Get (rev. 6/98) Report Of Estate Not Fully Distributed (22 ... - Nycourts

This guide provides detailed instructions for filling out the (Rev. 6/98) Report of estate not fully distributed, commonly required by the Surrogate’s Court. It aims to assist users in accurately completing the form while ensuring compliance with estate administration regulations.

Follow the steps to effectively complete the form.

1. Press the ‘Get Form’ button to access the Report of estate not fully distributed. This will open the form in your editor of choice, enabling you to start the filling process.
2. In the 'Estate of' field, enter the name of the deceased person for whom you are filing this report.
3. Provide the 'File No.' as assigned by the court. This number is crucial for tracking the estate's progress.
4. Record the 'Date of issuance of first permanent letters' accurately, as this date is significant for the timeline of the estate administration.
5. Fill in the 'Approximate amount of gross estate' in the designated area. This value is an important detail representing the total estate before any distributions.
6. Enter the 'Approximate amount that has been distributed to beneficiaries.' This amount reflects what has already been allocated to heirs.
7. Document the 'Approximate amount remaining in fiduciary’s hands at present.' This indicates what is still being managed.
8. In the section regarding reasons for not fully distributing the estate, briefly describe the circumstances along with the expected date by which complete distribution may occur.
9. Insert the 'Date of this report' to establish when the report is being filed.
10. Fill in your information as the fiduciary, including your name and address. Ensure your phone number is also recorded.
11. Lastly, if applicable, include details of the attorney for the fiduciary, including their address and phone number.
12. Review all entries for accuracy. Once confirmed, you may save, download, print, or share the completed form as needed.

Take the next step in estate management by completing your report online today.