Get Surrogate's Court - Queens County If An Application Is ...

Navigating the process of filling out court forms can be complex, especially for individuals with little legal experience. This guide provides clear, step-by-step instructions on how to effectively complete the SURROGATE'S COURT - QUEENS COUNTY If An Application Is ... form online.

Follow the steps to complete your application easily.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the name of the decedent in the designated field. This should be the full legal name of the individual for whom you are applying.
3. Fill in the file number associated with the application. If you do not know this number, please check your previous documents or court communications.
4. Provide the date of the preliminary or temporary letters. This helps to establish the timeline of the proceedings.
5. State the total amount of assets collected to date. Be as accurate as possible to reflect the current situation.
6. Itemize where the assets were collected from in the appropriate section, listing each source clearly.
7. Calculate and enter the total collected amount at the bottom of the section for clarity.
8. In the debts paid section, itemize any debts that have been fulfilled. This is important for transparency and accurate records.
9. Follow up by itemizing expenses paid. This should include any fees or costs associated with the asset management and disbursement.
10. Document distributions made in the relevant section, illustrating how assets were allocated.
11. Sum up the total paid out in the designated area for a complete financial overview.
12. Provide the balance on hand, which represents the remaining funds after debts, expenses, and distributions.
13. List fund details under the account section. Include the name of the depository, type of account, and the current balance.
14. Finally, indicate the date and sign as the preliminary or temporary fiduciary to verify the accuracy of the form.
15. Review all entries for accuracy and completeness before saving. You can save changes, download the form for printing, or share it as needed.

Start completing your documents online for a smoother process today.