What is a Disclaimer?

Useful Rulings on Disclaimer

Rulings on Disclaimer

1-25 of 449 results

PUBLIC ADMINISTRATOR RE: FIRST AND FNL ACCT AND RPT OF PUBLIC

Evidence of names and addresses of persons entitled to inherit as a result of the disclaimer, and notice to those persons. The effect of a disclaimer is to pass the disclaimed interest as if the disclaimant had predeceased the decedent/trustor(s). E.g., the disclaimant's share would pass to the disclaimant's issue, if any. Disclaimers are irrevocable, per PrC § 281. The document filed does not indicate that the intent was to assign the interest. 4.

  • Hearing

    Jan 16, 2020

RE: REPORT OF ADM AND PET’N FOR FINAL DIST ON WAIVER OF ACCT

Evidence of names and addresses of persons entitled to inherit as a result of the disclaimer, and notice to those persons. The effect of a disclaimer is to pass the disclaimed interest as if the disclaimant had predeceased the decedent/trustor(s). E.g., the disclaimant's share would pass to the disclaimant's issue, if any. Disclaimers are irrevocable, per PrC § 281. The document filed does not indicate that the intent was to assign the interest. 4.

  • Hearing

    Aug 14, 2018

RE: 1ST & FNL ACCT/RPT OF EXECUTOR, PET’N FOR FINAL DISTRIBUTION

Evidence of names and addresses of persons entitled to inherit as a result of the disclaimer, and notice to those persons. The effect of a disclaimer is to pass the disclaimed interest as if the disclaimant had predeceased the decedent/trustor(s). E.g., the disclaimant's share would pass to the disclaimant's issue, if any. Disclaimers are irrevocable, per PrC § 281. The document filed does not indicate that the intent was to assign the interest. 4.

  • Hearing

    Aug 14, 2018

NORTON FAMILY LIVING TRUST

Evidence of names and addresses of persons entitled to inherit as a result of the disclaimer, and notice to those persons. The effect of a disclaimer is to pass the disclaimed interest as if the disclaimant had predeceased the decedent/trustor(s). E.g., the disclaimant's share would pass to the disclaimant's issue, if any. Disclaimers are irrevocable, per PrC § 281. The document filed does not indicate that the intent was to assign the interest. 2.

  • Hearing

    Mar 10, 2020

  • Judge

    George

  • County

    Contra Costa County, CA

RE: FIRST & FINAL ACCT & RPT OF PUBLIC ADMIN & PET’N FOR SETTLEMENT

Need evidence of names and addresses of persons entitled to inherit as a result of the disclaimer, and notice to those persons. The effect of a disclaimer is to pass the disclaimed interest as if the disclaimant had predeceased the decedent/trustor(s). E.g., the disclaimant's share would pass to the disclaimant's issue, if any. Disclaimers are irrevocable, per PrC § 281. The document filed does not indicate that the intent was to assign the interest. 4.

  • Hearing

    Jun 27, 2019

RE: PET’N TO CONFIRM VALIDITY OF WILL, TRNSFR ASSETS, DETERMINE

Verified declaration by petitioner to include evidence of names and addresses of persons entitled to inherit as a result of the disclaimer, and notice to those persons. The effect of a disclaimer is to pass the disclaimed interest as if the disclaimant had predeceased the decedent/trustor(s). E.g., the disclaimant's share would pass to the disclaimant's issue, if any. Disclaimers are irrevocable, per PrC § 281. The document filed does not indicate that the intent was to assign the interest. 3.

  • Hearing

    Jul 12, 2016

RE: OSC RE: NAME CHANGE

Evidence of names and addresses of persons entitled to inherit as a result of the disclaimer, and notice to those persons. The effect of a disclaimer is to pass the disclaimed interest as if the disclaimant had predeceased the decedent/trustor(s). E.g., the disclaimant's share would pass to the disclaimant's issue, if any. Disclaimers are irrevocable, per PrC § 281. The document filed does not indicate that the intent was to assign the interest. 4.

  • Hearing

    Jun 28, 2016

RE: PET’N FOR PROBATE OF WILL & LTRS OF ADMIN W/WILL ANNEXED, W/IAEA

Proposed Order AMIN MOINZADEH ARDASHIR MOINZADEH ROBERT J HOOY JAVAD MOINZADEH ROBERT J HOOY Need: Evidence of names and addresses of persons entitled to inherit as a result of the disclaimer, and notice to those persons. The effect of a disclaimer is to pass the disclaimed interest as if the disclaimant had predeceased the decedent. E.g., the disclaimant's share would pass to the disclaimant's issue, if any. Disclaimers are irrevocable, per PrC § 281.

