Michigan Sample Letter for Assets and Liabilities of Decedent's Estate

• Category: Letters - Legal - Estates
• State: Multi-State
• Control #: US-0332LTR
• 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 Code] [Email Address] [Phone Number] [Date] [Probate Court Address] [City, State, ZIP Code] RE: Assets and Liabilities of Decedent's Estate — [Name of the Decedent] Estate of [Name of the Decedent], Deceased Case No: [Probate Case Number] Honorable Judge [Judge's Last Name], I, [Your Name], the court-appointed Personal Representative for the estate of [Name of the Decedent], hereby submit a detailed report of the Assets and Liabilities of the decedent's estate in accordance with the requirements of the Michigan Probate Code. I. Assets: A. Real Property: 1. [Type of Property, e.g., Family Home]: — Location: [Property Address— - Estimated Market Value: [Market Value] 2. [Type of Property, e.g., Vacation Property]: — Location: [Property Address— - Estimated Market Value: [Market Value] B. Personal Property: 1. Bank Accounts: — [Name of Financial Institution]: [Account Type] — Account Number: [Account Number— - Balance: [Current Balance] 2. Investments: — [Name of Financial Institution/Investment Company]: [Type of Investment] — Account Number: [Account Number— - Market Value: [Current Market Value] 3. Vehicles: — [Make and Model of Vehicle]: [Vehicle Identification Number (VIN)] — Estimated Value: [Approximate Value] C. Other Assets: 1. Life Insurance Policies: — [Insurance Company Name]: [Policy Number] — Face Value: [Policy Face Value] 2. Retirement Accounts: — [Name of Financial Institution]: [Type of Account] — Account Number: [Account Number— - Balance: [Current Balance] II. Liabilities: A. Outstanding Debts: 1. Mortgage: — [Lender's Name]: [Outstanding Mortgage Amount] 2. Credit Card Debt: — [Credit Card Issuer]: [Outstanding Balance] 3. Personal Loans: — [Creditor's Name]: [Outstanding Loan Amount] B. Funeral and Final Expenses: — [Name of Funeral Home/Service Provider]: [Total Estimated Cost] C. Taxes: — [Internal Revenue Service/Michigan Department of Treasury]: [Estimated Tax Liability] Please note that this list is not exhaustive and only represents the identified assets and liabilities as of the date of this letter. Any additional assets and liabilities that may be discovered during the probate process will be promptly reported to the court and all interested parties. I declare under penalty of perjury under the laws of Michigan that the information provided is true and correct to the best of my knowledge and belief. Thank you for your attention to this matter. Sincerely, [Your Name] Personal Representative for the Estate of [Name of the Decedent]

[Your Name] [Your Address] [City, State, ZIP Code] [Email Address] [Phone Number] [Date] [Probate Court Address] [City, State, ZIP Code] RE: Assets and Liabilities of Decedent's Estate — [Name of the Decedent] Estate of [Name of the Decedent], Deceased Case No: [Probate Case Number] Honorable Judge [Judge's Last Name], I, [Your Name], the court-appointed Personal Representative for the estate of [Name of the Decedent], hereby submit a detailed report of the Assets and Liabilities of the decedent's estate in accordance with the requirements of the Michigan Probate Code. I. Assets: A. Real Property: 1. [Type of Property, e.g., Family Home]: — Location: [Property Address— - Estimated Market Value: [Market Value] 2. [Type of Property, e.g., Vacation Property]: — Location: [Property Address— - Estimated Market Value: [Market Value] B. Personal Property: 1. Bank Accounts: — [Name of Financial Institution]: [Account Type] — Account Number: [Account Number— - Balance: [Current Balance] 2. Investments: — [Name of Financial Institution/Investment Company]: [Type of Investment] — Account Number: [Account Number— - Market Value: [Current Market Value] 3. Vehicles: — [Make and Model of Vehicle]: [Vehicle Identification Number (VIN)] — Estimated Value: [Approximate Value] C. Other Assets: 1. Life Insurance Policies: — [Insurance Company Name]: [Policy Number] — Face Value: [Policy Face Value] 2. Retirement Accounts: — [Name of Financial Institution]: [Type of Account] — Account Number: [Account Number— - Balance: [Current Balance] II. Liabilities: A. Outstanding Debts: 1. Mortgage: — [Lender's Name]: [Outstanding Mortgage Amount] 2. Credit Card Debt: — [Credit Card Issuer]: [Outstanding Balance] 3. Personal Loans: — [Creditor's Name]: [Outstanding Loan Amount] B. Funeral and Final Expenses: — [Name of Funeral Home/Service Provider]: [Total Estimated Cost] C. Taxes: — [Internal Revenue Service/Michigan Department of Treasury]: [Estimated Tax Liability] Please note that this list is not exhaustive and only represents the identified assets and liabilities as of the date of this letter. Any additional assets and liabilities that may be discovered during the probate process will be promptly reported to the court and all interested parties. I declare under penalty of perjury under the laws of Michigan that the information provided is true and correct to the best of my knowledge and belief. Thank you for your attention to this matter. Sincerely, [Your Name] Personal Representative for the Estate of [Name of the Decedent]