Background

Probate Information

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Below is helpful information provided by R. Michael Wright, a state probate referee.  For additional information and probate forms,  please go to:  https://cpra.wildapricot.org .   L.A. Superior Court also has a very helpful page regarding probate questions and a link to the required Superior Court documents:   https://www.lacourt.org/selfhelp/willsestatestrusts/SH_WT001.aspx

R . M I C H A E L W R I G H T

CALIFORNIA PROBATE REFEREE
21 Theall Street

Sonora, CA 95370

209-532-0628

209-532-9112 Fax

Email: probate@wright-app.com

 

Serving Madera, Mariposa, Merced, Mono, Tuolumne, Calaveras and Alpine Counties

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INFORMATION NEEDED FOR INVENTORY AND APPRAISALS

 

To help ensure timely turn around we have provided a partial list of desired information for various items that are necessary to complete most appraisals. This is not a complete list of all items to be placed on the I&A but covers the major ones that we typically deal with. Providing as much of this information as possible with the I & A will save time and correspondence.

 

 

Attachment 1 – Items Petitioners do:

Cash Only Items

 Bank accounts

 CD’s

 Money Market accounts off of brokerage accounts

 

Things to include in your I&A or letter;

Vehicles

 VIN Number

 Make

 Model

 Year

 Condition

 Mileage

 

Attachment 2 – Items Probate Referees do:

All other items

 Do not fill in value amounts, please list suggested values in letter if you want

 Send backup documents from any specialized appraisers; coins, guns, etc.

 

Stocks

 CUSIP Numbers

 On brokerage accounts the statement closest to the Date Of Value

 # of Shares

 

All Real Property

 Assessors Parcel Numbers and Address. On major properties, name and phone number

of person to contact with questions.

 Let tenants know we will be coming out

 Let us know if some one has died on the property

 Give info on locked gates

 Condition or special issues

 

Ag Land

 Irrigation System (Sprinkled, Flood etc.)

 Irrigation District or indicate by well if not in district

 Any lease information

 Crops or land use/Acres planted

 Any information on buildings on property

 

Apartment Properties

 Current rent roll for all units

 3 years P&Ls or Income Tax Returns

 Any known problems with the property

 Any listing or sales information

 

Commercial Properties

 All leases and a current rent roll

 3 years P&Ls or Income Tax Returns

 Any known problems with the property

 Any listing or sales information

 

Partnerships/ Privately Held Corporations

 Partnership Agreements

 Balance Sheet as of DOV

 3 years P&Ls or Tax Returns

 Total shares in Corporation

 Number of shares being valued

 Name & phone # of contact person with Corporation/Partnership information

 If there are significant assets (real estate, inventories, rolling stock etc) they may have to

be appraised by us or an outside professional. Please contact for more information on a

case-by-case basis.

 

Personal Property

 If its common everyday furnishings put as one item i.e. Household Furnishings

 List special items i.e. art, antiques, guns

 Include any appraisals in your possession

 Pictures of property help

Notes

 Actual payment schedule

 Copy of the Note (Not Trust Deed)

 

Reappraisal for sale

 Information of any pending sale/listing

 Condition changes

 

DO NOT LIST OUT OF STATE PROPERTY ON THE I&A

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We realize that it may not be possible to provide all information requested but please include as much as you can. For trust appraisals, partition actions, 2032a valuations or partial interest discounts, please contact our office. If you or your staff have any questions please call.

 

Thank You

R. Michael Wright

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