Letters Administration PDF Details

The Letters Administration Form is used to document the distribution of a deceased person's estate. This form must be filed with the local Probate Court within 30 days of the death. The Letters Administration Form is used to appoint an executor and spell out the deceased person's wishes for the disposition of their estate. The form includes information about the deceased person's assets, debts, and beneficiaries. It is important to have an experienced probate lawyer help you complete this form correctly.

This table includes information about letters administration. Before you fill in the form, it can be worth reading more details on it.

QuestionAnswer
Form NameLetters Administration
Form Length18 pages
Fillable?Yes
Fillable fields488
Avg. time to fill out34 min 3 sec
Other namesfillable essencial employee letter new york, court letters, letter of administration ga, new york letters administration

Form Preview Example

 

 

 

 

For Office Use Only

 

Filling Fee Paid

$__________________________________

 

___________________ Certs $ ________________________________

 

$___________________Bond, Fee:______________________________

 

Receipt No: _________

No: ____________________________________

 

DO NOT LEAVE ANY ITEMS BLANK

 

SURROGATE’S COURT OF THE STATE OF NEW YORK

 

 

 

COUNTY OF ___________________________________________

 

 

 

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

- - - - - - - - - - - - - X

 

 

 

ADMINISTRATION PROCEEDING,

PETITION FOR LETTERS OF:

Estate of

[

]

Administration

 

 

[

]

Limited Administration

a/k/a

[

]

Administration with Limitations

 

[

]

Temporary Administration

 

Deceased

 

File No. ________________________________________

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - X

TO THE SURROGATE’S COURT, COUNTY OF ____________________________________________________________________

It is respectfully alleged:

1. The name,domicile and interest in this proceeding of the petitioner,who is of full age,is as follows:

Name: _______________________________________________________________________________________________

Domicile: _____________________________________________________________________________________________

(Street Address)(City/Town/Village)

_____________________________________________________________________________________________________

 

(County)

 

(State)

 

(Zip)

(Telephone Number)

Mailing address is: ______________________________________________________________________________________

 

 

 

(if different from domicile)

 

Citizenship (check one):

[

] U.S.A.

[

] Other (specify)__________________________

Interest of Petitioner (check one):

 

 

 

 

 

[

] Distributee of decedent (state relationship)________________________________________________________________

[

] Other(specify) ______________________________________________________________________________________

Is proposed Administrator an attorney?

[

] Yes

[

] No

 

[If yes, submit statement pursuant to 22 NYCRR 207.16(e); see also 207.52 (Accounting of attorney-fiduciary).]

The proposed Administrator

[

] is

[

] is not a convicted felon nor is he/she otherwise

ineligible, pursuant to SCPA 707 to receive letters.

 

 

 

 

 

If the proposed Administrator is a convicted felon,submit a copy of the Certificate of Relief from Civil Disabilities.

2.The name,domicile,date and place of death, and national citizenship of the above-named decedent are as follows: [The Death Certificate must be filed with this proceeding. If the decedent’s domicile is different from that shown on the death

certificate, check box [

] and attach an affidavit explaining the reason for this inconsistency.]

Name: _______________________________________________________________________________________________

Domicile: _____________________________________________________________________________________________

 

(Street Number)

 

 

 

 

(City,Village/Town)

_____________________________________________________________________________________________________

 

(State)

 

 

 

 

(Zip Code)

 

Township of:

__________________________________ County of:

________________________________________

Date of Death:

__________________________________ Place of Death: ________________________________________

Citizenship:

(check one): [ ]

U.S.A.

[ ]

Other (specify) _________________________________________

A1 (03/18)

 

 

 

 

 

 

Page 1 of 18

 

 

 

 

 

 

 

[Note: For Items 3a through c: Do not include any assets that are jointly held, held in trust for another, or have a named beneficiary.]

3.(a) The estimated gross value of the decedent’s personal property passing by intestacy is less than

$____________________________________________________

(b) The estimated gross value of the decedent’s real property, in this state, which is [ ] improved, [ ] unimproved, passing by intestacy is less than

$_____________________________________________________

A brief description of each parcel is as follows:

___________________________________________________________________________________________________________

(c) The estimated gross rent for a period of eighteen (18) months is the sum of $ ____________________________________

(d) In addition to the value of the personal property stated in paragraph (3) the following right of action existed on behalf of the decedent and survived his/her death, or is granted to the administrator of the decedent by special provision of law,and it is impractical to give a bond sufficient to cover the probable amount to be recovered the rein: [Write“NONE or state briefly the cause of action and the person against whom it exists, including names and carrier].

___________________________________________________________________________________________________________

___________________________________________________________________________________________________________

___________________________________________________________________________________________________________

(e) If decedent is survived by a spouse and a parent, or parents but no issue,and there is a claim for wrongful death, check here [ ] and furnish names(s) and address(es) of parent(s) in Paragraph 7. See EPTL5-4.4.

4.A diligent search and inquiry, including a search of any safe deposit box,has been made for a will of the decedent and none has been found. Petitioner(s)(has)(have) been unable to obtain any information concerning any will of the decedent and therefore allege(s),upon information and belief,that the decedent died without leaving any last will.

5.A search of the records of this Court shows that no application has ever been made for letters of administration upon the estate of the decedent or for the probate of a will of the decedent, and your petitioner is informed and verily believes that no such application ever has been made to the Surrogate’s Court of any other county of this state.

6.The decedent left surviving the following who would inherit his/her estate pursuant to EPTL4-1.1 and 4-1.2:

a.[] Spouse(husband/wife).

b.[] Child or children or descendants of predeceased child or children. [Must include marital, nonmarital

and adopted].

c.[] Any issue of the decedent adopted by persons related to the decedent (DRLSection117).

d.[] Mother/Father.

e.[] Sisters or brothers, either of whole or half blood, and issue of predeceased sisters or brothers.

f.[] Grandmother/Grandfather.

g.[] Aunts or uncles, and children of predeceased aunts and uncles (first cousins).

h.[] First cousins once removed (children of first cousins).

[Information is required only as to those classes of surviving relatives who would take the property of decedent pursuant to EPTL4-1.1.State “number” of survivors in each class. Insert “No” in all prior classes. Insert “X” in all subsequent classes].

Page 2 of 18

7.The decedent left surviving the following distributees, or other necessary parties, whose names, degrees of relationship, domiciles, post office address and citizenship are as follows:

[Note: Show clearly how each person is related to decedent. If relationship is through an ancestor who is deceased, give name,date of death, and relationship of the ancestor to the decedent. Use rider sheet if space in paragraph (7) is not sufficient. See Uniform Rules 207.16(b).

If any person listed in paragraph(7)is a non-marital person,or descended from an on marital person,attach a copy of the order affiliation or Schedule A. If any person listed in paragraph (7) was adopted by any persons related by blood or marriage to decedent or descended from such persons, attach Schedule B].

7a. The following are of full age and under no disability:[If non-marital or adopted-out person,so indicate by attaching Schedule A and/or B]

Name

Relationship

Domicile and Mailing Address

Citizenship Mailing Address

___________________________

________________________

_________________________

________________________

___________________________

________________________

_________________________

________________________

___________________________

________________________

_________________________

________________________

___________________________

________________________

_________________________

________________________

___________________________

________________________

_________________________

________________________

___________________________

________________________

_________________________

________________________

___________________________

________________________

_________________________

________________________

___________________________

________________________

_________________________

________________________

7b. The following are infants and/or persons under disability: [Attach applicable Schedule A, B, C, and/or D]

Name

Relationship

Domicile and Mailing Address

Citizenship Mailing Address

___________________________

________________________

_________________________

________________________

___________________________

________________________

_________________________

________________________

___________________________

________________________

_________________________

________________________

___________________________

________________________

_________________________

________________________

___________________________

________________________

_________________________

________________________

___________________________

________________________

_________________________

________________________

___________________________

________________________

_________________________

________________________

___________________________

________________________

_________________________

________________________

8 There are no outstanding debts or funeral expenses, except: [Write “NONE” or state same]

___________________________________________________________________________________________________________

___________________________________________________________________________________________________________

___________________________________________________________________________________________________________

___________________________________________________________________________________________________________

___________________________________________________________________________________________________________

___________________________________________________________________________________________________________

___________________________________________________________________________________________________________

___________________________________________________________________________________________________________

___________________________________________________________________________________________________________

Page 3 of 18

9.There are no other persons interested in this proceeding other than those here in before mentioned. WHEREFORE, your petitioner respectfully prays that: [Check and complete all relief requested]

 

 

 

(

) a. process issue to all necessary parties to show cause why letters should not be issued as requested;

 

 

 

(

) b. an order be granted dispensing with service of process upon those persons named in Paragraph(7) who have a right to

 

 

 

letters prior or equal to that of the person nominated, and who are non-domiciliaries or whose names or whereabouts

 

 

 

are unknown and cannot be ascertained;

 

 

 

(

) c. a decree award Letters of:

 

 

[

] Administration to_________________________________________________________________________________

 

[

] Limited Administration to __________________________________________________________________________

 

[

] Administration with Limitation to_____________________________________________________________________

 

[

] Temporary Administration to _______________________________________________________________________

or to such other person or persons having a prior right as may be entitled thereto, and;

 

 

 

(

) d. That the authority of the representative under the forgoing Letters be limited with respect to the prosecution or

 

 

 

enforcement of a cause of action on behalf of the estate,as follows: the administrator(s) may not enforce a judgment or

 

 

 

receive any funds without further order of the Surrogate.

 

 

 

(

) e. That the authority of the representative under the foregoing Letters be limited as follows:

 

 

 

 

_____________________________________________________________________________________________________

_____________________________________________________________________________________________________

_____________________________________________________________________________________________________

_____________________________________________________________________________________________________

_____________________________________________________________________________________________________

_____________________________________________________________________________________________________

( ) f. [State any other relief requested.] _____________________________________________________________________

___________________________________________________________________________________________________________

Dated: ________________________________________________

 

1. ____________________________________________________

2. _______________________________________________

(Signature of Petitioner)

(Signature of Petitioner)

______________________________________________________

_________________________________________________

(Print Name)

(Print Name)

Page 4 of 18

STATE OF NEW YORK

)

 

) ss:

COUNTY OF

)

COMBINED VERIFICATION, OATH AND DESIGNATION

[For use when petitioner is to be appointed administrator]

I, the undersigned the petitioner named in the foregoing petition, being duly sworn, say:

1.VERIFICATION: I have read the foregoing petition subscribed by me and know the contents thereof, and the same is true of my own knowledge, except as to the matters there in stated to be alleged upon information and belief,and as to those matters I believe it to be true.

2.OATH OF ADMINISTRATOR as indicated above: I am over eighteen (18) years of age and a citizen of the United States; and I will well,faithfully and honestly discharge the duties of Administrator of the goods, chattels and credits of said decedent according to law. I am not ineligible, pursuant to SCPA707,to receive letters and will duly account for all moneys and other property that will come into my hands.

3.DESIGNATION OF CLERK FOR SERVICE OF PROCESS: I do hereby designate the Clerk of the Surrogate’s Court of

________________ County, and his/her successor in office, as a person on whom service of any process, issuing from such Surrogate’s Court may be made in like manner and with like effect as if it were served personally upon me, whenever I cannot be found and served within the State of New York after due diligence used.

My domicile is:_______________________________________________________________________________________________

(Street/Number)(City,Village/Town)(State)(Zip)

___________________________________________________

Signature of Petitioner

On the _______________________ day of ________________________,20 _______________________, before me personally came

___________________________________________________________________________________________________________

to me known to be the person described in and who executed the foregoing instrument. Such person duly swore to such instrument before me and duly acknowledged that he/she executed the same.

______________________________________________________

Notary Public

Commission Expires:

(Affix Notary Stamp or Seal)

Signature of Attorney: ___________________________________

 

Print Name: ____________________________________________

 

Firm Name: ____________________________________________

Tel.No.: __________________________________________

Address of Attorney: __________________________________________________________________________________________

Page 5 of 18

SURROGATE’S COURT OF THE STATE OF NEW YORK

 

COUNTY OF

 

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

X

PROCEEDING FOR

SCHEDULE A

Estate of

NONMARITAL PERSONS

 

(PERSONS BORN OUT OF WEDLOCK)

a/k/a

 

Deceased.

File# _______________________________________________

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - X

[NOTE: Nonmarital children (or their issue) who would be distributees if they (or their ancestors) were born in wedlock will not be regarded as distributees unless satisfactory proof is submitted establishing paternity]. See EPTL 4-1.2 which sets forth methods of establishing paternity.

Name of alleged distributee: _______________________________

 

Date of birth: ___________________________________________

Relationship to decedent: ____________________________

Name of father:

________________________________________

 

Name of mother:

_______________________________________

 

Does the birth certificate contain the father’s name?

Yes [

]

No [

]

If yes, attach copy of birth certificate.

 

 

 

 

Has an order of filiation establishing paternity been entered?

Yes [

]

No [

]

If yes, attach copy of order.

 

 

 

 

Did the nonmarital person live with his or her father?

Yes [

]

No [

]

If yes, give dates and places of residence: ___________________________________________________________________

___________________________________________________________________________________________________________

___________________________________________________________________________________________________________

___________________________________________________________________________________________________________

Page 6 of 18

SURROGATE’S COURT OF THE STATE OF NEW YORK COUNTY OF

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

X

PROCEEDING FOR

SCHEDULE B

Estate of

ISSUE OF THE DECEDENT

 

WHO WERE THE SUBJECT

a/k/a

OF AN ADOPTION

Deceased.

File # _______________________________________________

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

X

Name of child: _________________________________________________________________________________________

Relationship to decedent prior to adoption: __________________________________________________________________

Date of adoption: _______________________________________________________________________________________

Was this a step-parent adoption?(i.e.,was the child adopted by the spouse of the decedent’s former spouse?) Yes[ ] No[]

If yes,name of adoptive father or mother: ____________________________________________________________________

If not a step-parent adoption,indicate below the biological relationship of the adoptive parent to the child:

 

 

 

[

] grandparent(s)

 

 

 

[

] brother or sister

 

 

 

[

] aunt or uncle

 

 

 

[

] first cousin

 

 

 

[

] nephew or niece

 

 

 

Name of the adoptive parent: ___________________________________________________________________________________

Page 7 of 18

SURROGATE’S COURT OF THE STATE OF NEW YORK

 

COUNTY OF

 

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

X

PROCEEDING FOR

SCHEDULE C

Estate of

INFANTS

a/k/a

 

Deceased.

File # _______________________________________________

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

X

[NOTE: Please furnish all of the information requested, otherwise the petition may be rejected.]

Name: _______________________________________________________________________________________________

Date of birth: __________________________________________________________________________________________

_____________________________________________________________________________________________________

Relationship to the decedent: _____________________________________________________________________________

With whom does the infant reside? _________________________________________________________________________

Name of mother: _______________________________________________________________________________________

Is she alive? ___________________________________________________________________________________________

Name of Father:________________________________________________________________________________________

Is he alive?____________________________________________________________________________________________

Does infant have a court-appointed guardian?

Yes [ ]

No [ ]

If yes, name and address of guardian: _____________________________________________________________________

Name: _______________________________________________________________________________________________

Date of birth: __________________________________________________________________________________________

Relationship to the decedent: _____________________________________________________________________________

With whom does the infant reside? _________________________________________________________________________

Name of mother: _______________________________________________________________________________________

Is she alive? ___________________________________________________________________________________________

Name of Father:________________________________________________________________________________________

Is he alive?____________________________________________________________________________________________

Does infant have a court-appointed guardian?

Yes [ ]

No [ ]

If yes,name and address of guardian: _____________________________________________________________________

Page 8 of 18

SURROGATE’S COURT OF THE STATE OF NEW YORK COUNTY OF

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

X

PROCEEDING FOR

SCHEDULE D

Estate of

PERSONS UNDER DISABILITY

 

OTHER THAN INFANTS

a/k/a

 

Deceased.

File # _______________________________________________

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - X

[use additional sheets if more than one]

1.Name: ____________________________________ Relationship: _________________________________________________

Residence: _________________________________________________________________________________________________

With whom does this person reside? _____________________________________________________________________________

If this person is in prison, name of prison: _________________________________________________________________________

Does this person have a court-appointed fiduciary?

Yes[

 

 

 

]

No[

]

If yes,give name,title and address: _________________________________________________________________________

_____________________________________________________________________________________________________

If no,describe nature of disability: __________________________________________________________________________

_____________________________________________________________________________________________________

If no,give name and address of relative or friend interested in his or her welfare: _____________________________________

_____________________________________________________________________________________________________

2.Where abouts unknown/Unknowns [persons whose addresses or names are unknown to petitioner;if known,give name and relationship to decedent]

___________________________________________________________________________________________________________

___________________________________________________________________________________________________________

___________________________________________________________________________________________________________

___________________________________________________________________________________________________________

___________________________________________________________________________________________________________

___________________________________________________________________________________________________________

___________________________________________________________________________________________________________

___________________________________________________________________________________________________________

___________________________________________________________________________________________________________

___________________________________________________________________________________________________________

Page 9 of 18

ADMINISTRATION CITATION

File 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 duly filed by _________________________________________________________ , who is domiciled at

___________________________________________________________________________________________________________

YOU ARE HERE BY 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 ____________________________________________________________________________________________

in the County of _________________________________________ ,New York, granting Letters of Administration upon the estate of

the decedent to _________________________________________ or to such other person as may be entitled there to.

(State any further relief requested)

 

_________________________________________________

 

HON.

Dated, Attested and Sealed, __________________ , 20________

Surrogate

(Seal)

 

 

_________________________________________________

 

Chief Clerk

Name of

 

Attorney for Petitioner ____________________________________

Tel.No. ___________________________________________

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-at-law appear for you.

Page 10 of 18

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completing ny letters administration stage 1

Please enter the appropriate information in the Domicile, Street, Address City, Town, Village Telephone, Number County, State, Zip, Mailing, address, is if, different, from, domicile USA, Other, specify Other, specify Is, proposed, Administrator, an, attorney and Yes area.

ny letters administration Domicile, StreetAddress, CityTownVillage, TelephoneNumber, County, State, Zip, Mailingaddressis, ifdifferentfromdomicile, USA, Otherspecify, Otherspecify, IsproposedAdministratoranattorney, and Yes blanks to fill out

Remember to provide the significant information from the Name, Domicile, Street, Number City, Village, Town State, Zip, Code Township, of County, of Date, of, Death, Place, of, Death Citizenship, check, one USA, and Other, specify, Page, of field.

Completing ny letters administration step 3

The improved, un, improved, passing, by in, te, stacy, is, less, than and here area is the place to place the rights and responsibilities of all parties.

part 4 to completing ny letters administration

End up by taking a look at these areas and filling them out as required: Spouse, husband, wife Mother, Father and Grandmother, Grandfather

stage 5 to finishing ny letters administration

Step 3: Press the button "Done". The PDF document may be exported. You can download it to your laptop or email it.

Step 4: In order to avoid potential future problems, you should always obtain more than two or three copies of every form.

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