Estate of Alberta Williams

Case Number

25PR00135

Case Type

Hearing Date / Time

Thu, 12/04/2025 - 09:00

Nature of Proceedings

Waiver of Accounting

Tentative Ruling

Appearances are required.

The following must be submitted:

Final Inventory and Appraisal – The Final I & A must comply with the following requirements:

 - Inventory and appraisal must be in a single document, and was filed within 4 months after letters are first issued. (Prob. Code, § 8800) - Contains certification that Change in Ownership Statement was filed with county recorder or assessor, unless decedent owned no real property (Prob. Code, 8800, subd. (d)) (i.e. Petitioner must file the appropriate notice indicated in Paragraph 5b, and check that box.)

- I & A separately lists each item of property to be administered, and states opposite of that item, its fair market value (valued at time of death) in monetary terms (Prob. Code, § 8802)

- I & A contains all items listed in Probate Code section 8850 (money owed, bonds, interest in partnership, mortages, deeds of trust, etc. and nature of the property [community, quasi-community, or separate])

- I & A included appraisal of money, checks for wages and refunds, accounts at financial institutions, CDs, money market mutual funds (def. in Prob. Code, § 9730), brokerage accounts, and all forms of securities (§ 8901) must be done by the Probate Referee, not the personal representative.

Proposed Order. A proposed order must be submitted with relief that matches that requested in the petition. (Local Rule 1724(b), subd.(d).) No such document was filed with the court.