Form DE-111, Petition for Probate Instructions
This form contains 177 fields organized into 38 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Additional Information | ||
| TextField3g5 | Text |
Provide additional information as required by the form. The specific details needed are not specified by the field name.
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| (specify for each) | Text |
Specify details for each item as required by the form. The specific details needed are not specified by the field name.
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| FillText352 | Text |
Provide additional information or details as required by the form. The specific context for this field is not provided.
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| FillText351 | Text |
Provide additional information or details as required by the form. The specific context for this field is not provided.
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| FillText350 | Text |
Provide additional information or details as required by the form. The specific context for this field is not provided.
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| FillText352 | Text |
Provide additional information or details as required by the form. The specific context for this field is not provided.
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| FillText351 | Text |
Provide additional information or details as required by the form. The specific context for this field is not provided.
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| Administration Powers | ||
| with general powers | CheckBox |
Indicate if you are requesting administration with general powers.
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| Authorization to Administer Under the Independent Administration of Estates Act | CheckBox |
Select this option if you are requesting authorization to administer the estate under the Independent Administration of Estates Act.
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| with limited authority | CheckBox |
Indicate if you are requesting administration with limited authority.
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| Administration Request | ||
| Appointment of special administrator requested. (Specify grounds and requested powers in Attachment 3g(3).) | CheckBox |
Indicate if a special administrator appointment is requested. Provide details on the grounds and powers in the specified attachment.
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| Appointment Request | ||
| executor | CheckBox |
Check this box if you are requesting the appointment of an executor for the estate.
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| administrator with will annexed | CheckBox |
Check this box if you are requesting the appointment of an administrator with will annexed.
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| administrator | CheckBox |
Check this box if you are requesting the appointment of an administrator for the estate.
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| special administrator | CheckBox |
Check this box if you are requesting the appointment of a special administrator for the estate.
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| Attachments | ||
| Continued on Attachment 8 | CheckBox |
Check this box if additional information is continued on Attachment 8.
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| Number of pages attached | Number |
Enter the number of pages attached to this form. Maximum length is 2 digits.
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| Attorney Information | ||
| STATE | Text |
Enter the two-letter abbreviation for the state where the attorney's office is located.
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| ZIP CODE | Text |
Enter the ZIP code for the attorney's office address.
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| CITY | Text |
Enter the city where the attorney's office is located.
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| STREET ADDRESS | Text |
Enter the street address of the attorney's office.
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| FIRM NAME | Text |
Enter the name of the attorney's firm.
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| NAME | Text |
Enter the full name of the attorney handling the case.
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| STATE BAR NO | Text |
Enter the attorney's State Bar number.
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| TELEPHONE NO | Text |
Enter the telephone number for the attorney's office.
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| FAX NO | Text |
Enter the fax number for the attorney's office, if available.
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| E-MAIL ADDRESS | Text |
Enter the email address for the attorney handling the case.
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| ATTORNEY FOR (name) | Text |
Enter the name of the person or entity the attorney is representing.
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| Authority Type | ||
| with general powers | CheckBox |
Check this box if you are requesting the appointment with general powers.
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| full | CheckBox |
Check this box if you are requesting full authority for the appointed representative.
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| limited authority | CheckBox |
Check this box if you are requesting limited authority for the appointed representative.
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| Bond Requirements | ||
| bond not be required for the reasons stated in item 3e | CheckBox |
Check this box if you are requesting that no bond be required, with reasons stated in item 3e.
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| bond be fixed. The bond will be furnished by an admitted surety insurer or as otherwise provided by law. (Specify reasons in Attachment 2 if the amount is different from the maximum required by Prob. Code, § 8482.) | CheckBox |
Check this box if you are requesting that a bond be fixed, specifying reasons if the amount differs from the maximum required by law.
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| Bond Waiver | ||
| Will waives bond | CheckBox |
Check this box if the will waives the requirement for a bond.
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| Special administrator is the named executor, and the will waives bond | CheckBox |
Check this box if the special administrator is the named executor and the will waives the bond.
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| All beneficiaries are adults and have waived bond, and the will does not require a bond. (Affix waiver as Attachment 3e(2).) | CheckBox |
Check this box if all beneficiaries are adults, have waived the bond, and the will does not require a bond. Attach the waiver as Attachment 3e(2).
