Petition To Establish An Extended Distribution Plan For The Minor's Estate

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 To Establish An Extended Distribution Plan For The Minor's Estate is a commonly used form within Kansas. 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:

This petition can be filed after attaining age 17 but not less than 30 days prior to the minor’s 18th birthday. Whether to request an extended distribution plan is discretionary with the conservator. The factual basis must be established by a preponderance of the evidence. This petition may be verified by either a sworn or unsworn verification pursuant to K.S.A. 53-601. See Form 2501 for examples of both a sworn and unsworn verification. An unsworn verification need not be signed before a notary public.

Atticus Fast Facts About Petition To Establish An Extended Distribution Plan For The Minor's Estate

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Petition To Establish An Extended Distribution Plan For The Minor's Estate:

• This form pertains to the State of Kansas

• The relevant probate statute or Kansas laws related to this form include: K.S.A. 53-601, K.S.A. 59-3081(a)

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 Kansas’s Form 2753 - Petition To Establish An Extended Distribution Plan For The Minor's Estate up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct Kansas 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 Kansas 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 2753, take a break, and then review. Probate and estate settlement processes in KS 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 2753 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 2753 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 To Establish An Extended Distribution Plan For The Minor's Estate 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 Kansas.

5 reasons you should submit 2753 as quickly as possible:

1. The sooner you begin, the faster Kansas 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 Kansas. 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 Kansas 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 Kansas 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 Kansas probate clerk or court for exact answers regarding Form 2753, and when in doubt— consult a qualified trust & estates lawyer for that area.

Petition To Establish An Extended Distribution Plan For The Minor's Estate is one of the many probate court forms available for download through Atticus.

It may also be available through some Kansas 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 Kansas.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form 2753 - Petition To Establish An Extended Distribution Plan For The Minor's Estate 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 Kansas probate court office.

Petition To Establish An Extended Distribution Plan For The Minor's Estate 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 Kansas-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 Kansas Form 2753 - Petition To Establish An Extended Distribution Plan For The Minor's Estate. You can use this to get an idea of the context of the form and what type of information is needed.

2700-\\u001806 Kansas Probate Forms 3d 2753 (CAPTION) PETITION TO ESTABLISH AN EXTENDED DISTRIBUTION PLAN FOR THE MINOR’S ESTATE Richard Roe, petitioner and conservator, states: \\u0018. The duly appointed and acting conservator is Richard Roe and resides at 402 Harvard Street, Hometown, Kansas. The conservator and Jane Roe are the natural guardians of Johnny Roe, a minor. 2. Johnny Roe, age \\u00187, was born in \\u0018994, and is a permanent resident at 402 Harvard Street, Hometown, Kansas. 3. There is no court appointed guardian. 4. The minor, Johnny Roe is not married. The parents are as listed above and are permanent residents as stated. There are no adult siblings. 5. The assets of the minor’s estate were received as a specific bequest from the estate of his grandfather. The conservatorship was opened at the minor’s age of 3 and has remained under the control of the conservator thereafter. There have been no requests for funds on behalf of the minor or his custodial parent. The last annual accounting was approved on January \\u00185, 20\\u00180. The estate consists of mutual funds in the approximate amount of $200,000.00 and money market funds of $50,000.00. Quarterly reports ending 3.31.10 are attached hereto and reflect those current values. The mutual funds have been appreciating approximately \\u00182% annually for the life of the investment and the money market funds have returned an average of approximately 4.5% per annum. 6. The minor has pre-enrolled at the University of Florida and will commence full time college in the fall of 20\\u00180. The tuition, room and board and estimated essential other expenses are approximately $20,000.00 for the first academic year. The minor has no significant financial management experience and is generally not possessed of the skills and maturity to manage, invest and preserve the estate at this time. 7. As conservator, I propose an extended distribution plan as follows: a) A distribution of $30,000.00 on June 30, 20\\u00180, to allow prepayment of college expenses for the first semester with a reserve to allow for the second semester costs to be managed by the minor. Those funds would be paid out of 2015 2700-\\u001807 Kansas Probate Forms 3d the money market account. The minor is planning an extended trip to Europe this summer and his car will need some repair before attending college in the fall. These funds are to be managed by the minor for those specific purposes and to provide some resources for his personal use. b) Thereafter a series of distributions in the amount of $30,000.00 would be made to the minor on August \\u0018st of each year for three successive years. These distributions would be to allow his continuing attendance at the University and to provide the minor with funds for his personal use and management. c) Upon his graduation from the University one half of the funds then remaining would be distributed to the minor. Thereafter a final distribution would be made on June 30, 20\\u00185, and the extended distribution plan completed. 8. The names and addresses of witnesses that can attest to the need for an extended distribution plan and the truth of the allegations contained in this petition are as follows: ___________________________________________, his mother, ___________________________________________, his grandfather, ___________________________________________, his grandmother. PETITIONER REQUESTS that the Court: \\u0018. Issue an order fixing the time and place of hearing on this Petition and to whom notice shall be given; 2. Make a determination that the appointment of an attorney for the minor is unnecessary because of the minor’s entry of appearance and waiver of counsel; 3. Make a determination that the extended distribution plan described in this petition is necessary to protect the minor’s planned college education and that the minor does not possess the ability to manage his estate at this time; 4. Authorize the conservator to maintain the estate and to manage same during the extended distribution period all subject to continuing bond and periodic accountings as required by law. RICHARD ROE Petitioner-Conservator (SWORN OR UNSWORN VERIFICATION) (See Form 250\\u0018) 2015 2700-\\u001808 Kansas Probate Forms 3d Reference K.S.A. 53-60\\u0018; 59-308\\u0018(a). Time After attaining age \\u00187 but not less than 30 days prior to the minor’s \\u00188 th birthday. Comment Whether to request an extended distribution plan is discretionary with the conservator. The factual basis must be established by a preponderance of the evidence. This petition may be verified by either a sworn or unsworn verification pursuant to K.S.A. 53-601. See Form 2501 for examples of both a sworn and unsworn verification. An unsworn verification need not be signed before a notary public. 2015