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Probate

Name: __________________________________________ Relation: ______________________ Age: _________ Address: ______________________________________________________________________________________ _____________________________________________________________________________________________ _____________________________________________________________________________________________ Decedent’s Information: SSN: ______________ Birthdate: _______________ Date of Death: _________________ Last Address: __________________________________________________________________________________ _____________________________________________________________________________________________ _____________________________________________________________________________________________ Decedent died:  Intestate (without a Will)  Testate (with a Will) PETITION lex et justitia C O M M O N W E A L T H O F K E N T U C K Y C O U R T O F J U S T I C E IN RE: Estate of _________________________________________________________________________________  PROBATE OF WILL PETITION FOR  APPOINTMENT OF ADMINISTRATOR/ADMINISTRATRIX  APPOINTMENT OF EXECUTOR/EXECUTRIX Petitioner states there has been no previous administration in the Decedent's estate in Kentucky or elsewhere. Further, Petitioner states that the statements in the caption are true, and that the names of the surviving spouse, heirs at law and next of kin known to Petitioner are as follows (use additional paper if necessary): Decedent owned/had interest in the following real estate with estimated market values as noted: _______________________________________________________________________________________________ _______________________________________________________________________________________________ _____________________________________________________________ Estimated Total: $ ________________ Case No. ____________________ Court ________________________ County ______________________ Division ______________________ AOC-805 Doc. Code: PPW Rev. 11-20 or PWF Page 1 of 3 Commonwealth of Kentucky Court of Justice www.kycourts.gov KRS 394.145; 395.015 Name: __________________________________________ Relation: ______________________ Age: _________ Address: ______________________________________________________________________________________ _____________________________________________________________________________________________ _____________________________________________________________________________________________ Name: __________________________________________ Relation: ______________________ Age: _________ Address: ______________________________________________________________________________________ _____________________________________________________________________________________________ _____________________________________________________________________________________________ This certifi es this Petition was prepared or subscribed by the undersigned in accordance with the meaning and tenor of Kentucky Civil Rule No. 11. (Attorney must prepare and present separate Order of Probate or complete Order on Page 3 of this Petition). (To be fi lled in duplicate). Attorney’s Signature:___________________________________________ Phone No.: _____________________ Attorney’s Name (Printed): _______________________________________________________________________ Address: _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ AOC-805 Rev. 11-20 Page 2 of 3 Decedent owned/had interest in the following personal property with estimated market values as noted: _______________________________________________________________________________________________ _______________________________________________________________________________________________ _____________________________________________________________ Estimated Total: $ ________________ Petitioner is indebted to or owes Decedent $______________. _____________________________________________________________________________ Petitioner applies for probate of Decedent's Will, fi led herewith, which is his/her Last Will and Testament. Petitioner prays ________________________________________________________________, whose address is _______________________________________________________________________________________________ _______________________________________________________________________________________________ be appointed  Executor/Executrix  Administrator/Administratrix of said estate and who off ers as surety on the bond the following: ________________________________________. (Check if applicable)  The above-named Executor/Executrix or Administrator/Administratrix requesting appointment is a nonresident of this state and designates ______________________________________, a resident of this county, residing at ___________________________________________________________ as his/her agent for the service of process in any action fi led against him/her as personal representative or personally, provided that such personal action accrued in the administration of the estate. All the foregoing statements are true. Petitioner's Signature:_____________________________________________ Phone No.: ___________________ Petitioner's Name (Printed): ________________________________________________________________________ Petitioner's Address: _____________________________________________________________________________ _____________________________________________ Notary Public, State At Large or Circuit Clerk/D.C. The foregoing was duly subscribed, sworn and acknowledged before me by _______________________________, this _______ day of ______________________, 2______. For Notaries: My commission expires: ____________________. My notary ID number is : ________________. Distribution: Case File Revenue Cabinet AOC-805 Rev. 11-20 Page 3 of 3 We, the undersigned, surviving spouse and next of kin of the above-named Decedent, resident of _________________ County, Kentucky, hereby waive notice of the hearing of the Petition and if applicable, the presentation of said Decedent's Will for probate and/or appointment of fi duciary, and request the Court to appoint _______________________________ as  Executor/Executrix  Administrator/Administratrix. WAIVER ______________________________________________ ______________________________________________ ______________________________________________ ______________________________________________ ______________________________________________ ______________________________________________ ______________________________________________ ______________________________________________ ____________________________________________ Judge's Signature _____________________________, 2______ Date Upon hearing, the Will off ered was proven by ______________________________________________ and ORDERED PROBATED as the Last Will and Testament of Decedent this _______ day of ________________________, 2______. The Court appoints: _______________________________________________________ as  Executor/Executrix OR Administrator/Administratrix of said estate and fi xes bond in the sum of $______________________  with surety OR without surety. IN RE: Estate of ________________________________________________________________________________ ORDER Petition fi led this _______ day of _________________, 2______. Will tendered this _______ day of _________________, 2______.

