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									                                             Ozaukee County Probate Division
                                                   To Close an                                 Revised: September 15,
                                                                                               2012
      Guideline: PGL-0321                       Informal Probate                                       Page 1 of 2

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.


PROOFS – please file:

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

INVENTORY (File no later than 6 months from the date the Personal Representative was appointed.)

      Form Number                   Name of Form
      PR-1811                       Inventory (with schedule) **Mandatory filing fee required of .2% of
                                    gross assets or a minimum of $20.00.
      PR-1817                       Affidavit of Mailing for Inventory
                                    Indicate when you provided a copy of the Inventory to all other
                                    interested parties.

FINAL ACCOUNT – please file:

      Form Number                   Name of Form
      PR-1814                       Final Account with schedules
      PR-1817                       Affidavit of Mailing for Final Account
                                    Indicate when you provided a copy of the Final Account to all other
                                    interested parties.

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

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)
      WI Department of              Closing Certificate for Fiduciaries (Obtained from WI Dept. of Revenue
      Revenue                       after you file Fiduciary Tax Return)
      PR-1816                       Personal Representative Statement to Close Estate (Due within 18
                                    months of opening the estate)

CLAIMS:       The Personal Representative or Attorney must check to see if any claims have been filed:
      a.) Call the Register in Probate Office (please have case number ready or a search fee will be
          charged) to see if any claims have been filed.
      b.) 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 filed for
      each claim.




      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
                                            To Close an                        Revised: September 15,
                                                                               2012
     Guideline: PGL-0321                 Informal Probate                              Page 2 of 2


OTHER OPTIONAL FORMS, if necessary:


     Form Number           Name of Form
     PR-1812               Statement of Termination and Confirmation of Interest(s) in Property
     PR-1818               Transfer of Interest in Property
                           Petition for Extension of Time to file Inventory
                           Order Extending time to File Inventory
                           Petition for Extension of Time to Close Estate
                           Order Extending time to Close Estate

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

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




     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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