Preview
Prepared by: A PEOPLE'S CHOICE LEGAL DOCUMENTS INC., 1000 Town Center Dr... #300, Oxnard.
CA 93036, Tel: 805—985—9588; 805-648—5540; Fax: 805—244—9206, LDA #121 VTA Co. DE_16°ch_o4o
W,
ATTORNEY on PARTY wnmouT ArronN EV (Name, stare bar number, and address): Fan counr use omv
H Victoria Morales
354 S. Sandalwood Ave. ELECTRONICALLY FILED
Rialto, CA 92376 SUPERIOR COURT OF CALIFORNI
TELEPHONE No; 521 5280
(909) -
FAX N0.(omiana/):
COUNTY OF SAN BERNARDINO
E-MAIL (Optional): theveexp eri enc e@gma i l
ADDRESS com .
SAN BERNARDINO DISTRICT
ATTORNEYFomn/ame): Petitioner in pro per 12/8/2023 6:35 AM
SUPERIOR COURT OF CALIFORNIA, COUNTY OF San Berna rdino
STREETADDRESS: 17780 Arrow Bo ulevard By: Taylor McKernan, DEPUTY
MAILING ADDRESS:
CITv AND Fontana CA9 2 3 3 5
ZIP cons: ,
Probate Divi s ion
BRANCH NAME:
ESTATE OF (Name): Gi lbert Acos ta Morales
B DECEDENT D CONSERVATEE D MINOR
CASE NUMBER:
INVENTORY AND APPRAISAL
D
m
Partial No.:
Final
D
D
Corrected
Reappraisal for Sale
PROSB2 2 0 1 3 7 l
orouppoimmemot
W
gates} Deaxgotsoecesem
D Supplemental ‘
m Property Tax Certificate
. .
0l/
EV Ian Or 0n
03 / 2 O 2 2
8W3 Of:
APPRAISALS
1. Total appraisal by representative, guardian or conservator (Attachment 1): $ l, 6 53 . 14
2. Total appraisal by referee (Attachment 2): $ 38 0 , 0 0 0 . 0 0
TOTAL: $ 381 , 653. 1 4
DECLARATION OF REPRESENTATIVE. GUARDIAN, CONSERVATOR, OR SMALL ESTATE CLAIMANT
3. Attachments 1 and 2 together with all prior inventories filed contain a true statement of
m
just
all D a portion
claims the estate has against me.
of the estate that
I have
has come
truly, honestly,
to my
and
knowledge or possession. including
impartially appraised to the best of
particularly
my ability each
all money and
item set forth
all
in
Attachment 1.
.b
5.
D No probate referee
Property tax certificate.
is required
certify that the
D by order of the court dated (specify):
requirements of Revenue and Taxation Code section 480
D
I
a. are not applicable because the decedent owned no real property in California at the time of death.
b. m have been
California
satisfied
in
by the
which the decedent owned property
filing of a change of ownership statement with the county recorder or assessor of each county
at the time of death.
in
l declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
Date:
Vintor‘i a
7/5/2023
(TYPE
Moralpq
OR PRINT NAME; INCLUDE TITLE IF CORPORATE OFFICER)
’
VMW MW (SIGNATURE)
STATEMENT ABOUT THE BOND
(Complete in all cases. Must be signed by attorney for fiduciary, or by fiduciary without an attorney.)
6.
7.
a
m
Bond
Bondfiled
is waived, or the sole fiduciary
in the amountof: $
is a corporate fiduciary or an exempt government agency.
