PROBATE NO. _____
_____ JUDICIAL DISTRICT COURT IN AND FOR THE PARISH OF _____
STATE OF LOUISIANA
SUCCESSION
OF
_______________
* * *
PETITION FOR PROBATE AND POSSESSION
The joint petition of _____________ , domiciled in _______ Parish, Louisiana, and
_____________ , domiciled in _______ Parish, State of Louisiana, respectfully represents:
l.
_____________ died in _______ Parish on the ___ day of _______ , 20 ___ . He was
domiciled in _______ Parish on the date of his death, as will appear from the attached Affidavit
of Death, Domicile and Heirship.
2.
The decedent left a testament, an original of which is attached to this petition, executed
before _____________ , Notary Public, on _______ ___ , 20 ___ , in the presence of
_____________ and _____________ , witnesses, all in accordance with the provisions of La.R.S.
9:2442 prior to its repeal by Act Number 1421 of the 1997 Louisiana Legislature.
3.
Petitioners desire that the attached testament be ordered filed and executed since, as a
statutory will, it need not be proved/probated. See LSA-C.C. art. 2891, effective July 1, 1999.
4.
Petitioners accept the legacies left to them.
5.
The Decedent was married _____________ times, first to _____________ , then to
_____________ , and then to _____________ . Of the marriage to _____________ ,
_____________ children were born:
l. _____________ , husband of _____________ ;
2. _____________ , deceased;
3. _____________ , deceased;
6.
The Decedent never adopted anyone, nor was he adopted.
7.
All of the property that the Decedent died possessed of is set forth in the Sworn
Descriptive List, which is attached.
8.
_____________ predeceased your decedent, having died on the ___ day of _______
20 ___ being survived by no one.
9.
_____________ predeceased your defendant, having died on the ___ day of _______
20 ___ and was survived by her son, _____________ .
10.
_____________ , _____________ and _____________ , are the sole heirs of the deceased,
entitled to an undivided interest each in the ownership of the Decedent's property belonging to
the succession of the deceased.
l1.
There is no necessity for an administration of the succession of the deceased. It is
relatively free from debt. Petitioners accept the succession unconditionally.
12.
As will appear from a receipt from the Department of Revenue and Taxation, the estate
taxes due by the estate have been paid.
WHEREFORE, Petitioners pray:
l. The Last Will and Testament of _____________ be deemed self-
proving and, therefore, filed, recorded, and executed according to
law.
2. That the confirmation and qualification of the executrix and
administration of this succession be dispensed with.
3. For Judgment recognizing _____________ , _____________ and
_____________ as the sole heirs of the deceased, and as such,
entitled to an undivided interest each of the ownership and
possession of the property belonging to the deceased as shown in
the Judgment of Possession.
BY PETITIONERS' ATTORNEY:
____________________________
_____________
Attorney at Law
_____________
_______ LA _______
( ___ ) _______
La. Bar Roll No. _______
AFFIDAVIT
BEFORE ME, the undersigned Notary Public, duly commissioned and qualified in the
Parish and State aforesaid, personally came and appeared _____________ and _____________ ,
wife and son of _____________ , who, being first duly sworn, did depose and say that:
l. They are the petitioners in the above and foregoing petition;
2. They have read the same; and,
3. All of the allegations therein contained are true and correct.
_________________________________
_____________
_________________________________
_____________
SWORN TO AND SUBSCRIBED before me at _____________ , _______ Parish,
Louisiana, this ______ day of ____________, 20 ___ .
________________________________
NOTARY PUBLIC
PROBATE NO. _____
_____ JUDICIAL DISTRICT COURT IN AND FOR THE PARISH OF _____
STATE OF LOUISIANA
SUCCESSION
OF
_______________
* * *
AFFIDAVIT OF DEATH AND HEIRSHIP
BEFORE ME, the undersigned Notary Public, duly commissioned and qualified, in and
for the Parish and State aforesaid, personally came and appeared _____________ and
_____________ , who, being first duly sworn, did depose and say that:
l. They were well acquainted with the late _____________ .
2. _____________ was married three times, first to _____________ ,
then to _____________ , and then to _____________ , and of the
marriage to _____________ , three (3) children were born, namely:
(a) _____________ , wife of _____________ , a
resident of _______ Parish, Louisiana, whose
mailing address is _____________ ;
(b) _____________ , deceased, having been survived by
no one;
(c) _____________ , deceased, herein represented by
her son, _____________ , single, whose mailing
address is _____________ ;
3. _____________ never adopted anyone, nor was he ever adopted.
4. _____________ died on the ___ day of _______ , 20 ___ , in
_____________ , Louisiana.
5. _____________ died testate.
6. _____________ did not make any donations in contemplation of
death.
WITNESSES:
__________________________ ___________________________
_____________
__________________________ ____________________________
_____________
SWORN TO AND SUBSCRIBED before me this ____ day of ___________, 20 ___ .
______________________________
NOTARY PUBLIC
PROBATE NO. _____
_____ JUDICIAL DISTRICT COURT IN AND FOR THE PARISH OF _____
STATE OF LOUISIANA
SUCCESSION
OF
_______________
* * *
SWORN DETAILED DESCRIPTIVE LIST
OF ASSETS AND LIABILITIES
BEFORE ME, the undersigned authority, in and for the Parish and State aforesaid, in the
presence of the undersigned witnesses, personally came and appeared:
_____________ and _____________ , hereinafter referred to collectively as "Affiants",
who, after being duly sworn, declared that they are the Petitioners in the foregoing Petition for
Possession in the succession of _____________ , which they have read, and that all of the
allegations therein contained are true and correct; that all petitioners specifically and
unconditionally accept the succession of the decedent, _____________ , and that the said
petitioners agree to pay all of the obligations and debts thereof.
Affiants further depose that in compliance with the Louisiana Revised Statute 27:2708
and Louisiana Code of Civil Procedure Article 3l36, et seq., they present to the Court the
following detailed descriptive list of all the assets comprising the estate of the Decedent,
_____________ , showing the actual cash value of each item of property as of the date of death
of the Decedent, as well as a listing of the debts and liabilities of said succession, to-wit:
ASSETS
A. REAL ESTATE
(1) An undivided _______ ( ___ ) interest in and to that certain parcel of land, together
with all buildings and improvements thereon erected and thereto belonging,
situated in the Parish of _______ , Louisiana, on the _______ side of _______ ,
measuring _______ feet on its northern line, _______ feet on it southern line,
_______ feet on its western line and _______ feet on its eastern line, being
bounded on the north by _____________ , on the south by _____________ , on
the west by _____________ . and on the east by _____________ , and being
designated as property owned by _____________ as per that plat of survey
prepared by _____________ , R.L.S., dated _______ ___ , 20 ___ , revised
_______ ___ , 20 ___ and attached to that instrument recorded under Entry No.
_______ of the records of _______ Parish, Louisiana.
DECEDENT = S INTEREST IN PROPERTY .................................................... $
_____________
(2) All of his interest in and to that certain parcel of land, together with all buildings
and improvements thereon erected and thereto belonging, situated in the Parish of
_______ , Louisiana, on the _______ side of _______ , measuring _______ feet on
its northern line, _______ feet on it southern line, _______ feet on its western
line and _______ feet on its eastern line, and being bounded on the north by
_____________ , on the south by _____________ , on the west by
_____________ and on the east by _____________ , and being designated as
property owned by _____________ as per that plat of survey dated _______ ___ ,
20 ___ , revised _______ ___ , 20 ___ and attached to that instrument recorded
under Entry No. _______ of the records of _______ Parish, Louisiana
DECEDENT = S INTEREST IN PROPERTY .................................................... $
_____________
DECEDENT'S TOTAL INTEREST IN IMMOVABLE
PROPERTY IN _______ PARISH ...................................................................... $
_____________
B. MOVABLE PROPERTY
(l) Furniture, fixtures and household items .............................................................. $
_____________
(2) _____________
_____________ .......................................................................................................... $
_____________
(3) _____________ .................................................................................................... $
_____________
(4) _____________ .................................................................................................... $
_____________
(5) _____________ .................................................................................................... $
_____________
(6) _____________ .................................................................................................... $
_____________
TOTAL MOVABLE AND IMMOVABLE PROPERTY .............................. $
_____________
LIABILITIES
(1) FUNERAL EXPENSES OF _____________ :
_____________ Funeral Homes, Inc., _____________ ................................ $
_____________
(2) ....... Attorney's fees and costs
............ $ _____________
TOTAL LIABILITIES
............ $ _____________
RECAPITULATION
TOTAL ASSETS OF THE SUCCESSION OF
_____________
....................................................................................................................................
$ _____________
TOTAL DEBTS
............ $ _____________
NET ESTATE
............ $ _____________
That the Decedent, _____________ , made no donations one (l) year prior to his death or
donations in contemplation of death or in avoidance of inheritance taxes.
IN WITNESS WHEREOF, the undersigned have executed this instrument on this ____
day of _______ , 20 ___ , in _____________ , _______ Parish, Louisiana, in the presence of the
undersigned competent witnesses and me, Notary, after due reading of the whole.
WITNESSES:
_____________________________ _____________________________
_____________
_____________________________ _____________________________
_____________
____________________________
NOTARY PUBLIC
PROBATE NO. _____
_____ JUDICIAL DISTRICT COURT IN AND FOR THE PARISH OF _____
STATE OF LOUISIANA
SUCCESSION
OF
_______________
* * *
JUDGMENT PROBATING STATUTORY WILL
AND OF POSSESSION
Considering the petition for possession and the record of this proceeding, satisfactory
proof having been submitted to the Court as to the validity of the Will, that the inheritance taxes
due the State of Louisiana have been paid, and that there is no necessity for an administration of
this succession, the law and the evidence entitling petitioners to relief prayed for, and for the
reasons this day orally assigned:
IT IS ORDERED, ADJUDGED AND DECREED that:
(1) The confirmation and qualification of the executrix and administration of this
succession are dispensed with.
(2) The petitioners, _____________ , widow of _____________ , and
_____________ , son of _____________ , be recognized as surviving legatees of the decedent,
and also designated as the residual legatees in the Decedent's Will, and as such, are sent into
possession in the proportion of an undivided one-half (l/2) interest each of all properties
belonging to the Decedent, and specifically, the items of property which are described as
follows:
(A) All of the decedent = s interest in and to that certain parcel of land, together with
all buildings and improvements thereon erected and thereto belonging, situated in
the Parish of _______ , Louisiana, on the _______ side of _______ , measuring
_______ feet on its northern line, _______ feet on it southern line, _______ feet
on its western line and _______ feet on its eastern line, and being bounded on the
north by _____________ , on the south by _____________ , on the west by
_____________ and on the east by _____________ , and being designated as
property owned by _____________ as per that plat of survey dated _______ ___ ,
20 ___ revised _______ ___ , 20 ___ .
(3) Petitioner, _____________ , widow of _____________ , be recognized as the
legatee of the decedent in the Decedent = s Last Will and Testament, and as such, is sent into
possession of all of the following properties listed as B and C.
(B) Furniture, fixtures and household items;
(C) _____________ ;
(4) Petitioner, _____________ , son of _____________ , and _____________ , son of
_____________ , be recognized as residual legatees of the decedent, and also designated as the
residual legatees in the Decedent's Will, and as such, are sent into possession in the proportion of
an undivided one-half (l/2) of one-sixth (1/6) interest each of all properties belonging to the
Decedent, subject to the usufruct of _____________ and specifically, the items of property
which are described as follows:
(A) An undivided one-sixth (1/6) interest in and to that certain parcel of land, together
with all buildings and improvements thereon erected and thereto belonging,
situated in the Parish of _______ , Louisiana, on the _______ side of _______ ,
measuring _______ feet on its northern line, _______ feet on it southern line,
_______ feet on its western line and _______ feet on its eastern line, being
bounded on the north by _____________ , on the south by _____________ , on
the west by _____________ and on the east by _____________ , and being
designated as property owned by _____________ as per that plat of survey
prepared by _____________ , R.L.S., dated _______ ___ , 20 ___ revised _______
___ , 20 ___
(5) Petitioner, _____________ , son of _____________ , be recognized as the legatee of
the decedent in the Decedent = s Last Will and Testament, and as such, is sent into possession of
all of the following properties listed as B, C, D and E.
(B) _____________ ;
(C) _____________ ;
(D) _____________ ;
(E) _____________ .
(6) That all banks, trust companies, insurance companies, and all other persons,
partnerships, unincorporated associations, or corporations having on deposit, or in their
possession, or under their control, any money, credits, stocks, dividends, bonds, or other
property belonging to the succession of the Decedent, _____________ , are hereby required to
deliver them to the heirs.
JUDGMENT READ AND SIGNED in Chambers at _____________ , _______ Parish,
Louisiana, this ____ day of _______ , 20 ___ .
_____________________________
DISTRICT JUDGE
PROBATE NO. _____
_____ JUDICIAL DISTRICT COURT IN AND FOR THE PARISH OF _____
STATE OF LOUISIANA
SUCCESSION
OF
_______________
* * *
ORDER
CONSIDERING THE FOREGOING verified petition and the original testament of
_____________ which, according to this Court = s scrutiny, was executed in strict accordance
with the provisions of former La.R.S. 9:2442, and is therefore a A statutory testament @ .
I DO HEREBY ORDER that the testament of _____________ , in statutory form, dated
_______ ___ , 20 ___ be filed and recorded in the Office of the Clerk of Court for _______
Parish, Louisiana, and executed according to law. I hereby dispense with the necessity of a
proces verbal and the production of any other proof of the testament = s validity, finding it to be
self-authenticated all pursuant to the provisions of Articles 2890 and 2891 of the Louisiana Code
of Civil Procedure.
SIGNED in _____________ , Louisiana, this ____ day of _______ 20 ___ .
____________________________
DISTRICT JUDGE