PROBATE INTAKE SHEET



I. GENERAL INFORMATION


Decedent’s Name ______________________________________________________________

 

Did Decedent have a Will ______ Yes ______ No


PROVIDE A COPY OF THE DEATH CERTIFICATE


PROVIDE THE ORIGINAL WILL(IF THERE IS ONE)


Who wishes to serve as Personal Representative? ________________________________

 

            Address      ________________________________________________


                               _________________________________________________


            Home Phone ______________________ Work Phone ___________________________


            Relationship to decedent ____________________________________


            Named in Will as Personal Representative? ______ Yes ______ No


Please give in the box below information of the person(s) named in the Will as Personal Representative others with equal right to be Personal Representative, that is they have the same degree of relationship to the deceased (e.g. child, sibling, etc.)


Name

Address

 

 

 

 

 

 

 

 


II. INTERESTED PERSONS


Heirs(Heirs are first the Spouse and children and issue of any deceased children. If the decedent was not married or never had any children, then the heirs would be his/her parents, if they are still living. If they are not living, the heirs would be the decedent’s brothers and sisters and if any of the decedent’s brothers and sisters predeceased decedent, the issue of any deceased brothers and sisters, i.e. the nieces and nephews from that deceased brother or sister.)


Name

Address

Relationship

Birthdate if under 18

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Devisee(s)Those parties who are not heirs e.g charitable organizations, non-relatives

 

Name

Address

 

 

 

 

 

 

 

 

 

 


III ASSETS(to be probated)

 

Personal Property                 Provide copies of accounts or appraisals


Item

Account Number

Value

Stocks 

 

 

Bonds 

 

 

CDs 

 

 

Checking Accounts

 

 

Savings Accounts

 

 

Automobiles

 

 

Household Goods and Furniture

 

 

Other asset

 

 

Other asset

 

 

Other asset

 

 

Other asset

 

 


REAL ESTATE Provide copies of deed(s)

IF you do not have a deed please provide for each property:

Address

Owners

Value

 

 

 

 

 

 


Is there a mortgage, lien or other encumbrance against the property? _____ Yes _____ No


            If yes, approximately how much $_______________


Will the property(ies) be sold ________ Yes ________No


Will the property(ies) be distributed to heirs _______Yes ______No


If yes, to whom


Name

Address

 

 

 

 

 

 







IV DEBTS


Known Creditor(s)


Name

Address

Amount

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


V. TRUSTS

If the decedent had a trust,


__________________________________

name of the person who is administering it


If there is a trust but nobody is administering it, please provide a copy.



V. IF ANY KNOWN PROBLEMS OR DISPUTES, PLEASE PROVIDE DETAILS: