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 and 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
First:
Second:

 

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
First:
Second:
Third:

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

Name	Address
First:
Second:
Third:

 

III ASSETS (property to be probated)

Personal Property                 Provide copies of accounts or appraisals, if any.

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
First:
Second:

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

If yes, approximate balance  $_______________

Will the property(ies) be sold ________ Yes ________No

Will the property(ies) be distributed to heirs _______Yes ______No  If yes, to whom

Name	Address
First
Second
Third

 

IV DEBTS

Known Creditor(s)

Name	Address	Amount
1.
2.
3.
4.
5.

 

V. TRUSTS

If the decedent had a trust provide a copy and name of the person who is administering it

__________________________________

 

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