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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

Revised 09/01/2019, CN 10308 page 1 of 3 OSC as Original Process – Submitted with New Complaint Preliminary Injunctive Relief and Temporary Restraining Order Pursuant to Rule 4:52 Superior Court of New Jersey Division Part County , Docket Number Plaintiff(s) Civil Action Order to Show Cause With Temporary Restraints Pursuant to Rule 4:52 v. , Defendant(s) This matter being brought before to the court by , attorney for plaintiff, , seeking relief by way of temporary restraints pursuant to R. 4:52, based upon the facts set forth in the verified complaint filed herewith; and it appearing that the defendant has notice of this application, or defendant consent’s to plaintiff’s application, or immediate and irreparable damage will probably result before notice can be given and a hearing held, and for good cause shown. It is on this day of , 20 , ORDERED that defendant, , appear and show cause before the Superior Court at the County Courthouse in , New Jersey at o’clock in the noon or as soon thereafter as counsel can be heard, on the day of , 20 why an order should not be issued preliminarily enjoining and restraining defendant, , from: (set forth with specificity the return date relief that the plaintiff is seeking) A. B. C. D. Granting such other relief as the court deems equitable and just. And it is further ORDERED that pending the return date herein, the defendant is [temporarily] enjoined and restrained from: (set forth with specificity the temporary restraints that the plaintiff is seeking) A. B. C. Revised 09/01/2019, CN 10308 page 2 of 3 And it is further ORDERED that: 1. The defendant may move to dissolve or modify the temporary restraints herein contained on two (2) days’ notice to the . 2. A copy of this order to show cause, verified complaint, legal memorandum and any supporting affidavits or certifications submitted in support of this application be served upon the defendant personally, or within days of the date hereof, in accordance with R. 4:4-3 and R. 4:4-4, this being original process. 3. The plaintiff must file with the court his/her/its proof of service of the pleadings on the defendant no later than three (3) days before the return date. 4. Defendant shall file and serve a written response to this order to show cause and the request for entry of injunctive relief and proof of service by . The original documents must be filed with the Clerk of the Superior Court in the county listed above. A directory of these offices is available in the Civil Division Management Office in the county listed above and online at njcourts.gov/forms/10153_deptyclerklawref.pdf. You must send a copy of your opposition papers directly to Judge , whose address is , New Jersey. You must also send a copy of your opposition papers to the plaintiff’s attorney whose name and address appears above, or to the plaintiff, if no attorney is named above. A telephone call will not protect your rights; you must file your opposition and pay the required fee of $ and serve your opposition on your adversary, if you want the court to hear your opposition to the injunctive relief the plaintiff is seeking. 5. The plaintiff must file and serve any written reply to the defendant’s order to show cause opposition by . The reply papers must be filed with the Clerk of the Superior Court in the county listed above and a copy of the reply papers must be sent directly to the chambers of Judge . 6. If the defendant does not file and serve opposition to this order to show cause, the application will be decided on the papers on the return date and relief may be granted by default, provided that the plaintiff files a proof of service and a proposed form of order at least three days prior to the return date. 7. If the plaintiff has not already done so, a proposed form of order addressing the relief sought on the return date (along with a self-addressed return envelope with return address and postage) must be submitted to the court no later than three (3) days before the return date. 8. Defendant take notice that the plaintiff has filed a lawsuit against you in the Superior Court of New Jersey. The verified complaint attached to this order to show cause states the basis of the lawsuit. If you dispute this complaint, you, or your attorney, must file a written answer to the complaint and proof of service within 35 days from the date of service of this order to show cause; not counting the day you received it. Revised 09/01/2019, CN 10308 page 3 of 3 These documents must be filed with the Clerk of the Superior Court in the county listed above. A directory of these offices is available in the Civil Division Management Office in the county listed above and online at njcourts.gov/forms/10153_deptyclerklawref.pdf. Include a $ filing fee payable to the “Treasurer State of New Jersey.” You must also send a copy of your Answer to the plaintiff’s attorney whose name and address appear above, or to the plaintiff, if no attorney is named above. A telephone call will not protect your rights; you must file and serve your Answer (with the fee) or judgment may be entered against you by default. Please note: Opposition to the order to show cause is not an Answer and you must file both. Please note further: if you do not file and serve an Answer within 35 days of this Order, the Court may enter a default against you for the relief plaintiff demands. 9. If you cannot afford an attorney, you may call the Legal Services office in the county in which you live or the Legal Services of New Jersey Statewide Hotline at 1-888-LSNJ-LAW (1-888-576-5529). If you do not have an attorney and are not eligible for free legal assistance you may obtain a referral to an attorney by calling one of the Lawyer Referral Services. A directory with contact information for local Legal Services Offices and Lawyer Referral Services is available in the Civil Division Management Office in the county listed above and online at njcourts.gov/forms/10153_deptyclerklawref.pdf. 10. The court will entertain argument, but not testimony, on the return date of the order to show cause, unless the court and parties are advised to the contrary no later than days before the return date. J.S.C.

Order to Show Cause with Temporary Restraints Pursuant to Rule 4:52

Revised 07/01/2017, CN 10523-English page 1 of 2 Application for Admission to Roster of Mediators for Civil, General Equity and Probate Cases Last Name First Name Middle Initial Firm/Business Name Firm/Business Street Address (No PO Box) City State Zip code Telephone number Fax number E-mail address The following information will be used to determine eligibility: (See criteria on page 2) Highest Degree Attained Year Area of Concentration Name of Institution Professional License(s) - specify type and when obtained. Have you ever been disciplined in your profession or are disciplinary proceedings pending? (If yes, attach explanation.) Have you ever been convicted of a crime or are criminal charges pending against you? (If yes, attach explanation.) Yes No Yes No Year of Admission to Professional Practice Number of Years of Experience Bar admission year (if applicable) New Jersey Other States Cases You Mediated Within Last Year (attach additional sheet if necessary.) Case Name Docket Number Date Mediation Completed Number of Hours of Mediation Training (attach copy of certificate of completion and attach additional sheet if necessary.) Provider(s) Course Title Date(s) Hours Are You a Court, State, or Local Government Employee or a Law Enforcement Officer? (If yes, attach explanation.) Yes No The following information will be included on the roster if you are accepted: Hourly Fee (to be shared by the parties) Counties in Which You Can Accept Cases Areas of Expertise for Mediation (check all that apply.) 997 Probate 502 Book Account 513 Complex Construction 608 Toxic Tort 998 General Equity 505 Other Insurance Claim (including declaratory judgment actions) 599 Contract/Commercial Transaction 609 Defamation 005 Civil Rights 506 PIP Coverage 602 Assault and Battery 610 Auto Negligence- Property Damage 156 Environmental Coverage Litigation 508 Complex Commercial 603 Auto Negligence- Personal Injury 616 Whistleblower (CEPA) 302 Tenancy 509 Employment (other than CEPA or LAD) 604 Medical Malpractice 618 Law Against Discrimination 303 Mt. Laurel 510 UM or UIM Claim 605 Personal Injury 699 Tort Other 305 Construction 511 Action on a Negotiable Instrument 606 Product Liability 701 Actions in Lieu of Prerogative Writ 399 Real Property 512 Lemon Law* 607 Professional Malpractice * Must provide documentation that you have handled, as a practitioner, at least 15 lemon law cases in the past 5 years in order to list this case type. Descriptive Paragraph (Please provide a maximum of 650 characters about your mediation and other relevant professional experience. This information will be transferred directly to the roster if you are accepted.) I certify that the foregoing statements made by me are true, that I am in good standing in my profession, and that I will abide by program rules and guidelines. Date Signature Return this form to: Civil Practice Division, Administrative Office of the Courts, PO Box 981 Trenton, NJ 08625 or Fax to (609) 815-2938 Revised 07/01/2017, CN 10523-English page 1 of 2 Roster of Mediators for Civil, General Equity and Probate Cases Criteria for Admission Mediation Training All applicants shall have completed a minimum of 40 hours in an approved mediation course as defined under Rule 1:40-12(b)(5). Applicants to the roster who have been trained in a 40-hour out-of-state mediation training or who completed the required 40-hour New Jersey mediation training more than five years prior to their application to the roster must complete the six-hour civil supplemental mediation course as defined under Rule 1:40-12(b)(8). Mentoring All applicants shall be mentored in at least two cases in the Law Division-Civil Part or Chancery Division- General Equity or Probate Part of the Superior Court for a minimum of five hours by a Civil Roster mediator mentor who has been approved in accordance with the “Guidelines for the Civil Mediation Mentoring Program” promulgated by the Administrative Office of the Courts. The list of approved mentors and guidelines for mentoring are available on the Judiciary’s website, njcourts.com. Education/Professional Experience/Mediation Experience (as set forth under Rule 1:40-12(a)(3)) Applicants shall have: (1) at least a bachelor’s degree; (2) five years of professional experience in the field of expertise in which they will mediate; and (3) evidence of completed mediation of a minimum of two Civil, General Equity or Probate Part cases within the last year. Please submit application for eligibility review prior to starting mentoring process. Other Requirements Counties in Which Mediator Can Accept Cases Mediators are expected to provide facilities at no cost to the parties in each county listed and cannot charge for travel time or expenses during the first two hours at no cost to the parties. Annual Continuing Mediator Education Attendance at a minimum of four hours of annual continuing mediation training is required as set forth under Rule 1:40-12(b)(2).

Application for Admission to Roster of Mediators for Civil, General Equity and Probate Cases

How to Apply for Guardianship of the Person and Estate (Property) of an Individual Eligible for Services from the Division of Developmental Disabilities (DDD)

Revised 09/01/2019, CN 10704 page 1 of 2 OSC as Original Process – Summary Action Pursuant to R. 4:67-1(A) Family Part R. 5:4-3(b) Submitted with New Complaint Superior Court of New Jersey Division Part County , Docket Number Plaintiff(s) Civil Action Order to Show Cause Summary Action v. , Defendant(s) This matter being brought before to the court by , attorney for plaintiff, , seeking relief by way summary action pursuant to R. 4:67-1(a), based upon the facts set forth in the verified complaint filed herewith; and the court having determined that this matter may be commenced by order to show cause as a summary proceeding pursuant to and for good cause shown. It is on this day of , 20 , ORDERED that defendant(s), , appear and show cause on the day of , 20 , before the Superior Court at the County Courthouse in , New Jersey at o’clock in the noon or as soon thereafter as counsel can be heard, on why judgment should not be entered for: (set forth with specificity the return date relief that the plaintiff is seeking) A. B. C. D. Granting such other relief as the court deems equitable and just. And it is further ORDERED that: 1. A copy of this order to show cause, verified complaint and all supporting affidavits or certifications submitted in support of this application be served upon the defendant(s), personally, or within days of the date hereof, in accordance with R. 4:4-3 and R. 4:4-4, this being original process. 2. The plaintiff must file with the court his/her/its proof of service of the pleadings on the defendant(s) no later than three (3) days before the return date. 3. Defendant(s) shall file and serve: (select one) a written answer, an answering affidavit or a motion returnable on the return date (or Family Part appearance or response) to this order to show cause and the relief requested in the verified complaint and proof of service of the same by . The (select one) answer, answering affidavit or a motion (or Family Part appearance, response) as the case may be, must be filed with the Clerk of the Superior Court in the county listed above and a copy of the papers must be sent directly to the chambers of Judge . Revised 09/01/2019, CN 10704 page 2 of 2 4. The plaintiff must file and serve any written reply to the defendant’s order to show cause opposition by . The reply papers must be filed with the Clerk of the Superior Court in the county listed above and a copy of the reply papers must be sent directly to the chambers of Judge . 5. If the defendant(s) do/does not file and serve opposition to this order to show cause, the application will be decided on the papers on the return date and relief may be granted by default, provided that the plaintiff files a proof of service and a proposed form of order at least three days prior to the return date. 6. If the plaintiff has not already done so, a proposed form of order addressing the relief sought on the return date (along with a self-addressed return envelope with return address and postage) must be submitted to the court no later than three (3) days before the return date. 7. Defendant(s) take notice that the plaintiff has filed a (select one) lawsuit (or Family Part divorce action) against you in the Superior Court of New Jersey. The verified complaint attached to this order to show cause states the basis of the lawsuit. If you dispute this complaint, you, or your attorney, must file a (select one) written answer, an answering affidavit or a motion returnable on the return date to the order to show cause (or Family Part appearance or response) and proof of service before the return date of the order to show cause. These documents must be filed with the Clerk of the Superior Court in the county listed above. A directory of these offices is available in the Civil Division Management Office in the county listed above and online at njcourts.gov/forms/10153_deptyclerklawref.pdf. Include a $ filing fee payable to the “Treasurer State of New Jersey.” You must also send a copy of your (select one) answer, answering affidavit or motion (or Family Part appearance or response) to the plaintiff’s attorney whose name and address appear above, or to the plaintiff, if no attorney is named above. A telephone call will not protect your rights; you must file and serve your (select one) answer, answering affidavit or motion (or Family Part appearance or response) with the fee or judgment may be entered against you by default. 8. If you cannot afford an attorney, you may call the Legal Services office in the county in which you live or the Legal Services of New Jersey Statewide Hotline at 1- 888-LSNJ-LAW (1-888-576-5529). If you do not have an attorney and are not eligible for free legal assistance you may obtain a referral to an attorney by calling one of the Lawyer Referral Services. A directory with contact information for local Legal Services Offices and Lawyer Referral Services is available in the Civil Division Management Office in the county listed above and online at njcourts.gov/forms/10153_deptyclerklawref.pdf. 9. The Court will entertain argument, but not testimony, on the return date of the order to show cause, unless the court and parties are advised to the contrary no later than days before the return date. J.S.C.

Order to Show Cause Summary Action

Revised 09/01/2019, CN 10705 page 1 of 3 OTSC as Original Process – Submitted with New Complaint Preliminary Injunctive Relief Pursuant to Rule 4:52-1 – No TRO Superior Court of New Jersey Division Part County , Docket Number Plaintiff(s) Civil Action Order to Show Cause Preliminary Injunction Pursuant to Rule 4:52 v. , Defendant(s) This matter being brought before to the court by , attorney for plaintiff, , seeking relief by way preliminary injunction at the return date set forth below pursuant to R. 4:52, based upon the facts set forth in the verified complaint filed herewith and for good cause shown. It is on this day of , 20 , ORDERED that defendant(s), , appear and show cause before the Superior Court at the County Courthouse in , New Jersey at o’clock in the noon or as soon thereafter as counsel can be heard, on the day of , 20 why an order should not be issued preliminarily enjoining and restraining, , from: (Set forth with specificity the return date relief that the plaintiff is seeking) A. B. C. D. Granting such other relief as the court deems equitable and just. And it is further ORDERED that: 1. A copy of this order to show cause, verified complaint, legal memorandum and any supporting affidavits or certifications submitted in support of this application be served upon the defendant(s) personally, or within days of the date hereof, in accordance with R. 4:4-3 and R. 4:4-4, this being original process. 2. The plaintiff must file with the court his/her/its proof of service of the pleadings on the defendant no later than three (3) days before the return date. Revised 09/01/2019, CN 10705 page 2 of 3 3. Defendant(s) shall file and serve a written response to this order to show cause and the request for entry of injunctive relief and proof of service by . The original documents must be filed with the clerk of the Superior Court in the county listed above. A directory of these offices is available in the Civil Division Management Office in the county listed above and online at njcourts.gov/forms/10153_deptyclerklawref.pdf. You must send a copy of your opposition papers directly to Judge , whose address is , New Jersey. You must also send a copy of your opposition papers to the plaintiff’s attorney whose name and address appears above, or to the plaintiff, if no attorney is named above. A telephone call will not protect your rights; you must file your opposition and pay the required fee of $ and serve your opposition on your adversary, if you want the court to hear your opposition to the injunctive relief the plaintiff is seeking. 4. The plaintiff must file and serve any written reply to the defendant’s order to show cause opposition by . The reply papers must be filed with the Clerk of the Superior Court in the county listed above and a copy of the reply papers must be sent directly to the chambers of Judge . 5. If the defendant does not file and serve opposition to this order to show cause, the application will be decided on the papers on the return date and relief may be granted by default, provided that the plaintiff files a proof of service and a proposed form of order at least three days prior to the return date. 6. If the plaintiff has not already done so, a proposed form of order addressing the relief sought on the return date (along with a self-addressed return envelope with return address and postage) must be submitted to the court no later than three (3) days before the return date. 7. Defendant takes notice that the plaintiff has filed a lawsuit against you in the Superior Court of New Jersey. The verified complaint attached to this order to show cause states the basis of the lawsuit. If you dispute this complaint, you, or your attorney, must file a written answer to the complaint and proof of service within 35 days from the day of service of this order to show cause; not counting the day you received it. These documents must be filed with the Clerk of the Superior Court in the county listed above. A directory of these offices is available in the Civil Division Management Office in the county listed above and online at njcourts.gov/forms/10153_deptyclerklawref.pdf. Include a $ filing fee payable to the “Treasurer State of New Jersey.” You must also send a copy of your Answer to the plaintiff’s attorney whose name and address appear above, or to the plaintiff, if no attorney is named above. A telephone call will not protect your rights; you must file and serve your Answer (with the fee) or judgment may be entered against you by default. Please note: opposition to the order to show cause is not an Answer and you must file both. Please note further: if you do not file and serve an Answer within 35 days of this Order, the court may enter a default against you for the relief plaintiff demands. Revised 09/01/2019, CN 10705 page 3 of 3 8. If you cannot afford an attorney, you may call the Legal Services office in the county in which you live or the Legal Services of New Jersey Statewide Hotline at 1-888-LSNJ-LAW (1-888-576-5529). If you do not have an attorney and are not eligible for free legal assistance you may obtain a referral to an attorney by calling one of the Lawyer Referral Services. A directory with contact information for local Legal Services Offices and Lawyer Referral Services is available in the Civil Division Management Office in the county listed above and online at njcourts.gov/forms/10153_deptyclerklawref.pdf. 9. The court will entertain argument, but not testimony, on the return date of the order to show cause, unless the court and parties are advised to the contrary no later than days before the return date. J.S.C.

Order to Show Cause Preliminary Injunction Pursuant to Rule 4:52

Records Request Form PART A: Requestor Information NEW JERSEY JUDICIARY LAST NAME See instructions on the reverse side. FIRST NAME COMPANY ADDRESS CITYEMAIL ZIP STATE DAYTIME TELEPHONE (INCLUDE AREA CODE) US MAIL PICK UP PREFERRED DELIVERY EXT. ON SITE INSPECT PART B: Payment Information SIGNATURE DATE CASHMONEY ORDER CHECK SELECT PAYMENT METHOD FEES [as provided in N.J.S.A. 22A:2-30] Search of Index $ 10 each search Copies $ 3 per page Copies of tape, disks, microfi che or other non-paper medium $150 per medium PART C: Information Requested INDIVIDUAL CASE INFORMATIONDOCKET / INDEX INFORMATION DOCKET NUMBER CASE NAME DOCUMENTS REQUESTED LETTERS TESTAMENTARY LETTERS AD PROSEQUENDAM LETTERS OF ADMINISTRATION APPLICATION LETTERS OF GUARDIANSHIP OF A MINOR RENUNCIATION OTHER (SPECIFY) YES NO Certifi ed or Exemplifi ed Copies (extra charge) FOR RECORD REQUESTS OVER $50 TOTAL EST. COST DEPOSIT DATE ESTIMATED BALANCEDEPOSIT AMOUNT RECEIVED BY JUDICIARY USE ONLY DISPOSITION INFORMATION UNAVAILABLE DATE DENIED DATE DELIVERED DATE If request is denied or records are unavailable, explain here: Identifi cation provided for physical custody of fi le: MIDDLE INITIAL Promulgated 09/25/2007 by Directive #8-07, CN: 10964-English Page 1 of 2 SURROGATES’ JUDICIARY RECORDS INDEX FROM ________________________________________ TO ________________________________________ (PROVIDE DATES) INSTRUCTIONS FOR OBTAINING S URROGATES’ JUDICIARY RECORDS NOTE: This form should not be used to request transcripts of court proceedings. Ask court staff for information about obtaining transcripts. 1. Complete Parts A (optional), B, and C of this form, and deliver it during regular business hours to the Surrogate’s office. For mail or fax requests, first contact the Surrogate’s office. A directory of Surrogates’ offices statewide is available at njcourts.gov 2. If your request is for physical inspection of a court file or document rather than a photocopy, you will be asked to provide a government issued identification (for example, a driver’s license). If you do not provide such identification, your access to the records may be delayed until court staff is available to monitor your inspection of the records. 3. The fees for duplication of Judiciary records in printed/paper form are listed on the front of this form. Payment may be in the form prescribed by and to the payee identified by the Surrogate’s office in the county where the records are located. The $3 per page copy fee will be charged when Surrogate’s officestaff make the copy. There is no charge imposed for copies made by members of the public using their own equipment. When members of the public make copies at self-service equipment (e.g., photocopier, microfiche) available for such purpose, the actual cost of using the equipment will be charged. 4. You may be charged a 50% deposit when a request for copies is estimated to exceed $50. The record custodian will advise you of any deposit requirements. 5. The record custodian will notify you that he or she grants or denies a request for access to a Judiciary record. In most cases, access to a record stored on-site can be provided the same day. If the record is not readily available, or is stored off-site, the custodian will advise you within three business days when the record will be made available, and the estimated cost for providing the record to you. 6. You may be denied immediate access to court records if your request will substantially disrupt court operations. 7. If the Surrogate’s office is unable to comply with your request for access to a Judiciary record, the custodian will state the reasons on the request form and send you a signed and dated copy. 8. Information provided on this form may be subject to disclosure under Rules Governing the Courts of the State of New Jersey, Rule 1:38.

Surrogates' Judiciary Records Request Form

Revised 09/01/2019, CN 11215 page 1 of 3 SUPERIOR COURT OF NEW JERSEY CHANCERY DIVISION _________ COUNTY PROBATE PART [Caption: See Rule 4:83-3 for Probate Part Actions] IN THE MATTER OF Docket No.: CIVIL ACTION ORDER TO SHOW CAUSE SUMMARY ACTION THIS MATTER being brought before the Court by _____________, attorney for plaintiff, [insert the plaintiff’s name], seeking relief by way of summary action based upon the facts set forth in the verified complaint filed herewith; and the Court having determined that this matter may be commenced by order to show cause as a summary proceeding pursuant to R.4:83-1 and for good cause shown. IT IS on this _____ day of __________ , 20__ , ORDERED that the parties in interest named in paragraph __ of the verified complaint appear and show cause on the _____ day of __________, 20__ before the Superior Court, Chancery Division, Probate Part [and fill in, or leave an appropriate blank to be filled in by the Court or Surrogate, if the matter is to be heard by a specified Judge] at the __________ County Courthouse [provide the address] in ______________, New Jersey at _____ o’clock in the _____ noon, or as soon thereafter as counsel can be heard, why judgment should not be entered for: A. [Set forth with specificity the return date relief that the plaintiff is seeking.]; B. _____________________________________; C. ______________________________________; D. Granting such other relief as the court deems equitable and just. And it is further ORDERED that: 1. Any party in interest who wishes to be heard with respect to any of the relief requested in the verified complaint served with this order to show cause shall file with the Surrogate of ______________ County and serve upon the attorney for the plaintiff at the address set forth above, a written answer, an answering affidavit, a motion returnable on the date this matter is scheduled to be heard, or other response to this order to show cause and to the relief requested in the verified complaint by ________________, 20___. Filing shall be made with the Surrogate of __________ County at Revised 09/01/2019, CN 11215 page 2 of 3 [insert address of Surrogate in the County where action is being brought]. Such responding party in interest shall also file with such Surrogate by the foregoing date a proof of service upon the plaintiff. [A copy of such response shall also be filed directly with the chambers of Judge _______________ at the following address: _________________________________________.] 2. Any party in interest who fails to timely file and serve a response in the manner provided in paragraph 1 of this order to show cause shall be deemed in default, the matter may proceed to judgment without any further notice to or participation by such defaulting party in interest, and the judgment shall be binding upon such defaulting party in interest. 3. Parties in interest are hereby advised that a telephone call to the plaintiff, to the plaintiff’s attorney, to the Surrogate, or to the Court will not protect your rights; you must file and serve your answer, answering affidavit, motion or other response with the filing fee required by statute. The check or money order for the filing fee shall be made payable to the Surrogate of the County where this matter is being heard. If you cannot afford an attorney, you may call the Legal Services office in the county in which you live. A list of these offices is provided. If you do not have an attorney or are not eligible for free legal assistance through the Legal Services office (or such office does not provide services for this particular type of proceeding), you may obtain a referral to an attorney by calling one of the Lawyer Referral Services. A list of these office numbers is also provided. 4. If no party in interest timely files and serves a response to this order to show cause as provided for above, the application may be decided by the Court on or after the date this matter is scheduled to be heard, and may be decided on the papers without a hearing, provided that the plaintiff has filed a proof of service and a proposed form of judgment as required by paragraphs 7 and 9 of this order to show cause. 5. If a party in interest timely files a response as provided for above, the court may entertain argument [add if appropriate: “and may take testimony” or “but will not take testimony”] on the date this matter is scheduled to be heard. 6. The plaintiff must file and serve any written reply to the response of a party in interest by _________, 20__. The reply papers together with a proof of service must be filed with the Surrogate in the county listed above [and a copy of the reply papers must be sent directly to the chambers of Judge __________]. 7. Plaintiff shall submit to the Surrogate an original and two copies of a proposed form of judgment addressing the relief sought on the date this matter is scheduled to be heard (along with a postage-paid return envelope) no later than _____ (__) days before the date this matter is scheduled to be heard. Revised 09/01/2019, CN 11215 page 3 of 3 8. A copy of this order to show cause, the verified complaint, and [insert a description of any other filed papers, such as an accounting], and all affidavits submitted in support of this application, all of which shall be certified thereon by plaintiff’s attorney to be true copies, shall be served upon the parties in interest listed in paragraph __ of the complaint, by certified mail, return receipt requested (or by registered mail, return receipt requested with respect to any party in interest who resides outside the United States) [, and by regular mail] [or alternatively: shall be personally served upon the parties in interest listed in paragraph __ of the complaint] within __ days of the date hereof, in accordance with R. 4:67-3, R. 4:4-3 and R. 4:4-4, this order to show cause being original process. 9. The plaintiff shall file with the Surrogate of _________ County a proof of service of the documents required by paragraph 8 above to be served on the parties in interest no later than _____ (__) days before the date this matter is scheduled to be heard. 10. The Court will entertain argument, but not testimony, on the return date of the order to show cause, unless the court and parties are advised to the contrary no later than _____ days before the return date. 11. [In many proceedings in the probate part, an interested party will be a minor or incapacitated, which will require that a guardian ad litem be appointed, and/or an attorney be appointed as counsel to represent the minor or incapacitated person. See generally R.4:26-2. In such matters, it may be appropriate to add an additional paragraph or paragraphs to this order to show cause to appoint, or provide for the procedure to appoint, such counsel or guardian ad litem.] J.S.C.

