Minnesota Probate Form

Petition For Summary Assignment

Everything you need to know about Minnesota Form Petition For Summary Assignment, including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related MN probate forms.

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About Petition For Summary Assignment

There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.

Petition For Summary Assignment is a commonly used form within Minnesota. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

Atticus Fast Facts About Petition For Summary Assignment

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Petition For Summary Assignment:

  • This form pertains to the State of Minnesota

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 Minnesota’s Form Petition For Summary Assignment up to date, certain details can change from time-to-time with little or no communication.

How to file Form Petition For Summary Assignment

Step 1 - Download the correct Minnesota form based on the name and ID if applicable

Double check that you have both the correct form name and the correct form ID. Some Minnesota probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form Petition For Summary Assignment, take a break, and then review. Probate and estate settlement processes in MN 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 Petition For Summary Assignment online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form witnessed or notarized (if required)

Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.

Step 4 - Submit Petition For Summary Assignment to the relevant office

This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.

It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.

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

👉 Find and Contact your Local Probate Court

👉 What is a Domicile Jurisdiction?

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When Petition For Summary Assignment is due

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 Minnesota.

5 reasons you should submit this form as quickly as possible:

  1. The sooner you begin, the faster Minnesota can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.

    Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?

  2. In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.

  3. Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.

  4. It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in Minnesota. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.

  5. If a house in the State of Minnesota 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 Minnesota 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 Minnesota probate clerk or court for exact answers regarding Form Petition For Summary Assignment, and when in doubt— consult a qualified trust & estates lawyer for that area.

How to Download, Open, and Edit this form Online

Petition For Summary Assignment is one of the many probate court forms available for download through Atticus.

It may also be available through some Minnesota 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 Minnesota.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form Petition For Summary Assignment 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 Minnesota probate court office.

Petition For Summary Assignment 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 Minnesota-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

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Did you know?

  • Form Petition For Summary Assignment is a probate form in Minnesota.

  • Minnesota 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 Minnesota.

  • 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 Minnesota, especially without guidance, can take years to finish and cost upwards of $14,000.

Frequently Asked Questions about Petition For Summary Assignment

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

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!

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

The Exact Text on Form Petition For Summary Assignment

Here’s the text, verbatim, that is found on Minnesota Form Petition For Summary Assignment. You can use this to get an idea of the context of the form and what type of information is needed.

