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Facts to use with all Probate Forms

Page history last edited by Alberto Gudino 2 years, 8 months ago

Fred Neff is married to Ethel Hooks.  Fred and Ethel reside at  5854 Painter Ave, Whittier, CA 90601.

 

Use the Court Locator to determine which Los Angeles County Superior Court you should file this probate matter.  You will find the district the court and then use that address on your probate forms.

 

Fred died on August 30, 2010 in Pasadena, California at the age of 95.  

 

Fred’s valid will stated that he was married and had four adult children:  Josh Neff, Jim Neff, Jose Neff, and Juana Neff.

 

Fred’s will left all of his community property to his brother, Tim Neff.

 

Fred’s valid will divides his remaining assets as follows:

 

50% of his remaining assets are to be divided equally between Josh, Jim, Jose, and Juana.

 

30% of his remaining assets are to be divided equally between his good friends Aleks Arzili and Rudy Gonzalez.  

 

The residue clause in the will gave all remaining assets to the City of Hope.

 

20% of his remaining assets are to go to Los Angeles Mission College Student Scholarship Fund.  

 

The will appoints Julian Corral as executor and  Steven Armstrong as the first alternate executor.  The will does not waive bond.

 

 

At the time of Fred’s death his assets were as follows:

 

1.House located at 5854 Painter Ave, Whittier, CA 90601 with a date of death value of $5,500,000.  The house was purchased prior to the marriage with Fred’s separate property .

 

2.     500 Shares of Google Stock, Cusip Number 7891945 with a date of death value of $950,000.

 

3.     A life Insurance policy with Nationwide, Policy Number 222333 for $75,000,000 with  Ethel Hooks as the pay on death beneficiary.

 

4.    Bank of America Checking Account No 111111 with $225,222 held in Joint Tenancy with Ethel Hooks.

 

5.     500 Shares of Apple Stock, Cusip Number 888999 with a date of death value of $1,443,486 that Fred inherited from his uncle Theodore Neff.

 

6.     $622,250 IRA with Ethel Hooks as the pay on death beneficiary.

 

7.     $545,878 Certificate of Deposit at Wells Fargo, Account Number 000111 held as community property.

 

At the time of Fred's death his creditors were as follows:

 

  • Providence Saint Joe's Hospital in the amount of $67,000.

  • Chase Visa in the amount of $18,540

  • Shell Citibank in the amount of $1,200

 

 

Addresses:

 

  • Jose and Maria - 5854 Painter Ave, Whittier, CA 90601

  • Josh Neff - 12345 Wilshire Blvd., Beverly Hills, CA 90210

  • Jim Neff - 7890 Hilgard Ave., Los Angeles, CA 90024

  • Jose Neff  - 8900 Warner Avenue Tarzana, CA 91356

  • Juana Neff - 9900 N. Main Street, Los Angeles CA 90012

  • Julian Corral -  12345 First Street, Sherman Oaks, CA 91423

  • Steven Armstrong -  12333 Ventura Blvd., Studio City, CA 91604

  • Aleks Arzili -  3456 Eagle Ave., Seattle, WA 78723

  • Rudy Gonzalez   - 124 Main Street, Van Nuys, Ca. 91403

  • City of Hope - 12345 Wilshire Blvd., Los Angeles, CA 90036

  • Providence St. Joe's Hopsital - 6789 Buena Vista Ave., Burbank,CA 91501

  • Chase Visa - P.O. Box 4567, The Lakes, NV 89911

  • Shell Citibank - P.O. Box 5673, Lake Las Vegas, NV 89923

 

Updated: 10/22/17

 

 

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