Ohio Sample Letter for Execution of Petition to Close Estate and For Other Relief

• Category: Letters - Legal - Estates
• State: Multi-State
• Control #: US-0552LTR
• 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] Honorable [Judge's Name] [Probate Court Address] [City, State, Zip] Re: Estate of [Deceased's Full Name], deceased Case No: [Insert Case Number] Dear Judge [Judge's Last Name], I am writing to submit this petition on behalf of the [Executor/Administrator] of the estate of [Deceased's Full Name], seeking an order for the closure of the estate and other related relief. I kindly request your prompt consideration and favorable ruling on this matter. Pursuant to Ohio Revised Code, Title [Insert corresponding title], Chapter [Insert corresponding chapter], Section [Insert corresponding section], we have fulfilled all necessary obligations and requirements to successfully administer the estate. We have diligently performed our duties, including but not limited to: 1. Identification and Preservation of Assets: — We have identified and inventoried all assets belonging to the estate, including real estate, bank accounts, investments, personal property, and any other relevant assets. — We have taken appropriate measures to safeguard and protect these assets during the probate process. 2. Payment of Debts and Expenses: — We have conducted a thorough review of all debts, claims, and expenses against the estate. — All valid debts and expenses have been paid in a timely manner, ensuring the estate's liabilities are properly settled. 3. Distribution of Assets: — We have prepared an inventory of all assets, considering any specific bequests and provisions outlined in the decedent's will, if applicable. — We have diligently distributed the remaining assets to the beneficiaries in accordance with the relevant laws and the decedent's wishes. 4. Tax Compliance: — We have fulfilled all tax obligations of the estate, including filing necessary federal and state tax returns. — Taxes owed by the estate, if any, have been paid to the appropriate authorities. Considering the completion of these essential steps, we hereby request the following relief: 1. Approval for the Closure of Estate: We request an order from the court formally declaring the estate of [Deceased's Full Name] closed, as all administrative responsibilities have been competently executed. 2. Discharge of [Executor/Administrator]: Upon the closure of the estate, we request an order granting discharge to the [Executor/Administrator], relieving them from any further obligations associated with this particular estate. 3. Other Relief (if applicable): If there are any additional matters requiring the court's attention or any unique circumstances related to this estate, we request the court's guidance and resolution thereof. Enclosed with this letter, you will find all the supporting documents necessary to substantiate the fulfillment of our obligations. We respectfully request a hearing date at your earliest convenience to present the petition and the aforementioned supporting documentation in person. Thank you for your attention to this matter. We appreciate your understanding and assistance in facilitating the closure of this estate. Please do not hesitate to contact us if you require any further information or if there are any additional documents needed. Sincerely, [Your Name] [Executor/Administrator] [Contact Information] Enclosures: — Copy of DeatCertificateat— - Inventory of Assets — List of Creditors and Debt— - Distribution Plan — Tax Returns - Any additional supporting documents

[Your Name] [Your Address] [City, State, Zip] [Email Address] [Phone Number] [Date] Honorable [Judge's Name] [Probate Court Address] [City, State, Zip] Re: Estate of [Deceased's Full Name], deceased Case No: [Insert Case Number] Dear Judge [Judge's Last Name], I am writing to submit this petition on behalf of the [Executor/Administrator] of the estate of [Deceased's Full Name], seeking an order for the closure of the estate and other related relief. I kindly request your prompt consideration and favorable ruling on this matter. Pursuant to Ohio Revised Code, Title [Insert corresponding title], Chapter [Insert corresponding chapter], Section [Insert corresponding section], we have fulfilled all necessary obligations and requirements to successfully administer the estate. We have diligently performed our duties, including but not limited to: 1. Identification and Preservation of Assets: — We have identified and inventoried all assets belonging to the estate, including real estate, bank accounts, investments, personal property, and any other relevant assets. — We have taken appropriate measures to safeguard and protect these assets during the probate process. 2. Payment of Debts and Expenses: — We have conducted a thorough review of all debts, claims, and expenses against the estate. — All valid debts and expenses have been paid in a timely manner, ensuring the estate's liabilities are properly settled. 3. Distribution of Assets: — We have prepared an inventory of all assets, considering any specific bequests and provisions outlined in the decedent's will, if applicable. — We have diligently distributed the remaining assets to the beneficiaries in accordance with the relevant laws and the decedent's wishes. 4. Tax Compliance: — We have fulfilled all tax obligations of the estate, including filing necessary federal and state tax returns. — Taxes owed by the estate, if any, have been paid to the appropriate authorities. Considering the completion of these essential steps, we hereby request the following relief: 1. Approval for the Closure of Estate: We request an order from the court formally declaring the estate of [Deceased's Full Name] closed, as all administrative responsibilities have been competently executed. 2. Discharge of [Executor/Administrator]: Upon the closure of the estate, we request an order granting discharge to the [Executor/Administrator], relieving them from any further obligations associated with this particular estate. 3. Other Relief (if applicable): If there are any additional matters requiring the court's attention or any unique circumstances related to this estate, we request the court's guidance and resolution thereof. Enclosed with this letter, you will find all the supporting documents necessary to substantiate the fulfillment of our obligations. We respectfully request a hearing date at your earliest convenience to present the petition and the aforementioned supporting documentation in person. Thank you for your attention to this matter. We appreciate your understanding and assistance in facilitating the closure of this estate. Please do not hesitate to contact us if you require any further information or if there are any additional documents needed. Sincerely, [Your Name] [Executor/Administrator] [Contact Information] Enclosures: — Copy of DeatCertificateat— - Inventory of Assets — List of Creditors and Debt— - Distribution Plan — Tax Returns - Any additional supporting documents