Santa Ana California Petition for Partial and Early Distribution of Estate

Category:
State:
Multi-State
City:
Santa Ana
Control #:
US-0893BG
Format:
Word; 
Rich Text
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Description

Ideally, no distributions to the beneficiaries under the will should be make until the estate is closed and closing letters received from the Internal Revenue Service and the State Tax Commission if estate tax returns were filed. This is not always possible, particularly in light of the fact that it generally takes a minimum of nine months to get a closing letter from the IRS. Beneficiaries are usually not that patient. The earliest an executor can close an estate is after the time to probate claims has expired and no claims have been probated. This is generally possible in estates that don't require estate tax returns, particularly when surviving spouse is the sole beneficiary.

After the time for probating claims against the estate has expired and estate taxes have been paid, a partial distribution to the beneficiaries may be in order, particularly if there are no unpaid claims outstanding against the estate and the closing attorney is comfortable that the estate tax return will be accepted by the IRS as filed. In any event the executor and closing attorney should hold back enough cash from the distribution to pay for the remaining expenses of administration and to pay for any estate taxes that may be assessed by the IRS.

This form is a generic example that may be referred to when preparing such a form for your particular state. It is for illustrative purposes only. Local laws should be consulted to determine any specific requirements for such a form in a particular jurisdiction.

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Santa Ana is a major regional economic and cultural hub for the Orange Coast. Top: Santora Building (left) and Santa Ana Regional Transportation Center (right); middle: Santa Ana City Hall (left), West Coast Theatre (center), and high rises (right); bottom: Bowers Museum (left) and Old Santa Ana Courthouse. Santa Ana, California - Wikipedia Wikipedia ? wiki ? Santa_Ana,_California Wikipedia ? wiki ? Santa_Ana,_California

One of the most populated cities in Orange County?and often referred to as Downtown Orange County?Santa Ana is a lively place to experience coastal weather, cultural amenities, and delicious local fare. 13 Things to Know About Living in Santa Ana - Extra Space Storage extraspace.com ? blog ? moving ? 13-things... extraspace.com ? blog ? moving ? 13-things...

Santa Ana is the corporate headquarters of several large companies, including Behr Paint and First American Financial Corporation. About - City of Santa Ana santa-ana.org ? about santa-ana.org ? about

One of the most populated cities in Orange County?and often referred to as Downtown Orange County?Santa Ana is a lively place to experience coastal weather, cultural amenities, and delicious local fare.

Race and Ethnicity 76.7% of the people in Santa Ana, CA are hispanic (241k people). Santa Ana, CA | Data USA datausa.io ? profile ? geo ? santa-ana-ca datausa.io ? profile ? geo ? santa-ana-ca

Whether you're seeking adventure, history, or a leisurely day out, Santa Ana's diverse attractions ensure a memorable and enriching experience for every visitor. Plan your visit and embark on a journey through the wonders of this vibrant city! Fun Things To Do In Santa Ana, CA | Attractions And Sights travelsantaana.com ? things-to-do travelsantaana.com ? things-to-do

Approximately four-fifths Hispanic or Latino, Santa Ana has been characterized by The New York Times as the "face of a new California, a state where Latinos have more influence in everyday life?electorally, culturally and demographically?than almost anywhere else in the country."

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Santa Ana California Petition for Partial and Early Distribution of Estate