APPENDIX A. APPENDIX TO CHAPTER 29A-3
The Supreme Court of South Dakota by order dated March 17, 1997, adopted the following rule:
State of South Dakota ) In Circuit Court County of ________ ) ss ______________ Judicial Circuit )
Estate of ) ____________________ ) FILE NO.____________ Deceased )
STATEMENT OF CLAIM
This claim is made against the estate:
Description of Claim Due Date, If Not Yet Due Amount 1._______________________ ____________________ $__________ 2._______________________ ____________________ $__________ 3._______________________ ____________________ $__________ 4._______________________ ____________________ $__________ 5._______________________ ____________________ $__________ TOTAL CLAIM $__________ * This claim is unsecured.
* This claim is secured by __________.
* This claim is contingent or unliquidated because __________.
__________.
Dated _______.
__________
Claimant's Signature
__________
Claimant's Name
__________
Claimant's Address
__________
Claimant's Telephone Number (The following information shall appear on the back of the Statement of Claim form)
The Statement of Claim is presented by: 1. Filing the Statement of Claim with the clerk of courts and mailing a copy to the personal representative, or 2. Mailing or delivering the Statement of Claim to the personal representative. (A proof of notice should be filed with the clerk if the Statement of Claim is mailed to the personal representative.)
If the claim is not yet due, the date when it will become due must be stated. If the claim is secured, the security must be described. If the claim is contingent or unliquidated, the nature of the uncertainty must be stated. See SDCL 29A-3-804. Comments:
No presentation of claim is required in regard to matters claimed in court proceedings brought against the decedent which were pending in any court at the time of death. See SDCL 29A-3-804(b). A claim can be "presented" by commencing an action against the personal representative within the time for presenting a claim. See SDCL 29A-3-804(a)(2).
The time limitations specified in SDCL 29A-3-803 do not apply to liability claims against the decedent or the personal representative to the extent that they are "protected by liability insurance," or any proceeding to enforce any mortgage, pledge, or other lien upon property of the estate.
Source: SL 1997, ch 348 (Supreme Court Rule 97-43).
Structure South Dakota Codified Laws
Title 29A - Uniform Probate Code
Chapter 03 - Probate Of Wills And Administration
Section 29A-3-101 - Devolution of estate at death; restrictions.
Section 29A-3-102 - Necessity of order of probate for will.
Section 29A-3-103 - Necessity of appointment for administration.
Section 29A-3-104 - Claims against decedent--Necessity of administration.
Section 29A-3-107 - Scope of proceedings--Proceedings independent--Exception.
Section 29A-3-108 - Probate, testacy, and appointment proceedings--Ultimate time limit.
Section 29A-3-109 - Statutes of limitation on decedent's cause of action.
Section 29A-3-201 - Venue for first and subsequent estate proceedings--Location of property.
Section 29A-3-203 - Priority among persons seeking appointment as personal representative.
Section 29A-3-204 - Demand for notice of order or filing concerning decedent's estate.
Section 29A-3-301 - Informal probate or appointment proceedings--Application--Contents.
Section 29A-3-302 - Informal probate--Duty of clerk--Effect of informal probate.
Section 29A-3-303 - Informal probate--Proof and findings required.
Section 29A-3-305 - Informal probate--Clerk not satisfied.
Section 29A-3-306 - Informal probate--Notice requirements.
Section 29A-3-308 - Informal appointment proceedings--Proof and findings required.
Section 29A-3-309 - Informal appointment proceedings--Clerk not satisfied.
Section 29A-3-310 - Informal appointment proceedings--Notice requirements.
Section 29A-3-311 - Informal appointment unavailable in certain cases.
Section 29A-3-401 - Formal testacy proceedings--Nature--When commenced.
Section 29A-3-402 - Formal testacy or appointment proceedings--Petition; contents.
Section 29A-3-403 - Formal testacy proceedings--Notice of hearing on petition.
Section 29A-3-404 - Formal testacy proceedings--Written objections to probate.
Section 29A-3-405 - Formal testacy proceedings--Uncontested cases--Hearings and proof.
Section 29A-3-406 - Formal testacy proceedings--Contested cases--Testimony of attesting witnesses.
Section 29A-3-407 - Formal testacy proceedings--Burdens in contested cases.
Section 29A-3-409 - Formal testacy proceedings--Order--Foreign will.
Section 29A-3-410 - Formal testacy proceedings--Probate of more than one instrument.
Section 29A-3-411 - Formal testacy proceedings--Partial intestacy.
Section 29A-3-412 - Formal testacy proceedings--Effect of order--Vacation.
Section 29A-3-414 - Formal proceedings concerning appointment of personal representative.
Section 29A-3-501 - Supervised administration--Nature of proceeding.
Section 29A-3-502 - Supervised administration--Petition--Order.
Section 29A-3-503 - Supervised administration--Effect on other proceedings.
