FORM SUMMARY Name of Form: Declination to Act (Informal and Formal Administration) Form Number: PR-1802 (previously PR-1464) Statutory Reference: None Benchbook Reference: None Purpose of Form: This form provides a means for a person nominated as personal representative in a will or testamentary trustee to decline to serve in that capacity. Who Completes It: Person seeking to decline to act as personal representative or testamentary trustee. Distribution of Form: Original to court file. Accompanying Forms: None New Form/Modification: Modified; last update 06/00. Modifications: Modified form to include testamentary trustee. Comments: This form can be used in both formal and informal probate matters. The filing of this form by the person declining to serve will function as notice to any interested parties that the person declining will not be responsible for carrying out the duties of personal representative or testamentary trustee. This declination, if truthful, would act to protect the person declining from legal responsibility for the estate and clear the way for the appointment of an alternate personal representative or testamentary trustee. If a person has already undertaken the duties of a personal representative or testamentary trustee, this form cannot be used. Case law requires that if the person has already undertaken the duties (even if not formally appointed), the person must request the court to relieve that person of the duties of personal representative or testamentary trustee. It may be important for the court to know precisely what activities the person has engaged in as the de facto personal representative or testamentary trustee so that the estate can be protected. About this form: This form is the product of the Wisconsin Records Management Committee, a committee of the Director of State Court's Office and a mandate of the Wisconsin Judicial Conference. If you have additional information that does not change the meaning of the form, attach it on a separate page. The form itself shall not be altered. Date: 12/01/04 Page 1 American LegalNet, Inc. www.USCourtForms.com For Official Use STATE OF WISCONSIN, CIRCUIT COURT, COUNTY Declination to Act IN THE MATTER OF THE ESTATE OF Informal Formal Case No. 1. I have been nominated as personal representative. testamentary trustee. 2. I have not undertaken any duties in this capacity. 3. I decline to serve in this capacity. Signature Name Printed or Typed Date Name of Attorney Address Telephone Number Bar Number PR-1802, 12/04 Declination to Act (Informal and Formal Administration) This form shall not be modified. It may be supplemented with additional material. American LegalNet, Inc. www.USCourtForms.com