Waiver of Bond by Heir or Beneficiary
California · Judicial Council of California · Effective July 1, 2017
This form allows someone who is set to receive money or property from a deceased person's estate to agree to give up the requirement that the person managing the estate must post a bond. The bond is a type of insurance meant to protect the estate if the manager handles the money poorly or steals from it.
The court describes it as: If you are eligible to receive part of an estate (the property of a deceased person), tell the court that you want to waive (give up) the requirement that the estate’s personal representative (the person named as executor in the deceased person’s will or the person appointed by the court to manage the estate of a deceased person who did not have a will) have a bond (a form of insurance in case the personal representative steals from or does not properly manage the estate). Can be attached to a Petition for Probate (DE-111).
Where this fits in a case
MotionsStage: Motions
This form is used when someone is eligible to receive a share of an estate and wishes to waive the requirement for the estate's personal representative to provide a bond. It can be attached to a Petition for Probate.
Either party may file.
Official instructions
How-to guides published by the court for this form.
Common questions
- What is a bond in this situation?
- A bond is a form of insurance meant to replace assets if the person managing the estate mismanages or steals from it. The cost of this bond comes from the estate's assets.
- Do I have to sign this form to get my share of the estate?
- The form states that you do not have to waive the bond requirement to let the estate administration start or continue, or to receive your share of the estate.
Revision history
No changes recorded since we started tracking this form on October 9, 2026. The current version took effect July 1, 2017.
Related forms
- DE-111
Petition for Probate
This form is used to ask the court to start the legal process for handling a deceased person's property, paying off any debts, and settling their financial matters. It asks for details about the deceased person and the estate's assets.
MandatoryFillable PDFStart a case
Eff. Jul 1, 2017
- DE-142
Waiver of Bond by Heir or Beneficiary
This form is used by a person who is an heir or beneficiary to give up their right to require a bond. It explains what a bond is and what happens if the bond is waived.
MandatoryFillable PDFMotions
Eff. Jul 1, 2017
- DE-147(S)
Confidential Supplement to Duties and Liabilities of Personal Representative
This form is a private supplement that allows someone appointed as a personal representative to give the court their birth date and driver's license number. It is kept separate from the main court file and is not a public record.
MandatoryFillable PDFMotions
Eff. Jan 1, 2001
- DE-154
Request for Special Notice
This form is used in probate cases to ask the court to give special notice about certain things that might be filed. It also includes a section to prove that the request was mailed to the correct people.
MandatoryFillable PDFMotions
Eff. Jul 1, 2025
- DE-165
Notice of Proposed Action (Objection-Consent)
This form is used by the personal representative of an estate to tell interested people about an action they plan to take. It also allows interested people to tell the court if they disagree with (object to) or agree with (consent to) the proposed action.
MandatoryFillable PDFMotions
Eff. Jan 1, 1998
- DE-166
Waiver of Notice of Proposed Action
This form allows someone to tell the court that they are giving up their right to receive official notice about actions the estate's representative plans to take. It can also be used to cancel a waiver that was signed before.
MandatoryFillable PDFMotions
Eff. Jan 1, 1998
- DE-174
Allowance or Rejection of Creditor's Claim
This form is used in estate cases to show whether the estate's representative agrees with or disagrees with a claim made against the estate. It also includes sections for the court to make its final decision on the claim.
MandatoryFillable PDFMotions
Eff. Jan 1, 2009
- DE-305
Affidavit Re Real Property of Small Value
This form is a sworn statement used to tell the court that the value of all real property in a deceased person's estate in California is $55,425 or less. It requires details about the decedent, the property, and confirms that certain expenses have been paid.
MandatoryFillable PDF4 translationsMotions
Eff. Jan 1, 2026