Judicial Council of California Form DE-111, Petition for Probate (Probate—Decedents Estates) Instructions

Check this box if additional petitioners’ signatures will be provided on a page following the last attachment.

Check this box if the petitioner has priority/entitlement to be appointed administrator and receive Letters.

Check this box if the petitioner is being nominated by someone who is entitled to Letters rather than being the entitled person themself.

Check this box if the petitioner is related to the decedent and you will specify the relationship.

Enter the petitioner’s relationship to the decedent (for example, spouse, child, parent, sibling, or other specified relationship). Fill only if 'Appointment of administrator: Petitioner is related to the decedent (specify)' is 'Yes'.

Check this box if the proposed executor is named as executor in the will and agrees to serve.

Check this box if the will does not name an executor.

Check this box if the proposed personal representative is nominated by someone who is entitled to Letters (and a nomination will be attached).

Check this box if other executors named in the will will not serve, and indicate the reason(s) below.

Check this box if an executor named in the will will not act because the executor is deceased. Fill only if 'Other named executors will not act' is 'Yes'.

Check this box if an executor named in the will will not act because the executor declined to serve. Fill only if 'Other named executors will not act' is 'Yes'.

Check this box if an executor named in the will will not act for a reason other than death or declination, and you will specify the reason. Fill only if 'Other named executors will not act' is 'Yes'.

Provide the specific other reason(s) why the other named executors will not act. Fill only if 'Other named executor will not act due to other reason (specify)' is 'Yes'.

Check this box if the explanation for why other named executors will not act is continued in Attachment 3g(1)(d).

Enter the total number of pages included as attachments for this form. Fill only if 'Continued on Attachment 8' is 'Yes'.

Enter the state for the attorney or party without an attorney’s address.

Enter the ZIP code for the attorney or party without an attorney’s address.

Enter the city for the attorney or party without an attorney’s address.

Enter the street address for the attorney or party without an attorney.

Enter the name of the attorney’s law firm, if applicable.

Enter the full name of the attorney or the party without an attorney.

Enter the attorney’s State Bar number.

Enter the telephone number for the attorney or party without an attorney.

Enter the fax number for the attorney or party without an attorney, if available.

Enter the email address for the attorney or party without an attorney.

Enter the name of the person or entity the attorney represents.

Enter the full name of the attorney as it should be typed or printed on the form.

Enter the date the attorney signed this form.

Check this box if the decedent’s will waives the bond requirement. Fill only if 'bond not be required' is 'Yes'.

Check this box if the special administrator is the named executor in the will and the will waives bond. Fill only if 'bond not be required' is 'Yes'.

Check this box if all beneficiaries are adults, have waived bond, and the will does not require a bond (attach the waiver as instructed). Fill only if 'bond not be required' is 'Yes'.

Check this box if all heirs at law are adults and have waived bond (attach the waiver as instructed). Fill only if 'bond not be required' is 'Yes'.

Check this box if the sole personal representative is a corporate fiduciary or an exempt government agency. Fill only if 'bond not be required' is 'Yes'.

Enter the court-assigned case number for this probate matter.

Enter the scheduled hearing date and time for this case.

Enter the court department number or designation where the hearing will be held.

Check this box if the information for item 8 (name/relationship, age, and address) is continued on Attachment 8.

Enter the date on which the decedent died.

Enter the place where the decedent died.

Check this box if, at the time of death, the decedent was a resident of the county named above.

Check this box if the decedent was not a California resident and left an estate in the county named above (at the location you specify).

Enter the location of the decedent’s estate in the county named above for purposes of publication in the newspaper listed in item 1. Fill only if 'Decedent residency: Nonresident of California; left estate in county named above' is 'Yes'.

Enter the street address, city, and county of the decedent’s residence at the time of death.

Enter the country of which the decedent was a citizen if not the United States. Fill only if 'Decedent citizenship: Citizen of a country other than the United States' is 'Yes'.

Check this box if the decedent was a citizen of a country other than the United States (and specify the country).

Enter the court-assigned case number for this estate proceeding.

Enter the full name of the decedent whose estate this case concerns.

Enter the date on which the signer makes the declaration under penalty of perjury.

Enter the court-assigned case number for this estate matter.

Enter the full name of the deceased person whose estate is being administered.

Enter the full name of the decedent whose estate is the subject of this petition.

Enter the court-assigned case number for this matter.

Enter the full name of the decedent whose estate is involved in this case.

Enter the estimated gross fair market value of all real property in the estate.

Enter the total amount of encumbrances to be subtracted from the gross real property value.

Enter the estimated total value of the decedent’s personal property.

Enter the estimated annual gross income produced by the real property.

Enter the estimated annual gross income produced by the personal property.

Enter the subtotal amount equal to the sum of the personal property value and the total annual gross income amounts listed above.

Enter the net value of real property after subtracting encumbrances from the gross fair market value.

Enter the total amount equal to the subtotal plus the net value of real property.

Enter the first petitioner's full name as it should be typed or printed on the form.

Enter the eighth heir/beneficiary’s full name and their relationship to the decedent.

Enter the age of the eighth heir/beneficiary.

Enter the complete mailing address of the eighth heir/beneficiary.

Enter the full name of the fifth listed heir/beneficiary and their relationship to the decedent.

Enter the age of the fifth listed heir/beneficiary.

Enter the complete mailing address of the fifth listed heir/beneficiary.

Enter the heir or beneficiary's full name and their relationship to the decedent.

Enter the heir or beneficiary's age.

Enter the heir or beneficiary's mailing address.

Enter the full name of the fourth listed heir/beneficiary and their relationship to the decedent.

Enter the age of the fourth listed heir/beneficiary.

Enter the complete mailing address of the fourth listed heir/beneficiary.

Enter the ninth heir or beneficiary’s full name and their relationship to the decedent.

Enter the age of the ninth heir or beneficiary.

Enter the complete mailing address of the ninth heir or beneficiary.

Enter the second heir/beneficiary’s full name and their relationship to the decedent.

Enter the second heir/beneficiary’s age.

Enter the second heir/beneficiary’s current mailing address.

Enter the seventh heir/beneficiary’s full name and their relationship to the decedent.

Enter the seventh heir/beneficiary’s age.

Enter the seventh heir/beneficiary’s complete mailing address.

Enter the sixth heir/beneficiary's full name and their relationship to the decedent.

Enter the age of the sixth heir/beneficiary.

Enter the complete mailing address of the sixth heir/beneficiary.

Enter the full name of the tenth heir/beneficiary and their relationship to the decedent.

Enter the age of the tenth heir/beneficiary.

Enter the complete mailing address of the tenth heir/beneficiary.

Enter the third heir/beneficiary’s full name and their relationship to the decedent.

Enter the third heir/beneficiary’s age.

Enter the third heir/beneficiary’s mailing address.

Check this box if the decedent’s will does not prevent administration of the estate under the Independent Administration of Estates Act. Fill only if 'Authorization to Administer Under the Independent Administration of Estates Act' is 'Yes'.

Check this box if the decedent was survived by a spouse.

Check this box if the decedent was not survived by a spouse.

Check this box if the decedent had no spouse because the decedent was divorced or never married. Fill only if 'Item 5a(2) No spouse' is 'Yes'.

Check this box if the decedent had no spouse because the spouse predeceased the decedent. Fill only if 'Item 5a(2) No spouse' is 'Yes'.

Check this box if the decedent was survived by a registered domestic partner.

Check this box if the decedent was not survived by a registered domestic partner.

Check this box if the decedent was survived by a child (as specified in 5a(5)(a) or 5a(5)(b)).

Check this box if the decedent was survived by a natural or adopted child. Fill only if 'Item 5a(5) Child' is 'Yes'.

Check this box if the decedent was survived by a natural child who was adopted by a third party. Fill only if 'Item 5a(5) Child' is 'Yes'.

Check this box if the decedent was not survived by any child.

Check this box if the decedent was survived by the issue (descendants) of a child who predeceased the decedent.

Check this box if the decedent was not survived by any issue (descendants) of a predeceased child.

