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​Index of SCAO-Approved Forms for Use in Estates and Trusts

 

 

This set of forms is for use in probate proceedings. The forms must be filed in the probate court. See also indexes for general, general civil, and general probate forms for other forms which are used in probate estate and trust proceedings as appropriate.

Title
  
Name
  
Date
  
Citation
Previous Versions
Acceptance of Appointment
  
9/10
MCL 700.3601, MCL 700.3602, MCL 700.5214, MCL 700.5301, MCL 700.5307, MCL 700. 5412, MCL 700.7202, MCR 5.501
(9/06) previous approved form which can be used until stock is depleted
Account of Fiduciary, Long Form
  
9/11
MCL 330.1631, MCL 700.3703(4), MCL 700.5418, MCR 5.308(A), MCR 5.310(C), MCR 5.313, MCR 5.409

*(9/10), (9/09) previous approved forms which can be used until stock is depleted


Account of Fiduciary, Short Form
  
9/11
MCL 330.1631, MCL 700.3703(4), MCL 700.5418, MCR 5.308, MCR 5.310(C), MCR 5.313, MCR 5.409

(9/10), (9/09) previous approved forms which can be used until stock is depleted


Affidavit of Decedent’s Successor for Delivery of Certain Assets Owned by Decedent
  
9/11
MCL 700.3983
(9/05) previous approved form which can be used until stock is depleted
Appearance of Parent of Minor
  
9/04
MCR 5.105(D)(4)
Application for Appointment of Successor Personal Representative (Estate Not Closed)
  
9/12
MCL 700.3301(1)(f), MCL 700.3609, MCL 700.3610,
MCL 700.3611, MCL 700.3614(a)
(9/11), (9/10) previous approved forms which can be used until stock is depleted
Application for Informal Probate and/or Appointment of Personal Representative (Testate/Intestate)
  
9/14
MCL 700.1309, MCL 700.3301,MCL 700.3311, MCL 700.3614, MCR 5.302, MCR 5.309
(9/12) previous approved form which can be used until stock is depleted
Application/Petition to Reopen Estate
  
9/09
MCL 700.1309, MCL 700.3959,
MCR 5.144, MCR 5.312
Authorization to Release Will Held for Safekeeping
  
9/07
MCL 700.2515
Bond of Fiduciary
  
9/05
MCL 700.3601, MCL 700.3604, MCL 700.5106(3), MCL 700.5410, MCL 700.5411

Certificate of Completion
  
9/02
MCL 700.3954, MCL 700.3958,
MCL 700.3988, MCR 5.311
Declaration of Intent to Give Notice by Publication
  
9/05
MCR 5.105(A)(3)
Demand for Notice
  
9/07
MCL 700.3205, MCR 5.125(A)(7), MCR 5.126
Inventory (Decedent Estate)
  
9/16
MCL 700.3706, MCL 700.3707, MCR 5.307, MCR 5.310,
MCR 5.409(B)
(9/13) version can be used until 6/30/2017

Letters of Authority for Personal Representative
  
2/13
MCL 700.3103, MCL 700.3307, MCL 700.3414, MCL 700.3504, MCL 700.3601, MCR 5.202, MCR 5.206, MCR 5.307, MCR 5.310
(10/07) previous approved form which cannot be used
Memorandum of Administrative Closing
  
9/03
MCL 700.3951(3), MCR 5.144, MCR 5.203(D)
Memorandum of Conference to Correct Deficiency
  
9/02
MCR 5.203
Notice of Ancillary Administration Filing
  
9/10
MCL 700.4203, MCR 5.113(D)
(9/06) previous approved form which can be used until stock is depleted
Notice of Appeal and Application (Drain Code - Apportionment Appeal)
  
2/13
MCL 280.155, MCR 5.114(B)
New Form
Notice of Appointment and Duties of Personal Representative
  
9/06
MCL 700.3705, MCR 5.304
Notice of Continued Administration
  
9/06
MCL 700.3951
Notice of Deficiency
  
9/08
MCR 5.203
Notice of Disallowance of Claim
  
9/10
MCL 700.3806, MCL 700.5429, MCL 700.7611
(9/07) previous approved form which can be used until stock is depleted
Notice of Hearing
  
