--------X ACCOUNTING BY PETITION FOR JUDICIAL SETTLEMENT OF ACCOUNT OF as the of the ESTATE OF a/k/a Deceased. -----------------------------------------X Executor Administrator Trustee Other specify File No. TO THE SURROGATE'S COURT, COUNTY OF It is respectfully alleged: 1. The name(s), and address(es) of the petitioner(s), the type and date of letters issued, and the amount and surety of petitioner's(s') bond, if any, are as.
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How to fill out the NY JA-1 online
The NY JA-1 form is essential for petitioning the Surrogate's Court in the State of New York for judicial settlement of an estate's account. This guide provides clear instructions on how to complete the form correctly and efficiently in an online format.
Follow the steps to accurately complete the NY JA-1 online form.
- Click ‘Get Form’ button to obtain the form and open it for completion.
- Fill out the heading section by indicating the name of the accounting party and defining their role, such as Executor, Administrator, or Trustee. Specify the estate of the deceased and include any aliases if applicable.
- In the next section, provide the names and addresses of the petitioners, including telephone numbers and any applicable mailing addresses. Specify the type of letters issued, the date they were issued, and the amount of the bond if applicable.
- State the decedent’s name, date of death, and domicile address, including the county and state, ensuring all parts are filled accurately.
- Summarize the accounting proceedings by including the period covered and the total gross assets of the estate during that timeframe.
- Confirm whether there have been any tax proceedings or returns filed related to the estate by checking the appropriate boxes and providing details where required.
- List all interested parties and provide details about their interests in the estate, including their names, addresses, and nature of their interest.
- Complete the verification section by securing signatures from the petitioners and ensuring that it is notarized as required.
- Ensure all information is accurate and that no items are left blank, then finalize your form. You can choose to save changes, download, print, or share the form as needed.
Submit your completed NY JA-1 form online to proceed with the estate settlement process.
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