I want to supeona my deceased Aunts banking records & accountingv records from the courthouse in San Francisco...

Asked over 1 year ago - San Francisco, CA

`...How do i go about doing this? What legal document is needed? Please help TY~ :)

Attorney answers (3)

  1. Daniel Mcgraw Little

    Contributor Level 11

    4

    Lawyers agree

    Answered . The bank records may have been lodged with the Court if it is part of a Probate proceeding. The final accounting is part of the public record. To have any rights you must be shown to be an heir and/or beneficiary. You definitely need legal representation.

    No legal representation exists by virtue of this answer. It is recommended that you contact an attorney directly... more
  2. Michael Raymond Daymude

    Pro

    Contributor Level 20

    3

    Lawyers agree

    Answered . Any documents filed in a probate case are matters of public record and no subpoena is necessary. All you have to do is copy the court file. However, those records are probably not filed with any court.

    If there is a pending probate you would have to file an appropriate petition in those proceedings and then you could obtain the banking and accounting records from the personal representative with a notice to produce.

    You should consult local probate counsel if you are an interested party in a pending probate proceeding. You do not want to take any action which could jeopardize your interest. If those records are pertinent to an issue you wish to raise, perhaps counsel could obtain them for you simply by asking counsel for the personal representative. Good luck.

    I am licensed in California only and my answers on Avvo assume California law. Answers provided by me are for... more
  3. Eric Jerome Gold

    Pro

    Contributor Level 19

    3

    Lawyers agree

    Answered . I agree with Attorney Daymude. Depending on your situation, goal and the underlying facts, you should probably consult with a local probate attorney for fact specific guidance.

    ** LEGAL DISCLAIMER ** My response above is not legal advice and it does not establish an attoreny-client... more

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