A “Sample Letter To Probate Referee For Inventory And Appraisal” is a formal request. It’s sent to a probate referee. This letter asks them to assess the value of assets in an estate. You’ll likely need this when someone dies. The court often requires an official valuation of their belongings.
Writing such a letter can be daunting. Don’t worry, we’ve got you covered! This article provides ready-to-use templates.
We offer samples of this letter. Use them as a guide. Tailor them to your specific situation. Make the probate process smoother.
Sample Letter To Probate Referee For Inventory And Appraisal
[Your Name/Law Firm Name]
[Your Address]
[City, State, Zip Code]
[Date]
[Probate Referee’s Name]
[Probate Referee’s Address]
[City, State, Zip Code]
**Subject: Estate of [Deceased’s Full Name]; Case Number: [Case Number] – Inventory and Appraisal**
Dear [Probate Referee’s Name],
This letter concerns the estate of [Deceased’s Full Name], case number [Case Number], currently pending in the [Court Name] of [County Name] County. I am the [Executor/Administrator] of this estate.
You have been appointed as the probate referee to appraise the assets of the estate. I am writing to provide you with the preliminary Inventory of Assets.
[**Option 1: If Inventory is Attached**]
Please find attached a copy of the Inventory of Assets for your review and appraisal. This document lists all known assets of the estate as of the date of death, [Date of Death].
[**Option 2: If Inventory will be provided separately**]
I will be providing you with the Inventory of Assets shortly. I anticipate delivering it to you by [Date].
To assist you in completing the appraisal, please let me know if you require any further documentation, such as deeds, bank statements, vehicle registrations, or any other information. I am available to answer any questions you may have regarding the assets listed.
I understand that you will be compensated for your services from the estate. Please provide me with your fee schedule so that I can ensure timely payment upon completion of your appraisal.
Thank you for your attention to this matter. I look forward to working with you.
Sincerely,
[Your Name]
[Your Title: Executor/Administrator]
[Your Phone Number]
[Your Email Address]
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How to Write Letter To Probate Referee For Inventory And Appraisal
Subject Line: Clarity is Paramount
- Clearly label the subject line: “Inventory and Appraisal Request – Estate of [Decedent’s Name], Case Number [Case Number]”.
- A precise subject line ensures immediate recognition and expedites processing.
Salutation: Professional Courtesies
- Address the referee formally: “Dear Probate Referee [Referee’s Last Name]”.
- If you know their full name, using “Dear [Referee’s Full Name]” is even more astute.
Introduction: Contextual Foundation
- Begin by identifying yourself as the executor or administrator of the estate.
- State the purpose of the letter: “I am writing to formally request your services in preparing the Inventory and Appraisal for the Estate of [Decedent’s Name]”.
- Reference the date of your appointment and the court order confirming your role. This substantiates your legal standing.
Body Paragraph 1: Providing Essential Estate Details
- Furnish the decedent’s date of death and county of residence at the time of death.
- Include the case number assigned by the probate court.
- Emphasize your willingness to cooperate fully in providing access to estate assets and pertinent documentation.
Body Paragraph 2: Outlining Assets Requiring Appraisal
- Briefly describe the types of assets needing valuation (e.g., real property, securities, personal property).
- If possible, provide preliminary information about significant assets, such as addresses of real estate holdings or brokerage account numbers. This preemptive disclosure aids the referee.
- Avoid overwhelming detail at this stage; the objective is to provide a general overview.
Call to Action and Coordination
- Propose a convenient time to discuss the appraisal process and schedule an initial meeting.
- Offer your contact information—phone number and email address—for ease of communication.
- Express your anticipation of a swift and efficient appraisal process.
Closing: Formal Valediction
- Conclude with a professional closing: “Sincerely,” or “Respectfully,”.
- Sign your name legibly.
- Type your name and title (e.g., Executor of the Estate of [Decedent’s Name]) beneath your signature.
- Include the date of the letter.
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Frequently Asked Questions: Sample Letter to Probate Referee for Inventory and Appraisal
This section provides answers to commonly asked questions regarding sample letters to probate referees for inventory and appraisal. Understanding the proper procedures can help ensure accurate and timely estate administration.
1. What is the purpose of a sample letter to a probate referee?
The purpose is to formally request the probate referee to conduct an inventory and appraisal of the assets within an estate, as required by probate court.
2. What information should be included in the letter?
The letter should include the case name, case number, the date of death, a list of known assets, relevant contact information, and any specific instructions from the court.
3. How should the assets be listed in the letter?
Assets should be listed with as much detail as possible, including property addresses, bank account numbers, and any available documentation or serial numbers.
4. Is it necessary to send all supporting documentation with the initial letter?
While not always required initially, including relevant documentation such as deeds or bank statements can expedite the appraisal process.
5. What should I do after sending the letter to the probate referee?
Follow up with the probate referee to confirm receipt of the letter and inquire about their estimated timeline for completing the inventory and appraisal.