Florida Lawyers Support Services, Inc. PO Box Orlando, Florida Fax PROBATE FORMS
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1 Florida Lawyers Support Services, Inc. PO Box Orlando, Florida Fax PROBATE FORMS Effective January 1, 2015 Developed by members of the Real Property, Probate and Trust Law Section of The Florida Bar. Forms carry the Supreme Court required 3" x 3" blank square for Court Clerk's use. Probate Judges prefer and some require the use of 2015 FLSSI forms. Firm: Attorney Name: Attorney Bar #: Physical Address: City/State/Zip: Phone: ( ) Address: OPTION # FORMS AND INDEX -.PDF ON DISK $ This disk provides forms in locked.pdf format, which will only allow the user to open and print forms. These forms are not interactive and are not able to be saved or modified in any way. This price includes taxes, shipping, and handling. OPTION # FORMS AND INDEX - 1 PHYSICAL COPY OF EACH $ This price includes taxes, shipping, and handling OPTION # FORMS A LA CART Orders must meet a $30.00 minimum, which can include the shipping and handling fee. Each set is equal to ten copies of the selected form. Option #3 (totals from pages 2-9) $ Florida Sales Tax 6.5% (Florida resident only) $ Shipping/Handling $ 9.00 Option #3 TOTAL $ If you are looking for the 2015 Probate Forms in an interactive or program format please visit to view our list of official licensed vendors. METHOD OF PAYMENT Either mail this form with check to the address listed above or include credit card information and fax to VISA or MasterCard ONLY. $ / Charge Card Number Exp. Date Signature of Cardholder Credit card billing address (If different from shipping address above) Printed Name of Cardholder ============================================================== Check # $ Authorization Date / /2015 # SHIP DATE / /2015 LB $ # January 2015 OFFICE
2 I. GENERAL PROBATE RELATED FORMS P Petition to Open Safe Deposit Box P Order to Open Safe Deposit Box P Caveat by Creditor (non resident) P Caveat by Creditor (resident) P Caveat by Interested Person (other than creditor nonresident) P Caveat by Interested Person (other than creditor resident) P Request for Notice and Copies P Formal Notice P Formal Notice (adversary) P Proof of Service of Formal Notice P Proof of Service of Formal Notice (adversary) P Notice of Action (formal notice by publication) P Notice of Hearing P Notice of Hearing (adversary) P Consent and Waiver of Notice P Consent and Waiver of Notice (copy attached) P Joinder, Waiver and Consent P Notice of Disqualification of Personal Representative P Notice of Confidential Information Within Court Filing P Notice of Confidential Information Within Court Filing (contemporanious filing) P Notice of Trust (FORMERLY P ) P Notice of Designation of Addresses for Service of Documents II. FORMS FOR ABBREVIATED PROBATE PROCEEDINGS P Disposition of Personal Property without Administration (verified statement) P Petition for Summary Administration (testate single petitioner) P Petition for Summary Administration (testate- multiple petitioners) P Petition for Summary Administration (intestate single petitioner) 2
3 P Petition for Summary Administration (intestate multiple petitioners)) P Petition for Summary Administration (testate nonresident decedent single petitioner) P Petition for Summary Administration (testate nonresident decedent multiple petitioners) P Petition for Summary Administration (intestate nonresident decedent single petitioner) P Petition for Summary Administration (intestate nonresident decedent multiple petitioners) P Order of Summary Administration (testate) P Order of Summary Administration (intestate) P Order of Summary Administration (testate nonresident decedent) P Order of Summary Administration (intestate nonresident decedent) P Notice to Creditors (summary administration) P Order Admitting Will to Probate (summary administration) P Order Admitting Will to Probate (Summary Administration - self proved) P Petition to Admit Foreign Will to Record P Order Admitting Foreign Will to Record III. OPENING FORMAL ADMINISTRATION P Petition for Administration (testate Florida resident-single petitioner) P Petition for Administration (testate Florida resident-multiple petitioners and single PR) P Petition for Administration (testate Florida resident- multiple petitioners and PRs) P Petition for Administration (intestate Florida resident-single petitioner) P Petition for Administration (intestate Florida resident--multiple petitioners and single PR) P Petition for Administration (intestate Florida resident-multiple petitioners and PRs) P Petition for Administration (testate nonresident-single petitioner) P Petition for Administration (testate nonresident-multiple petitioners and single PRs) P Petition for Administration (testate nonresident-multiple petitioners and personal representatives) 3
