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Cover Sheet for Probate Actions

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Cover Sheet for Civil Actions

Interpretation. If you do not speak or understand English, contact the court at least 3 days before the hearing or mediation, and an interpreter will be provided.

Interpretación. Si usted no habla o entiende el Inglés contacte al tribunal por lo menos 3 días antes de la audiencia o mediación y le proveerán un intérprete.

Plaintiff/Petitioner (First)

Name

Address

City, State, Zip

Phone

Email

First Plaintiff/Petitioner’s Attorney*

Name

Bar Number

Plaintiff/Petitioner (Second)

Name

Address

City, State, Zip

Phone

Email

Second Plaintiff/Petitioner’s Attorney*

Name

Bar Number

Defendant/Respondent (First)

Name

Address

City, State, Zip

Phone

Email

First Defendant/Respondent’s Attorney*

Name

Bar Number

Defendant/Respondent (Second)

Name

Address

City, State, Zip

Phone

Email

Second Defendant/Respondent’s Attorney*

Name

Bar Number

*Attorney mailing and email addresses provided by Utah State Bar.

Total Claim for Damages $ Jury Demand $250 Jury Demand

Schedule of Fees: §78a-2-301 (Choose all that apply. See Page 2 for fees for claims other than claims for damages.)

PLEASE CHOOSE ONE:

— — MOTION TO RENEW JUDGMENT — —

$37.50 Damages $2000 or less

$92.50 Damages $2001 - $9,999

$180 Damages $10,000 & over

— — APPEALS — —

$360 Administrative Agency Review

Sch Tax Court (Appeal of Tax Commission Decision) Court: Refer to Clerk of Court upon filing.

$225 Civil (78A-2-301(1)(h)) (E)

$225 Small Claims Trial De Novo (E)

— — GENERAL CIVIL — —

Sch Civil Rights

$0 Civil Stalking (E)

$360 Condemnation/Eminent Domain

Sch Contracts

Sch Contract: Employment Discrimination

Sch Contract: Fraud

Sch Debt Collection

Sch Eviction/Forcible Entry and Detainer (E)

$360 Extraordinary Relief/Writs

$360 Forfeiture of Property (E)

Sch Interpleader

Sch Lien/Mortgage Foreclosure

Sch Miscellaneous Civil

$360 Post Conviction Relief: Capital (E)

$360 Post Conviction Relief: Non-capital (E)

Sch Property Rights

$360 Registry Removal (Gun/White Collar)

Sch Sexual Harassment

Sch Water Rights

$360 Wrongful Lien

Sch Wrongful Termination

— — TORTS — —

Sch Automobile Tort

Sch Intentional Tort

Sch Malpractice-Medical Tort

Sch Malpractice-Legal Tort; Other

Sch Premises Liability

Sch Asbestos

Sch Product Liability (NOT Asbestos)

Sch Slander/Libel/Defamation

— — DOMESTIC RELATIONS — —

$0 Protective Orders (E)

$310 Marriage Adjudication (T2)

$310 Custody/Visitation/Support (T2)

$310 Divorce/Annulment (T2)

$8 Vital Statistics §26-2-25 per form

$115 Counterclaim: Divorce/Sep Maint.

Choose One

— — — — — APPEALS — — — — —

$115 Counterclaim: Custody/Visit/Support

$155 Counterclaim: Paternity/Grandparent Visitation

$100 Domestic Modification (T2)

$100 Counter-petition: Domestic Mod.

$360 Grandparent Visitation (T2)

$360 Paternity/Parentage (T2)

$310 Separate Maintenance (T2)

$35 Temporary Separation (E)

$35 Uniform Child Custody Jurisdiction & Enforcement Act (UCCJEA) (E)

$35 Uniform Interstate Family Support Act (UIFSA) (E)

— — JUDGMENTS — —

$35 Foreign Judgment (Abstract of) (E)

$50 Abstract of Judgment/Order of Utah Court/Agency (E)

$30 Abstract of Judgment/Order of Utah State Tax Commission (E)

$35 Judgment by Confession (E)

— — PROBATE — —

$360 Adoption/Foreign Adoption (T2)

$8 Vital Statistics §26-2-25 per form

$360 Conservatorship (T2)

$360 Estate Personal Rep (T2)

