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

Developed in collaboration with the New York State Bar Association
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Publisher: LexisNexis
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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
Admission of Service (Broome County)
Affidavit for Service of Process (Broome County)
Affidavit for Service of Process (Cortland County)
Affidavit for Service of Process by Mail SCPA 307(2) (Broome County)
Affidavit for Service of Process by Mail SCPA 307(2) (Cortland County)
Affidavit of Attesting Witness (P-3)
Affidavit of Attorney in Fact Pursuant to Rule 207.48(a)(2) (Broome County)
Affidavit of Attorney in Fact Pursuant to Rule 207.48(a)(2) (Cortland County)
Affidavit of Comparison (P-13)
Affidavit of Domicile
Affidavit of Domicile (Persons Residing in a Nursing Home) (Cortland County)
Affidavit of Fitness to Serve as Fiduciary
Affidavit of Heirship (Kings County)
Affidavit of Heirship and Family Tree
Affidavit of Mailing of Citation
Affidavit of No Debt (P-12)
Affidavit of Property (Onondaga County)
Affidavit of Service of Citation (P-7)
Affidavit of Service of Probate Citation (Jefferson County)
Affidavit of Sole Heirship (Broome County)
Affidavit Proving Handwriting (P-9)
Affidavit to Reopen Informally Closed Estates (Cortland County)
Affidavit Under Rule 207.17 of Uniform Rules (Otsego County)
Affirmation by Attorney (Informal Closing) (Cortland County)
Affirmation of Services (Guardian Ad Litem) (Broome County)
Application for Preliminary Letters Testamentary (P-2)
Application to Dispense with Testimony of Attesting Witness (P-8)
Attorney Certification Pursuant to Chief Judge Rule 130-1.1-(a) (Suffolk County)
Attorney's Certification Pursuant to 22 NYCRR 207.4(a) and (b)
Certification 22 NYCRR 130-1.1(a) (Otsego County)
Certification Pursuant to 22 NYCRR §130-1.1-a(b) (Jefferson County)
Citation (Pursuant to SCPA 1411)
Citation Objections to Probate (Rensselaer County)
Citation to Show Cause (Original) (Rensselaer County)
Citation upon Filing of Objections (Pursuant to SCPA 1411)
Claim Against Estate/Affidavit Supporting Claim (Rensselaer County)
Consent to Reduce Bond (Broome County)
Consent to Reduce Bond (Cortland County)
Cover Page for Probate Proceeding
Decree Granting Probate
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)
Family Tree (FT-1)
Family Tree Affidavit
Guardian Ad Litem Report (Broome County)
List of Interested Parties
Notice of Appearance (Broome County)
Notice of Appearance (Cortland County)
Notice of Petition for Appointment of Successor Executor (SLT-4/P-17)
Notice of Probate (P-6)
Notice of Probate (P-6) (Jefferson County)
Notice Regarding Availability of Electronic Filing (Cortland County)
Order for Publication (General Form)
Order for Publication and Service (Rensselaer County)
Order for Service by Mail
Order for Service of Citation by Publication (Kings County)
Petition by Attorneys to Have Fee Fixed
Petition for Appointment of Trustee(s) (Rensselaer County)
Petition for Issuance of Letters of Trusteeship
Petition for Issuance of Letters of Trusteeship (Orange County)
Petition for Probate (P-1)
Petition for Probate (P-1) (Jefferson County)
Petition for Probate (P-1) (Kings County)
Petition for Successor Letters Testamentary (SLT-1/P-14)
Petition to Compel Production of Will (Rensselaer County)
Probate and Administration CTA Proceeding Checklist (Otsego County)
Probate Citation (P-5)
Probate Citation (P-5) (Jefferson County)
Probate Citation (P-5) (Kings County)
Probate Citation (P-5) (Onondaga County)
Probate Filing Checklist (Jefferson County)
Probate Proceeding Checklist
Probate Proceeding Checklist (Otsego County)
Proof of Handwriting (Jefferson County)
Renunciation of Letters of Administration c.t.a. and Waiver of Process (P-11)
Renunciation of Nominated Executor and/or Trustee (P-10)
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)
Renunciation/Waiver and Consent to Probate (Jefferson County)
Request for a Transcript of a Proceeding (Cortland County)
Request for Access to Confidential Records (Cortland County)
Request for Preliminary Letters Testamentary (Jefferson County)
Staples Affidavit
Statement of Computation of Filing Fee SCPA 2402(1)(2) (Rensselaer County)
Successor Letters Testamentary - Citation (SLT-5/P-17)
Suggestions for Conducting a Diligent Search (Broome County)
Supplemental Citation Request (Broome County)
Supplemental Needs Trust (SNT) Checklist (Otsego County)
Waiver and Consent to Probate (Jefferson County)
Waiver Cover Letter to Probate Distributees
Waiver Cover Letter to Probate Distributees (Alternate)
Waiver of Executor's Commissions
Waiver of Process; Consent to Probate (P-4)
Waiver of Process; Consent to Probate (P-4) (Onondaga County)
Waiver of Process; Consent to Probate; Lost Will (P-4) (Nassau County)
Waiver Recipients - Probate - Mailing List


Combined Verification, Oath, Consent and/or Designations (for P-1)
Petition for Probate Signature Page
Old Individual Combined Verification, Oath and Designation (for P-1)
New Individual Combined Verification, Oath and Designation (for P-1)
Old Individual Combined Verification, Oath and Designation (for P-1) (Albany County)
New Individual Combined Verification, Oath and Designation (for P-1) (Albany County)
Old Individual Combined Oath and Designation for Executor/Trustee Not Acting As Pet. (for P-1)
New Individual Combined Oath and Designation for Executor/Trustee Not Acting As Pet. (for P-1)
Combined Oath and Designation (for P-1)
Consent, Oath and Designation of Trustee (for P-1)
Old Combined Corporate Verification, Consent and Designation (for P-1)
New Combined Corporate Verification, Consent and Designation (for P-1)


Oath or Consent and Designation of Preliminary Executor (for P-2)
Oath and Designation of Trustee (for P-2)
Old Individual Oath and Designation of Preliminary Executor (for P-2)
New Individual Oath and Designation of Preliminary Executor (for P-2)
Old Consent and Designation of Corporate Preliminary Executor (for P-2)
New Consent and Designation of Corporate Preliminary Executor (for P-2)


Administration Forms
Administration Citation (A-2)
Administration Citation (A-2) (Jefferson County)
Administration Proceeding Checklist
Administration Proceeding Checklist (Otsego County)
Affidavit of Domicile (Persons Residing in a Nursing Home) (Cortland County)
Affidavit of Kinship and Family Tree
Affidavit of Mailing Notice of Application for Letters of Administration (A-4)
Affidavit of Party Renouncing Intestate Share
Affidavit of Regularity (A-7)
Affidavit of Service of Administration Citation (Jefferson County)
Affidavit of Service of Citation (Adult) (A-10)
Affidavit to Reopen Informally Closed Estates (Cortland County)
Affidavit Under Rule 207.17 of Uniform Rules (Otsego County)
Application for Temporary Letters of Administration (Rensselaer County)
Assets and Debts (Broome County)
Assets and Debts (Cortland County)
Attorney's Certification in Administration Proceeding
Back for Administration Proceeding
Bond Affidavit for Letters of Administration
Consent to Reduce Bond (Broome County)
Consent to Reduce Bond (Cortland County)
Consent to Reduced Bond
Cover Page for Administration Proceeding
Decree Appointing Administrator (A-6)
Decree Granting Letters of Administration (Bronx County)
Decree Granting Letters of Administration (Queens County)
Decree Granting Letters of Administration with Limited Authority
Decree Granting Letters of Administration with Limited Authority Due to Conflict of Interest
Decree Granting Limited Letters of Administration
Decree Granting Limited Letters of Administration (Queens County)
Family Tree (FT-1)
Family Tree Affidavit
Informal Closing Statement
Informal Closing Statement (Niagara County)
Informal Closing Statement (Niagara County) - Summary Account
List of Interested Parties
Notice Cover Letter to Probate Distributees
Notice of Application for Letters of Administration (A-3)
Notice of Renunciation of Intestate Share
Notice to Consul General (A-5)
Order for Publication
Petition for Letters of Administration (A-1)
Release and Discharge of Administrator of Deceased
Renunciation of Intestate Share
Renunciation of Letters of Administration and Waiver of Process (Jefferson County)
Supplemental Citation Request (Broome County)
Waiver Cover Letter to Administration Distributees
Waiver of Citation and Consent to Appointment of Administrator (Corporation) (A-9)
Waiver of Citation, Renunciation and Consent to Appointment of Administrator (Individual) (A-8)
Waiver Recipients - Administration - Mailing List


Additional Combined Verifications (for A-1)
Old Individual Combined Verification, Oath and Designation (for A-1)
New Individual Combined Verification, Oath and Designation (for A-1)
Old Corporate Verification, Consent and Designation (for A-1)
New Corporate Verification, Consent and Designation (for A-1)
Petition for Letters of Administration Signature Page


Small Estates Forms
Affidavit in Relation to Settlement of Estate Under Article 13, SCPA (SE-1A)
Affidavit in Relation to Settlement of Estate Under Article 13, SCPA (SE-2A)
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-1B)
Amended Affidavit in Relation to Settlement of Estate Under Article 13, SCPA (SE-2B)
Amended Affidavit in Relation to Settlement of Estate Under Article 13, SCPA (SE-3B)
Attorney's Certification in Settlement of Small Estate Under Article 13
Instructions for Article 13 Small Estate Affidavit (Rensselaer County)
Instructions for Filing Voluntary Administration Small Estate (Orange County)
Proceeding for Voluntary Administration Under Article 13 Designation of Clerk (New York County)
Renunciation of Voluntary Administration (SE-1C)
Report and Account in Settlement of Estate Pursuant to Article 13, SCPA (SE-1D)
Small Estate Instructions (Jefferson County)
Voluntary Administration Checklist
Voluntary Administration Checklist (Otsego County)


Guardian, Guardian ad Litem, and Custodian Forms


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 Intellectually and Developmentally Disabled Person
17-A Guardianship Proceeding Checklist of Intellectually Disabled/Developmentally Disabled
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) (Nassau County)
Notice of Petition Pursuant to SCPA 1753(2) (GMD-8)


Standby Guardianship of Intellectually 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
Petition for Appointment of Successor Custodian (Orange County)
Consent to Petition for Successor Custodian (Orange County)
Joinder and Statement of Preference of Minor 14 Years and Over (Orange County)
Order Appointing a Successor Custodian (Orange County)


Miscellaneous Guardianship Forms
17A Guardianship Checklist (Otsego County)
17A Guardianship Instructions (Rensselaer County)
Back - Notice of Settlement Appointing Co-Guardians of the Person
Guardian Social Security (Broome County)
Guardianship Annual Account - Short Form (Broome County)
Guardianship Proceeding Checklist (Otsego County)
Order to Withdraw Funds to Pay Federal and State Income Taxes (Nassau County)
Petition for Leave to Withdraw Funds to Pay Federal and State Income Taxes (Nassau County)
Petition for Withdrawal of Funds (Rensselaer County)
Petition for Withdrawal of Guardianship Funds (Wyoming County)


Accounting Forms
Accounting Citation (JA-6)
Affidavit by Fiduciary
Affidavit by Fiduciary (Albany County)
Affidavit by Fiduciary (Erie County)
Affidavit by Fiduciary (Informal Closing) (Cortland County)
Affidavit by Fiduciary (Monroe County)
Affidavit of Attorney-Fiduciary (22 NYCRR § 207.52)
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
Approval of Account Release and Discharge of Representative SCPA 2203 (Broome County)
Compulsory Accounting and Related Relief Proceeding Checklist
Compulsory Accounting Citation (JA-9)
Consent to Advance Payment of Commissions
Final/Intermediate Decree of Settlement for Executor with Interest/Trustee (JA-5)
Firearms Inventory (I-2)
Informal Accounting with/without Decree Proceeding Checklist
Inventory of Assets (I-1)
Judicial Settlement of Account Proceeding Checklist
Non-Trust Accounting with Instructions (JA-7)
Non-Trust Decree of Judicial Settlement (JA-8)
Objections to Accounting by Trustee
Order for a Compulsory Accounting
Order for Advance Payment of Commissions/Fees
Petition for a Compulsory Accounting and Related Relief (SCPA 2205) (JA-10)
Petition for Advance Payment of Commissions/Fees
Petition for Judicial Settlement of Account (JA-1)
Petition SCPA 2203 (Broome County)
Petition to Compel Accounting (Rensselaer County)
Proceeding for Judicial Settlement Checklist (Otsego County)
Receipt and Release (Cortland County)
Receipt and Release (JA-2)
Receipt, Release and Refunding Agreement
Release and Discharge of Representative (Broome County)
Release, Discharge and Approval of Accounts of Executor
Trust Accounting with Instructions (JA-4)
Waiver of Citation and Consent in Accounting (JA-3)
Waiver to Settlement of Account SCPA 2203 (Surety) (Broome County)


Ancillary Probate Forms
Ancillary Probate Citation (AP-2)
Ancillary Probate Proceeding Checklist
Ancillary Proceeding Checklist (Otsego County)
Attorney's Certification in Ancillary Probate Proceeding
Decree Granting Ancillary Letters Testamentary (Bronx County)
Decree Granting Ancillary Probate
Instructions for Filing Ancillary Probate or Administration Proceedings (Orange County)
Notice of Ancillary Probate (AP-3)
Petition for Ancillary Probate (AP-1)
Waiver and Consent for Ancillary Probate Proceeding


Additional Combined Verifications (for AP-1)
Old Individual Combined Verification, Oath and Designation (for AP-1)
New Individual Combined Verification, Oath and Designation (for AP-1)
Old Combined Corporate Verification, Consent and Designation (for AP-1)
New Combined Corporate Verification, Consent and Designation (for AP-1)


Ancillary Administration Forms
Affidavit Concerning Deliverability of Process Served by Mail
Affidavit Concerning Deliverability of Process Served by Mail SCPA 307(2) (Broome County)
Ancillary Administration Citation (AA-2)
Ancillary Administration Proceeding Checklist
Ancillary Proceeding Checklist (Otsego County)
Attorney's Certification in Ancillary Administration Proceeding
Decree Granting Ancillary Letters of Administration (Bronx County)
Decree Granting Ancillary Letters Testamentary
Instructions for Filing Ancillary Probate or Administration Proceedings (Orange County)
Notice of Application for Ancillary Letters of Administration (AA-3)
Petition for Ancillary Letters of Administration (AA-1)


Additional Combined Verifications (for AA-1)
New Individual Combined Verification, Oath and Designation (for AA-1)
Old Individual Combined Verification, Oath and Designation (for AA-1)
Old Combined Corporate Verification, Consent and Designation (for AA-1)
New 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
Affidavit of No Debt (P-12)
Attorney's Certification in Letters of Administration c.t.a. Proceeding
Citation (CTA-2)
Decree Granting Letters of Administration c.t.a.
Petition for Letters of Administration c.t.a. After Probate (CTA-1)
Probate and Administration CTA Proceeding Checklist (Otsego County)
Renunciation of Letters of Administration c.t.a. and Waiver of Process (CTA-3)


Additional Combined Verifications (for CTA-1)
Old Individual Combined Verification, Oath and Designation (for CTA-1)
New Individual Combined Verification, Oath and Designation (for CTA-1)
Old Corporate Verification, Consent and Designation (for CTA-1)
New 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. Citation (ADM/DBN-2)
Administration d.b.n. Proceeding Checklist
Affidavit of Mailing Notice of Application for Letters of Administration d.b.n. (ADM/DBN-6)
Affidavit of Service of Citation (Adult) (ADM/DBN-8)
Attorney's Certification in Administration d.b.n. Proceeding
Consent to Appointment of Administrator d.b.n. (Corp.) (ADM/DBN-4)
Decree of Administration d.b.n.
Notice of Application for Letters of Administration d.b.n. (ADM/DBN-5)
Notice to the Consul General (ADM/DBN-7)
Petition for Letters of Administration d.b.n. (ADM/DBN-1)
Waiver, Renunciation and Consent to Administration d.b.n. (ADM/DBN-3)


Additional Combined Verifications (for ADM/DBN-1)
Old Individual Combined Verification, Oath and Designation (for ADM/DBN-1)
New Individual Combined Verification, Oath and Designation (for ADM/DBN-1)
Old Combined Corporate Verification, Consent and Designation (for ADM/DBN-1)
New 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
Account (WD-3)
Attorney's Affidavit (WD-4)
Compromise and Account Checklist (Queens County)
Compromise Checklist (Queens County)
Decree (WD-7)
Waiver and Consent for Individual (WD-6)
Waiver and Consent for Insurance Company (WD-5)
Wrongful Death Citation (WD-1)
Wrongful Death Compromise Settlement Proceeding Checklist
Wrongful Death Petition (WD-2)


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)
Petition for Adult Adoption (29-A)
Consent to Adult Adoption by Adoptee (29-B)
Consent to Adult Adoption by Spouse (29-C)
Report of Adoption (DOH-1928)
Adoption Information Registry Birth Parent Registration Form (DOH-4455)
Order for Child Protective Inquiry
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)
Request for Information Guardianship (OCFS-3909)
Request for Information Regarding Private Adoption (OCFS-3937)
Order of Adoption Family Court/Surrogate Court Request Form (OCFS-4156)
Adoption and Adoption Pre-Certification Confidential Affidavit (Otsego County)
Agency Adoption Checklist (Otsego County)
Pre-Adoption Certification Checklist (Otsego County)


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)
Information Regarding Beneficiaries Acquiring Property from a Decedent (8971)
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
NYS Tax Department Waiver Request Instructions (AU-67)
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)
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 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


Extension of 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


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 (Orange County)
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 (Orange County)
Petition to Examine Safe Deposit Box (Queens County)
Petition to Open Safe Deposit Box
Petition to Search Safe Deposit Box (SD BOX-1)


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 by a Person Within/Outside New York State (RPL § 309-a) (Graphical)
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
Statement Pursuant to 22 NYCRR 207.16(e)
Verified Claim
Verified Claim (Graphical)


Power of Attorney
Power of Attorney (New York Statutory Short Form)


Health Care Proxy
Health Care Proxy (DOH-1430)


NYS Courts Electronic Filing (NYSCEF) Forms


E-Filing 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)


Mandatory E-Filing Forms
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)