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Petition for Waiver

Page history last edited by abogado 6 years, 5 months ago

Petition for Waiver - Facts to use with all Probate Forms - probate-forms 

 

Petition for Waiver 

 

Look at Probate Code ยง 8900 which supports the Petition for Waiver - Probate Code 8900 and waiver

1. Use the 
Probate Facts given in the class. 


2.  As an informed paralegal review the Rules of Court on the matter:

 

3. Look at how a Probate Referee appraises an estate - Inventory and Appraisal - Notice that Attachment #1 are for assets which have clear "tangible values" - such as cash accounts, savings, Certificates of Deposit, etc. - values are clear and fixed as of "date of valuation", whereas Attachment #2 are for assets which the Referee needs to evaluate and assess the value, eg. real property, family residence, the value might change depending on the "date of valuation" since real property values can change monthly. Since our facts list all assets with "fixed, and firm values" as of date of death, we can then fill in the Waiver of Appraisal (which otherwise the referee would have to evaluate, and list on Attachment #2 of the Inventory)

Using the above facts, word process the Waiver of Appraisal - 
WAVAPR.RTF and include the family residence, shares of stock, IRA, bank account (s), etc. then attach it to your etudes assignment. Make sure you put in the name of the deceased, the name of the personal representative (petitioner),  and the date and time and department of the Probate Court (the date, time and department you can create or "make up")


If you do not have MS word, then download Open Office which will be able to process the above form, and then you can upload it. Please save it in your Open Office program as a word doc (2000XP version), and upload that and NOT an ODT form. The program is located at http://openoffice.org


good luck 

Prof J. 


  

 

 

 

 

 

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