Court Rules
Court-level rules

Monterey Superior Court

Court-Level Rules, Filing Procedures & Policies

Rules last changed:
Monterey Superior Court

Limits & Logistics

Document Limits

Brief
7,500 wds
Reply Brief
5,000 wds

Courtesy Copies

Appendix

Courtesy copies

  • Email
  • Mail

Trial Management Report, Trial Management Brief, Motion In Limine

Adjournments

  • The court may enter an order continuing the hearing and directing Program participation any time through the date of the motion hearing.
  • If the accounting cannot be filed at least 45 days before the hearing, the conservator should request a continuance using Local form CI-105.
  • A sale confirmation will be continued only in exceptional circumstances, and any continuance motion must be made in open court.
  • +10 more

Request must include

Reason For RequestAdversary Position
24Hoursnotice
  • Requests to shorten time should be based on hardship or emergency, must include a written good-cause declaration, and ordinarily require notice to opposing counsel within 24 hours unless good cause excuses notice.
Reason For RequestEmergency Nature
5Court Daysnotice
  • A continuance requires court authorization, must be requested using Local form CI-105 rather than by telephone or letter, and should be filed no later than five court days before the hearing.
2Court Daysnotice
  • The parties may stipulate to continue a law and motion matter for a reasonable time for good cause, but must notify the clerk’s office at least two court days before the hearing.
48Hoursnotice
  • The parties may stipulate once, with good cause, to a reasonable continuance; subsequent requests require the assigned judge's approval and all requests must be submitted at least 48 hours before the hearing with specified information.
Reason For RequestAdversary PositionProposed New Dates
5Calendar Daysnotice
  • Mediation may be rescheduled for a compelling reason only if the Family Court Services Office receives notice at least five calendar days before the appointment and no hearing date is continued.
  • Parties seeking to cancel mediation because the dispute settled or for mutual good cause must give the mediation service at least five calendar days' notice to avoid possible sanctions.

Communication

Email
courtadr@mandellgisnetcenter.org
Email
acosta-sosam@co.monterey.ca.us
Phone

Chambers

(831) 647-5800
Technical Issues
Phone
(831) 755-3900
Phone
(831) 647-5800 ext. 3040
Phone
(831) 647-5891
Scheduling
Filters:AllMandatoryImportantFormattingMemorandaTRO/InjunctionJuryExhibitsWord CountsLettersDiscovery

Page & Word Limits5 rules

Page Limits

Checked and corrected to match the court's document on Oct 4, 2026Mandatory

A memorandum may not exceed the page limits set by the California Rules of Court unless the court grants advance permission.

No memorandum may exceed the page limits set forth in the California Rules of Court, unless advance permission is granted by the court.

Memorandum

local-rules-court 7126 · Jul 2026 · p. 70
|Sec6.6 Complex Litigation, subd. A.2
Page Limits

Checked against the court's document on Oct 4, 2026Important

With court approval, the parties may stipulate to exceed the prescribed word count or modify the briefing schedule.

The parties may, subject to this court’s approval, stipulate to file briefs exceeding the word count noted in this rule 15.6 and/or to modify this briefing schedule.

local-rules-court 7126 · Jul 2026 · p. 166
|Sec15.6 — Administrative and Traditional Writ of Mandamus Briefing Schedules and Page Limits
Page Limits

Not confirmed. Read the court's wording below.Mandatory?

The opening and opposition memoranda shall not exceed 7,500 words.

Summary: Opening and opposition memoranda in writ proceedings are each limited to 7,500 words.

Opening Memorandum

7,500 words

Opposition Memorandum

7,500 words

local-rules-court 7126 · Jul 2026 · p. 166
|Sec15.6 — Administrative and Traditional Writ of Mandamus Briefing Schedules and Page Limits
Page Limits

Not confirmed. Read the court's wording below.Mandatory?

The reply memorandum shall not exceed 5,000 words.

Summary: A reply memorandum in a writ proceeding is limited to 5,000 words.

Reply Brief

5,000 words

local-rules-court 7126 · Jul 2026 · p. 166
|Sec15.6 — Administrative and Traditional Writ of Mandamus Briefing Schedules and Page Limits
Page Limits

Not confirmed. Read the court's wording below.Important?

This briefing complies with the rule, which limits briefing to [insert the appropriate number] words.

Summary: The word count for the compliance certification does not include the cover, tables, signature blocks, or the certification itself.

local-rules-court 7126 · Jul 2026 · p. 166
|Sec15.6 — Administrative and Traditional Writ of Mandamus Briefing Schedules and Page Limits

Document Format Requirements23 rules

FormattingCivil cases

Checked against the court's document on Oct 4, 2026Mandatory

All motions and briefs must conform to the California Rules of Court, including Rule 3.1113.

All motions and briefs shall conform to California Rules of Court, including rule 3.1113, and indicate on the caption page that this matter has been deemed Complex and is assigned for all purposes to a Complex Litigation Judge.

complex-litigation · p. 1
|SecIt is hereby ordered
Formatting

Checked and corrected to match the court's document on Oct 4, 2026Mandatory

Paper and electronic versions of the same document, transcript, or record must have consistent pagination.

When a document, transcript, or record is served in both paper format and electronic format, the pagination must be consistent for both versions.

local-rules-court 7126 · Jul 2026 · p. 8
|Sec1.7(D)(2) Format of E-Filed Materials
Formatting

Checked against the court's document on Oct 4, 2026Mandatory

Every electronically filed document must be a text-searchable PDF.

All documents filed electronically must be in electronic text-searchable portable document format (PDF).

Required Format

PDF

local-rules-court 7126 · Jul 2026 · p. 8
|Sec1.7(D)(1) Format of E-Filed Materials
Formatting

Checked against the court's document on Oct 4, 2026Mandatory

Orders must be submitted as separate documents and may not be included within a petition, application, or motion.

Orders must be separate documents. Orders may not be included in the body of a petition, application, or motion.

local-rules-court 7126 · Jul 2026 · p. 41
|Sec4.31 PROPOSED ORDERS—FORM AND CONTENT
Formatting

Checked against the court's document on Oct 4, 2026Mandatory

An order may not have a blank judicial signature page after its text; the signature-page footer must include the case name and case number.

Orders may not include a blank judicial signature page following the text on an order. Use footers on the signature page which would include the case name and case number.

local-rules-court 7126 · Jul 2026 · p. 41
|Sec4.31 PROPOSED ORDERS—FORM AND CONTENT
Formatting

Checked against the court's document on Oct 4, 2026Mandatory

Motions and briefs in complex litigation must conform to the California Rules of Court, including rule 3.1113.

All motions and briefs shall conform to California Rules of Court, including rule 3.1113, and indicate on the caption page that this matter has been deemed Complex and is assigned for all purposes to a Complex Litigation Judge.

local-rules-court 7126 · Jul 2026 · p. 70
|Sec6.6 Complex Litigation, subd. A.2
Formatting

Checked and corrected to match the court's document on Oct 4, 2026Mandatory

The Trial Management Report must use California legal format, include the full case caption, and be typed or computer printed on pleading paper.

The “Trial Management Report” and “Brief” shall provide the information requested below. The Report shall be prepared according to California legal format and shall contain the full case caption. The Report shall be typed or computer printed on pleading paper.

Formatting

Checked against the court's document on Oct 4, 2026Mandatory

One copy of the proposed instructions must be prepared on plain paper, kept separate from argument or authorities, and submitted without identifying who presented it.

One (1) copy shall be prepared on plain paper, separate from argument or authorities, and shall not indicate by whom the instructions are presented.

Required Format

Paper

Formatting

Checked against the court's document on Oct 4, 2026Mandatory

Verdict forms must be prepared on plain pleading paper without identifying who presented them.

The verdict forms shall be prepared on plain pleading paper and shall not indicate by whom the verdict forms are presented.

Required Format

Paper

Formatting

Checked against the court's document on Oct 4, 2026Mandatory

Proposed jury instructions must be fully edited, contain no blank lines or unused bracketed portions, and be submitted in duplicate.

All proposed instructions shall be fully edited without any blank lines or unused bracketed portions and submitted in duplicate.

Formatting

Checked and corrected to match the court's document on Oct 4, 2026Mandatory

All documents submitted for filing must conform to the form and format requirements in California Rules of Court, rule 2.100(b) et seq.

All documents submitted for filing must conform to the form/format requirements set forth in California Rules of Court, rule 2.100(b) et. seq.

local-rules-court 7126 · Jul 2026 · p. 159
|Sec14.12 POSTING OF A PROPERTY BOND IN A CRIMINAL CASE
Formatting

Checked and corrected to match the court's document on Oct 4, 2026Mandatory

Parties must lodge the administrative record electronically in the department where the matter will be heard as soon as practicable after certification and at least 30 days before the merits hearing.

Parties shall lodge any administrative record in electronic format only (e.g., a thumb drive or CD-ROM) in the department in which the matter will be heard, as soon as is practicable after the record has been certified but in no event less than 30 days before the hearing on the merits.

local-rules-court 7126 · Jul 2026 · p. 164
|Sec15.3 ADMINISTRATIVE WRITS — A. Administrative record.
Formatting

Checked against the court's document on Oct 4, 2026Mandatory

Each administrative-record section must be contained in a separate, searchable, electronically bookmarked PDF file.

(findings, EIR, initial study, staff reports, transcripts, the remainder of the record.) Each section shall be contained in individual, searchable, electronically bookmarked .PDF files.

Required Format

PDF

local-rules-court 7126 · Jul 2026 · p. 165
|SecChapter 15 — Superior Court Writs and Petitions for Review
Formatting

Checked against the court's document on Oct 4, 2026Mandatory

An order may not contain a signature line on a blank page.

Signature lines may not be inserted on a blank page.

local-rules-court 7126 · Jul 2026 · p. 172
|Sec17.8 ORDERS AND JUDGMENTS SUBMITTED AFTER HEARING
Formatting

Checked and corrected to match the court's document on Oct 4, 2026Important

Hyperlinks included in a filing must be active and should follow the standard citation format prescribed by California Rules of Court, rule 1.200.

3. If a party or attorney elects to include hyperlinks in a filing, the hyperlink shall be active and should be formatted to standard citation format as provided in California Rules of Court, rule 1.200.

local-rules-court 7126 · Jul 2026 · p. 10
|SecChapter 1: Court Access and Administration
Formatting

Checked against the court's document on Oct 4, 2026Important

The administrative record must be organized into discrete, logical sections.

The administrative record shall be divided into discrete, logical sections.

local-rules-court 7126 · Jul 2026 · p. 164
|Sec15.3 ADMINISTRATIVE WRITS — B. Organization and file names.
Formatting

Checked against the court's document on Oct 4, 2026Important

Each administrative-record PDF file must be named so that it identifies the record portion contained in that file.

Each file name shall reference the portion of the record contained therein, e.g., “Administrative Record Volume 1 (AR 1-195).pdf.”

Required Format

PDF

local-rules-court 7126 · Jul 2026 · p. 165
|SecChapter 15 — Superior Court Writs and Petitions for Review
Formatting

Not confirmed. Read the court's wording below.Mandatory?

Pagination. Document pages must be consecutively numbered using only the Arabic numbering system (such as 1, 2, 3), beginning with the number 1 on the first page of the document.

Summary: Electronically filed document pages must be consecutively numbered in Arabic numerals beginning with 1 on the first page.

local-rules-court 7126 · Jul 2026 · p. 8
|Sec1.7(D)(2) Format of E-Filed Materials
Formatting

Not confirmed. Read the court's wording below.Mandatory?

4. Exhibits. Electronic exhibits must include electronic bookmarks with links to the first page of each exhibit and with bookmark titles that identify the exhibit number or letter and briefly describe the exhibit. Electronic exhibits not so bookmarked are subject to rejection.

Summary: Electronic exhibits must contain properly linked and descriptively titled bookmarks for each exhibit and may be rejected if those bookmarks are absent.

Required Format

PDF

local-rules-court 7126 · Jul 2026 · p. 10
|SecChapter 1: Court Access and Administration, Exhibits
Formatting

Not confirmed. Read the court's wording below.Mandatory?

The joint appendix shall be divided into individual files not to exceed 200 pages.

Summary: The electronic joint appendix must be divided into files of no more than 200 pages each.

Formatting

Not confirmed. Read the court's wording below.Mandatory?

The judicial signature line shall be included following the text of an order.

Summary: An order's judicial signature line must appear after the order's text.

local-rules-court 7126 · Jul 2026 · p. 172
|Sec17.8 ORDERS AND JUDGMENTS SUBMITTED AFTER HEARING
Formatting

Not confirmed. Read the court's wording below.Mandatory?

Judicial signature page must include the case name, case number and title of the document in the footer.

Summary: The judicial signature page's footer must identify the case name, case number, and document title.

local-rules-court 7126 · Jul 2026 · p. 172
|Sec17.8 ORDERS AND JUDGMENTS SUBMITTED AFTER HEARING
Formatting

Not confirmed. Read the court's wording below.Important?

The administrative record pages in the Appendix shall either be in numerical order, or if not in numerical order, tabbed.

Summary: Pages in the courtesy appendix must be arranged numerically or, when not numerical, tabbed.

local-rules-court 7126 · Jul 2026 · p. 165
|SecD. Memorandum and Appendix

Document Filing Requirements236 rules

Filing RequirementsCivil cases

Checked against the court's document on Oct 4, 2026Mandatory

The caption page of every motion and brief must state that the matter has been deemed complex and assigned for all purposes to a Complex Litigation Judge.

All motions and briefs shall conform to California Rules of Court, including rule 3.1113, and indicate on the caption page that this matter has been deemed Complex and is assigned for all purposes to a Complex Litigation Judge.

Document Type

Motion Or Brief

Specific requirements detailed in rule text.
complex-litigation · p. 1
|SecIt is hereby ordered
Filing RequirementsCivil cases

Checked against the court's document on Oct 4, 2026Mandatory

The Case Management Conference Statement must be a detailed prose document, not the standardized Judicial Council form, and must address the listed case status, discovery, settlement, meet-and-confer, motion, trial-date, related-case, and court-ruling or scheduling topics.

The Case Management Statement must not be the standardized Judicial Council form. It must be in prose and detail. The Case Management Statement must include the following: a. Status of Pleadings; b. Status of Discovery; c. Status of Settlement or Mediation; d. Conclusions reached after meet and confer on all matters set forth in CRC Rule 3.750 and Rule 3.724(8); e. Anticipated motions; f. Realistic and timely trial date; if a trial date cannot presently be set, state the reasons and propose a realistic next case management conference date. g. Notice of any related case. Cases considered "related" are those that arise out of the same or similar fact situations, the same transaction, occurrence, or series of transactions or occurrences as the cause of action which the plaintiff alleges in this complaint. For example, in a class action wage and hour case, the Court must be informed if a named party is currently litigating a case involving other wage and hour allegations. h. Any other matters for which the parties may need Court rulings or scheduling.

Document Type

Case Management Conference Statement

Specific requirements detailed in rule text.
complex-litigation · p. 1
|SecIt is hereby ordered
Filing RequirementsCivil cases

Checked against the court's document on Oct 4, 2026Mandatory

For a pending discovery motion, parties using the Program must prepare a stipulation and order continuing the hearing and setting the new briefing schedule.

If the parties elect to use the Program with respect to a pending discovery motion, they shall prepare a stipulation and order continuing the scheduled hearing date on the motion and setting a briefing schedule dictated by the new Court hearing date.

Document Type

Stipulation And Order

Specific requirements detailed in rule text.
discovery-facilitator-program · p. 1
|SecPost-filing of Discovery Motions
Filing RequirementsCivil cases

Checked and corrected to match the court's document on Oct 4, 2026Mandatory

Before filing a motion, the parties must complete a standard form stipulation to use the Program.

Before a motion has been filed, parties shall complete a standard form stipulation to use the Program.

Document Type

Stipulation

Specific requirements detailed in rule text.
discovery-facilitator-program · p. 1
|SecPre-filing of Discovery Motions
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

An elisor application and proposed order must designate the Clerk of the Superior Court or the Clerk’s designee as the elisor.

When applying for the appointment of an elisor, the application and proposed order must designate “The Clerk of the Superior Court, County of Monterey or the Clerk’s Designee” as the elisor.

Document Type

Elisor Appointment Application And Proposed Order

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 7
|SecChapter 1: Court Access and Administration
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

The supporting declaration must state specific facts establishing that appointment of an elisor is necessary.

The declaration supporting the application must include specific facts establishing the necessity for the appointment of an elisor.

Document Type

Elisor Appointment Supporting Declaration

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 7
|SecChapter 1: Court Access and Administration
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

An elisor appointment application must be made by filing a Notice of Motion, Order to Show Cause, or Request for Order.

An application for appointment of an elisor shall be made by filing an appropriate pleading (Notice of Motion, Order to Show Cause or Request for Order).

Document Type

Elisor Appointment Application

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 7
|SecChapter 1: Court Access and Administration
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

The pleading for an elisor appointment must attach a sample copy of the documents the elisor will sign.

The pleading shall have as an attachment, a sample copy of the document(s) to be signed by the elisor.

Document Type

Elisor Appointment Pleading

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 7
|SecChapter 1: Court Access and Administration
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

The Proof of Service must state the date on which the document was originally served in open court.

In addition, the Proof of Service must reference the date the document was originally served in open court.

Document Type

Proof Of Service

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 10
|SecChapter 1: Court Access and Administration, E-File Version Follow Up to Hand-Served Documents
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

In contested juvenile dependency matters, parties must file trial briefs at least one week before the hearing or according to the court’s briefing schedule, unless the court gives prior approval for an exception.

In all contested juvenile dependency matters, parties must file trial briefs at least one (1) week prior to the hearing or per the briefing schedule set by the court. Any exceptions to this rule must be with prior approval of the court.

Document Type

Trial Brief

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 20
|Sec3.6 TRIAL BRIEF REQUIREMENT
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

An attorney making a first appearance in a dependency matter must submit a Certification of Competency within 10 days.

Any attorney appearing in a dependency matter for the first time shall complete and submit a Certification of Competency to the court within ten (10) days of the attorney’s first appearance in a dependency matter.

Document Type

Certification Of Competency

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 25
|Sec3.20 SCREENING FOR COMPETENCY
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

A person giving notice must state the interest or right to be protected, the relevant agency or judicial forum and address if known, and the nature of related proceedings.

B. The person giving notice shall set forth the nature of the interest or right that needs to be protected or pursued, the name and address, if known, of the administrative agency or judicial forum in which the right or interest may be affected, and the nature of the proceedings being contemplated or conducted there.

Document Type

Notice

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 31
|Sec3.25 PROCEDURES FOR INFORMING THE COURT OF THE INTERESTS OF A DEPENDENT CHILD
Filing Requirements

Checked and corrected to match the court's document on Oct 4, 2026Mandatory

The certifying person states that they meet the juvenile-court practice standards and have completed the listed minimum training, education, and/or experience requirements.

I hereby certify that I meet the minimum standards for practice before a juvenile court as set forth in California Rules of Court, rule 5.660, and Monterey County Superior Court Local Rules, and I have completed the minimum requirements for training, education and/or experience as set forth below.

Document Type

Certificate

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 33
|SecChapter 3: Juvenile Department — Appendix
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

Except for Judicial Council forms, separately filed pleadings and declarations must state the hearing date, time, and place in the caption, and petition captions must describe all relief sought.

With the exception of Judicial Council forms, all separately filed pleadings and declarations must include in the caption, the date, time, and place of hearing. The calendar department of the court is not required to read the body of the petition or the prayer to determine the adequacy of the pleading. The caption of petitions must be all-inclusive as to the relief sought in the petition so that the matter may be properly calendared and posted, and filing fees, if any, determined.

Document Type

Pleading Or Declaration

Content & Formatting
Caption
local-rules-court 7126 · Jul 2026 · p. 37
|Sec4.10 CAPTION OF PETITIONS AND PLEADINGS
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

A petitioner filing a petition or other paper requiring a hearing must submit a notice of hearing; if no hearing has been scheduled, the date may be left blank for the clerk to complete.

When filing a petition or other paper requiring a hearing, submit a notice of hearing. If a hearing has not been scheduled, the petitioner shall leave the space for the date blank. The clerk will fill in the next available date on the document, unless the date requested in the e-filing comment is available. Petitioner may request a particular date when submitting the documents.

Document Type

Hearing Notice

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 39
|Sec4.20 PROBATE CALENDAR AND SETTINGS
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

Probate orders must stand on their own and fully describe all matters decided, relief granted, affected persons, affected property, and affected monetary amounts.

All orders in probate matters must be complete in themselves. They shall set forth, with the same particularity required of judgments in civil matters, all matters actually passed on by the court, the relief granted, the names of any persons affected, the descriptions of any property affected and the amounts of any money affected.

Document Type

Probate Order

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 40
|Sec4.30 MATERIAL TO BE INCLUDED IN PROBATE ORDERS
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

A Judicial Council MC-350 petition to compromise a minor’s or incompetent’s claim must state jurisdictional facts, the payment amount and payer, requested cost or fee disbursement, and request deposit of remaining proceeds in a blocked account at a federally insured financial institution, with receipts filed.

A petition to compromise the claim of a minor or incompetent (Judicial Council form MC-350) will be heard in the civil department. The petition must set forth jurisdictional facts and state the amount to be paid, by whom, and what disbursement for costs and/or fees is requested. The petition must also request the deposit of the balance of the proceeds in a blocked account in a federally insured bank, credit union, or savings and loan association in the manner provided by law, with receipts filed.

Document Type

Petition To Compromise Claim

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 42
|Sec4.39 PROCEEDING TO COMPROMISE MINOR’S OR INCOMPETENT’S CLAIM
Filing Requirements

Checked and corrected to match the court's document on Oct 4, 2026Mandatory

A qualifying spousal or domestic property petition must state the marriage date, property-acquisition timing and funding source, legal title at death, and attach a signed transmutation document when post-December 31, 1984 transmutation is alleged.

A spousal or domestic property petition that seeks a determination of the community or quasi- community property character of property must contain the following information if the decedent’s last will does not leave all property to the surviving spouse or if the surviving spouse is not the sole intestate heir: A. The date of marriage; B. A description of whether the property that is the subject of the petition was acquired prior to or during marriage, and the source of the funds used to acquire the property; C. A statement concerning the legal title to the real property at the decedent’s date of death; and D. If the petition alleges the character of property was transmuted after December 31, 1984, a written, signed copy of the transmutation must be attached to the petition.

Document Type

Spousal Or Domestic Property Petition

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 42
|Sec4.38 SPOUSAL OR DOMESTIC PROPERTY PETITION
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

If no substitution of attorney has been filed, counsel seeking to withdraw as counsel of record in a probate proceeding must file and serve a motion to withdraw under California Rules of Court, rule 3.1362.

When a substitution of attorney is not filed, counsel wishing to withdraw from a probate proceeding as counsel of record must file and serve a motion to withdraw in accordance with California Rules of Court, rule 3.1362.

Document Type

Motion To Withdraw

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 42
|Sec4.36 WITHDRAWAL OF COUNSEL OF RECORD
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

An order approving compromise must direct payment of costs and fees and require remaining funds to be paid jointly to the proposed trustee and the financial institution.

B. Order. The order approving compromise (Judicial Council form MC-351) shall provide for the person or entity holding funds to make a check payable to the person or persons entitled to costs and fees and shall provide for the issuance of a check for the remaining funds made payable to the proposed trustee AND the bank, credit union, or savings and loan association.

Document Type

Order Approving Compromise

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 43
|Sec4.42 – COMPROMISES OF CLAIMS
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

The petitioner's attorney must ensure that funds are deposited according to the order and that receipts are filed.

C. Duty of Attorney. The attorney for the petitioner is responsible for assuring that the funds are deposited in accordance with the order and receipts filed.

Document Type

Receipt Of Deposit

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 43
|Sec4.42 – COMPROMISES OF CLAIMS
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

When a will beneficiary is a trust trustee, the petitioner must file a copy of the trust as a separate confidential document.

B. If the beneficiary of a will is a trustee for a trust, then petitioner must file a copy of the Trust as a separate confidential document.

Document Type

Trust

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 43
|Sec4.50 – ALLEGATIONS IN PETITIONS RE: BENEFICIARIES
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

The initial petition for appointment of a personal representative must list the name and date of death of each pre-deceased child when that issue is alleged.

C. If there is an allegation in the petition for probate that there is an issue of a pre-deceased child, then include the name of the pre-deceased child(ren) and the date of death when listing all heirs of the Decedent in the initial petition seeking appointment of a personal representative.

