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New York State Bar Association's
Surrogate's Court Forms

 

 

To view a listing of the forms by category, click on a link below. To search for a specific form by name or keyword, use the "Find on This Page" feature of your browser.

 

Setup

Court Setup
Attorney Setup
Initial Client Setup for Probate
Initial Client Setup for Administration
Client Questionnaire

 

PROBATE FORMS

Attorney's Certification in Probate Proceeding
Petition for Probate (P-1)
Additional Combined Verifications (for P-1)

Individual Combined Verification, Oath and Designation (for P-1)
New Individual Combined Verification, Oath and Designation (for P-1) (outside New York State)
New Individual Combined Verification, Oath and Designation (for P-1) (inside New York State)
Combined Corporate Verification, Consent and Designation (for P-1)
New Combined Corporate Verification, Consent and Designation (for P-1) (inside New York State)
New Combined Corporate Verification, Consent and Designation (for P-1) (outside New York State)

Application for Preliminary Letters Testamentary (P-2)
Additional Designations of Preliminary Executor (for P-2)
Individual Oath and Designation of Preliminary Executor (for P-2)
New Individual Oath and Designation of Preliminary Executor (for P-2) (inside New York)
New Individual Oath and Designation of Preliminary Executor (for P-2) (outside New York)
Consent and Designation of Corporate Preliminary Executor (for P-2)
New Consent and Designation of Corporate Preliminary Executor (for P-2) (inside New York)
New Consent and Designation of Corporate Preliminary Executor (for P-2) (outside New York)

Affidavit of Attesting Witness (P-3)
Waiver of Process; Consent to Probate (P-4)
Probate Citation (P-5); 3 Trusteeships
Notice of Probate (P-6)
Affidavit of Service of Citation (P-7)
Application to Dispense with Testimony of Attesting Witness (P-8)
Affidavit Proving Handwriting (P-9)
Renunciation of Nominated Executor and/or Trustee (P-10)
Renunciation of Letters of Administration c.t.a. and Waiver of Process (P-11)
Affidavit of No Debt (P-12)
Affidavit of Comparison (P-13)
Decree Granting Probate
Inventory of Assets (I-1)
Inventory of Assets - Schedules (I-1)
Family Tree (FT-1)
Cover Page for Probate Proceeding
Petition for Probate (P-1) (Pre-1999 version)
Probate Citation (P-5); 5 Trusteeships
Petition for Probate Signature Page

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ADMINISTRATION FORMS

Attorney's Certification in Administration Proceeding
Petition for Letters of Administration (A-1)
Additional Combined Verifications (for A-1)

Individual Combined Verification, Oath and Designation (for A-1)
New Individual Combined Verification, Oath and Designation (for A-1) (inside New York)
New Individual Combined Verification, Oath and Designation (for A-1) (outside New York)
Corporate Verification, Consent and Designation (for A-1)
New Corporate Verification, Consent and Designation (for A-1) (inside New York)
New Corporate Verification, Consent and Designation (for A-1) (outside New York)

Administration Citation (A-2)
Notice of Application for Letters of Administration (A-3)
Affidavit of Mailing Notice of Application for Letters of Administration (A-4)
Notice to Consul General (A-5)
Decree Appointing Administrator (A-6)
Affidavit of Regularity (A-7)
Waiver of Citation, Renunciation and Consent to Appointment of Administrator (Individual) (A-8)
Waiver of Citation and Consent to Appointment of Administrator (Corporation) (A-9)
Affidavit of Service of Citation (Adult) (A-10)
Petition for Letters of Administration Signature Page
Family Tree (FT-1)

 

SMALL ESTATES FORMS

Affidavit in Relation to Settlement of the Estate Under Article 13 (SE-2A)
Amended Affidavit in Relation to Settlement of Estate Under Article 13 (SE-2B)
Renunciation of Voluntary Administration (SE-1C)
Report and Account in Settlement of Estate Pursuant to Article 13, SCPA (SE-1D)
Affidavit in Relation to Settlement of Estate Under Article 13, SPCA (SE-1A)
Amended Affidavit in Relation to Settlement of Estate Under Article 13 (SE-1B)

 

GUARDIANSHIP FORMS

Guardianship of Infant

Guardianship Citation (G-1)
Petition for Guardianship of Infant (G-2)
Waiver, Renunciation and Consent (G-3)
Decree Appointing Guardian (Joint Control Decree) (G-4)
Decree Appointing Guardian (G-5)
Affidavit of Proposed Guardian of the Person (G-6)
Annual Account of Guardian (G-7)
Guardianship Petition for Support (G-8)
Guardianship Support Order (G-9)
Petition to Close Guardianship Account (Infant) G-10
Decree to Close Guardianship Account (Infant) (G-11)
Release Settling Accounts (G-12)
Petition to Close Guardianship Account (Guardian) (G-13)
Decree to Close Guardianship Acount (Guardian) (G-14)

Guardianship of Mentally and Developmentally Disabled Person (17-A)
Petition for Application of Guardian (SPCA Article 17-A) (GMD-1)
Affidavit of Examining Physician or Psychologist (GMD-2A)
Affirmation of Examining Physician (GMD-2B)
Waiver to Process, Renunciation and Consent to Appointment of Guardian (GMD-3)
Consent, Oath and Designation of Alternate/Standby Guardian (GMD-4)
Decree Appointing Guardian (GMD-5)
Decree Appointing Limited Guardian of Property (GMD-6)
Citation - Notice of Process (GMD-7)
Notice of Petition Pursuant to SPCA 1753(2) (GMD-8)

Standby Guardianship of Infant
Petition for Standby Guardianship (SG-1)
Physician's Opinion of Progressively Chronic or Fatal Illness (SG-2)
Waiver of Citation Renunciation and Consent to Appointment of Standby Guardian (SCPA 1726(3)) (SG-3)
Citation (SG-4)
Affidavit and Consent of Proposed Standby Guardian Pursuant to SCPA 1726(3) (SG-5)
Consent of Petitioner for Standby Guardian (SG-6)
Consent of Infant Over 14 (SG-7)
Decree Appointing Standby Guardian (SG-8)
Confirmation Affidavit of Standby Guardian (SG-9)

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JUDICIAL ACCOUNTING FORMS

Petition for Judicial Settlement of Account (JA-1)
Receipt and Release (JA-2)
Waiver of Citation and Consent in Accounting (JA-3)
Trust Accounting with Instructions (JA-4)
Final/Intermediate Decree of Settlement for Executor with Interest/Trustee (JA-5)
Accounting Citation (JA-6)
Non-Trust Accounting with Instructions (JA-7)
Non-Trust Decree of Judicial Settlement (JA-8)

 

ANCILLARY PROBATE FORMS

Attorney's Certification in Ancillary Probate Proceeding
Petition for Ancillary Probate (AP-1)
Additional Combined Verifications (for AP-1)

Individual Combined Verification, Oath and Designation (for AP-1)
New Individual Combined Verification, Oath and Designation (for AP-1) (inside New York)
New Individual Combined Verification, Oath and Designation (for AP-1) (outside New York)
Combined Corporate Verification, Consent and Designation (for AP-1)
New Combined Corporate Verification, Consent and Designation (for AP-1) (inside New York)
New Combined Corporate Verification, Consent and Designation (for AP-1) (outside New York)

Ancillary Probate Citation (AP-2)
Notice of Ancillary Probate (AP-3)

 

ANCILLARY ADMINISTRATION FORMS

Attorney's Certification in Ancillary Administration Proceeding
Petition for Ancillary Letters of Administration (AA-1)
Additional Combined Verifications (for AA-1)

Individual Combined Verification, Oath and Designation (for AA-1)
New Individual Combined Verification, Oath and Designation (for AA-1) (inside New York)
New Individual Combined Verification, Oath and Designation (for AA-1) (outside New York)
Combined Corporate Verification, Consent and Designation (for AA-1)
New Combined Corporate Verification, Consent and Designation (for AA-1) (inside New York)
New Combined Corporate Verification, Consent and Designation (for AA-1) (outside New York)

Ancillary Administration Citation (AA-2)
Notice of Application for Ancillary Letters of Administration (AA-3)

