Surrogate's Forms

STATE FORMS

NY State Surrogate’s (promulgated) Forms

 

DIY FORMS

Small Estate Affidavit

Safe Deposit Box Petition

Article 17A Guardianship

 

LOCAL RULES

Local Practices

 

LOCAL FORMS

Affidavit by Fiduciary

Affidavit of Mailing

Affidavit of Sole Heirship

Affidavit of Non-domiciliary 

Affidavit to Reopen Estate

Assets and Debts Form

Consent to No Bond Regarding Life Use

Consent to No Bond 

Informal Closing - 22 NYCRR 207.4 (Report of Estate not fully Distributed) 

Family Tree

Fiduciary Qualification Affidavit – Estates

Fiduciary Qualification Affidavit – Guardianship 

Guardian Ad Litem Affirmation of Services

Guardian Social Security Form

Guardianship Annual Account – Short Form

Guardianship Revoke Property Appointment

Notice of Appearance

NYS Tax Dept. Waiver Request Instructions

NYS Unclaimed Funds Information

Objection to Probate – 1411 Citation

Receipt & Release (Probate/Administration) 

Receipt & Release (Voluntary Administration) 

Rule 207.48 POA Affidavit 

Part 130 Attorney Certification 

Small Estate Oath & Designation

Supplemental Citation Request

Supplemental Needs Trust Petition to Close Account

Waiver & Consent for Funeral Home (Voluntary Administration)

 

SAMPLE INVESTMENT ADVISORY FORMS

Management Agreement

Management Agreement - Separate Custodian

Custodian Agreement

Order to Invest

Petition To Invest Funds

 

ARTICLE 81 FORMS

Article 81 Forms (filed in Supreme court)