Probate Closing Statement Guide

Summary

A closing statement for probate in Utah is typically a single document that includes an overview of the estates administration, a summary of assets and their distribution, a list of debts and their settlements, confirmation of paid taxes and expenses, and a request for the court to close the estate. A simplified draft might include sections such as the personal representatives details, case number, and a breakdown of financial transactions. This document is essential for formally concluding the probate process.

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is this all one document or many documents?
A closing statement for probate in Utah is typically one document. It consolidates all the necessary information about the estate's administration, assets, debts, and final requests to the court.
Do you need help with drafting or understanding any specific section of the closing statement?
yes. i would like to see a draft of such a statement.
Sure, here's a simplified draft of a closing statement for probate in Utah:
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In the Third Judicial District Court of Utah
In the Matter of the Estate of John Doe, Deceased
Closing Statement for Probate
Personal Representative: Jane Doe
Case Number: *
Overview of Administration:
The administration of the estate of John Doe, deceased, has been completed by the personal representative, Jane Doe.
Summary of Assets and Distribution:
- Bank Accounts: $*,* distributed to heirs.
- Real Estate: Family home sold for $*,*, proceeds distributed.
- Personal Property: Valued at $*,*, distributed as per will.
List of Debts and Settlements:
- Credit Card Debt: $*,* paid off.
- Mortgage: $*,* paid off from the sale of the home.
Taxes and Expenses:
- All federal and state taxes have been calculated and paid.
- Administration expenses totaling $*,* have been settled.
Request for Closure:
The personal representative requests the Court to formally close the estate of John Doe.
Signature:
Jane Doe
Personal Representative
Date: MM/DD/YYYY
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Do youneed any more information on any specific section or detail?