Final Distribution and Discharge in California Probate
When the administration of a California probate is complete, the last task for an administrator or personal representative is to petition for final distribution and obtain discharge. What Is An Order for Final Distribution in California Probate? When a California probate is ready to be closed, the personal representative files a petition for final distribution […]
Inventory and Appraisal in California Probate
An inventory and appraisal is a required filing in California probate. The inventory and appraisal is a single document that (1) inventories the property in the decedent’s estate and (2) contains an appraisal of the property in the inventory. California Probate Code § 8800(a). What Is The Deadline To File The Inventory And Appraisal? 4 months. The […]
What Are the Requirements for a Valid Will in California?
Three Key Components for a Valid Will A will is a document that directs what happens with the property that you own when you die – you can learn more about what a will can do here. The requirements to make a will that is valid under California law are: The will must be in […]
Deadlines and Timelines in California Probate
What Are The Deadlines and Timelines In California Probate? Key deadlines and timelines in California probate include: Contesting appointment of personal representative: at or before hearing (by filing written objections) Response to will contest: within 30 days after service of summons Petition to Revoke Probate: within 120 days after will is admitted to probate Inventory […]
Importance of Well-Plead Allegations in Probate Complaint
In the case of Barkett v. Malcoun, B318270 (Cal. App. Nov 13, 2023), the California Court of Appeals explained the importance of filing a well plead complaint in a probate dispute.
Can a charity director maintain standing in lawsuits after removal from the board?
In a ruling that has broad implications for the more than 110,000 charities across the state, the California Supreme Court has unanimously ruled that the partner of late philanthropist Conrad Prebys can move forward with a whistleblower lawsuit accusing the other directors of his charitable foundation of misdirecting $15 million to his estranged son. Turner […]
