California > Local County > Riverside > Probate
Petition For Settlement Of Final Account-Account Current RI-PR033 - California
| Petition For Settlement Of Final Account-Account Current Form. This is a California form and can be used in Probate Riverside Local County . |
|
||||||
 Get this form for FREE as a print-only pdf |
|||||||
|
SUPERIOR COURT OF CALIFORNIA, COUNTY OF RIVERSIDE PALM SPRINGS 3255 E. Tahquitz Canyon Way, Palm Springs, CA 92262 ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar Number and Address) RIVERSIDE 4050 Main St., Riverside, CA 92501 RI-PR033 FOR COURT USE ONLY TELEPHONE NO.: E-MAIL ADDRESS (Optional): ATTORNEY FOR (Name): FAX NO. (Optional): IN THE MATTER OF THE ESTATE OF: CASE NUMBER: Hearing Date: Time: Department: PETITION FOR SETTLEMENT OF (check if interim) ACCOUNT CURRENT (OPENING DATE OF ACCOUNT) (ACCOUNT NUMBER ("FIRST", ETC.) (check if final) AND FINAL through (CLOSING DATE OF ACCOUNT) AND FOR COMPENSATION TO Petitioner(s) (name(s): 1. Petitioner was appointed (name): were issued on (date): 2. conservator CONSERVATOR/GUARDIAN/TRUSTEE ATTORNEY alleges: guardian trustee of the on (date): person and estate of letters . The following Inventory and Appraisal(s) have been filed with the court: Date Filed: Partial No. Partial No. Partial No. Type: Final Supplemental Final Supplemental Final Supplemental Corrected/Amended Corrected/Amended Corrected/Amended $ $ $ Amount: Information regarding additional inventories filed is indicated on attachment 2. 3. 4. This account and report covers the period from (date): to (date): The petitioner is chargeable and is entitled to the credits set forth in the attached Summary of Account and Schedules (Attach Judicial Council Forms GC-400, et seq. or GC-405, et seq.). If the conservatee, minor, or beneficiary is deceased, report transactions up to date of death. Post-death transactions must be on separate schedules See item 19(e)(1).) Approved for Optional Use Riverside Superior Court RI-PR033 [Rev. 12/01/12] PETITION FOR SETTLEMENT OF FINAL ACCOUNT/ACCOUNT CURRENT (CONSERVATORSHIPS/GUARDIANSHIPS/TRUSTS) PRC §§2620, 2631, 2640, 2642, et seq riverside.courts.ca.gov/localfrms/localfrms.shtml Page 1 of 5 American LegalNet, Inc. www.FormsWorkFlow.com IN THE MATTER OF: CASE NUMBER: 5. a. There are no changes in the form of non-cash assets of the estate other than the sales of real property and personal property listed in a schedule of gains or losses. or Attached as Schedule F is a statement of any changes in the form of non-cash assets of the estate other than the sales of real and personal property listed in a schedule of gains or losses on sales (Attach form GC-400(F)). There are no known liabilities of the estate. or Attached as schedule G is a statement of all liabilities of the estate (Attach form GC-400(G)). There was no cash to invest in interest-bearing accounts. or At all times during the period of this account, petitioner has kept all surplus cash invested in interest- bearing accounts. Bond in the matter is currently set at $ . The current income and assets of the estate are as follows (CRC § 7.207): (1) (2) (3) (4) (5) (6) (7) (8) Probable annual income, including public benefits: Personal property: Equity in real property that is subject to a power to sell under Probate Code § 2591(d): Sub-total of (1) through (3): Ten percent of the first $500,000 of sub-total at (4): Twelve percent of the amount at (4) between $500,000 and $1,000,000: Two percent of the amount at (4) above $1,000,000: Total (add (4) through (7)): $ $ $ $ $ $ $ $ b. 6. a. b. 7. a. b. 8. a. b. c. The bond amount is sufficient, insufficient and should be increased to the amount indicated in 8(b)(8) above is excessive and should be reduced to the amount indicated in 8(b)(8) above should be waived because the estate qualifies under Probate Code § 2323 is not required because the conservator of the estate is a corporate fiduciary or an exempt government agency. No family or affiliate relationship exists between petitioner and any agent hired by petitioner during the period of this accounting or 9. a. Approved for Optional Use Riverside Superior Court RI-PR033 [Rev. 12/01/12] PETITION FOR SETTLEMENT OF FINAL ACCOUNT/ACCOUNT CURRENT (CONSERVATORSHIPS/GUARDIANSHIPS/TRUSTS) PRC §§ 2620, 2631, 2640, 2642, et seq riverside.courts.ca.gov/localfrms/localfrms.shtml Page 2 of 5 American LegalNet, Inc. www.FormsWorkFlow.com IN THE MATTER OF: CASE NUMBER: 9. b. The following family or affiliates were hired: Name Capacity Retained Relationship Information on additional family/affiliate relationships attached as Attachment 9. 10. Petitioner waives compensation or requests compensation of $ for services rendered during the period of this account. An itemization of the hourly rate and services rendered by the petitioner is provided in attachment 10. The amount of court on (date): $ has already been paid as periodic payments pursuant to the order of this , leaving a balance of $ . Petitioner requests authority to make periodic payments of $ per month for up to 24 months from the end date of this account to petitioner for the services rendered by petitioner on a periodic basis. (Describe the specific services and the reasons for this authority in Attachment 10.) 11. Petitioner's Attorney (name): waives compensation requests compensation of $ for services rendered during the period of this account. An itemization of the hourly rate and services rendered by petitioner's attorney is provided in Attachment 11. Petitioner's attorney did use paralegals and the information required by California Rule of Court, Rule 7.754 is contained in attachment 11. The amount of $ has already been paid leaving a balance of The amount paid was advanced by Petitioner from his or her individual funds. 12. $ . Petitioner requests reimbursement for costs advanced in the amount of $ by petitioner petitioner's attorney (name): An itemization of the date, amount, payee, and purpose of each cost is provided in Attachment 12. The estate does does not include income or property from the Veteran's Administration, either directly, or as income or interest on money received from the Veteran's Administration. The estate does does not include income or property from the conservatee's / ward's Indian tribe, either directly, or as income or interest on money received from the Indian tribe. During this account period the conservatee/ward/beneficiary has has not been a patient in or on leave of absence from a state hospital under the jurisdiction of the State Department of Mental Health or the State Department of Developmental Services. Filed concurrently with this account and report is Riverside Local Form RI-P34 which contains all required original financial statements for this accounting period. a. No requests for special
|
|||||||
