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Forms

These are forms to be used in official business with the Shelby County Probate Court. Although some of these forms may be submitted by any citizen, as with any legal situation, consultation with an attorney should be considered.

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Accountings Forms

	Accounting Form       This is the form (3 Pages) to be used for filing an       accounting on an estate, guardianship, or       conservatorship. In addition, these four (4) other forms       are applicable.
	Affidavit for Waiving TN Inheritance Tax Return        This is needed for estate accountings.
	Agreement Between Fiduciary & Financial Institution        For reduction of fiduciary bond
	Appointment of Secretary of State       Appointment of Secretary of State for Service of       Process.
	Certification as to Notice of Accounting        This form is to be filed by Attorney with each       accounting of decedents estate.
	Clerks Report on Accountings       This cover sheet should be included with all accountings.
	Motion for Additional Time to File an Accounting        This is required for an order of continuance on an       accounting.       (Attorney must present to Court)
	Notice of Accounting       Notice of accounting.
	Order Confirming Accounting       This is the Order presented by the attorney to the       Court to confirm an accounting.       (Attorney must present to Court)
	Order Granting Additional Time to File an Accounting        (Attorney must present to Court)
	Property Management Plan       For Conservatorship and Guardianship accountings.       Only needed if changed since last one filed.
	Statement as to Filing of USA or TN Income Tax Return       For use with Conservator and guardianship accountings
	Statement From Corporate Surety        This is needed for conservator and guardianship       accountings.
	Statement of Fiduciary as to Physical or Mental     Condition of the Disabled Person       For Conservatorship accountings.

Other Forms

Appeal Bond for Costs        To be filed with Notice of Appeal Certification of Property Management Plan (NEW) Claim Form (NEW)        This is to be used when filing a claim against an estate Fiduciary Information Sheet         To be filled out for the Personal Representative of each        new case. General Notice of Hearing        This notice is the general, non-specific Notice of        Hearing. Information for Requesting a Name Change          This form is to be used when requesting a name change.   Inventory Form          This form is to be used when filling an inventory on         an estate.  Inventory Form for Guardianship/Conservatorship        This form is to be completed by the guardian or        conservator when filing an inventory of assets and        income. Notice of Appeal  (NEW)        Appeal Form to State Appellate Court Notice of Hearing - Conservatorship        This notice is to be served on all interested parties Notice of Hearing - Ward         This notice is for Conservatorships and is to be served         on proposed ward. Small Estate Affidavit (3 Pages)          This is for opening an estate that is valued at less          than $25,000. Small Estate Affidavit Instructions  (Updated)            For the Small Estate Affidavit above.  Subpoena         Attorney must prepare and have Clerk's Office issue.   TennCare Release Form          Form to send for Release from the Bureau of TennCare Waiver of Bond for Small Estate Affidavit (Updated)          Appointment of the Affiant of the Estate to serve        without bond

See Also Frequently Asked Questions