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Delaware

## **General Forms Information** 

In Delaware the [local Court of Chancery](https://courts.delaware.gov/locations/chancery.aspx "‌") handles estate matters. There are three Chancery courts, one for each of Delaware’s three counties. The state of Delaware does not provide statewide standardized probate forms, rather, the Register of Wills, who is a clerk of the Court of Chancery, maintains their own Register website, which includes county specific forms. These websites are included below.  Select “Forms” from the menu to be taken to their listing of online forms.

- [New Castle Register](https://www.nccde.org/152/Register-of-Wills "‌")
- [Kent Register](https://www.co.kent.de.us/register-of-wills-office.aspx "‌")
- [Sussex Register](https://www.sussexcountyde.gov/register-wills "‌")

### **Small Estate Affidavit** 

The Small Estate Affidavit process in Delaware is an estate settlement option for smaller estates that bypasses the probate process and usually requires only one form.

The interested party completes the Small Estate Affidavit form and signs in front of a notary. This completed affidavit can then be used to obtain possession of estate assets by presenting the affidavit to current custodians. If everything goes smoothly no court involvement will ever be required

The Small Estate Affidavit process can generally be used if:

- The value of all solely owned personal property is less than $30,000
- The decedent did not own real property (i.e., real estate) in Delaware, either solely or as tenants in common
- At least 30 days have passed since the date of death
- Any surviving spouse''s allowance has been paid, provided for, waived, or the time limit for such a request has expired
- All known debts are paid or provided for
- No petition has already been made to the court to officially appoint a personal representative

The Small Estate Affidavit process usually involves forms or affidavits such as: 

- Small Estate Affidavit Form (visit your local Chancery Court to obtain a copy) **OR**
- Request for Small Estate Affidavit Via Mail Form (must have a valid reason for why you cannot obtain the affidavit form in person).
  - [New Castle Register](https://www.newcastlede.gov/DocumentCenter/View/41188/Small-Estate-Affidavit-Mail-In-Request-Fillable-Revised-7-14-2021?bidId= "‌") and [Kent Register](https://www.co.kent.de.us/media/987047/REQUEST-FOR-SMALL-ESTATE-AFFIDAVIT-VIA-MAIL-20170510-Revised_4-9-2020.pdf "‌") both offer this mail option
  - Sussex Register does not have this mail option available on their website and thus you will need to contact them directly

### **Formal Probate**

In Delaware, an estate must be probated if the decedent had more than $30,000 in personal property in his/her name alone, or the decedent owned Delaware real estate in his/her name alone, either solely held or as a tenant in common. In most cases, to open a probate estate, you must make an appointment with your local Chancery Court.

Some of the forms most commonly associated with Formal Probate include:

- Petition for Authority to Act as Personal Representative
- Power of Attorney Form (if the personal representative does not live in Delaware)
- Inventory
- Accounting Form (with receipts)
- List of Beneficiaries 
- Beneficiary Waiver(s)
- Spousal Allowance Request Form 
- Renunciation Form (if the person with priority to serve as personal representative, by Will or by law, will not serve)
- Commission Letter for Personal Representative

District of Columbia

Florida

Georgia

Hawaii

## **General Forms Information** 

In Hawaii, the local [Circuit Court](https://www.courts.state.hi.us/courts/circuit/circuit_courts "‌") handles wills and estate probate. In most cases, Hawaii does not provide state level standardized probate forms to the public. You can either craft your own based on statute requirements, or ask a lawyer to prepare them for you. Some forms may be available at the county level, so be sure to check with your local Circuit Court first.

### **Small Estate - Affidavit**

The Small Estate process in Hawaii is an estate settlement option for smaller estates that bypasses the court entirely and usually requires only one form. The successor completes the Small Estate Affidavit, signs in front of a notary, then presents the affidavit to anyone holding any property items owed to the decedent, in order to obtain possession of that property.

The Small Succession Affidavit process can generally be used if:

1. The gross value of the estate is less than $100,000 (not including vehicles owned by decedent),
2. The estate does not include real property owned solely by the decedent
3. No petition has already been made to the court to officially appoint a personal representative

The Small Estate Affidavit process usually involves forms or affidavits such as: 

- [Small Estate Affidavit](https://www.courts.state.hi.us/docs/form/hawaii/3CE210.pdf "‌")
- [Affidavit for Collection of Personal  Property (Vehicle)](https://www.courts.state.hi.us/docs/form/hawaii/3CE312.pdf "‌")

### **Small Estate - Court Clerk Administration**

The Small Estate Court Clerk Administration is another option available for handling small estates. If the estate has a gross value of less than $100,000, the court clerk may be able administer the estate for you – saving you effort and time.  Using Court Clerk Administration, the court clerk will handle everything, acting as the personal representative for the estate. However, Court Clerk Administration does come with a cost – a fee of approximately 3% of the estate, plus administration expenses. 

The Court Clerk Administration process can generally be used if:

1. The gross value of the estate is less than $100,000 (under this process, the estate can include real property, but must still fall below the $100,000 limit)
2. No personal representative has already been appointed

Some of the forms most commonly associated with Small Estate - Court Clerk Administration include:

- Petition for Court Clerk Administration

### **Summary Administration**

Summary Administration (also known as simplified probate) can also be used for small estates. Summary Administration does involve opening a probate case, but the process is much more streamlined than informal or formal probate (discussed below). This saves both time and money for the estate and the personal representative.

Summary Administration can generally be used if the value of the entire estate, minus liens and encumbrances (i.e. debts), does not exceed the value of:

1. The homestead allowance (a set amount a surviving spouse or children are entitled to under Hawaii law)
2. Exempt property (a set amount of personal property, such as furniture and household items, that must be given to a surviving spouse or children),
3. The family allowance (a set amount that a surviving spouse or children are entitled to under Hawaii law)
4. Costs of probate administration
5. Reasonable funeral expenses, AND
6. Medical expenses of a last illness

Some of the forms most commonly associated with Summary Administration include:

- Petition for Informal Probate 
- Application for Informal Appointment of Personal Representative 
- Letters of Administration/Letter Testamentary
- Inventory 
- Final Accounting 
- Closing Statement 

### **Informal Probate**

Most Hawaii probates can be opened as Informal Probate proceedings. An Informal Probate can generally be used when there are no creditor problems to resolve, and you don''t expect any issues to arise between heirs, beneficiaries, etc. However, the proceeding can be converted to a formal proceeding if an issue does arise.

Under the Informal Probate process, a Personal Representative is appointed by a court registrar, not a judge, so no court appearances are required. The probate can be completed by filing all necessary documents with the probate court, without the probate judge having to step in to make any decisions. Therefore, Informal Probates are generally much quicker and less expensive when compared to Formal Probate (discussed below).

Some of the forms most commonly associated with Informal Probate include:

- Application for Informal Probate 
- Application for Informal Appointment of Personal Representative
- Letters Testamentary OR Letters of Administration
- Notice to Creditors
- Proof of Publication
- Inventory and Appraisal
- Final Accounting
- Closing Statement of Personal Representative

### **Formal Probate**

Formal Probate would be used when an estate does not qualify for probate through affidavit, summary administration, or informal administration. The Formal Probate process can be either Unsupervised or Supervised. 

1. **Unsupervised Formal Probate** is usually used when there is a problem regarding one or more specific issues regarding the estate, or when the Personal Representative wants to limit their liability by having the court more involved with their decision making. Unsupervised Formal Probate may involve a few court appearances to allow the probate judge to resolve a problem, or to direct and approve certain actions taken by the Personal Representative.
2. **Supervised Formal Probate** is generally used when there is a major dispute over an estate, requiring the probate judge to supervise the entire case. There may be many court appearances and often a Supervised Formal Probate may take years to finalize and require significant legal fees.

Some of the forms most commonly associated with Formal Probate include:

- Petition for Probate of Will and Appointment of Personal Representative
- Acceptance of Appointment 
- Receipt for Notice of Hearing
- Letters Testamentary OR Letters of Administration
- Notice to Creditors
- Inventory and Appraisal
- Final Accounting
- Approval, Request, and Waiver of Notice
- Petition for Approval of Final Accounts and Distribution and Complete Settlement of Estate
- Final Receipt

Idaho

## **General Forms Information**

In Idaho, the Magistrate Division of the local [County Court](https://isc.idaho.gov/files/county_courthouse_directory.pdf "‌") or the [District Court](https://isc.idaho.gov/district-courts "‌") handles wills and estate probate.

In most cases, Idaho does not provide standardized probate forms to the public. You can either craft your own based on statute requirements, or ask a lawyer to prepare them for you (which is the method recommended by many of the clerks of courts). Some forms may be available at the county level, so be sure to check with your local court first.

### **Small Estate Affidavit**

The Small Estate Affidavit process in Idaho does not involve a court proceeding and usually requires only one form. The successor completes the affidavit, signs in front of a notary, then presents the affidavit to anyone holding any property items owed to the decedent to collect the property.

In most cases, Small Estate Affidavits only apply if:

1. The total value of the estate probate assets are less than $100,000
2. The probate estate has no real property
3. At least 30 days have passed since the death of the decedent, **AND**
4. No petition has already been made to the court to officially appoint a personal representative

The Small Estate Affidavit process usually involves forms or affidavits such as: 

- [Small Estate Affidavit Form](https://www.idaholegalaid.org/sites/idaholegalaid.org/files/AFFIDAVIT%20FOR%20COLLECTION%20OF%20PERSONAL%20PROPERTY%20PURSUANT%20TO%20SMALL%20ESTATE%20PROCEEDING.docx "‌")

Other forms that may be applicable:

- [Transportation Department Small Estate Affidavit](https://itd.idaho.gov/wp-content/uploads/2016/06/3413.pdf "‌") \- use to claim ownership of a motor vehicle (file with the local DMV Office)

### **Informal Probate**

Informal probate simply means that probate is filed with the court, but is not supervised by the court. In other words, once the personal representative is appointed over the estate, that individual has the authority to move forward with completing all probate related tasks without the need for approval from the court.

Informal Probate can be an option for estates that do not qualify for the Small Estate Affidavit process mentioned above. It can be used whether there is or is not a written last will and testament, whether or not real estate is involved, and/or when the value of the estate is worth more than $100,000.

Some of the forms most commonly associated with Informal Probate in Iowa include:

- An Application for Informal Probate and Appointment of a Personal Representative 
- Petition to Probate Will
- Acceptance of Appointment 
- Statement of Informal Probate and Appointment of Personal Representative
- Letters Testamentary or Letters of Administration
- Notice to Heirs and Devisees
- Notice to Creditors
- Affidavit of Publication
- Inventory and Appraisement
- Petition for Distribution of Estate Assets
- Receipt and Release
- Accounting
- Informal Verification Statement of Personal Representative Closing Estate

### **Formal Probate**

In a formal probate, the estate will receive the full attention of the court. A formal probate procedure is recommended when there are disputes concerning the validity of a will or the appointment of a personal representative, when there are questions concerning potential heirs, when there are potential challenges surrounding distribution of estate property, and/or when family members are contentious.

Formal probate may be requested by the person listed as the personal representative, or by beneficiaries or other individuals who prefer that the court oversee and approve the actions of the personal representative before they are taken. The advantages of this type of administration include less liability on the personal representative since there is more court oversight. The disadvantages include the time it takes for the estate to close and the higher costs. 

Despite the higher level of court involvement, the formal probate process is similar to the informal process.

Some of the forms most commonly associated with Formal Probate in Iowa include:

- An Application for Formal Probate and Appointment of a Personal Representative 
- Petition to Probate Will
- Acceptance of Appointment 
- Statement of Formal Probate and Appointment of Personal Representative
- Letters Testamentary or Letters of Administration
- Notice to Heirs and Devisees
- Notice to Creditors
- Affidavit of Publication
- Inventory and Appraisement
- Petition for Distribution of Estate Assets
- Receipt and Release
- Accounting
- Verification Statement of Personal Representative Closing Estate.  

### **Summary Administration of Estate**

Summary Administration of an Estate is a particular type of probate sometimes available to only a surviving spouse. It can be used for any size estate and whether or not there was a will, as long as the property of the estate was considered “[community property](https://www.weareatticus.com/terms/right-of-survivorship "‌")”. 

If there was a will, the property passes to the surviving spouse by way of the will.  If there was no written will, but all the property owned by the deceased spouse was community property, the Idaho statutes state that all the property will go to the surviving spouse. Since Idaho is considered a community property state, in most circumstances, a Summary Administration can be used by the surviving spouse.

Summary Administration is a fairly fast process that begins with filing a Petition for Summary Administration. A hearing is scheduled and, if all is in order, the Court will sign a “Decree Vesting Estate in Surviving Spouse”. This decree is a court order that legally transfers the estate, property, and debts, to the surviving spouse. The spouse would use the decree to obtain possession of any of the estate assets by presenting it to current custodians of the property.

This process usually involves forms or affidavits such as: 

- [Petition for Summary Administration](https://www.idaholegalaid.org/sites/idaholegalaid.org/files/Petition%20for%20Summary%20Admin%20-%20surviving%20spouse.docx "‌")

Illinois

## **General Forms Information**

In Illinois, the local [Circuit Court](http://illinoiscourts.gov/CircuitCourt/CCInfoDefault.asp "‌") handles wills and estate probate. Unfortunately, the state of Illinois does not provide statewide standardized probate forms. Some probate forms are found at the county level. A listing of some of the county level Circuit Courts with forms included on their website are:

- [Cook County](https://services.cookcountyclerkofcourt.org/Forms/ "‌")
- [Kane County](http://cic.countyofkane.org/Pages/Forms.aspx "‌")
- [Lake County](https://www.lakecountycircuitclerk.org/court-forms "‌")
- [St. Clair County](https://www.co.st-clair.il.us/departments/circuit-clerk/documents-and-forms?subDirectory=DocDirwebdocuments%5Cdepartments%5Ccircuitclerk%5CProbate "‌")
- [Will County](https://www.circuitclerkofwillcounty.com/Court-Forms/decedent-estate-packet%20%20https://services.cookcountyclerkofcourt.org/Forms/ "‌")

If you don’t see your county listed here, check with your local court check to determine whether they have their own equivalent forms, or if they will allow you to use forms created by another court. If no county specific forms are available, a local trust & estates attorney can assist with the drafting of any necessary forms and the submission of them to the courts on behalf of the estate. 

### **Small Estate Affidavit**

The Small Estate process in Illinois is an estate settlement option for smaller estates that bypasses the court entirely and usually requires only one form. The successor completes the Small Estate Affidavit, signs in front of a notary, then presents the affidavit to anyone holding any property items owed to the decedent in order to obtain possession of that property.

The Small Succession Affidavit process can generally be used if:

- The qualified gross value of the estate is less than $100,000.
- The estate contains no real property (i.e. real estate)
- No one has been appointed executor for the estate, and there are no known plans for such an appointment
- There is no known conflict or potential dispute among the potential heirs
- The will, if one exists, has been filed with the court

The Small Estate Affidavit process usually involves forms or affidavits such as: 

- Small Estate Affidavit

### **Summary Administration**

Summary Administration is an option for small estates that include real property. Summary Administration does not allow probate to be bypassed completely (as with the affidavit process above), but it is much more streamlined than full probate, saving both time and money. 

Using Summary Administration distribution of the decedent''s property is possible without the issuance of Letters of Office to a Representative, and without the filing of an Inventory or Accounting.

Summary Administration can generally be used if:

- The gross value of the real and personal property of the probate estate is less than $100,000
- The estate has paid or will pay all state and federal taxes owed
- All people named in the will to inherit, and all heirs-at-law (people who would inherit if there were no will) have consented in writing to a summary administration
- Each person who will receive a distribution provides a bond promising to repay that distribution if a valid debt claim arises
- The petitioner has published a notice informing all persons of the death of the decedent and of the filing of the petition for distribution of the estate on summary administration

Some of the forms most commonly associated with Summary Administration include:

- Petition for Summary Administration OR Petition for Summary Intestate Administration
- Notice of the Death
- Notice of the Summary Administration Petition
- Notice of the Hearing
- Publication (in newspaper)
- Proof of Publication
- Order Authorizing the Summary Administration

### **Formal Probate**

There are two types of Formal Probate in Illinois – Independent and Supervised.

1. **Independent Administration** is typically used for uncontested estates in Illinois, as long as the will (if there is one) does not expressly forbid independent administration. Independent Administration still includes court proceedings, as a judge must approve certain actions taken by the Personal Representative, but it is generally a faster process with lower court costs and attorney fees than the alternative Supervised Administration, since a judge is not required to approve every action taken by the executor.
2. **Supervised Administration** includes court supervision over almost every step of the probate process. Supervised Administration is generally used when:
   - The will expressly forbids independent administration
   - An interested person is a minor or person with legal disability and the court finds that the ward’s interests are not adequately represented
   - An interested person objects to independent administration
   - There is a dispute involving the estate, including the validity of the will
   - When the estate is complex or contentious

Some of the forms most commonly associated with Formal Probate in Illinois include:

- Petition for Probate of Will and Letters Testamentary OR Petition for Letters of Administration 
- Oath and Bond
- Affidavit of heirship;
- Order declaring heirship.
- Notice of Hearing
- Notice of Administration to Heirs
- Proof of Mailing Notice
- Acceptance of Office
- Notice to Known Creditors
- Notice by Publication to All Creditors
- Inventory
- Final Report
- Receipt on Distribution
- Notice of Final Report

Indiana

## **General Forms Information**

In Indiana, probate and estate matters are handled in the local [Circuit or Superior Court](https://www.in.gov/judiciary/files/court-directory.pdf "‌"). [St. Joseph County](https://www.sjcindiana.com/1988/Probate-Court "‌") is the only county that also has a specialized Probate Court.

Indiana does not provide statewide forms for probate. Many Indiana probate forms are found at the county level. A listing of some of the county level Circuit Courts with forms included on their website are:

- [Allen County Forms](https://allencoclerk.us/legal-forms-resources/forms/probate-forms/ "‌")
- [Marion County Forms](https://www.indy.gov/activity/civil-division-court-d08 "‌") 
- [Lake County Forms](https://www.lakecountycircuitclerk.org/divisions/civil-division/probate-records/wills-and-probate "‌")
- [Monroe County Forms](https://www.co.monroe.in.us/department/division.php?structureid=173 "‌")

If you don’t see your county listed here, check with your local court. If no county specific forms are available, a local trust & estates attorney can assist with the drafting of any necessary forms and the submission of them to the courts on behalf of the estate. 

### **Small Estate Affidavit**

Small Estates in Indiana may be eligible for the Small Estate Affidavit process, allowing a person to settle an estate with no court involvement. Unlike most probate processes, the Small Estate Affidavit process does not generally require an attorney and usually needs only one form. Since property that passes outside of probate is not counted in the probate estate, often even relatively large estates might qualify for the small estate affidavit.

Once the affidavit is completed, it can be used to obtain possession of estate assets simply by presenting the affidavit to current custodians of the property.

In most cases, Small Estate probate only applies if:

- The value of the probate estate is less than $50,000 for deaths on or before June 30, 2022, or less than $100,000 for deaths after June 30, 2022
- The probate estate does not include real estate
- It has been more than 45 days since the decedent passed away
- No application or petition for the appointment of a personal representative is pending or has been granted in any jurisdiction.

This process usually involves forms or affidavits such as: 

- [Small Estate Affidavit](https://admin.indianalegalhelp.org/wp-content/uploads/2022/11/5000_SmallEstateAffidavit_0722_FILLABLE-1.pdf "‌") (also called Affidavit for Transfer of Assets without Administration)

Other Useful Forms for Indiana include:

- [Affidavit for Transfer of Certificate of Title for a Vehicle/Watercraft Without Administration](https://forms.in.gov/Download.aspx?id=15187 "‌") \- to transfer title of a vehicle or watercraft (file with the Bureau of Motor Vehicles)

## **Summary Probate**

Summary Probate (also known as simplified probate) is another possible option for small estates. Summary Administration does involve opening a probate case, but the process is much more streamlined than Formal Probate. This saves both time and money for the estate and the personal representative.

Summary Administration can generally be used if the value of the estate, after subtracting any estate administration costs and reasonable funeral expense, is less than $100,000. Unlike the Small Estate Affidavit, Summary Probate can be used if real estate is included in the estate.

Some of the forms most commonly associated with Summary Probate include:

- Petition for Probate and Issuance of Letters Testamentary/Letters of Administration 
- Letters of Administration/Letter Testamentary
- Inventory 
- Final Accounting 
- Closing Statement 
- Closing Statement Notices
- Real Property Affidavit

### **Formal Probate**

There are two types of Formal Probate in Indiana \– Supervised Administration and Unsupervised Administration. As the name implies, the difference is the level of court supervision. 

1. **Supervised Administration** includes more court oversight, with approval required for most actions taken by the personal representative. This causes the probate process to take longer since a judge must review and sign off on most decisions. Supervised Administration is a good idea if there is no will and/or the heirs are unknown, the will is not clear, the will is being contested, the beneficiaries do not get along, and/or the estate contains assets that are difficult to value or sell.
2. **Unsupervised Administration** is the most common type of probate procedure in Indiana. It includes less court oversight than supervised administration. Unsupervised administration can only be used if the estate is solvent (has more assets than debts), and if the will authorizes it (or if the will does not specifically authorize it, if all heirs/devisees interested in the estate consent to unsupervised administration). Generally, unsupervised administration is appropriate when there are no disputes that need to be resolved by a court. 

Some of the forms most commonly associated with Formal Probate in Indiana include:

- Petition for Probate
- Petition to Appoint Personal Representative 
- Oath of Personal Representative
- Notice of Supervised Administration
- Instructions to Personal Representative of Supervised Estate
- Instructions to Personal Representative of Unsupervised Estate
- Consent to Unsupervised Administration
- Notice of Unsupervised Administration to be Mailed to a Creditor
- Notice of Unsupervised Administration to be Mailed to a Distributee
- Proposed Order Probating Will 
- Proposed Letters 
- Order Appointing Personal Representative 
- Notice of Administration for Publication
- Inventory
- Final Account
- Petition for Final Distribution
- Notice of Final Report in Estate
- Final Report of Independent Representative 
- Receipt, Consent, and Waiver on Closing of Decedent’s Estate 

Iowa

## **General Forms Information**

In Iowa, probate is handled in the local District Courts. There are 8 Judicial Court Districts serving the 99 counties in Iowa. You can learn more about which district serves your county on the [Iowa courts website](https://www.iowacourts.gov/iowa-courts/district-court/ "‌").

The state of Iowa generally requires the use of an attorney for probate. Therefore, in most cases, state-provided forms are not currently made available to the public by the state of Iowa. A local trust & estates attorney can assist with the drafting of any necessary forms and the submission of them to the courts on behalf of the estate. 

### **Small Estate Affidavit**

Small Estates in Iowa may be eligible for the Small Estate Affidavit process, allowing a person to settle an estate with no court involvement. Using this process, the completed and notarized affidavit is used to obtain possession of estate assets simply by presenting the affidavit to current custodians of the property. Once the property is obtained, the estate would be settled in a normal way (paying debts and then distributing remaining assets to the appropriate beneficiaries).

To qualify for a Small Estate Affidavit:

- The gross value of the estate assets is less than $50,000, not including homestead and exempt property
- The value of the assets of the estate, not including homestead and exempt property, exceeds the known liabilities
- The estate contains no real property (i.e., real estate), or the real property passes to persons exempt from inheritance tax as joint tenants with full rights of survivorship
- At least 40 days have passed since the death of the decedent

This process usually involves forms or affidavits such as: 

- Small Estate Affidavit

### **Small Estate Administration**

For small estates that do not qualify for the Small Estate Affidavit process discussed above, Small Estate Administration may be an option. Small Estate Administration is a simplified form of probate that allows the distribution of assets to occur much more quickly, and with less court supervision, than under Formal Probate. 

To qualify for Small Estate Administration:

- The gross value of assets subject to probate must usually be less than $200,000 (or less than $100,000 for deaths before July 1, 2020). In determining the value of the estate, you should value assets as of the date of death, and subtract any secured liens or mortgages (but not general unsecured debt). In addition, you should not include any assets that would not normally go through probate, such as community property with rights of survivorship, assets with named beneficiaries (e.g., 401Ks, life insurance policies), and other standard probate exclusions.

Some of the forms most commonly associated with Small Estate Administration in Iowa include:

- Petition for a Small Estate Administration
- Bond or Bond Waiver
- Letters of Administration
- Notice of Administration
- Estate Inventory
- Small Estate Statement
- Final Accounting
- Closing Statement 
- Notice of Closing Statement
- Affidavit of Closing Notification
- Statement of Asset Distribution

Kansas

Kentucky

Louisiana

## General Forms 

Louisiana law uses the word succession to refer to the probate process. In Louisiana the local [District Court](https://www.lasc.org/About/AdditionalLinks#DistrictCourts "‌") handles wills and estate succession.

In most cases, Louisiana does not provide or require the use of state-wide succession forms. You can either contact your local court to see if they have a preferred form, adapt one of the sample forms provided here, or have a lawyer do it for you.

### Small Succession Affidavit

The Small Succession Affidavit process in Louisiana is an estate settlement option for smaller estates that bypasses the court entirely and usually requires only one form. The successor completes the Small Succession Affidavit, signs in front of a notary, then presents the affidavit to anyone holding any property items owed to the decedent to gain possession.

The Small Succession Affidavit process can generally be used if:

1. The gross value of the estate is less than $125,000,
2. There is no will (or the decedent lived out of state and the will was probated there),
3. The sole heirs are the decedent''s descendants, ascendants, siblings, descendants of siblings, and/or a surviving spouse, and
4. If the succession includes real estate, then at least 90 days have passed since the death of the decedent

The Small Succession Affidavit process usually involves forms or affidavits such as: 

- [Small Succession Affidavit](https://revenue.louisiana.gov/TaxForms/3405%284_02%29F.pdf "‌")

Other forms that may be applicable:

- [OMV Affidavit of Heirship](https://dpsweb.dps.louisiana.gov/DPSForms.nsf/8bad5589175b8981862575f20048ee65/cd185b1a843ddc8286256dc000696160/$FILE/1696.pdf "‌") \- To transfer title of a vehicle, you must also file this with the OMV

### Unadministered Succession (Succession without Administration)

If you do not qualify for a Small Succession Affidavit, or do not want to use the Affidavit process, another option is to settle the estate via an Unadministered Succession. Using Unadministered Succession, no court administration is necessary. After the correct documents are filed with the court, a Judgment of Possession is obtained, transferring title and ownership of the decedent’s assets to the rightful heir/legatee. 

In general, the eligibility requirements to settle an estate via an Unadministered Succession differ based on if the decedent died with or without a will.

- If the decedent left a will, Unadministered Succession can be pursued if: 
  - All the inheritors agree to Unadministered Succession, AND 
  - No estate creditor has demanded an administration
- If the decedent died intestate, Unadministered Succession can be pursued if: 
  - The estate must have no debts other than expenses of estate administration, mortgages that are paid current, and other debts that are small in comparison with the assets of the succession, AND
  - All parties involved in the estate must agree to an Unadministered Succession.

Some of the forms most commonly associated with Unadministered Succession in Louisiana include: 

- Petition for Probate
- Affidavit of Death, Jurisdiction, and Heirship
- Sworn Detailed Descriptive List
- Petition for Possession
- Judgment of Possession

### Administered Succession (Succession with Full Administration)

If the estate does not qualify for an Unadministered Succession, an Administered Succession will be necessary. In an Administered Succession, a succession representative is appointed by the court to represent the succession, resolve all outstanding issues, and fully administer the estate. 

Administered Succession is usually required when:

- There is a question regarding the validity of the decedent’s Last Will and Testament, or the identity of the decedent’s heirs (heirs are unclear or cannot be located or it is unclear which of them are entitled to the decedent’s property;)
- There is a question regarding the solvency of the estate;
- Assets need to be sold from within the succession proceeding to pay creditors;
- An heir claims that he or she has not received the assets to which he is entitled by law; or
- Other disputes arise regarding the succession.

Administered Succession can be either Independent or Court Supervised.

1. Independent Administration can be required or prohibited in a Last Will and Testament. If it is not mentioned in the will, all those standing to inherit property must consent to the use of this type of proceeding. If the decedent died intestate, all intestate successors must consent. In an independent administration, the succession representative has less court oversight and does not need court permission to pay debts, sell property of the estate, etc. Therefore, Independent Administration is generally faster with lower court costs and attorney fees than the alternative Court Supervised Administration, since there is no need to ask the court for authority to take each step. 
2. Court Supervised Administration is used if the succession doesn’t qualify for independent administration. Using this process, the succession representative is responsible for administering the estate under court supervision, requiring the court to oversee every step of the administration process.

Some of the forms most commonly associated with Administered Succession in Louisiana include: 

- Petition for Probate
- [Affidavit of Death, Jurisdiction, and Heirship](http://www.caddoclerk.com/pdfs/AffidavitofDeathandHeirship.pdf "‌")
- Inventory or Sworn Detailed Descriptive List
- Oath of Executor/Administrator
- Bond (if required)
- Annual Accountings
- Notice of Accountings
- Tableau of Distribution
- Petition for Authority to Pay Debts 
- Petition for Possession 
- Judgment of Possession

Maine

Maryland

Massachusetts

## **General Forms Information**

In Massachusetts, the local Probate and Family court handles wills and estate probate. You can find the court that serves your county [here](https://www.mass.gov/orgs/probate-and-family-court/locations?_page=1&page=1&location=&tags= "‌"). The state of Massachusetts provides their state level probate forms online at [Mass.gov](https://www.mass.gov/lists/probate-and-family-court-forms-for-wills-estates-and-trusts "‌"). 

### **Voluntary Administration**

Voluntary Administration in Massachusetts is a simplified process for an estate with few assets and no real estate. The Voluntary Administration process is available whether or not the decedent left a will and can generally be used if:

- The decedent  was a Massachusetts resident.
- The probate estate consists entirely of personal property valued at $25,000 or less (excluding the value of a car).  
- At least 30 days have passed since the death of the decedent
- The petitioner is an [interested person](https://malegislature.gov/Laws/GeneralLaws/PartII/TitleII/Chapter190B/ArticleI/Section1-201 "‌")
- No probate proceeding is already pending

The Voluntary Administration process usually involves forms or affidavits such as:

- [Voluntary Administration Statement (MPC 170) ](https://courtforms.jud.state.ma.us/publicforms/PFC0007 "‌")

### **Informal Probate**

Informal Probate in Massachusetts is an administrative proceeding, which means that it is processed by a Massachusetts Uniform Probate Code (MUPC) Magistrate instead of a judge. The court does not allow hearings for this process. Informal probate can be a faster process than Formal Probate (discussed below) if you meet all the requirements. A magistrate can issue an informal order as early as 7 days after the death of the decedent.

Informal Probate can generally be used if:

- You have the original will
- You have the official death certificate
- You know the location and identity of all heirs and devisees
- The person who will be appointed personal representative has priority for appointment
- Any spouse, heir, or devisee that is incapacitated, or is a minor, is represented by a conservator, or a guardian who isn''t the person filing for probate
- The court hasn’t required supervised administration (this is not commonly required). 
- You don’t need a judge to sign an order or final decree for any reason.

Some of the forms most commonly associated with Informal Probate include:

- [Petition for Informal Probate of Will and/or Appointment of Personal Representative (MPC 150)](https://courtforms.jud.state.ma.us/publicforms/PFC0010 "‌")
- [Surviving Spouse, Children, Heirs at Law (MPC 162)](https://courtforms.jud.state.ma.us/publicforms/PFC0009 "‌")
- [Devisees (MPC 163)](https://www.mass.gov/info-details/probate-and-family-court-devisees-mpc-163 "‌") (only if there is a will)
- Citation Return of Service (MPC 560) (the court will give you this)
- [Notice of Informal Probate and Return of Service (MPC 550)](https://www.mass.gov/info-details/probate-and-family-court-notice-of-informal-probate-mpc-550 "‌")
- [Order for Informal Probate of Will and/or Appointment of Personal Representative (MPC 750)](https://www.mass.gov/info-details/probate-and-family-court-order-of-informal-probate-of-will-andor-appointment-of-personal-representative-mpc-750 "‌")
- [Informal Probate Publication Notice (MPC 551)](https://www.mass.gov/info-details/probate-and-family-court-informal-probate-publication-notice-mpc-551 "‌")
- [Bond (MPC 801)](https://www.mass.gov/info-details/probate-and-family-court-bond-mpc-801 "‌") (usually only if no will)
- [Petition for Order of Complete Settlement (MPC 855)](https://courtforms.jud.state.ma.us/publicforms/PFC0029 "‌")
- [Decree and Order on Petition for Order of Complete Settlement (MPC 790)](https://courtforms.jud.state.ma.us/publicforms/PFC0041 "‌")
- [Final Account (MPC 853 OR MPC 853a)](https://courtforms.jud.state.ma.us/publicforms/PFC0107 "‌")
- [Inventory (MPC 854](https://courtforms.jud.state.ma.us/publicforms/PFC0108 "‌")
- [Closing Statement (MCP 850) ](https://courtforms.jud.state.ma.us/publicforms/PFC0034 "‌")

### **Formal Probate**

Formal Probate matters are typically heard by a judge and may involve one or more court hearings. You might need to file a formal probate for several reasons, including:

- To object to an informal probate
- If the will is a copy or has handwritten words added (interlineations) or crossed out (deletions)
- The terms of the will aren''t clear.
- You need supervised administration. Supervised administration means that the court would have to approve everything the personal representative wants to do before you do it. Supervised administration extends until someone enters an order that approves distribution of the estate and discharges the personal representative or until another order ends the proceeding. Supervised administration is not commonly required.
- The court needs to appoint a Special Personal Representative.
- Incapacitated persons or minor heirs or devisees need to be represented.
- The personal representative doesn''t have priority for appointment. Priority for appointment is a way of deciding how to rank the people who may be appointed personal representative.
- The petitioner is a creditor or public administrator.
- Informal probate isn''t available (see the list in the section above).
- A judge must sign an order or final decree for any reason

Some of the forms most commonly associated with Formal Probate in Massachusets include:

- [Petition for Formal Probate of Will and/or Appointment of Personal Representative (MPC 160)](https://courtforms.jud.state.ma.us/publicforms/PFC0015 "‌")
- [Surviving Spouse, Children, Heirs at Law (MPC 162)](https://courtforms.jud.state.ma.us/publicforms/PFC0009 "‌")
- [Devisees (MPC 163)](https://courtforms.jud.state.ma.us/publicforms/PFC0016 "‌") (only if there is a will)

- Citation Return of Service (MPC 560) (the court will give you this)
- [Decree and Order on Petition for Formal Adjudication (MPC 755)](https://courtforms.jud.state.ma.us/publicforms/PFC0027 "‌")

- [Petition for Order of Complete Settlement (MPC 855)](https://courtforms.jud.state.ma.us/publicforms/PFC0029 "‌")
- [Decree and Order on Petition for Order of Complete Settlement (MPC 790)](https://courtforms.jud.state.ma.us/publicforms/PFC0041 "‌")
- [Final Account (MPC 853 OR MPC 853a)](https://courtforms.jud.state.ma.us/publicforms/PFC0107 "‌")
- [Inventory (MPC 854](https://courtforms.jud.state.ma.us/publicforms/PFC0108 "‌")
- [Closing Statement (MCP 850) ](https://courtforms.jud.state.ma.us/publicforms/PFC0034 "‌")

### **Other Common Forms You May Need**

- [Bond (MPC 801)](https://www.mass.gov/info-details/probate-and-family-court-bond-mpc-801 "‌") if you want to appoint a personal representative
- [Military Affidavit](https://www.mass.gov/doc/military-affidavit/download "‌")
- [Assent and Waiver of Notice/Renunciation/Nomination/Waiver of Sureties (MPC 455)](https://courtforms.jud.state.ma.us/publicforms/PFC0012 "‌")
- [Cause of Death Affidavit (MPC 475)](https://courtforms.jud.state.ma.us/publicforms/PFC0085 "‌")
- [Affidavit of Witness to Will (MPC 480)](https://courtforms.jud.state.ma.us/publicforms/PFC0085 "‌")
- [Affidavit of Domicile (MPC 485)](https://courtforms.jud.state.ma.us/publicforms/PFC0039 "‌")

Michigan

Minnesota

Mississippi

## **General Forms Information**

In Mississippi, the local [Chancery Court](https://courts.ms.gov/trialcourts/chancerycourt/chancerycourt.php "‌") handles wills and estate matters. A general summary of the forms required for each type of probate is below.

In most cases, Missouri does not provide state level standardized probate forms. You can either craft your own based on statute requirements, or ask a lawyer to prepare them for you. Some forms may be available at the county level, so be sure to check with your local court first.

### **Small Estate Affidavit**

The Small Estate Affidavit process in Mississippi is an estate settlement option for smaller estates that bypasses the court entirely and usually requires only one form. The successor completes the Small Estate Affidavit, signs in front of a notary, then presents the affidavit to anyone holding any property items owed to the decedent to gain possession.

The Small Estate Affidavit process does not generally require and attorney can usually be used if:

- The decedent did not have any real property AND 
- When personal property of the probate estate is valued at less than $75,000 (not counting excluded property)

The Small Estate Affidavit process usually involves forms or affidavits such as: 

- Small Estate Affidavit
- [Affidavit of Heirship for Motor Vehicle](https://www.dor.ms.gov/sites/default/files/2021-10/78014178%20Affidavit%20of%20Heirship%20for%20a%20motor%20vehicle%2020210817.pdf "‌") \- To transfer title of a vehicle, you must also file this with the DMV

### **Muniment of Title**  

Navigating  probate under Muniment of Title only applies when  the decedent passed away with a valid  last will and testament. Muniment of Title also applies only to real property, and can typically only be used if all known debts of the decedent and his estate (including estate and income taxes) have been paid. 

Under Muniment of Title, the real property of a decedent can be transferred without the necessity of a formal probate proceeding. The judge’s order in a muniment proceeding serves as a deed substitute to transfer the real estate to the individuals named in the will.

The state of Mississippi generally requires the use of an attorney for Muniment of Title probate. Therefore, state provided forms are not available to the public. A local trust & estates attorney can assist with the drafting of any necessary forms and the submission of them to the courts on behalf of the estate. 

Muniment of Title usually involves forms or affidavits such as: 

- Petition for Probate of Will as Muniment of Title Only

### **Formal Probate**

The state of Mississippi generally requires the use of an attorney for formal probate. Therefore, state-provided forms are not currently made available to the public by the state of Mississippi. A local trust & estates attorney can assist with the drafting of any necessary forms and the submission of them to the courts on behalf of the estate. 

Some of the forms most commonly associated with Formal Probate include:

- Petition to Appoint Administrator/Executor 
- Petition for Issuance of Letters of Administration (for intestate estates) or Letters Testamentary (for testate estates).
- Oath of Administrator/Executor 
- Bond of Administrator/Executor (unless waived by Will or by Court at request of all known heirs)
- Affidavit of Identification and Notification of Known Creditors
- Notice to Creditors
- Proof of Publication of Notice to Creditors
- Inventory, Accounts, and/or Appraisement of Personal Property - use the Atticus Inventory Report to assist
- Final Accounting
- Petition to Approve Final Accounting, Distribute Assets, and Close Estate

Missouri

## **General Forms Information** 

In Missouri, probate is handled in Missouri Circuit Courts. There are 46 Circuit courts representing Missouri’s 110 counties. 

Missouri provides only [limited statewide forms](https://www.courts.mo.gov/page.jsp?id=662 "‌") for probate.  Many Missouri probate forms are found at the Circuit Court/county level. A listing of some of the Circuit Courts with forms included on their website are:

- [Cedar County Probate Forms](http://cedarcountymo.gov/circuit-clerk "‌") (1st Circuit)
- [Clay County Probate Forms](https://www.circuit7.net/forms/?office=PRO "‌") (7th Circuit)
- [St. Charles County Probate Forms](https://www.courts.mo.gov/hosted/circuit11/probateforms.html "‌") (11th Circuit)
- [Boone County Probate Forms](https://www.courts.mo.gov/hosted/circuit13/forms/forms.htm "‌") (13th Circuit)
- [Jackson County Probate Forms](https://www.16thcircuit.org/forms-5 "‌") (16th Circuit)
- [St. Louis County Probate Forms](https://wp.stlcountycourts.com/probate-court/probate-forms/ "‌") (21st Circuit
- [City of St. Louis Probate Forms](https://www.stlcitycircuitcourt.com/index2.html?XMLFile=xml/ProbateCourtForms.xml "‌") (22nd Circuit)
- [Dade County](https://www.dadecountymo.com/circuit-clerk#Forms "‌") (28th Circuit)
- [Jasper County Probate Forms](https://jaspercountycourts.org/probate "‌") (29th Circuit)
- [Green County Probate Forms](http://www.greenecountycourts.org/probate-forms "‌") (31st Circuit)

If you don’t see your county listed here, check with your local court. If no county specific forms are available, you can ask if forms from another Missouri county would be acceptable, or contact a local trust & estates attorney to assist with the drafting of any necessary forms.

### **Small Estates**

The Small Estate Administration process in Missouri is an estate settlement option for smaller estates that requires only minimal court involvement.  The successor completes the Small Estate Affidavit, submit it to the probate court, and upon approval, the affidavit can be presented to anyone holding any property items owed to the decedent, in order to obtain possession of that property.

Small Estates Administration in Missouri generally only applies if the estate of the deceased person had less than $40,000 of net assets. Unlike Formal Probate (discussed below), there is no time limit on filing for a Small Estate, so if more than one year has passed since the decedent passed away, Small Estate Administration is still an option. However, keep in mind an attorney is generally required as most forms submitted to the court require the signature of an attorney. 

This process usually involves forms or affidavits such as: 

- Small Estate Affidavit

### **Refusal of Letters in Favor of Spouse/Minors & Dependents/Creditors**

Under the Refusal of Letters process, the usual probate administration for an estate is bypassed and no personal representative is chosen. This allows assets to pass on to a surviving spouse, children/other dependents, or creditors and can be a very quick and easy way to probate certain items. 

There are three types of Refusal of Letters probate and an attorney is generally required in all three instances below, as most forms submitted to the court require the signature of an attorney. 

1. **Refusal of Letters in Favor of Spouse:** Submitted by the spouse of the deceased person if the value of the assets owned solely by the deceased person is less than $24,000. 
   - [Application of Surviving Spouse for Refusal of Letters.pdf](https://www.courts.mo.gov/file.jsp?id=656 "‌")
2. **Refusal of Letters in Favor of Creditors:** Submitted by creditors of the estate, if it has not been more than one year since the deceased person’s death, the deceased was not married at the time of his/her death, and had no minor children. The Applicant must be able to prove they paid for bills associated with the estate (Ex. a funeral bill), and the combined value of the Deceased’s solely-owned asset must be less than $15,000.
   - [Application of Creditor for Refusal of Letters.pdf](https://www.courts.mo.gov/file.jsp?id=652 "‌")
3. **Refusal of Letters in Favor of Minors/Dependents:** Submitted by a guardian on behalf of a child of the deceased who is less than eighteen years old (“Minor”) and not married. Other common requirements of Refusal of Letters in Favor of Minors include the value of the deceased’s solely-owned asset(s) must be less than $8,000 per minor child, and the deceased’s minor child(ren) all have the same parent or legal guardian.
   - [Application of Unmarried Minor Children for Refusal of Letters.pdf](https://www.courts.mo.gov/file.jsp?id=655 "‌")

### **Determination of Heirship**

Determination of Heirship is generally used if more than one year has passed since the date of the decedent’s death. No personal representative is appointed under Determination of Heirship. Instead, an attorney will petition the probate court to formally and officially determine the rightful and legal heirs of the decedent and what assets need to go through probate. After a hearing, the judge decrees, all at once, who the heirs are and what exactly they will inherit.  

Forms most commonly associated with Determination of Heirship in Missouri include:

- Petition to Determine Heirship

### **Affidavit of Heirship** 

Affidavit of Heirship is generally used if more than one year has passed since the date of the decedent’s death. Affidavit of Heirship is used for real estate only, and the real estate must be titled in the name of the deceased individual. This process can only be used if no will has been admitted to probate within one year and no probate estate has been opened, commenced, or administered. All heirs must be located and named. This form of probating property works best when all heirs and their spouses are cooperative in the creation of the document. 

Forms most commonly associated with Affidavit of Heirship in Missouri include:

- Affidavit of Heirship

### **Formal Probate**

There are two types of Formal Probate in Missouri – Supervised Administration and Independent Administration. Both types of Formal Probate must occur within one year of the date of death and the value of assets in the estate is usually more than $40,000. Both Supervised and Independent Administration generally require an attorney, as most forms submitted to the court require the signature of an attorney. 

1. **Supervised Administration** includes more court oversight, with approval required for most actions taken by the personal representative. This makes the probate process take longer, but provides liability protection for the personal representative since a judge reviews and signs off on most decisions. 
2. **Independent Administration** includes less court oversight and can be used if the will does not prohibit independent administration, and if all heirs/devisees interested in the estate consent to independent administration. Independent Administration is sometimes a quicker option, compared to Supervised Administration, but more liability falls on the personal representative.

Some of the forms most commonly associated with Formal Probate in Missouri include:

- Application for Probate of Will 
- Application for Letters Testamentary OR Application for Letters of Administration
- Consent for Independent Administration 
- Renunciation of Right to Administer and Nomination of Person to Administer
- Waiver of Right to Service as Named Personal Representative
- Corporate Surety Bond OR Waiver of Bond 
- Inventory and Appraisement Form
- Statement of Account 
- Schedule of Proposed Distribution
- Notice of Filing Statement of Account and Proposed Schedule of Distribution 
- Proof of Mailing of Notice of Filing Statement of Account and Proposed Schedule of Distribution. 
- Notice of Filing of Final Settlement and Petition for Distribution 
- Petition for Approval of Final Settlement and Order of Distribution 
- Proof of Mailing of Copy of Notice of Filing of Final Settlement and Petition for Distribution

Montana

## **General Forms Information** 

In Montana, the local [District Court](https://courts.mt.gov/Courts/dcourt/ "‌") handles wills and estate matters. Unfortunately, Montana does not provide standardized probate forms to the public, so you can either craft your own based on statute requirements, use some of the samples provided below, or ask a lawyer to prepare them for you. 

### **Small Estate - Collection of Personal Property by Affidavit**

The Collection of Personal Property by Affidavit process in Montana is an estate settlement option for smaller estates that bypasses the court entirely and usually requires only one form. The successor completes the Affidavit for Collection of Personal Property of the Decedent, signs in front of a notary, then presents the affidavit to anyone holding any property items owed to the decedent, in order to obtain possession of that property.

