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• Amounts receivable secured under mortgages or security agreements : the date of the obligation , the identity of the obligor , the original principal balance , and the record book and page number or other filing or recording reference .
• Rights of Action : a brief description of the nature of the action , the style of the action , the name of the court in which the action is pending , and the court ’ s case number .
• Bank Accounts : the name and location of the savings and loan association , brokerage firm , or other financial institution ; the type of account ; the account number ; the principal balance or value ; and in the case of a brokerage account , a description of the assets held .
• Vehicles and Boats : year , make / model , and serial number . Finally , each item of tangible personal property must be separately described if it is valued at more than $ 500 or specifically devised . Said Administrative Order S-2021-078 provides great information for the requirements of describing real and personal property in a probate pleading such as an estate inventory or a petition and order for summary administration .
Probate , guardianship and trust attorneys welcome the creation of Division B and Judge Pomponio to the Division , and are encouraged to review administrative orders S-2021-074 , S-2021-075 , S-2021- 076 , S-2021-077 and S-2021-078 . n
Author : Elaine N . McGinnis - Law Office of Elaine McGinnis , P . A .
M a r - a p r 2 0 2 2 | H C B a L a W Y E r
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