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| All heirs at law are adults and have waived bond. (Affix waiver as Attachment 3e(3).) | CheckBox |
Check this box if all heirs at law are adults and have waived the bond. Attach the waiver as Attachment 3e(3).
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| Sole personal representative is a corporate fiduciary or an exempt government agency | CheckBox |
Check this box if the sole personal representative is a corporate fiduciary or an exempt government agency.
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| Case Information | ||
| CASE NUMBER | Text |
Enter the case number assigned to this probate case.
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| CASE NUMBER | Text |
Enter the case number associated with this probate petition.
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| CASE NUMBER | Text |
Enter the case number associated with this probate petition.
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| CASE NUMBER | Text |
Enter the case number associated with this probate petition.
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| Children | ||
| child as follows | CheckBox |
Check this box if the decedent had children.
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| natural or adopted | CheckBox |
Check this box if the decedent's child is natural or adopted.
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| natural adopted by a third party | CheckBox |
Check this box if the decedent's child was natural but adopted by a third party.
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| no child | CheckBox |
Check this box if the decedent had no children.
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| Court Information | ||
| SUPERIOR COURT OF CALIFORNIA, COUNTY OF | Text |
Enter the name of the Superior Court of California and the county where the petition is being filed.
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| BRANCH NAME | Text |
Enter the branch name of the court where the petition is being filed.
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| CITY AND ZIP CODE | Text |
Enter the city and ZIP code of the court's location.
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| STREET ADDRESS | Text |
Enter the street address of the court.
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| MAILING ADDRESS | Text |
Enter the mailing address of the court.
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| Decedent Information | ||
| Decedent died on (date) | Date |
Enter the date on which the decedent passed away.
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| at (place) | Text |
Enter the place where the decedent died.
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| a resident of the county named above | CheckBox |
Check this box if the decedent was a resident of the county named above.
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| a nonresident of California and left an estate in the county named above located at | CheckBox |
Check this box if the decedent was a nonresident of California but left an estate in the county named above.
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| Street address, city, and county of decedent's residence at time of death (specify) | Text |
Enter the street address, city, and county of the decedent's residence at the time of death.
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| ESTATE OF (name) | Text |
Enter the full name of the deceased individual whose estate is being probated.
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| Decedent was a citizen of a country other than the United States (specify country) | CheckBox |
Indicate if the decedent was a citizen of a country other than the United States and specify the country.
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| Text |
Enter the name of the decedent whose estate is being probated.
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| Date |
Enter the date of death of the decedent.
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| Text |
Enter the address of the decedent at the time of death.
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| Decedent died intestate | CheckBox |
Check this box if the decedent died without a will (intestate).
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| ESTATE OF (name) | Text |
Enter the name of the decedent whose estate is being probated.
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| ESTATE OF (name) | Text |
Enter the full name of the decedent whose estate is being probated.
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| FillText350 | Text |
Enter the name of the decedent whose estate is being probated.
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| FillText350 | Text |
Enter the name of the decedent whose estate is being probated.
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| FillText350 | Text |
Enter the name of the decedent whose estate is being probated.
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| FillText350 | Text |
Enter the name of the decedent whose estate is being probated.
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| FillText350 | Text |
Enter the name of the decedent whose estate is being probated.
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| FillText350 | Text |
Enter the name of the decedent whose estate is being probated.
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| FillText350 | Text |
Enter the name of the decedent whose estate is being probated.
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| ESTATE OF (name) | Text |
Enter the name of the decedent whose estate is being probated.
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| Descendants | ||
| issue of a predeceased child | CheckBox |
Check this box if there is an issue (descendant) of a predeceased child of the decedent.
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| no issue of a predeceased child | CheckBox |
Check this box if there is no issue (descendant) of a predeceased child of the decedent.
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| Domestic Partnership | ||
| registered domestic partner | CheckBox |
Check this box if the decedent had a registered domestic partner.
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| no registered domestic partner. (See Fam. Code, § 297.5(c); Prob. Code, §§ 37(b), 6401(c), and 6402.) | CheckBox |
Check this box if the decedent had no registered domestic partner.
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| Estate Administration | ||
| Decedent's will does not preclude administration of this estate under the Independent Administration of Estates Act | CheckBox |
Indicate whether the decedent's will allows for the estate to be administered under the Independent Administration of Estates Act.
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| Estate Information | ||
| Number |
Enter the estimated value of the decedent's estate.
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| Text |
Enter any additional information about the estate's assets.
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| Executor Information | ||
| Proposed executor is named as executor in the will and consents to act | CheckBox |
Check this box if the proposed executor is named in the will and has agreed to serve as executor.
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| No executor is named in the will | CheckBox |
Check this box if no executor is named in the will.
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| Proposed personal representative is a nominee of a person entitled to Letters. (Affix nomination as Attachment 3g(1)(c).) | CheckBox |
Check this box if the proposed personal representative is nominated by someone entitled to Letters. Attach the nomination as Attachment 3g(1)(c).
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| Other named executors will not act because of | CheckBox |
Check this box if other named executors will not act and specify the reason.
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| death | CheckBox |
Check this box if the reason other named executors will not act is due to death.
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| declination | CheckBox |
Check this box if the reason other named executors will not act is due to declination.
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| other reasons | CheckBox |
Check this box if there are other reasons why named executors will not act and specify the reasons.
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| (specify) | Text |
Provide additional details or specify other reasons why named executors will not act.
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| Continued in Attachment 3g(1)(d) | CheckBox |
Check this box if the information is continued in Attachment 3g(1)(d).
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| Family Relationships | ||
| Decedent was survived by issue of a predeceased spouse, all of whom are listed in item 8 | CheckBox |
Check this box if the decedent was survived by children or descendants of a predeceased spouse, and all of them are listed in item 8.
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| Decedent was survived by a parent or parents of the predeceased spouse who are listed in item 8 | CheckBox |
Check this box if the decedent was survived by a parent or parents of a predeceased spouse, and they are listed in item 8.
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| Decedent was survived by issue of a parent of the predeceased spouse, all of whom are listed in item 8 | CheckBox |
Check this box if the decedent was survived by children or descendants of a parent of the predeceased spouse, and all of them are listed in item 8.
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| Decedent was survived by next of kin of the decedent, all of whom are listed in item 8 | CheckBox |
Check this box if the decedent was survived by next of kin, and all of them are listed in item 8.
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| Decedent was survived by next of kin of the predeceased spouse, all of whom are listed in item 8 | CheckBox |
Check this box if the decedent was survived by next of kin of the predeceased spouse, and all of them are listed in item 8.
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| Financial Arrangements | ||
| in deposits in a blocked account be allowed. Receipts will be filed | CheckBox |
Check this box if you are requesting that deposits be allowed in a blocked account. Receipts will need to be filed.
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| (Specify institution and location) | Text |
Specify the institution and location related to the estate or financial matters.
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| Form Actions | ||
| Print this form | Button |
Click this button to print the form.
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| Save this form | Button |
This button allows you to save the current state of the form. Use it to ensure your entered data is not lost.
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| Clear this form | Button |
This button clears all the data entered in the form. Use it if you need to start over or remove all entries.
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| For your protection and privacy, please press the Clear This Form button after you have printed the form | Button |
This is a reminder to clear the form after printing to protect your privacy. It does not require any input.
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| General Information | ||
| (name) | Text |
Enter the name of the individual related to the context of the form, such as the decedent or petitioner.
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| Text |
Enter the relevant information as required by the form. This field is unspecified, so refer to the context of the form for guidance.
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| Text |
Enter the relevant information as required by the form. This field is unspecified, so refer to the context of the form for guidance.
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| was | CheckBox |
Indicate if the decedent was in a specific status or condition relevant to the form.
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| FillText352 | Text |
Enter the relevant information for this section of the form. The specific details required are not clear from the field name.
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| FillText351 | Text |
Enter the relevant information for this section of the form. The specific details required are not clear from the field name.
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| FillText350 | Text |
Enter the relevant information for this section of the form. The specific details required are not clear from the field name.
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| FillText352 | Text |
Enter the relevant information for this section of the form. The specific details required are not clear from the field name.
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| FillText351 | Text |
Enter the relevant information for this section of the form. The specific details required are not clear from the field name.
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| FillText350 | Text |
Enter the relevant information for this section of the form. The specific details required are not clear from the field name.
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| Hearing Details | ||
| HEARING DATE AND TIME | Text |
Enter the date and time scheduled for the probate hearing.