The Collection of Personal Property by Affidavit process can generally be used if:

1. The gross value of the probate estate is less than $50,000
2. There is no real estate (or if there is, the real estate was owned as a joint tenancy)
3. At least 30 days have passed since the death of the decedent, **AND**
4. No petition has already been made to the court to officially appoint a personal representative

The Collection of Personal Property by Affidavit process usually involves forms or affidavits such as: 

- ​​Affidavit for Collection of Personal Property of the Decedent
- [Application for Title of Vehicle by Non Probate Transfer](https://dojmt.gov/wp-content/uploads/Application-for-Title-of-Vehicle-by-Non-Probate-Transfer.pdf "‌") \- If you are transferring a vehicle, file this form with the Motor Vehicle Department

### **Small Estate Summary Administration/Simplified Probate**

Small Estate Summary Administration (also known as simplified probate) can be used for somewhat larger estates, or if some court involvement is preferred for the purpose of more formalized enforcement and protection of the personal representative.

Though Small Estate Summary Administration does not allow probate to be bypassed completely (as with the affidavit process above), it is much more streamlined than full probate, saving both time and money.

Small Estate Summary Administration can generally be used if it appears the value of the entire estate, minus liens and encumbrances (i.e. debts), does not exceed the sum of:

1. The homestead allowance
2. Exempt property
3. The family allowance
4. Costs and expenses of probate administration
5. Reasonable funeral expenses, AND
6. Medical expenses of a last illness

Some of the forms most commonly associated with Summary Administration include:

- Application for Informal Probate and Appointment of Representative
- Waiver of Priority and Nomination of Personal Representative (if applicable)

- Statement of Informal Probate
- Letters of Authority
- Acceptance of Appointment
- Notice to Heirs and Devisees
- Inventory
- Deed of Distribution
- Account of Personal Representative (Accounting of Administration)
- Personal Representative’s Verified Closing Statement

### **Informal Probate**

Most Montana probates can be opened as Informal Probate proceedings. An Informal Probate can generally be used when there are no creditor problems to resolve, and you don''t expect any issues to arise between heirs, beneficiaries, etc. However, the proceeding can be converted to a formal proceeding if an issue does arise.

The Informal Probate process proceeds without direct court supervision but rather through the Clerk of Court. If the Clerk determines that all requirements of law have been met, they will appoint the personal representative who can then proceed to settle the estate. Informal Probate can be completed by filing all necessary documents with the probate court, without the probate judge having to step in to make any decisions, so it is generally much quicker and less expensive when compared to Formal Probate (discussed below).

Some of the forms most commonly associated with Informal Probate include:

- Application for Informal Probate and Appointment of Representative
- Waiver of Priority and Nomination of Personal Representative (if applicable)
- Order of Informal Appointment
- Surety Bond (if needed)
- Letters of Authority
- Acceptance of Appointment
- Notice to Heirs and Devisees
- Inventory
- Deed of Distribution
- Notice of Proposed Distribution in Kind 
- Account of Personal Representative (Accounting of Administration)
- Personal Representative’s Verified Closing Statement

### **Formal Probate**

Formal Probate is generally used when a contested will is at issue, when no will exists, when the validity of a will may be questioned, and/or when parties disagree about the appointment of a personal representative, or distribution of assets. 

With Formal Probate, proceedings are held before a district court judge after notice of the hearing is given to interested persons. These include heirs, devisees and any other persons or businesses having a property right in or claim against the estate.

Often, when an issue arises in an Informal Probate proceeding, the probate will move to a Formal Probate proceeding, allowing the court to intervene and provide guidance and instruction on the matter. Formal proceedings suspend all informal proceedings, including the actions of an informally appointed personal representative.

Some of the forms most commonly associated with Formal Probate include:

- Application for Formal Probate and Appointment of Representative
- Order Setting Time and Place of Hearing 
- Notice of Hearing
- Waiver of Priority and Nomination of Personal Representative (if applicable)
- Order of Formal Appointment
- Surety Bond (if needed)
- Letters of Authority
- Acceptance of Appointment
- Notice to Heirs and Devisees and Notice to Creditors
- Proof of Publication
- Inventory
- Deed of Distribution
- Notice of Proposed Distribution in Kind 
- Account of Personal Representative (Accounting of Administration)
- Personal Representative’s Verified Closing Statement

### **Supervised Administration**

Supervised administration provides for one continuous court proceeding where all steps of administration are taken formally. Since supervised administration requires court supervision of the entire administrative process, it is both costly and time consuming. 

Supervised Administration is generally only used when the will calls for its use, or an interested person desires assurance that all necessary steps are completed. In such cases, the courts will review the situation to determine if such proceedings are necessary.

Nebraska

Nevada

New Hampshire

New Jersey

New Mexico

New York

North Carolina

North Dakota

Ohio

Oklahoma

## General Forms

In Oklahoma, the local [District Court](https://www.oscn.net/applications/oscn/start.asp?viewType=COURTS "‌") in each county handles wills and estate probate. For additional information about Probate Courts & Probate Clerks around Oklahoma, be sure to check out the Atticus [Probate Court & Clerk Directory](https://www.weareatticus.com/probate-court-directory "‌") on our website.

Check with the local probate court for the specific forms they may prefer, as Oklahoma does not provide state-wide forms, however below you will find some of the more common forms for navigating Oklahoma probate:

### Probate with a will

- [Petition for Probate of Will](https://www.oklahomacounty.org/Portals/12/Petition%20for%20Probate%20of%20Will%20%28PDF%29.pdf "‌") \- Get the probate process started
- [Letters Testamentary](https://www.oklahomacounty.org/Portals/12/Letters%20Testamentary%20%28PDF%29.pdf "‌")
- [Order Admitting Will to Probate](https://www.oklahomacounty.org/Portals/12/Order%20Admitting%20Will%20to%20Probate%20%28PDF%29.pdf "‌")
- [Order for Hearing Petition for Probate of Will](https://www.oklahomacounty.org/Portals/12/Order%20for%20Hearing%20Petition%20for%20Probate%20of%20Will%20%28PDF%29.pdf "‌")
- [Asset Inventory](https://app.weareatticus.com/reports "‌") \- Consider using Atticus Inventory Report
- [Final Estate Accounting](https://app.weareatticus.com/reports "‌") \- Consider using Atticus Accounting Report

### Probate without a will

- [Letters of Administration](https://www.oklahomacounty.org/Portals/12/Letters%20Of%20Administration%20%28PDF%29.pdf "‌")
- [Order Appointing Administrator](https://www.oklahomacounty.org/Portals/12/Order%20Appointing%20Administrator%20%28PDF%29.pdf "‌")
- [Petition for Letters of Administration](https://www.oklahomacounty.org/Portals/12/Petition%20for%20Letters%20of%20Administration%20%28PDF%29.pdf "‌") \- Get the probate process started if there is no will
- [Proof of Death and Heirship](https://clevelandcountyok.com/documentcenter/view/971 "‌") \- Informs the court about heirs if there is no will
- [Asset Inventory](https://app.weareatticus.com/reports "‌") \- Consider using Atticus Inventory Report
- [Final Estate Accounting](https://app.weareatticus.com/reports "‌") \- Consider using Atticus Accounting Report

While some courts make forms available through their Probate Department or Law Library, you may also need to create your own, or have a local Trust & Estate attorney do it for you.

Be sure to also check out our general [Guide to Oklahoma Probate](https://www.weareatticus.com/probate-guide/oklahoma).

Oregon

Pennsylvania

Rhode Island

South Carolina

South Dakota

## **General Forms Information** 

In South Dakota, the Clerk of Court at the [local Circuit Court](https://ujs.sd.gov/Circuit_Court/Default.aspx "‌") handles wills and estate probate. There are 7 Circuit courts representing South Dakota’s 66 counties. 

In most cases, South Dakota does not provide nor require standardized probate forms. You can either craft your own based on statute requirements, or ask a lawyer to prepare them for you (which is the method recommended by many of the clerks of courts). Some forms may be available at the county level, so be sure to check with your local Circuit Court first.

### **Small Estates**

The Small Estate Administration process in South Dakota is an estate settlement option for smaller estates that bypasses the court entirely and usually requires only one form. The successor completes the Small Estate Affidavit, signs in front of a notary, then presents the affidavit to anyone holding any property items owed to the decedent, in order to obtain possession of that property.

The Small Estate Affidavit process can generally be used if:

1. The probate estate has a gross value of less than $100,000
2. The estate does not include real property owned solely by the decedent
3. The estate does not owe the Department of Social Services for medical assistance for nursing home or other medical institutional care
4. At least 30 days have passed since the death of the decedent, AND
5. No petition has already been made to the court to officially appoint a personal representative

If an estate qualifies for Small Estate administration, you would use the approved Small Estate Affidavit to obtain possession of estate assets by simply presenting the affidavit to the current property holder. 

The Small Estate process usually involves forms or affidavits such as: 

- Small Estate Affidavit  (include a copy of the death certificate and the will, if any)

### **Informal Probate**

Informal Probate is an alternative to formal probate and can generally be used for any size estate and is an option whether there is or isn’t a will. Most probate proceedings in South Dakota are informal. 

Informal Probate can usually be used when:

- There are no creditor problems to resolve
- You don''t expect any issues to arise between heirs, beneficiaries, etc.
- At least 30 days must have passed since the decedent’s date of death, but no more than 3 years.

To pursue Informal Probate, submit an Application for Informal Probate to the local Circuit Court. Once approved, the court will appoint the personal representative and issue Letters of Testamentary or Letters of Administration. These "Letters" will be used by the personal representative to collect estate assets, and then settle the estate by paying debts, making distributions, etc.

At least 4 months after your appointment (i.e. after the time period for new creditor claims has expired), the personal representative prepares a Final Accounting and a Closing Statement. A copy of these is sent to all people who were entitled to inherit from the estate, and to any unpaid creditors, and then submits to the court. If nothing is pending in the court one year after the closing statement is filed, the personal representative’s appointment terminates and the estate is closed.

Some of the forms most commonly associated with Informal Probate in South Dakota include:

- Application for Informal Probate
- Inventory and Appraisement
- Final Accounting
- Closing Statement
- Notice of Closing Statement and Final Accounting

### **Formal Probate**

There are two types of Formal Probate in South Dakota – Supervised Formal Probate and Unsupervised Formal Probate.

1. **Supervised Formal Probate** includes court oversight of the entire probate process.This type of probate is used when there is a dispute involving the estate, including the validity of the will, or when the estate is complex or contentious.
2. **Unsupervised Formal Probate** still includes court proceedings, as a judge must approve certain actions taken by the Personal Representative. However, unlike supervised formal probate, the personal representative does not need to seek court approval for every action taken during the administration process. Unsupervised Formal Probate is a middle ground between Supervised Formal Probate and Informal Probate (discussed previously), allowing for some court oversight while still providing the personal representative with some control over the estate administration process.

Some of the forms most commonly associated with Formal Probate in South Dakota include:

- Petition for Formal Probate and Appointment of Personal Representative
- Oath and Acceptance of Personal Representative
- Notice of Hearing/Notice to Creditors
- Inventory and Appraisement
- Final Accounting
- Closing Statement
- Notice of Closing Statement and Final Accounting

Tennessee

Texas

## **General Forms Information**

In Texas, probate is handled in Texas Probate Courts. There are 18 probate courts serving the state’s 254 counties. You can learn more about the Texas court system on the [Texas Courts website](https://www.txcourts.gov/about-texas-courts/ "‌").

The state of Texas generally requires the use of an attorney for probate proceedings. Therefore, state-provided forms are not currently made available to the public. A local trust & estates attorney can assist with the drafting of any necessary forms and the submission of them to the courts on behalf of the estate. 

### **Small Estate Affidavit**

Small Estates in Texas may be eligible for the Small Estate Affidavit process, allowing a person to settle an estate with almost no court involvement. Unlike most probate processes in Texas, the Small Estate Affidavit process does not generally require an attorney and usually needs only one form.

Once the completed affidavit is submitted to and approved by the court, it can be used to obtain possession of estate assets simply by presenting the affidavit to current custodians of the property.

In most cases, Small Estate probate only applies if:

- The decedent died intestate (without a will)
- The value of the estate does not exceed $75,000 (excluding the homestead property, exempt personal property, and nonprobate assets), AND 
- The amount of debt for the estate is not greater than the estate assets.

This process usually involves forms or affidavits such as: 

- [Small Estate Affidavit](https://d9.texaslawhelp.org/sites/default/files/sm-estate-affidavit_form.pdf "‌")

### **Muniment of Title**  

Under Muniment of Title, the real property of a decedent can usually be transferred without the necessity of a formal probate proceeding. The judge’s order in a muniment proceeding serves as the authority to transfer title to the intended beneficiaries.

Muniment of Title typically only applies:

- To real property (not personal property) 
- If the decedent has passed away with a valid last will and testament
- When all known debts of the decedent have been paid (excluding those secured by real estate), AND 
- If Medicaid has no claim against the estate for recovery of benefits received by the deceased person.

The state of Texas generally requires the use of an attorney when filing for Muniment of Title during probate. Therefore, state provided forms are not available to the public. A local trust & estates attorney can assist with the drafting of any necessary forms and the submission of them to the courts on behalf of the estate. 

This process usually involves forms or affidavits such as: 

- Application for Probate of Will as Muniment of Title

### **Affidavit of Heirship**

Affidavit of Heirship in Texas does not generally require an attorney and usually needs only one form that must be submitted and approved by the court. In most cases, an Affidavit of Heirship probate only applies if:

- The decedent died without a Will, without any outstanding debts at the time of death, and the only probate asset is real estate in Texas, OR 
- The will was not probated within four years of the decedent''s death. 

This process usually involves forms or affidavits such as: 

- [Affidavit of Heirship](https://www.comptroller.texas.gov/forms/53-111-a.pdf "‌")

### **Formal Probate**

There are two types of Formal Probate in Texas \– Dependent Administration and Independent Administration.

1. **Dependent Administration** requires more court oversight, is generally more expensive, and is best used when there is conflict among heirs, creditor issues, an/or bond is required due to the size of the estate.
2. **Independent Administration** is the most common type of probate administration in Texas. Compared to dependent administration, this process is much less expensive because the administrator does not need to go to court as often, and does not usually have to post a bond. Independent administration can be either requested in the will, or arise by consent of all heirs or beneficiaries. 

The state of Texas generally requires the use of an attorney for formal probate. Therefore, state provided forms are not available to the public. A local trust & estates attorney can assist with the drafting of any necessary forms and the submission of them to the courts on behalf of the estate. 

Some of the forms most commonly associated with Formal Probate in Texas include:

- Application for Probate of Will and Issuance of Letters Testamentary OR Application for Letters of Administration
- Proof of Death and Other Facts
- Bond OR Waiver of Bond form 
- Oath of Executor/Administrator
- Certified Letters to Heirs/Beneficiaries
- Affidavit of Notice
- Notice to Creditors
- Receipt and Waiver Notice
- Consent to Independent Administration
- Publisher’s Affidavit
- Inventory,  Appraisement, List of Claims OR Affidavit In Lieu of Inventory
- Application for Sale of Personal Property
- Application to Dispose of Personal Effects
- Application for Family Allowance
- Application to Set Aside Exempt Property
- Application for Reimbursement 
- Application to Pay Attorney’s Fees
- Account for Final Settlement
- Application to Close Estate and to Discharge Personal Representative

### **Other Useful Forms for Texas**

[Affidavit of Heirship for a Motor Vehicle](https://www.txdmv.gov/sites/default/files/form_files/VTR-262.pdf "‌") \- use to claim ownership of a motor vehicle (file with the local DMV Office)

Utah

Vermont

Virginia

Washington

West Virginia

## **General Forms Information**

In West Virginia, the [local County Courts](https://www.wv.gov/local/Pages/default.aspx "‌") handle wills and estate probate. 

In most cases, West Virginia does not provide state level standardized probate forms. You can either craft your own based on statute requirements, or ask a lawyer to prepare them for you. Some forms may be available at the county level, so be sure to check with your local court first.

[Kanawha County](https://kanawha.us/fiduciary-probate/ "‌") and [Monongalia County](https://www.monongaliacountyclerk.com/index.php/fiduciary-probate "‌") offer good resources, including standard forms and examples, that may be able to be adapted to meet the needs of your specific county. 

### **Small Estates**

The Small Estate Administration process in West Virginia is an estate settlement option for smaller estates that does not involve a court proceeding and usually requires only one form. The successor completes the Small Estate Affidavit and submits it to the County Clerk’s office, along with the original will (if there is one) and a copy of the death certificate. 

Upon approval of the affidavit by the County Clerk, the successor will receive a Certificate of Authorization, which can be presented to the person or institution holding the property to be collected by the successor — for example, a bank where the deceased person had an account. After that, the person or institution releases the asset.

Small Estate Administration can be used when:

1. The probate personal property value does not exceed $50,000, and/or probate real property does not exceed $100,000
2. If there is a will the Successor must wait 30 days to begin the process
3. If there is no will the Successor must wait 60 days to begin the process

Since property that passes outside of probate is not counted in the probate estate, often even relatively large estates might qualify for the small estate affidavit if the deceased person made plans to avoid probate.

The Small Estate Administration process usually involves forms or affidavits such as: 

- Small Estate Affidavit Form

Other forms that may be applicable:

- [DMV Legal Heir Affidavit](https://transportation.wv.gov/DMV/DMVFormSearch/DMV-185-TR_Legal-Heir-Affidavit-wf.pdf "‌") \- if there is no will, and no administrator has been appointed, submit this form to the DMV to transfer a vehicle registration

### **Full Probate/Formal Probate**

In West Virginia, all estates that do not qualify for Small Estate Administration (described above), must go through Full Probate. 

To probate an estate in West Virginia, most county clerk’s require an in person visit to the local probate court in order to be appointed as personal representative of a decedent’s estate. This generally requires the death certificate, original will (if there was one), information for all beneficiaries/heirs, and the approximate value of all property held solely in the descendants name. You may also need to be bonded, a process which the county clerk can provide more information on, if required.

The Personal  Representative is then responsible for the Appraisement of the Estate (listing all of the person’s probate property and its value), and completing the Non-Probate Inventory (listing of all of the nonprobate property and its value). Once the Appraisement booklet is filed, the county clerk publishes a Notice of Administration of the Estate and the decedent’s creditors have 60 days to file a claim against the estate.

If the estate has more than one beneficiary and/or the probate assets of the Appraisement of the Estate are over $200,000, a fiduciary commissioner may be assigned to the estate to supervise, examine, and report on certain probate matters, subject to the review of the county.

Once all of the estate debts and taxes are paid, then the personal representative can finish the probate process. This can be done by filing either a Final Accounting/Final Settlement or Waiver of Final Settlement, which once complete will go to the County Commission at their next quarterly meeting where they will look it over for final approval. If approved, the fiduciary commissioner or fiduciary supervisor will sign off on the Final Settlement or Waiver of Final Settlement and issue an order closing the estate. 

Some of the forms most commonly associated with Full Probate in West Virginia include:

- Application of Fiduciaries/Oath of Executor(s) Form
- Order Appointing Personal Representative
- Letters Testamentary/Letters of Administration
- Appraisement of the Estate
- Non-probate Inventory
- Notice of Administration of the Estate (Notice to Creditors)
- Claim Against Estate
- Final Accounting/Final Settlement OR Waiver of Final Settlement
- Annual Accountings (if estate open for more than a year)

Wisconsin

Wyoming

## **General Forms Information** 

In Wyoming the [county District Court](https://www.courts.state.wy.us/district-courts/district-court-locations/ "‌") handles wills and estate matters. Wyoming does not normally provide or require standardized probate forms, so you can create your own based on statute requirements, or ask a lawyer to prepare any necessary submissions. Some forms may be available at the county level, so be sure to check with your local District Court first.

### **Affidavit for Distribution (Small Estate Affidavit)** 

The Small Estate process in Wyoming is an estate settlement option for smaller estates that bypasses the court almost entirely and usually requires only one form. The personal representative completes the Affidavit for Distribution (more generally called the Small Estate Affidavit), and submits (along with a copy of the death certificate and the will if one exists) to the county clerk to get it certified. Once certified, you can obtain possession of estate assets by presenting the affidavit to current custodians.

The Affidavit for Distribution process can generally be used if:

- The probate estate has a gross value of less than $200,000
- At least 30 days have passed since the death
- No petition has already been made to a court in WY to officially appoint a personal representative
- No real estate is involved in the probate estate

The Small Estate Affidavit process usually involves forms or affidavits such as: 

- Small WY Estate Affidavit Form 

### **Summary Administration**

Summary Administration (also known as Simplified Probate or Application for Decree of Distribution) can also be used for small estates. Summary Administration does involve the court, but the process is much more streamlined than formal probate (discussed below). This saves both time and money for the estate.

Summary Administration is often used when you cannot use a small estate affidavit because the estate contains real property, or if you simply want more court involvement so that enforcement and protection are a bit more formalized.

Summary Administration can generally be used if:

- The entire probate estate has a gross value of less than $200K
- At least 30 days have passed since the death
- No petition has already been made to a court in WY to officially appoint a personal representative

Some of the forms most commonly associated with Summary Administration include:

- Official Real Estate Appraisal (including mineral interests)
- Application for Summary Administration
- Notice of Application for Summary Administration (by newspaper publication and by mail to all known creditors and heirs/devisees)
- Affidavit of Publication (generally provided by the newspaper as documentation that the notice was published).
- Decree of Distribution (issued by the court, establishing right and title to the property. This decree will be used to collect estate assets from the current property holders.

### **Formal Probate**

Formal Probate matters typically include one or more court hearings and are generally more time intensive and more expensive than the other options mentioned above. You might need to file a Formal Probate if:

- The estate does not qualify for affidavit or summary administration (for example, if the probate estate is valued at more than $200,000)
- There are disagreements among relevant parties (including heirs, devisees, and or creditors).

Some of the forms most commonly associated with Formal Probate include:

- Petition for Probate 
- Notice of Petition for Probate (to devisees noted in the will/heirs)
- Oath of Personal Representative
- Letters Testamentary or Letters of Administration
- Bond (if needed)
- Inventory and Appraisal
- Notice to Creditors and Heirs
- Final Accounting
- Order Approving the Final Report 
- Receipt of Distribution
- Petition for Final Discharge (including Receipt of Distribution forms signed by the devisees/heirs)
- Order of Final Discharge

Puerto Rico

Canada

Ontario

Français

Newfoundland and Labrador

Terre-Neuve-et-Labrador

Prince Edward Island

Ile-du-Prince-Edouard

Nova Scotia

Nouvell-Ecosse

New Brunswick

Nouveau-Brunswick

Quebec

Manitoba

Saskatchewan

Alberta

British Columbia

Colombie-Britannique

Nunavut

Northwest Territories

Territoires du Nord-Ouest

Yukon

Probate

AF-102 (Rev. 04/08/20) Page 1 of 1 STATE OF MAINE Estate of ______________________________________ SMALL ESTATE AFFIDAVIT FOR COLLECTION OF PERSONAL PROPERTY 1 I, _____________________________, residing at ________________________, duly sworn, depose and say: _____________________________, Decedent, formerly of the Town/City of __________________________, County of ____________________, State of Maine, died on _________________________, _______. I claim a legal right to collect personal property and/or any instrument(s) evidencing a debt, obligation, stock or chose in action, including the proceeds of any bank account(s) and/or investment account(s) of the above-named Decedent pursuant to 18-C M.R.S. § 3-1201. The value of the entire estate, wherever located, less liens and encumbrances, does not exceed the amount provided in 18-C M.R.S. § 3-1201, adjusted for inflation as provided in 18-C M.R.S. § 1- 108; thirty (30) days have elapsed since the death of the Decedent; no application or petition for the appointment of a personal representative is pending or has been granted in any jurisdiction; and I am entitled to payment or delivery of the property pursuant to the Maine Probate Code. Dated: _____________________________________ Signature of Affiant STATE OF _________________ COUNTY OF _________________________ ____________________________, the Affiant, personally appeared on this ____ day of _____________________, ______, and made oath that the foregoing is true to the best of Affiant’s knowledge, information and belief and, to the extent it is based upon Affiant’s information and belief, that Affiant believes the same to be true. _________________________ Notary Public/Attorney-at-Law MARP 1 18-C M.R.S. § 3-1201.

