On October 11, 2022 a
Party Discovery
was filed
involving a dispute between
Bowers Jr., Clinton K,
and
for Petition for Letters of Administration
in the District Court of San Bernardino County.
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ELECTRONICALLY FILED
SUPERIOR COURT OF CAL|F< JRNIA
COUNTY OF SAN BERNARDII‘ .IO
SAN BERNARDINO DISTRICT
ALBREKTSON & SHUMATE LLP
CHRISTOPHER A. SHUMATE, BAR N0. 238094 3“ 3/2024 “=27 AM
1801 ORANGE TREE LANE, SUITE 230 By; DiAnna Verdugo, DEPUTY
REDLANDS, CA 923 74
TELEPHONE: (909) 335-9658 FACSIMILE: (909) 335-9489
WQQQMAWNH
ATTORNEY FOR CLINTON K. BOWERS JR.
IN THE SUPERIOR COURT OF THE STATE OF CALIFORNIA
FOR THE COUNTY OF SAN BERNARDINO
(FONTANA DISTRICT - PROBATE DEPARTMENT)
IN RE: CASE NO.: PROSB2201436
230
LLP Hp—At—In—v—t
SUITE
AWNr—tc
SUPPLEMENT FIRST FOR FIRST AND
THE ESTATE OF CLINTON KNIGHT FINAL REPORT OF ADMINISTRATOR;
BOWERS III, PETITION FOR FINAL DISTRIBUTION
92374
SHUMATE
LANE,
CA Decedent. ON WAIVER 0F ACCOUNT AND FOR
&
PAYMENT OF COMPENSATION T0
TREE
ADMINISTRATOR FOR ORDINARY
REDLANDS,
SERVICES AND COMPENSATION TO
ORANGE
ATTORNEY FOR ORDINARY AND
EXTRAORDINARY SERVICES
ALBREKTSON
1801
Date: March 21, 2024
Time: 9:00 a.m.
Dept: F3
1. This Supplement First For First And Final Report Of Administrator; Petition For Final
233233225333;
Distribution On Waiver Of Account And For Payment Of Compensation To Administrator For
Ordinary Services And Compensation To Attorney For Ordinary And Extraordinary Services is
filed to respond to probate notes as follows:
///
///
///
///
NM -1-
SUPPLEMENT FIRST OF FIRST AND FINAL REPORT OF ADMINISTRATOR; PETITION FOR FINAL DISTRIBUTION ON
WAIVER OF ACCOUNT AND FOR PAYMENT OF COMPENSATION TO ADMINISTRATOR FOR ORDINARY SERVICES
AND COMPENSATION TO ATTORNEY FOR ORDINARY AND EXTRAORDINARY SERVICES
2. “NEED PROOF OF SERVICE THAT FTB HAS BEEN NOTICED OF PROBATE
PROCEEDING PR.C.§ 9202(C).”
a. On January 13, 2023, a Notice to Franchise Tax Board to File or Present Claim was faxed
to FTB.
\OflQONUIAUJNh-l
b. On January 17, 2023, the Notice to FTB, including the Proof of Service, was filed with the
court.
c. A conformed copy was received and is included as Attachment A.
3. “AS FEES ARE CALCULATED AS A GAIN/LOSS, NEED DETAILED SCHEDULES OF
RECEIPTS AND 0F GAINS PER CAL RULES OF CT §7.550(B)(6).”
a. California Rules of Court § 7.550(B)(6) states “Detailed schedules of receipts and gains or
losses on sale (where an amount other than the amount of the Inventory and Appraisal is
used as a basis for calculating fees or commissions)”
Paragraph 27 — Sale of Personal Property states “The sales price was less than the value as
230
b.
LLP
SUITE
stated in the Inventory and Appraisal and the sale resulted in a loss to the estate of
92374
SHUMATE
$9,354.61.”
LANE,
CA
c. Paragraph 28 — Sale of Real Property states “The sales price was more than the value as
& TREE
stated in the Inventory and Appraisal and the sale resulted in a gain to the estate of
REDLANDS,
$5,000.00.”
ORANGE
Paragraph 32 — Statutory Commissions ofAdministrator Commissions and Attomey’ s Fees
ALBREKTSON
d.
1801
shows both the gain and loss in the fee schedule and the calculation for Statutory
Commissions of Administrator Commissions and Attorney’s Fees.
