California Probate Accounting Lawyer 2026: Final Accountings, Waivers & San Diego Court Rules

San Diego probate accounting lawyer helps personal representatives prepare and file final accountings using GC‑400(SUM), obtain waivers under § 10954, and navigate local court rules. Free consultation.

“Key Takeaways”

• A probate accounting details all receipts, disbursements, and assets remaining in the estate. Under Probate Code § 10900, the personal representative must account for all money and property received and distributed. The accounting serves as the basis for the court’s final order.
• The Summary of Account must be filed on Judicial Council forms GC‑400(SUM) and GC‑405(SUM). There is no alternative; filing without these forms results in a probate note. A California probate accounting lawyer ensures these mandatory forms are correctly completed and attached.
• Two types of accountings exist: interim and final. Interim accountings are not automatically required after one year; instead, any interested person may petition for one under Probate Code § 10950. San Diego courts may request a status report if the estate remains open beyond 12 months (or 18 months for estates with federal tax returns). The final accounting closes the estate.
• There is no Judicial Council form for the Petition for Final Distribution. The petition must be custom‑drafted on pleading paper and attached to the accounting. We prepare the petition to meet San Diego court expectations.
• Beneficiaries may waive the accounting under Probate Code § 10954. If all beneficiaries consent in writing, the personal representative may file a petition for final distribution without a formal accounting, saving time and expense. We prepare and file the waiver forms.
• San Diego probate filings are at the Central Courthouse (1100 Union St). Accountings and related petitions must be e‑filed under Probate Local Rule 4.3.1 using a Probate Case Cover Sheet (Form PR‑160) . We handle all filings.

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California Probate Accounting Lawyer: The 2026 Guide to Closing Estates

Introduction: The $1.2 Million Estate That Nearly Missed Its Deadline

When Susan took over as executor of her late father’s estate in San Diego, she diligently paid debts, sold the family home in Point Loma, and managed the investment accounts. She thought the final step – filing a simple form – would be quick.

But when she contacted the court, she learned that the final accounting required detailed schedules of every transaction, a comparison of the inventory to current assets, and a custom‑drafted petition for final distribution. The probate clerk explained that missing the mandatory GC‑400(SUM) summary form could delay the case for months.

Susan hired a California probate accounting lawyer who prepared the accounting using the correct Judicial Council forms, obtained waivers from the beneficiaries, and filed the custom‑drafted petition. Within six weeks, the court approved the final distribution, and the family received their inheritance.

At Leeran S. Barzilai, A Prof. Law Corp. , we help San Diego personal representatives prepare and file probate accountings, obtain waivers, and navigate the local court rules. This guide walks you through the accounting process, the required forms, and how to close the estate efficiently.

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Part One: What Is a Probate Accounting?

The Legal Definition

A probate accounting is a detailed report that the personal representative files with the court to show:

• All money and property received (receipts)
• All money and property paid out (disbursements)
• The assets remaining in the estate (on hand)
• Any income earned on estate assets

Under Probate Code § 10900, the personal representative must account for all assets subject to probate. The court reviews the accounting before approving the final distribution.

Types of Accountings

Type	When Required	Purpose
Interim Accounting	Not automatically required; any interested person may petition for one after one year (Probate Code § 10950). Also may be filed when the personal representative seeks approval for partial distributions or payment of extraordinary fees.	Provides a status update; often used when the estate remains open for an extended period.
Final Accounting	When the estate is ready to close	Reports all transactions from the beginning of administration to the end; accompanies the custom‑drafted Petition for Final Distribution.

The One‑Year Status Report – Not an Accounting

Under San Diego Local Rules, if the estate remains open for more than 12 months (or 18 months if a federal estate tax return is required), the court may request a Status Report. This is typically a short declaration explaining the reasons for the delay and an estimated timeline for closing. A full accounting is not automatically required; instead, any interested person may petition for one under § 10950.

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Part Two: What Must the Accounting Include?

Mandatory Forms: GC‑400(SUM) and GC‑405(SUM)

The Summary of Account (the cover sheet that totals charges and credits) must be submitted on mandatory Judicial Council forms:

• GC‑400(SUM) – Summary of Account (Probate – Decedent’s Estate)
• GC‑405(SUM) – Attachment to Summary of Account (Probate – Decedent’s Estate)

These forms provide a standardized summary of receipts, disbursements, and assets on hand. Filing without them will result in a probate note (rejection) from the court examiner.

