The decedent died (testate or intestate).

Name and residence of the surviving spouse, if any:

After-born children, if any, as defined in Iowa Code 633.267, with their residences:

Whether any legacy or devise remains a charge on the real estate, and if so its nature and amount:

Whether any distributee is under a legal disability:

Name of the conservator or trustee for any distributee under a legal disability, and the court from which the letters issued:

A statement as to whether all statutory requirements pertaining to taxes have been complied with, including whether the federal estate tax due has been paid and whether a lien continues to exist for any federal estate tax:

Whether inheritance tax was paid or a return was filed in this state, for a death occurring before January 1, 2025:

Inheritance tax applies only to a death occurring before January 1, 2025 (Iowa Code 633.477(10), as amended by 2025 Acts ch 148 s 47). The federal estate tax statement above is not gated by that date.

An itemization of the attorney’s services, time and responsibilities is attached.

The personal representative was informed of the provisions of Iowa Code 633.477(11) and did not request the itemization.

A statement as to whether all statutory requirements pertaining to claims have been complied with, whether all claims including charges have been paid, and whether a lien continues on any property as security for a claim:

Whether the decedent left genetic material:

If so, sufficient assets are reserved for any posthumous heir, the personal representative will wait two years from the date of death before final distribution, and a supplemental report will follow.

Final settlement is due within three years of the second publication of the notice to creditors, unless the court extends the time (Iowa Code 633.473).

Notice of this final report and of the personal representative’s discharge is given as Iowa Code 633.40 provides, and may be waived (Iowa Code 633.478).

No court order is needed, and this final report’s own prayer is self-executing, where every distributee is an adult under no legal disability, has signed a notice waiver and a dated consent no more than thirty days old, and the personal representative has complied with section 422.27 and, for a death occurring before January 1, 2025, section 450.58 (Iowa Code 633.479(2)).

This is chapter 633’s final report. An estate administered under chapter 635, the small-estate route for probate assets of two hundred thousand dollars or less, files the same report and inventory but does not close with this document: it closes with a closing statement under Iowa Code 635.8, carrying an accounting and proposed distribution, on which interested persons have thirty days after service to object. ExecutorLedger does not produce that closing statement.