When you need form DE-147(S)
When it comes to managing an estate after someone has passed, the DE-147(S) form is a crucial step in the probate process for appointed personal representatives. This form becomes necessary when the court, by local rule, requires the personal representative to provide specific confidential information that includes their birth date and driver's license number. It acts as a supplement to Form DE-147, which outlines the Duties and Liabilities of the Personal Representative.
- Before completing the DE-147(S) form, individuals typically need to submit a Petition for Probate (Form DE-111), which initiates the legal process of appointing a personal representative.
- Another form that precedes this might be the Order for Probate (Form DE-140), which is needed to officially appoint an individual as the personal representative by the court.
- The necessity for this confidential supplement is often "triggered" upon receiving instructions from the court following these preliminary submissions.
Thus, the DE-147(S) is an integral part of ensuring that the personal representative's sensitive information is kept confidential while carrying out their duties as they administer the estate in accordance with court requirements.
How to file form DE-147(S)
1. **Check Local Court Rule:** Determine if your local court requires the filing of the Confidential Statement [DE-147(S)]. This form is mandated by certain jurisdictions.
2. **Complete the Form:** Accurately fill out the form with the personal representative's name, driver's license number, birth date, and the state issuing the driver's license.
3. **Do Not Attach to DE-147:** Ensure that this confidential supplement is filed separately and not attached to the Form DE-147.
4. **Submit to Court Clerk:** Bring the completed DE-147(S) to the court clerk's office for submission. Ensure you emphasize the confidentiality requirement, as the form should not be part of the public court file.
5. **Secure Handling:** Confirm with the clerk that the form will be handled in a confidential manner and placed accordingly within the court’s private records or system.