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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

100-00264 Certificate of Service (12/2015) Page 1 of 1 STATE OF VERMONT SUPERIOR COURT DIVISION Unit Docket No. CERTIFICATE OF SERVICE I certify that I have today delivered the following documents to all other parties to this case: ___________________________________________________________________________ ___________________________________________________________________________ ___________________________________ ________________________________________ __________________________________ _________________________________________ Th By first class mail by depositing it in the U.S. mail;  By personal delivery to _____________________or his/her counsel;  Other: Explain: ______________________________________________ The names and addresses of the parties/lawyers to whom the mail was addressed or personal delivery was made are as follows: (Attach additional sheets, if necessary) Name Address _______________________________ _____________________________________ _______________________________ _____________________________________ _______________________________ _____________________________________ _______________________________ _____________________________________ _______________________________ _____________________________________ _______________________________ ______ _______________________________ _______________________________ _____________________________________ _______________________________ _____________________________________ _______________________________ _____________________________________ _______________________________ _____________________________________ Dated ______________________________________ _____________________________________ Signature _____________________________________ Print Name _____________________________________ Counsel

Certificate of Service

700-00001 – Petition to Open Decedent’s Estate (04/2020)Page 1 of 2 ☐ ☐ ☐ ☐ STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No. In re ESTATE of: PETITION TO OPEN DECEDENT’S ESTATE was a resident of Decedent Town/State and died on leaving assets to be administered with estimated values of: Real Estate $ Personal Estate $ Total $ Decedent left: no known Last Will and Testament OR Last Will and Testament dated Codicil(s) to the Will, if any, dated Attached are: 1.Entry fee; checks or money orders payable to Vermont Superior Court 2.Certified copy of the death certificate 3.List of Interested Persons (form 700-00002) 4.ORIGINAL Will and any Codicils (if any) 5.For Ancillary (out-of-state) estate, include authenticated copy of Will and probate from decedent’s primary estate. Petitioner requests that the Will, if any, be allowed and an estate be opened and the following named person be appointed to administer the estate: Proposed Executor/Administrator Mailing Address Telephone/Email This is the person named as executor in the Will. A CCEPTANCE OF APPOINTMENT I accept the appointment as Executor/Administrator and ask that the appointment documents be issued to me at the address above. Date Signature of Executor/Administrator 700-00001 – Petition to Open Decedent’s Estate (04/2020) Page 2 of 2 CONSENT OF SURVIVING SPOUSE, IF ANY, AND CONSENT OF ALL HEIRS AT LAW Please note that 14 V.S.A. Section 107(a) provides that if Consents are filed with the Court from all the heirs at law and the surviving spouse, if any, then a Will may be allowed without a hearing. If all consents are not obtained, then the Court shall schedule a hearing and notice shall be given as provided by the Rules of Probate Procedure. We, the surviving spouse, if any, and the heirs at law of the decedent, consent to the Allowance of the Will, if any, the Petition to Open Decedent’s Estate and the appointment of the above as Executor/Administrator. I acknowledge I have been served with the Petition to Open Decedent’s Estate in the above entitled action, including all papers referred to in the Petition. I waive the right to object to any action of the Court, regarding the Petition referred to above, and I waive the requirements for a Hearing regarding such Petition. Signature Print Name Date Petitioner’s signature must be notarized. Date Signature of Petitioner _ Mailing Address Telephone/Email Signed and sworn to before me: Date Signature of Notary Public Expiration Date

Petition to Open Decedent's Estate

700-00001SM – Petition to Open Small Estate (04/2021) Page 1 of 2 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No. In re ESTATE of: PETITION TO OPEN SMALL ESTATE 14 V.S.A. Ch. 81 __________________________________ was a resident of ______________________________________ Decedent Town/State and died on ________________________ leaving personal property valued at $45,000 or less and no real estate. Decedent left: ☐ No known Last Will and Testament OR ☐ Last Will and Testament dated _______________________ ☐ Codicil(s) to the Will, if any, dated ____________________ Attached are: 1. Filing fee; checks or money orders payable to Vermont Superior Court, 2. Original or Certified copy of the death certificate, 3. List of Interested Persons (form 700-00002), 4. ORIGINAL Will and Codicils, if any, 5. Inventory of the estate, including information or estimates available at the time of filing (form 700-00030), 6. Affidavit of paid and outstanding funeral expenses and any other known or reasonably ascertainable debts of the decedent (form 700-00402), 7. Bond without surety in the amount of the fair market value of the estate. Petitioner requests a small estate be opened and the following named person be appointed to administer the estate: _______________________________________________________________________ Proposed Executor/Administrator _______________________________________________________________________ Mailing Address ___________________________________ /___________________________________ Telephone Email ☐ This is the person named as executor in the Will. ACCEPTANCE OF APPOINTMENT I accept the appointment as Executor/Administrator and ask that the appointment documents be issued to me at the address above. _______________________________ ______________________________________________ Date Signature of Executor/Administrator 700-00001SM – Petition to Open Small Estate (04/2021) Page 2 of 2 CONSENT OF SURVIVING SPOUSE, IF ANY, AND CONSENT OF ALL HEIRS AT LAW Please note that 14 V.S.A. Section 107(a) provides that if Consents are filed with the Court from all the heirs at law and the surviving spouse, if any, then a Will may be allowed without a hearing. If all consents are not obtained, then the Court shall schedule a hearing and notice shall be given as provided by the Rules of Probate Procedure. We, the surviving spouse, if any, and the heirs at the law of the decedent, consent to the Allowance of the Will, if any, the Petition to Open Decedent’s Estate and the appointment of the above as Executor/Administrator. I acknowledge I have been served with the Petition to Open Decedent’s Estate in the above entitle action, including all papers referred to in the Petition. I waive the right to object to any action of the Court, regarding the Petition referred to above, and I waived the requirements for a Hearing regarding such Petition. Signature Print Name Date _________________________________ _________________________ _____________________ _________________________________ _________________________ _____________________ _________________________________ _________________________ _____________________ _________________________________ _________________________ _____________________ _________________________________ _________________________ _____________________ _________________________________ _________________________ _____________________ _________________________________ _________________________ _____________________ Petitioner’s signature must be notarized. _______________________________________ ____________________________________________ Date Signature of Petitioner _______________________________________________________________________________________ Mailing Address _____________________________________________ / ________________________________________ Telephone Email Signed and sworn to before me: Date Signature of Notary Public Expiration Date

Petition to Open Small Estate

700-00002E – List of Interested Persons - Estate (03/2017) Page 1 of 2 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No.: In re ESTATE of: LIST OF INTERESTED PERSONS Petitioner, being first duly sworn, states that the following is a list of interested persons, as defined in 14 VSA § 311 & 314 1.The surviving spouse. 2.If there is no surviving spouse, or the surviving spouse is not the parent of all the decedent’s children, then the interested persons must include all “heirs at law”. 3.The “heirs at law” include: a.All living children of the decedent; b.All living grandchildren who are children of any deceased children; and c.All living great grandchildren who are children of deceased grandchildren who are children of deceased children, etc. 4.“Children” includes all adopted children; it does not matter if the children have had no contact with the decedent, or if the Last Will and Testament, if any, would disinherit one or more of them. 5.If there are no living “issue” (children, grandchildren, etc), then the “heirs at law” are the living mother and father of the decedent. 6.If there are no issue and no parents, then the “heirs at law” include the living brothers and sisters of the decedent and the living issue of any deceased brothers and sisters. 7.If there are no issue, no parents, and no brothers and sisters of their issue, then the “heirs at law” are the next closest kin in equal degree. 8.All other persons or entities named in the Last Will and Testament, if any. Name Address Interest/Relationship to Decedent Date of Birth (if under 18 years) 700-00002E – List of Interested Persons - Estate (03/2017) Page 2 of 2 Name Address Interest/Relationship to Decedent Date of Birth (if under 18 years) Attach additional sheets if necessary Are any of the children of the decedent listed above, also children (either natural or adopted) of the surviving spouse? ☐ YES ☐ NO If YES, please list names of children of both decedent and surviving spouse below: _____________________________________________ ____________________________________________ _____________________________________________ ____________________________________________ I declare that the list of persons above (with additional sheets, if any, attached) is complete and accurate to the best of my knowledge, information, and belief, after diligent inquiry. _______________________________ ____________________________________________________ Date Signature of Petitioner Signed and sworn to before me: Date Signature of Notary Public Expiration Date

List of Interested Persons for Estates

700-00003 – Notice of Disallowance (03/2017) Page 1 of 1 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No. In re ESTATE of: NOTICE OF DISALLOWANCE To: __________________________________________ Name of Creditor Your Written Statement of Claim dated _________________ is hereby disallowed for the following reason(s): _________________________________________________________________________________________ _________________________________________________________________________________________ _________________________________________________________________________________________ _________________________________________________________________________________________ _________________________________________________________________________________________ Under 14 V.S.A Section 1206, your claim will be barred unless you file a Petition for Allowance with the Probate Division, or commence a proceeding again the Fiduciary in the Civil Division, no later than 60 days after the mailing of this notice of Disallowance. _______________________________ ______________________________________________ Date Signature of Fiduciary ______________________________________________ Printed Name ______________________________________ ______________________________________________ Mailing Address Telephone/Email Certification I certify that I mailed a copy of this Notice of Disallowance to the Claimant on _________________. _______________________________ ______________________________________________ Date Signature of Fiduciary

Notice of Disallowance

700-00004 - Waiver of Surety on Estate Administration Bond (09/2017) Page 1 of 1 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No. In re ESTATE of: WAIVER OF SURETY ON ESTATE ADMINISTRATION BOND I hereby consent to the waiver of a surety on the bond in connection with the above captioned estate. _____________________________ __________________________________________ Date Signature of Heir at Law __________________________________________ Printed Name Signed and sworn to before me: Date Signature of Notary Expiration Date

Waiver of Surety on Estate Administration Bond

700-00020 – Estate Administration Bond (08/2018) Page 1 of 1 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No.: In re ESTATE OF ESTATE ADMINISTRATION BOND The undersigned is/are obligated to the Vermont Superior Court, Probate Division, in the sum of $__________ ☐without surety ☐with __________________________ of ___________________________ as personal surety, (name of surety) (surety’s town of residence) ☐with __________________________ of ___________________________ as corporate surety, to secure the performance of the following duties: 1.Within 60 days of the issuance of letters of administration, file with the Court an Inventory of all assets of the estate; 2.Administer the estate according to the Will and Codicils, if any, and the laws of the State of Vermont; 3.File an accounting with the Court within one year, annually thereafter, and at any other time when required by the Court; 4.Pay all taxes as required; 5.Pay over the balance of the estate according to the Will and Codicils, if any, and otherwise by law; 6.Perform all orders and decrees of the Court; 7.________________________________________________________________________________ When these duties are fully performed, this bond shall no longer be in force. DATE: ___________________ EXECUTOR/ADMINISTRATOR SIGNATURE(S): __________________________________________ __________________________________________ WITNESS PRINT NAME WITNESS PRINT NAME DATE: ________________ SURETY SIGNATURE: ________________________________________________ SURETY NAME MAILING ADDRESS CITY, STATE, ZIP Decedent

Estate Administration Bond

700-00026 – Appointment of Resident Agent (08/2021) Page 1 of 1 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No.: In re: ☐ Estate ☐ Guardianship APPOINTMENT OF RESIDENT AGENT I have been appointed as Fiduciary in the above matter, but am not a resident of the State of Vermont. I appoint (Resident Agent Name): __________________________________________________________________ to serve as my agent and accept service of any legal process. Date Fiduciary Si gnature __________________________________________________ Fiduciary Printed Name ACCEPTANCE OF APPOINTMENT AS RESIDENT AGENT I accept the appointment as resident agent. Date Resident Agent Signature __________________________________________________ Resident Agent Printed Name Resident Agent Information: Mailing Address: _______________________________________________ Physical Address: _______________________________________________ Phone: _______________________________________________ Email Address: _______________________________________________

Appointment of Resident Agent

700-00027 – Affidavit of No Assets (07/2018) Page 1 of 1 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No.: In re: AFFIDAVIT OF NO ASSETS Petitioner _________________________________________, being duly sworn states as follows: 1. That he/she is the ______________________________ of ___________________________, deceased, late of _____________________________________, Vermont, who died on __________________, and that _______________________________ was nominated to be Executor under the purported Last Will and Testament of the late _______________________________. 2. That the Petitioner is well acquainted with the personal affairs of the late _________________________ and to the best of his / her knowledge and all information available to him / her, that there are no assets to be distributed at the time of death. 3. A certified copy of the death certificate is attached to this petition. Accordingly, I believe the establishment of an estate for ____________________________________ is unnecessary. _______________________________ ______________________________________________ Date Signature of Petitioner ______________________________________ ______________________________________________ Relationship to Decedent Printed Name ______________________________________ ______________________________________________ Mailing Address Telephone/Email Signed and sworn to before me: Date Signature of Notary Expiration Date

Affidavit of No Assets

700-00030 – Inventory (10/2018)Page 1 of 2 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No.: In re: Case Type: ☐ Estate☐Trust☐Guardianship INVENTORY INSTRUCTIONS: (PLEASE READ CAREFULLY) List all real and personal estate. Give th e fair market value as of the decedent’s date of death for decedent estates and as of date of fiduciary’s app ointment for all other cases. If you use an appraiser, the name and address of each appraiser and the items appraised must be attached to this inventory. Real estate descriptions must include type of deed, grantor(s) and Grantee(s), date of execution, Book and Page numbers and Town where recorded. Bank accounts should be identified by name of bank, type of account, and account number, and balance. Other investment accounts should be similarly identified. Any liens should be identified by name of lien-holder and approximate amount owed, within the property description. The inventory must be signed and notarized, the original filed with the court and copies to all interested persons and a certificate of service, filed with the Court. Item # Description of Item Fair Market Value Mortgage or Lien Total(s) Page 1 700-00030 – Inventory (10/2018)Page 2 of 2 Item # Description of Item Fair Market Value Mortgage or Lien Total(s) Page 2 I hereby declare that this inventory is complete and accurate to the best of my knowledge and belief. _______________________________ ______________________________________________ Date Signature of Fiduciary ______________________________________________ Printed Name Signed and sworn to before me: Appraisal Information If any of the listed items were appraised, list item #, appraiser’s name and address. Item # Appraiser’s Name Appraiser’s Address Date Signature of Notary Public Expiration Date Total(s) Page 1 Grand Total(s) Pages 1 & 2

Inventory Schedule

700-00033 – Motion to Waive Notice to Creditors (07/2018)Page 1 of 1 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No. In re ESTATE of: MOTION TO WAIVE NOTICE TO CREDITORS I, _____________________________________, request that the requirement to give notice to creditors be waived. I hereby state under oath: (Choose one of the following) ☐There are no debts against the decedent; OR ☐The debts of the decedent are all known and the estate has funds to pay them; OR ☐The value of the estate does not exceed $2,500.00 and is assigned for the support of the surviving spouse. NOTE: If you waive the Notice to Creditors, Creditors have one (1) year from the date of death to file a claim against the Estate. _______________________________ ______________________________________________ Date Signature of Fiduciary ______________________________________________ Printed Name ______________________________________ ______________________________________________ Mailing Address Telephone/Email Signed and sworn to before me: ORDER WAIVING NOTICE TO CREDITORS Based on the sworn statement of the Fiduciary of the Estate, the motion to waive notice to creditors is GRANTED. _______________________________ ______________________________________________ Date Signature of Judge ______________________________________________ Printed Name Date Signature of Notary Expiration Date

Motion to Waive Notice to Creditors

700-00035 – Motion for License to Sell or Convey Real Estate (07/2018)Page 1 of 2 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No.: In re ESTATE OF: Decedent MOTION FOR LICENSE TO SELL or CONVEY REAL ESTATE Part 1 - Request for License I __________________________________ request a license to sell real estate of the decedent’s estate described as follows: Property Description Instructions: List each parcel separately using additional sheets if necessary. For each parcel, include the following information about the deed(s) transferring the property to the decedent. – the book and page number of the deed(s); the town where th e deed is filed in the land records; and the name (s0 of the grantor(s) and grantee(s) on the deed(s). __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ In support of this motion, I state: (check the appropriate box and complete the statement as appropriate.) ☐The decedent was under contract to sell or convey this real estate at the time of death. ☐The proposed sale or conveyance is necessary and/or would be beneficial to the estate because ____________________________________________________________________________________ ___________________________________________________________________________________ ☐The sale or conveyance is authorized and under the provisions of Article __________ of the Will or its codicils, if any, and no surviving spouse, heir or legatee is residing in any dwelling to be sold. _______________________________ ______________________________________________________________ Date Signature of Fiduciary ______________________________________________ Fiduciary’s Printed ______________________________________________ Fiduciary’s Address ______________________________________________ ______________________________________________ Fiduciary’s Phone Number Name of Fiduciary 700-00035 – Motion for License to Sell or Convey Real Estate (07/2018) Page 2 of 2 Part 2 - Oath At _____________________________ on ___________________, _______________________ appeared and made oath that the duties granted by this license shall be discharged faithfully, according to law, and in a manner that would be most beneficial to the estate. Part 3 - Consent of Interested Persons By our signatures, we, the heirs, surviving spouse, beneficiaries, devisees and legatees of the deceased, consent to the granting of this license. We understand that if all these persons do not sign below, a hearing will be scheduled by the court and notice of that hearing will be given to all interested persons. Signature Printed Name Date Town. State Date Name of Fiduciary Date Signature of Register, Judge or Notary Republic Expiration Date

Motion for License to Sell or Convey Real Estate

700-00039 – License to Sell or Convey (11/2019)Page 1 of 1 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No. In re the Estate of: LICENSE TO SELL OR CONVEY ☐Real Property☐Personal Property T O: ________________________________________________ O n _______________you filed a motion for a license to sell or convey certain property located in the Town of _________________________, County of ____________________, Vermont. Th e property is described as ☐ Real Estate ☐ Personal Property consisting of: (Description of Property for Real Estate - include Land Records information) _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ F indings with respect to notice and hearing: ☐ The m otion was accompanied by t he consent of all interested persons; or ☐ A h earing was held as required by statute and n ot ice of hearing sent to all parties; or ☐ Notice a nd h earing were waived b ecause power was e xpressly conferred by Article _______________ of the Will and no surviving spouse, heir, d evisee or legatee resides in the dwelling to be sold. Findings with respect to the requested transact ion: ☐ The transaction is authorized by Article _______________ of the decedent’s Will. ☐ Decedent w as under contract to convey or sell the property at t he time of death. ☐The t ransaction appears necessary to pay the obligations of t he estate or to preserve pr operty. ☐The t ransaction would aid in di stribution or otherwise benefit the interested persons. ☐ Th e property is the decedent’s homestead, but there is no survivi ng spouse. ☐ The property is the decedent ’s homestead a nd the surviving spouse h as waived his/her rights to the homestead. Therefor e, it is here by ORDERED that the property may be sold or conveyed as requested and you are licensed, authorized and empowered in your fiduciary capacity to complete the transaction as requested, subject to: ☐No Conditions ☐Conditions as described below: _______________________________________________________________ _________________________________________________________________________________________ ☐You shall file a Report on License within 60 days from the date of the sale of any real or personal property. ☐No Report on License is required to be filed. _________________ ______________________________________________ Dated Judge’s Signature ______________________________________________ Printed Name

License To Sell or Convey

700-00040 – License to Mortgage or Lease (11/2018) Page 1 of 1 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No. In re the Estate of: LICENSE TO MORTGAGE OR LEASE ☐ Real Property ☐ Personal Property TO: ________________________________________________ On _______________, you filed a motion for a license to mortgage or lease certain property located in the Town of ____________________, County of ____________________, Vermont. The property is described as ☐ Real Estate ☐ Personal Property consisting of: (Description of Property for Real Estate - include Land Records information) __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ Findings with respect to notice and hearing:  The motion was accompanied by the consent of all interested persons; or  A hearing was held as required by statute and notice of hearing sent to all parties; or  Notice and hearing were waived because power was expressly conferred by Article ______________ of the Will. Findings with respect to the requested transaction:  The transaction is authorized by Article ______________ of the decedent’s Will.  Decedent was under contract to mortgage or lease the property at the time of death.  The transaction appears necessary to pay the obligations of the estate or to preserve property.  The transaction would aid in distribution or otherwise benefit the interested persons.  The lease includes decedent’s homestead, but there is no surviving spouse.  The lease includes decedent’s homestead and the surviving spouse has waived his/her right to the homestead. Therefore, it is hereby ORDERED that the property may be mortgaged or leased as requested, and you are licensed, authorized and empowered in your fiduciary capacity to complete the transaction as requested, subject to:  No Terms  Terms as described below: (include amount, term and interest rate of mortgage or term of lease) __________________________________________________________________________________ __________________________________________________________________________________ __________________________________________________________________________________ You shall report the details of the transaction in writing as soon as practicable after the it has been completed, including the date and manner of the transaction, the amount of any proceeds, the person to whom the property was mortgaged or leased, and a description of the property. _________________ ______________________________________________ Dated Judge’s Signature ______________________________________________ Printed Name

License to Mortgage or Lease

700-00047 – Notice of Rights of Surviving Spouse (06/2020) Page 1 of 1 Vermont Superior Court www.vermontjudiciary.org Docket Number: NOTICE OF RIGHTS OF SURVIVING SPOUSE This is notice to a surviving spouse of rights that you may have following the death of your spouse. Some of these rights must be exercised within certain time limits. Four Month Time Window to Elect Against a Decedent's Last Will If the deceased spouse made a Last Will, unless a surviving spouse has waived the right to elect again the deceased spouse's Last Will during the decedent's lifetime, a surviving spouse may reject the provision made for the surviving spouse in the decedent's Will and take instead a ½ share of the decedent's estate. If a surviving spouse has a legal guardian, agent, or attorney-in-fact, the individual who is performing this role may be able to take this action on behalf of the su1viving spouse pursuant to 14 V.S.A. §319(6) and (c). Unless otherwise ordered by the court, a surviving spouse shall file with the court a written election to waive the provisions of a decedent's will within four months of the later of the following dates: (A)the date of service of the notice of rights of surviving spouse; or (B)the date of service of the inventory. U pon the filing of any subsequent or amended inventory or any accounting that reports previously undisclosed property owned by the decedent as of the date of death, the surviving spouse shall have 30 days from the date of service of the filing to elect against the newly reported property, unless otherwise ordered by the court. Surviving Spouse's Interest in Homestead Regardless. of whether the decedent made a Last Will, if a decedent dies leaving a surviving spouse, his or her homestead (up to $125,000) in value shall pass to the surviving spouse pursuant to 27 V.S.A. §105. Surviving Spouse's Right to Request Support During Estate Administration The Probate Court may make reasonable allowance for the necessary expenses of support and maintenance of the surviving spouse and minor children or either, constituting the family of a decedent, out of the personal estate or the income of real or personal estate from date of death until settlement of the estate, but for no longer a period than until their shares in the estate are assigned to them or, in case of an insolvent estate, for not more than eight months after administration is granted. This allowance may take priority, in the discretion_ of the court, over debts of the estate. See 14 V.S.A. §316. This notice does not detail all the conditions under which elections and rights exist. Nor is it intended to encourage you to exercise any elections or rights you may have. You are encouraged to obtain advice from a lawyer regarding any of the elections or rights mentioned above.

Notice of Rights of Surving Spouse

700-00049 – Notice of Elections and/or Waivers by Spouse (06/2020)Page 1 of 1 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No. In re the Estate of: N OTICE OF ELECTIONS AND/OR WAIVERS BY SURVIVING SPOUSE 1.Estate With Will (Testate) Election to take the share of decedent’s estate specified in 14 V.S.A. §319 instead of the provision made for me in the will: ☐I waive my right to take the share of decedent’s estate specified in 14 V.S.A. §319 instead of the provision made for me in the Will. ☐I elect to take the share of decedent’s estate specified in 14 V.S.A. §319 instead of the provision made for me in the Will. ☐My spouse died without a Will and this election does not apply to me. 2.Homestead Interest pursuant to 27 V.S.A. §105 ☐I waive my right to take my spouse’s interest in the homestead pursuant to 27 V.S.A. §105. ☐I elect to take my spouse’s interest in the homestead pursuant to 27 V.S.A. §105. 3.Household Goods Award of Household goods and furnishings: ☐I waive my right to request that the household goods and furnishings be awarded to me. ☐I request that the household goods and furnishings be awarded to me. I have attached a memorandum describing the goods and furnishings that I am requesting. 4. Support Award of Support for Myself and/or my Minor Children ☐I request that the court award support for   myself and/or   my minor children. ☐I waive my right to request that support be awarded for myself or my minor children. Note: An Affidavit of Income and Expenses must be filed with a request for support. I understand that I cannot revoke any waivers set forth above and I will not be able to change my mind at a later date. I acknowledge that I have been encouraged to seek legal advice regarding these elections and rights. Dated: Signature Printed Name - Surviving Spouse

Notice of Elections and/or Waivers by Surviving Spouse

700-00055 - Report of Fiduciary for Small Estate (05/2018)Page 1 of 1 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No. In re ESTATE OF: Decedent REPORT OF FIDUCIARY FOR SMALL ESTATE I, ____________________________________, state under oath: ☐I have paid the funeral expenses of the deceased. ☐I have paid all known debts of the deceased and have attached a list of debts paid showing the person paid, the amount paid and the nature of the debts. ☐I have paid the expenses of administration. ☐I have paid over the balance of the estate in accordance with the terms of the Will or in accordance with law if there is no Will. ☐I have attached such receipts as are required by the Court. I request that this report be accepted, that I be discharged as administrator, and that the estate be closed. _______________________________ ______________________________________________________________ Date Signature of Fiduciary ______________________________________________ Fiduciary’s Printed ______________________________________________ Fiduciary’s Address ______________________________________________ ______________________________________________ Fiduciary’s Phone Number Signed and sworn to before me: ORDER DISCHARGING FIDUCIARY AND CLOSING ESTATE Based on the sworn statement of the Fiduciary of the Estate, the report is accepted, the Fiduciary is discharged, and the estate is closed. _______________________________ ______________________________________________________________ Date Signature of Judge ______________________________________________ Judge’s Printed Name Date Signature of Register, Judge or Notary Republic Expiration Date

Report of Fiduciary of Small Estate

700-00057 – Decree of Partial Distribution (04/2021)Page 1 of 1 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No.: In re ESTATE of : Decedent D ECREE OF P ARTIAL DISTRIBUTION ___________________________________________________________ has submitted an interim account and Motion for D ecree of Partial Distribution. Based on the filings of record, it appears that th ere will be sufficient assets after the proposed distribution to pay all remaining o bligations of the estate including debts a nd funeral charges of the decedent, taxes and expenses of administration. THEREFORE, the C ourt DECREES the following property subject to any listed liens, mortgages, and/or other encumbrances: TO HAVE AND TO HOLD the same to him/her/them and his/her/their heirs, successors and assigns forever. The Fiduc iary is ordered to pay over and deliver the property according to this decree. In the e vent the assets remaining in the hands of the fiduciary thereafter are insuffi cient to satisfy t he ultimate expenses and charges against the estate, those persons receiving these distributions shall be liable to repay the fiduciary as provided in 14 V.S.A. §1721(b). Dated: Signed Probate Judge NOTICE: If you are receiving your share of the estate with this distribution, you will no longer be sent notice of future hearings or orders fro m the Probate Court. Name of Fiduciary

Decree of Partial Distribution

700-00152 – Fiduciary’s Closing Report (04/2018)Page 1 of 1 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No.: In re: FIDUCIARY’S CLOSING REPORT I hereby state under oath: 1.This report is filed within one year after the final decree in this proceeding. 2.I have paid and delivered the money and/or other property to the persons entitled to receive it. 3.I have filed a receipt for each payment and delivery or such other proof as required by the Court. I have attached an affidavit explaining the omission if I was unable to obtain the proof required. I hereby swear or affirm that the information in this report is true to the best of my knowledge and belief. Date Signature Printed Name Signed and sworn to before me: _____________________________________________________________________________ ORDER OF APPROVAL AND DISCHARGE The Fiduciary’s report is approved, and the proceeding closed. The Fiduciary is discharged. __________________________ _______________________________________ Dated Judge’s Signature Date Signature of Notary Public Expiration Date _______________________________________ Printed Name

Closing Report & Discharge

700-00153 – Receipt (04/2012)Page 1 of 1 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No.: In re: R ECEIPT I certify that I have received from Name of Fiduciary who is the Fiduciary for this proceeding, the following property and/or cash: I accept this distribution of cash and/or property in: (check appropriate box) Full satisfaction of my interest in the estate. Partial satisfaction of my interest in the estate. Full satisfaction for all assets held for me during my guardianship. Date ______________________ Signature Printed Name Address Address Telephone Number

Receipt

700-00155 - Consent (03/2017) Page 1 of 1 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No.: In re: CONSENT I. ACTION OF THE COURT OR A PARTY TO WHICH CONSENT IS GIVEN (To be filled out by person seeking consent) Describe in detail the action for which consent is requested. Attach documents containing any request for action. _________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________ Dated: Signature II.CONSENT I, ___________________________________, an interested party in the above entitled action, consent to the following action to be taken by the Court or a party: _________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________ as described in more detail above. I understand that based on this consent the Court or the party may take the specified action with no further notice to me and without affording me an opportunity to be heard. Dated: Signature Print Address Telephone

Consent

700-00401 –Affidavit of Administration (12/2020) Page 1 of 1 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No.: In re: AFFIDAVIT OF ADMINISTRATION NOW COMES _________________________, Executor/Administrator of the Estate of _________________________, being duly sworn does state to the best of his/hers/their knowledge and belief the following: 1. There are no outstanding expenses of administration, or unpaid or unsatisfied debts, obligations, or claims attributable to the decedent’s estate; and 2. There are no taxes due to the State of Vermont, and a tax clearance has been received from the Vermont Department of Taxes; and 3. This affidavit is being filed not less than six months or more than a year after the date of my appointment as the executor/administrator of the estate; and 4. The administration of the estate has been completed in accordance with the provisions of sections 14 V.S.A. §1851 - §1854 _______________________________ ______________________________________________ Date Signature of Fiduciary ______________________________________________ Printed Name Signed and sworn to before me: Date Signature of Notary Public Expiration Date

Affidavit of Administration

700-00402 –Affidavit of Paid & Outstanding Funeral Expenses & Debts – Small Estates (12/2020) Page 1 of 1 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No.: In re: AFFIDAVIT OF PAID AND OUTSTANDING FUNERAL EXPENSES AND DEBTS FOR A SMALL ESTATE The undersigned Fiduciary, being duly sworn, states as follows: 1. The following is a list of paid funeral expenses and debts: __________________________________________ __________________________________________ __________________________________________ 2. The following is a list of known and reasonably ascertainable debts of the Decedent: __________________________________________ __________________________________________ __________________________________________ _______________________________ ______________________________________________ Date Signature of Fiduciary ______________________________________________ Printed Name Signed and sworn to before me: Date Signature of Notary Public Expiration Date

Affidavit of Paid & Outstanding Funeral Expenses and Debts for Small Estate

700-00406A –Petition to Waive Accounting (08/2021) Page 1 of 1 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No.: In re: PETITION TO WAIVE ACCOUNTING _________________________, Fiduciary, upon being duly sworn, petitions the Court to waive a formal accounting in this matter. In support of this petition, Executor states as follows: 1. All claims and other obligations of the estate have been satisfied 2. The only remaining asset(s) for distribution are: _______________________________ _______________________________ _______________________________ _______________________________ 3. The proposed distribution is as follows: To __________________________ in the amount of: $ _________________________ To __________________________ in the amount of: $ _________________________ To __________________________ in the amount of: $ _________________________ To __________________________ in the amount of: $ _________________________ 4. A Waiver of Final Accounting and Consent (form 700-00406B) has been filed with this petition by each party. 5. A Tax Clearnce from the Vermont Department of Taxes has been filed with the Court. WHEREFORE, Fiduciary asks the Court to waive the final accounting and to issue a Decree of Distribution in accordance with the proposed distribution outlined in section 3 of this petition. _______________________________ ______________________________________________ Date Signature of Interested Party ______________________________________________ Printed Name Signed and sworn to before me: Date Signature of Notary Republic Expiration Date _______________ _____________________________ __________________