Check this box if the decedent was survived by a stepchild or foster child, or by a child who would have been adopted by the decedent but for a legal barrier.

Check this box if the decedent was not survived by any stepchild or foster child, or by any child who would have been adopted by the decedent but for a legal barrier.

Check this box if the decedent was survived by one or both parents who are listed in item 8.

Check this box if the decedent was survived by the descendants (issue) of deceased parents, and all of those survivors are listed in item 8.

Check this box if the decedent was survived by one or more grandparents who are listed in item 8.

Check this box if the decedent was survived by descendants (issue) of grandparents, and all of those survivors are listed in item 8.

Check this box if the decedent was survived by descendants (issue) of a spouse who died before the decedent, and all of those survivors are listed in item 8.

Check this box if the decedent was survived by next of kin, and all of those survivors are listed in item 8.

Check this box if the decedent was survived by the parents of a predeceased spouse, or (if both parents are deceased) by the issue of those parents, and all are listed in item 8.

Check this box if the decedent was not survived by any known next of kin.

Check this box if the decedent had no spouse who died before the decedent (complete item 7 only if no spouse or issue survived the decedent). Fill only if 'Item 5a(2) No spouse', 'Item 5a(6) No child', 'Item 5a(8) No issue of a predeceased child' is 'Yes' (all).

Check this box if the decedent had a spouse who died before the decedent (and you are completing Item 7). Fill only if 'Item 5a(2) No spouse', 'Item 5a(6) No child', 'Item 5a(8) No issue of a predeceased child' is 'Yes' (all).

Check this box if the predeceased spouse died not more than 15 years before the decedent and owned an interest in real property that passed to the decedent. Fill only if 'Item 7b: Decedent had a predeceased spouse' is 'Yes'.

Check this box if the predeceased spouse died not more than five years before the decedent and owned personal property valued at $10,000 or more that passed to the decedent. Fill only if 'Item 7b: Decedent had a predeceased spouse' is 'Yes'.

If you checked Item 7b(1) or 7b(2), check this box (only the first that applies) if the decedent was survived by issue of the predeceased spouse. Fill only if 'Item 7b(1): Predeceased spouse died within 15 years and owned real property interest passing to decedent', 'Item 7b(2): Predeceased spouse died within 5 years and owned personal property $10,000+ passing to decedent' is 'Yes' (any).

If you checked Item 7b(1) or 7b(2), check this box (only the first that applies) if the decedent was survived by a parent or parents of the predeceased spouse. Fill only if 'Item 7b(1): Predeceased spouse died within 15 years and owned real property interest passing to decedent', 'Item 7b(2): Predeceased spouse died within 5 years and owned personal property $10,000+ passing to decedent' is 'Yes' (any).

If you checked Item 7b(1) or 7b(2), check this box (only the first that applies) if the decedent was survived by issue of a parent of the predeceased spouse. Fill only if 'Item 7b(1): Predeceased spouse died within 15 years and owned real property interest passing to decedent', 'Item 7b(2): Predeceased spouse died within 5 years and owned personal property $10,000+ passing to decedent' is 'Yes' (any).

If you checked Item 7b(1) or 7b(2), check this box (only the first that applies) if the decedent was survived by the decedent’s next of kin. Fill only if 'Item 7b(1): Predeceased spouse died within 15 years and owned real property interest passing to decedent', 'Item 7b(2): Predeceased spouse died within 5 years and owned personal property $10,000+ passing to decedent' is 'Yes' (any).

If you checked Item 7b(1) or 7b(2), check this box (only the first that applies) if the decedent was survived by the predeceased spouse’s next of kin. Fill only if 'Item 7b(1): Predeceased spouse died within 15 years and owned real property interest passing to decedent', 'Item 7b(2): Predeceased spouse died within 5 years and owned personal property $10,000+ passing to decedent' is 'Yes' (any).

Check this box if neither Item 7b(1) nor Item 7b(2) applies to the predeceased spouse. Fill only if 'Item 7b: Decedent had a predeceased spouse' is 'Yes'.

Check this box if you are petitioning the court for probate of the decedent’s will.

