Matter of The Maria Gutierrez Trust

without court approval. This is not a accurate allegation, because the personal representative obviously sold several parcels of real property and there are no confirmations of those sales by this Court, because the personal representative did not request court conformations of those sales. Even if the sales were properly listed at paragraph 17, a Final Report is not complete without escrow statements from the sale of real property. This is because allegations in the petition must include all actions taken under IAEA, including: sales, purchases, or exchanges of assets (CRC, Rule 7.550(b)(2)) changes in the form of assets (CRC, Rule 7.550(b)(3)) assets on hand (CRC, Rule 7.550(b)(4)) whether the estate is solvent (CRC, Rule 7.550(b)(5)) detailed schedules of receipts and gains or losses on sale, IF an amount other than the amount of the Inventory and Appraisal is used as a basis for calculating fees or commissions (CRC, Rule 7.550(b)(6)) a list of costs of administration, IF reimbursement of administration costs is requested (CRC, Rule 7.550(b)(7)) a list of the amount of any fees or commissions paid or to be paid (CRC, Rule 7.550(b)(8)), and the calculation of such fees or commissions as described in CRC, Rule 7.705(b) (CRC, Rule 7.550(b)(9)) Thus, the requirements of Rule 7.550(b) mandate an escrow statement for any sale of real property be submitted in support of the final report.

Tentative Ruling: Matter of The Maria Gutierrez Trust Tentative Ruling: Matter of The Maria Gutierrez Trust Case Number

Case Type Trust Hearing Date / Time Wed, 11/22/2023 - 08:30 Nature of Proceedings Review Hearing Tentative Ruling Probate Notes: Appearances required.

Tentative Ruling: Matter of The Maria Gutierrez Trust Tentative Ruling: Matter of The Maria Gutierrez Trust Case Number

Case Type Trust Hearing Date / Time Wed, 11/08/2023 - 08:30 Nature of Proceedings Hearing re: Court Ruling Tentative Ruling Probate Notes: Appearances required.