INSTRUCTIONS: NEW YORK ADMISSION c.t.a. (AFTER PROBATE) PROCEEDING CHECKLIST

The document discussed in this article is to be used as a checklist if applying to be the executor of a will in which no executor has been named or if the original executor has died, renounced or otherwise failed to serve prior to application for probate. This checklist is for your use only and is not be filed. The document can be obtained from the website maintained by the New York State Unified Court System.

New York Admission c.t.a. (After Probate) Proceeding Checklist Step 1: The top of the form instructs you to make sure the office of executor or administrator is vacant by obtaining a death certificate, proof of revocation or proof of resignation.

New York Admission c.t.a. (After Probate) Proceeding Checklist Step 2: The next section instructs you to fill out all areas on all pages of the application petition, including marking "not applicable" when necessary. You should also check all forms to make sure the venue is correct and the appropriate county is listed.

New York Admission c.t.a. (After Probate) Proceeding Checklist Step 3: The first three requirements listed on the table at the bottom of the first page are to secure the estate file folder, make sure the captioned name is exactly the same as it appears on the original proceeding. Throughout this part of the form and the remainder, answer all questions by checking "Yes" in the first column or "No" in the second column as applicable.

New York Admission c.t.a. (After Probate) Proceeding Checklist Step 4: Question 1a concerns the eligibility of the petitioner, including checking their citizenship status and whether their interest has been checked and specified.

New York Admission c.t.a. (After Probate) Proceeding Checklist Step 5: Question 1b asks whether the proposed administrator is an attorney and, if so, if a statement has been provided.

New York Admission c.t.a. (After Probate) Proceeding Checklist Step 6: Question 2 requires you check that the date of the admission of will to probate is correct and the name of the original fiduciary is listed along with the date of death or removal.

New York Admission c.t.a. (After Probate) Proceeding Checklist Step 7: Complete the rest of the checklist as directed.