Additional Schedules (on Pleading Paper)

While the summary uses the Judicial Council forms, the detailed schedules of receipts and disbursements are typically prepared on 28‑line pleading paper. The schedules should include:

Section	Description
Schedule A – Receipts	List all money and property received since the beginning of administration (including income, sale proceeds, and any new assets).
Schedule B – Disbursements	List all payments made (including debts, taxes, attorney fees, executor fees, and other administration expenses).
Schedule C – Assets on Hand	List all remaining assets (cash, securities, real estate, personal property) with values as of the accounting date.
Comparison of Inventory	Show the value of assets at the time of the inventory and the current value (for real estate, use the inventory value unless a sale occurred).
Proposed Distribution	Detail how the remaining assets will be distributed to beneficiaries.

Sample Numerical Example

Assume an estate with an inventory of $500,000 (cash, stocks, and a home). The personal representative sells the home for $300,000, pays $50,000 in debts, $15,000 in attorney fees, and $5,000 in executor fees. The GC‑400(SUM) would show:

Category	Amount
Receipts
Beginning cash (inventory)	$100,000
Sale of real estate	$300,000
Dividends/interest	$2,000
Total Receipts	$402,000
Disbursements
Debts	$50,000
Attorney fees	$15,000
Executor fees	$5,000
Real estate costs (title, escrow)	$10,000
Total Disbursements	$80,000
Assets on Hand
Cash	$322,000
Proposed Distribution
To Beneficiary A	$161,000
To Beneficiary B	$161,000

Supporting Documents

Attach copies of:

• Bank statements verifying receipts and disbursements
• Receipts for payments
• Sales contracts for real estate
• Tax returns (if filed)
• Proof of service on beneficiaries

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Part Three: When Is an Accounting Required?

Final Accounting – Always Required

Every probate case that goes to final distribution requires a final accounting unless all beneficiaries waive it (see Part Five). The final accounting must cover the entire administration period.

Interim Accounting – Not Automatically Required

Under Probate Code § 10950, any interested person may petition the court for an accounting after one year has passed from the issuance of letters. However, the court does not automatically require an interim accounting. Instead, the personal representative may file a Status Report to explain delays.

San Diego Local Rules expect the estate to close within 12 months (or 18 months if a federal estate tax return is required). If the estate remains open longer, the court may request a status report. A full interim accounting is typically required only if the personal representative seeks court approval for partial distributions or payment of extraordinary fees.

No Accounting – Waiver of Accounting

The personal representative may avoid preparing a full accounting if all beneficiaries sign a Waiver of Accounting under Probate Code § 10954. The court then approves distribution based on the inventory and the waiver.

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Part Four: How to Prepare and File the Accounting

Step 1: Gather Records

Collect all financial documents from the administration period:

• Bank and investment account statements
• Receipts for debts and expenses
• Sales contracts
• Tax returns
• Inventory and Appraisal (DE‑160)

Step 2: Prepare the Mandatory Summary Forms

Complete GC‑400(SUM) and GC‑405(SUM) with the totals of receipts, disbursements, and assets on hand. These forms are mandatory and must be included with the filing.

Step 3: Prepare Detailed Schedules

On 28‑line pleading paper, draft the detailed schedules (Receipts, Disbursements, Assets on Hand, Comparison of Inventory, Proposed Distribution). A California probate accounting lawyer ensures the schedules match the summary forms and meet court expectations.

Step 4: Prepare the Petition for Final Distribution (Custom‑Drafted)

There is no Judicial Council form for the Petition for Final Distribution. It must be drafted on pleading paper and attached to the accounting. The petition must:

• State the accounting period
• Certify that all debts and taxes are paid
• Describe the proposed distribution
• List all beneficiaries and their shares
• Request court approval of the accounting and distribution

Step 5: Serve the Petition and Accounting

Serve the petition, the GC‑400(SUM) forms, and the detailed schedules on all beneficiaries at least 15 days before the hearing. Use certified mail to obtain proof of service. File proof of service using Form SDSC PR‑001.

