Upload
others
View
5
Download
0
Embed Size (px)
Citation preview
NEW YORK PRACTICE FORMS
2017-2018 EDITION
Click on the Topic of Interest for a list of forms available for that topic
Arbitration (ARB) Matrimonial Law (MAT)
Buying and Selling a Small Business (BUY) Mechanic's Liens (MEC)
Commercial Real Estate (CRE) Mortgage Foreclosures (MF)
Corporate and Partnership (COR)
Criminal Law (CRM)
Debt Collection (COL)
Elder Law (ELDR)
Mortgages (MORT)
Probate & Administration of Decedents' Estates (PRB)
Real Estate Transactions – Residential Property (RE)
Representing the Personal Injury Plaintiff in NY (PI)
Enforcement of Money Judgments (ENF) Will Drafting (WIL)
Guardianship (GUAR) Zoning & Land Use (ZON)
Limited Liability Companies (LLC)
NYPF: 2017-18
ARBITRATION & MEDIATIONH
ARB001 Notice of Petition to Compel Arbitration
ARB002 Petition to Compel Arbitration
ARB003 Notice of Motion to Stay Action and Compel Arbitration
ARB004 Supporting Affidavit on Notice to Stay Action and Compel Arbitration
ARB005 Notice of Moti on to Compel Arbitration Before the New York Stock Exchange
ARB006 Affidavit in Support of Motion to Compel Arbitration and to Stay This Action
ARB007 Notice of Motion to Stay Arbitration
ARB008 Affirmation in Support of Motion to Stay Arbitration
ARB009 Disposition by Arbitrators Upon Application for Modification of Award
ARB010 Notice of Motion to Confirm Arbitration Award
ARB011 Affidavit in Support of Motion to Confirm Arbitration Award
ARB012 Notice of Motion to Dismiss or Stay the Action Pending Arbitration
Page 1 of 1
† Some of the forms contained in ARBITRATION are omitted from this table of forms because they are available from government agencies. The current versions of these forms are obtainable from the American Arbitration Association (www.adr.org).
DNLD: 2017-18 ARBITRATION
BUYING AND SELLING A SMALL BUSINESSH
BUY001 Letter of Intent
BUY002 Assets Purchase Agreement
BUY003 Restrictive Agreement
BUY004 Bill of Sale and Assignment
BUY005 Employment Agreement
BUY006 Promissory Note
BUY007 Nondisclosure Agreement
BUY008 Guaranty
BUY009 Closing Memorandum
BUY010 Escrow Agreement
BUY011 Agreement of Assumption and Release
BUY012 Security, Pledge and Escrow Agreement (Stock Purchase)
BUY013 Limited Guaranty
BUY014 Closing Checklist
BUY015 Directors’ & Shareholders’ Resolutions Authorizing the Sale/Purchase ofAssets
BUY016 Plan of Liquidation & Dissolution
BUY017 Directors’ & Shareholders’ Liquidation Resolutions
Page 1 of 1H Some of the forms contained in Buying & Selling a Small Business are omitted from these downloadable forms because they are available from government agencies. The current versions of these forms are obtainable from the following government agencies: Internal Revenue Service (www.irs.gov) and the New York State Department of Taxation and Finance (www.tax.ny.gov).
DNLD: 2017-18 BUYING AND SELLING A SMALL BUSINESS
DEBT COLLECTION
COL001 Written Demand to Commercial Debtor
COL002 Written Demand to Consumer Debtor
COL003 Written Demand to Corporate Debtor and Guarantor
COL004 * Postal Search
COL005 Confirming Letter
COL006-A # Stipulation of Settlement
COL006-B Stipulation of Settlement – Default Affirmation
COL007 Affirmation of Mailing of Summons (CPLR 3215(g))
COL008 Statement of Service by Mail and Acknowledgment of Receipt
COL009 Order to Sever
COL010 Affirmation in Support of Plaintiff’s Claim for Attorneys’ Fees
COL011 Order Awarding Attorneys’ Fees
COL011A Supplemental Attorney Fee Affirmation
COL012 Summons – Regular
COL013 Summons – Consumer Credit Transaction
COL014 Statement for Judgment
COL015 Complaint (Goods Sold and Delivered)
COL016 Verified Complaint (Promissory Note)
COL017 Summons and Motion for Summary Judgment in Lieu of Complaint:Judgment and Order
COL018 Affidavit of Confession of Judgment
COL019 Alternate Affidavit of Confession of Judgment
COL020 Affidavit of Mailing (Natural Person) CPLR§3215(g)3
Page 1 of 2 * This form is a PDF and requires Adobe Reader or other suitable software DNLD: 2017-18 DEBT COLLECTION # New or changed in this edition
COL021 Affidavit of Mailing (Corporate) CPLR§3215(g)4
COL022 *Additional Mailing Notice (Corporate) CPLR§3215(g)4
COL023 Additional Mailing of Notice - Courts Outside NYC
COL024 Additional Mailing of Notice of Consumer Credit Action
COL025 Affidavit of Facts by Original Creditor
COL026 Affidavit of Facts and Purchase of Account by Debt Buyer Plaintiff
COL027 Affidavit of Facts and Sale of Account by Original Creditor
COL028 Affidavit of Purchase and Sale of Account by Debt Seller
COL029 Affirmation of Non-Expiration of Statute of Limitations
COL030 Affidavit of Service
COL031 # Extension of Time to Serve
Page 2 of 2 *This form is a PDF and requires Adobe Reader or other suitable software DNLD: 2017-18 DEBT COLLECTION # New or changed in this edition
CORPORATE & PARTNERSHIPH
COR001 Waiver of Notice of Organization Meeting
COR002 Resolutions Adopted by Incorporator
COR003 Waiver of Notice of First Meeting of Board of Directors
COR004 Waiver of Notice of First Meeting of Shareholders
COR005 Waiver of Notice of Annual Meeting of Shareholders
COR006 Waiver of Notice of Special Meeting of the Board of Directors
COR007 Action by Unanimous Written Consent of the Shareholders
COR008 Action by Unanimous Written Consent of the Board of Directors
COR009 Minutes of First Meeting of Shareholders
COR010 Minutes of Annual Meeting of Shareholders
COR011 Minutes of First Meeting of the Board of Directors
COR012 Sample Petition for Dissolution of Corporation under BCL § 1104-a
Page 1 of 1H Some of the forms contained in Corporate & Partnership are omitted from this table of forms because they are available from government agencies. The current versions of these forms are obtainable from the following government agencies: Internal Revenue Service (1-800-829-1040; www.irs.gov), the New York State Department of Taxation and Finance (518-457-5431; www.tax.ny.gov), and the New York State Department of State (518-473-2492; www.dos.ny.gov).
DNLD: 2017-18 CORPORATE & PARTNERSHIP
REAL ESTATE TRANSACTIONS—COMMERCIALH
CRE001 Bargain and Sale Deed with Covenant Against Grantor's Acts (Individual or Corporation) (Form 8007)
CRE001A Contract of Sale
CRE002 Quitclaim Deed (Individual or Corporation) (Form 8009)
CRE003 Executor’s Deed (Individual or Corporation) (Form 8010)
CRE004 Administrator’s Deed (Form 8005)
CRE005 Sample Form of Modification, Consolidation and Extension Agreement
CRE006 Sample Memorandum of Lease
CRE007 Satisfaction of Mortgage
CRE-POA Power of Attorney – New York Statutory Short Form, New York Statutory Gifts Rider and Suggested Modifications
CRE010 Affidavit of Title (Lender’s Form)
CRE011 Sample F.I.R.P.T.A. Certification
CRE012 F.I.R.P.T.A. (Foreign Investment in Real Property Tax) Affidavit ofFacts Relating to the Withholding of Tax upon the Disposition of United States Real Property Interests Pursuant to 26 U.S.C. §1445(B)(2)
CRE014 * Document Recording Checklist
CRE-255 AFF GENL Affidavit Under Section 255 Tax Law
Page 1 of 1 * This form is a PDF and requires Adobe Reader or other suitable software
H Some of the forms contained in Real Estate Transactions—Commercial Property are omitted from this table of forms because they are available from government agencies. The current versions of these forms are obtainable from the following government agencies: The Internal Revenue Service (1-800-829-1040; www.irs.gov), the New York State Department of Tax (518-485-6027; www.tax.ny.gov), and the City of New York www.nyc.gov.
