SUPERIOR COURT OF ARIZONA IN MARICOPA COUNTY PROBATE/MENTAL HEALTH DEPARTMENT FORM FOR SUBMISSION OF FINAL ACCOUNTING for Informal Probates FOR CLERK’S USE ONLY COURT CASE NUMBER TODAY’S DATE: INSTRUCTIONS. This form is provided for you to summarize the financial transactions. Accounting Guidelines are also included in this packet to help you complete this form. Attach this form to the Petition for Approval of the Final Account. 1. 2. This is the final accounting for this estate. This accounting covers the time period from (date) to (date). The current amount of the bond is . It should be increased to $ , or decreased to $ to cover the unrestricted assets plus the unrestricted income. ACCOUNT SUMMARY INSTRUCTIONS: Complete Lists A-F first, then enter the total from each list on this summary. A B. C. D. The beginning balance of the Decedent’s account from LIST A, page 2 $ PLUS the money I received during this period of time on behalf of the Decedent (Person who Died) as itemized in LIST C, page 4 MINUS the money I have spent during this time period E. as itemized in LIST D, page 5 MINUS the losses on the value of property I sold or otherwise disposed of and other reductions, as itemized F. in LIST E, page 6 EQUALS the ending balance of the property of the Decedent as itemized in LIST F, page 7 (Total) Page 1 of 7 ©Superior Court of Arizona in Maricopa County June 21, 2007 ALL RIGHTS RESERVED + $ + $ - $ - $ = from LIST B, page 3 PLUS the gains on the value of property I sold or otherwise disposed of and other adjustments $ PBIPF53f Use only most current version American LegalNet, Inc. www.FormsWorkflow.com Case No. LIST A-- BEGINNING BALANCE Itemization of assets of Decedent at the beginning of this account period (Add, as many sheets of paper as necessary to describe) Description Value List all checking accounts, savings accounts, money market accounts: (include name of bank, address, account type, name account is under, account number) List all stocks, bonds, mutual funds: (include company name, address, number of shares, value per unit) List all Life Insurance Policies: (include company name, policy number, cash value) List all personal property: Automobiles: (year, make, model) Household property: (total inventory value) Art or jewelry: (attach separate list and describe) Other: (itemize and assign value List all real property: ENTER TOTAL FROM LIST A HERE AND ON PAGE 1, LINE A $ Note: If the estate owes debts on any of the property listed above, then for each debt also indicate the payee, principal balance, interest rate, payoff date. Page 2 of 7 ©Superior Court of Arizona in Maricopa County June 21, 2007 ALL RIGHTS RESERVED PBIPF53f Use only most current version American LegalNet, Inc. www.FormsWorkflow.com Case No. LIST B--MONEY RECEIVED DURING THIS ACCOUNT PERIOD (Add, as many sheets of paper as necessary to describe) DATE PAYER DESCRIPTION TOTAL (ENTER AMOUNT HERE AND AT LINE B ON PAGE 1) Page 3 of 7 ©Superior Court of Arizona in Maricopa County June 21, 2007 ALL RIGHTS RESERVED AMOUNT $$ $____________________ PBIPF53f Use only most current version American LegalNet, Inc. www.FormsWorkflow.com Case No. LIST C-- SCHEDULE OF GAINS Property of the Decedent that was sold or otherwise disposed of during this account period and other adjustments. (Add, as many sheets of paper as necessary to describe) DATE PURCHASER DESCRIPTION TOTAL (ENTER AMOUNT HERE AND AT LINE C ON PAGE 1) Page 4 of 7 ©Superior Court of Arizona in Maricopa County June 21, 2007 ALL RIGHTS RESERVED AMT $$ GAINED $_____________________ PBIPF53f Use only most current version American LegalNet, Inc. www.FormsWorkflow.com Case No. LIST D--MONEY SPENT On behalf of the Decedent during this account period (Add, as many sheets of paper as necessary to describe) DATE PAYEE PURPOSE TOTAL (ENTER AMOUNT HERE AND AT LINE D ON PAGE 1) Page 5 of 7 ©Superior Court of Arizona in Maricopa County June 21, 2007 ALL RIGHTS RESERVED AMOUNT $$ SPENT $_____________________ PBIPF53f Use only most current version American LegalNet, Inc. www.FormsWorkflow.com Case No. LIST E--SCHEDULE OF LOSSES Losses on the value of property sold or otherwise disposed of, and other reductions in the value of the estate during this account period (Add, as many sheets of paper as necessary to describe) DATE PAYEE DESCRIPTION TOTAL (ENTER AMOUNT HERE AND AT LINE E ON PAGE 1) Page 6 of 7 ©Superior Court of Arizona in Maricopa County June 21, 2007 ALL RIGHTS RESERVED AMNT $$ LOST $__________________ PBIPF53f Use only most current version American LegalNet, Inc. www.FormsWorkflow.com Case No. LIST F--VALUE OF THE DECEDENT’S PROPERTY AS OF THE END OF THIS ACCOUNT PERIOD Itemization of assets of the Decedent at the end of this account period (Add, as many sheets of paper as necessary to describe) Description Value List all checking accounts, savings accounts, money market accounts: (include name of bank, address, account type, name account is under, account number) List all stocks, bonds, mutual funds: (include company name, address, number of shares, value per unit) List all Life Insurance Policies: (include company name, policy number, cash value) List all personal property: Automobiles: (year, make, model) Household property: (total inventory value) Art or jewelry: (attach separate list and describe) Other: (itemize and assign value List all real property: ENTER TOTAL FROM LIST F HERE AND ON PAGE 1, LINE F $____________________ Note: If the estate owes debts on any of the property listed above, then for each debt also indicate the payee, principal balance, interest rate, payoff date. Page 7 of 7 ©Superior Court of Arizona in Maricopa County June 21, 2007 ALL RIGHTS RESERVED PBIPF53f Use only most current version American LegalNet, Inc. www.FormsWorkflow.com