On May 16, 2024 a
Duties & Liabilities of Personal Representative Filed
was filed
involving a dispute between
Watson, Sue,
and
for Petition for Letters of Administration
in the District Court of San Bernardino County.
Preview
s
\r DE-1 47
0R PARTY WITHOUT ATrORNEY
A1-ronNEv (Name, stare bar number, and address): FOR COURT USE ONLY
John G. Wurm, Esq. SBN: 106475
—Law Offices of John G. Wurm
P.O. Box 1875 F I LE D
Lake Arrowhead, CA 92352 SUPERIOR COURT 0F CALIFORNIA
TELEPHONE NO.:(909) 337-2557 FAX No. (Optionao:(909) 336-3697 COUNTY 9F SAN aERNAnDsNo
E-MA'L ADDRESS (OptionaD-‘jwurmlakearrowhead@ gmail.com
ATTORNEY FOR (Name)-'Sue Watson, Petitioner MAY 16 202‘!
SUPERIOR COURT 0F CALIFORNIA, COUNTY OF SAN BERNARDINO
STREET ADDRESS= 17780 Arrow Blvd.
0
MAILING ADDRESS: 17780 Arrow Blvd
CITY AND ZIP CODE: Fontana, CA 982335 Y3 A eune GarCia’ Dapuw
BRANCH NAME: Fontana District Courthouse — Probate Division
ESTATE OF (Name):
GARY M. DAHLQUIST, DECEDENT
DUTIES AND LIABILITIES 0F PERSONAL REPRESENTATIVE CASENUfZZM _, _, ,u, M , A ,
and Acknowledgment of Receipt
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 qua|ified 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
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 your personal
it
account. Never deposit estate funds in your personal account or otherwise mix them with your or anyone else's
property. Securities in the estate must also be held in a name that shows they are estate property and not your
personal property.
c. lnterest-bearing accounts and other investments
Except Checking accounts intended for ordinary administration expenses, estate accounts must earn interest. You
for
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 on your authority to deal with estate property. You should not spend any of the
restrictions
estate's money unless you have received permission from the court 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 you may be
it
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 OF 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 value oi the property
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 the estate.
Page 1 of 2
Forrn Adopted for Mandatory Use
DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE Probate Code, § 8404
Judicial Council of California
DEA1 47 [Rem January 1, 20021 (Probate) {Vimmm
OR l GI NA
05 f o 6 £2024 102223151 FM: 94043400‘9 CAROL GRACE MINISTRIE“
taiATE OMName): k __ 1093:0010—
GARY M. DAHLMT E nuMBEH:
'
DEGEDENT
__
d. File a change of ownership
At the nme you fiIe the
inventory and appraisal.
recorder 0r assessor in each you must also file a change of ownership
county where the decedent own statement with the county
section 480 of the California ed real property at the time of deat
Revenue and Taxation Code. h, as provided in
You must mail a notice oi administrati
3. NOTICE TO CREDITORS
on to each
known creditor of the decedent withi
a5 personal representative. If the n four months after
your appointment
decedentreceived Medi-Cal assistan
Services within 90 days after ce, you muat notify the State
appointment. Director of Health
You should determine
4. INSURANCE
that there ls appropriate and
Maintain the insurance in forc
adeq uate insurance covering the asse
e during the entire period of ts and risks of the estate.
the administration.
‘
a. Keep accounts 5. RECORD KEEPING
You must keep complete and accurate
records of each financial transact
prepare an account of all mon ion affecting the estate. You
ey and property you have received, what will have to
transaction. You must describe you have spent, and the data of each
In detail what
you have left after the payment of expe
b. Caurt review nses.
Your amount wil! be reviewed
by the court. Save your receipts because
file your accounts as requi the court may ask to review them
red, the court will order . If you do not
you to do so. You may be removed as
fail to comply. personal represantativa if
you
6. CONSULTING AN ATT
ORNEY
Ifyou haVe an attorney, you should coop
erate with the attorney at au time
completing the estate administ s. You and your attorney are
responsible
NOTICE: 1.
l
ration as promptly as possible
. When In doubt, contact
This statement of duties and liabi
_>.———~_ your attorney.
for
lities ls a summary and
Your conduct as a personal represen is not a complete statemen
tative is governed by the law Itsel
t of the law.
2.
—““j‘~—————u——‘
If you fail to perf
orm your duties or ta meet the
compensation. remove you from
f and not by this sum
deadlines, the court may redu
office, and impose other sanction
ACKNOWLEDGMENT OF RECEIPT
s.
ce your
mary.
1, l have petitioned the court to be appo
inted as a personal representati
ve.
2, My address and telephOne number are (specify): 1023 Pawhuska Burk
, bumctt, Texas 76354
Phone Number: (940) 337—3769
3. lacknowledge tn at have received
a copy
|
of this statement of the duties and
representative. liabilities of the office of personal
‘6
Date= gpmm .2024
Date:
SWAN (TYPE OH FFUNT NAME)
(SIGNATURE OF PETITIONEH)
w—
(TYPE OH PRINT NAME)
(SIGNATURE OF FETITIONER)
CONFIDENTIAL INFORMATION: It required
to do so by local caurt rule, you must provide
license number on supplemental Form nE—1 your date of birth and driver's
473. (Prob. Code, § 3404M.)
