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Probate Application Form for Appointment of Personal Representative in South Carolina, Study notes of Civil procedure

A probate application form (FORM #300ES) used in the Probate Court of Richland County, South Carolina, for the appointment of a Personal Representative of a deceased person's estate. The form includes sections for the applicant/petitioner's information, decedent's information, beneficiaries and heirs, and a verification. The form also includes instructions for formal and informal probate and appointment processes.

What you will learn

  • What information is required for the applicant/petitioner in this form?
  • What information is required for the decedent in this form?
  • What is the purpose of this probate application form in South Carolina?

Typology: Study notes

2021/2022

Uploaded on 09/27/2022

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FORM #300ES (09/2020) Page 1 of 6
62-2-504, 62-3-102, 62-3-203, 62-3-301, 62-3-302, 62-3-303, 62-3-308, 62-3-311, 62-3-401, 62-3-402,
62-3-404, 62-3-409, 62-3-414, 62-3-601, 62-3-602, 62-3,704, 62-3-804, 44-22-100, 44-23-1120
STATE OF SOUTH CAROLINA
)
IN THE PROBATE COURT
)
COUNTY OF RICHLAND
)
)
IN THE MATTER OF:
)
)
CASE NUMBER:
(Decedent)
)
*COMPLETE THIS SECTION ONLY IF FILING PETITION
FOR FORMAL TESTACY AND/OR FORMAL APPOINTMENT
* ,
Petitioner(s)
vs.
* ,
Respondent(s)
APPLICATION FOR INFORMAL
(check any that apply)
*PETITION FOR FORMAL
PROBATE OF WILL TESTACY
APPOINTMENT APPOINTMENT
If this is a formal filing, please explain on page 4 or attach pleadings pursuant to SC Rules of Civil Procedure.
*NOTE: IF THIS IS A FORMAL PROCEEDING, IN ADDITION TO THIS FORM PETITION, YOU MUST ALSO FILE
A SUMMONS (FORM SCCA 401PC), AND PAY THE STATUTORY FILING FEE OF $150.00. A HEARING IN THE
PROBATE COURT ON THE PETITION MAY BE REQUIRED.
I. ALL APPLICANTS/PETITIONERS MUST COMPLETE THIS SECTION.
2. Decedent Information:
Full Legal Name
(including all known names):
Date of Birth:
Date of Death:
Age at Date of Death:
3. Venue for this proceeding is proper in this County because:
Decedent was domiciled in this County at date of death:
Address: County: State: South Carolina.
Decedent was not domiciled in South Carolina, but property of Decedent was located in this County
at date of death at:
Address: County: State: South Carolina
Decedent has a right to take legal action in this County because:
If the above address is the address of a nursing home, prison, or other residential facility, please give the last address
of the Decedent prior to entering a facility:
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FORM #300ES (09/2020) Page 1 of 6 62-2-504, 62-3-102, 62-3-203, 62-3-301, 62-3-302, 62-3-303, 62-3-308, 62-3-311, 62-3-401, 62-3-402, 62-3-404, 62-3-409, 62-3-414, 62-3-601, 62-3-602, 62-3,704, 62-3-804, 44-22-100, 44-23-

STATE OF SOUTH CAROLINA ) IN THE PROBATE COURT

COUNTY OF RICHLAND )

IN THE MATTER OF: )

CASE NUMBER:

(Decedent) )

*COMPLETE THIS SECTION ONLY IF FILING PETITION FOR FORMAL TESTACY AND/OR FORMAL APPOINTMENT

  • , Petitioner(s) vs.

  • , Respondent(s)

APPLICATION FOR INFORMAL (^) (check any that apply) *PETITION FOR FORMAL PROBATE OF WILL TESTACY APPOINTMENT APPOINTMENT

If this is a formal filing, please explain on page 4 or attach pleadings pursuant to SC Rules of Civil Procedure.

*NOTE: IF THIS IS A FORMAL PROCEEDING, IN ADDITION TO THIS FORM PETITION, YOU MUST ALSO FILE A SUMMONS (FORM SCCA 401PC), AND PAY THE STATUTORY FILING FEE OF $150.00. A HEARING IN THE PROBATE COURT ON THE PETITION MAY BE REQUIRED.

