On November 03, 2020 a
Duties & Liabilities of Personal Representative Filed - DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE FILED BY JESSE OCHOA
was filed
involving a dispute between
Ochoa, Jesse,
and
for Petition for Letters of Administration
in the District Court of San Bernardino County.
Preview
w
DocuSign Envelope IDF7A9C198 6726 4073 6E 64E30AD2EE
i
DE 147
ITHpVT ATTORMEY POR COURt USE ONLY
ATT JRNEY OR Nams be
stata antl
aaUeess
PARTY Yi revmbar
Eric N Chung SBN 26303G
C hung Ignaci o LLP
857 Haven Avenue Suite 3C
E
Rancho Cucamc nga CA 917 3
5 PERIOR COURT OF CALIFORNIA
eaHONe rao 9 9 6a 2 3 l 2 2 Fnx r o
cr ry 9 09 6 51 3 4 3 COUNTY OF SAN BERNARDINO
rE
SAN BERNARDINO DISTRICT
opro aq
e Mn a noc Ess
ATTC3RNEYF 3R
Neme T2SS OC i s3 1 1C I7 r
ryq
SUPERIOR COURT OF CALIFORNIA COUNTY OF SA 3ER1 7ARDINO NOV Q3 LOLO
STREETRDORE55 4 I West Third Str eet
2
MAtt lNfsADORE55 1 West hird Str e t
pv
Sc3I1
C TYANC ZiPCCDDE Bernardin A u a T
BAANCFNAME SAN BERNARL INO I IS I TT2 II A GA DEPUTY
I
ESTATE OF tVame
Mary Cruz Ochc a
aECEDEta7 i
g
DUTIES AND LIASILITIES OF PERSONAL REPRESENTATIVE
and Acknowled ment of Recei t
DUTIES AND LIABILITIES QF PERSONAL REPRESENTATlVE
When the court appoints you as personal representative of an estate you becorne an officer of the court and assurne
certain dutiss and obligations An attornay s best qualified to advise
you abaut these matters You should understand the
fallowing
1 MANAGiNG THE ESTATE S ASSETS
a Prudent investments
Yau musf manage the estate asseis withihe care of a prudeni person deaGng with someone else s property This
means that you must be cauiious and may not any speculative investmer ts
makei
b Keep estate assets separate
You must keep the money and praperty inth s estate separate from anyone else s including your own When you
open a bank account for the estate ihe account name must inciicate that it is an estafe account and not your persanal
account Never deposit estate funds in your persona accounl or otherwise rnix them with your or anyone else s
property Securities in
the estate mu t also be heldin a name that shows they are estate property and not your
personal property
Interest bearing accounts and other inves ment
Except far checking accounts intended for ordinary dministratio expenses esta accounts musi earn interesi You
may deposit estate fund5 n insured eccounts infina cial ins itutions
but you should consuli with an aitorney before
making other kinds of investmen4s I
d Other rest ictions
There are many ather restriciionson your autharity t deal with estateproperty You should noi spend any of the
estate s money unless you have received permissio fram the court or have been advised to do sa by an attorney
You may reimburse yourself for official cou
t castspaid by you ta the county clerk andfor the premium on yaur bond
Withaui prior orcfer of the ce urt
you rnay not pay f es fo yourse f or to your attarney
if you have one If you do not
obtain the court s permiss on when it is requiredYou may be removed as personaf representative or you may be
required ta reimburse the estate from your own persanal funds or both You should cansult with an attorney
conceming the legal requ remenks affecfing sales leases mortgages and invesimenis of estate property
2 INVENTL RY OF ESTATE PROPERTY
a Locate the estate s praperty
You must attempt to lacate and take possession ofi a11 the decedenYs properiy tobe administered n the estate
b Determine the value of the property
You must arrange to have a eourt appointed referee determine the value oi the property unless the appointrnent is
waived by the court You rather than the referee musC determine the value of certain cash items An attorney can
advise you about how to do this
c File an inventary and appraisal
Within four months after l etters are first issued to yau as
personal representafive you musk ile
with the court an
inventory and the assets in the estate
appraisal of all P g of 2
FotmAEoptadtorMandatoryUse DUTIES AND LIABILITIES OF PERSONAL RPPRESENTATIVE ProbateCode84Q4
Judicial Council of Calilomle
DE ta7 Rev January t
2002 E9S@t1s18 Probate
C
M om FOf Yg
Jesse bchoa
DocuSign Envelope IDF7A9C196 672B 4073 BE 364E30AD2E E
ESTATE OF Name cns rvur
G A
Mary Cru z Ochaa p d
DECEDENT
d File a change of ownership
At the time you file ihe inventory and appraisalyou ust also file a change of ownership statementw3th fhe county
recorder or assessor in each county where the decedent owned reai property at the time af deatkas pravided in
sectian 480 of the Califamia Revenue and Taxation Gode
3 NOTlCE TO CREDITORS
You must mail a notice of adminisfration to each known creditar of the decedent within four months afteryour appointment
