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I am the executor of an estate with two beneficiaries including myself and my brother. The Surrogate Court is not requiring a detailed accounting, however there is a "Refunding Bond and Release" form that I have submit for both beneficiaries in order to close the estate which has a list of the assets we are each receiving.
Some of the estate's assets are not mentioned in the will and pass outside of probate. My brother and I have agreed to split the estate equally, but when I list the distributions on the Refunding Bond and Release form it will not look that way if I don't include the non -probate assets.
Does the Court check that the list and values of distributed assets agree with the will, or do they simply accept the forms if they are signed (and notarized) by the beneficiaries?