Establishing secure connection…Loading editor…Preparing document…

Petition for Adjudication of Intestacy and Formal Appointment

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

PETITION FOR ADJUDICATION OF INTESTACY AND FORMAL APPOINTMENT OF PERSONAL REPRESENTATIVE

County, Colorado

Court Address:

In the Matter of the Estate of:

Deceased COURT USE ONLY

Attorney or Party Without Attorney (Name and Address):

Phone Number: E-mail:

FAX Number: Atty. Reg. #:

Case Number:

Division Courtroom

Use this form if the Decedent did not leave a will

The Petitioner, an interested person pursuant to §15-10-201(27), C.R.S., makes the following statements:

1. Information about the Petitioner:

Name: Relationship to Decedent

Street Address:

Mailing Address, if different:

City: State: Zip Code: Home Phone #:

Email Address: Work Phone #:

2. The Decedent died on (date) at the age of years. The Decedent was domiciled or resided in the City of County of , State of .

3. Venue for this proceeding is proper in this county because the Decedent:

4. This Petition is filed within the time period permitted by law. Three years or less have passed since the Decedent’s death, or circumstances described in §15-12-108, C.R.S. authorize tardy probate or appointment.

5. The Petitioner:

6.

(Attach a statement explaining the circumstances and indicating the name and address of the Personal Representative. Attach a certified copy of the appointing document if the appointment has been finalized.)

7. Except as may be disclosed on an attached explanation and after the exercise of reasonable diligence, the Petitioner is unaware of any unrevoked will relating to property located in Colorado.

8. Decedent’s marital and family status:

a) Did a spouse or partner in a civil union survive the Decedent?

b) Did the Decedent have a surviving parent?

c) Did the Decedent have surviving children or other descendants?

d) Does the Decedent’s surviving spouse or partner in a civil union have surviving descendants who are not descendants of the Decedent?

e) Are all of the Decedent’s surviving descendants also descendants of the surviving spouse or partner in a civil union?

f) Are any of the Decedent’s children minors?

9. List names and addresses of the Decedent’s spouse, partner in a civil union, children, and other heirs as defined by the Colorado law of intestate succession.

If a guardian or conservator has been appointed for one of the persons listed below, also provide the name and address of the guardian or conservator. If a minor child is listed, list the child’s parent(s), guardian or conservator. If a spouse, partner in a civil union, or child has predeceased the Decedent, include the date of death.

10.

or

Name: The Nominee is 21 years of age or older.

Street Address:

Mailing Address, if different:

City: State: Zip Code: Home Phone #:

Email Address: Work Phone #:

The Nominee has priority for appointment because of:

Persons with prior or equal rights to appointment are as follows:

They have each renounced their rights to appointment or have been given notice of these proceedings. Any required renouncements accompany this Petition.

11. The Personal Representative may receive compensation.

12. The Personal Representative may compensate his, her or its counsel.

13.

Bond in the amount of $ has been demanded.

14.

After notice and hearing, the Petitioner requests that the Court determine that the Decedent died without a will, determine the heirs of the Decedent and formally appoint the Nominee as Personal Representative to serve:

and that Letters of Administration be issued or that previously issued Letters be confirmed. Petitioner also requests:

VERIFICATION AND ACKNOWLEDGMENT

I (Petitioner) verify that the facts set forth in this document are true as far as I know or am informed. I understand that penalties for perjury follow deliberate falsification of the facts stated herein. (§15-10-310, C.R.S.)

Signature of Petitioner

Date:

The foregoing instrument was acknowledged before me in the County of , State of Colorado, this day of , 20, by the Petitioner.

My Commission Expires:

Notary Public/Deputy Clerk

Signature of Attorney

Date

Enter text

What the Petition for Adjudication of Intestacy and Formal Appointment Is

A Petition for Adjudication of Intestacy and Formal Appointment is a probate court filing that asks a judge to declare a decedent died intestate (without a valid will) and to formally appoint a personal representative or administrator to settle the estate. The petition identifies the decedent, lists known heirs and potential creditors, summarizes probate assets, and requests authority to inventory, administer, and distribute property according to state intestacy statutes. Courts use the petition to open an estate, set bond or waiver of bond, and issue letters testamentary or administration that third parties rely on during asset transfer and creditor resolution.

Why the Petition Matters for Estate Administration

This petition starts the formal probate process so assets can be legally transferred to heirs, creditors can be managed, and an administrator gains authority to act.

Why the Petition Matters for Estate Administration

Who Typically Files and Uses This Petition

Common filers include surviving family, nominated administrators, and probate attorneys acting for an estate.

  • Immediate family members seeking appointment as administrator or personal representative.
  • Estate or probate attorneys preparing court pleadings and asset inventories.
  • Creditors, banks, or title companies requesting letters of administration to clear title.

The court looks to statutory heirs and credible petitioners; a lawyer can clarify standing, bond, and notice requirements.

Core Parts of a Professional Petition

A properly drafted petition combines factual identification, statutory citations, a list of heirs, an inventory statement, and a request for formal appointment and letters.

Caption

Court name, case number placeholder, title identifying the petition and party seeking appointment with jurisdictional basis.

