California probate referee manual /801/

LOCAL RULES - SUPERIOR COURT of CALIFORNIA, COUNTY of ORANGE (issued 07/01/08) Chapter 4 Probate Referees, Inventories and Appraisals Rule 604.01 Probate Referees In all proceedings in which a probate referee is to be designated by the court, one of the referees shall be designated as follows: A.

Within State of California. Change of Residence Form. Outside State of California. a probate referee must value the assets which cannot be appraised by the guardian. (Pr.C., §2610(b),(c).) GAP TRAINING Author: a6224 Using the California Probate Inventory and Appraisal Calculator. and simplifies your work by eliminating manual calculations. You only need to list the necessary information once. and View Attachment 2 (for assets appraised by the Probate Referee). To use the calculator, California Law >> >> The court may, for good cause, waive appraisal by a probate referee in the manner provided in this section. (b) The personal representative may apply for a waiver together with the petition for appointment of the personal representative or together with another petition How to Complete an Inventory and Appraisal Who Is a Probate Referee? Official Website www. ProbateReferees.net Probate Referee called the "Appraisal Report of California Probate Referee." These forms are designed to be attached to the Federal Estate Tax Return (Form 706) or Counsel should file the Local Form, Request for Probate Referee (available online at https://www.sfsuperiorcourt.org, Forms and Fees, Local Forms), and present a filed copy of that form, with a proposed order, to the clerk in Room 202. California Rule of Court 2.111 requires the attorney to The probate referee may be entitled to an additional fee for services provided to justify the appraisal, to be agreed upon by the personal representative or beneficiary and referee. If the personal representative or beneficiary and the probate referee are unable to agree, the court shall determine what fee, if any, is approp