Preview
DE-1 80/GC-040
ATTORNEY Oft PARTY WITHOUT ATTOIINE Y(itlsmo steal bsr number snd erbbesa): FOR COURT USE ONL Y
— BETTY AUTON-BECK 132825
LAW OFFICE OF BETTY AUTON-BECK
300 E. STATE STREET, SUITE 600
REDLANDS CA 92373 ELECTRONICALLY FILED
TELEFHDNE,NOn (909)'792-5882 Fax No, (onrm st)(909) 792-5150 SUPERIOR COURT OF CALIFORNIA
EAIAILADDREss(obb'anat), babeokObettyautOnbeCk.COm COUNTY OF SAN BERNARDINO
ATroRNEY Fon (meme) KENNETH R. O'NEAL SAN BERNARDINO DISTRICT
SUPERIOR COURT OF CALIFORNIA, COUNTY OF SAN BERNARDINO
srfIEETADDREss:247 W. THIRD STREET
9/12/2023 4:05 PM
wauNG AD(MEED SAME
By: Taylor McKernan, DEPUTY
clTY AND zIPcoDE; SAN BERNARDINO CA 92415-0212
Snurctt NAME: PROBATE DIVISION
EsTATE CF (Nains)f JOHANNA LEE O'NEAL
(Q DgcEDSNr ~ cDNsERIJATEB C3 MINoR
CASE NUMSER:
INVENTORY AND APPRAISAL
~ Psittsl Non
Final
~
~
Corrected
Reappraisal for Sale
PROSB2300309
Dale ot Des\n er Deoedeor or ol sonobtbsenl o(
~ Supplemental Property Tax Cerdficate
Guardian or consmralor.
DECEMBER 31, 2022
APPRAISALS
Total appraisal by representative, guardian or conservator (Attachment 1):
1. 80.00
2. Total appraisal by referee (Attachment 2): 8490,000.00
TOTAL: '$490,000.00
DECLARATION OF REPRESENTATIVE, GUARDIAN, CONSERVATOR, OR SMALL ESTATE CLAIMANT
3. Attachments 1 and 2 together'ith all prior inventories filed contain a true statement of
[Q
just
all
claims the estate
~
a portion
has
of the estate that has come to my knowledge or possession, including. particularly all money and sll
against me. I have truly, honestly, and impartially appraised to the best of my ability each item set forth in
Attachment 1,
4. ~
No probate referee is required C3 by order of the court dated (specify):
5. Property tax certificate. I certify that the requirements of Revenue and Taxation Code section 480
a. ~
are not applicable because the decedent owned no real property in California at the time of death.
b. ~N have been asti'sfied 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 is true end correct.
Date: JUNE 2, 2023
KFNNFTH R A'NFAI
nYPE OR PRINT NAME, fHCLLIDE TITLE fb CORPORATE OFFICER)
IX!o-R,~ (SIGNATURE)
STATEMENT ABOUT THE BOND
(Comp/sic in sii cases. Must be signed by s/torney for/iduc/sfy, or by fiduciary wilhout an attorney)
6.
7.
~ Bond is waived, or the sole fiduciary is a corporate fiduciary or an exempt government agency.
Bond filed in the amount of: 8 420,000.00 Sufficient ~
Insufficient
~
~N
8. Receipts for: 8 have been filed with ths court for deposits in a blocked account at (specify
insgiution and location):
Date: 9/12/23
FIFTTY Al ITONLR FCK
tTI'PE OR PRINT Wddb) (Sl NA/URE OF+DRNEY OR PARTY WITHOUT ATTORNEY)
Pase1o11
Fapn Adotlted fm Mandatory Uae
) adtr)el Couno1 of. Cellfomls INVENTORY AND APPRAISAl Csl RWusa of Court nba T SCI
~
DE-IrOGCJ)aD (Rsr. Januuy I, 2OCTI
I @Fonna.
DE-1 60IGC440
ESTATE OF (NafaajfI JOHANNA LEE O'MEAL
P ROS82300309
Dx DECEDENT H CDNSEjtVATEE D taNDR
DECLARATION OF PROBATE REFEREE
9. have intly. honestly, snd Impartially sppndasd to ths best of my ability each iten sei forth in Attachment 2.