Step 6: File with the San Diego Superior Court

All documents must be e‑filed at the San Diego Central Courthouse (1100 Union St) under Probate Local Rule 4.3.1. Include:

• Custom‑drafted Petition for Final Distribution (with accounting schedules)
• GC‑400(SUM) and GC‑405(SUM)
• Probate Case Cover Sheet (Form PR‑160) – mandatory for probate matters
• Proof of service (SDSC PR‑001)
• Proposed order (for the judge to sign)

Step 7: Attend the Hearing

If no objections are filed, the court will approve the accounting and distribution at the hearing. We attend the hearing on your behalf.

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Part Five: Waiver of Accounting – A Faster Option

Statutory Authority – Probate Code § 10954

Under Probate Code § 10954, the court may waive the requirement for a formal accounting if all beneficiaries consent in writing.

When to Use a Waiver

If all beneficiaries are adults and agree, the personal representative can avoid preparing a detailed accounting by filing a Waiver of Accounting. The court will then approve the final distribution based on the inventory and the waiver.

How to Obtain a Waiver

1. Prepare a Waiver of Accounting form (no official Judicial Council form; we draft one).
2. Have each beneficiary sign the waiver, acknowledging that they have received a copy of the inventory and all receipts and disbursements (or that they waive their right to an accounting).
3. File the waivers with the Petition for Final Distribution.
4. The court approves distribution without reviewing a detailed accounting.

Strategic Note: The waiver of accounting is a powerful tool that saves significant time and expense. We prepare the waivers and ensure they are properly executed.

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Part Six: San Diego Superior Court – Local Procedures

Venue: Central Courthouse, 1100 Union St

All probate matters, including accountings and final distribution petitions, are now at the San Diego Superior Court Central Courthouse, 1100 Union Street, San Diego, CA 92101. The Hall of Justice (330 W Broadway) no longer handles probate matters.

Mandatory E‑Filing – Probate Local Rule 4.3.1

All probate documents must be e‑filed under San Diego Probate Local Rule 4.3.1. We handle the e‑filing for our clients.

Required Forms

Form	Purpose
GC‑400(SUM)	Summary of Account (mandatory)
GC‑405(SUM)	Attachment to Summary of Account (mandatory)
DE‑160	Inventory and Appraisal
PR‑160	Probate Case Cover Sheet (San Diego local – mandatory for probate cases)
SDSC PR‑001	Proof of Service (San Diego local)

Local Accounting Expectations

San Diego probate judges require:

• The GC‑400(SUM) and GC‑405(SUM) to be fully and accurately completed.
• Detailed schedules on pleading paper that match the summary totals.
• A comparison of the inventory values to the current values (for real estate not sold).
• A certification that all debts and taxes are paid.
• A proposed distribution that matches the inventory and accounting.

We prepare accountings that meet these expectations.

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Part Seven: Recent Legal Updates (2025‑2026)

AB 2016 – Small Estate Limits Increased

AB 2016 (effective April 1, 2025) raised the small estate real property limit to $750,000. For estates that qualify for small estate procedures, formal probate – and the accounting requirement – may be avoided entirely. We help families determine if small estate options apply.

AB 565 – Virtual Representation (Limited Impact)

AB 565 (effective January 1, 2026) allows virtual representation in trust proceedings. It does not apply to probate accountings. Beneficiaries must still be served with the accounting and petition.

2026 E‑Filing Updates

The San Diego Superior Court has updated its e‑filing portal. All documents must be submitted in PDF format with bookmarked exhibits. We ensure compliance with the latest technical requirements.

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Part Eight: Client Document Collection Checklist

If you are a personal representative preparing a final accounting, gather:

• Inventory and Appraisal (DE‑160)
• Bank and investment statements for the entire administration period
• Receipts for all payments (debts, taxes, fees, expenses)
• Sales contracts for real estate
• Tax returns (federal and state)
• List of all beneficiaries with addresses
• Waiver of Accounting forms (if beneficiaries agree)
• Proposed distribution schedule

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Frequently Asked Questions

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Contact Our San Diego Probate Accounting Lawyer

If you are a personal representative facing a final accounting or want to explore a waiver of accounting, contact Leeran S. Barzilai, A Prof. Law Corp. today. We help San Diego executors prepare accurate accountings using the mandatory GC‑400(SUM) forms, file petitions, and close estates efficiently.

Leeran S. Barzilai, A Prof. Law Corp.
4501 Mission Bay Dr. #3c
San Diego, CA 92109
(619) 436-7544

Call today for a free consultation. Let us help you complete your duties and distribute the estate.