Petition to Waive Accounting

700-00406B –Waiver of Final Accounting & Consent (12/2020)Page 1 of 1 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No.: In re: WAIVER OF FINAL ACCOUNTING AND CONSENT __________________________________________ The undersigned, _________________________, an interested party in this matter, hereby waives formal Final Accounting in this matter and consents to the following Proposed Distribution as requested in the Petition to Waive Accounting filed with this Court: A.The sum of $_______________ to _________________________; B.The sum of $_______________ to _________________________; and C.The sum of $_______________ to _________________________. _ ______________________________ ______________________________________________ Date Signature of Interested Party ______________________________________________ Printed Name

Waiver of Final Accounting and Consent

P_148 – Notice of Appearance (04/2015) Page 1 of 1 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No.: In re of : Notice of Appearance To the Register of the Probate Division: ☐ NOTICE FOR ATTORNEY ☐ I hereby enter my appearance for in this proceeding OR ☐ I will appear in this matter for the limited purpose of: ☐ NOTICE FOR SELF REPRESENTED I intend to represent myself in this proceeding and hereby enter my appearance with the Court. No attorney will represent me in this case unless an attorney or I notify the Court otherwise. I understand that it is my responsibility to: 1. Notify the Court in writing if I change my address or phone number; AND 2. Send copies of any papers I file with the Court to the other parties in this case. All court papers may be mailed to me by first class mail at the address listed below. My Street Address My Mailing Address (if different) Name Name Address Address Town/City State Zip Town/City State Zip Phone (Day) Phone (Evening) E-Mail Address ___________________________________ Signature: ____________________________________________ Date Printed Name: _________________________________________ (Name of Party)

Notice of Appearance

Form PE17 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No.___________________ In re ESTATE OF Decedent MOTION TO APPOINT SPECIAL ADMINISTRATOR Petitioner requests the Court appoint a special administrator to take charge of this estate for the following reasons: ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ Petitioner nominates the following named person: Proposed Special Administrator Mailing Address Telephone Number Email City, State, Zip DATE:_______________ PETITIONER SIGNATURE: __________________________________ Petitioner name – IF NOT NOMINATED SPECIAL ADMINISTRATOR Mailing Address City, State, Zip Telephone Number Email

Motion to Appoint Special Administrator

PE25 – Executor’s Refusal of Appointment (02/2015) Page 1 of 1 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No.: In re ESTATE OF EXECUTOR’S REFUSAL OF APPOINTMENT The undersigned, having been named in the Last Will and Testament, hereby DECLINES the appointment as Executor. DATE: __________________ SIGNATURE: ________________________________________ NAME MAILING ADDRESS CITY, STATE, ZIP Decedent

Executor’s Refusal of Appointment

PE32 – Notice to Creditors Page 1 of 1 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No.: In re ESTATE of : NOTICE TO CREDITORS To the Creditors of: _____________________________________________________________________, Decedent late of ___________________________________________________________________________. Decedent’s Town of Residence I have been appointed to administer this estate. All creditors having claims against the decedent or the estate must present their claims in writing within four (4) months of the first publication of this notice. The claim must be presented to me at the address listed below with a copy sent to the Court. The claim may be barred forever if it is not presented within the four (4) month period. Dated: Signature of Fiduciary ____________________________________ ________________________________ Executor/Administrator Mailing Address Phone Number Email City, State, Zip Name of Publication: Publication Date: Name of Probate Court: ________________________________________________ Address of Probate Court: ________________________________________________ ________________________________________________

Notice to Creditors

Form PE34 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No._____________________ In re ESTATE OF WRITTEN STATEMENT OF CLAIM DIRECTIONS: In the space below, state your claim against the estate. Your statement must include a description of the claim, the amount claimed and a description of the security for your claim, if any. You must attach documentation of your claim. Description of Claim Amount Owed Security for Claim, if any Documentation Attached? Y/N $ $ Use additional sheets if necessary. You must deliver or mail your claim to the Fiduciary (Administrator or Executor) of the Estate and you must file a copy with the Court. Name of Fiduciary Fiduciary’s Address Name and Address of Court Dated Signature Name Printed Address Phone Number ( ) Email Address Decedent

Written Statement of Claim

PE36 – Motion for License to Mortgage or Lease Real Estate (10/2014) Page 1 of 3 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No.: In re ESTATE of : Decedent MOTION FOR LICENSE TO MORTGAGE OR LEASE REAL ESTATE Part 1 Request for License I __________________________________ request a license to ☐ mortgage ☐ lease real estate of the decedent’s estate described as follows: Property Description Instructions: List each parcel separately using additional sheets if necessary. For each parcel, include the following information about the deed(s) transferring the property to the decedent. – the book and page number of the deed(s); the town where the deed is filed in the land records; and the name(s) of the grantor(s) and grantee(s) on the deed(s). _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ In support of this motion, I state: (complete the statement as appropriate.) MORTGAGE 1. It is necessary to mortgage the property because: ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ 2. The terms of the proposed mortgage are: a. Amount : $_____________________ b. Interest Rate: _________% c: Duration: __________ years __________ months Name of Fiduciary PE36 – Motion for License to Mortgage or Lease Real Estate (10/2014) Page 2 of 3 Signature of Fiduciary Fiduciary’s Name Printed Fiduciary’s Address Fiduciary’s Phone Number LEASE 1. It is necessary to lease the property because: ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ 2. The terms of the lease is __________ years __________ months 3. The proposed lessee is _________________________________________________________ Dated Part II: Oath At _____________________________ on ___________________, _______________________ appeared and made oath that the duties granted by this license shall be discharged faithfully, according to law, and in a manner that would be most beneficial to the estate. Date Signature of Register, Judge or Notary Public Expiration Date Town. State Date Name of Fiduciary PE36 – Motion for License to Mortgage or Lease Real Estate (10/2014) Page 3 of 3 Part III Consent of Interested Persons By our signatures, we, the heirs, surviving spouse, beneficiaries, devisees and legatees of the deceased, consent to the granting of this license. We understand that if all these persons do not sign below, a hearing will be scheduled by the court and notice of that hearing will be given to all interested persons. Signature Printed Name Date

