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DE-147
ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, state bar number, and address):
FOR COURT USE ONLY
—— Jeanne E. Kennedy, Esq. #112809
,
Caldwell Kennedy & Porter ,
15476 W Sand Street
Victorville CA 923 92 ,
TELEPHONE N0; 7 6 O
E-MAIL ADDRESS
245
(Optronal):
- l 63 7 FAX No.(0priona/): '7
6O 245 -
l3 0 l F I E
SUPERIOR COUkT 0F CALIFORN IA
D
ATTORNEY FOR (Name)- ELI ZABETH RODRIGUEZ COUNTY 0F SAN BERNARDINO
SAN BERNARDINO DISTRICT
SUPERIOR COURT OF CALIFORNIA, COUNTY OF SAN BERNARDINO
STREET ADDRESS: l Arrow Boulevard
77 8 O APR 1 1 2024
MAILING ADDRESS- SAME AS ABOVE
o
CITYAND ZIP CODE: Fontana, CA 92335
BRANCH NAME: FONTANA DISTRICT — probate
ESTATE OF (Name):
BY: g “ymddam; Deputy
ROBERT JUNIOR RODRIGUEZ
DECEDENT
DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE eAse NUMBER; ...
and Acknowledgment of Receipt PRGVA‘ZI’OQZQI’
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
certain duties and obligations. An attorney is best qualified to advise you about these matters. You should
understand the
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 u
You must keep the money and property in this estate separate from anyone else's, including your own. When
you
open a bank account for the estate, the account name must indicate that is an estate account and not
it
your personal
account. Never deposit estate funds your personal account or otherwise mix them with your or anyone else's
in
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
-
Except checking accounts intended for ordihary administration expenses, estate accounts must earn interest.
for
You
may deposit estate funds in insured accounts in financial institutions, but you should consult with an
attorney before
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 coun 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 is required. you may be removed as personal representative or
it
you may be
required to reimburse the estate from your own personal funds, or both. You should consult with an
attorney
concerning the legal requirements affecting sales, leases, mortgages, and investments of estate property.
2. INVENTORY QF 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 v;a|ue of the property V_ V,
,
You must arrange to have a court—appointed ”referee determine the value of the property unless the appointment is
waived by the court. You, rather than the referee, must determine the value of certain "cash items” An attorney can
advise you about how to do this.
c. File an inventory and appraisal
Within four months after Letters are first issued to you as personal representative. you must file with the court an
inventory and appraisal of all the assets in theféstate. , page 1 orz
Form‘Adopted fqr Mandatory Use ‘,
DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE Probate Code, § 8404
'
DJELigf7'anggerca'rlmfiéga1l@3163]
CEB‘I Essential (Probate)
cabxom ,5;
-. ms.
RODRIGUEZ, ROBERT JR.
ESTATE OF (Name): CASE NUMBER-
Y
‘
__ROBERT JUNIOR RODRIGUEZ
DECEDENT
d. File a change of ownership '
-
w
At the time you file the inventory and appraisal, you must also file 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 appropriate and adequate insurance covering the assets and risks of the estate.
is
Maintain the insurance in force during the entire period of the administration.
5. RECORD KEEPING
a. Keep accounts
You must keep complete and accurate recordsof each financial transaction affecting the estate. You will have to
prepare an account of all moner and propertyfyou have received, what you have spent, and the date of each
You must describe in detail what You have left after the payment of expenses.
transaction.
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
file your accounts as required, the court will order you to do so. You may be removed as personal representative if you
fail to comply.
6. CONSULTING AN ATTORNEY
Ifyou 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):
3O76 Fremontia Drive
San Bernardino CA 92404
909 665—2016 ,V ‘
‘
3. I acknowledge that | have received a copy of'thi‘s'
stétement of the duties and liabilities of the office of personal
W
representative.
Cw
Date: April 8, 2024
ELIZABETH RODR TGUEZ
(TYPE OR PRINT NAME)
'
VA ‘
>
,
’
J / (SIGNATURE 0F PETITIONER)
V
Date: _.
.
V C/
(TYPE OR PRINT NAME) (SIGNATURE 0F PETITIONER)
CONFIDENTIAL INFORMATION: If required to do so by local court rule, you must provide your date of birth and driver's
license number on supplemental Form DE-147S. (Prob. Code, § 8404(b).)
95.1mm mam 2002] DUTTES AND LIABILITIES 0F PERSONAL REPRESENTATIVE pagemz
CEB‘; §§sential (Probate)
«mm 1am RODRIGUEZ, ROBERT JR.
