Rule 408 Settlements
Baldwin's Kentucky Revised Statutes Annotated30th Judicial District - Jefferson District Court
KY JDR Rule 408
Rule 408 Settlements
All settlements shall include the checklist provided by the Probate Clerk, along with an affidavit by counsel or personal representative indicating compliance with each item on said checklist.
An affidavit of descent shall be filed with all settlements except when the will distributes all assets to specifically named individuals. Guardianship settlements are exempted by this requirement.
Settlements shall include the following:
All disbursements shall be supported by the original vouchers, receipts or bank proof of processed check(s) filed with the settlement, and in the order shown on the settlement.
E. When required by KRS 395.610(1) a fiduciary shall make an appointment with the Court, through the Clerk, to present for review all securities reflected on the periodic settlement as being in the hands of the fiduciary or in the alternative, file with the settlement a certificate as permitted by KRS 395.610(1).
Credits
HISTORY: Approved effective January 14, 2008; approved effective January 1, 2004; amended effective May 1, 1998; approved January 30, 1997.
Jefferson District Court Rule 408, KY R JEFFERSON DIST CT Rule 408
Current with amendments received through September 15, 2024. Some rules may be more current, see credits for details.
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