Everything you need to know about Maine Form PB-011, including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related ME probate forms.
There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.
Private Party Adoption Case File Checklist is a commonly used form within Maine. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:
Sometimes it’s tough to find a quick summary— here’s the important details you should know about Private Party Adoption Case File Checklist:
This form pertains to the State of Maine
The official Maine source for this form is here.
Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about Maine’s Form PB-011 - Private Party Adoption Case File Checklist up to date, certain details can change from time-to-time with little or no communication.
Double check that you have both the correct form name and the correct form ID. Some Maine probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.
Fill out all relevant fields in Form PB-011, take a break, and then review. Probate and estate settlement processes in ME are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!
Note: If you don’t currently know all of the answers and are accessing Form PB-011 online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).
Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.
This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.
It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.
Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?
👉 Find and Contact your Local Probate Court
👉 What is a Domicile Jurisdiction?
Different probate forms or processes can require different deadlines or response times for completing the appropriate form.
While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.
Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in Maine.
The sooner you begin, the faster Maine can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.
Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?
In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.
Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.
It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in Maine. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.
If a house in the State of Maine is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.
If you’re not using Atticus to get specific forms, deadlines, and timelines for Maine probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local Maine probate clerk or court for exact answers regarding Form PB-011, and when in doubt— consult a qualified trust & estates lawyer for that area.
Private Party Adoption Case File Checklist is one of the many probate court forms available for download through Atticus.
It may also be available through some Maine probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within Maine.
While Atticus automatically provides the latest forms, be sure to choose the correct version of Form PB-011 - Private Party Adoption Case File Checklist f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the Maine probate court office.
Private Party Adoption Case File Checklist is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any Maine-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.
Form PB-011 - Private Party Adoption Case File Checklist is a probate form in Maine.
Maine has multiple types of probate and the necessary forms depend on the unique aspects of each estate, such as type and value of assets, whether there was a valid will, who is serving as the personal representative or executor, and even whether or not they also live in Maine.
During probate, all personal representatives and executives in are required to submit a detailed inventory of assets that must separate non-probate assets from probate assets.
Probate in Maine, especially without guidance, can take years to finish and cost upwards of $14,000.
What is probate, exactly?
Probate is the government’s way of making sure that when a person dies, the right stuff goes to the right people (including the taxes the government wants).
All of that stuff is collectively known as someone’s “estate”, and it’s the job of the executor or personal representative to fill out all the forms and complete all the required steps to formally dissolve the estate.
To get instant clarity on the entire probate process and get an idea of the steps, timeline, and best practices, read the Atticus Beginner’s Guide to Probate.
Where can I get help with Probate?
The best place? Create an account in Atticus to start getting estate-specific advice.
You may need a lawyer, you may not, and paying for one when you didn’t need it really hurts. Atticus makes sure you make the best decisions (plus you can write it off as an executor expense).
We’ve also created a list of other probate services. Be sure to check it out!
What does a ME executor or personal representative have to do?
An executor is named in someone’s will, and if the deceased didn’t have a will, then the spouse or other close family relative usually steps up to fulfill the role. If no one wants to do it, then a judge will appoint someone.
The executor is responsible for the complete management of the probate process, including major responsibilities such as:
Creating an inventory of all probate assets.
Filling out all necessary forms
Paying off all estate debts and taxes
Submitting reports to the court and beneficiaries as requested
And much more. This process often stretches longer than a year.
For an idea of what separates executors who succeed from those who make this way harder than it should be, visit our article, Executors of an Estate:
What they do & secrets to succeeding.
Here’s the text, verbatim, that is found on Maine Form PB-011 - Private Party Adoption Case File Checklist. You can use this to get an idea of the context of the form and what type of information is needed.
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, firstname.lastname@example.org, or a court c lerk. Language Services: For language assistance and interpreters, contact a court clerk or email@example.com. 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&#x26;#x2019;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, firstname.lastname@example.org, or a court c lerk. Language Services: For language assistance and interpreters, contact a court clerk or email@example.com. 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