Motion for License to Mortgage or Lease Real Estate

PE37 – Motion for License to Sell or Convey Personal Property (03/2015) Page 1 of 2 Signature of Fiduciary Fiduciary’s Name Printed Fiduciary’s Address Fiduciary’s Phone Number STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No.: In re ESTATE of : Decedent MOTION FOR LICENSE TO SELL OR CONVEY PERSONAL PROPERTY Part I: Request for License I __________________________________ request a license to sell or convey personal property of the decedent’s estate described as follows: Property Description In support of this motion, I state: (check the appropriate box and complete the statement as appropriate.) ☐ The proposed sale or conveyance is necessary or would be beneficial to the estate because: ☐ The decedent was under contract to sell or convey this personal property at the time of death. ☐ The sale or conveyance is authorized unĚĞƌ the provisions of Article _________ of the Will or its codicils, if any. Dated Name of Fiduciary PE37 – Motion for License to Sell or Convey Personal Property (03/2015) Page 2 of 2 Part II: Oath At _____________________________ on ___________________, _______________________ appeared and made oath that the duties granted by this license shall be discharged faithfully, according to law, and in a manner that would be most beneficial to the estate. Date Signature of Register, Judge or Notary Public Expiration Date Part III Consent of Interested Persons By our signatures, we, the heirs, surviving spouse, beneficiaries, devisees and legatees of the deceased, consent to the granting of this license. We understand that if all these persons do not sign below, a hearing will be scheduled by the court and notice of that hearing will be given to all interested persons. Signature Printed Name Date Town. State Date Name of Fiduciary

Motion for License to Sell or Convey Personal Property

Form PE38 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No._____________________ In re ESTATE OF MOTION FOR LICENSE TO MORTGAGE OR LEASE PERSONAL PROPERTY Part I. Request for License I, Name of Administrator/Executor request a license to: check appropriate box below  Mortgage  Lease personal property from decedent’s estate described as follows: Property Description If you need more space, additional sheets for the property list are available. See Form 37A In support of this motion, I state: (complete the statements below as appropriate.) MORTGAGE 1. It is necessary to mortgage the property because: 2. The terms of the mortgage are: a. Amount: $____________________ b. Interest rate: _________% c. Term: ________ months/years LEASE 1. It is necessary to lease the property because: 2. The term of the lease is _______ years months. Dated Signature of Fiduciary Fiduciary’s Name Printed Fiduciary’s Address Fiduciary’s Phone Number ( ) Decedent Part II: Oath Part III Consent of Interested Persons By our signatures, we, the heirs, surviving spouse, beneficiaries, devisees and legatees of the deceased, consent to the granting of this license. We understand that if all these persons do not sign below, a hearing will be scheduled by the court and notice of that hearing will be given to all interested persons. Signature Printed Name Date At Town, State on Date / / Name of Fiduciary appeared and made oath that the duties granted by this license shall be discharged faithfully, according to law and in a manner that would be most beneficial to the estate Date Signature of Register, Judge or Notary Public Expiration Date / /

Motion for License to Mortgage or Lease Personal Property

Form PE43 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No._____________________ Decedent I n re ESTATE OF FIDUCIARY REPORT ON LICENSE   Real Estate   Personal Property I, N ame of Fiduciary to the Court that on report Date cas: , the property desribed below w  Private Sale Sold at  P  ublic Auction  $_______________ Sale Price:  e Conveyed Mortgag  Leased d Property Description (describe only the property that has been sold, conveyed, mortgage or ased): le his transaction was authorized by a License issued n T D ate of License o Dated Signature of Fiduciary Fiduciary’s Name Printed Fiduciary’s Address Fiduciary’s Pho ( ) ne Number

Report on License to Sell, Convey, Mortgage or Lease Real Estate or Personal Property

Form PE45 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No.______________________ In re ESTATE OF MOTION FOR EXTENSION OF TIME I request that the Court extend the date for the filing of Insert name of document for days, until Enter new deadline for filing: This extension is needed because: Briefly explain the reason for the extension Dated Signature of Fiduciary Fiduciary’s Name Printed Entry Order  Granted. The date is extended as requested.  Denied.  Scheduled for hearing on: _______________ at _________ am/pm.  Other: Date: Signature of Judge Judge Judge Unit Unit, Probate Division Decedent

Motion for Extension of Time

PE56 – Summary of Account (01/2016) Page 1 of 5 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No.: In re ESTATE of : SUMMARY OF ACCOUNT I am the fiduciary of the estate of the above named decedent. I hereby account to the Court for the period beginning and ending Date of Your Appointment as Fiduciary or Date of Last Accounting End Date for This Accounting Period  This is an interim account.  This is a final account. ACCOUNTING WORKSHEET Complete the Schedules in Worksheet A, B and C first. For each schedule (A1-A7, B1-B6 and C1-C2) that you enter an amount greater than 0, you MUST include an itemized accounting on a separate sheet of paper. Once you total the amount for each section, you must then record those totals on the Summary of Account on page 3. You must complete all sections top and bottom. If there is no value, please indicate with a zero. SECTION A – ASSETS and RECEIPTS Schedule Value A-1 Personal estate: (per inventory value or last account) $ A-2 Real estate: (per inventory value or last account) $ A-3 Gain on personal estate sold (attach itemized list) $ A-4 Gain on real estate sold (attach itemized list) $ A-5 Income to estate since inventory last account (attach itemized list) $ A-6 Personal and/or real estate not listed on inventory (attach itemized list) $ A-7 Monies advanced to estate (attach itemized list) $ TOTAL ASSETS AND RECEIPTS Add all lines in Section A $ PE56 – Summary of Account (01/2016) Page 2 of 5 SECTION B – DISBURSEMENTS You must complete all sections top and bottom. If there is no value, please indicate with a zero. List only disbursements since estate opened or last account. Schedule B-1 Funeral and burial expenses (attach itemized list) $ B-2 Loss on personal estate sold (attach itemized list) $ B-3 Loss on real estate sold (attach itemized list) $ B-4 Paid debts (attach itemized list) $ B-5 Distribution(s) to Legatee(s) (attach itemized list) $ B-6 Support for surviving spouse or children (attach itemized list) $ B-7 Administrative expenses (attach itemized list) $ B-8 Attorney fees ( attach itemized statement) $ B-9 Fiduciary fees (attach itemized statement) $ B-10 Other disbursements (attach itemized list) $ TOTAL DISBURSEMENTS Add all lines in Section B $ SECTION C –BALANCE HELD BY FIDUCIARY C-1 Personal Estate: Include values for cash in bank accounts, stocks, bonds, cars, etc. If real estate has been sold, include the net proceeds from the sale. (attach itemized list) $ C-2 Real Estate: Include the value of any real property. If there is no real estate or if all real estate has been sold, enter zero. The proceeds from any real estate that has been sold should be entered on line C-1. (attach itemized list) $ TOTAL BALANCE HELD BY FIDUCIARY Add line C-1 and C-2 $ PE56 – Summary of Account (01/2016) Page 3 of 5 SECTION D –PROPOSED DISTRIBUTION For Final Accounting Only Name of Beneficiary Specific Description of Asset(s) To be Distributed to Beneficiary e.g. If assets are in an account, include name of bank and account number; if assets consist of stocks, provide the name and the number of shares. Description should match the description in the Inventory. Value of Asset(s) to be Distributed $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ TOTAL VALUE DISTRIBUTED $ PE56 – Summary of Account (01/2016) Page 4 of 5 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No.: In re ESTATE of : SUMMARY OF ACCOUNT  This is an interim account.  This is a final account. ACCOUNT SUMMARY (totals taken from accounting worksheet(s) Sections A through C) 1. TOTAL ASSETS and RECEIPTS from Section A $ 2. TOTAL DISBURSEMENTS from Section B $ 3. BALANCE HELD BY FIDUCIARY Subtract Line (2) from Line (1) $ REAL ESTATE Value of real estate not sold $ PERSONAL ESTATE Include value of all personal property including cash, stocks, bonds, cars, etc. $ Date Signature of Fiduciary Printed Name Signature of Co-Fiduciary (if any) Printed Name of Co-Fiduciary Subscribed and sworn before me on: date Signature of Notary My commission expires on: STOP: Did you include an itemized list for each schedule where the value you recorded was greater than zero? The itemized lists must be attached to this form when you file it. At the top of each list, please indicate clearly the Section of the Form, the Schedule letter and number (e.g. A-1) and the type of asset, receipt or disbursement (e.g. Section B, Schedule B-3, Paid Debts). PE56 – Summary of Account (01/2016) Page 5 of 5 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No.: In re ESTATE of : MOTION TO ALLOW ACCOUNT I/We, request that the court allow the account for the estate as set forth in the attached Summary of Account. I have attached an itemized list for each schedule that has a value greater than zero. Signature of Fiduciary Dated Fiduciary’s Name Printed Signature of Second Fiduciary if applicable Dated Fiduciary’s Name Printed Note: all fiduciaries must sign. ______________________

