124 Lake Street South
Long Prairie, MN 56347
Phone: 1-320-732-6112 Fax: 1-320-732-6023
PROBATE QUESTIONNAIRE
(Please print this out, fill it in and fax or bring to our office)
Decedent's
Name_____________________________________________________
Petitioner___________________________________________________________
Petitioner's
Address____________________________________________________________________
Petitioner's Home Phone______________________Work Phone_______________________________
Petitioner's relationship to decedent:____________________________________
Petitioner's Home phone_______________________Work Phone____________________________
Decedent's Birthdate_______________Age____Place of Birth___________________________________
Date of Death_________Place of Death____________________________________________________
Residence at Death____________________________________________________________________
Occupation___________________________________Social Security #__________________________
Marital Status___________________Did Decedent have a will_________________
If no, will all heirs sign a Declination to Act indicating that
they do not wish to be appointed and requesting that the
Court appoint your choice of personal representative?______________
If decedent left no will, will all heirs sign a Request for Waiver of Bond?________________
Did decedent or decedent's spouse receive any Medical Assistance
during their lifetime___. If the answer is "yes",
indicate approximately how much was received by decedent____________decedent's
spouse_____________
PROBATE ASSETS
| Personal Property | Value |
| Household Goods & Furnishings | $___________ |
| Stocks | $___________ |
| Notes, Bonds, CD's | $___________ |
| Checking, Savings & Cash | $___________ |
| List account number(s) if known | |
| Automobile(s) | $___________ |
| Other: Farm equipment, livestock, etc. | $___________ |
| Total |
REAL ESTATE: HOMESTEAD
County of_________________State of_________________________________
City Property_______Rural Property_________Estimated Value $___________________
Assessed Valued from Tax Statement $______________________
Is there a Mortgage, lien or other encumbrance against this property?____Approx. Amount $_______________
Legal Description:_____________________________________________________________________
___________________________________________________________________________________
Do you intend to sell the real estate or have it distributed out to one or more of the heirs?____________________
Has a purchaser been found for this real estate?_______ If so, Purchaser's names & address:_______________
______________________________________________________________________________________
Sale Price: $________________
NON-HOMESTEAD:
County of________________________State of____________________________________
City Property_____Rural Property_____Estimated Value $____________________
Assessed Valued from Tax Statement $____________________________
Is there a Mortgage, lien or other encumbrance against this property?____Appox. Amount $_______________
Legal Description_______________________________________________________________________
____________________________________________________________________________________
Do you intend to sell the real estate or have it distributed out to one or more of the heirs?___________________
Has a purchaser been found for this real estate______ If so, Purchaser's names & address__________________
______________________________________________________________________________________
Sale price $________________Has a purchase agreement been signed?_________________
HEIRS-AT-LAW
(Heirs-at-law are first the Spouse and children & issue of any deceased children. If the decedent was not married or never had any children, then the heirs-at-law would be his parents, if they are still living. If they are not living, the heirs-at-law would be the decedent's brothers and sisters and if any of the decedent's brothers and sisters predeceased decedent, you must also list the issue of any deceased brothers and sisters, i.e. the nieces and nephews from that deceased brother or sister.)
| Name | Birthday (if under 18) | Relationship | Address |
| 1. | * | * | * |
| 2. | * | * | * |
| 3. | * | * | * |
| 4. | * | * | * |
| 5. | * | * | * |
PROBABLE AMOUNT OF DECEDENT'S DEBTS $________________________________
Who do you wish to be appointed administrator?__________________________________________________
Whose address is:_________________________________________________________________________
What newspaper do you want the notice published in"
Long Prairie Leader__Browerville Blade__Eagle Bend/Clarissa__Staples World
If probate will be filed outside of Todd County, notice must be published in the appropriate county.
Before the estate can be closed it will be necessary to file with the Court a Final Account which must balance to the penny. Although all checks will have to be signed by the personal representative, in some instances, the personal representatives prefer to have the attorney's office handle the bookkeeping and actually prepare all checks, balance the checkbook monthly, etc. (See letter to prospective personal representative.)
Estate checks & ledger will be kept by: Representative______Atty________
Copyright © 2001 [Randolph T. Brown]. All rights
reserved.
Revised: November 18, 2002
.