Small Estate Settlement Form - Affidavit of Voluntary Administration
Created by Legal Assistance of Western New York in cooperation with the Onondaga County Surrogate Court Clerk, through a grant from the Legal Services Corporation.
", "emailContact": "", "jurisdiction": "New York", "language": "en", "modifydate": "", "notes": "Interview created 8/8/2006 version1/28(d)
Interview edited 7/22/2008.
", "sendfeedback": false, "subjectarea": "New York", "title": "NYS Surrogate's Small Estate Settlement", "version": "07/17/2007", "viewer": "A2J", "endImage": "", "logoImage": "", "authors": [ { "name": "Legal Assistance of Western New York, with contributions from Jeff Hogue, Ava Raphael, and Jay Carle", "title": "", "organization": "", "email": "" } ], "firstPage": "01-Introduction", "exitPage": "", "steps": [ { "number": "0", "text": "Small Estate Affidavit" }, { "number": "1", "text": "Deceased's Information" }, { "number": "2", "text": "Your Information" }, { "number": "3", "text": "Deceased's Relatives" }, { "number": "4", "text": "Beneficiaries" }, { "number": "5", "text": "Assets" }, { "number": "6", "text": "Certificate of letters" }, { "number": "7", "text": "Liabilities" }, { "number": "8", "text": "Congratulations!" } ], "vars": { "Decedent had alias TF": { "name": "Decedent had alias TF", "type": "TF", "repeating": false, "comment": "Was the deceased known by another name?" }, "Decedent had will TF": { "name": "Decedent had will TF", "type": "TF", "repeating": false, "comment": "Did the deceased have a will?" }, "Jurisdiction county MC": { "name": "Jurisdiction county MC", "type": "MC", "repeating": false, "comment": "Select the county where you are filing this document" }, "Beneficiary city TE": { "name": "Beneficiary city TE", "type": "Text", "repeating": true, "comment": "City, Town or Village" }, "Beneficiary first name TE": { "name": "Beneficiary first name TE", "type": "Text", "repeating": true, "comment": "First name" }, "Decedent last name TE": { "name": "Decedent last name TE", "type": "Text", "repeating": false, "comment": "Last name of the deceased" }, "Decedent first name TE": { "name": "Decedent first name TE", "type": "Text", "repeating": false, "comment": "First name of the deceased" }, "Beneficiary last name TE": { "name": "Beneficiary last name TE", "type": "Text", "repeating": true, "comment": "Last name" }, "Decedent middle name TE": { "name": "Decedent middle name TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent date of death DA": { "name": "Decedent date of death DA", "type": "Date", "repeating": false, "comment": "" }, "Decedent state of death MC": { "name": "Decedent state of death MC", "type": "MC", "repeating": false, "comment": "" }, "Decedent date of will DA": { "name": "Decedent date of will DA", "type": "Date", "repeating": false, "comment": "" }, "Duty1 TF": { "name": "Duty1 TF", "type": "TF", "repeating": false, "comment": "" }, "Duty2 TF": { "name": "Duty2 TF", "type": "TF", "repeating": false, "comment": "" }, "Duty3 TF": { "name": "Duty3 TF", "type": "TF", "repeating": false, "comment": "" }, "Duty4 TF": { "name": "Duty4 TF", "type": "TF", "repeating": false, "comment": "" }, "Duty5 TF": { "name": "Duty5 TF", "type": "TF", "repeating": false, "comment": "" }, "Duty6 TF": { "name": "Duty6 TF", "type": "TF", "repeating": false, "comment": "" }, "Duty7 TF": { "name": "Duty7 TF", "type": "TF", "repeating": false, "comment": "" }, "Decedent has spouse TF": { "name": "Decedent has spouse TF", "type": "TF", "repeating": false, "comment": "" }, "Decedent has children TF": { "name": "Decedent has children TF", "type": "TF", "repeating": false, "comment": "" }, "Spouse city TE": { "name": "Spouse city TE", "type": "Text", "repeating": false, "comment": "" }, "Spouse state MC": { "name": "Spouse state MC", "type": "MC", "repeating": false, "comment": "" }, "Child descendant first name TE": { "name": "Child descendant first name TE", "type": "Text", "repeating": true, "comment": "" }, "Child descendant last name TE": { "name": "Child descendant last name TE", "type": "Text", "repeating": true, "comment": "" }, "Child descendant city TE": { "name": "Child descendant city TE", "type": "Text", "repeating": true, "comment": "" }, "Child descendant state MC": { "name": "Child descendant state MC", "type": "MC", "repeating": true, "comment": "" }, "Beneficiary state MC": { "name": "Beneficiary state MC", "type": "MC", "repeating": true, "comment": "" }, "b_count": { "name": "b_count", "type": "Text", "repeating": false, "comment": "" }, "C_COUNT": { "name": "C_COUNT", "type": "Number", "repeating": false, "comment": "" }, "User Gender": { "name": "User Gender", "type": "MC", "repeating": false, "comment": "" }, "g_count": { "name": "g_count", "type": "Number", "repeating": false, "comment": "" }, "Dynamic text child TE": { "name": "Dynamic text child TE", "type": "Text", "repeating": false, "comment": "" }, "Beneficiary bequest TE": { "name": "Beneficiary bequest TE", "type": "Text", "repeating": true, "comment": "" }, "Decedent has father TF": { "name": "Decedent has father TF", "type": "TF", "repeating": false, "comment": "" }, "Decedent has mother TF": { "name": "Decedent has mother TF", "type": "TF", "repeating": false, "comment": "" }, "Dynamic text TE": { "name": "Dynamic text TE", "type": "Text", "repeating": false, "comment": "" }, "Client first name TE": { "name": "Client first name TE", "type": "Text", "repeating": false, "comment": "" }, "Client middle name TE": { "name": "Client middle name TE", "type": "Text", "repeating": false, "comment": "" }, "Client last name TE": { "name": "Client last name TE", "type": "Text", "repeating": false, "comment": "" }, "Client state MC": { "name": "Client state MC", "type": "MC", "repeating": false, "comment": "" }, "Client city TE": { "name": "Client city TE", "type": "Text", "repeating": false, "comment": "" }, "Client county TE": { "name": "Client county TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent county TE": { "name": "Decedent county TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent state MC": { "name": "Decedent state MC", "type": "MC", "repeating": false, "comment": "" }, "Spouse postal code TE": { "name": "Spouse postal code TE", "type": "Text", "repeating": false, "comment": "" }, "Client address line1 TE": { "name": "Client address line1 TE", "type": "Text", "repeating": false, "comment": "" }, "Client address line2 TE": { "name": "Client address line2 TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent gender": { "name": "Decedent gender", "type": "MC", "repeating": false, "comment": "" }, "A2J Step 3": { "name": "A2J Step 3", "type": "Text", "repeating": false, "comment": "" }, "User Avatar": { "name": "User Avatar", "type": "Text", "repeating": false, "comment": "" }, "husband/wife TE": { "name": "husband/wife TE", "type": "Text", "repeating": false, "comment": "" }, "Client postal code TE": { "name": "Client postal code TE", "type": "Text", "repeating": false, "comment": "" }, "Client mailing address line1 TE": { "name": "Client mailing address line1 TE", "type": "Text", "repeating": false, "comment": "" }, "Client mailing address line2 TE": { "name": "Client mailing address line2 TE", "type": "Text", "repeating": false, "comment": "" }, "Client home phone TE": { "name": "Client home phone TE", "type": "Text", "repeating": false, "comment": "" }, "Aliascount": { "name": "Aliascount", "type": "Number", "repeating": false, "comment": "" }, "Decedent city TE": { "name": "Decedent city TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent postal code TE": { "name": "Decedent postal code TE", "type": "Text", "repeating": false, "comment": "" }, "Spouse first name TE": { "name": "Spouse first name TE", "type": "Text", "repeating": false, "comment": "" }, "Spouse middle name TE": { "name": "Spouse middle name TE", "type": "Text", "repeating": false, "comment": "" }, "Spouse last name TE": { "name": "Spouse last name TE", "type": "Text", "repeating": false, "comment": "" }, "Spouse address line1 TE": { "name": "Spouse address line1 TE", "type": "Text", "repeating": false, "comment": "" }, "Spouse address line2 TE": { "name": "Spouse address line2 TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent father first name TE": { "name": "Decedent father first name TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent father middle name TE": { "name": "Decedent father middle name TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent father last name TE": { "name": "Decedent father last name TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent father address line1 TE": { "name": "Decedent father address line1 TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent father address line2 TE": { "name": "Decedent father address line2 TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent father city TE": { "name": "Decedent father city TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent father state MC": { "name": "Decedent father state MC", "type": "MC", "repeating": false, "comment": "" }, "Decedent father postal code TE": { "name": "Decedent father postal code TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent mother first name TE": { "name": "Decedent mother first name TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent mother middle name TE": { "name": "Decedent mother middle name TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent mother last name TE": { "name": "Decedent mother last name TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent mother address line1 TE": { "name": "Decedent mother address line1 TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent mother city TE": { "name": "Decedent mother city TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent mother state MC": { "name": "Decedent mother state MC", "type": "MC", "repeating": false, "comment": "" }, "Decedent mother postal code TE": { "name": "Decedent mother postal code TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent mother address line2 TE": { "name": "Decedent mother address line2 TE", "type": "Text", "repeating": false, "comment": "" }, "spouse his/her TE": { "name": "spouse his/her TE", "type": "Text", "repeating": false, "comment": "" }, "Beneficiary middle name TE": { "name": "Beneficiary middle name TE", "type": "Text", "repeating": true, "comment": "" }, "Beneficiary address line1 TE": { "name": "Beneficiary address line1 TE", "type": "Text", "repeating": true, "comment": "" }, "Beneficiary address line2 TE": { "name": "Beneficiary address line2 TE", "type": "Text", "repeating": true, "comment": "" }, "Beneficiary postal code TE": { "name": "Beneficiary postal code TE", "type": "Text", "repeating": true, "comment": "" }, "Decedent has liabilities TF": { "name": "Decedent has liabilities TF", "type": "TF", "repeating": false, "comment": "" }, "Child descendant middle name TE": { "name": "Child descendant middle name TE", "type": "Text", "repeating": true, "comment": "" }, "Child descendant postal code TE": { "name": "Child descendant postal code TE", "type": "Text", "repeating": true, "comment": "" }, "Child descendant address line1 TE": { "name": "Child descendant address line1 TE", "type": "Text", "repeating": true, "comment": "" }, "Child descendant address line2 TE": { "name": "Child descendant address line2 TE", "type": "Text", "repeating": true, "comment": "" }, "child/children TE": { "name": "child/children TE", "type": "Text", "repeating": false, "comment": "" }, "is/are TE": { "name": "is/are TE", "type": "Text", "repeating": false, "comment": "" }, "grandchild/children TE": { "name": "grandchild/children TE", "type": "Text", "repeating": false, "comment": "" }, "grandchild is/are TE": { "name": "grandchild is/are TE", "type": "Text", "repeating": false, "comment": "" }, "child/children2 TE": { "name": "child/children2 TE", "type": "Text", "repeating": false, "comment": "" }, "Distributee summary correct TF": { "name": "Distributee summary correct TF", "type": "TF", "repeating": false, "comment": "" }, "Deceased property value MC": { "name": "Deceased property value MC", "type": "MC", "repeating": false, "comment": "" }, "Client is beneficiary TF": { "name": "Client is beneficiary TF", "type": "TF", "repeating": false, "comment": "" }, "Client is distributee TF": { "name": "Client is distributee TF", "type": "TF", "repeating": false, "comment": "" }, "Client is named executor TF": { "name": "Client is named executor TF", "type": "TF", "repeating": false, "comment": "" }, "Client mailing address shown TF": { "name": "Client mailing address shown TF", "type": "TF", "repeating": false, "comment": "" }, "Client relationship other TE": { "name": "Client relationship other TE", "type": "Text", "repeating": false, "comment": "" }, "Client relationship to decedent MC": { "name": "Client relationship to decedent MC", "type": "MC", "repeating": false, "comment": "" }, "Decedent address line1 TE": { "name": "Decedent address line1 TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent address line2 TE": { "name": "Decedent address line2 TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent had US citizenship TF": { "name": "Decedent had US citizenship TF", "type": "TF", "repeating": false, "comment": "" }, "Decedent country of citizenship TE": { "name": "Decedent country of citizenship TE", "type": "Text", "repeating": false, "comment": "" }, "decedent him/her TE": { "name": "decedent him/her TE", "type": "Text", "repeating": false, "comment": "" }, "other than you TE": { "name": "other than you TE", "type": "Text", "repeating": false, "comment": "" }, "beneficiary/beneficiaries TE": { "name": "beneficiary/beneficiaries TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent sibling address line1 TE": { "name": "Decedent sibling address line1 TE", "type": "Text", "repeating": true, "comment": "" }, "Decedent sibling address line2 TE": { "name": "Decedent sibling address line2 TE", "type": "Text", "repeating": true, "comment": "" }, "Decedent sibling city TE": { "name": "Decedent sibling city TE", "type": "Text", "repeating": true, "comment": "" }, "Decedent sibling state MC": { "name": "Decedent sibling state MC", "type": "MC", "repeating": true, "comment": "" }, "Decedent sibling postal code TE": { "name": "Decedent sibling postal code TE", "type": "Text", "repeating": true, "comment": "" }, "Decedent sibling first name TE": { "name": "Decedent sibling first name TE", "type": "Text", "repeating": true, "comment": "" }, "Decedent sibling middle name TE": { "name": "Decedent sibling middle name TE", "type": "Text", "repeating": true, "comment": "" }, "Decedent sibling last name TE": { "name": "Decedent sibling last name TE", "type": "Text", "repeating": true, "comment": "" }, "Siblingcount": { "name": "Siblingcount", "type": "Text", "repeating": false, "comment": "" }, "other than you sibling TE": { "name": "other than you sibling TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent has grandchildren TF": { "name": "Decedent has grandchildren TF", "type": "TF", "repeating": false, "comment": "" }, "Additional beneficiaries TF": { "name": "Additional beneficiaries TF", "type": "TF", "repeating": false, "comment": "" }, "Decedent has siblings TF": { "name": "Decedent has siblings TF", "type": "TF", "repeating": false, "comment": "" }, "Client is distributee spouse TF": { "name": "Client is distributee spouse TF", "type": "TF", "repeating": false, "comment": "" }, "Client is distributee grandchild TF": { "name": "Client is distributee grandchild TF", "type": "TF", "repeating": false, "comment": "" }, "Client is distributee sibling TF": { "name": "Client is distributee sibling TF", "type": "TF", "repeating": false, "comment": "" }, "Decedent has dead children TF": { "name": "Decedent has dead children TF", "type": "Text", "repeating": false, "comment": "" }, "Client mailing county TE": { "name": "Client mailing county TE", "type": "Text", "repeating": false, "comment": "" }, "Client mailing state MC": { "name": "Client mailing state MC", "type": "MC", "repeating": false, "comment": "" }, "Client mailing postal code TE": { "name": "Client mailing postal code TE", "type": "Text", "repeating": false, "comment": "" }, "Client mailing city TE": { "name": "Client mailing city TE", "type": "Text", "repeating": false, "comment": "" }, "Asset name 1 TE": { "name": "Asset name 1 TE", "type": "Text", "repeating": false, "comment": "" }, "Asset value 1 NU": { "name": "Asset value 1 NU", "type": "Number", "repeating": false, "comment": "" }, "Asset name 2 TE": { "name": "Asset name 2 TE", "type": "Text", "repeating": false, "comment": "" }, "Asset value 2 NU": { "name": "Asset value 2 NU", "type": "Number", "repeating": false, "comment": "" }, "Asset name 3 TE": { "name": "Asset name 3 TE", "type": "Text", "repeating": false, "comment": "" }, "Asset value 3 NU": { "name": "Asset value 3 NU", "type": "Number", "repeating": false, "comment": "" }, "Asset name 4 TE": { "name": "Asset name 4 TE", "type": "Text", "repeating": false, "comment": "" }, "Asset value 4 NU": { "name": "Asset value 4 NU", "type": "Number", "repeating": false, "comment": "" }, "Asset name 5 TE": { "name": "Asset name 5 TE", "type": "Text", "repeating": false, "comment": "" }, "Asset value 5 NU": { "name": "Asset value 5 NU", "type": "Number", "repeating": false, "comment": "" }, "Asset name 6 TE": { "name": "Asset name 6 TE", "type": "Text", "repeating": false, "comment": "" }, "Asset value 6 NU": { "name": "Asset value 6 NU", "type": "Number", "repeating": false, "comment": "" }, "Asset 1 TF": { "name": "Asset 1 TF", "type": "TF", "repeating": false, "comment": "" }, "Asset 2 TF": { "name": "Asset 2 TF", "type": "TF", "repeating": false, "comment": "" }, "Asset 3 TF": { "name": "Asset 3 TF", "type": "TF", "repeating": false, "comment": "" }, "Asset 4 TF": { "name": "Asset 4 TF", "type": "TF", "repeating": false, "comment": "" }, "Asset 5 TF": { "name": "Asset 5 TF", "type": "TF", "repeating": false, "comment": "" }, "Asset 6 TF": { "name": "Asset 6 TF", "type": "TF", "repeating": false, "comment": "" }, "Asset value check TF": { "name": "Asset value check TF", "type": "TF", "repeating": false, "comment": "" }, "Asset value total NU": { "name": "Asset value total NU", "type": "Number", "repeating": false, "comment": "" }, "Liability name 1 TE": { "name": "Liability name 1 TE", "type": "Text", "repeating": false, "comment": "" }, "Liability amount 1 NU": { "name": "Liability amount 1 NU", "type": "Number", "repeating": false, "comment": "" }, "Liability 1 TF": { "name": "Liability 1 TF", "type": "TF", "repeating": false, "comment": "" }, "Liability 2 TF": { "name": "Liability 2 TF", "type": "TF", "repeating": false, "comment": "" }, "Liability 3 TF": { "name": "Liability 3 TF", "type": "TF", "repeating": false, "comment": "" }, "Liability 4 TF": { "name": "Liability 4 TF", "type": "TF", "repeating": false, "comment": "" }, "Liability amount 2 NU": { "name": "Liability amount 2 NU", "type": "Number", "repeating": false, "comment": "" }, "Liability name 3 TE": { "name": "Liability name 3 TE", "type": "Text", "repeating": false, "comment": "" }, "Liability amount 3 NU": { "name": "Liability amount 3 NU", "type": "Number", "repeating": false, "comment": "" }, "Liability name 2 TE": { "name": "Liability name 2 TE", "type": "Text", "repeating": false, "comment": "" }, "Liability name 4 TE": { "name": "Liability name 4 TE", "type": "Text", "repeating": false, "comment": "" }, "Liability amount 4 NU": { "name": "Liability amount 4 NU", "type": "Number", "repeating": false, "comment": "" }, "Liability amount total NU": { "name": "Liability amount total NU", "type": "Number", "repeating": false, "comment": "" }, "Client is distributee father TF": { "name": "Client is distributee father TF", "type": "TF", "repeating": false, "comment": "" }, "Client is distributee mother TF": { "name": "Client is distributee mother TF", "type": "TF", "repeating": false, "comment": "" }, "Spouse suffix MC": { "name": "Spouse suffix MC", "type": "MC", "repeating": false, "comment": "" }, "Client suffix MC": { "name": "Client suffix MC", "type": "MC", "repeating": false, "comment": "" }, "Decedent suffix MC": { "name": "Decedent suffix MC", "type": "MC", "repeating": false, "comment": "" }, "Child descendant suffix MC": { "name": "Child descendant suffix MC", "type": "MC", "repeating": true, "comment": "" }, "Decedent father suffix MC": { "name": "Decedent father suffix MC", "type": "MC", "repeating": false, "comment": "" }, "Decedent mother suffix MC": { "name": "Decedent mother suffix MC", "type": "MC", "repeating": false, "comment": "" }, "Decedent sibling suffix MC": { "name": "Decedent sibling suffix MC", "type": "MC", "repeating": false, "comment": "" }, "Beneficiary suffix MC": { "name": "Beneficiary suffix MC", "type": "MC", "repeating": true, "comment": "" }, "Asset details 1 TE": { "name": "Asset details 1 TE", "type": "Text", "repeating": false, "comment": "" }, "Asset details 2 TE": { "name": "Asset details 2 TE", "type": "Text", "repeating": false, "comment": "" }, "Asset details 3 TE": { "name": "Asset details 3 TE", "type": "Text", "repeating": false, "comment": "" }, "Asset details 4 TE": { "name": "Asset details 4 TE", "type": "Text", "repeating": false, "comment": "" }, "Asset details 5 TE": { "name": "Asset details 5 TE", "type": "Text", "repeating": false, "comment": "" }, "Asset details 6 TE": { "name": "Asset details 6 TE", "type": "Text", "repeating": false, "comment": "" }, "Liability details 1 TE": { "name": "Liability details 1 TE", "type": "Text", "repeating": false, "comment": "" }, "Liability details 2 TE": { "name": "Liability details 2 TE", "type": "Text", "repeating": false, "comment": "" }, "Liability details 3 TE": { "name": "Liability details 3 TE", "type": "Text", "repeating": false, "comment": "" }, "Liability details 4 TE": { "name": "Liability details 4 TE", "type": "Text", "repeating": false, "comment": "" }, "Print renunciation TF": { "name": "Print renunciation TF", "type": "TF", "repeating": false, "comment": "" }, "Decedent alias full name TE": { "name": "Decedent alias full name TE", "type": "Text", "repeating": true, "comment": "" }, "A2J Step 1": { "name": "A2J Step 1", "type": "Text", "repeating": false, "comment": "" }, "decedent his/her TE": { "name": "decedent his/her TE", "type": "Text", "repeating": false, "comment": "" }, "Spouse bequest TE": { "name": "Spouse bequest TE", "type": "Text", "repeating": false, "comment": "" }, "Child descendant bequest TE": { "name": "Child descendant bequest TE", "type": "Text", "repeating": true, "comment": "" }, "Decedent father bequest TE": { "name": "Decedent father bequest TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent mother bequest TE": { "name": "Decedent mother bequest TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent sibling bequest TE": { "name": "Decedent sibling bequest TE", "type": "Text", "repeating": false, "comment": "" }, "Spouse is beneficiary TF": { "name": "Spouse is beneficiary TF", "type": "TF", "repeating": false, "comment": "" }, "Child descendant is beneficiary TF": { "name": "Child descendant is beneficiary TF", "type": "TF", "repeating": false, "comment": "" }, "Decedent father is beneficiary TF": { "name": "Decedent father is beneficiary TF", "type": "TF", "repeating": false, "comment": "" }, "Decedent mother is beneficiary TF": { "name": "Decedent mother is beneficiary TF", "type": "TF", "repeating": false, "comment": "" }, "Decedent sibling is beneficiary TF": { "name": "Decedent sibling is beneficiary TF", "type": "TF", "repeating": false, "comment": "" }, "A2J Step 4": { "name": "A2J Step 4", "type": "Text", "repeating": false, "comment": "" }, "A2J Step 7": { "name": "A2J Step 7", "type": "Text", "repeating": false, "comment": "" }, "Client bequest TE": { "name": "Client bequest TE", "type": "Text", "repeating": false, "comment": "" }, "medicalrecordcount": { "name": "medicalrecordcount", "type": "Text", "repeating": false, "comment": "" }, "Certificate medical record name TE": { "name": "Certificate medical record name TE", "type": "Text", "repeating": true, "comment": "" }, "Certificate unclaimed funds TF": { "name": "Certificate unclaimed funds TF", "type": "TF", "repeating": false, "comment": "" }, "Certificate medical records TF": { "name": "Certificate medical records TF", "type": "TF", "repeating": false, "comment": "" }, "A2J Step 5": { "name": "A2J Step 5", "type": "Text", "repeating": false, "comment": "" }, "Certificate bank account TF": { "name": "Certificate bank account TF", "type": "TF", "repeating": false, "comment": "" }, "Cut off 1996 DA": { "name": "Cut off 1996 DA", "type": "Date", "repeating": false, "comment": "" }, "Cut off 2008 DA": { "name": "Cut off 2008 DA", "type": "Date", "repeating": false, "comment": "" }, "Asset limit NU": { "name": "Asset limit NU", "type": "Number", "repeating": false, "comment": "" }, "A2J interview name TE": { "name": "A2J interview name TE", "type": "Text", "repeating": false, "comment": "" }, "SE-3A form TF": { "name": "SE-3A form TF", "type": "TF", "repeating": false, "comment": "" }, "Client is a felon TF": { "name": "Client is a felon TF", "type": "TF", "repeating": false, "comment": "" }, "Decedent has a guardian TF": { "name": "Decedent has a guardian TF", "type": "TF", "repeating": false, "comment": "" }, "Child is nonmarital child TF": { "name": "Child is nonmarital child TF", "type": "TF", "repeating": true, "comment": "" }, "Child first name TE": { "name": "Child first name TE", "type": "Text", "repeating": true, "comment": "" }, "Child middle name TE": { "name": "Child middle name TE", "type": "Text", "repeating": true, "comment": "" }, "Child last name TE": { "name": "Child last name TE", "type": "Text", "repeating": true, "comment": "" }, "Child suffix MC": { "name": "Child suffix MC", "type": "MC", "repeating": true, "comment": "" }, "Child address line1 TE": { "name": "Child address line1 TE", "type": "Text", "repeating": true, "comment": "" }, "Child address line2 TE": { "name": "Child address line2 TE", "type": "Text", "repeating": true, "comment": "" }, "Child city TE": { "name": "Child city TE", "type": "Text", "repeating": true, "comment": "" }, "Child state MC": { "name": "Child state MC", "type": "MC", "repeating": true, "comment": "" }, "Child postal code TE": { "name": "Child postal code TE", "type": "Text", "repeating": true, "comment": "" }, "Child is beneficiary TF": { "name": "Child is beneficiary TF", "type": "TF", "repeating": false, "comment": "" }, "Child bequest TE": { "name": "Child bequest TE", "type": "Text", "repeating": false, "comment": "" }, "name/s TE": { "name": "name/s TE", "type": "Text", "repeating": false, "comment": "" }, "Print designation TF": { "name": "Print designation TF", "type": "TF", "repeating": false, "comment": "" }, "Client is nonmarital child TF": { "name": "Client is nonmarital child TF", "type": "TF", "repeating": false, "comment": "" }, "Client relationship start over TF": { "name": "Client relationship start over TF", "type": "TF", "repeating": false, "comment": "" }, "Client phone is private TF": { "name": "Client phone is private TF", "type": "TF", "repeating": false, "comment": "" }, "Client is a US citizen TF": { "name": "Client is a US citizen TF", "type": "TF", "repeating": false, "comment": "" }, "Client country of citizenship TE": { "name": "Client country of citizenship TE", "type": "Text", "repeating": false, "comment": "" }, "non-resident alien TE": { "name": "non-resident alien TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent died in US TF": { "name": "Decedent died in US TF", "type": "TF", "repeating": false, "comment": "" }, "Decedent city of death TE": { "name": "Decedent city of death TE", "type": "Text", "repeating": false, "comment": "" }, "Decedent place of death TE": { "name": "Decedent place of death TE", "type": "Text", "repeating": false, "comment": "" }, "A2J Version": { "name": "A2J Version", "type": "Text", "repeating": false, "comment": "A2J Author Version" }, "A2J Interview ID": { "name": "A2J Interview ID", "type": "Text", "repeating": false, "comment": "Guide ID" }, "A2J Bookmark": { "name": "A2J Bookmark", "type": "Text", "repeating": false, "comment": "Current Page" }, "A2J History": { "name": "A2J History", "type": "Text", "repeating": false, "comment": "Progress History List (XML)" }, "A2J Navigation TF": { "name": "A2J Navigation TF", "type": "TF", "repeating": false, "comment": "Allow navigation?" }, "A2J Interview Incomplete TF": { "name": "A2J Interview Incomplete TF", "type": "TF", "repeating": false, "comment": "Reached Successful Exit?" }, "A2J Step 0": { "name": "A2J Step 0", "type": "Text", "repeating": false, "comment": "" }, "A2J Step 2": { "name": "A2J Step 2", "type": "Text", "repeating": false, "comment": "" }, "A2J Step 6": { "name": "A2J Step 6", "type": "Text", "repeating": false, "comment": "" }, "A2J Step 8": { "name": "A2J Step 8", "type": "Text", "repeating": false, "comment": "" }, "A2J Step 9": { "name": "A2J Step 9", "type": "Text", "repeating": false, "comment": "" }, "A2J Step 10": { "name": "A2J Step 10", "type": "Text", "repeating": false, "comment": "" }, "A2J Step 11": { "name": "A2J Step 11", "type": "Text", "repeating": false, "comment": "" } }, "pages": { "01-Introduction": { "name": "01-Introduction", "type": "A2J", "step": 0, "repeatVar": "", "text": "New York Surrogate's Court
Small Estate Affidavit
DIY Form
Welcome! These questions will help you fill out the Small Estate Affidavit.
Use the Small Estate Affidavit to ask the Surrogate's Court for the authority to keep or give away the property of someone who died.
", "textAudioURL": "", "learn": "What are NY-DIY Forms?", "help": "New York State DIY Forms are provided by the New York State Courts Access to Justice Program. This Small Estate Affidavit Program was created through a partnership between the New York state courts and the civil justice community. It is here to help you complete the forms you need for court online in an easy and correct way.
This interview was produced using the A2J Author Software from Chicago-Kent College of Law and is hosted on the National Public Automated Documents Online server. Lexis Nexis generously donated licensing for its HotDocs Server software.
Major funding was provided by the New York State Unified Court System and a Technology Initiative Grant from Legal Services Corporation and the State Justice Institute.
NY-DIY (Version 20090602)
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "02-Your name", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "//setting a default for this variableuploaded file: smallestate.a2j
" }, "06-Other application": { "name": "06-Other application", "type": "A2J", "step": 1, "repeatVar": "", "text": "In the Affidavit, you will have to swear that no one else has already filed papers to handle %%[Decedent first name TE]%%'s property and debts.
Has anyone else already filed papers to distribute the property of %%[Decedent first name TE]%% %%[Decedent last name TE]%%?
", "textAudioURL": "", "learn": "How do I know if someone else filed?", "help": "Ask the court clerk about how to find papers that have already been filed.
