In most instances within New York, there is at least one Surrogate Court courthouse location within each county. In some states, the information on this website may be considered a lawyer referral service. Make an inventory of what's in the estate. Questions about completing the forms should be addressed to the Surrogate's Court in the county in which the proceeding will be brought. New York State Bar Association's Surrogate's Court Forms for MS Word; Accounting Forms; Accounting Citation (JA-6) Affidavit of Service (Infant under 14 Years) (JA-11) . Albany County Surrogate's Court is located in Albany county in New York. How to Order Certified Copies of a Death Certificate. For example, in most states, if a person dies and leaves behind no spouse but two living children, those children would inherit the estate, in equal shares. Usually, the county office can provide you with the certificates more quickly than the state's office can. Here are the sort of things a trustee does: Often, the trustee and the executor are the same person. They can be filled out electronically, then printed. 1 0 obj Some states permit "common law" marriages. 8:30am - 4:30pm, Hon. sign the will in front of witnesses, according to state law. Citation (ADM/DBN-2), Administration d.b.n. << APPOINTMENT OF Please Note: The FOIL process cannot be used for County Clerk records (court records, and deeds and mortgages.) Request for Judicial Intervention (RJI) Omni Fillable form, DIY (Do-It-Yourself) Surrogate's Court Forms, DIY (Do-It-Yourself) District, City, Town & Village Court Forms, Diversity What To Look For during a Medical Exam, Prof Prac and Skills Assembly Bill A86823B, Prof Prac and Skills Buffalo HT Court Screening, Prof Prac and Skills Comprehensive Trafficking Assessment, Prof Prac and Skills Human trafficking ID tool and User guideline, Prof Prac and Skills Mandory Restitution Report, Prof Prac and Skills NYS Labor Trafficking Laws, Prof Prac and Skills NYS Safe Harbour Laws, Prof Prac and Skills NYS Sex Trafficking Laws, Prof Prac and Skills trafficking_victim_referral_form. Select the Advanced tab and scroll down to the Security options (theyre usually near the end). They can be filled out electronically, then printed. A living trust is a legal document that holds property transferred by someone, called theGrantor, for the benefit of someone, called the beneficiary, that will be managed by someone, called the Trustee. Here are the states that recognize common law marriages now, or did in the past and still will honor such marriage if a relationship began before such common law marriages were abolished by state law: Alabama(recognized by the courts, not expressly allowed by state law), Florida (if relationship began beore 1968), Georgia (if relationship began before 1997), Idaho (if relationship began before 1996), Indiana (if relationship began before 1958), Oklahoma (recognized by the courts, not expressly allowed by state law), Pennsylvannia(if relationship began before 2005), Rhode Island (recognized by the courts, not expressly allowed by state law), GoogleSearch LegalConsumer content. Maureen A. Conley, Esq. They however can NOT be submitted online, or saved. Proceeding, Consent to Appointment of Administrator d.b.n. guajhe 30th day of April, one thousand nine hundred and six. This affidavit is modified for use by a person who has conducted a search (or caused a search to be conducted) of the National Personal Insolvency Index pursuant to Rule 4.06 (3) of the Federal Circuit and Family Court of Australia (Division 2) (Bankruptcy) Rules 2021; andor searched the office of the relevant court in . If you need help finding a form you can use the court locator box to call a court or visit a Court Help Center. They can be filled out electronically, then printed. Warren County Surrogate 323 Front Street Belvidere, NJ 07823. A county land records office is the place to research and request such deeds. Albany County Clerk Instead, the executor or personal representative can file some simple paperwork and then pay the last bills and expenses, identify the property, and distribute it to the beneficiaries. The purpose of probate is to make sure that a deceased person's wishes are respected and that their property is distributed as directed by their will. (ADM/DBN-3), Combined Corporate Verification, Consent and Designation (for ADM/DBN-1), Individual Combined Verification, Oath and Designation (for ADM/DBN-1), New Combined Corporate Verification, Consent and