Probate Calendar Notes
Probate calendar notes are summaries of the probate petition prepared by the examiner. The Probate Examiner provides the notes to the probate judge after reviewing the filed paperwork. The judge will review the notes to learn information about case, identify filed objections, and consider the deficiencies identified in the petition by the probate examiner. The probate examiner’s notes are presented as separate questions. For example, the examiner’s notes will start with a question or statement such as “Need” or “Needed.” This article provides additional information that will help you understand the examiner’s notations. Information requested by the examiner must be provided or clarified before the judge hears the matter. In this regard, the petition must be amended or supplemented to address the examiner’s notes.
You can contact the probate examiner if you have any questions about the probate calendar notes. Go to the local court’s website to obtain the probate examiner’s contact information. Most probate examiners can be contacted via email. You can also request a continuance of your hearing date to allow more time to address the examiner’s questions and concerns. Local courts also post calendar notes online for viewing anywhere from one to five days before the hearing. You may be able to obtain a copy of the probate notes at the hearing. Request a continuance of the hearing to address any notes.
How to Respond to Probate Examiner Notes
A written response must be provided to the court for any items listed on probate calendar notes as “Needed.” The response must address the specific response that is “Needed” along with the requested document. Check the local court website to see if you need to file the response on a local court form. Submitting an answer on pleading paper is usually the standard process. This response is known as a Supplement. Once the Supplement is complete, file the original with the court and submit two copies along with the filing as well.
If you made an error on your petition, file a Supplement to the petition addressing your mistake. Keep in mind, you must provide notice to all interested parties of the supplement to petition.
Contact us for more information on how to fix your probate calendar notes. We have successfully helped thousands of people complete California probate without hiring an attorney. Our probate services are affordable and are always quoted on a flat-fee basis. Take control of your legal costs and contact our office today at 800-747-2780.