Jefferson County (AL) General AdministratorRenunciation Request(Attorneys Only)

Jefferson County (AL)

General Administrator

Renunciation Request

(Attorneys Only)

This form is to ask the Jefferson County General Administrator to renounce their priority right to serve as Personal Representative in the below-referenced estate. In assessing this request, the Administrator will need additional information from you in order to consider your request. Please complete the form below to assist them in their review.

Please Note: This form needs to be completed in one session and does not save, please have complete information when completing.

Please only list none or unknown if the field is immaterial to your estate. The administrator will require further information if all material information known about the estate is not supplied in the first renunciation request, which can lead to additional delays for the estate and your office. Intentional submission of incomplete and inaccurate information can result in delays to this and future submissions of the attorney submitter.

As the County Administrator is to keep a record of all official actions, renunciation requests are processed through this online form, unless you need disability accommodations. If you require disability accommodations when completing this form, please contact my office directly at administrator@greenelawfirm.com.

The Administrator's Office will work to process your request in an expeditious process, but no guarantee is made on the timing of renunciation requests by the Administrator. Renunciation requests will be reviewed no less often than weekly. Decisions by the Administrator will automatically generate a response back to your office email on the granting or denial of your renunciation request.

Jay Greene, Esquire

General Probate Administrator

Jefferson County, Alabama

Attorney Contact

First Name*

Last Name*

Law Firm Name*

Address*

Phone #*

Phone

Fax

Phone

Email*

Decedent Information

Please provide the name of the Decedent exactly as you will use it for opening the Estate. This will prevent more than one name being used for the renunciation, and your subsequently opening the estate and bonding in a different name, causing the court, the administrator's office, and your office additional time and effort.

The Estate of*

Date of Decedent Death*

Location of death of Decedent*

Personal Representative*

Identity of individual seeking to be appointed as Personal Representative of the Estate.

Personal Representative Address*

Address of individual seeking to be appointed as Personal Representative of the Estate.

Relationship to the Decedent*

Consent*

Will all adult heirs' consent to the appointment?

Select

Relatives of the Decedent Consent*

If there are no adult heirs, then are all other close relatives of the decedent in agreement with the appointment of the above individual(s)?

Select or enter value

Heir(s)*

Are there any heir(s)?

Select or enter value

Heir(s) Information

Please provide the information of heir(s) (DOB, Name, Address, Relationship, Any Conditions or Concerns). (e.g. MM/DD/YYYY, Jay Greene, 1553 Pine Tree Circle, Suite 104-4, Birmingham, AL 35243, Son, No Issues)

(If location is unknown, please write UNKNOWN after their DOB, and location. If any heir is pre-deceased please write DOB, Name, (Date of Death). (eg. 03/14/45, Bobby Sue Brown, DOD 11/30/24) Please identify their heirs (next of kin) (eg. Bobbie Sue's Son).

Heir 1*

Please provide the information for Heir 1

Heir 2

Please provide the information for Heir 2

Heir 3

Please provide the information for Heir 3

Heir 4

Please provide the information for Heir 4

Heir 5

Please provide the information for Heir 5

Heir 6

Please provide the information for Heir 6

Are there more Heirs

Select or enter value

Heir 7

Please provide the information for Heir 7

Heir 8

Please provide the information for Heir 8

Heir 9

Please provide the information for Heir 9

Heir 10

Please provide the information for Heir 10

Heir 11

Please provide the information for Heir 11

Heir 12

Please provide the information for Heir 12

Assets

Provide all known or reasonably ascertainable assets of the Estate.

Do not list trust property, joint assets, or other assets passing outside of the probate estate until the non-probate assets heading below.

Only List Unknown or None where the assets are not material to the Estate

Primary Residence*

Market Value

Address of House*

Is there additional Real Estate*

Select or enter value

Additional Real Estate Value(s)

Address(es) of additional Real Estate

Is there Personal Property*

Select or enter value

Personal Property in House

(e.g. Artwork, $10,000. Classic Car $3,000, Etc)

Other Personal Property in the House

(e.g. Artwork, $10,000. Classic Car $3,000, Etc)

Value of any going business of the Estate

(e.g. Corporations, LLCs, Sole Proprietorships, etc.)

(e.g. Greene, Inc., 100 % or # Stock Shares $800,000)

Are there Bank(s), Investment(s), Stocks, etc?*

Select

Provide Location, Value and Last Four Digits of Acct (e.g. Chase Bank, Checking Account, x2765, $20,000.)

Only Include Listings that do not include Transfer/Payable on Death, Beneficiary Designations, Trust Accounts, etc.

Identity of Account 1

(e.g. Fidelity Inv., Brokerage, x9465, $200,000.)

Identity of Account 2

(e.g. Regions Bank, Stock Cusip (RF), 10 Shares, $2,000.)

Identity of Account 3

(e.g. Life Insurance (No Beneficiary))

(e.g. Protective Life, Term, x7890 1 Million)

Identity of Account 4

(e.g. Amer. 1st CU, Savings, x3244 $10,000.)

Are there more accounts?*

Select or enter value

Identity of Account 5

(e.g. Chase Bank, Checking Account, x2765, $20,000.)

Identity of Account 6

(e.g. Chase Bank, Checking Account, x2765, $20,000.)

Identity of Account 7

(e.g. Chase Bank, Checking Account, x2765, $20,000.)

Identity of Account 8

(e.g. Chase Bank, Checking Account, x2765, $20,000.)

Other Valuable Assets in the Probate Estate*

Is there valuable assets not listed above that will be in the probate estate? (no beneficiaries listed, no transfer on death listed, etc.)

Select or enter value

Value of other Asset(s)

Other Asset 1

(e.g. Life Insurance, $500,000.)

Other Asset 2

(e.g. Retirement Account (no beneficiary), $500,000.)

Other Asset 3

(e.g. Expensive Jewelry or Artwork)

Other Asset 4

(e.g. All Cars of Value)

Non-Probate Assets*

Is there other non-probate assets available for estate liquidity needs. (Family loans for Estate Expenses (Mtg, Taxes, etc.), Trust Assets, Beneficiaries accounts received, Life Insurance received)

Select

Non-Probate Asset 1

(Family loans for Estate Expenses, Trust Assets, Beneficiaries accounts, Life Insurance)

Non-Probate Asset 2

(Family loans for Estate Expenses, Trust Assets, Beneficiaries accounts, Life Insurance)

Non-Probate Asset 3

(Family loans for Estate Expenses, Trust Assets, Beneficiaries accounts, Life Insurance)

Non-Probate Asset 4

(Family loans for Estate Expenses, Trust Assets, Beneficiaries accounts, Life Insurance)

Liabilities of the Estate

Current Estate Liabilities Total Value*

Amount of taxes owed

Amount of known Medicaid Liens

Please note if the client was receiving Medicaid in this field.

Amount of funeral expenses; who paid by?

Are there more Liabilities*

Select

Other Liabilities

(e.g. Mortgage, (Company, Acct, Amount, Status (Default or Current)

More Liabilities

(e.g. Secured Debt (2nd Home, Cars), Unsecured Credit Cards, Personal Loans)

Other Information

Did the Decedent have a Will*

Select

Previously-appointed Personal Representative

Has there been a previously-appointed Personal Representative of this Estate?

Select

Name, Relationship, Reason for Change

Litigation*

Was the Decedent a plaintiff or defendant in a lawsuit at the time of his/her death?

Select

Name of Litigation Law Firm

Wrongful Action*

Did the decedent die as a result of a wrongful action by a third party? Please explain, if yes.

Representation as Counsel for the Estate*

If I elect not to renounce and I open this estate as County Administrator, are you willing to represent me as Counsel for the Estate?

Select

Please tell me more about yourself and your firm.*

(eg, firm atty size, firm staff size, atty years of experience, and other notable information about atty and/or firm). (e.g. Probate or Personal Injury experience)

If the County Administrator is knowledgeable about your firm, you can write "known" with their approval.

Pecuniary Reason of Opening Estate*

If there are not assets in this Estate, please explain why this estate is being opened? Please list all financial and non-financial reason(s) for opening this estate.

Division*

Select

Granted Renunciation Delivery options*

If your renunciation is granted, please click your preferred method for delivery of the original notarized renunciation. All granted renunciations, will additionally be emailed to the attorney email address. Attorneys are responsible for retrieving their original renunciation requests in a manner chosen below.

Probate Court Judicial Counter Courtesy Dropoff File Folder (Available 10 days after granting) -- Preferred Method

Attorney Acknowledgements*

I acknowledge that Alabama Rules of Professional Conduct Rule 4.1: Truthfulness in Statements to Others requires "a lawyer shall not knowingly make a false statement of material fact or law to a third person."

I acknowledge that Alabama Rules of Professional Conduct Rule 3.3: Candor Toward the Tribunal requires "a lawyer shall not knowingly make a false statement of material fact or law to a tribunal".

I acknowledge that the Jefferson County General Administrator is an appointed position of the Jefferson County Probate Court.

Attorney Signature*

By checking the preceding box and placing my electronic signature below, I certify I have read and understand the three above statements. I also attest to the fact that I have completed the renunciation form with a true and accurate statement of the condition of the above described estate with all existing facts as I know them on the date of this submission. If different facts become available to me before a renunciation is granted by the General County Administrator, I will update said Administrator of such relevant facts.

e.g. S/Name

Send me a copy of my responses

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