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Order for Complete Estate Settlement

 

INSTRUCTIONS: MICHIGAN ORDER FOR COMPLETE ESTATE SETTLEMENT (Form PC 595)

 

 

The form discussed in this article is issued by a Michigan court to order a complete estate settlement. This document can be obtained from the website maintained by the Michigan Courts system.

 

Michigan Order For Complete Estate Settlement PC 595 Step 1: Enter the file number where indicated.

 

Michigan Order For Complete Estate Settlement PC 595 Step 2: On the first blank line, enter the name of the person whose estate is concerned.

 

Michigan Order For Complete Estate Settlement PC 595 Step 3: On line 1, enter the date of the hearing, the name of the judge and their bar number.

 

Michigan Order For Complete Estate Settlement PC 595 Step 4: Check the box on line 4 if the final account is correct and ought to be allowed.

 

Michigan Order For Complete Estate Settlement PC 595 Step 5: Check the box on line 5a if the assets of the estate have been distributed and all properly presented claims have been paid, settled or disposed of.

 

Michigan Order For Complete Estate Settlement PC 595 Step 6: Check the box on line 5b if the schedule for distribution and payment of claims correctly identifies the manner in which assets remaining in the estate shall be paid and/or distributed.

 

Michigan Order For Complete Estate Settlement PC 595 Step 7: Check the box on line 6a if no Michigan estate or income tax is due.

 

Michigan Order For Complete Estate Settlement PC 595 Step 8: Check the box on line 6b if Michigan estate tax or inheritance tax has been paid in full. Attach evidence of full payment from the Michigan Department of Treasury.

 

Michigan Order For Complete Estate Settlement PC 595 Step 9: If the decedent's heirs have been determined, check the box on line 7 and enter their names.

 

Michigan Order For Complete Estate Settlement PC 595 Step 10: Check the box on line 8a if the decedent died intestate.

 

Michigan Order For Complete Estate Settlement PC 595 Step 11: Check the box on line 8b if the decedent died with a valid unrevoked will. Provide its date, as well as the date of any codicils.

 

Michigan Order For Complete Estate Settlement PC 595 Step 12: Complete the rest of the form as instructed.

 

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Renunciation of Right to Appointment, Nomination of Personal Representative and Waiver of Notice

 

INSTRUCTIONS: MICHIGAN RENUNCIATION OF RIGHT TO APPOINTMENT, NOMINATION OF PERSONAL REPRESENTATIVE AND WAIVER OF NOTICE (Form PC 567)

 

 

This form is filed by someone with prior or equal right to appointment as the personal representative of a Michigan estate who wishes to renounce or waive that right. This document can be obtained from the website maintained by the Michigan Courts system.

 

Michigan Renunciation Of Right To Appointment, Nomination Of Personal Representative And Waiver Of Notice PC 567 Step 1: Where indicated, enter the file number.

 

Michigan Renunciation Of Right To Appointment, Nomination Of Personal Representative And Waiver Of Notice PC 567 Step 2: On the first person, enter the name of the person whose estate is concerned.

 

Michigan Renunciation Of Right To Appointment, Nomination Of Personal Representative And Waiver Of Notice PC 567 Step 3: On line 1, type or print your name.

 

Michigan Renunciation Of Right To Appointment, Nomination Of Personal Representative And Waiver Of Notice PC 567 Step 4: Check the box on line 2 if renouncing your right to appointment as a personal representative.

 

Michigan Renunciation Of Right To Appointment, Nomination Of Personal Representative And Waiver Of Notice PC 567 Step 5: Check the first box on line 3 if you have the right to nominate a personal representative and wish to nominate. Type or print the name of the person you are nominating.

 

Michigan Renunciation Of Right To Appointment, Nomination Of Personal Representative And Waiver Of Notice PC 567 Step 6: Check the second box if renouncing your right to nominate a qualified person to act as a personal representative.

 

Michigan Renunciation Of Right To Appointment, Nomination Of Personal Representative And Waiver Of Notice PC 567 Step 7: Check the box on line 4 if you waive notice of appointment of a personal representative.

 

Michigan Renunciation Of Right To Appointment, Nomination Of Personal Representative And Waiver Of Notice PC 567 Step 8: On the next blank line, enter the date.

 

Michigan Renunciation Of Right To Appointment, Nomination Of Personal Representative And Waiver Of Notice PC 567 Step 9: On the next three blank lines, enter the name of your attorney, their bar number, and their street address, city, state, zip code and telephone number. Enter your signature, address, city, state, zip code and telephone number on the last three blank lines.