DNLD: 2017-18 REAL ESTATE TRANSACTIONS—COMMERCIAL
CRIMINAL LAW H
CRM001 Notice of Appearance
CRM002 Notice of Bail Motion
CRM003 Affirmation in Support of Bail
CRM004 Notice of Omnibus Motion
CRM005 Affirmation
CRM006 Request for a Bill of Particulars
CRM007 Demand for Discovery
CRM008
Mandate of Commitment for Criminal Contept Committedin the Immediate View and Presence of the Court
CRM009 Order to Show Cause (Sample)
CRM010 Arrest Warrant (Sample)
CRM011 Sample Order to Show Cause #1
CRM012 Sample Order to Show Cause #2
CRM013 Sample Order to Show Cause #3
CRM014 Sample Order to Show Cause #4
CRM015 Sample Order to Show Cause #5
CRM016 Sample Mandate of Commitment #1
CRM017 Sample Mandate of Commitment #2
Page 1 of 2 H All of the forms contained in Criminal Law and Practice are included on this table of forms. DNLD: 2017-18 CRIMINAL LAW
CRM018 Sample Mandate of Commitment #3
CRM019 Sample Arrest Warrant #1
CRM020 Sample Arrest Warrant #2
CRM021 Sample Arrest Warrant #3
Page 2 of 2 H All of the forms contained in Criminal Law and Practice are included on this table of forms. DNLD: 2017-18 CRIMINAL LAW
ELDER LAWH
ELDR001 Power of Attorney – New York Statutory S hort Form, New York
Statutory Gifts Rider and Suggested Modifications
ELDR002 New York Living Will
ELDR003 Sample Revocable Trust
ELDR004 Sample Pourover Will
ELDR005 Sample Irrevocable Trust
ELDR006 # Engagement Letter (Flat Fee)
ELDR007 # Engagement Letter (Hourly Fee)
Page 1 of 1 † Some of the forms contained in ELDER LAW are omitted from this table of forms because they are available from government agencies. The current versions of these forms are obtainable from the following government agencies: The New York State Department of Health (www.health.ny.gov) and the City of New York (www.nyc.gov).
# New or changed in this edition DNLD: 2017-18 ELDER LAW
ENFORCEMENT OF MONEY JUDGMENTS ENF001 Notice of Motion to Set Installment Payments
ENF002 Affirmation in Support of Motion to Set Installment Payments
ENF003 Installment Payment Order
ENF004 Notice of Petition (Turnover Proceeding – CPLR 5227)
ENF005 Petition (Turnover Proceeding – CPLR 5227)
ENF006 Judgment (Turnover Proceeding – CPLR 5227)
ENF008 Information Subpoena with Restraining Notice to Financial Institution
ENF009 Questions and Answers in Connection with Information Subpoena
ENF010 Questionaire for Individual Judgment Debtor
ENF011 Questionaire for Corporate Judgment Debtor
ENF012 Questionaire for Place of Employment
ENF013 Notice to Judgment Debtor
ENF014 # Income Execution
ENF015 Property Execution
ENF016 Property Execution with Notice to Garnishee
ENF017 Exemption Claim Form
ENF018 Exemption Notice
ENF029 Affirmation & Order to Show Cause to Punish for Contempt
ENF033 Final Order of Contempt
ENF037 Warrant of Commitment & Supporting Affidavit
ENF041 Subpoena Duces Tecum with Restraining Order to Judgement Debtor
ENF044 Sample Form of Notice of Right to Garnish Federal Benefits
ENF045 Notice of Motion
Page 1 of 2 # New or changed in this edition DNLD: 2017-18 ENFORCEMENT OF MONEY JUDGMENTS
ENF046 Motion & Order to Compel Compliance with Information Subpoena
ENF047 Motion For Warrant For Failure to Comply with Order to Compel
Compliance with Information Subpoena
ENF048 Information Subpoena with Restraining Notice to Judgment Debtor
Page 2 of 2 # New or changed in this edition DNLD: 2017-18 ENFORCEMENT OF MONEY JUDGMENTS
GUARDIANSHIP†
GUAR001 Order to Show Cause—Application for Appointment of a Guardian of Person and Property
GUAR002 # Petition for Appointment of a Guardian of Person and Property
GUAR003 # Order to Show Cause—Application for Appointment of a Special Guardian
GUAR004 # Verified Petition for Appointment of a Special Guardian
GUAR005 # Order to Show Cause—Application for Appointment of a Guardian with Request for Temporary Restraining Order (TRO) and Injunction
GUAR006 Petition for Appointment of a Guardian with Request for Temporary Restraining Order (TRO) and Injunction
GUAR007 # Consent of Court Evaluator
GUAR008 Affidavit of Responsibility of Court Evaluator
GUAR009 Sample Report of Court Evaluator
GUAR010 Order for Independent Medical Expert
GUAR011 Affidavit of Court Evaluator to Retain Independent Medical Expert
GUAR012 Order and Judgment Appointing Guardian of the Person and Property
GUAR013 Order and Judgment Appointing Special Guardian
GUAR014 Oath and Designation of Clerk
GUAR015 Commission to Guardian
GUAR016 Statement Regarding Real Property
GUAR017 # Order to Show Cause to Authorize Sale of Real Property
GUAR018 # Verified Petition to Request Authorization to Sell Real Property
GUAR019 Order Authorizing Sale of Real Property
GUAR020 # Report of Sale of Real Property
Page 1 of 2 # New or changed with this edition DNLD: 2017-18 GUARDIANSHIP H Some of the forms contained in GUARDIANSHIP are omitted from the accompanying forms CD because they are available from government agencies. The current versions of these forms are obtainable from the following government agencies: the New York State Unified Court System (www.nycourts.gov), New York State Courts Electronic Filing (https://iapps.courts.state.ny.us/nyscef/Forms), the United States Social Security Administration (www.ssa.gov), and the Internal Revenue Service (www.irs.gov).
GUAR021 Order to Show Cause to Discover Property
GUAR022 # Petition to Discover Property
GUAR023 # Initial Report of Guardian
GUAR024 # Initial Report of Guardian—Incapacitated Person in Nursing Home
GUAR025 Annual Report of Guardian for [Year]
GUAR026 # Final Report and Account of Co-guardians
GUAR027 Petition for Settlement of Final Account
GUAR028 # Order to Show Cause for Approval of Final Account
GUAR029 Order Settling and Approving Final Account
GUAR030 Affidavit (in Support of Order for Discharge)
GUAR031 Order Discharging Guardian and Surety
GUAR032 # Notice of Proceeding
GUAR033 Statement of Death per M.H.L. § 81.44
GUAR034 Order to Show Cause to Transfer Guardianship Pursuant to M.H.L. § 83.31
GUAR035 Petition to Transfer Guardianship Pursuant to M.H.L. § 83.31
GUAR036 Provisional Order Transferring Guardianship Pursuant to M.H.L. § 83.31
Page 2 of 2 # New or changed with this edition DNLD: 2017-18 GUARDIANSHIP H Some of the forms contained in GUARDIANSHIP are omitted from the accompanying forms CD because they are available from government agencies. The current versions of these forms are obtainable from the following government agencies: the New York State Unified Court System (www.nycourts.gov), New York State Courts Electronic Filing (https://iapps.courts.state.ny.us/nyscef/Forms), the United States Social Security Administration (www.ssa.gov), and the Internal Revenue Service (www.irs.gov).
LIMITED LIABILITY COMPANIESH
LLC003 Sample Retainer Agreement in Connection with Formation of LLC
LLC004 Simple Operating Agreement—Delaware LLC with One Member
LLC005 Operating Agreement—New York LLC with Professional Manager
LLC006 Complex Operating Agreement—New York LLC, with Options forVarious Situations
LLC007 Operating Agreement of [Delaware] LLC (Manager Managed/SPELimitations)
LLC008 Operating Agreement of [Delaware] LLC (Member Managed/SPELimitations)
LLC009 Operating Agreement of ________________, LLC
LLC010 Sample Operating Agreement for PLLC
Page 1 of 1 DNLD: 2017-18 LIMITED LIABILITY COMPANIES H Some of the forms contained in Limited Liability Companies are omitted from this table of forms because they are available from government agencies. The current versions of these forms are obtainable from the following government agency: the New York State Department of State (www.dos.ny.gov).
† Some of the forms contained in Matrimonial Law are omitted from this table of forms because they are obtainable from other agencies. The current versions of these forms are obtainable from the following agencies: the New York State Unified Court system (www.nycourts.gov) and the Internal Revenue Service (www.irs.gov).
DNLD: 2017-18 MATRIMONIAL LAW
MAT001 Statement of Client’s Rights and Responsibilities
MAT002 Retainer Letter
MAT002A Demand for Statement of Net Worth (Demand Only)
MAT003 Demand for Statement and Statement of Net Worth
MAT004 Client/Attorney Certification
MAT005 Letter to Spouse
MAT006 Letter to Client re: Proposed Property Settlement Agreement(Confidential)
MAT006A Letter to Client re: Proposed Property Settlement Agreement
MAT007 Letter to Attorney re: Proposed Settlement Agreement (Open)
MAT008 Letter to the Other Party’s Attorney re:Execution of Agreement
MAT009 Sample Settlement Agreement, Divorce Agreement, or Separation Agreement
MAT010 Letter to Client re: Tax Consequences
MAT011 Answer (Uncontested Action)
MAT012 Plaintiff’s Statement of Barriers to Remarriage
MAT013 Defendant’s Statement of Barriers to Remarriage
MAT014 Summons with Notice
MAT015 Notice to Take Deposition
MAT015A Notice of Motion to Preclude
MAT015B Affidavit in Support of Motion to Preclude
MAT016 Request for Preliminary Conference
MAT017 Statement of Proposed Disposition
MATRIMONIAL LAW†
Page 1 of 3
MAT018 Attorney’s Affidavit of Regularity (Uncontested Action)
MAT019 Judgment (Uncontested Action)
MAT020 Notice of Entry
MAT021 Plaintiff’s First Demand for Discovery and Inspection
MAT022 Witness Subpoena
MAT023 Combined Subpoena Duces Tecum and Witness Trial Subpoena
MAT024 Qualified Medical Child Support Order
MAT025 Notice of Appeal
MAT026 Notice of Settlement
MAT027 Plaintiff’s Affidavit in Support of Judgment of Divorce
MAT028 Support Collection Unit Information Sheet
MAT029 Uncontested Divorce Check List for Court Submission
MAT030 Notice to Provide Expert’s Information
MAT031 Corrections to Depositions
MAT032 Notice to Admit Truth of Facts
MAT034 Verified Reply
MAT035 Living Expense (Enter all, no automatic calculations)
MAT036 Prospective Budget (Enter all, no automatic calculations)
MAT038 Complaint – Constructive Abandonment
MAT039 Notice for Preservation of Electronic Evidence
MAT040 Consent to Change Attorney
MAT041 Answer with Alternate right of Defendant to Obtain Divorce
MAT042 Notice of Appearance with Demand for Relief
Page 2 of 3 DNLD: 2017-18 MATRIMONIAL LAW † Some of the forms contained in Matrimonial Law are omitted from this table of forms because they are obtainable from other agencies. The current versions of these forms are obtainable from the following agencies: the New York State Unified Court system (www.nycourts.gov) and the Internal Revenue Service (www.irs.gov).
MAT043 Memorandum of Separation Agreement
MAT044 Custody and Visitation Legislation Database Review Information Sheet
MAT045 Verified Complaint
MAT046 Verified Complaint – No Fault with Children
MAT048 Non-Engagement Letter
MAT049 Typical Preliminary Conference/Stipulation Letter
MAT050 Affidavit of Service by Mail of Judgment of Divorce with Notice of Entry
Page 3 of 3 DNLD: 2017-18 MATRIMONIAL LAW † Some of the forms contained in Matrimonial Law are omitted from this table of forms because they are obtainable from other agencies. The current versions of these forms are obtainable from the following agencies: the New York State Unified Court system (www.nycourts.gov) and the Internal Revenue Service (www.irs.gov).
MECHANIC’S LIENSH
MEC001 Affirmation in Support of Application to Continue Private Lien
MEC002 Extension of Lien on Private Property
MEC003 Notice of Application to Continue Lien
MEC004 Order Continuing Private Lien
MEC005 Satisfaction (or Release) of Mechanic’s Lien on a Private Improvement
MEC006 Notice to County Clerk as to Mechanic’s Lien Bond Pursuant to Lien Law§ 19(4)(a) to Discharge Lien
MEC007 Sample Bond
MEC008 Acknowledgment by Surety and Principal
MEC009 Certificate of Solvency § 1111 Insurance Law
MEC010 Power of Attorney Resolution
MEC011 Nonrevocation Certificate
MEC012 Affidavit of Personal Service of Bond/Undertaking upon Corporation
MEC013 Demand Pursuant to § 38 of the Lien Law
MEC014 Demand for Verified Statement from Trustee under Lien Law § 76
MEC015 Notice of Petition to Require Lien Law § 76 Statement
MEC016 Petition to Require Trustee to Provide Lien Law § 76 Statement
MEC017 Extension of Lien under a Public Improvement
MEC018 Notice of Application to Continue Lien on Public Improvement
MEC019 Attorney’s Affirmation to Continue or Extend Public Lien Subsequent toExtension Procedure
MEC020 Order Continuing Public Improvement Lien
MEC021 Satisfaction or Release or Discharge of Lien on Public Improvement
Page 1 of 2 DNLD: 2017–18 MECHANIC’S LIENS
H All of the forms contained in Mechanic’s Liens are included on this table of forms except for the two (2) commercial forms.
MEC022 Satisfaction of Lien—Public Improvement
MEC023 Notice to Government Agency as to Public Improvement Lien Bond Pursuant to Lien Law § 21(5)
MEC024 Bond Discharging Mechanic’s Lien—Public Improvement
MEC029 Verified Complaint to Foreclose a Mechanic’s Lien Filed Against PrivateOwner
MEC030 Verified Complaint to Foreclose a Public Improvement Lien
MEC031 Notice of Application for Ex Parte Order Discharging by Retention a Lienfor a Public Improvement Pursuant to Lien Law § 21(6)
MEC032 Affidavit in Support of Application for Ex Parte Order Discharging Lienfor Public Improvement Pursuant to Lien Law § 21(6)
MEC033 Order Discharging by Retention a Lien for Public Improvement Pursuantto Lien Law § 21(6)
MEC034 Notice of Application for Order Requiring Itemized Statement Pursuant toLien Law § 38 or Cancellation of Lien
MEC035 Verified Petition for Order Requiring Lien Law § 38 Itemized Statement
MEC036 Notice to Commence Action or Show Cause Pursuant to Lien Law § 59
MEC037 Affidavit in Support of Application to Cancel Notice of Lien
MEC038 Order Canceling Notice of Lien
MEC039 Affirmation to Discharge Lien by Deposit
MEC040 Verified Complaint Trust Fund Diversion
Page 2 of 2 DNLD: 2017–18 MECHANIC’S LIENS
H All of the forms contained in Mechanic’s Liens are included on this table of forms except for the two (2) commercial forms.
MORTGAGE FORECLOSURES✝
MF001
MF002
MF002-1
MF003
MF003-1
MF004
MF005
MF006
MF007
MF008
MF009
MF011
MF012
MF013
MF014
MF015
MF015-1
MF016
MF017
MF018
MF019
MF020
MF021
MF023
Notice of Pendency of Action
Summons (General)
Summons (Residential Property of not more than three units)
* Complaint
Certificate of Merit
Order of Reference in Mortgage Foreclosure
* Affirmation of Regularity
Referee’s Oath
Report of Amount Due
Schedule A—Abstract of Documentary Evidence
* Costs of Plaintiff with Attorney’s Affirmation
Judgment of Foreclosure and Sale
Affirmation of Service by Mail
Notice of Foreclosure and Sale
Terms of Sale
Upset Calculation
* Surplus Monies
Referee’s Deed
Referee’s Report of Sale
Statement of Sale
Order Confirming Referee’s Report of Sale
* Help for Homeowners in Foreclosure Notice
Notice to Tenants of Buildings in Foreclosure
Notice to Tenants by Successor in Interest
Page 1 of 1 DNLD: 2017-18 MORTGAGE FORECLOSURES † All of the forms contained in Mortgage Foreclosures are included in this table of forms
DNLD: 2017-18 MORTGAGES H Some of the forms contained in Mortgages are omitted from this table of forms because they are obtainable from other agencies. The current versions of these forms are obtainable from the following providers: Freddie Mac (www.freddiemac.com) and Fannie Mae (www.fanniemae.com).
