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How do I fill this out?
To fill this document out, start by carefully reading the E-Filing rules outlined. Ensure you have all required documents at hand and follow the step-by-step instructions. Pay close attention to deadlines and submission methods mentioned.

How to fill out the Individual Part Rules of Hon. Brandon R. Sall?
1
Read the E-Filing rules and guidelines thoroughly.
2
Prepare all necessary documents for submission.
3
Fill out the required forms as per the instructions.
4
Submit the documents electronically through NYSCEF.
5
Deliver original documents to the court within the specified time.
Who needs the Individual Part Rules of Hon. Brandon R. Sall?
1
Attorneys representing clients in the surrogate's court.
2
Individuals needing to file for probate or estate matters.
3
Estate administrators processing claims and distributions.
4
Legal professionals requiring guidelines on court procedures.
5
Anyone representing themselves in court (pro se litigants).
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What are the instructions for submitting this form?
Submit your documents using the NYSCEF system for electronic filing. For any paper submissions, ensure to mail them to the Westchester County Surrogate Court at 111 Dr. Martin Luther King, Jr. Blvd., 19th Floor, White Plains, NY 10601. For inquiries, you can reach the Clerk's office via email at eyates@nycourts.gov or by fax at (914) 824-5633.
What are the important dates for this form in 2024 and 2025?
Important dates for this form may include filing deadlines associated with probate matters and compliance with E-filing regulations. Make sure to refer to specific court schedules for calendar calls and conferences. Staying informed about these dates is crucial for successful submissions.

What is the purpose of this form?
The purpose of this form is to provide clear guidelines for individuals and attorneys involved in surrogate court matters. It facilitates a better understanding of E-filing protocols as well as general court rules that must be adhered to. This ensures all parties involved can efficiently navigate the legal process and comply with state regulations.

Tell me about this form and its components and fields line-by-line.

- 1. Filing Requirements: Details about necessary documents for filing.
- 2. E-filing Instructions: Step-by-step guide on how to submit electronically.
- 3. Contact Information: List of court personnel and contact details for inquiries.
- 4. Service Process Guidelines: Requirements for service of process as per SCPA regulations.
- 5. Preliminary Letters: Information on issuing and renewing preliminary or temporary letters.
What happens if I fail to submit this form?
If you fail to submit this form, you may face delays in court proceedings or potential legal repercussions.
- Missed Deadlines: Important filing deadlines may be missed, affecting case outcomes.
- Legal Defaults: Default judgments could be issued against you for non-compliance.
- Increased Delays: Legal processes may become extended, leading to prolonged litigation.
How do I know when to use this form?

- 1. Probate Filings: For submitting wills or estate claims.
- 2. Accounting Matters: To provide account reports for estate management.
- 3. Miscellaneous Matters: For other filings as designated by the court.
Frequently Asked Questions
How do I access the E-filing system?
You can access the E-filing system through NYSCEF’s website.
What documents do I need to E-file?
You need an original death certificate and Last Will and Testament, if applicable.
Is E-filing mandatory for all cases?
E-filing is mandatory for most matters in Surrogate's Court, with some exceptions.
How do I contact the court for questions?
You can reach the court at (914) 824-5656 for inquiries.
Can I opt-out of E-filing?
Yes, attorneys can file an 'Opt-Out' notice under certain conditions.
How should I serve documents?
Ensure to attempt four personal service attempts before considering alternatives.
What happens if I miss a court conference?
Failure to appear may result in a default judgment.
How do I submit correspondence to the court?
All correspondence must be copied to all parties involved.
Can I file late proofs of service?
Late proofs may not be reviewed before the return date.
How can I renew Preliminary or Temporary Letters?
You must submit an Affirmation prior to the expiration of the Letters.
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