Thank you for your patience as I reviewed this and obtained the necessary information.
The Receipt and Release (located on page 7) is to be attached to the Affidavit by Fiduciary (I am including links to the documents but they may be from other counties)
Prior to obtaining the release, the executor needs to prepare a summary of estate transactions, and make copies available to the beneficiaries, in regards ***** ***** account information, and other relative financial information.
Basically the more disclosure the better, as the beneficiary cannot later argue that they were not informed of the status (ie that the executor's "fraud" in failing to disclose prevented the beneficiaries from accessing the information, which would allow the court to extend the time for challenging the proceeding).
I am not sure if you have this but here is a checklist of the process.
Further questions? Please post here to continue the chat.
Satisfied? Kindly rate positively so I receive credit for assisting you. I hope that you feel I have earned
5 stars 🌟🌟🌟🌟🌟*****
as I strive to provide my customers with great service. ☺️
(no additional charges are incurred).
Information provided is for educational purposes only. Consultation with a personal attorney is always recommended so your particular facts may be considered. Thank you and take care.