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Facts to use with all Probate Forms

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on September 11, 2016 at 5:17:26 pm

Probate Forms to Prepare for Class

Login to your LACCD Student Email, and download and install MS Office 365 so you have access to MS Word, etc. to use on your assignments.

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: