Checklist For Petition For Determination Of Beneficiaries And Shares

CHECKLIST FOR: PETITION FOR DETERMINATION OF BENEFICIARIES AND SHARES. This form is used in Florida probate proceedings to ensure compliance with the legal requirements for determining the rightful beneficiaries of a decedent’s estate and their respective shares. Governed by Fla. Stat. §733.105 and Fla. Probate Rule 5.385, the Petition for Determination of Beneficiaries and Shares is typically filed by the personal representative or another interested party to clarify who is entitled to inherit from the estate. The checklist ensures that the petition includes all necessary details, such as the names, residences, and mailing addresses of all individuals with a potential interest in the estate (excluding creditors), along with a statement describing the nature of each person’s interest. It also verifies whether minors or incapacitated persons are involved and whether they have legal guardianships in Florida. The checklist confirms whether the petition states if there are any unknown persons with potential claims against the estate. Procedural requirements include verifying that the petition is properly verified, checking whether all interested persons have waived their rights to formal notice and a hearing, or if formal notice and a hearing are required. Finally, it ensures that the order of determination properly identifies all beneficiaries, their respective shares, and the amount each is entitled to receive. www.FormsWorkflow.com