as personal representative lfthe decedent received Medi Ca assistance yau must notify the State Derector of Health
Services within 90 days afier appointment
4 INSURANCE
You should determine ihat there is appropriate and adequate insurance covering the assets and risks of the estate
Mainiain the insurance in force duririg the entire period of the administratian
5 RECQRD KEEPING
a Keep accounts
You must keep complete and accurate recards oi each financial transaction affecting the estate You will have to
prepare an account of ail money and property you have received what you have spent and the date of each
transaction You must describe in detail what you have lef after the payrnent of expenses
b Court review
Your accouni will be reviewed by the court Save your receipts because the couR may ask to reve w them If you da not
file your accountsas required the court will order
you to do sa You may be remo d as persanal representative if you
fail to comply
6 CONSULTING AN ATTORNEY
If you have an aitomey you should cooperate with the attorney at all
kimes You and your attorney are responsible tor
completing the estate adrrtinisiration as promptiy as possibleWhen in doubt contact your atiarney
NOTICE f This statement of duties and liabilities is a sumrnary and is not a complete statement of the law
Your conduct as a personal representative is governed by the law itself and not by this summary
2 If you fail to perform yaur duties or to meet the deadlines the cou t may reduce your
com ensation remove you from office and impose other sanctions
ACKNOINLED MENT OF RECEIPT
1 Ihave petitionedthe court tobe appointed as a pers nal representaiive
2 My address and telephone number are specify
7565 Belpine Place Ranchca Cuc m nga CA 91 30
909 215 047
3 I acknow edge that Ihave received a copy oftt is s atement of ihe duties and
liabilities
of ine office of personal
represeniative
Daie 9 Z4 2020
DocuSigned by
TP Cfa C 1CPr1
rnta
TYFE OR PRINT NAME SIC3VA URE U F p
T1T ClNEF
Date
TYPE R PRIN7 NAME w3G Jk
iA G F PETITIONEE s
CQNFIDENTIAL INFORMATIQN If required ta do sa by ioCaf court rule
you must pravide your date of birth and driver s
licensenumber on supplemental Form DE 147S Prab Code 8404 b
aaltftea
n zoozl DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE Page24f2
E 2ial Probate
C F S
csb cnm
E uS l C 1J
Document Filed Date
November 03, 2020
Case Filing Date
November 03, 2020
Category
Petition for Letters of Administration
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Preview
w DocuSign Envelope IDF7A9C198 6726 4073 6E 64E30AD2EE i DE 147 ITHpVT ATTORMEY POR COURt USE ONLY ATT JRNEY OR Nams be stata antl aaUeess PARTY Yi revmbar Eric N Chung SBN 26303G C hung Ignaci o LLP 857 Haven Avenue Suite 3C E Rancho Cucamc nga CA 917 3 5 PERIOR COURT OF CALIFORNIA eaHONe rao 9 9 6a 2 3 l 2 2 Fnx r o cr ry 9 09 6 51 3 4 3 COUNTY OF SAN BERNARDINO rE SAN BERNARDINO DISTRICT opro aq e Mn a noc Ess ATTC3RNEYF 3R Neme T2SS OC i s3 1 1C I7 r ryq SUPERIOR COURT OF CALIFORNIA COUNTY OF SA 3ER1 7ARDINO NOV Q3 LOLO STREETRDORE55 4 I West Third Str eet 2 MAtt lNfsADORE55 1 West hird Str e t pv Sc3I1 C TYANC ZiPCCDDE Bernardin A u a T BAANCFNAME SAN BERNARL INO I IS I TT2 II A GA DEPUTY I ESTATE OF tVame Mary Cruz Ochc a aECEDEta7 i g DUTIES AND LIASILITIES OF PERSONAL REPRESENTATIVE and Acknowled ment of Recei t DUTIES AND LIABILITIES QF PERSONAL REPRESENTATlVE When the court appoints you as personal representative of an estate you becorne an officer of the court and assurne certain dutiss and obligations An attornay s best qualified to advise you abaut these matters You should understand the fallowing 1 MANAGiNG THE ESTATE S ASSETS a Prudent investments Yau musf manage the estate asseis withihe care of a prudeni person deaGng with someone else s property This means that you must be cauiious and may not any speculative investmer ts makei b Keep estate assets separate You must keep the money and praperty inth s estate separate from anyone else s including your own When you open a bank account for the estate ihe account name must inciicate that it is an estafe account and not your persanal account Never deposit estate funds in your persona accounl or otherwise rnix them with your or anyone else s property Securities in the estate mu t also be heldin a name that shows they are estate property and not your personal property Interest bearing accounts and other inves ment Except far checking accounts intended for ordinary dministratio expenses esta accounts musi earn interesi You may deposit estate fund5 n insured eccounts infina cial ins