New York Probate Forms
Common probate forms used during estate settlement in New York. Each page explains what the form is for, where to download the official version, and how to file it.
Informational only — not legal advice. Always confirm the current form with your local probate court.
Affidavit in Relation to Settlement of Estate Under Article 13Form SE-3AThis form permits the settlement of a decedent's estate under New York's small estate procedures (Article 13 of the Surrogate's Court Procedure Act) without formal probate administration.Affidavit in Relation to Settlement of Estate Under Article 13, SCPAForm SE-3AVerified PDFThis affidavit enables distributees to settle a small estate under New York's voluntary administration procedure when personal property does not exceed $30,000.Amended Affidavit in Relation to Settlement of Estate Under Article 13Form SE-3BAllows a petitioner to amend a previously filed small estate affidavit under New York's Article 13 simplified settlement procedure.Compulsory Accounting and Related Relief ChecklistA checklist to guide fiduciaries and their attorneys in preparing and filing a compulsory accounting with the New York Surrogate's Court.Family TreeForm FT-1Verified PDFDocuments the decedent's family relationships across multiple generations to establish heirs and determine intestate succession.Firearms InventoryTo inventory and account for firearms held as part of an estate under Surrogate's Court jurisdiction.Heirship / Pedigree AffidavitVerified PDFEstablishes the family tree and identifies all heirs and distributees of a decedent's estate for purposes of determining who is entitled to inherit.Inventory of AssetsForm iofaTo document and list all assets of a decedent's estate for probate accounting purposes in New York Surrogate's Court.Judicial Settlement of Accounting Proceeding ChecklistProvides a checklist to ensure compliance with requirements for judicially settling an accounting proceeding in Surrogate's Court.Petition for Ancillary Letters of AdministrationForm admin_palaTo petition the Surrogate's Court for ancillary letters of administration to manage out-of-state real property of a deceased person whose estate is being administered in another jurisdiction.Petition for Ancillary ProbateForm ancprobInitiates ancillary probate proceedings in New York Surrogate's Court to establish the validity of a will and enable administration of estate assets located in New York when the primary probate has occurred elsewhere.Petition for Compulsory Accounting and Related ReliefForm petcompTo petition the Surrogate's Court for a compulsory accounting from a fiduciary and to seek related relief regarding estate administration.Petition for Letters of AdministrationForm admTo request the court's authorization for an administrator to manage and distribute the estate of a deceased person who died without a valid will.Petition for Letters of Administration (d.b.n.)Form admdbnTo petition the Surrogate's Court for letters of administration de bonis non (d.b.n.), which authorize an administrator to settle the remaining estate of a deceased person when the original administrator has died, resigned, or become unable to serve.Petition for Letters of Administration c.t.a. (After Probate)Form probctaTo petition the court for letters of administration c.t.a. (cum testamento annexo) following probate of a will when an executor named in the will is unable or unwilling to serve.Petition for ProbateInitiates a probate proceeding in New York Surrogate's Court to establish the validity of a decedent's will and authorize estate administration.Renunciation of Voluntary AdministrationForm SE-1CAllows a person named in a voluntary administration petition to formally decline or renounce their role as administrator of a small estate.Report and Account in Settlement of Estate Pursuant to Article 13, SCPAForm SE-1DTo provide a formal accounting and settlement report of a small estate administered under New York's Article 13 simplified probate procedure.Successor Letters TestamentaryTo authorize a successor executor to take over estate administration duties when the original executor is unable or unwilling to continue.Surrogate-P-14 Petition for Successor Letters TestamentaryForm Surrogate-P-14To petition the Surrogate's Court for successor letters testamentary when the original executor is unable or unwilling to serve.Surrogate-P-15 Renunciation of Successor Letters Testamentary and Waiver of Process (Individual)Form Surrogate-P-15Allows a successor executor or administrator to formally renounce their right to letters testamentary and waive service of process in a probate proceeding.Surrogate-P-16 Renunciation of Successor Letters Testamentary and Waiver of Process (Corporation)Form Surrogate-P-16Allows a corporation designated as successor executor to renounce its right to letters testamentary and waive service of process.Surrogate-P-17 Notice of Petition for Appointment of Successor ExecutorForm Surrogate-P-17To provide notice of a petition filed in Surrogate's Court for the appointment of a successor executor to replace a deceased, resigned, or incapacitated executor.Voluntary Administration ChecklistForm v-chklst-frmProvides a checklist to guide parties through the voluntary administration process for small estates in New York Surrogate's Court.
Probate in New York
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