Santa Barbara — SC-6029

Source: https://www.santabarbara.courts.ca.gov/system/files/sc-6029.pdf

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ATTORNEY OR PARTY WITHOUT ATTORNEY (NAME AND ADDRESS): TELEPHONE NO.: FOR COURT USE ONLY

EMAIL ADDRESS (Optional)

ATTORNEY FOR (NAME):

SUPERIOR COURT OF CALIFORNIA, COUNTY OF SANTA BARBARA

Santa Barbara–Anacapa Santa Maria-Cook Lompoc Division
1100 Anacapa Street 312-C East Cook Street 115 Civic Center Plaza

Santa Barbara, CA 93101 Santa Maria, CA 93454 Lompoc, CA 93436

ESTATE OF:

CASE NUMBER:
ORDER ON FIRST AND FINAL REPORT OF PERSONAL
REPRESENTATIVE AND PETITION FOR FINAL DISTRIBUTION
HEARING DATE: TIME: DEPT:
(Probate Code Sections 10831, 10951, 10954, 11640, et seq)

1. The petition was heard as follows (check boxes c and d to indicate personal presence):

a. Judge (name):

b. Hearing Date: Time: Dept:

c. Petitioner(s) (name):

d. Attorney for Petitioner(s) (name):

The court finds:

2. All notices have been given as required by law.

3. All acts and transactions of the personal representative, during the period of the administration are truly shown and are approved, and all allegations of the petition for its settlement and for final distribution are true.

4. The account, and the supplemental account if any, are true and correct and should be settled, allowed, and

approved as filed. The personal representative filed waivers of account, the waivers are accepted by the court, and the report otherwise contains all necessary information required by law.

5. The balance of the estate on hand for distribution is $ _____________ of which $ _____________ is cash.

6. Petitioner has performed all required duties as personal representative of the estate. All costs of administration incurred to date, including costs of publication and the probate referee’s fees have been paid. The estate is now in a condition to be closed.

7. a. Petitioner waives all rights to statutory compensation as personal representative. b. All rights to statutory fees have been waived by attorney (name): _______________________________.

Optional Form ORDER ON FIRST AND FINAL REPORT OF PERSONAL PrC §§ 10831, 10951, 10954, 11640 SC-6029 [Rev. Jan. 2020] REPRESENTATIVE AND PETITION FOR FINAL DISTRIBUTION Page 1 of 3

Insert Case Name: CASE NUMBER:

It is ordered that:

8. The report of the personal representative is approved.

9. All acts of the Petitioner as personal representative as reported are confirmed and approved.

10. The personal representative is ordered to pay himself or herself from the estate the total sum of $__________, composed of: $ __________ as statutory compensation for services rendered to the estate; $ __________ as compensation for extraordinary services; $ __________ as reimbursement for costs advanced.

11. The personal representative is ordered to pay attorney (name): ___________________________ from the estate the total sum of $ ____________ composed of: $ __________ as statutory compensation for services rendered to the estate; $ __________ as compensation for extraordinary services; $ __________ as reimbursement for costs advanced.

12. The personal representative is authorized to retain the sum of $ __________ as a reserve for closing costs. The court orders the personal representative to account for the reserve funds. The hearing on the account is set for ____________________________. The account must be filed and served at least 15 days prior to the hearing.

13. The personal representative has the following assets on hand for distribution: (If real property, include address, legal description, and Assessor’s parcel number):

    Continued on Attachment 13.

14. The personal representative is ordered to distribute the assets of the estate:

Name Relationship to Age Share of Estate/Asset to be Distributed Decedent

Continued on Attachment 14.

Optional Form ORDER ON FIRST AND FINAL REPORT OF PERSONAL PrC §§ 10831, 10951, 10954, 11640 SC-6029 [Rev. Jan. 2020] REPRESENTATIVE AND PETITION FOR FINAL DISTRIBUTION Page 2 of 3

Insert Case Name: CASE NUMBER:

15. Any other property of the Estate acquired or discovered after this order is made, including any unused portion of the reserve for closing costs after they are accounted for (if ordered), shall be distributed as follows:

    Same distribution as identified in Paragraph 14, above.

OR

Name Relationship to Age Share of Estate/Asset to be Distributed Decedent

Continued in Attachment 14.

16. Other orders:

    Continued in Attachment 15.

Dated: Judge of the Superior Court

Optional Form ORDER ON FIRST AND FINAL REPORT OF PERSONAL PrC §§ 10831, 10951, 10954, 11640 SC-6029 [Rev. Jan. 2020] REPRESENTATIVE AND PETITION FOR FINAL DISTRIBUTION Page 3 of 3

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