Decedent Details

Full legal name, date of birth, date of death, last residence, and a statement that no valid will was presented for probate.

Heir List

Identify all known heirs, relationships, addresses, and any heirs who are minors or under disability.

Asset Summary

A concise list of known estate assets and their locations, including real property, bank accounts, and personal property.

Jurisdiction Statement

A single paragraph confirming the court has subject matter and venue authority under state probate statute.

Requested Relief

Clear requests for adjudication of intestacy, formal appointment, bond directions, and issuance of letters of administration.

Essential Data to Include on the Petition

Decedent Name: Full legal name
Date of Death: MM/DD/YYYY
Social Security Number: Last four digits preferred
Last Residence: City and state
Known Heirs: Names and relationships
Asset Summary: Short list of asset types

Step-by-Step: Completing and Filing the Petition

Follow these sequential steps to prepare, file, and begin probate administration.

  • 01
    Assemble Records: Obtain death certificate and asset documentation.
  • 02
    Draft Petition: Populate caption, decedent facts, heirs, and relief requests.
  • 03
    Attach Exhibits: Include death certificate, asset lists, and affidavits.
  • 04
    File with Court: Submit original petition and required copies to the probate clerk.

Where to File and How the Court Route Works

Filing is with the probate or superior court in the county of decedent's last residence; the clerk schedules hearings and issues letters after appointment.

  • County Probate Clerk: Initial filing and fee payment take place here.
  • Court Review: Judge reviews petition and supporting documents.
  • Notice Requirement: Clerk or petitioner serves statutory notice to heirs and creditors.
  • Appointment: Court issues letters testamentary or administration upon appointment.

How to Prepare an Electronic Filing Workflow

Configure an e-filing or e-sign workflow to collect signatures, attach exhibits, and deliver copies to the court and interested parties.

Field Configuration
Document Format Use searchable PDF/A for exhibits
Signature Method Use audit-trail eSignature or notarized wet signature
Authentication Email plus SMS code recommended
Delivery Send signed copy to clerk and all heirs

Electronic Submission and eSignature Considerations

Confirm the court accepts electronic documents and whether e-filed petitions require user accounts or specific formats.

  • Accepted Formats: PDF/A and DOCX
  • Authentication: Email or SMS verification
  • Audit Trail: Time-stamped signing record

Where courts limit e-filing, use printed originals with required signatures and certified copies; preserve electronic audit records for your files.

Common Timeframes and Filing Deadlines to Track

Timelines depend on state rules; below are common timing milestones petitioners should anticipate.

Filing Window:

File promptly after death; local rules may impose timing for notice.

Notice to Heirs:

Often within 30–60 days after filing, depending on jurisdiction.

Creditor Claims:

State statutes typically set claim periods (commonly 3–6 months).

Inventory Deadline:

Many states require inventory within 90 days of appointment.

Final Accounting:

Court may require accounting within 1–2 years; varies widely.

Key Milestones in the Probate Timeline

A high-level sequence helps petitioners track court actions and estate administration milestones.

01

File Petition

Submit documents to probate clerk and pay filing fee.

02

Service of Notice

Serve statutory notice on heirs and publish if required.

03

Hearing and Appointment

Court hears objections and appoints administrator if appropriate.

04

Letters Issued

Clerk issues letters of administration to the appointed fiduciary.

Consequences of an Incomplete or Incorrect Petition

Filing Rejection: Clerk may refuse to file incomplete petitions
Delayed Administration: Errors delay appointment and asset transfers
Personal Liability: Administrator mistakes can result in fiduciary liability
Creditor Claims: Improper notice may affect claim deadlines
Bond Requirements: Incorrect bond requests can impose extra costs
Title Issues: Missing documentation can block property transfers

Common Mistakes to Avoid When Preparing the Petition

  • Failing to attach a certified death certificate leads to immediate processing delays and additional clerk requests.
  • Listing incomplete heir information or incorrect addresses can invalidate notice and restart service timelines.
  • Using inconsistent names for the decedent or petitioner across exhibits causes identity verification issues with banks and title companies.
  • Neglecting to check local probate rules for bond, bond waiver eligibility, or publication requirements often increases costs and hearing dates.

Representative Scenarios Where This Petition Is Used

These brief examples illustrate typical fact patterns that lead petitioners to file for adjudication of intestacy and appointment.

Small Estate Without Will

An adult dies leaving a house and bank accounts with no will

  • Siblings petition for formal appointment
  • The court issues letters of administration so the administrator can sell property and distribute proceeds under state intestacy rules.

Unknown Heirs and Real Property

A decedent dies leaving real estate and limited records

  • Petitioner requests a hearing to determine heirs
  • The judge adjudicates intestacy, appoints an administrator, and orders notice to potential heirs before property transfer.

Selected eSignature Pricing and Feature Comparison

This comparison highlights starting prices and common enterprise features among leading eSignature vendors with signNow listed first.

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 free trial Limited trial Limited trial Limited trial Limited trial
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

Frequently Asked Questions About the Petition and Electronic Filing

Answers to common procedural and technical questions petitioners ask when preparing and filing a petition for adjudication of intestacy.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users