COURT COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ......... .. : Index No. : : IN THE CIRCUIT COURT FOR Plaintiff(s) IN RE: ESTATE OF -against- Calendar No. JUDICIAL SUBPOENA COUNTY, FLORIDA : PROBATE DIVISION File Number : Deceased. Division : ACCOUNTING OF PERSONAL REPRESENTATIVE(S) Defendant(s) , : From: , , Through: ...................................................... The purpose of this accounting is to acquaint all interested persons with the transactions that have occurred during the period covered by the accounting and the assets that remain on hand. It consists of a SUMMARY sheet and Schedule A showing all Receipts, Schedule B showing all Disbursements, Schedule C showing all Distributions, Schedule D showing all Capital Transactions and Adjustments THE PEOPLE OFare also reflected in other NEW YORK (the effect of which THE STATE OF schedules, if appropriate), and Schedule E showing assets on hand at the end of the accounting period. It is important that this accounting be carefully Requests for additional information and questions TO should be addressed to the personal representative(s) or the attorneys for theexamined.representative(s), the names and addressesany whom are personal of set forth below. Under penalties of perjury, the undersigned personal representative(s) declare(s) that I (we) have read and examined this accounting and that the facts and figures set forth in the Summary and the attached Schedules are true, to the best of my (our) knowledge and belief, and that it is a complete report of all cash and property transactions and of all receipts and disbursements by me (us) as personal GREETINGS: of the estate of representative(s) deceased, from __________________, through __________________, . WE COMMAND YOU, that all business and excuses being laid aside, you and each of you attend before Signed on ____________________, . , the Honorable at the Court Attorney Personal Representative: County of for Personal Representative: located at in room , on the day of , 20 , at o'clock in the noon, and at any recessed or adjourned date, to testify and give evidence as a witness in this action on the part of the Attorney Name Your Florida Bar No. failure to comply with this subpoena is punishable as a contempt of court and will make you liable to the party on whose behalf this subpoena was issued for a maximum penalty of $50 and all damages sustained as a result of your failure to comply. Witness, Honorable (address) Court in County, Telephone: , one of the Justices of the day of , 20 (address) [Print or Type Names Under All Signature Lines] (Attorney must sign above and type name below) Attorney(s) for Office and P.O. Address Telephone No.: Facsimile No.: E-Mail Address: Mobile Tel. No.: American LegalNet, Inc. www.USCourtForms.com COURT COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ......... .. : Index No. : IN THE CIRCUIT COURT FOR Plaintiff(s) IN RE: ESTATE OF -against- Calendar No. : JUDICIAL SUBPOENA COUNTY, FLORIDA : PROBATE DIVISION File Number Deceased. Division : ACCOUNTING OF PERSONAL REPRESENTATIVE : From: , , Through: Defendant(s) , : ...................................................... SUMMARY Income Principal Totals $ $ $ $ $ $ THE PEOPLE OF THE STATE OF NEW YORK I. TO Starting Balance Assets per Inventory or on Hand at Close of Last Accounting Period II. Receipts Schedule A: GREETINGS: III. Disbursements WE COMMAND Schedule B: YOU, that all business and excuses being laid aside, you and each of you attend before $ $ $ , the Honorable at the Court located at County of in room Distributions , on the day of , 20 , at o'clock in the noon, and at any recessed IV. or adjourned date, to testify and give evidence as a witness in this $ action on the part of the Schedule C: $ $ V. Capital Transactions and Adjustments Schedule D: Net Gain or with Your failure to comply(Loss) $ this subpoena is punishable $ a contempt of court and will make you liable to as the party on whose behalf this subpoena was issued for a maximum penalty of $50 and all damages sustained as a result of your failure to comply. VI. Assets on Hand at Close of Accounting Period Schedule E: Cash and Other Assets Witness, Honorable Court in County, $ day of $ $ , one of the Justices of the , 20 NOTE: Refer to Fla. Prob. R. 5.330(b), 5.345, 5.346, and 5.400. Also see Accountings, Chapter 12 of Practice Under Florida Probate Code (Fla. Bar CLE). sign above and type name below) (Attorney must Entries on Summary are to be taken from totals on Schedules A, B, C, D and E. The Summary and Schedules A, B, C, D and E are to constitute the full accounting. Every transaction occurring during the accounting period should be reflected on the Schedules. All purchases and sales, all adjustments to the inventory or carrying value of any asset, and any other changes in the assets (such as stock