INSTRUCTIONS: CALIFORNIA CITATION – PROBATE (Form DE-122/GC-322)

The form discussed in this article can be issued to require someone to appear at a probate hearing regarding a California estate. This document can be obtained from the website maintained by the California Judicial Branch.

California Citation – Probate DE-122/GC-322 Step 1: In the first blank box, enter the name of your attorney, as well as their state bar number, address and telephone number. If you are not represented by a lawyer, enter your name, address and telephone number. In either case, providing an email address or fax number is optional.

California Citation – Probate DE-122/GC-322 Step 2: In the second blank box, enter the name of the county in which the court is located, as well as its street address, mailing address, city, zip code and branch name.

California Citation – Probate DE-122/GC-322 Step 3: Enter the name of the party whose estate, trust, conservatorship, guardian or other interest is concerned.

California Citation – Probate DE-122/GC-322 Step 4: Check the first box if this concerns an estate or trust.

California Citation – Probate DE-122/GC-322 Step 5: Check the second box if this concerns a conservatorship.

California Citation – Probate DE-122/GC-322 Step 6: Check the third box if this concerns a guardianship.

California Citation – Probate DE-122/GC-322 Step 7: Check the fourth box if this concerns another issue.

California Citation – Probate DE-122/GC-322 Step 8: Check the fifth box if you entered the name of a decedent.

California Citation – Probate DE-122/GC-322 Step 9: Check the sixth box if you entered the name of a conservatee.

California Citation – Probate DE-122/GC-322 Step 10: Check the seventh box if you entered the name of a minor.

California Citation – Probate DE-122/GC-322 Step 11: Check the eighth box if you entered the name of another type of party.

California Citation – Probate DE-122/GC-322 Step 12: Enter the case number where indicated.

California Citation – Probate DE-122/GC-322 Step 13: On line 1, enter the name of the person to whom the citation is being issued.

California Citation – Probate DE-122/GC-322 Step 14: On line 2a, enter the date, time, department and room of the hearing.

California Citation – Probate DE-122/GC-322 Step 15: Complete the rest of the form as instructed.

INSTRUCTIONS: CALIFORNIA SPOUSAL OR DOMESTIC PARTNER PROPERTY PETITION (Form DE-221)

The form discussed in this article is filed by a California spouse or registered domestic partner in a probate case involving the estate of a decedent. This document can be obtained from the website maintained by the California Judicial Branch.

California Spousal Or Domestic Partner Property Petition DE-221 Step 1: In the first blank box, enter the name of your attorney, as well as their state bar number, address and telephone number. If not represented by a lawyer, enter your name, address and telephone number. In either case, providing a fax number or email address is optional.

California Spousal Or Domestic Partner Property Petition DE-221 Step 2: In the second blank 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 Spousal Or Domestic Partner Property Petition DE-221 Step 3: In the third blank box, enter the name of the decedent.

California Spousal Or Domestic Partner Property Petition DE-221 Step 4: In the last four blank boxes, enter the case number, hearing date, department and time.

California Spousal Or Domestic Partner Property Petition DE-221 Step 5: Check the first box if this is a spousal petition.

California Spousal Or Domestic Partner Property Petition DE-221 Step 6: Check the second box if this is a domestic partner petition.

California Spousal Or Domestic Partner Property Petition DE-221 Step 7: Enter the name of the petitioner on line 1.

California Spousal Or Domestic Partner Property Petition DE-221 Step 8: Check the box on line 1a if you are requesting determination of property passing to the surviving spouse or surviving registered domestic partner without administration.

California Spousal Or Domestic Partner Property Petition DE-221 Step 9: Check the box on line 1b if you are requesting confirmation of property belonging to the surviving spouse or surviving registered domestic partner .

California Spousal Or Domestic Partner Property Petition DE-221 Step 10: Check the box on line 1c if you are requesting immediate appointment of a probate referee.

California Spousal Or Domestic Partner Property Petition DE-221 Step 11: Check the appropriate box on lines 2a through 2f to indicate your status as a petitioner.

California Spousal Or Domestic Partner Property Petition DE-221 Step 12: Complete the rest of the form as instructed.

