PROBATE CLOSING PROCESS Presented by Roberta Larvingo

Appeal Period (First 45 days)  Probate order is issued by Administrative Law Judge  BIA Probate staff reviews the probate order.  Establishes new TAAMS accounts and scans probate order into ProTrac  OST Information is reviewed.  Tribal enrollment information is reviewed  Review certified inventory

What can be done during the appeal period?  Family or interested party are given time to appeal the judge’s decision.  Any corrections to the order can be submitted to the Office Hearings and Appeals by BIA Probate.  Updates to certified inventory can be submitted.

Distribution Process  Land Assets Distribution/Verification  45 appeal period has ended.  BIA Probate staff reviews order and compares certified inventory with decedent’s ownership in TAAMS.  If different petition for reopening to add or deleted inherited trust land interests is completed and submitted to OHA.  Once review is completed and there is no changes the probate case is transferred to Land Titles and Records Office.

Distribution Process (Con’t)  IIM Account Distribution/Closure  Land assets are distributed in TAAMS.  BIA Probate reviews TAAMS ownership for decedent to verify all land assets were distributed.  IIM account information is reviewed. Date of Death balance is verified. Tracts are identified for deposits.  Addresses for heirs are verified.  OST Transmittal is completed.  Case is transferred to OST for IIM account distribution and closure.

Ending of Probate Case  BIA reviews decedent’s TFAS account and TAAMS account.  Verify decedent’s IIM account is closed.  Verify decedent’s TFAS account does not have any ownership.  Case is ENDed in ProTrac.

Questions???  Contact Information:  Roberta Larvingo, Regional Legal Admin. Specialist Office: (612)