Loading…
1 verbatim requirement extracted from judge-sherwood-bauer-jr__Closing-a-Formal-Administration-Checklist-SB.pdf, across 1 topic.
Nineteenth Judicial Circuit (Indian River, Martin, Okeechobee, St. Lucie). Check the order's own effective and rescission dates before relying on it. Procedural information only; not legal advice.
PROPOSED ORDERS • Checklist for Closing a Formal Administration Sherwood Bauer, Circuit Judge updated: January, 2026 Estate of: _________________________________________________ Case Number: _________________________________________________ Date case was filed: _________________________________________________ 1. Petition for Administration: Date Filed: ___________________ 2. Original Death Certificate: Date Filed: ___________________ 3. Original Last Will & Codicil(s): Yes No Intestate 4. Order Admitting Last Will & Codicil(s) to Probate: Date Filed: ___________________ N/A 5. Order Appointing Personal Representative: Date Filed: ___________________ 6. Letters of Administration: Date Filed: ___________________ 7. Notice of Administration: Date Filed: ___________________ Proof of Service of Notice of Administration: Date Filed: ___________________ Sole beneficiary: Date Filed: ___________________ Waivers by interested parties: Date Filed: ___________________ 8. Statement of diligent search for creditors: Date Filed: ___________________ 9. Proof of service of Notice to Creditors: Date Filed: ___________________ Agency for Health Care Administration: Date Filed: ___________________ Florida Department of Revenue (if creditor - §733.2121(e)): Date Filed: ___________________ 10. Proof of Publication: Date Filed: ___________________ 11. Creditor Period: (see pg. 2 for creditor claims) From: ________________ To: ________________ 12. Verified Inventory: Date Filed: ___________________ Proof of Service of Verified Inventory Date Filed: ___________________ 13. Notice of Federal Estate Tax Return and Federal Estate Tax Closing Letter (if required): Date Filed: ___________________ 14. Affidavit of No Florida Estate Tax Due: Date Filed: ___________________ 15. Petition for Discharge Date Filed: ___________________ 16. Report of Distribution Date Filed: ___________________ 17. Final Accounting or Waivers by all interested parties: Date Filed: ___________________ 18. Proof of Service of Final Accounting (unless waived) Date Filed: ___________________ I have reviewed the file and completed the Checklist in this matter. Everything on the Checklist is accounted for and proposed Orders (in Word format) are now proper to be sent to the Judge’s office with a cover letter via e-mail only. Attorney Signature (no e-signatures): _________________________________________________ Printed Name: _________________________________________________ Date: _________________________________________________
Checklist for Closing a Formal Administration Sherwood Bauer, Circuit Judge Page 1 of 2 updated: January, 2026 Estate of: _________________________________________________ Case Number: _________________________________________________ Date case was filed: _________________________________________________ 1. Petition for Administration: Date Filed: ___________________ 2. Original Death Certificate: Date Filed: ___________________ 3. Original Last Will & Codicil(s): Yes No Intestate 4. Order Admitting Last Will & Codicil(s) to Probate: Date Filed: ___________________ N/A 5. Order Appointing Personal Representative: Date Filed: ___________________ 6. Letters of Administration: Date Filed: ___________________ 7. Notice of Administration: Date Filed: ___________________ Proof of Service of Notice of Administration: Date Filed: ___________________ Sole beneficiary: Date Filed: ________________
Reviewer note: Document sha256: beb249b74331a4b0dbba7feb995d8609588496d6bb379148f64806ed654d2d2a. One rule per order rather than per topic, so an order's requirements stay together. Published during the completeness pass. | Title normalised 2026-07-26 for readability; the court's own asset name was "19th Cir. — judge-sherwood-bauer-jr__Closing-a-Formal-Administration-Checklist-SB.pdf: published requirements". Only the display title changed — the requirement text, source URL and hash are untouched. Text layer cleaned 2026-09-08 (Phase 3e): running page headers/footers removed; wording untouched. Verbatim from the order, captured 2026-07-24; whitespace normalised only. No OCR was used anywhere in this chain. [moved from the text 2026-09-14]
6 verbatim requirements on proposed orders in NINA W. DI PIETRO's division.
3 verbatim requirements on proposed orders in JOHN HURLEY's division.