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Stepping into the intricate process of estate management and probate can often seem overwhelming for individuals navigating the aftermath of a loved one’s passing. In Michigan, the PC 558 form represents a crucial document for those embarking on this journey. This comprehensive form is officially titled "Application for Informal Probate and/or Appointment of Personal Representative (Testate/Intestate)," making it central to initiating the probate process for both wills (testate) and estates without a will (intestate). It serves as the petitioner’s formal request to the Michigan probate court, seeking the informal probate of a decedent’s estate, and/or the appointment of a personal representative to oversee the estate's affairs. The form requires detailed information about the decedent, including their personal details, information on their death, and a listing of known heirs, along with their relationships and potential legal representatives. It asks the applicant to affirm the existence (or lack thereof) of a will, propose the appointment of a personal representative, and provide testament to the validity and execution of the will, if applicable. By meticulously presenting a clear overview of the decedent’s estate and proposed administrative steps, the PC 558 form is instrumental in securing a smooth initiation into the probate process, aimed at legitimizing someone’s authority to manage, and eventually distribute, the estate in accordance with Michigan law.

Preview - Michigan Pc 558 Form

In the matter of First, middle, and last name Petitioner’s name, address and telephone no.

 

 

 

JIS Code: IPA

 

STATE OF MICHIGAN

APPLICATION FOR INFORMAL PROBATE

CASE NO. and JUDGE

 

 

PROBATE COURT

 

 

 

COUNTY

AND/OR APPOINTMENT OF PERSONAL

 

 

 

 

REPRESENTATIVE (TESTATE/INTESTATE)

 

 

 

 

 

 

 

Court address

 

Court telephone no.

 

 

 

 

 

 

 

 

 

 

 

Petitioner’s attorney, bar no., address, and telephone no.

1.

I,

 

 

 

 

 

 

, am interested in the estate and make this application as

Name of applicant

 

 

 

 

 

 

 

 

 

.

 

 

 

 

 

 

 

 

Relationship to decedent, i.e., heir, devisee, child, spouse, creditor, beneficiary, etc.

 

Put last 4 digits of SSN in

2.

Decedent information:

Put DOB in Ref. No.

row 1 on MC 97.

XXX-XX- Ref. No. row 2 on MC 97.

 

 

 

Date of death

 

Time (if known)

 

 

Date of birth

 

Last four digits of SSN

 

 

Domicile (at date of death):

 

 

 

 

 

 

 

 

 

 

City/Township/Village

 

 

 

 

County

 

 

State

3. A death certificate has been issued, and a copy accompanies this application as a separate document.

No death certificate is available. Attached is alternative documentation of the decedent’s death.

4.As far as I know or could ascertain with reasonable diligence, the names and addresses of the spouse, children, devisees, and heirs of the decedent, and other interested persons, the relationship to the decedent, and the ages of any who are minors are:

(Required testimony forms are attached.)

NAME

 

ADDRESS

 

RELATIONSHIP*

AGE

 

 

(if minor)**

 

 

 

 

 

 

 

Street address

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

State

Zip

 

 

 

 

 

 

 

 

 

Street address

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

State

Zip

 

 

 

 

 

 

 

 

 

Street address

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

State

Zip

 

 

 

 

 

 

 

 

 

Street address

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

State

Zip

 

 

 

 

 

 

 

 

*Specify spouse, child, devisee, or heir.

**If person is a minor, provide the date of birth on form MC 97a and put the Ref. No. from that form in the box above with the age.

Approved, SCAO

Form PC 558, Rev. 5/21

MCL 700.1309, MCL 700.3301, MCL 700.3311, MCL 700.3614, MCR 5.302,

MCR 5.309

Page 1 of 3

Application for Informal Probate and/or Appointment of Personal Representative  (5/21) 

Case No.

Page 2 of 3

 

4.(continued)

Of the interested persons listed above, the following are under legal disability or otherwise represented and presently have or will require representation:

NAME

LEGAL DISABILITY

REPRESENTED BY

Name, address, and capacity

5. a. Venue is proper in this county because the decedent was domiciled in this county on the date of death.

b. The decedent was not domiciled in Michigan, but venue is proper in this county because property of the decedent was located in this county at the date of death.