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ADMINISTRATION C.T.A. AFTER PROBATE FORMS

Attorney's Certification in Letters of Administration c.t.a Proceeding
Petition for Letters of Administration c.t.a after Probate (CTA-1)
Additional Combined Verifications (for CTA-1)

Individual Combined Verification, Oath and Designation (for CTA-1)
New Individual Combined Verification, Oath and Designation (for CTA-1) (inside New York)
New Individual Combined Verification, Oath and Designation (for CTA-1) (outside New York)
Corporate Verification, Consent and Designation (for CTA-1)
New Corporate Verification, Consent and Designation (for CTA-1) (inside New York)
New Corporate Verification, Consent and Designation (for CTA-1) (outside New York)

Citation (CTA-2)
Renunciation of Letters of Administration c.t.a. and Waiver of Process (CTA-3)
Petition for Letters of Administration c.t.a. Signature Page

 

ADMINISTRATION D.B.N. FORMS

Attorney's Certification in Administration d.b.n. Proceeding
Petition for Letters of Administration d.b.n. (DBN-1)
Additional Combined Verifications (for DBN-1)

Individual Combined Verification, Oath and Designation (for DBN-1)
New Individual Combined Verification, Oath and Designation (for DBN-1) (inside New York)
New Individual Combined Verification, Oath and Designation (for DBN-1) (outside New York)
Combined Corporate Verification, Consent and Designation (for DBN-1)
New Combined Corporate Verification, Consent and Designation (for DBN-1) (inside New York)
New Combined Corporate Verification, Consent and Designation (for DBN-1) (outside New York)

Administration d.b.n. Citation (DBN-2)
Waiver, Renunciation and Consent to Administration d.b.n. (DBN-3)
Consent to Appointment of Administrator d.b.n. (Corp.) (DBN-4)
Notice of Application for Letters of Administration d.b.n. (DBN-5)
Affidavit of Mailing Notice of Application for Letters of Administration d.b.n. (DBN-6)
Notice to the Consul General (DBN-7)
Affidavit of Service of Citation (Adult) (DBN-8)

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WRONGFUL DEATH FORMS

Wrongful Death Citation (WD-1)
Wrongful Death Petition (WD-2)
Account (WD-3)
Attorney's Affidavit (WD-4)
Waiver and Consent for Insurance Company (WD-5)
Waiver and Consent for Individual (WD-6)
Decree (WD-7)
Compromise Checklist -- Queens County Surrogate's Court
Compromise and Account Checklist -- Queens County Surrogate's Court

 

MISCELLANEOUS TAX FORMS

Application for Employer Indentification Number (SS-4)
Application for IRS Individual Taxpayer Identification Number (W-7)
Solicitud de Número de Identificación Personal del Contribuyente del Servicio de Imp. (W-7(SP))
Power of Attorney and Declaration of Representative (2848)
Instructions for Form 2848 (Power of Attorney and Declaration of Representative) (2848)
Application for Extension of Time To File a Return and/or Pay U.S. Estate Taxes (4768)
Application for Estate Tax Waivers/Releases of Estate Tax Lien (ET-30)
Estate Tax Waiver Notice (ET-99)
Tentative Payment of Estate Tax (ET-130)

 

MISCELLANEOUS STATE BAR MODEL FORMS

Compel Production of Will

Petition to Compel Production of Will
Order to Compel Production of Will
Examine Tax Return
Petition to Examine Tax Return
Order to Examine Tax Return
Open Safe Deposit Box
Petition to Open Safe Deposit Box
Order to Open Safe Deposit Box
Search Premises
Petition to Search Premises
Order to Search Premises
Service of Process
Affirmation and Application for Substituted Service
Application and Affidavit for Service of Process by Publication
Order for Service
Acknowledgment of Disclosure (Attorney-Executor)
Affidavit to Dispense with Filing of a Bond
Attorney-Fiduciary Checklist
Decree Granting Probate
Notice of Appearance
Report Pusuant to 22 NYCRR 207.42
Statement Pursuant to 22 NYCRR 207.16(e)
Verified Claim

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