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What is probate?
Probate is the legal process of settling an estate after a person has died. A petition must be filed with the court and a personal representative must be appointed. The personal representative is responsible for the following:
- Collection, inventory, and appraisal of assets of the person who has died.
- Protection of the estate's assets.
- Payment of decedent's debts.
- Distribution of the remaining assets to the proper parties as provided by law.
When is Probate unnecessary?
There is generally no need for probate if a person dies and:
- the person owns no real property in his/her name alone.
- the person owns personal property in his/her name alone that is valued less than $50,000.
| Form: |
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| Affidavit of Collection of Personal Property |
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PDF |
When is probate necessary?
- If a person dies and owns real estate (regardless of value) either in his/her name alone or as a "tenant in common" with someone else, a probate proceeding is required.
- When a person dies and has no real property, but has personal property in his/her name alone totaling $50,000 or more, a probate proceeding must be filed.
- When a person passes away and has a combination of real property and any amount of personal property in his/her name alone, a probate must be filed.
If a person dies leaving a Will, is there a need for probate?
If someone dies leaving a Will (testate), it does not automatically mean that there is no need for probate. The determining factor is how the assets were held as of the date of death. See the answer above describing situations where probate is necessary.
WHEN A PROBATE IS NEEDED, IT IS RECOMMENDED THAT THE PARTIES SEEK THE ADVICE OF AN ATTORNEY
Informal Probate
Informal Probate is processed through the Probate Registrar instead of a District Court Judge. Minnesota Statute 524.3-305 gives the Probate Registrar the authority to reject any application for informal probate for any reason. If a Will is involved that has a survivorship clause in it, you cannot apply for an informal probate until after the time stated in the survivorship clause has lapsed. If the Probate Registrar rejects your informal probate petition, you may need to file a formal probate petition that will be heard by a judge.
Informal probate is an unsupervised probate process that is absent of complexity and problems that need court involvement, protection, supervision, or adjudication. It may be used when there is a need to begin the probate process in a short amount of time (i.e. stock fluctuations involved).
An informal application will not be accepted if any of the following conditions apply:
- The estate is insolvent.
- There are unknown heirs.
- The original Will cannot be found.
- There is disagreement among the heirs or devisees.
- If there is any reason for a judge to sign an order or decree.
In informal proceedings, the Personal Representative is appointed by Probate Registrar to administer the estate.
After the informal probate has been fully administered, the personal representative should file an "Unsupervised Personal Representative's Statement to Close Estate" with the Probate Court. No other forms need to be filed with the Probate Court during administration.
| Informal Probate Forms: |
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| Informal Probate (with a Will) |
Word |
PDF |
| Informal Probate (with no Will) |
Word |
PDF |
| Inventory & Account Forms |
Word |
PDF |
Formal Probate
Formal Probate matters come before a District Court Judge either as supervised or unsupervised administrations. Formal probate is a better way to proceed if there are problems with the estate and a judge is needed to make determinations. A formal probate should be filed if:
- There are problems to resolve among the parties.
- If there are ambiguous or impossible provisions in a Will that need clarification.
- If interests of vulnerable parties (i.e. minors or creditors) need protection.
- The validity of the Will must be determined.
- If the estate requires supervision of complex administration procedures.
- If proceeds of estate must be distributed differently from the terms of the Will.
| Formal Probate Forms: |
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| Formal Probate (with a Will) |
Word |
PDF |
| Formal Probate (with no Will) |
Word |
PDF |
| Inventory and Account Forms |
Word |
PDF |
What is a creditor?
A creditor is a party asserting a claim against an estate.
| Creditor Forms: |
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| Demand for Notice |
Word |
PDF |
| Statement of Claim |
Word |
PDF |
What is a devisee?
A devisee is a person designated by will to receive real and/or personal property of an estate.
Who are considered heirs of an estate?
Blood relatives (including a surviving spouse) who are entitled to property of a deceased person who did not have a Will.
Who are considered "interested persons" of an estate?
Heirs, devisees, creditors, beneficiaries and any others having a property right in or a claim to a decedent's estate.
What Minnesota Statutes apply to a probate court?
Chapters 524 and 525, Uniform Probate Code and Probate Proceedings are the primary statutes that govern probate law. The Minnesota Rules of Civil Procedure also apply.
What is a Personal Representative?
A personal representative (sometimes referred to as executor or administrator) is the party in charge of handling the estate of the decedent. Personal representatives are appointed by a District Court Judge in formal proceedings or a Probate Registrar in informal proceeding. Responsibilities of the personal representative include:
- Collection, inventory, and appraisal of assets.
- Protection and preservation of assets.
- Payment of taxes and debts of the decedent and their estate.
Links: Tax Fact Sheet and Minnesota Department of Revenue
- Distribution of remaining assets to the proper parties as specified by law.
- Closing the estate.
The personal representative is personally responsible for probating the estate completely and correctly, according to statute, and to bring it to a prompt conclusion. Most estates are expected to be completed within an 18 month period. If additional time is needed, the personal representative must petition the court for an extension.
The forms I have all say the decedent must have died less than three years ago. What if the person died more than three years ago?
If the person died more than three years ago, you must follow the procedure for Determination of Descent found in Chapter 525 of the Minnesota Statutes.
| Form: |
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| Determination of Descent |
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PDF |
Additional Probate Resources
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