Examples of the papers people file with the court in cases like yours are called \"Voluntary Administration\", \"Petition for Administration\" or \"Petition for Probate of a Will.\"
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "06a-Some already filed", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" }, { "label": "No", "next": "07-Real Estate", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "01-Decedent Full Name": { "name": "01-Decedent Full Name", "type": "A2J", "step": 1, "repeatVar": "", "text": "What is the name of the person who died
(the decedent)?
", "textAudioURL": "", "learn": "What do you mean?", "help": "Type in the first and last name of the person who died.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "02-Decedent Alias", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "First:", "name": "Decedent first name TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose an answer from the highlighted box before you can continue." }, { "type": "text", "label": "Middle:", "name": "Decedent middle name TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose an answer from the highlighted box before you can continue." }, { "type": "text", "label": "Last:", "name": "Decedent last name TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose an answer from the highlighted box before you can continue." }, { "type": "gender", "label": "Gender:", "name": "Decedent gender", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose an answer from the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "IF [Decedent gender] = \"Female\"What was %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s last home address?
", "textAudioURL": "", "learn": "What if the deceased moved to a nursing home and died there after selling the house?", "help": "According to the law, %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s domicile is a fixed, permanent and principal home to which %%HESHE([Decedent gender])%% always intends to return.
Nursing homes are usually the place that someone only enters if %%HESHE([Decedent gender])%% is incapacitated or incompetent, and %%HESHE([Decedent gender])%% would always prefer to return home.
Therefore, %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s domicile is %%[decedent his/her TE]%% last known address before entering into the nursing home, even if %%HESHE([Decedent gender])%% no longer owns or rents the residence.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "09-Article 81 guardian", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "Street:", "name": "Decedent address line1 TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Apt.:", "name": "Decedent address line2 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted field before you can continue." }, { "type": "text", "label": "City:", "name": "Decedent city TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "County:", "name": "Decedent county TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "textpick", "label": "State:", "name": "Decedent state MC", "value": "New York", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "C:\\Documents and Settings\\US_states.xml", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose from the highlighted box before you can continue." }, { "type": "numberzip", "label": "Zip code:", "name": "Decedent postal code TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type a zip code in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "11-LOGIC STEP": { "name": "11-LOGIC STEP", "type": "A2J", "step": 3, "repeatVar": "", "text": "LOGIC STEP
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent had will TF", "value": "false" } ], "fields": [], "codeBefore": "IF [Decedent had will TF] = \"true\"if will=F and spouse=t and pet != spouse, say spouse must renounce
" }, "04a-Decedent place of death": { "name": "04a-Decedent place of death", "type": "A2J", "step": 1, "repeatVar": "", "text": "Did %%[Decedent first name TE]%% %%[Decedent last name TE]%% die in the United States?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "04b-Decedent place of death", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent died in US TF", "value": "true" }, { "label": "No", "next": "04c-Death abroad", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent died in US TF", "value": "false" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "07b-Your relationship to the decedent": { "name": "07b-Your relationship to the decedent", "type": "A2J", "step": 2, "repeatVar": "", "text": "What was your relationship to %%[Decedent first name TE]%% %%[Decedent last name TE]%%?
I am %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s:
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "radio", "label": "Wife", "name": "Client relationship to decedent MC", "value": "Wife", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose an answer from the highlighted box before you can continue." }, { "type": "radio", "label": "Daughter", "name": "Client relationship to decedent MC", "value": "Daughter", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose an answer from the highlighted box before you can continue." }, { "type": "radio", "label": "Granddaughter", "name": "Client relationship to decedent MC", "value": "Granddaughter", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose an answer from the highlighted box before you can continue." }, { "type": "radio", "label": "Mother", "name": "Client relationship to decedent MC", "value": "Mother", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose an answer from the highlighted box before you can continue." }, { "type": "radio", "label": "Sister", "name": "Client relationship to decedent MC", "value": "Sister", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose an answer from the highlighted box before you can continue." }, { "type": "radio", "label": "Aunt", "name": "Client relationship to decedent MC", "value": "Aunt", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose an answer from the highlighted box before you can continue." }, { "type": "radio", "label": "Niece", "name": "Client relationship to decedent MC", "value": "Niece", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose an answer from the highlighted box before you can continue." }, { "type": "radio", "label": "Other", "name": "Client relationship to decedent MC", "value": "Other", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose an answer from the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "IF [Client relationship to decedent MC] = \"Wife\"%%[Client first name TE]%%, please enter your home address:
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "04a-Your mailing address", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "Street:", "name": "Client address line1 TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Apt:", "name": "Client address line2 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "City:", "name": "Client city TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "County:", "name": "Client county TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "textpick", "label": "State:", "name": "Client state MC", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "C:\\Documents and Settings\\US_states.xml", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose an answer from the highlighted box before you can continue." }, { "type": "numberzip", "label": "Zip code:", "name": "Client postal code TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type a zip code in the highlighted field before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "04b-Your mailing address": { "name": "04b-Your mailing address", "type": "A2J", "step": 2, "repeatVar": "", "text": "What is your mailing address?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "05-Your phone number", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "Street 1:", "name": "Client mailing address line1 TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted field before you can continue." }, { "type": "text", "label": "Street 2:", "name": "Client mailing address line2 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "City:", "name": "Client mailing city TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "County:", "name": "Client mailing county TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose from the highlighted box before you can continue." }, { "type": "textpick", "label": "State:", "name": "Client mailing state MC", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "C:\\Documents and Settings\\US_states.xml", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose from the highlighted box before you can continue." }, { "type": "numberzip", "label": "Zip:", "name": "Client mailing postal code TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type a zip code in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "05-Your phone number": { "name": "05-Your phone number", "type": "A2J", "step": 2, "repeatVar": "", "text": "What is your telephone number where you can be reached during the day?
", "textAudioURL": "", "learn": "Why do you need my phone number?", "help": "You do not have to give us your phone number if you do not want to but, it is helpful to have this information. We might want to contact you if we have questions for you.
Your telephone number will be printed on the small estate affidavit unless you check the checkbox.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "06a-Your citizenship", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "numberphone", "label": "Phone:", "name": "Client home phone TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type a phone number in the highlighted box before you can continue." }, { "type": "checkbox", "label": "Do not print my phone number on the affidavit.", "name": "Client phone is private TF", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type a phone number in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "01a-Voluntary Administrator Checklist": { "name": "01a-Voluntary Administrator Checklist", "type": "A2J", "step": 2, "repeatVar": "", "text": "As a Voluntary Administrator, you have the following duties.
Please read each sentence carefully and click each box to agree to do that job:
", "textAudioURL": "", "learn": "What do you mean?", "help": "Read each sentence carefully and click each box to agree to do that job.
When you sign the Affidavit, you will be swearing that you will do all of these jobs. The court's form uses words that are hard for people to understand. You should ask the court clerk to explain what you don't understand.
If you do not agree to do these jobs, then you should not use this program. You have to agree in order to be a Voluntary Administrator.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue to page 2", "next": "01b-Voluntary Administrator Checklist", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "checkbox", "label": "Hold the %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s assets to give to the beneficiaries (the people who get them)", "name": "Duty1 TF", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. Please choose one or more checkboxes to continue." }, { "type": "checkbox", "label": "Open an estate bank account in %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s name in New York State", "name": "Duty2 TF", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. Please choose one or more checkboxes to continue." }, { "type": "checkbox", "label": "Sell %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s assets for cash as needed and deposit the money into the estate account", "name": "Duty3 TF", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. Please choose one or more checkboxes to continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "02-Decedent Alias": { "name": "02-Decedent Alias", "type": "A2J", "step": 1, "repeatVar": "", "text": "Did %%[Decedent first name TE]%% %%[Decedent last name TE]%% use any name different than %%[Decedent first name TE]%% %%[Decedent last name TE]%%?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "02a-Alias", "url": "", "repeatVar": "Aliascount", "repeatVarSet": "=1", "name": "Decedent had alias TF", "value": "true" }, { "label": "No", "next": "03-Date of death", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent had alias TF", "value": "false" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "04-Disclaimer": { "name": "04-Disclaimer", "type": "A2J", "step": 0, "repeatVar": "", "text": "%%[Client first name TE]%%, the only service we can give you is this program, which will help you complete this form.
This program can only give you legal information and not legal advice.
I understand that this program cannot give me legal advice.
", "textAudioURL": "", "learn": "What can the court clerk do?", "help": "Court clerks cannot apply or interpret the law for you. They cannot make a recommendation of what you should do in your case or situation. They cannot give you legal advice.
The court clerk can only explain court procedure and tell you your options without referring to your specific case or situation.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "05-Filing fee", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "04a-Your mailing address": { "name": "04a-Your mailing address", "type": "A2J", "step": 2, "repeatVar": "", "text": "Is this the address where you get your mail?
%%[Client address line1 TE]%%, %%[Client address line2 TE]%%
%%[Client city TE]%%, %%[Client state MC]%% %%[Client postal code TE]%%
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "05-Your phone number", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Client mailing address shown TF", "value": "false" }, { "label": "No", "next": "04b-Your mailing address", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Client mailing address shown TF", "value": "true" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "02a-Alias": { "name": "02a-Alias", "type": "A2J", "step": 1, "repeatVar": "Aliascount", "text": "You said that %%[Decedent first name TE]%% %%[Decedent last name TE]%% used another name.
What other name is %%HESHE([Decedent gender])%% known by?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "02b-Another alias", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "Full name:", "name": "Decedent alias full name TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "01-About the distributees": { "name": "01-About the distributees", "type": "A2J", "step": 3, "repeatVar": "", "text": "Now I will ask you some questions about the distributees of %%[Decedent first name TE]%% %%[Decedent last name TE]%%.
A distributee is a person who the law says might get some of %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s property.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "//If we already know that decedent has spouse (Pet is spouse) then skip the spouse Q.Does %%[Decedent first name TE]%% %%[Decedent last name TE]%% have a %%[husband/wife TE]%% who is still alive?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "02a-Who is the spouse?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent has spouse TF", "value": "true" }, { "label": "No", "next": "03-Children Intro", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent has spouse TF", "value": "false" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "1-Done!": { "name": "1-Done!", "type": "A2J", "step": 8, "repeatVar": "", "text": "Finished
Congratulations! You have finished the program.
If you are at a public computer, remember to close this program and your Small Estate Affidavit before leaving to protect your privacy. If you don't know how, ask someone to help you. It is very important.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "2-Congratulations", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "2-Congratulations": { "name": "2-Congratulations", "type": "A2J", "step": 8, "repeatVar": "", "text": "To exit the program and get your results, please click Finish (one time), and wait for the next screen to appear.
At the next screen, click Get Document.
When your document is ready, click on Open. You will be able to see and print your affidavit. Then, bring the affidavit to the Surrogate's Court.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Finish", "next": "SUCCESS", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "1-Beneficiary intro": { "name": "1-Beneficiary intro", "type": "A2J", "step": 4, "repeatVar": "", "text": "Now I will ask you about the \"Beneficiaries\" named in the will.
A beneficiary is someone named in the will to receive %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s property.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "2-Affiant beneficiary?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "3a-Other beneficiary's name": { "name": "3a-Other beneficiary's name", "type": "A2J", "step": 4, "repeatVar": "b_count", "text": "Please enter the %%ordinal(b_count)%% beneficiary's name:
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "3b-Beneficiary's address", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "First:", "name": "Beneficiary first name TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Middle:", "name": "Beneficiary middle name TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Last:", "name": "Beneficiary last name TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "textpick", "label": "Suffix:", "name": "Beneficiary suffix MC", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "C:\\Documents and Settings\\Name_suffix.xml", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "1-Asset Intro": { "name": "1-Asset Intro", "type": "A2J", "step": 5, "repeatVar": "", "text": "%%[Decedent first name TE]%% %%[Decedent last name TE]%%'s Assets
Next I will ask you about assets (property) %%[Decedent first name TE]%% %%[Decedent last name TE]%% had.
", "textAudioURL": "", "learn": "What is the legal definition of \"assets\"?", "help": "\"Assets\" are %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s personal property, located in New York State, except joint bank accounts, trust accounts, U.S. savings bonds POD (payable on death) and property owned with another person, or property exempt under the EPTL Section 5-3.1, or $%%DOLLAR([Asset limit NU])%%.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "1a-Asset examples", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "07c-Your relationship to the decedent": { "name": "07c-Your relationship to the decedent", "type": "A2J", "step": 2, "repeatVar": "", "text": "What was your relationship to %%[Decedent first name TE]%% %%[Decedent last name TE]%%?
I am %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s:
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "radio", "label": "Husband", "name": "Client relationship to decedent MC", "value": "Husband", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose an answer from the highlighted box before you can continue." }, { "type": "radio", "label": "Son", "name": "Client relationship to decedent MC", "value": "Son", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose an answer from the highlighted box before you can continue." }, { "type": "radio", "label": "Grandson", "name": "Client relationship to decedent MC", "value": "Grandson", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose an answer from the highlighted box before you can continue." }, { "type": "radio", "label": "Father", "name": "Client relationship to decedent MC", "value": "Father", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose an answer from the highlighted box before you can continue." }, { "type": "radio", "label": "Brother", "name": "Client relationship to decedent MC", "value": "Brother", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose an answer from the highlighted box before you can continue." }, { "type": "radio", "label": "Nephew", "name": "Client relationship to decedent MC", "value": "Nephew", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose an answer from the highlighted box before you can continue." }, { "type": "radio", "label": "Uncle", "name": "Client relationship to decedent MC", "value": "Uncle", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose an answer from the highlighted box before you can continue." }, { "type": "radio", "label": "Other", "name": "Client relationship to decedent MC", "value": "Other", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose an answer from the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "IF [Client relationship to decedent MC] = \"Husband\"You said you are %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s %%[Client relationship to decedent MC]%%.
Is this correct?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Client relationship start over TF", "value": "true" }, { "label": "No", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Client relationship start over TF", "value": "false" } ], "fields": [], "codeBefore": "", "codeAfter": "//set decedent has spouse to true if Pet is Wife or HusbandDon't delete this q. it sets the has spouse TF variable
" }, "07a-Your relationship to the deceased": { "name": "07a-Your relationship to the deceased", "type": "A2J", "step": 2, "repeatVar": "", "text": "Next, I'll ask you about your relationship to %%[Decedent first name TE]%%.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "IF [User Gender] = \"Female\"Enter %%[Beneficiary first name TE#b_count]%% %%[Beneficiary last name TE#b_count]%%'s address:
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "3c-Beneficiary bequest", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "Street:", "name": "Beneficiary address line1 TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Apt.:", "name": "Beneficiary address line2 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "City:", "name": "Beneficiary city TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "textpick", "label": "State:", "name": "Beneficiary state MC", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "C:\\Documents and Settings\\US_states.xml", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose from the highlighted box before you can continue." }, { "type": "numberzip", "label": "Zip code:", "name": "Beneficiary postal code TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type a zip code in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "3c-Beneficiary bequest": { "name": "3c-Beneficiary bequest", "type": "A2J", "step": 4, "repeatVar": "b_count", "text": "What did %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s will leave to %%[Beneficiary first name TE#b_count]%%?
List each item.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "3d-Another beneficiary?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "textlong", "label": "", "name": "Beneficiary bequest TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "3d-Another beneficiary?": { "name": "3d-Another beneficiary?", "type": "A2J", "step": 4, "repeatVar": "b_count", "text": "You have added %%[b_count]%% %%[beneficiary/beneficiaries TE]%%: %%[Beneficiary first name TE]%%.