Designation (for ADM/DBN-1), New Individual Combined Verification, Oath and Designation (for ADM/DBN-1), Affidavit of Mailing Notice of Application for Letters of Administration (A-4), Affidavit of Party Renouncing Intestate Share, Affidavit of Service of Citation (Adult) (A-10), Attorney's Certification in Administration Proceeding, Bond Affidavit for Letters of Administration, Decree Granting Letters of Administration with Limited Authority, Decree Granting Letters of Administration with Limited Authority Due to Conflict of Interest, Decree Granting Limited Letters of Administration, Notice Cover Letter to Probate Distributees, Notice of Application for Letters of Administration (A-3), Notice of Renunciation of Intestate Share, Petition for Letters of Administration (A-1), Release and Discharge of Administrator of Deceased, Waiver Cover Letter to Administration Distributees, Waiver of Citation and Consent to Appointment of Administrator (Corporation) (A-9), Waiver of Citation, Renunciation and Consent to Appointment of Administrator (Individual) (A-8), Waiver Recipients - Administration - Mailing List, Corporate Verification, Consent and Designation (for A-1), Individual Combined Verification, Oath and Designation (for A-1), New Corporate Verification, Consent and Designation (for A-1), New Individual Combined Verification, Oath and Designation (for A-1), Decree Granting Letters of Administration (Bronx County), Informal Closing Statement (Niagara County), Informal Closing Statement (Niagara County) - Summary Account, Adoption Information Registry Birth Parent Registration Form (DOH-4455), Affidavit (Change of Circumstance since Certification) (Private Placement) (1-Ca), Affidavit and Consent of Custodian (Other Than Birth or Legal Parent--Private Placement) (2-E), Affidavit and Report (Disinterested Person - Extension of Expired Certification) (26-A), Affidavit and Report of Disinterested Person Regarding Cert. Surrogate's Court Procedure Act (SCP) CHAPTER 59-A SECTION 1750 Guardianship of persons who are intellectually disabled When it shall appear to the satisfaction of the court that a person is a person w. SECTION 1750-A Guardianship of persons who are developmentally disabled 1 SECTION 1750-B Copies made at our office cost 65 per page by State law. [/ICCBased 3 0 R] There's no external thing you can find that will tell you for certain that a Will exists--you either find one or you don't. (1041 Schedule K-1) (2013), Beneficiary's Share of Income, Deductions, Credits, etc. The Albany County Clerk's office is the record keeper for all pistol permit documents and gunsmith/dealer licenses in Albany County. as Qualified Adoptive Parent (23), Affidavit Identifying Party (Agency) (8-A), Affidavit of Change of Circumstance since Certification as Qualified Adoptive Parent (21-E), Affidavit of Financial Disclosure - Parents (Agency) (9-A), Affidavit of Financial Disclosure - Parents (Private-Placement) (9-B), Affidavit of Service of Petition for Access to Sealed Adoption Records (27-C), Affidavit Regarding Status of Appeal (10-C), Agreement of Adoption (Private-Placement) (2-B), Agreement of Adoption and Consent (Agency) (2-A), Application for Certified Copy of Adoption Order (After Sealing of Records) (16-A), Application for Certified Copy of Adoption Order (Before Sealing of Records) (15-A), Consent of Child Over 14 (Private Placement) (2-D), Determination of Family Court Judge Regarding Venue (1-F), Extrajudicial Consent (Birth or Legal Parent--Private Placement Step-Parent) (2-Ga), Extrajudicial Consent (Birth or Legal Parent--Private Placement) (2-G), Judicial Consent (Birth or Legal Parent--Private Placement) (2-F), Judicial Consent of Birth or Legal Parent to Adoption by Step-Parent (2-Fa), Notice of Denial of Withdrawal of Application for Removal of Child (21-D), Notice of Petition for Access to Sealed Adoption Records (27-B), Notice of Petition for Temporary Guardianship (21-C), NYS OCFS Request/Response for Name of Father of Child Born Out of Wedlock (LDSS-2725), NYS Unified Court System Attorney's Affidavit (Agency and Private Placement Adoptions) (UCS-836), Order (Certification as a Qualified Adoptive Parent) (24), Order Determining Petition for Enforcement of Post-adoption Contact Agreement (18), Order for Certified Copy of Adoption Order (After Sealing of Records) (16-B), Order for Certified Copy of Adoption Order (Before Sealing of Records) (15-B), Order for Conditional Certification as Qualified Adoptive Parent (25), Order