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Barron County, Wisconsin - www.barroncountywi.gov

Informal Probate

NOTE:  This guideline is provided only as a public service and is not meant to be legal advice.  The Register in Probate office cannot give legal advice; please contact an attorney if you have legal questions.

TO OPEN AN INFORMAL PROBATE

FIRST STEP:  complete and file the originals of the following:

PR – 1801 Application for Informal Administration
PR – 1806 Proof of Heirship
PR – 1803 Waiver and Consent
PR – 1804 Notice to Creditors (OR, if waivers are not filed, complete PR-1805)
PR – 1805 Notice to Interested Persons and Time Limit for Filing Claims
PR – 1807 Consent to Serve
PR – 1808 Statement of Informal Administration
PR – 1810 Domiciliary Letters
Original - Will and any Codicils (copy to be provided to all interested persons)
Original - Probate Claims Notice; copy to WI Dept of Family Services and County Clerk
Other - Trusts – see page 2.

*Personal Representative (PR) will be appointed after the hearing date listed on the Notice to Interested Persons once the following documents are filed:  Affidavit of Publication from the newspaper and form PR – 1817 Affidavit of Mailing showing proof that the Notice was mailed to the interested persons.

AFTER PR APPOINTMENT:  complete and file the originals of the following:

SECOND STEP:  INVENTORY

PR – 1811 Inventory DUE no later than 6 months after Domiciliary Letters are issued
Filing Fee Statutory inventory filing fee of 0.2% of the assets is due with the inventory
PR – 1811 Affidavit of Mailing – inventory to interested persons

THIRD STEP:  FINAL ACCOUNT

PR – 1814 Final Account w/ attached schedules
PR – 1817 Affidavit of Mailing – final account to interested persons
Note additional property listed is subject to the 0.2% filing fee

FOURTH STEP:  CLOSING DOCUMENTS

PR – 1815 Estate Receipt from heirs/beneficiaries for partial and/or full distributions
PR – 1815 Estate Receipt from claimants, if claims were filed
PR – 1816 Personal Representative’s Statement to Close Estate

OTHER DOCUMENTS:

Original Affidavit or Proof of Publication from newspaper
Copy Funeral Receipt marked paid in full
Original Closing Certificate for Fiduciary from WI Dept of Revenue

BOND:  May be required prior to appointment of the PR; determination will be made whether bond will be a signature bond (form PR – 1809) or a corporate bond.

TRUSTS:  If the decedent’s Will establishes a trust, please complete the following forms:  PR-1930   Consent to Serve as Trustee and PR-1829  Letter of Trust and file the originals with the Register in Probate office when the estate is opened.

CLAIMS:  It is the Personal Representative’s responsibility to check the court record for any claims filed.  The website is:

http://wcca.wicourts.gov/index.xsl.  Copies can be obtained from the Register in Probate office for a fee of $1.00   per page

CLOSE ESTATE:  Estate shall be closed 12 months after the Application is filed pursuant to 10th Judicial District benchmarks. 

CERTIFIED COPIES:  If requested, are $3.00 for the certification and $1.00 for each page copied and compared.

If requested through the mail, please enclose a self-addressed, stamped envelope together with the correct fee.

ADDITONAL RESOURCES:  A booklet called “A Personal Representative’s Guide to Informal Probate in Wisconsin” Is available at your locale probate

office or online at www.wripa.org

FORMS: Additional/duplicate forms can be found at:  www.wicourts.gov.

TAX FORMSwww.dor.state.wi.us/htm/taxfid.html or :

Wisconsin Department of Revenue
PO Box 8904
Madison, WI  53708-8904
(608) 266-2772

A Closing Certificate for Fiduciaries is required before closing the estate.  You must request a Closing Certificate when filing the Wisconsin Fiduciary Income Tax Return.  All fiduciary, estate tax, and income tax returns are the personal representative’s responsibility.

IRS NOTICE:  The Internal Revenue Service may be a creditor of a decedent and should be promptly notified of the death and any probate proceeding.

The IRS Notice is included with this guideline.

10th Judicial District Informal Probate Guideline (Rev. 7/04)







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