PROBATE INFORMATION SHEET
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1 PROBATE INFORMATION SHEET WHEN YOU HAVE COMPLETED THIS FORM, please bring it to your next scheduled appointment along with a certified copy of the decedent s death certificate. Please be sure to provide information that is accurate and complete in all respects. If extra space is needed please provide additional sheets. 1. Decedent Name (incl. a/k/a) County of Residence: Social Security No. Date & Place of Birth: Date and Place of Death: Date of Will: Date of Codicil: Separate Writing Found: Yes No Name of Bank Where Safe Deposit Box Was Held: Spouse s Full Name (incl. a/k/a): Social Security No.: Date and Place of Birth: If Applicable: Predeceased Spouse Full Name (incl. a/k/a): Social Security No.: Date of Birth: Date of Death: Former Spouse(s) Full Name (incl. a/k/a) and address: Name of Nominated Personal Representative Social Security No.: The PID No. is (if applicable): Relationship to Decedent: Home No.: Work No.:
2 2. Children of Decedent (biological, step or adopted, please specify): 3. Name 4. Name: 5. Name 6. Name: 3. List any predeceased children: 4. Other Beneficiaries: 3. Name 4. Name:
3 5. Homestead Information (provide copy of deed if possible): Legal Description: Exact Name(s) on Title: County: Abstract or Torrens: Mortgage Holder: Amount of Mortgage: Assessor s Est. Market Value: Fair Market Value: 6. Additional Real Estate Information (provide copy of deed if possible): Legal Description: Exact Name(s) on Title: County: Abstract or Torrens: Mortgage Holder: Amount of Mortgage: Assessor s Est. Market Value: Fair Market Value: 7. Business and Farm Assets: Name of Business: Type of Business: Approximate Value of Business: Name of Person Operating Business: If farm property, please provide a list of machinery (with approximate value) livestock, crops, leases, etc. 8. Cash, Bank and/or Investment Accounts (provide latest statement): 1. Bank/Company: 2. Bank/Company: Account No. Account No. 3. Bank/Company: 4. Bank/Company: Account No. Account No.
4 9. Securities, Stocks and Bonds (provide latest statements): 1. Company: 2. Company: Type of Investment: Type of Investment: Value per share as of DoD: Value as of DoD: 3. Company: 4. Company: Type of Investment: Type of Investment: Value per share as of DoD: Value as of DoD: 12. Insurance (provide policy or latest statement): 1. Name of Company: Value of Policy: Beneficiary: 2. Name of Company: Value of Policy: Beneficiary: 13. Annuities/IRAs (provide latest statements): 1. Company: 2. Company: Account No. Account No. 3. Company: 4. Company: Account No. Account No. Personal Property: Auto Make and Model: Value: Joint Owner: Value of Furniture and Household Goods: Value of Wearing Apparel and Jewelry: Value of Other Personal Property:
5 14. Funeral Expenses: Name of Funeral Home: Amount Owed: List anyone who advances funds for funeral expenses: 15. Did Decedent receive Medal Assistance benefits? 16. If Decedent s spouse died first, did he/she receive Medical Assistance benefits? 17. Other Debts and Claims: 1. Name: 2. Name: Street Address: Street Address: City, State, Zip: City, State, Zip: Amount of Claim: Amount of Claim: Reason for Claim: Reason for Claim: 3. Name: 4. Name: Street Address: Street Address: City, State, Zip: City, State, Zip: Amount of Claim: Amount of Claim: Reason for Claim: Reason for Claim: 18. Taxes: Date real estate taxes are next due: Amount Due: When did Decedent last file income tax returns?
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