INSTRUCTIONS: CALIFORNIA ATTACHMENT TO NOTICE OF HEARING PROOF OF SERVICE BY MAIL (Form DE-120(MA)/GC-020(MA))

The form discussed in this article is to be used if a California notice of hearing proof of service by mail in a guardianship, estate or conservatorship case does not contain sufficient space for documentation of all people who have been served in this fashion. This document can be obtained from the website maintained by the California Judicial Branch.

California Attachment To Notice Of Hearing Proof Of Service By Mail DE-120(MA)/GC-020(MA) Step 1: Check the first box if this hearing concerns an estate.

California Attachment To Notice Of Hearing Proof Of Service By Mail DE-120(MA)/GC-020(MA) Step 2: Check the second box if this hearing concerns a guardianship.

California Attachment To Notice Of Hearing Proof Of Service By Mail DE-120(MA)/GC-020(MA) Step 3: Check the third box if this hearing concerns a conservatorship.

California Attachment To Notice Of Hearing Proof Of Service By Mail DE-120(MA)/GC-020(MA) Step 4: Check the fourth box if this hearing concerns another matter.

California Attachment To Notice Of Hearing Proof Of Service By Mail DE-120(MA)/GC-020(MA) Step 5: Enter the name of the party whose estate, guardianship, conservatorship or other matter with which this hearing is concerned.

California Attachment To Notice Of Hearing Proof Of Service By Mail DE-120(MA)/GC-020(MA) Step 6: Where indicated, enter the case number.

California Attachment To Notice Of Hearing Proof Of Service By Mail DE-120(MA)/GC-020(MA) Step 7: You may document up to twelve people on one page of this form. In the first column, enter the number of each person. Complete additional copies of this form as needed. 

California Attachment To Notice Of Hearing Proof Of Service By Mail DE-120(MA)/GC-020(MA) Step 8: In the second column, enter the name of each person served.

California Attachment To Notice Of Hearing Proof Of Service By Mail DE-120(MA)/GC-020(MA) Step 9: In the third column, enter the street address, city, state and zip code to which each notice was mailed.

California Attachment To Notice Of Hearing Proof Of Service By Mail DE-120(MA)/GC-020(MA) Step 10: File the form along with form DE-120 or GC-020. 

INSTRUCTIONS: CALIFORNIA EX PARTE PETITION FOR APPROVAL OF SALE OF PERSONAL PROPERTY AND ORDER (Form DE-275/GC-075)

The form discussed in this article is used to petition ex parte for approval of the sale of personal property and order by the California personal representative, conservator or guardian of an estate. This document can be obtained from the website maintained by the California Judicial Branch. 

California Ex Parte Petition For Approval Of Sale Of Personal Property And Order DE-275/GC-075 Step 1: In the first blank box, enter the name of your attorney, 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 case, entering a fax number or email address is optional.

California Ex Parte Petition For Approval Of Sale Of Personal Property And Order DE-275/GC-075 Step 2: In the second blank 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 Ex Parte Petition For Approval Of Sale Of Personal Property And Order DE-275/GC-075 Step 3: In the third blank box, enter the name of the person whose estate is concerned. Indicate with a check mark whether this is a decedent, conservatee or minor.

California Ex Parte Petition For Approval Of Sale Of Personal Property And Order DE-275/GC-075 Step 4: Enter the case number where indicated.

California Ex Parte Petition For Approval Of Sale Of Personal Property And Order DE-275/GC-075 Step 5: On line 1, indicate with a check mark whether the petitioner is the personal representative, conservator or guardian of the estate.

California Ex Parte Petition For Approval Of Sale Of Personal Property And Order DE-275/GC-075 Step 6: On line 2a, enter the date of the sale.

California Ex Parte Petition For Approval Of Sale Of Personal Property And Order DE-275/GC-075 Step 7: On line 2b, check the reason next to the applicable statement explaining your reason for making the sale.

California Ex Parte Petition For Approval Of Sale Of Personal Property And Order DE-275/GC-075 Step 8: On line 2c, indicate the legatee of this property with a check mark.

California Ex Parte Petition For Approval Of Sale Of Personal Property And Order DE-275/GC-075 Step 9: Complete the rest of the form as instructed.

INSTRUCTIONS: CALIFORNIA CONFIDENTIAL SUPPLEMENTAL INFORMATION (PROBATE CONSERVATORSHIP) (Form GC-312)

The form discussed in this article is used to provide confidential supplemental information regarding a California probate conservatorship. This document can be obtained from the website maintained by the California Judicial Branch.

