Download New York Wd 3 Template in PDF

• Form WD-4: Similar to the WD-3, this form is used for the accounting of an estate but focuses on the distribution of assets rather than the compromise of a claim. It outlines the distribution process and provides details on how the assets will be divided among heirs.
• Form WD-5: This form is utilized for the final accounting of an estate. Like the WD-3, it requires a detailed account of all transactions, but it emphasizes the conclusion of estate matters, ensuring all debts and distributions have been settled.
• Form A-1: The A-1 form is used for the appointment of an administrator. While the WD-3 deals with the administration of a wrongful death claim, the A-1 focuses on the initial appointment process, establishing who has the authority to manage the estate.
• Form A-2: Similar to the A-1, the A-2 is used for the appointment of a guardian for minors. Both forms address the management of assets, but the A-2 specifically pertains to protecting the interests of minor beneficiaries.
• Form C-1: This form is used for the claim against an estate. It shares similarities with the WD-3 in that it involves claims related to the estate, but it focuses on the creditor's rights to make a claim rather than the administrator's accounting.
• Form E-1: The E-1 form is for the petition to settle a claim against an estate. Like the WD-3, it involves legal proceedings, but it centers on obtaining court approval for settling claims rather than providing a detailed account of the estate’s financial activities.

Guide to Filling Out New York Wd 3

Completing the New York WD-3 form requires careful attention to detail, as it is an important document in the administration of an estate. This form helps outline the financial aspects of managing the estate, including any claims for wrongful death. Below are the steps to fill out the form accurately.

1. Begin by entering the county where the Surrogate's Court is located.
2. In the section labeled "In the Matter of the Application of," write your name as the administrator.
3. Fill in the name of the deceased in the space provided.
4. Provide the file number associated with the case.
5. Describe the wrongful death claim, including the date of the incident and the parties involved, in the first paragraph.
6. Indicate the date on which the Letters of Administration were issued to you.
7. State the amount you are seeking to compromise the claim for wrongful death.
8. List the accompanying documents that are being submitted with the account, such as your petition, an affidavit from your attorney, a copy of the paid funeral bill, and waivers from necessary parties.
9. Detail the requested disbursements and attorney fees in the appropriate sections.
10. Confirm that the funeral bill has been paid and that there are no outstanding medical bills.
11. Indicate the total amount received from the compromise of the claim.
12. List the next of kin, including their names and relationships to the deceased.
13. Document any claims or creditors that have been presented, including any rejections.
14. Identify all interested parties in the proceeding, providing names and relationships.
15. Specify the amount you are charging yourself for the compromise of the claim.
16. Credit yourself with the amounts due to attorneys, distributees, and any guardians, including percentages where applicable.
17. Ensure the total credits equal the amount received, leaving no balance.
18. Sign and date the form, and prepare for it to be sworn before a notary public.