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In the state of Rhode Island, the PC 1.2 form serves as a crucial document for those who are embarking on the complex journey of estate administration under specific circumstances. This form, previously known as SW-4 and SW-5, is utilized in instances where an estate has not been fully administered or the will has not been completely executed due to the death, resignation, or removal of a former fiduciary. By filling out this form, an individual can petition the Probate Court to appoint a new administrator, known as "administration de bonis non" or with the will annexed, "administration de bonis non cum testamento annexo." The form requires detailed information about the estate, the petitioner, the former fiduciary, and the nominee for the new fiduciary role, ensuring a comprehensive transition of administration duties. Moreover, the requirement to attach a waiver form, if applicable, and the thorough affidavit and decree section highlight the form's role in facilitating a seamless and legally sound process. This introductory framework sets the stage for discussing the complexities and implications of the PC 1.2 form in the broader context of Rhode Island's probate court proceedings.

Rhode Island Pc 1 2 Preview

PC-1.2 (11/02, formerly SW-4 and SW-5) Administration De Bonis Non or De Bonis Non Cum Testamento Annexo

Date filed: _____________________

 

 

Court use only

STATE OF RHODE ISLAND

 

 

County of ___________________________________

PROBATE COURT OF THE

Estate of ____________________________________

_________________________________________________

Alias _______________________________________

 

 

Alias _______________________________________

No. ____________________

____________________

 

 

Date

[] ADMINISTRATION DE BONIS NON. or

[ ] ADMINISTRATION DE BONIS NON CUM TESTAMENTO ANNEXO

 

(check one)

 

Personal estate estimated at: $____________________________

 

Your petitioner being:

_____________________________________________________________________

 

Name

Relationship to the Deceased

respectfully represents that

_____________________________________________________________________

 

Name of Former Fiduciary

 

has:

 

[ ] died

 

 

[

] resigned

[ ] been removed

(check one)

without having:

[ ] fully administered said estate

[ ] fully executed the will

 

 

(check one)

Wherefore, I request that:

 

 

 

 

 

 

 

 

_______________________________________________

_______________________________________________

Name of Nominee

 

 

Relationship to Deceased

Name of Co-Nominee (if any)

 

 

Relationship to Deceased

_______________________________________________

_______________________________________________

No.

Street

 

 

 

No.

Street

 

 

 

 

_______________________________________________

_______________________________________________

City/Town

 

State

Zip

Phone Number

City/Town

State

Zip

 

Phone Number

or any other suitable person be appointed to administer the estate not yet administered.

Attach form PC—9.1, Waiver, if applicable.

The undersigned petitioner makes affidavit and says that the above facts are true as to the best of his/her knowledge and belief.

__________________________________________

__________________________________________

Signature of petitioner

Date

_____________________________________________ Sc.

 

Subscribed and sworn to before me as to the truth of all of the above facts by the petitioner.

__________________________________________

__________________________________________

Notary public (please print name)

Notary public signature

PC-1.2 (11/02) Page 2

DECREE

Upon hearing, it is hereby ordered and decreed:

_______________________________________________ _______________________________________________

NameName

_______________________________________________ _______________________________________________

No. StreetNo. Street

_______________________________________________ _______________________________________________

City/Town

State

Zip

Phone Number

City/Town

State

Zip

Phone Number

are hereby appointed to administer the estate not already administered:

Bond fixed at: $_____________________________

[

] With surety

__________________________

 

[

] Without surety

(if with surety, indicate type)

[ ] With the will annexed (check if appropriate)

 

 

 

Entered as an order and decree of the court on:

_______________________________________________ _______________________________________________

Date

Probate Judge

File Breakdown

Fact Detail
Form number and versions PC-1.2 (11/02, formerly SW-4 and SW-5)
Type of proceeding Administration De Bonis Non or De Bonis Non Cum Testamento Annexo
Applicability Used in cases where the previous fiduciary (executor or administrator) can no longer perform duties due to death, resignation, or removal, without having completed estate administration or will execution
Governing law(s) Rhode Island Probate Court procedures and Rhode Island General Laws
Required information Petitioner's name and relationship to the deceased, name of former fiduciary and reason for inability to continue, personal estate estimate, nominee names and their relationships to the deceased
Attachments Form PC-9.1, Waiver, if applicable
Verification Petitioner must affirm the truth of provided information under oath and notarization
Decree and Order After hearing, the Probate Court orders and decrees the appointment of the nominated individual(s) to administer the not yet administered estate, setting the bond amount and terms

