Estate of Raymundo Daniel Rosas-Espinosa
Estate of Raymundo Daniel Rosas-Espinosa
Case Number
24PR00581
Case Type
Hearing Date / Time
Wed, 11/20/2024 - 08:30
Nature of Proceedings
Petition to Determine Succession to Real Property
Tentative Ruling
Probate Notes:
Appearances required.
The following is noted for the Court:
DENIAL recommended. The Petition is recommended for DENIAL as an improper use of the Probate Code section 13150 procedure. The procedure located at Probate Code section 13150 et seq. is a procedure related to determining the succession to real property. While the right to succession to personal property may be an ancillary finding as authorized by Probate Code section 13151, it is ONLY ancillary to a request to determine the succession to real property:
A petition under this chapter may include an additional request that the court make an order determining that the petitioner has succeeded to personal property described in the petition.
(Prob. Code, §13151 [emphasis added].) Thus, a petition under that section that does not include a determination to succession of real property, cannot contain solely a request for the succession to personal property, and must be denied.
A commonly referenced treatise by the Continuing Education of the Bar confirms this outcome:
Use of the Judicial Council form Petition to Determine Succession to Real Property (Judicial Council Form DE-310) is mandatory. See §3.41 for form. The form contains the allegations required by Prob C §13152 and most items in the form are clear. However, the authors call the attorney’s attention to the following:
Although this procedure cannot be used to determine succession solely to personal property, it may be used to determine succession to both real and personal property. Prob C §13151.
(California Decedent Estate Practice (CEB 2024), §3.38 “Preparing Petition.”)
Therefore, DENIAL is recommended for the above and following additional reasons:
Standing defects. Every person to whom the interest passes must either join in the petition or disclaim their interest. (Prob. Code, § 13152; Pet. at ¶12, Prop. Ord., at ¶9.) It appears only Daniel Raymundo Rosas Uribe is the petitioner, and no one has disclaimed any interest in the subject property.
No Inventory and Appraisal on Judicial Council Form. Inventory and Appraisal must be signed by the Probate Referee (Prob. Code, § 13152, and the date of death value of all CA property must equal $166,250 or less. If property value higher, probate must be sought unless any property can be excluded under Prob. Code, § 13152.
No Verification by all parties. Verification of the petition must be given by all parties. Since the petition was not brought by all those alleged to take, verification of only the sole petitioner was given.
No Proof of Service of Notice. A proof of service must be submitted showing all persons named in the petition were served 15 days’ notice of the hearing date, and the notice was timely filed. (Prob. Code, §§ 13152, 1020 [all heirs/beneficiaries, guardian or conservator of the estate at time of death, executor named in will].)
Appearances:
The court is open to the public for court business. The court is also conducting hearings via Zoom videoconference.
Meeting ID: 161 956 1423
Passcode: 137305