I
10. A true aocount of my commlsaiOn and expenses actually snd necessarily incurred pwsuant to my appointment is:
Statutory commission: $ 490.00
Expenses fajfacifjfj: $ 40,00
TOTAL: $ 530,00
I dsdsra under Penalty of perjury under the lswa of the State of California that the fcfagolng la true Snd Correct
Data: 9/1/2023
)ames Smothers, Probate Referee
(EIORATURE OF REFEREEI
iNSTRUCTIONS
(Sas Probate Code sections 2810-2818, 8801, 8804, 8852, 8905, 8950, 8961, and S963 for sddWonal instmctlons.}
1. See Probate Code section 6660 for items to be included in the inventory.
2. If the minor or consarvatee is or has been during the guardianship or conservstorship confined in a stats hospital
under the jurisdiction of the ate
Department of Mental Health or the State Depattment of Davelo'pmentsi services,
mail a copy to ths director of the appropriate department in Sacramento, (Prob. Code, tj 2611.)
3. The representative, guardian, ccnservator, or small estate claimant shall list on Atlachment 1 and appraise as of the
date of death of the decedent or the date of apfx9ntment of the guardian or conservator, at fair market value, moneys,
currency, cash items, bank accounts and amounts on deposit with each financial instltugon (as defined in probate
Code section 40), and the prooeeds of life and accident insurance policies snd regremenf plans payable upon death in
lump sum amounts to the estate, except items whose fair market value is, in lhe opinion of the represegtative, an
amount different from the ostensible value or specified amount.
4, The representative, guardian, conservator, or small estate daimant shag 9st in Attachment 2 ail other assets of the
estate which shall be appraised by the referee.
6. If joint tenancy and other assets are listed for appraisal purposes only and not as part of Ihe probate estate, they must
be separately listed on addidonal attachments and their value excluded from the total valuation of Attachlnents 1 and 2.
6. Each attachment should conform to the format approved by Ihs Judicial CounctL (Sse Inventory snd Appraisal Attach-
ment (form DE-161/GC-041) snd CaL Rules of Court, rules 2.100-2.119.)
~
DE-IEI0002I40 IRof. 2fooooy I, 2007j
INVENTORY AND APPRAISAL Poao 2 of 2
I JEFarssr
Preview
DE-1 80/GC-040 ATTORNEY Oft PARTY WITHOUT ATTOIINE Y(itlsmo steal bsr number snd erbbesa): FOR COURT USE ONL Y — BETTY AUTON-BECK 132825 LAW OFFICE OF BETTY AUTON-BECK 300 E. STATE STREET, SUITE 600 REDLANDS CA 92373 ELECTRONICALLY FILED TELEFHDNE,NOn (909)'792-5882 Fax No, (onrm st)(909) 792-5150 SUPERIOR COURT OF CALIFORNIA EAIAILADDREss(obb'anat), babeokObettyautOnbeCk.COm COUNTY OF SAN BERNARDINO ATroRNEY Fon (meme) KENNETH R. O'NEAL SAN BERNARDINO DISTRICT SUPERIOR COURT OF CALIFORNIA, COUNTY OF SAN BERNARDINO srfIEETADDREss:247 W. THIRD STREET 9/12/2023 4:05 PM wauNG AD(MEED SAME By: Taylor McKernan, DEPUTY clTY AND zIPcoDE; SAN BERNARDINO CA 92415-0212 Snurctt NAME: PROBATE DIVISION EsTATE CF (Nains)f JOHANNA LEE O'NEAL (Q DgcEDSNr ~ cDNsERIJATEB C3 MINoR CASE NUMSER: INVENTORY AND APPRAISAL ~ Psittsl Non Final ~ ~ Corrected Reappraisal for Sale PROSB2300309 Dale ot Des\n er Deoedeor or ol sonobtbsenl o( ~ Supplemental Property Tax Cerdficate Guardian or consmralor. DECEMBER 31, 2022 APPRAISALS Total appraisal by representative, guardian or conservator (Attachment 1): 1. 