STATE FORMS
NY State Surrogate’s (promulgated) Forms
LOCAL FORMS
Affidavit to Reopen Estate (Following Informal Close)
Fiduciary Qualification Form - Estates
Fiduciary Qualification Form - Guardianship
Guardian Ad Litem Affirmation of Services
Guardianship Annual Account - Short Form
Guardianship Revoke Property Appointment
Informal Closing - 22 NYCRR 207.42
Informal Account Proceeding - SCPA 2203
NYS Tax Dept. Waiver Request Instructions
Objections to Probate - 1411 Citation
Sample Guardian Ad Litem Report
Supplemental Needs Trust Petition to Close
| SAMPLE ARTICLE 81 GUARDIANSHIP FORMS | Word | Word Perfect |
|---|---|---|
|
Guardian's Powers |
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| Petition for Guardianship | |
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| Order to Show Cause | |
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| Notice of Guardianship Proceeding | |
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| Findings | |
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| Article 81.21(e) Findings (Transfers of Incapacitated Person's Property) | |
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| Order Appointing Guardian | |
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| Oath and Designation by Guardian | |
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| Commission to Guardian | |
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| Statement of Death | |
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| Statement of Assets and Notice of Claim | |
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| Petition to Discharge Guardian | |
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| Notice of Petition to Discharge Guardian | |
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| Order Approving Final Account of Guardian and Discharging Guardian | |
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| 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 - Separate Custodian