Small Estate Affidavit for Collection of Personal Property

DE-101 (Rev. 07/01/19) Page 1 of 5 STATE OF MAINE _____________________COUNTY PROBATE COURT DOCKET NO. Estate of ________________________________________ PETITION FOR FORMAL Decedent ADJUDICATION OF INTESTACY AND APPOINTMENT OF PERSONAL REPRESENTATIVE OR FOR FORMAL ADJUDICATION OF INTESTACY ONLY PETITION TO JUDGE:  FORMAL ADJUDICATION AND/OR  FORMAL APPOINTMENT 1. Full legal name of Petitioner: 2. Address, email address and telephone number of Petitioner: 3. Legal interest of Petitioner in Estate 1 (Check all that apply):  Surviving spouse  Domestic partner  Heir (e.g. child, parent, etc.)  Creditor  Other _____________ 4. Full legal name of Decedent: 5. Date of Decedent’s death: 6. Date of Decedent’s birth (or approximate age if date of birth unknown): 7. Domicile (a/k/a address of permanent residence) of Decedent at date of death: DE-101 (Rev. 07/01/19) Page 2 of 5 8a. Names and addresses of spouse, registered domestic partner, children and, other heirs: 2 Name Address Date of Birth (if Under 18) 3 Relationship to Decedent 8b. Did the Decedent have a domestic partner (non-registered)?: 4 NO  YES  If yes, provide name and address. 9. Does the probate estate contain real estate in Maine? YES  NO  If yes, list each municipality/town/city and county in which such real estate is located. NOTE: Do not list jointly held property, which passes by survivorship (i.e. nonprobate property). 10. Was Decedent domiciled outside of Maine at date of death? YES  NO  If yes, identify the Decedent’s property which was, at the time of Decedent’s death, or has since then been located in this county, and state whether probate proceedings have been commenced elsewhere with respect to this Estate. 5 DE-101 (Rev. 07/01/19) Page 3 of 5 11. Has a personal representative for the Decedent been appointed by any court prior to this date whose appointment has not been terminated? YES  NO  If yes, state that person’s name and address. 12. Did Decedent die more than three (3) years before the date of this petition? YES  NO  If yes, state here the circumstances that authorize commencing this proceeding. 6 13. Has the Petitioner received a demand for notice or is the Petitioner aware of any demand for notice of any probate or appointment proceeding concerning the Decedent that may have been filed in this state or elsewhere? 7 YES  NO  If yes, include name and address of person demanding notice. 14. Is petitioner seeking supervised administration of this Estate? YES  NO  If yes, state here the circumstances that require establishing supervised administration of this Estate. 8 15. Upon receiving notice of the time and place for the formal intestacy proceeding, I will give notice to the heirs listed in items 8a and 8b and if the Decedent was fifty-five (55) years of age or older, to the Department of Health and Human Services and to the following other persons: 9 Name Address I will furnish proof of notice to the Court by affidavit. 16. Check if desired:  Pursuant to Rule 80B(a), I request the Register to publish notice to creditors. 10 17. In addition to the notice mentioned in item 15, I request the Court to publish notice as required by law. YES  NO  18. Check (a) or (b):  (a) I know of an unrevoked testamentary instrument relating to property in this Estate, and I have attached a statement setting forth why that instrument is not being probated. 11  (b) After exercise of reasonable diligence, I am unaware of any unrevoked testamentary instr ument relating to property having situs in this state. DE-101 (Rev. 07/01/19) Page 4 of 5 **Complete questions 19-22 only if Petitioner is also seeking appointment as Personal Representative** 19. Name and address of Personal Representative whose appointment is sought. (Provide both mailing and legal addresses if they are different.) 20. The Personal Representative listed in item 19 has the following relationship to Decedent: Check one:  Surviving spouse  Domestic partner  Other heir (e.g. child, parent, etc.)  Creditor  State tax assessor Do any persons have a prior or equal right to appointment? 12 YES  NO  If yes, explain. 21. Is there any question relating to priority or qualification of personal representative to be resolved by this C ourt? YES  NO  If yes, describe it here. 13 22. Check one: 14  A personal representative’s bond is required and is attached.  A bond may be required. The court is asked to decide if a bond is necessary and in what amount.  No bond is required.  An estate tax bond is required and is attached. 15 REQUEST FOR ORDER OR ORDERS. 23. Check applicable box or boxes.  I request a judicial finding and order that the Decedent left no will, an adjudication of intestacy and an adjudication that the heirs are as set forth in item 8.  I request an order of court appointing the Personal Representative listed in item 19 or some other suitable person.  I request an order of Court establishing supervised administration. DE-101 (Rev. 07/01/19) Page 5 of 5 24. Under penalty of perjury, I, the undersigned, state that all of the foregoing facts and statements are complete and accurate as far as I know or am informed. Dated: __________________________ _________________________________________ Petitioner or Attorney for Petitioner 16 Attorney for Petitioner, if any: Name Address Address Phone Number Maine Bar Number Email Address “I hereby renounce my right to appointment or concur in the appointment sought or both as required by law. I also waive notice of the filing or of any hearing on this Petition.” Note: If the Petitioner on this form is a person with priority, the Petitioner’s filing of the Petition acts as a renunciation and nomination if such Petitioner is seeking the appointment of some other person Fees due upon filing: Filing Fee: $____________ Mailing Notices $ __________ Publication $ ____________ Surcharge $____________ Abstracts $ _______________ Other $ _________________ ___________________________ 1 18-C M.R.S. § 1- 201(26). 2 18-C M.R.S. § 1-201(23). 3 18 -C M.R.S. § 3-402(1). 4 18 -C M.R.S. § 1-201(14). 5 18 -C M.R.S. § 3-201. 6 18-C M.R.S. § 3-108. 7 18-C M.R.S. § 3-2 04. 8 18-C M.R.S. § 3-501 et seq. 9 18-C M.R.S. §§ 3-204, 3-403, 3-414(2) and 3- 414. 10 18 -C M.R.S. § 3-801. 11 18 -C M.R.S. § 3-402. 12 18 -C M.R.S. § 3-203. 13 18 -C M.R.S. § 3-414. If none, state “None.” 14 18 -C M.R.S. § 3-603 et seq. 15 36 M.R.S. § 4079 16 Attorney signature required, pursuant to Rule 11.

Petition for Formal Adjudication or Formal Appointment - Intestate

DE-101(I) (Rev. 09/12/19) Page 1 of 4 STATE OF MAINE _____________________COUNTY PROBATE COURT DOCKET NO. Estate of ______________________________________ APPLICATION FOR INFORMAL Decedent APPOINTMENT OF PERSONAL REPRESENTATIVE (INTESTATE) 1. Full legal name of Applicant: 2. Address, email address and telephone number of Applicant: 3. Legal interest of Applicant in Estate 1 ( Check all that apply):  Surviving spouse  Domestic partner  Heir (e.g. child, parent, etc.)  Creditor Other _____________ 4. Name and address of Personal Representative whose appointment is sought (Designate mailing and legal addresses, if they are different.): 5. The person listed in item 4 has the following relationship to Decedent: Check one:  Surviving spouse  Domestic partner  Other heir (e.g. child, parent, sibling, etc.)  Creditor  State tax assessor 6. The following person(s) have a prior or equal right to appointment: 2 Explain. 7. Full legal name of Decedent: 8. Date of Decedent’s death: 9. Date of Decedent’s birth (or approximate age if date of birth is unknown): 10. Domicile (i.e. town/city of permanent residence) of Decedent at date of death: DE-101(I) (Rev. 09/12/19) Page 2 of 4 11a. Names and addresses of spouse, registered domestic partner, children and other heirs: 3 Name Address Date of Birth (if Under 18) 4 Relationship to Decedent 11b. Is there a domestic partner (non-registered)? 5 : YES  NO  If yes, give name and address. 12. Does the probate estate contain real estate in Maine? YES NO  If yes, list each municipality/town/city and county in which such real estate is located. NOTE: Do not list jointly held property that passes by survivorship (i.e. nonprobate property). 13. Was Decedent domiciled outside of Maine at date of death? YES  NO  If yes, identify here Decedent’s property which was, at the time of Decedent’s death, or has since then been located in this county, and state whether probate proceedings have been commenced elsewhere with respect to this Estate. 6 14. Has a personal representative of the Decedent been appointed by any court prior to this date whose appointment has not been terminated? YES  NO  If yes, state that person’s name and address. DE-101(I) (Rev. 09/12/19) Page 3 of 4 15. Did Decedent die more than three (3) years before the date of this application? YES  NO  If yes, state here the circumstances that authorize commencing this proceeding. 7 16. Has the Applicant received a demand for notice or is the Applicant aware of any demand for notice of any probate or appointment proceeding concerning the Decedent that may have been filed in this state or elsewhere? 8 YES  NO  If yes, include name and address of person demanding notice. Name Address 17. The Applicant is required to provide notice of this application to any person listed in item 16 above, and if the Decedent was fifty-five (55) years of age or older, to the Department of Health and Human Services.  I hereby request that the Register serve the foregoing notices on the Applicant’s behalf in accordance with Rule 4. 18. Check if desired:  Pursuant to Rule 80B(a), I request the Register to publish notice to creditors. 9 19. Check one: 10  No bond is required.  A personal representative’s bond is required and is attached.  An estate tax bond is required and is attached. 11 20. Check (a) or (b) 12 :  (a) I know of an unrevoked testamentary instrument relating to property in this Estate, and I have attached a statement setting forth why that instrument is not being probated.  (b) After exercise of reasonable diligence, I am unaware of any unrevoked testamentary instrument relating to property having situs in this state. 21. Under penalty of perjury, I, the undersigned Applicant, state as follows: (a) All of the foregoing facts and statements are complete and accurate as far as I know or am informed. (b) I understand that by executing this verification I submit personally to the jurisdiction of this Court in any proceeding for relief from fraud relating to this application or for perjury that may be instituted against me. Additionally, I request the register to make the findings and determinations required by Title 18-C M.R.S. § 3- 308 and to appoint as Personal Representative the person listed in item 4. Dated ___________________________ ________________________________________ Applic ant DE-101(I) (Rev. 09/12/19) Page 4 of 4 Attorney for Applicant, if any: Name Address Address Phone Number Maine Bar Number Email Address Fees due upon filing : Filing Fee: $____________ Mailing Notices $ __________ Publication $ ____________ Surcharge $____________ Abstracts $ _______________ Other $ _________________ 1 18 -C M.R.S. § 1-201(26). 2 18 -C M.R.S. § 3-203. 3 18 -C M.R.S. § 1-201(23). 4 18 -C M.R.S. § 3-3 01(1)(A)(2). 5 18-C M.R.S. § 1-201(14). 6 18 -C M.R.S. § 3-201. 7 18 -C M.R.S. § 3-108. 8 18 -C M.R.S. § 3-301(1)(A)(5). 9 18 -C M.R.S. § 3-801. 10 18 -C M.R.S. § 3-603. 11 36 M.R.S. § 4079. 12 18 -C M.R.S. § 3-301(1)(D). MARP

Application for Informal - Intestate (Rev. 09-12-19)

DE-104 (Rev. 07/01/19) Page 1 of 1 STATE OF MAINE _____________________COUNTY PROBATE COURT DOCKET NO. Estate of ________________________________________ ACCEPTANCE OF APPOINTMENT OF Decedent PERSONAL REPRESENTATIVE The undersigned: 1. Has applied/petitioned or has been nominated to be appointed Personal Representative of the above-named Estate; and 2. Submits personally to the jurisdiction of this Court in any proceeding relating to this Estate. Notice of any proceeding relating to this Estate may be delivered or mailed to me by ordinary mail at my address given below or at such other address as I may hereafter file with this Court. Name and address of Personal Representative for Court records: Full legal name Address Address (cont.) I accept appointment and hereby submit to the personal jurisdiction of this Court. Dated: __________________ ________________________________________ Signature of Personal Representative MARP

PR Acceptance

DE-201 (Rev. 8/6/21) Page 1 of 5 STATE OF MAINE COUNTY PROBATE COURT DOCKET NO. Estate of PETITION FOR FORMAL PROBATE Decedent OF WILL OR APPOINTMENT OF PERSONAL REPRESENTATIVE OR BOTH PETITION TO JUDGE: FORMAL PROBATE  FORMAL APPOINTMENT  1. Full legal name of Petitioner: 2. Address, email address and telephone number of P etitioner: 3. Legal interest of Petitioner in Estate 1 (Check all that apply)  P ersonal Representative named in the Will  S urviving spouse  D omestic partner  D evisee  Heir  Creditor  Other _____________ 4. Full legal name of D ecedent: 5. Date of Decedent’s death: 6. Date of Decedent’s birth (or approximate age if date of birth is unknown): 7. Domicile of Decedent at date of death (i.e. address of permanent residence): 8a. Names and addresses of spouse, registered domestic partner, children and other heirs (attach additional sheet(s) if necessary): 2 Name Address Date of Birth (if Under 18) 3 Relationship to Decedent DE-201 (Rev. 8/6/21) Page 2 of 5 8a. Continued: Name Address Date of Birth (if Under 18) 3 Relationship to Decedent 8b. Is there a domestic partner (non-registered): 3 YES  NO  If yes, provide name and address below: 9. Names and addresses of devisees ( attach additional sheet(s) if necessary): Name Address 10a. Does the probate estate contain real estate located in Maine? YES  NO  If yes, list each municipality and county in which such real estate is located below (Note: Do not list jointly held property which passes by survivorship). 10b. Does the residuary estate contain real estate? YES  NO  DE-201 (Rev. 8/6/21) Page 3 of 5 11. Was Decedent domiciled outside of Maine at date of death? YES  NO  If yes, identify below Decedent’s property that was, at the time of Decedent’s death, or has since then been located in this County, and state whether probate proceedings have been commenced elsewhere with respect to this Estate. 4 12. Has a Personal Representative of the Decedent’s Estate been appointed by any court prior to this date whose appointment has not been terminated? YES  NO  If yes, state that person’s name and address below. 13. Does the Petition involve a Will? YES  NO  If yes, has the Will been probated informally? YES  NO  If yes, state where and when below. 14. Did Decedent die more than three years before the date of this Petition? YES  NO  If yes, state below the circumstances that authorize commencing this proceeding. 5 15. Has the Petitioner received a Demand for Notice or is the Petitioner aware of any Demand for Notice of any probate or appointment proceeding concerning the Decedent that may have been filed in this state or elsewhere? 6 YES  NO  If yes, include name and address of person demanding notice below. 16. Is Petitioner seeking Supervised Administration of this Estate? YES  NO . If yes, state below the circumstances that require establishing Supervised Administration of this Estate. 7 17. Upon receiving notice of the time and place for the formal testacy proceeding, I will give notice to the heirs listed in subparts 8a, 8b, and 9 and if the Decedent was fifty-five (55) years of age or older, to the Department of Health and Human Services and to the following other persons: 8 Name Address I will furnish proof of notice to the Court by affidavit. 18. Check if desired:  Pursuant to Rule 80B(a), I request the Register to publish notice to creditors. 9 19. Does Petitioner ( in addition to the notice mentioned in item 17), wish the Court to publish notice as required by law? YES  NO  If no, explain why not below. 20. The Decedent’s Last Will and Testament dated and Codicils dated ____________________ are filed herewith and t o the best of my knowledge, I believe the Will was validly executed, and, after the exercise of reasonable diligence, I am unaware of any instrument revoking the Will, and I believe the instrument which is the subject of this petition is the Decedent’s Last Will and Testament. 10 DE-201 (Rev. 8/6/21) Page 4 of 5 21. Name and address of Personal Representative whose appointment is sought. (Designate mailing and legal addresses if they are different.) 22. Is the person described in subpart 21 designated as the P ersonal R epresentative in the Will? YES  NO  If no, state the basis of the individual’s priority below. 11 23. Are there any questions relating to priority or qualification of the Personal Representative to be resolved? YES  NO  If yes, describe them below. 12 24. Check all that apply:  No bond is required. 13  A bond is required and attached. 14  A bond may be required. The Court is asked to decide if a bond is necessary and in what amount.  An estate tax bond is required and is attached. 15 25. Under penalty of perjury, I, the undersigned, state that all of the foregoing facts and statements are complete and accurate as far as I know or am informed. REQUEST FOR ORDER OR ORDERS: 26. Check applicable box or boxes.  I request an order of the Court that the Will identified by this Petition is the Will of the Decedent and that the heirs are as set forth in item 8a.  I request an order of Court appointing the Personal Representative listed in item 21 or some other suitable person.  I request an order of Court establishing Supervised Administration. Dated: Petitioner or Attorney 16 Attorney for Petitioner, if any: Name Address Address Phone Number Maine Bar Number Email Address DE-201 (Rev. 8/6/21) Page 5 of 5 Fees due upon filing: Filing Fee $ Mailing Notices $ Publication $ Surcharge $ 10.00 Abstracts $ Other $ 1 18-C M.R.S. See § 1-201(26) 2 18-C M.R.S. § 1-201(23) 3 18-C M.R.S. § 1-201(14) 4 18-C M.R.S. § 3-201 5 18-C M.R.S. § 3-108 6 18-C M.R.S. § 3-403 7 18-C M.R.S. § 3-502 8 18-C M.R.S. § 3-403 9 18-C M.R.S. § 3-801 10 18-C M.R.S. § 3-402 11 18-C M.R.S. § 3-203 12 18-C M.R.S. § 3-601 13 18-C M.R.S. § 3-603 14 18-C M.R.S. § 3-604 15 36 M.R.S. § 4079 16 See Rule 11. MARP

Petition for Formal Probate of Will or Appointment of PR

DE-201(I) (Rev. 09/12/19) Page 1 of 5 STATE OF MAINE County Probate Court Docket No. Estate of APPLICATION FOR INFORMAL PROBATE Decedent OF WILL OR APPOINTMENT OF PERSONAL REPRESENTATIVE UNDER WILL OR BOTH 1.Full legal name of A pplicant: 2.Address, email address and telephone number of Applicant: 3.Legal interest of Applicant in Estate (Check all that apply): 1 P ersonal Representative named in the Will Surviving spouse Domestic partner Devisee Heir Creditor Other (explain): ___________________________________________________________________ 4.Full legal name of Decedent: 5.Date of Decedent’s death: 6.Date of Decedent’s birth (or approximate age if date of birth is unknown): 7.Domicile (i.e. town/city of permanent residence) of Decedent at date of death: 8(a). Names and addresses of spouse, registered domestic partner, children and other heirs (attach additional sheet(s) as necessary): 2 Name Address Date of Birth (if Under 18) 3 Relationship to Decedent DE-201(I) (Rev. 09/12/19) Page 2 of 5 8(a). Continued. Name Address Date of Birth (if Under 18) 3 Relationship to Decedent 8(b). I s there a domestic partner (non-registered): 4 YES  NO  If yes, provide name and address below: 9. N ames and addresses of devisees (attach additional sheet(s), as necessary): 5 Name Address 10(a). Does the probate estate contain real estate located in Maine? YES  NO  If yes, list each municipality and county in which such real estate is located below (Note: Do not list jointly held property which passes by survivorship). DE-201(I) (Rev. 09/12/19) Page 3 of 5 10 (b). Does the residuary estate contain real estate? YES  NO  11.W as Decedent domiciled outside of Maine at date of death? YES  NO  If yes, identify below Decedent’s property that was, at the time of Decedent’s death, or has since then been located in this County, and state whether probate proceedings have been commenced elsewhere with respect to this Estate. 6 12.H as a Personal Representative of the Decedent’s Estate been appointed by any court prior to this date whose appointment has not been terminated? YES  NO  If yes, state that person’s name and address below. 13.D id Decedent die more than three years before the date of this application? YES  NO  If yes, state below the circumstances that authorize commencing this proceeding. 7 14.Has the Applicant received a Demand for Notice or is the Applicant aware of any Demand for Notice of any probate or appointment proceeding concerning the Decedent that may have been filed in this state or elsewhere? 8 YES  NO  If yes, include name and address of persons demanding notice below. Name Address 15.The Applicant is required to provide notice of this application to any person listed in item 14 above, and if the D ecedent was fifty-five (55) years of age or older, to the Department of Health and Human Services. In addition, if this application seeks informal probate of a will, the Applicant must provide notice to any person listed in item 12 above, and/or if this application seeks informal appointment of a personal representative, notice must be provided to any person listed in item 19 below. 9 ⬜ I h ereby request that the Register serve the foregoing notices on the Applicant’s behalf in accordance with Rule 4. 16.C heck if desired:  Pursuant to Rule 80B(a), I request the Register to publish notice to creditors. 10 17.The Decedent’s Original Last Will and Testament dated and Codicils dated are filed herewith and t o the best of my knowledge, I believe the Will was validly executed, and, after the exercise of reasonable diligence, I am unaware of any instrument revoking th e Will, and I believe the instrument which is the subject of this petition is the Decedent’s Last Will and Testament . 11 18.N ame and address of Personal Representative whose appointment is sought. (Designate mailing and legal addresses if they are different.) DE-201(I) (Rev. 09/12/19) Page 4 of 5 19.Is the person described in item 18 designated as the Personal Representative in the Will? YES  NO  If no, state the basis of the individual’s priority below. 12 Also, provide the name and address of any person with a prior or equal right to appointment not waived in writing and filed with the Court. 20.C heck one: N o bond is required. A bond is required and attached. 13 A bond may be required. The Court is asked to decide if a bond is necessary and in what amount. An estate tax bond is required and is attached. 14 21.R EQUEST FOR ACTION BY REGISTER (Check (a) and/or (b)): ( a) I ask the Register to allow probate of this Will; and/or (b) I ask the Register to appoint the Personal Representative listed in item 18. 22.U nder penalty of perjury, I, the undersigned Applicant, verify that the information contained in the foregoin g a pplication is accurate and complete to the best of my knowledge and belief. 15 I understand that by executing this verification I submit personally to the jurisdiction of this Court in any proceeding for relief from fraud relating to this application or for perjury that may be instituted against me . Dated: Applicant Attorney for Applicant, if any: Name Address Address Phone Number Maine Bar Number Email Address DE-201(I) (Rev. 09/12/19) Page 5 of 5 Fees due upon filing: Filing Fee $ Mailing Notices $ Publication $ Surcharge $10.00 Abstracts $ Other $ 1 18 -C M.R.S. § 1-201(26). 2 18 -C M.R.S. § 1-201(23). 3 18 -C M.R.S. § 3-301(1)(A)(2). 4 18 -C M.R.S. § 1-201(14). 5 18 -C M.R.S. §§ 1- 201(10) and 1-201(11). 6 18 -C M.R.S. § 3-201. 7 18 -C M.R.S. § 3-108. 8 18 -C M.R.S. § 3-301(1)(A)(5). 9 18 -C M.R.S. §§ 3-204, 3-306 and 3-310. 10 18 -C M.R.S. § 3-801. 11 18 -C M.R.S. § 3-301(1)(B). 12 18 -C M.R.S. § 3-203. 13 18 -C M.R.S. § 3-603. 14 36 M.R.S. § 4079. 15 18 -C M.R.S. §§ 1-310 and 3-301. MARP

