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Get Ca Pr009 2020-2026
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How to fill out the CA PR009 online
Filling out the CA PR009 form online can streamline the process of managing small estate claims in California. This guide will provide you with clear steps to navigate the form effectively.
Follow the steps to complete the CA PR009 form online.
- Click ‘Get Form’ button to access the form and open it in the online editor.
- Provide the full name of the decedent in the designated field. Ensure the name matches the certified copy of the death certificate attached.
- Enter the date of the decedent's death. This should be the exact date as it appears on the death certificate.
- Specify the County in California where the decedent passed away by selecting from the dropdown menu or typing it in.
- Confirm that at least 40 days have elapsed since the death of the decedent by checking the relevant box.
- Indicate the status of estate proceedings by choosing either option (a) or (b). If there is a personal representative, ensure their written consent is available.
- Enter the current gross fair market value of the decedent’s property in California, confirming it does not exceed $166,250.
- Select whether an Inventory and Appraisal is attached or if there is no real property in the estate.
- Describe the property that is to be paid, transferred, or delivered to you. Use additional sheets if necessary for detailed descriptions.
- List the successor(s) of the decedent as defined by Probate Code §13006. Include all relevant names.
- Indicate if you are a successor or authorized to act on behalf of the successors. Check the appropriate box.
- Confirm that no other person holds a superior right to the decedent’s interest in the described property.
- Request the described property to be paid, delivered, or transferred to you.
- Sign and print your name in the designated fields, ensuring that the declaration under penalty of perjury is acknowledged.
- Attach a certified copy of the death certificate and, if applicable, a completed Inventory and Appraisal (Probate Form DE-160, DE-161).
- Have the affidavit notarized before submitting it.
- Save your changes, then download, print, or share the completed form as needed.
Ensure a smooth filing process — complete your CA PR009 form online today.
Code §§ 13100-13116, the person(s) entitled to the property may present a Small Estate Affidavit, commonly known as an Affidavit for Collection of Personal Property, to the person or institution having custody of the property, requesting that the property be delivered or transferred to the successor.
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