QUESTION
Which forms does one need for estate distributions?
Asked on Jan 22nd, 2014 on Estate Planning - Washington
10 ANSWERS
Trusts Attorney serving Sacramento, CA
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Law Office of Victor Waid
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Suggest you seek the services of a probate lawyer to assist you in the completion of the estate process.
Answered on Jan 28th, 2014 at 3:30 AM
You'll need to submit an accounting of the assets and debts of the estate as well as the distribution to heirs. You will also need to get their signatures on a form acknowledging that they received and accepted the distribution. You state may have prepared forms you can use or you can work with an attorney, a law school clinic, or a self-help law desk to develop your own forms.
Answered on Jan 27th, 2014 at 4:53 PM
Probate Attorney serving Newport, OR
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Minor, Bandonis & Haggerty P.C.
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If you have not opened a probate estate, then there is no form for distributions. If you have filed a Small Estate Affidavit you should wait four months before making any distributions; then you simply distribute as set forth in the affidavit, but there is nothing further to file.
Answered on Jan 24th, 2014 at 5:13 PM
Business & Corporate Law Attorney serving Manchester, NH
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Wadleigh, Starr & Peters, P.L.L.C.
The forms required for estate administration are included on the NH Judicial branch website. The forms that are required are dictated by the facts specific to that estate. An attorney could assist in identifying the required forms through a limited representation arrangement.
Answered on Jan 24th, 2014 at 5:13 PM
Commercial Attorney serving Chicago, IL
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Ashcraft & Ashcraft, Ltd.
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If you opened a probate the clerk of the court would have receipt forms that would have to be filed when the estate is closed. If there was no probate all you really need is proof of the distribution. A cancelled check would suffice. If the payments were in cash then a simple receipt of payment signed by the legatee or, in the case of a minor, the guardian or parent.
Answered on Jan 24th, 2014 at 5:12 PM
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That is a complicated question, especially where you provide little or no facts. You should speak with an attorney about the specifics. Most offer a free short consultation to evaluate your probate case.
Answered on Jan 24th, 2014 at 9:48 AM
Edwin K. Niles
File where? If no formal probate, just get a receipt for your own file.
Answered on Jan 24th, 2014 at 7:55 AM
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It depends upon the size of the estate. Most attorneys give free consultations. Give a local attorney a call for more information.
Answered on Jan 24th, 2014 at 7:52 AM
Business Planning Attorney serving Livonia, MI
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Frederick & Frederick Attorneys at Law
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I would need much more information. It sounds like there was no estate, as such. If everything passed to you, outside of probate, then distributions to other relatives would be considered GIFTS. Gifts in amounts of less than $14k per beneficiary in any year do not need to be reported. Without knowing more, I would suggest that you do not need to file anything with anyone.
Answered on Jan 23rd, 2014 at 4:31 PM
Thomas Edward Gates
The grandchildren are not beneficiaries to her estate. You would use a small estate affidavit to make a distribution of estate assets.
Answered on Jan 23rd, 2014 at 4:31 PM