Montana Sample Letter for Order Approving Third and Final Accounting

• Category: Letters - Legal - Conservatorships
• State: Multi-State
• Control #: US-0832LTR
• Format: Word; Rich Text

Description

This form is a sample letter in Word format covering the subject matter of the title of the form.

Sample Letter for Order Approving Third and Final Accounting in Montana [Your Name] [Your Address] [City, State, Zip Code] [Email Address] [Phone Number] [Date] [Judge's Name] [Judge's Designation] [Montana District Court] [Court Address] [City, State, Zip Code] Subject: Request for Order Approving Third and Final Accounting Dear [Judge's Last Name], I am writing to request an order approving the third and final accounting in the estate of [Name of the deceased], which is currently being administered in the Montana District Court. As the appointed personal representative of the estate, I have diligently performed my fiduciary responsibilities by managing the assets, paying debts, and distributing the estate's residue to the beneficiaries. This accounting represents a comprehensive report of all financial transactions that have taken place within the period of administration. The accounting is categorized into different sections, as follows: 1. Income and Expenses: — This section lists all income received during the period, including but not limited to rental income, interest, dividends, and sale proceeds. — All expenses, such as funeral costs, legal fees, administrative expenses, and taxes paid, are itemized in this section. 2. Creditors and Claims: — Any outstanding debts, loans, or claims against the estate are listed here. I have ensured that all legitimate claims have been addressed and paid accordingly. 3. Distribution to Beneficiaries: — This section details how the estate's assets and residue have been distributed among the beneficiaries or heirs, as specified in the decedent's will or Montana intestacy laws. In accordance with the Montana Uniform Probate Code and the local rules of this Court, I hereby submit the final accounting for your review and approval. Enclosed with this letter is a complete copy of the accounting, along with all supporting documents and receipts. I affirm that the accounting is accurate and complete to the best of my knowledge, and it has been prepared in accordance with all relevant laws and regulations. I request that you review the accounting and issue an order approving the third and final accounting, thereby closing the estate. Furthermore, I would be grateful if the Court could schedule a hearing to address any concerns or queries regarding the accounting, if necessary. Kindly notify me of the date and time of the hearing in due course. Thank you for your attention to this matter. I appreciate the Court's guidance and assistance in the administration of this estate. Should you require any additional information, please do not hesitate to contact me. Sincerely, [Your Full Name] [Your Title] [Your Relationship to the Deceased] (if applicable)