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Ken Burke Clerk of the Circuit Court and (Pinellas County Clerk of the Circuit Court and Comptroller)

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Ken Burke
Clerk of the Circuit Court and Comptroller
Summary Administration – Testate (with a will)
When to use this packet:
Florida Statute 735.201 and Florida Probate Rule 5.530 allow for Summary Administration when it appears that
the decedent’s will does not direct administration as required by chapter 733 and the value of the entire estate,
less the value of exempt property does not exceed $75,000 or that the decedent has been dead for more than
two years.
Important Note:
Before you begin, you may want to inquire with the holder of the asset (for example, if the asset is a bank
account, contact the bank) to see what may be required for transfer. Depending on the asset and your
relationship to the decedent, you may only need a death certificate and certified copy of the will.
Resources:
For Death Certificates: www.FloridaHealth.gov or call: (727) 507-4330 ext. 1200
For vehicles: www.flhsmv.gov
Legal descriptions can be found at https://www.pcpao.org/.
For unclaimed property: www.fltreasurehunt.org
No- and low-cost legal assistance: Community Law Program – (727) 582-7480; Clearwater Bar Referral – (727)
461-4880; Gulfcoast Legal Services – (727) 443-0657 or (727) 821-0726; St. Pete Bar Referral –
https://www.stpetebar.com/page/findanatty
Florida Statutes: www.flsenate.gov/Laws/Statutes
Florida Probate Rules: https://www-media.floridabar.org/uploads/2020/01/Probate-Rules-01-01-20.pdf
Fees:
Filing fee: $235.00 if the Non-exempt assets are less than $1,000.00.
$345.00 if the Non-exempt assets are $1,000.00 or more.
You may wish to order certified copies of your order(s), which are $1 per page, plus $2 per document. You will
need either a self-addressed, stamped envelope to get your order, or pay an additional $0.69.
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]
If there is a will, you either have it in your possession or it has been deposited with the clerk. Check
one:
To my knowledge, there is no will.
I have the original will (a copy is not acceptable).
The holder of the original will has already deposited it with the clerk on: (date)
_____________________ under Ref. # ________________________
The Petition for Summary Administration and Order of Summary Administration (forms included in
this packet.
If the decedent had other children, or named other people in their will, 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.
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.
Glossary of terms (from FS 731.201):
Assets – anything owned that has monetary value.
Beneficiary -- means an heir at law in an intestate estate and devisee in a testate estate.
Case Number (or reference number) – this is a number assigned to the case when it is filed. Once filed,
please put this number on all other paperwork submitted to the case.
Claim (or claim of creditor) -- means a liability of the decedent, whether arising in contract, tort, or
otherwise, and funeral expense.
Creditor – person or business to whom the decedent owed money.
Codicil -- a written amendment to a person's will, which must be dated, signed and witnessed just as a
will would be, and must make some reference to the will it amends. A codicil can add to, subtract from
or modify the terms of the original will. When the person dies, both the original will and the codicil are
submitted for approval by the court (probate) and form the basis for administration of the estate and
distribution of the belongings of the writer.
Decedent – a person who has passed away. In this instance, the person whose estate you are trying to
Probate.
Descendant -- means a person in any generational level down the applicable individual’s descending
line and includes children, grandchildren, and more remote descendants. The term “descendant” is
synonymous with the terms “lineal descendant” and “issue”.
Devise -- when used as a noun, means a testamentary disposition of real or personal property and,
when used as a verb, means to dispose of real or personal property by will or trust. The term includes
“gift,” “give,” “bequeath,” “bequest,” and “legacy.” A devise is subject to charges for debts, expenses,
and taxes as provided in this code, the will, or the trust.
Devisee -- means a person designated in a will or trust to receive a devise.
Domicile -- means a person’s usual place of dwelling and shall be synonymous with residence.
Exempt property -- means the property of a decedent’s estate which is described in s. 732.402. See
also items (b) through (e) of paragraph 9 of the petition for summary administration.