Rhode Island Pc 1 2 - Usage Guidelines

When it comes time to manage the assets of an estate that was not fully settled by the previous fiduciary—perhaps due to their passing, resignation, or removal—an essential step is filling out the Rhode Island PC 1.2 form. This form requests the appointment of a new administrator to handle what's left of the estate, whether there's a will involved or not. Completing this form is straightforward when you follow these steps, ensuring that all necessary information is accurately captured to move forward efficiently.

  1. Write the date filed at the top of the form, in the space provided next to "Date filed:".
  2. Under "STATE OF RHODE ISLAND", fill in the County where the probate court is located.
  3. In the "Estate of" section, write the full name of the deceased, followed by any aliases they might have had.
  4. Check the appropriate box to indicate whether you are filing for "ADMINISTRATION DE BONIS NON" or "ADMINISTRATION DE BONIS NON CUM TESTAMENTO ANNEXO."
  5. In the "Personal estate estimated at:" field, write the estimated value of the personal estate.
  6. Under "Your petitioner being:", fill in your name and relationship to the deceased.
  7. State the Name of the Former Fiduciary, then check the appropriate box to indicate whether they died, resigned, or have been removed.
  8. Check the box to indicate the former fiduciary without having fully administered said estate or fully executed the will.
  9. Under "Wherefore, I request that:", enter the name and relationship to the deceased of the nominee (and co-nominee, if any).
  10. Provide the address and phone number for both the nominee and co-nominee (if applicable).
  11. If another person is suitable for appointment, indicate this after the nominee section.
  12. Attach Form PC-9.1, Waicer, if applicable.
  13. Sign and date the bottom of the form where it says "Signature of petitioner" and "Date".
  14. A Notary will fill out the section starting with "Subscribed and sworn to before me", including their name and signature.
  15. After submitting this form to the appropriate probate court, it will be reviewed by a judge. Should the judge approve the petition, a decree will be entered officially appointing the named individual(s) to administer the remaining aspects of the estate. This may involve settling any outstanding debts, distributing assets according to the will or state law, and completing other necessary administrative duties. It's an essential step towards finalizing the affairs of the deceased, ensuring that their assets are handled according to their wishes or the law.

Essential Queries on Rhode Island Pc 1 2

What is the Rhode Island PC 1 2 form?

The Rhode Island PC 1 2 form, officially known as "Administration De Bonis Non or De Bonis Non Cum Testamento Annexo," is a legal document used in probate court. It is filed when a previous executor or administrator of an estate has passed away, resigned, or been removed without completing the administration of the estate or execution of the will. This form requests the appointment of a new person to continue and complete the process.

When should the Rhode Island PC 1 2 form be filed?

This form should be filed in situations where the initially appointed fiduciary (executor or administrator) can no longer fulfill their duties due to death, resignation, or removal, and the estate has not yet been fully administered or the will not fully executed.

Who can file the Rhode Island PC 1 2 form?

Any person with a vested interest in the deceased's estate, typically a successor fiduciary, family member, or potential heir, can file the Rhode Island PC 1 2 form. The petitioner must be able to demonstrate their relationship to the deceased or the estate and justify the need for a new administrator or executor.

What information is required on the Rhode Island PC 1 2 form?

The form requires detailed information including the name and county of the deceased, the estimated value of the personal estate, details of the former fiduciary, and the reason for their inability to continue. Additionally, the petitioner must propose a nominee (and co-nominee if applicable) to administer the estate, along with their relationship to the deceased. Contact information for all parties mentioned is also necessary.

Is there a filing fee for the Rhode Island PC 1 2 form?

