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WOONONA
SUPERIOR COURT OF CALIFORNIA
COUNTY OF SAN FRANCISCO
Document Scanning Lead Sheet
Dec-22-2014 11:46 am
Case Number: PES-14-298369
Filing Date: Dec-22-2014 10:23
Filed by: LYDIA PAREDES
Juke Box: 001 Image: 04730958
PETITION FOR LETTERS OF ADMINISTRATION
THE ESTATE OF NELSON STEVEN KATZ
001P04730958
Instructions:
Please place this sheet on top of the document to be scanned.ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address):
|_Mary Ann Hurlimann
CABar: 79291
Baumann & Hurlimann
495 Seaport Ct. #101, Redwood City, CA 94063
tevePHoneNo: 650 381-0200 FAX NO. (Optionay: 650 381-0500
E-MAILADDRESS (Optionay: Mah@baumannhurlimann.com
ATTORNEY FOR (wame): Hilary Hausman, Administrator
‘SUPERIOR COURT OF CALIFORNIA, COUNTY OF San Francisco
street anoress: 400 McAllister St. Dept.204
MAILING ADDRESS:
cry anozipcooe: San Francisco, CA 94102-4514
BRANCH NAME:
FI LE D
Superior Court of California
County of San Francisco
DEC 2 2 2014
THE COURT
Deputy Clerk
CLER
BY:
ESTATE OF (Name):
Steven Nelson Katz
DECEDENT
PETITION FOR [_] Probate of Will and for Letters Testamentary
[1] Probate of Will and for Letters of Administration with
Will Annexed
(Z1 Letters of Administration
[1] Letters of Special Administration [__] with general powers
Authorization to Administer Under the Independent
Administration of Estates Act [__] with limited authority
"pes 1 4-298369
JAN 2 1 2015
_ Publication will be in (specify name of newspaper): The Recorder (San Francisco)
a. (2) Publication requested.
b. [1] Publication to be arranged.
2. Petitioner (name each): Hilary K. Hausman
a. [) decedent's will and codicils, if any, be admitted to probate.
b. [] (name): Hilary K. Hausman
be appointed
(1) 2) executor
(2) [2] administrator with will annexed
(3) (21 administrator
(4) (1 special administrator [_] with general powers
and Letters issue upon qualification.
full [77] limited authority be granted to administer under the Independent Administration of Estates Act.
d. (1) bond not be required for the reasons stated in item 3d.
ge Cos bond be fixed. The bond will be furnished by an admitted surety insurer or as
otherwise provided by law. (Specify reasons in Attachment 2 if the amount is different from the maximum
required by Prob. Code, § 8482.)
3) [3 $s in deposits in a blocked account be allowed. Receipts will be filed.
(Specify institution and location):
3. a. Decedent died on (date): September 15, 2014 at (place):
(1) [71 aresident of the county named above.
(2) £2) anonresident of California and left an estate in the county named above located at (specify location
permitting publication in the newspaper named in item 1):
b. Street address, city, and county of decedent's residence at time of death (specify):
1801 Wedemeyer St. #512, San Francisco, San Francisco County, CA
Page 10f4
Form Adept fo Mandar Ute PETITION FOR PROBATE Probate Cove, 9 e002, 1480
DE-111 [Rev. March 1, 2008] (Probate—Decedents Estates)DE-111
(1)
(2)
3
(4
(5)
(6)
7
d. (1)
ESTATE OF (Name): ‘CASE NUMBER
|_ Steven Nelson Katz
DECEDENT
3. c. Character and estimated value of the property of the estate (complete in all cases):
Personal property: $ 1,367,000
Annual gross income from
(a)_ real property: $0
(b) personal property: $ 2,000
Subtotal (add (1) and (2)): $ 1,369,000
Gross fair market value of real property: $ 0
(Less) Encumbrances: $( 0 )
Net value of real property: $0
Total (add (3) and (6): $ 1,369,000
Will waives bond. [_] Special administrator is the named executor, and the will waives bond.
(—) Allbeneficiaries are adults and have waived bond, and the will does not require a bond.
(2)
(3)
(4)
e. (1)
(2)
(Affix waiver as Attachment 3d(2).)
_Z] Allheirs at !aw are adults and have waived bond. (Affix waiver as Attachment 3d(3).)
Sole personal representative is a corporate fiduciary or an exempt government agency.
