Estate Administration Checklist
ESTATE OF Mae Josephine Diggle
Date of Death January 10, 2010 Probate County Rochester County
Decedent’s Last Address 1234 Macaroon Way, South Rochester, GA 30612
Social Security # 133-62-5147 Will Codicil
Personal Representatives Robert and Carolyn Diggle Relationship son and daughter
Address ( Robert Diggle) 64 Sesame Street, Rochester GA 30612 Phone(912) 910-1649
Address (Carolyn Diggle) 2519 Peachtree St, Atlanta, GA 24167 Phone (404)736-6950
Enter date RECEIVED, FILED, MAILED, or PUBLISHED
INTERNAL
Obtain retainer agreement
Obtain names addresses, and phone numbers of beneficiaries/heirs
EXTERNAL
Petition for probate of will and testamentary letters
Letters to heirs, banks, insurance companies, etc.
SS4 Form
Oath and bond of representative
Proof of heirship
Order declaring heirship
Order admitting will to probate and appointing executor
Issuance of letters of Appointment
Spousal Election
Notice to heirs and legatees
Claim Notice
Inventory
Decedent’s final income tax return
Federal
State
Fiduciary Income tax return
Federal
State
Federal Estate Tax return
State estate tax return
Closing letter/ certificate (tax)
Final Report/ account
Entry of appearance and waiver of notice
Order approving final report and order of distribution
Receipts
Reports of Distribution
Order approving report of distribution and closing the estate
Letter informing personal representative of order closing the estate
ESTATE OF Mae Josephine Diggle
Date of Death January 10, 2010 Probate County Rochester County
Decedent’s Last Address 1234 Macaroon Way, South Rochester, GA 30612
Social Security # 133-62-5147 Will Codicil
Personal Representatives Robert and Carolyn Diggle Relationship son and daughter
Address ( Robert Diggle) 64 Sesame Street, Rochester GA 30612 Phone(912) 910-1649
Address (Carolyn Diggle) 2519 Peachtree St, Atlanta, GA 24167 Phone (404)736-6950
Enter date RECEIVED, FILED, MAILED, or PUBLISHED
INTERNAL
Obtain retainer agreement
Obtain names addresses, and phone numbers of beneficiaries/heirs
EXTERNAL
Petition for probate of will and testamentary letters
Letters to heirs, banks, insurance companies, etc.
SS4 Form
Oath and bond of representative
Proof of heirship
Order declaring heirship
Order admitting will to probate and appointing executor
Issuance of letters of Appointment
Spousal Election
Notice to heirs and legatees
Claim Notice
Inventory
Decedent’s final income tax return
Federal
State
Fiduciary Income tax return
Federal
State
Federal Estate Tax return
State estate tax return
Closing letter/ certificate (tax)
Final Report/ account
Entry of appearance and waiver of notice
Order approving final report and order of distribution
Receipts
Reports of Distribution
Order approving report of distribution and closing the estate
Letter informing personal representative of order closing the estate