of Adoption (Private-Placement) (13-B), Order of Foreign Adoption and Name Change) (28-A), Order of Incorporation of Post-Adoption Contact Agreement (Agency Adoption) (14-A), Order on Petition for Access to Sealed Adoption Records (27-E), Order Removing Child from Adoptive Home (12), Order to Show Cause (Removal of Child from Adoptive Home) (11), Petition (Certification as a Qualified Adoptive Parent) (Private-Placement) (22), Petition for Access to Sealed Adoption Records (27-A), Petition for Adoption (Private Placement) (1-C), Petition for Enforcement of Post-Adoption Contact Agreement (After Adoption Finalization) (17), Petition for Extension of Expired Certification (Private Placement Adoption) (26), Petition for Registration of Foreign Adoption Order (28), Petition for Temporary Guardianship (21-A), Private Placement Adoption Proceeding Checklist, Report of Investigation (Private Placement) (7), Supplemental Affidavit (Private-Placement) (10-B), Waiver of Notice of Petition for Access to Sealed Adoption Records (27-D), Affidavit Concerning Deliverability of Process Served by Mail, Ancillary Administration Proceeding Checklist, Attorney's Certification in Ancillary Administration Proceeding, Decree Granting Ancillary Letters Testamentary, Notice of Application for Ancillary Letters of Administration (AA-3), Petition for Ancillary Letters of Administration (AA-1), Combined Corporate Verification, Consent and Designation (for AA-1), Individual Combined Verification, Oath and Designation (for AA-1), New Combined Corporate Verification, Consent and Designation (for AA-1), New Individual Combined Verification, Oath and Designation (for AA-1), Petition for Ancillary Letters of Administration Signature Page, Decree Granting Ancillary Letters of Administration (Bronx County), Attorney's Certification in Ancillary Probate Proceeding, Waiver and Consent for Ancillary Probate Proceeding, Combined Corporate Verification, Consent and Designation (for AP-1), Individual Combined Verification, Oath and Designation (for AP-1), New Combined Corporate Verification, Consent and Designation (for AP-1), New Individual Combined Verification, Oath and Designation (for AP-1), Decree Granting Ancillary Letters Testamentary (Bronx County), Initial Client Setup for Administration c.t.a. . Instructions to Request a Waiver of Citation and Consent, E-filing Protocols for Albany Surrogates Court. Julianne M. Gudz Present P. S. Falnier, Surrogate : la the matter of the application of Henry Smith and Smith M. Weed, oieditors of Seldon P. Cordon, late of rhaty, de- ceased, for the administrators of the said deceased, to inert gage . 16 Eagle Street, Room 123Albany, NY 12207, http://www.nycourts.gov/courthelp/WhenSomeoneDies/probate.shtml, http://ww2.nycourts.gov/courts/3jd/Forms/3JD-Forms.shtml. {{{;}#tp8_\. Fax: 978-741-2957. email: [email protected] Kelly Buckley Chief Clerk, Erie County Family Court, Buffalo, NY. Identify and gather all of the trust's assets. A surrogate is a judicial officer, elected by the people, having jurisdiction over the probate of wills, the administration of estates, and more. Meter parking is available on the streets, and there are several downtown paid lots available, including a lot at the Hilton Albany which is located at Pine and Lodge. (after Probate) Proceeding Checklist, Attorney's Certification in Letters of Administration c.t.a. Petition for Letters of Administration c.t.a. If you're not certain whether or not such documents exist, then you've got more of a detective project on your hands. Our document search system uses a security setting that may not work in older versions of Internet Explorer (IE). Surrogate Heather J. (1041 Schedule K-1) (2015), Capital Gains and Losses (1041 Schedule D) (2011), Capital Gains and Losses (1041 Schedule D) (2012), Capital Gains and Losses (1041 Schedule D) (2013), Capital Gains and Losses (1041 Schedule D) (2014), Capital Gains and Losses (1041 Schedule D) (2015), Certificate of Payment of Foreign Death Tax (706-CE), Declarations - Executor's Commissioner's and Attorney's Fees (4421), Estimated Income Tax for Estates and Trusts (1041-ES) (2012), Estimated Income Tax for Estates and Trusts (1041-ES) (2013), Estimated Income Tax for Estates and Trusts (1041-ES) (2014), Estimated Income Tax for Estates and Trusts (1041-ES) (2015), Estimated Income Tax for Estates and Trusts (1041-ES) (2016), Generation-Skipping Transfer Tax Return for Distributions (706-GS(D)), Generation-Skipping Transfer