When you need form DE-147
When handling the probate process after a loved one's passing, the DE-147 form becomes crucial once the court appoints you as a personal representative of the estate. This role involves managing the deceased person's assets according to the law, and the DE-147 outlines your key obligations.
Some triggers for needing this form include:
- Receiving the court's order appointing you as the personal representative.
- Filing a petition for probate, typically initiated with forms like DE-111 (Petition for Probate).
- Notifying the court of your acceptance of the role and understanding of your responsibilities.
Before filling out the DE-147, you would likely have completed initial probate petitions or notifications that acknowledge your intention to manage the estate. The form serves as a legal reminder of the expected conduct and reporting involved in estate administration, helping to ensure compliance with statutory requirements.
1. **Obtain the Form**: Acquire the DE-147 form from the California courts' website or your local courthouse.
1. **Complete the Form**: Fill out the form carefully, ensuring all required information about the duties and liabilities of being a personal representative is accurately represented.
1. **Prepare Supporting Documents**: Gather any necessary documentation that supports your appointment as a personal representative, like the order from the court appointing you.
1. **File with Court**: Submit the completed DE-147 form to the probate division of the Superior Court in the county where the estate is being administered. Ensure it aligns with the probate case already opened.
1. **Retain Copies**: Keep copies of the filed document and any court-stamped confirmations for your personal records and future reference.