Indiana Cert. By Financial / Investment Inst. (LR29-PR00-705.20, LR29-PR00-710.20) — Form PR 00-5 (PDF)OpenWindowowoIsiIsisis a form used by financial and investment institutions to certify that they are located in the State of Indiana and authorized to conduct business in the state. The form is used to provide information on the institution's name, address, contact information, and type of investment services or products offered. The form also requires the institution to provide a copy of their license or registration with the Indiana Secretary of State. There are two types of Indiana Cert. By Financial / Investment Inst. (LR29-PR00-705.20, LR29-PR00-710.20) — Form PR 00-5 (PDF)Opens a New Window.: LR29-PR00-705.20: This form is used by financial and investment institutions to certify that they are located and authorized to conduct business in Indiana. LR29-PR00-710.20: This form is used by financial and investment institutions to certify that they are located and authorized to conduct business in Indiana and are registered with the Indiana Secretary of State.
Indiana Cert. by Financial / Investment Inst. ( LR29-PR00-705.20, LR29-PR00-710.20) - Form PR 00-5 (PDF)Opens a New Window.
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As part of the probate process, letters testamentary are issued by your state's probate court. To obtain the document, you need a copy of the will and the death certificate, which are then filed with the probate court along with whatever letters testamentary forms the court requires as part of your application.
For intestate estates that do not qualify as small estates, or need to be administered by the court for other reason, any interested party can petition the court to be appointed the executor--also called the personal representative.
A Letter of Testamentary?sometimes called a "Letter of Administration" or "Letter of Representation"?is a document granted by a local court. The document simply states that you are the legal executor for a particular estate and that you have the ability to act as such.
The person responsible for administering the estate is called the personal representative. Once the court signs the Probate Order, the personal representative will receive his or her authority to serve, which is the Letters Testamentary (Letters of Administration, ifthere is no Will).
The affidavit must be signed and recorded with the county recorder's office before a personal representative is appointed in the probate case, and the petition to appoint the personal representative is filed more than five months after the date of death. (Ind. Code §§ 29-1-7-15.1(b) and 29-1-7-23(f).)
Inspect all documents and personal papers of the decedent and retain anything pertinent to tax reporting, location and value of assets, debts or obligations of or to the decedent, or any other items of significance to administration of the estate of the decedent.