1 SUPERIOR COURT of CALIFORNIA COUNTY OF SAN DIEGO LOCAL RULES Effective January 1, 2021 ii SAN DIEGO COUNTY Table of Contents Revised January 1, 2021 Preface (Rev. 1/1/2020) .. 1 I. Duties Owed to the COURT (Rev. 1/1/2020) .. 1 II. Duties Owed to Other Lawyers, Parties, and Witnesses (Rev. 1/1/2020).. 1 DIVISION I GENERAL AND ADMINISTRATIVE CHAPTER 1 SCOPE OF RULES Construction, Citation, and Effect of Rules (Renum. 1/1/2006) .. 2 Construction and Application of Rules (Renum. 1/1/2006) .. 2 Definition of Words (Renum. 1/1/2006) .. 2 New, Amended, Repealed Rules (Renum. 1/1/2006).. 2 CHAPTER 2 GENERAL RULES Policy Against Bias and Access to COURT Services (Rev. 1/1/2018) .. 2 Departments, Divisions of the COURT , and Venue (Rev. 1/1/2021).. 3 Policy on Availability of COURT Reporters and Electronic Recording (Rev. 1/1/2021) .. 4 CHAPTER 3 EXECUTIVE OFFICER OF THE COURT Appointment, Powers, and Duties (Renum.)
2 1/1/2006) .. 5 CHAPTER 4 MISCELLANEOUS PROVISIONS Records (Renum. 1/1/2006) .. 5 Exhibits (Rev. 1/1/2019) .. 5 Jury Lists (Rev. 1/1/2016) .. 6 Appointment of Counsel Under the Servicemembers Civil Relief Act (Rev. 1/1/2020) .. 6 Communication and Coordination Regarding Criminal Protective Orders and Restraining Orders (Rev. 1/1/2018).. 7 DIVISION II CIVIL CHAPTER 1 GENERAL POLICIES AND PROCEDURES Policy (Rev. 1/1/2010) .. 8 Filing and Service of Papers (Rev. 1/1/2021) .. 8 Case Assignment (Rev. 1/1/2018) .. 8 Related Cases (Adopted 1/1/2020) .. 9 Electronic Filing Program (Rev. 1/1/2018) .. 9 Service of Complaint (Rev. 1/1/2018) .. 9 Defendant s Appearance (Rev. 1/1/2013) ..10 Request for Entry of Default (Rev. 1/1/2010) ..10 Default Judgment (Rev. 1/1/2016) ..10 Table of Contents iii Case Management Conference (Rev. 1/1/2019) ..10 Discovery Status Conferences (Adopted 1/1/2019).
3 11 Expert Witnesses (Rev. 1/1/2010) ..11 Official COURT Reporters and Reporters Pro Tempore (Adopted 1/1/2020) ..11 Stays of Actions (Rev. 1/1/2011) ..11 Settlements, Taking Matters Off Calendar (Rev. 1/1/2019) ..12 Trial Readiness Conference (Rev. 1/1/2016) ..12 Jury Instructions (Renum. 1/1/2021)..12 Juror Questionnaire (Renum. 1/1/2006) ..12 Motions in Limine (Rev. 1/1/2012) ..12 Law and Motion Procedures (Rev. 1/1/2016) ..13 Taking Motions Off Calendar (Rev. 1/1/2016)..13 Discovery Dispute Outline in Lieu of Separate Statement (Adopted 1/1/2021) ..13 CHAPTER 2 [Moved to Chapter 3] Reserved for Future Use (Renum. 1/1/2019) ..14 CHAPTER 3 ALTERNATIVE DISPUTE RESOLUTION (ADR) ADR Policy Statement (Rev. 1/1/2021) ..14 Voluntary Settlement Conferences (Rev. 1/1/2019) ..14 Mandatory Appearance (Renum. 1/1/2019) .. 14 Settlement Statements/Briefs (Renum.)
