1. Orginal Documents:
It is important to include all of the original documents pertinent to the estate when filing for summary administration. These can include the deceased's will, if one was written; death certificate; title or deed to real property owned by the decedent; promissory notes or other documents related to debts owed; and any other documents related to the deceased's estate or assets.
2. Petition for Summary Administration:
The petition for summary administration is a legal document filed with the court clerk that requests that the court oversee the process of distributing the estate according to Florida law. This document must be signed by all of the heirs, beneficiaries, and other interested parties in order to be considered valid.
3. Affidavit of Hiers:
An affidavit of heirs is a sworn written statement from all of the decedent's family members and/or beneficiaries who have an interest in the estate distribution outlining their relationship to each other and to the decedent. This document will also list any debts owed by or against the estate as well as the estimated value of all assets and liabilities.
The decedent's beneficiaries are those individuals or entities who will inherit the estate after it has been distributed according to Florida law. They must be listed in the petition for summary administration along with their relationships to the deceased and a description of their interest in the estate.
If the decedent owned real property, such as a house or land, they may have designated it as their homestead. If so, then this designation must be noted in the affidavit of heirs and listed on both the petition for summary administration and any orders issued by the court regarding distribution of assets from said property.
6. Creditor Claims:
When filing for summary administration, it is important to list any creditors of the deceased and any claims they may have against the estate. This includes debts such as credit cards, mortgages, automobile loans, or other unpaid bills that must be settled before assets can be distributed to beneficiaries.
7. Notice of Trust (if applicable):
If a trust was established prior to the decedent's death and applies to the estate being administered then a notice of trust must also be included in the petition for summary administration. The notice should include information about who holds the power over the trust, what its purpose is, and how it should be managed after distribution.
8. Proposed Orders to Be Submitted to the Court for Review and Consideration:
The court may issue orders to distribute estate assets or take other action as it deems necessary. In order to do this, a proposed order must be submitted to the court for review and approval. This document should include a detailed description of how the estate will be distributed among heirs and/or beneficiaries and any other actions that are requested by either party in regards to settling the estate.