Guides/Forms: Estate
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 Inventory and Transfer Checklist
Estate Land Sale Proceeding Checklist and Forms
• Accessible Online version
• Printable PDF version
Estate Lost Spoliated Destroyed Will Checklist
Estate Release from Administration Checklist
Estate Special Administrator Checklist
Estate Summary Insolvency Checklist
Estate Summary Release Checklist
1.0
Surviving Spouse, Children, Next of Kin, Legatees and Devisees
2.0
2.1
Waiver of Notice of Probate of Will
2.2
2.3
Entry Admitting Will to Probate
2.4
Certificate of Service of Notice of Probate of Will
3.0
4.0
Application for Authority to Administer Estate
4.1
Supplemental Application for Ancillary Administration
4.2
4.3
4.3(A)
Waiver of Right to Administer and Notice of Hearing
• Accessible Online version
• Printable PDF version
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
5.6
Entry Relieving Estate from Administration
5.10
Summary Release from Administration
5.11
Entry Granting Summary Release from Administration
6.0
6.1
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
• Accessible Online version
• Printable PDF version
6.3(B)
Return for Certificate of Service of Inventory
• Accessible Online version
• Printable PDF version
6.4
Entry Approving Inventory and Appraisal
• Accessible Online version
• Printable PDF version
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
13.0
13.1
13.2
Assets Remaining in Fiduciary's Hands
13.3
Entry Approving and Settling Account
13.4
13.5
13.6
13.7
Waiver of Notice of Hearing on Account
13.7(A)
Waiver of Notice of Hearing and Consent to Account
• Accessible Online version
• Printable PDF version
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
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
24.6
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
56.1(A)
Application for Extension of Time to File (Estate)
• Accessible Online version
• Printable PDF version
56.1(B)
Entry Regarding Extension of Time to File (Estate)
• Accessible Online version
• Printable PDF version
59.3(A)
Application to File Will for Record Only
• Accessible Online version
• Printable PDF version
60.1(A)
Application for Appointment as Special Administrator
• Accessible Online version
• Printable PDF version
60.1(B)
Fiduciary Acceptance of Special Administrator
• Accessible Online version
• Printable PDF version
60.1(C)
Entry Appointing Special Administrator
• Accessible Online version
• Printable PDF version
60.1(D)
Letters of Authority for Special Administrator
• Accessible Online version
• Printable PDF version
60.1(E)
Notice of Appointment of Special Administrator
• Accessible Online version
• Printable PDF version
60.1(F)
Waiver of Notice of Special Administrator
• Accessible Online version
• Printable PDF version
60.2(A)
Notice of Appointment for Wrongful Death or Survival Action
• Accessible Online version
• Printable PDF version
60.2(B)
Fiduciary Acceptance
• Accessible Online version
• Printable PDF version
60.3(A)
Supplemental Application for Nonresident Fiduciary
• Accessible Online version
• Printable PDF version
60.3(B)
Entry Regarding Supplemental Application for Nonresident Fiduciary
• Accessible Online version
• Printable PDF version
60.3(C)
Verification of Receipt and Deposit
• Accessible Online version
• Printable PDF version
60.3(D)
Application for Exception to Local Rule 60.3(B) for Nonresident Fiduciary
• Accessible Online version
• Printable PDF version
60.3(E)
Consent to Appointment of Nonresident Fiduciary
• Accessible Online version
• Printable PDF version
60.3(F)
Entry Regarding Exception from Local Rule 60.3(B) for Nonresident Fiduciary
• Accessible Online version
• Printable PDF version
62.2(A)
Representation of Summary Insolvency
• Accessible Online version
• Printable PDF version
62.2(B)
Judgment Entry of Summary Insolvency
• Accessible Online version
• Printable PDF version
64.2(A)
Certificate Closing Estate Wrongful Death or Survival Action
• Accessible Online version
• Printable PDF version
64.2(B)
Status Report (Regular Estate)
• Accessible Online version
• Printable PDF version
64.2(C)
Status Report (Wrongful Death Survival Claim
• Accessible Online version
• Printable PDF version
