General information about Summary Administration Package for Small Estates
This form package is designed for the summary administration of small estates in Florida, specifically for estates valued at $75,000 or less. It streamlines the probate process for individuals who need to settle the affairs of a deceased person without undergoing a formal administration process. This package includes necessary documents to facilitate the distribution of assets and address any outstanding debts of the decedent.
Circumstances that call for this form
This form is typically used in the following situations:
- The total value of the estate is $75,000 or less, excluding exempt property.
- The decedent has been deceased for more than two years without prior administration.
- The decedent's debts have been settled, or there are no known creditors.
Who benefits from using Summary Administration Package for Small Estates
This form is intended for:
- Personal representatives or heirs of a decedent who have passed away.
- Individuals managing the estate of a deceased person with limited assets.
- Beneficiaries seeking to claim their share of a small estate.
What the form includes
The Summary Administration Package includes several important sections, such as:
- Petition for Summary Administration: A formal request to the court to initiate the summary administration process.
- Order of Summary Administration: A court order that grants permission to distribute the estate's assets.
- Notice to Creditors: A notice informing creditors of the estate's administration and their rights to file claims.
- Verification: A section for the petitioner and other interested parties to confirm the accuracy of the information provided.
Instructions for Summary Administration Package for Small Estates
Follow these steps to fill out the form:
- Identify the decedent: Provide the full name, address, and date of death of the deceased person.
- Determine eligibility: Confirm that the estate meets the criteria for summary administration, including asset value and time since death.
- List estate assets: Document all assets and their estimated values in the provided sections.
- Detail debts and expenses: Include any funeral, medical, or other expenses incurred by the decedent.
- Complete the petition: Fill out the petition form accurately, ensuring all required information is included.
- File with the court: Submit the completed forms to the Clerk of the Circuit Court along with any necessary fees.
Where this form is valid and how
This form is tailored for use in Florida and complies with state statutes regarding summary administration. It includes specific provisions that reflect Florida's probate laws, such as asset valuation limits and the requirements for filing a petition in the appropriate circuit court.
Complete this form from anywhere
Accessing the Summary Administration Package online offers several advantages:
- Convenience: Download and complete the forms from home at your own pace.
- Editability: Fill out the forms digitally, making it easier to correct mistakes or update information.
- Legal reliability: Ensure you are using the most current version of the form, drafted by licensed attorneys.