[71 Decedent died intestate.
(1 Copy of decedent's will dated: [] codicil dated (specify for each):
are affixed as Attachment 3e(2).
(include typed copies of handwritten documents and English translations of foreign-language documents.)
[1 The will and all codicils are self-proving (Prob. Code, § 8220).
f. Appointment of personal representative (check ail applicable boxes):
(1)
(2)
(3)
Appointment of executor or administrator with will annexed:
(a) Co Proposed executor is named as executor in the will and consents to act.
(b) 2] No executor is named in the will.
(c) [1] Proposed personal representative is a nominee of a person entitled to Letters.
(Affix nomination as Attachment 3f(1)(c).)
(d) Other named executors will not act because of death declination
other reasons (specify):
Continued in Attachment 3f(1)(d).
Appointment of administrator:
(a) Petitioner is a person entitled to Letters. (if necessary, explain priority in Attachment 3f(2)(a).)
(b) Petitioner is a nominee of a person entitled to Letters. (Affix nomination as Attachment 3f(2)(b).)
(c) [7] Petitioner is related to the decedent as (specify): Sister
Appointment of special administrator requested. (Specify grounds and requested powers in Attachment 3f(3).)
g. Proposed personal representative is a
(3)
(4)
resident of California.
nonresident of California (specify permanent address):
[1 resident of the United States.
[1 nonresident of the United States.
06-11 Rev. Marsh, 2006 PETITION FOR PROBATE age Zot
(Probate—Decedents Estates)DE-111
ESTATE OF (Name): CASE NUMBER:
Steven Nelson Katz,
4. [1] Decedent's will does not preclude administration of this estate under the Independent Administration of Estates Act.
5. a. Decedent was survived by (check items (1) or (2), and (3) or (4), and (5) or (6), and (7) or (8)
(1) Co spouse.
(2) no spouse as follows:
(a) (1 divorced or never married.
(v) [1 spouse deceased.
(3) (£21 registered domestic partner.
(4) no registered domestic partner.
(See Fam. Code, § 297.5(c); Prob. Code, §§ 37(b), 6401(c), and 6402.)
(5) [J child as follows:
(a) (1 natural or adopted.
(>) [J natural adopted by a third party.
© no child.
(7) [1] issue of a predeceased child.
(8) no issue of a predeceased child.
b. Decedent [__] was [7] wasnot survived by a stepchild or foster child or children who would have been adopted by
decedent but for a legal barrier. (See Prob. Code, § 6454.)
6. (Complete if decedent was survived by (1) a spouse or registered domestic partner but no issue (only a or b apply),
or (2) no spouse, registered domestic partner, or issue. (Check the first box that applies):
(1 Decedent was survived by a parent or parents who are listed in item 8.
(1 Decedent was survived by issue of deceased parents, all of whom are listed in item 8.
(1) Decedent was survived by a grandparent or grandparents who are listed in item 8.
(-) Decedent was survived by issue of grandparents, all of whom are listed in item 8.
Cc
Co
CS
Decedent was survived by issue of a predeceased spouse, all of whom are listed it
Decedent was survived by next of kin, all of whom are listed in item 8.
Decedent was survived by parents of a predeceased spouse or issue of those parents, if both are predeceased, all of
whom are listed in item 8.
h. [22] Decedent was survived by no known next of kin.
7. (Complete only if no spouse or issue survived decedent.)
a. CZ) decedent had no predeceased spouse.
b. [-] Decedent had a predeceased spouse who
(1) [1 died not more than 15 years before decedent and who owned an interest in real property that passed
to decedent,
(2) [1] died not more than five years before decedent and who owned personal property valued at $10,000
or more that passed to decedent,
(If you checked (1) or (2), check only the first box that applies):
(a) (1 decedent was survived by issue of a predeceased spouse, all of whom are listed in item 8.
(b) £] Decedent was survived by a parent or parents of the predeceased spouse who are listed in item 8.
(©) (J Decedent was survived by issue of a parent of the predeceased spouse, all of whom are listed in item 8.
(d) [7] Decedent was survived by next of kin of the decedent, all of whom are listed in item 8.
(e) [-] Decedent was survived by next of kin of the predeceased spouse, all of whom are listed in item 8.
(3) [1 neither (1) nor (2) apply.
item 8.
@meaogD
8. Listed on the next page are the names, relationships to decedent, ages, and addresses, so far as known to or reasonably
ascertainable by petitioner, of (1) all persons mentioned in decedent's will or any codicil, whether living or deceased; (2) all persons
named or checked in items 2, 5, 6, and 7; and (3) all beneficiaries of a trust named in decedent's will or any codicil in which the
trustee and personal representative are the same person.
DE-111 [Rev. March 1, 2008] Page 3.0f 4
PETITION FOR PROBATE
(Probate—Decedents Estates)DE-111
ESTATE OF (Name): ‘CASE NUMBER:
Steven Nelson Katz
DECEDENT
8. Name and relationship to decedent Age Address
Hilary K. Hausman adult 335 Quay Ln., Redwood City, CA 94065
Stephanie Katz adult 1388 W. University Ave., Bethlehem PA18015
[= Continued on Attachment 8.
9. Number of pages attached: 0
Date: NS ft { ae
Mary Ann Hurlimann
(TYPE OR PRINT NAME OF ATTORNEY )
(SIGNATURE OF ATTORNEY)"
* (Signatures of all petitoners are also required eae sutmynunny tetas yout Se Code, §§ 1020, 1021; Cal. Rules of Court, rule 7.103),)
| declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
Date:
e
Hilary K. Hausman DP Abed
(TYPE OR PRINT NAME OF PETITIONER)
(SIGNATURE OF PETITIONER)
(TYPE OR PRINT NAME OF PETITIONER)
[J Signatures of additional petitioners follow last attachment.
DE-111 [Rev. March 1, 2008}
(SIGNATURE OF PETITIONER)
PETITION FOR PROBATE Page 4 of 4
(Probate—Decedents Estates)~ Seat
Attachment 3d(3) - Waiver of Bond
Superior Court of San Francisco
In the Matter of the Estate of Steven Katz
Case #:
The undersigned are the sole surviving issue of the deceased parents of the Deceased, Steven
Katz, a resident of the City and County of San Francisco. We waive the requirement for a bond
as set forth in Section 2 and 3d(3) of the Petition to which this is attached.
Further, we ask that Hilary Hausman be appointed Administrator of the estate of our brother,
Steven Katz with full authority under the Independent Administration of Estates Act.
Date: October_¥ _, 2014
Mtg Fe
Hilary Hausman
—Meahasie ate
Stephanie Katz
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WOONONA SUPERIOR COURT OF CALIFORNIA COUNTY OF SAN FRANCISCO Document Scanning Lead Sheet Dec-22-2014 11:46 am Case Number: PES-14-298369 Filing Date: Dec-22-2014 10:23 Filed by: LYDIA PAREDES Juke Box: 001 Image: 04730958 PETITION FOR LETTERS OF ADMINISTRATION THE ESTATE OF NELSON STEVEN KATZ 001P04730958 Instructions: Please place this sheet on top of the document to be scanned.ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address): |_Mary Ann Hurlimann CABar: 79291 Baumann & Hurlimann 495 Seaport Ct. #101, Redwood City, CA 94063 tevePHoneNo: 650 381-0200 FAX NO. (Optionay: 650 381-0500 E-MAILADDRESS (Optionay: Mah@baumannhurlimann.com ATTORNEY FOR (wame): Hilary Hausman, Administrator ‘SUPERIOR COURT OF CALIFORNIA, COUNTY OF San Francisco street anoress: 400 McAllister St. Dept.204 MAILING ADDRESS: cry anozipcooe: San Francisco, CA 94102-4514 BRANCH NAME: FI LE D Superior Court of California County of San Francisco DEC 2 2 2014 THE COURT Deputy Clerk CLER BY: ESTATE OF (Name): Steven Nelson Katz DECEDENT PETITION FOR [_] Probate of Will and for Letters Testamentary [1] Probate of Will and for Letters of Administration with Will Annexed (Z1 Letters of Administration [1] Letters of Special Administration [__] with general powers Authorization to Administer Under the Independent Administration of Estates Act [__] with limited authority "pes 1 4-298369 JAN 2 1 2015 _ Publication will be in (specify name of newspaper): The Recorder (San Francisco) a. (2) Publication requested. b. [1] Publication to be arranged. 2. Petitioner (name each): Hilary K. Hausman a. [) decedent's will and codicils, if any, be admitted to probate. b. [] (name): Hilary K. Hausman be appointed (1) 2) executor (2) [2] administrator with will annexed (3) (21 administrator (4) (1 special administrator [_] with general powers and Letters issue upon qualification. full [77] limited authority be granted to administer under the Independent Administration of Estates Act. d. (1) bond not be required for the reasons stated in item 3d. ge Cos bond be fixed. The bond will be furnished by an admitted surety insurer or as otherwise provided by law. (Specify reasons in Attachment 2 if the amount is different from the maximum required by Prob. Code, § 8482.) 