Florida Probate Administration
When a person dies, there are certain steps must be taken. Any taxes must be paid, creditors must be notified, debts must be paid, and ownership to their property must be transferred to their beneficiaries.
The process of performing these tasks is called probate administration. This is a formal process by which the court will oversee these tasks of wrapping up the decedent's affairs, including all of the above activities.
Probate administration is required whether a person dies testate (with a will) or intestate (without a will).
When someone dies in Florida and owns property, the probate court will determine who the rightful person or persons are to receive the assets of the deceased. This process is called Probate Administration. This process is very similar whether the person died with a will ("testate") or without a will ("intestate").
To get started, you will need to provide your attorney the following information:
1. The original Last Will & Testament of the decedent, if one exists,
2. An original short form death certificate (does NOT include the cause of death),
3. A general description and estimate value of the decedent's property,
4. The name and addresses of each beneficiary or heir and date of birth for anyone under age 18.
5. Funds for costs and either a retainer or fee, if the attorney charges flat fees.
First, your attorney will prepare a Petition for Administration, and Oath of Personal Representative and Designation of Resident Agent. They may also prepare consent forms if there are beneficiaries other than the petitioner. Your attorney will then file the papers along with the originals of the Last Will & Testament, if one exists, and Death Certificate with the probate court.
Next, your attorney will publish a Notice to Creditors for two consecutive weeks in a local newspaper. Creditors have 3 months to file a claim against the estate. The attorney will also send a notice directly to any known creditors of the decedent, they have 30 days from the date of the notice to file a claims again the estate. The attorney will also prepare an Inventory with the description and value of all assets of the decedent and send a copy of the court and all beneficiaries.
During this time, the Personal Representative may sell any real property (with approval from the court if necessary) and any personal property. All proceeds will be deposited into a bank account in the name of the estate of the decedent for payment of any creditor claims, fees, costs and other expenses.
Finally, your attorney will prepare a Final Accounting, a Petition for Discharge and proposed order for the court. The attorney may also send copies to all interested parties along with a waiver allowing the final process to be expedited. Once the court issues certified copies of the order for discharge and the administration process is complete.
The minimum time for a simple estate is between six and nine months. However, if you have anything outside of the ordinary, this process can and will take longer.
Summary Administration is an attractive option which many people want to pursue when they lose a loved one. However it is not available to everyone; your loved one's estate must qualify for summary administration.
To qualify, the decedent's Will cannot direct Formal Administration pursuant to Chapter 733 of the Florida Statutes and: (1) "...the value of the entire estate subject to administration in this state, less the value of property exempt from the claims of creditors, does not exceed $75,000..." or (2) "...the decedent has been dead for more than 2 years."
Both resident and non-resident decedents may qualify for Summary Administration.
Even if an estate meets all of the other requirements, summary administration may not be the best course of action. Factors that may lead you to choose formal administration include (but are not limited to) the presence of creditors of the estate, multiple beneficiaries, assets in other jurisdictions, likelihood of contests, objections, or disputes, homestead issues, federal, state, and local tax matters, elective share matters, etc.
Ancillary Administration is a probate process that is conducted in a state other than the state in which the decedent resided. Probate administration must be completed in each state in which a decedent owned property. It is "ancillary" because it occurs at same time and in addition to Formal Administration in the decedent's home state.
For example, if a resident of Alabama dies owning a condominium in Pensacola Beach, Florida, Formal Probate Administration will be conducted in Alabama and Ancillary Administration will be conducted in the Florida.
Serving families in Escambia and Santa Rosa County.
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