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

State:
Multi-State
Control #:
US-0685LTR
Format:
Word; 
Rich Text
Instant download

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] RE: Estate of [Deceased's Full Name], Deceased Probate Case No. [Probate Case Number] Dear Honorable [Probate Judge's Last Name], I am writing to formally request the closing of the estate for the late [Deceased's Full Name]. As the personal representative, I have diligently carried out my duties, including the collection, management, and distribution of assets, as well as settling all liabilities associated with the estate. Please find enclosed a comprehensive breakdown of the estate's assets, liabilities, and expenses: 1. Assets: a) Real Estate: — Property located at [Address]: Estimated Market Value valueue] - Property located at [Address]: Estimated Market Value valueue] b) Bank Accounts: - [Bank Name]: Account Number valueue] - [Bank Name]: Account Number valueue] c) Investment Accounts— - [Investment Firm Name]: Account Number valueue] - [Investment Firm Name]: Account Number valueue] d) Vehicles: - [Make and Model of Vehicle 1]: VIN — [VIN Number— - [Make and Model of Vehicle 2]: VIN — [VIN Number] e) Personal Belongings— - Jewelry: Estimated Value — [$Value] - Artworks: EstimateValuelu— - [value] 2. Liabilities: a) Outstanding Debts: — [Creditor NamAmountun— - [$Value] - [Creditor Name]: Amountvalueueue] 3. Expenses: a) Funeral and Burial Expenses: [value] b) Legal Fees and Court Costs: [value] c) Executor/Personal Representative Compensation: [value] Based on the aforementioned breakdown, I affirm that all debts and expenses have been paid off in full, and the remaining assets have been distributed to the beneficiaries according to the terms of the decedent's will (or intestate succession laws). The estate is now ready for closure. Please find attached copies of supporting documents such as receipts, settlement statements, and a final accounting report for your reference. I kindly request that you review the enclosed documents and consider granting the final order for the closing of the estate. Additionally, if there are any further requirements or procedures that need to be fulfilled, I would greatly appreciate your guidance in this matter. Thank you for your attention to this request. Should you have any questions or require additional information, please do not hesitate to contact me at [Email Address] or [Phone Number]. Yours sincerely, [Your Name] [Your Title/Role] [Your Relationship to the Deceased]

[Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Probate Court Name] [Probate Court Address] [City, State, ZIP] RE: Estate of [Deceased's Full Name], Deceased Probate Case No. [Probate Case Number] Dear Honorable [Probate Judge's Last Name], I am writing to formally request the closing of the estate for the late [Deceased's Full Name]. As the personal representative, I have diligently carried out my duties, including the collection, management, and distribution of assets, as well as settling all liabilities associated with the estate. Please find enclosed a comprehensive breakdown of the estate's assets, liabilities, and expenses: 1. Assets: a) Real Estate: — Property located at [Address]: Estimated Market Value valueue] - Property located at [Address]: Estimated Market Value valueue] b) Bank Accounts: - [Bank Name]: Account Number valueue] - [Bank Name]: Account Number valueue] c) Investment Accounts— - [Investment Firm Name]: Account Number valueue] - [Investment Firm Name]: Account Number valueue] d) Vehicles: - [Make and Model of Vehicle 1]: VIN — [VIN Number— - [Make and Model of Vehicle 2]: VIN — [VIN Number] e) Personal Belongings— - Jewelry: Estimated Value — [$Value] - Artworks: EstimateValuelu— - [value] 2. Liabilities: a) Outstanding Debts: — [Creditor NamAmountun— - [$Value] - [Creditor Name]: Amountvalueueue] 3. Expenses: a) Funeral and Burial Expenses: [value] b) Legal Fees and Court Costs: [value] c) Executor/Personal Representative Compensation: [value] Based on the aforementioned breakdown, I affirm that all debts and expenses have been paid off in full, and the remaining assets have been distributed to the beneficiaries according to the terms of the decedent's will (or intestate succession laws). The estate is now ready for closure. Please find attached copies of supporting documents such as receipts, settlement statements, and a final accounting report for your reference. I kindly request that you review the enclosed documents and consider granting the final order for the closing of the estate. Additionally, if there are any further requirements or procedures that need to be fulfilled, I would greatly appreciate your guidance in this matter. Thank you for your attention to this request. Should you have any questions or require additional information, please do not hesitate to contact me at [Email Address] or [Phone Number]. Yours sincerely, [Your Name] [Your Title/Role] [Your Relationship to the Deceased]

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