Lawsmith

Probate & Administration

Receipt, Release and Refunding Agreement

The beneficiary's receipt for a distribution, release of the personal representative and refunding promise.

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What you get

  • An editable Word document, drafted from your answers and the state's official text.
  • A proof of sources: every citation in the draft with the words it quotes, the official source, the date the text was saved and its fingerprint.
  • Notes for counsel listing each point marked [VERIFY], each blank and each choice left for the client.

What the intake asks

Plain questions, in the order an attorney would take the facts. Anything left blank stays a marked blank in the draft; nothing is invented to fill it.

The decedent

  • Decedent's full legal name
  • Death and domicile
  • Court and estate
  • Personal representative (executor or administrator)

The distribution

  • Beneficiary signing
  • What the beneficiary receives
  • The beneficiary's review

Terms

  • Refunding agreement
  • Scope of the release

Signing

  • Formalities
  • Other instructions or open decisions

Where it is offered

Every state Lawsmith has official sources for:

CaliforniaConnecticutDelawareDistrict of ColumbiaFloridaMarylandMassachusettsNew JerseyNew YorkOhioPennsylvaniaTexasVirginia

Official sources on file

The drafter works from the texts Lawsmith has saved for this document in the state you choose, plus federal law where it applies. Each is read from the official publisher and dated.

StateSources for this document
California35
Connecticut17
Delaware23
District of Columbia12
Florida15
Maryland18
Massachusetts20
New Jersey21
New York19
Ohio20
Pennsylvania16
Texas21
Virginia14

Among them, for New Jersey:

  • N.J.S.A. 3B:10-23 Duty of personal representative to settle and distribute estate
  • N.J.S.A. 3B:14-18 Discharge from office of fiduciary; account; allowances
  • N.J.S.A. 3B:17-13 Effect of nonjudicial settlement or waiver of account
  • N.J.S.A. 3B:17-8 Effect of judgment allowing account
  • N.J.S.A. 54:35-5 Lien of tax; duration

How the draft is checked

Before it writes, the drafter must quote the official text behind each citation. Lawsmith compares every quotation with the text on file, character for character; a citation with no checked quotation reaches you marked [VERIFY]. The draft still needs your review before it is signed, filed or sent. How citations are checked

More probate & administration documents

Petition for Probate and LettersNotice to CreditorsNotice to Heirs and BeneficiariesEstate InventoryEstate AccountingSmall Estate AffidavitDisclaimer of InheritanceExecutor's Deed