6. a. The decedent died intestate and after exercising reasonable diligence, I am unaware of any unrevoked testamentary instrument relating to property located in this state as defined under MCL 700.1301.

b. I am aware of an unrevoked testamentary instrument relating to property located in this state as defined under MCL700.1301, but the instrument is not being probated because (if this statement is true, the probate register must deny this

application according to MCL 700.3311):

The instrument    is attached to this application.    is already in the court’s possession.

c. The decedent’s will, dated

 

 

, with codicil(s) dated

 

 

,

is/are offered for probate and   

is/are attached to this application. 

is/are already in the court’s

 

 

possession.

 

 

 

 

 

 

 

d. An authenticated copy of the will and codicil(s), if any, probated in

 

 

 

County,

State

is/are offered for probate, and documents establishing its probate are attached to this application.

7.To the best of my knowledge, I believe that the instrument(s) subject to this application, if any, was/were validly executed and is the decedent’s last will. After exercising reasonable diligence, I am unaware of an instrument revoking the will or codicil(s).

8.

A personal representative has been previously appointed in

 

County,

 

 

and the appointment has not been terminated. The personal

representative’s name and address are: State

 

 

 

 

 

 

 

 

 

 

 

 

 

Name

 

Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

State

 

Zip

9.

I nominate

 

 

as personal representative, who is qualified and has the following

Name

 

priority for appointment:

 

 

 

. His/her address is:

 

 

 

 

 

 

 

 

Address

 

 

 

 

 

 

 

 

 

 

 

 

 

.

 

City

 

State

 

Zip

 

10. Other persons have prior or equal right to appointment as personal representative. They are:

Name

Name

Name

Name

Suitable renunciations, nominations, and/or a Notice of Intent to Seek Informal Appointment and proof of its service have been or will be filed.

Application for Informal Probate and/or Appointment of Personal Representative  (5/21) 

Case No.

Page 3 of 3

 

11. The will expressly requests that the personal representative serve with bond.

12. A special personal representative is necessary because

.

I REQUEST:

13. Informal probate of the will.

14. Informal appointment of the nominated personal representative    with  without    bond.

15. The appointment of a special personal representative pending the appointment of the nominated personal representative.

I declare under the penalties of perjury that this application has been examined by me and that its contents are true to the best of my information, knowledge, and belief.

Date

Applicant signature

Date

Attorney signature

Form Characteristics

Fact Name Description
Form Title Michigan PC 558 Form: Application for Informal Probate and/or Appointment of Personal Representative
Purpose Used to apply for the informal probate of a will and/or the appointment of a personal representative, either when an individual has died with a will (testate) or without a will (intestate).
Governing Laws MCL 700.1309, MCL 700.3301, MCL 700.3311, MCL 700.3614, MCR 5.302, MCR 5.309
Applicant Requirements The applicant must be an interested party in the estate, such as an heir, devisee, child, spouse, creditor, or beneficiary.
Decedent Information Includes details about the deceased, such as date of birth, date of death, last four digits of SSN, and domicile at the time of death.
Documentation A death certificate or alternative documentation of the decedent's death must be attached, along with any existing wills or testamentary instruments.
Venue for Filing Proper in the county where the decedent was domiciled at the date of death or, if not domiciled in Michigan, in a county where property of the decedent was located.
Nomination of Personal Representative The application may include the nomination of a personal representative and provide details on their qualification and priority for appointment.
Signature Requirement The application must be signed under the penalties of perjury by both the applicant and (if applicable) their attorney, certifying the truthfulness of the information provided.

Guidelines on Utilizing Michigan Pc 558

Before embarking on the task of filling out the Michigan PC 558 form, it's crucial to collect all the necessary information and documents related to the deceased's estate. This form is used for applying for informal probate and/or appointment of a personal representative, whether or not the deceased left a will. Accuracy and thoroughness are essential in completing this form, as it requires detailed personal, financial, and legal information. The process involves several steps, focusing on providing clear and precise details about the deceased, their estate, and the individuals involved in the probate process.

