INSTRUCTIONS: COLORADO ORDER APPOINTING SPECIAL CONSERVATOR – ADULT OR MINOR (Form JDF 877)

The form discussed in this article is issued by a Colorado court to appoint a special conservator for either an adult or a minor. This document can be obtained from the website maintained by the Colorado Judicial Branch.

Colorado Order Appointing Special Conservator – Adult Or Minor JDF 877 Step 1: In the first box, indicate whether you are filing in district court or Denver Probate Court with a check mark. Enter the county in which the court is located and its address.

Colorado Order Appointing Special Conservator – Adult Or Minor JDF 877 Step 2: In the second box, enter the name of the protected person.

Colorado Order Appointing Special Conservator – Adult Or Minor JDF 877 Step 3: In the third box, enter the case number, division and courtroom.

Colorado Order Appointing Special Conservator – Adult Or Minor JDF 877 Step 4: Indicate with a check mark whether this concerns the appointment of a special conservator for an adult or a minor.

Colorado Order Appointing Special Conservator – Adult Or Minor JDF 877 Step 5: On the next blank line, enter the date on which the hearing took place.

Colorado Order Appointing Special Conservator – Adult Or Minor JDF 877 Step 6: Check the first box if it is necessary to appoint a special conservator until a hearing can be held to appoint a conservator and explain why.

Colorado Order Appointing Special Conservator – Adult Or Minor JDF 877 Step 7: Check the second box if it is necessary to appoint a special conservator to assist in the accomplishment of a protective arrangement or other authorized single transaction and detail it below.

Colorado Order Appointing Special Conservator – Adult Or Minor JDF 877 Step 8: On the next blank line, enter the name of the person being appointed.

Colorado Order Appointing Special Conservator – Adult Or Minor JDF 877 Step 9: On the next blank line, enter the street address of the person being appointed.

Colorado Order Appointing Special Conservator – Adult Or Minor JDF 877 Step 10: On the next blank line, enter the mailing address of the person being appointed, if different from the one entered above.

Colorado Order Appointing Special Conservator – Adult Or Minor JDF 877 Step 11: Complete the rest of the form as instructed.

INSTRUCTIONS: COLORADO ACCEPTANCE OF APPOINTMENT (Form JDF 911)

The form discussed in this article is completed by someone appointed as personal representative or special administrator of a Colorado estate, or if appointed to another position. This document is only for decedent estate matters. For Guardianship and Conservatorship appointments, form JDF 805 (Acceptance of Office) should be filed. Both forms can be obtained from the website maintained by the Colorado Judicial Branch.

Colorado Acceptance Of Appointment JDF 911 Step 1: Check the first box if filing in district court.

Colorado Acceptance Of Appointment JDF 911 Step 2: Check the second box if filing in Denver Probate Court.

Colorado Acceptance Of Appointment JDF 911 Step 3: On the first blank line, enter the name of the county in which the court is located.

Colorado Acceptance Of Appointment JDF 911 Step 4: Where indicated, enter the court address.

Colorado Acceptance Of Appointment JDF 911 Step 5: In the second box, enter the name of the decedent whose estate is concerned.

Colorado Acceptance Of Appointment JDF 911 Step 6: In the third box, enter the name of your attorney, along with their address, phone number, fax number, email address and attorney registration number. If self-represented, instead provide your name, address, phone number, fax number and email address.

Colorado Acceptance Of Appointment JDF 911 Step 7: In the fourth box, where indicated, enter the case number.

Colorado Acceptance Of Appointment JDF 911 Step 8: On the next blank line, enter the division.

Colorado Acceptance Of Appointment JDF 911 Step 9: On the next blank line, enter the courtroom.

Colorado Acceptance Of Appointment JDF 911 Step 10: Check the first box if accepting appointment as personal representative.

Colorado Acceptance Of Appointment JDF 911 Step 11: Check the second box if accepting appointment as special administrator.

Colorado Acceptance Of Appointment JDF 911 Step 13: Check the third box if accepting another position and specify.

Colorado Acceptance Of Appointment JDF 911 Step 14: On the next blank line, enter the date.

Colorado Acceptance Of Appointment JDF 911 Step 15: On the next blank line, enter your signature.

Colorado Acceptance Of Appointment JDF 911 Step 16: On the next blank line, print your name.

Colorado Acceptance Of Appointment JDF 911 Step 17: On the next blank line, enter your street address. On the last blank line, enter your city, state and zip code.

INSTRUCTIONS: COLORADO INFORMATION OF APPOINTMENT (Form JDF 940)

Within 30 days of the appointment of a personal representative for a Colorado estate, this document must be served to persons interested in the estate. This document can be obtained from the website maintained by the Colorado Judicial Branch.

Colorado Information Of Appointment JDF 940 Step 1: Check the first box if filing in district court.

