Get Summary Administration

Filling out the Summary Administration form can be a straightforward process when approached step by step. This guide provides clear instructions on how to complete the form accurately and effectively, making the online filing easier for users with various levels of legal knowledge.

Follow the steps to complete the Summary Administration online

1. To begin, press the ‘Get Form’ button to access the Summary Administration form and open it in your preferred document editor.
2. Identify the section for Petitioner information. Fill in the name of the person submitting the petition, along with their contact details, including street address, city, state, and zip code.
3. Complete the deceased individual’s information. Specify their name, social security number, last known address, and the date of death. Ensure all provided details are accurate.
4. Indicate whether the deceased left a will. If a will exists, confirm its status regarding deposit with the Clerk's office and attach the death certificate.
5. In the eligibility section, check the appropriate criteria that apply to the case, such as whether the estate value is below $75,000 or if the decedent has been deceased for more than two years.
6. List all assets of the estate, their estimated values, and any exemptions for homesteads. Clearly detail any known obligations and expenses of the estate, including funeral and medical expenses.
7. Document any debts owed to creditors, providing their names, addresses, and amounts due, as well as any proposed plans for payment.
8. Include details of all individuals entitled to receive distributions from the estate. Populate their names, addresses, relationships to the deceased, and any asset distribution associated with them.
9. Conclude by reviewing the form for accuracy, signing under penalties of perjury, and ensuring any required notarization is completed.
10. Once all information is thoroughly completed, you can save your changes, download, print, or share the completed form online.

Complete your Summary Administration form online today and ensure a smooth filing process.