Significant Dates And Deadline List (Dll)

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.

Significant Dates And Deadline List (Dll) is a commonly used form within Hawaii. 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 Significant Dates And Deadline List (Dll)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Significant Dates And Deadline List (Dll):

• This form pertains to the State of Hawaii

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 Hawaii’s Form Significant Dates And Deadline List (Dll) up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct Hawaii 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 Hawaii 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 Significant Dates And Deadline List (Dll), take a break, and then review. Probate and estate settlement processes in HI 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 Significant Dates And Deadline List (Dll) 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 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 Significant Dates And Deadline List (Dll) 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 Hawaii.

5 reasons you should submit this form as quickly as possible:

1. The sooner you begin, the faster Hawaii 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 Hawaii. 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 Hawaii 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 Hawaii 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 Hawaii probate clerk or court for exact answers regarding Form Significant Dates And Deadline List (Dll), and when in doubt— consult a qualified trust & estates lawyer for that area.

Significant Dates And Deadline List (Dll) is one of the many probate court forms available for download through Atticus.

It may also be available through some Hawaii 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 Hawaii.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form Significant Dates And Deadline List (Dll) 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 Hawaii probate court office.

Significant Dates And Deadline List (Dll) 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 Hawaii-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 Hawaii Form Significant Dates And Deadline List (Dll). You can use this to get an idea of the context of the form and what type of information is needed.

Significant Dates and Deadline List (DLL) Estate of This DLL applies to all decedents' estates. It should be reviewed by the attorney at the time of opening the estate and items not applicable to administration of decedent's estate stricken. Items marked with an asterisk (*) indicate appointment dates, hearing dates and deadlines (and reminders thereof) which should be posted to an office calendar, tickler system or probate board. Dates of special importance are printed in bold face. Numbers in parentheses refer to the Master Information List (MIL). DATE 1. Date of Death (generally designated DOD) (1.04) as shown on death certificate. 2. Date of Will (2.02) as shown on the will. 3. Date of Codicil (2.14) as shown on codicil. Dates Relevant to Informal Openings 4. Five days (120 hours) after DOD -- required time lapse prior to informal opening of estate. 5. Date Will admitted to informal probate (4.53). Dates Relevant to Formal Opening 6. Five years from DOD or later of 12 months or three years from DOD after informal probate -- deadline for commencing formal probate proceeding. * 7. Ten days prior to hearing date as evidenced by (1) return receipt or certificate of mailing to show notice by mail, and (2) return of personal service or waivers of notice and (3) affidavit of newspaper publication -- deadline for notice. Ten days prior to hearing date – deadline for filing Flag Sheet * 8. A. Hearing Date for formal opening (4.40). B. Date Will admitted to formal probate or date of intestacy order (4.53). Dates Relevant to General Administration of Estates 9. Date of issuance of Letters (4.57). * 10. Date 30 days after issuance of Letters. This is the Last Date for: A. Giving of notice of appointment by P.R. to heirs and devisees (HAW. REV. STAT. § 560:3-705 (2007)). B. Filing Notice of Fiduciary Relationship on I.R.S. Form 56. * 11. Date Inventory should be filed or delivered, if requested (including amended and supplemental inventories)(4.72) Within three months after appointment -- P.R. must prepare and deliver inventory to interested parties who request it or file original with court (H AW. REV. STAT. § 560:3-706 (2007)) 12. Date of first publication of notice to creditors. 13. Four months from date of first publication of notice to creditors -- Deadline for Presentation by creditors (unknown to the P.R.) of claims against estate. NOTE: If actual notice is given to a known creditor, the date for presentation is the later of a) the deadline date in the published notice and b) 60 days from the mailing or other delivery of the notice (so long as this date is not later than one year from date of death) H AW. REV. STAT. § 560:3-801 (2007); HAW. REV. STAT. § 560:3-803 (2007). 14. Date 60 days after above deadline for creditors' claims -- period within which claims must be disallowed to avoid being deemed allowed. * 15. Date six months after DOD -- The alternate date for valuing assets for Federal Estate tax purposes. * 16. Six months after issue of letters -- date suggested by Rev. Rule 66-167 for non-taxable renunciation of fees by P.R. * 17. Six months after probate of Decedent's Will (or within nine months of DOD, whichever is later) for election of spouse or reciprocal beneficiary to take share of augmented estate, subject to extension (HAW. REV. STAT. § 560:2-211 (2007)) 18. Nine Months After Date of Death A. Federal Estate Tax Return due and tax payable or extension. B. The deadline for the filing of an estate tax qualified renunciation or disclaimer by an heir or distributee. 19. Eighteen months after date of death -- outside date for perfecting predeath creditor claims against the estate per H AW. REV. STAT. § 560:3-803(a)(2) (2007). 20. Three years prior to DOD -- Transfers of life insurance after this date may be treated as COD for Federal Estate Tax purposes. 21. Date one year after date on which early determination of Federal Estate Tax liability is requested. This is the date from which the statute of limitations runs if early determination of liability has been requested. 22. Date three years and nine months and one day after date of Decedent's death -- this is the last day the statute of limitations runs as to timely filed Federal Estate Tax Return, if early determination of liability has not been requested. * 23. Due date for filing Decedent's Federal and Hawaii Income Tax Returns for tax year before Decedent's death (15th day of 4th month following end of tax year; April 15 for calendar year taxpayer). * 24. Due Date for filing Decedent's final Federal and Hawaii Income Tax Returns for Year in which Decedent died 15th day of 4th month following end of tax year; April 15 for calendar year taxpayer). * 25. Fiscal Year End of Estate -- as established by the P.R. and used on the first fiduciary income tax return. A. Prior to filing date listed below, provide affected estate beneficiaries with tax advice letter. * B. Fifteenth day of 4th month following end of fiscal year (April 15 is fiscal year is calendar year) -- this is the due date for I.R.S. Form 1041 and Hawaii Form N-40 for first fiscal year of estate. * C. One year after above date -- due date for 1041 and N-40 for second fiscal year of the estate, etc. * D. Note that trusts must use a calendar year. Estates may use a non-calendar year for only two tax years. * E. Note also that estates, like individuals, must make estimated income tax payments after the second year. * 26. One year after first appointment of P.R. -- end of period (a) for payment of family allowance if estate is inadequate to discharge allowed claims (H AW. REV. STAT. § 560:2-404 (2007)) and (b) to pay general pecuniary devises to avoid interest unless contrary intent indicated by the will (HAW. REV. STAT. § 560:3-904 (2007)). Dates Relevant to Informal Closing 27. Date Informal Closing Statement filed with Registrar (no earlier than six months after date of original appointment of P.R.) (HAW. REV. STAT. § 560:3-1003 (2007)). 28. Six months after filing of closing statement -- date after which P.R. is protected from claims of creditors and successors (H AW. REV. STAT. § 560:3-1005 (2007)) 29. One year after distribution (or three years after date of death whichever is later) -- date after which distributee is protected from claims of heirs, devisees or successor personal representatives (H AW. REV. STAT. § 560:3- 1006 (2007)). * 30. One year after year informal closing statement filed with Registrar -- this is the date when the appointment of the P.R. terminates and the first date when the P.R. can obtain a certificate from the Registrar discharging surety on bond or liens on property given in lieu of bond (H AW. REV. STAT. §§ 560:3-1003(b), 3-1007 (2007)). Dates Relevant to Formal Closing * 31. One year after appointment of original P.R. -- interested person other than P.R. may petition to close estate (if claim period has expired); P.R. need wait only for expiration of claim period (HAW. REV. STAT. § 560:3-1002 (2007)). 32. At least 14 days prior to hearing -- notice must be complete by this date (HAW. REV. STAT. § 560:1-401 (2007)) evidenced by: A. Certificate of mailing or return receipt to show notice by mail. B. Return of personal service (or waivers of service). C. Affidavit of publication.* 33. Date of hearing on Final Account and Distribution of Estate. 34. Date Order for Final Account and Distribution entered. 35. Date of Judgment Pursuant to Order for Final Account and Distribution entered. 36. Date recorded if real property involved.