Attorney(s) for splits) should be described on Schedule D. The amount in the “Total” column for Item VI must agree with the total inventory or adjusted carrying value of all assets on hand at the close of the accounting period on Schedule E. Office and P.O. Address Telephone No.: Facsimile No.: E-Mail Address: Mobile Tel. No.: American LegalNet, Inc. www.USCourtForms.com COURT COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ......... .. : Index No. : Calendar No. : JUDICIAL SUBPOENA ACCOUNTING OF PERSONAL REPRESENTATIVE, Plaintiff(s) ESTATE OF -against- : From: : SCHEDULE A Receipts , , Through: , : Defendant(s) : ...................................................... Date Brief Description of Items Income Principal THE PEOPLE OF THE STATE OF NEW YORK TO GREETINGS: WE COMMAND YOU, that all business and excuses being laid aside, you and each of you attend before , the Honorable at the Court located at County of in room , on the day of , 20 , at o'clock in the noon, and at any recessed or adjourned date, to testify and give evidence as a witness in this action on the part of the NOTE: Schedule A should reflect only those items received during administration that are not shown on the inventory. Classification of items as income or principal is to be in accordance with the provisions of the Florida Principal and Income Act, Chapter 738, Florida Statutes. Entries involving the sale of assets or other adjustments to the carrying values of assets are to be shown on Schedule D, and not on Schedule A. Your failure to comply with this subpoena is punishable as a contempt of court and will make you liable to the party on whose behalf this subpoena was issued for a maximum penalty of $50 and all damages sustained as a result of your failure to comply. Witness, Honorable Court in County, , one of the Justices of the day of , 20 (Attorney must sign above and type name below) Attorney(s) for Office and P.O. Address Telephone No.: Facsimile No.: E-Mail Address: Mobile Tel. No.: American LegalNet, Inc. www.USCourtForms.com COURT COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ......... .. : Index No. : Calendar No. : JUDICIAL SUBPOENA ACCOUNTING OF PERSONAL REPRESENTATIVE, Plaintiff(s) ESTATE OF -against- : From: : SCHEDULE B : , , Through: , Disbursements Defendant(s) : ...................................................... Date Brief Description of Items Income Principal THE PEOPLE OF THE STATE OF NEW YORK TO GREETINGS: WE COMMAND YOU, that all business and excuses being laid aside, you and each of you attend before , the Honorable at the Court located at County of in room , on the day of , 20 , at o'clock in the noon, and at any recessed or adjourned date, to testify and give evidence as a witness in this action on the part of the NOTE: Schedule B should reflect only those items paid out during the accounting period. Classification of disbursements as income or principal is to be in accordance with the provisions of the Florida Principal and Income Act, Chapter 738, Florida Statutes. Entries involving the purchase of assets or adjustments to the carrying values of assets are to be shown on Schedule D, and not on Your failure to comply with this subpoena is punishable as a contempt of court and will make you Schedule B. liable to the party on whose behalf this subpoena was issued for a maximum penalty of $50 and all damages sustained as a result of your failure to comply. Witness, Honorable Court in County, , one of the Justices of the day of , 20 (Attorney must sign above and type name below) Attorney(s) for Office and P.O. Address Telephone No.: Facsimile No.: E-Mail Address: Mobile Tel. No.: American LegalNet, Inc. www.USCourtForms.com COURT COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ......... .. : Index No. : Calendar No. : JUDICIAL SUBPOENA ACCOUNTING OF PERSONAL REPRESENTATIVE, Plaintiff(s) ESTATE OF -against- : From: : SCHEDULE C : Defendant(s) : . . . . .Date. . . . . . . . . .Brief.Description.of .Items. . . . . . . . . . . . . . . . . . . . . . . .. .. ...... . .. , , Through: , Distributions Income Principal THE PEOPLE OF THE STATE OF NEW YORK TO GREETINGS: WE COMMAND YOU, that all business and excuses being laid aside, you and each of you attend before , the Honorable at the Court located at County of in room , on the day of , 20 , at o'clock in the noon, and at any recessed or adjourned date, to testify and give evidence as a witness in this action on the part of the NOTE: Schedule C should reflect only those items or amounts distributed to beneficiaries during the accounting period. Assets distributed should be shown at their inventory or adjusted carrying values. Classification of distributions as income or principal is to be in accordance with the provisions of the Florida Principal and Income Act, Chapter 738, Florida Statutes. Your involving to comply with