On October 22, 2020 a
Duties & Liabilities of Personal Representative Filed - DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE FILED BY CHRISTINA VICARIO
was filed
involving a dispute between
Vicario, Christina,
and
for Petition for Probate of Will and for Letters Testamentary
in the District Court of San Bernardino County.
Preview
DE 147
FOR COURT USE ONLY
ATTORNEY OR PAR7Y WITHOUT ATTORNEY Name state bar number and address
THE LAW OFFICE OFTANAL9WILLIS
545 N MOIJNTAIN AVE STE 111 F i 4 E C
SUPERIOR COURT OF CALIFORNIA
UPLAND CA 91786
p COUN7Y OF SAN BERNARDINO
TELEPHONE NO 909 90L S 1 O F No ropn ao 866 241 9594
SA N BERNARDINO ISTRICT
e MA AooREss opno a tanya@tanyawillislaw com
ATTORNEY FOR Name PETITIONER CHRISTINA VICARIO
OCT 2OC O
SUPERIOR COURT OF CALIFORNIA COUNTY OF SAN BERNARDINO
STREETADDRESS L4 WeSt TI11rC StT e0t r
S
MAILING ADDRESS i
V
CITY AND ZIP CODE SAN BERNti 1JINO 9Z41 S
p
BRANCH NAME SAN BERNARDINO DISTRICT PROBATE
ESTATE OF Name
ISABEL GONZALES DECEDENT
CASE NUMBER
s
DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE
and Acknowledgment of Receipt
DUTIES AND LIABILITIES OF 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 inc uding 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 Interest bearing accounts and other investments
Except for checking accounts intended for ordinary administration expenses estate accounts must earn interest You
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 it is required you may be removed as personal representative or you may be
required to reimburse the estate from your own personal funds or both You should consult with an attorney
concerning the legal requirements affecting sales leases mortgages and investments of estate property
2 INVENTORY OF 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 properly
You must arrange to have a court appointed referee determine the value of the property unless the appointment is
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
Page of z
FormAdoptedforMandatoryUse Pro tecoae saoa
DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE
Judicial Coundl of Califomia
DE 147 Rev 1 2002 Probate
January
CASE NUMBER
ESTATE OF Name
rt
ISABEL GON2ALES
DECEDENT
d File a change of ownership
At the time you file the inventory and appraisal you must also file a change of ownership statement with the county
recorder or assessor in each county where the decedent owned real property at the time of death as provided in
section 480 of the California Revenue and Taxation Code
3 NOTICE TO CREDITORS
You must mail a notice of administration to each known creditor of the decedent within four months after your appointment
as personal representative If the decedent received Medi Cal assistance you must notify the State Director of Health
Services within 90 days after appointment
4 INSURANCE
You should determine that there is appropriate and adequate insurance covering the assets and risks of the estate
Maintain the insurance in force during the entire period of the administration
5 RECORD KEEPING
a Keep accounts
You must keep complete and accurate records of each financial transaction affecting the estate You will have to
prepare an account of all money and property you have received what you have spent and the date of each
transaction You must describe in detail what you have left after the payment of expenses
b Court review
Your account will be reviewed by the court Save your receipts because the court may ask to review them If you do not
file your accounts as required the court will order you to do so You may be removed as personal representative if you
fail to comply
6 CONSULTING AN ATTORNEY
If you have an attorney you should cooperate with the attorney at all times You and your attorney are responsible for
completing the estate administration as promptly as possible When in doubt contact your attorney
NOTICE 1 This statement of duties and liabilities is a summary 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 your duties or to meet the deadlines the court may reduce your
compensation remove you from office and impose other sanctions
ACKNOWLEDGMENT OF RECEIPT
1 I have petitioned the court to be appointed as a personal representative
2 My address and telephone number are specify
5220 Washington Ave Chino CA 91710
909 591 2327
3 I acknowledge that 1 have received a copy of this statement of the duties and liabilities of the o ce of personal
representative
Date
g
i
CHRISTINA VICARIO b 2
SIGNATURE OF PETITIONER
TYPE OR PRINT NAME
Date
TYPE OR PRINT NAME SIGNATURE OF PETITIONER
CONFIDENTIAL INFORMATION If required to do so by local court rule you must provide your date of birth and driver s
license number on supplemental Form DE 147S Prob Code 8404 b
P 9e 2 Z
