Administration Of Testamentary Estate

ADMINISTRATION OF TESTAMENATARY ESTATE Estate of _____________________ Probate No. ___________________ Attorney ____________________ Telephone No.: ________________ Petition for Probate should contain (Super. Ct. R. 191, 15 V.I. Code Ann. § 232): Residence of Petitioner Citizenship of Petitioner Right of Petitioner to make application Decedent's date of death (with death certificate attached if available) Decedent's last domicile Decedent died _________testate __________intestate Location and character of estate (real and/or personal) Estimated value of estate (total value of real and personal property stated separately) Real Property ________ Estimated total amount of decedent's debts: Personal Property ___________ $ ______________________ Checklist-Administration of Testamentary Estate Page 1 American LegalNet, Inc. www.FormsWorkflow.com Names, addresses, whether adult or minor, relationship to decedent, and proportionate share entitled to each of decedent's heirs at law had decedent intestate. (15 V.I. Code Ann. § 84) __________________ __________________ __________________ __________________ __________________ __________________ __________________ __________________ __________________ __________________ __________________ __________________ __________________ __________________ __________________ __________________ __________________ __________________ Whether heirs have consented in writing to the petition. Determination of bond amount or waiver request if estate value is less than Two Thousand ($2,000.00) (Super. Ct. R. 194(b)) Amount of support for widow and minor children (if applicable) Prayers for (if necessary): citation to heirs who have not consented to petition appointment of guardian ad litem for minors fixing or waiving of bond (within court's discretion) support for widow and minor children issuance of letters of administration and order for probate Once the petition meets the above requirements the following must also be presented: Waiver (s) consenting to probate and issuance of letters testamentary by adult heirs at law and next kin and all devisees under the will. (Super. Ct. R. 191(a)) Request for Citation(s) to heirs not signing consent (s) to petition (Super. Ct. R. 192(d)) only if petitioner is not person primarily entitled to letters of administration (15 V.I. Code Ann. § 236) Motion for appointment of Guardian Ad Litem (Super. Ct. R. 192(e) & 206, 15 V.I. Code Ann. §§ 821, 826) Minor's consent required if fourteen (14) years or older (15 V.I. Code Ann. §822) Guardian must file verified response to petition for probate (Super. Ct. R. 192(e), 15 V.I. Code Ann. § 825) Checklist-Administration of Testamentary Estate Page 2 American LegalNet, Inc. www.FormsWorkflow.com Post bond (letters cannot issue until bond is furnished or waived) (Super. Ct. R. 194(a), 15 V.I. Code Ann. § 239) Offer proof that will was executed with formalities (Super. Ct. R. 194, 15 V.I. Code Ann. § 22) _____ By sworn testimony attesting witnesses _____ By deposition of attesting witnesses _____ By affidavit of subscribing witnesses _____ File exclusivity of will File order for probate and letters of administration (amount or waiver of bond must be included (Super. Ct. R. 194(b), 15 V.I. Code Ann. § 391) File oath of administrator (See who qualifies as administrator or executor15 V.I. Code Ann. § 234, 235, 236, 237, 239) File proof of publication of Notice to Creditors and Debtors ­ once a week for four consecutive weeks (Super. Ct. R. 194(c), 15 V.I. Code Ann. § 391) Motion for appointment of two appraisers (Super. Ct. R. 195, 15 V.I. Code Ann. § 312, 313, 314) _____ ____ ____ ____ may waive where inventory contains no property requiring appraisement, if not clerk of court notifies appraisers of appointment file oath of appraisers make and promptly deliver preliminary inventory to appraiser (Super. Ct. R. 195(b) File inventory and appraisal with Court (within one month after issuance of letters) (Super. Ct. R. 195(c), 15 V.I. Code Ann. § 314(c) File Quarterly Accounting(s) (Super. Ct. R. 197, 15 V.I. Code Ann. §561) Inheritance tax status resolution (33 V.I. Code Ann. §§ 1-5) ____ ____ certification of amount due by Attorneys General motion for waiver of presentment to AG (if testator died after 1984) Checklist-Administration of Testamentary Estate Page 3 American LegalNet, Inc. www.FormsWorkflow.com Motion for support of widow and minor children (Super. Ct. R. 196, 15 V.I. Code Ann. §351, 352, 353, 354, 356) Creditor's claims present (15 V.I. Code Ann. § §392, 393) $ ____________ $ ____________ $ ____________ by: _____________________________________ by: _____________________________________ by: _____________________________________ Creditor's claims approved or rejected (15 V.I. Code Ann. §364, 395) File final accounting (Super. Ct. R. 199, 15 V.I. Code Ann. § 564(a)) Court to schedule hearing on final accounting (at least 30 days after order for hearing) File proof of publication of notice of hearing (Super. Ct. R. 200, 15 V.I. Code Ann. § 564(b)) File petition for distribution and Order of Final Adjudication (Super. Ct. 201(a)) (all unpaid costs must be paid, including Five Hundred ($500.00) adjudication fee to the court clerk.) File receipts of distribution ­ within five (5) days of final adjudication order (Super. Ct. R. 201(b)) Court discharges executor-administration and distribution complete (Super. Ct. R. 202) NOTES Checklist-Administration of Testamentary Estate Page 4 American LegalNet, Inc. www.FormsWorkflow.com