Document Type

Initial Petition For Personal Representative

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 43
|Sec4.50 – ALLEGATIONS IN PETITIONS RE: BENEFICIARIES
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

A separate order directing deposit of money into a blocked account must be submitted with the order approving compromise.

A separate order to deposit money into blocked account (Judicial Council form MC-355) shall be submitted contemporaneously with the order approving compromise.

Document Type

Order To Deposit Into Blocked Account

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 43
|Sec4.42 – COMPROMISES OF CLAIMS
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

Judicial Council form MC-356 must be signed by a manager or assistant manager and filed with a business card.

1. The receipt and acknowledgment for deposit into blocked account (Judicial Council form MC-356) shall be signed by a manager or assistant manager and filed with a business card.

Document Type

Receipt And Acknowledgment Of Deposit

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 43
|Sec4.42 – COMPROMISES OF CLAIMS
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

Every proposed personal representative must file Judicial Council form DE-147S.

The court requires all proposed personal representatives to file the Confidential Statement of Birth Date and Driver's License Number (Judicial Council form DE-147S) pursuant to Probate Code section 8404, subdivision (b).

Document Type

Confidential Statement Of Birth Date And Drivers License Number

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 44
|Sec4.52 – CONFIDENTIAL STATEMENT OF BIRTH DATE AND DRIVER’S LICENSE NUMBER
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

A named executor's declination to serve must be written, verified under penalty of perjury, and filed with the court.

A. Declination of Named Executor. It is insufficient to allege that the person named in the decedent's will as executor declines to serve. A written declination to serve, verified under penalty of perjury by such person, must be filed with the court. (Code of Civil Procedure section 2015.5.)

Document Type

Declination To Serve

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 44
|Sec4.51 – DECLINATIONS AND CONSENTS TO SERVE
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

All accounts filed in probate proceedings must comply with Probate Code sections 1060 through 1064.

A. All accounts filed in probate proceedings shall comply with Probate Code sections 1060 through 1064.

Document Type

Probate Account

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 44
|Sec4.60 – REQUIRED FORM OF ACCOUNTS
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

Each non-petitioning named executor must file a consent to act verified under penalty of perjury when a petition seeks letters for two or more executors.

B. Two or More Executors. If a petition for letters to be issued to two (2) or more executors is filed, and one (1) or more of the named executors is not a petitioner, each non-petitioning executor must file a consent to act, verified under penalty of perjury.

Document Type

Consent To Act

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 44
|Sec4.51 – DECLINATIONS AND CONSENTS TO SERVE
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

The petition must list all contingent beneficiaries.

E. Contingent Beneficiaries. All contingent beneficiaries must be listed in the petition and are entitled to receive notice of the hearing.

Document Type

Petition For Probate

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 44
|Sec4.50 – ALLEGATIONS IN PETITIONS RE: BENEFICIARIES
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

An account report or waived-accounting report may not merely allege that all claims were paid; the personal representative must provide the information required by California Rules of Court rule 7.403.

It is not sufficient in reports accompanying accounts or in reports where an accounting is waived, to allege merely that all claims have been paid. The personal representative shall provide the information required in California Rules of Court, rule 7.403.

Document Type

Account Report

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 45
|Sec4.61 ALLEGATION RE: CREDITOR CLAIMS
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

A nonfinal account with posted bond must include a separate paragraph stating the bond total, posting date, appraised personal-property value, estimated annual income, and any additional required bond.

In any account, other than a final account, where bond has been posted, there shall be included a separate paragraph setting forth the total bond(s) posted, the date posted, the appraised value of personal property on hand plus the estimated annual income from real and personal property and a statement of any additional bond required.

Document Type

Nonfinal Account

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 45
|SecCHAPTER 4: PROBATE DEPARTMENT
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

Known creditors contacted under Probate Code sections 9050 through 9054 must be listed regardless of whether they filed a claim against the estate.

Known creditors, contacted pursuant to Probate Code sections 9050 to 9054, inclusive, must be listed, whether or not such creditors filed a claim against the estate.

Document Type

Creditor Reporting

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 45
|Sec4.61 ALLEGATION RE: CREDITOR CLAIMS
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

When credit is taken for accrued interest paid on delayed funeral claims, the accompanying account report must make a specific allegation explaining the delay.

When accrued interest has been paid in connection with the delayed payment of claims for the reasonable cost of funeral expenses, a specific allegation must be made in the report accompanying the account in which credit for such payment has been taken. The allegation shall set forth reasons for any delay in making payment.

Document Type

Account Report

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 45
|Sec4.62 PAYMENT OF INTEREST ON FUNERAL AND INTERMENT CLAIMS
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

Before distribution is authorized, the petition must show compliance with Probate Code section 9202 notice requirements for the three listed agencies or show that such notice is unnecessary.

Before the court will authorize distribution, there must be a showing of compliance with Probate Code section 9202 with regard to notice to the Director of Health Care Services, the Director of the California Victim Compensation Board, and the Franchise Tax Board, or a showing that the notice thereunder is not required.

Document Type

Petition For Distribution

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 46
|Sec4.66 NOTICE TO PUBLIC ENTITIES
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

The petition for distribution must list and describe in detail each beneficiary's specific share of all distributable property.

The petition for distribution must also list and describe in detail each beneficiary's specific share of all property to be distributed.

Document Type

Petition For Distribution

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 46
|Sec4.63 PROPERTY TO BE DISTRIBUTED MUST BE LISTED
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

Every petition for distribution must state the name and present address of each affected person and whether the person is an adult or minor.

The names and present addresses of all persons who are affected by the petition, and whether they are adults or minors, must appear in any petition for distribution.

Document Type

Petition For Distribution

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 46
|Sec4.65 DESCRIPTION OF DISTRIBUTEES
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

A distribution petition must describe all independent acts, allege compliance with the 15-day notice requirement or explain why notice was unnecessary, and have the Notice of Proposed Action and affidavit of mailing on file, unless the acts and notices were previously reported.

In any petition for distribution, all independent acts taken without prior court approval shall be set forth and described, and an allegation made that the fifteen (15) day notice of proposed action was duly served and that no objections were received or that notice was not required. The "Notice of Proposed Action," with attached affidavit of mailing shall be on file with the court. If certain acts have been properly reported in a prior petition for distribution, and notices filed, they need not be reported again.

Document Type

Petition For Distribution

Specific requirements detailed in rule text.
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

A beneficiary must personally sign the property receipt, unless an attorney-in-fact signed under a pre-existing power of attorney and a copy of that power is provided.

A beneficiary shall personally sign a receipt for property received. The court will not accept a receipt signed by an attorney-in-fact, except where there is a pre-existing power of attorney and a copy of the power of attorney is provided.

Document Type

Beneficiary Receipt

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 47
|Sec4.69 RECEIPTS ON DISTRIBUTION
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

When an intestate decedent who survived the spouse leaves no issue, the distribution order must allege the applicability of Probate Code sections 6402 and 6402.5 and perform all possible necessary tracing.

C. If an intestate decedent who survived their spouse leaves no issue, the applicability of Probate Code sections 6402 and 6402.5 must be alleged and the necessary tracing must be carried out as far as is possible.

Document Type

Order For Distribution

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 47
|Sec4.68 ORDER FOR DISTRIBUTION
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

A distribution order must identify each beneficiary and describe that beneficiary's property in detail rather than merely incorporating the inventory or petition, subject to the attached-exhibit procedure in Local Rule 4.30.

A. The distribution of property by named beneficiary, with a detailed list describing the property to be distributed to each beneficiary. Description by reference to the inventory or petition is not acceptable. For distribution by reference to an attached exhibit, see Local Rule 4.30.

Document Type

Order For Distribution

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 47
|Sec4.68 ORDER FOR DISTRIBUTION
Filing Requirements

Checked against the court's document on Oct 4, 2026Mandatory

An order for distribution must state its full terms without requiring reference to the petition, will, or other documents.

An order for distribution shall be written so that the full extent of the order may be determined without reference to the petition on which it is based or to other documents, such as the will.

Document Type

Order For Distribution

Specific requirements detailed in rule text.
local-rules-court 7126 · Jul 2026 · p. 47
|Sec4.68 ORDER FOR DISTRIBUTION

Filing & Service rules

Electronic Filing Rules

All pleadings, motions, applications, briefs, and other papers must be electronically filed with the civil clerk's office in Monterey.

All pleadings, motions, applications, briefs and any and all other papers in this case shall be e-filed with the civil clerk’s office, located in the Monterey Courthouse.

Checked and corrected to match the court's document on Oct 4, 2026 · Civil cases

Page 1 | It is hereby ordered

Electronic filings must be submitted through the court's electronic service providers, whose information is available on the court website.

Electronic filing of documents shall occur through the court’s electronic service provider(s). Electronic service provider information is available on the court’s website at www.monterey.courts.ca.gov.

Checked and corrected to match the court's document on Oct 4, 2026

Page 7 | 1.7(A) Filing Service Provider

Electronic filing is mandatory in every case type except appellate department cases.

Electronic filing of documents in all case types is required, excepting appellate department cases.

Checked and corrected to match the court's document on Oct 4, 2026

Page 7 | 1.7 E-Filing of Documents

Documents served by hand, in court, or through another permissive method must subsequently be e-filed unless the court specifically orders otherwise.

Documents served by hand, in court, or otherwise permissively, must then be e-filed unless the court specifically provides otherwise.

Checked against the court's document on Oct 4, 2026

Page 10 | Chapter 1: Court Access and Administration, E-File Version Follow Up to Hand-Served Documents

In contested matters or when requested by the court, proposed orders must be prepared and submitted under California Rules of Court, rule 3.1312, and electronically filed in PDF through the court’s electronic filing system rather than emailed as editable word-processing files.

In all contested matters or upon request of the court, parties shall comply with California Rules of Court, rule 3.1312 in preparing and submission of orders. In lieu of electronically submitting editable word-processing versions of proposed orders to the court’s electronic service address, parties must electronically file the proposed order in PDF format using the court’s electronic filing system.

Checked against the court's document on Oct 4, 2026

Page 41 | 4.31 PROPOSED ORDERS—FORM AND CONTENT

When an amended pleading is submitted by stipulation, its proponent must electronically file the executed pleading separately from the stipulation and other documents.

B. If upon stipulation: The proponent of the amended pleading must e-file the executed proposed amended pleading along with the stipulation. These documents must not be attached to the stipulation or to any other document.

Checked against the court's document on Oct 4, 2026

Page 98 | Chapter 7, Law and Motion, 7.12 Executed Original of Amended Pleading

When a motion to amend is granted, the moving party must electronically file the original executed amended pleading.

A. If the motion to amend is granted, the original executed amended pleading shall be e-filed by the moving party.

Checked against the court's document on Oct 4, 2026

Page 98 | Chapter 7, Law and Motion, 7.12 Executed Original of Amended Pleading

Documentary evidence supporting or opposing a traditional writ must be lodged electronically in the hearing department as soon as practicable after certification and no later than 30 days before the merits hearing.

Parties shall lodge any documentary evidence presented in support of, or in opposition to, the writ, in electronic format only (e.g., a thumb drive or CD-ROM) in the department in which the matter will be heard, as soon as is practicable after the record has been certified but in no event less than 30 days before the hearing on the merits.

Checked against the court's document on Oct 4, 2026

Page 165 | 15.5 — Traditional Writ of Mandamus — A. Record on review

Cases subject to mandatory e-filing must be filed under Local Rule 1.7; other cases may be delivered to an authorized courthouse and will be filed in the appropriate jurisdiction.

Cases subject to mandatory e-filing shall be filed as provided in Local Rule 1.7. Otherwise, cases within the jurisdiction of the Superior Court of California, County of Monterey may be delivered to the Salinas, Marina, or Monterey courthouse, but will be filed only in the location of appropriate jurisdiction.

Checked against the court's document on Oct 4, 2026

Page 181 | 19.12 FILING OF CASES

An overbidder appearing remotely must submit the written offer at or before the hearing through the court’s e-filing system or by email and notify the court of the electronic submission at the hearing.

Any overbidder who appears remotely shall submit an offer in writing at or before the hearing through the court’s e-filing system or by email to: emergencyprobate@monterey.courts.ca.gov and shall notify the court at the hearing of the electronically-submitted overbid.

Checked against the court's document on Oct 4, 2026

Electronic filing is encouraged but not mandatory for documents with jurisdictional time limits.

