proceedings are electronically recorded by the court in which case the electronic recording is the official verbatim recording of the proceeding as provided in Government Code

section 69957, and California Rules of Court, rules 2.952 and 2.956(c). The party desiring a court reporter's services for a proceeding for which the court does not make an official court reporter available may arrange for the appointment of a court approved official reporter pro tempore from a list maintained by the court, or may, by stipulation, arrange for the appointment of a privately retained certified shorthand reporter, in accordance with the procedures posted on the court's website and available in the clerk's office.

If an arrangement for a court reporter is made under this subdivision, it is the responsibility of the arranging party or parties to pay the reporter's fee for attendance at the proceedings and any resulting official transcript of the proceedings. (Adopted 1/1/2020; Rev. 1/1/2021; Rev. 1/1/2025) Rule 1.2.4 Decorum for Court Appearances All rules of courtroom civility and decorum apply equally to appearances by remote video. Individuals appearing in court, whether in person or by remote video, must dress in an appropriate manner consistent with ordinary sensibilities.

Attorneys appearing in person or by remote video should dress in accordance with generally accepted standards for business attire. Individuals in the courtroom or appearing by remote video must take measures to ensure there will be no interruptions or distractions while court is in session. Participants should refrain from chewing gum, eating, smoking, vaping, or using a cell phone or other electronic device not related to the proceedings. (Adopted 1/1/2025)

CHAPTER 3 EXECUTIVE OFFICER OF THE COURT Rule 1.3.1 Appointment, Powers, and Duties A majority of the judges of the court may appoint a court executive officer pursuant to

section 71620 of the Government Code who also acts as jury commissioner and clerk of the court. Any reference in these rules, the California Rules of Court, or statutes, to the exec utive officer, clerk of the court, or jury commissioner refers to the executive officer who functions in each of these capacities.

Superior Court of California, County of San Diego Local Rules, Effective 1/1/2026 6 The powers, duties, and responsibilities transferred from the county clerk to the court executive officer pursuant to this rule include all of those performed by the county clerk with respect to court actions, proceedings, and records. The county clerk is hereby relieved of any obligation imposed by law with respect to the above powers, duties, and responsibilities.

This rule does not transfer from the county clerk to the court executive officer obligations in reference to the issuance of marriage licenses or the filing of fictitious business names. (Adopted 1/1/1998; Rev. 1/1/2000; Renum. 7/1/2001; Rev. 1/1/2005; Renum. 1/1/2006)

CHAPTER 4 MISCELLANEOUS PROVISIONS Rule 1.4.1 Records Nothing on file in any court may be taken out of the clerk’s office or the civil business office unless it is going to a courtroom or chambers of a judge. (Adopted 1/1/1998; Renum. 7/1/2001; Renum. 1/1/2006) Rule 1.4.2 Exhibits Evidence admitted in any case before any court will be only those items required in the case and will be retained by the court for the minimum time required by law, unless good cause is shown to retain the evidence longer. No exhibit will be received by any court if the exhibit poses a security, storage, safety, or health problem. A.

Prohibited Items. Exhibits that will not be received include but are not limited to: 1. Any type of explosive powder; 2. Explosive chemicals, toluene, ethane; 3. Explosive devices, such as grenades or pipe bombs; 4. Flammable liquids such as gasoline, kerosene, lighter fluid, paint thinner, ethyl-ether; 5. Canisters containing tear gas, mace; 6. Rags which have been soaked with flammable liquids; 7. Liquid drugs such as phencyclidine (PCP), methamphetamine, corrosive liquids, pyrrolidine, morpholine, or piperidine; and 8. Samples of any bodily fluids, liquid or dried.

Exhibits that will not be accepted by the exhibits custodian, and that will be ordered returned to the submitting party at the conclusion of the trial or hearing at which the exhibit was received, include: 1. Containers with liquid substances that are not clearly marked and identified as to type and amount; 2. Hypodermic needles unless placed in containers which will safeguard personnel; 3. Foam-core boards or substantially similar material used for displaying exhibits such as, but not limited to, photographs, charts, drawings or maps; 4.

