 |
The
6th edition of the Minnesota Estate Administration Deskbook puts all of the latest and best information on estate administration in Minnesota
from start to finish in one place.
Editor
Susan J. Link and our outstanding roster of expert
attorneys and paralegals have raised the standard for
Minnesota’s premier probate and estate practice manual,
sharing their best practice tips and commentary to help
you better serve your clients. The Deskbook also comes
with a companion eFormbook that includes more than 260
downloadable and editable probate forms.
BONUS
BENEFIT
All
current subscribers to the Minnesota Estate
Administration Deskbook, hard copy or LinkedLaw,
receive special reduced pricing on Minnesota CLE's
automated
CLEPro Probate Document System. Purchasers of
the hard-copy Deskbook will receive a coupon code for
CLEPro with their Deskbook. Subscribers to the LinkedLaw
version of the Deskbook should call Minnesota CLE at
800-759-8840 to receive their code.
Table of Contents
| Chapter 1: |
Getting Started |
| Chapter 2: |
Opening an Estate, Inventory, and Disclaimers |
| Chapter 3: |
Creditors’ Claims |
| Chapter 4: |
Real Estate |
| Chapter 5: |
Taxation Issues |
| Chapter 6: |
Estate Litigation |
| Chapter 7: |
Closing and Distribution |
| Chapter 8: |
Miscellaneous Procedures |
| Chapter 9: |
Professional Responsibility |
| Chapter 10: |
Ancillary Administration |
| Chapter 11: |
Review of Recommended Orders, Post-Trial Motions, and Appeals in Estate Litigation |
| Table of Authorities |
| Subject Index |
|
eFormbook |
| Minnesota CLE’s Automated Document Systems |
eFormbook
099 SERIES: General Forms
- P-001 Acceptance of Appointment as Personal Representative and Oath by Individual
- P-002 Acceptance of Appointment as Personal Representative and Oath by Corporation
- P-005 Nomination of Personal Representative and Renunciation of Priority for Appointment
- P-006 Renunciation of Priority for Appointment and Right to Nominate Personal Representative
- P-007 Petition Objecting to Appointment of Personal Representative
- P-008 Certificate of Representation
- P-010 Letters Testamentary/of General Administration
- P-011 Successor Letters Testamentary/of General Administration
- P-012 Application/Petition for Amended Letters of General Administration/Testamentary (to Correct Date of Death/to Add or Correct a Name)
- P-013 Order for Amended Letters
- P-015 Affidavit of Mailing Order or Notice
- P-016 Notice to Spouse and Children and Affidavit of Mailing
- P-017 Proof of Personal Service of Order or Notice
- P-018 Affidavit of Publication
- P-020 Confidential Information Form (MGRP Form 11.1)
- P-021 Sealed Financial Source (MGRP Form 11.2)
- P-025 Petition for Removal of Demand for Notice
- P-026 Order Removing Demand for Notice
- P-030 Petition for Formal Proceedings to ________
- P-031 Notice and Order of Hearing on Petition for Formal Proceedings to ________
- P-032 Order for ________
- P-034 Verification under Oath
- P-040 Petition for Order Appointing Guardian Ad Litem
- P-041 Consent to Act as Guardian Ad Litem
- P-042 Order Appointing Guardian Ad Litem
- P-050 Petition to Stay, Dismiss, or Amend Formal Proceedings (Conflicting Claims of Domicile)
- P-051 Order Setting Hearing on Petition to Stay, Dismiss or Amend Formal Proceedings (Conflicting Claims of Domicile)
- P-052 Order for Continuation of Hearing
- P-060 Affidavit in Support of Search of Decedent-Lessee’s Safe Deposit Box
- P-062 Testimony of Witness to Will/Codicil
- P-070 Demand for Bond by Interested Person
- P-071 Order for Excusing or Requiring Bond after Demand
- P-072 Bond of Personal Representative Corporate Surety
- P-073 Bond of Personal Representative Personal Surety(ies)
- P-074 Request for Waiver of Bond
- P-075 Petition to/Excuse Bond/Increase Bond/Reduce Bond
- P-076 Order to/Excuse Bond/Increase Bond/Reduce Bond
- P-080 Demand for Jury Trial in Formal Proceedings
- P-081 Petition Requesting Jury Trial
- P-082 Petition for Order Appointing Appraisers
- P-083 Order Appointing Appraisers
- P-084 Disclaimer (Probate)
- P-085 Disclaimer (Non-Probate)
- P-086 Affidavit of Domicile
- P-087 Irrevocable (Stock) (Bond) Power
- P-088A Affidavit of Identity and Survivorship
- P-088B Affidavit of Identity and Survivorship for Transfer on Death Deed
- P-089 Testimony of Heirship
- P-090 Application for Certificate of Clearance for Medical Assistance Claim
- P-090B Application for Certificate of Clearance for Medical Assistance Claim (Transfer on Death Deed)
- P-091 Certificate of Clearance for Medical Assistance Claim
- P-091B Certificate of Clearance for Medical Assistance Claim (Transfer on Death Deed)
- P-092 Certificate of Consent to an Early Distribution of Assets Pursuant to Minn. Stat. § 524.3-801(D)(6)
- P-093 Notice to Commissioner of Human Services Regarding Possible Claims under Minn. Stat. §§ 246.53, 256B.25, 256D.16 or 261.04
- P-094 Affidavit of Service of Notice to Commissioner of Human Services Regarding Possible Claims under Minn. Stat. §§ 246.53, 256B.15, 256D.16 or 261.04
- P-095 Amendment to Notice to Commissioner of Human Services Regarding Possible Claims under Minn. Stat. §§ 246.53, 256B.25, 256D.16 or 261.04 Prior to Closing of Estate
- P-096 Affidavit of Service of Amendment to Notice to Commissioner of Human Services Regarding Possible Claims Under Minn. Stat. §§ 246.53, 256B.15, 256D.16 or 261.04 Prior to Closing of Estate
- P-097 Amendment to Notice to Commissioner of Human Services Regarding Possible Claims Under Minn. Stat. §§ 246.53, 256B.25, 256D.16 or 261.04 After Closing of Estate
- P-098 Affidavit of Service of Amendment to Notice to Commissioner of Human Services Regarding Possible Claims Under Minn. Stat. §§ 246.53, 256B.15, 256D.16 or 261.04 After Closing of Estate
100 SERIES: Informal Probate
- P-100 Application for Informal Probate of Will and for Informal Appointment of Personal Representative
- P-101 Application for Informal Probate of Will
- P-102 Application for Informal Appointment of Personal Representative (Testate – Split Proceeding)
- P-103 Application for Informal Appointment of Personal Representative (Intestate)
- P-105 Application for Informal Appointment of Successor Personal Representative
- P-110 Statement of Informal Probate of Will and Order of Informal Appointment of Personal Representative
- P-111 Statement of Informal Probate of Will
- P-112 Order of Informal Appointment of Personal Representative (Testate – Split Proceeding)
- P-113 Order of Informal Appointment of Personal Representative (Intestate)
- P-115 Order for Informal Appointment of Successor Personal Representative
- P-117 Declination of Application for Informal Appointment of Personal Representative and/or Informal Probate
- P-120 Notice of Informal Probate of Will and Appointment of Personal Representative and Notice to Creditors
- P-121 Notice of Informal Probate of Will
- P-122 Notice of Informal Appointment of Personal Representative, Notice and Order of Hearing for Formal Probate of Will and Notice to Creditors
- P-123 Notice of Informal Appointment of Personal Representative and Notice to Creditors (Intestate)
- P-124 Notice of Informal Appointment of Personal Representative, Notice of Hearing for Formal Adjudication of Intestacy, Determination of Heirship and Notice to Creditors
- P-145 Application to Registrar for Determination
- P-146 Registrar’s Determination
200 SERIES: Formal Probate
- P-200 Petition for Formal Probate of Will and for Formal Appointment of Personal Representative
- P-201 Petition for Formal Probate of Will And Confirming Appointment of Personal Representative
- P-203 Petition for Formal Probate of Will Previously Probated Informally and for Formal Appointment of Personal Representative
- P-204 Petition for Formal Probate of Will Previously Probated Informally
- P-205 Petition for Formal Adjudication of Intestacy, Determination of Heirs and Appointment of Personal Representative
- P-206 Petition for Formal Adjudication of Intestacy and Determination of Heirs
- P-208 Petition for Formal Appointment of Successor Personal Representative
- P-209 Petition for Formal Probate of Will, Determination of Partial Testacy, Determination of Heirs, and for Formal Appointment of Personal Representative
- P-217 Petition for Formal Adjudication of Intestacy and Determination of Heirs and Confirmation of Previously Informally Appointed Personal Representative or Appointment of Successor Personal Representative
- P-220 Notice and Order of Hearing on Petition for Probate of Will and Appointment of Personal Representative and Notice to Creditors
- P-221 Notice and Order of Hearing on Petition for Probate of Will
- P-224 Notice and Order of Hearing on Petition for Probate of Will Previously Probated Informally
- P-225 Notice and Order of Hearing on Petition for Formal Adjudication of Intestacy, Determination of Heirship, Appointment of Personal Representative and Notice to Creditors
