FL Summary Administration Checklist free printable template

State of Florida Counties of Brevard and Seminole Circuit Court Eighteenth Judicial Circuit JOHN M. HARRIS Harry T. and Harriett V. Moore Justice Center 2825 Judge Fran Jamieson Way Vera, Florida

How to fill out summary administration forms florida

How to fill out FL Summary Administration Checklist

1. Obtain a copy of the FL Summary Administration Checklist from the appropriate court or online resource.
2. Read the instructions provided on the checklist carefully.
3. Fill in the decedent's information, including full name, date of death, and last known address.
4. List all beneficiaries and their respective information, including addresses and relationship to the decedent.
5. Identify and list all assets of the estate, providing details on their value and location.
6. Indicate the debts and liabilities of the estate that need to be addressed.
7. Sign and date the checklist, certifying that all information is accurate to the best of your knowledge.
8. Ensure to attach any required supporting documents to the checklist as specified.
9. Submit the completed checklist to the court along with any necessary filing fees.

Who needs FL Summary Administration Checklist?

1. Individuals acting as personal representatives or administrators of an estate in Florida.
2. Beneficiaries seeking clarity on the administration process.
3. Attorneys handling estate matters.

People Also Ask about petition for summary administration florida form

What is a Florida order of summary administration intestate?

Florida Statute 735.201 and Florida Probate Rule 5.530 allow for Summary Administration when the value of the entire estate, less the value of exempt property does not exceed $75,000 or that the decedent has been dead for more than two years.

How much does an attorney charge for summary administration in Florida?

In Florida the fees for a Summary Administration vary but will typically range from $1,500.00 to $3,500.00 depending on the nature of the assets, creditor claims, the number of beneficiaries and any complexities associated with getting the Last Will and Testament admitted to Probate Court in Florida.

How to file summary administration in Florida without a lawyer?

Florida law does not require the person who requests a summary administration of a Florida estate to have a lawyer. The interested person can go down to the courthouse and file the request for the summary administration without any attorney.

What is the summary administration process in Florida?

Summary Administration in Florida is a simplified probate process used to provide efficiency in small estates and when the person has been dead for over two years and all creditors of the deceased are barred.

How long does summary administration take in Florida?

Once you have everyone's consent, once the summary petition to the court is submitted, the order of summary administration generally takes about 2-3 weeks (depending upon the county) to get back from the court. The order of summary administration will give the heirs access to the assets subject to the court order.

How long does it take to get letters of administration in Florida?

How Long Does it Take to Get Letters of Administration? Obtaining the probate Letters of Administration for the estate is usually a straightforward process under Florida probate rules. It typically takes 1 to 4 weeks after filing with the local circuit court.

How do I file a petition for summary administration in Florida?

In Florida, there are five steps to summary administration: Petition for summary administration. The personal representative must file a petition with the circuit court in the county where the deceased person lived. Notify interested parties. Obtain court approval. Pay debts and distribute assets. Close the estate.

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What is FL Summary Administration Checklist?

The FL Summary Administration Checklist is a document used in Florida probate law to streamline the process of summarizing the administration of a deceased person's estate when the estate is small and does not require full administration.

Who is required to file FL Summary Administration Checklist?

The individual who is requesting summary administration, typically the personal representative or executor of the estate, is required to file the FL Summary Administration Checklist.

How to fill out FL Summary Administration Checklist?

To fill out the FL Summary Administration Checklist, provide necessary information about the decedent, the estate, the beneficiaries, and any outstanding debts. Follow the checklist's sections carefully, ensuring all required documentation is attached.

What is the purpose of FL Summary Administration Checklist?

The purpose of the FL Summary Administration Checklist is to ensure that all necessary information is provided to the court to facilitate the summary administration process and to confirm that the estate qualifies for this simplified procedure.

What information must be reported on FL Summary Administration Checklist?

The FL Summary Administration Checklist must report information including the decedent's details, the value of the estate, the names and addresses of beneficiaries, any creditors, and the nature of the assets involved.