12/17
MCL 700.1401, MCL 710.21 et seq., MCR 3.802(A)(3), MCR 5.102, MCR 5.109(2)
(9/11) previous approved form cannot be used after 6/30/2018

Notice of Informal Probate (No Personal Representative Appointed)
  
9/04
MCL 700.3306, MCR 5.309 
Notice of Intent to Close Estate Administration and Terminate Personal Representative’s Authority
  
9/02
MCL 700.3951, MCR 5.203(D)
Notice of Intent to Request Informal Appointment of Personal Representative
  
9/06
MCL 700.3310, MCR 5.309(C)
Notice Regarding Attorney Fees
  
9/03
MCL 700.3415, MCL 700.3502, MCL 700.3721, MCR 5.313
Notice to Creditors, Decedent’s Estate
  
9/12
MCL 700.3801, MCR 5.106(A),
MCR 5.208(A)
(9/11) previous approved form which can be used until depleted with hand correction
Notice to Drain Commissioner (Drain Code - Apportionment Appeal)
  
2/13
MCL 280.156
New Form
Notice to Known Creditors
  
9/10
MCL 700.3801, MCL 700.3803,
MCL 700.3804, MCR 5.208(B)
(9/09) previous approved form which can be used until stock is depleted
Notice to Spouse of Rights of Election and Allowances, Proof of Service, and Election
  
6/17
MCL 558.1, MCL 558.2, MCL 700.2202, MCL 700.3705, MCR 5.305
Order (general)
  
3/00
MCR 5.162
Order Allowing Account(s)
  
9/11
MCL 330.1631, MCL 700.5418, MCR 5.310(C)(2)(c), MCR 5.313, MCR 5.409(C)

*(9/07) previous approved form which can be used until stock is depleted


Order Appointing Board of Review (Drain Code - Apportionment Appeal)
  
2/13
MCL 280.156
New Form
Order Appointing Special Fiduciary and/or Suspending Powers of Fiduciary
  
9/02
MCL 700.1309, MCR 5.203(D), MCR 5.204
Order Determining Heirs, Separate Proceedings
  
9/07
MCL 700.3106, MCR 5.308(B)(2)
Order Establishing Death of Accident or Disaster Victim
  
9/05
MCL 700.1207, MCL 700.1208
Order for Complete Estate Settlement
  
9/13
MCL 700.3952, MCR 5.311(B)
(9/10) previous approved form which can be used until stock is depleted
Order of Discharge
  
9/03
MCL 330.1626, MCL 700.3612,MCL 700.5431, MCL 700.5426(4), MCL 700.5310, MCR 5.311(B)(3)
Order of Formal Proceedings
  
9/05
MCL 700.3204, MCL 700.3409,
MCL 700.3410, MCL 700.3414, MCL 700.3502, MCL 700.3601
Order Regarding Appointment of Personal Representative
  
9/11
MCL 700.1309, MCL 700.3609,MCL 700.3610, MCL 700.3611, MCL 700.3614, MCL 700.3617, MCL 700.3959, MCR 5.204, MCR 5.144(B), MCR 5.312
(9/07) previous approved form which can be used until stock is depleted
Order Regarding Sale of Real Estate (Decedent Estate)
  
9/13
MCL 700.3415, MCL 700.3505, MCL 700.3704
New Form
Personal Representative Notice to Friend of the Court
  
6/17
MCL 700.3705(6)
(9/11) version can be used until stock is depleted
Petition and Order
  
9/11
MCR 5.113
(9/05) previous approved form which can be used until stock is depleted

Petition and Order for Assignment
  
12/17
MCL 700.1210, MCL 700.1302,
MCL 700.3982
(9/13) previous approved form can be used until stock is depleted

Petition and Order for Reinstatement (Case Not Closed)
  
9/16
MCR 5.203(D)
(9/09) version can be used until 6/30/2017
Petition and Order to Change Venue
  
9/05
MCL 600.856, MCR 5.128
Petition and Order to Open Safe-Deposit Box to Locate Will or Burial Deed
  
9/11
MCL 700.2517
Petition for Approval of Sale of Real Estate (Decedent Estate)
  
