22 CRR-NY D VII A Form JA-2NY-CRR

STATE COMPILATION OF CODES, RULES AND REGULATIONS OF THE STATE OF NEW YORK
TITLE 22. JUDICIARY
SUBTITLE D. FORMS
CHAPTER VII. SURROGATE'S COURT FORMS
SUBCHAPTER A. FORMS AUTHORIZED BY SECTION 207.52
SURROGATE'S FORMS
22 CRR-NY D VII A Form JA-2
22 CRR-NY D VII A Form JA-2
JA-2 Receipt and release
SURROGATE'S COURT OF THE STATE OF NEW YORK
 
COUNTY OF
________________X
ACCOUNTING BY
as the
 
RECEIPT AND RELEASE
of the ESTATE OF
a/k/a
 
Deceased.
 
File No. _________
________________X
The undersigned, being of full age, sound mind and under no disability, and entitled to share in the estate of the above-named decedent as a [check one] [ ] legatee under a will, [ ] distributee of an intestate share, [ ] trust beneficiary, [ ] creditor of the estate, [ ] other [specify]
 
(a) Acknowledges that each fiduciary named above has fully and satisfactorily accounted for all assets of the estate;
(b) Approves the written account verified on
____
, 19
_
, as submitted to the undersigned;
[Delete paragraphs (a) and (b) if the undersigned is not interested in or affected by the amount of the residuary estate or trust, or if payment is being made pursuant to a decree of the court.]
(c) Acknowledges receipt of money paid or property transferred or delivered as follows:
 
Money (cash or check):
 
$
__
 
the following property:
 
valued at $__
The foregoing payment and/or transfer is in full payment or distribution of: [ ] a legacy under Paragraph/Article ____ of the will or trust: [ ] a claim against the estate; [ ] the amount directed to be paid by a decree of this court dated: [ ] other [specify]:
(d) Releases and discharges each fiduciary named above from all liability to the undersigned for any and all matters relating to or derived from the administration of the estate; waives the issuance and service of a citation to attend any and all proceedings for the judicial settlement of the account; and authorizes the Surrogate to make and enter a decree settling the account and fully releasing and discharging each fiduciary named above as to all matters embraced therein.
Dated: ______
(Signature)
 
(Corporate Name)
(Print Name)
 
(Signature of Officer)
JA-2 (12/96)
STATE OF NEW YORK
 
)
COUNTY OF
 
) ss.:
On ____, 19 __, before me personally appeared
[INDIVIDUAL]
[ ] _________ to me known and known to me to be the person described in and who executed the foregoing receipt and release and duly acknowledge the execution thereof.
[CORPORATION]
[ ] _________ to me known, who duly swore to the foregoing instrument and who did say that he/she resides at __________ and that he/she is a __________ of __________ the corporation/national banking association described in and which executed such instrument; and that he/she signed his/her name thereto by order of the Board of Directors of the corporation.
Notary Public Commission Expires: (Affix Notary Stamp of Seal)
Name of Attorney:
 
Tel. No.: ______
Address of Attorney:
 
-2-
22 CRR-NY D VII A Form JA-2
Current through May 31, 2021
End of Document

IMPORTANT NOTE REGARDING CONTENT CURRENCY: The "Current through" date indicated immediately above is the date of the most recently produced official NYCRR supplement covering this rule section. For later updates to this section, if any, please: consult editions of the NYS Register published after this date; or contact the NYS Department of State Division of Administrative Rules at [email protected]. See Help for additional information on the currency of this unofficial version of NYS Rules.