Puerto Rico Sample Letter for Closing of Estate with no Distribution

State:
Multi-State
Control #:
US-0683LTR
Format:
Word; 
Rich Text
Instant download

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] [Recipient's Name] [Recipient's Address] [City, State, Zip Code] Subject: Closure of Estate without Distribution — [Estate Name— - [Estate Docket/Case Number] Dear [Recipient's Name], I hope this letter finds you in good health. I am writing to officially request the closure of the estate for the above-mentioned case, which is now ready for final settlement. As the personal representative of the estate, I have diligently fulfilled my duties and responsibilities in accordance with the laws of Puerto Rico. As per the requirements outlined in the Puerto Rico Probate Code, I have thoroughly reviewed the assets, liabilities, and claims associated with the estate. Upon meticulous examination, it has been determined that the estate has no remaining assets for distribution. Therefore, I hereby request the closure of the estate without distribution, as permitted by Section [Applicable Section Number] of the Puerto Rico Probate Code. To ensure a seamless closing process, enclosed with this letter are the following documents: 1. Final Inventory: This document provides a comprehensive listing of all assets, including real estate, bank accounts, investments, personal property, and any other relevant holdings owned by the decedent at the time of their passing. 2. Detailed Accounting: These accounting outline all estate-related expenses, debts, and claims paid during the administration period. It also includes any income received by the estate and the disbursements made for administrative purposes. 3. Statement of No Distribution: This document attests to the fact that there are no assets remaining for distribution among the heirs or beneficiaries. It includes a statement affirming that all necessary steps have been taken to identify and settle any outstanding debts and claims against the estate. 4. Waiver of Notice and Consent: Enclosed is a signed waiver of notice and consent, obtained from all interested parties, acknowledging their agreement to close the estate without distribution. 5. Death Certificate: A certified copy of the decedent's death certificate is included to verify their passing. Kindly review these documents and ensure that they comply with the pertinent regulations set forth in the Puerto Rico Probate Code. Should you notice any discrepancies or require additional supporting documentation, please inform me promptly to rectify the matter. Once you have verified the provided materials, I kindly request that you issue the necessary court order to officially close the estate without distribution. Additionally, I request that you provide a certified copy of the closure order as proof of the estate's termination. I would like to express my sincere gratitude for your assistance and guidance throughout the probate process. Your expertise and professional support have been invaluable. If there are any additional requirements or procedures that need to be followed for the successful closure of this estate, please inform me accordingly. Please feel free to contact me at [Your Phone Number] or [Your Email Address] if you require any further information or have any questions regarding this matter. Thank you for your prompt attention to this request. I look forward to receiving the closure order, thereby concluding the administration of the [Estate Name]. Yours sincerely, [Your Name]

[Your Name] [Your Address] [City, State, Zip Code] [Email Address] [Phone Number] [Date] [Recipient's Name] [Recipient's Address] [City, State, Zip Code] Subject: Closure of Estate without Distribution — [Estate Name— - [Estate Docket/Case Number] Dear [Recipient's Name], I hope this letter finds you in good health. I am writing to officially request the closure of the estate for the above-mentioned case, which is now ready for final settlement. As the personal representative of the estate, I have diligently fulfilled my duties and responsibilities in accordance with the laws of Puerto Rico. As per the requirements outlined in the Puerto Rico Probate Code, I have thoroughly reviewed the assets, liabilities, and claims associated with the estate. Upon meticulous examination, it has been determined that the estate has no remaining assets for distribution. Therefore, I hereby request the closure of the estate without distribution, as permitted by Section [Applicable Section Number] of the Puerto Rico Probate Code. To ensure a seamless closing process, enclosed with this letter are the following documents: 1. Final Inventory: This document provides a comprehensive listing of all assets, including real estate, bank accounts, investments, personal property, and any other relevant holdings owned by the decedent at the time of their passing. 2. Detailed Accounting: These accounting outline all estate-related expenses, debts, and claims paid during the administration period. It also includes any income received by the estate and the disbursements made for administrative purposes. 3. Statement of No Distribution: This document attests to the fact that there are no assets remaining for distribution among the heirs or beneficiaries. It includes a statement affirming that all necessary steps have been taken to identify and settle any outstanding debts and claims against the estate. 4. Waiver of Notice and Consent: Enclosed is a signed waiver of notice and consent, obtained from all interested parties, acknowledging their agreement to close the estate without distribution. 5. Death Certificate: A certified copy of the decedent's death certificate is included to verify their passing. Kindly review these documents and ensure that they comply with the pertinent regulations set forth in the Puerto Rico Probate Code. Should you notice any discrepancies or require additional supporting documentation, please inform me promptly to rectify the matter. Once you have verified the provided materials, I kindly request that you issue the necessary court order to officially close the estate without distribution. Additionally, I request that you provide a certified copy of the closure order as proof of the estate's termination. I would like to express my sincere gratitude for your assistance and guidance throughout the probate process. Your expertise and professional support have been invaluable. If there are any additional requirements or procedures that need to be followed for the successful closure of this estate, please inform me accordingly. Please feel free to contact me at [Your Phone Number] or [Your Email Address] if you require any further information or have any questions regarding this matter. Thank you for your prompt attention to this request. I look forward to receiving the closure order, thereby concluding the administration of the [Estate Name]. Yours sincerely, [Your Name]

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Puerto Rico Sample Letter for Closing of Estate with no Distribution