Form JA-1 "Petition for Judicial Settlement of Account" - New York

What Is Form JA-1?

This is a legal form that was released by the Surrogate's Court of the State of New York - a government authority operating within New York. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • Released on April 1, 1998;
  • The latest edition provided by the Surrogate's Court of the State of New York;
  • Easy to use and ready to print;
  • Quick to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a fillable version of Form JA-1 by clicking the link below or browse more documents and templates provided by the Surrogate's Court of the State of New York.

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Download Form JA-1 "Petition for Judicial Settlement of Account" - New York

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For Office Use Only
Filing Fee Paid $
Receipt No:
DO NOT LEAVE ANY ITEMS BLANK
SURROGATE’S COURT OF THE STATE OF NEW YORK
PETITION FOR JUDICIAL
COUNTY OF
SETTLEMENT OF ACCOUNT OF
-------------------------------------------------------------------------------X
ACCOUNTING BY
Executor
Adm inistrator
as the
Trustee
Other [specify]
of the ESTATE OF
File No.
a/k/a
Deceased.
-------------------------------------------------------------------------------X
TO THE SURROGATE’S COURT, COUNTY OF
It is respectfully alleged:
1.
The nam e(s), and address(es) of the petitioner(s), the type and date of letters issued, and the
am ount and surety of petitioner’s (s’) bond, if any, are as follows:
Nam e:
Address:
(Street Address)
(City/Town/Village)
(County)
(State)
(Zip)
(Telephone Num ber)
Mailing address:
(if different from above)
Type of letters issued:
Date letters issued:
Am ount of bond: $
Nam e of surety:
Nam e:
Address:
(Street Address)
(City/Town/Village)
(County)
(State)
(Zip)
(Telephone Num ber)
Mailing address:
(if different from above)
Type of letters issued:
Date letters issued:
JA-1 (4/98)
-1-
For Office Use Only
Filing Fee Paid $
Receipt No:
DO NOT LEAVE ANY ITEMS BLANK
SURROGATE’S COURT OF THE STATE OF NEW YORK
PETITION FOR JUDICIAL
COUNTY OF
SETTLEMENT OF ACCOUNT OF
-------------------------------------------------------------------------------X
ACCOUNTING BY
Executor
Adm inistrator
as the
Trustee
Other [specify]
of the ESTATE OF
File No.
a/k/a
Deceased.
-------------------------------------------------------------------------------X
TO THE SURROGATE’S COURT, COUNTY OF
It is respectfully alleged:
1.
The nam e(s), and address(es) of the petitioner(s), the type and date of letters issued, and the
am ount and surety of petitioner’s (s’) bond, if any, are as follows:
Nam e:
Address:
(Street Address)
(City/Town/Village)
(County)
(State)
(Zip)
(Telephone Num ber)
Mailing address:
(if different from above)
Type of letters issued:
Date letters issued:
Am ount of bond: $
Nam e of surety:
Nam e:
Address:
(Street Address)
(City/Town/Village)
(County)
(State)
(Zip)
(Telephone Num ber)
Mailing address:
(if different from above)
Type of letters issued:
Date letters issued:
JA-1 (4/98)
-1-
2.
The decedent’s nam e, date of death and dom icile are as follows:
Nam e:
Date of death:
Dom icile:
(Street Address)
(City/Town/Village)
(State)
(Zip Code)
Township of:
County of:
3.
The petitioner(s) present (s) and render (s) herewith, a verified account of petitioner’s (s’) proceedings in this
estate or trust, for the period from
to
, showing the gross value
of assets, including principal and incom e, to be the sum of $
.
4.
(a)
An order was entered in this Court on
, 20
.
Exem pting the estate from tax
Fixing and assessing the tax due
[Attach a copy of the tax order and receipt]
(b)
The following return (s) (was) (were) filed:
ET-90 [For decedent’s dying on or after May 25, 1990].
A copy was filed with the Surrogate’s Court
Yes
No
TT-385 [For decedent’s dying before May 25, 1990]
706 or 706NA
The estate taxes with respect to this estate were paid in full.
[Attach a copy of letter of discharge.]
(c.)
No tax proceeding or return was required for this estate.
5.
The rendering of such account at this tim e is proper because
