Orange — Decedent's Estate - Formal Probate

Source: https://www.occourts.org/system/files/selfhelp/shc-pb-14.pdf

SUPERIOR COURT OF CALIFORNIA Self-Help Services COUNTY OF ORANGE www.occourts.org/self-help

DECEDENT'S ESTATE- FORMAL PROBATE

SELF-HELP FORM PACKET

Attention

New Probate Court and In-Person Location: Costa Mesa Justice Complex 3390 Harbor Boulevard Costa Mesa, CA 92626 SHC-PB-14 (Rev.1/02/26)

Self-Help Services can review your completed forms before you file them with the Court. To request review of your completed forms:

1. Complete the attached forms in black ink.
2. Scan your completed forms and save as a single PDF file.
3. Go to www.occourts.org/self-help (scroll down and click the teal button labeled Click Here to Contact Self-Help Services), attach the PDF, and complete the online request form. Make sure to select PROBATE as the case type on the form.

www.occourts.org/self-help

DECEDENT’S ESTATE Rev. 09/12/2025 FORMAL PROBATE COMMON WORDS OVERVIEW Administrator: The person A Decedent’s Estate refers to all property left behind when a person (or entity) that the court dies. This packet will cover how to obtain a court order through appoints as a representative of Formal Probate. the estate if there is no Will. Formal Probate is one way someone can obtain legal permission to Beneficiary: A person who manage a decedent's property. It is commonly used when a inherits when there is a Will decedent's estate value exceeds $166,250.00. However, exceptions and also inherits through may exist depending on whether the decedent was survived by a intestate succession. spouse or registered domestic partner, or the type of assets in the Decedent: The person who estate. These exceptions may allow you to achieve the same result of died. Formal Probate, but through a more simplified process. It can be difficult to determine whether your case falls within one of these Decedent’s Estate: All real exceptions. If you are unsure if Formal Probate is right for you, please and personal property that a reach out to us before completing this packet. person owned at the time of death. Currently, Decedent’s Estate hearing dates are typically scheduled 5-6 weeks out. Executor: A person named in a Will and appointed by the PROCEDURE court to carry out the Complete the Following Stepsdecedent’s wishes. File the Petition (DE-111)Heir: A person who inherits when there is no Will. A hearing will be set by the court Intestate: When someone dies without leaving a Will. Notice of Petition to Administer Estate (DE-121) is served, published in the attached Court approved newspaper list, and thenIntestate succession: The filed with the attached Proof of Serviceorder of who inherits property when someone dies without a Will. Review any Probate Notes posted to the case (these are available 2-3 weeks before the hearing) Petition: A document requesting that the court make Prepare for your hearing orders. Once a hearing is held:Petitioner: The person preparing and filing the Petition. A Personal Representative is appointed

Personal Representative: Petitioner submits Orders (DE-140) and Letters (DE-150) for The person appointed to Court approval manage the Estate.

Pg. 1

Petitioner files Duties and Liabilities of Personal Representative (DE-147) and (DE-147S) ROADMAP Petitioner files Inventory and Appraisal (DE-160)

Administrative duties are completed, including appraisals, payments made to creditors, and notifying government agencies

Petitioner files Final Accounting and Petition for Final Forms Distribution and serves Notice of Hearing (DE-120) with attached Proof of Service

Petitioner distributes Decedent’s Estate

Case closes with granting of Ex Parte Petition for Final Document Review Discharge and Order (DE-295)

Document Review

The Self-Help Probate Team offers a free optional document review service for self-represented litigants. As part of this service, an attorney or paralegal will review your documents for completion File before filing. Our staff cannot provide you with legal advice or strategy during this review. To have your completed documents reviewed, please attach them to your contact request here: www.occourts.org/self-help/

File Your Forms Service You may file your documents by choosing one of the following options:

• In Person:
o Costa Mesa Justice Complex, 3390 Harbor
Boulevard, Costa Mesa, CA 92626
• DropBox: Prepare for the Hearing
o Costa Mesa Justice Complex, 3390 Harbor
Boulevard, Costa Mesa, CA 92626
• Mail:
o Costa Mesa Justice Complex, ATTN: Probate Clerk,
3390 Harbor Boulevard, Costa Mesa, CA 92626
• E-filing:
o For additional information visit the court’s public
website: Hearing
https://www.occourts.org/online-
services/efiling/efiling-probate.html

Pg. 2

Rev. 09/12/2025

REVIEW EACH STEP CAREFULLY

Complete DE-111- Petition forStep 1:
Probate.
o You will be assigned a case
number, hearing date, time,
and department.START
For the DE-121- Notice of Petition
to Administer Estate:
o Complete Pg. 1 and only the
“Estate of” and “Case Number”YOUR CASE boxes at the top of Pg. 2.
o Probate hearings are held
remotely. You are required to

Forms in BOLD are attached and can be clicked inform any parties served of on to open and view electronically if you are this, so they don’t appear in reading this packet on an internet enabled device. person. The Remote Hearing Attachment included must be treated as part of DE-121.

Complete DE-142/DE-111- (A-3e)
Waiver of Bond by Heir or
Beneficiary.
o Do not use this form if a will
exists and bond is waived in
the will.
o If a will exists and bond is not
waived or no will exists, use
this form if all persons eligible
to receive a share of the estate
waive the bond. Each person
must sign their own form.

When a waiver of bond is requested,
complete L-0758- Declaration in
Support of Bond Waiver.

From the Court Approved Newspaper List: o Choose one newspaper where the decedent lived or owned property. List the newspaper you chose on DE-111, Pg. 1, Item 1.

DE-111 ATTORNEY OR PARTY WITHOUT ATTORNEY: STATE BAR NO.: FOR COURT USE ONLY NAME:

FIRM NAME:

STREET ADDRESS:

CITY: STATE: ZIP CODE:

TELEPHONE NO.: FAX NO.:

E-MAIL ADDRESS:

ATTORNEY FOR (name): SUPERIOR COURT OF CALIFORNIA, COUNTY OF ORANGE STREET ADDRESS: 3390 Harbor Boulevard MAILING ADDRESS: 3390 Harbor Boulevard CITY AND ZIP CODE: Costa Mesa 92626 BRANCH NAME: Costa Mesa Justice Complex

ESTATE OF (name): DECEDENT PETITION FOR Probate of Lost Will and for Letters Testamentary CASE NUMBER: Probate of Lost Will and for Letters of Administration with Will Annexed Letters of Administration Letters of Special Administration with general powers HEARING DATE AND TIME: DEPT.: Authorization to Administer Under the Independent Administration of Estates Act with limited authority

1. Publication will be in (specify name of newspaper): a. Publication requested. b. Publication to be arranged.
2. Petitioner (name each):

requests that a. decedent's will and codicils, if any, be admitted to probate. b. (name): be appointed (1) executor (2) administrator with will annexed (3) administrator (4) special administrator with general powers and Letters issue upon qualification. c. full limited authority be granted to administer under the Independent Administration of Estates Act. d. (1) bond not be required for the reasons stated in item 3e. (2) $ bond be fixed. The bond will be furnished by an admitted surety insurer or as otherwise provided by law. (Specify reasons in Attachment 2 if the amount is different from the maximum required by Prob. Code, § 8482.) (3) $ in deposits in a blocked account be allowed. Receipts will be filed. (Specify institution and location):

3. a. Decedent died on (date): at (place): (1) a resident of the county named above. (2) a nonresident of California and left an estate in the county named above located at (specify location permitting publication in the newspaper named in item 1):

   b. Decedent was a citizen of a country other than the United States (specify country): .

   c. Street address, city, and county of decedent's residence at time of death (specify):

Form Adopted for Mandatory Use PETITION FOR PROBATE Probate Code, §§ 8002, 10450; Judicial Council of California www.courts.ca.gov DE-111 [Rev. July 1, 2017] (Probate—Decedents Estates)

DE-111 ESTATE OF (name): CASE NUMBER: DECEDENT

3. d. Character and estimated value of the property of the estate (complete in all cases): (1) Personal property: $ (2) Annual gross income from (a) real property: $ (b) personal property: $ (3) Subtotal (add (1) and (2)): $ (4) Gross fair market value of real property: $ (5) (Less) Encumbrances: ( $ ) (6) Net value of real property: $ (7) Total (add (3) and (6)): $ e. (1) Will waives bond. Special administrator is the named executor, and the will waives bond. (2) All beneficiaries are adults and have waived bond, and the will does not require a bond. (Affix waiver as Attachment 3e(2).) (3) All heirs at law are adults and have waived bond. (Affix waiver as Attachment 3e(3).) (4) Sole personal representative is a corporate fiduciary or an exempt government agency. f. (1) Decedent died intestate. (2) Copy of decedent's will dated: codicil dated (specify for each): are affixed as Attachment 3f(2). (Include typed copies of handwritten documents and English translations of foreign- language documents.) The will and all codicils are self-proving (Prob. Code, § 8220). (3) The original of the will and/or codicil identified above has been lost. (Affix a copy of the lost will or codicil or a written statement of the testamentary words or their substance in Attachment 3f(3), and state reasons in that attachment why the presumption in Prob. Code, § 6124 does not apply.)

   g. Appointment of personal representative (check all applicable boxes): (1) Appointment of executor or administrator with will annexed: (a) Proposed executor is named as executor in the will and consents to act. (b) No executor is named in the will. (c) Proposed personal representative is a nominee of a person entitled to Letters. (Affix nomination as Attachment 3g(1)(c).) (d) Other named executors will not act because of death declination other reasons (specify): Continued in Attachment 3g(1)(d). (2) Appointment of administrator: (a) Petitioner is a person entitled to Letters. (If necessary, explain priority in Attachment 3g(2)(a).) (b) Petitioner is a nominee of a person entitled to Letters. (Affix nomination as Attachment 3g(2)(b).) (c) Petitioner is related to the decedent as (specify): (3) Appointment of special administrator requested. (Specify grounds and requested powers in Attachment 3g(3).) (4) Proposed personal representative would be a successor personal representative. h. Proposed personal representative is a (1) resident of California. (2) nonresident of California (specify permanent address): (3) resident of the United States. (4) nonresident of the United States.