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| DEPT | Text |
Enter the department number where the probate hearing will take place.
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| Heirs and Beneficiaries | ||
| FillText352 | Text |
Enter the relationship of the heir or beneficiary to the decedent.
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| FillText352 | Text |
Enter the relationship of the heir or beneficiary to the decedent.
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| FillText352 | Text |
Enter the relationship of the heir or beneficiary to the decedent.
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| FillText352 | Text |
Enter the relationship of the heir or beneficiary to the decedent.
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| FillText352 | Text |
Enter the relationship of the heir or beneficiary to the decedent.
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| FillText352 | Text |
Enter the relationship of the heir or beneficiary to the decedent.
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| Inheritance Details | ||
| died not more than five years before decedent and who owned personal property valued at $10,000 or more that passed to decedent, (If you checked (1) or (2), check only the first box that applies) | CheckBox |
Indicate if there is a person who died not more than five years before the decedent and owned personal property valued at $10,000 or more that passed to the decedent. Check this box if applicable.
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| neither (1) nor (2) apply | CheckBox |
Check this box if neither of the previous conditions (1) nor (2) apply.
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| Marital Status | ||
| spouse | CheckBox |
Check this box if the decedent had a spouse at the time of death.
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| no spouse as follows | CheckBox |
Check this box if the decedent had no spouse at the time of death.
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| divorced or never married | CheckBox |
Check this box if the decedent was divorced or never married.
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| spouse deceased | CheckBox |
Check this box if the decedent's spouse is deceased.
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| Decedent had no predeceased spouse | CheckBox |
Check this box if the decedent had no predeceased spouse.
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| Decedent had a predeceased spouse who | CheckBox |
Check this box if the decedent had a predeceased spouse.
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| died not more than 15 years before decedent and who owned an interest in real property that passed to decedent | CheckBox |
Check this box if the decedent had a predeceased spouse who died not more than 15 years before the decedent and owned an interest in real property that passed to the decedent.
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| Personal Representative | ||
| FillText351 | Text |
Enter the name of the proposed personal representative for the estate.
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| FillText351 | Text |
Enter the name of the proposed personal representative for the estate.
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| FillText351 | Text |
Enter the name of the proposed personal representative for the estate.
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| FillText351 | Text |
Enter the name of the proposed personal representative for the estate.
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| FillText351 | Text |
Enter the name of the proposed personal representative for the estate.
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| FillText351 | Text |
Enter the name of the proposed personal representative for the estate.
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| Personal Representative Information | ||
| Text |
Enter the name of the proposed personal representative for the estate.
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| Text |
Enter the relationship of the proposed personal representative to the decedent.
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| Text |
Enter the address of the proposed personal representative.
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| Proposed personal representative would be a successor personal representative | CheckBox |
Indicate if the proposed personal representative is intended to be a successor personal representative.
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| Petition Details | ||
| Probate of | CheckBox |
Check this box if the petition is for the probate of a will.
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| Petitioner Information | ||
| Petitioner (name each) | Text |
Enter the name(s) of the petitioner(s) requesting the probate.
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| Petitioner is a person entitled to Letters. (If necessary, explain priority in Attachment 3g(2)(a).) | CheckBox |
Check this box if the petitioner is a person entitled to Letters. If necessary, explain the priority in Attachment 3g(2)(a).
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| Petitioner is a nominee of a person entitled to Letters. (Affix nomination as Attachment 3g(2)(b).) | CheckBox |
Indicate if the petitioner is nominated by someone entitled to receive Letters of Administration. Attach the nomination document as specified.
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| Petitioner is related to the decedent as | CheckBox |
Check this box if the petitioner is related to the decedent. Specify the relationship in the provided text field.
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| (specify) | Text |
Specify the relationship of the petitioner to the decedent if the petitioner is related.
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| Petitioner Residency | ||
| resident of California | CheckBox |
Check this box if the petitioner is a resident of California.
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| nonresident of California | CheckBox |
Check this box if the petitioner is not a resident of California.
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| (specify permanent address) | Text |
Provide the permanent address of the petitioner if they are a nonresident.
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| resident of the United States | CheckBox |
Check this box if the petitioner is a resident of the United States.
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| nonresident of the United States | CheckBox |
Check this box if the petitioner is not a resident of the United States.
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| Publication Details | ||
| Publication will be in (specify name of newspaper) | Text |
Specify the name of the newspaper where the probate notice will be published.
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| Publication requested | CheckBox |
Indicate if you are requesting the publication of the probate notice.
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| Publication to be arranged | CheckBox |
Indicate if the arrangement for publication of the probate notice is to be made.
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| Publication Requirements | ||
| (specify location permitting publication in the newspaper named in item 1) | Text |
Specify the location that permits publication in the newspaper named in item 1.
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| Request Type | ||
| Probate of | CheckBox |
Indicate if you are requesting the probate of a will.
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| Letters of Administration | CheckBox |
Select this option if you are requesting Letters of Administration, which are needed when there is no will.
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| Letters of Special Administration | CheckBox |
Select this option if you are requesting Letters of Special Administration, which are temporary and limited in scope.
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| Lost Will and for Letters Testamentary | CheckBox |
Select this option if you are requesting probate for a lost will and for Letters Testamentary.
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| Lost Will and for Letters of Administration | CheckBox |
Select this option if you are requesting probate for a lost will and for Letters of Administration.
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| Signatures and Dates | ||
| Date | Date |
Enter the date when this form is being completed. Maximum length is 20 characters.
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| (TYPE OR PRINT NAME OF ATTORNEY ) | Text |
Type or print the name of the attorney involved in this petition.
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| (TYPE OR PRINT NAME OF PETITIONER) | Text |
Type or print the name of the petitioner submitting this form.
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| Signatures of additional petitioners follow last attachment | CheckBox |
Check this box if signatures of additional petitioners are included after the last attachment.
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| Date | Date |
Enter the date when this form is being completed. Maximum length is 20 characters.
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| (TYPE OR PRINT NAME OF PETITIONER) | Text |
Type or print the name of the petitioner submitting this form.
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| Survivorship | ||
| was not | CheckBox |
Indicate if the decedent was not survived by any of the listed relatives or heirs.
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| Decedent was survived by a parent or parents who are listed in item 8 | CheckBox |
Check this box if the decedent was survived by a parent or parents, and they are listed in item 8.
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| Decedent was survived by issue of deceased parents, all of whom are listed in item 8 | CheckBox |
Check this box if the decedent was survived by issue (children or descendants) of deceased parents, and they are listed in item 8.
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| Decedent was survived by a grandparent or grandparents who are listed in item 8 | CheckBox |
Check this box if the decedent was survived by a grandparent or grandparents, and they are listed in item 8.
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| Decedent was survived by issue of grandparents, all of whom are listed in item 8 | CheckBox |
Check this box if the decedent was survived by issue (children or descendants) of grandparents, and they are listed in item 8.
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| Decedent was survived by issue of a predeceased spouse, all of whom are listed in item 8 | CheckBox |
Check this box if the decedent was survived by issue (children or descendants) of a predeceased spouse, and they are listed in item 8.
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| Decedent was survived by next of kin, all of whom are listed in item 8 | CheckBox |
Check this box if the decedent was survived by next of kin, and they are listed in item 8.
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| Decedent was survived by parents of a predeceased spouse or issue of those parents, if both are predeceased, all of whom are listed in item 8 | CheckBox |
Check this box if the decedent was survived by parents of a predeceased spouse or their issue, if both are predeceased, and they are listed in item 8.
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| Decedent was survived by no known next of kin | CheckBox |
Check this box if the decedent was survived by no known next of kin.
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| Will and Codicils | ||
| decedent's will and codicils, if any, be admitted to probate | CheckBox |
Check this box if you want the decedent's will and any codicils to be admitted to probate.
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| Will Information | ||
| Copy of decedent's will | CheckBox |
Check this box if a copy of the decedent's will is attached.
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| dated | Date |
Enter the date when the will or codicil was signed. This should be in the format MM/DD/YYYY.
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| codicil dated | CheckBox |
Check this box if there is a codicil to the will and provide the date it was signed.
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| The will and all codicils are self-proving (Prob. Code, § 8220) | CheckBox |
Check this box if the will and all codicils are self-proving according to Probate Code § 8220.
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| The original of the will and/or codicil identified above has been lost | CheckBox |
Check this box if the original will or codicil has been lost.
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