REAL Probate System Document List for Utah

 Checklists

• Initial Contact Checklist
• Estate Questionnaire
• Significant Dates and Deadlines List
• Recording Requirements Checklist
• Stock Transfer Requirements Checklist
• Service of Process Checklist
• Election Under I.R.C. § 2032A Checklist
• Opening Document Checklist
• Closing Document Checklist
• Administration Checklist
• Attorney Responsibility Checklist

Worksheets

• Computation of Augmented Estate Worksheet
• Creditor'
  s Claims Worksheet
• Tax Election and Deductions Worksheet
• Estate Closing Worksheet
• Estimate of Assets and Cash Needs Worksheet
• Qualification for Extension of Time to Pay Estate Taxes Under I.R.C. § 6166
• Qualification for Redemption under I.R.C. § 303
• Qualification for Special Valuation of Business Real Estate Under I.R.C. § 2032A

Utah Uniform Probate Code Forms      

• Waiver of Notice          
• Demand for Notice
• Waiver of Bond
• Demand for Bond        
• Renunciation and/or Nomination – Personal Representative         
• Application for Informal Probate and Informal Appointment of Personal Representative
• Statement of Informal Probate of Will and Informal Appointment of Personal Representative
• Application for Informal Probate of Will without Appointment of Personal Representative
• Statement of Informal Probate of Will    
• Application for Informal Appointment of Personal Representative           
• Statement of Informal Appointment of Personal Representative
• Notice of Application for Informal Probate and/or Appointment
• Petition for Formal Probate of Will and Formal Appointment of Personal Representative
• Petition for Formal Adjudication of Intestacy and Formal Appointment of Personal Representative
• Petition for Formal Probate of Will Without Appointment of Personal Representative       
• Petition for Formal Appointment of Personal Representative Under a Previously Probated Will, a Will Not Yet Probated, a Prior Adjudication of Intestacy        
• Order of Formal Probate of Will, Adjudication of Intestacy Appointment of Personal Representative
• Application for Informal Appointment of Special Administrator   
• Informal Appointment of Special Administrator  
• Petition for Formal Appointment of Special Administrator          
• Order of Formal Appointment of Special Administrator  
• Notice of Formal Petition and Hearing   
• Order Setting Time and Place for Hearing and for Notice
• Petition and Order for Notice by Publication      
• Notice of Hearing by Publication           
• Affidavit of Attesting Witness   
• Affidavit of Person Regarding Execution of Will Where Attesting Witness is not Available
• Acceptance of Appointment     
• Bond of Personal Representative          
• Letters Testamentary, or of Administration, or of Special Administration
• Announcement of Appointment and Notice to Creditors
• Inventory          
• Claim Against Estate    
• Waiver of Defense of Limitations          
• Petition for Allowance of Claims and Order of Hearing   
• Order Allowing Claims  
• Notice of Disallowance of Claims          
• Petition for Family Allowance    
• Order Granting Family Allowance           
• Petition for Elective Share        
• Order Granting Elective Share   
• Renunciation of Interest
• Waiver of Fee  
• Petition for Removal of Personal Representative for Cause, for Appointment of Successor Personal Representative, and for Order of Hearing           
• Order for Removal of Personal Representative for Cause and Appointment of Successor Personal Representative           
• Notice of Intention to Resign     
• Statement of Resignation of Personal Representative and Petition for Appointment of Successor Personal Representative 
• Petition for Removal of Personal Representative, for Appointment of Ancillary Personal Representative, and for Order of Hearing        
• Verified Statement Closing Small Estate
• Verified Statement of Personal Representative Closing Estate    
• Receipt and Release, and Consent to Closing by Sworn Statement         
• Petition for Approval of Final Settlement and Distribution           
• Summary of Account Annexed to Petition for Order Approving Final Settlement and Distribution
• Schedule of Distribution           
• Estate Closing Order    
• Schedule of Distribution-Annexed to Estate Closing Order
• Determination of Heirs-Annexed to Estate Closing Order
• Determination of Devisees Under Formally Probated Will Be Annexed to Estate Closing Order
• Receipt and Release     
• Decree of Final Discharge        
• Petition for Order Determining Heirs      
• Determination of Heirs  
• Application for Certificate from Registrar           
• Certificate of Registrar  
• Affidavit of Domiciliary Foreign Personal Representative for Payment or Delivery Without Local Administration    
• Proof of Authority of Domiciliary Foreign Personal Representative         
• Affidavit of Authority and Demand for Transfer by Domiciliary Foreign Personal Representative
• Affidavit for Collection of Personal Property Pursuant to Small Estate Proceeding          
• Affidavit for Transfer of Title to Boats, Motor Vehicles, Trailers, and Semi-trailers – Small Estates
• Acceptance of Appointment as Trustee 
• Notice of Trust 

Letters 

• Letter to Personal Representative or Family Member Enclosing Information List and Confirming Appointment       
• Letter to Clerk of Court Transmitting Will for Deposit
• Letter to Office of Vital Records Ordering Death Certificates
• Letter to Social Security Administration
• Letter to Heirs and Devisees Regarding Informal Opening of Estate        
• Letter to Interested Persons Regarding Formal Opening of Estate          
• Letter to Client Regarding Engagement for Representation         
• Letter to Advise Personal Representative of Duties and Procedures       
• Letter to IRS Requesting Taxpayer I.D. Number for Estate          
• Letter to I.R.S. Submitting Form 56 (Notice of Fiduciary Relationship)     
• Letter to Postmaster Advising of Change of Address     
• Letter to Newspaper Transmitting Notice to Creditors     
• Letter to Known Creditors to File Claims
• Letter to Terminate Charge Account       
• Letter to Cancel Credit Card      
• Letter to Notify Tenant or Debtor of Place and Method of Making Payment         
• Letter to Stockbroker to Close Brokerage Account         
• Letter to Bank Confirming Ownership and Date of Death Balance of Account-Solely Owned
• Letter to Bank Confirming Ownership and Date of Death Balance of Account-Jointly Owned Letter to Bank Requesting Re-titling of Account     
• Letter to Insurance Company Requesting Claim Forms   
• Letter to Insurance Company for Collection        
• Letter to Insurance Company Requesting Form 712 Where Policy Has Been Surrendered for Payment Separately 
• Letter to Insurance Company When Decedent Owned Insurance on Life of Another          
• Letter to Employer Requesting Information Regarding Death Benefits     
• Letter to Stockbroker to Obtain Valuation of Securities   
• Letter to Department of Commerce Regarding Stock Believed to be Worthless   
• Letter to Clerk of Court Ordering Certified Copies           
• Letter to Personal Representative Enclosing Inventory for Signature and Return  
• Letter to Clerk of Court Enclosing Documents for Filing 
• Letter to Interested Party Transmitting Copy of Inventory
• Letter to State Tax Commission Transmitting Utah Inheritance Tax Return
• Letter to Internal Revenue Service Transmitting Federal Estate Tax Return           
• Letter to I.R.S. Requesting a Prompt Audit of Estate Tax Return 
• Letter to Internal Revenue Service Transmitting Fiduciary Income Tax Return        
• Letter to State Tax Commission Transmitting Fiduciary Income Tax Return          
• Letter to Beneficiary with Tax Advice     
• Letter to Personal Representative Transmitting Intermediate or Final Report for Signature and Return
• Letter to Recorder Enclosing Documents for Recording
• Letter to Stock Transfer Agent Enclosing Certificates for Transfer           
• Letter to Interested Persons in Connection with Formal Closing of Estate
• Letter to Internal Revenue Service Giving Notice of Termination of Fiduciary Relationship           

Miscellaneous Forms  

• Receipt for Documents
• Affidavit of Domicile    
• Personal Representative's Deed
• Deed of Distribution
• Affidavit of Surviving Joint Tenant        
• Affidavit Confirming Termination of Joint Tenancy         
• Notice of Election Under I.R.C. § 2032A
• Notice of Protective Election Under I.R.C. § 2032A
• List of probate fees
• Consanguinity table

Guardianship Documents

• Request for Notice
• Appointment of Guardian of Minor
• Petition for Appointment of Guardian of Incapacitated Person
• Appointment of Guardian of Incapacitated Person
• Notice of Petition and Hearing
• Acceptance of Appointment
• Letters of Guardianship
• Bond of Guardian
• Report of Conditions of Ward
• Financial Accounting

Conservatorship Documents

• Request for Notice
• Petition for Appointment of Conservator
• Appointment of Conservator
• Notice of Petition and Hearing
• Acceptance of Appointment
• Letters of Conservator
• Bond of Conservator
• Financial Accounting
• Petition for Terminating Conservatorship
• Order Terminating Conservatorship
• Decree of Final Discharge