IN THE MATTER OF CHERYL ANN BRADLEY

March 16, 2026 Dept. 9 Probate Tentative Rulings

3. 25PR0112 IN THE MATTER OF CHERYL ANN BRADLEY Final Distribution

Letters of Administration/Letters Testamentary were issued on July 7, 2025, granting Petitioner full authority under the Independent Administration of Estates Act.

A Final Inventory and Appraisal was filed on February 4, 2026. At the time the inventory and appraisal is filed, you must also file a change of ownership statement with the county recorder or assessor in each county where the decedent owned real property at the time of death, as provided in section 480 of the California Revenue and Taxation Code.

Proof of Service of Notice of the hearing on the Petition to any beneficiaries is not required, pursuant to Probate Code § 1201. A request for special notice was filed by the Internal Revenue Service in this proceeding, but there is no proof of service of notice to the IRS of the Petition.

The proposed distribution of the estate is 50 percent to Petitioner and 50 percent to Petitioner as trustee of a Special Needs Trust that was established by the Will of decedent.

The Petition complies with Local Rule 10.07.12. The Petition requests:

1. The administration of the estate be brought to a close;

2. The First and Final Account filed with the Petition be settled, allowed and approved;

3. All acts, transactions and proceedings of Petitioner be ratified, confirmed and approved;

4. The Administrator be authorized to pay statutory attorney fees in the amount of $10,510.01;

5. The Administrator be authorized to pay himself statutory compensation in the amount of $10,510.01, and to reimburse himself $19,022.20 for costs advanced to the estate;

6. Approval of distribution of the estate to the persons entitled to it pursuant to the Petition for Final Distribution;

7. Distribution of the estate in Petitioner’s hands and any other property of the estate not now known or later discovered be distributed to the beneficiaries as set forth in the Petition;

8. The Administrator be authorized to retain $5,000 in closing expenses and to pay liabilities, and to deliver the unused part to the beneficiaries of the estate without further court order after closing expenses have been paid;