DOCUMENTS NEEDED TO OPEN A PROBATE:
- Original and valid will (including codicils)
- Death certificate
- Marriage certificate
The initial Application must include an original Death Certificate.
Estate papers (called pleadings), the original Will, if any, and proper payment are presented together to the Court for review and appointment of the personal representative and/or probate of the Will, if any. The initial Application must be signed by the applicant in the presence of a notary public and should include an original Death Certificate. Applicants must submit complete, accurate, and truthful pleadings to the Court.
If, for any reason, the Court does not accept the estate, all payments and pleadings are returned to the applicant. Once the Court opens the probate case, no refunds are possible, but a receipt is given to the filing party.
Each pleading is presented with original documents. The Court keeps the original and returns endorsed copies to the filing party. The use of white out is not permitted, mistakes can be lined through and initialed. Documents should be printed single sided.
Once the Judge signs the Order appointing the Personal Representative, the Court issues Letters Testamentary (in cases where the decedent left a valid will) or Letters of Administration (in cases where the decedent did not leave a valid will). These Letters give the Personal Representative legal authority to conduct the decedent’s estate business.
Examples of matters to arise in a probate case include, but are not limited to:
- Legally changing title to real property owned by the decedent to name of new owner(s)
- Legally changing title to personal property, such as bank accounts, stocks , bonds, etc.
- Paying creditors
- Filing decedent’s income taxes and estate taxes, if necessary