Fill and Sign the Probate Summary Settlement Wisconsin Court System Form

WI-ET30 STATE OF WISCONSIN SUMMARY ADMINISTRATION Forms Included: Form One Summary Settlement – Petition Form Two Summary Settlement – Order for Hearing and Notice Form Three Summary Settlement – Findings and Order Steps: One: Complete Form One – Petition – file original with the Court and a copy to all interested parties. Pay particular attention to Section 4. (a) and (b) to insure that the estate qualifies for Summary Settlement. Two: Complete Form Two – Order for Hearing and Notice Three: Complete Form Three – Findings and Order Four: File Competed forms with the Circuit Court ion the jurisdiction where the decedent resided. STATE OF WISCONSIN, CIRCUIT COURT, _____________________COUNTY IN THE MATTER OF THE ESTATE OF SUMMARY SETTLEMENT – PETITION _______________________________________ with Special Administration _______________________________________ Case No. __________________ Under oath, I state that: 1. The decedent, whose date of birth was _______________________, and date of death was _____________________________, died domiciled in _____________________ County, State of _________________, with a post office address of: _________________________________ _____________________________________________________________________________. 2. The petitioner is interested as _____________________________________________________. 3. The estate of the decedent: qualifies for summary settlement without appointment of a personal representative. commenced under chapter 856, meets the requirements for termination under summary settlement of small estates. 4. The estate is one properly settled under summary settlement in that: (Select either a or b below.) a. the estate, less the amount of the debts for which any property in the estate is security, does not exceed in value the expenses, allowances, and claims under §859.25(1)(a) to (g), Wis. Stats. b. the estate, less the amount of the debts for which any property in the estate is security, does not exceed $50,000 (date of death after May 8, 2000) or $30,000 (date of death before May 9, 2000) in value and the decedent is survived by a spouse or one or more minor children or both. 5. A detailed statement of property in which the decedent had an interest is as follows: See attached. Value of Decedent’s Description of Property Interest at Date of death A. Property in which decedent had an interest: __________________________________________________________ $ ___________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ B. Property over which decedent had a power of appointment: $ ___________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ C. Benefits payable on decedent’s death under annuities/retirement plan/life insurance: __________________________________________________________ $ ___________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ D. Joint and life tenancies: __________________________________________________________ $ ___________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ E. Gifts made in contemplation of death or taking effect upon death or made within 2 years prior to death: __________________________________________________________ $ ___________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ F. Any other property that may be subject to death taxes as the result of the decedent’s death: __________________________________________________________ $ ___________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ 6. The names and addresses of all creditors of the decedent or the estate and the amounts of their claims are as follows: Name of Creditor Address Claim Amount ___________________________ ____________________ _____________ ____________________ ____________________ ____________________ ___________________________ ____________________ _____________ ____________________ ____________________ ____________________ ___________________________ ____________________ _____________ ____________________ ____________________ ____________________ ___________________________ ____________________ _____________ ____________________ ____________________ ____________________ ___________________________ ____________________ _____________ ____________________ ____________________ ____________________ 7. The names and post-office addresses of all persons interested (including children of decedent who are not children of the surviving spouse), so far as known to petitioner or ascertainable by the petitioner with reasonable diligence are as follows (indicate persons who are minors or otherwise under disability, and names and post-office addresses of their guardians): Name Relationship Address Minor’s D. O. B. ____________________________ ___________ ______________________ ______________ ______________________ ______________________ ______________________ 8. The decedent : did did not receive medical assistance. did did not receive family care benefits. did did not receive long-term community support services (C.O.P.). did did not receive benefits of Wisconsin Chronic Disease Programs. was was not a patient or inmate of a state or county hospital or institution, or responsible for any person owing an obligation to the state or county. If so, explain: _____________________________________________________________________________ _____________________________________________________________________________ 9. The decedent’s spouse, (name) ______________________________________________, if any: did did not receive long-term community support services (C.O.P.). did did not receive benefits of Wisconsin Chronic Disease Programs. 10. It is necessary to appoint a special administrator with the following powers: _____________________________________________________________________________ _____________________________________________________________________________ Based upon these statements, I request that the Court: 1. Assign the property to the persons entitled to it. 2. Order any person indebted to or holding money or other property of the decedent to pay the indebtedness or deliver the property to the persons found to be entitled to receive it. 3. Order the transfer of interests in real estate, stocks or bonds registered in the name of the decedent, the title of a licensed motor vehicle, or any other form of property. 4. Order termination of any life estate. 5. Certify the right of survivorship of any joint tenant for which a certificate has not been issued. 6. Certify that any interest of the decedent in survivorship marital property vested in the surviving spouse at death. 7. Order termination of any estate commenced under Chapter 856, discharge the personal representative and cancel any bond. 8. Appoint a special administrator with the powers requested. Subscribed and sworn to before me On ________________________________ ______________________________________ Signature of Petitioner ___________________________________ ______________________________________ Notary Public/Court Official Name Printed or Typed My commission expires: _______________ ______________________________________ Address ______________________________________ ______________________________________ Telephone Number STATE OF WISCONSIN, CIRCUIT COURT, _____________________COUNTY IN THE MATTER OF THE ESTATE OF SUMMARY SETTLEMENT – PETITION _______________________________________ Order for Hearing and Notice _______________________________________ Case No. __________________ A petition has been filed for the summary settlement of the estate of the decedent, whose date of birth was ___________________________, and date of death was _______________________, who died domiciled in _______________________ County, State of _____________________, with a post office address of: _____________________________________________________. . THE COURT ORDERS THAT: The petition be heard at the _________________ County Courthouse, ___________________, Wisconsin, Room __________, before ___________________________, Court Official, on _________________, at _________________________ or when scheduled thereafter. Date Time Notice shall be given: 1. By mailing, at least 20 days before the hearing, a copy of this order and the petition to every person entitled to notice. 