California Probate Code 17402 – The petition for transfer shall set forth all of the …
The petition for transfer shall set forth all of the following:
(a) The names and places of residence of the following:
Terms Used In California Probate Code 17402
- Jurisdiction: (1) The legal authority of a court to hear and decide a case. Concurrent jurisdiction exists when two courts have simultaneous responsibility for the same case. (2) The geographic area over which the court has authority to decide cases.
- Property: means anything that may be the subject of ownership and includes both real and personal property and any interest therein. See California Probate Code 62
- State: includes any state of the United States, the District of Columbia, the Commonwealth of Puerto Rico, and any territory or possession subject to the legislative authority of the United States. See California Probate Code 74
- Trust: includes the following:
California Probate Code 82
- Trustee: includes an original, additional, or successor trustee, whether or not appointed or confirmed by a court. See California Probate Code 84
- Trustee: A person or institution holding and administering property in trust.
- Will: includes codicil and any testamentary instrument which merely appoints an executor or revokes or revises another will. See California Probate Code 88
(1) The trustee administering the trust in this state.
(2) The trustee, including any domiciliary trustee, who will administer the trust or trust property in the other jurisdiction.
(b) The names, ages, and places of residence of the living beneficiaries, as far as known to the petitioner.
(c) Whether the trustee who will administer the trust in the other jurisdiction has agreed to accept the trust. If so, the acceptance or a copy shall be attached as an exhibit to the petition or otherwise filed with the court.
(d) A general statement of the qualifications of the trustee who will administer the trust in the other jurisdiction and the amount of fiduciary bond, if any. If the trustee is an individual, the statement shall include the trustee’s age.
(e) A general statement of the nature and value of the property of any trust of the same settlor being administered in the other jurisdiction by the trustee who will administer the trust in the other jurisdiction.
(f) The name of the court, if any, having jurisdiction of the trustee in the other jurisdiction or of its accounts or in which a proceeding may be had with respect to administration of the trust or the trustee’s accounts.
(g) A statement of the character, condition, location, and value of the trust property sought to be transferred.
(h) Whether there is any pending civil action in this state against the trustee arising out of the administration of the trust sought to be transferred.
(i) A statement of the reasons for the transfer.
(Enacted by Stats. 1990, Ch. 79.)