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Sources:

• California Probate Code § 10900 (Accountings)
• California Probate Code § 10954 (Waiver of Accounting)
• Judicial Council Form GC‑400(SUM)
• San Diego Superior Court Probate Division Local Rules
• Assembly Bill 2016 (2025) – Small Estate Limits
• California Courts Self-Help – Probate

• California Trust Administration Lawyer: Guiding Trustees Through Their Duties
• Client’s Consent and Waivers
• Attorney-Client Agreement
• California Probate Bond Lawyer 2026: Waivers, Reductions & San Diego Court Procedures
• California Small Estate Probate Lawyer 2026: $184,500 Personal Property & $750,000 Real Property Limits

English Subpages

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1. Mandatory Summary of Account Forms – GC‑400(SUM) and GC‑405(SUM)

The probate accounting must include Judicial Council forms GC‑400(SUM) and GC‑405(SUM) . These forms provide the standardized summary of receipts, disbursements, and assets on hand. Filing without them will result in a probate note (rejection) from the San Diego court examiner. We prepare these forms accurately to avoid delays.

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2. Interim vs. Final Accountings – When Are They Required?

An interim accounting is not automatically required after one year; instead, any interested person may petition for one under Probate Code § 10950. San Diego courts may request a Status Report if the estate remains open beyond 12 months (or 18 months with a federal estate tax return). A final accounting closes the estate and must be filed with the Petition for Final Distribution.

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3. The One‑Year Status Report – Not a Full Accounting

If the estate remains open for more than 12 months (or 18 months for estates requiring a federal tax return), the San Diego Superior Court may request a Status Report. This is a short declaration explaining the delay and providing an estimated timeline. It is not a full accounting. We prepare these reports to keep the case active and avoid court‑ordered accounting.

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4. Preparing the Detailed Accounting Schedules

While the summary uses GC‑400(SUM) and GC‑405(SUM), the detailed schedules of receipts and disbursements are prepared on 28‑line pleading paper. We organize these schedules into clear categories: receipts, disbursements, assets on hand, comparison of inventory, and proposed distribution. Proper formatting ensures court approval without “probate notes.”

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5. Petition for Final Distribution – Custom‑Drafted (No Judicial Council Form)

There is no Judicial Council form for the Petition for Final Distribution. It must be custom‑drafted on pleading paper. We prepare the petition, attach the accounting schedules and mandatory summary forms, and ensure that all statutory requirements are met. The petition must request approval of the accounting and distribution of remaining assets.

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6. Waiver of Accounting Under Probate Code § 10954

Under Probate Code § 10954, all beneficiaries may waive the formal accounting. If every beneficiary signs a written waiver, the personal representative may file a petition for final distribution without a detailed accounting. This saves time and expense. We prepare the waiver forms and guide you through obtaining unanimous consent.

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7. San Diego Superior Court – E‑Filing and Required Cover Sheet

All probate accounting documents must be e‑filed at the San Diego Central Courthouse (1100 Union St) under Probate Local Rule 4.3.1. The mandatory cover sheet for probate matters is Form PR‑160 (Probate Case Cover Sheet). We handle e‑filing, ensure correct formatting, and attach the required proof of service.

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8. Serving the Accounting and Petition on Beneficiaries

You must serve the accounting, GC‑400(SUM) forms, and the petition on all beneficiaries at least 15 days before the hearing. Use certified mail to obtain proof. We prepare and file the proof of service using Form SDSC PR‑001. Proper service is essential to avoid objections or continuances.

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9. Responding to Probate Notes from the Court

If the court examiner finds errors or omissions, they will issue a “probate note.” We review the note, correct the accounting or petition, and resubmit the documents promptly. Our familiarity with San Diego probate procedures minimizes delays and ensures the case moves forward.

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10. Small Estates and Avoiding Probate Accounting (AB 2016)

AB 2016 (effective April 1, 2025) raised the small estate real property limit to $750,000. If the estate qualifies for small estate procedures, formal probate – and the accounting requirement – may be avoided entirely. We help San Diego families determine if they can use a spousal property petition, small estate affidavit, or real property petition instead.