DE-111 [Rev. July 1, 2017] PETITION FOR PROBATE Page 2 of 4 (Probate—Decedents Estates)

DE-111 ESTATE OF (name): CASE NUMBER: DECEDENT

4. Decedent's will does not preclude administration of this estate under the Independent Administration of Estates Act.

5. a. Decedent was survived by (check items (1) or (2), and (3) or (4), and (5) or (6), and (7) or (8)) (1) spouse. (2) no spouse as follows: (a) divorced or never married. (b) spouse deceased. (3) registered domestic partner. (4) no registered domestic partner. (See Fam. Code, § 297.5(c); Prob. Code, §§ 37(b), 6401(c), and 6402.) (5) child as follows: (a) natural or adopted. (b) natural adopted by a third party. (6) no child. (7) issue of a predeceased child. (8) no issue of a predeceased child.

   b. Decedent was was not survived by a stepchild or foster child or children who would have been adopted by decedent but for a legal barrier. (See Prob. Code, § 6454.)

6. (Complete if decedent was survived by (1) a spouse or registered domestic partner but no issue (only a or b apply), or (2) no spouse, registered domestic partner, or issue. (Check the first box that applies): a. Decedent was survived by a parent or parents who are listed in item 8. b. Decedent was survived by issue of deceased parents, all of whom are listed in item 8. c. Decedent was survived by a grandparent or grandparents who are listed in item 8. d. Decedent was survived by issue of grandparents, all of whom are listed in item 8. e. Decedent was survived by issue of a predeceased spouse, all of whom are listed in item 8. f. Decedent was survived by next of kin, all of whom are listed in item 8. g. Decedent was survived by parents of a predeceased spouse or issue of those parents, if both are predeceased, all of whom are listed in item 8. h. Decedent was survived by no known next of kin.

7. (Complete only if no spouse or issue survived decedent.) a. Decedent had no predeceased spouse. b. Decedent had a predeceased spouse who (1) died not more than 15 years before decedent and who owned an interest in real property that passed to decedent, (2) died not more than five years before decedent and who owned personal property valued at $10,000 or more that passed to decedent, (If you checked (1) or (2), check only the first box that applies): (a) Decedent was survived by issue of a predeceased spouse, all of whom are listed in item 8. (b) Decedent was survived by a parent or parents of the predeceased spouse who are listed in item 8. (c) Decedent was survived by issue of a parent of the predeceased spouse, all of whom are listed in item 8. (d) Decedent was survived by next of kin of the decedent, all of whom are listed in item 8. (e) Decedent was survived by next of kin of the predeceased spouse, all of whom are listed in item 8. (3) neither (1) nor (2) apply.

8. Listed on the next page are the names, relationships to decedent, ages, and addresses, so far as known to or reasonably ascertainable by petitioner, of (1) all persons mentioned in decedent's will or any codicil, whether living or deceased; (2) all persons named or checked in items 2, 5, 6, and 7; and (3) all beneficiaries of a trust named in decedent's will or any codicil in which the trustee and personal representative are the same person.

DE-111 [Rev. July 1, 2017] PETITION FOR PROBATE Page 3 of 4 (Probate—Decedents Estates)

DE-111 ESTATE OF (name): CASE NUMBER: DECEDENT

8. Name and relationship to decedent Age Address

   Continued on Attachment 8.

9. Number of pages attached:

Date:

(TYPE OR PRINT NAME OF ATTORNEY ) (SIGNATURE OF ATTORNEY ) *

• (Signatures of all petitioners are also required. All petitioners must sign, but the petition may be verified by any one of them (Prob. Code, §§ 1020, 1021; Cal. Rules of Court, rule 7.103).)

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Date:

(TYPE OR PRINT NAME OF PETITIONER) (SIGNATURE OF PETITIONER)

(TYPE OR PRINT NAME OF PETITIONER) (SIGNATURE OF PETITIONER)

Signatures of additional petitioners follow last attachment.

DE-111 [Rev. July 1, 2017] PETITION FOR PROBATE Page 4 of 4 (Probate—Decedents Estates

DE-121 ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address): FOR COURT USE ONLY

TELEPHONE NO.: FAX NO. (Optional):

E-MAIL ADDRESS (Optional):

ATTORNEY FOR (Name): SUPERIOR COURT OF CALIFORNIA, COUNTY OF ORANGE STREET ADDRESS: 3390 Harbor Boulevard MAILING ADDRESS: 3390 Harbor Boulevard CITY AND ZIP CODE: Costa Mesa 92626 BRANCH NAME: Costa Mesa Justice Complex

ESTATE OF (Name):

DECEDENT

NOTICE OF PETITION TO ADMINISTER ESTATE OF CASE NUMBER: (Name):

1. To all heirs, beneficiaries, creditors, contingent creditors, and persons who may otherwise be interested in the will or estate, or both, of (specify all names by which the decedent was known):

2. A Petition for Probate has been filed by (name of petitioner): in the Superior Court of California, County of (specify):

3. The Petition for Probate requests that (name): be appointed as personal representative to administer the estate of the decedent.

4. The petition requests the decedent's will and codicils, if any, be admitted to probate. The will and any codicils are available for examination in the file kept by the court.

5. The petition requests authority to administer the estate under the Independent Administration of Estates Act. (This authority will allow the personal representative to take many actions without obtaining court approval. Before taking certain very important actions, however, the personal representative will be required to give notice to interested persons unless they have waived notice or consented to the proposed action.) The independent administration authority will be granted unless an interested person files an objection to the petition and shows good cause why the court should not grant the authority.

6. A hearing on the petition will be held in this court as follows:

   a. Date: Time: Dept.: Room:

b. Address of court: same as noted above other (specify): See Attachment 6b 7. If you object to the granting of the petition, you should appear at the hearing and state your objections or file written objections with the court before the hearing. Your appearance may be in person or by your attorney. 8. If you are a creditor or a contingent creditor of the decedent, you must file your claim with the court and mail a copy to the personal representative appointed by the court within the later of either (1) four months from the date of first issuance of letters to a general personal representative, as defined in section 58(b) of the California Probate Code, or (2) 60 days from the date of mailing or personal delivery to you of a notice under section 9052 of the California Probate Code. Other California statutes and legal authority may affect your rights as a creditor. You may want to consult with an attorney knowledgeable in California law. 9. You may examine the file kept by the court. If you are a person interested in the estate, you may file with the court a Request for Special Notice (form DE-154) of the filing of an inventory and appraisal of estate assets or of any petition or account as provided in Probate Code section 1250. A Request for Special Notice form is available from the court clerk. 10. Petitioner Attorney for petitioner (name):

(Address):

(Telephone):

NOTE: If this notice is published, print the caption, beginning with the words NOTICE OF PETITION TO ADMINISTER ESTATE, and do not print the information from the form above the caption. The caption and the decedent's name must be printed in at least 8-point type and the text in at least 7-point type. Print the case number as part of the caption. Print items preceded by a box only if the box is checked. Do not print the italicized instructions in parentheses, the paragraph numbers, the mailing information, or the material on page 2.

Form Adopted for Mandatory Use NOTICE OF PETITION TO ADMINISTER ESTATE Probate Code, §§ 8100, 9100 Judicial Council of California www.courts.ca.gov DE-121 [Rev. January 1, 2013] (Probate—Decedents’ Estates)

DE-121 ESTATE OF (Name): CASE NUMBER:

DECEDENT

PROOF OF SERVICE BY MAIL

1. I am over the age of 18 and not a party to this cause. I am a resident of or employed in the county where the mailing occurred.

2. My residence or business address is (specify):

3. I served the foregoing Notice of Petition to Administer Estate on each person named below by enclosing a copy in an envelope addressed as shown below AND a. depositing the sealed envelope with the United States Postal Service on the date and at the place shown in item 4, with the postage fully prepaid.

b. placing the envelope for collection and mailing on the date and at the place shown in item 4 following our ordinary
business practices. I am readily familiar with this business's practice for collecting and processing correspondence for
mailing. On the same day that correspondence is placed for collection and mailing, it is deposited in the ordinary
course of business with the United States Postal Service, in a sealed envelope with postage fully prepaid.

4. a. Date mailed: b. Place mailed (city, state):

5. I served, with the Notice of Petition to Administer Estate, a copy of the petition or other document referred to in the notice.

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Date:

(TYPE OR PRINT NAME OF PERSON COMPLETING THIS FORM) (SIGNATURE OF PERSON COMPLETING THIS FORM)

NAME AND ADDRESS OF EACH PERSON TO WHOM NOTICE WAS MAILED

Name of person served Address (number, street, city, state, and zip code)

Continued on an attachment. (You may use form DE-121(MA) to show additional persons served.)

Assistive listening systems, computer-assisted real-time captioning, or sign language interpreter services are available upon request if at least 5 days notice is provided. Contact the clerk's office for Request for Accommodations by Persons With Disabilities and Order (form MC-410). (Civil Code section 54.8.)

DE-121 [Rev. January 1, 2013] NOTICE OF PETITION TO ADMINISTER ESTATE Page 2 of 2 (Probate—Decedents’ Estates)

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MC-025

SHORT TITLE: CASE NUMBER: Estate of: ATTACHMENT (Number): 6b

(This Attachment may be used with any Judicial Council form.)

The court is providing the convenience to appear for hearing by video using the court•s designated video platform. This is a no cost service to the public. Go to the Court•s website at The Superior Court of California - County of Orange (occourts.org) to appear remotely for Probate hearings and for remote hearing instructions. If you have difficulty connecting or are unable to connect to your remote hearing, call 657-622-8452 for assistance. If you prefer to appear in-person, you can appear in the department on the day/time set for your hearing.

(If the item that this Attachment concerns is made under penalty of perjury, all statements in this Page 1 of 1 Attachment are made under penalty of perjury.) (Add pages as required)

Form Approved for Optional Use ATTACHMENT www.courtinfo.ca.gov Judicial Council of California MC-025 [Rev. July 1, 2009] to Judicial Council Form

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DE-121(MA)

ESTATE OF (Name): CASE NUMBER:

DECEDENT

ATTACHMENT TO NOTICE OF PETITION TO ADMINISTER ESTATE—PROOF OF SERVICE BY MAIL (This attachment is for use with form DE-121.)

NAME AND ADDRESS OF EACH PERSON TO WHOM NOTICE WAS MAILED

No. Name of person served Address (number, street, city, state, and zip code)

Form Approved for Optional Use ATTACHMENT TO NOTICE OF PETITION TO ADMINISTER ESTATE— Page of Judicial Council of California DE-121(MA) [New January 1, 2006] PROOF OF SERVICE BY MAIL www.courts.ca.gov (Probate—Decedents' Estates) For your protection and privacy, please press the Clear This Form button after you have printed the form. Print this form Save this form Clear this form

DE-142/DE-111(A-3e) ATTORNEY OR PARTY WITHOUT ATTORNEY: STATE BAR NO.: FOR COURT USE ONLY NAME:

FIRM NAME:

STREET ADDRESS:

CITY: STATE: ZIP CODE:

TELEPHONE NO.: FAX NO.:

E-MAIL ADDRESS:

ATTORNEY FOR (name): SUPERIOR COURT OF CALIFORNIA, COUNTY OF ORANGE STREET ADDRESS: 3390 Harbor Boulevard MAILING ADDRESS: 3390 Harbor Boulevard CITY AND ZIP CODE: Costa Mesa 92626 BRANCH NAME: Costa Mesa Justice Complex ESTATE OF (Name): , DECEDENT

WAIVER OF BOND BY HEIR OR BENEFICIARY CASE NUMBER:

Attachment 3e to Petition for Probate*

NOTICE: READ PARAGRAPHS A–G BEFORE YOU SIGN

A. A bond is a form of insurance to replace assets that may be mismanaged or stolen by the executor or administrator (the estate's personal representative). The cost of the bond is paid from the assets of the estate. B. A bond may not be required if the decedent's will admitted to probate waives a bond and the court approves. C. If the decedent's will does not waive bond, or if the decedent died without a will, the law ordinarily requires the personal representative to give a bond approved and ordered by the court. However, all persons eligible to receive a share of the estate may waive the requirement of a bond. If they all waive bond and the court approves, the personal representative will NOT have to give a bond. D. If bond is not ordered by the court, and the estate suffers loss because the personal representative fails to properly perform the duties of the office, the loss or some part of it may not be recoverable from the personal representative. If so, your share of the estate may be partly or entirely lost. E. You may waive the requirement of a bond by signing this form and delivering it to the petitioner for appointment of a personal representative or to the petitioner's attorney. Your waiver cannot be withdrawn after the court appoints the personal representative without requiring a bond. However, if you sign a waiver of bond, you may later petition the court to require a bond. F. A guardian ad litem or other legal representative with specific authority under law to waive bond must sign for a minor, an incapacitated person, an unascertained beneficiary, or a designated class of persons who are not ascertained or not yet in being. See Judicial Council forms DE-350 and DE-351 and Probate Code section 1003. G. If you do not understand this form, do not sign it until you have asked a lawyer (who is independent of the lawyer for the proposed personal representative) to explain it to you.

WAIVER

1. I have read and understand paragraphs A through G above.

2. I understand that before signing this form, I am free to consult with a lawyer of my choice concerning the possible consequences to me of waiving bond.

3. I understand that I do not have to waive bond to allow the estate administration to begin or proceed, or to receive my share of the estate.

4. I WAIVE the posting of bond in this estate by (name of personal representative):

Date:

(TYPE OR PRINT NAME OF BENEFICIARY (AND AUTHORIZED (SIGNATURE)
SIGNER, IF BENEFICIARY IS NOT AN INDIVIDUAL))

*(This form may be filed as an independent form (as form DE-142) OR as Attachment 3e(2) (will) or Attachment 3e(3) (intestacy) to the Petition for Probate (form DE-111) (as form DE-111(A-3e).)

Form Adopted for Mandatory Use WAIVER OF BOND BY HEIR OR BENEFICIARY Probatewww.courts.ca.govCode, § 8481Judicial Council of California DE-142/DE-111(A-3e) [Rev. July 1, 2017] (Probate—Decedents Estates) Page of

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L-0758

ATTORNEY OR PARTY WITHOUT ATTORNEY: STATE BAR NO.: FOR COURT USE ONLY NAME: FIRM NAME: STREET ADDRESS: CITY: STATE: ZIP CODE: TELEPHONE NO.: FAX NO.: E-MAIL ADDRESS: ATTORNEY FOR (name):

SUPERIOR COURT OF CALIFORNIA, COUNTY OF ORANGE COSTA MESA JUSTICE COMPLEX 3390 Harbor Boulevard Costa Mesa, CA 92626

IN THE MATTER OF: CASE NUMBER:

DECLARATION IN SUPPORT OF BOND WAIVER HEARING DATE:
(LOCAL RULE 603.07) DEPT.: TIME:

I/We, (name of petitioner(s)) _________________________________________________________, request bond be waived for my/our appointment as personal representative of the estate.

1. The decedent is expected to owe the following taxes:

   State income tax: $

   Federal income tax: $

   Real and personal property tax: $

   Total: $

2. The decedent owes or might owe money to (list only unsecured debts or possible debts):

   Maximum

   Name of Creditor Address Potential Liability Total:

Form Adopted for Mandatory Use DECLARATION IN SUPPORT OF BOND WAIVER Orange County Local Rule 603.07 L-0758 [Revised June 13, 2019] (LOCAL RULE 603.07) www.occourts.org

IN THE MATTER OF: CASE NUMBER:

3. The estate is expected to be: solvent insolvent

4. The efforts taken to obtain the above information were as follows:

   Reviewed decedent’s mail for days

   Reviewed current utility bills

   Reviewed current property tax bills

   Reviewed bank statements for the last months

   Reviewed most recent income tax returns

   Other:

I/We declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

(DATE)

(TYPE OR PRINT NAME) (SIGNATURE OF PETITIONER)

(TYPE OR PRINT NAME) (SIGNATURE OR PETITIONER)

L-0758 [Revised June 13, 2019] DECLARATION IN SUPPORT OF BOND WAIVER Page 2 of 2 (LOCAL RULE 603.07)

SUPERIOR COURT OF CALIFORNIA COUNTY OF ORANGE WWW.OCCOURTS.ORG

NEWSPAPERS OF GENERAL CIRCULATION (ADJUDICATED)

