APPENDIX B
Probate Litigation Fact Sheet
Name of Decedent: _______________ SS # _______________
Address of Decedent: ____________________________________
Date of Death: _____________________________________________
County/State of residence before death:
Surviving spouse’s name (if applicable):
Is the spouse the first spouse, or subsequent spouse, please provide detail:
Was there a divorce? _________ If so, please attach the Property Settlement Agreement.
Names and ages of children from this marriage:
Do you believe there was any:
a. Undue Influence? If so, please explain.
b. Lack of Capacity? Did the Decedent lack capacity to make a gift, sell an asset, or sign a Will or Trust? If so, please explain.
c. Fraud? Was there any fraud in the transference of assets? If so, please explain. ...
