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Sample Estate Closing Letter to Beneficiaries I am writing to inform you of the finalization of [Deceaseds Name]s estate, for which I have served as the executor. Asset Distribution: You will receive [Description of Assets] as part of your inheritance. These assets will be transferred to you by [Transfer Date].
A petition for final distribution of probate is a legal document that asks the court to distribute the remaining assets of an estate to the beneficiaries or heirs. It is usually filed by the executor or administrator of the estate after all debts, taxes, and other matters have been resolved.
Once the court approves the final accounting and order for distribution, the executor must act promptly to pay beneficiaries. While there is no specific statutory deadline in California, executors are expected to complete distributions within a reasonable timeusually within 30 to 60 days of court approval.
The receipt of an estate tax closing letter notifies the Executor that the estate can be wound up and assets distributed to beneficiaries. Often an estate tax closing letter is requested as proof of payment of all federal estate tax liabilities that constitute an inchoate lien on property.
The final distribution is where the Executor or Administrator transfers any remaining probate assets to the estate beneficiaries.
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An order for final distribution in California probate is conclusive to the rights of heirs and devisees in a decedents estate. The order also releases the personal representative from claims by heirs and devisees, unless, of course, there is fraud or misrepresentation present.
The Personal Representative is required to file a petition for final distribution or a verified report on the status of the estate within one year after Letters are issued (or 18 months if a federal estate tax return is required).

final distribution of estate letter