80.00 2. Total appraisal by referee (Attachment 2): 8490,000.00 TOTAL: '$490,000.00 DECLARATION OF REPRESENTATIVE, GUARDIAN, CONSERVATOR, OR SMALL ESTATE CLAIMANT 3. Attachments 1 and 2 together'ith all prior inventories filed contain a true statement of [Q just all claims the estate ~ a portion has of the estate that has come to my knowledge or possession, including. particularly all money and sll against me. I have truly, honestly, and impartially appraised to the best of my ability each item set forth in Attachment 1, 4. ~ No probate referee is required C3 by order of the court dated (specify): 5. Property tax certificate. I certify that the requirements of Revenue and Taxation Code section 480 a. ~ are not applicable because the decedent owned no real property in California at the time of death. b. ~N have been asti'sfied 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 is true end correct. Date: JUNE 2, 2023 KFNNFTH R A'NFAI nYPE OR PRINT NAME, fHCLLIDE TITLE fb CORPORATE OFFICER) IX!o-R,~ (SIGNATURE) STATEMENT ABOUT THE BOND (Comp/sic in sii cases. Must be signed by s/torney for/iduc/sfy, or by fiduciary wilhout an attorney) 6. 7. ~ Bond is waived, or the sole fiduciary is a corporate fiduciary or an exempt government agency. Bond filed in the amount of: 8 420,000.00 Sufficient ~ Insufficient ~ ~N 8. Receipts for: 8 have been filed with ths court for deposits in a blocked account at (specify insgiution and location): Date: 9/12/23 FIFTTY Al ITONLR FCK tTI'PE OR PRINT Wddb) (Sl NA/URE OF+DRNEY OR PARTY WITHOUT ATTORNEY) Pase1o11 Fapn Adotlted fm Mandatory Uae ) adtr)el Couno1 of. Cellfomls INVENTORY AND APPRAISAl Csl RWusa of Court nba T SCI ~ DE-IrOGCJ)aD (Rsr. Januuy I, 2OCTI I @Fonna. DE-1 60IGC440 ESTATE OF (NafaajfI JOHANNA LEE O'MEAL P ROS82300309 Dx DECEDENT H CDNSEjtVATEE D taNDR DECLARATION OF PROBATE REFEREE 9. have intly. honestly, snd Impartially sppndasd to ths best of my ability each iten sei forth in Attachment 2. I 10. A true aocount of my commlsaiOn and expenses actually snd necessarily incurred pwsuant to my appointment is: Statutory commission: $ 490.00 Expenses fajfacifjfj: $ 40,00 TOTAL: $ 530,00 I dsdsra under Penalty of perjury under the lswa of the State of California that the fcfagolng la true Snd Correct Data: 9/1/2023 )ames Smothers, Probate Referee (EIORATURE OF REFEREEI iNSTRUCTIONS (Sas Probate Code sections 2810-2818, 8801, 8804, 8852, 8905, 8950, 8961, and S963 for sddWonal instmctlons.} 1. See Probate Code section 6660 for items to be included in the inventory. 2. If the minor or consarvatee is or has been during the guardianship or conservstorship confined in a stats hospital under the jurisdiction of the ate Department of Mental Health or the State Depattment of Davelo'pmentsi services, mail a copy to ths director of the appropriate department in Sacramento, (Prob. Code, tj 2611.) 3. The representative, guardian, ccnservator, or small estate claimant shall list on Atlachment 1 and appraise as of the date of death of the decedent or the date of apfx9ntment of the guardian or conservator, at fair market value, moneys, currency, cash items, bank accounts and amounts on deposit with each financial instltugon (as defined in probate Code section 40), and the prooeeds of life and accident insurance policies snd regremenf plans payable upon death in lump sum amounts to the estate, except items whose fair market value is, in lhe opinion of the represegtative, an amount different from the ostensible value or specified amount. 4, The representative, guardian, conservator, or small estate daimant shag 9st in Attachment 2 ail other assets of the estate which shall be appraised by the referee. 6. If joint tenancy and other assets are listed for appraisal purposes only and not as part of Ihe probate estate, they must be separately listed on addidonal attachments and their value excluded from the total valuation of Attachlnents 1 and 2. 6. Each attachment should conform to the format approved by Ihs Judicial CounctL (Sse Inventory snd Appraisal Attach- ment (form DE-161/GC-041) snd CaL Rules of Court, rules 2.100-2.119.) ~ DE-IEI0002I40 IRof. 2fooooy I, 2007j INVENTORY AND APPRAISAL Poao 2 of 2 I JEFarssr