Full Description

Simplify Settling an Estate

Settling a loved one’s estate—whether a will is present or not—is not difficult, but it is filled with many technicalities. Probate and Settle an Estate in Florida clarifies all of these rules and takes you through the process in an easy-to-understand fashion. Let it help you put this trying time behind you.

Learn how to:
--Present a Will for Probate
--End Claims Made by Creditors
--Use Summary Procedures
--Close an Estate with No Will

Essential Documents you need to:
--Protect Your Family
--Distribute Property
--Resolve Tax-Related Matters
--Finalize Outstanding Issues
--And much more . . .

Table of Contents

Using Self-Help Law Books -

Introduction -

Chapter 1: An Overview of Probate -
When Probate Is Necessary
Different Probate Procedures
Types of Ownership of Property
Property Subject to Probate
Representing the Estate
Estate and Inheritance Taxes
Nonresident Decedent
Filing Fees
Execution of Documents
Length of Probate
Simple Probate
Using an Attorney
Finding an Attorney
Other Things to Do

Chapter 2: Formal Administration with a Will -
The Probate Process
Petition for Administration
Notice of Petition for Administration
Oath of Personal Representative
Designation of Resident Agent
Oath of Witness
Commission
Lost or Misplaced Will
Death Certificate
Filing Fees
Bond
Order Admitting Will to Probate and Appointing Personal Representative
Letters of Administration
Notice of Administration
Notice to Creditors
When Debts Exceed Assets
Administering the Estate
IRS Form SS-4
Inventory
Exempt Property
Homestead
Spouse’s Share
Preliminary Notice and Report
Adversary Proceedings
Order of Payment
Unclaimed Property
(Final) Accounting of Personal Representative and Petition for Discharge
Receipt of Beneficiaries
Order of Discharge
Tax Returns

Chapter 3: Formal Administration without a Will -
The Probate Process
Petition for Administration
Notice of Petition for Administration
Oath of Personal Representative
Designation of Resident Agent
Death Certificate
Filing Fees
Bond
Order Admitting Will to Probate and Appointing Personal Representative (without a Will)
Letters of Administration
Notice of Administration
Notice to Creditors
When Debts Exceed Assets
Administering the Estate
IRS Form SS-4
Inventory
Exempt Property
Homestead
Spouse’s Share
Preliminary Notice and Report
Adversary Proceedings
Order of Payment
Unclaimed Property
(Final) Accounting of Personal Representative and Petition for Discharge
Receipt of Beneficiaries
Order of Discharge
Tax Returns

Chapter 4: Small Estate Summary Administration with a Will -
Oath of Witness
Commission
The Petition
Order of Summary Administration
Preliminary Notice and Report
Notice to Creditors
Converting from Formal Administration to Summary Administration

Chapter 5: Small Estate Summary Administration without a Will -
The Petition
Order of Summary Administration
Preliminary Notice and Report
Notice to Creditors
Converting from Formal Administration to Summary Administration

Chapter 5: Disposition of Personal Property without Administration
Income Tax Refunds

Glossary -

Appendix A: Florida Statutes -

Appendix B: Florida Probate Rules -

Appendix C: Florida Probate Checklists

Appendix D: Blank Forms

Index

Excerpt

Editorial Reviews

Customer Reviews

Customer Reviews: