Application For Appraisal In Intestate Estate With Surviving Spouse

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.

Application For Appraisal In Intestate Estate With Surviving Spouse is a commonly used form within Iowa. 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 Application For Appraisal In Intestate Estate With Surviving Spouse

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Application For Appraisal In Intestate Estate With Surviving Spouse:

• This form pertains to the State of Iowa

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 Iowa’s Form PMF 404 - Application For Appraisal In Intestate Estate With Surviving Spouse up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct Iowa 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 Iowa 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 PMF 404, take a break, and then review. Probate and estate settlement processes in IA 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 PMF 404 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 PMF 404 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 Application For Appraisal In Intestate Estate With Surviving Spouse 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.

Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?

👉 Find and Contact your Local Probate Court

👉 What is a Domicile Jurisdiction?

Sponsored by Atticus App

Need help with Iowa Probate?

Join all the other families who have trusted Atticus through probate, and experience the peace that comes from knowing you're taking the right steps, spending the least amount of money, and not wasting a single second.

Start for free

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 Iowa.

5 reasons you should submit PMF 404 as quickly as possible:

1. The sooner you begin, the faster Iowa 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 Iowa. 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 Iowa 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 Iowa 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 Iowa probate clerk or court for exact answers regarding Form PMF 404, and when in doubt— consult a qualified trust & estates lawyer for that area.

Application For Appraisal In Intestate Estate With Surviving Spouse is one of the many probate court forms available for download through Atticus.

It may also be available through some Iowa 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 Iowa.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form PMF 404 - Application For Appraisal In Intestate Estate With Surviving Spouse 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 Iowa probate court office.

Application For Appraisal In Intestate Estate With Surviving Spouse 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 Iowa-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 Iowa Form PMF 404 - Application For Appraisal In Intestate Estate With Surviving Spouse. You can use this to get an idea of the context of the form and what type of information is needed.

PMF 404 IN THE IOWA DISTRICT COURT FOR IN THE MATTER ) ) OF THE ESTATE OF ) ) COUNTY Probate No. ______________________ APPLICATION FOR APPRAISAL IN I NTESTATE ESTATE WITH SPOUSE , ) ) Deceased. ) STATE OF IOWA, COUNTY OF ss: The undersigned, in the above entitled estate being first duly sworn (or affirmed states: 1.That the decedent died intestate. 2.That the decedent left a surviving spouse,, of legal age, whose resident and post office address is . 3.That the decedent also left certain persons, ______ only heirs at law, who may be entitled to a portion of the estate not distributable to the surviving spouse, as follows: Name Age. RelationshipResidence and P.O. Add ress _______________________ _____ ________________ _______________________________ _______________________ _____ ________________ _______________________________ _______________________ _____ ________________ _______________________________ _______________________ _____ ________________ _______________________________ 4. That appraisal of said estate has not been waived by the surviving spouse and all the heirs of the decedent. 5. That, pursuant to Probate Code Sections 213 and following it is required that the assets of this estate be appraised prior to its settlement, unless the Court, after notice, finds further appraisal unnecessary. 6. That this applicant has read the foregoing application, personally knows the contents thereof, and knows that the statements therein made are true and correct, as the undersigned verily believes. PMF 404 WHEREFORE, applicant prays that the Court unless it, after notice, finds further appraisal unnecessary, appoint three (3) competent disinterested appraisers to appraise such estate; to make their report to the Court at such time as the Court may direct by order; to prescribe the kind of notice and the method of service thereof to be given to all persons interested in such appraisement, and to make such further orders as may be appropriate under applicable statutes. I certify under penalty of perjury and pursuant to the laws of the State of Iowa that the preceding is true and correct. ____________________________________ Signature Printed name: ________________________ Address: ____________________________ ____________________________________ PMF 404 COMMENTS 1. The surviving spouse, the personal representative or any of the heirs may apply for the appraisal. §633.213. 2. If a homestead is involved it should be appraised separately. §633.213.