Homestead -- means the property described in s. 4(a)(1), Art. X of the State Constitution on which at
the death of the owner the exemption inures to the owner’s surviving spouse or heirs under s. 4(b),
Art. X of the State Constitution. For purposes of the code, real property owned in tenancy by the
entireties or in joint tenancy with rights of survivorship is not protected homestead. Legal descriptions
can be found at https://www.pcpao.org/
.
Intestate – the decedent died without a will. See also Testate.
Petitioner – the person asking the court for an order. This will be you; the person filling out and signing
the petition form.
Reference Number (or case number) – this is a number assigned to the case when it is filed. Once filed,
please put this number on all other paperwork submitted to the case.
Testate – the decedent had a will before passing. See also Intestate.
Venue – is the appropriate location for a case to be heard by the court. For Probate, the appropriate
venue is: the county in this state where the decedent was domiciled before they died, or if the
decedent had no domicile in this state, then in any county where the decedent’s property is located.
About Creditors:
The people or businesses to whom the decedent owed money to must be addressed in the summary
administration of the estate. You must make provision for their payment out of the non-exempt assets
and serve them Formal Notice of the petitions for Summary Administration, Determine Homestead and
Determine Exempt Property (if any) and file proof of that service in this case (forms provided).
Helpful Hints:
1. This packet contains one waiver and consent form. If, from the above, you realize you need
waivers and consents from more than one person, print or copy more blank forms.
2. Make copies of your documents before you file them. You will not get them back. You are to
provide copies of the petition(s) you are submitting to anyone who needs to sign a consent and
waiver or any creditors. Keep a copy for yourself. If something is incorrect, the court may ask
you to correct it and you will need to refer back to your copy to see what needs correction.
3. Your petitions and orders should match. Petitions are where you are asking the court for
something. The order is what you want the court to sign, which makes that action official. Legal
descriptions, account numbers, etc. should be the same on both the petition and the order.
4. Don’t forget to read the documents carefully as you fill them out. You are signing them under
penalty of perjury and are responsible for any errors or omissions.
What will happen next?
The court will review the documents you have provided and either request any documents you are
missing or needs correction, or they may sign the proposed order(s). Agencies such as the Dept. of
Motor Vehicles and banks require a certified copy of these orders to release assets or transfer title.
Plan how many certified copies you may need accordingly. Additionally, you may wish to keep one
certified copy for your own records.
How long does it take?
It is hard to predict the court’s case load. Generally, you should have an order in 4 to 6 weeks. This
should allow the allotted time to pass on the Formal Notice to Creditors. They have 20 days from the
time they receive your notice and copy of petition(s) to object. Of course, if you did not provide all of
the documents requested, or did not fill out the forms correctly, whatever time it takes you to get
those documents filed will add to the time it takes to get an order. You will know your case is done
when you get your pre-paid copies in the mail.
What does it mean if I get a different order from the court?
Often when your paperwork is not filled out correctly or completely, you will get an order checklist from the
court identifying what needs correction. If you must amend a petition simply use the same form, writing
‘AMENDED’ above the petition title and correct or complete as necessary.
If you want to view your case online, you may want to sign up to be a registered user. To do this:
1. Please go to mypinellasclerk.org
,
2. Click on View Records.
3. Select Court Records from the drop down,
4. Then, select Court Records Viewing Information
IN THE SIXTH JUDICIAL CIRCUIT COURT IN AND FOR PINELLAS COUNTY, FLORIDA
PROBATE DIVISION
IN RE: ESTATE OF
REF No. _
_____________________________ (Clerk provides this number when filed)
(Decedent’s Name)
Petition for Summary Administration
Testate – FL Resident
Petitioner alleges:
1. Petitioner, whose name is , has an interest in the
above estate as ___________________________________________, and whose address is ___________________
_____________________________________________________________________________________________.
2. Decedent, whose name was , whose last known address was
(full street address, city, state and zip)
and whose Social Security number is (last 4 digits only) . Died on (date of death)
at (location of death) __________________________________________________________________,
and on the date of death decedent was domiciled in (county and state)
.
