New York estate administration

New York probate: rules, process, costs, executor fees and deadlines

Small-estate limit: $50,000

This guide explains probate in New York: In New York, decedents' estates are administered by the Surrogate's Court in the decedent's county. Estates of $50,000 or less in personal property may use the simplified voluntary-administration (small estate) procedure. New York publishes real statutory schedules for both court filing fees (SCPA § 2402) and executor commissions (SCPA § 2307).

Sources reviewed August 9, 2026. Latest primary-source re-fetch September 15, 2026.

Answer first

New York simplified probate route

A 'small estate' is one leaving personal property with a gross value of $50,000 or less, exclusive of property required to be set off to a surviving spouse/children under EPTL 5-3.1(a). Real property is not covered. The summary voluntary-administration procedure has no waiting period after death, and the clerk charges $1 to file the affidavit.

Voluntary administration / small estate (SCPA art. 13)

What the reviewed rules establish

Simplified route

$50,000

A 'small estate' is one leaving personal property with a gross value of $50,000 or less, exclusive of property required to be set off to a surviving spouse/children under EPTL 5-3.1(a). Real property is not covered. The summary voluntary-administration procedure has no waiting period after death, and the clerk charges $1 to file the affidavit.

Eligibility and caveats

Court cost

Tiered

SCPA § 2402(7) sets a statewide banded probate/administration filing fee based on the gross estate: under $10,000 = $45; $10,000–under $20,000 = $75; $20,000–under $50,000 = $215; $50,000–under $100,000 = $280; $100,000–under $250,000 = $420; $250,000–under $500,000 = $625; $500,000 and over = $1,250. (The small-estate voluntary-administration affidavit costs $1 under SCPA § 1304.)

Filing-cost detail

Executor compensation

Statutory schedule

SCPA § 2307 sets commissions on the sums of money the fiduciary receives and pays out: 5% on the first $100,000, 4% on the next $200,000, 3% on the next $700,000, 2.5% on the next $4,000,000, and 2% on all sums above $5,000,000. Commissions are computed on receipts and expenditures, not on gross estate value. A will may fix different rates for a corporate executor (subd. f).

Compensation detail

Creditor deadline

Multiple triggers

SCPA § 1802 bars claims not presented within 7 months from the date letters are first issued, but this is a calendar-month period running from appointment (not a fixed day count), and it interacts with the fiduciary's separate publication/notice practice; a single day number would mislead.

N.Y. Surr. Ct. Proc. Act § 1802 (New York State Senate (Open Legislation); reviewed August 9, 2026)

Timeline and creditor details

New York decision map

The four facts that change the New York route

Use this map before opening a form or entering a number. It keeps the New York amount test, time gate, court cost, and creditor record separate so one easy figure does not stand in for the whole administration.

New York estate administration decision map
QuestionRecorded New York answerCarry into the case
What route is being screened?Voluntary administration / small estate (SCPA art. 13)Confirm that the will, prior appointment, family facts, and asset titles fit this route.
What property and basis count?personal probate property only; gross value with statutory exemptions not classified by this worksheet.Keep real property, liens, beneficiary transfers, and survivorship transfers classified separately.
What is the amount screen?$50,000Use the counted property, not a bank-balance shortcut.
What is the time or deadline record?No universal waiting period stated; SCPA § 1802 bars claims not presented within 7 months from the date letters are first issued, but this is a calendar-month period running from appointment (not a fixed day count), and it interacts with the fiduciary's separate publication/notice practice; a single day number would mislead.Keep the event that starts each clock with the date; do not combine separate periods into one number.
What does the cost record establish?1 published schedule; the proceeding and value basis control the total.Ask the Surrogate's Court about local surcharges, copies, publication, bond, and later filings.
What does compensation use?SCPA § 2307 sets commissions on the sums of money the fiduciary receives and pays out: 5% on the first $100,000, 4% on the next $200,000, 3% on the next $700,000, 2.5% on the next $4,000,000, and 2% on all sums above $5,000,000. Commissions are computed on receipts and expenditures, not on gross estate value. A will may fix different rates for a corporate executor (subd. f). The relevant base is money received and paid out during administration.Keep the will, task log, receipts, and accounting base together; extraordinary work is separate.

Arithmetic illustration

See the New York amount screen without mistaking it for a result

The recorded New York ceiling is $50,000, and it is tested against personal probate property only, on a basis this site records as gross value with statutory exemptions not classified by this worksheet. Counted that way, $37,500 sits below the New York figure and $62,500 sits above it. Both are comparisons to a published number rather than legal outcomes: two estates holding the same total can land on opposite sides of this line, because what New York counts and how it values it are decided before the comparison is made.

Illustrative counted amountComparison to the New York ceilingWhat it does not decide
$37,500Below $50,000Title, liens, waiting period, appointment, or creditor duties
$62,500Above $50,000Whether another statutory route or court process applies

Next evidence to collect

Start with the row that is still unknown, then take that question to the named court or source.

  1. Record the date of death, the county, and the exact proceeding or affidavit being considered.
  2. Classify each asset by title, beneficiary, trust, real-property status, and the value basis shown above.
  3. Open the official court material below and keep its form or schedule with the estate record.
  4. Do not distribute property until the route, creditor position, and required approvals are resolved.

Official material

New York publishes no court artifact in this registry. New York probate is handled by the Surrogate's Court in each county.

New York probate is handled by the Surrogate's Court in each county.

The New York Courts self-help pages (nycourts.gov) return HTTP 403 to automated fetches (Cloudflare interstitial), so no court-resource URL could be verified to return HTTP 200 in this session. Primary statutory text is taken from the New York State Senate's official Open Legislation service (www.nysenate.gov) over HTTPS.

Source trail

Records used by this New York map

Limits and unresolved costs

  • Attorney fees, bond premiums, publication, certified copies, tax work, and asset-sale costs are not included unless expressly shown.
  • Asset title, beneficiary designations, creditor claims, and will terms can change the route.
Use this as a starting point.

What New York courts publish

The statutes on this page state the rule. These are the documents the court itself publishes. Every link is probed before release, and any link that stops resolving fails the build rather than staying on the page.

No New York court document is linked here. The notes below state why, rather than leaving the absence unexplained.

Limits on court material

  • New York probate is handled by the Surrogate's Court in each county.
  • The New York Courts self-help pages (nycourts.gov) return HTTP 403 to automated fetches (Cloudflare interstitial), so no court-resource URL could be verified to return HTTP 200 in this session. Primary statutory text is taken from the New York State Senate's official Open Legislation service (www.nysenate.gov) over HTTPS.
  • New York's Surrogate's Court forms, including the small-estate (voluntary administration) affidavit, are published by the Unified Court System, whose servers refuse automated requests. No New York court link is published here rather than one this site cannot prove reachable: obtain the affidavit from the Surrogate's Court of the county where the decedent lived.

Primary sources

Each legal input links to the government source reviewed for this page. Source text can change; confirm the current rule before acting.