Cal. R. 7.250

As amended through September 20, 2024

Rule 7.250 - Report of actions taken under the Independent Administration of Estates Act

(a) Report required

In any accounting, report, petition for preliminary distribution, or petition for final distribution, the petitioner must list and describe all actions taken without prior court approval under the Independent Administration of Estates Act (IAEA) if notice of the proposed action was required. The description of the action must include the following:

(1) The nature of the action;

(2) When the action was taken;

(3) A statement of when and to whom notice was given;

(4) Whether notice was waived, and if so, by whom; and

(5) Whether any objections were received.

(b) Actions reported in previous reports

An action taken under the IAEA that was (1) properly listed and described in a prior accounting, report, or petition for distribution, and (2) approved by the court, need not be listed and described in a subsequent account, report, or petition for distribution.

Cal. R. Ct. 7.250

Rule 7.250 amended effective 9/1/2023; amended effective 1/1/2007; adopted effective 1/1/2000; previously amended effective 1/1/2002.