Tuesday, June 3, 2014

Closing Case Protection

Sue has completed all of her duties as executor of her dad Luke’s estate in the probate court, except for formally reporting to the court and officially closing the case.

To close the case, she presents a Final Report to the court with a supporting Receipt and Approval from herself as the sole beneficiary under the Will, plus Receipts from all the creditors she paid, and proof that she published notice in the newspaper to the creditors.  Her attorney will give these to the Judge and present an Order approving Sue’s administration of the estate, discharging Sue from her executor duties, and closing the case. 

The court’s order releases Sue from further duty as executor, so Sue can ignore later bills for her Dad that she receives.  Or, if she wants to stop the mail, she could send a copy of the final court order back to any creditors who send later bills.

Now that Sue has received the court’s seal of approval of her administration of the estate, that approval is available as part of the public court records.  That means anyone with any questions about it in the future could simply look in the court records to find out that Sue’s job is finished and nothing is left to be done on Luke’s estate.

For advice on taking care of a deceased family member’s estate, call our office at (815) 436-1996 for an appointment.  © 2014 Gruber Law Office, Ltd.

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