Order Appointing Expert (EC 730) {L-0965}

ATTORNEY OR PARTY WITHOUT ATTORNEY (Name & Address): FOR COURT USE ONLY Telephone No.: E-Mail Address (Optional): ATTORNEY FOR (Name): JUSTICE CENTER: Fax No. (Optional): Bar No: SUPERIOR COURT OF CALIFORNIA, COUNTY OF ORANGE Lamoreaux ­ 341 The City Drive, Orange, CA 92868-3205 Central ­ 700 Civic Center Drive West, Santa Ana, CA 92701 PETITIONER: RESPONDENT: ORDER APPOINTING EXPERT (EC §730) 1. APPOINTMENT OF EXPERT: CASE NUMBER: (referred to as "EXPERT ") is appointed as the Court's EXPERT under California Evidence Code section 730 unless EXPERT notifies the Court within 10 days of notification that EXPERT chooses not to accept the appointment. The EXPERT's contact information is: Address: Telephone: Facsimile: Email: 2. TASKS OF EXPERT: A. The EXPERT is deemed qualified to perform the following tasks and must do so, provided that the parties comply with the p rovisions set forth below regarding COMPENSATION, DOCUMENTS, AND INFORMATION, and subject to the provision regarding WITHDRAWAL. Perform an analysis of Petitioner's Respondent's income available for support. Perform an analysis of the community property interest in the business known as: as of the most practical date nearest Prepare a valuation of the community's interest in stock options in: . Calculate the income tax consequences of: . Calculate the community and separate property interest in that certain real property located at (address): . Form # L-0965 Revised 12/15/2016 . (NOT TO BE USED FOR CHILD CUSTODY/VISITATION EVALUATIONS) ORDER APPOINTING EXPERT (EC 730) Page 1 of 4 American LegalNet, Inc. www.FormsWorkFlow.com Case Name: Prepare a written tracing of: Case Number: . Prepare an analysis of Petitioner's Respondent's separate property claims relating to: . Prepare an analysis and quantification of Petitioner's Respondent's reimbursement claims: . Calculate child and/or spousal support arrearages including interest due. Assist with settlement. Other: . B. If there is any dispute over the scope of the work, the EXPERT may request a conference call with the Court and the attorneys or self-represented parties according to the provisions in paragraph 7 below. 3. FACTS A. B. The parties' date of marriage is The parties' date of separation is: Agreed as Disputed. The claims of the parties are: Petitioner: Respondent: . . 4. COMPENSATION A. Under most circumstances, the EXPERT will request that the parties and their counsel execute a fee schedule or e ngagement agreement before the y will accept the assignment contained in this Order. Payment of Fees and Retainer will be as follows: (1) The retainer of the EXPERT in the amount of $ will be pai d forthwith within days and will be applied to the fin al invoice. Any unused portion of the retainer will be refunded by EXPERT at the conclusion of EXPERT's services. B. Form # L-0965 Revised 12/15/2016 (NOT TO BE USED FOR CHILD CUSTODY/VISITATION EVALUATIONS) ORDER APPOINTING EXPERT (EC 730) Page 2 of 4 American LegalNet, Inc. www.FormsWorkFlow.com Case Name: (2) The retainer will be paid as follows: (a) (b) (c) The Petitioner must pay EXPERT the sum of $ Case Number: . . The Respondent must pay the EXPERT the sum of $ The party listed below must pay the entire retainer: Petitioner Respondent (d) Other: . (e) (3) The provision for the payment of the retai ner is without prejudice; the Court retains jurisdiction to later order a different allocation of payment, between the parties. By withdrawal from the account located at account number (last four digits) authorized to make such withdrawal. , . Either pa rty is The billed amounts must be paid on a timely basis as follows: (a) (b) The Petitioner and Respondent must pay the billed amounts within 15 days receipt of invoice in the following percentages: Petitioner Re spondent % % . (c) Other: (d) The provision for the payment of the billed amounts is without prejudice; the Court retains the jurisdiction to later order a different allocation of payment, between the parties. 5. DOCUMENTS AND INFORMATION A. B. C. D. The tasks assigned to the EXPERT cannot be information. completed without the nece ssary documents and The parties must provide all re cords requested by the EXPERT, subject to objections based on privilege, within twenty (20) days of receipt of a written request. Each party must provide timely responses to questions of the EXPERT. If requested by the EXPERT, the parties must provi de the EXPERT with written authorizations directing third parties to provide documents, records and/or information. 6. COMMUNICATION A. The EXPERT shall have the right to initiate contac t with any party or their counsel, ex parte. In the event that c ounsel for any party, or any party, communicates with the EXPE RT in writing, s aid counsel, or p arty, must se nd a co py of such co mmunications to the oppo sing counsel, or if the party is self-represented, to such party directly. The attorneys must notify EXPERT of all c ourt dates. The EXPERT may parti cipate telephonically regarding scheduling of meetings and/or hearings and the status of EXPERT's work. B. Form # L-0965 Revised 12/15/2016 (NOT TO BE USED FOR CHILD CUSTODY/VISITATION EVALUATIONS) American LegalNet, Inc. www.FormsWorkFlow.com ORDER APPOINTING EXPERT (EC 730) Page 3 of 4 Case Name: 7. DISPUTES Case Number: EXPERT may initiate cont act with the Court to obtain the Court's assistance in resolving disputes relating to the completion of the EXPERT's assignment, such as, but not limited to, the production of documents, the scope of the assignm ent, scheduling of court appearances, the payment of EXPERT's fees, or any issue related to a breach of this Order. A. Prior to initiating such cont act with the Court, EXPERT must give written notice to each side of the nature of the dispute and EXPERT's intention to notify the Court at least two business days prior to contacting the Court. At the direc tion of the Court's clerk, contact by the EXPERT with the c ourt must be by letter, by telephone conference call, by declaration or by motion filed by the EXPERT. Any telephone conference call must include parties and their counsel, if represented. Any written communication must be copied to counsel for the parties or the party if the party is in self-represented. B. C. D. 8. PROCEDURES FOR REPORTING A. B. C. At any time the EXPERT shall be entitled to provide a status report to the Court. The status report must be communicated according to the provision above. The parties agree to meet