mqomauu—SSgfiafiiafifig STATUTORY COMMISSIONS AND ATTORNEY’S FEES
Mm
N Amount of Estate Accounted for:
N
Inventory & Appraisal $ 359,000.00
Supplemental Inventory & Appraisal $ 0.00
N Receipts $ 0.00
Gains (Losses) on Sales - Home $ 5,000.00
N
Gains (Losses) on Sales — Vehicle $ —9,354.61
N
TOTAL: $ 354,645.39
N
N
N -2-
SUPPLEMENT FIRST OF FIRST AND FINAL REPORT OF ADMINISTRATOR; PETITION FOR FINAL DISTRIBUTION ON
WAIVER OF ACCOUNT AND FOR PAYMENT OF COMPENSATION TO ADMINISTRATOR FOR ORDINARY SERVICES
AND COMPENSATION TO ATTORNEY FOR ORDINARY AND EXTRAORDINARY SERVICES
Document Filed Date
March 13, 2024
Case Filing Date
October 11, 2022
Category
Petition for Letters of Administration
Status
Under Court Supervision
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ELECTRONICALLY FILED SUPERIOR COURT OF CAL|F< JRNIA COUNTY OF SAN BERNARDII‘ .IO SAN BERNARDINO DISTRICT ALBREKTSON & SHUMATE LLP CHRISTOPHER A. SHUMATE, BAR N0. 238094 3“ 3/2024 “=27 AM 1801 ORANGE TREE LANE, SUITE 230 By; DiAnna Verdugo, DEPUTY REDLANDS, CA 923 74 TELEPHONE: (909) 335-9658 FACSIMILE: (909) 335-9489 WQQQMAWNH ATTORNEY FOR CLINTON K. BOWERS JR. IN THE SUPERIOR COURT OF THE STATE OF CALIFORNIA FOR THE COUNTY OF SAN BERNARDINO (FONTANA DISTRICT - PROBATE DEPARTMENT) IN RE: CASE NO.: PROSB2201436 230 LLP Hp—At—In—v—t SUITE AWNr—tc SUPPLEMENT FIRST FOR FIRST AND THE ESTATE OF CLINTON KNIGHT FINAL REPORT OF ADMINISTRATOR; BOWERS III, PETITION FOR FINAL DISTRIBUTION 92374 SHUMATE LANE, CA Decedent. ON WAIVER 0F ACCOUNT AND FOR & PAYMENT OF COMPENSATION T0 TREE ADMINISTRATOR FOR ORDINARY REDLANDS, SERVICES AND COMPENSATION TO ORANGE ATTORNEY FOR ORDINARY AND EXTRAORDINARY SERVICES ALBREKTSON 1801 Date: March 21, 2024 Time: 9:00 a.m. Dept: F3 1. This Supplement First For First And Final Report Of Administrator; Petition For Final 233233225333; Distribution On Waiver Of Account And For Payment Of Compensation To Administrator For Ordinary Services And Compensation To Attorney For Ordinary And Extraordinary Services is filed to respond to probate notes as follows: /// /// /// /// NM -1- SUPPLEMENT FIRST OF FIRST AND FINAL REPORT OF ADMINISTRATOR; PETITION FOR FINAL DISTRIBUTION ON WAIVER OF ACCOUNT AND FOR PAYMENT OF COMPENSATION TO ADMINISTRATOR FOR ORDINARY SERVICES AND COMPENSATION TO ATTORNEY FOR ORDINARY AND EXTRAORDINARY SERVICES 2. “NEED PROOF OF SERVICE THAT FTB HAS BEEN NOTICED OF PROBATE PROCEEDING PR.C.§ 9202(C).” a. On January 13, 2023, a Notice to Franchise Tax Board to File or Present Claim was faxed to FTB. \OflQONUIAUJNh-l b. On January 17, 2023, the Notice to FTB, including the Proof of Service, was filed with the court. c. A conformed copy was received and is included as Attachment A. 3. “AS FEES ARE CALCULATED AS A GAIN/LOSS, NEED DETAILED SCHEDULES OF RECEIPTS AND 0F GAINS PER CAL RULES OF CT §7.550(B)(6).” a. California Rules of Court § 7.550(B)(6) states “Detailed schedules of receipts and gains or losses on sale (where an amount other than the amount of the Inventory and Appraisal is used as a basis for calculating fees or commissions)” Paragraph 27 — Sale of Personal Property states “The sales price was less than the value as 230 b. LLP SUITE stated in the Inventory and Appraisal and the sale resulted in a loss to the estate of 92374 SHUMATE $9,354.61.” LANE, CA c. Paragraph 28 — Sale of Real Property states “The sales price was more than the value as & TREE stated in the Inventory and Appraisal and the sale resulted in a gain to the estate of REDLANDS, $5,000.00.” ORANGE Paragraph 32 — Statutory Commissions ofAdministrator Commissions and Attomey’ s Fees ALBREKTSON d. 1801 shows both the gain and loss in the fee schedule and the calculation for Statutory Commissions of Administrator Commissions and Attorney’s Fees. mqomauu—SSgfiafiiafifig STATUTORY COMMISSIONS AND ATTORNEY’S FEES Mm N Amount of Estate Accounted for: N Inventory & Appraisal $ 359,000.00 Supplemental Inventory & Appraisal $ 0.00 N Receipts $ 0.00 Gains (Losses) on Sales - Home $ 5,000.00 N Gains (Losses) on Sales — Vehicle $ —9,354.61 N TOTAL: $ 354,645.39 N N N -2- SUPPLEMENT FIRST OF FIRST AND FINAL REPORT OF ADMINISTRATOR; PETITION FOR FINAL DISTRIBUTION ON WAIVER OF ACCOUNT AND FOR PAYMENT OF COMPENSATION TO ADMINISTRATOR FOR ORDINARY SERVICES AND COMPENSATION TO ATTORNEY FOR ORDINARY AND EXTRAORDINARY SERVICES