4 1/1/2019) .. 15 Notifications of Settlement or Continuances (Renum. 1/1/2019) .. 15 Civil Mediation Program (Rev. and Renum. 1/1/2019) .. 15 Mediator Complaint Procedure (Renum. 1/1/2019) .. 16 Judicial Arbitration (Rev. 1/1/2021) .. 17 Arbitration Procedures (Renum. 1/1/2019) .. 18 Exchange of Experts After Arbitration (Renum. 1/1/2019) .. 18 Request for Trial De Novo (Renum. 1/1/2019) .. 19 Prohibition Against Post Arbitration Discovery (Renum. 1/1/2019) .. 19 Monetary Sanctions (Renum. 1/1/2019) .. 19 CHAPTER 4 SPECIAL CASE CATEGORIES Judgment Debtor Examination Proceedings (Rev. 1/1/2016) ..19 Unlawful Detainer Proceedings (Rev. 1/1/2021) ..20 Uninsured/Underinsured Motorist Actions (Rev. 1/1/2013)..20 Small Claims Cases (Rev. 1/1/2021) ..21 Copies of Attachments Small Claims Filings (Rev. 1/1/2018) ..21 Requests for Continuances Small Claims Hearings (Adopted 1/1/2018).
5 21 Eminent Domain (Renum. 1/1/2006) ..21 Minors/Incompetents/Conservatees (Rev. 1/1/2017) ..22 Other Civil Actions (Renum. 1/1/2006) ..22 Extraordinary Writs (Renum. 1/1/2006) ..23 EADACPA Proceedings (Rev. 1/1/2020) ..23 Collection Cases (Rev. 1/1/2010) ..23 Class Actions Deemed Complex (Rev. 1/1/2016) ..23 Environmental Leadership CEQA Challenge (Adopted 1/1/2016) ..23 Table of Contents iv CHAPTER 5 MISCELLANEOUS PROVISIONS Public Inspection and Copying of Files (Rev. 1/1/2021) ..24 Fax Filings (Rev. 1/1/2016)..24 Procedure Upon Death of Plaintiff (Renum. 1/1/2010) ..24 Receivers (Rev. 1/1/2016) ..25 Confidentiality Agreements, Protective Orders, Sealed Documents (Rev. 1/1/2014) ..25 Exhibits: Permissible Filings Defined (Rev. 1/1/2018) ..25 Depositions (Renum. 1/1/2010) ..26 Telephonic Appearances (Rev. 1/1/2014) ..26 Reserved for Future Use (Del.)
6 1/1/2010) ..26 Default Attorney Fee Schedule (Rev. & Renum. 1/1/2010) ..26 Elisors (Rev. 1/1/2021) ..27 Sanctions (Renum. 1/1/2010) ..27 DIVISION III CRIMINAL CHAPTER 1 GENERAL Police Reports Containing Confidential Personal Information (Rev. 1/1/2017) ..28 Arraignment Options on Misdemeanors and Infractions (Rev. 1/1/2016) ..28 Failure to Appear in Misdemeanor Notify Letter Cases (Adopted 1/1/2006) ..28 Bail Reductions or Increases (Rev. 1/1/2017) ..28 Trial by Declaration (Rev. 1/1/2020) ..29 Juror Questionnaires (Renum. 1/1/2006) ..29 Prohibition Against Ex Parte Contacts (Rev. & Renum. 1/1/2006) ..29 CHAPTER 2 MOTIONS General Requirements (Rev. 1/1/2021) ..29 Additional Requirements - Special Motions (Rev. 1/1/2007) ..30 Additional Requirements - Felonies (Renum. 1/1/2006) ..31 Motions Settings - Misdemeanors and Infractions (Renum. 1/1/2006).
7 31 Discovery Motions for Jury Services Information and/or Related Motions to Challenge Jury Selection System (Rev. 1/1/2017) ..31 Exhibits to Motions or Other Pleadings (Adopted 1/1/2019) ..31 CHAPTER 3 HABEAS CORPUS AND ERROR CORAM NOBIS PETITIONS Application (Renum. 1/1/2006) ..32 Place for Filing (Rev. 1/1/2009) ..32 Service of Petition (Renum. 1/1/2006) ..32 Supporting Documents (Renum. 1/1/2006) ..32 Disposition of Petition (Rev. 1/1/2009) ..32 DIVISION IV PROBATE CHAPTER 1 DEPARTMENTAL ADMINISTRATION AND ORGANIZATION Address, Phone and Hours for Probate Examining Division (Rev. 1/1/2013) ..33 Filing Location (Rev. 1/1/2021) ..33 Table of Contents v Viewing Records in the Probate Business Office (Rev. 1/1/2021) ..33 CHAPTER 2 TESTAMENTARY DOCUMENTS; CONSOLIDATION; SANCTIONS Backing on Papers Filed (Rev. 1/1/2021) ..33 Consolidation and Notice of Related Case/Petition (Rev.)