MORTGAGESH
Standard Mortgage Documents
MORT001 Form of Assignment
Commercial Construction Mortgage Documents
MORT002 Completion Guaranty
MORT003 Building Loan Note
MORT004 Building Loan Agreement
MORT005 Building Loan Mortgage
MORT006 Guaranty of all Liabilities and Security Agreement
MORT007 Environmental Certificate and Indemnity Agreement
Non-Recourse Mortgages
MORT008 Sample “Exculpatory” Provision
MORT009 Limited Guaranty of Payment of “Non-Recourse Mortgage”
Participators
MORT010 Participation Agreement
Page 1 of 1
REPRESENTING THE PERSONAL INJURY PLAINTIFF IN NEW YORKH
PI001 Sample Client Intake Form
PI002 * Statement of Client’s Rights
PI003 * Statement of Client’s Responsibilities
PI004 Judicial Conference Retainer Statement
PI039 Sample Language for Personal Injury Retainer Agreements
B. Investigation and Securing of Medical and Other Records
PI005 HIPAA Compliant Unlimited Authorization for Plaintiff’s Counsel toSecure Client’s Records
PI007 Letter from Plaintiff’s Counsel to Doctor’s Office Explaining HIPAA, Enclosing HIPAA Compliant Authorization, and Detailing What Is Being Requested
PI007A Plaintiff’s Arons/Porcelli Speaking Authorization for Defendants
C. Automobile Negligence and Insurance Related Forms
PI008 Underinsured/Uninsured Notification Letter
PI009 Sample New York No-Fault Computation Sheet
PI010 Request for Driving Abstract
PI011 Letter of Representation to Defendant Owner and Driver
PI012 Pre-Suit Demand Letter for Insurance Information Under Insurance Law§ 3420(f)(2)(A)
Page 1 of 3
* This form is in PDF format and requires Adobe Reader or other suitable software DNLD: 2017-18 PERSONAL INJURY H Some of the forms contained in Representing the Personal Injury Plaintiff in New York are omitted from this table of forms because they are available from government agencies. The current versions of these forms are obtainable from the following government agencies: the Official New York City Website (www.nyc.gov), the New York State Unified Court System (www.nycourts.gov), the New York State Department of Motor Vehicles (www.dmv.ny.gov/forms), and the New York State Department of Financial Services (www.dfs.ny.gov).
A. Intake and Client Retention
D. Commencing the Litigation
PI035 * Court Summons
PI013 Certificate of Merit (No Issue with Statute of Limitations) for MedicalMalpractice Action
PI014 Verified Summons and Complaint in a Medical Malpractice ActionInvolving Wrongful Death of an Infant with Attorney Verification
PI015 Notice of Commencement of Medical Malpractice Action
PI016 Verified Summons and Complaint in an Automobile Negligence Case forIndividual Plaintiff and Attorney Verification
PI040 Statement of Service by Mail and Acknowledgment of Receipt by Mail of Summons and Complaint
E. Discovery and Amplification of Pleadings
PI017 Plaintiff’s Verified Bill of Particulars in a Medical Malpractice ActionInvolving Wrongful Death of an Infant
PI018 Plaintiff’s Notice of Availability for Physical Examination
PI019 Plaintiff’s Notice to Admit
PI020 Plaintiff’s General Combined Demands with a Demand for a VerifiedBill of Particulars on Defendant’s Affirmative Defenses
PI021 Plaintiff’s Notice to Produce Documents in a Product Defect Case withJurisdictional and Successor Liability Issues as to Certain Defendants
PI021A Plaintiff’s Combined Discovery Demands and Notice for Discovery andInspection in Medical Malpractice Case
PI038 Deposition Exhibit Log
F. Trial and Verdict
PI036 Note of Issue, Certificate of Readinesss and Verification
PI037 Certificate of Readiness and Verification
Page 2 of 3
* This form is in PDF format and requires Adobe Reader or other suitable software DNLD: 2017-18 PERSONAL INJURY
H Some of the forms contained in Representing the Personal Injury Plaintiff in New York are omitted from this table of forms because they are available from government agencies. The current versions of these forms are obtainable from the following government agencies: the Official New York City Website (www.nyc.gov), the New York State Unified Court System (www.nycourts.gov), the New York State Department of Motor Vehicles (www.dmv.ny.gov/forms), and the New York State Department of Financial Services (www.dfs.ny.gov).
PI022 Trial Exhibit List (Internal Use Only)
PI023 Trial Notebook Index (Internal Use Only)
PI024 Jury Selection Record (Internal Use Only)
PI025 Trial Schedule
PI026 Plaintiff’s Request to Charge in a Medical Malpractice Case
PI027 Plaintiff’s Request to Charge in a Motor Vehicle Negligence Case
PI028 Plaintiff’s Proposed Verdict Sheet in a Medical Malpractice Case
G. Settlement and Closing of Case
PI029 General Release
PI030 Standard Stipulation of Discontinuance
PI031 CPLR 5003-a Letter to Defendant Transmitting Settlement Documents
PI032 Judicial Conference Closing Statement
PI033 Client Disbursement Accounting
PI034 Trial Preparation Checklist
Page 3 of 3
* This form is in PDF format and requires Adobe Reader or other suitable software DNLD: 2017-18 PERSONAL INJURY
H Some of the forms contained in Representing the Personal Injury Plaintiff in New York are omitted from this table of forms because they are available from government agencies. The current versions of these forms are obtainable from the following government agencies: the Official New York City Website (www.nyc.gov), the New York State Unified Court System (www.nycourts.gov), the New York State Department of Motor Vehicles (www.dmv.ny.gov/forms), and the New York State Department of Financial Services (www.dfs.ny.gov).
PROBATE AND ADMINISTRATION OF DECEDENTS' ESTATES†
PRB-A-1 * Petition for Letters of Administration (Form A-1)
PRB-A-1-Optional Petition For Letters of Administration (Form A-1) (with optional
acknowledgment language)
PRB-A-2 * Administration Citation (Form A-2)
PRB-A-3 * Notice of Application for Letters of Administration (Form A-3)
PRB-A-4 *Affidavit of Mailing Notice of Application for Letters of Administration
(Form A-4)
PRB-A-5 * Notice to Consul General (Form A-5)
PRB-A-6 * Decree Appointing Administrator (Form A-6)
PRB-A-7 * Affidavit of Regularity (Form A-7)
PRB-A-8 * Waiver of Citation, Renunciation and Consent to Appointment of
Administrator (Individual) (Form A-8)
PRB-A-8-Optional * Waiver of Citation, Renunciation and Consent to Appointment of
Administrator (Individual) (Form A-8) (with optional acknowledgment language)
* Waiver of Citation and Consent to Appointment of Administrator
(Corporation) (Form A-9)
PRB-A-10 * Affidavit of Service of Citation (Adult) (Form A-10)
PRB-P-1 * Petition for Probate (Form P-1) (PDF Version)
PRB-P-1 Petition for Probate (Form P-1) (Microsoft Word Version)
PRB-P-2 * Application for Preliminary Letters Testamentary (Form P-2)
PRB-P-2-Consent * Consent and Designation of Corporate Preliminary Executor (Inside New
York State)
PRB-P-3 * Affidavit of Attesting Witness (Form P-3)
PRB-A-9
* This form is a PDF and requires Adobe Reader or other suitable software DNLD: 2017-18 PROBATE & ADMINISTRATION
H Some of the forms contained in Probate and Administration of Decedents' Estates are omitted from the accompanying forms CD because they are available from government agencies. The current versions of these forms are obtainable from the following government agencies: The Internal Revenue Service (www.irs.gov) and the New York State Department of Taxation and Finance (www.tax.ny.gov).
