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Estate Administration Deskbook Supplement


Practice Area:
Trusts, Estate Planning & Probate
License:
Never expires.


Description

Estate Administration answers your most pressing questions about estate administration. You will find practical advice from some of Missouri's most respected practitioners that wil guide you through the probate process, such as time limits, things that must be included in the applications for letters, how to obtain a will from a safe deposit box, removal of a personal representative, contempt (including the possibility that the attorney may be found in contempt), proceedings before probate commissioners, and interpretation and construction of trusts under the MUTC. Additional chapters address guardianship and conservatorship of incapacitated persons and of minors.

 

This companion volume to two other MoBarCLE deskbooks, Trusts, Powers of Attorney, Custodianships, and Nonprobate Matters and Estate Planning, provides essential assistance to attorneys through the estate administration process.

 

2014 Supplement (817 pages) $75

 

Electronic Forms in MS Word format will be delivered to your Classroom.

 

FORMS INCLUDED:

 

Chapter 4—Initial Responsibilities of the Personal Representative
Information Sheet—Individuals  |  §4.58
Information Sheet—Charities   |  §4.59
Initial Information Record—Information List—Decedent    |  §§4.60 & 4.61
Initial Information Record—Information List—Decedent’s Surviving Spouse   |  §4.62
Initial Information Record—Information List—Lineal Descendants, Collateral Relatives, and Others    |  §§4.63 & 4.64
Schedule—Child  |  §4.65
Schedule—Grandchild or More Remote Descendant  |  §4.66
Schedule—Incapacitated Person   |  §§4.67 & 4.68
Schedule—Collateral Relatives and Others   |  §4.69
Schedule—Other Individual Legatees and Fiduciaries  |  §4.70
Information List—Charitable Beneficiaries  |  §4.71
Information List—Trust Beneficiary   |  §4.72
Information List—Personal Representative/Fiduciary (1 of 2)  |  §§4.73 & 4.74
Information List—Attorney for the Estate  |  §4.75
Information List—Other Necessary Parties  |  §4.76
Probate Fact Sheet  |  §4.77
Due Dates   |  §4.78
Estimate of Cash Needs  |  §4.79
Tax Planning Memorandum  |  §4.80
Attorney’s Checklist for Use in Administering an Estate   |  §4.81

 

Chapter 5—Collection and Management of Assets
Notice of Hearing   |  §5.17
Petition for Authority to Continue Operation of Decedent’s Business— Supervised Administration   |  §5.18
Judgment to Continue Business—Supervised Administration   |  §5.19
Petition for Authority of Independent Personal Representative to Continue Operation of Decedent’s Business  |  §5.20

 

Chapter 6—Sales, Mortgages, Leases, and Exchanges
Independent Personal Representative’s Deed  |  §6.19
Affidavit as to Heirs   |  §6.20
Petition for Authority to Take Charge of Real Estate   |  §6.21
Petition for Authority to Sell Real Property  |  §6.22
Report of Private Sale of Real Property  |  §6.23

 

Chapter 7—Claims Against the Estate, Survival of Actions, and Wrongful Death
Statutory Notice Issued by Clerk of Court Upon Issuance of Letters Testamentary or of Administration, § 473.033, RSMo   |  §7.81
Notice to Creditors in Small Estate Administration, § 473.097, RSMo   |  §7.82
Claim Against Estate, Form 10140  |  §7.83
MO HealthNet Disclosure, Form 10022   |  §7.84
Notice of Judgment Creditor to Be Filed in Probate Division  |  §7.85

 

Chapter 12—Independent Administration
Notice of Letters Testamentary Granted  |  §12.27
Personal Representative’s Deed of Distribution   |  §12.28
Statement of Account  |  §12.29

 

Chapter 14—Conservatorship of Disabled Persons
Sample Inventory and Appraisement Form  |  §14.34

 

Chapter 17—Will Contests
Petition to Contest Will   |  §17.36
Notice of Contest   |  §17.37
Letters Pendente Lite   |  §17.38

 

Chapter 25—Litigation Settlements in Probate Matters
Notice of Will Contest Settlement Agreement and Hearing on Request for Court Approval   |  §25.20
Judgment Approving Will Contest Settlement Agreement and Directing Fiduciaries to Execute Agreement  |  §25.21

Materials

Content

Chapters

1    |    Probate Jurisdiction and Venue
            Kim S. Summers

2    |    Dispensing With or Terminating Administration
            Thomas G. Glick

3    |    Applications for Letters, Qualifications of Representatives, and Bonds
            Evelyn Gwin Mangan

4    |    Initial Responsibilities of the Personal Representative
            Charles E. Taylor and John R. Gunn

5    |    Collection and Management of Assets
            Kathleen A. Forsyth and S. Margene Burnett

6    |    Sales, Mortgages, Leases, and Exchanges
            Bennett S. Keller, Scott H. Malin and Brooke R. Perlyn
            Meghan Gearhart (Supp.)