71.2(A)
Application for Authority to Pay Attorney Fees (Estate)
• Accessible Online version
• Printable PDF version
71.2(B)
Entry Authorizing Payment of Attorney Fees (Estate)
• Accessible Online version
• Printable PDF version
71.2(C)
Attorney Fee Guideline
• Accessible Online version
• Printable PDF version
71.2(D)
Fiduciary's Consent to Payment of Attorney Fees
• Accessible Online version
• Printable PDF version
71.2(E)
Consent to Payment of Attorney Fees
• Accessible Online version
• Printable PDF version
72.1(A)
Application for Authority to Pay Executor or Administrator Additional Compensation
• Accessible Online version
• Printable PDF version
72.1(B)
Entry Authorizing Payment of Additional Executor or Administrator Compensation
• Accessible Online version
• Printable PDF version
72.1(C)
Statutory Fiduciary Fee Computation
• Accessible Online version
• Printable PDF version
72.1(D)
Consent to Payment of Additional Compensation to Executor or Administrator
• Accessible Online version
• Printable PDF version
75.1
Self-Representation Acknowledgment
• Accessible Online version
• Printable PDF version
75.2(A)
Application to Dispense with Fiduciary's Bond
• Accessible Online version
• Printable PDF version
75.2(B)
Entry Regarding Fiduciary's Bond
• Accessible Online version
• Printable PDF version
75.3
Contact Information Form
• Accessible Online version
• Printable PDF version
78.1(A)
Request for Review Hearing (Estate)
• Accessible Online version
• Printable PDF version
78.8(A)
Application to Voluntarily Withdraw as Fiduciary
• Accessible Online version
• Printable PDF version
78.8(B)
Entry Regarding Application to Voluntarily Withdraw as Fiduciary
• Accessible Online version
• Printable PDF version
78.8(C)
Notice of Involuntary Withdrawal of Fiduciary
• Accessible Online version
• Printable PDF version
78.9(A)
Application to Voluntarily Withdraw as Legal Counsel
• Accessible Online version
• Printable PDF version
78.9(B)
Entry Regarding Withdrawal as Legal Counsel
• Accessible Online version
• Printable PDF version
78.9(C)
Notice of Involuntary Withdrawal of Legal Counsel
• Accessible Online version
• Printable PDF version
99.1(A)
Application to Reopen Estate and Appoint Successor Fiduciary
• Accessible Online version
• Printable PDF version
99.1(B)
Entry Granting Application to Reopen Estate and Appoint Successor Fiduciary
• Accessible Online version
• Printable PDF version
99.1(C)
Application to Reopen Estate and Reappoint Fiduciary
• Accessible Online version
• Printable PDF version
99.1(D)
Entry Approving Application to Reopen Estate and Reappointing Fiduciary
• Accessible Online version
• Printable PDF version
100.1(A)
Application for Transfer of Motor Vehicle
• Accessible Online version
• Printable PDF version
100.1(B)
Application for Transfer of Watercraft Etc.
• Accessible Online version
• Printable PDF version
100.1(D)
Application to Admit Foreign Records
• Accessible Online version
• Printable PDF version
100.1(E)
Entry Admitting Foreign Records
• Accessible Online version
• Printable PDF version
100.1(H)
Report of Newly Discovered Assets
• Accessible Online version
• Printable PDF version
100.2(A)
Acknowledgment of Receipt of Copy of Account
• Accessible Online version
• Printable PDF version
100.3(A)
Application to Probate Lost, Spoliated, or Destroyed Will
• Accessible Online version
• Printable PDF version
100.3(B)
Acknowledgment of Application to Admit Lost, Spoliated, or Destroyed Will and Waiver of Notice of Application
• Accessible Online version
• Printable PDF version
100.3(C)
Notice of Application to Admit Lost, Spoliated or Destroyed Will to Probate
• Accessible Online version
• Printable PDF version
100.3(D)
Affidavit of Witness to Execution of Will
• Accessible Online version
• Printable PDF version
100.3(E)
Judgment Entry Setting Hearing on Application to Probate Lost, Spoliated, or Destroyed Will
• Accessible Online version
• Printable PDF version
100.3(F)
Entry Admitting Lost, Spoliated or Destroyed Will to Probate
• Accessible Online version
• Printable PDF version
101.1(D)
Report of Distribution
• Accessible Online version
• Printable PDF version
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