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- LexisNexis® Automated New York State Bar Association's Surrogate's Forms
LexisNexis® Automated New York State Bar Association's Surrogate's Forms
Developed in collaboration with the New York State Bar Association
Availability: In Stock
|
- Eliminate repetitive typing and duplicative proofreadingEnter case specific information once and it is automatically placed in all relevant documents prepared for your clients case.
- Customize the system to your specificationsSelect names, addresses, and phone numbers for attorneys and courts from lists you can prepare and edit.
- Access Statutory MaterialStatutory material can be accessed directly from the form, which allows you to check statues or conduct research without having to fumble through books.
Developed jointly with the NYSBA and county clerks.
For Bar member discounts please call (800) 533-1637
View System Requirements
Topics Include:
Administration Forms
Administration c.t.a After Probate Forms
Administration d.b.n. Forms
Ancillary Administration Forms
Ancillary Probate Forms
Guardianship Forms
Issuance of Death Certificates for Individuals Missing at WTC
Judicial Accounting Forms
Probate Forms
Small Estates Forms
State Model Bar Forms
Tax Forms
Wrongful Death Forms
For a complete listing of forms click here
Purchase price includes free training.
To preview these forms or to purchase the online version click HERE
Discover how easy it is to electronically produce forms for filing in all 62 counties using New York State Bar Association's Surrogates Forms . With this automated forms package you can quickly repare clean, crisp forms that come out of your laser printer signature-ready! Accepted by clerks of the New York Surrogate's Courts, this product eliminates the hassles of typing paper forms and properly formatting them for each jurisdiction. New York State Bar Associations Surrogates Forms, powered by HotDocs, is the only complete, computerized forms library available, containing all the official forms promulgated by the Office of Court Administration (OCA), as well as Model Forms.
Keep up-to-date with the latest forms. The new Update Template Sets feature ensures that you always have the latest enhancements.
Legal forms change frequently. Each time you start HotDocs, it automatically checks for updates to your forms set, provided you have an open Internet connection. If any updates are available, you will see a flashing update icon in the status bar (lower right-hand corner of the HotDocs library window).
You also have the option to receive e-mail notification each time this product is updated by registering for E-mail Update Notifications.
Here are some of the ways New York State Bar Associations Surrogates Forms will make you more efficient:
Attorney and Court Setup
Attorney Intake
Court Intake
Court Setup (Overlay Answer File)
Client Setup
Initial Client Setup for Probate
Initial Client Setup for Probate - Printable Summary
Initial Client Setup for Administration
Initial Client Setup for Administration c.t.a. After Probate
Client Questionnaire
Probate Forms
Attorney's § 207.4(b) Certification in Probate Proceeding of No Substantive Changes in Forms
Cover Page for Probate Proceeding (includes non-frivolous certification)
Petition for Probate (P-1)
Petition for Probate (P-1) (Pre-1999 version)
Petition for Probate (P-1) (Short version based on 4-page Kings County form)
Additional Combined Verifications (for P-1)
New Individual Combined Verification, Oath and Designation (for P-1) (inside New York State)
New Individual Combined Verification, Oath and Designation (for P-1) (outside New York State)
New Individual Combined Verification, Oath and Designation (for P-1) (Albany County)
New Individual Combined Oath and Designation for Executor/Trustee Not Acting As Petitioner (for P-1)
Combined Corporate Verification, Consent and Designation (for P-1)
Combined Oath and Designation (for P-1)
Application for Preliminary Letters Testamentary (P-2)
Additional Designations 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)
Oath and Designation of Trustee (for P-2)
Affidavit of Attesting Witness (P-3)
Waiver of Process; Consent to Probate (P-4)
Waiver Cover Letter to Probate Distributees
Waiver Cover Letter to Probate Distributees (Alternate)
Waiver Recipients - Probate - Mailing List
Order for Publication
Probate Citation (P-5); 4 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
Decree of Probate (Nassau County)
Decree Granting Probate (Bronx County)
Decree Granting Probate (New York County)
Decree Granting Probate (Queens County)
Decree Granting Probate (Westchester County)
Decree Granting Probate to Guardian ad Litem (Bronx County)
Inventory of Assets (Rule § 207.20(a)) (I-1)
Inventory of Assets - Schedules (I-1)
Family Tree (FT-1)
Family Tree Affidavit
Affidavit of Heirship and Family Tree
Petition for Probate Signature Page
Affidavit of Mailing of Citation
Order for Service by Mail
Affidavit by Fiduciary
Affidavit by Fiduciary (Erie County)
Affidavit of Attorney-Fiduciary (22 NYCRR § 207.52)
Affidavit of Fitness to Serve as Fiduciary
Petition for Issuance of Letters of Trusteeship
List of Interested Parties
Administration Forms
Attorney's § 207.4(b) Certification in Administration Proceeding of No Substantive Changes
Cover Page for Administration Proceeding (includes non-frivolous certification)
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)
Order for Publication
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)
Waiver Cover Letter to Administration Distributees
Waiver Recipients - Administration - Mailing List
Affidavit of Service of Citation (Adult) (A-10)
Petition for Letters of Administration Signature Page
Family Tree (FT-1)
Family Tree Affidavit
Affidavit of Heirship and Family Tree
Back for Administration Proceeding
Decree Granting Limited Letters of Administration
Decree Granting Letters of Administration with Limited Authority
Decree Granting Letters of Administration w/ Limited Authority Due to Fiduciary Conflict of Interest
Notice Cover Letter to Probate Distributees
Informal Closing Statement
Informal Closing Statement (Niagara County)
Informal Closing Statement (Niagara County) - Summary Account
Decree Granting Letters of Administration (Bronx County)
Renunciation of Intestate Share
Affidavit of Party Renouncing Intestate Share
Notice of Renunciation of Intestate Share
Release and Discharge of Administrator of Deceased
List of Interested Parties
Small Estates Forms
Attorney's Certification in Settlement of Small Estate under Article 13 of No Substantive Changes
Affidavit in Relation to Settlement of Estate under Article 13, SCPA (SE-2A)
Amended Affidavit in Relation to Settlement of Estate under Article 13, SCPA (SE-2B)
Affidavit in Relation to Settlement of Estate under Article 13, SCPA (SE-3A)
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, SCPA (SE-1A)
Amended Affidavit in Relation to Settlement of Estate under Article 13, SCPA (SE-1B)
Guardianship Forms for SCPA 17 and SCPA 17A Filings
Consent of Guardian ad Litem
Consent to Act as Guardian ad Litem
Order Appointing the Guardian ad Litem
Order Appointing Guardian ad Litem
Report and Recommendation of Guardian ad Litem
Guardianship of Infant
Attorney's § 207.4(b) Certification in Article 17 Guardianship Proceeding of No Substantive Changes
Guardianship Citation (G-1)
Petition for Appointment of a Guardian (Infant Only) (G-2A)
Petition for Appointment of a Guardian (Person and Property/Property Only) (G-2B)
Affidavit of Proposed Guardian (G-3)
Affidavit of Parent (G-4)
Waiver, Renunciation, and Consent (G-5)
Decree Appointing Guardian (Joint Control) (G-6A)
Decree Appointing Guardian (Bond) (G-6B)
Annual Account of Guardian (Non-Bonded) (G-7A)
Annual Account of Guardian (Bonded) (G-7B)
Petition for Withdrawal of Infant's Property for Support and Education (G-8)
Order Permitting Withdrawal of Infant's Property for Support and Education (G-9)
Petition to Close Guardianship Account (Former Infant) (G-10A)
Petition to Close Guardianship Account (Guardian) (G-10B)
Release Settling Accounts (G-11)
Decree Closing Guardianship Account (Infant) (G-12A)
Decree Closing Guardianship Account (Guardian) (G-12B)
Guardianship of Mentally and Developmentally Disabled Person (17-A)
Attorney's § 207.4(b) Certification in Art. 17-A Guardianship Proceeding of No Substantive Changes
Petition for Appointment of Guardian (SCPA Article 17-A) (GMD-1)
Affidavit of Proposed Guardian (GMD-1A)
Affidavit (Certification) of Examining Physician or Licensed Psychologist (GMD-2A)
Affirmation (Certification) of Examining Physician (GMD-2B)
Waiver of Process, Renunciation and Consent to Appointment of Guardian (GMD-3)
Consent, Oath and Designation (GMD-4)
Decree Appointing Guardian (GMD-5)
Decree Appointing Limited Guardian of Property (GMD-6)
17-A Guardianship Citation (GMD-7)
Notice of Petition Pursuant to SCPA 1753(2) (GMD-8)
Back - Notice of Settlement Appointing Co-Guardians of the Person
Standby Guardianship of Infant
Attorney's § 207.4(b) Certification in Standby Guardianship Proceeding of No Substantive Changes
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 (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)
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)
Compulsory Accounting Citation (JA-9)
Petition for a Compulsory Accounting and Related Relief (SCPA 2205) (JA-10)
Order for a Compulsory Accounting
Order for Judicial Settlement
Objections to Accounting by Trustee
Release, Discharge and Approval of Accounts of Executor
Affidavit Supplementing Account on Petition for Judicial Settlement of Account of Executor
Petition for Advance Payment of Commissions/Fees
Consent to Advance Payment of Commissions
Order for Advance Payment of Commissions/Fees
Affirmation re: Fees for Legal Services
Ancillary Probate Forms
Attorney's § 207.4(b) Certification in Ancillary Probate Proceeding of No Substantive Changes
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)
Decree Granting Ancillary Probate
Waiver and Consent for Ancillary Probate Proceeding
Decree Granting Ancillary Letters Testamentary (Bronx County)
Ancillary Administration Forms
Attorney's § 207.4(b) Certification in Ancillary Administration Proceeding of No Substantive Changes
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)
Affidavit Concerning Deliverability of Process Served by Mail
Decree Granting Ancillary Letters Testamentary
Decree Granting Ancillary Letters of Administration (Bronx County)
Administration c.t.a. After Probate Forms
Attorney's Certification in Letters of Administration c.t.a. Proceeding of No Substantive Changes
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
Decree Granting Letters of Administration c.t.a.
Administration d.b.n. Forms
Attorney's § 207.4(b) Certification in Administration d.b.n. Proceeding of No Substantive Changes
Petition for Letters of Administration d.b.n. (ADM/DBN-1)
Additional Combined Verifications (for ADM/DBN-1)
Individual Combined Verification, Oath and Designation (for ADM/DBN-1)
New Individual Combined Verification, Oath and Designation (for ADM/DBN-1) (inside New York)
New Individual Combined Verification, Oath and Designation (for ADM/DBN-1) (outside New York)
Combined Corporate Verification, Consent and Designation (for ADM/DBN-1)
New Combined Corporate Verification, Consent and Designation (for ADM/DBN-1) (inside New York)
New Combined Corporate Verification, Consent and Designation (for ADM/DBN-1) (outside New York)
Administration d.b.n. Citation (ADM/DBN-2)
Waiver, Renunciation and Consent to Administration d.b.n. (ADM/DBN-3)
Consent to Appointment of Administrator d.b.n. (Corp.) (ADM/DBN-4)
Notice of Application for Letters of Administration d.b.n. (ADM/DBN-5)
Affidavit of Mailing Notice of Application for Letters of Administration d.b.n. (ADM/DBN-6)
Notice to the Consul General (ADM/DBN-7)
Affidavit of Service of Citation (Adult) (ADM/DBN-8)
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
Adoption Forms
Petition for Adoption (Agency) (1-A)
Verified Schedule (Agency) (1-B)
Petition for Adoption (Private Placement) (1-C)
Affidavit (Change of Circumstance since Certification) (Private Placement) (1-Ca)
Child's Medical History (Adoption) (1-D)
Affirmation Regarding Venue (1-E)
Determination of Family Court Judge Regarding Venue (1-F)
Order Regarding Venue (1-G)