7    |    Claims Against the Estate, Survival of Actions, and Wrongful Death
            Vanita R. Massey

8    |    Exempt Property, Family Allowance, Homestead, and Election to Take Against the Will
            Mary S. Shafer

9    |    Settlements, Distribution, and Discharge
            Brian E. Hamburg

10  |    Establishing Fact of Death and Fact of Simultaneous Death
            Jennifer K. Huckfeldt

11  |    Multi-State Administration and Alien-Oriented Probate Law
            David G. Watkins, Charles F. Jensen, and Samuel Wilkerson

12  |    Independent Administration
            Buford L. Farrington and Scott R. Manuel

13  |    Guardianship of Incapacitated Persons
            Ann F. Snitzer

14  |    Conservatorship of Disabled Persons
            Thomas G. Glick and Bart B. Zuckerman

15  |    Guardianships and Conservatorships of Minors
            Paul K. Parkinson

16  |    Civil Commitment Under the Mental Health, Substance Abuse, and Sexually Violent Predator Laws
            Daniel P. Wheeler

17  |    Will Contests
            Thomas L. Lasley

18  |    Construction and Interpretation of Wills and Trusts
            Katherine J. Bailes and Nicole R. Piskuric
            James M. Owen (Supp.)

19  |    Contested Claims
            Kent W. Minton

20  |    Discovery of Assets
            Rebbecca Lake Wood

21  |    Actions Under the Nonprobate Transfers Law - Chapter 461
            Clifford S. Brown
            Brian E. Hamburg (Supp.)

22  |    Objections to Final Settlement of Fiduciary
            David E. Elliott

23  |    Duties and Liability of Estate Fiduciaries
            Robert Selsor and Elizabeth Halaz
            Lauren Cohen (Supp.)

24  |    Actions for Fraud Under the Probate Code
            Karen E. Hajicek

25  |    Litigation Settlements in Probate Matters
            Dan C. Sturdevant
            James M. Owen (Supp.)

Forms

Chapter 4—Initial Responsibilities of the Personal Representative
Information Sheet—Individuals  |  §4.58
Information Sheet—Charities   |  §4.59
Initial Information Record—Information List—Decedent (1 of 2)   |  §4.60
Initial Information Record—Information List—Decedent (2 of 2)   |  §4.61
Initial Information Record—Information List—Decedent’s Surviving Spouse   |  §4.62
Initial Information Record—Information List—Lineal Descendants, Collateral Relatives, and Others (1 of 2)   |  §4.63
Initial Information Record—Information List—Lineal Descendants, Collateral Relatives, and Others (2 of 2)   |  §4.64
Schedule—Child  |  §4.65
Schedule—Grandchild or More Remote Descendant  |  §4.66
Schedule—Incapacitated Person (1 of 2)   |  §4.67
Schedule—Incapacitated Person (2 of 2)   |  §4.68
Schedule—Collateral Relatives and Others   |  §4.69
Schedule—Other Individual Legatees and Fiduciaries  |  §4.70
Information List—Charitable Beneficiaries  |  §4.71
Information List—Trust Beneficiary   |  §4.72
Information List—Personal Representative/Fiduciary (1 of 2)  |  §4.73
Information List—Personal Representative (2 of 2)   |  §4.74
Information List—Attorney for the Estate  |  §4.75
Information List—Other Necessary Parties  |  §4.76
Probate Fact Sheet  |  §4.77
Due Dates   |  §4.78
Estimate of Cash Needs  |  §4.79
Tax Planning Memorandum  |  §4.80
Attorney’s Checklist for Use in Administering an Estate   |  §4.81

Chapter 5—Collection and Management of Assets
Notice of Hearing   |  §5.17
Petition for Authority to Continue Operation of Decedent’s Business— Supervised Administration   |  §5.18
Judgment to Continue Business—Supervised Administration   |  §5.19
Petition for Authority of Independent Personal Representative to Continue Operation of Decedent’s Business  |  §5.20

Chapter 6—Sales, Mortgages, Leases, and Exchanges
Independent Personal Representative’s Deed  |  §6.19
Affidavit as to Heirs   |  §6.20
Petition for Authority to Take Charge of Real Estate   |  §6.21
Petition for Authority to Sell Real Property  |  §6.22
Report of Private Sale of Real Property  |  §6.23

Chapter 7—Claims Against the Estate, Survival of Actions, and Wrongful Death
Statutory Notice Issued by Clerk of Court Upon Issuance of Letters Testamentary or of Administration, § 473.033, RSMo   |  §7.81
Notice to Creditors in Small Estate Administration, § 473.097, RSMo   |  §7.82
Claim Against Estate, Form 10140  |  §7.83
MO HealthNet Disclosure, Form 10022   |  §7.84
Notice of Judgment Creditor to Be Filed in Probate Division  |  §7.85

Chapter 12—Independent Administration
Notice of Letters Testamentary Granted  |  §12.27
Personal Representative’s Deed of Distribution   |  §12.28
Statement of Account  |  §12.29

Chapter 14—Conservatorship of Disabled Persons
Sample Inventory and Appraisement Form  |  §14.34

Chapter 17—Will Contests
Petition to Contest Will   |  §17.36
Notice of Contest   |  §17.37
Letters Pendente Lite   |  §17.38

Chapter 25—Litigation Settlements in Probate Matters
Notice of Will Contest Settlement Agreement and Hearing on Request for Court Approval   |  §25.20
Judgment Approving Will Contest Settlement Agreement and Directing Fiduciaries to Execute Agreement  |  §25.21

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