- P-226 Notice and Order of Hearing on Petition for Formal Adjudication of Intestacy and Determination of Heirship
- P-227 Notice and Order of Hearing on Petition for Formal Adjudication of Intestacy and Determination of Heirs and Confirmation of Previously Informally Appointed Personal Representative or Appointment of Successor Personal Representative
- P-228 Notice and Order of Hearing on Petition for Appointment of Successor Personal Representative
- P-229 Notice and Order of Hearing on Petition for Probate of Will, Determination of Partial Testacy, Determination of Heirs, and Appointment of Personal Representative
- P-230 Order of Formal Probate of Will and Formal Appointment of Personal Representative
- P-231 Order of Formal Probate of Will
- P-233 Order of Formal Probate of Will Previously Probated Informally and Formal Appointment of Personal Representative
- P-234 Order of Formal Probate of Will Previously Probated Informally
- P-235 Order of Formal Adjudication of Intestacy, Determination of Heirs, and Formal Appointment of Personal Representative
- P-236 Order of Formal Adjudication of Intestacy and Determination of Heirs
- P-237 Order of Formal Adjudication of Intestacy and Determination of Heirs and Confirmation of Previously Informally Appointed Personal Representative or Appointment of Successor Personal Representative
- P-238 Order of Formal Appointment of Successor Personal Representative
- P-239 Order of Formal Probate of Will, Determination of Partial Testacy, Determination of Heirs, and Appointment of Personal Representative
- P-270 Statement of Contents of Lost, Destroyed, or Otherwise Unavailable Will
- P-271 Petition for Commission to Take Deposition of Witness to Will
- P-272 Commission to Take Deposition of Witness to Will
- P-273 Affidavit Identifying Signature of Testator (Witness not Available)
- P-280 Petition to Set Aside Informal Probate of Will
- P-281 Order Setting Aside Informal Probate of Will
- P-282 Objection to Formal Probate of Will
- P-283 Order Denying Probate of Will
- P-285 Petition for Modification of Prior Order
- P-286 Order Modifying Prior Order
- P-287 Petition for Vacation of Prior Order
- P-288 Order Vacating Prior Order
300 SERIES: Interim and Partial Distribution Forms
- P-301 Petition for Interim Order
- P-302 Interim Order for __________
- P-305 Petition for Protective Order for Investment of Minor’s Funds
- P-306 Protective Order for Investment of Minor’s Funds
- P-307 Acknowledgement of Notice and Consent: Minor’s Funds
- P-321 Petition for Interim Order for Partial Distribution
- P-322 Interim Order for Partial Distribution
- P-331 Petition for Interim Order Approving Partial Distribution Previously Made
- P-332 Interim Order Approving Partial Distribution Previously Made
- P-335 Petition for Order Approving Sale of Property to Personal Representative or Person/Entity Related to Personal Representative
- P-336 Consent to Sale of Decedent’s Property to Personal Representative or to Person/Entity Related to Personal Representative
- P-337 Notice and Order of Hearing on Petition for Order Approving Sale of Property to Personal Representative or to Person/Entity Related to Personal Representative
- P-338 Order Approving Sale of Property to Personal Representative or Person/Entity Related to Personal Representative
400 SERIES: Special Administration and Personal Representative
- P-400 Application for Informal Appointment of Special Administrator
- P-401 Order of Informal Appointment of Special Administrator
- P-405 Petition for Formal Appointment of Special Administrator
- P-406 Order of Formal Appointment of Special Administrator
- P-410 Letters of Special Administration
- P-412 Acceptance of Appointment as Special Administrator and Oath by Individual
- P-414 Acceptance of Appointment as Special Administrator by Corporation
- P-420 Inventory in Special Administration
- P-425 Final Account in Special Administration Original Amended Supplemental
- P-427 Inventory, Final Account, Petition for Allowance of Final Account And Discharge of Special Administrator
- P-430 Demand by Personal Representative for Delivery of Property
- P-440 Notice of Intent to Resign
- P-441 Resignation of Personal Representative
- P-442 Delivery to and Receipt by Successor Personal Representative
- P-443 Delivery To And Receipt By General Personal Representative
- P-450 Petition for Order Restraining Personal Representative
- P-460 Petition for Removal of Personal Representative
- P-461 Order Removing Personal Representative
500 SERIES: Claims and Elections
- P-500 Supplementary Notice to Known and Identified Creditors
- P-501 Demand for Notice
- P-502 Withdrawal of Demand For Notice
- P-503 Notice of Intention to File Document After Demand for Notice
- P-504 Waiver of Notice
- P-505 Limited Waiver of Notice
- P-506 Petition for Removal of Demand for Notice
- P-507 Order Removing Demand for Notice
- P-508 Written Statement of Claim
- P-509 Notice of Claim Made in Proceeding Against Decedent Before Death
- P-510 Notice of Allowance of Claim
- P-511 Notice of Allowance of Claim by Judgment Entered in Another Court
- P-512 Notice of Disallowance or Partial Allowance of Claim
- P-514 Change of Decision Concerning Claim
- P-515 Consent and Waiver of Defense of Statute of Limitations
- P-517 Consent to Extension of Time to Claimant
- P-518 Claimant’s Petition for Order Extending Time
- P-519 Order Extending Time to Claimant
- P-524 Claimant’s Petition for Allowance of Claim Previously Disallowed
- P-526 Order for Allowance of Claim Previously Disallowed
- P-530 Petition to Present and Allow a Late Claim
- P-531 Notice and Order for Hearing on Claim
- P-532 Order Allowing Late Claim
- P-534 Personal Representative’s Petition for Late Disallowance of Claim
- P-536 Order Authorizing Late Disallowance of Claim
- P-540 Petition for Order Directing Personal Representative to Pay Claim
- P-542 Order Directing Personal Representative to Pay Claim
- P-545 Satisfaction of Claim and Withdrawal of Demand for Notice
- P-550 Notice of Statutory Selection
- P-554 Petition to Award Property with Sentimental Value
- P-555 Order Awarding Property with Sentimental Value
- P-556 Petition to Allow Selection of Personal Property
- P-557 Order Allowing Selection of Personal Property
- P-560 Petition for Family Maintenance
- P-562 Order for Family Maintenance
- P-564 Petition for Elective Share of Augmented Estate
- P-565 Notice and Order of Hearing on Petition for Elective Share of Augmented Estate
- P-566 Order Granting Elective Share of Augmented Estate
- P-567 Petition for Election of Homestead Rights
- P-568 Notice and Order of Hearing on Petition for Election of Homestead Rights
- P-569 Order Granting Election of Homestead Rights
- P-570 Surviving Spouse’s/Respondent’s Augmented Estate Computation
Worksheet
600 SERIES: Inventory and Closing
- P-600 Inventory
- P-601 Affidavit of Appraiser
- P-605 Final Account
- P-606 Consent to Final Account, Distribution of Estate and Waiver of Notice and Hearing
- P-610 Petition to Allow Final Account, Settle and Distribute Estate
- P-611 Notice and Order for Hearing on Petition for Formal Settlement of Estate
- P-612 Order Allowing Account
- P-613 Order Allowing Final Account and Settling Estate and Decree Of Distribution
- P-614 Order Allowing Final Account and Settling Estate and Order Of Distribution
- P-615 Receipt for Assets by Distributee
- P-616 Petition to Formally Adjudicate Intestacy, Determine Heirship, Confirm Appointment And Acts of Personal Representative Previously Appointed Informally, Allow Final Account, Settle and Distribute Estate
- P-617 Notice and Order of Hearing on Petition to Formally Adjudicate Intestacy, Determine Heirship, Confirm Appointment and Acts of Personal Representative Previously Appointed Informally, Allow Final Account, Settle and Distribute Estate
- P-618 Order Formally Adjudicating Intestacy, Determining Heirship, Confirming Appointment and Acts of Personal Representative, Allowing Final Account, Settling and Distributing Estate
- P-620 Proposal for Distribution
- P-621 Waiver by Distributee of Right to Object to Proposed Distribution
- P-622 Objection to Proposed Distribution
- P-624 Consent to Sale
- P-625 Objection to Final Account and Petition to Settle Estate
- P-627 Petition to Formally Probate Will Previously Probated Informally, Confirm Appointment and Acts of Personal Representative Previously Appointed Informally, Allow Final Account, Settle and Distribute Estate
- P-628 Notice and Order for Hearing on Petition to Formally Probate Will Previously Probated Informally, Confirm Appointment and Acts of Personal Representative Previously Appointed Informally, Allow Final Account, Settle and Distribute Estate
- P-629 Order Formally Probating Will Previously Probated Informally, Confirming Appointment and Acts of Personal Representative, Allowing Final Account, Settling and Distributing Estate
- P-630 Petition for Order Apportioning Estate Taxes
- P-631 Order Apportioning Estate Taxes
- P-634 Demand for Qualification of Trustee
- P-635 Order Requiring Qualification of Trustee
- P-636 Petition for Order Directing Deposit of Distributive Share with County Treasurer
- P-637 Order Directing Deposit of Distributive Share with County Treasurer
- P-638 Petition for Order Directing County Auditor to Authorize Distribution of Funds
- P-639 Order Directing County Auditor to Authorize Distribution of Funds
- P-640 Petition for Discharge of Personal Representative
- P-642 Order Discharging Personal Representative
- P-644 Petition for Extension of Time for Settlement of Estate
- P-646 Order and Citation to Settle and Close Estate
- P-648 Order Extending Time for Settlement of Estate
- P-660 Petition for Determination of Descent of Omitted Property
- P-661 Decree of Descent of Omitted Property
- P-665 Petition for Determination of Descent of Incorrectly Described Property
- P-666 Decree of Descent of Incorrectly Described Property
- P-670 Petition for Determination of Descent
- P-671 Notice and Order for Hearing on Petition for Descent of Property
- P-672 Notice and Order for Hearing on Petition for Descent of Property (Multiple Decedents)
- P-673 Decree of Descent
- P-680 Affidavit for Collection of Personal Property
- P-682 Unsupervised Personal Representative’s Statement to Close
- P-684 Application for Certificate from Registrar
- P-686 Certificate of Registrar
- P-688 Small Estate: Closing by Sworn Statement of Personal Representative
700 SERIES: Real Estate Deeds
- P-701 Deed of Distribution by Individual Personal Representative
- P-702 Deed of Distribution by Business Entity Personal Representative
- P-703 Deed of Sale by Individual Personal Representative to Individual(s)
- P-705 Deed of Sale by Individual Personal Representative Deed to Business Entity
- P-706 Deed of Sale by Business Entity Personal Representative to Individuals
- P-708 Deed of Sale by Business Entity Personal Representative Deed to Business Entity
- P-709 Consent of Spouse
- P-710 Consent of Spouse for Distribution
800 SERIES: Summary Procedure
- P-800 Petition for Formal Summary Assignment or Distribution and Formal Probate of Will
- P-802 Notice and Order of Hearing on Petition for Summary Assignment or Distribution and for Formal Probate of Will
- P-805 Request for Waiver of Bond for Summary Assignment or Distribution
- P-807 Bond in Summary Proceedings – Corporate Surety
- P-810 Decree of Summary Assignment or Distribution and Formal Probate of Will
- P-812 Receipt for Assets Under Summary Assignment or Distribution
900 SERIES: Ancillary Proceeding
- P-900 Foreign Personal Representative’s Notice of Intention to Exercise all Powers of a Local Personal Representative as to Assets in Minnesota
- P-902 Notice to Creditors: Foreign Personal Representative Acting In Minnesota
- P-910 Application for Informal Probate of Will and Appointment of Personal Representative (Ancillary Proceeding)
- P-912 Statement of Informal Probate of Will and Order of Informal Appointment of Personal Representative (Ancillary Proceeding)
- P-914 Notice of Informal Probate of Will and Appointment of Personal Representative and Notice to Creditors (Ancillary Proceeding)
- P-920 Application for Informal Appointment of Personal Representative (Intestate Ancillary Proceeding)
- P-922 Order of Informal Appointment of Personal Representative (Intestate Ancillary Proceeding)
- P-924 Notice of Informal Appointment of Personal Representative and Notice to Creditors (Intestate Ancillary Proceeding)
- P-930 Petition for Formal Probate of Will and for Formal Appointment of Personal Representative (Ancillary Proceeding)
- P-932 Notice and Order of Hearing on Petition for Probate of Will and Appointment of Personal Representative and Notice to Creditors (Ancillary Proceeding)
- P-934 Order for Formal Probate of Will and Formal Appointment of Personal Representative (Ancillary Proceeding)
- P-940 Petition for Formal Adjudication of Intestacy, Determination of Heirs and Appointment of Personal Representative (Ancillary Proceeding)
- P-942 Notice and Order of Hearing on Petition for Formal Adjudication of Intestacy, Determination of Heirship, Appointment of Personal Representative and Notice to Creditors (Ancillary Proceeding)
- P-944 Order of Formal Adjudication of Intestacy, Determination of Heirs, and Appointment of Personal Representative (Ancillary Proceeding)
- P-950 Ancillary Letters Testamentary/of General Administration
|
|