# New or changed with this version Page 1 of 2
PRB-P-4 * Waiver of Process; Consent to Probate (Form P-4)
PRB-P-4-Optional * Waiver of Process; Consent to Probate (Form P-4) (with optional acknowledgment language)
PRB-P-5 * Probate Citation (Form P-5)
PRB-P-6 * Notice of Probate (Form P-6)
PRB-P-7 * Affidavit of Service of Citation (Form P-7)
PRB-P-8 * Application to Dispense with Testimony of Attesting Witness (Form P-8)
PRB-P-9 * Affidavit Proving Handwriting (Form P-9)
PRB-P-10 * Renunciation of Nominated Executor and/or Trustee (Form P-10)
PRB-P-10-Optional * Renunciation of Nominated Executor and/or Trustee (Form P-10) (with
optional acknowledgment language)
PRB-P-11 * Renunciation of Letters of Administration c.t.a. and Waiver of Process
(Form P-11)
PRB-P-11-Optional * Renunciation of Letters of Administration c.t.a. and Waiver of Process
(Form P-11) (with optional acknowledgment language)
PRB-P-12 * Affidavit of No Debt (Form P-12)
PRB-P-13 * Affidavit of Comparison (Form P-13)
PRB-AttCert * Attorney’s Certification in Probate Proceeding
PRB-Decree Decree Granting Probate
PRB-207-20 * Inventory of Assets (Rule 207.20)
* This form is a PDF and requires Adobe Reader or other suitable software DNLD: 2017-18 PROBATE & ADMINISTRATION # New or changed with this version
H Some of the forms contained in Probate and Administration of Decedents' Estates are omitted from the accompanying forms CD because they are available from government agencies. The current versions of these forms are obtainable from the following government agencies: The Internal Revenue Service (www.irs.gov) and the New York State Department of Taxation and Finance (www.tax.ny.gov).
Page 2 of 2
RE001 Blank Worksheet for Estimating Closing Costs
RE002 Attorney’s Checklist— Action Prior to, at Time of, and Subsequent to Closing
RE002A Residential Contract of Sale (Microsoft Word Format) (NYSBA/NYSLTA/ABCNY/NYCLA)
RE002A * Residential Contract of Sale (PDF Format)(NYSBA/NYSLTA/ABCNY/NYCLA)
RE003 Contract of Sale (NYBTU Form 8041)
RE003A Property Condition Disclosure Statement
RE004 Lead Paint Disclosure Form for Housing Sales
RE005 Lead Paint Disclosure Form for Housing Rentals and Leases
RE006 Rider Clauses to Contract of Sale—Purchaser
RE007 Holdover Agreement (Short Form)
RE008 Holdover Agreement (Long Form)
RE009 Occupancy Agreement
RE010 Acceleration Affidavit—To Postpone Condition Requiring Borrower to Sell Current Residence
RE011 Attorney’s Affidavit of Compliance
RE012 Warranty Deed with Full Covenants
RE013 Bargain and Sale Deed, with Covenant Against Grantor’s Acts (Individual or Corporation)
* This form is a PDF and requires Adobe Reader or other suitable software DNLD: 2017–18 REAL ESTATE TRANSACTIONS— RESIDENTIAL
Page 1 of 6
REAL ESTATE TRANSACTIONS—
RESIDENTIAL
Some of the forms contained in Real Estate Transactions – Residential Property are omitted from this table of forms because they are obtainable from other agencies. The current versions of these forms are obtainable from the following agencies: the New York State Department of Taxation and Finance (www.tax.ny.gov), the Official New York City Website (www.nyc.gov), the Internal Revenue Service (www.irs.gov), the United States Department of Housing and Urban Development (www.hud.gov), Financial CrimesEnforcement Network (www.fincen.gov), CLE Abstract (www.cleabstract.com), Securetitle Agency (www.securetitle.com), Advantage Title Company (www.advantagetitle.com), and Judicial Title Insurance Agency (www.judicialtitle.com); See website for telephone numbers for different locations).
†
RE014 Bargain and Sale Deed, Without Covenant Against Grantor’s Acts
RE015 Quitclaim Deed (IRS-8009)
RE016 Executor’s Deed (NYBTU-8010)
RE016A Administrator’s Deed
RE017 Referee’s Deed in Foreclosure
RE018 F.I.R.P.T.A. Non-Foreign Certification by Individual Transferor
RE019 F.I.R.P.T.A. Affidavit of Facts Relating to the Withholding of Tax upon the Disposition of United States Real Property Interests Pursuant to 26 U.S.C. 1445(B)(2)
RE020 Undertaking/Indemnity for Transfer Tax by Transferee and Its Designated Title Agency
RE021 Rider Clauses to Contract of Sale—New Construction
RE022 Rider Clauses to Contract of Sale—Condominium Unit
RE022A * Contract of Sale—Cooperative Apartment
RE022B Contract of Sale – Condominium Unit (Microsoft Word Format)
RE022C
RE023
RE025
RE026 Rider Clauses to Contract of Sale—Seller
* This form is a PDF and requires Adobe Reader or other suitable software
Page 2 of 6
RE027 Seller’s Attorney’s Transmittal Letter
RE028 Phraseology of Typical Title Report Exceptions
RE029 Certification for No Information Reporting on the Sale or Exchange of a Principal Residence
RE024
Explanatory Notes—Condominium Contract of Sale Rider
Clauses to Contract of Sale—Cooperative Apartment
Brokerage Agreement—Seller
Blank Worksheet Form for Calculating Seller’s Closing Costs
DNLD: 2017–18 REAL ESTATE TRANSACTIONS—RESIDENTIAL
Some of the forms contained in Real Estate Transactions – Residential Property are omitted from this table of forms because they are obtainable from other agencies. The current versions of these forms are obtainable from the following agencies: the New York State Department of Taxation and Finance (www.tax.ny.gov), the Official New York City Website (www.nyc.gov), the Internal Revenue Service (www.irs.gov), the United States Department of Housing and Urban Development (www.hud.gov), Financial Crimes Enforcement Network (www.fincen.gov), CLE Abstract (www.cleabstract.com), Securetitle Agency (www.securetitle.com), Advantage Title Company (www.advantagetitle.com), and Judicial Title Insurance Agency (www.judicialtitle.com); See website for telephone numbers for different locations).
†
RE030 Sample of “No Other Name” and “No Judgments” Affidavit Submitted for Clearance of Title—Exceptions Raised
RE031 Natural Person Mortgagee—Affidavit of Exemption § 253(1-a)
RE032 Power of Attorney – New York Statutory Short Form, New York Statutory Gifts Rider and Suggested Modifications
RE035A New York State Disclosure Form—Buyer and Seller
RE035B New York State Disclosure Form—Landlord and Tenant
RE036 Addendum to Contract for Purchase and Sale
RE037 Help for Homeowners in Foreclosure
RE038 Buyer Retainer Letter
RE039 Seller Retainer Letter
RE040 Disclosure Statement
RE041 Privacy Policy Notice
RE043 Authorization to Release Information
RE044 Title Insurance and You
* This form is a PDF and requires Adobe Reader or other suitable software Page 3 of 6
RE045 Is Title Insurance Worth the Extra Cost?
RE046 What Does a Survey Do For Me?
RE048 Investor Addendum
RE049 Uniform Acknowledgement In State
RE050 Uniform Acknowledgement Out of State
RE051 Subscribing Witness Acknowledgement In State
RE052 Subscribing Witness Acknowledgement Out of State
DNLD: 2017–18 REAL ESTATE TRANSACTIONS—RESIDENTIAL
Some of the forms contained in Real Estate Transactions – Residential Property are omitted from this table of forms because they are obtainable from other agencies. The current versions of these forms are obtainable from the following agencies: the New York State Department of Taxation and Finance (www.tax.ny.gov), the Official New York City Website (www.nyc.gov), the Internal Revenue Service (www.irs.gov), the United States Department of Housing and Urban Development (www.hud.gov), Financial Crimes Enforcement Network (www.fincen.gov), CLE Abstract (www.cleabstract.com), Securetitle Agency (www.securetitle.com), Advantage Title Company (www.advantagetitle.com), and Judicial Title Insurance Agency (www.judicialtitle.com); See website for telephone numbers for different locations).
