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: