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Jessica's Rose Garden

Started by Jessica_Rose, January 17, 2018, 08:38:29 PM

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Lori Dee

As the Executrix for the estate, do you have to file sales receipts and copies of the checks with the courthouse? Or maybe just a copy of the account ledger? Not just taxes, but also for your own protection, to show you have completed your duties faithfully.
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Jessica_Rose

Well, the attorney didn't mention that I needed to file anything. I do have receipts, if anyone asks. I expect some states are more stringent than others, and court-appointed executor would need to produce an accounting report for every penny. Filing taxes for the estate will definitely require some receipts, especially for the deductible expenses. All of the personal property has been sold for cash, so there isn't any trail there. If we didn't trust each other, this would be a nightmare.

There are only three people named as beneficiaries in the will. Myself, my brother, and a nephew. I see my brother every week and provide updates, while I send texts and emails to my nephew (he lives in another state). So far, no one has questioned any of the steps I've taken. Before any big steps, I always check with the others to make sure they agree with the actions I'm taking. There haven't been any disagreements yet, and I'm doing my best to keep it that way. Good communication helps, along with providing plenty of time for the review of legal documents.

Love always -- Jess
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