Order to Show Cause Probate Part Action

MONTHLY REPORT OF PROBATE PART AND SURROGATE COURT CASES Effective July 1, 2008 ________________________County Month of _____________ , 20 ___ TO BE FORWARDED BY THE FOURTH DAY OF THE FOLLOWING MONTH TO: CIVIL PRACTICE DIVISION ADMINISTRATIVE OFFICE OF THE COURTS P. O. BOX 981, TRENTON, NEW JERSEY 08625 FAX 609-777-0844 I. SUPERIOR COURT, CHANCERY DIVISION, PROBATE PART Cases pending at beginning of month Check one - IDENTICAL to _____ DIFFERENT from _____ last month. If different, I am reporting a RECOUNT of _______ cases. Explain on a separate sheet. _____________ 2. PROBATE PART CASES FILED DURING MONTH a. Superior Court Probate/ Personal Representative Appointments b. Accountings/ Approvals c. Incapacitated Guardianship / Conservator Matters d. Estate Administration Matters e. Other Probate Part Cases TOTAL PROBATE PART CASES FILED a ____________ b ____________ c ____________ d ____________ e ____________ ____________ 3. CASES DISPOSED OF DURING MONTH BY TYPE OF DISPOSITION a. Trial b. Summary Disposition after Hearing/ Argument c. Settlement d. Rule 1:13 Dismissal e. Complementary Dispute Resolution f. Other Disposed TOTAL PROBATE PART CASES DISPOSED a ____________ b ____________ c ____________ d ____________ e ____________ f ____________ ____________ 4. PENDING PROBATE PART CASES - - AGING HISTORY AT END OF MONTH a. Under 6 months old b. 6 to 12 months old c. 12 to 18 months d. Over 18 months TOTAL PROBATE PART CASES PENDING a ____________ b ____________ c ____________ d ____________ ___________ 5. OTHER PROBATE PART MATTERS a. Motions or Petitions in Pending Probate Part Cases b. SITF Withdrawal Applications c. SITF Hearings TOTAL OTHER PROBATE PART MATTERS a ____________ b ____________ c. ___________ ____________ 6. SURROGATE’S COURT PROBATE MATTERS a. Probate of Wills and Letters Testamentary b. General Administrations c. Affidavits in Lieu of Administration d. Guardianships of Minors e. Administration Ad Prosequendum f. Testamentary Trustee/ Successor Trustee Qualification g. Other TOTAL SURROGATE’S COURT PROBATE MATTERS a ____________ b ____________ c ____________ d ____________ e ____________ f ____________ g ____________ ____________ OTHER SURROGATE’S COURT ACTIVITIES a Accounting Audits for Probate Part b SITF Withdrawal Orders c. Total SITF Checks Issued During the Month TOTAL OTHER SURROGATE’S COURT ACTIVITIES a ____________ b ____________ c ____________ ____________ Person Preparing Report__________________________ Telephone No.________________ Reviewed by (AJ /TCA/or ATCA)_________________ Signature of Surrogate or Designee _________________________________________ NOTE: IF THIS NUMBER DIFFERS FROM TOTAL OF ITEM 4, PLEASE CHECK DATA Revised 03/2008, CN 11233-English 7.

Monthly Report of Probate Part and Surrogate Court Cases - Effective July 1, 2008

Revised 03/2017, CN 11922 Guardian of the Estate Summary of Responsibilities Ask the question: Is Guardianship of the Estate Necessary? If a guardianship of the estate is needed, initially you must: • Review the Guardianship of the Estate Training materials (written guide* and video) as early as possible. • Review the Guardianship Forms materials (written guide* and video). • Determine whether you can post a surety bond, if required. • Appear for the guardianship hearing, if required. As soon as possible after the Judgment is entered, you must: • Qualify before the County Surrogate, including posting a surety bond if required. You CANNOT act as guardian until you qualify. • Obtain Letters of Guardianship and, if needed, Short Certificates. o In most cases, fees must be paid to the Surrogate for Letters and/or Short Certificates. After qualifying as guardian of the estate, you must: • Open a separate guardianship bank account. • Obtain a tax identification number for the guardianship bank account. • Retitle assets and accounts in the name of the guardianship. • Maintain records of guardianship account transactions. • Investigate and inventory the incapacitated person’s assets and liabilities. o If required by the Judgment, file an initial inventory with the court and send copies to interested parties. • Keep original papers (insurance policies, deeds) in a safe and secure location. • File periodic reports as to the estate of the protected person, if required. • Discuss decisions with the protected person, and consider their input and preferences. • If the incapacitated person’s preferences are unknown or potentially harmful, make decisions based on what you believe is in their best interest. • If a surety bond is required, continue to pay premiums to maintain the bond. • Notify the Surrogate of any changes to your address, or to the address of the incapacitated person. • Inform the Surrogate upon the death of the incapacitated person. You must NOT: • Accept gifts from the incapacitated person without specific court approval. • Give gifts from the guardianship estate, unless approved by the court. • Take payment beyond the commissions authorized by statute. • Entrust your guardianship duties to anyone else, unless authorized by statute *At this time the written guide is available in English only

Guardian of the Estate - Summary of Responsibilities

Revised 03/2017, CN 11923 Guardian of the Person Summary of Responsibilities Initially you must: • Review the Guardianship of the Person Training materials (written guide* and video) as soon as possible. • Review the Guardianship Forms materials (written guide* and video). • Appear for the guardianship hearing, if required. As soon as possible after the Judgment is entered, you must: • Qualify before the County Surrogate. You CANNOT act as guardian until you qualify. • Obtain Letters of Guardianship and, if needed, Short Certificates. o In most cases, fees must be paid to the Surrogate for Letters and/or Short Certificates. After qualifying as guardian of the person, you must: • Advocate for the independence of the incapacitated person. • Discuss decisions with the protected person, and consider their input and preferences. • If the incapacitated person’s preferences are unknown or potentially harmful, make decisions based on what you believe is in their best interest. • Arrange services for the incapacitated person’s health, education, and welfare. • Make medical decisions for the protected person, considering the following: o conditions that make treatment necessary; o incapacitated person’s preference; o risks and benefits of all alternatives; o time considerations for taking action; o less restrictive alternatives; and o additional opinions, if helpful. • Visit with the incapacitated person frequently - at least once every three months unless otherwise ordered by the court. • Provide for appropriate activities and social opportunities for the protected person. • File periodic reports as to the well-being of the incapacitated person, if required. • Inform the Surrogate of any major changes in the health or welfare of the protected person. • Notify the Surrogate of any changes to your address, or to the address of the incapacitated person. • Inform the Surrogate upon the death of the incapacitated person. You must NOT: • Take payment for your services, unless authorized in the Judgment. • Entrust your guardianship duties to anyone else, unless authorized by statute. *At this time the written guide is available in English only

Guardian of the Person - Summary of Responsibilities

Revised 03/2017, CN 11924 Guide to Guardianship Reporting Forms Summary of Guardian Responsibilities Initially you must: • Review the Guardianship Forms materials (written guide* and video). • If you are required to report, determine what report(s) must be filed and when the report(s) must be filed. • Note that you may be directed to file using Judiciary forms, including the Guardianship Inventory, Report of Well-Being, EZ Accounting, or Comprehensive Accounting, or by filing other documents, such as a copy of a Social Security Representative Payee Report or a formal accounting. (At the current time, these forms are currently available in English only.) To fulfill your duties as guardian, you must: • If ordered to file Judiciary reports, access these at: njcourts.gov (search for Guardian Reporting Forms). • Always file a Report of Guardian Cover Page. • Keep as close as possible to the reporting period set by the court’s written Judgment. • When filing the Report of Well-Being, attach a written statement of a professional who has examined the incapacitated person during the reporting period. • File the type of financial report indicated in the Judgment. o If the Judgment of Incapacity does not specify which report to file regarding the estate, file the EZ Accounting Form. • Contact the Surrogate’s Office with any questions about completing or filing the reporting forms. *At this time the written guide is available in English only

Guide to Guardianship Reporting Forms - Summary of Guardian Responsibilities

Published 12/26/2017, CN 11217 New Jersey Surrogates Atlantic County Surrogate James Curcio Atlantic County Courts Bldg. 1201 Bacharach Blvd. Atlantic City NJ 08401 Phone: (609) 343-2341 Bergen County Surrogate Michael R. Dressler Bergen County Justice Center Two Bergen County Plaza, Fifth Fl. – Suite 5000 Hackensack, NJ 07601 Phone: (201) 336-6700 Burlington County Surrogate Mary Ann O’Brien Burlington County Courts Facility 50 Rancocas Road, 1st floor Mt. Holly, NJ 08060 Phone: (609) 265-5005 Camden County Surrogate Michelle Gentek-Mayer Camden County Surrogate Office 600 Market Street Camden, NJ 08102-1249 Phone: (856) 225-7282 Cape May County Surrogate Dean Marcolongo Cape May Surrogate Office 4 Moore Road Cape May Court House, NJ 08210 Phone: (609) 463-6666 Cumberland County Surrogate Douglas M. Rainear Cumberland County Courthouse 60 West Broad St., Suite A 111 Bridgeton, NJ 08302 Phone: (856) 451-4800 Essex County Surrogate Theodore N. Stephens, II Essex County Surrogate Office 465 Dr. Martin Luther King, Jr. Blvd. Newark, NJ 07102 Phone: (973) 621-4900 Gloucester County Surrogate Helene M. Reed Gloucester County Surrogate Bldg. 17 N. Broad Street Woodbury, NJ 08096 Phone: (856) 853-3282 Hudson County Surrogate Joseph J. Ryglicki William Brennan Court House 583 Newark Avenue Jersey City, NJ 07306 Phone: (201) 795-6378 Hunterdon County Surrogate Susan J. Hoffman Hunterdon County Justice Center 65 Park Avenue Flemington, NJ 08822-2900 Phone: (908) 788-1156 Mercer County Surrogate Diane Gerofsky Mercer County Civil Courts Bldg. 175 South Broad Street, 4th Fl. – Room 420 Trenton, NJ 08650 Phone: (609) 989-6331 Middlesex County Surrogate Kevin J. Hoagland Middlesex County Administration Bldg. 75 Bayard Street P.O. Box 790 New Brunswick, NJ 08903 Phone: (732) 745-3055 Monmouth County Surrogate Rosemarie D. Peters Monmouth County Hall of Records 1 East Main Street Freehold, NJ 07728 Phone: (732) 431-7330 Morris County Surrogate John Pecoraro Administrative & Records Bldg. 10 Court Street, 5th Floor Morristown, NJ 07963-0900 Phone: (973) 285-6500 Published 12/26/2017, CN 11217 Ocean County Surrogate Jeffrey W. Moran Ocean County Courthouse 118 Washington Street P.O. Box 2919 Toms River, NJ 08754 Phone: (732) 929-2011 Passaic County Surrogate Bernice Toledo Passaic County Courthouse 77 Hamilton Street Paterson, NJ 07505 Phone: (973) 881-4760 Salem County Surrogate Nicki A. Burke Salem County Surrogate's Court 94 Market Street, 2nd Floor Salem, NJ 08079 Phone:(856) 935-7510 Somerset County Surrogate Frank G. Bruno Somerset County Surrogate's Office 20 Grove Street P.O. Box 3000 Somerville, NJ 08876 Phone: (908) 231-7003 Sussex County Surrogate Gary R. Chiusano Sussex County Surrogate's Court 3 High Street, Suite #1 Newton, NJ 07860 Phone: (973) 579-0920 Union County Surrogate James S. LaCorte Union County Courthouse 2 Broad Street, 2nd Floor Elizabeth, NJ 07207 Phone: (908) 527-4280 Warren County Surrogate Kevin O'Neill Warren County Courthouse 323 Front Street, Suite #1 Belvidere, NJ 07823 Phone: (908) 475-6223

NJ Surrogates Contact Information

Promulgated by Directive #11-21 (04/29/2021), CN 12706 Filing Attorney Information or Pro Se Litigant: Name NJ Attorney ID Number Law Firm/Agency Name Address Email Address Telephone Number Superior Court of New Jersey Chancery Division - Probate Part In the Matter of, County , Docket Number Civil Action Certification of Criminal and Civil Judgment History Name of Alleged Incapacitated Person (AIP) an Alleged Incapacitated Person I, , date of birth , hereby certify as follows: This certification is made by me in support of an application for a declaration of incapacity and appointment of guardian for (“the alleged incapacitated person”). I am seeking appointment by the court as guardian for the alleged incapacitated person. (Check one) I have never been convicted of a crime other than a traffic violation, and no civil judgments (including bankruptcy) have ever been entered against me. OR I have been convicted of a crime other than a traffic violation, and/or have criminal charges pending against me, and/or a civil judgment (including bankruptcy) has been entered against me, as listed below (use extra pages if needed). Charge/Conviction/Civil Judgment Date Location 1. 2. 3. I understand that a criminal charge/conviction or civil judgment will not automatically disqualify me from appointment as guardian of the alleged incapacitated person. Rather, the court will consider whether the charge/conviction or judgment adversely affects my ability to perform the duties and responsibilities of guardianship in the best interests of the incapacitated person or estate. The history listed above does not adversely affect my ability to perform the duties and responsibilities of guardianship in the best interests of the incapacitated person or estate because (use extra pages if needed): I hereby certify and say that the foregoing statements made by me are true to the best of my knowledge, and that I will supplement this form as may be necessary should additional information become available. I am aware that if any of the foregoing statements made by me are willfully false, I am subject to punishment. Date Signature Print Name

Adult Guardianship - Certification of Criminal and Civil Judgment History

Guidelines for Court-Appointed Attorneys in Guardianship Matters

Filing Attorney Information: Name NJ Attorney ID Number Law Firm/Agency Name Address Email Address Telephone Number Superior Court of New Jersey Chancery Division - Probate Part In the Matter of,County , Docket Number Civil Action Report of Court-Appointed Counsel for the Alleged Incapacitated Person Name of Alleged Incapacitated Person (AIP) an Alleged Incapacitated Person The following represents the report of , an attorney-at-law of the State of New Jersey, who was appointed by the court to serve as court appointed counsel for , an alleged incapacitated person (“AIP”), by way of Order Fixing Hearing Date and Appointing Attorney for Alleged Incapacitated Person dated , and in accordance with R. 4:86-4(b) and other applicable law: Information Developed by Counsel’s Inquiry 1.I obtained copies of and have reviewed the Verified Complaint, Certifications of Physician or Psychologist, Certification of Assets, Order Fixing Hearing Date and Appointing Attorney for Alleged Incapacitated Person, proposed Judgment of Incapacity and Appointment of Guardian(s) of the ☐ Person / ☐ Person and Estate, and background screening results of the proposed guardian(s). Personal Interview of the Alleged Incapacitated Person 2.I met with and personally interviewed the AIP on (date) at (location). List the names and relationships to the AIP of any other individuals present: 3.Describe the physical appearance of the AIP: 4.Describe your observation of the disability of the AIP, and compare/contrast with the content of the Certifications of Physician or Psychologist: 5.Describe the mood and affect of the AIP: 6.Describe your explanation of the role of the court-appointed attorney to the AIP, and the AIP’s response: Published 05/05/2021, CN 12789 (Report of Court-Appointed Counsel for the Alleged Incapacitated Person)page 1 of 5 7.Describe the AIP’s explanation of their daily activities: 8.Describe the AIP’s explanation of their relationships: 9.Describe the AIP’s interactions with any others present: 10.Describe other content of your interview of the AIP: 11.Describe your interactions with any other individuals present during your interview of the AIP: 12.Add additional paragraphs as necessary, setting forth any additional information developed by your personal interview of the AIP: 13.Describe the content and outcome of any follow-up interviews of the AIP: Inquiry of Persons Having Knowledge of the Alleged Incapacitated Person’s Circumstances, Physical and Mental State, and Property 14.In addition, I made inquiry of the following individuals having knowledge of the AIP’s circumstances, physical and mental state, and property. List plantiff(s), prospective guardian(s), interested parties, professionals or service providers involved in the care of the AIP’s person and property, and any others contacted: Note: click the “+” sign to repeat question #15 for each person listed in question 14. The “+” appears after clicking in the field. 15.I ☐ met with and personally interviewed / ☐ spoke with ☐ in person / ☐ by phone/video on (date). a.Describe the individual’s relationship to the AIP: b.Describe content of your inquiry related to the AIP’s circumstances, physical and mental state, and property: Note: click the “+” sign to repeat question #16 for each doctor. The “+” appears after clicking in the field. 16.I ☐ met with and personally interviewed / ☐ spoke with Dr. ☐ in person / ☐ by phone/video on (date). a.Describe the doctor’s relationship to the AIP, frequency of appointments, etc: Published 05/05/2021, CN 12789 (Report of Court-Appointed Counsel for the Alleged Incapacitated Person)page 2 of 5 b.Describe any change in the AIP’s condition or status: 17.Describe any attempts to make inquiry of additional individuals who were not available or could not otherwise be reached: 18.Add additional paragraphs as necessary, setting forth any additional information developed by your inquiry: Inquiry as to Will, Powers of Attorney, Health Care Directives, or Interests as Beneficiary of Will or Trust 19.I made reasonable inquiry to locate any will, powers of attorney, or health care directives previously executed by the AIP and to discover any interests that the AIP may have as beneficiary of a will or trust. a.Describe how such inquiry was made and the outcome of the inquiry: 20.Add additional paragraphs as necessary, setting forth any additional information developed by your inquiry: Recommendations Concerning the Court’s Determination on the Issue of Incapacity 21.The complaint and supporting certifications assert that the AIP is incapacitated due to ( describe the disability of the AIP). My interview and investigation ☐ does / ☐ does not support this conclusion because: 22.Add additional paragraphs as necessary, setting forth any additional recommendations concerning the court’s determination on the issue of incapacity: Recommendations Concerning a Case Plan 23.State whether a case plan for the AIP should thereafter be submitted to the court, and the basis for such recommendation: 24.Add additional paragraphs as necessary, setting forth any additional recommendations concerning a case plan for the AIP: Recommendations Concerning the Suitability of Less Restrictive Alternatives/Areas of Decision-making Published 05/05/2021, CN 12789 (Report of Court-Appointed Counsel for the Alleged Incapacitated Person)page 3 of 5 That the Alleged Incapacitated Person May be Capable of Exercising 25.I have specifically considered the following types of arrangement less restrictive than a plenary guardianship (check all that apply): ☐ Limited guardianship ☐ Protective arrangement per N.J.S.A. 3B:12-1 et seq. ☐ Conservatorship ☐ Durable Power of Attorney ☐ Advanced Directive for Healthcare ☐ Advanced Directive for Mental Healthcare ☐ Supported Decision-making (Complete ONE of the questions below, as appropriate) 26.I find that none of the above are appropriate because: ☐ the AIP lacks capacity in any area ☐ the AIP lacks capacity to consent to a conservatorship, durable power of attorney, or advanced directive ☐ Set forth other reasons why none are appropriate: OR 26.I find that the following option(s) should be pursued in lieu of a plenary guardianship: a.List option(s): b.Provide a delineation of those areas of decision-making that the AIP may be capable of exercising, and explain your reasoning: c.Indicate whether the matter should return to court at a scheduled time for review of the guardianship, if instituted: 27.Add additional paragraphs as necessary, setting forth any additional recommendations concerning less restrictive alternatives or decision-making rights that the AIP may retain: Dispositional Preferences Expressed by the Alleged Incapacitated Person 28.State whether the AIP has expressed dispositional preferences. If so, describe such preferences and recommend their inclusion in the Judgment of Incapacity and Appointment of Guardian(s): 29.Add additional paragraphs as necessary, setting forth any additional information concerning the AIP’s dispositional preferences: Published 05/05/2021, CN 12789 (Report of Court-Appointed Counsel for the Alleged Incapacitated Person)page 4 of 5 Recommendations Concerning Powers of Attorney, Health Care Directives, and/or Revocable Trusts 30.Set forth any recommendations concerning whether good cause exists for the court to order that any power of attorney, health care directive, or revocable trust created by the AIP be revoked: 31.Set forth any recommendations concerning whether the authority of the person or persons acting under any power of attorney, health care directive, or revocable trust created by the AIP be modified or restricted: 32.Add additional paragraphs as necessary, setting forth any additional recommendations concerning the AIP’s powers of attorney, health care directives, and/or revocable trusts, if any: I hereby certify and say that the statements made by me are true. I am aware that if any are willfully false, I am subject to punishment. s/ Dated: Attorney-at-Law of the State of New Jersey Published 05/05/2021, CN 12789 (Report of Court-Appointed Counsel for the Alleged Incapacitated Person)page 5 of 5

Adult Guardianship - Report of Court-Appointed Counsel for the Alleged Incapacitated Person