Petition

AOC-806 Doc. Code: OWF Rev. 5-14 Page 1 of 1 Commonwealth of Kentucky Court of Justice www.courts.ky.gov KRS Chapters 394 and 395 ORDER PROBATING WILL AND APPOINTING EXECUTOR/EXECUTRIX lex et justitia C O M M O N W E A L T H O F K E N T U C K Y C O U R T O F J U S T I C E Case No. ____________________ Court ____________________ County ____________________ Division ____________________ IN RE: Estate of _________________________________________________________________________________ Decedent’s Date of Death: __________________________ SSN: _________________________________ The Petition for probate of the Will of the above-named Decedent and for appointment of an Executor/Executrix came on for hearing on ___________________, 2_____. The Will was produced in open court and was [ ] self-proved under KRS 394.225 OR [ ] proved by _______________________________________________________________. IT IS THEREFORE ORDERED that the Will be, and it is, hereby admitted to probate as the Last Will and Testament of the Decedent. IT IS FURTHER ORDERED that ______________________________________________________, with an address of _______________________________________________________________________________ _______________________________________________________________________________________________ ______________________________________________________________________________________________, be and is, hereby appointed Executor/Executrix of said estate. The Court fixes bond in the sum of $_________________. WHEREUPON said Executor/Executrix took the oath prescribed by law and entered into and acknowledged the above-mentioned bond with [ ] approved Surety OR [ ] Surety having been waived. Date: ___________________________, 2_______. _______________________________________ Judge NOTICE OF ENTRY WAIVED: _______________________________________________ Petitioner’s OR Attorney’s Signature CERTIFICATION I, ____________________________________________, Clerk of the ____________________ District Court, do certify this constitutes a true and correct copy of the Order Admitting Will to Probate and Appointing Executor/Executrix, as recorded in my office. Date: __________________________, 2________. ________________________________________ Clerk By: _____________________________________, D.C Distribution: Original - Court File (with certified copy of Will) Copies - Executor/Executrix Revenue Cabinet (Inheritance Tax Section) Certified Copy - County Clerk (with original of Will); Petitioner is responsible for recording fee. District Probate

Order Probating Will & Appointing Executor/Executrix

IN Re: Estate of _______________________________________________________________________________ Proper petition having been filed and the Court having appointed _____________________________________ ____________________________________________________ as ________________________________________ _______________________________________________________________________________________________ of the above estate on the __________ day of _______________________________, 2_____, and the fiduciary having filed in Court bond in the sum of $_________________________, the amount fixed, with ________________________ _______________________________________________________________________________________ as surety, which was approved by the Court, said fiduciary was thereupon duly sworn as required by law and thus qualified on the above date. The above Order and Qualification is in full force and effect this ______________________________________. Attest: __________________________________________Clerk By: _______________________________________________ Deputy Clerk Case No. ___________________ Court District County ______________________ AOC-807 Doc. Code: CQ Rev. 6-10 Page 1 of 1 Commonwealth of Kentucky Court of Justice www.courts.ky.gov CERTIFICATE OF QUALIFICATION lex et justitia C O M M O N W E A L T H O F K E N T U C K Y C O U R T O F J U S T I C E (Date)

