You are here:

Estates, Guardianships, Conservatorships and Trusts: H, I and J

A B, C D E F G H, I, J L, M P Q, R S T U, V, W

 

Heir or Heir-At-Law

A person who is entitled to a decedent's property according to the laws of intestate succession.

 

Homestead Allowance

A designated amount of money given to the decedent's surviving spouse or qualifying children. This allowance has priority over all claims filed against the decedent's estate except administration costs and expenses and reasonable funeral and burial expenses. (See brochure Disposition of Small Estates for amount based on year of death.) See Summary Proceedings Small Estates.

 

Individual with a Developmental Disability or "IDD"

An individual who has a severe, chronic condition that is attributable to a mental and/or physical impairment which was manifested before age 22, is likely to continue indefinitely, and results in substantial functional limitations of major life activities.

 

Informal Proceedings

A method of opening a decedent's estate with an Application (Form PC 558) with notice to interested persons, but which is not conducted before a judge. If a personal representative is requested and appointed, the estate will proceed as an unsupervised estate unless supervision is otherwise requested.

 

Interested Person

Any person "interested" in a probate matter as determined by court rule or statute. "Interested persons" include but are not limited to, heirs, devisees, creditors, and beneficiaries, depending on the type of matter. Interested persons must be notified of all relevant court proceedings.

 

Intestate succession or Intestacy

The law that governs the passing of a decedents property to the decedent's heirs. The law that identifies which relatives are a decedents "heirs."

 

Inventory

A document that must be completed by the fiduciary and served on interested persons. It lists the property of an estate or protected individual that is under the management of the fiduciary. If a personal representative is completing this form, the date of death fair market value must be listed.  If a conservator is filling out this form, it must list the fair market value as of the date of the qualification of the conservator. If an estate is being administered as a supervised proceeding, the personal representative must file the inventory with the court. If it is unsupervised administration, the personal representative must present the inventory to the court for determination of the gross estate fee, but it is not required that the inventory be filed. A conservator must file an inventory with the court. PC 577

 

Inventory fee

See Gross Estate Fee.

 

Judge On-Line

Judge On-Line is a service offered as an alternative to face-to-face court hearings.  It is designed especially for scheduling, status, pretrial and settlement conferences, as well as motion hearings and other court proceedings at the discretion of the presiding judge.  Parties and attorneys may appear for these court events from work, home, and while on vacation for a non-refundable $30 convenience fee.

 

Jurisdiction

The authority of the court to hear certain types of matters.