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You work for the Law Firm of Charlotte Rae Barrister, Bar No. 654321. Her office is located at: 5885 Haven Avenue, Ste. 106, Rancho Cucamonga,

You work for the Law Firm of Charlotte Rae Barrister, Bar No. 654321.

Her office is located at: 5885 Haven Avenue, Ste. 106, Rancho Cucamonga, CA 91737

(909) 652-7038 (phone) (909) 652-6825 (fax) c..e@barrister.com

A new client has come into your office, 46-year-old James Sirius Potter. He was born on February 28, 1975 and showed you his California Driver's License N676703. His father, Harry James Potter died testate on August 01, 2021, leaving a sizeable estate. Harry died at San Antonio Regional Hospital in Rancho Cucamonga.

At the time of his death (death certificate pending) 69-year-old Harry was living at his home at 9240 Archibald Avenue in Rancho Cucamonga. He moved here from England and obtained residency status for himself and his family. He was a California resident at the time of his death living in San Bernardino County. Harry's oldest son and his family relocated to California and moved into Harry's home three years ago to help him recover from a severe stroke. James has two children, Evan James Potter (22) and Molly Lily Potter (21), both live with him.

Harry was a widower, his wife Ginny died three years earlier, leaving everything to him. Harry and Ginny had two other children, who live in Florida and Connecticut with their families. 43-year-old Albus Severus Potter lives at 6620 Bahama Shores Drive South, St. Petersburg, FL 33705 with his wife Madeline, and their 21-year-old son, Ronald Neville Potter. 41-year-old Lily Luna Potter-Weisz lives with her husband, Harold, and their 21-year-old daughter, Fredericka Ginny Weisz live at 9 3/4 East Neck Road, Stonington, CT 06378.

Harry wrote a will on 01/01/1981, the year he married Ginny. He added a codicil on 01/01/2010, to name his oldest son, James Sirius, as executor (in place of his friend Ronald Weasley). The will and codicil are self-proving, and waives bond for the serving executor. It does not preclude administration under the IAEA.

The will makes special $1 million gifts to Ronald Bilius Weasley (70) and Hermione Granger-Weasley (70) who both live at 9 Downing Street, City of Westminster, London SWIA 2AAA, United Kingdom; and $2 million to Hogwarts School of Witchcraft and Wizardry in Scotland, Hogwarts Township, Scotland, EH11 1LL, United Kingdom. After the gifts, the remainder of the estate is to be divided equally among his three children.

Harry owned his home in Rancho Cucamonga outright - it recently appraised at $3,990,000.00. In addition, he owned approximately $12 million in personal property consisting of financial accounts, household furnishings, and jewelry he had given to Ginny which was willed to him at her death. The client promises to bring in the paperwork for the estate, he is still collecting information.

Ms. Barrister tells you to prepare a Petition for Probate (DE-111). When it is filed a hearing is scheduled for 11/22/2021 at 8:30 a.m. in S37 at the San Bernardino Justice Center - Probate Division. The case number is PROPS 2109999. You are also to prepare the Notice of Probate Administration (DE-121) and Notice of Hearing (DE-120). [Normally a DE-147 would also be prepared, but that form is addressed in this week's Discussion.]

How would these forms be filled out? DE 120,111,121

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