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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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"It is never too late to be what you might have been." - George Eliot
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Jessica_Rose

We were at my dad's old house on 14 - 15 June. We didn't sell much, but we made some progress. I also had a nice encounter with a young lady at a local restaurant. When I approached the counter, she smiled and said something like 'tall women are awesome' and then made a heart symbol with her hands. I wasn't quite sure how to react, so I smiled and thanked her.

We planned to visit my dad's old house this next weekend, but something else has come up. I finally found a house in Colorado that may work for us. Our real estate agent visited the house over the weekend and sent some videos. There are a few things we need to check out before we make an offer, so we plan to drive out there later this week. We love our current house, but I hate paying taxes to a state that hates me.

Love always -- Jessica Rose
Journal thread - Jessica's Rose Garden
National Coming Out Day video - Coming Out
GCS - GCS and BA w/Dr. Ley
GCS II - GCS II and FFS w/Dr. Ley
FFS II - Jaw and chin surgery w/Dr. Ley
Hair - Hair Restoration
23Mar2017 - HRT / 16Feb2018 - Full Time! / 21Feb2019 - GCS / 26July2019 - GCS II / 13Oct2020 - FFS II
"It is never too late to be what you might have been." - George Eliot

Lori Dee

Quote from: Jessica_Rose on Today at 02:38:03 PMWe love our current house, but I hate paying taxes to a state that hates me.

The strongest vote we have is to vote with our feet and our wallet.  :)
My Life is Based on a True Story
Veteran U.S. Army - SSG (Staff Sergeant) - M60A3 Tank Master Gunner
2017 - GD Diagnosis / 2019- 2nd Diagnosis / 2020 - HRT / 2022 - FFS & Legal Name Change
/ 2024 - Voice Training / 2025 - Passport & IDs complete
  • skype:.?call
  •