Form 3 Petition For Permanent Letters of Administration

Download as pdf or txt
Download as pdf or txt
You are on page 1of 19

PETITION FOR LETTERS OF ADMINISTRATION

INSTRUCTIONS

I. Specific Instructions

1. This form is to be used for a petition for letters of administration pursuant to O.C.G.A. §53-6-20
et seq.

2. Use of this form is permissible, but not mandatory, in connection with a petition for appointment
of a successor administrator, pursuant to O.C.G.A. §53-6-21(b). Appropriate interlineations must
be made, and additional information must be given concerning the identity of the previous
administrator, the reason for the vacancy in the office, and the date the office became vacant.

3. With respect to the conditions under which the judge may, pursuant to O.C.G.A. § 53-7-1(b),
waive bond and/or grant certain powers contained in O.C.G.A. §53-12-261, note:
(a) All of the heirs must consent, and
(b) Notice must be published.

4. O.C.G.A. §53-11-2 provides a party to a probate court proceeding concerning a decedent’s estate
who is unborn or unknown or is not sui juris must be represented by a guardian. However the
court may appoint a guardian ad litem or determine that the natural guardian, guardian of the
person, conservator, or testamentary guardian who has no conflict may serve as guardian ad
litem. (See GPCSF 16). For purposes of the consent described in paragraph 3 above, with
respect to any heir who is not sui juris, such consent may be given by such guardian. The
personal representative of a deceased heir is authorized to consent on behalf of that heir.

5. Paragraph 4 requires sufficient factual information for the Court to conclude that those listed in
paragraph 3 include each and every heir of the decedent and that there are not additional heirs of
the same or closer degree according to O.C.G.A. §53-2-1. These facts must allow the Court to
rule out the possibility that there may be other heirs of similar or closer degree that have not been
listed. Provide the date of death of any deceased heirs and the name of the Personal
Representative if applicable. The Personal Representative of a deceased heir is authorized to
consent on behalf of that heir. O.C.G.A. §53-6-30. NOTE: If you are uncertain how to
determine the heirs of a decedent, refer to the “Heirs Determination Worksheet” available from
the Probate Court or at www.gaprobate.org. Examples of such statement would be: (a) “decedent
was or was not married at the time of his death and had no children born, adopted, living or
deceased, other than listed herein”; (b) “decedent had no other siblings half or whole other than
those listed herein”; (c) “the decedent’s brother who died previously, had no other children born,
adopted, living or deceased, other than listed herein.”

6. According to Probate Court Rule 5.6 (A), unless the court specifically assumes the responsibility,
it is the responsibility of the moving party to prepare the proper citation and deliver it properly so
it may be served according to law. All pages after page 7 are to be completed by the moving
party, unless otherwise directed by the court.

II. General Instructions

General instructions applicable to all Georgia probate court standard forms are available in each
probate court, labeled GPCSF 1.

GPCSF 3 Eff. July 2013


IN THE PROBATE COURT
COUNTY OF BIBB
STATE OF GEORGIA

IN RE: ESTATE OF )
)
__________________________________, ) ESTATE NO. _____________
DECEASED )

PETITION FOR LETTERS OF ADMINISTRATION

The petition of ,

whose physical address(es) is/are ,


Street City County State Zip Code
and mailing address(es) is/are ,
Street City County State Zip Code
shows to the Court the following:
1.

,
(Full name of decedent) First Middle Last

whose place of domicile was ,


Street City County State Zip Code

departed this life on , 20 , intestate.

2.

The above named decedent died without a valid Last Will and Testament.

3.

Listed below are the names of all the decedent’s heirs with the age or majority status,
address, and relationship to decedent set opposite the name of each:

Name Age (or over 18) Address Relationship

GPCSF 3 [1] Eff. July 2013


4.

Required: Provide sufficient factual information to enable the Court to conclude that all
of the heirs of the decedent are included and that there are no heirs of similar or higher degree
according to O.C.G.A. §53-2-1. Provide the names of any deceased heirs and include the date of
death for each. (See instructions for further clarification.) Also, state here all pertinent facts
which may govern the method of giving notice to any party and which may determine whether or
not a guardian ad litem should be appointed for any party. If any heirs listed above are cousins,
grandchildren, nephews or nieces of the decedent, indicate the deceased ancestor through whom
they are related to the decedent.

