California Legal Forms and Documents

California Probate Forms

	Declination to Serve as Executor
PR01 $10.00	Short statement signed by the named executor declining to serve. Used as attachment to Petition for Probate. Form is on pleading paper. Adobe PDF is computer fill-in.	View 1st Page MS Word	View 1st Page PDF

	Waiver of Compensation by Executor
PR31 $10.00	Pleading to be filed indicating executor will serve without pay. Adobe form is computer fill-in.	View 1st Page MS Word	View 1st Page PDF

	Waiver of Accounting by Sole Distributee
PR81 $12.00	Pleading indicating the sole beneficiary of estate waives the accounting requirement. Adobe PDF form is computer fill-in.	View 1st Page MS Word	View 1st Page PDF

	Waiver of Accounting by Distributee
PR82 $12.00	Pleading indicating waiver of accounting requirement signed by one of several beneficiaries. Adobe form is computer fill-in.	View 1st Page MS Word	View 1st Page PDF

	Waiver of Statutory Fees and Compensation by Attorney for Petitioner
PR86 $12.00	Pleading that I drafted and filed when doing a probate for a family member. Could be adapted to reflect attorney agreeing to receive partial compensation.	View 1st Page MS Word

	Checklist - Estate Asset Records
PR02 $12.00	Two forms provided; a checklist of about 47 items for which records should be located to begin evaluating an estate and a second checklist of assets which are frequently handled outside of probate. Adobe form is NOT computer fill-in.	View 1st Page MS Word	View 1st Page PDF

	Cash Receipts and Disbursements Record, Stocks Inventory
PR03 $12.00	Record keeping worksheets: A table to keep track of cash receipts, a second table to track disbursements, and a table for stocks and bonds with value at date of death and subsequent changes. Adobe form is NOT computer fill-in.	View 1st Page MS Word	View 1st Page PDF

	Petition for Settlement of First and Final Account, for Final Distribution, and Fixing and Allowing Compensation
PR51 $40.00	Combined pleading for a typical estate. Pleading indicates no creditor claims and no property sales, although these could be added. Includes Summary of Account page and Schedules for receipts, disbursements, gains and losses, adjustments, and property on hand.	View 1st Page MS Word

	Order Settling First and Final Account, Report of Executor Allowing Compensation for Ordinary Services, and Order for Final Distribution
PR61 $20.00	Combined order for a typical estate (see PR51, above). Order indicates review by court of probate case, approval thereof, and orders distribution according to plan.	View 1st Page MS Word

	Acknowledgment of Satisfaction of Interest by Distributee
PR35 $10.00	Pleading showing beneficiary has received entire inheritance after a preliminary distribution. Adobe form is computer fill-in.	View 1st Page MS Word	View 1st Page PDF

	Receipt on Distribution - Cash Bequest
PR91 $12.00	Pleading signed by Distributee - simple receipt for cash bequest. Adobe form is computer fill-in.	View 1st Page MS Word	View 1st Page PDF

	Receipt on Distribution - Real Property
PR93 $12.00	Pleading signed by Distributee showing receipt of house and real property, stock, and cash in amounts sufficient to satisfy bequest. Adobe form is computer fill-in.	View 1st Page MS Word	View 1st Page PDF

	Receipt on Distribution - Attorney
PR94 $12.00	Pleading signed by attorney indicating receipt of statutory compensation. Adobe form is computer fill-in.	View 1st Page MS Word	View 1st Page PDF

	Declaration of Final Discharge
PR95 $12.00	Pleading signed by executor indicating that all money and property have been distributed to beneficiaries. Adobe form is computer fill-in.	View 1st Page MS Word	View 1st Page PDF

	Order of Final Discharge
PR98 $12.00	Order signed by Court terminating Executor's responsibility and liability. Adobe form is computer fill-in.	View 1st Page MS Word	View 1st Page PDF