Massachusetts Sample Letter for Petition to Close Estate

• Category: Letters - Legal - Estates
• State: Multi-State
• Control #: US-0665LTR
• 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 Address] [City, State, ZIP] Attention: Clerk of the Court Re: Petition to Close Estate of [Deceased Person's Full Name], Docket No. [Probate Docket Number] Dear Clerk of the Court, I, [Your Name], the named Executor/Administrator of the estate of the late [Deceased Person's Full Name], hereby submit this Petition to Close Estate as per the provisions of Chapter [Relevant Chapter Number] of the Massachusetts General Laws. 1. Introduction: This petition seeks the final settlement and distribution of the assets of the deceased, [Deceased Person's Full Name]. The estate administration process has been successfully completed, and all necessary debts, taxes, and claims have been settled, as evidenced by the attached documents (if applicable). Therefore, I respectfully request the court to grant the order for the closure of the estate. 2. Court Details: a) Probate Court: [Probate Court Name] b) Docket Number: [Probate Docket Number] c) Deceased Person: [Deceased Person's Full Name] d) Executor/Administrator: [Your Full Name] e) Decedent's Date of Death: [Date of Death] 3. Summary of Estate Administration: Provide a detailed summary of the estate administration process, including the collection of assets, payment of debts and expenses, filing of necessary tax returns, and resolution of any pending claims. Include dates and key events that demonstrate the thoroughness and completion of the estate administration. 4. Distribution Plan: Describe the proposed plan for the final distribution of the estate's remaining assets, specifying how the assets will be distributed among the beneficiaries or heirs. If a will exists, ensure that the distribution plan aligns with the terms and provisions outlined in the will. 5. Supporting Documents: Include a list of all supporting documents that accompany this petition, such as: — Certified copies of the death certificate — Letters of appointment as Executor/Administrator — Inventory and appraisal of estate assets — Payments made to creditors, including receipts and acknowledgments — Tax returns filed, payment receipts, and tax closing letters — Waivers of notice or consents from beneficiaries, if applicable — Any other relevant supporting documents 6. Notice and Consents: If required by the Massachusetts General Laws, affirm that all necessary parties have been notified about the petition to close the estate. If consents have been obtained from beneficiaries or heirs, provide copies of these consents as well. 7. Request for Court Order: Kindly request the court to review the submitted documents, investigate the completeness of the estate administration, and issue an order to close the estate. 8. Contact Information: Finally, provide your contact information, including your mailing address, email address, and phone number, for any further communication or clarification required regarding this petition. I declare, under the penalties of perjury, that the information provided in this Petition to Close Estate is true and correct to the best of my knowledge, information, and belief. Thank you for your attention to this matter. Sincerely, [Your Full Name] [Executor/Administrator of the Estate] [Date]

[Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Probate Court Address] [City, State, ZIP] Attention: Clerk of the Court Re: Petition to Close Estate of [Deceased Person's Full Name], Docket No. [Probate Docket Number] Dear Clerk of the Court, I, [Your Name], the named Executor/Administrator of the estate of the late [Deceased Person's Full Name], hereby submit this Petition to Close Estate as per the provisions of Chapter [Relevant Chapter Number] of the Massachusetts General Laws. 1. Introduction: This petition seeks the final settlement and distribution of the assets of the deceased, [Deceased Person's Full Name]. The estate administration process has been successfully completed, and all necessary debts, taxes, and claims have been settled, as evidenced by the attached documents (if applicable). Therefore, I respectfully request the court to grant the order for the closure of the estate. 2. Court Details: a) Probate Court: [Probate Court Name] b) Docket Number: [Probate Docket Number] c) Deceased Person: [Deceased Person's Full Name] d) Executor/Administrator: [Your Full Name] e) Decedent's Date of Death: [Date of Death] 3. Summary of Estate Administration: Provide a detailed summary of the estate administration process, including the collection of assets, payment of debts and expenses, filing of necessary tax returns, and resolution of any pending claims. Include dates and key events that demonstrate the thoroughness and completion of the estate administration. 4. Distribution Plan: Describe the proposed plan for the final distribution of the estate's remaining assets, specifying how the assets will be distributed among the beneficiaries or heirs. If a will exists, ensure that the distribution plan aligns with the terms and provisions outlined in the will. 5. Supporting Documents: Include a list of all supporting documents that accompany this petition, such as: — Certified copies of the death certificate — Letters of appointment as Executor/Administrator — Inventory and appraisal of estate assets — Payments made to creditors, including receipts and acknowledgments — Tax returns filed, payment receipts, and tax closing letters — Waivers of notice or consents from beneficiaries, if applicable — Any other relevant supporting documents 6. Notice and Consents: If required by the Massachusetts General Laws, affirm that all necessary parties have been notified about the petition to close the estate. If consents have been obtained from beneficiaries or heirs, provide copies of these consents as well. 7. Request for Court Order: Kindly request the court to review the submitted documents, investigate the completeness of the estate administration, and issue an order to close the estate. 8. Contact Information: Finally, provide your contact information, including your mailing address, email address, and phone number, for any further communication or clarification required regarding this petition. I declare, under the penalties of perjury, that the information provided in this Petition to Close Estate is true and correct to the best of my knowledge, information, and belief. Thank you for your attention to this matter. Sincerely, [Your Full Name] [Executor/Administrator of the Estate] [Date]