Agreement of Adoption and Consent (Agency) (2-A)
Agreement of Adoption (Private-Placement) (2-B)
Consent of Child Over 14 (Agency) (2-C)
Consent of Child Over 14 (Private Placement) (2-D)
Affidavit & Consent of Custodian (Other Than Birth or Legal Parent--Private Placement) (2-E)
Judicial Consent (Birth or Legal Parent--Private Placement) (2-F)
Judicial Consent (Birth or Legal Parent--Private Placement Step-Parent) (2-Fa)
Extrajudicial Consent (Birth or Legal Parent--Private Placement) (2-G)
Extrajudicial Consent (Birth or Legal Parent--Private Placement Step-Parent) (2-Ga)
Order Directing Service of Notice (3)
Notice of Proposed Adoption (4)
Order of Publication (Agency) (5)
Order for Investigation (6)
Order for Investigation (Agency) (6-A)
Order of Investigation (Private Placement) (6-B)
Report of Investigation (Private Placement) (7)
Affidavit Identifying Party (Agency) (8-A)
Affidavit Identifying Party (Private-Placement) (8-B)
Affidavit Identifying Party (Private Placement) (8-C)
Affidavit of Financial Disclosure - Parents (Agency) (9-A)
Affidavit of Financial Disclosure - Parents (Private-Placement) (9-B)
Supplemental Affidavit (Agency) (10-A)
Supplemental Affidavit (Private-Placement) (10-B)
Affidavit Regarding Status of Appeal (10-C)
Order to Show Cause (Removal of Child from Adoptive Home) (11)
Order Removing Child from Adoptive Home (12)
Order of Adoption (Agency) (13-A)
Order of Adoption (Private-Placement) (13-B)
Certificate of Adoption (14)
Order of Incorporation of Post-Adoption Contact Agreement (Agency Adoption) (14-A)
Application for Certified Copy of Adoption Order (Before Sealing of Records) (15-A)
Order for Certified Copy of Adoption Order (Before Sealing of Records) (15-B)
Application for Certified Copy of Adoption Order (After Sealing of Records) (16-A)
Order for Certified Copy of Adoption Order (After Sealing of Records) (16-B)
Petition for Enforcement of Post-Adoption Contact Agreement (After Adoption Finalization) (17)
Order Determining Petition for Enforcement of Post-adoption Contact Agreement (18)
Petition for Temporary Guardianship (21-A)
Order for Temporary Guardianship (21-B)
Notice of Petition for Temporary Guardianship (21-C)
Notice of Denial of Withdrawal of Application for Removal of Child (21-D)
Affidavit of Change of Circumstance Since Certification as Qualified Adoptive Parent (21-E)
Petition (Certification as a Qualified Adoptive Parent) (Private-Placement) (22)
Affidavit and Report of Disinterested Person Regarding Cert. as Qualified Adoptive Parent (23)
Order (Certification as a Qualified Adoptive Parent) (24)
Order for Conditional Certification as Qualified Adoptive Parent (25)
Petition for Extension of Expired Certification (Private Placement Adoption) (26)
Affidavit and Report (Disinterested Person - Extension of Expired Certification) (26-A)
Petition for Access to Sealed Adoption Records (27-A)
Notice of Petition for Access to Sealed Adoption Records (27-B)
Affidavit of Service of Petition for Access to Sealed Adoption Records (27-C)
Waiver of Notice of Petition for Access to Sealed Adoption Records (27-D)
Order on Petition for Access to Sealed Adoption Records (27-E)
NYS Unified Court System Attorney's Affidavit (Agency & Private Placement Adoptions) (UCS836)
Tax Forms
Internal Revenue Service Forms
Application for Employer Identification Number (SS-4)
Application for IRS Individual Taxpayer Identification Number (W-7)
Application for Taxpayer Identification Number for Pending U.S. Adoptions (W-7A)
Solicitud de Número de Identificación (W-7(SP))
Application for Preparer Tax Identification Number (W-7P)
Request for Taxpayer Identification Number and Certification (W-9)
Notice Concerning Fiduciary Relationship (56)
United States Estate (and Generation-Skipping Transfer) Tax Return (706) (2008)
United States Estate (and Generation-Skipping Transfer) Tax Return (706) (2007)
United States Estate (and Generation-Skipping Transfer) Tax Return (706) (2006)
United States Additional Estate Tax Return (706-A)
Certificate of Payment of Foreign Death Tax (706-CE)
Generation-Skipping Transfer Tax Return for Distributions (706-GS(D))
