SURROGATE'S COURT OF THE STATE OF NEW YORK
COUNTY OF [________________________________]
IN THE MATTER OF THE APPLICATION FOR
LETTERS OF ADMINISTRATION IN THE ESTATE OF
[________________________________], Deceased.
File No.: [________________________________]
PETITION FOR LETTERS OF ADMINISTRATION
(SCPA §§ 1001–1005; EPTL § 4-1.1)
TABLE OF CONTENTS
- Jurisdictional Statement
- Decedent Information
- Petitioner Information and Priority
- Distributees and Interested Persons
- Estate Assets
- Request for Appointment
- Bond
- Prayer for Relief
- Verification
- Execution
1. JURISDICTIONAL STATEMENT
Your Petitioner respectfully shows to this Court that jurisdiction is proper in [________________________________] County, New York, because the decedent was domiciled in this county at the time of death. This Court has subject matter jurisdiction pursuant to SCPA § 201.
2. DECEDENT INFORMATION
| Field | Details |
|---|---|
| Full Legal Name | [________________________________] |
| Also Known As | [________________________________] |
| Date of Birth | [__/__/____] |
| Date of Death | [__/__/____] |
| Age at Death | [____] |
| Last Domicile Address | [________________________________] |
| County of Domicile | [________________________________] |
| State | New York |
| Social Security No. (last 4) | XXX-XX-[____] |
| Citizenship | [________________________________] |
The decedent died intestate, leaving no valid Last Will and Testament. After diligent search and inquiry, Petitioner has been unable to locate any will of the decedent.
☐ The decedent was a resident of New York State at death.
☐ The decedent was a non-domiciliary who owned property in New York.
3. PETITIONER INFORMATION AND PRIORITY
| Field | Details |
|---|---|
| Full Legal Name | [________________________________] |
| Relationship to Decedent | [________________________________] |
| Address | [________________________________] |
| City, State, ZIP | [________________________________] |
| Telephone | [________________________________] |
| [________________________________] | |
| U.S. Citizen or Resident | ☐ Yes ☐ No |
Petitioner has priority for appointment pursuant to SCPA § 1001:
☐ Surviving spouse of the decedent
☐ Child or children of the decedent
☐ Grandchild or grandchildren of the decedent
☐ Parent of the decedent
☐ Sibling of the decedent
☐ Other distributee of the decedent
☐ Nominee of a person entitled to letters
4. DISTRIBUTEES AND INTERESTED PERSONS
The following are ALL distributees of the decedent as determined under EPTL § 4-1.1:
| Name | Relationship | Address | Age (if minor) | Citizen/Resident |
|---|---|---|---|---|
| [________________________________] | [________________] | [________________________________] | [____] | ☐ Yes ☐ No |
| [________________________________] | [________________] | [________________________________] | [____] | ☐ Yes ☐ No |
| [________________________________] | [________________] | [________________________________] | [____] | ☐ Yes ☐ No |
| [________________________________] | [________________] | [________________________________] | [____] | ☐ Yes ☐ No |
Renunciations and Consents:
☐ Renunciation(s) and/or consent(s) of persons with equal or higher priority are attached.
☐ No renunciations required (Petitioner has highest priority).
5. ESTATE ASSETS
| Asset Category | Estimated Value |
|---|---|
| Real Property in New York | $ [________________________________] |
| Real Property Outside New York | $ [________________________________] |
| Personal Property | $ [________________________________] |
| Financial Accounts | $ [________________________________] |
| Other Assets | $ [________________________________] |
| Total Estimated Gross Value | $ [________________________________] |
| Less Known Debts and Liabilities | $ [________________________________] |
| Estimated Net Value | $ [________________________________] |
6. REQUEST FOR APPOINTMENT
Petitioner requests that this Court issue Letters of Administration appointing Petitioner as Administrator of the estate with full authority to collect assets, pay debts, and distribute the estate pursuant to EPTL § 4-1.1.
Petitioner further represents:
☐ Petitioner is at least eighteen (18) years of age.
☐ Petitioner is a citizen or lawful resident of the United States.
☐ Petitioner has not been convicted of a felony.
☐ Petitioner is not otherwise disqualified under SCPA § 707.
7. BOND
Pursuant to SCPA § 801:
☐ Petitioner requests bond be fixed by the Court.
☐ Petitioner requests bond be waived upon consent of all distributees.
☐ Petitioner is willing to furnish bond in the amount of $ [________________________________].
8. PRAYER FOR RELIEF
WHEREFORE, your Petitioner respectfully prays:
(a) That this Court issue a decree granting Letters of Administration to the Petitioner;
(b) That citation issue to all necessary parties as required by SCPA § 1005;
(c) That bond be fixed or waived as requested;
(d) That Petitioner be authorized to administer the estate in accordance with New York law; and
(e) For such other and further relief as the Court deems just and proper.
9. VERIFICATION
STATE OF NEW YORK
COUNTY OF [________________________________]
I, [________________________________], being duly sworn, depose and say that I am the Petitioner in this proceeding; that I have read the foregoing petition and know the contents thereof; and the same is true to my own knowledge except as to those matters therein stated to be alleged on information and belief, and as to those matters I believe them to be true.
Petitioner Signature: _______________________________________________
Printed Name: [________________________________]
Date: [__/__/____]
Sworn to before me this [____] day of [________________], [________].
Notary Public: _______________________________________________
My Commission Expires: [__/__/____]
[SEAL]
10. EXECUTION
Attorney for Petitioner (if applicable):
| Field | Details |
|---|---|
| Name | [________________________________] |
| N.Y. Registration No. | [________________________________] |
| Firm | [________________________________] |
| Address | [________________________________] |
| Telephone | [________________________________] |
| [________________________________] |
Signature: _______________________________________________
Date: [__/__/____]
DESIGNATION OF CLERK FOR SERVICE OF PROCESS
Pursuant to SCPA § 307, Petitioner designates the Clerk of the Surrogate's Court of [________________________________] County to receive service of process on behalf of Petitioner in the event Petitioner cannot be served within the State of New York.
Petitioner Signature: _______________________________________________
Date: [__/__/____]
This template is provided for informational purposes only. Consult a New York-licensed attorney before filing.
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