Probate Inheritance Estate Interview NJ

Probate Inheritance Estate Interview

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  Probate/ Inheritance/ 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. 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 __________________________________ Executor/ Administrator if not person filing out this form: ___________ TODAY'S DATE ____/_____/__________                     Probate Q-Inherit  Quest       rev 1/15/15 *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 which county issued: ________________________________________________ County of Residence     ________________________________ Decedent’s S.S. No.     ___ ___ ___ /___ ___ /___ ___ ___ ___        *The following questions are 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: $______________________ [if none write none] Any other Real Estate: $______________________ 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 SCHEDULE B (1) - BANK ACCOUNTS/BROKERAGE ACCOUNTS RESIDENT DECEDENT Bank Account – Name of Bank, Acct. # _____________                            $_________ ___________________________________________   $_________ ___________________________________________    $_________ Stock - Name of Stock Co., Acct. # ________________  $_________ ___________________________________________   $_________ Cars _______________________________________   $_________ Other assets over $10,000 ______________________  $_________ MUNICIPAL & CORPORATE BONDS [ if none write none ______ ___________________________________________  $_________ ___________________________________________  $_________ ___________________________________________  $_________ ___________________________________________  $_________ ___________________________________________  $_________ SCHEDULE B  Closely held Businesses? Yes  _____  No ______ SCHEDULE C  Gifts/Transfers of more than  $13,000 within 3 years prior to death? Yes  _____  No ______ SCHEDULE “D” EXPENSES Estimated Expenses for Funeral  $ ____________________ Paid Estate Administration Expenses   $ ____________________ Other Administration Expenses   (list individually), attach receipts. Major debts of estate, inc credit card  Expense _________________ $ ____________________  Expense _________________ $ ____________________  Expense _________________ $ ____________________  Expense _________________ $ ____________________  Expense _________________ $ ____________________          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:                                      ______________________________________________________ ______________________________________________________ ______________________________________________________ ______________________________________________________ ______________________________________________________        In case of Intestacy [no Will], the parentage of all collateral heirs (such as nieces, nephews, cousins, etc.) must be set forth. The relationship of stepparent, stepchild, stepbrother or stepsister must be so stated. Any specific bequests/gifts in Will? _________________________ ______________________________________________________ (NOTE: LIST CHILDREN OF DECEASED NEXT OF KIN - /ALSO GIVE AGE OF ANY MINORS) State full names of all beneficiaries who died before or after decedent's death: ______________________________________________________ ________________________________________________ SUMMARY 1. Real Property - Schedule A                            $_______________ 2. All Other Assets    - Schedule B(1)                $_______________   Gross Estate . . Total Lines 1 thru 4     $_______________   Deductions/Expenses . . . - Schedule D   $_______________ Is the decedent’s taxable estate plus adjusted taxable gifts exceed $675,000?       Yes __ No ___ If yes, by how much $ _______ Have or will you file a NJ Estate Tax Return for estates over $675,000.?      __________________ Any gifts within the past 5 years over $10,000 _______________ Are there any errors or corrections needed on the Death Certificate?                                                                         Yes __ No ___ Has or will any disclaimer been filed by a beneficiary of the Will?  If so, attach copy  Yes _ No _ 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 __, Pens ___, Foam can holder ___,  USA key chain ___, Calendar ___          Please pick in reception area. All new clients will also 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  Will,  2.  Death Certificate,  3.  codicils, trusts. This is required by the Surrogate's Office (Tax Bureau). In the future will also need photocopies of the Deed and Tax Bill to submit to the Inheritance Tax Bureau