Katherine T. Hause’s Answers

Katherine T. Hause

Santa Paula Estate Planning Attorney.

Contributor Level 3
  1. Close of probate?

    Answered over 3 years ago.

    1. Katherine T. Hause
    2. Andrew David Smith
    3. Janet Lee Brewer
    3 lawyer answers

    You're almost done! Since it sounds like you have a signed Order for Distribution from the court, you now have the authority to distribute the funds per the Order. It would be a good idea to prepare and sign a receipt for yourself, saying that you have received your full distribution, and file it with the court. At the same time, you will need to file an "Ex Parte Petition for Final Discharge and Order", judicial council form DE-295. The form acts as a checklist that makes sure you've done...

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  2. What happens to retirement accounts and bank accounts after a person without a will dies?

    Answered about 3 years ago.

    1. Katherine T. Hause
    2. Kevin Brendan Murphy
    3. Arthur Harold Geffen
    3 lawyer answers

    Probate Code Section 13100 et seq. sets forth the parameters for a Small Estate Affidavit. Basically, the code states that if the decedent has less than $150,000 in assets, the collection and distribution of the estate can occur by completing this 13100 Affidavit. It is a simple document that sets forth the decedent's name and date of death and describes their property. It also names the decedent's successors - the persons who would inherit the property. I would highly recommend contacting...

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