Garland, TX asked in Probate for California

Q: What is the format to use when petitioning the Solano County courts for Permission for final distribution in probate.

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James L. Arrasmith
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Answered
  • Probate Lawyer
  • Sacramento, CA
  • Licensed in California

A: When petitioning the Solano County courts for permission for final distribution in probate, you'll need to follow a specific format and procedure. Here's an overview of the process and the format you should use:

1. Form: Use the Judicial Council Form DE-295, titled "Ex Parte Petition for Final Distribution and Order." This is the standard form used in California for this purpose.

2. Content: The petition should include:

- Case information (case number, decedent's name)

- Petitioner's information

- A statement that the time for filing or presenting claims has expired

- Confirmation that all taxes have been paid or arrangements made

- A statement that all preliminary distributions have been made (if applicable)

- A detailed accounting of the estate's assets and proposed distribution

- A request for approval of any compensation for the personal representative and/or attorney

3. Supporting Documents: Attach the following:

- A proposed order for final distribution (Form DE-315)

- Final account and report, if not waived

- Receipts from beneficiaries for any preliminary distributions

- Proofs of payment for any creditor claims, taxes, or fees

4. Filing: File the petition and all supporting documents with the Solano County Superior Court, Probate Division.

5. Notice: Provide notice of the hearing to all interested parties as required by California Probate Code Section 1220.

6. Hearing: Attend the hearing as scheduled by the court.

7. Order: If approved, the court will sign the Order for Final Distribution.

8. Distribution: Once the order is signed, distribute the assets as outlined and file receipts with the court.

9. Discharge: File a petition for discharge after all distributions are complete.

It's crucial to ensure all required information is included and that the petition complies with local court rules. Solano County may have specific local forms or requirements in addition to the standard state forms.

Given the complexity of probate proceedings and the importance of proper filing, it's often advisable to consult with a probate attorney familiar with Solano County procedures to ensure all requirements are met and to help navigate any potential complications.

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