Colorado Information Of Appointment JDF 940 Step 2: Check the second box if filing in Denver Probate Court.

Colorado Information Of Appointment JDF 940 Step 3: Enter the name of the county in which the court is located on the first blank line.

Colorado Information Of Appointment JDF 940 Step 4: Enter the court address where indicated.

Colorado Information Of Appointment JDF 940 Step 5: In the next box, enter the name of the decedent whose estate is concerned.

Colorado Information Of Appointment JDF 940 Step 6: In the third box, enter the name and address of your attorney, as well as their phone number, email address, fax number and attorney registration number. In the event that you are not represented by a lawyer, instead enter your name, address, phone number, email address and fax number.

Colorado Information Of Appointment JDF 940 Step 7: In the fourth box, enter the case number, division and courtroom.

Colorado Information Of Appointment JDF 940 Step 8: On line 1, enter the date of death.

Colorado Information Of Appointment JDF 940 Step 9: Check the first box on line 2 if the decedent left no will.

Colorado Information Of Appointment JDF 940 Step 10: Check the second box if the decedent left a will. Enter its date, as well as the date of any codicils and the date on which the will and any codicils were admitted to probate.

Colorado Information Of Appointment JDF 940 Step 11: Check the first box on line 3 if proceedings in this matter are informal.

Colorado Information Of Appointment JDF 940 Step 12: Check the second box if proceedings in this matter are formal.

Colorado Information Of Appointment JDF 940 Step 13: On line 4, enter the name of the personal representative and the date on which they were appointed.

Colorado Information Of Appointment JDF 940 Step 14: Complete the rest of the form as instructed.

INSTRUCTIONS: COLORADO STATEMENT OF PERSONAL REPRESENTATIVE CLOSING ADMINISTRATION (Form JDF 965)

The form discussed in this article is filed by the personal representative of a Colorado estate to close administration of an unsupervised estate. This document can be obtained from the website maintained by the Colorado Judicial Branch.

Colorado Statement Of Personal Representative Closing Administration JDF 965 Step 1: Check the first box if filing in district court.

Colorado Statement Of Personal Representative Closing Administration JDF 965 Step 2: Check the second box if filing in the Denver Probate Court.

Colorado Statement Of Personal Representative Closing Administration JDF 965 Step 3: On the first blank line, enter the name of the county in which the court is located.

Colorado Statement Of Personal Representative Closing Administration JDF 965 Step 4: Where indicated, enter the court address.

Colorado Statement Of Personal Representative Closing Administration JDF 965 Step 5: In the second blank box, enter the name of the decedent whose estate is concerned.

Colorado Statement Of Personal Representative Closing Administration JDF 965 Step 6: Enter the name of your attorney, as well as their address, phone number, fax number, email address and attorney registration number. If not represented by an attorney, enter your name and address, phone number, fax number and email address.

Colorado Statement Of Personal Representative Closing Administration JDF 965 Step 7: Enter the case number, division and courtroom where indicated.

Colorado Statement Of Personal Representative Closing Administration JDF 965 Step 8: On the next blank line, enter your name.

Colorado Statement Of Personal Representative Closing Administration JDF 965 Step 9: On line 2, enter the original date of appointment.

Colorado Statement Of Personal Representative Closing Administration JDF 965 Step 10: On the first blank line of the second page, if applicable, your attorney should enter their signature and the date.

Colorado Statement Of Personal Representative Closing Administration JDF 965 Step 11: On the second blank line, enter your signature and the date.

Colorado Statement Of Personal Representative Closing Administration JDF 965 Step 12: The bottom portion of the second page concerns certification of service. Enter the date of service. In the table provided, enter the name of each person served in the first column, their relationship to the decedent in the second column, their address in the third column, and the manner of service in the fourth column. Sign the last blank line.

INSTRUCTIONS: MICHIGAN APPLICATION FOR APPOINTMENT OF SUCCESSOR PERSONAL REPRESENTATIVE (ESTATE NOT CLOSED) (Form PC 620)

The form discussed in this article is filed by someone with interest in a Michigan estate to request that they or someone of their nomination be appointed the successor personal representative of an estate.

Michigan Application For Appointment Of Successor Personal Representative (Estate Not Closed) PC 620 Step 1: Enter the file number where indicated.

Michigan Application For Appointment Of Successor Personal Representative (Estate Not Closed) PC 620 Step 2: Enter the name of the person whose estate is concerned on the first blank line.

Michigan Application For Appointment Of Successor Personal Representative (Estate Not Closed) PC 620 Step 3: On line 1, enter the reason for your interest in the estate.

Michigan Application For Appointment Of Successor Personal Representative (Estate Not Closed) PC 620 Step 4: Check the box on line 2a if the person appointed personal representative died or is now subject to a conservatorship. Indicate which with a check mark. Enter the person's name and, if applicable, their date of death.

