|
Estates, Guardianships, Conservatorships and Trusts: H, I and J
Heir or Heir-At-Law
Homestead Allowance
Individual with a Developmental Disability or "IDD"
Informal Proceedings
Interested Person
Intestate succession or Intestacy
Inventory
Inventory fee
Jurisdiction
Heir or Heir-At-Law
A person who is entitled to a decedent's property according to the laws of intestate succession.
Back To Top
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 (file size 26k) for amount based on year of death.) See Summary Proceedings Small Estates.
Back To Top
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.
Back To Top
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.
Back To Top
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.
Back To Top
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."
Back To Top
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
Back To Top
Inventory fee
See Gross Estate Fee.
Back To Top
Jurisdiction
The authority of the court to hear certain types of matters.
You will need to download Adobe Acrobat Reader if it is not already installed on your system.
Back To Top
|
