Everything you need to know about Montana Form Form 2.1, including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related MT 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.
Petition For Elective Share And Allowances is a commonly used form within Montana. 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 Petition For Elective Share And Allowances:
This form pertains to the State of Montana
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 Montana’s Form Form 2.1 - Petition For Elective Share And Allowances 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 Montana 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 Form 2.1, take a break, and then review. Probate and estate settlement processes in MT 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 Form 2.1 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.
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Different probate forms or processes can require different deadlines or response times for completing the appropriate form.
While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.
Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in Montana.
The sooner you begin, the faster Montana 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 Montana. 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 Montana 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 Montana 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 Montana probate clerk or court for exact answers regarding Form Form 2.1, and when in doubt— consult a qualified trust & estates lawyer for that area.
Petition For Elective Share And Allowances is one of the many probate court forms available for download through Atticus.
It may also be available through some Montana 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 Montana.
While Atticus automatically provides the latest forms, be sure to choose the correct version of Form Form 2.1 - Petition For Elective Share And Allowances 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 Montana probate court office.
Petition For Elective Share And Allowances 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 Montana-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.
Form Form 2.1 - Petition For Elective Share And Allowances is a probate form in Montana.
Montana 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 Montana.
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 Montana, 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 MT 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 Montana Form Form 2.1 - Petition For Elective Share And Allowances. You can use this to get an idea of the context of the form and what type of information is needed.
Form 2.1 PETITION FOR ELECTIVE SHARE, HOMESTEAD ALLOWANCE, EXEMPT PROPERTY AND FAMILY ALLOWANCE - PAGE - 1 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 MONTANA ___________ JUDICIAL DISTRICT COURT, ________ COUNTY IN THE MATTER OF THE ESTATE OF , Deceased. Probate No. ____________ PETITON FOR ELECTIVE SHARE, HOMESTEAD ALLOWANCE, EXEMPT PROPERTY AND FAMILY ALLOWANCE Petitioner states to the Court: 1.Petitioner, _______________________ is the surviving spouse of the decedent. 2 ____________________ died on _______________, ___, 20___, at the age of ___ years. At the time of death, the decedent was domiciled and owned property in the County of ___________, State of Montana. 3.On the _______________ day of ________________, ________, decedent, _________________, entered into a lawful marriage with Petitioner and they were married on the date of the decedent’s death and that there has been no decree of divorce or dissolution which severs the relationship of husband and wife between the decedent and Petitioner. 4.Petitioner is the surviving spouse of the decedent for purposes of all spousal allowances, exemptions and elections. 5.Petitioner has not entered into any agreements nor signed any consents waiving her rights as surviving spouse to any statutory allowances, exemptions or elections as provided by § 72-2-224, MCA (2005). Attorney Name: ____________________________ Attorney’s Law Firm:________________________ Attorney’s Address:_________________________ City, State, Zip: ____________________________ Phone Number: ____________________________ Attorneys for: ______________________________ Form 2.1 PETITION FOR ELECTIVE SHARE, HOMESTEAD ALLOWANCE, EXEMPT PROPERTY AND FAMILY ALLOWANCE - PAGE - 2 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 6.Petitioner hereby elects to take an elective share of the Estate of _______________, deceased, in accordance with § 72-2-225, MCA (2005). 7.The time limit for making an elective share has not expired. 8.Petitioner, ________________________, further elects and claims, as the surviving spouse of the decedent, the Homestead Allowance to which Petitioner is entitled under § 72-2-412, MCA (2005), which Homestead Allowance is, and shall be, in addition to any share provided by the Will of the decedent, by intestate succession or by way of elective share. 9.Petitioner, ________________________, further elects and claims, as the surviving spouse of the decedent, that Exempt Property election to which Petitioner is entitled under § 72-2-413, MCA (2005), which Exempt Property is, and shall be, in addition to any share provided by the Will of decedent, by intestate succession or by way of elective share. 10.Petitioner, ____________________________, further elects and claims, as the surviving spouse of the decedent, that Family Allowance election to which Petitioner is entitled under § 72-2-414, MCA (2005), which Family Allowance is, and shall be, in addition to any share provided by the Will of decedent, by intestate succession or by way of elective share. WHEREFORE, Petitioner respectfully prays the Court for an Order, after due notice and hearing to persons interested in the estate and to the distributees and recipients of portions of the augmented estate whose interests will be adversely affected by the taking of the elective share, the amount of the elective-share and supplemental elective share be determined and paid from the assets of the augmented estate or by contribution as appears appropriate under §72-2-227, MCA (2005), confirmation that Petitioner is entitled to the Homestead Allowance, Exempt Property and Family Allowance and directing payment of the same and for such other Order as may be proper. DATED this day of __________, 20____. __________________________________ PETITIONER Form 2.1 PETITION FOR ELECTIVE SHARE, HOMESTEAD ALLOWANCE, EXEMPT PROPERTY AND FAMILY ALLOWANCE - PAGE - 3 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 State of __________ ) : ss. County of _________ ) This instrument was acknowledged before me on the _____ day of ________________, 20___ by __________________________. (NOTARIAL SEAL) Notary Signature:______________________________ Printed Name:________________________________ Notary Public for the State of ____________________ Residing at: __________________________________ My Commission expires: __________________, 20___
View allMontana probate forms.
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