Sample: Return of Personal Representative (Georgia county template) for the Estate of Eleanor M. Doe

Everything about this estate is made up except the format. Every figure below is produced by the ledger from ordinary entries (a house sold at a gain, dividends, the funeral bill, two distributions), and it balances to the penny. Yours would look like this, with your numbers.

Estate of Eleanor M. Doe
IN THE PROBATE COURT OF COUNTY, STATE OF GEORGIA
IN RE: ESTATE OF ELEANOR M. DOE, DECEASEDESTATE NO.

RETURN OF PERSONAL REPRESENTATIVE

Annual Return Final Return

Mark one. This draft covers the administration to date. When distribution is complete it is the final return, filed with the petition for discharge (O.C.G.A. §§ 53-7-67, 53-7-50), and its balance on hand should read zero.

For the period from Nov 14, 2025 to Aug 31, 2026.

NOT a court form; Georgia prescribes none for a personal representative’s return. Modeled on the county templates (Cobb County, February 2025), O.C.G.A. § 53-7-67.

Your county’s own blank may differ; Fulton County’s, for one, is a simpler cash register that shows a sale’s full proceeds as a receipt instead of a gain or loss, and Cobb’s own line G gives undistributed cash no line of its own, since the cash already sits inside line E.

The personal representative is the executor or administrator of the estate.

SUMMARY

A. Beginning balance$731,360.61
B. Total estate receipts/deposits/gains$21,347.57
C. Subtotal$752,708.18
D. Total expenditures/distributions/losses$152,801.87
E. Asset balance on hand$599,906.31
F. Value of in-kind distributions$17,800.00

G. Undistributed assets

1. Real Property$0.00
2(a). Bank, credit union and liquid assets$387,135.87
2(b). Other financial accounts and assets$186,320.44
3(a). Vehicles, boats, campers and trailers$0.00
3(b). Miscellaneous personal property and effects$8,650.00
4. Other (business interest, claim, or other asset)$0.00
Total$582,106.31

H. Current amount of bond $ ________

INCOME

(a) Receipts/Deposits/Gains

DateSourceAmount
Jan 15, 2026Sold at its inventory value, no gain or loss: Life insurance proceeds received$0.00
Jan 31, 2026Quarterly dividend$412.55
Feb 20, 2026Refund of unused homeowner's insurance premium$340.00
Mar 31, 2026Savings interest$63.12
Apr 22, 2026Gain on sale: Sale of 214 Maple Street$17,500.00
Apr 30, 2026Quarterly dividend$398.20
Jun 30, 2026Savings interest$61.80
Jul 31, 2026Quarterly dividend$421.90
Total$19,197.57

(b) Assets Received in Kind

DateDescriptionValue
Feb 10, 2026Property received: Coin collection found in decedent's safe deposit box$2,150.00
Total$2,150.00

Property found before the first return triggers an amended inventory instead of a line here (Columbia County guide; not itself a numbered statute).

(c) Unrealized Gains from undistributed investments

None recorded. The app does not revalue investments still held.

DISBURSEMENTS

(a) Expenditures/Distributions/Losses

DatePaid to or purposeAmount
Nov 22, 2025Riverside Funeral Home$8,940.00
Nov 23, 2025Obituary notice$312.00
Dec 1, 2025Final medical bill$1,208.40
Dec 5, 2025Utilities$210.00
Dec 9, 2025Filing fee for letters testamentary$128.57
Dec 15, 2025Attorney fee for estate administration$2,400.00
Dec 20, 2025Real property appraisal$450.00
Jan 5, 2026Homeowner's insurance$1,140.00
Jan 5, 2026Utilities$235.00
Jan 10, 2026Credit card payoff$2,214.90
Jan 15, 2026Filing fee for the inventory$95.00
Jan 20, 2026Lawn care and snow removal$620.00
Feb 1, 2026Property tax$3,860.00
Feb 5, 2026Utilities$248.00
Mar 5, 2026Utilities$260.00
Apr 15, 2026Federal fiduciary income tax (Form 1041)$1,080.00
Jun 15, 2026Distribution to Sarah Doe$60,000.00
Jun 15, 2026Distribution to Michael Doe$60,000.00
Jul 15, 2026Executor commission$9,400.00
Total$152,801.87

The personal representative’s commission is one itemized expenditure here, with its calculation attached (O.C.G.A. § 53-6-60).

Either the original vouchers or an affidavit that the vouchers were compared to each item accompanies the return (O.C.G.A. § 53-7-67(a)).

(b) Real and/or Tangible Property Distributed in Kind

DateDescription and RecipientValue
May 2, 20262021 Subaru Outback, to Michael Doe$17,800.00
Total$17,800.00

(c) Unrealized Losses from undistributed investments

None recorded.

This is a true and just accounting of the receipts and expenditures on behalf of the estate for the period stated, with the property on hand at its end. A copy of this return has been mailed by first-class mail to each heir or beneficiary entitled to receive it.

Objections may be filed within 30 days after this return is filed and mailed, O.C.G.A. § 53-7-70.

Daniel R. Doe
Personal Representative

Sworn to and subscribed before me this day of , 20.

Notary Public

My commission expires

Prepared with ExecutorLedger. This document follows the general style of the named format; it is not a court form and ExecutorLedger does not provide legal advice. Review with your attorney before signing, circulating, or filing.

Produce this for your estate. Recording is free, and one payment of $149 unlocks every document for the estate when you export.

Keeping the books for an estate?

Recording is free for as long as the estate takes: the ledger, the inventory, the distributions, and the deadlines for your state. Every document opens as a free preview with your own numbers. One payment of $149 per estate lifts the watermark. Refund within 14 days, and your records export free at any time.

See a sample accounting
By starting you agree to our Terms and Privacy Policy.

ExecutorLedger explains mechanics and is not legal advice. Review exports with your attorney.