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Chinese Subpages (中文)

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1. 强制性账目汇总表 – GC‑400(SUM) 与 GC‑405(SUM)

遗嘱认证账目必须包含司法委员会表格GC‑400(SUM)和GC‑405(SUM)。这些表格提供了收入、支出及剩余资产的标准化汇总。缺少这些表格将导致圣地亚哥法院审查员发出“遗嘱认证提示”并退回申请。我们准确准备这些表格以避免延误。

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2. 期中账目与期末账目 – 何时需要

期中账目并非自动在一年后需要；任何利害关系人可根据遗嘱认证法典第10950条申请期中账目。若遗产在12个月内（或需提交联邦遗产税申报表的18个月内）未结清，圣地亚哥法院可能要求提交情况报告。期末账目用于结清遗产，须与最终分配申请一并提交。

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3. 一年期情况报告 – 非完整账目

若遗产超过12个月（或需提交联邦遗产税申报表的超过18个月）仍未结清，圣地亚哥高等法院可能要求提交情况报告。这是一份简短声明，说明延误原因及预计完成时间，并非完整账目。我们准备此类报告以使案件保持活跃状态，避免法院强制要求提交正式账目。

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4. 准备详细的账目附表

虽然汇总使用GC‑400(SUM)和GC‑405(SUM)，详细的收支附表需在28行法律用纸上准备。我们将附表按类别清晰整理：收入、支出、剩余资产、财产清册比较及拟分配方案。规范格式可确保法院批准，避免“遗嘱认证提示”。

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5. 最终分配申请 – 自定义起草（无司法委员会表格）

最终分配申请没有司法委员会表格，必须自行起草于法律用纸上。我们准备申请文件，附上账目附表及强制性汇总表格，确保符合所有法定要求。申请中须请求法院批准账目及分配剩余资产。

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6. 依据《遗嘱认证法典》第10954条豁免账目

根据《遗嘱认证法典》第10954条，全体受益人可以豁免正式账目。若每位受益人签署书面豁免书，遗产管理人可直接提交最终分配申请，无需详细账目，从而节省时间与费用。我们准备豁免书，并协助取得全体一致同意。

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7. 圣地亚哥高等法院 – 电子归档与所需封面表

所有遗嘱认证账目文件必须在圣地亚哥中央法院（1100 Union St）依据遗嘱认证本地规则4.3.1进行电子归档。遗嘱认证案件强制使用的封面表为表格PR‑160。我们处理电子归档、确保格式正确并附上所需的送达证明。

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8. 向受益人送达账目与申请

您必须在听证前至少15天将账目、GC‑400(SUM)表格及申请送达所有受益人。建议使用挂号信获取送达证明。我们准备并提交使用表格SDSC PR‑001的送达证明。妥善送达是避免异议或延期的重要环节。

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9. 回应法院的“遗嘱认证提示”

若法院审查员发现错误或遗漏，将发出“遗嘱认证提示”。我们查看提示、修正账目或申请，并及时重新提交。我们熟悉圣地亚哥遗嘱认证程序，可最大限度减少延误，推动案件顺利进行。

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10. 小额遗产与避免遗嘱认证账目（AB 2016）

AB 2016（2025年4月1日生效）将不动产小额遗产申请限额提高至75万美元。若遗产符合小额遗产程序，则可完全避免正式遗嘱认证及账目要求。我们协助圣地亚哥家庭判断是否适用配偶财产申请、小额遗产宣誓书或不动产申请等替代方式。

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Hebrew Subpages (עברית)

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1. טפסי סיכום החשבון החובה – GC‑400(SUM) ו‑GC‑405(SUM)

חשבון הירושות חייב לכלול את טפסי הרשות השיפוטית GC‑400(SUM) ו‑GC‑405(SUM) . טפסים אלה מספקים סיכום תקני של הכנסות, הוצאות ונכסים שנותרו. הגשה ללא טפסים אלה תביא להערת פקיד בית המשפט (“Probate Note”) ולדחיית הבקשה. אנו מכינים טפסים אלה במדויק כדי למנוע עיכובים.

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2. חשבון ביניים לעומת חשבון סופי – מתי הם נדרשים?

חשבון ביניים אינו נדרש אוטומטית לאחר שנה; כל אדם בעל עניין רשאי לבקשו לפי חוק הירושות § 10950. בתי המשפט בסן דייגו רשאים לבקש דיווח מצב (Status Report) אם העיזבון לא נסגר תוך 12 חודשים (או 18 חודשים אם נדרש דו”ח מס עיזבון פדרלי). החשבון הסופי סוגר את העיזבון ויש להגישו יחד עם הבקשה לחלוקה סופית.