  • Hearing

    May 09, 2019

RE: OSC RE: NAME CHANGE

Evidence of names and addresses of persons entitled to inherit as a result of the disclaimer, and notice to those persons. The effect of a disclaimer is to pass the disclaimed interest as if the disclaimant had predeceased the decedent/trustor(s). E.g., the disclaimant's share would pass to the disclaimant's issue, if any. Disclaimers are irrevocable, per PrC § 281. The document filed does not indicate that the intent was to assign the interest. 4.

  • Hearing

    Aug 04, 2016

RE: PET’N FOR FINAL DIST ON WVR OF ACCT, FOR FEES AND COSTS

Evidence of names and addresses of persons entitled to inherit as a result of the disclaimer, and notice to those persons. The effect of a disclaimer is to pass the disclaimed interest as if the disclaimant had predeceased the decedent/trustor(s). E.g., the disclaimant's share would pass to the disclaimant's issue, if any. Disclaimers are irrevocable, per PrC § 281. The document filed does not indicate that the intent was to assign the interest. 2.

  • Hearing

    Dec 04, 2018

RE: OSC RE: NAME CHANGE

Further support for effectiveness of disclaimer, filed more than nine months after decedent's date of death. PrC §§ 279, 280. Note: Supplement filed 8-16-16 indicates an assignment was to be filed, not a disclaimer CHAI HEE WONG PETER WONG HOWARD P ABELSON

  • Hearing

    Oct 04, 2016

RE: PET’N FOR ORDERS DIRECTING TRUSTEE TO ACCT; IMPOSING CONSTRUCTIVE

Evidence of names and addresses of persons entitled to inherit as a result of the disclaimer, and notice to those persons. The effect of a disclaimer is to pass the disclaimed interest as if the disclaimant had predeceased the decedent/trustor(s). E.g., the disclaimant's share would pass to the disclaimant's issue, if any. Disclaimers are irrevocable, per PrC § 281. The document filed does not indicate that the intent was to assign the interest. 2.

  • Hearing

    Dec 04, 2018

RE: PET’N FOR FNL DISTRIBUTION & FOR SETTLEMENT FOR 1ST & FNL ACCT &

Evidence of names and addresses of persons entitled to inherit as a result of the disclaimer, and notice to those persons. The effect of a disclaimer is to pass the disclaimed interest as if the disclaimant had predeceased the decedent/trustor(s). E.g., the disclaimant's share would pass to the disclaimant's issue, if any. Disclaimers are irrevocable, per PrC § 281. The document filed does not indicate that the intent was to assign the interest. 2. Proposed Order CARL REID WARD TONY WARD RONALD K.

  • Hearing

    Dec 01, 2016

RE: PET’N TO COMPEL ACCOUNT AND REPORT; DAMAGES

Evidence of names and addresses of persons entitled to inherit as a result of the disclaimer, and notice to those persons. The effect of a disclaimer is to pass the disclaimed interest as if the disclaimant had predeceased the decedent/trustor(s). E.g., the disclaimant's share would pass to the disclaimant's issue, if any. Disclaimers are irrevocable, per PrC § 281. The document filed does not indicate that the intent was to assign the interest. 2.

  • Hearing

    Oct 30, 2018

RE: PET’N TO APPROVE 1ST ACCT & RPT OF TSE

Further support for effectiveness of disclaimer, filed more than nine months after decedent's date of death. PrC §§ 279, 280. 6. Proof of mailing to anyone added by verified declaration, not already served 7. Proposed Order Note: 2nd Amended Petition filed 3-28-19 is set for 8-20-19. This matter will be continued to that date HERBERT HOLTHAUS PAMELA JONES ROSEMARIE HALL Need: 1. Verified declaration by petitioner to clarify purpose of petition.

  • Hearing

    Jun 11, 2019

RE THE WALTER CODERO REVOCABLE TRUST DT 11-16-16

Evidence of names and addresses of persons entitled to inherit as a result of the disclaimer, and notice to those persons. The effect of a disclaimer is to pass the disclaimed interest as if the disclaimant had predeceased the decedent/trustor(s). E.g., the disclaimant's share would pass to the disclaimant's issue, if any. Disclaimers are irrevocable, per PrC § 281. The document filed does not indicate that the intent was to assign the interest. 3.

  • Hearing

    Jul 18, 2019

RE: FIRST ACCOUNT AND REPORT OF ADMINISTRATOR, FOR SET TLEMENT

Further support for effectiveness of disclaimer, filed more than nine months after decedent's date of death. PrC §§ 279, 280. 7. Proof of mailing to anyone added by verified declaration, not already served 8. Proposed Order Note: Petition for Probate filed by Herbert Holthaus is set for 10-17-19. HERBERT HOLTHAUS PAMELA JONES ROSEMARIE HALL Need: 1. Petition verified by all claimants. PrC §§ 1021; 13152(a). CCP § 2015.5. CRC 7.103 2. Proof of mailing to all persons entitled to receive notice.