†
RE053 * Columbia County Supplemental Real Estate Transfer Tax Return
RE054 * Peconic Bay Region Community Preservation Fund
RE055 * Town of Warwick Community Preservation Fund (CPF) TransferTax
RE056 * Town of Red Hook Transfer Tax - Community Preservation Fund
RE057 Affidavit of Title
RE058 Judgment Affidavit
RE059 Fence and Boundary Affidavit
RE060 Survey Affidavit
RE061 Affidavit as to Power of Attorney Being in Full Force
* This form is a PDF and requires Adobe Reader or other suitable softwarePage 4 of 6
RE062 Occupancy Agreement for Seller in Possession After Closing
RE063 Mortgage Note (Fixed Rate)
RE064 Mortgage Note (NYBTU Form 8011)
RE065 Mortgage
RE066 Mortgage (Statutory Short Form M)
RE067 Combined Note and Mortgage
RE068 Affidavit of Exemption (Tax Law §253(1-A))
RE069 * Cayuga County Clerk’s Recording Page
RE070 * Fulton County Recording Page
DNLD: 2017–18 REAL ESTATE TRANSACTIONS—RESIDENTIAL
Some of the forms contained in Real Estate Transactions – Residential Property are omitted from this table of forms because they are obtainable from other agencies. The current versions of these forms are obtainable from the following agencies: the New York State Department of Taxation and Finance (www.tax.ny.gov), the Official New York City Website (www.nyc.gov), the Internal Revenue Service (www.irs.gov), the United States Department of Housing and Urban Development (www.hud.gov), Financial CrimesEnforcement Network (www.fincen.gov), CLE Abstract (www.cleabstract.com), Securetitle Agency (www.securetitle.com), AdvantageTitle Company (www.advantagetitle.com), and Judicial Title Insurance Agency (www.judicialtitle.com); See website for telephone numbers for different locations).
†
RE071 * Hamilton County Recording Page
RE072 * Orange County Clerk’s Office Recording Page
RE073 * Oswego County Recording Page
RE074 * Otsego County Recording Page
RE075 * Putnam County Recording Page
RE076 * Schenectady County Recording Page
RE077 * Suffolk County Recording Page
* This form is a PDF and requires Adobe Reader or other suitable softwarePage 5 of 6
RE078 * Tioga County Recording Page
RE079 * Westchester County Clerk Recording Sheet
RE080 * Sample Closing Statement
RE081 Recording Fees, Mortgage Tax Rate and County Cover Sheet
RE082 * City of Yonkers Transfer Tax Form
RE083 * City of Mount Vernon Transfer Tax Form and Instructions
RE084 * City of Peekskill Real Property Transfer Tax and Instructions
RE085 * General Offices, Addresses and Telephone N umbers for AssistanceDisposing of Matters Raised in the Title Report
RE086 * Statutes of Limitations Chart
RE413 Broker’s Offer Memorandum — Fact Sheet
RE415 Estimate for Closing Costs — Purchaser
DNLD: 2017–18 REAL ESTATE TRANSACTIONS—RESIDENTIAL
Some of the forms contained in Real Estate Transactions – Residential Property are omitted from this table of forms because they are obtainable from other agencies. The current versions of these forms are obtainable from the following agencies: the New York State Department of Taxation and Finance (www.tax.ny.gov), the Official New York City Website (www.nyc.gov), the Internal Revenue Service (www.irs.gov), the United States Department of Housing and Urban Development (www.hud.gov), Financial CrimesEnforcement Network (www.fincen.gov), CLE Abstract (www.cleabstract.com), Securetitle Agency (www.securetitle.com), Advantage Title Company (www.advantagetitle.com), and Judicial Title Insurance Agency (www.judicialtitle.com); See website for telephone numbers for different locations).
†
RE417 Resource Guide to Addresses and Numbers for Credit Report Information
RE418 Resource Guide to Agencies and Numbers for Home Environmental Health and Safety Information
RE421 Estimate of Closing Costs — Seller
RE423 Contents of Affidavit Seeking to Discharge Mortgage Where Lender Failed to Provide Satisfaction
RE425 Transitional Rules and Procedures Until Torrens System Abolished
* This form is a PDF and requires Adobe Reader or other suitable softwarePage 6 of 6
RE427 Resources for Senior Citizen Homeowners
RE429 Sample Schedule A — Condominium Unit Description
RE433 Acceptance of Statutory Short-Form Power of Attorney – Sample Letter
RE435-A Uniform Form Certificate of Acknowledgement (within New York State)
RE435-B Uniform Form Certificate of Proof of Execution by Subscribing Witness(es) for Instruments Relating to Property in New York
RE437 Sample Retainer Letters
RE461 Privacy Policy Notice
RE-fact sheet
* EPA/HUD Lead Paint Fact Sheet
RE-lead brochure
* Protect Your Family from Lead in Your Home pamphlet RE-SMOKEALARM Smoke Alarm and Carbon Monoxide Detector Affidavit
RE-TAX- Dates
* Westchester County Property Tax Payment Dates
DNLD: 2017–18 REAL ESTATE TRANSACTIONS—RESIDENTIAL
Some of the forms contained in Real Estate Transactions – Residential Property are omitted from this table of forms because they are obtainable from other agencies. The current versions of these forms are obtainable from the following agencies: the New York State Department of Taxation and Finance (www.tax.ny.gov), the Official New York City Website (www.nyc.gov), the Internal Revenue Service (www.irs.gov), the United States Department of Housing and Urban Development (www.hud.gov), Financial CrimesEnforcement Network (www.fincen.gov), CLE Abstract (www.cleabstract.com), Securetitle Agency (www.securetitle.com), Advantage Title Company (www.advantagetitle.com), and Judicial Title Insurance Agency (www.judicialtitle.com); See website for telephone numbers for different locations).
†
WILL DRAFTINGH
WIL002 Dual Representation Letter
WIL003 Separate Representation Letter
WIL004 Sample Last Will and Testament with Affidavit for Attesting Witnesses
WIL005 Will Execution Checklist
WIL006 Health Care Proxy and Living Will
WIL007 Fact Gathering Checklist
Page 1 of 1
† Some of the forms contained in WILL DRAFTING are omitted from this table of forms because they are available from government agencies. The current versions of these forms are obtainable from the following government agencies: The New York State Department of Health (www.health.ny.gov) and the City of New York (www.nyc.gov).
DNLD: 2017-18 WILL DRAFTING
ZONING AND LAND USE
Page 1 of 4 DNLD: 2017-18 ZONING, LAND USE & ENVIRONMENTAL LAW * This form is a PDF and requires Adobe Reader or other suitable software
H Some of the forms contained in Zoning, Land Use and Environmental Law are omitted from this table of forms because they are available from other agencies. The current versions of these forms are obtainable from the following government agencies: the New York State Department of Environmental Conservation (www.dec.ny.gov) and the United States Environmental Protection Bureau (www.epa.gov).
FREEDOM OF INFORMATION
ZON009
ZON010
ZON011
ZON012
ZON013
Application for Public Access to Records and Response
Application for Public Access to Records and Response (Alternate Form)
Application Letter (Alternate Form 2)
Preliminary Response to FOI Request
Response to FOI Request
MISCELLANEOUS
ZON014
ZON015
ZON016
ZON017
ZON018
ZON019
ZON020
ZON021
Adoption of Local Law Resolution
Consulting Agreement—Intermunicipal
General Release and Indemnification
Mobile Homes and Travel Trailers, Town of Corinth
Natural Gas Vehicle Permits Local Law
Resolution of Support Regarding Bluestone Gas Corporation
Noise Control
Noise Control (Alternative Form)
ENFORCEMENT
ZON001
ZON002
ZON003
ZON004
ZON005
ZON006
ZON007
ZON008
Code Violation Letter From Attorney to Violator
Code Enforcement Officer Letter to Violator
Code Compliance Letter From Code Enforcement Officer to Violator (Alternate) Complain, Violation of Zoning Ordinance
Information Regarding Zoning Ordinance Violation
Order to Remedy Violation of Zoning Local Law
Order to Remedy Violation (Alternate Form)
Summons and Complaint—Failure to Maintain Property
Page 2 of 4 DNLD: 2017-18 ZONING, LAND USE & ENVIRONMENTAL LAW * This form is a PDF and requires Adobe Reader or other suitable software
ZON022
ZON023
ZON024
ZON025
ZON026
ZON027
ZON028
ZON029
ZON030
Oil and Gas lease (DEC)
Open Burning, Outdoor Furnaces and Bonfires
Proposal for Engineering Services, Compressed Natural Gas Fuel Filling
Station Projects
Rental Registration Application, City of Binghamton
Resolution That Zoning Determinations Be Filed With Municipal Clerk
Seismic Permit, Town of Preston
Settlement and Release Agreement
Driveway Design Standards
Driveway Building Permit Application
PLANNING BOARD
ZON031
ZON032
ZON033
ZON034
ZON035
ZON036
ZON037
ZON038
ZON039
ZON040
ZON041
Appointment of Ad Hoc Temporary Members to Planning Board Zoning
Board of Appeals
Procedure for Assignment of Alternate Members
Planning Board, Resolution Appointing
Approved Training Courses, Resolution Designating
Training Requirements for Planning Board and ZBA, Local Law
Establishing
Training Requirements for Planning Board and ZBA, Resolution Waiving
Section 239 Review Submission Form
* Sections 239-l, 239-m and 239-n Application
Site Plan Review (Model), Notice of Public Hearing
Site Plan Denial
Subdivision Regulations—Map Endorsement
ROAD USE AGREEMENTS, LOCAL LAWS AND PERMITS
ZON042 Road Use Agreement (Broome County)
ZON043 Road Use Agreement (Town of Owego)
ZON044
ZON045
Road Use and Crossing Agreement (With Exhibits) Amended and
Restated
Road Preservation Local Law
ZON046 Road Preservation Law: Town of Sanford
H Some of the forms contained in Zoning, Land Use and Environmental Law are omitted from this table of forms because they are available from other agencies. The current versions of these forms are obtainable from the following government agencies: the New York State Department of Environmental Conservation (www.dec.ny.gov) and the United States Environmental Protection Bureau (www.epa.gov).
