Requirements and/or other documents you will need: All yellow box ( ) items indicate documents
to be filed with the Clerk. If you do not have all of the requested documentation (yellow box items),
you may wish to gather those documents before filing for a faster turn-around.
The decedent was a resident of or owned real property in Pinellas County at the time of their
death.
A death certificate. This must be on the watermarked, textured paper provided by Vital Statistics or
the Department of Health. [www.FloridaHealth.gov or call: (727) 507-4330 ext. 1200]
You will need an affidavit of heirship (form included, to be completed by someone other than you
and signed before a notary or clerk).
If the decedent had other children, you will need a completed and signed waiver and consent form
from each of them. There is one form included, you may need to print or copy more blank forms for
each to complete and sign.
The Petition for Summary Administration and Order of Summary Administration (forms included in
this packet.
For each of the assets you are trying to obtain, you will need details and a value of it. The court
needs to know exactly what it is, who has it, and what it is worth. For example:
If the asset is a car: you will need the year, make, model and VIN (vehicle identification
number), along with a valuation of it (such as a Kelly Blue Book appraisal from www.kbb.com).
For bank accounts: you will need the bank name, account number and approximate value.
For homestead or exempt property, you will need a petition and proposed order
determining the property to be exempt (forms included in this packet). For real estate, be sure
to include the legal description of the property. You can find this at pcpao.org.
For other assets: give a description of the asset (savings bond, baseball card, check payable
to decedent, etc.) any policy/account/serial number and its current market value.
Formal Notice and Proof of Service to Creditors. If the decedent had any debts at the time of their
death, you will need to fill out the schedule of creditors, Formal Notice and Proof of Service (forms
included). You will then need to send copies of the formal notice, your petition for summary
administration , petition for exempt property and petition to determine homestead (if applicable) to
each creditor. You will want to send these by certified mail, return receipt requested. When the
receipts are returned to you, you will attach them to the Proof of Service form and file it in your case.
[Florida Probate Rule 5.040(a)]
You will need to make copies of all of the forms you are submitting. You will need to send copies of
each petition you are submitting to any other heirs or creditors of the decedent. You should also keep
copies for yourself of all paperwork you are submitting.