Source: http://teamshermanhomes.com/san-diego-probate/what-is-probate/
Timestamp: 2019-04-18 20:56:26+00:00

Document:
Answer: “Probate” is the court-supervised administration of a decedent’s estate. The procedure begins with the filing of a petition with a probate court for the probate of a decedent’s will or for letters of administration if there is no will.
The probate proceeding involves “proving the will” (if there is a will), appointing the personal representative, determining the decedent’s assets which are subject to probate, determining and paying the decedent’s debts and taxes, and transferring title to the beneficiaries (if there is a will) or to the heirs at law (if there is no will).
For more information about probate and the transfer of real property, please see legal article, Probate Sales of Real Property.
Answer: The probate proceeding, generally, is required only for property to which the decedent directly held title at his or her death, and not property which is indirectly held, property owned by contract, or which passes by operation of law to another at the decedent’s death.
What property is not subject to probate?
Mobilehomes, commercial coaches, truck campers, floating homes (Cal. Health & Safety Code § §18080.2, 18102.2; Cal. Prob. Code § 13050).
When else is probate administration not necessary?
Second, under limited circumstances where probate would ordinarily be necessary, it is possible to avoid probate administration for a decedent’s estate if the estate is a “small estate”–that means the gross value of the decedent’s real and personal property in California does not exceed $100,000. (Cal. Prob. Code § 13100.) The remainder of this legal article will deal with these small estates which are not subject to probate administration.
Is it possible to transfer real property (that is not a "small estate") at death without a probate proceeding?
What property is not counted in determining the gross fair market value of the decedent's estate for the purposes of determining whether it is a "small estate"?
Only the decedent’s half interest in community and quasi-community property is included in determining the gross fair market value of the decedent’s estate (Cal. Prob. Code § 100(a)).
What is the non-probate procedure for transferring California personal property of a "small estate"?
There is an Affidavit Procedure for the non-probate transfer of California personal property of a decedent. When the gross fair market value of the decedent’s California estate (at the time of the decedent’s death), including both real and personal property, does not exceed $100,000, the successor of the decedent may collect the decedent’s tangible personal property, money, debts owed the decedent, and other intangible personal property by furnishing an affidavit or declaration to the person holding the decedent’s personal property. (Cal. Prob. Code §§ 13100, 13101.) At least 40 days must have elapsed since the death of the decedent (as shown in a certified copy of the death certificate) before this process may begin (Cal. Prob. Code §§ 13101(a)(3)).
If the personal property consists of a promissory note secured by a lien on real property and the instrument creating the lien has been recorded in the office of the county recorder of the county where the real property is located, the affidavit or declaration must be recorded in the same county (Cal. Prob. Code § 13101(c)).
A certified copy of the decedent’s death certificate must be attached to the affidavit or declaration (Cal. Prob. Code § 13101(d)).
The DMV requires a special form be used for the transfer of vehicles or vessels.
Use the DMV form Affidavit For Transfer Without Probate California Titled Vehicle or Vessels Only (http://www.dmv.ca.gov/forms/reg/reg5.pdf ).This form is needed only if title to the vehicle or vessel is not held in joint tenancy.
For a declaration form (used by the Los Angeles County courts) see the following: Declaration Pursuant to California Code Sections 13100-13116(http://www.lasuperiorcourt.org/probate/pdf/TransferForm.pdf) Note that the Affidavit Procedure does not apply to real property (Cal. Prob. Code § 13115). See Question 8 for the transfer of California real property of a small estate.
What is the non-probate procedure for transferring California real property of a "small estate"?
When the gross fair market value of the decedent’s California estate (at the time of the decedent’s death), including both real and personal property, is worth over $20,000 but does not exceed $100,000, and 40 days have elapsed since the death of the decedent, the successor of the decedent may use a simple Petition Procedure rather than probate to transfer the decedent’s interest in real property to the successor. See Question 9 for a description of the Petition Procedure.
If the gross fair market value of the decedent’s California real property is $20,000 or less on the date of death, the successor to the property may use an Affidavit Procedure rather than the Petition Procedure to transfer title (Cal. Prob. Code § 13200). See Question 10 for a description of the Affidavit Procedure. Even if there is a probate proceeding being conducted on the estate, the successor may use the affidavit procedure to transfer real property of small value ($20,000 or less) provided the personal representative consents (Cal. Prob. Code § 13200(e)).
What is the "Petition Procedure" for transferring real property of a small estate?
Sending a notice of the hearing to all the “heirs” (relatives of the decedent who stand to inherit property when there is no will), the “devisees and legatees” (those people who are mentioned in the will), any named executor of the will, any named trustee of a trust established in the will, and any guardian or conservator of the estate of the decedent.
A sample Judicial Council court order, Order Determining Succession to Real Property (http://www.courtinfo.ca.gov/forms/fillable/de315.pdf), for use by the court in ordering the transfer of the property to the petitioners is also available online. This court order should be prepared by the petitioners to be used by the court. If the decedent left a will, a copy of the will must be attached to the petition (Cal. Prob. Code § 13152(c)).
What is the "Affidavit Procedure" for transferring real property worth $20,000 or less?
For a Judicial Council form that can be completed online, click here Affidavit Re Real Property of Small Value (http://www.courtinfo.ca.gov/forms/fillable/de305.pdf ).
