Florida Petition for Summary Administration

Florida Summary Administration

Title XLII, Chapter 735, Florida Statutes

Control Number: FL-ET30

Instructions and Disclaimer

Florida law provides for several alternate abbreviated procedures other than the formal administration process.

“Summary Administration” is generally available only if the value of the estate subject to probate in Florida is not more than $75,000.00, and if the decedent’s debts are paid or the creditors do not object.

Forms to be submitted to the Court:

1) Petition for Summary Administration;

2) Original Will - if decedent died testate;

3) Order Admitting Will to Probate – if appropriate;

4) Proof Funeral Expenses and Last Medical Expenses were paid;

5) Proof of Payment of Nursing Home Expenses incurred by decedent;

6) Death Certificate; and

7) Order of Summary Administration.

Petition for Summary Administration

IN THE CIRCUIT COURT IN AND FOR COUNTY, FLORIDA

IN RE THE ESTATE OF PROBATE DIVISION
File Number:
Division:

Deceased.

1. Petitioner and Decedent Information

The Petitioner, alleges that , a resident of County, whose last four digits of his/her social security number were and whose last known address was:

died on at .

The decedent was domiciled in the state of and county of .

Death Certificate attached

Decedent’s Will was not deposited with the Clerk.

was deposited with the Clerk on

The Petitioner, , whose address is:

has the following interest in the estate of :

(if applicable) Petitioner’s attorney is , whose address is:

Eligibility for Summary Administration

The Decedent died intestate and meets the statutory requirements.

The Decedent died testate and meets the statutory requirements.

Assets of the estate and their estimated values

Asset description / complete asset address / dollar value

Obligations and Expenses of the Estate

Funeral and burial expenses (attach statement and/or receipts)

Type of service:

Services by:

Address:

Amount:

Paid/Due:

Last illness expenses (attach statement and/or receipts)

Type of service:

Services by:

Address:

Amount:

Paid/Due:

A diligent search and reasonable inquiry for any known or reasonably ascertainable creditors has been made.

The estate is not indebted.

Creditor:

Address:

Nature of Debt:

Amount Due: This is an estimated amount This is an exact amount

Amount Paid:

Those Entitled to Distribution

Surviving Spouse:

Address:

City:

State:

Zip Code:

Heirs, Beneficiaries or Creditors

I know of no other assets in the decedent’s name alone except:

I also acknowledge that neither the application, nor the granting of this Petition for Summary Administration, in any way relieves me, or this Estate, of the possible obligation of filing a State or Federal Tax Return.

No domiciliary or principal proceedings are pending in another state or country.

Domiciliary or principal proceedings are pending in another state or country.

Name and address of the foreign personal representative:

Name and address of the court issuing letters:

Verification

STATE OF

COUNTY OF

I, the undersigned Petitioner, being sworn, state that I have read and understood the Petition for Summary Administration in the above styled case; that the petition was filed at my request and direction; and that the allegations are true and correct.

Date:

Order Admitting Will to Probate

IN THE CIRCUIT COURT IN AND FOR COUNTY, FLORIDA

IN RE THE ESTATE OF

File Number: Division:

Deceased.

ORDER ADMITTING WILL TO PROBATE

The instrument presented to this court as the last will of is admitted to probate.

Order of Summary Administration

IN THE CIRCUIT COURT IN AND FOR COUNTY, FLORIDA

IN RE THE ESTATE OF

File Number: Division:

Deceased.

The Court grants Summary Administration and orders distribution of the estate as shown below.

Notice to Creditors

Notice is hereby given that on the day of , the Court entered an Order of Summary Administration of the above Estate.

The total cash value of the Estate was found to be ().

All creditors having claims against the Estate are required to file their claims, with supporting documentation attached, with the Clerk of the Circuit Court, County, Florida, within Ninety (90) days after the first publication of this Notice.

DATE: