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LexisNexis® Automated New York State Bar Association's Surrogate's Forms

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New York State Bar Association Members are entitled to Special Pricing. Call 800-223-1940 for details.

With forms for all 62 counties, the documents contained in this program are developed jointly with NYSBA and the New York county clerks.

Designed to bring efficiency and accuracy to your forms completion, this program will enable you to:

•  Eliminate repetitive typing and duplicative proofreading—enter case specific information once and it is automatically placed in all relevant documents prepared for your client's case.

•  Customize the system to your specifications—select names, addresses, and phone numbers for attorneys and courts from lists you can prepare and edit.

•  Access statutory material directly from the form, which allows you to check statues or conduct research without having to consult other sources.

The comprehensive collection includes: Administration and Probate Forms; Ancillary Probate Forms; Guardianship Forms; Issuance of Death Certificates for Individuals Missing at WTC; Judicial Accounting Forms; Small Estates Forms; State Model Bar Forms; Tax Forms; Wrongful Death Forms; and more.

This publication is intended to provide authoritative information regarding the subjects covered. Efforts have been made to ensure that information is current and accurate, within the constraints of publication schedules. It is sold with the understanding that neither the publisher nor the authors and commentators are engaged in rendering legal services. If legal advice or other expert assistance is required, the services of a competent professional should be sought.

NOTE: THIS PROGRAM IS INTENDED FOR USE BY LICENSED ATTORNEYS. IT IS NOT A SUBSTITUTE FOR INDEPENDENT THINKING. YOU SHOULD FAMILIARIZE YOURSELF WITH RELEVANT STATUTES, CASE LAW, AND STANDARDS OF PRACTICE, AND THOROUGHLY REVIEW ALL GENERATED DOCUMENTS.

Table of Contents

Attorney and Court Setup

Attorney Intake

Court Intake

Court Setup (Overlay Answer File)



Client Setup

Initial Client Setup for Probate

Initial Client Setup for Probate - Printable Summary

Initial Client Setup for Administration

Initial Client Setup for Administration c.t.a. After Probate

Estate Questionnaire -- Client Checklist



Probate Forms

Probate Proceeding Checklist

Attorney's Certification in Probate Proceeding

Attorney's Certification Pursuant to 22 NYCRR 207.4(a) and (b)

Attorney Certification Pursuant to Chief Judge Rule 130-1.1-(a)

Cover Page for Probate Proceeding

Petition for Probate (P-1)

Affidavit of Attesting Witness (P-3)

Waiver of Process; Consent to Probate (P-4)

Probate Citation (P-5)

Notice of Probate (P-6)

Affidavit of Service of Citation (P-7)

Application to Dispense with Testimony of Attesting Witness (P-8)

Affidavit Proving Handwriting (P-9)

Renunciation of Nominated Executor and/or Trustee (P-10)

Renunciation of Letters of Administration c.t.a. and Waiver of Process (P-11)

Affidavit of No Debt (P-12)

Affidavit of Comparison (P-13)

Petition for Successor Letters Testamentary (SLT-1/P-14)

Renunciation of Successor Letters Testamentary and Waiver of Process (Individual) (SLT-2/P-15)

Renunciation of Successor Letters Testamentary and Waiver of Process (Corporation) (SLT-3/P-16)

Notice of Petition for Appointment of Successor Executor (SLT-4/P-17)

Successor Letters Testamentary - Citation (SLT-5/P-17)

Affidavit by Fiduciary

Affidavit of Attorney-Fiduciary (22 NYCRR § 207.52)

Affidavit of Domicile

Affidavit of Fitness to Serve as Fiduciary

Affidavit of Heirship and Family Tree

Affidavit of Mailing of Citation

Citation (Pursuant to SCPA 1411)

Citation upon Filing of Objections (Pursuant to SCPA 1411)

Decree Granting Probate

Family Tree (FT-1)

Family Tree Affidavit

List of Interested Parties

Order for Service by Mail

Order for Publication

Petition by Attorneys to Have Fee Fixed

Petition for Issuance of Letters of Trusteeship

Staples Affidavit

Waiver Cover Letter to Probate Distributees

Waiver Cover Letter to Probate Distributees (Alternate)

Waiver of Executor's Commissions

Waiver Recipients - Probate - Mailing List

Petition for Probate (P-1) (Kings County)

Probate Citation (P-5) (Kings County)

Probate Citation (P-5) (Onondaga County)

Affidavit by Fiduciary (Erie County)

Affidavit of Heirship (Kings County)

Affidavit of Property (Onondaga County)

Decree Granting Probate (Bronx County)

Decree Granting Probate (New York County)

Decree Granting Probate (Queens County)

Decree Granting Probate (Westchester County)

Decree Granting Probate to Guardian ad Litem (Bronx County)

Decree of Probate (Nassau County)

Order for Service of Citation by Publication (Kings County)

Waiver of Process; Consent to Probate (Onondaga County)

Waiver of Process; Consent to Probate; Lost Will (Nassau County)



Additional Combined Verifications (for P-1)

New Individual Combined Verification, Oath and Designation (for P-1)

Individual Combined Verification, Oath and Designation (for P-1)

New Individual Combined Verification, Oath and Designation (for P-1) (Albany County)

Individual Combined Verification, Oath and Designation (for P-1) (Albany County)

New Individual Combined Oath and Designation for Executor/Trustee Not Acting As Pet. (for P-1)

Individual Combined Oath and Designation for Executor/Trustee Not Acting As Petitioner (for P-1)

New Combined Corporate Verification, Consent and Designation (for P-1)

Combined Corporate Verification, Consent and Designation (for P-1)

Combined Oath and Designation (for P-1)

Consent, Oath and Designation of Trustee (for P-1)

Petition for Probate Signature Page



Additional Designations of Preliminary Executor (for P-2)

New Individual Oath and Designation of Preliminary Executor (for P-2)

Individual Oath and Designation of Preliminary Executor (for P-2)

Inventory of Assets (I-1)

New Consent and Designation of Corporate Preliminary Executor (for P-2)

Consent and Designation of Corporate Preliminary Executor (for P-2)

Oath and Designation of Trustee (for P-2)



Administration Forms

Administration Proceeding Checklist

Attorney's Certification in Administration Proceeding

Cover Page for Administration Proceeding

Petition for Letters of Administration (A-1)

Additional Combined Verifications (for A-1)

Administration Citation (A-2)

Notice of Application for Letters of Administration (A-3)

Affidavit of Mailing Notice of Application for Letters of Administration (A-4)

Notice to Consul General (A-5)

Decree Appointing Administrator (A-6)

Affidavit of Regularity (A-7)

Waiver of Citation, Renunciation and Consent to Appointment of Administrator (Individual) (A-8)

Waiver of Citation and Consent to Appointment of Administrator (Corporation) (A-9)

Affidavit of Service of Citation (Adult) (A-10)

Affidavit of Kinship and Family Tree

Affidavit of Party Renouncing Intestate Share

Back for Administration Proceeding

Bond Affidavit for Letters of Administration

Consent to Reduced Bond

Decree Granting Letters of Administration with Limited Authority Due to Conflict of Interest

Decree Granting Letters of Administration with Limited Authority

Decree Granting Limited Letters of Administration

Family Tree (FT-1)

Family Tree Affidavit

Informal Closing Statement

List of Interested Parties

Notice Cover Letter to Probate Distributees

Notice of Renunciation of Intestate Share

Order for Publication

Release and Discharge of Administrator of Deceased

Renunciation of Intestate Share

Waiver Cover Letter to Administration Distributees

Waiver Recipients - Administration - Mailing List

Decree Granting Letters of Administration (Bronx County)

Informal Closing Statement (Niagara County)

Informal Closing Statement (Niagara County) - Summary Account

    

Additional Combined Verifications (for A-1)

New Individual Combined Verification, Oath and Designation (for A-1)

Individual Combined Verification, Oath and Designation (for A-1)

New Corporate Verification, Consent and Designation (for A-1)

Corporate Verification, Consent and Designation (for A-1)

Petition for Letters of Administration Signature Page



Small Estates Forms

Voluntary Administration Checklist

Attorney's Certification in Settlement of Small Estate under Article 13

Affidavit in Relation to Settlement of Estate under Article 13, SCPA (SE-1A)

Amended Affidavit in Relation to Settlement of Estate under Article 13, SCPA (SE-1B)

Renunciation of Voluntary Administration (SE-1C)

Report and Account in Settlement of Estate Pursuant to Article 13, SCPA (SE-1D)

Affidavit in Relation to Settlement of Estate under Article 13, SCPA (SE-2A)

Amended Affidavit in Relation to Settlement of Estate under Article 13, SCPA (SE-2B)

Affidavit in Relation to Settlement of Estate under Article 13, SCPA (SE-3A)

Amended Affidavit in Relation to Settlement of Estate under Article 13, SCPA (SE-3B)



Guardianship Forms for SCPA 17 and SCPA 17A Filings



Guardianship of Infant

Guardianship Proceeding Checklist Person Only

Guardianship Proceeding Checklist Person and/or Property

Attorney's Certification in Article 17 Guardianship Proceeding

Guardianship Citation (G-1)

Petition for Appointment of a Guardian (Infant Only) (G-2A)

Petition for Appointment of a Guardian (Person and Property/Property Only) (G-2B)

Affidavit of Proposed Guardian (G-3)

Affidavit of Parent (G-4)

Waiver, Renunciation, and Consent (G-5)

Decree Appointing Guardian (Joint Control) (G-6A)

Decree Appointing Guardian (Bond) (G-6B)

Annual Account of Guardian (Non-Bonded) (G-7A)

Annual Account of Guardian (Bonded) (G-7B)

Petition for Withdrawal of Infant's Property for Support and Education (G-8)

Order Permitting Withdrawal of Infant's Property for Support and Education (G-9)

Petition to Close Guardianship Account (Former Infant) (G-10A)

Petition to Close Guardianship Account (Guardian) (G-10B)

Release Settling Accounts (G-11)

Decree Closing Guardianship Account (Infant) (G-12A)

Decree Closing Guardianship Account (Guardian) (G-12B)



Standby Guardianship of Infant

Standby Guardianship Proceeding Checklist Person and/or Property

Attorney's Certification in Standby Guardianship Proceeding

Petition for Standby Guardianship (SG-1)

Physician's Opinion of Progressively Chronic or Fatal Illness (SG-2)

Waiver of Citation, Renunciation and Consent to Appointment of Standby Guardian (SG-3)

Citation (SG-4)

Affidavit and Consent of Proposed Standby Guardian Pursuant to SCPA 1726(3) (SG-5)

Consent of Petitioner for Standby Guardian (SG-6)

Consent of Infant Over 14 (SG-7)

Decree Appointing Standby Guardian (SG-8)

Confirmation Affidavit of Standby Guardian (SG-9)

      

Guardianship of Mentally and Developmentally Disabled Person (17-A)

17-A Guardianship Proceeding Checklist of Mentally Retarded/Developmentally Disabled Person

Attorney's Certification in Article 17-A Guardianship Proceeding

Petition for Appointment of Guardian (SCPA Article 17-A) (GMD-1)

Affidavit of Proposed Guardian (GMD-1A)

Affidavit (Certification) of Examining Physician or Licensed Psychologist (GMD-2A)

Affirmation (Certification) of Examining Physician (GMD-2B)

Waiver of Process, Renunciation and Consent to Appointment of Guardian (GMD-3)

Consent, Oath and Designation (GMD-4)

Decree Appointing Guardian (GMD-5)

Decree Appointing Limited Guardian of Property (GMD-6)

17-A Guardianship Citation (GMD-7)

17-A Guardianship Citation (GMD-7) (1-page version)

Notice of Petition Pursuant to SCPA 1753(2) (GMD-8)

Back - Notice of Settlement Appointing Co-Guardians of the Person



Standby Guardianship of Mentally and Developmentally Disabled Person

17-A Guardianship Proceeding Checklist Appointment/Confirmation of Standby Guardian

Attorney's Certification in Article 17-A Standby Guardianship Proceeding

Petition for Appointment/Confirmation of Standby Guardian (CSMD-1)

Waiver of Process Renunciation and Consent to Appointment of a Standby Guardian (CSMD-2)

Notice of Petition (CSMD-3)

17-A Guardianship Citation (CSMD-4)

Affidavit of Proposed Guardian (CSMD-5)

Consent, Oath and Designation (CSMD-6)



Guardians ad Litem

Consent of Guardian ad Litem

Consent to Act as Guardian ad Litem

Order Appointing the Guardian ad Litem

Order Appointing Guardian ad Litem

Report and Recommendation of Guardian ad Litem



Custodians

Petition Requesting Appointment of Successor Custodian

      

Judicial Accounting Forms

Compulsory Accounting and Related Relief Proceeding Checklist

Informal Accounting with/without Decree Proceeding Checklist

Judicial Settlement of Account Proceeding Checklist

Petition for Judicial Settlement of Account (JA-1)

Receipt and Release (JA-2)

Waiver of Citation and Consent in Accounting (JA-3)

Trust Accounting with Instructions (JA-4)

Final/Intermediate Decree of Settlement for Executor with Interest/Trustee (JA-5)

Accounting Citation (JA-6)

Non-Trust Accounting with Instructions (JA-7)

Non-Trust Decree of Judicial Settlement (JA-8)

Compulsory Accounting Citation (JA-9)

Petition for a Compulsory Accounting and Related Relief (SCPA 2205) (JA-10)

Affidavit of Service (Infant under 14 Years) (JA-11)

Affidavit Supplementing Account on Petition for Judicial Settlement of Account of Executor

Affirmation re: Fees for Legal Services

Consent to Advance Payment of Commissions

Inventory of Assets (I-1) Schedules

Firearms Inventory (I-2)

Objections to Accounting by Trustee

Order for a Compulsory Accounting

Order for Advance Payment of Commissions/Fees

Order for Judicial Settlement

Petition for Advance Payment of Commissions/Fees

Receipt, Release and Refunding Agreement

Release, Discharge and Approval of Accounts of Executor



Ancillary Probate Forms

Ancillary Probate Proceeding Checklist

Attorney's Certification in Ancillary Probate Proceeding

Petition for Ancillary Probate (AP-1)

Ancillary Probate Citation (AP-2)

Notice of Ancillary Probate (AP-3)

Decree Granting Ancillary Letters Testamentary (Bronx County)

Decree Granting Ancillary Probate

Waiver and Consent for Ancillary Probate Proceeding

    

Additional Combined Verifications (for AP-1)

New Individual Combined Verification, Oath and Designation (for AP-1)

Individual Combined Verification, Oath and Designation (for AP-1)

New Combined Corporate Verification, Consent and Designation (for AP-1)

Combined Corporate Verification, Consent and Designation (for AP-1)



Ancillary Administration Forms

Ancillary Administration Proceeding Checklist

Attorney's Certification in Ancillary Administration Proceeding

Petition for Ancillary Letters of Administration (AA-1)

Ancillary Administration Citation (AA-2)

Notice of Application for Ancillary Letters of Administration (AA-3)

Affidavit Concerning Deliverability of Process Served by Mail

Decree Granting Ancillary Letters of Administration (Bronx County)

Decree Granting Ancillary Letters Testamentary

    

Additional Combined Verifications (for AA-1)

New Individual Combined Verification, Oath and Designation (for AA-1)

Individual Combined Verification, Oath and Designation (for AA-1)

New Combined Corporate Verification, Consent and Designation (for AA-1)

Combined Corporate Verification, Consent and Designation (for AA-1)

Petition for Ancillary Letters of Administration Signature Page



Administration c.t.a. After Probate Forms

Administration c.t.a. (after Probate) Proceeding Checklist

Attorney's Certification in Letters of Administration c.t.a. Proceeding

Petition for Letters of Administration c.t.a. After Probate (CTA-1)

Citation (CTA-2)

Renunciation of Letters of Administration c.t.a. and Waiver of Process (CTA-3)

Affidavit of No Debt (P-12)

Decree Granting Letters of Administration c.t.a.