Certificate of Qualification

Case No. ___________________ Court _______________________ County ______________________ IN RE: Estate of _______________________________________________________________________________ Residence: ____________________________________________________________________________, Kentucky Social Security Number: _________________________ Date of Death: _________________________, 2______ The will was probated in ________________________ County on ______________________, 2______, of which the original or an accurate copy is submitted herewith to the Court for examination. Petitioner, _______________________________________________________________________, says that the statements in the caption are true, and the names of the life tenant and remaindermen of the instant trust are as follows (Write name, interest, age and address of each remainderman): _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ Petitioner states that the Trust, created under item _________ of the Will, consist of the following assets: Personal Estate $____________ Annual Income from Personal Estate $____________ Real Estate $____________ Annual Rents of Real Estate $____________ Petitioner states that the applicant is indebted to or owes decedent ______________________________. Petitioner prays the Court that _________________________________________________________________ be appointed as Trustee under said will, and __________________________________________________________ is offered as surety. Petitioner says that all statements in the foregoing petition are true. Date: _________________________, 2_______ ____________________________________________ Petitioner’s Signature Petitioner’s Address: ___________________________________________________________________________ ___________________________________________________________________________ ___________________________________________________________________________ Petitioner’s Social Security Number: ________________________________________________________________ Petition For APPointment oF trustee under Will AOC-820 Doc. Code: PAT & OAT Rev. 8-11 Page 1 of 2 Commonwealth of Kentucky Court of Justice www.courts.ky.gov KRS Chapter 386 This certifies that the within petition was prepared or subscribed by the undersigned in accordance with the meaning and tenor of CR 11. ________________________________________ _________________________________________ Attorney’s Signature Address/Phone Number Subscribed and sworn to before me by petitioner on ____________________________________, 2_______. My commission will expire___________________, 2_______. _____________________________________________ __________________________________________ Notary Public County, Kentucky AOC-820 Doc. Code: PAT & OAT Rev. 8-11 Page 2 of 2 Subscribed and sworn to before me by above-named affiant on _________________________________, 2_______. ______________________________________Clerk By:__________________________________________D.C. IN RE: Estate of__________________________________________________________________________, a decedent ORDER Petition filed in open Court on _________________________________________, 2_______. Upon hearing, the Court appoints _______________________________________________________________________________, Trustee of said estate, and fixes bond in the sum of $___________________. Date: __________________________, 2_______ _____________________________________________ Judge’s Signature WAIVER OF NOTICE The undersigned hereby waive notice of hearing and the right to appoint and request the court to make the appointment herein applied for: _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ AFFIDAVIT OF SURETY Affiant, _________________________________________________________________________________________, states that affiant is a resident of ___________________________ County of the Commonwealth of Kentucky, and that affiant has fee simple to and beyond amount of liens or encumbrances and homestead exemptions and subject to execution, real estate of value of $___________located at ______________________________________________ in affiant’s own name. Value of Property: $________________ Encumbrances and $________________ Homestead. ___________________________________________ ______________________________________ Surety’s Signature Phone Number Surety’s Address: _________________________________________________________________________________ _________________________________________________________________________________

Petition for Appointment of Trustee Under Will

AOC-825 Doc. Code: BF Rev. 2-17 Page 1 of 2 Commonwealth of Kentucky Court of Justice www.courts.ky.gov KRS 62.060; 395.130; 395.140; 454.180 -.185 FIDUCIARY BOND lex et justitia C O M M O N W E A L T H O F K E N T U C K Y C O U R T O F J U S T I C E IN RE: Estate of ________________________________________________________________________________ Address: ______________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ The Fiduciary named below having been appointed to act as ________________________________ by the order of ________________________ Court on ________________, 2_____, states the Fiduciary and Surety do hereby covenant to and with the Commonwealth of Kentucky in the sum of $___________________ for the use and benefit of all parties of interest herein, and the Fiduciary will faithfully perform and discharge all duties of the aforesaid trust according to law. Name of Fiduciary: ____________________________________________________________________________ Signature of Fiduciary: __________________________________________________________________________ Address: ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ Name of Surety: ____________________________________________________________________________ Signature of Surety: ____________________________________________________________________________ Address: ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ Name of Surety: ____________________________________________________________________________ Signature of Surety: ____________________________________________________________________________ Address: ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ (Each individual Surety other than licensed surety companies, banks and trust companies must complete the Affidavit of Surety on page 2 of this form) Taken and subscribed before me on this ______ day of ______________________, 2_____. ________________________________________Clerk By: ____________________________________ D.C. Attorney’s Signature: _____________________________________________ Phone No.: _____________________ Attorney’s Name (Printed): _________________________________________________________________________ Address: ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ Date: _________________________, 2______. Approved:_____________________________________Judge Case No. ____________________ Court ____________________ County ____________________ Division ____________________ Each individual Surety other than licensed surety companies, banks and trust companies must complete the Affidavit of Surety. AFFIDAVIT OF SURETY I swear (or affirm) I am a resident of ________________________ County, Kentucky; I own property worth double the amount to be secured by this bond beyond the amount of my debts; and, I own property in Kentucky subject to execution equal to the amount of this bond. Real estate (if any) is located in ________________________ County. If property is jointly owned, all owners must sign this affidavit. ___________________________________________ ___________________________________________ Surety’s Signature Surety’s Signature Subscribed and sworn before me on _____________________________, 2______. ________________________________________Clerk By: ____________________________________ D.C. AOC-825 Rev. 2-17 Page 2 of 2

Fiduciary Bond

lex et justitia C O M M O N W E A L T H O F K E N T U C K Y C O U R T O F J U S T I C E Case No. ____________________ Court ____________________ County ____________________ Division ____________________ District/Probate AOC-830 Doc. Code: PDA & ODA Rev. 12-16 Page 1 of 2 Commonwealth of Kentucky Court of Justice www.courts.ky.gov KRS 391.030; 394.145; 395.455; 396.095 Petition/order to disPense With AdministrAtion (Surviving Spouse/Children/Preferred Creditor) IN RE: Estate of _______________________________________________________________________ Address: ________________________________________ Date of Death: _____________________________ ________________________________________ ________________________________________ Date of Birth: _____________________________ Social Security Number: ____________________________ PETITION Comes the Petitioner, being first duly sworn, and states as follows: 1. Decedent died [ ] testate [ ] intestate with residence at the above listed address and on the above date. 2. At the time of death, decedent left no estate to be administered with the exception of the following assets (include value for each asset listed): _____________________________________________________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________ 3. In relation to the above named decedent, I am the (check all that apply) [ ] surviving spouse [ ] only surviving child [ ] surviving child whose surviving siblings have signed a waiver herein or attached a waiver [ ] preferred creditor [ ] preferred creditor of the decedent whose surviving spouse has signed a waiver herein or attached a waiver [ ] assignee of the preferred creditor. 4. [ ] (check if applicable) Petitioner applies for Probate of Decedent's Will, filed herewith, which is his/her Last Will and Testament. 5. As a preferred creditor/assignee of decedent, I have paid the following claim(s) against the estate in the following order Claim Payee Amount a. Cost and Expenses of Administration __________________________________ ____________ b. Funeral expenses __________________________________ ____________ c. Debts and taxes with preference under federal and Kentucky Law __________________________________ ____________ d. Other __________________________________ ____________ 6. I certify that there has been no previous administration of decedent's estate within Kentucky or elsewhere. (Name of Decedent) (attach receipts): Subscribed and sworn before me by petitioner on _________________________________, 2_______. My commission expires _____________________. _____________________________________________________ Name/Title Because the exemption given to the above surviving spouse/child(ren) and/or claim(s) of the above preferred creditor/ assignee equals or exceeds the value of the above estate asset(s), I ask this Court to dispense with the administration of the above estate and to transfer the above personal property to me or my designee, ________________________________. ____________________________________ _______ _____________________________________________ Name of Surviving Spouse Waiving Preference Age Signature of Surviving Spouse Waiving Preference (Please Print) (If Petitioner is not Decedent’s Spouse) Address/P.O. Box Address: _________________________________________________________________________ _______________________________________________________________________________________________ _____________________________________________ ____________________________________________ Signature of Surviving Child Waiving Preference Signature of Surviving Child Waiving Preference __________________________________________ Petitioner’s Signature Address: _______________________________________________________________________________________ _______________________________________________________________________________________________ Phone Number: __________________________________ ORDER [ ] Upon hearing, the Will offered was proven by ______________________________ and ORDERED PROBATED as the Last Will and Testament of Decedent this _________ day of __________________________________, 2________. The Will shall be probated only and no letters of administration shall be issued. Upon verified petition of the above petitioner, IT IS HEREBY ORDERED that the petition be granted to dispense with the administration of the estate of the above decedent, and the above personal property is transferred to petitioner or his/her designee, _____________________________________________________________________________. ________________________________, 2_______ ____________________________________________ Date Judge’s Signature AOC-830 Rev. 12-16 Page 2 of 2 CERTIFICATE I certify that this petition and order were prepared in accordance with CR 11. ___________________________________________ _____________________________________________ Attorney for Petitioner Address and Phone Number Distribution: Court File Petitioner