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3. דיווח מצב לשנה – לא חשבון מלא

אם העיזבון נותר פתוח מעל 12 חודשים (או 18 חודשים במקרים הדורשים דו”ח מס פדרלי), בית המשפט המחוזי בסן דייגו רשאי לבקש דיווח מצב. מדובר בהצהרה קצרה המסבירה את העיכוב ונותנת הערכה למועד הסיום. זה אינו חשבון מלא. אנו מכינים דיווחים אלה כדי לשמור על התיק פעיל ולהימנע מחיוב בחשבון מלא.

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4. הכנת נספחי החשבון המפורטים

בעוד שסיכום החשבון נעשה באמצעות GC‑400(SUM) ו‑GC‑405(SUM), הנספחים המפורטים של הכנסות והוצאות מוכנים על נייר פלידינג (28 שורות). אנו מארגנים נספחים אלה בקטגוריות ברורות: הכנסות, הוצאות, נכסים שנותרו, השוואה למלאי והצעת חלוקה. תבנית נכונה מבטיחה אישור בית המשפט ללא הערות פקיד.

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5. בקשה לחלוקה סופית – מנוסחת באופן אישי (אין טופס Judicial Council)

אין טופס של הרשות השיפוטית לבקשה לחלוקה סופית; יש לנסחה על נייר פלידינג. אנו מכינים את הבקשה, מצרפים את נספחי החשבון ואת טפסי הסיכום החובה, ומוודאים עמידה בכל הדרישות החוקיות. הבקשה חייבת לבקש אישור החשבון והעברת הנכסים ליורשים.

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6. ויתור על חשבון לפי חוק הירושות § 10954

לפי חוק הירושות § 10954, כל המוטבים רשאים לוותר על החשבון המפורט. אם כל מוטב חותם על ויתור בכתב, מנהל העיזבון רשאי להגיש בקשה לחלוקה סופית ללא חשבון מפורט. פעולה זו חוסכת זמן ועלויות. אנו מכינים את טופסי הויתור ומסייעים בהשגת הסכמה פה אחד.

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7. בית המשפט המחוזי בסן דייגו – הגשה אלקטרונית וטופס הכיסוי הנדרש

יש להגיש את כל מסמכי חשבון הירושות באופן אלקטרוני בבית המשפט המרכזי בסן דייגו (1100 Union St) לפי תקנה מקומית 4.3.1. טופס הכיסוי החובה לנושאי ירושה הוא טופס PR‑160. אנו מטפלים בהגשה האלקטרונית, מקפידים על עיצוב נכון ומצרפים את אישור המסירה הנדרש.

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8. מסירת החשבון והבקשה ליורשים

יש למסור את החשבון, טפסי GC‑400(SUM) והבקשה לכל היורשים לפחות 15 יום לפני מועד הדיון. מומלץ להשתמש בדואר רשום כדי להשיג הוכחת מסירה. אנו מכינים ומגישים את הוכחת המסירה באמצעות טופס SDSC PR‑001. מסירה תקינה חיונית למניעת התנגדויות או דחיות.

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9. תגובה להערות פקיד בית המשפט (Probate Notes)

אם פקיד בית המשפט מוצא טעויות או חסרים, הוא יוציא “הערת פקיד” (probate note). אנו בוחנים את ההערה, מתקנים את החשבון או הבקשה ומגישים מחדש בהקדם. היכרותנו עם נהלי בית המשפט בסן דייגו ממזערת עיכובים ומסייעת לקידום התיק.

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10. עיזבונות קטנים והימנעות מחשבון ירושה (AB 2016)

AB 2016 (תוקף 1 באפריל 2025) העלה את תקרת העיזבון הקטן למקרקעין ל‑750,000 דולר. אם העיזבון עומד בתנאים להליך מקוצר, ניתן להימנע לחלוטין מצו ירושה מלא – ובכך גם מחשבון ירושה. אנו מסייעים למשפחות בסן דייגו לבחון אפשרויות של בקשה לרכוש בן/בת זוג, הצהרת עיזבון קטן או בקשה למקרקעין.