Follow the steps to fill out the Summary Administration Checklist online

1. Press the ‘Get Form’ button to access the Summary Administration Checklist and open it in the designated online editor.
2. Enter the probate case number and the date of death at the top of the form. This information is crucial for identifying the case.
3. Fill in the name of the estate for which you are filing the checklist. Ensure it matches the name on the will, if applicable.
4. Provide the name of the attorney of record to establish legal representation.
5. Indicate whether the estate is testate, intestate, or ancillary by checking the appropriate box.
6. For the original will, mark whether it has been filed by checking ‘Yes’, ‘No’, or ‘N/A’, and provide details if ‘Other’ is selected.
7. Next, respond to whether a death certificate has been filed and specify if it was recorded in public records.
8. In the personal representative section, indicate how they were appointed—either as named in the will or selected by a majority, and confirm if waivers are attached.
9. For intestate estates, indicate the spouse or nearest heir in degree and note if waivers are attached.
10. Mark if an affidavit of heirs has been filed, and provide verification details.
11. Specify the non-exempt estate value, selecting whether it is less than or $75,000 or more.
12. Answer if a petition for summary administration has been verified and if the will requires formal administration.
13. Provide details about the surviving spouse and whether they have signed the petition for summary administration.
14. List the names, addresses, relationships, and dates of birth (if minors) of all beneficiaries.
15. Document any other interested parties including creditors and specify their relationship to the decedent.
16. Confirm whether notice of the petition for summary administration has been given and if all consents have been obtained.
17. Indicate if a petition to determine homestead has been filed and whether a proposed order has been drafted.
18. Check with local and state officials regarding unclaimed property belonging to the decedent.
19. If creditors exist, answer questions related to the notice to creditors and claims filed.
20. Finally, certify the checklist by signing and dating as required, including attorney details.

Complete the Summary Administration Checklist online to ensure your probate process proceeds smoothly.