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ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number,
and address):
DE-460/GC-04O
Robert J. Gonzalez (SBN 179250) FOR COURT USE ONL'f
Law Office of Robert J. Gonzalez
PO Box 221239
Sacramento, CA 95822
TELEPHQNE No.: 916 455 9991 FAX NO. (Optional):
E-MAIL ADDREss (optional): Bjqroblaw@aol.corn
ATTORNEY FOR(Name): ChriStina Paaan. AdminIStratOr
SUPERIOR COURT OF CALIFORNIA, COUNTY OF PLACER
sTREETADDRFss:10820 Justice Ctr. Dr.
IVIAILING ADDRESS:
clTY AND zIP coDE. Roseville 95678
BRANcHNAME: Hon. Howard G. Gibson
Courthouse
ESTATE OF (Name):
PAUL MICHAEL HARTMAN
I x I DECEDENT coNsERVATEE I I
MINoR
INVENTORY AND APPRAISAL CASE NUMBER:
Partial No.: S-PR-0012158
I Corrected
x Date of Death of Decedent or of Appointment of Guardian or
I I
Final Reappraisal for Sale Conservator:
Supplemental Property Tax Certificate 09/22/2022
I
APPRAISALS
1. Total appraisal by representative, guardian, or conservator (Attach ment 1):
2. Total appraisal by referee (Attachment 2):
879,315.89
1,358,527.68
TOTAL: $ 2,237,843.57
DECLARATION OF REPRESENTATIVE, GUARDIAN, CONSERVATOR, OR SIIALL ESTATE
CLAIIIANT
3. Attachments 1 and 2 together with all prior inventories filed contain a true statement of
x all a portion of the estate that has come to my knowledge or possession, including particularly all
I I I I
money and all
just claims the estate has against me. have truly, honestly, and impartially appraised to the best of
I
my ability each item set forth in
Attachment 1.
4. INo probate referee is required
I by order of the court dated (specify): I I
5. Property tax certificate. certify that the requirements of Revenue and Taxation
I
Code section 480
a. are not applicable because the decedent owned no real property in California at the time of death.
I I
b. x have been satisfied by the filing of a change of ownership statement with the county recorder or
I I
assessor of each county
in California in which the decedent owned property at the time of death.
Ideclare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
Date: ) I'Z(p t,
2.'"t
Christina Pagan
).
(TYPE OR PRINT NAME; INCLUDE TITLE IF CORPORATE OFFICER)
(SIGNATURE)
STATEMENT ABOUT THE BOND
(Complete in all cases. Must be signed by attorney for fiduciary, or by fiduciary without an attorney
6. I I
Bond is waived, or the sole fiduciary is a corporate fiduciary or an exempt government agency.
7. I x I
Bond filed in the amount of: 3 1,050,000.00 Sufficient ~Insufficient I I
8 I I Receipts for. g have been filed with the court for dePosits in a blocked account at (sPecify
institution and location):
Date: '3 t 'L In ~ &~'i
Robert J Gonzalez ~
(TYPE OR PRINT NAME)
(SIGNATURE O~n t TQWKY OR PARTY WITHOUT A ITORNEY)
Page1 of 2
Form Adopted for Mandatory Use
Judicial Council of California INVENTORY AND APPRAISAL Probate Code, Q 2610-2616, 8800-8980;
DE-160/GC-040 [Rev. January 1, 2007] Cal. Rules of Court, rule 7.501
wiwlNcourttnfo.ca.gov
ESTATE OF (Name) DE-160/GC-040
PAUL MICHAEL HARTMAN, CASE NUMBER:
DECEDENT I I CONSERVATEE MINOR S PR —
0012158
DEGLARATION OF PROBATE REFEREE
9. have truly, honestly, and impartially appraised to the best of
my ability each item set forth in Attachment 2.
