Activities
Probate Forms to Prepare for Class
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PROBATE LAW FACTS FOR ALL FORMS
Juan "Muy" Picante is married to Melissa Solis. Juan and Melissa reside at 4283 Constitution, 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.
Juan died on August 30, 2013 in Pasadena, California at the age of 95.
His valid will stated that he was married and had four adult children, Jose Picante, Margarita Solis-Picante, Olivia Picante, and Oscar Solis.
His will left all of his community property to his brother Bastante Caliente Picante.
His valid will divides his remaining assets as follows:
50% of his remaining assets are to be divided equally between his surviving adult children Jose Picante, Margarita Solis-Picante, Olivia Picante, and Oscar Solis. 30% of his remaining assets are to be divided equally between his good friends Coach John Wooden - "Wizard of Westwood" and Dennis Hopper;
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. You are to be the attorney for the Estate (i.e. the executor of the estate).
At the time of Juan Picante's Death his assets were as follows:
1. House located at 4823 Constitution Ave., Whittier, CA with a date of death value of $6,250,000. The house was purchased prior to the marriage with Juan'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 Melissa Solis.
5. 600 Shares of Toys R Us Stock, Cusip Number 888999 with a date of death value of $1,243,786 that Juan inherited from his Uncle Jose Maria Contadora.
6. $422,111 IRA with Melissa Solis 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 Juan'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:
- Juan and Melissa Solis - 4823 Constitution Ave. Whittier, CA.
- Jose Picante - 12345 Wilshire Blvd., Beverly Hills, CA 90210
- Margarita Solis-Picante - 7890 Hilgard Ave., Los Angeles, CA 90024
- Olivia Picante - 8900 Warner Avenue Tarzana, CA 91356
- Oscar Solis - 225 West Broadway, Glendale, CA 91204
- 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 Hospital - 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: 9/6/13 @ 2:38 pm
RESOURCES
Probate-forms
Los Angeles Superior Court - Probate
District Courts
Court locator
Probate Law Sources
Information on probate
Conducting a simple probate
Checklist for handling a simple estate
Introduction to the Probate Code
How to Probate a Case - Santa Clara Courts - Self - Service
Diagram of Probate Process
Trusts and Estates Outline - Lexis-Nexis
updated: 2/18/16
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