Example: barber

Probate And Fiduciary Bond Application

Probate And Fiduciary bond Application SUBMISSION INSTRUCTIONS: 1) Included here are the bond form (for filing with the court) and the bond Application . The applicant must sign the bond form. The signature line is three quarters of the way down the first page and has "principal" written underneath. The Application is a two page document. You must complete both pages including signing the very bottom line under the indemnity portion. If there is going to be more than one person appointed, both people need to complete separate applications but need to sign the same bond form.

Probate And Fiduciary Bond Application SUBMISSION INSTRUCTIONS: 1) Included here are the bond form (for filing with the court) and the bond application.

Tags:

  Applications, Bond, Probate, Fiduciary, Probate and fiduciary bond application

Information

Domain:

Source:

Link to this page:

Please notify us if you found a problem with this document:

Other abuse

Transcription of Probate And Fiduciary Bond Application

1 Probate And Fiduciary bond Application SUBMISSION INSTRUCTIONS: 1) Included here are the bond form (for filing with the court) and the bond Application . The applicant must sign the bond form. The signature line is three quarters of the way down the first page and has "principal" written underneath. The Application is a two page document. You must complete both pages including signing the very bottom line under the indemnity portion. If there is going to be more than one person appointed, both people need to complete separate applications but need to sign the same bond form.

2 There are multiple principal lines on the bond form to accommodate this. Please save the original bond form as we may request it be mailed to us for court processing. 2) Please fill out the form completely. 3) Please read our Privacy Policy at: 4) Use one of the following options to send your Application to bond Services: a) Email your Application to the location nearest you below. b) Fax your Application to nearest you below. 5) We will respond to your request Monday Friday within 24 hours of receiving your Application . If you have any other questions, please feel free to contact us at the location nearest you: San Diego Orange County Los Angeles 401 West A St.

3 #2230 2700 N. Main St. #1105 523 West 6th St. #242. San Diego, CA 92101 Santa Ana, CA 92705 Los Angeles, CA 90014. Phone: (619) 231-9522 Phone: (888) 558-3007 Phone: (213) 628-2970. Fax: (619) 231-9545 Fax: (714) 558-8297 Fax: (213) 628-2977. Inland Empire San Jose Bay Area / Concord 290 W. Orange Show Rd. #109 55 South Market St. #1060 724 Ferry St. San Bernardino, CA 92408 San Jose, CA 95113 Martinez, CA 94553. Phone: (909) 890-1409 Phone: (408) 998-5056 Phone: (925) 370-2330. Fax: (909) 890-4282 Fax: (408) 279-3160 Fax: (925) 370-2339. Sacramento Texas Arizona 7221 South Land Park Dr.

4 300 Burnett Street #127 20325 N. 51st Ave., #134. Sacramento, CA 95831 Fort Worth, TX 76102 Glendale, AZ 85308. Phone: (916) 424-0435 Phone: (817) 509-1511 Phone: (623) 362-0601. Fax: (916) 424-0437 Fax: (817) 796-2637 Fax: (623) 362-2218. IN THE SUPERIOR COURT OF THE STATE OF CALIFORNIA bond NO. _____. IN AND FOR COUNTY OF_____. IN THE MATTER OF. Case Number All Papers and notices may be served at bond upon Qualifying Additional bond Premium: Per Annum _____. KNOWN ALL MEN BY THESE PRESENTS: That we, _____ as Principal, and the _____ as Surety, are held and firmly bound unto _____.

5 In the sum of _____dollars($_____) for which payment, well and truly be made, we bind ourselves, our heirs, executors, successors, and assigns jointly and severally, firmly by these presents. THE CONDITION OF THE ABOVE OBLIGATION IS SUCH THAT, WHEREAS, an order was duly made and entered by the Superior Court of the State of California, for the County of _____ on _____. Appointing the above Principal _____ of the estate of _____ and directing that letters be issued upon executing a bond according to law in the sum above named. Directing the said Principal to execute an additional bond according to law in the sum above named.

6 NOW, THEREFORE, if the said Principal shall faithfully execute the duties of the trust according to law, then this obligation shall be void, otherwise to remain in full force and effect. Signed and dated at_____ California on _____. (Place) (Date). _____ _____. (Principal) (Principal). IN WITNESS WHEREOF, The corporate seal and name of said Surety Company is hereto affixed and attested by _____, who declares under penalty of perjury that he is duly authorized Attorney-in- Fact acting under an unrevoked power of attorney on file with the Clerk of the County in which above entitled Court is located.

7 By: _____. Attorney-in-Fact Probate & Fiduciary bond Application Type of bond : _____ bond No: _____. Amount: _____. Hearing Date: _____ Case No: _____. Estate Name: _____. Name: _____ Tel. #: _____. Address: _____ Mobile #: _____. City: _____ State: _____ Zip: _____ Email: _____. Social Security No. _____ Driver's License #: _____ State: _____. Annual Income: _____ Your Net Worth: _____ Date of Birth: _____. Employer/Retired: _____ Position/Previous Position: _____. Address: _____ City: _____ State: _____ Zip: _____. Tel # ( ____ ) _____ Length of Employment: _____.

8 Do you own a home? _____ Rent? _____ Other: _____. Have you ever taken possession of any of the estate's assets? _____. Has there been a prior bond filed in this estate before?_____. What is your relationship to Decedent/Conservatee/Minor: _____. What is your share of this estate (Decedent's estate only): _____. Have you had a criminal conviction? _____ Lost a civil judgment? _____. If yes, explain: _____. Have you or your spouse filed personal bankruptcy? _____ If yes, when? _____. Are you indebted to Decedent/Conservatee? _____ If yes, amount $: _____.

9 ESTATE INFORMATION. Name of Decedent/Conservatee/Minor: _____. Date of Birth of Conservatee/Minor: _____. Estate Cash: _____ Securities: _____ Real Property: _____. Other Assets: _____ Annual Income (All Sources) $: _____. Bank where ESTATE ACCOUNT will be opened: _____. City: _____ State: _____ Zip Code: _____. Where will securities be kept? _____. (Safe deposit box, Brokerage Including Name & Address). Does estate contain an ongoing business? _____ If yes, name: _____. Type: _____ Will it be continued? _____. If yes, do you understand you must have a court order to continue business?

10 _____. ATTORNEY INFORMATION. Attorney handling this case: _____ Law Firm: Phone: _____ Fax: _____ Email: _____. Address: _____. City: _____ State: _____ Zip code: _____. Do you understand that the first year's bond premium is not refundable? _____. Do you understand all increases and reductions of the bond must be ordered by the court? _____. Do you understand the bond is in effect until a final discharge is signed by the judge and a copy delivered to the surety? ____. Do you understand the bond premium is to be paid annually? _____. Do you understand you must retain an attorney throughout the administration of this estate?


Related search queries