PETITION FOR LETTERS OF ADMINISTRATION
SUPERIOR COURT OF CALIFORNIA, COUNTY OF [COUNTY]
TABLE OF CONTENTS
- Caption and Case Information
- Petitioner Information
- Decedent Information
- Basis for Jurisdiction
- Heirs at Law
- Grounds for Administration
- Prayer for Relief
- Verification
- 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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