- 4 - 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.Page: Previous 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Next
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