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Application For Preliminary Letters Testamentary P-2 - New York
| Application For Preliminary Letters Testamentary Form. This is a New York form and can be used in Probate Surrogates Court Statewide . |
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STATE OF NEW YORK SURROGATE'S COURT: COUNTY OF X PROBATE PROCEEDING, W ILL OF a/k/a Deceased. X 1. The proposed prelim inary executor (s) is/are _______________________________________________________ _______________________________________ and is/are designated as executor (s) in the W ill of the above nam ed decedent dated _______________________________________________________________________ (together with Codicil (s) dated _______________________________________________ ) and duly filed with the court. The person (s) who would have a right to letters testam entary pursuant to Section 1412.1 is/are: [Enter "NONE" or specify nam e and interest] __________________________________________________________________________________________ Prelim inary letters are requested for the following reasons: __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ 4. 5. 6. Probate is expected to be completed by:__________________________________________________________ A contest [ ] is [ ] is not expected. File #_________________________ APPLICATION FOR PRELIMINARY LETTERS TESTAMENTARY (See SCPA 1412) 2. 3. The testam entary assets of decedent's estate are estim ated as follows: [describe and state value; annex schedule if space is insufficient] Personal Property:___________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ Total Personal Property: $_________________ Real Property:______________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ Total Real Property: $____________________ 18 m onths rent, if applicable:___________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ Total of 18 m onths rent: $_________________ 7. The liabilities of this estate are:_________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ 8. By provision in the propounded will, the applicant(s) [is/are] for the perform ance of his/her/their duties. [are not] required to file a bond or other security P-2 (10/96) -1- American LegalNet, Inc. www.FormsWorkflow.com Your applicant (s) respectfully request the issuance to _______________________________________________ _________________________________________________________________________________________________ of prelim inary letters testam entary upon qualifying. Dated:_____________________________ _____________________________________________ Applicant _____________________________________________ Applicant OATH & DESIGNATION OF PRELIM INARY EXECUTOR STATE OF NEW YORK COUNTY OF ) ) ss.: I, the undersigned, ___________________________________________________________________being duly sworn say: 1. OATH OF PRELIMINARY EXECUTOR: I am over eighteen (18) years of age and a citizen of the United States; I am an executor nam ed in the W ill described in the foregoing petition and will well, faithfully and honestly discharge the duties of prelim inary executor and duly account for all m oney or property which m ay com e into m y hands. I am not ineligible to receive letters. 2. DESIGNATION OF CLERK FOR SERVICE OF PROCESS: I hereby designate the Clerk of the Surrogate's Court of _____________________________________________ County, and his/her successor in office, as a person on whom service of any process issuing from such Surrogate's Court m ay be m ade, in like m anner and with like effect as if it were served personally upon m e whenever I cannot be found and served within the State of New York after due diligence used. My dom icile is :_____________________________________________________________________________________ (Street Address) (City/Town/Village) (State) (Zip) _____________________________________________ (Signature of Petitioner) _____________________________________________ (Print Nam e) On _______________________________________________________, 20 _______, before m e personally cam e _________________________________________________________________________________________________ to m e known to be the person described in and who executed the foregoing instrum ent. Such person duly swore to such instrum ent before m e and duly acknowledged that he/she executed the sam e. _____________________________________ Notary Public Com m ission Expires: (Affix Notary Stam p or Seal) Signature of Attorney:________________________________________________________________________________ Print Nam e:________________________________________________________________________________________ Firm Nam e:_____________________________________________________ Tel No. :____________________________ Address of Attorney:_________________________________________________________________________________ NOTE: Each Preliminary Executor must complete a combined Oath & Designation of Preliminary Executor. -2- American LegalNet, Inc. www.FormsWorkflow.com CONSENT AND DESIGNATION OF CORPORATE PRELIM INARY EXECUTOR STATE OF NEW YORK COUNTY OF ) ) ss.: I, the undersigned, a ________________________________________________________________________ of (Title) __________________________________________________________________________________________________ (Nam e of Bank or Trust Com pany) a corporation duly qualified to act in a fiduciary capacity without further security, being duly sworn, says: 1. CONSENT: I consent to accept the appointm ent as Prelim inary Executor under the Last W ill and Testam ent of the decedent described in this application and consent to act as such fiduciary. 2. DESIGNATION OF CLERK FOR SERVICE OF PROCESS: I designate the Chief Clerk of the Surrogate's Court of ________________________________
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