Get Monthly Report Of Probate Part And Surrogate Court Cases

Filling out the Monthly Report of Probate Part and Surrogate Court Cases is vital for accurate record-keeping within the judicial system. This guide will walk you through the process of completing this form online, ensuring that all relevant information is correctly submitted.

Follow the steps to complete the Monthly Report online

1. Click the ‘Get Form’ button to access the report and open it in the online editor.
2. Indicate the county in which the report is being filed. Fill in the month and year for which you are reporting.
3. Begin with section I, listing the cases pending at the beginning of the month. Choose whether they are identical to or different from last month. If different, specify the recount of cases and provide additional details on a separate sheet as necessary.
4. In the section for probate part cases filed during the month, detail the various case types by entering the total for each category: Superior Court Probate/Personal Representative Appointments, Accountings/Approvals, Guardianship/Conservator Matters, Estate Administration Matters, and any Other Probate Part Cases.
5. Document the cases disposed of during the month by entering the number for each type: Trial, Summary Disposition after Hearing/Argument, Settlement, Rule 1:13 Dismissal, Complementary Dispute Resolution, and Other Disposed.
6. Record the pending probate part cases, providing aging history by categorizing the cases as under 6 months old, 6 to 12 months, 12 to 18 months, and over 18 months.
7. For other probate part matters, fill in the totals for Motions or Petitions in Pending Probate Part Cases, SITF Withdrawal Applications, and SITF Hearings.
8. Complete the section for surrogate court probate matters by detailing the number of cases for various activities including probate of wills, general administrations, affidavits in lieu of administration, guardianships of minors, and additional categories.
9. In the section for other surrogate’s court activities, document accounting audits, SITF withdrawal orders, and total SITF checks issued during the month.
10. At the end of the form, specify the total surrogate’s court probate matters, and provide your name, telephone number, and signature of the surrogate or designee along with the reviewer information.
11. Review all entries for accuracy. Once you are satisfied, save the changes, download, print, or share the completed form as needed.

Complete your forms online today for efficient and accurate submissions.