Forms for Florida Summary Administration

Forms for Florida Summary Administration - Probate Law

by Steve Wolfson
(Tamarac, Florida, Broward County)

What forms do I need to file for summary administration and where do I file them?

Answer to Florida Court Forms' Ask The Staff Question

Dear Steve,

The form you will need is the "Petition for Family Administration" and you will need to file it with the clerk of the circuit court. Florida does not provide a free standardized form, but you can draft one as long as you follow chapter 735 of the Florida statutes. Here is an excerpt:

735.103 Petition for family administration.--A verified petition for family administration shall contain, in addition to the statements required by s. 733.202, the following:

(1) Facts showing that petitioners are entitled to family administration, as provided in s. 735.101.

(2) A complete list of the assets of the gross estate for federal estate tax purposes and their estimated value.

(3) An appropriate statement that the estate is not indebted or that provision for payment of debts has been made or the claims are barred.

(4) A proposed schedule of distribution of all assets to those entitled thereto as surviving spouse, heirs, beneficiaries, or creditors.

The petition shall be signed and verified by all beneficiaries and the surviving spouse, if any. The petition may be signed on behalf of a minor or an incompetent by her or his legal guardian or, if none, by her or his natural guardian.

You can purchase a professionally prepared Florida forms package from US Legal here.

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