reglab/statecodes huggingface dataset:
New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form JA-2 - Receipt and release

Current through Register Vol. 46, No. 28, July
					 10, 2024
SURROGATE'S COURT OF THE STATE OF NEW
						YORK
COUNTY OF
________X
ACCOUNTING BY
as the RECEIPT AND RELEASE
of the ESTATE OF
a/k/a
Deceased. File No. ________
________X
The undersigned, being of full age, sound
						mind and under no disability, and entitled to share in the estate of the
						above-named decedent as a [check one] [ ] legatee under a will, [ ] distributee
						of an intestate share, [ ] trust beneficiary, [ ] creditor of the estate, [ ]
						other [specify] ____________
(a) Acknowledges that each fiduciary named
						above has fully and satisfactorily accounted for all assets of the
						estate;
(b) Approves the written account verified
						on ________, 19________, as submitted to the undersigned;
[Delete paragraphs (a) and (b) if the
						undersigned is not interested in or affected by the amount of the residuary
						estate or trust, or if payment is being made pursuant to a decree of the
						court.]
(c) Acknowledges receipt of money paid or
						property transferred or delivered as follows:
Money (cash or check): $________
the following property: valued at
						$________
The foregoing payment and/or transfer is
						in full payment or distribution of:
[ ] a legacy under Paragraph/Article
						________ of the will or trust:
[ ] a claim against the estate;
[ ] the amount directed to be paid by a
						decree of this court dated:
[ ] other [specify]:
(d) Releases and discharges each fiduciary
						named above from all liability to the undersigned for any and all matters
						relating to or derived from the administration of the estate; waives the
						issuance and service of a citation to attend any and all proceedings for the
						judicial settlement of the account; and authorizes the Surrogate to make and
						enter a decree settling the account and fully releasing and discharging each
						fiduciary named above as to all matters embraced therein.
Dated: ________
(Signature)
(Corporate Name)
_____________
(Print Name)
_____________
(Signature of Officer)
JA-2 (12/96)
STATE OF NEW YORK)
COUNTY OF) ss.:
On ________, 19 ________, before me
						personally appeared
[INDIVIDUAL]
[ ] ________ to me known and known to me
						to be the person described in and who executed the foregoing receipt and
						release and duly acknowledge the execution thereof.
[CORPORATION]
[ ] ________ to me known, who duly swore
						to the foregoing instrument and who did say that he/she resides at ________ and
						that he/she is a ________ of ________ the corporation/national banking
						association described in and which executed such instrument; and that he/she
						signed his/her name thereto by order of the Board of Directors of the
						corporation.
______________
Notary Public
Commission Expires:
(Affix Notary Stamp of Seal)
Name of Attorney: ____________ Tel. No.:
						________
Address of Attorney: ____________
-2-
New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form JA-3 - Waiver of citation and consent in accounting

Current through Register Vol. 46, No. 28, July
					 10, 2024
SURROGATE'S COURT OF THE STATE OF NEW
						YORK
COUNTY OF
________X
ACCOUNTING BY
as the WAIVER OF CITATION AND
CONSENT IN ACCOUNTING
of the ESTATE OF
a/k/a
Deceased. File No. ________
________X
The undersigned, being of full age and
						sound mind, residing at the address written below, having an interest in this
						proceeding, waives the issuance and service of citation in this proceeding, and
						consents to the submission of a decree settling the account as filed and
						adjusted without further notice. I acknowledge receipt of a copy of the summary
						statement of account.
________ ________ ________ ________
Date Signature Street Address
						Interest
________ ____________
Print Name City/Town/Village,
						State/Zip
STATE OF NEW YORK)
COUNTY OF) ss.:
On ________, 19 ________, before me
						personally appeared
[INDIVIDUAL]
________ to me known and known to me to be
						the person described in and who executed the foregoing waiver and consent and
						duly acknowledge the execution thereof.
[CORPORATION]
________ to me known, who duly swore to
						the foregoing instrument and who did say that he/she resides at ________ and
						that he/she is a ________ of ________ the corporation/national banking
						association described in and which executed such instrument; and that he/she
						signed his/her name thereto by order of the Board of Directors of the
						corporation.
______________
Notary Public
Commission Expires:
(Affix Notary Stamp of Seal)
Name of Attorney: ____________ Tel. No.:
						________
Address of Attorney: ____________
[Note: You may request a copy of the full
						account from the petitioner or petitioner's attorney.]
JA-3 (12/96)
New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form JA-6 - Citation

Current through Register Vol. 46, No. 28, July
					 10, 2024
ACCOUNTING 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 and an account having been duly
						filed by ____________,
whose address is ____________
____________
YOU ARE HEREBY CITED TO SHOW CAUSE before
						the Surrogate's Court, ____________ County,
at ____________, New York, on ________
						19________,
at o'clock in the noon of that day, why
						the account of ____________
________, a summary of which has been
						served herewith,
as ____________
of the estate of ____________,
should not be judicially settled.
[State any further relief
						requested]
HON.
Dated, Attested and Sealed,
						Surrogate
________, 19________ ________
(Seal) Chief Clerk
____________
Name of Attorney Telephone 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, and you or your attorney may request a copy of the
						full account from the petitioner or petitioner's attorney.]
JA-6 (12/96)
New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form JA-10 - Petition for a compulsory accounting and related relief

Current through Register Vol. 46, No. 28, July
					 10, 2024
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New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form P-3 - Affidavit of attesting witness

Current through Register Vol. 46, No. 28, July
					 10, 2024
Form P-3
(Affidavit of Attesting Witness)
SURROGATE'S COURT STATE OF NEW YORK
COUNTY OF
________X
PROBATE PROCEEDING, AFFIDAVIT OF ATTESTING
						WITNESS
Will of (After Death)
Pursuant to SCPA 1406
a/k/a
Deceased. File No. ________
________X
STATE OF NEW YORK)
COUNTY OF) ss.:
The undersigned witness, being duly sworn,
						deposes and says:
(1) I have been shown [check one]
() the original instrument dated
						____________,
() a court-certified photographic
						reproduction of the original instrument dated ____________,
purporting to be the last Will and
						Testament/Codicil of the above-named decedent.
(I) [FN3] ( ____________ and I jointly and
						severally) undertake that defendant will appear in
(3) I thereafter signed my name to such
						instrument as a witness thereto at the request of the decedent and in the
						presence of the decedent, and I saw the other witness(es) ____________ sign
						his/her/their name(s) at the end of such instrument as a witness
						thereto.
(4) At the time the decedent subscribed
						and executed such instrument, the decedent was to the best of my knowledge and
						belief upwards of 18 years of age, and in all respects appeared to be of sound
						and disposing mind, memory and understanding, competent to make a will, and not
						under any restraint.
(5) The decedent could read, write and
						converse in the English language, and was not suffering from defects of sight,
						hearing or speech, or any other physical or mental impairment, which would
						affect his/her capacity to make a valid will. The purported instrument was the
						only copy of said Will/Codicil executed on that occasion, and was not executed
						in counterparts.
(6) I am making this affidavit at the
						request of ____________.
(Witness Signature)
(Print Name)
(Street Address)
(Town/State/Zip)
Sworn to before me this day of ________,
						19________
________
Notary Public
Commission Expires:
(Affix Notary Stamp or Seal)
[Note: Each witness must be shown either
						the Original Will or a Court-Certified Reproduction thereof. The Notary Public
						subscribing to this affidavit may not be a party or witness to the
						Will.]
P-3 (9/96)
New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form P-4 - Waiver of process; and consent to probate

Current through Register Vol. 46, No. 28, July
					 10, 2024
Form P-4
(Waiver of Process;
Consent to Probate)
SURROGATE'S COURT OF THE STATE OF NEW
						YORK
COUNTY OF
________X
PROBATE PROCEEDING,
Will of WAIVER OF PROCESS;
CONSENT TO PROBATE
a/k/a
Deceased. File No. ________
________X
To the Surrogate's Court, County of
The undersigned, being of full age and
						sound mind, residing at the address written below and interested in this
						proceeding as set forth in paragraph 6a of the petition, hereby waives the
						issuance and service of citation in this matter and consents that the court
						admit to probate the decedent's Last Will and Testament dated ________,
						19________ (and codicils, if any, dated ________), a copy of each of which
						testamentary instrument has been received by me, and that
[ ] Letters Testamentary issue to
						____________
____________
____________
[ ] Letters of Trusteeship issue to
						____________
of the following trusts:
						____________
____________
Date Signature Street Address
						Relationship
Print Name Town/State/Zip
STATE OF NEW YORK
COUNTY OF ss.:
On ________, 19________, before me
						personally appeared____________
____________
to me known and known to me to be the
						person described in and who executed the foregoing waiver and consent and duly
						acknowledged the execution thereof.
________
Notary Public
Commission Expires:
(Affix Notary Stamp or Seal)
Name of Attorney:____________ Tel. No.:
						________
Address of Attorney: ____________
P-4 (9/96)
New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form P-5 - Citation