  1. Start by entering the full name (first, middle, last) of the deceased in the section titled "In the matter of".
  2. Fill in the petitioner's name, address, and telephone number as prompted.
  3. Specify the petitioner's relationship to the deceased, such as heir, spouse, creditor, or beneficiary, under "Name of applicant".
  4. Provide the last four digits of the Social Security Number (SSN) and the deceased's date of birth and date of death. If the time of death is known, include that as well.
  5. Indicate the deceased's domicile at the time of death, including the city/township/village, county, and state.
  6. Check the appropriate box to indicate whether a death certificate is attached or if alternative documentation is provided.
  7. List the names, addresses, relationships, and ages (if minors) of the spouse, children, devisees, heirs, and other interested persons. Attach required testimony forms.
  8. For anyone under a legal disability or represented by another, provide names, the nature of the disability, and the representative’s details.
  9. Establish the venue’s propriety by indicating the decedent’s domicile or property location at the time of death.
  10. State whether the decedent died intestate (without a will), or if there is a testamentary instrument (will) and its current custody status.
  11. Offer the will or codicils for probate, noting their execution date and whether they are attached or already in the court’s possession.
  12. If a personal representative has been previously appointed in another county or state, provide their name and address.
  13. Nominate a personal representative, including their name, address, and priority for appointment.
  14. Identify any other individuals with a prior or equal right to appointment. Include suitable renunciations, nominations, and proof of Notice of Intent to Seek Informal Appointment’s service.
  15. Mark whether the will expressly requires the personal representative to serve with bond.
  16. If needed, justify the necessity of appointing a special personal representative.
  17. Specify the nature of your request: informal probate of the will, informal appointment of the nominated personal representative with or without bond, or appointment of a special personal representative pending the appointment of the nominated one.
  18. Sign and date the application. If represented by an attorney, ensure their signature and date are also included.

After completing all the steps, review the application to ensure all information provided is accurate and truthful. Once submitted, the court will review the application and may request additional information or documentation as needed. The process of informal probate and appointment of a personal representative can be intricate, so providing complete and accurate information on the Michigan PC 558 form is crucial to avoid delays.

Crucial Points on This Form

What is the purpose of the Michigan PC 558 form?

The Michigan PC 558 form, also known as the Application for Informal Probate and/or Appointment of Personal Representative, serves a dual purpose. First, it is used to begin the informal probate process, facilitating the legal validation and execution of a deceased individual's will. This process ensures that the decedent’s assets are distributed according to their wishes. Second, the form is utilized for appointing a personal representative, also referred to as an executor, for the estate. This person is responsible for managing and settling the estate's affairs, ranging from paying off debts to distributing the assets among the rightful heirs. The form is an essential step in ensuring that the decedent's estate is handled efficiently and according to legal standards.

Who can file the Michigan PC 558 form?

Persons interested in the estate of a deceased individual, such as heirs, devisees, children, spouses, creditors, or beneficiaries, are eligible to file the Michigan PC 558 form. The applicant must have a vested interest in the estate’s outcome to make the application. This ensures that the estate is administered by someone with a direct connection to the decedent or a legitimate claim or interest in the estate, thus providing a personal stake in the proper management and distribution of the estate's assets.

What documents are needed alongside the Michigan PC 558 form?

When submitting the Michigan PC 558 form, several supplementary documents are required to ensure a comprehensive application. These include:

  1. A death certificate, to provide official proof of death, or alternative documentation if a death certificate is not available.
  2. Testimony forms indicating the names, addresses, relationships to the decedent, and ages of any minors among the spouse, children, devisees, and heirs, to establish who has a rightful claim or interest in the estate.
  3. If applicable, the decedent's will and any codicils, which outline the decedent’s wishes regarding asset distribution and personal representative appointment.
  4. Additional documents, such as renunciations, nominations, and a Notice of Intent to Seek Informal Appointment, if other individuals have a prior or equal right to appointment as personal representative.
These documents help paint a complete picture of the estate and its interested parties, facilitating a smoother probate process.

What happens after filing the Michigan PC 558 form?

