Petition for Distribution

PETITION FOR FINAL DISTRIBUTION OF ESTATE

COURT INFORMATION

State of: [________________________________]

County of: [________________________________]

Court: [☐ Probate Court ☐ Surrogate's Court ☐ Superior Court ☐ Circuit Court]

Case Number: [________________________________]

IN THE MATTER OF THE ESTATE OF:

Decedent's Full Legal Name: [________________________________]

Also Known As: [________________________________]

DECEASED

I. PETITIONER INFORMATION

Name: [________________________________]

Capacity: [☐ Executor ☐ Administrator ☐ Personal Representative]

Address:
[________________________________]
[________________________________]

Telephone: [(___)___-____]

Attorney for Petitioner:
Name: [________________________________]
Address: [________________________________]
Telephone: [(___)___-____]

II. ADMINISTRATION HISTORY

Date of Decedent's Death: [__/__/____]

Date Will Admitted to Probate: [__/__/____]
(OR Date Letters of Administration Issued: [__/__/____])

Date Personal Representative Qualified: [__/__/____]

Type of Administration:
☐ Testate (with Will)
☐ Intestate (without Will)
☐ Independent Administration
☐ Supervised Administration

III. STATUS OF ADMINISTRATION

A. Inventory and Appraisal

☐ Initial Inventory filed on [__/__/____]
☐ Supplemental Inventory filed on [__/__/____]
☐ Total appraised value: $[____________]

B. Creditor Claims

Notice to Creditors:
☐ Published on [__/__/____]
☐ Mailed to known creditors on [__/__/____]
☐ Claim period expired on [__/__/____]

Claims Summary:
| Status | Number | Amount |
|--------|--------|--------|
| Claims filed | [____] | $[____________] |
| Claims allowed and paid | [____] | $[____________] |
| Claims rejected | [____] | $[____________] |
| Claims pending | [____] | $[____________] |

☐ All valid claims have been paid
☐ Sufficient funds are reserved for pending claims

C. Taxes

Tax Returns Filed:

Tax Clearances:
☐ Federal estate tax closing letter received [__/__/____]
☐ State tax clearance/waiver received [__/__/____]
☐ No federal estate tax required (estate below threshold)
☐ No state estate/inheritance tax required

D. Prior Distributions

☐ No prior distributions have been made

☐ Prior distributions:
| Date | Beneficiary | Description | Amount |
|------|-------------|-------------|--------|
| [__/__/____] | [________________________________] | [________________] | $[____________] |
| [__/__/____] | [________________________________] | [________________] | $[____________] |

Total Prior Distributions: $[____________]

E. Accountings

☐ First/Interim accounting filed on [__/__/____]
☐ Final accounting filed concurrently herewith
☐ Accounting waived by all beneficiaries

IV. ASSETS AVAILABLE FOR DISTRIBUTION

Summary

Detail of Assets for Distribution

A. Cash and Bank Accounts:

B. Securities:

C. Real Property:

D. Personal Property:

V. BENEFICIARIES AND PROPOSED DISTRIBUTION

A. Specific Bequests (per Will)

B. General/Pecuniary Bequests (per Will)

C. Residuary Distribution

Amount Available for Residuary Distribution: $[____________]

D. Intestate Distribution (if applicable)

VI. MINORS AND INCAPACITATED BENEFICIARIES

☐ No minor or incapacitated beneficiaries

☐ The following beneficiaries are minors or incapacitated:

Proposed handling:
☐ Distribution to guardian/conservator
☐ Blocked account
☐ UTMA custodianship
☐ Establishment of trust
☐ Other: [________________________________]

VII. RESERVES AND HOLDBACKS

☐ No reserve requested

☐ Reserve requested:

Distribution after reserve: $[____________]

VIII. COMPENSATION REQUESTS

Personal Representative Compensation

☐ Compensation previously approved
☐ Compensation requested: $[____________]

Basis: [________________________________]

Attorney Fees

☐ Fees previously approved
☐ Fees requested: $[____________]

Basis: [________________________________]

IX. REQUESTS

Petitioner respectfully requests that this Court:

☐ Approve the Final Account (if filed concurrently)

☐ Determine that the estate is ready for distribution

☐ Approve the proposed distribution to beneficiaries as set forth herein

☐ Approve distribution to [guardian/conservator/custodian] for minor/incapacitated beneficiaries

☐ Approve reserve of $[____________] for [purpose]

☐ Approve Personal Representative compensation of $[____________]

☐ Approve attorney fees of $[____________]

☐ Order the Personal Representative to distribute the estate as proposed

☐ Discharge the Personal Representative upon filing of receipts and releases

☐ Exonerate the bond upon completion of distribution

☐ Other: [________________________________]

X. OMNIBUS CLAUSE

Petitioner further requests that any property of the decedent discovered after the distribution ordered herein, or any property erroneously omitted from this distribution, shall be distributed as follows:

[________________________________]
[________________________________]

XI. VERIFICATION

I, [PERSONAL REPRESENTATIVE NAME], declare under penalty of perjury under the laws of the State of [STATE] that:

1. I am the [Executor/Administrator/Personal Representative] of this Estate.

2. I have read this Petition and know its contents.

3. The statements made herein are true and correct.

4. All debts and claims of the estate have been paid or provided for.

5. All taxes have been paid or adequate provision has been made for payment.

6. The estate is ready for final distribution.

Executed on [DATE] at [CITY], [STATE].

_________________________________
[Personal Representative Signature]

_________________________________
[Printed Name]

XII. NOTICE

☐ Notice of hearing has been given to all interested parties as required by law

☐ All beneficiaries have waived notice

Hearing Information:
Date: [__/__/____]
Time: [____:____ AM/PM]
Location: [________________________________]

ATTACHMENTS

☐ Final Account (if not filed separately)
☐ Copy of Will
☐ Proof of service on beneficiaries
☐ Tax clearance letters
☐ Beneficiary consents/waivers
☐ Proposed Order for Distribution
☐ Proposed Judgment of Final Distribution
☐ Attorney fee declaration
☐ PR compensation calculation
☐ Other: [________________________________]

END OF PETITION FOR DISTRIBUTION