Preview
- < DE-147
"ATTORNEY OR PARTY WITHOUT ATTORNEY (eae, AOR COURT USE ONLY
Sarah A. Brooks, Esq. (State Be Bar# #255679)
| Aaron, Riechert, Carpo! & Riffle, APC
333 Twin Dolphin Dr., Ste. 350, Redwood City, CA 94065
‘TELEPHONE NO, (650) 368-4662 —raxno. (omnat: (650) 367-8531 . ,
EstAlL AGORESS (Opto sbrooks@arcr. com San Francisco County Superior Court
ATTORNEY FOR fem: Nancy Jodaitis & Hilary. Maxworthy, Petitioners | 132020
SUPERIOR COURT OF CALIFORNIA, COUNTY OF SAN FRANCISCO ~ JUL
stncer aporess: 400 McAllister Street, Ist Floor
MAILING ADDRESS: CLERK OF THE COURT
omy ano ze cove: San Francisco, CA 94102 BY: o
BRANCH NAME: . Depusy Clerk
ESTATE OF (Name):
Patricia Lynn Dimmick aka Patricia L. Dimmick DECEOENT
‘CASE NUMBER:
DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE =
* and Acknowledgment of Receipt PES =2 Q= =3 03 7 ag ft
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
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 it is an estate account and not your personal
account, Never deposit estate funds in your personal account or otherwise mix them with your or anyone else's
property. Secutities 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 for checking accounts intended for ordinary administration expenses, estate accounts must eam interest. 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 dea! with estate property. You should not spend any of the
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 it is required, you may be removed as personal representative or you may be
tequired to reimburse the estate from your own personal funds, or both. You should consult with an attomey
cangeming 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 propeity to be administered in the estate.
b. Determine the value of 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 attomey 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 ail the assets in the estate.
. Pago 4 of2
Far Aaa ts ana 0 DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE Prono Coda $008
GE-147 Rey, Jamazy 1, 200) (Probate)
LexisNexis® Auiomated Callfornia Judicial Councit FormsESTATE OF (Name): "| Case numeer:
LL. Patricia Lynn Dimmick.aka Patricia L. Dimmick
DECEDENT 4
d.. Filea:change of ownership
At the time you file the inventory and eppraisl you must also file a change of ownership statement with the county
recorder or.assessor in. each county where the decedent owned Teal. 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 montis after your appointment .
as personal representative. if the decedent received Medi- iCal assistance, you must notify the State Director of Health
Services within 90 days after T-appointment.
4, INSURANCE
You should determine that there is appropriate and adequate insurance covering the assets and risks of the estate.
Maintain the Insurance in force during the entire period of the administration.
6 RECORD KEEPING ©
a accounts
Kean ace keep oinplete and accurate records of each financial transaction affecting the estate. You will have to
Prepare an account of all money and property you have received, what you have spent, and the date. of each
transaCtion. You must describe in Seta what you have left after the payment of expenses.
b. Court review
Your account will be reviewed by. the court. Save your receipts because the court may ask to review them. If you donot
. file your-accounts as required, the coutt will order you todo ‘So. You may be removed as Personal fepresentative if you _
‘fail to comply. uv
: 6; CONSULTING AN ATTORNEY
If you have an attomey, you should cooperate with the altomey at all times. You and your attomey are responsible for
completing the estate administration as promptly as Possible. ‘When it in-doubt, contact your attorney.
NOTICE: 1. This'statement of duties and liabiiities is. a summary and is not 4 complete statement of the law.
. Your conduct as a personal representative is governed by the taw Itself and not by this summary.
- 2. Ifyou fail to perform your duties or to meet the deadlines, the court may reduce your
._ compensation, remove yout from: office, and impose other sanctions. .
ACKNOWLEDGMENT OF RECEIPT
1. have petitioned the court tobe appointed asa personal representative.
2. wy address and telephonen number ate (specify): 21091 Skyview Drive
Sonora, CA'95370
: lepho ber: (209) 591-380] ae
3. I acknowledge that {have received a copy this Hatdinen tc ner: 208 iabilities Of the office of personal
representative.
_ Date: June 1A. 2020
= Hilary Maxworthy
"UVPE OR PRINT HAE)
Date: June XD, 2020
“Nancy Jodaitis
OU QYPE OR PRINT IAN
Bawkiagor Pemonen. .
CONFIDENTIAL INFORMATION:- if required to do $0 by local-court rule, you must provide your ‘date of-birth and divers
license number on ‘Supplemental Fonn DE-147S. (Prob. Cade; § 8oq(b)) :
Dea Rev, avery 1.200) DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE. wet wage zete
~ (Probate) Lees Anata Coble le Cee Form