Source: https://www.nycourts.gov/courts/6jd/chemung/surrogate/checklists/voluntaryadm.htm
Timestamp: 2014-03-11 23:23:14
Document Index: 759968868

Matched Legal Cases: ['§1303', '§1303', '§1303', '§1304', '§1303', '§1304', '§1301', '§5', '§5', '§1307', '§5', '§321', '§1307', '§5']

v-chklst-frm
(see Surrogate's Court Form SE-2A, rev. 4/98)
Check Form To Make Sure Venue Is Correct - Appropriate County Is
and also under ¶3 of affidavit?
Is the petitioner eligible to act and qualify pursuant to SCPA §1303(a)
or 1303(b)?
(a) named executor/executrix if there is a will (b) surviving adult spouse of decedent (c) adult child (d) adult grandchild (e) parent (f) brother or sister (g) niece or nephew or aunt or uncle (h) others as set forth in SCPA §1303(a) or SCPA §1303(b)
Has the interest of the affiant been checked and specified?
Enter decedent's name, including a/k/a's, domicile, date of death,
place of death and citizenship. Does the information agree with the death
NOTE: A certified copy of the death certificate must
be filed with affidavit.[see SCPA §1304(3)]
Check appropriate box. If decedent died with a will, the original
will must be submitted with Affidavit [SCPA §1303(b)].
Check records of Surrogate's Court to make sure no previous application
has been made in this estate for a voluntary administration or for letters
of administration or for the probate of a will.
Check that name, complete mailing address and relationship of each
distributee is listed.
cousins once removed, the Court may require an Affidavit of Heirship as
set forth in Uniform Rules 207.1(c).
NOTE: If there are any deceased distributees, provide
a copy of the death certificate or provide the date of death.
Must be listed: name, bequest and full mailing address of each individual
NOTE: Postcard Notices (may be in letter form) are
to be mailed to each distributee and beneficiary listed in affidavit under
¶6 and ¶7, excluding affiant. [see SCPA §1304(4)]
Check to be certain that value of personal property does not exceed
$20,000.00 for decedent dying on or after 8/30/96 ($10,000.00 for decedent
dying prior to 8/30/96). [see SCPA §1301(1) and EPTL §5-3.1(a)(1-5)]
Must be listed: all assets of the decedent including bank accounts,
stocks, insurance policies not payable to a named beneficiary and the value
of each item. JOINT ASSETS AND SET-OFF PROPERTY ARE EXCLUDED. [see EPTL
§5-3.1] Give specifics for each asset, i.e. name of bank, account
number, etc. A certificate will be issued for each asset listed. 10.
Must be listed: names of all creditors, including unpaid funeral
expenses, and the amount owed to each creditor. 11.
Court should advise the voluntary administrator of his or her duties
and that they are required to account for the disposition of all assets.
This paragraph states that this proceeding will not determine the
estate tax liability. 13.
This paragraph states that if an administration or probate proceeding
is commenced, voluntary administrator/trix must file account with the Court
appointed fiduciary. [see SCPA §1307(2)]
Is affidavit signed and properly notarized (including proper jurat
and expiration date of notary's commission)?
Have the proper fees been included with affidavit?
$1.00 for filing affidavit $ .25 for each certificate (only for decedents dying prior to 7/6/99)
May be used when a fiduciary is needed to transfer estate assets (personal
property only) and the value of the assets does not exceed the following: $20,000 - for decedents dying on or after 8/30/99 $10,000 - for decedents dying between 6/15/81 and 8/30/96 $3,000 - for decedents dying prior to 6/15/81 Amounts exclusive of property set off under EPTL §5-3.1.
Documents Always Required
.Affidavit in Relation to Settlement of Estate under Article 13 .Certified Death Certificate .Original Will (if one exists) .Report and Account in Settlement of Estate
SE-2A SE-1D
1304(3) 1304(3) 1303(b) 1307(2)
Documents Sometimes Required
.Renunciation of Voluntary Administration .Copy of funeral bill .Obituary Notice .Affidavit of Disinterested Party/Sole Heirship Affidavit .Family Tree Chart .Amended Affidavit .Death Certificate of deceased spouse, distributee
SE-1C FT-1 SE-2B
1303 207.1(c) 207.1(c) 207.46
Only one certificate of appointment will be issued for each asset or
item listed in paragraph 9 of the Affidavit (SE-2A). If additional certificates
are needed after Affidavit is filed, use Amended Affidavit (Form SE-2B). A voluntary administrator MAY NOT be used to pass title to real property
held in the decedent's name. [However, pursuant to Real Property Law
§321(5)(a) a voluntary administrator may sign a discharge of mortgage.]
A bank account must be opened for any money received by the voluntary
administration, see SCPA §1307(1). Review carefully instructions to ¶6 and ¶7 of the Affidavit
and comply with Section 13-2.3 EPTL and 207.48 Uniform Rules). Check to be certain all documents are properly notarized.
Estates, Powers and Trusts Law Section 5-3.1 - Exemption for Benefit
of Family If a person dies leaving a surviving spouse the following items of personal
property vest in such surviving spouse, and if there is no surviving spouse,
such items of property vest in the decedent's children under the age of
21 years, if any: (1) Household items (furniture, clothing, etc...) not exceeding a total
value of $10,000.00. (2) Family Bible, pictures, videotapes, computer tapes, discs, software,
books not exceeding a total value of $1,000.00. (3) Domestic animals with their necessary food for 60 days, farm machinery,
one tractor and one lawn tractor, not exceeding in aggregate value $15,000.00. (4) One motor vehicle not exceeding in value $15,000.00. (5) Money or other personal property not exceeding in value $15,000.00,
except that where assets are insufficient to pay the reasonable funeral
expense of the decedent, the personal representative must apply such money
or other personal property to defray any deficiency in such expenses. (This is not a complete reprint of the law regarding family exemptions.
Please see EPTL §5-3.1 for the full text of the law.)