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Kern County Summary Probate Procedures Rev August 2024

This video is provided by the Kern County Law Library for informational purposes. Nothing in the video should be construed as the presenter offering to create an attorney-client relationship with the viewer. The content is presented to supplement the viewer's own research into the subject matter, and should not be interpreted as the presenter positively recommending a particular course of action for any specific viewer. The video has to do with the subject of Summary (or Simplified) probate procedures, specifically within Kern County. If you want to download the forms referenced during the presentation, you can visit https://kclawlib.org/probatedocs/ or courts.ca.gov/forms . -Is Probate Procedure Necessary? 00:01:44 -Will or Intestate Succession? 00:04:31 -Surviving Spouse or Domestic Partner 00:07:55 -Affidavit death of spouse 00:08:22 -Procedures if there are heirs other than the spouse 00:09:57 -Affidavit for Collection of Personal Property 00:12:53 -Affidavit Re: Real Property of Small Value (DE-305) 00:14:43 -This is what the Inventory & Appraisal form looks like 00:16:55 -How to fill out the Inventory & Appraisal form 00:17:12 -Should you file this form with Kern County 00:18:12 -Continue How to fill out form Inventory & Appraisal 00:19:20 -If more than two people are signing the form 00:23:51 -Inventory and Appraisal form (DE-160) 00:24:37 -Change in Ownership Statement of Death of Real Property Owner 00:24:47 -Change of Ownership Continued 00:25:48 -Transfer Qualifying for Exclusion from Reassessment 00:27:06 -Transfer Qualifying for Exclusion from Reassessment prior to Feb.15th, 2021 00:29:13 -Inventory & Appraisal Attachment (DE-161) 00:30:00 -Probate Referee 00:33:14 -What the (DE-305) looks like and where you can find the form 00:35:12 -How to fill out the form (DE-305) 00:35:44 -How to fill out Pg. 2 (DE-305) 00:38:33 -Written Directions of Affidavit Re Real Property of Small Value form DE-305 00:40:03 -Affidavit Re Real Property of Small Value form (DE-305) If the descendant died on or after April 1st,2022 00:40:15 -Filing and Recording Affidavit Re: Real Property of Small Value 00:40:42 -Filling and Recording Affidavit Re: Real Property of Small Value more than $61,000 00:42:28 -Petition to determine succession to Real Property (DE-310) 00:43:00 -What the (DE-310) form looks like 00:45:40 -How to fill out the form (DE-310) 00:45:45 -Pg. 2 of (DE-310) What it looks like and how to fill it out 00:51:10 -Written directions on how to fill out the form Petition to Determine Succession form (DE-310) 00:58:41 -What the notice of Hearing-Descendants Estate or Trust (DE-120) looks like and how to fill it out 00:59:01 -Backside (DE-120) What it looks like and how to fill out the form 1:00:30 -Written instructions of the Notice of Hearing (DE-120) How to fill it out 1:01:58 -Filing & Serving petition to determine Succession 1:02:03 -Preparing for Hearing on Petition 1:03:19 -Preparing for Hearing Continue File a Supplement Correcting, In correcting or Missing Items 1:05:55 -Attending Hearing in Person 1:07:12 -Attending Hearing Online or by Telephone 1:07:44 -Order Determining Succession to Real Property 1:08:23 -(DE-315) Order Determining Succession to Real Property 1:09:00 -Recording Order Determining Succession 1:09:58 -(DE-221) Spousal or Domestic Partner Property Petition, Info and How to fill it out 01:11:49 -(DE-221) Back pg. Spousal or Domestic Partner Property Petition and How to fill it out 01:16:07 -Attachment 7 Explained 01:17:38 -(DE-221) Back pg. Spousal or Domestic Partner Property Petition Continued Q:9 01:19:32 -(DE-221) Spousal Property Petition written instructions index of attachment 01:20:10 -(DE-120) Notice of Hearing-Descendants Estate or Trust Information and how to fill it out 01:20:54 -Filing and Serving Spousal Property Petition 01:21:32 -(DE-226) Spousal or Domestic Partner Property Order 01:22:04 -(DE-226) Spousal or Domestic Partner Property Written Instructions 01:22:16 -Preparing for Hearing 01:22:19 -Recording Spousal Property Order 01:22:49 -Submitting Will 01:22:55 -General Filing Guidelines 01:25:08 -Common Pleading Problems 01:27:10