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Revisado en 03/2017, CN 11922-Spanish Revised 03/2017, CN 11922-Spanish Tutor(a) del patrimonio Resumen de responsabilidades Pregunte: ¿Es necesaria la Tutela del Patrimonio? Si la tutela del patrimonio es necesaria, inicialmente tiene que: • Repasar, lo más pronto posible, los materiales de tutela Guardianship of the Estate Training (Capacitación para la Tutela del Patrimonio -- guía por escrito* y video) • Repasar los materiales de los formularios Guardianship Forms (Formularios de Tutela -- guía por escrito* y video) • Determinar si usted puede depositar una fianza de cumplimiento, si se requiere. • Comparecer a la audiencia de tutela, si se requiere. Tan pronto como sea posible después de que se anote el fallo, usted tiene que: • Facultarse ante el Tribunal de Sucesiones del Condado, lo que incluye el depósito de una fianza de garantía si se requiere. NO puede actuar como tutor(a) hasta que le hayan calificado • Obtener las Cartas de Tutela y, si fuera necesario, las Cartas Testamentarias. o En la mayoría de los casos, hay que pagar una tarifa al Tribunal de Sucesiones por las Cartas de Tutela y/o las Testamentarias. Después de que haya sido calificado como tutor/a del caudal hereditario, tiene que: • Abrir para la tutela una cuenta bancaria por separado. • Obtener un número de identificación impositiva para la cuenta bancaria de la tutela. • Cambiar el nombre de los bienes y las cuentas a nombre de l a tutela. • Mantener registros de las transacciones hechas en la cuenta de l a tutela. • Investigar y hacer un inventario de los activos y pasivos de la persona incapacitada. o Presentar al tribunal, si el Fallo lo exige, un inventario inicial y enviar copias a las partes interesadas. • Guardar los documentos originales (pólizas de seguro, la s escrituras de propiedades) en un lugar que ofrezca seguridad, solidez y garantía. • Presentar informes periódicos sobre el patrimonio de la persona protegida, si se requieren. • Hablar sobre las decisiones con la persona protegida y tener en cuenta sus aportes y preferencias. • Tomar las decisiones que se basen en lo que usted crea que es lo mejor para la persona incapacitada si sus preferencias se desconocen o si fueran potencialmente dañinas. • Continuar pagando las primas de la fianza de cumplimiento, si se requiere, para mantenerla en vigor . • Notificarle al Tribunal de Sucesiones de cualquier cambio en su dirección o en la dirección de la persona incapacitada. • Informe el fallecimiento de la persona incapacitada al Tribunal Testamentario. Usted NO debe: • Aceptar regalos de la persona incapacitada sin la aprobación específica del tribunal. • Hacer regalos tomados del patrimonio del tutelado a menos que el tribunal lo apruebe. • Aceptar pagos adicionales a las comisiones autorizadas por la ley. • Encomendar sus deberes como tutor(a) a otra persona a menos que la ley lo autorice. *En estos momentos la guía por escrito solo está disponible en inglés

Tutor(a) del patrimonio Resumen de responsabilidades

Revisado en 03/2017, CN 11923-Spanish Revised 03/2017, CN 11923-Spanish Tutor(a) de la persona Resumen de responsabilidades Inicialmente, usted tiene que: • Repasar, lo más pronto posible, los materiales de capacitación: Guardianship of the PersonTraining (Capacitación para la Tutela de una Persona -- guía por escrito* y video) • Repasar los materiales de los formularios de tutela: Guardianship Forms (Formularios de Tutela -- guía por escrito* y video) • Comparecer a la audiencia de tutela, si es un requisito. Tan pronto como sea posible antes de que se ingrese el fallo, usted tiene que: • Cumplir con los requisitos para facultarse ante el Tribunal de Sucesiones del Condado. NO puede actuar como tutor(a) hasta que le hayan calificado • Obtener las Cartas de Tutela y, si fuera necesario, las Cartas Testamentarias. o En la mayoría de los casos, hay que pagarle una tarifa al Tribunal de Sucesiones por las Cartas de Tutela y/o Testamentarias. Después de que haya sido calificado como tutor/a de la persona, tiene que: • Abogar por la independencia de la persona incapacitada. • Hablar sobre las decisiones con la persona protegida y tener en cuenta sus aportes y preferencias. • Si se desconocen las preferencias de la persona incapacitada o si son potencialmente dañinas, tome la s decisiones basándose en lo que usted crea que es lo mejor para dicha persona. • Hacer arreglos para que la persona incapacitada reciba los servicios necesarios para su salud, educación y bienestar. • Tomar decisiones médicas para la persona protegida teniendo en cuenta lo siguiente: o las condiciones que hacen que el tratamiento sea necesario; o las preferencias de la persona incapacitada; o los riesgos y beneficios de todas las alternativas; o las consideraciones del momento adecuado para tomar las acciones necesarias; o las alternativas menos restrictivas; y o las opiniones adicionales, si son provechosas. • Visitar con frecuencia a la persona incapacitada -- por lo menos una vez cada tres meses -- a menos que el tribunal haya ordenado algo diferente. • Proporcionarle, a la persona protegida, las actividades apropiadas y oportunidades sociales. • Presentar informes periódicos sobre el bienestar de la persona incapacitada, si se requieren. • Informar al Tribunal Tutelar de cualquier cambio importante en la salud o bienestar de la persona protegida. • Notificar al Tribunal Tutelar de cualquier cambio en su dirección o en la dirección de la persona incapacitada. • Informar del fallecimiento de la persona incapacitada al Tribunal Tutelar. Usted NO debe: • Aceptar pago por sus servicios a menos que se haya autorizado retribución en el Fallo. • Encomendar sus deberes de tutela a otra persona a menos que la ley lo autorice. *En este momento, la guía escrita solo está disponible en inglés.

Tutor(a) de la persona - Resumen de responsabilidades

Revisado en 03/2017, CN 11924-Spanish Revised 03/2017, CN 11924-Spanish Guía para los Guardianship Reporting Forms (Formularios para Informes sobre la Tutela) Resumen de las responsabilidades del (de la) tutor(a) Inicialmente, usted tiene que: • Repasar los materiales de los Guardianship Forms (Formularios de Tutela -- guía por escrito* y video) • Si se requiere que presente informes, determine qué informe(s) debe presentar y cuándo tiene que presentarlo(s). • Fíjese que puede que se le pida hacer la presentación usando los formularios del Poder Judicial que incluyen el Guardianship Inventory (Inventario de l a Tutela), Report of Well-Being (Informe sobre el Bienestar), EZ Accounting (Contabilidad Fácil) o Comprehensive Accounting (Contabilidad Completa) o que presente otros documentos tales como una copia del Social Security Representative Payee Report (Informe sobre el Beneficiario Representante del Seguro Social) o una contabilidad formal. (En la actualidad, estos formularios solo están disponibles en inglés.) Para cumplir con sus deberes como tutor(a) tiene que: • Si se le ordena presentar informes del Poder Judicial, obténgalos en njcourts.gov (busque Guardian Reporting Forms). • Siempre presente un Report of Guardian Cover Page (Página Introductoria para los Informes del (de la) Tutor(a)). • Cumpla, tan cerca como sea posible, con el período establecido para la presentación de informes en el Fallo por escrito del juez. • Cuando presente un Report of Well-Being (Informe sobre el Bienestar), adjunte una declaración escrita de un profesional que haya examinado a la persona incapacitada durante el período de los informes. • Presente el tipo de informe financiero que se indique en el Fallo. o Si el Fallo de Incapacidad no especifica el informe que se debe presentar sobre el patrimonio, presente el EZ Accounting Form (Formulario de Contabilidad Fácil) • *Póngase en contacto con la Oficina del Juez de Sucesiones para cualquier pregunta sobre c ómo llenar o presentar los formularios de información. *En este momento, la guía escrita solo está disponible en inglés.

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