Documents with jurisdictional time limits, including notices of appeal, motions for new trial, motions for JNOV, motions to quash service for personal jurisdiction, and petitions for writs taken from local court determination. Although not required, e-filing of these documents is encouraged.

Checked against the court's document on Oct 4, 2026

Page 8 | 1.7(B)(5) Exceptions to E-filing

The Notice of Sale must explain that written overbids may be submitted at or before the hearing through the court’s e-filing system or by email to emergencyprobate@monterey.courts.ca.gov.

The Notice of Sale shall also include information regarding the submission of overbids in writing at or before the hearing through the court’s e-filing system (see https://www.monterey.courts.ca.gov/efiling) or by email to: emergencyprobate@monterey.courts.ca.gov.

Checked against the court's document on Oct 4, 2026

All juvenile-department papers must be filed electronically under Local Rule 1.7.

All papers are to be filed electronically as set forth in Local rule 1.7.

Not confirmed. Read the court's wording below.

Page 20 | 3.5 FILING OF PAPERS

All papers in designated complex litigation cases must be filed electronically in compliance with Local Rule 1.7.

All pleadings, motions, applications, briefs and any and all other papers shall be e-filed consistent with Local Rule 1.7.

Not confirmed. Read the court's wording below.

Page 70 | 6.6 Complex Litigation, subd. A.1

The parties must jointly prepare and electronically lodge an appendix containing every cited administrative-record page.

Parties shall coordinate to prepare and lodge an electronic joint appendix containing each page of the records cited in the parties’ briefing.

Not confirmed. Read the court's wording below.

Page 165 | C. Joint Appendix

Challenges to judicial officers under Code of Civil Procedure section 170.1 et seq. are exempt from mandatory e-filing.

Challenges to judicial officers pursuant to Code of Civil Procedure section 170.1 et seq.

Not confirmed. Read the court's wording below.

Page 8 | 1.7(B)(7) Exceptions to E-filing

Original documents required for specified proceedings are exempt from mandatory e-filing.

Original documents required for a proceeding, including bench warrants, subpoenaed documents, affidavits regarding real property of small value, bonds, undertakings, financial documents submitted by a private professional conservator, letters (probate, guardianship, conservatorship), wills and codicils (for filing or safekeeping), and orders to deposit money and receipt of depository.

Not confirmed. Read the court's wording below.

Page 8 | 1.7(B)(6) Exceptions to E-filing

Documents and materials not feasibly convertible to electronic form are exempt from mandatory e-filing.

Documents and other materials that are not feasibly converted to electronic form by scanning, imaging, or other means.

Not confirmed. Read the court's wording below.

Page 8 | 1.7(B)(3) Exceptions to E-filing

A party may seek a court-ordered e-filing exemption by ex parte application for undue hardship, significant prejudice, or other good cause.

Documents ordered by the court as exempt from e-filing. A party may seek a court- ordered exemption by ex parte application for reason of undue hardship, significant prejudice, or other good cause.

Not confirmed. Read the court's wording below.

Page 8 | 1.7(B)(2) Exceptions to E-filing

Documents provisionally lodged under seal or lodged as confidential documents are exempt from mandatory e-filing.

Documents lodged with the court provisionally under seal pursuant to California Rules of Court, rule 2.551, or lodged with the court as confidential documents.

Not confirmed. Read the court's wording below.

Page 8 | 1.7(B)(4) Exceptions to E-filing

Electronic filing is encouraged but not mandatory for self-represented parties.

Documents presented for filing by a self-represented party. Although e-filing is not mandatory for self-represented parties, they are encouraged to e-file documents.

Not confirmed. Read the court's wording below.

Page 8 | 1.7(B)(1) Exceptions to E-filing

Filing Timing and Cure Windows

If the stipulation is not received at least seven court days before the hearing, the court will presume no agreement was reached and proceed with the hearing.

If the stipulation is not received seven (7) court days before the hearing, the Court will assume the parties were not able to reach an agreement and will proceed with the hearing.

Checked against the court's document on Oct 4, 2026 · Civil cases

Page 2 | Involuntary Program

An electronic filing is deemed filed only when the clerk accepts it, may be transmitted at any time, and remains subject to clerk rejection.

Documents transmitted electronically are deemed filed only after accepted for filing by the clerk. Documents may be electronically transmitted to the court at any time. Nothing in this section shall limit the clerk’s ability to reject filings.

Checked against the court's document on Oct 4, 2026

Page 8 | 1.7(C) Effective Date and Time of E-Filing

A document served by hand in open court must be e-filed before the close of business on the following court day.

Such e-filing must take place before the close of business on the court day following service by hand in open court.

Checked and corrected to match the court's document on Oct 4, 2026

Page 10 | Chapter 1: Court Access and Administration, E-File Version Follow Up to Hand-Served Documents

Welfare and Institutions Code section 601 petitions must be filed with the clerk’s office by 2:00 pm on the Wednesday before Friday’s hearings.

The deadline for filing Welfare and Institutions Code section 601 petitions with the clerk’s office shall be no later than 2:00 pm on the Wednesday prior to Friday’s hearings.

Checked and corrected to match the court's document on Oct 4, 2026

Page 19 | 3.1 FILING OF JUVENILE PETITIONS

Welfare and Institutions Code section 602 petitions must be filed with the clerk’s office by 2:00 pm on the day before the first detention or appearance hearing.

The deadline for filing Welfare and Institutions Code section 602 petitions with the clerk’s office shall be no later than 2:00 pm on the day prior to the first detention/appearance hearing.

Checked and corrected to match the court's document on Oct 4, 2026

Page 19 | 3.1 FILING OF JUVENILE PETITIONS

Welfare and Institutions Code section 300 petitions must be filed with the clerk’s office by 2:00 pm on the day before the first detention hearing.

The deadline for filing Welfare and Institutions Code section 300 petitions with the clerk’s office shall be no later than 2:00 pm on the day prior to the first detention hearing.

Checked and corrected to match the court's document on Oct 4, 2026

Page 19 | 3.1 FILING OF JUVENILE PETITIONS

Welfare and Institutions Code section 300 jurisdiction and disposition reports must be filed with the clerk’s office by 2:00 pm on the Thursday before the hearing.

The deadline for filing Welfare and Institutions Code section 300 jurisdiction and disposition reports with the clerk’s office shall be no later than 2:00 pm on the Thursday prior to the hearing.

Checked and corrected to match the court's document on Oct 4, 2026

Page 19 | 3.1 FILING OF JUVENILE PETITIONS

An application or memorandum setting a juvenile matter on calendar must be submitted at least two court days before the requested hearing, excluding weekends and holidays, unless the hearing judge approves an exception.

Any application or memorandum for setting a juvenile matter on calendar shall be submitted to the clerk’s office no later than two (2) court days (excluding weekends and holidays) before the requested hearing date. Any exceptions to this rule must be approved by the judge hearing the case.

Checked and corrected to match the court's document on Oct 4, 2026

Page 19 | 3.2 ADDING CASES TO JUVENILE CALENDAR

In every dependency matter, the moving party must notify the court and all parties at least three court days before the hearing if it will not proceed as a contested hearing.

In all dependency matters, the moving party must notify the court and all parties if the hearing is not going forward as a contested hearing three (3) court days prior to the hearing.

Checked and corrected to match the court's document on Oct 4, 2026

Page 20 | 3.7 NOTIFICATION OF CANCELLED CONTESTED HEARING

A previously certified attorney must submit a new Certificate of Competency by June 30 of the third year after initial certification and every three years thereafter.

In order to retain the attorney’s certification to practice before the juvenile court, each attorney who has been previously certified by the court shall submit a new Certificate of Competency to the court on or before June 30th of the third year after the year in which the attorney is first certified and then every third year thereafter.

Checked and corrected to match the court's document on Oct 4, 2026

Page 27 | Chapter 3: Juvenile Department, Rule 3.21(B)

An attorney notified of potential decertification has 20 days from the mailing of the notice to submit evidence of completion of the required training or education.

That attorney shall have twenty (20) days from the date of the mailing of the notice to submit evidence of the attorney’s completion of the required training or education.

Checked against the court's document on Oct 4, 2026

Page 28 | Chapter 3: Juvenile Department, Rule 3.21(D)

Required notices of administration must be filed with the court no later than the hearing on the petition for final distribution.

Notices of administration required by Probate Code section 9050 must be on file with the court prior to, or at the time of, the hearing on the petition for final distribution.

Checked and corrected to match the court's document on Oct 4, 2026

Page 45 | 4.61 ALLEGATION RE: CREDITOR CLAIMS

The court investigator’s report must be filed at least 15 calendar days before the hearing unless the court extends the deadline.

A. The court investigator’s report shall be filed with the court at least fifteen (15) calendar days in advance of the hearing, unless extended by the court.

Checked against the court's document on Oct 4, 2026

Page 52 | 4.93

Counsel must file a joint written Case Management Conference Statement at least fifteen court days before the conference.

In preparation for the case management conference, counsel for the parties shall file a joint written Case Management Conference Statement fifteen (15) court days before the case management conference.

Checked against the court's document on Oct 4, 2026

Page 70 | 6.6 Complex Litigation, subd. A.4

In Category One cases, the trial management filing is due on the Friday before trial.

Category One: Friday prior to trial.

Checked against the court's document on Oct 4, 2026

Page 73 | 6.11 TRIAL MANAGEMENT ORDERS AND REPORTS

In Category Two cases, the trial management filing is due four court days before trial and no later than 3:00 p.m.

Category Two: Four (4) court days prior to trial, no later than 3:00 p.m.

Checked against the court's document on Oct 4, 2026

Page 73 | 6.11 TRIAL MANAGEMENT ORDERS AND REPORTS

Each party must file a settlement conference statement no later than five court days before the conference.

Each party shall comply with California Rules of Court, rule 3.1380(c) and file a settlement conference statement no later than five court days before the conference.

Checked against the court's document on Oct 4, 2026

Page 83 | 6.13 SETTLEMENT CONFERENCES — D

For a Request for Orders with temporary orders attached, responsive declarations are due at least five court days before the hearing and reply declarations at least two court days before the hearing.

b. Request for Orders with temporary orders attached must be filed at least five (5) court days prior to the hearing for responsive declarations and at least two (2) court days prior to hearing for reply declarations.

Checked against the court's document on Oct 4, 2026

Page 108 | Chapter 10, Family Law Department, 10.1 Law and Motion, B.3(b) Responsive and Reply Documents

For a Request for Orders without temporary orders attached, responsive declarations are due at least nine court days before the hearing and reply documents at least five court days before the hearing.

a. Request for Orders without temporary orders attached must be filed at least nine (9) court days prior to the hearing for responsive declarations and at least five (5) court days prior to the hearing for reply documents.

Checked against the court's document on Oct 4, 2026

Page 108 | Chapter 10, Family Law Department, 10.1 Law and Motion, B.3(a) Responsive and Reply Documents

Review-hearing declarations must be both filed and served at least five court days before the review hearing.

Declarations for review hearings must be filed and served no less than five (5) court days prior to the date set for review hearing.

Checked and corrected to match the court's document on Oct 4, 2026

Page 109 | Chapter 10, Family Law Department

Settlement conference statements must be served and filed with the clerk no later than five court days before the settlement-conference hearing.

Settlement conference statements shall be served and filed with the clerk of the court no later than five (5) court days preceding the settlement conference hearing.

Checked and corrected to match the court's document on Oct 4, 2026

Page 110 | Chapter 10, Family Law Department, Section 10.2(C)(1)

When child support or temporary spousal or partner support is at issue, both moving and responding parties must file a Judicial Council calculator printout no later than five court days before the support hearing; permanent spousal or partner support is excluded, and the court may waive the requirement for good cause.

In addition, no later than five (5) court days prior to the hearing to determine support, a computer support printout from one of the guideline support calculators certified by the Judicial Council (available at: https://www.courts.ca.gov/48702.htm) must be filed by both moving and responding parties when child support or temporary spousal or partner support is at issue (but not permanent spousal or partner support). The court may waive the requirement of a computer support printout upon a showing of good cause.

Checked against the court's document on Oct 4, 2026

Page 112 | Chapter 10: Family Law Department – Financial Declarations and Guideline Support Calculations

A signed written request to rescind the entire parenting agreement must be sent to Family Court Services and the other party by 4:00 p.m. on the tenth calendar day after mediation.

A written request to rescind (cancel) the entire Parenting Agreement is submitted by sending the Family Court Services office and the other party a signed, written request to rescind the Parenting Agreement on or before 4:00pm on the date that is ten (10) calendar days after the date of the mediation.

