What steps ensure third-party claims and payments are accurately recorded in probate filings — CT
Ensuring Third-Party Claims and Payments Are Accurately Recorded in Probate Filings Short answer: In Connecticut, the personal representative (executor or administrator) must open an estate account, document all third‑party claims and payments with invoices, receipts and bank records, file required inventories and accountings with the probate court, and retain proof of notice and approvals. Accurate […]
Read article →What steps ensure third-party claims and payments are accurately recorded in probate filings in AL?
How to make sure third-party claims and payments are accurately recorded in Alabama probate filings Brief disclaimer: This article is educational only and is not legal advice. For guidance about a specific estate or claim, consult a licensed Alabama probate attorney or the probate court in the county where the estate is opened. Detailed Answer […]
Read article →What documents are required to apply for probate appointment and oath in Indiana?
Detailed answer: Documents required to apply for probate appointment and oath in Indiana Short answer: To open probate and obtain appointment as a personal representative (executor or administrator) in Indiana you will typically file a petition with the probate court where the decedent lived, and attach the original will (if any), a certified death certificate, […]
Read article →Which statements and financial documents are required for annual and final probate accountings in Indiana (IN)?
Detailed Answer Short answer: In Indiana, annual and final probate accountings typically must include a verified accounting (a clear ledger of beginning balance, receipts, disbursements, and ending balance), a schedule or inventory of estate assets, supporting financial documents (bank statements, brokerage statements, cancelled checks or paid invoices, appraisals where required), receipts for major expenses (funeral, […]
Read article →What steps can heirs take to resolve an elective share dispute through mediation in IN?
Detailed Answer Heirs facing an elective share dispute in Indiana can often resolve the matter faster, more cheaply, and with less acrimony through mediation than by litigation. Under Indiana law, an elective share claim is a statutory right (generally asserted by a surviving spouse) that can alter distributions made in a will or by intestacy. […]
Read article →What is the process for negotiating a creditor’s payoff amount in estate administration in IN?
Negotiating a Creditor’s Payoff Amount During Indiana Estate Administration — FAQ Short answer: In Indiana, negotiating a creditor’s payoff in probate or estate administration starts with identifying and verifying claims, following statutory notice and claim procedures, prioritizing secured versus unsecured debts, communicating a settlement offer in writing, and, when needed, asking the probate court to […]
Read article →What steps can be taken to verify or contest a creditor’s payoff quote on an estate debt? – IN
This FAQ-style guide explains practical steps you can take in Indiana to verify or contest a creditor’s payoff quote on a debt of a deceased person’s estate. It assumes you start with no legal knowledge and uses plain language. This is general information only and not legal advice — consult an Indiana probate attorney for […]
Read article →How to submit an affidavit accounting for personal property in a small estate case (IN)
FAQ: Submitting an Affidavit Accounting for Personal Property in a Small Estate (Indiana) Short answer: In Indiana, an affidavit accounting for personal property in a small estate is a short, sworn statement used by heirs or an interested person to collect certain personal property of a decedent without formal administration. To do this correctly you […]
Read article →What records are needed to show asset transfers under small estate procedures — IN
How to Prove Asset Transfers Under Indiana Small Estate Procedures Quick answer: To show that assets moved from a decedent to heirs or beneficiaries under Indiana’s small estate procedures, you will generally need a certified death certificate, a completed small‑estate affidavit (or other court form), clear ownership documents (bank statements, account ledgers, vehicle titles), proof […]
Read article →How do I value collectibles like Pokémon cards when preparing my estate paperwork? (IN)
Detailed answer — valuing collectible trading cards for Indiana estate paperwork When you prepare estate paperwork in Indiana, the estate’s personal representative (executor) typically must list and value the decedent’s assets so the court and beneficiaries know what the estate contains. For collectibles such as Pokémon cards, the objective is to determine the fair market […]
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