In a Petition for Probate (DE-111), where there is a will, the Petitioner must give notice to all of the following EXCEPT:

Group of answer choices

All known creditors (through mail)

All named individuals/organizations in the Will (through mail)

All unknown heirs (through publication in a local newspaper)

All unknown creditors (through publication in a local newspaper)

A paralegal working with a personal representative might be responsible for all of the following EXCEPT:

Group of answer choices

Notifying appropriate parties of the decedent's death

Searching the decedent's home (and office) to locate the will and other personal business records

Preparing a request for certified copies of the death certificate

Setting a date for the family conference

In California, who of the following may file with the DMV to transfer a vehicle without going through Probate?

Group of answer choices

Beneficiary under the decedent's last will and testament

Persons (or their guardians/conservators) who succeeded to the property of the decedent

ALL of the answers are correct

Trustee for the decedent's trust in which the primary beneficiaries are next of kin

Certified copies of the Letters Testamentary or Letters of Administration are needed to do out of all of the following EXCEPT:

Group of answer choices

Open the decedent's safe deposit box

Obtain the Letters of Authority

Withdraw money from existing savings accounts of the decedent

Open an account in the name of the estate

Dagwood died, leaving a Will which named his wife, Blondie, as executrix. Blondie predeceased Dagwood. Many of Dagwood's relatives have asked the California Probate Court to name them as executor/trix of Dagwood's estate. Which one has priority?

Group of answer choices

Dagwood's father, Darwin

Dagwood's grandchild, Roxanne

Dagwood's favorite niece, Cookie

Dagwood's twin brother, Darren

During the family conference, the paralegal or the supervising attorney should:

Group of answer choices

ALL of the answers are correct

Discuss the various forms of protection given by state statutes to surviving spouses and children if there are any, to address concerns about immediate financial matters

Obtain information known by the family (using checklists) regarding the general size and nature of the estate, the personal and business debts of the decedent, and determine whether assets will need to be sold to satisfy debts, taxes and expenses of the estate

Inform any family members that were owed a debt by the deceased of the need to file a claim, and its procedures and time limits

If a personal representative does NOT have California IAEA powers, they can and must do out of all of the following to sell estate property, EXCEPT:

Group of answer choices

Obtain an appraisal for the property and list it at that amount

Sell it in court like an auction

Wait for offers to set a hearing date in the Probate Court

Accept the highest pre-hearing offer

The court may require the subscribing witnesses to testify in court to all of the following EXCEPT:

Group of answer choices

That the testator declared the document to be the will

That they knew the testator and that he/she was legally capable and competent

That they watched the testator sign the will

That a self-proved will is valid

The personal representative will generally NOT need to file a bond if:

Group of answer choices

There is no will

The testator requested a bond in the will

A bond is required by state statute

A corporation is appointed personal representative

Which of the following should the personal representative address with the DMV on behalf of the decedent?

Group of answer choices

return any Disabled Person Placard (if decedent had one) within 60 days

submit the decedent's Driver's License or California Identification Card, whether unexpired or expired

ALL of the answers are correct

maintain vehicle registration until transfer

What would cause a person applying for Letters Testamentary to be deemed unsuitable?

Group of answer choices

A misdemeanor record

No history of mental illness

Being a minor

Residency in the domiciliary state

Under California IAEA authority, a personal representative may do which of the following without seeking Probate Court approval:

Group of answer choices

Close escrow

ALL of the answers are correct

Accept an offer for the property

Find a real estate agent and list the property

What is the legal obligation of Personal Representative with respect to financial institutions with which the decedent did business?

Group of answer choices

To close any credit card accounts held by the decedent and advise of the probate

To present safe deposit box contents to whomever and whenever requested

To encourage those who hold accounts with the decedent to withdraw the funds to reduce the estate's death taxes

To cancel all credit card debts as uncollectable due to the death of the decedent

Mario died testate, allowing IAEA powers to his executor, Sybil, but NOT waiving bond. In going through the checklists, Sybil has determined Mario had personal property and accounts valued at $350,000, a house estimated to be worth $550,000, two life insurance policies, $1 million each, naming his surviving daughter, Teresa as the beneficiary, and an annual income from his 10-unit apartment building of $216,000. What is the maximum amount of bond the California Probate Court can order Sybil to provide?

