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Estate Planning Questionnaire Form. This is a Wyoming form and can be use in Miscellaneous Statewide.
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Tags: Estate Planning Questionnaire, Wyoming Statewide, Miscellaneous
COURT
COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
......... ..
:
Index No.
:
Plaintiff(s)
-against-
Calendar No.
:
JUDICIAL SUBPOENA
:
:
:
Defendant(s)
:
......................................................
ESTATE
THE PEOPLE OF THE STATE OF NEW YORK
TO
PLANNING
GREETINGS:
QUESTIONNAIRE
WE COMMAND YOU, that all business and excuses being laid aside, you and each of you attend before
,
the Honorable
at the
Court
located at
County of
in room
, on the
day of
, 20
, at
o'clock in the
noon, and at any recessed
or adjourned date, to testify and give evidence as a witness in this action on the part of the
Your failure to comply with this subpoena is punishable as a contempt of court and will make you liable to
the party on whose behalf this subpoena was issued for a maximum penalty of $50 and all damages sustained as a
result of your failure to comply.
Witness, Honorable
Court in
County,
, one of the Justices of the
day of
, 20
(Attorney must sign above and type name below)
While most lawyers andAttorney(s) for use
law firms
a specific estate planning intake form,
this form is very comprehensive and
will allow you to gatherOffice and P.O. Address
the necessary
information for estate planning.
Telephone No.:
Facsimile No.:
E-Mail Address:
Mobile Tel. No.:
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www.USCourtForms.com
COURT
COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
......... ..
:
Index No.
:
Plaintiff(s)
Calendar No.
:
JUDICIAL SUBPOENA
GENERAL
INFORMATION
-against-
:
:
:
Defendant(s)
:
......................................................
YOURSELF
SPOUSE
THE PEOPLE OF THE STATE OF NEW YORK
1.
TO
Name:
_____________________
_____________________
2.
Other name
or nickname
GREETINGS:
known by,
if any:
_____________________
_____________________
WE COMMAND YOU, that all business and excuses being laid aside, you and each of you attend before
,
the Honorable
at the
Court
located at
County ofHome address:
3.
in room
, on the_____________________ , at
day of
, 20
o'clock in the
noon, and
_____________________ at any recessed
or adjourned date, to testify and give evidence as a witness in this action on the part of the
_____________________
_____________________
_____________________
_____________________
Your failure to comply with this subpoena is punishable as a contempt of court and will make you liable to
4.
Home telephone number:
the party on whose behalf this subpoena was issued for a maximum penalty of $50 and all damages sustained as a
_____________________
_____________________
result of your failure to comply.
5.
Court in
6.
7.
8.
Witness, Honorable
Social Security number:
County,
day of
, 20
______________________
, one of the Justices of the
______________________
Occupation:
______________________
(Attorney must sign above and type name below)
Business address:
______________________
Attorney(s) for
Business telephone number:
______________________
_______________________
_______________________
Office and P.O. Address
______________________
Telephone No.:
Facsimile No.:
E-Mail Address:
Mobile Tel. No.:
2
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COURT
COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
......... ..
:
:
YOURSELF
Plaintiff(s)
-against-
9.
Index No.
Calendar No.
:
JUDICIAL
SPOUSE SUBPOENA
:
Date of birth:
______________________
:______________________
:
10.
Citizen of U.S.?
Defendant(s)
:
. . . . . . . . . . . . . . . . . . . . . . . . . Yes . . . No . . . . . . . . . . . . . . . . . . .
....
...
11.
Yes
No
Length of residence in this state:
THE PEOPLE OF THE STATE OF NEW YORK
______________________
______________________
TO
12.
Other states or countries previously resided in, and dates of residence:
______________________
______________________
GREETINGS:
WE COMMAND YOU, that all business and excuses being laid aside, you and each of you attend before
,
the Honorable
at the
Court
13.
into any
County ofHave you entered located at pre-or post-nuptial agreements? (if so, attach
incopy):
room
, on the
day of
, 20
, at
o'clock in the
noon, and at any recessed
or adjourned date, to testify and give q No as a witness in this action on the part of the
Yes evidence
Yes qNo
14. Any prior marriages (if divorced, attach copies of divorce decree and
Your failure to comply with this subpoena is punishable as a copy of court and will make you
property settlement agreement; if widowed, attachcontempt ofForm 706 (federal liable to
the party on whose behalf this subpoena was issued for a maximum penalty of $50 and all damages sustained as a
state tax return) for predeceased spouse‘s estate):
result of your failure to comply.
