Formal Administration Checklist For Closing Estate

FORMAL ADMINISTRATION CHECKLIST FOR CLOSING ESTATE (All orders provided to the court must show the persons to whom the order is copied; and self-addressed stamped envelopes (with no return address) shall be provided for mailing) PROBATE CASE NUMBER: _______________ DATE OF DEATH: ____________________________ ESTATE OF: ____________________________________________________________________________ ATTORNEY OF RECORD: _______________________________________________________________ ESTATE: Testate ________ Intestate ________ Ancillary ________ Affidavit of Heirs filed? ______ Yes ______ No Petition to Determine Exempt Property filed? ______ Yes ______ No Petition to Determine Homestead filed? ______ Yes ______ No Any Adversary Proceeding filed? ______ Yes ______ No Type: __________________________________ _______________________________________ _______________________________________ _______________________________________ All Adversary Proceedings Actions disposed? ______ Yes ______ No (If No, attach explanation.) NOTICE OF ADMINISTRATION 1. 2. 3. Date Death Certificate filed: _______________________________ Date Letters of Administration issued: _______________________ Proof of Service of Notice of Administration ­ Rule 5.040(4) Number required: _______________ Proofs or Waivers filed? NOTICE TO CREDITORS 1. 2. 3. 4. 5. 6. 7. 8. Known Creditors served with Notice to Creditors? ______ Yes ______ No FS 733.2121(3)(a) Proof of Publication of Notice to Creditors filed? ______ Yes ______ No Rule 5.241(c) Agency for Health Care Administration served? ______ Yes ______ No FS 733.2121(3)(d) Department of Revenue served? ______ Yes ______ No FS 733.2121(3)(e) Claims Period expiration date: ___________________________________ FS 733.2121 Statement Regarding Creditors filed? ______ Yes ______ No Rule 5.241(d) Claims filed? ______ Yes ______ No If Yes, how many? ___________ All Claims resolved? ______ Yes ______ No (If No, attach explanation.) UNCLAIMED PROPERTY 1. Check with Department of Unclaimed Property? ______ Yes ______ No Rules 5.171 & 5.205 FS 733.401 ______ Yes ______ No FS 732.402 Rule 5.405 Rule 5.025 Court Form Page 1 of 3 Rev. 03/07/2012 American LegalNet, Inc. www.FormsWorkFlow.com INVENTORY 1. 2. 3. 4. Inventory due date: __________________________________________ Date Inventory filed: _________________________________________ Department of Revenue served? ______ Yes ______ No FS 199.062(2) (note statute repealed 1/1/07) & 733.2121(3)(e) Proofs of Service of Inventory ­ Rule 5.340(d): Number required? All Proofs filed? ______ Yes ______ No (If No, attach explanation.) CIVIL ACTIONS 1. 2. Notice of Civil Action filed? ______ Yes All Civil Actions disposed? ______ Yes ______ No ______ No TAXES 1. 2. Affidavit of no Tax due filed/recorded: ______ Yes ______ No FS 198.32(2) (If no taxes due, proceed to Final Accounting) Notice of Estate Tax Return filed and served: ______ Yes ______ No Rule 5.395 Due date of Estate Tax Return: ___________________________________ Extended to: _________________________________________________ Federal Estate Tax Closing Letter filed: ______ Yes ______ No Florida Estate Tax Certificate filed/recorded: ______ Yes ______ No FS 198.26 FINAL ACCOUNTING 1. 2. 3. Final Accounting filed? ______ Yes ______ Waived by all ______ No Any Objections to Final Accounting? ______ Yes ______ No All Objections to Final Accounting resolved? ______ Yes ______ No (If No, attach explanation.) ­ Rule 5.401 CLOSING 1. Petition for Discharge filed? ______ Yes ______ No Rule 5.400 Date filed: ________________________________________ Presumptive Discharge date: __________________________ Rule 5.400(c) Petition to Extend filed? ______ Yes ______ No Rule 5.400(c) If Yes, Extended to: _________________________________ Interested Persons other than Petitioner at the time of the filing of the Petition of Discharge: ______ Yes (If Yes, list below) ______ No FS 731.201(21) NAMES OF INTERESTED PERSONS SERVED WITH PETITION FOR DISCHARGE a. b. c. d. e. ___________________________________________ Waiver _______ ___________________________________________ Waiver _______ ___________________________________________ Waiver _______ ___________________________________________ Waiver _______ ___________________________________________ Waiver _______ Page 2 of 3 Rule 5.340(a) _________ Rule 5.065 (If No, attach explanation.) 3. 4. Rule 5.400 ______ N/A 2. Date Served: _____________ Date Served: _____________ Date Served: _____________ Date Served: _____________ Date Served: _____________ Rev. 03/07/2012 American LegalNet, Inc. www.FormsWorkFlow.com Court Form f. ___________________________________________ Waiver _______ g. ___________________________________________ Waiver _______ h. ___________________________________________ Waiver _______ i. ___________________________________________ Waiver _______ j. ____________________________________________ Waiver _______ 3. 4. Date Served: _____________ Date Served: _____________ Date Served: _____________ Date Served: _____________ Date Served: _____________ Any Objections to Petition for Discharge filed? ______ Yes ______ No All Objections to Petition for Discharge resolved? ______ Yes ______ No ______ N/A (If No, attach explanation.) As Attorney for the Personal Representative, I CERTIFY on _______________________ (date), that I have personally reviewed the foregoing checklist and that the information provided herein is accurate. _________________________________________ Attorney for Estate Attorney's Mailing Address: _________________________________________ _________________________________________ _________________________________________ _________________________________________ Telephone:________________________________ CLERK'S NOTES FS 733.901(2). Order of Discharge Date: _______________________________________________________ COURT AND/OR EX PARTE CLERK COMMENTS: ____________________________________________ _________________________________________________________________________________________ _________________________________________________________________________________________ _________________________________________________________________________________________ _________________________________________________________________________________________ Court Form Page 3 of 3 Rev. 03/07/2012 American LegalNet, Inc. www.FormsWorkFlow.com