Source: https://www.scribd.com/doc/142107475/Misc-Calif-Probate-Forms
Timestamp: 2016-02-11 07:36:18
Document Index: 651667850

Matched Legal Cases: ['§ 8920', '§ 8404', '§ 8404', '§ 2610', '§ 2611', '§ 7621', '§ 1001', '§ 2015', '§ 10400', '§ 10580']

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ATTORNEY FOR (Name) :
COURTHOUSE ADDRESS: Estate of:
APPLICATION AND ORDER APPPOINTING PROBATE REFEREE
It is requested that a Probate Referee be appointed to appraise the assets of the above-entitled estate consisting of the following approximate values:
1. CASH 2. REAL ESTATE 3. PERSONAL PROPERTY REMARKS
Dated: IT IS ORDERED that (name):
a disinterested person is appointed Probate Referee to appraise the above-entitled estate. The Probate Referee is authorized to establish the fair market value of the estate as of the date of death of the decedent, or as of the date of appointment of a conservator or guardian, under the laws of the State of California.
PRO 001 01-02
Probate Code § 8920
Probate Code, § 8404
CONFIDENTIAL INFORMATION: If required to do so by local court rule, you must provide your date of birth and driver's license number on supplemental Form DE-147S. (Prob. Code, § 8404(b).)
6. 7. 8. (Complete in all cases. Must be signed by attorney for fiduciary, or by fiduciary without an attorney.) Bond is waived, or the sole fiduciary is a corporate fiduciary or an exempt government agency. Bond filed in the amount of: $ Sufficient Insufficient Receipts for: $ have been filed with the court for deposits in a blocked account at (specify institution and location):
(TYPE OR PRINT NAME) (SIGNATURE OF ATTORNEY OR PARTY WITHOUT ATTORNEY) Page 1 of 2 Form Adopted for Mandatory Use Judicial Council of California DE-160/GC-040 [Rev. January 1, 2007] Probate Code, §§ 2610-2616, 8800-8980; Cal. Rules of Court, rule 7.501 www.courtinfo.ca.gov
1. See Probate Code section 8850 for items to be included in the inventory. 2. If the minor or conservatee is or has been during the guardianship or conservatorship confined in a state hospital under the jurisdiction of the State Department of Mental Health or the State Department of Developmental Services, mail a copy to the director of the appropriate department in Sacramento. (Prob. Code, § 2611.) 3. The representative, guardian, conservator, or small estate claimant shall list on Attachment 1 and appraise as of the date of death of the decedent or the date of appointment of the guardian or conservator, at fair market value, moneys, currency, cash items, bank accounts and amounts on deposit with each financial institution (as defined in Probate Code section 40), and the proceeds of life and accident insurance policies and retirement plans payable upon death in lump sum amounts to the estate, except items whose fair market value is, in the opinion of the representative, an amount different from the ostensible value or specified amount. 4. The representative, guardian, conservator, or small estate claimant shall list in Attachment 2 all other assets of the estate which shall be appraised by the referee. 5. If joint tenancy and other assets are listed for appraisal purposes only and not as part of the probate estate, they must be separately listed on additional attachments and their value excluded from the total valuation of Attachments 1 and 2. 6. Each attachment should conform to the format approved by the Judicial Council. (See Inventory and Appraisal Attachment (form DE-161/GC-041) and Cal. Rules of Court, rules 2.100—2.119.)
1. The last will of the decedent named above having been proved, the court appoints (name): executor. a. b. administrator with will annexed. The court appoints (name): a. b. administrator of the decedent's estate. special administrator of decedent's estate (1) with the special powers specified in the Order for Probate. (2) with the powers of a general administrator. (3) letters will expire on (date): 1.
PUBLIC ADMINISTRATOR: No affirmation required (Prob. Code, § 7621(c)). INDIVIDUAL: I solemnly affirm that I will perform the duties of personal representative according to law. INSTITUTIONAL FIDUCIARY (name): I solemnly affirm that the institution will perform the duties of personal representative according to law. I make this affirmation for myself as an individual and on behalf of the institution as an officer. (Name and title):
The personal representative is authorized to administer the estate under the Independent Administration of Estates Act with full authority with limited authority (no authority, without court supervision, to (1) sell or exchange real property or (2) grant an option to purchase real property or (3) borrow money with the loan secured by an encumbrance upon real property). The personal representative is not authorized to take possession of money or any other property without a specific court order.
4. Executed on (date): at (place):
I certify that this document is a correct copy of the original on file in my office and the letters issued the personal representative appointed above have not been revoked, annulled, or set aside, and are still in full force and effect.
Probate Code, §§ 1001, 8403, 8405, 8544, 8545; Code of Civil Procedure, § 2015.6
NOTICE OF PROPOSED ACTION Independent Administration of Estates Act Objection
NOTICE: If you do not object in writing or obtain a court order preventing the action proposed below, you will be treated as if you consented to the proposed action and you may not object after the proposed action has been taken. If you object, the personal representative may take the proposed action only under court supervision. An objection form is on the reverse. If you wish to object, you may use the form or prepare your own written objection. 1. The personal representative (executor or administrator) of the estate of the deceased is (names):
2. The personal representative has authority to administer the estate without court supervision under the Independent Administration of Estates Act (Prob. Code, § 10400 et seq.) a. with full authority under the act. b. with limited authority under the act (there is no authority, without court supervision, to (1) sell or exchange real property or (2) grant an option to purchase real property or (3) borrow money with the loan secured by an encumbrance upon real property). 3. On or after (date): , the personal representative will take the following action without court supervision (describe in specific terms here or in Attachment 3): The proposed action is described in an attachment labeled Attachment 3.
Real property transaction (Check this box and complete item 4b if the proposed action involves a sale or exchange or a grant of an option to purchase real property.) a. The material terms of the transaction are specified in item 3, including any sale price and the amount of or method of calculating any commission or compensation to an agent or broker. b. $ is the value of the subject property in the probate inventory. No inventory yet.
NOTICE: A sale of real property without court supervision means that the sale will NOT be presented to the court for confirmation at a hearing at which higher bids for the property may be presented and the property sold to the highest bidder. (Continued on reverse)
Form Approved by the Judicial Council of California DE-165 [Rev. January 1, 1998]
Objection—Consent (Probate)
Probate Code, § 10580 et seq.
5. If you OBJECT to the proposed action a. Sign the objection form below and deliver or mail it to the personal representative at the following address (specify name and address):
OR b. Send your own written objection to the address in item 5a. (Be sure to identify the proposed action and state that you object to it.) OR c. Apply to the court for an order preventing the personal representative from taking the proposed action without court supervision. d. NOTE: Your written objection or the court order must be received by the personal representative before the date in the box in item 3, or before the proposed action is taken, whichever is later. If you object, the personal representative may take the proposed action only under court supervision. 6. If you APPROVE the proposed action, you may sign the consent form below and return it to the address in item 5a. If you do not object in writing or obtain a court order, you will be treated as if you consented to the proposed action. 7. If you need more INFORMATION, call (name): (telephone): Date:
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