Pursuant to Section 6000-6027 of the Government Code, the Superior Court of California, County of Orange, has ruled that the following publications are newspapers of general circulation.¹

*ANAHEIM BULLETIN 1920 Main Street, Suite 225, 12/28/1951 714-796-7983 Irvine, CA 92614 scampos@scng.com

ANAHEIM PRESS 121 E. Chestnut Avenue, 12/13/2017 626-301-1010 Monrovia, CA 91016 legals@hlrmedia.com

BUENA PARK/ANAHEIM 5119 Ball Road 714-952-8505 10/18/1996 INDEPENDENT Cypress, CA 90630 info@localnewspapers.org

*CAPISTRANO VALLEY NEWS 1920 Main Street, Suite 225, 06/07/1984 714-796-7983 Irvine CA 92614 scampos@scng.com

COTO DE CAZA NEWS 1920 Main Street, Suite 225, 949-589-9990 08/29/1995 Irvine, CA 92614 mvlegals@yahoo.com *CURRENT 1920 Main Street, Suite 225, 714-796-7983 06/06/2003 Irvine CA 92614 scampos@scng.com

**DAILY PILOT N/A 888-881-6181 09/26/1961 lalegal@tribune.com *DANA POINT NEWS 1920 Main Street, Suite 225, 02/19/1998 714-796-7983 Irvine, CA 92614 scampos@scng.com

DANA POINT TIMES 34932 Calle Del Sol, Suite B 949-388-7700 X100 08/23/2018 Capistrano Beach, CA 92624 Legals@picketfencemedia.com EVENT NEWSPAPERS 5119 Ball Road 714-220-0292 06/23/2000 Cypress, CA 90630 info@localnewspapers.org *FOUNTAIN VALLEY VIEW 1920 Main Street, Suite 225, 07/01/1998 Irvine, CA 92614 714-796-7983 scampos@scng.com

*FULLERTON NEWS TRIBUNE 1920 Main Street, Suite 225, 02/09/1952 714-796-7983 Irvine, CA 92614 scampos@scng.com

¹The newspapers shall remain on this list until court’s ruling is vacated, modified, or set aside pursuant to GC 6024 Revised 06/2025 L-1116

SUPERIOR COURT OF CALIFORNIA COUNTY OF ORANGE WWW.OCCOURTS.ORG

NEWSPAPERS OF GENERAL CIRCULATION (ADJUDICATED)

Pursuant to Section 6000-6027 of the Government Code, the Superior Court of California, County of Orange, has ruled that the following publications are newspapers of general circulation.¹

**HUNTINGTON BEACH N/A 888-881-6181 08/26/1994 INDEPENDENT lalegal@tribune.com (Zoned area of Daily Pilot)

*HUNTINGTON BEACH WAVE 1920 Main Street, Suite 225, 07/01/1998 714-796-7983 Irvine, CA 92614 scampos@scng.com

HUNTINGTON HARBOUR SUN 216 Main Street 562-430-7555 07/26/1991 JOURNAL Seal Beach, CA 90740

HUNTINGTON VOICE 3010 E. Anaheim Street 562-438-5641 09/12/2007 Attn: Dee PFanstiel Long Beach, CA 90804

INDEPENDENT 5119 Ball Road 714-220-0292 12/05/2003 Cypress, CA 90630 info@localnewspapers.org

IRVINE ORACLE 3010 E. Anaheim Street 562-438-5641 02/08/2007 Attn: Dee PFanstiel Long Beach, CA 90804

*IRVINE WORLD NEWS 1920 Main Street, Suite 225, 08/23/1990 714-796-7983 Irvine, CA 92614 scampos@scng.com LADERA RANCH NEWS 23472 Vista Del Verde, #6 949-589-9990 12/30/2004 Coto de Caza, CA 92679 mvlegals@yahoo.com

**LAGUNA BEACH COAST LINE N/A 888-881-6181 07/27/1992 PILOT lalegal@tribune.com (Zoned area of Daily Pilot) *LAGUNA NEWS POST 1920 Main Street, Suite 225, 09/28/1967 714-796-7983 Irvine, CA 92614 scampos@scng.com

*LAGUNA NIGUEL NEWS 1920 Main Street, Suite 225, 02/19/1998 714-796-7983 Irvine, CA 92614 scampos@scng.com

¹The newspapers shall remain on this list until court’s ruling is vacated, modified, or set aside pursuant to GC 6024 Revised 06/2025 L-1116

SUPERIOR COURT OF CALIFORNIA COUNTY OF ORANGE WWW.OCCOURTS.ORG

NEWSPAPERS OF GENERAL CIRCULATION (ADJUDICATED)

Pursuant to Section 6000-6027 of the Government Code, the Superior Court of California, County of Orange, has ruled that the following publications are newspapers of general circulation.¹

*LAGUNA WOODS GLOBE 1920 Main Street, Suite 225, 714-796-7983 05/01/2006 Irvine, CA 92614 scampos@scng.com

MISSION VIEJO NEWS 23472 Vista del Verde, Suite 6 949-589-2333 07/06/2000 Coto de Caza, CA 92679 mvlegals@yahoo.com

NEWPORT NEWS 23472 Vista Del Verde, Suite 6 949-589-9990 07/15/1997 Coto De Caza, CA 92679 mvlegals@yahoo.com

NEWS ENTERPRISE 7441 Garden Grove Blvd., Suite G 714-894-2575 02/08/1994 Garden Grove, CA 92841 info@localnewspapers.org

NGUOI VIET DAILY NEWS, INC. 14771 Moran Street 714-892-9414 06/06/2011 Westminster, CA 92683

*ORANGE CITY NEWS 1920 Main Street, Suite 225, 08/17/1970 714-796-7983 Irvine CA 92614 scampos@scng.com

ORANGE COUNTY BUSINESS 18500 Von Karman Avenue, Suite 150 949-833-8373 04/24/1990 JOURNAL Irvine, CA 92612

ORANGE COUNTY NEWS 7441 Garden Grove Blvd., Suite G 714-894-2575 01/31/1978 Garden Grove, CA 92841 info@localnewspapers.org *ORANGE COUNTY REGISTER 01/18/1952 1920 Main Street, Suite 225, 714-796-7983 Irvine, CA 92614 scampos@scng.com ORANGE COUNTY REPORTER 600 W. Santa Ana Blvd., #205 714-543-2027 06/02/1922 Santa Ana, CA 92701

ORANGE VOICE 3010 E. Anaheim Street 562-438-5641 09/17/2007 Attn: Dee PFanstiel Long Beach, CA 90804

¹The newspapers shall remain on this list until court’s ruling is vacated, modified, or set aside pursuant to GC 6024 Revised 06/2025 L-1116

SUPERIOR COURT OF CALIFORNIA COUNTY OF ORANGE WWW.OCCOURTS.ORG

NEWSPAPERS OF GENERAL CIRCULATION (ADJUDICATED)

Pursuant to Section 6000-6027 of the Government Code, the Superior Court of California, County of Orange, has ruled that the following publications are newspapers of general circulation.¹

*PLACENTIA NEWS TIMES 1920 Main Street, Suite 225, 714-796-7983 10/26/1982 Irvine, CA 92614 scampos@scng.com

*SADDLEBACK VALLEY NEWS 1920 Main Street, Suite 225, 08/02/1988 714-796-7983 Irvine, CA 92614 scampos@scng.com

SAN CLEMENTE NEWS 23472 Vista Del Verde, #6 949-589-9990 03/21/2006 Coto de Caza, CA 92679 mvlegals@yahoo.com

SAN CLEMENTE TIMES 34932 Calle Del Sol, Suite B 949-388-7700 X100 08/23/2018 Capistrano Beach, CA 92624 Legals@picketfencemedia.com

SANTA ANA VOICE 3010 E. Anaheim Street 562-438-5641 09/17/2007 Attn: Dee PFanstiel Long Beach, CA 90804

SEAL BEACH SUN 216 Main Street 562-430-7555 02/24/1975 Seal Beach, CA 90740

*STAR PROGRESS 1920 Main Street, Suite 225, 714-796-7983 06/15/2001 Irvine, CA 92614 scampos@scng.com

*SUN POST NEWS 1920 Main Street, Suite 225, 714-796-7983 06/20/1994 Irvine, CA 92614 scampos@scng.com

*TUSTIN NEWS 1920 Main Street, Suite 225, 08/24/1928 714-796-7983 Irvine, CA 92614 scampos@scng.com

WESTMINSTER HERALD 5789 Westminster Blvd. 714-893-4501 01/31/1964 Westminster, CA 92683 info@localnewspapers.org

WESTMINSTER JOURNAL 7441 Garden Grove, Suite G 714-895-3484 11/12/1980 Garden Grove, CA 92841 info@localnewspapers.org

¹The newspapers shall remain on this list until court’s ruling is vacated, modified, or set aside pursuant to GC 6024 Revised 06/2025 L-1116

