On February 14, 2019 a
Inventory & Appraisal Filed - REAPPRAISAL FOR SALE
was filed
involving a dispute between
Daniel, Jennifer M,
Giles, Jeffalyn,
and
Daniel, Jennifer M,
Giles, Claude L,
Public Administrator,
Public Guardian,
for Petition for Letters of Administration
in the District Court of San Bernardino County.
Preview
DE-1 SOIGC-040
AWRNEY OR PARTY WITHOUT ATI‘ORIEYtNome, mhunumber, Waddle“):
——CRAIG M. PARKER STATE BAR NO. 201686
mmmmv
LAW OFFICE OF CRAIG M. PARKER, PC
1662 PLUM LANE, SUITE 106 3
EUn
.
REDLANDS, CA 92374 ERIOR COURT OF CALlFORNlA
StéPOUNTY OF SAN BERfoRDINrO
TELEPHONENO; (909) 253-0667 FAxuo.(0psonw;(909) 218-2811 SAN 0"9t‘fififi7lmi‘33 D‘vfirTRIC n
ammmass (om): cmparker. law@gmail com .
232"
amanevsonmam): SAN BERNARDINO CO. PUBLIC ADMINISTRATOR MAR 01
SUPERIOR COURTOF CALIFORNIA. COUNTY OF SAN BERNARDINO I‘
smeamnm247 WEST THIRD STREET BY Ash
i
v.
Hum“ r
wuuncmom247 WEST THIRD STREET SAéRm/x‘fimx, DEPUTY
cmmozwwoezSAN BERNARDINO, CA 92415
BRANCHNMESAN BERNARDINO JUSTICE CENTER - PROBATE
ESTATEOFWame): CLAUDE L. GILES
m DECEDENT D cousenvxreig MINOR
CASE NUMBER
'"VENWRYAND ASTSAL
D Pammo, PROPS - 1900141
a
D
Final
Supplemental
m
D
d
Reappraisal for Sale
Property Tax Certificate
m
mumumauwmu
meow
0 4 / 1 2 / 2 0 18
APPRAISALS
1. Total appraisal
by representaflve. guardian or conservator (Attachment 1): s 0 . 00
2. Toml appmlsal by referee (Auschment 2): s 498,000.00
TOTAL: $ 498,000.00
DECLARATION OF REPRESENTATIVE, GUARDIAN, CONSERVATOR, OR SMALL ESTATE CLAIMANT
3. Athchments 1and 2 together with all prior inventories filed contain a true statement of
m D all a portion of the estate that has come to my knowledge or possession. Including particularly 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 in
l
Attachment 1.
4.
5.
D m No probate
Propem
referee
cerfifimhe.
ia required
oettify that
m by orderofthe court dated (specify): 08/31/2020
me requirements of Revenue and Taxaflon Code sewon 480
D
l
a. are not applicable because the decedent owned no real properly In California at the time of death.
m
b. have been satisfied by me filing of a change of ownership statement with the county recorder or assessor of each county
California In which the decedent owned property at the time of death.
In
I dedare under penalty of peq'ury under the laws ofthe State of California that the foregoing is true and coned.
Date:
oz / £8 /2022
(TYPE OR PRINT m INCLUDE TITLE F CORPORATE OFFICER)
D PUTY PUBLIC ADMINISTRATOR
(SIGNATURE)
STATEMENT ABOUT THE BOND
(Complete in cases. Must be signed by attorney for fiduciary, or by fiduciary without an attorney.)
all
6- m
D Bond is waived. or the sole fiduciary is a corporate fiduciary or an exempt government agency.
D
7.
8. D
Bond filed
Reoelpts 5
inamount of: $
for:
the Sufficient D
have been filed with the court for deposits
Insufficient
in a blocked account at (apeofiy
insfitufion and location):
Dam: 02/ £/ /2022
CRAIG M
(TYPE
PARKER
0R PRDIT NAME)
) r (SIGMA
44¢
OF ATTORNEY OR Pm VWTHOUT ATTORNEY)
FMMMWU”
w'wmmebufiwmm INVENTORY AND ”Fwy mma:an-x
mm18.m
eat
pap 1 «z
filfim
DE-1 60IGC-040
ESTATE OF (Name): CLAU DE L . GILES CASE NUMBER:
PROPS - 1900141
m DECEDENT D CONSERVATEE D MINOR
DECLARATION 0F PROBATE REFEREE
9. | have truly, and impartially appraised to the best of my ability each item set forth in Attachment 2.
honestly,
10. A true account of my commission and expenses actually and necessarily incurred pursuant to my appointment is:
Statutory commission: $ 498 . 00
Expenses (specify) :$ 60 . O O
TOTAL: $ 558 00.
| declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
Date: 2/24/2022
¢ /
g:
(TYPE 0R 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. If the minor or conservatee is or has been 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 fair market 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. joint tenancy and other assets are listed for appraisal purposes only and not as part of the probate estate, they must
If
be separately listed 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-O41) and Cal. Rules of Court, rules 2.100-2.1 19.)
