In the intricate and often emotionally charged world of estate management, the Slt 4 form plays a crucial role, especially within the New York Surrogate's Court system. This specific document is pivotal for those situations where a successor executor needs to be appointed following the death or incapacity of the originally appointed executor. The process starts once a will has been administered and Letters Testamentary have been issued, but a change in circumstances necessitates the naming of a new executor. The form outlines a detailed procedure, starting with providing notice of the petition for appointment of a successor executor, including the essential details about the decedent, the original and successor executors, and all relevant parties to the proceedings. Key components also involve obtaining and serving a citation to interested parties, allowing them an opportunity to object or consent to the new appointment. As legal documentation goes, the Slt 4 form also encompasses an affidavit of mailing, ensuring all parties are duly notified. Understanding this form is central to navigating the succession of estate administration roles, ensuring proper legal protocol is followed, and the decedent’s wishes are honored accurately and respectfully.
| Question | Answer |
|---|---|
| Form Name | Form Slt 4 |
| Form Length | 3 pages |
| Fillable? | No |
| Fillable fields | 0 |
| Avg. time to fill out | 45 sec |
| Other names | petition to be appointed executor form, postpaid, successor, New_York |
STATE OF NEW YORK
SURROGATE’S COURT: COUNTY OF __________________
___________________________________________________X
In the Matter of the Petition for Successor Letters Testamentary in the Estate of
NOTICE OF PETITION FOR
APPOINTMENT OF
SUCCESSOR EXECUTOR
a/k/a
FileNo._____________________________
Deceased.
___________________________________________________X
Notice is hereby given that:
1.The Will of the
County on ___________________________, and Letters Testamentary were issued to ______________________________,
who on _______________________, [ ] died [ ] other (specify)________________________________.
2.The name (s) of the Successor Executor (s) of said Will is/are _____________________________________________
___________________________________________________________________________________________, whose address(es) is/are _________________________________________________________________________________
_________________________________________________________________________________________________
_________________________________________________________________________________________________
3.The names and address of all persons and parties who are named in the will as fiduciaries or beneficiaries who have not appeared or have been served or waived service of process.
NAME |
MAILING ADDRESS |
NATURE OF INTEREST |
|
|
OR STATUS |
[Note: If serving infant 14 years of age or older, list and mail to infant as well as parent or guardian.]
(USE ADDITIONAL SHEETS IF NECESSARY)
Date: ___________________________, 20______
[Note: Notice of Petition for Appointment of Successor Executor may or may not be required in all counties. If Notice is required, complete Affidavit of Mailing.]
Name of Attorney:______________________________________________ Tel. No.:_____________________________
Address of Attorney:_________________________________________________________________________________
AFFIDAVIT OF MAILING
NOTICE OF PETITION FOR APPOINTMENT OF SUCCESSOR EXECUTOR
STATE OF NEW YORK |
) |
|
) ss.: |
COUNTY OF |
) |
____________________________________, residing at __________________________________________, being duly
sworn, says that he/she is over the age of 18 years, that on the ____________________ day of _________________,
20______, he/she deposited in a post office box regularly maintained by the government of the United States in the
_____________of ___________________________, State of New York, a copy of the foregoing Notice of Petition for
Appointment of Successor Executor contained in a securely closed postpaid wrapper directed to each of the persons named in said Notice at the places set opposite their respective names.
|
__________________________________ |
Sworn to before me this ____________ |
Signature |
day of ___________________, 20____ |
__________________________________ |
|
Print Name |
________________________________ |
|
Notary Public |
|
Commission Expires: |
|
(Affix Notary Stamp or Seal) |
|
Name of Attorney____________________________________________ Tel. No.:_______________________________
Address of Attorney_________________________________________________________________________________
SUCCESSOR LETTERS TESTAMENTARYFile No. ___________________
SURROGATE’S COURT - _____________________ COUNTY
CITATION
THE PEOPLE OF THE STATE OF NEW YORK,
By the Grace of God Free and Independent
TO:
A petition having been filed by _____________________________________________________________, who is
domiciled at ________________________________________________________________________________________,
YOU ARE HEREBY CITED TO SHOW CAUSE before the Surrogate’s Court, _______________________ County,
at _______________________________, New York, on _________________________ 20______, at ________ o’clock in
the ___________ noon of that day, why a decree should not be made in the estate of _________________________________
lately domiciled at __________________________________________________________________________, directing that
[] Successor Letters Testamentary issue to _______________________________________________________.
|
HON.____________________________________________ |
Dated, Attested and Sealed, |
Surrogate |
__________________________, _______ |
_____________________________________________ |
(Seal) |
Chief Clerk |
_________________________________________________________________________________________________
Attorney for PetitionerTelephone Number
_________________________________________________________________________________________________
Address of Attorney
[NOTE: This citation is served upon you as required by law. You are not required to appear. If you fail to appear it will be assumed you do not object to the relief requested. You have a right to have an attorney appear for you.]