Checked against the court's document on Oct 4, 2026

Page 119 | Chapter 10, Family Law Department, Mediation Agreement, General

The court may adopt the Parenting Coordinator’s recommendations as an order after fifteen (15) days unless either party files and serves a motion objecting to entry.

The Parenting Coordinator’s recommendations are subject to adoption by the court as an order after fifteen (15) days unless either party files and serves a motion objecting to entry of the order.

Checked and corrected to match the court's document on Oct 4, 2026

Page 138 | 11.4 Procedure for Implementing Recommendations

A party may object to adoption of a Parenting Coordinator recommendation as a court order by filing and serving an objection motion within 20 calendar days after service.

The Parenting Coordinator recommendations shall be subject to adoption by the court as an order unless either party files and serves a motion objecting to entry of the order within twenty (20) calendar days of service of the recommendations.

Checked against the court's document on Oct 4, 2026

Page 138 | Chapter 11

A party disagreeing with an At-Issue Memorandum must serve and file a Counter At-Issue Memorandum within ten days after service.

Any party not in agreement with any other representation made in an At-Issue Memorandum shall within ten (10) days after the service thereof, serve and file a “Counter At-Issue Memorandum” on their behalf.

Checked against the court's document on Oct 4, 2026

Page 151 | 12.3 COUNTER AT – ISSUE MEMORANDUM

Calendar submissions for out-of-custody felony defendants are due by 11:00 a.m. two court days before the requested hearing date.

For felony “out of custody” defendants, matters to be heard on the felony grist calendar must be submitted by 11:00 am, two (2) court days prior to the requested hearing date.

Checked and corrected to match the court's document on Oct 4, 2026

Page 155 | 14.3 DEADLINES PLACING MATTERS ON CALENDAR

Unless the presiding judge directs otherwise, new felony charges must be filed by 11:00 a.m. on the arraignment date.

New felony charges shall be filed no later than 11:00 am the day set for arraignment, unless otherwise directed by the presiding judge.

Checked and corrected to match the court's document on Oct 4, 2026

Page 155 | 14.1 FILING OF CRIMINAL COMPLAINTS

Calendar submissions for in-custody felony defendants are due by 11:00 a.m. on the day before the next available grist day.

For felony “in custody” defendants, matters to be heard on the felony grist calendar must be submitted by 11:00 am, the day prior to next available grist day.

Checked and corrected to match the court's document on Oct 4, 2026

Page 155 | 14.3 DEADLINES PLACING MATTERS ON CALENDAR

Absent good cause, a motion to set aside an indictment or information must be noticed within ten court days after arraignment.

Except for good cause shown, a Motion to Set Aside the Indictment or Information must be noticed within ten (10) court days of the date of arraignment.

Checked and corrected to match the court's document on Oct 4, 2026

Page 155 | 14.4 PENAL CODE SECTIONS 995 AND 1538.5 MOTIONS

Unless the presiding judge directs otherwise, new misdemeanor charges must be filed by 2:00 p.m. for the next day's arraignment calendar.

New misdemeanor charges shall be filed no later than 2:00 pm for the next day’s arraignment calendar, unless otherwise directed by the presiding judge.

Checked and corrected to match the court's document on Oct 4, 2026

Page 155 | 14.1 FILING OF CRIMINAL COMPLAINTS

A request to set a criminal matter on calendar generally must be submitted at least two court days before the requested hearing date unless an earlier deadline applies or the trial judge approves an exception.

A party seeking to set a criminal matter on calendar shall submit a memorandum or pleading to the clerk’s office no later than two (2) court days before the requested hearing date unless an earlier date is otherwise noted in these Local Rules. Exceptions to this rule must be approved by the judge hearing the case.

Checked and corrected to match the court's document on Oct 4, 2026

Page 155 | 14.3 DEADLINES PLACING MATTERS ON CALENDAR

Unless the trial judge waives the requirement, counsel must submit proposed jury questionnaires at least 15 court days before trial.

Unless waived by the trial judge, counsel shall submit proposed jury questionnaires to the court no less than fifteen (15) court days in advance of the trial date.

Checked against the court's document on Oct 4, 2026

Page 157 | 14.7 JURY TRIAL READINESS CALENDAR

The Program stipulation extends the 45-day deadline for filing a motion seeking additional discovery responses.

The form will, among other things, contain an extension of the forty- five (45) day limit to file a motion seeking further discovery responses.

Not confirmed. Read the court's wording below. · Civil cases

Page 1 | Pre-filing of Discovery Motions

Service and Proof of Service Rules

The parties must send the Center a copy of the stipulation and order simultaneously with submission to the court.

A copy of the stipulation and order will be sent by the parties to the Center at ===== PAGE 2 ===== the same time that it is submitted to the Court.

Checked and corrected to match the court's document on Oct 4, 2026 · Civil cases

Page 2 | Post-filing of Discovery Motions

The court must serve the order continuing the hearing and directing Program participation on both the parties and the Center.

A copy of the order continuing the hearing date and directing participation in the Program shall be served, by the Court, on the parties and the Center, which shall then treat that matter in the same fashion as it treats voluntary participation.

Checked and corrected to match the court's document on Oct 4, 2026 · Civil cases

Page 2 | Involuntary Program

The Facilitator must serve the parties with any communication sent to the court.

Any communication sent by the Facilitator to the court will also be served by the Facilitator on the parties.

Checked and corrected to match the court's document on Oct 4, 2026 · Civil cases

CASA must provide copies of the advocate's report to all parties or their counsel at least two court days before the scheduled hearing.

Copies of the report are to be provided by CASA to all parties or their counsel at least two (2) court days before the scheduled hearing.

Checked and corrected to match the court's document on Oct 4, 2026

Page 22 | 3.11(B) CASA REPORTS

At least 10 days before the competency hearing, the clerk must mail the represented party and attorney notice of the hearing, the potential relief of counsel, and the consequences of nonappearance.

The clerk of the court must notify the represented party by first- class mail to the party's last known address and the attorney at least ten (10) days before the hearing date of the following: 1) a hearing date, time, and location; 2) that at that hearing the court will consider the issue of whether to relieve counsel for failing to complete the requisite training and to provide a Certification of Competency; and 3) that failure to appear for the hearing will be deemed a waiver of any objection and acquiescence to the relief of appointed counsel.

Checked against the court's document on Oct 4, 2026

Page 25 | 3.20 SCREENING FOR COMPETENCY

When the person filing the notice is not the child's attorney, a copy must be served on the child's attorney; if the child is unrepresented, the notice must state that fact.

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

Checked and corrected to match the court's document on Oct 4, 2026

Page 32 | 3.25 PROCEDURES FOR INFORMING THE COURT OF THE INTERESTS OF A DEPENDENT CHILD

A motion to withdraw involving a surety bond must include proof of service of the notice required by Probate Code section 1213.

Motions for withdrawal where a bond has been filed by a surety must be accompanied by proof of service of the notice required by Probate Code section 1213.

Checked against the court's document on Oct 4, 2026

Page 42 | 4.36 WITHDRAWAL OF COUNSEL OF RECORD

In either specified circumstance, individual trust beneficiaries must receive notice of the hearing under Probate Code section 1208.

If the trustee is also the estate representative or no trustee has been appointed, the individual trust beneficiaries must also be set forth and served with notice of hearing as set forth in Probate Code section 1208.

Checked and corrected to match the court's document on Oct 4, 2026

Page 43 | 4.50 – ALLEGATIONS IN PETITIONS RE: BENEFICIARIES

All contingent beneficiaries are entitled to notice of the hearing.

E. Contingent Beneficiaries. All contingent beneficiaries must be listed in the petition and are entitled to receive notice of the hearing.

Checked and corrected to match the court's document on Oct 4, 2026

Page 44 | 4.50 – ALLEGATIONS IN PETITIONS RE: BENEFICIARIES

A copy of every document filed in a conservatorship proceeding must be served on the court investigator.

A copy of all documents filed in a conservatorship proceeding must be served on the court investigator.

Checked and corrected to match the court's document on Oct 4, 2026

Page 48 | 4.81 NOTICE TO COURT INVESTIGATOR

Notice must be given to the LPS conservator in the same manner as notice to second-degree relatives.

B. Notice. Notice shall be given to the LPS conservator in the same manner as that given to relatives in the second degree.

Checked and corrected to match the court's document on Oct 4, 2026

Page 52 | 4.92

For the sale of specifically devised real or personal property, the beneficiary must receive 15 days' notice of the hearing time and place unless the beneficiary's consent to the sale is filed with the court.

On a sale of specifically devised real or personal property, fifteen (15) days’ notice of time and place of hearing of the return of sale must be given to the beneficiary, unless their consent to such sale is filed with the court.

Checked and corrected to match the court's document on Oct 4, 2026

Page 62 | 4.137 SALE OF SPECIFICALLY DEVISED PROPERTY

Plaintiff must serve all parties with notice of the initial case management conference no later than 45 days before the conference.

Plaintiff shall serve all parties with notice of the initial case management conference no later than 45 days before the conference. (California Rule of Court, rule 3.722(b).)

Checked against the court's document on Oct 4, 2026

Page 72 | 6.8 FROM CASE FILING TO CASE MANAGEMENT CONFERENCE

A party offering an electronic sound or sound-and-video recording must comply with California Rules of Court rule 2.1040 and, unless that rule provides otherwise, provide the opposing party with the recording and any required transcript before the hearing.

Any party wishing to offer into evidence an electronic sound or sound-and-video recording must comply with California Rules of Court, rule 2.1040. Except as provided in Rule 2.1040, the party offering the recording into evidence must provide the opposing party with a copy of the recording and any required transcript prior to the hearing.

Checked and corrected to match the court's document on Oct 4, 2026

Page 88 | H. EXHIBITS

Review-hearing declarations must be served at least five court days before the review hearing.

Declarations for review hearings must be filed and served no less than five (5) court days prior to the date set for review hearing.

Checked and corrected to match the court's document on Oct 4, 2026

Page 109 | Chapter 10, Family Law Department

Written evaluator reports and recommendations must comply with Family Code section 3111 and California Rule of Court 5.220 and be served consistently with those provisions.

All written reports and recommendations of the court-appointed evaluator shall be conducted in accordance with and served upon the parties or attorneys consistent with the provisions of Family Code section 3111 and California Rules of Court, rule 5.220.

Checked and corrected to match the court's document on Oct 4, 2026

Page 125 | Chapter 10: Family Law Department

A written evaluator report must be distributed to the court, all counsel, and unrepresented parties at least ten calendar days before the hearing.

The report shall be in writing and shall be distributed to the court, all counsel, and to the parties if they are unrepresented ten (10) calendar days prior to hearing.

Checked and corrected to match the court's document on Oct 4, 2026

Page 125 | Chapter 10: Family Law Department

A party disagreeing with an At-Issue Memorandum must serve a Counter At-Issue Memorandum within ten days after service.

Any party not in agreement with any other representation made in an At-Issue Memorandum shall within ten (10) days after the service thereof, serve and file a “Counter At-Issue Memorandum” on their behalf.

Checked against the court's document on Oct 4, 2026

Page 151 | 12.3 COUNTER AT – ISSUE MEMORANDUM

Proof of service on opposing parties must accompany the written notice for an evidence-presenting misdemeanor pretrial motion.

All misdemeanor pre-trial motions requiring the presentation of evidence shall be noticed in writing with proof of service of opposing parties and filed no later than ten (10) court days prior to the date of hearing, unless, for good cause shown, and upon order of court, time is shortened for the filing of said pre-trial motion.

Checked and corrected to match the court's document on Oct 4, 2026

Page 158 | 14.8 EVIDENTIARY PRE-TRIAL MOTIONS

The motion for a real property equity bond must be supported by proof of service to the Office of the District Attorney and Monterey County Counsel.

To set the matter for hearing, a noticed motion for real property equity bond with proof of service to the Office of the District Attorney and Monterey County Counsel must be filed with the clerk’s office at least five (5) days prior to the date set for the hearing.

Checked and corrected to match the court's document on Oct 4, 2026

Page 159 | 14.12 POSTING OF A PROPERTY BOND IN A CRIMINAL CASE

The petitioner must personally notify the respondent and provide notice to the Public Defender’s Office.

Petitioner must give notice to Respondent personally and to the Public Defender’s Office.

Checked and corrected to match the court's document on Oct 4, 2026

Page 168 | 16.4 LPS COMMITMENT

In child support cases, all declarations and supporting evidence must be filed and served on all opposing parties under California Rules of Court rule 5.92 and following.

For child support cases, all declarations and any supporting evidence must be filed and served on all opposing parties in compliance with California Rules of Court, rule 5.92 et seq.

Checked against the court's document on Oct 4, 2026

A notice assigning the case for all purposes and setting case management must be filed and transmitted to the initiating party.

A Notice of All Purpose Case Assignment and Setting of Case Management Conference will be filed and transmitted to the initiating party.

Checked and corrected to match the court's document on Oct 4, 2026

Page 69 | 6.1 Organization and Distribution of Business

Within 20 days after receiving the Notice of Referral to Mediation, the parties must confer with the assigned mediator about conflicts and deliver a complete copy of their case management statements.

Within twenty (20) days of receiving the Notice of Referral to Mediation, the parties shall confer with the assigned mediator to determine whether conflicts of interest exist. They shall also deliver a complete copy of their case management statements to the mediator.

Checked against the court's document on Oct 4, 2026

Page 74 | 6.12 COURT-DIRECTED MEDIATION PROGRAM RULES

Each party must provide the mediator and serve a written mediation statement on all other parties at least five calendar days before the first mediation session.

No later than five (5) calendar days before the first mediation session, each party shall submit directly to the mediator, and shall serve on all other parties, a written mediation statement.

Checked and corrected to match the court's document on Oct 4, 2026

Page 75 | Chapter 6: Civil Department, D. Written Mediation Statements, 1. Time for Submission

Parenting Coordinator recommendations must be served on the Court, parties, and counsel by mail, fax, or personal delivery; a requested written explanation must be provided within 10 calendar days, and an objection must be filed and served within 20 calendar days of service.

Recommendation on these matters shall be served on the Court, parties and counsel by mail, fax or personal delivery. Either party shall have the right to request a written explanation from the Parenting Coordinator of any recommendation, which shall be provided within ten (10) calendar days to parties, counsel and the court. The Parenting Coordinator recommendations shall be subject to adoption by the Court as an order unless either party files and serves a motion objecting to entry of the order within twenty (20) calendar days of service of the recommendations.

Checked and corrected to match the court's document on Oct 4, 2026

Page 145 | E. PROCEDURE

A party presenting electronic sound or sound-and-video recordings must provide playback equipment and give the opposing party a copy and any required transcript at least five court days before the hearing, subject to a good-cause exception.

The person wishing to present any electronic sound or sound-and video recordings must provide the equipment necessary to listen to and/or view the recordings and provide the opposing party with a copy of the recording and any required transcript at least 5 court days prior to the hearing, unless for good cause the judicial officer makes an exception.

Checked against the court's document on Oct 4, 2026

When a person entitled to notice cannot be located for service, parties may use optional Local form CI-129 to document their current efforts to locate that person.

If a person entitled to notice cannot be located for service, parties may use optional Local form CI- 129, Declaration of Due Diligence, to show their current efforts to locate the person.

Checked and corrected to match the court's document on Oct 4, 2026

Page 41 | 4.35 DECLARATION OF DUE DILIGENCE – DISPENSING WITH NOTICE

If pre-filing facilitation does not resolve the dispute, the Facilitator must serve each party with a Notice of Termination of Facilitation.

The Facilitator will serve each party with a Notice of Termination of Facilitation.

Not confirmed. Read the court's wording below. · Civil cases

Page 1 | Pre-filing of Discovery Motions

If post-filing facilitation does not resolve the dispute, the Facilitator must file and serve a Notice of Termination of Facilitation.

If no resolution is reached the Facilitator will file and serve a Notice of Termination of Facilitation.

Not confirmed. Read the court's wording below. · Civil cases

Page 2 | Post-filing of Discovery Motions

Certain civil filings must be published in a newspaper on the court’s list of Adjudicated Newspapers of General Circulation.

Certain filings require publication in the newspaper. Please see the link below for a list of "Adjudicated Newspapers of General Circulation". This is a list of the local newspapers that will satisfy the publication requirement.

Not confirmed. Read the court's wording below. · Civil cases

Page 1 | Publishing in the Newspaper

An electronic filer must serve the court investigator using one of the electronic service addresses posted on the court's probate website.

For those persons filing electronically, service on the court investigators shall be completed using one of the electronic service addresses found on the probate home page of the court’s website at www.monterey.courts.ca.gov/probate.

Not confirmed. Read the court's wording below.

Page 48 | 4.81 NOTICE TO COURT INVESTIGATOR

Notice of the final-accounting petition hearing must be given to the personal representative, if any, of a deceased conservatee.

C. Notice of the hearing on the petition must be given to the personal representative, if any, of a deceased conservatee.

Not confirmed. Read the court's wording below.

Page 54 | 4.102 FINAL ACCOUNTS

The order waiving an accounting must be served on the court investigator at least 30 days before the court-review hearing.

The order waiving an accounting must be served on the court investigator at least thirty (30) days prior to the hearing on the court review.

Not confirmed. Read the court's wording below.

Page 55 | 4.103 Waiver of Account for Small Estates

Filing Fees and Waivers

Unless a fee-waiver order exists, the court-investigator fee is due when petitions for probate-conservator appointment, temporary-conservator appointment, or account approval are filed, except an account following the conservatee's death; hardship deferral requires a request and supporting facts in the petition.

Unless a fee waiver order is on file, the court investigator fee must be paid at the time the petition is filed in the following instances: appointment of probate conservator, appointment of temporary conservator, and approval of an account (unless following the death of the conservatee). If the conservator believes the fees should be deferred due to hardship, the subject petition shall include a request for deferral and shall set forth facts to establish a hardship.

Checked against the court's document on Oct 4, 2026

Page 56 | 4.111 Court Investigator Fees

The court will not approve a conservator's final account until court investigator fees are paid or waived.

C. The order approving final account of conservator will not be granted until the court investigator fees are either paid or waived by the court.

Checked against the court's document on Oct 4, 2026

Page 57 | CHAPTER 4 — PROBATE DEPARTMENT

At filing, a party must submit the required fee or a request to waive court fees for a notice of appeal or petition for extraordinary relief.

At the time of filing a notice of appeal or a petition for extraordinary relief, a party must file the required fee or a request to waive court fees.

Checked against the court's document on Oct 4, 2026

Page 103 | E. Fee waivers in civil cases.

A notice of appeal or writ petition in a limited civil case with less than $10,000 in controversy requires a $205 filing fee.

The fee for filing a notice of appeal or a writ petition in a limited civil case is two hundred five dollars ($205) where the amount in controversy is less than ten thousand dollars ($10,000).

Checked against the court's document on Oct 4, 2026

Page 103 | D. Filing fee in civil cases.

A notice of appeal or writ petition in a limited civil case with more than $10,000 in controversy requires a $330 filing fee.

The fee for filing a notice of appeal or a writ petition in a limited civil case is three hundred thirty dollars ($330) if the amount in controversy is more than ten thousand dollars ($10,000)

Checked against the court's document on Oct 4, 2026

Page 103 | D. Filing fee in civil cases.

A new fee-waiver application is unnecessary for a notice of appeal only when a prior trial-court waiver remains effective and covered all appellate fees; otherwise, form FW-001 is required.

When filing a notice of appeal, a party is not required to submit a new application for waiver of court fees if the trial court previously issued a waiver, and the waiver remains in effect, that included all appellate fees. Otherwise, a party must submit a request for a fee waiver on the Request to Waive Court Fees (form FW-001).

Checked against the court's document on Oct 4, 2026

Page 103 | E. Fee waivers in civil cases.

A party seeking a fee waiver in a writ proceeding must submit form FW-001.

To request a fee waiver in a writ proceeding, a party must submit a Request to Waive Court Fees (form FW-001).

Checked against the court's document on Oct 4, 2026

Page 103 | E. Fee waivers in civil cases.

Electronic filing providers may charge reasonable service-provider fees, but parties covered by a court fee waiver are exempt from electronic-filing fees and costs.

Electronic filing service providers may charge reasonable fees in addition to any filing fees required by the court. A party who has received a fee waiver from the court, or who has otherwise obtained an order of the court waiving such fees, is exempt from the fees and costs associated with electronic filing.

Checked against the court's document on Oct 4, 2026

Page 10 | Chapter 1: Court Access and Administration, Fees and Fee Waiver

No filing fee is required for an appellate writ petition in a criminal case, despite its civil characterization for some purposes.

No fee is required in a criminal case for filing a writ petition in the appellate division, although such a proceeding is civil in nature for some purposes.

Checked against the court's document on Oct 4, 2026

Page 103 | C. Filing fee in criminal cases.

No filing fee is required for a criminal notice of appeal.

No filing fees are required for filing a notice of appeal in a criminal case.

Checked against the court's document on Oct 4, 2026

Page 103 | C. Filing fee in criminal cases.

The Family Court Services Mediation Program has no direct cost to either party.

There is no direct cost to either party for the use of the Family Court Services’ Mediation Program.

Checked against the court's document on Oct 4, 2026

Page 114 | 10.6(D) Cost of Mediation

The statutory continuance fee must be submitted with every continuance request.

The fee stated in Government Code section 70617 shall be submitted with the request.

Not confirmed. Read the court's wording below.

Page 40 | 4.23 CONTINUANCES

A court investigator fee is due within 10 days after the investigation is ordered unless waived, and a hardship deferral request must be included in the petition with supporting facts.

C. The court investigator fee must be paid within 10 days after the court orders the court investigation, unless the Court approves a fee waiver. (See California Rules of Court, rule 7.5) If the petitioner believes the fees should be deferred due to hardship, the petition shall include a request for deferral of the fee and shall set forth facts to establish a hardship.

Not confirmed. Read the court's wording below.

Page 57 | 4.120 — APPOINTMENT OF GENERAL GUARDIANS

Deferred court investigator fees become due upon termination of a conservatorship unless hardship or lack of estate assets supports a waiver.

B. Upon termination of the conservatorship, any court investigator fees previously deferred are nonetheless due and payable, except under either of the following conditions:

Not confirmed. Read the court's wording below.

Page 57 | CHAPTER 4 — PROBATE DEPARTMENT

An acknowledgement fee is assessed when an elisor is appointed.

An acknowledgement fee (see Statewide Civil Fee and Local Fee Schedule on the court’s website) will be assessed at the time of the appointment.

Not confirmed. Read the court's wording below.

Page 7 | Chapter 1: Court Access and Administration

Courtesy Copy Requirements

A party citing particular administrative-record pages must submit one courtesy hard-copy appendix containing those pages, with the relied-upon portions highlighted.

(2) each party that cites to specific pages of the administrative record shall submit to the court a courtesy hard copy Appendix of the Administrative Record pages cited, with the portions on which the party relies, highlighted.

Checked and corrected to match the court's document on Oct 4, 2026

Page 165 | D. Memorandum and Appendix

A courtesy copy must be mailed through the judge's clerk, or emailed through the judge's clerk if the department directs email delivery.

A courtesy copy shall be mailed [or emailed if directed by the department] via the judge’s clerk.

Checked and corrected to match the court's document on Oct 4, 2026 · Civil cases

Page 1 | It is hereby ordered

Courtesy chambers copies of all trial management reports, briefs, and motions in limine must be submitted on the same day the document is e-filed.

Courtesy chambers copies of all trial management reports, briefs and motions in limine shall be submitted on the same day that the document is e-filed.

Checked against the court's document on Oct 4, 2026

Page 73 | 6.11 TRIAL MANAGEMENT ORDERS AND REPORTS

One courtesy hard copy of complex-case papers must be mailed to the assigned judicial officer's department, or emailed if the department so directs.

A courtesy hard copy shall be mailed (or emailed if directed by the department) to the assigned judicial officer’s department.

Not confirmed. Read the court's wording below.

Page 70 | 6.6 Complex Litigation, subd. A.1

A judge may require a printed or electronically delivered courtesy copy at any time.

A judge may order a courtesy copy at any time, either printed or through electronic delivery.

Not confirmed. Read the court's wording below.

Page 10 | Chapter 1: Court Access and Administration, Courtesy Copy

Sealing & Redaction Procedures

Filed forms FL-326 and FL-328 and related qualification documents are confidential and available only to the court, parties, their attorneys, and persons specifically authorized by written order after notice to all parties.

Filed forms FL-326, and FL-328, as well as all correlating qualifying documents submitted by professional child custody evaluators shall be confidential and unavailable to any person except the court, the parties, their attorneys and any person to whom the court expressly grants access by written order made with prior notice to all parties.

Checked and corrected to match the court's document on Oct 4, 2026

Page 124 | B. Qualifications of Child Custody Evaluator

Documents required by law to remain confidential must be filed separately, and the filing party is responsible for identifying and securing them regardless of whether filing is electronic or otherwise.

Confidential documents must be filed separately from other documents in the case. Whether filed electronically or otherwise, it is the responsibility of the filing party to identify any documents that are required to be kept confidential by law, and to secure such documents when filed with the court.

Checked and corrected to match the court's document on Oct 4, 2026

Page 129 | B. Confidential Documents

Documents that are not legally confidential may not be filed as confidential, and the court may accept, reject, or reclassify documents mislabeled as confidential.

Documents that are mislabeled as confidential and are not confidential by statute, rule of court, or other authority shall not be filed as confidential. The court retains the discretion to accept, reject, or reclassify submitted documents that have been mislabeled as confidential.

Checked and corrected to match the court's document on Oct 4, 2026

Page 129 | B. Confidential Documents

The confidential-document filing rule applies to documents required by law to be closed to inspection, but excludes records sealed or proposed to be sealed by court order under California Rules of Court 2.550-2.551.

This rule pertains to any documents that are attached to a pleading and filed with the court as confidential as required by law. This rule does not apply to records sealed or proposed to be sealed by court order pursuant to California Rules of Court, rule 2.550-2.551.

Not confirmed. Read the court's wording below.

Page 129 | B. Confidential Documents

Filing Bundling Requirements

The joint-appendix rule applies when the administrative record exceeds 2,000 pages.

This rule applies in any matter in which the Administrative Records exceeds 2,000 pages.

Not confirmed. Read the court's wording below.

Page 165 | C. Joint Appendix

Parties should not attach copies of previously filed pleadings or declarations as exhibits to later documents and may reference them instead.

Copies of previously filed pleadings or declarations should not be attached as exhibits to subsequent documents. Reference to the previous documents is sufficient.

Not confirmed. Read the court's wording below.

Page 129 | Chapter 10: Family Law Department

Pre-Motion Conference Requirements

A scheduled pretrial conference date may not be changed without approval from the assigned judge.

Once a case is set on the pre-trial conference calendar, it may not be changed without the approval of the judge before whom it is assigned.

Checked and corrected to match the court's document on Oct 4, 2026

Page 156 | 14.6 PRE-TRIAL CONFERENCE CALENDAR, subsection B

An attorney must prepare for, attend, and participate in the pretrial conference unless good cause excuses an omission, which may otherwise result in contempt.

Any failure of an attorney to prepare for, appear at, or participate in, a pre-trial conference, unless good cause is shown for any such omission, is an unlawful interference with the proceedings of the court and may be punished as contempt.

Checked and corrected to match the court's document on Oct 4, 2026

Page 156 | 14.6 PRE-TRIAL CONFERENCE CALENDAR, subsection C

A pretrial conference is mandatory in every criminal case in which the defendant has demanded a jury trial.

In order to reasonably predict the business of the court, anticipate assignments of judges, and to eliminate unnecessary inconvenience to parties, witnesses, and trial jurors, a pre-trial conference shall be held in every criminal case in which a trial by jury has been demanded.

Checked and corrected to match the court's document on Oct 4, 2026

Page 156 | 14.6 PRE-TRIAL CONFERENCE CALENDAR

In Department 11 misdemeanor cases, the judge must set the pretrial conference date at arraignment and entry of plea.

The judge in Department 11 shall, at the time of arraignment and entry of plea in misdemeanor cases, set the date for the pre-trial conference.

Checked and corrected to match the court's document on Oct 4, 2026

Page 156 | 14.6 PRE-TRIAL CONFERENCE CALENDAR, subsection A

In non-arrangement felony departments, the judge must set the pretrial conference date at arraignment and entry of plea.

The judge in each felony department, except the felony arraignment department, shall, at the time of arraignment and entry of plea, set the date for the pre-trial conference.

Checked and corrected to match the court's document on Oct 4, 2026

Page 156 | 14.6 PRE-TRIAL CONFERENCE CALENDAR, subsection A

Absent a contrary court order, opening, opposition, and reply memoranda must be filed at least 45, 25, and 15 calendar days before the hearing, respectively.

Unless otherwise ordered by the court, points and authorities prepared for a hearing on the merits of a writ petition shall be filed in accordance with the following schedule and page limits: The opening memorandum of points and authorities shall be filed at least 45 calendar days prior to the hearing date; the opposition memorandum shall be filed at least 25 calendar days prior to the hearing date; and the reply memorandum shall be filed at least 15 calendar days prior to the hearing.

Checked against the court's document on Oct 4, 2026

Page 166 | 15.6 — Administrative and Traditional Writ of Mandamus Briefing Schedules and Page Limits

All other pretrial and discovery motions must be resolved before a case reaches the jury trial readiness calendar.

All other pretrial and discovery motions must be heard prior to the jury trial readiness calendar (California Rules of Court, rule 4.112(b)).

Not confirmed. Read the court's wording below.

Page 156 | 14.5 OTHER PRETRIAL AND DISCOVERY MOTIONS

Adjournment & Extension Requirements

Parties are excused from the initial case management conference only upon receiving a signed order granting the request; otherwise, they must attend.

Receipt of a signed copy of the request to vacate or continue initial case management conference and order granting the request is necessary for parties to be excused from the case management conference; if parties do not receive a signed copy of the order granting the request, they must attend the initial case management conference.

Checked against the court's document on Oct 4, 2026

Page 72 | 6.8 FROM CASE FILING TO CASE MANAGEMENT CONFERENCE

All requests to continue a trial date, whether contested or uncontested, must comply with California Rules of Court rule 3.1332 and will be allowed only for good cause.

All requests for continuances of trial dates, whether contested or uncontested, must comply with California Rules of Court, rule 3.1332 and shall only be allowed for good cause.

Checked against the court's document on Oct 4, 2026

Page 73 | 6.10 REQUEST FOR TRIAL CONTINUANCE

The parties may stipulate to continue a law and motion matter for a reasonable time for good cause, but must notify the clerk’s office at least two court days before the hearing.

A. The parties may, with good cause, stipulate to continue a law and motion matter for a reasonable amount of time. The clerk’s office must be notified of such stipulations at least two court days prior to the scheduled hearing.

Checked against the court's document on Oct 4, 2026

Page 95 | 7.4 CONTINUANCES

A stipulated-continuance request must be submitted to the hearing judge, state good cause, describe any previous stipulated continuances, and report opposing counsel’s position; failure to appear may result in removal from the calendar.

B. All requests for stipulated continuances of law and motion matters must be made to the judge scheduled to hear the matter. The request must indicate good cause for the continuance, describe the basis for previous stipulated continuances, if any, and state the position of opposing counsel regarding the continuance. Failure to appear at the date and time set for hearing, may result in the matter being dropped from the calendar.

Checked against the court's document on Oct 4, 2026

Page 95 | 7.4 CONTINUANCES

Every motion to continue a criminal proceeding must comply with Penal Code section 1050.

Any motion to continue in a criminal proceeding must comply with Penal Code section 1050.

Checked against the court's document on Oct 4, 2026

Page 157 | 14.7 JURY TRIAL READINESS CALENDAR

A sale confirmation will be continued only in exceptional circumstances, and any continuance motion must be made in open court.

Sale confirmations will be continued only under the most exceptional circumstances. A motion for continuance must be made in open court.

Checked against the court's document on Oct 4, 2026

Page 60 | 4.131 CONFIRMING SALE OF REAL PROPERTY

Parties may request vacatur or continuance of the initial case management conference by filing the request and order concurrently with the case management statement.

The parties may request that the initial case management conference be vacated or continued by filing a request to vacate or continue initial case management conference and order concurrently with the case management statement.

Checked against the court's document on Oct 4, 2026

Page 72 | 6.8 FROM CASE FILING TO CASE MANAGEMENT CONFERENCE

Mediation may be rescheduled for a compelling reason only if the Family Court Services Office receives notice at least five calendar days before the appointment and no hearing date is continued.

3. Rescheduling: Rescheduling of a mediation appointment is discouraged. However, if there is a compelling reason, an appointment may be rescheduled if the parties contact the Family Court Services Office at least five (5) calendar days before the appointment date and rescheduling will not result in a hearing date being continued.

Checked against the court's document on Oct 4, 2026

Page 115 | CHAPTER 10: FAMILY LAW DEPARTMENT

Parties seeking to cancel mediation because the dispute settled or for mutual good cause must give the mediation service at least five calendar days' notice to avoid possible sanctions.

4. Cancellation: If the parties wish to cancel a mediation appointment because the dispute has been settled or if both sides agree to cancel the mediation for good reason, at least five (5) calendar days’ notice must be given to the mediation service to avoid the possibility of sanctions.

Checked against the court's document on Oct 4, 2026

Page 115 | CHAPTER 10: FAMILY LAW DEPARTMENT

For traffic and nontraffic infraction matters, the clerk or designee may grant one 60-day extension upon written or verbal request.

Upon written or verbal request for an extension of time to take care of an infraction traffic or infraction non-traffic matter, the clerk of the court or designee is authorized to grant a one (1) time sixty (60) day extension from the original pay or appear date (appearance date on citation).

Checked against the court's document on Oct 4, 2026

Page 162 | 14.18 REQUEST FOR EXTENSION

A continuance requires court authorization, must be requested using Local form CI-105 rather than by telephone or letter, and should be filed no later than five court days before the hearing.

Matters may not be continued by the petitioning party or by stipulation of counsel without authorization from the court. The court will not accept telephone or letter requests to continue the matter. All requests for continuance shall use Local form CI-105, Request for Continuance of Hearing & Order. All requests should be filed with the court no later than five (5) court days prior to the hearing.

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Page 40 | 4.23 CONTINUANCES

The parties may stipulate once, with good cause, to a reasonable continuance; subsequent requests require the assigned judge's approval and all requests must be submitted at least 48 hours before the hearing with specified information.

2. Continuances: The parties may, with good cause, stipulate once to a continuance for a reasonable amount of time. Any subsequent requests for continuances are subject to approval by the assigned Family Court Judge. All requests must be submitted at least a full 48 hours prior to the date of hearing. The request must indicate good cause for the continuance and state the position of the opposing party regarding the continuance as well as the requested date.

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Page 107 | Chapter 10, Family Law Department, 10.1 Law and Motion, A.3 Continuances

Requests to shorten time should be based on hardship or emergency, must include a written good-cause declaration, and ordinarily require notice to opposing counsel within 24 hours unless good cause excuses notice.

2. Orders Shortening Time. Orders shortening time should not be requested unless there is a hardship or emergency requiring prompt action. All requests must be accompanied by a written declaration establishing good cause. Notice of the request must be given to opposing counsel, if any, within twenty-four (24) hours, except for good cause. A declaration must be submitted stating the fact of notice or good cause for its absence.

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Page 107 | Chapter 10, Family Law Department, 10.1 Law and Motion, B.2 Orders Shortening Time

A continuance for a specially set hearing will be granted only upon a showing of exceptional good cause.

Continuances will not be granted except upon exceptional good cause.

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Page 108 | Chapter 10, Family Law Department, 10.1 Law and Motion, D. Special Settings

At the criminal jury-trial readiness calendar, pending procedural motions must be presented, and after a trial date is confirmed, no further pleading amendments or continuances will be granted absent good cause.

Upon the calling of such readiness calendar, all motions for continuance, waiver of jury, change of plea, reductions, or other procedural matters shall be presented. In the event the case is not disposed of at the trial readiness conference and a trial date is confirmed, all offers on either side will be deemed withdrawn and the case will be tried on all counts. No further amendments to pleadings or continuances will be granted except for good cause shown.

Not confirmed. Read the court's wording below.

Page 157 | 14.7 JURY TRIAL READINESS CALENDAR

A criminal-case continuance will not be granted solely because all parties agree to it.

No continuance will be granted solely because all parties agree thereto.

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Page 157 | 14.7 JURY TRIAL READINESS CALENDAR

The court may enter an order continuing the hearing and directing Program participation any time through the date of the motion hearing.

Such an order may be entered at any time up to and including the date set for the hearing on the motion.

