Table of Contents

DE-147(S): Confidential Statement for DE-147 (ca)

The DE-147(S) form is used when a California court, by local rule, requires a personal representative managing the estate of a decedent to confidentially provide their birth date and driver's license number as part of their duties and liabilities documentation.
Official {court-form-name} PDF Download

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Tips for filling out form DE-147(S)

When completing form DE-147(S), pay special attention to these less obvious sections:

Item 1

Confidential Information

Remember, this form contains sensitive information about the personal representative, including birth date and driver's license number, so ensure it is filed in accordance with local court rules to maintain confidentiality.
Item 2

Local Rules Compliance

Check with your specific court for local rules regarding the requirement for this form; not all courts may require a birth date and driver's license number. If required, ensure this form is submitted separately from Form DE-147.
Item 3a

Name Consistency

Ensure the name of the personal representative matches exactly what is listed on other related documents to avoid any discrepancies.
Item 3b

Driver's License Details

Provide the driver's license number and state issued. Double-check to ensure the number and state are accurate, as incorrect information can cause delays or legal complications.

What to do after filing form DE-147(S)

1
Verify that the confidential statement has been received and accepted by the court clerk without being filed into the public court records, maintaining its confidentiality.
2
Check if additional documentation is required by the local court rules, such as other probate related forms, and complete those forms as necessary.
3
Wait for instructions from the probate court regarding any hearings or further actions you need to perform as a personal representative.
4
Monitor any communications from the court or your attorney regarding the progress of the probate case, including deadlines for any specific tasks.
5
Ensure you have a copy of the confidential statement stored securely for your records, and keep it accessible for any future proceedings related to the estate.
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