Do you need to add another beneficiary?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "3a-Other beneficiary's name", "url": "", "repeatVar": "b_count", "repeatVarSet": "+=1", "name": "", "value": "" }, { "label": "No", "next": "1-Asset Intro", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "IF b_count = 1Now, I need to make sure that this program is right for you.
What is the date that %%[Decedent first name TE]%% %%[Decedent last name TE]%% died?
(Note: use the arrow keys next to the boxes to find the correct date - MM/DD/YYYY)
", "textAudioURL": "", "learn": "Why are the dates limited?", "help": "You can only use this program if %%[Decedent first name TE]%% %%[Decedent last name TE]%% died after 1996.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "datemdy", "label": "Date:", "name": "Decedent date of death DA", "value": "", "order": "", "required": true, "min": "8/29/1996", "max": "1/1/2015", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "To use this program, %%[Decedent first name TE]%% %%[Decedent last name TE]%% had to have died after August 29, 1996." } ], "codeBefore": "", "codeAfter": "SET [Cut off 1996 DA] TO \"08/29/1996\"In what county are you filing this form?
", "textAudioURL": "", "learn": "Where should I file?", "help": "Usually, you should file the affidavit in the county where the person who died lived, or where most of his or her property is located.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "01-Decedent Full Name", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "textpick", "label": "County:", "name": "Jurisdiction county MC", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "C:\\Documents and Settings\\NY_counties.xml", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose an answer from the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "IF [Jurisdiction county MC] = \"New York\"Your relationship to %%[Decedent first name TE]%% was not listed on the last screen.
What is your relationship to %%[Decedent first name TE]%%?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "08b-Confirm your relationship - other", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "Relationship:", "name": "Client relationship other TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "04-Children": { "name": "04-Children", "type": "A2J", "step": 3, "repeatVar": "c_count", "text": "What is the name of the %%ordinal(C_COUNT)%% child that is still alive?
Remember to include adopted children and non-marital children.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "04a-Non-marital child?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "First:", "name": "Child first name TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Middle:", "name": "Child middle name TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Last:", "name": "Child last name TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "textpick", "label": "Suffix:", "name": "Child suffix MC", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "C:\\Documents and Settings\\Name_suffix.xml", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "02a-Who is the spouse?": { "name": "02a-Who is the spouse?", "type": "A2J", "step": 3, "repeatVar": "", "text": "What is %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s %%[husband/wife TE]%%'s name?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "02b-Spouse address", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "First:", "name": "Spouse first name TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Middle:", "name": "Spouse middle name TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Last:", "name": "Spouse last name TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "textpick", "label": "Suffix:", "name": "Spouse suffix MC", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "C:\\Documents and Settings\\Name_suffix.xml", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "04b-Child's address": { "name": "04b-Child's address", "type": "A2J", "step": 3, "repeatVar": "c_count", "text": "What is %%[Child first name TE#c_count]%% %%[Child last name TE#c_count]%%'s address?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "04c-Child's bequest", "url": "", "repeatVar": "", "repeatVarSet": "=1", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "Street:", "name": "Child address line1 TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Apt.:", "name": "Child address line2 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "City:", "name": "Child city TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "textpick", "label": "State:", "name": "Child state MC", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "C:\\Documents and Settings\\US_states.xml", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose from the highlighted field before you can continue." }, { "type": "numberzip", "label": "Zip code:", "name": "Child postal code TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type a zip code in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "05a-Grandchild's parent": { "name": "05a-Grandchild's parent", "type": "A2J", "step": 3, "repeatVar": "", "text": "Did %%[Decedent first name TE]%% %%[Decedent last name TE]%% have any children (marital, non-marital or adopted) who died before %%[decedent him/her TE]%%?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent has dead children TF", "value": "true" }, { "label": "No", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent has dead children TF", "value": "false" } ], "fields": [], "codeBefore": "SET g_count TO 0Enter the name of the %%ordinal(g_count)%% grandchild whose parent died:
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "05d-Deceased child address", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "First:", "name": "Child descendant first name TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type a response in the highlighted field before you can continue." }, { "type": "text", "label": "Middle:", "name": "Child descendant middle name TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "You must type a response in the highlighted space before you can continue." }, { "type": "text", "label": "Last:", "name": "Child descendant last name TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "You must type a response in the highlighted space before you can continue." }, { "type": "textpick", "label": "Suffix:", "name": "Child descendant suffix MC", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "C:\\Documents and Settings\\Name_suffix.xml", "listData": "", "sample": "", "invalidPrompt": "You must make a selection from the highlighted space before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "05d-Deceased child address": { "name": "05d-Deceased child address", "type": "A2J", "step": 3, "repeatVar": "g_count", "text": "Type %%[Child descendant first name TE#g_count]%% %%[Child descendant last name TE#g_count]%%'s address:
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "05e-Grandchild bequest", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "Street:", "name": "Child descendant address line1 TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Apt.:", "name": "Child descendant address line2 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "City:", "name": "Child descendant city TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "textpick", "label": "State:", "name": "Child descendant state MC", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "C:\\Documents and Settings\\US_states.xml", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose from the highlighted box before you can continue." }, { "type": "numberzip", "label": "Zip code:", "name": "Child descendant postal code TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type a zip code in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "one goes to plural, one singular
" }, "05g-Another grandchild?": { "name": "05g-Another grandchild?", "type": "A2J", "step": 3, "repeatVar": "g_count", "text": "So far you have entered: %%[Child descendant first name TE]%%.
Is there another child of %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s deceased child?
", "textAudioURL": "", "learn": "What do you mean?", "help": "This would be another grandchild whose parent was a son or daughter of %%[Decedent first name TE]%% %%[Decedent last name TE]%%.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "05c-Grandchild's name", "url": "", "repeatVar": "g_count", "repeatVarSet": "+=1", "name": "", "value": "" }, { "label": "No", "next": "06-LOGIC STEP", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "04e-Add another child?": { "name": "04e-Add another child?", "type": "A2J", "step": 3, "repeatVar": "c_count", "text": "So far you have listed: %%[Child first name TE]%%.
Does %%[Decedent first name TE]%% %%[Decedent last name TE]%% have any other living children?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "04-Children", "url": "", "repeatVar": "C_COUNT", "repeatVarSet": "+=1", "name": "", "value": "" }, { "label": "No", "next": "05.1-Deceased children", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "02b-Spouse address": { "name": "02b-Spouse address", "type": "A2J", "step": 3, "repeatVar": "", "text": "What is %%[Spouse first name TE]%% %%[Spouse last name TE]%%'s address?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "02c-Spouse bequest", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "Street:", "name": "Spouse address line1 TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Apt.:", "name": "Spouse address line2 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "City:", "name": "Spouse city TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "textpick", "label": "State:", "name": "Spouse state MC", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "C:\\Documents and Settings\\US_states.xml", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose from the highlighted field before you can continue." }, { "type": "numberzip", "label": "Zip code:", "name": "Spouse postal code TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type a zip code in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "05b-Grandchild": { "name": "05b-Grandchild", "type": "A2J", "step": 3, "repeatVar": "", "text": "Did any of the children who died have children who are alive now?
These are grandchildren of %%[Decedent first name TE]%% %%[Decedent last name TE]%%.
", "textAudioURL": "", "learn": "What do you mean?", "help": "In other words, answer Yes if:
* %%[Decedent first name TE]%% %%[Decedent last name TE]%% has a live grandchild,
* AND one of that grandchild's parents has died,
* AND the parent that died was %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s child.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "05c-Grandchild's name", "url": "", "repeatVar": "g_count", "repeatVarSet": "=1", "name": "Decedent has grandchildren TF", "value": "true" }, { "label": "No", "next": "06-LOGIC STEP", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent has grandchildren TF", "value": "false" } ], "fields": [], "codeBefore": "", "codeAfter": "IF [Decedent has grandchildren TF]=\"false\"Enter the first asset and its value.
For example:
Asset: 1991 Ford Escort
Value: $3000.00
Details: VIN # 123456789
You will have a chance to add another asset.
", "textAudioURL": "", "learn": "Can I see an example?", "help": "Asset: M&T Bank checking account
Value: $2,500.00
Details: Account # 123456
Asset: Citibank savings account
Value: $1,000.00
Details: Account # 123456
Asset: 1991 Ford Escort
Value: $3000.00
Details: VIN # 123456789
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "Asset:", "name": "Asset name 1 TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "numberdollar", "label": "Value: $", "name": "Asset value 1 NU", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Details:", "name": "Asset details 1 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "SET [Asset 1 TF] TO true%%[Decedent first name TE]%% %%[Decedent last name TE]%%'s Liabilities
You are almost done. Now I will ask you whether %%[Decedent first name TE]%% %%[Decedent last name TE]%% owed anyone money.
When someone dies, some of the debts he or she owed at death should be paid to people or companies from the property of the estate.
These debts are called liabilities.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "1a-Liabilities info", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent has liabilities TF", "value": "true" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "2a-Who is the first creditor?": { "name": "2a-Who is the first creditor?", "type": "A2J", "step": 7, "repeatVar": "", "text": "Enter the name of the creditor and the amount %%[Decedent first name TE]%% %%[Decedent last name TE]%% owed. Please include details.
For example:
Creditor: Visa credit card
Amount: $2,000.00
Details: Account # 123456
You will have a chance to add another creditor.
", "textAudioURL": "", "learn": "Can I see more examples?", "help": "Creditor: American Express
Amount: $2,200.00
Details: Account # 1234567890123456
Creditor: Warner Funeral Home
Amount: $2,000.00
Details: for coffin and burial
Creditor: AT&T Wireless
Amount: $75.00
Details: Account # 9175555555
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "2b-Is there another creditor?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "Creditor:", "name": "Liability name 1 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "numberdollar", "label": "Amount: $", "name": "Liability amount 1 NU", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Details:", "name": "Liability details 1 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "SET [Liability 1 TF] TO trueYou entered that %%[Decedent first name TE]%% %%[Decedent last name TE]%% had the following creditors:
%%[Liability name 1 TE]%%
in the amount of $%%DOLLAR([Liability amount 1 NU])%%
Did %%[Decedent first name TE]%% %%[Decedent last name TE]%% have another creditor?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "2c-Who is the second creditor?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" }, { "label": "No", "next": "3a-Is this correct?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "03a-Did the decedent have kids?": { "name": "03a-Did the decedent have kids?", "type": "A2J", "step": 3, "repeatVar": "", "text": "Did %%[Decedent first name TE]%% %%[Decedent last name TE]%% have any children who are still alive?
", "textAudioURL": "", "learn": "Who should I include?", "help": "For this question, you should include marital children, non-marital children, or adopted children who are still alive.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "04-Children", "url": "", "repeatVar": "c_count", "repeatVarSet": "=1", "name": "Decedent has children TF", "value": "true" }, { "label": "No", "next": "05.1-Deceased children", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent has children TF", "value": "false" } ], "fields": [], "codeBefore": "SET [Dynamic text child TE] TO \"Does\"Distributees: Children
Now I'll ask you about children of %%[Decedent first name TE]%% %%[Decedent last name TE]%%.
Children include adopted children and non-marital children.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "IF [Client relationship to decedent MC] = \"Daughter\"Is %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s father alive?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "07a-What is the decedent's father's name?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent has father TF", "value": "true" }, { "label": "No", "next": "08-Is the decedent's mother alive?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent has father TF", "value": "false" } ], "fields": [], "codeBefore": "IF [Client relationship to decedent MC] = \"Father\"Only list property that %%[Decedent first name TE]%% %%[Decedent last name TE]%% owned in %%HISHER([Decedent gender])%% name only.
Do not list property %%[Decedent first name TE]%% %%[Decedent last name TE]%% owned with another person.
", "textAudioURL": "", "learn": "What do you mean?", "help": "You do NOT need to list joint bank accounts, trust accounts, U.S. savings bonds payable on death, property owned with another person, or property exempt under EPTL 5-3.1.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "2-Does decedent have any assets?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "SET [Asset value check TF] TO falseAre there beneficiaries (people named in %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s will) other than you who you have NOT already named in these questions?
", "textAudioURL": "", "learn": "What do you mean?", "help": "If you already typed the beneficiary's name in the distributee section, you do not need to type it again. The court needs the name in either place so it can send notices to all interested people.
When you swear to this affidavit and give it to the court, you are promising to distribute %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s property according to the law.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "3a-Other beneficiary's name", "url": "", "repeatVar": "b_count", "repeatVarSet": "=1", "name": "Additional beneficiaries TF", "value": "true" }, { "label": "No", "next": "1-Asset Intro", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Additional beneficiaries TF", "value": "false" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "07a-What is the decedent's father's name?": { "name": "07a-What is the decedent's father's name?", "type": "A2J", "step": 3, "repeatVar": "", "text": "What is %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s father's name?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "07b-What is the decedent's father's address?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "First:", "name": "Decedent father first name TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Middle:", "name": "Decedent father middle name TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Last:", "name": "Decedent father last name TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "textpick", "label": "Suffix:", "name": "Decedent father suffix MC", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "C:\\Documents and Settings\\Name_suffix.xml", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "07b-What is the decedent's father's address?": { "name": "07b-What is the decedent's father's address?", "type": "A2J", "step": 3, "repeatVar": "", "text": "What is %%[Decedent father first name TE]%% %%[Decedent father last name TE]%%'s address?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "07c-Father's bequest", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "Address:", "name": "Decedent father address line1 TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Apt.:", "name": "Decedent father address line2 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "City:", "name": "Decedent father city TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type am answer in the highlighted box before you can continue." }, { "type": "textpick", "label": "State:", "name": "Decedent father state MC", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "C:\\Documents and Settings\\US_states.xml", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose from the highlighted box before you can continue." }, { "type": "numberzip", "label": "Zip code:", "name": "Decedent father postal code TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type a zip code in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "10-No distributees": { "name": "10-No distributees", "type": "A2J", "step": 3, "repeatVar": "", "text": "You said that %%[Decedent first name TE]%% %%[Decedent last name TE]%% had no spouse, no children, no grandchildren with parents who are dead, %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s parents are not alive and %%HESHE([Decedent gender])%% has no brothers or sisters.
There are other kinds of distributees (aunts, uncles, cousins, etc.), but this situation is too difficult for this program.
