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2. A funeral bill marked “Paid” with your attorney and provide the
3. A basic family tree with contact information and documents listed above.
information for close relatives Your attorney will prepare the petition for
probate or administration. Filing fees are
A list of assets including: paid on a sliding scale depending on the
size of the estate.
1. Real Estate
2. Bank and Brokerage Accounts Under New York State law, certain people
3. Vehicles are entitled to notice of the probate or
4. Retirement Accounts administration of the estate - namely
5. Annuities the beneficiaries, fiduciaries, and “heirs
6. Insurance Policies at law” of the decedent. The probate or
7. Valuable Collections administration process will be substantially
simplified if these individuals consent to
The above documents and information the relief requested in the probate or
will assist your attorney in drafting the administration petition, and waive the
probate or administration petition for issuance of formal process. This will be
your loved one’s estate. It is important to the case where there are no objections to
note that the IRS form 706 - the estate tax the appointment of the name fiduciary or
return - must be filed within nine months applicant, and there are no objections to
of the death of the decedent (or within the disposition of assets provided for in
the six months extension window if one is the will. If the persons entitled to notice
timely applied for). do not consent to the relief requested in
the petition and waive the issuance of
The probate or administration processes formal process, then the Court will issue a
are formal judicial proceedings which “citation” to appear in Court on a certain
take place in the decedent’s county’s day, and each non- consenting person
Surrogate Court. If you are the nominated must be formally served in accordance
executor, or a person eligible to serve with New York State law.
as administrator, you should consult
Perry Funeral Home, Inc. - Page 29
