Free Indiana Estate Closing Packet

Prepare the Indiana closing statement that closes the estate, with the state's closing instructions. IC 29-1-7.5-4 (unsupervised closing statement).

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The Decedent

The person whose estate you are closing.

Settling an estate?Checklist, accounting, and forms in one plan.

Full legal name*

Date of death*

City or town of residence at death

County of administration*

The county where the estate was administered (where letters were issued).

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Frequently Asked Questions About Indiana Estate Closing Packets

On the default unsupervised track the personal representative closes the estate by filing a verified closing statement under IC 29-1-7.5-4 — certifying creditor notice was published and given, the estate is fully administered and all assets distributed, and a copy of the statement plus a written account was sent to affected distributees; no hearing or court order is required, and the estate closes by operation of law three months later. (IC 29-1-7.5-4 (unsupervised closing statement).)

No earlier than three months after the date of the first published notice to creditors under IC 29-1-7-7(b), and only if that first publication occurred more than three months before the date of the closing statement. (IC 29-1-7.5-4(a), 29-1-7.5-4(a)(1).)

Yes — an account of the administration is part of closing on this route (IC 29-1-7.5-4(a)(6)(B)). Indiana permits the account to be excused; which excusing mechanism applies — a written waiver by the people entitled to it, a provision of the will, or a court order — depends on the estate.

No court order closes this route — the closing runs by operation of law once the filing is made and the statutory period passes. On the unsupervised closing-statement track the PR's appointment terminates and the estate closes by operation of law three months after the closing statement is filed if no proceedings involving the PR are then pending (IC 29-1-7.5-4(b)); claims against the PR are barred unless commenced within three months of the filing (IC 29-1-7.5-6, fraud excepted). No discharge order is required. The supervised track instead ends with a court order of discharge under IC 29-1-17-13. (IC 29-1-7.5-4(b), 29-1-7.5-6; IC 29-1-17-13 (supervised track).)

Closing an Estate in Indiana

When the debts, taxes, and expenses have been paid and the property distributed, the personal representative ends the administration with a closing filing. What that filing is varies by state: a closing statement filed with the court, a petition asking the court to settle the account and discharge the representative, or the final account itself.

The mechanics around it vary the same way. Some states require a settled final account and signed receipts from every distributee; some let the people entitled to the account excuse it in writing; several make a tax or agency clearance a precondition of closing.

Discharge differs too. In some states the representative is discharged by a court order; in others the closing runs by operation of law once the filing is made and a statutory period passes.

Select your state to prepare the closing paperwork the way your statute prescribes, with the filing instructions alongside — and, if you choose, the federal forms that accompany the end of an administration.

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Free Indiana Estate Closing Packet

Prepare the Indiana closing statement that closes the estate, with the state's closing instructions. IC 29-1-7.5-4 (unsupervised closing statement).

Progress0%

Frequently Asked Questions About Indiana Estate Closing Packets

Closing an Estate in Indiana

Discharge differs too. In some states the representative is discharged by a court order; in others the closing runs by operation of law once the filing is made and a statutory period passes.

Free Indiana Estate Closing Packet

The Decedent

Frequently Asked Questions About Indiana Estate Closing Packets