Notification of Distribution from a Generation-Skipping Trust (706-GS(D-1))
Generation-Skipping Transfer Tax Return for Terminations (706-GS(T))
United States Estate (and Generation-Skipping Transfer) Tax Return (706-NA) (2008)
United States Estate (and Generation-Skipping Transfer) Tax Return (706-NA) (2006)
United States Estate (and Generation-Skipping Transfer) Tax Return (706-NA) (2005)
United States Estate Tax Returns for Qualified Domestic Trusts (706-QDT)
United States Gift (and Generation-Skipping Transfer) Tax Return (709) (2008)
United States Gift (and Generation-Skipping Transfer) Tax Return (709) (2007)
United States Gift (and Generation-Skipping Transfer) Tax Return (709) (2006)
Life Insurance Statement (712)
United States Income Tax Return for Estates and Trusts (1041) (2008)
United States Income Tax Return for Estates and Trusts (1041) (2007)
United States Income Tax Return for Estates and Trusts (1041) (2006)
Capital Gains and Losses (1041 Schedule D) (2008)
Capital Gains and Losses (1041 Schedule D) (2007)
Capital Gains and Losses (1041 Schedule D) (2006)
Alternative Minimum Tax - Estates and Trusts (ATM) (1041 Schedule I) (2008)
Accumulation Distribution for Certain Complex Trusts (1041 Schedule J) (2008)
Accumulation Distribution for Certain Complex Trusts (1041 Schedule J) (2007)
Accumulation Distribution for Certain Complex Trusts (1041 Schedule J) (2006)
Beneficiary's Share of Income, Deductions, Credits, etc. (1041 Schedule K-1) (2008)
Beneficiary's Share of Income, Deductions, Credits, etc. (1041 Schedule K-1) (2007)
Beneficiary's Share of Income, Deductions, Credits, etc. (1041 Schedule K-1) (2006)
United States Information Return Trust Accumulation of Charitable Amounts (1041-A)
Estimated Income Tax for Estates and Trusts (1041-ES) (2009)
Estimated Income Tax for Estates and Trusts (1041-ES) (2008)
Estimated Income Tax for Estates and Trusts (1041-ES) (2007)
United States Income Tax Return for Qualified Funeral Trusts (1041-QFT) (2008)
United States Income Tax Return for Qualified Funeral Trusts (1041-QFT) (2007)
United States Income Tax Return for Qualified Funeral Trusts (1041-QFT) (2006)
Allocation of Estimated Tax Payments to Beneficiaries (1041-T) (2008)
Allocation of Estimated Tax Payments to Beneficiaries (1041-T) (2007)
Allocation of Estimated Tax Payments to Beneficiaries (1041-T) (2006)
Power of Attorney and Declaration of Representative (2848)
Application for Certificate Discharging Property Subject to Federal Estate Tax Lien (4422)
Request for Copy of Tax Return (4506)
Request for Transcript of Tax Return (4506-T)
Application for Extension of Time to File a Return and/or Pay U.S. Estate Taxes (4768)
Application for Automatic Extension of Time To File Certain Business Income Tax Returns (7004)
Tax Information Authorization (8821)
Entity Classification Election (8832)
New York State Department of Taxation and Finance Forms
New York State Estate Tax Power of Attorney (ET-14)
Stipulation Reserving Domicile (ET-20)
Application for Estate Tax Waivers/Releases of Estate Tax Lien (ET-30) (2008)
Application for Estate Tax Waivers/Releases of Estate Tax Lien (ET-30) (2004)
Application for Estate Tax Waivers/Releases of Estate Tax Lien (ET-30) (1999)
New York State Estate Tax Certification (ET-85)
Estate Tax Waiver Notice (ET-99)
New York State Estate Tax Report of Federal Audit Changes (ET-115.1)
New York State Release of Lien of Estate Tax (ET-117)
Tentative Payment of Estate Tax (ET-130)
New York State Application for Extension of Time to File and/or Pay Estate Tax (ET-133)
New York State Estate Tax Domicile Affidavit (ET-141)
Computation of Credit for Estate Tax on Prior Transfers (ET-190)
Computation of Estate Tax Credit for Agricultural Exemption (ET-411)
New York State Estate Tax Return (ET-706)
Authorization for Release of Photocopies of Tax Returns and/or Tax Information (DTF-505)
New York State Fiduciary Income Tax Return (IT-205)
New York State Fiduciary Allocation (IT-205-A)
New York State Allocation of Estimated Tax Payments to Beneficiaries (IT-205-T)
Power of Attorney (POA-1)
Bill of Costs--Taxation of Costs (SCPA)
Bill of Costs--Taxation of Costs (CPLR)
New York State Office of Children and Family Services Forms
Request for Information Guardianship Form (OCFS-3909)
Request for Information Regarding Private Adoption (OCFS-3937)
Order of Adoption Family Court/Surrogate Court Request Form (OCFS-4156)
New York State Office of Court Administration Forms
Statement of Approval of Compensation (UCS-875)
New York State Bar Association Model Forms
Compel Production of Will
Petition to Compel Production of Will
Order to Compel Production of Will
Contempt
Petition for Enforcement of Order Pursuant to SCPA § 606
Order to Show Cause for Contempt of Court
Discharge of Legal Representative
Petition for Discharge of Legal Representative
Decree Discharging Legal Representative
Disclaimer
Renunciation and Disclaimer of Interests in Estate
Affidavit in Support of Renunciation and Disclaimer
Affirmation/Affidavit of Service
Examine Tax Return
Petition to Examine Tax Return
Order to Examine Tax Return
Judicial Settlement
Affidavit of Compliance with Judicial Settlement Decree
Affirmation of Compliance with Decree and Request for Order and Discharge
Order for a Compulsory Accounting
Order for Judicial Settlement
Open Safe Deposit Box
Order to Open Safe Deposit Box
Petition to Open Safe Deposit Box
Petition to Search Safe Deposit Box
Petition to Examine Safe Deposit Box (Queens County)
Order to Open Safe Deposit Box (Queens County)
Preliminary Letters Testamentary
Order for Preliminary Letters Testamentary
Order Extending Preliminary Letters Testamentary
Order Extending Preliminary Letters Testamentary (Nassau County)
Application for Extension of Preliminary Letters Testamentary - Schedule
Application for Extension of Preliminary Letters Testamentary (Nassau County)
Search Premises
Petition to Search Premises
Order to Search Premises
Service of Process
Affidavit of Service of Citation by Mail
Affirmation and Application for Substituted Service
Application and Affidavit for Service of Process by Publication
Order of Service
Petition for Substituted Service of Citation
Order for Substituted Service
Successor Executor/Administrator
Petition for Successor Letters Testamentary/Letters of Administration
Waiver and Consent to Petition for Successor Letters Testamentary/Administration
Order Appointing Successor Executor/Administrator
Waiver
Waiver Cover Letter to Probate Distributees
Waiver Cover Letter to Probate Distributees (Alternate)
Waiver Recipients - Probate - Mailing List
Waiver Cover Letter to Administration Distributees
Waiver Recipients - Administration - Mailing List
Miscellaneous Forms
Acknowledgment by a Person within New York State (RPL §309-a)
Acknowledgment by a Person outside New York State (RPL §309-b)
Acknowledgment of Disclosure (Attorney-Executor)
Affidavit to Dispense with Filing of a Bond
Affidavit to Dispense with Filing of a Bond (New York County)
Attorney-Fiduciary Checklist
Authorization of Appearance
Back
Bond Affidavit for Letters of Administration
Consent to Change Attorney
Decree for Preliminary Letters Testamentary
Decree Granting Probate
Kinship Affidavit
Notice of Appearance
Notice of Election by Surviving Spouse
Order for Publication
Petition for Preliminary Letters Testamentary
Proof of Will
Report Pursuant to 22 NYCRR 207.42
Staples Affidavit
Statement Pursuant to 22 NYCRR 207.16(e)
Verified Claim
Verified Claim (Graphical Version)
Power of Attorney
Durable General Power of Attorney (Statutory Short Form)
Issuance of Death Certificates for Individuals Missing at World Trade Center
Procedure for Issuance of Death Certificates for Individuals Currently Missing at the WTC
Affidavit by Employer for Issuance of Death Certificate
Affidavit by Government Official Concerning Government Employees Involved in Rescue Efforts
Affidavit by Person with Personal Knowledge for Issuance of Death Certificate
Affidavit by Representative of the Airline
Affidavit in Support of Judicial Declaration of Death
Affidavit in Support of Petition for Letters of Temporary Administration & Letters of Administration
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