Clerk of the County Court Recorder of Deeds Clerk and Accountant of the Board of County Commissioners Custodian of County Funds County Auditor SUMMARY ADMINISTRATION CHECKLIST Estate: Case No.: Date: Petition for Summary Administration: Florida Statutes 247735.201 and 247735.203; Florida Probate Rule 5.530 Item Description Florida Statute Probate Rule 1. 247735.203(1) 5.530(a)(1 ) 2. death, and state and county of domicile. 5.530(a)(2) 3. Names & Addresses of beneficiaries (include spouse and qualified trust beneficiaries, if applicable). 247735.203 5.530(a)(3 ) 4. Statement showing venue. 247733.301 5.530(a)(4) 5. Statement whether domiciliary proceedings are pending in any other state. 247734.104; 734.201 5.530(a)(5) 6. required by chapter 733 , Florida Statutes. 247735.201(1) 5.530(a)(6) 7. Statement that the value of the estate does not exceed $75,000, or decedent has been dead for more than 2 years. 247735.201(2) 5.530(a)(7) 8. Description of all assets in the estate and estimated value of eac h, a separate description of any protected homestead and exempt property. (A separate Petition to Determine Homestead Property and Petition to Determine Exempt Property shall be filed, if applicable) 5.530(a)(8) 9. Statement that creditors are barred, or a diligent search has been made to locate creditors and the penalty for failure to include creditors. Statement that the estate is not indebted; or Creditor information. 247735.206(2); 735.206(4)(d) & 735.206(4)(e) 5.530(a)(9) 5.530(a)(9)(A) 5.530(a)(9)(B) 10 . Statement that after exercise of reasonable diligence the petitioner is unaware of any other unrevoked will or codicil, or statement identifying all unrevoked wills and codicils being present for probate. 5.530(a)(10), (11) 11 . Schedu le of proposed distribution complete description of all assets and the person to whom each asset is to be distributed. (Identical description shall be included on Order of Summary Administration.) 5.530(a)(12) 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 - 6 413 courts@clerk.citrus.fl.us www. American LegalNet, Inc. www.FormsWorkFlow.com Summary Administration Checklist Page 2 Order(s ): Item Description Florida Statute Probate Rule 1. Order Admitting Will to Probate: 5.530(c) 2. Order of Summary Administration: Must contain the name of beneficiary and a detailed description of the assets and specifically designating th e person to whom the asset is to be distributed. 5.530(d) N otices: Item Description Florida Statute Probate Rule 1. Co nsent and Waiver to Petition for Summary Administration from beneficiaries, heirs, or creditors not joining or consenting to Pet ition (or) Formal Notice must be served and proof of service filed. (Including qualified beneficiaries of the Trust as defined in 247736.0103) 247735.203; 735.206(2) 5.040; 5.530(b) 2. Notice to Creditors : 247733.2121; 735.2063 5.475(b) & 5.475(c) Death Cer tificate : Item Description Florida Statute Probate Rule 1. Death Certificate must be filed. 5.205(a)(3 ) Last Will And Testament : Item Description Florida Statute Probate Rule 1. Original Last Will and Testament shall be deposited with the Court. Will must be executed in conformity with law and be self - proved. 247732.901(4); 247732.502; 732.503 Other Proceedings and Requirements : Item Description Florida Statute Probate Rule 1. Establishment and probate of a lost or destroyed Will. 247 733.207 5. 510 2. Admitting foreign will to record Dece dent has been dead for 2 years; or. Domiciliary Personal Representative has been discharged. 247734.104 3. Notice of Trust 247736.05055 4. Ancillary Administration (Non - Resident Decedent). 247734 .102; 734.1025; 735.201 5.470; 5.475 Proceedings To Determine Homestead & Exempt Property: Item Description Florida Statute Probate Rule 1. Petition to Determine Homestead Status of Real Property; Include Waivers signed by interested partie s or F ormal 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 Interest ed Parties; or schedule a hearing notifying all interested parties, including creditors. 247732.402 5.406 American LegalNet, Inc. www.FormsWorkFlow.com Summary Administration Checklist Page 3 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