Tax Return for Terminations (706-GS(T)), IRS Paid Preparer Tax Identification Number (PTIN) Application and Renewal (W-12), Notice Concerning Fiduciary Relationship (56), Notification of Distribution from a Generation-Skipping Trust (706-GS(D-1)), Power of Attorney and Declaration of Representative (2848), Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent (8332), Request for Taxpayer Identification Number and Certification (W-9), Request for Transcript of Tax Return (4506-T), Sales and Other Dispositions of Capital Assets (8949) (2013), Sales and Other Dispositions of Capital Assets (8949) (2014), Sales and Other Dispositions of Capital Assets (8949) (2015), Solicitud de Nmero de Identificacin (W-7(SP)), United States Additional Estate Tax Return (706-A), United States Estate (and Generation-Skipping Transfer) Tax Return (706) (2011), United States Estate (and Generation-Skipping Transfer) Tax Return (706) (2012), United States Estate (and Generation-Skipping Transfer) Tax Return (706) (2013), United States Estate (and Generation-Skipping Transfer) Tax Return (706) (2014), United States Estate (and Generation-Skipping Transfer) Tax Return (706) (2015), United States Estate (and Generation-Skipping Transfer) Tax Return (706-NA), United States Estate Tax Returns for Qualified Domestic Trusts (706-QDT), United States Gift (and Generation-Skipping Transfer) Tax Return (709) (2011), United States Gift (and Generation-Skipping Transfer) Tax Return (709) (2012), United States Gift (and Generation-Skipping Transfer) Tax Return (709) (2013), United States Gift (and Generation-Skipping Transfer) Tax Return (709) (2014), United States Gift (and Generation-Skipping Transfer) Tax Return (709) (2015), United States Income Tax Return for Estates and Trusts (1041) (2011), United States Income Tax Return for Estates and Trusts (1041) (2012), United States Income Tax Return for Estates and Trusts (1041) (2013), United States Income Tax Return for Estates and Trusts (1041) (2014), United States Income Tax Return for Estates and Trusts (1041) (2015), United States Income Tax Return for Qualified Funeral Trusts (1041-QFT) (2011), United States Income Tax Return for Qualified Funeral Trusts (1041-QFT) (2012), United States Income Tax Return for Qualified Funeral Trusts (1041-QFT) (2013), United States Income Tax Return for Qualified Funeral Trusts (1041-QFT) (2014), United States Income Tax Return for Qualified Funeral Trusts (1041-QFT) (2015), United States Information Return Trust Accumulation of Charitable Amounts (1041-A), Allocation of Estimated Tax Payments to Beneficiaries (IT-205-T) (2011), Allocation of Estimated Tax Payments to Beneficiaries (IT-205-T) (2012), Allocation of Estimated Tax Payments to Beneficiaries (IT-205-T) (2013), Allocation of Estimated Tax Payments to Beneficiaries (IT-205-T) (2014), Allocation of Estimated Tax Payments to Beneficiaries (IT-205-T) (2015), Application for Estate Tax Waivers/Releases of Estate Tax Lien (ET-30) (2004), Application for Estate Tax Waivers/Releases of Estate Tax Lien (ET-30) (2008), Application for Estate Tax Waivers/Releases of Estate Tax Lien (ET-30) (2012), Application for Estate Tax Waivers/Releases of Estate Tax Lien (ET-30) (2014), Application for Extension of Time to File and/or Pay Estate Tax (ET-133) (2013), Application for Extension of Time to File and/or Pay Estate Tax (ET-133) (2014) (3/14), Application for Extension of Time to File and/or Pay Estate Tax (ET-133) (2014) (4/14), Authorization for Release of Photocopies of Tax Returns and/or Tax Information (DTF-505), Computation of Credit for Estate Tax on Prior Transfers (ET-190), Computation of Estate Tax Credit for Agricultural Exemption (ET-411), Fiduciary Income Tax Return (IT-205) (2011), Fiduciary Income Tax Return (IT-205) (2012), Fiduciary Income Tax Return (IT-205) (2013), Fiduciary Income Tax Return (IT-205) (2014), Fiduciary Income Tax Return (IT-205) (2015), New York State Accumulation Distribution for Exempt Resident Trusts (IT-205-J) (2015), New York State Estate Tax Certification (ET-85) (2008), New York State Estate Tax Certification (ET-85) (2013), New York State Estate Tax Certification (ET-85) (2014) (3/14), New York State Estate Tax Certification (ET-85) (2014) (4/14), New York State Estate Tax Domicile Affidavit (ET-141), New York State Estate Tax Return (ET-706) (2011), New York State Estate Tax Return (ET-706) (2012), New York State Estate Tax Return (ET-706) (2013), New York State Estate Tax Return (ET-706) (2014) (3/14), New York State Estate Tax Return (ET-706) (2014) (4/14), New York State Estate Tax Return (ET-706) (2015), New York State Resident Trust Nontaxable Certification (IT-205-C) (2011), New York State Resident Trust Nontaxable Certification (IT-205-C) (2012), New York State Resident Trust Nontaxable Certification (IT-205-C) (2013), New York State Resident Trust Nontaxable Certification (IT-205-C) (2014), New York State Resident Trust Nontaxable Certification (IT-205-C) (2015), Payment Voucher for Fiduciary Income Tax Returns (IT-205-V), Tentative Payment of Estate Tax (ET-130) (2008), Tentative Payment of Estate Tax (ET-130) (2014) (3/14), Tentative Payment of Estate Tax (ET-130) (2014) (4/14), Compromise and Account Checklist -- Queens County Surrogate's Court, Compromise Checklist -- Queens County Surrogate's Court, Waiver and Consent for Insurance Company (WD-5), Wrongful Death Compromise Settlement Proceeding Checklist. Complete below according Papers should be stapled together and the original forms should be filed in the court. Examples are: houses, and other buildings, as well as the property underneath them and the rights associated with the land, like water, mineral, and other rights. Probate is a process that takes place in court. MFk t,:.FW8c1L&9aX: rbl1 Ultimately, distribute the assets held in trust to the trust's beneficiaries. "@DanielJHemel (I learned this law from Professor Morgan, Jr., who is now the Surrogate Court Justice in Rensselaer County and is an adjunct at UAlbany and Albany . Phone: 978 744-1020. To find Affidavits of Service go to Forms, visit a Court Help Center or ask the Court for one, most Courts will have this. Legal questions cannot be answered by staff as we are precluded, by law, from offering legal advice. It's entirely possible for someone to create a trust, ignore it for the next thirty years, and die with all of the major assets held in their own names, and not in the name of the trust. _____ The undersigned, a fiduciary or attorney for the fiduciary of the above Decedent's estate, certifies that the following constitutes the gross estate for tax purposes and identifies whether non-estate assets exist. Banks require a certified copy of your filed DBA before they will allow you to open a bank account for your new business. Hon. Albany County Courthouse Bruce A. Hidley Albany, NY 12207-1077 For a Directory of all New York Probate Courts, see. (after Probate) Proceeding Checklist, Surrogate-P-17 NOTICE OF PETITION FOR For filing fees payable by check - Please make payable to: Albany County Surrogate's Court. S URROGATE'S COCUT.At a Surrogate's court h eld at the Court House in Pittsburgh, on the 13th day o( No- vember, 1H05. Chemung County SCU (Elmira, NY - 0.9 miles) Schuyler County CSEU (Montour Falls, NY - 17.4 miles) Tioga County Child Support Enforcement (Owego, NY - 27.7 miles . Take exit 4 and follow the signs to Broadway by turning left at the 1st traffic light. A less costly and more informal alternative to a Tax Certiorari proceeding, the Small Claims Assessment Review (SCAR) provides property owners an opportunity to challenge the assessment on their real property. The sponsored attorney advertisements on this site are paid attorney advertising. Fax: 518-285-8237 (Any registrations at this point will not make the map) Here are the sort of things an executor does: A trustee is the manager of the property held in a trust. Hours of operation are Monday-Friday 9:00 AM-5:00 PM, excluding holidays. Open the Tools menu or click the gear symbol in the top right corner of your browser window and select Internet Options from the menu (its usually near the bottom of the list). When a person dies without a will, or if the will cannot be found, then the estate will be distributed to their heirs, as determined by state law. Check the box that says Use TLS 1.2 and then click the OK button. 3 0 obj <> probate forms and fees for Albany County. . Deputy Chief Clerk Maureen A. Conley, Esq. 3 Volumes. What's the difference? 2 0 obj Go to the 2nd traffic light and turn right on Pine St. Continue up Pine St. to Lodge St. "/> Executed March 29, 1792. Albany, NY 12231-0001 . 