Free 4. Petition to Probate Will in Common Form - Georgia


File Size: 62.7 kB
Pages: 12
Date: June 23, 2009
File Format: PDF
State: Georgia
Category: Probate
Word Count: 2,547 Words, 18,653 Characters
Page Size: Letter (8 1/2" x 11")
URL

http://www.gaprobate.org/forms/forms06/New%20Forms/09gpcsf04%20complete.pdf

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GEORGIA PROBATE COURT STANDARD FORM

Petition to Probate Will in Common Form

INSTRUCTIONS

I.

Specific Instructions

1.

This form is to be used when filing a petition to probate will in common form pursuant to O.C.G.A. §53-5-16 et seq. This form should not be used in connection with a petition to probate a copy of a will in lieu of a lost original without checking with the court in which the petition will be filed. This form should not be used to file a combination petition to probate will and for letters of administration with the will annexed (see Petition to Probate Will in Solemn Form and For Letters of Administration with Will Annexed).
Paragraph 5 requires a definitive statement that the list in Paragraph 3 includes each and every heir of the decedent, and that there are no heirs of the same or closer degree according to O.C.G.A §53-2-1. Provide the date of death for any deceased heirs. NOTE: If you are uncertain how to determine the heirs of a decedent, please refer to the "Heirs Determination Sheet" 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."

2.

3.

4.

II.

General Instructions

General instructions applicable to all Georgia probate court standard forms are available in each probate court.

Effective 7/09

GPCSF 4 Complete

GEORGIA PROBATE COURT STANDARD FORM

IN THE PROBATE COURT OF STATE OF GEORGIA IN RE: ESTATE OF ) ) , ) )

COUNTY

ESTATE NO. _______________ PETITION TO PROBATE WILL IN COMMON FORM

DECEASED

TO THE HONORABLE JUDGE OF THE PROBATE COURT: The petition of address is/are 1. On , 20 , _____________________________________
First Middle Last Name

whose mailing , shows:

whose place of domicile was _________________________________________________________
Street City County State

departed this life owning property in Georgia. 2. While alive, the decedent duly made and published a Last Will and Testament dated which is offered for probate in Common Form. Your petitioner(s) is/are named as the Executor(s). 3. Listed below are all of decedent's heirs, with the age or majority status, address, and relationship to the decedent set opposite the name of each: Name Age Address Relationship (Or over 18) _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________

Effective 7/09

GPCSF 4 Complete

4.

(initial if applicable) At the time of the decedent's death, and at this time, the decedent left/leaves (a) minor child(ren), and the Will names a Testamentary Guardian and/or Testamentary Conservator. a. (initial if applicable). The Will names a Testamentary Guardian of (a) minor child(ren) of the decedent. At the time of the decedent' death, he/she had (a) minor child(ren) and there are no living parents; the following individual(s) is/are named as Testamentary Guardian in the decedent's Will: Name Address

________________________________________________________________________ ________________________________________________________________________ _______________________________________________________________________ b. (initial if applicable). The Will names a Testamentary Conservator of (a) minor child(ren) of the decedent. At the time of the decedent's death, he/she had (a) minor child(ren) and there is/are no court-appointed Conservator(s); the following individual(s) is/are named as Testamentary Conservator(s) in the decedent's Will: Name Address

________________________________________________________________________ ________________________________________________________________________ ___________________________________________________________________ c. (initial as applicable). The Will names a Testamentary Conservator of (a) minor child(ren) of the decedent. At the time of the decedent's death, he/she had (a) minor child(ren) and there is/are a court-appointed Conservator(s), who is/are identified as follows: Name Address

________________________________________________________________________ ________________________________________________________________________ ____________________________________________________________________

5.
Effective 7/09 GPCSF 4 Complete

Additional Data: Where full particulars are lacking, state here the reasons for any such omission. Make a definitive statement which will show to the court that those persons named in Paragraph 4 constitute all of the heirs of the decedent and that there are no deceased heirs of similar or higher degrees according to O.C.G.A. §53-2-1. Provide the date of death for any deceased heirs. (See instructions for further clarification.) If any persons listed above as heirs are cousins, grandchildren, nephews or nieces of the decedent, please list the deceased ancestor through whom they are related to the decedent. If any executor nominated in the will has a priority equal to or higher than the propounder but will not qualify, indicate the name and reasons. 6. (initial one) 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 state. The probate of another purported Will of the decedent is pending in this state in the ______ County Probate Court. The names and address(es) of the propounder(s) and the names, addresses and ages or majority status of the beneficiaries under the other purported Will to whom notice is required under O.C.G.A. §53-5-22(b) are listed on the attachment hereto, which is expressly made a part hereof, as if fully set forth herein. WHEREFORE, petitioner(s) pray(s) 1. leave to prove said Will in common form, 2. that due and legal notice be given as the law requires, 3. that said Will be admitted to record on proper proof, 4. that Letters of Testamentary Guardianship and/or Letters of Testamentary Conservatorship issue, if applicable, 5. that Letters Testamentary issue, and 6. that this Court order such other relief as may be proper under the circumstances. _____________________________________ Signature of first petitioner Printed Name Address Signature of second petitioner if any _____________________________________ Printed Name _____________________________________ Address _____________________________________ _____________________________________ Telephone Number

Telephone Number Signature of Attorney: Typed/printed name of Attorney: Address:

_____________________________________ _____________________________________ _____________________________________

Telephone:

State Bar # ________

Effective 7/09

GPCSF 4 Complete

VERIFICATION

GEORGIA,

COUNTY

Personally appeared before me the undersigned petitioner(s) who on oath state(s) that the facts set forth in the foregoing petition are true.

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

_____________________________________ NOTARY/CLERK OF PROBATE COURT My Commission Expires _________________ -----------------------------------------------------------------------------------------------------------------------------Sworn to and subscribed before me this day of , 20 . _____________________________________ Second Petitioner, if any Printed Name

_____________________________________ NOTARY/CLERK OF PROBATE COURT My Commission Expires__________________ Printed Name

Effective 7/09

GPCSF 4 Complete

TESTAMENTARY GUARDIAN AND/OR TESTAMENTARY CONSERVATOR CONSENT TO SERVE (To be completed only in the event a Testamentary Guardian/Conservator is named in the will)

GEORGIA, IN RE: PETITION OF

COUNTY TO PROBATE

THE WILL OF _________________________________________________________________, DECEASED, IN COMMON FORM

I/We, the undersigned, being 18 years of age or older, laboring under no legal disability and being named as Testamentary Guardian(s) and/or Testamentary Conservator(s), hereby consent to serve. I understand that once appointed, I will have the same rights, powers, and duties as set forth in O.C.G.A. §29-2-4 and 29-3-5. SIGNATURE Sworn to and subscribed before me this day of , 20 . _____________________________________ _____________________________________ NOTARY/CLERK OF PROBATE COURT My Commission Expires ______________ -----------------------------------------------------------------------------------------------------------------------------Sworn to and subscribed before me this day of , 20 . _____________________________________ _____________________________________ NOTARY/CLERK OF PROBATE COURT My Commission Expires _______________ -----------------------------------------------------------------------------------------------------------------------------Sworn to and subscribed before me this day of , 20 . _____________________________________ _____________________________________ NOTARY/CLERK OF PROBATE COURT My Commission Expires ______________ Printed Name Printed Name Printed Name

Effective 7/09

GPCSF 4 Complete

PROBATE COURT OF STATE OF GEORGIA IN RE: ESTATE OF , DECEASED ) ) ) )

COUNTY

ESTATE NO. _____________________ PETITION TO PROBATE WILL IN COMMON FORM

ORDER It has been shown to the Court in the matter of the Last Will and Testament of ____________________________________________________________________________ deceased, propounded by ________________________________________________________________________, named as Executor(s), that the said decedent died domiciled in said County; and that the said Will has been (self-proved) (proved by a witness) to be the Last Will and Testament of said decedent as alleged by the propounder. IT IS, THEREFORE, ORDERED by this Court that said Will be established as the Last Will and Testament of , that the same be admitted to record as proved in Common Form, that the Executor(s) has/have leave to qualify as such by taking the required oath, and upon so doing, that Letters Testamentary be issued. IT IS FURTHER ORDERED that the Executor(s), after payment of all debts, shall disburse property according to the terms of the Will and shall maintain all records of income and disbursements until they are discharged. IT IS FURTHER ORDERED that the deputy clerk/clerk shall serve the Executor(s) with a copy of this Order by first class mail and shall file a certificate of service showing such service. (initial if applicable) IT IS FURTHER ORDERED that Letters of Testamentary Guardianship and/or Conservatorship shall issue to the individuals so designated in said Will.

SO ORDERED this

day of

, 20

.

____________________________________________ Probate Judge

Effective 7/09

GPCSF 4 Complete

PROBATE COURT OF

COUNTY

STATE OF GEORGIA

IN RE: ESTATE OF

) ) , ) )

ESTATE NO. _________________

PETITION TO PROBATE WILL IN COMMON FORM

DECEASED

OATH

I do solemnly swear (or affirm) that the writing now being presented to this Court is the true Last Will and Testament of , deceased, so far as I

know or believe, and that I will well and truly execute the same in accordance with the laws of Georgia. So help me God.

Sworn to and subscribed before me this day of , 20 . _____________________________________ Executor _____________________________________ CLERK OF PROBATE COURT _____________________________________ Printed Name

------------------------------------------------------------------------------------------------------------------------------

Sworn to and subscribed before me this day of , 20 . _____________________________________ Executor _____________________________________ CLERK OF PROBATE COURT Printed Name

STATE OF GEORGIA

COUNTY OF

ESTATE NO. _____________

LETTERS TESTAMENTARY Common Form (Relieved of Filing Returns)

By KNOW ALL WHOM IT MAY CONCERN: That on the day of

, Judge of the Probate Court of said County.