2. If required, by publication of this order once a week for three consecutive weeks in the following newspaper: __________________________________________________________________________, The first publication date to be within 15 days from the date of this order. BY THE COURT ______________________________________ Court Official Please check with petitioner below ______________________________________ for exact time and date Name Printed or Typed ______________________________________ Date __________________________________ Name of Petitioner __________________________________ Address __________________________________ Telephone Number STATE OF WISCONSIN, CIRCUIT COURT, _____________________COUNTY IN THE MATTER OF THE ESTATE OF SUMMARY SETTLEMENT – Findings and Order _______________________________________ With Order Appointing Special Administrator _______________________________________ Case No. __________________ A petition for summary settlement having been filed, THE COURT FINDS THAT: 1. The decedent, whose date of birth was ____________________, and date of death was ____________________________, died domiciled in _____________________County, State of _____________________, with a post office address of:_______________________________ ____________________________________________________________________________. 2. Petitioner is interested as ______________________________________________________. 3. Notice: has been given as required by the court has been waived was not required. 4. If required, notice has been given to the Department of Health and Family Services and more than 30 days have elapsed since that notice was given. 5. The estate is one properly settled under summary settlement in that: (Select either a or b below.) a. the estate, less the amount of the debts for which any property in the estate is security, does not exceed in value the expenses, allowances, and claims under §859.25(1)(a) to (g), Wis. Stats. b. the estate, less the amount of the debts for which any property in the estate is security, does not exceed $50,000 (date of death after May 8, 2000) or $30,000 (date of death before May 9, 2000) in value and the decedent is survived by a spouse or one or more minor children or both. 6. A detailed statement of property in which the decedent had an interest is as follows: See attached. Value of Description of Property Decedent’s In at Date of death A. Property in which decedent had an interest: $ ___________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ B. Property over which decedent had a power of appointment: $ ___________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ C. Benefits payable on decedent’s death under annuities/retirement plan/life insurance: $ ___________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ D. Joint and life tenancies: __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ E. Gifts made in contemplation of death or taking effect upon death or made within 2 years prior to death: $ ___________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ F. Any other property that may be subject to death taxes as the result of the decedent’s death: $ ___________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ 7. Complete section a or b below. a . The estate is appropriate to be settled under §867.01(1)(a), Wis. Stats. The priority claims against the estate under §859.25, Wis. Stats., and the persons entitled to payment are: Persons(s) Entitled to Payment Amount (1) Costs and expenses of administration: __________________________________________________________ $ ________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ (2) Funeral and burial expenses: __________________________________________________________ $ ________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ (3) Provisions for the family of the decedent under §§861.31, 861.33 and 861.35, Wis. Stats.: __________________________________________________________ $ ________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ (4) Other priority claims under §859.25, Wis. Stats.: __________________________________________________________ $ ________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ b. The estate may be settled under §867.01(1)(b), Wisconsin Statutes. Any property not otherwise assigned shall be assigned as an allowance under §861.31, Wisconsin Statutes to: the surviving spouse, or the minor children, or both the surviving spouse and the minor children. 8. Any interest of the decedent as joint tenant terminated at death. 9. Any life estate of the decedent terminated at death. 10. Any interest of the decedent in survivorship marital property vested in the surviving spouse at death. 11. It is necessary to appoint a special administrator with the following powers: THE COURT ORDERS THAT: 1. The property is assigned to the persons entitled to it as stated below. 2. Any person indebted to or holding money or other property of the decedent pay the indebtedness or deliver the property to the persons found to be entitled to receive it as stated below. 3. Interests in real estate, stocks or bonds registered in the name of the decedent, title of licensed motor vehicle(s), or any other form of property are transferred as stated below. Person(s) Entitled to Receive Description of Property Value ________________________ ________________________________ ____________ ________________________ ________________________________ ____________ ________________________ ________________________________ ____________ ________________________ ________________________________ ____________ ________________________ ________________________________ ____________ ________________________ ________________________________ ____________ ________________________ ________________________________ ____________ ________________________ ________________________________ ____________ ________________________ ________________________________ ____________ ________________________ ________________________________ ____________ ________________________ ________________________________ ____________ 4. If the decedent immediately prior to death had an estate for life or an interest as a joint tenant or in survivorship marital property, in any property for which a certificate of termination has not been issued, the court certifies that such interests terminated or vested at death. 5. The estate commenced under Chapter 856 is terminated; upon filing receipts, the personal representative is discharged and any bond is cancelled. 6. The petitioner shall inform known unsatisfied creditors as to the final disposition of the estate. 7. Letters of Special Administration are issued to ________________________________________ upon filing a _______________ bond of $ ______________________, with the following powers: BY THE COURT: ______________________________________ Court Official ______________________________________ Name Printed or Typed ______________________________________ Date __________________________________ Name of Petitioner __________________________________ Address __________________________________ Telephone Number