 

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Notice of Deficiency

 

INSTRUCTIONS: MICHIGAN NOTICE OF DEFICIENCY (Form PC 600)

 

 

The form discussed in this article is filed by a Michigan court to notify the fiduciary of an estate of a deficiency in the handling of their duties. This document can be obtained from the website maintained by the Michigan Courts system.

 

Michigan Notice Of Deficiency PC 600 Step 1: Enter the file number where indicated.

 

Michigan Notice Of Deficiency PC 600 Step 2: Enter the name of the person whose estate is concerned on the first blank line.

 

Michigan Notice Of Deficiency PC 600 Step 3: Enter the name and address of the fiduciary where indicated.

 

Michigan Notice Of Deficiency PC 600 Step 4: Check the first box if the fiduciary has failed to submit sufficient information to adequately determine the inventory fee and must submit this information at once.

 

Michigan Notice Of Deficiency PC 600 Step 5: Check the second box if the fiduciary has not filed an inventory. Indicate with a check mark whether form PC 577 or form PC 674 must be filed at once.

 

Michigan Notice Of Deficiency PC 600 Step 6: Check the third box if the fiduciary has failed to pay the inventory fee and must pay it at once.

 

Michigan Notice Of Deficiency PC 600 Step 7: Check the fourth box if an account is overdue and must be filed at once. Enter the type of account that is overdue.

 

Michigan Notice Of Deficiency PC 600 Step 8: Check the fifth box if an annual report of guardian on the condition on minor is overdue and must be filed at once.

 

Michigan Notice Of Deficiency PC 600 Step 9: Check the sixth box if an annual report of guardian on the condition of a legally incapacitated individual has not been filed and must be filed at once.

 

Michigan Notice Of Deficiency PC 600 Step 10: Check the seventh box if a report of guardian on condition of person with developmental disability has not been filed and must be filed at once.

 

Michigan Notice Of Deficiency PC 600 Step 11: Check the eight box if the deficiency is other than those listed above and specify.

 

Michigan Notice Of Deficiency PC 600 Step 12: Indicate with a check mark whether the person has 28 days to correct the deficiency or must appear in court in person. Complete the rest of the form as instructed.

 

 

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Glossary of Estate Planning Terms

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Using a Bypass Trust to Provide for Children from a Previous Marriage

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Petition By Crematory to Authorize Cremation of Decedent and Order

Petition By Crematory to Authorize Cremation of Decedent and Order

 

INSTRUCTIONS: KENTUCKY PETITION BY CREMATORY TO AUTHORIZE CREMATION OF DECEDENT AND ORDER (Form AOC-858)

 

 

The form discussed in this article is filed by Kentucky crematories if there is no agent to authorize cremation of a decedent to request the court to act as the authorizing agent. This document can be obtained from the website maintained by the Kentucky Court of Justice.

 

Kentucky Petition By Crematory To Authorize Cremation Of Decedent And Order AOC-858 Step 1: On the first blank line, enter the case number.

 

Kentucky Petition By Crematory To Authorize Cremation Of Decedent And Order AOC-858 Step 2: On the second blank line, enter the court.

 

Kentucky Petition By Crematory To Authorize Cremation Of Decedent And Order AOC-858 Step 3: On the third blank line, enter the county.

 

Kentucky Petition By Crematory To Authorize Cremation Of Decedent And Order AOC-858 Step 4: On the fourth blank line, enter the name of the decedent.

 

Kentucky Petition By Crematory To Authorize Cremation Of Decedent And Order AOC-858 Step 5: On the fifth blank line, enter the date of death.

 

Kentucky Petition By Crematory To Authorize Cremation Of Decedent And Order AOC-858 Step 6: On the sixth blank line, enter your signature.

 

Kentucky Petition By Crematory To Authorize Cremation Of Decedent And Order AOC-858 Step 7: On the seventh blank line, enter the date.

 

Kentucky Petition By Crematory To Authorize Cremation Of Decedent And Order AOC-858 Step 8: On the eighth blank line, enter the name of the crematory.

 

Kentucky Petition By Crematory To Authorize Cremation Of Decedent And Order AOC-858 Step 9: On the next three blank lines, enter the address of the crematory.

 

Kentucky Petition By Crematory To Authorize Cremation Of Decedent And Order AOC-858 Step 10: On the next blank line, enter the telephone number of the crematory.