Please see the Surrogate's Court Clerk.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Exit", "next": "FAIL", "url": "http://www.courts.state.ny.us/courts/trialcourts.shtml", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "IF [Decedent has father TF] = \"true\" or [Decedent has mother TF] = \"true\" or [Client relationship to decedent MC] = \"Brother\" or [Client relationship to decedent MC] = \"Sister\"Is %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s mother alive?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "08a-What is the decedent's mother's name?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent has mother TF", "value": "true" }, { "label": "No", "next": "09-Does the decedent have any siblings?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent has mother TF", "value": "false" } ], "fields": [], "codeBefore": "IF [Client relationship to decedent MC] = \"Mother\"What is %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s mother's name?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "08b-What is the decedent's mother's address?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "First:", "name": "Decedent mother first name TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Middle:", "name": "Decedent mother middle name TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Last:", "name": "Decedent mother last name TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "textpick", "label": "Suffix:", "name": "Decedent mother suffix MC", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "C:\\Documents and Settings\\Name_suffix.xml", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "08b-What is the decedent's mother's address?": { "name": "08b-What is the decedent's mother's address?", "type": "A2J", "step": 3, "repeatVar": "", "text": "What is %%[Decedent mother first name TE]%% %%[Decedent mother last name TE]%%'s address?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "08c-Mother's bequest", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "Address:", "name": "Decedent mother address line1 TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Apt.:", "name": "Decedent mother address line2 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "City:", "name": "Decedent mother city TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "textpick", "label": "State:", "name": "Decedent mother state MC", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "C:\\Documents and Settings\\US_states.xml", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose from the highlighted box before you can continue." }, { "type": "numberzip", "label": "Zip code:", "name": "Decedent mother postal code TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type a zip code in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "2-Affiant beneficiary?": { "name": "2-Affiant beneficiary?", "type": "A2J", "step": 4, "repeatVar": "", "text": "Did %%[Decedent first name TE]%% %%[Decedent last name TE]%% leave you anything in %%[decedent his/her TE]%% will?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "2a-Affiant bequest", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Client is beneficiary TF", "value": "true" }, { "label": "No", "next": "3-Other beneficiaries?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Client is beneficiary TF", "value": "false" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "5-Exempt assets": { "name": "5-Exempt assets", "type": "A2J", "step": 5, "repeatVar": "", "text": "Exempt Assets
Paragraph 9 on the Affidavit has boxes to write in
\"Items of personal property exempt under EPTL.\"
You should ask the clerk about exempt property if %%[Decedent first name TE]%% has a spouse, or %%[Decedent first name TE]%% has a child under 21 years old.
", "textAudioURL": "", "learn": "Why should I ask the clerk about exempt property?", "help": "You can use this program and Affidavit if the estate has a value of $%%DOLLAR([Asset limit NU])%%. Some assets don't count toward the $%%DOLLAR([Asset limit NU])%% limit if there is a spouse or child under 21 years of age. These exempt assets can include a computer, a car, and the family bible.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "1-Non-monetary certificates", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "11a-Spouse has priority": { "name": "11a-Spouse has priority", "type": "A2J", "step": 3, "repeatVar": "", "text": "You said that %%[Decedent first name TE]%% %%[Decedent last name TE]%% has a living %%[husband/wife TE]%%, and you are not %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s spouse.
%%[Decedent first name TE]%% %%[Decedent last name TE]%%'s %%[husband/wife TE]%% has to give up %%[spouse his/her TE]%% right to distribute the estate before you can become the Voluntary Administrator.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "1-Asset Intro", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "//If there is no spouse at all, go on to check 2nd level priority.You said that %%[Decedent first name TE]%% %%[Decedent last name TE]%% left no will and had no spouse who is alive.
There are complicated rules about who can handle the estate. Basically, it has to be
%%[Decedent first name TE]%% %%[Decedent last name TE]%%'s closest surviving relative.
You should ask the Court Clerk to make sure that you can file this form to be the Voluntary Administrator.
", "textAudioURL": "", "learn": "Who can be administrator?", "help": "When there is no will, only certain people can apply to be the voluntary administrator.
The closest relative has to be the administrator, unless he or she \"renounces\" (gives up) the right to administer the estate. For this form, this is the order:
- the spouse,
- any surviving child or grandchild whose parent has died,
- any other grandchildren,
- a parent of %%[Decedent first name TE]%% %%[Decedent last name TE]%%,
- %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s brothers or sisters,
- any other people who are \"distributees\"
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "1-Asset Intro", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "SET [Print renunciation TF] TO \"true\"If D had children or qgc, and P is not child or qgc... show error
D had will, skip this logic:
If D left live spouse and P is not spouse, see clerk.
If D left children/grandchildren and P is not spouse or child/grandch , see clerk
If D left parent and P is not spouse, child/grandch, or parent, see clerk.
*** we already kick them out if D did not have at least a parent, so don't need logic below this line***
If D left sibling and P is not spouse, child/grandch, parent, or sibling, see clerk.
If D left neice or nephew or aunt or uncle, and P is not one of those or higher in priority, see clerk.
" }, "02-Your name": { "name": "02-Your name", "type": "A2J", "step": 0, "repeatVar": "", "text": "First, please enter your name and select your gender.
", "textAudioURL": "", "learn": "What about my privacy? What will happen to this information?", "help": "Your information is used to fill in the required information on the form or petition. We do not sell your information to anyone.
We may use your answers to collect statistics, such as how many people use this program on the computer.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "03-Instructions", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "First:", "name": "Client first name TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Middle:", "name": "Client middle name TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Last:", "name": "Client last name TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "textpick", "label": "Suffix:", "name": "Client suffix MC", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "C:\\Documents and Settings\\Name_suffix.xml", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "gender", "label": "Gender:", "name": "User Gender", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose male or female from the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "06a-Some already filed": { "name": "06a-Some already filed", "type": "A2J", "step": 1, "repeatVar": "", "text": "I'm sorry, %%[Client first name TE]%%, this program can't help you because someone else has already filed papers to distribute %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s property.
", "textAudioURL": "", "learn": "What if I Continue?", "help": "You can click Continue to learn more about the Affidavit, but you should talk to a lawyer and the Court Clerk before filing any papers.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Exit", "next": "FAIL", "url": "http://www.courts.state.ny.us/courts/trialcourts.shtml", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" }, { "label": "Continue", "next": "07-Real Estate", "url": "http://www.lawhelp.org/ny", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "01c-Do not agree to Voluntary Administrator Checklist": { "name": "01c-Do not agree to Voluntary Administrator Checklist", "type": "A2J", "step": 2, "repeatVar": "", "text": "I'm sorry %%[Client first name TE]%%, you must agree to do all of the things listed in the last question if you want to use this program to fill out an Affidavit of Voluntary Administration form.
You can go back and agree to do all the things on the list, or you can leave now by clicking Exit.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Go Back", "next": "01a-Voluntary Administrator Checklist", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" }, { "label": "Exit", "next": "FAIL", "url": "http://www.courts.state.ny.us/courts/trialcourts.shtml", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "10a-Decedent's citizenship": { "name": "10a-Decedent's citizenship", "type": "A2J", "step": 1, "repeatVar": "", "text": "Was %%[Decedent first name TE]%% %%[Decedent last name TE]%% a citizen of the United States?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "11a-Did the decedent have a will?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent had US citizenship TF", "value": "true" }, { "label": "No", "next": "10b-Decedent's citizenship", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent had US citizenship TF", "value": "false" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "05-Asset limits": { "name": "05-Asset limits", "type": "A2J", "step": 1, "repeatVar": "", "text": "%%[Client first name TE]%%, you can only use this program if %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s property is worth $%%DOLLAR([Asset limit NU])%% or less.
Please choose one:
", "textAudioURL": "", "learn": "What if the property is worth close to the limit?", "help": "If the value of %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s property is close to $%%DOLLAR([Asset limit NU])%%, you can finish this program because some property might not count toward the limit.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "06-Other application", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "radio", "label": "%%[Decedent first name TE]%% %%[Decedent last name TE]%%'s property is worth more than $%%DOLLAR([Asset limit NU])%%.", "name": "Deceased property value MC", "value": "over", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose an answer from the highlighted box before you can continue." }, { "type": "radio", "label": "%%[Decedent first name TE]%% %%[Decedent last name TE]%%'s property is worth $%%DOLLAR([Asset limit NU])%% or less.", "name": "Deceased property value MC", "value": "under", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose an answer from the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "IF [Deceased property value MC] = \"over\"%%[Client first name TE]%%, this program is not right for your situation. You said that %%[Decedent first name TE]%% %%[Decedent last name TE]%% died on %%date([Decedent date of death DA])%%.
This program can only be used if %%[Decedent first name TE]%% %%[Decedent last name TE]%% died after 1996.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Exit", "next": "FAIL", "url": "http://www.courts.state.ny.us/courts/trialcourts.shtml", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" }, { "label": "Go Back", "next": "03-Date of death", "url": "http://www.lawhelp.org/ny", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "05a-More than limit": { "name": "05a-More than limit", "type": "A2J", "step": 1, "repeatVar": "", "text": "%%[Client first name TE]%%, this program is not right for your situation. You said that %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s property is worth $%%DOLLAR([Asset limit NU])%% or more.
", "textAudioURL": "", "learn": "What should I do?", "help": "Your situation is too complicated for this program to handle. Click EXIT for help to find a lawyer in your area.
If you made a mistake, click Go Back.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Exit", "next": "FAIL", "url": "http://www.courts.state.ny.us/courts/trialcourts.shtml", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" }, { "label": "Go Back", "next": "05-Asset limits", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "06-LOGIC STEP": { "name": "06-LOGIC STEP", "type": "A2J", "step": 3, "repeatVar": "", "text": "LOGIC STEP
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "IF c_count = 1Did %%[Decedent first name TE]%% %%[Decedent last name TE]%% own a house or land?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "07a-Real property issue", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" }, { "label": "No", "next": "08-Decedent domicile", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "07a-Real property issue": { "name": "07a-Real property issue", "type": "A2J", "step": 1, "repeatVar": "", "text": "Did %%[Decedent first name TE]%% %%[Decedent last name TE]%% own the house or land jointly with someone else?
", "textAudioURL": "", "learn": "What do you mean?", "help": "Disposing of real property means selling it for cash. You can use this program if you are just administering %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s personal property and not selling any real property.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "08-Decedent domicile", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" }, { "label": "No", "next": "07b-Real property issue", "url": "http://www.lawhelp.org/ny", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "2b-Is there another asset?": { "name": "2b-Is there another asset?", "type": "A2J", "step": 5, "repeatVar": "", "text": "You have entered that %%[Decedent first name TE]%% %%[Decedent last name TE]%% owned the following:
%%[Asset name 1 TE]%%
worth $%%DOLLAR([Asset value 1 NU])%%
Did %%[Decedent first name TE]%% %%[Decedent last name TE]%% own another asset?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "2c-What is the second asset?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" }, { "label": "No", "next": "3-ASSET CHECK STEP", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "03b-Other than you, Did the decedent have kids?": { "name": "03b-Other than you, Did the decedent have kids?", "type": "A2J", "step": 3, "repeatVar": "", "text": "Other than you, did %%[Decedent first name TE]%% %%[Decedent last name TE]%% have any children who are still alive?
", "textAudioURL": "", "learn": "Who should I include?", "help": "For this question, you should include marital children, non-marital children, or adopted children who are still alive.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "04-Children", "url": "", "repeatVar": "c_count", "repeatVarSet": "=1", "name": "Decedent has children TF", "value": "true" }, { "label": "No", "next": "05.1-Deceased children", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent has children TF", "value": "false" } ], "fields": [], "codeBefore": "", "codeAfter": "SET c_count TO 0Did %%[Decedent first name TE]%% %%[Decedent last name TE]%% owe any money to anyone?
", "textAudioURL": "", "learn": "Can I see some examples?", "help": "Creditor: American Express
Amount: $2,200.00
Details: Account # 1234567890123456
Creditor: Warner Funeral Home
Amount: $2,000.00
Details: for coffin and burial
Creditor: AT&T Wireless
Amount: $75.00
Details: Account # 9175555555
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "2a-Who is the first creditor?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent has liabilities TF", "value": "true" }, { "label": "No", "next": "1-Done!", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent has liabilities TF", "value": "false" } ], "fields": [], "codeBefore": "", "codeAfter": "SET [Liability 1 TF] TO falseSo far you have listed the following name%%[name/s TE]%%: %%[Decedent alias full name TE]%%.
Did %%[Decedent first name TE]%% %%[Decedent last name TE]%% use another name?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "02a-Alias", "url": "", "repeatVar": "Aliascount", "repeatVarSet": "+=1", "name": "", "value": "" }, { "label": "No", "next": "03-Date of death", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "IF Aliascount > 1Before we move on, I want to make sure that I have the right information.
Are the following statements correct?
* %%[Dynamic text TE]%% %%[Decedent first name TE]%% %%[Decedent last name TE]%% does not have any children who are alive.
* %%[other than you TE]%% %%[Decedent first name TE]%% %%[Decedent last name TE]%% does not have any grandchildren who are the children of %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s deceased child.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Distributee summary correct TF", "value": "true" }, { "label": "No", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Distributee summary correct TF", "value": "false" } ], "fields": [], "codeBefore": "", "codeAfter": "IF [Distributee summary correct TF] = \"false\"Before we move on, I want to make sure that I have the right information.
Are the following statements correct?
* %%[Dynamic text TE]%% %%[Decedent first name TE]%% %%[Decedent last name TE]%% does not have any children that are alive.
* %%[other than you TE]%% %%[Decedent first name TE]%% %%[Decedent last name TE]%% has %%[g_count]%% %%[grandchild/children TE]%%, %%[Child descendant first name TE]%%, who %%[grandchild is/are TE]%% the %%[child/children2 TE]%% of %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s deceased child.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Distributee summary correct TF", "value": "true" }, { "label": "No", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Distributee summary correct TF", "value": "false" } ], "fields": [], "codeBefore": "", "codeAfter": "IF [Distributee summary correct TF] = \"false\"Before we move on, I want to make sure that I have the right information.
Are the following statements correct?
* %%[Dynamic text TE]%% %%[Decedent first name TE]%% %%[Decedent last name TE]%% has %%[c_count]%% %%[child/children TE]%%, %%[Child first name TE]%%, who %%[is/are TE]%% alive.
* %%[other than you TE]%% %%[Decedent first name TE]%% %%[Decedent last name TE]%% does not have any grandchildren who are the children of %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s deceased child.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Distributee summary correct TF", "value": "true" }, { "label": "No", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Distributee summary correct TF", "value": "false" } ], "fields": [], "codeBefore": "", "codeAfter": "IF [Distributee summary correct TF] = \"false\"Before we move on, I want to make sure that I have the right information.
Are the following statements correct?
* %%[Dynamic text TE]%% %%[Decedent first name TE]%% %%[Decedent last name TE]%% has %%[c_count]%% %%[child/children TE]%%, %%[Child first name TE]%%, who %%[is/are TE]%% alive.
* %%[other than you TE]%% %%[Decedent first name TE]%% %%[Decedent last name TE]%% has %%[g_count]%% %%[grandchild/children TE]%%, %%[Child descendant first name TE]%%, who %%[grandchild is/are TE]%% the %%[child/children2 TE]%% of %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s deceased child.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Distributee summary correct TF", "value": "true" }, { "label": "No", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Distributee summary correct TF", "value": "false" } ], "fields": [], "codeBefore": "", "codeAfter": "IF [Distributee summary correct TF] = \"false\"RESET STEP
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "SET [Decedent has spouse TF] TO \"false\"Logic forwarder
" }, "10b-Decedent's citizenship": { "name": "10b-Decedent's citizenship", "type": "A2J", "step": 1, "repeatVar": "", "text": "Since %%[Decedent first name TE]%% %%[Decedent last name TE]%% was not a US citizen, you may not be able to file this affidavit.
Please ask the clerk at the Surrogate's Court for more information.
What was %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s country of citizenship?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "11a-Did the decedent have a will?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "Country:", "name": "Decedent country of citizenship TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "You must type a response in the highlighted space before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "05.1-Deceased children": { "name": "05.1-Deceased children", "type": "A2J", "step": 3, "repeatVar": "", "text": "Did your parent, who is %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s child, die before %%[decedent him/her TE]%%?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Client is distributee grandchild TF", "value": "true" }, { "label": "No", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Client is distributee grandchild TF", "value": "false" } ], "fields": [], "codeBefore": "IF NOT ([Client relationship to decedent MC] = \"Granddaughter\" or [Client relationship to decedent MC] = \"Grandson\")Other than you, are there:
* Any grandchild of %%[Decedent first name TE]%% %%[Decedent last name TE]%% who is alive
* AND one of the parents was %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s child
* AND that parent died before %%[Decedent first name TE]%% %%[Decedent last name TE]%%?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "05c-Grandchild's name", "url": "", "repeatVar": "g_count", "repeatVarSet": "=1", "name": "Decedent has grandchildren TF", "value": "true" }, { "label": "No", "next": "06-LOGIC STEP", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent has grandchildren TF", "value": "false" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "09-Does the decedent have any siblings?": { "name": "09-Does the decedent have any siblings?", "type": "A2J", "step": 3, "repeatVar": "", "text": "%%[other than you sibling TE]%%oes %%[Decedent first name TE]%% %%[Decedent last name TE]%% have any brothers or sisters who are alive?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "09a-What is the decedent's sibling's name?", "url": "", "repeatVar": "Siblingcount", "repeatVarSet": "=1", "name": "Decedent has siblings TF", "value": "true" }, { "label": "No", "next": "10-No distributees", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent has siblings TF", "value": "false" } ], "fields": [], "codeBefore": "IF [Decedent has father TF] = \"true\" or [Decedent has mother TF] = \"true\"What is %%[Decedent sibling first name TE#Siblingcount]%% %%[Decedent sibling last name TE#Siblingcount]%%'s address?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "09c-What is the decedent's sibling's address", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "Address:", "name": "Decedent sibling address line1 TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Apt.:", "name": "Decedent sibling address line2 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "City:", "name": "Decedent sibling city TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "textpick", "label": "State:", "name": "Decedent sibling state MC", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "C:\\Documents and Settings\\US_states.xml", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must choose from the highlighted box before you can continue." }, { "type": "numberzip", "label": "Zip code:", "name": "Decedent sibling postal code TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type a zip code in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "09a-What is the decedent's sibling's name?": { "name": "09a-What is the decedent's sibling's name?", "type": "A2J", "step": 3, "repeatVar": "Siblingcount", "text": "What is %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s brother or sister's name?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "09b-What is the decedent's sibling's address", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "First:", "name": "Decedent sibling first name TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Middle:", "name": "Decedent sibling middle name TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Last:", "name": "Decedent sibling last name TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "textpick", "label": "Suffix:", "name": "Decedent sibling suffix MC", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "C:\\Documents and Settings\\Name_suffix.xml", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "09e-Add another sibling?": { "name": "09e-Add another sibling?", "type": "A2J", "step": 3, "repeatVar": "Siblingcount", "text": "So far you have listed %%Siblingcount%% sibling: %%[Decedent sibling first name TE]%%.
Does %%[Decedent first name TE]%% %%[Decedent last name TE]%% have any other brothers or sisters?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "09a-What is the decedent's sibling's name?", "url": "", "repeatVar": "Siblingcount", "repeatVarSet": "+=1", "name": "", "value": "" }, { "label": "No", "next": "11-LOGIC STEP", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "2d-Is there another asset?": { "name": "2d-Is there another asset?", "type": "A2J", "step": 5, "repeatVar": "", "text": "You have entered that %%[Decedent first name TE]%% %%[Decedent last name TE]%% owned the following:
%%[Asset name 1 TE]%%
worth $%%DOLLAR([Asset value 1 NU])%%
%%[Asset name 2 TE]%%
worth $%%DOLLAR([Asset value 2 NU])%%
Did %%[Decedent first name TE]%% %%[Decedent last name TE]%% own another asset?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "2e-What is the third asset?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" }, { "label": "No", "next": "3-ASSET CHECK STEP", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "2c-What is the second asset?": { "name": "2c-What is the second asset?", "type": "A2J", "step": 5, "repeatVar": "", "text": "Enter the next asset and its value.
You will have a chance to add another asset.
", "textAudioURL": "", "learn": "Can I see an example?", "help": "Asset: M&T Bank checking account
Value: $2,500.00
Details: Account # 123456
Asset: Citibank savings account
Value: $1,000.00
Details: Account # 123456
Asset: 1991 Ford Escort
Value: $3000.00
Details: VIN # 123456789
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "Asset:", "name": "Asset name 2 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "numberdollar", "label": "Value: $", "name": "Asset value 2 NU", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Details:", "name": "Asset details 2 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "SET [Asset 2 TF] TO trueEnter the next asset and its value.
You will have a chance to add another asset.
", "textAudioURL": "", "learn": "Can I see an example?", "help": "Asset: M&T Bank checking account
Value: $2,500.00
Details: Account # 123456
Asset: Citibank savings account
Value: $1,000.00
Details: Account # 123456
Asset: 1991 Ford Escort
Value: $3000.00
Details: VIN # 123456789
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "Asset:", "name": "Asset name 3 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "numberdollar", "label": "Value: $", "name": "Asset value 3 NU", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Details:", "name": "Asset details 3 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "SET [Asset 3 TF] TO trueYou have entered that %%[Decedent first name TE]%% %%[Decedent last name TE]%% owned the following:
%%[Asset name 1 TE]%%
worth $%%DOLLAR([Asset value 1 NU])%%
%%[Asset name 2 TE]%%
worth $%%DOLLAR([Asset value 2 NU])%%
%%[Asset name 3 TE]%%
worth $%%DOLLAR([Asset value 3 NU])%%
Did %%[Decedent first name TE]%% %%[Decedent last name TE]%% own another asset?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "2g-What is the fourth asset?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" }, { "label": "No", "next": "3-ASSET CHECK STEP", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "2g-What is the fourth asset?": { "name": "2g-What is the fourth asset?", "type": "A2J", "step": 5, "repeatVar": "", "text": "Enter the next asset and its value.
You will have a chance to add another asset.
", "textAudioURL": "", "learn": "Can I see an example?", "help": "Asset: M&T Bank checking account
Value: $2,500.00
Details: Account # 123456
Asset: Citibank savings account
Value: $1,000.00
Details: Account # 123456
Asset: 1991 Ford Escort
Value: $3000.00
Details: VIN # 123456789
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "Asset:", "name": "Asset name 4 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "numberdollar", "label": "Value: $", "name": "Asset value 4 NU", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Details:", "name": "Asset details 4 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "SET [Asset 4 TF] TO trueYou have entered that %%[Decedent first name TE]%% %%[Decedent last name TE]%% owned the following:
%%[Asset name 1 TE]%%
worth $%%DOLLAR([Asset value 1 NU])%%
%%[Asset name 2 TE]%%
worth $%%DOLLAR([Asset value 2 NU])%%
%%[Asset name 3 TE]%%
worth $%%DOLLAR([Asset value 3 NU])%%
%%[Asset name 4 TE]%%
worth $%%DOLLAR([Asset value 4 NU])%%
Did %%[Decedent first name TE]%% %%[Decedent last name TE]%% own another asset?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "2i-What is the fifth asset?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" }, { "label": "No", "next": "3-ASSET CHECK STEP", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "2i-What is the fifth asset?": { "name": "2i-What is the fifth asset?", "type": "A2J", "step": 5, "repeatVar": "", "text": "Enter the next asset and its value.
You will have a chance to add another asset.
", "textAudioURL": "", "learn": "Can I see an example?", "help": "Asset: M&T Bank checking account
Value: $2,500.00
Details: Account # 123456
Asset: Citibank savings account
Value: $1,000.00
Details: Account # 123456
Asset: 1991 Ford Escort
Value: $3000.00
Details: VIN # 123456789
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "Asset:", "name": "Asset name 5 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "numberdollar", "label": "Value: $", "name": "Asset value 5 NU", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Details:", "name": "Asset details 5 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "SET [Asset 5 TF] TO trueYou have entered that %%[Decedent first name TE]%% %%[Decedent last name TE]%% owned the following:
%%[Asset name 1 TE]%%
worth $%%DOLLAR([Asset value 1 NU])%%
%%[Asset name 2 TE]%%
worth $%%DOLLAR([Asset value 2 NU])%%
%%[Asset name 3 TE]%%
worth $%%[Asset value 3 NU])%%
%%[Asset name 4 TE]%%
worth $%%DOLLAR([Asset value 4 NU])%%
%%[Asset name 5 TE]%%
worth $%%DOLLAR([Asset value 5 NU])%%
Did %%[Decedent first name TE]%% %%[Decedent last name TE]%% own another asset?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "2k-What is the sixth asset?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" }, { "label": "No", "next": "3-ASSET CHECK STEP", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "2k-What is the sixth asset?": { "name": "2k-What is the sixth asset?", "type": "A2J", "step": 5, "repeatVar": "", "text": "Enter the next asset and its value.
", "textAudioURL": "", "learn": "Can I see an example?", "help": "Asset: M&T Bank checking account
Value: $2,500.00
Details: Account # 123456
Asset: Citibank savings account
Value: $1,000.00
Details: Account # 123456
Asset: 1991 Ford Escort
Value: $3000.00
Details: VIN # 123456789
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "2l-No more assets", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "Asset:", "name": "Asset name 6 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "numberdollar", "label": "Value: $", "name": "Asset value 6 NU", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Details:", "name": "Asset details 6 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "SET [Asset 6 TF] TO trueYou entered that %%[Decedent first name TE]%% %%[Decedent last name TE]%% owned the following:
%%[Asset name 1 TE]%%
worth $%%DOLLAR([Asset value 1 NU])%%
%%[Asset name 2 TE]%%
worth $%%DOLLAR([Asset value 2 NU])%%
%%[Asset name 3 TE]%%
worth $%%DOLLAR([Asset value 3 NU])%%
%%[Asset name 4 TE]%%
worth $%%DOLLAR([Asset value 4 NU])%%
%%[Asset name 5 TE]%%
worth $%%DOLLAR([Asset value 5 NU])%%
%%[Asset name 6 TE]%%
worth $%%DOLLAR([Asset value 6 NU])%%
If %%[Decedent first name TE]%% %%[Decedent last name TE]%% owned more assets, please write it in the space provided on the printed affidavit.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "3-ASSET CHECK STEP", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "3-ASSET CHECK STEP": { "name": "3-ASSET CHECK STEP", "type": "A2J", "step": 5, "repeatVar": "", "text": "Checking to see that the asset totals are less than statutory amount.
Date of death: August 29, 1996 to December 31, 2008
Limit: $20,000
Date of death: On or after January 1, 2009
Limit: $30,000
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "IF NOT (HASANSWERED([Asset value 1 NU]))The total of %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s assets is %%DOLLAR([Asset value total NU])%%.
To use this program, the assets must not be over $%%DOLLAR([Asset limit NU])%%.
Please check that you entered the values of each asset correctly.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Go back", "next": "2a-What is the first asset?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "IF [Asset value 2 NU] = \"0\"Enter the name of the next creditor and the amount %%[Decedent first name TE]%% %%[Decedent last name TE]%% owed.
You will have a chance to add another creditor.
", "textAudioURL": "", "learn": "Can I see more examples?", "help": "Creditor: American Express
Amount: $2,200.00
Details: Account # 1234567890123456
Creditor: Warner Funeral Home
Amount: $2,000.00
Details: for coffin and burial
Creditor: AT&T Wireless
Amount: $75.00
Details: Account # 9175555555
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "2d-Is there another creditor?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "Creditor:", "name": "Liability name 2 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "numberdollar", "label": "Amount: $", "name": "Liability amount 2 NU", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Details:", "name": "Liability details 2 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "SET [Liability 2 TF] TO trueYou entered that %%[Decedent first name TE]%% %%[Decedent last name TE]%% had the following creditors:
%%[Liability name 1 TE]%%
in the amount of $%%DOLLAR([Liability amount 1 NU])%%
%%[Liability name 2 TE]%%
in the amount of $%%DOLLAR([Liability amount 2 NU])%%
Did %%[Decedent first name TE]%% %%[Decedent last name TE]%% have another creditor?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "2e-Who is the third creditor?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" }, { "label": "No", "next": "3b-Is this correct?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "2e-Who is the third creditor?": { "name": "2e-Who is the third creditor?", "type": "A2J", "step": 7, "repeatVar": "", "text": "Enter the name of the next creditor and the amount %%[Decedent first name TE]%% %%[Decedent last name TE]%% owed.
You will have a chance to add another creditor.
", "textAudioURL": "", "learn": "Can I see more examples?", "help": "Creditor: American Express
Amount: $2,200.00
Details: Account # 1234567890123456
Creditor: Warner Funeral Home
Amount: $2,000.00
Details: for coffin and burial
Creditor: AT&T Wireless
Amount: $75.00
Details: Account # 9175555555
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "2f-Is there another creditor?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "Creditor:", "name": "Liability name 3 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "numberdollar", "label": "Amount: $", "name": "Liability amount 3 NU", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Details:", "name": "Liability details 3 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "SET [Liability 3 TF] TO trueYou entered that %%[Decedent first name TE]%% %%[Decedent last name TE]%% had the following creditors:
%%[Liability name 1 TE]%%
in the amount of $%%DOLLAR([Liability amount 1 NU])%%
%%[Liability name 2 TE]%%
in the amount of $%%DOLLAR([Liability amount 2 NU])%%
%%[Liability name 3 TE]%%
in the amount of $%%DOLLAR([Liability amount 3 NU])%%
Did %%[Decedent first name TE]%% %%[Decedent last name TE]%% have another creditor?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "2g-Who is the fourth creditor?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" }, { "label": "No", "next": "3c-Is this correct?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "2g-Who is the fourth creditor?": { "name": "2g-Who is the fourth creditor?", "type": "A2J", "step": 7, "repeatVar": "", "text": "Enter the name of the next creditor and the amount %%[Decedent first name TE]%% %%[Decedent last name TE]%% owed.
", "textAudioURL": "", "learn": "Can I see more examples?", "help": "Creditor: American Express
Amount: $2,200.00
Details: Account # 1234567890123456
Creditor: Warner Funeral Home
Amount: $2,000.00
Details: for coffin and burial
Creditor: AT&T Wireless
Amount: $75.00
Details: Account # 9175555555
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "3d-No more creditors", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "Creditor:", "name": "Liability name 4 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "numberdollar", "label": "Amount: $", "name": "Liability amount 4 NU", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." }, { "type": "text", "label": "Details:", "name": "Liability details 4 TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must type an answer in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "SET [Liability 4 TF] TO trueYou entered that %%[Decedent first name TE]%% %%[Decedent last name TE]%% had the following creditors:
%%[Liability name 1 TE]%%
in the amount of $%%DOLLAR([Liability amount 1 NU])%%
%%[Liability name 2 TE]%%
in the amount of $%%DOLLAR([Liability amount 2 NU])%%
%%[Liability name 3 TE]%%
in the amount of $%%DOLLAR([Liability amount 3 NU])%%
%%[Liability name 4 TE]%%
in the amount of $%%DOLLAR([Liability amount 4 NU])%%
Is this correct?
", "textAudioURL": "", "learn": "What if there are more creditors?", "help": "If %%[Decedent first name TE]%% %%[Decedent last name TE]%% had more creditors, please write it in the space provided on the printed affidavit.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "4-LIABILITIES MATH STEP", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" }, { "label": "No", "next": "1-Liabilities info", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "4-LIABILITIES MATH STEP": { "name": "4-LIABILITIES MATH STEP", "type": "A2J", "step": 7, "repeatVar": "", "text": "Totaling the amount of liabilities.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "IF NOT (HASANSWERED([Liability amount 2 NU]))You entered that %%[Decedent first name TE]%% %%[Decedent last name TE]%% had the following creditors:
%%[Liability name 1 TE]%%
in the amount of $%%DOLLAR([Liability amount 1 NU])%%
%%[Liability name 2 TE]%%
in the amount of $%%DOLLAR([Liability amount 2 NU])%%
Is this correct?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "4-LIABILITIES MATH STEP", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" }, { "label": "No", "next": "1-Liabilities info", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "3a-Is this correct?": { "name": "3a-Is this correct?", "type": "A2J", "step": 7, "repeatVar": "", "text": "You entered that %%[Decedent first name TE]%% %%[Decedent last name TE]%% had the following creditor:
%%[Liability name 1 TE]%%
in the amount of $%%DOLLAR([Liability amount 1 NU])%%
Is this correct?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "4-LIABILITIES MATH STEP", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" }, { "label": "No", "next": "1-Liabilities info", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "3c-Is this correct?": { "name": "3c-Is this correct?", "type": "A2J", "step": 7, "repeatVar": "", "text": "You entered that %%[Decedent first name TE]%% %%[Decedent last name TE]%% had the following creditors:
%%[Liability name 1 TE]%%
in the amount of $%%DOLLAR([Liability amount 1 NU])%%
%%[Liability name 2 TE]%%
in the amount of $%%DOLLAR([Liability amount 2 NU])%%
%%[Liability name 3 TE]%%
in the amount of $%%DOLLAR([Liability amount 3 NU])%%
Is this correct?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "4-LIABILITIES MATH STEP", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" }, { "label": "No", "next": "1-Liabilities info", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "1a-Asset examples": { "name": "1a-Asset examples", "type": "A2J", "step": 5, "repeatVar": "", "text": "Assets may include the following:
* Checking account
* Savings account
* CDs
* Stocks and bonds
* Savings bonds
* Cars
* Boats
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "1b-Asset details", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "1b-Asset details": { "name": "1b-Asset details", "type": "A2J", "step": 5, "repeatVar": "", "text": "Please include details about the asset.
For example, for each asset include information such as:
* account numbers
* vehicle VIN numbers
* serial numbers
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "1c-Assets included", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "1a-Liabilities info": { "name": "1a-Liabilities info", "type": "A2J", "step": 7, "repeatVar": "", "text": "Liabilities may include the following:
* Credit card bills
* Funeral expenses
* Medical expenses
* Unpaid bills
* Loans
* Income tax
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "1b-Liabilities info", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "05-Filing fee": { "name": "05-Filing fee", "type": "A2J", "step": 0, "repeatVar": "", "text": "When you finish this program, you will be able to print Instructions and the Small Estate Affidavit.
You must file this in the Surrogate's Court in the county where the person who died lived.
The filing fee for the Small Estate Affidavit is $1.00.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "06-Where will you file the affidavit?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "07b-Real property issue": { "name": "07b-Real property issue", "type": "A2J", "step": 1, "repeatVar": "", "text": "You can use this program only if you are administering the %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s personal property.
Personal property includes assets such as bank accounts, investment accounts, cars, boats and other personal belongings.
If %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s house or land is going to be sold, you cannot use this program. Please contact your Surrogate's Court for more information.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "08-Decedent domicile", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "01b-Voluntary Administrator Checklist": { "name": "01b-Voluntary Administrator Checklist", "type": "A2J", "step": 2, "repeatVar": "", "text": "Your duties as a Voluntary Administrator (continued):
", "textAudioURL": "", "learn": "What do you mean?", "help": "Read each sentence carefully and click each box to agree to do that job.
When you sign the Affidavit, you will be swearing that you will do all of these jobs. The court's form uses words that are hard for people to understand. You should ask the court clerk to explain what you don't understand.
If you do not agree to do these jobs, then you should not use this program. You have to agree in order to be a Voluntary Administrator.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "01d-Voluntary Administrator compensation", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "checkbox", "label": "Pay the expenses of taking care of the estate, %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s funeral expenses and debts in the order provided by law", "name": "Duty4 TF", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. Please choose one or more checkboxes to continue." }, { "type": "checkbox", "label": "Distribute the remaining amounts to the persons (beneficiaries) as named in the will or to the people who the law says should get them if there is no will", "name": "Duty5 TF", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. Please choose one or more checkboxes to continue." }, { "type": "checkbox", "label": "Sign all checks or withdrawals from the estate account in the name of the estate as voluntary administrator", "name": "Duty6 TF", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. Please choose one or more checkboxes to continue." }, { "type": "checkbox", "label": "Keep a record of all receipts and of distributions made by me as administrator and file the records with this court", "name": "Duty7 TF", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. Please choose one or more checkboxes to continue." } ], "codeBefore": "", "codeAfter": "//The interviewee must agree to do all of these things. If any is false, then they are disqualified.Thank you %%[Client first name TE]%%.
Please note that Voluntary Administrators are volunteers and are not paid for their services.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "02-Felony conviction?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "11a-Did the decedent have a will?": { "name": "11a-Did the decedent have a will?", "type": "A2J", "step": 1, "repeatVar": "", "text": "Did %%[Decedent first name TE]%% %%[Decedent last name TE]%% have a will?
", "textAudioURL": "", "learn": "What is a will?", "help": "A will is a legal document made by the person that died. It names an executor (the person who will handle the property) and beneficiaries (people who will get property at the time of death).
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "11b-Date of will", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent had will TF", "value": "true" }, { "label": "No", "next": "01a-Voluntary Administrator Checklist", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent had will TF", "value": "false" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "if will=F and spouse=t and pet != spouse, say spouse must renounce
" }, "11b-Date of will": { "name": "11b-Date of will", "type": "A2J", "step": 1, "repeatVar": "", "text": "What is the date of the will?
", "textAudioURL": "", "learn": "How do I find the date of the will?", "help": "The will should have a date written on it. Usually, it will be the date that %%[Decedent first name TE]%% %%[Decedent last name TE]%% and witnesses signed the will.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "11c-Are you the named executor?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "datemdy", "label": "Date:", "name": "Decedent date of will DA", "value": "", "order": "", "required": true, "min": "1/1/1945", "max": "12/31/2011", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "I need more information. You must enter a date in the highlighted box before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "11c-Are you the named executor?": { "name": "11c-Are you the named executor?", "type": "A2J", "step": 1, "repeatVar": "", "text": "Are you the executor of the will?
", "textAudioURL": "", "learn": "How do I know if I am the executor?", "help": "The will can name one person as an executor. You can find out if you are the executor by reading the will.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "01a-Voluntary Administrator Checklist", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Client is named executor TF", "value": "true" }, { "label": "No", "next": "11d-Not the named executor", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Client is named executor TF", "value": "false" } ], "fields": [], "codeBefore": "", "codeAfter": "IF [Client is named executor TF] = \"false\"You said that you are not the named executor of %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s will.
The executor has to give up his or her right to distribute the estate before you can become the Voluntary Administrator.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "01a-Voluntary Administrator Checklist", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "02c-Spouse bequest": { "name": "02c-Spouse bequest", "type": "A2J", "step": 3, "repeatVar": "", "text": "Did %%[Decedent first name TE]%% %%[Decedent last name TE]%% leave %%[Spouse first name TE]%% %%[Spouse last name TE]%% anything in %%[decedent his/her TE]%% will?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "02c-Spouse bequest 2", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Spouse is beneficiary TF", "value": "true" }, { "label": "No", "next": "03-Children Intro", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Spouse is beneficiary TF", "value": "false" } ], "fields": [], "codeBefore": "IF [Decedent had will TF] = \"false\"What did %%[Decedent first name TE]%% %%[Decedent last name TE]%% leave %%[Spouse first name TE]%% %%[Spouse last name TE]%% in %%[decedent his/her TE]%% will?
List each item.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "03-Children Intro", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "textlong", "label": "", "name": "Spouse bequest TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "You must type a response in the highlighted space before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "04c-Child's bequest": { "name": "04c-Child's bequest", "type": "A2J", "step": 3, "repeatVar": "c_count", "text": "Did %%[Decedent first name TE]%% %%[Decedent last name TE]%% leave %%[Child first name TE#c_count]%% %%[Child last name TE#c_count]%% anything in %%[decedent his/her TE]%% will?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "04d-Child's bequest", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Child is beneficiary TF", "value": "true" }, { "label": "No", "next": "04e-Add another child?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Child is beneficiary TF", "value": "false" } ], "fields": [], "codeBefore": "IF [Decedent had will TF] = \"false\"What did %%[Decedent first name TE]%% %%[Decedent last name TE]%% leave %%[Child first name TE#c_count]%% %%[Child last name TE#c_count]%% in %%[decedent his/her TE]%% will?
List each item:
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "04e-Add another child?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "textlong", "label": "", "name": "Child bequest TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "You must type a response in the highlighted space before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "05e-Grandchild bequest": { "name": "05e-Grandchild bequest", "type": "A2J", "step": 3, "repeatVar": "g_count", "text": "Did %%[Decedent first name TE]%% %%[Decedent last name TE]%% leave %%[Child descendant first name TE#g_count]%% %%[Child descendant first name TE#g_count]%% anything in %%[decedent his/her TE]%% will?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "05f-Grandchild bequest", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Child descendant is beneficiary TF", "value": "true" }, { "label": "No", "next": "05g-Another grandchild?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Child descendant is beneficiary TF", "value": "false" } ], "fields": [], "codeBefore": "IF [Decedent had will TF] = \"false\"What did %%[Decedent first name TE]%% %%[Decedent last name TE]%% leave %%[Child descendant first name TE#g_count]%% %%[Child descendant last name TE#g_count]%% in %%[decedent his/her TE]%% will?
List each item:
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "05g-Another grandchild?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "textlong", "label": "", "name": "Child descendant bequest TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "You must type a response in the highlighted space before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "07c-Father's bequest": { "name": "07c-Father's bequest", "type": "A2J", "step": 3, "repeatVar": "", "text": "Did %%[Decedent first name TE]%% %%[Decedent last name TE]%% leave %%[Decedent father first name TE]%% %%[Decedent father last name TE]%% anything in %%[decedent his/her TE]%% will?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "07d-Father's bequest", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent father is beneficiary TF", "value": "true" }, { "label": "No", "next": "08-Is the decedent's mother alive?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent father is beneficiary TF", "value": "false" } ], "fields": [], "codeBefore": "IF [Decedent had will TF] = \"false\"What did %%[Decedent first name TE]%% %%[Decedent last name TE]%% leave %%[Decedent father first name TE]%% %%[Decedent father last name TE]%% in %%[decedent his/her TE]%% will?
List each item:
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "08-Is the decedent's mother alive?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "textlong", "label": "", "name": "Decedent father bequest TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "You must type a response in the highlighted space before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "08c-Mother's bequest": { "name": "08c-Mother's bequest", "type": "A2J", "step": 3, "repeatVar": "", "text": "Did %%[Decedent first name TE]%% %%[Decedent last name TE]%% leave %%[Decedent mother first name TE]%% %%[Decedent mother last name TE]%% anything in %%[decedent his/her TE]%% will?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "08d-Mother's bequest", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent mother is beneficiary TF", "value": "true" }, { "label": "No", "next": "09-Does the decedent have any siblings?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent mother is beneficiary TF", "value": "false" } ], "fields": [], "codeBefore": "IF [Decedent had will TF] = \"false\"What did %%[Decedent first name TE]%% %%[Decedent last name TE]%% leave %%[Decedent mother first name TE]%% %%[Decedent mother last name TE]%% in %%[decedent his/her TE]%% will?
List each item:
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "11-LOGIC STEP", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "textlong", "label": "", "name": "Decedent mother bequest TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "You must type a response in the highlighted space before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "09c-What is the decedent's sibling's address": { "name": "09c-What is the decedent's sibling's address", "type": "A2J", "step": 3, "repeatVar": "Siblingcount", "text": "Did %%[Decedent first name TE]%% %%[Decedent last name TE]%% leave %%[Decedent sibling first name TE#Siblingcount]%% %%[Decedent sibling last name TE#Siblingcount]%% anything in %%[decedent his/her TE]%% will?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "09d-What is the decedent's sibling's address", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent sibling is beneficiary TF", "value": "true" }, { "label": "No", "next": "09e-Add another sibling?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent sibling is beneficiary TF", "value": "false" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "09d-What is the decedent's sibling's address": { "name": "09d-What is the decedent's sibling's address", "type": "A2J", "step": 3, "repeatVar": "Siblingcount", "text": "What did %%[Decedent first name TE]%% %%[Decedent last name TE]%% leave %%[Decedent sibling first name TE#Siblingcount]%% %%[Decedent sibling last name TE#Siblingcount]%% in %%[decedent his/her TE]%% will?
List each item:
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "09e-Add another sibling?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "textlong", "label": "", "name": "Decedent sibling bequest TE", "value": "", "order": "", "required": false, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "You must type a response in the highlighted space before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "2a-Affiant bequest": { "name": "2a-Affiant bequest", "type": "A2J", "step": 4, "repeatVar": "", "text": "What did %%[Decedent first name TE]%% %%[Decedent last name TE]%% leave you in %%[decedent his/her TE]%% will?
List each item:
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "3-Other beneficiaries?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "textlong", "label": "", "name": "Client bequest TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "You must type a response in the highlighted space before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "4-Estate account": { "name": "4-Estate account", "type": "A2J", "step": 6, "repeatVar": "", "text": "As voluntary administrator, you will have to open an estate bank account in %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s name.
Your printed Small Estate Affidavit will ask for a certificate of letters to open an estate account.
", "textAudioURL": "", "learn": "Why do I have to open an estate bank account?", "help": "As a voluntary administrator, you have a duty to %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s estate to keep all the estate funds in a safe place.
An estate bank account is where you will deposit estate funds as well as pay off estate expenses.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "1-Liabilities info", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "SET [Certificate bank account TF] TO \"true\"As a voluntary administrator, you may need access to %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s medical records.
Do you need access to %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s medical records?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "2a-Medical records", "url": "", "repeatVar": "medicalrecordcount", "repeatVarSet": "=1", "name": "Certificate medical records TF", "value": "true" }, { "label": "No", "next": "3-Unclaimed funds", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Certificate medical records TF", "value": "false" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "2a-Medical records": { "name": "2a-Medical records", "type": "A2J", "step": 6, "repeatVar": "medicalrecordcount", "text": "Please give the name of the doctor, hospital or nursing home who has %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s medical records.
(You will have an opportunity to add another name.)
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "2b-Medical records", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "Name:", "name": "Certificate medical record name TE", "value": "", "order": "ASC", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "You must type a response in the highlighted space before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "2b-Medical records": { "name": "2b-Medical records", "type": "A2J", "step": 6, "repeatVar": "", "text": "You have added %%[Certificate medical record name TE]%%.
Would you like to add another?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "2a-Medical records", "url": "", "repeatVar": "medicalrecordcount", "repeatVarSet": "+=1", "name": "", "value": "" }, { "label": "No", "next": "3-Unclaimed funds", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "3-Unclaimed funds": { "name": "3-Unclaimed funds", "type": "A2J", "step": 6, "repeatVar": "", "text": "%%[Decedent first name TE]%% %%[Decedent last name TE]%% may have unclaimed funds in New York State.
Would you like to request permission to obtain information as to the value of any of %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s unclaimed funds from the NYS Comptroller?
", "textAudioURL": "", "learn": "What are unclaimed funds?", "help": "Did you ever...
* Move without notifying everyone with whom you do business of your new address?
* Open a school savings account as a child or for your own child and then forget about it?
* Move without getting your utility deposit refund?
* Forget to cash a health insurance check?
* Neglect to cash interest or dividend checks on a security?
* Leave a job and never go back to get your last paycheck?
In cases like these, your money is eventually turned over to the State.
State law requires banks, insurance companies, utilities, and other businesses to turn dormant savings accounts, unclaimed insurance and stock dividends, and other inactive holdings over to the State.
If there has been no activity in the account for a set period of time, usually between two and five years, your money is considered unclaimed or abandoned.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Certificate unclaimed funds TF", "value": "true" }, { "label": "No", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Certificate unclaimed funds TF", "value": "false" } ], "fields": [], "codeBefore": "", "codeAfter": "IF [Certificate unclaimed funds TF] = \"false\" and [Asset 1 TF] = \"false\"Certificate of letters
The purpose of a certificate of letters is to give proof that the Surrogate's Court has authorized you to deal with %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s affairs and property.
Depending on your situation, you may need additional certificates of letters to obtain %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s medical records or information about any unclaimed funds in %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s name.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "2-Medical records", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "2-Does decedent have any assets?": { "name": "2-Does decedent have any assets?", "type": "A2J", "step": 5, "repeatVar": "", "text": "Does %%[Decedent first name TE]%% %%[Decedent last name TE]%% own any assets?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "2a-What is the first asset?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Asset 1 TF", "value": "true" }, { "label": "No", "next": "3-ASSET CHECK STEP", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Asset 1 TF", "value": "false" }, { "label": "Don't know", "next": "3-ASSET CHECK STEP", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Asset 1 TF", "value": "false" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "02-Felony conviction?": { "name": "02-Felony conviction?", "type": "A2J", "step": 2, "repeatVar": "", "text": "Have you ever been convicted of a felony?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "03-Where do you live?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Client is a felon TF", "value": "true" }, { "label": "No", "next": "03-Where do you live?", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Client is a felon TF", "value": "false" } ], "fields": [], "codeBefore": "IF NOT ([Jurisdiction county MC] = \"Kings\")Was %%[Decedent first name TE]%% %%[Decedent last name TE]%% ever appointed a committee, conservator or guardian?
", "textAudioURL": "", "learn": "Why are you asking this?", "help": "If %%[Decedent first name TE]%% %%[Decedent last name TE]%% was a subject of a Supreme Court proceeding to appoint a committee, conservator or guardian then the Article 81 guardian and court evaluator would have to be cited or noticed.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "10a-Decedent's citizenship", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent has a guardian TF", "value": "true" }, { "label": "No / I don't know", "next": "10a-Decedent's citizenship", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Decedent has a guardian TF", "value": "false" } ], "fields": [], "codeBefore": "IF NOT ([Jurisdiction county MC] = \"Kings\")How to Use This Program
You can click on any word that is in RED for a definition. You can also click on \"Learn More\" for more information.
Please do not use the Back button (the button with the green arrow in the top left hand corner of this screen) during the program.
The courthouse picture will get closer as you answer questions.
", "textAudioURL": "", "learn": "What do you mean?", "help": "If you click on \"Learn More\" you get information that helps you answer the question.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "04-Disclaimer", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "04a-Non-marital child?": { "name": "04a-Non-marital child?", "type": "A2J", "step": 3, "repeatVar": "c_count", "text": "Is %%[Child first name TE#c_count]%% %%[Child last name TE#c_count]%% a non-marital child?
", "textAudioURL": "", "learn": "What is a non-marital child?", "help": "This means that the child's parents were not married to each other at the time of birth.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "04b-Child's address", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Child is nonmarital child TF", "value": "true" }, { "label": "No", "next": "04b-Child's address", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Child is nonmarital child TF", "value": "false" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "09-Non-marital child?": { "name": "09-Non-marital child?", "type": "A2J", "step": 2, "repeatVar": "", "text": "Are you a non-marital child?
", "textAudioURL": "", "learn": "What is a non-marital child?", "help": "This means that your parents were not married to each other at the time of your birth.
", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "01-About the distributees", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Client is nonmarital child TF", "value": "true" }, { "label": "No", "next": "01-About the distributees", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Client is nonmarital child TF", "value": "false" } ], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "08b-Confirm your relationship - other": { "name": "08b-Confirm your relationship - other", "type": "A2J", "step": 2, "repeatVar": "", "text": "You said you are %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s %%[Client relationship other TE]%%.
Is this correct?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Client relationship start over TF", "value": "true" }, { "label": "No", "next": "", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Client relationship start over TF", "value": "false" } ], "fields": [], "codeBefore": "", "codeAfter": "//set decedent has spouse to true if Pet is Wife or HusbandDon't delete this q. it sets the has spouse TF variable
" }, "06a-Your citizenship": { "name": "06a-Your citizenship", "type": "A2J", "step": 2, "repeatVar": "", "text": "Are you a United States citizen?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Yes", "next": "07a-Your relationship to the deceased", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Client is a US citizen TF", "value": "true" }, { "label": "No", "next": "06b-Your citizenship", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "Client is a US citizen TF", "value": "false" } ], "fields": [], "codeBefore": "", "codeAfter": "IF [Client is a US citizen TF] = \"false\" and [Client state MC] = \"NY\"%%[non-resident alien TE]%%What is your country of citizenship?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "07a-Your relationship to the deceased", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "Country:", "name": "Client country of citizenship TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "You must type a response in the highlighted space before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "04b-Decedent place of death": { "name": "04b-Decedent place of death", "type": "A2J", "step": 1, "repeatVar": "", "text": "Where did %%[Decedent first name TE]%% %%[Decedent last name TE]%% die?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "05-Asset limits", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "City/Town:", "name": "Decedent city of death TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "You must type a response in the highlighted space before you can continue." }, { "type": "textpick", "label": "State:", "name": "Decedent state of death MC", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "C:\\Documents and Settings\\US_states.xml", "listData": "", "sample": "", "invalidPrompt": "You must make a selection from the highlighted space before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "04c-Death abroad": { "name": "04c-Death abroad", "type": "A2J", "step": 1, "repeatVar": "", "text": "Where did %%[Decedent first name TE]%% %%[Decedent last name TE]%% die?
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [ { "label": "Continue", "next": "05-Asset limits", "url": "", "repeatVar": "", "repeatVarSet": "", "name": "", "value": "" } ], "fields": [ { "type": "text", "label": "Place:", "name": "Decedent place of death TE", "value": "", "order": "", "required": true, "min": "", "max": "", "maxChars": "", "listSrc": "", "listData": "", "sample": "", "invalidPrompt": "You must type a response in the highlighted space before you can continue." } ], "codeBefore": "", "codeAfter": "", "notes": "" }, "01-Introduction popup": { "name": "01-Introduction popup", "type": "Popup", "step": 0, "repeatVar": "", "text": "The Small Estate Affidavit is also known as the Affidavit of Voluntary Administration.
By filing this form, you are volunteering to become the Voluntary Administrator. As Voluntary Administrator you will administer (divide) the deceased's property. With this Affidavit of Voluntary Administration you swear to facts that the Court uses to decide if you are the right person to administer the property of the person who died. The Court makes sure that the property of the person who died is divided correctly, according to the law.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "01-Decedent Full Name popup": { "name": "01-Decedent Full Name popup", "type": "Popup", "step": 0, "repeatVar": "", "text": "The \"decedent\" is the legal word used for the person who died.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "01a-Voluntary Administrator Checklist popup": { "name": "01a-Voluntary Administrator Checklist popup", "type": "Popup", "step": 0, "repeatVar": "", "text": "By filing the small estate affidavit, you are asking the Surrogate's Court to appoint you as the voluntary administrator.
A voluntary administrator disposes of the assets of a person who died. The voluntary administrator is not paid.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "04-Disclaimer popup": { "name": "04-Disclaimer popup", "type": "Popup", "step": 0, "repeatVar": "", "text": "Legal information includes information about court procedures, court rules, definitions of legal terms, and information about available resources.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "04-Disclaimer popup 2": { "name": "04-Disclaimer popup 2", "type": "Popup", "step": 0, "repeatVar": "", "text": "Legal advice includes application of the law to your specific case and telling you whether or not you should do something.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "3a-Other beneficiary's name popup": { "name": "3a-Other beneficiary's name popup", "type": "Popup", "step": 0, "repeatVar": "", "text": "A beneficiary is someone named in the will to receive %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s property.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "3d-Another beneficiary? popup": { "name": "3d-Another beneficiary? popup", "type": "Popup", "step": 0, "repeatVar": "", "text": "A beneficiary is someone named in the will to receive %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s property.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "2a-What is the first asset? popup": { "name": "2a-What is the first asset? popup", "type": "Popup", "step": 0, "repeatVar": "", "text": "Assets may include the following:
* Checking account
* Savings account
* CDs
* Stocks and bonds
* Savings bonds
* Cars
* Boats
Only list property that %%[Decedent first name TE]%% owned in %%HISHER([Decedent gender])%% name only.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "3-Other beneficiaries? popup": { "name": "3-Other beneficiaries? popup", "type": "Popup", "step": 0, "repeatVar": "", "text": "A beneficiary is someone named in the will to receive %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s property.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "3-Other beneficiaries? popup 2": { "name": "3-Other beneficiaries? popup 2", "type": "Popup", "step": 0, "repeatVar": "", "text": "A distributee is a person who the law says might get some of %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s property.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "10-No distributees popup": { "name": "10-No distributees popup", "type": "Popup", "step": 0, "repeatVar": "", "text": "A distributee is a person who the law says might get some of %%[Decedent first name TE]%% %%[Decedent last name TE]%%'s property.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "2c-What is the second asset? popup": { "name": "2c-What is the second asset? popup", "type": "Popup", "step": 0, "repeatVar": "", "text": "Assets may include the following:
* Checking account
* Savings account
* CDs
* Stocks and bonds
* Savings bonds
* Cars
* Boats
Only list property that %%[Decedent first name TE]%% %%[Decedent last name TE]%% owned in %%HISHER([Decedent gender])%% name only.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "2e-What is the third asset? popup": { "name": "2e-What is the third asset? popup", "type": "Popup", "step": 0, "repeatVar": "", "text": "Assets may include the following:
* Checking account
* Savings account
* CDs
* Stocks and bonds
* Savings bonds
* Cars
* Boats
Only list property that %%[Decedent first name TE]%% %%[Decedent last name TE]%% owned in %%HISHER([Decedent gender])%% name only.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "2g-What is the fourth asset? popup": { "name": "2g-What is the fourth asset? popup", "type": "Popup", "step": 0, "repeatVar": "", "text": "Assets may include the following:
* Checking account
* Savings account
* CDs
* Stocks and bonds
* Savings bonds
* Cars
* Boats
Only list property that %%[Decedent first name TE]%% %%[Decedent last name TE]%% owned in %%HISHER([Decedent gender])%% name only.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "2i-What is the fifth asset? popup": { "name": "2i-What is the fifth asset? popup", "type": "Popup", "step": 0, "repeatVar": "", "text": "Assets may include the following:
* Checking account
* Savings account
* CDs
* Stocks and bonds
* Savings bonds
* Cars
* Boats
Only list property that %%[Decedent first name TE]%% %%[Decedent last name TE]%% owned in %%HISHER([Decedent gender])%% name only.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "2k-What is the sixth asset? popup": { "name": "2k-What is the sixth asset? popup", "type": "Popup", "step": 0, "repeatVar": "", "text": "Assets may include the following:
* Checking account
* Savings account
* CDs
* Stocks and bonds
* Savings bonds
* Cars
* Boats
Only list property that %%[Decedent first name TE]%% %%[Decedent last name TE]%% owned in %%HISHER([Decedent gender])%% name only.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "01b-Voluntary Administrator Checklist popup": { "name": "01b-Voluntary Administrator Checklist popup", "type": "Popup", "step": 0, "repeatVar": "", "text": "By filing the small estate affidavit, you are asking the Surrogate's Court to appoint you as the voluntary administrator.
A voluntary administrator disposes of the assets of a person who died. The voluntary administrator is not paid.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "01d-Voluntary Administrator compensation popup": { "name": "01d-Voluntary Administrator compensation popup", "type": "Popup", "step": 0, "repeatVar": "", "text": "By filing the small estate affidavit, you are asking the Surrogate's Court to appoint you as the voluntary administrator.
A voluntary administrator disposes of the assets of a person who died. The voluntary administrator is not paid.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "11a-Did the decedent have a will? popup": { "name": "11a-Did the decedent have a will? popup", "type": "Popup", "step": 0, "repeatVar": "", "text": "A will is a legal document made by the person that died. It names an executor (the person who will handle the property) and beneficiaries (people who will get property after %%[Decedent first name TE]%% %%[Decedent last name TE]%% dies).
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "11b-Date of will popup": { "name": "11b-Date of will popup", "type": "Popup", "step": 0, "repeatVar": "", "text": "A will is a legal document made by the person that died. It names an executor (the person who will handle the property) and beneficiaries (people who will get property after %%[Decedent first name TE]%% %%[Decedent last name TE]%% dies).
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "11c-Are you the named executor? popup": { "name": "11c-Are you the named executor? popup", "type": "Popup", "step": 0, "repeatVar": "", "text": "The executor is the person who is appointed in a will to carry out (execute) the terms of the will.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "11c-Are you the named executor? popup 2": { "name": "11c-Are you the named executor? popup 2", "type": "Popup", "step": 0, "repeatVar": "", "text": "A will is a legal document made by the person that died. It names an executor (the person who will handle the property) and beneficiaries (people who will get property after %%[Decedent first name TE]%% %%[Decedent last name TE]%% dies).
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "11c-Are you the named executor? popup 3": { "name": "11c-Are you the named executor? popup 3", "type": "Popup", "step": 0, "repeatVar": "", "text": "The executor is the person who is chosen in a will to carry out (execute) the terms of the will.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "4-Estate account popup": { "name": "4-Estate account popup", "type": "Popup", "step": 0, "repeatVar": "", "text": "An estate bank account is where you will deposit estate funds as well as pay off estate expenses.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "03-Instructions popup": { "name": "03-Instructions popup", "type": "Popup", "step": 0, "repeatVar": "", "text": "This is an example of a pop-up, which will have the definition of the \"red\" word.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "04a-Non-marital child? popup": { "name": "04a-Non-marital child? popup", "type": "Popup", "step": 0, "repeatVar": "", "text": "This means that the child's parents were not married to each other at the time of birth.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" }, "09-Non-marital child? popup": { "name": "09-Non-marital child? popup", "type": "Popup", "step": 0, "repeatVar": "", "text": "A non-marital child is a child who was born out of wedlock.
This means that your parents were not married at the time of your birth.
", "textAudioURL": "", "learn": "", "help": "", "helpAudioURL": "", "helpReader": "", "helpImageURL": "", "helpVideoURL": "", "buttons": [], "fields": [], "codeBefore": "", "codeAfter": "", "notes": "" } } }