Surrogate-p-17 Notice Of Petition For Appointment Of Successor Executor

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.

Surrogate-p-17 Notice Of Petition For Appointment Of Successor Executor 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 Surrogate-p-17 Notice Of Petition For Appointment Of Successor Executor

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Surrogate-p-17 Notice Of Petition For Appointment Of Successor Executor:

• This form pertains to the State of New York

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 SLT-4 - Surrogate-p-17 Notice Of Petition For Appointment Of Successor Executor 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 SLT-4, 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 SLT-4 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 SLT-4 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 Surrogate-p-17 Notice Of Petition For Appointment Of Successor Executor 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 SLT-4 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 SLT-4, and when in doubt— consult a qualified trust & estates lawyer for that area.

Surrogate-p-17 Notice Of Petition For Appointment Of Successor Executor 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 SLT-4 - Surrogate-p-17 Notice Of Petition For Appointment Of Successor Executor 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.

Surrogate-p-17 Notice Of Petition For Appointment Of Successor Executor 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 SLT-4 - Surrogate-p-17 Notice Of Petition For Appointment Of Successor Executor. You can use this to get an idea of the context of the form and what type of information is needed.

STATE OF NEW YORK SURROGATE’S COURT: COUNTY OF __________________ ___________________________________________________X In the Matter of the Petition for Successor Letters Testamentary in the Estate of NOTICE OF PETITION FOR APPOINTMENT OF SUCCESSOR EXECUTOR a/k/a File No. _____________________________ Deceased. ___________________________________________________X Notice is hereby given that: 1.The Will of the above-named decedent was admitted to probate by the Surrogate’s Court of _____________________ County on ___________________________, and Letters Testamentary were issued to ______________________________, who on _______________________, [ ] died [ ] other (specify)________________________________. 2.The name (s) of the Successor Executor (s) of said Will is/are _____________________________________________ ___________________________________________________________________________________________, whose address(es) is/are _________________________________________________________________________________ _________________________________________________________________________________________________ _________________________________________________________________________________________________ 3.The names and address of all persons and parties who are named in the will as fiduciaries or beneficiaries who have not appeared or have been served or waived service of process. NAMEMAILING ADDRESSNATURE OF INTEREST OR STATUS [Note: If serving infant 14 years of age or older, list and mail to infant as well as parent or guardian.] (USE ADDITIONAL SHEETS IF NECESSARY) Date: ___________________________, 20______ [Note: Notice of Petition for Appointment of Successor Executor may or may not be required in all counties. If Notice is required, complete Affidavit of Mailing.] Name of Attorney:______________________________________________ Tel. No.:_____________________________ Address of Attorney:_________________________________________________________________________________ SLT-4 (04/2011) -1- AFFIDAVIT OF MAILING NOTICE OF PETITION FOR APPOINTMENT OF SUCCESSOR EXECUTOR STATE OF NEW YORK ) ) ss.: COUNTY OF ) ____________________________________, residing at __________________________________________, being duly sworn, says that he/she is over the age of 18 years, that on the ____________________ day of _________________, 20______, he/she deposited in a post office box regularly maintained by the government of the United States in the _____________of ___________________________, State of New York, a copy of the foregoing Notice of Petition for Appointment of Successor Executor contained in a securely closed postpaid wrapper directed to each of the persons named in said Notice at the places set opposite their respective names. __________________________________ Sworn to before me this ____________Signature day of ___________________, 20______________________________________ Print Name ________________________________ Notary Public Commission Expires: (Affix Notary Stamp or Seal) Name of Attorney____________________________________________ Tel. No.:_______________________________ Address of Attorney_________________________________________________________________________________ -2- SUCCESSOR LETTERS TESTAMENTARYFile No. ___________________ SURROGATE’S COURT - _____________________ COUNTY CITATION THE PEOPLE OF THE STATE OF NEW YORK, By the Grace of God Free and Independent TO: A petition having been filed by _____________________________________________________________, who is domiciled at ________________________________________________________________________________________, YOU ARE HEREBY CITED TO SHOW CAUSE before the Surrogate’s Court, _______________________ County, at _______________________________, New York, on _________________________ 20______, at ________ o’clock in the ___________ noon of that day, why a decree should not be made in the estate of _________________________________ lately domiciled at __________________________________________________________________________, directing that [ ] Successor Letters Testamentary issue to _______________________________________________________. HON. ____________________________________________ Dated, Attested and Sealed,Surrogate __________________________, ____________________________________________________ (Seal)Chief Clerk _________________________________________________________________________________________________ Attorney for PetitionerTelephone Number _________________________________________________________________________________________________ Address of Attorney [NOTE: This citation is served upon you as required by law. You are not required to appear. If you fail to appear it will be assumed you do not object to the relief requested. You have a right to have an attorney appear for you.] SLT-5 (04/2011)