Current through Register Vol. 46, No. 28, July
					 10, 2024
(Form P-5)
(Citation)
PROBATE 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 HEREBY CITED TO SHOW CAUSE before
						the Surrogate's Court, ____________ County,
at ____________, New York, on ________
						19________,
at o'clock in the noon of that day, why a
						decree should not be made in the estate of ____________
lately domiciled at ____________
admitting to probate a Will dated
						____________,
(I) [FN3] ( ____________ and I jointly and
						severally) undertake that defendant will appear in
a copy of which is attached, as the Will
						of ____________
deceased, relating to real and personal
						property, and directing that
[ ] Letters Testamentary issue to:
						____________
[ ] Letters of Trusteeship issue to:
						____________
[ ] Letters of Administration c.t.a. issue
						to ____________
(State any further relief
						requested)
HON.
Dated, Attested and Sealed,
						Surrogate
________, 19________ ________
(Seal) Chief Clerk
____________
Attorney for Petitioner Telephone
						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.]
P-5 (9/96)
New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form P-6 - Notice of probate

Current through Register Vol. 46, No. 28, July
					 10, 2024
Form P-6
SURROGATE'S COURT OF THE STATE OF NEW YORK
						(Notice of Probate)
COUNTY OF
________X
PROBATE PROCEEDING,
Will of NOTICE OF PROBATE
(SCPA 1409)
a/k/a
Deceased. File No. ________
________X
Notice is hereby given that:
1. The Will dated ________ (and Codicil
						dated ____________)
(and Codicil dated ________) of the above
						named decedent, domiciled at ____________
County of ________, New York, has
						been/will be offered for probate in the Surrogate's Court for the County of
						____________
2. The name(s) of proponent(s) of said
						Will is/are ____________
____________ whose
address(es) is/are ____________
____________
____________
3. The name and post office address of
						each person named or referred to in the petition who has not been served or has
						not appeared, or waived service of process, with a statement whether such
						person is named or referred to in the will as legatee, devisee, trustee,
						guardian or substitute or successor executor, trustee or guardian, and as to
						any such person who is an infant or an incompetent, the name and post office
						address of a person upon whom service of process may be made on behalf of such
						infant or incompetent, is as follows:
NAME MAILING ADDRESS NATURE OF
						INTEREST
OR STATUS
(USE ADDITIONAL SHEETS IF
						NECESSARY)
Date ________, 19________
[Note: Complete Affidavit of Mailing. If
						serving infant 14 years of age or older, list and mail to infant as well as
						parent or guardian.]
Name of Attorney: ____________ Tel. No.:
						________
Address of Attorney: ____________
P-6 (9/96)
AFFIDAVIT OF MAILING NOTICE OF
						PROBATE
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 ________, 19________, he/she
						deposited in the post office or 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 Probate 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 ________, 19 ________
________
Print Name
________
Notary Public
Commission Expires:
(Affix Notary Stamp or Seal)
Name of Attorney ____________ Tel. No.:
						________
Address of Attorney: ____________
-2-
New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form P-7 - Affidavit of service of citation

Current through Register Vol. 46, No. 28, July
					 10, 2024
Form P-7
(Affidavit of Service of Citation)
SURROGATE'S COURT OF THE STATE OF NEW YORK
						Note: File Proof of Service at
COUNTY OF least 2 days before return
						date.
________X State clearly date, time
						and
PROBATE PROCEEDING, place of service and
						name of
Will of person served.
(I) [FN3] ( ____________ and I jointly and
						severally) undertake that defendant will appear in
a/k/a AFFIDAVIT OF SERVICE
OF CITATION
Deceased.
________X File No. ________
STATE OF NEW YORK)
COUNTY OF) ss.:
____________ of ________
____________, being duly sworn, says that
						I am
over the age of eighteen years; that I
						made personal service of the citation herein dated ________, 19 ________, and a
						copy of the Will/Codicil on each person named below, each of whom deponent knew
						to be the person mentioned and described in said citation, by delivering to and
						leaving with each of them personally a true copy of said citation and
						Will/Codicil, as follows:
________, description: sex ________, color
						of skin ________, color of hair ________, approximate age ________, weight
						________, height________, at ________ o'clock ________.m. on the ________ day
						of ________, 19____________, at
____________
________, description: sex ________, color
						of skin ________, color of hair ________, approximate age ________, weight
						________, height________, at ________ o'clock ________.m. on the ________ day
						of ________, 19____________, at
____________
________, description: sex ________, color
						of skin ________, color of hair ________, approximate age ________, weight
						________, height________, at ________ o'clock ________.m. on the ________ day
						of ________, 19____________, at
____________
That none of the aforesaid persons is in
						the military service as defined by the Act of Congress know as the "Soldiers'
						and Sailors' Civil Relief Act of 1940" and in the New York "Soldiers' and
						Sailors' Civil Relief Act."
________
Sworn to before me this ________
						Signature
day of ________, 19 ________
________
Print Name
________
Notary Public
Commission Expires:
(Affix Notary Stamp or Seal)
Name of Attorney: ____________ Tel. No.:
						________
Address of Attorney: ____________
P-7 (9/96)
New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form P-8 - Application and order for dispensing with testimony of attesting witness