 

Kentucky Petition By Crematory To Authorize Cremation Of Decedent And Order AOC-858 Step 11: The rest of the form will be completed by the court. On the first blank line, the name of the decedent will be entered.

 

Kentucky Petition By Crematory To Authorize Cremation Of Decedent And Order AOC-858 Step 12: On the the next blank line, the name of the crematory will be entered.

 

Kentucky Petition By Crematory To Authorize Cremation Of Decedent And Order AOC-858 Step 13: The rest of the form should be completed as instructed.

 

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Request for Special Notice [same as GC-035]

Request for Special Notice [same as GC-035]

 

INSTRUCTIONS: CALIFORNIA REQUEST FOR SPECIAL NOTICE (Form DE-154/GC-035)

 

 

The form discussed in this article is filed by a person with interest in a California probate estate matter or their attorney. This document can be obtained from the website maintained by the California Judicial Branch.

 

California Request For Special Notice DE-154/GC-035 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 Request For Special Notice DE-154/GC-035 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 Request For Special Notice DE-154/GC-035 Step 3: Indicate whether this concerns a decedent, conservatee, minor or trust and enter the name of the relevant party.

 

California Request For Special Notice DE-154/GC-035 Step 4: Enter the case number where indicated.

 

California Request For Special Notice DE-154/GC-035 Step 5: Check the box on line 1a if you are the person interested in this proceeding.

 

California Request For Special Notice DE-154/GC-035 Step 6: Check the box on line 1b if you are an attorney for a person interested in this proceeding.

 

California Request For Special Notice DE-154/GC-035 Step 7: Check the box on line 2a if requesting special notice of matters listed on lines 2a(1) through 2a(8). If so, check the box next to all applicable matters.

 

California Request For Special Notice DE-154/GC-035 Step 8: Check the box on line 2b if you requesting special notice of matters as listed below.

 

California Request For Special Notice DE-154/GC-035 Step 9: Check the box on line 3a if notices should be sent directly to the person of interest and enter their address.

 

California Request For Special Notice DE-154/GC-035 Step 10: Check the box on line 3b if notices should be sent to the attorney of the person of interest and enter their address.

 

California Request For Special Notice DE-154/GC-035 Step 11: Where indicated, enter the date, print or type or your name, and enter your signature.

 

 

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Affidavit re Real Property of Small Value (Probate)

Affidavit re Real Property of Small Value (Probate)

 

INSTRUCTIONS: CALIFORNIA AFFIDAVIT RE REAL PROPERTY OF SMALL VALUE ($50,000 OR LESS) (Form DE-305)

 

 

The form discussed in this article may be required to be filed in a California estate probate case to document disputed property whose value is $50,000 or less. This document can be obtained from the website maintained by the California Judicial Branch.

 

California Affidavit Re Real Property Of Small Value ($50,000 Or Less DE-305 Step 1: In the first blank box, enter the name of your attorney, as well as their state bar number, address and telephone number. Those not represented by a lawyer should instead enter their name, address and telephone number. In either case, providing a fax number or email address is optional.

 

California Affidavit Re Real Property Of Small Value ($50,000 Or Less DE-305 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 Affidavit Re Real Property Of Small Value ($50,000 Or Less DE-305 Step 3: In the third blank box, enter the name of the decedent.

 

California Affidavit Re Real Property Of Small Value ($50,000 Or Less DE-305 Step 4: In the fourth blank box, enter the case number.

 

California Affidavit Re Real Property Of Small Value ($50,000 Or Less DE-305 Step 5: On line 1, enter the name of the decedent and the date of their death.

 

California Affidavit Re Real Property Of Small Value ($50,000 Or Less DE-305 Step 6: On line 2, enter the city and state where the decedent died.

 

California Affidavit Re Real Property Of Small Value ($50,000 Or Less DE-305 Step 7: Line 3 requires you to attach a certified copy of the decedent's death certificate.

 

California Affidavit Re Real Property Of Small Value ($50,000 Or Less DE-305 Step 8: Check box 4a if the decedent was domiciled in the county you are filing in at the time of death.

 

California Affidavit Re Real Property Of Small Value ($50,000 Or Less DE-305 Step 9: Check box 4b if the decedent was not domiciled in California at the time of their death but died owning real property in this county.

 

California Affidavit Re Real Property Of Small Value ($50,000 Or Less DE-305 Step 10: Complete the rest of the form as instructed.