5.

Under the law, it is necessary that said estate be administered and

should be appointed Administrator(s) by reason of:

(Initial one)
(a) being unanimously selected by all the heirs. (This alternative does not apply if
the surviving spouse is the sole heir and an action for divorce or separate
maintenance was pending at the time of decedent’s death);
(b) being the surviving spouse where no action for divorce or separate maintenance
was pending at the time of decedent’s death;
(c) being (an) heir(s) and not the surviving spouse;
(d) having been selected by a majority in interest of the heirs;
(e) being (an) eligible person(s) as defined by O.C.G.A. §53-6-1;
(f) being (a) creditor(s) of the decedent (evidence of the indebtedness is attached);
(g) being the county administrator.

6.

To the knowledge of the petitioner(s), no other proceedings with respect to this estate are
pending, or have been completed, in any other probate court in this or any other state.

GPCSF 3 [2] Eff. July 2013


7.

The decedent passed leaving an estate of real property located in


County(ies), Georgia (also, list real property that is located in another
state and/or country) having a total fair market value of approximately $
and personal property as follows (provide approximate value):

(a) Cash/bank accounts/certificates of deposit; $


(b) Stocks/bonds/brokerage accounts; $
(c) Other assets of significant value (list); $

APPROXIMATE TOTAL VALUE OF PERSONAL PROPERTY $

8.
(Petitioner(s) MUST initial one):

(a) All heirs have consented to the waiver of bond and/or grant of certain powers
contained in O.C.G.A. §53-12-261 to the Administrator(s). Therefore, the
Petitioner(s) hereby move(s) the Court to publish notice of the filing of the
Petition and tender(s) with this Petition publication fees. This only applies if all
heirs have properly selected, acknowledged and consented to this option.

(b) The identities and/or addresses of all heirs are not known. Therefore, the
Petitioner(s) hereby move(s) the Court to publish notice of the filing of the
Petition, and tender(s) with this Petition publication fees.

(c) Notice of this Petition need not be published because the Petitioner(s) has/have
listed all heirs at law and their addresses, and Petitioner(s) is/are not requesting a
waiver of bond, inventory and returns, or the grant of powers contained in
O.C.G.A. § 53-12-261.

9.

Additional Data: Where full particulars are lacking, state here the reasons for any such
omission.

GPCSF 3 [3] Eff. July 2013


WHEREFORE, Petitioner(s) pray(s) that:

1. Service be perfected; and


2. That if no good cause is shown to the contrary,
be appointed Administrator(s) of the estate of said decedent.

Signature of First Petitioner Signature of Second Petitioner, if any

Printed Name Printed Name

Mailing Address Mailing Address

Telephone Number Telephone Number

Signature of Attorney

Printed Name of Attorney


Address

Telephone Number State Bar #

GPCSF 3 [4] Eff. July 2013


VERIFICATION

GEORGIA, BIBB COUNTY

Personally appeared before me the undersigned Petitioner(s) who, after being duly sworn,
state(s) that the facts set forth in the foregoing petition (and the attached exhibits) are true.

Sworn to and subscribed before me this


______ day of ________________, 20____. ____________________________________
Signature of First Petitioner

___________________________________
NOTARY/CLERK OF PROBATE COURT Printed Name of First Petitioner
My Commission Expires _______________

Sworn to and subscribed before me this


______ day of _________________, 20___. ____________________________________
Signature of Second Petitioner

___________________________________
NOTARY/CLERK OF PROBATE COURT Printed Name of Second Petitioner
My Commission Expires _______________

GPCSF 3 [5] Eff. July 2013


IN THE PROBATE COURT
COUNTY OF BIBB
STATE OF GEORGIA

IN RE: ESTATE OF )
)
__________________________________, ) ESTATE NO. _____________
DECEASED )

SELECTION BY HEIRS
(AND CONSENT OF HEIRS TO WAIVER OF BOND
AND/OR GRANT OF CERTAIN POWERS)
(make a separate page of this form for each heir consenting)

I, being an heir of the above decedent, and being sui juris (of age and sound mind), do
hereby acknowledge service, waive all further notice, and select
__________________________________________ to act as Administrator(s) of the above
styled estate. If so indicated below, I hereby consent for the Administrator(s) to be granted the
additional powers contained in (a), (b) and/or (c) below.
(a) (optional; initial if applicable TO WAIVE REPORTS) The Personal Representative
is required by law to file reports (Inventory and Returns) and provide a copy to each
interested party. By initialing here I agree that the Personal Representative should
not be required to file any reports.
(b) (optional; initial if applicable TO WAIVE BOND) The Personal Representative is
required by law to post a bond as the court deems necessary. By initialing here I
agree that the Personal Representative should not be required to post a bond.
(c) (optional; initial if applicable TO GRANT POWERS) The Personal Representative
is required by law to file a petition for leave to sell and obtain other approval by the
court for various acts. By initialing here I agree that the Personal Representative
should be awarded all of the powers contained in O.C.G.A. §53-12-261.

Sworn to and subscribed before me this day of , 20 .

____________________________________
Signature of Heir

____________________________________
Printed Name

___________________________________
NOTARY/CLERK OF PROBATE COURT

My Commission Expires _______________

GPCSF 3 [6] Eff. July 2013


NOTICE:

THE FOLLOWING PAGES ARE TO BE


COMPLETED BY THE PETITIONER (MOVING
PARTY) UNLESS OTHERWISE DIRECTED BY
THE COURT.

SEE PROBATE COURT RULE 5.6 (A).

GPCSF 3 [7] Eff. July 2013


IN THE PROBATE COURT
COUNTY OF BIBB
STATE OF GEORGIA

IN RE: ESTATE OF )
)
__________________________________, ) ESTATE NO. _____________
DECEASED )

PETITION FOR LETTERS OF ADMINISTRATION


ORDER FOR SERVICE OF NOTICE

____ (a) Since the heirs have not made a unanimous selection;

IT IS ORDERED that notice be issued and served upon each heir who did not
acknowledge service. Notice of this petition shall be mailed by first-class mail to each heir with
a known address at least thirteen (13) days prior to the date on or before which any objection is
required to be filed. If there is any heir whose current address is unknown, notice shall be
published once a week for four weeks prior to the date for which any objection must be filed.

____ (b) Since the heirs have made a unanimous selection, and the Petitioner(s) has/have
requested the waiver of bond and/or grant of certain powers,

IT IS ORDERED that notice shall be published once each week for four weeks prior to
the week which includes the date on or before which any objection must be filed.

SO ORDERED this _____ day of __________________ , 20___.

________________________________________
Sarah S. Harris Probate Judge

GPCSF 3 [8] Eff. July 2013


IN THE PROBATE COURT
COUNTY OF BIBB
STATE OF GEORGIA

IN RE: ESTATE OF )
)
__________________________________, ) ESTATE NO. _____________
DECEASED )

PETITION FOR LETTERS OF ADMINISTRATION


NOTICE

NOTE: Strike the sentence in parenthesis below if not applicable.

TO: (any heir whose current address is unknown

has petitioned (for )


to be appointed Administrator(s) of the estate of
deceased, of said County. (The Petitioner has also applied for waiver of bond and/or grant of
certain powers contained in O.C.G.A. §53-12-261.) All interested parties are hereby notified to
show cause why said petition should not be granted. All objections to the petition must be in
writing, setting forth the grounds of any such objections, and must be filed with the court on or
before , 20 . All pleadings/objections must be signed under oath before a
notary public or before a probate court clerk, and filing fees must be tendered with your
pleadings/objections, unless you qualify to file as an indigent party. Contact probate court
personnel at the following address/telephone number for the required amount of filing fees. If
any objections are filed, a hearing will be scheduled at a later date. If no objections are filed, the
petition may be granted without a hearing.

DATE: Sarah S. Harris____________________


PUBLICATION DATES: PROBATE JUDGE

FOUR INSERTIONS By: ________________________________


CHECK/MO NO. ________ PROBATE CLERK/DEPUTY CLERK
ATTACHED FOR: $85.00 Probate Court of Bibb County
ATTORNEY: Bibb County Courthouse, Room 207
P.O. Box 6518
COURT REQUESTS AFFIDAVIT Macon, GA 31208-6518
(478) 621-6494

PETITITON FOR LETTERS OF ADMINISTRATION

GPCSF 3 [9] Eff. July 2013


IN THE PROBATE COURT
COUNTY OF BIBB
STATE OF GEORGIA

IN RE: ESTATE OF )
)
__________________________________, ) ESTATE NO. _____________
DECEASED )

ORDER FOR APPOINTMENT OF GUARDIAN AD LITEM

IT IS ORDERED that
Name Address Telephone Number

is appointed guardian ad litem for ,


(minor)(unborn heir)(and the unknown heir), and that said guardian ad litem be duly served with
a copy of the foregoing Notice, petition, and this order, and that upon said guardian ad litem’s
acceptance of same, said guardian ad litem shall make answer hereto. This appointment is
limited to this proceeding only and it shall cease when a final order is entered on this petition.

SO ORDERED this _______ day of ________________, 20____.

________________________________
Sarah S. Harris Probate Judge

GPCSF 3 [10] Eff. July 2013


IN THE PROBATE COURT
COUNTY OF BIBB
STATE OF GEORGIA

IN RE: ESTATE OF )
)
__________________________________, ) ESTATE NO. _____________
DECEASED )

ANSWER OF GUARDIAN AD LITEM

I hereby accept the foregoing appointment; acknowledge service and notice of the
proceedings as provided by law, and for answer say:

This ____ day of ______________, 20____.

Signature of Guardian Ad Litem (GAL):


Typed/printed name of GAL:
Address:

Telephone Number:

GPCSF 3 [11] Eff. July 2013


IN THE PROBATE COURT
COUNTY OF BIBB
STATE OF GEORGIA

IN RE: ESTATE OF )
)
__________________________________, ) ESTATE NO. _____________
DECEASED )

CERTIFICATE OF SERVICE

I certify that I have on this date mailed, unless otherwise noted, in an envelope with the
proper postage affixed thereto for first-class mail delivery a copy of the Petition including any
attached exhibits and the notice to the following parties:

This _______ day of ________________, 20____.

Clerk/Deputy Clerk of the Probate Court


Probate Court of Bibb County
Bibb County Courthouse, Room 207
P. O. Box 6518
Macon, GA 31208-6518
(478) 621-6494

GPCSF 3 [12] Eff. July 2013


IN THE PROBATE COURT

COUNTY OF BIBB
STATE OF GEORGIA

IN RE: ESTATE OF )
)
__________________________________, ) ESTATE NO. _____________
DECEASED )

ORDER APPOINTING PERSONAL REPRESENTATIVE

A petition having been filed for Letters of Administration on the above styled estate;
service and/or publication having been perfected according to law; venue having been shown to
lie in this court; the decedent having died intestate;

_____________________________________________________________________________
having been shown to be lawfully qualified to be appointed as administrator(s); and no objection
having been offered;

IT IS ORDERED AND ADJUDGED that the person(s) named above to be qualified for
such office be, and is/are hereby, appointed Administrator(s) of the estate of said decedent, and
that appropriate Letters be issued upon said Administrator(s) (giving bond with approved surety
in the sum of $__________________________ and) taking the oath as provided by law. The
Administrator(s) shall not make any distribution to a person for the benefit of a minor unless that
person is qualified to receive such funds according to law.

IT IS FURTHER ORDERED that upon unanimous consent and publication of notice as


necessary, the Court hereby: (Initial if applicable.)

______ (a) REPORTS WAIVED: Grants to the Administrator(s) the power to serve
without making and filing inventory, and without filing any annual or
other returns or reports to any court; but the fiduciary(ies) shall furnish to
the heirs, at least annually, a statement of receipts and disbursements.

______ (b) BOND WAIVED: Waives the requirement to post bond.

______ (c) POWERS GRANTED: Grants to the Administrator(s) the powers


contained in O.C.G.A. §53-12-261 not included in (a) above.

SO ORDERED this ________ day of ____________________, 20______.

FILED
_________________ _________________________________
Date Sarah S. Harris Probate Judge
______________________
Dep. Clerk

GPCSF 3 [13] Eff. July 2013


IN THE PROBATE COURT
COUNTY OF BIBB
STATE OF GEORGIA

IN RE: ESTATE OF )
)
__________________________________, ) ESTATE NO. _____________
DECEASED )

OATH OF ADMINISTRATOR

Georgia, Bibb County

I do solemnly swear or affirm that ___________________________________________,


deceased, died intestate, so far as I know or believe, and that I will well and truly administer all
the estate of the decedent, and disburse the same as the law requires, and discharge to the best of
my ability all my duties as Administrator. So help me God.

Sworn to and subscribed before


me this _____ day of __________, 20___. ___________________________________
Signature of Administrator

_________________________________ ___________________________________
Judge/Clerk of the Probate Court Printed Name of Administrator

Sworn to and subscribed before


me this _____ day of __________, 20___. ___________________________________
Signature of Administrator

_________________________________ ___________________________________
Judge/Clerk of the Probate Court Printed Name of Administrator

GPCSF 3 [14] Eff. July 2013


IN THE PROBATE COURT
COUNTY OF BIBB
STATE OF GEORGIA

IN RE: ESTATE OF )
)
__________________________________, ) ESTATE NO. _____________
DECEASED )

LETTERS OF ADMINISTRATION
(Bond Waived and/or Certain Powers Granted at Time of Appointment)

WHEREAS, _______________________________________________died intestate


(Initial one)
______ domiciled in this County;
______ not domiciled in this State, but owning property in this County;
and this Court granted an order appointing _______________________________________
as Administrator(s) of the estate of said decedent, on condition that said Administrator(s) give(s)
oath as required by law; and the said Administrator(s) having complied with said condition; the
Court hereby grants unto said Administrator(s) full power to collect the assets of said decedent,
and to pay the debts of said estate, so far as such assets will extend, according to law, and then to
pay over the balance, if any, to the heirs of said decedent, and to do and perform all other duties
as such Administrator(s), according to the laws of this State. In addition, this Court:

(Initial all which apply)


______ (a) REPORTS WAIVED: Grants to the Administrator(s) the power to serve
without making and filing inventory, and without filing any annual or
other returns or reports to any court; but the fiduciary(ies) shall furnish to
the heirs, at least annually, a statement of receipts and disbursements.

______ (b) BOND WAIVED: Waives the requirement to post bond.

______ (c) POWERS GRANTED: Grants to the Administrator(s) the powers


contained in O.C.G.A. §53-12-261 not included in (a) above.

IN TESTIMONY WHEREOF, I have hereunto affixed my signature as Judge of the


Probate Court of said County and the seal of this office this ____ day of __________ , 20____.

Sarah S. Harris Probate Judge


NOTE: The following must be signed if the judge
does not sign the original of this document:

Issued by: (Seal)

______________________________
Clerk/Deputy Clerk Probate Court

GPCSF 3 [15] Eff. July 2013


INSTRUCTIONS

1. Unless inventory has been waived, an inventory of the estate must be filed with this Court by
the Administrator within six (6) months after these letters are issued and a copy of that
inventory must be delivered to the heirs by first-class mail within the same period.

2. Within sixty (60) days after these letters are issued, notice must be given once a week for four
(4) weeks by advertisement in the newspaper in this County in which sheriff's notices are
published, requiring creditors of the estate to render in their demands and requiring debtors to
make payment.

3. Unless returns have been waived, or a different accounting period has been approved, within
sixty (60) days after the anniversary date of issuance of these letters, in each and every year,
every Administrator must make a just and true account, under oath, of his receipts and
expenditures on behalf of the estate during the preceding year, together with a note or
memorandum of any other fact necessary to the exhibition of the true condition of the estate.
The vouchers showing the correctness of each item must be retained by the Administrator.

4. The Administrator is allowed six (6) months from the date of his qualification to ascertain the
condition of the estate, during which he is exempt from suit. He should collect all debts due
the estate, and pay the debts of the estate, wholly or in part, at the end of the six-month period.
Payment of the debts of the decedent shall be made in accordance with their rank in priority as
provided in O.C.G.A. §53-7-40.

5. The Administrator may continue the business of the estate for the current year without a court
order.

6. The normal commissions allowed the Administrator are two and one-half percent (2.5%) of
all sums of money received, and a like commission on all sums of money paid out. In
addition, upon petition, the Judge of the Probate Court may allow a commission of up to three
percent (3%) of the value of all property distributed in kind. There are special rules
concerning commissions on interest earned and extra compensation.

7. After the payment of all expenses of administration and other debts, the balance of the estate
shall be promptly distributed to the heirs. The Administrator must then make a final return,
showing the receipts and disbursements since the last annual accounting, unless returns have
been waived.

For further information see O.C.G.A. Title 53, Chapters 6 & 7.

GPCSF 3 [16] Eff. July 2013


IN THE PROBATE COURT
COUNTY OF BIBB
STATE OF GEORGIA

IN RE: ESTATE OF )
)
, ) ESTATE NO.
DECEASED )

LETTERS OF ADMINISTRATION
(Bond, Inventory and Returns Required)

WHEREAS,___________________________ died intestate

(Initial one)

_X _ domiciled in this County;


____ not domiciled in this State, but owning property in this County;

and this Court granted an order appointing _____ as Administrator(s) of the estate of
said decedent, on condition that said Administrator(s) give(s) oath as required by law; and the
said Administrator(s) having complied with said conditions; the Court hereby grants unto said
Administrator(s) full power to collect the assets of said decedent, and to pay the debts of said
estate, so far as such assets will extend, according to law, and then to pay over the balance, if
any, to the heirs of said decedent, and to do and perform all other duties as such
Administrator(s), according to the laws of this State. In addition, this Court:

______ BOND WAIVED: Waives the requirement to post bond until such time as
any recovery of assets is made to the Estate.

***The Administrator has no authority to settle a claim for the estate without Court
approval.

IN TESTIMONY WHEREOF, I have hereunto affixed my signature as Judge of the


Probate Court of said County and the seal of this office this ___ day of _____________, 20___.

_______________________________________
Sarah S. Harris Probate Judge
NOTE: The following must be signed if the judge
does not sign the original of this document:

Issued by: (Seal)

______________________
Clerk/Deputy Clerk of the Probate Court

GPCSF 3 [17] Eff. July 2013


INSTRUCTIONS

1. An inventory of the estate must be filed with this Court by the Administrator within six (6)
months after these letters are issued, and, subject to Instruction 8. below, a copy of that
inventory must be delivered to the sui juris heirs by first-class mail within the same period.

2. Within sixty (60) days after these letters are issued, notice must be given once a week for four
(4) weeks by advertisement in the newspaper in this County in which sheriff's notices are
published, requiring creditors of the estate to render in their demands.

3. Unless a different accounting period has been approved, within sixty (60) days after the
anniversary date of issuance of these letters, in each and every year, every Administrator must
make a just and true account, under oath, of his receipts and expenditures on behalf of the
estate during the preceding year, together with a note or memorandum of any other fact
necessary to the exhibition of the true condition of the estate. The vouchers showing the
correctness of each item must be retained by the Administrator. Subject to Instruction 8.
below, a copy of each such return must be delivered to the sui juris heirs by first-class mail
within the same period.

4. The Administrator is allowed six (6) months from the date of his qualification to ascertain the
condition of the estate, during which he is exempt from suit. He should collect all debts due
the estate, and pay the debts of the estate, wholly or in part, at the end of the six-month period.
Payment of the debts of the decedent shall be made in accordance with their rank in priority as
provided in O.C.G.A. §53-7-40.

5. The Administrator may continue the business of his intestate for the current year without a
court order.

6. The normal commissions allowed the Administrator are two and one-half percent (2.5%) of
all sums of money received, and a like commission on all sums of money paid out. In
addition, the Judge of the Probate Court may allow a commission of up to three percent (3%)
of the value of all property distributed in kind. There are special rules concerning
commissions on interest earned and extra compensation.

7. After the payment of all expenses of administration and other debts, the balance of the estate
shall be promptly distributed to the heirs. The Administrator must then make a final return,
showing the receipts and disbursements since the last annual accounting. Subject to
instruction 8 below, a copy of the final return must be delivered to the sui juris heirs by first-
class mail at the time of filing same.

8. It shall not be necessary for the Administrator to mail copies of any annual returns or the final
return to any heir or beneficiary who has individually waived in writing the right to receive
copies of same unless and until such waiver is revoked in writing.

9. For further information see O.C.G.A. Title 53, Chapters 6 & 7.

GPCSF 3 [18] Eff. July 2013

You might also like