8 1/1/2016) ..33 Sanctions (Rev. 1/1/2012) ..34 CHAPTER 3 PLEADINGS: FORM OF PAPERS PRESENTED FOR FILING Format Requirements and Copies (Rev. 1/1/2019) ..34 Electronic Filing (e-filing) (Rev. 1/1/2021) ..34 Filing Documents for Calendared Matters (Rev. 1/1/2021) ..35 Use of Judicial Council Forms (Rev. 1/1/2015) ..36 Affidavits and Declarations Under Penalty of Perjury (Renum. 1/1/2015) ..36 Complete Address in Petition or Report (Rev. 1/1/2018) ..37 Multiple Minors, Conservatees, or Trusts (Rev. 1/1/2021) ..37 Declinations, Resignations and Consents to Serve (Rev. 1/1/2018) ..37 CHAPTER 4 SETTINGS, ASSIGNMENTS AND CONTINUANCES Calendar Settings of Probate Matters (Rev. 1/1/2016) ..37 Probate Hearing Once Noticed Cannot Be Advanced (Rev. 1/1/2019) ..37 Continuances of Hearings on Petitions In Uncontested Matters (Rev. 1/1/2020) ..38 Requests to Take Matters Off-Calendar and Resetting Matters (Rev.
9 1/1/2021) ..38 Telephonic Appearances (Rev. 1/1/2012) ..39 CHAPTER 5 NOTICES General (Rev. 1/1/2020) ..39 Additional Notice Requirements (Rev. 1/1/2021) ..39 Proof of Service (Rev. 1/1/2020) ..39 Notice Re Letters of Special Administration (Rev. 1/1/2014) ..40 Notice to Persons Requesting Special Notice (Renum. 1/1/2014) ..40 Notices to Trust Beneficiaries (Renum. 1/1/2014)..40 Notice to Creditors (Formerly Rule Rev. & Renum. 1/1/2019)..40 Compliance with Notice - Medi-Cal and CALIFORNIA Victim Compensation and Franchise Tax Board (Rev. 1/1/2018)..40 Notice to Prior Representative or Counsel or Attorney Firm (Rev. 1/1/2014) ..40 Conservatorship Notices (Renum. 1/1/2013)..41 CHAPTER 6 CALENDAR NOTES AND HEARINGS Availability of Probate Examiner s Notes and Clearing of Defects (Rev. 1/1/2018) ..41 Telecourt (Rev. 1/1/2018) ..41 Appearances (Adopted 1/1/2012).
10 41 Official COURT Reporters and Reporters Pro Tempore (Adopted 1/1/2020) ..41 CHAPTER 7 ORDERS AND BONDS Preparation of Orders (Rev. 1/1/2020) ..42 Table of Contents vi Material to be Included in Probate Orders and Prayers for Relief (Rev. 1/1/2020) ..42 Riders and Exhibits (Renum. 1/1/2006) ..43 Reserved for Future Use (Del. 1/1/2016) ..43 Application for Ex Parte Orders - Generally (Rev. 1/1/2019) ..43 Ex Parte Guidelines for Setting Hearings and Fees (Rev. 1/1/2021) ..43 Communications with the COURT (Rev. 1/1/2009) ..43 Nunc Pro Tunc and Amended Orders (Rev. 1/1/2019) ..44 Bond Requirements/Blocked Accounts (Rev. 1/1/2016) ..44 Bonds; Additional Bond (Rev. 1/1/2007) ..44 Deposited Funds (Rev. 1/1/2009) ..44 CHAPTER 8 APPOINTMENT OF EXECUTORS AND ADMINISTRATORS Letters Issued in Decedent s Estates (Rev. 1/1/2018) ..45 Allegations in Petitions Re: Beneficiaries (Rev.)
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