Petition/Order to Dispense with Administration (Surviving Spouse/Children/Preferred Creditor)

IN RE: Estate of _________________________________________________________________________________ ORDER APPOINTING FIDUCIARY lex et justitia C O M M O N W E A L T H O F K E N T U C K Y C O U R T O F J U S T I C E AOC-840 Doc. Code: OFID Rev. 12-03 Page 1 of 1 Commonwealth of Kentucky Court of Justice www.kycourts.gov KRS 395.105; 395.110 Case No. ____________________ Court ________________________ County ______________________ Division ______________________ Upon hearing the Petition of ________________________________________________________, the Court appoints ____________________________________________ to act as ____________________________________ of said estate and fixes bond in the sum of $____________ q with approved Surety OR q with Surety having been waived. ________________________________________ Clerk I, _______________________________________, Clerk of the __________________________ District Court, certify this is a true and correct copy of the Order Appointing Fiduciary as recorded in my office. This Order and Qualification is in full force and effect. By: ____________________________________, D.C. Date: ___________________________, 2______ To be completed on copies only: CERTIFICATE OF QUALIFICATION ____________________________________________ Judge's Signature _______________________________, 2______ Date District

Order Appointing Fiduciary

IN RE: Estate of _________________________________________________________________________________ The Court appoints __________________________________________________________________________ to act as [ ] Public Administrator and/or [ ] Guardian of said estate and fixes bond in the sum of $ ___________ with approved Surety. Date: ____________________________, 2_______ ___________________________________________ Judge’s Signature Case No. ____________________ Court _______________________ County ______________________ AOC- 840.1 Doc. Code: OAPA Rev. 10-11 Page 1 of 1 Commonwealth of Kentucky Court of Justice www.courts.ky.gov KRS 395.380 ORDER APPOINTING PUBLIC ADMINISTRATOR AND/OR GUARDIAN lex et justitia C O M M O N W E A L T H O F K E N T U C K Y C O U R T O F J U S T I C E District/Probate To be completed on copies only: CERTIFICATE OF QUALIFICATION I, _____________________________________________, Clerk of the ________________________________ District Court, certify this is a true and correct copy of the Order Appointing Public Administrator and/or Guardian as recorded in my office. This Order is in full force and effect. Date: _______________________________, 2_______ _______________________________________ Clerk By: ____________________________________, D.C.

