Palmer Rodak & Associates
Palmer Rodak & Associates
Certified Family Law Specialists State Bar of California Board of Legal SpecializationServing your Community for 19 Years
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What is a probate referee?

Several responsibilities come with being named the personal representative or the executor of an estate on Oceanside, many of which you are likely not familiar with. One of these may be to appraise the value of all of the estate’s non-monetary assets. Fortunately, the probate court has resources in place to help with this process. All estates that go through probate in California must be valued by a probate referee.

A probate referee will coordinate with you to determine which non-cash assets must be appraised. These can include:

  •          Real estate
  •          Collectibles
  •          Business holdings
  •          Stocks, bonds and other investment
  •          Furniture and appliances
  •          Vehicles

After he or she is done with the appraisal, he or she must attest to it having been impartially to the best of his or her abilities, and then file an Inventory and Appraisal Form DE-160 with the court. A probate referee’s services are paid from the estate’s assets, with his or her fees not exceeding $100,000.

Typically, a county will employ its own probate referee. This person is typically either an attorney or a Certified Public Accountant. However, according to Section 8921 of the California Probate Code, you can request that a person of your own choosing be appointed to be the referee of the estate you are administering. You simply must show that the person has recent experience in appraising the same properties that will be valued in your proceeding, or that he or she will be making similar appraisals in another proceeding.

You can also request that the first probate referee appointed by the court be removed from the position without cause. After that, if you a subsequent referee removed, you have to show cause that he or she has demonstrated incompetence or has caused undue delay in appraising the estate. 

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Palmer Rodak & Associates
Certified Family Law Specialists State Bar of California Board of Legal Specialization

Del Mar Office
445 Marine View Ave Ste 300
Del Mar, CA 92014

Phone: 858-356-4568
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Oceanside Office
301 Mission Avenue Suite 205
Oceanside, CA 92054

Phone: 760-712-3889
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