DE 147 Rev January 1 2002 DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE
Probate
Document Filed Date
October 22, 2020
Case Filing Date
October 22, 2020
Category
Petition for Probate of Will and for Letters Testamentary
Status
Court Supervision Terminated
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DE 147 FOR COURT USE ONLY ATTORNEY OR PAR7Y WITHOUT ATTORNEY Name state bar number and address THE LAW OFFICE OFTANAL9WILLIS 545 N MOIJNTAIN AVE STE 111 F i 4 E C SUPERIOR COURT OF CALIFORNIA UPLAND CA 91786 p COUN7Y OF SAN BERNARDINO TELEPHONE NO 909 90L S 1 O F No ropn ao 866 241 9594 SA N BERNARDINO ISTRICT e MA AooREss opno a tanya@tanyawillislaw com ATTORNEY FOR Name PETITIONER CHRISTINA VICARIO OCT 2OC O SUPERIOR COURT OF CALIFORNIA COUNTY OF SAN BERNARDINO STREETADDRESS L4 WeSt TI11rC StT e0t r S MAILING ADDRESS i V CITY AND ZIP CODE SAN BERNti 1JINO 9Z41 S p BRANCH NAME SAN BERNARDINO DISTRICT PROBATE ESTATE OF Name ISABEL GONZALES DECEDENT CASE NUMBER s DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE and Acknowledgment of Receipt DUTIES AND LIABILITIES OF 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 inc uding 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 Interest bearing accounts and other investments Except for checking accounts intended for ordinary administration expenses estate accounts must earn interest You 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 it is required you may be removed as personal representative or you may be required to reimburse the estate from your own personal funds or both You should consult with an attorney concerning the legal requirements affecting sales leases mortgages and investments of estate property 2 INVENTORY OF 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 properly You must arrange to have a court appointed referee determine the value of the property unless the appointment is 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 Page of z FormAdoptedforMandatoryUse Pro tecoae saoa DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE Judicial Coundl of Califomia DE 147 Rev 1 2002 Probate January CASE NUMBER ESTATE OF Name rt ISABEL GON2ALES DECEDENT d File a change of ownership At the time you file the inventory and appraisal you must also file a change of ownership statement with the county recorder or assessor in each county where the decedent owned real property at the time of death as provided in section 480 of the California Revenue and Taxation Code 3 NOTICE TO CREDITORS You must mail a notice of administration to each known creditor of the decedent within four months after your appointment as personal representative If the decedent received Medi Cal assistance you must notify the State Director of Health Services within 90 days after appointment 4 INSURANCE You should determine that there is appropriate and adequate insurance covering the assets and risks of the estate Maintain the insurance in force during the entire period of the administration 5 RECORD KEEPING a Keep accounts You must keep complete and accurate records of each financial transaction affecting the estate You will have to prepare an account of all money and property you have received what you have spent and the date of each transaction You must describe in detail what you have left after the payment of expenses b Court review Your account will be reviewed by the court Save your receipts because the court may ask to review them If you do not file your accounts as required the court will order you to do so You may be removed as personal representative if you fail to comply 6 CONSULTING AN ATTORNEY If you have an attorney you should cooperate with the attorney at all times You and your attorney are responsible for completing the estate administration as promptly as possible When in doubt contact your attorney NOTICE 1 This statement of duties and liabilities is a summary 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 your duties or to meet the deadlines the court may reduce your compensation remove you from office and impose other sanctions ACKNOWLEDGMENT OF RECEIPT 1 I have petitioned the court to be appointed as a personal representative 2 My address and telephone number are specify 5220 Washington Ave Chino CA 91710 909 591 2327 3 I acknowledge that 1 have received a copy of this statement of the duties and liabilities of the o ce of personal representative Date g i CHRISTINA VICARIO b 2 SIGNATURE OF PETITIONER TYPE OR PRINT NAME Date TYPE OR PRINT NAME SIGNATURE OF PETITIONER CONFIDENTIAL INFORMATION If required to do so by local court rule you must provide your date of birth and driver s license number on supplemental Form DE 147S Prob Code 8404 b P 9e 2 Z DE 147 Rev January 1 2002 DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE Probate