Last updated: 9/24/2020
Petition For Probate And Letters Or Temporary Administration {P-1}
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Description
þ Filling Fee Paid þ $ þ þ þ þ Certs þ $ þ þ þ þ Certs þ $ þ SURROGATE222S COURT OF THE STATE OF NEW YORK þ en-US$ þ þ Bond, Fee: þ $ þ en-USCOUNTY OF þ þ Receipt No: þ þ No: þ þ en-USXen-USPROBATE PROCEEDING, þ þ þ en-USPETITION FOR PROBATE AND:en-USWILL OF: þ þ en-US þ Letters Testamentary a/k/a þ þ þ en-US þ en-USLetters of Trusteeship þ þ þ þ en-US þ en-USLetters of Administration c.t.a. þ þ þ en-US þ en-USTemporary Administration þ þ en-USDeceased þ X þ File No. þ þ To the Surrogate222s Court, County of þ þ It is respectfully alleged: þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ en-USinterest in this proceeding of the petitioner are as follows:en-USName: þ en-US þ (First) þ (Middle) þ (Last) þ þ þ þ þ en-US þ (Street and Number) þ en-US þ (City, Village or Town) þ (State) þ (Zip Code) þ Mailing Address: þ en þ (If different from domicile) en-USCitizen of: þ Interest (s) of Petitioner (s): [Check one] þ en-USen-US Executor (s) named in decedent222s Will þ en-USen-US Other (Specify) þ þ 1. þ (b) þ The proposed Executor þ en-US is þ þ en-USen-US is not an attorney.en-US þ [NOTE: A sole Executor-Attorney must comply with 22 NYCRR 207.16(e)] þ 1. þ (c) þ The proposed Executor þ en-US is þ þ en-US þ þ þ þ þ þ þ þ þ or employee thereof. en-US þ þ þ þ þ þ þ þ þ þ þ þ þ en-USSCPA 2307-a] þ 1. þ (d) þ The proposed Executor en-USen-US is en-USen-US is not a convicted felon nor is he/she otherwise ineligible, pursuant to þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ en-USCivil Disabilities. þ 2. þ The name, domicile, date and place of death, and national citizenship of the above-named decedent as en-USfollows: þ (a) þ Name: þ þ (b) þ Date of death þ þ (c) þ Place of death þ þ (d) þ Domicile: Street þ þ City, Town, Village þ þ County þ þ þ State þ þ (e) þ Citizen of: þ þ 3. þ The Last Will, herewith presented, relates to both real and personal property and consists of an en-USinstrument or instruments dated as shown below and signed at the end thereof by the decedent and the following en-USattesting witnesses: þ þ þ en-US (Date of Will) þ (Names of All Witnesses to Will) þ þ þ en-US (Date of Codicil) þ (Names of All Witnesses to Codicil) þ þ þ en-US (Date of Codicil) þ (Names of All Witnesses to Codicil) American LegalNet, Inc. www.FormsWorkFlow.com þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ en-USbelief, after a diligent search and inquiry, including a search of any safe deposit box, there exists no will, codicil or other en-UStestamentary instrument of the decedent later in date to any of the instruments mentioned in Paragraph 3 except as en-USfollows:en-US [Enter 223NONE224 or specify]en-US þ en þ en þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ en-USthose classes of surviving relatives who would take the property of decedent pursuant to EPTL 4-1.1 and 4-1.2. State the en-USnumberen-US of survivors in each class. Insert 223en-USNOen-US224 in all prior classes. Insert 223en-USXen-US224 in all subsequent classes]. þ a. þ en-US þ Spouse (husband/wife). þ b. þ en-US þ Child or children and/or issue of predeceased child or children. en-US en-US[Must include marital, nonmarital, adopted, or adopted-out of child under DRL Section 117] þ c. þ en-US þ Mother/Father. þ d. þ en-US þ Sisters and/or brothers, either of the whole or half blood, and issue of predeceased sisters en-USand/or brothers (nieces/nephews, etc.) þ e. þ en-US þ Grandparents. [Include maternal and paternal] þ f. þ en-US þ þ þ þ þ þ þ þ þ þ þ þ þ en-US[Include maternal and paternal] þ g. þ en-US þ þ þ þ þ þ þ þ þ þ þ þ þ en-USpaternal] þ 6. þ The names, relationships, domicile and addresses of all distributees (under EPTL 4-1.1 and 4-1.2), of en-USeach person designated in the Will herewith presented as primary executor, of all persons adversely affected by the en-USpurported exercise by such Will of any power of appointment, of all persons adversely affected by any codicil and of all þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ en-USsubdivisions (a) and (b). þ [If the propounded will purports to revoke or modify an inter vivos trust or any other testamentary þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ en-USsubparagraphs (a) and (b) below. en-USSubmit trust agreementen-US] þ (a) þ All persons and parties so interested who are of full age and sound mind or which are corporations or en-USassociations, are as follows: Name and Relationship þ Domicile Address and Mailing Address þ Description of Legacy, Devise or Other en-USInterest, or Nature of Fiduciary Status þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ (b) þ All persons so interested who are persons under disability, are as follows: þ en-US þ þ þ þ þ þ þ Name and Relationship þ Domicile Address and Mailing Address þ Description of Legacy, Devise or Other en-USInterest, or Nature of Fiduciary Status þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ American LegalNet, Inc. www.FormsWorkFlow.com þ þ þ þ þ þ þ þ þ þ þ 7. þ (a) þ The names and domiciliary of all substitute or successor executors and of all trustees, guardians, þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ en-USdesignated in the propounded Will other than those named in Paragraph 6 herewith are as follows: Name and Relationship þ Domicile Address and Mailing Address þ Description of Legacy, Devise or Other en-USInterest, or Nature of Fiduciary Status þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ Name and Relationship þ Domicile Address and Mailing Address þ Description of Legacy, Devise or Other en-USInterest, or Nature of Fiduciary Status þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ en-US[NOTE: In the case of each infant, state (a) name, birth date, relationship to decedent, domicile and residence address, en-USand the person with whom he/she resides, (b) whether or not he/she has a court-appointed guardian (if not, so state), and en-USwhether or not his/her father and/or mother is living, and (c) the name and residence address of any court-appointed en-USguardian and the information regarding such appointment. In the case of each other person under a disability, state (a) en-USname, relationship to decedent, and residence address, (b) facts regarding his disability including whether or not a þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ en-UScommitted to any institution, and (c) the names and addresses of any committee, person or institution having care and en-UScustody of him/her, conservator, guardian, and any relative or friend having an interest in his/her welfare. In the case of a þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ en-UScase of unknowns, describe such person in the same language as will be used in the process.] þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ þ en-USrelationship to the decedent, such as attorney, accountant, doctor, or clergyperson, except: en-US[Enter 223NONE224 or indicate en-USen-US. þ þ þ (b) þ No persons, corporations or associations are interested in this proceeding other than those mentioned en-USabove. þ 9. þ (a) þ To the best of the knowledge of the undersigned, the approximate total value of all property constituting en-USthe decedent222s gross testamentary estate is greater than $ þ þ en-USbut less than $ þ þ Personal Property þ $ þ en-US Improved real property in New York State $ þ þ Unimproved real property in New York State þ $ þ þ Estimated gross rents for a period of 18 months þ $ þ þ (b) þ No other testamentary assets exist in New York State, nor does any cause of action exist on behalf of en-USthe estate, except as follows: en-US[Enter 223NONE224 or specify] þ American LegalNet, Inc. www.FormsWorkFlow.com þ þ þ þ 10. þ Upon information and belief, no other petition for the probate of any will of the decedent or for letters of þ þ þ þ þ þ þ þ þ þ þ þ WHEREFORE your petitioner (s) pray (s) that process be issued to all necessary parties to show cause why the en-USWill and the Codicil (s) set forth in Paragraph 3 and presented herewith should not be admitted to probate; (b) that an en-USorder be granted directing the service of process, pursuant to the provisions of Article 3 of the S.C.P.A., upon the persons en-USnamed in Paragraph (6) hereof who