Large or irregularly shaped objects that do not fit in a records box that is 12 x 10 x 15 inches or smaller; 5. Firearms or ammunition of any kind; 6. Drugs; and 7. Money. Applications for exceptions to this rule regarding large or irregularly shaped objects, firearms, firearms ammunition, drugs, or money shall be made in writing to the Criminal Supervising Judge or their designee, with notice to the branch court’s exhibits custodian and all parties. All exhibits must be individually tagged with the proper exhibit tag. Each exhibit tag must be properly completed and securely attached to the exhibit.

Any exhibit improperly tagged, marked, weighed, or otherwise identified will not be accepted by any court. Original photographs must be substituted for any photographically enlarged exhibits. If any exhibit is ordered returned to the submitting party, the submitting party shall provide the court with a full and complete photographic or electronic record of the exhibit. The court will retain the photographic or electronic record along with the other trial/hearing exhibits.

The submitting party shall be responsible for maintenance, custody, and safekeeping of the returned exhibit until 60 days after the case becomes final as defined by Penal Code § 1417.1.

Superior Court of California, County of San Diego Local Rules, Effective 1/1/2026 7 All exhibit tags and other identifying markings shall remain in place during this period. The submitting party shall maintain a record of anyone, other than the counsel of record or his or her staff, who views or handles the exhibit. In the event the exhibit is requested for further proceedings by any court having jurisdiction over the case, the submitting party shall contact the requesting court and make arrangements for the delivery of said exhibit, with notice to this court and all counsel of record. B.

Viewing, Photographing, and Copying Exhibits. Only attorneys of record and court employees may view the exhibits without a court order. All other interested persons must first obtain an order of the court by completing the Request to View, Photograph, or Copy Exhibits (SDSC Form #ADM-386), available on the Forms area of the court’s website, www.sdcourt.ca.gov . Viewing must take place in the presence of an exhibit custodian. Exhibits may not be altered or taken apart, except by court order.

If the court issues an order permitting the copying of exhibits, all exhibits may be copied regardless of format (e.g., paper, photograph, DVD, CD, audiotape, videotape) unless copying of a specific exhibit, or use of a particular type of copying equipment, is prohibited by law or court order. C. Temporary Release of Exhibits. Attorneys, investigators, law enforcement agencies, and other interested parties may seek temporary release of exhibits for copying or laboratory testing. A stipulation and court order is required in all instances, except a stipulation is not required in civil cases.

The party seeking the release must present a certified copy of a signed stipulation and order to the exhibit custodian. The order must include the case number, names of the parties, name and telephone number of the person to whom the exhibits are to be released, a description of the exhibits, and the date the exhibits are to be returned. Exhibits in a criminal matter may be temporarily released for use in a civil action brought by the victim of the crime.

The party seeking the release must first obtain an order of the court by completing the Request to View, Photograph, or Copy Exhibits ( SDSC Form #ADM -386 ), available on the Forms area of the court’s website, www.sdcourt.ca.gov. The party seeking the release must present a certified copy of the signed order to the exhibit custodian. D. Exhibits in Civil Cases. Unless specifically ordered by the court, all exhibits marked, identified and/or admitted into evidence in a civil case will be returned to the offering party at the conclusion of trial.

The party to whom the exhibit is returned is responsible for maintaining and preserving that exhibit pending any post -verdict proceedings and appeals, until there is a final disposition of the action or proceeding. All exhibit tags and other identifying markings or information concerning each exhibit must remain in place and not be disturbed. Each exhibit must remain intact and in the same condition as during trial.

In the event further proceedings of any court having jurisdiction of the matter require the presence of any exhibit, the party introducing the exhibit must promptly deliver the exhibit to the court, with notice to all parties. (Adopted 1/1/1998; Renum. 7/1/2001; Rev. 7/1/2002; Renum. 1/1/2006; Rev. 1/1/2007; Rev. 1/1/2011; Rev. 1/1/2013; Rev. 1/1/2016; Rev. 1/1/2018; Rev. 1/1/2019; Rev. 1/1/2025; Rev. 1/1/2026) Rule 1.4.3 Jury Lists The jury master list for the Central Division will be comprised of those jurors residing in any of the filing districts.

The jury master list for the East, North and South County Divisions will be comprised of those jurors residing in the filing district as determined by zip code that corresponds with the division in which the juror lives. The Zip Code List may be accessed under the forms

section of the court’s internet site at http://www.sdcourt.ca.gov. The jury master list will be drawn so that all eligible persons have an equal chance of being selected for the court division in which they reside regardless of their place of residence. The Jury Commissioner or their designee may grant a temporary excuse from jury service to a prospective juror who has served on a grand or trial jury in any state or federal court during the previous 36 months.

A prospective juror who was summoned and appeared for jury service in any state or federal court during the previous 12 months will be temporarily excused from jury service, upon request. (Adopted 1/1/2000; Renum. 7/1/2001; Rev. 1/1/2005; Rev. & Renum. 1/1/2006; Rev. 1/1/2007; Rev. 1/1/2008; Rev. 1/1/2016; Rev. 1/1/2025)

Superior Court of California, County of San Diego Local Rules, Effective 1/1/2026 8 Rule 1.4.4 Appointment of Counsel Under the Servicemembers Civil Relief Act If the plaintiff or defendant in an action is in the military service, the Servicemembers Civil Relief Act (“the Act”) may apply. (50 U.S.C. §3901-4043.) A. If the defendant servicemember has not made an appearance: 1. The court may not enter a default judgment or an order of default on the merits unless the court appoints an attorney for the defendant. Default means any order, ruling or decree which is adverse to the servicemember’s interest.

Actions taken by the appointed attorney do not bind the servicemember or waive any defenses (including lack of jurisdiction) unless the servicemember has authorized action. 2. The court must grant a 90 -day or longer initial stay if there may be a defense to the proceeding which the servicemember cannot present without being present, or if after due diligence, counsel has been unable to contact the defendant or otherwise determine if a meritorious defense exists. 3.

After the 90-day stay, the court must appoint an attorney to represent the servicemember in the action or proceeding if it refuses to grant an additional stay. 4. If the court does enter a default, plaintiff may be required to file a bond to indemnify the responding servicemember if the order is later set aside. 5. If the court enters a default judgment during a period of military service (or within 60 days after the end of service), the court must reopen the judgment to allow the servicemember to defend if: a. The service member was materially affected due to military service in asserting a defense, and b.

The service member has a meritorious or legal defense to the action or some part of it, so long as the application is filed within 90 days after the end of military service. B. If the plaintiff or defendant servicemember has received notice of the proceeding: 1. The court may, on its own motion, stay the action for a minimum 90 day stay. 2.

T he court must grant a minimum 90 -day stay of the proceedings if the servicemember communicates that military duty requirements materially affect the servicemember’s ability to appear, stating a date when the servicemember will be available, and if the servicemember’s commanding officer communicates that the servicemember’s current military duties prevent an appearance and leave is not authorized at the time of the hearing. 3. The servicemember may apply for an additional stay in the same manner as the original request.

If the court refuses to grant the additional stay, the court must appoint counsel to represent the servicemember in the proceeding. In cases where an attorney is appointed and the attorney is unable to locate and/or secure the servicemember’s agreement to representation, actions by the attorney must not waive any defense of the servicemember or otherwise bind the servicemember.

Any actions taken by the attorney appointed pursuant to an order under the Act do not constitute an appearance for jurisdictional purposes and do not constitute a waiver of any substantive or procedural defense, including a defense relating to lack of personal jurisdiction. C. Miscellaneous. 1. Appointments of counsel under the Act are pro bono. 2. Any individual holding a power of attorney from the servicemember may appear in court on their behalf to request a stay or additional stay. 3.

A request for a stay does not constitute a general appearance for jurisdictional purposes or a waiver of substantive or procedural defenses. (Adopted 1/1/1998; Rev. 1/1/2000; Renum. 7/1/2001; Rev. 1/1/2005; Renum. 1/1/2006; Rev. 1/1/2008; Rev. 1/1/2009; Renum. 1/1/2010; Rev. 1/1/2012; Rev. 1/1/2016; Rev. 1/1/2020; Rev. 1/1/2025) Rule 1.4.5 Communication and Coordination Regarding Criminal Protective Orders and Restraining Orders (California Rules of Court, rule 5.445) A. Definition and Purpose. The

definitions and purpose of this local rule are set forth in the California Rules of Court, rule 5.445 . B. Communication and Coordination. 1. The court will ensure that clerks assigned to departments that hear criminal protective and restraining orders and child custody and visitation orders, will receive training in the use of the San Diego County Sheriff’s Restraining Order Index so that judicial officers have access to existing restraining orders issued in the court upon request.

Superior Court of California, County of San Diego Local Rules, Effective 1/1/2026 9 2. Courts responsible for hearing criminal protective orders and courts issuing orders relating to child custody and visitation that involve the same parties are encouraged to communicate and share information in order to coordinate terms of the orders with a goal towards ensuring the safety of all parties involved in those proceedings. (Cal. Rules of Court , rule 5.445(c)(3) , Pen.

Code, § 136.2(f).) This rule does not abrogate any requirement that a court considering modifying an order set the matter for hearing and share the information with the parties. C. Notice by Parties to Court Handling Protective or Restraining Orders 1. Duties of Self -Represented Parties and Attorneys in Family Law, Dependency and Probate Guardianship Cases.

All self-represented parties and attorneys must inform the judicial officer hearing any temporary or permanent domestic violence, family, civil harassment, juvenile, or elder abuse (i.e., “personal conduct”) restraining order, or any hearing involving child custody and visitation of the existence of any temporary or permanent personal conduct restraining order, criminal protective order, or order regarding child custody and visitation, that involves any party to the case pending before that court.

The parties must also provide the court with a copy of the restraining order and have a continuing duty to update the court regarding the status of such orders. 2. Prosecuting Attorney’s Duty. The prosecuting attorney must investigate and disclose to the judicial officer hearing any criminal case in which a temporary or permanent criminal protective order is sought or issued, of the existence of any temporary or permanent domestic violence, family, civil harassment, juvenile or elder abuse (i.e., “personal conduct”) restraining order that involves any party to the criminal case. D.

Modification of Criminal Protective Order . To request a modification of a criminal protective order, counsel or a litigant must file a Petition to Modify a Domestic Violence Protective Order ( SDSC Form #CRM- 248), which will then be calendared in a department that hears such matters. 1. In Central, the petitions for misdemeanor cases must be filed in Criminal Business Office 250 and the hearings will be set in Department 1104. The petitions for felony cases must be filed in Criminal Business Office 150 and the hearings will be set in the appropriate department. 2.

In North County, the petition must be filed and the hearing scheduled in the Business Office, and the hearing will be set in Department 1 for misdemeanors and in Department 5 for felonies. 3. In South County, the petition must be filed in the Business Office and the hearing will be set in Department 12. 4.

In East County, the petition must be filed in the Business Office and the hearing will be scheduled in a calendaring department. (Adopted 1/1/2015; Rev. 1/1/2018) Rule 1.4.6 Related Civil, Probate, and Family Cases If a notice of related case is filed pursuant to Rule 3.300 of the California Rules of Court and lists probate and/or family law cases in addition to civil cases, the party filing the notice of related case must, within 15 days of the filing of the notice of related case,

schedule an ex parte hearing in supervising civil department . (Adopted 1/1/2026) DIVISION II CIVIL

