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Petition For Transfer Of Residue (Ancillary) - Wisconsin

Petition For Transfer Of Residue (Ancillary) - Wisconsin 2026

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The document is a legal petition for the transfer of residue in an ancillary administration case in Wisconsin. It outlines the inventory and accounting of a decedent's property, confirms that all claims and taxes have been paid, and requests the court to allow the account, authorize asset transfers, and terminate ancillary letters.

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Click ‘Get Form’ to open the Petition for Transfer of Residue (Ancillary) in our editor.
Begin by entering the case number at the top of the form. This is essential for tracking your petition within the court system.
In section one, confirm that you were issued ancillary letters by checking the appropriate box and providing any necessary details.
For section two, list the inventory and account of the decedent’s property in Wisconsin. Attach any additional documents as needed, ensuring all values are accurately reported.
Proceed to section three and four to affirm that all claims and taxes have been paid. This is crucial for a smooth transfer process.
In section five, detail the assets remaining for transfer. Be sure to include accurate amounts and attach supporting documentation.
Finally, complete the request section by specifying what you want the court to authorize regarding asset transfers and termination of ancillary letters.

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What does ancillary mean in a will?

Transfer-on-death deeds can also avoid ancillary probate Another way to avoid ancillary probate is to record a transfer-on-death deed for that property. This type of deed identifies the individual you have selected to receive the property.

In which of the following situations is ancillary probate necessary?

Ancillary probate is a secondary probate that can be required if you own property in states other than where you reside.

How do you petition for original action in Wisconsin?

809.70 Rule (Original action). (1) A person may request the supreme court to take jurisdiction of an original action by filing a petition which may be supported by a memorandum. The petition shall be served on each party and proposed respondent by traditional methods as provided in s. 809.80 (2).

What does ancillary probate mean?

An ancillary probate proceeding is typically necessary if the person who died also owned real estate in another state. In the primary probate proceeding, the court establishes the validity of the will, admits the will into probate, and then appoints the executor named in your will to manage the estate.

What is ancillary probate in Wisconsin?

An Ancillary Proceeding is a court-supervised proceeding used to transfer assets located within the State of Wisconsin when a decedents probate has been filed in a state other than the State of Wisconsin. Forms can be obtained from Wisconsin Courts - Probate Forms.

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