Form ADM/DBN-1 - Petition for letters of administration d.b.n

Current through Register Vol. 46, No. 16, April 17, 2024
Form ADM/DBN-1 - Petition for letters of administration d.b.n

For Office Use Only

(Filing Fee Paid $ ____________)

____________ Certs: $ ____________

$ ____________ Bond, Fee: ____________

Receipt No: ____________ No: ____________

DO NOT LEAVE ANY ITEMS BLANK

SURROGATE'S COURT OF THE STATE OF NEW YORK PETITION FOR

COUNTY OF LETTERS OF

ADMINISTRATION d.b.n.

SCPA 1007

________X

LETTERS OF ADMINISTRATION d.b.n.

ESTATE OF:

[ ] Letters of Administration d.b.n.

a/k/a [ ] Letters of Administration d.b.n. with Limitations

[ ] Limited Letters of Administration d.b.n.

Deceased. File No. ________

________X

TO THE SURROGATE'S COURT, COUNTY OF :

It is respectfully alleged:

1. (a) The name, citizenship, domicile (or, in the case of a bank or trust company, its principal office) and interest in this proceeding of the petitioner(s) is/are as follows:

Name: ____________

Domicile or Principal Office: ____________

(Street and Number) (City, Village, Town)

____________

(County) (State) (Zip Code) (Telephone Number)

Mailing address: ____________

(if different from domicile)

Citizenship (check one): [ ] U.S.A. [ ] Other (specify) ____________

Domicile or Principal Office: ____________

(Street and Number) (City, Village, Town)

____________

(County) (State) (Zip Code) (Telephone Number)

Mailing address: ____________

(if different from domicile)

Citizenship (check one): [ ] U.S.A. [ ] Other (specify) ____________

Interest(s) of Petitioner(s): [Check one]

[ ] Distributee of decedent (state relationship) ____________

[ ] Other [Specify] ____________

1. (b) Is the proposed Administrator d.b.n. an attorney? Yes [ ] No [ ]

[NOTE: If yes, submit statement pursuant to 22 NYCRR 207.16(e); see also 207.52]

2. Letters of Administration of the above-named decedent were issued by this court on ________, to ________, who on ____________,

[ ] died [ ] resigned [ ] was removed.

ADM/DBN-1 (7/98) -1-

[Note: For paragraphs 3a through c: Do not include any assets that are jointly held, held in trust for another, or have a named beneficiary.]

3. (a) The estimated gross value of unadministered personal property passing by intestacy is less than

$ ________.

(b) The estimated gross value of the decedent's unadministered real property, in this state, which is [ ] improved [ ] unimproved, passing by intestacy is less than

$ ________.

A brief description of each parcel is as follows:

(c) The estimated gross rent for a period of eighteen (18) months is the sum of

$ ________.

(I) [FN3] ( ____________ and I jointly and severally) undertake that defendant will appear in

(e) If decedent is survived by a spouse and a parent, or parents but no issue, and there is a claim for wrongful death, check here [ ] and furnish name(s) and address(es) of parent(s) in Paragraph 5. See E PTL 5-4.4.

4. The decedent left surviving the following who would inherit his/her estate pursuant to E PTL 4-1.1 and 4-1.2:

a. [ ] Spouse (husband/wife). [ ] Divorced [Attach copy of Divorce Decree]

b. [ ] Child or children or descendants of predeceased child or children, [Must include marital, non-marital, and adopted].

c. [ ] Any issue of the decedent adopted by persons related to the decedent (DRL Section 117).

d. [ ] Mother/Father.

e. [ ] Sisters and brothers, either of whole or half blood, and issue of predeceased sisters and brothers.

f. [ ] Grandmother/Grandfather.

g. [ ] Aunts or uncles, and children of predeceased aunts and uncles (first cousins).

h. [ ] First cousins once removed (children of first cousins).

[Information is required only as to those classes of relatives who would take the property of decedent pursuant to E PTL 4-1.1. State "number" of survivors in each class. Insert "No" in all prior classes. Insert "X" in all subsequent classes].

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5. The decedent left surviving the following distributees, or other necessary parties, whose names, degrees of relationship, domiciles, post office addresses and citizenship are as follows:

[Note: Show clearly how each person is related to decedent. If relationship is through an ancestor who is deceased, give name, date of death, and relationship of the ancestor to the decedent. Use rider sheet if space in paragraph (5) is not sufficient. See Uniform Rules 207.16(b). If any person listed in paragraph (5) is a nonmarital person, or descended from a nonmarital person, attach a copy of the order of filiation or Schedule A. If any person listed in paragraph (5) was adopted by any persons related by blood or marriage to decedent or descended from such persons, attach Schedule B.]

5a. The following are of full age and under no disability: [If nonmarital or adopted-out person, so indicate by attaching Schedule A and/or B. If any of the distributees have died subsequent to the death of the decedent, give the name and title of the legal representative appointed for such person(s), his or her address and the court that issued such letters. If any distributee who has died, subsequent to the death of the decedent, has no legal representative, then enter the name, relationship, domicile address and citizenship of that deceased person(s) distributee(s).]

Domicile and

Name Relationship Mailing Address Citizenship

5b. The following are infants and/or persons under disability: [Attach applicable Schedule A, B, C and/or D]

Domicile and

Name Relationship Mailing Address Citizenship

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6. There are no other persons interested in this proceeding other than those herein mentioned.

7. There are no outstanding debts or funeral expenses, except: [Write "NONE" or state same]

WHEREFORE, your petitioner(s) respectfully pray(s) that: [Check and complete all relief requested]

( ) a. Process issue to all necessary parties to show cause why letters should not be issued as requested;

( ) b. An order be granted dispensing with service of process upon those persons named in paragraph 5 who have a right to letters prior or equal to that of the person nominated, and who are non-domiciliaries or whose names or whereabouts are unknown and cannot be ascertained;

( ) c. A decree award Letters of Administration d.b.n. to ____________

____________

or to such other person or persons having a prior right as may be entitled thereto, and;

( ) d. That the authority of the representative under the foregoing Letters be limited with respect to the prosecution or enforcement of a cause of action on behalf of the estate, as follows: the administrator(s) may not enforce a judgment or receive any funds without further order of the Surrogate.

( ) e. That the authority of the representative under the foregoing Letters be limited as follows:

( ) f. [State any other relief requested].

Dated: ________

1.

(Signature of Petitioner) 2.

(Signature of Petitioner)

______________

(Print Name)

(Print Name)

3.

______________

(Name of Corporate Petitioner)

______________

(Signature of Officer)

______________

(Print Name and Title of Officer)

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SURROGATE'S COURT OF THE STATE OF NEW YORK

COUNTY OF

________X

LETTERS OF ADMINISTRATION d.b.n., SCHEDULE A

Estate of NONMARITAL PERSONS

(PERSONS BORN OUT OF WEDLOCK)

a/k/a

File No. ________

Deceased.

________X

[NOTE: Nonmarital children (or their issue) who would be distributees if they (or their ancestors) were born in wedlock will not be regarded as distributees unless satisfactory proof is submitted establishing paternity]. See E PTL 4-1.2, which sets forth methods of establishing paternity.

Name of alleged distributee: ____________

Date of birth: ________ Relationship to decedent: ____________

Name of father: ____________

Name of mother: ____________

Does the birth certificate contain the father's name? Yes [ ] No [ ]

If yes, attach a copy of birth certificate.

Has an order of filiation establishing paternity been entered? Yes [ ] No [ ] If yes, attach copy of order.

Did the nonmarital person live with his or her father? Yes [ ] No [ ]

If yes, give dates and place of residence: ____________

____________

____________

SURROGATE'S COURT OF THE STATE OF NEW YORK

COUNTY OF

________X

LETTERS OF ADMINISTRATION d.b.n., SCHEDULE B

ESTATE OF ISSUE OF THE DECEDENT

WHO WERE THE SUBJECT

a/k/a OF AN ADOPTION

Deceased. File No. ____________

________X

Name of child: ____________

Relationship to decedent prior to adoption: ____________

Date of adoption: ________

Was this a step-parent adoption? (i.e., was the child adopted by the spouse of the decedent's former spouse?) Yes [ ] No [ ]

If yes, name of adoptive father or mother: ____________

If not a step-parent adoption, indicate below the biological relationship of the adoptive parent to the child:

[ ] grandparent(s)

[ ] brother or sister

[ ] aunt or uncle

[ ] first cousin

[ ] nephew or niece

Name of the adoptive parent: ____________

SURROGATE'S COURT OF THE STATE OF NEW YORK

COUNTY OF

________X

LETTERS OF ADMINISTRATION d.b.n., SCHEDULE C

ESTATE OF INFANTS

a/k/a

File No. ________

Deceased.

