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Archiver > TMG > 2006-02 > 1140810229


From: "Teresa Elliott" <>
Subject: RE: [TMG] Settlement difference between admin and exec.
Date: Fri, 24 Feb 2006 13:48:40 -0600
In-Reply-To: <KEEELAKKFPOPBJEOHBAMCECBCPAA.cheryl@genattic.com>


I just trying to decide what roles I need. <G>
I have a bunch of Estate tags so they are all different.
Examples are:
Letters of Administration
Will proven
Will (for when it was written)
Settlement of estate
Widows Pension
Accounting of heirs (Gosh I wish each probate had one of these.)
to name a few.

Teresa Ghee Elliott-IBSSG


-----Original Message-----
From: Cheryl Freeman [mailto:]
Sent: Friday, February 24, 2006 8:04 AM
To:
Subject: RE: [TMG] Settlement difference between admin and exec.

Hi Bob,
When I created the administration tag, I was just starting to implement
roles and created a separate tag for administration - because I hadn't
thought it all the way through. I've almost finished cleaning up things I
hadn't thought through <G> and will probably fix this shortly, adding the
administration roles to the probate tag.

My sentences are pretty basic but are:

Adm-Estate:
Dec-Intestate - [:CR:][:CR:]Administration was granted for the estate of
[R:Deceased] <[D]> <[L4],>< [L5],>< [L6],>< [L7]><. [R:Administrator] was
appointed administrator><. [M1]>

Heir: [:CR:][:CR:][W] was named as an heir in the estate of [R:Deceased]
<[D]> <[L4],>< [L5],>< [L6],>< [L7]>. <[M0]>

Administrator: [:CR:][:CR:][R:Administrator] was appointed administrator for
the estate of [R:Deceased] <[D]> <[L4],>< [L5],>< [L6],>< [L7]>. <[M0]>

[:CR:][:CR:][R:Adm-Application] petitioned for administration of the estate
of [R:Deceased] <[D]> <[L4],>< [L5],>< [L6],>< [L7]>. <[M0]>

My probate tag has the role of Executor in place of Administrator, and
Dec-Testator in place of Dec-Intestate - with corresponding sentences.





-----Original Message-----
From: bob gillis [mailto:]
Sent: Friday, February 24, 2006 7:04 AM
To:
Subject: Re: [TMG] Settlement difference between admin and exec.




Cheryl Freeman wrote:

>Hi Teresa,
>
>Executors were named by the testator in their will. In the case of someone
>who died intestate, someone (creditor, potential heir, etc) requested the
>court to administer the estate. Letters of Administration were drawn up,
and
>an administrator was appointed. I have separate tags for probate and
>administration. The process isn't that different, but my roles and
>sentences differ. Probably could have put them all on a single tag, if I'd
>thought it through first. <G>
>
I think that administration and execution both come under Probate. The
former is appointed by the court and the latter is named by the testator.

and Teresa Elliott wrote:

>When I set up my estate tags, I created roles for executors, but now I am
>finding some of them mention administrators. What is the difference
between
>the two roles, and should I have both for an estate tag.

I agree that you should have both roles. But how does you Estate Tag differ
from the Probate Tag?

bob gillis






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