9/16
MCL 700.3415, MCL 700.3505, MCL 700.3704, MCR 5.207
(9/13)  version can be used until stock is depleted
Petition for Complete Estate Settlement
  
12/17
MCL 700.3402, MCL 700.3952, MCR 5.311(B)
(9/05) version approved form cannot be used after 6/30/2018
Petition for Probate and/or Appointment of Personal Representative (Testate/Intestate)
  
9/12
MCL 700.1309, MCL 700.3402, MCL 700.3502, MCR 5.302(A), MCR 5.308, MCR 5.310(B)
(9/10), (9/09) previous approved forms which can be used until stock is depleted
Petition for Removal of Personal Representative and Appointment of Successor (Estate Not Closed)
  
9/07
MCL 700. 1309, MCL 700.3609, MCL 700.3610, MCL 700.3611, MCL 700.3614(a), MCR 5.204
Petition for Supervised Administration after Previous Adjudication
  
9/07
MCL 700.3502, MCR 5.310
Petition to Allow Account(s)
  
9/07
MCL 330.1631, MCL 700.5418, MCR 5.310(C)(2)(c), MCR 5.313, MCR 5.409(C)

Petition to Determine Heirs, Separate Proceedings
  
9/14
MCL 700.1302(a)(v), MCL 700.3106, MCR 5.308(B)(2)
(9/07) previous approved form which can be used until stock is depleted
Petition to Establish Death of Accident or Disaster Victim
  
9/05
MCL 700.1207(e),(f), MCL 700.1208
Probate Court Reports
  
Proof of Service
  
9/10
MCL 700.1306, MCL 700.1401, MCR 5.104(A), MCR 5.105, MCR 5.107

(9/09) previous approved form which can be used until stock is depleted
Publication of Notice
  
9/10
MCL 700.1401(1), MCL 700.3310, MCR 5.105(A)(3), MCR 5.106, MCR 5.309(C), (D)
(9/07) previous approved form which can be used until stock is depleted
Publication of Notice of Hearing
  
9/12
MCL 700.1401(1), MCL 700.3403, MCL 700.5405, MCR 5.105(A)(3), MCR 5.106, MCR 5.308(B)(2)(b)
(9/10) previous approved form which can be used until depleted with hand correction

Receipt of Distributive Share, Personal Property
  
9/07
MCL 700.3910
Receipt of Property from Conservator
  
12/17
MCL 700.3715(b), MCL 700.5426(4)
(9/12) previous approved form cannot be used after 6/30/2018
Register’s Statement
  
9/05
MCL 700.3302, MCL 700.3303, MCL 700.3304, MCL 700.3305, MCL 700.3308, MCL 700.3601, MCR 5.309, MCR 5.312
Registration of Trust
  
9/09
MCL 700.7209, MCL 700.7210
Renunciation of Right to Appointment, Nomination of Personal Representative and Waiver of Notice
  
9/04
MCL 700.3203(3), MCL 700.3310
Safe-Deposit Box Certificate and Receipt
  
9/11
MCL 700.2517
Schedule of Distributions and Payment of Claims
  
9/07
MCL 700.3952, MCL 700.3953
Selection of Homestead Allowance and Exempt Property
  
9/08
MCL 700.2401- MCL 700.2405
Statement and Proof of Claim
  
12/17
MCL 700.3804, MCL 700.5429, MCL 700.7609, MCR 5.208(E), MCR 5.307(D)
(9/10) previous approved form cannot be used after 6/30/2018
Supplemental Testimony to Identify Nonheir Devisees, Testate Estate
  
9/09
MCL 700.2702, MCL 700.2707-700.2710
Sworn Closing Statement, Summary Proceeding,  Small Estates
  
9/07
MCL 700.3205, MCL 700.3988, MCR 5.311(A)
Sworn Statement to Close Unsupervised Administration
  
9/11
MCL 700.3954, MCL 700.3958, MCR 5.311(A), (C)
(9/09) previous approved form which can be used until stock is depleted
Testimony to Identify Heirs
  
12/17
MCL 700.2103, MCL 700.2104, MCR 5.104(C), MCR 5.302(B), MCR 5.308(B)(2)(a)
(9/16) version approved form can be used until stock is depleted
Waiver/Consent
  
9/07
MCL 700.1402, MCR 5.104(B)