I
10. A true account of my commission and expenses actually and
necessarily incurred pursuant to my appointment is:
Statutory commission: $ 1, 3 5 8 . 0 0
Expenses (specify): $ 2 2 . 0 0 (Ma P, Trave 1, Photo )
TOTAL; $ 1 380 00
~
declare under penalty of perjury under the laws of the State of California that the fore o
I
tr nd
Date: MARCH 15, 2024
KEVIN P. ECKARD
I1
(TYPE OR PRINT NAME)
(SIGNATURE OF REFEREE)
INSTRUCTIONS
(See Probate Code sections 2610-2616, 8801, 8804, 8852, 8905, 8960, 8961, and 8963 for additional
instructions.}
See Probate Code section 8850 for items to be included in the inventory.
2. lf 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, 2611.)
g
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.
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 tenancy and other assets are listed for appraisal purposes only and not as part of the probate estate,
If joint
they
must be separately listed on additional attachments and their value excluded from the total valuation of
Attachments 1 and 2.
Each attachment should conform to the format approved by the Judicial Council. (See Inventory and Appraisal
Attach
ment (form DE-161IGC-041) and Cal. Rules of Court, rules 2.100 —2.119.)
DE-1 60/GC-040 [Rev. January 2007]
1,
INVENTORY AND APPRAISAL Page 2 of 2
ESTATE OF (name):
DE-181, GC-041
CASE NUMBER;
PAUL MICHAEL HARTMAN
S-P R-0012158
INVENTORY AND APPRAISAL
ATTACHINENT NO.:
(In decedents'states, attachments must conform to Probate Code Page:
section 8850(c) regarding community and separate property ). 1 of:
(Add pages as required ). total pages.
Item No. Description
Appraised value
1.
Raymond James Bank Cash Acct No. XXXXT878 $ 13,605.05
2.
Raymond James Bank Cash Acct. No. XXXXH523
I%i $ 45,734.47
3. First Citizen's Bank Cash Acct. No. XXXXXXXX8198 $ 554.222.47
4 Bank of America Cash Acct. No. XXXX XXXX 4243 $ 5.445.32
Bank of America Cash Acct. No. XXXX XXXX 5352 $218, 657.77
6. Franchise Tax Board Refund Tax Year 2021 $ 16,365.00
7. Internal Revenue Ser. Refund Tax Year 2021 $ 8181.00
8. Franchise Tax Board Refund Tax Year 2022 $ 17,104.81
ATTACHMENT 1 TOTAL: $ 879.315.89
Form Approved by the
Judicial Council of California INVENTORY AND APPRAISAL ATTACHMENT Probate Code, gg 301,
DE-161, GC-041 [Rev. January 1, 1998] 2610-2613, 8800-8920, 10309
DE-161, GC-041
ESTATE OF (name)
CASE NUlVlBER:
PAUL MICHAEL HARTMAN
S-PR-0012158
INVENTORY AND APPRAISAL
ATTACHMENT NO.: 2
(ln decedents'states, attachments must conform to Probate Code Page: of: total pages.
section 8850(c) regarding community and separate property ). 1
(Add pages as required ). 3
Item No. Description
Appraised value
1.
situated in Placer County, California and commonly known as
A single-family dwelling
770 Lozanos Rd., Newcastle, CA 95658 (APN 040060010000)
$ 960,000.00
2. Raymond James - Mutual funds Calamos Timpani Small Cap (CTSIX) 900.498 shares
Acct. XXXXH523
23,007.72
3. Raymond James - Mutual funds Columbia Flexible Capital inc. (CFIZX) 1,043.629 shares
Acct. XXXXH523 13,629.79
4 Raymond James - Mutual funds Easterly Global Real Estate Fund (JARIX) 2,173.729 shares
Acct. XXXXH523
30,714.79
5. Raymond James - Mutual fund Principal Mid Cap Fund (PCBIX) 824.984 shares
Acct. XXXXH523
25,393 F 01
6. Raymond James Mutual fund Virtus Equity 8 Conv (NIE) 1,125.00 shares
—
Acct. XXXXH523 23,658.75
DIVIDEND: 562.50
7. Raymond James - ETPs Ishares TR Core S8P (ITOT) 383.000 shares
Acct. XXXXH523
32,133.70
8. Raymond James - ETPs Ishares TR Exponential Tech (XT) 327.000 shares
Acct. XXXXH523
15,194 06 F
9 Raymond James - ETPs SPDR S8P 500 ETF (SPY) 128.000 shares
Acct. XXXXH523 48,069.76
DIVIDEND: 204.34
10. Raymond James - ETPs Vanek Morningstar Wide Moat ETF (MOAT) 522.000 shares
Acct. XXXXH523
32,301.36
Raymond James - ETPs Vanguard MegaCap Growth (MGK) 164.000 shares
Acct. XXXXH523
30,168.62
Form Approved by the
Judicial Council of California INVENTORY AND APPRAISAL ATTACHMENT Probate Code, 55 301,
2610-2613, 8800-8920, 10309
DE-161, GC-041 [Rev. January 1, 1998]
ESTATE OF (name): DE-161, GC-041
PAUL MICHAEL HARTMAN CASE NUMBER:
S-P R-0012158
INVENTORY AND APPRAISAL
ATTACHMENT NO.: 2
(In decedents'states, attachments must conform to Probate Code Page: 2 of: 3 total pages.
section 8850(c) regarding community and separate property
). (Add pages as required ).
Item No. Description
Appraised value
12. Raymond James - Mutual funds Calamos Timpani Small Cap Growth
(CTSIX) 189.058 shares
Acct. XXXXT878
4,830.43
Raymond James - Mutual funds Columbia Flexible Capital lnc. Fund (CFIZX) 422.723
shares
Acct. XXXXT878 5,520.76
14. Raymond James Mutual funds Federated Hermes Muni 8 Stock ADVT (FMUIX)
'9
—
1,105.392 shares
Acct. XXXXT878 14,082
15. Raymond James Mutual funds Easterly Global Real Estate Fund (JARIX) 438.582 shares
—
Acct. XXXXT878
6,197 '6
16. Raymond James - Mutual funds JP Morgan Equity Inc. Fund (HLIEX) 462.306 shares
Acct. XXXXT878 9,902.59
17. Raymond James - Mutual funds Principal Mid Cap Fund (PCBIX) 254.807 shares
Acct. XXXXT878 7,842.96
18. Raymond James ETPs Fidelity Dividend ETF (FDRR) 176.000 shares
'6
—
Acct. XXXXT878 6,628
Raymond James - ETPs First Trust Managed Municipal (FMB) 292.000 shares
Acct. XXXXT878
14,464.22
20. Raymond James - ETPs Franklin Dynamic Muni Bond (FLMI) 625.000 shares
Acct. XXXXT878
14,468.75
Raymond James - ETPs Ishares TR Core DIV Growth (DGRO) 291.000 shares
Acct. XXXXT878
13,685.73
Form Approved by the
Judicial Council of California INVENTORY AND APPRAISAL ATTACHMENT Probate Code, gg 301,
DE-161, GC-041 [Rev. January 1, 1998] 2610-2613, 8800-8920, 10309
ESTATE OF (name) . DE-181, GC-041
CASE NUMBER:
PAUL MICHAEL HARTMAN
S-PR-00~2&58
INVENTORY AND APPRAISAL
ATTACHIIENT NO.: 2
(In decedents'states, attachments must conform to Probate Code
section 8850(c) regarding community and separate property
Item No. Description
)
Page: 3 of:
(Add pages as required ).
3 total pages.
Appraised value
22. Raymond James - Mutual fund SPDR S8P 500 ETF (SPY) 52.000 shares
Acct. XXXXT878
19,528.34
DIVj. DEND: 83.02
Raymond James Mutual fund Vanguard Mega Cap Growth (MGK) 34.000 shares
—
Acct. XXXXT878
6,254.47
Form Approved by the
Judicial Council of California INVENTORY AND APPRAISAL ATTACHMENT Probate Code, 5g 301,
DE-161, GC-041 [Rev. January 1, 1998] 2610-261 3, 8800-8920, 10309
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ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address): DE-460/GC-04O Robert J. Gonzalez (SBN 179250) FOR COURT USE ONL'f Law Office of Robert J. Gonzalez PO Box 221239 Sacramento, CA 95822 TELEPHQNE No.: 916 455 9991 FAX NO. (Optional): E-MAIL ADDREss (optional): Bjqroblaw@aol.corn ATTORNEY FOR(Name): ChriStina Paaan. AdminIStratOr SUPERIOR COURT OF CALIFORNIA, COUNTY OF PLACER sTREETADDRFss:10820 Justice Ctr. Dr. IVIAILING ADDRESS: clTY AND zIP coDE. Roseville 95678 BRANcHNAME: Hon. Howard G. Gibson Courthouse ESTATE OF (Name): PAUL MICHAEL HARTMAN I x I DECEDENT coNsERVATEE I I MINoR INVENTORY AND APPRAISAL CASE NUMBER: Partial No.: S-PR-0012158 I Corrected x Date of Death of Decedent or of Appointment of Guardian or I I Final Reappraisal for Sale Conservator: Supplemental Property Tax Certificate 09/22/2022 I APPRAISALS 1. Total appraisal by representative, guardian, or conservator (Attach ment 1): 2. Total appraisal by referee (Attachment 2): 879,315.89 1,358,527.68 TOTAL: $ 2,237,843.57 DECLARATION OF REPRESENTATIVE, GUARDIAN, CONSERVATOR, OR SIIALL ESTATE CLAIIIANT 3. Attachments 1 and 2 together with all prior inventories filed contain a true statement of x all a portion of the estate that has come to my knowledge or possession, including particularly all I I I I money and all just claims the estate has against me. have truly, honestly, and impartially appraised to the best of I my ability each item set forth in Attachment 1. 4. INo probate referee is required I by order of the court dated (specify): I I 5. Property tax certificate. certify that the requirements of Revenue and Taxation I Code section 480 a. are not applicable because the decedent owned no real property in California at the time of death. I I b. x have been satisfied by the filing of a change of ownership statement with the county recorder or I I assessor of each county in California in which the decedent owned property at the time of death. Ideclare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Date: ) I'Z(p t, 2.'"t Christina Pagan ). (TYPE OR PRINT NAME; INCLUDE TITLE IF CORPORATE OFFICER) (SIGNATURE) STATEMENT ABOUT THE BOND (Complete in all cases. Must be signed by attorney for fiduciary, or by fiduciary without an attorney 6. I I Bond is waived, or the sole fiduciary is a corporate fiduciary or an exempt government agency. 7. I x I Bond filed in the amount of: 3 1,050,000.00 Sufficient ~Insufficient I I 8 I I Receipts for. g have been filed with the court for dePosits in a blocked account at (sPecify institution and location): Date: '3 t 'L In ~ &~'i Robert J Gonzalez ~ (TYPE OR PRINT NAME) (SIGNATURE O~n t TQWKY OR PARTY WITHOUT A ITORNEY) Page1 of 2 Form Adopted for Mandatory Use Judicial Council of California INVENTORY AND APPRAISAL Probate Code, Q 2610-2616, 8800-8980; DE-160/GC-040 [Rev. January 1, 2007] Cal. Rules of Court, rule 7.501 wiwlNcourttnfo.ca.gov ESTATE OF (Name) DE-160/GC-040 PAUL MICHAEL HARTMAN, CASE NUMBER: DECEDENT I I CONSERVATEE MINOR S PR — 0012158 DEGLARATION OF PROBATE REFEREE 9. have truly, honestly, and impartially appraised to the best of my ability each item set forth in Attachment 2. I 10. A true account of my commission and expenses actually and necessarily incurred pursuant to my appointment is: Statutory commission: $ 1, 3 5 8 . 