DE—‘WRW-JWW "30°21
DUTIES AND LIABILITIES OF PERSONAL REP
RESENTATIVE "4‘1“”
(Probate)
Document Filed Date
May 16, 2024
Case Filing Date
May 16, 2024
Category
Petition for Letters of Administration
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s \r DE-1 47 0R PARTY WITHOUT ATrORNEY A1-ronNEv (Name, stare bar number, and address): FOR COURT USE ONLY John G. Wurm, Esq. SBN: 106475 —Law Offices of John G. Wurm P.O. Box 1875 F I LE D Lake Arrowhead, CA 92352 SUPERIOR COURT 0F CALIFORNIA TELEPHONE NO.:(909) 337-2557 FAX No. (Optionao:(909) 336-3697 COUNTY 9F SAN aERNAnDsNo E-MA'L ADDRESS (OptionaD-‘jwurmlakearrowhead@ gmail.com ATTORNEY FOR (Name)-'Sue Watson, Petitioner MAY 16 202‘! SUPERIOR COURT 0F CALIFORNIA, COUNTY OF SAN BERNARDINO STREET ADDRESS= 17780 Arrow Blvd. 0 MAILING ADDRESS: 17780 Arrow Blvd CITY AND ZIP CODE: Fontana, CA 982335 Y3 A eune GarCia’ Dapuw BRANCH NAME: Fontana District Courthouse — Probate Division ESTATE OF (Name): GARY M. DAHLQUIST, DECEDENT DUTIES AND LIABILITIES 0F PERSONAL REPRESENTATIVE CASENUfZZM _, _, ,u, M , A , and Acknowledgment of Receipt 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 qua|ified 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 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 your personal it account. Never deposit estate funds in your personal account or otherwise mix them with your or anyone else's property. Securities in the estate must also be held in a name that shows they are estate property and not your personal property. c. lnterest-bearing accounts and other investments Except Checking accounts intended for ordinary administration expenses, estate accounts must earn interest. You for 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 on your authority to deal with estate property. You should not spend any of the restrictions estate's money unless you have received permission from the court 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 you may be it 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 OF 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 value oi the property 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 the estate. Page 1 of 2 Forrn Adopted for Mandatory Use DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE Probate Code, § 8404 Judicial Council of California DEA1 47 [Rem January 1, 20021 (Probate) {Vimmm OR l GI NA 05 f o 6 £2024 102223151 FM: 94043400‘9 CAROL GRACE MINISTRIE“ taiATE OMName): k __ 1093:0010— GARY M. DAHLMT E nuMBEH: ' DEGEDENT __ d. File a change of ownership At the nme you fiIe the inventory and appraisal. recorder 0r assessor in each you must also file a change of ownership county where the decedent own statement with the county section 480 of the California ed real property at the time of deat Revenue and Taxation Code. h, as provided in You must mail a notice oi administrati 3. NOTICE TO CREDITORS on to each known creditor of the decedent withi a5 personal representative. If the n four months after your appointment decedentreceived Medi-Cal assistan Services within 90 days after ce, you muat notify the State appointment. Director of Health You should determine 4. INSURANCE that there ls appropriate and Maintain the insurance in forc adeq uate insurance covering the asse e during the entire period of ts and risks of the estate. the administration. ‘ a. Keep accounts 5. RECORD KEEPING You must keep complete and accurate records of each financial transact prepare an account of all mon ion affecting the estate. You ey and property you have received, what will have to transaction. You must describe you have spent, and the data of each In detail what you have left after the payment of expe b. Caurt review nses. Your amount wil! be reviewed by the court. Save your receipts because file your accounts as requi the court may ask to review them red, the court will order . If you do not you to do so. You may be removed as fail to comply. personal represantativa if you 6. CONSULTING AN ATT ORNEY Ifyou haVe an attorney, you should coop erate with the attorney at au time completing the estate administ s. You and your attorney are responsible NOTICE: 1. l ration as promptly as possible . When In doubt, contact This statement of duties and liabi _>.———~_ your attorney. for lities ls a summary and Your conduct as a personal represen is not a complete statemen tative is governed by the law Itsel t of the law. 2. —““j‘~—————u——‘ If you fail to perf orm your duties or ta meet the compensation. remove you from f and not by this sum deadlines, the court may redu office, and impose other sanction ACKNOWLEDGMENT OF RECEIPT s. ce your mary. 1, l have petitioned the court to be appo inted as a personal representati ve. 2, My address and telephOne number are (specify): 1023 Pawhuska Burk , bumctt, Texas 76354 Phone Number: (940) 337—3769 3. lacknowledge tn at have received a copy | of this statement of the duties and representative. liabilities of the office of personal ‘6 Date= gpmm .2024 Date: SWAN (TYPE OH FFUNT NAME) (SIGNATURE OF PETITIONEH) w— (TYPE OH PRINT NAME) (SIGNATURE OF FETITIONER) CONFIDENTIAL INFORMATION: It required to do so by local caurt rule, you must provide license number on supplemental Form nE—1 your date of birth and driver's 473. (Prob. Code, § 3404M.) DE—‘WRW-JWW "30°21 DUTIES AND LIABILITIES OF PERSONAL REP RESENTATIVE "4‘1“” (Probate)