Order Appointing Public Administrator and/or Guardian

IN RE: Estate of ______________________________________________________________________________ Decedent’s Date of Death: ______________________ Decedent’s SSN: ______________________________ Description of Assets Estimated Value AOC-841 Doc. Code: INV Rev. 2-17 Page 1 of 2 Commonwealth of Kentucky Court of Justice www.courts.ky.gov KRS 395.250 INVENTORY AND APPRAISEMENT OF ESTATE lex et justitia C O M M O N W E A L T H O F K E N T U C K Y C O U R T O F J U S T I C E Case No. ____________________ Court ____________________ County ____________________ Division ____________________ Description of Assets Estimated Value Total Estimated Value: $_______________________ I submit the foregoing as the Inventory of the above-named Decedent’s estate; which Inventory was made on ____________________________________, 2_______. ________________________________________________________ Signature of Executor/Executrix or Administrator/Administratrix Subscribed and sworn before me on ______________, 2_____. My commission expires: ______________, 2_____. ______________________________________________ Name/Title Attorney’s Signature: ______________________________________________ Phone No.: ____________________ Attorney Name (Printed): __________________________________________________________________________ Address: _______________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ CLERK’S CERTIFICATE The foregoing Inventory having been returned to me in duplicate, the original is now filed in my office and the duplicate mailed to the Commissioner of Revenue, Commonwealth of Kentucky this on_____________, 2_____. _________________________________________ Clerk By: ______________________________________ D.C. Distribution: Court File (original) Revenue Cabinet AOC-841 Rev. 2-17 Page 2 of 2

Inventory and Appraisement of Estate

IN RE: Estate of _________________________________________________________________________________ Fiduciary’s Name: ________________________________________________________________________________ Address: _______________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ Attorney’s Name: ________________________________________________________________________________ Address: _______________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ Laws of Kentucky require fiduciaries to periodically file in the District Court Clerk’s Office an Inventory and Periodic or Final Settlement Report. The filing of one of these documents is past due. You must comply with the law within 30 days of this notice, otherwise you are subject to a fine of $10.00 per day and to proceedings which may result in your removal as Fiduciary of this estate. Also, you may not be paid for your services to the estate. Date: ___________________________, 2_____ ____________________________________________ Judge’s Signature Case No. ___________________ Court District County ______________________ AOC-845 Doc. Code: NFF Rev. 9-09 Page 1 of 1 Commonwealth of Kentucky Court of Justice www.courts.ky.gov KRS 387.090; 387.100; 395.250; 395.255; 395.635; 395.990 Notice of Failure to File Inventory / Settlement / Report lex et justitia C O M M O N W E A L T H O F K E N T U C K Y C O U R T O F J U S T I C E

Notice of Failure to File Inventory/Settlement/Report

Case No.______________________ Court_________________________ County_______________________ Division_______________________ _________________SETTLEMENT of________________________________________________as________________ of the_____________________________________________________________________________________________ DateVoucher No.ReceiptsDisbursements AOC-846 Doc. Code: SET Rev. 3-00 Page 1 of 2 Commonwealth of Kentucky Court of Justice KRS 395.600 - .657 DateVoucher No.ReceiptsDisbursements Total Receipts and Disbursements To The Judge of The________________________District Court: I hereby certify that the foregoing is a true and correct statement of the amounts received and paid out by me as ________________________of the__________________ ________________from__________________to this date. __________________________________________ Subscribed in my presence, and sworn to before me by the said______________________this the________day of ____________________________in the year _________. __________________________________________ Notary Public, _______________________________ County, ________________________. My commission as Notary Public will expire___________________________ ______________________________________________ Attorney Name & Address (If any) It is now ordered that this Settlement be filed in the Clerk's office; advertised in accordance with statutory regu- lations; and continued for exceptions. _____________________________________Judge Noted of record, and filed therein, this____________ __________________________________ _____________________________________Clerk By___________________________________, D.C. Having been appropriately advertised on__________ _____________________________, and no exceptions having been filed, this Settlement is now approved; ordered recorded; the estate now closed; the personal representa- tive discharged; and the surety relieved effective this date. _____________________________________Judge AOC-846 Doc. Code: SET Rev. 3-00 Page 2 of 2