Current through Register Vol. 46, No. 28, July
					 10, 2024
Form P-8
(Application and Order for
SURROGATE'S COURT OF THE STATE OF NEW YORK
						Dispensing with Testimony
COUNTY OF of Attesting Witness)
________X
PROBATE PROCEEDING, APPLICATION TO
						DISPENSE WITH
Will of TESTIMONY OF ATTESTING
						WITNESS
(SCPA 1405)
a/k/a
Deceased. File No. ________
________X
STATE OF NEW YORK)
COUNTY OF) ss.:
____________, being duly sworn, deposes
						and says:
The testimony of ____________,
an attesting witness to the Will/Codicil
						of the above-named decedent, dated ________, 19________, offered for probate,
						cannot be obtained because of [ ] death [ ] absence [ ] disability [ ]
						inability to locate
[Explain in detail and add additional
						affidavit if necessary]____________
____________
Wherefore it is respectfully requested,
						pursuant to SCPA 1405, that the testimony of said witness be dispensed
						with.
Sworn to before me this ________
						________
day of ________, 19 ________
						Signature
________ ________
Notary Public Print Name
Commission Expires:
(Affix Notary Stamp or Seal)
SURROGATE'S COURT OF THE STATE OF NEW
						YORK
COUNTY OF
________X
PROBATE PROCEEDING, ORDER DISPENSING
						WITH
Will of TESTIMONY OF
a/k/a ATTESTING WITNESS
Deceased.
________X
Upon reading and filing the foregoing
						affidavit which states why the attesting witness therein named is unable to
						appear in this Court, it is
ORDERED that the testimony of
						____________,
as an attesting witness to the instrument
						offered for probate herein, is hereby dispensed with in this probate
						proceeding.
Dated ________, 19________ ________
P-8 (9/96) Surrogate
New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form P-9 - Affidavit proving handwriting

Current through Register Vol. 46, No. 28, July
					 10, 2024
Form P-9
(Affidavit Proving Handwriting)
SURROGATE'S COURT OF THE STATE OF NEW
						YORK
COUNTY OF
________X
PROBATE PROCEEDING, AFFIDAVIT
						PROVING
Will of HANDWRITING
a/k/a
Deceased.
________X File No.________
STATE OF NEW YORK)
) ss.:
COUNTY OF)
____________ being duly sworn, deposes and
						says:
1. My address is: ____________
2. I was well-acquainted with [ ] the
						testator [ ] an attesting witness to the testator's Will/Codicil.
3. I am familiar with the manner and style
						of the testator's/witness's handwriting, having often seen him/her write
						his/her signature and having seen his/her signature on documents I know to have
						been signed by him/her.
4. The signature subscribed at the end of
						the instrument in writing now produced and shown to me, purporting to be the
						testator's Last Will and Testament dated ________, 19________, is the signature
						of and is the handwriting of ____________.
________
Sworn to before me this ________
						Signature
day of ________, 19 ________
________
Print Name
________
Notary Public
Commission Expires:
(Affix Notary Stamp or Seal)
Name of Attorney: ____________ Tel. No.:
						________
Address of Attorney: ____________
P-9 (9/96)
New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form P-10 - Renunciation of nominated executor and/or trustee

Current through Register Vol. 46, No. 28, July
					 10, 2024
Form P-10
SURROGATE'S COURT OF THE STATE OF NEW YORK
						(Renunciation of Nominated
COUNTY OF Executor and/or Trustee)
________X
PROBATE PROCEEDING,
Will of RENUNCIATION OF NOMINATED
EXECUTOR and/or TRUSTEE
a/k/a
Deceased. File No. ________
________X
I, ____________ domiciled at (or, in the
						case of a bank or trust company, its principal office) ____________, nominated
						as an executor
and/or trustee in the (Will)(Codicil) of
						____________
dated ________ late of ____________ in the
						County of
____________, New York, hereby renounce
						the
appointment and all right and claim to
						letters testamentary and/or letters of trusteeship of and under the (Will)
						(Codicil) or to act as executor and/or trustee thereof.
I hereby waive the issuance and service of
						a citation in the above entitled matter, and consent that the Will dated
						____________
(I) [FN3] ( ____________ and I jointly and
						severally) undertake that defendant will appear in
(Signature)
(Name of Corporation)
(Print Name)
(Name of Officer)
Date: ________
STATE OF NEW YORK
COUNTY OF ss.:
On ____________, 19________, before me
						personally appeared
[INDIVIDUAL]
[ ] ____________ to me known and known to
						me to be the person described in and who executed the foregoing renunciation
						and duly acknowledged the execution thereof.
[CORPORATION]
[ ] ____________ to me known, who duly
						swore to the foregoing instrument and who did say that he/she resides at
						____________
and that he/she is a ____________
of ____________ the corporation/national
						banking association described in and which executed such instrument; and that
						he/she signed his/her name thereto by order of the Board of Directors of the
						corporation.
________
Notary Public
Commission Expires:
(Affix Notary Stamp or Seal)
Name of Attorney: ____________ Tel. No.:
						________
Address of Attorney: ____________
P-10 (9/96)
New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form P-11 - Renunciation of letters of administration c.t.a. and waiver of process

