On September 18, 2023 a
No Value
was filed
involving a dispute between
Manrao, Preston,
and
for Decedent's Estate
in the District Court of Butte County.
Preview
DE-147
ATI'OWOR PARTY WITHOUTA'I'IORNEYWBMB, mummy. mam):
WROOURTUSEOMY
G . Kevin Lachona, SBN 286072
Harris & Plottel, LLP
4 66 Val lombrosa Avenue
Chico , CA 9592 6 Suueriu Cumiul Cal'rI'tTIIiil.
FILED
mousno.: (530) 893-2882 Faxumommam (530) 893-2855 County afflurte
smwuaess office®harrisplotte1 . com |
mom son Preston Manrao , Proposed Administrator 9/18/2023 L
SUPERIOR COURT 0F CALIFORNIA. comm! 0F Butte
manganese 1775 Concord Avenue E
mums amass: 1775 Concord Avenue :
E llllhfi D
cmrmnztpcooa Chico, CA 95928 ' ' my
mcnm North Butte County Courthouse é'"'""""'
.
ESTATE 0F (Name).- F"?
Savara H. Abouzeid, aka Savara Holiday Abouzeid,
aka Savara Abouzeid DECEDENT
DUTIES AND LIABILITIES 0F PERSONAL REPRESENTATIVE cmuum
23PR00480
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
understand the
certain duties and obligations. An attorney is best qualified to advise you about these matters. You should
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. including your own. When you
that it is an estate account and not your personal
open a bank account for the estate, the account name must indicate
account. Never deposit estate funds in your personal account or otherwise mot 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
must earn interest. You
Except for checking accounts intended for ordinary administration expenses, estate accounts
consult with an attorney before
may deposit estate funds in insured accounts in financial institutions. but you should
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
consult with an attorney
required to reimburse the estate from your own personal funds, or both. You should
and investments of estate property.
concerning the legal requirements affecting sales. leases, mortgages.
2. lNVENTORY 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 property
is
You must arrange to have a court-appointed referee determine the value of the property unless the appointment
can
waived by the court. You. rather than the referee. must determine the value of certain "cash items." An attorney
advise you about how to do this.
c. File an inventory and appraisal
an
Within four months after Letters are first issued to you as personal representative. you must file with the court
m
inventory and appraisal of all the assets in the estate.
page 1
DUTIES AND LIABILITIES 0F PERSONAL REPRESENTATIVE memsum
Fwmwflm
(Rev.mvy1.2oozl CE Essential
05-147
m E' I
(Probate)
Abouzeid, Savara
ESUUEOFMMmq: useuum
__Savara H. Abouzeid, aka Savara Holiday Abouzeid,
Savara Abouzeid DECEDENT
d. Filo a change of ownership
At the time you file the inventory and appraisal. you must also tile 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
Keep accounts
You must keep complete and accurate records of each financial transaction affecting the estate. You will have to
and the date of each
prepare an account of all money and property you have received, what you have spent.
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
if
file your accounts as required. the court will order you to do so. You may be removed as personal representative 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):
10 Sun Circle Court
Chi co , CA 9 5 92 6
530-965-7552
the office of personal
3. acknowledge that l have received a copy of this statement of the duties and liabilities of
I
representative.
Date
mums...
fL/lé/ZE
o t fllbat
I/
W...®..
D
('I'YFEOR PNN'I' M95) (8mm OF PEI'I'HOPER)
driver's
CONFIDENTIAL INFORMATION: If required to do so by local court rule, you must provide your date of birth and
license number on supplemental Form DE-141s. (Prob. Code. § 8404(b).)
______________.
05-147 m.Jammy1.m2) DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE Pageant:
m
EB'I
auntie! (Probate)
Abouzeid, Savara
Document Filed Date
September 18, 2023
Case Filing Date
September 18, 2023
Category
Decedent's Estate
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Preview
DE-147 ATI'OWOR PARTY WITHOUTA'I'IORNEYWBMB, mummy. mam): WROOURTUSEOMY G . Kevin Lachona, SBN 286072 Harris & Plottel, LLP 4 66 Val lombrosa Avenue Chico , CA 9592 6 Suueriu Cumiul Cal'rI'tTIIiil. FILED mousno.: (530) 893-2882 Faxumommam (530) 893-2855 County afflurte smwuaess office®harrisplotte1 . com | mom son Preston Manrao , Proposed Administrator 9/18/2023 L SUPERIOR COURT 0F CALIFORNIA. comm! 0F Butte manganese 1775 Concord Avenue E mums amass: 1775 Concord Avenue : E llllhfi D cmrmnztpcooa Chico, CA 95928 ' ' my mcnm North Butte County Courthouse é'"'""""' . ESTATE 0F (Name).- F"? Savara H. Abouzeid, aka Savara Holiday Abouzeid, aka Savara Abouzeid DECEDENT DUTIES AND LIABILITIES 0F PERSONAL REPRESENTATIVE cmuum 23PR00480 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 understand the certain duties and obligations. An attorney is best qualified to advise you about these matters. You should 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. including your own. When you that it is an estate account and not your personal open a bank account for the estate, the account name must indicate account. Never deposit estate funds in your personal account or otherwise mot 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 must earn interest. You Except for checking accounts intended for ordinary administration expenses, estate accounts consult with an attorney before may deposit estate funds in insured accounts in financial institutions. but you should 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 consult with an attorney required to reimburse the estate from your own personal funds, or both. You should and investments of estate property. concerning the legal requirements affecting sales. leases, mortgages. 2. lNVENTORY 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 property is You must arrange to have a court-appointed referee determine the value of the property unless the appointment can waived by the court. You. rather than the referee. must determine the value of certain "cash items." An attorney advise you about how to do this. c. File an inventory and appraisal an Within four months after Letters are first issued to you as personal representative. you must file with the court m inventory and appraisal of all the assets in the estate. page 1 DUTIES AND LIABILITIES 0F PERSONAL REPRESENTATIVE memsum Fwmwflm (Rev.mvy1.2oozl CE Essential 05-147 m E' I (Probate) Abouzeid, Savara ESUUEOFMMmq: useuum __Savara H. Abouzeid, aka Savara Holiday Abouzeid, Savara Abouzeid DECEDENT d. Filo a change of ownership At the time you file the inventory and appraisal. you must also tile 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 Keep accounts You must keep complete and accurate records of each financial transaction affecting the estate. You will have to and the date of each prepare an account of all money and property you have received, what you have spent. 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 if file your accounts as required. the court will order you to do so. You may be removed as personal representative 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): 10 Sun Circle Court Chi co , CA 9 5 92 6 530-965-7552 the office of personal 3. acknowledge that l have received a copy of this statement of the duties and liabilities of I representative. Date mums... fL/lé/ZE o t fllbat I/ W...®.. D ('I'YFEOR PNN'I' M95) (8mm OF PEI'I'HOPER) driver's CONFIDENTIAL INFORMATION: If required to do so by local court rule, you must provide your date of birth and license number on supplemental Form DE-141s. (Prob. Code. § 8404(b).) ______________. 05-147 m.Jammy1.m2) DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE Pageant: m EB'I auntie! (Probate) Abouzeid, Savara