An inventory and appraisal of the decedent’s California real property must be attached to the affidavit (Cal. Prob. Code § 13200(a)(5)). The appraisal must be made by a probate referee (Cal. Prob. Code § 13200(c)). Contact a clerk at the local probate court for a list of probate referees. See the California Courts website at http://www.courtinfo.ca.gov/courts/find.htm to find a directory of probate departments.
If there is a will, it must also be attached to the affidavit (Cal. Prob. Code § 13200(d)).
Furthermore, a certified copy of the decedent’s death certificate must be attached to the affidavit (Cal. Prob. Code § 13200(e)).
The affiant must mail a copy of the affidavit and all the attached documents to any person serving as guardian or conservator of the estate of the decedent at the time of the decedent’s death (Cal. Prob. Code § 13200(f)).
Finally, the affidavit, all the attached documents, and a filing fee is presented to the court clerk of the superior court. The court clerk files the affidavit and issues a certified copy of the affidavit. This certified copy must be recorded in the office of the county recorder of the county where the real property is located. (Cal. Prob. Code §§ 13201, 13202).
Who is the "successor" entitled to the decendent's personal or real property when there is no will?
The property passes through what’s called “intestate succession” when there is no will. The law provides a list of heirs who are entitled to succeed to the decedent’s property. (See Cal. Prob. Code § 240.) The law of intestate succession varies depending upon whether the decedent was single or married at the time of death.
1. Children, equally. If a child is deceased but had children, the child’s share goes to his or her children equally.
2. If no living children, to the grandchildren equally.
3. If no children or grandchildren, to great grandchildren, equally.
4. Decedent’s parents equally, or to the surviving parent if one is deceased.
5. Brothers and sisters equally (half-brothers and sisters are considered the same as full brothers and sisters) with provision that if any brothers or sisters are deceased, their share passes to their children equally.
6. Grandparents, equally, or to the surviving grandparents if any are deceased.
7. Descendants of grandparents, such as aunts, uncles and cousins.
8. Descendants of a predeceased spouse (step-children).
9. Parents or the surviving parent of a predeceased spouse.
10. Descendants of the parents of a predeceased spouse, such as brother-in-law, sister-in-law or that person’s children.
11. Next of kin or nearest relative.
12. Next of kin or nearest relative of a predeceased spouse.
13. If none of the above, to the State of California.
For Married Decedents All community property and quasi-community property passes entirely to the surviving spouse.
1. Spouse or domestic partner and children: One-half to spouse or domestic partner and one-half to one child if there is only one child. If there is more than one child, one-third goes to the spouse or domestic partner and two-thirds to the children, in equal shares.
2. If there are no children or grandchildren (if there is a deceased child, the children of the deceased child take his or her share), then one-half to the spouse and one-half to the decedent’s parents equally, or one-half to the surviving parent if one parent is deceased.
3. If there are no children, grandchildren, or parents of the deceased, then one-half goes to the spouse and one-half to the decedents’ brothers and sisters, equally (half-brothers and half-sisters share equally with full brothers and sisters). If there are any deceased brothers or sisters, the children of the deceased brother or sister take their parent’s share, equally.
4. If there are no children, grandchildren, parents, brothers or sisters, nieces or nephews, then all of the separate property passes to the surviving spouse.
For Domestic Partner Decedents: If a person dies and is survived by a domestic partner, the domestic partner inherits the same as a surviving spouse when the deceased spouse owned separate property. This would be one-half, one-third, or all of the assets of the deceased partner, depending on whether the deceased partner was survived by children, grandchildren, parents, brothers, and sister, nieces and nephews, or no relative.
To qualify as a domestic partner, the parties must have completed and filed with the California Secretary of State a Declaration of Domestic Partnership form( http://www.sos.ca.gov/dpregistry/forms/sf-dp1.pdf ) and not revoked this prior to death.
What is the disadvantage of avoiding probate administration?
When an estate goes through probate administration, special notification must be given to creditors of the estate of the decedent. When the probate administration is completed and the estate is closed, creditors can no longer pursue any remedies against the beneficiaries or heirs.
Without probate administration, the beneficiaries or heirs may still be subject to the decedent’s debts.
For example, a person to whom payment, delivery, or transfer of the decedent’s personal property is made by affidavit or declaration may be personally liable for the unsecured debts of the decedent (but only to the extent of the value of the personal property) (Cal. Prob. Code § 13109).
Similarly, a person who receives real property pursuant to the petition procedure is personally liable for the unsecured debts of the decedent. The personal liability, however, cannot exceed the fair market value at the date of the decedent’s death (less the amount of any liens and encumbrances on the property) (Cal. Prob. Code § 13156).
In addition, a person who receives real property valued at $20,000 or less pursuant to the affidavit process is also personally liable for the unsecured debts of the decedent (but only to the extent of the value of the personal property less any liens) (Cal. Prob. Code § 13204).
The information contained herein is believed accurate as of July 23, 2007.  It is intended to provide general answers to general questions and is not intended as a substitute for individual legal advice. Advice in specific situations may differ depending upon a wide variety of factors. Therefore, readers with specific legal questions should seek the advice of an attorney.

References: §18080
 § 13050
 § 13100
 § 100
 § 13101
 § 13101
 § 13115
 § 13200
 § 13200
 § 13152
 § 13200
 § 13200
 § 13200
 § 13200
 § 13200
 § 240
 § 13109
 § 13156
 § 13204