Section 29A-3-504 - Supervised administration--Powers of personal representative.
Section 29A-3-505 - Supervised administration--Interim orders--Distribution and closing orders.
Section 29A-3-601 - Qualification.
Section 29A-3-602 - Acceptance of appointment--Consent to jurisdiction.
Section 29A-3-603 - Bond not required without court order, exceptions.
Section 29A-3-604 - Bond amount--Security--Procedure--Reduction.
Section 29A-3-606 - Terms and conditions of bonds.
Section 29A-3-607 - Order restraining personal representative.
Section 29A-3-608 - Termination of appointment--General.
Section 29A-3-609 - Termination of appointment--Death or disability.
Section 29A-3-610 - Termination of appointment--Voluntary.
Section 29A-3-611 - Termination of appointment by removal--Cause; procedure.
Section 29A-3-612 - Termination of appointment--Change of testacy status.
Section 29A-3-613 - Successor personal representative.
Section 29A-3-614 - Special administrator--Appointment.
Section 29A-3-615 - Special administrator--Who may be appointed.
Section 29A-3-616 - Special administrator--Appointed informally--Powers and duties.
Section 29A-3-617 - Special administrator--Formal proceedings--Power and duties.
Section 29A-3-618 - Termination of appointment--Special administrator.
Section 29A-3-701 - Time of accrual of duties and powers.
Section 29A-3-702 - Priority among different letters.
Section 29A-3-704 - Personal representative to proceed without court order--Exception.
Section 29A-3-705 - Duty of personal representative--Information to heirs and devisees.
Section 29A-3-706 - Duty of personal representative--Inventory and appraisement.
Section 29A-3-707 - Employment of appraisers.
Section 29A-3-708 - Duty of personal representative--Supplementary inventory.
Section 29A-3-709 - Duty of personal representative--Possession of estate.
Section 29A-3-710 - Power to avoid transfers.
Section 29A-3-711 - Powers of personal representatives--In general.
Section 29A-3-712 - Improper exercise of power--Breach of fiduciary duty.
Section 29A-3-714 - Persons dealing with personal representative--Protection.
Section 29A-3-715 - Transactions authorized for personal representatives--Exceptions.
Section 29A-3-716 - Powers and duties of successor personal representative.
Section 29A-3-717 - Co-representatives--When joint action required.
Section 29A-3-718 - Powers of surviving personal representative.
Section 29A-3-719 - Compensation of personal representative.
Section 29A-3-720 - Expenses in estate litigation.
Section 29A-3-801 - Notice to creditors.
Section 29A-3-802 - Statutes of limitations.
Section 29A-3-803 - Limitations on presentation of claims.
Section 29A-3-804 - Manner of presentation of claims.
Section 29A-3-805 - Classification of claims.
Section 29A-3-806 - Allowance of claims.
Section 29A-3-807 - Payment of claims.
Section 29A-3-808 - Individual liability of personal representative.
Section 29A-3-809 - Secured claims.
Section 29A-3-810 - Claims not due and contingent or unliquidated claims.
Section 29A-3-811 - Counterclaims.
Section 29A-3-812 - Execution and levies prohibited.
Section 29A-3-813 - Compromise of claims.
Section 29A-3-814 - Encumbered assets.
Section 29A-3-815 - Administration in more than one state--Duty of personal representative.
Section 29A-3-816 - Final distribution to domiciliary representative.
Section 29A-3-901 - Successors' rights if no administration.
Section 29A-3-902 - Abatement--Order and amount.
Section 29A-3-903 - Right of retainer.
Section 29A-3-904 - Interest on general pecuniary devise.
Section 29A-3-905 - Penalty clause for contest.
Section 29A-3-906 - Distribution in kind--Valuation--Method.
Section 29A-3-907 - Distribution in kind--Evidence.
Section 29A-3-908 - Distribution--Right or title of distributee.
Section 29A-3-909 - Improper distribution--Liability of distributee.
Section 29A-3-910 - Purchasers from distributees protected.
Section 29A-3-911 - Partition for purpose of distribution.
Section 29A-3-914 - Disposition of unclaimed assets.
Section 29A-3-915 - Distribution to person under disability.
Section 29A-3-916 - Apportionment of estate taxes.
Section 29A-3-1003 - Closing estates--By sworn statement of personal representative.
Section 29A-3-1004 - Liability of distributees to claimants.
Section 29A-3-1005 - Limitations on proceedings against personal representatives.
Section 29A-3-1006 - Limitations on actions and proceedings against distributees.
Section 29A-3-1007 - Certificate discharging liens securing fiduciary performance.
Section 29A-3-1008 - Subsequent administration.
Section 29A-3-1102 - Procedure for securing court approval of compromise.
Section 29A-3-1201 - Collection of personal property by affidavit.
Section 29A-3-1202 - Effect of affidavit.
Section 29A-3-1203 - Succession to real property by affidavit.