On March 17, 2023 a
Inventory & Appraisal Filed - FINAL
was filed
involving a dispute between
Jackson, Sterling,
and
for Petition for Letters of Administration
in the District Court of San Bernardino County.
Preview
DE-160lGC-040
ATTORNEY 0R PARTY WITHOUT ATTORNEV (Name stare oarnumcer and address) FOR couRr USE ONLY
_ L. Joseph Hudack, SBN 309233
Hudack Law. APC ELECTROONICALLY FOILED
‘
Ct .. Ste 4 02 .
SUPERI R COURT F CALIF O RN A
Eisrgngogxagggglgte
‘
COUNTY OF SAN BERNARDINO
SAN BERNARDINO DISTRICT
TELEPHONE No (951) 708-3577 FAX N0 (01100130 (877) 335-2007 8/1 0/2023 6205 PM
EMAIL ADDRESS (Opnonan joseph@hudacklaw.com
momswon (Name; Petitioner Sterling Jackson
By: DiAnna Verdugo, DEPUTY
SUPERIOR COURT 0F CALIFORNIA. COUNTY 0F SAN BERNARDINO
STREET ADDRESS 247 WEST THIRD STREET
MAILING ADDRESS 247 WEST THIRD STREET
cmr AND ZIP CODE SAN BERNARDINO. 9241 5
BRANCH NAME PROBATE DIVISION
ESTATE OF (Name)
MARY ANN JACKSON
DECEDENT E CONSERVATEE D MINOR
CASE NUMBER
INVENTORY AND APPRAISAL
a Partial No.:
a
I l
Corrected
fixfiggmmwmwwmm
PROSB2300395
0'
E Final
Supplemental .D
Reappraisal for Sale
Property Tax Certificate 9/9/2022
APPRAISALS
1. Total appraisal by representative. guardian. or conservator (Attachment 1): $ 0-00
24 Total appraisal by referee (Attachment 2): $ 300,000.00
300000.00
mm: 5
DECLARATION OF REPRESENTATIVE, GUARDIAN, CONSERVATOR, OR SMALL ESTATE CLAIMANT
3. Attachments
all
just claims the estate
E 1 and 2 together with
a portion
has against me.
all
of the estate that
prior inventories filed contain
I have
has come
truly,
to
honestly, and
a true statement of
my knowledge or possession, including panicuiarly
impartially appraised to the best of my ability each
all money and all
'rtem set forth in
4, E
Attachment
No
1.
probate referee is required a by order of the court dated (specify):
5.
E
Property tax certificate.
a,
b.
l certify that the requirements of
are not applicable because the decedent
Revenue and Taxation Code section 480
owned no real property in California at the time of death.
have been satisfied 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‘
WW7
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
Date: 6/7/2023
Sterling Jackson } 66 (a
(TYPE OR PRINT NAME INCLUDE TITLE IF CORPORATE OFFICER) (SIGNATURE)
STATEMENT ABOUT THE BOND
6‘ E
m Bond is
(Complete
waived. or the sole fiduciary
in all cases. Must be signed by attorney for fiduciary, or by fiduciary without an attorney.)
is a corporate fiduciary or an exempt government agency.
E
7.
8, E Bond
Receipts
institution
filed in
for:
the
$
and location):
amount of: s 75.000.00
have been filed with the court
Sufficient
for deposits in
Insufficient
a blocked account at (specify
Date:
L.
6/7/2023
Joseph Hudack,
Form Adopted for Manda‘ory Use
Judncsal Councul o! Calflornva
SBN
(TYPE
309233
OR PRINT NAME
INVENTORY AND APPRA'SAL
’/l 4/ (
1
IGNAT RE OF ATTORNEY OR PARTV WITHOUT ATTORNEY]
Probate
Fag“
Code § 2610—2616 8800-8980
o1 2
Ca! glues ofCoun rute T 501
DE-160IGC-040 (Rev January 1, 2007] uww coumnf‘o ca gov
ESTATE OF (Nana):
MARY ANN JACKSON
case W
PROSBZ300395
DE-1 60160-040
DECEDENT C3 CONSERVATEE E MINOR
DECLARATION OF PROBATE REFEREE
9. Ihavetmly. honestly. andimpanially appraisedtothebestofmyabilityeadi item setfonhinAttachmentZ.
10. A true amount of my commission and expenses adually and necessalily incurred pursuant to my appointment is:
Statutory commission: S 300.00
Expenses (specify): 5 55.00
TOTAL: 5
355.00
|dedamunderpenaltyofpeljuryundormelawsofflnStateodeifomiamatthefomgoingismand com.
Date: 8/10/2023
Manisha Hunter
(TYPEMPRNTM (WWNREERE)
INSTRUCTIONS
(Soc Prom Code “cum 2610-2818. 8801. 8804. 8852. 8905. 8960, 8961, Ind 8983 for addifloml Imrucflom.)
1. See Probate Code section 8850 for items to be included in the inventory.
2. Ifthe minor or oonservatee is or has been during the guardianship or oonservatorship 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 payabIe upon death in
lump sum amounts to the estate, except items whose fair market value is, in the opinion of the repraenmtive, an
amount different from the ostensible value or specified amount
4. The representative, guardian, conservator, or small estate claimant shall list in Athchment 2 all other assets of the
estate which shall be apptaised by the refeme.
5. If joint tenancy and other asses are listed for appraisal purposes only and not as part of me probate estate, they must
be separately listed on additional attachments and meir value excluded from the ml
valuation of Athchmenm 1 and 2.