check appropriate reason]
seven m onths have elapsed since letters were issued to petitioner(s);
letters issued to the petitioner(s) have been revoked,
m ore than one year has elapsed since the preceding account of the petitioner(s)
was settled;
other reason [specify]:
6.
The nam es and post-office addresses of all persons and parties interested in this proceeding who are required to
be cited under the provisions of Surrogate’s Court Procedure Act §2210, or otherwise, or concerning whom or
which the Court is required to have inform ation, are set forth in subdivision (a) or (b):
(a)
All persons and parties so interested herein who are of full age and sound m ind, or which are
corporations or associations, are as follows:
-2-
Nam e
Nature of Interest
P.O. Address
(b)
All persons so interested herein who are infants or incom petents or persons believed to be
m entally incapable to adequately protect their rights, or persons whose existence, identity, or
whereabouts are unknown (including persons who are virtually represented under SCPA §315)
are as follows:
[Furnish all inform ation specified in NOTE at bottom of page]
Nam e
Nature of Interest
P.O. Address
[NOTE: In the case of each infant, state (a) nam e, birth date, age, nature of interest, domicile, residence address,
and the person w ith w hom he/she resides;
(b) w hether or not he/she has a guardian or testamentary guardian,
and whether or not his/her father, or if he/she be dead, his/her mother is living; and
(c) the nam e and post office
address of any guardian and any living parent. In the case of each incompetent or person incapable of adequately
protecting his/her rights, state (a) name, nature of interest, and post office address; (b) facts regarding his/her
incompetency, including whether or not a com mittee has been appointed and whether or not he/she has been
committed at any institution; (c) the names and post office addresses of any committee, conservator, guardian,
and person or institution having care and custody of him/her, and any relative or friend having an interest in his/her
w elfare. In the case of unknow ns, describe in identical language to be used in citation for publication. In the case
of a person confined as a prisoner, state place of incarceration. W ith respect to virtual representation see Uniform
Court Rule, §207.18.]
7.
There are no persons interested in this proceeding other than those herein about m entioned.
8.
No prior application has been m ade to this or any other court for the relief requested in this
petition.
W HEREFORE the petitioner(s) pray (s) that the account of proceedings be judicially settled
-3-
[specify any other relief requested.]
and that process be issued to all necessary parties who have not appeared to show cause why the relief requested should
not be granted; and that an order be granted directing the service of process pursuant to the provisions of SCPA Article 3
upon such persons nam ed in Paragraph (6) whose nam es or whereabouts are unknown and cannot be ascertained or
who m ay be persons on whom service by personal delivery cannot be m ade.
Dated:
1.
2.
(Signature of Petitioner)
(Signature of Petitioner)
(Print Nam e)
(Print Nam e)
3.
(Nam e of Corporate Petitioner)
(Signature of Officer)
(Print Nam e and Title of Officer)
-4-
VERIFICATION
[For use when petitioner is an individual]
STATE OF NEW YORK
)
COUNTY OF
)
ss.:
The undersigned, the petitioner (s), nam ed in the foregoing petition, being duly sworn, say (s): (I) (W e) have read the
foregoing petition subscribed by m e (us) and know the contents thereof, and the sam e is true of (m y) (our) own knowledge,
except as to the m atters therein stated to be alleged upon inform ation and belief, and as to those m atters (I) (we) believe it
to be true.
(Signature of Petitioner)
(Signature of Petitioner)
(Print Nam e)
(Print Nam e)
Sworn to before m e on
, 20
Notary Public
Com m ission Expires:
(Affix Notary Stam p or Seal)
Signature of Attorney:
Print Nam e:
Nam e of Attorney:
Tel. No.:
Address of Attorney:
-5-
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