    

Additional Combined Verifications (for CTA-1)

New Individual Combined Verification, Oath and Designation (for CTA-1)

Individual Combined Verification, Oath and Designation (for CTA-1)

New Corporate Verification, Consent and Designation (for CTA-1)

Corporate Verification, Consent and Designation (for CTA-1)

Petition for Letters of Administration c.t.a. Signature Page



Administration d.b.n. Forms

Administration d.b.n. Proceeding Checklist

Attorney's Certification in Administration d.b.n. Proceeding

Petition for Letters of Administration d.b.n. (ADM/DBN-1)

Additional Combined Verifications (for ADM/DBN-1)

Administration d.b.n. Citation (ADM/DBN-2)

Waiver, Renunciation and Consent to Administration d.b.n. (ADM/DBN-3)

Consent to Appointment of Administrator d.b.n. (Corp.) (ADM/DBN-4)

Notice of Application for Letters of Administration d.b.n. (ADM/DBN-5)

Affidavit of Mailing Notice of Application for Letters of Administration d.b.n. (ADM/DBN-6)

Notice to the Consul General (ADM/DBN-7)

Affidavit of Service of Citation (Adult) (ADM/DBN-8)

Decree of Administration d.b.n.

    

Additional Combined Verifications (for ADM/DBN-1)

New Individual Combined Verification, Oath and Designation (for ADM/DBN-1)

Individual Combined Verification, Oath and Designation (for ADM/DBN-1)

New Combined Corporate Verification, Consent and Designation (for ADM/DBN-1)

Combined Corporate Verification, Consent and Designation (for ADM/DBN-1)



Successor Letters Testamentary Forms

Petition for Successor Letters Testamentary (SLT-1/P-14)

Renunciation of Successor Letters Testamentary and Waiver of Process (Individual) (SLT-2/P-15)

Renunciation of Successor Letters Testamentary and Waiver of Process (Corporation) (SLT-3/P-16)

Notice of Petition for Appointment of Successor Executor (SLT-4/P-17)

Successor Letters Testamentary - Citation (SLT-5/P-17)



Wrongful Death Forms

Wrongful Death Compromise Settlement Proceeding Checklist

Wrongful Death Citation (WD-1)

Wrongful Death Petition (WD-2)

Account (WD-3)

Attorney's Affidavit (WD-4)

Waiver and Consent for Insurance Company (WD-5)

Waiver and Consent for Individual (WD-6)

Decree (WD-7)

Compromise and Account Checklist -- Queens County Surrogate's Court

Compromise Checklist -- Queens County Surrogate's Court



Adoption Forms

Agency Adoption Proceeding Checklist

Private Placement Adoption Proceeding Checklist

Petition for Adoption (Agency) (1-A)

Verified Schedule (Agency) (1-B)

Petition for Adoption (Private Placement) (1-C)

Affidavit (Change of Circumstance since Certification) (Private Placement) (1-Ca)

Child's Medical History (Adoption) (1-D)

Affirmation Regarding Venue (1-E)

Determination of Family Court Judge Regarding Venue (1-F)

Order Regarding Venue (1-G)

Agreement of Adoption and Consent (Agency) (2-A)

Agreement of Adoption (Private-Placement) (2-B)

Consent of Child Over 14 (Agency) (2-C)

Consent of Child Over 14 (Private Placement) (2-D)

Affidavit and Consent of Custodian (Other Than Birth or Legal Parent--Private Placement) (2-E)

Judicial Consent (Birth or Legal Parent--Private Placement) (2-F)

Judicial Consent of Birth or Legal Parent to Adoption by Step-Parent (2-Fa)

Extrajudicial Consent (Birth or Legal Parent--Private Placement) (2-G)

Extrajudicial Consent (Birth or Legal Parent--Private Placement Step-Parent) (2-Ga)

Order Directing Service of Notice (3)

Notice of Proposed Adoption (4)

Order of Publication (Agency) (5)

Order for Investigation (6)

Report of Investigation (Private Placement) (7)

Affidavit Identifying Party (Agency) (8-A)

Affidavit Identifying Party (8-B)

Affidavit of Financial Disclosure - Parents (Agency) (9-A)

Affidavit of Financial Disclosure - Parents (Private-Placement) (9-B)

Supplemental Affidavit (Agency) (10-A)

Supplemental Affidavit (Private-Placement) (10-B)

