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Application For Preliminary Letters Testamentary Form. This is a New York form and can be use in Queens Local County.
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Tags: Application For Preliminary Letters Testamentary, New York Local County, Queens
SURROGATE'S COURT OF THE STATE OF NEW YORK
COUNTY OF QUEENS
-----------------------------------------------------------------------------X
PROBATE PROCEEDING, W ill of
a/k/a
APPLICATION FOR
PRELIMINARY LETTERS TESTAMENTARY
(See SCPA 1412)
Deceased.
-----------------------------------------------------------------------------X
File #____________
1. The proposed preliminary executor(s) is/are _____________________________________________
_____________________________________________ and is/are designated as executor(s) in the Will of
the above named decedent dated ____________________________________________________________
(together with Codicil(s) dated ________________________________________) and duly filed with the court.
2. The person(s) who would have a right to letters testamentary pursuant to Section 1412.1 is/are: [enter
"NONE" or specify name and interest]
____________________________________________________________________________________
3. Preliminary letters are requested for the following reasons:
_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
4. Probate is expected to be completed by:
______________________________________________________
5. A contest [ ] is [ ] is not expected.
6. The testamentary assets of decedent's estate are estimated as follows: [describe and state value; annex
schedule if space is insufficient]
Personal Property: ________________________________________________________________________
________________________________________________________________________________________
_______________________________________________________________________________________
Total Personal Property: $_____________________
Real Property: ___________________________________________________________________________
________________________________________________________________________________________
_______________________________________________________________________________________
Total Real Property: $________________________
18 months rent, if applicable: _______________________________________________________________
___________________________________________________________________________________
____________________________________________________________________________________
Total of 18 months rent: $_____________________
7. The liabilities of this estate are:_____________________________________________________
________________________________________________________________________________________
______________________________________________________________________________________
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8. By provision in the propounded will, the applicant(s) [is/are] [are not] required to file a bond or other
security for the performance of his/her/their duties.
Your applicant(s) respectfully request the issuance to _______________________________________
________________________________________________________________________________________
of preliminary letters testamentary upon qualifying.
Dated: _______________________
_______________________________________
Applicant
_______________________________________
Applicant
OATH & DESIGNATION OF PRELIMINARY EXECUTOR
STATE OF NEW YORK
COUNTY OF
)
) ss.:
I, the undersigned, _________________________________________________, being duly sworn, say:
1. OATH OF PRELIMINARY EXECUTOR: I am over eighteen (18) years of age and a citizen of the United
States; I am an executor named in the W ill described in the foregoing petition and will well, faithfully and honestly
discharge the duties of preliminary executor and duly account for all money or property which may come into my
hands. I am not ineligible to receive letters.
2. DESIGNATION OF CLERK FOR SERVICE OF PROCESS: I hereby designate the Clerk of the
Surrogate's Court of Queens County, and his/her successor in office, as a person on whom service of any
process issuing from such Surrogate's Court may be made, in like manner and with like effect as if it were
served personally upon me whenever I cannot be found and served within the State of New York after due
diligence used.
My domicile is: ___________________________________________________________________________
(Street Address) (City/Town/Village) (State)
(Zip)
_______________________________________________
(Signature of Petitioner)
_______________________________________________
(Print Name)
On _____________________________________________, 20_____, before me personally came
________________________________________________________________________________________
to me known to be the person described in and who executed the foregoing instrument. Such person duly
swore to such instrument before me and duly acknowledged that he/she executed the same.
____________________________
Notary Public
Commission Expires:
(Affix Notary Stamp or Seal)
Name of Attorney:_____________________________________________ Tel. No.:_____________________
Address of
Attorney:_________________________________________________________________________
NOTE: Each Preliminary Executor must complete a combined Oath & Designation of Preliminary
Executor.
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CONSENT AND DESIGNATION OF CORPORATE PRELIMINARY EXECUTOR
STATE OF NEW YORK
COUNTY OF
)
) ss.:
I, the undersigned, a ________________________________________________________________________ of
(Title)
__________________________________________________________________________________________
(Name of Bank or Trust Company)
a corporation duly qualified to act in a fiduciary capacity without further security, being duly sworn, say:
1. CONSENT: I consent to accept the appointment as Preliminary Executor under the Last W ill and Testament of the decedent
described in this application and consent to act as such fiduciary.
2. DESIGNATION OF CLERK FOR SERVICE OF PROCESS: I designate the Chief Clerk of the Surrogate's Court of Queens
County, and his/her successor in office, as a person on whom service of any process issuing from such Surrogate's Court may be
made, in like manner and whenever one of its proper officers cannot be found and served within the State of New York after due
diligence used.
______________________________________________
(Name of Bank or Trust Company)
BY____________________________________________
(Signature)
______________________________________________
(Print Name and Title)
On _________________, 20___, before me personally came ________________________________,
to me known, who duly swore to the foregoing instrument and who did say that he/she resides at
_ _ _ _ _________________________________ and that he/she is a ____________________ _______ of
_____________________________ the corporation/national banking association described in and which executed such instrument,
and that he/she signed his/her name thereto by order of the Board of Directors of the corporation.
_________________________________
Notary Public
Commission Expires:
(Affix Notary Stamp or Seal)
Name of Attorney:________________________________________________Tel. No.:___________________
Address of Attorney:________________________________________________________________________
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