North Dakota 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 Clerk's Name] [County Probate Court] [County Courthouse Address] [City, State, ZIP] Re: Estate of [Deceased's Full Legal Name] Case No: [Case Number] Dear [Probate Court Clerk's Name], I am writing to formally request the closing of the estate for the above-mentioned deceased individual. As the appointed personal representative, I believe all necessary actions have been completed, and it is now appropriate to distribute the remaining assets to the named beneficiaries and close the estate. To facilitate this process, please find enclosed a comprehensive breakdown of the assets and debts associated with the estate. Assets: 1. Real Estate: — Property Address: [Full Address— - Estimated Value: [Value] — Mortgage or Liens: [If Applicable] 2. Financial Accounts: — Bank Name: [Bank Name— - Account Number: [Account Number] — Current Balance: [Balance— - Any Outstanding Debts or Loans: [If Applicable] 3. Investments: — Investment Firm: [Firm Name— - Account Number: [Account Number] — Description of Investments: [Description] — Current Value: [Value] 4. Personal Property: — Description: [Description— - Estimated Value: [Value] Expenses: 1. Funeral and Burial Expenses: — Funeral Home Name: [Funeral Home Name] — Total Expenses: [Total Expenses] 2. Creditors and Debts: — Creditor Name: [Creditor Name— - Outstanding Balance: [Outstanding Balance] — Payment Plan/Status: [Payment Plan/Status] 3. Legal and Administrative Fees: — Attorney Name: [Attorney Name— - Total Legal Fees: [Total Legal Fees] Please note that all outstanding debts, expenses, and taxes associated with the estate have been settled. Additionally, a thorough review of the provided information by an attorney or financial advisor has confirmed the accuracy of the breakdown. To ensure a smooth distribution of assets, I kindly request the following actions: 1. Grant the final release and discharge to the personal representative for their duties regarding the estate of the deceased individual. 2. Provide a court order declaring the estate officially closed. 3. Authorize the transfer of the remaining assets to the named beneficiaries as per the last will and testament attached herein. 4. Issue the necessary documentation certifying the closure of the estate. I understand that the probate court may require additional documentation or steps before finalizing the estate's closure. If so, please let me know promptly, and I will ensure that all necessary requirements are satisfied. Thank you for your attention to this matter. Should you require any further information or have any questions regarding the enclosed breakdown, please do not hesitate to contact me. Sincerely, [Your Name] [Personal Representative of the Estate]

[Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Probate Court Clerk's Name] [County Probate Court] [County Courthouse Address] [City, State, ZIP] Re: Estate of [Deceased's Full Legal Name] Case No: [Case Number] Dear [Probate Court Clerk's Name], I am writing to formally request the closing of the estate for the above-mentioned deceased individual. As the appointed personal representative, I believe all necessary actions have been completed, and it is now appropriate to distribute the remaining assets to the named beneficiaries and close the estate. To facilitate this process, please find enclosed a comprehensive breakdown of the assets and debts associated with the estate. Assets: 1. Real Estate: — Property Address: [Full Address— - Estimated Value: [Value] — Mortgage or Liens: [If Applicable] 2. Financial Accounts: — Bank Name: [Bank Name— - Account Number: [Account Number] — Current Balance: [Balance— - Any Outstanding Debts or Loans: [If Applicable] 3. Investments: — Investment Firm: [Firm Name— - Account Number: [Account Number] — Description of Investments: [Description] — Current Value: [Value] 4. Personal Property: — Description: [Description— - Estimated Value: [Value] Expenses: 1. Funeral and Burial Expenses: — Funeral Home Name: [Funeral Home Name] — Total Expenses: [Total Expenses] 2. Creditors and Debts: — Creditor Name: [Creditor Name— - Outstanding Balance: [Outstanding Balance] — Payment Plan/Status: [Payment Plan/Status] 3. Legal and Administrative Fees: — Attorney Name: [Attorney Name— - Total Legal Fees: [Total Legal Fees] Please note that all outstanding debts, expenses, and taxes associated with the estate have been settled. Additionally, a thorough review of the provided information by an attorney or financial advisor has confirmed the accuracy of the breakdown. To ensure a smooth distribution of assets, I kindly request the following actions: 1. Grant the final release and discharge to the personal representative for their duties regarding the estate of the deceased individual. 2. Provide a court order declaring the estate officially closed. 3. Authorize the transfer of the remaining assets to the named beneficiaries as per the last will and testament attached herein. 4. Issue the necessary documentation certifying the closure of the estate. I understand that the probate court may require additional documentation or steps before finalizing the estate's closure. If so, please let me know promptly, and I will ensure that all necessary requirements are satisfied. Thank you for your attention to this matter. Should you require any further information or have any questions regarding the enclosed breakdown, please do not hesitate to contact me. Sincerely, [Your Name] [Personal Representative of the Estate]