Summary Administration Form

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Summary Administration
: The following items are required for
Summary Administrations:
 A paid funeral bill (if less than 2 years)
 An affidavit of No Separate Writing, if the will indicates a separate writing and
there is not one being filed.
 When requested the last four digits of the decedent’s social security number may
be used.
 A Probate Asset
Homestead property is not a probate asset.
Exempt property does not qualify as a probate asset.
 A detailed description of all assets on both the petition and proposed order
Do not place the homestead property on the Order of Summary
Administration
The Bar form does not require that both exempt and homestead property
be listed on the Petition
 An “Affidavit of Heirs” by a disinterested person for interstate estates; updated
form is attached.
 Claims filed in Summary Administration will delay the processing of case:
Florida Statute 735.201 (2):
731.201 Summary administration; nature of proceedings—Summary
administration may be had in the administration of either a
resident or nonresident decedent’s estate, when it appears:
(1) In a testate estate that the decedent’s will does not direct
administration as required by chapter 733.
(2) That the value of the entire estate subject to administration in
this state, less the value of property exempt from the claims of
creditor, does not exceed $75,000 or that the decedent has been
dead for more than 2 years.

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