Bronx New York Sample Letter for Petition to Close Estate

• Category: Letters - Legal - Estates
• State: Multi-State
• County: Bronx
• 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] [Probate Clerk's Name] [Bronx County Surrogate's Court] [851 Grand Concourse] [Bronx, NY 10451] Subject: Petition to Close Estate — [Deceased's Full Name], [Deceased's Date of Death] Dear [Probate Clerk's Name], I hope this letter finds you in good health. I am writing to petition for the closure of the estate of the deceased, [Deceased's Full Name], who passed away on [Deceased's Date of Death]. I have served as the executor/administrator of the estate and have diligently carried out my duties in accordance with the relevant laws and regulations. Please find enclosed all necessary documents and forms required for the final distribution and closure of the estate. In accordance with the requirements of the Bronx County Surrogate's Court, I hereby submit the following supporting documents and information: 1. Original Last Will and Testament: To ensure clarity and proper distribution of assets, the original copy of [Deceased's Full Name]'s Last Will and Testament is enclosed, duly signed and executed in the presence of witnesses. 2. Letters Testamentary/Letters of Administration: As the duly appointed executor/administrator, I have attached the original Letters Testamentary/Letters of Administration, granting me the authority to manage the estate. 3. Inventory of Assets and Liabilities: A comprehensive list of all assets, including real estate properties, bank accounts, investments, personal belongings, and outstanding debts, is enclosed herewith. The inventory has been appraised and verified by certified professionals. 4. Financial Account Statements: Complete statements of all bank accounts, investment portfolios, retirement funds, and other financial holdings pertaining to the estate are attached, illustrating a clear picture of the financial status. 5. Outstanding Debts and Claims: A detailed account of all outstanding debts, claims, and liabilities against the estate, along with corresponding statements, is enclosed. 6. Receipts and Proof of Payments: Comprehensive records of all payments made for funeral expenses, outstanding bills, taxes, legal fees, and other related costs have been retained and are submitted as proof. 7. Notice to Creditors: To ensure compliance with the applicable legal requirements, a timely notice to creditors has been published. A copy of the published notice is enclosed. 8. Final Accounting: Enclosed is the final accounting report, meticulously prepared and examined by a licensed certified public accountant, presenting a transparent overview of all income, expenses, distributions, and taxes paid. 9. Consents and Waivers: All beneficiaries, heirs, and interested parties have provided signed consents and waivers, stating their agreement with the proposed distribution plan and affirming the absence of any dispute or objection regarding the estate. 10. Proof of Taxes Paid: I have included all relevant tax-related documents, including the final federal and state tax returns, estate tax waivers, and confirmation of payment. All tax obligations have been duly fulfilled. 11. Affidavit of Completion: As a declaration of my fulfillment of all responsibilities and obligations as the executor/administrator, I have executed the enclosed Affidavit of Completion. I kindly request a prompt review of the enclosed documents and your favorable consideration for the closure of the estate. Should you require any additional information or documents, please do not hesitate to contact me at the provided email address or phone number. I would like to express my gratitude for your time and attention to this matter. Your expertise and guidance throughout this probate process have been greatly appreciated. I look forward to receiving confirmation of the closure of the estate in due course. Yours sincerely, [Your Name]

[Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Probate Clerk's Name] [Bronx County Surrogate's Court] [851 Grand Concourse] [Bronx, NY 10451] Subject: Petition to Close Estate — [Deceased's Full Name], [Deceased's Date of Death] Dear [Probate Clerk's Name], I hope this letter finds you in good health. I am writing to petition for the closure of the estate of the deceased, [Deceased's Full Name], who passed away on [Deceased's Date of Death]. I have served as the executor/administrator of the estate and have diligently carried out my duties in accordance with the relevant laws and regulations. Please find enclosed all necessary documents and forms required for the final distribution and closure of the estate. In accordance with the requirements of the Bronx County Surrogate's Court, I hereby submit the following supporting documents and information: 1. Original Last Will and Testament: To ensure clarity and proper distribution of assets, the original copy of [Deceased's Full Name]'s Last Will and Testament is enclosed, duly signed and executed in the presence of witnesses. 2. Letters Testamentary/Letters of Administration: As the duly appointed executor/administrator, I have attached the original Letters Testamentary/Letters of Administration, granting me the authority to manage the estate. 3. Inventory of Assets and Liabilities: A comprehensive list of all assets, including real estate properties, bank accounts, investments, personal belongings, and outstanding debts, is enclosed herewith. The inventory has been appraised and verified by certified professionals. 4. Financial Account Statements: Complete statements of all bank accounts, investment portfolios, retirement funds, and other financial holdings pertaining to the estate are attached, illustrating a clear picture of the financial status. 5. Outstanding Debts and Claims: A detailed account of all outstanding debts, claims, and liabilities against the estate, along with corresponding statements, is enclosed. 6. Receipts and Proof of Payments: Comprehensive records of all payments made for funeral expenses, outstanding bills, taxes, legal fees, and other related costs have been retained and are submitted as proof. 7. Notice to Creditors: To ensure compliance with the applicable legal requirements, a timely notice to creditors has been published. A copy of the published notice is enclosed. 8. Final Accounting: Enclosed is the final accounting report, meticulously prepared and examined by a licensed certified public accountant, presenting a transparent overview of all income, expenses, distributions, and taxes paid. 9. Consents and Waivers: All beneficiaries, heirs, and interested parties have provided signed consents and waivers, stating their agreement with the proposed distribution plan and affirming the absence of any dispute or objection regarding the estate. 10. Proof of Taxes Paid: I have included all relevant tax-related documents, including the final federal and state tax returns, estate tax waivers, and confirmation of payment. All tax obligations have been duly fulfilled. 11. Affidavit of Completion: As a declaration of my fulfillment of all responsibilities and obligations as the executor/administrator, I have executed the enclosed Affidavit of Completion. I kindly request a prompt review of the enclosed documents and your favorable consideration for the closure of the estate. Should you require any additional information or documents, please do not hesitate to contact me at the provided email address or phone number. I would like to express my gratitude for your time and attention to this matter. Your expertise and guidance throughout this probate process have been greatly appreciated. I look forward to receiving confirmation of the closure of the estate in due course. Yours sincerely, [Your Name]