Certain circumstances may require different forms of “letters” in New York.
As every estate is unique, so are the letters required to authorize their distribution. Below is a brief overview of the different letters that can be issued in New York depending on the circumstances you as the administrator find yourself in.
1. Limited letters of administration
Limited letters of administration are a type of authorization given by the Court that only allow for limited functions of the entitled administrator. Some of these functions include initiating a lawsuit or investigating the assets of the estate. These letters may be necessary if the following situations arise:
- Investigation of the conversion or theft of the estate’s assets is warranted
- The administrator desires to bring forth a lawsuit on behalf of the deceased
- If someone wants to inquire as to whether all the estate’s assets have been placed in the hands of their respective fiduciaries.
To receive these letters, you will need to submit a petition with the Court with the reasons for your request, along with notifying all interested parties with supporting documentation. Note that a hearing may be held to determine the need for such a letter.
Furthermore, if a limited letter is granted, the Court will give priority to those beneficiaries that have a greater interest in the estate’s assets.
2. Temporary Letters of Administration
Temporary letters are those that are issued while a petition for a standard letter of administration is pending with the Surrogate's Court. These are typically issued when an immediate estate concern has arisen, or other urgent matters and they expire every six months.
The Court may also issue these if there is an expected delay in the issuance of the letter of administration that could cause issues with the estate itself, such as delays acquiring jurisdiction over parties, or if not all parties are signing documentation.
As these are issued by the court during the review of a letter of administration application, these can be issued as part of the standard application process—assuming there is an urgent need or some form of delay.
Otherwise, you will need to submit a Petition and other documentation to the court to apply as a Temporary Administrator.
3. Ancillary letters of administration
In situations where the decedent passes away in another state but leaves behind a property in the New York, the administrator requires ancillary letters to deal with the property of the decedent.
The administrator appointed in the external state through letters of administration will need to file a petition for ancillary letters of administration with the Surrogate's Court of NY. It is important to note that the administrator will need to file these documents in the county where the property is located.