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DE-1 60/GC-040
ATTORNEY 0R PARTY WITHOUT ATTORNEY (Name, State bar number, and address): FOR COURT USE ONLY
— GREGORY L. ZUMBRUNN 127074
ZUMBRUNN LAW CORPORATION
14335 PARK AVE.
VICTORVILLE, CA 923 92
TELEPHONE No; (760) 245-5333 FAX No. (0pfionao(760) 245—2000 supeamfigukTEF PMFORNM
E-MAIL ADDRESS (Optional): UNTYO
COUN OF SAN BERNARDINO
SAN BERNARD” D'STR'CT
ATTORNEYFOR THEODORE ARTZ and MARIA ARTz
(Name).-
SAN BERNARDINO
SUPERIOR COURT 0F CALIFORNIA, COUNTY 0F
JUN 1 4 2022
STREET ADDRESS: 247 WEST THIRD STREET
MAILING ADDRESS: 247 WEST THIRD STREET
CITY AND cone; SAN BERNARDINO, CA 924 1 5—0212
ZIP
BY
BRANCH NAME: SAN BERNARDINO DISTRICT BRIONE‘I SPEARS,
WDEPUTY
ESTATE 0F (Name): CARISSAARTZ, aka CARISSA BREANN ARTZ
E‘DECEDENT D CONSERVATEE D MINOR
CASE NUMBER:
INVENTORY AND APPRAISAL
D
m
Partial No.:
Final
D
D
Corrected
Reappraisal for Sale
PROSB2200112
gatengeatgof Dece‘dent oroprpointment of
a Supplemental m _
Property Tax Certificate
_ uar Ian or
December
onserva or:
29’ 2021
‘
APPRAISALS
1. Total appraisal by representative, guardian or conservator (Attachment 1): $ 45 . 94
2. Total appraisal by referee (Attachment 2): $ 389 , 500 . O0
TOTAL: $ 389,545.94
DECLARATION 0F REPRESENTATIVE, GUARDIAN, CONSERVATOR, OR SMALL ESTATE CLAIMANT
3. Attachments 1 all prior inventories filed contain a true statement of
and 2 together with
m all a portion D of the estate that has come to my knowledge or possession, including particularly all money and
just claims the estate’has against me. have truly, honestly, and impartially appraised to the best of my ability each item set forth
|
all
in
Attachment 1.
4.
5.
D No probate
Property tax certificate.
referee is required
certify that the
D by order of the court dated (specify):
requirements of Revenue and Taxation Code section 480
D
l
a. are not applicable because the decedent owned no real property in California at the time of death.
b. m have been satisfied by the 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
| declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
Date: é
THEODORE ARTZ and MARIA ARTZ
(TYPE
'7 ‘
Z/V
OR PRINT NAME; INCLUDE TITLE IF CORPORATE OFFICER)
} Ma; WW ASIGNATURE)
STATEMENT ABOUT THE BOND
(Complete in all cases. Must be signed by attorney for fiduciary, or by fiduciary without an attorney.)
6
7.
m
D
Bond is waived, or the sole fiduciary
Bond filed in the amount of: $
is a corporate fiduciary or an exempt government agency.
D Sufficient D Insufficient
8 D Receipts
institution
for: $
and location):
\ have been filed with the court for deposits in a blocked account at (specify
Date: é“ ?“ 2/?«
GREGORY L ZUMBRUNN Esq
(TYPE 0R PRINT NAME) ORNEY OR PAR THOUT A'I'I'ORNEY)
Page 1 of 2
Probate Code §§ 2610 -2616 8800- 8980;
Form Ado ted
Judicial
for
80m. mcamor‘nyia
Mandaio Use
INVENTORY AND APPRAISAL ea] Rules 0mm rum5m
www.courtinfacagov
DE-160/GC— 040 [Rev. January 1, 2007]
'
Essential Estate 0f Artz, Carlssa
ceb.com ,5
:HI '
\r V DE-160/Gc-04o
ESTATE 0F (Name): CARISSA ARTZ, aka CARISSA BREANN ARTZ cAsE NUMBER;
PROSB 22001 12
_
E DECEDENT D CONSERVATEE D MINOR
DECLARATION OF PROBATE REFEREE
and impartially appraised to the best of my ability each item set forth in Attachment
2.
9. | have truly, honestly,
and necessarin incurred pursuant to my appointment is:
10. A true account of my commission and expenses actually
Statutory commission: $ 389 - 0O
Expenses (specify) $ 45 - 00
:
TOTAL: $ 434 - 00
the fo egoing is true and corr ct.
| declare under penalty of perjury under the laws of the State of California that
Date: 6/8/2022
B M GARVIN Probate Referee
(TYPE OR PRINT NAME)
y v l
(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.
confined in a state hospital
2. Ifthe minor or conservatee is or has been during the guardianship or conservatorship
Mental Health or the State Department of Developmental Services,
under the jurisdiction of the State Department of
appropriate department Sacramento. (Prob. Code, § 261 1 .)
mail a copy to the director of the in
The representative, guardian, conservator, or small estate claimant shall list on
Attachment 1 and appraise as of the
3.
conservator, at fair market value, moneys,
date of death of the decedent or the date of appointment of the guardian or
financial institution (as defined in Probate
currency, cash items, bank accounts and amounts on deposit with each
upon death in
Code section 40), and the proceeds of life and accident insurance policies and retirement plans payable
the opinion of the representative, an
lump sum amounts to the estate, except items whose fair market value is, in
amount different from the ostensible value or specified amount.
Attachment 2 all other assets of the
4. The representative, guardian, conservator, or small estate claimant shall list in
estate which shall be appraised by the referee.
part of the probate estate, they must
5. If tenancy and other assets are listed for appraisal purposes only and not as
joint
valuation of Attachments 1 and 2.
be separately listed on additional attachments and their value excluded from the tota|
Attach-
6. Each attachment should conform to theformat approved by the Judicial Council. (See Inventory and Appraisal
ment (form DE-161/GC-041) and Cal. Rules of Court, rules 2.100-2.1 19.)
Page 2 of 2
DE-1 60/GC-040 [Rev January
.
1, 2007]
INVENTORY AND A PP RAISAL
E nfld
crE
abmm Em-
Preview
A . u , ' ‘ \J \ DE-1 60/GC-040 ATTORNEY 0R PARTY WITHOUT ATTORNEY (Name, State bar number, and address): FOR COURT USE ONLY — GREGORY L. ZUMBRUNN 127074 ZUMBRUNN LAW CORPORATION 14335 PARK AVE. VICTORVILLE, CA 923 92 TELEPHONE No; (760) 245-5333 FAX No. (0pfionao(760) 245—2000 supeamfigukTEF PMFORNM E-MAIL ADDRESS (Optional): UNTYO COUN OF SAN BERNARDINO SAN BERNARD” D'STR'CT ATTORNEYFOR THEODORE ARTZ and MARIA ARTz (Name).- SAN BERNARDINO SUPERIOR COURT 0F CALIFORNIA, COUNTY 0F JUN 1 4 2022 STREET ADDRESS: 247 WEST THIRD STREET MAILING ADDRESS: 247 WEST THIRD STREET CITY AND cone; SAN BERNARDINO, CA 924 1 5—0212 ZIP BY BRANCH NAME: SAN BERNARDINO DISTRICT BRIONE‘I SPEARS, WDEPUTY ESTATE 0F (Name): CARISSAARTZ, aka CARISSA BREANN ARTZ E‘DECEDENT D CONSERVATEE D MINOR CASE NUMBER: INVENTORY AND APPRAISAL D m Partial No.: Final D D Corrected Reappraisal for Sale PROSB2200112 gatengeatgof Dece‘dent oroprpointment of a Supplemental m _ Property Tax Certificate _ uar Ian or December onserva or: 29’ 2021 ‘ APPRAISALS 1. Total appraisal by representative, guardian or conservator (Attachment 1): $ 45 . 94 2. Total appraisal by referee (Attachment 2): $ 389 , 500 . O0 TOTAL: $ 389,545.94 DECLARATION 0F REPRESENTATIVE, GUARDIAN, CONSERVATOR, OR SMALL ESTATE CLAIMANT 3. Attachments 1 all prior inventories filed contain a true statement of and 2 together with m all a portion D of the estate that has come to my knowledge or possession, including particularly all money and just claims the estate’has against me. have truly, honestly, and impartially appraised to the best of my ability each item set forth | all in Attachment 1. 