Not confirmed. Read the court's wording below. · Civil cases

Page 2 | Involuntary Program

If the accounting cannot be filed at least 45 days before the hearing, the conservator should request a continuance using Local form CI-105.

If a conservator is unable to file the accounting at least 45 days prior to the hearing date, a request for continuance of the hearing should be submitted using Local form CI-105, Request for Continuance of Hearing & Order.

Not confirmed. Read the court's wording below.

Page 54 | 4.101 ACCOUNTS AND ACCOUNTING

Before dismissal for untimely proof of service, an unlawful-detainer plaintiff may request an extension to accomplish service, which may be granted upon a showing of good cause.

Prior to dismissal, the plaintiff may request an extension of time to achieve service, which may be granted for good cause shown.

Not confirmed. Read the court's wording below.

Page 85 | 6.15 MISCELLANEOUS RULES, B

Chambers Communication Rules

If the court has not directed oral argument, a party must notify the court and all other parties by telephone, email, or in person by 4:00 p.m. on the preceding court day to obtain permission to appear.

2. Requested by a Party. If the court has not directed oral argument, oral argument will be permitted only if a party notifies all other parties and the court, by 4:00 p.m. on the court day before the scheduled hearing, of the party’s intention to appear. The notification to the court may be in person, by telephone to (831) 647-5800 ext. 3040 or by email at TentativeRulings@monterey.courts.ca.gov.

Checked against the court's document on Oct 4, 2026

Page 96 | 7.9 TENTATIVE RULINGS C.2 Requested by a Party

A participant requesting a change of mediator or reporting a mediation-process problem must notify the Family Court Services clerk.

In the event there is a request by a participant in mediation for a change of mediator or a concern regarding a problem relating to the mediation process, the participant shall notify the Family Court Services clerk of the request to change of mediator or recommending counselor.

Checked against the court's document on Oct 4, 2026

Page 117 | Chapter 10: Family Law Department

The court provides courtADR@mandellgisnetcenter.org as a contact email address.

Contact: courtADR@mandellgisnetcenter.org

Checked against the court's document on Oct 4, 2026 · Civil cases

Parties needing assistance with a remote appearance may call the court at (831) 647-5800 or use the contact information on the court’s website.

If any party requires assistance with a remote appearance they may call the court at: (831) 647-5800, or as indicated on the court’s website.

Checked against the court's document on Oct 4, 2026

A party requesting oral argument must notify every other party by telephone or in person.

Notice to the other party must be by telephone or in person, as required by California Rules of Court, rule 3.1308(a)(1).

Not confirmed. Read the court's wording below.

Page 96 | 7.9 TENTATIVE RULINGS C.2 Requested by a Party

Anyone experiencing technology or audibility problems during a remote proceeding should alert the court, and a party or witness may call the court’s general number for assistance.

In the event a party, witness, official reporter, official reporter pro tempore, court interpreter, or other court personnel experiences technology or audibility issues that arise during a remote conference, hearing, proceeding, or trial, the person is to alert the court. A party or witness may raise their hand, place a comment in the “Chat” box (if available) or call the court’s general number at (831) 647-5800 to obtain assistance.

Not confirmed. Read the court's wording below.

Page 14 | J. Technology or Audibility Issues

Court mediation is available only when a case is pending; no mediation will be scheduled if no action is filed.

Mediation services are only available where there is a case filed with the court. If there is no pending action (dissolution, paternity, visitation, guardianship, etc.), no mediation will be scheduled.

Not confirmed. Read the court's wording below.

Page 114 | 10.6(E)(1) Availability of Mediation or Child Custody Recommending Counseling

Mediation appointments may be scheduled by contacting the Family Court Services Office by phone or email at the listed contact information.

Appointments can be made by contacting the Family Court Services Office either by phone, e-mail, or in person, at the following location: Family Court Services Office 1200 Aguajito Rd., Room 303 Monterey, CA 93940 (831) 647-5891 fcs@monterey.courts.ca.gov

Not confirmed. Read the court's wording below.

Page 114 | 10.6(E)(2) How to Schedule a Mediation or Child Custody Recommending Counseling Appointment

Minors, parents or guardians, Indian custodians, and CASA workers may seek approval for a remote juvenile appearance through counsel or the Probation Department by phone at (831) 755-3900 or email to acosta-sosam@co.monterey.ca.us.

Minors and their parents/guardians, Indian custodians and CASA workers may seek approval from the court through counsel for the minor or the Probation Department at (831) 755-3900 or by email to acosta-sosam@co.monterey.ca.us.

Not confirmed. Read the court's wording below.

Common questions about Monterey Superior Court rules

Are courtesy copies required in Monterey Superior Court?

Courtesy-copy rule applies for appendixs. A party citing particular administrative-record pages must submit one courtesy hard-copy appendix containing those pages, with the relied-upon portions highlighted.

View ruleSource: page 165, section D. Memorandum and Appendix

Does Monterey Superior Court require a pre-motion conference or letter before filing a motion?

Monterey Superior Court rules set a pre-motion procedure for covered motions. A scheduled pretrial conference date may not be changed without approval from the assigned judge.

View ruleSource: page 156, section 14.6 PRE-TRIAL CONFERENCE CALENDAR, subsection B

What page or word limits apply to brief in Monterey Superior Court?

Monterey Superior Court's rule states these limits: 7500 words; 7500 words. Opening and opposition memoranda in writ proceedings are each limited to 7,500 words.

View ruleSource: page 166, section 15.6 — Administrative and Traditional Writ of Mandamus Briefing Schedules and Page Limits

What page or word limits apply to reply brief in Monterey Superior Court?

Monterey Superior Court's rule states these limits: 5000 words. A reply memorandum in a writ proceeding is limited to 5,000 words.

View ruleSource: page 166, section 15.6 — Administrative and Traditional Writ of Mandamus Briefing Schedules and Page Limits

What formatting rules apply to filings in Monterey Superior Court?

Monterey Superior Court's formatting rule includes file format PDF and must be text-searchable. Every electronically filed document must be a text-searchable PDF.

View ruleSource: page 8, section 1.7(D)(1) Format of E-Filed Materials

What must be included with motion or brief filings in Monterey Superior Court?

The rule identifies required filing content or certificates. The caption page of every motion and brief must state that the matter has been deemed complex and assigned for all purposes to a Complex Litigation Judge.

View ruleSource: page 1, section It is hereby ordered

What must be included with case management conference statement filings in Monterey Superior Court?

The rule identifies required filing content or certificates. The Case Management Conference Statement must be a detailed prose document, not the standardized Judicial Council form, and must address the listed case status, discovery, settlement, meet-and-confer, motion, trial-date, related-case, and court-ruling or scheduling topics.

View ruleSource: page 1, section It is hereby ordered

How may parties contact Monterey Superior Court?

The rule addresses phone communications. The rule lists phone (831) 647-5800 ext. 3040. If the court has not directed oral argument, a party must notify the court and all other parties by telephone, email, or in person by 4:00 p.m. on the preceding court day to obtain permission to appear.

View ruleSource: page 96, section 7.9 TENTATIVE RULINGS C.2 Requested by a Party

How does Monterey Superior Court handle sealed or redacted filings?

Monterey Superior Court rules set procedures for sealed or redacted filings. Filed forms FL-326 and FL-328 and related qualification documents are confidential and available only to the court, parties, their attorneys, and persons specifically authorized by written order after notice to all parties.

View ruleSource: page 124, section B. Qualifications of Child Custody Evaluator

How do I request an adjournment or extension in Monterey Superior Court?

Requests should be made at least 24 hours in advance when this rule applies in Monterey Superior Court. The request must include reason for request and emergency nature. Requests to shorten time should be based on hardship or emergency, must include a written good-cause declaration, and ordinarily require notice to opposing counsel within 24 hours unless good cause excuses notice.

View ruleSource: page 107, section Chapter 10, Family Law Department, 10.1 Law and Motion, B.2 Orders Shortening Time

Does Monterey Superior Court require motion papers to be bundled?

Yes. Monterey Superior Court requires bundling for covered papers. The joint-appendix rule applies when the administrative record exceeds 2,000 pages.

View ruleSource: page 165, section C. Joint Appendix

Is electronic filing required in Monterey Superior Court?

Yes. Electronic filing is required for the covered filings. All pleadings, motions, applications, briefs, and other papers must be electronically filed with the civil clerk's office in Monterey.

View ruleSource: page 1, section It is hereby ordered

Are filing fees or waivers addressed in Monterey Superior Court?

A fee is required for covered filings. The statutory continuance fee must be submitted with every continuance request.

View ruleSource: page 40, section 4.23 CONTINUANCES

What filing deadlines does Monterey Superior Court set?

The Program stipulation extends the 45-day deadline for filing a motion seeking additional discovery responses.

View ruleSource: page 1, section Pre-filing of Discovery Motions

What rule applies to service for notice of termination of facilitation in Monterey Superior Court?

The rule addresses service method, recipient, or timing requirements. Details: recipient: all parties. If pre-filing facilitation does not resolve the dispute, the Facilitator must serve each party with a Notice of Termination of Facilitation.

View ruleSource: page 1, section Pre-filing of Discovery Motions
Complete rules summary for Monterey Superior Court

All pleadings, motions, applications, briefs, and other papers must be electronically filed with the civil clerk's office in Monterey.

A courtesy copy must be mailed through the judge's clerk, or emailed through the judge's clerk if the department directs email delivery.

All motions and briefs must conform to the California Rules of Court, including Rule 3.1113.

The caption page of every motion and brief must state that the matter has been deemed complex and assigned for all purposes to a Complex Litigation Judge.

Counsel should file a joint written Case Management Conference Statement 15 court days before the CMC, using the new date as operative if the CMC is continued.

The Case Management Conference Statement must be a detailed prose document, not the standardized Judicial Council form, and must address the listed case status, discovery, settlement, meet-and-confer, motion, trial-date, related-case, and court-ruling or scheduling topics.

Before filing a motion, the parties must complete a standard form stipulation to use the Program.

The Program stipulation extends the 45-day deadline for filing a motion seeking additional discovery responses.

Any discovery-dispute resolution reached through pre-filing facilitation must be memorialized in a stipulation filed with the court.

If pre-filing facilitation does not resolve the dispute, the Facilitator must serve each party with a Notice of Termination of Facilitation.

For a pending discovery motion, parties using the Program must prepare a stipulation and order continuing the hearing and setting the new briefing schedule.

Parties are encouraged, but not required, to notify the court of their Program participation at least seven court days before the hearing.

The parties must send the Center a copy of the stipulation and order simultaneously with submission to the court.

Any resolution of all or part of a discovery dispute reached through post-filing facilitation must be memorialized in a stipulation filed with the court.

The parties are encouraged to notify the court of a written stipulation at least seven court days before the hearing.

If post-filing facilitation does not resolve the dispute, the Facilitator must file and serve a Notice of Termination of Facilitation.

The court must serve the order continuing the hearing and directing Program participation on both the parties and the Center.

The court may enter an order continuing the hearing and directing Program participation any time through the date of the motion hearing.

A resolution reached through involuntary Program participation must be memorialized in a stipulation filed with the court at least seven court days before the Law and Motion hearing.

If the stipulation is not received at least seven court days before the hearing, the court will presume no agreement was reached and proceed with the hearing.

The court provides courtADR@mandellgisnetcenter.org as a contact email address.

The Facilitator must serve the parties with any communication sent to the court.

Certain civil filings must be published in a newspaper on the court’s list of Adjudicated Newspapers of General Circulation.

Requests to shorten time should be based on hardship or emergency, must include a written good-cause declaration, and ordinarily require notice to opposing counsel within 24 hours unless good cause excuses notice.

Proof of adequate property insurance coverage identifying the County of Monterey on the policy must be attached to the motion.

If a party submits a proposed order without opposing counsel's approval as to form, the court may require a transcript and a cover letter explaining the lack of approval.

A settlement conference statement must separately list community and separate debts and identify each creditor, the debt date, current balance, payment terms, and any security.

A settlement conference statement must include settlement proposals concerning custody, visitation, property and liabilities, reimbursements, credits, costs, attorney’s fees, and each party’s position on child and spousal support.

Each party must file a declaration verifying service of a preliminary disclosure of assets, liabilities, and income.

The order appointing the Family Court Liaison must state the inquiry's purpose, scope, and the date the report must be filed.

More Judges in Monterey Superior Court

Elizabeth R. Leitzinger
Judge
Ian A. Rivamonte
Judge
Thomas W. Wills
Judge