Chrisbry Posted March 7, 2008 Report Posted March 7, 2008 In reference to this thread: http://www.atxcommunity.com/index.php?show...amp;#entry12685 I worked really hard to get all the disbursements done in the first 65 days of 2008 so it could be treated as disbursed in 2007. I was all set to close the checking account for the Trust and now will need to keep it open to disburse the rebate to the 6 beneficiaries. I have already filed the Trust/Estate return as final. What does this rebate do? Should I close the account anyways and personally disburse the money? I'm wondering if that would be in violation of the Trust documents? I am Trustee and Executor. Quote
zeke Posted March 7, 2008 Report Posted March 7, 2008 l. increase your executor's fee by $300., or 2. go to the casino & put it on #13. If you lose, walk away. If you win, you have enough to argue about. 3. what Pacun said. Quote
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