Uniform Rules § 207.30

Statement of issues · as in force on May 31, 2026

(a) At least 10 days prior to the trial of the issues joined in any proceeding, except where an order framing issues has theretofore been made, the petitioner shall file with the court a statement, in writing, of the nature of such issues, the party who holds the affirmative as to each issue, and the objections, if any, which the petitioner concedes to be well taken or which may have been withdrawn.

(b) In accounting proceedings, an additional notation shall be included in the statement as to any modifications of the account to which the parties consent.

Official sourcehttps://www.nycourts.gov/rules/part-207-uniform-rules-surrogates-court

In plain English

This rule requires the petitioner to file a written statement of issues before trial.

(a) At least 10 days before trial of the issues joined (unless an order framing issues has already been made), the petitioner shall file a written statement of the nature of the issues, which party holds the affirmative on each, and any objections the petitioner concedes are well taken or that have been withdrawn. ★
(b) In accounting proceedings, the statement also notes any modifications of the account the parties consent to.

Marked in the text: penalties, time limits, sums of money. Editorial emphasis added by this edition; it does not appear in the statute as enacted.

In print

This provision appears in Volume 1 — The Surrogate's Court in Plain English; Volume 3 — The Surrogate's Court: Court Rules & the EPTL; Volume 5 — Your Career: Surrogate's Court in Plain English.