Summary of Account with Schedules & Motion to Allow Account

PE57m – Motion for Decree of Partial Distribution (09/2014) Page 1 of 2 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No.: In re ESTATE of : MOTION FOR DECREE OF PARTIAL DISTRIBUTION Part I. Request for Partial Distribution I, ______________________________________ request that the Court issue a Decree of Partial Distribution described as follows: Property Description Instructions: List property to be distributed and person to whom it should be transferred. Property Description Beneficiary/Devisee/Legatee In support of this motion, I state:  The funeral charges and all known debts of the decedent have been paid.  There are sufficient assets reserved to allow for the maintenance of the family of the deceased and support of the decedent’s children under seven years of age.  The decedent’s spouse’s interest in the real estate and share in the personal estate have been assigned or sufficient assets are reserved for that purpose.  There are sufficient assets reserved to cover anticipated administrative expenses and taxes. PE57m – Motion for Decree of Partial Distribution (09/2014) Page 2 of 2 I understand that in the event the assets remaining in my hands after the requested distribution is made are insufficient to satisfy the ultimate expenses and charges against the estate, those persons having received these distributions shall be liable to repay the estate on a pro rata basis. I further understand that if I cannot collect against a person, the amount not recovered shall be equitably apportioned by the Court among the other persons subject to apportionment. Dated Signature of Fiduciary Fiduciary’s Name Printed Fiduciary’s Address Fiduciary’s Phone Number Part ll. Oath At Town, State on Date Name of Fiduciary appeared and made oath that the statements contained in the foregoing affidavit correctly state the facts based upon the fiduciary’s knowledge, information and belief. Date Signature of Register, Judge or Notary Public Expiration Date

Motion for Decree of Partial Distribution

Form PE58A STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No._____________________ In re ESTATE OF VERIFIED PETITION FOR ISSUANCE OF CERTIFICATE OF PRESUMED DEATH I, Name of Petitioner state that Name of Person : 1. Was a resident of this probate unit; 2. Has been absent for a continuous period of five years; 3. Has not been heard from or, after diligent search, been seen, during this period; and 4. There is no satisfactory explanation for this person’s absence. 5. This person was last seen alive on Date I am related to Name of Decedent in that I am his/her Spouse, child, other near relative To the best of my knowledge, and belief, the following statements are true about this person: Date of Birth / / Birthplace (Town and State) Marital Status Mother/Parent’s Birth Name Father/Parent’s Birth Name Spouse/Civil Union Partner Last Residence Ever in U.S. Armed Forces Veteran of Any War Occupation Business/Industry Education Hispanic Origin Race Sex Therefore, I request the Court to direct the Chief Medical Examiner to complete and sign a certificate of presumed death of this person. Attached are: (1) Entry fee of payable to “Vermont Superior Court” [see instructions] (2) One or more affidavits of diligent search for the person. (3) List of Interested Persons [Probate Form 2] PETITIONER SIGNATURE: Petitioner Signature Date Petitioner name Mailing Address City, State, Zip Telephone Number Email $____________ Decedent Consent of Interested Persons By our signatures below, we, the interested persons in any estate of the absent person who is the subject of this petition, consent to this petition. We understand that, if all the interested persons do not sign below, a hearing may be scheduled by the Court and notice of that hearing will be given to all interested persons by the petitioner or the Court. Signature Printed Name Date Oath At Town, State on Date / / Name of Petitioner appeared and made oath that the foregoing statements are true to the best of the petitioner’s knowledge, information and belief and that, insofar as based on information, the petitioner believes this information to be true. Date Signature of Register, Judge or Notary Public Expiration Date / /

Petition for Issuance of Certificate of Presumed Death

Form PE37A Addendum to Motion for License to Sell or Convey Personal Property n re Estate of: I Docket No. Property Description Description of Any Liens Amount of Lien Fair Market Value of Property

Addendum to Motions related to Personal Property

PE57A – Final Decree of Distribution (06/2018)Page 1 of1 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No.: In re ESTATE of : Decedent FINAL DECREE OF DISTRIBUTION ☐Real Property☐Personal Property _has submitt ed a final account and Motion f or Name of Fiduciary Decree of Final Distribution. The Court finds that: 1.Due notice has been given to the interested persons pursuant to statute and the rules of probate procedures. 2.Debts and funeral charges of the decedent, taxes and expenses of administration have been paid. Therefore, the Court DECREES that the remaining property be distributed as follows: TO HAVE A ND TO HOLD the same to hi m/her/them and his/her/their heirs, successors and assigns forever. The Fiduciary is ordered to pay over and deliver the property according to this decree. Dated: Signed Probate Judge

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