DE- 160IGC-O4O [Rev. January 1, 2007] P898 2 °f 2
INVENTORY AND APPRAISAL
":Essentlal
Document Filed Date
March 01, 2022
Case Filing Date
February 14, 2019
Category
Petition for Letters of Administration
Status
Under Court Supervision
For full print and download access, please subscribe at https://www.trellis.law/.
Preview
DE-1 SOIGC-040 AWRNEY OR PARTY WITHOUT ATI‘ORIEYtNome, mhunumber, Waddle“): ——CRAIG M. PARKER STATE BAR NO. 201686 mmmmv LAW OFFICE OF CRAIG M. PARKER, PC 1662 PLUM LANE, SUITE 106 3 EUn . REDLANDS, CA 92374 ERIOR COURT OF CALlFORNlA StéPOUNTY OF SAN BERfoRDINrO TELEPHONENO; (909) 253-0667 FAxuo.(0psonw;(909) 218-2811 SAN 0"9t‘fififi7lmi‘33 D‘vfirTRIC n ammmass (om): cmparker. law@gmail com . 232" amanevsonmam): SAN BERNARDINO CO. PUBLIC ADMINISTRATOR MAR 01 SUPERIOR COURTOF CALIFORNIA. COUNTY OF SAN BERNARDINO I‘ smeamnm247 WEST THIRD STREET BY Ash i v. Hum“ r wuuncmom247 WEST THIRD STREET SAéRm/x‘fimx, DEPUTY cmmozwwoezSAN BERNARDINO, CA 92415 BRANCHNMESAN BERNARDINO JUSTICE CENTER - PROBATE ESTATEOFWame): CLAUDE L. GILES m DECEDENT D cousenvxreig MINOR CASE NUMBER '"VENWRYAND ASTSAL D Pammo, PROPS - 1900141 a D Final Supplemental m D d Reappraisal for Sale Property Tax Certificate m mumumauwmu meow 0 4 / 1 2 / 2 0 18 APPRAISALS 1. Total appraisal by representaflve. guardian or conservator (Attachment 1): s 0 . 00 2. Toml appmlsal by referee (Auschment 2): s 498,000.00 TOTAL: $ 498,000.00 DECLARATION OF REPRESENTATIVE, GUARDIAN, CONSERVATOR, OR SMALL ESTATE CLAIMANT 3. Athchments 1and 2 together with all prior inventories filed contain a true statement of m D all a portion of the estate that has come to my knowledge or possession. Including particularly 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 in l Attachment 1. 4. 5. D m No probate Propem referee cerfifimhe. ia required oettify that m by orderofthe court dated (specify): 08/31/2020 me requirements of Revenue and Taxaflon Code sewon 480 D l a. are not applicable because the decedent owned no real properly In California at the time of death. m b. have been satisfied by me filing of a change of ownership statement with the county recorder or assessor of each county California In which the decedent owned property at the time of death. In I dedare under penalty of peq'ury under the laws ofthe State of California that the foregoing is true and coned. Date: oz / £8 /2022 (TYPE OR PRINT m INCLUDE TITLE F CORPORATE OFFICER) D PUTY PUBLIC ADMINISTRATOR (SIGNATURE) STATEMENT ABOUT THE BOND (Complete in cases. Must be signed by attorney for fiduciary, or by fiduciary without an attorney.) all 6- m D Bond is waived. or the sole fiduciary is a corporate fiduciary or an exempt government agency. D 7. 8. D Bond filed Reoelpts 5 inamount of: $ for: the Sufficient D have been filed with the court for deposits Insufficient in a blocked account at (apeofiy insfitufion and location): Dam: 02/ £/ /2022 CRAIG M (TYPE PARKER 0R PRDIT NAME) ) r (SIGMA 44¢ OF ATTORNEY OR Pm VWTHOUT ATTORNEY) FMMMWU” w'wmmebufiwmm INVENTORY AND ”Fwy mma:an-x mm18.m eat pap 1 «z filfim DE-1 60IGC-040 ESTATE OF (Name): CLAU DE L . GILES CASE NUMBER: PROPS - 1900141 m DECEDENT D CONSERVATEE D MINOR DECLARATION 0F PROBATE REFEREE 9. | have truly, and impartially appraised to the best of my ability each item set forth in Attachment 2. honestly, 10. A true account of my commission and expenses actually and necessarily incurred pursuant to my appointment is: Statutory commission: $ 498 . 00 Expenses (specify) :$ 60 . O O TOTAL: $ 558 00. | declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Date: 2/24/2022 ¢ / g: (TYPE 0R 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. If the minor or conservatee is or has been 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 fair market 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. joint tenancy and other assets are listed for appraisal purposes only and not as part of the probate estate, they must If be separately listed 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-O41) and Cal. Rules of Court, rules 2.100-2.1 19.) DE- 160IGC-O4O [Rev. January 1, 2007] P898 2 °f 2 INVENTORY AND APPRAISAL ":Essentlal