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Personal Representatives Sworn Statement To Close Estate (Informal Probate With Will) Form. This is a Montana form and can be use in District Court Statewide.
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Tags: Personal Representatives Sworn Statement To Close Estate (Informal Probate With Will), Montana Statewide, District Court
_________________________
(your name)
_________________________
(your street address)
_________________________
(city, state, zip code)
_________________________
(your phone number)
MONTANA ____________________ JUDICIAL DISTRICT COURT,
(number of district in which your county is located)
____________________ COUNTY
(name of your county)
In the Matter of the Estate of,
_____________________________,
(name of the deceased)
Deceased.
)
)
)
)
)
)
)
Probate Case No.
PERSONAL REPRESENTATIVE’S
SWORN STATEMENT TO
CLOSE ESTATE
________________________, the Personal Representative of the above-named estate, states
that:
1.
I am the duly appointed, qualified and acting Personal Representative of the above-
named estate.
2.
I have published a Notice to Creditors as provided in M.C.A. § 72-3-801, and the time
limitation for presentation of creditors’ claims has expired.
3.
I have fully administered the estate of the decedent by making payment, settlement, or
other disposition of all claims which were presented, expenses of administration and estate,
estate and other death taxes.
Personal Representative’s Sworn Statement to Close Estate
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4.
I have distributed the assets of the estate to the persons entitled to the assets in the
amount and manner to which they are entitled as shown in the schedule attached hereto.
5.
Choose one:
I have sent a copy of this statement to all distributees of the estate and to all creditors
or claimants of the estate of whom I am aware whose claims are neither paid nor barred, and
I have furnished a full account in writing of my administration to the distributees, whose interests
are affected thereby.
The sole residual distributee is myself and, therefore, no accounting is required.
6.
I have filed with the Clerk of Court (choose one):
A certificate from the Department of Revenue stating that no estate taxes are
due.
A certificate from the Department of Revenue stating the amount of tax due, and a
receipt from the County Treasurer stating that any estate taxes due on the assets has been
paid.
7.
More than 6 months has passed since I was appointed Personal Representative of the
above-named estate.
8.
This statement is filed for the purpose of closing this estate and terminating my
appointment pursuant to M.C.A. § 72-3-1004.
DATED this ______ day of ___________________, 20____.
(date)
(month)
(year)
___________________________________
Personal Representative
Personal Representative’s Sworn Statement to Close Estate
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State of __________________________
County of_________________________
SIGNED AND SWORN (OR AFFIRMED) to before me on __________________, 20___
by _______________________________________.
__________________________________________________
Notary Public for the State of _________________
Printed name of notary _______________________
Title or rank: ______________________________
Residing at _______________________________
My Commission Expires: ____________________
Personal Representative’s Sworn Statement to Close Estate
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