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: • • • • • • • • • • 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. American LegalNet, Inc. www.FormsWorkFlow.com 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) ___________________________________________________________________________ ___________________________________________________________________________ ___________________________________________________________________________ American LegalNet, Inc. www.FormsWorkFlow.com 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) ___________________________________________________________________________ ___________________________________________________________________________ ___________________________________________________________________________ American LegalNet, Inc. www.FormsWorkFlow.com 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) American LegalNet, Inc. www.FormsWorkFlow.com 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) American LegalNet, Inc. www.FormsWorkFlow.com 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) American LegalNet, Inc. www.FormsWorkFlow.com 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 American LegalNet, Inc. www.FormsWorkFlow.com