INSTRUCTIONS: MICHIGAN PETITION FOR APPROVAL OF SALE OF REAL ESTATE (Form PC 646)

The form discussed in this article is filed by the administrator, executor or personal representative of a Michigan estate to request permission from the court to sell real estate. This document can be obtained from the website maintained by the Michigan Courts system.

Michigan Petition For Approval Of Sale Of Real Estate PC 646 Step 1: Enter the file number where indicated.

Michigan Petition For Approval Of Sale Of Real Estate PC 646 Step 2: Enter the name of the person whose estate is concerned on the first blank line.

Michigan Petition For Approval Of Sale Of Real Estate PC 646 Step 3: On line 1, enter the title of your position regarding the estate.

Michigan Petition For Approval Of Sale Of Real Estate PC 646 Step 4: On line 2, provide a legal description of the property you intend to sell, the purpose of this sale, the name of the purchaser, the amount of the sale, the terms and conditions of the sale, the state equalized value of the property and the amount of the current unpaid mortgage and taxes on this property.

Michigan Petition For Approval Of Sale Of Real Estate PC 646 Step 5: On line 3, explain why it is in the protected individual's or estate's best interests to sell the real property.

Michigan Petition For Approval Of Sale Of Real Estate PC 646 Step 6: On line 4, enter the value of the remaining personal property and real property, the amount of unpaid debts and taxes, and the amount for which the fiduciary is currently bonded.

Michigan Petition For Approval Of Sale Of Real Estate PC 646 Step 7: Check the box on line 5 if this is a conservatorship and provide the protected individual's monthly income and expenses.

Michigan Petition For Approval Of Sale Of Real Estate PC 646 Step 8: On line 6, enter the name and addresses of all interested parties or their personal representatives who do not appear on the initial petition.

Michigan Petition For Approval Of Sale Of Real Estate PC 646 Step 9: On the first two blank lines of the second page, provide the signature of your attorney and the date.

Michigan Petition For Approval Of Sale Of Real Estate PC 646 Step 10: Complete the rest of the form as instructed.

INSTRUCTIONS: MONTANA NOTICE AND INFORMATION TO HEIRS AND DEVISEES 

The form discussed in this article is used to give notice to Montana heirs and devisees who have interest in an estate about the personal representative in charge of the estate and how to establish claims. This document can be obtained from the website maintained by the Montana Courts system.

Montana Notice And Information To Heirs And Devisees Step 1: Enter your name on the first blank line.

Montana Notice And Information To Heirs And Devisees Step 2: Enter your street address on the second blank line.

Montana Notice And Information To Heirs And Devisees Step 3: Enter your city, state and zip code on the third blank line.

Montana Notice And Information To Heirs And Devisees Step 4: Enter your phone number, including the area code, on the fourth blank line.

Montana Notice And Information To Heirs And Devisees Step 5: Enter the number of the district in which your county is located on the fifth blank line.

Montana Notice And Information To Heirs And Devisees Step 6: Enter the name of your county on the sixth blank line.

Montana Notice And Information To Heirs And Devisees Step 7: Enter the name of the decedent on the seventh blank line.

Montana Notice And Information To Heirs And Devisees Step 8: Enter the probate case number on the right where indicated.

Montana Notice And Information To Heirs And Devisees Step 9: On the first blank line of line 1, enter the name of the decedent.

Montana Notice And Information To Heirs And Devisees Step 10: On the next two blank lines, enter the date and year of death.

Montana Notice And Information To Heirs And Devisees Step 11: On the first blank line of line 3, enter the name of the personal representative.

Montana Notice And Information To Heirs And Devisees Step 12: On the remainder of line 3, enter the address of the personal representative and the date of their appointment.

Montana Notice And Information To Heirs And Devisees Step 13: On line 4, enter the district number, county and city of the court maintaining papers and information related to the estate.

Montana Notice And Information To Heirs And Devisees Step 14: On the second page, enter the date and your signature.

INSTRUCTIONS: KENTUCKY AFFIDAVIT OF WAIVER OF FORMAL SETTLEMENT (Form AOC-851)

The form discussed in this article is filed when there is more than one beneficiary to a Kentucky estate who consent to informal settlement of the estate, including settlement of the fiduciaries' accounts. This document can be obtained from the website maintained by the Kentucky Court Of Justice.

Kentucky Affidavit Of Waiver Of Formal Settlement AOC-851 Step 1: On the first blank line, enter the case number. Leave blank if unknown.

Kentucky Affidavit Of Waiver Of Formal Settlement AOC-851 Step 2: On the second blank line, indicate whether the case is being heard in district court or probate court by circling the applicable word.

Kentucky Affidavit Of Waiver Of Formal Settlement AOC-851 Step 3: On the third blank line, enter the name of the county in which the court is located.

