Free Personal Representatives Sworn statement to Close Estate - Montana

Name: Address: Phone: Personal

Representative

MONTANA FOR

JUDICIAL DISTRICT COUR'I COUNTY

IN THE MATTER OF THE ESTATE OF PROBATE NO.Deceased.

PERSONAL REPRESENTATIVES SWORN STATEMENT TO CLOSE ESTATE

, the Personal Representative of the above-named estate, states that: 1. named estate. 2. He/She has published Notice to Creditors as provided in M.C.A. 72-3-801 and the time He/She is the duly appointed, qualified and acting Personal Representative of the above-

limitation for presentation of creditors' claims has expired. 3. He/She has 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, inheritance and other death taxes. 4. He/She has 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. (ATTACHMENT) 5. He/She has sent a copy of this statement to all distributees of the estate and to all creditors or

claimants of the estate of whom he/she is aware whose claims are neither paid nor barred, and he/she has furnished a full account in writing of his/her administration to the distributees, whose interests are affected thereby. (OR The sole residual distribute is the same person as the Personal Representative and therefore, no accounting is required.) 6. There has been tiled with the Clerk of Court: ( ) A certificate from the Department of Revenue stating that no inheritance taxes are due

OR ( ) A certificate from the Department of Revenue stating the amount of tax due, and a receipt from the County Treasurer stating that any inheritance tax due on the assets has been paid. (Where appropriate, add a statement that cash in the amount of $____ was withheld in a contingency fund for payment of inheritance tax, estate tax or income tax deficiencies.) 7. This statement is filed for the purpose of closing this estate and terminating the appointment

of the undersigned pursuant to M.C.A. 72-3-1004.

DATED this _ _ _ d a y o f

,20-.

Name, Personal Representative

State ofMontana county of

1 :SS 1

, Personal Representative for the estate of , personally appeared before me and acknowledged to me that he/she executed the same as such Personal Representative. Subscribed and worn to before me this _ _ d a y o f ,20-, Notary Public for the State of Montana. Residing at , Montana. My Commission expires