San Jose California Sample Letter for Closing of Estate - Request to Execute

• Category: Letters - Legal - Estates
• State: Multi-State
• City: San Jose
• Control #: US-0684LTR
• 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 Court Clerk's Name] [Probate Court Address] [City, State, ZIP] Subject: Request to Execute Closing of [Decedent's Name]'s Estate Dear [Probate Court Clerk's Name], I am writing this letter to formally request the execution of the closing process for [Decedent's Name]'s estate, as per the provisions outlined in the California Probate Code. I am the [Executor/Administrator] of the estate and have successfully fulfilled my duties and responsibilities to ensure all assets, debts, and distributions have been appropriately managed. In accordance with the California Probate Code Section [relevant code section], I kindly request the Probate Court's approval for the final distribution of assets, payment of outstanding debts and expenses, and the official closure of the estate for the following reasons: 1. Completion of Inventory and Valuation: Throughout the probate process, I have meticulously compiled an inventory of all the assets comprising the estate, including real estate, bank accounts, investments, personal property, and any other relevant properties or possessions. I have also diligently obtained fair market valuations for each asset, which are enclosed with this letter. 2. Payment of Debts and Expenses: I have diligently reviewed all claims against the estate and ensured all debts, taxes, and expenses have been paid or appropriately negotiated and settled. I have attached detailed documentation of each payment made, along with corresponding receipts and releases. 3. Final Accounting: I have prepared a comprehensive financial statement, outlining all income, expenditures, gains, and losses incurred over the estate administration period. This accounting report has been reviewed by a certified public accountant to ensure accuracy and compliance with all applicable laws and regulations. Enclosed is the final accounting report for your reference. 4. Distribution Plan: In adherence to the decedent's will (or the laws of intestacy if no will existed), I have formulated a specific plan for the distribution of the estate's assets among the beneficiaries. The beneficiaries have been duly informed of their entitlements, and their written consent/agreement is enclosed. Considering the above, I kindly request the Probate Court to schedule a hearing to review the closing of the estate and issue the Final Order to close the estate. I have enclosed all necessary documents, including the original will, death certificate, inventory, valuations, payment receipts, final accounting, and beneficiary consents. Please let me know if there are any specific requirements or additional documents needed to facilitate the closing process. I am available at your convenience to provide further information or address any questions or concerns you may have regarding the estate's closure. Thank you for your attention and prompt assistance in this matter. I look forward to receiving your response and the subsequent proceedings to finalize the estate's closure. Sincerely, [Your Name] [Executor/Administrator of the Estate] [Contact Information]

[Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Probate Court Clerk's Name] [Probate Court Address] [City, State, ZIP] Subject: Request to Execute Closing of [Decedent's Name]'s Estate Dear [Probate Court Clerk's Name], I am writing this letter to formally request the execution of the closing process for [Decedent's Name]'s estate, as per the provisions outlined in the California Probate Code. I am the [Executor/Administrator] of the estate and have successfully fulfilled my duties and responsibilities to ensure all assets, debts, and distributions have been appropriately managed. In accordance with the California Probate Code Section [relevant code section], I kindly request the Probate Court's approval for the final distribution of assets, payment of outstanding debts and expenses, and the official closure of the estate for the following reasons: 1. Completion of Inventory and Valuation: Throughout the probate process, I have meticulously compiled an inventory of all the assets comprising the estate, including real estate, bank accounts, investments, personal property, and any other relevant properties or possessions. I have also diligently obtained fair market valuations for each asset, which are enclosed with this letter. 2. Payment of Debts and Expenses: I have diligently reviewed all claims against the estate and ensured all debts, taxes, and expenses have been paid or appropriately negotiated and settled. I have attached detailed documentation of each payment made, along with corresponding receipts and releases. 3. Final Accounting: I have prepared a comprehensive financial statement, outlining all income, expenditures, gains, and losses incurred over the estate administration period. This accounting report has been reviewed by a certified public accountant to ensure accuracy and compliance with all applicable laws and regulations. Enclosed is the final accounting report for your reference. 4. Distribution Plan: In adherence to the decedent's will (or the laws of intestacy if no will existed), I have formulated a specific plan for the distribution of the estate's assets among the beneficiaries. The beneficiaries have been duly informed of their entitlements, and their written consent/agreement is enclosed. Considering the above, I kindly request the Probate Court to schedule a hearing to review the closing of the estate and issue the Final Order to close the estate. I have enclosed all necessary documents, including the original will, death certificate, inventory, valuations, payment receipts, final accounting, and beneficiary consents. Please let me know if there are any specific requirements or additional documents needed to facilitate the closing process. I am available at your convenience to provide further information or address any questions or concerns you may have regarding the estate's closure. Thank you for your attention and prompt assistance in this matter. I look forward to receiving your response and the subsequent proceedings to finalize the estate's closure. Sincerely, [Your Name] [Executor/Administrator of the Estate] [Contact Information]