Legal Question in Wills and Trusts in Massachusetts
instruction on filling out first and final acc
where do I get the amounts .
and how do I arrive at the exact amt , in sec A and in sec B
Asked on 2/27/09, 1:23 pm
1 Answer from Attorneys
Denise Leydon Harvey
Harvey Law Offices
Re: instruction on filling out first and final acc
The account outlines all funds that come into and are paid out of the estate. If you are the fiduciary, you have this information based on the inventory you filed early in the estate process, to which you add any funds received by (in Schedule A) or paid by (in Schedule B) the estate. The information comes from you, based on your knowledge of the particular estate. Notice of the account must be provided to all interested parties - heirs and other people named in the will.
Please let me know if I can assist you with this. Good luck.
Answered on 3/02/09, 7:08 am
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