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What is the purpose of florida summary administration form?
The purpose of the Florida Summary Administration Form is to provide guidance to those who wish to administer the estate of a deceased person without having to go through the formal probate process. It is designed to provide a streamlined, simplified process for the distribution of assets of a decedent with a gross estate of less than $75,000. The Summary Administration Form includes instructions for filing the necessary paperwork with the court, as well as information needed to manage the estate.
What information must be reported on florida summary administration form?
The information that must be reported on a Florida Summary Administration form includes the full name and address of the deceased, the name and address of the personal representative, the name and address of the attorney for the personal representative (if applicable), the date of death of the deceased, the date of the filing of the summary administration petition, the court in which the summary administration was filed, the names and addresses of the heirs, the names and addresses of any creditors, and the date the summary administration was granted.
What is florida summary administration form?
The Florida Summary Administration Form is a legal document used in the state of Florida to administer the estate of a deceased person through a simplified and expedited process. Summary administration is available when the value of the estate is below a certain threshold or when the decedent has been deceased for more than two years. The form typically includes information about the deceased person, their assets and liabilities, and the proposed distribution of the estate.
Who is required to file florida summary administration form?
In Florida, summary administration is a simplified probate process that can be used when the value of the decedent's estate, excluding exempt property, does not exceed $75,000 or if the decedent has been dead for more than two years. The person required to file the Florida summary administration form would be the person seeking to administer the estate, usually the appointed personal representative or executor named in the decedent's will.
How to fill out florida summary administration form?
To fill out a Florida summary administration form, follow these steps:
1. Obtain Form 346, also known as the "Summary Administration Petition." This form can be found on the official website of the Florida Courts or obtained from the clerk of the circuit court in the county where the decedent lived.
2. Begin the form by entering the relevant information at the top, including the name of the decedent and the case number (if known).
3. In Part I of the form, provide the current contact information and address of the petitioner. The petitioner is typically the spouse or a close family member of the decedent, or a person named in their will as the personal representative.
4. In Part II, indicate the name and address of the decedent and their date of death. Include any alternate names or aliases by which the decedent was known.
5. In Part III, disclose any previous probate proceedings that have been conducted for the decedent in Florida or elsewhere. Provide details regarding these previous cases, if applicable.
6. In Part IV, describe the assets of the estate. Include real estate, bank accounts, vehicles, personal property, and any other significant assets. Attach any supporting documentation, such as bank statements or property deeds, if available.
7. In Part V, state the estimated value of the estate and the date of estimation. This estimation should include both probate and non-probate assets.
8. In Part VI, list the known debts of the decedent, including any outstanding taxes, mortgages, loans, or other liabilities. Attach any supporting documentation, such as bills or loan agreements.
9. In Part VII, provide the names and addresses of the beneficiaries of the estate, as well as their relationship to the decedent. Indicate if any beneficiary is a minor or has other special circumstances.
10. In Part VIII, state whether the decedent had a will. If so, specify the date of execution and the person named as the personal representative in the will. Attach a copy of the will if available.
11. In Part IX, declare that the value of the estate does not exceed the statutory limit for summary administration in Florida. Provide any additional relevant information.
12. Sign the form in the presence of a notary public and have it notarized. Ensure that all necessary attachments and supporting documentation are included.
13. Submit the completed form to the clerk of the circuit court in the county where the decedent lived. Include any filing fees as required.
Note that this is a general guide, and some counties in Florida may have specific requirements or additional forms. It is recommended to consult with an attorney or seek legal advice to ensure compliance with the specific requirements of the county where the summary administration is being conducted.
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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.