Check this box if you are seeking probate of the estate with the will annexed (i.e., administering the estate under a will when a named executor cannot or will not serve).

Check this box if you are requesting Letters of Administration (typically when there is no will).

Check this box if you are requesting appointment of a special administrator (temporary administration) for the estate.

Check this box if you are requesting that the special administrator be granted general powers. Fill only if 'Letters of Special Administration' is 'Yes'.

Check this box if you are requesting authority to administer the estate under the Independent Administration of Estates Act.

Check this box if you want IAEA authority to be limited rather than full. Fill only if 'Authorization to Administer under the Independent Administration of Estates Act (IAEA)' is 'Yes'.

Check this box if you are petitioning for probate of a lost will and requesting Letters Testamentary.

Check this box if you are petitioning for probate of a lost will and requesting Letters of Administration.

Enter the name of each petitioner requesting the probate petition.

Check this box if the proposed personal representative currently resides in California.

Check this box if the proposed personal representative does not reside in California and you will provide their permanent address.

Enter the proposed personal representative’s permanent address if they are a nonresident of California. Fill only if 'Nonresident of California (specify permanent address)' is 'Yes'.

Check this box if the proposed personal representative currently resides in the United States.

Check this box if the proposed personal representative does not reside in the United States.

Enter the name of the newspaper in which the publication will appear.

Check this box if you want the court to request publication in the specified newspaper.

Check this box if you will arrange the required publication yourself in the specified newspaper.

Check this box if you are requesting that the decedent’s will and any codicils be admitted to probate.

Check this box if you are requesting that a bond not be required for the reasons stated in item 3e.

Check this box if you are requesting that the court set a bond in the dollar amount provided on this line.

Enter the dollar amount of the bond the petitioner requests the court to set. Fill only if 'Bond be fixed (set) in the amount stated' is 'Yes'.

Check this box if you are requesting permission to deposit the stated dollar amount into a blocked account (receipts will be filed) and you will specify the institution and location.

Enter the dollar amount to be placed on deposit in a blocked account as requested.

Provide the name of the financial institution and its location where the blocked account will be held. Fill only if 'Deposits in a blocked account allowed (amount stated)' is 'Yes'.

Check this box if you are requesting that full authority be granted to administer the estate under the Independent Administration of Estates Act.

Check this box if you are requesting that limited authority be granted to administer the estate under the Independent Administration of Estates Act.

Enter the full name of the person the petitioner requests the court to appoint as the personal representative (e.g., executor/administrator/special administrator).

Check this box if you are asking the court to appoint the named person as executor of the estate.

Check this box if you are asking the court to appoint the named person as administrator with will annexed.

Check this box if you are asking the court to appoint the named person as administrator of the estate.

Check this box if you are asking the court to appoint the named person as special administrator.

Check this box if you are asking that the special administrator be appointed with general powers. Fill only if 'Personal Representative to Be Appointed - Special Administrator' is 'Yes'.

Enter the full name of the second petitioner as it should be typewritten or printed on the form.

Check this box if you are requesting that the court appoint a special administrator.

Check this box if the proposed personal representative would serve as a successor personal representative.

Enter the name of the California county where the Superior Court is located.

Enter the name of the Superior Court branch for this filing.

Enter the city and ZIP code for the Superior Court location.

Enter the street address of the Superior Court location.

Enter the mailing address for the Superior Court location, if different from the street address.

List the date(s) of any codicil(s) to the will (and any identifying details, if needed) for each codicil being filed.

Check this box if the decedent died without a will.

Check this box if you are filing a copy of the decedent’s will and will attach it as referenced on the form (and provide the will date).

Enter the date of the decedent’s will for which a copy is being filed. Fill only if 'Copy of decedent's will dated (attached)' is 'Yes'.

Check this box if there is a codicil to the will and you will specify its date for each codicil. Fill only if 'Copy of decedent's will dated (attached)' is 'Yes'.

Check this box if the will and all codicils are self-proving under Probate Code section 8220.

Check this box if the original will and/or codicil identified above is lost and you will provide the required attachment explaining the contents and why the presumption does not apply.