4 P Petition for Administration (intestate nonresident-single petitioner) P Petition for Administration (intestate nonresident-multiple petitioners and single PRs) P Petition for Administration (intestate nonresident-multiple petitioners and PRs) P Waiver of Notice by Domiciliary Personal Representative P Waiver of Priority, Consent to Appointment of Personal Representative, and Waiver of Notice and Bond (single) P Waiver of Priority, Consent to Appointment of Personal Representative, and Waiver of Notice and Bond (multiple) P Oath of Witness to Will P Oath of Witness to Will (copy) P Oath of Witness to Codicil P Oath of Witness to Codicil (copy) P Proof of Will P Proof of Codicil P Petition for Appointment of Commissioner P Commission P Order Admitting Will to Probate and Appointing Personal Representative (single) P Order Admitting Will to Probate and Appointing Personal Representative (corporate) P Order Admitting Will to Probate and Appointing Personal Representatives (multiple) P Order Admitting Will to Probate and Appointing Personal Representative (self-proved, singular) P Order Admitting Will to Probate and Appointing Personal Representative (self-proved, corporate) P Order Admitting Will to Probate and Appointing Personal Representatives (self-proved, multiple) P Order Appointing Personal Representative (intestate-single) P Order Appointing Personal Representative (intestate-corporate) P Order Appointing Personal Representatives (intestate-multiple) P Order Admitting Codicil to Probate P Order Admitting Codicil to Probate (selfproved) 4
5 P Order Admitting Will of Nonresident to Probate and Appointing Personal Representative P Order Admitting Will of Nonresident to Probate and Appointing Personal Representative (corporate) P Order Appointing Personal Representative of Nonresident (intestate) P Order Appointing Personal Representative of Nonresident (intestate-corporate) P Petition to Waive Bond of Personal Representative P Waiver of Bond by an Interested Person P Bond of Personal Representative P Oath of Personal Representative and Designation and Acceptance of Resident Agent P Designation of Successor Resident Agent and Acceptance P Oath of Corporate Personal Representative P Letters of Administration (single personal representative) P Letters of Administration (multiple personal representatives) P Ancillary Letters of Administration P Notice to Creditors P Notice of Administration P Waiver of Service of Notice of Administration (testate) P Receipt of Notice of Administration P Waiver of Service of Notice of Administration (intestate) P Proof of Service of Notice of Administration P Statement Regarding Creditors (individual) P Statement Regarding Creditors (corporate) P Inventory P Inventory (ancillary) P Notice to Beneficiaries Regarding Inventory P Request for Copy of Inventory P Proof of Service of Inventory 5
6 P Petition to Extend Time for Filing Inventory P Order Extending Time for Filing Inventory P Notice of Federal Estate Tax Return Due P Personal Representative's Proof of Claim (debts paid) P Personal Representative's Proof of Claim (debts to be paid) P Statement of Claim by P Objection to Claim P Objection to Personal Representative's Proof of Claim (items listed as to be paid ) P Proof of Service of Objection to Claim P Proof of Service of Objection to Claim (by attorney) P Notice to Creditor to File Petition for Extension # $2.00 each P Petition for Order Striking Untimely Filed Claim P Order Striking Untimely Filed Claim P Satisfaction and Release of Claim IV. SPECIAL PROCEEDINGS P Petition for Allocation of Spouse's Share (lineal descendants are issue of spouse decedent died prior to October 1, 2011) P Order Allocating Spouse's Share (lineal descendants are issue of spouse decedent died prior to October 1, 2011) P Petition to Determine Exempt Property P Order Determining Exempt Property (surviving spouse) P Order Determining Exempt property (children of decedent; no surviving spouse) P Petition for Family Allowance P Order Authorizing Payment of Family Allowance (periodic payments) P Order Authorizing Payment of Family Allowance (lump sum) P Notice of Personal Representative Taking Possession of Protected Homestead # $4.00 each P Petition to Determine Homestead Status of Real Property (intestate) 6
