Probate
DE-147: Duties and Liabilities of Personal Representative
Fillable PDFJudicial Council of California
This form explains the legal duties and responsibilities that a personal representative (executor or administrator) must follow when managing a deceased person's estate, along with the potential penalties for failing to do so properly. Executors, administrators, and heirs use this form to understand what the person handling the estate is legally required to do and what happens if they don't follow the rules.
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Forms that go with DE-147
DE-140RequiredNotice of Petition to Administer EstateThe Notice of Petition to Administer Estate is filed to notify interested parties of the probate proceeding, which is a prerequisite step before the personal representative is formally appointed and receives the DE-147.›DE-111RequiredPetition for ProbateThe Petition for Probate initiates the entire probate case and must be filed to open the estate proceeding during which the DE-147 is ultimately issued to the appointed representative.›DE-142AttachmentWaiver of Bond by Heir or BeneficiaryThe Proof of Subscribing Witness is often attached when the decedent's will must be authenticated as part of the succession process.›DE-160Next stepInventory And AppraisalThe Inventory and Appraisal form is one of the first duties required of a personal representative after appointment, making it the next logical filing step after receiving the DE-147.›