Affidavit Regarding Status of Appeal (10-C)

Order to Show Cause (Removal of Child from Adoptive Home) (11)

Order Removing Child from Adoptive Home (12)

Order of Adoption (Agency) (13-A)

Order of Adoption (Private-Placement) (13-B)

Certificate of Adoption (14)

Order of Incorporation of Post-Adoption Contact Agreement (Agency Adoption) (14-A)

Application for Certified Copy of Adoption Order (Before Sealing of Records) (15-A)

Order for Certified Copy of Adoption Order (Before Sealing of Records) (15-B)

Application for Certified Copy of Adoption Order (After Sealing of Records) (16-A)

Order for Certified Copy of Adoption Order (After Sealing of Records) (16-B)

Petition for Enforcement of Post-Adoption Contact Agreement (After Adoption Finalization) (17)

Order Determining Petition for Enforcement of Post-adoption Contact Agreement (18)

Petition for Temporary Guardianship (21-A)

Order for Temporary Guardianship (21-B)

Notice of Petition for Temporary Guardianship (21-C)

Notice of Denial of Withdrawal of Application for Removal of Child (21-D)

Affidavit of Change of Circumstance since Certification as Qualified Adoptive Parent (21-E)

Petition (Certification as a Qualified Adoptive Parent) (Private-Placement) (22)

Affidavit and Report of Disinterested Person Regarding Cert. as Qualified Adoptive Parent (23)

Order (Certification as a Qualified Adoptive Parent) (24)

Order for Conditional Certification as Qualified Adoptive Parent (25)

Petition for Extension of Expired Certification (Private Placement Adoption) (26)

Affidavit and Report (Disinterested Person - Extension of Expired Certification) (26-A)

Petition for Access to Sealed Adoption Records (27-A)

Notice of Petition for Access to Sealed Adoption Records (27-B)

Affidavit of Service of Petition for Access to Sealed Adoption Records (27-C)

Waiver of Notice of Petition for Access to Sealed Adoption Records (27-D)

Order on Petition for Access to Sealed Adoption Records (27-E)

Petition for Registration of Foreign Adoption Order (28)

Order of Foreign Adoption and Name Change) (28-A)

Order for Child Protective Inquiry

Report of Adoption (DOH-1928)

Adoption Information Registry Birth Parent Registration Form (DOH-4455)

NYS OCFS Request/Response for Name of Father of Child Born Out of Wedlock (LDSS-2725)

NYS Unified Court System Attorney's Affidavit (Agency and Private Placement Adoptions) (UCS-836)



Tax Forms



Internal Revenue Service Forms

Notice Concerning Fiduciary Relationship (56)

United States Estate (and Generation-Skipping Transfer) Tax Return (706)

United States Additional Estate Tax Return (706-A)

Certificate of Payment of Foreign Death Tax (706-CE)

Generation-Skipping Transfer Tax Return for Distributions (706-GS(D))

Notification of Distribution from a Generation-Skipping Trust (706-GS(D-1))

Generation-Skipping Transfer Tax Return for Terminations (706-GS(T))

United States Estate (and Generation-Skipping Transfer) Tax Return (706-NA)

United States Estate Tax Returns for Qualified Domestic Trusts (706-QDT)

United States Gift (and Generation-Skipping Transfer) Tax Return (709)

Life Insurance Statement (712)

United States Income Tax Return for Estates and Trusts (1041)

United States Information Return Trust Accumulation of Charitable Amounts (1041-A)

Capital Gains and Losses (1041 Schedule D)

Estimated Income Tax for Estates and Trusts (1041-ES)

Alternative Minimum Tax - Estates and Trusts (ATM) (1041 Schedule I)

Accumulation Distribution for Certain Complex Trusts (1041 Schedule J)

Beneficiary's Share of Income, Deductions, Credits, etc. (1041 Schedule K-1)

United States Income Tax Return for Qualified Funeral Trusts (1041-QFT)

Allocation of Estimated Tax Payments to Beneficiaries (1041-T)

Payment Voucher (1041-V)

Power of Attorney and Declaration of Representative (2848)

Declarations - Executor's Commissioner's and Attorney's Fees (4421)

