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- Click ‘Get Form’ to open it in the editor.
- Begin by filling out the decedent's information, including their first name, last name, and social security number. Ensure accuracy as this is crucial for processing.
- In Part I, answer whether a certificate is required by the court by selecting 'Yes' or 'No'. This will guide subsequent questions.
- Continue through lines 2 to 11, providing details about the decedent’s will, probate type, and income history. Use checkboxes for 'Yes' or 'No' responses where applicable.
- For trusts in Part II, repeat similar steps: confirm if a certificate is needed and provide trust details. Attach necessary documents like the trust instrument.
- Once all fields are completed, review your entries for accuracy before signing on page 2. This ensures compliance with legal requirements.
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