Probate Proceedings

Probate Proceedings: Underwriting Guidelines

Seek your local Agents National Title counselís opinion on probate laws. However, generally, the following should be reviewed for conformity by the examiner: 

 

Testate Estate: 

 

1.         Will  

2.         Order admitting the will to probate  

3.         Letters of Testamentary 

4.         Proof of publication of notice to creditors 

5.         Federal and state tax clearances or non-taxable certificate from the Internal Revenue Service and the Commissioner of Revenue of the State  11. Order of Distribution, if any 

6.         Final Order. Intestate Estate

7.         Petition for Letters of Administration and the Letters 

8.         Letters of Administration or letters appointing personal representative 

9.         Final Decree of Heirship 

10.      Proof of publication of the notice to creditors  

11.      Federal and state tax clearances or non-taxable certificate from the Internal Revenue Service and the Commissioner of Revenue of the State 

12.      Order of Distribution, if any 

13.      Final Order 

 

If you are insuring a sale transaction which requires that a personal representative convey the subject property, you must obtain the necessary documentation appointing the individual as personal representative and verify that the individual has the authority to sign the deed. In addition, the authority should be filed of record. 

 

See also:

 

Heirs at Law

Inheritance