On August 27, 2020 a
Complaint,Petition
was filed
involving a dispute between
Lindsley, Alan,
and
for PETITION FOR PROBATE OF WILL AND FOR LETTERS TESTAMENTARY
in the District Court of San Francisco County.
Preview
ORIC.NAL ve
ATTORNEY OR PARTY WITHOUT ATTORNEY (Namo, state bar number, and address): FOR COURT USE ONLY
Kathryn S. Korn 189162
[-Korn Law Group
23 Altarinda Rd Suite 215 Orinda CA 94563 - i ge
‘TELEPHONE NO.:9252531808 FAX NO. (Optiona): 925-386-0831 ~ Su eri ior Cost of Ci tomta
E-MAIL ADDRESS (Optiona): kathryn@kornlawgroup.com ‘Ounty oF San Francisco
ATTORNEY FOR (Name): Alan Lindsley
‘SUPERIOR GOURT OF CALIFORNIA, COUNTY OF San Francisco AUG 2 7 2020
ena aaonaee, 100 MeAlister St CLERK Of THE COURT
ciry AND zip cove: San Francisco 94102 BY: Lege nn emer
BRANCH NAME: Civic Center Courthouse Deputy Clerk
ESTATE OF (Name):
James Earl Jewell DECEDENT
DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE ee - 853
and Acknowledgment of Receipt PES “2 0 =3 03 .
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 7
open a bank account for the estate, the account name must indicate that it is an estate account and not your person
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.
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 deal 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
required to reimburse the estate fram 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.
c
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 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 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.
Pago 1of2
Form Adopted tr Mandatory Jeo DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE Probate Coda, § 8406
DE-147 [Rev. January 1, 2002] (Probate)ESTATE OF (Name): CASE NUMBER:
|_James Earl Jewell
DECEDENT
d. File a change of ownership
At the time you file.the inventory and appraisal, you must also file a change of awnership.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.appoiniment
as personal representative. Ifthe 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 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.
, 5. RECORD KEEPING
a. Keep accounts
You-must keep complete 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 detail 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.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
If you 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. {have petitioned the court to be.appointed as a personal representative.
2, My address and telephone number are (specify):
261 La EspiralOrinda CA 94563
925-254-1860
3. | acknowledge that | have received a copy of this-statement of the duties: and liabilities of the office-of personal
representative.
Date: DR ROBO
Alan Lindsley
{TYPE OR PRINT NAME)
Date:
(TYPE.OR PRINT NAME) {SIGNATURE OF PETITIONER)
CONFIDENTIAL INFORMATION: If required to do.so by local court rule, you must provide-your date of birth and driver's
Ilcense number on:supplemental Form.DE-147S.:(Prob.:Code, § 8404(b).)'
E-147 (Rev, January 1,2002] DUTIES. AND. LIABILITIES OE RERSONAL REPRESENTATIVE Poge2orz
Probate)
Document Filed Date
August 27, 2020
Case Filing Date
August 27, 2020
Category
PETITION FOR PROBATE OF WILL AND FOR LETTERS TESTAMENTARY
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Preview
ORIC.NAL ve ATTORNEY OR PARTY WITHOUT ATTORNEY (Namo, state bar number, and address): FOR COURT USE ONLY Kathryn S. Korn 189162 [-Korn Law Group 23 Altarinda Rd Suite 215 Orinda CA 94563 - i ge ‘TELEPHONE NO.:9252531808 FAX NO. (Optiona): 925-386-0831 ~ Su eri ior Cost of Ci tomta E-MAIL ADDRESS (Optiona): kathryn@kornlawgroup.com ‘Ounty oF San Francisco ATTORNEY FOR (Name): Alan Lindsley ‘SUPERIOR GOURT OF CALIFORNIA, COUNTY OF San Francisco AUG 2 7 2020 ena aaonaee, 100 MeAlister St CLERK Of THE COURT ciry AND zip cove: San Francisco 94102 BY: Lege nn emer BRANCH NAME: Civic Center Courthouse Deputy Clerk ESTATE OF (Name): James Earl Jewell DECEDENT DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE ee - 853 and Acknowledgment of Receipt PES “2 0 =3 03 . 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 7 open a bank account for the estate, the account name must indicate that it is an estate account and not your person 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. 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 deal 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 required to reimburse the estate fram 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. c 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 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 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. Pago 1of2 Form Adopted tr Mandatory Jeo DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE Probate Coda, § 8406 DE-147 [Rev. January 1, 2002] (Probate)ESTATE OF (Name): CASE NUMBER: |_James Earl Jewell DECEDENT d. File a change of ownership At the time you file.the inventory and appraisal, you must also file a change of awnership.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.appoiniment as personal representative. Ifthe 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 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. , 5. RECORD KEEPING a. Keep accounts You-must keep complete 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 detail 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.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 If you 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. {have petitioned the court to be.appointed as a personal representative. 2, My address and telephone number are (specify): 261 La EspiralOrinda CA 94563 925-254-1860 3. | acknowledge that | have received a copy of this-statement of the duties: and liabilities of the office-of personal representative. Date: DR ROBO Alan Lindsley {TYPE OR PRINT NAME) Date: (TYPE.OR PRINT NAME) {SIGNATURE OF PETITIONER) CONFIDENTIAL INFORMATION: If required to do.so by local court rule, you must provide-your date of birth and driver's Ilcense number on:supplemental Form.DE-147S.:(Prob.:Code, § 8404(b).)' E-147 (Rev, January 1,2002] DUTIES. AND. LIABILITIES OE RERSONAL REPRESENTATIVE Poge2orz Probate)