CHAPTER 1 GENERAL POLICIES AND PROCEDURES Rule 2.1.1 Policy It is the policy of the courts to manage all cases in accordance with the Standards of Judicial Administration, Appendix to the California Rules of Court. Nothing in the Appendix prevents the courts from issuing an exception order based on a specific finding that the interests of justice require a modification of the routine processes as prescribed. However, no procedure or deadline established by these rules or order of the court may be modified, extended or avoided by stipulation or agreement of the parties, except as permitted by Government Code

section 68616, unless approved by the court in advance of the date sought to be altered. (Adopted 1/1/1998; Renum. 7/1/2001; Rev. 1/1/2005; Renum. 1/1/2006; Rev. 1/1/2010)

Superior Court of California, County of San Diego Local Rules, Effective 1/1/2026 10 Rule 2.1.2 Filing and Service of Papers Unless specifically directed otherwise, all papers must be filed in the civil business office of the appropriate division. A. Forms. Photocopies or computer generated duplicates of Judicial Council (JC) and court (SDSC) forms may be used only if the copies are clear, legible, easily readable, the same color as the original, and submitted on the same type of paper (e.g., NCR). B. Conformed Copies. The court will conform only one copy of each original submitted for filing.

If conformed copies are to be returned by mail or messenger, a stamped, self-addressed envelope or messenger slip must be included. Conformed copies that do not include a means of return will be retained in the pick- up box of the Civil Business Office and recycled after 30 days without pick-up. C. Proofs of Service. Proofs of service must be signed by the person who actually accomplished the service. Where forms of service involve more than one component, declarations must be signed by each person completing a component.

For example, substituted service of summons is often accomplished by one person doing the substituted service in the field while another completes the service by mailing the copies to the named defendant. In that case, declarations must be signed by each. D. Proposed filings. Proposed pleadings for which permission is requested from the court should be lodged with a notice of lodgment or submitted as an exhibit to an ex parte motion, motion, stipulation, etc. If permission is granted by the court, the original pleading must be separately filed with the civil business office.

If the documents are lodged with a notice of lodgment, the notice of lodgment (without the lodged documents) must be separately filed. E. Imaged Cases. Court filings in all newly -initiated civil cases will be imaged and stored in an electronic court file. The electronic court file is certified as the official record of the court, pursuant to Government Code

section 68150 and California Rules of Court, rule 2.504 . The electronic court file can be accessed via the court’s webpage at http://www.sdcourt.ca.gov or at one of the public kiosks in the civil business office in each division. Paper filings that are imaged and stored electronically will be physically stored by the court for 30 days after filing, after which time they will be destroyed, with the exception of those original documents the court is statutorily required to maintain, in which case the court will physically retain the original for the period of time required by law.

Parties submitting original documents the court is statutorily required to maintain shall place the words “EXEMPT FROM DESTRUCTION” in all caps immediately under the title of the pleading to which the original document is attached. Access to paper filings during the 30-day retention period will only be granted by order of the court upon a showing of good cause. Any original documents necessary for a motion hearing or trial shall be lodged in advance of the hearing pursuant to California Rules of Court, rule 3.1302(b). F. Pseudonymous Plaintiff/Petitioner.

A plaintiff/petitioner who wishes to proceed under a pseudonym or by using initials instead of their true name must first obtain a court order prior to filing the complaint/petition, unless filed under Civil Code

section 1708.85 or Code of Civil Procedure

section 367.3. The request to proceed by pseudonym/initials should be submitted to the supervising civil department, must comply with rules 2.550 –2.585 of the California Rules of Court and should include an appropriate proposed order. Plaintiff/Petitioner must also submit both redacted and unredacted versions of the complaint/petition. G. Submission of Evidence. In accordance with San Diego Local Rule 2.5.8, the court may permit parties to appear by telephone or video in civil cases. Refer to your Notice of Hearing and the court’

Document details

Collection	California Superior Local Rules
Citation	48c973c35b72978a8ce69014937ec7d389dd3e04
Type	court_rule
Language	en
Format	pdf
Source	CA_LOCAL
Identifier	48c973c35b72978a8ce69014937ec7d389dd3e04

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