Michigan Application For Appointment Of Successor Personal Representative (Estate Not Closed) PC 620 Step 5: Check the box on line 2b if the personal representative has executed a written statement of resignation which is either attached to this application or already on file with this court. Indicate which with a check mark and enter the name of the personal representative.

Michigan Application For Appointment Of Successor Personal Representative (Estate Not Closed) PC 620 Step 6: On line 3, enter any specifically changed or corrected statements that differ from those on the original application or petition.

 Michigan Application For Appointment Of Successor Personal Representative (Estate Not Closed) PC 620 Step 7: On line 4, enter the reason why you have priority to be represented or to nominate a qualified person to act as a successor representative.

Michigan Application For Appointment Of Successor Personal Representative (Estate Not Closed) PC 620 Step 8: On line 5, enter the names and addresses of any interested persons or their representatives who were not listed on the original application or petition.

Michigan Application For Appointment Of Successor Personal Representative (Estate Not Closed) PC 620 Step 9: If a special personal personal representative, check the box on line 7 and enter the reason why. Complete the rest of the form as instructed.

INSTRUCTIONS: MICHIGAN ORDER DETERMINING HEIRS, SEPARATE PROCEEDINGS (Form PC 554)

The form discussed in this article is issued by a Michigan court to determine heirs in a probate case concerning someone who died intestate. This document can be obtained from the website maintained by the Michigan Courts system.

Michigan Order Determining Heirs, Separate Proceedings PC 554 Step 1: Enter the file number where indicated.

Michigan Order Determining Heirs, Separate Proceedings PC 554 Step 2: Enter the name of the person whose estate is concerned on the first blank line.

Michigan Order Determining Heirs, Separate Proceedings PC 554 Step 3: Enter the date of the hearing on the first blank line of line 1.

Michigan Order Determining Heirs, Separate Proceedings PC 554 Step 4: On the second blank line, enter the name of the judge and their bar number.

Michigan Order Determining Heirs, Separate Proceedings PC 554 Step 5: Line 2 states that notice of the hearing was given to or waived by all interested persons.

Michigan Order Determining Heirs, Separate Proceedings PC 554 Step 6: On the first blank line of line 3, enter the date of death.

Michigan Order Determining Heirs, Separate Proceedings PC 554 Step 7: On the second blank line, enter the city, township or village of which the decedent was a resident.

Michigan Order Determining Heirs, Separate Proceedings PC 554 Step 7: On line 4, enter the total value of the property owned by the decedent at the time of their death.

Michigan Order Determining Heirs, Separate Proceedings PC 554 Step 8: Line 5 states there have been no proceedings for the administration of the estate of the decedent, and no personal representative needs to be appointed.

Michigan Order Determining Heirs, Separate Proceedings PC 554 Step 9: In the blank space provided on line 6, enter the names and relationships to the decedent of all heirs being named. Line 7 states these persons are now named the heirs.

Michigan Order Determining Heirs, Separate Proceedings PC 554 Step 10: Check the box on line 8 if inheritance tax is due and enter the amount.

Michigan Order Determining Heirs, Separate Proceedings PC 554 Step 11: On the next blank line, enter the date.

Michigan Order Determining Heirs, Separate Proceedings PC 554 Step 12: On the last blank line, enter the signature of the judge.

INSTRUCTIONS: MICHIGAN RECEIPT OF DISTRIBUTIVE SHARE, PERSONAL PROPERTY (Form PC 588)

The form discussed in this article is filed by a distributee who has receive their share of personal property from a Michigan personal representative of the estate of decedent. This document can be obtained from the website maintained by the Michigan Courts system. This form should not filed if property has been received from a conservator. In such cases, form PC 621 should be filed. This document can also be found on the website maintained by the Michigan Courts system.

Michigan Receipt Of Distributive Share, Personal Property PC 588 Step 1: Check the first box if this documents a full receipt of a distributive share of personal property.

Michigan Receipt Of Distributive Share, Personal Property PC 588 Step 2: Check the second box if this documents a partial receipt of a distributive share of personal property.

Michigan Receipt Of Distributive Share, Personal Property PC 588 Step 3: Enter the file number where indicated.

Michigan Receipt Of Distributive Share, Personal Property PC 588 Step 4: On the first blank line, enter the name of the person from whose estate a full or partial distribution was made.

Michigan Receipt Of Distributive Share, Personal Property PC 588 Step 5: In the blank space where indicated, describe the property you received.

Michigan Receipt Of Distributive Share, Personal Property PC 588 Step 6: On the next blank line, enter the date.

Michigan Receipt Of Distributive Share, Personal Property PC 588 Step 7: On the next blank line, enter your signature.

