Florida. I have to reopen Mom's estate (I was PR; Mom died in 2009) because the attorney handling it failed to deal with two assets, a 1/240 share of a mineral trust and the remaining cash in the estate checking account. I did not receive copies of the final paperwork, and the attorney has since died.
I read that I will need to prepare a Final Accounting and a Petition for Discharge. Elsewhere I find that a Waiver of Accounting substitutes for a Final Accounting.
I found a document Petition for Discharge relative to my court, though it seems to be an internal checklist rather than the Petition that I will need to submit. I find probably useful information though it's from the wrong state.
These assets will be transferred to me (as beneficiary, not as PR). There is no chance of this being contested, and all beneficiaries approve of the plan. The trust is being transferred to me rather than split up because it's small and my sisters prefer that I take it all rather than splitting it up into even tinier slices. The bank account is small, consisting mostly of dividends from the trust since Mom died.
1) All beneficiaries signed a Waiver of Accounting in 2012. Will I need to repeat this process?
2) Is there a form for, or sample of, a Petition for Discharge somewhere?
3) What papers should I expect from the court to enable the transfer of the trust share? The trustee of course insists on proper papers, but I don't know what those are.