Ozaukee County Probate Division by H125Ocy

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									                                             Ozaukee County Probate Division

      Guideline: PGL-0331
                                                   To Close a                                  Revised: August 31, 2012
                                                                                               Page 1 of 2
                                                 Formal Probate
Please note: This guideline is provided as a public service and is not intended to be legal advice. If you have any questions about
the form or procedure, please contact an attorney. As probate staff members cannot give legal advice.


FORMS:
     Forms are available from the Office of the Register in Probate or Individual forms may be
     downloaded from         http://www.wicourts.gov/global/court_forms_summary.html


CLAIMS:              The Attorney or the Personal Representative must check to see if claims have been
                     filed:
                      Call the register in Probate (please have the case number ready or a search fee will
                     be charged) to see if there are any claims on file
     OR
                             Check the Internet at: http://wcca.wicourts.gov/index.xsl

NOTE:                All Claims must be satisfied before an estate can be closed and an Estate Receipt for
                     each claim.

PROOFS – please file:

      Form Number                   Name of Form
      From Newspaper                Proof of Publication (showing when the Notice to Creditors was printed
                                    in the paper)


FINAL ACCOUNT – please file:

      Form Number                   Name of Form
      PR-1909                       Judgment on Claims
      PR-1814                       Final Account with schedules
      PR-1910                       Petition for Approval of Final Account and Final Judgment of Estate
      PR-1911                       Order and Notice for Hearing Final Account and Final Judgment
                                    (Formal Administration)
      WI Department of              Closing Certificate for Fiduciaries (Obtained from WI Dept. of Revenue
      Revenue                       after you file Fiduciary Tax Return)
      PR-1817                       Affidavit of Mailing for Final Account
                                    Indicate when you provided a copy of the Final Account to all other
                                    interested parties.
      PR-1912                       Final Judgment

NOTE: If you list “Added Property” on Schedule “A” of the Final Account, please include an additional
filing fee when filing this document.

HEARING TO CLOSE ESTATE:
          Formal Probate cases are heard on stacked dates, usually on Mondays at 8:45 am.
          To schedule a case please call the Register in Probate at 262-283-8370 for a date.
          Appearances are on first come first serve basis.


      Phone:                                 Ozaukee County Justice Center                                          Room 201
      262-284-8370                                                                                               Office Hours:
      262-238-8370
                                                    P.O. Box 994                                             Monday – Friday
      Fax:                                       1201 S. Spring Street                                      8:30 am – 5:00 pm
      262-284-8491                            Port Washington, WI 53074
      262-238-8491
                                     Ozaukee County Probate Division

     Guideline: PGL-0331
                                          To Close a                          Revised: August 31, 2012
                                                                              Page 2 of 2
                                        Formal Probate


ADDITIONAL REQUIRED FORMS to file:

     Form Number              Name of Form
     PR-1815                  Estate Receipts:
                                  a) From creditors when a claim is paid
                                  b) From heirs for each distribution (partial or full)
     PR-1913                  Abridgment of Final Judgment
     PR-1914                  Proof of Recording
     PR-1915                  Order of Discharge of Personal Representative (Formal Administration)
     PR-1929                  Petition and Certificate of Joint Tenancy Termination/Life Estate
                              Termination/Survivorship Marital Property Vesting



CERTIFIED COPIES:
      If certified copies are required, the cost is $3.00 for certification and $1.00 for each page copied
      or compared.




     Phone:                          Ozaukee County Justice Center                               Room 201
     262-284-8370                                                                             Office Hours:
     262-238-8370
                                            P.O. Box 994                                  Monday – Friday
     Fax:                                1201 S. Spring Street                           8:30 am – 5:00 pm
     262-284-8491                     Port Washington, WI 53074
     262-238-8491

								
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