Dispo Eligibility Checklist and Chart: Be sure all of the following requirements are met. All yellow box
( ) items indicate documents to be filed with the Clerk. If you do not meet all of these requirements,
you should consider a different type of probate case. You may want to consult an attorney. If you do
meet these requirements, but 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 Pinellas County at time of their death.
Any real property (real estate) belonging to the decedent will NOT be addressed by this process.
You might consider a different type of probate case.
A certified copy of the death certificate. This must be a copy 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 assets you are trying to obtain must have been solely owned by the decedent. If titled in a
business name, or having a co-owner, you cannot do a Disposition without Administration.
If you are the child of the decedent, and the decedent left no spouse, you may request personal
property transferred to you. If you are the child of the decedent, 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 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.
If the decedent left a surviving spouse or a child, and you are not the surviving spouse or child, you
may only ask for non-exempt property (see chart next page) and only up to the amount you spent on
funeral (not to exceed $6,000) or medical expenses.
If the decedent did not have a spouse or a child, you may ask for exempt property (see chart next
page) and 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 you are trying to be reimbursed for funeral or medical expenses, you need to file copies of
receipts or statements showing how much was paid, and that it was paid by you.
If you are trying to be reimbursed for funeral or medical expenses, and any part of the expense was
paid by someone other than you, you will need a signed consent (form included) from the person
whose funds you used. Dispo Checklist Pg. 1 of 2 DWOA