INSTRUCTIONS: MICHIGAN PETITION AND ORDER FOR REINSTATEMENT (ESTATE NOT CLOSED) (Form PC 603)

The form discussed in this article is filed by someone who was suspended from their position as a Michigan estate fiduciary to petition for their reinstatement in cases where the estate has not yet been closed. This document can be obtained from the website maintained by the Michigan Courts system.

Michigan Petition And Order For Reinstatement (Estate Not Closed) PC 603 Step 1: Enter the file number where indicated.

Michigan Petition And Order For Reinstatement (Estate Not Closed) PC 603 Step 2: On the first blank line, enter the name of the person whose estate is concerned.

Michigan Petition And Order For Reinstatement (Estate Not Closed) PC 603 Step 3: Check the first box on line 1 if you were suspended because of failure to file an inventory.

Michigan Petition And Order For Reinstatement (Estate Not Closed) PC 603 Step 4: Check the second box if you were suspended because of failure to submit inventory fee information.

Michigan Petition And Order For Reinstatement (Estate Not Closed) PC 603 Step 5: Check the third box if you were suspended because of failure to file an account.

Michigan Petition And Order For Reinstatement (Estate Not Closed) PC 603 Step 6: Check the fourth box if you were suspended for another reason and provide an explanation.

Michigan Petition And Order For Reinstatement (Estate Not Closed) PC 603 Step 7: On line 3, enter the names and addresses of all persons interested in the estate or their personal representatives who were not notified of your suspension.

Michigan Petition And Order For Reinstatement (Estate Not Closed) PC 603 Step 8: On line 4, enter the title to which you wish to be reinstated.

Michigan Petition And Order For Reinstatement (Estate Not Closed) PC 603 Step 9: On the next blank line, enter the date.

Michigan Petition And Order For Reinstatement (Estate Not Closed) PC 603 Step 10: On the next blank line, enter your signature.

Michigan Petition And Order For Reinstatement (Estate Not Closed) PC 603 Step 11: On the next blank line, type or print your name.

Michigan Petition And Order For Reinstatement (Estate Not Closed) PC 603 Step 12: On the last two blank lines, enter your street address, city, state, zip code and telephone number.

INSTRUCTIONS: MICHIGAN SWORN CLOSING STATEMENT, SUMMARY PROCEEDING, SMALL ESTATES (Form PC 590)

The form discussed in this article is filed by the Michigan personal representative of an estate as part of the summary proceedings involved in closing a small estate. This document can be obtained from the website maintained by the Michigan Courts system.

Michigan Sworn Closing Statement, Summary Proceeding, Small Estates PC 590 Step 1: Enter the file number where indicated.

Michigan Sworn Closing Statement, Summary Proceeding, Small Estates PC 590 Step 2: On the first blank line, enter the name of the person whose estate is concerned.

Michigan Sworn Closing Statement, Summary Proceeding, Small Estates PC 590 Step 3: Line 1 states that you are the personal representative and that this estate will be closed without a hearing once this statement is filed.

Michigan Sworn Closing Statement, Summary Proceeding, Small Estates PC 590 Step 4: On line 2, enter the names and addresses of any interested persons or their representatives that do not appear on the initial application or petition.

Michigan Sworn Closing Statement, Summary Proceeding, Small Estates PC 590 Step 5: Line 3 states that the estate is not under supervised administration and you have not been prohibited by court order from filing this statement.

Michigan Sworn Closing Statement, Summary Proceeding, Small Estates PC 590 Step 6: Line 4 states that to your knowledge the value of the estate did not exceed administration costs, expenses and other disbursements.

Michigan Sworn Closing Statement, Summary Proceeding, Small Estates PC 590 Step 7: Line 5 states that you fully administered the estate by disbursing and distributing it to all entitled persons.

Michigan Sworn Closing Statement, Summary Proceeding, Small Estates PC 590 Step 8: Line 6 states that you distributed a copy of this statement to all estate distributees, creditors, claimants and demandants whose claims are neither barred nor paid.

Michigan Sworn Closing Statement, Summary Proceeding, Small Estates PC 590 Step 9: Enter your signature on the next blank line.

Michigan Sworn Closing Statement, Summary Proceeding, Small Estates PC 590 Step 10: Type or print your name on the next blank line.

Michigan Sworn Closing Statement, Summary Proceeding, Small Estates PC 590 Step 11: Enter your street address, city, state, zip code and telephone number on the next two blank lines, then have the form certified by a notary public.

