Probate — Matthew Sorensen - Realtor

PROBATE PROGRAM

THE PROBATE PROCESS

1

Start

File Petition for Probate

Notice of 1st Court Hearing Date Published in Newspaper

2

5 - 6 Weeks

Hearing Date

3

2 Months

Within 90 Days of Letters

  • Letters Issued by Court
  • Order for Probate
  • Duties & Liabilities of PR
  • Issue Bond

Send Notice To

  • Franchise Text Board
  • Dept of Health Care Services
  • Victims Compensation Board
4

6 Months

Within 120 Days of Letters

  • Gather Assets
  • File Inventory & Appraisal Form
  • Notice to Creditors
  • Allowance/ Rejection of Creditors Claim

Taxes

  • Prop 58 & 193
  • Capital Gain
  • Estate Taxes
    (Form 706)

Petition for Final Distribution

(Accounting)

Court Hearing

5

END

12 Months

  • Receipt on Distribution
  • Ex Parte Petition for Discharge
  • Case Closed


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