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PETITION FOR LETTERS OF ADMINISTRATION

SUPERIOR COURT OF CALIFORNIA, COUNTY OF [COUNTY]


TABLE OF CONTENTS

  1. Caption and Case Information
  2. Petitioner Information
  3. Decedent Information
  4. Basis for Jurisdiction
  5. Heirs at Law
  6. Grounds for Administration
  7. Prayer for Relief
  8. Verification
  9. Certificate of Service

1. CAPTION AND CASE INFORMATION

IN THE MATTER OF THE ESTATE OF:

[DECEDENT FULL LEGAL NAME], also known as [AKA, if any], Deceased.

Case No.: [____________________________________]

Hearing Date: [__/__/____] Time: [____] Dept.: [____]


2. PETITIONER INFORMATION

Name: [PETITIONER FULL LEGAL NAME]
Address: [STREET ADDRESS], [CITY], California [ZIP CODE]
County of Residence: [COUNTY]
Relationship to Decedent: [RELATIONSHIP]


3. DECEDENT INFORMATION

Field Detail
Full Legal Name [DECEDENT FULL LEGAL NAME]
Also Known As [AKA(s), if any]
Date of Birth [__/__/____]
Date of Death [__/__/____]
Age at Death [____]
Place of Death [CITY], [COUNTY] County, California
Last Domicile [STREET ADDRESS], [CITY], [COUNTY] County, California [ZIP CODE]
Social Security No. (last 4) XXX-XX-[____]
Marital Status at Death ☐ Married / Domestic Partner ☐ Single ☐ Widowed ☐ Divorced

4. BASIS FOR JURISDICTION

a. The Decedent was domiciled in [COUNTY] County, California at the time of death, establishing venue per Cal. Prob. Code § 7051.

b. The Decedent died on [__/__/____].

c. The Decedent died intestate (without a valid Last Will and Testament).

d. ☐ Petitioner has made a diligent search and is unaware of any will or codicil of the Decedent.

e. ☐ The estimated value of the estate exceeds the threshold for small estate procedures under Cal. Prob. Code § 13100 ($184,500 as adjusted).

f. ☐ No prior petition for probate has been filed in this or any other court.


5. HEIRS AT LAW

The heirs at law under California intestate succession (Cal. Prob. Code § 6400 et seq.):

Name Relationship Age / Minority Status Address
[________________________________] [____________] ☐ Adult ☐ Minor (age [____]) [________________________________]
[________________________________] [____________] ☐ Adult ☐ Minor (age [____]) [________________________________]
[________________________________] [____________] ☐ Adult ☐ Minor (age [____]) [________________________________]
[________________________________] [____________] ☐ Adult ☐ Minor (age [____]) [________________________________]

☐ Decedent had a registered domestic partner: [NAME]


6. GROUNDS FOR ADMINISTRATION

a. The Decedent died possessed of property in California requiring administration.

b. Character and estimated value of estate property:

Asset Category Community Property Separate Property
Real Property $[________________] $[________________]
Personal Property $[________________] $[________________]
Financial Accounts $[________________] $[________________]
Other Assets $[________________] $[________________]
Totals $[________________] $[________________]

Total Estimated Estate Value: $[________________]

c. Petitioner has priority for appointment under Cal. Prob. Code § 8461 as [STATE PRIORITY BASIS].

d. Petitioner requests:
☐ Letters of Administration (intestate estate)
☐ Full authority under the Independent Administration of Estates Act (Cal. Prob. Code § 10400 et seq.)
☐ Limited authority under IAEA

e. Bond:
☐ Petitioner will furnish bond as required by Cal. Prob. Code § 8480
☐ Petitioner requests waiver of bond (Cal. Prob. Code § 8481)
☐ Bond with personal sureties
☐ Bond with corporate surety

Estimated amount of bond: $[________________]


7. PRAYER FOR RELIEF

WHEREFORE, Petitioner respectfully requests:

a. The Court set a hearing on this Petition;

b. The Court determine that the Decedent died intestate;

c. The Court appoint Petitioner as Administrator;

d. Letters of Administration be issued to Petitioner;

e. Full (or limited) authority under IAEA be granted;

f. Bond be fixed in an appropriate amount or waived;

g. Such other relief as the Court deems proper.


8. VERIFICATION

I, [PETITIONER FULL LEGAL NAME], declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Executed on [__/__/____] at [CITY], California.

Petitioner Signature: ______________________________________

Printed Name: [PETITIONER FULL LEGAL NAME]


9. CERTIFICATE OF SERVICE / NOTICE

Notice of Hearing: Notice was given as required by Cal. Prob. Code § 8100 et seq.:

☐ Mailed notice at least 15 days before the hearing (Cal. Prob. Code § 8110)
☐ Published notice in [NEWSPAPER NAME], a newspaper of general circulation (Cal. Prob. Code § 8120)
☐ Notice posted at the courthouse

Party Served Address Method Date Served
[________________________________] [________________________________] [____________] [__/__/____]
[________________________________] [________________________________] [____________] [__/__/____]

Signature: ______________________________________
Printed Name: [PETITIONER / ATTORNEY NAME]
California State Bar No.: [________________] (if applicable)
Address: [________________________________]
Telephone: [________________________________]
Email: [________________________________]


ATTACHMENTS CHECKLIST:

☐ Judicial Council Form DE-111 (Petition for Probate)
☐ Judicial Council Form DE-160 (Duties and Liabilities of Personal Representative)
☐ Certified copy of Death Certificate
☐ Bond or application for waiver (Cal. Prob. Code § 8480)
☐ Proof of Publication (Cal. Prob. Code § 8120)
☐ Proof of Mailing Notice of Hearing
☐ Proposed Order for Probate (Form DE-140)
☐ Proposed Letters of Administration (Form DE-150)
☐ Filing fee payment

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PETITION FOR LETTERS OF ADMINISTRATION

STATE OF CALIFORNIA


Effective Date: [DATE]
Party A: [PARTY A NAME]
Address: [PARTY A ADDRESS]
Party B: [PARTY B NAME]
Address: [PARTY B ADDRESS]
Governing Law: [GOVERNING STATE]

This document is entered into by and between [PARTY A NAME] and [PARTY B NAME], effective as of the date set forth above, subject to the terms and conditions outlined herein and the laws of [GOVERNING STATE].
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