Summary Administration Form (Page 3 of 4) in pdf

Summary Administration Form Page 3

Petitions for Sale of Real Property require the following:

a. A photocopy of the signed contract.

b. If filed prior to the end of the creditor claims period, the

proposed Order must state that the funds are to be placed into

the attorney’s escrow account and cannot be disbursed without

further order of the Court. If these funds exceed two hundred

fifty thousand dollars ($250,000.00), they must be placed in

more than one (1) account.

c. The legal description on the Petitions and motions containing

real property descriptions must appear as in public records, i.e.

Parcel ID plus physical address,

7. Petition to Determine Homestead

a. The legal description on the Petition and Order of Homestead

must appear as in public records, i.e. Parcel ID plus physical

address

b. Follow Kelly’s Homestead Paradigm (05/10 version attached),

which is a graphical instruction tool explaining the

interpretation of homestead law

8. When filing a Petition to Extend Time, the following is required:

a. If the estate is more than two (2) years old, a hearing is

required (may be telephonic).

b. The Personal Representative is required to sign the petition.

c. Leave the extension date blank on the proposed Order.

9. All intestate Formal Administration case require:

a. A Petition to Determine Beneficiaries

b. Affidavit of heirs by a disinterested person; updated form

attached.

c. A hearing with notice to all interested parties

d. If there is a spouse, the requirement is to use the Florida Bar

Form, “Petition fro Allocation of Spouse’s Share”

10. The Order Admitting Lost or Destroyed Will should have a photo copy

of the will attached as “Exhibit A attached hereto and made a part

hereof”

11. The inventory filed in an estate proceeding must include a detailed

description of all assets and where they are located. The following are

also required:

Summary Administration Form Page 3