Clerk of the County Court Recorder of Deeds Clerk and Accountant of the Board of County Commissioners Custodian of County Funds County Auditor FORMAL PROBATE ADMINISTRATION CHECKLIST Estate of: Case No.: Formal Probate Petition for Administration Order(s ): Item Description Florida Statute Probate Rule 1. Order Admitting Will to Probate and Appointing Personal Representative (Testate); Order Appointing Personal Representative (Intestate) 5.235 2. Letters of Administra tion 5.235 Waivers, Consents , N otices: Item Description Florida Statute Probate Rule 1. Petition to Waive Bond 247733.402 5.235(c) 2. Waivers of Priority, Consent to Appointment and Waiver of Notice and Bond 5.180; 5.201 I tem Description Florida Statute Probate Rule 1. (Intestate) Statement that after the exercise of reasonable diligence the petitioner is unaware of any unrevoked wills or codicils, a statement why the wills or codicils are not being prob ated. (Testate) Statement identifying all unrevoked wills and codicils being presented for probate. 5.200(h) 5.200(i) 9. Prayer clause; petition includes request for Will and/or Codicil to be admitted to probate and/or appointment of Personal Repres entative. 5.030(a) ANGELA VICK CLERK OF THE CIRCUIT COURT AND COMPTROLLER CITRUS COUNTY, FLORIDA 110 North Apopka Avenue Inverness, Florida 34450 Telephone: (352) 341-6424 Fax: (352) 341-6413 courts@ www.c American LegalNet, Inc. www.FormsWorkFlow.com Formal Administration Checklist Page 2 Proceedings To Determine Homestead: Item Description Florida Statute Probate Rule 1. Petition to Determine Homestead Status of Real Property; Include Waivers signed by interested parties or Formal Notice all Interested Parties; or schedule a hearing notifying all interested parties, including creditors. 2477 32.401, 732.4015 5.405 2. Petition to Determine Exempt Property ; I nclude W aivers signed by interested parties or Formal Notice all Interested Parties; or schedule a hearing no tifying all interested parties, including creditors. 247732.402 5.406 Death Certificate : Item Description Florida Statute Probate Rule 1. Death Certificate on file. Place of death on Petition is consistent with Death Certificate. State and County of domicile on Peti tion are consistent with county listed on Death Certificate. 5.205(a)(1) Last Will And Testament : Item Description Florida Statute Probate Rule 1. If Will is not self - proved. Oath of witness required. Oath of witness mu st be taken before a Florida Circuit Judge, Clerk, or Commissioner appointed by the Court. If attesting witness cannot be found or if testimony cannot be taken, the oath of the nominated PR or any person having no interest in the estate who believes the wr iting to be the true last will and testament of the decedent. (See Fla. Prob. R. 5.230 for appointment of commissioner) 247732.503; 733.201 5.230 2. Will is an original Will Other : Item Description Florida Statute Probate Rule 1. Establishment an d probate of a lost or destroyed Will. 247733.207 5. 510 2. Admitting foreign will to record Decedent has been dead for 2 years. Domiciliary Personal Representative has been discharged. 247734.104 Ancillary Administration: Petition for ancillary letters shall include an authenticated copy of so much of the domiciliary proceedings as will show the will, petition for probate, order admitting Will and authority of personal representative. Intestate: All intestate probate administrations should include the following: 1. Affidavit of Heirs must use the form found on the Citrus County Clerk of Court and Comptroller website at www. Click on Courts click on Probate under Related Documents click on Affidavit of Heirs 2. Receipt of paid funeral expenses American LegalNet, Inc. www.FormsWorkFlow.com