INSTRUCTIONS: CALIFORNIA ATTACHMENT TO NOTICE OF PETITION TO ADMINISTER ESTATE – PROOF OF SERVICE BY MAIL (Form DE-121(MA))

The form discussed in this article is filed if there is not sufficient space provided to document all people served by mail on a form DE-121 California notice of petition to administer estate in the section concerning proof of service. If so, this form is filed as well. Both documents can be obtained from the website maintained by the California Judicial Branch.

California Attachment To Notice Of Petition To Administer Estate – Proof Of Service By Mail DE-121(MA) Step 1: In the first blank box, enter the name of the decedent whose estate is concerned.

California Attachment To Notice Of Petition To Administer Estate – Proof Of Service By Mail DE-121(MA) Step 2: In the second blank box, enter the case number.

California Attachment To Notice Of Petition To Administer Estate – Proof Of Service By Mail DE-121(MA) Step 3: Up to 12 people can be documented on one copy of this form. In the first column, enter the number of each person served.

California Attachment To Notice Of Petition To Administer Estate – Proof Of Service By Mail DE-121(MA) Step 4: In the second column, enter the name of each person served.

California Attachment To Notice Of Petition To Administer Estate – Proof Of Service By Mail DE-121(MA) Step 5: In the third column, enter the street number, city, state and zip code to which each notice of petition to administer estate was mailed.

California Attachment To Notice Of Petition To Administer Estate – Proof Of Service By Mail DE-121(MA) Step 6: You may complete additional pages as necessary for further documentation. At the bottom right hand corner of each page, enter the number out of the total of this page on the first blank line and the total number of pages on the second blank line.

California Attachment To Notice Of Petition To Administer Estate – Proof Of Service By Mail DE-121(MA) Step 7: File the form along with form DE-121, which should be signed and dated on the second page. Be sure to provide all information requested on this form, including your residence or business address, your printed or typed name and your signature.

INSTRUCTIONS: CALIFORNIA ALLOWANCE OR REJECTION OF CREDITOR'S CLAIM (Form DE-174)

The form discussed in this article is used to allow the personal representative of a California estate to allow or reject a creditor's claim. A copy of the creditor's claim must be attached when filing this document, which can be found on the website maintained by the California Judicial Branch.

California Allowance Or Rejection Of Creditor's Claim DE-174 Step 1: If represented by an attorney, enter their name in the first blank box, as well as their state bar number, address and telephone number. If not represented by an attorney, enter your name, address and telephone number. In either instance, entering a fax number or email address is optional.

California Allowance Or Rejection Of Creditor's Claim DE-174 Step 2: In the second box, enter the county in which the court is located, as well as its street and mailing addresses, city, zip code and branch name.

California Allowance Or Rejection Of Creditor's Claim DE-174 Step 3: In the third blank box, enter the name of the decedent.

California Allowance Or Rejection Of Creditor's Claim DE-174 Step 4: In the fourth blank box, enter the case number.

California Allowance Or Rejection Of Creditor's Claim DE-174 Step 5: On line 1, enter the name of the creditor.

California Allowance Or Rejection Of Creditor's Claim DE-174 Step 6: On line 2, enter the date on which the claim was filed.

California Allowance Or Rejection Of Creditor's Claim DE-174 Step 7: On line 3, enter the date of the first issuance of letters.

California Allowance Or Rejection Of Creditor's Claim DE-174 Step 8: On line 4, enter the date of the notice of administration.

California Allowance Or Rejection Of Creditor's Claim DE-174 Step 9: On line 5, enter the date of the decedent's death.

California Allowance Or Rejection Of Creditor's Claim DE-174 Step 10: On line 6, enter the estimated value of the estate.

California Allowance Or Rejection Of Creditor's Claim DE-174 Step 11: On line 7, enter the total amount of the claim.

California Allowance Or Rejection Of Creditor's Claim DE-174 Step 12: Check the box on line 8 if the claim is allowed for a certain amount and specify. Check the box on line 9 if the claim is rejected and enter the amount rejected. Complete the rest of the form as instructed.

INSTRUCTIONS: CALIFORNIA CERTIFICATION OF ATTORNEY CONCERNING QUALIFICATIONS FOR COURT APPOINTMENT IN CONSERVATORSHIPS OR GUARDIANSHIPS (Form GC-010)

The form discussed in this article is completed by California attorneys as part of the court appointment certification process regarding a conservatorship or guardianship. This document can be obtained from the website maintained by the California Judicial Branch.