Witness, Honorable
Court in
County,
, one of the Justices of the
day of
, 20
(Attorney must sign above and type name below)
Attorney(s) for
Office and P.O. Address
Telephone No.:
Facsimile No.:
E-Mail Address:
Mobile Tel. No.:
3
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COURT
COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
......... ..
:
:
Index No.
Calendar No.
:
JUDICIAL SUBPOENA
FAMILY INFORMATION
Plaintiff(s)
-against-
:
CHILDREN
:
:
NAME, CHILD 1:
_______________________________
BIRTHDAY:
_______________________________
Defendant(s)
:
......................................................
SOCIAL OF THE STATE OF NEW_______________________________
THE PEOPLESECURITY NO:
YORK
TO
ADDRESS:
_______________________________
_______________________________
GREETINGS:
NAME OF SPOUSE:
_______________________________
NAME, CHILD 2:
_______________________________
WE COMMAND YOU, that all business and excuses being laid aside, you and each of you attend before
,
the Honorable
at the
Court
SPECIAL NEEDS:
_______________________________
located at
County of
in room
, on the
day of
, 20
, at
o'clock in the
noon, and at any recessed
or adjourned date, to testify and give evidence as a witness in this action on the part of the
Your failure to comply with this subpoena is punishable as a contempt of court and will make you liable to
the party on whose behalf this subpoena was issued for a maximum penalty of $50 and all damages sustained as a
BIRTHDAY:
_______________________________
result of your failure to comply.
SOCIAL SECURITY NO:
Witness, Honorable
Court in
County,
ADDRESS:
_______________________________
, one of the Justices of the
day of
, 20
_______________________________
(Attorney must sign above and type
_______________________________ name below)
NAME OF SPOUSE:
_______________________________
SPECIAL NEEDS:
_______________________________
Attorney(s) for
Office and P.O. Address
Telephone No.:
Facsimile No.:
E-Mail Address:
Mobile Tel. No.:
4
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COURT
COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
......... ..
:
Index No.
:
CHILDREN
Plaintiff(s)
-against-
NAME, CHILD 3:
Calendar No.
:
JUDICIAL SUBPOENA
:
_______________________________
:
BIRTHDAY:
_______________________________
:
Defendant(s)
:
. .SOCIAL. SECURITY .NO:. . . . _______________________________
......... ............. ....
....................
ADDRESS:
_______________________________
THE PEOPLE OF THE STATE OF NEW YORK
_______________________________
TO
NAME OF SPOUSE:
SPECIAL
GREETINGS:
NEEDS:
_______________________________
_______________________________
WE COMMAND YOU, that all business and excuses being laid aside, you and each of you attend before
,
the Honorable
at the
Court
located at
County of
inNAME, CHILDthe
room
, on 4:
day of _______________________________
, 20
, at
o'clock in the
noon, and at any recessed
or adjourned date, to testify and give evidence as a witness in this action on the part of the
BIRTHDAY:
_______________________________
Your failure to comply with
subpoena is punishable as a contempt of court and
SOCIAL SECURITY NO: this _______________________________ will make you liable to
the party on whose behalf this subpoena was issued for a maximum penalty of $50 and all damages sustained as a
result of your failure to comply.
ADDRESS:
_______________________________
Witness, Honorable
Court in
County,
, one of the Justices of the
_______________________________
day of
, 20
NAME OF SPOUSE:
_______________________________
(Attorney must sign above and type name below)
SPECIAL NEEDS:
_______________________________
Attorney(s) for
Office and P.O. Address
Telephone No.:
Facsimile No.:
E-Mail Address:
Mobile Tel. No.:
5
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COURT
COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
......... ..
:
:
:
GRANDCHILDREN
Plaintiff(s)
-against-
Index No.
Calendar No.
JUDICIAL SUBPOENA
:
:
NAME:
_______________________________
:
BIRTHDAY:
_______________________________
Defendant(s)
PARENT’S NAME:
_______________________________
:
......................................................
