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Disposition Of Personal Property (Packet) Form. This is a Florida form and can be use in Sarasota Local County.
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Tags: Disposition Of Personal Property (Packet), Florida Local County, Sarasota
Please read and follow the instructions for
DISPOSITION OF PERSONAL PROPERTY
TO OBTAIN A DISPOSITION OF PERSONAL PROPERTY WITHOUT
ADMINISTRATION, YOU MUST FILE THE COMPLETED FORMS AS FOLLOWS:
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Disposition without Administration Petition - 3 pages, notarized (required)
Certified Death Certificate (required)
Original Will - If the decedent had a will, the original has to be filed with the verified
statement, unless previously filed.
Copy of paid funeral bill.
Copy of paperwork showing the asset - copy of stock, bank statement, etc. (required)
Copy of last 60 days medical expenses with receipts
Consents of any additional heirs with address and notarized signature, or death certificate, if
applicable.
Statement Regarding Creditors - Our judges have consistently required petitioner’s to file for
a Summary Administration when there are known creditors. (required)
For current filing fee, please see Fee Schedule at www.SarasotaClerk.com
An Affidavit stating that the deceased person was never married and did not have children
may be required, if applicable.
Disposition of Personal Property Without Administration does not apply when the asset
consists of the decedent’s Income Tax return. Refer the petitioner to Florida Statute
735.302.
When filling out the petition:
• Print the decedent’s name after the words “In Re:”
• Print your name and address, as well as all other required information
• Check correct box indicating that either there is no will, or that you are filing it at this
time.
• List beneficiaries (heirs) in descending order at item no. 2; you may use the back of the
form, but indicate on the front of the form that you’ve done so.
• When listing estate property at item no. 3, you must provide the mailing address as part
of the description. You may consult Florida Statute No. 732.402 for definitions of
“exempt property.”
• Attach a copy of the paid funeral bill and the last 60 days medical expenses and receipts
showing payment. (If the asset is needed to pay the bill, the order can reflect that the
proceeds go directly to the funeral home.)
The forms may be sworn to before the deputy clerk or a notary public. After completing the
forms, file all documents with the clerk along with the filing fee. All documents will be
forwarded to the judge. A plain copy and a certified copy of the Order to Disburse or Transfer
Assets will be provided to you. The certified copy is to be presented by you to the financial
institution.
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IN THE CIRCUIT COURT IN AND FOR SARASOTA COUNTY, FLORIDA
IN RE: ________________________,
Deceased
File No. ____________________________
Division: PROBATE
DISPOSITION OF PERSONAL PROPERTY WITHOUT ADMINISTRATION
Verified Statement
Petitioner, ___________________________________, alleges:
1. Petitioner, whose name and address are __________________________________________
__________________________________________________________________________
and whose social security number is ________________________, and who is
_____________________________________ of __________________________________,
who died at _________________________________________________________________
on the _______ day of
________________________, 20_____,
___________________________________________,whose
last
a resident of
known
address
was
__________________________________________________________________________,
and, if known, whose age was __________ and whose social security number is
__________________________.
[___] The decedent left no will.
[___] The decedent’s will was deposited with the clerk on
_____________________, 20____.
2. So far as is known, the names of the beneficiaries of the decedent’s estate and of the
decedent’s surviving spouse, if any, their addresses and relationships to decedent, and the
ages of any who are minors, are:
NAME
ADDRESS
RELATIONSHIP
AGE
(Birth date if minor)
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
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3. The estate of decedent consists only of personal property exempt under the provisions of
Section 732.402 of the Florida Probate Code; personal property exempt from the claims of
creditors under the Constitution of Florida; and nonexempt personal property the value of
which does not exceed the sum of the amount of preferred funeral expenses, and reasonable
and necessary medical and hospital expenses of the last 60 days of the decedent’s last illness,
all being described as follows:
DESCRIPTION
VALUE
EXEMPT: List - Automobiles used by the deceased or members of the deceased's immediate
family, household furniture and furnishings, Florida prepaid college tuition and other items
of personal property not to exceed $1,000 in value.
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
NON-EXEMPT: List - All other items of personal property owned by the deceased and their
estimated value. Include the balance of items as stocks, bonds & accounts, name of
institution, account number and other items of the deceased.
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
Preferred funeral expenses (statement or receipt attached):
Services by
Amount
Paid or Due
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
Medical and hospital expenses for last 60 days of last illness: (statement or receipt attached):
Type of Service
Paid or Due
Services by
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
Other debts of decedent:
Creditor
Goods or Services
Amount
(How incurred)
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
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Requested payment or distribution to:
Name
Property
Amount or Value
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
I know of no other assets or debts of the decedent except: ____________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
Under penalties of perjury, I declare that I have read the foregoing, and the facts alleged
are true, to the best of my knowledge and belief.
Sworn and subscribed to before me this _____ day of ___________________, 20___,
who ___ is personally known or_____ produced identification.
Type of Identification produced ____________________________________.
Statement made before:
______________________________
(Signature of Petitioner)
_____________________________
(Deputy Clerk or Notary)
______________________________
(Print Name of Petitioner)
My commission expires:
______________________________
(Street Address)
______________________________
(City, State, Zip Code)
______________________________
(Telephone)
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IN THE CIRCUIT COURT IN AND FOR SARASOTA COUNTY, FLORIDA
IN RE: _____________________
Deceased
File Number _________________________
Probate: Division
CONSENT TO DISPOSITION OF PERSONAL PROPERTY
The undersigned consents to _____________________________________, the
petitioner, receiving the following property:
Description of Asset
Account Number
Dollar Amount
_______________________
_________________
_______________
_______________________
_________________
_______________
_______________________
_________________
_______________
and waives all claims, rights, title, and interest in said property.
Sworn and subscribed to before me this _____ day of ___________________, 20___,
who ___ is personally known or_____ produced identification.
Type of Identification produced ____________________________________.
Statement made before:
______________________________
(Signature)
_____________________________
(Deputy Clerk or Notary)
______________________________
(Print Name)
My commission expires:
______________________________
(Street Address)
______________________________
(City, State, Zip Code)
______________________________
(Telephone)
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IN THE CIRCUIT COURT IN AND FOR SARASOTA COUNTY, FLORIDA
IN RE: _____________________
Deceased
File Number _________________________
Probate: Division
AFFIDAVIT
Comes now, the Petitioner of the above entitled estate, and shows the Court as follows:
1.
That the petitioner is qualified and entitled to receive the asset requested in the
petition, and that
2.
At the time of death, the deceased was unmarried, and deceased had no living
children, adopted or natural.
Under penalties of perjury, I declare that I have read the foregoing, and the facts alleged
are true, to the best of my knowledge and belief.
Sworn and subscribed to before me this _____ day of ___________________, 20___,
who ___ is personally known or_____ produced identification.
Type of Identification produced ____________________________________.
Statement made before:
______________________________
(Signature)
_____________________________
(Deputy Clerk or Notary)
______________________________
(Print Name)
My commission expires:
______________________________
(Street Address)
______________________________
(City, State, Zip Code)
______________________________
(Telephone)
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IN THE CIRCUIT COURT IN AND FOR SARASOTA COUNTY, FLORIDA
IN RE: _____________________
Deceased
File Number _________________________
Probate: Division
STATEMENT REGARDING CREDITORS
The undersigned, ____________________________________________________________, as
PRINT NAME OF PETITIONER
petitioner for the disposition of personal property without administration for the
decedent ________________________________________________________, alleges:
PRINT NAME OF DECEDENT
Diligent search has been made to ascertain the names and location or mailing addresses of any
creditors of the decedent and of all other persons having claims or demands against the deceased.
The names and, if known, the addresses of any creditors or other persons ascertained to have
claims or demands against the deceased are as set forth below
(LIST CREDITORS BELOW OR INSERT “NONE” AS APPROPRIATE):
______________________________________________________________________________
______________________________________________________________________________
Under penalties of perjury, I declare that I have read the foregoing, and the facts alleged are true,
to the best of my knowledge and belief.
Signed on __________________________, 2______.
__________________________
(Signature)
Statement made before:
__________________________
(Print name)
___________________________
(Deputy Clerk or Notary)
__________________________
(Street Address)
__________________________
(City, State, Zip Code)
___________________________
(Notary Seal)
__________________________
(Telephone)
IT IS A CRIMINAL OFFENSE TO GIVE FALSE INFORMATION IN THIS STATEMENT
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