Preview
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DE-1 60lGC-040
ATTORNEY OR PARTY WITHOUT ATTORNEY (Name‘ stale bar number. and address): FOR COURT USE ONLY
Kariann Voorhees 295290
‘Voorhees & Ratzlaff Law Group, LLP
13831 Roswell Ave Suite D
Chino CALIFORNIA (CA) 91 71 0
909-334-1 425 FAX NO. 909-325-2705
TELEPHONE
ADDRESS
No.; (Optional).
F I L ED
E-MAIL (Optional), kari@voorheeslawgroup.com StéPOEURl¢$§
CALIFORNIA
ArrORNEY FOR (Name),
.
LISA DEE JENKINS
gggfig g; RNARDINO
SAN BERNARDINO DISTRICT
SUPERIOR COURT 0F CALIFORNIA, COUNTY 0F San Bernardino
STREET ADDRESS: 247 West Third Street :7
MAILING ADDRESS:
SEP 2 7822
cm AND ZIP CODE: San Bernardino 9241 5-021 0
BRANCH NAME: San Bernardino District-Probate Division mY W2")? "
ESTATE 0F (Name); AMYVGAMEZREYESfiDEPUT‘A’
DEBORA YVONNE HELLWEG
m DECEDENI‘ E CONSERVATEE E MINOR
CASE NUMBER:
INVENTORY AND APPRAISAL
E
m Partial No; E
E correCted
PROPSZOOO700
Date ofDeam ofDecedentoroprpomtmemof
E Final
SUPP'emental m Reappraisal for Sale
Property Tax Certificate
GuardianorConservator:
02/28/2020
APPRAISALS
1. Total appraisal by representative, guardian, or conservator (Attachment 1): $ 0-00
2. Total appraisal by referee (Attachment 2): $ 1 80 , 00 0 . 00
TOTAL: $ 180,000.00
DECLARATION OF REPRESENTATIVE, GUARDIAN, CONSERVATOR, OR SMALL ESTATE CLAIMANT
3. Attachments
all
just claims the estate
E 1 and 2 together with
a portion
all
of the estate that
has agains‘ me.
prior inventories filed contain a true
l have
has come to
truly,
statement of
my knowledge or possession, including particulariy all money and
honestly, and impartially appraTsed to the best of my ability each item set
all
forth in
4.
5.
E
Attachment
No
Property tax certificate.
1.
probate referee is
|
required
certify that
E by order of the court dated (specify):
the requirements of Revenue and Taxation Code section 480
Dare
m
a.
b. have been
not applicable because the decedent
CaIifornia in
satisfied
owned no real property in California at the time of death.
by the fiiing of a change of ownership statement with the county recorder or assessor of each county
which the decedent owned property at the time of death.
in
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
Date; July 5, 2022 \
Lisa Dee Jenkins ’ ’
(TYPE OR PRINT NAME; |NCLUDE TITLE IF CORPORATE OFFICER) ( S l ATURE)
STATEMENT ABOUT THE BOND
(Complete in all cases. Must be signed by attorney for fiduciary, or by fiduciary without an attorney.)
6.
7.
8.
E
E
Bond
Bond
Receipts
is
filed
waived, or the sole fiduciary
in
for:
the
S
amount of: $
is
have been filed
E
a corporate fiduciary or an exempt government agency.
Sufficient
with the court for deposits
E in
Insufficient
a blocked account at (specify
institution and location):
Ju y |
5, 202 2 . , \
Date:
Kariann Voorhees } Kw dd
1"
,
A
X/ Y)
,
V!
v
b
m7fLL49 L’
1a r. A,
j
(TYPE 0R PRiNT NAME) (SIGNATURE OF ATTORNEY OR PARTY WITHOUT ATTORNEY)
Page 1 of 2
M Probate Code, §§ 2610-2616. 8800-8980;
F Ad l df d t U se
omdiaaolpceounocril ofagaifggia INVENTORY AND APPRAISAL CaIA Rules of Coun. rule 7,501
DE-160/GC-040 [Rem January 1, 2007] www.couninfoca‘gov
DE-1 60160040
ESTATE OF (Name): CASE NUMBER.
DEBORA YVONNE HELLWEG
m DECEDENT C] CONSERVATEE m maNOR
PROP82000700
DECLARA‘HON OF PROBATE REFEREE
9. I have truiy‘ and impartially appraised to the best of my ability each item set forth in
honestly,
Attachment 2.
