Petition For Approval Of Settlement Of Claims Pursuant To C.r.p.p. 62

There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.

Petition For Approval Of Settlement Of Claims Pursuant To C.r.p.p. 62 is a commonly used form within Colorado. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

Atticus Fast Facts About Petition For Approval Of Settlement Of Claims Pursuant To C.r.p.p. 62

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Petition For Approval Of Settlement Of Claims Pursuant To C.r.p.p. 62:

• This form pertains to the State of Colorado

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about Colorado’s Form JDF 872 SC - Petition For Approval Of Settlement Of Claims Pursuant To C.r.p.p. 62 up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct Colorado form based on the name and ID if applicable

Double check that you have both the correct form name and the correct form ID. Some Colorado probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form JDF 872 SC, take a break, and then review. Probate and estate settlement processes in CO are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form JDF 872 SC online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form JDF 872 SC witnessed or notarized (if required)

Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.

Step 4 - Submit Petition For Approval Of Settlement Of Claims Pursuant To C.r.p.p. 62 to the relevant office

This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.

It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.

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Different probate forms or processes can require different deadlines or response times for completing the appropriate form.

While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.

Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in Colorado.

5 reasons you should submit JDF 872 SC as quickly as possible:

1. The sooner you begin, the faster Colorado can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.
   
   Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?

2. In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.

3. Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.

4. It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in Colorado. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.

5. If a house in the State of Colorado is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.

If you’re not using Atticus to get specific forms, deadlines, and timelines for Colorado probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local Colorado probate clerk or court for exact answers regarding Form JDF 872 SC, and when in doubt— consult a qualified trust & estates lawyer for that area.

Petition For Approval Of Settlement Of Claims Pursuant To C.r.p.p. 62 is one of the many probate court forms available for download through Atticus.

It may also be available through some Colorado probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within Colorado.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form JDF 872 SC - Petition For Approval Of Settlement Of Claims Pursuant To C.r.p.p. 62 f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the Colorado probate court office.

Petition For Approval Of Settlement Of Claims Pursuant To C.r.p.p. 62 is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any Colorado-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

Here’s the text, verbatim, that is found on Colorado Form JDF 872 SC - Petition For Approval Of Settlement Of Claims Pursuant To C.r.p.p. 62. You can use this to get an idea of the context of the form and what type of information is needed.