this subpoena isare to be shown on Schedule D, and not court andC. make you Entries failure adjustments to the carrying values of assets punishable as a contempt of on Schedule will liable to the party on whose behalf this subpoena was issued for a maximum penalty of $50 and all damages sustained as a result of your failure to comply. Witness, Honorable Court in County, , one of the Justices of the day of , 20 (Attorney must sign above and type name below) Attorney(s) for Office and P.O. Address Telephone No.: Facsimile No.: E-Mail Address: Mobile Tel. No.: American LegalNet, Inc. www.USCourtForms.com COURT COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ......... .. : Index No. : Calendar No. : JUDICIAL SUBPOENA ACCOUNTING OF PERSONAL REPRESENTATIVE, Plaintiff(s) ESTATE OF -against- : From: : SCHEDULE D : , , Through: , Capital Transactions and Adjustments (Does not include distributions. Distributions are shown on Schedule C.) Defendant(s) : ...................................................... Date Brief Description of Transactions Net Gain Net Loss THE PEOPLE OF THE STATE OF NEW YORK TO GREETINGS: WE COMMAND YOU, that all business and excuses being laid aside, you and each of you attend before , the Honorable at the Court located at County of in room , on the day of , 20 , at o'clock in the noon, and at any recessed or adjourned date, to testify and give evidence as a witness in this action on the part of the Your failure to comply with this subpoena is punishable as a contempt of court and will make you liable to the party on whose behalf this subpoena was issued for a maximum penalty of $50 and all damages sustained as a result of your failure to comply. TOTAL NET GAINS AND LOSSES NET GAIN OR Witness, Honorable(LOSS) Court in County, day of $ $ $ $ , one of the Justices of the , 20 NOTE: Schedule D should reflect all purchases and sales of assets and any adjustments to the carrying values of any assets.name below) (Attorney must sign above and type Entries reflecting sales should show the inventory or adjusted carrying values, the costs and expenses of the sale, and the net proceeds received. The net gain or loss should be extended in the appropriate column on the right side of Schedule D. Entries reflecting purchases should reflect the purchase price, any expenses of purchase or other adjustments to the purchase price, and the total amount paid. Presumably no gain or loss would be shown for purchases. Attorney(s) for Entries reflecting adjustments in capital assets should explain the change (such as a stock split) and the net gain or loss should be shown in the appropriate column on the right side of Schedule D. The NET gain or loss should be entered in the Principal column of the Summary. Office and P.O. Address Telephone No.: Facsimile No.: E-Mail Address: Mobile Tel. No.: American LegalNet, Inc. www.USCourtForms.com COURT COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ......... .. : Index No. : Calendar No. : JUDICIAL SUBPOENA ACCOUNTING OF PERSONAL REPRESENTATIVE, Plaintiff(s) ESTATE OF -against- : From: : SCHEDULE E : , , Through: , Assets on Hand at Close of Accounting Period (Indicate where held and legal description, certificate numbers or other identification.) Defendant(s) : ...................................................... Estimated Current Value Carrying Value THE PEOPLE OF THE STATE OF NEW YORK ASSETS OTHER THAN CASH: TO GREETINGS: WE COMMAND YOU, that all business and excuses being laid aside, you and each of you attend before , the Honorable at the Court located at County of in room , on the day of , 20 , at o'clock in the noon, and at any recessed OTHER ASSETS TOTAL $ $ or adjourned date, to testify and give evidence as a witness in this action on the part of the CASH: Your failure to comply with this subpoena is punishable as a contempt of court and will make you liable to the party on whose behalf this subpoena was issued for a maximum penalty of $50 and all damages sustained as a result of your failure to comply. Witness, Honorable CASH TOTAL Court in County, , one of the Justices of the day of $ , 20 TOTAL ASSETS (must agree with the Total for Item VI on Summary) $ (Attorney must sign above and type name below) NOTE: Schedule E should be a complete list of all assets on hand reflecting inventory values for each item, adjusted in accord with any Attorney(s) for appropriate entries on Schedule D. Current market values for any assets that are known to be different from the inventory or carrying values as of the close of the accounting period should be shown in the column marked “Current Value.” The total inventory or adjusted carrying value (not Current Value) must agree with the Total for Item VI on Summary. Office and P.O. Address Telephone No.: Facsimile No.: E-Mail Address: Mobile Tel. No.: American LegalNet, Inc. www.USCourtForms.com