1st Judicial Circuit · Official form · Guided questionnaire

Okaloosa County Checklist — Closing Formal Administration

The circuit's fillable Okaloosa County checklist for closing a formal administration.

Your answers are placed onto the court’s own form — verified against the court’s published bytes before anything is filled, right here in your browser. Leave anything blank that does not apply; you decide every answer, and no attorney has reviewed this.

Form page 1

Items appear in the order they appear on the official form.

Estate of

Probate Case No

Type of EstateType of EstateType of Estate

Reviewed

Petition for Discharge Complying with 5.400 filed?Petition for Discharge Complying with 5.400 filed?Petition for Discharge Complying with 5.400 filed?

Petition served on all interested persons?

Petition served on all interested persons?Petition served on all interested persons?Petition served on all interested persons?

The 30-day time period expired ____? Waivers filed _____?

The 30-day time period expired ____? Waivers filed _____?The 30-day time period expired ____? Waivers filed _____?The 30-day time period expired ____? Waivers filed _____?

Any unresolved objections _____? Compensation for Fees Paid 5.400(b)?

Any unresolved objections _____? Compensation for Fees Paid 5.400(b)?Any unresolved objections _____? Compensation for Fees Paid 5.400(b)?Any unresolved objections _____? Compensation for Fees Paid 5.400(b)?

Compensation for Fees Paid 5.400(b)? Attorney’s comp

Compensation for Fees Paid 5.400(b)? Attorney’s compCompensation for Fees Paid 5.400(b)? Attorney’s compCompensation for Fees Paid 5.400(b)? Attorney’s comp

Attorney’s comp

All required Notice to Creditors & Interested Parties Given?All required Notice to Creditors & Interested Parties Given?All required Notice to Creditors & Interested Parties Given?

Notice of Administration served as required by R5.240 and/or waivers ___ & proofs filed _____ Notice to Creditors served ___ on DO

Notice of Administration served as required by R5.240 and/or waivers ___ & proofs filed _____Notice of Administration served as required by R5.240 and/or waivers ___ & proofs filed _____Notice of Administration served as required by R5.240 and/or waivers ___ & proofs filed _____

waivers ___ & proofs filed _____ Notice to Creditors served ___ on DOR ___ on AHCA age 55+ ____ F.S

Notice to Creditors served ___ on DOR ___ on AHCA age 55+ ____ F.SNotice to Creditors served ___ on DOR ___ on AHCA age 55+ ____ F.SNotice to Creditors served ___ on DOR ___ on AHCA age 55+ ____ F.S

____ F.S

Proof of Publication of Notice to Creditors filedProof of Publication of Notice to Creditors filedProof of Publication of Notice to Creditors filed

claims barred ____ ? Verified diligent search Statement Regarding Creditors filed

Verified diligent search Statement Regarding Creditors filedVerified diligent search Statement Regarding Creditors filedVerified diligent search Statement Regarding Creditors filed

5.241 ____? Or claims barred _____ ? Verified Inventory filed as required by F.S

Verified Inventory filed as required by F.SVerified Inventory filed as required by F.SVerified Inventory filed as required by F.S

All Proofs of service of Inventory filed as required by R 5.340? Creditors?

All Proofs of service of Inventory filed as required by R 5.340? Creditors?All Proofs of service of Inventory filed as required by R 5.340? Creditors?All Proofs of service of Inventory filed as required by R 5.340? Creditors?

Estate in NOT indebted ___? Claims are barred ___? All filed Claims satisfied ___ or settled ____? F.S

Estate in NOT indebted ___? Claims are barred ___?Estate in NOT indebted ___? Claims are barred ___?Estate in NOT indebted ___? Claims are barred ___? All filed Claims satisfied ___ or settled ____? F.S

Estate in NOT indebted ___? Claims are barred ___? All filed Claims satisfied ___ or settled ____? F.S

All filed Claims satisfied ___ or settled ____? F.SAll filed Claims satisfied ___ or settled ____? F.SAll filed Claims satisfied ___ or settled ____? F.S

If not, attach explanation Plan of Distribution complying with 5.400(b)(5) filed? Report of Distribution filed ___?

Plan of Distribution complying with 5.400(b)(5) filed? Report of Distribution filed ___?Plan of Distribution complying with 5.400(b)(5) filed? Report of Distribution filed ___?Plan of Distribution complying with 5.400(b)(5) filed? Report of Distribution filed ___?