Application for Informal Probate of Will or Appt of PR

DE-301 (Rev. 07/01/19) Page 1 of 3 STATE OF MAINE _____________________COUNTY PROBATE COURT DOCKET NO. Estate of ________________________________________ PETITION FOR FORMAL Decedent APPOINTMENT OF SPECIAL ADMINISTRATOR 1 1. Full legal name of Petitioner: 2. Address, email address and telephone number of Petitioner: 3. Legal interest of Petitioner in E state (check all that apply): 2  Personal Representative named in the Will  Surviving spouse  Domestic partner  Devisee  Heir  Creditor  Other _____________ 4. Full legal name of Decedent: 5. Date of Decedent’s death: 6. Domicile of Decedent at date of death (i.e. address of permanent residence): 7. Was Decedent domiciled in this county at date of death?  YES  NO If not, venue is based on the following. 3 8. Name and address of person whose appointment is sought. (Designate mailing and legal addresses if they are different.) 9a . Did Decedent leave a will that has been, or will be, presented for probate?  YES  NO. 9b. If you answered “yes” to question 9a above, is the person whose appointment is sought nominated as personal representative in the Will?  YES  NO. If not, explain why not. DE-301 (Rev. 07/01/19) Page 2 of 3 10. State here the reason why a special administrator is necessary for this E state. 11. Is appointment sought without notice?  YES  NO. If yes, state here nature of emergency. 12. List names and addresses of interested parties to whom notice must be given by petitioner (attach additional pages if necessary): Name Address 13. Petitioner requests that the person named in item 8 be formally appointed Special Administrator of this estate. Dated: Petitioner or Attorney 4 Attorney for Petitioner, if any: Name Address Address Phone Number Maine Bar Number Email Address ___________________________ 1 18 -C M.R.S. § 3-614(2) et seq. 2 18 -C M.R.S. § 1-201 (26). 3 18 -C M.R.S. § 3-201. 4 See Rule 11 MARP DE-301 (Rev. 07/01/19) Page 3 of 3 ACCEPTANCE OF APPOINTMENT I, the undersigned, accept this position of official trust and personal liability for any violation of that trust and submit to the personal jurisdiction of this Court. Dated: Special Administrator ORDER Upon notice, if required, and hearing, this Court finds that the appointment requested in the foregoing petition is necessary to preserve the estate or to secure its proper administration and hereby appoints: Special Administrator as Special Administrator, subject, however, to such individual’s acceptance and filing of any required bond. The Special Administrator shall have all the powers and duties as set forth in Title 18-C M.R.S. §3-617, unless otherwise limited as follows: Pursuant to M.R.Prob.P. 79(a), and at the specific direction of the Court, the Register shall enter on the docket that this Order is incorporated by reference. Dated: Judge of Probate Certified a true copy on: Register of Probate

Petition for Appointment of Special Administrator

DE-301(I) (Rev.09/12/19) Page 1 of 3 STATE OF MAINE _____________________COUNTY PROBATE COURT DOCKET NO. Estate of ________________________________________ APPLICATION FOR INFORMAL Decedent APPOINTMENT OF SPECIAL ADMINISTRATOR 1 1. Full legal name of Applicant: 2. Address, email address and telephone number of Applicant: 3. Legal Interest of Applicant in Estate (check all that apply): 2  Personal Representative named in the Will  Surviving spouse  Domestic partner  Devisee  Heir  Creditor  Other _____________ 4. Full legal name of Decedent: 5. Date of Decedent’s death: 6. Domicile of Decedent at date of death (i.e. address of permanent residence): 7. Was Decedent domiciled in this county at date of death?  YES  NO If not, venue is based on the following. 3 8. Name and address of person whose appointment is sought. (Designate mailing and legal addresses if they are different.) 9a . Did Decedent leave a Will that has been, or will be, presented for probate?  YES  NO. DE-301(I) (Rev.09/12/19) Page 2 of 3 9b. If you answered “yes” to question 9a above, is the person whose appointment is sought nominated as Personal Representative in the Will?  YES  NO. If not, explain why not. 10. A bond is required and is attached. 4 To protect this Estate prior to the appointment of a general personal representative or following termination of a prior appointment of a general personal representative, it is necessary to appoint a special administrator. Wherefore, Applicant requests that the person named in item 8 be informally appointed as Special Administrator of this Estate. Dated: Applicant Attorney for Applicant, if any: Name Address Address Phone Number Maine Bar Number Email Address Before me, this day, personally appeared , known to me to be the Applicant in the foregoing application, who stated the foregoing facts under penalty of perjury and acknowledged the genuineness of the signature affixed to the application and that it was affixed as the free act and deed of the Applicant. Dated: Notary Public/Register of Probate/Attorney at Law Type or Print Name of Officer Taking Oath DE-301(I) (Rev.09/12/19) Page 3 of 3 ACCEPTANCE OF APPOINTMENT I, the undersigned, accept this position of official trust and personal liability for any violation of that trust and submit to the personal jurisdiction of this court. Dated Special Administrator APPOINTMENT I hereby appoint to be Special Administrator of the Estate of , deceased, subject to such individual’s acceptance and filing of any required bond. The Special Administrator shall have all the powers and duties set forth in 18-C M.R.S. § 3- 616. Dated: Register of Probate 1 18 -C M.R.S. § 3-614(1) et seq. 2 18 -C M.R.S. § 1-201(26). 3 18 -C M.R.S. § 3-201. 4 18 -C M.R.S. § 3-603 et seq. MARP

Application for Informal Appt of Special Administrator (Rev. 09-12-19)

DE-401(A) (Rev. 07/01/19) Page 1 of 2 STATE OF MAINE COUNTY PROBATE COURT DOCKET NO. Estate of CERTIFICATE OF VALUE Decedent FOR RESIDENT AND NON-RESIDENT ESTATES Date of Decedent’s Death: The undersigned represents that, to the best of the undersigned’s knowledge and belief, the Decedent left an Estate consisting of the following mentioned items of property, the amount set opposite each being the estimated value thereof. RESIDENT ESTATE: ANSWER ALL QUESTIONS BELOW. NON-RESIDENT ESTATE: ANSWER ALL QUESTIONS EXCEPT NUMBER 3. PROBATE ESTATE 1. Real Estate in Maine (net of mortgages) $ (Do not include joint-tenancy property) 2. Tangible Personal Property in Maine $ 3. Intangible Personal Property (wherever located) $ 4. Total Probate Estate Value $ Add lines 1, 2 & 3 5. Non-mortgage debts, funeral expenses, and costs of administration $ 6. Net Value of Probate Estate $ Subtract line 5 from line 4 NON-PROBATE TAXABLE ESTATE 7. Decedent's interest in Maine real estate included in gross taxable estate $ (net of mortgages) 1 8. Estate Tax Returns: a. Will a Federal Estate Tax Return be filed?  YES  NO b. Will a Maine Estate Tax Return be filed?  YES  NO If yes, the estimated Maine Estate Tax is $______________ 9. Has the Personal Representative deposited cash or collateral with an agency of this State, pursuant to statute, to secure performance of the Personal Representative’s duties?  YES  NO I, , hereby acknowledge that I have read the foregoing report and that the statements therein contained are true and do correctly disclose the listed assets of the Decedent named therein to the best of my knowledge and belief. Dated: Applicant/Petitioner/Attorney DE-401(A) (Rev. 07/01/19) Page 2 of 2 MAINE ESTATE TAX DUE BOND REQUIREMENT ACTION BY THE REGISTER OR JUDGE OF PROBATE: 2  Any Maine Estate Tax due appears to be reasonably secured by the lien upon real estate or by the deposit o f cash or collateral by the Personal Representative in a financial institution in this State. No Estate Tax Bond need be filed.  An Estate Tax Bond in the amount of $ is required. No Letters of Authority shall be issued until said bond is approved by this Court. Dated: Judge of Probate/Register of Probate 1 36 M.R.S. § 4 112 2 36 M.R.S. § 4079. See also 18-C M.R.S. §§ 3-601 and 3-603. MARP

Certificate of Value Resident and Non Resident

DE-403 (Rev. 07/01/19) Page 1 of 4 STATE OF MAINE _____________________COUNTY PROBATE COURT DOCKET NO. Estate of ________________________________________ BOND FOR PERSONAL Decedent REPRESENTATIVE(S) 1 THAT WE ___________________________________________________________________________ of (Name of Personal Representative or Names of Personal Representatives) _____________________________________________________________________________________________ (Full address of Personal Representative or Personal Representatives) _____________________________________________________________________________________________ (Full address of Personal Representative or Personal Representatives) as principal(s), and of (Name of Surety) (City, State) and of (Name of Surety) (City, State) as sureties, are holden and stand firmly bound and obligated unto the State of Maine, in the penal sum of ($_________________) ____________________ dollars, to be paid to the Probate Court of this County for the benefit of the persons interested in this Estate; to the true payment whereof we bind ourselves, our heirs, and personal representatives jointly and severally by these presents. The condition of this obligation is such that, if the above bounden ______________________________, as Personal Representative of the Estate of _____________________________, late of _______________________, deceased, shall faithfully discharge all of such Personal Representative’s duties as a fiduciary to this Estate according to law, then this obligation shall be void. Otherwise, it will remain in full force and effect. By executing this bond, each surety consents to the jurisdiction of the Court which issued letters to the primary obligor in any proceedings pertaining to the fiduciary duties of the personal representative and name the surety as a party This bond is not void after the first recovery, but may be proceeded against from time to time until the whole penalty is exhausted. Dated: Witness Personal Representative Witness Co-Personal Representative (if applicable) Witness Surety Witness Surety DE-403 (Rev. 07/01/19) Page 2 of 4 PERSONAL SURETIES: PLEDGE OF PERSONAL AND REAL PROPERTY 1. Personal Property: Gross value of pledged Personal Property: $ Name of Surety (No.1) Name of Surety (No.2) Description of Pledged Personal Property: Description of Pledged Personal Property: 2. Real Property: Gross value of pledged Real Property: $ Name of Surety (No.1) Name of Surety (No.2) Description of Pledged Real Property: Description of Pledged Real Property: ____________________County Registry of Deeds ____________________County Registry of Deeds Book ______________, Page ______________ Book ______________, Page ______________ Physical Address of Real Property: Physical Address of Real Property: Description of Pledged Real Property: Description of Pledged Real Property: ____________________County Registry of Deeds ____________________County Registry of Deeds Book ______________, Page ______________ Book ______________, Page ______________ Physical Address of Real Property: Physical Address of Real Property: If no property is described, the sureties enter this bond on a general pledge of their personal assets. DE-403 (Rev. 07/01/19) Page 3 of 4 AFFIDAVIT OF PERSONAL SURETY (No.1) I, __________________________________, a surety named above, state and affirm under penalty of perjury that the property described in the foregoing bond pledged by me has the value stated, over and above any encumbrances having precedence over this bond or, if this is a bond without pledge of property, that I have a personal net worth in excess of the penal sum of the foregoing bond. Surety STATE OF MAINE ________________________ COUNTY DATED: Personally appeared the above-named _____________________________ who affirmed, under the penalty of perjury, that the facts in the foregoing statement are true and acknowledged that the person’s signature thereon is genuine and that the person executed as the person’s free act and deed. Notary Public/Register of Probate/Attorney at Law Typed or printed name of officer taking oath AFFIDAVIT OF PERSONAL SURETY (No.2) I, __________________________________, a surety named above, state and affirm under penalty of perjury that the property described in the foregoing bond pledged by me has the value stated, over and above any encumbrances having precedence over this bond or, if this is a bond without pledge of property, that I have a personal net worth in excess of the penal sum of the foregoing bond. Surety STATE OF MAINE ________________________ COUNTY DATED: Personally appeared the above-named _____________________________ who affirmed, under the penalty of perjury, that the facts in the foregoing statement are true and acknowledged that the person’s signature thereon is genuine and that the person executed as the person’s free act and deed. Notary Public/Register of Probate/Attorney at Law Typed or printed name of officer taking oath DE-403 (Rev. 07/01/19) Page 4 of 4 CORPORATE SURETY: If this bond is used by a corporate surety, endorse here, giving the name of the corporate surety and the name and authority of the officer executing this bond. 1. Name of Corporate Surety: 2. Address and Phone Number for Corporate Surety: 3. Name and Authority of Officer Executing Bond: BOND APPROVAL This bond is duly executed by a corporate surety or by one or more individual sureties whose performance is secured by a pledge of personal property, mortgage on real property or other adequate security. Unless otherwise stated in a will related to this Es tate or by order of Court, the bond covers the estimated value of Decedent’s personal estate plus one year’s expected income from Decedent’s real and personal estate less the value of assets of the Estate deposited with a domestic financial institution, as defined in Title 18-C M.R.S. §6-2 01, in a manner that prevents their unauthorized disposition. Dated: Register of Probate ___________________________________ 1 18-C M.R.S. §§ 3-604 and 3-606. MARP

Bond For Personal Representative

DE-405 (Rev. 05/06/21) Page 1 of 3 STATE OF MAINE _____________________COUNTY PROBATE COURT DOCKET NO. Estate of PROBATE INVENTORY 1 Decedent The following is a true and correct inventory of all of the property owned by the Decedent at the time of the Decedent’s death and subject to administration in this Estate. All values listed in “Value” column are the fair market value as of date of death without deductions or adjustments for encumbrances, expenses, or risks of non-collection. ITEM NUMBER PROPERTY DESCRIPTION (Include book and page, if recorded, and nature of interest) VALUE ENCUMBRANCES, IF ANY (Describe in detail, including book and page if recorded) A. REAL PROPERTY* 1 2 3 4 5 6 $_____________________ $_____________________ Gross Value of Real Property (lines 1-6) Gross Value of Encumbrances * Attach additional sheets if necessary DE-405 (Rev. 05/06/21) Page 2 of 3 ITEM NUMBER PROPERTY DESCRIPTION VALUE ENCUMBRANCES, IF ANY B. TANGIBLE PERSONAL PROPERTY 7 8 9 10 11 12 13 14 15 16 17 C. INTANGIBLE PERSONAL PROPERTY ITEM NUMBER PROPERTY DESCRIPTION (Include name of obligor and nature of obligation. For bank accounts, include name of bank, account number and type of account) VALUE ENCUMBRANCES, IF ANY 18 19 20 21 22 23 24 25 $_____________________ $_____________________ Gross Value of Personal Property (lines 7-25) Gross Value of Encumbrances (lines 7-25) DE-405 (Rev. 05/06/21) Page 3 of 3 26. Calculation of Gross and Net Estate: Gross Value of Real Property: $____________________________ + Gross Value of Personal Property: $____________________________ Gross Value of Inventory: $ - Gross Value of Real Property Encumbrances $____________________________ - Gross Value of Personal Property Encumbrances $____________________________ Net Value of Inventory: $ 27. Names and addresses of appraisers employed, if any, and number of item or items of property appraised by any such appraiser. 2 28. Numbers of items of property appraised by Personal Representative. Dated: Personal Representative Attorney for Personal Representative, if any: Name Address Address Phone Number Maine Bar Number Email Address 1. 18 -C M.R.S. §§ 3-706 and 3-708. 2. 18-C M.R.S. § 3-707. The personal representative may employ an appraiser to assist in ascertaining the fair market value as of the date of the decedent’s death of any asset the value of which may be subject to reasonable doubt. He may employ one or more appraisers to assist with valuing all other property. MARP

Inventory

DE-406 (Rev. 07/01/19) Page 1 of 2 STATE OF MAINE _____________________COUNTY PROBATE COURT DOCKET NO. Estate of ________________________________________ PROBATE ACCOUNT 1 Decedent This accounting is the ___________________ account. It covers the period beginning __________________ and ending ___________________ An inventory dated __________________ was completed for this Estate on ____________________. The inventory was filed with this Court on _____________________ (if none, enter “none”). Prior account(s) were filed on _________________________________________ (if none, enter “none”). 1. That inventory or prior account showed (Note: fill in every line. If zero, enter “0”). Tangible personal property with a net value of $ Real Estate with a net value of $ Intangible personal property with a net value of $ Total $ 2. Since the date of the inventory or last accounting, the Estate has had: Income in the amount of (See attached Schedule A) $ Expenses in the amount of (See attached Schedule B) $ Exemptions/Allowances in the amount of (See attached Schedule C) 2 $ Distributions in the amount of (See attached Schedule D) $ 3. Current net Estate balances are: Tangible personal property $ Intangible personal property $ Total $ 4. Maine Estate Tax Statement (Check One)  (a) Maine Estate Taxes have been paid and proof of the same is attached  (b) Maine Estate Taxes are not due  (c) Maine Estate Taxes are still uncertain  (d) Maine Estate Taxes are certain but payment has not been made DE-406 (Rev. 07/01/19) Page 2 of 2 The Personal Representative affirms, under penalty of perjury, that the foregoing account is true and accurate to the best of the Personal Representative’s knowledge and belief. The Personal Representative has detailed records in the Personal Representative’s possession to verify the same and will make them available for inspection to persons with a right to review them or to the Court upon written request. Dated: Personal Representative Date: Co-Personal Representative (if applicable) Attorney for Personal Representative, if any: Name Address Address Phone Number Maine Bar Number Email Address ____________________________________ 1 18 -C M.R.S. §§ 3-107, 3-1001 and 3-1002 2 18 -C M.R.S. §§ 2-401 et seq. MARP

Probate Account

DE-407 (Rev. 07/01/19) Page 1 of 1 STATE OF MAINE _____________________COUNTY PROBATE COURT DOCKET NO. Estate of ________________________________________ RENUNCIATION/NOMINATION 1 Decedent I, _______________________________________________, having priority for appointment of personal representative equal to or greater than the person whose appointment is sought in the above captioned estate, do hereby: Check all that apply :  1. Nominate ________________________________________to be appointed Personal Representative;  2. Renounce my right to nominate a personal representative;  3. Renounce my right to be appointed personal representative;  4. Concur in nominating___________________________________, whose appointment is sought; and  5. Waive notice thereon. Dated: Signature Printed or Typed Name Address Address (cont.) ___________________________ 1 18 -C M.R.S. § 3-203(3) MARP

Renunciation-Nomination

DE-501 (Rev. 07/01/19) Page 1 of 3 STATE OF MAINE COUNTY PROBATE COURT DOCKET NO. Estate of Decedent PETITION FOR SUPERVISED ADMINISTRATION 1. Full legal name, address and email address of P etitioner. 2. Interest of Petitioner in the Estate. 1 3. Check (A) or (B)  (A) The testacy and priority and qualification of the Personal Representative have been adjudicated and copies of all orders relating to those matters are attached hereto.  (B) A Petition to adjudicate the testacy, priority and qualification of the P ersonal R epresentative is attached. 2 4. Does D ecedent’s Will include any provisions regarding supervised administration? YES  NO  If yes, reference or quote provisions below. DE-501 (Rev. 07/01/19) Page 2 of 3 5. State here the circumstances that require supervision of this Estate or release this Estate from supervision regardless of the provisions of the Will. Wherefore Petitioner requests: (Check Applicable Box) That this Estate be supervised. That this Estate not be supervised. That the following special restrictions apply to the powers of the Personal Representative of this estate: Dated: Petitioner or Attorney 3 Attorney for Petitioner, if any: Name Address Address Phone Number Maine Bar Number Email Address DE-501 (Rev. 07/01/19) Page 3 of 3 NOTICE TO PERSONAL REPRESENTATIVE ONCE YOU RECEIVE NOTICE THAT THIS PETITION HAS BEEN FILED IN COURT YOU MAY NOT DISTRIBUTE ANY ASSETS OF THIS ESTATE WITHOUT APPROVAL OF THE COURT. 4 ORDER Upon notice and hearing or opportunity for a hearing it is hereby ORDERED that:  This Estate will be SUPERVISED. The Personal Representative may make no distributions without approval by further order of this Court.  This Estate will be UNSUPERVISED.  There are no other restrictions on the powers of Personal Representative, except: Pursuant to M.R.Prob.P. 79(a) and at the specific direction of the Court, the Register shall enter on the docket that this Order is incorporated by reference. Date Judge of Probate 1 18 -C M.R.S. § 1-201(26) 2 18 -C M.R.S. § 3-502 3 See Rule 11 4 18 -C M.R.S. § 3-503(3) MARP

Petition with Respect to Supervised Administration

DE-502 (Rev. 07/01/19) Page 1 of 1 STATE OF MAINE COUNTY PROBATE COURT DOCKET NO. Estate of DEMAND FOR BOND Decedent 1. Name and address of P etitioner. 2. Nature of interest of Petitioner in Estate. 1 3. Value of interest of Petitioner in Estate.  Petitioner demands that the Personal Representative give Bond.  Petitioner believes the Bond should be in the amount of $ for the following reasons:  Petitioner requests that the Court assign the bond amount. Check (a) or (b). 2  (a) Petitioner has mailed a copy of this demand to the Personal R epresentative.  (b) Petitioner has enclosed an original and one copy of this demand and asks the Register to mail a copy to the Personal Representative if appointment and qualification have occurred. Petitioner agrees to pay the established Court fee for this service. Dated Petitioner or Attorney Attorney (Required by Rule 11) NOTICE TO PERSONAL REPRESENTATIVE Once you receive notice that this demand has been filed in Court, you may not exercise any of the powers of your office except as necessary to preserve this Estate until you file the bond demanded or the court excuses you from filing the bond demanded. 2 1 See Title 18-C M.R.S. §1 -201(26) 2 See Title 18-C M.R.S. §3-605 MARP Attorney for Petitioner, if any: Name Address Address Phone Number Maine Bar Number Email Address

Demand For Bond

DE-503 (Rev. 07/01/19) Page 1 of 3 STATE OF MAINE _____________________COUNTY PROBATE COURT DOCKET NO. Estate of _________________________________________ CLAIM AGAINST ESTATE Decedent 1. Residence and Decedent’s date of death, if known: 2. Name of Claimant: 3. Address of Claimant: 4. Amount claimed: $_____________________ 5. Basis for claim (Explain or attach evidence): 6. Date claim will become due if not yet due: 7. Nature of any uncertainty about claim: 8. Security for claim (Describe in detail, including recording information, if any): I make this claim pursuant to 18-C M.R.S.§3-804 and ask that it be honored according to law. Dated: __________________________ _________________________________________ Claimant, Attorney for Claimant or Authorized Rep. DE-503 (Rev. 07/01/19) Page 2 of 3 Attorney for Claimant: Name Address Address Phone Number Maine Bar Number Email Address Decisions by Personal Representative(s):  Allowed  Disallowed  Partially allowed in the amount of $___________________________ Notice of decision mailed to claimant on _____________________________ Dated _____________________________ ________________________________________________ Personal Representative or Attorney 1 Attorney for Personal Representative: Name Address Address Phone Number Maine Bar Number DE-503 (Rev. 07/01/19) Page 3 of 3 NOTICE TO CLAIMANT AND WARNING 18-C M.R.S. §3-806 YOUR CLAIM IS TREATED AS ALLOWED IF THE PERSONAL REPRESENTATIVE HAS NOT MAILED OR DELIVERED TO YOU A SIGNED NOTICE OF DISALLOWANCE OR PARTIAL ALLOWANCE WITHIN 60 DAYS AFTER THE TIME FOR ORIGINAL PRESENTATION OF CLAIMS HAS EXPIRED. THEREAFTER, IT MAY BE DISALLOWED ONLY UPON NOTICE TO YOU. IF THE PERSONAL REPRESENTATIVE MAILS OR DELIVERS NOTICE IN A TIMELY MANNER, YOUR CLAIM IS BARRED TO THE EXTENT THE PERSONAL REPRESENTATIVE HAS DISALLOWED IT UNLESS, WITHIN 60 DAYS AFTER THE PERSONAL REPRESENTATIVE MAILS SUCH NOTICE TO YOU, YOU FILE A PETITION FOR ALLOWANCE IN THIS COURT OR COMMENCE A PROCEEDING AGAINST THE PERSONAL REPRESENTATIVE. THIS FORM IS NOT A PETITION FOR ALLOWANCE AND FILING THIS FORM IN COURT WILL NOT PRESERVE YOUR RIGHTS AGAINST A PERSONAL REPRESENTATIVE WHO HAS DISALLOWED YOUR CLAIM IN WHOLE OR IN PART. 1 See Rule 11 MARP

Claim Against Estate

DE-504 (Rev. 07/01/19) Page 1 of 2 STATE OF MAINE _____________________COUNTY PROBATE COURT DOCKET NO. Estate of __________________________________________ PETITION TO RESOLVE Deceased DISPUTED CLAIM AND PETITION FOR ALLOWANCE 1 1. Full legal name, address, email address and telephone number of Petitioner: 2. A dispute exists over a claim made against this Estate. A copy of the claim presented and a copy of the written statement allowing or disallowing all or part of the claim are attached. 3. No other proceeding to resolve this dispute has been instituted in any court. 4. To the best understanding of the Petitioner, the following factual or legal issues are in dispute. 5. The Petitioner would make due proof as follows (State here the facts to be proved and the evidence, including documentary evidence and expected testimony, which will support those facts). Wherefore Petitioner prays that the Court enter an appropriate order ending this dispute. Dated: __________________________ _________________________________________ Petitioner or Attorney for Petitioner 2 Attorney for Petitioner, if any: Name Address Address Phone Number Maine Bar Number Email Address DE-504 (Rev. 07/01/19) Page 2 of 2 ORDER After notice and hearing, and upon consideration of the evidence, it is hereby ORDERED that the disputed claim be:  DENIED  ALLOWED IN WHOLE  ALLOWED IN PART. The Personal Representative shall pay to the Claimant the sum of $ . Dated: ________________________________ _________________________________________ Judge of Probate 1 18-C M.R.S. §§ 3-804 and 3-806. 2 See Rule 11 . MARP

Petition to Resolve Disputed Claim and Allowance

DE-5 05 (Rev. 07/01/19) Page 1 of 1 STATE OF MAINE _____________________COUNTY PROBATE COURT DOCKET NO. Estate of __________________________________________ PETITION WITH RESPECT TO Decedent OMITTED CHILD 1. Decedent had, during the Decedent’s life, a natural or adopted child for whom Decedent’s Last Will and Testament made no provision. That child’s full legal name, current address and email address are: 2. At the time of the execution of Decedent’s Last Will and Testament, the following circumstances existed with respect to Decedent and this child. 1 3. Petitioner has reason to believe that Decedent’s omission of the child was  intentional  unintentional on the basis of the following facts: 4. Petitioner believes the child  should  should not receive such child’s intestate share of Decedent’s Estate and prays for an order of the Court to that effect. Dated: __________________________ _________________________________________ Petitioner or Attorney for Petitioner 2 Attorney for Petitioner, if any: Name Address Address Phone Number Maine Bar Number Email Address 1 18 -C M.R.S. § 2-302. 2 See Rule 11. MARP

Petition with Respect to Pretermitted or Omitted Child

DE-506 (Rev. 07/01/19) Page 1 of 3 STATE OF MAINE _____________________COUNTY PROBATE COURT DOCKET NO. Estate of PETITION FOR ELECTIVE SHARE 1 Decedent 1. Full legal name, address, email address and telephone number of Petitioner (surviving spouse of Decedent) 2. Date of Decedent’s death: 3. Date of probate of Decedent’s Last Will and Testament: 4. The time for election  has  has not been extended by the Court for cause shown prior to this date. 5. The value of the probate estate, if it has been determined, is $ (attach inventory if available) 6. The value of the augmented estate, to the extent the Petitioner can determine it, is $ . 2 7. The following persons, including Petitioner, are thought to be transferees of assets which are to be included in the augmented estate (attach sheet if necessary). Name Address Nature and value of property held and details of its transfer DE-506 (Rev. 07/01/19) Page 2 of 3 Name Address Nature and value of property held and details of its transfer Petitioner prays that this Court fix the liability of any person who has any interest in or possession of any asset included in the augmented net estate which has not come into the possession of the Personal Representative. Petitioner prays that the Court determine the amount of the elective share and order its payment from the assets of the augmented net estate or by contribution. (Note to Register: This form must be recorded in the Registry of Deeds within 30 days after it is filed). 3 Dated __________________________ _________________________________________ Petitioner or Attorney for Petitioner 4 Attorney for Petitioner, if any: Name Address Address Phone Number Maine Bar Number Email Address DE-506 (Rev. 07/01/19) Page 3 of 3 FINDINGS Following notice and hearing, or opportunity for hearing, it is determined:  That Petitioner is the surviving spouse of the Decedent entitled to an elective share;  That the augmented estate has a value of $  That the persons listed in the foregoing paragraph 7 have some control over assets included in the augmented estate, except:  That the Petitioner’s elective share is equal to $ . ORDER The Court hereby ORDERS that the following persons must contribute the following amounts to Petitioner: NAME AMOUNT Dated: Judge of Probate 1 18 -C M.R.S. §2-201 et seq. 2 18 -C M.R.S. §2-203. 3 18 -C M.R.S. §1-504. 4 See Rule 11 MARP

Petition for Elective Share

DE-507 (Rev. 07/01/19) Page 1 of 3 STATE OF MAINE _____________________COUNTY PROBATE COURT DOCKET NO. Estate of ________________________________________ PETITION TO REOPEN ESTATE 1 Decedent 1. Full legal name, address, email address and phone number of Petitioner: 2. Petitioner’s legal interest in the Estate 2 : 3. The Estate of __________________________, late of ____________________________, was administered in (Decedent) (Domicile of Decedent) this Court and _____________________________________ of __________________________________________ (Name of Former Personal Representative) (Address of former Personal Representative) was appointed as Personal Representative on ________________________. Said appointment terminated on (Date of appointment) _________________________. 3 (Date of termination) 4. There has come to the attention of the Petitioner the following property or estate belonging to the above-named Decedent that has not been administered (Note: briefly identify the property and list each county and municipality in which said property is located): 5. Name and address of Personal Representative whose appointment is sought and state basis of such person’s priority: 4 6. Are there any questions relating to priority or qualification of Personal Representative to be resolved?  YES  NO. If yes, describe below. 5 DE-507 (Rev. 07/01/19) Page 2 of 3 7. Names and addresses of all interested parties, including the former Personal Representative, and all distributees under the terminated administration. 6 Name Address Relationship to Decedent 8. Has Petitioner received a Demand for Notice? 7  YES  NO. If yes, add name and address of persons demanding notice. Name Address DE-507 (Rev. 07/01/19) Page 3 of 3 9. Check (a) (b) or (c)  (a) I request that the Court give notice of this filing to the persons listed in paragraph 7 and to the following other persons entitled to notice:  (b) I will give notice to all persons entitled to receive it and will furnish proof of service of process to the Court by affidavit.  (c) All interested persons entitled to receive notice of this proceeding have been notified and all have waived any and all notice requirements (Waivers attached). 10. Under penalty of perjury, I, the undersigned, state that all of the foregoing facts and statements are complete and accurate so far as I know or am informed. 11. Pursuant to 18-C M.R.S. §3-1008, the Petitioner respectfully requests that this Court reopen administration of this Estate and appoint _________________________________ as Personal Representative for the sole and exclusive purpose of administering the newly discovered property, and to terminate the reopened administration on such terms as the Court may direct. Dated: __________________________ _________________________________________ Petitioner or Attorney for Petitioner 8 Attorney for Petitioner, if any: Name Address Address Phone Number Maine Bar Number Email Address Fees due upon filing: Filing Fee: $____________ Mailing Notices $ __________ Abstracts $ _______________ Other $ _________________ ___________________________ 1 18-C M.R.S. § 3- 1008. 2 18-C M.R.S. § 1-201(26 ). 3 18 -C M.R.S. § 3-1008. If the Estate was closed informally, date of termination will be one year from the date of filing of said closing. If the Estate was closed formally, date of termination will be the date on which the Personal Representative has been officially discharged. 4 18-C M.R.S. § 3-203 5 18-C M.R.S. § 3-414 6 18-C M.R.S. § 3-1008. 7 18-C M.R.S. § 3-301(1)(A)(5) 8 See Rule 11 MARP

Petition to Reopen Estate

DE-509 (Rev. 07/01/19) Page 1 of 2 STATE OF MAINE _____________________COUNTY PROBATE COURT DOCKET NO. Estate of: ________________________________ PETITION FOR REMOVAL OF Decedent PERSONAL REPRESENTATIVE 18-C M.R.S. §3-611 1. Full legal name of Petitioner: 2. Address, email address and telephone number of Petitioner: 3. Legal interest of Petitioner in Estate (Check all that apply) 1 :  Personal Representative named in the Will  Surviving spouse  Domestic partner  Devisee  Heir  Creditor  Other _____________ 4. Full legal name of Decedent: 5. List names and addresses of interested parties who must be notified of this proceeding (attach additional sheets if necessary): Name Address 6. Full legal name and address of P ersonal Representative: DE-509 (Rev. 07/01/19) Page 2 of 2 7. Date of appointment of Personal Representative: 8. Grounds for removal of the Personal Representative are as follows: 9. Check (a) or (b)  (a) A Co-Personal Representative is to remain in office; or  (a) A new petition for Personal Representative or Special Administrator has been or will be filed. WHEREFORE, the Petitioner requests that the Court remove ____________________________________ as the Personal Representative of this Estate and grant such further relief as it may deem appropriate. Dated: __________________________ _________________________________________ Petitioner or Attorney for Petitioner 2 Attorney for Petitioner, if any: Name Address Address Phone Number Maine Bar Number Email Address 1 18 -C M.R.S. § 1-201(26). 2 See Rule 11.

Petition for Removal of Personal Representative

DE-601 (Rev. 07/01/19) Page 1 of 2 STATE OF MAINE _____________________COUNTY PROBATE COURT DOCKET NO. Estate of _________________________________ PETITION FOR ORDER OF Decedent COMPLETE SETTLEMENT OF ESTATE UNDER 18-C M.R.S. §3-1001 or §3-1002 OR SPECIAL FINDING OR BOTH 1. Full legal name, address and email address of Petitioner. 2. Legal interest of Petitioner in this Estate: 1  Personal Representative named in the Will  Surviving spouse  Domestic partner  Devisee  Heir  Creditor  Other _____________ 3. Petitioner asks the Court (Check applicable sections.):  To make a determination of the testacy status of the Decedent. (§ 3-1001 only) 2 (Attach p roposed order.)  To compel the Personal Representative to file an account with the Court. (Attach reasons why order is sought.)  To consider and approve the account of the Personal Representative. (Attach account.)  To construe the Will or a portion thereof. (Attach, as exhibit, provisions of Will which Petitioner wants construed and construction sought by Petitioner.)  To determine the heirs of the D ecedent. (Attach names of persons Petitioner believes to be heirs.)  To determine the persons or entities entitled to distribution and the amounts to be distributed. (Petitioner should attach schedule showing proposed distribution.)  To order final settlement and distribution of Estate.  To discharge the Personal Representative from further claims or demands of interested persons and to close administration of the Estate.  Other: 3 Dated __________________________ _________________________________________ Petitioner or Attorney for Petitioner 4 DE-601 (Rev. 07/01/19) Page 2 of 2 Attorney for Petitioner, if any: Name Address Address Phone Number Maine Bar Number Email Address 1 18 -C M.R.S. § 1-201(26) 2 18-C M.R.S. § 3-1002. 3 For example, See Title 18-C M.R.S. § 3-1001(2). 4 See Rule 11 MARP

Petition for Order of Complete Settlement

DE-602 (Rev. 07/01/19) Page 1 of 2 STATE OF MAINE _____________________COUNTY PROBATE COURT DOCKET NO. Estate of ____________________________________ SWORN STATEMENT OF PERSONAL Decedent REPRESENTATIVE CLOSING ESTATE UNDER 18-C M.R.S. §3-1003 I, __________________________________________________________, the undersigned, verify as Personal Representative of this Estate or successor thereof, the following to be true to the best of my knowledge: 1. Six (6) months have expired since the date of original appointment of a personal representative and nine (9) months have passed since the Decedent’s date of death; 2. The time limit for the presentation of creditors’ claims has expired; 3. I further verify that I have: [Check (a), (b), or both]  (a) Fully administered the Estate of the Decedent by providing for the Homestead Allowance, Exempt Property and Family Allowance; by making payment, settlement or other disposition of all claims that were presented; by paying the expenses of administration and estate, inheritance and other death taxes, except as specified in this statement, and that the assets of the Estate have been distributed to the persons entitled thereto;  (b) Made the following provisions as permitted by 18-C M.R.S. §3-1003(1)(B): 4. Sent a copy of this statement to all distributees of the Estate and to all creditors or other claimants of whom I am aware whose claims are neither paid nor barred. DE-602 (Rev. 07/01/19) Page 2 of 2 5. Furnished a full account in writing of the Estate’s administration to the distributees whose interests are affected thereby. Dated: ______________________________________ _______________________________________ Personal Representative STATE OF MAINE ________________________ COUNTY DATED: Personally appeared the above-named _____________________________ who affirmed, under the penalty of perjury, that the facts in the foregoing statement are true and acknowledged that the person’s signature thereon is genuine and that the person executed as the person’s free act and deed. Notary Public/Register of Probate/Attorney at Law Typed or printed name of officer taking oath NOTICE TO RECIPIENTS If no proceedings involving the Personal Representative are pending in the Court one year after this statement is filed, the appointment of the Personal Representative terminates. MARP

Sworn Statement

DE-60 3 (Rev. 07/01/19) Page 1 of 2 STATE OF MAINE _____________________COUNTY PROBATE COURT DOCKET NO. Estate of ____________________________________ CLOSING STATEMENT OF SMALL Decedent ESTATE UNDER 18-C M.R.S. §3-1204 1. Full legal name and address of Personal Representative: 2. Name and address of all distributees, and of all creditors or other claimants of whom the Personal Representative is aware whose claims are neither paid nor barred (attach additional sheets, if necessary): Name Address Interest in Estate DE-60 3 (Rev. 07/01/19) Page 2 of 2 3. To the best of the knowledge and belief of the undersigned, the value of this entire Estate, less liens and encumbrances, did not exceed homestead allowance, exempt property, family allowance, costs and expenses of administration, reasonable funeral expenses, and reasonable, necessary medical and hospital expenses of the last illness of the Decedent. 4. The undersigned has fully administered the Estate by disbursing and distributing it to the persons entitled thereto and has furnished a full account in writing of his administration to the distributees whose interests are affected. 5. The undersigned has sent a copy of this statement to each person listed in paragraph 2. Dated: ______________________________________ ____________________________________ Personal Representative STATE OF MAINE ________________________ COUNTY DATED: Personally appeared this day the above-named ____________________________________ and affirmed under penalty of perjury that the individual is the Personal Representative of this Estate, or is an officer authorized to act for a corporate Personal Representative, and that the facts set forth in the foregoing statement and attached account are true and accurate to the best of the individual’s knowledge and belief. _____________________________________________ Notary Public/Register of Probate/Attorney at Law _____________________________________________ Typed or printed name of officer taking oath NOTICE TO RECIPIENTS If no proceedings involving the Personal Representative are pending in the Court one (1) year after this statement is filed, the appointment of the Personal Representative terminates. MARP

Closing Statement for Small Estate

DE-60 5 (Rev. 07/01/19) Page 1 of 2 STATE OF MAINE _____________________COUNTY PROBATE COURT DOCKET NO. Estate of ____________________________________ VERIFIED APPLICATION FOR Decedent CERTIFICATE OF DISCHARGE 1 I, _____________________________________________________________________ state that I am the Personal Representative or ________________________________________________ of the foregoing Estate. The Sworn Statement (DE-602) closing the Estate was filed on __________________________________; or the Estate was formally closed by a Court order dated___________________________________________ . The Personal Representative’s appointment in this Estate terminated on ________________________. 2 To my knowledge, no action concerning this Estate is pending in any court. WHEREFORE, I request that the Register of Probate deliver to me a Certificate of Discharge which states that the Personal Representative appears to have fully administered this Estate. Dated: ______________________________________ ____________________________________ Applicant STATE OF MAINE ________________________ COUNTY DATED: Personally appeared this day the above-named ____________________________________ and affirmed under penalty of perjury that the individual was the ___________________________________of this Estate, and that the facts set forth in the foregoing application are true and accurate to the best of the individual’s knowledge and belief. ___________________________________________ Notary Public/Register of Probate/Attorney at Law ___________________________________________ Typed or printed name of officer taking oath ____________________________________ 1 18 -C M.R.S. § 3-1007. 2 18 -C M.R.S. §§ 3-608 to 3-612. MARP DE-60 5 (Rev. 07/01/19) Page 2 of 2 STATE OF MAINE _____________________COUNTY PROBATE COURT DOCKET NO. CERTIFICATE The Personal Representative appears to have fully administered the Estate and the Applicant is entitled to receive this certificate which evidences discharge of any lien on any property given to secure the obligation of the Personal Representative in lieu of bond or any surety. Dated: _________________________ ____________________________________ Register of Probate Note: This certificate does not provide for release of a bond. 18-C M.R.S. §§ 3-603, 3- 604 and 3- 1007, distinguish between a bond and property pledged as security. For release of a bond, the Personal Representative or other appropriate party may seek a formal Order of Complete Settlement, may rely on statutory limitation or may seek a special court order.

Verified Application for Certificate of Discharge

MAINE JUDICI AL BRANCH ADA Notice: The Maine Judicial Branch complies with the Americans with Disabilities Act (ADA). If you need a reasonable accommodation contact the Court Access Coordinator, accessibility@courts.maine.gov, or a court clerk. Language Services: For language assistance and interpreters, contact a court clerk or interpreters@courts.maine.gov. Page 1 of 3 www.courts.maine.gov FM-002, Rev. 07/20 Family and Probate Matter Summary Sheet FAMILY AND PROBATE MATTER SUMMARY SHEET This form is used for entering basic information about the case and the parties into court records. You must complete and file this form with the Clerk when you file your Complaint or Motion. PLEASE NOTE: You are not required to give a copy of this form to the other party. COURT LOCATION (where you are filing this action): TYPE OF ACTION (select one): Divorce – real estate involved Divorce – no real estate Parental Rights & Responsibilities (unmarried parents) Parentage (determining parents of a child) Judicial Separation Annulment Adoption of a minor Guardianship of a minor Name change of a minor Registration of foreign judgment or order Other family matter TYPE OF FILING (select one): Original proceeding Case transferred from probate court. Original docket number: Post-Judgment Motion: Original docket number: to Modify to Enforce for Contempt to Terminate Parental Rights Other: Plaintiff/Petitioner Information: (Person starting the action or if post-judgment, name of person who was the plaintiff or petitioner in the original case.) Name: First Middle Last Maiden Mailing Address: City State Zip Physical Address: City State Zip Gender: Date of Birth (mm/dd/yyyy): SS Number Disclosure Required on separate form Home Telephone: Work Telephone: Email: Attorney’s Name: Bar ID#: Plaintiff/Petitioner I nformation: (A second plaintiff or petitioner, or person starting the case, if applicable.) Name: First Middle Last Maiden Mailing Address: City State Zip Physical Address: City State Zip Gender: Date of Birth (mm/dd/yyyy): SS Number Disclosure Required on separate form CONTAINS NONPUBLIC DIGITAL INFORMATION MAINE JUDICIAL BRANCH ADA Notice: The Maine Judicial Branch complies with the Americans with Disabilities Act (ADA). If you need a reasonable accommodation contact the Court Access Coordinator, accessibility@courts.maine.gov, or a court clerk. Language Services: For language assistance and interpreters, contact a court clerk or interpreters@courts.maine.gov. FM-002, Rev. 07/20 Page 2 of 3 www.courts.maine.gov Family Matter Summary Sheet Home Telephone: Work Telephone: Email: Attorney’s Name: Bar ID#: Defendant/Respondent Information: (Person being served or if post-judgment, name of person who was the defendant or respondent in the original case.) Name: First Middle Last Maiden Mailing Address: City State Zip Physical Address: City State Zip Gender: Date of Birth (mm/dd/yyyy): SS Number Disclosure Required on separate form Home Telephone: Work Telephone: Email: Attorney’s Name: Bar ID#: Defendant/Respondent Information: (A second defendant or respondent, or person being served, if applicable.) Name: First Middle Last Maiden Mailing Address: City State Zip Physical Address: City State Zip Gender: Date of Birth (mm/dd/yyyy): SS Number Disclosure Required on separate form Home Telephone: Work Telephone: Email: Attorney’s Name: Bar ID#: Other Party Information: (if applicable): Name: First Middle Last Maiden Mailing Address: City State Zip Physical Address: City State Zip Gender: Date of Birth (mm/dd/yyyy): SS Number Disclosure Required on separate form Home Telephone: Work Telephone: Email: Attorney’s Name: Bar ID#: CONTAINS NONPUBLIC DIGITAL INFORMATION MAINE JUDICIAL BRANCH ADA Notice: The Maine Judicial Branch complies with the Americans with Disabilities Act (ADA). If you need a reasonable accommodation contact the Court Access Coordinator, accessibility@courts.maine.gov, or a court clerk. Language Services: For language assistance and interpreters, contact a court clerk or interpreters@courts.maine.gov. FM-002, Rev. 07/20 Page 3 of 3 www.courts.maine.gov Family Matter Summary Sheet Minor Children (of above parties): Full name Date of Birth (mm/dd/yyyy) Gender SS Number Disclosure Required SS Number Disclosure Required SS Number Disclosure Required SS Number Disclosure Required SS Number Disclosure Required SS Number Disclosure Required Parentage Issues (if any): The child(ren) do not have any other acknowledged, adjudicated, intended, de facto, or presumed parents. OR The child(ren) have an acknowledged, adjudicated, intended, de facto, or presumed parent. (You must complete a separate summary sheet for every additional parent that your child has, and all parents must be served with a copy of the Complaint and made a party to your action.) Date (mm/dd/yyyy):  Signature of party party’s attorney CONTAINS NONPUBLIC DIGITAL INFORMATION