Probate court filing fees vary by county in Rhode Island. It is advisable to contact the specific probate court where the form is being filed for information on current filing fees associated with the Rhode Island PC 1 2 form.

What happens after the Rhode Island PC 1 2 form is filed?

Once filed, the probate court will review the petition and any attached documentation, such as waivers from other potential heirs or interested parties. If the court finds the petition valid, it will issue a decree appointing the nominated person(s) as the new executor or administrator of the estate, with or without surety, and set a bond amount if applicable.

Can the filing of the Rhode Island PC 1 2 form be contested?

Yes, the filing can be contested. If another interested party disagrees with the appointment of the new executor or administrator, they may file an objection with the court. The court would then typically schedule a hearing to resolve the dispute.

What is the importance of the bond mentioned in the decree?

The bond is a financial assurance required by the court, designed to protect the estate from potential mismanagement by the newly appointed executor or administrator. The bond amount is typically based on the value of the estate. The requirement for a bond and its amount can vary depending on whether the appointment is made with or without surety.

How can I obtain the Rhode Island PC 1 2 form?

The Rhode Island PC 1 2 form can typically be obtained from the probate court in the county where the estate is being administered, or it may be available online through the court's official website. It is advisable to ensure you are using the most current version of the form by consulting with the probate court directly.

Common mistakes

Filling out legal forms, such as the Rhode Island Pc 1-2 form, plays a crucial role in the administration process of an estate. However, when individuals attempt to navigate these complex documents without guidance, mistakes are common. Here are eight common errors people make when completing this form:

  1. Incorrectly identifying the type of administration needed. The form requires choosing between ADMINISTRATION DE BONIS NON and ADMINISTRATION DE BONIS NON CUM TESTAMENTO ANNEXO. Misunderstanding these terms can lead to incorrect processing.
  2. Failing to provide complete aliases of the deceased, which are crucial for the accurate identification of estate records.
  3. Not accurately estimating the personal estate value. This figure is not only a requirement but also assists the court in determining the necessity of a bond.
  4. Omitting relevant details about the petitioner, such as the relationship to the deceased. This information helps the court in understanding the context and validity of the petitioner's claims.
  5. Incorrectly stating the status of the former fiduciary. Whether the former fiduciary died, resigned, or was removed, precisely indicating the situation prevents potential legal complications.
  6. Forgetting to nominate a suitable person to administer the estate, or not providing enough information about the nominee, including their relationship to the deceased.
  7. Overlooking the option to attach a waiver form, which might be applicable and beneficial in certain circumstances.
  8. Providing incomplete or incorrect contact information, such as addresses and phone numbers, for both the petitioner and the nominee, which could lead to communication issues during the administration process.

To avoid these pitfalls, a careful review of the form is essential before submission. Paying close attention to detail and seeking clarification on unclear sections from a legal professional can significantly ease the process. Additionally, ensuring that all provided information is up to date and fully accurate can help avoid delays or legal issues later on. In the engine of the legal system, accurately completed documentation ensures a smoother journey for all involved.

Documents used along the form

In legal proceedings, particularly those involving probate court in Rhode Island, the PC-1.2 form serves as a crucial document. This form is specifically used when a previous executor or administrator of an estate has either passed away, resigned, or been removed from their position without fully administering the estate or executing the will. Alongside the submission of this form, several other documents often come into play to ensure a smooth and efficient probate process. Here is a list of documents frequently used in conjunction with the Rhode Island PC-1.2 form:

  1. PC-9.1 Waiver: This document allows individuals involved in the probate process to waive their right to a formal hearing or notification in certain circumstances.
  2. PC-1.1 Petition for Probate: Used to initiate the probate process, it includes details about the deceased, their assets, and the proposed executor.
  3. PC-2.1 Inventory: Lists all the assets of the deceased at the time of their death, providing a clear picture of what the estate comprises.
  4. PC-3.1 Account: A financial statement that details the income, expenses, and distributions from the estate, used to maintain transparency with the court.
  5. PC-4.1 Notice of Probate: This document notifies heirs, beneficiaries, and other interested parties that the probate process has begun.
  6. PC-5.1 Assent to Probate: Signed by beneficiaries or heirs, indicating their agreement with the will’s terms (if applicable) and the executor’s appointment.
  7. PC-6.1 Claim Against Estate: Used by creditors to formally submit claims against the estate for debts owed.
  8. PC-7.1 Petition for Sale of Real Estate: Filed when the executor or administrator seeks permission from the court to sell real estate owned by the deceased.
  9. PC-8.1 License to Sell: A court order allowing the sale of estate property, typically following the approval of a PC-7.1 petition.
  10. PC-10.1 Petition for Complete Settlement: Submitted towards the end of the probate process, proposing a final distribution of estate assets.

Managing an estate, especially after the initial executor or administrator could not complete their duties, requires careful attention to the legal requirements and thorough documentation. Each of these forms plays a distinctive role in navigating the complexities of probate, ensuring that every aspect of the estate is properly handled and documented. Judges, administrators, and beneficiaries rely on these documents to fulfill their responsibilities, protect the decedent's assets, and ensure a fair and legal distribution according to the will or state law.

Similar forms

The Rhode Island PC 1.2 form, used for initiating the administration of an estate that has not been fully administered (with or without a will), is similar to several other legal documents, each serving a specific function in the probate process. Understanding these similarities will help in navigating the probate procedures more effectively.

The Form PC-9.1 (Waiver of Notice) is notably similar to the Rhode Island PC 1.2 form in its function within the probate process. Where the PC 1.2 form is used to appoint someone to administer the remaining assets of an estate, the PC-9.1 serves as a complementary document where individuals involved in the estate can waive their right to receive formal notice of probate proceedings. Similar to the PC 1.2 form, the PC-9.1 helps streamline the probate process by potentially reducing the time and formalities needed to appoint an estate administrator or executor.

The Last Will and Testament document, although not a court form like the PC 1.2, shares a significant procedural connection. The PC 1.2 form's section on "ADMINISTRATION DE BONIS NON CUM TESTAMENTO ANNEXO" directly relates to estates where a will had been partially executed. The Last Will specifies the deceased's wishes regarding the distribution of their estate, appointing an executor to carry out those wishes. When that executor can't complete their duties, the PC 1.2 form is used to appoint someone new to finish administering the estate as per the will, thus working hand-in-hand with the original Last Will and Testament.

The Inventory Form (typically known as Form PC-2) in Rhode Island probate court is also related to the PC 1.2 form, albeit more indirectly. After a new administrator is appointed using the PC 1.2 form, an inventory of the estate's assets must be taken if it was not completed by the prior fiduciary. This step is crucial in continuing the administration process, demonstrating how the PC 1.2 form facilitates the transition to ensuring a thorough accounting of the estate, as required under probate law. The Inventory Form records all decedent assets at the time of death, aligning with PC 1.2's goal of concluding the estate's administration efficiently and according to legal and the decedent's wishes.

Understanding the role of each of these documents and how they complement each other within the Rhode Island Probate Court's procedures provides clarity and direction for efficiently managing and settling an estate.

Dos and Don'ts

When filling out the Rhode Island PC 1.2 form, it's important to follow proper guidelines to ensure the paperwork is processed smoothly and correctly. Below are key dos and don’ts to consider:

Dos:

  1. Check the appropriate box to indicate whether you're filing for "Administration de Bonis Non" or "Administration de Bonis Non Cum Testamento Annexo" based on your specific situation.

  2. Accurately fill in the estimated value of the personal estate in the space provided.

  3. Clearly state your relationship to the deceased in the designated area to establish your connection and potential right to administer the estate.

  4. If applicable, mention the name of the former fiduciary and check the appropriate reason for their cessation (died, resigned, been removed).

  5. Provide the full name and address, including city, state, and zip code, of the nominee or co-nominee who is being suggested to administer the estate.

  6. Ensure the form is signed by the petitioner and dated accurately.

  7. Have the statement sworn to in front of a notary public, who must also sign and print their name on the form.

Don’ts:

  1. Don't leave any required fields blank. If a section is not applicable, it's advisable to mark it as "N/A" instead of leaving it empty.

  2. Don't guess the values or facts; ensure all information provided is accurate and verifiable.

  3. Avoid nominating an individual without confirming their willingness and capability to act as an administrator of the estate.

  4. Don't forget to attach Form PC—9.1 (Waiver) if it is relevant to your situation.

  5. Do not use informal language or abbreviations; the form should be filled out using formal language and full names/terms.

  6. Don't overlook the requirement for the information to be sworn before a notary; this is a crucial step for the form’s validity.

  7. Do not submit the form without reviewing all provided information for accuracy and completeness.

Misconceptions

When dealing with the Rhode Island PC 1.2 form, which is associated with the Administration De Bonis Non or De Bonis Non Cum Testamento Annexo, several misconceptions may arise. Understanding these misconceptions is crucial for those navigating probate matters related to estates not fully administered or where a will has not been fully executed. The following are common misunderstandings:

  • Misconception 1: The form is only for estates without wills. The PC 1.2 form can actually be filed for estates where a will exists but hasn’t been fully executed (De Bonis Non Cum Testamento Annexo), in addition to situations where there's no will (De Bonis Non).
  • Misconception 2: Any family member can file the form without specific requirements. While many family members can indeed file the form, they must have a certain standing, such as being a nominee or a co-nominee, and must demonstrate a relationship to the deceased or a connection to the estate. The form requires detailed information about the petitioner's relationship to the deceased.
  • Misconception 3: Filing the form is the only step in the process. The completion and filing of the PC 1.2 form is just a part of the probate process. It often requires the attachment of additional forms, such as the PC—9.1 Waiver, and will lead to a court hearing. The undersigned petitioner also needs to affirm the truthfulness of their statements before a notary.
  • Misconception 4: Once filed, the nominated person is immediately appointed. The filing of the form does not result in the immediate appointment of the nominated person(s) to administer the estate. The decree section on page two of the form specifies that a court order is necessary for the appointment, which might include conditions such as posting a bond, with or without surety, and might specify if the will is annexed.

Clearing up these misconceptions is essential for correctly navigating the probate process in Rhode Island, ensuring that estates are administered according to the law. Every step must be undertaken with care and in full compliance with the procedures set by the Rhode Island probate courts.

Key takeaways

Filling out and using the Rhode Island PC 1.2 form, which pertains to the Administration De Bonis Non or Administration De Bonis Non Cum Testamento Annexo, is a critical step in managing estates where the initial executor or administrator has not completed their duties. Here are four key takeaways to understand about this process:

  • Understanding the Form's Purpose: The Rhode Island PC 1.2 form is used in situations where a previously appointed fiduciary (e.g., an executor or administrator) can no longer fulfill their role due to death, resignation, or removal. This form helps in appointing a new executor or administrator to continue the estate's management or will's execution that wasn't fully administered or executed.
  • Detailing the Estate: One significant aspect of the form involves providing an estimate of the personal estate's value. This information gives the court a sense of the estate's size and helps in determining the appropriate bond amount for the new fiduciary.
  • Nominating a New Fiduciary: The form requires the petitioner to nominate a new fiduciary to take over the estate's administration. It's crucial to include the nominee's name, relationship to the deceased, and contact information. If there's a co-nominee, their details must also be provided. This step ensures the court is well-informed about who is proposed to manage the estate moving forward.
  • Legal Affirmation and Court Decree: The petitioner must affirm that all information provided on the form is true to the best of their knowledge and belief, culminating in a notary public's authentication. After review, the court issues a decree officially appointing the nominee(s) as the new fiduciary or fiduciaries, including setting the bond and noting if the will is annexed, ensuring a formal and legal transfer of responsibilities.

Appropriately understanding and navigating the Rhode Island PC 1.2 form is essential for those involved in the estate administration process, ensuring that estates are properly managed and eventually closed in accordance with the law and the deceased's wishes.

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