California Confidential Supplemental Information (Probate Conservatorship) GC-312 Step 1: In the first box, provide the name of your attorney, their state bar number, and the name of the party being represented. If you do not have an attorney, provide the applicable information for yourself. In either case, entering a fax number and email address is optional.

California Confidential Supplemental Information (Probate Conservatorship) GC-312 Step 2: In the second box, enter the county in which the court is located, its street address, mailing address, city, zip code and branch name.

California Confidential Supplemental Information (Probate Conservatorship) GC-312 Step 3: In the third blank box, enter the name of the proposed conservatee.

California Confidential Supplemental Information (Probate Conservatorship) GC-312 Step 4: Indicate whether this concerns conservatorship of a person, estate or limited conservatorship with a check mark.

California Confidential Supplemental Information (Probate Conservatorship) GC-312 Step 5: Enter the case number in the next blank box.

California Confidential Supplemental Information (Probate Conservatorship) GC-312 Step 6: Enter the hearing date, department and time in the next two blank boxes.

California Confidential Supplemental Information (Probate Conservatorship) GC-312 Step 7: On line 1a, enter the name of the proposed conservatee.

California Confidential Supplemental Information (Probate Conservatorship) GC-312 Step 8: On line 1b, enter the date of birth of the proposed conservatee.

California Confidential Supplemental Information (Probate Conservatorship) GC-312 Step 9: On line 1c, enter the Social Security number of the proposed conservatee.

California Confidential Supplemental Information (Probate Conservatorship) GC-312 Step 10: Check the box on line 2 if the proposed conservatee is unable to provide for their personal needs and provide an explanation.

California Confidential Supplemental Information (Probate Conservatorship) GC-312 Step 11: Check the box on line 3 if the proposed conservatee is unable to manage their financial resources and provide an explanation.

California Confidential Supplemental Information (Probate Conservatorship) GC-312 Step 12: On line 4a, enter the location of the proposed conservatee. On line 4b, indicate with a check mark whether this is their residence or another address.

California Confidential Supplemental Information (Probate Conservatorship) GC-312 Step 13: Complete the remainder of the form as instructed.

INSTRUCTIONS: CALIFORNIA SCHEDULE A, RECEIPTS, INTEREST — STANDARD ACCOUNT (Form GC-400(A)(2))

The form discussed in this article is used by California conservatorships and guardianships to documents receipts for interest. This document can be obtained from the website maintained by the California Judicial Branch.

California Schedule A, Receipts, Interest — Standard Account GC-400(A)(2) Step 1: If you are filing for a conservatorship, check the first box.

California Schedule A, Receipts, Interest — Standard Account GC-400(A)(2) Step 2: If you are filing for a guardianship, check the second box.

California Schedule A, Receipts, Interest — Standard Account GC-400(A)(2) Step 3: Enter the name of the conservatee or minor where indicated.

California Schedule A, Receipts, Interest — Standard Account GC-400(A)(2) Step 4: If you have entered the name of a conservatee, check the third box.

California Schedule A, Receipts, Interest — Standard Account GC-400(A)(2) Step 5: If you have entered the name of a minor, check the fourth box.

California Schedule A, Receipts, Interest — Standard Account GC-400(A)(2) Step 6: Enter the case number assigned to the estate in the blank box where indicated.

California Schedule A, Receipts, Interest — Standard Account GC-400(A)(2) Step 7: In the first column of the table provided, enter the month, date and year of each receipt.

California Schedule A, Receipts, Interest — Standard Account GC-400(A)(2) Step 8: In the second column, enter a description of each receipt. Report interest from each account or security separately.

California Schedule A, Receipts, Interest — Standard Account GC-400(A)(2) Step 9: In the third column, enter the amount on each receipt.

California Schedule A, Receipts, Interest — Standard Account GC-400(A)(2) Step 10: If you require additional space for documentation of all interest receipts, complete additional pages. At the bottom of each page, enter the page number and the total number of pages where indicated.

California Schedule A, Receipts, Interest — Standard Account GC-400(A)(2) Step 11: Enter the total of interest from all pages at the bottom of the table where indicated.

California Schedule A, Receipts, Interest — Standard Account GC-400(A)(2) Step 12: Include the figure from the bottom of the table on line 3 of the Summary of Account form.

INSTRUCTIONS: CALIFORNIA SCHEDULE C, DISBURSEMENTS, PROPERTY SALE EXPENSES — STANDARD ACCOUNT (Form GC-400(C)(9))

The document discussed in this article is used to document sales expenses for properties sold by a California conservatorship or guardianship. This form can be obtained from the website maintained by the California Judicial Branch.

California Schedule C, Disbursements, Property Sale Expenses — Standard Account GC-400(C)(9) Step 1: Check the first box if you are filing for a conservatorship.

California Schedule C, Disbursements, Property Sale Expenses — Standard Account GC-400(C)(9) Step 2: Check the second box if you are filing for a guardianship.

California Schedule C, Disbursements, Property Sale Expenses — Standard Account GC-400(C)(9) Step 3: Enter the name of the conservatee or minor.

California Schedule C, Disbursements, Property Sale Expenses — Standard Account GC-400(C)(9) Step 4: Check the third box if you entered the name of a conservatee.

California Schedule C, Disbursements, Property Sale Expenses — Standard Account GC-400(C)(9) Step 5: Check the fourth box if you entered the name of a minor.

California Schedule C, Disbursements, Property Sale Expenses — Standard Account GC-400(C)(9) Step 6: Enter the case number where indicated.

California Schedule C, Disbursements, Property Sale Expenses — Standard Account GC-400(C)(9) Step 7: In the first column of the table provided, enter the month, date and year of each check.

California Schedule C, Disbursements, Property Sale Expenses — Standard Account GC-400(C)(9) Step 8: Enter each check number in the second column.

California Schedule C, Disbursements, Property Sale Expenses — Standard Account GC-400(C)(9) Step 9: Enter the payee and the purpose of each payment in the third column.

California Schedule C, Disbursements, Property Sale Expenses — Standard Account GC-400(C)(9) Step 10: Enter the amount of the payment in the fourth column.

California Schedule C, Disbursements, Property Sale Expenses — Standard Account GC-400(C)(9) Step 11: Complete additional pages if you require further space to document further expenses.

California Schedule C, Disbursements, Property Sale Expenses — Standard Account GC-400(C)(9) Step 12: Enter the total property sale expenses from all pages at the bottom of the table.

California Schedule C, Disbursements, Property Sale Expenses — Standard Account GC-400(C)(9) Step 13: Include this value in the total of disbursements on line 8 of the Summary of Account.

INSTRUCTIONS: NEW YORK PETITION FOR ANCILLARY PROBATE

The document discussed in this article is used to requested ancillary probate proceedings in New York. This document can be obtained from the website maintained by the New York State Unified Court System.

New York Petition For Ancillary Probate Step 1: Enter the county in which you are filing on the first blank line.

New York Petition For Ancillary Probate Step 2: Enter the name of the person whose will is being probated on the second blank line. 

New York Petition For Ancillary Probate Step 3: Enter any other names the decedent was known by ("a/k/a" names) on the third blank line.

New York Petition For Ancillary Probate Step 4: Enter the file number on the next blank line.

New York Petition For Ancillary Probate Step 5: Enter the name of the surrogate court's county on the next blank line.

New York Petition For Ancillary Probate Step 6: In section 1a, provide the name, citizenship, domicile and interest in the proceeding of the petitioner. If a bank or trust company, provide the name and address of your principal office.

New York Petition For Ancillary Probate Step 7: In section 1b, indicate with a check mark whether or not the petitioner is an attorney.

New York Petition For Ancillary Probate Step 8: In section 1c, indicate with a check mark whether the proposed executor is or is not the attorney-draftsperson, a then-affiliated company or an employee thereof.

New York Petition For Ancillary Probate Step 9: In section 2, provide the name, domicile, date and place of death and national citizenship of the decedent.

New York Petition For Ancillary Probate Step 10: In section 3, provide the date of the will, the date of the codicils, and the names of all witnesses to both.

New York Petition For Ancillary Probate Step 11: In section 4, list any other will or codicils not listed in section 3.

New York Petition For Ancillary Probate Step 12: In section 5, indicate all survivors by placing an "x" next to all appropriate listed categories.

New York Petition For Ancillary Probate Step 13: List all persons and interested parties who are of full age and sound mind in section 6a and all those who are under disability in section 6b.

New York Petition For Ancillary Probate Step 14: Complete the rest of the form as instructed.