THE PEOPLE OF THE STATE OF NEW YORK
NAME:
_______________________________
BIRTHDAY:
_______________________________
TO
GREETINGS:
PARENT’S
NAME:
_______________________________
WE COMMAND YOU, that all business and excuses being laid aside, you and each of you attend before
,
the Honorable
at the
Court
located at
County of
NAME:
_______________________________
in room
, on the
day of
, 20
, at
o'clock in the
noon, and at any recessed
or adjourned date, to testify and give evidence as a witness in this action on the part of the
BIRTHDAY:
_______________________________
PARENT’S NAME:
_______________________________
NAME:
_______________________________
Your failure to comply with this subpoena is punishable as a contempt of court and will make you liable to
the party on whose behalf this subpoena was issued for a maximum penalty of $50 and all damages sustained as a
result of your failure to comply.
Witness, Honorable
Court in
BIRTHDAY: County,
, one of the Justices of the
day of
, 20
_______________________________
PARENT’S NAME:
_______________________________
(Attorney must sign above and type name below)
NAME:
_______________________________
Attorney(s) for
BIRTHDAY:
_______________________________
PARENT’S NAME:
Office and P.O. Address
_______________________________
Telephone No.:
Facsimile No.:
E-Mail Address:
Mobile Tel. No.:
6
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COURT
COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
......... ..
:
Index No.
:
:
Plaintiff(s)
PARENTS
-against-
Calendar No.
JUDICIAL SUBPOENA
:
:
YOURSELF
:
Defendant(s)
:
. .FATHER’S. NAME:. . . . . . . . . . . _______________________________
............ ........
....................
BIRTHDAY:
_______________________________
THE PEOPLE OF THE STATE OF NEW YORK
TO
MOTHER’S
NAME:
BIRTHDAY:
_______________________________
_______________________________
GREETINGS:
WE COMMAND YOU, that all business and excuses being laid aside, you and each of you attend before
,
the Honorable
at the
Court
located at
County of
in room
, on the
day of
, 20
, at
o'clock in the
noon, and at any recessed
or adjourned date, to testify and give evidence as a witness in this action on the part of the
SPOUSE
FATHER’S NAME:
_______________________________
BIRTHDAY:
_______________________________
MOTHER’S NAME:
_______________________________
Your failure to comply with this subpoena is punishable as a contempt of court and will make you liable to
the party on whose behalf this subpoena was issued for a maximum penalty of $50 and all damages sustained as a
result of your failure to comply.
Witness, Honorable
Court in
BIRTHDAY: County,
, one of the Justices of the
day of
, 20
_______________________________
(Attorney must sign above and type name below)
Attorney(s) for
Office and P.O. Address
Telephone No.:
Facsimile No.:
E-Mail Address:
Mobile Tel. No.:
7
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COURT
COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
......... ..
:
Index No.
:
Plaintiff(s)
ADVISORS:
-against-
Calendar No.
:
JUDICIAL SUBPOENA
:
(Please list name and telephone nos.)
:
1.
OTHER LAWYERS:
:
Defendant(s)
______________________________
:_________________________
......................................................
2.
ACCOUNTANT:
THE PEOPLE OF THE STATE OF NEW YORK
TO
______________________________
_________________________
3.
STOCKBROKER:
GREETINGS:
WE COMMAND YOU, that all business and excuses being laid aside, you and each of you attend before
______________________________
_________________________
,
the Honorable
at the
Court
located at
County of
in room
, on the
day of
, 20
, at
o'clock in the
noon, and at any recessed
INVESTMENT give evidence as
or4.
adjourned date, to testify and ADVISOR: a witness in this action on the part of the
______________________________
_________________________
Your failure to comply with this subpoena is punishable as a contempt of court and will make you liable to
the party on whose behalf this subpoena was issued for a maximum penalty of $50 and all damages sustained as a
result of your failure to comply.
5.
INSURANCE AGENT:
Witness, Honorable
Court in
County,
______________________________
6.
day of
, 20
OTHER (IDENTIFY):
, one of the Justices of the
_________________________
(Attorney must sign above and type name below)
______________________________
_________________________
Attorney(s) for
Office and P.O. Address
Telephone No.:
Facsimile No.:
E-Mail Address:
Mobile Tel. No.:
8
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COURT
COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
......... ..
:
Index No.
:
:
Plaintiff(s)
-against-
Calendar No.