3) [3 $s in deposits in a blocked account be allowed. Receipts will be filed. (Specify institution and location): 3. a. Decedent died on (date): September 15, 2014 at (place): (1) [71 aresident of the county named above. (2) £2) anonresident of California and left an estate in the county named above located at (specify location permitting publication in the newspaper named in item 1): b. Street address, city, and county of decedent's residence at time of death (specify): 1801 Wedemeyer St. #512, San Francisco, San Francisco County, CA Page 10f4 Form Adept fo Mandar Ute PETITION FOR PROBATE Probate Cove, 9 e002, 1480 DE-111 [Rev. March 1, 2008] (Probate—Decedents Estates)DE-111 (1) (2) 3 (4 (5) (6) 7 d. (1) ESTATE OF (Name): ‘CASE NUMBER |_ Steven Nelson Katz DECEDENT 3. c. Character and estimated value of the property of the estate (complete in all cases): Personal property: $ 1,367,000 Annual gross income from (a)_ real property: $0 (b) personal property: $ 2,000 Subtotal (add (1) and (2)): $ 1,369,000 Gross fair market value of real property: $ 0 (Less) Encumbrances: $( 0 ) Net value of real property: $0 Total (add (3) and (6): $ 1,369,000 Will waives bond. [_] Special administrator is the named executor, and the will waives bond. (—) Allbeneficiaries are adults and have waived bond, and the will does not require a bond. (2) (3) (4) e. (1) (2) (Affix waiver as Attachment 3d(2).) _Z] Allheirs at !aw are adults and have waived bond. (Affix waiver as Attachment 3d(3).) Sole personal representative is a corporate fiduciary or an exempt government agency. [71 Decedent died intestate. (1 Copy of decedent's will dated: [] codicil dated (specify for each): are affixed as Attachment 3e(2). (include typed copies of handwritten documents and English translations of foreign-language documents.) [1 The will and all codicils are self-proving (Prob. Code, § 8220). f. Appointment of personal representative (check ail applicable boxes): (1) (2) (3) Appointment of executor or administrator with will annexed: (a) Co Proposed executor is named as executor in the will and consents to act. (b) 2] No executor is named in the will. (c) [1] Proposed personal representative is a nominee of a person entitled to Letters. (Affix nomination as Attachment 3f(1)(c).) (d) Other named executors will not act because of death declination other reasons (specify): Continued in Attachment 3f(1)(d). Appointment of administrator: (a) Petitioner is a person entitled to Letters. (if necessary, explain priority in Attachment 3f(2)(a).) (b) Petitioner is a nominee of a person entitled to Letters. (Affix nomination as Attachment 3f(2)(b).) (c) [7] Petitioner is related to the decedent as (specify): Sister Appointment of special administrator requested. (Specify grounds and requested powers in Attachment 3f(3).) g. Proposed personal representative is a (3) (4) resident of California. nonresident of California (specify permanent address): [1 resident of the United States. [1 nonresident of the United States. 06-11 Rev. Marsh, 2006 PETITION FOR PROBATE age Zot (Probate—Decedents Estates)DE-111 ESTATE OF (Name): CASE NUMBER: Steven Nelson Katz, 4. [1] Decedent's will does not preclude administration of this estate under the Independent Administration of Estates Act. 5. a. Decedent was survived by (check items (1) or (2), and (3) or (4), and (5) or (6), and (7) or (8) (1) Co spouse. (2) no spouse as follows: (a) (1 divorced or never married. (v) [1 spouse deceased. (3) (£21 registered domestic partner. (4) no registered domestic partner. (See Fam. Code, § 297.5(c); Prob. Code, §§ 37(b), 6401(c), and 6402.) (5) [J child as follows: (a) (1 natural or adopted. (>) [J natural adopted by a third party. © no child. (7) [1] issue of a predeceased child. (8) no issue of a predeceased child. b. Decedent [__] was [7] wasnot survived by a stepchild or foster child or children who would have been adopted by decedent but for a legal barrier. (See Prob. Code, § 6454.) 6. (Complete if decedent was survived by (1) a spouse or registered domestic partner but no issue (only a or b apply), or (2) no spouse, registered domestic partner, or issue. (Check the first box that applies): (1 Decedent was survived by a parent or parents who are listed in item 8. (1 Decedent was survived by issue of deceased parents, all of whom are listed in item 8. (1) Decedent was survived by a grandparent or grandparents who are listed in item 8. (-) Decedent was survived by issue of grandparents, all of whom are listed in item 8. Cc Co CS Decedent was survived by issue of a predeceased spouse, all of whom are listed it Decedent was survived by next of kin, all of whom are listed in item 8. Decedent was survived by parents of a predeceased spouse or issue of those parents, if both are predeceased, all of whom are listed in item 8. h. [22] Decedent was survived by no known next of kin. 7. (Complete only if no spouse or issue survived decedent.) a. CZ) decedent had no predeceased spouse. b. [-] Decedent had a predeceased spouse who (1) [1 died not more than 15 years before decedent and who owned an interest in real property that passed to decedent, (2) [1] died not more than five years before decedent and who owned personal property valued at $10,000 or more that passed to decedent, (If you checked (1) or (2), check only the first box that applies): (a) (1 decedent was survived by issue of a predeceased spouse, all of whom are listed in item 8. (b) £] Decedent was survived by a parent or parents of the predeceased spouse who are listed in item 8. (©) (J Decedent was survived by issue of a parent of the predeceased spouse, all of whom are listed in item 8. (d) [7] Decedent was survived by next of kin of the decedent, all of whom are listed in item 8. (e) [-] Decedent was survived by next of kin of the predeceased spouse, all of whom are listed in item 8. (3) [1 neither (1) nor (2) apply. item 8. @meaogD 8. Listed on the next page are the names, relationships to decedent, ages, and addresses, so far as known to or reasonably ascertainable by petitioner, of (1) all persons mentioned in decedent's will or any codicil, whether living or deceased; (2) all persons named or checked in items 2, 5, 6, and 7; and (3) all beneficiaries of a trust named in decedent's will or any codicil in which the trustee and personal representative are the same person. DE-111 [Rev. March 1, 2008] Page 3.0f 4 PETITION FOR PROBATE (Probate—Decedents Estates)DE-111 ESTATE OF (Name): ‘CASE NUMBER: Steven Nelson Katz DECEDENT 8. Name and relationship to decedent Age Address Hilary K. Hausman adult 335 Quay Ln., Redwood City, CA 94065 Stephanie Katz adult 1388 W. University Ave., Bethlehem PA18015 [= Continued on Attachment 8. 9. Number of pages attached: 0 Date: NS ft { ae Mary Ann Hurlimann (TYPE OR PRINT NAME OF ATTORNEY ) (SIGNATURE OF ATTORNEY)" * (Signatures of all petitoners are also required eae sutmynunny tetas yout Se Code, §§ 1020, 1021; Cal. Rules of Court, rule 7.103),) | declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Date: e Hilary K. Hausman DP Abed (TYPE OR PRINT NAME OF PETITIONER) (SIGNATURE OF PETITIONER) (TYPE OR PRINT NAME OF PETITIONER) [J Signatures of additional petitioners follow last attachment. DE-111 [Rev. March 1, 2008} (SIGNATURE OF PETITIONER) PETITION FOR PROBATE Page 4 of 4 (Probate—Decedents Estates)~ Seat Attachment 3d(3) - Waiver of Bond Superior Court of San Francisco In the Matter of the Estate of Steven Katz Case #: The undersigned are the sole surviving issue of the deceased parents of the Deceased, Steven Katz, a resident of the City and County of San Francisco. We waive the requirement for a bond as set forth in Section 2 and 3d(3) of the Petition to which this is attached. Further, we ask that Hilary Hausman be appointed Administrator of the estate of our brother, Steven Katz with full authority under the Independent Administration of Estates Act. Date: October_¥ _, 2014 Mtg Fe Hilary Hausman —Meahasie ate Stephanie Katz