________X

Name: ________ Date of birth: ____________

Relationship to the decedent: ____________

With whom does the infant reside? ____________

Name of mother: ________ Is she alive? ____________

Name of father: ________ Is he alive? ____________

Does the infant have a court-appointed guardian? Yes [ ] No [ ]

If yes, name and address of guardian: ____________

____________

Name: ________ Date of birth: ____________

Relationship to the decedent: ____________

With whom does the infant reside? ____________

Name of mother: ________ Is she alive? ____________

Name of father: ________ Is he alive? ____________

Does the infant have a court-appointed guardian? Yes [ ] No [ ]

If yes, name and address of guardian: ____________

____________

SURROGATE'S COURT OF THE STATE OF NEW YORK

COUNTY OF

________X

LETTERS OF ADMINISTRATION d.b.n., SCHEDULE D

ESTATE OF PERSONS UNDER DISABILITY

OTHER THAN INFANTS

a/k/a

Deceased. File No. ____________

________X

[Use additional sheets if needed]

1. Name: ________ Relationship: ____________

Residence: ____________

With whom does this person reside? ____________

If this person is in prison, name of prison: ____________

Does this person have a court-appointed fiduciary? Yes [ ] No [ ]

If yes, give name, title and address: ____________

____________

If no, describe nature of disability: ____________

____________

If no, give name and address of relative or friend interested in his or her welfare: ____________

____________

2. Whereabouts unknown/Unknowns [persons whose addresses or names are unknown to petitioner; if known, give name and relationship to decedent]:

COMBINED VERIFICATION, OATH & DESIGNATION

[For use when petitioner is to be appointed administrator d.b.n.]

STATE OF )

COUNTY OF ) ss:

The undersigned, the petitioner named in the foregoing petition, being duly sworn, says:

1. VERIFICATION: I have read the foregoing petition subscribed by me and know the contents thereof, and the same is true of my own knowledge, except as to the matters therein stated to be alleged upon information and belief, and as to those matters I believe it to be true.

2. OATH OF ADMINISTRATOR d.b.n.: I am over eighteen (18) years of age and a citizen of the United States; I will well, faithfully and honestly discharge the duties of administrator d.b.n. I am not ineligible to receive letters.

3. DESIGNATION OF CLERK FOR SERVICE OF PROCESS: I do hereby designate the Clerk of the Surrogate's Court of ________ County, and his orher 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 within the State of New York after due diligence used.

My domicile is:

(Street Address) (City/Town/Village) (State) (Zip Code)

______________

Signature of Petitioner

______________

(Print Name)

On ____________, ________, 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)

Signature of Attorney: ____________

Print Name: ____________

Firm Name: ____________ Tel. No.: ________

Address of Attorney: ____________

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COMBINED CORPORATE VERIFICATION, CONSENT AND DESIGNATION

[For use when a petitioner to be appointed is a bank or trust company]

STATE OF )

COUNTY OF ) ss:

The undersigned, a

(Title) of

(Name of Bank or Trust Company)

a corporation duly qualified to act in a fiduciary capacity without further security, being duly sworn, say:

1. VERIFICATION: I have read the foregoing petition subscribed by me and know the contents thereof, and the same is true of my own knowledge, except as to the matters therein stated to be alleged upon information and belief, and as to those matters I believe it to be true.

2. CONSENT: I consent to accept the appointment as Administrator d.b.n. of the decedent described in the foregoing petition and consent to act as such fiduciary.

3. DESIGNATION OF CLERK FOR SERVICE OF PROCESS: I do hereby designate the Clerk of the Surrogate's Court of ________ County, and his or 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 within the State of New York after due diligence used.

______________

(Name of Corporate Petitioner)

______________

(Signature of Officer)

______________

(Print Name and Title of Officer)

On the ________, ________, 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 the 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)

Signature of Attorney: ____________

Print Name: ____________

Firm Name: ____________ Tel. No.: ________

Address of Attorney: ____________

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