6. Each attachment should oonfom to the format approved by the Judicial Council. (See Inventory and Appraisal Attach-
ment (form DE-161/GC-041) and Cal. Rules of Court. rules 2.100—2.119.)
Didmmmtm INVENTORY AND APPRAISAL "'1'"
Document Filed Date
August 10, 2023
Case Filing Date
March 17, 2023
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-160lGC-040 ATTORNEY 0R PARTY WITHOUT ATTORNEV (Name stare oarnumcer and address) FOR couRr USE ONLY _ L. Joseph Hudack, SBN 309233 Hudack Law. APC ELECTROONICALLY FOILED ‘ Ct .. Ste 4 02 . SUPERI R COURT F CALIF O RN A Eisrgngogxagggglgte ‘ COUNTY OF SAN BERNARDINO SAN BERNARDINO DISTRICT TELEPHONE No (951) 708-3577 FAX N0 (01100130 (877) 335-2007 8/1 0/2023 6205 PM EMAIL ADDRESS (Opnonan joseph@hudacklaw.com momswon (Name; Petitioner Sterling Jackson By: DiAnna Verdugo, DEPUTY SUPERIOR COURT 0F CALIFORNIA. COUNTY 0F SAN BERNARDINO STREET ADDRESS 247 WEST THIRD STREET MAILING ADDRESS 247 WEST THIRD STREET cmr AND ZIP CODE SAN BERNARDINO. 9241 5 BRANCH NAME PROBATE DIVISION ESTATE OF (Name) MARY ANN JACKSON DECEDENT E CONSERVATEE D MINOR CASE NUMBER INVENTORY AND APPRAISAL a Partial No.: a I l Corrected fixfiggmmwmwwmm PROSB2300395 0' E Final Supplemental .D Reappraisal for Sale Property Tax Certificate 9/9/2022 APPRAISALS 1. Total appraisal by representative. guardian. or conservator (Attachment 1): $ 0-00 24 Total appraisal by referee (Attachment 2): $ 300,000.00 300000.00 mm: 5 DECLARATION OF REPRESENTATIVE, GUARDIAN, CONSERVATOR, OR SMALL ESTATE CLAIMANT 3. Attachments all just claims the estate E 1 and 2 together with a portion has against me. all of the estate that prior inventories filed contain I have has come truly, to honestly, and a true statement of my knowledge or possession, including panicuiarly impartially appraised to the best of my ability each all money and all 'rtem set forth in 4, E Attachment No 1. probate referee is required a by order of the court dated (specify): 5. E Property tax certificate. a, b. l certify that the requirements of are not applicable because the decedent Revenue and Taxation Code section 480 owned no real property in California at the time of death. have been satisfied 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‘ WW7 I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Date: 6/7/2023 Sterling Jackson } 66 (a (TYPE OR PRINT NAME INCLUDE TITLE IF CORPORATE OFFICER) (SIGNATURE) STATEMENT ABOUT THE BOND 6‘ E m Bond is (Complete waived. or the sole fiduciary in all cases. Must be signed by attorney for fiduciary, or by fiduciary without an attorney.) is a corporate fiduciary or an exempt government agency. E 7. 8, E Bond Receipts institution filed in for: the $ and location): amount of: s 75.000.00 have been filed with the court Sufficient for deposits in Insufficient a blocked account at (specify Date: L. 6/7/2023 Joseph Hudack, Form Adopted for Manda‘ory Use Judncsal Councul o! Calflornva SBN (TYPE 309233 OR PRINT NAME INVENTORY AND APPRA'SAL ’/l 4/ ( 1 IGNAT RE OF ATTORNEY OR PARTV WITHOUT ATTORNEY] Probate Fag“ Code § 2610—2616 8800-8980 o1 2 Ca! glues ofCoun rute T 501 DE-160IGC-040 (Rev January 1, 2007] uww coumnf‘o ca gov ESTATE OF (Nana): MARY ANN JACKSON case W PROSBZ300395 DE-1 60160-040 DECEDENT C3 CONSERVATEE E MINOR DECLARATION OF PROBATE REFEREE 9. Ihavetmly. honestly. andimpanially appraisedtothebestofmyabilityeadi item setfonhinAttachmentZ. 10. A true amount of my commission and expenses adually and necessalily incurred pursuant to my appointment is: Statutory commission: S 300.00 Expenses (specify): 5 55.00 TOTAL: 5 355.00 |dedamunderpenaltyofpeljuryundormelawsofflnStateodeifomiamatthefomgoingismand com. Date: 8/10/2023 Manisha Hunter (TYPEMPRNTM (WWNREERE) INSTRUCTIONS (Soc Prom Code “cum 2610-2818. 8801. 8804. 8852. 8905. 8960, 8961, Ind 8983 for addifloml Imrucflom.) 1. See Probate Code section 8850 for items to be included in the inventory. 2. Ifthe minor or oonservatee is or has been during the guardianship or oonservatorship 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 payabIe upon death in lump sum amounts to the estate, except items whose fair market value is, in the opinion of the repraenmtive, an amount different from the ostensible value or specified amount 4. The representative, guardian, conservator, or small estate claimant shall list in Athchment 2 all other assets of the estate which shall be apptaised by the refeme. 5. If joint tenancy and other asses are listed for appraisal purposes only and not as part of me probate estate, they must be separately listed on additional attachments and meir value excluded from the ml valuation of Athchmenm 1 and 2. 6. Each attachment should oonfom to the format approved by the Judicial Council. (See Inventory and Appraisal Attach- ment (form DE-161/GC-041) and Cal. Rules of Court. rules 2.100—2.119.) Didmmmtm INVENTORY AND APPRAISAL "'1'"