On May 24, 2021 a
No Value
was filed
involving a dispute between
Department Of Health Care Services,
Tolbert Susie Renee,
and
for Decedent's Estate (General Jurisdiction)
in the District Court of Los Angeles County.
Preview
05-147
0V9 ATTORNEY 0R PARTY WTHOUT ATTORNEY (Name, Sfafe Bar number, and address): FOR “mm“ W”
,.,;
SUSIE RENEE TOLBERT
15050 MONTE VISTA AE.,#184
CHINO HILLS. CA 91709
FILED
TELEPHONE No: 626—975-6937 FAX No (Optional).
SUDBNOI' Coui't 0f California
E-MAIL ADDRESS (Optional).
county 0f L05 Angelés
ATTORNEY FORm/ame): IN PRO PER , ,
SUPERIOR COURT OF CALIFORNIA, COUNTY OF LOS ANGELES JUN 1 U £0“
STREET ADDRESS: 111 N. HILL STREET Shem“ tan" ~
MAILINGADDREss griccr/Clerk
cmmozwcooe; Los ANGELES,CA 90012 9y __. ,Deputy
BRANCH NAME. M ex illnrino
ESTATE OF (Name):
JUDITH ANN EATMON DECEDENT
DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE 955E WM”?
and Acknowledgment of Receipt ‘re
I «v.8 05b 7 I
DUTIES AND LIABILITIES 0F PERSONAL REPRESENTATIVE
When the court appoints you as personal representative of an estate, you become an officer of the court and assume
certain duties and obligations. An attorney is best qualified to advise you about these matters. You should understand the
following:
1. MANAGING THE ESTATE'S ASSETS
a. Prudent investments
You must manage the estate assets with the care of a prudent person dealing with someone else's property. This
means that you must be cautious and may not make any speculative investments.
b. Keep estate assets separate
You must keep the money and property in this estate separate from anyone else's, including your own. When you
open a bank account for the estate, the account name must indicate that it is an estate account and not your
personal account. Never deposit estate funds in your personal account or otherwise mix them with your or anyone
else's property. Securities in the estate must also be held in a name that shows they are estate property and not your
personal property.
c. lnterest-bearing accounts and other investments
Except checking accounts intended for ordinary administration expenses, estate accounts must earn interest. You
for
may deposit estate funds in insured accounts in financial institutions, but you should consult with an attorney before
making other kinds of investments.
d. Other restrictions
There are many other restrictions on your authority to deal with estate property. You should not spend any of the
estate's money unless you have received permission from the court or have been advised to do so by an attorney.
You may reimburse yourself for official court costs paid by you to the county clerk and for the premium on your bond.
Without prior order of the court, you may not pay fees to yourself or to your attorney, if you have one. If you do not
obtain the court's permission when is required, you may be removed as personal representative or you may be
it
required to reimburse the estate from your own persona! funds, or both. You should consult with an attorney
concerning the legal requirements affecting sales, leases, mortgages, and investments of estate property.
2. INVENTORY 0F ESTATE PROPERTY
a. Locate the estate's property
You must attempt to locate and take possession of all the decedent’s property to be administered in the estate.
b. Determine the value of the property
L/90
You must arrange to have a court-appointed referee determine the value of the property unless the appointment is
LZ/O waived by the court. You, rather than the referee, must determine the value of certain "cash items." An attorney can
advise you about how to do this.
c. File an inventory and appraisal
Within four months after Letters are first issued to you as personal representative, you must file with the court an
inventory and appraisal of all the assets in the estate.
Page1 of2
Form AdovtwforMandam Use DUTIES AND LIABILITIES 0F PERSONAL REPRESENTATIVE Probatecm- WM
Judlcnal Councd of Cahfomia
05-147 (Rev. January 1, 20021 (Probate)
Document Filed Date
June 10, 2021
Case Filing Date
May 24, 2021
Category
Decedent's Estate (General Jurisdiction)
Status
Under Court Supervision 12/13/2021
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05-147 0V9 ATTORNEY 0R PARTY WTHOUT ATTORNEY (Name, Sfafe Bar number, and address): FOR “mm“ W” ,.,; SUSIE RENEE TOLBERT 15050 MONTE VISTA AE.,#184 CHINO HILLS. CA 91709 FILED TELEPHONE No: 626—975-6937 FAX No (Optional). SUDBNOI' Coui't 0f California E-MAIL ADDRESS (Optional). county 0f L05 Angelés ATTORNEY FORm/ame): IN PRO PER , , SUPERIOR COURT OF CALIFORNIA, COUNTY OF LOS ANGELES JUN 1 U £0“ STREET ADDRESS: 111 N. HILL STREET Shem“ tan" ~ MAILINGADDREss griccr/Clerk cmmozwcooe; Los ANGELES,CA 90012 9y __. ,Deputy BRANCH NAME. M ex illnrino ESTATE OF (Name): JUDITH ANN EATMON DECEDENT DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE 955E WM”? and Acknowledgment of Receipt ‘re I «v.8 05b 7 I DUTIES AND LIABILITIES 0F PERSONAL REPRESENTATIVE When the court appoints you as personal representative of an estate, you become an officer of the court and assume certain duties and obligations. An attorney is best qualified to advise you about these matters. You should understand the following: 1. MANAGING THE ESTATE'S ASSETS a. Prudent investments You must manage the estate assets with the care of a prudent person dealing with someone else's property. This means that you must be cautious and may not make any speculative investments. b. Keep estate assets separate You must keep the money and property in this estate separate from anyone else's, including your own. When you open a bank account for the estate, the account name must indicate that it is an estate account and not your personal account. Never deposit estate funds in your personal account or otherwise mix them with your or anyone else's property. Securities in the estate must also be held in a name that shows they are estate property and not your personal property. c. lnterest-bearing accounts and other investments Except checking accounts intended for ordinary administration expenses, estate accounts must earn interest. You for may deposit estate funds in insured accounts in financial institutions, but you should consult with an attorney before making other kinds of investments. d. Other restrictions There are many other restrictions on your authority to deal with estate property. You should not spend any of the estate's money unless you have received permission from the court or have been advised to do so by an attorney. You may reimburse yourself for official court costs paid by you to the county clerk and for the premium on your bond. Without prior order of the court, you may not pay fees to yourself or to your attorney, if you have one. If you do not obtain the court's permission when is required, you may be removed as personal representative or you may be it required to reimburse the estate from your own persona! funds, or both. You should consult with an attorney concerning the legal requirements affecting sales, leases, mortgages, and investments of estate property. 2. INVENTORY 0F ESTATE PROPERTY a. Locate the estate's property You must attempt to locate and take possession of all the decedent’s property to be administered in the estate. b. Determine the value of the property L/90 You must arrange to have a court-appointed referee determine the value of the property unless the appointment is LZ/O waived by the court. You, rather than the referee, must determine the value of certain "cash items." An attorney can advise you about how to do this. c. File an inventory and appraisal Within four months after Letters are first issued to you as personal representative, you must file with the court an inventory and appraisal of all the assets in the estate. Page1 of2 Form AdovtwforMandam Use DUTIES AND LIABILITIES 0F PERSONAL REPRESENTATIVE Probatecm- WM Judlcnal Councd of Cahfomia 05-147 (Rev. January 1, 20021 (Probate)