Pro 039 Form PDF Details

In the legal landscape of estate management, the PRO 039 form emerges as a critical document within the Superior Court of California, specifically for the County of Los Angeles. This form, titled "Status Report of Administration," serves as a comprehensive tool, guiding personal representatives through the process of reporting the current standing of an estate's administration to the court. It begins by requesting essential details about the attorney or party managing the estate, such as their name, address, and contact information, ensuring clear communication channels between the court and the estate's representative. The body of the form delves into the heart of estate administration, asking pointed questions about the decedent's date of death, the issuance of pertinent documents like letters testamentary or letters of administration, and whether a federal estate tax return is necessary. Additionally, it encapsulates the condition of the estate through inquiries about completed duties, debt payments, administration costs, solvency, creditors' claims, and pending litigation, providing a snapshot of the estate's health and progress. A section is dedicated to detailing any additional time needed for administration, closing with a section for verification by the petitioner, affirming the truthfulness of the information provided under the penalty of perjury. Accompanying the form, Exhibit A mandates the listing of all persons entitled to notice of the petition, reinforcing the commitment to transparency and due diligence in the estate administration process. Through the PRO 039 form, the court ensures that estate administration is conducted thoroughly, with accountability and periodic status updates forming the backbone of a streamlined process.

QuestionAnswer
Form NamePro 039 Form
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other namescalifornia probate status report, local form pro 039, pro039, california probate code 16370 d

Form Preview Example

NAME, ADDRESS, AND TELEPHONE NUMBER OF ATTORNEY OR PARTY WITHOUT ATTORNEY:

STATE BAR NUMBER

FOR COURT USE ONLY

 

 

 

 

TELEPHONE NO.:

E-MAIL ADDRESS (Optional):

ATTORNEY FOR (Name):

SUPERIOR COURT OF CALIFORNIA, COUNTY OF LOS ANGELES

COURTHOUSE ADDRESS:

ESTATE OF:

CASE NUMBER:

 

STATUS REPORT OF ADMINISTRATION

 

 

 

 

 

 

 

 

 

 

HEARING DATE:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

DEPT.:

TIME:

 

 

 

 

 

 

Petitioner,

, is the personal representative of the

 

 

(Name)

 

 

 

 

decedent and alleges the following:

 

 

 

 

1.

Decedent’s date of death:

 

 

.

 

 

2.Date letters testamentary/letters of administration were issued:

3.All persons entitled to notice of the petition are listed in Exhibit A attached hereto, including persons who have requested special notice.

4.

Is a federal estate tax return required?

 Yes

 No

5.What is the condition of the estate? Answer yes or no to each of the following:

 

 

Yes

No

a.

Has Petitioner performed all required duties as





 

personal representative?





b.

Have all known debts of the decedent been paid?

c.Have all administration costs incurred to date, except for compensation to the personal representative and the

 

personal representative’s attorney, been paid?





d.

Is the estate solvent?





e.

Have any creditors’ claims have been filed?





f.

If the answer to “e” is yes, have all claims been allowed?





g.

Is there any pending litigation involving the estate?





 

(If the answer to “a,” “b,” “c,” “d,” or “f” above is no, explain below. If the

 

answer to “g” is yes, describe and give current status below.)

 

 

 

Status Report of Administration

PRO 039

PC 12200

02/12

 

Page 1 of 3

6.How much additional time is needed to complete administration of the estate? Explain.

PRAYER: Petitioner requests authority to continue administration of the estate until

.

(Date)

Dated:

(Signature)

Petitioner

(Typed or Printed Name)

(Name of Attorney or Law Firm)

By:

Attorney for Petitioner (Signature)

VERIFICATION

I,

 

, declare as follows:

(Petitioner)

1.I am the Petitioner in the above-entitled matter.

2.I have read the foregoing petition and I certify that the same is true of my own knowledge, except as to those matters which are stated on information and belief, and as to those matters, I believe them to be true.

3.I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Executed this

 

day of

 

 

, 2____, at

 

 

 

 

 

 

(City and State)

 

 

 

 

 

 

 

 

 

 

 

(Signature)

 

 

 

 

 

 

 

 

Status Report of Administration

PRO 039

 

 

 

 

 

PC 12200

02/12

 

 

 

 

 

 

Page 2 of 3

EXHIBIT A

PERSONS ENTITLED TO NOTICE

(Include persons who have requested special notice.)

Name

Address

Relationship

IMPORTANT: Notice of the hearing on this Status Report must be given to all persons interested in the estate in the manner required by Probate Code § 12201(b), including the statement “YOU HAVE THE RIGHT TO PETITION FOR AN ACCOUNT UNDER SECTION 10950 OF THE CALIFORNIA PROBATE CODE” in not less than 10 point boldface type if printed or in all capital letters if not printed.

 

Status Report of Administration

PRO 039

PC 12200

02/12

 

Page 3 of 3

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Relationship, Address, and Name inside 039 pro

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