386 000 OO .
m Sufficient D Insufficient
D
,
8. Receipts for: $ have been filed with the coun for deposits in a blocked account at (specify
institution and location) :
Date:
Vi
7/5/2023
ctoria Morale:
(TYPE OR PRiNT NAME)
’
Macaw Mam
(SIGNATURE OF ATTORNEY OR PARTY WITHOUT ATTORNEY)
_
Page 1 oi z
Form Adopted for Mandatory Use INVENTORY AND APPRAISAL Plobale Code, §§ 2610-2616, 3800-8980:
Cal. Rules of Coun, rule 7.501
Judicial Council of California
DE-IeO/GC-Ow [Rem January 1, 2007]
Essential MTR ID 4605
CEB-
DE-1 60/GC-040
ESTATE OF (Name): Gilbert Acosta Morales CASE NUMBER:
a DECEDENT D CONSERVATEE D MINOR
DECLARATION OF PROBATE REFEREE
9. I have truly, honestly, and impartially appraised to the best of my ability each item set forth in Attachment 2.
10. A true account of my commission and expenses actually and necessarily incurred pursuant to my appointment is:
Statutory commission: $ 38o . 00
Expenses (specify): $ 45 _ o0
TOTAL: $ 425 . 00
l declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
Date: 10/16/2023
(rYPE 0R PRINT NAEE)
' ’ I
v
(SIGNATURE OfFEREE)
5V
INSTRUCTIONS
(See Probate Code sectlons 2610-261 6, 8801, 8804, 8852, 8905, 8960, 8961, and 8963 for additlonal instructions.)
1. See Probate Code section 8850 for items to be included in the inventory.
2. If the minor or conservatee is or has been during the guardianship or conservatorship 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
payable upon death in
lump sum amounts to the estate, except items whose fair market value is, in the opinion of the representative, an
amount different from the ostensible value or specified amount.
4. The representative, guardian, conservator, or small estate claimant shall list in Attachment 2 all other assets of the
estate which shall be appraised by the referee.
5. If joint tenancy and other assets are listed for appraisal purposes only and not as part of the probate estate, they must
be separately listed on additional attachments and their value
excluded from the total valuation of Attachments 1 and 2.
6. Each attachment should conform to the format approved by the Judicial Council. (See Inventory and
AppraisalAttach-
ment (form DE-161/GC-041) and Cal. Rules of Court, rules 2.1 00-2.1 19.)
05460160040 IRev- January 1: 20°71
INVENTORY AND APPRAISAL p.992 m
«um film MTR ID 4605
Preview
Prepared by: A PEOPLE'S CHOICE LEGAL DOCUMENTS INC., 1000 Town Center Dr... #300, Oxnard. CA 93036, Tel: 805—985—9588; 805-648—5540; Fax: 805—244—9206, LDA #121 VTA Co. DE_16°ch_o4o W, ATTORNEY on PARTY wnmouT ArronN EV (Name, stare bar number, and address): Fan counr use omv H Victoria Morales 354 S. Sandalwood Ave. ELECTRONICALLY FILED Rialto, CA 92376 SUPERIOR COURT OF CALIFORNI TELEPHONE No; 521 5280 (909) - FAX N0.(omiana/): COUNTY OF SAN BERNARDINO E-MAIL (Optional): theveexp eri enc e@gma i l ADDRESS com . SAN BERNARDINO DISTRICT ATTORNEYFomn/ame): Petitioner in pro per 12/8/2023 6:35 AM SUPERIOR COURT OF CALIFORNIA, COUNTY OF San Berna rdino STREETADDRESS: 17780 Arrow Bo ulevard By: Taylor McKernan, DEPUTY MAILING ADDRESS: CITv AND Fontana CA9 2 3 3 5 ZIP cons: , Probate Divi s ion BRANCH NAME: ESTATE OF (Name): Gi lbert Acos ta Morales B DECEDENT D CONSERVATEE D MINOR CASE NUMBER: INVENTORY AND APPRAISAL D m Partial No.: Final D D Corrected Reappraisal for Sale PROSB2 2 0 1 3 7 l orouppoimmemot W gates} Deaxgotsoecesem D Supplemental ‘ m Property Tax Certificate . . 0l/ EV Ian Or 0n 03 / 2 O 2 2 8W3 Of: APPRAISALS 1. Total appraisal by representative, guardian or conservator (Attachment 1): $ l, 6 53 . 14 2. Total appraisal by referee (Attachment 2): $ 38 0 , 0 0 0 . 0 0 TOTAL: $ 381 , 653. 