Probate Graduated Filing Fee Adjustment Form {PR003}

ATTORNEY OR PARTY WITHOUT ATTORNEY (NAME, ADDRESS, PHONE) FOR COURT USE ONLY Attorney for: SUPERIOR COURT OF CALIFORNIA, COUNTY OF STANISLAUS Street Address: 800 11th Street, Modesto, CA 95354 Civil Clerk Office: 1100 I Street, P.O. Box 1098, Modesto, CA 95353 ESTATE OF: Decedent. CASE NUMBER PROBATE GRADUATED FILING FEE ADJUSTMENT FORM (This form for estates filed after August 18, 2003) CRC 7.151, 7.552 WITH REGARD TO THE FIRST-FILED PETITION FOR PROBATE IN THIS PROCEEDING, PLEASE LIST: NAME OF EACH PETITIONER _________________________ _________________________ DATE PETITION ESTIMATED VALUE OF ESTATE AMOUNT OF FILING FEE PAID FILED (as shown on item 3 of Petition) __________ __________ $_________________________ $_________________________ $____________________ $____________________ FOR EACH FILED PARTIAL, SUPPLEMENTAL, FINAL, OR CORRECTED INVENTORY AND APPRAISAL PLEASE LIST: TYPE OF I&A FILED DATED FILED TOTAL ACTUAL APPRAISED VALUE OF ASSETS _____________________ _____________________ _____________________ _____________________ _______________ _______________ _______________ _______________ $__________________ $__________________ $__________________ $__________________ CHANGES IN APPRAISED VALUE OF ASSETS (TOTAL ACTUAL APPRAISED VALUE OF ALL ASSETS ON ALL INVENTORIES FILED IN THIS PROCEEDING AS ADJUSTED FOR ANY CHANGES ON CORRECTED INVENTORY AND APPRAISALS) $__________________ THE COMBINED TOTAL APPRAISED VALUE OF THE ESTATE: $_______________ CORRECTED FILING FEE: Calculate this amount by finding the total filing fee from the following schedule that would have been payable under Government Code §26827, as amended effective on the date the first-filed Petition for Probate was filed in the proceeding, if the total actual appraised value of the estate had been used as the estimated value for filing fee purposes. $_______________ PR003 Rev 01/08 American LegalNet, Inc. www.FormsWorkflow.com AMOUNT OF CORRECTED FILING FEE: ESTIMATED FILING FEE: This is the amount paid upon filing the first-filed Petition for Probate in this proceeding $________________ $________________ IF THE AMOUNT OF THE CORRECTED FILING FEE IS LARGER THAN THE AMOUNT OF THE ESTIMATED FILING FEE, ENTER THE DIFFERENCE AND PAY THIS AMOUNT TO THE CLERK OF THE COURT $_______________ A copy of this form along with the clerk's receipt must be attached as an exhibit to your final account or report IF THE AMOUNT OF THE ESTIMATED FILING FEE IS MORE THAN THE CORRECTED FILING FEE, ENTER THE DIFFERENCE. $________________ REPORT THE REFUND DUE IN THE PETITION FOR FINAL DISTRIBUTION AND INCLUDE THE REFUND IN THE PROPOSED ORDER. AFTER THE COURT SIGNS THE ORDER, IT WILL BE ROUTED TO FISCAL SERVICES FOR ISSUANCE OF THE REFUND. NOTE: The personal representative must not apply for a discharge while an application for refund of filing fee is pending and before the court's refund payment is received unless the personal representative is authorized to retain a reserve against closing expenses that expressly is to include the court's refund payment after the personal representative's discharge. IF FILING FEE REIMBURSEMENTS HAVE BEEN MADE TO AN UNSUCCESSFUL PRIOR PETITIONER PER CALIFORNIA RULES OF COURT 7.151, INDICATE: A) The amount of each payment B) The date each payment was made; and C) The name, address, and telephone number of the payee and of any attorney of record for the payee in the proceeding. Date: ________________________ ____________________________________________ Attorney for PR003 Rev 01/08 American LegalNet, Inc. www.FormsWorkflow.com FILING FEES EFFECTIVE JANUARY 2003: Estates/Trusts under $250,000 Estates/Trusts at least $250,000 and less than $ 500,000 Estates/Trusts at least $500,000 and less than $ 750,000 Estates/Trusts at least $750,000 and less than $1,000,000 Estates/Trusts at least $1,000,000 and less than $1,500,000 Estates/Trusts at least $1,500,000 and less than $2,000,000 Estates/Trusts at least $2,000,000 and less than $2,500,000 Estates/Trusts at least $2,500,000 and less than $3,500,000 Estates/Trusts over $3,500,000 If appropriate, adjustments to the filing fee will be made by the court $ 238.50 $ 310.00 $ 420.00 $ 585.00 $1,135.00 $2,235.00 $2,785.00 $3,885.00 $3,885.00 (+0.2% of the amount over $3,500,000) FILING FEES EFFECTIVE JANUARY 2004: Estates/Trusts under $250,000 Estates/Trusts at least $250,000 and less than $ 500,000 Estates/Trusts at least $500,000 and less than $ 750,000 Estates/Trusts at least $750,000 and less than $1,000,000 Estates/Trusts at least $1,000,000 and less than $1,500,000 Estates/Trusts at least $1,500,000 and less than $2,000,000 Estates/Trusts at least $2,000,000 and less than $2,500,000 Estates/Trusts at least $2,500,000 and less than $3,500,000 Estates/Trusts over $3,500,000 If appropriate, adjustments to the filing fee will be made by the court $ 263.50 $ 335.00 $ 445.00 $ 610.00 $1,160.00 $2,260.00 $2,810.00 $3,910.00 $3,910.00 (+0.2% of the amount over $3,500,000) FILING FEES EFFECTIVE JANUARY 2005: Estates/Trusts under $250,000 Estates/Trusts at least $250,000 and less than $ 500,000 Estates/Trusts at least $500,000 and less than $ 750,000 Estates/Trusts at least $750,000 and less than $1,000,000 Estates/Trusts at least $1,000,000 and less than $1,500,000 Estates/Trusts at least $1,500,000 and less than $2,000,000 Estates/Trusts at least $2,000,000 and less than $2,500,000 Estates/Trusts at least $2,500,000 and less than $3,500,000 Estates/Trusts over $3,500,000 If appropriate, adjustments to the filing fee will be made by the court $ 266.80 $ 338.30 $ 448.30 $ 613.30 $1,163.30 $2,263.30 $2,813.30 $3,913.30 $3,913.30 (+0.2% of the amount over $3,500,000) FILING FEES EFFECTIVE JANUARY 2006: Estates/Trusts under $250,000 Estates/Trusts at least $250,000 and less than $ 500,000 Estates/Trusts at least $500,000 and less than $ 750,000 Estates/Trusts at least $750,000 and less than $1,000,000 Estates/Trusts at least $1,000,000 and less than $1,500,000 Estates/Trusts at least $1,500,000 and less than $2,000,000 Estates/Trusts at least $2,000,000 and less than $2,500,000 Estates/Trusts at least $2,500,000 and less than $3,500,000 Estates/Trusts over $3,500,000 If appropriate, adjustments to the filing fee will be made by the court $ 320.00 $ 385.00 $ 485.00 $ 635.00 $1,135.00 $2,135.00 $2,635.00 $3,535.00 $3,635.00 (+0.2% of the amount over $3,500,000) FILING FEES EFFECTIVE JANUARY 2007: (No change from 2006) FILING FEES EFFECTIVE JANUARY 2008: (No change from 2006-200