3. So far as is known, the names of the heirs under the will and of decedent’s surviving spouse, if any, their
addresses and relationship to decedent, and the year of birth of any who are minors (don’t forget to include
yourself):
NAME
ADDRESS
Relationship to
decedent
4. The venue of this proceeding is in Pinellas county because
______________________________________________________________________________________.
PAWS(R) pg. 1 of 5
5. The original of the decedent’s last will, dated (date the decedent signed their will) __________________
and codicil(s), if any, dated _______________ is/are in the possession of the above court or
accompany/accompanies this petition.
6. Petitioner is unaware of any unrevoked will or codicil of decedent other than as set forth in paragraph 5.
7. Petitioner is entitled to summary administration because (check all boxes that apply):
Decedent’s will does not direct administration as required by Florida Statutes Chapter 733;
To the best knowledge of the petitioner, 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.
The decedent has been dead for more than two years.
8. Domiciliary (or principal probate) proceedings (check one only): are are not
known to be pending in another state or country. (If ‘are’ was selected, complete the following): Letters
have been issued by (county and state of jurisdiction) __________________________________________
the address of which is:
______________________________________________________________________________________
to (person named Personal Representative or Executor in other state/country) ________________________
whose address is: ________________________________________________________________________.
9. The following is a complete list of the assets in this estate and their estimated values, separated by exempt
or non-exempt status:
Homestead/EXEMPT property includes: (a) Homestead property, (b) Household furniture, furnishings, and
appliances in the decedent’s residence up to a value of $20,000. (c) Two (2) motor vehicles in the decedent’s
name and regularly used by the decedent or members of the decedent’s immediate family as their personal
vehicles. (d) All qualified tuition programs, including, but not limited to, the Florida Prepaid College Trust
Fund. (e) Other personal property (including cash) up to a value of $1,000. Be aware that if a property is
listed, you will need to complete the Petition and proposed Order Determining Homestead for the court.
Any other assets listed here, should also be added to the Petition and proposed Order to Determine
Exempt Property and submitted to the court.
Item:
Description (For real property, include mailing and legal addresses; for
vehicles, include make, model, year, color and VIN#)
Value
Total of above:
PAWS(R) pg. 2 of 5
NON-EXEMPT includes any personal or real property that is not listed above as exempt. Include the balance of an
item – such as a bank account- that exceeds the $1000 from above.
Item:
Description – provide as much information as possible, such as account
numbers (and name of Bank), serial numbers, VIN numbers.
Value
Total of above:
10. With respect to claims of creditors (check only those boxes that apply):
All claims of creditors are barred.
Petitioner has made diligent search and reasonable inquiry for any known or reasonably ascertainable
creditors and (check one):
the estate is not indebted.
the estate is indebted and provision for the payment of debts and the information required by
Florida Statutes Section 735.206 and Florida Probate Rule 5.530 are set forth on the attached
schedule.
11. All creditors ascertained to have claims and which have not joined in the petition or consented to entry
of the order requested will be served by formal notice with a copy of this petition.
Petitioner acknowledges that any known or reasonably ascertainable creditor who did not receive
timely notice of this petition and for whom provision for payment was not made may enforce a timely
claim and, if the creditor prevails, shall be awarded reasonable attorney’s fees as an element of costs
against those who joined in the petition.
12. It is proposed that all assets of the decedent (listed in paragraph 9) be distributed to the following:
Name
Property/Asset
Amount or Value
PAWS(R) pg. 3 of 5
Petitioner waives notice of hearing on this petition and requests that the decedent’s last will and codicil(s),
if applicable, be admitted to probate and an order of summary administration be entered directing distribution of
the assets in the estate in accordance with the schedule set forth in paragraph 12 of this petition.
I certify that all parties listed in paragraph 3 and on the schedule of creditors have been provided copies
of this petition.
Under penalties of perjury, I declare that I have read the foregoing, and the facts alleged are
true, to the best of my knowledge and belief.
______________________________________ _______________________________________
(Signature of Petitioner) (Address of Petitioner)
_______________________________________ _______________________________________
(Printed name of petitioner) (City, State, Zip)
_______________________________________ _______________________________________
(Telephone) (Date Signed)
If the clerk may contact you by email on this matter only, please check here and print your email address:
_________________________________@________________
PAWS(R) pg 4 of 5
Schedule of Creditors
Name and Address of Creditor
Nature of Debt
Amount of Debt
Is amount
estimated or
exact?
