Petition For Ancillary Letters Of Administration With Verification Oath And Schedules.pdf

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

Petition For Ancillary Letters Of Administration With Verification Oath And Schedules.pdf is a commonly used form within New York. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

Atticus Fast Facts About Petition For Ancillary Letters Of Administration With Verification Oath And Schedules.pdf

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Petition For Ancillary Letters Of Administration With Verification Oath And Schedules.pdf:

• This form pertains to the State of New York

• The current version of this form was last revised on January 1, 1970

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about New York’s Form AA-1 - Petition For Ancillary Letters Of Administration With Verification Oath And Schedules.pdf up to date, certain details can change from time-to-time with little or no communication.

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

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

Step 2 - Complete the Document

Fill out all relevant fields in Form AA-1, take a break, and then review. Probate and estate settlement processes in NY are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form AA-1 online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form AA-1 witnessed or notarized (if required)

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

Step 4 - Submit Petition For Ancillary Letters Of Administration With Verification Oath And Schedules.pdf to the relevant office

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

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

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Different probate forms or processes can require different deadlines or response times for completing the appropriate form.

While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.

Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in New York.

5 reasons you should submit AA-1 as quickly as possible:

1. The sooner you begin, the faster New York can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.
   
   Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?

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

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

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

5. If a house in the State of New York is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.

If you’re not using Atticus to get specific forms, deadlines, and timelines for New York probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local New York probate clerk or court for exact answers regarding Form AA-1, and when in doubt— consult a qualified trust & estates lawyer for that area.

Petition For Ancillary Letters Of Administration With Verification Oath And Schedules.pdf is one of the many probate court forms available for download through Atticus.

It may also be available through some New York probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within New York.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form AA-1 - Petition For Ancillary Letters Of Administration With Verification Oath And Schedules.pdf f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the New York probate court office.

Petition For Ancillary Letters Of Administration With Verification Oath And Schedules.pdf is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any New York-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

Here’s the text, verbatim, that is found on New York Form AA-1 - Petition For Ancillary Letters Of Administration With Verification Oath And Schedules.pdf. You can use this to get an idea of the context of the form and what type of information is needed.

AA-1 (1/21) -1- For Office Use Only Filin g Fee Paid $ Certs: $ $ Bond, Fee: Recei pt No: No: DO NOT LEAVE ANY ITEMS BLANK SURROGATE’S COURT OF THE STATE OF NEW YORK COUNTY OF ---------------------------------------------------------------------X ANCILLARY ADMINISTRATION PROCEEDING, PETIT ION FOR ANCILLARY ESTATE OF LETTE RS OF ADMINISTRATION a/k/a SCPA AR TICLE 16 a domiciliary of the State of Ancillary Letters of Administration Deceased. Ancillary Letters of Administration d.b.n. ---------------------------------------------------------------------X File No. TO THE SURROGATE’S COURT, COUNTY OF : It is respectfully alleged: 1. The nam e, citizenship, domicile (or, in the case of a bank or trust company, its principal office) and interest in this proceeding of the petitioner(s) are as follows: Name: Domicile or Principal Office: (Street and Number) (City, Village or Town) (State) (Zip Code) Mailing Address: (if different from domicile) Citizen of: Name: Domicile or Principal Office: (Street and Number) (City, Village or Town) (State) (Zip Code) Mailing Address: (if different from domicile) Citizen of: Interest(s) of Petitioner(s): [Check one] Administrator Distributee of decedent [State relationship] Creditor Other [Specify] 2. The name, domicile, date and place of death, and national citizenship of the above-named decedent are as follow: (a) Name: (b) Date of D eath: (c) Place o f death: (d Domicil e: Street City, Town, Village County State (e) Citiz en of: AA-1 (1/21) -2- 3. The decedent died INTESTATE, leaving no will. On the , letters were issued to by Court, State of , being a competent court of the state of the domicile of decedent having jurisdiction thereof, and the amount of the security given on the original appointment was $ . [If additional space is needed in Paragraphs 4, 5 and 6, attach addendum.] 4. (a) The estimated gross value of decedent’s property in the State of New York, consisting of real property and personal property, is described and valued as follows: [list items and describe briefly, giving location. If space is insufficient, attach addendum]. Person al Property $ Improved real property in New York State $ Unimproved real property in New York State $ Estim ated gross rents for a period of 18 months $ Total $ 4. (b) No ot her assets exist in New York State, nor does any cause of action exist on behalf of the estate, except as follows: [Enter “NONE” or specify] Exemplified copies of the decree and the letters issued, if any, are submitted as part of this petition. 5. The na mes, addresses and interests of all persons entitled to process [(a) New York State Department of Taxation and Finance, (b) all domiciliary creditors or domiciliaries claiming to be creditors, and (c) such other persons entitled to letters pursuant to SCPA §1607] are as follows: Name Addre ss Nature o f Interest or Amount of Claim New Yor k State Department of Taxation and Finance Albany, New York AA-1 (1/21) -3- 6.The name and address of each domiciliary distributee having an interest in the property in this state is as follows: (a)Each distributee who is of full age and sound mind or which is a corporation or association: Name Addre ss Inter est (b)Each distributee who is an infant or otherwise under a disability: [State disability and see SCPA §304(3)] Name Addre ss Inter est Disabi lity: Disability: 7.There a re no persons interested in this proceeding other than those hereinbefore mentioned. No previous application for ancillary administration with or without ancillary letters has been made, except WHEREFORE, petitioner(s) pray(s) (a) that process issue to all necessary parties and (b) that ancillary letters issue thereon as follows: Ancillary Letters of Administration to: Ancillary Letters of Administration d.b.n. to: (d) [State any other relief requested] _______________________________________________________________________ Dated: 1. 2. (Signature of Petitioner) (Signature of Petitioner) (Print Name) (Print Name) 3. (Name of Corporate Petitioner) (Signature of Officer) (Print Name and Title of Officer) AA-1 (1/21) -4- SURROGATE’S COURT OF THE STATE OF NEW YORK COUNTY OF ------------------------------------------------------------------------------------X ANCILLARY ADMINISTRATION PROCEEDING ESTATE OF COMBINED VERIFICATION, OATH AND DESIGNATION a/k/a a domiciliary of the State of File No. Decea sed. ------------------------------------------------------------------------------------X STATE OF ) COUNTY OF ) ss: The undersigned, the petitioner named in the foregoing petition, being duly sworn, says: 1. VERIFICATION: I have read the foregoing petition subscribed by me and know the contents thereof, and the same is true of my own knowledge, except as to the matters therein stated to be alleged upon information and belief, and as to those matters I believe it to be true. 2. OATH OF A NCILLARY Administrator Administrator d.b.n.: I am over eighteen (18) years of age and a citizen of the United States; I will well, faithfully and honestly discharge the duties of ancillary administrator/administrator d.b.n.. I am not ineligible to receive letters. 3. DESIG NATION OF CLERK FOR SERVICE OF PROCESS: I do hereby designate the Clerk of the Surrogate’s Court of County, and his or her successor in office as a person on whom service of any process issuing from such Surrogate’s Court may be made, in like manner and with like effect as if it were served personally upon me, whenever I cannot be found within the State of New York after due diligence used. My domicile is (Street Address) (City/Town/Village) (State) (Zip Code) (Signature of Petitioner) (Print Name) On , before me personally came to me known to be the person described in and who executed the foregoing instrument. Such person duly swore to such instrument before me and duly acknowledged that he/she executed the same. Notary Public Commission Expires: (Affix Notary Stamp or Seal) Signature of New York Attorney: Print Name of New York Attorney : Firm Name: Tel. No.: Address of New York Attorney: AA-1 (1/21) -5- SURROGATE’S COURT OF THE STATE OF NEW YORK COUNTY OF ---------------------------------------------------------------------------------X ANCILLARY ADMINISTRATION PROCEEDING ESTATE OF COMBINED C ORPORATE VERIFICATION, CONSENT AND DESIGNATION a/k/a a domiciliary of the State of File No. Decease d. ---------------------------------------------------------------------------------X STATE OF ) COUNTY OF ) ss: The undersigned, a of (Title) (Name of Bank or Trust Company) a corporation duly qualified to act in a fiduciary capacity without further security, being duly sworn, says: 1. VERIFICATION: I have read the foregoing petition subscribed by me and know the contents thereof, and the same is true of my own knowledge, except as to the matters therein stated to be alleged upon information and belief, and as to those matters I believe it to be true. 2 . C O N S EN T: I consent to accept the appointment as Ancillar y Administrator Ancillary Administrator d.b.n. of the decedent described in the foregoing petition and consent to act as such fiduciary. 3. DESIGN ATION OF CLERK FOR SERVICE OF PROCESS: I do hereby designate the Clerk of the Surrogate’s Court of County, and his or her successor in office as a person on whom service of any process issuing from such Surrogate’s Court may be made, in like manner and with like effect as if it were served personally upon me, whenever I cannot be found within the State of New York after due diligence used. (Name of Corporate Petitioner) (Signature of Officer) (Print Name and Title of Officer) On , before me personally came to me known, who duly swore to the foregoing instrument and who did say that he/she resides at of the corporation/national banking association described in and which executed such instrument, and the he/she signed his/her name thereto by order of the Board of Directors of the corporation. Notary Public Commission Expires: (Affix Notary Stamp or Seal) Signature of New York Attorney: Print Name of New York Attorney: Name of New York Attorney: Tel. No.: Address of New York Attorney: