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Duties and Liabilities of Personal Representative

Duties and Liabilities of Personal Representative

 

INSTRUCTIONS: CALIFORNIA DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE (Form DE-147)

 

 

The form discussed in this article is sent to a California personal representative of a decedent's estate to outline their duties and liabilities in this position. This document can be obtained from the website maintained by the California Judicial Branch.

 

California Duties And Liabilities Of Personal Representative DE-147 Step 1: If represented by an attorney, in the first blank box enter their name, state bar number, address, telephone number and the address of the party represented.

 

California Duties And Liabilities Of Personal Representative DE-147 Step 2: It not represented by an attorney, in the first blank box, enter your name, address and telephone number.

 

California Duties And Liabilities Of Personal Representative DE-147 Step 3: Regardless of whether you are self-represented or represented by an attorney, providing a fax number or email address in the first blank box is optional.

 

California Duties And Liabilities Of Personal Representative DE-147 Step 4: In the second blank box, enter the county in which the court is located, as well as its street address, mailing address, city, state and zip code.

 

California Duties And Liabilities Of Personal Representative DE-147 Step 5: In the third blank box, enter the name of the decedent.

 

California Duties And Liabilities Of Personal Representative DE-147 Step 6: In the fourth blank box, enter the case number.

 

California Duties And Liabilities Of Personal Representative DE-147 Step 7: At the top of the second page, enter the name of the decedent in the first blank box.

 

California Duties And Liabilities Of Personal Representative DE-147 Step 8: In the second blank box, enter the case number.

 

California Duties And Liabilities Of Personal Representative DE-147 Step 9: On the first blank line, the petitioner should type or print their name.

 

California Duties And Liabilities Of Personal Representative DE-147 Step 10: On the second blank line, the petitioner should provide their signature.

 

California Duties And Liabilities Of Personal Representative DE-147 Step 11: On the third blank line, the second petitioner, if applicable, should type or print their name.

 

California Duties And Liabilities Of Personal Representative DE-147 Step 12: On the last blank line, if applicable, the second petitioner should provide their signature. If required to do so by the local court rule, you must provide your date of birth and driver's license number on form DE-147S.

 

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