itutions but you should consuli with an aitorney before making other kinds of investmen4s I d Other rest ictions There are many ather restriciionson your autharity t deal with estateproperty You should noi spend any of the estate s money unless you have received permissio fram the court or have been advised to do sa by an attorney You may reimburse yourself for official cou t castspaid by you ta the county clerk andfor the premium on yaur bond Withaui prior orcfer of the ce urt you rnay not pay f es fo yourse f or to your attarney if you have one If you do not obtain the court s permiss on when it is requiredYou may be removed as personaf representative or you may be required ta reimburse the estate from your own persanal funds or both You should cansult with an attorney conceming the legal requ remenks affecfing sales leases mortgages and invesimenis of estate property 2 INVENTL RY OF ESTATE PROPERTY a Locate the estate s praperty You must attempt to lacate and take possession ofi a11 the decedenYs properiy tobe administered n the estate b Determine the value of the property You must arrange to have a eourt appointed referee determine the value oi the property unless the appointrnent is waived by the court You rather than the referee musC determine the value of certain cash items An attorney can advise you about how to do this c File an inventary and appraisal Within four months after l etters are first issued to yau as personal representafive you musk ile with the court an inventory and the assets in the estate appraisal of all P g of 2 FotmAEoptadtorMandatoryUse DUTIES AND LIABILITIES OF PERSONAL RPPRESENTATIVE ProbateCode84Q4 Judicial Council of Calilomle DE ta7 Rev January t 2002 E9S@t1s18 Probate C M om FOf Yg Jesse bchoa DocuSign Envelope IDF7A9C196 672B 4073 BE 364E30AD2E E ESTATE OF Name cns rvur G A Mary Cru z Ochaa p d DECEDENT d File a change of ownership At the time you file ihe inventory and appraisalyou ust also file a change of ownership statementw3th fhe county recorder or assessor in each county where the decedent owned reai property at the time af deatkas pravided in sectian 480 of the Califamia Revenue and Taxation Gode 3 NOTlCE TO CREDITORS You must mail a notice of adminisfration to each known creditar of the decedent within four months afteryour appointment as personal representative lfthe decedent received Medi Ca assistance yau must notify the State Derector of Health Services within 90 days afier appointment 4 INSURANCE You should determine ihat there is appropriate and adequate insurance covering the assets and risks of the estate Mainiain the insurance in force duririg the entire period of the administratian 5 RECQRD KEEPING a Keep accounts You must keep complete and accurate recards oi each financial transaction affecting the estate You will have to prepare an account of ail money and property you have received what you have spent and the date of each transaction You must describe in detail what you have lef after the payrnent of expenses b Court review Your accouni will be reviewed by the court Save your receipts because the couR may ask to reve w them If you da not file your accountsas required the court will order you to do sa You may be remo d as persanal representative if you fail to comply 6 CONSULTING AN ATTORNEY If you have an aitomey you should cooperate with the attorney at all kimes You and your attorney are responsible tor completing the estate adrrtinisiration as promptiy as possibleWhen in doubt contact your atiarney NOTICE f This statement of duties and liabilities is a sumrnary and is not a complete statement of the law Your conduct as a personal representative is governed by the law itself and not by this summary 2 If you fail to perform yaur duties or to meet the deadlines the cou t may reduce your com ensation remove you from office and impose other sanctions ACKNOINLED MENT OF RECEIPT 1 Ihave petitionedthe court tobe appointed as a pers nal representaiive 2 My address and telephone number are specify 7565 Belpine Place Ranchca Cuc m nga CA 91 30 909 215 047 3 I acknow edge that Ihave received a copy oftt is s atement of ihe duties and liabilities of ine office of personal represeniative Daie 9 Z4 2020 DocuSigned by TP Cfa C 1CPr1 rnta TYFE OR PRINT NAME SIC3VA URE U F p T1T ClNEF Date TYPE R PRIN7 NAME w3G Jk iA G F PETITIONEE s CQNFIDENTIAL INFORMATIQN If required ta do sa by ioCaf court rule you must pravide your date of birth and driver s licensenumber on supplemental Form DE 147S Prab Code 8404 b aaltftea n zoozl DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE Page24f2 E 2ial Probate C F S csb cnm E uS l C 1J