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Probate Graduated Filing Fee Schedule Form. This is a California form and can be use in San Joaquin Local County.
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Tags: Probate Graduated Filing Fee Schedule, California Local County, San Joaquin
ATTORNEY OR PARTY WITHOUT ATTORNEY (NAME, ADDRESS, PHONE)
FOR COURT USE ONLY
Attorney for:
SUPERIOR COURT OF CALIFORNIA, COUNTY OF SAN JOAQUIN
Street Address: 222 E. Weber Ave., Courthouse, Room 303
City, State & Zip: Stockton, CA 95202-2709
ESTATE OF:
Decedent.
PROBATE GRADUATED FILING FEE SCHEDULE
CASE NUMBER
(For estates filed after August 18, 2003) CRC 7.151, 7.552
WITH REGARD TO THE FIRST-FILED PETITION FOR PROBATE IN THIS PROCEEDING,
PLEASE LIST:
NAME OF EACH PETITIONER
DATE PETITION ESTIMATED VALUE OF ESTATE AMOUNT OF FILING FEE PAID
FILED
(as shown on item 3 of Petition)
_________________________
__________
$_________________________
$____________________
_________________________
__________
$_________________________
$____________________
FOR EACH FILED PARTIAL, SUPPLEMENTAL, FINAL, OR CORRECTED INVENTORY AND
APPRAISAL PLEASE LIST:
TYPE OF I&A FILED
DATED FILED
TOTAL ACTUAL APPRAISED
VALUE OF ASSETS
_____________________
_______________
$__________________
_____________________
_______________
$__________________
_____________________
_______________
$__________________
_____________________
_______________
$__________________
CHANGES IN APPRAISED VALUE OF ASSETS
$__________________
THE COMBINED TOTAL APPRAISED VALUE OF THE ESTATE: $_______________
(TOTAL ACTUAL APPRAISED VALUE OF ALL ASSETS ON ALL
INVENTORIES FILED IN THIS PROCEEDING AS ADJUSTED FOR
ANY CHANGES ON CORRECTED INVENTORY AND APPRAISALS)
CORRECTED FILING FEE:
$_______________
Calculate this amount by finding the total filing fee from the following schedule that would
have been payable under Government Code §26827, as amended effective on the date
the first-filed Petition for Probate was filed in the proceeding, if the total actual appraised
value of the estate had been used as the estimated value for filing fee purposes.
AMOUNT OF CORRECTED FILING FEE:
$________________
Note – This Form has not yet been adopted by Local Rule, and therefore the form itself is not required. This form is being
provided as a courtesy only, and the use thereof will not guarantee approval of your matter.
ESTIMATED FILING FEE:
$________________
This is the amount paid upon filing the first-filed Petition for Probate in this proceeding.
IF THE AMOUNT OF THE CORRECTED FILING FEE IS LARGER
THAN THE AMOUNT OF THE ESTIMATED FILING FEE, ENTER
THE DIFFERENCE AND PAY THIS AMOUNT TO THE CLERK OF
THE COURT
$_______________
A copy of this form along with the clerk’s receipt should be attached as an exhibit to your final account or report.
IF THE AMOUNT OF THE ESTIMATED FILING FEE IS MORE THAN
THE CORRECTED FILING FEE, ENTER THE DIFFERENCE.
$________________
REPORT THE REFUND DUE IN THE PETITION FOR FINAL DISTRIBUTION AND INCLUDE
THE REFUND IN THE PROPOSED ORDER. AFTER THE COURT SIGNS THE ORDER, IT
WILL BE ROUTED TO FISCAL SERVICES FOR ISSUANCE OF THE REFUND.
NOTE: The personal representative must not apply for a discharge while an application for refund of filing fee is pending and before the
court’s refund payment is received unless the personal representative is authorized to retain a reserve against closing expenses that expressly
is to include the court’s refund payment after the personal representative’s discharge.
IF FILING FEE REIMBURSEMENTS HAVE BEEN MADE TO AN UNSUCCESSFUL
PRIOR PETITIONER PER CALIFORNIA RULES OF COURT 7.151, INDICATE:
A)
The amount of each payment
B)
The date each payment was made; and
C)
The name, address, and telephone number of the payee and of any attorney of
record for the payee in the proceeding.
Date: ________________________
____________________________________________
Attorney for
Note – This Form has not yet been adopted by Local Rule, and therefore the form itself is not required. This form is being
provided as a courtesy only, and the use thereof will not guarantee approval of your matter.