Section § 11640

Explanation

This law outlines what must happen before an estate can be closed in probate court. Once all debts have been settled or properly planned for, or if no enough funds exist to pay everyone, the personal representative must request the court to finalize and distribute the estate. The court will then address any issues related to gifts given during the person's lifetime under certain conditions. If debts are not settled or if other conditions prevent closing the estate, the estate's management can continue for a reasonable time.

(a)CA Probate Code § 11640(a) When all debts have been paid or adequately provided for, or if the estate is insolvent, and the estate is in a condition to be closed, the personal representative shall file a petition for, and the court shall make, an order for final distribution of the estate.
(b)CA Probate Code § 11640(b) The court shall hear and determine and resolve in the order all questions arising under Section 21135 (ademption by satisfaction) or Section 6409 (advancements).
(c)CA Probate Code § 11640(c) If debts remain unpaid or not adequately provided for or if, for other reasons, the estate is not in a condition to be closed, the administration may continue for a reasonable time, subject to Chapter 1 (commencing with Section 12200) of Part 11 (time for closing estate).

Section § 11641

Explanation

Once a court approves the final account and distribution plan for an estate, the personal representative, like an executor, can give out the estate's property to the rightful heirs without needing further notice or court actions.

When an order settling a final account and for final distribution is entered, the personal representative may immediately distribute the property in the estate to the persons entitled to distribution, without further notice or proceedings.

Section § 11642

Explanation

If new property is found after a court has ordered the final distribution of an estate, here's how it should be handled:

(a) If the original court order addresses what to do with the property, follow those instructions. If needed, the court can ask for more information or provide further guidance.

(b) If the order doesn't mention the new property, it should be handled in one of two ways: either the court will give new instructions on how to distribute it, or it will be managed according to rules for handling estates after the personal representative has been discharged.

Any property acquired or discovered after the court order for final distribution is made shall be distributed in the following manner:
(a)CA Probate Code § 11642(a) If the order disposes of the property, distribution shall be made in the manner provided in the order. The court may, in an appropriate case, require a supplemental account and make further instructions relating to the property.
(b)CA Probate Code § 11642(b) If the order does not dispose of the property, distribution shall be made either (1) in the manner ordered by the court on a petition for instructions or (2) under Section 12252 (administration after discharge) if the personal representative has been discharged.