Waiver of Accounting and Final DistributionCal. Super. - 2nd Dist.February 7, 2018123 Judge SUPERIOR COURT OF CALIFORNIA, TENTATIVE RULINGS EVENT DATE: EVENT TIME: OXNARD DIVISION September 25, 2018 09/27/2018 09:00:00 AM DEPT.: J6 COUNTY OF VENTURA JUDICIAL OFFICER: Glen Reiser CASE NUM: CASE CATEGORY: EVENT TYPE: CASE TITLE: CASE TYPE:Probate Letters Of Special Administration 56-2018-00507754-PR-LS-OXN IN THE MATTER OF MICHELLE LU Waiver of Accounting and Final Distribution - Final Report and Petition for Distribution on Waiver of CAUSAL DOCUMENT/DATE FILED: Petition on Waiver of Accounting, 08/17/2018 stolo There needs to be an adjustment in calculable fee base. Unrealized gain (including asset appreciation pendente lite) does not increase fee base beyond the date of death inventory/appraisal values. The statutory fee based upon the inventory/appraisal alone would be $11,438.54. Were any of the securities identified in the inventory/appraisal sold during administration ? If so, what are those gains or losses ? (CRC 7.705.) Were there statutory receipts in the form of dividends associated with the securities paid during administration ? (Id.) Please itemize the $976 in "publications" to be reimbursed. The intestate heirs each receive one-half of the estate residue, rather than collectively as suggested in paragraph 15 of the petition. Upon clarification/adjustment as discussed above, accept waivers. Approve petition and report. Administrator waives statutory commission. Approve statutory attorney fee to Mr. Hong as recalculated at inventory/appraisal, plus statutory receipts, plus statutory gains on actual sales, less statutory losses. The proposed distribution of the estate residue equally between decedent's parents, Yeong Chang Lu and Hsiu Ling Lu, is consistent with the laws of intestate succession. gmr TENTATIVE RULINGS Page: 1