Application for Certificate Discharging Property Subject to Estate Tax Lien (4422)

Request for Copy of Tax Return (4506)

Request for Transcript of Tax Return (4506-T)

Application for Extension of Time to File a Return and/or Pay U.S. Estate Taxes (4768)

Application for Automatic Extension of Time To File Certain Business Income Tax Returns (7004)

Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent (8332)

Tax Information Authorization (8821)

Entity Classification Election (8832)

Sales and Other Dispositions of Capital Assets (8949)

Application for Employer Identification Number (SS-4)

Application for IRS Individual Taxpayer Identification Number (W-7)

Application for Taxpayer Identification Number for Pending U.S. Adoptions (W-7A)

Solicitud de Número de Identificación (W-7(SP))

Request for Taxpayer Identification Number and Certification (W-9)

IRS Paid Preparer Tax Identification Number (PTIN) Application and Renewal (W-12)



New York State Department of Taxation and Finance Forms

Estate Tax Power of Attorney (ET-14)
Stipulation Reserving Domicile (ET-20)
Application for Estate Tax Waivers/Releases of Estate Tax Lien (ET-30)
New York State Estate Tax Certification (ET-85)
New York State Estate Tax Return (ET-90)
Estate Tax Waiver Notice (ET-99)
Release of Lien of Estate Tax (ET-117)
Tentative Payment of Estate Tax (ET-130)
Application for Extension of Time to File and/or Pay Estate Tax (ET-133)
New York State Estate Tax Domicile Affidavit (ET-141)
Computation of Credit for Estate Tax on Prior Transfers (ET-190)
Computation of Estate Tax Credit for Agricultural Exemption (ET-411)
New York State Estate Tax Return (ET-706)
Authorization for Release of Photocopies of Tax Returns and/or Tax Information (DTF-505)
Fiduciary Income Tax Return (IT-205)
Fiduciary Allocation (IT-205-A)
New York State Resident Trust Nontaxable Certification (IT-205-C)
New York State Accumulation Distribution for Exempt Resident Trusts (IT-205-J) (2015)
Allocation of Estimated Tax Payments to Beneficiaries (IT-205-T)
Payment Voucher for Fiduciary Income Tax Returns (IT-205-V)
Power of Attorney (POA-1)
Bill of Costs--Taxation of Costs (SCPA)
Bill of Costs--Taxation of Costs (CPLR)


New York State Office of Children and Family Services Forms

Request for Information Guardianship Form (OCFS-3909)

Request for Information Regarding Private Adoption (OCFS-3937)

Order of Adoption Family Court/Surrogate Court Request Form (OCFS-4156)



New York State Office of Court Administration Forms

Statement of Approval of Compensation (UCS-875)

Report of Compensation Received by Law Firms for Appointments Pursuant to Part 36 (UCS-876)



Privately Paid Law Guardians

Order Appointing Law Guardian (UCS-880)

Affirmation of Services for Privately Paid Law Guardians (UCS-881)

Order Approving Law Guardian Compensation (UCS-882)



New York State Bar Association Model Forms



Compel Production of Will

Order to Compel Production of Will

Petition to Compel Production of Will



Contempt

Order to Show Cause for Contempt of Court

Petition for Enforcement of Order Pursuant to SCPA § 606



Discharge of Legal Representative

Decree Discharging Legal Representative

Petition for Discharge of Legal Representative



Disclaimer

Affidavit in Support of Renunciation and Disclaimer

Affirmation/Affidavit of Service

Renunciation and Disclaimer of Interests in Estate



Examine Tax Return

Order to Examine Tax Return

Petition to Examine Tax Return



Judicial Settlement
Affidavit of Compliance with Judicial Settlement Decree

Affirmation of Compliance with Decree and Request for Order and Discharge

Order for a Compulsory Accounting

Order for Judicial Settlement



Open Safe Deposit Box

Order to Examine Safe Deposit Box (SD BOX-2)

Order to Open Safe Deposit Box

Order to Open Safe Deposit Box (Queens County)

Petition to Examine Safe Deposit Box (Queens County)

Petition to Open Safe Deposit Box

Petition to Search Safe Deposit Box (SD BOX-1)



