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Articles Posted in probate

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A Guide to Civil Discovery in Probate (Prob. Code § 1000)

Discovery is an important tool for parties in a lawsuit to get information to prepare for trial and to decide what issues to focus on in a case. In California, the rules governing discovery are laid out in the Civil Discovery Act in Title 4 of the Code of Civil…

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What is the Probate Overbid Process? (Prob. Code, § 10311)

Probate sales are a unique real estate opportunity for buyers to purchase real property from the court after its owner died. Probate sales involve court confirmation hearings, during which an auction can result in an original purchase offer to be overbid by a new, higher, one. This auction is called…

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What is the ownership presumption in a probate dispute? (Fam. Code 760.)

The purpose of this article is to explain the ownership presumption in a probate dispute. This is because property ownership can cause disputes even after death, which must be resolved in the probate or civil courts. (Schlyen v. Schlyen (1954) 43 Cal.2d 361, 370–371.) Specifically, the understanding of how marriage…

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Real Estate Commissions in Probate Actions (CCP 873.745)

Probate proceedings can often be complex, especially when it comes to the sale of property within an estate. In California, the rules governing commissions for agents, brokers, and auctioneers involved in probate sales are outlined in California Probate Code.  Probate commissions are fees paid to executors and administrators for their…

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A Guide to Penalties for Financial Elder Abuse (Probate Code Section 859)

Probate Code section 859 protects certain individuals whose property or money is taken, concealed, or disposed of by another. Section 859 does this by imposing hefty penalties on anyone who wrongfully takes or conceals property belonging to certain groups.  Specifically, the statute provides: “If a court finds that a person…

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What is an Order Determining Succession to Real Property? (Probate Code Section 13154)

An order determining succession to real property is an alternative petition to get a court order transferring the property. (Prob. Code § 13154.) If the estate is small enough, and a successor to the decedent has proof that they are entitled to a certain piece of property, then they may…

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What is a Petition to Determine Distribution Rights (Prob. Code § 11705)? 

For family members of a deceased loved one, the most important part of probate proceedings is the final distribution of the estate. This occurs once the estate’s debts and obligations have been satisfied, and it serves to more or less end the probate of the estate.  But what if someone…

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What is a disclaimer of interest (Probate Code § 278)? 

When a loved one passes away, probate proceedings are hopefully not the first thing on their relatives’ minds. Probate is, however, an inevitability, even when a trust is present and effective. But inheritance is not always the blessing that the public conscious imagines it to be. The simple truth is…

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