Current through Register Vol. 46, No. 28, July
					 10, 2024
Form P-11
(Renunciation of Letters of
SURROGATE'S COURT OF THE STATE OF NEW YORK
						Administration c.t.a. and
COUNTY OF Waiver of Process)
________X
PROBATE PROCEEDING, RENUNCIATION OF
						LETTERS OF
Will of ADMINISTRATION c.t.a. AND
WAIVER OF PROCESS
a/k/a (SCPA 1418)
Deceased.
________X File No. ________
The undersigned, ____________, a
						person
interested in this estate, and in all
						respects eligible to receive letters, hereby personally appears in this
						proceeding in the Surrogate's Court of ________County and
1. Renounces all rights to Letters of
						Administration c.t.a.
2. Waives the issuance and service of
						citation in the above entitled proceeding and consents that the will dated
						________, 19________, a copy of which has been received by the undersigned, be
						admitted to probate.
3. Consents that Letters of Administration
						c.t.a. be granted by the Court to ________ or any other person or persons
						entitled thereto without any notice whatsoever to the undersigned.
4. Consents to dispense with the bond of
						the Administrator c.t.a., and if such consent be filed by some but not all of
						the persons interested in the estate, specifically releases any claim by me
						under any bond that may be required of such Administrator c.t.a.
________ ________ ________ ________
Date Signature Street Address
						Relationship
________ ________
Print Name Town/State/Zip
STATE OF NEW YORK
County of ss.:
On ________, 19 ________, before me
						personally appeared ____________
____________
to me known and known to me to be the
						person described in and who executed the foregoing waiver and consent and duly
						acknowledged the execution thereof.
________
Notary Public
Commission Expires:
(Affix Notary Stamp or Seal)
Name of Attorney: ____________ Tel. No.:
						________
Address of Attorney: ____________
P-11 (9/96)
New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form P-12 - Affidavit of no debt

Current through Register Vol. 46, No. 28, July
					 10, 2024
Form P-12
(Affidavit of No Debt)
SURROGATE'S COURT OF THE STATE OF NEW
						YORK
COUNTY OF
________X
PROBATE PROCEEDING,
Will of AFFIDAVIT OF NO DEBT
(For Use with Letters of a/k/a
						Administration c.t.a.)
Deceased.
________X File No. ________
STATE OF NEW YORK)
) ss.:
COUNTY OF)
____________, being duly sworn, deposes
						and says that he/she resides at ________, County of ____________,
State of ________; that he/she is the
						person seeking appointment as administrator c.t.a. in the above entitled
						proceeding; that the value of all personal property receivable by the fiduciary
						of the estate of the above-named decedent plus estimated gross rents receivable
						by said fiduciary for 18 months will not exceed the sum of $________; that
						deponent has made a diligent searach to ascertain whether or not there are any
						debts or claims against the estate of said decedent and that there are no
						claims, including unpaid funeral and medical bills, except as follows:
[If "none", write NONE]
NAME ADDRESS NATURE OF CLAIM AMOUNT
______________
Signature
______________
Print Name
Sworn to before me this ________
day of ________,19________
________
Notary Public
Commission Expires:
(Affix Notary Stamp or Seal)
Name of Attorney: ____________ Tel. No.:
						________
Address of Attorney: ____________
P-12 (9/96)
New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form P-13 - Affidavit of comparison

Current through Register Vol. 46, No. 28, July
					 10, 2024
Form P-13
(Affidavit of Comparison)
(Note: Attach a copy of the Will/Codicil
						to this Affidavit of Comparison executed by any two persons; if a photocopy of
						the Will is used, only one person need make the affidavit.)
SURROGATE'S COURT OF THE STATE OF NEW
						YORK
COUNTY OF
________X
PROBATE PROCEEDING,
Will of AFFIDAVIT OF COMPARISON
a/k/a
Deceased. File No. ________
________X
STATE OF NEW YORK)
) ss.:
COUNTY OF)
I/We ________ (and) ____________
being duly sworn, say(s), that (he/she
						has) (we have) carefully compared the copy of decedent's Will/Codicil
						propounded herein to which this affidavit is annexed with the original Will
						dated the ________ day of ____________,
19 ________, (and the original Codicil
						dated the ________ day of ____________,
19 ________),
about to be filed for probate, and that
						the same is in all respects a true and correct copy of said original
						Will/Codicil and of the whole thereof.
________
Signature
Sworn to before me this ________
						________
day of ________, 19 ________ Print
						Name
________
Signature
________
Print Name
________
Notary Public
Commission Expires:
(Affix Notary Stamp or Seal)
P-13 (9/96)
New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form P-14 - Petition for successor letters testamentary