Upon filing the Michigan PC 558 form and the necessary accompanying documentation, the probate court will review the application for completeness and compliance with Michigan law. If the application is in order, the court will proceed with the informal probate process. This includes the official appointment of a personal representative if one is requested and qualified per the submitted form. The appointed personal representative is then responsible for managing the estate, which involves inventorying assets, paying debts and taxes, and distributing the remaining assets to the rightful heirs, according to the decedent’s will or state law if there is no will. Throughout this process, the court may require the personal representative to report on their activities and decisions regarding estate management, ensuring transparency and accountability in the administration of the estate.

Common mistakes

Filling out the Michigan PC 558 form, known as the Application for Informal Probate and/or Appointment of Personal Representative, is an essential step in managing the estate of someone who has passed away in Michigan. However, it's not uncommon for applicants to make errors during this process. These mistakes can lead to delays or complications in the probate process, affecting the timely distribution of the decedent's estate.

One common mistake is not providing a death certificate or alternative proof of death, as required in section 3. Applicants either forget to attach this crucial document or believe that it's unnecessary. The absence of this documentation can halt the process, as it is vital for verifying the decedent's death.

Another error involves incomplete or inaccurate information regarding the decedent's spouse, children, heirs, and other interested persons, as outlined in section 4. Failing to thoroughly research and list all potential interested parties, along with their correct addresses and relationship to the decedent, can lead to significant delays. This oversight may also result in certain heirs being inadvertently omitted from the probate process, potentially leading to disputes or legal challenges.

Moreover, applicants often misunderstand the sections concerning the decedent's will, such as sections 6 and 7. Some may claim unawareness of an existing testamentary instrument or mistakenly believe that a will does not need to be probated if it is not located within the state. This misunderstanding can complicate matters, especially if a will surfaces later in the process, challenging the initial application submitted.

The nomination of a personal representative, as covered in sections 9 and 10, is another area prone to mistakes. Applicants sometimes nominate individuals without confirming their willingness or legal ability to serve. Additionally, failing to acknowledge others with prior or equal rights to appointment without obtaining the necessary renunciations can invalidate the nomination. This oversight can lead to disputes among potential personal representatives and delay the probate proceedings.

Lastly, not specifying whether the appointed personal representative should serve with or without bond – as indicated in section 14 – is a common oversight. This decision impacts the level of oversight and responsibility imposed on the personal representative, affecting the security of the estate's assets.

Understanding and accurately filling out the Michigan PC 558 form is crucial for a smooth probate process. By avoiding these common mistakes, applicants can help ensure the deceased's wishes are honored, and their estate is distributed efficiently and fairly among the rightful heirs.

Documents used along the form

The Michigan PC 558 form, essential for initiating the informal probate process or for appointing a personal representative for an estate, works in concert with a suite of supplementary forms and documents each fulfilling a critical role in the comprehensive estate administration procedure. These forms ensure legal compliance, thorough documentation, and informed decision-making by the probate court. Here's an outline of commonly associated documents:

  1. Death Certificate: Verifies the death of the decedent, including the date and place of death, a foundational document for the probate process.
  2. MC 97 (Social Security Number Affidavit): Provides a secure way to furnish the decedent’s social security number, necessary for handling financial aspects of the estate.
  3. Testimony to Identify Heirs (PC 565): Identifies all potential heirs to the estate, crucial for distributing the assets according to law or the will’s directives.
  4. Application for Assignment (PC 556): Requests the distribution of the decedent’s estate under $15,000, subject to Michigan laws governing small estates.
  5. Notice of Informal Probate (PC 557): Notifies interested parties that an application for informal probate has been filed, supporting transparency in the process.
  6. Proof of Service (PC 564): Documents the notification of estate proceedings to concerned parties, ensuring all have the opportunity to participate or contest.
  7. Inventory (PC 577): Lists assets of the estate, providing a basis for tax assessments and equitable distribution among heirs or creditors.
  8. Renunciation of Right to Appointment, Nomination of Personal Representative (PC 569): Allows an heir or interested party to decline or endorse the appointment of a particular personal representative, influencing the administration of the estate.
  9. Acceptance of Appointment (PC 571): Records the personal representative’s agreement to manage the estate, a commitment to fulfill the duties required in the role.

Handling estate matters requires careful attention to legal processes and detailed documentation. Executors, heirs, and legal professionals rely on these forms to navigate the complexities of probate, ensuring the decedent’s will is executed correctly, taxes and debts are settled, and the estate is distributed according to legal standards. Properly completed and submitted in conjunction with the Michigan PC 558 form, each document plays a pivotal part in securing an orderly transition of the decedent’s assets to the living, honoring final wishes, and maintaining legal integrity throughout the estate resolution process.

Similar forms

  • The Application for Determination of Heirship is similar to the Michigan PC 558 form in that both are utilized within probate proceedings. The Application for Determination of Heirship is needed when a decedent dies intestate (without a will), and it seeks to legally establish who the heirs are. Similar to the PC 558 form, it involves gathering and presenting information about the decedent's relatives and potential heirs to the court.

  • The Petition for Letters of Administration bears resemblance to the PC 558 form because both are used to request the appointment of an administrator or personal representative for a decedent's estate. The Petition for Letters of Administration typically comes into play in intestate cases where there is no will, and the court needs to appoint someone to manage and distribute the estate according to state laws.

  • A Last Will and Testament, while a distinctly different document, shares a crucial connection with the PC 558 form, specifically in sections that deal with the decedent's will. When an individual dies testate (with a will), the will outlines the decedent's wishes regarding the distribution of their estate and the appointment of a personal representative, who is named in the PC 558 form for formal court approval.

  • The Notice of Probate Application is another document related to the PC 558 form. While the PC 558 itself serves as an application for informal probate and/or appointment of a personal representative, the Notice of Probate Application is typically filed to inform interested parties about the probate application. This notice requirement ensures that heirs, legatees, and other interested individuals are informed and have the opportunity to object or participate in the proceedings.

  • Finally, the Request for Issuance of Letters shares similarities with the Michigan PC 558 form in its application for the official document granted by the court—letters testamentary for executors or letters of administration for administrators. These letters authorize the individual to act on behalf of the estate. Like the PC 558, this request is crucial for moving forward with estate administration, whether the decedent had a will or not.

Dos and Don'ts

When filling out the Michigan PC 558 form, there are specific dos and don'ts that applicants should be mindful of to ensure the process goes smoothly. This guide aims to help individuals traverse the path of filling out the application for informal probate and/or appointment of personal representative with minimal complications.

What You Should Do:

  1. Ensure that all personal information is accurate and complete, including the first, middle, and last name of the decedent, as well as your relationship to them. Misinformation can cause delays.
  2. In Section 2, provide the decedent's date of birth and the last four digits of their Social Security Number accurately. This information is crucial for the identification of the decedent.
  3. If a death certificate is available, remember to attach a copy to the application as indicated. This document is essential for verifying the decedent's death.
  4. For sections requiring the details of the spouse, children, devisees, heirs, and other interested persons, be thorough. Include their names, addresses, relationships to the decedent, and their ages if they are minors. Incomplete information can delay proceedings.
  5. Confirm venue appropriateness based on the decedent's place of domicile at the time of death or location of the decedent’s property. This ensures that the application is filed in the correct county.
  6. Sign and date the application. A signature is a declaration under the penalties of perjury that the information provided in the application is true and accurate to the best of your knowledge.

What You Shouldn't Do:

  1. Do not leave any fields blank. If a section does not apply to your situation, it is better to write "N/A" than to leave it empty. Blank sections may lead to unnecessary queries.
  2. Avoid guessing information. If you're unsure about specific details, it's better to verify them first. Incorrect information can lead to rejected applications.
  3. Do not forget to attach required documents, such as the death certificate or alternative documentation of the decedent’s death, and any known testamentary documents. These are crucial for validating your application.
  4. Refrain from submitting the application without reviewing it for errors. Mistakes can delay the process and require additional time to correct.
  5. Don't disregard the need for testimony forms where required. These forms are essential for validating the information of interested persons.
  6. Avoid nominating a personal representative without confirming their willingness and ability to serve. This includes ensuring they meet the qualifications and agree to their nomination.