Preliminary Letters Testamentary

Application for Extension of Preliminary Letters Testamentary - Schedule

Application for Extension of Preliminary Letters Testamentary (Nassau County)

Order Extending Preliminary Letters Testamentary

Order Extending Preliminary Letters Testamentary (Nassau County)

Order for Preliminary Letters Testamentary



Search Premises

Order to Search Premises

Petition to Search Premises



Service of Process

Affidavit of Service of Citation by Mail

Affirmation and Application for Substituted Service

Application and Affidavit for Service of Process by Publication

Order for Substituted Service

Order of Service

Petition for Substituted Service of Citation



Successor Executor/Administrator

Order Appointing Successor Executor/Administrator

Petition for Successor Letters Testamentary/Letters of Administration

Waiver and Consent to Petition for Successor Letters Testamentary/Administration



Waiver

Waiver Cover Letter to Probate Distributees

Waiver Cover Letter to Probate Distributees (Alternate)

Waiver Recipients - Probate - Mailing List

Waiver Cover Letter to Administration Distributees

Waiver Recipients - Administration - Mailing List



Miscellaneous Forms

Acknowledgment by a Person Within/Outside New York State (RPL § 309-a)

Acknowledgment of Disclosure (Attorney-Executor)

Affidavit to Dispense with Filing of a Bond

Affidavit to Dispense with Filing of a Bond (New York County)

Attorney-Fiduciary Checklist

Authorization of Appearance

Back

Consent to Change Attorney

Decree for Preliminary Letters Testamentary

Decree Granting Probate

Kinship Affidavit

Notice of Appearance

Notice of Election by Surviving Spouse

Order for Publication

Petition for Preliminary Letters Testamentary

Petition to Turn Over Property Withheld and Belonging to Decedent (SCPA 2103)

Proof of Will

Report of Estate Not Fully Distributed (22 NYCRR 207.42)

Report Pursuant to 22 NYCRR 207.42

Staples Affidavit

Statement Pursuant to 22 NYCRR 207.16(e)

Verified Claim

Verified Claim (Graphical Version)



Power of Attorney

Durable General Power of Attorney (Statutory Short Form)



Health Care Proxy

Health Care Proxy (DOH-1430)



NYS Courts Electronic Filing (NYSCEF) Forms


Notice Regarding Availability of Electronic Filing (SC-1)

Request For Surrogate's Court Action (SC-2)

Notice of Intent to Cease E-Filing (SC-3)

Notice Regarding Sealing of Document in E-Filed Proceeding (SC-4)

Statement of Authorization for Electronic Filing - Single Attorney (Individual) (SC-5)

Statement of Authorization for Electronic Filing - Single Attorney (Entity) (SC-6)

Statement of Authorization for Electronic Filing - Managing Attorney (Individual) (SC-7)

Statement of Authorization for Electronic Filing - Managing Attorney (Entity) (SC-8)

Revocation of Authorization for Electronic Filing - Single Attorney (SC-9)

Revocation of Authorization for Electronic Filing - Managing Attorney (SC-10)

Notice of Hard Copy Submission - E-Filed Proceeding (SC-11)

Notice of Hard Copy Exhibit Filing (SC-12)

Notice of Commencement of Proceeding Subject to Mandatory Electronic Filing (SCM-1)

Notice of Opt-Out from Participation in Proceeding Subject to Electronic Filing (SCM-2)

Notice of Hard Copy Submission - E-Filed Proceeding (SCM-3)

Notice of Hard Copy Exhibit Filing (SCM-4)

Notice of Intent to Cease E-Filing (SCM-5)



Issuance of Death Certificates for Individuals Missing at World Trade Center

Affidavit by Employer for Issuance of Death Certificate

Affidavit by Government Official Concerning Government Employees Involved in Rescue Efforts

Affidavit by Person with Personal Knowledge for Issuance of Death Certificate

Affidavit by Representative of the Airline

Affidavit in Support of Judicial Declaration of Death

Affidavit in Support of Petition for Letters of Temporary Administration and Letters of Admin

Procedure for Issuance of Death Certificates for Individuals Currently Missing at the WTC