Verified Claim Form PDF Details

In the complex tapestry of estate management within the New York State Surrogate's Court system, the Verified Claim form stands as a pivotal document for creditors aiming to lay claim to an estate in probate. This legally binding form necessitates meticulous attention to detail from claimants, who must clearly establish their ownership and the precise amount of the claim against the estate in question. The form requires a comprehensive delineation of the facts underpinning the claim, providing space for claimants to detail the evidence of their claim, such as invoices or statements, and to declare any payments already made toward the claimed amount. Additionally, it addresses potential offsets against the claim and the existence or absence of any security held by the claimant. The form also includes a provision for either an individual claimant or a corporate officer to verify the claim's authenticity, emphasizing the requirement for truthfulness and accuracy in both personal knowledge and information believed to be true. Completion and correct service of this document, including an affidavit of mailing to the fiduciary of the estate, underscore the meticulously regulated process designed to ensure fairness and order in the distribution of an estate's assets. The Verified Claim and its accompanying documentation serve as critical tools in the administration of justice within the Surrogate's Court, ensuring that all parties' rights and obligations are clearly defined and upheld.

QuestionAnswer
Form NameVerified Claim Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesny state surrogates court creditor claim form, surrogate's court of the state of new york verified claim form, verified claim form, verified claim surrogate

Form Preview Example

SURROGATE'S COURT OF THE STATE OF NEW YORK -

COUNTY

____________________________________

 

In the Matter of the Estate of

VERIFIED CLAIM

 

FILE # ___________________________

Deceased

 

____________________________________

 

To a fiduciary to whom Letters were issued for the above named estate:

Fiduciary Name:____________________________________________________________________________________

Fiduciary Complete Address:_______________________________________State:______________Zip:_____________

1.

The undersigned is the owner and holder of a claim against the above named estate.

2.

The claim is in the amount of $

 

.

3.

The facts upon which the claim is based are as follows:_________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

4.

A copy of an invoice, statement or voucher [ ] is / [ ] is not attached.

5.

No payments have been made upon the amount claimed except as follows:__________________________________

_________________________________________________________________________________________________

_________________________________________________________________________________________________

6.No offsets against this claim exist, except as follows:_____________________________________________________

_________________________________________________________________________________________________

7.The claimant holds no security, except as follows:_______________________________________________________

_________________________________________________________________________________________________

_______________________________________

_______________________________________

Corporate Claimant

Claimant

_______________________________________

_______________________________________

Corporate Officer

Print Name

 

 

VERIFICATION

State of New York

}

 

County of

} ss:

 

[Individual]

 

 

I am the claimant of the foregoing claim; the claim is true to my own knowledge, except as to matters stated upon information

and belief and as to those matters I believe them to be true.

 

[Corporation]

 

I am the

of

the corporation named as claimant; I have read the foregoing claim and know the contents thereof; the same is true of my own knowledge, except as to the matters therein stated to be alleged upon information and belief, and as to those matters I believe it to be true; the reason why this verification is made by me and not by claimant is that the claimant is a corporation; the source of my information and the greounds of my belief as to all matters in claim not stated upon my own knowledge are investigations which I have made or caused to be made concerning the subject matter of this claim and information acquired by me in the course of my duties as an officer of the corporation.

Subscribed and sworn to before me

_______________________________

on this

Day of

,

Claimant

 

 

Address:

_______________________________

___________________________

_______________________________

Notary Public

My commission expires:

Attorney for Claimant Name

Tel. No.

Address:

 

 

 

[A copy of the claim must be given to the fiduciary in person or by certified mail, return receipt requested. See SCPA §1803(2). You may use the attached form for the affidavit of mailing and attach the return receipt (green card).]

NYSBA's Surrogate's Court Form, Verified Claim

SURROGATE'S COURT OF THE STATE OF NEW YORK -

COUNTY

_____________________________________

 

In the Matter of the Estate of

 

 

 

 

AFFIDAVIT OF MAILING OF

 

 

VERIFIED CLAIM

 

Deceased

 

____________________________________

 

_____________________________________

FILE #________________________

STATE OF NEW YORK

}

 

COUNTY OF

} ss.:

 

I,___________________________________________________, being duly sworn, deposes and says:

Deponent is over the age of eighteen years and on ______________________________________

deponent mailed a copy of the Verified Claim, contained in a securely closed postpaid wrapper, directed to each of the persons named in the within claim at the addresses set forth therein, by depositing same in a letter box or other official depository under the exclusive care and custody of the United States Post Office, located at:__________________________________________________________.

The attached is a Verified Claim (by a creditor pursuant to SCPA §1803 (2)), (a copy of which is attached).

Sworn to before me on

 

______________________, 20___

___________________________________

 

Affiant

_____________________________

___________________________________

Notary Public

Print Name

My commission expires:

 

Attorney for Person Giving Notice

Name:_____________________________________________________

Address:___________________________________________________

Tel. No.:____________________________________________________

(Attach green card here)

[NOTE: A COPY OF THE CLAIM REFERRED TO ABOVE MUST BE SERVED ON THE FIDUCIARY OF THE ESTATE; THE CLAIM WILL NOT BE ACCEPTED BY THE COURT WITHOUT AN AFFIDAVIT OF SERVICE (ATTACH GREEN CARD)]

NYSBA's Surrogate's Court Form, Verified Claim

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