Probate Information Form

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

Probate Information Form is a commonly used form within Virginia. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

Atticus Fast Facts About Probate Information Form

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Probate Information Form:

• This form pertains to the State of Virginia

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about Virginia’s Form CC-1650 - Probate Information Form up to date, certain details can change from time-to-time with little or no communication.

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

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

Step 2 - Complete the Document

Fill out all relevant fields in Form CC-1650, take a break, and then review. Probate and estate settlement processes in VA are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form CC-1650 online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form CC-1650 witnessed or notarized (if required)

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

Step 4 - Submit Probate Information Form to the relevant office

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

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

Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?

👉 Find and Contact your Local Probate Court

👉 What is a Domicile Jurisdiction?

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

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

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

5 reasons you should submit CC-1650 as quickly as possible:

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

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

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

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

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

If you’re not using Atticus to get specific forms, deadlines, and timelines for Virginia probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local Virginia probate clerk or court for exact answers regarding Form CC-1650, and when in doubt— consult a qualified trust & estates lawyer for that area.

Probate Information Form is one of the many probate court forms available for download through Atticus.

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

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form CC-1650 - Probate Information Form f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the Virginia probate court office.

Probate Information Form is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any Virginia-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

Here’s the text, verbatim, that is found on Virginia Form CC-1650 - Probate Information Form. You can use this to get an idea of the context of the form and what type of information is needed.

PROBATE INFORMATION FORM Court File No.: COMMONWEALTH OF VIRGINIA (For appointment of executor, administrator, curator, and/or probate of a will without qualification.) Circuit Court of 1. Decedent's full name [ ] Married [ ] Single [ ] Divorced [ ] Widowed 2. Decedent's Residence address at death (street, city, state) Date and place of death 3. Date of birth 4. Proof of death: [ ] Death certificate [ ] Obituary [ ] Other (specify) 5. The decedent died: [ ] with a will [ ] without a will. Date of will (and codicils) 6. Requested action: appointment of [ ] administrator [ ] executor [ ] curator [ ] probate of will 7. Name of person making request 8. Mailing address 9. Basis for request: [ ] executor named in will [ ] sole distributee [ ] other distributee [ ] creditor [ ] other 10. Name of person seeking appointment Night telephone11. Day telephone 12. Residence address 13. Mailing address, if different 14. Name of any additional person seeking appointment 15. Day telephone Night telephone 16. Residence address 17. Mailing address, if different 18. Name of assisting attorney, if anyTelephone 19. Attorney's mailing address 20. The total value of the decedent's real and personal estate [ ] did [ ] did not exceed $15,000 on the date of death. I hereby certify that to the best of my knowledge and belief this is an accurate statement of facts, and I acknowledge a continuing legal duty to report any later discovered errors or inconsistencies to the Clerk of Court. DATE PRINTED NAME OF REQUESTING PERSONSIGNATURE OF REQUESTING PERSON INFORMATION TO BE FURNISHED BY EACH PERSON SEEKING APPOINTMENT 21. Are you a person under a disability? [ ] yes [ ] no. (See Instructions for explanation.) 22. Have you ever been convicted of a felony? [ ] yes [ ] no. 23. Have you ever filed for bankruptcy? [ ] yes [ ] no. 24. Are you now, or have you ever been, an attorney at law in Virginia or elsewhere? [ ] yes [ ] no. (if yes, and you do not now possess an active license from the Virginia State Bar, explain the details on a separate sheet of paper.) I (we) hereby certify that to the best of my (our) knowledge and belief this is an accurate statement of facts, and I (we) acknowledge a continuing duty to report any later discovered errors or inconsistencies to the Clerk of Court. DATE PRINTED NAME OF REQUESTING PERSON SIGNATURE OF REQUESTING PERSON DATE PRINTED NAME OF REQUESTING PERSON SIGNATURE OF REQUESTING PERSON FORM CC-1650 (PAGE ONE OF ONE) 7/03 PDF -