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You are here: Home / Probate Forum / Open Question: If a Tax Clearance Certificate is filed and all pertaining documents are filed by March 31st?

Open Question: If a Tax Clearance Certificate is filed and all pertaining documents are filed by March 31st?

March 26, 2012 by Anthony Nitz

In regards to an estate that has cleared probate, how long would it be before a trustee could make interim disbursements to a beneficiary? And are there any documents the beneficiary would be obligated to supply in order to begin receiving said payouts? General question I know, but any help you can offer is greatly appreciated.
There is no contest to the will, and the estate consists of only 3 properties each valued between (300,000-1 million) With other financial assets all of which are left to specific individuals. The will and estate are very well planned.

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