Kentucky Affidavit Of Waiver Of Formal Settlement AOC-851 Step 4: On the fourth blank line, enter the name of the decedent.

Kentucky Affidavit Of Waiver Of Formal Settlement AOC-851 Step 5: The twenty blank lines provided below are for the signatures of all beneficiaries to an estate who are under no legal disability unless. Each person signing is affirming that they are waiving the requirements of KRS Chapter 395 regarding settlement of fiduciaries' accounts.

Kentucky Affidavit Of Waiver Of Formal Settlement AOC-851 Step 6: The next portion of the form is to be completed by a notary public. On the first blank line, they will enter the names of the beneficiaries appearing before them.

Kentucky Affidavit Of Waiver Of Formal Settlement AOC-851 Step 7: On the next blank line, the notary public will enter the month and date on which the beneficiaries appeared before them.

Kentucky Affidavit Of Waiver Of Formal Settlement AOC-851 Step 8: On the next blank line, the notary public will enter the last two digits of the year in which the beneficiaries appeared before them.

Kentucky Affidavit Of Waiver Of Formal Settlement AOC-851 Step 9: On the next blank line, the notary public will enter the date on which their commission expires.

Kentucky Affidavit Of Waiver Of Formal Settlement AOC-851 Step 10: On the next blank line, the notary public will enter their name and title.

Kentucky Affidavit Of Waiver Of Formal Settlement AOC-851 Step 11: The court will complete the form as instructed.

INSTRUCTIONS: CALIFORNIA SUMMONS (Form DE-125)

The form discussed in this article is issued to people who may be affected by the probate of a California estate. This document can be found on the website maintained by the California Judicial Branch.

California Summons DE-125 Step 1: Where indicated, enter the name of the person to whom the summons is being issued, the name of the person issuing the summons and the name of the person whose estate is concerned.

California Summons DE-125 Step 2: Below, enter the name and address of the court.

California Summons DE-125 Step 3: Where indicated, enter the case number.

California Summons DE-125 Step 4: Where indicated, enter the name, address and telephone number of the filing party's attorney or the same information for a party not represented by an attorney.

California Summons DE-125 Step 5: The deputy will sign and date the form where indicated.

California Summons DE-125 Step 6: Check the box on line a if the person is being served as an individual.

California Summons DE-125 Step 7: Check the box on line b if the person is being served on behalf of a corporation, defunct corporation, association or partnership, minor, conservatee or other. Indicate which with a check mark.

California Summons DE-125 Step 8: Check the box on line c if the person is being served by personal delivery and enter the date on which this occurred.

California Summons DE-125 Step 9: The second page should be completed by the person who served the summons. At the top of the page, enter the name of the decedent and the case number.

California Summons DE-125 Step 10: On line 1, enter the documents being served.

California Summons DE-125 Step 11: On line 2a, enter the name of the party being served.

California Summons DE-125 Step 12: Check the first box on line 2b if the person being served was the person named on line 2a. If other, check the second box and enter the name and title or relationship to the party named on line 2a.

California Summons DE-125 Step 13: On line 2c, enter the name of the person being served.

California Summons DE-125 Step 14: Indicate how the party was served by checking the applicable statements on lines 3a through 3e.

California Summons DE-125 Step 15: Complete the rest of the form as instructed.

INSTRUCTIONS: CALIFORNIA SPOUSAL OR DOMESTIC PARTNER PROPERTY ORDER (Form DE-226)

The form discussed in this article is issued by a California court ruling on spousal or domestic partner property inheritance in a probate case. This document can be obtained from the website maintained by the California Judicial Branch.

California Spousal Or Domestic Partner Property Order DE-226 Step 1: In the first blank box, enter the name of your lawyer, as well as their state bar number, address and telephone number. If you are not represented by an attorney, enter your name, address and telephone number. In either instance, providing an email address or fax number is optional.

California Spousal Or Domestic Partner Property Order DE-226 Step 2: In the second blank box, enter the county in which the court is located, as well as the street and mailing address, city, zip code and branch name.

California Spousal Or Domestic Partner Property Order DE-226 Step 3: In the third blank box, enter the name of the decedent.

California Spousal Or Domestic Partner Property Order DE-226 Step 4: In the fourth blank box, enter the case number.

California Spousal Or Domestic Partner Property Order DE-226 Step 5: Indicate with a check mark whether this is a spousal or domestic partner property order.

California Spousal Or Domestic Partner Property Order DE-226 Step 6: The rest of the form will be completed by the court. On line 1, enter the date of the hearing, as well as the time, department and room.

California Spousal Or Domestic Partner Property Order DE-226 Step 7: Enter the date of death on line 3.

California Spousal Or Domestic Partner Property Order DE-226 Step 8: Check the box on line 3a if the decedent was a resident of the county entered above.

California Spousal Or Domestic Partner Property Order DE-226 Step 9: Check the box on line 3b if the decedent was a nonresident of California who left an estate in the county entered above.

California Spousal Or Domestic Partner Property Order DE-226 Step 10: On 3c, indicate with a check mark whether the decedent died testate or intestate.

California Spousal Or Domestic Partner Property Order DE-226 Step 11: On line 4, enter the name of the surviving spouse or surviving registered domestic partner. Indicate which with a check mark.

California Spousal Or Domestic Partner Property Order DE-226 Step 12: Complete the rest of the form as instructed.

INSTRUCTIONS: CALIFORNIA PROOF OF PERSONAL SERVICE OF NOTICE OF HEARING — GUARDIANSHIP OR CONSERVATORSHIP (GC-020(P))

The document discussed in this article is used to provide proof of personal service of a notice of hearing concerning a California guardianship or conservatorship. This form can be obtained from the website maintained by the California Judicial Branch.

California Proof Of Personal Service Of Notice Of Hearing — Guardianship Or Conservatorship GC-020(P) Step 1: Check the first box if this concerns a guardianship.

California Proof Of Personal Service Of Notice Of Hearing — Guardianship Or Conservatorship GC-020(P) Step 2: Check the second box if this concerns a conservatorship.

California Proof Of Personal Service Of Notice Of Hearing — Guardianship Or Conservatorship GC-020(P) Step 3: Check the third box if this concerns the guardianship or conservatorship of a person.

California Proof Of Personal Service Of Notice Of Hearing — Guardianship Or Conservatorship GC-020(P) Step 4: Check the fourth box if this concerns the guardianship or conservatorship of an estate.

California Proof Of Personal Service Of Notice Of Hearing — Guardianship Or Conservatorship GC-020(P) Step 5: Enter the name of the minor or conservatee.

California Proof Of Personal Service Of Notice Of Hearing — Guardianship Or Conservatorship GC-020(P) Step 6: Check the fifth box if you entered the name of a minor.

California Proof Of Personal Service Of Notice Of Hearing — Guardianship Or Conservatorship GC-020(P) Step 7: Check the sixth box if you entered the name of a conservatee or proposed conservatee.

California Proof Of Personal Service Of Notice Of Hearing — Guardianship Or Conservatorship GC-020(P) Step 8: Enter the case number where indicated.

California Proof Of Personal Service Of Notice Of Hearing — Guardianship Or Conservatorship GC-020(P) Step 9: Check the box on line 3 if you served a copy of the petition or other documents referred to in the notice along with the notice. 

California Proof Of Personal Service Of Notice Of Hearing — Guardianship Or Conservatorship GC-020(P) Step 10: Check the box on line 4 if you served other documents along with the notice and list them below.

California Proof Of Personal Service Of Notice Of Hearing — Guardianship Or Conservatorship GC-020(P) Step 11: Complete the rest of the form as instructed.

INSTRUCTIONS: CALIFORNIA ATTACHMENT TO PRE-MOVE NOTICE OF PROPOSED CHANGE OF PERSONAL RESIDENCE OF CONSERVATEE OR WARD (Form GC-079(MA))

The form discussed in this article is filed as an attachment to a California pre-move notice of proposed change of personal residence of a conservatee or ward if the form does not provide sufficient space to identify all people who should be notified. Both documents can be obtained from the website maintained by the California Judicial Branch.

California Attachment To Pre-Move Notice Of Proposed Change Of Personal Residence Of Conservatee Or Ward GC-079(MA) Step 1: Check the first box if this concerns a conservatorship.

California Attachment To Pre-Move Notice Of Proposed Change Of Personal Residence Of Conservatee Or Ward GC-079(MA) Step 2: Check the second box if this concerns a guardianship.

California Attachment To Pre-Move Notice Of Proposed Change Of Personal Residence Of Conservatee Or Ward GC-079(MA) Step 3: Check the third box if this concerns a conservatorship or guardianship of both a person and an estate.

California Attachment To Pre-Move Notice Of Proposed Change Of Personal Residence Of Conservatee Or Ward GC-079(MA) Step 4: Enter the name of the conservatee or minor.

California Attachment To Pre-Move Notice Of Proposed Change Of Personal Residence Of Conservatee Or Ward GC-079(MA) Step 5: Check the fourth box if you entered the name of a conservatee.

California Attachment To Pre-Move Notice Of Proposed Change Of Personal Residence Of Conservatee Or Ward GC-079(MA) Step 6: Check the fifth box if you entered the name of a minor.

California Attachment To Pre-Move Notice Of Proposed Change Of Personal Residence Of Conservatee Or Ward GC-079(MA) Step 7: Enter the case number where indicated.

California Attachment To Pre-Move Notice Of Proposed Change Of Personal Residence Of Conservatee Or Ward GC-079(MA) Step 8: Up to nine people can be documented on this page. In the first box of the section for each person, enter their name.

California Attachment To Pre-Move Notice Of Proposed Change Of Personal Residence Of Conservatee Or Ward GC-079(MA) Step 9: In the second box of each section, enter the person's relationship to the conservatee or ward.

California Attachment To Pre-Move Notice Of Proposed Change Of Personal Residence Of Conservatee Or Ward GC-079(MA) Step 10: In the third box, enter the address of each person.

INSTRUCTIONS: CALIFORNIA ORDER APPOINTING TEMPORARY GUARDIAN (Form GC-140)

The document discussed in this article is used to appoint a temporary guardian in California. This form can be found on the website maintained by the California Judicial Branch. This appointment will not be effective until letters of temporary guardianship have been issued.

California Order Appointing Temporary Guardian GC-140 Step 1: In the first blank box, enter the name of your attorney, their state bar number, address and telephone number. If not represented by an attorney, enter your name, address and telephone number. In either instance, entering an email address or fax number is optional.

California Order Appointing Temporary Guardian GC-140 Step 2: In the second blank box, enter the county in which the court is located, its mailing address and street address, city and zip code, and its branch name.

California Order Appointing Temporary Guardian GC-140 Step 3: Indicate with a check mark whether this concerns temporary guardianship of a person or estate. Enter the name of the minor.

California Order Appointing Temporary Guardian GC-140 Step 4: Where indicated, enter the case number.

California Order Appointing Temporary Guardian GC-140 Step 5: On line 1a, enter the name of the judicial official at the hearing.

California Order Appointing Temporary Guardian GC-140 Step 6: On line 1b, enter the hearing date, time, department name and room.

California Order Appointing Temporary Guardian GC-140 Step 7: On lines 1c through 1l, check the box next to all listed parties who attended the hearing in person and enter their names.

California Order Appointing Temporary Guardian GC-140 Step 8: Check the box on line 2a if notice of the time and place of hearing has been given as required by law.

California Order Appointing Temporary Guardian GC-140 Step 9: Check the box on line 2b if notice of the time and place of hearing has been or should be dispensed with. Enter the reason why.

California Order Appointing Temporary Guardian GC-140 Step 10: Indicate the reason it is necessary that a temporary guardian be appointed with check marks on line 3.

California Order Appointing Temporary Guardian GC-140 Step 11: On line 4a, enter the name, address and telephone number of the person being appointed.

California Order Appointing Temporary Guardian GC-140 Step 12: Complete the rest of the form as instructed. 

INSTRUCTIONS: CALIFORNIA ATTACHMENT REQUESTING SPECIAL ORDERS REGARDING DEMENTIA (Form GC-313)

The form discussed in this article is filed in California along with petitions for exclusive authority to give consent for medical treatment as the conservator of a person. This document can be obtained from the website maintained by the California Judicial Branch.

California Attachment Requesting Special Orders Regarding Dementia GC-313 Step 1: In the first blank box, enter the name of the conservatee.

California Attachment Requesting Special Orders Regarding Dementia GC-313 Step 2: In the second blank box, enter the case number.

California Attachment Requesting Special Orders Regarding Dementia GC-313 Step 3: Check the box on line 1a if you are requesting that you be authorized to place the conservatee in a secured perimeter residential care facility for the elderly which has a care plan meeting the requirements of the California Code of Regulations.

California Attachment Requesting Special Orders Regarding Dementia GC-313 Step 4: Check the box on line 1b if you are requesting to be authorized to administer medications appropriate for the care and treatment of dementia.

California Attachment Requesting Special Orders Regarding Dementia GC-313 Step 5: Check the box on line 3a if you have filed a medical declaration executed by a licensed physician or a licensed psychologist acting within the scope of his or her licensure with at least two years experience in diagnosing dementia.

California Attachment Requesting Special Orders Regarding Dementia GC-313 Step 6: Check the box on line 3b if you will file a medical declaration prior to the hearing which has been executed by a licensed physician or a licensed psychologist acting within the scope of his or her licensure with at least two years experience in diagnosing dementia.

California Attachment Requesting Special Orders Regarding Dementia GC-313 Step 7: Check the box on line 4 if you are requesting restricted placement, the conservatee lacks the capacity to give informed consent to this placement, and if the placement being proposed is the least restrictive placement appropriate to the needs of the conservatee.

California Attachment Requesting Special Orders Regarding Dementia GC-313 Step 8: Check the box on line 5 if you are requesting dementia medications which the conservatee needs or would benefit from and if the conservatee lacks the capacity to give informed consent to administration of these medications.