Thermal, CA asked in Probate for California

Q: inventory/appraisal goes to court first before going to probate referee?

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2 Lawyer Answers
James Edward Berge
James Edward Berge
Answered
  • Estate Planning Lawyer
  • San Jose, CA
  • Licensed in California

A: No. When you file your petition for probate, you should get the name of a probate referee assigned to your case by the court. You would then complete an inventory and appraisal of all assets held in the probate estate and send it to the probate referee for appraisal work. Upon its return by the probate referee, you would then file it with the court.

Genene N. Dunn
PREMIUM
Genene N. Dunn
Answered
  • Probate Lawyer
  • Tustin, CA
  • Licensed in California

A: No, the inventory and appraisal should go to the probate referee first to get the values of all assets listed on attachment 2 and then is submitted to the court once completed in full.

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