Estate accounting, state by state

Every state has its own rules for the accounting. There is a guide for all fifty states and DC: the format, the deadlines, the compensation rules, and how estates close, each with the statute it comes from.

Type a state name or its abbreviation, or tap one below.

Top of the sample Alabama settlement: the probate court caption and the charges to the personal representative.

Alabama

7 deadlines with the statute behind each, what the executor is paid, and the 4 steps that close an estate.
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Top of the sample Alaska accounting: the Superior Court caption and the property taken into the estate.

Alaska

7 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample Arizona Maricopa PBIPF53f style final accounting: the superior court caption and the account summary.

Arizona

7 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample Arkansas Form 20 account: the court caption and the numbered charges to the accountant.

Arkansas

7 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample California Summary of Account: the estate name, the title, and the charges-and-credits table.

California

7 deadlines with the statute behind each, what the executor is paid, and the 4 steps that close an estate.
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Top of the sample Colorado JDF 942 style accounting: the court caption and the summary of receipts and expenditures.

Colorado

7 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample Connecticut PC-246 Financial Report: the court caption and the assets-and-income-received schedule.

Connecticut

8 deadlines with the statute behind each, what the executor is paid, and the 4 steps that close an estate.
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Top of the sample Delaware inventory: the Register of Wills caption and Schedule A, sole real estate.

Delaware

6 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample District of Columbia account: the Probate Division caption and the summary of transactions.

District of Columbia

8 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample Florida accounting: the estate name, the title, and the Summary of Account table.

Florida

7 deadlines with the statute behind each, what the executor is paid, and the 4 steps that close an estate.
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Top of the sample Georgia return: the probate court caption and the summary.

Georgia

8 deadlines with the statute behind each, what the executor is paid, and the 4 steps that close an estate.
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Top of the sample Hawaii accounting: the circuit court caption, the title, and the note that the page holds two documents.

Hawaii

8 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample Idaho closing statement: the district court caption, the title, and the line saying Idaho publishes no court form for it.

Idaho

8 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample Illinois account in the Cook County style: the Probate Division caption and the Receipts section.

Illinois

8 deadlines with the statute behind each, what the executor is paid, and the 4 steps that close an estate.
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Top of the sample Indiana account of the personal representative: the county court caption and the start of Schedule One.

Indiana

8 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample Iowa final report: the district court caption, the title, and the line saying Iowa prescribes no form for a final report.

Iowa

8 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample Kansas petition for final settlement: the district court caption, the title, and the statement of the account.

Kansas

7 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample Kentucky AOC-846 Settlement of Estate: the case caption and the assets-and-investments table.

Kentucky

8 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample Louisiana succession account: the parish caption and the property on hand at the start of the period.

Louisiana

3 deadlines with the statute behind each, what the executor is paid, and the 4 steps that close an estate.
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Top of the sample Maine DE-406 style probate account: the county caption and the opening balances.

Maine

8 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample Maryland Administration Account: the court caption and the Summary of Transactions by schedule.

Maryland

8 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample Massachusetts MPC 853 style Account: the court caption and the summary of schedules.

Massachusetts

7 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample Michigan PC 584 style account: the probate court caption and the summary.

Michigan

7 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample Minnesota PRO913 style final account: the district court caption and the assets at date of death.

Minnesota

8 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample Mississippi account: the chancery court caption and the opening cash above the ledger.

Mississippi

7 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample Missouri settlement: the circuit court caption and the beginning balance above the ledger.

Missouri

7 deadlines with the statute behind each, what the executor is paid, and the 4 steps that close an estate.
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Top of the sample Montana accounting and statement to close: the district court caption, the title, and the opening panel on what the accounting prescribes.

Montana

8 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample Nebraska closing statement: the county court caption, the title, and the opening charge from the inventory.

Nebraska

8 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample Nevada account: the district court caption, the title, and the opening charge from the inventory.

Nevada

6 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample New Hampshire NHJB-2117-Pe style accounting: the Probate Division caption and the account summary.

New Hampshire

7 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample New Jersey informal accounting: the Surrogate Court caption and the assets and debts columns.

New Jersey

8 deadlines with the statute behind each, what the executor is paid, and the 4 steps that close an estate.
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Top of the sample New Mexico accounting: the probate court caption, the ACCOUNTING title, and the items from inventory table.

New Mexico

6 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample New York Account of Fiduciary: the estate name, the title, and the Summary of Account table.

New York

6 deadlines with the statute behind each, what the executor is paid, and the 4 steps that close an estate.
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Top of the sample North Carolina AOC-E-506 style account: the clerk's caption and the summary.

North Carolina

7 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample North Dakota closing statement: the district court caption, the title, and the statement's first numbered paragraphs.

North Dakota

8 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample Ohio Form 13.0 style account: the probate court caption and the account-type lines.

Ohio

7 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample Oklahoma final account: the district court caption, the title, and the start of the money received.

Oklahoma

5 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample Oregon accounting: the circuit court caption, the title, and the preliminary information.

Oregon

7 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample Pennsylvania Estate Account: the estate name, the title, and the Summary of Account table.

Pennsylvania

7 deadlines with the statute behind each, what the executor is paid, and the 4 steps that close an estate.
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Top of the sample Rhode Island inventory: the probate court caption, the title, and the personal property list.

Rhode Island

6 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample South Carolina Form 361ES style accounting: the probate court caption and the summary.

South Carolina

6 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample South Dakota circuit court caption, the title, and the declaration under penalty of perjury.

South Dakota

7 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample Tennessee clerk-style accounting: the probate court caption and the receipts since the prior settlement.

Tennessee

8 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample Texas accounting: the estate name, the title, and the Summary of Account table.

Texas

6 deadlines with the statute behind each, what the executor is paid, and the 3 steps that close an estate.
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Top of the sample Utah closing statement: the District Court of Utah caption, the title, and the line saying Utah publishes no court form for it.

Utah

6 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample Vermont Summary of Account for Estate: the probate division caption, the title, and the annual and final account checkboxes.

Vermont

8 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample Virginia CC-1680 style account: the Commonwealth caption and the Account Summary.

Virginia

7 deadlines with the statute behind each, what the executor is paid, and the 4 steps that close an estate.
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Top of the sample Washington report of the affairs of the estate: the estate name, the title, and the opening cash above the ledger.

Washington

5 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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Top of the sample West Virginia appraisement: the county commission caption, the title, and Schedule A's two value columns.

West Virginia

8 deadlines with the statute behind each, what the executor is paid, and the 6 steps that close an estate.
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Top of the sample Wisconsin PR-1814 style estate account: the circuit court caption and the summary.

Wisconsin

7 deadlines with the statute behind each, what the executor is paid, and the 4 steps that close an estate.
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Top of the sample Wyoming final report and accounting: the district court caption, the title, and the first of its eleven required contents.

Wyoming

8 deadlines with the statute behind each, what the executor is paid, and the 5 steps that close an estate.
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The accounting guide covers the structure every state shares. How to tell which accounting you need. To see a finished document instead of a guide, open the sample accountings.

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