Free Graduated Filing Fee Schedule - California

ATTORNEY OR PARTY WITHOUT ATTORNEY (NAME, ADDRESS, PHONE)

FOR COURT USE ONLY

Attorney for:

SUPERIOR COURT OF CALIFORNIA, COUNTY OF SAN JOAQUIN
Street Address: 222 E. Weber Ave., Courthouse, Room 303 City, State & Zip: Stockton, CA 95202-2709

ESTATE OF:

Decedent. CASE NUMBER

PROBATE GRADUATED FILING FEE SCHEDULE
(For estates filed after August 18, 2003) CRC 7.151, 7.552

WITH REGARD TO THE FIRST-FILED PETITION FOR PROBATE IN THIS PROCEEDING, PLEASE LIST:
NAME OF EACH PETITIONER _________________________ _________________________ DATE PETITION ESTIMATED VALUE OF ESTATE AMOUNT OF FILING FEE PAID FILED (as shown on item 3 of Petition) __________ __________ $_________________________ $_________________________ $____________________ $____________________

FOR EACH FILED PARTIAL, SUPPLEMENTAL, FINAL, OR CORRECTED INVENTORY AND APPRAISAL PLEASE LIST:
TYPE OF I&A FILED DATED FILED TOTAL ACTUAL APPRAISED VALUE OF ASSETS

_____________________ _____________________ _____________________ _____________________

_______________ _______________ _______________ _______________

$__________________ $__________________ $__________________ $__________________

CHANGES IN APPRAISED VALUE OF ASSETS
(TOTAL ACTUAL APPRAISED VALUE OF ALL ASSETS ON ALL INVENTORIES FILED IN THIS PROCEEDING AS ADJUSTED FOR ANY CHANGES ON CORRECTED INVENTORY AND APPRAISALS)

$__________________

THE COMBINED TOTAL APPRAISED VALUE OF THE ESTATE: $_______________

CORRECTED FILING FEE:
Calculate this amount by finding the total filing fee from the following schedule that would have been payable under Government Code §26827, as amended effective on the date the first-filed Petition for Probate was filed in the proceeding, if the total actual appraised value of the estate had been used as the estimated value for filing fee purposes.

$_______________

AMOUNT OF CORRECTED FILING FEE:

$________________

Note ­ This Form has not yet been adopted by Local Rule, and therefore the form itself is not required. This form is being provided as a courtesy only, and the use thereof will not guarantee approval of your matter.

ESTIMATED FILING FEE:
This is the amount paid upon filing the first-filed Petition for Probate in this proceeding.

$________________

IF THE AMOUNT OF THE CORRECTED FILING FEE IS LARGER THAN THE AMOUNT OF THE ESTIMATED FILING FEE, ENTER THE DIFFERENCE AND PAY THIS AMOUNT TO THE CLERK OF THE COURT $_______________
A copy of this form along with the clerk's receipt should be attached as an exhibit to your final account or report.

IF THE AMOUNT OF THE ESTIMATED FILING FEE IS MORE THAN THE CORRECTED FILING FEE, ENTER THE DIFFERENCE. $________________ REPORT THE REFUND DUE IN THE PETITION FOR FINAL DISTRIBUTION AND INCLUDE THE REFUND IN THE PROPOSED ORDER. AFTER THE COURT SIGNS THE ORDER, IT WILL BE ROUTED TO FISCAL SERVICES FOR ISSUANCE OF THE REFUND.
NOTE: The personal representative must not apply for a discharge while an application for refund of filing fee is pending and before the court's refund payment is received unless the personal representative is authorized to retain a reserve against closing expenses that expressly is to include the court's refund payment after the personal representative's discharge.

IF FILING FEE REIMBURSEMENTS HAVE BEEN MADE TO AN UNSUCCESSFUL PRIOR PETITIONER PER CALIFORNIA RULES OF COURT 7.151, INDICATE: A) The amount of each payment

B)

The date each payment was made; and

C)

The name, address, and telephone number of the payee and of any attorney of record for the payee in the proceeding.

Date: ________________________

____________________________________________ Attorney for

Note ­ This Form has not yet been adopted by Local Rule, and therefore the form itself is not required. This form is being provided as a courtesy only, and the use thereof will not guarantee approval of your matter.