Michigan Receipt Of Distributive Share, Personal Property PC 588 Step 8: On the next blank line, type or print your name.

Michigan Receipt Of Distributive Share, Personal Property PC 588 Step 9: On the next blank line, type or print the name of your attorney, as well as providing their bar number.

Michigan Receipt Of Distributive Share, Personal Property PC 588 Step 10: On the next blank line, enter the street address of your attorney.

Michigan Receipt Of Distributive Share, Personal Property PC 588 Step 11: On the last blank line, enter the city, street, zip code and telephone number of your attorney, including the area code.

Michigan Receipt Of Distributive Share, Personal Property PC 588 Step 12: The bottom of the form is for court use only and should be left blank.

INSTRUCTIONS: MICHIGAN MEMORANDUM OF CONFERENCE TO CORRECT DEFICIENCY (Form PC 601)

The form discussed in this article is completed by a Michigan court to document a conference regarding a deficiency in the execution of the functions of an estate fiduciary. This document can be obtained from the website maintained by the Michigan Courts system.

Michigan Memorandum Of Conference To Correct Deficiency PC 601 Step 1: Enter the file number where indicated.

Michigan Memorandum Of Conference To Correct Deficiency PC 601 Step 2: On the first blank line, enter the name of the person whose estate is concerned.

Michigan Memorandum Of Conference To Correct Deficiency PC 601 Step 3: On line 1, enter the date of the conference.

Michigan Memorandum Of Conference To Correct Deficiency PC 601 Step 4: On the first blank line on line 2, enter the name of the fiduciary.

Michigan Memorandum Of Conference To Correct Deficiency PC 601 Step 5: On the second blank line, enter the type of fiduciary.

Michigan Memorandum Of Conference To Correct Deficiency PC 601 Step 6: On the third blank line, enter the name of the fiduciary's attorney.

Michigan Memorandum Of Conference To Correct Deficiency PC 601 Step 7: On the fourth blank line, enter the name of the surety.

Michigan Memorandum Of Conference To Correct Deficiency PC 601 Step 8: On line 3, enter the names of persons present at the conference.

Michigan Memorandum Of Conference To Correct Deficiency PC 601 Step 9: On line 4, describe the nature of the deficiency.

Michigan Memorandum Of Conference To Correct Deficiency PC 601 Step 10: On line 5, specify the number of days the fiduciary has to remedy the deficiency and the steps that must be taken. Failure to perform these tasks may result in the suspension of the fiduciary and the appointment of a special fiduciary.

Michigan Memorandum Of Conference To Correct Deficiency PC 601 Step 11: On line 6, enter the name of the deputy register, register, clerk or judge completing the form.

Michigan Memorandum Of Conference To Correct Deficiency PC 601 Step 12: Once completed, copies of this form should be mailed to the fiduciary, attorney of record and sureties. Once this is done, a member of the court should enter the date on which this was done and provide their name at the bottom of the form.

INSTRUCTIONS: MONTANA PROOF OF SERVICE BY PUBLICATION

In cases where the estate of a deceased Montana person requires publication of notification of a hearing concerning the estate by publication in an newspaper, the form discussed in this article should be filed with the court handling the case. Such publication should consist of publishing a copy of the notice at least once a week for three successive weeks in a newspaper in each county involved in the case. If there is no newspaper in the relevant county, publication may take place in a newspaper in an adjoining county. This document can be obtained from the website maintained by the Montana Courts system.

Montana Proof Of Service By Publication Step 1: On the first blank line, enter your name.

Montana Proof Of Service By Publication Step 2: On the second blank line, enter your street address.

Montana Proof Of Service By Publication Step 3: On the third blank line, enter your city, state and zip code.

Montana Proof Of Service By Publication Step 4: On the fourth blank line, enter your phone number, including the area code.

Montana Proof Of Service By Publication Step 5: On the fifth blank line, enter the number of the district in which your county is located.

Montana Proof Of Service By Publication Step 6: On the sixth blank line, enter the name of your county.

Montana Proof Of Service By Publication Step 7: On the seventh blank line, enter the name of the deceased person.

Montana Proof Of Service By Publication Step 8: On the right of the seventh blank line, enter the probate case number.

Montana Proof Of Service By Publication Step 9: On the eighth blank line, enter the name of the newspaper in which the notice of service was published. By providing this information, you are certifying that you have filed with the court an Affidavit of Publication.

Montana Proof Of Service By Publication Step 10: On the ninth blank line, enter the date of the day.

Montana Proof Of Service By Publication Step 11: On the tenth blank line, enter the month.

Montana Proof Of Service By Publication Step 12: On the eleventh blank line, enter the last two digits of the year.

Montana Proof Of Service By Publication Step 13: On the twelfth blank line, enter your signature.