I. ALL APPLICANTS/PETITIONERS MUST COMPLETE THIS SECTION.

  1. Applicant/Petitioner(s): Address: Telephone (Work): (Home): (Cell): Email: Relationship to Decedent:
  2. Decedent Information:

Full Legal Name (including all known names): Date of Birth: Date of Death: Age at Date of Death:

  1. Venue for this proceeding is proper in this County because:

Decedent was domiciled in this County at date of death: Address: County: State: South Carolina. Decedent was not domiciled in South Carolina , but property of Decedent was located in this County at date of death at: Address: County: State: South Carolina Decedent has a right to take legal action in this County because:

If the above address is the address of a nursing home, prison, or other residential facility, please give the last address of the Decedent prior to entering a facility:

Full Legal Name (including all known names)

Year of Birth Full Address Email Address Relationship to Decedent

See attached for additional devisees (check if applicable).

4(b). Names and addresses of intestate heirs who are not devisees (persons who inherit if Decedent left no Will).

Full Legal Name (including all known names)

Year of Birth Full Address Email Address Relationship to Decedent

See attached for additional intestate heirs (check if applicable).

4(c). Did all of the above persons survive one hundred and twenty (120) hours since the death of Decedent?

YES NO If no, please explain on page 4.

  1. Did Decedent have any change of marital status or the birth or adoption of any children after execution of this Will, if one exists, or has any child of the Decedent been born since his/her death, or is any birth of a child of the Decedent anticipated? (This includes illegitimate children.)

NO YES If yes, please explain, on page 4.

  1. To the best of your knowledge, was the Decedent a patient in a non-private State of South Carolina mental health facility during his/her lifetime?

NO YES If yes, please explain, on page 4.

  1. Has a Guardian or Conservator ever been appointed by a Court for this person?

NO YES If yes, please explain on page 4.

  1. Has a Personal Representative of the Decedent been appointed prior to this date by a Court in this state or elsewhere?

NO YES If yes, please state details, including name and address of such Personal Representative on page 4.

  1. Have you received or are you aware of any Demands for Notice (FORM #111ES D) of any probate or appointment proceeding concerning the Decedent that may have been filed in this state or elsewhere?

NO YES If yes, please state details, including names and addresses on page 4.

4(a). Names and addresses of beneficiaries (devisees) named in the Will.

COMPLETE EXPLANATION(S) FOR QUESTIONS IN SECTIONS I and II HERE.

(If more space is required, use additional sheets.)

_________________________________________________________________________________________________

III. IF APPLYING FOR INFORMAL OR FORMAL APPOINTMENT, PLEASE COMPLETE THE FOLLOWING.

  1. If the Applicant/Petitioner is not the proposed Personal Representative(s), list name and address of the person you are proposing be appointed as the fiduciary:
  2. Priority for appointment of the proposed Personal Representative (whether applicant or nominee) is:

named as Primary Personal Representative in Will named as Alternate Personal Representative in Will nominee of Primary Personal Representative in Will nominee of Alternate Personal Representative in Will surviving spouse of Decedent who is devisee of Decedent or nominee of said spouse other devisee of Decedent (describe): or nominee of said devisee surviving spouse of Decedent or nominee of said spouse other heir of Decedent (describe): or nominee of said heir creditor (forty-five (45) days after death must have passed) or nominee of creditor; written statement of claim, FORM 371ES, is attached other (describe):

  1. List below the name(s) of any other person(s), if any, having an equal or higher priority of appointment than the proposed Personal Representative:

IV. ALL APPLICANTS/PETITIONERS MUST COMPLETE VERIFICATION.

VERIFICATION

The undersigned, being sworn, states that the facts set forth in the foregoing statement are true to the best of the undersigned’s knowledge, information and belief, and hereby submits to the Court’s jurisdiction in this matter.

SWORN to before me this day

Signature of Applicant/Petitioner: of , 20

Notary Public for South Carolina My Commission Expires:

SWORN to before me this day

Signature of Co- Applicant/Co-Petitioner: of. 20

Notary Public for South Carolina My Commission Expires:

ORDER OF INFORMAL PROBATE

IT IS HEREBY ORDERED that the above application for probate of a Will executed and Codicil executed ______ and Memorandum

be informally GRANTED DENIED.

Executed this day of , 2.

Amy W. McCulloch, Probate Court Judge

For formal probate of Will, see separate order executed.

ORDER OF INFORMAL APPOINTMENT

IT IS HEREBY ORDERED that the above Application for Appointment be granted upon the filing of an appropriate bond, if applicable, and upon the signing of the Qualification and Statement of Acceptance of appointment.

Bond Notice to Creditors Fiduciary Bond in the amount of $ Required Bond not required for Personal Representative nominated by Will Not Required Bond not required as Personal Representative is sole heir or sole devisee Bond not required as Personal Representative is state agency, bank, or trust company Bond waivers filed See order dated Other:

Executed this day of , 2.

Amy W. McCulloch, Probate Court Judge

For formal appointment of Personal Representative, see separate order executed.