Q: do i need to include DE147 with the notice of petition and the petition to those being served?
A:
Lyoth CA:
The DE-147, Duties and Liabilities of Personal Representative need only be filed with the court. There is no requirement that it be served on the heirs/beneficiaries/interested parties.
If you need help with Probate procedure, you should seek assistance from a qualified attorney. Probate is a procedural dense area of law, and there are many traps and pit falls along the way. Missing a step will at least cause a delay, and at worst could leave you financially liable to the other heirs, beneficiaries and creditors.
If you do not know where to find an attorney, try your local county bar association. Most county bar associations provide a lawyer referral service which, for a low or no fee, matches you with an attorney in your area of need and an initial consultation.
Bill Sweeney agrees with this answer
1 user found this answer helpful
A: California Probate Form DE-147, Confidential Supplement to Duties and Liabilities of Personal Representative, is required in some but not all counties. It asks for the proposed Personal Representative’s name, date of birth, driver’s license number and state of issuance for driver’s license. It is filed with the court and need not be served on heirs/beneficiaries/interested parties, etc.
Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.
The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.
Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.
