Estate Questionnaire
New Jersey Decedent
IN CONNECTION WITH THE ESTATE OF _________________________________________, DECEASED
PERSONAL REPRESENTATIVE (EXECUTOR or ADMINISTRATOR): _________________________________________
1.
STATE THE DATE OF DEATH________________________________________
(IF DATE OF DEATH IS LESS THAN ONE YEAR FROM PRESENT DATE, PLEASE SIGN INDEMNITY OF
ESTATES DEBTS FORM PROVIDED BY THE COMPANY)
2.
STATE THE PLACE OF DEATH_______________________________________
3.
DID DECEDENT LEAVE A LAST WILL AND TESTAMENT?
YES
NO
IF YES, WHERE WAS THE WILL PROBATED? STATE: ______ COUNTY:____________
4.
HAS A CAVEAT BEEN FILED OR THREATENED TO BE FILED AGAINST THE WILL?
YES
NO
5.
IF DECEDENT DID NOT LEAVE A WILL WHERE AND WHEN WERE LETTERS OF ADMINISTRATION ISSUED?
STATE: ______ COUNTY: ____________
DATE LETTERS ISSUED: ____________________________________
6.
WHO ARE THE DEVISEES OR HEIRS AT LAW OF THE DECEDENT AND WHAT IS THEIR RELATIONSHIP TO
THE DECEDENT?
Name
Relationship
_____________________________________
______________________________________
_____________________________________
______________________________________
_____________________________________
______________________________________
_____________________________________
______________________________________
_____________________________________
______________________________________
USE ADDITIONAL PAGE(S) FOR MORE NAMES.
7.
STATE APPROXIMATE GROSS VALUE OF ESTATE AS COMPUTED UNDER FEDERAL LAW.
_____________________________________
8.
STATE APPROXIMATE OF CASH AND LIQUID SECURITIES NOW HELD IN THE ESTATE ACCOUNT.
_____________________________________
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