Full Text
10th District Summary Settlement Guideline (7/05) SUMMARY SETTLEMENT GUIDELINE DOUGLAS COUNTY HOURS: PROBATE OFFICE MONDAY-FRIDAY 1313 BELKNAP STREET 8:00 AM – 12 NOON SUPERIOR, WI 54880 1:00 PM – 4:30 PM NOTE: This guideline is provided as a public service and is not meant to be legal advice. The Register in probate office cannot give legal advice; please contact an attorney if you have legal questions. TO OPEN A SUMMARY SETTLEMENT: Complete and file the originals of the following: PR-1835 Summary Settlement Petition PR-1846 Waiver and Consent PR-1836 Summary Settlement – Order for Hearing and Notice (If needed) In most cases a hearing it not required Original Will and Codicil (unless already filed with the Court) Filing Fee Statutory inventory filing fee of 0.2% of the assets is due on the value of the assets or a minimum of $20.00 if the assets are less than $10,000 • FILING THE FORMS: Be sure to complete ALL applicable sections of each form prior to filing them with the probate office. • NOTE: If you need to be appointed Special Administrator, complete questions 8 and 10 on page 3 of the Summary Settlement Petition (See below). TO CLOSE A SUMMARY SETTLEMENT: Complete and file the originals of the following: PR-1837 Summary Settlement – Findings and Order Make sure all sections of this form are complete, including page 3 under “Person(s) Entitled to Receive”. PR-1817 Affidavit of Mailing showing proof that form PR-1836 was mailed to every person entitled to notice OR Original Proof of Publication if the Court required publication of form PR-1836. TO BE APPOINTED SPECIAL ADMINISTRATOR: Complete the following forms and file with the Summary Settlement Petition: PR-1807 Consent to Serve PR-1852 Special Administration – Order Appointing Special Administrator: PR-1853 Letters of Special Administration Note: A hearing may be required by the Court if you are requesting appointment with “all the general powers, duties and liabilities as personal representative”. If you are requesting “specific powers”, a hearing is usually not necessary, but may also be required by the Court. TO CLOSE SPECIAL ADMINISTRATION: Complete and file the originals of the following: PR-1854 Special Administration – Petition for Discharge PR-1815 Estate Receipt from heirs/beneficiaries PR-1855 Special Administration – Order of Discharge CERTIFIED COPIES: $3.00 for the certification and $1.00 for each page copied and compared. If requested through the mail, please enclose a self-addressed, stamped envelope together with the correct fee. FORMS: Additional/duplicate forms can be found at www.wicourts.gov