INITIAL FILINGS AFTER QUALIFICATION: NOTICE TO BENEFICIARIES, AFFIDAVIT OF NOTICE TO PROBATE OFFICE, AND INVENTORY TO COMMISSIONER OF ACCOUNTS
Interview of Arlington County attorney George Dodge about the required Notice to Beneficiaries that executors must send, and the Affidavit of Notice that must be filed with the probate office confirming the mailing of the Notice to Beneficiaries. Reviewed the Notice and Affidavit forms, and discussed how to complete each line. Due 30 days after qualification.
Interview of Loudoun County attorney Jared Tomac [at 15.40 mark of tape] about the Inventory that must be filed with the Commissioner of Accounts 4 months after qualification. Jared discusses what should be reported in each Section of the Inventory form and how to report it properly.