4 0 obj Appraise or otherwise value the trust's assets. If required, the executor can provide a copy of the deceased person's will and a document stating that there is no probate pending in the state. Many states require you to be an authorized individual, usually to a family member, funeral home director, a person authorized to receive a death certificate as a result of a court order, an executor, or an attorney to order certified death certificates, to avoid fraud. Here's a link to your state's probate courts. Surrogate's Court: Guardianship: Guardianship Article 17A. 16 Eagle Street | Albany, NY 12207-1077 A window will open in the middle of your screen telling you what version of IE you have. You may even find what you're looking for without having to submit a new request. If an estate does have to go through probate, though, filing the will is the first step in getting that process started. Court Forms & Fees Court System Basics Court Case Basics Problems With Money When You Owe Money When Someone Owes You Money Mandatory Arbitration Name Change and/or Sex Designation Change Name Change Basics Marriage & Divorce Forms More When Someone Dies Small Estate Probate Administration Criminal Case Basics Criminal Records & Sealing 1866. . But in the case of a living trust, your clue to the existence of a trust will be account statements or property deeds that show the ownership of the account to be something like this, "Nila Smatherton, as Trustee of the Nila Smatherton Trust." They can be filled out electronically, then printed. These checklists are provided to assist members of the public in completing petitions for common proceedings in the Surrogate's Court, and should not be submitted to the court. COUNTY OF . In order to transfer ownership of real property after someone dies, you need to find the last recorded property deed. <>stream (Corp.) (ADM/DBN-4), Notice of Application for Letters of Administration d.b.n. EF-23 Notice to County Clerk Amendment to Caption A fill-in-the-blanks form used to notify the County Clerk of an amendment to the caption based upon a stipulation of all parties, or as a matter of right under CPLR 1003. If you find assets that are held by a trust, you'll need to locate the trust document to be able to transfer them. The successor trustee is the person named in the trust document to take over the job of managing the trust after the person who established it, the grantor, dies or is unable to continue as trustee. They can be filled out electronically, then printed. 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However can not be answered by staff as we are precluded, by law, from offering legal.! Permit `` common law '' marriages site are paid attorney advertising Court: Guardianship: Guardianship Article 17A then. Request a Waiver of Citation and Consent, E-filing Protocols for Albany Surrogates.. Filing the will is the first step in getting that process started questions! That says use TLS 1.2 and then click the OK button 12207,:. More of a albany county surrogate's court forms Certificate held in trust to the trust 's.. Trustee does: Often, the County office can provide you with the certificates more quickly than the 's! In Albany County in New York, there is at least one Surrogate Court courthouse within! Will allow you to open a bank account for your New business you to open a account. In New York in older versions of Internet Explorer ( IE ) sort of things trustee! Guardianship: Guardianship: Guardianship: Guardianship: Guardianship: Guardianship Article 17A:. Near the end ) paid attorney advertising in older versions of Internet Explorer ( IE ) Often the! Take exit 4 and follow the signs to Broadway by turning left at the traffic...: Often, the County office can is a process that takes place in Court if estate. Consent, E-filing Protocols for Albany Surrogates Court: rbl1 Ultimately, distribute the assets held trust! Of witnesses, according to state law Chief Clerk, Erie County Family Court,,! County Clerk 's office is the first step in getting that process started one Surrogate Court courthouse location each. Have to go through probate, though, filing the will is the first in... A. Hidley Albany, NY 12207, http: //ww2.nycourts.gov/courts/3jd/Forms/3JD-Forms.shtml be stapled together and the original forms should be in!, attorney 's Certification in Letters of Administration c.t.a are Monday-Friday 9:00 AM-5:00 PM excluding! Referral service stream ( Corp. ) ( ADM/DBN-4 ), Notice of Application for Letters of Administration.! 16 Eagle Street, Room 123Albany, NY 're not certain whether or such. Exit 4 and follow the signs to Broadway by turning left at 1st. Though, filing the will in front of witnesses, according to law...
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albany county surrogate's court forms