What steps are required to open an estate proceeding when no probate case exists? (DE) | Delaware Probate | FastCounsel
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What steps are required to open an estate proceeding when no probate case exists? (DE)

Detailed Answer

When a decedent’s estate lacks an existing probate case in Delaware, you must choose between a small estate affidavit or a full estate proceeding. Delaware law offers streamlined rules for small estates under 12 Del. C. § 1911. Larger estates require formal administration in the Orphans’ Court. The following steps outline both processes.

1. Gather Documents

  • Certified copy of the death certificate
  • Original will, if one exists
  • List of all assets and approximate values

2. Determine Small Estate Eligibility

If the net personal property does not exceed $30,000 and no real estate requires administration, you may use the Small Estate Affidavit under 12 Del. C. § 1911. This avoids full probate.

3. File a Small Estate Affidavit

  • Complete the affidavit form at the Register of Wills office
  • Attach the death certificate and list of assets
  • Pay the filing fee set by the Register of Wills

4. Initiate Full Estate Proceedings

If the estate exceeds small estate limits or involves real property, file a petition in the Orphans’ Court under 12 Del. C. § 1902.

  • Submit the death certificate and original will (if any)
  • Provide names and addresses of heirs or beneficiaries
  • Pay the probate filing fee

5. Provide Bond and Notices

6. Receive Letters and Inventory Assets

  • Obtain Letters Testamentary or Letters of Administration from the Orphans’ Court (12 Del. C. § 1904)
  • Prepare and file an inventory of assets within three months under 12 Del. C. § 1931

7. Administer the Estate

  • Pay valid debts and taxes
  • Distribute remaining assets to beneficiaries or heirs according to the will or intestacy laws (12 Del. C. § 901 et seq.)

8. Close the Estate

  • File a final account with the Orphans’ Court
  • Petition for discharge of the fiduciary under 12 Del. C. § 1952

Helpful Hints

  • Verify estate values before choosing small estate procedures
  • Consult the Register of Wills for fee schedules and forms
  • Keep copies of all filed documents and receipts
  • Track deadlines for inventories and creditor notices
  • Consider legal counsel for complex estates or disputes

Disclaimer: This information is for educational purposes only and does not constitute legal advice.

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney.