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Click ‘Get Form’ to open the ca probate referee document in the editor.
Begin by entering your name, state bar number, and address in the designated fields for 'ATTORNEY OR PARTY WITHOUT ATTORNEY'. This information is crucial for identification.
In the section labeled 'ATTORNEY FOR', input the name of the individual you are representing. Ensure accuracy to avoid any legal complications.
Fill in the 'Estate of' section with the name of the decedent, conservatee, or minor as applicable. This identifies whose estate is being appraised.
Provide approximate values for cash, real estate, and personal property in their respective fields. Be as precise as possible to facilitate a fair appraisal.
Add any additional remarks that may be relevant to your application in the 'REMARKS' section.
Sign and date the application at the bottom where it states 'SIGNATURE OF APPLICANT'.
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Getting a Probate Referee If One Isnt Appointed Sometimes the executor may be able to choose an individual probate referee from a register of available referees; a list of probate referees is available on the California Controllers website.
How long does a probate referee take?
(b) The probate referee shall, not later than 60 days after delivery of the inventory, do one of the following: (1) Return the completed appraisal to the personal representative. (2) Make a report of the status of the appraisal.
What power does a probate judge have?
A probate judge is a legal professional who oversees the estate administration of deceased individuals. This includes oversight over the probate process, estate settlement, and individuals appointed as representatives of estates. They make decisions when any legal matters must be resolved.
How much does a probate referee charge in California?
For any appraisal required by statute, Probate Referee fees are 1/10th of 1% (. 001) of the total assets listed on Attachment 2. For example, the Probate Referees fee to appraise a home valued at $400,000.00 is $400.00. In addition, the Probate Referee charges for expenses, such as mileage, mapping, and photos.
How to find probate referee?
In California, a probate referee is a court-appointed licensed appraiser who mostly values non-cash assets. Contrary to the name the probate referee does not officiate or oversee the probate process; instead, he or she concentrates on valuing the decedents estate.
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In California, a probate referees compensation is equal to 0.1 percent of the total value of the estate assets listed under Attachment 2 of the Form DE-160. For small estates, probate referees have a minimum fee of $75. For much larger estates, probate referees have a maximum fee of $10,000.
order appointing referee
Probate Referees - State Controllers Office - CA.gov
The California State Controller appoints probate referees to perform reliable, prompt, and low-cost appraisal of all types of estate assets.
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