10‘ A true account of my commission and expenses actually and necessarily incurred
pursuant to my appointment is:
Statutory commission: $ 1 80 00 .
Expenses (specify): S 40 . 00
TOTAL: 5 220 00 .
l declare under penalty of perjury under the laws of the State of California
Date: 8/21 /2022
JamesflSmothgrs, Probate Referee
(TYPE 0R PRINT NAME;
that the foregoing
I
INSTRUCTIONS
(See Probate Code sections 2610-2613, 8801, 8804, 8852, 8905, 8960, 8961, and 3963
’é ,W £0
for additional instructions.)
is true and correct.
(SCGNATURE OF REFEREE)
M '
3. See Probate Code section 8850 for items, to be included in the inventory.
2A Ifthe minor or conservatee is or has beer; during the guardianship or
conservatorship confined in a state hospital
under the jurisdiction of the State Department of Mental Health or the State Department
of Developmental Services,
mail a copy to the director of the approprgte department in Sacramento.
(Prob. Code, § 261 1 ‘)
3. The representative, guardian, conservator, or smali estate claimant shall list on Attachment
1 and appraise as of the
date of death of the decedent or the dategof appointment of the guardian or
conservator, at fair market value, moneys,
currency, cash items, bank accounts andjamounts on deposit with each financial institution
(as defined in Probate
Code section 40). and the proceeds of life and accident insurance policies and retirement plans
payable upon death in
lump sum amounts to the estate, except items whose fair market value is, in the opinion
of the representative, an
amount different from the ostensible value or specified amount.
4. The representative, guardian, conservatop or small estate claimant shall list in Attachment 2 a1! other assets of the
estate which shafl be appraised by the rekree.
5. If joint tenancy and other assets are 'isted for
appraisal purposes only and not as part of the probate estate. they must
be separately Iisted on additional attachments and their value exciuded from the total valuation of Attachments
1 and 2.
6. Each attachment should conform to the format approved by the Judicial Council. (See Inventory and Appraisal Attach-
ment (form DE-161lGC-041) and Cal. Rules of Court, rules 2100—21 19.)
06 16060040 [Rem January 2007}
Pm 2 of 2
1‘
’NVENTORY AND APPRA'SAL
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\y \I DE-1 60lGC-040 ATTORNEY OR PARTY WITHOUT ATTORNEY (Name‘ stale bar number. and address): FOR COURT USE ONLY Kariann Voorhees 295290 ‘Voorhees & Ratzlaff Law Group, LLP 13831 Roswell Ave Suite D Chino CALIFORNIA (CA) 91 71 0 909-334-1 425 FAX NO. 909-325-2705 TELEPHONE ADDRESS No.; (Optional). F I L ED E-MAIL (Optional), kari@voorheeslawgroup.com StéPOEURl¢$§ CALIFORNIA ArrORNEY FOR (Name), . LISA DEE JENKINS gggfig g; RNARDINO SAN BERNARDINO DISTRICT SUPERIOR COURT 0F CALIFORNIA, COUNTY 0F San Bernardino STREET ADDRESS: 247 West Third Street :7 MAILING ADDRESS: SEP 2 7822 cm AND ZIP CODE: San Bernardino 9241 5-021 0 BRANCH NAME: San Bernardino District-Probate Division mY W2")? " ESTATE 0F (Name); AMYVGAMEZREYESfiDEPUT‘A’ DEBORA YVONNE HELLWEG m DECEDENI‘ E CONSERVATEE E MINOR CASE NUMBER: INVENTORY AND APPRAISAL E m Partial No; E E correCted PROPSZOOO700 Date ofDeam ofDecedentoroprpomtmemof E Final SUPP'emental m Reappraisal for Sale Property Tax Certificate GuardianorConservator: 02/28/2020 APPRAISALS 1. Total appraisal by representative, guardian, or conservator (Attachment 1): $ 0-00 2. Total appraisal by referee (Attachment 2): $ 1 80 , 00 0 . 00 TOTAL: $ 180,000.00 DECLARATION OF REPRESENTATIVE, GUARDIAN, CONSERVATOR, OR SMALL ESTATE CLAIMANT 3. Attachments all just claims the estate E 1 and 2 together with a portion all of the estate that has agains‘ me. prior inventories filed contain a true l have has come to truly, statement of my knowledge or possession, including particulariy all money and honestly, and impartially appraTsed to the best of my ability each item set all forth in 4. 