Informal Administration

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PLEASE NOTE: This Guideline is provided as a public service and is not intended to be legal advice. If you have any questions about the form or the procedure, please contact an attorney as Probate staff members cannot give legal advice.

A Personal Representative is nominated by the testator in a Will.  If there is no Will, interested parties to identify and consent to appointment of a Personal Representative to act.  A Personal Representative shall not act in that capacity until issued Domiciliary Letters by the court.

To Open an Estate:

  Original Will

  PR-1801 - Application for Informal Administration

  PR-1806 - Proof of Heirship

  PR-1803 - Waiver and Consent - for nominated personal representative and each heir/beneficiary

  PR-1808 - Statement of Informal Administration

  PR-1804 - Notice to Creditors

  PR-1807 - Consent to Serve as Personal Representative

  PR-1810 - Domicillary Letters

  Proof of Publication - received 1 month after first publication of Notice to Creditors - filed with court.

  PR-1811 - General Inventory - decedent's assets as of date of death - filed no later than 6 months from the date the Personal Representative was appointed.   Filing fee of .2% ($20.00 minimum) of net    value of inventory.

PR-1817 - Affidavit of Mailing - proof of Inventory being provided to interested persons.

PR-1814 - Estate Account - final accounting (with schedules) of estate from date of death to closing.

If added property under Schedule A include additional filing fee of .2% x total amount of added property.

PR-1817 - Affidavit of Mailing - proof of Estate Account being provided to interested parties.

PR-1815 - Estate Receipt - received from creditors when claim is paid; from beneficiaries for partial and full distributions.

Closing Certificate for Fiduciaries - obtained from Wisconsin Dept. of Revenue after fiduciary tax return with request for Closing Certificate filed with DOR.

PR-1816 - Personal Representative's Statement to Close Estate - due at completion of estate.

 

Claims Against the Estate:

Personal Representative or Attorney must verify whether or not claims have been filed by either of two methods listed below:

Contact Register in Probate Office (please provide case number) to determine whether claims have been filed.

Search the case on the internet at:  www.wicourts.gov under case search - provide case number and county or name and county.   Note:  all claims to be satisfied before estate can be closed with Estate Receipt or release filed for each claim.

 

  Optional Forms  (If Required):

PR-1812 Statement of Termination and Confirmation of Interest(s) in Property
PR-1818 Transfer of Interest in Property
PR-3011 Petition for Extension of Time to File Inventory
PR-3012 Order Extending Time to File Inventory
PR-3015 Petition for Extension of Time to Close Estate
PR-3016 Order Extending Time to Close Estate

 

  Certified Copies:

If certified copies are required (financial institution, real estate agency, title company, etc.), the cost is $3.00 for the certification and $1.00 per page.

  Forms:

Forms are available from the Office of the Register in Probate for a fee, or may be downloaded from the Wisconsin Circuit Courts site (see link below).

www.wicourts.gov - Select forms - circuit court - probate - informal

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