7. (a) The names and domiciliary of all substitute or successor executors and of all trustees, guardians,
legatees,devisees,andotherbeneciariesnamedintheWilland/ortrusteesandbeneciariesofanyintervivostrust
designated in the propounded Will other than those named in Paragraph 6 herewith are as follows:
Name and Relationship Domicile Address and Mailing Address Description of Legacy, Devise or Other
Interest, or Nature of Fiduciary Status
(b) Allsuchlegatees,deviseesandotherbeneciarieswhoarepersonsunderdisabilityareasfollows:
[FurnishallinformationspeciedinNOTEbelow]
Name and Relationship Domicile Address and Mailing Address Description of Legacy, Devise or Other
Interest, or Nature of Fiduciary Status
[NOTE: In the case of each infant, state (a) name, birth date, relationship to decedent, domicile and residence address,
and the person with whom he/she resides, (b) whether or not he/she has a court-appointed guardian (if not, so state), and
whether or not his/her father and/or mother is living, and (c) the name and residence address of any court-appointed
guardian and the information regarding such appointment. In the case of each other person under a disability, state (a)
name, relationship to decedent, and residence address, (b) facts regarding his disability including whether or not a
committee,conservator,guardian,oranyotherduciaryhasbeenappointedandwhetherornothe/shehasbeen
committed to any institution, and (c) the names and addresses of any committee, person or institution having care and
custody of him/her, conservator, guardian, and any relative or friend having an interest in his/her welfare. In the case of a
personconnedasaprisoner,stateplaceofincarcerationandlistanypersonhavinganinterestinhis/herwelfare.Inthe
case of unknowns, describe such person in the same language as will be used in the process.]
8. (a) Nobeneciaryunderthepropoundedwill,listedinParagraph6or7above,hadacondential
relationship to the decedent, such as attorney, accountant, doctor, or clergyperson, except: [Enter “NONE” or indicate
the nature of the condential relationship].
(b) No persons, corporations or associations are interested in this proceeding other than those mentioned
above.
9. (a) To the best of the knowledge of the undersigned, the approximate total value of all property constituting
the decedent’s gross testamentary estate is greater than $ but less than $
Personal Property $ Improved real property in New York State $
Unimproved real property in New York State $
Estimated gross rents for a period of 18 months $
(b) No other testamentary assets exist in New York State, nor does any cause of action exist on behalf of
the estate, except as follows: [Enter “NONE” or specify]