Preview
DE-1 60IGC-040
ATI'ORNEY OR PARTY WITHOUT ATTORNEY (Name, state bar number, and address): FOR COURT USE ONLY
JACQUELINE M. CAREY- WILSON Deputy County Counsel, SBN 180072
RAMONA E. VERDUZCO Deputy County Counsel, SBN 216979
THOMAS DALE BUNTON, County Counsel SBN 193560
385 North Arrowhead Avenue, Fourth Floor
San Bernardino, CA 92415—0140 D
TELEPHONE No.: (909) 798-8500
SUPERIOR EQU- E
FAX No. (Optional): (909) 798-8575 COUNTO
OF SE; (8):: CALlFDRNlA
E-MAILADDRESS (Optional): RNA
AROINQ
Office of the Public Guardian of San Bernardino County
Arroanev Fonmame): ‘
SUPERIOR COURT OF CALIFORNIA, COUNTY OF SAN BERNARDINO MAR 2 ? 2023
smeemooaess: 247 West Third Street, Second Floor ‘
‘
MAILING ADDRESS: 247 West Third Street, Second Floor ‘/\ "I
CITY AND ZIP CODE: San Bernardino, CA 9241 5 BY:
Te r933
. . Carvera'
BRANCH NAME: Central Dlstrlct DopUty
££wa SUCCESSOR TRUSTEE
FOREMAN FAMILY TRUST,
OF: WILFRED W. AND IMOGENE
J.
E DECEDENT
INVENTORY AND APPRAISAL
E CONSERVATEE E MINOR
CASE ”UMBER:
D Partial No.2 1 E
E corrected
TRUSB 2100051
Date ofWAppoir-‘lmemof
mxmowmstee:
E Final
supplemental No.: D Reappraisal forSaIe
Property Tax Certificate AUG 02’ 2021
APPRAISALS
1. Total appraisal by representative, guardian, or conservator (Attachment 1): $ 120,000.00
2. Total appraisal by referee (Attachment 2): $
TOTAL: $ 120,000.00
DECLARATION OF REPRESENTATIVE, GUARDIAN, CONSERVATOR, OR SMALL ESTATE CLAIMANT
3.
D
Attachments
all
and 2 together with all prior inventories filed contain a true statement of
1
a portion of the estate that has come to my knowledge or possession, inciuding panicularly all money and all
just claims the estate has against me. have truly, honestly, and impartially appraised to the best of my ability each item set forth
I
4.
in Attachment 1.
No probate
Property tax certificate.
referee is required E by order of the court dated (specify):
5.
a.
b.
E
D
I certify that the
are not applicable because the decedent
requirements of Revenue and Taxation
owned no
Code section 480
real property in California at the time of death.
have been satisfied by the filing of a change of ownership statement with the county recorder or assessor of each county
in California in which the decedent owned property at the time of death.
'
I declare under penalty of perjury under the laws of the State of California that the foregoing true and correct.
Date; MAR 2 2 2023
PUBLIC GUARDIAN
of San Bernardino Countv >
(TYPE 0R PRINT NAME; INCLUDE TITLE IF CORPORATE OFFICER) ADRIANA GARZIA PINASIGNATURE)
Senior Deoutv Public Guardian
STATEMENT ABOUT THE BOND
(Complete in all cases. Must be signed by attorney for fiduciary, or by fiduciary without an attorney.)
Bond waived, or the sole fiduciary
6.
7.
8.
E
CI
Bond
Receipts
is
filed in
for:
the
$
amount of: $
is a corporate fiduciary or an exempt government agency.
have been filed with the court
|:I Sufficient D
for deposits in
Insufficient
a blocked account at (specify
institution and location):
Datezé) 32kg _ 93
Deputv Countv Counsél c]”[10:
Form Adopted
mm. cm.
for
DE-160/Gc—o4o (Rev. January
Mandate
of eanfo'lnia
1.
(TYPE
Use
2007]
OR PRINT NAME)
INVENTORY AN APP Als L
fl k/ggzfiEyFA
/”F ATTORNEY OR PARTY WITH% UT ATTORNEY)
.al
SO utl ns»
Probate 003e, §§ 2610-2616. 8800-8980,
Page
al. Rules of Coun. rule 74501
1 of 2
-
AGP:a| Q1 P us
“WWX SUCCESSOR TRUSTEE
FOREMAN FAMILY TRUST,
OF: WILFRED W. AND CASE NUMBER:
DE-1 60/GC-040
__|MOGENE J.
E DECEDENT |::] CONSERVATEE E MINOR TRUSB 2100051
DECLARATION OF PROBATE REFEREE
9. | have truly, honestly, and impartially appraised to the best of my ability each item set forth in Attachment 2.
10A A true account of my commission and expenses actually and necessarily incurred pursuant to my appointment is:
Statutory commission: $
Expenses (specify): $
TOTAL: $
| declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
Date:
b
(TYPE OR PRINT NAME) (SIGNATURE OF REFEREE)
INSTRUCTIONS
(See Probate Code sections 2610-2616, 8801, 8804, 8852, 8905, 8960, 8961, and 8963 for additional instructions.)
1. See Probate Code section 8850 for items to be included in the inventory.
2. Ifthe minor or conservatee is or hasbeen 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 appropriate department in Sacramento. (Prob. Code, § 261 1 .)
3. The representative, guardian, conservator, or small estate claimant shall list on Attachment 1 and appraise as of the
date of death of the decedent or the date of appointment of the guardian or conservator, at fairmarket value, moneys,
currency, cash items, bank accounts and amounts 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. conservator, or small estate claimant shall list in Attachment 2 all other assets of the
estate which shall be appraised by the referee.
5. If joint tenancy and other assets are listed for appraisa! purposes only and not as part of the probate estate, they must
be separately iisted on additional attachments and their value excluded 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-161/GC-041) and Cal. Rules of Court, rules 2.100—2.1 19.)
DEv160IGC-040 [Rev. January 1, 2007]
INVENTORY AND APPRAISAL Page 2 of 2
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