0 0 Expenses (specify): $ 2 2 . 0 0 (Ma P, Trave 1, Photo ) TOTAL; $ 1 380 00 ~ declare under penalty of perjury under the laws of the State of California that the fore o I tr nd Date: MARCH 15, 2024 KEVIN P. ECKARD I1 (TYPE OR PRINT NAME) (SIGNATURE OF REFEREE) INSTRUCTIONS (See Probate Code sections 2610-2616, 8801, 8804, 8852, 8905, 8960, 8961, and 8963 for additional instructions.} See Probate Code section 8850 for items to be included in the inventory. 2. lf 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, 2611.) g 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. 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 tenancy and other assets are listed for appraisal purposes only and not as part of the probate estate, If joint they must be separately listed on additional attachments and their value excluded from the total valuation of Attachments 1 and 2. Each attachment should conform to the format approved by the Judicial Council. (See Inventory and Appraisal Attach ment (form DE-161IGC-041) and Cal. Rules of Court, rules 2.100 —2.119.) DE-1 60/GC-040 [Rev. January 2007] 1, INVENTORY AND APPRAISAL Page 2 of 2 ESTATE OF (name): DE-181, GC-041 CASE NUMBER; PAUL MICHAEL HARTMAN S-P R-0012158 INVENTORY AND APPRAISAL ATTACHINENT NO.: (In decedents'states, attachments must conform to Probate Code Page: section 8850(c) regarding community and separate property ). 1 of: (Add pages as required ). total pages. Item No. Description Appraised value 1. Raymond James Bank Cash Acct No. XXXXT878 $ 13,605.05 2. Raymond James Bank Cash Acct. No. XXXXH523 I%i $ 45,734.47 3. First Citizen's Bank Cash Acct. No. XXXXXXXX8198 $ 554.222.47 4 Bank of America Cash Acct. No. XXXX XXXX 4243 $ 5.445.32 Bank of America Cash Acct. No. XXXX XXXX 5352 $218, 657.77 6. Franchise Tax Board Refund Tax Year 2021 $ 16,365.00 7. Internal Revenue Ser. Refund Tax Year 2021 $ 8181.00 8. Franchise Tax Board Refund Tax Year 2022 $ 17,104.81 ATTACHMENT 1 TOTAL: $ 879.315.89 Form Approved by the Judicial Council of California INVENTORY AND APPRAISAL ATTACHMENT Probate Code, gg 301, DE-161, GC-041 [Rev. January 1, 1998] 2610-2613, 8800-8920, 10309 DE-161, GC-041 ESTATE OF (name) CASE NUlVlBER: PAUL MICHAEL HARTMAN S-PR-0012158 INVENTORY AND APPRAISAL ATTACHMENT NO.: 2 (ln decedents'states, attachments must conform to Probate Code Page: of: total pages. section 8850(c) regarding community and separate property ). 1 (Add pages as required ). 