Family and Probate Matter Summary Sheet

MAINE JUDICIAL BRANCH ADA Notice: The Maine Judicial Branch complies with the Americans with Disabilities Act (ADA). If you need a reasonable accommodation contact the Court Access Coordinator, accessibility@courts.maine.gov, or a court clerk. Language Services: For language assistance and interpreters, contact a court clerk or interpreters@courts.maine.gov. FM-PB-009, Rev. 02/20 Page 1 of 2 www.courts.maine.gov Affidavit Plaintiff DISTRICT COURT Location (Town): V. Docket No.: Defendant OR IN RE: AFFIDAVIT I, __________________________________________________ (name), state the following facts, which are true to the best of my knowledge and belief: ( Please attach an additional page if necessary.) MAINE JUDICIAL BRANCH ADA Notice: The Maine Judicial Branch complies with the Americans with Disabilities Act (ADA). If you need a reasonable accommodation contact the Court Access Coordinator, accessibility@courts.maine.gov, or a court clerk. Language Services: For language assistance and interpreters, contact a court clerk or interpreters@courts.maine.gov. FM-PB-009, Rev. 02/20 Page 2 of 2 www.courts.maine.gov Affidavit I swear under penalty of perjury that the above statements are true and correct. I understand that these statements are made for use as evidence in court and that I am subject to prosecution for perjury punishable by up to 5 years in prison and a fine of up to $5,000 if I give false information to the court. Date (mm/dd/yyyy): ► Affiant Signature STATE OF MAINE _______________________ COUNTY Personally appeared the above named, ________________________________________ and made oath that the foregoing statements are true under penalty of perjury. Before me, Date (mm/dd/yyyy): ► Attorney at Law Notary Public Register Clerk

Affidavit

N-105 (Rev. 07/01/19) Page 1 of 1 STATE OF MAINE COUNTY PROBATE COURT DOCKET NO. Estate of DEMAND FOR NOTICE 1 Decedent or Individual Subject to Guardianship or Conservatorship of (Residence of Decedent at time of death or of individual subject to guardianship or conservatorship) (Date of death of Decedent. or date of appointment of Guardian or Conservator and Court where appointment was made.) Name, address and telephone number of person making demand: I hereby demand notice of every filing, notice or order relating to the above estate made after the date of this Demand for Notice. I am interested in this estate as:  1. Heir  6. Beneficiary of trust  2. Devisee  7. Person with priority for appointment as Personal Representative  3. Child  8. Fiduciary representing interested party  4. Spouse  9. Other: ____________________________________________.  5. Creditor Please send a copy of (Check if desired):  the docket sheet.  all findings made and orders entered to date in this proceeding. I understand that I will be billed for every copy I receive. I hereby agree to pay the amount billed. Name, bar number, address and telephone number of attorney for person making demand, if any. 2 Date: , . Person Making Demand or his Attorney Note: The register will forward a copy to any personal representative, guardian or conservator who has been appointed. Copies of the docket and previous filings will be charged at court rates. 1 See 18-C M.R.S. §§ 3-204 and Rule 4D(a). 2 If an attorney’s address appears, notices will be forwarded to the attorney unless other instructions are filed with the Court. MARP

Demand for Notice

N-106 (Rev. 07/01/19) Page 1 of 1 STATE OF MAINE _____________________COUNTY PROBATE COURT DOCKET NO. _________ _________________________ Plaintiff NOTICE OF vs. REMOVAL _________ _________________________ Defendant Name of removing party: Check one: 1. The undersigned hereby exercises his right to remove this proceeding to Superior Court in this county. 1 2. The undersigned hereby removes this proceeding to the Superior Court in County pursuant to the attached order of said court. 2 T he register shall file in the Superior Court a copy of the original papers and exhibits and transcript, if any, in the proceeding, together with a certified copy of all docket entries under the master docket number for the estate, guardianship or trust under which this proceeding is docketed. Date Removing Party or Attorney N ame, bar number, address and telephone number of attorney for removing party, if any. N ote on fees: Fees for all required copies at the statutory rate and check or money order payable to the clerk of courts of this county in the amount of the entry fee for a civil action must accompany this notice. 3 FO R REGISTER OF PROBATE ONLY A. Fees for copies in the amount of $ were received. B. All papers and entry fee were forwarded on. Date Register of Probate 1 See 4 M.R.S. § 253, 18-C M.R.S.§ 1-306(b) and Rule 71A(a) and (b). 2 See Rule 71A(e). 3 See 18-C M.R.S. § 1-602 and 4 M.R.S. § 555. M ARP

Notice of Removal

N-107 (Rev. 07/01/19) Page 1 of 1 STATE OF MAINE _________________COUNTY PROBATE COURT DOCKET NO. In Re: WAIVER OF NOTICE 1 (Decedent, Minor or Respondent) I, (Type or Print Name) of , (Mailing Address) am above the age of 18 years and am not under any legal disability which would prevent my execution of this waiver. I am aware that I have or may have an interest in a proceeding to which this waiver relates and that I may have a legal right to participate in hearings relating to this matter and to have notice of all such hearings, as well as all relevant filings and orders given to me. (Check General or Limited Waiver. IF NEITHER IS CHECKED, THIS IS A GENERAL WAIVER.) □General waiver: I hereby revoke any previous demand for notice I may have filed and waive all rights to further notice of any proceedings, hearings, filings, orders or any other matters related to this estate until I may revoke this waiver in a writing filed with the court. I do not, by this waiver, waive any right I may have to receive any benefit from this matter t o which I may be, by law, entitled. □Limited waiver: Without revoking any previous demand for notice I may have filed I waive my rights to notice with respect to the following proceedings only: Date , . Person Waiving Notice or his Attorney Name, bar number, address and telephone number of attorney, if any, for person waiving notice. 1 See 18-C M.R.S. § 1-402 and Rule 4D. MARP

Waiver of Notice

N-108 (Rev. 07/01/19) Page 1 of 1 STATE OF MAINE ____________________ COUNTY PROBATE COURT DOCKET NO.___________________________ Estate of ____________________________________________ WAIVER OF NOTICE ON Decedent, Minor, or Individual Subject to BEHALF OF MINOR OR Guardianship/Conservatorship INDIVIDUAL SUBJECT TO GUARDIANSHIP AND/OR CONSERVATORSHIP 1 I, ______________________________________________________________________________________________ (Type or Print Name) of ______________________________________________________________________________________________ (Mail Address) am (check one):  a parent with custody  guardian  conservator  guardian ad litem of ___________________________________________________________________(name of minor or individual subject to guardianship/conservatorship), who is (check one):  a minor and my natural or adopted child  a minor and my ward by court order described below  an individual subject to guardianship/conservatorship by Court order described below  other: ________________________________________________________________ (Insert here the name of court, nature of order and date of its entry, if appointment was made by a court. If by Last Will and Testament, explain.) On behalf of the minor or individual subject to guardianship/conservatorship, whose interest I am legally required to protect, I hereby revoke any previous demand for notice which may have been filed by the individual or on the individual’s behalf and waive notice of all hearings, filings, orders and other proceedings relating to the foregoing matter until I may revoke this waiver by a writing filed with the Court. I do not, by this waiver, waive any right the minor or individual subject to guardianship and/or conservatorship, whose interest I represent, may have to any benefit from this matter to which the individual may be, by law, entitled. Date __________________________________ ________________________________________________ Person Waiving Notice or his Attorney Name, address and telephone number of attorney, if any, for fiduciary waiving notice. 1 See 18-C M.R.S. § 1-402 and Rule 4D(b). MARP

Waiver of Notice on Behalf of Minor or Individual Subject to GC

N-112 (Rev. 07/01/19) Page 1 of 1 STATE OF MAINE COUNTY PROBATE COURT DOCKET NO. In Re: NOTICE OF INTENT TO REGISTER 1 Individual Subject to Guardianship or Conservatorship  GUARDIANSHIP  CONSERVATORSHIP 1. Name, address and phone number of Guardian(s)/Conservator(s): 2 Name and address of individual subject to guardianship/conservatorship: 3. Name of appointing Court: Address of appointing Court I/We, , was/were duly appointed  G uardian(s) and/or  Conservator(s) of Individual Subject to Guardianship/Conservatorship on . (date of appointment) I/We hereby give notice of intent to register the Order of Guardianship/Conservatorship in the State of Maine pursuant to the Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act, 18-C M.R.S. § 5-125, by filing a certified copy of the Order of Guardianship/ Conservatorship, a certified copy of the current Letters of Authority and a certified copy of this Notice of Intent to Register in the Maine Probate Court of County, Maine. I/We request that you certify this Notice of Intent to Register: Dated: Certification: Guardian(s)/Conservator(s) Certified a true copy on: Register of Probate 1 18-C M.R.S. § 5-125. MARP

Notice of Intent to Register Guardianship or Conservatorship

N-11 5 (Rev. 07/01/19) Page 1 of 1 STATE OF MAINE COUNTY PROBATE COURT DOCKET Estate of _________________________________ NOTICE OF APPOINTMENT (Decedent) OF PERSONAL REPRESENTATIVE TO HEIRS, DEVISEES AND OTHER INTERESTED PARTIES 1 TO ( insert name and address): _________________________________________________________was appointed Personal Representative of this Estate on__________________________________________. The address of the Personal Representative is ______________________________________________. I am sending similar notices to all heirs, devisees, and other persons entitled to notice by law. The estate is being administered by the Personal Representative under the Maine Probate Code without supervision by the Court. However, you are entitled to information regarding the administration from the Personal Representative and may petition the Court in any matter relating to the Estate, including the distribution of assets and expenses of administration. Check (a) or (b)  ( a) A  personal  corporate (check one) surety bond in the amount of ________________________ is on file.  (b) No bond has been required or filed. Copies of papers relating to this Estate are on file with the Probate Court for _______________ County at __________________________________________________, Maine. (street or mailing address) According to my records you are interested in this estate in the following capacity or capacities:  1. Heir  5. Creditor  2. Devisee  6. Beneficiary of trust  3. Child of decedent  7. Person with priority for appointment as personal representative  4. Spouse of decedent  8. Fiduciary representing interested person  9. Other (Explain) The Personal Representative is required by law to inventory this Estate, to pay its just debts, and to make proper distribution of its assets. You have no duty to answer or appear in court in order to receive any inheritance or devise to which you are entitled, but any information you have concerning names and addresses of heirs, devisees or creditors of the decedent may assist me in performing my duties. I must prepare the inventory of decedent’s property within three months of my appointment or the appointment of the institution I represent. If you request a copy of this inventory, I will furnish one to you. See 18-C M.R.S. § 3-706. Dated ____________________________ Personal Representative or an officer of or Attorney for the Personal Representative Attorney’s Maine Bar Registration Number _______ 1 This form or another notice conforming to 18-C M.R.S. § 3-705 shall be delivered to all heirs and devisees, including devisees in purported wills not probated, or sent to them by ordinary mail by each personal representative within thirty days of his appointment. It is a good idea to keep a list of all persons to whom notice was sent, their addresses and date of mailing and to note any difficulties with delivery. MARP

Notice Re Appointment of PR to Heirs, Devisees

N-116 (Rev. 09/01/19) Page 1 of 2 STATE OF MAINE _____________ ________COUNTY PROBATE COURT DOCKET NO. __________________ Estate of Decedent Domicile of Decedent Domicile (Cont.) NOTICE OF APPOINTMENT OF DOMICILIARY FOREIGN PERSONAL REPRESENTATIVE 1 The undersigned, whose name and address are: was duly appointed Personal Representative of the Estate of: Name and domicile of decedent by Decedent (cont.) on Name and address of court making appointment Court (cont.) Date Date of Death of the Decedent: I, as foreign Personal Representative, hereby certify that to the best of my knowledge and belief: 1.Real property belonging to the decedent is located in (list each county and municipality); 2.No local personal representative has been appointed, and no local administration, application or petition is pending in this state. 3.An a uthenticated copy of my appointment, which has not been modified or revoked by the appointing Court, is attached; 4.A certificate, dated within sixty (60) days of submitting this form, proving current authority, is attached; 5.Check one: 2 I was not required to give any bond; or An authenticated copy of the bond filed in the appointing Court is attached. Wheref ore, I request that this Court accept and file this notice of appointment, and hereby submit personally to the jurisdiction of this court. _________________________________________ Domiciliary Foreign Personal Representative Dated: _________________________ N-116 (Rev. 09/01/19) Page 2 of 2 Maine-Based Attorney for Personal Representative, if any Name Address Address Phone Number Maine Bar Number ___________________________ 1 See 18-C M.R.S. § 4-201 et seq. 2 See 18-C M.R.S. § 4-204 MARP In the case of multiple Personal Representatives, submit an N-116 for each appointee.

Notice of Appt. of Domiciliary Foreign PR (Rev. 9-12-19)

N-11 7 (Rev. 02/20/2020) Page 1 of 1 STATE OF MAINE COUNTY PROBATE COURT DOCKET In Re: _________________________________ NOTICE OF APPOINTMENT 1 Individual Subject to Guardianship/Conservatorship TO (insert name and address): ________________________________________________was appointed (check one only) Guardian,  Conservator, or  Guardian and Conservator of the above-referenced Individual on_______________________________. Enclosed with this Notice is a copy of the Appointment Order. The i ndividual subject to g uardianship, the guardian for the individual, or a person interested in the welfare of the individual may petition for termination or modification of the guardianship pursuant to the procedure provided under 18-C M.R.S. § 5-319. The i ndividual subject to conservatorship, the conservator for the individual, or a person interested in the welfare of the individual may petition for termination or modification of the conservatorship pursuant to the procedure provided under 18-C M.R.S. § 5-431. Dated ____________________________ Guardian/Conservator/Guardian and Conservator Address: 1 This form or another notice conforming to 18-C M.R.S. §§ 5-311 and/or 5-411 shall be delivered to the individual subject to guardianship/conservatorship and to all other persons given notice under §§ 5-303 and/or 5-403, along with a copy of the order of appointment, within 14 days after the appointment. You should k eep a list of all persons to whom notice was sent, their addresses and date of mailing and note any difficulties with delivery. MARP

Notice of Appointment of GC (Rev. 2-20-20)

N-118 (Rev. 09/28/2020) Page 1 of 2 STATE OF MAINE COUNTY PROBATE COURT DOCKET NO. _______________ In Re: NOTICE OF: Adult subject to guardianship and/or Individual subject to conservatorship ☐ Appointment of Guardian: An Order of Appointment of Guardian (Adult) was entered by the __________ __ C ounty Probate Court on _______________ appointing ________________________________ as Guardian for ____________________(Individual subject to guardianship). You have the right to request termination or modification of this Order. 1 ☐ Appointment of Conservator: An Order of Appointment of Conservator (Adult) was entered by the ____________ County Probate Court on _______________ appointing ________________________________ as Conservator for ____________________(Individual subject to conservatorship). You have the right to request termination or modification of this Order. 2 ☐ Change in permanent place of dwelling: ___________________________ (Adult subject to guardianship) will be moved to _____________________________________________________ (address). The nature of this dwelling i s ________________________________________. The reason for this change is __________________________ _____________________________________________________________________________________________. You have the right to object to this move within 14 days. 3 ☐ Change in dwelling: __________________________(Adult subject to guardianship) has been moved t o ______________________________________(address). The nature of this dwelling is ______________________ ____ _____________________. _____________________________☐was ☐ was not given advance notice of a change in dwelling and they ☐ did ☐ did not object to the change. 4 ☐ Sale of or surrender of the lease to the primary dwelling: The primary dwelling of _______________________ _ ( adult subject to guardianship) will be sold on __________________ (date) or the lease will be surrendered on ____ _________________ (date). You have the right to object to the sale or surrender. 5 ☐ Restrictions on contact: ________________________ (person whose contact will be restricted) is not allowed to have contact with ______________________________ (Adult subject to guardianship) effective ______________ _ ____ ______________________ (date). Contact is restricted from _____________________________________ ___ ____ _________________________________________________________________________________________ _____________________________________________________________________________________________ _____________________________________________________________________________________________ ___________________________________________________________________________________________ __ ( describe restrictions). You have the right to object to these restrictions. If you object to these restrictions, you mus t c ontact the Court at ____________________________________________________________________________ 6 (address and phone number) ☐ Revised Plan: A Revised Guardianship Plan was filed on ________________________ (date). A copy of the Revised Guardianship Plan is attached. You have the right to object to this Plan within 14 days. You must file the objection with the Probate Court at ________________________________________________________(address). If no objection is filed within 30 days, the Plan will be implemented unless the Court orders otherwise. 7 ☐ Revised Plan: A Revised Guardianship Plan was approved by the Court on _____________________________. 8 N-118 (Rev. 09/28/2020) Page 2 of 2 ☐Interim/Annual Report: An ☐Interim ☐ Annual Report of Guardian has been filed. A copy of such report is attached. 9 ☐Revised Plan: A Revised Conservatorship Plan was filed on ________________________ (date). A copy of the Revised Conservatorship Plan is attached. You have the right to object to this Plan within 14 days. You must file the objection with the Probate Court at ______________________________________________________(address). If no objection is filed within 30 days, the Plan will be implemented unless the Court orders otherwise. 10 ☐Revised Plan: A Revised Conservatorship Plan was approved by the Court on __________________________. 11 ☐Inventory: An Inventory was filed on ___________________________ at _____________ County Probate Court, ______________________________________________________________________________(address). 12 ☐Conservator’s Report and Accounting: The Conservator filed a Conservator’s Report and Accounting on _____________________________ (date) at _____________ County Probate Court, _______________________ ____________________________(address). A copy of the Conservator’s Report and Accounting is attached. 13 ☐Other: _____________________________________________________________________________________________ _____________________________________________________________________________________________ _____________________________________________________________________________________________ _____________________________________________________________________________________________ Persons notified: (name and address and indicate whether notice was verbal or in writing or both) ____________________________________________________________________________________________ ____________________________________________________________________________________________ ____________________________________________________________________________________________ ____________________________________________________________________________________________ ____________________________________________________________________________________________ ____________________________________________________________________________________________ ____________________________________________________________________________________________ ____________________________________________________________________________________________ _____________________________________________________________________________________________ _____________________________________________________________________________________________ _____________________________________________________________________________________________ Dated: _____________________ __________________________________________________ ☐Guardian ☐Conservator 1 18-C § 5-311. 2 18-C § 5-412(1). 3 18-C § 5-314(5)(D). 4 18-C § 5-314(5)(C). 5 18-C § 5-314(5)(E). 6 18-C § 5-315(3)(C). 7 18-C § 5-316(2). 8 18-C § 5-316(5). 9 18-C § 5-317(3). 10 18-C § 5-419(2). 11 18-C § 5-419(4). 12 18-C § 5-420(2). 13 18-C § 5-423(4).

Notice of Guardianship Conservatorship Proceeding (Rev. 9-28-20)

CONTAIN NONPUBLIC DIGITAL INFORMATION MAINE JUDICIAL BRANCH ADA Notice: The Maine Judicial Branch complies with the Americans with Disabilities Act (ADA). If you need a reasonable accommodation contact the Court Access Coordinator, accessibility@courts.maine.gov, or a court clerk. Language Services: For language assistance and interpreters, contact a court clerk or interpreters@courts.maine.gov. PB-003, Rev. 08/20 Page 1 of 3 www.courts.maine.gov Jurisdictional Affidavit DISTRICT COURT IN RE: ______________________________ Location (Town): _____________________ Docket No.: _________________________ JURISDICTIONAL AFFIDAVIT 4 M.R.S. § 152(5-A) Pursuant to 4 M.R.S. § 152(5-A), in order for the District Court to accept a for filing a petition for guardianship, adoption, or name change concerning a minor child, there must already be a pending case in the District Court concerning custody or other parental rights concerning that child, OR a case involving the child must have already been transferred from a Probate Court. A “pending” case is a case that has been filed in a District Court, is being litigated in that court, and/or is awaiting decision by that court. In order to assist the District Court in determining whether it has jurisdiction, you must provide the following information: 1.Pe titioner’s(s’) names(s), date(s) of birth (mm/dd/yyyy), address(es), and telephone number(s): __________________________________________________________________________________________ __________________________________________________________________________________________ 2.Petitioner(s) wish/es to file a guardianship, adoption, or name change case involving the following child(ren) (provide name, date of birth (mm/dd/yyyy), and address of minor child(ren)): __________________________________________________________________________________________ __________________________________________________________________________________________ 3. Relationship of petitioner(s) to minor child: ________________________________________________ __________________________________________________________________________________________ Petitioner(s) claim/s that the District Court has jurisdiction over this case because (“X” all that are true): A. There is a case concerning the child(ren) that is currently pending before a Maine District Court. The case name is _______________________________________________________, docket number , and it is pending in the District Court. B. There is a second case concerning the child(ren) that is currently pending before a Maine District Court. The case name is ________________________________________________, docket number , and it is pending in the District Court. M inor Child CONTAIN NONPUBLIC DIGITAL INFORMATION MAINE JUDICIAL BRANCH ADA Notice: The Maine Judicial Branch complies with the Americans with Disabilities Act (ADA). If you need a reasonable accommodation contact the Court Access Coordinator, accessibility@courts.maine.gov, or a court clerk. Language Services: For language assistance and interpreters, contact a court clerk or interpreters@courts.maine.gov. PB-003, Rev. 08/20 Page 2 of 3 www.courts.maine.gov Jurisdictional Affidavit C. Although there is no pending case in the District Court, a guardianship, adoption, or name change case concerning the child was transferred from a Probate Court to the District Court. The name of that case is , its docket number is and it was transferred from Probate Court to the District Court. 4. There is is not a guardianship, adoption, or name change case concerning the minor child that is currently pending before any Maine Probate Court. 5. There is is not a judgment or order issued by the Court that currently affects the care and custody of the child(ren). A copy of that order is attached. 6. Name, date of birth (mm/dd/yyyy), address, and telephone number of all the child’s legal parents: ___________ _______________________________________________________________________________ __ ________________________________________________________________________________________ __________________________________________________________________________________________ __ ________________________________________________________________________________________ 7. Name, da te of birth (mm/dd/yyyy), address, and telephone number of child’s guardian, custodian, or anyone else with custody claims to the child: __________________________________________________________________________________________ __________________________________________________________________________________________ I understand that, if I give false information on this form, I may be subject to a determination that I am in contempt of court, and I may be sanctioned for that contempt. I swear under penalty of perjury that the above statements are true and correct. I understand that these statements are made for use as evidence in court and that I am subject to prosecution for perjury punishable by up to 5 years in prison and a fine of up to $5,000 if I give false information to the court. Date (mm/dd/yyyy): ► Petitioner Signature Date (mm/dd/yyyy): ► Petitioner Signature CONTAIN NONPUBLIC DIGITAL INFORMATION MAINE JUDICIAL BRANCH ADA Notice: The Maine Judicial Branch complies with the Americans with Disabilities Act (ADA). If you need a reasonable accommodation contact the Court Access Coordinator, accessibility@courts.maine.gov, or a court clerk. Language Services: For language assistance and interpreters, contact a court clerk or interpreters@courts.maine.gov. PB-003 , Rev. 08/20 Page 3 of 3 www.courts.maine.gov Jurisdictional Affidavit STATE OF MAINE , County Personally appeared the above-named ________________________________________ and ___________________________________________, and made oath that the foregoing statements are true under penalty of perjury. B efore me, Date (mm/dd/yyyy): ► Attorney at Law Notary Public Register Clerk

Jurisdictional Affidavit

CONTAINS NONPUBLIC DIGITAL INFORMATION MAINE JUDICIAL BRANCH ADA Notice: The Maine Judicial Branch complies with the Americans with Disabilities Act (ADA). If you need a reasonable accommodation contact the Court Access Coordinator, accessibility@courts.maine.gov, or a court clerk. Language Services: For language assistance and interpreters, contact a court clerk or interpreters@courts.maine.gov. PB-004, Rev. 09/19 Page 1 of 1 www.courts.maine.gov Social Security Number Confidential Disclosure Form 1 IN RE: _________________________ DISTRICT COURT Minor Name Location ( Town): Docket No.: SOCIAL SECURITY NUMBER CONFIDENTIAL DISCLOSURE FORM M y Social Security account number is __________________ - _________ - ______________________. Date (mm/dd/yyyy): ► Petitioner Respondent Minor’s Name Social Security Number A Protective Custody case is currently pending. Docket No.: ____________________________________ P LEASE NOTE: This form is confidential and shall not be disclosed unless ordered by the Court.

