New York Petition to Probate Lost Will

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US-02168BG
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Description

Probate is the process of proving a will is valid and thereafter administering the estate of a dead person according to the terms of the will. It is a judicial act or determination of a court having competent jurisdiction establishing the validity of a will. First the will is filed with the clerk of the appropriate court in the county where the deceased person lived, along with a petition to have the court approve the will and appoint the executor named in the will (or if none is available, an administrator) with a declaration of a person who had signed the will as a witness. If the court determines the will is valid, the court then "admits" the will to probate.


The best evidence of the contents of a lost or destroyed will is a copy or draft of the will that is clearly and satisfactorily identified, if it can be obtained, and ordinarily this is sufficient. For example, an Arkansas court held that a finding that a photocopy was a copy of a lost or destroyed will should be sustained in view of the fact that the testimony of the attesting witnesses and the attorney as to how, when, and where will was signed was not in conflict.


This form is a generic example that may be referred to when preparing such a form for your particular state. It is for illustrative purposes only. Local laws should be consulted to determine any specific requirements for such a form in a particular jurisdiction.

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FAQ

The Will should be kept in a safe place where it will be easy to get to if it is needed. If a lawyer prepared the Will for you, you may want to discuss with the lawyer where to keep the original Will. In some counties, the Surrogate's Court has a vault where Wills are stored for safekeeping until the person dies.

If you die without a Will, you die "intestate" and the State of New York has codified into the law specific divisions of your estate when you die without a Will that may not conform to your wishes. New York divides your estate among a spouse and minor children.

The representative appointed by the court is called the ?executor.? The legal documents that make that person your executor are called ?letters testamentary.? Only an estate valued over $30,000 must be probated when there is a will. The court has a ?small estate proceeding? when the estate is below $30,000.

Avoid probate with these forms of ownership: Life Insurance, unless all beneficiaries are deceased. Uniform Transfer to Minors (UTMA) Accounts. U.S. Savings Bonds with payable on death beneficiaries or joint ownership.

In New York, estates valued at less than $50,000 are classified as small estates and may be able to bypass the full probate process. The $50,000 probate threshold does not include certain types of assets (known as non-probate assets) such as life insurance policies and jointly held bank accounts.

Since 1787, wills and other papers relating to the estates of deceased persons have been filed in and retained by the Surrogate's Court in each county of the state. To obtain information regarding an individual's estate, contact the Surrogate's Court in the county where the individual resided.

New York state law does not have a specific time limit for settling an estate.

What Happens If You Never Go to Probate? If probate is necessary but never established, beneficiaries will not receive their inheritance or assets. The assets of the deceased person will be held by the state and frozen as there are no legal beneficiaries of the assets.

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New York Petition to Probate Lost Will