3 Item No. Description Appraised value 1. situated in Placer County, California and commonly known as A single-family dwelling 770 Lozanos Rd., Newcastle, CA 95658 (APN 040060010000) $ 960,000.00 2. Raymond James - Mutual funds Calamos Timpani Small Cap (CTSIX) 900.498 shares Acct. XXXXH523 23,007.72 3. Raymond James - Mutual funds Columbia Flexible Capital inc. (CFIZX) 1,043.629 shares Acct. XXXXH523 13,629.79 4 Raymond James - Mutual funds Easterly Global Real Estate Fund (JARIX) 2,173.729 shares Acct. XXXXH523 30,714.79 5. Raymond James - Mutual fund Principal Mid Cap Fund (PCBIX) 824.984 shares Acct. XXXXH523 25,393 F 01 6. Raymond James Mutual fund Virtus Equity 8 Conv (NIE) 1,125.00 shares — Acct. XXXXH523 23,658.75 DIVIDEND: 562.50 7. Raymond James - ETPs Ishares TR Core S8P (ITOT) 383.000 shares Acct. XXXXH523 32,133.70 8. Raymond James - ETPs Ishares TR Exponential Tech (XT) 327.000 shares Acct. XXXXH523 15,194 06 F 9 Raymond James - ETPs SPDR S8P 500 ETF (SPY) 128.000 shares Acct. XXXXH523 48,069.76 DIVIDEND: 204.34 10. Raymond James - ETPs Vanek Morningstar Wide Moat ETF (MOAT) 522.000 shares Acct. XXXXH523 32,301.36 Raymond James - ETPs Vanguard MegaCap Growth (MGK) 164.000 shares Acct. XXXXH523 30,168.62 Form Approved by the Judicial Council of California INVENTORY AND APPRAISAL ATTACHMENT Probate Code, 55 301, 2610-2613, 8800-8920, 10309 DE-161, GC-041 [Rev. January 1, 1998] ESTATE OF (name): DE-161, GC-041 PAUL MICHAEL HARTMAN CASE NUMBER: S-P R-0012158 INVENTORY AND APPRAISAL ATTACHMENT NO.: 2 (In decedents'states, attachments must conform to Probate Code Page: 2 of: 3 total pages. section 8850(c) regarding community and separate property ). (Add pages as required ). Item No. Description Appraised value 12. Raymond James - Mutual funds Calamos Timpani Small Cap Growth (CTSIX) 189.058 shares Acct. XXXXT878 4,830.43 Raymond James - Mutual funds Columbia Flexible Capital lnc. Fund (CFIZX) 422.723 shares Acct. XXXXT878 5,520.76 14. Raymond James Mutual funds Federated Hermes Muni 8 Stock ADVT (FMUIX) '9 — 1,105.392 shares Acct. XXXXT878 14,082 15. Raymond James Mutual funds Easterly Global Real Estate Fund (JARIX) 438.582 shares — Acct. XXXXT878 6,197 '6 16. Raymond James - Mutual funds JP Morgan Equity Inc. Fund (HLIEX) 462.306 shares Acct. XXXXT878 9,902.59 17. Raymond James - Mutual funds Principal Mid Cap Fund (PCBIX) 254.807 shares Acct. XXXXT878 7,842.96 18. Raymond James ETPs Fidelity Dividend ETF (FDRR) 176.000 shares '6 — Acct. XXXXT878 6,628 Raymond James - ETPs First Trust Managed Municipal (FMB) 292.000 shares Acct. XXXXT878 14,464.22 20. Raymond James - ETPs Franklin Dynamic Muni Bond (FLMI) 625.000 shares Acct. XXXXT878 14,468.75 Raymond James - ETPs Ishares TR Core DIV Growth (DGRO) 291.000 shares Acct. XXXXT878 13,685.73 Form Approved by the Judicial Council of California INVENTORY AND APPRAISAL ATTACHMENT Probate Code, gg 301, DE-161, GC-041 [Rev. January 1, 1998] 2610-2613, 8800-8920, 10309 ESTATE OF (name) . DE-181, GC-041 CASE NUMBER: PAUL MICHAEL HARTMAN S-PR-00~2&58 INVENTORY AND APPRAISAL ATTACHIIENT NO.: 2 (In decedents'states, attachments must conform to Probate Code section 8850(c) regarding community and separate property Item No. Description ) Page: 3 of: (Add pages as required ). 3 total pages. Appraised value 22. Raymond James - Mutual fund SPDR S8P 500 ETF (SPY) 52.000 shares Acct. XXXXT878 19,528.34 DIVj. DEND: 83.02 Raymond James Mutual fund Vanguard Mega Cap Growth (MGK) 34.000 shares — Acct. XXXXT878 6,254.47 Form Approved by the Judicial Council of California INVENTORY AND APPRAISAL ATTACHMENT Probate Code, 5g 301, DE-161, GC-041 [Rev. January 1, 1998] 2610-261 3, 8800-8920, 10309