Jeanne, I can confirm Gary's answer.  But it depends to some extent on
whether there was probate because there was no will. In the event of a
probate, the courts become involved, and the court records relating to the
settlement of the estate are almost always a permanent record.  In the event
that there was a will, it simply needs to be "proved."  That is to say it
needs to be determined that what is in evidence is genuine and final. I
believe there may be more latitude in this case that may vary from state to
state.  You will want to refer to the state and local codes that apply.

Sincerely,

Elizabeth Fairfax  

-----Original Message-----
From: Link, Gary M. [mailto:[log in to unmask]] 
Sent: Wednesday, August 09, 2006 8:21 AM
To: [log in to unmask]
Subject: Re: [RM] Estate/Will Record Retention Requirements


Jeanne,

The government's (usually county)copy of those records are kept permanently.
Whose copy are you refering to?

Gary Link, CRM 
Corporate Records Manager
Astorino
227 Fort Pitt Boulevard
Pittsburgh, PA  15222
412.765.1700 
412.765.1711 Fax
www.astorino.com


-----Original Message-----
From: Jeanne Callen [mailto:[log in to unmask]]
Sent: Wednesday, August 09, 2006 11:02 AM
To: [log in to unmask]
Subject: [RM] Estate/Will Record Retention Requirements


Good morning, I have been asked to do some research on retention
requirements on estate paperwork - wills, payment disbursements, etc. 
All parties involved are deceased and the last payment was disbursed in
1999.  Can someone direct me as to where I can find any information
pertaining to estate settlements?

Any help offered would be greatly appreciated.

Jeanne Callen

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