Get Instructions For Summary Release From ... - Probatect

This guide provides detailed instructions for users on how to fill out the INSTRUCTIONS FOR SUMMARY RELEASE FROM ADMINISTRATION. Following these steps will help ensure that you complete the form accurately and efficiently.

Follow the steps to complete your summary release form.

1. Click on the ‘Get Form’ button to access the form and open it in your document management system.
2. Begin by completing the 'Application for Summary Release from Administration' form (5.10). Fill out both sides and ensure that a magistrate or Notary Public notarizes your acknowledgment.
3. Complete the 'List of Surviving Spouse, Next of Kin, Legatees & Devisees' form (1.0). On the front, list all next of kin eligible to inherit in the absence of a will. Ensure you provide complete addresses for all individuals listed.
4. On Page 2 of Form 1.0, include all individuals named in the will, if applicable. It is crucial to list all children of the decedent on the front, even if the estate goes entirely to the surviving spouse.
5. Fill out the 'Certification of Wills on Deposit' form (1.02), regardless of whether there is a will on file with the court.
6. Complete the 'Entry Granting Summary Release From Administration' form (5.11) to finalize your request.
7. If real estate is part of the estate, complete the 'Application for Certificate of Transfer' form (12.0) and subsequently, the 'Certificate of Transfer' form (12.1), listing each beneficiary's name, address, and their interest in the estate.
8. Once all forms are completed, present them to the magistrate’s assistant at the information desk on the 9th Floor of the Probate Court. The assistant will notarize your application.
9. After notarization, file all forms with the cashier, who will assign a case number and retain the original documents while certifying copies for you.
10. Finally, if applicable, take the certified copy of the Certificate of Transfer to the Auditor’s office to initiate the transfer of the real estate.

Start filling out your forms online today for a smooth probate process.