Final Account – Closing the Estate I am the Personal Representative of my…

Final Account – Closing the Estate
I am the Personal Representative of my uncle’s estate. I am closing the informal probate. Does Minnesota law state that I must send the ”Personal Representative Statement to Close Estate” and the ”Final Account” by law to every devisee in the will? I am concerned that one of the other devisee’s will know what I am receiving from the estate and taking as a fee and will gossip. All of the individuals will not be a problem, but one is a charity to which I belong – can I not send the Final Account to this one devisee and just send them their check with the Receipt, Release and Indemnity? What is the law on this?

One thought on “Final Account – Closing the Estate I am the Personal Representative of my…

  1. Re: Final Account – Closing the Estate
    Well, if it is an informal unsupervised, you don’t have to do a final account. Doing one, however, might not be a bad idea.

    You are required to give all interested parties a full explanation of where all the money went. If you have prepared a formal account, you might as well use it; and yes it should go to all devisees listed in the will.

    Final comment. If you don’t have a lawyer, your prospects of making a serious mistake are substantial. I certainly recommend that you get one. If you do have a lawyer, ask this question of him or her.

    David Kelly-952-544-6356
    Kelly Law Office
    10709 Wayzata Blvd. #205
    Minnetonka, MN 55305

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