Georgia Sample Letter for Closing of Estate with Breakdown of Assets and Expenses

• Category: Letters - Legal - Estates
• State: Multi-State
• Control #: US-0685LTR
• 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 Court Name] [Probate Court Address] [City, State, Zip] Regarding: Estate of [Deceased's Full Name] Probate Court Case Number: [Probate Case Number] Subject: Closing of Estate with Breakdown of Assets and Expenses Dear Honorable [Probate Court Judge's Last Name], I hope this letter finds you well. I am writing to inform you of the completion of the administration of the estate of [Deceased's Full Name] and kindly request the closure of the estate. Enclosed herewith are all the necessary documents and a detailed breakdown of the assets and expenses to facilitate your review. Assets: 1. Real Estate: — Property Address: [Full Address— - Appraised Value: $[Value] — Outstanding Mortgage: $[Amount— - Net Equity: $[Equity] 2. Bank Accounts: — [Bank Name]: $[Amount— - [Bank Name]: $[Amount] — [Bank Name]: $[Amount— - Total: $[Total] 3. Investment Accounts: — [Account Type]: $[Amount— - [Account Type]: $[Amount] — [Account Type]: $[Amount— - Total: $[Total] 4. Retirement Accounts: — [Account Type]: $[Amount— - [Account Type]: $[Amount] — Total: $[Total] 5. Life Insurance Policies: — [Policy Number]: $[Amount— - [Policy Number]: $[Amount] — Total: $[Total] 6. Personal Property— - Vehicles: $[Value] — Jewelry: $[Value— - Artwork: $[Value] - Furniture: $[Value] — Total: $[Total] 7. Other Assets— - [Asset Description]: $[Value] — [Asset Description]: $[Value— - Total: $[Total] Expenses: 1. Funeral Expenses: $[Amount] 2. Legal Fees: $[Amount] 3. Probate Fees: $[Amount] 4. Outstanding Debts: — [Creditor Name]: $[Amount— - [Creditor Name]: $[Amount] — [Creditor Name]: $[Amount— - Total: $[Total] Total Assets: $[Total] Total Expenses: $[Total] In accordance with the Georgia Uniform Probate Code, all debts, claims, and taxes have been paid, and all assets have been accounted for and distributed accordingly to the beneficiaries. Furthermore, I have included the Final Accounting, Receipts and Releases from all beneficiaries, and the Affidavit of Distributed for your ease of review. Should you require any additional information or documentation, please do not hesitate to contact me. I kindly request the probate court's approval of the final distribution and the official closure of the estate. I express my utmost gratitude for your time and attention to this matter. Thank you, Your Honor, for your cooperation throughout this process. I appreciate your dedication to justice and fair judgment. Sincerely, [Your Name] [Executor/Administrator of the Estate]

[Your Name] [Your Address] [City, State, Zip] [Email Address] [Phone Number] [Date] [Probate Court Name] [Probate Court Address] [City, State, Zip] Regarding: Estate of [Deceased's Full Name] Probate Court Case Number: [Probate Case Number] Subject: Closing of Estate with Breakdown of Assets and Expenses Dear Honorable [Probate Court Judge's Last Name], I hope this letter finds you well. I am writing to inform you of the completion of the administration of the estate of [Deceased's Full Name] and kindly request the closure of the estate. Enclosed herewith are all the necessary documents and a detailed breakdown of the assets and expenses to facilitate your review. Assets: 1. Real Estate: — Property Address: [Full Address— - Appraised Value: $[Value] — Outstanding Mortgage: $[Amount— - Net Equity: $[Equity] 2. Bank Accounts: — [Bank Name]: $[Amount— - [Bank Name]: $[Amount] — [Bank Name]: $[Amount— - Total: $[Total] 3. Investment Accounts: — [Account Type]: $[Amount— - [Account Type]: $[Amount] — [Account Type]: $[Amount— - Total: $[Total] 4. Retirement Accounts: — [Account Type]: $[Amount— - [Account Type]: $[Amount] — Total: $[Total] 5. Life Insurance Policies: — [Policy Number]: $[Amount— - [Policy Number]: $[Amount] — Total: $[Total] 6. Personal Property— - Vehicles: $[Value] — Jewelry: $[Value— - Artwork: $[Value] - Furniture: $[Value] — Total: $[Total] 7. Other Assets— - [Asset Description]: $[Value] — [Asset Description]: $[Value— - Total: $[Total] Expenses: 1. Funeral Expenses: $[Amount] 2. Legal Fees: $[Amount] 3. Probate Fees: $[Amount] 4. Outstanding Debts: — [Creditor Name]: $[Amount— - [Creditor Name]: $[Amount] — [Creditor Name]: $[Amount— - Total: $[Total] Total Assets: $[Total] Total Expenses: $[Total] In accordance with the Georgia Uniform Probate Code, all debts, claims, and taxes have been paid, and all assets have been accounted for and distributed accordingly to the beneficiaries. Furthermore, I have included the Final Accounting, Receipts and Releases from all beneficiaries, and the Affidavit of Distributed for your ease of review. Should you require any additional information or documentation, please do not hesitate to contact me. I kindly request the probate court's approval of the final distribution and the official closure of the estate. I express my utmost gratitude for your time and attention to this matter. Thank you, Your Honor, for your cooperation throughout this process. I appreciate your dedication to justice and fair judgment. Sincerely, [Your Name] [Executor/Administrator of the Estate]