Download Free Print-Only PDF OR Purchase Interactive PDF Version of this Form
Form For Submission Of Final Accounting Form. This is a Arizona form and can be use in Pinal Local County.
Loading PDF...
Tags: Form For Submission Of Final Accounting, Arizona Local County, Pinal
SUPERIOR COURT OF ARIZONA
PINAL COUNTY
FORM FOR SUBMISSION OF FINAL ACCOUNTING
of Informal Probates
PB:
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).
(date) to
. It should be increased to $
, or
The current amount of the bond is
to cover the unrestricted assets plus the unrestricted income.
decreased to $
ACCOUNT SUMMARY
INSTRUCTIONS: Complete Lists A-F first, then enter the total from each list on this summary.
A
The beginning balance of the Decedent’s
account from LIST A, page 2
.
+
$
.
+
$
.
-
$
.
-
B.
$
$
.
=
$
.
PLUS the money I received during this period of time
on behalf of the Decedent (Person who Died)
from LIST B, page 3
C.
PLUS the gains on the value of property I sold or otherwise
disposed of and other adjustments
as itemized in LIST C, page 4
D.
MINUS the money I have spent during this time period
as itemized in LIST D, page 5
E.
MINUS the losses on the value of property I sold or
otherwise disposed of and other reductions, as itemized
in LIST E, page 6
F.
EQUALS the ending balance of the property of the
Decedent as itemized in LIST F, page 7
(Total)
©Superior Court of Arizona in Pinal County
PB Admin & Acct before Closing
Estate
July 9, 2009
ALL RIGHTS RESERVED
Use only most current version
American LegalNet, Inc.
www.FormsWorkFlow.com
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:
TOTAL (ENTER AMOUNT HERE AND AT LINE A ON PAGE 1) $
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, pay-off date.
©Superior Court of Arizona in Pinal County
PB Admin & Acct before Closing
Estate
July 9, 2009
ALL RIGHTS RESERVED
Use only most current version
American LegalNet, Inc.
www.FormsWorkFlow.com
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)
©Superior Court of Arizona in Pinal County
AMOUNT $$
$
.
PB Admin & Acct before Closing
Estate
July 9, 2009
ALL RIGHTS RESERVED
Use only most current version
American LegalNet, Inc.
www.FormsWorkFlow.com
LIST C-- SCHEDULE OF GAINS
Property of the Decedent that was sold or otherwise disposed of
during this account period and other adjustments.
(Add, as many sheets of paper as necessary to describe)
DATE
PURCHASER
DESCRIPTION
TOTAL (ENTER AMOUNT HERE AND AT LINE C ON PAGE 1)
© Superior Court of Arizona in Pinal County
July 20, 2009
ALL RIGHTS RESERVED
AMT $$ GAINED
$
.
BP7Instructions
Use only most current version
American LegalNet, Inc.
www.FormsWorkFlow.com
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)
© Superior Court of Arizona in Pinal County
July 20, 2009
ALL RIGHTS RESERVED
AMOUNT $$ SPENT
$
.
BP7Instructions
Use only most current version
American LegalNet, Inc.
www.FormsWorkFlow.com
LIST E--SCHEDULE OF LOSSES
Losses on the value of property sold or otherwise disposed of,
and other reductions in the value of the estate during this account period
(Add, as many sheets of paper as necessary to describe)
DATE
PAYEE
DESCRIPTION
AMNT $$ LOST
TOTAL (ENTER AMOUNT HERE AND AT LINE E ON PAGE 1)
$
© Superior Court of Arizona in Pinal County
July 20, 2009
ALL RIGHTS RESERVED
BP7Instructions
Use only most current version
.
American LegalNet, Inc.
www.FormsWorkFlow.com
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:
TOTAL (ENTER AMOUNT HERE AND AT LINE F ON PAGE 1)
$
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.
© Superior Court of Arizona in Pinal County
July 20, 2009
ALL RIGHTS RESERVED
BP7Instructions
Use only most current version
American LegalNet, Inc.
www.FormsWorkFlow.com