 

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Inventory and Appraisal Attachment [same as DE-161]

Inventory and Appraisal Attachment [same as DE-161]

 

INSTRUCTIONS: CALIFORNIA INVENTORY AND APPRAISAL ATTACHMENT (Form DE-161/GC-041)

 

 

When filing a California inventory and appraisal for an estate, the form discussed in this article is used as an attachment when additional space is required to document the property in question. Note that if filing for a decedent's estate, this attachment must conform to Probate Code section 8850(c) with regards to community and separate property. This form can be obtained from the website maintained by the California Judicial Branch.

 

California Inventory And Appraisal Attachment DE-161/GC-041 Step 1: In the first blank box, enter the name of the estate.

 

California Inventory And Appraisal Attachment DE-161/GC-041 Step 2: In the second blank box, enter the case number.

 

California Inventory And Appraisal Attachment DE-161/GC-041 Step 3: On the first blank line, enter the number of the attachment.

 

California Inventory And Appraisal Attachment DE-161/GC-041 Step 4: On the second blank line, enter the number of total pages being filed which is this page's.

 

California Inventory And Appraisal Attachment DE-161/GC-041 Step 5: On the third blank line, enter the total number of pages being filed as part of this inventory and appraisal.

 

California Inventory And Appraisal Attachment DE-161/GC-041 Step 6: In the first column of the table provided, enter the number of each item being entered. 

 

California Inventory And Appraisal Attachment DE-161/GC-041 Step 7: In the second column, enter a description of each item.

 

California Inventory And Appraisal Attachment DE-161/GC-041 Step 8: In the third column, enter the appraised value of each item.

 

California Inventory And Appraisal Attachment DE-161/GC-041 Step 9: File this form along with the inventory and appraisal (form DE-160/GC-040). Each attachment filed must be in conformance with the format approved by the Judicial Council. When filing this form, be sure to note with a check mark whether you are filing a final, partial, supplemental or corrected form, one documenting a reappraisal for sale or one documenting a property tax certificate. This form must include an appraisal from a representative, guardian or conservator, as well as a total appraisal from a referee. 

 

California Inventory And Appraisal Attachment DE-161/GC-041 Step 10: When filing the inventory and attachments, you must mail a copy to the State Department of Mental Health or of Developmental Services if the minor or conservatee has been confined in a state hospital.

 

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Order Appointing Guardian Ad Litem – Probate [same as DE-351]

Order Appointing Guardian Ad Litem - Probate [same as DE-351]

 

INSTRUCTIONS: CALIFORNIA ORDER APPOINTING GUARDIAN AD LITEM — PROBATE (Form DE-351/GC-101)

 

 

The form discussed in this article is used to appoint a California guardian ad litem. This document can be obtained from the website maintained by the California Judicial Branch.

 

California Order Appointing Guardian Ad Litem — Probate DE-351/GC-101 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 not represented by an attorney, enter your name, address and telephone number. In either case, including a fax number or email address is optional.

 

California Order Appointing Guardian Ad Litem — Probate DE-351/GC-101 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, state, zip code and branch name.

 

California Order Appointing Guardian Ad Litem — Probate DE-351/GC-101 Step 3: Indicate with a check mark whether this concerns the estate of a decedent, conservatee or minor.

 

California Order Appointing Guardian Ad Litem — Probate DE-351/GC-101 Step 4: If this order is issued ex parte, check the box where indicated.

 

California Order Appointing Guardian Ad Litem — Probate DE-351/GC-101 Step 5: In the last four blank boxes, enter the case number, hearing date, department and time.

 

California Order Appointing Guardian Ad Litem — Probate DE-351/GC-101 Step 6: On line 1, enter the name of the party for whom a guardian ad litem is sought.

 

California Order Appointing Guardian Ad Litem — Probate DE-351/GC-101 Step 9: Check box 1a if this person is a minor and enter their date of birth.

 

California Order Appointing Guardian Ad Litem — Probate DE-351/GC-101 Step 10: Check box 1b if this person is an incapacitated person.

 

California Order Appointing Guardian Ad Litem — Probate DE-351/GC-101 Step 11: Check box 1c if this person is an unborn person.

 

California Order Appointing Guardian Ad Litem — Probate DE-351/GC-101 Step 12: Check box 1d if this person is an unascertained person.

 

California Order Appointing Guardian Ad Litem — Probate DE-351/GC-101 Step 13: Check box 1e if this person is a person whose identity or address are unknown.

 

California Order Appointing Guardian Ad Litem — Probate DE-351/GC-101 Step 14: Complete the rest of the form as instructed.

 

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