Checklist For Closing Formal Administration Estate

CHECKLIST FOR CLOSING FORMAL ADMINISTRATION ESTATE. This form is used in the Probate Division of the Circuit Court for the 14th Judicial Circuit to ensure that all legal and procedural requirements have been met before an estate undergoing formal administration can be closed. It serves as a comprehensive review tool for attorneys and the court, verifying that all necessary notices to creditors and interested parties have been served and properly documented, that a verified inventory has been filed, and that all creditor claims have been addressed or are barred. The checklist also confirms the filing of federal tax documents, resolution of any civil actions or adversary proceedings, and completion of a final accounting with proper service or waivers. It ensures that the Petition for Discharge is properly filed and served, that distribution of the estate has been carried out in accordance with court rules, and that all beneficiaries or heirs have either acknowledged receipt of their share or filed waivers. The form also verifies whether fees and compensation to all parties involved have been disclosed and approved, and addresses any miscellaneous filings such as petitions related to exempt property, homestead determinations, and affidavits of heirs. The checklist confirms that all proposed orders required for case closure have been submitted through the court’s electronic filing system. www.FormsWorkflow.com