7 P Petition to Determine Homestead Status of Personal Representative (testate) P Election of Surviving Spouse to Take a One- Half Interest of Decedent s Interest in Homestead Property P Order Determining Homestead Status of Real Property (intestate--spouse, no lineal descendants- exempt from claims) P Order Determining Homestead Status of Real Property (intestate--lineal descendants, no spouse- exempt from claims) P Order Determining Homestead Status of Real Property (intestate spouse, lineal descendants exempt from claims) P Order Determining Homestead Status of Real Property (intestate heirs, no spouse or lineal descendants, exempt from claims) # $4.00 P Order Determining Homestead Status of Real Property (testate-not devised, spouse and minor child - exempt from claims) P Order Determining Homestead Status of Real Property (testate - not devised, minor child but no surviving spouse - exempt from claims) # $4.00 each P Order Determining Homestead Status of Real Property (testate--validly devised, spouse, no minor child- exempt from claims) P Order Determine Homestead Status of Real Property (testate - validly devised, heirs, no spouse or minor child- exempt from claims) P Order Determining Homestead Status of Real Property (testate--validly devised to persons other than heirs, no spouse or minor - not exempt from claims) P Election to Take Elective Share P Proof of Service of Election to Take Elective Share P Notice of Election to Take Elective Share P Proof of Service of Notice of Election to Take Elective Share P Order Determining Spouse s Entitlement to Elective Share P Petition to Determining Amount of Elective Share (contribution not required) P Order Determining Amount of Elective Share (contribution not required) P Petition to Determine Amount of Elective Share (contribution required) P Order Determining Elective Share (contribution required) P Declaration that Proceeding is Adversary 7
8 P Order that Proceeding is Adversary P Notice of Civil Action P Notice of Ancillary Administration P Petition for Order Designating Depository for Assets P Receipt of Assets by Depository P Acceptance and Certification by Depository P Order Designating Depository for Assets V. CLOSING ADMINISTRATION P Petition to Extend Time for Filing Final Accounting and Petition for Discharge P Order Extending Time for Filing Final Accounting and Petition for Discharge P Notice of Interim Accounting P Accounting of Personal Representative(s) # $14.00 each P Petition for Discharge (single personal representative) P Petition for Discharge (multiple personal representatives) P Notice of Final Accounting and Petition for Discharge P Proof of Services of Notice of Final Accounting and Petition for Discharge P Receipt of Petition for Discharge and Accounting and Consent to Distribution P Waiver of Accounting and of Service of Petition for Discharge P Waiver of Accounting and of Service of Petition for Discharge and Consent to Distribution P Receipt P Receipt (with refunding language) P Waiver of Accounting and Service of Petition for Discharge; Receipt of Beneficiary and Consent to Discharge P Receipt of Beneficiary and Consent to Discharge P Petition for Discharge (full waiver) P Petition for Discharge (full waiver multiple personal representatives) P Waiver of Accounting, Portions of Petition for Discharge, and Service of Petition for Discharge; Receipt of Beneficiary and Consent to Discharge (full waiver) 8
9 P Personal Representative s Release and Certificate of Distribution of Real Property (single individual personal representative) P Personal Representative s Release and Certificate of Distribution of Real Property (multiple personal representatives) P Personal Representative's Release and Certificate of Distribution of Real Property (corporate personal representative) P Report of Distribution (single personal representative) # $4.00 each P Report of Distribution (multiple personal representatives) # $4.00 each P Order of Discharge (single personal representative) P Order of Discharge (multiple personal representatives) OPTIONAL FORM INDEX of all probate forms; includes rule and statutory references pertaining to each numbered form. Note: 1 set equals 1 copy (not 10 copies) of complete Index (7 pages) # $20.00 each 9
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