Contested Probate Interview Form NJ

Contested Probate Interview Form

KENNETH VERCAMMEN & ASSOCIATES, PC ATTORNEY AT LAW  2053 Woodbridge Avenue Edison, NJ 08817 (Phone) 732-572-0500 (Fax)  732-572-0030 website: www.njlaws.com 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. PLEASE PRINT YOUR NAME _____________________________________________ ADDRESS _______________________________________________ CITY ______________________ STATE ____    ZIP _____________ CELL (____)_____________________________________________ PHONE-DAY(____)_______________ NIGHT (____)______________ Email   _______________________________________________ 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 _____________________________________ Town: ____________________ 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.