District of Columbia Sample Letter for Execution of Petition to Close Estate and For Other Relief

• Category: Letters - Legal - Estates
• State: Multi-State
• Control #: US-0552LTR
• Format: Word; Rich Text

Description

This form is a sample letter in Word format covering the subject matter of the title of the form. [Your Name] [Your Address] [City, State, Zip] [Email Address] [Phone Number] [Date] [Probate Clerk] [District of Columbia Superior Court] [Address] [City, State, Zip] Re: Estate of [Deceased's Full Name], Case No. [Case Number] Dear Probate Clerk, I, [Your Full Name], as the appointed personal representative of the Estate of [Deceased's Full Name], hereby submit this Petition to Close Estate and For Other Relief in accordance with the laws of the District of Columbia and the specific requirements outlined in Title [Title Number] of the D.C. Code. I. Background Information 1. Deceased Information: — Full Name: [Deceased's Full Name— - Date of Death: [Date of Death] — Social Security Number: [Social Security Number] — Last Known Address: [Last Known Address] 2. Personal Representative Information: — Full Name: [Your Full Name— - Relationship to Deceased: [Your Relationship to Deceased] — Mailing Address: [Your Mailing Address] — Phone Number: [Your Phone Number— - Email Address: [Your Email Address] II. Purpose of Petition The purpose of this petition is to request the closure of the estate and to request additional relief as required. Specifically, the following matters are addressed in this petition: 1. Final Accounting and Distribution: — Provide a detailed final account of the estate's assets and liabilities, including a breakdown of all income, expenses, and distributions made during the administration period. — Request approval for the final distribution of remaining assets to the beneficiaries or heirs according to the terms of the Will or applicable laws of intestacy. 2. Discharge of Personal Representative: — Request the court to release and discharge the personal representative from their duties and liabilities. — Provide a statement of all assets distributed, debts paid, and any pending claims or litigation involving the estate. 3. Other Relief: — Specify any other relief requested, such as authorization to sell or transfer specific assets, approval of fees and expenses incurred by the personal representative, or any other matters related to the administration of the estate. III. Supporting Documents The following documents are attached as supporting evidence for this petition: 1. Certified copy of the Death Certificate of [Deceased's Full Name] 2. Certified copy of the Last Will and Testament (if applicable) or documentation establishing intestacy 3. Inventory and Appraisal of all estate assets 4. Receipts for all estate-related income and expenses 5. List of all known creditors and proof of notification provided 6. Affidavits of Warship, if required 7. Mailing certificates or return receipts for all required notices 8. Any other relevant documentation supporting the administration of the estate IV. Conclusion I, [Your Full Name], personally swear and affirm that the information provided in this Petition to Close Estate and For Other Relief is true and accurate to the best of my knowledge, belief, and understanding. I hereby request that the Court review and approve this petition, grant the relief sought, and close the estate of [Deceased's Full Name]. I also request a hearing date for the court's review of this petition. Thank you for your prompt attention to this matter. Should you require any further information or documentation, please do not hesitate to contact me at the provided phone number or email address. Sincerely, [Your Full Name] [Your Title if applicable, e.g., Personal Representative]

[Your Name] [Your Address] [City, State, Zip] [Email Address] [Phone Number] [Date] [Probate Clerk] [District of Columbia Superior Court] [Address] [City, State, Zip] Re: Estate of [Deceased's Full Name], Case No. [Case Number] Dear Probate Clerk, I, [Your Full Name], as the appointed personal representative of the Estate of [Deceased's Full Name], hereby submit this Petition to Close Estate and For Other Relief in accordance with the laws of the District of Columbia and the specific requirements outlined in Title [Title Number] of the D.C. Code. I. Background Information 1. Deceased Information: — Full Name: [Deceased's Full Name— - Date of Death: [Date of Death] — Social Security Number: [Social Security Number] — Last Known Address: [Last Known Address] 2. Personal Representative Information: — Full Name: [Your Full Name— - Relationship to Deceased: [Your Relationship to Deceased] — Mailing Address: [Your Mailing Address] — Phone Number: [Your Phone Number— - Email Address: [Your Email Address] II. Purpose of Petition The purpose of this petition is to request the closure of the estate and to request additional relief as required. Specifically, the following matters are addressed in this petition: 1. Final Accounting and Distribution: — Provide a detailed final account of the estate's assets and liabilities, including a breakdown of all income, expenses, and distributions made during the administration period. — Request approval for the final distribution of remaining assets to the beneficiaries or heirs according to the terms of the Will or applicable laws of intestacy. 2. Discharge of Personal Representative: — Request the court to release and discharge the personal representative from their duties and liabilities. — Provide a statement of all assets distributed, debts paid, and any pending claims or litigation involving the estate. 3. Other Relief: — Specify any other relief requested, such as authorization to sell or transfer specific assets, approval of fees and expenses incurred by the personal representative, or any other matters related to the administration of the estate. III. Supporting Documents The following documents are attached as supporting evidence for this petition: 1. Certified copy of the Death Certificate of [Deceased's Full Name] 2. Certified copy of the Last Will and Testament (if applicable) or documentation establishing intestacy 3. Inventory and Appraisal of all estate assets 4. Receipts for all estate-related income and expenses 5. List of all known creditors and proof of notification provided 6. Affidavits of Warship, if required 7. Mailing certificates or return receipts for all required notices 8. Any other relevant documentation supporting the administration of the estate IV. Conclusion I, [Your Full Name], personally swear and affirm that the information provided in this Petition to Close Estate and For Other Relief is true and accurate to the best of my knowledge, belief, and understanding. I hereby request that the Court review and approve this petition, grant the relief sought, and close the estate of [Deceased's Full Name]. I also request a hearing date for the court's review of this petition. Thank you for your prompt attention to this matter. Should you require any further information or documentation, please do not hesitate to contact me at the provided phone number or email address. Sincerely, [Your Full Name] [Your Title if applicable, e.g., Personal Representative]