Page 3 of 4 DNLD: 2017-18 ZONING, LAND USE & ENVIRONMENTAL LAW * This form is a PDF and requires Adobe Reader or other suitable software
ZON047
ZON048
ZON049
ZON050
Road Use and Preservation Policy, Resolution Adopting
Road Use Permits for Vehicles in Excess of Weight Limitations
Special Hauling Permit Motor Vehicles (Broome County)
Special Hauling Permit Agreement (Intermunicipal)
SEQR
ZON051 Conditioned Negative Declaration of Significance
ZON052 Determination of Type II Action
ZON053
ZON054
Determination That Proposed Activity Does Not Require Environmental
Review
Environmental Notice Bulletin Form
ZON055 Lead Agency Notice to Other Interested Agency
ZONING
ZON056
ZON057
ZON058
ZON059
Adoption of Zoning Local Law (Village), Notice of
Resolution Adopting Zoning Local Law (Village)
Amendment to Zoning Local Law
Zoning Amendment (With Determinations)
ZON060
ZON061
Resolution Recommending Proposed Amendments to the Town Zoning
Code
Application for Change in Zoning
ZON062 Comprehensive Plan, Resolution Adopting
ZON063 Declaration of Covenants and Restrictions to Accommodate Rezoning
ZON064 Resolution Accepting Declaration of Covenants and Restrictions
ZON065 Resolution Accepting Declaration of Covenants and Restrictions
(Alternate Form)
ZON066 County Department of Planning Letter Requesting Review of Variance
Application
ZON067 * Land Use Change Application Flowchart
H Some of the forms contained in Zoning, Land Use and Environmental Law are omitted from this table of forms because they are available from other agencies. The current versions of these forms are obtainable from the following government agencies: the New York State Department of Environmental Conservation (www.dec.ny.gov) and the United States Environmental Protection Bureau (www.epa.gov).
Page 4 of 4 DNLD: 2017-18 ZONING, LAND USE & ENVIRONMENTAL LAW * This form is a PDF and requires Adobe Reader or other suitable software
ZONING BOARD OF APPEALS
ZON068
ZON069
ZON070
ZON071
ZON072
ZON073
ZON074
ZON075
ZON076
ZON077
ZON078
ZON079
ZON080
ZON081
ZON082
ZON083
ZON084
Application for Appeal
Notice of Public Hearing: Area Variance (Model)
Area Variance Granted (Setback)—Sample Appeal Action
Area Variance Denied (Setback)—Sample Appeal Action
Flowchart
Interpretation of Zoning Ordinance—Sample Appeal Action
Interpretation of Zoning Ordinance or Alternative Variance, Notice of
Public Hearing re
Rehearing—Notice of Public Hearing re Zoning Board of Appeals
Decision
Special Use Permit, Model
Special Use Permit, Town of Sanford West Beach Enterprises LLC
Special Permit Granted—Sample Appeal Action
Special Use Permit, Granted With Conditions
Use Variance Model
Use Variance Granted—Sample Appeal Action
Use Variance Denied—Sample Appeal Action
Use Variance (Alternate Form)—Decision
Use Variance Findings Form
H Some of the forms contained in Zoning, Land Use and Environmental Law are omitted from this table of forms because they are available from other agencies. The current versions of these forms are obtainable from the following government agencies: the New York State Department of Environmental Conservation (www.dec.ny.gov) and the United States Environmental Protection Bureau (www.epa.gov).
PRACTICAL SKILLS SERIES
GENERALLY Adobe, Inc. has added significant new features in its Acrobat family of programs which greatly enhance the usefulness of these Practical Skills Series (PSS) forms in Portable Document Format (PDF). With these features you can:
Use the new screen design to view information more precisely and efficiently by choosing the reading mode to fit more content on the screen or the two-up mode to view page spreads without excess space in the middle. Zoom in, pan over, or use the loupe feature in Reader to take a closer look.
Complete forms online as well as offline, including the ability to save partially completed forms with client data for completion later.
Fill in and save forms on your PC.
Please note that Adobe Reader Version XI (aka 11) or newer, or equivalent is required to enable efficient processing of these forms.
The Practical Skills Series CD that you purchased from NYSBA has the authorized ability to install the current version of Reader onto your PC without connecting to the Internet or Adobe, Inc’s website. If you did not exercise the option to install Reader when you installed this product, you can still perform the installation from the NYSBA CD by exiting this document, re-inserting the CD , and choosing to “INSTALL READER” when asked. No need to repeat the installation of the forms, so click CANCEL after installing the Reader program and navigate back to your Desktop.
Be sure to check for updates to Reader that may have been issued after this CD was created.
Below is a very brief introduction to general operations with Adobe Reader. Following that, a much more extensive discussion is provided where these and other enhanced features are explained in greater detail.
FILLING IN A NON-INTERACTIVE FORM
Non-interactive PDF forms can be printed and filled in by hand or can have text inserted directly into them by way of the keyboard. At this time, Adobe is in transition regarding the entry of text into an existing PDF document and therefore provides two alternative methods, the old way as well as the new to maintain compatibility with older documents that cannot support the newer techniques.
When utilizing Reader for inserting text, one of two different situations will occur:
1. After opening a PDF document with Reader XI, you may see a colored ribbon across the top of thedocument with an icon (small picture) of a Typewriter in the center. This icon is labeled“TYPEWRITER”. When you see the typewriter icon, merely click on it and the cursor will change to an Ibeam symbol: . …Position this I-beam at the place where text is to be inserted, (left) click your mouseand then begin keying the material to be inserted. (Note that the other text in the original document willnot expand or contract to make room for the new entry.)
1
2. The second option you may see is when you open a PDF document with Reader and the “Typewriter” andthe colored ribbon do not appear at the top of the document. To enter data into the document, take thefollowing steps:
Click on the word “COMMENT” in the upper right of the screen and then on the Annotations tab, select the “T” figure from the drop-down menu by (left) clicking in it:
The cursor will change to an i-beam symbol: . …Position this i-beam at the point where text is to be inserted, left click your mouse and begin keying the material. (Note that other text in the original document will not expand to make room for the new entry.)
You may also change the font and size of the new entry along with other limited options in the secondary window that automatically opens:
Some of the PDF forms in this product may contain interactive form fields that are shaded a light color. You can fill in the form with one of the tools on the Select & Zoom toolbar: the Hand tool or the Select tool. When you place the pointer over an interactive form field, the pointer icon changes to one of the following:
• Pointing Finger or Pointing Hand Plus icon , appears when the pointer is over a button, radiobutton, check box, or item on a list.
• Arrow . Appears when you can select an item in a list of options.• I-beam icon appears when you can type text into the form field. If
the form fields are not interactive, the basic pointer icon does not change.
FILLING IN AN INTERACTIVE FORM
1. Select either the Hand tool or the Select tool. (Optional) To make form fields easier to identify,click the Highlight Fields button on the document message bar. Form fields appear with a coloredbackground (light blue by default).
2. Click on the first field you want to fill in, either to select that option or to place an I-beam pointer in thefield so you can start typing.
3. After making a selection or entering text, do any of the following:2
o Press Tab or Shift + Tab to accept the field change and go to the next or previous field.o Press the Up or Left arrow key to select the previous radio button in a group of radio buttons, or
press the Down or Right arrow key to select the next radio button.o Press Esc to reject the field change and deselect the current field. If you’re viewing the form in
Full Screen mode, pressing Esc a second time causes you to exit Full Screen mode.