Current through Register Vol. 46, No. 28, July
					 10, 2024
Form P-14
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New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form P-15 - Renunciation of successor letters testamentary and waiver of process (individual)

Current through Register Vol. 46, No. 28, July
					 10, 2024
Form P-15
Image
New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form P-16 - Renunciation of successor letters testamentary and waiver of process (corporate)

Current through Register Vol. 46, No. 28, July
					 10, 2024
Form P-16
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New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form P-17 - Notice of appointment of successor executor

Current through Register Vol. 46, No. 28, July
					 10, 2024
Form P-17
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New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form SE1B - Amended affidavit in relation to settlement of estate

Current through Register Vol. 46, No. 28, July
					 10, 2024
SURROGATE'S COURT OF THE STATE OF NEW
						YORK
COUNTY OF ________
________X AMENDED AFFIDAVIT
VOLUNTARY ADMINISTRATION, Estate of IN
						RELATION TO SETTLEMENT
OF ESTATE
________, UNDER ARTICLE 13, SCPA
Deceased File No. ________
________X
STATE OF NEW YORK)
) ss.:
COUNTY OF ________)
I, ________, being duly sworn, depose and
						say:
(Name)
1. I am the voluntary administrator/trix
						of the above-named decedent and make this affidavit pursuant to Article 13 of
						the Surrogate's Court Procedure Act. The original and any amended affidavits
						were filed on the following dates: [list dates] ____________
2. I was found qualified to act as the
						voluntary administrator/trix of the above captioned estate by the ________
						County Surrogate's Court on the ________ day of ________, 19________
3. The following items of personal
						property, owned by the above-named decedent, were not listed in paragraph 9 of
						the Affidavit of Voluntary Administration originally filed nor in any amended
						affidavits filed with the court.
Items of Personal Property Space for
						Endorsement
Separately Listed Value of Each Item By
						Transferors
____________
____________
____________
____________
Total $________
4. For the items of personal property
						listed in paragraph 3, I require ________ additional certificates of voluntary
						administration.
The value of all of the decendent's
						non-exempt assets still does not exceed $ 10,000.00.
______________
(Affiant)
Sworn to before me on
________, 19________
______________
(Print Name)
______________
Notary Public
My Commission Expires:________
NAME OF AFFIANT OR ATTORNEY
FOR AFFIANT: ____________
ADDRESS: ____________
TEL NO.: ________
New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form SE1C - Renunciation of voluntary administration

Current through Register Vol. 46, No. 28, July
					 10, 2024
SURROGATE'S COURT OF THE STATE OF NEW
						YORK
COUNTY OF ________
________X
VOLUNTARY ADMINISTRATION, Estate of
						RENUNCIATION OF VOLUNTARY
ADMINISTRATION
________,
Deceased File No. ________
________X
TO THE SURROGATE'S COURT:
The undersigned, whose domiciliary address
						is
____________
(Street address) (City/Town/Village)
						(State) (Zip)
Mailing Address ____________
(If different from domicile)
being of full age and [check and complete]
						a distributee of the above-named decedent and related as a
________,
(state relationship)
[ ] a fiduciary or legatee named in the
						decedent's will dated ________, hereby personally appears herein and renounces
						all right to act as voluntary administrator/trix of the goods, chattels and
						credits of the decedent.
______________
(Renouncing Party)
______________
(Print Name)
STATE OF NEW YORK)
) ss.:
COUNTY OF ________)
On the ________ day of ________, 19
						________, before me personally came ________, known to me to be the individual
						described in and who executed the foregoing instrument, and to me such person
						duly acknowledged that he/she executed the same.
______________
Notary Public
My commission expires:________
NAME OF ATTORNEY: ____________
ADDRESS: ____________
TELEPHONE NO.: ________
SE-1C (3/91)
New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form SE1D - Report and account in settlement of estate