INSTRUCTIONS: MICHIGAN ORDER APPOINTING SPECIAL FIDUCIARY AND/OR SUSPENDING POWERS OF FIDUCIARY (Form PC 602)

The form discussed in this article is issued by a Michigan court to appoint a special fiduciary for administration of an estate or to suspend the powers of a fiduciary. This document can be obtained from the website maintained by the Michigan Courts system.

Michigan Order Appointing Special Fiduciary And/Or Suspending Powers Of Fiduciary PC 602 Step 1: Indicate with a check mark whether this order appoints a special fiduciary or suspends the powers of a fiduciary.

Michigan Order Appointing Special Fiduciary And/Or Suspending Powers Of Fiduciary PC 602 Step 2: Enter the file number where indicated.

Michigan Order Appointing Special Fiduciary And/Or Suspending Powers Of Fiduciary PC 602 Step 3: On the first blank line, enter the name of the person whose estate is concerned.

Michigan Order Appointing Special Fiduciary And/Or Suspending Powers Of Fiduciary PC 602 Step 4: On line 1, enter the date of entry, the name of the judge and their bar number.

Michigan Order Appointing Special Fiduciary And/Or Suspending Powers Of Fiduciary PC 602 Step 5: On line 2, enter the name of the fiduciary.

Michigan Order Appointing Special Fiduciary And/Or Suspending Powers Of Fiduciary PC 602 Step 6: Check the first box on line 2 if the fiduciary has failed to file an inventory.

Michigan Order Appointing Special Fiduciary And/Or Suspending Powers Of Fiduciary PC 602 Step 7: Check the second box if the fiduciary has failed to file an account.

Michigan Order Appointing Special Fiduciary And/Or Suspending Powers Of Fiduciary PC 602 Step 8: Check the third box if the fiduciary has failed to file a report of guardian on the condition of a ward.

Michigan Order Appointing Special Fiduciary And/Or Suspending Powers Of Fiduciary PC 602 Step 9: Check the fourth box if the fiduciary has failed to file a notice of continued administration or a paper required to close the estate.

Michigan Order Appointing Special Fiduciary And/Or Suspending Powers Of Fiduciary PC 602 Step 10: Check the fifth box if the fiduciary has failed to do something other than listed above and provide an explanation.

Michigan Order Appointing Special Fiduciary And/Or Suspending Powers Of Fiduciary PC 602 Step 11: Complete the rest of the form as instructed.

INSTRUCTIONS: KENTUCKY SETTLEMENT OF ESTATE (NOT ELECTRONIC) (Form AOC-846)

The form discussed in this article is used to document the settlement of a Kentucky estate. This document can be obtained from the website maintained by the Kentucky Court of Justice.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 1: On the first blank line, enter the case number.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 2: On the second blank line, enter the court.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 3: On the third blank line, enter the county.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 4: On the fourth blank line, enter the division.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 5: Where indicated, enter the name of the estate and the date on which the estate was settled.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 6: In the first column of the table provided below, enter the date of each payment.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 7: In the second column, enter a description of the payment.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 8: In the third column, enter the voucher number.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 9: In the fourth column, enter the receipts.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 10: In the fifth column, enter the amount of the disbursement.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 11: Complete documentation on the second page enter the total receipts and disbursements at the bottom of the table.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 12: The bottom lefthand corner should be completed by a notary public. On the first blank line, the number of the district will be entered.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 13: On the second blank line, enter the title of the position or title of the person filing the form.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 14: On the third blank line, enter the name of the estate.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 15: On the fourth blank line, enter the date on which you assumed this position.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 16: The notary public will complete the rest of this section, while the right side of the form will be completed by a clerk of the court.

INSTRUCTIONS: CALIFORNIA WAIVER OF NOTICE OF PROPOSED ACTION (Form DE-166)

The form discussed in this article is used to waive the right to notice of proposed action in California probate cases. This document can be obtained from the website maintained by the California Judicial Branch.

California Waiver Of Notice Of Proposed Action DE-166 Step 1: In the first blank box, enter the name of your attorney, as well as their state bar number, address and telephone number. If you are not represented by a lawyer, enter your name, address and telephone number. In either case providing a fax number or email address is optional.

California Waiver Of Notice Of Proposed Action DE-166 Step 2: In the second blank box, enter the county in which the court is located, as well as its street and mailing addresses, city, zip code and branch name.

California Waiver Of Notice Of Proposed Action DE-166 Step 3: In the third blank box, enter the name of the decedent.

California Waiver Of Notice Of Proposed Action DE-166 Step 4: In the fourth blank box, enter the case number.