Settlement of Estate

INFORMAL FINAL SETTLEMENT: AFFIDAVIT, MOTION, AND ORDER lex et justitia C O M M O N W E A L T H O F K E N T U C K Y C O U R T O F J U S T I C E AOC-850 Doc. Code: AFF & SETI Rev. 2-17 Page 1 of 2 Commonwealth of Kentucky Court of Justice www.courts.ky.gov KRS 395.605 IN RE: Estate of __________________________________________________________________________________ Date of Death: ___________________________________ Social Security Number: _________________________ (month, day, year) AFFIDAVIT/MOTION Comes the affiant, being first duly sworn, and states as follows: 1. Six months have passed since my appointment as fiduciary to the above estate. 2. q I am sole beneficiary. q I am not sole beneficiary, but I have attached a verified waiver from each beneficiary (AOC-851). (No verified waiver is required of the “nonresiduary legatee,” a beneficiary who has received and receipted for his/her share pursuant to a specific will provision. The cancelled check or signed receipt is attached as evidence of satisfaction.) 3. The estate is solvent. 4. q All legal claims and debts have been paid. q All legal claims and debts have not been paid, but have been provided for in the following manner: ___________________________________________________________________________________ __________________________________________________________________________________. 5. All inheritance, estate or similar death taxes have been paid. A duplicate or photocopy of such tax releases is attached, if available. 6. All court costs have been paid. 7. q My attorney's fee is _________________________. His/her name and address: Name: _______________________________________________________________________ Address: _____________________________________________________________________ _____________________________________________________________________ _____________________________________________________________________ q I do not have an attorney. 8. Each beneficiary has received his/her share. Case No. ____________________ Court ____________________ County ____________________ Division ____________________ I ask this Court to dispense with the requirements of KRS Chapter 395 regarding settlement of fiduciaries' accounts and dispense with the requirements of a surety for the fiduciary and accept this informal settlement as final settlement. ___________________________________________________ Affiant ___________________________________________________ Address ___________________________________________________ ___________________________________________________ ___________________________________________________ Phone Number ______________________________________________, 2________.Subscribed and sworn to before me this (day)(month) (year) ____________________________________________ Name/Title ORDER Upon the affidavit/motion of the above affiant/fiduciary, IT IS HEREBY ORDERED that the requirements of KRS Chapter 395 regarding settlement of fiduciaries' accounts and the requirements of a surety for the fiduciary are waived, the informal settlement is filed, and the fiduciary (and surety, if any) is discharged. ________________________________, 2_______ ____________________________________________ JudgeDate NOTICE TO CLERK AND JUDGE: When a settlement is effected in the informal manner, no notice to any person shall be required (for example, NOADVERTISEMENT IS REQUIRED) nor shall the court be compelled to inquire into detailed items of income or disbursements. KRS 395.605(1). Original - Court File Copy - Affiant / Attorney AOC-850 Rev. 2-17 Page 2 of 2

Informal Final Settlement: Affidavit, Motion and Order

NOTICE: To be used with AOC- 850, Informal Final Settlement: Affidavit, Motion and Order, when there is more than one (1) beneficiary. IN RE: Estate of _________________________________________________________________________________ We, the undersigned beneficiaries of the above estate, being under no legal disability unless noted, state under oath that we consent to the Informal Settlement of the estate, hereby waiving requirements of KRS Chapter 395 regarding settlement of fiduciaries’ accounts. ___________________________________________ ____________________________________________ ___________________________________________ ____________________________________________ ___________________________________________ ____________________________________________ ___________________________________________ ____________________________________________ ___________________________________________ ____________________________________________ ___________________________________________ ____________________________________________ ___________________________________________ ____________________________________________ ___________________________________________ ____________________________________________ ___________________________________________ ____________________________________________ ___________________________________________ ____________________________________________ Case No. ____________________ Court _______________________ County ______________________ AOC-851 Doc. Code: WFS Rev. 1-05 Page 1 of 1 Commonwealth of Kentucky Court of Justice www.courts.ky.gov KRS 395.605(2) AFFIDAVIT OF WAIVER OF FORMAL SETTLEMENT lex et justitia C O M M O N W E A L T H O F K E N T U C K Y C O U R T O F J U S T I C E Subscribed and sworn to before me by beneficiaries whose names are ________________________________ _________________________________________________________________________________________ _________________________________________________________________________________________ on _________________________, 2______. My commission expires: _________________________. ______________________________________________ Name/Title NOTICE TO JUDGE: If one or more beneficiaries is under a disability, you may allow the filing of an Informal Settlement if you are of the opinion the best interests of the person under the disability would be served. KRS 395.605(3). You may require Fiduciary to execute bond with or without Surety to insure application of estate assets to debts of Decedent. KRS 395.605(2). District Probate

Affidavit of Waiver of Formal Settlement

I, the undersigned Affiant, hereby swear and affirm that I am submitting the estate of: ___________________________ _______________________________________________. [ ] a person whose spouse or surviving children are eligible for state death gratuity death benefits(the estate of any police officer, sheriff, deputy sheriff, corrections employee with the power of a peace officer pursuant to KRS 196.037, any metropolitan or urban-county correctional officer with the power of a peace officer pursuant to KRS 446.010, any jailer or deputy jailer, any auxiliary police officer appointed pursuant to KRS 95.445, or any citation or safety officer appointed pursuant to KRS 83A.087 and 83A.088, firefighter, or member of the Kentucky National Guard on state active duty pursuant to KRS 38.030, or a member of a state National Guard or a Reserve component on federal active duty under Title 10 or Title 32 of the United States Code who names Kentucky as home of record for military purposes, whose death occurs on or after July 1, 2002, as a direct result of an act in the line of duty). OR [ ] a regular member of the United States Armed Forces who names Kentucky as home of record for military purposes, whose death occurred as a direct result of an act in the line of duty. Accordingly the estate is exempt from all probate fees, including but not limited to those established by the Supreme Court of Kentucky pursuant to KRS 23A.200 and 24A.170, or imposed under KRS 24A.185, 64.012, and 172.180. Submitted this _____ day of __________________, 2_____. ____________________________________ ______________________________________ Affiant/Petitioner’s Name (Please Print) Affiant/Petitioner’s Signature Case No. ____________________ Court _______________________ County ______________________ AOC- 860 Doc. Code: AFPFE Rev. 6-12 Page 1 of 1 Commonwealth of Kentucky Court of Justice www.courts.ky.gov KRS 23A.200; 24A.170; 24A.185; 61.315; 64.012; 172.180 AFFIDAVIT FOR PROBATE FEE EXEMPTION AND ORDER lex et justitia C O M M O N W E A L T H O F K E N T U C K Y C O U R T O F J U S T I C E Subscribed and sworn before me by petitioner on _________________________________, 2_______. My commission expires _____________________. _____________________________________________________ Name/Title Clerk: If this form is filed with a petition to probate an estate, collect no filing fees and present to the judge for signature. ORDER IT HEREBY ORDERED [ ] that the above-styled estate is exempt from all probate fees pursuant to KRS 61.315. [ ] that the above-styled estate is not exempt from all probate fees. The petitioner is hereby directed to pay the appropriate fees to the office of the Circuit Clerk within 30 days of this order. SO ORDERED this _____ day of _______________ 2____. ___________________________________________ Judge Distribution: File Petitioner County Clerk District/Probate

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