Statement Of Informal Probate Of Will And Informal Appointment Of Personal Representative

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.

Statement Of Informal Probate Of Will And Informal Appointment Of Personal Representative is a commonly used form within Idaho. 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 Statement Of Informal Probate Of Will And Informal Appointment Of Personal Representative

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Statement Of Informal Probate Of Will And Informal Appointment Of Personal Representative:

• This form pertains to the State of Idaho

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 Idaho’s Form IUPC009 - Statement Of Informal Probate Of Will And Informal Appointment Of Personal Representative up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct Idaho 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 Idaho 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 IUPC009, take a break, and then review. Probate and estate settlement processes in ID 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 IUPC009 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 IUPC009 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 Statement Of Informal Probate Of Will And Informal Appointment Of Personal Representative 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 Idaho.

5 reasons you should submit IUPC009 as quickly as possible:

1. The sooner you begin, the faster Idaho 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 Idaho. 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 Idaho 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 Idaho 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 Idaho probate clerk or court for exact answers regarding Form IUPC009, and when in doubt— consult a qualified trust & estates lawyer for that area.

Statement Of Informal Probate Of Will And Informal Appointment Of Personal Representative is one of the many probate court forms available for download through Atticus.

It may also be available through some Idaho 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 Idaho.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form IUPC009 - Statement Of Informal Probate Of Will And Informal Appointment Of Personal Representative 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 Idaho probate court office.

Statement Of Informal Probate Of Will And Informal Appointment Of Personal Representative 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 Idaho-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 Idaho Form IUPC009 - Statement Of Informal Probate Of Will And Informal Appointment Of Personal Representative. You can use this to get an idea of the context of the form and what type of information is needed.

STATEMENT OF INFORMAL PROBATE OF WILL AND INFORMAL APPOINTMENT OF PERSONAL REPRESENTATIVE - 1 IUPC Form 9 -- Statement of Informal Probate of Will and Informal Appointment of Personal Representative (I.C. 15-3-303 and 15-3- 308) IN THE DISTRICT COURT OF THE ________ JUDICIAL DISTRICT OF THE STATE OF IDAHO, IN AND FOR THE COUNTY OF ________ IN THE MATTER OF THE ESTATE OF ) ) ) CASE NO. _____________ ) ) STATEMENT OF INFORMAL _______________________________ ) PROBATE OF WILL AND ) INFORMAL APPOINTMENT OF Deceased. ) PERSONAL REPRESENTATIVE ___________________________________) (I.C. 15-3-303 and 15-3-308) Upon consideration of the Application for Informal Probate of Will and Informal Appointment of Personal Representative filed by ________________________, the Court finds that: 1. The application is complete. 2. Applicant has made oath or affirmation that the statements contained in the application are true to the best of applicant's knowledge and belief. 3. Applicant appears from the application to be an interested person as defined by the Idaho Uniform Probate Code. 4. (a) ___ The decedent died on ________________________, 20_____, at the age of ________ years. (b) ___ The decedent died on ___________________, 20___, at the age of ______ years. Based on the statements in the application, the marital community of the decedent and __________________ was dissolved by the death of ______________________ on _________________. At such death, the application indicates the decedent was entitled to all the property of __________________ by will, law, or both, and the decedent died before any proceeding had been commenced for the probate of ____________________. Pursuant to I.C. 15-3-111, the estates of both the decedent and STATEMENT OF INFORMAL PROBATE OF WILL AND INFORMAL APPOINTMENT OF PERSONAL REPRESENTATIVE - 2 __________________ may be joined for probate in this proceeding. 5.On the basis of the statements in the application, venue is proper. 6.(a) ___ An original, duly executed, and apparently unrevoked will, dated ________________, is in the Court's possession. (b)___ An authenticated copy of the will of the decedent, dated ________________, and of the statement or order probating it in the State of ________________ are in the Court's possession. 7.Any required notice has been given or waived. 8.On the basis of the statements in the application, the will to which the application relates is not part of a known series of testamentary instruments (other than wills or codicils), the latest of which does not expressly revoke the former. 9.On the basis of the statements in the application: (a)___ No personal representative has been appointed in this state or elsewhere. (b)___ No personal representative has been appointed in this state, but a personal representative has been appointed in the state of the decedent's domicile, and: (1)___ Applicant is the decedent's domiciliary personal representative. (2) ___ Applicant is the nominee of ________________, the decedent's domiciliary personal representative. (c) ___No personal representative has been appointed out side of this county. However, on ________________, this Court, acting on the erroneous assumption that the decedent died intestate, informally appointed ________________________ as the personal representative of the estate of the decedent. 10.On the basis of the statements in the application, neither the will to which the application relates nor any other will of the decedent has been the subject of a previous probate order in this state. STATEMENT OF INFORMAL PROBATE OF WILL AND INFORMAL APPOINTMENT OF PERSONAL REPRESENTATIVE - 3 11. It appears from the application that the time limit for informal probate and appointment has not expired. 12. The application does not indicate the existence of a possible unrevoked testamentary instrument which may relate to property subject to the law of this state, and which is not filed for probate in this Court. 13. Based on the statements in the application, the person whose appointment as personal representative is sought is qualified to act as personal representative and has priority entitling said person to the appointment. 14. (a) ___ Bond is not required. (b) ___ Bond is required. 15. The applicable time period within which no action can be taken on an application for informal probate and appointment has elapsed. THEREFORE: 1. The will of the decedent, dated ________________, is hereby informally probated. 2. ________________________________ is hereby appointed personal representative of the estate of the decedent, to act: (a) ___ without bond. (b) ___ with bond in the amount of $____________________. 3. Upon qualification and acceptance, letters testamentary shall be issued. 4. Notice shall be given in accordance with I.C. 15-3-705. 5. * The estates of both the decedent and ________________ are hereby joined for probate in a single proceeding pursuant to I.C. 15-3-111. DATED: ________________ ________________________________ MAGISTRATE * Optional, for use only in joint probate proceedings.