Florida Sample Letter for Petition to Close Estate and For Other Relief

• Category: Letters - Legal - Estates
• State: Multi-State
• Control #: US-0675LTR
• Format: Word; Rich Text

Description

This form is a sample letter in Word format covering the subject matter of the title of the form. Florida Sample Letter for Petition to Close Estate and For Other Relief [Your Name] [Your Address] [City, State, Zip Code] [Email Address] [Phone Number] [Date] [Judge's Name] [Judge's Designation] [Probate Court Address] [City, State, Zip Code] Re: Petition to Close Estate and For Other Relief Dear Honorable [Judge's Name], I hope this letter finds you in good health and high spirits. I am writing to respectfully submit a Petition to Close Estate and For Other Relief for the estate of [Deceased Person's Full Name], who passed away on [Date of Death], under Florida Probate Code [Applicable Probate Code Section]. I have been serving as the personal representative of the estate in question and have fulfilled all my duties and obligations as per the requirements of the probate process. Furthermore, I have diligently managed the estate's assets, paid all outstanding debts, filed the necessary tax returns, and distributed the property to the beneficiaries in accordance with the decedent's will or Florida intestate succession laws. In support of this petition, I have enclosed the following documents: 1. Completed Inventory of Assets: A comprehensive list of all assets belonging to the estate, along with their estimated values, as required by Florida Probate Code Section [Relevant Section Number]. 2. Receipts and Releases: I have obtained receipts and releases from all beneficiaries who have received their respective shares of the estate's assets. 3. Final Accounting: A detailed final accounting report, which outlines all the income, expenses, and distributions made during the administration of the estate. 4. Closing Statement: An itemized summary of all distributions made and outstanding obligations, demonstrating that the estate is ready to be closed. I affirm that the estate has been fully administered, and all obligations, including taxes, outstanding debts, and administrative expenses, have been duly paid off. There are now pending claims, liens, or controversies related to this estate that would hinder the closing of the estate. Furthermore, I request the court to grant the following relief: 1. An order approving the final accounting to confirm the accuracy and adequacy of my administration of the estate. 2. An order authorizing the distribution of any remaining balance in the estate's account to the beneficiaries as provided in the decedent's will or Florida intestate succession laws. 3. An order discharging me from further duties and liabilities as the personal representative of the estate. I kindly request that a hearing be scheduled in accordance with the court's availability and convenience. Please inform me of the hearing date and any additional documentation or requirements needed to proceed with the petition. I would like to express my sincere gratitude for your attention to this matter and your invaluable service to the administration of justice in Florida. If you require any additional information or have any questions, please do not hesitate to contact me at [Your Phone Number] or [Your Email Address]. Thank you for your understanding and consideration. Sincerely, [Your Name] [Your Signature] Enclosures: — Copy of the decedent's death certificate — Inventory of Asset— - Receipts and Releases — Final Accountin— - Closing Statement

Florida Sample Letter for Petition to Close Estate and For Other Relief [Your Name] [Your Address] [City, State, Zip Code] [Email Address] [Phone Number] [Date] [Judge's Name] [Judge's Designation] [Probate Court Address] [City, State, Zip Code] Re: Petition to Close Estate and For Other Relief Dear Honorable [Judge's Name], I hope this letter finds you in good health and high spirits. I am writing to respectfully submit a Petition to Close Estate and For Other Relief for the estate of [Deceased Person's Full Name], who passed away on [Date of Death], under Florida Probate Code [Applicable Probate Code Section]. I have been serving as the personal representative of the estate in question and have fulfilled all my duties and obligations as per the requirements of the probate process. Furthermore, I have diligently managed the estate's assets, paid all outstanding debts, filed the necessary tax returns, and distributed the property to the beneficiaries in accordance with the decedent's will or Florida intestate succession laws. In support of this petition, I have enclosed the following documents: 1. Completed Inventory of Assets: A comprehensive list of all assets belonging to the estate, along with their estimated values, as required by Florida Probate Code Section [Relevant Section Number]. 2. Receipts and Releases: I have obtained receipts and releases from all beneficiaries who have received their respective shares of the estate's assets. 3. Final Accounting: A detailed final accounting report, which outlines all the income, expenses, and distributions made during the administration of the estate. 4. Closing Statement: An itemized summary of all distributions made and outstanding obligations, demonstrating that the estate is ready to be closed. I affirm that the estate has been fully administered, and all obligations, including taxes, outstanding debts, and administrative expenses, have been duly paid off. There are now pending claims, liens, or controversies related to this estate that would hinder the closing of the estate. Furthermore, I request the court to grant the following relief: 1. An order approving the final accounting to confirm the accuracy and adequacy of my administration of the estate. 2. An order authorizing the distribution of any remaining balance in the estate's account to the beneficiaries as provided in the decedent's will or Florida intestate succession laws. 3. An order discharging me from further duties and liabilities as the personal representative of the estate. I kindly request that a hearing be scheduled in accordance with the court's availability and convenience. Please inform me of the hearing date and any additional documentation or requirements needed to proceed with the petition. I would like to express my sincere gratitude for your attention to this matter and your invaluable service to the administration of justice in Florida. If you require any additional information or have any questions, please do not hesitate to contact me at [Your Phone Number] or [Your Email Address]. Thank you for your understanding and consideration. Sincerely, [Your Name] [Your Signature] Enclosures: — Copy of the decedent's death certificate — Inventory of Asset— - Receipts and Releases — Final Accountin— - Closing Statement