Estate Forms

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Guides/Forms: Estate

Estate Account Checklist

Estate Ancillary Administration Checklist

Estate Authenticated Work Checklist

Estate Certificate of Transfer Only Checklist

Estate Full Administration without Will Checklist

Estate Full Administration with Will Checklist

Estate Insolvency Checklist

Estate Inventory and Transfer Checklist

Estate Land Sale Proceeding Checklist and Forms

Estate Lost Spoliated Destroyed Will Checklist

Estate Release from Administration Checklist

Estate Reopen Checklist

Estate Special Administrator Checklist

Estate Summary Insolvency Checklist

Estate Summary Release Checklist

Estate Will Record Only Checklist

Estate Wrongful Death Checklist

1.0

Surviving Spouse, Children, Next of Kin, Legatees and Devisees

2.0

Application to Probate Will

2.1

Waiver of Notice of Probate of Will

2.2

Notice of Probate of Will

2.3

Entry Admitting Will to Probate

2.4

Certificate of Service of Notice of Probate of Will

3.0

Appointment of Appraiser

4.0

Application for Authority to Administer Estate

4.1

Supplemental Application for Ancillary Administration

4.2

Fiduciary's Bond

4.3

Waiver of Right to Administer

4.3(A)

Waiver of Right to Administer and Notice of Hearing

4.4

Notice and Citation of Hearing on Appointment of Fiduciary

4.5

Entry Appointing Fiduciary; Letters of Authority

5.0

Application to Relieve Estate from Administration

5.1

Assets and Liabilities of Estate to be Relieved from Administration

5.2

Waiver of Notice of Application to Relieve Estate from Administration

5.3

Notice of Application to Relieve Estate from Administration

5.4

Publication of Notice

5.6

Entry Relieving Estate from Administration

5.10

Summary Release from Administration

5.11

Entry Granting Summary Release from Administration

6.0

Inventory and Appraisal

6.1

Schedule of Assets

6.2

Waiver of Notice of Hearing on Inventory

6.3

Notice of Hearing on Inventory

6.3(A)

Certificate of Service of Hearing on Inventory

6.3(B)

Return for Certificate of Service of Inventory

6.4

Entry Approving Inventory and Appraisal

7.0

Certification of Notice to Administrator of Medicaid Estate Recovery Program

7.0(A)

Notice to Administrator of Medicaid Estate Recovery

7.1

Application for Family Allowance

7.2

Application for Apportionment of Family Allowance

8.0

Citation to Surviving Spouse to Exercise Elective Rights

8.1

Election of Surviving Spouse to Take Under Will

8.2

Election of Surviving Spouse to Take Against Will

8.3

Summary of General Rights of Surviving Spouse

8.4

Certificate of Service and Notice of Citation to Surviving Spouse to Exercise Elective Rights

8.5

Return for Certificate of Service of Citation to Surviving Spouse to Exercise Elective Rights

8.6

Waiver of Service to Surviving Spouse of the Citation to Elect

9.0

Application to Sell Personal Property

9.2

Notice of Sale of Personal Property

10.0

Application to Distribute in Kind

10.2

Notice of Hearing on Application to Distribute in Kind

11.0

Consent to Power to Sell Real Estate

12.0

Application for Certificate of Transfer

12.1

Certificate of Transfer

13.0

Fiduciary's Account

13.1

Receipts and Disbursements

13.2

Assets Remaining in Fiduciary's Hands

13.3

Entry Approving and Settling Account

13.4

Waiver of Partial Account

13.5

Notice of Hearing on Account

13.6

Certificate of Termination

13.7

Waiver of Notice of Hearing on Account

13.7(A)

Waiver of Notice of Hearing and Consent to Account

13.8

Application to Extend Administration

13.9

Certificate of Service of Account to Heirs or Beneficiaries

13.10

Notice to Extend Administration

14.0

Application to Approve Settlement and Distribution of Wrongful Death and Survival Claims

14.1

Waiver and Consent Wrongful Death and Survival Claims

14.2

Entry Approving Settlement and Distribution of Wrongful Death and Survival Claims

14.3

Report of Distribution of Wrongful Death and Survival Claims

24.0

Representation of Insolvency

24.1

Judgment Entry Setting Hearing and Ordering Notice

24.2

Notice of Hearing on Representation of Insolvency and Schedule of Claims

24.3

Verification of Service Notice of Hearing on Representation of Insolvency and Schedule of Claims

