Intestate Estate: EXAMINATION OF PROPOSED PERSONAL REPRERSENTATIVE(s)
– See Form 133 for Testate Estate –
General Truthfulness and thoroughness of the petition. E.g.:
qName and residence qRelationship to Decedent qDecedent’s identity and residence qDate Decedent died
qIdentity of Decedent’s heirs qDid Decedent have any other children (half-siblings)
qEfforts to locate a will qPersonalty qReal Estate
qWhether the fair market value of the estate for Tennessee Inheritance tax purposes includes accounts Decedent had with others with joint right of survivorship.
Specific
qIf you should find any paper, document, instrument or codicil which may be a Will, will you, as required by law, immediately produce it for probate?
qDo you have any claims against this estate for any money Decedent may have owed you prior to death?
qHave you ever been legally adjudged incompetent? ? q Have you ever been convicted of a crime?
qAre you bondable?
qAre you aware of any person opposed to your serving as personal representative for this estate?
qAre you aware of any reason why you should not serve as the personal representative?
qHave you ever served as a personal representative before?
qAre you willing and able to assume this position of trust and to carry out the duties as personal representative in this estate and to faithfully discharge your responsibilities as provided by law and the orders of this Court?
qWill you accumulate, protect, and properly distribute the assets of this estate according to law?
qWill you keep complete and accurate records and receipts regarding the assets and distribution?
qWill you, within the time allowed, file all documents required by the law or by this Court?
qWill you assist with or fill out the necessary forms for inheritance taxes and file with the Clerk & Master the certificate showing the tax has been paid or that there is no tax due?
qIf you are going to seek a fee for your services, will you keep complete and accurate records and receipts regarding your time and expenses?
Form 134, Rev. 2005.01.31