Probate Plus knowledgebase
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How do I allocate income to a specific legatee?

Where there is income on an asset due to a legatee, record the income and use the 'debit against' income option to ensure the money is not shared amongst the beneficiaries. In Version 5 this option is found under the 'Estate' tab.

Bear in mind however that if the legatee has already been given the asset, then any subsequent income can stay outside of the estate accounts.

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