California Waiver Of Notice Of Proposed Action DE-166 Step 5: On line 1a, enter the name of the personal representative with authority to administer the estate of the decedent without court supervision.

California Waiver Of Notice Of Proposed Action DE-166 Step 6: On line 1b, enter the address of the personal representative.

California Waiver Of Notice Of Proposed Action DE-166 Step 7: At the top of the second page, enter the name of the decedent and the case number. 

California Waiver Of Notice Of Proposed Action DE-166 Step 8: Check the box on line 4a if waiving your right to receive prior notice of any and all actions the personal representative is authorized to take.

California Waiver Of Notice Of Proposed Action DE-166 Step 9: Check the box on line 4b if waiving your right to receive prior notice of any of the kinds of transactions listed below that the personal representative is authorized to take.

California Waiver Of Notice Of Proposed Action DE-166 Step 10: If you require additional space to detail the types of transactions to which you are waiving your right to prior notice, complete attachment 4 and check the box where indicated.

California Waiver Of Notice Of Proposed Action DE-166 Step 11: Enter the date, then print and sign your name where indicated.

INSTRUCTIONS: CALIFORNIA DECLARATION OF PRIVATE PROFESSIONAL CONSERVATOR OR GUARDIAN – QUALIFICATIONS (Form GC-005)

The form discussed in this article must be filed on an annual basis by court-appointed California professional conservators or guardians. This document can be obtained from the website maintained by the California Judicial Branch.

California Declaration Of Private Professional Conservator Or Guardian – Qualifications GC-005 Step 1: In the first blank box, enter the county in which the court is located, in addition to its street address, mailing address, city, state and zip code.

California Declaration Of Private Professional Conservator Or Guardian – Qualifications GC-005 Step 2: In the second blank box, enter the name of the professional conservator or guardian, and specify which.

California Declaration Of Private Professional Conservator Or Guardian – Qualifications GC-005 Step 3: In the third blank box, enter the case number.

California Declaration Of Private Professional Conservator Or Guardian – Qualifications GC-005 Step 4: Indicate with a check mark whether this is the declaration of a conservator or guardian.

California Declaration Of Private Professional Conservator Or Guardian – Qualifications GC-005 Step 5: Above line 1, enter your name.

California Declaration Of Private Professional Conservator Or Guardian – Qualifications GC-005 Step 6: On line 1a, enter your name and the name of your business or firm.

California Declaration Of Private Professional Conservator Or Guardian – Qualifications GC-005 Step 7: On line 1b, enter your business street address, city, county, state and zip code.

California Declaration Of Private Professional Conservator Or Guardian – Qualifications GC-005 Step 8: On line 1c, enter your mailing address.

California Declaration Of Private Professional Conservator Or Guardian – Qualifications GC-005 Step 9: On line 1d, enter your email address.

California Declaration Of Private Professional Conservator Or Guardian – Qualifications GC-005 Step 10: On line 1e, enter your daytime phone number, night phone number, and fax number. Providing your cell phone number is optional.

California Declaration Of Private Professional Conservator Or Guardian – Qualifications GC-005 Step 11: Check box 2a if you have not been convicted of a misdemeanor involving abuse and neglect of a child or an elderly or dependent adult or of any felony. Check box 2b if you have not been determined to be liable in a civil action or proceeding for conversion, embezzlement, fraud, misappropriation, misrepresentation or theft. Complete the rest of the form as instructed.

INSTRUCTIONS: CALIFORNIA NOTICE OF OPENING OR CHANGING A GUARDIANSHIP OR CONSERVATORSHIP ACCOUNT OR SAFE-DEPOSIT BOX (Form GC-051)

The form discussed in this article must be filed by a California financial institution whenever a guardian or conservator of the estate of a person opens or changes the name on an account or safe-deposit box. This document can be obtained from the website maintained by the California Judicial Branch.

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 1: In the first blank box, enter the name and title of the declarant, as well as the institution's name, address and telephone number. Providing a fax number is optional.

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 2: In the second blank box, enter the county in which the court is located, as well as its street address, mailing address, city, zip code and branch name.

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 3: Indicate whether this concerns a guardianship or a conservatorship with a check mark.

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 4: Enter the name of the minor or conservatee.

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 5: Indicate whether you entered the name of a minor or a conservatee with a check mark.

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 6: Where indicated, enter the case number.

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 7: On line 3a, enter the name of the financial institution.

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 8: On line 3b, enter the name of the branch, as well as its street address, city, zip code and telephone number.

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 9: On line 4, indicate the account status with a check mark next to the applicable statement.

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 10: Complete the rest of the form as instructed.