SUPERIOR COURT OF CALIFORNIA COUNTY OF ORANGE WWW.OCCOURTS.ORG

NEWSPAPERS OF GENERAL CIRCULATION (ADJUDICATED)

Pursuant to Section 6000-6027 of the Government Code, the Superior Court of California, County of Orange, has ruled that the following publications are newspapers of general circulation.¹

*YORBA LINDA STAR 1920 Main Street, Suite 225, 05/07/1952 714-796-7983 Irvine, CA 92614 scampos@scng.com

YORBA LINDA VOICE 3010 E. Anaheim Street 562-438-5641 09/12/2007 Attn: Dee PFanstiel Long Beach, CA 90804

*Orange County Register **Los Angeles Times

¹The newspapers shall remain on this list until court’s ruling is vacated, modified, or set aside pursuant to GC 6024 Revised 06/2025 L-1116

Rev. 09/12/2025

REVIEW EACH STEP CAREFULLY

Step 2: Filed DE-111- Petition for Probate o Make copies to serve each person listed on DE-111, Pg. 7, Item 8.PREPARE On your DE-121- Notice of Petition to Administer Estate: o Complete Item 6a. This will be your original.FOR YOUR Make the same number of o copies you made of DE-111 and one for the newspaper you chose for publication. Submit one copy to theHEARING o newspaper. Forms in BOLD are attached and can be clicked o An adult, not involved in the on to open and view electronically if you are case, must mail one copy of reading this packet on an internet enabled device. DE-111 and DE-121 to each person listed on DE-111, Pg. 7, Item 8. o The adult that helped you must complete Pg. 2 of your original DE-121. If more than 6 people need to be served, use Form DE-121 (MA).

Probate Notes
o Monitor your Probate Notes.
o If you need help clearing
them, sign up for the
Clearing Your Probate
Notes Workshop.

File your original DE-121
o Include Pg. 1, Pg. 2, Remote
Hearing Attachment, and if
necessary, DE-121 (MA).

Ensure the newspaper files proof of publication.

Rev. 1.2.26

SUPERIOR COURT OF CALIFORNIA, COUNTY OF ORANGE SELF-HELP SERVICES

CLEARING YOUR PROBATE NOTES WORKSHOP

About Us: When? Mondays We can help self-represented litigants correct 9:00 am – 11:00 am and clear Probate Notes — court comments Wednesdays & Thursdaysthat list issues or missing documents to be 1:00 pm – 3:00 pmcorrected Where? You Choose:Scan this QR Code Remote orIn-Person:to learn more about Costa Mesa Justice ComplexProbate Notes. 3390 Harbor Blvd., #220 Costa Mesa, CA 92626 Benefits: Do I Need to Register? Learn what Probate Notes are. Yes, you must register. Learn how to find your Probate Notes online. We are unable to assist walk-ins. Learn how to correct your Probate Notes. Ask questions about your Probate Notes. What Do I Need to Bring? Work on clearing your Probate Notes. Please bring a copy of your file. Plan for the next steps in your case. Avoid delays and move your case forward.

How Do I Register?

Monday Workshops Wednesday or Thursday Workshops
Offered in English and Spanish Offered in English, Spanish, Vietnamese,
Korean, and Chinese

Online: Online: Visit: www.occourts.org/self-help Email: clearingprobatenotes@eldrcenter.org Click “Contact Self-Help Services” Link: https://forms.gle/j3AK6NZ9ijki7F2X9 Complete the request form: QR Code: • Ask to register for the workshop • Select PROBATE case-type

Phone: 714-617-2939 These workshops are conducted in collaboration with Self-Help and hosted by: Elder Law & Disability Rights Center

Rev. 09/12/2025

REVIEW EACH STEP CAREFULLY

Step 3: Wait for the Minute Order of your hearing to be filed. A Minute Order is an overview of what happened at your hearing prepared by the Court. o You can check on its status byAFTER visiting the “Register of Actions” section here: https:// www occourts. R U/ JYOUR online-services/case- access Complete DE-140- Order.HEARING Complete DE-150- Letters. Forms in BOLD are attached and can be clicked Complete DE-147- Duties and on to open and view electronically if you are Liabilities of Personal reading this packet on an internet enabled device. Representative.

Complete DE-147S- Confidential

Statement of Birth Date and Driver’s License Number.

Complete L-1450- Agreement to

Appear.

File DE-140, DE-150, DE-147, DE-

147S, and L-1450.

Wait for the Court to process and sign DE-140 and DE-150. o You can check on their status by visiting the “Register of Actions” Section here: ƒ https:// Z Z Zoc F R X U W V R U J R Q O L Q H V H U Y L F H V D F F H V V ƒ Look for both to be listed as “FILED” not only “RECEIVED.” Once “FILED” you must request Certified Copies before moving to Step 4: Gather Assets.

DE-140 ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, state bar number, and address): TELEPHONE AND FAX NOS.: FOR COURT USE ONLY

ATTORNEY FOR (Name):

SUPERIOR COURT OF CALIFORNIA, COUNTY OF ORANGE STREET ADDRESS: 3390 Harbor Boulevard MAILING ADDRESS: 3390 Harbor Boulevard CITY AND ZIP CODE: Costa Mesa 92626 BRANCH NAME: Costa Mesa Justice Complex ESTATE OF (Name):

DECEDENT ORDER FOR PROBATE CASE NUMBER: ORDER Executor APPOINTING Administrator with Will Annexed Administrator Special Administrator Order Authorizing Independent Administration of Estate with full authority with limited authority WARNING: THIS APPOINTMENT IS NOT EFFECTIVE UNTIL LETTERS HAVE ISSUED.

1. Date of hearing: Time: Dept./Room: Judge: THE COURT FINDS
2. a. All notices required by law have been given. b. Decedent died on (date): (1) a resident of the California county named above. (2) a nonresident of California and left an estate in the county named above. c. Decedent died (1) intestate (2) testate and decedent's will dated: and each codicil dated: was admitted to probate by Minute Order on (date): THE COURT ORDERS
3. (Name): is appointed personal representative: a. executor of the decedent's will d. special administrator b. administrator with will annexed (1) with general powers c. administrator (2) with special powers as specified in Attachment 3d(2) (3) without notice of hearing (4) letters will expire on (date):

and letters shall issue on qualification. 4. a. Full authority is granted to administer the estate under the Independent Administration of Estates Act. b. Limited authority is granted to administer the estate under the Independent Administration of Estates 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). 5. a. Bond is not required. b. Bond is fixed at: $ to be furnished by an authorized surety company or as otherwise provided by law. c. Deposits of: $ are ordered to be placed in a blocked account at (specify institution and location): and receipts shall be filed. No withdrawals shall be made without a court order. Additional orders in Attachment 5c. d. The personal representative is not authorized to take possession of money or any other property without a specific court order. 6. (Name): is appointed probate referee. Date: JUDGE OF THE SUPERIOR COURT 7. Number of pages attached: SIGNATURE FOLLOWS LAST ATTACHMENT

Form Approved by the

Judicial Council of California ORDER FOR PROBATE Probate Code, §§ 8006, 8400 DE-140 [Rev. January 1, 1998] Mandatory Form [1/1/2000] For your protection and privacy, please press the Clear This Form button after you have printed the form. Print this form Save this form Clear this form

DE-150 ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, state bar number, and address): TELEPHONE AND FAX NOS.: FOR COURT USE ONLY

ATTORNEY FOR (Name):

SUPERIOR COURT OF CALIFORNIA, COUNTY OF ORANGE STREET ADDRESS: 3390 Harbor Boulevard MAILING ADDRESS: 3390 Harbor Boulevard CITY AND ZIP CODE: Costa Mesa 92626 BRANCH NAME: Costa Mesa Justice Complex ESTATE OF (Name):

DECEDENT
LETTERS CASE NUMBER:
TESTAMENTARY OF ADMINISTRATION
OF ADMINISTRATION WITH WILL ANNEXED SPECIAL ADMINISTRATION
LETTERS AFFIRMATION

1. The last will of the decedent named above having 1. PUBLIC ADMINISTRATOR: No affirmation required
   been proved, the court appoints (name): (Prob. Code, § 7621(c)).

   a. executor. 2. INDIVIDUAL: I solemnly affirm that I will perform the
   b. administrator with will annexed. duties of personal representative according to law.

2. The court appoints (name): 3. INSTITUTIONAL FIDUCIARY (name):

   a. administrator of the decedent's estate. I solemnly affirm that the institution will perform the
   b. special administrator of decedent's estate duties of personal representative according to law.
   (1) with the special powers specified I make this affirmation for myself as an individual and
   in the Order for Probate. on behalf of the institution as an officer.
   (2) with the powers of a general (Name and title):
   administrator.
   (3) letters will expire on (date):

3. 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 4. Executed on (date):
   court supervision, to (1) sell or exchange real property at (place): , California.
   or (2) grant an option to purchase real property or (3)
   borrow money with the loan secured by an
   encumbrance upon real property).
   (SIGNATURE)

4. The personal representative is not authorized to take
   CERTIFICATION possession of money or any other property without a
   I certify that this document is a correct copy of the original on specific court order.
   file in my office and the letters issued the personal
   representative appointed above have not been revoked,

WITNESS, clerk of the court, with seal of the court affixed. annulled, or set aside, and are still in full force and effect.

(SEAL) Date: (SEAL) Date:

Clerk, by Clerk, by

(DEPUTY) (DEPUTY)

Form Approved by the

Judicial Council of California LETTERS Probate Code, §§ 1001, 8403, DE-150 [Rev. January 1, 1998] (Probate) Code of Civil Procedure,8405, 8544,§ 2015.68545; Mandatory Form [1/1/2000]

privacy, please press the Clear This Form button after yo Print this form Save this form Clear this form

DE-147 ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address): FOR COURT USE ONLY

TELEPHONE NO.: FAX NO. (Optional):

E-MAIL ADDRESS (Optional):

ATTORNEY FOR (Name): SUPERIOR COURT OF CALIFORNIA, COUNTY OF ORANGE STREET ADDRESS: 3390 Harbor Boulevard MAILING ADDRESS: 3390 Harbor Boulevard CITY AND ZIP CODE: Costa Mesa 92626 BRANCH NAME: Costa Mesa Justice Complex

ESTATE OF (Name):

DECEDENT

DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE CASE NUMBER: and Acknowledgment of Receipt DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE When the court appoints you as personal representative of an estate, you become an officer of the court and assume certain duties and obligations. An attorney is best qualified to advise you about these matters. You should understand the following: 1. MANAGING THE ESTATE'S ASSETS a. Prudent investments You must manage the estate assets with the care of a prudent person dealing with someone else's property. This means that you must be cautious and may not make any speculative investments. b. Keep estate assets separate You must keep the money and property in this estate separate from anyone else's, including your own. When you open a bank account for the estate, the account name must indicate that it is an estate account and not your personal account. Never deposit estate funds in your personal account or otherwise mix them with your or anyone else's property. Securities in the estate must also be held in a name that shows they are estate property and not your personal property. c. Interest-bearing accounts and other investments Except for checking accounts intended for ordinary administration expenses, estate accounts must earn interest. You may deposit estate funds in insured accounts in financial institutions, but you should consult with an attorney before making other kinds of investments. d. Other restrictions There are many other restrictions on your authority to deal with estate property. You should not spend any of the estate's money unless you have received permission from the court or have been advised to do so by an attorney. You may reimburse yourself for official court costs paid by you to the county clerk and for the premium on your bond. Without prior order of the court, you may not pay fees to yourself or to your attorney, if you have one. If you do not obtain the court's permission when it is required, you may be removed as personal representative or you may be required to reimburse the estate from your own personal funds, or both. You should consult with an attorney concerning the legal requirements affecting sales, leases, mortgages, and investments of estate property. 2. INVENTORY OF ESTATE PROPERTY a. Locate the estate's property You must attempt to locate and take possession of all the decedent's property to be administered in the estate. b. Determine the value of the property You must arrange to have a court-appointed referee determine the value of the property unless the appointment is waived by the court. You, rather than the referee, must determine the value of certain "cash items." An attorney can advise you about how to do this. c. File an inventory and appraisal Within four months after Letters are first issued to you as personal representative, you must file with the court an inventory and appraisal of all the assets in the estate.

Form Adopted for Mandatory Use DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE Probate Code, § 8404 Judicial Council of California DE-147 [Rev. January 1, 2002] (Probate)

ESTATE OF (Name): CASE NUMBER:

DECEDENT

d. File a change of ownership At the time you file the inventory and appraisal, you must also file a change of ownership statement with the county recorder or assessor in each county where the decedent owned real property at the time of death, as provided in section 480 of the California Revenue and Taxation Code. 3. NOTICE TO CREDITORS You must mail a notice of administration to each known creditor of the decedent within four months after your appointment as personal representative. If the decedent received Medi-Cal assistance, you must notify the State Director of Health Services within 90 days after appointment. 4. INSURANCE You should determine that there is appropriate and adequate insurance covering the assets and risks of the estate. Maintain the insurance in force during the entire period of the administration. 5. RECORD KEEPING a. Keep accounts You must keep complete and accurate records of each financial transaction affecting the estate. You will have to prepare an account of all money and property you have received, what you have spent, and the date of each transaction. You must describe in detail what you have left after the payment of expenses. b. Court review Your account will be reviewed by the court. Save your receipts because the court may ask to review them. If you do not file your accounts as required, the court will order you to do so. You may be removed as personal representative if you fail to comply. 6. CONSULTING AN ATTORNEY If you have an attorney, you should cooperate with the attorney at all times. You and your attorney are responsible for completing the estate administration as promptly as possible. When in doubt, contact your attorney.

NOTICE: 1. This statement of duties and liabilities is a summary and is not a complete statement of the law. Your conduct as a personal representative is governed by the law itself and not by this summary. 2. If you fail to perform your duties or to meet the deadlines, the court may reduce your compensation, remove you from office, and impose other sanctions.

ACKNOWLEDGMENT OF RECEIPT

1. I have petitioned the court to be appointed as a personal representative.

2. My address and telephone number are (specify):

3. I acknowledge that I have received a copy of this statement of the duties and liabilities of the office of personal

representative.

Date:

(TYPE OR PRINT NAME) (SIGNATURE OF PETITIONER)

Date:

(TYPE OR PRINT NAME) (SIGNATURE OF PETITIONER)

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).)

DE-147 [Rev. January 1, 2002] DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE Page 2 of 2 (Probate) For your protection and privacy, please press the Clear This Form button after you have printed the form. Print this form Save this form Clear this form

CONFIDENTIAL DE-147S ESTATE OF (Name): CASE NUMBER:

DECEDENT

CONFIDENTIAL STATEMENT OF BIRTH DATE AND DRIVER'S LICENSE NUMBER

(Supplement to Duties and Liabilities of Personal Representative (Form DE-147))

(NOTE: This supplement is to be used if the court by local rule requires the personal representative to provide a birth date and driver's license number. Do not attach this supplement to Form DE-147.)

This separate Confidential Statement of Birth Date and Driver's License Number contains confidential information relating to the personal representative in the case referenced above. This supplement shall be kept separate from the Duties and Liabilities of Personal Representative filed in this case and shall not be a public record.

INFORMATION ON THE PERSONAL REPRESENTATIVE:

1. Name:

2. Date of birth:

3. Driver's license number: State:

   TO COURT CLERK:

   THIS STATEMENT IS CONFIDENTIAL. DO NOT FILE

   THIS CONFIDENTIAL STATEMENT IN A PUBLIC COURT FILE.

Form Adopted for Mandatory CONFIDENTIAL SUPPLEMENT TO DUTIES AND Probate Code, § 8404 Judicial Council of California DE-147S [New January 1, 2001] LIABILITIES OF PERSONAL REPRESENTATIVE (Probate) For your protection and privacy, please press the Clear This Form button after you have printed the form. Print this form Save this form Clear this form

ATTORNEY OR PARTY WITHOUT ATTORNEY (Name & Address): FOR COURT USE ONLY

Telephone No.: Fax No. (Optional): E-Mail Address: ATTORNEY FOR (Name): Bar No:

SUPERIOR COURT OF CALIFORNIA, COUNTY OF ORANGE COSTA MESA JUSTICE CENTER 3390 Harbor Blvd. Costa Mesa, CA 92626-1554 IN THE MATTER OF:

AGREEMENT TO APPEAR AND COMPLY CASE NUMBER:
(Probate)

I, (name) ______________________________________________, as attorney of record for

petitioner, (name) _________________________________________, understand that I am subject to court order requiring me to appear. I agree to appear on (date) __________________ at (time) ______________ in Department _________ unless the matter is vacated or recommended off-calendar. I further understand that it is my responsibility to check the court’s website shortly before the hearing date for possible changes to the assigned date, time, and department, and I agree to appear if the review hearing is moved but remains on calendar. In addition, I understand that (1) if the matter remains on calendar and I do not appear, the court may sanction me, and (2) if I have not filed required documents by the date of the review hearing and do not have good cause for my failure, the court may sanction me. Finally, I understand that if I am relieved as counsel before this review hearing, I am still subject to the order to return, and if I fail to ensure that someone appears at the review hearing, the court may sanction me.

I, (name) ______________________________________________, as self-represented

petitioner, understand that I am subject to court order requiring me to appear. I agree to appear on (date) _______________ at (time) ___________ in Department ________ unless the matter is vacated or recommended off-calendar. I further understand that it is my responsibility to check the court’s website shortly before the hearing date for possible changes to the assigned date, time, and department, and I agree to appear if the review hearing is moved but remains on calendar. In addition, I understand that (1) if the matter remains on calendar and I do not appear, the court may sanction me, and (2) if I have not filed required documents by the date of the review hearing and do not have good cause for my failure, the court may sanction me.

Dated: ________________________

SIGN

(TYPE OR PRINT NAME) (SIGNATURE OF PETITIONER)

Dated: ____________________

SIGN

(TYPE OR PRINT NAME) (SIGNATURE OF ATTORNEY)

Approved for Optional Use AGREEMENT TO APPEAR AND COMPLY www.occourts.orgL-1450 (Rev. April 11, 2024) (Probate)

Rev. 09/12/2025

REVIEW EACH STEP CAREFULLY

Step 4: Complete all applicable items on the Administrative Duties Checklist.

Complete DE-160- Inventory and
Appraisal and DE-161-InventoryGATHER and Appraisal Attachment.

Complete Final Accounting and
Petition for Final Distribution.ASSETS There are no court forms for o
these. Both must be
completed on Pleading Forms in BOLD are attached and can be clicked
Paper. Pleading Paper is on to open and view electronically if you are
used to describe the format reading this packet on an internet enabled device.
of a legal document that has
numbers 1-28 on the left side
margin.

If the tasks above can be completed
before the next scheduled hearing
date, you may request that it be
rescheduled to an earlier date by
completing L-0836- Request for
Expedited Hearing on Petition
for Final Distribution.

Once the Court approves the Final
Accounting and Petition for Final
Distribution, begin to distribute
property to persons receiving
property from the estate. Each
person must sign a receipt and all
receipts must be filed with the
Court.
o Receipts must be prepared
on Pleading Paper.

After distribution is completed, request
that the Court close the case and
discharge the Personal Representative
of responsibilities by completing DE-
295- Ex Parte Petition for Final
Discharge and Order.

Rev. 09/12/2025

ADMINISTRATIVE DUTIES CHECKLIST

Check Decedent’s mail and personal belongings for any outstanding bills, bank accounts,
investments, and other possible financial interests.
o Any proceeds should be transferred to an estate bank account. You cannot spend
or give it to anyone yet.

If real property (for example, a house or vacant land) is part of the Decedent’s Estate and no
Probate Referee was assigned on your Order for Probate, complete L-0042- Application
and Order Appointing Probate Referee.

If real property is part of the Decedent’s Estate, complete a Change in Ownership Statement
– Death of Real Property Owner and if the property is to be distributed to a child or
grandchild, also complete a Claim for Reassessment Exclusion for Transfer between Parents
and Child or a Claim for Reassessment Exclusion for Transfer between Grandparent and
Grandchild.
o You can find these forms here:
https://www.ocassessor.gov/forms
o These forms are not filed with the Court.

Within four months after you are appointed, complete DE-160- Inventory and Appraisal
and if applicable, DE-161- Inventory and Appraisal Attachment.
o If real property is part of the Decedent’s Estate, list the legal description and address
of any real property leaving the value blank. Send this form to the appointed Probate
Referee. Once it is returned with the appraised value, file it with the Court.

Complete and send DE-157- Notice of Administration of the Estate to all known
creditors.
o This form is not filed with the Court.

If a person inheriting is currently incarcerated or was formerly incarcerated, the California
Victim Compensation Board must be informed no later than 90 days after the date DE-150-
Letters are signed by a Judge. You can learn more here:
o Information for Offenders - CA Victim Compensation Board

Determine if you need to provide notice of death to the California Department of Health Care
Services. You can learn more here:
o Estate Recovery (ca.gov)

Send notice of death to the Franchise Tax Board no later than 90 days after the date DE-
150- Letters are signed by a Judge. You can learn more here:
o Deceased person (Decedent) | FTB.ca.gov

If income was earned by the decedent prior to death, personal income state and federal taxes
may need to be filed.
o If you are unsure, discuss your case with a lawyer or Certified Public Accountant.

Determine whether an Estate Tax Return or Administrator Income Tax Return must be filed
in your case.
o If you are unsure, discuss your case with a lawyer or Certified Public Accountant.

This checklist provides the basic information needed to administer a general probate estate with real property. It does not provide legal advice or take place of consulting with a lawyer.

SUPERIOR COURT OF CALIFORNIA, COUNTY OF ORANGE 700 Civic Center Drive West Santa Ana, CA 92701

Print This Form Clear This Form (R12/16)

DE-160/GC-040 ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address): FOR COURT USE ONLY

TELEPHONE NO.: FAX NO. (Optional):

E-MAIL ADDRESS (Optional):

ATTORNEY FOR (Name):

SUPERIOR COURT OF CALIFORNIA, COUNTY OF ORANGE STREET ADDRESS: 3390 Harbor Boulevard MAILING ADDRESS: 3390 Harbor Boulevard CITY AND ZIP CODE: Costa Mesa 92626 BRANCH NAME: Costa Mesa Justice Complex

ESTATE OF (Name):

DECEDENT CONSERVATEE MINOR

INVENTORY AND APPRAISAL CASE NUMBER:
Partial No.: Corrected Date of Death of Decedent or of Appointment of Guardian or
Final Reappraisal for Sale Conservator:
Supplemental Property Tax Certificate

APPRAISALS

1. Total appraisal by representative, guardian, or conservator (Attachment 1): $

2. Total appraisal by referee (Attachment 2): $ TOTAL: $

   DECLARATION OF REPRESENTATIVE, GUARDIAN, CONSERVATOR, OR SMALL ESTATE CLAIMANT

3. Attachments 1 and 2 together with all prior inventories filed contain a true statement of all a portion of the estate that has come to my knowledge or possession, including particularly all money and all just claims the estate has against me. I have truly, honestly, and impartially appraised to the best of my ability each item set forth in Attachment 1.

4. No probate referee is required by order of the court dated (specify):

5. Property tax certificate. I certify that the requirements of Revenue and Taxation Code section 480 a. are not applicable because the decedent owned no real property in California at the time of death. b. have been satisfied by the filing of a change of ownership statement with the county recorder or assessor of each county in California in which the decedent owned property at the time of death.

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Date:

(TYPE OR PRINT NAME; INCLUDE TITLE IF CORPORATE OFFICER) (SIGNATURE)

STATEMENT ABOUT THE BOND
(Complete in all cases. Must be signed by attorney for fiduciary, or by fiduciary without an attorney.)

6. Bond is waived, or the sole fiduciary is a corporate fiduciary or an exempt government agency.

7. Bond filed in the amount of: $ Sufficient Insufficient

8. Receipts for: $ have been filed with the court for deposits in a blocked account at (specify
   institution and location):

Date:

(TYPE OR PRINT NAME) (SIGNATURE OF ATTORNEY OR PARTY WITHOUT ATTORNEY)

Form Adopted for Mandatory Judicial Council of California Use INVENTORY AND APPRAISAL Probate Code,Cal.§§Rules2610-2616,of Court,8800-8980;rule 7.501 DE-160/GC-040 [Rev. January 1, 2007] www.courtinfo.ca.gov

DE-160/GC-040 ESTATE OF (Name): CASE NUMBER:

DECEDENT CONSERVATEE MINOR

DECLARATION OF PROBATE REFEREE
9. I have truly, honestly, and impartially appraised to the best of my ability each item set forth in Attachment 2.
10. A true account of my commission and expenses actually and necessarily incurred pursuant to my appointment is:
Statutory commission: $
Expenses (specify): $
TOTAL: $

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Date:

(TYPE OR PRINT NAME) (SIGNATURE OF REFEREE)

INSTRUCTIONS

(See Probate Code sections 2610-2616, 8801, 8804, 8852, 8905, 8960, 8961, and 8963 for additional instructions.)

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 Attach- ment (form DE-161/GC-041) and Cal. Rules of Court, rules 2.100—2.119.)

DE-160/GC-040 [Rev. January 1, 2007] INVENTORY AND APPRAISAL Page 2 of 2

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DE-161, GC-041 ESTATE OF (name): CASE NUMBER:

INVENTORY AND APPRAISAL ATTACHMENT NO.:

(In decedents' estates, attachments must conform to Probate Code Page: of: total pages. section 8850(c) regarding community and separate property.) (Add pages as required.)

Item No. Description Appraised value

1. $

Form Approved by the INVENTORY AND APPRAISAL ATTACHMENT Probate Code, §§ 301,Judicial Council of California 2610-2613, 8800-8920, 10309 DE-161, GC-041 [Rev. January 1, 1998]

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8 SUPERIOR COURT OF THE STATE OF CALIFORNIA

9 COUNTY OF ORANGE 10 COSTA MESA JUSTICE COMPLEX

11 In Re the Matter of: ) Case No.: __________________________ 12 ) ) __________________________ 13 ) __________________________ )14 ______________________________, Date: __________________________ ) 15 ) Time: __________________________ ) Dept: __________________________16 ) 17

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21 22 I declare under penalty of perjury under the laws of the State of California that the foregoing is 23 true and correct.

