Probate Citation (P-5)
Court citation issued to a person who must receive formal notice of a probate case.
This page explains when the form is commonly used, shows the official PDF reference, and lets you request the correct intake link. Keystone asks questions of fact only and does not provide legal advice.
Use this when a will is part of the court filing.
Probate paperwork usually asks for facts about the will, the person asking to act, family members, beneficiaries, assets, and notice. Keystone helps organize those facts without deciding legal strategy.
When do you need this form?
Use this when the court requires a person to be cited before probate relief can be granted.
Check the official court version.
Court forms can change. Use the official PDF link to confirm the current source before signing or filing anything.
Starts at $29
This form can be added to your request list. Keystone confirms the correct packet and pricing after staff reviews the request.
Keystone fee: Final pricing can vary based on the selected form, packet length, number of copies, and case details. Your assigned document-preparation specialist will confirm the exact price before payment is requested.
Court fees: Keystone fees are for document preparation. Court filing fees, if any, are paid directly to the Surrogate's Court and are separate.
One estate matter: Each request or purchase applies to one estate matter only. A different decedent or case requires a separate request or purchase.
Available for request list
This workflow can be added to a request list. Keystone confirms the correct packet and pricing after staff review.
A clearer path than starting with a blank form.
Other probate forms.
Petition for Probate and Letters Testamentary
Starts a probate case when the person who passed away left a will.
AP-1Petition for Ancillary Probate
Used when a will was handled elsewhere and New York property also needs court authority.
P-5/P-7Probate Citation Packet (P-5) with the Proof of Service Affidavit (P-7)
Probate citation preparation bundled with the P-7 proof-of-service affidavit.
P-5 SUPSupplemental Probate Citation (P-5) stand alone
Supplemental P-5 citation for an additional person who must receive probate notice.
Facts only. No legal-advice questions.
Keystone Pinnacle Pro is built to ask factual questions: names, dates, addresses, family relationships, assets, debts, notices, signatures, and filing details. It does not ask users to choose legal strategy, interpret legal rights, decide who should object, or answer questions that require legal advice. If a question turns on legal judgment, the user should confirm requirements with the Surrogate's Court or speak with an attorney.
Keystone Pinnacle Pro helps organize information into form packets you can review, print, sign, and file. We do not choose the correct proceeding for you, represent you in court, or guarantee court acceptance.