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Report Of Referee Form. This is a Iowa form and can be use in District Court Statewide.
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Tags: Report Of Referee, Rule 7.11 Form 1, Iowa Statewide, District Court
Rule 7.11 — Form 1
March 2006
IN THE IOWA DISTRICT COURT FOR _________________________ COUNTY
IN THE MATTER OF THE
ESTATE OF
____________________________________,
Deceased.
REPORT OF REFEREE
Probate No. ________________________
COMES NOW the duly appointed Referee and reports to the Court as follows:
The ____________________________ Report has been filed in this Estate. The Referee has examined said Report and
reports to the Court as follows: (All questions must be answered. If “yes” or “no” is not appropriate, check “N/A”.)
1. Notice of Appointment published:
YES
_______
NO
_______
N/A
_______
2. Affidavit of mailing notice required by Iowa
Code sections 633.230 and 633.304:
N/A
_______
YES
_______
NO
_______
3. Fiduciaries fees ordered or waived and
affidavit of compensation filed:
N/A
_______
YES
_______
NO
_______
4. Attorney fees ordered and affidavit of
compensation filed:
NO
_______
N/A
_______
YES
_______
(A) Itemization was requested and provided: YES
_______
NO
_______
N/A
_______
(B) If not, statement required by Iowa Code
section 633.477(11) was made:
NO
_______
N/A
_______
YES
_______
5. Income tax acquittance filed:
YES
_______
NO
_______
N/A
_______
6. Inheritance tax clearance filed or certification
required by Iowa Code section 450.58 made: YES
NO
_______
N/A
_______
_______
7. A list of distributees is shown:
YES
_______
NO
_______
N/A
_______
8. A description of real estate is shown:
YES
_______
NO
_______
N/A
_______
9. Certificates of change of title to real estate, as
required:
NO
_______
N/A
_______
YES
_______
10. All claims filed have been paid or released:
YES
_______
NO
_______
N/A
_______
11. Notice of hearing on this Report waived: YES
_______
NO
_______
N/A
_______
(A) If not waived, proper proof of service of
_______
_______
_______
notice is on file:
YES
NO
N/A
12. Accounting is waived:
YES
_______
NO
_______
N/A
_______
13. Court costs have been paid:
YES
_______
NO
_______
N/A
_______
14. Election filed by or for surviving spouse under
section 633.236:
NO
_______
N/A
_______
YES
_______
15. Receipts for all specific bequests:
YES
_______
NO
_______
N/A
_______
16. Federal estate tax closing letter and proof of
payment is on file (not required for closing):
NO
_______
N/A
_______
YES
_______
17. Remarks: ________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
Dated this ___________________________ day of _____________________, 20 _____.
__________________________________________________
Referee in Probate
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