Wisconsin 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] [Judge's Name] [Judge's Designation] [Court Name] [Address] [City, State, ZIP] Re: Petition to Close Estate of [Deceased Person's Name] Dear Honorable [Judge's Last Name], I am writing to respectfully submit this petition on behalf of myself as the [Executor/Administrator] of the Estate of [Deceased Person's Name], in accordance with the laws and procedures governing estate administration in the State of Wisconsin. I am seeking the Court's approval to close the estate on the grounds that all necessary duties and obligations have been carried out successfully, all assets have been distributed according to the decedent's wishes and any outstanding debts or taxes have been paid in full. I believe the estate now meets the criteria for final closing, and I respectfully request your prompt approval. Furthermore, I have attached the following documents as evidence supporting this petition: 1. [Death Certificate]: The original death certificate of the decedent is enclosed, duly certified by the appropriate authorities. 2. [Last Will and Testament/Letter of Administration]: The last will and testament/letter of administration is provided to establish my legal authority as the [Executor/Administrator] of the estate. 3. [Inventory of Assets and Liabilities]: The complete inventory of assets and liabilities of the estate is attached herewith, including a list of all real property, personal property, bank accounts, investments, and outstanding debts. 4. [Notice to Creditors and Proof of Publication]: A proof of publication of the notice to creditors in a local newspaper, as required by Wisconsin law, is enclosed, ensuring adequate notice was provided to all interested parties. 5. [Receipts and Discharges]: Receipts and releases from beneficiaries and creditors acknowledging the receipt and satisfaction of their respective shares and claims on the estate have been obtained and are enclosed. 6. [Tax Clearance Certificates]: Copies of tax clearance certificates received from the Wisconsin Department of Revenue and the Internal Revenue Service are attached, evidencing that all necessary taxes have been paid or discharged. 7. [Final Account/Statement and Distribution Schedule]: The final account/statement and distribution schedule are provided, listing all income, expenses, disbursements, and distributions made during the administration of the estate. [Optional: Include any other relevant supporting documents or appendices, such as a lawyer's affidavit or a proposed order for the Court's convenience.] I certify under penalty of perjury that the information provided in this petition and its attachments is true and accurate to the best of my knowledge and belief. I hereby request an evidentiary hearing to be scheduled at the Court's earliest convenience to formally submit this petition for the closure of the estate and to address any concerns or questions that the Court may have. Thank you for your attention to this matter. I trust your judgment in evaluating this petition for closing the estate and that a favorable decision will be reached in due course. Sincerely, [Your Name and Title] [Executor/Administrator] [Estate of [Deceased Person's Name]]

[Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Judge's Name] [Judge's Designation] [Court Name] [Address] [City, State, ZIP] Re: Petition to Close Estate of [Deceased Person's Name] Dear Honorable [Judge's Last Name], I am writing to respectfully submit this petition on behalf of myself as the [Executor/Administrator] of the Estate of [Deceased Person's Name], in accordance with the laws and procedures governing estate administration in the State of Wisconsin. I am seeking the Court's approval to close the estate on the grounds that all necessary duties and obligations have been carried out successfully, all assets have been distributed according to the decedent's wishes and any outstanding debts or taxes have been paid in full. I believe the estate now meets the criteria for final closing, and I respectfully request your prompt approval. Furthermore, I have attached the following documents as evidence supporting this petition: 1. [Death Certificate]: The original death certificate of the decedent is enclosed, duly certified by the appropriate authorities. 2. [Last Will and Testament/Letter of Administration]: The last will and testament/letter of administration is provided to establish my legal authority as the [Executor/Administrator] of the estate. 3. [Inventory of Assets and Liabilities]: The complete inventory of assets and liabilities of the estate is attached herewith, including a list of all real property, personal property, bank accounts, investments, and outstanding debts. 4. [Notice to Creditors and Proof of Publication]: A proof of publication of the notice to creditors in a local newspaper, as required by Wisconsin law, is enclosed, ensuring adequate notice was provided to all interested parties. 5. [Receipts and Discharges]: Receipts and releases from beneficiaries and creditors acknowledging the receipt and satisfaction of their respective shares and claims on the estate have been obtained and are enclosed. 6. [Tax Clearance Certificates]: Copies of tax clearance certificates received from the Wisconsin Department of Revenue and the Internal Revenue Service are attached, evidencing that all necessary taxes have been paid or discharged. 7. [Final Account/Statement and Distribution Schedule]: The final account/statement and distribution schedule are provided, listing all income, expenses, disbursements, and distributions made during the administration of the estate. [Optional: Include any other relevant supporting documents or appendices, such as a lawyer's affidavit or a proposed order for the Court's convenience.] I certify under penalty of perjury that the information provided in this petition and its attachments is true and accurate to the best of my knowledge and belief. I hereby request an evidentiary hearing to be scheduled at the Court's earliest convenience to formally submit this petition for the closure of the estate and to address any concerns or questions that the Court may have. Thank you for your attention to this matter. I trust your judgment in evaluating this petition for closing the estate and that a favorable decision will be reached in due course. Sincerely, [Your Name and Title] [Executor/Administrator] [Estate of [Deceased Person's Name]]