Contested Probate Interview Form
KENNETH VERCAMMEN & ASSOCIATES, PC
ATTORNEY AT LAW
2053 Woodbridge Avenue
Edison, NJ 08817
Contested Probate / Questions on removing executor in Estate Administration
Please fill out completely and fax or mail back. This form is extremely important. Your accuracy and completeness in responding will help me best represent you. All sections and information must be filled out prior to sitting down with the attorney. Consult fee $200.
YOUR NAME _____________________________________________
CITY ______________________ STATE ____ ZIP _____________
PHONE-DAY(____)_______________ NIGHT (____)______________
Decedent’s Name _______________________________________
Date of Death (mm/dd/yy) ___ ___ /___ ___ /___ ___ ___ ___
Referred By: __________________________________________
If referred by a person, is this a client or attorney? If you heard about the law office on the internet, which search engine? What search terms did you use?
Your relation to the person who passed away: __________________
Date of Will? (mm/dd/yy) ___ ___ /___ ___ /___ ___ ___ ___
(If no will, write no will)
Location of original Will __________________________________
TODAY'S DATE ____/_____/__________
contested Probate Q interview rev 3/14/15
*All Pages and Information must be filled out prior to seeing the Attorney. This information is required by the Surrogate's Office and the Inheritance Tax Bureau.
Indicate if Surrogate Probate letters were issued and County where issued:
ADVERSARY PARTIES IF ANY: ___________________________________
ADDRESS OF THE OTHER PARTY: __________________________________
DESCRIPTION OF MATTER:
Are you challenging the Will on the grounds of incapacity or undue influence? If yes, provide details on incapacity or undue influence.
What are your goals? What do you want to happen?
Do you currently have an attorney or have you discussed your matter with another attorney? ____________________________________________________
Use back of sheet or additional pages for more details or more questions.
*The following questions were required by the Surrogate's Office and the Inheritance Tax Bureau to be answered. Please answer all these questions to the best of your knowledge so we can best help you. If none, write none.
SCHEDULE “A” REAL PROPERTY If none, write none
1. Street and Number _____________________________________
Lot: ___ Block: ____ County: ____________________
Title/Owner of Record: _______________
Tax Assessor Assessed Value: $____________________
Full Market Value of Property: $____________________
Mortgage Balance: $______________________
Any other Real Estate: $______________________
SCHEDULE “B (1)” BANK ACCOUNTS, STOCK, CD, OTHER ASSETS
All Other Personal Property Owned Individually or Jointly; Market Value, Indicate the Manner of Registration at Date of Death.
If none, write none for each line
Bank Account - Name of Bank, Acct. # _____________ $_________
Stock - Name of Stock Co., Acct. # ________________ $_________
Cars _______________________________________ $_________
Other assets over $10,000 ______________________ $_________
BENEFICIARIES AND ADDRESSES
(State full names and addresses of all who have an interest, vested, contingent or otherwise, in estate)
HEIRS AT LAW/
NEXT OF KIN: RELATIONSHIP: ADDRESS: APPROX. AGE: % INTEREST:
What questions do you have? Write down below. How can we help you?
Is there anything else important?
New clients: When you come into the office would you like:
T-Shirt __, Pen ___, Foam can holder ___, USA key chain ___, Calendar ___
All new clients are entitled to receive our Free Email Newsletter featuring updates in Probate, Traffic Law, and Personal Injury/ Insurance. Thank you.
1. Attach a photocopy (not original) of the decedent’s Will, Death Certificate, codicils, trusts. This is required by the Surrogate's Office (Tax Bureau). In the future you may also need photocopies of the Deed and Tax Bill.