JUDICIAL SUBPOENA
:
:
PERSONAL ASSETS
:
Defendant(s)
:
......................................................
1.
CHECKING ACCOUNT:
THE PEOPLE OF THE STATE OF NEW YORK
NAME OF INSTITUTION:
______________________________
ADDRESS OF INSTITUTION:
______________________________
TO
______________________________
GREETINGS:
WE COMMAND YOU, that all business and excuses being laid aside, you and each of you attend before
FULL NAME ON ACCOUNT:
______________________________
,
the Honorable
at the
Court
located at
County of
ACCOUNT NUMBER:
______________________________ recessed
in room
, on the
day of
, 20
, at
o'clock in the
noon, and at any
or adjourned date, to testify and give evidence as a witness in this action on the part of the
2.
SAVINGS comply with this
Your failure to ACCOUNT: subpoena is punishable as a contempt of court and will make you liable to
the party on whose behalf this subpoena was issued for a maximum penalty of $50 and all damages sustained as a
result of your failureOF INSTITUTION:
NAME to comply.
______________________________
Witness, Honorable
Court in
County,
, one of the Justices of the
ADDRESS OF INSTITUTION:
______________________________
day of
, 20
______________________________
(Attorney must sign above and type name below)
FULL NAME ON ACCOUNT:
______________________________
ACCOUNT NUMBER:
Attorney(s) for
______________________________
Office and P.O. Address
Telephone No.:
Facsimile No.:
E-Mail Address:
Mobile Tel. No.:
9
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COURT
COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
......... ..
:
Index No.
:
3.
CERTIFICATES OF DEPOSIT:
Plaintiff(s)
-against-
Calendar No.
:
JUDICIAL SUBPOENA
:
NAME OF INSTITUTION:
______________________________
:
ADDRESS OF INSTITUTION:
______________________________
:
Defendant(s)______________________________
:
......................................................
FULL NAME ON ACCOUNT:
______________________________
THE PEOPLE OF THE STATE OF NEW YORK
ACCOUNT NUMBER:
______________________________
TO
4.
MONEY-MARKET ACCOUNT:
GREETINGS:
NAME OF INSTITUTION:
______________________________
WE COMMAND YOU, that all business and excuses being laid aside, you and each of you attend before
,
the Honorable
at
Court
ADDRESS OF INSTITUTION: the ______________________________
located at
County of
in room
, on the
day of
, 20
, at
o'clock in the
noon, and at any recessed
or adjourned date, to testify and give evidence as a witness______________________________
in this action on the part of the
FULL NAME ON ACCOUNT:
______________________________
Your failure to comply with this subpoena is punishable as a contempt of court and will make you liable to
the party on whose behalf NUMBER:was issued for a ______________________________
maximum penalty of $50 and all damages sustained as a
ACCOUNT this subpoena
result of your failure to comply.
Witness, Honorable
, one of the Justices of the
5.
STOCKS (INDICATE NAMES OF THE STOCK AND NUMBER OF
Court in
County,
day of
, 20
SHARES):
NAME OF INSTITUTION:
______________________________
(Attorney must sign above and type name below)
ADDRESS OF INSTITUTION:
______________________________
Attorney(s) for
______________________________
FULL NAME ON ACCOUNT:
______________________________
ACCOUNT NUMBER:
______________________________
Office and P.O. Address
Telephone No.:
Facsimile No.:
E-Mail Address:
Mobile Tel. No.:
10
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COURT
COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
......... ..
:
Index No.
:
6.
:
BONDS (INCLUDING E, EE):
Plaintiff(s)
-against-
Calendar No.
JUDICIAL SUBPOENA
:
NAME OF INSTITUTION:
______________________________
:
ADDRESS OF INSTITUTION:
______________________________
:
Defendant(s)______________________________
:
......................................................
FULL NAME ON ACCOUNT:
______________________________
THE PEOPLE OF THE STATE OF NEW YORK
ACCOUNT NUMBER:
______________________________
TO
7.
MUTUAL FUNDS:
GREETINGS:
NAME OF INSTITUTION:
______________________________
WE COMMAND YOU, that all business and excuses being laid aside, you and each of you attend before
,
the Honorable
at
Court
ADDRESS OF INSTITUTION: the ______________________________
located at
County of
in room
, on the
day of
, 20
, at
o'clock in the
noon, and at any recessed
or adjourned date, to testify and give evidence as a witness______________________________
in this action on the part of the
FULL NAME ON ACCOUNT:
______________________________
Your failure to comply with this subpoena is punishable as a contempt of court and will make you liable to
the party on whose behalf NUMBER:was issued for a ______________________________
maximum penalty of $50 and all damages sustained as a
ACCOUNT this subpoena
result of your failure to comply.
Witness, Honorable
Court in
County,
8.
, one of the Justices of the
BROKERAGE ACCOUNT:
day of
, 20
NAME OF INSTITUTION:
______________________________
ADDRESS OF INSTITUTION:
______________________________
(Attorney must sign above and type name below)
Attorney(s) for
______________________________
FULL NAME ON ACCOUNT:
______________________________
ACCOUNT NUMBER:
______________________________
Office and P.O. Address
Telephone No.:
Facsimile No.:
E-Mail Address:
Mobile Tel. No.:
11
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COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
......... ..
:
:
9.
Index No.
Calendar No.
:
COPYRIGHTS,
PATENTS,
AND
OTHER
JUDICIAL SUBPOENA
Plaintiff(s) TRADEMARKS
INTANGIBLE RIGHTS:
-against:
:
:
Defendant(s)
:
......................................................
10.
MORTGAGES AND LEASES: (DESCRIBE PROPERTY AND
TERMS BELOW):
THE PEOPLE OF THE STATE OF NEW YORK
TO
11. INTEREST
GREETINGS:
IN TRUSTS AND ESTATES:
WE COMMAND YOU, that all business and excuses being laid aside, you and each of you attend before
,
the Honorable
at the
Court
located at
County of
in room
, on the
day of
, 20
, at
o'clock in the
noon, and at any recessed
or adjourned date, to testify and give evidence as a witness in this action on the part of the
12.
INTEREST IN LIMITED PARTNERSHIPS: (INDICATE NAME, %
OF OWNERSHIP AND ORIGINAL INVESTMENT BELOW):
Your failure to comply with this subpoena is punishable as a contempt of court and will make you liable to
the party on whose behalf this subpoena was issued for a maximum penalty of $50 and all damages sustained as a
result of your failure to comply.
Witness, Honorable
Court in
County,
13.
, one of the Justices of the
JEWELRY AND FURS:
day of
, 20
(Attorney must sign above and type name below)
14.
COINS, STAMP AND OTHER COLLECTIONS:
Attorney(s) for
15.
ANTIQUES AND WORKS OF ART:
Office and P.O. Address
Telephone No.:
Facsimile No.:
E-Mail Address:
Mobile Tel. No.:
12
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COURT
COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
......... ..
:
:
15.
Index No.
Calendar No.
:
FURNITURE AND OTHER HOUSEHOLD EFFECTS: SUBPOENA
JUDICIAL
Plaintiff(s)
-against-
:
:
17.
AUTOMOBILES:
:
Defendant(s)
VEHICLE 1:
_____________________________________________
:
......................................................
VEHICLE 2:
_____________________________________________
THE PEOPLE OF THE STATE OF NEW YORK
VEHICLE 3:
_____________________________________________
TO
18.
BOATS:
GREETINGS:
WE COMMAND YOU, that all business and excuses being laid aside, you and each of you attend before
,
the Honorable
at the
19. REAL PROPERTY (OTHER THAN Court
RESIDENCE, PLEASE
located at
County of
ATTACHthe
LEGAL DESCRIPTION):, at
in room
, on
day of
, 20
o'clock in the
noon, and at any recessed
or adjourned date, to testify and give evidence as a witness in this action on the part of the
Your failure to comply with this subpoena is punishable as a contempt of court and will make you liable to
the party on whose behalf this (PLEASE ATTACH maximum penalty of $50 and all damages sustained as a
20. RESIDENCES subpoena was issued for a LEGAL DESCRIPTION):
result of your failure to comply.
Witness, Honorable
Court in
County,
, one of the Justices of the
day of
, 20
(Attorney must sign above and type name below)
Attorney(s) for
Office and P.O. Address
Telephone No.:
Facsimile No.:
E-Mail Address:
Mobile Tel. No.:
13
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COURT
COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
......... ..
:
Index No.
:
Calendar No.
:
JUDICIAL SUBPOENA
FAMILY BUSINESS
Plaintiff(s)
-against-
:
:
Name:
__________________________________________________
:
Address:
__________________________________________________
Defendant(s)
:
......................................................
__________________________________________________
THE PEOPLE OF THE STATE OF NEW YORK
Indicate form of ownership (e.g., corporation, partnership, sole
proprietorship): __________________________________________________
__________________________________________________________________
TO
GREETINGS:
Approximate
value of business:
___________________________________
WE COMMAND YOU, that all business and excuses being laid aside, you and each of you attend before
,
the Honorable
at the
Court
County of of
%
ownership: located at
H:
____
W:
____
Children:
____
in room
, on the
day of
, 20
, at
o'clock in the
noon, and at any recessed
or adjourned date, to testify and give evidence as a witness in this action on the part of the
Original
investment:
H:
____
W:
____
Children:
____
Your failure to comply with this subpoena is punishable as a contempt of court and will make you liable to
the party on whose behalf this subpoena was issued for a maximum penalty of $50 and all damages sustained as a
Attach copies of buy-sell agreement relating to transfer of interests during
result of your failure to comply.
lifetime or at death, employment agreements and financial statements.
Witness, Honorable
Court in
County,
, one of the Justices of the
day of
, 20
(Attorney must sign above and type name below)
Attorney(s) for
Office and P.O. Address
Telephone No.:
Facsimile No.:
E-Mail Address:
Mobile Tel. No.:
14
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COURT
COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
......... ..
:
Index No.
:
Plaintiff(s)
Calendar No.
:
JUDICIAL SUBPOENA
LIFE INSURANCE
-against-
:
:
:
Name of company and policy number:
______________________________________
Defendant(s)
:
. . . . . . . . ______________________________________
..............................................
1.
a.
Type of policy (i.e.,
THE PEOPLE OF THE STATE OF NEW YORK ___________________________________
term, whole life, etc.):
b.
Insured
___________________________________
c.
Owner
___________________________________
d.
Primary beneficiary: ___________________________________
e.
Contingent beneficiary: ___________________________________
GREETINGS:
f.
Face value:
___________________________________
g.
Cash surrender value: and excuses being laid aside, you and each of you attend
WE COMMAND YOU, that all business___________________________________ before
h.
the Honorable Amount of outstanding at the
Court
located at
County of
loan:
___________________________________
in room i.
, on the premium:___________________________________ at any recessed
day of
, 20
, at
o'clock in the
noon, and
Annual
TO
or adjourned date, to testify and give evidence as a witness in this action on the part of the
2.
Name of company and policy number:
______________________________________
Your failure to comply with this subpoena is punishable as a contempt of court and will make you liable to
______________________________________
the party on whose behalf this subpoena was issued for a maximum penalty of $50 and all damages sustained as a
result of your failure to comply.
a.
Type of policy (i.e.,
life, etc.):
Witness, Honorable
term, whole
Court in b.
County,
Insured
c.
d.
e.
f.
g.
h.
i.
, one of the Justices of the
___________________________________
day of
, 20
___________________________________
Owner
___________________________________
Primary beneficiary: ___________________________________
(Attorney must sign above and type name below)
Contingent beneficiary: ___________________________________
Face value:
___________________________________
Cash surrender value: ___________________________________
Attorney(s) for
Amount of outstanding
loan:
___________________________________
Annual premium:___________________________________
Office and P.O. Address
Telephone No.:
Facsimile No.:
E-Mail Address:
Mobile Tel. No.:
15
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COURT
COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
......... ..
:
Index No.
:
Plaintiff(s)
Calendar No.
:
JUDICIAL SUBPOENA
RETIREMENT PLANS
-against-
:
:
:
1.
Retirement Plan, YOURSELF:
Defendant(s)
:
......................................................
a.
Present value:
___________________________________
THE PEOPLE OF THE STATE OF NEW YORK ___________________________________
b.
Your contribution:
TO
c.
Vested (indicate %):
d.
Beneficiary designation (attach copy):
____________________
_______________________________________________________
GREETINGS:
___________________________________
WE COMMAND YOU, that all business and excuses being laid aside, you and each of you attend before
,
the Honorable
at the
Court
located at
County of
in2.
room Retirement Plan,day of
, on the
o'clock in the
noon, and at any recessed
SPOUSE: , 20 , at
or adjourned date, to testify and give evidence as a witness in this action on the part of the
a.
