RL-26/0098
Estate of the late Arthur Jones
Estate administrationProbate grantedResponsible: Helen Carter· Opened 16 Aug 2026
People
- Estate of the late Arthur JonesClient
- Margaret JonesInterested party · Beneficiary
- Robert JonesInterested party · Executor and beneficiary
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Details
- Deceased
- Arthur Jones
- Date of death
- 9 Aug 2026
- Executor
- Robert Jones
- Estimated estate value
- $540,000
- Conflict check
- ClearBec Wilson, Sun, 16 Aug, 9:00 am
Key dates
- Final distribution20 Nov 2026
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Tasks (1 open)
- Distribute estateNo due date · Helen Carter · checklist
5 done
- ✓ Costs disclosure sent (Helen Carter)
- ✓ Locate original will (Helen Carter)
- ✓ Publish notice of intended application (Helen Carter)
- ✓ Apply for probate (Helen Carter)
- ✓ Collect estate assets (Helen Carter)
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- Call from Robert JonesTue, 27 Oct, 9:40 amCall · Helen Carter, 0427 909 808, 4 min 20 sCall summaryRobert Jones asked about the interim distribution. He will sign the direction on Thursday; payment of $100,000 to follow.
Transcript (3 lines)
- Robert Jones: Hi Helen. I wanted to check when the interim distribution can be paid.
- Helen Carter: The statement is ready. Once you sign the direction we can pay you $100,000 this week.
- Robert Jones: I'll come in and sign it on Thursday.
Recording kept with the call recordFiled automatically: Robert Jones has one open matter - Advice on sale of 9 Best StTue, 15 Sept, 11:00 amFile note · Helen Carter, 30 min
Advised Robert Jones as executor to sell 9 Best St rather than transfer it, given three beneficiaries. He agrees. Instructed Ray White to list.