What does the executor of a will do?
当被指定为遗嘱执行人时,有许多责任要履行.
遗嘱执行人的责任是什么?
The executor of an estate 在遗嘱中被指定并且有许多义务和责任. 一些更重要的任务包括:
- Find the latest will and read it.
- File a petition with the court to probate the will.
- Assemble all of the decedent's assets.
- 占有pp王者电子官网箱里的东西.
- 向当地的银行和储贷机构咨询,查找死者的所有账户. 还要检查家里是否藏着现金和其他贵重物品.
- 将所有证券转移到他或她的名下(作为遗嘱执行人),并继续代表死者的继承人收取股息和利息.
- Find, inventory 保护家庭和个人物品以及其他个人财产.
- 收取所有应付给遗产的人寿pp王者电子官网收益.
- 查找和库存所有房地产契约,抵押贷款,租赁和税务信息. 对出租物业进行即时管理.
- 安排州外财产的辅助管理.
- 收取欠死者的款项,并检查其他死者的遗产权益.
- Find and safeguard business interests, valuables, personal property, important papers, the residence, etc.
- 盘点所有资产,并安排对适当资产进行评估.
- Determine liquidity needs. Assemble bookkeeping records. Review investment portfolio. Sell appropriate assets.
- Pay valid claims against the estate. 如有必要,拒绝不适当的索赔并捍卫遗产.
- Pay state and federal taxes due.
- 为死者和遗产提交所得税申报表.
- 确定遗产是否符合IRC规定的特殊用途估值. 2032A或IRC规定的遗产税延期. 6161 or 6166.
- If the surviving spouse is not a U.S. 公民,考虑一个合格的国内信托来推迟支付联邦遗产税.
- 提交联邦遗产税申报表和州死亡和/或遗产税申报表.
- 准备所有收入和支出的报表. 支付律师费和遗嘱执行人的佣金. 如有必要,协助律师为遗产辩护.
- Distribute specific bequests and the residue; obtain tax releases and receipts as directed by the court. 建立遗嘱信托(或倾注到一个 living trust), where appropriate.