Current through Register Vol. 46, No. 28, July
					 10, 2024
SURROGATE'S COURT OF THE STATE OF NEW
						YORK
COUNTY OF ________
________X
VOLUNTARY ADMINISTRATION, Estate of REPORT
						AND ACCOUNT IN
SETTLEMENT OF ESTATE
________, PURSUANT TO ARTICLE 13,
						SCPA
Deceased File No. ________
________X
The undersigned, authorized by this court
						to act as the voluntary administrator of the above entitled estate, reports and
						accounts as follows:
1. There has come into my possession the
						following personal property of the deceased, which is on hand or has been
						converted into cash in the amounts indicated:
Item Value
____________
____________
____________
[If more space in needed add a sheet of
						paper]
Total value of personal property and cash:
						$ ________
2. All of this personal property and cash
						have been disbursed or distributed as follows:
Item or Cash To Whom
____________
____________
____________
Receipts or cancelled checks showing the
						payment of expenses of administration, disbursements, or distributions are
						annexed.
3. No part of the estate of the decedent
						remains in my possession.
______________
Voluntary Administrator/trix
______________
Print Name of Voluntary
						Administrator/trix
STATE OF NEW YORK)
ss.:
COUNTY OF ________)
________ being duly sworn, deposes and
						says: I have read the foregoing Report and Account and know the contents
						thereof; the matters and things therein stated are true as of my own knowledge;
						the foregoing Account is in all respects just and true and contains a full,
						particular and true account of all money and property of the deceased coming
						into my possession; and the administration expenses, disbursements and
						distribution shown have been actually made for the purposes and reasons therein
						stated.
______________
Affiant
Sworn to before me on
________, 19________
______________
Notary Public
My commission expires:________
SE-1D (3/91)
New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form SE2B - Amended affidavit in relation to settlement of estate

Current through Register Vol. 46, No. 28, July
					 10, 2024
SURROGATE'S COURT OF THE STATE OF NEW YORK
						AMENDED AFFIDAVIT IN
COUNTY OF RELATION TO SETTLEMENT
________X OF ESTATE UNDER
VOLUNTARY ADMINISTRATION, Estate of
						ARTICLE 13, SCPA
________,
Deceased File No. ________
________X
STATE OF NEW YORK)
COUNTY OF) ss.:
I,
__________
(I) [FN3] ( ____________ and I jointly and
						severally) undertake that defendant will appear in
1. I am the voluntary administrator of the
						above-named decedent and make this affidavit pursuant to Article 13 of the
						Surrogate's Court Procedure Act. The original and any amended affidavits were
						filed on the following dates: [list dates]
2. I was found qualified to act as the
						voluntary administrator of the above-captioned estate by the ________ County
						Surrogate's Court on the ________ day of ________, 19________.
3. The following items of personal
						property, owned by the above-named decedent, were not listed in paragraph 9 of
						the Affidavit of Voluntary Administration originally filed nor in any amended
						affidavits filed with the court.
Items of Personal Property
Separately Listed Value of Each
						Item
Total $________
4. For the items of personal property
						listed in paragraph 3, I require ________ additional certificates of voluntary
						administration.
The value of all of the decedent's
						non-exempt assets still does not exceed $20,000.00
Sworn to before me on ________
Signature of Affiant
________, 19________
________
Print Name
________
Notary Public
My Commission Expires: ________
NAME OF AFFIANT OR ATTORNEY:
						____________
FOR AFFIANT:____________
ADDRESS: ____________
TELEPHONE NUMBER: ____________
SE2B (9/96)
New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form SE-3A - Affidavit in Relation to Settlement or Estate Under Article 13, SCPA

Current through Register Vol. 46, No. 28, July
					 10, 2024
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New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form SE-3B - Affidavit in Relation to Settlement or Estate Under Article 13, SCPA

Current through Register Vol. 46, No. 28, July
					 10, 2024
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New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form WD-5 - Waiver and consent for insurance company

Current through Register Vol. 46, No. 28, July
					 10, 2024
Form WD-5
(Waiver and Consent for Insurance
						Company)
SURROGATE'S COURT OF THE STATE OF NEW
						YORK
COUNTY OF ________
________x
In the Matter of the Application of
________, as Administrat________ of the
						Goods,
Chattels and Credits which were of
________ WAIVER AND CONSENT
Deceased, File No. ________
for leave to compromise a certain cause of
						action for wrongful death of the decedent and to render and have judicially
						settled an account of the proceedings as such administrat________.
________x
TO THE SURROGATE'S COURT:
The ________ Insurance Company, with
						offices at ________, New York, as the insurer of ________ and pursuant to its
						obligations to its insured under said liability insurance policy, does hereby
						appear and waive issuance and service of a citation in the above entitled
						proceeding. It further consents to pay the sum of $ ________ in full settlement
						of the claim for wrongful death of ________, deceased. It further consents that
						the filing of a bond or other security be dispensed with and waive any further
						notice.
Dated: ________, 19________
INSURANCE COMPANY
By: ________
STATE OF NEW YORK)
) ss.:
COUNTY OF ________)
On the ________ day of ________, 19
						________, before me personally came and appeared ________, known to me to be a
						Corporate Officer of the ________ INSURANCE COMPANY, to wit, ________, who had
						the authority and who did execute the foregoing Waiver and Consent on behalf of
						the ________ INSURANCE COMPANY and acknowledged that ________executed the
						same.
______________
Notary Public
New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form SG-2 - Physician's opinion of progressively chronic or fatal illness