M NCLE © 2007 P800 Minn. Stat. 524.3-1203 P800 Petition for Form al Summary Assignment or Distribution … and Formal Probate of Will (…Non-Exempt Estate …Exempt Estate) STAT E OF MINNESOTA COUNTY OF ______________________ ______________________ JUDICIAL DISTRICT DISTRICT COURT PROBATE DIVISION Estate of ______________________, Decedent Court File No. ______________________ PETITION FOR FORMAL SUMMARY AS SIGNMENT OR DISTRIBUTION …AND FORMAL PROBATE OF WILL (…NON-EXEMPT ESTATE …EXEMPT ESTATE) I, ___________________________________________________________, state: 1. My address is: __________________________________________________________________________. 2. I am an interested person as defined by Minnesota law because I am: _______________________________. 3. Decedent was born on ______________________, at (city, state) __________________________________. 4. Decedent died on ______________________, at (city, state) ______________________________________. 5. Decedent’s domicile at the time of death was in __________________________________ County, State of _____________________ at (address): _______________________________________________________. 6. The names and addresses of Decedent’s spouse, children, heirs, devisees and other persons interested in this proceeding so far as known or ascertainable with reasonable diligence by the Petitioner are: Name and Mailing Address Familial Relationship AND Legal Interest (List all) Birthdate Of Minors (Attach separate schedule, if necessary) 7 .Negative Allegation Statement (see Minn. Gen. R. Prac. 409(a)): 8.All persons identified as heirs have survived the Decedent by at least 120 hours, except for: _______________________________________________________________________________________. 9 .(Check appropriate boxes): …Decedent left no surviving spouse. …Decedent left no surviving issue. …All issue of Decedent are issue of Decedent’s surviving spouse. …There are issue of the Decedent that are not issue of the surviving spouse. …There are issue of the surviving spouse who are not issue of the Decedent. MNCLE © 2007 P800 Minn. Stat. 524.3-1203 P800 Petition for Formal Summary Assignment or Distribution … and Formal Probate of Will (…Non-Exempt Estate …Exempt Estate) 10. Venue for this proceeding is in this County of the State of Minnesota because: … The Decedent was domiciled in this County at the time of death, and was the owner of property located in the State of Minnesota. or … Though not domiciled in the State of Minnesota, the Decedent was the owner of property located in this County at the time of death. 11. (Check appropriate boxes) … Testate Decedent’s Will is comprised of the following: … Last will dated ______________________. … Codicil( ) dated ______________________ … Separate writing( ) under Minn. Stat. 524.2-513 dated ______________________. … The Will refers to a separate writing but none has been found. The Will is in the possession of the Court or accompanies this Petition. … Intestate – Having conducted a reasonably diligent search, I am unaware of any testamentary instrument under Minnesota law and believe that the Decedent died leaving no will. 12 No personal representative of the Decedent has been appointed in Minnesota or elsewhere whose appointment has not been terminated. 13. … I have not received a demand for notice and am not aware of any demand for notice of any probate or appointment proceeding concerning the Decedent that may have been filed in Minnesota or elsewhere. or … Proper notice has been given to those persons who have filed a demand for notice. 14. Decedent, at the time of death, was the owner of certain property described and valued at date of death (“Property”) as follows: INSTRUCTIONS for Schedule A: 1. Use legal description. If urban property show street address. If rural property show acreage. 2. Contract for Deed: If Decedent owned the vendor’s/seller’s interest describe the land on Schedule A, value it at zero and show the remaining contract balance on Schedule B. If Decedent owned the vendee’s/buyer’s interest, describe the property on Schedule A and value it at its fair market value. MNCLE © 2007 P800 Minn. Stat. 524.3-1203 P800 Petition for Formal Summary Assignment or Distribution … and Formal Probate of Will (…Non-Exempt Estate …Exempt Estate) SCHEDULE A – Real Estate Item Number Description of Property (specify liens, if any) County Assessor's Market Value Fair Market Value 1 Homestead in the County of ______________________, Minnesota ___________________________________________ ___________________________________________ ___________________________________________ ___________________________________________ ___________________________________________ ___________________________________________ $_____________ $_____________ 2 Other Real Estate:____________________________ ___________________________________________ ___________________________________________ ___________________________________________ ___________________________________________ ___________________________________________ ___________________________________________ $_____________ $_____________ TOTAL $_____________ SCHEDULE B – Personal Property Item Number Description of Property (fully describe, specify liens, if any) Fair Market Value 1 ____________________________________________________________ $_____________ 2 ____________________________________________________________ $_____________ 3 ____________________________________________________________ $_____________ TOTAL $_____________ MNCLE © 2007 P800 Minn. Stat. 524.3-1203 P800 Petition for Formal Summary Assignment or Distribution … and Formal Probate of Will (…Non-Exempt Estate …Exempt Estate) 15. Decedent’s … spouse is … minor child or children are entitled to the following allowances provided for by Minn. Stat. 525.15: Household goods $_______________________ Wearing apparel $_______________________ Other personal property $_______________________ Automobile (see Minn. Stat. 525.15(2)) $_______________________ Maintenance at $________________ per month for _______ months $_______________________ TOTAL $________________________ 16. _______________________________________________________________ is entitled to reimbursement for the following: Expenses of Administration: Court Filing Fee $_______________________ Publication Fees $_______________________ Appraiser Fees $_______________________ Attorney Fees $_______________________ Copy & Recording Fees $_______________________ Other (Explain) $_______________________ Total $_______________________ Funeral Expenses: Funeral $_______________________ Cemetery $_______________________ Other $_______________________ Total $_______________________ Expenses of Last Illness: Hospital $_______________________ Physician $_______________________ Medicine $_______________________ Other $_______________________ Total $_______________________ Debts Having Preference Under the Laws of the United States: __________________________ $_______________________ __________________________ $_______________________ Total $_______________________ Taxes: __________________________ $_______________________ __________________________ $_______________________ Total $_______________________ Other Debts Paid: __________________________ $_______________________ __________________________ $_______________________ __________________________ $_______________________ Total $_______________________ TOTAL $__________________________ MNCLE © 2007 P800 Minn. Stat. 524.3-1203 P800 Petition for Formal Summary Assignment or Distribution … and Formal Probate of Will (…Non-Exempt Estate …Exempt Estate) 17. … Other debts of Decedent remaining unpaid in the amount of $______________________ are listed on a separate schedule attached to this Petition. or … There are no other debts of Decedent remaining unpaid. 18. There is no unsatisfied claim against Decedent’s Estate for state hospital care or medical assistance benefits described in Minn. Stat. 524.2-402(c). 19. (Check if appropriate). … There is no need for the appointment of a Personal Representative. 20. Decedent’s Estate consists solely of the Property described in this Petition. It should be summarily assigned or distributed to the persons entitled to the Property because: (check appropriate boxes) … All Property is exempt from all debts and charges. … The sum of all allowances under Paragraph 16 and reimbursements under Paragraph 17 exceed the total value of all the Property other than Decedent’s exempt homestead. … The total value of all Property, other than Decedent’s exempt homestead, is $30,000 or less and there are no unpaid debts of Decedent. WHEREFORE, I request the Court: 1. Fix a time and place for a hearing on this Petition; 2. … (Check if applicable) Enter an Order probating the Decedent’s Will; 3. Determine the amount of a bond, if any, required by Minn. Stat. 524.3-1203, subd. 4 or 5; 4. Enter its decree summarily assigning and distributing the Property to all persons entitled to the Property according to law; 5. Grant such other and further relief as may be proper. Under penalties for perjury, I declare or affirm that I have read this document and I know or believe its representations are true and complete. Dated: __________________ ________________________________________________ Petitioner Attorney for Petitioner Name ________________________________ Firm _________________________________ Street ________________________________ City, State, ZIP _________________________ Attorney License No: ____________________ Telephone: ____________________________ FAX: _________________________________ Email: ________________________________ NOTE: Before using a Summary Procedure in a NON-EXEMPT estate, review Minn. Stat. 524.3-1203. Practitioners should also consider whether procedures under Minn. Stat. 524.3-1201 would be available and preferable when the estate is exempt and under $20,000. NOTE: If formal probate of will is not desired, modify the title.

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