JDF 872SC R12/19 PETITION FOR APPROVAL OF SETTLEMENT OF CLAIMS Page 1 of 8 ❑District Court ❑Denver Probate Court ______________________County, Colorado Court Address: In the Interest of: Respondent COURT USE ONLY Attorney or Party Without Attorney (Name and Address): Phone Number: E-mail: FAX Number: Atty. Reg. #: Case Number: Division: Courtroom: PETITION FOR APPROVAL OF SETTLEMENT OF CLAIMS PURSUANT TO C.R.P.P. 62 _____________________ (name), the petitioner, pursuant to Rule 62 of the Colorado Rules of Probate Procedure, petitions the court as follows: Section I – Venue, Jurisdiction, and Parties 1. Venue for this proceeding is proper in this county because the respondent: ❑resides in this county. ❑does not reside in this state, but has property in this county. 2. Information about the petitioner: Name: Relationship to respondent: Street address: City: State: Zip code: Mailing address, if different: Primary phone #: __________________ Alternate phone #: _________________ Email address: 3. Information about respondent: Name: Gender: __________ Age: Date of birth: Street address: City: State: Zip code: Mailing address, if different: Primary phone #: __________________ Alternate phone #: __________________ Email address: JDF 872SC R12/19 PETITION FOR APPROVAL OF SETTLEMENT OF CLAIMS Page 2 of 8 4. Information about respondent’s spouse, partner in a civil union, or adult who has resided with respondent for more than six months within one year before the filing of this petition: Name: Relationship to respondent: Street address: City: State: Zip code: Mailing address, if different: Primary phone #: __________________ Alternate phone #: __________________ Email address: 5. Information about respondent’s parents (if respondent is a minor), legal guardian, custodian, trustee, agent under power of attorney, or court-appointed guardian or conservator: Name: Relationship to respondent: Street address: City: State: Zip code: Mailing address, if different: Primary phone #: __________________ Alternate phone #: __________________ Email address: Name: Relationship to respondent: Street address: City: State: Zip code: Mailing address, if different: Primary phone #: __________________ Alternate phone #: __________________ Email address: *Note: If a parent cannot be found, please check the rules on Notice by Publication. Have parental rights been terminated (if respondent is a minor)? ❑Yes ❑No Name of parent(s) whose rights have been terminated: If there is a court-appointed fiduciary, the case information and reason for the fiduciary’s appointment is as follows: Section 2 – Claims and Liabilities 6. The date and a brief description of the event or transaction giving rise to the claim: JDF 872SC R12/19 PETITION FOR APPROVAL OF SETTLEMENT OF CLAIMS Page 3 of 8 7. Information about each party against whom respondent may have a claim: Name: Street address: City: State: Zip Code: Mailing address, if different: Primary phone #: __________________ Alternate phone #: __________________ Name: Street address: City: State: Zip Code: Primary phone #: Mailing address, if different: Primary phone #: __________________ Alternate phone #: __________________ 8. The basis for each of the respondent’s claims are as follows: 9. The defenses and/or counterclaims, if any, to the respondent’s claims are as follows: 10. Information for each insurance company involved in the claim, the type of policy, the policy limits and the identity of the insured: Name of insurance company: Name of insured: Address: City: State: Zip code: Contact person: Phone #: Type of policy: Policy limits: Name of insurance company: Name of insured: Address: City: State: Zip code: Contact person: Phone #: Type of policy: Policy limits: JDF 872SC R12/19 PETITION FOR APPROVAL OF SETTLEMENT OF CLAIMS Page 4 of 8 Section 3 – Damages 11. A description of the respondent’s injuries: 12. The amount of time missed by the respondent from school or employment: 13. A summary of lost income resulting from respondent’s injuries: 14. A summary of any damage to respondent’s property: 15. A summary of the respondent’s expenses incurred for medical or other care provider services as a result of the respondent’s injuries, identification of any source of payment (including person, organization, institution, or state or federal agency) for such expenses, and a summary of expenses that have been or will be paid by each particular source: Name of Provider Expenses Expenses Paid Source of Payment (if any) Outstanding Expenses 1 2 3 4 5 5 6 Total $ $ $ $ JDF 872SC R12/19 PETITION FOR APPROVAL OF SETTLEMENT OF CLAIMS Page 5 of 8 Section 4 – Medical Status 16. A description of respondent’s current condition including but not limited to the nature and extent of any disability, disfigurement, or physical or psychological impairments, and any current treatments and/or therapies: ❑Current Physician Letter filed with this Petition: 17. An explanation of respondent’s prognosis and any anticipated treatments and/or therapy: Section 5 – Status of Claims 18. For this claim and any other related claim, the status of the claim and if any civil action has been filed, the court, case number, and parties: 19. Information about each party having a subrogation right against this claim or any related claim including any state or federal agency paying or planning to pay benefits to or for respondent and the amount of each subrogation: Name of claimant/subrogation holder: Amount of subrogation: $ Address: City: State: Zip code: Phone #: Name of claimant/subrogation holder: Amount of subrogation $ Address: City: State: Zip code: Phone #: 20. A summary of efforts to negotiate any subrogation rights and liens against this claim or any related claim: JDF 872SC R12/19 PETITION FOR APPROVAL OF SETTLEMENT OF CLAIMS Page 6 of 8 Section 6 – Proposed Settlement, Payment Terms and Proposed Disposition of Settlement Proceeds 21. Information about each party making and receiving payment under the proposed settlement: Name of party/entity making payment: Amount: ____________ Address: _________________________________________ City: State: Zip code: Name of party/entity receiving payment: Name of party/entity making payment: Amount: ____________ Address: _________________________________________ City: State: Zip code: Name of party/entity receiving payment: Name of party/entity making payment: Amount: ____________ Address: _________________________________________ City: State: Zip code: Name of party/entity receiving payment: 22. The settlement amount and proposed disposition, including any restrictions on the accessibility of the funds. Description Amount A Gross Settlement Amount $ B Attorney Fees $ C Attorney Costs $ D Payment of Medical Bills per section 15 $ E Payment of Subrogation Claim per section 19 $ F TOTAL PAYOUTS (B+C+D+E) $ G Net Settlement Proceeds (A-F) $ Restrictions, if any: ____________________________________________________________________________________ ____________________________________________________________________________________ 23. The details of any structured settlement, annuity, insurance policy or trust instrument, including the terms and payment structure and the identity of the trustee or entity administering such arrangements: 24. The requested attorney fees and costs to be paid from the settlement proceeds are summarized as follows: JDF 872SC R12/19 PETITION FOR APPROVAL OF SETTLEMENT OF CLAIMS Page 7 of 8 25. What type of continued court supervision is requested? The court may appoint a conservator, trustee, or other fiduciary to manage the settlement of proceeds or make other protective arrangements in the best interest of the respondent. Note: The appropriate paperwork for the requested appointment listed above must accompany this Petition. 26. The following documents are filed with this petition: ❑Attorney fee agreement ❑Attorney statement of costs ❑Attorney billing records, billing summary or attorney fee affidavit ❑Written statement by physician or other health care provider. (The statement must set forth the information required by C.R.P.P. 62(d)(4) and comply with C.R.P.P. 60 unless otherwise ordered by the court.) ❑Proposed settlement agreement(s)/releases ❑Petition for Appointment of Conservator – Minor (JDF 861) ❑(Proposed) Order Appointing Conservator for Minor (JDF 862) ❑(Proposed) Order for Deposit of Funds to Restricted Account – Conservatorship (JDF 865) ❑(Proposed) Order for Deposit of Funds to Restricted Account and Annual Filing of Restricted Account Report (JDF 866) ❑Other: ❑Other: 27. An interpreter is requested for the following person(s): ____________________________________ (Language Need(s): ____________________________) 28. In addition, the Petitioner requests the following: WHEREFORE, petitioner requests that after notice and hearing, the Court ❑find that the proposed settlement of the claim is in the best interests of the respondent; ❑find that the Court authorize the acceptance of $ in full settlement of the respondent’s personal injury claim; ❑authorize payment of $ to be paid out of the settlement proceeds for any outstanding claims, attorney fees and costs per section 6; and ❑authorize disposition of the net proceeds of the settlement in the manner set forth in this Petition. JDF 872SC R12/19 PETITION FOR APPROVAL OF SETTLEMENT OF CLAIMS Page 8 of 8 ❑ By checking this box, I am acknowledging I am filling in the blanks and not changing anything else on the form. ❑ By checking this box, I am acknowledging that I have made a change to the original content of this form. VERIFICATION I declare under penalty of perjury under the law of Colorado that the foregoing is true and correct. Executed on the ______ day of Executed on the ______ day of (date) (date) _______________________, _________, _______________________, _________, (month) (year) (month) (year) at ______________________________________ at ______________________________________ (city or other location, and state OR country) (city or other location, and state OR country) _______________________________ _______________________________ (printed name) (printed name) _______________________________ _______________________________ (Signature of Petitioner) (Signature of Co-Petitioner, if any) ____________________________________________ __________________ Attorney Signature, (if any) Date