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.