Legal Final Distribution Petition

LEGAL FINAL DISTRIBUTION PETITION

In the for the County of , State of .

Case No.: — In the Matter of the Estate/Trust of .

Petitioner: , in capacity as of the estate/trust described above.

RECITALS

WHEREAS, on the Court appointed the Petitioner as for the estate/trust listed above; and

WHEREAS, Petitioner has administered the estate/trust in accordance with the governing instrument, statute, and Court orders, having provided statutory notice to creditors and interested persons and having filed the final accounting with this Court; and

WHEREAS, after payment of debts, taxes, administrative expenses and costs of administration, the assets remaining for distribution are as set forth in Schedule A attached hereto and incorporated by reference.

NOW, THEREFORE

Petitioner respectfully petitions the Court for entry of an order approving the final distribution of the remaining estate/trust assets and for other relief as set forth below.

1. JURISDICTION

This Court has jurisdiction over the subject matter and the parties. Venue is proper in this Court pursuant to applicable probate/trust administration statutes because the decedent's domicile or trust administration was located in this County at the time of death or trust administration.

2. DESCRIPTION OF ASSETS AND ACCOUNTING

Petitioner states that a final inventory and accounting have been prepared and filed with the Court. The assets remaining for distribution, together with their respective valuations, are set forth in Schedule A (Itemized Property and Cash Balances). Petitioner affirms that all known debts, taxes, and administrative expenses have been satisfied or reserved for as shown in the final accounting.

3. NOTICE AND OBJECTIONS

Petitioner represents that statutory notice of the final accounting and proposed distribution was given to all known creditors and interested persons as required by law. Notice was mailed on and, if applicable, published on .

No timely written objections have been filed, or all objections filed have been resolved, and Petitioner requests the Court find that any remaining period for objections has expired.

4. FINAL DISTRIBUTION; RELEASE

Upon approval by the Court, Petitioner requests authority to make distribution to the persons and entities listed in Schedule A. Upon distribution in accordance with the approved Schedule A, Petitioner shall be discharged from further liability as to the assets so distributed and shall receive a full release from the distributees for such distribution in accordance with applicable law.

5. ATTORNEY FEES AND COSTS

Petitioner requests allowance and payment of statutory or reasonable attorney fees and costs incurred in the administration as set forth in the final accounting or as otherwise ordered by the Court. Amount requested for attorney fees: .

6. CERTIFICATION UNDER PENALTY OF PERJURY

I, the undersigned Petitioner, declare under penalty of perjury under the laws of the State of that the foregoing is true and correct to the best of my knowledge and belief and that the schedules attached accurately state the assets and proposed distributions.

7. REQUEST FOR RELIEF

WHEREFORE, Petitioner respectfully requests that the Court:

1. Approve the final accounting filed by Petitioner;
2. Approve Schedule A and Schedule B and authorize final distribution of assets in accordance therewith;
3. Allow and order payment of reasonable attorney fees and costs as requested; and
4. Enter a final decree discharging Petitioner from further administration upon completion of the distributions and releasing Petitioner from liability as provided by law.

GOVERNING LAW; MISCELLANEOUS

This Petition shall be governed by the laws of the State of . The headings herein are for convenience only and shall not affect interpretation. If any provision of this Petition is determined to be invalid, illegal, or unenforceable, the remaining provisions shall remain in full force and effect.

This Petition, together with its Schedules and the final accounting, constitutes the entire statement of Petitioner with respect to final distribution and supersedes any prior statements made to the Court regarding distribution except as incorporated herein.

NOTICES

DECLARATION AND SIGNATURES

Petitioner acknowledges that distribution pursuant to an order entered by the Court is subject to Court supervision and that a final decree should issue following distribution. Petitioner certifies that the foregoing is true under penalty of perjury.

Sign Now