The estate record shows what reconciles, what blocks distribution, and what the next filing requires
Inventory, receipts, disbursements, creditor work, beneficiary communications, and court filings stay tied to source records from opening through closing
14
Inventory assets
63
Accounting lines
2
Exceptions
1
Open claims
Attorney first read
Why now
The draft accounting is out of balance and one proposed distribution lacks documented beneficiary approval
What proof
Opening inventory, estate statements, receipts, creditor notices, orders, and distribution records
What do I do next
Resolve the two accounting exceptions, verify the remaining claim, and hold the closing packet for attorney approval
Matter evidence
Estate checking balance
June statement, page 2
Personal-property sale proceeds
Attorney-entered from closing file
Proposed reserve
Ledger and draft accounting differ
Open proof gaps
Attorney-reviewable work product
Primary authority posture
Controlling probate authority
State probate code, court rules, official forms, and local orders
Court deadlines and filing requirements remain jurisdiction-specific attorney checks
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