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DE-147 ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, state bar number, and address): FOR COURT USE ONLY —— Jeanne E. Kennedy, Esq. #112809 , Caldwell Kennedy & Porter , 15476 W Sand Street Victorville CA 923 92 , TELEPHONE N0; 7 6 O E-MAIL ADDRESS 245 (Optronal): - l 63 7 FAX No.(0priona/): '7 6O 245 - l3 0 l F I E SUPERIOR COUkT 0F CALIFORN IA D ATTORNEY FOR (Name)- ELI ZABETH RODRIGUEZ COUNTY 0F SAN BERNARDINO SAN BERNARDINO DISTRICT SUPERIOR COURT OF CALIFORNIA, COUNTY OF SAN BERNARDINO STREET ADDRESS: l Arrow Boulevard 77 8 O APR 1 1 2024 MAILING ADDRESS- SAME AS ABOVE o CITYAND ZIP CODE: Fontana, CA 92335 BRANCH NAME: FONTANA DISTRICT — probate ESTATE OF (Name): BY: g “ymddam; Deputy ROBERT JUNIOR RODRIGUEZ DECEDENT DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE eAse NUMBER; ... and Acknowledgment of Receipt PRGVA‘ZI’OQZQI’ 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 certain duties and obligations. An attorney is best qualified to advise you about these matters. You should understand the 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 u You must keep the money and property in this estate separate from anyone else's, including your own. When you open a bank account for the estate, the account name must indicate that is an estate account and not it your personal account. Never deposit estate funds your personal account or otherwise mix them with your or anyone else's in 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 - Except checking accounts intended for ordihary administration expenses, estate accounts must earn interest. for You may deposit estate funds in insured accounts in financial institutions, but you should consult with an attorney before 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 coun 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 is required. you may be removed as personal representative or it you may be required to reimburse the estate from your own personal funds, or both. You should consult with an attorney concerning the legal requirements affecting sales, leases, mortgages, and investments of estate property. 2. INVENTORY QF 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 v;a|ue of the property V_ V, , You must arrange to have a court—appointed ”referee determine the value of the property unless the appointment is waived by the court. You, rather than the referee, must determine the value of certain "cash items” An attorney can advise you about how to do this. c. File an inventory and appraisal Within four months after Letters are first issued to you as personal representative. you must file with the court an inventory and appraisal of all the assets in theféstate. , page 1 orz Form‘Adopted fqr Mandatory Use ‘, DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE Probate Code, § 8404 ' DJELigf7'anggerca'rlmfiéga1l@3163] CEB‘I Essential (Probate) cabxom ,5; -. ms. RODRIGUEZ, ROBERT JR. ESTATE OF (Name): CASE NUMBER- Y ‘ __ROBERT JUNIOR RODRIGUEZ DECEDENT d. File a change of ownership ' - w At the time you file the inventory and appraisal, you must also file 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 appropriate and adequate insurance covering the assets and risks of the estate. is Maintain the insurance in force during the entire period of the administration. 5. RECORD KEEPING a. Keep accounts You must keep complete and accurate recordsof each financial transaction affecting the estate. You will have to prepare an account of all moner and propertyfyou have received, what you have spent, and the date of each You must describe in detail what You have left after the payment of expenses. transaction. 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 file your accounts as required, the court will order you to do so. You may be removed as personal representative if you fail to comply. 6. CONSULTING AN ATTORNEY Ifyou 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): 3O76 Fremontia Drive San Bernardino CA 92404 909 665—2016 ,V ‘ ‘ 3. I acknowledge that | have received a copy of'thi‘s' stétement of the duties and liabilities of the office of personal W representative. Cw Date: April 8, 2024 ELIZABETH RODR TGUEZ (TYPE OR PRINT NAME) ' VA ‘ > , ’ J / (SIGNATURE 0F PETITIONER) V Date: _. . V C/ (TYPE OR PRINT NAME) (SIGNATURE 0F PETITIONER) CONFIDENTIAL INFORMATION: If required to do so by local court rule, you must provide your date of birth and driver's license number on supplemental Form DE-147S. (Prob. Code, § 8404(b).) 95.1mm mam 2002] DUTTES AND LIABILITIES 0F PERSONAL REPRESENTATIVE pagemz CEB‘; §§sential (Probate) «mm 1am RODRIGUEZ, ROBERT JR.