Present value:
___________________________________
Your failure to comply with this subpoena is punishable as a contempt of court and will make you liable to
b.
Your contribution:
___________________________________
the party on whose behalf this subpoena was issued for a maximum penalty of $50 and all damages sustained as a
result of your failure to comply.
c.
Vested (indicate %):
___________________________________
Witness, Honorable
Court in d.
County,
Beneficiary
, one of the Justices of the
day of
, 20
designation (attach copy):
____________________
_______________________________________________________
(Attorney must sign above and type name below)
Attorney(s) for
Office and P.O. Address
Telephone No.:
Facsimile No.:
E-Mail Address:
Mobile Tel. No.:
16
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COURT
COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
......... ..
:
Index No.
:
3.
IRA:
a.
Plaintiff(s)
-against-
Present value:
Calendar No.
:
JUDICIAL SUBPOENA
:
:
________________________________________
:
Defendant(s)
b.
Beneficiary designation (attach copy):
:
......................................................
____________________
_______________________________________________________
THE PEOPLE OF THE STATE OF NEW YORK
c.
Where held (name and address of bank, brokerage house, or
money management firm):
TO
_______________________________________________________
GREETINGS:
_______________________________________________________
WE COMMAND YOU, that all business and excuses being laid aside, you and each of you attend before
_______________________________________________________
,
the Honorable
at the
Court
located at
County of
in room
, on the
day of
, 20
, at
o'clock in theSelect One at any recessed
noon, and
Please
d.
or adjourned date,Type ofand give evidence as a witness in this action on the part of the
to testify account (custody or trust): _________________________
Please Select One
e.
Type of investments (CD, mutual fund): ____________________
Your failure to comply with this subpoena is punishable as a contempt of court and will make you liable to
the party on whose behalf this subpoena was issued for a maximum penalty of $50 and all damages sustained as a
result of your failure to comply.
g.
What is the taxable amount and the non-taxable basis? (attach a
, one of the Justices of the
if filed, from last year‘s income tax return):
, 20
_______________________________________________________
h.
Is this IRA a “conduit” IRA (that (Attorney be rolled into a name below)
could must sign above and type qualified
plan)?:
Yes q No
_________________________________
Witness, Honorable
copy of Form 8606,
Court in
County,
day of
Attorney(s) for
i.
Is this an “inherited” IRA?:
Yes q No____________________
Office and P.O. Address
Telephone No.:
Facsimile No.:
E-Mail Address:
Mobile Tel. No.:
17
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COURT
COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
......... ..
:
Index No.
:
Plaintiff(s)
MISCELLANEOUS
-against-
Calendar No.
:
JUDICIAL SUBPOENA
:
1.
2.
Attach copies of your current wills. :
Attach copies of all trust agreements in which you or a member of
:
your family have an interest, whether as beneficiary, fiduciary, or
holder of a power ofDefendant(s)
appointment. :
......................................................
3.
Attach copies of all prior federal and state gift tax returns.
4.
Describe any inheritance you or your spouse expect to receive in
the near future.
THE PEOPLE OF THE STATE OF NEW YORK
TO
5.
GREETINGS:
Have you signed a Living Will and a Health Care Proxy?
Yes q No
WE COMMANDdo you wish to do and excuses being laid aside, you and each of you attend before
If not, YOU, that all business so?
,
the Honorable
at the
Court
Yes q No
located at
County of
6.
Have you signed a durable power of attorney? the
in room
, on the
day of
, 20
, at
o'clock in
noon, and at any recessed
Yes q give
or adjourned date, to testify and No evidence as a witness in this action on the part of the
If not, do you wish to do so?
Yes q No
7.
Describe any special estate punishable objectives:
Your failure to comply with this subpoena is planningas a contempt of court and will make you liable to
the party on whose behalf this subpoena was issued for a maximum penalty of $50 and all damages sustained as a
result of your failure to comply.
Witness, Honorable
Court in
County,
, one of the Justices of the
day of
, 20
(Attorney must sign above and type name below)
Attorney(s) for
Office and P.O. Address
Telephone No.:
Facsimile No.:
E-Mail Address:
Mobile Tel. No.:
18
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