When the debt is due
PAWS(R) pg. 5 of 5
IN THE SIXTH JUDICIAL CIRCUIT COURT IN AND FOR PINELLAS COUNTY, FLORIDA
PROBATE DIVISION
IN RE: ESTATE OF
REF No. _
_____________________________ (Clerk provides this number when filed)
(Decedent’s Name)
PETITION TO DETERMINE HOMESTEAD STATUS OF REAL PROPERTY
(Testate)
Petitioner, ________________________________________________ alleges:
1. The decedent, ________________________________________ died testate on (date of death)
_______________________, domiciled in Pinellas County, Florida, and was survived by:
[Check only those boxes that apply]
A spouse who HAS NOT waived his or her homestead rights.
A spouse who HAS waived his or her homestead rights.
One or more MINOR children.
One or more devisees who are neither a spouse nor a minor child of the decedent.
2. At the time of the decedent’s death, the decedent owned and resided on the following described
contiguous parcel of real property (the “Property”):
Residential Address: ___________________________________________________________________
____________________________________________________________________________________
Legal Description: _____________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
3. Decedent’s last will [and codicils, if any] admitted to probate and record by Order of this Court
devised the Property as follows: ______________________________________________________
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
PDHS pg. 1 of 3
4. Petitioner believes the Property was validly devised because: ______________________________
________________________________________________________________________________
________________________________________________________________________________
5. The Property constituted the homestead of the decedent within the meaning of Section 4 of Article
X of the Constitution of the State of Florida, and petitioner believes that upon decedent’s death, title
to the Property descended to and the constitutional exemption from claims of decedent’s creditors
inured to: ______________________________________________________
________________________________________________________________________________
________________________________________________________________________________
6. The name of the decedent’s surviving spouse, if any, the names and years of birth of the decedent’s
minor children, if any, and the names of the decedent’s other surviving descendants and devisees
having an interest in the decedent’s estate, if any, and their respective relationships to the decedent
are:
Name Relationship Year of Birth
(if minor)
______________________________ _______________________ __________
______________________________ _______________________ __________
______________________________ _______________________ __________
______________________________ _______________________ __________
______________________________ _______________________ __________
______________________________ _______________________ __________
7. The only persons, other than the petitioner, having an interest in this proceeding, including unpaid
creditors, and their respective addresses are:
Name Address
__________________________ ___________________________________________________
__________________________ ___________________________________________________
__________________________ ___________________________________________________
__________________________ ___________________________________________________
__________________________ ___________________________________________________
__________________________ ___________________________________________________
__________________________ ___________________________________________________
__________________________ ___________________________________________________
PDHS pg. 2 of 3
Petitioner requests that an order be entered determining that the Property constituted the exempt
homestead of the decedent, title to which, upon decedent’s death descended and the constitutional exemption
from claims inured as set forth in paragraph 5; directing those in possession of the property to surrender
possession of the Property; and directing that they shall have no further responsibility with respect to the
Property.
I certify that all parties listed in paragraphs 6 and 7 have been provided copies of this petition.
Under penalties of perjury, I declare that I have read the foregoing, and the facts alleged are
true, to the best of my knowledge and belief.
______________________________________ _______________________________________
(Signature of Petitioner) (Address of Petitioner)
______________________________________ _______________________________________
(Printed name of Petitioner) (City, State, Zip)
_______________________________________ _______________________________________
(Telephone) (Date Signed)
PDHS pg. 3 of 3
IN THE SIXTH JUDICIAL CIRCUIT COURT IN AND FOR PINELLAS COUNTY, FLORIDA
PROBATE DIVISION
IN RE: ESTATE OF
REF No. _
_____________________________ (Clerk provides this number when filed)
(Decedent’s Name)
PETITION TO DETERMINE EXEMPT PROPERTY
(Testate)
Petitioner, ________________________________________________ alleges:
1. The decedent, ________________________________________ died testate on (date of death)
_______________________, domiciled in Pinellas County, Florida, and was survived by:
[Check one]
A spouse.
One or more children.
