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When the petition was filed in the instant case, both the
place for the estate’s administration and the executor’s legal
residence were in Saratoga, California, and the estate’s probate
administration was in the Superior Court for Santa Clara County,
California.
Chronology
Decedent died on May 4, 1992. At the time of her death,
decedent owned several real properties located in and around
Santa Clara, California.
In her holographic will, dated November 29, 1991, decedent
named her son, Lester F. Hinz, Jr. (hereinafter sometimes
referred to as Hinz), as sole heir and executor of her estate.
This was about the time that decendent’s daughter died. Hinz and
decedent’s daughter were decedent’s only children. In May 1992,
Hinz engaged William R. Christy (hereinafter sometimes referred
to as Christy) to represent the estate and, as part of that
representation, to “do the federal estate tax return”. Christy
had been “the family attorney” for about 40 years. When Hinz
3(...continued)
overruled these objections, ruling that these exhibits are
admissible for all purposes and that respondent had a standing
objection as to the expressed relevance concerns. The Court also
gave respondent the right to renew these objections on opening
brief, but only if respondent’s counsel gave appropriate notice
to petitioner’s counsel of an intent to renew the objections on
brief. Respondent has not renewed these relevance objections on
brief.
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