ADA
local probate rule 5

PROBATE RULE 5: THE INDEPENDENT ADMINISTRATION OF ESTATES ACT

A. PETITION FOR AUTHORITY TO ADMINISTER ESTATE PURSUANT TO THE INDEPENDENT ADMINISTRATION OF ESTATES ACT (IAEA)
B. EXTENT OF POWER DEPENDENT ON DATE LETTERS ISSUED
C. REPORT OF ACTIONS TAKEN UNDER THE IAEA
D. FILING NOTICE OF PROPOSED ACTION WITH COURT

A. PETITION FOR AUTHORITY TO ADMINISTER ESTATE PURSUANT TO THE INDEPENDENT ADMINISTRATION OF ESTATES ACT (IAEA)

Full or limited authority to act pursuant to the IAEA may be requested in the petition for letters or by a separate petition.

B. EXTENT OF POWER DEPENDENT ON DATE LETTERS ISSUED

The IAEA has been amended several times. The date letters were last issued establishes the extent of the powers that can be exercised under the IAEA.

C. REPORT OF ACTIONS TAKEN UNDER THE IAEA

In a petition for preliminary distribution or final distribution, all actions taken under the IAEA must be reported as set forth in CRC 7.250. Additionally petitioner must report the amount paid or received, if applicable.

(Eff. 1/01/04)

D. FILING NOTICE OF PROPOSED ACTION WITH COURT

A copy of any Notice of Proposed Action must be filed with the Court together with the proof of service.



Probate Rules of Court: Summary - Intro - 1 - 2 - 3 - 4 - 5 - 6 - 7
8 - 9 - 10 - 11 - 12 - 13 - 14 - 15 - 16 - 17 - 18 - 19 - 20
List of attached Probate local forms

© 2014 Superior Court of California, County of Santa Clara