Section 4.78 Due Dates

• Library: Estate Admin 2014 Forms

Attorney

Probate Master Tickler List for Estates

______________________________________________________________________________

Last Name First Name Middle Name

REQUIRED #	DUE	TICKLER PREPARED*
		Elect to terminate Subchapter S (earlier of L+60 or fiscal year end + 60)
		Inventory due (L+30)
		File last Social Security return for decedent (1/31, 4/30, 7/31, or 10/31)
		Claim period expires (D+365)
		Time expires to file against will and for homestead allowance (P+6 months+10)
		Annual settlement(s) due (L+365)
		Alternate valuation date (D+6 months)
		Status letter to clients (1st of each month)
		File treasury (flower) bonds (D+8 months suggested)
		Deadline for disclaimers (D+9 months)
		Estate tax returns (706 and 76) due (D+9 months)
		Pick fiscal year end (D+3, 6, and 9...