Surrogates Forms

STATE FORMS

NY State Surrogate’s (promulgated) Forms

 

LOCAL FORMS

Admission of Service

Affidavit of Deliverability

Affidavit of Mailing

Affidavit of Service

Affidavit of Sole Heirship

Assets and Debts Form

Consent to No Bond

Consent to No Bond - Life Use

Fiduciary Qualification Form - Estates

Fiduciary Qualification Form - Guardianship

Guardian Ad Litem Affirmation of Services

Guardian Social Security Form

Guardianship Annual Account - Short Form

Guardianship Revoke Property Appointment

Informal Closing - 22 NYCRR 207.42

Informal Account Proceeding - SCPA 2203

Notice of Appearance

NYS Tax Dept. Waiver Request Instructions

Rule 207.48 POA Affidavit

Sample Guardian Ad Litem Report

Suggestions for Due Diligence

Supplemental Citation Request

 

SAMPLE ARTICLE 81 GUARDIANSHIP FORMS Word Word Perfect

Guardian's Powers

Doc WordPerfect
Petition for Guardianship Doc WordPerfect
Order to Show Cause Doc WordPerfect
Notice of Guardianship Proceeding Doc WordPerfect
Findings Doc WordPerfect
Article 81.21(e) Findings (Transfers of Incapacitated Person's Property) Doc WordPerfect
Order Appointing Guardian Doc WordPerfect
Oath and Designation by Guardian Doc WordPerfect
Commission to Guardian Doc WordPerfect
Statement of Death Doc WordPerfect
Statement of Assets and Notice of Claim Doc WordPerfect
Petition to Discharge Guardian Doc WordPerfect
Notice of Petition to Discharge Guardian Doc WordPerfect
Order Approving Final Account of Guardian and Discharging Guardian Doc WordPerfect
Statement Identifying Real Property
Initial Report
Annual Report
Third Judicial Dept. Court Examiner reports: includes Initial and Annual Report of Guardian

 

SAMPLE INVESTMENT ADVISORY FORMS

Management Agreement

Management Agreement - Separate Custodian

Custodian Agreement

Order to Invest

Petition To Invest Funds