Office of the Surrogate

This group of forms are used in transferring items involved in an estate. This would include forms for completing estate work along with information sheets to be filled in and mailed, or sent by facsimile transmission (732-506-5087), to the surrogate's court in order to expedite the preparation of estate papers.

1a. Application for Voluntary Discharge of Executor or Administrator C.T.A.pdf This form is used when a Will has been previously probated in the Ocean County Surrogate’s Court, the appointed personal representative (Executor or Administrator C.T.A.) no longer wishes to serve in that role, and another person wishes to assume the responsibilities of administering the Estate. This application must be filed along with the Consent of all interested parties to the estate, and an Application for Appointment of Successor Executor or Substitute Administrator C.T.A. b. Consent to Voluntary Discharge of Executor or Administrator C.T.A. and Renunciation.pdf This Consent form is used when filing an Application for Voluntary Discharge of Executor or Administrator C.T.A. along with and Application for the Appointment of a Successor Executor or Administrator C.T.A. c. Application for Appointment of Successor Executor or Substitute Administrator C.T.A..pdf This form is used when a Will has been previously probated in the Ocean County Surrogate’s Court, the appointed personal representative (Executor or Administrator C.T.A.) no longer wishes to serve in that role, and another person wishes to assume the responsibilities of administering the Estate. This application must be filed along with the Consent of all interested parties to the estate, and an Application for Voluntary Discharge of Executor or Administrator C.T.A. 2a. Application for Voluntary Discharge of Administrator.pdf This form is used when and administrator has been previously appointed in the Ocean County Surrogate’s Court, he or she no longer wishes to serve in that role, and another person wishes to assume the responsibilities of administering the Estate. This application must be filed together with the Consent of all interested parties to the estate, and an Application for Appointment of Substitute Administrator. b. Consent to Voluntary Discharge of Administrator and Renunciation.pdf This Consent form is used when filing an Application for Voluntary Discharge of Administrator along with an Application for Appointment of Substitute Administrator. c. Application for Appointment of Substitute Administrator.pdf This form is used when and administrator has been previously appointed in the Ocean County Surrogate’s Court, he or she no longer wishes to serve in that role, and another person wishes to assume the responsibilities of administering the Estate. This application must be filed along with the Consent of all interested parties to the estate, and an Application for Voluntary Discharge of Administrator. 3. Affidavit of Residence This form is used when the death certificate shows the decedent's address is incorrect. The person who can sign this form must be an uninterested party to the estate. (Such as a good friend or neighbor who does not inherit from the estate) 4. Affidavit of Domicile (used for stock) This form is used in the process of tranferring stock. 5. Affidavit for Receipt of Funds This form is used for receipt of Minor's funds for use to show receipt monies owned by a minor. 6. New Jersey Motor Vehicles Form for Surviving Spouse This form is used to transfer an automobile that is jointly owned between husband and wife. 7. Refunding Bond & Release Form This form is used to show that you have received your part of any estate and wish to release the Executor or Administrator from bond, if one was necessary. This form must be signed in the presence of a notary public 8. Sample of a Refunding Bond & Release Form This sample form shows how the refunding bond and release form should be filled out. 9. Estate Information Sheet This form is used when you plan to mail the estate information to any Surrogate's Court in New Jersey. It is to be mailed along with the Original Will (if one exists) and the Death Certificate with a raised seal. 10. Guardianship Information Sheet This form is used when you plan to mail the minor's information to any Surrogate's Court in New Jersey. 11. Release of General Guardian This form is to be used to release a Guardian that has been bonded. 12. Trust Fact Sheet This form is to be used for Trust Information. 13. Exemplified Information Sheet This form is to be used for Exemplified Information Sheet. 14. Caveat There is a $25 fee to file the Caveat form. Please make a check payable to Ocean County Surrogate 15. Caveat Withdrawal There is a $25 fee to file the Caveat Withdrawal form. Please make a check payable to Ocean County Surrogate 16. Notice of Application Notice to persons entitled to make application who have not renounced. 17. Proof of Mailing 18. Guardianship Request Form 19a. Instructions for Formal and Informal Guardianship Accountings 19b. Sample Formal and Informal Guardianship Accountings Sample documents for Formal and Informal Guardianship Accountings