The informational video on our main page on this topic makes reference to a packet of documents – the contents of that document “packet” are provided below.

These forms are provided as a courtesy, and you must be sure to confirm the forms are the most recent version available.

Forms filed with the Superior Court are mostly available on the Judicial Council website (click link to access). 

County Tax Assessor forms are available for download on the County Assessor website (click link to access).

Superior Court Filing Fee

If you want to ask the court to waive your Superior Court filing fees for any of the procedures described in the information video, you can use forms:
FW-001 Request to Waive Court Fees (click to download form) and
FW-003 – Order on Fee Waiver (click link to download form)

Forms Described in Video

Please note: There is no procedure which will require all of these forms.  This is the complete set given by Ms. Dodds in her video – if the procedures she describes in her video are appropriate for you, you will need some of these documents.

1. Blank Affidavit – Death of Joint Tenant (click to access form)

   The same attorney who prepared our instructional video on summary probate procedures also prepared a video on this common form.

   The video is accessible via this link.

2. Chart of Relationships (click link to review)

3. Consanguinity chart (click link to review)

4. CA Intestate Succession Summary (click link to review)

5. Blank Affidavit – Surviving Spouse or Domestic Partner (click link to access form)

      
    Instructions to complete the form are  accessible as well (click to review).

6. Affidavit for Collection of Personal Property Under Probate Code § 13100 – Click this link to access an editable form

7. DE-160 – Inventory and Appraisal partly filled for Kern County (click link to access form)

8. Change In Ownership Statement – Death of Real Property Owner (click link to access form)
    
9. DE-161 – Inventory and Appraisal Attachment (click link to access form)
    
10. DE 305 Affidavit re Real Property of Small Value (click link to access form)

11. Recording Cover Sheet Affidavit Small Value (click link to access form)

12. Preliminary Change of Ownership Report (click link to access form)

13. DE – 310 Petition to Determine Succession to Primary Residence (click link to access form)

14. DE-120 – Notice of Hearing – Decedent’s Estate or Trust (click link to access form)

15. VERIFIED SUPPLEMENT (click link to access template)

           You can review instructions on the use of the Verified Supplement on our page about Probate notes (click link to access page)

16. DE-315 – Order Determining Succession to Primary Residence (click link to access form)
     
17. Recording Cover Sheet for Order Determining Succession (click link to access form)

18. DE-221 – Spousal or Domestic Partner Property Petition (click link to access form)

19. Attachment 7 for Spousal Property Petition (click link to access attachment template)

20. Index To Spousal Property Petition (click to access Index template)

21. DE-226 – Spousal or Domestic Partner Property Order (click link to access form)

22. Recording Cover Sheet Spousal Order (click link to access form)

23. DE-131 – Proof of Subscribing Witness (click link to access form)

24. DE-135 – Proof of Holographic Instrument (click link to access form)

25. Assignment of Interest in Estate (click link to download template)

26. KERN County Form BOE-19-G (click link to access)

     

27. KERN County Form BOE-19-P (click link to access)

     

28. KERN County Form BOE-58-AH (click link to access)

29. KERN County Form BOE-58-G (click link to access)

     

30. Declaration of Diligent Search and Request to Dispense With Notice (click link to access)

31. DE-300 – Maximum Values for Small Estate Set-Aside & Disposition of Estate Without Administration (click link to access form)