4. 5. D No probate Property tax certificate. referee is required certify that the D by order of the court dated (specify): requirements of Revenue and Taxation Code section 480 D l a. are not applicable because the decedent owned no real property in California at the time of death. b. m have been satisfied by the 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 | declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Date: é THEODORE ARTZ and MARIA ARTZ (TYPE '7 ‘ Z/V OR PRINT NAME; INCLUDE TITLE IF CORPORATE OFFICER) } Ma; WW ASIGNATURE) STATEMENT ABOUT THE BOND (Complete in all cases. Must be signed by attorney for fiduciary, or by fiduciary without an attorney.) 6 7. m D Bond is waived, or the sole fiduciary Bond filed in the amount of: $ is a corporate fiduciary or an exempt government agency. D Sufficient D Insufficient 8 D Receipts institution for: $ and location): \ have been filed with the court for deposits in a blocked account at (specify Date: é“ ?“ 2/?« GREGORY L ZUMBRUNN Esq (TYPE 0R PRINT NAME) ORNEY OR PAR THOUT A'I'I'ORNEY) Page 1 of 2 Probate Code §§ 2610 -2616 8800- 8980; Form Ado ted Judicial for 80m. mcamor‘nyia Mandaio Use INVENTORY AND APPRAISAL ea] Rules 0mm rum5m www.courtinfacagov DE-160/GC— 040 [Rev. January 1, 2007] ' Essential Estate 0f Artz, Carlssa ceb.com ,5 :HI ' \r V DE-160/Gc-04o ESTATE 0F (Name): CARISSA ARTZ, aka CARISSA BREANN ARTZ cAsE NUMBER; PROSB 22001 12 _ E DECEDENT D CONSERVATEE D MINOR DECLARATION OF PROBATE REFEREE and impartially appraised to the best of my ability each item set forth in Attachment 2. 9. | have truly, honestly, and necessarin incurred pursuant to my appointment is: 10. A true account of my commission and expenses actually Statutory commission: $ 389 - 0O Expenses (specify) $ 45 - 00 : TOTAL: $ 434 - 00 the fo egoing is true and corr ct. | declare under penalty of perjury under the laws of the State of California that Date: 6/8/2022 B M GARVIN Probate Referee (TYPE OR PRINT NAME) y v l (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. confined in a state hospital 2. Ifthe minor or conservatee is or has been during the guardianship or conservatorship Mental Health or the State Department of Developmental Services, under the jurisdiction of the State Department of appropriate department Sacramento. (Prob. Code, § 261 1 .) mail a copy to the director of the in The representative, guardian, conservator, or small estate claimant shall list on Attachment 1 and appraise as of the 3. conservator, at fair market value, moneys, date of death of the decedent or the date of appointment of the guardian or financial institution (as defined in Probate currency, cash items, bank accounts and amounts on deposit with each upon death in Code section 40), and the proceeds of life and accident insurance policies and retirement plans payable the opinion of the representative, an lump sum amounts to the estate, except items whose fair market value is, in amount different from the ostensible value or specified amount. Attachment 2 all other assets of the 4. The representative, guardian, conservator, or small estate claimant shall list in estate which shall be appraised by the referee. part of the probate estate, they must 5. If tenancy and other assets are listed for appraisal purposes only and not as joint valuation of Attachments 1 and 2. be separately listed on additional attachments and their value excluded from the tota| Attach- 6. Each attachment should conform to theformat approved by the Judicial Council. (See Inventory and Appraisal ment (form DE-161/GC-041) and Cal. Rules of Court, rules 2.100-2.1 19.) Page 2 of 2 DE-1 60/GC-040 [Rev January . 1, 2007] INVENTORY AND A PP RAISAL E nfld crE abmm Em-