New York · 44 forms
New York Probate & Estates Forms
Estates, wills, small estates and personal representatives.
44 statewide
Statewide forms
From the New York State Unified Court System- P-14Surrogate-P-14 Petition for Successor Letters TestamentaryPetition (form P-14) to the Surrogate's Court for successor letters testamentary when the executor who was serving has died, resigned or been removed and an alternate executor is to take over.
- P-15Surrogate-P-15 Renunciation of Successor Letters Testamentary and Waiver of Process (Individual)Renunciation (form P-15) by an individual named as alternate executor, giving up the right to successor letters testamentary and waiving process in the Surrogate's Court proceeding.
- P-16Surrogate-P-16 Renunciation of Successor Letters Testamentary and Waiver of Process (Corporation)Renunciation (form P-16) by a corporation named as alternate executor, giving up the right to successor letters testamentary and waiving process in the Surrogate's Court proceeding.
- P-17Surrogate-P-17 Notice of Petition for Appointment of Successor ExecutorNotice (form P-17) to interested persons that a petition for appointment of a successor executor has been filed in Surrogate's Court after the original executor stopped serving.
- SE-3AAffidavit in Relation to Settlement of Estate Under Article 13Affidavit in a Surrogate's Court small estate proceeding under SCPA Article 13, the voluntary administrator's report on how the estate was settled.Fillable
- WD-1Wrongful Death CitationCitation (form WD-1) issued by the Surrogate's Court directing interested persons to appear on an administrator's petition to compromise a wrongful death claim and settle the account.Fillable
- WD-2Wrongful Death PetitionPetition (form WD-2) by an estate administrator asking the Surrogate's Court for leave to compromise a wrongful death claim and to have the administrator's account judicially settled.Fillable
- WD-3AccountSurrogate's Court account filed by an estate administrator asking for leave to compromise a wrongful death claim and to have the administrator's account of the proceeding judicially settled.Fillable
- WD-5Waiver and Consent for Insurance CompanyWaiver and consent (form WD-5) by an insurance company in a Surrogate's Court proceeding to compromise a wrongful death claim. It is not needed if the Supreme Court approved the settlement.Fillable
- WD-6Waiver and Consent for IndividualWaiver and consent (form WD-6) by an individual distributee in a Surrogate's Court proceeding to compromise a wrongful death claim, waiving process and consenting to the settlement and the account.Fillable
- Administration c.t.a. (After Probate) Proceeding ChecklistChecklist for a Surrogate's Court proceeding to appoint an administrator c.t.a. after a will has been probated and the executor has died, resigned or been removed, for use with form CTA-1. It is a guide and is not filed.
- Administration d.b.n. Proceeding ChecklistChecklist for a Surrogate's Court proceeding to appoint an administrator de bonis non to finish administering an estate after the prior administrator dies, resigns or is removed, for use with form ADM/DBN-1. It is not filed.
- Administration Proceeding ChecklistChecklist for a Surrogate's Court administration proceeding for an estate, listing what to complete on petition form A-1 and its supporting papers. The checklist is a guide and is not filed with the court.
- Amended Affidavit in Relation to Settlement of Estate Under Article 13Amended affidavit filed by the voluntary administrator of a small estate in Surrogate's Court under SCPA Article 13, reporting the assets collected, debts paid and distributions made in settling the estate.Fillable
- Ancillary Administration Proceeding ChecklistChecklist for a Surrogate's Court ancillary administration, used when a person living outside New York dies without a will leaving property in the state, listing what to complete on petition form AA-1. It is a guide and is not filed.
- Ancillary Probate Proceeding ChecklistChecklist for a Surrogate's Court ancillary probate, used when a person living outside New York leaves a will and property in the state to be administered, listing what to complete on petition form AP-1. It is a guide and is not filed.
- Attorney’s AffidavitAffidavit of the attorney for an estate administrator in a Surrogate's Court proceeding for leave to compromise a wrongful death claim, describing the attorney's services and the fee requested from the settlement.Fillable
- Attorney’s Certification FormCertification by an attorney in a Surrogate's Court estate proceeding under 22 NYCRR 207.4 that the forms filed use a compliant typeface and the same text as the official forms.Fillable
- Compulsory Accounting and Related Relief ChecklistChecklist for a Surrogate's Court proceeding to compel a fiduciary to account and for related relief, listing what to complete on petition form JA-10. It is a guide and is not filed.
- DecreeSurrogate's Court decree granting an estate administrator leave to compromise and settle a wrongful death claim, approving the settlement, attorney's fees and distribution of the proceeds.Fillable
- Family Tree FormFamily tree chart filed in a Surrogate's Court estate proceeding showing the decedent's spouse, children, grandchildren, siblings, nieces and nephews and other relatives, sworn to be correct by the person filing it.Fillable
- Firearms InventoryInventory under SCPA §2509 filed in Surrogate's Court by an estate fiduciary or attorney listing each firearm, as defined by Penal Law §265.00, that is part of the decedent's estate.Fillable
- Informal Accounting with/without Decree Proceeding ChecklistChecklist for a Surrogate's Court informal accounting proceeding, with or without a decree, listing what to complete on petition form JA-2 and its supporting papers. It is a guide and is not filed.
- Inventory of AssetsInventory of assets under Uniform Rule §207.20 filed in Surrogate's Court by a fiduciary or the fiduciary's attorney, listing each asset of the decedent's gross estate and its value.Fillable
- Judicial Settlement of Accounting Proceeding ChecklistChecklist for a Surrogate's Court proceeding for judicial settlement of a fiduciary's account, listing what to complete on petition form JA-1 and its supporting papers. It is a guide and is not filed.
- Non-Trust Accounting FormsAccounting forms for an executor or administrator in Surrogate's Court, with the petition for judicial settlement of the account and schedules of assets, receipts, expenses, claims and distributions of the estate.Fillable
- Order for Safe Deposit BoxSurrogate's Court order directing a bank to open a decedent's safe deposit box so the petitioner can examine its contents, such as for a will.Fillable
- Petition for Ancillary Letters of AdministrationPetition (form AA-1) under SCPA Article 16 for ancillary letters of administration on the estate of a person domiciled outside New York who died without a will leaving property in the state.Fillable
- Petition for Ancillary ProbatePetition under SCPA Article 16 for ancillary probate of the will of a person domiciled outside New York whose will was proved elsewhere, so that the New York property can be administered.Fillable
- Petition for Compulsory Accounting and Related ReliefPetition under SCPA §2205 asking the Surrogate's Court to compel an estate fiduciary to account and for related relief, such as payment of a legacy or distributive share.Fillable
- Petition for Letters of AdministrationSurrogate's Court petition for letters of administration on the estate of a person who died without a will, listing the distributees, the estimated value of the estate and who should be appointed administrator.Fillable
- Petition for Letters of Administration (d.b.n.)Surrogate's Court petition under SCPA §1007 for letters of administration de bonis non, appointing a successor to finish administering an estate after the prior fiduciary died, resigned or was removed.
- Petition for Letters of Administration c.t.a. (After Probate)Surrogate's Court petition under SCPA §§1418 and 1419 for letters of administration with the will annexed (c.t.a.) after probate, when no executor is able or willing to serve.Fillable
- Petition for ProbateSurrogate's Court petition for probate of a will and for letters testamentary, trusteeship or administration c.t.a., giving the decedent's information, the date of the will, the distributees and the beneficiaries.Fillable
- Petition to Search Safe Deposit BoxPetition to the Surrogate's Court asking for an order to open and search a decedent's safe deposit box for a will or other papers.
- Probate Proceeding ChecklistChecklist for a Surrogate's Court probate proceeding, listing what to complete on petition form P-1 and its supporting papers, such as venue, the will and the distributees. It is a guide and is not filed.
- Renunciation of Voluntary AdministrationRenunciation by a person entitled to act as voluntary administrator of a small estate under SCPA Article 13, giving up that right in the Surrogate's Court.Fillable
- Report and Account in Settlement of Estate Pursuant to Article 13, SCPAReport and account filed by the voluntary administrator of a small estate in Surrogate's Court under SCPA Article 13, listing the decedent's property collected, debts paid and distributions made.
- Report of Estate Not Fully Distributed (22 NYCRR 207.42)Report under 22 NYCRR 207.42 that an estate fiduciary files in Surrogate's Court when the estate has not been fully distributed, giving the gross estate, the amounts distributed and remaining, and the reasons.Fillable
- Successor Letters TestamentaryPetition to the Surrogate's Court, Albany County, for successor letters testamentary when the executor who was serving has died, resigned or been removed and an alternate executor named in the will is to take over.Fillable
- Surrogate’s Court Proceeding ChecklistsCollection of Fourth Judicial District checklists for common Surrogate's Court proceedings, such as probate, administration and guardianship, working through each paragraph of the official petition forms. They are guides and are not filed.
- Trust Accounting FormsAccounting forms for a trustee in Surrogate's Court, with the petition for judicial settlement of the account and schedules of principal and income received, expenses and distributions of the trust.Fillable
- Voluntary Administration ChecklistChecklist for a Surrogate's Court voluntary administration of a small estate, listing what to complete on affidavit form SE-3A, such as the decedent's name, venue and the distributees. It is a guide and is not filed.
- Wrongful Death Compromise Settlement Proceeding ChecklistChecklist for a Surrogate's Court proceeding to compromise a wrongful death claim under Uniform Rule §207.38, listing what to complete on petition form WD-2. It is a guide and is not filed.
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