California Certification Of Attorney Concerning Qualifications For Court Appointment In Conservatorships Or Guardianships GC-010 Step 1: In the first blank box, enter the county in which the certifying court is located, along with its street address, mailing address, city, state and zip code.

California Certification Of Attorney Concerning Qualifications For Court Appointment In Conservatorships Or Guardianships GC-010 Step 2: In the second blank box, enter your name and state bar number.

California Certification Of Attorney Concerning Qualifications For Court Appointment In Conservatorships Or Guardianships GC-010 Step 3: Check the first box if this concerns a conservatorship.

California Certification Of Attorney Concerning Qualifications For Court Appointment In Conservatorships Or Guardianships GC-010 Step 4: Check the second box if this concerns a guardianship.

California Certification Of Attorney Concerning Qualifications For Court Appointment In Conservatorships Or Guardianships GC-010 Step 5: On line 1, enter the date on which you were admitted to the State Bar.

California Certification Of Attorney Concerning Qualifications For Court Appointment In Conservatorships Or Guardianships GC-010 Step 6: On line 2a, enter your firm or employer name.

California Certification Of Attorney Concerning Qualifications For Court Appointment In Conservatorships Or Guardianships GC-010 Step 7: On line 2b, enter your address.

California Certification Of Attorney Concerning Qualifications For Court Appointment In Conservatorships Or Guardianships GC-010 Step 8: On line 2c, enter your telephone number.

California Certification Of Attorney Concerning Qualifications For Court Appointment In Conservatorships Or Guardianships GC-010 Step 9: On line 2d, enter your fax number.

California Certification Of Attorney Concerning Qualifications For Court Appointment In Conservatorships Or Guardianships GC-010 Step 10: On line 2e, enter your email address.

California Certification Of Attorney Concerning Qualifications For Court Appointment In Conservatorships Or Guardianships GC-010 Step 11: Check the box on line 3 if you are in private practice and complete the rest of this section as instructed.

California Certification Of Attorney Concerning Qualifications For Court Appointment In Conservatorships Or Guardianships GC-010 Step 12: Complete the rest of the form as instructed.

INSTRUCTIONS: CALIFORNIA ORDER TERMINATING GUARDIANSHIP (Form GC-260)

The form discussed in this article is used to order the termination of a California guardianship. This document can be obtained from the website maintained by the California Judicial Branch.

California Order Terminating Guardianship GC-260 Step 1: In the first box, enter the name of your attorney, their State Bar number and address, their telephone number, and the name of the represented party. If you are not represented by an attorney, enter your name, address and telephone number. In either case, entering a fax number or email address is optional.

California Order Terminating Guardianship GC-260 Step 2: In the second box, enter the county in which the court is located, its street address and mailing address, city and zip code, and branch name.

California Order Terminating Guardianship GC-260 Step 3: Indicate whether this concerns guardianship of a person or an estate with a check mark.

California Order Terminating Guardianship GC-260 Step 4: Enter the name of the minor.

California Order Terminating Guardianship GC-260 Step 5: Enter the case number where indicated.

California Order Terminating Guardianship GC-260 Step 6: On line 1a, enter the name of the judicial officer at the hearing.

California Order Terminating Guardianship GC-260 Step 7: On line 1b, enter the hearing date, time, department and room.

California Order Terminating Guardianship GC-260 Step 8: On lines 1c through 1l, place a check mark next to all applicable parties attending the hearing in person and enter their names.

California Order Terminating Guardianship GC-260 Step 9: Check the box on line 2a if all notices required by the law have been given.

California Order Terminating Guardianship GC-260 Step 10: On line 2b, indicate with a check mark whether notice of hearing has been dispensed or should be to people listed below.

California Order Terminating Guardianship GC-260 Step 11: Check the box on line 2c if it is in the minor's best interest to terminate guardianship of their person. Check line 2d if is in the minor's best interest to terminate guardianship of their estate.

California Order Terminating Guardianship GC-260 Step 12: Check any applicable statements on sub-lines 2d(1) through 2d(3).

California Order Terminating Guardianship GC-260 Step 13: Check any applicable statements being ordered on lines 3 through 7. Provide all information requested. 

INSTRUCTIONS: CALIFORNIA EX PARTE PETITION FOR FINAL DISCHARGE AND ORDER (Form DE-295/GC-395)

The form discussed in this article is used by the California personal representative, conservator or guardian of an estate to request that they be discharged from their duties having completed all required tasks. This document can be obtained from the website maintained by the California Judicial Branch.

California Ex Parte Petition For Final Discharge And Order DE-295/GC-395 Step 1: At the top of the page, enter the name, telephone number, email address and fax number of your attorney. If you are representing yourself, enter this information for yourself.

California Ex Parte Petition For Final Discharge And Order DE-295/GC-395 Step 2: In the second box, enter the county, street address, mailing address, city and zip code and branch name of the court overseeing probate of this estate.

California Ex Parte Petition For Final Discharge And Order DE-295/GC-395 Step 3: Indicate whether you are filing for an estate, conservatorship or guardianship with a check mark.

California Ex Parte Petition For Final Discharge And Order DE-295/GC-395 Step 4: Enter the name of the decedent, conservatee or minor.

California Ex Parte Petition For Final Discharge And Order DE-295/GC-395 Step 5: Indicate whether you entered the name of a decedent, conservatee or minor with a check mark.

California Ex Parte Petition For Final Discharge And Order DE-295/GC-395 Step 6: Enter the case number where indicated.

California Ex Parte Petition For Final Discharge And Order DE-295/GC-395 Step 7: On line 1, indicate whether you are the personal representative, conservator or guardian with a check mark. Enter the date on which all preliminary orders were filed.

California Ex Parte Petition For Final Discharge And Order DE-295/GC-395 Step 8: On line 2, place a check mark next to all statements describing the required acts of distribution or liquidation that have been performed.

California Ex Parte Petition For Final Discharge And Order DE-295/GC-395 Step 9: On line 3, print or type your name on the first blank line.

California Ex Parte Petition For Final Discharge And Order DE-295/GC-395 Step 10: Enter your signature on the second blank line.

California Ex Parte Petition For Final Discharge And Order DE-295/GC-395 Step 11: File the form with the court for completion.

INSTRUCTIONS: CALIFORNIA SCHEDULE C, DISBURSEMENTS — SIMPLIFIED ACCOUNT (Form GC-405(C))

The document discussed in this article is used to document payments made from the California estate of a conservatee or ward. This document may be obtained from the website maintained by the California Judicial Branch.

California Schedule C, Disbursements — Simplified Account GC-405(C) Step 1: Check the first box if filing for a conservatorship.

California Schedule C, Disbursements — Simplified Account GC-405(C) Step 2: Check the second box if filing for a guardianship.

California Schedule C, Disbursements — Simplified Account GC-405(C) Step 3: Enter the name of the conservatee or minor. Indicate which they are with a check mark.

California Schedule C, Disbursements — Simplified Account GC-405(C) Step 4: Enter the case number where indicated.

California Schedule C, Disbursements — Simplified Account GC-405(C) Step 5: In the first column of the table provided, enter the month, date and year of each payment.

California Schedule C, Disbursements — Simplified Account GC-405(C) Step 6: In the second column, enter the month, date and year of each order authorizing each payment. Leave blank every payment that was not authorized by a court order. A court order is not required to make a payment.

California Schedule C, Disbursements — Simplified Account GC-405(C) Step 7: In the third column, enter the number of each check.

California Schedule C, Disbursements — Simplified Account GC-405(C) Step 8: In the fourth column, enter the name of the payee and the purpose of each payment.

California Schedule C, Disbursements — Simplified Account GC-405(C) Step 9: In the fifth column, enter the amount of the payment.

California Schedule C, Disbursements — Simplified Account GC-405(C) Step 10: You may attach up to four additional pages to document all disbursements. However, note that if your schedule exceeds five pages, you are required to file a standard account document using form GC-400(C). 

California Schedule C, Disbursements — Simplified Account GC-405(C) Step 11: Enter the total of all payments made where indicated.

California Schedule C, Disbursements — Simplified Account GC-405(C) Step 12: Where indicated, enter the number of each page and the total number of pages.

California Schedule C, Disbursements — Simplified Account GC-405(C) Step 13: Transfer the total sum of all payments to line 8 of the Summary of Account form (GC-400(SUM)/GC-405(SUM).