5. E Attachment No Property tax certificate. 1. probate referee is | required certify that E by order of the court dated (specify): the requirements of Revenue and Taxation Code section 480 Dare m a. b. have been not applicable because the decedent CaIifornia in satisfied owned no real property in California at the time of death. by the fiiing of a change of ownership statement with the county recorder or assessor of each county which the decedent owned property at the time of death. in I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Date; July 5, 2022 \ Lisa Dee Jenkins ’ ’ (TYPE OR PRINT NAME; |NCLUDE TITLE IF CORPORATE OFFICER) ( S l ATURE) STATEMENT ABOUT THE BOND (Complete in all cases. Must be signed by attorney for fiduciary, or by fiduciary without an attorney.) 6. 7. 8. E E Bond Bond Receipts is filed waived, or the sole fiduciary in for: the S amount of: $ is have been filed E a corporate fiduciary or an exempt government agency. Sufficient with the court for deposits E in Insufficient a blocked account at (specify institution and location): Ju y | 5, 202 2 . , \ Date: Kariann Voorhees } Kw dd 1" , A X/ Y) , V! v b m7fLL49 L’ 1a r. A, j (TYPE 0R PRiNT NAME) (SIGNATURE OF ATTORNEY OR PARTY WITHOUT ATTORNEY) Page 1 of 2 M Probate Code, §§ 2610-2616. 8800-8980; F Ad l df d t U se omdiaaolpceounocril ofagaifggia INVENTORY AND APPRAISAL CaIA Rules of Coun. rule 7,501 DE-160/GC-040 [Rem January 1, 2007] www.couninfoca‘gov DE-1 60160040 ESTATE OF (Name): CASE NUMBER. DEBORA YVONNE HELLWEG m DECEDENT C] CONSERVATEE m maNOR PROP82000700 DECLARA‘HON OF PROBATE REFEREE 9. I have truiy‘ and impartially appraised to the best of my ability each item set forth in honestly, Attachment 2. 10‘ A true account of my commission and expenses actually and necessarily incurred pursuant to my appointment is: Statutory commission: $ 1 80 00 . Expenses (specify): S 40 . 00 TOTAL: 5 220 00 . l declare under penalty of perjury under the laws of the State of California Date: 8/21 /2022 JamesflSmothgrs, Probate Referee (TYPE 0R PRINT NAME; that the foregoing I INSTRUCTIONS (See Probate Code sections 2610-2613, 8801, 8804, 8852, 8905, 8960, 8961, and 3963 ’é ,W £0 for additional instructions.) is true and correct. (SCGNATURE OF REFEREE) M ' 3. See Probate Code section 8850 for items, to be included in the inventory. 2A Ifthe minor or conservatee is or has beer; during the guardianship or conservatorship confined in a state hospital under the jurisdiction of the State Department of Mental Health or the State Department of Developmental Services, mail a copy to the director of the approprgte department in Sacramento. (Prob. Code, § 261 1 ‘) 3. The representative, guardian, conservator, or smali estate claimant shall list on Attachment 1 and appraise as of the date of death of the decedent or the dategof appointment of the guardian or conservator, at fair market value, moneys, currency, cash items, bank accounts andjamounts on deposit with each financial institution (as defined in Probate Code section 40). and the proceeds of life and accident insurance policies and retirement plans payable upon death in lump sum amounts to the estate, except items whose fair market value is, in the opinion of the representative, an amount different from the ostensible value or specified amount. 4. The representative, guardian, conservatop or small estate claimant shall list in Attachment 2 a1! other assets of the estate which shafl be appraised by the rekree. 5. If joint tenancy and other assets are 'isted for appraisal purposes only and not as part of the probate estate. they must be separately Iisted on additional attachments and their value exciuded from the total valuation of Attachments 1 and 2. 6. Each attachment should conform to the format approved by the Judicial Council. (See Inventory and Appraisal Attach- ment (form DE-161lGC-041) and Cal. Rules of Court, rules 2100—21 19.) 06 16060040 [Rem January 2007} Pm 2 of 2 1‘ ’NVENTORY AND APPRA'SAL