Q: I am filling out DE161 attachment 2. How do I list 76 EE savings bonds bought between 1991 and 2000. They mature at
different times. Can I photo copy the list and include with the attachment 2? Also should I include computers and devices with the personal effects or list separately?
A: Laguna Woods:
This forum is for general probate questions, not for answers about specific procedures.
That being said, I would ask your court appointed probate referee how they prefer the assets, like bonds, listed. Items like bonds and tangible personal property must be appraised by the probate referee. You can take a look at Probate Code sections 8901 and 8902 for further guidance.
As an additional resource, you may wish to review the California Probate Referee Guide at: https://www.sco.ca.gov/Files-EO/probate_guide.pdf.
For more detailed information about Probate Procedure, you should consult with an qualified probate attorney. Using an attorney, as opposed to doing it yourself, provides additional safeguards to ensure that you do not violate your statutory and fiduciary duties. If you do not know where to find an attorney, your local county bar association may operate an attorney referral program where, for a small or no fee, you receive a consultation with an attorney in your area of need.
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