Estate and Probate
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Order Determining Succession to Real Property (Estates of $150,000 or Less)
Order Determining Succession to Real Property (Estates of $150,000 or Less)
Order Confirming Sale of Real Property
Order Confirming Sale of Real Property
Order Appointing Guardian Ad Litem – Probate [same as GC-101]
Order Appointing Guardian Ad Litem – Probate [same as GC-101]
Notice of Proposed Action (Objection-Consent)
Notice of Proposed Action (Objection-Consent)
Notice of Petition to Administer Estate (Probate—Decedents’ Estates)
Notice of Petition to Administer Estate (Probate—Decedents’ Estates)
Notice of Hearing—Decedent’s Estate or Trust (Probate—Decedents’ Estates)
Notice of Hearing—Decedent’s Estate or Trust (Probate—Decedents’ Estates)
Notice of Administration to Creditors
Notice of Administration to Creditors
Inventory and Appraisal Attachment [same as GC-041]
Inventory and Appraisal Attachment [same as GC-041]
Ex Parte Petition for Final Discharge and Order (Probate—Decedents’ Estates and Conservatorships and Guardianships)
Ex Parte Petition for Final Discharge and Order (Probate—Decedents’ Estates and Conservatorships and Guardianships)
Ex Parte Petition for Authority to Sell Securities and Order [same as GC-070]
Ex Parte Petition for Authority to Sell Securities and Order [same as GC-070]
Ex Parte Petition for Approval of Sale of Personal Property and Order [same as GC-075
Ex Parte Petition for Approval of Sale of Personal Property and Order [same as GC-075
Duties and Liabilities of Personal Representative – California
The personal representative has three kinds of duties to the estate and its beneficiaries:
- the duty to be impartial (that is, not to favor the interests of one party over another);
- the duty of undivided loyalty (not to put one’s own interests in conflict with the interests of the estate); and
- the duty to administer the estate with care and prudence
The PR also has specific duties, including:
- collecting and taking an inventory of the assets of the estate;
- managing these assets during the period of administration and paying the estate bills, including claims of creditors, expenses of administration and any taxes; and
- making distribution to the heirs or the beneficiaries under a will.