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This document serves as a petition for summary administration of an estate, outlining the necessary steps and requirements to be followed, including the listing of assets, beneficiaries, creditors,

How to fill out summary administration petition

How to fill out SUMMARY ADMINISTRATION PETITION

1. Begin by gathering the necessary documentation, including the original will, death certificate, and any other relevant records.
2. Complete the SUMMARY ADMINISTRATION PETITION form, including the decedent's full name, date of death, and your relationship to the deceased.
3. List the heirs and their respective addresses, ensuring that all legal heirs are included.
4. Provide information about the estate assets, including any real estate or personal property.
5. Include a statement affirming that all debts and taxes of the decedent have been settled.
6. File the completed petition with the appropriate court in your jurisdiction.
7. Pay any required filing fees and schedule a hearing if necessary.
8. Notify all interested parties of the petition and the hearing date, typically by mail.

Who needs SUMMARY ADMINISTRATION PETITION?

1. Individuals who are heirs or beneficiaries of a deceased person's estate seeking a simpler probate process for small estates.
2. Personal representatives or administrators tasked with settling the estate of a loved one who qualifies for summary administration.
3. Individuals who wish to expedite the distribution of assets without undergoing full probate procedures.

People Also Ask about

What is the summary administration process?

Summary administration is a simplified and expedited form of probate available for smaller estates or estates meeting specific criteria. This process can offer significant advantages over traditional, formal probate, particularly in terms of time and cost.

How do I get order of summary administration in Florida?

Like a formal administration, a Florida summary administration starts with filing a petition in court. The petition for summary administration may be filed by any beneficiary or by a person nominated as a personal representative by the decedent's will, but must be signed and verified by the surviving spouse (if any).

Do I need a lawyer for summary administration in Florida?

Contrary to common belief, Florida law allows individuals to file for Summary Administration on their own, known as "pro se" filing. You don't necessarily need an attorney if you have the legal standing to initiate the process.

What is a petition of summary administration?

File a summary administration petition with the probate court. In this petition, you are asking to be appointed as the personal representative of the estate. The court will review your petition. If satisfied, you will be appointed personal representative without a hearing.

How long does summary administration take?

Summary Administration: This usually takes 3 to 6 months. It's faster and easier for estates with simple assets, like those worth less than $75,000. Formal Administration: This longer process usually takes 6 to 18 months. It involves more steps, like court appointments and more paperwork.

For pdfFiller’s FAQs

What is SUMMARY ADMINISTRATION PETITION?

A Summary Administration Petition is a legal document filed in court to request a simplified process for distributing the assets of a deceased person's estate when the total value of the estate is below a certain threshold.

Who is required to file SUMMARY ADMINISTRATION PETITION?

The Summary Administration Petition is typically filed by the beneficiaries or heirs of the deceased person's estate, usually when the estate qualifies for summary administration due to its limited value.

How to fill out SUMMARY ADMINISTRATION PETITION?

To fill out a Summary Administration Petition, one must provide information about the deceased, the value of the estate, a list of beneficiaries or heirs, and any relevant financial information regarding the assets and debts of the estate.

What is the purpose of SUMMARY ADMINISTRATION PETITION?

The purpose of a Summary Administration Petition is to expedite the probate process for small estates, allowing beneficiaries to access and distribute the assets more quickly and with fewer legal formalities.

What information must be reported on SUMMARY ADMINISTRATION PETITION?

The Summary Administration Petition must report the deceased's name and date of death, a description of the assets, their estimated value, the names and addresses of all beneficiaries or heirs, and any known debts or liabilities of the estate.