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Facts to use with all Probate Forms

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Saved by abogado
on February 26, 2015 at 10:56:05 am
 

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Probate Forms to Prepare for Class

 

PROBATE LAW FACTS FOR ALL FORMS 

 

 

Jose Villa is married to Maria Perez.  Jose and Maria reside at  7344 Washington Avenue, Whittier, CA‎ - Use the Court Locator (you need zip code - use google to find it) to determine which district court you should file this probate matter. You will find the district the court and then use that address on your probate forms. 

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

His valid will stated that he was married and had four adult children, Juan Villa, Margarita Villa-Perez, Olivia Villa, and Oscar Perez. 

His will left all of his community property to his brother Jesus Villa.

 

His valid will divides his remaining assets as follows: 

50% of his remaining assets are to be divided equally between  Juan Villa, Margarita Villa-Perez, Olivia Villa, and Oscar Perez. 

30% of his remaining assets are to be divided equally between his good friends  Coach John Wooden - "Wizard of Westwood" and  Dennis Hopper; 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 
Tommy Lasorda  as executor and Mark Zuckerberg as the first alternate executor.  The will does not waive bond.

 

At the time of Jose Villa's  Death his assets were as follows:

 

1.    House located at 7344 Washington Avenue, Whittier, CA with a date of death value of $6,250,000.  The house was purchased prior to the marriage with Jose’s separate property .

 

2.     333 Shares of IBM Stock, Cusip Number 7891945 with a date of death value of $444,444.

 

3.     A life Insurance Policy with Nationwide, Policy Number 222333 for $50,000,000 with Maria Perez as the pay on death beneficiary.

 

4.    Bank of America Checking Account No 111111 with $125,222 held in Joint Tenancy with Maria Perez.

 

5.     600 Shares of Toys R Us Stock, Cusip Number 888999 with a date of death value of $1,243,786 that Jose inherited from his Uncle Jose Maria Olahabal.

 

6.     $422,111 IRA with Maria Perez as the pay on death beneficiary.

 

7.     $345,678 Certificate of Deposit at Wells Fargo, Account Number 000111 held as community property.

 

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

 

  • Providence Saint Joe's Hospital in the amount of $25,000.
  • Chase Visa in the amount of $15,000
  • Shell Citibank in the amount of $1,000 

 

 

Address: 

 

  • Jose and Maria - 7344 Washington Avenue, Whittier, CA.
  • Juan - 12345 Wilshire Blvd., Beverly Hills, CA 90210
  • Margarita - 7890 Hilgard Ave., Los Angeles, CA 90024
  • Olivia  - 8900 Warner Avenue Tarzana, CA 91356
  • John Wooden -  12345 First Street, Sherman Oaks, CA 91423
  • Dennis Hopper -  12333 Ventura Blvd., Studio City, CA 91604
  • Tommy Lasorda -  3456 Eagle Ave., Seattle, WA 78723
  • Mark Zuckerberg - 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: 2/26/15 

 

 

 



 

 

 

 

 



 

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