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Final Account (Informal And Formal Administration) Form. This is a Wisconsin form and can be use in Circuit Court Statewide.
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Tags: Final Account (Informal And Formal Administration), PR-1814, Wisconsin Statewide, Circuit Court
FORM SUMMARY
Name of Form:
Final Account (Informal and Formal Administration)
Form Number:
PR-1814
Statutory Reference:
§§862.01, 862.05, 862.07, 862.11, and 865.16(1)(c), Wisconsin
Statutes
Benchbook Reference:
PR 3-5, formal
Purpose of Form:
To account for the property of the decedent chargeable to the
personal representative.
Who Completes It:
Personal Representative
Distribution of Form:
For formal administration, original to court file. For formal and
informal administration, the personal representative shall furnish a
copy to every person interested whose distribution is affected.
Accompanying Forms:
For formal administration, a Petition for Approval of Final Account
required.
New Form/Modification:
Modifications; last update 12/04.
Modifications:
Added “Amended” and “Supplemental” to title. Clarified starting
balance as being Inventoried assets as of last account.
Comments:
Form not required for estates settled by sworn statement under
§865.16.
About this form:
This form is the product of the Wisconsin Records Management
Committee, a committee of the Director of State Court's Office and a
mandate of the Wisconsin Judicial Conference.
If you have additional information that does not change the
meaning of the form, attach it on a separate page. The form
itself shall not be altered.
Date: 10/11/2007
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For Official Use
COUNTY
STATE OF WISCONSIN, CIRCUIT COURT,
Amended
Supplemental
IN THE MATTER OF THE ESTATE OF
Final Account
Informal
Formal
Case No.
I, the personal representative of this estate, certify that this Final Account is true and correct. The following is my
to
account of the administration of this estate from
(Date of Death or Date of Prior Account)
(Date)
List interested persons on page 2.
RECEIPTS
VALUES
$
Inventoried Assets
(or assets on hand as of last account)
Added Property (Schedule A)
Dividends
(B)
Interest
(C)
Capital Gains (Losses)
(D)
Other Receipts
(E)
DISBURSEMENTS
VALUES
Funeral Expenses (Schedule F)
Debts of Decedent
(G)
Claims(including those by
judgment)
(H)
Taxes Paid
(I)
Interest Paid
(J)
Administration Expenses
(K)
Other Payments
(L)
Distributions Paid to Date
(M)
$
TOTAL DISBURSEMENTS
$
$
Assets on Hand (N)
$
BALANCING TOTALS
Assets on Hand (Schedule N)
Minus Requested Fees:
Attorney
Personal Representative
Guardian Ad Litem
$
$
$
$
$
Balance Available for Distribution.
Specific assets must be listed in Schedule O.
List of proposed distribution (Schedule P)
($
)
$
Signature of Co-personal Representative
Signature of Personal Representative
Subscribed and sworn to before me
on
Subscribed and sworn to before me
on
Notary Public/Court Official
Notary Public/Court Official
My commission expires:
My commission expires:
Name of Attorney
Telephone Number
Bar Number
Address
PR-1814, 10/07 Final Account (Informal and Formal Administration)
§§862.01, 862.05, 862.07, 862.11 and 865.16(1)(c), Wisconsin Statutes
This form shall not be modified. It may be supplemented with additional material.
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.
Final Account (Informal and Formal Administration)
Page 2 of 3
Case No.
Final Account Supporting Schedule
List of Interested Persons
The names and addresses of all interested persons are:
(Include any minor(s) with date of birth, incompetent(s), guardian(s) of estate, guardian ad litem or attorney
for a person in the military and note if any person is in the military)
Name
Relationship
D. O. B. if Minor
Address
PR-1814, 10/07 Final Account (Informal and Formal Administration)
§§862.01, 862.05, 862.07, 862.11 and 865.16(1)(c), Wisconsin Statutes
This form shall not be modified. It may be supplemented with additional material.
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Final Account (Informal and Formal Administration)
Schedule
Alpha
(A - P)
Page 3 of 3
Case No.
Final Account Supporting Schedules
(List details of each schedule)
PR-1814, 10/07 Final Account (Informal and Formal Administration)
Total Values
§§862.01, 862.05, 862.07, 862.11 and 865.16(1)(c), Wisconsin Statutes
This form shall not be modified. It may be supplemented with additional material.
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