Skip to Main Content

Closing an Informal Probate (GL 3008)

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.

PROOFS

Please file the following if estate opened on waivers:

Form Number Name of Form
Form Number Name of Form
From Newspaper Proof of Publication (showing when the Notice to Creditors was
printed in the newspaper)

INVENTORY

File no later than 6 months from the date the Personal Representative was appointed:

Form Number Name of Form
Form Number Name of Form
PR-1811 Inventory (with schedules) **Fee required when filing - .2% of gross assets (or a minimum of $20.00)
PR-1817 Affidavit of Mailing for Inventory
(indicate when you provided a copy of the Inventory to
all other interested parties)

FINAL ACCOUNT

Please file:

Form Number Name of Form
Form Number Name of Form
PR-1814 Final Account (with schedules)
PR-1817 Affidavit of Mailing for Final Account (indicate when you provided a copy of the Final Account to all other interested parties)

Note: If you list “Added Property” on Schedule A of the Final Account, please include an additional filing fee when filing this document.

ADDITIONAL REQUIRED FORMS to file:

Form Number Name of Form
Form Number Name of Form
PR-1815 Estate Receipt: a) from creditors when a claim is paid b) from heirs for each distribution (partial or full)
Department of Revenue Form Closing Certificate for Fiduciaries (obtained from Wisconsin Dept. of Revenue after you file Fiduciary Tax Return)
PR-1816 Personal Representative’s Statement to Close Estate Due within 18 months of opening estate

CLAIMS:

The Personal Representative or Attorney must check to see if claims have been filed by either of the two methods listed below:

  1. Call the Register in Probate Office (please have the case number available or a search fee will be charged) to see if there are any claims on file
  2. Check the case on the internet at: http://wcca.wicourts.gov Note: All claims must be satisfied before an estate can be closed and an Estate Receipt filed for each claim.

OTHER OPTIONAL FORMS (IF NECESSARY):

Form Number Name of Form
Form Number Name of Form
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, the cost is $3.00 for the certificate and $1.00 for each page copied or compared.

FORMS:

Forms are available from the Office of the Register in Probate, or Individual forms may be downloaded from Wisconsins Circuit Courts (see link below).