Current through Register Vol. 46, No. 28, July
					 10, 2024
SURROGATE'S COURT OF THE STATE OF NEW
						YORK
COUNTY OF ________
________x
Proceeding for the Appointment PHYSICIAN'S
						OPINION
of a Standby Guardian for OF
						PROGRESSIVELY
CHRONIC OR FATAL ILLNESS
________
An Infant. File No. ________
________x
I, ________, am a physician duly licensed
						to practice medicine in the State of New York.
1. My license number is:
						____________
2. My office is located at:
						____________
3. [Check appropriate box]:
[ ] I am the physician who has primary
						responsibility for the treatment and care of the petitioner, or
[ ] I am the physician who is acting on
						behalf of ________, the physician who has primary responsibility for the
						treatment and care of the petitioner, or
[ ] I am a physician who is familiar with
						the petitioner's medical condition.
4. [Check appropriate box(es) and explain
						where requested]:
[ ] [i] I have performed tests or
						evaluations of the petitioner. [Set forth the dates performed.]
[ ] [ii] I have reviewed the tests or
						evaluation performed on petitioner. [Set forth the dates performed, and the
						names of the doctors who performed the tests and/or evaluations.]
5. [Check appropriate box]:
Based upon the foregoing tests or
						evaluations of the petitioner, it is my opinion, with a reasonable degree of
						medical certainty, that the petitioner
[ ] has a fatal illness
[ ] Has a progressively chronic
						illness
[ ] may become incapacitated by reason of
						a chronic and substantial inability, as a result of mental impairment, to
						understand the nature and consequences of decisions concerning the care of the
						petitioner's dependent infant and a consequent inability by petitioner to care
						for said infant.
6. Petitioner is [ ] medically capable, [
						] medically incapable, of appearing at the hearing. [If medically incapable of
						appearing, explain]
Date: ________
______________
Signature of Physician
New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form SG-3 - Waiver of citation renunciation and consent to appointment of standby guardian

Current through Register Vol. 46, No. 28, July
					 10, 2024
SURROGATE'S COURT OF THE STATE OF NEW
						YORK
COUNTY OF ________
________x
Proceeding for the Appointment WAIVER OF
						CITATION
of a Standby Guardian for RENUNCIATION AND
						CONSENT
TO APPOINTMENT OF STANDBY GUARDIAN
________ (SCPA 1726(3))
An Infant. File No. ________
________x
I, ____________ whose domicile is:
____________
(Street Address)
						(City/Town/Village)
____________
(County) (State) (Zip)
am a competent person over the age of
						eighteen years. My interest in the above entitled proceeding is as follows:
						[Check appropriate interest]
[ ] Parent of the above named
						infant
[ ] Grandparent of the above named
						infant
[ ] Other (Specity) ____________
I hereby personally appear and waive the
						issuance and service of a citation in this matter and
(1) Consent that ____________
be appointed the standby guardian of
						the
a. [ ] Person only
b. [ ] Property only
c. [ ] Person and Property
(2) Renounce all right to letters of
						Guardianship which may hereafter be issued by the Court upon the qualification
						of the Standby Guardian.
Dated: ________
______________
(Signature)
______________
(Print Name)
STATE OF NEW YORK)
) ss.:
COUNTY OF ________)
On ________, 19 ________, before me
						personally appeared ________ to me known and known to me to be the same person
						described in and who executed the foregoing instrument, and duly acknowledged
						that ________ he executed the same.
______________
Notary Public
______________
Name of Attorney
Commission Expires: ________
(Affix Notary Stamp or Seal)
						Address
________
Telephone Number
New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form SG-4 - Citation

Current through Register Vol. 46, No. 28, July
					 10, 2024
STANDBY GUARDIANSHIP 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 filed by ________,
						who is domiciled at ________
YOU ARE HEREBY CITED TO SHOW CAUSE before
						the Surrogate's Court, ________ County, at ________, New York, on ________,
						19________, at ________ o'clock of that day why an order should not be granted
						pursuant to SCPA 1726 appointing ________ as Standby Guardian(s) of ________,
						an infant.
(State any further relief
						requested)
HON.
______________
Surrogate
Dated, Attested and Sealed,
________, 19________ ________
Chief Clerk
(Seal)
Name of
Attorney for Petitioner ____________ Tel.
						No. ________
Address of Attorney _____________
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 that you do not object to the relief requested. You have the right
						  to have an attorney-at-law appear for you.