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31 verbatim requirements from administrative order 2021-09-05 - Amended Order Governing Mandatory Use of Certification Checklists in Estate Administrations.
9th Judicial Circuit. Procedural information only; not legal advice.
Verbatim from https://ninthcircuit.org/sites/default/files/AO2021-09-05.pdf, harvested 2026-07-25; whitespace normalised only. • When submitting proposed orders in estate administrations, all litigants must utilize the appropriate Certification Checklists which shall be submitted as a supporting document to the related submission and are attached hereto as: “Exhibit A” – Checklist for Opening Formal Administration “Exhibit B” – Checklist for Closing Formal Administration “Exhibit C” – Checklist for Summary Administration “Exhibit D” – Checklist for Determining Homestead Status of Real Property in Formal and Summary Administration “Exhibit E” – Notice Regarding Original Will “Exhibit F” – Affidavit of Heirs • Litigants shall make all necessary elections, and fill-in all required sections of the applicable • All litigants must also file the Notice Regarding Original Will pursuant to Administrative • If you do not provide correct dates in the Date Filed column for each item where a “YES” answer is provided, the checklist will be incomplete and the court will deny the petition on that basis. • Caveat # ____________________________ 731.110 [If an heir-notify attorney, must serve formal notice before further action may be taken 5.260(f); • Affidavit of Heirs only if intestate – must be in the form required by • Verified Diligent Search and Statement Regarding Creditors filed within 4 months of 1st publication date as required by 5.241(d)? Claims barred: • Verified Inventory Filed Within 60 Days from the Issuance of Letters of Administration as Required by 5.340 and 733.604 • Caveat # ____________________________ 731.110 [If caveat has been filed, notify attorney, must serve formal notice on the • If provision for payment of debt has been made other than for full payment in proposed order of distribution, the following shall be shown: • Caveat # _____________________________ 731.110 [If caveat has been filed, notify attorney, must serve formal notice on the • Affidavit of Heirs filed only if intestate – must be in the form required by • Shall describe real property (includes complete legal description); • Shall determine whether real property constituted homestead of decedent; • For purposes of this affidavit, you must do the following: You must list ALL RELATIVES of the decedent, including yourself, if applicable. You must include even the names of relatives who were deceased at the time of the decedent’s death, indicating that they are deceased and specifying the date of death. If the decedent never had a relative within a particular category (i.e. decedent was the only child, and therefore had no siblings), you must indicate “None” in that category. If the decedent’s relatives in a particular category are unknown, you must specify “Unknown”. When applicable, please indicate if the relationship is that of a half-relative (i.e. half-brother or half-sister). • If the spouse is deceased, you must provide the name and date of death.] ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ 3b. • Decedent’s former spouse(s) (due to death or divorce). [You must provide the name, age, and address. • Children of the decedent or descendants of deceased children. [You must provide the name(s), age(s), and current address(es). • If any of the children are deceased, you must provide the name and date of death of each. • In addition, you must state if the decedent has any grandchildren from the predeceased children and specify their name, age, and address. • If any of the children are not biologically related to both the decedent and decedent’s spouse at the time of decedent’s death, you must provide the name of that particular child’s other biological parent. • If the surviving spouse has children who are not the children of the decedent, you must provide their names and current addresses.] __________________________________________________________________ __________________________________________________________________ __________________________________________________________________ __________________________________________________________________ __________________________________________________________________ __________________________________________________________________ __________________________________________________________________ -- 22 of 24 -- “Exhibit F” • Parents of the decedent. [If the parents are living, you must provide the name, age, and current address of each. • If the parents are deceased, you must provide the name and date of death.] ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ • Brothers and sisters of the decedent, or descendants of deceased brothers or sisters. [You must specify if the relationship is that of a half-relative, i.e., half-brother or half-sister. • You must provide the name, age, and current address of the decedent’s brothers or sisters or half-siblings. • If any of the brothers or sisters or half-siblings are deceased, you must provide the name and date of death. • In addition, you must list the children of any deceased brothers or sisters or half- siblings as well as the children’s current addresses.] __________________________________________________________________ __________________________________________________________________ __________________________________________________________________ __________________________________________________________________ __________________________________________________________________ __________________________________________________________________ __________________________________________________________________ • Grandparents of the decedent. [If living, you must provide the name, age, and current address. • If the grandparents are deceased, you must provide the name and date of death.] __________________________________________________________________ __________________________________________________________________ __________________________________________________________________ __________________________________________________________________ -- 23 of 24 -- “Exhibit F” • If there are any other relatives who have survived the decedent and are not listed in the answers above, you must provide their name, relationship to the decedent, age, and current address.
When submitting proposed orders in estate administrations, all litigants must utilize the appropriate Certification Checklists which shall be submitted as a supporting document to the related submission and are attached hereto as: “Exhibit A” – Checklist for Opening Formal Administration “Exhibit B” – Checklist for Closing Formal Administration “Exhibit C” – Checklist for Summary Administration “Exhibit D” – Checklist for Determining Homestead Status of Real Property in Formal and Summary Administration “Exhibit E” – Notice Regarding Original Will “Exhibit F” – Affidavit of Heirs
Reviewer note: Order PDF sha256: c1d497a090d46382b59165fb351575ce830f593d2e8b4db3f1446b694265117c. Extracted from the order's own text layer.
Judge Bell caps motions and responses at 5 pages for UMC hearings and 12 pages for special-set hearings.
Judge Alijewicz requires every motion for attorney's fees and/or costs to attach a document detailing time records — no records, no fee award.
Judge Corlew bars informal contact: every communication with the Court must be in writing, filed with the Clerk, with copies furnished to all parties — and no calls to the JA to schedule or cancel UMC.