Gary, 

I'm referring to the "receiver" of the payments from someone else's
will.  It's paperwork she retained including the payment disbursement
copies and copies of a will.  The mother died and the daughter was in
the will --- the daughter retained all the paperwork from her mother's
will.  The daughter is now deceased (going on 2 years) and files are
being gone through and these were discovered.  What should we do with
them?  She had old bills (utility, cable, phone) that she kept also
-we're pitching those.

Jeanne


>>> [log in to unmask] 08/09 10:21 AM >>>
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

List archives at http://lists.ufl.edu/archives/recmgmt-l.html 
Contact [log in to unmask] for assistance

List archives at http://lists.ufl.edu/archives/recmgmt-l.html 
Contact [log in to unmask] for assistance

List archives at http://lists.ufl.edu/archives/recmgmt-l.html
Contact [log in to unmask] for assistance