$35 Foreign Probate/Child Custody Doc. (E)

$360 Gestational Agreement (T2)

$360 Guardianship-Adult (T2)

$360 Guardianship-Minor (T2)

$35 Guardianship-Disabled Adult Child (T2)

$0 Involuntary Commitment (T2)

$360 Minor’s Settlement (T2)

$360 Name Change (T2)

$360 Supervised Administration (T2)

$360 Trusts (T2)

$360 Unspecified (Other) Probate (T2)

— — SPECIAL MATTERS — —

$35 Arbitration Award (E)

$0 Determination Competency-Criminal (E)

$135 Expungement Petition (E)

$0 Hospital Lien (E)

$35 Judicial Approval of Document: Not Part of Pending Case (E)

$35 Notice of Deposition in Out-of-State Case/Foreign Subpoena (E)

$35 Open Sealed Record (E)

$50 Petition for Adjudication of Priority to Funds on Trustee's Sale

$115 Counterclaim: Custody/Visit/Support

$155 Counterclaim: Paternity/Grandparent Visitation

$100 Domestic Modification (T2)

$100 Counter-petition: Domestic Mod.

$360 Grandparent Visitation (T2)

$360 Paternity/Parentage (T2)

$310 Separate Maintenance (T2)

$35 Temporary Separation (E)

$35 Uniform Child Custody Jurisdiction & Enforcement Act (UCCJEA) (E)

$35 Uniform Interstate Family Support Act (UIFSA) (E)

Civil Cover Sheet     Revised May 9, 2017     Page 1

Page 2 Fee Case Types

— — — — — APPEALS — — — — —

$360 Administrative Agency Review

Sch Tax Court (Appeal of Tax Commission Decision)

Court: Refer to Clerk of Court upon filing.

$225 Civil (78A-2-301(1)(h)) (E)

$225 Small Claims Trial De Novo (E)

— — — — GENERAL CIVIL — — — —

Sch Civil Rights

$0 Civil Stalking (E)

$360 Condemnation/Eminent Domain

Sch Contracts

Sch Contract: Employment Discrimination

Sch Contract: Fraud

Sch Debt Collection

Sch Eviction/Forcible Entry and Detainer (E)

$360 Extraordinary Relief/Writs

$360 Forfeiture of Property (E)

Sch Interpleader

Sch Lien/Mortgage Foreclosure

Sch Miscellaneous Civil

$360 Post Conviction Relief: Capital (E)

$360 Post Conviction Relief: Non-capital (E)

Sch Property Rights

$360 Registry Removal (Gun/White Collar)

Sch Sexual Harassment

Sch Water Rights

$360 Wrongful Lien

Sch Wrongful Termination

— — — — — TORTS — — — — —

Sch Automobile Tort

Sch Intentional Tort

Sch Malpractice-Medical Tort

Sch Malpractice-Legal Tort; Other

Sch Premises Liability

Sch Asbestos

Sch Product Liability (NOT Asbestos)

Sch Slander/Libel/Defamation

— — — — DOMESTIC RELATIONS — — — —

$0 Protective Orders (E)

$310 Marriage Adjudication (T2)

$310 Custody/Visitation/Support (T2)

$310 Divorce/Annulment (T2)

$8 Vital Statistics §26-2-25 per form

$115 Counterclaim: Divorce/Sep Maint.

Fee Case Type

$115 Counterclaim: Custody/Visit/Support

$155 Counterclaim: Paternity/Grandparent Visitation

$100 Domestic Modification (T2)

$100 Counter-petition: Domestic Mod.

$360 Grandparent Visitation (T2)

$360 Paternity/Parentage (T2)

$310 Separate Maintenance (T2)

$35 Temporary Separation (E)

$35 Uniform Child Custody Jurisdiction & Enforcement Act (UCCJEA) (E)

$35 Uniform Interstate Family Support Act (UIFSA) (E)

— — — — — JUDGMENTS — — — — —

$35 Foreign Judgment (Abstract of) (E)

$50 Abstract of Judgment/Order of Utah Court/Agency (E)

$30 Abstract of Judgment/Order of Utah State Tax Commission (E)

$35 Judgment by Confession (E)

— — — — — PROBATE — — — — —

$360 Adoption/Foreign Adoption (T2)

