Philadelphia Pennsylvania Sample Letter for Petition to Close Estate and For Other Relief

• Category: Letters - Legal - Estates
• State: Multi-State
• County: Philadelphia
• Control #: US-0675LTR
• 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] [The Honorable Judge] [Probate Court] [County Courthouse Address] [City, State, Zip] Re: Petition to Close Estate and For Other Relief In the Matter of the Estate of [Deceased's Name], Deceased [Estate Docket Number/Case Number] Dear Judge [Last Name], I, [Your Name], the undersigned Personal Representative and Executor/Executrix of the Estate of [Deceased's Name], hereby submit this Petition to Close Estate and For Other Relief before this honorable court. I. Background Information: 1. The decedent, [Deceased's Name], passed away on [Date of Death], as evidenced by the attached certified copy of the death certificate (Exhibit A). 2. The decedent was a resident of Philadelphia, Pennsylvania and had resided at [Address of Residence], also located in Philadelphia. 3. The Last Will and Testament of the decedent has been duly admitted probating by this court on [Date of Probate] under [Probate/Court Case Number], copies of which are attached herewith as Exhibit B. As the appointed Personal Representative, I have fulfilled my duties and responsibilities in accordance with the terms and provisions of the decedent's will and applicable laws. II. Request for Relief: 1. Petition for Closing of Estate: I hereby petition this court to issue an Order for the final distribution and closing of the Estate of [Deceased's Name]. All debts, claims, and expenses of the estate have been duly paid, satisfied, or otherwise resolved. An accounting of the estate's assets, liabilities, and distributions. Is attached herewith as Exhibit C. 2. Relief Requested: In addition to the closing of the estate, I request the following relief from this court: a) Distribution of assets: To direct the final distribution of the estate assets per the terms of the decedent's Last Will and Testament and as set forth in the attached accounting (Exhibit C). b) Discharge as Personal Representative: To grant a discharge and release of my duties and responsibilities as the Personal Representative of the Estate of [Deceased's Name], upon the court's approval and issuance of the Order for the Final Distribution and Closing of the estate. c) Other Relief: Any other relief that this honorable court deems just, necessary, and appropriate based on the facts and circumstances of this case. III. Notices: 1. Notice to Heirs and Interested Parties: Pursuant to applicable state law, I have given proper notice of this petition and the scheduled hearing date to all known heirs, beneficiaries, and interested parties of the decedent's estate. IV. Verification: I hereby verify under penalty of perjury, pursuant to the laws of the Commonwealth of Pennsylvania, that the information provided in this petition is true and correct to the best of my knowledge and belief. V. Conclusion: In light of the foregoing, I respectfully request that this honorable court grant the relief sought in this Petition to Close Estate and For Other Relief and issue an Order for the Final Distribution and Closing of the Estate of [Deceased's Name]. I further request that I be discharged as the Personal Representative upon the court's approval and issuance of the said Order. Thank you for your attention to this matter. I am ready and available to provide any additional information or attend any hearings as required. Please feel free to contact me at [Your Phone Number] or [Your Email Address] should you require any further clarification or documentation. Yours sincerely, [Your Name] [Your Title/Position as Executor/Executrix] [Your Contact Details] Enclosures: Exhibit A: Certified copy of the death certificate Exhibit B: Certified copy of the Last Will and Testament Exhibit C: Accounting of the estate's assets, liabilities, and distributions.

[Your Name] [Your Address] [City, State, Zip] [Email Address] [Phone Number] [Date] [The Honorable Judge] [Probate Court] [County Courthouse Address] [City, State, Zip] Re: Petition to Close Estate and For Other Relief In the Matter of the Estate of [Deceased's Name], Deceased [Estate Docket Number/Case Number] Dear Judge [Last Name], I, [Your Name], the undersigned Personal Representative and Executor/Executrix of the Estate of [Deceased's Name], hereby submit this Petition to Close Estate and For Other Relief before this honorable court. I. Background Information: 1. The decedent, [Deceased's Name], passed away on [Date of Death], as evidenced by the attached certified copy of the death certificate (Exhibit A). 2. The decedent was a resident of Philadelphia, Pennsylvania and had resided at [Address of Residence], also located in Philadelphia. 3. The Last Will and Testament of the decedent has been duly admitted probating by this court on [Date of Probate] under [Probate/Court Case Number], copies of which are attached herewith as Exhibit B. As the appointed Personal Representative, I have fulfilled my duties and responsibilities in accordance with the terms and provisions of the decedent's will and applicable laws. II. Request for Relief: 1. Petition for Closing of Estate: I hereby petition this court to issue an Order for the final distribution and closing of the Estate of [Deceased's Name]. All debts, claims, and expenses of the estate have been duly paid, satisfied, or otherwise resolved. An accounting of the estate's assets, liabilities, and distributions. Is attached herewith as Exhibit C. 2. Relief Requested: In addition to the closing of the estate, I request the following relief from this court: a) Distribution of assets: To direct the final distribution of the estate assets per the terms of the decedent's Last Will and Testament and as set forth in the attached accounting (Exhibit C). b) Discharge as Personal Representative: To grant a discharge and release of my duties and responsibilities as the Personal Representative of the Estate of [Deceased's Name], upon the court's approval and issuance of the Order for the Final Distribution and Closing of the estate. c) Other Relief: Any other relief that this honorable court deems just, necessary, and appropriate based on the facts and circumstances of this case. III. Notices: 1. Notice to Heirs and Interested Parties: Pursuant to applicable state law, I have given proper notice of this petition and the scheduled hearing date to all known heirs, beneficiaries, and interested parties of the decedent's estate. IV. Verification: I hereby verify under penalty of perjury, pursuant to the laws of the Commonwealth of Pennsylvania, that the information provided in this petition is true and correct to the best of my knowledge and belief. V. Conclusion: In light of the foregoing, I respectfully request that this honorable court grant the relief sought in this Petition to Close Estate and For Other Relief and issue an Order for the Final Distribution and Closing of the Estate of [Deceased's Name]. I further request that I be discharged as the Personal Representative upon the court's approval and issuance of the said Order. Thank you for your attention to this matter. I am ready and available to provide any additional information or attend any hearings as required. Please feel free to contact me at [Your Phone Number] or [Your Email Address] should you require any further clarification or documentation. Yours sincerely, [Your Name] [Your Title/Position as Executor/Executrix] [Your Contact Details] Enclosures: Exhibit A: Certified copy of the death certificate Exhibit B: Certified copy of the Last Will and Testament Exhibit C: Accounting of the estate's assets, liabilities, and distributions.