Adhering to these guidelines can make the process of completing the Michigan PC 558 form more efficient and reduce the potential for errors or delays. It's always advisable to consult with a legal professional if you encounter any uncertainties while filling out this application.

Misconceptions

When dealing with the Michigan PC 558 form, also known as the Application for Informal Probate and/or Appointment of Personal Representative, it's easy to stumble upon misinformation or misunderstand its parts. Let's clear up some common misconceptions about this form.

  • It's only for when there's a will. Many people mistakenly believe the PC 558 form is solely for estate situations where a will exists. However, it's actually utilized whether the deceased left a will (testate) or did not leave one (intestate). The form facilitates the appointment of a personal representative to manage the decedent's estate in either scenario.

  • It automatically grants probate authority. Filling out and submitting this form does not instantaneously provide the authority to act as a personal representative. The court reviews the application and, if everything is in order, grants the authority formally through issuing letters of authority.

  • A death certificate must always accompany it. While a death certificate often accompanies the form, alternatives exist if the certificate is unavailable. In such cases, alternative documentation proving the death is acceptable.

  • The process is complicated and lengthy. While it's true that probate can be complex, the PC 558 form is designed for an informal process meant to simplify and expedite proceedings when possible. Understanding the form's requirements and prepping your documents accordingly can streamline the process significantly.

  • Legal representation is mandatory. Applicants are not required to have an attorney to file this form. While legal advice can be invaluable, especially in complex estates or if disputes are anticipated, the state does not mandate legal representation for this process.

  • The same form is used in every county within Michigan. Yes, the PC 558 form is standardized for use across Michigan. However, local court rules and procedures can vary slightly. It’s encouraged to check with the specific court where you're filing for any local requirements or variations in the process.

  • All heirs need to sign the form. The application requires information about the decedent's heirs and other interested parties, but only the individual applying for the role of personal representative needs to sign the form. However, supporting documents, including consents and renunciations from certain heirs, may be necessary depending on the estate’s circumstances.

Correcting these misunderstandings can assist individuals navigating the probate process with more confidence and ensure a smoother progression through the necessary legal steps following a loved one's passing.

Key takeaways

Filling out and using the Michigan PC 558 form, which is an application for informal probate and/or appointment of a personal representative (testate/intestate), requires attention to detail and an understanding of its significance. To ensure that individuals complete this form with the necessary awareness and precision, here are five key takeaways:

  • Comprehension of Applicant’s Status: When filling out this form, it's crucial for the applicant to accurately indicate their relationship to the decedent and their interest in the estate. This form serves various parties including heirs, spouses, creditors, or beneficiaries, each with differing rights and obligations.
  • Documentation of Decedent’s Details: Essential information about the decedent, including their date of death, domicile at the time of death, and the last four digits of their Social Security Number, must be meticulously reported. Additionally, a death certificate or alternative documentation must accompany the application to verify the decedent’s death.
  • Identification of Interested Parties: A critical component of the application involves listing all persons with an interest in the estate. This includes, but is not limited to, spouses, children, devisees, and heirs, along with specifying any minors among them by providing their dates of birth and ensuring proper representation for those under legal disability.
  • Determination of Venue: The application requires the applicant to confirm the appropriate venue for submitting the form. This is based either on the decedent’s domicile within the county at the time of death or, if the decedent was not domiciled in Michigan, on the location of the decedent's property within the county.
  • Selection of Personal Representative: The form asks for the nomination of a personal representative to manage the estate's affairs. It's vital to understand the qualifications and priority for appointment of the nominated individual. Furthermore, if the decedent's will specifies the requirement for a bond from the personal representative or if other individuals have an equal or prior right to appointment, these details must be accurately provided.

Ensuring the completeness and accuracy of the Michigan PC 558 form is pivotal for the smooth administration of the decedent’s estate. By acknowledging and addressing the critical aspects highlighted above, applicants can contribute to a straightforward informal probate process, facilitating a responsible and fair distribution of the decedent's assets.

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