1 4 DECLARATION OF REPRESENTATIVE. GUARDIAN, CONSERVATOR, OR SMALL ESTATE CLAIMANT 3. Attachments 1 and 2 together with all prior inventories filed contain a true statement of m just all D a portion claims the estate has against me. of the estate that I have has come truly, honestly, to my and knowledge or possession. including impartially appraised to the best of particularly my ability each all money and item set forth all in Attachment 1. .b 5. D No probate referee Property tax certificate. is required certify that the D by order of the court dated (specify): requirements of Revenue and Taxation Code section 480 D I a. are not applicable because the decedent owned no real property in California at the time of death. b. m have been California satisfied in by the which the decedent owned property filing of a change of ownership statement with the county recorder or assessor of each county at the time of death. in l declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Date: Vintor‘i a 7/5/2023 (TYPE Moralpq OR PRINT NAME; INCLUDE TITLE IF CORPORATE OFFICER) ’ VMW MW (SIGNATURE) STATEMENT ABOUT THE BOND (Complete in all cases. Must be signed by attorney for fiduciary, or by fiduciary without an attorney.) 6. 7. a m Bond Bondfiled is waived, or the sole fiduciary in the amountof: $ is a corporate fiduciary or an exempt government agency. 386 000 OO . m Sufficient D Insufficient D , 8. Receipts for: $ have been filed with the coun for deposits in a blocked account at (specify institution and location) : Date: Vi 7/5/2023 ctoria Morale: (TYPE OR PRiNT NAME) ’ Macaw Mam (SIGNATURE OF ATTORNEY OR PARTY WITHOUT ATTORNEY) _ Page 1 oi z Form Adopted for Mandatory Use INVENTORY AND APPRAISAL Plobale Code, §§ 2610-2616, 3800-8980: Cal. Rules of Coun, rule 7.501 Judicial Council of California DE-IeO/GC-Ow [Rem January 1, 2007] Essential MTR ID 4605 CEB- DE-1 60/GC-040 ESTATE OF (Name): Gilbert Acosta Morales CASE NUMBER: a DECEDENT D CONSERVATEE D MINOR DECLARATION OF PROBATE REFEREE 9. I have truly, honestly, and impartially appraised to the best of my ability each item set forth in Attachment 2. 10. A true account of my commission and expenses actually and necessarily incurred pursuant to my appointment is: Statutory commission: $ 38o . 00 Expenses (specify): $ 45 _ o0 TOTAL: $ 425 . 00 l declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Date: 10/16/2023 (rYPE 0R PRINT NAEE) ' ’ I v (SIGNATURE OfFEREE) 5V INSTRUCTIONS (See Probate Code sectlons 2610-261 6, 8801, 8804, 8852, 8905, 8960, 8961, and 8963 for additlonal instructions.) 1. See Probate Code section 8850 for items to be included in the inventory. 2. If the minor or conservatee is or has been during the guardianship or conservatorship 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 payable upon death in lump sum amounts to the estate, except items whose fair market value is, in the opinion of the representative, an amount different from the ostensible value or specified amount. 4. The representative, guardian, conservator, or small estate claimant shall list in Attachment 2 all other assets of the estate which shall be appraised by the referee. 5. If joint tenancy and other assets are listed for appraisal purposes only and not as part of the probate estate, they must be separately listed on additional attachments and their value excluded from the total valuation of Attachments 1 and 2. 6. Each attachment should conform to the format approved by the Judicial Council. (See Inventory and AppraisalAttach- ment (form DE-161/GC-041) and Cal. Rules of Court, rules 2.1 00-2.1 19.) 05460160040 IRev- January 1: 20°71 INVENTORY AND APPRAISAL p.992 m «um film MTR ID 4605