Note: If the current field is a single-line text box, you can press Enter (Windows) or Return (Mac OS) to accept your typing and deselect the field. If the current field is a check box, pressing Enter or Return turns the check box on or off. In a multiline text form field, pressing Enter or Return creates a paragraph return in the same form field. In all cases, you can press Enter on the keypad to accept the change and deselect the current form field.
4. After you fill in the fields, do the following:o Choose File > Save As, and specify a name (and location if desired) to save the completed
document.
Note: Adobe Acrobat Reader users now have extended rights in all these documents that enable the saved copy to include the entries you made in the form.
o Print the form.
CLEAR UNSAVED FORM ENTRIES
Choose File > Revert.
Note that these new features do not allow you to modify the text of the form itself, a strong advantage for PDF use where appropriate.
Additional new features supporting an open, collaborative work environment are also available. See www.adobe.com/products/reader for details.
The following pages provide a more detailed discussion from the Reader Help File of the new features made available within the current version. Please take the time to familiarize yourself with the new procedures so that you can achieve the best possible level of time-saving and efficiency.
3
Reader Help / Fill in forms
Is the form fillable? Not all forms are fillable. Sometimes form creators don’t convert their PDFs to interactive fillable forms. Or, they intentionally design a form that you must print and fill in by hand. These non-interactive forms are called flat forms.
Purple bar across the top? The purple message bar indicates that the form is fillable. Depending on how the form was created, it could be “interactive” or “flat”.
Interactive form An interactive form contains fields that you can select or fill in. You can turn on the Auto-Complete option to help you fill in forms more quickly. Flat form with Add Text Comment tool A flat form does not have interactive fields. However, if available, you can use the Add Text Comment (Typewriter) tool to type over blank form fields. You can add text anywhere on the form, not only within specific boxes.
Fillable forms
A. Interactive forms highlight where you should type B. Forms with the Add Text Comment tool let you add text anywhere on the form Note: The purple bar displays only if the creator of the form enabled it.
Add Text Comment tool visible? Forms that display the Add Text Comment tool, let you add text anywhere on the form. If you don’t see theAdd Text Comment tool palette as shown below, look in the Tools or Sign pane (depending on your version of Reader) for the Add Text Comment option.
4
If the Add Text Comment tool is available, you can add text anywhere on the form. Note: The Add Text Comment tool is available only if the creator of the form enabled it.
Yellow bar across the top? A yellow message bar may appear when you open a form in Reader. Protected View limits what you can do in a PDF to protect your computer from potentially malicious content. If you trust the source of the file, click Enable All Features. Once enabled, you can look for the purple message bar or Typewriter tool.
A yellow message bar protects you from potentially risky files.
5
No purple bar or Typewriter tool? If you don’t see a purple bar across the top or the Typewriter tool, your form is not fillable in Reader. You must print the form and fill it in by hand.
Form with neither the purple bar across the top nor the Typewriter tool
Quick tip tutorials on filling in and saving forms For some quick tutorials on filling in forms, see these videos on Adobe TV:
• How to enter form data using Adobe Reader• How to type into a form• How to save form data
Sample forms: flat and interactive Patti Sokol, of Sokol Consulting, created two sample forms to show the differences between a flat form and an interactive form. Click here to see a flat form. Notice that you cannot type in the fields of a flat form.Click here to see an interactive form. You can highlight the fields and type in them. Be sure to read the information in the top text box of each sample form. Then move your cursor over the fields to see what actions are available. You can also print and save the forms to your computer.
Fill in an interactive form In an interactive form, the pointer changes to a different icon, depending the field. For example, the Hand tool changes to an I-
beam when you can type text into the form field. 1. If necessary, right-click the document, and select either the Hand tool or the Select tool from the
pop-up menu.
2. To make form fields easier to identify, click the Highlight Fields button on the purple documentmessage bar. Form fields appear with a colored background (light blue by default). A colored outline (red bydefault) identifies required form fields.
3. Click inside a text field to type. For check boxes or selection buttons, click the option you want to select.4. Press Tab to move forward or Shift + Tab to move backward.5. When finished, click the submit button to send the form data. The submit button can appear in the purple message bar at the
top of the form or in the form itself.For troubleshooting tips on completing forms, see Troubleshooting forms.
Options for moving among form fields
Key Result
Tab or Shift + Tab Accepts typing and moves to next field
Up/Left Arrow Selects previous radio button in a group
Down/Right Arrow Selects next radio button
Esc Reject and deselect form field.
Esc (press twice) Exits Full Screen mode
Enter or Return (single-line text field)
Accepts typing and deselects field
Enter or Return (multiline Creates paragraph return in
Part II 2013 Reader Help _ Fill in forms.htm[9/30/2013 4:03:34 PM]
text field) same form field
Enter or Return (check box)
Turns check box on or off
Enter (keypad) Accepts typing and deselects current form field
Enable the Auto-complete options (interactive forms only) The Auto-Complete feature stores entries that you type in interactive form fields. Auto-Complete then suggests or even automatically enters responses that match your typing in other form fields. The suggestions appear in a pop-up menu, from which you can select a match. The Auto-Complete feature is off by default, so you must enable it in the Forms preferences if you want to use it.
1. Choose Edit > Preferences (Windows) or Reader > Preferences (Mac OS) to open the Preferencesdialog box.2. In the Preferences dialog box, click Forms from the list at left.3. Under Auto-Complete, choose Basic or Advanced from the menu. (A description of each mode appears at the
bottom of the dialog box.)4. Select Remember Numerical Data if you want to store numbers that you type into forms.
Remove entries from the Auto-Complete memory If Auto-Complete includes unwanted entries, such as inadvertent misspellings, you can remove them.
1. Choose Edit > Preferences (Windows) or Reader > Preferences (Mac OS) to open the Preferencesdialog box.2. In the Preferences dialog box, click Forms from the list at left.3. Under Auto-Complete, select Edit Entry List, and then remove or change the unwanted words.
To the top
Fill in forms with Add Text Comment tool If the form creator enabled the Add Text Comment tool, use that tool to fill out flat forms. The text you add with the Add Text Comment tool appears in the Comments List (Comment > Comments List).
1. In either the purple message bar or floating toolbar, click Add Text Comment.Note: If the Add Text Comment option is unavailable, you must print the form to fill it out.
2. Click a blank form field and type.
3. (Optional) Adjust options in the purple message bar or floating toolbar to change the text size, position, orfont.
4. When finished, print a copy of the completed form.
Note:You cannot electronically submit a form filled out using the Add Text Comment tool. You must print thecompleted form.
Save forms Not all forms can be saved. Completed forms can be saved only if the author of the form allows it. If the PDF author has enabled local
saving, click the disk icon in the toolbar at the upper left of the window or in the floating toolbar if viewing the form on the web. Then rename the file and save the form with your information.
The purple bar displays information, if you can save data typed into this form.
Floating toolbar in form viewed on the web. When you open a form in Adobe Reader, you can view the usage rights in the notification bar above the form. Contact the author of the form to change your usage rights.
Part II 2013 Reader Help _ Fill in forms.htm[9/30/2013 4:03:34 PM]
To the top
Print forms
1. In the upper left of the window, click the Print button . 2. Choose a printer from the menu at the top of the Print dialog box.3. In the Comments And Forms menu in the upper-right area of the Print dialog box, choose one of the following:
A.To print the form and the typed entries, choose Document. B. To print the form, the typed entries, and any comments on the form, choose Document And Markups.
To the top
Clear forms
Clear a form in a browser • Do either of the following:• Select the reset form button, if one exists. You cannot undo this action.• Quit the browser, and start again.
Note:
Clicking the web browser’s Reload or Refresh button, the Back or Go Back button, or following a link to another page maynot completely clear the form.
Clear a form in the Reader application • Choose File > Revert.
Import or export form data (Reader application only, not browser) In some workflows, individuals submit filled-in forms as data-only files in a format such as FDF or XML. In Reader, you can import the data to view it in the context of the complete PDF:
• In the upper right of the window, click Extended, and then click Import Data.Likewise, you can save the information in a completed PDF form as a data file in another format:
• In the upper right of the window, click Extended, and then click Export Data.For more information, see Manage form data files in Acrobat Help.
Part II 2013 Reader Help _ Fill in forms.htm[9/30/2013 4:03:34 PM]