2. At the time of the decedent’s death, the decedent owned the following described property (the
“Property”):
Asset Description Value
______________ ________________________________________ _______________
______________ ________________________________________ _______________
______________ ________________________________________ _______________
______________ ________________________________________ _______________
3. This petition is filed within the time permitted by Section 732.402(6) of the Florida Probate Code.
4. Pursuant to the provisions of Section 732.402 of the Florida Probate Code, the exempt property of
the decedent is subject to any perfected security interests.
5. The name of the decedent’s surviving spouse, if any, and the names and years of birth of the
decedent’s children, if any, and their respective relationships to the decedent are:
Name and Address Relationship Year of Birth
(if minor)
______________________________ _______________________ __________
______________________________ _______________________ __________
______________________________ _______________________ __________
______________________________ _______________________ __________
______________________________ _______________________ __________
PDEP pg. 1 of 2
6. The only persons, other than the petitioner, having an interest in this proceeding, including unpaid
creditors, and their respective addresses are:
Name Address
__________________________ ___________________________________________________
__________________________ ___________________________________________________
__________________________ ___________________________________________________
__________________________ ___________________________________________________
__________________________ ___________________________________________________
__________________________ ___________________________________________________
__________________________ ___________________________________________________
__________________________ ___________________________________________________
Petitioner hereby: waives notice of hearing on this petition; requests that an order be entered
determining that the above listed Property constituted exempt property under Section 732.402 of the Florida
Probate Code; and authorizing and directing those who are in possession of the property to deliver the exempt
property to the persons entitled to receive the same.
I certify that all parties listed in paragraphs 5 and 6 have been provided copies of this petition.
Under penalties of perjury, I declare that I have read the foregoing, and the facts alleged are
true, to the best of my knowledge and belief.
______________________________________ _______________________________________
(Signature of Petitioner) (Address of Petitioner)
______________________________________ _______________________________________
(Printed name of Petitioner) (City, State, Zip)
_______________________________________ _______________________________________
(Telephone) (Date Signed)
PDEP pg. 2 of 2
IN THE SIXTH JUDICIAL CIRCUIT COURT IN AND FOR PINELLAS COUNTY, FLORIDA
PROBATE DIVISION
IN RE: ESTATE OF
REF No. _
_____________________________ (Clerk provides this number when filed)
(Decedent’s Name)
FORMAL NOTICE
TO [Name(s) and addresses of who you are sending notice to]:
_________________________________ _______________________________________________
_________________________________ _______________________________________________
_________________________________ _______________________________________________
_________________________________ _______________________________________________
_________________________________ _______________________________________________
YOU ARE NOTIFIED that a Petition for Summary Administration, Petition to Determine Homestead
status, if filed, and Petition to Determine Exempt Property, if filed, has been filed in this court, a copy of
which accompanies this notice. You are required to serve written defenses on the undersigned within 20
days after service of this notice, exclusive of the day of service, and to file the original of the written
defenses with the clerk of the above court either before service or immediately thereafter. Failure to serve
and file written defenses as required may result in a judgement or order for the relief demanded in the
pleading or motion without further notice.
Check this box if the petitions you are attaching are amended.
______________________________________ _______________________________________
(Signature of Petitioner) (Address of Petitioner)
_______________________________________
(City, State, Zip)
_______________________________________ _______________________________________
(Printed name of Petitioner) (Date Signed)
FNBM
IN THE SIXTH JUDICIAL CIRCUIT COURT IN AND FOR PINELLAS COUNTY, FLORIDA
PROBATE DIVISION
IN RE: ESTATE OF
REF No. _
_____________________________ (Clerk provides this number when filed)
(Decedent’s Name)
PROOF OF SERVICE OF FORMAL NOTICE
Under penalties of perjury, I swear or affirm that on (date) ______________, a copy of the Petition
for Summary Administration, the Petition to Determine Homestead Status (if filed), Petition to Determine
Exempt Property (if filed) and a copy of the formal notice thereof filed in the above proceeding were mailed
by United States registered or certified mail, return receipt requested, postage prepaid, or were delivered in
a manner permitted by Florida Probate Rule 5.040(a) to:
(Names and addresses of those to whom notice was sent)
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
Check this box if the petitions you attached to the notice were amended.
Signed receipts or other evidence that service was made on each address or the
addressee’s agent are attached.
______________________________________ _______________________________________
(Signature of Petitioner) (Address of Petitioner)
_______________________________________
(City, State, Zip)
_______________________________________ _______________________________________
(Printed name of Petitioner) (Date Signed)
POSVPR
IN THE SIXTH JUDICIAL CIRCUIT COURT IN AND FOR PINELLAS COUNTY, FLORIDA
PROBATE DIVISION
IN RE: ESTATE OF
REF No. _
_____________________________ (Clerk provides this number when filed)
(Decedent’s Name)
CONSENT AND WAIVER OF NOTICE
The undersigned, whose name is (name of beneficiary)____________________________, and who has
an interest in this estate as (relationship) ______________________________of the decedent, acknowledges
receipt of a copy of the Petition for Summary Administration, Petition to Determine Homestead (if filed), and
Petition to Determine Exempt Property (if filed) heretofore filed in this proceeding, waives hearing and notice of
hearing thereon, and consents to the entry of an order granting the relief requested in the petition(s) without
notice or hearing.
Check here if you are consenting to amended petition(s)
Under penalties of perjury, I declare that I have read the foregoing and the facts alleged are true, to the best
of my knowledge and belief.
__________________________________________ _________________________________________
(Signature of Affiant) (Address of Affiant)
_________________________________________ _________________________________________
(Printed name of Affiant) (City, State, Zip)
__________________________________________ _________________________________________
(Telephone) (Date Signed)
WVCS
IN THE SIXTH JUDICIAL CIRCUIT COURT IN AND FOR PINELLAS COUNTY, FLORIDA
PROBATE DIVISION
IN RE: ESTATE OF
REF No. _
_____________________________ (Clerk provides this number when filed)
(Decedent’s Name)
ORDER ADMITTING WILL TO PROBATE
(Summary Administration: Self-proved or Oath of Attesting Witness)
The instrument presented to this Court as the above Decedent’s last will, having been legally
executed, and either a) established by the oath of a subscribing and attesting witness as being the
Decedent’s last will, or b) made self-proved by the Decedent’s acknowledgment and the witnesses’
affidavits, each made before an officer authorized to administer oaths and evidenced by the officer's
certificate attached to or following the will in the form required by law (“Will”), and no objection having
been made to its probate, and finding that the Decedent died on ________________________; it is
hereby ADJUDGED that:
The Will dated ___________________________________, and attested by
_____________________________________________________________________________
___________________________________________________________________ as
subscribing and attesting witnesses, is admitted to probate according to law as the last Will of
the Decedent.
ORDERED
__________________________________________
Circuit Judge
PORD
IN THE SIXTH JUDICIAL CIRCUIT COURT IN AND FOR PINELLAS COUNTY, FLORIDA
PROBATE DIVISION
IN RE: ESTATE OF
REF No. _
_____________________________ (Clerk provides this number when filed)
(Decedent’s Name)
ORDER ADMITTING CODICIL TO PROBATE
(Summary Administration: Self-proved or Oath of Attesting Witness)
The instrument presented to this Court as the above Decedent’s final codicil, having been legally
executed, and either a) established by the oath of a subscribing and attesting witness as being the
Decedent’s last will, or b) made self-proved by the Decedent’s acknowledgment and the witnesses’
affidavits, each made before an officer authorized to administer oaths and evidenced by the officer's
certificate attached to or following the codicil in the form required by law, and no objection having
been made to its probate, and finding that the Decedent died on ________________________; it is
hereby ADJUDGED that:
The codicil dated ___________________________________, and attested by
_____________________________________________________________________________
___________________________________________________________________ as
subscribing and attesting witnesses, is admitted to probate according to law as the codicil of
the Decedent.
ORDERED
__________________________________________
Circuit Judge
PORD
IN THE SIXTH JUDICIAL CIRCUIT COURT IN AND FOR PINELLAS COUNTY, FLORIDA
PROBATE DIVISION
IN RE: ESTATE OF
REF No. _
_____________________________ (Clerk provides this number when filed)
(Decedent’s Name)
ORDER DETERMINING HOMESTEAD STATUS OF REAL PROPERTY
(Testate)
On the petition of (petitioner’s name) ____________________________________ for an order
determining homestead status of real property (the “Property”), all interested persons having been served
proper notice of the petition and hearing, or having waived notice thereof, the court finds that:
1. The decedent died testate and was domiciled in Pinellas County, Florida;
2. Select only one:
The decedent was survived by a spouse, but no minor child;
The decedent was NOT survived by a spouse or minor child;
3. Select only one:
Decedent’s homestead was devised to the decedent’s spouse;
Decedent’s homestead was devised to one or more heirs of the decedent;
4. At the time of death, the decedent owned and resided on the Property described in the petition; it is
ADJUDGED that the following-described Property:
Residential Address _________________________________________________________________________
__________________________________________________________________________________________
Legal Description: ___________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
constituted the homestead of the decedent within the meaning of Section 4 of Article X of the Constitution of
the State of Florida. It is
ADJUDGED FURTHER that, as of the decedent’s date of death, the Property was validly devised to and
the constitutional exemption from the claims of decedent’s creditors inured to the following persons:
Name Address Relationship Share
_________________ ___________________________________________ _______________ _____
___________________________________________
_________________ ___________________________________________ _______________ _____
___________________________________________
_________________ ___________________________________________ _______________ _____
___________________________________________
_________________ ___________________________________________ _______________ _____
___________________________________________
_________________ ___________________________________________ _______________ _____
___________________________________________
_________________ ___________________________________________ _______________ _____
___________________________________________
It is ADJUDGED FURTHER that those who are in possession of the property are authorized and directed
to surrender all or any property which may be in their possession or control to the parties above, and that they
shall have no further responsibility with respect to it.
ORDERED
________________________________________
Circuit Judge
PORD
IN THE SIXTH JUDICIAL CIRCUIT COURT IN AND FOR PINELLAS COUNTY, FLORIDA
PROBATE DIVISION
IN RE: ESTATE OF
REF No. _
_____________________________ (Clerk provides this number when filed)
(Decedent’s Name)
ORDER DETERMINING EXEMPT PROPERTY
On the petition of (petitioner’s name) _____________________________________, for an Order
Determining Exempt Property, the court finding that all interested persons have been served proper
notice of the petition, or having waived notice thereof; that the material allegations of the petition are true;
that the decedent was domiciled in Pinellas County, Florida, at the time of death; and that:
Name Relationship to Decedent
______________________________________ ________________________________
______________________________________ ________________________________
______________________________________ ________________________________
______________________________________ ________________________________
are entitled to claim exempt property under Section 732.402 of the Florida Probate Code; it is therefore
ADJUDGED that the following property shall be distributed as exempt property:
Asset Description To whom Share or Value
___________ _________________________ ___________________ ________________
___________ _________________________ ___________________ ________________
___________ _________________________ ___________________ ________________
___________ _________________________ ___________________ ________________
___________ _________________________ ___________________ ________________
ADJUDGED FURTHER that those who are in possession of the above property are directed to
surrender the exempt property as described above, and upon compliance with this order, are released
from further responsibility for the exempt property.
ORDERED
_________________________________
Circuit Judge
PORD
IN THE SIXTH JUDICIAL CIRCUIT COURT IN AND FOR PINELLAS COUNTY, FLORIDA
PROBATE DIVISION
IN RE: ESTATE OF
REF No. _
_____________________________ (Clerk provides this number when filed)
(Decedent’s Name)
ORDER OF SUMMARY ADMINISTRATION
(Testate)
On the petition of (petitioner’s name) ______________________________________ for summary
administration of the estate of (decedent’s name)________________________________, deceased, the court
finding that the decedent died on (date of death) _________________________; that all interested persons
have been served proper notice of the petition and hearing or have waived notice thereof; that the material
allegations of the petition are true; that the will dated (date will signed) _______________________, has been
admitted to probate by order of this court as and for the last will of the decedent and that the decedent’s
estate qualifies for summary administration and an Order of Summary Administration should be entered, it is
ADJUDGED that:
1. There be immediate distribution of the assets of the decedent as follows:
Name and address
Property/Asset
Amount or Share
2. Those to whom specified assets of the decedent’s estate are distributed by this order have the right to
receive and collect those assets and to maintain actions to enforce their rights.