Group of answer choices

$3,116,000

$2,566,000

$1,116,000

$566,000

Which is NOT a duty of the personal representative in closing the estate after the distribution of assets?

Group of answer choices

Submitting a final account that contains a list of all assets collected

Signing and filing a petition for settlement and distribution

Personally paying the law firm's fee

Proving that the remaining assets of the estate have been distributed

Which is NOT performed by an ancillary administrator?

Group of answer choices

Collecting assets in a foreign state

Providing a petition to prove the will

Transferring the balance of the estate to the domiciliary representative

Paying any creditors in a foreign state

All of the following are California Judicial Forms pertaining to Creditors' Claims EXCEPT:

Group of answer choices

DE-157

DE-172

DE-160

DE-174

While in the process of administering the estate of his deceased brother, Larry, John also died, and his sister, Sue, having been appointed the new personal representative, is now the:

Group of answer choices

Administratrix cum testamento annexo

Public administratrix

Administratrix de bonis non

Special administratrix

In which of the following circumstances may a California Probate Court require bond?

Group of answer choices

ALL of the answers are correct

when the will waives bond but a party petitions to request bond

when a majority of the beneficiaries waive bond

when the will waives bond

On January 3, 2022, Simone comes your probate attorney's office asking for assistance with the administration of her father's expansive and complicated estate. He died over the Christmas after being on Hospice for two months. Simone tells you that a Hospice nurse noted the time of death, there was no autopsy, and the Hospice doctor already filed the death certificate. She is worried because "there is a lot going on with my father's estate - several large apartment buildings, six operating California businesses (some with partners), and MANY accounts in his name." She has contacted his credit cards, apartment managers, social security, partners, and several others to notify them of her father's passing but they have politely requested formal proof before dealing with her. The attorney suggests Simone request certified copies of her father's death certificate from the California Department of Health. The attorney explains the Department of Health's process which includes all of the following EXCEPT:

Group of answer choices

the Department of Health is limited to deaths occurring in its county

the processing time is about one week faster for Eletronic submissions than for mail-in requests

the County Recorder Offices can sometimes process requests faster than the Department of Health

the fee for each certified copy is $23In a Petition for Probate (DE-111), where there is a will, the Petitioner must give notice to all of the following EXCEPT:

Group of answer choices

All known creditors (through mail)

All named individuals/organizations in the Will (through mail)

All unknown heirs (through publication in a local newspaper)

All unknown creditors (through publication in a local newspaper)

A paralegal working with a personal representative might be responsible for all of the following EXCEPT:

Group of answer choices

Notifying appropriate parties of the decedent's death

Searching the decedent's home (and office) to locate the will and other personal business records

Preparing a request for certified copies of the death certificate

Setting a date for the family conference

In California, who of the following may file with the DMV to transfer a vehicle without going through Probate?

Group of answer choices

Beneficiary under the decedent's last will and testament

Persons (or their guardians/conservators) who succeeded to the property of the decedent

ALL of the answers are correct

Trustee for the decedent's trust in which the primary beneficiaries are next of kin

Certified copies of the Letters Testamentary or Letters of Administration are needed to do out of all of the following EXCEPT:

Group of answer choices

Open the decedent's safe deposit box

Obtain the Letters of Authority

Withdraw money from existing savings accounts of the decedent

Open an account in the name of the estate

Dagwood died, leaving a Will which named his wife, Blondie, as executrix. Blondie predeceased Dagwood. Many of Dagwood's relatives have asked the California Probate Court to name them as executor/trix of Dagwood's estate. Which one has priority?

Group of answer choices

Dagwood's father, Darwin

Dagwood's grandchild, Roxanne

Dagwood's favorite niece, Cookie

Dagwood's twin brother, Darren

During the family conference, the paralegal or the supervising attorney should:

Group of answer choices

ALL of the answers are correct

Discuss the various forms of protection given by state statutes to surviving spouses and children if there are any, to address concerns about immediate financial matters

Obtain information known by the family (using checklists) regarding the general size and nature of the estate, the personal and business debts of the decedent, and determine whether assets will need to be sold to satisfy debts, taxes and expenses of the estate

Inform any family members that were owed a debt by the deceased of the need to file a claim, and its procedures and time limits

If a personal representative does NOT have California IAEA powers, they can and must do out of all of the following to sell estate property, EXCEPT:

Group of answer choices

Obtain an appraisal for the property and list it at that amount

Sell it in court like an auction

Wait for offers to set a hearing date in the Probate Court

Accept the highest pre-hearing offer

The court may require the subscribing witnesses to testify in court to all of the following EXCEPT:

Group of answer choices

That the testator declared the document to be the will

That they knew the testator and that he/she was legally capable and competent

That they watched the testator sign the will

That a self-proved will is valid

The personal representative will generally NOT need to file a bond if:

Group of answer choices

There is no will

The testator requested a bond in the will

A bond is required by state statute

A corporation is appointed personal representative

Which of the following should the personal representative address with the DMV on behalf of the decedent?

Group of answer choices

return any Disabled Person Placard (if decedent had one) within 60 days

submit the decedent's Driver's License or California Identification Card, whether unexpired or expired

ALL of the answers are correct

maintain vehicle registration until transfer

What would cause a person applying for Letters Testamentary to be deemed unsuitable?

Group of answer choices

A misdemeanor record

No history of mental illness

Being a minor

Residency in the domiciliary state

Under California IAEA authority, a personal representative may do which of the following without seeking Probate Court approval:

Group of answer choices

Close escrow

ALL of the answers are correct

Accept an offer for the property

Find a real estate agent and list the property

What is the legal obligation of Personal Representative with respect to financial institutions with which the decedent did business?

Group of answer choices

To close any credit card accounts held by the decedent and advise of the probate

To present safe deposit box contents to whomever and whenever requested

To encourage those who hold accounts with the decedent to withdraw the funds to reduce the estate's death taxes

To cancel all credit card debts as uncollectable due to the death of the decedent

Mario died testate, allowing IAEA powers to his executor, Sybil, but NOT waiving bond. In going through the checklists, Sybil has determined Mario had personal property and accounts valued at $350,000, a house estimated to be worth $550,000, two life insurance policies, $1 million each, naming his surviving daughter, Teresa as the beneficiary, and an annual income from his 10-unit apartment building of $216,000. What is the maximum amount of bond the California Probate Court can order Sybil to provide?

Group of answer choices

$3,116,000

$2,566,000

$1,116,000

$566,000

Which is NOT a duty of the personal representative in closing the estate after the distribution of assets?

Group of answer choices

Submitting a final account that contains a list of all assets collected

Signing and filing a petition for settlement and distribution

Personally paying the law firm's fee

Proving that the remaining assets of the estate have been distributed

Which is NOT performed by an ancillary administrator?

Group of answer choices

Collecting assets in a foreign state

Providing a petition to prove the will

Transferring the balance of the estate to the domiciliary representative

Paying any creditors in a foreign state

All of the following are California Judicial Forms pertaining to Creditors' Claims EXCEPT:

Group of answer choices

DE-157

DE-172

DE-160

DE-174

While in the process of administering the estate of his deceased brother, Larry, John also died, and his sister, Sue, having been appointed the new personal representative, is now the:

Group of answer choices

Administratrix cum testamento annexo

Public administratrix

Administratrix de bonis non

Special administratrix

In which of the following circumstances may a California Probate Court require bond?

Group of answer choices

ALL of the answers are correct

when the will waives bond but a party petitions to request bond

when a majority of the beneficiaries waive bond

when the will waives bond

On January 3, 2022, Simone comes your probate attorney's office asking for assistance with the administration of her father's expansive and complicated estate. He died over the Christmas after being on Hospice for two months. Simone tells you that a Hospice nurse noted the time of death, there was no autopsy, and the Hospice doctor already filed the death certificate. She is worried because "there is a lot going on with my father's estate - several large apartment buildings, six operating California businesses (some with partners), and MANY accounts in his name." She has contacted his credit cards, apartment managers, social security, partners, and several others to notify them of her father's passing but they have politely requested formal proof before dealing with her. The attorney suggests Simone request certified copies of her father's death certificate from the California Department of Health. The attorney explains the Department of Health's process which includes all of the following EXCEPT:

Group of answer choices

the Department of Health is limited to deaths occurring in its county

the processing time is about one week faster for Eletronic submissions than for mail-in requests

the County Recorder Offices can sometimes process requests faster than the Department of Health

the fee for each certified copy is $23