Estate of Shepard

April 6, 2026 Dept. 9 Probate Tentative Rulings

10. 25PR0144 ESTATE OF SHEPARD Final Distribution

Letters of Administration/Letters Testamentary were issued on June 30, 2025, granting Petitioner full authority under the Independent Administration of Estates Act.

A Final Inventory and Appraisal was filed on January 9, 2026.

Proof of Service of Notice of the hearing on the Petition was filed on March 4, 2026. No one has filed a request for special notice in this proceeding.

The proposed distribution of the estate is to the trustee of the 2016 Shepard Family Trust, pursuant to the terms of decedent’s Will.

The Petition complies with Local Rule 10.07.12. Petitioner’s counsel has waived statutory attorney fees.

The Petition requests:

1. The administration of the estate be brought to a close;

2. The First and Final Account filed with the Petition be settled, allowed and approved;

3. All acts, transactions and proceedings of the Administrator be ratified, confirmed and approved;

4. That waiver of statutory compensation to the personal representative and Petitioner’s counsel be approved;

5. Distribution of the estate in Petitioner’s hands and any other property of the estate not now known or later discovered be distributed to the beneficiaries as set forth in the Petition;

6. Upon filing of receipts and the Ex Parte Petition for Discharge, Petitioner may be discharged and released from all liability that may be incurred thereafter.

TENTATIVE RULING #10: ABSENT OBJECTION THE PETITION IS GRANTED AS REQUESTED. ANY PERSON WHO HAS AN OBJECTION MAY MAKE IT ANY TIME, EVEN ORALLY AT THE HEARING (PROBATE CODE § 1043). A STATUS OF ADMINISTRATION HEARING IS SET FOR 8:30 A.M. ON MONDAY, APRIL 5, 2027, IN DEPARTMENT NINE. PETITIONER OR COUNSEL ARE ORDERED TO PERSONALLY APPEAR, OR FILE A STATUS UPDATE WITH THE COURT AT LEAST TWO WEEKS BEFORE THAT HEARING.

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