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Using California Probate Referees in Trusts, Probate, Small EstatesWritten by: Mitchell Allan Port Reputation Level 10
Posted about 3 years ago. Applies to California, 4 helpful votes, 0 comments
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WHY USE A PROBATE REFEREE? THE ROLE OF THE PROBATE REFEREE; BENEFITS OF USING REFEREIS IN TRUST AND NON-PROBATE MATTERSThe Guide's Table of Contents are here: WHY USE A PROBATE REFEREE? THE ROLE OF THE PROBATE REFEREE BENEFITS OF USING REFEREIS IN TRUST AND NON-PROBATE MATTERS TRANSFER OF SMALL ESTATES AND SPOUSAL PROPERTY PETITIONS NEW REQUIREMENT OF VALUATIONS WHENEVER ACCOUNTS ARE REQUIRED TO BE FILED WHAT IS THE INVENTORY AND APPRAISAL -Checklist for preparing the Inventory and Appraisal -What does not go in the Inventory and Appraisal -What goes on Attachment 1 -What goes on Attachment 2 LISTING PARTICULAR ASSETS -The importance of complete information REAL PROPERTY -Vacant, agricultural, condominium, and single family residential -Stock cooperatives -Residential income producing -Commercial/industrial property -Life estates -Remainder and reversionary interests BUSINESS INTERESTS -Closely held corporations -Limited partnerships -General partnerships -Sole proprietorships 2
Continued....TANGIBLE PERSONAL PROPERTY -Miscellaneous/furniture and furnishings -Jewelry/coins/art -Motor vehicles/mobile homes/boats -Livestock and breeding animals PROMISSORY NOTES SECURITIES -Portfolio accounts at brokerage firms -Common and preferred stocks -Mutual funds -Stock options -Corporate, state and municipal bonds -US treasury notes and bonds -GNMA, FNMA, and FHLMC securities -United States savings bonds OTHER INTERESTS -Inheritances and distributions from trusts -Insurance policies -Patents, copyrights, and royalty interests -Judgments and ongoing litigation -Personal injury actions -Gas and mineral rights ADMINISTRATIVE ISSUES AND QUESTIONS COMMONLY ASKED -How long does the appraisal take? -How do I correct a mistake? -When do I need a reappraisal for sale? -What about inheritance taxes? -Minority discounts Additional ResourcesRelated Questions3 Attorney answers: 
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