3. Debtors of the decedent, those holding property of the decedent, and those with whom securities or
other property of decedent are registered are authorized and directed to comply with this order by
paying, delivering or transferring to the beneficiaries specified above the parts of the decedent’s
estate distributed to them by this order, and the persons so paying, delivering or transferring shall not
be accountable to anyone else for the property.
ORDERED
____________________________
Circuit Judge
PORD
IN THE CIRCUIT COURT OF THE SIXTH JUDICIAL CIRCUIT,
IN AND FOR PINELLAS COUNTY, FLORIDA;
PROBATE DIVISION
IN RE: ESTATE OF
__________________________________
Deceased.
(The clerk will provide these numbers)
File No. ____________________
Division ____________________
AFFIDAVIT OF HEIRS
For purposes of this document, you must list ALL RELATIVES of the decedent. If the relative was deceased at
the time of the decedent’s death, please provide the deceased relative’s name, indicate deceased, and date of
death. Answering with an N/A, not applicable, or any other such designation is inappropriate for this
document. If there are no other relatives for a particular category, write “None.” When appropriate you must
indicate if the relationship is that of a half-relative (i.e. half-brother or half-sister).
1. Spouse of Decedent. (Provide name, age, and address; or if deceased, provide name, indicate deceased, and
date of death).
1a. Decedent’s former spouses (due to death or divorce). Please provide name, age, and address. If the former
spouse is deceased, please indicate name and date of death. If Decedent and former spouse were divorced
please indicate name of former spouse and date of divorce.
____________________________________________________________________________________________
____________________________________________________________________________________________
2. Children of the Decedent, or descendants of deceased children. (Provide name, age, and address; or if
deceased, provide name, indicate deceased, and date of death). If any of the children are not biologically
related to both the decedent and the spouse at the time of death, provide the name of that particular child’s
biological parent.
AFHS Affidavit of Heirs Pg. 1 of 4
______________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
3. Parents of the Decedent. (Provide name, age, and address; or if deceased, provide name, indicate deceased,
and date of death).
4. Siblings, and descendants of the deceased siblings. You must indicate whether the relationship is that of a
half-relative (i.e. half-brother or half-sister). (Provide name, age, and address; or if deceased, provide name,
indicate deceased, and date of death).
5. Grandparents. (Provide name, age, and address; or if deceased, provide name, indicate deceased, and date
of death).
AFHS Affidavit of Heirs Pg. 2 of 4
6. Aunts and Uncles of the Decedent. (Provide name, age, and address; or if deceased, provide name, indicate
deceased, and date of death).
7. Kindred of last deceased spouse (ONLY IF filing intestate and is not previously listed above). (Provide name,
age, and address; or if deceased, provide name, indicate deceased, and date of death).
8. I, the affiant, am_________ am not _________ related to the decedent as follows ______________
___________________. I have known the decedent for ___________________ years. Decedent
______________________________ died on _____________________.
AFHS Affidavit of Heirs Pg. 3 of 4
Under penalties of perjury, I declare that I have read the foregoing Affidavit of Heirs and the facts stated
therein are true.
(DO NOT sign until you are in front of a clerk or notary.)
__________________________________________ _________________________________________
(Signature of Affiant) (Address of Affiant)
_________________________________________
(City, State, Zip)
__________________________________________ _________________________________________
(Telephone) (Date Signed)
Subscribed and sworn to (or affirmed) before me on __________________ by __________________________.
He/she is personally known to me or has presented ___________________________________ as
identification.
By Notary: -- OR --
__________________________________________ Ken Burke,
Signature of Notary Clerk of Circuit Court & Comptroller
Pinellas County, Florida
__________________________________________
Name of Notary typed, printed or stamped By: ______________________________________
Deputy Clerk
(seal)
Commission Number & Expiration Date
AFHS Affidavit of Heirship Pg. 4 of 4
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Ken Burke Clerk of the Circuit Court and (Pinellas County Clerk of the Circuit Court and Comptroller)

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Completed 10 February 2021

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