SSN Disclosure Form (AD,GS,NC)

CONTAINS NONPUBLIC D IGITAL I NFORMATION MAINE JUDICIAL BRANCH ADA Notice: The Maine Judicial Branch complies with the Americans with Disabilities Act (ADA). If you need a reasonable accommodation contact the Court Access Coordinator, accessibility@courts.maine.gov, or a court clerk. Language Services: For language assistance and interpreters, contact a court clerk or interpreters@courts.maine.gov. PB-007, Rev. 02/20 Page 1 of 5 www.courts.maine.gov Order Appointing Guardian Ad Litem (GAL) for Minor(s) IN RE: DISTRICT COURT Location (Town): Docket No.: Name(s) of Minor Children ORDER APPOINTING GUARDIAN AD LITEM (GAL) FOR MINOR(S) 18-C M.R.S. § 1-111(1) Limited-Purpose Standard Expanded 1. Pursuant to 18-C M.R.S. § 1-111(1), and subject to the conditions set forth below, the court appoints a guardian ad litem (GAL) for the following minor child(ren), whose name(s) and date(s) of birth is/are: _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ 2. The GAL’s name is: _______________________________________________________________________________ The GAL’s contact information is: ___________________________________________________________________ ____________________________________________________________________ The GAL appointed by the court and listed above is currently on the roster of qualified Maine GALs; or The GAL appointed by the court and listed above is a qualified attorney licensed to practice in Maine who is not currently listed on the GAL roster. The following findings establish good cause for appointing an unrostered GAL: the GAL has the necessary skills and experience in family or guardian matters (see M.R.G.A.L. 2(a)(1)), or other qualifications: ________________________________________________________________________ _________________________________________________________________________________________ 3. No party objects to the GAL appointment or the fee arrangements specified below; or Petitioner Respondent Other ( ____________________________ ) objects to the appointment of a GAL but, after careful consideration, the court concludes the following factors in 4 M.R.S. § 1555(1)(B) support the appointment:________________________________________________________________________________ ___________________________________________________________________________________________ _____________________________________________________________________________________and/or: Petitioner Respondent Other ( ____________________________ ) objects to the fee arrangement below but, after careful consideration, the court c oncludes the following factors in M.R.G.A.L. 4(b)(4)(C) support the fee arrangement: CONTAINS NONPUBLIC D IGITAL I NFORMATION MAINE JUDICIAL BRANCH ADA Notice: The Maine Judicial Branch complies with the Americans with Disabilities Act (ADA). If you need a reasonable accommodation contact the Court Access Coordinator, accessibility@courts.maine.gov, or a court clerk. Language Services: For language assistance and interpreters, contact a court clerk or interpreters@courts.maine.gov. PB-007, Rev. 02/20 Page 2 of 5 www.courts.maine.gov Order Appointing Guardian Ad Litem (GAL) for Minor(s) TYPE OF GAL APPOINTMENT, GAL’s INVESTIGATIVE DUTIES, AND GAL’s RESPONSIBILITY FOR WRITTEN REPORT 4. TYPE OF APPOINTMENT (choose A, B, or C) A. Limited-Purpose Appointment. i. Duties. The GAL must perform the following specific duties: The GAL shall appear at the interim hearing final hearing in this matter to testify and be available for cross-examination. ii. Other provisions of the limited appointment: ___________________________________________________ The GAL shall not perform and is not expected to perform any duties beyond those specified in this order (including responding to telephone calls, emails, and other communications from the parties) unless or until a new order is entered. B. Standard Appointment. i. Duties. The GAL shall appear at the final hearing in this matter to testify and to be available for cross- examination. Before the hearing, the GAL must perform the following specific duties: Observe the child(ren) in the home or home where the child(ren) regularly live, and for a child over age 3, conduct a face-to-face interview with the child; and Interview the petitioner, each parent, and any adult who lives in the home(s) where the child(ren) regularly live. ii. Other provisions of the standard appointment: __________________________________________________ The GAL shall not perform and is not expected to perform any duties beyond those specified in this order (including responding to telephone calls, emails, and other communications from the parties) unless or until a new order is entered. C. Expanded Appointment. i. Duties. Until this appointment ends, the GAL shall appear at all hearings in this matter to testify and to be available for cross-examination. Before the hearing, the GAL must perform the following specific duties: ________________________________________________________________________________________ ________________________________________________________________________________________ ________________________________________________________________________________________ Observe the child(ren) in the home or homes where the child(ren) regularly live, and for a child over age 3, conduct a face- to-face interview with the child; and Interview the petitioner, each parent, and any adult who lives in the home(s) where the child(ren) regularly live. Interview the following teachers and other people who know about the child(ren) or family: _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ CONTAINS NONPUBLIC D IGITAL I NFORMATION MAINE JUDICIAL BRANCH ADA Notice: The Maine Judicial Branch complies with the Americans with Disabilities Act (ADA). If you need a reasonable accommodation contact the Court Access Coordinator, accessibility@courts.maine.gov, or a court clerk. Language Services: For language assistance and interpreters, contact a court clerk or interpreters@courts.maine.gov. PB-007, Rev. 02/20 Page 3 of 5 www.courts.maine.gov Order Appointing Guardian Ad Litem (GAL) for Minor(s) Review ______________________________’s mental health medical and/or educational records. Review ______________________________’s mental health medical and/or educational records. Review ______________________________’s mental health medical and/or educational records. Review ______________________________’s mental health medical and/or educational records. Review ______________________________’s mental health medical and/or educational records. Review ______________________________’s mental health medical and/or educational records. Engage a qualified medical mental health educational provider to evaluate: ________________________________ by (mm/dd/yyyy) ______________ with the cost to be no more than $ _____________ By (mm/dd/yyyy)___________________, arrange counseling for the following child(ren): _____________________________________________________________________________________ Subpoena witnesses and documents and examine and cross-examine witnesses; Serve as a contact person between the parent(s) / petitioner(s), and the child(ren) as follows: ________________________________________________________________________________________ ________________________________________________________________________________________ Appear at mediation (in person) and/or status conference (telephonically) and/or other court-r elated event(s) listed here: _________________________________________________________ Other duties: _ _________________________________________________________________________ ________________________________________________________________________________________ ________________________________________________________________________________________ ii. Other provisions of the expanded appointment: _______________________________________________________________________________________ _______________________________________________________________________________________ The GAL shall not perform and is not expected to perform any duties beyond those specified in this order (including responding to telephone calls, emails, and other communications from the parties) unless or until a new order is entered. 5. LENGTH OF APPOINTMENT This GAL appointment ends at the end of the interim hearing final hearing upon entry of a final judgment upon further order of the court, or on (mm/dd/yyyy) ___________________. 6. WRITTEN REPORT (Choose one): The GAL is not required to submit a written report before testifying at the hearing (limited appointments only); The GAL shall provide a summary written or oral report with preliminary findings and preliminary recommendations to the parties on or before (mm/dd/yyyy)___________________; The GAL shall submit a written report to the court and to the parties 14 days before the hearing or (mm/dd/yyyy)___________________, unless the GAL has been notified that the case has settled, in which case no written report is required. If the GAL is notified by a party or the court that the case has settled before the GAL has completed the written report, the GAL may not bill the parties for any further work on the written report. CONTAINS NONPUBLIC D IGITAL I NFORMATION MAINE JUDICIAL BRANCH ADA Notice: The Maine Judicial Branch complies with the Americans with Disabilities Act (ADA). If you need a reasonable accommodation contact the Court Access Coordinator, accessibility@courts.maine.gov, or a court clerk. Language Services: For language assistance and interpreters, contact a court clerk or interpreters@courts.maine.gov. PB-007, Rev. 02/20 Page 4 of 5 www.courts.maine.gov Order Appointing Guardian Ad Litem (GAL) for Minor(s) The written report must include the results of the GAL’s investigation and the GAL’s recommendations on the following issues: 7. FEE ARRANGEMENT For all cases, the GAL shall use the standardized billing, itemization requirements, and time reporting processes established by the Family Division. If the fee is not paid in accordance with this order, the GAL shall notify the court and the parties, and the court may vacate the appointment or take such other action it deems appropriate under the circumstances. A. Fees to be paid by the court. Because the GAL’s fees are to be paid by the court, those fees will be paid pursuant to either: 1. The guidelines contained in AO-JB-05-5 (for matters in District Court); or 2. $ ________/hour for time not to exceed __________ hours without further authorization of the court (for matters in Probate Court). The GAL shall submit invoices to the court of disposition using the current court-approved voucher form. B. Fees to be paid by parties. i. The total fee the GAL may receive is as follows (choose one): Flat fee: The GAL will complete all the duties required in this appointment order until mediation is completed, for a flat fee of $__________. If the GAL is required to attend a hearing and provide a final written report, the additional flat fee will be $____________. Hourly rate with cap: The GAL may charge a total fee of no more than $ ____________, by spending no more than __________ total hours on this matter at the hourly rate of $ ___________/hour until mediation is completed. If the GAL is required to attend a hearing an provide a final written report, the GAL may charge an additional fee of no more than $ _______________. ii. The GAL’s fee shall be paid as follows: On or before (mm/dd/yyyy) _______________ , Petitioner shall pay $ _____________, Respondent shall pay $ _______________, Other ( __________________________ ) shall pay $ _____________. The responsibility for payment may be changed at the final hearing. In addition, the GAL shall submit an itemized bill to the parties on a monthly bi -weekly basis. Petitioner shall pay ________ % of each bill, Respondent shall pay _______ % of each bill, Other ( ___________________________ ) shall pay _________ % of each bill. The responsibility for payment may be changed at the final hearing. Each party shall pay the GAL within 14 35 days after receiving each bill; or Petitioner shall pay $ __________ per week month toward the GAL fees and expenses, Respondent shall pay $ ___________ per week month toward the GAL fees and expenses, Other ( ) shall pay $ ____________ per week month toward the GAL fees and expenses. The responsibility for payment may be changed at the final hearing. The final fee payments shall be made within 14 days after the filing of the written report or, if no written report is required because the case has settled, within 14 days after the court has adopted the settlement. CONTAINS NONPUBLIC D IGITAL I NFORMATION MAINE JUDICIAL BRANCH ADA Notice: The Maine Judicial Branch complies with the Americans with Disabilities Act (ADA). If you need a reasonable accommodation contact the Court Access Coordinator, accessibility@courts.maine.gov, or a court clerk. Language Services: For language assistance and interpreters, contact a court clerk or interpreters@courts.maine.gov. PB-007, Rev. 02/20 Page 5 of 5 www.courts.maine.gov Order Appointing Guardian Ad Litem (GAL) for Minor(s) C. No additional hours or fees will be authorized or approved for any type of appointment without prior court approval through and amended or new order of appointment. 8. GENERAL PROVISIONS APPLICABLE TO ALL GAL APPOINTMENTS A. The GAL shall not perform and is not expected to perform any duties beyond those specified in this order (including responding to telephone calls, emails, and other communications from the parties) unless or until an amended or new order is entered. B. The GAL has quasi-judicial immunity from liability resulting from actions undertaken pursuant to her/his appointment. C. The GAL shall make the wishes of the child(ren) known to the court if the child(ren) has/have expressed them, regardless of the recommendation of the GAL. D. Given the confidential nature of the material that may be reviewed by the GAL, all of the GAL’s reports shall be confidential and sealed after the report is submitted to the court and to the parties. Neither the information contained in the reports not the reports themselves shall be disclosed or published by the parties or the GAL or further released by the court, except to the representatives of the GAL Review Board actively investigating a complaint against a GAL, or as otherwise ordered by the court. E. The parties in this matter shall fully cooperate with the GAL’s investigation, including, but not limited to, participating in interviews, making themselves and the child(ren) available to the GAL at such reasonable times and places as he or she may request for the purposes of carrying out the duties specified in this appointment order, and signing releases permitting the GAL to access all medical, mental health, or educational records that the GAL has been ordered (above) to review. F. The GAL may advocate for special procedures to protect the child(ren) witness(es) from unnecessary psychological harm resulting from the child(ren)’s testimony, with or without the consent of the parties. 9. GENERAL PROVISIONS APPLICABLE TO ALL CASES A. The parties SHALL not try to influence or pressure the child(ren) who are involved in this litigation. No party shall tell the child(ren) how to talk with or what to say to the GAL or the court. B. If any party has serious concerns about a guardian ad litem, you may file a complaint pursuant to M.R.G.A.L. 9(d) with the Guardian ad Litem Review Board. The complaint form and directions on how to file a complaint with the Guardian ad Litem Review Board can be found at http://www.mebaroverseers.org/complaint/GAL- Complaint.html. The Clerk is directed to incorporate this Order by reference into the docket for this case, pursuant to Rule 79(a), Maine Rules of Civil Procedure. Date (mm/dd/yyyy): ► Judge, Maine District Court

Order Appointing Guardian Ad Litem (GAL) for Minor(s)

CONTAINS NONPUBLIC DIGITAL INFORMATION MAINE JUDICIAL BRANCH ADA Notice: The Maine Judicial Branch complies with the Americans with Disabilities Act (ADA). If you need a reasonable accommodation contact the Court Access Coordinator, accessibility@courts.maine.gov, or a court clerk. Language Services: For language assistance and interpreters, contact a court clerk or interpreters@courts.maine.gov PB-010, Rev. 09/20 Guardianship Case File Checklist Page 1 of 2 www.courts.maine.gov GUARDIANSHIP CASE FILE CHECKLIST *As of September 1, 2019, the courts will accept only 18-C forms (Rev. 9/19 or after) Required at the time of filing: FILING FEE $50 or CV-067/191 Application to Proceed Without Payment of Fees and Financial Affidavit FM-002 Family and Probate Matter Summary Sheet PB-004 Social Security Number Confidential Disclosure Form(s) PB-003 Jurisdictional Affidavit Petition (check one) GS-001 Petition for Appointment of Guardian of Minor IF APPLICABLE: GS-003 Motion for Appointment of Guardian of Minor on an Emergency Basis (note: GS-003 can be filed only if GS-001 is filed at the same time or beforehand.) GS-009 Petition for Modification/Termination/Removal/Resignation of Guardian(ship) GS-008 Acceptance of Appointment by Guardian of Minor Please note: At the time of filing, the petitioner(s) will receive a date for the initial court appearance on the Petition and, if applicable, a date for the hearing on the Motion for Appointment of Guardian on an Emergency Basis. Thereafter, the petitioner(s) must serve the petition, hearing date(s), and other accompanying forms on the respondent(s). If GS-003 Motion for Appointment of Guardian of a Minor on an Emergency Basis is filed with GS-001 at case filing or any time thereafter: Required after the Judge reviews the motion: If the Court makes an ex-parte a ppointment, the petitioner(s) must provide notice of the following to all respondents: GS-004 Order Appointing Guardian of Minor on an Emergency Basis GS-013 Letters of Guardianship GS-005 Notice of Appointment and Order Setting Hearing on Petition for Appointment of Guardian of Minor on Emergency Basis If the Court does not make an ex-parte appointment, the petitioner(s) must provide notice of the GS- 019 Order Setting Hearing to all respondents. Required BEFORE the hearing on the motion for emergency appointment: GS-006 Affidavit of Notice (to be reviewed by the Judge). CONTAINS NONPUBLIC DIGITAL INFORMATION MAINE JUDICIAL BRANCH ADA Notice: The Maine Judicial Branch complies with the Americans with Disabilities Act (ADA). If you need a reasonable accommodation contact the Court Access Coordinator, accessibility@courts.maine.gov, or a court clerk. Language Services: For language assistance and interpreters, contact a court clerk or interpreters@courts.maine.gov PB-010, Rev. 09/20 Guardianship Case File Checklist Page 2 of 2 www.courts.maine.gov Required to be filed BEFORE the final hearing on the petition may be held: PB-008 Summons Adoption, Guardianship, and Name Change with Proof of Service (acknowledgement, green mail card, or sheriff return of service) Proof of Service (check all that apply) Minor aged 14 or over Primary caretaker during previous 60 days Any living parent, or if none, the nearest kinship adult that can be found Any person nominated to be guardian by the minor Any appointee of a parent whose appointment has not been prevented or terminated Any guardian or conservator currently acting for the minor in this state or anywhere else GS-017 Child Support Affidavit GS-018 Child Support Worksheet

Guardianship Case File Checklist

CONTAINS NONPUBLIC DIGITAL INFORMATION MAINE JUDICIAL BRANCH ADA Notice: The Maine Judicial Branch complies with the Americans with Disabilities Act (ADA). If you need a reasonable accommodation contact the Court Access Coordinator, accessibility@courts.maine.gov, or a court c lerk. Language Services: For language assistance and interpreters, contact a court clerk or interpreters@courts.maine.gov. PB-011, Rev. 09/20 Private Party Adoption Case File Checklist Page 1 of 2 www.courts.maine.gov PRIVATE PARTY ADOPTION CASE FILE CHECKLIST *As of September 1, 2019, the courts accept only 18-C forms (Rev. 9/19 or after) Required at the time of filing: FILING FEE $65.00; or CV-067/191 Application to Proceed Without Payment of Fees and Financial Affidavit FM-002 Family and Probate Matter Summary Sheet PB-004 Social Security Number Confidential Disclosure Form PB-003 Jurisdictional Affidavit AD-001 Petition for Adoption and Change of Name AD-012 Petition to Terminate Parental Rights ( if applicable) AD-007 Confidential Statement to Accompany Petition for Adoption Certified Copy of Adoptee’s Birth Certificate or delayed birth registration Required BEFORE final hearing: PLEASE NOTE: The Petition for Adoption must always be served on parents whose rights have not been terminated or surrendered and released. PB-008 Summons Adoption, Guardianship, and Name Change with Proof of Service (acknowledgement, green mail card, or sheriff service) of applicable parties. AD-004 Consent of Person to be Adopted (applicable if adoptee is 12 years or older) AD-008 Report of Disbursements (not applicable if one of the petitioners is a blood relative to the minor) Marriage License (if applicable and not included in the Home Study) Divorce Decrees (if applicable) Home Study Background and History of the Adoptee CONTAINS NONPUBLIC DIGITAL INFORMATION MAINE JUDICIAL BRANCH ADA Notice: The Maine Judicial Branch complies with the Americans with Disabilities Act (ADA). If you need a reasonable accommodation contact the Court Access Coordinator, accessibility@courts.maine.gov, or a court c lerk. Language Services: For language assistance and interpreters, contact a court clerk or interpreters@courts.maine.gov. PB-011, Rev. 09/20 Private Party Adoption Case File Checklist Page 2 of 2 www.courts.maine.gov DHHS Family and Child Health History (Parent 1) Parent 1 refused to provide this information. DHHS Family and Child Health History (Parent 2) Parent 2 refused to provide this information. AD-005 Consent of Parent to Adoption of Parent 1 (or if Parent 1 is outside main, AD-006 Consent of Parent to Adoption, Outside Maine) and AD-009 Certificate of Counseling for Parent 1; or If Parent 1 is deceased, copy of Death Certificate If Parent 1 executed a surrender and release, AD-015 Surrender and Release to Adoption and AD-009 Certificate of Counseling for Parent 1; or Order Terminating Parental Rights of Parent 1 AD-005 Consent of Parent to Adoption of Parent 2 (or if Parent 1 is outside main, AD-006 Consent of Parent to Adoption, Outside Maine) and AD-009 Certificate of Counseling for Parent 2; or If Parent 2 is deceased, copy of Death Certificate; If Parent 2 executed a surrender and release, AD-015 Surrender and Release to Adoption and AD-009 Certificate of Counseling for Parent 2; or Order Terminating Parental Rights of Parent 2. Application and Agreement for Adoption Assistance VS-9 Certificate of Adoption, with numbers 1-62 completed (numbers 63-67 to be completed by clerk after final hearing) CJIS Fingerprint/Background Check Results PLEASE NOTE: If the court issues an adoption decree after the final hearing, the clerk will send the court order and the completed VS-9 form to the petitioning party. The petitioning party must then mail the completed VS-9 form with a $60 check or money order payable to Treasurer, State of Maine to: Department of Health and Human Services Maine Center for Disease Control and Prevention 220 Capitol Street 11 State House Station Augusta, Maine 04333-0011

Private Party Adoption Case File Checklist

CONTAINS NONPUBLIC DIGITAL INFORMATION MAINE JUDICIAL BRANCH ADA Notice: The Maine Judicial Branch complies with the Americans with Disabilities Act (ADA). If you need a reasonable accommodation contact the Court Access Coordinator, accessibility@courts.maine.gov, or a court c lerk. Language Services: For language assistance and interpreters, contact a court clerk or interpreters@courts.maine.gov. Page 1 of 1 www.courts.maine.gov PB-012, Rev. 09/20 Minor Name Change Case File Checklist MINOR NAME CHANGE CASE FILE CHECKLIST *As of September 1, 2019, the courts accept only 18-C forms (Rev. 9/19 or after) Required at the time of filing: FILING FEE $40.00; or CV-067/191 Application to Proceed Without Payment of Fees and Financial Affidavit FM-002 Family and Probate Matter Summary Sheet PB-004 Social Security Number Confidential Disclosure Form PB-003 Jurisdictional Affidavit NC-001 Petition for Adoption and Change of Name Required BEFORE final hearing: PB-008 Summons Adoption, Guardianship, and Name Change with Proof of Service (acknowledgement, green mail card, or sheriff service) of applicable parties. Certified copy of birth certificate of minor C opy of divorce judgment, and any modifications, if any Court order pertaining to custody of the minor, and any modifications, if any Death certificate of deceased custodian, if any VS-14 Legal Name Change (LNC) Request to Amend a Vital Record with parts 1, 2, and 3 completed (parts 4 and 5 to be completed by clerk after final hearing). PLEASE NOTE: If the court issues a minor name change order after the final hearing, the clerk will send the court order and the completed VS-14 form to the petitioning party. The petitioning party must then mail the completed VS-14 form with a $60 check or money order payable to Treasurer, State of Maine to: Department of Health and Human Services Maine Center for Disease Control and Prevention 220 Capitol Street 11 State House Station Augusta, Maine 04333-0011

Name Change Case File Checklist

MAINE JUDICIAL BRANCH ADA Notice: The Maine Judicial Branch complies with the Americans with Disabilities Act (ADA). If you need a reasonable accommodation contact the Court Access Coordinator, accessibility@courts.maine.gov, or a court clerk. Language Services: For language assistance and interpreters, contact a court clerk or interpreters@courts.maine.gov. Page 1 of 1 www.courts.maine.gov PB-013, Rev. 01/21 Instructions for Submission of VS-9 or VS-14 Form to Vital Records I NSTRUCTIONS FOR SUBMISSION OF VS-9 OR VS-14 FORM TO VITAL RECORDS In order to get a new birth certificate for your child, you must mail the following paperwork to Vital Statistics: The completed VS-9 (used in minor adoption cases) or VS-14 form (used in minor name change cases); A certified copy of the court judgment; and A $60 check or money order made payable to Treasurer, State of Maine. The complete mailing must be sent to the following address: Department of Health and Human Services Maine Center for Disease Control and Prevention 220 Capitol Street 11 State House Station Augusta, Maine 04333-0011

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