Report of Distribution filed ___? If not, are Waivers filed ___? Receipts from beneficiaries/heirs filed ___?

Report of Distribution filed ___? If not, are Waivers filed ___?Report of Distribution filed ___? If not, are Waivers filed ___? Receipts from beneficiaries/heirs filed ___?Report of Distribution filed ___? If not, are Waivers filed ___? Receipts from beneficiaries/heirs filed ___?

If not, are Waivers filed ___? Receipts from beneficiaries/heirs filed ___? If not, are Waivers filed ___?

Receipts from beneficiaries/heirs filed ___? If not, are Waivers filed ___?Receipts from beneficiaries/heirs filed ___? If not, are Waivers filed ___?Receipts from beneficiaries/heirs filed ___? If not, are Waivers filed ___?

Form page 2

Items appear in the order they appear on the official form.

Reviewed

Affidavit of No FL tax due filed ___ F.SAffidavit of No FL tax due filed ___ F.SAffidavit of No FL tax due filed ___ F.S

certificate filed ____ F.S

certificate filed ____ F.SNotice of Federal Tax Return filed and served? _____R 5.395 Tax Return due date is ______?Notice of Federal Tax Return filed and served? _____R 5.395 Tax Return due date is ______?

Tax Return due date is ______? Federal Estate Tax Closing Letter filed? Civil Actions and Adversary Proceedings?

Tax Return due date is ______? Federal Estate Tax Closing Letter filed? Civil Actions and Adversary Proceedings?Tax Return due date is ______? Federal Estate Tax Closing Letter filed? Civil Actions and Adversary Proceedings?Tax Return due date is ______? Federal Estate Tax Closing Letter filed? Civil Actions and Adversary Proceedings?

Civil Actions and Adversary Proceedings? Any adversary proceedings filed R5.025? ___

Civil Actions and Adversary Proceedings?Civil Actions and Adversary Proceedings?Civil Actions and Adversary Proceedings?

Any adversary proceedings filed R5.025? ___ If yes, have proceedings been disposed? ___ Any Notice of Civil Action filed R.5.065?

Any adversary proceedings filed R5.025? ___ If yes, have proceedings been disposed? ___Any adversary proceedings filed R5.025? ___ If yes, have proceedings been disposed? ___Any adversary proceedings filed R5.025? ___ If yes, have proceedings been disposed? ___

If yes, have proceedings been disposed? ___ Any Notice of Civil Action filed R.5.065? ___ If yes, have proceedings been disposed?

Any Notice of Civil Action filed R.5.065? ___ If yes, have proceedings been disposed? ___Any Notice of Civil Action filed R.5.065? ___ If yes, have proceedings been disposed? ___Any Notice of Civil Action filed R.5.065? ___ If yes, have proceedings been disposed? ___

Final Accounting filed? _____ or R 5.180 waivers by ALL interested persons filed? _____ Any objections to final accounting filed?

Final Accounting filed? _____ or R 5.180 waivers by ALL interested persons filed? _____Final Accounting filed? _____ or R 5.180 waivers by ALL interested persons filed? _____Final Accounting filed? _____ or R 5.180 waivers by ALL interested persons filed? _____

R 5.180 waivers by ALL interested persons filed? _____ Any objections to final accounting filed? _____ All objections resolved? __

Any objections to final accounting filed? _____ All objections resolved? _____Any objections to final accounting filed? _____ All objections resolved? _____Any objections to final accounting filed? _____ All objections resolved? _____

All objections resolved? _____ Final Accounting served on ALL interested persons ____ Or R 5.180(b) waivers filed? _____

Final Accounting served on ALL interested persons ____ Or R 5.180(b) waivers filed? _____Final Accounting served on ALL interested persons ____ Or R 5.180(b) waivers filed? _____Final Accounting served on ALL interested persons ____ Or R 5.180(b) waivers filed? _____

Phone Number

Email Address

Signature, notary, and dated-signature lines are deliberately left for you to complete by hand — signing stays human.

Download the official blank instead

0 of your answers are currently entered. Nothing you type here is stored — leaving this page erases it. The fill runs entirely in your browser: your answers are never sent to our servers.

← All official forms