24.4

Schedule of Claims

24.6

Judgment Entry of Insolvency

29.0

Application to Release Medical Records

29.1

Entry Authorizing Release of Medical Records

29.2

Report on Receipt of Medical Records

29.3

Notice of Application to Release Medical Records

29.4

Waiver of Notice/Consent

56.1(A)

Application for Extension of Time to File (Estate)

56.1(B)

Entry Regarding Extension of Time to File (Estate)

59.3(A)

Application to File Will for Record Only

60.1(A)

Application for Appointment as Special Administrator

60.1(B)

Fiduciary Acceptance of Special Administrator

60.1(C)

Entry Appointing Special Administrator

60.1(D)

Letters of Authority for Special Administrator

60.1(E)

Notice of Appointment of Special Administrator

60.1(F)

Waiver of Notice of Special Administrator

60.2(A)

Notice of Appointment for Wrongful Death or Survival Action

60.2(B)

Fiduciary Acceptance

60.3(A)

Supplemental Application for Nonresident Fiduciary

60.3(B)

Entry Regarding Supplemental Application for Nonresident Fiduciary

60.3(C)

Verification of Receipt and Deposit

60.3(D)

Application for Exception to Local Rule 60.3(B) for Nonresident Fiduciary

60.3(E)

Consent to Appointment of Nonresident Fiduciary

60.3(F)

Entry Regarding Exception from Local Rule 60.3(B) for Nonresident Fiduciary

62.2(A)

Representation of Summary Insolvency

62.2(B)

Judgment Entry of Summary Insolvency

64.2(A)

Certificate Closing Estate Wrongful Death or Survival Action

64.2(B)

Status Report (Regular Estate)

64.2(C)

Status Report (Wrongful Death Survival Claim

71.2(A)

Application for Authority to Pay Attorney Fees (Estate)

71.2(B)

Entry Authorizing Payment of Attorney Fees (Estate)

71.2(C)

Attorney Fee Guideline

71.2(D)

Fiduciary's Consent to Payment of Attorney Fees

71.2(E)

Consent to Payment of Attorney Fees

72.1(A)

Application for Authority to Pay Executor or Administrator Additional Compensation

72.1(B)

Entry Authorizing Payment of Additional Executor or Administrator Compensation

72.1(C)

Statutory Fiduciary Fee Computation

72.1(D)

Consent to Payment of Additional Compensation to Executor or Administrator

75.1

Self-Representation Acknowledgment

75.2(A)

Application to Dispense with Fiduciary's Bond

75.2(B)

Entry Regarding Fiduciary's Bond

75.3

Contact Information Form

78.1(A)

Request for Review Hearing (Estate)

78.8(A)

Application to Voluntarily Withdraw as Fiduciary

78.8(B)

Entry Regarding Application to Voluntarily Withdraw as Fiduciary

78.8(C)

Notice of Involuntary Withdrawal of Fiduciary

78.9(A)

Application to Voluntarily Withdraw as Legal Counsel

78.9(B)

Entry Regarding Withdrawal as Legal Counsel

78.9(C)

Notice of Involuntary Withdrawal of Legal Counsel

99.1(A)

Application to Reopen Estate and Appoint Successor Fiduciary

99.1(B)

Entry Granting Application to Reopen Estate and Appoint Successor Fiduciary

99.1(C)

Application to Reopen Estate and Reappoint Fiduciary

99.1(D)

Entry Approving Application to Reopen Estate and Reappointing Fiduciary

100.1(A)

Application for Transfer of Motor Vehicle

100.1(B)

Application for Transfer of Watercraft Etc.

100.1(D)

Application to Admit Foreign Records

100.1(E)

Entry Admitting Foreign Records

100.1(H)

Report of Newly Discovered Assets

100.2(A)

Acknowledgment of Receipt of Copy of Account

100.3(A)

Application to Probate Lost, Spoliated, or Destroyed Will

100.3(B)

Acknowledgment of Application to Admit Lost, Spoliated, or Destroyed Will and Waiver of Notice of Application

100.3(C)

Notice of Application to Admit Lost, Spoliated or Destroyed Will to Probate

100.3(D)

Affidavit of Witness to Execution of Will

100.3(E)

Judgment Entry Setting Hearing on Application to Probate Lost, Spoliated, or Destroyed Will

100.3(F)

Entry Admitting Lost, Spoliated or Destroyed Will to Probate

101.1(D)

Report of Distribution