New York Ancillary Probate Proceeding Checklist

• Category: New York Statewide - Surrogates Court - Probate
• State: New York
• Control #: NY-SPRB-ANCP1
• Format: PDF

Description Ancillary Probate Proceeding New York

Ancillary Probate Proceeding Checklist The New York Ancillary Probate Proceeding Checklist is a set of steps and forms that must be completed in order for an estate to be probated in New York State if the decedent (the deceased person) owned property in New York, but lived in a different state. The checklist includes: 1. File a Petition for Probate: This must be done in the county in which the decedent owned property. 2. Provide Notice to the Personal Representative: The personal representative (the executor or administrator of the estate) must be notified and given the opportunity to appear in court. 3. Obtain Letters of Administration: These are documents that authorize the personal representative to act on behalf of the estate. 4. File an Affidavit of Service: This is a document that confirms that the required notices have been given. 5. File an Inventory of the Estate: This is a list of all assets of the estate. 6. File an Accounting of the Estate: This is a record of all transactions related to the estate. 7. File a Tax Waiver: This is a document that confirms that all taxes have been paid. 8. File a Final Accounting and Petition for Distribution: This is a document that includes all expenses and distributions of the estate. 9. Obtain a Certificate of Discharge: This is a document that confirms that all debts have been paid. 10. File a Final Decree of Distribution: This is a document that confirms that the final distribution of the estate has been completed. There are two types of New York Ancillary Probate Proceeding Checklists: the standard checklist and the simplified checklist. The standard checklist is used when there are multiple assets or complex transactions associated with the estate. The simplified checklist is used when there are few assets and simple transactions.

The New York Ancillary Probate Proceeding Checklist is a set of steps and forms that must be completed in order for an estate to be probated in New York State if the decedent (the deceased person) owned property in New York, but lived in a different state. The checklist includes: 1. File a Petition for Probate: This must be done in the county in which the decedent owned property. 2. Provide Notice to the Personal Representative: The personal representative (the executor or administrator of the estate) must be notified and given the opportunity to appear in court. 3. Obtain Letters of Administration: These are documents that authorize the personal representative to act on behalf of the estate. 4. File an Affidavit of Service: This is a document that confirms that the required notices have been given. 5. File an Inventory of the Estate: This is a list of all assets of the estate. 6. File an Accounting of the Estate: This is a record of all transactions related to the estate. 7. File a Tax Waiver: This is a document that confirms that all taxes have been paid. 8. File a Final Accounting and Petition for Distribution: This is a document that includes all expenses and distributions of the estate. 9. Obtain a Certificate of Discharge: This is a document that confirms that all debts have been paid. 10. File a Final Decree of Distribution: This is a document that confirms that the final distribution of the estate has been completed. There are two types of New York Ancillary Probate Proceeding Checklists: the standard checklist and the simplified checklist. The standard checklist is used when there are multiple assets or complex transactions associated with the estate. The simplified checklist is used when there are few assets and simple transactions.