, 20

, at a regular term of the , , of

Probate Court, the Last Will and Testament dated

deceased, at the time of his or her death a resident of said County, was legally proven in common form and was admitted to record by order, and it was further ordered that ___________________________________________________ ____________________named as Executor(s) in said Will, be allowed to qualify, and that upon so doing, Letters Testamentary be issued to such Executor(s). NOW, THEREFORE, the said ,

having taken the oath of office and complied with all the necessary prerequisites of the law, is/are legally authorized to discharge all the duties and exercise all the powers of Executor(s) under the Will of said deceased, according to the Will and the law.

Given under my hand and official seal, the

day of

, 20

.

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

Issued by: _____________________________________ PROBATE CLERK/DEPUTY CLERK

(Seal)

STATE OF GEORGIA COUNTY OF ESTATE NO. __________________ LETTERS TESTAMENTARY Common Form (Not Relieved of Filing Return) By , Judge of the Probate Court of said County.

KNOW ALL WHOM IT MAY CONCERN: That on the day of , 20 , at a regular term of the , ,

Probate Court, the Last Will and Testament dated of

, deceased, at the

time of his or her death a resident of said County, was legally proven in common form and was admitted to record by order, and it was further ordered that __________________________________________ ______________________________, named as Executor(s) in said Will, be allowed to qualify, and that upon so doing, Letters Testamentary be issued to such Executor(s). NOW, THEREFORE, the said ____________________________________________________ having taken the oath of office and complied with all the necessary prerequisites of the law, is/are legally authorized to discharge all the duties and exercise all the powers of Executor(s) under the Will of said deceased, according to the Will and the law; and is/are hereby required to render a true and correct inventory of all property, both real and personal, and any and all debts of the estate, and make a return of them to this Court; and further, to file a proper annual or final return with this Court each year until the Executorship is fully discharged. Given under my hand and official seal, the day of ,20 .

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

Issued by: (Seal) PROBATE CLERK/DEPUTY CLERK

STATE OF GEORGIA COUNTY OF ESTATE NO. _________________

LETTERS OF TESTAMENTARY GUARDIANSHIP OF MINOR (To be completed only in the event a Testamentary Guardian/Conservator is named in the will) From the Judge of the Probate Court of said County. TO: RE: , Testamentary Guardian(s) , Minor

Pursuant to the Last Will and Testament of , deceased, you have been appointed Testamentary Guardian of the minor. You have assented to this appointment by taking your oath. In general, your duties as Testamentary Guardian are to protect and maintain the person of the minor and your power over the minor shall be the same as that of a parent over a child, the guardian(s) standing in place of the parent(s). A guardian shall at all times act as a fiduciary in the minor's best interest and exercise reasonable care, diligence, and prudence. Special Instructions: 1. 2. 3. 4. It is your duty to see that the minor is adequately fed, clothed, sheltered, educated, and cared for, and that the minor receives all necessary medical attention. You must keep the Court informed of any change in your name or address. You should inform the Court of any change of location of your minor. You shall, within 60 days of appointment and within 60 days after each anniversary date of appointment, file with this Court and provide to the conservator of the minor, if any, a personal status report concerning the minor. You shall promptly notify the court of any conflict of interest which may arise between you as guardian and the minor pursuant to O.C.G.A. §29-2-23. The guardianship automatically terminates when the minor dies, reaches age 18, is adopted, or is emancipated. You shall act in coordination and cooperation with the minor's conservator, if appointed, or if not, with others who have custody of the minor's property. Please consult your attorney if you have any questions. Your authority to act pursuant to these Letters is subject to applicable statute and to any special orders entered in this case. day of , 20 .

5. 6. 7. 8.

Give under my hand and official seal, this

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

Issued by:

PROBATE CLERK/DEPUTY CLERK

(Seal)

STATE OF GEORGIA COUNTY OF ESTATE NO. ________________

LETTERS OF TESTAMENTARY CONSERVATORSHIP OF MINOR (To be completed only in the event a Testamentary Guardian/Conservator is named in the will) From the Judge of the Probate Court of said County. TO: RE: , Testamentary Conservator(s) , Minor

Pursuant to the Last Will and Testament of the below-named decedent, you have been appointed Testamentary Conservator of the minor's property. You have assented to this appointment by taking your oath. In general, your duties as Testamentary Conservator are to protect and maintain the property of the minor and utilize the minor's property solely for the benefit of the minor. Please consult your attorney if you have any questions. These Letters of Testamentary Conservatorship empower the above testamentary conservator to hold, for the minor, only property which passed through the estate of , Deceased.

Given under my hand and official seal, this

day of

, 20

.

____________________________ Probate Judge

Note:

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

Issued by:

(Seal) PROBATE CLERK/DEPUTY CLERK