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DE-157

NOTICE OF ADMINISTRATION OF THE ESTATE OF

(NAME)

DECEDENT

NOTICE TO CREDITORS

1. (Name):

   (Address):

   (Telephone):

   is the personal representative of the ESTATE OF (name): , who is deceased.

2. The personal representative HAS BEGUN ADMINISTRATION of the decedent's estate in the a. SUPERIOR COURT OF CALIFORNIA, COUNTY OF (specify): ORANGE STREET ADDRESS: 3390 Harbor Boulevard MAILING ADDRESS: 3390 Harbor Boulevard CITY AND ZIP CODE: Costa Mesa 92626 BRANCH NAME: Costa Mesa Justice Complex b. Case number (specify):

3. You must FILE YOUR CLAIM with the court clerk (address in item 2a) AND mail or deliver a copy to the personal representative before the last to occur of the following dates:

   a. four months after (date): , the date letters (authority to act for the estate) were first issued to a general personal representative, as defined in subdivision (b) of section 58 of the California Probate Code, OR

   b. 60 days after (date): , the date this notice was mailed or personally delivered to you.

4. LATE CLAIMS: If you do not file your claim within the time required by law, you must file a petition with the court for permission to file a late claim as provided in Probate Code section 9103. Not all claims are eligible for additional time to file. See section 9103(a).

EFFECT OF OTHER LAWS: Other California statutes and legal authority may affect your rights as a creditor. You may want to consult with an attorney knowledgeable in California law.

WHERE TO GET A CREDITOR'S CLAIM FORM: If a Creditor's Claim (form DE-172) did not accompany this notice, you may obtain a copy of the form from any superior court clerk or from the person who sent you this notice. You may also access a fillable version of the form on the Internet at www.courts.ca.gov/forms under the form group Probate—Decedents' Estates. A letter to the court stating your claim is not sufficient. FAILURE TO FILE A CLAIM: Failure to file a claim with the court and serve a copy of the claim on the personal representative will in most instances invalidate your claim. IF YOU MAIL YOUR CLAIM: If you use the mail to file your claim with the court, for your protection you should send your claim by certified mail, with return receipt requested. If you use the mail to serve a copy of your claim on the personal representative, you should also use certified mail.

Note: To assist the creditor and the court, please send a blank copy of the Creditor's Claim form with this notice.

(Proof of Service by Mail on reverse) Page 1 of 2

Form Adopted for Mandatory Judicial Council of California Use NOTICE OF ADMINISTRATION TO CREDITORS Probate Code,www.courts.ca.gov§§ 9050, 9052 DE-157 [Rev. January 1, 2013] (Probate—Decedents’ Estates)

DE-157

ESTATE OF (Name): CASE NUMBER:

DECEDENT [Optional]

PROOF OF SERVICE BY MAIL

1. I am over the age of 18 and not a party to this cause. I am a resident of or employed in the county where the mailing occurred.

2. My residence or business address is (specify):

3. I served the foregoing Notice of Administration to Creditors and a blank Creditor's Claim form* on each person named below by enclosing a copy in an envelope addressed as shown below AND a. depositing the sealed envelope with the United States Postal Service with the postage fully prepaid. b. placing the envelope for collection and mailing on the date and at the place shown in item 4 following our ordinary business practices. I am readily familiar with the business’s practice for collecting and processing correspondence for mailing. On the same day that correspondence is placed for collection and mailing, it is deposited in the ordinary course of business with the United States Postal Service in a sealed envelope with postage fully prepaid.

4. a. Date of deposit: b. Place of deposit (city and state):

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Date:

(TYPE OR PRINT NAME) (SIGNATURE OF DECLARANT)
NAME AND ADDRESS OF EACH PERSON TO WHOM NOTICE WAS MAILED

Name of person Address (number, street, city, state, and zip code)

List of names and addresses continued in attachment. (You may use form POS-30(P) to show additional persons to whom a copy of this notice was mailed. Do not use page 2 of this form or form POS-030(P) to show that you personally delivered a copy of this notice to a creditor. You may use forms POS-020 and POS-020(P) for that purpose.)

• NOTE: To assist the creditor and the court, please send a blank copy of the Creditor's Claim (form DE-172) with the notice.

DE-157 [Rev. January 1, 2013] NOTICE OF ADMINISTRATION TO CREDITORS Page 2 of 2 (Probate—Decedents’ Estates)

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ATTORNEY OR PARTY WITHOUT ATTORNEY (Name & Address): FOR COURT USE ONLY

Telephone No.: Fax No. (Optional): E-Mail Address (Optional): ATTORNEY FOR (Name): Bar No:

SUPERIOR COURT OF CALIFORNIA, COUNTY OF ORANGE COSTA MESA JUSTICE COMPLEX 3390 Harbor Blvd. Costa Mesa, CA 92626-1554

ESTATE OF (name):

REQUEST FOR EXPEDITED HEARING ON CASE NUMBER:
PETITION FOR FINAL DISTRIBUTION

This form may only be used to request an expedited hearing on a petition for final distribution in a decedent’s estate proceeding.

I am the personal representative of the above-referenced estate. the attorney of record for the personal representative of the above-referenced estate.

On , I filed a petition for final distribution of that estate.

All persons entitled to notice have been given or will be given proper notice of the hearing on the petition for final distribution, or have waived or will waive notice of the hearing, as provided by the Probate Code and the California Rules of Court. Proof of such notice and/or waivers have been or will be filed at least five court days before the first hearing on the petition for final distribution.

I do not expect there will be any opposition to the petition.

I therefore ask that the petition for final distribution be set for an expedited hearing.

I understand that an expedited hearing on the petition for final distribution will be continued to the next available, non-expedited hearing date if: (1) there are deficiencies identified in the Probate Notes that remain uncured as of five days before the expedited hearing; or (2) an opposition to the petition for final distribution is filed. If the expedited hearing is continued, it will be my responsibility to ensure that notice of the continued hearing date is given to all persons entitled to notice.

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Date: Personal Representative or Attorney for Personal Representative

Type or Print Name

Approved for Optional Use REQUEST FOR EXPEDITED HEARING www.occourts.orgForm #L-836 (Rev. May 2023) ON PETITION FOR FINAL DISTRIBUTION

DE-295/GC-395 ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address): FOR COURT USE ONLY

TELEPHONE NO.: FAX NO. (Optional):

E-MAIL ADDRESS (Optional):

ATTORNEY FOR (Name):

SUPERIOR COURT OF CALIFORNIA, COUNTY OF ORANGE STREET ADDRESS: 3390 Harbor Boulevard MAILING ADDRESS: 3390 Harbor Boulevard CITY AND ZIP CODE: Costa Mesa 92626 BRANCH NAME: Costa Mesa Justice Complex ESTATE CONSERVATORSHIP GUARDIANSHIP OF (Name): DECEDENT CONSERVATEE MINOR

CASE NUMBER:

EX PARTE PETITION FOR FINAL DISCHARGE AND ORDER

1. Petitioner is the personal representative conservator guardian of the estate of the above-named decedent, conservatee, or minor. Petitioner has distributed or transferred all property of the estate as required by the final order and all preliminary orders for distribution or liquidation filed in this proceeding on (specify date each order was filed):

2. All required acts of distribution or liquidation have been performed as follows (check all that apply): a. All personal property, including money, stocks, bonds, and other securities, has been delivered or transferred to the distributees or transferees as ordered by the court. The receipts of all distributees or transferees are now on file or are filed with this petition. Conformed copies of all receipts previously filed are attached on Attachment 2. b. No personal property is on hand for distribution or transfer. c. Real property was distributed or transferred. The order for distribution or transfer of the real property; the personal representative's, conservator's, or guardian's deed; or both, were recorded as follows (specify documents recorded, dates and locations of recording, and document numbers or other appropriate recording information):

   d. No real property is on hand for distribution or transfer. e. No receipts are required because Petitioner is the sole distributee. f. The minor named above attained the age of majority on (date):

3. Petitioner requests discharge as personal representative, conservator, or guardian of the estate.

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Date:

(TYPE OR PRINT NAME OF PETITIONER) (SIGNATURE OF PETITIONER)
ORDER FOR FINAL DISCHARGE

THE COURT FINDS that the facts stated in the foregoing Ex Parte Petition for Final Discharge are true. THE COURT ORDERS that (name):

is discharged as personal representative conservator guardian of the estate of the above-named decedent, conservatee, or minor, and sureties are discharged and released from liability for all acts subsequent hereto.

Date: JUDICIAL OFFICER

SIGNATURE FOLLOWS LAST ATTACHMENT.

Form Adopted for Mandatory Use EX PARTE PETITION FOR FINAL DISCHARGE AND ORDER Probate Code, §§ 2100, 2627, Judicial Council of California 2631, 11753, 12250; DE-295/GC-395 (Probate—Decedents' Estates and Conservatorships and Guardianships) www.courts.ca.gov [New January 1, 2006] For your protection and privacy, please press the Clear This Form button after you have printed the form. Print this form Save this form Clear this form