$8 Vital Statistics §26-2-25 per form

$360 Conservatorship (T2)

$360 Estate Personal Rep (T2)

$35 Foreign Probate/Child Custody Doc. (E)

$360 Gestational Agreement (T2)

$360 Guardianship-Adult (T2)

$360 Guardianship-Minor (T2)

$35 Guardianship-Disabled Adult Child (T2)

$0 Involuntary Commitment (T2)

$360 Minor’s Settlement (T2)

$360 Name Change (T2)

$360 Supervised Administration (T2)

$360 Trusts (T2)

$360 Unspecified (Other) Probate (T2)

— — — — SPECIAL MATTERS — — — —

$35 Arbitration Award (E)

$0 Determination Competency-Criminal (E)

$135 Expungement Petition (E)

$0 Hospital Lien (E)

$35 Judicial Approval of Document: Not Part of Pending Case (E)

$35 Notice of Deposition in Out-of-State Case/Foreign Subpoena (E)

$35 Open Sealed Record (E)

$50 Petition for Adjudication of Priority to Funds on Trustee's Sale

Civil Cover Sheet     Revised May 9, 2017     Page 2

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What a Cover Sheet for Probate Actions Is

Cover Sheet for Probate Actions is a one-page administrative summary filed with an initial probate petition or related estate paper in state probate or surrogate courts. It lists essential metadata — court name and division, decedent full legal name, date of death, proposed personal representative or petitioner, estate type, and documents attached — so clerks can route filings, assign case numbers, and apply local intake checklists. The cover sheet supports faster intake and helps reduce clerical rejections or misrouting during early estate administration.

Why a Clear Cover Sheet Matters

A complete Cover Sheet for Probate Actions streamlines court intake, clarifies filing purpose, and reduces clerical returns. Properly completed cover sheets help courts assign dockets and schedule hearings faster while improving communication among counsel, executors, and court staff during initial estate administration.

Why a Clear Cover Sheet Matters

Who Typically Prepares and Uses the Cover Sheet

Typical users include probate attorneys, personal representatives, court clerks, and filing services preparing initial estate and ancillary papers.

  • Probate attorneys preparing petitions and inventories for first-day filings electronically.
  • Personal representatives or executors filing pro se or with counsel.
  • Court clerks and intake staff who categorize and assign probate dockets.

The cover sheet is used at intake and throughout early case management to ensure correct routing, contactability, and document tracking.

Step-by-Step: Completing and Submitting a Cover Sheet

Follow this sequence to prepare a complete cover sheet and submit it so the court can accept and process your probate filing without administrative delay.

  • 01
    Gather Records: Collect death certificate, will, and identity documents.
  • 02
    Complete Cover Sheet: Enter all required fields using MM/DD/YYYY format for dates.
  • 03
    Attach Documents: Bundle required exhibits in the order listed on the cover sheet.
  • 04
    File and Confirm: Submit to clerk or e-file and obtain receipt or confirmation.

How the Cover Sheet Fits into the Filing Flow

This overview shows where a cover sheet enters the probate workflow and how clerks use it to route, docket, and track the petition and supporting materials.

  • Prepare Package: Create cover sheet and assemble supporting documents.
  • Submit to Clerk: File in person, by mail, or via court e-filing portal.
  • Clerk Review: Clerk checks completeness and assigns case number or routing.
  • Case Routing: Documents forwarded to assigned judge or probate division.

Configuring an Online Cover Sheet Workflow

Set up field validation, signer authentication, and routing rules before e-submitting to reduce clerk rejections and ensure required attachments accompany the filing.

Field Configuration
File Format PDF/A recommended; DOCX accepted
Signer Authentication Email plus SMS code or KBA optional
Field Types Text, checkbox, date, signature, conditional fields
Notary / RON Integration Enable RON or schedule mobile notary where required

Platform and File Requirements for eSubmission

Choose a platform that supports PDF and DOCX uploads, secure transmission, and an auditable signing trail for court-ready filings.