  • Hearing

    Aug 20, 2019

RE: OSC RE: NAME CHANGE

Need evidence of names and addresses of persons entitled to inherit as a result of the disclaimer, and notice to those persons. The effect of a disclaimer is to pass the disclaimed interest as if the disclaimant had predeceased the decedent. E.g., the disclaimant's share would pass to the disclaimant's issue, if any. 6. Further support for effectiveness of disclaimer, filed more than nine months after decedent's date of death. PrC §§ 279, 280. Court finds no disclaimer filed in this case.

  • Hearing

    Aug 16, 2016

RE: PET’N TO APPT SUCCESSOR TRUSTEE 17200

Further support for effectiveness of disclaimer, filed more than nine months after decedent's date of death. PrC §§ 279, 280. 6. Proof of mailing to anyone added by verified declaration, not already served 7. Proposed Order Note: Petitioner did not have authority to add this matter to the calendar, or select this hearing date. The clerk’s office was to either give the party 1 st available or send request up to the department for approval to add to the calendar.

  • Hearing

    Mar 28, 2019

RE: PET’N FOR FNL DISTRIBUTION & FOR SETTLEMENT FOR 1ST & FNL ACCT &

Evidence of names and addresses of persons entitled to inherit as a result of the disclaimer, and notice to those persons. The effect of a disclaimer is to pass the disclaimed interest as if the disclaimant had predeceased the decedent/trustor(s). E.g., the disclaimant's share would pass to the disclaimant's issue, if any. Disclaimers are irrevocable, per PrC § 281. The document filed does not indicate that the intent was to assign the interest. 2. Proposed Order CARL REID WARD TONY WARD RONALD K.

  • Hearing

    Dec 01, 2016

RE: OSC RE: NAME CHANGE

Verified declaration by petitioner to include evidence of names and addresses of persons entitled to inherit as a result of the disclaimer, and notice to those persons. The effect of a disclaimer is to pass the disclaimed interest as if the disclaimant had predeceased the decedent/trustor(s). E.g., the disclaimant's share would pass to the disclaimant's issue, if any. Disclaimers are irrevocable, per PrC § 281. The document filed does not indicate that the intent was to assign the interest. 4.

  • Hearing

    Aug 09, 2016

RE: PET’N FOR LETTERS OF ADMINISTRATION, IAEA

The effect of a disclaimer is to pass the disclaimed interest as if the disclaimant had predeceased the decedent/trustor(s). E.g., the disclaimant's share would pass to the disclaimant's issue, if any. Disclaimers are irrevocable, per PrC § 281. The document filed does not indicate that the intent was to assign the interest. 3. Verified declaration by petitioner to address petition Item # 5.a.(3) or 5.a.(4) (whether decedent is survived by a registered domestic partner) 4.

  • Hearing

    Sep 21, 2017

RE: 1ST & FNL RPT OF ADMNTR, WAIVER OF ACCT PET’N FOR FINL DIST, FEES

Further support for effectiveness of disclaimer, filed more than nine months after decedent's date of death. It appears Lynsi Rohrscheib’s intent was to assign her interest to petitioner. PrC §§ 279, 280. 2. Verified declaration by petitioner to include identify of person entitled to notice so court can confirm mailing. Name of person entitled to receive notice is not listed at page 7, line 14. 3. Verified declaration by petitioner to show calculation of statutory fee base as required by CRC § 7.705.

  • Hearing

    Oct 09, 2018

RE: OSC RE: NAME AND GENDER CHANGE

Court notes Disclaimer filed 9-12-16 by Diosdada Ortiz. Court also notes disclaimer filed more than nine months after decedent’s date of death does not appear to be effective. PrC §§ 279, 280. B. Court will dispense with further formal service on Atty. Aaron Feldman, who appeared 6-21-18. C. Supplemental First and Final Account filed 7-31-18 is set for hearing 10-2-18. Absent appearances or objections, court will continue this matter to 10-2-18.

  • Hearing

    Aug 16, 2018

RE: MOTION TO DISMISS PET’N FOR INSTRUCTIONS

Submit further support for effectiveness of disclaimer, filed more than nine months after decedent's date of death. PrC §§ 279, 280. 4. File a verified declaration to state whether notice was given, or needed, to the Director of the California Victim Compensation Board, i.e., does petitioner have any reason to believe any heir has previously been confined in any prison or other correctional facility. PrC §§ 216, 9202(b) 5. Verify Inventory and Appraisal. Form filed 5-24-18 is not dated. 6.

  • Hearing

    Aug 28, 2018

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