Maximum Values For Small Estate Set-Aside & Disposition of Estate Without Administration
California · Judicial Council of California · Effective April 28, 2025
This form lists the maximum dollar amounts for a deceased person's estate or specific property. It helps determine if the estate qualifies for certain types of handling, such as setting the estate aside for a surviving spouse and minor children, or handling the estate without a full court administration.
Where this fits in a case
General & infoInformation / general use — not tied to one step of a case
This form is used to show the maximum dollar limits for an estate based on when the person died. The limits change depending on if the person died before or after certain dates.
Either party may file.
Official instructions
How-to guides published by the court for this form.
Common questions
- What is this form for?
- This form shows the maximum dollar amounts for an estate to help decide if it qualifies for certain types of handling without a full court administration.
- Do I need to file this form?
- The form includes a notice stating when it must be attached to other documents, depending on when the person died.
Revision history
No changes recorded since we started tracking this form on October 9, 2026. The current version took effect April 28, 2025.
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