  • File Formats: PDF, DOCX, sometimes TIFF
  • Integrations: Salesforce, NetSuite, Google Workspace, Box
  • Security: AES-256 at rest, TLS 1.2/1.3

eSignature Vendor Pricing Snapshot for Probate Cover Sheets

Compare baseline pricing and key compliance features across common eSignature vendors; signNow is listed first as the first column for side-by-side evaluation.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day trial Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year Varies by plan Varies by plan Varies by plan

Key Security and Compliance Details to Note

In-transit Encryption: TLS 1.2/1.3
At-rest Encryption: AES-256
Certifications: SOC 2 Type II; ISO 27001
HIPAA Support: BAA required for PHI workflows
Audit Trail: Timestamps, IP, and action logs
Access Controls: Role-based permissions and SSO

Penalties and Risks from Incorrect or Incomplete Cover Sheets

Filing Rejection: Court returns incomplete package
Delay in Administration: Probate timeline extended
Creditor Claims: Missed notice windows risk claims
Additional Fees: Refiling or corrective fees possible
Perjury Exposure: False statements may incur sanctions
Notary Defect: Improper notarization may invalidate filings

Common Preparation Mistakes to Avoid

  • Incomplete decedent data or inconsistent name formats cause record mismatches and delay searches for wills or prior filings at the clerk’s office.
  • Filing to the wrong county or division results in transfer requests, additional fees, and longer waits for scheduling hearings or inventories.
  • Unsigned or undated cover sheets and missing signature blocks prompt clerks to return the package for correction and resubmission.
  • Failing to attach the death certificate, original will, or required affidavits is a leading reason for clerks to reject probate petitions.

Real-World Examples: How Standardized Cover Sheets Help

Two examples illustrate how consistent cover-sheet data reduced intake errors and improved auditability for organizations that file probate-related documents across multiple jurisdictions.

Martin Properties — Tim Martin

A property manager standardized a cover sheet for landlord estate matters to ensure consistent court intake and faster docketing.

  • Reduced clerical returns by 50%.
  • Tim Martin reported that processing documents online maintained compliance and speed; consistent cover-sheet metadata enabled mobile workflows and reduced turnaround time for tenant and estate filings.

BIS — Dan Rotelli

A corporate services firm centralized cover sheets across multi-state filings to improve routing and audit trails.

  • Improved auditability and compliance posture.
  • Dan Rotelli noted that SOC 2 controls and consistent cover-sheet metadata facilitated regulatory reviews and reduced manual reconciliation during estate administration.

Best Practices for Accurate, Efficient Cover Sheets

Adopt these practices to reduce rejections and speed intake for probate filings, whether filing in person or via e-filing portals.

Verify legal names
Confirm the decedent’s full legal name matches the death certificate and will; mismatches can delay probate and require affidavits or amendments to correct the record.
Use consistent date format
Enter all dates in MM/DD/YYYY format and confirm the date of death and filing date; inconsistent date formats can create clerical confusion in case management systems.
Attach required originals
Include the death certificate and any original will or certified copies as required by local rule; missing originals are a common cause of clerk returns.
Retain confirmation records
Keep filed copies, electronic receipts, and audit trails that show who uploaded and signed the cover sheet, along with timestamps and delivery confirmations.

Typical Deadlines and Timing Considerations

Probate timelines differ by state and estate type; the list below highlights common deadlines to track after filing initial papers.

Initial Petition Filing:

File at earliest practical date; local rules govern admissibility.

Notice to Creditors:

Often required within a defined statute period; timing varies by jurisdiction.

Inventory and Accounting:

Courts commonly set dates for inventory and interim accountings.

Estate Tax Return:

Form 706 generally due nine months after decedent’s death.

Hearing Scheduling:

Clerk assigns hearings based on docket and case type.

Key Milestones from Filing to Case Assignment

A sequential view of intake milestones clarifies administrative handoffs and expected actions after submitting a cover sheet and petition.

01

Prepare Filing Package

Assemble cover sheet, petition, death certificate, and exhibits for submission.

02

Submit to Court

Deliver package in person, by mail, or via approved e-filing system.

03

Clerk Intake Review

Clerk validates completeness, assigns case number, and flags missing items.

04

Case Routing & Scheduling

Court assigns judge, schedules hearings, and opens the probate docket.

Frequently Asked Questions About Cover Sheets for Probate Actions

Answers to common questions about when to use the cover sheet, signing options, notarization, and how to correct common intake problems.


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