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Ancillary Probate Administrations

Ancillary probate refers to a probate proceeding that is required in addition to a domiciliary probate proceeding, usually in a state other than the decedent's state of primary residence.  It is typically required to enable heirs to dispose of property owned by the decedent.  For example, let's say that the decedent, a resident of and domiciled in New York, dies owning real estate in Florida.  The decedent's primary state, New York, has jurisdiction over the decedent's New York assets in the domiciliary probate proceedings, but the Florida courts have exclusive jurisdiction over the Florida real estate.  An ancillary probate proceeding in Florida would be required to clear the title of the Florida real estate into the decedent's heirs or before the Florida real estate could be sold.


Domiciliary Probate Proceedings

Domiciliary Probate (formal administration) is applicable when the decedent was a Florida resident. These are the basic proceedings most commonly conducted. A decedent may be a resident of more than one state, but domiciled in only one state. The domiciliary state is the one where the decedent was primarily a resident. Domiciliary probate proceedings are typically commenced in the decedent's state of primary residence. For example, if a decedent lived in Florida, voted in Florida, and had most of his or her assets in Florida but a summer home in New York, domiciliary probate proceedings would most likely be commenced in Florida, with ancillary probate proceedings conducted in New York.


Summary Probate Administrations

Summary Probate may be applicable for estates less than $75,000 or when the decedent has been dead more than two years.  Summary Administration is a form of probate intended to deal with smaller estates and in which there are either no creditors or all creditors are known and there is a plan to pay the creditors through the Summary Administration. Unlike a Formal Administration, in a Summary Administration essentially all required documents are submitted to the court at one time and the court enters its Order of Summary Administration. This Order directs the distribution of Estate assets and the payment of creditors. No Personal Representative is appointed in a Summary Administration. This simple form of probate is desirable when appropriate because it can be accomplished at a lower cost and in a shorter period of time.


Intestate Estate Administrations

When a decedent passes away without a will, the decedent is said to have died intestate. Intestate estate administrations can be formal or summary in nature depending upon the size of the estate, the nature of the assets and the date of the decedent's death. The Florida law of intestate succession is applied, regardless of the domicile of the decedent and requires some special steps, especially if real estate is involved in the estate. The decedent's heirs as established by Florida statutes applies; but since there is no will, a Florida court must make a determination of the heirs according to Florida law.

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For all of your Florida probate needs:

Address: 2000 Glades Road, Suite 302
Boca Raton, Florida 33431
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TEL: 1-561-392-5200
FAX: 1-561-392-6180
E-mail: Grant W. Kehres, P. A.